3/17/2025 | Wealth Enhancement Advisory Services LLC | 841,429 | $25.27M | 0.0% | +15.6% | 1.311% | |
3/7/2025 | Aegis Wealth Management LLC | 11,508 | $346K | 0.2% | N/A | 0.018% | |
3/3/2025 | American Investment Services Inc. | 91,972 | $2.76M | 0.5% | +8.2% | 0.143% | |
2/28/2025 | Brooklyn FI LLC | 108,382 | $3.42M | 0.6% | N/A | 0.169% | |
2/20/2025 | Forum Financial Management LP | 21,024 | $631K | 0.0% | N/A | 0.033% | |
2/19/2025 | Formidable Asset Management LLC | 14,865 | $446K | 0.1% | N/A | 0.023% | |
2/19/2025 | Pinney & Scofield Inc. | 79,971 | $2.40M | 1.9% | N/A | 0.125% | |
2/18/2025 | McMill Wealth Management | 38,709 | $1.16M | 0.5% | N/A | 0.060% | |
2/18/2025 | Investmark Advisory Group LLC | 77,468 | $2.33M | 1.1% | +5.1% | 0.121% | |
2/18/2025 | Legacy Financial Group Inc. | 188,685 | $5.67M | 1.8% | +11.9% | 0.294% | |
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2/18/2025 | Mosaic Family Wealth Partners LLC | 2,633,316 | $79.08M | 11.4% | +4.9% | 4.102% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 52,448 | $1.58M | 0.0% | +119.2% | 0.082% | |
2/17/2025 | Waverly Advisors LLC | 191,396 | $5.75M | 0.1% | -1.4% | 0.298% | |
2/17/2025 | Studio Investment Management LLC | 121,739 | $3.66M | 0.8% | +21.8% | 0.190% | |
2/17/2025 | Quadcap Wealth Management LLC | 12,408 | $373K | 0.1% | +15.9% | 0.019% | |
2/17/2025 | Pathstone Holdings LLC | 2,586,882 | $77.68M | 0.3% | -23.3% | 4.029% | |
2/17/2025 | LRI Investments LLC | 210,960 | $6.34M | 0.5% | +6.8% | 0.329% | |
2/17/2025 | Focus Partners Wealth | 144,800 | $4.35M | 0.0% | +21.3% | 0.226% | |
2/17/2025 | Francis Financial Inc. | 373,443 | $11.22M | 2.6% | +18.7% | 0.582% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 15,577 | $468K | 0.0% | -18.2% | 0.024% | |
2/17/2025 | EP Wealth Advisors LLC | 5,072,131 | $152.32M | 1.2% | +46.5% | 7.901% | |
2/17/2025 | Captrust Financial Advisors | 8,426 | $253K | 0.0% | -6.4% | 0.013% | |
2/17/2025 | Cary Street Partners Financial LLC | 9,256 | $278K | 0.0% | N/A | 0.014% | |
2/17/2025 | Bank of America Corp DE | 320,591 | $9.63M | 0.0% | +101.8% | 0.499% | |
2/17/2025 | BIP Wealth LLC | 54,404 | $1.63M | 0.1% | +54.5% | 0.085% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 24,323 | $730K | 0.0% | N/A | 0.038% | |
2/14/2025 | Jane Street Group LLC | 50,112 | $1.51M | 0.0% | -10.5% | 0.078% | |
2/14/2025 | Rehmann Capital Advisory Group | 7,142 | $214K | 0.0% | N/A | 0.011% | |
2/14/2025 | Parkshore Wealth Management Inc. | 16,465 | $494K | 0.3% | N/A | 0.026% | |
2/14/2025 | Beacon Pointe Advisors LLC | 747,230 | $22.44M | 0.2% | +2.8% | 1.164% | |
2/14/2025 | Betterment LLC | 437,930 | $13.15M | 0.0% | +20.6% | 0.682% | |
2/14/2025 | Berger Financial Group Inc | 29,060 | $873K | 0.1% | N/A | 0.045% | |
2/14/2025 | Topsail Wealth Management LLC | 958 | $29K | 0.0% | N/A | 0.001% | |
2/14/2025 | OneDigital Investment Advisors LLC | 1,073,782 | $32.25M | 0.4% | -9.8% | 1.673% | |
2/14/2025 | WPWealth LLP | 1,550,210 | $46.55M | 9.5% | +7.6% | 2.415% | |
2/14/2025 | BOS Asset Management LLC | 317,734 | $9.54M | 3.4% | +1.8% | 0.495% | |
2/14/2025 | Forum Financial Management LP | 21,024 | $631K | 0.0% | N/A | 0.033% | |
2/13/2025 | Tobias Financial Advisors Inc. | 434,978 | $13.06M | 2.6% | +8.5% | 0.678% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 107,365 | $3.16M | 1.0% | +34.0% | 0.167% | |
2/13/2025 | NewEdge Advisors LLC | 855,266 | $25.68M | 0.2% | -14.5% | 1.332% | |
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2/13/2025 | Mariner LLC | 43,181 | $1.30M | 0.0% | +9.5% | 0.067% | |
2/13/2025 | Peninsula Wealth LLC | 95,133 | $2.86M | 0.5% | +0.4% | 0.148% | |
2/13/2025 | Keyes Stange & Wooten Wealth Management LLC | 14,320 | $430K | 0.3% | N/A | 0.022% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 91,657 | $2.75M | 0.9% | -5.1% | 0.143% | |
2/13/2025 | Seneschal Advisors LLC | 13,454 | $404K | 0.3% | N/A | 0.021% | |
2/13/2025 | EnRich Financial Partners LLC | 971,854 | $29.19M | 9.7% | -0.6% | 1.514% | |
2/13/2025 | Redwood Park Advisors LLC | 112,524 | $3.38M | 2.3% | N/A | 0.175% | |
2/13/2025 | Raymond James Financial Inc. | 48,571 | $1.46M | 0.0% | N/A | 0.076% | |
2/13/2025 | Bank of Montreal Can | 959,344 | $28.81M | 0.0% | +8.1% | 1.494% | |
2/13/2025 | Cerity Partners LLC | 572,686 | $17.20M | 0.0% | +48.7% | 0.892% | |
2/13/2025 | Envestnet Asset Management Inc. | 96,235 | $2.89M | 0.0% | +50.7% | 0.150% | |
2/13/2025 | Wells Fargo & Company MN | 1,250 | $38K | 0.0% | -37.0% | 0.002% | |
2/12/2025 | Wescott Financial Advisory Group LLC | 489,036 | $14.69M | 1.5% | +8.6% | 0.762% | |
2/12/2025 | Martin Worley Group | 225,972 | $6.79M | 4.2% | N/A | 0.352% | |
2/12/2025 | Disciplined Investors L.L.C. | 36,160 | $1.09M | 1.1% | N/A | 0.056% | |
2/12/2025 | Huntington National Bank | 3,136 | $94K | 0.0% | +6,572.3% | 0.005% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 139,588 | $4.19M | 2.8% | +105.8% | 0.217% | |
2/12/2025 | Stage Harbor Financial LLC | 434,882 | $13.06M | 11.4% | +12.2% | 0.677% | |
2/12/2025 | JPMorgan Chase & Co. | 319,523 | $9.60M | 0.0% | +782.8% | 0.498% | |
2/12/2025 | Foundation Wealth Management LLC PA | 10,100 | $303K | 0.1% | N/A | 0.016% | |
2/12/2025 | Fort Vancouver Investment Management LLC | 80,055 | $2.40M | 2.0% | +178.6% | 0.125% | |
2/12/2025 | Momentous Wealth Management Inc. | 174,905 | $5.25M | 4.4% | N/A | 0.272% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 38,944 | $1.17M | 0.0% | +452.1% | 0.061% | |
2/11/2025 | FineMark National Bank & Trust | 43,821 | $1.32M | 0.0% | +3.8% | 0.068% | |
2/11/2025 | TAGStone Capital Inc. | 12,781 | $384K | 0.2% | -12.5% | 0.020% | |
2/11/2025 | Clune & Associates LTD. | 58,988 | $1.77M | 0.6% | N/A | 0.092% | |
2/11/2025 | Hill Island Financial LLC | 516,274 | $15.50M | 4.5% | N/A | 0.804% | |
2/11/2025 | LPL Financial LLC | 1,073,735 | $32.24M | 0.0% | +15.2% | 1.672% | |
2/11/2025 | Samalin Investment Counsel LLC | 9,096 | $273K | 0.1% | N/A | 0.014% | |
2/11/2025 | Lakeshore Financial Planning Inc. | 584,486 | $17.55M | 7.5% | +0.2% | 0.910% | |
2/11/2025 | Truepoint Inc. | 2,240,505 | $67.28M | 1.8% | +8.9% | 3.490% | |
2/11/2025 | Elevate Wealth Advisory Inc. | 106,622 | $3.12M | 2.3% | +5.9% | 0.166% | |
2/11/2025 | BluePointe Capital Management LLC | 33,343 | $1.00M | 0.6% | -10.2% | 0.052% | |
2/11/2025 | Sandy Spring Bank | 136,099 | $4.09M | 0.2% | +8.9% | 0.212% | |
2/11/2025 | L.K. Benson & Company P.C. | 47,127 | $1.42M | 1.0% | N/A | 0.073% | |
2/11/2025 | VSM Wealth Advisory LLC | 5,811 | $175K | 0.1% | N/A | 0.009% | |
2/11/2025 | Brooklyn FI LLC | 108,382 | $3.42M | 0.0% | N/A | 0.169% | |
2/10/2025 | Wealth Architects LLC | 582,025 | $17.48M | 2.0% | +18.2% | 0.907% | |
2/10/2025 | Curio Wealth LLC | 17,972 | $540K | 0.3% | N/A | 0.028% | |
2/10/2025 | Corient Private Wealth LLC | 4,772,108 | $143.29M | 0.2% | +10.5% | 7.433% | |
2/10/2025 | Tumwater Wealth Management LLC | 798,335 | $23.97M | 12.6% | N/A | 1.244% | |
2/10/2025 | First Financial Group Corp | 85,622 | $2.57M | 2.8% | N/A | 0.133% | |
2/10/2025 | Phillips Financial Management LLC | 1,138,494 | $34.19M | 2.7% | +30.8% | 1.773% | |
2/10/2025 | Commonwealth Equity Services LLC | 161,336 | $4.85M | 0.0% | +23.2% | 0.251% | |
2/10/2025 | Avantax Advisory Services Inc. | 1,320,933 | $39.67M | 0.2% | +36.4% | 2.058% | |
2/10/2025 | Liberty Wealth Management LLC | 411,550 | $12.35M | 2.1% | -0.3% | 0.641% | |
2/10/2025 | Farther Finance Advisors LLC | 67,442 | $2.03M | 0.1% | +20.6% | 0.105% | |
2/10/2025 | EverSource Wealth Advisors LLC | 3,967 | $119K | 0.0% | +234.8% | 0.006% | |
2/7/2025 | HighTower Advisors LLC | 1,495,702 | $44.92M | 0.1% | +20.5% | 2.330% | |
2/7/2025 | Avantax Planning Partners Inc. | 132,805 | $3.99M | 0.1% | -0.6% | 0.207% | |
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2/7/2025 | Staley Capital Advisers Inc. | 20,000 | $601K | 0.0% | N/A | 0.031% | |
2/7/2025 | Keb Asset Management LLC | 11,735 | $352K | 0.1% | -11.8% | 0.018% | |
2/7/2025 | Tilson Financial Group Inc. | 617,964 | $18.56M | 7.6% | +6.7% | 0.963% | |
2/7/2025 | Pillar Financial Advisors LLC | 223,544 | $6.71M | 5.1% | N/A | 0.348% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 18,296 | $549K | 0.0% | +168.9% | 0.028% | |
2/7/2025 | Larson Financial Group LLC | 250,622 | $7.53M | 0.4% | -12.1% | 0.390% | |
2/6/2025 | Raymond James Financial Inc. | 48,571 | $1.46M | 0.0% | N/A | 0.076% | |
2/6/2025 | Disciplined Investments LLC | 171,785 | $5.16M | 2.5% | +9.0% | 0.268% | |
2/6/2025 | Exencial Wealth Advisors LLC | 482,808 | $14.50M | 0.5% | +14.1% | 0.752% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 9,428 | $283K | 0.0% | +41.5% | 0.015% | |