8/15/2025 | Corient Private Wealth LLC | 104,854 | $5.50M | 0.0% | -17.7% | 1.092% | |
8/14/2025 | Betterment LLC | 29,362 | $1.54M | 0.0% | -2.3% | 0.306% | |
8/14/2025 | Sei Investments Co. | 190,988 | $10.01M | 0.0% | +9.4% | 1.989% | |
8/13/2025 | Momentous Wealth Management Inc. | 157,566 | $8.26M | 5.3% | +7.9% | 1.641% | |
8/12/2025 | Seeds Investor LLC | 186,511 | $9.78M | 2.3% | -5.1% | 1.943% | |
8/12/2025 | JPMorgan Chase & Co. | 1,901 | $100K | 0.0% | -29.1% | 0.020% | |
8/8/2025 | Creative Planning | 5,914 | $310K | 0.0% | N/A | 0.063% | |
8/8/2025 | RAM Investment Partners LLC | 48,932 | $2.57M | 0.5% | +21.0% | 0.521% | |
8/7/2025 | Samalin Investment Counsel LLC | 26,248 | $1.38M | 0.5% | -13.9% | 0.279% | |
8/6/2025 | Summit Wealth Group LLC | 8,060 | $423K | 0.1% | +68.6% | 0.086% | |
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8/1/2025 | Envestnet Asset Management Inc. | 36,919 | $1.94M | 0.0% | +371.9% | 0.393% | |
7/31/2025 | Aspen Capital Management LLC | 10,237 | $537K | 0.2% | +127.1% | 0.109% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 52,613 | $2.76M | 0.0% | +11.2% | 0.560% | |
7/31/2025 | Curio Wealth LLC | 17,920 | $940K | 0.4% | +179,100.0% | 0.191% | |
7/31/2025 | Planning Center Inc. | 158,678 | $8.32M | 0.9% | +7.8% | 1.688% | |
7/29/2025 | Flagstone Financial Management | 12,470 | $654K | 0.2% | +40.0% | 0.133% | |
7/25/2025 | Concord Asset Management LLC VA | 12,616 | $661K | 0.1% | N/A | 0.134% | |
7/25/2025 | Sequoia Financial Advisors LLC | 13,922 | $730K | 0.0% | +1.6% | 0.148% | |
7/24/2025 | Wealth Advisors Northwest LLC | 10,611 | $556K | 0.3% | +3.5% | 0.113% | |
7/23/2025 | Sax Wealth Advisors LLC | 5,503 | $289K | 0.0% | -31.6% | 0.059% | |
7/18/2025 | Tanager Wealth Management LLP | 23,726 | $1.24M | 0.1% | +1.4% | 0.252% | |
7/18/2025 | Citrine Capital LLC | 142,320 | $7.46M | 4.0% | +5.3% | 1.514% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 11,387 | $597K | 0.1% | -7.2% | 0.122% | |
7/17/2025 | Vermillion Wealth Management Inc. | 23,901 | $1.25M | 0.6% | -10.9% | 0.257% | |
7/17/2025 | XY Planning Network Inc. | 7,053 | $370K | 0.1% | N/A | 0.076% | |
7/16/2025 | Signature Resources Capital Management LLC | 815 | $43K | 0.0% | N/A | 0.009% | |
7/16/2025 | Blue Oak Capital LLC | 334,101 | $17.52M | 9.2% | +5.0% | 3.592% | |
7/15/2025 | Level Financial Advisors | 8,241 | $432K | 0.1% | -6.7% | 0.089% | |
7/15/2025 | Vestment Financial LLC | 9,031 | $473K | 0.3% | +21.7% | 0.097% | |
7/15/2025 | Maseco LLP | 1,455,542 | $76.32M | 2.9% | N/A | 15.651% | |
7/14/2025 | BetterWealth LLC | 14,131 | $741K | 0.2% | +4.3% | 0.152% | |
7/14/2025 | Parkshore Wealth Management Inc. | 128,462 | $6.74M | 3.3% | +43.4% | 1.381% | |
7/14/2025 | Abacus Wealth Partners LLC | 2,098,846 | $110.04M | 16.8% | +0.3% | 22.568% | |
7/11/2025 | Skyline Advisors Inc. | 19,858 | $1.04M | 0.4% | +7.5% | 0.214% | |
7/11/2025 | Quantum Financial Advisors LLC | 453,561 | $23.78M | 3.2% | -0.6% | 4.877% | |
7/11/2025 | Farther Finance Advisors LLC | 3,955 | $207K | 0.0% | -16.7% | 0.043% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 83,531 | $4.38M | 0.0% | +3.3% | 0.898% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 17,149 | $896K | 0.4% | N/A | 0.184% | |
7/9/2025 | Archer Investment Management LLC | 86,640 | $4.54M | 3.3% | +1.6% | 0.932% | |
7/9/2025 | Shore Point Advisors LLC | 7,083 | $371K | 0.2% | -11.5% | 0.076% | |
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7/8/2025 | Apella Capital LLC | 85,659 | $4.48M | 0.1% | +8.9% | 0.931% | |
6/27/2025 | Goldman Sachs Group Inc. | 13,210 | $680K | 0.0% | N/A | 0.144% | |
6/6/2025 | Blue Oak Capital LLC | 318,061 | $16.38M | 9.0% | +8.3% | 3.554% | |
5/29/2025 | Parkshore Wealth Management Inc. | 89,587 | $4.61M | 2.7% | +52.0% | 1.001% | |
5/19/2025 | Jane Street Group LLC | 21,937 | $1.13M | 0.0% | -48.4% | 0.245% | |
5/16/2025 | Goldman Sachs Group Inc. | 13,210 | $680K | 0.0% | N/A | 0.149% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 47,329 | $2.44M | 0.0% | +15.7% | 0.535% | |
5/15/2025 | Betterment LLC | 30,066 | $1.55M | 0.0% | +2.0% | 0.340% | |
5/14/2025 | Orion Capital Management LLC | 2,308 | $119K | 0.1% | -14.6% | 0.026% | |
5/14/2025 | Sax Wealth Advisors LLC | 8,049 | $415K | 0.0% | -36.1% | 0.091% | |
5/14/2025 | Legacy Financial Advisors Inc. | 4,274 | $220K | 0.0% | N/A | 0.048% | |
5/13/2025 | RW Investment Management LLC | 14,204 | $732K | 0.1% | -24.2% | 0.160% | |
5/13/2025 | Raymond James Financial Inc. | 175,533 | $9.04M | 0.0% | N/A | 1.983% | |
5/12/2025 | Virtu Financial LLC | 15,237 | $785K | 0.0% | N/A | 0.172% | |
5/9/2025 | Geometric Wealth Advisors | 11,712 | $603K | 0.1% | N/A | 0.132% | |
5/8/2025 | Momentous Wealth Management Inc. | 146,053 | $7.52M | 5.3% | +6.5% | 1.650% | |
5/8/2025 | Abacus Wealth Partners LLC | 2,092,387 | $107.76M | 16.2% | +0.6% | 23.643% | |
5/8/2025 | Modera Wealth Management LLC | 13,203 | $680K | 0.0% | -14.8% | 0.149% | |
5/7/2025 | Passive Capital Management LLC. | 376,440 | $19.39M | 6.0% | N/A | 4.254% | |
5/7/2025 | LPL Financial LLC | 30,004 | $1.55M | 0.0% | +23.4% | 0.339% | |
5/6/2025 | Babb Wealth Advisors LLC | 17,797 | $917K | 0.7% | +36.1% | 0.201% | |
5/5/2025 | Aspen Capital Management LLC | 4,508 | $232K | 0.1% | N/A | 0.051% | |
5/2/2025 | Summit Wealth Group LLC | 4,780 | $246K | 0.1% | N/A | 0.054% | |
4/29/2025 | Envestnet Asset Management Inc. | 7,824 | $403K | 0.0% | +35.9% | 0.088% | |
4/29/2025 | von Borstel & Associates Inc. | 7,285 | $375K | 0.1% | -19.6% | 0.082% | |
4/29/2025 | OneDigital Investment Advisors LLC | 63,105 | $3.25M | 0.0% | +29.7% | 0.713% | |
4/28/2025 | BetterWealth LLC | 13,547 | $698K | 0.2% | -21.0% | 0.153% | |
4/24/2025 | Shore Point Advisors LLC | 8,007 | $412K | 0.2% | N/A | 0.090% | |
4/24/2025 | Tanager Wealth Management LLP | 23,405 | $1.21M | 0.2% | +3.9% | 0.264% | |
4/23/2025 | Allodium Investment Consultants LLC | 65,863 | $3.39M | 2.5% | +27.5% | 0.744% | |
4/23/2025 | Sequoia Financial Advisors LLC | 13,709 | $706K | 0.0% | N/A | 0.155% | |
4/23/2025 | RAM Investment Partners LLC | 40,428 | $2.08M | 0.5% | +3.9% | 0.457% | |
4/23/2025 | Citrine Capital LLC | 135,168 | $6.96M | 4.4% | -0.9% | 1.527% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,528 | $645K | 0.0% | +45.3% | 0.142% | |
4/21/2025 | Flagstone Financial Management | 8,909 | $459K | 0.1% | +79.7% | 0.101% | |
4/21/2025 | Compass Capital Corp MA ADV | 6,725 | $343K | 0.2% | +6.2% | 0.076% | |
4/18/2025 | Creative Capital Management Investments LLC | 24,610 | $1.27M | 0.5% | +6.9% | 0.278% | |
4/18/2025 | Planning Center Inc. | 147,228 | $7.58M | 0.9% | N/A | 1.664% | |
4/17/2025 | Stewardship Advisors LLC | 5,245 | $270K | 0.1% | +14.2% | 0.059% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 80,850 | $4.16M | 0.0% | +7.8% | 0.914% | |
4/16/2025 | Wealth Advisors Northwest LLC | 10,257 | $528K | 0.3% | +18.1% | 0.116% | |
4/15/2025 | Skyline Advisors Inc. | 18,469 | $951K | 0.4% | +15.3% | 0.209% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 6,765 | $348K | 0.0% | N/A | 0.076% | |
4/14/2025 | Farther Finance Advisors LLC | 4,750 | $245K | 0.0% | +73.0% | 0.054% | |
4/14/2025 | Greenspring Advisors LLC | 4,661 | $240K | 0.1% | N/A | 0.053% | |
4/14/2025 | LexAurum Advisors LLC | 4,138 | $213K | 0.0% | N/A | 0.047% | |
4/10/2025 | Apella Capital LLC | 78,640 | $4.01M | 0.1% | +16.9% | 0.889% | |
4/10/2025 | Level Financial Advisors | 8,834 | $455K | 0.2% | +3.9% | 0.100% | |
4/9/2025 | Archer Investment Management LLC | 85,306 | $4.39M | 3.0% | -4.5% | 0.964% | |
4/9/2025 | Quantum Financial Advisors LLC | 456,237 | $23.50M | 3.5% | +14.8% | 5.155% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 75,020 | $3.82M | 0.0% | +10.9% | 0.883% | |
2/27/2025 | Skyline Advisors Inc. | 16,015 | $816K | 0.3% | N/A | 0.276% | |
2/21/2025 | Vermillion Wealth Management Inc. | 26,790 | $1.37M | 0.7% | N/A | 0.462% | |
2/18/2025 | Orion Capital Management LLC | 2,703 | $138K | 0.1% | N/A | 0.047% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 40,897 | $2.08M | 0.0% | +75.7% | 0.705% | |
2/17/2025 | Vestment Financial LLC | 7,593 | $384K | 0.3% | N/A | 0.131% | |
2/17/2025 | Cahill Financial Advisors Inc. | 9,928 | $506K | 0.1% | -5.4% | 0.171% | |
2/17/2025 | Citadel Advisors LLC | 61,802 | $3.15M | 0.0% | N/A | 1.066% | |
2/14/2025 | Jane Street Group LLC | 42,530 | $2.17M | 0.0% | -6.2% | 0.733% | |
2/14/2025 | Rehmann Capital Advisory Group | 9,409 | $479K | 0.0% | +12.0% | 0.162% | |