5/1/2025 | United Wealth Management LLC | 591,219 | $30.89M | 9.7% | +2.5% | 3.864% | |
5/1/2025 | Bridge Generations Wealth Management LLC | 2,440 | $127K | 0.1% | N/A | 0.016% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 69,981 | $3.66M | 2.7% | +26.8% | 0.457% | |
4/29/2025 | Envestnet Asset Management Inc. | 190,168 | $9.94M | 0.0% | +14.0% | 1.243% | |
4/29/2025 | OneDigital Investment Advisors LLC | 105,110 | $5.49M | 0.1% | +17.9% | 0.687% | |
4/28/2025 | Clune & Associates LTD. | 4,296 | $224K | 0.1% | N/A | 0.028% | |
4/28/2025 | Vermillion Wealth Management Inc. | 153,341 | $8.01M | 2.4% | +8.6% | 1.002% | |
4/25/2025 | Oceanside Advisors LLC | 5,809 | $304K | 0.2% | +6.4% | 0.038% | |
4/25/2025 | Yardley Wealth Management LLC | 186,698 | $9.76M | 5.7% | -14.8% | 1.220% | |
4/25/2025 | DiNuzzo Private Wealth Inc. | 105,808 | $5.53M | 0.7% | -1.4% | 0.692% | |
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4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 8,813 | $460K | 0.3% | -24.8% | 0.058% | |
4/23/2025 | Alpha Financial Advisors LLC | 550,450 | $28.76M | 12.8% | +2.9% | 3.621% | |
4/23/2025 | Mattern Wealth Management LLC | 301,847 | $15.77M | 3.5% | +7.3% | 1.986% | |
4/23/2025 | Helen Stephens Group LLC | 4,105 | $214K | 0.1% | N/A | 0.027% | |
4/23/2025 | AssuredPartners Investment Advisors LLC | 5,282 | $276K | 0.1% | +19.5% | 0.035% | |
4/23/2025 | Vantage Point Financial LLC | 82,953 | $4.33M | 2.2% | +9.0% | 0.546% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 4,976 | $260K | 0.0% | +7.1% | 0.033% | |
4/22/2025 | Aspire Private Capital LLC | 8,763 | $458K | 0.1% | +40.3% | 0.058% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 13,584 | $710K | 0.0% | +1.7% | 0.089% | |
4/21/2025 | Wealthspan Partners LLC | 12,547 | $656K | 0.3% | -48.1% | 0.083% | |
4/18/2025 | Market Street Wealth Management Advisors LLC | 397,836 | $20.79M | 3.5% | N/A | 2.600% | |
4/18/2025 | Planning Center Inc. | 1,235,376 | $64.55M | 7.6% | +4.7% | 8.074% | |
4/17/2025 | Sowell Financial Services LLC | 26,047 | $1.36M | 0.1% | +5.2% | 0.170% | |
4/17/2025 | Verisail Partners LLC | 381,160 | $19.92M | 9.2% | +2.9% | 2.491% | |
4/17/2025 | Stewardship Advisors LLC | 11,897 | $622K | 0.2% | +15.9% | 0.078% | |
4/17/2025 | Tcfg Wealth Management LLC | 4,901 | $256K | 0.1% | -11.9% | 0.032% | |
4/16/2025 | Lam Group Inc. | 41,125 | $2.15M | 1.6% | -35.2% | 0.269% | |
4/16/2025 | Wealth Advisors Northwest LLC | 4,643 | $243K | 0.2% | N/A | 0.030% | |
4/15/2025 | Greenwood Capital Associates LLC | 6,026 | $315K | 0.0% | N/A | 0.039% | |
4/15/2025 | Two West Capital Advisors LLC | 4,095 | $213K | 0.2% | N/A | 0.027% | |
4/15/2025 | Simplicity Wealth LLC | 73,317 | $3.83M | 0.3% | N/A | 0.479% | |
4/14/2025 | Farther Finance Advisors LLC | 27,725 | $1.45M | 0.0% | +56.2% | 0.181% | |
4/14/2025 | Park Avenue Securities LLC | 90,183 | $4.71M | 0.1% | +0.7% | 0.589% | |
4/11/2025 | KFG Wealth Management LLC | 4,460 | $233K | 0.0% | -15.8% | 0.029% | |
4/10/2025 | Apella Capital LLC | 936,969 | $48.67M | 1.7% | +186.3% | 6.205% | |
4/9/2025 | RFG Advisory LLC | 6,086 | $318K | 0.0% | -47.0% | 0.040% | |
3/14/2025 | Tableaux LLC | 35,851 | $1.88M | 1.6% | N/A | 0.266% | |
2/21/2025 | Vermillion Wealth Management Inc. | 141,211 | $7.39M | 3.8% | N/A | 1.046% | |
2/18/2025 | Elequin Capital LP | 18,511 | $968K | 0.1% | N/A | 0.137% | |
2/18/2025 | Note Advisors LLC | 17,070 | $893K | 0.8% | N/A | 0.126% | |
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2/17/2025 | Clarity Asset Management Inc. | 1,710 | $89K | 0.1% | N/A | 0.013% | |
2/17/2025 | Citadel Advisors LLC | 85,099 | $4.45M | 0.0% | +153.4% | 0.630% | |
2/17/2025 | Bank of America Corp DE | 143,625 | $7.51M | 0.0% | +16.6% | 1.064% | |
2/14/2025 | Jane Street Group LLC | 84,809 | $4.44M | 0.0% | -35.3% | 0.628% | |
2/14/2025 | Betterment LLC | 63,855 | $3.34M | 0.0% | +2.1% | 0.473% | |
2/14/2025 | OneDigital Investment Advisors LLC | 89,145 | $4.66M | 0.1% | +36.8% | 0.660% | |
2/14/2025 | GeoWealth Management LLC | 291,681 | $15.26M | 0.5% | +40,131.9% | 2.161% | |
2/13/2025 | Verisail Partners LLC | 370,423 | $19.38M | 9.1% | N/A | 2.744% | |
2/13/2025 | CreativeOne Wealth LLC | 10,755 | $563K | 0.0% | +27.7% | 0.080% | |
2/13/2025 | Envestnet Asset Management Inc. | 166,747 | $8.72M | 0.0% | +8.3% | 1.235% | |
2/12/2025 | Grand Wealth Management LLC | 527 | $28K | 0.0% | N/A | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 53,672 | $2.81M | 0.0% | +27.8% | 0.398% | |
2/12/2025 | AssuredPartners Investment Advisors LLC | 4,420 | $231K | 0.0% | N/A | 0.033% | |
2/11/2025 | Millstone Evans Group LLC | 11,621 | $608K | 0.4% | N/A | 0.086% | |
2/11/2025 | SageOak Financial LLC | 153,078 | $8.01M | 7.3% | N/A | 1.134% | |
2/10/2025 | Thrivent Financial for Lutherans | 4,197 | $220K | 0.0% | N/A | 0.031% | |
2/10/2025 | Yardley Wealth Management LLC | 219,254 | $11.53M | 5.6% | +21.9% | 1.624% | |
2/10/2025 | United Wealth Management LLC | 576,800 | $30.18M | 10.2% | N/A | 4.273% | |
2/10/2025 | Commonwealth Equity Services LLC | 118,367 | $6.19M | 0.0% | +20.9% | 0.877% | |
2/10/2025 | Farther Finance Advisors LLC | 17,755 | $929K | 0.0% | +71.7% | 0.132% | |
2/10/2025 | EverSource Wealth Advisors LLC | 21,038 | $1.10M | 0.1% | +14.6% | 0.156% | |
2/7/2025 | HighTower Advisors LLC | 403,426 | $21.11M | 0.0% | +4.0% | 2.988% | |
2/7/2025 | Sowell Financial Services LLC | 24,760 | $1.30M | 0.1% | +21.9% | 0.183% | |
2/7/2025 | Babb Wealth Advisors LLC | 144,249 | $7.55M | 6.1% | N/A | 1.069% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 185,619 | $9.71M | 0.3% | +1.3% | 1.375% | |
2/6/2025 | Assetmark Inc. | 265,851 | $13.91M | 0.0% | -1.6% | 1.969% | |
2/5/2025 | Smartleaf Asset Management LLC | 19,901 | $1.04M | 0.1% | +8.5% | 0.147% | |
2/4/2025 | IFP Advisors Inc | 11,521 | $603K | 0.0% | +13.7% | 0.085% | |
2/3/2025 | Private Advisor Group LLC | 61,748 | $3.23M | 0.0% | +1,139.9% | 0.464% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 149,220 | $7.81M | 0.3% | +64.4% | 1.122% | |
1/31/2025 | Kestra Investment Management LLC | 5,477 | $287K | 0.0% | N/A | 0.041% | |
1/31/2025 | Truist Financial Corp | 56,512 | $2.96M | 0.0% | +11.6% | 0.425% | |
1/30/2025 | Copperleaf Capital LLC | 21,971 | $1.15M | 0.7% | +31.6% | 0.165% | |
1/30/2025 | Tcfg Wealth Management LLC | 5,561 | $291K | 0.1% | +16.3% | 0.042% | |
1/29/2025 | PrairieView Partners LLC | 797,937 | $41.75M | 4.4% | +504.1% | 6.091% | |
1/29/2025 | Vested Financial Planning LLC | 43,288 | $2.27M | 2.1% | N/A | 0.330% | |
1/27/2025 | Silver Oak Securities Incorporated | 4,196 | $220K | 0.0% | N/A | 0.032% | |
1/24/2025 | Vantage Point Financial LLC | 76,124 | $3.98M | 2.1% | N/A | 0.595% | |
1/24/2025 | Wealthspan Partners LLC | 24,157 | $1.26M | 0.6% | +27.5% | 0.189% | |
1/23/2025 | DiNuzzo Private Wealth Inc. | 107,307 | $5.61M | 0.7% | +7.9% | 0.838% | |
1/23/2025 | Planning Center Inc. | 1,179,388 | $61.71M | 7.8% | +2.0% | 9.214% | |
1/23/2025 | RCS Financial Planning LLC | 7,365 | $385K | 0.2% | +5.0% | 0.058% | |
1/22/2025 | TRU Independence Asset Management 2 LLC | 55,189 | $2.89M | 2.4% | +272.1% | 0.431% | |
1/22/2025 | Mattern Wealth Management LLC | 281,234 | $14.71M | 3.2% | +4.6% | 2.197% | |
1/21/2025 | KFG Wealth Management LLC | 5,295 | $277K | 0.1% | -10.0% | 0.041% | |
1/21/2025 | Alpha Financial Advisors LLC | 534,795 | $27.98M | 12.7% | +2.7% | 4.178% | |
1/21/2025 | Stewardship Advisors LLC | 10,269 | $537K | 0.1% | +26.0% | 0.080% | |
1/21/2025 | Geneos Wealth Management Inc. | 6,324 | $331K | 0.0% | N/A | 0.049% | |
1/21/2025 | RFG Advisory LLC | 11,479 | $601K | 0.0% | -44.2% | 0.090% | |
1/17/2025 | Aspire Private Capital LLC | 6,247 | $327K | 0.1% | +7.8% | 0.050% | |
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1/16/2025 | Lam Group Inc. | 63,480 | $3.32M | 2.4% | +33.8% | 0.504% | |
1/14/2025 | Apella Capital LLC | 327,261 | $17.12M | 0.7% | N/A | 2.597% | |
1/14/2025 | Park Avenue Securities LLC | 89,530 | $4.68M | 0.0% | +1.1% | 0.711% | |
1/7/2025 | Strathmore Capital Advisors Inc. | 166,314 | $8.70M | 6.3% | N/A | 1.341% | |
11/20/2024 | Virtu Financial LLC | 19,452 | $1.05M | 0.1% | N/A | 0.177% | |
11/15/2024 | Orion Portfolio Solutions LLC | 41,981 | $2.27M | 0.0% | -2.6% | 0.382% | |
11/15/2024 | Jane Street Group LLC | 131,094 | $7.09M | 0.0% | +57.8% | 1.192% | |
11/15/2024 | HighTower Advisors LLC | 387,784 | $20.97M | 0.0% | +3.1% | 3.525% | |
11/15/2024 | Hill Investment Group Partners LLC | 797,600 | $41.77M | 5.8% | -0.5% | 7.251% | |
11/14/2024 | CreativeOne Wealth LLC | 8,422 | $456K | 0.0% | +85.7% | 0.077% | |