5/1/2025 | Croban | 33,949 | $1.49M | 1.4% | N/A | 0.424% | |
4/30/2025 | DMC Group LLC | 27,630 | $1.21M | 1.0% | -18.0% | 0.345% | |
4/30/2025 | Quotient Wealth Partners LLC | 4,652 | $204K | 0.0% | -15.2% | 0.058% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 53,879 | $2.37M | 0.4% | -16.2% | 0.673% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 98,695 | $4.33M | 0.9% | +40.8% | 1.234% | |
4/30/2025 | Fullcircle Wealth LLC | 5,502 | $241K | 0.1% | -18.7% | 0.069% | |
4/29/2025 | Envestnet Asset Management Inc. | 52,915 | $2.32M | 0.0% | -35.7% | 0.661% | |
4/29/2025 | OneDigital Investment Advisors LLC | 230,737 | $10.13M | 0.1% | +0.6% | 2.884% | |
4/28/2025 | Arbor Trust Wealth Advisors LLC | 8,953 | $393K | 0.2% | -22.2% | 0.112% | |
4/25/2025 | Argent Advisors Inc. | 22,736 | $998K | 0.3% | +23.8% | 0.284% | |
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4/25/2025 | LifePlan Financial LLC | 47,518 | $2.09M | 1.8% | +3.3% | 0.594% | |
4/25/2025 | McGuire Investment Group LLC | 145,399 | $6.38M | 0.9% | +9.5% | 1.817% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 20,824 | $914K | 0.0% | +29.1% | 0.260% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,380 | $61K | 0.0% | +23.9% | 0.017% | |
4/23/2025 | Sequoia Financial Advisors LLC | 19,765 | $868K | 0.0% | N/A | 0.247% | |
4/23/2025 | TSA Wealth Managment LLC | 43,469 | $1.91M | 0.8% | -5.8% | 0.543% | |
4/23/2025 | Pinnacle Bancorp Inc. | 596 | $26K | 0.0% | -85.4% | 0.007% | |
4/23/2025 | Northland Capital Management LLC | 731,618 | $32.12M | 21.7% | +61.8% | 9.145% | |
4/22/2025 | 5T Wealth LLC | 48,755 | $2.14M | 1.1% | -10.7% | 0.609% | |
4/21/2025 | Bigelow Investment Advisors LLC | 71,484 | $3.14M | 1.5% | -16.6% | 0.894% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 23,259 | $1.02M | 0.0% | -1.6% | 0.291% | |
4/17/2025 | Sagespring Wealth Partners LLC | 8,177 | $359K | 0.0% | N/A | 0.102% | |
4/17/2025 | Retirement Solution LLC | 9,318 | $409K | 0.1% | -20.1% | 0.116% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 240,127 | $10.54M | 0.3% | +10.5% | 3.002% | |
4/14/2025 | Pillar Financial Advisors LLC | 11,742 | $515K | 0.4% | -5.7% | 0.147% | |
4/14/2025 | Park Avenue Securities LLC | 27,740 | $1.22M | 0.0% | -23.6% | 0.347% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 5,819 | $255K | 0.0% | -16.7% | 0.073% | |
4/11/2025 | Prosperity Planning Inc. | 243,277 | $10.68M | 3.3% | +1.1% | 3.003% | |
4/10/2025 | Cypress Wealth Services LLC | 14,285 | $627K | 0.1% | -19.7% | 0.176% | |
4/10/2025 | Beacon Financial Group | 9,672 | $425K | 0.0% | -3.8% | 0.119% | |
4/10/2025 | Firethorn Wealth Partners LLC | 7,621 | $335K | 0.2% | -3.8% | 0.094% | |
4/9/2025 | Merit Financial Group LLC | 7,167 | $315K | 0.0% | -57.6% | 0.088% | |
4/8/2025 | Myecfo LLC | 55,001 | $2.42M | 1.3% | +7.9% | 0.679% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 53,177 | $2.28M | 0.0% | N/A | 0.657% | |
2/17/2025 | Focus Partners Wealth | 10,313 | $443K | 0.0% | N/A | 0.127% | |
2/17/2025 | Fullcircle Wealth LLC | 6,771 | $292K | 0.1% | +12.1% | 0.084% | |
2/17/2025 | Deutsche Bank AG | 186,831 | $8.02M | 0.0% | -9.9% | 2.307% | |
2/17/2025 | EP Wealth Advisors LLC | 20,253 | $869K | 0.0% | -3.0% | 0.250% | |
2/17/2025 | Citadel Advisors LLC | 9,418 | $404K | 0.0% | N/A | 0.116% | |
2/17/2025 | Cardiff Park Advisors LLC | 35,519 | $1.53M | 0.1% | -14.9% | 0.439% | |
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2/17/2025 | Beverly Hills Private Wealth LLC | 70,086 | $3.01M | 0.6% | +19.6% | 0.865% | |
2/17/2025 | Bank of America Corp DE | 79,638 | $3.42M | 0.0% | -8.7% | 0.983% | |
2/17/2025 | Ameriprise Financial Inc. | 47,559 | $2.04M | 0.0% | +12.6% | 0.587% | |
2/14/2025 | South Plains Financial Inc. | 704 | $30K | 0.0% | N/A | 0.009% | |
2/14/2025 | Jane Street Group LLC | 52,548 | $2.26M | 0.0% | -22.1% | 0.649% | |
2/14/2025 | Betterment LLC | 7,277 | $312K | 0.0% | +27.8% | 0.090% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 777,724 | $33.39M | 0.1% | N/A | 9.602% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,693 | $201K | 0.0% | -18.2% | 0.058% | |
2/14/2025 | OneDigital Investment Advisors LLC | 229,265 | $9.84M | 0.1% | +1.6% | 2.830% | |
2/14/2025 | GeoWealth Management LLC | 1,702 | $73K | 0.0% | +321.3% | 0.021% | |
2/13/2025 | Kelman Lazarov Inc. | 150,218 | $6.45M | 1.2% | -18.2% | 1.855% | |
2/13/2025 | Raymond James Financial Inc. | 36,673 | $1.57M | 0.0% | N/A | 0.453% | |
2/13/2025 | Envestnet Asset Management Inc. | 82,312 | $3.53M | 0.0% | +61.1% | 1.016% | |
2/12/2025 | StoneX Group Inc. | 21,302 | $914K | 0.1% | -8.5% | 0.263% | |
2/12/2025 | Portland Global Advisors LLC | 364,378 | $15.64M | 2.0% | +154.9% | 4.498% | |
2/12/2025 | JPMorgan Chase & Co. | 711,431 | $30.54M | 0.0% | -10.4% | 8.783% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 185,092 | $7.95M | 0.0% | -15.6% | 2.285% | |
2/11/2025 | LPL Financial LLC | 36,118 | $1.55M | 0.0% | -11.5% | 0.446% | |
2/10/2025 | Argent Advisors Inc. | 18,363 | $788K | 0.3% | -14.4% | 0.227% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 15,581 | $669K | 0.0% | N/A | 0.192% | |
2/10/2025 | Commonwealth Equity Services LLC | 5,962 | $256K | 0.0% | +12.0% | 0.074% | |
2/7/2025 | HighTower Advisors LLC | 60,715 | $2.61M | 0.0% | -0.8% | 0.750% | |
2/7/2025 | Retirement Solution LLC | 11,663 | $501K | 0.1% | -8.9% | 0.144% | |
2/7/2025 | Pillar Financial Advisors LLC | 12,446 | $534K | 0.4% | N/A | 0.154% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 5,352 | $230K | 0.0% | N/A | 0.066% | |
2/6/2025 | Raymond James Financial Inc. | 36,673 | $1.57M | 0.0% | N/A | 0.453% | |
2/6/2025 | TSA Wealth Managment LLC | 46,121 | $1.98M | 0.8% | +3.0% | 0.569% | |
2/6/2025 | Shared Vision Wealth Group LLC | 4,896 | $210K | 0.1% | -9.7% | 0.060% | |
2/3/2025 | Private Advisor Group LLC | 32,204 | $1.38M | 0.0% | -1.8% | 0.398% | |
1/31/2025 | Bigelow Investment Advisors LLC | 85,663 | $3.68M | 1.7% | +7.2% | 1.058% | |
1/31/2025 | 5T Wealth LLC | 54,595 | $2.34M | 1.3% | N/A | 0.674% | |
1/31/2025 | Sanctuary Advisors LLC | 133,569 | $5.78M | 0.0% | +2.6% | 1.649% | |
1/31/2025 | WBH Advisory Inc. | 18,129 | $778K | 0.1% | +96.3% | 0.224% | |
1/29/2025 | Kickstand Ventures LLC. | 49,043 | $2.11M | 0.5% | -1.1% | 0.605% | |
1/29/2025 | Beacon Financial Group | 10,054 | $432K | 0.0% | +7.5% | 0.124% | |
1/29/2025 | Focus Financial Network Inc. | 42,061 | $1.81M | 0.1% | +16.6% | 0.519% | |
1/28/2025 | Quotient Wealth Partners LLC | 5,483 | $235K | 0.0% | N/A | 0.068% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 217,347 | $9.33M | 0.3% | +18.6% | 2.683% | |
1/28/2025 | Keystone Financial Group Inc. | 15,745 | $676K | 0.5% | N/A | 0.194% | |
1/27/2025 | Stratos Wealth Advisors LLC | 5,612 | $241K | 0.0% | N/A | 0.069% | |
1/27/2025 | Mather Group LLC. | 873 | $37K | 0.0% | N/A | 0.011% | |
1/24/2025 | Horst & Graben Wealth Management LLC | 64,311 | $2.76M | 0.5% | +9.1% | 0.794% | |
1/23/2025 | DMC Group LLC | 33,713 | $1.45M | 1.2% | -3.0% | 0.416% | |
1/23/2025 | Foster & Motley Inc. | 5,451 | $234K | 0.0% | N/A | 0.067% | |
1/22/2025 | Mayflower Financial Advisors LLC | 14,244 | $611K | 0.1% | +7.7% | 0.176% | |
1/22/2025 | Patriot Financial Group Insurance Agency LLC | 6,982 | $300K | 0.0% | +10.5% | 0.086% | |
1/22/2025 | Perigon Wealth Management LLC | 8,542 | $367K | 0.0% | -3.7% | 0.105% | |
1/22/2025 | FFG Retirement Advisors LLC | 5,375 | $231K | 0.2% | -68.3% | 0.066% | |
1/22/2025 | Northland Capital Management LLC | 452,078 | $19.41M | 14.4% | +4.1% | 5.581% | |
1/21/2025 | CFS Investment Advisory Services LLC | 33,603 | $1.44M | 0.1% | +32.7% | 0.425% | |
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1/21/2025 | McGuire Investment Group LLC | 132,822 | $5.70M | 0.8% | +0.7% | 1.681% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 16,125 | $692K | 0.0% | +79.1% | 0.204% | |
1/17/2025 | Planned Solutions Inc. | 18,081 | $776K | 0.3% | +4.3% | 0.229% | |
1/17/2025 | LifePlan Financial LLC | 45,990 | $1.97M | 1.7% | +1.0% | 0.582% | |
1/17/2025 | Prosperity Planning Inc. | 240,650 | $10.33M | 3.3% | +6.6% | 3.046% | |
1/16/2025 | Wooster Corthell Wealth Management Inc. | 53,885 | $2.31M | 0.5% | -11.6% | 0.682% | |
1/16/2025 | Arbor Trust Wealth Advisors LLC | 11,509 | $494K | 0.2% | -34.2% | 0.146% | |
1/15/2025 | Merit Financial Group LLC | 16,889 | $725K | 0.0% | N/A | 0.214% | |
1/15/2025 | Cypress Wealth Services LLC | 17,800 | $764K | 0.2% | -9.1% | 0.225% | |
1/14/2025 | Park Avenue Securities LLC | 36,320 | $1.56M | 0.0% | +17.9% | 0.460% | |