5/2/2025 | Bogart Wealth LLC | 41,049 | $3.18M | 0.1% | N/A | 0.127% | |
5/2/2025 | Signaturefd LLC | 3,525,105 | $272.95M | 5.2% | N/A | 10.890% | |
5/1/2025 | LRI Investments LLC | 2,677 | $207K | 0.0% | +14.4% | 0.008% | |
5/1/2025 | Barry Investment Advisors LLC | 53,155 | $4.12M | 1.1% | +16.1% | 0.164% | |
4/30/2025 | CFO4Life Group LLC | 143,598 | $11.12M | 1.9% | N/A | 0.444% | |
4/30/2025 | Topsail Wealth Management LLC | 2,959 | $229K | 0.0% | N/A | 0.009% | |
4/30/2025 | Axxcess Wealth Management LLC | 35,578 | $2.76M | 0.1% | N/A | 0.110% | |
4/30/2025 | OMNI 360 Wealth Inc. | 61,445 | $4.76M | 2.8% | +41.1% | 0.190% | |
4/30/2025 | Crossmark Global Holdings Inc. | 34,575 | $2.68M | 0.0% | N/A | 0.107% | |
4/29/2025 | Envestnet Asset Management Inc. | 467,850 | $36.23M | 0.0% | +1,071.9% | 1.445% | |
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4/29/2025 | Olistico Wealth LLC | 1,694 | $131K | 0.1% | +33.3% | 0.005% | |
4/29/2025 | Compton Wealth Advisory Group LLC | 75,610 | $5.85M | 1.6% | +235.9% | 0.234% | |
4/29/2025 | Bank of New York Mellon Corp | 26,667 | $2.07M | 0.0% | N/A | 0.082% | |
4/29/2025 | Olde Wealth Management LLC | 70,424 | $5.45M | 1.9% | N/A | 0.218% | |
4/29/2025 | Mills Wealth Advisors LLC | 316,407 | $24.50M | 13.0% | +9.0% | 0.977% | |
4/29/2025 | Tilson Financial Group Inc. | 433,429 | $33.56M | 13.3% | +9.8% | 1.339% | |
4/29/2025 | OneDigital Investment Advisors LLC | 28,077 | $2.17M | 0.0% | N/A | 0.087% | |
4/28/2025 | Gutierrez Wealth Advisory LLC | 112,458 | $8.71M | 7.1% | +5.1% | 0.347% | |
4/28/2025 | Private Trust Co. NA | 1,948 | $151K | 0.0% | N/A | 0.006% | |
4/28/2025 | Physician Wealth Advisors Inc. | 2,483 | $192K | 0.0% | +8.4% | 0.008% | |
4/28/2025 | Swmg LLC | 12,205 | $941K | 0.4% | N/A | 0.038% | |
4/28/2025 | Lansing Street Advisors | 82,274 | $6.37M | 2.1% | +15.8% | 0.254% | |
4/25/2025 | L.K. Benson & Company P.C. | 5,568 | $431K | 0.3% | +36.7% | 0.017% | |
4/24/2025 | Elite Life Management LLC | 44,630 | $3.46M | 10.8% | +12.6% | 0.138% | |
4/23/2025 | HBK Sorce Advisory LLC | 7,958,037 | $616.19M | 18.1% | +10.7% | 24.585% | |
4/23/2025 | Spire Wealth Management | 396 | $31K | 0.0% | N/A | 0.001% | |
4/23/2025 | Cornerstone Wealth Group LLC | 277,268 | $21.47M | 1.8% | N/A | 0.857% | |
4/23/2025 | Continuum Advisory LLC | 952 | $74K | 0.0% | N/A | 0.003% | |
4/22/2025 | Diversified Portfolios Inc. | 773,429 | $59.89M | 6.3% | +38.1% | 2.389% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 59,734 | $4.63M | 0.0% | +642.4% | 0.185% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 54,287 | $4.20M | 0.0% | N/A | 0.168% | |
4/21/2025 | NorthLanding Financial Partners LLC | 93,121 | $7.21M | 7.1% | +11.4% | 0.288% | |
4/18/2025 | San Luis Wealth Advisors LLC | 434,881 | $33.67M | 7.2% | -16.2% | 1.343% | |
4/17/2025 | Breakwater Investment Management | 14,412 | $1.12M | 0.5% | +136.0% | 0.045% | |
4/17/2025 | Mission Wealth Management LP | 40,396 | $3.13M | 0.1% | N/A | 0.125% | |
4/17/2025 | Keystone Wealth Services LLC | 3,551 | $275K | 0.1% | N/A | 0.011% | |
4/17/2025 | Pinion Investment Advisors LLC | 178,106 | $13.79M | 3.0% | +81.6% | 0.550% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 8,150 | $631K | 0.0% | N/A | 0.025% | |
4/16/2025 | ShankerValleau Wealth Advisors Inc. | 151,232 | $11.71M | 3.8% | +1.9% | 0.467% | |
4/16/2025 | Martel Wealth Advisors Inc | 1,352,689 | $104.74M | 20.9% | +23.3% | 4.179% | |
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4/16/2025 | Schoolcraft Capital LLC | 403,597 | $31.25M | 6.1% | N/A | 1.247% | |
4/16/2025 | Patriot Investment Management Group Inc. | 27,523 | $2.13M | 0.2% | +5.5% | 0.085% | |
4/15/2025 | Zhang Financial LLC | 2,771 | $215K | 0.0% | N/A | 0.009% | |
4/15/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 77,259 | $5.89M | 1.3% | +744.1% | 0.239% | |
4/15/2025 | SJS Investment Consulting Inc. | 164,620 | $12.75M | 2.2% | +13.1% | 0.509% | |
4/11/2025 | Verum Partners LLC | 255,579 | $19.79M | 5.3% | +37.5% | 0.790% | |
4/11/2025 | Enclave Advisors LLC | 30,952 | $2.40M | 0.4% | -11.7% | 0.096% | |
4/10/2025 | Retirement Planning Group LLC | 38,813 | $3.01M | 0.1% | N/A | 0.120% | |
4/10/2025 | CGN Advisors LLC | 213,922 | $16.56M | 1.6% | +14.7% | 0.661% | |
4/9/2025 | Harbor Investment Advisory LLC | 10,788 | $835K | 0.1% | +55.5% | 0.033% | |
4/9/2025 | Kaizen Financial Strategies | 119,448 | $9.25M | 5.3% | +20.5% | 0.369% | |
4/7/2025 | AdvisorNet Financial Inc | 443 | $34K | 0.0% | N/A | 0.002% | |
4/4/2025 | Kings Path Partners LLC | 27,384 | $2.12M | 1.0% | N/A | 0.102% | |
2/22/2025 | American Trust | 390,716 | $29.62M | 2.3% | N/A | 2.031% | |
2/18/2025 | Cornerstone Advisory LLC | 5,357 | $410K | 0.0% | +78.6% | 0.028% | |
2/18/2025 | McIlrath & Eck LLC | 113,648 | $8.62M | 1.1% | +11.0% | 0.591% | |
2/17/2025 | LRI Investments LLC | 2,341 | $177K | 0.0% | +79.1% | 0.012% | |
2/17/2025 | Kaizen Financial Strategies | 99,095 | $7.51M | 4.3% | -6.2% | 0.515% | |
2/17/2025 | EP Wealth Advisors LLC | 3,715 | $282K | 0.0% | N/A | 0.019% | |
2/17/2025 | Accredited Wealth Management LLC | 1,480 | $112K | 0.1% | N/A | 0.008% | |
2/14/2025 | UP Strategic Wealth Investment Advisors LLC | 51,823 | $3.93M | 3.9% | -1.2% | 0.269% | |
2/13/2025 | NewEdge Advisors LLC | 24,940 | $1.89M | 0.0% | +130.6% | 0.130% | |
2/13/2025 | Tandem Investment Partners LLC | 70,792 | $5.37M | 5.1% | N/A | 0.368% | |
2/13/2025 | Envestnet Asset Management Inc. | 39,923 | $3.03M | 0.0% | +180.3% | 0.208% | |
2/13/2025 | Wells Fargo & Company MN | 984 | $75K | 0.0% | N/A | 0.005% | |
2/12/2025 | Grand Wealth Management LLC | 42,671 | $3.24M | 1.8% | +33.0% | 0.222% | |
2/12/2025 | Boston Family Office LLC | 22,156 | $1.68M | 0.1% | N/A | 0.115% | |
2/12/2025 | Physician Wealth Advisors Inc. | 2,290 | $174K | 0.0% | N/A | 0.012% | |
2/12/2025 | Tucker Asset Management LLC | 1,335 | $101K | 0.0% | N/A | 0.007% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 760,341 | $57.64M | 0.1% | +6.6% | 3.952% | |
2/12/2025 | Momentous Wealth Management Inc. | 247,551 | $18.77M | 15.6% | N/A | 1.287% | |
2/12/2025 | Ariadne Wealth Management LP | 3,553 | $271K | 0.1% | N/A | 0.018% | |
2/11/2025 | Lynx Investment Advisory | 7,949 | $603K | 0.4% | N/A | 0.041% | |
2/11/2025 | LPL Financial LLC | 19,470 | $1.48M | 0.0% | +109.4% | 0.101% | |
2/11/2025 | Gutierrez Wealth Advisory LLC | 106,978 | $8.11M | 6.7% | N/A | 0.556% | |
2/11/2025 | HUB Investment Partners LLC | 308,264 | $23.37M | 1.0% | +20.2% | 1.602% | |
2/11/2025 | L.K. Benson & Company P.C. | 4,074 | $309K | 0.2% | N/A | 0.021% | |
2/10/2025 | Greenwich Wealth Management LLC | 80,243 | $6.08M | 0.4% | +95.0% | 0.417% | |
2/10/2025 | Commonwealth Equity Services LLC | 45,462 | $3.45M | 0.0% | +80.9% | 0.236% | |
2/10/2025 | Elite Life Management LLC | 39,651 | $3.01M | 8.9% | +23.6% | 0.206% | |
2/10/2025 | HBK Sorce Advisory LLC | 7,187,622 | $544.89M | 16.4% | +6.7% | 37.358% | |
2/7/2025 | HighTower Advisors LLC | 106,430 | $8.07M | 0.0% | +182.6% | 0.553% | |
2/7/2025 | Tilson Financial Group Inc. | 394,684 | $29.92M | 12.2% | +47.0% | 2.051% | |
2/7/2025 | Rialto Wealth Management LLC | 3,427 | $260K | 0.1% | N/A | 0.018% | |
2/7/2025 | Magnolia Wealth Management LLC | 600,138 | $45.50M | 31.6% | +2.8% | 3.119% | |
2/7/2025 | Strategic Family Wealth Counselors L.L.C. | 38,599 | $2.93M | 1.0% | +77.3% | 0.201% | |
2/6/2025 | Pinion Investment Advisors LLC | 98,066 | $7.43M | 3.0% | -1.7% | 0.510% | |
2/5/2025 | TD Capital Management LLC | 1,961 | $149K | 0.0% | N/A | 0.010% | |
2/5/2025 | Mills Wealth Advisors LLC | 290,154 | $22.00M | 12.5% | +127.7% | 1.508% | |
2/4/2025 | Daner Wealth Management LLC | 4,541 | $347K | 0.3% | N/A | 0.024% | |
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2/4/2025 | Tull Financial Group Inc. | 173,032 | $13.12M | 7.9% | +3.1% | 0.899% | |
2/4/2025 | Transcendent Capital Group LLC | 539 | $41K | 0.0% | N/A | 0.003% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 175,797 | $13.33M | 0.3% | +179.8% | 0.914% | |
2/4/2025 | Lansing Street Advisors | 71,047 | $5.39M | 1.9% | -15.8% | 0.369% | |
2/4/2025 | Marshall Investment Management LLC | 1,126 | $89K | 0.1% | N/A | 0.006% | |
2/3/2025 | Private Advisor Group LLC | 106,790 | $8.10M | 0.0% | N/A | 0.555% | |
2/3/2025 | Pasadena Private Wealth LLC | 4,298 | $326K | 0.1% | +27.5% | 0.022% | |
1/31/2025 | Truist Financial Corp | 97,961 | $7.43M | 0.0% | +3.2% | 0.509% | |
1/31/2025 | Nicholas Hoffman & Company LLC. | 43,107 | $3.27M | 0.1% | +34.2% | 0.224% | |
1/30/2025 | Principal Securities Inc. | 15,488 | $1.17M | 0.0% | -13.3% | 0.080% | |