7/10/2025 | Cypress Point Wealth Management LLC | 371,291 | $26.38M | 6.4% | -18.9% | 4.027% | |
7/8/2025 | ShankerValleau Wealth Advisors Inc. | 81,735 | $5.81M | 1.7% | N/A | 0.886% | |
5/16/2025 | Kestra Investment Management LLC | 4,883 | $313K | 0.0% | N/A | 0.056% | |
5/16/2025 | Plancorp LLC | 32,650 | $2.10M | 0.1% | +11.9% | 0.372% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 456,265 | $29.29M | 2.5% | +6.3% | 5.197% | |
5/14/2025 | WCG Wealth Advisors LLC | 36,326 | $2.33M | 0.2% | -4.5% | 0.414% | |
5/14/2025 | Full Sail Capital LLC | 3,521 | $226K | 0.0% | N/A | 0.040% | |
5/14/2025 | Flow Traders U.S. LLC | 17,629 | $1.13M | 0.0% | N/A | 0.201% | |
5/13/2025 | HighTower Advisors LLC | 123,691 | $7.94M | 0.0% | N/A | 1.409% | |
5/9/2025 | Chicago Partners Investment Group LLC | 17,193 | $1.11M | 0.0% | +17.1% | 0.196% | |
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5/9/2025 | Haven Private LLC | 164,368 | $10.55M | 6.0% | -4.8% | 1.872% | |
5/7/2025 | Nemes Rush Group LLC | 657 | $42K | 0.0% | N/A | 0.007% | |
5/7/2025 | LPL Financial LLC | 198,440 | $12.74M | 0.0% | +65.1% | 2.260% | |
5/6/2025 | AE Wealth Management LLC | 32,435 | $2.08M | 0.0% | +126.8% | 0.369% | |
5/5/2025 | FAS Wealth Partners Inc. | 211,717 | $13.59M | 1.1% | +1.1% | 2.411% | |
5/2/2025 | Arcadia Investment Advisors LLC | 122,688 | $7.88M | 4.4% | +4.8% | 1.397% | |
5/1/2025 | Legacy Financial Group Inc. | 6,212 | $399K | 0.1% | N/A | 0.071% | |
5/1/2025 | Park Square Financial Group LLC | 2,796 | $180K | 0.1% | N/A | 0.032% | |
4/30/2025 | Dogwood Wealth Management LLC | 132,936 | $8.53M | 4.5% | -4.6% | 1.629% | |
4/29/2025 | Envestnet Asset Management Inc. | 444,137 | $28.51M | 0.0% | +3,200.4% | 5.443% | |
4/29/2025 | Pacific Life Fund Advisors LLC | 994,927 | $63.87M | 7.2% | -15.1% | 12.193% | |
4/25/2025 | Waterfront Wealth Inc. | 25,940 | $1.67M | 0.4% | +15.6% | 0.318% | |
4/18/2025 | Lion Street Advisors LLC | 13,762 | $884K | 0.3% | N/A | 0.169% | |
4/17/2025 | Grimes & Company Inc. | 143,814 | $9.23M | 0.3% | +111.5% | 1.762% | |
4/16/2025 | Armbruster Capital Management Inc. | 12,075 | $775K | 0.2% | +60.5% | 0.148% | |
4/16/2025 | Cypress Point Wealth Management LLC | 458,063 | $29.41M | 9.3% | +40.4% | 5.614% | |
4/15/2025 | Simplicity Wealth LLC | 338,512 | $21.73M | 1.7% | N/A | 4.148% | |
4/14/2025 | Farther Finance Advisors LLC | 5,973 | $385K | 0.0% | +3.8% | 0.073% | |
4/11/2025 | Prosperity Planning Inc. | 92,353 | $5.93M | 1.9% | +29.5% | 1.132% | |
4/10/2025 | Oak Root LLC | 2,892,770 | $185.72M | 24.9% | -0.5% | 35.451% | |
3/4/2025 | Dogwood Wealth Management LLC | 139,379 | $9.42M | 5.0% | -5.8% | 3.226% | |
2/19/2025 | WCG Wealth Advisors LLC | 38,038 | $2.57M | 0.2% | +1.8% | 0.881% | |
2/17/2025 | Visionary Wealth Advisors | 38,525 | $2.60M | 0.2% | +246.9% | 0.892% | |
2/17/2025 | Citadel Advisors LLC | 3,027 | $204K | 0.0% | N/A | 0.070% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 409,202 | $27.64M | 0.1% | N/A | 9.472% | |
2/14/2025 | FAS Wealth Partners Inc. | 209,465 | $14.15M | 1.2% | -4.5% | 4.849% | |
2/13/2025 | Rockefeller Capital Management L.P. | 24,311 | $1.64M | 0.0% | +67.5% | 0.563% | |
2/13/2025 | Envestnet Asset Management Inc. | 13,457 | $909K | 0.0% | +9.6% | 0.312% | |
2/11/2025 | LPL Financial LLC | 120,167 | $8.12M | 0.0% | +10.1% | 2.782% | |
2/10/2025 | Clearwater Capital Advisors LLC | 6,124 | $414K | 0.0% | N/A | 0.142% | |
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2/10/2025 | Corient Private Wealth LLC | 22,665 | $1.53M | 0.0% | +0.9% | 0.525% | |
2/10/2025 | Commonwealth Equity Services LLC | 8,280 | $559K | 0.0% | +3.0% | 0.192% | |
2/7/2025 | Haven Private LLC | 172,733 | $11.67M | 6.5% | N/A | 3.998% | |
2/5/2025 | Allegiance Financial Group Advisory Services LLC | 3,073 | $208K | 0.1% | N/A | 0.071% | |
2/3/2025 | Waterfront Wealth Inc. | 22,444 | $1.52M | 0.4% | +17.0% | 0.520% | |
1/31/2025 | Pacific Life Fund Advisors LLC | 1,172,118 | $79.18M | 8.2% | +18.0% | 27.132% | |
1/24/2025 | Arcadia Investment Advisors LLC | 117,041 | $7.91M | 4.3% | -0.3% | 2.709% | |
1/24/2025 | Chicago Partners Investment Group LLC | 14,687 | $1.00M | 0.0% | +3.9% | 0.340% | |
1/21/2025 | Cypress Point Wealth Management LLC | 326,175 | $22.03M | 6.9% | +31.2% | 7.550% | |
1/21/2025 | Grimes & Company Inc. | 68,012 | $4.59M | 0.1% | +610.4% | 1.574% | |
1/17/2025 | Prosperity Planning Inc. | 71,298 | $4.82M | 1.5% | +48.8% | 1.650% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 402,073 | $26.55M | 2.3% | +20.7% | 9.307% | |
11/15/2024 | Jane Street Group LLC | 19,547 | $1.29M | 0.0% | N/A | 0.452% | |
11/14/2024 | Rockefeller Capital Management L.P. | 14,514 | $958K | 0.0% | N/A | 0.336% | |
11/1/2024 | Cypress Point Wealth Management LLC | 248,594 | $16.41M | 6.4% | +20.0% | 5.754% | |
10/29/2024 | Chicago Partners Investment Group LLC | 14,134 | $941K | 0.0% | +6.6% | 0.327% | |
10/29/2024 | Farther Finance Advisors LLC | 5,759 | $380K | 0.0% | N/A | 0.133% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 993,410 | $65.59M | 6.5% | +58.6% | 22.996% | |
10/23/2024 | Grimes & Company Inc. | 9,574 | $632K | 0.0% | N/A | 0.222% | |
10/18/2024 | Waypoint Capital Advisors LLC | 240,803 | $15.90M | 3.4% | +173.3% | 5.574% | |
10/7/2024 | Prosperity Planning Inc. | 47,931 | $3.16M | 1.0% | +146.3% | 1.110% | |
8/15/2024 | Beaird Harris Wealth Management LLC | 333,250 | $20.92M | 2.0% | N/A | 7.714% | |
8/3/2024 | Pacific Life Fund Advisors LLC | 626,266 | $39.31M | 3.9% | N/A | 14.497% | |
8/1/2024 | Oak Root LLC | 2,908,670 | $182.58M | 24.3% | -2.0% | 67.330% | |
8/1/2024 | Waterfront Wealth Inc. | 16,391 | $1.03M | 0.3% | +4.3% | 0.379% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,533 | $850K | 0.0% | -9.9% | 0.313% | |
7/29/2024 | FAS Wealth Partners Inc. | 753 | $47K | 0.0% | +157.9% | 0.017% | |
7/27/2024 | Cypress Point Wealth Management LLC | 207,241 | $13.01M | 6.2% | +24.9% | 4.797% | |
7/26/2024 | My Personal CFO LLC | 3,760 | $236K | 0.1% | N/A | 0.087% | |
7/25/2024 | Waypoint Capital Advisors LLC | 88,122 | $5.53M | 1.4% | N/A | 2.040% | |
7/24/2024 | Herold Advisors Inc. | 3,204 | $201K | 0.0% | N/A | 0.074% | |
5/2/2024 | AlphaQ Advisors LLC | 151,469 | $9.36M | 5.6% | +7.7% | 3.556% | |
4/30/2024 | Commonwealth Equity Services LLC | 15,015 | $928K | 0.0% | N/A | 0.352% | |
4/16/2024 | Dixon Fnancial Services Inc. | 11,933 | $738K | 0.4% | N/A | 0.000% | |
2/23/2024 | Chicago Partners Investment Group LLC | 6,484 | $366K | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 22,452 | $1.25M | 0.0% | N/A | 0.000% | |
1/29/2024 | AlphaQ Advisors LLC | 140,694 | $7.83M | 5.4% | N/A | 0.000% | |