5/20/2025 | Focus Partners Wealth | 304,002 | $13.08M | 0.0% | N/A | 2.317% | |
5/19/2025 | Jane Street Group LLC | 45,752 | $1.97M | 0.0% | -50.3% | 0.349% | |
5/16/2025 | Empowered Funds LLC | 1,201,130 | $51.66M | 0.7% | +1.1% | 9.155% | |
5/16/2025 | Jones Financial Companies Lllp | 25,911 | $1.11M | 0.0% | +3,704.8% | 0.197% | |
5/16/2025 | AQR Capital Management LLC | 29,597 | $1.27M | 0.0% | +38.9% | 0.226% | |
5/16/2025 | Aprio Wealth Management LLC | 70,345 | $3.03M | 0.4% | -8.4% | 0.536% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 57,148 | $2.46M | 0.0% | +97.9% | 0.436% | |
5/15/2025 | OLD Mission Capital LLC | 15,008 | $645K | 0.0% | N/A | 0.114% | |
5/14/2025 | Entrewealth LLC | 14,726 | $633K | 0.5% | +35.1% | 0.113% | |
5/14/2025 | Nicolet Bankshares Inc. | 140,446 | $6.04M | 1.2% | +4.7% | 1.077% | |
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5/14/2025 | Hill Investment Group Partners LLC | 769,364 | $33.09M | 4.5% | +0.7% | 5.900% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,606 | $155K | 0.0% | -38.6% | 0.028% | |
5/14/2025 | Flow Traders U.S. LLC | 31,984 | $1.38M | 0.1% | N/A | 0.245% | |
5/13/2025 | American Century Companies Inc. | 324,287 | $13.95M | 0.0% | +7.1% | 2.487% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 35,111 | $1.51M | 0.4% | -6.9% | 0.269% | |
5/12/2025 | CCM Investment Group LLC | 1,200,779 | $51.43M | 5.4% | N/A | 9.208% | |
5/12/2025 | Arcadia Wealth Management Inc. | 50,772 | $2.18M | 1.7% | +4.2% | 0.389% | |
5/9/2025 | Keb Asset Management LLC | 6,475 | $278K | 0.1% | N/A | 0.050% | |
5/9/2025 | Chicago Partners Investment Group LLC | 94,110 | $4.12M | 0.1% | +0.5% | 0.722% | |
5/9/2025 | North Ridge Wealth Advisors Inc. | 102,832 | $4.42M | 3.0% | -0.4% | 0.789% | |
5/9/2025 | Capstone Financial Advisors Inc. | 280,245 | $12.05M | 0.8% | -18.2% | 2.149% | |
5/9/2025 | Haven Private LLC | 23,676 | $1.02M | 0.6% | -32.7% | 0.182% | |
5/8/2025 | Endeavor Private Wealth Inc. | 9,753 | $419K | 0.2% | +7.1% | 0.075% | |
5/8/2025 | Nicolet Advisory Services LLC | 304,330 | $12.25M | 1.2% | +5.5% | 2.334% | |
5/7/2025 | Werba Rubin Papier Wealth Management | 23,454 | $1.01M | 0.2% | +25.3% | 0.180% | |
5/7/2025 | LPL Financial LLC | 152,412 | $6.56M | 0.0% | -1.0% | 1.169% | |
5/6/2025 | AE Wealth Management LLC | 10,614 | $456K | 0.0% | +115.4% | 0.081% | |
5/6/2025 | WorthPointe LLC | 238,494 | $10.26M | 4.6% | +1.6% | 1.829% | |
5/6/2025 | Physician Wealth Solutions Inc. | 307,958 | $13.25M | 6.7% | -1.8% | 2.362% | |
5/6/2025 | WMG Financial Advisors LLC | 97,272 | $4.18M | 1.8% | +5.9% | 0.746% | |
5/5/2025 | Parkworth Wealth Management Inc. | 20,214 | $869K | 0.7% | +2.5% | 0.155% | |
5/5/2025 | IFP Advisors Inc | 4,337 | $187K | 0.0% | -51.5% | 0.033% | |
5/5/2025 | PCG Wealth Advisors LLC | 33,993 | $1.46M | 0.5% | +54.1% | 0.261% | |
5/5/2025 | Allegiance Financial Group Advisory Services LLC | 230,095 | $9.90M | 3.0% | +10.4% | 1.765% | |
5/5/2025 | Nwam LLC | 5,223 | $225K | 0.0% | -9.1% | 0.040% | |
5/2/2025 | Forum Financial Management LP | 35,354 | $1.52M | 0.0% | N/A | 0.271% | |
5/2/2025 | HTG Investment Advisors Inc. | 61,288 | $2.64M | 1.1% | +16.1% | 0.470% | |
5/2/2025 | MB Generational Wealth LLC | 9,214 | $396K | 0.3% | -49.3% | 0.071% | |
5/2/2025 | Seaside Wealth Management Inc. | 221,387 | $9.52M | 3.4% | +5.7% | 1.698% | |
5/2/2025 | Larson Financial Group LLC | 11,405 | $491K | 0.0% | -7.4% | 0.087% | |
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5/1/2025 | CWM LLC | 191,936 | $8.26M | 0.0% | +1.4% | 1.472% | |
5/1/2025 | Valued Wealth Advisors LLC | 76,378 | $3.29M | 2.0% | +9.0% | 0.586% | |
5/1/2025 | Austin Wealth Management LLC | 74,056 | $3.16M | 0.6% | +25.3% | 0.568% | |
5/1/2025 | Park Square Financial Group LLC | 710 | $31K | 0.0% | N/A | 0.005% | |
4/30/2025 | Axxcess Wealth Management LLC | 18,272 | $786K | 0.0% | +5.3% | 0.140% | |
4/29/2025 | Envestnet Asset Management Inc. | 161,185 | $6.93M | 0.0% | +4.8% | 1.236% | |
4/29/2025 | Pacific Life Fund Advisors LLC | 70,442 | $3.03M | 0.3% | -5.7% | 0.540% | |
4/29/2025 | Strategic Blueprint LLC | 123,148 | $5.30M | 0.3% | +5.4% | 0.944% | |
4/29/2025 | OneDigital Investment Advisors LLC | 117,152 | $5.04M | 0.1% | -3.3% | 0.898% | |
4/28/2025 | Clune & Associates LTD. | 4,723 | $203K | 0.1% | N/A | 0.036% | |
4/28/2025 | Equita Financial Network Inc. | 181,940 | $7.83M | 2.7% | +15.1% | 1.395% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 78,872 | $3.34M | 1.3% | +12.1% | 0.605% | |
4/28/2025 | Quarry Hill Advisors LLC | 114,138 | $4.91M | 3.2% | +10.7% | 0.875% | |
4/28/2025 | BetterWealth LLC | 306,461 | $13.18M | 3.7% | +7.5% | 2.350% | |
4/25/2025 | Prairiewood Capital LLC | 226,000 | $9.72M | 4.0% | +5.9% | 1.733% | |
4/23/2025 | Sequoia Financial Advisors LLC | 124,729 | $5.37M | 0.0% | N/A | 0.957% | |
4/23/2025 | SOL Capital Management CO | 46,107 | $1.98M | 0.2% | -8.4% | 0.354% | |
4/23/2025 | Leading Edge Financial Planning LLC | 104,118 | $4.48M | 1.4% | +29.6% | 0.798% | |
4/23/2025 | SC&H Financial Advisors Inc. | 25,528 | $1.10M | 0.2% | +7.8% | 0.196% | |
4/21/2025 | Flagstone Financial Management | 22,761 | $979K | 0.3% | +11.3% | 0.175% | |
4/17/2025 | Sprinkle Financial Consultants LLC | 35,598 | $1.53M | 1.0% | +58.2% | 0.273% | |
4/17/2025 | Life Planning Partners Inc | 28,036 | $1.21M | 1.1% | +4.2% | 0.215% | |
4/16/2025 | Lam Group Inc. | 105,215 | $4.53M | 3.3% | +41.5% | 0.807% | |
4/16/2025 | ShankerValleau Wealth Advisors Inc. | 330,827 | $14.23M | 4.6% | +2.9% | 2.537% | |
4/16/2025 | Cypress Point Wealth Management LLC | 7,284 | $313K | 0.1% | +19.4% | 0.056% | |
4/16/2025 | Signature Resources Capital Management LLC | 3,792 | $163K | 0.1% | -15.7% | 0.029% | |
4/15/2025 | FMB Wealth Management | 5,267 | $227K | 0.1% | N/A | 0.040% | |
4/15/2025 | Magnolia Private Wealth LLC | 5,372 | $231K | 0.1% | N/A | 0.041% | |
4/15/2025 | Vestment Financial LLC | 119,295 | $5.16M | 3.7% | +7.9% | 0.915% | |
4/15/2025 | SJS Investment Consulting Inc. | 2,494 | $107K | 0.0% | +32.8% | 0.019% | |
4/15/2025 | Simplicity Wealth LLC | 97,275 | $4.18M | 0.3% | N/A | 0.746% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 86,021 | $3.70M | 0.1% | N/A | 0.660% | |
4/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 14,672 | $591K | 0.2% | +29.2% | 0.113% | |
4/14/2025 | Park Avenue Securities LLC | 77,731 | $3.34M | 0.0% | +13.4% | 0.596% | |
4/14/2025 | LexAurum Advisors LLC | 135,835 | $5.84M | 1.1% | +8.7% | 1.042% | |
4/10/2025 | Apella Capital LLC | 28,066 | $1.15M | 0.0% | -1.8% | 0.215% | |
4/10/2025 | DBK Financial Counsel LLC | 54,020 | $2.32M | 2.3% | +1.5% | 0.414% | |
4/10/2025 | Level Financial Advisors | 157,731 | $6.78M | 2.3% | +3.0% | 1.210% | |
4/9/2025 | Quantum Financial Advisors LLC | 365,936 | $15.74M | 2.3% | +0.2% | 2.806% | |
4/3/2025 | Collective Family Office LLC | 110,231 | $4.74M | 1.3% | +7.0% | 0.845% | |
3/24/2025 | Avant Financial Advisors LLC | 12,574 | $527K | 0.5% | N/A | 0.098% | |
3/6/2025 | Arcadia Wealth Management Inc. | 48,724 | $2.04M | 1.7% | N/A | 0.382% | |
2/25/2025 | Heck Capital Advisors LLC | 1,087 | $46K | 0.0% | N/A | 0.010% | |
2/25/2025 | Armis Advisers LLC | 6,557 | $275K | 0.0% | N/A | 0.061% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 28,878 | $1.21M | 0.0% | +83.5% | 0.270% | |
2/17/2025 | Vestment Financial LLC | 110,580 | $4.57M | 3.5% | N/A | 1.035% | |
2/17/2025 | CoreCap Advisors LLC | 5,361 | $225K | 0.0% | +953.2% | 0.050% | |
2/17/2025 | Cardiff Park Advisors LLC | 57,659 | $2.42M | 0.2% | +0.4% | 0.540% | |
2/17/2025 | Aptus Capital Advisors LLC | 713 | $30K | 0.0% | -81.3% | 0.007% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 61,020 | $2.56M | 0.0% | N/A | 0.571% | |
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2/14/2025 | Jane Street Group LLC | 92,014 | $3.86M | 0.0% | -19.7% | 0.862% | |
2/14/2025 | Capstone Financial Advisors Inc. | 342,631 | $14.36M | 0.9% | +29.5% | 3.208% | |
2/14/2025 | Parkshore Wealth Management Inc. | 73,672 | $3.09M | 1.9% | N/A | 0.690% | |
2/14/2025 | OneDigital Investment Advisors LLC | 121,180 | $5.08M | 0.1% | -0.6% | 1.135% | |
2/14/2025 | MML Investors Services LLC | 57,833 | $2.42M | 0.0% | +3.2% | 0.542% | |
2/14/2025 | GeoWealth Management LLC | 28,754 | $1.21M | 0.0% | +7.8% | 0.269% | |
2/13/2025 | Mariner LLC | 10,988 | $461K | 0.0% | +2.5% | 0.103% | |
2/13/2025 | Nicolet Bankshares Inc. | 134,205 | $5.63M | 1.3% | +4.7% | 1.257% | |
2/13/2025 | Rockefeller Capital Management L.P. | 11,685 | $490K | 0.0% | N/A | 0.109% | |
2/13/2025 | Garrison Point Advisors LLC | 13,704 | $574K | 0.3% | N/A | 0.128% | |