10/17/2025 | WorthPointe LLC | 25,601 | $1.84M | 0.7% | +638.8% | 0.084% | |
10/17/2025 | Archford Capital Strategies LLC | 105,886 | $7.62M | 0.9% | +1.0% | 0.348% | |
10/17/2025 | Perigon Wealth Management LLC | 9,985 | $718K | 0.0% | +27.9% | 0.033% | |
10/17/2025 | Great Oak Capital Partners LLC | 386,704 | $27.88M | 7.3% | +3.4% | 1.272% | |
10/17/2025 | Apella Capital LLC | 15,760 | $1.12M | 0.0% | -27.9% | 0.052% | |
10/16/2025 | Blue Trust Inc. | 368 | $26K | 0.0% | -36.3% | 0.001% | |
10/15/2025 | FMB Wealth Management | 42,809 | $3.08M | 1.3% | -0.7% | 0.141% | |
10/15/2025 | Vestia Personal Wealth Advisors | 7,701 | $554K | 0.3% | +21.5% | 0.025% | |
10/15/2025 | Scratch Capital LLC | 12,159 | $875K | 0.6% | +5.5% | 0.040% | |
10/14/2025 | BCO Wealth Management LLC | 372,487 | $26.80M | 17.7% | +4.0% | 1.229% | |
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10/14/2025 | Farther Finance Advisors LLC | 81,734 | $5.88M | 0.1% | +2.3% | 0.270% | |
10/14/2025 | Brighton Jones LLC | 791,258 | $56.92M | 1.4% | +22.7% | 2.611% | |
10/14/2025 | Evanson Asset Management LLC | 11,671 | $840K | 0.0% | +18.8% | 0.039% | |
10/10/2025 | ABLE Financial Group LLC | 109,329 | $7.87M | 1.7% | +0.3% | 0.362% | |
10/10/2025 | Kathleen S. Wright Associates Inc. | 16,342 | $1.18M | 0.4% | +5.1% | 0.054% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 70,788 | $5.09M | 0.3% | +2.4% | 0.234% | |
10/10/2025 | Fiduciary Financial Group LLC | 10,346 | $744K | 0.1% | -1.6% | 0.034% | |
10/9/2025 | Wealth Advisors Northwest LLC | 38,949 | $2.80M | 1.4% | +190.1% | 0.130% | |
10/8/2025 | Firethorn Wealth Partners LLC | 13,898 | $1M | 0.4% | +2.7% | 0.046% | |
10/8/2025 | Quantum Financial Advisors LLC | 227,105 | $16.34M | 2.0% | -5.0% | 0.757% | |
10/8/2025 | Cypress Point Wealth Management LLC | 228,390 | $16.43M | 3.3% | +0.5% | 0.761% | |
10/7/2025 | StrongBox Wealth LLC | 4,392 | $316K | 0.1% | +4.8% | 0.015% | |
10/7/2025 | KFG Wealth Management LLC | 314,568 | $22.63M | 3.3% | +3.8% | 1.049% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 36,227 | $2.61M | 1.1% | +3.5% | 0.121% | |
9/4/2025 | Osaic Holdings Inc. | 185,113 | $12.38M | 0.0% | +293.3% | 0.663% | |
9/2/2025 | FSC Wealth Advisors LLC | 3,497 | $234K | 0.1% | N/A | 0.013% | |
8/27/2025 | Orion Porfolio Solutions LLC | 204,500 | $13.67M | 0.1% | +11.9% | 0.733% | |
8/26/2025 | Thrivent Financial for Lutherans | 78,767 | $5.27M | 0.0% | N/A | 0.282% | |
8/18/2025 | Geneos Wealth Management Inc. | 298,528 | $19.96M | 0.5% | +4.0% | 1.070% | |
8/15/2025 | Tower Research Capital LLC TRC | 18,327 | $1.23M | 0.0% | N/A | 0.066% | |
8/15/2025 | Smartleaf Asset Management LLC | 114,821 | $7.65M | 0.7% | +1.3% | 0.412% | |
8/15/2025 | MML Investors Services LLC | 8,438 | $564K | 0.0% | +12.9% | 0.030% | |
8/15/2025 | Orion Porfolio Solutions LLC | 1,503,105 | $100.48M | 0.7% | +722.6% | 5.387% | |
8/15/2025 | Monograph Wealth Advisors LLC | 408,744 | $27.33M | 3.4% | -10.8% | 1.465% | |
8/15/2025 | EP Wealth Advisors LLC | 7,160 | $479K | 0.0% | N/A | 0.026% | |
8/15/2025 | Essential Planning LLC. | 45,014 | $3.01M | 1.1% | +44.3% | 0.161% | |
8/14/2025 | Raymond James Financial Inc. | 111,662 | $7.47M | 0.0% | N/A | 0.400% | |
8/14/2025 | Betterment LLC | 279,263 | $18.67M | 0.0% | +1.4% | 1.001% | |
8/14/2025 | Main Street Financial Solutions LLC | 43,405 | $2.90M | 0.2% | -5.4% | 0.156% | |
8/14/2025 | Qube Research & Technologies Ltd | 895 | $60K | 0.0% | N/A | 0.003% | |
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8/14/2025 | DecisionPoint Financial LLC | 113,578 | $7.63M | 1.9% | +415.2% | 0.407% | |
8/14/2025 | Cerity Partners LLC | 66,831 | $4.47M | 0.0% | -35.6% | 0.240% | |
8/13/2025 | GeoWealth Management LLC | 18,578 | $1.24M | 0.0% | +32.2% | 0.067% | |
8/13/2025 | Annandale Capital LLC | 369,615 | $24.71M | 1.9% | +14.4% | 1.325% | |
8/13/2025 | EverSource Wealth Advisors LLC | 132,141 | $8.83M | 0.4% | -5.4% | 0.474% | |
8/12/2025 | J.W. Cole Advisors Inc. | 8,031 | $537K | 0.0% | N/A | 0.029% | |
8/12/2025 | CreativeOne Wealth LLC | 42,220 | $2.82M | 0.1% | +7.3% | 0.151% | |
8/12/2025 | Global Retirement Partners LLC | 7,778 | $520K | 0.0% | N/A | 0.028% | |
8/12/2025 | JPMorgan Chase & Co. | 4,703 | $314K | 0.0% | +14.4% | 0.017% | |
8/11/2025 | Copperleaf Capital LLC | 69,149 | $4.62M | 2.3% | +5.1% | 0.250% | |
8/11/2025 | Wealthspire Advisors LLC | 83,352 | $5.57M | 0.0% | +67.5% | 0.302% | |
8/11/2025 | Foundation Wealth Management LLC PA | 4,472 | $299K | 0.1% | -28.4% | 0.016% | |
8/8/2025 | Cetera Investment Advisers | 26,270 | $1.76M | 0.0% | N/A | 0.095% | |
8/8/2025 | Altiora Financial Group LLC | 204,695 | $13.68M | 2.7% | +17.9% | 0.741% | |
8/8/2025 | Truepoint Inc. | 91,843 | $6.14M | 0.2% | +77.9% | 0.332% | |
8/8/2025 | Your Advocates Ltd. LLP | 1,005,411 | $67.21M | 24.2% | +2.7% | 3.639% | |
8/8/2025 | SageOak Financial LLC | 262,918 | $17.58M | 14.1% | +15.2% | 0.952% | |
8/8/2025 | Advyzon Investment Management LLC | 4,008 | $268K | 0.1% | N/A | 0.015% | |
8/7/2025 | Allworth Financial LP | 66,336 | $4.44M | 0.0% | +1.1% | 0.240% | |
8/7/2025 | Alpha Financial Advisors LLC | 60,869 | $4.07M | 1.6% | N/A | 0.220% | |
8/6/2025 | Prospera Financial Services Inc | 14,947 | $999K | 0.0% | N/A | 0.054% | |
8/6/2025 | Modera Wealth Management LLC | 34,011 | $2.27M | 0.0% | +34.4% | 0.123% | |
8/6/2025 | Cloud Capital Management LLC | 71,684 | $4.89M | 3.0% | -4.1% | 0.259% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 203,353 | $13.65M | 6.3% | -0.4% | 0.736% | |
8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 853,734 | $57.07M | 5.3% | +3.8% | 3.090% | |
8/5/2025 | Gould Asset Management LLC CA | 22,782 | $1.52M | 0.3% | +19.5% | 0.082% | |
8/4/2025 | Hutchinson Capital Management CA | 4,180 | $279K | 0.1% | N/A | 0.015% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 29,396 | $1.97M | 0.1% | +203.1% | 0.106% | |
8/1/2025 | Envestnet Asset Management Inc. | 117,732 | $7.87M | 0.0% | +7.9% | 0.426% | |
7/31/2025 | Brighton Jones LLC | 644,970 | $43.12M | 1.2% | +19.7% | 2.335% | |
7/31/2025 | BIP Wealth LLC | 43,216 | $2.89M | 0.2% | +12.4% | 0.156% | |
7/31/2025 | Aspen Capital Management LLC | 84,133 | $5.62M | 1.6% | -15.0% | 0.305% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 20,427 | $1.37M | 0.5% | +4.2% | 0.074% | |
7/31/2025 | Kathleen S. Wright Associates Inc. | 15,554 | $1.04M | 0.4% | +23.5% | 0.056% | |
7/30/2025 | Freedom Investment Management Inc. | 15,112 | $1.01M | 0.1% | +1.8% | 0.055% | |
7/30/2025 | Phillips Financial Management LLC | 5,440 | $364K | 0.0% | +11.7% | 0.020% | |
7/30/2025 | Divergent Planning LLC | 4,192 | $280K | 0.1% | N/A | 0.015% | |
7/29/2025 | Financial Symmetry Inc | 3,061 | $205K | 0.1% | N/A | 0.011% | |
7/29/2025 | Wealthstream Advisors Inc. | 6,748 | $451K | 0.1% | -5.0% | 0.024% | |
7/29/2025 | Stratos Investment Management LLC | 351,460 | $23.50M | 1.1% | +608.1% | 1.272% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 17,589 | $1.18M | 0.2% | +79.4% | 0.064% | |
7/28/2025 | RCS Financial Planning LLC | 10,104 | $675K | 0.3% | -1.4% | 0.037% | |
7/28/2025 | RFG Advisory LLC | 3,058 | $204K | 0.0% | -79.3% | 0.011% | |
7/25/2025 | Concord Wealth Partners | 2,030 | $136K | 0.0% | +32.9% | 0.007% | |
7/25/2025 | LRI Investments LLC | 407,930 | $27.27M | 2.1% | +224.3% | 1.477% | |
7/25/2025 | CWM LLC | 10,590 | $708K | 0.0% | +133.2% | 0.038% | |
7/25/2025 | Investment Advisory Group LLC | 43,982 | $2.94M | 0.9% | +24.7% | 0.159% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 4,233 | $287K | 0.1% | -14.7% | 0.015% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 69,131 | $4.62M | 0.3% | +4.0% | 0.250% | |
7/24/2025 | Riverchase Wealth Management LLC | 235,501 | $15.74M | 10.0% | -1.3% | 0.852% | |
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7/24/2025 | Vantage Point Financial LLC | 289,099 | $19.33M | 8.5% | +2.0% | 1.047% | |
7/24/2025 | IFP Advisors Inc | 22,264 | $1.49M | 0.0% | +5.7% | 0.081% | |
7/24/2025 | Grand Wealth Management LLC | 26,772 | $1.79M | 0.9% | N/A | 0.097% | |
7/24/2025 | Wealth Advisors Northwest LLC | 13,428 | $898K | 0.5% | +51.9% | 0.049% | |
7/23/2025 | Morton Capital Management LLC CA | 101,954 | $6.82M | 1.2% | +43.0% | 0.369% | |
7/23/2025 | Sax Wealth Advisors LLC | 34,445 | $2.30M | 0.1% | +87.0% | 0.125% | |
7/23/2025 | Hardy Reed LLC | 282,278 | $18.87M | 1.5% | +16.4% | 1.022% | |
7/22/2025 | Yardley Wealth Management LLC | 6,788 | $454K | 0.2% | +16.1% | 0.025% | |
7/22/2025 | USAdvisors Wealth Management LLC | 37,979 | $2.54M | 0.9% | +0.4% | 0.137% | |
7/21/2025 | Onyx Financial Advisors LLC | 21,266 | $1.42M | 0.7% | +107.7% | 0.077% | |