4/30/2025 | Vested Financial Planning LLC | 579,625 | $15.19M | 15.2% | -8.9% | 0.199% | |
4/30/2025 | Brown Advisory Inc. | 39,856 | $1.04M | 0.0% | +23.0% | 0.014% | |
4/30/2025 | Jessup Wealth Management Inc | 12,324 | $323K | 0.1% | N/A | 0.004% | |
4/30/2025 | Core Wealth Management Inc. | 2,330,280 | $61.05M | 23.4% | +1.7% | 0.800% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 9,168 | $240K | 0.0% | -7.6% | 0.003% | |
4/29/2025 | Heritage Wealth Management Inc. | 7,837 | $205K | 0.1% | N/A | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 7,701,257 | $201.77M | 0.1% | -7.6% | 2.644% | |
4/29/2025 | Cloud Capital Management LLC | 309,424 | $8.11M | 5.8% | N/A | 0.106% | |
4/29/2025 | Capital Planning LLC | 37,077 | $971K | 0.3% | -2.2% | 0.013% | |
4/29/2025 | Jackson Thornton Wealth Management LLC | 1,535,422 | $39.80M | 5.3% | -6.1% | 0.527% | |
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4/29/2025 | von Borstel & Associates Inc. | 510,919 | $13.39M | 4.0% | +33.4% | 0.175% | |
4/29/2025 | Morris Financial Concepts Inc. | 41,809 | $1.10M | 0.5% | -2.6% | 0.014% | |
4/29/2025 | New Capital Management LP | 2,253,096 | $59.03M | 16.9% | +2.9% | 0.774% | |
4/29/2025 | OneDigital Investment Advisors LLC | 891,552 | $23.36M | 0.3% | -1.9% | 0.306% | |
4/29/2025 | Baker Boyer National Bank | 1,689,779 | $44.27M | 16.3% | +1.0% | 0.580% | |
4/29/2025 | Avantax Planning Partners Inc. | 73,161 | $1.92M | 0.1% | +2.4% | 0.025% | |
4/28/2025 | D.A. Davidson & CO. | 2,766,610 | $72.49M | 0.6% | +3.8% | 0.950% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 698,668 | $18.31M | 6.5% | +2.7% | 0.240% | |
4/28/2025 | BCO Wealth Management LLC | 80,893 | $2.12M | 1.7% | +0.9% | 0.028% | |
4/28/2025 | Redmont Wealth Advisors LLC | 1,617 | $42K | 0.1% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 1,823 | $49K | 0.0% | N/A | 0.001% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 62,815 | $1.60M | 0.6% | +4.1% | 0.022% | |
4/28/2025 | BetterWealth LLC | 1,794,893 | $47.03M | 13.2% | +2.3% | 0.616% | |
4/25/2025 | Mather Group LLC. | 220,880 | $5.79M | 0.1% | +1.4% | 0.076% | |
4/25/2025 | DiNuzzo Private Wealth Inc. | 205,273 | $5.38M | 0.7% | -0.6% | 0.070% | |
4/25/2025 | Canandaigua National Trust Co of Florida | 11,492 | $301K | 0.3% | -73.1% | 0.004% | |
4/25/2025 | Northwest Wealth Management LLC | 91,674 | $2.40M | 0.5% | -1.6% | 0.031% | |
4/25/2025 | Grunden Financial Advisory Inc. | 530,007 | $13.89M | 6.7% | -4.5% | 0.182% | |
4/25/2025 | Master S Wealth Management Inc. | 1,294,142 | $33.91M | 17.8% | +2.6% | 0.444% | |
4/24/2025 | Golden State Wealth Management LLC | 7,003 | $183K | 0.0% | +117.6% | 0.002% | |
4/24/2025 | Confluence Wealth Services Inc. | 1,563,959 | $41.18M | 2.6% | +14.6% | 0.537% | |
4/24/2025 | Oakworth Capital Inc. | 3,467 | $91K | 0.0% | N/A | 0.001% | |
4/24/2025 | Canvas Wealth Advisors LLC | 12,030 | $316K | 0.1% | N/A | 0.004% | |
4/24/2025 | Beacon Financial Advisory LLC | 7,828 | $205K | 0.1% | N/A | 0.003% | |
4/24/2025 | Falcon Wealth Planning | 12,634 | $331K | 0.0% | -5.2% | 0.004% | |
4/23/2025 | Trellis Wealth Advisors LLC | 1,555,655 | $40.76M | 19.8% | +0.4% | 0.534% | |
4/23/2025 | Onyx Financial Advisors LLC | 1,146,440 | $30.04M | 15.9% | +5.9% | 0.394% | |
4/23/2025 | Western Wealth Management LLC | 90,337 | $2.37M | 0.2% | -13.8% | 0.031% | |
4/23/2025 | Sequoia Financial Advisors LLC | 636,692 | $16.68M | 0.1% | +0.6% | 0.219% | |
4/23/2025 | Pure Financial Advisors LLC | 369,260 | $9.68M | 0.2% | -0.9% | 0.127% | |
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4/23/2025 | Vannoy Advisory Group Inc. | 51,599 | $1.35M | 1.0% | +2.6% | 0.018% | |
4/23/2025 | Alpha Financial Advisors LLC | 67,033 | $1.76M | 0.8% | -2.8% | 0.023% | |
4/23/2025 | Golden State Wealth Management LLC | 15,458 | $405K | 0.0% | +380.4% | 0.005% | |
4/23/2025 | Spire Wealth Management | 4,259 | $112K | 0.0% | -44.7% | 0.001% | |
4/23/2025 | waypoint wealth counsel | 34,713 | $909K | 0.6% | -4.6% | 0.012% | |
4/23/2025 | Mission Hills Financial Advisory LLC | 8,040 | $211K | 0.1% | N/A | 0.003% | |
4/23/2025 | RAM Investment Partners LLC | 166,867 | $4.37M | 1.1% | -0.6% | 0.057% | |
4/23/2025 | Ruedi Wealth Management Inc. | 462,935 | $12.13M | 3.8% | -2.1% | 0.159% | |
4/23/2025 | Symmetry Partners LLC | 758,727 | $19.88M | 2.8% | -2.5% | 0.261% | |
4/23/2025 | Leading Edge Financial Planning LLC | 32,590 | $854K | 0.3% | -1.8% | 0.011% | |
4/23/2025 | PBMares Wealth Management LLC | 265,394 | $6.95M | 1.4% | -9.2% | 0.091% | |
4/23/2025 | Keystone Financial Services | 18,642 | $488K | 0.2% | -2.1% | 0.006% | |
4/23/2025 | Investment Planning Advisors Inc. | 32,119 | $842K | 0.3% | +11.5% | 0.011% | |
4/23/2025 | SC&H Financial Advisors Inc. | 229,665 | $6.02M | 1.2% | +8.4% | 0.079% | |
4/23/2025 | Vantage Point Financial LLC | 211,523 | $5.54M | 2.8% | -0.7% | 0.073% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 30,200 | $791K | 0.3% | -5.1% | 0.010% | |
4/22/2025 | Dopkins Wealth Management LLC | 220,121 | $5.77M | 2.9% | -2.7% | 0.076% | |
4/22/2025 | JFS Wealth Advisors LLC | 3,817,600 | $100.02M | 6.8% | +0.6% | 1.311% | |
4/22/2025 | Live Oak Private Wealth LLC | 327,764 | $8.59M | 1.4% | +16.1% | 0.113% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 526,633 | $13.80M | 0.0% | +177.9% | 0.181% | |
4/22/2025 | First Financial Group Corp | 119,266 | $3.13M | 3.5% | +4.2% | 0.041% | |
4/22/2025 | Tassel Capital Management Inc. | 550,993 | $14.44M | 12.6% | +5.1% | 0.189% | |
4/22/2025 | Moisand Fitzgerald Tamayo LLC | 311,542 | $8.16M | 1.1% | -1.4% | 0.107% | |
4/22/2025 | Applied Capital LLC | 60,842 | $1.59M | 0.8% | -0.6% | 0.021% | |
4/22/2025 | XY Planning Network Inc. | 100,623 | $2.64M | 1.8% | -4.9% | 0.035% | |
4/22/2025 | Elser Financial Planning Inc | 22,303 | $584K | 0.8% | -96.0% | 0.008% | |
4/22/2025 | Evanson Asset Management LLC | 2,384,699 | $62.48M | 4.5% | -9.6% | 0.819% | |
4/22/2025 | Heritage Wealth Management Inc. Texas | 121,746 | $3.19M | 1.8% | -8.0% | 0.042% | |
4/22/2025 | Advisor Resource Council | 7,727 | $202K | 0.0% | N/A | 0.003% | |
4/21/2025 | Kraft Asset Management LLC | 69,765 | $1.83M | 1.7% | -29.6% | 0.024% | |
4/21/2025 | Proathlete Wealth Management LLC | 4,657 | $122K | 0.0% | N/A | 0.002% | |
4/21/2025 | Cherry Tree Wealth Management LLC | 107,958 | $2.83M | 0.7% | +10.0% | 0.037% | |
4/21/2025 | Andrews Lucia Wealth Management LLC | 363,346 | $9.03M | 6.0% | -3.9% | 0.125% | |
4/21/2025 | ERn Financial LLC | 346,094 | $9.07M | 1.4% | -9.8% | 0.119% | |
4/21/2025 | TCI Wealth Advisors Inc. | 986,778 | $25.85M | 2.1% | +3.2% | 0.339% | |
4/21/2025 | Aspiriant LLC | 745,315 | $19.53M | 0.7% | +1.4% | 0.256% | |
4/21/2025 | Dunhill Financial LLC | 8,907 | $233K | 0.1% | N/A | 0.003% | |
4/21/2025 | BlueSky Wealth Advisors LLC | 1,312,871 | $34.40M | 5.3% | +4.6% | 0.451% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 95,500 | $2.50M | 0.1% | +1.1% | 0.033% | |
4/18/2025 | JP Wealth Management Inc. | 196,380 | $5.15M | 1.7% | N/A | 0.067% | |
4/18/2025 | Creative Capital Management Investments LLC | 1,959,697 | $51.34M | 19.8% | +6.8% | 0.673% | |
4/18/2025 | Market Street Wealth Management Advisors LLC | 37,461 | $981K | 0.2% | +4.2% | 0.013% | |
4/18/2025 | Planning Center Inc. | 2,916,306 | $76.41M | 9.0% | +0.1% | 1.001% | |
4/18/2025 | Five Oceans Advisors | 29,321 | $768K | 0.4% | -6.7% | 0.010% | |
4/18/2025 | Edge Financial Advisors LLC | 9,163 | $240K | 0.2% | N/A | 0.003% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 391,288 | $10.25M | 0.4% | -1.0% | 0.134% | |
4/17/2025 | Claris Advisors LLC MO | 708,901 | $18.57M | 6.9% | -5.6% | 0.243% | |
4/17/2025 | Sowell Financial Services LLC | 9,067 | $238K | 0.0% | N/A | 0.003% | |
4/17/2025 | GEM Asset Management LLC | 149,739 | $3.94M | 2.2% | +1.3% | 0.051% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 148,369 | $3.89M | 0.3% | +7.0% | 0.051% | |
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4/17/2025 | Bayshore Asset Management LLC | 222,583 | $5.83M | 2.9% | -0.3% | 0.076% | |
4/17/2025 | Stewardship Advisors LLC | 21,802 | $571K | 0.2% | +12.3% | 0.007% | |
4/17/2025 | Retirement Solution LLC | 57,090 | $1.50M | 0.4% | -37.1% | 0.020% | |
4/17/2025 | Morton Capital Management LLC CA | 2,116,786 | $55.46M | 10.7% | +3.9% | 0.727% | |
4/17/2025 | Life Planning Partners Inc | 46,755 | $1.23M | 1.1% | +1.0% | 0.016% | |
4/17/2025 | Brighton Jones LLC | 590,989 | $15.48M | 0.5% | +3.9% | 0.203% | |
4/17/2025 | Factory Mutual Insurance Co. | 2,860,480 | $74.95M | 0.9% | +47.6% | 0.982% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 37,019 | $970K | 0.0% | -3.8% | 0.013% | |
4/17/2025 | Scratch Capital LLC | 22,687 | $594K | 0.6% | +31.6% | 0.008% | |
4/17/2025 | Cliftonlarsonallen Wealth Advisors LLC | 1,430,766 | $37.49M | 0.7% | -3.3% | 0.491% | |