10/17/2025 | Austin Private Wealth LLC | 88,394 | $2.90M | 0.2% | +0.8% | 0.028% | |
10/17/2025 | Annex Advisory Services LLC | 2,497,373 | $81.89M | 1.7% | +9.6% | 0.805% | |
10/17/2025 | WorthPointe LLC | 97,817 | $3.21M | 1.2% | +41.6% | 0.032% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 1,281,470 | $42.02M | 4.6% | +2.8% | 0.413% | |
10/17/2025 | Archford Capital Strategies LLC | 140,185 | $4.60M | 0.5% | +6.7% | 0.045% | |
10/17/2025 | Henrickson Nauta Wealth Advisors Inc. | 1,043,450 | $34.22M | 10.8% | +7.4% | 0.336% | |
10/17/2025 | Client 1ST Advisory Group LLC | 437,732 | $14.35M | 4.8% | -4.7% | 0.141% | |
10/17/2025 | Sowell Financial Services LLC | 147,555 | $4.84M | 0.2% | +4.1% | 0.048% | |
10/17/2025 | Great Oak Capital Partners LLC | 12,704 | $418K | 0.1% | -11.6% | 0.004% | |
10/17/2025 | Apella Capital LLC | 3,947,017 | $129.86M | 2.9% | +8.2% | 1.272% | |
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10/17/2025 | Apollon Financial LLC | 39,669 | $1.30M | 0.2% | +2.1% | 0.013% | |
10/17/2025 | Apollon Wealth Management LLC | 186,333 | $6.11M | 0.1% | +0.3% | 0.060% | |
10/16/2025 | Vestment Financial LLC | 504,407 | $16.62M | 9.5% | +2.7% | 0.163% | |
10/16/2025 | Signature Resources Capital Management LLC | 335,137 | $10.99M | 6.0% | +1.6% | 0.108% | |
10/16/2025 | Burney Co. | 850,108 | $27.88M | 0.9% | +3.4% | 0.274% | |
10/16/2025 | 25 LLC | 40,623 | $1.33M | 0.5% | +2.8% | 0.013% | |
10/16/2025 | Blue Trust Inc. | 14,832 | $486K | 0.0% | -2.1% | 0.005% | |
10/16/2025 | Quad Cities Investment Group LLC | 33,711 | $1.11M | 0.5% | +4.9% | 0.011% | |
10/16/2025 | Fortress Wealth Management Inc. | 8,036 | $263K | 0.1% | +6.4% | 0.003% | |
10/16/2025 | BCU Wealth Advisors LLC | 1,044,192 | $34.24M | 13.8% | +6.6% | 0.337% | |
10/15/2025 | CWM LLC | 8,366 | $274K | 0.0% | +106.6% | 0.003% | |
10/15/2025 | GEN Financial Management INC. | 53,015 | $1.74M | 1.5% | -3.3% | 0.017% | |
10/15/2025 | FMB Wealth Management | 249,078 | $8.17M | 3.5% | +22.9% | 0.080% | |
10/15/2025 | Gemmer Asset Management LLC | 435,997 | $14.30M | 1.2% | +3.7% | 0.141% | |
10/15/2025 | Vestia Personal Wealth Advisors | 437,726 | $14.35M | 7.8% | +12.2% | 0.141% | |
10/15/2025 | Brookstone Capital Management | 28,837 | $946K | 0.0% | +65.4% | 0.009% | |
10/15/2025 | Symmetry Partners LLC | 1,282,293 | $42.05M | 4.6% | +6.7% | 0.413% | |
10/15/2025 | McClarren Financial Advisors Inc. | 6,296 | $206K | 0.1% | N/A | 0.002% | |
10/15/2025 | Plancorp LLC | 2,202,540 | $72.22M | 2.3% | +36.0% | 0.710% | |
10/15/2025 | Scratch Capital LLC | 423,170 | $13.88M | 9.2% | +5.8% | 0.136% | |
10/14/2025 | BCO Wealth Management LLC | 492,982 | $16.17M | 10.7% | +3.6% | 0.159% | |
10/14/2025 | Great Waters Wealth Management | 860,030 | $28.20M | 3.3% | -8.0% | 0.277% | |
10/14/2025 | DiNuzzo Private Wealth Inc. | 1,487,702 | $47.96M | 5.4% | -1.3% | 0.480% | |
10/14/2025 | Farther Finance Advisors LLC | 349,139 | $11.45M | 0.2% | +15.3% | 0.113% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 830,955 | $27.25M | 4.3% | -3.4% | 0.268% | |
10/14/2025 | Quantum Financial Planning Services Inc. | 554,456 | $18.18M | 7.4% | N/A | 0.179% | |
10/14/2025 | Berger Financial Group Inc | 68,560 | $2.25M | 0.1% | +0.7% | 0.022% | |
10/14/2025 | McGrath & Associates Inc. | 41,077 | $1.35M | 2.0% | -4.3% | 0.013% | |
10/14/2025 | Kaufman Rossin Wealth LLC | 15,245 | $500K | 0.3% | +104.3% | 0.005% | |
10/14/2025 | Northwest Wealth Management LLC | 103,569 | $3.40M | 0.6% | +2.4% | 0.033% | |
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10/14/2025 | Parkwoods Wealth Partners LLC | 109,162 | $3.58M | 1.2% | +82.5% | 0.035% | |
10/14/2025 | Financial Harvest LLC | 334,387 | $10.97M | 7.4% | +2.3% | 0.108% | |
10/14/2025 | Dopkins Wealth Management LLC | 6,701 | $220K | 0.1% | N/A | 0.002% | |
10/14/2025 | Physician Wealth Solutions Inc. | 338,706 | $11.11M | 4.8% | +1.8% | 0.109% | |
10/14/2025 | Brighton Jones LLC | 1,964,252 | $64.41M | 1.5% | +4.3% | 0.633% | |
10/14/2025 | Evanson Asset Management LLC | 785,209 | $25.75M | 1.5% | +4.6% | 0.253% | |
10/14/2025 | TCI Wealth Advisors Inc. | 68,051 | $2.23M | 0.1% | +65.4% | 0.022% | |
10/14/2025 | Rockwood Wealth Management LLC | 1,840,676 | $60.36M | 4.8% | -3.6% | 0.593% | |
10/10/2025 | Warburton Capital Management LLC | 117,183 | $3.86M | 2.3% | +1.3% | 0.038% | |
10/10/2025 | HMV Wealth Advisors LLC | 9,420 | $309K | 0.2% | +21.9% | 0.003% | |
10/10/2025 | Ridgeline Wealth LLC | 336,878 | $11.05M | 8.2% | +5.2% | 0.109% | |
10/10/2025 | Mills Wealth Advisors LLC | 465,170 | $15.25M | 6.2% | +5.1% | 0.150% | |
10/10/2025 | Lionshead Wealth Management LLC | 14,186 | $465K | 0.4% | -3.0% | 0.005% | |
10/10/2025 | Fiduciary Financial Group LLC | 119,450 | $3.92M | 0.6% | +17.6% | 0.039% | |
10/9/2025 | AdvisorNet Financial Inc | 1,081,702 | $35.47M | 2.0% | +2.8% | 0.349% | |
10/9/2025 | Sprinkle Financial Consultants LLC | 128,839 | $4.23M | 2.4% | +6.2% | 0.042% | |
10/9/2025 | Verisail Partners LLC | 1,311,820 | $43.02M | 18.2% | -0.6% | 0.423% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 110,334 | $3.62M | 0.1% | +17.6% | 0.036% | |
10/9/2025 | Archer Investment Management LLC | 18,188 | $596K | 0.4% | -5.7% | 0.006% | |
10/9/2025 | Wealth Advisors Northwest LLC | 481,794 | $15.80M | 7.6% | +6.4% | 0.155% | |
10/8/2025 | Firethorn Wealth Partners LLC | 83,328 | $2.73M | 1.1% | -1.4% | 0.027% | |
10/8/2025 | Cypress Point Wealth Management LLC | 489,961 | $16.07M | 3.3% | +6.4% | 0.158% | |
10/7/2025 | KFG Wealth Management LLC | 285,759 | $9.37M | 1.4% | +3.0% | 0.092% | |
10/6/2025 | Keb Asset Management LLC | 184,465 | $6.05M | 1.4% | +3.6% | 0.059% | |
10/6/2025 | Peirce Capital Management LLC | 86,801 | $2.85M | 1.2% | -4.1% | 0.028% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 116,083 | $3.81M | 0.8% | +6.8% | 0.037% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 24,113 | $791K | 0.3% | +12.6% | 0.008% | |
10/6/2025 | Cambridge Financial Group LLC | 655,820 | $21.50M | 6.9% | -1.1% | 0.211% | |
10/3/2025 | HFG Wealth Management LLC | 31,347 | $975K | 0.5% | +15.2% | 0.010% | |
10/2/2025 | Trust Co of the South | 1,012,673 | $33.21M | 5.5% | +2.4% | 0.326% | |
10/2/2025 | Helen Stephens Group LLC | 1,329,025 | $43.58M | 9.7% | +1.7% | 0.428% | |
10/2/2025 | Hiley Hunt Wealth Management | 443,046 | $14.53M | 6.8% | +4.3% | 0.143% | |
9/26/2025 | Corient Private Wealth LLC | 770,567 | $23.96M | 0.0% | +226.9% | 0.248% | |
9/23/2025 | RS Crum Inc. | 1,147,241 | $35.67M | 8.6% | -0.4% | 0.370% | |
9/9/2025 | Cambridge Financial Group LLC | 662,921 | $20.61M | 7.7% | +9.1% | 0.214% | |
9/4/2025 | Osaic Holdings Inc. | 499,841 | $15.54M | 0.0% | +32.4% | 0.161% | |
8/27/2025 | Orion Porfolio Solutions LLC | 494,265 | $15.37M | 0.1% | +86.0% | 0.159% | |
8/26/2025 | Thrivent Financial for Lutherans | 84,519 | $2.63M | 0.0% | N/A | 0.027% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 8,587 | $267K | 0.0% | N/A | 0.003% | |
8/19/2025 | Asset Dedication LLC | 2,254,127 | $70.08M | 5.1% | +6.4% | 0.727% | |
8/18/2025 | Geneos Wealth Management Inc. | 365,684 | $11.37M | 0.3% | +2.5% | 0.118% | |
8/18/2025 | Kestra Investment Management LLC | 2,523,479 | $78.46M | 2.4% | -46.7% | 0.814% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 281,561 | $8.75M | 5.4% | -6.8% | 0.091% | |
8/15/2025 | Corient Private Wealth LLC | 770,567 | $23.96M | 0.0% | +226.9% | 0.248% | |
8/15/2025 | Captrust Financial Advisors | 6,649 | $207K | 0.0% | -34.8% | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 28,922 | $899K | 0.0% | +3.7% | 0.009% | |
8/15/2025 | Smartleaf Asset Management LLC | 129,374 | $4.01M | 0.4% | -2.1% | 0.042% | |
8/15/2025 | Orion Porfolio Solutions LLC | 99,085 | $3.08M | 0.0% | -62.7% | 0.032% | |
8/15/2025 | MML Investors Services LLC | 192,598 | $5.99M | 0.0% | -18.5% | 0.062% | |
8/15/2025 | Monograph Wealth Advisors LLC | 65,263 | $2.03M | 0.3% | +21.4% | 0.021% | |
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8/15/2025 | Great Valley Advisor Group Inc. | 34,888 | $1.09M | 0.0% | -98.4% | 0.011% | |
8/15/2025 | EP Wealth Advisors LLC | 876,069 | $27.24M | 0.2% | +1.8% | 0.282% | |
8/15/2025 | Eaton Cambridge Inc. | 1,218,574 | $37.89M | 14.3% | +7.8% | 0.393% | |
8/15/2025 | Envision Financial Planning LLC | 60,128 | $1.87M | 0.9% | +94.0% | 0.019% | |
8/15/2025 | Essential Planning LLC. | 51,718 | $1.61M | 0.6% | +39.5% | 0.017% | |
8/15/2025 | Bank of America Corp DE | 1,138,155 | $35.39M | 0.0% | +1.0% | 0.367% | |
8/14/2025 | Vista Capital Partners Inc. | 160,591 | $4.99M | 0.5% | +328.3% | 0.052% | |
8/14/2025 | Jane Street Group LLC | 773,094 | $24.04M | 0.0% | +256.9% | 0.249% | |
8/14/2025 | Raymond James Financial Inc. | 303,182 | $9.43M | 0.0% | +43.7% | 0.098% | |
8/14/2025 | Betterment LLC | 1,452,939 | $45.17M | 0.1% | +0.5% | 0.468% | |