7/25/2025 | NorthRock Partners LLC | 1,101 | $34K | 0.0% | -76.4% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 16,052 | $499K | 0.0% | -4.7% | 0.005% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 23,837 | $741K | 0.0% | -5.0% | 0.008% | |
7/25/2025 | Concord Wealth Partners | 6,146 | $191K | 0.0% | +87.2% | 0.002% | |
7/25/2025 | Ruedi Wealth Management Inc. | 381,551 | $11.86M | 3.5% | -2.6% | 0.123% | |
7/25/2025 | Lion Street Advisors LLC | 11,533 | $359K | 0.1% | +7.8% | 0.004% | |
7/25/2025 | Gordian Advisors LLC | 72,357 | $2.25M | 1.6% | -6.0% | 0.023% | |
7/25/2025 | Acorn Creek Capital LLC | 800,475 | $24.89M | 10.3% | +36.3% | 0.258% | |
7/25/2025 | CWM LLC | 4,050 | $126K | 0.0% | +10.4% | 0.001% | |
7/25/2025 | Miramar Fiduciary Corp | 2,235,570 | $69.50M | 56.5% | -1.5% | 0.721% | |
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7/25/2025 | Tranquility Partners LLC | 13,346 | $415K | 0.1% | +2.6% | 0.004% | |
7/25/2025 | Investment Advisory Group LLC | 24,739 | $769K | 0.2% | +109.1% | 0.008% | |
7/25/2025 | Apollon Wealth Management LLC | 185,715 | $5.77M | 0.1% | +4.3% | 0.060% | |
7/25/2025 | One Degree Advisors Inc | 706,229 | $21.96M | 7.8% | +35.4% | 0.228% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 48,587 | $1.52M | 0.3% | +109.8% | 0.016% | |
7/24/2025 | JFS Wealth Advisors LLC | 211,385 | $6.57M | 0.4% | +194.0% | 0.068% | |
7/24/2025 | VanderPol Investments L.L.C. | 6,706 | $208K | 0.4% | N/A | 0.002% | |
7/24/2025 | Blue Trust Inc. | 15,153 | $471K | 0.0% | +10.2% | 0.005% | |
7/24/2025 | rebel Financial LLC | 22,057 | $686K | 0.3% | N/A | 0.007% | |
7/24/2025 | Riverchase Wealth Management LLC | 445,634 | $13.86M | 8.8% | +0.6% | 0.144% | |
7/24/2025 | Vantage Point Financial LLC | 385,969 | $12M | 5.3% | +2.8% | 0.124% | |
7/24/2025 | IFP Advisors Inc | 43,261 | $1.35M | 0.0% | -60.7% | 0.014% | |
7/24/2025 | Grand Wealth Management LLC | 245,322 | $7.63M | 3.9% | -1.9% | 0.079% | |
7/24/2025 | Edge Financial Advisors LLC | 31,419 | $977K | 0.5% | N/A | 0.010% | |
7/24/2025 | Wealth Advisors Northwest LLC | 452,767 | $14.08M | 7.4% | -2.1% | 0.146% | |
7/23/2025 | Austin Asset Management Co Inc | 431,223 | $13.41M | 2.7% | -3.6% | 0.139% | |
7/23/2025 | Clear Creek Financial Management LLC | 22,014 | $684K | 0.1% | +14.9% | 0.007% | |
7/23/2025 | Quarry Hill Advisors LLC | 386,586 | $12.02M | 7.0% | +5.0% | 0.125% | |
7/23/2025 | Abel Hall LLC | 325,801 | $10.13M | 4.7% | -5.0% | 0.105% | |
7/23/2025 | Sax Wealth Advisors LLC | 63,069 | $1.96M | 0.1% | +155.6% | 0.020% | |
7/23/2025 | HTG Investment Advisors Inc. | 690,718 | $21.47M | 8.0% | +2.4% | 0.223% | |
7/23/2025 | HMV Wealth Advisors LLC | 7,725 | $240K | 0.2% | -32.8% | 0.002% | |
7/23/2025 | Pillar Financial Advisors LLC | 499,943 | $15.54M | 10.7% | +1.1% | 0.161% | |
7/23/2025 | Tcfg Wealth Management LLC | 30,021 | $933K | 0.4% | +1.7% | 0.010% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 19,065 | $593K | 0.0% | -8.5% | 0.006% | |
7/22/2025 | Evensky & Katz LLC | 6,146,161 | $191.08M | 11.7% | -2.7% | 1.981% | |
7/22/2025 | Confluence Wealth Services Inc. | 15,651 | $487K | 0.0% | -4.3% | 0.005% | |
7/22/2025 | AWM Capital LLC | 3,597,630 | $111.85M | 11.8% | +21.2% | 1.160% | |
7/22/2025 | Gemmer Asset Management LLC | 420,528 | $13.07M | 1.2% | +7.5% | 0.136% | |
7/22/2025 | Simplicity Wealth LLC | 194,428 | $6.05M | 0.3% | +79.7% | 0.063% | |
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7/22/2025 | Sutton Place Investors LLC | 38,372 | $1.19M | 0.7% | -2.2% | 0.012% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 728,414 | $22.65M | 0.5% | -0.9% | 0.235% | |
7/22/2025 | Hill Island Financial LLC | 860,875 | $26.77M | 7.5% | N/A | 0.278% | |
7/22/2025 | Berger Financial Group Inc | 68,075 | $2.12M | 0.1% | +8.7% | 0.022% | |
7/22/2025 | Noble Family Wealth LLC | 11,400 | $354K | 0.1% | N/A | 0.004% | |
7/22/2025 | Firethorn Wealth Partners LLC | 84,480 | $2.63M | 1.1% | -3.7% | 0.027% | |
7/21/2025 | QRG Capital Management Inc. | 11,218 | $349K | 0.0% | N/A | 0.004% | |
7/21/2025 | Life Planning Partners Inc | 11,374 | $354K | 0.3% | +6.0% | 0.004% | |
7/21/2025 | Keb Asset Management LLC | 178,122 | $5.54M | 1.4% | +3.7% | 0.057% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,262 | $257K | 0.0% | -8.0% | 0.003% | |
7/21/2025 | Abacus Planning Group Inc. | 1,536,792 | $47.78M | 5.2% | N/A | 0.495% | |
7/21/2025 | 25 LLC | 39,502 | $1.23M | 0.5% | +3.5% | 0.013% | |
7/21/2025 | Triad Wealth Partners LLC | 42,327 | $1.32M | 0.3% | +98.1% | 0.014% | |
7/21/2025 | Sageworth Trust Co of South Dakota | 121,045 | $3.76M | 4.1% | +5.0% | 0.039% | |
7/21/2025 | Sageworth Trust Co | 822,360 | $25.57M | 1.4% | +6.9% | 0.265% | |
7/18/2025 | Pure Financial Advisors LLC | 50,617 | $1.57M | 0.0% | +7.1% | 0.016% | |
7/18/2025 | GEN Financial Management INC. | 54,808 | $1.70M | 1.4% | -8.7% | 0.018% | |
7/18/2025 | Benchmark Wealth Management LLC | 29,558 | $919K | 0.4% | +47.3% | 0.010% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 59,821 | $1.86M | 1.1% | +62.4% | 0.019% | |
7/18/2025 | Client 1ST Advisory Group LLC | 459,313 | $14.28M | 5.2% | -8.0% | 0.148% | |
7/18/2025 | BCO Wealth Management LLC | 475,895 | $14.80M | 10.6% | +3.8% | 0.153% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 267,684 | $8.32M | 5.0% | -8.8% | 0.086% | |
7/18/2025 | Truist Financial Corp | 141,671 | $4.41M | 0.0% | +1.0% | 0.046% | |
7/18/2025 | FMB Wealth Management | 202,707 | $6.30M | 3.0% | +51.3% | 0.065% | |
7/18/2025 | BCU Wealth Advisors LLC | 979,761 | $30.46M | 13.7% | +4.5% | 0.316% | |
7/17/2025 | LifeGuide Financial Advisors LLC | 422,947 | $13.15M | 4.9% | +3.5% | 0.136% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 1,507,495 | $46.87M | 5.6% | -1.0% | 0.486% | |
7/17/2025 | Mattern Wealth Management LLC | 900,070 | $27.98M | 5.8% | +24.4% | 0.290% | |
7/17/2025 | Northwest Wealth Management LLC | 101,176 | $3.15M | 0.6% | -1.6% | 0.033% | |
7/17/2025 | Summit Financial Strategies Inc. | 3,842,841 | $119.47M | 11.1% | -1.1% | 1.239% | |
7/17/2025 | HB Wealth Management LLC | 34,553 | $1.07M | 0.0% | +2.8% | 0.011% | |
7/17/2025 | Elser Financial Planning Inc | 2,072,975 | $63.77M | 3.8% | N/A | 0.668% | |
7/17/2025 | Oceanside Advisors LLC | 24,224 | $753K | 0.5% | +3.0% | 0.008% | |
7/17/2025 | Archford Capital Strategies LLC | 131,323 | $4.08M | 0.5% | +25.1% | 0.042% | |
7/17/2025 | Moss Adams Wealth Advisors LLC | 14,650 | $455K | 0.0% | N/A | 0.005% | |
7/17/2025 | Applied Capital LLC | 444,928 | $13.83M | 6.1% | -2.2% | 0.143% | |
7/17/2025 | Heritage Investment Group Inc. | 447,313 | $13.91M | 2.4% | +0.3% | 0.144% | |
7/17/2025 | Symmetry Partners LLC | 1,201,954 | $37.37M | 4.6% | +17.7% | 0.387% | |
7/17/2025 | Porter White Investment Advisors Inc. | 164,687 | $5.12M | 2.4% | -8.2% | 0.053% | |
7/17/2025 | Sterling Wealth Advisors Inc | 326,151 | $10.14M | 7.2% | +0.1% | 0.105% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 86,495 | $2.69M | 0.2% | +7.1% | 0.028% | |
7/17/2025 | XY Planning Network Inc. | 180,535 | $5.61M | 1.9% | +15.6% | 0.058% | |
7/17/2025 | SC&H Financial Advisors Inc. | 883,048 | $27.45M | 4.7% | +3.0% | 0.285% | |
7/16/2025 | Signature Resources Capital Management LLC | 329,865 | $10.26M | 6.2% | -1.4% | 0.106% | |
7/16/2025 | Jentner Corp | 1,317,059 | $40.95M | 11.0% | +6.6% | 0.425% | |
7/16/2025 | Squire Investment Management Company LLC | 73,651 | $2.29M | 0.8% | +10.3% | 0.024% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 96,418 | $3.00M | 2.1% | +20.1% | 0.031% | |
7/16/2025 | Signaturefd LLC | 4,824 | $150K | 0.0% | -19.9% | 0.002% | |
7/16/2025 | Vestia Personal Wealth Advisors | 390,037 | $12.13M | 7.9% | -10.2% | 0.126% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 140,219 | $4.36M | 0.6% | -6.8% | 0.045% | |
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7/16/2025 | Strategic Investment Solutions Inc. IL | 37,866 | $1.18M | 0.4% | N/A | 0.012% | |
7/16/2025 | Five Oceans Advisors | 221,431 | $6.88M | 2.9% | -16.1% | 0.071% | |
7/16/2025 | TCI Wealth Advisors Inc. | 41,155 | $1.28M | 0.1% | +326.1% | 0.013% | |
7/16/2025 | Kerntke Otto McGlone Wealth Management Group | 33,732 | $1.05M | 0.8% | -38.5% | 0.011% | |
7/16/2025 | Perigon Wealth Management LLC | 26,977 | $839K | 0.0% | -30.3% | 0.009% | |
7/16/2025 | Leading Edge Financial Planning LLC | 1,664,622 | $51.75M | 14.4% | +3.6% | 0.537% | |
7/16/2025 | Plancorp LLC | 1,620,101 | $50.37M | 1.7% | +255.7% | 0.522% | |
7/16/2025 | Tassel Capital Management Inc. | 877,846 | $27.29M | 21.0% | +25.0% | 0.283% | |
7/15/2025 | Great Oak Capital Partners LLC | 14,378 | $447K | 0.1% | -13.5% | 0.005% | |
7/15/2025 | Signet Financial Management LLC | 141,807 | $4.41M | 0.6% | -7.3% | 0.046% | |