4/30/2025 | Cerity Partners LLC | 2,295,240 | $138.11M | 0.3% | +4.6% | 1.718% | |
4/30/2025 | Correct Capital Wealth Management | 506,495 | $30.48M | 4.9% | +28.3% | 0.379% | |
4/30/2025 | Telos Capital Management Inc. | 12,130 | $730K | 0.1% | +10.7% | 0.009% | |
4/30/2025 | POM Investment Strategies LLC | 426 | $26K | 0.0% | N/A | 0.000% | |
4/30/2025 | Poinciana Advisors Group LLC | 50,011 | $3.01M | 3.1% | +1.1% | 0.037% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 45,208 | $2.73M | 0.5% | +8.2% | 0.034% | |
4/30/2025 | Axxcess Wealth Management LLC | 34,875 | $2.10M | 0.1% | +3.1% | 0.026% | |
4/30/2025 | Dogwood Wealth Management LLC | 25,654 | $1.54M | 0.8% | -2.1% | 0.019% | |
4/30/2025 | Financial Symmetry Inc | 62,019 | $3.73M | 2.3% | -4.4% | 0.046% | |
4/30/2025 | Brown Financial Advisory | 5,559 | $334K | 0.2% | -88.0% | 0.004% | |
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4/30/2025 | Brown Advisory Inc. | 7,082 | $426K | 0.0% | N/A | 0.005% | |
4/30/2025 | Crossmark Global Holdings Inc. | 34,738 | $2.09M | 0.0% | N/A | 0.026% | |
4/30/2025 | Synergy Investment Management LLC | 5,793 | $349K | 0.1% | -44.0% | 0.004% | |
4/29/2025 | Financial Counselors Inc. | 654,500 | $39.38M | 0.6% | +368.1% | 0.490% | |
4/29/2025 | Envestnet Asset Management Inc. | 15,030,769 | $904.40M | 0.3% | +0.8% | 11.251% | |
4/29/2025 | Cloud Capital Management LLC | 3,170 | $190K | 0.1% | N/A | 0.002% | |
4/29/2025 | CoreFirst Bank & Trust | 49,673 | $2.99M | 1.9% | -1.9% | 0.037% | |
4/29/2025 | REDW Wealth LLC | 45,467 | $2.74M | 1.0% | -4.7% | 0.034% | |
4/29/2025 | Bank of New York Mellon Corp | 101,274 | $6.09M | 0.0% | +19.7% | 0.076% | |
4/29/2025 | World Investment Advisors | 16,918 | $1.02M | 0.0% | +55.1% | 0.013% | |
4/29/2025 | Morris Financial Concepts Inc. | 9,176 | $552K | 0.2% | -6.7% | 0.007% | |
4/29/2025 | Pacific Life Fund Advisors LLC | 49,429 | $2.97M | 0.3% | -9.0% | 0.037% | |
4/29/2025 | Strategic Blueprint LLC | 53,870 | $3.24M | 0.2% | +4.7% | 0.040% | |
4/29/2025 | Brookstone Capital Management | 21,360 | $1.29M | 0.0% | +56.6% | 0.016% | |
4/29/2025 | OneDigital Investment Advisors LLC | 208,118 | $12.52M | 0.1% | -1.0% | 0.156% | |
4/29/2025 | Avantax Planning Partners Inc. | 452,778 | $27.24M | 1.0% | -0.2% | 0.339% | |
4/28/2025 | North Capital Inc. | 1,347 | $81K | 0.1% | N/A | 0.001% | |
4/28/2025 | Mutual Advisors LLC | 6,115 | $368K | 0.0% | -4.2% | 0.005% | |
4/28/2025 | Silver Oak Wealth Advisors Services LLC | 108,731 | $6.54M | 5.8% | -1.4% | 0.081% | |
4/28/2025 | Strategic Financial Concepts LLC | 60,491 | $3.64M | 0.7% | +17.1% | 0.045% | |
4/28/2025 | Equita Financial Network Inc. | 36,922 | $2.22M | 0.8% | -3.8% | 0.028% | |
4/28/2025 | Great Point Wealth Advisors LLC | 69,684 | $4.19M | 0.9% | -0.2% | 0.052% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 89,197 | $5.17M | 2.1% | -3.5% | 0.067% | |
4/28/2025 | Quarry Hill Advisors LLC | 20,127 | $1.21M | 0.8% | +2.1% | 0.015% | |
4/28/2025 | Clear Creek Financial Management LLC | 4,669 | $281K | 0.0% | N/A | 0.003% | |
4/28/2025 | BetterWealth LLC | 96,806 | $5.83M | 1.6% | +15.1% | 0.072% | |
4/28/2025 | ABLE Financial Group LLC | 91,335 | $5.50M | 1.5% | +12.8% | 0.068% | |
4/25/2025 | JNBA Financial Advisors | 73,398 | $4.42M | 0.5% | -16.6% | 0.055% | |
4/25/2025 | Fort Vancouver Investment Management LLC | 170,073 | $10.23M | 7.8% | N/A | 0.127% | |
4/25/2025 | EnRich Financial Partners LLC | 71,600 | $4.31M | 1.4% | +0.5% | 0.054% | |
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4/25/2025 | Libra Wealth LLC | 174,806 | $10.52M | 3.9% | +19.9% | 0.131% | |
4/25/2025 | Morton Brown Family Wealth LLC | 426,587 | $25.67M | 8.7% | +4.1% | 0.319% | |
4/25/2025 | Westside Investment Management Inc. | 1,500 | $90K | 0.0% | +78.6% | 0.001% | |
4/25/2025 | Valley National Advisers Inc. | 2,409 | $144K | 0.0% | N/A | 0.002% | |
4/25/2025 | Ameritas Advisory Services LLC | 9,994 | $591K | 0.0% | -22.8% | 0.007% | |
4/25/2025 | Northwest Wealth Management LLC | 148,543 | $8.94M | 1.8% | +2.6% | 0.111% | |
4/25/2025 | Waterfront Wealth Inc. | 54,071 | $3.25M | 0.8% | +1.7% | 0.040% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 18,155 | $1.09M | 0.6% | +67.6% | 0.014% | |
4/25/2025 | Sovran Advisors LLC | 8,413 | $489K | 0.1% | +40.4% | 0.006% | |
4/25/2025 | Convergence Financial LLC | 19,341 | $1.16M | 0.2% | +9.5% | 0.014% | |
4/24/2025 | Financial Futures Ltd Liability Co. | 89,912 | $5.41M | 3.1% | +0.6% | 0.067% | |
4/24/2025 | Decker Retirement Planning Inc. | 4,821 | $290K | 0.2% | -3.5% | 0.004% | |
4/24/2025 | BSW Wealth Partners | 195,779 | $11.78M | 1.8% | +0.1% | 0.147% | |
4/24/2025 | Shore Point Advisors LLC | 30,432 | $1.83M | 1.0% | -1.4% | 0.023% | |
4/24/2025 | Canvas Wealth Advisors LLC | 37,654 | $2.22M | 0.6% | +8.0% | 0.028% | |
4/24/2025 | Family Investment Center Inc. | 5,545 | $334K | 0.1% | -17.8% | 0.004% | |
4/24/2025 | Stone Summit Wealth LLC | 33,436 | $2.01M | 0.7% | +4.1% | 0.025% | |
4/24/2025 | Oak Wealth Advisors LLC | 124,259 | $7.48M | 5.5% | +11.0% | 0.093% | |
4/24/2025 | Capasso Planning Partners LLC | 103,644 | $6.24M | 2.6% | +1.6% | 0.078% | |
4/23/2025 | Austin Asset Management Co Inc | 6,487 | $390K | 0.1% | +18.2% | 0.005% | |
4/23/2025 | Allodium Investment Consultants LLC | 14,930 | $898K | 0.7% | -7.8% | 0.011% | |
4/23/2025 | Trellis Wealth Advisors LLC | 81,528 | $4.91M | 2.4% | +2.1% | 0.061% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 6,485 | $390K | 0.0% | N/A | 0.005% | |
4/23/2025 | Sequoia Financial Advisors LLC | 54,062 | $3.25M | 0.0% | N/A | 0.040% | |
4/23/2025 | Kavar Capital Partners Group LLC | 154,372 | $9.29M | 1.5% | +4.7% | 0.116% | |
4/23/2025 | SOL Capital Management CO | 30,948 | $1.86M | 0.2% | -24.5% | 0.023% | |
4/23/2025 | Pure Financial Advisors LLC | 1,404,527 | $84.51M | 1.8% | -5.3% | 1.051% | |
4/23/2025 | Perigon Wealth Management LLC | 54,112 | $3.26M | 0.1% | -0.7% | 0.041% | |
4/23/2025 | Sylvest Advisors LLC | 94,305 | $5.67M | 3.5% | +6.5% | 0.071% | |
4/23/2025 | Pinnacle Bancorp Inc. | 3,725 | $224K | 0.1% | N/A | 0.003% | |
4/23/2025 | RAM Investment Partners LLC | 5,072 | $305K | 0.1% | -35.5% | 0.004% | |
4/23/2025 | Ruedi Wealth Management Inc. | 8,544 | $514K | 0.2% | +16.0% | 0.006% | |
4/23/2025 | Symmetry Partners LLC | 49,076 | $2.95M | 0.4% | +2.4% | 0.037% | |
4/23/2025 | Leading Edge Financial Planning LLC | 22,207 | $1.34M | 0.4% | -3.7% | 0.017% | |
4/23/2025 | SC&H Financial Advisors Inc. | 291,468 | $17.54M | 3.5% | +2.4% | 0.218% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 102,981 | $6.20M | 1.3% | N/A | 0.077% | |
4/23/2025 | Valmark Advisers Inc. | 21,875 | $1.32M | 0.0% | +1.3% | 0.016% | |
4/23/2025 | Verus Wealth Management LLC | 59,754 | $3.60M | 3.9% | +2.5% | 0.045% | |
4/22/2025 | Diversified Portfolios Inc. | 417,685 | $25.13M | 2.6% | +15.1% | 0.313% | |
4/22/2025 | Tanglewood Legacy Advisors LLC | 435 | $26K | 0.0% | -71.1% | 0.000% | |
4/22/2025 | Dopkins Wealth Management LLC | 97,431 | $5.86M | 3.0% | +6.8% | 0.073% | |
4/22/2025 | JFS Wealth Advisors LLC | 824 | $50K | 0.0% | +543.8% | 0.001% | |
4/22/2025 | Centerpoint Advisory Group | 14,502 | $873K | 0.9% | -12.4% | 0.011% | |
4/22/2025 | MBE Wealth Management LLC | 3,793 | $228K | 0.1% | +9.6% | 0.003% | |
4/22/2025 | Echo Wealth Management LLC | 76,453 | $4.60M | 3.1% | -15.9% | 0.059% | |
4/22/2025 | XY Planning Network Inc. | 4,082 | $246K | 0.2% | +19.1% | 0.003% | |
4/22/2025 | Evanson Asset Management LLC | 5,384 | $324K | 0.0% | -38.6% | 0.004% | |
4/22/2025 | Compass Ion Advisors LLC | 5,104 | $307K | 0.0% | +9.5% | 0.004% | |
4/21/2025 | Citizens & Northern Corp | 6,023 | $362K | 0.1% | -15.9% | 0.005% | |
4/21/2025 | Flagstone Financial Management | 108,805 | $6.55M | 2.1% | -3.9% | 0.084% | |
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4/21/2025 | Cherry Tree Wealth Management LLC | 68,193 | $4.10M | 1.0% | +1.9% | 0.053% | |
4/21/2025 | WJ Interests LLC | 293,247 | $17.65M | 8.2% | -0.2% | 0.227% | |
4/21/2025 | Brady Martz Wealth Solutions LLC | 17,815 | $1.07M | 0.2% | -16.7% | 0.014% | |
4/21/2025 | ERn Financial LLC | 182,679 | $10.99M | 1.7% | -0.7% | 0.142% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 27,437 | $1.65M | 0.0% | -36.8% | 0.021% | |
4/21/2025 | Higgins & Schmidt Wealth Strategies LLC | 140,931 | $8.48M | 5.0% | +12.6% | 0.109% | |
4/21/2025 | TCI Wealth Advisors Inc. | 268,758 | $16.17M | 1.3% | -0.7% | 0.208% | |
4/21/2025 | Centennial Wealth Advisory LLC | 4,269 | $257K | 0.1% | N/A | 0.003% | |
4/21/2025 | Aspiriant LLC | 4,083 | $246K | 0.0% | N/A | 0.003% | |
4/21/2025 | MN Wealth Advisors LLC | 66,331 | $3.99M | 2.3% | N/A | 0.051% | |