10/22/2025 | Riverchase Wealth Management LLC | 422,941 | $16.31M | 9.2% | -12.3% | 0.042% | |
10/22/2025 | D.A. Davidson & CO. | 121,642 | $4.69M | 0.0% | +1.1% | 0.012% | |
10/22/2025 | Stone Summit Wealth LLC | 40,602 | $1.57M | 0.4% | -69.4% | 0.004% | |
10/22/2025 | Greenspring Advisors LLC | 7,605,462 | $293.34M | 51.9% | N/A | 0.763% | |
10/22/2025 | Capstone Capital LLC | 1,722,332 | $66.43M | 44.6% | -0.8% | 0.173% | |
10/22/2025 | Commonwealth Equity Services LLC | 8,634,946 | $333.05M | 0.4% | -1.2% | 0.866% | |
10/22/2025 | Five Oceans Advisors | 373,524 | $14.41M | 5.3% | +2.7% | 0.037% | |
10/22/2025 | Porter White Investment Advisors Inc. | 2,437,171 | $94.00M | 40.4% | -0.3% | 0.245% | |
10/22/2025 | Earned Wealth Advisors LLC | 1,499,464 | $57.83M | 9.5% | -4.4% | 0.150% | |
10/22/2025 | Vannoy Advisory Group Inc. | 1,173,167 | $45.25M | 29.6% | -1.5% | 0.118% | |
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10/21/2025 | Onyx Financial Advisors LLC | 3,589,292 | $138.44M | 61.3% | -0.1% | 0.360% | |
10/21/2025 | Pettinga Financial Advisors LLC | 18,030 | $695K | 0.1% | +6.4% | 0.002% | |
10/21/2025 | BetterWealth LLC | 2,777,126 | $107.11M | 25.5% | -1.4% | 0.279% | |
10/21/2025 | Global Retirement Partners LLC | 176,686 | $6.82M | 0.2% | -1.9% | 0.018% | |
10/21/2025 | M Wealth Management LLC | 126,329 | $4.87M | 4.3% | -5.5% | 0.013% | |
10/21/2025 | Accredited Investor Services LLC | 84,072 | $3.24M | 2.2% | -0.5% | 0.008% | |
10/21/2025 | Synergy Asset Management LLC | 24,630 | $905K | 0.0% | +200.0% | 0.002% | |
10/21/2025 | Signaturefd LLC | 22,842 | $881K | 0.0% | +8.0% | 0.002% | |
10/21/2025 | BOS Asset Management LLC | 10,186 | $393K | 0.1% | -7.6% | 0.001% | |
10/21/2025 | Meredith Wealth Planning | 23,912 | $922K | 0.3% | +1.4% | 0.002% | |
10/21/2025 | Arbor Investment Advisors LLC | 9,832 | $379K | 0.0% | N/A | 0.001% | |
10/21/2025 | Applied Capital LLC | 1,326,442 | $51.16M | 20.6% | +0.7% | 0.133% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,025,732 | $155.27M | 9.0% | +2.0% | 0.404% | |
10/21/2025 | SJS Investment Consulting Inc. | 8,989,552 | $346.73M | 47.4% | +0.7% | 0.902% | |
10/21/2025 | Riverbend Wealth Management LLC | 30,739 | $1.19M | 0.8% | +11.8% | 0.003% | |
10/21/2025 | Discipline Wealth Solutions LLC | 1,122,928 | $43.31M | 11.4% | +17.1% | 0.113% | |
10/21/2025 | Silver Oak Securities Incorporated | 35,103 | $1.35M | 0.1% | +1.8% | 0.004% | |
10/21/2025 | Ballentine Capital Advisors Inc | 1,521,781 | $58.70M | 26.0% | +1.0% | 0.153% | |
10/21/2025 | KOM Wealth Management Group LLC | 115,102 | $4.44M | 3.4% | +2.0% | 0.012% | |
10/21/2025 | True Wealth Design LLC | 1,383,479 | $53.36M | 16.3% | -0.2% | 0.139% | |
10/21/2025 | RB Capital Management LLC | 67,799 | $2.62M | 0.5% | +1.4% | 0.007% | |
10/21/2025 | Daner Wealth Management LLC | 463,379 | $17.93M | 11.6% | -1.0% | 0.046% | |
10/21/2025 | Salomon & Ludwin LLC | 7,493 | $291K | 0.0% | N/A | 0.001% | |
10/21/2025 | E&G Advisors LP | 8,260 | $319K | 0.1% | -9.1% | 0.001% | |
10/21/2025 | My Personal CFO LLC | 325,976 | $12.57M | 4.9% | N/A | 0.033% | |
10/21/2025 | Chico Wealth RIA | 1,653,832 | $63.79M | 43.4% | +0.9% | 0.166% | |
10/21/2025 | TFO Wealth Partners LLC | 4,104,437 | $158.31M | 25.8% | +1.5% | 0.412% | |
10/21/2025 | Mather Group LLC. | 734,033 | $28.31M | 0.3% | -7.4% | 0.074% | |
10/21/2025 | RVW Wealth LLC | 142,899 | $5.51M | 0.4% | -0.9% | 0.014% | |
10/20/2025 | Mattern Wealth Management LLC | 1,802,629 | $69.53M | 13.9% | -0.5% | 0.181% | |
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10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 8,031 | $310K | 0.0% | N/A | 0.001% | |
10/20/2025 | Balance Wealth LLC | 111,774 | $4.31M | 1.1% | -5.1% | 0.011% | |
10/20/2025 | Accurate Wealth Management LLC | 61,436 | $2.36M | 0.3% | +6.3% | 0.006% | |
10/20/2025 | Hartmann Taylor Wealth Management LLC | 79,593 | $3.07M | 2.2% | -4.0% | 0.008% | |
10/20/2025 | Keystone Financial Group Inc. | 117,009 | $4.51M | 2.6% | -2.5% | 0.012% | |
10/20/2025 | JB Capital LLC | 28,410 | $1.10M | 0.0% | -2.2% | 0.003% | |
10/20/2025 | Merit Financial Group LLC | 569,250 | $21.96M | 0.2% | +9.1% | 0.057% | |
10/20/2025 | Freedom Financial Partners LLC | 220,579 | $8.51M | 3.2% | -0.7% | 0.022% | |
10/20/2025 | Single Point Partners LLC | 11,233 | $433K | 0.1% | -30.3% | 0.001% | |
10/20/2025 | Sax Wealth Advisors LLC | 2,074,151 | $80M | 4.3% | -2.2% | 0.208% | |
10/20/2025 | Ascent Group LLC | 15,484 | $597K | 0.0% | +8.9% | 0.002% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 3,709,551 | $143.08M | 20.0% | +1.2% | 0.372% | |
10/20/2025 | LifeGuide Financial Advisors LLC | 620,084 | $22.35M | 8.2% | +0.5% | 0.062% | |
10/20/2025 | Squire Investment Management Company LLC | 1,029,584 | $39.71M | 12.9% | +3.7% | 0.103% | |
10/20/2025 | Aurelius Family Office LLC | 717,161 | $27.66M | 12.3% | -0.3% | 0.072% | |
10/20/2025 | Pure Financial Advisors LLC | 4,304,087 | $166.01M | 2.6% | -0.9% | 0.432% | |
10/17/2025 | Fortitude Family Office LLC | 3,333 | $129K | 0.0% | -29.3% | 0.000% | |
10/17/2025 | Austin Private Wealth LLC | 319,479 | $12.32M | 0.9% | +5.2% | 0.032% | |
10/17/2025 | 1900 Wealth Management LLC | 72,326 | $2.79M | 0.2% | -3.3% | 0.007% | |
10/17/2025 | WorthPointe LLC | 1,744,096 | $67.27M | 25.2% | -1.2% | 0.175% | |
10/17/2025 | Private Wealth Management Group LLC | 928,761 | $35.82M | 9.9% | +0.4% | 0.093% | |
10/17/2025 | Live Oak Private Wealth LLC | 40,069 | $1.55M | 0.2% | +38.0% | 0.004% | |
10/17/2025 | Archford Capital Strategies LLC | 192,493 | $7.42M | 0.9% | +1.3% | 0.019% | |
10/17/2025 | Schulz Wealth LTD. | 874,911 | $33.75M | 22.3% | +10.0% | 0.088% | |
10/17/2025 | Permanent Capital Management LP | 5,250 | $202K | 0.0% | N/A | 0.001% | |
10/17/2025 | Henrickson Nauta Wealth Advisors Inc. | 2,027,258 | $78.19M | 24.7% | +2.3% | 0.203% | |
10/17/2025 | Clune & Associates LTD. | 226,556 | $8.74M | 2.2% | -1.5% | 0.023% | |
10/17/2025 | Perigon Wealth Management LLC | 1,563,677 | $60.31M | 1.2% | -1.1% | 0.157% | |
10/17/2025 | Client 1ST Advisory Group LLC | 1,191,023 | $45.94M | 15.2% | -1.9% | 0.120% | |
10/17/2025 | Sandbox Financial Partners LLC | 7,486 | $289K | 0.1% | N/A | 0.001% | |
10/17/2025 | Great Oak Capital Partners LLC | 54,677 | $2.11M | 0.6% | -7.8% | 0.005% | |
10/17/2025 | Lakeridge Wealth Management LLC | 76,555 | $2.95M | 1.3% | -0.4% | 0.008% | |
10/17/2025 | Sovereign Financial Group Inc. | 5,293 | $204K | 0.0% | -53.5% | 0.001% | |
10/17/2025 | Apella Capital LLC | 13,520,639 | $515.00M | 11.5% | +5.8% | 1.357% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 39,579 | $1.53M | 0.4% | +3.7% | 0.004% | |
10/17/2025 | Apollon Wealth Management LLC | 147,744 | $5.70M | 0.1% | -1.7% | 0.015% | |
10/17/2025 | Apollon Financial LLC | 276,722 | $10.67M | 1.8% | +3.9% | 0.028% | |
10/16/2025 | 180 Wealth Advisors LLC | 9,468 | $365K | 0.0% | +39.1% | 0.001% | |
10/16/2025 | Vestment Financial LLC | 1,008,702 | $39.08M | 22.3% | +0.4% | 0.101% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 3,063,588 | $118.16M | 24.8% | +0.3% | 0.307% | |
10/16/2025 | Signature Resources Capital Management LLC | 520,957 | $20.09M | 11.0% | +0.7% | 0.052% | |
10/16/2025 | City State Bank | 78,260 | $3.02M | 0.9% | +2.6% | 0.008% | |
10/16/2025 | Triune Financial Partners LLC | 3,656,877 | $141.05M | 35.5% | +1.9% | 0.367% | |
10/16/2025 | 25 LLC | 79,695 | $3.07M | 1.0% | +3.7% | 0.008% | |
10/16/2025 | Blue Trust Inc. | 25,840 | $997K | 0.0% | +17.3% | 0.003% | |
10/16/2025 | Shearwater Capital LLC | 1,694,279 | $65.35M | 38.8% | -0.6% | 0.170% | |
10/16/2025 | Quad Cities Investment Group LLC | 59,064 | $2.28M | 1.0% | +1.8% | 0.006% | |
10/16/2025 | Fortress Wealth Management Inc. | 36,333 | $1.40M | 0.6% | +4.6% | 0.004% | |
10/16/2025 | BCU Wealth Advisors LLC | 2,819,398 | $108.74M | 44.0% | +4.3% | 0.283% | |
10/15/2025 | CWM LLC | 582,555 | $22.47M | 0.1% | +0.5% | 0.058% | |
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10/15/2025 | Seed Wealth Management Inc. | 11,000 | $424K | 0.3% | -18.1% | 0.001% | |
10/15/2025 | Financial Council LLC | 152,722 | $5.89M | 2.6% | -6.6% | 0.015% | |
10/15/2025 | FMB Wealth Management | 1,081,919 | $41.73M | 17.7% | +11.3% | 0.109% | |
10/15/2025 | Cadent Capital Advisors LLC | 51,653 | $1.99M | 0.5% | -5.5% | 0.005% | |
10/15/2025 | Gemmer Asset Management LLC | 270,541 | $10.44M | 0.8% | +2.3% | 0.027% | |
10/15/2025 | RFG Holdings Inc. | 7,521 | $290K | 0.1% | -9.4% | 0.001% | |
10/15/2025 | Vestia Personal Wealth Advisors | 422,740 | $15.98M | 8.7% | +18.6% | 0.042% | |
10/15/2025 | World Investment Advisors | 38,548 | $1.49M | 0.0% | +28.3% | 0.004% | |
10/15/2025 | Brookstone Capital Management | 156,018 | $6.02M | 0.1% | +61.1% | 0.016% | |
10/15/2025 | Private Trust Co. NA | 108,251 | $4.18M | 0.4% | -2.6% | 0.011% | |