10/20/2025 | Merit Financial Group LLC | 14,306 | $451K | 0.0% | +17.3% | 0.006% | |
10/20/2025 | Sax Wealth Advisors LLC | 205,592 | $6.48M | 0.3% | +13.4% | 0.093% | |
10/20/2025 | Mustard Seed Financial LLC | 80,678 | $2.54M | 1.6% | +4.7% | 0.037% | |
10/17/2025 | 1900 Wealth Management LLC | 59,091 | $1.86M | 0.1% | -3.4% | 0.027% | |
10/17/2025 | Towneley Capital Management Inc DE | 277,458 | $8.75M | 1.9% | -2.9% | 0.126% | |
10/17/2025 | Aquire Wealth Advisors LLC | 1,134,204 | $35.76M | 8.8% | +3.7% | 0.515% | |
10/17/2025 | Live Oak Private Wealth LLC | 45,708 | $1.44M | 0.2% | +33.5% | 0.021% | |
10/17/2025 | Archford Capital Strategies LLC | 182,427 | $5.75M | 0.7% | -29.3% | 0.083% | |
10/17/2025 | Total Wealth Planning LLC | 62,925 | $1.98M | 0.2% | -7.3% | 0.029% | |
10/17/2025 | Maryland Capital Advisors Inc. | 9,340 | $294K | 0.1% | -3.6% | 0.004% | |
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10/17/2025 | Clune & Associates LTD. | 107,353 | $3.39M | 0.8% | +14.4% | 0.049% | |
10/17/2025 | Perigon Wealth Management LLC | 788,120 | $24.85M | 0.5% | +4.4% | 0.358% | |
10/17/2025 | Apella Capital LLC | 102,871 | $3.30M | 0.1% | -10.3% | 0.047% | |
10/16/2025 | Vestment Financial LLC | 26,556 | $847K | 0.5% | -42.7% | 0.012% | |
10/16/2025 | Lincoln Capital Corp | 87,119 | $2.75M | 1.0% | -1.1% | 0.040% | |
10/16/2025 | 180 Wealth Advisors LLC | 81,059 | $2.56M | 0.3% | +7.3% | 0.037% | |
10/16/2025 | Signature Resources Capital Management LLC | 17,280 | $545K | 0.3% | -2.6% | 0.008% | |
10/16/2025 | Cordant Inc. | 57,924 | $1.83M | 0.8% | -3.5% | 0.026% | |
10/16/2025 | City State Bank | 87,409 | $2.76M | 0.8% | +8.1% | 0.040% | |
10/16/2025 | Blue Trust Inc. | 104,821 | $3.31M | 0.0% | -1.9% | 0.048% | |
10/16/2025 | Quad Cities Investment Group LLC | 76,192 | $2.40M | 1.0% | +5.8% | 0.035% | |
10/16/2025 | Fortress Wealth Management Inc. | 23,186 | $731K | 0.3% | +1.6% | 0.011% | |
10/15/2025 | CWM LLC | 1,160,156 | $36.58M | 0.1% | +3.3% | 0.527% | |
10/15/2025 | FMB Wealth Management | 162,492 | $5.12M | 2.2% | +5.6% | 0.074% | |
10/15/2025 | First PREMIER Bank | 26,808 | $845K | 0.2% | +32.8% | 0.012% | |
10/15/2025 | Pure Portfolios Holdings LLC | 184,278 | $5.81M | 1.8% | +1.7% | 0.084% | |
10/15/2025 | Level Financial Advisors | 99,954 | $3.15M | 0.9% | +2.6% | 0.045% | |
10/15/2025 | Founders Financial Securities LLC | 754,424 | $23.79M | 1.6% | +7.9% | 0.342% | |
10/15/2025 | Bannerman Wealth Management Group LLC | 157,091 | $4.95M | 3.6% | +1.1% | 0.071% | |
10/14/2025 | Fort Henry Capital LLC | 175,616 | $5.54M | 3.5% | -1.4% | 0.080% | |
10/14/2025 | Voisard Asset Management Group Inc. | 485,034 | $15.29M | 3.5% | -2.1% | 0.220% | |
10/14/2025 | Great Waters Wealth Management | 328,806 | $10.37M | 1.2% | -7.1% | 0.149% | |
10/14/2025 | DiNuzzo Private Wealth Inc. | 458,370 | $13.76M | 1.6% | -1.1% | 0.208% | |
10/14/2025 | Farther Finance Advisors LLC | 136,437 | $4.30M | 0.1% | +109.7% | 0.062% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 800,445 | $25.24M | 4.0% | -2.1% | 0.363% | |
10/14/2025 | Security Financial Services INC. | 394,232 | $12.43M | 2.0% | -22.1% | 0.179% | |
10/14/2025 | Berger Financial Group Inc | 692,205 | $21.83M | 1.3% | +0.9% | 0.314% | |
10/14/2025 | West Financial Advisors LLC | 921,548 | $29.06M | 4.8% | -6.2% | 0.418% | |
10/14/2025 | AA Financial Advisors LLC | 342,379 | $10.80M | 2.1% | +2.0% | 0.155% | |
10/14/2025 | Retirement Income Solutions Inc. | 18,630 | $587K | 0.1% | N/A | 0.008% | |
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10/14/2025 | Northwest Wealth Management LLC | 118,977 | $3.75M | 0.6% | +3.2% | 0.054% | |
10/14/2025 | Builder Investment Group Inc. ADV | 152,840 | $4.82M | 1.1% | +1.2% | 0.069% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 191,208 | $6.03M | 2.1% | +126.4% | 0.087% | |
10/14/2025 | Dopkins Wealth Management LLC | 71,612 | $2.26M | 1.0% | -4.1% | 0.033% | |
10/14/2025 | Brighton Jones LLC | 606,590 | $19.13M | 0.5% | +7.8% | 0.275% | |
10/14/2025 | Foster Group Inc. | 4,020,549 | $126.77M | 4.0% | +11.3% | 1.825% | |
10/14/2025 | Evanson Asset Management LLC | 104,324 | $3.29M | 0.2% | +51.7% | 0.047% | |
10/14/2025 | Pioneer Wealth Management Group | 602,942 | $19.01M | 6.1% | +5.9% | 0.274% | |
10/14/2025 | TCI Wealth Advisors Inc. | 1,718,626 | $54.19M | 3.2% | +13.9% | 0.780% | |
10/10/2025 | Navigoe LLC | 138,259 | $4.36M | 2.8% | +5.1% | 0.063% | |
10/10/2025 | Falcon Wealth Planning | 1,742,113 | $54.93M | 4.9% | +3.4% | 0.791% | |
10/10/2025 | Fiduciary Financial Group LLC | 666,821 | $21.03M | 3.3% | +5.4% | 0.303% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 118,476 | $3.74M | 0.8% | N/A | 0.054% | |
10/9/2025 | AdvisorNet Financial Inc | 63,210 | $1.99M | 0.1% | -2.0% | 0.029% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 350,866 | $11.06M | 2.4% | +1.1% | 0.159% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 125,029 | $3.94M | 1.1% | +7.1% | 0.057% | |
10/9/2025 | Allodium Investment Consultants LLC | 291,566 | $9.19M | 5.2% | -0.4% | 0.132% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 536,241 | $16.91M | 0.5% | +0.2% | 0.243% | |
10/9/2025 | Eclectic Associates Inc. ADV | 322,404 | $10.17M | 1.9% | +65.7% | 0.146% | |
10/9/2025 | Prosperity Planning Inc. | 14,039 | $443K | 0.1% | -2.6% | 0.006% | |
10/9/2025 | North Capital Inc. | 141,847 | $4.47M | 3.5% | +6.5% | 0.064% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 28,325 | $893K | 0.1% | +11.7% | 0.013% | |
10/8/2025 | Firethorn Wealth Partners LLC | 36,448 | $1.15M | 0.5% | +11.9% | 0.017% | |
10/8/2025 | Retirement Wealth Solutions LLC | 1,669 | $53K | 0.0% | N/A | 0.001% | |
10/8/2025 | Andrews Lucia Wealth Management LLC | 145,261 | $4.58M | 2.8% | +0.9% | 0.066% | |
10/8/2025 | Quantum Financial Advisors LLC | 249,983 | $7.88M | 1.0% | -2.3% | 0.114% | |
10/8/2025 | Kure Advisory LLC | 252,729 | $7.97M | 4.9% | +2.0% | 0.115% | |
10/8/2025 | Cypress Point Wealth Management LLC | 36,758 | $1.16M | 0.2% | -6.8% | 0.017% | |
10/7/2025 | TCP Asset Management LLC | 417,943 | $13.18M | 2.4% | +2.4% | 0.191% | |
10/7/2025 | Trinity Financial Advisors LLC | 163,049 | $5.14M | 1.5% | +4.0% | 0.074% | |
10/6/2025 | Exeter Financial LLC | 29,600 | $933K | 0.4% | +2.8% | 0.014% | |
10/6/2025 | Moody National Bank Trust Division | 108,895 | $3.43M | 0.3% | +1.8% | 0.050% | |
10/6/2025 | Collective Family Office LLC | 442,614 | $13.96M | 3.4% | -0.9% | 0.202% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 6,487 | $205K | 0.1% | N/A | 0.003% | |
10/6/2025 | Cambridge Financial Group LLC | 42,233 | $1.33M | 0.4% | -12.2% | 0.019% | |
10/3/2025 | HFG Wealth Management LLC | 54,695 | $1.58M | 0.8% | +1.2% | 0.025% | |
9/26/2025 | Corient Private Wealth LLC | 1,709,565 | $49.49M | 0.1% | -13.0% | 0.808% | |
9/12/2025 | Valeo Financial Advisors LLC | 20,781 | $602K | 0.0% | -14.9% | 0.010% | |
9/9/2025 | Cambridge Financial Group LLC | 48,083 | $1.39M | 0.5% | +9.1% | 0.023% | |
9/4/2025 | Osaic Holdings Inc. | 216,207 | $6.26M | 0.0% | -15.6% | 0.102% | |
8/27/2025 | Orion Porfolio Solutions LLC | 34,405 | $996K | 0.0% | +62.5% | 0.016% | |
8/19/2025 | Advisory Services Network LLC | 11,928 | $349K | 0.0% | +44.2% | 0.006% | |
8/19/2025 | Asset Dedication LLC | 7,487 | $217K | 0.0% | +142.9% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 398,186 | $11.53M | 0.3% | +15.5% | 0.188% | |
8/15/2025 | Binnacle Investments Inc | 185,711 | $5.38M | 3.5% | +3.3% | 0.088% | |
8/15/2025 | Corient Private Wealth LLC | 1,709,564 | $49.49M | 0.1% | -13.0% | 0.808% | |
8/15/2025 | Equitable Holdings Inc. | 111,944 | $3.24M | 0.0% | +33.5% | 0.053% | |
8/15/2025 | Captrust Financial Advisors | 283,313 | $8.20M | 0.0% | +0.4% | 0.134% | |
8/15/2025 | Seneschal Advisors LLC | 7,902 | $229K | 0.2% | N/A | 0.004% | |
8/15/2025 | Orion Porfolio Solutions LLC | 34,405 | $996K | 0.0% | +62.5% | 0.016% | |
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8/15/2025 | MML Investors Services LLC | 419,172 | $12.14M | 0.0% | -5.4% | 0.198% | |
8/15/2025 | Helium Advisors LLC | 19,961 | $578K | 0.4% | +44.2% | 0.009% | |
8/15/2025 | Great Valley Advisor Group Inc. | 11,587 | $335K | 0.0% | -3.8% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 294,847 | $8.54M | 0.1% | -18.0% | 0.139% | |
8/15/2025 | Envision Financial Planning LLC | 471,205 | $13.64M | 6.4% | -6.1% | 0.223% | |
8/15/2025 | Essential Planning LLC. | 256,073 | $7.41M | 2.8% | +1.9% | 0.121% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 18,625 | $539K | 0.4% | +26.0% | 0.009% | |
8/15/2025 | Bank of America Corp DE | 5,074,985 | $146.92M | 0.0% | +7.3% | 2.398% | |
8/14/2025 | Jane Street Group LLC | 745,829 | $21.59M | 0.0% | +143.7% | 0.352% | |
8/14/2025 | Sentinel Wealth Management Inc. | 62,041 | $1.80M | 1.7% | N/A | 0.029% | |