10/17/2025 | Fortitude Family Office LLC | 60,265 | $3.51M | 0.9% | +27.1% | 0.030% | |
10/17/2025 | 1900 Wealth Management LLC | 85,928 | $5.00M | 0.3% | -0.7% | 0.043% | |
10/17/2025 | Henrickson Nauta Wealth Advisors Inc. | 304,219 | $17.71M | 5.6% | +4.9% | 0.153% | |
10/17/2025 | Total Wealth Planning LLC | 61,587 | $3.59M | 0.4% | -0.7% | 0.031% | |
10/17/2025 | Maryland Capital Advisors Inc. | 75,833 | $4.41M | 1.6% | +19.2% | 0.038% | |
10/17/2025 | Clune & Associates LTD. | 73,369 | $4.27M | 1.1% | -3.4% | 0.037% | |
10/17/2025 | Great Oak Capital Partners LLC | 1,390,328 | $81.24M | 21.3% | +3.9% | 0.698% | |
10/17/2025 | Apella Capital LLC | 1,655,470 | $93.73M | 2.1% | -0.1% | 0.831% | |
10/16/2025 | Vestment Financial LLC | 90,718 | $5.30M | 3.0% | +3.2% | 0.046% | |
10/16/2025 | 180 Wealth Advisors LLC | 13,597 | $792K | 0.1% | +3.7% | 0.007% | |
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10/16/2025 | OLIO Financial Planning | 211,407 | $12.31M | 3.6% | +7.6% | 0.106% | |
10/16/2025 | Conrad Siegel Investment Advisors Inc. | 416,495 | $24.24M | 5.1% | +1.2% | 0.209% | |
10/16/2025 | City State Bank | 114,401 | $6.66M | 1.9% | +7.0% | 0.057% | |
10/16/2025 | Triune Financial Partners LLC | 348,377 | $20.28M | 5.1% | +3.3% | 0.175% | |
10/16/2025 | Shearwater Capital LLC | 82,740 | $4.82M | 2.9% | -0.3% | 0.042% | |
10/16/2025 | Fortress Wealth Management Inc. | 10,892 | $634K | 0.3% | -29.7% | 0.005% | |
10/15/2025 | CWM LLC | 50,988 | $2.97M | 0.0% | -4.0% | 0.026% | |
10/15/2025 | Granite Bay Wealth Management LLC | 3,717 | $216K | 0.1% | N/A | 0.002% | |
10/15/2025 | FMB Wealth Management | 106,186 | $6.18M | 2.6% | +0.5% | 0.053% | |
10/15/2025 | Weinberger Asset Management Inc | 82,135 | $4.78M | 1.7% | +26.1% | 0.041% | |
10/15/2025 | Pure Portfolios Holdings LLC | 28,345 | $1.65M | 0.5% | +3.3% | 0.014% | |
10/15/2025 | Brookstone Capital Management | 16,519 | $962K | 0.0% | +272.5% | 0.008% | |
10/15/2025 | Private Trust Co. NA | 7,548 | $439K | 0.0% | +2.9% | 0.004% | |
10/15/2025 | Level Financial Advisors | 70,724 | $4.12M | 1.2% | +0.9% | 0.036% | |
10/15/2025 | Symmetry Partners LLC | 61,182 | $3.56M | 0.4% | +2.2% | 0.031% | |
10/15/2025 | CogentBlue Wealth Advisors LLC | 93,521 | $5.44M | 3.7% | -4.9% | 0.047% | |
10/15/2025 | Cypress Wealth Services LLC | 3,635 | $212K | 0.0% | N/A | 0.002% | |
10/15/2025 | Plancorp LLC | 1,480,606 | $86.19M | 2.7% | -3.6% | 0.743% | |
10/14/2025 | Great Waters Wealth Management | 734,847 | $42.78M | 5.1% | +6.4% | 0.369% | |
10/14/2025 | DiNuzzo Private Wealth Inc. | 137,046 | $8.07M | 0.9% | -0.9% | 0.069% | |
10/14/2025 | Prism Advisors Inc. | 297,553 | $17.32M | 4.7% | N/A | 0.149% | |
10/14/2025 | Farther Finance Advisors LLC | 145,940 | $8.50M | 0.1% | +46.7% | 0.073% | |
10/14/2025 | Quantum Financial Planning Services Inc. | 77,704 | $4.52M | 1.8% | +13.9% | 0.039% | |
10/14/2025 | Meritas Wealth Management LLC | 421,864 | $24.56M | 12.2% | -2.3% | 0.212% | |
10/14/2025 | Elevation Wealth Partners LLC | 41,994 | $2.44M | 0.9% | +7.3% | 0.021% | |
10/14/2025 | LongView Wealth Management | 14,100 | $821K | 0.2% | +9.3% | 0.007% | |
10/14/2025 | BlueSky Wealth Advisors LLC | 293,456 | $17.08M | 2.3% | +1.5% | 0.147% | |
10/14/2025 | Northwest Wealth Management LLC | 116,675 | $6.79M | 1.1% | -0.9% | 0.059% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 852,628 | $49.63M | 16.9% | +33.2% | 0.428% | |
10/14/2025 | Financial Harvest LLC | 462,825 | $26.94M | 18.2% | +2.0% | 0.232% | |
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10/14/2025 | Dopkins Wealth Management LLC | 334,609 | $19.48M | 8.2% | -1.1% | 0.168% | |
10/14/2025 | Physician Wealth Solutions Inc. | 73,487 | $4.28M | 1.9% | -0.4% | 0.037% | |
10/14/2025 | Foster Group Inc. | 424,828 | $24.73M | 0.8% | -12.5% | 0.213% | |
10/14/2025 | Harbor Group Inc. | 3,470 | $202K | 0.0% | N/A | 0.002% | |
10/14/2025 | Evanson Asset Management LLC | 1,095,335 | $63.76M | 3.7% | -0.5% | 0.550% | |
10/14/2025 | Pioneer Wealth Management Group | 136,337 | $7.94M | 2.6% | +12.6% | 0.068% | |
10/14/2025 | WestHill Financial Advisors Inc. | 3,513 | $204K | 0.0% | N/A | 0.002% | |
10/14/2025 | TCI Wealth Advisors Inc. | 478,831 | $27.87M | 1.7% | -0.7% | 0.240% | |
10/14/2025 | Rockwood Wealth Management LLC | 36,964 | $2.15M | 0.2% | +32.3% | 0.019% | |
10/10/2025 | Navigoe LLC | 225,927 | $13.15M | 8.4% | -1.6% | 0.113% | |
10/10/2025 | Financial Connections Group Inc. | 680 | $39K | 0.0% | -42.4% | 0.000% | |
10/10/2025 | HMV Wealth Advisors LLC | 225,407 | $13.12M | 7.2% | -2.3% | 0.113% | |
10/10/2025 | Mills Wealth Advisors LLC | 84,454 | $4.92M | 2.0% | +4.6% | 0.042% | |
10/10/2025 | Lionshead Wealth Management LLC | 76,632 | $4.46M | 3.5% | +68.0% | 0.038% | |
10/10/2025 | Abound Wealth Management | 1,620 | $94K | 0.0% | N/A | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 12,775 | $744K | 0.0% | +4.6% | 0.006% | |
10/10/2025 | Fiduciary Financial Group LLC | 196,446 | $11.44M | 1.8% | +5.0% | 0.099% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 349,554 | $20.35M | 4.6% | +2,407.6% | 0.175% | |
10/9/2025 | Capstone Wealth Management LLC | 206,350 | $12.01M | 9.2% | +0.1% | 0.104% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 9,985 | $581K | 0.0% | -8.2% | 0.005% | |
10/9/2025 | ShankerValleau Wealth Advisors Inc. | 213,374 | $12.42M | 3.2% | -3.1% | 0.107% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 15,427 | $898K | 0.0% | -3.6% | 0.008% | |
10/9/2025 | Eclectic Associates Inc. ADV | 200,936 | $11.70M | 2.1% | +51.2% | 0.101% | |
10/9/2025 | Fermata Advisors LLC | 3,700 | $215K | 0.1% | N/A | 0.002% | |
10/9/2025 | Wealth Advisors Northwest LLC | 5,892 | $343K | 0.2% | -12.1% | 0.003% | |
10/9/2025 | Websterrogers Financial Advisors LLC | 23,799 | $1.39M | 0.4% | -3.3% | 0.012% | |
10/8/2025 | Rise Advisors LLC | 493 | $29K | 0.0% | -99.8% | 0.000% | |
10/8/2025 | Fiduciary Alliance LLC | 4,581 | $267K | 0.0% | -13.9% | 0.002% | |
10/8/2025 | Retirement Wealth Solutions LLC | 1,237 | $72K | 0.0% | N/A | 0.001% | |
10/8/2025 | Andrews Lucia Wealth Management LLC | 243,616 | $14.18M | 8.5% | -4.0% | 0.122% | |
10/8/2025 | Wedmont Private Capital | 7,755 | $450K | 0.0% | -14.9% | 0.004% | |
10/8/2025 | RF&L Wealth Management LLC | 290,556 | $16.91M | 9.9% | +0.2% | 0.146% | |
10/8/2025 | Quantum Financial Advisors LLC | 262,872 | $15.30M | 1.9% | -2.8% | 0.132% | |
10/8/2025 | Cypress Point Wealth Management LLC | 8,316 | $484K | 0.1% | -18.1% | 0.004% | |
10/7/2025 | McLean Asset Management Corp | 239,248 | $14.07M | 2.9% | -7.4% | 0.120% | |
10/6/2025 | Keb Asset Management LLC | 688,392 | $40.07M | 9.0% | -0.4% | 0.346% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 38,939 | $2.27M | 0.9% | -9.4% | 0.020% | |
10/6/2025 | Cambridge Financial Group LLC | 352,502 | $20.52M | 6.6% | +0.2% | 0.177% | |
10/2/2025 | Trust Co of the South | 1,779,073 | $103.56M | 17.2% | -0.9% | 0.898% | |
10/2/2025 | Helen Stephens Group LLC | 508,502 | $29.60M | 6.6% | +3.4% | 0.257% | |
9/26/2025 | Corient Private Wealth LLC | 2,270,663 | $122.53M | 0.2% | -20.3% | 1.146% | |
9/23/2025 | RS Crum Inc. | 311,202 | $16.79M | 4.0% | +7.0% | 0.157% | |
9/22/2025 | Caldwell Trust Co | 3,606 | $195K | 0.0% | N/A | 0.002% | |
9/9/2025 | Cambridge Financial Group LLC | 351,786 | $18.98M | 7.1% | +6.9% | 0.178% | |
9/4/2025 | Osaic Holdings Inc. | 161,106 | $8.63M | 0.0% | +36.7% | 0.081% | |
8/29/2025 | Centaurus Financial Inc. | 12,868 | $694K | 0.0% | +7.0% | 0.006% | |
8/27/2025 | Orion Porfolio Solutions LLC | 67,844 | $3.66M | 0.0% | +12.9% | 0.034% | |
8/26/2025 | Nautilus Advisors LLC | 10,820 | $584K | 0.4% | +80.5% | 0.005% | |
8/25/2025 | Silverlake Wealth Management LLC | 7,029 | $379K | 0.1% | N/A | 0.004% | |
8/19/2025 | Advisory Services Network LLC | 7,053 | $384K | 0.0% | -15.6% | 0.004% | |
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8/19/2025 | Asset Dedication LLC | 2,396,117 | $129.29M | 9.4% | +4.0% | 1.203% | |
8/18/2025 | Geneos Wealth Management Inc. | 8,789 | $474K | 0.0% | +84.4% | 0.004% | |
8/15/2025 | Tower Research Capital LLC TRC | 8,374 | $452K | 0.0% | N/A | 0.004% | |
8/15/2025 | FFT Wealth Management LLC | 3,709 | $202K | 0.0% | N/A | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 2,758,756 | $148.86M | 0.2% | -3.2% | 1.393% | |
8/15/2025 | Equitable Holdings Inc. | 310,008 | $16.73M | 0.1% | +7.0% | 0.156% | |
8/15/2025 | Captrust Financial Advisors | 157,549 | $8.50M | 0.0% | +5.4% | 0.080% | |
8/15/2025 | Vident Advisory LLC | 4,296 | $232K | 0.0% | N/A | 0.002% | |
8/15/2025 | Visionary Wealth Advisors | 263,445 | $14.22M | 0.7% | +4.1% | 0.133% | |
8/15/2025 | Two Sigma Securities LLC | 5,117 | $276K | 0.0% | N/A | 0.003% | |