7/30/2025 | Phillips Financial Management LLC | 1,115,676 | $33.11M | 2.4% | +3.0% | 0.588% | |
7/30/2025 | Citizens & Northern Corp | 6,890 | $204K | 0.1% | -8.9% | 0.004% | |
7/30/2025 | Studio Investment Management LLC | 224,160 | $6.65M | 1.3% | -0.2% | 0.118% | |
7/30/2025 | Blume Capital Management Inc. | 333,261 | $9.89M | 2.0% | +6.4% | 0.176% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 751,644 | $22.38M | 2.6% | -0.2% | 0.396% | |
7/30/2025 | Clune & Associates LTD. | 170,334 | $5.06M | 1.4% | +13.3% | 0.090% | |
7/30/2025 | Mills Wealth Advisors LLC | 314,622 | $9.34M | 4.3% | +14.2% | 0.166% | |
7/30/2025 | Canvas Wealth Advisors LLC | 12,471 | $377K | 0.1% | +2.9% | 0.007% | |
7/30/2025 | Crewe Advisors LLC | 2,084 | $62K | 0.0% | -15.0% | 0.001% | |
7/29/2025 | Financial Symmetry Inc | 363,693 | $10.79M | 5.6% | +5.8% | 0.192% | |
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7/29/2025 | Grunden Financial Advisory Inc. | 36,590 | $1.09M | 0.5% | +23.7% | 0.019% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 1,115,524 | $33.11M | 0.7% | -13.7% | 0.588% | |
7/29/2025 | Chicago Partners Investment Group LLC | 44,054 | $1.35M | 0.0% | -6.0% | 0.023% | |
7/29/2025 | Disciplined Investments LLC | 19,296 | $573K | 0.2% | -13.6% | 0.010% | |
7/29/2025 | Wealthstream Advisors Inc. | 1,477,488 | $43.85M | 7.3% | -0.3% | 0.779% | |
7/29/2025 | Schubert & Co | 38,384 | $1.14M | 0.8% | N/A | 0.020% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 53,223 | $1.58M | 0.0% | +11.7% | 0.028% | |
7/29/2025 | Private Wealth Management Group LLC | 514,321 | $15.27M | 5.1% | +4.5% | 0.271% | |
7/29/2025 | Kondo Wealth Advisors Inc. | 415,646 | $12.37M | 5.5% | +5.2% | 0.219% | |
7/29/2025 | Lutz Financial Services LLC | 220,968 | $6.56M | 0.5% | +2.6% | 0.116% | |
7/29/2025 | Foster & Motley Inc. | 9,541 | $283K | 0.0% | -3.4% | 0.005% | |
7/29/2025 | Stordahl Capital Management Inc. | 672,620 | $19.96M | 4.4% | -5.3% | 0.355% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 32,136 | $954K | 0.2% | +3.7% | 0.017% | |
7/29/2025 | Straight Path Wealth Management | 388,018 | $11.52M | 3.9% | +10.7% | 0.205% | |
7/29/2025 | Two West Capital Advisors LLC | 32,497 | $991K | 0.6% | +1.1% | 0.017% | |
7/29/2025 | Stratos Investment Management LLC | 633,796 | $18.81M | 0.9% | +0.9% | 0.334% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 17,886 | $531K | 0.1% | N/A | 0.009% | |
7/29/2025 | Flagstone Financial Management | 508,640 | $15.10M | 4.3% | -2.5% | 0.268% | |
7/28/2025 | RCS Financial Planning LLC | 164,558 | $4.88M | 2.4% | +33.4% | 0.087% | |
7/28/2025 | Verisail Partners LLC | 467,561 | $13.88M | 5.9% | +2.4% | 0.246% | |
7/28/2025 | Morris Financial Concepts Inc. | 38,413 | $1.14M | 0.5% | -3.8% | 0.020% | |
7/28/2025 | Disciplined Equity Management Inc. | 8,560 | $254K | 0.1% | +8.5% | 0.005% | |
7/28/2025 | Strategent Financial LLC | 40,634 | $1.21M | 0.9% | +60.9% | 0.021% | |
7/28/2025 | Delap Wealth Advisory LLC | 350,705 | $10.41M | 5.0% | -3.5% | 0.185% | |
7/28/2025 | JGP Wealth Management LLC | 341,470 | $10.14M | 1.2% | -0.9% | 0.180% | |
7/28/2025 | RFG Advisory LLC | 98,688 | $2.93M | 0.1% | +857.7% | 0.052% | |
7/28/2025 | Axxcess Wealth Management LLC | 86,888 | $2.58M | 0.1% | -2.2% | 0.046% | |
7/25/2025 | Sequoia Financial Advisors LLC | 4,632,242 | $137.49M | 0.9% | +10.1% | 2.442% | |
7/25/2025 | Ruedi Wealth Management Inc. | 269,449 | $8.00M | 2.4% | -7.1% | 0.142% | |
7/25/2025 | Lion Street Advisors LLC | 33,135 | $983K | 0.3% | +1.2% | 0.017% | |
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7/25/2025 | Gordian Advisors LLC | 16,502 | $490K | 0.4% | -10.2% | 0.009% | |
7/25/2025 | CWM LLC | 16,538 | $491K | 0.0% | -10.6% | 0.009% | |
7/25/2025 | Hassell Wealth Management LLC | 406,344 | $12.48M | 4.6% | +2.7% | 0.214% | |
7/25/2025 | Hemington Wealth Management | 773,826 | $22.97M | 3.3% | +5.4% | 0.408% | |
7/25/2025 | BCR Wealth Strategies LLC | 563,100 | $16.71M | 6.5% | +4.6% | 0.297% | |
7/25/2025 | One Degree Advisors Inc | 200,290 | $5.94M | 2.1% | +13.8% | 0.106% | |
7/24/2025 | JNBA Financial Advisors | 104,829 | $3.11M | 0.3% | -10.4% | 0.055% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 17,011 | $506K | 0.1% | +111.8% | 0.009% | |
7/24/2025 | JFS Wealth Advisors LLC | 120,601 | $3.58M | 0.2% | +69.2% | 0.064% | |
7/24/2025 | Strengthening Families & Communities LLC | 76,808 | $2.27M | 1.3% | -0.7% | 0.040% | |
7/24/2025 | Riverchase Wealth Management LLC | 125,652 | $3.73M | 2.4% | +0.7% | 0.066% | |
7/24/2025 | Vantage Point Financial LLC | 166,872 | $4.95M | 2.2% | +2.6% | 0.088% | |
7/24/2025 | Grand Wealth Management LLC | 121,063 | $3.59M | 1.8% | +5.3% | 0.064% | |
7/24/2025 | Wealth Advisors Northwest LLC | 210,138 | $6.24M | 3.3% | +8.6% | 0.111% | |
7/23/2025 | Austin Asset Management Co Inc | 68,275 | $2.03M | 0.4% | +43.8% | 0.036% | |
7/23/2025 | Clear Creek Financial Management LLC | 16,751 | $497K | 0.0% | +15.1% | 0.009% | |
7/23/2025 | Quarry Hill Advisors LLC | 219,033 | $6.50M | 3.8% | -5.3% | 0.115% | |
7/23/2025 | Abel Hall LLC | 79,142 | $2.35M | 1.1% | -6.8% | 0.042% | |
7/23/2025 | First Financial Group Corp | 28,535 | $847K | 0.8% | +55.8% | 0.015% | |
7/23/2025 | Asset Planning Corporation | 62,949 | $1.87M | 1.0% | +17.3% | 0.033% | |
7/23/2025 | HTG Investment Advisors Inc. | 278,907 | $8.28M | 3.1% | -5.5% | 0.147% | |
7/23/2025 | HMV Wealth Advisors LLC | 223,058 | $6.62M | 4.3% | +24.7% | 0.118% | |
7/23/2025 | Pillar Financial Advisors LLC | 132,061 | $3.92M | 2.7% | +5.7% | 0.070% | |
7/22/2025 | Evensky & Katz LLC | 2,420,202 | $71.83M | 4.4% | -0.7% | 1.276% | |
7/22/2025 | AWM Capital LLC | 1,723,511 | $51.15M | 5.4% | +29.0% | 0.909% | |
7/22/2025 | DAVENPORT & Co LLC | 215,578 | $6.40M | 0.0% | +15.7% | 0.114% | |
7/22/2025 | Beacon Financial Advisory LLC | 20,596 | $611K | 0.2% | +54.3% | 0.011% | |
7/22/2025 | Gemmer Asset Management LLC | 29,374 | $872K | 0.1% | +4.9% | 0.015% | |
7/22/2025 | Simplicity Wealth LLC | 226,492 | $6.72M | 0.3% | +73.1% | 0.119% | |
7/22/2025 | Firethorn Wealth Partners LLC | 30,900 | $917K | 0.4% | -2.4% | 0.016% | |
7/21/2025 | Keb Asset Management LLC | 478,251 | $14.19M | 3.5% | +7.4% | 0.252% | |
7/21/2025 | Abacus Planning Group Inc. | 24,810 | $736K | 0.1% | +28.4% | 0.013% | |
7/21/2025 | 25 LLC | 29,657 | $880K | 0.3% | +5.6% | 0.016% | |
7/21/2025 | Triad Wealth Partners LLC | 12,840 | $381K | 0.1% | N/A | 0.007% | |
7/21/2025 | Sageworth Trust Co of South Dakota | 77,781 | $2.31M | 2.5% | +11.5% | 0.041% | |
7/21/2025 | Sageworth Trust Co | 546,668 | $16.23M | 0.9% | +2.4% | 0.288% | |
7/18/2025 | Pure Financial Advisors LLC | 7,159 | $212K | 0.0% | N/A | 0.004% | |
7/18/2025 | Heritage Financial Services LLC | 1,826,125 | $54.20M | 5.2% | -1.9% | 0.963% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 16,809 | $499K | 0.3% | +117.8% | 0.009% | |
7/18/2025 | Client 1ST Advisory Group LLC | 212,405 | $6.30M | 2.3% | -5.4% | 0.112% | |
7/18/2025 | BCO Wealth Management LLC | 237,235 | $7.04M | 5.0% | +4.0% | 0.125% | |
7/18/2025 | PBMares Wealth Management LLC | 225,659 | $6.70M | 1.2% | +21.6% | 0.119% | |
7/18/2025 | Liberty Capital Management Inc. | 50,474 | $1.50M | 0.3% | +5.9% | 0.027% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 336,781 | $10.00M | 6.1% | -4.8% | 0.178% | |
7/18/2025 | Truist Financial Corp | 182,266 | $5.41M | 0.0% | +0.7% | 0.096% | |
7/18/2025 | FMB Wealth Management | 28,610 | $849K | 0.4% | -19.4% | 0.015% | |
7/18/2025 | BCU Wealth Advisors LLC | 330,831 | $9.82M | 4.4% | +5.3% | 0.174% | |
7/17/2025 | LifeGuide Financial Advisors LLC | 149,539 | $4.44M | 1.6% | +5.6% | 0.079% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 772,996 | $22.94M | 2.7% | -0.4% | 0.407% | |
7/17/2025 | Mattern Wealth Management LLC | 285,662 | $8.48M | 1.8% | -33.4% | 0.151% | |
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7/17/2025 | Poinciana Advisors Group LLC | 34,347 | $1.02M | 0.9% | +24.3% | 0.018% | |
7/17/2025 | Dopkins Wealth Management LLC | 56,796 | $1.69M | 0.8% | +108.8% | 0.030% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 18,228 | $541K | 0.3% | +43.2% | 0.010% | |
7/17/2025 | Northwest Wealth Management LLC | 274,232 | $8.14M | 1.5% | +3.3% | 0.145% | |
7/17/2025 | HB Wealth Management LLC | 202,993 | $6.03M | 0.0% | +114.5% | 0.107% | |
7/17/2025 | Claris Advisors LLC MO | 137,699 | $4.09M | 1.4% | -28.4% | 0.073% | |
7/17/2025 | Elser Financial Planning Inc | 983,024 | $29.54M | 1.8% | N/A | 0.518% | |
7/17/2025 | Vermillion Wealth Management Inc. | 4,205 | $125K | 0.1% | +24.0% | 0.002% | |
7/17/2025 | Applied Capital LLC | 52,700 | $1.56M | 0.7% | -19.7% | 0.028% | |
7/17/2025 | Heritage Investment Group Inc. | 503,474 | $14.94M | 2.6% | -5.5% | 0.265% | |