10/21/2025 | Pettinga Financial Advisors LLC | 49,994 | $2.31M | 0.4% | -11.6% | 0.017% | |
10/21/2025 | MN Wealth Advisors LLC | 17,025 | $785K | 0.4% | -3.8% | 0.006% | |
10/21/2025 | Bell Bank | 4,646 | $214K | 0.0% | -15.6% | 0.002% | |
10/21/2025 | Morris Financial Concepts Inc. | 30,247 | $1.40M | 0.5% | +21.7% | 0.010% | |
10/21/2025 | Altfest L J & Co. Inc. | 6,774 | $312K | 0.0% | +12.6% | 0.002% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,541 | $209K | 0.0% | N/A | 0.002% | |
10/21/2025 | Vishria Bird Financial Group LLC | 5,103 | $235K | 0.0% | N/A | 0.002% | |
10/21/2025 | SJS Investment Consulting Inc. | 21,096 | $973K | 0.1% | +28.3% | 0.007% | |
10/21/2025 | Watershed Private Wealth LLC | 25,917 | $1.20M | 0.4% | -8.5% | 0.009% | |
10/21/2025 | Silver Oak Securities Incorporated | 37,183 | $1.72M | 0.1% | -3.7% | 0.012% | |
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10/21/2025 | Mattern Capital Management LLC | 9,475 | $437K | 0.1% | +7.4% | 0.003% | |
10/21/2025 | RB Capital Management LLC | 23,232 | $1.07M | 0.2% | -1.1% | 0.008% | |
10/21/2025 | My Personal CFO LLC | 28,249 | $1.30M | 0.5% | N/A | 0.009% | |
10/21/2025 | TFO Wealth Partners LLC | 36,598 | $1.69M | 0.3% | -5.2% | 0.012% | |
10/21/2025 | Mather Group LLC. | 160,590 | $7.41M | 0.1% | -1.7% | 0.053% | |
10/20/2025 | Mattern Wealth Management LLC | 134,495 | $6.20M | 1.2% | +3.1% | 0.045% | |
10/20/2025 | Ocean Park Asset Management LLC | 495,900 | $22.87M | 0.9% | N/A | 0.165% | |
10/20/2025 | Premier Financial Group | 765,491 | $35.23M | 9.4% | -0.6% | 0.254% | |
10/20/2025 | Miracle Mile Advisors LLC | 112,060 | $5.17M | 0.1% | N/A | 0.037% | |
10/20/2025 | Merit Financial Group LLC | 69,845 | $3.22M | 0.0% | -0.5% | 0.023% | |
10/20/2025 | OMNI 360 Wealth Inc. | 105,849 | $4.88M | 2.7% | +1.9% | 0.035% | |
10/20/2025 | Sax Wealth Advisors LLC | 810,142 | $37.36M | 2.0% | +24.3% | 0.269% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 724,496 | $33.41M | 4.7% | +0.3% | 0.241% | |
10/20/2025 | Clark Asset Management LLC | 25,598 | $1.18M | 0.1% | +24.6% | 0.009% | |
10/20/2025 | Armbruster Capital Management Inc. | 99,820 | $4.60M | 0.8% | -0.8% | 0.033% | |
10/20/2025 | Squire Investment Management Company LLC | 409,019 | $18.86M | 6.1% | +2.9% | 0.136% | |
10/20/2025 | Laurel Wealth Planning LLC | 113,421 | $5.23M | 2.8% | -3.3% | 0.038% | |
10/20/2025 | Aurelius Family Office LLC | 48,870 | $2.25M | 1.0% | -1.4% | 0.016% | |
10/20/2025 | Mustard Seed Financial LLC | 17,905 | $826K | 0.5% | -4.1% | 0.006% | |
10/17/2025 | 1900 Wealth Management LLC | 125,185 | $5.77M | 0.4% | -0.9% | 0.042% | |
10/17/2025 | Trademark Financial Management LLC | 139,717 | $6.44M | 3.8% | +6.5% | 0.046% | |
10/17/2025 | Optivise Advisory Services LLC | 30,978 | $1.43M | 0.8% | +15.9% | 0.010% | |
10/17/2025 | Total Wealth Planning LLC | 881,021 | $40.63M | 4.7% | +3.3% | 0.293% | |
10/17/2025 | Maryland Capital Advisors Inc. | 226,942 | $10.47M | 3.7% | +4.7% | 0.075% | |
10/17/2025 | Clune & Associates LTD. | 365,708 | $16.87M | 4.2% | +3.1% | 0.121% | |
10/17/2025 | Perigon Wealth Management LLC | 131,243 | $6.05M | 0.1% | +3.0% | 0.044% | |
10/17/2025 | Great Oak Capital Partners LLC | 294,446 | $13.63M | 3.6% | +3.1% | 0.098% | |
10/17/2025 | Sovereign Financial Group Inc. | 31,366 | $1.45M | 0.3% | +10.8% | 0.010% | |
10/17/2025 | Apella Capital LLC | 1,167,192 | $53.59M | 1.2% | -3.5% | 0.388% | |
10/16/2025 | Cordant Inc. | 163,245 | $7.53M | 3.4% | +0.5% | 0.054% | |
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10/16/2025 | City State Bank | 66,280 | $3.06M | 0.9% | +21.2% | 0.022% | |
10/16/2025 | Shearwater Capital LLC | 344,170 | $15.87M | 9.4% | -2.6% | 0.114% | |
10/16/2025 | Fortress Wealth Management Inc. | 361,963 | $16.69M | 7.4% | +6.0% | 0.120% | |
10/16/2025 | Yeomans Consulting Group Inc. | 193,749 | $8.97M | 3.1% | N/A | 0.064% | |
10/15/2025 | CWM LLC | 94,037 | $4.34M | 0.0% | +4.9% | 0.031% | |
10/15/2025 | Granite Bay Wealth Management LLC | 5,073 | $234K | 0.1% | N/A | 0.002% | |
10/15/2025 | Vestia Personal Wealth Advisors | 347,881 | $16.04M | 8.7% | +5.1% | 0.116% | |
10/15/2025 | World Investment Advisors | 22,079 | $1.02M | 0.0% | -15.8% | 0.007% | |
10/15/2025 | Brookstone Capital Management | 112,504 | $5.19M | 0.1% | +6.8% | 0.037% | |
10/15/2025 | Triangle Securities Wealth Management | 40,130 | $1.85M | 0.4% | +2.8% | 0.013% | |
10/15/2025 | Symmetry Partners LLC | 80,286 | $3.70M | 0.4% | -0.3% | 0.027% | |
10/15/2025 | Plancorp LLC | 3,371,706 | $155.50M | 4.9% | +5.1% | 1.120% | |
10/14/2025 | Apeiron RIA LLC | 336,537 | $15.30M | 3.4% | -0.4% | 0.112% | |
10/14/2025 | DiNuzzo Private Wealth Inc. | 247,799 | $11.27M | 1.3% | -1.1% | 0.082% | |
10/14/2025 | Prism Advisors Inc. | 435,091 | $20.07M | 5.4% | -1.3% | 0.145% | |
10/14/2025 | Farther Finance Advisors LLC | 2,220,435 | $102.41M | 1.5% | +603.1% | 0.737% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 401,280 | $18.51M | 2.9% | -3.2% | 0.133% | |
10/14/2025 | Meritas Wealth Management LLC | 331,499 | $15.29M | 7.6% | +0.7% | 0.110% | |
10/14/2025 | Kaufman Rossin Wealth LLC | 57,122 | $2.63M | 1.4% | -4.5% | 0.019% | |
10/14/2025 | Northwest Wealth Management LLC | 237,087 | $10.93M | 1.8% | -2.6% | 0.079% | |
10/14/2025 | Builder Investment Group Inc. ADV | 48,127 | $2.22M | 0.5% | -1.0% | 0.016% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 652,587 | $30.10M | 10.3% | +33.9% | 0.217% | |
10/14/2025 | Financial Harvest LLC | 8,831 | $407K | 0.3% | -23.8% | 0.003% | |
10/14/2025 | Dopkins Wealth Management LLC | 424,767 | $19.59M | 8.3% | -2.8% | 0.141% | |
10/14/2025 | Brighton Jones LLC | 11,706 | $540K | 0.0% | -5.2% | 0.004% | |
10/14/2025 | Foster Group Inc. | 3,243,570 | $149.59M | 4.7% | -3.1% | 1.077% | |
10/14/2025 | Evanson Asset Management LLC | 1,356,519 | $62.56M | 3.6% | +4.0% | 0.451% | |
10/14/2025 | TCI Wealth Advisors Inc. | 1,565,367 | $72.20M | 4.3% | +4.7% | 0.520% | |
10/14/2025 | Rockwood Wealth Management LLC | 5,623 | $259K | 0.0% | -4.0% | 0.002% | |
10/10/2025 | ABLE Financial Group LLC | 189,820 | $8.75M | 1.9% | +5.9% | 0.063% | |
10/10/2025 | Fifth Third Securities Inc. | 41,760 | $1.93M | 0.1% | +189.2% | 0.014% | |
10/10/2025 | Navigoe LLC | 393,209 | $18.13M | 11.6% | +0.6% | 0.131% | |
10/10/2025 | Financial Connections Group Inc. | 303,202 | $13.98M | 5.5% | +0.6% | 0.101% | |
10/10/2025 | Arlington Financial Advisors LLC | 8,363 | $386K | 0.1% | N/A | 0.003% | |
10/10/2025 | Falcon Wealth Planning | 1,231,501 | $56.80M | 5.1% | +5.0% | 0.409% | |
10/10/2025 | Castleview Partners LLC | 5,135 | $237K | 0.1% | N/A | 0.002% | |
10/10/2025 | Shotwell Rutter Baer Inc | 135,462 | $6.28M | 4.1% | -2.6% | 0.045% | |
10/10/2025 | Signal Advisors Wealth LLC | 14,483 | $668K | 0.1% | -8.9% | 0.005% | |
10/10/2025 | Fiduciary Financial Group LLC | 544,306 | $25.10M | 4.0% | +6.1% | 0.181% | |
10/9/2025 | Secure Asset Management LLC | 7,410 | $343K | 0.1% | N/A | 0.002% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 317,587 | $14.65M | 3.3% | +1,353.4% | 0.105% | |
10/9/2025 | Capstone Wealth Management LLC | 266,765 | $12.30M | 9.5% | +1.7% | 0.089% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 66,671 | $3.08M | 0.1% | N/A | 0.022% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 6,351 | $293K | 0.0% | +6.7% | 0.002% | |
10/9/2025 | ShankerValleau Wealth Advisors Inc. | 387,794 | $17.89M | 4.6% | +0.1% | 0.129% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 9,683 | $447K | 0.0% | -2.2% | 0.003% | |
10/9/2025 | Eclectic Associates Inc. ADV | 607,571 | $28.02M | 5.1% | +42.6% | 0.202% | |
10/9/2025 | Prosperity Planning Inc. | 22,410 | $1.03M | 0.3% | -1.0% | 0.007% | |
10/9/2025 | Archer Investment Management LLC | 14,141 | $652K | 0.4% | -15.0% | 0.005% | |
10/9/2025 | Embree Financial Group | 305,841 | $14.11M | 1.9% | +59.1% | 0.102% | |
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10/9/2025 | Websterrogers Financial Advisors LLC | 4,431 | $204K | 0.1% | N/A | 0.001% | |
10/8/2025 | Dixon Fnancial Services Inc. | 1,323,891 | $61.06M | 27.8% | -1.0% | 0.440% | |
10/8/2025 | Retirement Wealth Solutions LLC | 1,849 | $85K | 0.1% | N/A | 0.001% | |
10/8/2025 | Andrews Lucia Wealth Management LLC | 212,490 | $9.80M | 5.9% | -0.4% | 0.071% | |
10/8/2025 | RF&L Wealth Management LLC | 127,854 | $5.90M | 3.5% | +4.2% | 0.042% | |
10/8/2025 | Accel Wealth Management | 69,842 | $3.22M | 0.9% | +199.3% | 0.023% | |
10/7/2025 | Trinity Financial Advisors LLC | 652,048 | $30.07M | 8.7% | +1.3% | 0.217% | |
10/7/2025 | McLean Asset Management Corp | 370,519 | $17.25M | 3.6% | -6.8% | 0.123% | |
10/7/2025 | Acropolis Investment Management LLC | 513,890 | $22.01M | 1.1% | +5.5% | 0.171% | |
10/7/2025 | Hardin Capital Partners LLC | 17,005 | $784K | 0.4% | +12.8% | 0.006% | |