7/24/2025 | JNBA Financial Advisors | 722 | $31K | 0.0% | N/A | 0.000% | |
7/24/2025 | FinDec Wealth Services Inc. | 7,809 | $334K | 0.3% | -57.2% | 0.003% | |
7/24/2025 | JFS Wealth Advisors LLC | 43,955 | $1.88M | 0.1% | -1.8% | 0.015% | |
7/24/2025 | Blue Trust Inc. | 3,741 | $160K | 0.0% | +111.1% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 62,879 | $2.69M | 0.1% | -2.2% | 0.022% | |
7/24/2025 | Riverchase Wealth Management LLC | 17,069 | $731K | 0.5% | +27.4% | 0.006% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 63,499 | $2.72M | 0.2% | +142.7% | 0.022% | |
7/24/2025 | Vantage Point Financial LLC | 39,737 | $1.70M | 0.7% | +0.9% | 0.014% | |
7/24/2025 | IFP Advisors Inc | 50,929 | $2.18M | 0.1% | +291.9% | 0.018% | |
7/24/2025 | True Link Financial Advisors LLC | 1,097,757 | $47.02M | 3.2% | +0.1% | 0.387% | |
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7/24/2025 | McElhenny Sheffield Capital Management LLC | 106,000 | $4.54M | 0.3% | N/A | 0.037% | |
7/24/2025 | US Bancorp DE | 23,786 | $1.02M | 0.0% | +10.4% | 0.008% | |
7/23/2025 | L.K. Benson & Company P.C. | 76,164 | $3.26M | 2.0% | +1.1% | 0.027% | |
7/23/2025 | InTrack Investment Management Inc | 72,011 | $3.08M | 2.1% | N/A | 0.025% | |
7/23/2025 | Austin Asset Management Co Inc | 218,028 | $9.34M | 1.9% | +2.4% | 0.077% | |
7/23/2025 | Quarry Hill Advisors LLC | 39,967 | $1.71M | 1.0% | -2.3% | 0.014% | |
7/23/2025 | Armbruster Capital Management Inc. | 100,645 | $4.31M | 0.8% | +3.2% | 0.035% | |
7/23/2025 | REAP Financial Group LLC | 155,535 | $6.66M | 1.6% | -2.6% | 0.055% | |
7/23/2025 | Sax Wealth Advisors LLC | 651,838 | $27.92M | 1.7% | +29.6% | 0.230% | |
7/23/2025 | Watershed Private Wealth LLC | 28,313 | $1.21M | 0.4% | -7.7% | 0.010% | |
7/23/2025 | First Financial Group Corp | 6,910 | $296K | 0.3% | N/A | 0.002% | |
7/23/2025 | Wealth Management Nebraska | 1,160,172 | $49.64M | 7.0% | +4.7% | 0.409% | |
7/23/2025 | Roundview Capital LLC | 11,288 | $483K | 0.0% | N/A | 0.004% | |
7/23/2025 | HMV Wealth Advisors LLC | 133,683 | $5.73M | 3.8% | +3.5% | 0.047% | |
7/23/2025 | Mraz Amerine & Associates Inc. | 236,075 | $10.11M | 1.6% | +4.7% | 0.083% | |
7/23/2025 | Litman Gregory Wealth Management LLC | 8,146 | $349K | 0.0% | +3.6% | 0.003% | |
7/22/2025 | Red Tortoise LLC | 44,851 | $1.92M | 0.9% | +515.4% | 0.016% | |
7/22/2025 | Confluence Wealth Services Inc. | 1,584,351 | $67.86M | 3.7% | +4.7% | 0.558% | |
7/22/2025 | Valeo Financial Advisors LLC | 28,205 | $1.21M | 0.0% | +3.2% | 0.010% | |
7/22/2025 | Beacon Financial Advisory LLC | 19,547 | $837K | 0.2% | +37.2% | 0.007% | |
7/22/2025 | Simplicity Wealth LLC | 25,898 | $1.11M | 0.0% | +101.3% | 0.009% | |
7/22/2025 | Sutton Place Investors LLC | 27,109 | $1.16M | 0.7% | +47.7% | 0.010% | |
7/22/2025 | Berger Financial Group Inc | 27,877 | $1.19M | 0.1% | +1.3% | 0.010% | |
7/22/2025 | Noble Family Wealth LLC | 5,631 | $241K | 0.1% | N/A | 0.002% | |
7/22/2025 | Accel Wealth Management | 23,334 | $999K | 0.3% | +219.3% | 0.008% | |
7/22/2025 | Journey Beyond Wealth LLC | 83,755 | $3.59M | 3.0% | +16.2% | 0.030% | |
7/22/2025 | Peoples Bank OH | 38,995 | $1.67M | 1.0% | +20.3% | 0.014% | |
7/21/2025 | Quent Capital LLC | 455,919 | $19.53M | 1.9% | +11.3% | 0.161% | |
7/21/2025 | QRG Capital Management Inc. | 12,145 | $520K | 0.0% | +67.5% | 0.004% | |
7/21/2025 | Keb Asset Management LLC | 827,294 | $35.43M | 8.8% | +1.9% | 0.291% | |
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7/21/2025 | Ameritas Advisory Services LLC | 1,319 | $56K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,824,444 | $78.14M | 1.8% | -1.8% | 0.643% | |
7/21/2025 | 1900 Wealth Management LLC | 126,334 | $5.41M | 0.4% | -1.6% | 0.044% | |
7/21/2025 | Family CFO Inc | 62,850 | $2.69M | 1.3% | +1.6% | 0.022% | |
7/21/2025 | Verus Financial Partners Inc. | 854,083 | $37.16M | 3.8% | +2.6% | 0.301% | |
7/21/2025 | Mattern Capital Management LLC | 8,819 | $378K | 0.0% | +9.4% | 0.003% | |
7/21/2025 | 25 LLC | 28,126 | $1.21M | 0.4% | +0.8% | 0.010% | |
7/21/2025 | Triad Wealth Partners LLC | 6,240 | $267K | 0.1% | N/A | 0.002% | |
7/18/2025 | TruNorth Capital Management LLC | 83,667 | $3.58M | 0.8% | -1.1% | 0.029% | |
7/18/2025 | Benchmark Wealth Management LLC | 13,720 | $588K | 0.3% | +44.7% | 0.005% | |
7/18/2025 | Meritas Wealth Management LLC | 329,130 | $14.10M | 7.7% | -0.4% | 0.116% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 487,420 | $20.88M | 12.0% | +4.3% | 0.172% | |
7/18/2025 | Dogwood Wealth Management LLC | 2,433 | $105K | 0.1% | -15.1% | 0.001% | |
7/18/2025 | Arcadia Wealth Management LLC | 32,206 | $1.38M | 0.6% | +10.5% | 0.011% | |
7/18/2025 | PBMares Wealth Management LLC | 439,880 | $18.84M | 3.4% | +0.8% | 0.155% | |
7/18/2025 | Liberty Capital Management Inc. | 4,731 | $203K | 0.0% | N/A | 0.002% | |
7/18/2025 | Truist Financial Corp | 524,098 | $22.45M | 0.0% | +129.6% | 0.185% | |
7/17/2025 | Melfa Wealth Management Inc. | 16,540 | $708K | 0.4% | -6.8% | 0.006% | |
7/17/2025 | Eclectic Associates Inc. ADV | 426,159 | $18.25M | 4.0% | +119.3% | 0.149% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 250,662 | $10.74M | 1.3% | -2.8% | 0.088% | |
7/17/2025 | Mattern Wealth Management LLC | 130,408 | $5.59M | 1.2% | +46.0% | 0.046% | |
7/17/2025 | Poinciana Advisors Group LLC | 91,476 | $3.92M | 3.5% | -1.4% | 0.032% | |
7/17/2025 | Dopkins Wealth Management LLC | 437,150 | $18.72M | 8.4% | -0.7% | 0.153% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 271,319 | $11.62M | 6.4% | +0.4% | 0.095% | |
7/17/2025 | Northwest Wealth Management LLC | 243,466 | $10.43M | 1.9% | +0.9% | 0.085% | |
7/17/2025 | LexAurum Advisors LLC | 66,359 | $2.84M | 0.4% | +1.0% | 0.023% | |
7/17/2025 | HB Wealth Management LLC | 10,294 | $441K | 0.0% | N/A | 0.004% | |
7/17/2025 | Claris Advisors LLC MO | 376,361 | $16.12M | 5.6% | +0.4% | 0.132% | |
7/17/2025 | Janney Montgomery Scott LLC | 38,515 | $1.65M | 0.0% | +28.6% | 0.014% | |
7/17/2025 | Elser Financial Planning Inc | 13,981 | $596K | 0.0% | +79.5% | 0.005% | |
7/17/2025 | Fifth Third Securities Inc. | 14,440 | $618K | 0.0% | -2.5% | 0.005% | |
7/17/2025 | Oceanside Advisors LLC | 174,447 | $7.47M | 5.0% | -1.0% | 0.061% | |
7/17/2025 | Global Trust Asset Management LLC | 17,442 | $747K | 0.4% | -37.6% | 0.006% | |
7/17/2025 | Symmetry Partners LLC | 80,523 | $3.45M | 0.4% | -3.5% | 0.028% | |
7/17/2025 | Porter White Investment Advisors Inc. | 99,571 | $4.27M | 2.0% | -10.0% | 0.035% | |
7/17/2025 | Stone Summit Wealth LLC | 168,791 | $7.23M | 2.2% | +4.9% | 0.059% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 737,938 | $31.61M | 2.8% | -0.9% | 0.259% | |
7/17/2025 | Avior Wealth Management LLC | 98,486 | $4.22M | 0.1% | +3.8% | 0.035% | |
7/17/2025 | CogentBlue Wealth Advisors LLC | 21,829 | $935K | 0.7% | -3.0% | 0.008% | |
7/16/2025 | Jentner Corp | 21,328 | $913K | 0.2% | -50.7% | 0.007% | |
7/16/2025 | Builder Investment Group Inc. ADV | 48,633 | $2.08M | 0.5% | -0.8% | 0.017% | |
7/16/2025 | Squire Investment Management Company LLC | 397,609 | $17.03M | 6.3% | +3.4% | 0.139% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 26,517 | $1.14M | 0.8% | -25.8% | 0.009% | |
7/16/2025 | Meredith Wealth Planning | 10,768 | $461K | 0.2% | N/A | 0.004% | |
7/16/2025 | Encompass Wealth Advisors LLC | 23,131 | $991K | 0.4% | -1.8% | 0.008% | |
7/16/2025 | Signaturefd LLC | 3,834 | $164K | 0.0% | +8.5% | 0.001% | |
7/16/2025 | Vestia Personal Wealth Advisors | 330,962 | $14.18M | 9.2% | +15.6% | 0.116% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 94,322 | $4.04M | 0.5% | -2.9% | 0.033% | |
7/16/2025 | Vision Capital Management Inc. | 13,221 | $566K | 0.1% | +20.9% | 0.005% | |
7/16/2025 | Destiny Wealth Partners LLC | 181,981 | $7.79M | 1.0% | -2.0% | 0.064% | |
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7/16/2025 | Falcon Wealth Planning | 1,173,390 | $50.26M | 5.1% | -2.3% | 0.412% | |
7/16/2025 | Embree Financial Group | 192,244 | $8.23M | 1.2% | +350.4% | 0.067% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 109,009 | $4.67M | 1.4% | -30.3% | 0.038% | |
7/16/2025 | Five Oceans Advisors | 10,624 | $455K | 0.2% | +11.9% | 0.004% | |
7/16/2025 | TCI Wealth Advisors Inc. | 1,495,634 | $64.06M | 4.4% | +5.1% | 0.525% | |
7/16/2025 | Blue Oak Capital LLC | 103,917 | $4.45M | 2.3% | -14.8% | 0.036% | |
7/16/2025 | Perigon Wealth Management LLC | 127,480 | $5.46M | 0.1% | +5.7% | 0.045% | |
7/16/2025 | Leading Edge Financial Planning LLC | 4,966 | $213K | 0.1% | N/A | 0.002% | |
7/16/2025 | Plancorp LLC | 3,209,592 | $137.47M | 4.8% | +10.1% | 1.126% | |
7/16/2025 | Tassel Capital Management Inc. | 6,760 | $290K | 0.2% | -45.6% | 0.002% | |