7/25/2025 | Atria Wealth Solutions Inc. | 14,079 | $676K | 0.0% | -35.7% | 0.014% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 115,006 | $5.52M | 0.0% | +43.6% | 0.113% | |
7/25/2025 | Concord Asset Management LLC VA | 210,743 | $10.12M | 1.5% | N/A | 0.206% | |
7/25/2025 | Parker Financial LLC | 132,101 | $6.34M | 2.7% | +9.6% | 0.129% | |
7/25/2025 | Ruedi Wealth Management Inc. | 929,564 | $44.63M | 13.2% | +4.2% | 0.910% | |
7/25/2025 | Index Fund Advisors Inc. | 27,539 | $1.32M | 0.1% | -2.8% | 0.027% | |
7/25/2025 | CWM LLC | 5,395 | $259K | 0.0% | -14.1% | 0.005% | |
7/25/2025 | Apollon Wealth Management LLC | 66,385 | $3.19M | 0.1% | +11.2% | 0.065% | |
7/25/2025 | Hemington Wealth Management | 568,872 | $27.31M | 4.0% | +2.0% | 0.557% | |
7/25/2025 | PrairieView Partners LLC | 75,908 | $3.64M | 0.4% | +8.3% | 0.074% | |
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7/25/2025 | One Degree Advisors Inc | 271,412 | $13.03M | 4.6% | +6.1% | 0.266% | |
7/24/2025 | Williams & Novak LLC | 13,813 | $663K | 0.6% | +26.4% | 0.014% | |
7/24/2025 | FinDec Wealth Services Inc. | 7,925 | $380K | 0.4% | -48.3% | 0.008% | |
7/24/2025 | rebel Financial LLC | 5,847 | $281K | 0.1% | N/A | 0.006% | |
7/24/2025 | Vantage Point Financial LLC | 134,630 | $6.46M | 2.8% | +5.5% | 0.132% | |
7/24/2025 | IFP Advisors Inc | 43,005 | $2.07M | 0.1% | -83.9% | 0.042% | |
7/24/2025 | Wealth Advisors Northwest LLC | 35,904 | $1.72M | 0.9% | +285.2% | 0.035% | |
7/23/2025 | Allegiance Financial Group Advisory Services LLC | 374,223 | $17.97M | 4.8% | +6.4% | 0.367% | |
7/23/2025 | SpringVest Wealth Management LLC | 47,883 | $2.30M | 1.9% | +51.9% | 0.047% | |
7/23/2025 | Austin Asset Management Co Inc | 8,490 | $408K | 0.1% | -15.2% | 0.008% | |
7/23/2025 | Quarry Hill Advisors LLC | 36,087 | $1.73M | 1.0% | +16.8% | 0.035% | |
7/23/2025 | Abel Hall LLC | 6,145 | $295K | 0.1% | -6.1% | 0.006% | |
7/23/2025 | Sax Wealth Advisors LLC | 479,978 | $23.04M | 1.4% | +22.0% | 0.470% | |
7/23/2025 | Wheelhouse Advisory Group LLC | 245,823 | $11.80M | 6.0% | +20.3% | 0.241% | |
7/23/2025 | HMV Wealth Advisors LLC | 10,760 | $517K | 0.3% | +84.9% | 0.011% | |
7/23/2025 | Pillar Financial Advisors LLC | 43,087 | $2.07M | 1.4% | -2.2% | 0.042% | |
7/22/2025 | AWM Capital LLC | 157,584 | $7.57M | 0.8% | +9.3% | 0.154% | |
7/22/2025 | David Wealth Management LLC | 360,829 | $17.32M | 12.9% | +3.5% | 0.353% | |
7/22/2025 | Yardley Wealth Management LLC | 185,796 | $8.92M | 4.9% | +0.3% | 0.182% | |
7/22/2025 | Simplicity Wealth LLC | 11,549 | $554K | 0.0% | -90.1% | 0.011% | |
7/22/2025 | Sutton Place Investors LLC | 38,544 | $1.85M | 1.1% | -4.0% | 0.038% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 15,712 | $754K | 0.0% | +18.1% | 0.015% | |
7/22/2025 | Firethorn Wealth Partners LLC | 30,909 | $1.48M | 0.6% | +10.9% | 0.030% | |
7/22/2025 | USAdvisors Wealth Management LLC | 17,886 | $858K | 0.3% | -2.8% | 0.018% | |
7/22/2025 | Bay Harbor Wealth Management LLC | 179,989 | $8.64M | 2.5% | +3.9% | 0.176% | |
7/21/2025 | Onyx Financial Advisors LLC | 340,839 | $16.36M | 7.8% | -2.3% | 0.334% | |
7/21/2025 | Keb Asset Management LLC | 19,301 | $927K | 0.2% | +36.2% | 0.019% | |
7/21/2025 | Keystone Financial Group Inc. | 107,297 | $5.15M | 3.3% | +32.8% | 0.105% | |
7/21/2025 | Abacus Planning Group Inc. | 118,755 | $5.70M | 0.6% | N/A | 0.116% | |
7/18/2025 | Pure Financial Advisors LLC | 155,482 | $7.47M | 0.1% | +7.0% | 0.152% | |
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7/18/2025 | B.O.S.S. Retirement Advisors LLC | 13,411 | $644K | 0.2% | -4.9% | 0.013% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 9,002 | $432K | 0.2% | N/A | 0.009% | |
7/18/2025 | Client 1ST Advisory Group LLC | 285,866 | $13.72M | 5.0% | -1.5% | 0.280% | |
7/18/2025 | BCO Wealth Management LLC | 293,785 | $14.11M | 10.1% | +6.3% | 0.288% | |
7/18/2025 | Arcadia Wealth Management LLC | 49,318 | $2.37M | 1.0% | +6.4% | 0.048% | |
7/18/2025 | PBMares Wealth Management LLC | 131,198 | $6.30M | 1.2% | +258.8% | 0.129% | |
7/18/2025 | Truist Financial Corp | 137,281 | $6.59M | 0.0% | +2.3% | 0.135% | |
7/18/2025 | FMB Wealth Management | 103,006 | $4.95M | 2.4% | +5.1% | 0.101% | |
7/18/2025 | BCU Wealth Advisors LLC | 307,781 | $14.78M | 6.6% | +13.4% | 0.302% | |
7/17/2025 | Eclectic Associates Inc. ADV | 217,398 | $10.44M | 2.3% | +63.2% | 0.215% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 1,898,104 | $91.13M | 10.8% | -2.7% | 1.876% | |
7/17/2025 | Mattern Wealth Management LLC | 554,448 | $26.62M | 5.5% | -4.3% | 0.548% | |
7/17/2025 | Poinciana Advisors Group LLC | 6,562 | $315K | 0.3% | +46.9% | 0.006% | |
7/17/2025 | Dopkins Wealth Management LLC | 44,625 | $2.14M | 1.0% | +10.4% | 0.044% | |
7/17/2025 | Northwest Wealth Management LLC | 379,075 | $18.20M | 3.3% | +8.6% | 0.375% | |
7/17/2025 | HB Wealth Management LLC | 8,754 | $420K | 0.0% | -7.4% | 0.009% | |
7/17/2025 | Claris Advisors LLC MO | 56,252 | $2.70M | 0.9% | +27.9% | 0.056% | |
7/17/2025 | Elser Financial Planning Inc | 744,424 | $35.64M | 2.1% | N/A | 0.736% | |
7/17/2025 | Oakworth Capital Inc. | 2,714 | $130K | 0.0% | -9.4% | 0.003% | |
7/17/2025 | Oceanside Advisors LLC | 263,924 | $12.67M | 8.5% | +2.9% | 0.261% | |
7/17/2025 | Nova R Wealth Inc. | 137,161 | $6.59M | 3.1% | +4.1% | 0.136% | |
7/17/2025 | Applied Capital LLC | 24,857 | $1.19M | 0.5% | -9.1% | 0.025% | |
7/17/2025 | Heritage Investment Group Inc. | 143,670 | $6.90M | 1.2% | +1.8% | 0.142% | |
7/17/2025 | Porter White Investment Advisors Inc. | 49,004 | $2.35M | 1.1% | +16.0% | 0.048% | |
7/17/2025 | Barry Investment Advisors LLC | 33,931 | $1.63M | 0.4% | +23.6% | 0.034% | |
7/17/2025 | Sterling Wealth Advisors Inc | 518,413 | $24.84M | 17.6% | -1.3% | 0.512% | |
7/17/2025 | XY Planning Network Inc. | 69,337 | $3.33M | 1.1% | +34.4% | 0.069% | |
7/17/2025 | SC&H Financial Advisors Inc. | 280,649 | $13.47M | 2.3% | +4.7% | 0.277% | |
7/17/2025 | Blossom Wealth Management | 17,668 | $848K | 1.5% | +9.2% | 0.017% | |
7/17/2025 | CogentBlue Wealth Advisors LLC | 68,576 | $3.29M | 2.5% | +67.4% | 0.068% | |
7/16/2025 | Signature Resources Capital Management LLC | 579,464 | $27.82M | 16.9% | +74.1% | 0.573% | |
7/16/2025 | Squire Investment Management Company LLC | 105,288 | $5.06M | 1.9% | -1.7% | 0.104% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 134,581 | $6.46M | 4.4% | -10.5% | 0.133% | |
7/16/2025 | Meredith Wealth Planning | 63,855 | $3.07M | 1.1% | +5.2% | 0.063% | |
7/16/2025 | Gradient Capital Advisors LLC | 204,171 | $9.80M | 2.9% | -1.7% | 0.202% | |
7/16/2025 | Vestia Personal Wealth Advisors | 23,193 | $1.11M | 0.7% | +10.0% | 0.023% | |
7/16/2025 | BOS Asset Management LLC | 50,068 | $2.40M | 0.8% | +10.4% | 0.049% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 46,787 | $2.24M | 0.7% | -9.4% | 0.046% | |
7/16/2025 | Five Oceans Advisors | 56,440 | $2.71M | 1.2% | +7.2% | 0.056% | |
7/16/2025 | TCI Wealth Advisors Inc. | 54,106 | $2.60M | 0.2% | -4.1% | 0.053% | |
7/16/2025 | Blue Oak Capital LLC | 127,165 | $6.11M | 3.2% | +20.3% | 0.126% | |
7/16/2025 | Leading Edge Financial Planning LLC | 13,132 | $630K | 0.2% | +38.6% | 0.013% | |
7/16/2025 | Plancorp LLC | 5,924 | $284K | 0.0% | -11.2% | 0.006% | |
7/16/2025 | Tassel Capital Management Inc. | 21,622 | $1.04M | 0.8% | -46.7% | 0.021% | |
7/15/2025 | Great Oak Capital Partners LLC | 462,723 | $22.17M | 6.3% | +3.4% | 0.457% | |
7/15/2025 | Vestment Financial LLC | 354,695 | $17.02M | 10.8% | +7.1% | 0.350% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 42,265 | $2.03M | 1.7% | -25.1% | 0.042% | |
7/15/2025 | Kraft Asset Management LLC | 17,866 | $858K | 0.8% | -14.4% | 0.018% | |
7/15/2025 | Maseco LLP | 564,786 | $27.12M | 1.0% | N/A | 0.558% | |
7/15/2025 | SJS Investment Consulting Inc. | 372,779 | $17.90M | 2.8% | +3.2% | 0.368% | |
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7/15/2025 | Hippocratic Financial Advisors LLC | 62,336 | $2.99M | 1.6% | -88.1% | 0.062% | |
7/15/2025 | Kelly Financial Group LLC | 5,323 | $256K | 0.0% | N/A | 0.005% | |
7/15/2025 | Family Wealth Partners LLC | 162,174 | $7.79M | 3.1% | +6.0% | 0.160% | |
7/14/2025 | Kooman & Associates | 118,755 | $5.70M | 1.9% | -5.1% | 0.117% | |
7/14/2025 | Brady Martz Wealth Solutions LLC | 285,564 | $13.71M | 2.7% | +83.0% | 0.282% | |
7/14/2025 | BetterWealth LLC | 25,911 | $1.24M | 0.3% | +3.0% | 0.026% | |
7/14/2025 | Friday Financial | 146,213 | $7.02M | 3.6% | +8.2% | 0.145% | |
7/14/2025 | Narus Financial Partners LLC | 53,730 | $2.58M | 0.8% | -4.2% | 0.053% | |
7/14/2025 | Parkshore Wealth Management Inc. | 155,234 | $7.45M | 3.6% | +45.8% | 0.154% | |
7/14/2025 | Abacus Wealth Partners LLC | 26,115 | $1.25M | 0.2% | N/A | 0.026% | |