7/25/2025 | Ruedi Wealth Management Inc. | 67,925 | $2.00M | 0.6% | +372.4% | 0.042% | |
7/25/2025 | Index Fund Advisors Inc. | 2,185,576 | $64.32M | 3.6% | +11.7% | 1.347% | |
7/25/2025 | CWM LLC | 154,339 | $4.54M | 0.0% | -55.6% | 0.095% | |
7/25/2025 | Hassell Wealth Management LLC | 729,857 | $22.75M | 8.3% | +6.5% | 0.450% | |
7/25/2025 | Apollon Wealth Management LLC | 14,600 | $430K | 0.0% | -27.4% | 0.009% | |
7/25/2025 | Hemington Wealth Management | 5,877 | $172K | 0.0% | -89.4% | 0.004% | |
7/24/2025 | Lindenwold Advisors INC | 46,442 | $1.37M | 0.7% | +81.7% | 0.029% | |
7/24/2025 | Blue Trust Inc. | 90,039 | $2.65M | 0.0% | +9.6% | 0.055% | |
7/24/2025 | Riverchase Wealth Management LLC | 28,142 | $828K | 0.5% | +44.1% | 0.017% | |
7/24/2025 | Morton Brown Family Wealth LLC | 36,195 | $1.07M | 0.3% | +5,785.4% | 0.022% | |
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7/24/2025 | Vantage Point Financial LLC | 164,830 | $4.85M | 2.1% | +7.6% | 0.102% | |
7/24/2025 | IFP Advisors Inc | 8,464 | $249K | 0.0% | +1,239.2% | 0.005% | |
7/24/2025 | Wealth Advisors Northwest LLC | 512,589 | $15.09M | 7.9% | +19.4% | 0.316% | |
7/23/2025 | L.K. Benson & Company P.C. | 8,197 | $241K | 0.1% | +8.0% | 0.005% | |
7/23/2025 | Austin Asset Management Co Inc | 46,223 | $1.36M | 0.3% | +328.0% | 0.028% | |
7/23/2025 | Quarry Hill Advisors LLC | 66,062 | $1.94M | 1.1% | +127.5% | 0.041% | |
7/23/2025 | Abel Hall LLC | 279,984 | $8.24M | 3.8% | -3.3% | 0.173% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 68,325 | $2.01M | 0.2% | -5.6% | 0.042% | |
7/23/2025 | HMV Wealth Advisors LLC | 34,905 | $1.03M | 0.7% | -18.5% | 0.022% | |
7/23/2025 | Pillar Financial Advisors LLC | 158,847 | $4.68M | 3.2% | +12.9% | 0.098% | |
7/23/2025 | Tcfg Wealth Management LLC | 29,092 | $856K | 0.4% | -1.3% | 0.018% | |
7/22/2025 | Evensky & Katz LLC | 72,150 | $2.12M | 0.1% | -30.0% | 0.044% | |
7/22/2025 | DAVENPORT & Co LLC | 8,544 | $251K | 0.0% | N/A | 0.005% | |
7/22/2025 | Yardley Wealth Management LLC | 12,569 | $370K | 0.2% | N/A | 0.008% | |
7/22/2025 | Gemmer Asset Management LLC | 46,706 | $1.38M | 0.1% | -9.7% | 0.029% | |
7/22/2025 | Sutton Place Investors LLC | 6,945 | $204K | 0.1% | N/A | 0.004% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 128,426 | $3.78M | 0.1% | +13.3% | 0.079% | |
7/22/2025 | Firethorn Wealth Partners LLC | 63,544 | $1.87M | 0.8% | -1.6% | 0.039% | |
7/21/2025 | Quent Capital LLC | 102,889 | $3.03M | 0.3% | -21.0% | 0.063% | |
7/21/2025 | Tilia Fiduciary Partners Inc. | 8,610 | $253K | 0.2% | N/A | 0.005% | |
7/21/2025 | Keb Asset Management LLC | 332,285 | $9.78M | 2.4% | +60.0% | 0.205% | |
7/21/2025 | Financial Architects LLC | 297,920 | $8.77M | 5.3% | -3.5% | 0.184% | |
7/21/2025 | Family CFO Inc | 10,643 | $313K | 0.2% | N/A | 0.007% | |
7/21/2025 | 25 LLC | 17,464 | $514K | 0.2% | +37.0% | 0.011% | |
7/21/2025 | Triad Wealth Partners LLC | 39,697 | $1.17M | 0.2% | +98.0% | 0.024% | |
7/21/2025 | Sageworth Trust Co | 21,138 | $622K | 0.0% | N/A | 0.013% | |
7/18/2025 | GEN Financial Management INC. | 32,690 | $962K | 0.8% | +8.4% | 0.020% | |
7/18/2025 | Meritas Wealth Management LLC | 50,615 | $1.49M | 0.8% | +28.0% | 0.031% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 24,996 | $736K | 0.4% | +132.5% | 0.015% | |
7/18/2025 | Client 1ST Advisory Group LLC | 94,631 | $2.79M | 1.0% | +13.2% | 0.058% | |
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7/18/2025 | PBMares Wealth Management LLC | 255,306 | $7.51M | 1.4% | +25.5% | 0.157% | |
7/18/2025 | Liberty Capital Management Inc. | 7,547 | $222K | 0.0% | -83.5% | 0.005% | |
7/18/2025 | Truist Financial Corp | 107,009 | $3.15M | 0.0% | +7.1% | 0.066% | |
7/18/2025 | FMB Wealth Management | 27,418 | $807K | 0.4% | -16.9% | 0.017% | |
7/17/2025 | Melfa Wealth Management Inc. | 106,485 | $3.13M | 2.0% | +4.7% | 0.066% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 1,335,123 | $39.29M | 4.7% | +7.8% | 0.833% | |
7/17/2025 | Dopkins Wealth Management LLC | 56,254 | $1.66M | 0.7% | -38.7% | 0.035% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 11,692 | $344K | 0.2% | -39.6% | 0.007% | |
7/17/2025 | Northwest Wealth Management LLC | 71,356 | $2.10M | 0.4% | +13.2% | 0.045% | |
7/17/2025 | HB Wealth Management LLC | 15,044 | $443K | 0.0% | -6.2% | 0.009% | |
7/17/2025 | Claris Advisors LLC MO | 16,014 | $471K | 0.2% | N/A | 0.010% | |
7/17/2025 | Janney Montgomery Scott LLC | 16,215 | $477K | 0.0% | -9.2% | 0.010% | |
7/17/2025 | Elser Financial Planning Inc | 230,429 | $6.92M | 0.4% | N/A | 0.144% | |
7/17/2025 | Avondale Wealth Management | 20,327 | $598K | 0.3% | +16,032.5% | 0.013% | |
7/17/2025 | Oceanside Advisors LLC | 397,232 | $11.69M | 7.8% | +4.9% | 0.248% | |
7/17/2025 | Global Trust Asset Management LLC | 11,412 | $336K | 0.2% | -53.3% | 0.007% | |
7/17/2025 | Lazari Capital Management Inc. | 21,198 | $624K | 0.2% | -3.2% | 0.013% | |
7/17/2025 | Porter White Investment Advisors Inc. | 39,399 | $1.16M | 0.5% | -21.2% | 0.025% | |
7/17/2025 | Mustard Seed Financial LLC | 44,856 | $1.32M | 1.0% | +11.8% | 0.028% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 41,282 | $1.22M | 0.1% | +170.1% | 0.026% | |
7/17/2025 | XY Planning Network Inc. | 143,039 | $4.21M | 1.4% | +110.4% | 0.089% | |
7/17/2025 | SC&H Financial Advisors Inc. | 106,324 | $3.13M | 0.5% | +12.8% | 0.066% | |
7/16/2025 | Jentner Corp | 831,144 | $24.46M | 6.6% | +11.1% | 0.519% | |
7/16/2025 | Builder Investment Group Inc. ADV | 22,615 | $666K | 0.2% | +19.1% | 0.014% | |
7/16/2025 | Squire Investment Management Company LLC | 85,129 | $2.51M | 0.9% | +396.5% | 0.053% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 96,461 | $2.84M | 1.9% | -10.4% | 0.060% | |
7/16/2025 | Meredith Wealth Planning | 14,831 | $436K | 0.2% | N/A | 0.009% | |
7/16/2025 | Gradient Capital Advisors LLC | 172,432 | $5.08M | 1.5% | +23.9% | 0.108% | |
7/16/2025 | Vestia Personal Wealth Advisors | 192,657 | $5.67M | 3.7% | +28.6% | 0.120% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 63,935 | $1.88M | 0.2% | +10.4% | 0.040% | |
7/16/2025 | BOS Asset Management LLC | 287,665 | $8.47M | 2.7% | +4.7% | 0.180% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 87,676 | $2.58M | 0.8% | -60.5% | 0.055% | |
7/16/2025 | TCI Wealth Advisors Inc. | 256,488 | $7.55M | 0.5% | +1,430.7% | 0.160% | |
7/16/2025 | Perigon Wealth Management LLC | 423,964 | $12.48M | 0.3% | +9.2% | 0.265% | |
7/16/2025 | Leading Edge Financial Planning LLC | 814,869 | $23.98M | 6.7% | +9.1% | 0.508% | |
7/16/2025 | Plancorp LLC | 287,350 | $8.46M | 0.3% | +129.4% | 0.179% | |
7/15/2025 | Level Financial Advisors | 92,765 | $2.73M | 0.8% | +0.6% | 0.058% | |
7/15/2025 | Great Oak Capital Partners LLC | 33,724 | $1.04M | 0.3% | +45.0% | 0.021% | |
7/15/2025 | Well Done LLC | 437,588 | $12.88M | 2.4% | +14.1% | 0.273% | |
7/15/2025 | Signet Financial Management LLC | 127,466 | $3.75M | 0.5% | -8.4% | 0.080% | |
7/15/2025 | Total Wealth Planning LLC | 498,520 | $14.67M | 1.9% | +22.1% | 0.311% | |
7/15/2025 | Mather Group LLC. | 6,462,729 | $190.20M | 2.0% | +29.0% | 4.033% | |
7/15/2025 | Evanson Asset Management LLC | 910,662 | $26.80M | 1.7% | +1.9% | 0.568% | |
7/15/2025 | Oak Wealth Advisors LLC | 92,825 | $2.73M | 1.8% | +36.1% | 0.058% | |
7/15/2025 | Kraft Asset Management LLC | 14,331 | $422K | 0.4% | +7.0% | 0.009% | |
7/15/2025 | Bannerman Wealth Management Group LLC | 11,725 | $345K | 0.3% | +7.6% | 0.007% | |
7/15/2025 | Vannoy Advisory Group Inc. | 84,364 | $2.48M | 1.7% | +1.9% | 0.053% | |
7/15/2025 | Marquette Asset Management LLC | 154,911 | $4.56M | 0.8% | N/A | 0.097% | |
7/15/2025 | Hippocratic Financial Advisors LLC | 174,276 | $5.13M | 2.7% | +0.2% | 0.109% | |
7/15/2025 | Fortitude Family Office LLC | 10,612 | $312K | 0.1% | N/A | 0.007% | |
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7/14/2025 | Brady Martz Wealth Solutions LLC | 68,356 | $2.01M | 0.4% | N/A | 0.043% | |
7/14/2025 | AdvisorNet Financial Inc | 310,479 | $9.14M | 0.6% | +5.5% | 0.194% | |
7/14/2025 | BetterWealth LLC | 112,752 | $3.32M | 0.8% | -7.3% | 0.070% | |
7/14/2025 | Foster Group Inc. | 28,515 | $839K | 0.0% | N/A | 0.018% | |
7/14/2025 | Financial Harvest LLC | 8,537 | $251K | 0.2% | N/A | 0.005% | |
7/14/2025 | Friday Financial | 20,753 | $611K | 0.3% | N/A | 0.013% | |
7/14/2025 | Clear Harbor Asset Management LLC | 28,911 | $851K | 0.1% | +18.3% | 0.018% | |
7/14/2025 | ABLE Financial Group LLC | 120,008 | $3.53M | 0.9% | +229.0% | 0.075% | |
7/14/2025 | Narus Financial Partners LLC | 8,753 | $258K | 0.1% | -22.3% | 0.005% | |
7/14/2025 | Infinity Wealth Counsel LLC | 9,105 | $268K | 0.3% | +22.5% | 0.006% | |