7/25/2025 | Atria Wealth Solutions Inc. | 19,048 | $807K | 0.0% | +1.7% | 0.007% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 154,479 | $6.53M | 0.0% | -0.3% | 0.056% | |
7/25/2025 | Wealth Architects LLC | 731,241 | $30.92M | 3.1% | +2.6% | 0.267% | |
7/25/2025 | Sequoia Financial Advisors LLC | 388,473 | $16.43M | 0.1% | -3.9% | 0.142% | |
7/25/2025 | Ruedi Wealth Management Inc. | 352,788 | $14.92M | 4.4% | -0.5% | 0.129% | |
7/25/2025 | MGO One Seven LLC | 6,504 | $275K | 0.0% | +25.1% | 0.002% | |
7/25/2025 | Index Fund Advisors Inc. | 5,267,199 | $222.70M | 12.5% | -2.6% | 1.925% | |
7/25/2025 | LRI Investments LLC | 549,843 | $23.25M | 1.8% | +3.7% | 0.201% | |
7/25/2025 | CWM LLC | 80,712 | $3.41M | 0.0% | +3.4% | 0.030% | |
7/25/2025 | Sovereign Financial Group Inc. | 6,925 | $293K | 0.1% | N/A | 0.003% | |
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7/24/2025 | JFS Wealth Advisors LLC | 151,338 | $6.40M | 0.4% | -4.9% | 0.055% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 64,652 | $2.73M | 0.1% | +0.6% | 0.024% | |
7/24/2025 | IFP Advisors Inc | 19,028 | $805K | 0.0% | +403.0% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 45,331 | $1.92M | 0.0% | +3.9% | 0.017% | |
7/24/2025 | Wealth Advisors Northwest LLC | 80,621 | $3.41M | 1.8% | -3.9% | 0.029% | |
7/23/2025 | Allegiance Financial Group Advisory Services LLC | 22,114 | $935K | 0.2% | -4.0% | 0.008% | |
7/23/2025 | Sax Wealth Advisors LLC | 827,304 | $34.98M | 2.1% | -3.0% | 0.297% | |
7/23/2025 | TPG Financial Advisors LLC | 12,570 | $531K | 0.2% | -14.8% | 0.005% | |
7/23/2025 | Bellevue Asset Management LLC | 3,743 | $158K | 0.1% | N/A | 0.001% | |
7/23/2025 | Wealth Management Nebraska | 713,723 | $30.08M | 4.3% | +0.2% | 0.256% | |
7/23/2025 | Asset Planning Corporation | 29,156 | $1.23M | 0.7% | -13.5% | 0.010% | |
7/23/2025 | Roundview Capital LLC | 7,626 | $322K | 0.0% | N/A | 0.003% | |
7/23/2025 | HMV Wealth Advisors LLC | 92,068 | $3.89M | 2.6% | +24.7% | 0.033% | |
7/23/2025 | Pillar Financial Advisors LLC | 353,768 | $14.96M | 10.3% | -0.1% | 0.127% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 31,800 | $1.34M | 0.0% | -93.4% | 0.011% | |
7/22/2025 | Evensky & Katz LLC | 117,279 | $4.96M | 0.3% | -2.0% | 0.042% | |
7/22/2025 | Confluence Wealth Services Inc. | 306,141 | $12.94M | 0.7% | +13.5% | 0.110% | |
7/22/2025 | AWM Capital LLC | 20,017 | $846K | 0.1% | -4.0% | 0.007% | |
7/22/2025 | Valeo Financial Advisors LLC | 28,572 | $1.21M | 0.0% | +1.1% | 0.010% | |
7/22/2025 | David Wealth Management LLC | 21,032 | $889K | 0.7% | -1.5% | 0.008% | |
7/22/2025 | Beacon Financial Advisory LLC | 37,062 | $1.57M | 0.4% | +2.0% | 0.013% | |
7/22/2025 | Marietta Wealth Management LLC | 20,970 | $887K | 0.1% | -4.1% | 0.008% | |
7/22/2025 | Simplicity Wealth LLC | 234,898 | $9.93M | 0.4% | +100.7% | 0.084% | |
7/22/2025 | Berger Financial Group Inc | 17,304 | $732K | 0.0% | -9.4% | 0.006% | |
7/22/2025 | Noble Family Wealth LLC | 11,592 | $490K | 0.1% | N/A | 0.004% | |
7/21/2025 | QRG Capital Management Inc. | 13,128 | $555K | 0.0% | -8.1% | 0.005% | |
7/21/2025 | Keb Asset Management LLC | 789,310 | $33.37M | 8.3% | -3.9% | 0.283% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,021 | $85K | 0.0% | N/A | 0.001% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,730,157 | $115.43M | 2.6% | -1.2% | 0.979% | |
7/21/2025 | Yeomans Consulting Group Inc. | 106,269 | $4.55M | 1.9% | +3.9% | 0.038% | |
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7/21/2025 | 1900 Wealth Management LLC | 529,134 | $22.37M | 1.7% | -2.5% | 0.190% | |
7/21/2025 | Family CFO Inc | 53,193 | $2.25M | 1.1% | +7.6% | 0.019% | |
7/21/2025 | Abacus Planning Group Inc. | 438,020 | $18.52M | 2.0% | N/A | 0.157% | |
7/21/2025 | Hilltop National Bank | 2,497 | $106K | 0.0% | N/A | 0.001% | |
7/21/2025 | Matauro LLC | 52,835 | $2.23M | 0.4% | -8.4% | 0.019% | |
7/18/2025 | TruNorth Capital Management LLC | 163,735 | $6.92M | 1.5% | -0.1% | 0.059% | |
7/18/2025 | Benchmark Wealth Management LLC | 22,530 | $953K | 0.4% | +32.9% | 0.008% | |
7/18/2025 | Meritas Wealth Management LLC | 589,224 | $24.91M | 13.7% | -1.7% | 0.211% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 692,196 | $29.27M | 16.9% | +2.2% | 0.248% | |
7/18/2025 | PBMares Wealth Management LLC | 364,462 | $15.41M | 2.8% | +1.2% | 0.131% | |
7/18/2025 | Bridge Generations Wealth Management LLC | 79,311 | $3.35M | 2.0% | -19.3% | 0.028% | |
7/18/2025 | Truist Financial Corp | 134,576 | $5.69M | 0.0% | +0.8% | 0.048% | |
7/18/2025 | FMB Wealth Management | 107,000 | $4.52M | 2.2% | +1.2% | 0.038% | |
7/17/2025 | Melfa Wealth Management Inc. | 63,068 | $2.67M | 1.7% | -0.9% | 0.023% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 472,193 | $19.96M | 2.4% | -1.4% | 0.173% | |
7/17/2025 | Dopkins Wealth Management LLC | 453,430 | $19.17M | 8.6% | +0.6% | 0.166% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 261,559 | $11.06M | 6.1% | -0.3% | 0.096% | |
7/17/2025 | Northwest Wealth Management LLC | 138,330 | $5.85M | 1.1% | +3.0% | 0.051% | |
7/17/2025 | Claris Advisors LLC MO | 393,977 | $16.66M | 5.8% | -7.6% | 0.144% | |
7/17/2025 | Janney Montgomery Scott LLC | 19,218 | $813K | 0.0% | +4.7% | 0.007% | |
7/17/2025 | Elser Financial Planning Inc | 955,604 | $40.42M | 2.4% | +12,942.2% | 0.349% | |
7/17/2025 | Oakworth Capital Inc. | 12,818 | $542K | 0.0% | +33.8% | 0.005% | |
7/17/2025 | Heritage Investment Group Inc. | 936,355 | $39.59M | 6.8% | -1.1% | 0.342% | |
7/17/2025 | Smith Salley Wealth Management | 7,344 | $311K | 0.0% | N/A | 0.003% | |
7/17/2025 | Symmetry Partners LLC | 645,665 | $27.30M | 3.4% | -4.7% | 0.236% | |
7/17/2025 | Porter White Investment Advisors Inc. | 954,169 | $40.34M | 18.8% | -0.4% | 0.349% | |
7/17/2025 | Stone Summit Wealth LLC | 46,692 | $1.97M | 0.6% | -6.5% | 0.017% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 1,085,073 | $45.88M | 4.1% | -1.0% | 0.397% | |
7/17/2025 | XY Planning Network Inc. | 20,588 | $870K | 0.3% | +85.3% | 0.008% | |
7/16/2025 | Jentner Corp | 69,363 | $2.93M | 0.8% | -10.8% | 0.025% | |
7/16/2025 | Squire Investment Management Company LLC | 280,810 | $11.87M | 4.4% | -3.2% | 0.103% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 28,275 | $1.20M | 0.8% | -17.8% | 0.010% | |
7/16/2025 | Signaturefd LLC | 18,989 | $803K | 0.0% | -1.7% | 0.007% | |
7/16/2025 | Gradient Capital Advisors LLC | 133,613 | $5.65M | 1.7% | +3.3% | 0.049% | |
7/16/2025 | Vestia Personal Wealth Advisors | 233,367 | $9.87M | 6.4% | +11.4% | 0.085% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 572,044 | $24.19M | 3.1% | -2.5% | 0.209% | |
7/16/2025 | Kathmere Capital Management LLC | 20,578 | $870K | 0.1% | +38.2% | 0.008% | |
7/16/2025 | Embree Financial Group | 147,416 | $6.23M | 0.9% | -21.4% | 0.054% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 167,712 | $7.09M | 2.1% | -21.3% | 0.061% | |
7/16/2025 | Five Oceans Advisors | 7,933 | $335K | 0.1% | +44.3% | 0.003% | |
7/16/2025 | TCI Wealth Advisors Inc. | 2,741,948 | $115.93M | 7.9% | +10.8% | 1.002% | |
7/16/2025 | Perigon Wealth Management LLC | 13,607 | $575K | 0.0% | +3.3% | 0.005% | |
7/16/2025 | Plancorp LLC | 6,006,250 | $253.94M | 8.8% | -5.1% | 2.195% | |
7/15/2025 | Level Financial Advisors | 199,691 | $8.44M | 2.6% | -0.2% | 0.073% | |
7/15/2025 | Signet Financial Management LLC | 4,787 | $202K | 0.0% | N/A | 0.002% | |
7/15/2025 | Total Wealth Planning LLC | 116,292 | $4.92M | 0.6% | -3.3% | 0.043% | |
7/15/2025 | Mather Group LLC. | 590,903 | $24.98M | 0.3% | -5.1% | 0.216% | |
7/15/2025 | Evanson Asset Management LLC | 1,324,237 | $55.99M | 3.6% | +1.0% | 0.484% | |
7/15/2025 | Kraft Asset Management LLC | 281,152 | $11.89M | 11.1% | -4.4% | 0.103% | |
7/15/2025 | Bannerman Wealth Management Group LLC | 39,275 | $1.66M | 1.3% | -2.6% | 0.014% | |
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7/15/2025 | Vannoy Advisory Group Inc. | 100,719 | $4.26M | 2.9% | +1.0% | 0.037% | |
7/15/2025 | Maseco LLP | 2,078,846 | $87.85M | 3.3% | N/A | 0.760% | |
7/15/2025 | Axis Wealth Partners LLC | 69,277 | $2.93M | 1.9% | +3.3% | 0.025% | |
7/15/2025 | Fifth Third Bancorp | 19,904 | $842K | 0.0% | -4.5% | 0.007% | |
7/15/2025 | Eaton Financial Holdings Company LLC | 16,361 | $692K | 0.2% | N/A | 0.006% | |
7/15/2025 | RTD Financial Advisors Inc. | 241,535 | $10.21M | 1.3% | -0.9% | 0.088% | |
7/15/2025 | Kelly Financial Group LLC | 5,117 | $216K | 0.0% | N/A | 0.002% | |
7/15/2025 | Fortitude Family Office LLC | 1,040 | $44K | 0.0% | +31.6% | 0.000% | |
7/15/2025 | Cordant Inc. | 46,908 | $1.98M | 1.0% | +28.0% | 0.017% | |
7/14/2025 | Kooman & Associates | 438,020 | $18.52M | 6.3% | +0.7% | 0.160% | |