8/12/2025 | Bradyco Inc. | 7,539 | $209K | 0.2% | N/A | 0.002% | |
8/12/2025 | NFP Retirement Inc. | 44,947 | $1.24M | 0.1% | +1.3% | 0.010% | |
8/11/2025 | VSM Wealth Advisory LLC | 22,822 | $667K | 0.2% | +436.5% | 0.005% | |
8/11/2025 | Brown Wealth Management LLC | 151,567 | $4.19M | 1.3% | +62.0% | 0.033% | |
8/11/2025 | Aspen Investment Management Inc | 9,380 | $260K | 0.1% | -4.5% | 0.002% | |
8/11/2025 | Traub Capital Management LLC | 3,545 | $98K | 0.1% | N/A | 0.001% | |
8/11/2025 | HHM Wealth Advisors LLC | 12,440 | $344K | 0.0% | -3.6% | 0.003% | |
8/11/2025 | Wealthspire Advisors LLC | 45,425 | $1.26M | 0.0% | +1.8% | 0.010% | |
8/11/2025 | Diversified Portfolios Inc. | 378,478 | $10.47M | 1.0% | +17.5% | 0.083% | |
8/11/2025 | United Advisor Group LLC | 43,732 | $1.21M | 0.2% | +216.5% | 0.010% | |
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8/11/2025 | Pinnacle Wealth Planning Services Inc. | 8,025 | $222K | 0.0% | N/A | 0.002% | |
8/11/2025 | Landaas & Co. WI ADV | 7,600 | $210K | 0.1% | N/A | 0.002% | |
8/8/2025 | Tortoise Investment Management LLC | 78,280 | $2.17M | 0.2% | +11.0% | 0.017% | |
8/8/2025 | Firestone Capital Management | 7,276 | $201K | 0.0% | N/A | 0.002% | |
8/8/2025 | Rockefeller Capital Management L.P. | 49,666 | $1.37M | 0.0% | -1.3% | 0.011% | |
8/8/2025 | Kingsview Wealth Management LLC | 16,355 | $453K | 0.0% | N/A | 0.004% | |
8/8/2025 | Avantax Advisory Services Inc. | 1,815,693 | $50.24M | 0.3% | +3.2% | 0.397% | |
8/8/2025 | ProVise Management Group LLC | 225,980 | $6.25M | 0.5% | -1.6% | 0.049% | |
8/8/2025 | Sculati Wealth Management LLC | 23,656 | $655K | 0.2% | -17.8% | 0.005% | |
8/8/2025 | Cetera Investment Advisers | 1,227,430 | $33.96M | 0.1% | +3.9% | 0.268% | |
8/8/2025 | Creative Planning | 772,113 | $21.36M | 0.0% | +1.5% | 0.169% | |
8/8/2025 | WealthShield Partners LLC | 348,502 | $9.64M | 1.2% | -1.5% | 0.076% | |
8/8/2025 | Meridian Wealth Management LLC | 163,980 | $4.54M | 0.2% | -2.9% | 0.036% | |
8/8/2025 | Foundations Investment Advisors LLC | 18,327 | $507K | 0.0% | +21.4% | 0.004% | |
8/8/2025 | Glassman Wealth Services | 208,348 | $5.77M | 0.9% | -1.2% | 0.046% | |
8/8/2025 | Good Life Advisors LLC | 7,988 | $221K | 0.0% | -39.9% | 0.002% | |
8/8/2025 | PNC Financial Services Group Inc. | 20,615 | $570K | 0.0% | +2.9% | 0.005% | |
8/8/2025 | Apex Wealth Management LLC | 147,405 | $4.08M | 3.3% | N/A | 0.032% | |
8/8/2025 | Brickley Wealth Management | 14,112 | $390K | 0.1% | +10.6% | 0.003% | |
8/8/2025 | Westbourne Investment Advisors Inc. | 148,383 | $4.11M | 1.2% | +2.0% | 0.032% | |
8/7/2025 | Fagan Associates Inc. | 87,088 | $2.41M | 0.4% | -1.6% | 0.019% | |
8/7/2025 | Vise Technologies Inc. | 114,592 | $3.17M | 0.1% | N/A | 0.025% | |
8/7/2025 | Cahill Financial Advisors Inc. | 184,072 | $5.09M | 0.6% | +7.6% | 0.040% | |
8/7/2025 | Alpha Cubed Investments LLC | 24,250 | $671K | 0.0% | +17.7% | 0.005% | |
8/7/2025 | Allworth Financial LP | 436,697 | $12.08M | 0.1% | +5.2% | 0.095% | |
8/7/2025 | Fountainhead AM LLC | 14,910 | $413K | 0.1% | N/A | 0.003% | |
8/7/2025 | Joseph Group Capital Management | 120,449 | $3.33M | 1.1% | +7.8% | 0.026% | |
8/7/2025 | Fonville Wealth Management LLC | 20,255 | $560K | 0.1% | -2.1% | 0.004% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 105,142 | $2.91M | 1.4% | -15.4% | 0.023% | |
8/7/2025 | Summit Asset Management LLC | 1,067,441 | $29.54M | 4.8% | +2.0% | 0.233% | |
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8/7/2025 | Midwest Trust Co | 945,455 | $26.16M | 0.4% | N/A | 0.207% | |
8/7/2025 | GS Investments Inc. | 7,504 | $208K | 0.1% | -13.9% | 0.002% | |
8/7/2025 | WESCAP Management Group Inc. | 23,151 | $641K | 0.1% | +16.0% | 0.005% | |
8/7/2025 | Retirement Investment Advisors Inc. | 144,749 | $4.01M | 0.4% | +0.4% | 0.032% | |
8/6/2025 | ZEGA Investments LLC | 107,734 | $2.98M | 0.4% | +72.1% | 0.024% | |
8/6/2025 | RWA Wealth Partners LLC | 417,376 | $11.55M | 0.1% | +48.3% | 0.091% | |
8/6/2025 | AE Wealth Management LLC | 83,495 | $2.31M | 0.0% | +111.2% | 0.018% | |
8/6/2025 | Summit Wealth & Retirement Planning Inc. | 1,646,926 | $45.57M | 12.2% | +0.5% | 0.360% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 33,744 | $934K | 0.2% | +3.8% | 0.007% | |
8/6/2025 | KCM Investment Advisors LLC | 8,602 | $238K | 0.0% | N/A | 0.002% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 182,830 | $5.06M | 1.2% | +29.4% | 0.040% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 14,083 | $390K | 0.0% | -3.1% | 0.003% | |
8/6/2025 | ETF Store Inc. | 44,612 | $1.23M | 1.4% | +1.5% | 0.010% | |
8/6/2025 | Broadview Financial Management LLC | 93,925 | $2.60M | 1.8% | +0.5% | 0.021% | |
8/6/2025 | Savant Capital LLC | 3,224,276 | $89.22M | 0.6% | -2.4% | 0.705% | |
8/6/2025 | Texas Yale Capital Corp. | 17,503 | $484K | 0.0% | -57.8% | 0.004% | |
8/6/2025 | Modera Wealth Management LLC | 120,742 | $3.34M | 0.0% | +0.3% | 0.026% | |
8/6/2025 | Soltis Investment Advisors LLC | 15,637 | $433K | 0.0% | +3.1% | 0.003% | |
8/6/2025 | SouthState Corp | 35,821 | $991K | 0.0% | -2.1% | 0.008% | |
8/6/2025 | Ethos Financial Group LLC | 669,217 | $18.52M | 1.6% | +14.1% | 0.146% | |
8/6/2025 | Columbia River Financial Group LLC | 15,778 | $439K | 0.3% | -25.6% | 0.003% | |
8/5/2025 | Atlas Wealth Partners LLC | 26,475 | $733K | 0.8% | +4.9% | 0.006% | |
8/5/2025 | Cassaday & Co Wealth Management LLC | 40,834 | $1.13M | 0.0% | -14.2% | 0.009% | |
8/5/2025 | Obermeyer Wealth Partners | 19,344 | $535K | 0.0% | N/A | 0.004% | |
8/5/2025 | BCGM Wealth Management LLC | 45,908 | $1.27M | 0.4% | +0.9% | 0.010% | |
8/5/2025 | Golden Bell Financial Planning LLC | 160,958 | $4.45M | 4.2% | -5.1% | 0.035% | |
8/5/2025 | Bank of Montreal Can | 25,973 | $719K | 0.0% | -2.4% | 0.006% | |
8/5/2025 | Mission Wealth Management LP | 108,600 | $3.01M | 0.1% | +1,045.9% | 0.024% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 13,000 | $360K | 0.0% | +116.7% | 0.003% | |
8/5/2025 | GHP Investment Advisors Inc. | 985,530 | $27.27M | 1.2% | +1.2% | 0.215% | |
8/5/2025 | Beam Wealth Advisors Inc. | 20,462 | $566K | 0.2% | N/A | 0.004% | |
8/5/2025 | Dravo Bay LLC | 1,163,659 | $32.80M | 15.9% | +0.4% | 0.254% | |
8/4/2025 | Saxony Capital Management LLC | 81,876 | $2.27M | 1.7% | -33.9% | 0.018% | |
8/4/2025 | Leeward Financial Partners LLC | 172,541 | $4.77M | 1.5% | +1.4% | 0.038% | |
8/4/2025 | Clear Investment Research LLC | 20,409 | $565K | 0.7% | -1.8% | 0.004% | |
8/4/2025 | IFG Advisory LLC | 8,827 | $244K | 0.0% | N/A | 0.002% | |
8/4/2025 | Atria Investments Inc | 11,746 | $325K | 0.0% | -13.2% | 0.003% | |
8/4/2025 | Savvy Advisors Inc. | 238,046 | $6.59M | 0.4% | N/A | 0.052% | |
8/4/2025 | Assetmark Inc. | 55,223 | $1.53M | 0.0% | -27.0% | 0.012% | |
8/4/2025 | HBK Sorce Advisory LLC | 313,740 | $8.68M | 0.2% | +6.7% | 0.069% | |
8/4/2025 | Spire Wealth Management | 1,830 | $51K | 0.0% | -89.4% | 0.000% | |
8/4/2025 | Arkadios Wealth Advisors | 79,231 | $2.19M | 0.1% | +3.2% | 0.017% | |
8/4/2025 | World Investment Advisors | 137,255 | $3.80M | 0.1% | -87.6% | 0.030% | |
8/4/2025 | WNY Asset Management LLC | 24,759 | $685K | 0.1% | +26.9% | 0.005% | |
8/1/2025 | Oarsman Capital Inc. | 15,756 | $436K | 0.1% | -2.3% | 0.003% | |
8/1/2025 | FSA Advisors Inc. | 11,481 | $318K | 0.3% | -3.9% | 0.003% | |
8/1/2025 | Zhang Financial LLC | 17,766 | $492K | 0.0% | +6.3% | 0.004% | |
8/1/2025 | Advisory Alpha LLC | 7,387 | $204K | 0.0% | N/A | 0.002% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 68,461 | $1.89M | 0.0% | N/A | 0.015% | |
8/1/2025 | Penobscot Wealth Management | 8,144 | $225K | 0.1% | N/A | 0.002% | |
Washington Thinks They Own Your Bank Account (Ad) What If Washington Declared That:
YOUR Money ISN'T Actually Yours?
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8/1/2025 | Financial Counselors Inc. | 749,981 | $20.75M | 29.4% | -53.7% | 0.164% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 139,983 | $3.87M | 2.0% | -2.6% | 0.031% | |
8/1/2025 | Envestnet Asset Management Inc. | 16,167,900 | $447.37M | 0.1% | -1.9% | 3.533% | |
7/31/2025 | New Hampshire Trust | 52,860 | $1.46M | 0.3% | +1.2% | 0.012% | |
7/31/2025 | Schoolcraft Capital LLC | 14,024 | $388K | 0.1% | -4.2% | 0.003% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 295,971 | $8.19M | 1.2% | +54.8% | 0.065% | |
7/31/2025 | Brighton Jones LLC | 24,194 | $669K | 0.0% | +24.6% | 0.005% | |
7/31/2025 | Dodds Wealth LLC | 1,110,461 | $30.73M | 8.2% | +0.4% | 0.243% | |
7/31/2025 | Leavell Investment Management Inc. | 129,833 | $3.59M | 0.2% | -0.9% | 0.028% | |
7/31/2025 | Brian Low Financial Group LLC | 8,530 | $236K | 0.2% | N/A | 0.002% | |