5/2/2025 | Independent Wealth Network Inc. | 12,285 | $624K | 0.2% | -3.1% | 0.000% | |
5/2/2025 | Sachetta LLC | 26,626 | $1.35M | 0.6% | +3.2% | 0.001% | |
5/2/2025 | Burling Wealth Partners LLC | 58,605 | $2.98M | 0.6% | +17.5% | 0.002% | |
5/2/2025 | Acas LLC | 3,851 | $203K | 0.2% | -39.4% | 0.000% | |
5/2/2025 | Hardy Reed LLC | 37,045 | $1.88M | 0.2% | -6.4% | 0.001% | |
5/2/2025 | Forte Capital LLC ADV | 28,774 | $1.46M | 0.2% | +6.0% | 0.001% | |
5/2/2025 | Forum Financial Management LP | 65,893 | $3.35M | 0.1% | -3.6% | 0.002% | |
5/2/2025 | Bear Mountain Capital Inc. | 397,199 | $21.03M | 8.1% | +3.6% | 0.014% | |
5/2/2025 | Kingsview Wealth Management LLC | 86,306 | $4.39M | 0.1% | -15.2% | 0.003% | |
5/2/2025 | Montis Financial LLC | 358,672 | $18.23M | 5.4% | +25.4% | 0.013% | |
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5/2/2025 | Members Trust Co | 8,144 | $414K | 0.0% | +61.3% | 0.000% | |
5/2/2025 | Bailard Inc. | 278,160 | $14.14M | 0.4% | +0.9% | 0.010% | |
5/2/2025 | Fee Only Financial Planning L.C. | 19,819 | $1.01M | 0.7% | -2.3% | 0.001% | |
5/2/2025 | Archvest Wealth Advisors Inc. | 58,030 | $2.95M | 2.4% | +6.7% | 0.002% | |
5/2/2025 | Opulen Financial Group LLC | 12,157 | $618K | 0.6% | +4.8% | 0.000% | |
5/2/2025 | Concord Wealth Partners | 2,154 | $109K | 0.0% | -28.2% | 0.000% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 1,687,291 | $85.77M | 7.4% | -5.1% | 0.059% | |
5/2/2025 | Hudock Inc. | 402,243 | $20.45M | 3.6% | +5.3% | 0.014% | |
5/2/2025 | Dravo Bay LLC | 364,767 | $18.54M | 9.8% | -5.8% | 0.013% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 13,851 | $704K | 0.2% | +19.2% | 0.000% | |
5/2/2025 | Windsor Capital Management LLC | 147,712 | $7.51M | 2.3% | -2.8% | 0.005% | |
5/2/2025 | Allen Capital Group LLC | 38,741 | $1.97M | 0.2% | +1.8% | 0.001% | |
5/2/2025 | BIP Alliance LLC | 493,594 | $25.09M | 10.6% | +5.0% | 0.017% | |
5/2/2025 | Stevens Capital Partners | 23,677 | $1.20M | 0.6% | -5.5% | 0.001% | |
5/2/2025 | Theory Financial LLC | 3,937 | $200K | 0.1% | N/A | 0.000% | |
5/2/2025 | SKY Mountain Capital Management Inc. | 12,599 | $640K | 0.5% | N/A | 0.000% | |
5/2/2025 | Summit X LLC | 6,092 | $310K | 0.1% | +18.5% | 0.000% | |
5/2/2025 | Seaside Wealth Management Inc. | 839,732 | $42.68M | 15.2% | +4.4% | 0.030% | |
5/2/2025 | Welch & Forbes LLC | 959,008 | $48.75M | 0.6% | +4.7% | 0.034% | |
5/2/2025 | Grandfield & Dodd LLC | 12,170 | $619K | 0.0% | +7.6% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 33,830 | $1.72M | 0.0% | +122.6% | 0.001% | |
5/2/2025 | Guardian Wealth Advisors LLC | 380,499 | $19.34M | 12.4% | +5.9% | 0.013% | |
5/2/2025 | DecisionPoint Financial LLC | 13,425 | $682K | 0.2% | -2.0% | 0.000% | |
5/2/2025 | Private Wealth Management Group LLC | 43,920 | $2.23M | 0.8% | +5.6% | 0.002% | |
5/2/2025 | Victory Capital Management Inc. | 5,417,005 | $275.35M | 0.3% | -7.5% | 0.191% | |
5/2/2025 | BIP Wealth LLC | 18,748 | $953K | 0.1% | +7.8% | 0.001% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 704,962 | $35.83M | 2.1% | +5.5% | 0.025% | |
5/2/2025 | Bridgewater Advisors Inc. | 22,671 | $1.20M | 0.1% | -8.6% | 0.001% | |
5/2/2025 | Parthenon LLC | 81,461 | $4.14M | 0.5% | +0.6% | 0.003% | |
5/2/2025 | Tectonic Advisors LLC | 2,832,766 | $143.99M | 9.0% | +2.1% | 0.100% | |
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5/2/2025 | Larson Financial Group LLC | 31,179 | $1.59M | 0.1% | +5.6% | 0.001% | |
5/2/2025 | Sage Mountain Advisors LLC | 424,128 | $21.56M | 1.6% | -7.7% | 0.015% | |
5/2/2025 | Summit Wealth Group LLC | 305,026 | $15.50M | 4.5% | -0.1% | 0.011% | |
5/2/2025 | PAX Financial Group LLC | 146,216 | $7.43M | 1.3% | +25.3% | 0.005% | |
5/2/2025 | Wealthfront Advisers LLC | 60,371,395 | $3.07B | 8.7% | +3.0% | 2.126% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 393,016 | $19.98M | 2.8% | +11.6% | 0.014% | |
5/2/2025 | Landmark Wealth Management LLC | 36,141 | $1.84M | 0.8% | -10.3% | 0.001% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 940,972 | $47.83M | 1.2% | -0.2% | 0.033% | |
5/2/2025 | Whittier Trust Co. | 1,373,327 | $69.81M | 1.0% | -0.7% | 0.048% | |
5/2/2025 | Future You Wealth LLC | 279,042 | $14.18M | 9.0% | +22.9% | 0.010% | |
5/2/2025 | Penney Financial LLC | 298,709 | $15.18M | 10.0% | +8.2% | 0.011% | |
5/2/2025 | ESG Planning DBA Harper Investing | 7,575 | $385K | 0.3% | N/A | 0.000% | |
5/2/2025 | Accredited Investor Services LLC | 6,760 | $344K | 0.3% | N/A | 0.000% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 59,398 | $3.02M | 3.4% | +128.6% | 0.002% | |
5/2/2025 | BluePointe Capital Management LLC | 152,328 | $7.74M | 2.9% | -11.5% | 0.005% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 572,182 | $29.08M | 7.8% | +5.8% | 0.020% | |
5/2/2025 | Firestone Capital Management | 47,122 | $2.40M | 0.6% | -2.5% | 0.002% | |
5/2/2025 | Leo Wealth LLC | 30,761 | $1.56M | 0.2% | +2.5% | 0.001% | |
5/2/2025 | Dakota Wealth Management | 20,065 | $1.02M | 0.0% | +1.5% | 0.001% | |
5/2/2025 | SBI Securities Co. Ltd. | 197,489 | $10.04M | 0.3% | -0.5% | 0.007% | |
5/2/2025 | Apollon Financial LLC | 7,732 | $393K | 0.1% | +16.9% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 167,390 | $8.51M | 0.2% | -11.3% | 0.006% | |
5/2/2025 | Arcadia Investment Advisors LLC | 23,828 | $1.21M | 0.7% | -5.9% | 0.001% | |
5/2/2025 | Hohimer Wealth Management LLC | 164,058 | $8.34M | 1.6% | +23.0% | 0.006% | |
5/2/2025 | Bogart Wealth LLC | 2,929 | $149K | 0.0% | -66.2% | 0.000% | |
5/2/2025 | Sigma Planning Corp | 169,957 | $8.64M | 0.3% | +10.2% | 0.006% | |
5/2/2025 | Catalyst Financial Partners LLC | 18,013 | $916K | 0.2% | +2.2% | 0.001% | |
5/2/2025 | Signaturefd LLC | 1,144,234 | $58.16M | 1.1% | -2.1% | 0.040% | |
5/2/2025 | Leelyn Smith LLC | 5,024 | $255K | 0.0% | -36.8% | 0.000% | |
5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 106,232 | $5.40M | 1.1% | +2.0% | 0.004% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 98,546 | $5.01M | 0.7% | -1.3% | 0.003% | |
5/1/2025 | Gould Asset Management LLC CA | 194,550 | $9.89M | 2.0% | -2.6% | 0.007% | |
5/1/2025 | Bleakley Financial Group LLC | 82,591 | $4.20M | 0.1% | +82.0% | 0.003% | |
5/1/2025 | MTM Investment Management LLC | 14,596 | $745K | 0.3% | -2.5% | 0.001% | |
5/1/2025 | Weatherly Asset Management L. P. | 5,159 | $262K | 0.0% | N/A | 0.000% | |
5/1/2025 | Key Financial Inc | 16,515 | $839K | 0.2% | +3.1% | 0.001% | |
5/1/2025 | Prudent Man Advisors LLC | 150,993 | $7.96M | 2.9% | -1.6% | 0.005% | |
5/1/2025 | A&I Financial Services LLC | 90,742 | $4.61M | 3.1% | +20.9% | 0.003% | |
5/1/2025 | LRI Investments LLC | 1,501 | $76K | 0.0% | +90.7% | 0.000% | |
5/1/2025 | Marks Group Wealth Management Inc | 84,518 | $4.30M | 0.4% | +1,154.7% | 0.003% | |
5/1/2025 | Reyes Financial Architecture Inc. | 5,469 | $278K | 0.2% | +46.5% | 0.000% | |
5/1/2025 | Asset Dedication LLC | 40,220 | $2.04M | 0.2% | -1.0% | 0.001% | |
5/1/2025 | Woodside Wealth Management LLC | 2,932 | $149K | 0.1% | N/A | 0.000% | |
5/1/2025 | CWM LLC | 477,101 | $24.25M | 0.1% | +220.1% | 0.017% | |
5/1/2025 | Hughes Financial Services LLC | 115,283 | $5.88M | 1.2% | -0.9% | 0.004% | |
5/1/2025 | Pittenger & Anderson Inc. | 403,944 | $20.53M | 0.8% | +9.8% | 0.014% | |
5/1/2025 | Iron Horse Wealth Management LLC | 400,163 | $20.34M | 6.5% | +7.4% | 0.014% | |
5/1/2025 | Security Benefit Life Insurance Co. KS | 70,800 | $3.60M | 1.3% | +32.3% | 0.002% | |
5/1/2025 | Mason Investment Advisory Services Inc. | 5,058 | $257K | 0.0% | +7.5% | 0.000% | |
5/1/2025 | Fulton Breakefield Broenniman LLC | 105,283 | $5.35M | 0.4% | +11.7% | 0.004% | |
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5/1/2025 | Stephens Inc. AR | 712,959 | $36.24M | 0.5% | -4.5% | 0.025% | |
5/1/2025 | Schechter Investment Advisors LLC | 38,504 | $1.96M | 0.2% | -55.4% | 0.001% | |
5/1/2025 | Sentinel Trust Co. LBA | 93,679 | $4.76M | 0.6% | -6.7% | 0.003% | |
5/1/2025 | Platform Technology Partners | 24,971 | $1.27M | 0.4% | +0.9% | 0.001% | |
5/1/2025 | Nikulski Financial Inc. | 30,136 | $1.53M | 0.5% | +2.1% | 0.001% | |
5/1/2025 | Kathmere Capital Management LLC | 966,077 | $49.11M | 4.2% | +3.5% | 0.034% | |
5/1/2025 | Ballentine Partners LLC | 4,437,300 | $225.55M | 3.9% | +1.0% | 0.156% | |
5/1/2025 | Family Firm Inc. | 672,555 | $34.19M | 7.6% | -4.2% | 0.024% | |
5/1/2025 | Fort Sheridan Advisors LLC | 98,577 | $5.01M | 0.8% | +1.2% | 0.003% | |
5/1/2025 | Auour Investments LLC | 189,673 | $10.03M | 3.6% | -6.0% | 0.007% | |