10/20/2025 | OMNI 360 Wealth Inc. | 3,717 | $802K | 0.4% | +19.3% | 0.001% | |
10/20/2025 | Mid American Wealth Advisory Group Inc. | 20,858 | $4.50M | 2.0% | +0.4% | 0.005% | |
10/20/2025 | TBH Global Asset Management LLC | 15,389 | $3.32M | 0.6% | +6.7% | 0.003% | |
10/20/2025 | Calamos Wealth Management LLC | 3,765 | $812K | 0.0% | +8.0% | 0.001% | |
10/20/2025 | Sax Wealth Advisors LLC | 15,303 | $3.30M | 0.2% | -3.7% | 0.003% | |
10/20/2025 | Smith Salley Wealth Management | 11,296 | $2.44M | 0.1% | +1.7% | 0.002% | |
10/20/2025 | Sequent Asset Management LLC | 2,452 | $529K | 0.3% | N/A | 0.001% | |
10/20/2025 | Kingsman Wealth Management Inc. | 1,473 | $318K | 0.2% | -10.3% | 0.000% | |
10/20/2025 | Ascent Group LLC | 5,973 | $1.29M | 0.0% | -36.6% | 0.001% | |
10/20/2025 | Great Diamond Partners LLC | 5,608 | $1.21M | 0.2% | -3.9% | 0.001% | |
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10/20/2025 | Base Wealth Management LLC | 14,994 | $3.24M | 1.8% | +6.4% | 0.003% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 31,315 | $6.76M | 0.9% | -0.6% | 0.007% | |
10/20/2025 | Baron Wealth Management LLC | 18,465 | $3.99M | 1.3% | +0.3% | 0.004% | |
10/20/2025 | Joseph P. Lucia & Associates LLC | 12,217 | $2.64M | 1.0% | +0.6% | 0.003% | |
10/20/2025 | Diversified Trust Co | 163,997 | $35.39M | 0.7% | -1.5% | 0.036% | |
10/20/2025 | Klaas Financial Asset Advisors LLC | 132,568 | $28.61M | 4.3% | +1.3% | 0.029% | |
10/20/2025 | Segment Wealth Management LLC | 35,663 | $7.70M | 0.5% | -35.8% | 0.008% | |
10/20/2025 | LVW Advisors LLC | 927 | $200K | 0.0% | -6.9% | 0.000% | |
10/20/2025 | Salzhauer Michael | 300 | $65K | 0.0% | N/A | 0.000% | |
10/20/2025 | Wells Financial Advisors INC | 5,020 | $1.08M | 1.4% | -5.3% | 0.001% | |
10/20/2025 | Bravias Capital Group LLC | 4,510 | $973K | 0.7% | +285.5% | 0.001% | |
10/20/2025 | Warner Financial Inc. | 41,756 | $9.01M | 3.4% | -0.8% | 0.009% | |
10/20/2025 | Rooted Wealth Advisors Inc. | 57,639 | $12.55M | 3.8% | +6.1% | 0.013% | |
10/20/2025 | waypoint wealth counsel | 10,445 | $2.25M | 0.9% | +0.6% | 0.002% | |
10/20/2025 | Albion Financial Group UT | 60,768 | $13.11M | 0.8% | +234.0% | 0.013% | |
10/20/2025 | Mustard Seed Financial LLC | 1,461 | $315K | 0.2% | +5.5% | 0.000% | |
10/20/2025 | Pure Financial Advisors LLC | 17,111 | $3.69M | 0.1% | +4.5% | 0.004% | |
10/17/2025 | Oak Harvest Investment Services | 64,053 | $13.82M | 1.6% | -0.6% | 0.014% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 18,648 | $4.02M | 0.1% | -0.7% | 0.004% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 15,772 | $3.40M | 0.0% | -10.6% | 0.003% | |
10/17/2025 | Boston Trust Walden Corp | 4,426 | $955K | 0.0% | +12.0% | 0.001% | |
10/17/2025 | HM Payson & Co. | 67,031 | $14.47M | 0.2% | +131.1% | 0.015% | |
10/17/2025 | Global Wealth Management LLC | 55,055 | $11.88M | 6.2% | -1.0% | 0.012% | |
10/17/2025 | Old North State Wealth Management LLC | 7,859 | $1.70M | 0.8% | +5.6% | 0.002% | |
10/17/2025 | Annex Advisory Services LLC | 96,082 | $20.73M | 0.4% | -3.0% | 0.021% | |
10/17/2025 | Private Wealth Management Group LLC | 200 | $43K | 0.0% | -37.5% | 0.000% | |
10/17/2025 | Trademark Financial Management LLC | 5,133 | $1.11M | 0.6% | -6.2% | 0.001% | |
10/17/2025 | Institute for Wealth Management LLC. | 7,364 | $1.59M | 0.2% | +37.4% | 0.002% | |
10/17/2025 | Kavar Capital Partners Group LLC | 34,366 | $7.42M | 1.0% | -14.3% | 0.008% | |
10/17/2025 | Optivise Advisory Services LLC | 937 | $202K | 0.1% | -33.5% | 0.000% | |
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10/17/2025 | KW Wealth Management LLC | 1,689 | $364K | 0.6% | N/A | 0.000% | |
10/17/2025 | Archford Capital Strategies LLC | 14,367 | $3.10M | 0.4% | -19.1% | 0.003% | |
10/17/2025 | MPS Loria Financial Planners LLC | 3,153 | $680K | 0.2% | -23.2% | 0.001% | |
10/17/2025 | Sard Wealth Management Group LLC | 22,553 | $4.87M | 2.8% | +1.2% | 0.005% | |
10/17/2025 | Total Wealth Planning LLC | 2,647 | $571K | 0.1% | +3.9% | 0.001% | |
10/17/2025 | Tealwood Asset Management Inc. | 975 | $210K | 0.1% | N/A | 0.000% | |
10/17/2025 | Westhampton Capital LLC | 949 | $205K | 0.1% | N/A | 0.000% | |
10/17/2025 | Sunburst Financial Group LLC | 12,462 | $2.69M | 0.6% | -1.2% | 0.003% | |
10/17/2025 | Kaydan Wealth Management Inc. | 19,195 | $4.14M | 1.2% | +0.4% | 0.004% | |
10/17/2025 | Perigon Wealth Management LLC | 65,522 | $14.14M | 0.3% | +0.2% | 0.014% | |
10/17/2025 | Client 1ST Advisory Group LLC | 20,371 | $4.40M | 1.5% | -0.5% | 0.004% | |
10/17/2025 | Sandbox Financial Partners LLC | 47,178 | $10.18M | 2.9% | +2.7% | 0.010% | |
10/17/2025 | Sowell Financial Services LLC | 33,050 | $7.13M | 0.3% | +8.4% | 0.007% | |
10/17/2025 | Ehrlich Financial Group | 10,930 | $2.36M | 1.4% | -2.4% | 0.002% | |
10/17/2025 | Sapient Capital LLC | 100,948 | $21.76M | 0.3% | +509.0% | 0.022% | |
10/17/2025 | Sovereign Financial Group Inc. | 6,410 | $1.38M | 0.3% | +6.2% | 0.001% | |
10/17/2025 | MKT Advisors LLC | 10,138 | $2.20M | 0.8% | -6.5% | 0.002% | |
10/17/2025 | Mayflower Financial Advisors LLC | 20,671 | $4.46M | 0.4% | +41.7% | 0.005% | |
10/17/2025 | NovaPoint Capital LLC | 7,812 | $1.69M | 0.4% | N/A | 0.002% | |
10/17/2025 | FSM Wealth Advisors LLC | 2,985 | $644K | 0.1% | -3.9% | 0.001% | |
10/17/2025 | Apella Capital LLC | 62,261 | $13.40M | 0.3% | +2.6% | 0.014% | |
10/17/2025 | Valley Forge Investment Consultants Inc. ADV | 9,407 | $2.03M | 0.6% | -1.0% | 0.002% | |
10/17/2025 | Apollon Wealth Management LLC | 34,889 | $7.53M | 0.1% | -3.7% | 0.008% | |
10/17/2025 | Apollon Financial LLC | 71,135 | $15.35M | 2.6% | +4.2% | 0.016% | |
10/16/2025 | Vestment Financial LLC | 954 | $207K | 0.1% | N/A | 0.000% | |
10/16/2025 | Castle Rock Wealth Management LLC | 2,061 | $446K | 0.1% | -5.3% | 0.000% | |
10/16/2025 | 180 Wealth Advisors LLC | 44,452 | $9.59M | 1.2% | -1.2% | 0.010% | |
10/16/2025 | Hengehold Capital Management LLC | 53,094 | $11.46M | 1.0% | +1,578.1% | 0.012% | |
10/16/2025 | Hoese & Co LLP | 33,079 | $7.14M | 5.5% | +3.0% | 0.007% | |
10/16/2025 | Carnegie Investment Counsel | 108,888 | $23.50M | 0.4% | +4.0% | 0.024% | |
10/16/2025 | Fulton Breakefield Broenniman LLC | 60,024 | $12.95M | 0.8% | +8.8% | 0.013% | |
10/16/2025 | Comprehensive Financial Consultants Institutional Inc. | 9,930 | $2.14M | 0.7% | +0.8% | 0.002% | |
10/16/2025 | Stockman Wealth Management Inc. | 1,534 | $331K | 0.0% | -5.9% | 0.000% | |
10/16/2025 | Beacon Investment Advisory Services Inc. | 98,608 | $21.28M | 0.9% | +1.2% | 0.022% | |
10/16/2025 | Capital Advisors Ltd. LLC | 149,949 | $32.36M | 3.7% | -0.5% | 0.033% | |
10/16/2025 | Tower View Wealth Management LLC | 19,768 | $4.27M | 2.2% | +1.1% | 0.004% | |
10/16/2025 | Gleason Group Inc. | 41,007 | $8.85M | 0.9% | +0.4% | 0.009% | |
10/16/2025 | CRA Financial Services LLC | 81,247 | $17.53M | 2.4% | -1.5% | 0.018% | |
10/16/2025 | City State Bank | 40,792 | $8.80M | 2.5% | +4.8% | 0.009% | |
10/16/2025 | Highland Capital Management LLC | 3,806 | $821K | 0.0% | -11.0% | 0.001% | |
10/16/2025 | Regent Peak Wealth Advisors LLC | 1,693 | $365K | 0.1% | N/A | 0.000% | |
10/16/2025 | Curran Financial Partners LLC | 48,186 | $10.40M | 2.1% | +12.9% | 0.011% | |
10/16/2025 | HBK Sorce Advisory LLC | 82,436 | $17.89M | 0.4% | +5.5% | 0.018% | |
10/16/2025 | Syntegra Private Wealth Group LLC | 1,758 | $379K | 0.0% | -4.8% | 0.000% | |
10/16/2025 | Blue Trust Inc. | 9,377 | $2.02M | 0.0% | +4.9% | 0.002% | |
10/16/2025 | Sheets Smith Wealth Management | 23,510 | $5.07M | 0.6% | -1.0% | 0.005% | |
10/16/2025 | Capital Advisors Wealth Management LLC | 199,485 | $43.05M | 6.1% | +1.7% | 0.044% | |
10/16/2025 | Scott Capital Advisors LLC | 2,795 | $609K | 0.1% | -18.7% | 0.001% | |
10/16/2025 | Johnson Bixby & Associates LLC | 12,758 | $2.75M | 0.4% | -8.9% | 0.003% | |
10/16/2025 | Virginia Wealth Management Group Inc. | 935 | $202K | 0.1% | N/A | 0.000% | |
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10/16/2025 | Raub Brock Capital Management LP | 4,297 | $927K | 0.2% | -4.0% | 0.001% | |
10/15/2025 | CWM LLC | 107,458 | $23.19M | 0.1% | +6.5% | 0.024% | |
10/15/2025 | GEN Financial Management INC. | 90,080 | $19.46M | 16.8% | -10.4% | 0.020% | |
10/15/2025 | BSW Wealth Partners | 3,322 | $717K | 0.1% | -2.1% | 0.001% | |
10/15/2025 | Clayton Financial Group LLC | 433 | $93K | 0.1% | N/A | 0.000% | |
10/15/2025 | Blue Zone Wealth Advisors LLC | 2,935 | $633K | 0.1% | +21.8% | 0.001% | |
10/15/2025 | Whitener Capital Management Inc. | 1,705 | $368K | 0.1% | +3.0% | 0.000% | |
10/15/2025 | Patriot Investment Management Group Inc. | 63,946 | $13.80M | 0.9% | -1.9% | 0.014% | |
10/15/2025 | Weinberger Asset Management Inc | 10,812 | $2.33M | 0.8% | -2.6% | 0.002% | |
10/15/2025 | Gemmer Asset Management LLC | 3,738 | $807K | 0.1% | +34.2% | 0.001% | |