7/18/2025 | Tanager Wealth Management LLP | 388,887 | $24.78M | 2.9% | -2.7% | 0.239% | |
7/18/2025 | Naples Global Advisors LLC | 18,647 | $1.19M | 0.1% | +8.3% | 0.011% | |
7/18/2025 | Pure Financial Advisors LLC | 2,788,890 | $177.68M | 3.1% | +4.9% | 1.713% | |
7/18/2025 | BSW Wealth Partners | 3,282 | $209K | 0.0% | N/A | 0.002% | |
7/18/2025 | TruNorth Capital Management LLC | 57,728 | $3.68M | 0.8% | -0.8% | 0.035% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 218,378 | $13.91M | 8.0% | +1.0% | 0.134% | |
7/18/2025 | Trust Co. of Vermont | 665 | $42K | 0.0% | N/A | 0.000% | |
7/18/2025 | BCO Wealth Management LLC | 11,012 | $702K | 0.5% | -12.5% | 0.007% | |
7/18/2025 | Forza Wealth Management LLC | 67,300 | $4.29M | 1.8% | +9.3% | 0.041% | |
7/18/2025 | PBMares Wealth Management LLC | 235,285 | $14.99M | 2.7% | -1.2% | 0.145% | |
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7/18/2025 | Financial Consulate Inc. | 397,666 | $25.34M | 5.0% | +12.1% | 0.244% | |
7/18/2025 | Truist Financial Corp | 475,846 | $30.32M | 0.0% | -8.8% | 0.292% | |
7/18/2025 | Powers Advisory Group LLC | 22,698 | $1.45M | 0.6% | +15.6% | 0.014% | |
7/18/2025 | FMB Wealth Management | 66,001 | $4.21M | 2.0% | -1.8% | 0.041% | |
7/17/2025 | MBA Advisors LLC | 82,636 | $5.27M | 2.4% | +90.7% | 0.051% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 9,259 | $590K | 0.1% | +9.4% | 0.006% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 730,447 | $46.54M | 5.5% | +3.7% | 0.453% | |
7/17/2025 | Dopkins Wealth Management LLC | 44,057 | $2.81M | 1.3% | -3.3% | 0.027% | |
7/17/2025 | Capital Investment Advisors LLC | 8,670 | $552K | 0.0% | -10.0% | 0.005% | |
7/17/2025 | Claris Advisors LLC MO | 104,470 | $6.66M | 2.3% | -11.1% | 0.065% | |
7/17/2025 | Janney Montgomery Scott LLC | 22,742 | $1.45M | 0.0% | +3.6% | 0.014% | |
7/17/2025 | Smith Chas P & Associates PA Cpas | 10,045 | $640K | 0.0% | +2.1% | 0.006% | |
7/17/2025 | Elser Financial Planning Inc | 620,025 | $39.88M | 2.4% | +3,085.0% | 0.384% | |
7/17/2025 | Montis Financial LLC | 5,689 | $362K | 0.1% | +3.2% | 0.004% | |
7/17/2025 | Archford Capital Strategies LLC | 23,135 | $1.47M | 0.2% | -12.0% | 0.014% | |
7/17/2025 | Vermillion Wealth Management Inc. | 136,155 | $8.67M | 4.1% | +28.9% | 0.084% | |
7/17/2025 | First County Bank CT | 13,739 | $875K | 0.5% | +12.9% | 0.009% | |
7/17/2025 | Global Trust Asset Management LLC | 1,333 | $85K | 0.0% | +556.7% | 0.001% | |
7/17/2025 | Heritage Investment Group Inc. | 451,597 | $28.77M | 5.0% | -1.5% | 0.280% | |
7/17/2025 | Mustard Seed Financial LLC | 5,267 | $336K | 0.2% | +4.8% | 0.003% | |
7/17/2025 | XY Planning Network Inc. | 5,698 | $363K | 0.1% | +48.0% | 0.004% | |
7/17/2025 | SC&H Financial Advisors Inc. | 56,473 | $3.60M | 0.6% | -1.4% | 0.035% | |
7/16/2025 | Midwest Heritage Bank FSB | 187,525 | $11.95M | 4.5% | +0.4% | 0.116% | |
7/16/2025 | Jentner Corp | 17,789 | $1.13M | 0.3% | +57.6% | 0.011% | |
7/16/2025 | Builder Investment Group Inc. ADV | 301,708 | $19.22M | 4.7% | +1.9% | 0.187% | |
7/16/2025 | Squire Investment Management Company LLC | 22,794 | $1.45M | 0.5% | -3.4% | 0.014% | |
7/16/2025 | Vestia Personal Wealth Advisors | 89,735 | $5.72M | 3.7% | +19.2% | 0.056% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 954,004 | $60.78M | 7.7% | +7.3% | 0.591% | |
7/16/2025 | BOS Asset Management LLC | 4,017 | $256K | 0.1% | N/A | 0.002% | |
7/16/2025 | Spinnaker Investment Group LLC | 170,011 | $10.83M | 2.5% | -7.2% | 0.105% | |
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7/16/2025 | Embree Financial Group | 44,696 | $2.85M | 0.4% | +11.1% | 0.028% | |
7/16/2025 | Strategic Investment Solutions Inc. IL | 48,948 | $3.12M | 0.9% | -16.0% | 0.030% | |
7/16/2025 | Five Oceans Advisors | 30,072 | $1.92M | 0.8% | +7.5% | 0.019% | |
7/16/2025 | TCI Wealth Advisors Inc. | 2,373,334 | $151.21M | 10.4% | -3.6% | 1.471% | |
7/16/2025 | CX Institutional | 19,273 | $1.23M | 0.0% | -78.6% | 0.012% | |
7/16/2025 | Pacific Sage Partners LLC | 133,095 | $8.48M | 1.7% | +14.3% | 0.082% | |
7/16/2025 | Plancorp LLC | 1,366,196 | $87.04M | 3.0% | -2.4% | 0.846% | |
7/16/2025 | Tassel Capital Management Inc. | 240,340 | $15.31M | 11.8% | +63.8% | 0.149% | |
7/15/2025 | Retirement Guys Formula LLC | 24,155 | $1.54M | 0.6% | -1.2% | 0.015% | |
7/15/2025 | Well Done LLC | 64,177 | $4.09M | 0.8% | -1.9% | 0.040% | |
7/15/2025 | Total Wealth Planning LLC | 13,195 | $841K | 0.1% | +5.5% | 0.008% | |
7/15/2025 | Mather Group LLC. | 45,308 | $2.89M | 0.0% | +3.6% | 0.028% | |
7/15/2025 | Evanson Asset Management LLC | 1,079,798 | $68.79M | 4.4% | +0.4% | 0.669% | |
7/15/2025 | Hartmann Taylor Wealth Management LLC | 28,247 | $1.80M | 1.5% | +32.6% | 0.018% | |
7/15/2025 | Lynch & Associates IN | 5,645 | $360K | 0.1% | +7.1% | 0.003% | |
7/15/2025 | Kraft Asset Management LLC | 61,640 | $3.93M | 3.7% | -2.5% | 0.038% | |
7/15/2025 | Bannerman Wealth Management Group LLC | 171,936 | $10.95M | 8.4% | +2.0% | 0.107% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 6,508 | $415K | 0.4% | -8.4% | 0.004% | |
7/15/2025 | Maseco LLP | 320,679 | $20.42M | 0.8% | N/A | 0.199% | |
7/15/2025 | Axis Wealth Partners LLC | 17,275 | $1.10M | 0.7% | +7.8% | 0.011% | |
7/15/2025 | LVZ Inc. | 26,218 | $1.67M | 0.2% | +5.5% | 0.016% | |
7/15/2025 | Kwmg LLC | 459,207 | $29.26M | 2.7% | +2.9% | 0.285% | |
7/15/2025 | Cordant Inc. | 71,035 | $4.53M | 2.2% | +4.9% | 0.044% | |
7/15/2025 | CGN Advisors LLC | 145,124 | $9.25M | 0.8% | +11.0% | 0.090% | |
7/14/2025 | Kooman & Associates | 90,651 | $5.78M | 2.0% | +2.6% | 0.056% | |
7/14/2025 | AdvisorNet Financial Inc | 310,763 | $19.80M | 1.3% | +18.9% | 0.193% | |
7/14/2025 | Foster Group Inc. | 383,457 | $24.43M | 0.8% | -4.8% | 0.238% | |
7/14/2025 | McGlone Suttner Wealth Management Inc. | 199,638 | $12.72M | 1.9% | +2.7% | 0.124% | |
7/14/2025 | Ridgewood Investments LLC | 3,972 | $253K | 0.1% | +197.1% | 0.002% | |
7/14/2025 | Maryland Capital Advisors Inc. | 41,338 | $2.63M | 1.0% | +25.9% | 0.026% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 15,743 | $1.00M | 0.0% | -35.3% | 0.010% | |
7/14/2025 | Narus Financial Partners LLC | 41,720 | $2.66M | 0.8% | -16.2% | 0.026% | |
7/14/2025 | Flagstar Advisors Inc. | 5,502 | $351K | 0.1% | -31.7% | 0.003% | |
7/14/2025 | Enzi Wealth | 161,238 | $10.55M | 3.9% | +0.4% | 0.100% | |
7/14/2025 | Park Avenue Securities LLC | 157,722 | $10.05M | 0.1% | +22.9% | 0.098% | |
7/14/2025 | Sowell Financial Services LLC | 8,713 | $555K | 0.0% | -10.2% | 0.005% | |
7/14/2025 | Physician Wealth Advisors Inc. | 64,106 | $4.08M | 0.6% | +2.4% | 0.040% | |
7/11/2025 | Quad Cities Investment Group LLC | 20,581 | $1.31M | 0.6% | +10.4% | 0.013% | |
7/11/2025 | Wealth Management Partners LLC | 35,438 | $2.30M | 0.8% | N/A | 0.022% | |
7/11/2025 | Colorado Capital Management Inc. | 143,403 | $9.14M | 3.9% | -2.9% | 0.089% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 76,882 | $4.90M | 3.1% | -29.8% | 0.048% | |
7/11/2025 | Farther Finance Advisors LLC | 228,910 | $14.58M | 0.3% | -11.7% | 0.142% | |
7/11/2025 | Great Waters Wealth Management | 879,931 | $56.06M | 7.3% | +3.0% | 0.547% | |
7/11/2025 | CX Institutional | 19,273 | $1.23M | 0.0% | -78.6% | 0.012% | |
7/11/2025 | Andrews Lucia Wealth Management LLC | 90,987 | $5.80M | 3.8% | -1.1% | 0.057% | |
7/11/2025 | Rockwood Wealth Management LLC | 22,331 | $1.42M | 0.1% | +139.3% | 0.014% | |
7/11/2025 | Pioneer Wealth Management Group | 128,262 | $8.17M | 3.0% | +6.8% | 0.080% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 335,322 | $21.36M | 6.0% | +10.2% | 0.208% | |
7/10/2025 | Moody National Bank Trust Division | 42,641 | $2.72M | 0.2% | +6.9% | 0.026% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 3,516 | $232K | 0.0% | N/A | 0.002% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 407,632 | $26.85M | 0.0% | +4.7% | 0.253% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 43,088 | $2.83M | 1.3% | N/A | 0.027% | |
7/9/2025 | Intelligence Driven Advisers LLC | 44,225 | $2.82M | 0.4% | +210.3% | 0.027% | |
7/9/2025 | Aurelius Family Office LLC | 43,691 | $2.78M | 1.3% | +1.1% | 0.027% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 256,649 | $16.35M | 0.5% | +1.1% | 0.159% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 24,235 | $1.54M | 0.2% | +19.0% | 0.015% | |
7/9/2025 | StrongBox Wealth LLC | 36,988 | $2.36M | 0.9% | +2.9% | 0.023% | |
7/9/2025 | Divergent Planning LLC | 36,989 | $2.36M | 0.9% | -92.2% | 0.023% | |
7/9/2025 | Market Street Wealth Management Advisors LLC | 350,640 | $22.34M | 3.6% | -0.2% | 0.218% | |
7/9/2025 | GEM Asset Management LLC | 118,296 | $7.69M | 3.9% | +3.7% | 0.074% | |