4/15/2025 | Simplicity Wealth LLC | 7,192 | $283K | 0.0% | -80.1% | 0.003% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 74,911 | $2.95M | 0.1% | -28.7% | 0.028% | |
4/15/2025 | Signet Financial Management LLC | 160,007 | $6.30M | 0.8% | -15.4% | 0.061% | |
4/14/2025 | Truefg LLC | 269,039 | $10.59M | 3.5% | +0.7% | 0.102% | |
4/14/2025 | International Private Wealth Advisors LLC | 41,228 | $1.62M | 1.6% | +7.5% | 0.016% | |
4/14/2025 | Pallas Capital Advisors LLC | 19,767 | $778K | 0.0% | -16.7% | 0.007% | |
4/14/2025 | Farther Finance Advisors LLC | 46,911 | $1.85M | 0.0% | +140.5% | 0.018% | |
4/14/2025 | Millington Financial Advisors LLC | 158,205 | $5.92M | 3.6% | -2.0% | 0.060% | |
4/14/2025 | Daymark Wealth Partners LLC | 155,484 | $6.12M | 0.2% | -8.1% | 0.059% | |
4/14/2025 | Portside Wealth Group LLC | 126,356 | $4.98M | 0.8% | +25.0% | 0.048% | |
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4/14/2025 | Moss Adams Wealth Advisors LLC | 319,483 | $12.58M | 1.3% | +98.4% | 0.121% | |
4/14/2025 | Compass Planning Associates Inc | 1,274 | $50K | 0.1% | +77.4% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 702,028 | $27.64M | 0.3% | +3.0% | 0.266% | |
4/14/2025 | SOA Wealth Advisors LLC. | 36,906 | $1.45M | 0.2% | +2.1% | 0.014% | |
4/14/2025 | Upper Left Wealth Management LLC | 19,067 | $751K | 0.5% | -14.5% | 0.007% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 65,097 | $2.56M | 0.3% | +15.0% | 0.025% | |
4/14/2025 | Wedmont Private Capital | 18,181 | $681K | 0.0% | -9.1% | 0.007% | |
4/14/2025 | LexAurum Advisors LLC | 165,867 | $6.53M | 1.3% | +1.5% | 0.063% | |
4/14/2025 | ONE Advisory Partners LLC | 134,402 | $5.29M | 2.3% | +71.9% | 0.051% | |
4/11/2025 | Compton Financial Group LLC | 178,571 | $7.03M | 2.0% | N/A | 0.068% | |
4/11/2025 | Leicht Financial Planning & Wealth Management Inc. | 123,991 | $4.88M | 2.6% | -1.1% | 0.047% | |
4/11/2025 | OLIO Financial Planning | 53,026 | $2.09M | 0.7% | +23.1% | 0.020% | |
4/11/2025 | KFG Wealth Management LLC | 426,328 | $16.79M | 3.1% | +10.6% | 0.161% | |
4/11/2025 | City State Bank | 21,766 | $857K | 0.3% | +2.3% | 0.008% | |
4/11/2025 | McNamara Financial Services Inc. | 862,674 | $33.96M | 7.3% | +5.6% | 0.326% | |
4/11/2025 | Melone Private Wealth LLC | 118,799 | $4.68M | 2.4% | +4.0% | 0.045% | |
4/11/2025 | Safeguard Financial LLC | 45,948 | $1.81M | 0.4% | -1.2% | 0.017% | |
4/11/2025 | Mason & Associates LLC | 123,948 | $4.88M | 1.4% | +12.6% | 0.047% | |
4/11/2025 | Signal Advisors Wealth LLC | 195,958 | $7.72M | 0.8% | +4.0% | 0.074% | |
4/10/2025 | Thrive Wealth Management LLC | 6,045 | $238K | 0.0% | N/A | 0.002% | |
4/10/2025 | Boltwood Capital Management | 111,710 | $4.40M | 1.3% | +0.3% | 0.042% | |
4/10/2025 | ACT Advisors LLC. | 10,863 | $428K | 0.2% | +3.3% | 0.004% | |
4/10/2025 | Diligent Investors LLC | 49,112 | $1.93M | 0.5% | -1.3% | 0.019% | |
4/10/2025 | KWB Wealth | 462,278 | $17.74M | 2.1% | -1.5% | 0.175% | |
4/10/2025 | Gilman Hill Asset Management LLC | 13,260 | $522K | 0.1% | -2.1% | 0.005% | |
4/10/2025 | Gainplan LLC | 83,519 | $3.29M | 2.1% | -2.0% | 0.032% | |
4/10/2025 | Better Money Decisions LLC | 252,371 | $9.94M | 6.6% | +2.3% | 0.095% | |
4/10/2025 | Beacon Financial Group | 14,854 | $585K | 0.1% | +15.9% | 0.006% | |
4/10/2025 | Lifestyle Asset Management Inc. | 28,400 | $1.12M | 0.6% | +1.6% | 0.011% | |
4/10/2025 | Matrix Trust Co | 7,149 | $281K | 0.0% | N/A | 0.003% | |
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4/10/2025 | Portside Wealth Group LLC | 101,444 | $3.89M | 0.7% | +3.6% | 0.038% | |
4/10/2025 | Wealth Alliance Advisory Group LLC | 142,548 | $5.61M | 1.2% | -33.6% | 0.054% | |
4/10/2025 | Richard P Slaughter Associates Inc | 5,444 | $214K | 0.0% | -52.6% | 0.002% | |
4/10/2025 | Heritage Family Offices LLP | 404,452 | $15.92M | 8.1% | -9.5% | 0.153% | |
4/10/2025 | CGN Advisors LLC | 551,890 | $21.73M | 2.1% | +13.7% | 0.209% | |
4/9/2025 | RFG Advisory LLC | 154,484 | $6.08M | 0.2% | +6.7% | 0.058% | |
4/9/2025 | Capital Asset Advisory Services LLC | 539,487 | $21.37M | 1.1% | +13.3% | 0.204% | |
4/9/2025 | HBW Advisory Services LLC | 69,536 | $2.74M | 0.4% | +1.7% | 0.026% | |
4/9/2025 | ST Germain D J Co. Inc. | 581,990 | $22.91M | 1.1% | +2.4% | 0.220% | |
4/9/2025 | Merit Financial Group LLC | 98,733 | $3.89M | 0.1% | -39.8% | 0.037% | |
4/9/2025 | Affiance Financial LLC | 161,569 | $6.36M | 1.5% | +3.6% | 0.061% | |
4/9/2025 | Towerpoint Wealth LLC | 11,788 | $464K | 0.2% | -6.7% | 0.004% | |
4/9/2025 | Capital CS Group LLC | 6,017 | $237K | 0.4% | -11.7% | 0.002% | |
4/9/2025 | McNaughton Wealth Management LLC | 27,546 | $1.08M | 0.5% | -80.2% | 0.010% | |
4/9/2025 | Fragasso Financial Advisors Inc | 7,791 | $307K | 0.0% | -46.2% | 0.003% | |
4/9/2025 | NBC Securities Inc. | 2,018 | $79K | 0.0% | +201,700.0% | 0.001% | |
4/9/2025 | Fiduciary Alliance LLC | 153,086 | $6.03M | 0.6% | +0.7% | 0.058% | |
4/9/2025 | Ervin Investment Management LLC | 77,668 | $3.06M | 2.0% | +6.5% | 0.029% | |
4/9/2025 | SigFig Wealth Management LLC | 340,082 | $12.78M | 0.5% | -4.2% | 0.129% | |
4/9/2025 | American National Bank & Trust | 14,960 | $589K | 0.1% | +69.8% | 0.006% | |
4/9/2025 | Advance Capital Management Inc. | 20,214 | $796K | 0.0% | -2.8% | 0.008% | |
4/9/2025 | Wallace Advisory Group LLC | 17,428 | $669K | 0.5% | +34.3% | 0.007% | |
4/8/2025 | Sterneck Capital Management LLC | 293,901 | $11.57M | 6.3% | -0.5% | 0.111% | |
4/8/2025 | Boston Standard Wealth Management LLC | 71,507 | $2.69M | 0.6% | -4.1% | 0.027% | |
4/8/2025 | Rooted Wealth Advisors Inc. | 16,839 | $617K | 0.3% | -2.5% | 0.006% | |
4/8/2025 | Pacifica Partners Inc. | 14,474 | $563K | 0.3% | +16.9% | 0.005% | |
4/8/2025 | Advisory Alpha LLC | 727,595 | $28.65M | 1.8% | -34.6% | 0.275% | |
4/8/2025 | Spartan Planning & Wealth Management | 77,389 | $3.05M | 3.0% | -12.2% | 0.029% | |
4/8/2025 | Global Financial Private Client LLC | 53,712 | $2.12M | 0.8% | +3.2% | 0.020% | |
4/8/2025 | Legacy Solutions LLC | 69,657 | $2.74M | 3.0% | +3.2% | 0.026% | |
4/8/2025 | Parallel Advisors LLC | 60,900 | $2.40M | 0.1% | -36.8% | 0.023% | |
4/7/2025 | Summit Global Investments | 241,864 | $9.52M | 0.7% | N/A | 0.091% | |
4/7/2025 | Partnership Wealth Management LLC | 56,398 | $2.22M | 1.9% | +2.8% | 0.021% | |
4/7/2025 | AdvisorNet Financial Inc | 34,095 | $1.34M | 0.1% | +1.3% | 0.013% | |
4/4/2025 | Quent Capital LLC | 62,086 | $2.44M | 0.3% | +0.9% | 0.023% | |
4/2/2025 | Waller Financial Planning Group Inc. | 26,203 | $1.03M | 0.3% | -21.2% | 0.010% | |
4/2/2025 | Kera Capital Partners Inc. | 17,940 | $706K | 0.2% | +3.3% | 0.007% | |
4/1/2025 | Hobart Private Capital LLC | 74,527 | $2.93M | 0.7% | +15.0% | 0.028% | |
3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 60,325 | $2.32M | 1.4% | -58.0% | 0.023% | |
3/24/2025 | Mascagni Wealth Management Inc. | 6,340 | $243K | 0.2% | N/A | 0.002% | |
3/19/2025 | Northeast Planning Associates INC. NH | 16,607 | $637K | 0.7% | N/A | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,024,841 | $39.32M | 0.1% | -3.5% | 0.388% | |
3/14/2025 | Leicht Financial Planning & Wealth Management Inc. | 125,412 | $4.81M | 2.5% | -0.6% | 0.047% | |
3/6/2025 | Copia Wealth Management | 3,805 | $146K | 0.1% | N/A | 0.001% | |
3/5/2025 | Financial Insights Inc. | 151,762 | $5.82M | 2.3% | -14.3% | 0.058% | |
3/5/2025 | Probity Advisors Inc. | 123,711 | $4.75M | 0.9% | -4.7% | 0.047% | |
3/4/2025 | Comprehensive Money Management Services LLC | 29,695 | $1.14M | 0.9% | N/A | 0.011% | |
3/3/2025 | American Investment Services Inc. | 20,156 | $773K | 0.1% | +1.6% | 0.008% | |
3/3/2025 | Forthright Family Wealth Advisory LLC | 63,487 | $2.44M | 1.6% | -6.5% | 0.024% | |
2/28/2025 | Brooklyn FI LLC | 108,999 | $4.18M | 0.7% | +12.7% | 0.042% | |
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2/27/2025 | Bernard Wealth Management Corp. | 1,431 | $50K | 0.0% | N/A | 0.001% | |
2/27/2025 | XY Planning Network Inc. | 11,451 | $439K | 0.3% | N/A | 0.004% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 90,703 | $3.48M | 0.5% | -1.7% | 0.035% | |
2/26/2025 | Advisor Resource Council | 6,894 | $265K | 0.2% | -59.2% | 0.003% | |
2/25/2025 | Armis Advisers LLC | 10,821 | $415K | 0.1% | N/A | 0.004% | |
2/24/2025 | Great Valley Advisor Group Inc. | 173,922 | $6.67M | 0.1% | +13.9% | 0.067% | |
2/24/2025 | Ameriflex Group Inc. | 3,895 | $151K | 0.1% | N/A | 0.001% | |
2/21/2025 | Ascent Group LLC | 58,808 | $2.26M | 0.2% | -14.6% | 0.025% | |
2/20/2025 | Westfuller Advisors LLC | 39,088 | $1.50M | 1.0% | +5.4% | 0.016% | |
2/20/2025 | Revisor Wealth Management LLC | 73,253 | $2.82M | 2.6% | -26.7% | 0.031% | |