10/16/2025 | Precision Wealth Strategies LLC | 32,369 | $1.55M | 0.5% | -7.9% | 0.043% | |
10/16/2025 | Blue Trust Inc. | 930 | $44K | 0.0% | +30.1% | 0.001% | |
10/15/2025 | Alhambra Investment Management LLC | 4,257 | $203K | 0.1% | -9.6% | 0.006% | |
10/15/2025 | Cambridge Advisors Inc. | 33,585 | $1.60M | 0.3% | +2.4% | 0.045% | |
10/14/2025 | Farther Finance Advisors LLC | 25,600 | $1.22M | 0.0% | -34.7% | 0.034% | |
10/14/2025 | Arvest Investments Inc. | 91,979 | $4.39M | 0.6% | +10.5% | 0.122% | |
10/14/2025 | Prairiewood Capital LLC | 59,743 | $2.85M | 0.9% | +4.4% | 0.079% | |
10/14/2025 | Parkwoods Wealth Partners LLC | 10,983 | $524K | 0.2% | N/A | 0.015% | |
10/14/2025 | Dopkins Wealth Management LLC | 34,593 | $1.65M | 0.7% | -2.4% | 0.046% | |
10/14/2025 | Brighton Jones LLC | 12,863 | $614K | 0.0% | +23.1% | 0.017% | |
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10/14/2025 | Evanson Asset Management LLC | 11,190 | $534K | 0.0% | -33.8% | 0.015% | |
10/14/2025 | Rockwood Wealth Management LLC | 232,908 | $11.12M | 0.9% | -6.8% | 0.310% | |
10/10/2025 | FC Advisory LLC | 10,561 | $504K | 0.1% | +4.7% | 0.014% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 10,778 | $515K | 0.1% | N/A | 0.014% | |
10/9/2025 | Marathon Strategic Advisors LLC | 123,513 | $5.90M | 4.7% | +2.1% | 0.164% | |
10/9/2025 | Prosperity Planning Inc. | 44,210 | $2.11M | 0.6% | +3.0% | 0.059% | |
10/9/2025 | Websterrogers Financial Advisors LLC | 30,775 | $1.47M | 0.4% | +3.9% | 0.041% | |
10/8/2025 | Sincerus Advisory LLC | 22,403 | $1.07M | 0.9% | +40.6% | 0.030% | |
10/8/2025 | Wedmont Private Capital | 6,294 | $299K | 0.0% | N/A | 0.008% | |
10/8/2025 | Ignite Planners LLC | 4,516 | $216K | 0.0% | N/A | 0.006% | |
10/8/2025 | Balefire LLC | 19,897 | $950K | 0.2% | +315.8% | 0.026% | |
10/8/2025 | Cypress Point Wealth Management LLC | 126,814 | $6.05M | 1.2% | +106.0% | 0.169% | |
10/6/2025 | Old Port Advisors | 51,384 | $2.45M | 0.6% | +46.0% | 0.070% | |
10/6/2025 | Moller Wealth Partners | 438,007 | $20.91M | 4.4% | +3.3% | 0.593% | |
10/3/2025 | Horizons Wealth Management | 11,045 | $527K | 0.4% | +4.3% | 0.015% | |
10/3/2025 | Breakwater Investment Management | 25,338 | $1.21M | 0.4% | +2.1% | 0.034% | |
9/26/2025 | Corient Private Wealth LLC | 661,577 | $30.53M | 0.0% | -19.1% | 0.892% | |
9/4/2025 | Osaic Holdings Inc. | 99,435 | $4.40M | 0.0% | +63.6% | 0.134% | |
9/3/2025 | Q3 Asset Management | 77,137 | $3.56M | 1.3% | N/A | 0.104% | |
8/16/2025 | Evergreen Capital Management LLC | 18,001 | $831K | 0.0% | +20.6% | 0.024% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 7,166 | $331K | 0.2% | +8.4% | 0.010% | |
8/15/2025 | Urban Financial Advisory Corp | 33,426 | $1.54M | 0.8% | +14.2% | 0.045% | |
8/15/2025 | Corient Private Wealth LLC | 1,323,152 | $61.06M | 0.1% | +61.9% | 1.785% | |
8/15/2025 | Equitable Holdings Inc. | 149,370 | $6.89M | 0.1% | +7.8% | 0.201% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 8,129 | $375K | 0.3% | -26.7% | 0.011% | |
8/15/2025 | Bank of America Corp DE | 667,214 | $30.79M | 0.0% | +1.7% | 0.900% | |
8/15/2025 | Ameriprise Financial Inc. | 19,180 | $885K | 0.0% | +84.7% | 0.026% | |
8/14/2025 | Vista Capital Partners Inc. | 103,778 | $4.79M | 0.5% | +79.9% | 0.140% | |
8/14/2025 | Raymond James Financial Inc. | 66,730 | $3.08M | 0.0% | +19.5% | 0.090% | |
8/14/2025 | Transamerica Financial Advisors LLC | 66,540 | $3.07M | 0.3% | +10.2% | 0.090% | |
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8/14/2025 | Betterment LLC | 266,181 | $12.28M | 0.0% | +47.8% | 0.359% | |
8/14/2025 | Napa Wealth Management | 11,550 | $533K | 0.3% | N/A | 0.016% | |
8/14/2025 | The Manufacturers Life Insurance Company | 814,249 | $37.58M | 0.0% | +19.9% | 1.098% | |
8/14/2025 | NewEdge Advisors LLC | 53,175 | $2.45M | 0.0% | -8.1% | 0.072% | |
8/14/2025 | Qube Research & Technologies Ltd | 30,532 | $1.41M | 0.0% | N/A | 0.041% | |
8/14/2025 | SVB Wealth LLC | 14,271 | $659K | 0.0% | N/A | 0.019% | |
8/14/2025 | L2 Asset Management LLC | 20,131 | $929K | 0.2% | N/A | 0.027% | |
8/13/2025 | Financial & Tax Architects LLC | 5,367 | $248K | 0.1% | N/A | 0.007% | |
8/13/2025 | Guggenheim Capital LLC | 41,655 | $1.92M | 0.0% | +6.6% | 0.056% | |
8/13/2025 | Strategic Financial Planning Inc. | 113,266 | $5.22M | 3.3% | -0.2% | 0.153% | |
8/13/2025 | Beacon Pointe Advisors LLC | 13,131 | $606K | 0.0% | -50.1% | 0.018% | |
8/13/2025 | Cerity Partners OCIO LLC | 14,745 | $680K | 0.0% | -76.6% | 0.020% | |
8/13/2025 | M&T Bank Corp | 501,175 | $23.13M | 0.1% | +0.8% | 0.676% | |
8/13/2025 | ARK & TLK Investments LLC | 12,338 | $569K | 0.2% | -3.7% | 0.017% | |
8/13/2025 | Schroder Investment Management Group | 26,533 | $1.22M | 0.0% | +31.4% | 0.036% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 102,713 | $4.74M | 0.0% | +71.6% | 0.139% | |
8/12/2025 | Country Trust Bank | 155,492 | $7.18M | 0.2% | +25.1% | 0.210% | |
8/12/2025 | J.W. Cole Advisors Inc. | 5,805 | $268K | 0.0% | N/A | 0.008% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 5,562,246 | $256.70M | 0.0% | -2.6% | 7.503% | |
8/12/2025 | AlphaCore Capital LLC | 1,648 | $76K | 0.0% | +2,359.7% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 233,892 | $10.79M | 0.0% | +20.7% | 0.316% | |
8/11/2025 | Traub Capital Management LLC | 12,067 | $557K | 0.5% | N/A | 0.016% | |
8/11/2025 | Mount Lucas Management LP | 30,437 | $1.41M | 0.6% | +110.0% | 0.041% | |
8/8/2025 | Rockefeller Capital Management L.P. | 21,382 | $987K | 0.0% | -5.8% | 0.029% | |
8/8/2025 | Citizens Financial Group Inc. RI | 4,654 | $215K | 0.0% | N/A | 0.006% | |
8/8/2025 | Cetera Investment Advisers | 119,205 | $5.50M | 0.0% | +4.8% | 0.161% | |
8/8/2025 | Creative Planning | 708,318 | $32.69M | 0.0% | +32.1% | 0.956% | |
8/8/2025 | Empower Advisory Group LLC | 13,648,827 | $629.89M | 1.9% | -18.5% | 18.412% | |
8/8/2025 | Bailard Inc. | 11,444 | $528K | 0.0% | +8.5% | 0.015% | |
8/8/2025 | PNC Financial Services Group Inc. | 11,697 | $540K | 0.0% | +26.9% | 0.016% | |
8/7/2025 | CSM Advisors LLC | 357,400 | $16.49M | 0.5% | N/A | 0.482% | |
8/6/2025 | RWA Wealth Partners LLC | 127,184 | $5.87M | 0.1% | N/A | 0.172% | |
8/6/2025 | Decker Retirement Planning Inc. | 27,709 | $1.28M | 0.7% | +2,736.1% | 0.037% | |
8/6/2025 | AE Wealth Management LLC | 923 | $43K | 0.0% | +185.8% | 0.001% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 52,675 | $2.43M | 0.4% | -0.8% | 0.071% | |
8/6/2025 | Savant Capital LLC | 25,889 | $1.20M | 0.0% | -9.1% | 0.035% | |
8/6/2025 | Sound Financial Strategies Group LLC | 19,581 | $904K | 0.8% | -3.5% | 0.026% | |
8/6/2025 | Financial Alternatives Inc | 91,149 | $4.21M | 2.7% | +1.9% | 0.123% | |
8/5/2025 | Ellevest Inc. | 13,038 | $602K | 0.1% | -94.4% | 0.018% | |
8/5/2025 | Mason Investment Advisory Services Inc. | 161,332 | $7.45M | 0.4% | -5.0% | 0.218% | |
8/5/2025 | Mission Wealth Management LP | 71,058 | $3.28M | 0.1% | -2.4% | 0.096% | |
8/4/2025 | Haven Private LLC | 33,740 | $1.56M | 0.7% | N/A | 0.046% | |
8/4/2025 | Partners in Financial Planning | 29,568 | $1.36M | 0.3% | -2.8% | 0.040% | |
8/4/2025 | Atria Investments Inc | 20,399 | $941K | 0.0% | -5.2% | 0.028% | |
8/4/2025 | Assetmark Inc. | 956,465 | $44.14M | 0.1% | +45.1% | 1.290% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 9,655 | $446K | 0.2% | -5.5% | 0.013% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,323,883 | $61.10M | 0.0% | -4.8% | 1.786% | |
8/1/2025 | Chilton Capital Management LLC | 395,150 | $18.24M | 0.7% | +8.6% | 0.533% | |
7/31/2025 | Wealthfront Advisers LLC | 23,873 | $1.10M | 0.0% | +85.2% | 0.032% | |
7/31/2025 | Brighton Jones LLC | 10,450 | $482K | 0.0% | +2.3% | 0.014% | |
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7/31/2025 | Focus Partners Advisor Solutions LLC | 63,018 | $2.91M | 0.0% | +12.7% | 0.085% | |
7/30/2025 | First Citizens Bank & Trust Co. | 37,914 | $1.75M | 0.0% | -32.7% | 0.051% | |
7/30/2025 | Freedom Investment Management Inc. | 34,460 | $1.59M | 0.1% | -5.0% | 0.046% | |
7/30/2025 | Exencial Wealth Advisors LLC | 123,586 | $5.70M | 0.2% | +11.5% | 0.167% | |
7/30/2025 | Liberty One Investment Management LLC | 15,115 | $698K | 0.1% | -7.4% | 0.020% | |
7/30/2025 | Clune & Associates LTD. | 22,732 | $1.05M | 0.3% | +1.6% | 0.031% | |
7/29/2025 | Disciplined Investments LLC | 60,743 | $2.80M | 1.2% | -8.1% | 0.082% | |
7/29/2025 | Aspiriant LLC | 41,519 | $1.92M | 0.1% | -1.9% | 0.056% | |
7/29/2025 | Marathon Strategic Advisors LLC | 121,030 | $5.59M | 5.2% | +4.0% | 0.163% | |
7/29/2025 | Sincerus Advisory LLC | 15,933 | $738K | 0.7% | +62.8% | 0.021% | |