8/8/2025 | Tortoise Investment Management LLC | 34,795 | $2.58M | 0.2% | +15.6% | 0.032% | |
8/8/2025 | Rockefeller Capital Management L.P. | 268,563 | $19.88M | 0.0% | +12.6% | 0.250% | |
8/8/2025 | Cetera Investment Advisers | 4,756 | $352K | 0.0% | +22.3% | 0.004% | |
8/8/2025 | Creative Planning | 695,296 | $51.46M | 0.0% | -6.2% | 0.646% | |
8/8/2025 | Advisory Resource Group | 143,703 | $10.64M | 2.0% | +25.2% | 0.134% | |
8/8/2025 | Truepoint Inc. | 17,159 | $1.27M | 0.0% | -3.9% | 0.016% | |
8/8/2025 | Foundations Investment Advisors LLC | 432,815 | $32.03M | 0.5% | +4.3% | 0.402% | |
8/8/2025 | Pacific Life Fund Advisors LLC | 551,719 | $40.83M | 4.4% | -12.2% | 0.513% | |
8/8/2025 | RAM Investment Partners LLC | 27,227 | $2.02M | 0.4% | +8.5% | 0.025% | |
8/8/2025 | Your Advocates Ltd. LLP | 818 | $61K | 0.0% | -20.4% | 0.001% | |
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8/8/2025 | Glassman Wealth Services | 336 | $25K | 0.0% | N/A | 0.000% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 37,357 | $2.77M | 0.6% | -6.5% | 0.035% | |
8/8/2025 | Good Life Advisors LLC | 19,016 | $1.41M | 0.1% | +4.3% | 0.018% | |
8/8/2025 | PNC Financial Services Group Inc. | 593,188 | $43.90M | 0.0% | +31.8% | 0.552% | |
8/8/2025 | Advyzon Investment Management LLC | 22,701 | $1.68M | 0.4% | +78.9% | 0.021% | |
8/7/2025 | Lakeridge Wealth Management LLC | 76,842 | $5.69M | 2.6% | +18.4% | 0.071% | |
8/7/2025 | CENTRAL TRUST Co | 76,899 | $5.69M | 0.1% | +36.4% | 0.072% | |
8/7/2025 | Nwam LLC | 25,916 | $1.92M | 0.2% | +2.3% | 0.024% | |
8/7/2025 | Vise Technologies Inc. | 46,165 | $3.42M | 0.1% | N/A | 0.043% | |
8/7/2025 | Allworth Financial LP | 5,055 | $374K | 0.0% | +5.9% | 0.005% | |
8/7/2025 | TFO Wealth Partners LLC | 5,217 | $386K | 0.1% | N/A | 0.005% | |
8/6/2025 | True Wealth Design LLC | 66,905 | $4.95M | 1.7% | +4.1% | 0.062% | |
8/6/2025 | Cannon Financial Strategists Inc. | 274,186 | $20.29M | 3.2% | -6.7% | 0.255% | |
8/6/2025 | Valued Wealth Advisors LLC | 60,105 | $4.45M | 2.3% | +10.9% | 0.056% | |
8/6/2025 | AE Wealth Management LLC | 35,745 | $2.65M | 0.0% | +148.6% | 0.033% | |
8/6/2025 | Rialto Wealth Management LLC | 19,696 | $1.46M | 0.4% | +1.9% | 0.018% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 59,396 | $4.40M | 0.1% | N/A | 0.055% | |
8/6/2025 | Savant Capital LLC | 351,411 | $26.01M | 0.2% | +1.3% | 0.327% | |
8/6/2025 | Modera Wealth Management LLC | 402,871 | $29.82M | 0.4% | -2.6% | 0.375% | |
8/6/2025 | HORAN Wealth LLC | 146,813 | $10.87M | 3.3% | N/A | 0.137% | |
8/6/2025 | SouthState Corp | 58,491 | $4.33M | 0.2% | +51.6% | 0.054% | |
8/6/2025 | Horan Securities Inc. | 7,626 | $564K | 0.2% | N/A | 0.007% | |
8/6/2025 | Cloud Capital Management LLC | 8,383 | $621K | 0.4% | +280.4% | 0.008% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 32,640 | $2.42M | 2.2% | -53.8% | 0.030% | |
8/5/2025 | Integrity Wealth Solutions LLC | 8,947 | $662K | 0.3% | N/A | 0.008% | |
8/5/2025 | Magnolia Capital Advisors LLC | 74,830 | $5.54M | 1.4% | +1,213.0% | 0.070% | |
8/5/2025 | Transatlantique Private Wealth LLC | 5,112 | $378K | 0.1% | N/A | 0.005% | |
8/5/2025 | WorthPointe LLC | 147,062 | $10.88M | 4.6% | -10.0% | 0.137% | |
8/5/2025 | Bridgewater Advisors Inc. | 442,017 | $32.88M | 2.5% | +6.8% | 0.411% | |
8/5/2025 | Bank of New York Mellon Corp | 431,240 | $31.92M | 0.0% | +30.9% | 0.401% | |
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8/5/2025 | Bank of Montreal Can | 1,537 | $114K | 0.0% | +6,048.0% | 0.001% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 50,789 | $3.76M | 1.7% | +132.8% | 0.047% | |
8/5/2025 | Strategic Financial Concepts LLC | 129,024 | $9.55M | 1.3% | +6.4% | 0.120% | |
8/5/2025 | Avant Financial Advisors LLC | 18,624 | $1.38M | 1.1% | +3.9% | 0.017% | |
8/4/2025 | Haven Private LLC | 32,923 | $2.44M | 1.1% | -7.8% | 0.031% | |
8/4/2025 | Bridgewealth Advisory Group LLC | 9,091 | $673K | 0.2% | N/A | 0.008% | |
8/4/2025 | Earned Wealth Advisors LLC | 19,613 | $1.45M | 0.3% | -2.0% | 0.018% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 4,681 | $346K | 0.0% | N/A | 0.004% | |
8/4/2025 | REDW Wealth LLC | 46,416 | $3.44M | 1.4% | +12.8% | 0.043% | |
8/4/2025 | Atria Investments Inc | 7,943 | $588K | 0.0% | +67.5% | 0.007% | |
8/4/2025 | Savvy Advisors Inc. | 4,298 | $318K | 0.0% | -16.1% | 0.004% | |
8/4/2025 | Assetmark Inc. | 997 | $74K | 0.0% | +433.2% | 0.001% | |
8/4/2025 | Spire Wealth Management | 5,496 | $407K | 0.0% | +5.0% | 0.005% | |
8/4/2025 | World Investment Advisors | 189,774 | $14.05M | 0.3% | -4.1% | 0.176% | |
8/4/2025 | Waterfront Wealth Inc. | 51,847 | $3.84M | 0.9% | +2.0% | 0.048% | |
8/4/2025 | Arcadia Wealth Management Inc. | 43,500 | $3.22M | 2.2% | +4.0% | 0.040% | |
8/1/2025 | Motco | 41,978 | $3.08M | 0.3% | +12.8% | 0.040% | |
8/1/2025 | Milestone Asset Management Group LLC | 24,728 | $1.83M | 1.4% | +2.6% | 0.023% | |
8/1/2025 | GWN Securities Inc. | 3,047 | $227K | 0.0% | N/A | 0.003% | |
8/1/2025 | Transcend Capital Advisors LLC | 3,567 | $264K | 0.0% | N/A | 0.003% | |
8/1/2025 | Bessemer Group Inc. | 773 | $57K | 0.0% | N/A | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 3,021 | $224K | 0.1% | N/A | 0.003% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 296,552 | $21.95M | 8.4% | -7.7% | 0.279% | |
8/1/2025 | Fort Vancouver Investment Management LLC | 6,302 | $466K | 0.3% | +13.3% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,690,757 | $125.13M | 0.0% | +22.7% | 1.591% | |
8/1/2025 | Chilton Capital Management LLC | 199,201 | $14.74M | 0.5% | -1.5% | 0.187% | |
7/31/2025 | Wealthfront Advisers LLC | 15,521 | $1.15M | 0.0% | -6.9% | 0.015% | |
7/31/2025 | Orion Capital Management LLC | 48,965 | $3.62M | 1.4% | +29.9% | 0.046% | |
7/31/2025 | CVA Family Office LLC | 235,364 | $17.42M | 2.4% | +10.4% | 0.222% | |
7/31/2025 | Mason & Associates Inc | 175,439 | $12.98M | 3.0% | N/A | 0.165% | |
7/31/2025 | Aspen Capital Management LLC | 41,633 | $3.08M | 0.9% | +337.4% | 0.039% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 265,840 | $19.68M | 0.3% | +2.8% | 0.250% | |
7/31/2025 | Curio Wealth LLC | 176,636 | $13.07M | 5.7% | +52,785.0% | 0.166% | |
7/31/2025 | MN Wealth Advisors LLC | 8,650 | $640K | 0.4% | +3.1% | 0.008% | |
7/31/2025 | Trademark Financial Management LLC | 12,444 | $921K | 0.6% | +127.8% | 0.012% | |
7/31/2025 | CAP Partners LLC | 28,905 | $2.14M | 1.3% | +6.1% | 0.027% | |
7/30/2025 | Paragon Advisors LLC | 12,102 | $896K | 0.2% | -11.8% | 0.011% | |
7/30/2025 | Bayshore Asset Management LLC | 60,561 | $4.48M | 2.0% | +1.1% | 0.057% | |
7/30/2025 | EnRich Financial Partners LLC | 9,584 | $709K | 0.2% | N/A | 0.009% | |
7/30/2025 | Castle Wealth Management LLC | 111,148 | $8.23M | 3.0% | +0.6% | 0.105% | |
7/30/2025 | Strategic Blueprint LLC | 286,578 | $21.21M | 1.0% | +5.3% | 0.270% | |
7/30/2025 | Forum Financial Management LP | 11,378 | $842K | 0.0% | -1.5% | 0.011% | |
7/30/2025 | Caliber Wealth Management LLC KS | 277,860 | $20.56M | 2.2% | +2.4% | 0.262% | |
7/30/2025 | TFB Advisors LLC | 6,673 | $494K | 0.1% | +17.4% | 0.006% | |
7/30/2025 | Brookstone Capital Management | 10,370 | $767K | 0.0% | -27.0% | 0.010% | |
7/30/2025 | D.A. Davidson & CO. | 44,803 | $3.32M | 0.0% | -7.3% | 0.042% | |
7/30/2025 | Greenup Street Wealth Management LLC | 856,998 | $63.43M | 11.0% | +8.6% | 0.807% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 42,547 | $3.15M | 0.4% | -0.5% | 0.040% | |
7/30/2025 | Divergent Planning LLC | 86,825 | $6.42M | 1.2% | N/A | 0.085% | |
7/30/2025 | Clune & Associates LTD. | 29,316 | $2.17M | 0.6% | -0.9% | 0.029% | |
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7/30/2025 | Canvas Wealth Advisors LLC | 134,178 | $9.98M | 2.0% | +7.3% | 0.131% | |
7/30/2025 | Crewe Advisors LLC | 788 | $58K | 0.0% | N/A | 0.001% | |
7/29/2025 | Financial Symmetry Inc | 139,279 | $10.31M | 5.3% | +9.6% | 0.136% | |
7/29/2025 | Kelman Lazarov Inc. | 72,185 | $5.34M | 0.9% | -2.2% | 0.070% | |
7/29/2025 | Joseph P. Lucia & Associates LLC | 8,211 | $608K | 0.2% | N/A | 0.008% | |
7/29/2025 | Wealthstream Advisors Inc. | 24,334 | $1.80M | 0.3% | +9.3% | 0.024% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 11,043 | $817K | 0.0% | -83.4% | 0.011% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 13,506 | $1M | 0.5% | -17.0% | 0.013% | |
7/29/2025 | Ifrah Financial Services Inc. | 11,556 | $855K | 0.2% | -1.2% | 0.011% | |
7/29/2025 | Private Wealth Management Group LLC | 25,732 | $1.90M | 0.6% | +9.0% | 0.025% | |