8/8/2025 | Tortoise Investment Management LLC | 342,698 | $34.55M | 3.3% | +7.3% | 0.390% | |
8/8/2025 | Rockefeller Capital Management L.P. | 257,138 | $25.93M | 0.1% | -8.0% | 0.293% | |
8/8/2025 | Avantax Advisory Services Inc. | 76,574 | $7.72M | 0.0% | -16.7% | 0.087% | |
8/8/2025 | Cetera Investment Advisers | 39,809 | $4.01M | 0.0% | +8.8% | 0.045% | |
8/8/2025 | Creative Planning | 1,078,562 | $108.74M | 0.1% | -6.7% | 1.228% | |
8/8/2025 | Truepoint Inc. | 8,015 | $808K | 0.0% | -70.7% | 0.009% | |
8/8/2025 | Foundations Investment Advisors LLC | 132,545 | $13.36M | 0.2% | +4.0% | 0.151% | |
8/8/2025 | RAM Investment Partners LLC | 27,100 | $2.73M | 0.6% | +244.6% | 0.031% | |
8/8/2025 | L & S Advisors Inc | 43,673 | $4.40M | 0.4% | +9.5% | 0.050% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 48,044 | $4.84M | 1.1% | -1.7% | 0.055% | |
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8/8/2025 | Good Life Advisors LLC | 58,662 | $5.91M | 0.4% | +7.6% | 0.067% | |
8/8/2025 | Austin Wealth Management LLC | 10,804 | $1.11M | 0.2% | N/A | 0.012% | |
8/8/2025 | PNC Financial Services Group Inc. | 20,852 | $2.10M | 0.0% | +6.6% | 0.024% | |
8/7/2025 | Lakeridge Wealth Management LLC | 80,910 | $8.16M | 3.8% | +1.6% | 0.092% | |
8/7/2025 | CENTRAL TRUST Co | 1,146 | $116K | 0.0% | +774.8% | 0.001% | |
8/7/2025 | Nwam LLC | 15,163 | $1.57M | 0.1% | -1.1% | 0.017% | |
8/7/2025 | Allworth Financial LP | 174,479 | $17.59M | 0.1% | -2.5% | 0.199% | |
8/7/2025 | Tillman Hartley LLC | 19,812 | $2.00M | 0.6% | -9.4% | 0.023% | |
8/7/2025 | Summit X LLC | 62,905 | $6.34M | 1.2% | -0.7% | 0.072% | |
8/7/2025 | Fonville Wealth Management LLC | 115,849 | $11.68M | 3.0% | +5.4% | 0.132% | |
8/7/2025 | Brio Consultants LLC | 68,359 | $6.89M | 1.0% | -15.1% | 0.078% | |
8/6/2025 | True Wealth Design LLC | 45,514 | $4.59M | 1.6% | +90.0% | 0.052% | |
8/6/2025 | Valued Wealth Advisors LLC | 25,609 | $2.58M | 1.3% | +36.6% | 0.029% | |
8/6/2025 | AE Wealth Management LLC | 2,645 | $267K | 0.0% | +61.0% | 0.003% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 175,871 | $17.73M | 0.3% | N/A | 0.200% | |
8/6/2025 | Savant Capital LLC | 17,916 | $1.81M | 0.0% | +68.5% | 0.020% | |
8/6/2025 | Geometric Wealth Advisors | 387,561 | $39.07M | 5.8% | +54.8% | 0.441% | |
8/6/2025 | Modera Wealth Management LLC | 1,016,141 | $102.45M | 1.3% | +16.5% | 1.157% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,112,693 | $112.18M | 0.1% | +3.3% | 1.267% | |
8/6/2025 | First Horizon Advisors Inc. | 1,492 | $150K | 0.0% | +13.5% | 0.002% | |
8/6/2025 | Cloud Capital Management LLC | 57,492 | $5.92M | 3.7% | +292.5% | 0.065% | |
8/5/2025 | Atlas Wealth LLC | 40,973 | $4.15M | 1.5% | +194.6% | 0.047% | |
8/5/2025 | Integrity Wealth Solutions LLC | 43,293 | $4.37M | 2.1% | -1.3% | 0.049% | |
8/5/2025 | WorthPointe LLC | 257,110 | $25.92M | 10.9% | -1.1% | 0.293% | |
8/5/2025 | Bridgewater Advisors Inc. | 596,319 | $61.89M | 4.7% | +3.9% | 0.679% | |
8/5/2025 | Bank of New York Mellon Corp | 574,539 | $57.93M | 0.0% | +6.5% | 0.654% | |
8/5/2025 | Continuum Wealth Advisors LLC | 261,110 | $26.33M | 12.6% | -18.8% | 0.297% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 137,710 | $13.94M | 6.4% | +80.5% | 0.157% | |
8/5/2025 | Strategic Financial Concepts LLC | 263,783 | $26.60M | 3.7% | +6.5% | 0.300% | |
8/5/2025 | Avant Financial Advisors LLC | 12,275 | $1.24M | 1.0% | +11.3% | 0.014% | |
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8/4/2025 | Haven Private LLC | 3,482 | $351K | 0.2% | +51.3% | 0.004% | |
8/4/2025 | Linscomb Wealth Inc. | 5,159 | $520K | 0.0% | +130.4% | 0.006% | |
8/4/2025 | Earned Wealth Advisors LLC | 23,547 | $2.37M | 0.5% | -2.6% | 0.027% | |
8/4/2025 | Mesirow Financial Investment Management Inc. | 2,007 | $202K | 0.0% | N/A | 0.002% | |
8/4/2025 | REDW Wealth LLC | 175,387 | $17.68M | 7.0% | +0.7% | 0.200% | |
8/4/2025 | Savvy Advisors Inc. | 4,033 | $407K | 0.0% | -17.5% | 0.005% | |
8/4/2025 | Spire Wealth Management | 269 | $27K | 0.0% | -70.9% | 0.000% | |
8/4/2025 | World Investment Advisors | 366,093 | $36.91M | 0.8% | +21.7% | 0.417% | |
8/4/2025 | Waterfront Wealth Inc. | 15,112 | $1.52M | 0.3% | +0.7% | 0.017% | |
8/4/2025 | Arcadia Wealth Management Inc. | 295,806 | $29.82M | 20.3% | +11.0% | 0.337% | |
8/1/2025 | Winebrenner Capital Management LLC | 4,046 | $408K | 0.3% | +19.8% | 0.005% | |
8/1/2025 | Bull Oak Capital LLC | 113,462 | $11.44M | 5.2% | -54.7% | 0.129% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 19,146 | $1.93M | 1.6% | N/A | 0.022% | |
8/1/2025 | Zhang Financial LLC | 149,826 | $15.11M | 0.7% | -3.1% | 0.171% | |
8/1/2025 | Facet Wealth Inc. | 22,331 | $2.30M | 0.1% | -23.4% | 0.025% | |
8/1/2025 | Transcend Capital Advisors LLC | 2,887 | $291K | 0.0% | -22.3% | 0.003% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 426,097 | $42.96M | 16.4% | -0.4% | 0.485% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,674,852 | $168.86M | 0.0% | +2.2% | 1.907% | |
7/31/2025 | Wealthfront Advisers LLC | 22,608 | $2.28M | 0.0% | +86.8% | 0.026% | |
7/31/2025 | Orion Capital Management LLC | 125,714 | $12.67M | 4.8% | +4.8% | 0.143% | |
7/31/2025 | CVA Family Office LLC | 150,501 | $15.17M | 2.1% | +2.1% | 0.171% | |
7/31/2025 | Aspen Capital Management LLC | 14,662 | $1.48M | 0.4% | N/A | 0.017% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 309,020 | $31.16M | 0.4% | -0.7% | 0.352% | |
7/31/2025 | Fielder Capital Group LLC | 43,587 | $4.39M | 1.2% | -9.5% | 0.050% | |
7/31/2025 | Curio Wealth LLC | 68,164 | $6.87M | 3.0% | +234,948.3% | 0.078% | |
7/31/2025 | Trademark Financial Management LLC | 8,777 | $885K | 0.5% | -45.7% | 0.010% | |
7/31/2025 | Intelligent Financial Strategies | 1,017 | $102K | 0.1% | -9.0% | 0.001% | |
7/30/2025 | Paragon Advisors LLC | 7,029 | $709K | 0.2% | -1.9% | 0.008% | |
7/30/2025 | Bayshore Asset Management LLC | 72,033 | $7.26M | 3.3% | -3.8% | 0.082% | |
7/30/2025 | Strategic Blueprint LLC | 463,135 | $46.69M | 2.3% | +8.5% | 0.527% | |
7/30/2025 | Prosperity Financial Group Inc. | 2,614 | $264K | 0.1% | +8.2% | 0.003% | |
7/30/2025 | Forum Financial Management LP | 44,116 | $4.45M | 0.1% | +76.7% | 0.050% | |
7/30/2025 | Caliber Wealth Management LLC KS | 460,285 | $46.41M | 5.0% | +14.2% | 0.524% | |
7/30/2025 | TFB Advisors LLC | 16,163 | $1.63M | 0.4% | -11.2% | 0.018% | |
7/30/2025 | Citizens & Northern Corp | 11,523 | $1.16M | 0.3% | -2.5% | 0.013% | |
7/30/2025 | Divergent Planning LLC | 230,313 | $23.31M | 4.2% | +5.2% | 0.263% | |
7/30/2025 | Clune & Associates LTD. | 2,080 | $210K | 0.1% | N/A | 0.002% | |
7/30/2025 | WESPAC Advisors SoCal LLC | 3,443 | $347K | 0.1% | -16.3% | 0.004% | |
7/30/2025 | Canvas Wealth Advisors LLC | 36,862 | $3.84M | 0.8% | +0.9% | 0.042% | |
7/29/2025 | Financial Symmetry Inc | 77,218 | $7.79M | 4.0% | +47.3% | 0.088% | |
7/29/2025 | Chicago Partners Investment Group LLC | 220,386 | $22.89M | 0.7% | +2.2% | 0.252% | |
7/29/2025 | Wealthstream Advisors Inc. | 4,906 | $495K | 0.1% | N/A | 0.006% | |
7/29/2025 | Private Wealth Management Group LLC | 20,307 | $2.05M | 0.7% | +1,191.0% | 0.023% | |
7/29/2025 | Lutz Financial Services LLC | 3,804 | $384K | 0.0% | N/A | 0.004% | |
7/29/2025 | Arista Wealth Management LLC | 11,361 | $1.15M | 0.2% | +215.9% | 0.013% | |
7/29/2025 | Stratos Wealth Partners LTD. | 8,929 | $900K | 0.0% | +23.1% | 0.010% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 2,719 | $274K | 0.1% | -20.2% | 0.003% | |
7/29/2025 | Private Trust Co. NA | 9,019 | $909K | 0.1% | -1.8% | 0.010% | |
7/29/2025 | Mattson Financial Services LLC | 12,879 | $1.30M | 0.4% | +1,013.1% | 0.015% | |
7/29/2025 | Harbor Asset Planning Inc. | 283 | $29K | 0.0% | N/A | 0.000% | |
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7/29/2025 | Werba Rubin Papier Wealth Management | 651,767 | $65.71M | 12.3% | +4.8% | 0.744% | |
7/29/2025 | Flagstone Financial Management | 131,134 | $13.22M | 3.8% | +5.8% | 0.150% | |
7/28/2025 | WealthPlan Investment Management LLC | 8,597 | $867K | 0.1% | N/A | 0.010% | |
7/28/2025 | RCS Financial Planning LLC | 2,581 | $260K | 0.1% | -65.4% | 0.003% | |
7/28/2025 | Morris Financial Concepts Inc. | 25,371 | $2.56M | 1.0% | +1.1% | 0.029% | |
7/28/2025 | Mutual Advisors LLC | 6,151 | $641K | 0.0% | -4.4% | 0.007% | |
7/28/2025 | Frazier Financial Advisors LLC | 574 | $58K | 0.0% | -33.2% | 0.001% | |
7/28/2025 | Axxcess Wealth Management LLC | 87,565 | $8.83M | 0.2% | +11.4% | 0.100% | |
7/28/2025 | Acorn Financial Advisory Services Inc. ADV | 163,881 | $16.52M | 2.7% | -2.5% | 0.187% | |
7/25/2025 | Verdence Capital Advisors LLC | 2,882 | $291K | 0.0% | -22.3% | 0.003% | |