8/8/2025 | Tortoise Investment Management LLC | 382,201 | $16.19M | 1.5% | -5.0% | 0.189% | |
8/8/2025 | Blankinship & Foster LLC | 2,728,541 | $115.58M | 27.1% | -0.6% | 1.348% | |
8/8/2025 | Sequoia Financial Advisors LLC | 6,662,285 | $282.21M | 0.9% | +18.4% | 3.292% | |
8/8/2025 | Rockefeller Capital Management L.P. | 107,789 | $4.57M | 0.0% | +76.1% | 0.053% | |
8/8/2025 | Cetera Investment Advisers | 769,987 | $32.62M | 0.1% | +119.0% | 0.380% | |
8/8/2025 | CWS Financial Advisors LLC | 5,565 | $236K | 0.1% | N/A | 0.003% | |
8/8/2025 | Altiora Financial Group LLC | 57,900 | $2.45M | 0.5% | +10.6% | 0.029% | |
8/8/2025 | Security Financial Services INC. | 324,996 | $13.77M | 2.4% | +1.5% | 0.161% | |
8/8/2025 | Foundations Investment Advisors LLC | 182,789 | $7.74M | 0.1% | +16.2% | 0.090% | |
8/8/2025 | Capstone Financial Advisors Inc. | 58,929 | $2.50M | 0.1% | +79.8% | 0.029% | |
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8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 617,878 | $26.17M | 6.0% | +9.2% | 0.305% | |
8/8/2025 | SageOak Financial LLC | 19,403 | $822K | 0.7% | -9.0% | 0.010% | |
8/8/2025 | Austin Wealth Management LLC | 1,500,959 | $65.05M | 11.6% | +46.3% | 0.742% | |
8/8/2025 | VeraBank N.A. | 761,903 | $32.27M | 6.5% | +20.3% | 0.376% | |
8/7/2025 | Lakeridge Wealth Management LLC | 16,417 | $695K | 0.3% | -45.3% | 0.008% | |
8/7/2025 | Timonier Family Office LTD. | 653,679 | $27.69M | 10.4% | +14.4% | 0.323% | |
8/7/2025 | Allworth Financial LP | 3,813,798 | $161.55M | 0.8% | +18.9% | 1.884% | |
8/7/2025 | Fonville Wealth Management LLC | 823,593 | $34.89M | 8.8% | +15.0% | 0.407% | |
8/7/2025 | Midwest Trust Co | 8,203 | $347K | 0.0% | N/A | 0.004% | |
8/7/2025 | Alpha Financial Advisors LLC | 755,918 | $32.02M | 12.4% | -3.7% | 0.373% | |
8/6/2025 | Prospera Financial Services Inc | 24,823 | $1.05M | 0.0% | -8.0% | 0.012% | |
8/6/2025 | Valued Wealth Advisors LLC | 833,680 | $35.32M | 18.4% | +7.1% | 0.412% | |
8/6/2025 | AE Wealth Management LLC | 2,511,824 | $106.40M | 0.8% | +13.7% | 1.241% | |
8/6/2025 | Prodigy Asset Management LLC | 137,617 | $5.83M | 3.8% | +4.9% | 0.068% | |
8/6/2025 | North Capital Inc. | 264,614 | $11.21M | 9.7% | +0.1% | 0.131% | |
8/6/2025 | Savant Capital LLC | 1,266,483 | $53.65M | 0.3% | +11.1% | 0.626% | |
8/6/2025 | Modera Wealth Management LLC | 3,468,551 | $146.93M | 1.8% | -1.6% | 1.714% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,291,662 | $54.72M | 0.1% | -15.5% | 0.638% | |
8/6/2025 | Ethos Financial Group LLC | 5,171 | $219K | 0.0% | -60.7% | 0.003% | |
8/6/2025 | Entrewealth LLC | 358,703 | $15.20M | 10.5% | +39.6% | 0.177% | |
8/6/2025 | Robinson Smith Wealth Advisors LLC | 96,436 | $4.09M | 3.3% | +2.1% | 0.048% | |
8/6/2025 | Financial Alternatives Inc | 70,687 | $2.99M | 1.9% | +41.9% | 0.035% | |
8/5/2025 | Beckerman Institutional LLC | 34,235 | $1.45M | 1.0% | -11.8% | 0.017% | |
8/5/2025 | Centennial Bank AR | 260,590 | $11.04M | 4.6% | -4.3% | 0.129% | |
8/5/2025 | Magnolia Capital Advisors LLC | 113,174 | $4.79M | 1.2% | +37.6% | 0.056% | |
8/5/2025 | American Capital Advisory LLC | 196,482 | $8.32M | 4.2% | +11.0% | 0.097% | |
8/5/2025 | Bank of Montreal Can | 3,193 | $135K | 0.0% | +297.6% | 0.002% | |
8/5/2025 | Sigma Planning Corp | 10,622 | $450K | 0.0% | -6.6% | 0.005% | |
8/5/2025 | Mission Wealth Management LP | 488,074 | $20.68M | 0.4% | +2.8% | 0.241% | |
8/5/2025 | Gould Asset Management LLC CA | 19,835 | $840K | 0.2% | -2.0% | 0.010% | |
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8/4/2025 | Syverson Strege & Co | 331,387 | $14.04M | 3.3% | +6.8% | 0.164% | |
8/4/2025 | Earned Wealth Advisors LLC | 52,292 | $2.22M | 0.4% | -1.0% | 0.026% | |
8/4/2025 | Hutchinson Capital Management CA | 244,363 | $10.35M | 1.9% | +21.8% | 0.121% | |
8/4/2025 | Savvy Advisors Inc. | 8,545 | $362K | 0.0% | N/A | 0.004% | |
8/4/2025 | Live Oak Private Wealth LLC | 229,853 | $9.74M | 1.5% | +139.0% | 0.114% | |
8/4/2025 | Assetmark Inc. | 308,092 | $13.05M | 0.0% | -29.0% | 0.152% | |
8/4/2025 | World Investment Advisors | 168,763 | $7.15M | 0.2% | +60.9% | 0.083% | |
8/4/2025 | Waterfront Wealth Inc. | 99,758 | $4.23M | 0.9% | +3.0% | 0.049% | |
8/1/2025 | JDH Wealth Management LLC | 145,703 | $6.17M | 4.7% | +23.5% | 0.072% | |
8/1/2025 | Milestone Asset Management Group LLC | 44,667 | $1.89M | 1.4% | +12.0% | 0.022% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 72,101 | $3.05M | 2.5% | +38.9% | 0.036% | |
8/1/2025 | Zhang Financial LLC | 627,018 | $26.56M | 1.2% | +40.3% | 0.310% | |
8/1/2025 | GWN Securities Inc. | 10,806 | $458K | 0.1% | -43.9% | 0.005% | |
8/1/2025 | Advisory Alpha LLC | 771,916 | $32.70M | 1.0% | +8.9% | 0.381% | |
8/1/2025 | SYM FINANCIAL Corp | 110,687 | $4.69M | 0.5% | +2.3% | 0.055% | |
8/1/2025 | Facet Wealth Inc. | 6,658 | $289K | 0.0% | -7.9% | 0.003% | |
8/1/2025 | Liberty Wealth Management LLC | 828,196 | $35.08M | 5.5% | +1.7% | 0.409% | |
8/1/2025 | Transcend Capital Advisors LLC | 17,659 | $748K | 0.1% | +4.7% | 0.009% | |
8/1/2025 | Envestnet Asset Management Inc. | 565,775 | $23.97M | 0.0% | +4.7% | 0.280% | |
7/31/2025 | Wealthfront Advisers LLC | 21,000 | $890K | 0.0% | -49.3% | 0.010% | |
7/31/2025 | Heirloom Wealth Management | 151,944 | $6.44M | 1.7% | +5.7% | 0.075% | |
7/31/2025 | Brighton Jones LLC | 961,273 | $40.72M | 1.1% | +2.2% | 0.475% | |
7/31/2025 | Dodds Wealth LLC | 129,831 | $5.50M | 1.5% | +1.0% | 0.064% | |
7/31/2025 | CVA Family Office LLC | 422,690 | $17.91M | 2.5% | +13.8% | 0.209% | |
7/31/2025 | Core Wealth Management Inc. | 6,048 | $256K | 0.1% | N/A | 0.003% | |
7/31/2025 | City State Bank | 9,138 | $387K | 0.1% | -7.4% | 0.005% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 2,074,570 | $87.88M | 1.2% | +118.6% | 1.025% | |
7/31/2025 | Curio Wealth LLC | 823,273 | $34.87M | 15.3% | +195,451.8% | 0.407% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 156,255 | $6.62M | 2.6% | -26.8% | 0.077% | |
7/31/2025 | Washington Trust Advisors Inc. | 31,777 | $1.35M | 0.1% | -9.2% | 0.016% | |
7/31/2025 | AlTi Global Inc. | 219,652 | $9.30M | 0.2% | N/A | 0.109% | |
7/31/2025 | Cardinal Point Capital Management ULC | 13,384 | $567K | 0.0% | -9.7% | 0.007% | |
7/31/2025 | 180 Wealth Advisors LLC | 85,354 | $3.62M | 0.5% | +4.6% | 0.042% | |
7/31/2025 | Warburton Capital Management LLC | 10,890 | $474K | 0.3% | +28.4% | 0.005% | |
7/30/2025 | Bayshore Asset Management LLC | 10,810 | $458K | 0.2% | N/A | 0.005% | |
7/30/2025 | BCM Advisors LLC | 1,291,409 | $56.27M | 12.0% | +0.6% | 0.638% | |
7/30/2025 | Brookstone Capital Management | 11,076 | $469K | 0.0% | -68.0% | 0.005% | |
7/30/2025 | Phillips Financial Management LLC | 1,658 | $70K | 0.0% | -14.8% | 0.001% | |
7/30/2025 | D.A. Davidson & CO. | 123,000 | $5.21M | 0.0% | +0.9% | 0.061% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 304,744 | $13M | 1.5% | +0.9% | 0.151% | |
7/30/2025 | Clune & Associates LTD. | 74,242 | $3.15M | 0.9% | +16.8% | 0.037% | |
7/29/2025 | Financial Symmetry Inc | 29,590 | $1.25M | 0.6% | +5.4% | 0.015% | |
7/29/2025 | Forvis Mazars Wealth Advisors LLC | 376,909 | $15.97M | 0.3% | -25.2% | 0.186% | |
7/29/2025 | Chicago Partners Investment Group LLC | 200,549 | $8.74M | 0.3% | -0.2% | 0.099% | |
7/29/2025 | Level Wealth Management LLC | 142,372 | $6.03M | 3.5% | +0.2% | 0.070% | |
7/29/2025 | Private Wealth Management Group LLC | 420,275 | $17.80M | 5.9% | +30.2% | 0.208% | |
7/29/2025 | Spectrum Investment Advisors Inc. | 627,820 | $26.59M | 15.4% | +4.0% | 0.310% | |
7/29/2025 | Arista Wealth Management LLC | 2,003,960 | $84.89M | 11.7% | +1.4% | 0.990% | |
7/29/2025 | Stratos Wealth Partners LTD. | 88,812 | $3.76M | 0.1% | +23.0% | 0.044% | |
7/29/2025 | AssuredPartners Investment Advisors LLC | 56,046 | $2.37M | 0.6% | -4.0% | 0.028% | |
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7/29/2025 | Two West Capital Advisors LLC | 791,943 | $34.64M | 22.7% | +5.5% | 0.391% | |
7/29/2025 | Stratos Investment Management LLC | 115,079 | $4.88M | 0.2% | +11.1% | 0.057% | |
7/29/2025 | Semitam Bonam LLC | 139,558 | $5.91M | 5.6% | N/A | 0.069% | |
7/29/2025 | Werba Rubin Papier Wealth Management | 33,358 | $1.41M | 0.3% | +14.3% | 0.016% | |
7/29/2025 | Sincerus Advisory LLC | 34,511 | $1.51M | 1.4% | -1.0% | 0.017% | |
7/28/2025 | Dixon Fnancial Services Inc. | 10,381 | $440K | 0.2% | +2.5% | 0.005% | |
7/28/2025 | RCS Financial Planning LLC | 57,437 | $2.43M | 1.2% | -0.7% | 0.028% | |
7/28/2025 | Patten & Patten Inc. TN | 11,718 | $496K | 0.0% | -9.3% | 0.006% | |
7/28/2025 | Delap Wealth Advisory LLC | 11,209 | $475K | 0.2% | N/A | 0.006% | |
7/28/2025 | Cypress Wealth Services LLC | 12,493 | $529K | 0.1% | -1.9% | 0.006% | |