| 5/2/2025 | Forum Financial Management LP | 1,214,794 | $50.06M | 0.8% | -8.5% | 0.446% | |
| 5/2/2025 | KM Capital Management Ltd. | 6,248 | $257K | 0.1% | -20.4% | 0.002% | |
| 5/2/2025 | Kooman & Associates | 435,064 | $17.93M | 6.6% | +0.3% | 0.160% | |
| 5/2/2025 | BIP Wealth LLC | 245,170 | $10.10M | 0.7% | +4.9% | 0.090% | |
| 5/2/2025 | Bridgewater Advisors Inc. | 257,301 | $10.14M | 0.9% | +0.1% | 0.094% | |
| 5/2/2025 | Larson Financial Group LLC | 343,605 | $14.16M | 0.7% | -1.5% | 0.126% | |
| 5/2/2025 | Summit Wealth Group LLC | 285,710 | $11.77M | 3.4% | +8.2% | 0.105% | |
| 5/2/2025 | Fortress Wealth Management Inc. | 10,675 | $440K | 0.2% | -5.3% | 0.004% | |
| 5/2/2025 | Mosaic Family Wealth Partners LLC | 345,808 | $14.25M | 2.0% | +0.4% | 0.127% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 2,895 | $119K | 0.0% | N/A | 0.001% | |
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| 5/2/2025 | Melfa Wealth Management Inc. | 63,662 | $2.62M | 1.8% | -0.4% | 0.023% | |
| 5/2/2025 | Accredited Investor Services LLC | 20,573 | $848K | 0.7% | +1.6% | 0.008% | |
| 5/2/2025 | Lauer Wealth LLC | 6,150 | $242K | 0.2% | -44.8% | 0.002% | |
| 5/2/2025 | Apollon Wealth Management LLC | 23,554 | $971K | 0.0% | -11.3% | 0.009% | |
| 5/2/2025 | Signaturefd LLC | 19,319 | $796K | 0.0% | -2.1% | 0.007% | |
| 5/1/2025 | Legacy Financial Group Inc. | 449,579 | $18.53M | 5.9% | +0.8% | 0.165% | |
| 5/1/2025 | LRI Investments LLC | 530,110 | $21.85M | 1.9% | +2,268.5% | 0.195% | |
| 5/1/2025 | Asset Dedication LLC | 1,715 | $71K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | Woodside Wealth Management LLC | 63,125 | $2.60M | 2.4% | N/A | 0.023% | |
| 5/1/2025 | CWM LLC | 78,058 | $3.22M | 0.0% | +4.1% | 0.029% | |
| 5/1/2025 | TruNorth Capital Management LLC | 163,977 | $6.76M | 1.7% | -0.4% | 0.060% | |
| 5/1/2025 | Valued Wealth Advisors LLC | 51,592 | $2.13M | 1.3% | +12.8% | 0.019% | |
| 5/1/2025 | Peirce Capital Management LLC | 185,326 | $7.64M | 3.8% | -1.6% | 0.068% | |
| 5/1/2025 | ARK & TLK Investments LLC | 64,483 | $2.66M | 0.9% | +3.9% | 0.024% | |
| 5/1/2025 | Fonville Wealth Management LLC | 57,058 | $2.35M | 0.7% | -1.5% | 0.021% | |
| 4/30/2025 | Vestia Personal Wealth Advisors | 209,450 | $8.63M | 6.5% | +7.8% | 0.077% | |
| 4/30/2025 | Prudent Man Investment Management Inc. | 452,018 | $18.50M | 10.3% | -0.1% | 0.166% | |
| 4/30/2025 | Cerity Partners LLC | 2,418,447 | $99.66M | 0.2% | -2.7% | 0.888% | |
| 4/30/2025 | TRU Independence Asset Management 2 LLC | 34,401 | $1.42M | 1.1% | -6.7% | 0.013% | |
| 4/30/2025 | Financial Synergies Wealth Advisors Inc. | 316,132 | $13.03M | 1.6% | +0.3% | 0.116% | |
| 4/30/2025 | Narus Financial Partners LLC | 16,538 | $682K | 0.2% | -1.8% | 0.006% | |
| 4/30/2025 | Allworth Financial LP | 728,180 | $28.60M | 0.2% | -1.8% | 0.267% | |
| 4/30/2025 | Poinciana Advisors Group LLC | 52,069 | $2.15M | 2.2% | -4.6% | 0.019% | |
| 4/30/2025 | Index Fund Advisors Inc. | 5,409,149 | $222.91M | 13.8% | -12.2% | 1.986% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 20,165 | $831K | 0.1% | +2.5% | 0.007% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 28,261 | $1.17M | 0.0% | -2.4% | 0.010% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 107,929 | $4.45M | 0.1% | -1.2% | 0.040% | |
| 4/30/2025 | Aurelius Family Office LLC | 49,406 | $2.04M | 1.0% | -5.0% | 0.018% | |
| 4/30/2025 | Brown Advisory Inc. | 47,900 | $1.97M | 0.0% | -8.0% | 0.018% | |
| 4/30/2025 | Planning Directions Inc. | 6,189 | $255K | 0.1% | N/A | 0.002% | |
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| 4/29/2025 | Financial Counselors Inc. | 19,454 | $802K | 0.0% | -4.4% | 0.007% | |
| 4/29/2025 | Capital Advisors Inc. OK | 12,628 | $520K | 0.0% | +59.5% | 0.005% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 30,475,238 | $1.26B | 0.4% | -10.0% | 11.191% | |
| 4/29/2025 | Cloud Capital Management LLC | 38,809 | $1.60M | 1.1% | N/A | 0.014% | |
| 4/29/2025 | Compass Wealth Management LLC | 1,734 | $71K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Bank of New York Mellon Corp | 72,590 | $2.99M | 0.0% | -3.4% | 0.027% | |
| 4/29/2025 | Jackson Thornton Wealth Management LLC | 1,720,713 | $65.58M | 8.7% | 0.0% | 0.632% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 20,951 | $863K | 0.1% | +91.3% | 0.008% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 360,578 | $14.86M | 0.2% | -4.2% | 0.132% | |
| 4/29/2025 | Baker Boyer National Bank | 467,422 | $19.26M | 7.1% | +1.1% | 0.172% | |
| 4/29/2025 | Avantax Planning Partners Inc. | 37,536 | $1.55M | 0.1% | +2.6% | 0.014% | |
| 4/29/2025 | Aviance Capital Partners LLC | 7,638 | $315K | 0.0% | N/A | 0.003% | |
| 4/28/2025 | Clune & Associates LTD. | 451,256 | $18.60M | 5.7% | +6.7% | 0.166% | |
| 4/28/2025 | Axis Wealth Partners LLC | 67,048 | $2.76M | 2.0% | +11.8% | 0.025% | |
| 4/28/2025 | CarsonAllaria Wealth Management Ltd. | 151,076 | $6.23M | 3.6% | -0.3% | 0.055% | |
| 4/28/2025 | Rossby Financial LCC | 13,750 | $538K | 0.2% | +15.2% | 0.005% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 4,998 | $206K | 0.0% | N/A | 0.002% | |
| 4/28/2025 | BetterWealth LLC | 23,419 | $965K | 0.3% | -51.7% | 0.009% | |
| 4/25/2025 | Mather Group LLC. | 622,937 | $25.67M | 0.3% | +94.3% | 0.229% | |
| 4/25/2025 | Heritage Investment Group Inc. | 946,728 | $39.02M | 7.3% | -2.5% | 0.348% | |
| 4/25/2025 | EnRich Financial Partners LLC | 139,178 | $5.74M | 1.9% | -1.1% | 0.051% | |
| 4/25/2025 | DiNuzzo Private Wealth Inc. | 479,139 | $19.75M | 2.5% | -0.5% | 0.176% | |
| 4/25/2025 | Northwest Wealth Management LLC | 134,335 | $5.54M | 1.1% | +3.9% | 0.049% | |
| 4/25/2025 | Sollinda Capital Management LLC | 38,825 | $1.60M | 0.4% | +38.8% | 0.014% | |
| 4/25/2025 | Grunden Financial Advisory Inc. | 383,854 | $15.82M | 7.7% | -4.1% | 0.141% | |
| 4/25/2025 | Root Financial Partners LLC | 1,360,879 | $56.10M | 6.0% | -10.4% | 0.500% | |
| 4/24/2025 | Confluence Wealth Services Inc. | 269,725 | $10.42M | 0.7% | +13.4% | 0.099% | |
| 4/24/2025 | Shore Point Advisors LLC | 13,725 | $566K | 0.3% | +2.3% | 0.005% | |
| 4/24/2025 | Oakworth Capital Inc. | 9,578 | $395K | 0.0% | +49.4% | 0.004% | |
| 4/24/2025 | Beacon Financial Advisory LLC | 36,338 | $1.50M | 0.5% | -8.7% | 0.013% | |
| 4/24/2025 | TFC Financial Management Inc. | 942,242 | $38.83M | 5.9% | -1.5% | 0.345% | |
| 4/24/2025 | Stone Summit Wealth LLC | 49,960 | $2.06M | 0.7% | -0.5% | 0.018% | |
| 4/24/2025 | Intelligent Financial Strategies | 113,433 | $4.68M | 2.4% | -1.4% | 0.041% | |
| 4/24/2025 | Family CFO Inc | 49,454 | $2.04M | 1.1% | +5.9% | 0.018% | |
| 4/23/2025 | Austin Asset Management Co Inc | 338,165 | $13.94M | 3.1% | -7.1% | 0.124% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 404,406 | $16.67M | 0.1% | +9.6% | 0.148% | |
| 4/23/2025 | Vannoy Advisory Group Inc. | 99,769 | $4.11M | 3.0% | +0.3% | 0.036% | |
| 4/23/2025 | Perigon Wealth Management LLC | 13,177 | $543K | 0.0% | -61.6% | 0.005% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 5,057 | $208K | 0.0% | N/A | 0.002% | |
| 4/23/2025 | Spire Wealth Management | 317,204 | $13.07M | 0.4% | +3.1% | 0.116% | |
| 4/23/2025 | Timonier Family Office LTD. | 724,177 | $29.84M | 13.2% | +9.6% | 0.265% | |
| 4/23/2025 | RAM Investment Partners LLC | 31,834 | $1.31M | 0.3% | -2.0% | 0.012% | |
| 4/23/2025 | Ruedi Wealth Management Inc. | 354,670 | $14.62M | 4.6% | -1.9% | 0.130% | |
| 4/23/2025 | Symmetry Partners LLC | 677,408 | $27.92M | 3.9% | -6.2% | 0.248% | |
| 4/23/2025 | PBMares Wealth Management LLC | 360,119 | $14.84M | 3.0% | -5.7% | 0.132% | |
| 4/23/2025 | Embree Financial Group | 187,498 | $7.73M | 1.3% | -15.3% | 0.069% | |
| 4/23/2025 | Foundation Wealth Management LLC PA | 56,931 | $2.35M | 1.1% | -0.7% | 0.021% | |
| 4/22/2025 | Diversified Portfolios Inc. | 303,213 | $12.50M | 1.3% | -0.4% | 0.111% | |
| 4/22/2025 | Dopkins Wealth Management LLC | 450,595 | $18.57M | 9.4% | +0.9% | 0.165% | |
| 4/22/2025 | JFS Wealth Advisors LLC | 159,185 | $6.56M | 0.4% | -11.1% | 0.058% | |
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This obscure company could be at the center of the next trillion-dollar energy revolution. One company’s discovery could change power forever |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 113,729 | $4.69M | 0.0% | -3.6% | 0.042% | |
| 4/22/2025 | Moisand Fitzgerald Tamayo LLC | 586,765 | $24.18M | 3.3% | -2.0% | 0.215% | |
| 4/22/2025 | Dixon Fnancial Services Inc. | 775,179 | $31.95M | 17.3% | -0.5% | 0.284% | |
| 4/22/2025 | Applied Capital LLC | 32,147 | $1.33M | 0.7% | -1.3% | 0.012% | |
| 4/22/2025 | Marietta Wealth Management LLC | 21,870 | $901K | 0.1% | -6.7% | 0.008% | |
| 4/22/2025 | Cordant Inc. | 36,659 | $1.51M | 0.8% | -4.6% | 0.013% | |
| 4/22/2025 | Elser Financial Planning Inc | 7,327 | $302K | 0.4% | -99.3% | 0.003% | |
| 4/22/2025 | Evanson Asset Management LLC | 1,310,922 | $54.02M | 3.9% | -1.9% | 0.480% | |
| 4/22/2025 | Heritage Wealth Management Inc. Texas | 728,145 | $30.01M | 17.4% | +1.8% | 0.266% | |
| 4/21/2025 | Kraft Asset Management LLC | 294,231 | $12.13M | 11.1% | -5.6% | 0.108% | |
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