8/8/2025 | Tortoise Investment Management LLC | 143,996 | $3.18M | 0.3% | -0.7% | 0.007% | |
8/8/2025 | Firestone Capital Management | 319,341 | $7.06M | 1.7% | +1.5% | 0.014% | |
8/8/2025 | Rockefeller Capital Management L.P. | 223,766 | $4.95M | 0.0% | +50.7% | 0.010% | |
8/8/2025 | Kingsview Wealth Management LLC | 89,458 | $1.98M | 0.0% | +6.5% | 0.004% | |
8/8/2025 | Citizens Financial Group Inc. RI | 1,733,768 | $38.32M | 0.6% | +41.6% | 0.078% | |
8/8/2025 | Avantax Advisory Services Inc. | 1,781,173 | $39.36M | 0.2% | +1.5% | 0.080% | |
8/8/2025 | Keyvantage Wealth LLC | 1,072,499 | $23.70M | 10.6% | +1.4% | 0.048% | |
8/8/2025 | Cetera Investment Advisers | 1,515,662 | $33.50M | 0.1% | +3.1% | 0.068% | |
8/8/2025 | Creative Planning | 41,355,792 | $913.96M | 0.8% | +0.2% | 1.867% | |
8/8/2025 | Advisory Resource Group | 12,075 | $267K | 0.1% | N/A | 0.001% | |
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8/8/2025 | WealthShield Partners LLC | 846,559 | $18.71M | 2.3% | -2.3% | 0.038% | |
8/8/2025 | Condor Capital Management | 162,016 | $3.58M | 0.3% | -0.5% | 0.007% | |
8/8/2025 | Truepoint Inc. | 3,582,392 | $79.17M | 2.0% | -3.7% | 0.162% | |
8/8/2025 | Meridian Wealth Management LLC | 558,332 | $12.34M | 0.5% | -0.8% | 0.025% | |
8/8/2025 | Empower Advisory Group LLC | 184,001,503 | $4.07B | 12.2% | -0.4% | 8.307% | |
8/8/2025 | Foundations Investment Advisors LLC | 92,822 | $2.05M | 0.0% | +30.9% | 0.004% | |
8/8/2025 | Stephenson & Company Inc. | 9,207 | $203K | 0.1% | -20.7% | 0.000% | |
8/8/2025 | Capstone Financial Advisors Inc. | 23,191 | $513K | 0.0% | N/A | 0.001% | |
8/8/2025 | Advisors Capital Management LLC | 224,610 | $4.96M | 0.1% | +6.7% | 0.010% | |
8/8/2025 | Family Firm Inc. | 17,918 | $396K | 0.1% | +30.2% | 0.001% | |
8/8/2025 | Omega Financial Group LLC | 111,134 | $2.46M | 0.9% | +3.1% | 0.005% | |
8/8/2025 | Davies Financial Advisors Inc. | 10,804 | $239K | 0.2% | N/A | 0.000% | |
8/8/2025 | Bailard Inc. | 371,216 | $8.20M | 0.2% | -0.2% | 0.017% | |
8/8/2025 | Accredited Investors Inc. | 14,725 | $325K | 0.0% | -17.1% | 0.001% | |
8/8/2025 | VERITY Wealth Advisors | 106,978 | $2.36M | 1.6% | -3.7% | 0.005% | |
8/8/2025 | Ironwood Investment Counsel LLC | 14,715 | $325K | 0.0% | -20.4% | 0.001% | |
8/8/2025 | JFG Wealth Management LLC | 159,020 | $3.51M | 0.7% | +7.4% | 0.007% | |
8/8/2025 | Brickley Wealth Management | 73,480 | $1.62M | 0.3% | +1.1% | 0.003% | |
8/8/2025 | eCIO Inc. | 747,027 | $16.51M | 7.0% | -2.1% | 0.034% | |
8/8/2025 | Advyzon Investment Management LLC | 50,201 | $1.11M | 0.2% | N/A | 0.002% | |
8/8/2025 | IMA Advisory Services Inc. | 417,626 | $9.23M | 1.0% | -2.9% | 0.019% | |
8/7/2025 | Fund Evaluation Group LLC | 4,804,438 | $106.18M | 4.1% | +19.7% | 0.217% | |
8/7/2025 | Cascade Financial Partners LLC | 48,144 | $1.06M | 0.1% | +1.3% | 0.002% | |
8/7/2025 | Mayport LLC | 16,866 | $373K | 0.1% | +24.5% | 0.001% | |
8/7/2025 | Fagan Associates Inc. | 47,822 | $1.06M | 0.2% | -3.8% | 0.002% | |
8/7/2025 | New England Private Wealth Advisors LLC | 21,211 | $467K | 0.1% | +4.0% | 0.001% | |
8/7/2025 | Lakeridge Wealth Management LLC | 9,902 | $219K | 0.1% | -10.3% | 0.000% | |
8/7/2025 | 49 Wealth Management LLC | 13,206 | $292K | 0.0% | -11.5% | 0.001% | |
8/7/2025 | Laffer Tengler Investments Inc. | 49,539 | $1.10M | 0.2% | N/A | 0.002% | |
8/7/2025 | Vise Technologies Inc. | 146,229 | $3.23M | 0.1% | N/A | 0.007% | |
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8/7/2025 | Cahill Financial Advisors Inc. | 165,619 | $3.66M | 0.5% | +0.5% | 0.007% | |
8/7/2025 | Alpha Cubed Investments LLC | 11,446 | $253K | 0.0% | N/A | 0.001% | |
8/7/2025 | Allworth Financial LP | 348,344 | $7.70M | 0.0% | -6.3% | 0.016% | |
8/7/2025 | BOK Financial Private Wealth Inc. | 330,088 | $7.30M | 0.5% | +0.8% | 0.015% | |
8/7/2025 | Ascension Capital Advisors Inc. | 398,994 | $8.82M | 3.7% | +0.4% | 0.018% | |
8/7/2025 | Shared Vision Wealth Group LLC | 12,146 | $265K | 0.1% | N/A | 0.001% | |
8/7/2025 | Arbor Trust Wealth Advisors LLC | 399,129 | $8.82M | 4.3% | -14.8% | 0.018% | |
8/7/2025 | Winthrop Capital Management LLC | 343,436 | $7.59M | 1.9% | -0.4% | 0.016% | |
8/7/2025 | Summit Asset Management LLC | 1,572,175 | $34.75M | 5.7% | +1.6% | 0.071% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 31,104 | $687K | 0.4% | N/A | 0.001% | |
8/7/2025 | FDx Advisors Inc. | 67,427 | $1.49M | 0.5% | -1.5% | 0.003% | |
8/7/2025 | Brio Consultants LLC | 62,534 | $1.38M | 0.2% | +211.2% | 0.003% | |
8/7/2025 | Rollins Financial Advisors LLC | 11,611 | $257K | 0.0% | -8.9% | 0.001% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 186,103 | $4.11M | 0.3% | +267.7% | 0.008% | |
8/7/2025 | Parkside Financial Bank & Trust | 19,783 | $437K | 0.0% | -14.6% | 0.001% | |
8/6/2025 | Prospera Financial Services Inc | 13,311 | $294K | 0.0% | +10.1% | 0.001% | |
8/6/2025 | RWA Wealth Partners LLC | 494,047 | $10.92M | 0.1% | +4.4% | 0.022% | |
8/6/2025 | True Wealth Design LLC | 3,630 | $80K | 0.0% | -28.8% | 0.000% | |
8/6/2025 | Summit Investment Advisors Inc. | 70,787 | $1.40M | 1.2% | -4.8% | 0.003% | |
8/6/2025 | Bensler LLC | 28,868 | $638K | 0.1% | -29.1% | 0.001% | |
8/6/2025 | AE Wealth Management LLC | 2,010,894 | $44.44M | 0.3% | +62.2% | 0.091% | |
8/6/2025 | Stokes Family Office LLC | 810,656 | $17.92M | 1.9% | -3.1% | 0.037% | |
8/6/2025 | Garrison Point Advisors LLC | 107,696 | $2.38M | 1.1% | +13.0% | 0.005% | |
8/6/2025 | Summit Wealth & Retirement Planning Inc. | 1,271,836 | $28.11M | 7.5% | +1.8% | 0.057% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 30,487 | $674K | 0.1% | +8.0% | 0.001% | |
8/6/2025 | KCM Investment Advisors LLC | 23,592 | $521K | 0.0% | +71.0% | 0.001% | |
8/6/2025 | Capasso Planning Partners LLC | 45,753 | $1.01M | 0.6% | -18.0% | 0.002% | |
8/6/2025 | Rialto Wealth Management LLC | 248,787 | $5.50M | 1.5% | -5.6% | 0.011% | |
8/6/2025 | Aspect Partners LLC | 21,028 | $465K | 0.2% | +1,176.7% | 0.001% | |
8/6/2025 | Reston Wealth Management LLC | 372,016 | $8.22M | 2.9% | +20.9% | 0.017% | |
8/6/2025 | ETF Store Inc. | 21,562 | $477K | 0.6% | +6.6% | 0.001% | |
8/6/2025 | Paulson Wealth Management Inc. | 10,279 | $227K | 0.1% | -18.3% | 0.000% | |
8/6/2025 | Savant Capital LLC | 900,494 | $19.90M | 0.1% | -2.4% | 0.041% | |
8/6/2025 | Texas Yale Capital Corp. | 207,353 | $4.58M | 0.2% | +14.0% | 0.009% | |
8/6/2025 | Modera Wealth Management LLC | 270,499 | $5.98M | 0.1% | -2.7% | 0.012% | |
8/6/2025 | Soltis Investment Advisors LLC | 657,324 | $14.53M | 1.1% | +11.6% | 0.030% | |
8/6/2025 | Mascagni Wealth Management Inc. | 56,171 | $1.24M | 1.1% | -13.1% | 0.003% | |
8/6/2025 | HORAN Wealth LLC | 102,463 | $2.26M | 0.7% | N/A | 0.005% | |
8/6/2025 | Fairway Financial LLC | 430,879 | $9.52M | 8.1% | -3.0% | 0.019% | |
8/6/2025 | SouthState Corp | 51,539 | $1.14M | 0.0% | -1.3% | 0.002% | |
8/6/2025 | Horan Securities Inc. | 24,859 | $549K | 0.2% | +2.7% | 0.001% | |
8/6/2025 | Atlantic Union Bankshares Corp | 18,672 | $413K | 0.0% | N/A | 0.001% | |
8/6/2025 | Blue Investment Partners LLC | 65,523 | $1.45M | 0.5% | N/A | 0.003% | |
8/6/2025 | SNS Financial Group LLC | 3,663,182 | $80.96M | 7.7% | +0.6% | 0.165% | |
8/6/2025 | ORBA Wealth Advisors L.L.C. | 18,288 | $404K | 0.4% | -10.8% | 0.001% | |
8/5/2025 | Blue Barn Wealth LLC | 861,569 | $19.04M | 9.0% | +1.5% | 0.039% | |
8/5/2025 | Main Street Research LLC | 9,606 | $212K | 0.0% | N/A | 0.000% | |
8/5/2025 | Claro Advisors LLC | 31,509 | $696K | 0.1% | +7.5% | 0.001% | |
8/5/2025 | Sunburst Financial Group LLC | 58,559 | $1.29M | 0.3% | -1.6% | 0.003% | |
8/5/2025 | NewSquare Capital LLC | 16,164 | $357K | 0.0% | +7.1% | 0.001% | |
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8/5/2025 | Towercrest Capital Management | 859,056 | $18.99M | 3.4% | +0.9% | 0.039% | |
8/5/2025 | Code Waechter LLC | 58,530 | $1.29M | 0.9% | -19.2% | 0.003% | |
8/5/2025 | Holistic Financial Partners | 532,904 | $11.78M | 5.2% | -0.2% | 0.024% | |
8/5/2025 | Bridgewater Advisors Inc. | 27,393 | $606K | 0.0% | -3.4% | 0.001% | |
8/5/2025 | Bank of New York Mellon Corp | 368,539 | $8.15M | 0.0% | +15.6% | 0.017% | |
8/5/2025 | Freestone Capital Holdings LLC | 125,589 | $2.78M | 0.1% | -23.0% | 0.006% | |
8/5/2025 | Bank of Montreal Can | 286,768 | $6.34M | 0.0% | +2.8% | 0.013% | |
8/5/2025 | Benchmark Financial Wealth Advisors LLC | 1,252,546 | $27.68M | 9.2% | +4.9% | 0.057% | |
8/5/2025 | Hutchens & Kramer Investment Management Group LLC | 16,354 | $361K | 0.2% | +26.4% | 0.001% | |
8/5/2025 | Sigma Planning Corp | 58,130 | $1.29M | 0.0% | +14.5% | 0.003% | |