8/8/2025 | Tortoise Investment Management LLC | 171,889 | $9.80M | 0.9% | +2.0% | 0.006% | |
8/8/2025 | MTM Investment Management LLC | 16,348 | $932K | 0.3% | +12.0% | 0.001% | |
8/8/2025 | Firestone Capital Management | 51,881 | $2.96M | 0.7% | +10.1% | 0.002% | |
8/8/2025 | Rockefeller Capital Management L.P. | 3,746,357 | $213.90M | 0.5% | +12.7% | 0.130% | |
8/8/2025 | Kingsview Wealth Management LLC | 90,595 | $5.17M | 0.1% | +5.0% | 0.003% | |
8/8/2025 | Citizens Financial Group Inc. RI | 1,422,417 | $81.09M | 1.3% | +82.2% | 0.049% | |
8/8/2025 | Avantax Advisory Services Inc. | 1,122,532 | $64.00M | 0.4% | +5.6% | 0.039% | |
8/8/2025 | Westwood Holdings Group Inc. | 3,955,066 | $225.48M | 2.0% | +25.1% | 0.137% | |
8/8/2025 | MJP Associates Inc. ADV | 308,525 | $17.59M | 2.6% | +80.4% | 0.011% | |
8/8/2025 | Thoroughbred Financial Services LLC | 58,534 | $3.34M | 0.2% | +4.6% | 0.002% | |
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8/8/2025 | Cetera Investment Advisers | 5,797,391 | $330.51M | 0.6% | +6.0% | 0.201% | |
8/8/2025 | Creative Planning | 132,070,439 | $7.53B | 6.4% | -4.5% | 4.569% | |
8/8/2025 | WealthShield Partners LLC | 18,692 | $1.07M | 0.1% | -7.3% | 0.001% | |
8/8/2025 | Compass Financial Services Inc | 2,524 | $144K | 0.1% | N/A | 0.000% | |
8/8/2025 | Condor Capital Management | 82,342 | $4.69M | 0.4% | -0.8% | 0.003% | |
8/8/2025 | Truepoint Inc. | 3,708,006 | $211.39M | 5.3% | -7.7% | 0.128% | |
8/8/2025 | Meridian Wealth Management LLC | 63,443 | $3.62M | 0.2% | +2.1% | 0.002% | |
8/8/2025 | Opinicus Capital Inc. | 68,964 | $3.93M | 3.0% | +1.1% | 0.002% | |
8/8/2025 | Empower Advisory Group LLC | 315,956 | $18.01M | 0.1% | -7.1% | 0.011% | |
8/8/2025 | Security Financial Services INC. | 172,513 | $9.84M | 1.7% | -1.5% | 0.006% | |
8/8/2025 | Foundations Investment Advisors LLC | 166,759 | $9.51M | 0.2% | +92.7% | 0.006% | |
8/8/2025 | Carl P. Sherr & Co. LLC | 26,035 | $1.48M | 0.8% | +3.6% | 0.001% | |
8/8/2025 | Mittelman Wealth Management | 197,471 | $11.26M | 9.5% | -22.2% | 0.007% | |
8/8/2025 | Stephenson & Company Inc. | 386,689 | $22.05M | 13.4% | +2.3% | 0.013% | |
8/8/2025 | RAM Investment Partners LLC | 17,033 | $971K | 0.2% | +7.6% | 0.001% | |
8/8/2025 | Capstone Financial Advisors Inc. | 8,018 | $457K | 0.0% | -3.8% | 0.000% | |
8/8/2025 | Advisors Capital Management LLC | 580,140 | $33.07M | 0.5% | +2.7% | 0.020% | |
8/8/2025 | L & S Advisors Inc | 36,124 | $2.06M | 0.2% | +11.4% | 0.001% | |
8/8/2025 | Family Firm Inc. | 677,075 | $38.60M | 9.3% | +0.7% | 0.023% | |
8/8/2025 | Davies Financial Advisors Inc. | 3,516 | $200K | 0.2% | -25.9% | 0.000% | |
8/8/2025 | Phoenix Wealth Advisors | 186,068 | $10.61M | 4.4% | +21.2% | 0.006% | |
8/8/2025 | Burling Wealth Partners LLC | 56,903 | $3.24M | 0.6% | -2.9% | 0.002% | |
8/8/2025 | Your Advocates Ltd. LLP | 1,444 | $82K | 0.0% | +115.5% | 0.000% | |
8/8/2025 | Oak Harvest Investment Services | 4,021 | $229K | 0.0% | N/A | 0.000% | |
8/8/2025 | Glassman Wealth Services | 38,540 | $2.20M | 0.3% | +2.4% | 0.001% | |
8/8/2025 | Evolution Wealth Advisors LLC | 6,874 | $392K | 0.1% | +3.8% | 0.000% | |
8/8/2025 | Hibernia Wealth Partners LLC | 7,112 | $405K | 0.1% | N/A | 0.000% | |
8/8/2025 | Chandler Asset Management Inc. | 975,046 | $55.59M | 9.9% | +7.6% | 0.034% | |
8/8/2025 | Clearstead Trust LLC | 22,412 | $1.28M | 0.2% | -2.9% | 0.001% | |
8/8/2025 | Fiera Capital Corp | 511,801 | $29.18M | 0.1% | -1.8% | 0.018% | |
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8/8/2025 | Investment Partners LTD. | 251,120 | $14.32M | 5.4% | +24.0% | 0.009% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 98,062 | $5.59M | 3.5% | +5.2% | 0.003% | |
8/8/2025 | Good Life Advisors LLC | 9,357 | $533K | 0.0% | +42.8% | 0.000% | |
8/8/2025 | Petix & Botte Co | 13,556 | $773K | 0.2% | -12.1% | 0.000% | |
8/8/2025 | D Orazio & Associates Inc. | 568,670 | $32.42M | 4.6% | +11.3% | 0.020% | |
8/8/2025 | First Western Trust Bank | 631,370 | $35.99M | 1.6% | -2.8% | 0.022% | |
8/8/2025 | Smithfield Trust Co | 93,226 | $5.31M | 0.3% | -1.5% | 0.003% | |
8/8/2025 | Breed s Hill Capital LLC | 233,632 | $13.32M | 6.4% | -2.6% | 0.008% | |
8/8/2025 | Hudock Inc. | 396,163 | $22.59M | 3.6% | -1.5% | 0.014% | |
8/8/2025 | Austin Wealth Management LLC | 10,434 | $587K | 0.1% | -18.6% | 0.000% | |
8/8/2025 | Bailard Inc. | 276,374 | $15.76M | 0.4% | -0.6% | 0.010% | |
8/8/2025 | Renasant Bank | 78,978 | $4.50M | 3.0% | -12.3% | 0.003% | |
8/8/2025 | ABC Arbitrage SA | 38,984 | $2.22M | 0.3% | N/A | 0.001% | |
8/8/2025 | Accredited Investors Inc. | 364,214 | $20.76M | 1.2% | -2.6% | 0.013% | |
8/8/2025 | Everett Harris & Co. CA | 11,481 | $655K | 0.0% | -19.3% | 0.000% | |
8/8/2025 | PNC Financial Services Group Inc. | 8,080,383 | $460.66M | 0.3% | -1.0% | 0.280% | |
8/8/2025 | Wealth Alliance LLC | 10,542 | $601K | 0.1% | -3.8% | 0.000% | |
8/8/2025 | SBI Securities Co. Ltd. | 204,002 | $11.63M | 0.3% | +3.3% | 0.007% | |
8/8/2025 | Ironwood Investment Counsel LLC | 50,664 | $2.89M | 0.4% | -2.1% | 0.002% | |
8/8/2025 | JFG Wealth Management LLC | 1,053,909 | $60.08M | 12.6% | +4.7% | 0.036% | |
8/8/2025 | Advyzon Investment Management LLC | 41,711 | $2.38M | 0.5% | N/A | 0.001% | |
8/8/2025 | IMA Advisory Services Inc. | 25,047 | $1.43M | 0.2% | +2.0% | 0.001% | |
8/8/2025 | VeraBank N.A. | 12,301 | $701K | 0.1% | +45.3% | 0.000% | |
8/7/2025 | Verus Capital Partners LLC | 38,643 | $2.20M | 0.2% | +1.0% | 0.001% | |
8/7/2025 | Fund Evaluation Group LLC | 11,328 | $646K | 0.0% | +4.0% | 0.000% | |
8/7/2025 | Cascade Financial Partners LLC | 646,133 | $36.84M | 4.4% | +2.0% | 0.022% | |
8/7/2025 | Mayport LLC | 535,975 | $30.56M | 7.3% | +1.6% | 0.019% | |
8/7/2025 | CENTRAL TRUST Co | 991,745 | $56.54M | 1.3% | +12.9% | 0.034% | |
8/7/2025 | Nwam LLC | 100,054 | $5.67M | 0.5% | +24.7% | 0.003% | |
8/7/2025 | Montag A & Associates Inc. | 9,506 | $542K | 0.0% | -9.5% | 0.000% | |
8/7/2025 | 49 Wealth Management LLC | 491,251 | $28.01M | 2.9% | +16.4% | 0.017% | |
8/7/2025 | Birchcreek Wealth Management LLC | 20,831 | $1.19M | 0.7% | +19.7% | 0.001% | |
8/7/2025 | Midland Wealth Advisors LLC | 26,743 | $1.53M | 0.1% | -3.2% | 0.001% | |
8/7/2025 | Aspen Wealth Strategies LLC | 4,868 | $278K | 0.2% | N/A | 0.000% | |
8/7/2025 | Wealth Forward LLC | 358,244 | $20.42M | 13.7% | -1.1% | 0.012% | |
8/7/2025 | Vise Technologies Inc. | 190,199 | $10.84M | 0.4% | N/A | 0.007% | |
8/7/2025 | Topel & Distasi Wealth Management LLC | 94,469 | $5.39M | 2.8% | -5.4% | 0.003% | |
8/7/2025 | Cahill Financial Advisors Inc. | 567,596 | $32.36M | 4.0% | +10.1% | 0.020% | |
8/7/2025 | Alpha Cubed Investments LLC | 10,935 | $623K | 0.0% | +168.3% | 0.000% | |
8/7/2025 | Allworth Financial LP | 476,779 | $27.18M | 0.1% | +27.4% | 0.016% | |
8/7/2025 | Tillman Hartley LLC | 17,159 | $978K | 0.3% | +215.5% | 0.001% | |
8/7/2025 | Hughes Financial Services LLC | 79,325 | $4.55M | 0.8% | -31.2% | 0.003% | |
8/7/2025 | BOK Financial Private Wealth Inc. | 2,279,124 | $129.93M | 8.7% | +67.5% | 0.079% | |
8/7/2025 | Davis R M Inc. | 2,087,843 | $119.03M | 2.2% | +9.5% | 0.072% | |
8/7/2025 | Fountainhead AM LLC | 13,229 | $754K | 0.1% | +139.9% | 0.000% | |
8/7/2025 | TFO Wealth Partners LLC | 4,424,274 | $252.23M | 44.4% | +1.0% | 0.153% | |
8/7/2025 | Fidelis Capital Partners LLC | 136,196 | $7.81M | 0.7% | -2.5% | 0.005% | |
8/7/2025 | Summit X LLC | 12,810 | $730K | 0.1% | +110.3% | 0.000% | |
8/7/2025 | Fonville Wealth Management LLC | 193,905 | $11.06M | 2.8% | +2.5% | 0.007% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 442,058 | $25.20M | 2.1% | +4.5% | 0.015% | |
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8/7/2025 | Midwest Trust Co | 1,454,549 | $82.92M | 1.1% | N/A | 0.050% | |
8/7/2025 | Efficient Advisors LLC | 757,359 | $43.18M | 2.6% | -5.4% | 0.026% | |
8/7/2025 | Brio Consultants LLC | 22,183 | $1.27M | 0.2% | -9.0% | 0.001% | |
8/7/2025 | 1ST Source Bank | 615,598 | $35.10M | 1.9% | +1.1% | 0.021% | |
8/7/2025 | Global Wealth Management Investment Advisory Inc. | 43,214 | $2.46M | 0.5% | -5.3% | 0.001% | |
8/7/2025 | Sound View Wealth Advisors Group LLC | 15,518 | $885K | 0.1% | +11.0% | 0.001% | |
8/7/2025 | Delta Financial Advisors LLC | 36,270 | $2.07M | 0.7% | +36.9% | 0.001% | |
8/7/2025 | Alpha Financial Advisors LLC | 12,625 | $720K | 0.3% | +96.0% | 0.000% | |
8/7/2025 | Parkside Financial Bank & Trust | 69,477 | $3.96M | 0.4% | +41.3% | 0.002% | |
8/7/2025 | WESCAP Management Group Inc. | 218,824 | $12.48M | 2.8% | +20.8% | 0.008% | |