8/8/2025 | Tortoise Investment Management LLC | 65,080 | $3.19M | 0.3% | -7.3% | 0.008% | |
8/8/2025 | Blankinship & Foster LLC | 24,753 | $1.21M | 0.3% | +62.5% | 0.003% | |
8/8/2025 | Firestone Capital Management | 187,401 | $9.19M | 2.2% | -1.3% | 0.024% | |
8/8/2025 | Rockefeller Capital Management L.P. | 181,432 | $8.90M | 0.0% | +24.5% | 0.024% | |
8/8/2025 | Kingsview Wealth Management LLC | 87,631 | $4.30M | 0.1% | -15.9% | 0.011% | |
8/8/2025 | Avantax Advisory Services Inc. | 102,130 | $5.01M | 0.0% | -39.6% | 0.013% | |
8/8/2025 | Keyvantage Wealth LLC | 14,574 | $715K | 0.3% | -26.2% | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 640,928 | $31.43M | 0.1% | +10.6% | 0.083% | |
8/8/2025 | Creative Planning | 26,851,781 | $1.32B | 1.1% | +2.7% | 3.487% | |
8/8/2025 | Altiora Financial Group LLC | 174,193 | $8.54M | 1.7% | +0.2% | 0.023% | |
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8/8/2025 | WealthShield Partners LLC | 29,280 | $1.44M | 0.2% | +7.2% | 0.004% | |
8/8/2025 | Truepoint Inc. | 45,589 | $2.24M | 0.1% | +81.0% | 0.006% | |
8/8/2025 | Meridian Wealth Management LLC | 62,993 | $3.09M | 0.1% | -3.0% | 0.008% | |
8/8/2025 | Empower Advisory Group LLC | 332,078 | $16.28M | 0.0% | -3.4% | 0.043% | |
8/8/2025 | Prospect Financial Services LLC | 15,186 | $745K | 0.4% | -19.5% | 0.002% | |
8/8/2025 | Capstone Financial Advisors Inc. | 179,431 | $8.80M | 0.5% | +99.2% | 0.023% | |
8/8/2025 | Burling Wealth Partners LLC | 13,139 | $644K | 0.1% | N/A | 0.002% | |
8/8/2025 | Glassman Wealth Services | 101,282 | $4.97M | 0.8% | -29.5% | 0.013% | |
8/8/2025 | Evolution Wealth Advisors LLC | 71,191 | $3.49M | 0.5% | +74.5% | 0.009% | |
8/8/2025 | Avalon Trust Co | 994 | $49K | 0.0% | N/A | 0.000% | |
8/8/2025 | W.H. Cornerstone Investments Inc. | 16,624 | $815K | 0.5% | +115.9% | 0.002% | |
8/8/2025 | Good Life Advisors LLC | 7,712 | $378K | 0.0% | +50.6% | 0.001% | |
8/8/2025 | Smithfield Trust Co | 218,242 | $10.70M | 0.5% | -4.2% | 0.028% | |
8/8/2025 | Hudock Inc. | 8,089 | $397K | 0.1% | -5.4% | 0.001% | |
8/8/2025 | Bailard Inc. | 59,062 | $2.90M | 0.1% | -2.8% | 0.008% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,374,390 | $116.42M | 0.1% | -1.4% | 0.308% | |
8/8/2025 | Wealth Alliance LLC | 94,696 | $4.64M | 0.5% | +0.8% | 0.012% | |
8/8/2025 | Apex Wealth Management LLC | 6,486 | $318K | 0.3% | N/A | 0.001% | |
8/8/2025 | Advyzon Investment Management LLC | 59,456 | $2.92M | 0.6% | -9.2% | 0.008% | |
8/7/2025 | Cascade Financial Partners LLC | 146,601 | $7.19M | 0.9% | +5.6% | 0.019% | |
8/7/2025 | Mayport LLC | 12,955 | $635K | 0.2% | -2.9% | 0.002% | |
8/7/2025 | Lakeridge Wealth Management LLC | 5,139 | $252K | 0.1% | -10.4% | 0.001% | |
8/7/2025 | CENTRAL TRUST Co | 2,284 | $112K | 0.0% | -12.9% | 0.000% | |
8/7/2025 | Nwam LLC | 64,556 | $3.17M | 0.3% | -38.2% | 0.008% | |
8/7/2025 | Aspen Wealth Strategies LLC | 10,776 | $528K | 0.3% | +5.0% | 0.001% | |
8/7/2025 | Timonier Family Office LTD. | 70,014 | $3.43M | 1.3% | -1.2% | 0.009% | |
8/7/2025 | Vise Technologies Inc. | 217,315 | $10.66M | 0.4% | N/A | 0.028% | |
8/7/2025 | Cahill Financial Advisors Inc. | 26,021 | $1.28M | 0.2% | -2.2% | 0.003% | |
8/7/2025 | Alpha Cubed Investments LLC | 9,288 | $455K | 0.0% | +31.2% | 0.001% | |
8/7/2025 | Allworth Financial LP | 702,670 | $34.45M | 0.2% | +6.9% | 0.091% | |
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8/7/2025 | Addison Advisors LLC | 3,768 | $185K | 0.0% | +23.2% | 0.000% | |
8/7/2025 | Fidelis Capital Partners LLC | 50,645 | $2.48M | 0.2% | -44.3% | 0.007% | |
8/7/2025 | Shared Vision Wealth Group LLC | 65,770 | $3.20M | 1.6% | +3.1% | 0.009% | |
8/7/2025 | King Luther Capital Management Corp | 112,049 | $5.49M | 0.0% | -9.1% | 0.015% | |
8/7/2025 | Roberts Glore & Co. Inc. IL | 169,097 | $8.29M | 2.4% | -17.6% | 0.022% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 105,305 | $5.16M | 0.4% | +38.4% | 0.014% | |
8/7/2025 | Midwest Trust Co | 38,850 | $1.91M | 0.0% | N/A | 0.005% | |
8/7/2025 | FDx Advisors Inc. | 48,900 | $2.40M | 0.7% | +0.4% | 0.006% | |
8/7/2025 | Brio Consultants LLC | 9,963 | $488K | 0.1% | -68.2% | 0.001% | |
8/7/2025 | Global Wealth Management Investment Advisory Inc. | 8,677 | $425K | 0.1% | +2.7% | 0.001% | |
8/7/2025 | Parkside Financial Bank & Trust | 20,735 | $1.02M | 0.1% | +6.7% | 0.003% | |
8/7/2025 | Retirement Investment Advisors Inc. | 93,234 | $4.57M | 0.4% | -2.2% | 0.012% | |
8/6/2025 | Prospera Financial Services Inc | 18,678 | $916K | 0.0% | -27.0% | 0.002% | |
8/6/2025 | RWA Wealth Partners LLC | 3,638,035 | $178.37M | 2.2% | +6.0% | 0.472% | |
8/6/2025 | Titan Global Capital Management USA LLC | 21,146 | $1.04M | 0.2% | -12.2% | 0.003% | |
8/6/2025 | Cannon Financial Strategists Inc. | 53,701 | $2.63M | 0.4% | -4.7% | 0.007% | |
8/6/2025 | Summit Investment Advisors Inc. | 12,280 | $609K | 0.5% | -20.9% | 0.002% | |
8/6/2025 | AE Wealth Management LLC | 10,931 | $536K | 0.0% | -2.0% | 0.001% | |
8/6/2025 | Stokes Family Office LLC | 86,418 | $4.24M | 0.4% | -5.7% | 0.011% | |
8/6/2025 | Quadrant Private Wealth Management LLC | 11,747 | $576K | 0.1% | +2.4% | 0.002% | |
8/6/2025 | Rialto Wealth Management LLC | 42,312 | $2.08M | 0.6% | +19.6% | 0.005% | |
8/6/2025 | Wedbush Securities Inc. | 32,300 | $1.58M | 0.1% | +28.6% | 0.004% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 5,429 | $266K | 0.0% | N/A | 0.001% | |
8/6/2025 | Grey Fox Wealth Advisors LLC | 42,457 | $2.08M | 0.5% | +126.3% | 0.006% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 9,033 | $443K | 0.1% | +32.9% | 0.001% | |
8/6/2025 | Longview Financial Advisors LLC | 1,035 | $51K | 0.0% | N/A | 0.000% | |
8/6/2025 | Bryn Mawr Trust Advisors LLC | 40,232 | $1.97M | 0.1% | +2.3% | 0.005% | |
8/6/2025 | Shade Tree Advisors LLC | 88,889 | $4.36M | 3.8% | +19.8% | 0.012% | |
8/6/2025 | Atlas Legacy Advisors LLC | 9,119 | $447K | 0.1% | +19.5% | 0.001% | |
8/6/2025 | Savant Capital LLC | 1,529,950 | $75.01M | 0.5% | +15.8% | 0.199% | |
8/6/2025 | Modera Wealth Management LLC | 640,069 | $31.38M | 0.4% | -6.2% | 0.083% | |
8/6/2025 | OneAscent Family Office LLC | 4,542 | $223K | 0.2% | N/A | 0.001% | |
8/6/2025 | Soltis Investment Advisors LLC | 152,986 | $7.50M | 0.6% | -4.8% | 0.020% | |
8/6/2025 | Souders Financial Advisors | 32,206 | $1.58M | 0.2% | +6.8% | 0.004% | |
8/6/2025 | Paladin Advisory Group LLC | 12,431 | $609K | 0.5% | +836.8% | 0.002% | |
8/6/2025 | Regimen Wealth LLC | 434,319 | $21.30M | 6.6% | +1,194.2% | 0.056% | |
8/6/2025 | Golden State Wealth Management LLC | 5,210 | $255K | 0.0% | -24.0% | 0.001% | |
8/6/2025 | SouthState Corp | 32,058 | $1.57M | 0.1% | +69.6% | 0.004% | |
8/6/2025 | Horan Securities Inc. | 20,374 | $999K | 0.4% | N/A | 0.003% | |
8/6/2025 | Summit Wealth Group LLC | 125,867 | $6.17M | 1.6% | -43.3% | 0.016% | |
8/6/2025 | Ethos Financial Group LLC | 23,172 | $1.14M | 0.1% | -11.7% | 0.003% | |
8/6/2025 | Atlantic Union Bankshares Corp | 3,083 | $151K | 0.0% | N/A | 0.000% | |
8/6/2025 | SP Asset Management LLC | 54,320 | $2.66M | 0.2% | -5.7% | 0.007% | |
8/6/2025 | First Horizon Advisors Inc. | 321,315 | $15.75M | 0.4% | +6.3% | 0.042% | |
8/6/2025 | New Millennium Group LLC | 1,771 | $87K | 0.0% | N/A | 0.000% | |
8/6/2025 | Csenge Advisory Group | 45,526 | $2.22M | 0.1% | +39.3% | 0.006% | |
8/5/2025 | Crestwood Advisors Group LLC | 876,232 | $42.96M | 0.8% | -33.1% | 0.114% | |
8/5/2025 | Jacobson & Schmitt Advisors LLC | 185,639 | $9.10M | 1.6% | -1.0% | 0.024% | |
8/5/2025 | Claro Advisors LLC | 43,639 | $2.14M | 0.4% | +139.9% | 0.006% | |
8/5/2025 | Integrity Wealth Solutions LLC | 40,573 | $1.99M | 1.0% | -27.2% | 0.005% | |
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8/5/2025 | RiverGlades Family Offices LLC | 73,498 | $3.60M | 2.4% | +2.9% | 0.010% | |
8/5/2025 | NewSquare Capital LLC | 13,298 | $652K | 0.0% | +1.7% | 0.002% | |
8/5/2025 | Sheridan Capital Management LLC | 8,550 | $419K | 0.3% | +69.3% | 0.001% | |
8/5/2025 | Huntington National Bank | 38,297 | $1.88M | 0.0% | +1,881.2% | 0.005% | |
8/5/2025 | Key Financial Inc | 979 | $48K | 0.0% | -85.2% | 0.000% | |
8/5/2025 | Northcape Wealth Management LLC | 8,108 | $398K | 0.1% | N/A | 0.001% | |
8/5/2025 | Peregrine Asset Advisers Inc. | 18,022 | $884K | 0.3% | -4.6% | 0.002% | |
8/5/2025 | Bank of New York Mellon Corp | 1,284,644 | $62.99M | 0.0% | +2.1% | 0.167% | |
8/5/2025 | Freestone Capital Holdings LLC | 35,458 | $1.74M | 0.1% | -3.3% | 0.005% | |
8/5/2025 | BCGM Wealth Management LLC | 79,895 | $3.92M | 1.1% | +34.2% | 0.010% | |