4/30/2025 | NTV Asset Management LLC | 31,407 | $5.98M | 0.8% | +4.1% | 0.000% | |
4/30/2025 | Geneva Partners LLC | 72,679 | $13.83M | 7.1% | +1.4% | 0.001% | |
4/30/2025 | Navalign LLC | 14,277 | $2.72M | 0.8% | -2.5% | 0.000% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 12,058 | $2.29M | 0.5% | +0.8% | 0.000% | |
4/30/2025 | Lee Johnson Capital Management LLC | 24,193 | $4.60M | 2.4% | +1.6% | 0.000% | |
4/30/2025 | Sigma Investment Counselors Inc. | 75,877 | $14.44M | 0.9% | -4.2% | 0.001% | |
4/30/2025 | Brown Financial Advisory | 1,193 | $227K | 0.1% | N/A | 0.000% | |
4/30/2025 | Investment Partners LTD. | 7,699 | $1.47M | 0.6% | +17.3% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 13,410,845 | $2.55B | 3.6% | -3.5% | 0.126% | |
4/30/2025 | Consolidated Capital Management LLC | 65,939 | $12.55M | 5.2% | -5.6% | 0.001% | |
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4/30/2025 | Highview Capital Management LLC DE | 29,923 | $5.69M | 2.4% | +3.3% | 0.000% | |
4/30/2025 | Bank Hapoalim BM | 40,929 | $7.79M | 1.1% | +42.7% | 0.000% | |
4/30/2025 | Ninety One SA PTY Ltd | 195,567 | $36.75M | 6.8% | +5.8% | 0.002% | |
4/30/2025 | Ninety One UK Ltd | 5,725,899 | $1.09B | 3.0% | +9.2% | 0.054% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 281,310 | $53.52M | 5.0% | +18.7% | 0.003% | |
4/30/2025 | Harbour Investment Management LLC | 41,284 | $7.86M | 3.6% | -0.6% | 0.000% | |
4/30/2025 | Alpha Cubed Investments LLC | 482,900 | $91.88M | 4.1% | -1.4% | 0.005% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 7,384 | $1.41M | 0.3% | +27.8% | 0.000% | |
4/30/2025 | Davidson Investment Advisors | 416,047 | $79.16M | 3.9% | -7.9% | 0.004% | |
4/30/2025 | Jessup Wealth Management Inc | 156,254 | $29.73M | 12.3% | +3.8% | 0.001% | |
4/30/2025 | Gibraltar Capital Management Inc. | 3,393 | $646K | 0.1% | -5.6% | 0.000% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 24,390 | $4.64M | 0.6% | -9.5% | 0.000% | |
4/30/2025 | Family Capital Management Inc. | 59,856 | $11.39M | 7.0% | +0.8% | 0.001% | |
4/30/2025 | Planning Directions Inc. | 7,258 | $1.38M | 0.6% | +4.8% | 0.000% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 8,649 | $1.65M | 0.8% | -10.5% | 0.000% | |
4/30/2025 | Capital Management Associates Inc | 12,216 | $2.32M | 0.5% | +58.8% | 0.000% | |
4/30/2025 | EULAV Asset Management | 150,041 | $28.55M | 0.7% | -4.5% | 0.001% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 59,171 | $11.26M | 2.2% | +2.9% | 0.001% | |
4/30/2025 | Account Management LLC | 1,315 | $250K | 0.3% | -27.3% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 516,831 | $98.33M | 1.7% | +7.7% | 0.005% | |
4/30/2025 | Synergy Investment Management LLC | 12,665 | $2.41M | 1.0% | +127.7% | 0.000% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 45,832 | $8.72M | 3.1% | -1.0% | 0.000% | |
4/30/2025 | Washington Trust Bank | 126,022 | $23.98M | 2.4% | +1.6% | 0.001% | |
4/30/2025 | Fullcircle Wealth LLC | 5,946 | $1.12M | 0.5% | -13.9% | 0.000% | |
4/29/2025 | Centennial Bank AR | 11,696 | $2.23M | 1.1% | +1.0% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 192,962 | $36.71M | 1.1% | +3.5% | 0.002% | |
4/29/2025 | Pacific Point Advisors LLC | 2,327 | $443K | 0.2% | +5.0% | 0.000% | |
4/29/2025 | Richard Bernstein Advisors LLC | 175,228 | $33.34M | 0.8% | -4.9% | 0.002% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 9,544 | $1.82M | 0.4% | -6.5% | 0.000% | |
4/29/2025 | Security National Bank of SO Dak | 6,777 | $1.29M | 0.7% | +34.1% | 0.000% | |
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4/29/2025 | Financial Counselors Inc. | 902,152 | $171.64M | 2.6% | +2.3% | 0.009% | |
4/29/2025 | Raleigh Capital Management Inc. | 11,084 | $2.11M | 1.0% | -33.0% | 0.000% | |
4/29/2025 | Cooksen Wealth LLC | 200 | $36K | 0.0% | N/A | 0.000% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 9,155 | $1.74M | 0.7% | -2.8% | 0.000% | |
4/29/2025 | Byrne Financial Freedom LLC | 87,859 | $16.72M | 9.5% | -1.2% | 0.001% | |
4/29/2025 | Wood Tarver Financial Group LLC | 6,258 | $1.19M | 0.4% | +4.8% | 0.000% | |
4/29/2025 | YANKCOM Partnership | 27,857 | $5.30M | 2.9% | +1.3% | 0.000% | |
4/29/2025 | Callan Capital LLC | 37,803 | $7.19M | 0.5% | +10.7% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 157,789 | $30.02M | 0.8% | +9.8% | 0.001% | |
4/29/2025 | BOCHK Asset Management Ltd | 40,900 | $7.78M | 4.4% | -40.9% | 0.000% | |
4/29/2025 | Capital Advisors Inc. OK | 727,334 | $138.38M | 2.8% | +5.3% | 0.007% | |
4/29/2025 | Apex Wealth Management LLC | 19,187 | $3.65M | 3.3% | +0.8% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 8,754 | $1.67M | 0.6% | +21.5% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,615,179 | $2.40B | 0.8% | +1.8% | 0.119% | |
4/29/2025 | Roffman Miller Associates Inc. PA | 264,944 | $50.41M | 3.2% | +4.0% | 0.002% | |
4/29/2025 | Hexagon Capital Partners LLC | 19,268 | $3.67M | 0.7% | -8.6% | 0.000% | |
4/29/2025 | Drake & Associates LLC | 11,554 | $2.20M | 0.6% | +18.5% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 23,728 | $4.51M | 0.1% | -53.2% | 0.000% | |
4/29/2025 | Crew Capital Management Ltd. | 2,168 | $412K | 0.3% | +7.5% | 0.000% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 23,969 | $4.56M | 2.2% | -7.0% | 0.000% | |
4/29/2025 | Hendley & Co. Inc. | 35,275 | $6.71M | 2.3% | +78.2% | 0.000% | |
4/29/2025 | Chilton Capital Management LLC | 439,857 | $83.69M | 3.6% | +3.6% | 0.004% | |
4/29/2025 | Ifrah Financial Services Inc. | 2,607 | $496K | 0.1% | -2.5% | 0.000% | |
4/29/2025 | US Asset Management LLC | 21,464 | $4.08M | 3.9% | -0.3% | 0.000% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 6,901 | $1.31M | 0.1% | +23.5% | 0.000% | |
4/29/2025 | Traveka Wealth LLC | 14,004 | $2.66M | 1.5% | -14.4% | 0.000% | |
4/29/2025 | Pure Portfolios Holdings LLC | 14,457 | $2.75M | 1.0% | -4.0% | 0.000% | |
4/29/2025 | Rice Partnership LLC | 77,439 | $14.73M | 3.0% | -1.9% | 0.001% | |
4/29/2025 | Cloud Capital Management LLC | 13,360 | $2.54M | 1.8% | N/A | 0.000% | |
4/29/2025 | Forte Asset Management LLC | 4,688 | $892K | 0.4% | +55.5% | 0.000% | |
4/29/2025 | Argentarii LLC | 33,982 | $6.47M | 3.2% | +3.1% | 0.000% | |
4/29/2025 | Jackson Wealth Management LLC | 28,092 | $5.35M | 0.6% | +2.3% | 0.000% | |
4/29/2025 | SwitchPoint Financial Planning LLC | 2,330 | $443K | 0.4% | -20.8% | 0.000% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 11,825 | $2.25M | 0.4% | +8.1% | 0.000% | |
4/29/2025 | Capital Planning LLC | 3,811 | $725K | 0.2% | -2.3% | 0.000% | |
4/29/2025 | Viewpoint Capital Management LLC | 123,936 | $23.58M | 12.7% | -1.0% | 0.001% | |
4/29/2025 | Sierra Ocean LLC | 4,244 | $807K | 0.6% | +2.2% | 0.000% | |
4/29/2025 | Lee Danner & Bass Inc. | 153,658 | $29.24M | 2.4% | -0.3% | 0.001% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 24,895 | $4.74M | 1.4% | -31.6% | 0.000% | |
4/29/2025 | One Day In July LLC | 11,959 | $2.28M | 0.2% | +2.5% | 0.000% | |
4/29/2025 | Proffitt & Goodson Inc. | 15,284 | $2.91M | 0.5% | -2.2% | 0.000% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 7,379 | $1.40M | 0.3% | +558.3% | 0.000% | |
4/29/2025 | Core Alternative Capital | 18,091 | $3.44M | 0.8% | +505.5% | 0.000% | |
4/29/2025 | Olistico Wealth LLC | 26,664 | $5.07M | 3.1% | +0.4% | 0.000% | |
4/29/2025 | Compton Wealth Advisory Group LLC | 37,359 | $7.11M | 2.0% | -1.3% | 0.000% | |
4/29/2025 | REDW Wealth LLC | 5,896 | $1.12M | 0.4% | -16.5% | 0.000% | |
4/29/2025 | Whelan Financial | 9,569 | $1.82M | 0.7% | +21.9% | 0.000% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 13,512 | $2.57M | 0.6% | +2.7% | 0.000% | |
4/29/2025 | Sutton Place Investors LLC | 7,548 | $1.44M | 1.0% | -7.8% | 0.000% | |
4/29/2025 | Sharp Financial Services LLC | 4,383 | $834K | 0.6% | +31.2% | 0.000% | |
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4/29/2025 | Novare Capital Management LLC | 133,875 | $25.47M | 2.2% | +1.9% | 0.001% | |
4/29/2025 | Stage Harbor Financial LLC | 2,968 | $565K | 0.5% | -8.6% | 0.000% | |
4/29/2025 | Quattro Financial Advisors LLC | 56,545 | $10.76M | 3.7% | -42.6% | 0.001% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 216,145 | $41.12M | 3.1% | +0.3% | 0.002% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 17,106 | $3.26M | 0.6% | -10.7% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 410,809 | $78.16M | 1.9% | +41.9% | 0.004% | |
4/29/2025 | Braun Stacey Associates Inc. | 467,771 | $89.00M | 3.6% | -4.7% | 0.004% | |
4/29/2025 | Wheelhouse Advisory Group LLC | 3,431 | $653K | 0.4% | -2.6% | 0.000% | |
4/29/2025 | Simmons Bank | 120,732 | $22.97M | 1.7% | -3.7% | 0.001% | |
4/29/2025 | HM Payson & Co. | 870,060 | $165.54M | 2.9% | +7.8% | 0.008% | |