5/1/2025 | Fifth Third Securities Inc. | 41,564 | $2.58M | 0.2% | +2.1% | 0.003% | |
5/1/2025 | Manuka Financial LLC | 404,478 | $25.12M | 16.3% | +11.9% | 0.030% | |
5/1/2025 | Gateway Wealth Partners LLC | 40,519 | $2.52M | 0.6% | +8.2% | 0.003% | |
5/1/2025 | Freedom Day Solutions LLC | 129,964 | $8.07M | 2.5% | +5.0% | 0.010% | |
5/1/2025 | ADE LLC | 126,450 | $7.85M | 4.5% | -0.7% | 0.009% | |
5/1/2025 | Fonville Wealth Management LLC | 18,786 | $1.19M | 0.4% | +0.9% | 0.001% | |
5/1/2025 | Country Club Bank | 1,091,092 | $68.20M | 4.6% | +4.5% | 0.082% | |
4/30/2025 | Luminvest Wealth Management LLC | 702,454 | $43.62M | 18.0% | -0.6% | 0.053% | |
4/30/2025 | Seamount Financial Group Inc. | 8,222 | $511K | 0.3% | +19.0% | 0.001% | |
4/30/2025 | Clarity Wealth Advisors LLC | 198,016 | $12.30M | 3.4% | +2.4% | 0.015% | |
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4/30/2025 | Joseph Group Capital Management | 300,343 | $18.65M | 7.1% | +1.3% | 0.022% | |
4/30/2025 | FIDELIS iM LLC | 251,892 | $15.64M | 7.2% | -1.7% | 0.019% | |
4/30/2025 | Cerity Partners LLC | 1,665,392 | $103.42M | 0.2% | +0.6% | 0.125% | |
4/30/2025 | Phillips Financial Management LLC | 617,830 | $38.37M | 3.0% | -1.0% | 0.046% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 4,811 | $299K | 0.2% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 328,355 | $20.79M | 0.1% | +9.1% | 0.025% | |
4/30/2025 | Capital Insight Partners LLC | 40,827 | $2.54M | 0.4% | -10.0% | 0.003% | |
4/30/2025 | Pineridge Advisors LLC | 879 | $55K | 0.0% | N/A | 0.000% | |
4/30/2025 | True Vision MN LLC | 18,722 | $1.16M | 0.7% | -2.1% | 0.001% | |
4/30/2025 | Index Fund Advisors Inc. | 241,260 | $14.98M | 0.9% | N/A | 0.018% | |
4/30/2025 | Leavell Investment Management Inc. | 96,830 | $6.01M | 0.3% | -0.7% | 0.007% | |
4/30/2025 | Bridges Investment Management Inc. | 7,668 | $476K | 0.0% | -13.8% | 0.001% | |
4/30/2025 | Gordian Advisors LLC | 108,353 | $6.73M | 5.3% | -4.8% | 0.008% | |
4/30/2025 | Topsail Wealth Management LLC | 617,611 | $38.35M | 7.8% | +1.0% | 0.046% | |
4/30/2025 | Rehmann Capital Advisory Group | 7,284 | $452K | 0.0% | -11.0% | 0.001% | |
4/30/2025 | Principal Securities Inc. | 14,644 | $863K | 0.0% | +2.3% | 0.001% | |
4/30/2025 | Financial Symmetry Inc | 38,641 | $2.40M | 1.5% | +58.1% | 0.003% | |
4/30/2025 | Peterson Wealth Advisors LLC | 11,643 | $723K | 0.1% | N/A | 0.001% | |
4/30/2025 | Trek Financial LLC | 32,058 | $1.99M | 0.1% | +4.5% | 0.002% | |
4/30/2025 | Partners in Financial Planning | 18,834 | $1.17M | 0.2% | +1.1% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 55,535 | $3.45M | 0.1% | +2.5% | 0.004% | |
4/30/2025 | SilverOak Wealth Management LLC | 26,026 | $1.62M | 0.3% | +4.2% | 0.002% | |
4/30/2025 | M&T Bank Corp | 37,461 | $2.33M | 0.0% | +61.1% | 0.003% | |
4/30/2025 | 49 Wealth Management LLC | 5,455 | $339K | 0.0% | +12.2% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 278,971 | $17.32M | 0.3% | -1.4% | 0.021% | |
4/30/2025 | Stratos Wealth Advisors LLC | 133,877 | $8.31M | 0.5% | -5.5% | 0.010% | |
4/30/2025 | Stratos Investment Management LLC | 11,378 | $707K | 0.0% | -10.4% | 0.001% | |
4/30/2025 | NTV Asset Management LLC | 8,511 | $529K | 0.1% | N/A | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 113,311 | $7.04M | 0.0% | -4.6% | 0.008% | |
4/30/2025 | Alpha Cubed Investments LLC | 203,088 | $12.61M | 0.6% | +578.5% | 0.015% | |
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4/30/2025 | Gibraltar Capital Management Inc. | 35,879 | $2.23M | 0.5% | N/A | 0.003% | |
4/30/2025 | Washington Trust Bank | 63,491 | $3.94M | 0.4% | +0.9% | 0.005% | |
4/29/2025 | Fairway Wealth LLC | 1,411 | $88K | 0.0% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,235 | $387K | 0.0% | -30.9% | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 8,454 | $525K | 0.0% | +27.6% | 0.001% | |
4/29/2025 | Heritage Wealth Management Inc. | 3,331 | $207K | 0.1% | N/A | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,632,241 | $784.46M | 0.3% | +1.5% | 0.945% | |
4/29/2025 | Schulz Wealth LTD. | 150,034 | $9.32M | 7.1% | +10.0% | 0.011% | |
4/29/2025 | Traveka Wealth LLC | 11,402 | $708K | 0.4% | -8.7% | 0.001% | |
4/29/2025 | Tradewinds LLC. | 8,916 | $554K | 0.2% | +2.2% | 0.001% | |
4/29/2025 | Cloud Capital Management LLC | 1,580 | $98K | 0.1% | N/A | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 9,375 | $582K | 0.2% | N/A | 0.001% | |
4/29/2025 | Proffitt & Goodson Inc. | 47,293 | $2.94M | 0.5% | +3.7% | 0.004% | |
4/29/2025 | Olistico Wealth LLC | 1,611 | $100K | 0.1% | +60.9% | 0.000% | |
4/29/2025 | HM Payson & Co. | 491 | $30K | 0.0% | -86.9% | 0.000% | |
4/29/2025 | DT Investment Partners LLC | 21,678 | $1.35M | 0.1% | -1.3% | 0.002% | |
4/29/2025 | Macroview Investment Management LLC | 14,123 | $877K | 0.8% | +10.0% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 37,634 | $2.34M | 0.0% | +14.3% | 0.003% | |
4/29/2025 | World Investment Advisors | 38,105 | $2.37M | 0.1% | +90.6% | 0.003% | |
4/29/2025 | Wayfinding Financial LLC | 82,501 | $5.12M | 2.2% | -1.2% | 0.006% | |
4/29/2025 | Olde Wealth Management LLC | 33,462 | $2.08M | 0.7% | -1.9% | 0.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 32,717 | $2.03M | 0.2% | -8.0% | 0.002% | |
4/29/2025 | Morris Financial Concepts Inc. | 26,419 | $1.64M | 0.7% | N/A | 0.002% | |
4/29/2025 | Strategic Blueprint LLC | 3,979 | $247K | 0.0% | -49.2% | 0.000% | |
4/29/2025 | Brookstone Capital Management | 48,295 | $3.00M | 0.0% | +6.3% | 0.004% | |
4/29/2025 | Tilson Financial Group Inc. | 10,723 | $666K | 0.3% | -3.5% | 0.001% | |
4/29/2025 | OneDigital Investment Advisors LLC | 133,660 | $8.30M | 0.1% | +14.5% | 0.010% | |
4/29/2025 | SimpliFi Inc. | 8,387 | $521K | 0.2% | +12.1% | 0.001% | |
4/29/2025 | Avantax Planning Partners Inc. | 423,683 | $26.31M | 0.9% | +0.8% | 0.032% | |
4/29/2025 | Silver Oak Securities Incorporated | 75,926 | $4.75M | 0.4% | +0.3% | 0.006% | |
4/29/2025 | Cohen Investment Advisors LLC | 3,503 | $218K | 0.1% | N/A | 0.000% | |
4/28/2025 | North Capital Inc. | 21,674 | $1.35M | 1.3% | N/A | 0.002% | |
4/28/2025 | D.A. Davidson & CO. | 749,775 | $46.56M | 0.4% | +0.2% | 0.056% | |
4/28/2025 | Bellevue Asset Management LLC | 467 | $29K | 0.0% | +171.5% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 13,345 | $846K | 0.0% | +113.6% | 0.001% | |
4/28/2025 | Gutierrez Wealth Advisory LLC | 6,857 | $426K | 0.3% | -4.0% | 0.001% | |
4/28/2025 | Meritage Portfolio Management | 6,908 | $429K | 0.0% | -51.1% | 0.001% | |
4/28/2025 | Milestone Investment Advisors LLC | 15,254 | $947K | 0.3% | +6.3% | 0.001% | |
4/28/2025 | Clark Asset Management LLC | 16,341 | $1.02M | 0.2% | -46.9% | 0.001% | |
4/28/2025 | MontVue Capital Management Inc. | 136,463 | $8.47M | 6.8% | -1.8% | 0.010% | |
4/28/2025 | Clune & Associates LTD. | 115,830 | $7.19M | 2.2% | +9.0% | 0.009% | |
4/28/2025 | First Horizon Advisors Inc. | 139,342 | $8.65M | 0.2% | -0.8% | 0.010% | |
4/28/2025 | Strategic Financial Concepts LLC | 44,625 | $2.77M | 0.5% | -0.5% | 0.003% | |
4/28/2025 | Novem Group | 20,182 | $1.25M | 0.2% | -2.6% | 0.002% | |
4/28/2025 | Arlington Trust Co LLC | 26,218 | $1.63M | 0.3% | +6.4% | 0.002% | |
4/28/2025 | Pinnacle Financial Partners Inc | 23,792 | $1.44M | 0.0% | +1.2% | 0.002% | |
4/28/2025 | Fiduciary Group LLC | 64,485 | $4.00M | 0.4% | -0.5% | 0.005% | |
4/28/2025 | Equita Financial Network Inc. | 120,444 | $7.48M | 2.6% | -4.5% | 0.009% | |
4/28/2025 | Penobscot Wealth Management | 9,540 | $592K | 0.2% | +6.9% | 0.001% | |
4/28/2025 | Keybank National Association OH | 17,329 | $1.08M | 0.0% | -22.6% | 0.001% | |
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4/28/2025 | Rossby Financial LCC | 6,428 | $407K | 0.2% | -65.1% | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 27,523 | $1.71M | 0.0% | +36.9% | 0.002% | |
4/28/2025 | Sageworth Trust Co | 3,419,447 | $212.35M | 13.2% | +0.9% | 0.256% | |
4/28/2025 | Sageworth Trust Co of South Dakota | 84,515 | $5.25M | 6.3% | +14.9% | 0.006% | |
4/28/2025 | Quarry Hill Advisors LLC | 6,928 | $430K | 0.3% | +26.3% | 0.001% | |
4/28/2025 | Lansing Street Advisors | 7,762 | $482K | 0.2% | +6.0% | 0.001% | |
4/28/2025 | Von Berge Wealth Management Group LLC | 28,905 | $1.83M | 1.2% | +8.7% | 0.002% | |
4/28/2025 | BetterWealth LLC | 4,215 | $262K | 0.1% | -16.0% | 0.000% | |
4/28/2025 | RKL Wealth Management LLC | 13,457 | $836K | 0.1% | -1.9% | 0.001% | |
4/25/2025 | JNBA Financial Advisors | 555 | $34K | 0.0% | -28.8% | 0.000% | |