4/30/2025 | MJP Associates Inc. ADV | 518 | $490K | 0.1% | +16.4% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 138,207 | $130.81M | 0.3% | +13.8% | 0.089% | |
4/30/2025 | DMC Group LLC | 1,855 | $1.76M | 1.4% | -8.9% | 0.001% | |
4/30/2025 | Alps Advisors Inc. | 4,368 | $4.13M | 0.0% | +1.2% | 0.003% | |
4/30/2025 | Allworth Financial LP | 2,362 | $2.16M | 0.0% | -4.8% | 0.002% | |
4/30/2025 | Stonebrook Private Inc. | 317 | $300K | 0.1% | N/A | 0.000% | |
4/30/2025 | CFO4Life Group LLC | 3,050 | $2.89M | 0.5% | -4.8% | 0.002% | |
4/30/2025 | MainStreet Investment Advisors LLC | 20,552 | $19.45M | 2.8% | -3.7% | 0.013% | |
4/30/2025 | Rogco LP | 2,295 | $2.17M | 0.9% | N/A | 0.001% | |
4/30/2025 | Leavell Investment Management Inc. | 387 | $366K | 0.0% | -5.8% | 0.000% | |
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4/30/2025 | Quotient Wealth Partners LLC | 674 | $638K | 0.0% | -8.8% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 87,733 | $83.04M | 1.2% | -1.0% | 0.057% | |
4/30/2025 | First Interstate Bank | 636 | $602K | 0.0% | N/A | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 40,258 | $38.10M | 0.2% | -3.9% | 0.026% | |
4/30/2025 | Van Cleef Asset Management Inc | 3,778 | $3.58M | 0.4% | -0.8% | 0.002% | |
4/30/2025 | Topsail Wealth Management LLC | 485 | $459K | 0.1% | +11.8% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 1,664 | $1.58M | 0.2% | -18.8% | 0.001% | |
4/30/2025 | LBP AM SA | 3,955 | $3.74M | 0.1% | N/A | 0.003% | |
4/30/2025 | Axxcess Wealth Management LLC | 2,723 | $2.58M | 0.1% | +5.1% | 0.002% | |
4/30/2025 | New Mexico Educational Retirement Board | 6,789 | $6.43M | 0.2% | +3.0% | 0.004% | |
4/30/2025 | Rehmann Capital Advisory Group | 1,545 | $1.46M | 0.1% | -15.8% | 0.001% | |
4/30/2025 | Chemung Canal Trust Co. | 547 | $518K | 0.1% | -7.1% | 0.000% | |
4/30/2025 | Cornerstone Planning Group LLC | 91 | $81K | 0.0% | +65.5% | 0.000% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 504 | $477K | 0.1% | +7.7% | 0.000% | |
4/30/2025 | Greenleaf Trust | 7,644 | $7.24M | 0.1% | +9.9% | 0.005% | |
4/30/2025 | Flossbach Von Storch SE | 166,929 | $158.00M | 0.7% | -15.3% | 0.108% | |
4/30/2025 | Personal CFO Solutions LLC | 890 | $843K | 0.2% | -2.3% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,477 | $3.29M | 0.1% | +1.2% | 0.002% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,771 | $2.62M | 0.0% | -52.5% | 0.002% | |
4/30/2025 | Stratos Wealth Advisors LLC | 3,433 | $3.25M | 0.2% | +1.2% | 0.002% | |
4/30/2025 | Liberty One Investment Management LLC | 5,470 | $5.18M | 0.5% | +4.0% | 0.004% | |
4/30/2025 | Stratos Investment Management LLC | 2,146 | $2.03M | 0.1% | +33.0% | 0.001% | |
4/30/2025 | Navalign LLC | 1,819 | $1.72M | 0.5% | -1.4% | 0.001% | |
4/30/2025 | Investment Partners LTD. | 424 | $402K | 0.2% | +15.2% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 20,219 | $19.14M | 0.0% | -69.5% | 0.013% | |
4/30/2025 | Consolidated Capital Management LLC | 5,045 | $4.78M | 2.0% | +14.4% | 0.003% | |
4/30/2025 | Highview Capital Management LLC DE | 1,863 | $1.76M | 0.7% | +4.7% | 0.001% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 2,159 | $2.04M | 0.2% | -4.6% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 7,523 | $7.12M | 0.1% | -6.2% | 0.005% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 431 | $408K | 0.1% | N/A | 0.000% | |
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4/29/2025 | Centennial Bank AR | 134 | $127K | 0.1% | N/A | 0.000% | |
4/29/2025 | Fairway Wealth LLC | 30 | $28K | 0.0% | +76.5% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 1,804 | $1.71M | 0.1% | +98.9% | 0.001% | |
4/29/2025 | Financial Counselors Inc. | 2,956 | $2.80M | 0.0% | -7.4% | 0.002% | |
4/29/2025 | Raleigh Capital Management Inc. | 756 | $715K | 0.3% | -13.0% | 0.000% | |
4/29/2025 | Callan Capital LLC | 479 | $453K | 0.0% | +13.2% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 4,866 | $4.61M | 0.1% | -0.7% | 0.003% | |
4/29/2025 | Capital Advisors Inc. OK | 697 | $659K | 0.0% | -3.3% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 530,815 | $502.41M | 0.2% | -5.0% | 0.342% | |
4/29/2025 | Hexagon Capital Partners LLC | 213 | $202K | 0.0% | -16.1% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 822 | $777K | 0.0% | +115.2% | 0.001% | |
4/29/2025 | Tradewinds LLC. | 4,783 | $4.53M | 1.3% | +640.4% | 0.003% | |
4/29/2025 | Argentarii LLC | 433 | $410K | 0.2% | +6.7% | 0.000% | |
4/29/2025 | Jackson Wealth Management LLC | 3,471 | $3.29M | 0.4% | +0.6% | 0.002% | |
4/29/2025 | Meridian Investment Counsel Inc. | 272 | $257K | 0.1% | N/A | 0.000% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 953 | $902K | 0.1% | +7.0% | 0.001% | |
4/29/2025 | Quattro Financial Advisors LLC | 555 | $525K | 0.2% | N/A | 0.000% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 8,440 | $7.99M | 0.6% | N/A | 0.005% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,063 | $6.69M | 0.2% | +64.7% | 0.005% | |
4/29/2025 | Braun Stacey Associates Inc. | 24,244 | $22.95M | 0.9% | +1.0% | 0.016% | |
4/29/2025 | Simmons Bank | 278 | $263K | 0.0% | -20.1% | 0.000% | |
4/29/2025 | HM Payson & Co. | 1,355 | $1.28M | 0.0% | +7.7% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 1,093,293 | $1.03B | 0.2% | -0.8% | 0.704% | |
4/29/2025 | World Investment Advisors | 3,955 | $3.74M | 0.1% | +9.4% | 0.003% | |
4/29/2025 | Wayfinding Financial LLC | 257 | $243K | 0.1% | -6.5% | 0.000% | |
4/29/2025 | Truist Financial Corp | 224,254 | $212.25M | 0.3% | +3.2% | 0.144% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,886 | $1.79M | 0.2% | +4.0% | 0.001% | |
4/29/2025 | Groesbeck Investment Management Corp NJ | 425 | $402K | 0.6% | -19.5% | 0.000% | |
4/29/2025 | Element Wealth LLC | 309 | $292K | 0.2% | -4.0% | 0.000% | |
4/29/2025 | Kintegral Advisory LLC | 5,126 | $4.85M | 0.7% | -32.9% | 0.003% | |
4/29/2025 | Catalyst Capital Advisors LLC | 3,352 | $3.17M | 0.1% | +6.4% | 0.002% | |
4/29/2025 | Huntleigh Advisors Inc. | 5,828 | $5.52M | 1.1% | +3.1% | 0.004% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 542 | $513K | 0.0% | N/A | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 2,554 | $2.42M | 0.0% | -5.6% | 0.002% | |
4/29/2025 | Hartline Investment Corp | 2,536 | $2.40M | 0.3% | -70.9% | 0.002% | |
4/29/2025 | 44 Wealth Management LLC | 340 | $322K | 0.1% | -6.8% | 0.000% | |
4/29/2025 | Avantax Planning Partners Inc. | 6,023 | $5.70M | 0.2% | +0.2% | 0.004% | |
4/29/2025 | Calamos Wealth Management LLC | 270 | $256K | 0.0% | N/A | 0.000% | |
4/29/2025 | Calamos Advisors LLC | 30,614 | $28.98M | 0.1% | +0.9% | 0.020% | |
4/29/2025 | Aviance Capital Partners LLC | 8,219 | $7.78M | 1.1% | -8.0% | 0.005% | |
4/29/2025 | Sitrin Capital Management LLC | 5,427 | $5.14M | 2.8% | +0.7% | 0.003% | |
4/29/2025 | Conning Inc. | 37,436 | $35.43M | 1.2% | +1.9% | 0.024% | |
4/29/2025 | Davidson Trust Co. | 228 | $216K | 0.1% | -26.0% | 0.000% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 388 | $367K | 0.1% | +15.8% | 0.000% | |
4/29/2025 | Goelzer Investment Management Inc. | 3,394 | $3.21M | 0.2% | +565.5% | 0.002% | |
4/29/2025 | Checchi Capital Advisers LLC | 2,148 | $2.03M | 0.1% | +0.7% | 0.001% | |
4/29/2025 | Values Added Financial LLC | 362 | $343K | 0.2% | +5.2% | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 10,394 | $9.84M | 0.1% | -6.7% | 0.007% | |
4/28/2025 | Principal Financial Group Inc. | 415,619 | $393.38M | 0.2% | -5.3% | 0.268% | |
4/28/2025 | Xcel Wealth Management LLC | 1,477 | $1.40M | 0.4% | +107.2% | 0.001% | |
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4/28/2025 | Mutual Advisors LLC | 3,310 | $3.01M | 0.1% | +1.2% | 0.002% | |
4/28/2025 | Resonant Capital Advisors LLC | 615 | $582K | 0.0% | +2.8% | 0.000% | |
4/28/2025 | First Horizon Advisors Inc. | 2,637 | $2.50M | 0.1% | -1.6% | 0.002% | |
4/28/2025 | Novem Group | 431 | $408K | 0.1% | -19.0% | 0.000% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 5,318 | $5.03M | 1.8% | -2.7% | 0.003% | |
4/28/2025 | Private Trust Co. NA | 1,554 | $1.47M | 0.2% | +25.3% | 0.001% | |
4/28/2025 | Alley Investment Management Company LLC | 21,841 | $20.67M | 2.6% | +0.4% | 0.014% | |
4/28/2025 | Physician Wealth Advisors Inc. | 289 | $274K | 0.0% | -7.7% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 21,239 | $20.10M | 0.4% | N/A | 0.014% | |
4/28/2025 | Kanawha Capital Management LLC | 5,591 | $5.29M | 0.4% | +8.5% | 0.004% | |