4/30/2025 | Luminvest Wealth Management LLC | 1,786 | $396K | 0.2% | -56.3% | 0.000% | |
4/30/2025 | Clarity Wealth Advisors LLC | 47,213 | $10.47M | 2.9% | +1.3% | 0.005% | |
4/30/2025 | MJP Associates Inc. ADV | 2,709 | $601K | 0.1% | -11.8% | 0.000% | |
4/30/2025 | Bernardo Wealth Planning LLC | 19,713 | $4.37M | 1.0% | +0.8% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 577,434 | $128.05M | 0.3% | +37.9% | 0.058% | |
4/30/2025 | Phillips Financial Management LLC | 12,607 | $2.80M | 0.2% | +0.9% | 0.001% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 2,031 | $450K | 0.3% | N/A | 0.000% | |
4/30/2025 | Hunter Associates Investment Management LLC | 7,573 | $1.68M | 0.3% | -9.4% | 0.001% | |
4/30/2025 | Astra Wealth Partners LLC | 3,093 | $686K | 0.6% | +3.8% | 0.000% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 83,614 | $18.54M | 2.3% | +1.8% | 0.008% | |
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4/30/2025 | Narus Financial Partners LLC | 17,081 | $3.79M | 1.3% | +1.5% | 0.002% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 134 | $30K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 75,965 | $16.85M | 0.1% | +1.2% | 0.008% | |
4/30/2025 | Round Rock Advisors LLC | 4,619 | $1.02M | 0.2% | -5.3% | 0.000% | |
4/30/2025 | Allworth Financial LP | 61,724 | $13.29M | 0.1% | +38.4% | 0.006% | |
4/30/2025 | Peoples Financial Services CORP. | 10,443 | $2.32M | 1.1% | +0.8% | 0.001% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 1,460 | $324K | 0.0% | -7.4% | 0.000% | |
4/30/2025 | Adapt Wealth Advisors LLC | 2,323 | $515K | 0.3% | -11.5% | 0.000% | |
4/30/2025 | MainStreet Investment Advisors LLC | 1,270 | $282K | 0.0% | -28.2% | 0.000% | |
4/30/2025 | Investments & Financial Planning LLC | 152,823 | $33.89M | 22.0% | +0.5% | 0.015% | |
4/30/2025 | Peddock Capital Advisors LLC | 42,086 | $9.33M | 2.4% | -4.3% | 0.004% | |
4/30/2025 | Index Fund Advisors Inc. | 21,347 | $4.73M | 0.3% | -2.0% | 0.002% | |
4/30/2025 | Leavell Investment Management Inc. | 118,154 | $26.20M | 1.3% | +2.2% | 0.012% | |
4/30/2025 | Bridges Investment Management Inc. | 33,366 | $7.40M | 0.1% | +1.4% | 0.003% | |
4/30/2025 | Topsail Wealth Management LLC | 6,544 | $1.45M | 0.3% | +2.5% | 0.001% | |
4/30/2025 | Moloney Securities Asset Management LLC | 1,192 | $264K | 0.0% | +8.1% | 0.000% | |
4/30/2025 | Ramiah Investment Group | 24,464 | $5.43M | 5.9% | N/A | 0.002% | |
4/30/2025 | Axxcess Wealth Management LLC | 105,934 | $23.49M | 0.6% | +14.7% | 0.011% | |
4/30/2025 | Rehmann Capital Advisory Group | 31,740 | $7.04M | 0.4% | +8.4% | 0.003% | |
4/30/2025 | John W. Brooker & Co. CPAs | 4,601 | $1.02M | 0.4% | +15.8% | 0.000% | |
4/30/2025 | Brick & Kyle Associates | 35,930 | $7.88M | 3.6% | -0.6% | 0.004% | |
4/30/2025 | Principal Securities Inc. | 47,618 | $11.44M | 0.3% | +2.7% | 0.005% | |
4/30/2025 | Greenleaf Trust | 5,987 | $1.33M | 0.0% | +3.1% | 0.001% | |
4/30/2025 | Optimum Investment Advisors | 3,430 | $761K | 0.4% | -11.3% | 0.000% | |
4/30/2025 | New Insight Wealth Advisors | 2,131 | $473K | 0.2% | +77.0% | 0.000% | |
4/30/2025 | Peterson Wealth Advisors LLC | 26,935 | $5.97M | 1.1% | +43.6% | 0.003% | |
4/30/2025 | Silverlake Wealth Management LLC | 5,219 | $1.16M | 0.4% | -3.1% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 15,525 | $3.44M | 0.1% | +6.9% | 0.002% | |
4/30/2025 | BXM Wealth LLC | 7,213 | $1.60M | 1.9% | +5.0% | 0.001% | |
4/30/2025 | M&T Bank Corp | 280,465 | $62.19M | 0.2% | -0.2% | 0.028% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 43,308 | $9.60M | 0.1% | +7.5% | 0.004% | |
4/30/2025 | Stratos Wealth Advisors LLC | 26,587 | $5.90M | 0.3% | -4.5% | 0.003% | |
4/30/2025 | NTV Asset Management LLC | 2,080 | $461K | 0.1% | +9.5% | 0.000% | |
4/30/2025 | Brown Financial Advisory | 100,508 | $22.29M | 13.9% | +19.7% | 0.010% | |
4/30/2025 | Investment Partners LTD. | 6,691 | $1.48M | 0.6% | -9.4% | 0.001% | |
4/30/2025 | Aurelius Family Office LLC | 24,078 | $5.34M | 2.7% | -10.7% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 127,354 | $28.24M | 0.0% | +20.3% | 0.013% | |
4/30/2025 | Alpha Cubed Investments LLC | 111,576 | $24.74M | 1.1% | -7.0% | 0.011% | |
4/30/2025 | Davidson Investment Advisors | 166,243 | $36.86M | 1.8% | +1.6% | 0.017% | |
4/30/2025 | Gibraltar Capital Management Inc. | 279,144 | $61.90M | 13.4% | N/A | 0.028% | |
4/30/2025 | Planning Directions Inc. | 3,240 | $718K | 0.3% | -4.1% | 0.000% | |
4/30/2025 | Lincoln National Corp | 280,663 | $62.24M | 2.0% | +3.2% | 0.028% | |
4/30/2025 | Capital Management Associates Inc | 57,398 | $12.73M | 2.9% | +95.7% | 0.006% | |
4/30/2025 | J Hagan Capital Inc. | 10,650 | $2.56M | 2.3% | N/A | 0.001% | |
4/30/2025 | Synergy Investment Management LLC | 1,427 | $316K | 0.1% | -5.2% | 0.000% | |
4/30/2025 | Washington Trust Bank | 25,068 | $5.56M | 0.6% | +21.2% | 0.003% | |
4/29/2025 | Fairway Wealth LLC | 5,459 | $1.21M | 0.4% | +14.7% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 45,483 | $10.09M | 0.3% | -1.3% | 0.005% | |
4/29/2025 | Pacific Point Advisors LLC | 3,120 | $692K | 0.4% | +7.3% | 0.000% | |
4/29/2025 | Sightline Wealth Advisors LLC | 6,510 | $1.44M | 0.8% | +9.0% | 0.001% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 134,850 | $29.90M | 6.3% | +1.5% | 0.014% | |
4/29/2025 | Security National Bank of SO Dak | 4,200 | $931K | 0.5% | -7.2% | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 34,043 | $7.55M | 0.1% | -6.3% | 0.003% | |
4/29/2025 | Raleigh Capital Management Inc. | 834 | $185K | 0.1% | -5.3% | 0.000% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 26,243 | $5.82M | 2.2% | -0.6% | 0.003% | |
4/29/2025 | TD Private Client Wealth LLC | 46,985 | $10.42M | 0.3% | +16.3% | 0.005% | |
4/29/2025 | Capital Advisors Inc. OK | 3,687 | $818K | 0.0% | -93.4% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 4,765 | $1.06M | 0.4% | -8.2% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,960,666 | $1.10B | 0.4% | -5.7% | 0.500% | |
4/29/2025 | Astoria Strategic Wealth Inc. | 6,827 | $1.51M | 0.4% | +2.6% | 0.001% | |
4/29/2025 | Penserra Capital Management LLC | 59,236 | $13.14M | 0.2% | -31.8% | 0.006% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 3,690 | $818K | 0.4% | -1.7% | 0.000% | |
4/29/2025 | Chilton Capital Management LLC | 42,005 | $9.32M | 0.4% | -5.8% | 0.004% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 269,200 | $59.70M | 3.9% | +362.5% | 0.027% | |
4/29/2025 | Traveka Wealth LLC | 9,614 | $2.13M | 1.2% | -4.6% | 0.001% | |
4/29/2025 | Cloud Capital Management LLC | 1,259 | $279K | 0.2% | N/A | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 4,582 | $1.02M | 0.3% | -1.3% | 0.000% | |
4/29/2025 | Atlantic Edge Private Wealth Management LLC | 162 | $36K | 0.0% | -53.3% | 0.000% | |
4/29/2025 | Capital Planning LLC | 43,977 | $9.75M | 2.7% | -2.1% | 0.004% | |
4/29/2025 | Compass Wealth Management LLC | 416 | $92K | 0.0% | +199.3% | 0.000% | |
4/29/2025 | Viewpoint Capital Management LLC | 10,403 | $2.31M | 1.2% | +1.2% | 0.001% | |
4/29/2025 | One Day In July LLC | 14,226 | $3.16M | 0.3% | +1.6% | 0.001% | |
4/29/2025 | Proffitt & Goodson Inc. | 1,624 | $360K | 0.1% | -78.2% | 0.000% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 41,529 | $9.21M | 2.2% | +1.3% | 0.004% | |
4/29/2025 | Olistico Wealth LLC | 1,408 | $312K | 0.2% | -32.2% | 0.000% | |
4/29/2025 | Compton Wealth Advisory Group LLC | 72,939 | $16.17M | 4.5% | +3.2% | 0.007% | |
4/29/2025 | REDW Wealth LLC | 2,136 | $474K | 0.2% | -40.2% | 0.000% | |
4/29/2025 | Whelan Financial | 130,771 | $29.00M | 11.3% | -0.6% | 0.013% | |
4/29/2025 | Burke & Herbert Bank & Trust Co. | 1,967 | $436K | 0.1% | N/A | 0.000% | |
4/29/2025 | Sharp Financial Services LLC | 1,725 | $383K | 0.3% | +94.9% | 0.000% | |
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4/29/2025 | Stage Harbor Financial LLC | 20,464 | $4.54M | 3.8% | -1.3% | 0.002% | |
4/29/2025 | Acorn Financial Advisory Services Inc. ADV | 138,960 | $30.82M | 5.6% | -9.3% | 0.014% | |
4/29/2025 | Concurrent Investment Advisors LLC | 35,137 | $7.79M | 0.2% | -22.4% | 0.004% | |
4/29/2025 | Discipline Wealth Solutions LLC | 3,568 | $791K | 0.4% | -5.4% | 0.000% | |
4/29/2025 | Simmons Bank | 10,596 | $2.35M | 0.2% | -1.5% | 0.001% | |
4/29/2025 | HM Payson & Co. | 1,781 | $395K | 0.0% | +4.3% | 0.000% | |
4/29/2025 | DT Investment Partners LLC | 114 | $25K | 0.0% | -99.9% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 1,832,940 | $406.45M | 0.1% | +7.6% | 0.185% | |
4/29/2025 | Elite Financial Inc. | 33,405 | $7.41M | 3.9% | +0.4% | 0.003% | |
4/29/2025 | World Investment Advisors | 45,831 | $10.16M | 0.3% | +25.7% | 0.005% | |