8/1/2025 | Oarsman Capital Inc. | 1,255 | $297K | 0.0% | -14.6% | 0.000% | |
8/1/2025 | Bank of Jackson Hole Trust | 5,680 | $1.35M | 0.8% | +48.6% | 0.002% | |
8/1/2025 | Auto Owners Insurance Co | 249,028 | $59.02M | 1.3% | -72.7% | 0.095% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 13,576 | $3.22M | 1.4% | -0.7% | 0.005% | |
8/1/2025 | Planning Directions Inc. | 3,117 | $739K | 0.4% | -3.8% | 0.001% | |
8/1/2025 | Zhang Financial LLC | 9,717 | $2.30M | 0.1% | +39.0% | 0.004% | |
8/1/2025 | Integral Investment Advisors Inc. | 45,882 | $10.87M | 3.1% | +5.0% | 0.017% | |
8/1/2025 | Clark Asset Management LLC | 125,357 | $29.71M | 4.0% | +14.7% | 0.048% | |
8/1/2025 | Motley Fool Wealth Management LLC | 5,809 | $1.38M | 0.1% | -10.4% | 0.002% | |
8/1/2025 | May Hill Capital LLC | 26,762 | $6.34M | 2.1% | -1.9% | 0.010% | |
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8/1/2025 | Logan Capital Management Inc. | 29,295 | $6.94M | 0.3% | -10.1% | 0.011% | |
8/1/2025 | GWN Securities Inc. | 1,958 | $467K | 0.1% | +16.8% | 0.001% | |
8/1/2025 | Advisory Alpha LLC | 2,412 | $572K | 0.0% | +5.5% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 280 | $66K | 0.0% | +27.3% | 0.000% | |
8/1/2025 | SYM FINANCIAL Corp | 869 | $206K | 0.0% | -8.3% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 1,763 | $426K | 0.0% | +56.4% | 0.001% | |
8/1/2025 | Liberty Wealth Management LLC | 5,174 | $1.23M | 0.2% | -43.9% | 0.002% | |
8/1/2025 | Transcend Capital Advisors LLC | 12,141 | $2.88M | 0.2% | -3.9% | 0.005% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 3,534 | $837K | 0.0% | +4.6% | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 246,587 | $58.44M | 0.1% | +17.4% | 0.094% | |
8/1/2025 | Koss Olinger Consulting LLC | 1,365 | $324K | 0.0% | +20.7% | 0.001% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 1,624 | $385K | 0.1% | -14.7% | 0.001% | |
8/1/2025 | Brookwood Investment Group LLC | 11,810 | $2.80M | 0.5% | -6.2% | 0.004% | |
8/1/2025 | MilWealth Group LLC | 169,746 | $40.23M | 10.4% | +2.5% | 0.064% | |
8/1/2025 | Yukon Wealth Management Inc. | 862 | $204K | 0.1% | N/A | 0.000% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 535 | $127K | 0.0% | -93.0% | 0.000% | |
8/1/2025 | First Command Advisory Services Inc. | 219,271 | $51.96M | 0.4% | +3.4% | 0.083% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 17,492 | $4.16M | 0.1% | -60.5% | 0.007% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 2,928 | $694K | 0.0% | -97.3% | 0.001% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 1,860 | $441K | 0.2% | -7.9% | 0.001% | |
8/1/2025 | MorganRosel Wealth Management LLC | 5,146 | $1.22M | 0.3% | +12.4% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 5,176,056 | $1.23B | 0.4% | +4.3% | 1.965% | |
8/1/2025 | Chilton Capital Management LLC | 40,121 | $9.51M | 0.3% | -4.5% | 0.015% | |
7/31/2025 | Wealthfront Advisers LLC | 1,467,855 | $347.85M | 0.9% | +0.9% | 0.557% | |
7/31/2025 | VestGen Investment Management | 13,566 | $3.22M | 2.3% | -7.8% | 0.005% | |
7/31/2025 | Blake Schutter Theil Wealth Advisors LLC | 890 | $211K | 0.2% | N/A | 0.000% | |
7/31/2025 | Conservest Capital Advisors Inc. | 3,898 | $924K | 0.1% | -1.7% | 0.001% | |
7/31/2025 | Fiduciary Wealth Partners LLC | 21,566 | $5.11M | 4.8% | -60.2% | 0.008% | |
7/31/2025 | Schoolcraft Capital LLC | 6,946 | $1.65M | 0.3% | -3.4% | 0.003% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 8,232 | $1.95M | 0.3% | +257.0% | 0.003% | |
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7/31/2025 | Brighton Jones LLC | 12,827 | $3.04M | 0.1% | +5.6% | 0.005% | |
7/31/2025 | Waldron Private Wealth LLC | 17,969 | $4.27M | 0.2% | -10.3% | 0.007% | |
7/31/2025 | Leavell Investment Management Inc. | 116,307 | $27.65M | 1.2% | -1.6% | 0.044% | |
7/31/2025 | BIP Alliance LLC | 1,288 | $305K | 0.1% | N/A | 0.000% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 1,904 | $451K | 0.1% | +20.2% | 0.001% | |
7/31/2025 | BIP Wealth LLC | 24,016 | $5.69M | 0.4% | +0.7% | 0.009% | |
7/31/2025 | City State Bank | 9,719 | $2.30M | 0.7% | -1.9% | 0.004% | |
7/31/2025 | Aspen Capital Management LLC | 1,407 | $333K | 0.1% | +3.2% | 0.001% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 74,234 | $17.59M | 0.2% | -1.7% | 0.028% | |
7/31/2025 | Mycio Wealth Partners LLC | 14,118 | $3.35M | 0.8% | +1.8% | 0.005% | |
7/31/2025 | Ranch Capital Advisors Inc. | 4,457 | $1.06M | 0.5% | +2.1% | 0.002% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 41,724 | $9.89M | 2.3% | +0.5% | 0.016% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 14,730 | $3.49M | 1.3% | +3.0% | 0.006% | |
7/31/2025 | Sage Mountain Advisors LLC | 45,340 | $10.75M | 0.7% | -0.2% | 0.017% | |
7/31/2025 | Washington Trust Advisors Inc. | 10,489 | $2.49M | 0.2% | -1.1% | 0.004% | |
7/31/2025 | First Business Financial Services Inc. | 7,596 | $1.80M | 0.2% | +48.1% | 0.003% | |
7/31/2025 | Moloney Securities Asset Management LLC | 1,261 | $299K | 0.0% | +5.8% | 0.000% | |
7/31/2025 | Trademark Financial Management LLC | 1,375 | $326K | 0.2% | -22.4% | 0.001% | |
7/31/2025 | GenTrust LLC | 17,606 | $4.19M | 0.2% | -9.9% | 0.007% | |
7/31/2025 | 180 Wealth Advisors LLC | 5,124 | $1.21M | 0.2% | +8.4% | 0.002% | |
7/31/2025 | Carnegie Investment Counsel | 5,569 | $1.32M | 0.0% | +6.2% | 0.002% | |
7/31/2025 | FSM Wealth Advisors LLC | 1,643 | $395K | 0.1% | +12.6% | 0.001% | |
7/31/2025 | Gill Capital Partners LLC | 27,388 | $6.49M | 2.1% | +2.5% | 0.010% | |
7/31/2025 | Hoge Financial Services LLC | 39,296 | $9.33M | 5.8% | +6.7% | 0.015% | |
7/30/2025 | First Citizens Bank & Trust Co. | 6,518 | $1.55M | 0.0% | -31.8% | 0.002% | |
7/30/2025 | Cornerstone Advisory LLC | 1,084 | $257K | 0.0% | +6.3% | 0.000% | |
7/30/2025 | Bleakley Financial Group LLC | 86,537 | $20.51M | 0.5% | +69.7% | 0.033% | |
7/30/2025 | Cambridge Capital Management LLC | 21,788 | $5.16M | 2.8% | N/A | 0.008% | |
7/30/2025 | Strategic Blueprint LLC | 12,698 | $3.01M | 0.1% | -19.2% | 0.005% | |
7/30/2025 | Principle Wealth Partners LLC | 9,694 | $2.30M | 0.1% | -2.5% | 0.004% | |
7/30/2025 | Red Crane Wealth Management LLC | 9,823 | $2.33M | 2.1% | +33.5% | 0.004% | |
7/30/2025 | Sloy Dahl & Holst LLC | 894 | $212K | 0.0% | N/A | 0.000% | |
7/30/2025 | Freedom Investment Management Inc. | 5,002 | $1.19M | 0.1% | +4.0% | 0.002% | |
7/30/2025 | Fusion Family Wealth LLC | 412,456 | $97.74M | 8.3% | +4.0% | 0.157% | |
7/30/2025 | Axiom Financial Strategies LLC | 36,647 | $8.69M | 4.8% | -0.8% | 0.014% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 24,469 | $5.80M | 0.9% | +1.3% | 0.009% | |
7/30/2025 | Caliber Wealth Management LLC KS | 3,076 | $729K | 0.1% | -28.9% | 0.001% | |
7/30/2025 | Rehmann Capital Advisory Group | 30,746 | $7.29M | 0.4% | -3.1% | 0.012% | |
7/30/2025 | Black Diamond Financial LLC | 33,687 | $7.98M | 1.2% | +0.3% | 0.013% | |
7/30/2025 | TFB Advisors LLC | 13,819 | $3.28M | 0.9% | +12.3% | 0.005% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 8,351 | $1.98M | 0.3% | -2.4% | 0.003% | |
7/30/2025 | Members Trust Co | 2,653 | $629K | 0.0% | -33.1% | 0.001% | |
7/30/2025 | Family Capital Management Inc. | 11,560 | $2.74M | 1.4% | +3.1% | 0.004% | |
7/30/2025 | Exencial Wealth Advisors LLC | 35,019 | $8.30M | 0.3% | +1.0% | 0.013% | |
7/30/2025 | Brookstone Capital Management | 97,908 | $23.20M | 0.3% | +6.8% | 0.037% | |
7/30/2025 | Phillips Financial Management LLC | 12,504 | $2.96M | 0.2% | -0.8% | 0.005% | |
7/30/2025 | Jacobsen Capital Management | 21,823 | $5.17M | 1.9% | +19.3% | 0.008% | |
7/30/2025 | Retirement Planning Group LLC | 11,248 | $2.67M | 0.1% | +1.1% | 0.004% | |
7/30/2025 | D.A. Davidson & CO. | 109,776 | $26.02M | 0.2% | +21.1% | 0.042% | |
7/30/2025 | Cullen Frost Bankers Inc. | 546,104 | $129.42M | 1.6% | +12.5% | 0.207% | |
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7/30/2025 | Pacific Sun Financial Corp | 6,759 | $1.60M | 0.8% | -5.1% | 0.003% | |
7/30/2025 | Fiduciary Family Office LLC | 9,851 | $2.33M | 0.8% | -28.1% | 0.004% | |
7/30/2025 | IMG Wealth Management Inc. | 2,317 | $549K | 0.4% | -2.0% | 0.001% | |
7/30/2025 | Advantage Trust Co | 1,437 | $341K | 0.2% | +34.7% | 0.001% | |
7/30/2025 | Greenup Street Wealth Management LLC | 10,259 | $2.43M | 0.4% | +5.6% | 0.004% | |
7/30/2025 | DecisionMap Wealth Management LLC | 1,345 | $319K | 0.2% | -5.1% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 53,183 | $12.60M | 0.2% | +1.7% | 0.020% | |
7/30/2025 | Mason & Associates LLC | 49,285 | $11.68M | 2.9% | +20.6% | 0.019% | |
7/30/2025 | Cabot Wellington LLC | 8,639 | $2.05M | 0.7% | -45.0% | 0.003% | |
7/30/2025 | Clune & Associates LTD. | 14,877 | $3.53M | 1.0% | +2.7% | 0.006% | |