4/30/2025 | Seamount Financial Group Inc. | 25,195 | $2.28M | 1.6% | +2.7% | 0.002% | |
4/30/2025 | FIDELIS iM LLC | 82,548 | $7.47M | 3.5% | -89.7% | 0.008% | |
4/30/2025 | Cerity Partners LLC | 863,748 | $78.20M | 0.2% | +0.3% | 0.081% | |
4/30/2025 | Phillips Financial Management LLC | 120,279 | $10.89M | 0.8% | -10.3% | 0.011% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 2,329 | $211K | 0.2% | N/A | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 14,197 | $1.29M | 0.1% | +1.6% | 0.001% | |
4/30/2025 | Allworth Financial LP | 27,590 | $2.41M | 0.0% | -2.7% | 0.003% | |
4/30/2025 | Capital Insight Partners LLC | 5,439 | $492K | 0.1% | -25.2% | 0.001% | |
4/30/2025 | MainStreet Investment Advisors LLC | 5,823 | $527K | 0.1% | -9.1% | 0.001% | |
4/30/2025 | Index Fund Advisors Inc. | 9,578 | $867K | 0.1% | +3.3% | 0.001% | |
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4/30/2025 | Leavell Investment Management Inc. | 23,781 | $2.15M | 0.1% | +0.7% | 0.002% | |
4/30/2025 | Quotient Wealth Partners LLC | 4,656 | $422K | 0.0% | -20.5% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 6,875 | $622K | 0.0% | +11.3% | 0.001% | |
4/30/2025 | Moloney Securities Asset Management LLC | 3,663 | $332K | 0.0% | -6.1% | 0.000% | |
4/30/2025 | Axxcess Wealth Management LLC | 17,072 | $1.55M | 0.0% | -11.4% | 0.002% | |
4/30/2025 | Twelve Points Wealth Management LLC | 2,985 | $270K | 0.1% | N/A | 0.000% | |
4/30/2025 | Rehmann Capital Advisory Group | 5,691 | $515K | 0.0% | -4.0% | 0.001% | |
4/30/2025 | Principal Securities Inc. | 6,434 | $573K | 0.0% | +9.0% | 0.001% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 16,869 | $1.53M | 0.3% | -1.6% | 0.002% | |
4/30/2025 | Greenleaf Trust | 5,604 | $507K | 0.0% | -17.8% | 0.001% | |
4/30/2025 | Peterson Wealth Advisors LLC | 101,456 | $9.19M | 1.7% | -0.1% | 0.010% | |
4/30/2025 | Silverlake Wealth Management LLC | 5,060 | $458K | 0.2% | +13.4% | 0.000% | |
4/30/2025 | Opus Capital Group LLC | 5,886 | $533K | 0.1% | -3.7% | 0.001% | |
4/30/2025 | Partners in Financial Planning | 151,063 | $13.68M | 2.7% | +2.2% | 0.014% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,938 | $357K | 0.0% | +27.4% | 0.000% | |
4/30/2025 | M&T Bank Corp | 424,756 | $38.46M | 0.1% | +1.8% | 0.040% | |
4/30/2025 | Stratos Wealth Partners LTD. | 99,648 | $9.02M | 0.1% | -9.7% | 0.009% | |
4/30/2025 | Stratos Wealth Advisors LLC | 59,186 | $5.36M | 0.3% | +7.1% | 0.006% | |
4/30/2025 | Stratos Investment Management LLC | 2,587 | $234K | 0.0% | -30.7% | 0.000% | |
4/30/2025 | Black Diamond Financial LLC | 45,821 | $4.15M | 0.6% | +1.9% | 0.004% | |
4/30/2025 | Sierra Capital LLC | 13,547 | $1.23M | 0.1% | +5.6% | 0.001% | |
4/30/2025 | Navalign LLC | 117,470 | $10.64M | 3.0% | -0.5% | 0.011% | |
4/30/2025 | Brown Advisory Inc. | 156,082 | $14.13M | 0.0% | -2.7% | 0.015% | |
4/30/2025 | Sharper & Granite LLC | 23,100 | $2.09M | 0.9% | +8.0% | 0.002% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 2,493 | $226K | 0.0% | +10.9% | 0.000% | |
4/30/2025 | Gibraltar Capital Management Inc. | 9,145 | $828K | 0.2% | N/A | 0.001% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 5,354 | $485K | 0.2% | -6.3% | 0.001% | |
4/30/2025 | Capital Management Associates Inc | 43,589 | $3.95M | 0.9% | +116.1% | 0.004% | |
4/30/2025 | Synergy Investment Management LLC | 302 | $27K | 0.0% | -51.0% | 0.000% | |
4/30/2025 | Washington Trust Bank | 12,588 | $1.14M | 0.1% | +3.3% | 0.001% | |
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4/29/2025 | Centennial Bank AR | 17,875 | $1.62M | 0.8% | -4.7% | 0.002% | |
4/29/2025 | Fairway Wealth LLC | 81,367 | $7.37M | 2.2% | +1.9% | 0.008% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 18,035 | $1.63M | 0.1% | +11.8% | 0.002% | |
4/29/2025 | Security National Bank of SO Dak | 3,115 | $282K | 0.2% | N/A | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 617,938 | $55.95M | 0.8% | +0.1% | 0.058% | |
4/29/2025 | Wood Tarver Financial Group LLC | 2,691 | $244K | 0.1% | -22.7% | 0.000% | |
4/29/2025 | Callan Capital LLC | 18,716 | $1.70M | 0.1% | -3.5% | 0.002% | |
4/29/2025 | TD Private Client Wealth LLC | 25,537 | $2.31M | 0.1% | -9.2% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,690,870 | $243.63M | 0.1% | -0.3% | 0.254% | |
4/29/2025 | Fund Evaluation Group LLC | 16,493 | $1.49M | 0.1% | +1.2% | 0.002% | |
4/29/2025 | Hexagon Capital Partners LLC | 4,511 | $408K | 0.1% | +3.7% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 42,748 | $3.87M | 0.1% | N/A | 0.004% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 3,862 | $349K | 0.2% | -3.5% | 0.000% | |
4/29/2025 | Chilton Capital Management LLC | 88,624 | $8.02M | 0.3% | -13.3% | 0.008% | |
4/29/2025 | Ifrah Financial Services Inc. | 20,278 | $1.84M | 0.5% | -8.8% | 0.002% | |
4/29/2025 | Traveka Wealth LLC | 57,431 | $5.20M | 2.9% | +8.4% | 0.005% | |
4/29/2025 | Pure Portfolios Holdings LLC | 11,937 | $1.08M | 0.4% | +10.9% | 0.001% | |
4/29/2025 | SwitchPoint Financial Planning LLC | 3,069 | $278K | 0.3% | +22.4% | 0.000% | |
4/29/2025 | One Day In July LLC | 83,690 | $7.58M | 0.8% | -28.1% | 0.008% | |
4/29/2025 | Proffitt & Goodson Inc. | 3,204 | $290K | 0.0% | +12.0% | 0.000% | |
4/29/2025 | Olistico Wealth LLC | 487 | $44K | 0.0% | N/A | 0.000% | |
4/29/2025 | REDW Wealth LLC | 82,434 | $7.46M | 2.8% | -3.9% | 0.008% | |
4/29/2025 | Whelan Financial | 252,566 | $22.87M | 8.9% | -0.2% | 0.024% | |
4/29/2025 | Concurrent Investment Advisors LLC | 12,550 | $1.14M | 0.0% | +2.9% | 0.001% | |
4/29/2025 | DT Investment Partners LLC | 20,236 | $1.83M | 0.2% | -15.4% | 0.002% | |
4/29/2025 | Bank of New York Mellon Corp | 2,763,958 | $250.25M | 0.0% | +21.7% | 0.261% | |
4/29/2025 | Elite Financial Inc. | 2,853 | $258K | 0.1% | -17.2% | 0.000% | |
4/29/2025 | World Investment Advisors | 34,000 | $3.08M | 0.1% | +1.4% | 0.003% | |
4/29/2025 | Jackson Thornton Wealth Management LLC | 3,227 | $280K | 0.0% | -14.3% | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,366 | $124K | 0.0% | +43.5% | 0.000% | |
4/29/2025 | Morris Financial Concepts Inc. | 3,594 | $325K | 0.1% | -4.2% | 0.000% | |
4/29/2025 | Strategic Blueprint LLC | 13,675 | $1.24M | 0.1% | -3.1% | 0.001% | |
4/29/2025 | Brookstone Capital Management | 100,501 | $9.10M | 0.1% | +0.8% | 0.009% | |
4/29/2025 | SMART Wealth LLC | 13,393 | $1.21M | 0.4% | +6.8% | 0.001% | |
4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 5,585 | $506K | 0.0% | -23.6% | 0.001% | |
4/29/2025 | OneDigital Investment Advisors LLC | 14,885 | $1.35M | 0.0% | -26.3% | 0.001% | |
4/29/2025 | Avantax Planning Partners Inc. | 9,221 | $835K | 0.0% | +9.0% | 0.001% | |
4/29/2025 | Silver Oak Securities Incorporated | 3,923 | $352K | 0.0% | -58.1% | 0.000% | |
4/29/2025 | Calamos Wealth Management LLC | 2,490 | $225K | 0.0% | N/A | 0.000% | |
4/29/2025 | Conning Inc. | 40,944 | $3.71M | 0.1% | -12.6% | 0.004% | |
4/29/2025 | Aurora Private Wealth Inc. | 18,755 | $1.70M | 0.4% | N/A | 0.002% | |
4/29/2025 | Sterling Financial Planning Inc. | 32,302 | $2.93M | 1.1% | -2.7% | 0.003% | |
4/29/2025 | Davidson Trust Co. | 4,606 | $417K | 0.2% | +8.2% | 0.000% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 6,943 | $629K | 0.1% | -30.1% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 89,536 | $8.11M | 0.4% | -10.0% | 0.008% | |
4/28/2025 | D.A. Davidson & CO. | 27,236 | $2.47M | 0.0% | -26.7% | 0.003% | |
4/28/2025 | Principal Financial Group Inc. | 248,868 | $22.53M | 0.0% | -32.0% | 0.023% | |
4/28/2025 | Mutual Advisors LLC | 7,063 | $615K | 0.0% | +8.0% | 0.001% | |
4/28/2025 | Clark Asset Management LLC | 5,430 | $492K | 0.1% | +23.9% | 0.001% | |
4/28/2025 | Clune & Associates LTD. | 38,787 | $3.51M | 1.1% | +6.9% | 0.004% | |
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4/28/2025 | First Horizon Advisors Inc. | 20,388 | $1.85M | 0.1% | -28.3% | 0.002% | |
4/28/2025 | Latitude Advisors LLC | 2,845 | $258K | 0.1% | -31.9% | 0.000% | |
4/28/2025 | Revisor Wealth Management LLC | 2,553 | $231K | 0.1% | N/A | 0.000% | |
4/28/2025 | Novem Group | 24,148 | $2.19M | 0.3% | +1.6% | 0.002% | |
4/28/2025 | Weaver Consulting Group | 3,164 | $286K | 0.1% | +33.5% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 8,259 | $748K | 0.1% | +15.6% | 0.001% | |
4/28/2025 | Sensible Financial Planning & Management LLC. | 32,089 | $2.91M | 0.6% | -1.3% | 0.003% | |
4/28/2025 | Physician Wealth Advisors Inc. | 36,920 | $3.34M | 0.6% | -7.0% | 0.003% | |
4/28/2025 | Pinnacle Financial Partners Inc | 73,912 | $6.68M | 0.1% | +11.2% | 0.007% | |
4/28/2025 | Instrumental Wealth LLC | 2,514 | $219K | 0.2% | -26.6% | 0.000% | |