5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 5,789 | $1.42M | 0.3% | +5.3% | 0.010% | |
5/1/2025 | BHK Investment Advisors LLC | 89,220 | $21.83M | 9.2% | -11.6% | 0.148% | |
5/1/2025 | CWM LLC | 39,864 | $9.75M | 0.0% | +19.0% | 0.066% | |
5/1/2025 | Hughes Financial Services LLC | 476 | $117K | 0.0% | N/A | 0.001% | |
5/1/2025 | Q3 Asset Management | 40,418 | $9.89M | 6.8% | N/A | 0.067% | |
5/1/2025 | Stephens Inc. AR | 24,357 | $5.96M | 0.1% | +10.5% | 0.040% | |
5/1/2025 | FDx Advisors Inc. | 3,338 | $817K | 0.3% | -2.0% | 0.006% | |
5/1/2025 | Fort Sheridan Advisors LLC | 1,467 | $359K | 0.1% | -3.1% | 0.002% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 411 | $101K | 0.1% | -14.7% | 0.001% | |
5/1/2025 | Lane & Associates LLC | 2,273 | $556K | 0.3% | -4.2% | 0.004% | |
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5/1/2025 | Fifth Third Securities Inc. | 19,327 | $4.73M | 0.4% | +1.6% | 0.032% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 9,411 | $2.30M | 2.0% | -2.7% | 0.016% | |
5/1/2025 | Croban | 5,964 | $1.46M | 1.3% | N/A | 0.010% | |
5/1/2025 | Fidelis Capital Partners LLC | 6,550 | $1.61M | 0.2% | -6.4% | 0.011% | |
4/30/2025 | Cerity Partners LLC | 194,130 | $47.49M | 0.1% | +0.6% | 0.321% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 277 | $68K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 44,604 | $10.93M | 0.1% | -1.3% | 0.074% | |
4/30/2025 | Pineridge Advisors LLC | 212 | $52K | 0.0% | +165.0% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 24,190 | $5.92M | 0.3% | +2.2% | 0.040% | |
4/30/2025 | Axxcess Wealth Management LLC | 1,053 | $258K | 0.0% | -16.1% | 0.002% | |
4/30/2025 | Rehmann Capital Advisory Group | 2,470 | $604K | 0.0% | +15.1% | 0.004% | |
4/30/2025 | New Insight Wealth Advisors | 1,202 | $294K | 0.1% | -9.1% | 0.002% | |
4/30/2025 | Peterson Wealth Advisors LLC | 1,017 | $249K | 0.0% | N/A | 0.002% | |
4/30/2025 | Silverlake Wealth Management LLC | 3,459 | $846K | 0.3% | +22.9% | 0.006% | |
4/30/2025 | Valeo Financial Advisors LLC | 2,874 | $703K | 0.0% | -11.1% | 0.005% | |
4/30/2025 | M&T Bank Corp | 837 | $205K | 0.0% | -26.3% | 0.001% | |
4/30/2025 | SilverOak Wealth Management LLC | 11,417 | $2.79M | 0.6% | -1.1% | 0.019% | |
4/30/2025 | Stratos Wealth Advisors LLC | 9,309 | $2.28M | 0.1% | +16.3% | 0.015% | |
4/30/2025 | Black Diamond Financial LLC | 66,589 | $16.29M | 2.4% | +1.7% | 0.110% | |
4/30/2025 | Sierra Capital LLC | 5,484 | $1.34M | 0.2% | +189.7% | 0.009% | |
4/30/2025 | Geneva Partners LLC | 5,687 | $1.39M | 0.7% | +0.8% | 0.009% | |
4/30/2025 | Sigma Investment Counselors Inc. | 928 | $227K | 0.0% | +9.8% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 19,713 | $4.82M | 0.0% | -1.9% | 0.033% | |
4/30/2025 | Alpha Cubed Investments LLC | 923 | $226K | 0.0% | N/A | 0.002% | |
4/30/2025 | Planning Directions Inc. | 18,496 | $4.53M | 1.9% | +8.1% | 0.031% | |
4/30/2025 | J Hagan Capital Inc. | 10,079 | $2.56M | 2.3% | N/A | 0.017% | |
4/30/2025 | Synergy Investment Management LLC | 567 | $139K | 0.1% | +10.3% | 0.001% | |
4/30/2025 | Washington Trust Bank | 3,608 | $883K | 0.1% | +3.9% | 0.006% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,788 | $682K | 0.0% | N/A | 0.005% | |
4/29/2025 | Financial Counselors Inc. | 32,752 | $8.01M | 0.1% | +8.1% | 0.054% | |
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4/29/2025 | Cooksen Wealth LLC | 10,801 | $2.55M | 2.5% | +8.8% | 0.018% | |
4/29/2025 | TD Private Client Wealth LLC | 1,552 | $380K | 0.0% | -37.1% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 831,637 | $203.45M | 0.1% | -2.6% | 1.377% | |
4/29/2025 | Hexagon Capital Partners LLC | 4,689 | $1.15M | 0.2% | -1.7% | 0.008% | |
4/29/2025 | Penserra Capital Management LLC | 44,049 | $10.78M | 0.2% | N/A | 0.073% | |
4/29/2025 | Ifrah Financial Services Inc. | 15,863 | $3.88M | 1.1% | -5.8% | 0.026% | |
4/29/2025 | Cloud Capital Management LLC | 359 | $87K | 0.1% | N/A | 0.001% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 1,325 | $324K | 0.1% | N/A | 0.002% | |
4/29/2025 | Compton Wealth Advisory Group LLC | 46,396 | $11.35M | 3.1% | -1.4% | 0.077% | |
4/29/2025 | Concurrent Investment Advisors LLC | 18,971 | $4.64M | 0.1% | +5.4% | 0.031% | |
4/29/2025 | Simmons Bank | 9,072 | $2.22M | 0.2% | -5.3% | 0.015% | |
4/29/2025 | Bank of New York Mellon Corp | 7,399 | $1.81M | 0.0% | +1.1% | 0.012% | |
4/29/2025 | World Investment Advisors | 15,146 | $3.71M | 0.1% | -87.3% | 0.025% | |
4/29/2025 | Truist Financial Corp | 276,344 | $67.61M | 0.1% | -2.6% | 0.458% | |
4/29/2025 | Capital Investment Advisory Services LLC | 899 | $220K | 0.0% | +22.6% | 0.001% | |
4/29/2025 | Brookstone Capital Management | 10,283 | $2.52M | 0.0% | +13.0% | 0.017% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 1,615 | $395K | 0.0% | N/A | 0.003% | |
4/29/2025 | OneDigital Investment Advisors LLC | 6,144 | $1.50M | 0.0% | -31.7% | 0.010% | |
4/29/2025 | Avantax Planning Partners Inc. | 29,771 | $7.28M | 0.3% | +21.7% | 0.049% | |
4/29/2025 | Silver Oak Securities Incorporated | 1,011 | $247K | 0.0% | N/A | 0.002% | |
4/29/2025 | Sterling Financial Planning Inc. | 9,547 | $2.34M | 0.8% | +4.1% | 0.016% | |
4/29/2025 | Checchi Capital Advisers LLC | 11,756 | $2.88M | 0.2% | -62.5% | 0.019% | |
4/28/2025 | D.A. Davidson & CO. | 40,535 | $9.92M | 0.1% | -2.9% | 0.067% | |
4/28/2025 | Mutual Advisors LLC | 12,081 | $2.97M | 0.1% | -1.5% | 0.020% | |
4/28/2025 | First Horizon Advisors Inc. | 50,976 | $12.47M | 0.4% | -5.3% | 0.084% | |
4/28/2025 | Private Trust Co. NA | 1,335 | $327K | 0.0% | +25.6% | 0.002% | |
4/28/2025 | Mainstream Capital Management LLC | 6,461 | $1.58M | 1.3% | -2.5% | 0.011% | |
4/28/2025 | Pinnacle Financial Partners Inc | 5,940 | $1.45M | 0.0% | +20.6% | 0.010% | |
4/28/2025 | Aaron Wealth Advisors LLC | 1,651 | $404K | 0.0% | -49.3% | 0.003% | |
4/28/2025 | Whitegate Investment Counselors Inc. | 3,460 | $847K | 0.3% | +10.6% | 0.006% | |
4/28/2025 | Keybank National Association OH | 4,994 | $1.22M | 0.0% | -1.9% | 0.008% | |
4/28/2025 | Rossby Financial LCC | 476 | $117K | 0.0% | -80.6% | 0.001% | |
4/28/2025 | DAVENPORT & Co LLC | 3,442 | $842K | 0.0% | -2.1% | 0.006% | |
4/28/2025 | Clear Creek Financial Management LLC | 910 | $223K | 0.0% | N/A | 0.002% | |
4/28/2025 | Hapanowicz & Associates Financial Services Inc | 27,983 | $6.85M | 3.8% | +2.8% | 0.046% | |
4/28/2025 | BLB&B Advisors LLC | 1,547 | $378K | 0.0% | +11.5% | 0.003% | |
4/25/2025 | Mather Group LLC. | 19,736 | $4.83M | 0.1% | +5.1% | 0.033% | |
4/25/2025 | Kieckhefer Group LLC | 23,571 | $5.77M | 4.2% | +0.4% | 0.039% | |
4/25/2025 | Keystone Financial Services LLC | 2,207 | $540K | 0.5% | +27.5% | 0.004% | |
4/25/2025 | Koshinski Asset Management Inc. | 5,819 | $1.42M | 0.1% | +55.8% | 0.010% | |
4/25/2025 | Morton Brown Family Wealth LLC | 1,931 | $472K | 0.2% | -17.5% | 0.003% | |
4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 25,443 | $6.22M | 2.2% | +5.2% | 0.042% | |
4/25/2025 | MidAtlantic Capital Management Inc. | 14,911 | $3.65M | 2.9% | +0.3% | 0.025% | |
4/25/2025 | MorganRosel Wealth Management LLC | 28,929 | $7.08M | 2.1% | N/A | 0.048% | |
4/25/2025 | Custos Family Office LLC | 4,635 | $1.13M | 0.4% | -23.1% | 0.008% | |
4/25/2025 | Washington Trust Advisors Inc. | 6,474 | $1.58M | 0.1% | -0.7% | 0.011% | |
4/25/2025 | Ameritas Advisory Services LLC | 3,616 | $912K | 0.0% | +7.2% | 0.006% | |
4/25/2025 | Meridian Financial LLC | 8,953 | $2.19M | 1.5% | -1.8% | 0.015% | |
4/25/2025 | Sovran Advisors LLC | 4,620 | $1.08M | 0.1% | +6.2% | 0.008% | |
4/25/2025 | Joel Isaacson & Co. LLC | 7,199 | $1.76M | 0.1% | -1.1% | 0.012% | |
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4/24/2025 | Tsfg LLC | 11,206 | $2.74M | 0.6% | -1.3% | 0.019% | |
4/24/2025 | Highland Capital Management LLC | 43,829 | $10.72M | 0.6% | -1.0% | 0.073% | |
4/24/2025 | Old North State Wealth Management LLC | 1,669 | $410K | 0.2% | +26.1% | 0.003% | |
4/24/2025 | Transcend Capital Advisors LLC | 1,619 | $396K | 0.0% | +8.1% | 0.003% | |
4/24/2025 | Wolff Financial Management LLC | 40,776 | $9.98M | 2.8% | -0.6% | 0.068% | |
4/24/2025 | Falcon Wealth Planning | 7,934 | $1.94M | 0.2% | +11.1% | 0.013% | |
4/23/2025 | KPP Advisory Services LLC | 10,241 | $2.51M | 0.5% | +1.3% | 0.017% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 6,260 | $1.53M | 0.1% | +19.1% | 0.010% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,289 | $805K | 0.0% | -7.9% | 0.005% | |
4/23/2025 | Pure Financial Advisors LLC | 4,635 | $1.13M | 0.0% | -1.7% | 0.008% | |