8/1/2025 | Oarsman Capital Inc. | 10,091 | $499K | 0.1% | +6.1% | 0.001% | |
8/1/2025 | Bank of Jackson Hole Trust | 8,169 | $404K | 0.2% | +43.9% | 0.000% | |
8/1/2025 | Motco | 12,330 | $614K | 0.1% | -26.1% | 0.001% | |
8/1/2025 | Cedar Point Capital Partners LLC | 124,809 | $6.17M | 4.4% | -9.3% | 0.007% | |
8/1/2025 | Fire Capital Management LLC | 62,938 | $3.11M | 2.0% | +47.6% | 0.003% | |
8/1/2025 | FSA Advisors Inc. | 6,214 | $307K | 0.2% | -80.5% | 0.000% | |
8/1/2025 | Auto Owners Insurance Co | 1,310,716 | $64.83M | 1.4% | +46.2% | 0.071% | |
8/1/2025 | Milestone Asset Management Group LLC | 9,113 | $451K | 0.3% | +28.5% | 0.000% | |
8/1/2025 | Austin Private Wealth LLC | 261,779 | $12.95M | 1.0% | -8.6% | 0.014% | |
8/1/2025 | James Investment Research Inc. | 27,538 | $1.36M | 0.2% | N/A | 0.001% | |
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8/1/2025 | Planning Directions Inc. | 4,211 | $208K | 0.1% | -58.6% | 0.000% | |
8/1/2025 | Zhang Financial LLC | 223,119 | $11.04M | 0.5% | +3.8% | 0.012% | |
8/1/2025 | Anson Capital Inc. | 4,365 | $216K | 0.2% | -4.8% | 0.000% | |
8/1/2025 | Integral Investment Advisors Inc. | 6,168 | $305K | 0.1% | +13.8% | 0.000% | |
8/1/2025 | Wincap Financial LLC | 5,630 | $278K | 0.2% | N/A | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 805,610 | $39.85M | 5.4% | +9.4% | 0.044% | |
8/1/2025 | Motley Fool Wealth Management LLC | 41,996 | $2.08M | 0.1% | -18.8% | 0.002% | |
8/1/2025 | May Hill Capital LLC | 37,514 | $1.86M | 0.6% | -17.2% | 0.002% | |
8/1/2025 | Petra Financial Advisors Inc. | 13,539 | $670K | 0.4% | -2.5% | 0.001% | |
8/1/2025 | Equita Financial Network Inc. | 10,516 | $520K | 0.2% | -85.1% | 0.001% | |
8/1/2025 | GWN Securities Inc. | 15,460 | $766K | 0.1% | -23.5% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 2,907 | $144K | 0.1% | +42.7% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 3,043,986 | $151.59M | 3.4% | +47.9% | 0.164% | |
8/1/2025 | Liberty Wealth Management LLC | 14,025 | $689K | 0.1% | -3.1% | 0.001% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 35,075 | $1.74M | 0.0% | N/A | 0.002% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 31,560 | $1.56M | 0.1% | -1.9% | 0.002% | |
8/1/2025 | Penobscot Wealth Management | 202,893 | $10.04M | 3.6% | +6.5% | 0.011% | |
8/1/2025 | Bessemer Group Inc. | 1,562,582 | $77.29M | 0.1% | -4.1% | 0.084% | |
8/1/2025 | Koss Olinger Consulting LLC | 210,530 | $10.41M | 0.9% | -7.7% | 0.011% | |
8/1/2025 | Financial Counselors Inc. | 51,722 | $2.56M | 3.6% | -86.1% | 0.003% | |
8/1/2025 | First Command Advisory Services Inc. | 1,817 | $90K | 0.0% | +18.4% | 0.000% | |
8/1/2025 | Banco Santander S.A. | 399,412 | $19.76M | 0.2% | +29.8% | 0.022% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 142,610 | $7.05M | 0.2% | +4.1% | 0.008% | |
8/1/2025 | Twin Lakes Capital Management LLC | 18,136 | $897K | 0.4% | -3.5% | 0.001% | |
8/1/2025 | MorganRosel Wealth Management LLC | 42,728 | $2.11M | 0.6% | +5.3% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 44,048,578 | $2.18B | 0.6% | +0.6% | 2.380% | |
8/1/2025 | Chilton Capital Management LLC | 96,324 | $4.76M | 0.2% | -0.8% | 0.005% | |
7/31/2025 | Wealthfront Advisers LLC | 45,479,372 | $2.25B | 5.8% | +0.1% | 2.458% | |
7/31/2025 | Perissos Private Wealth Management LLC | 75,768 | $3.75M | 3.0% | N/A | 0.004% | |
7/31/2025 | Atlatl Advisers LLC | 66,886 | $3.31M | 1.6% | +9.2% | 0.004% | |
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7/31/2025 | Prudent Man Advisors LLC | 18,439 | $912K | 0.3% | -1.3% | 0.001% | |
7/31/2025 | Jordan Park Group LLC | 510,529 | $25.25M | 1.6% | +14.5% | 0.028% | |
7/31/2025 | Guardian Wealth Advisors LLC | 135,099 | $6.68M | 4.0% | +4.8% | 0.007% | |
7/31/2025 | VestGen Investment Management | 15,771 | $780K | 0.6% | -3.1% | 0.001% | |
7/31/2025 | Conservest Capital Advisors Inc. | 27,247 | $1.35M | 0.1% | -1.3% | 0.001% | |
7/31/2025 | Fiduciary Wealth Partners LLC | 17,167 | $849K | 0.8% | -43.6% | 0.001% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 6,600 | $326K | 0.1% | +21.4% | 0.000% | |
7/31/2025 | Darden Wealth Group Inc | 6,900 | $341K | 0.2% | N/A | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 37,632 | $1.86M | 1.0% | +18.7% | 0.002% | |
7/31/2025 | Interchange Capital Partners LLC | 23,198 | $1.15M | 0.3% | -4.9% | 0.001% | |
7/31/2025 | Brighton Jones LLC | 84,768 | $4.19M | 0.1% | +2.4% | 0.005% | |
7/31/2025 | Leavell Investment Management Inc. | 218,130 | $10.79M | 0.5% | +9.7% | 0.012% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 57,396 | $2.84M | 0.6% | -4.2% | 0.003% | |
7/31/2025 | Ramsay Stattman Vela & Price Inc. | 26,833 | $1.33M | 0.2% | -10.8% | 0.001% | |
7/31/2025 | BIP Alliance LLC | 197,694 | $9.78M | 3.8% | -1.0% | 0.011% | |
7/31/2025 | BIP Wealth LLC | 302,224 | $14.95M | 0.9% | -3.5% | 0.016% | |
7/31/2025 | Mcdaniel Terry & Co. | 4,078 | $202K | 0.0% | N/A | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 414,046 | $20.48M | 0.3% | +19.2% | 0.022% | |
7/31/2025 | Curio Wealth LLC | 1,270 | $63K | 0.0% | +18,042.9% | 0.000% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 12,810 | $634K | 0.2% | -30.1% | 0.001% | |
7/31/2025 | Carrera Capital Advisors | 13,027 | $644K | 0.1% | -18.0% | 0.001% | |
7/31/2025 | Sage Mountain Advisors LLC | 5,473 | $271K | 0.0% | -12.5% | 0.000% | |
7/31/2025 | Lee Danner & Bass Inc. | 86,434 | $4.28M | 0.3% | -0.7% | 0.005% | |
7/31/2025 | Kathleen S. Wright Associates Inc. | 7,368 | $364K | 0.1% | -7.3% | 0.000% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 117,023 | $5.79M | 1.1% | +2.3% | 0.006% | |
7/31/2025 | GLOBALT Investments LLC GA | 492,215 | $24.35M | 0.9% | -2.2% | 0.027% | |
7/31/2025 | Opus Capital Group LLC | 96,774 | $4.79M | 0.6% | +3.7% | 0.005% | |
7/31/2025 | LJI Wealth Management LLC | 8,155 | $403K | 0.1% | N/A | 0.000% | |
7/31/2025 | Asset Management One Co. Ltd. | 141,200 | $6.98M | 0.0% | +0.3% | 0.008% | |
7/31/2025 | Manuka Financial LLC | 57,675 | $2.85M | 1.6% | -20.3% | 0.003% | |
7/31/2025 | AlTi Global Inc. | 61,831 | $3.06M | 0.1% | +34.8% | 0.003% | |
7/31/2025 | Cardinal Point Capital Management ULC | 4,528 | $224K | 0.0% | -31.2% | 0.000% | |
7/31/2025 | GenTrust LLC | 1,130,386 | $55.91M | 2.6% | -21.7% | 0.061% | |
7/31/2025 | Opes Wealth Management LLC | 47,396 | $2.34M | 0.4% | -3.0% | 0.003% | |
7/31/2025 | Sharper & Granite LLC | 15,721 | $783K | 0.3% | -7.1% | 0.001% | |
7/31/2025 | 180 Wealth Advisors LLC | 189,123 | $9.35M | 1.3% | +5.1% | 0.010% | |
7/31/2025 | Alamar Capital Management LLC | 9,836 | $486K | 0.3% | -7.8% | 0.001% | |
7/31/2025 | Money Design Co. Ltd. | 1,757,212 | $86.91M | 4.1% | +2.4% | 0.095% | |
7/31/2025 | Prentice Wealth Management LLC | 58,095 | $2.87M | 0.8% | -81.0% | 0.003% | |
7/31/2025 | Avion Wealth | 66,295 | $3.28M | 0.7% | -16.1% | 0.004% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 7,946 | $392K | 0.2% | -28.5% | 0.000% | |
7/31/2025 | FSM Wealth Advisors LLC | 385,194 | $19.04M | 3.1% | +6.7% | 0.021% | |
7/31/2025 | Gill Capital Partners LLC | 39,018 | $1.93M | 0.6% | -6.4% | 0.002% | |
7/30/2025 | First Citizens Bank & Trust Co. | 126,403 | $6.25M | 0.1% | -4.4% | 0.007% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 58,989 | $2.92M | 0.2% | +177.8% | 0.003% | |
7/30/2025 | Bleakley Financial Group LLC | 34,088 | $1.69M | 0.0% | +16.8% | 0.002% | |
7/30/2025 | Rothschild Capital Partners LLC | 8,013 | $396K | 0.1% | -36.2% | 0.000% | |
7/30/2025 | Cambridge Capital Management LLC | 28,901 | $1.43M | 0.8% | N/A | 0.002% | |
7/30/2025 | Connors Investor Services Inc. | 187,177 | $9.26M | 0.8% | +3.4% | 0.010% | |
7/30/2025 | Strategic Blueprint LLC | 154,649 | $7.65M | 0.4% | -9.3% | 0.008% | |
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7/30/2025 | Granite Harbor Advisors Inc. | 82,661 | $4.09M | 1.9% | -2.4% | 0.004% | |
7/30/2025 | Freedom Investment Management Inc. | 28,824 | $1.43M | 0.1% | +13.8% | 0.002% | |
7/30/2025 | Fusion Family Wealth LLC | 2,087,330 | $103.24M | 8.7% | -3.9% | 0.113% | |
7/30/2025 | Axiom Financial Strategies LLC | 178,131 | $8.81M | 4.9% | -0.5% | 0.010% | |
7/30/2025 | Forum Financial Management LP | 12,248 | $606K | 0.0% | +6.0% | 0.001% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 35,378 | $1.75M | 0.3% | -21.9% | 0.002% | |
7/30/2025 | Rehmann Capital Advisory Group | 14,849 | $734K | 0.0% | +4.0% | 0.001% | |
7/30/2025 | Dudley Capital Management LLC | 4,257 | $211K | 0.1% | N/A | 0.000% | |
7/30/2025 | Birch Hill Investment Advisors LLC | 122,050 | $6.04M | 0.3% | +0.4% | 0.007% | |
7/30/2025 | TFB Advisors LLC | 10,076 | $498K | 0.1% | +6.3% | 0.001% | |