4/30/2025 | Burford Brothers Inc. | 5,547 | $727K | 0.4% | -4.9% | 0.004% | |
4/30/2025 | CFC Planning Co LLC | 12,981 | $1.70M | 1.9% | -19.2% | 0.009% | |
4/30/2025 | Cerity Partners LLC | 143,129 | $18.76M | 0.0% | +3.7% | 0.099% | |
4/30/2025 | Astra Wealth Partners LLC | 2,890 | $379K | 0.3% | +9.8% | 0.002% | |
4/30/2025 | Narus Financial Partners LLC | 1,669 | $219K | 0.1% | -49.8% | 0.001% | |
4/30/2025 | Alps Advisors Inc. | 339,915 | $44.55M | 0.3% | +23.8% | 0.236% | |
4/30/2025 | Round Rock Advisors LLC | 107,306 | $14.07M | 2.6% | +13.3% | 0.074% | |
4/30/2025 | Allworth Financial LP | 35,665 | $4.60M | 0.0% | -9.2% | 0.025% | |
4/30/2025 | Capital Insight Partners LLC | 12,353 | $1.62M | 0.3% | +10.3% | 0.009% | |
4/30/2025 | True Vision MN LLC | 3,771 | $494K | 0.3% | -25.5% | 0.003% | |
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4/30/2025 | Leavell Investment Management Inc. | 1,715 | $225K | 0.0% | N/A | 0.001% | |
4/30/2025 | First Interstate Bank | 86,207 | $11.30M | 0.7% | +3.8% | 0.060% | |
4/30/2025 | Rehmann Capital Advisory Group | 23,502 | $3.08M | 0.2% | -1.4% | 0.016% | |
4/30/2025 | Chemung Canal Trust Co. | 41,870 | $5.49M | 1.2% | -21.1% | 0.029% | |
4/30/2025 | Brick & Kyle Associates | 4,275 | $556K | 0.3% | +2.2% | 0.003% | |
4/30/2025 | Silverlake Wealth Management LLC | 5,326 | $698K | 0.3% | +179.6% | 0.004% | |
4/30/2025 | Trek Financial LLC | 161,397 | $21.15M | 1.5% | +11.0% | 0.112% | |
4/30/2025 | Personal CFO Solutions LLC | 6,593 | $864K | 0.2% | -16.7% | 0.005% | |
4/30/2025 | AlphaStar Capital Management LLC | 86,169 | $11.29M | 1.3% | N/A | 0.060% | |
4/30/2025 | Valeo Financial Advisors LLC | 13,349 | $1.75M | 0.0% | -0.8% | 0.009% | |
4/30/2025 | M&T Bank Corp | 14,360 | $1.88M | 0.0% | -68.7% | 0.010% | |
4/30/2025 | Stratos Wealth Partners LTD. | 21,901 | $2.87M | 0.0% | -6.8% | 0.015% | |
4/30/2025 | Stratos Wealth Advisors LLC | 14,958 | $1.96M | 0.1% | +3.7% | 0.010% | |
4/30/2025 | Stratos Investment Management LLC | 2,043 | $268K | 0.0% | +15.9% | 0.001% | |
4/30/2025 | NTV Asset Management LLC | 82,928 | $10.87M | 1.4% | +2.4% | 0.058% | |
4/30/2025 | Sigma Investment Counselors Inc. | 2,965 | $389K | 0.0% | +60.0% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 7,337 | $962K | 0.0% | +5.9% | 0.005% | |
4/30/2025 | Sharper & Granite LLC | 72,643 | $9.52M | 3.9% | +4.0% | 0.050% | |
4/30/2025 | Bank Hapoalim BM | 43,116 | $5.65M | 0.8% | -5.2% | 0.030% | |
4/30/2025 | Alpha Cubed Investments LLC | 2,029 | $266K | 0.0% | N/A | 0.001% | |
4/30/2025 | Abound Financial LLC | 18,437 | $2.42M | 1.2% | +1.1% | 0.013% | |
4/30/2025 | J Hagan Capital Inc. | 1,660 | $219K | 0.2% | N/A | 0.001% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 9,026 | $1.18M | 0.4% | -2.1% | 0.006% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 15,759 | $2.07M | 0.1% | -2.8% | 0.011% | |
4/29/2025 | Financial Counselors Inc. | 37,642 | $4.93M | 0.1% | -1.1% | 0.026% | |
4/29/2025 | Cooksen Wealth LLC | 22,118 | $2.79M | 2.8% | -9.0% | 0.015% | |
4/29/2025 | Byrne Financial Freedom LLC | 2,329 | $305K | 0.2% | +5.0% | 0.002% | |
4/29/2025 | Callan Capital LLC | 53,884 | $7.06M | 0.5% | -0.8% | 0.037% | |
4/29/2025 | TD Private Client Wealth LLC | 2,726 | $357K | 0.0% | -6.8% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,957,068 | $256.51M | 0.1% | +60.3% | 1.357% | |
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4/29/2025 | Crew Capital Management Ltd. | 4,003 | $525K | 0.4% | +2.8% | 0.003% | |
4/29/2025 | Chilton Capital Management LLC | 3,099 | $406K | 0.0% | +9.9% | 0.002% | |
4/29/2025 | Ifrah Financial Services Inc. | 3,396 | $445K | 0.1% | -3.4% | 0.002% | |
4/29/2025 | Cloud Capital Management LLC | 657 | $86K | 0.1% | N/A | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 24,706 | $3.24M | 1.0% | +192.1% | 0.017% | |
4/29/2025 | Riggs Asset Managment Co. Inc. | 5,615 | $736K | 0.2% | +3.2% | 0.004% | |
4/29/2025 | One Day In July LLC | 3,729 | $489K | 0.0% | +36.0% | 0.003% | |
4/29/2025 | Proffitt & Goodson Inc. | 11,816 | $1.55M | 0.3% | -19.1% | 0.008% | |
4/29/2025 | Vickerman Investment Advisors Inc. | 53,137 | $6.97M | 1.6% | +3.8% | 0.037% | |
4/29/2025 | Olistico Wealth LLC | 7,364 | $965K | 0.6% | -8.1% | 0.005% | |
4/29/2025 | Novare Capital Management LLC | 14,708 | $1.93M | 0.2% | N/A | 0.010% | |
4/29/2025 | Quattro Financial Advisors LLC | 7,400 | $970K | 0.3% | +3.1% | 0.005% | |
4/29/2025 | Concurrent Investment Advisors LLC | 52,391 | $6.87M | 0.2% | +25.2% | 0.036% | |
4/29/2025 | HM Payson & Co. | 1,366 | $179K | 0.0% | +7.6% | 0.001% | |
4/29/2025 | DT Investment Partners LLC | 1,226 | $161K | 0.0% | +113.6% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 15,672 | $2.05M | 0.0% | -31.5% | 0.011% | |
4/29/2025 | World Investment Advisors | 37,339 | $4.89M | 0.1% | +3.9% | 0.026% | |
4/29/2025 | Truist Financial Corp | 304,980 | $39.97M | 0.1% | -12.0% | 0.212% | |
4/29/2025 | Strategic Blueprint LLC | 3,793 | $497K | 0.0% | +66.1% | 0.003% | |
4/29/2025 | Brookstone Capital Management | 30,007 | $3.93M | 0.1% | +164.1% | 0.021% | |
4/29/2025 | SMART Wealth LLC | 10,587 | $1.39M | 0.5% | +20.1% | 0.007% | |
4/29/2025 | OneDigital Investment Advisors LLC | 17,832 | $2.34M | 0.0% | -1.5% | 0.012% | |
4/29/2025 | Avantax Planning Partners Inc. | 1,760 | $231K | 0.0% | -21.1% | 0.001% | |
4/29/2025 | Silver Oak Securities Incorporated | 1,044 | $136K | 0.0% | N/A | 0.001% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 4,405 | $577K | 0.1% | -95.6% | 0.003% | |
4/28/2025 | D.A. Davidson & CO. | 12,934 | $1.70M | 0.0% | +4.3% | 0.009% | |
4/28/2025 | Mutual Advisors LLC | 43,546 | $5.62M | 0.2% | -9.4% | 0.030% | |
4/28/2025 | Straight Path Wealth Management | 1,804 | $236K | 0.1% | -4.9% | 0.001% | |
4/28/2025 | MontVue Capital Management Inc. | 20,342 | $2.67M | 2.1% | -2.9% | 0.014% | |
4/28/2025 | Capital Investment Counsel Inc | 8,090 | $1.06M | 0.2% | +5.5% | 0.006% | |
4/28/2025 | Latitude Advisors LLC | 1,883 | $247K | 0.1% | N/A | 0.001% | |
4/28/2025 | Strategic Financial Concepts LLC | 5,917 | $776K | 0.1% | -4.3% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 7,272 | $953K | 0.1% | -15.0% | 0.005% | |
4/28/2025 | Mainstream Capital Management LLC | 2,131 | $279K | 0.2% | -4.6% | 0.001% | |
4/28/2025 | Arlington Trust Co LLC | 7,234 | $948K | 0.2% | +18.9% | 0.005% | |
4/28/2025 | Fiduciary Group LLC | 22,564 | $2.96M | 0.3% | +6.6% | 0.016% | |
4/28/2025 | Swmg LLC | 2,093 | $270K | 0.1% | -19.1% | 0.001% | |
4/28/2025 | Guerra Pan Advisors LLC | 30,055 | $3.94M | 3.1% | +15.6% | 0.021% | |
4/28/2025 | DAVENPORT & Co LLC | 22,368 | $2.93M | 0.0% | -0.5% | 0.016% | |
4/28/2025 | Provident Co of the Employees of the Hebrew University LTD | 37,817 | $4.95M | 5.7% | -24.9% | 0.026% | |
4/28/2025 | BLB&B Advisors LLC | 22,766 | $2.98M | 0.2% | +346.1% | 0.016% | |
4/28/2025 | Vontobel Holding Ltd. | 2,909 | $381K | 0.0% | +42.9% | 0.002% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 3,877 | $489K | 0.2% | -24.3% | 0.003% | |
4/28/2025 | Salomon & Ludwin LLC | 56,417 | $7.40M | 0.8% | +4.6% | 0.039% | |
4/25/2025 | Mather Group LLC. | 635 | $83K | 0.0% | +1,411.9% | 0.000% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 1,717,374 | $225.10M | 2.9% | -31.5% | 1.191% | |
4/25/2025 | Koshinski Asset Management Inc. | 6,061 | $794K | 0.1% | +1.8% | 0.004% | |
4/25/2025 | J.Safra Asset Management Corp | 294,046 | $38.54M | 3.2% | +1.7% | 0.204% | |
4/25/2025 | Essex LLC | 43,159 | $5.66M | 1.2% | +13.3% | 0.030% | |
4/25/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 23,987 | $3.14M | 1.1% | +4.6% | 0.017% | |
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4/25/2025 | Spinnaker Trust | 46,568 | $6.10M | 0.4% | -20.6% | 0.032% | |
4/25/2025 | CMG Global Holdings LLC | 13,015 | $1.68M | 1.1% | +10.2% | 0.009% | |
4/25/2025 | Westside Investment Management Inc. | 1,659 | $218K | 0.0% | +192.1% | 0.001% | |
4/25/2025 | WASHINGTON TRUST Co | 3,627 | $475K | 0.0% | -4.5% | 0.003% | |
4/25/2025 | Tradewinds Capital Management LLC | 571 | $75K | 0.0% | -99.6% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 25,691 | $3.38M | 0.1% | -17.1% | 0.018% | |
4/25/2025 | New Wave Wealth Advisors LLC | 28,541 | $3.74M | 1.7% | +11.2% | 0.020% | |
4/25/2025 | Mmbg Investment Advisors CO. | 14,025 | $1.84M | 0.2% | +135.5% | 0.010% | |
4/25/2025 | Stonebridge Financial Group LLC | 4,015 | $526K | 0.1% | -3.3% | 0.003% | |
4/25/2025 | McGuire Investment Group LLC | 11,583 | $1.52M | 0.2% | +1.7% | 0.008% | |