8/1/2025 | Bank of Jackson Hole Trust | 10,399 | $766K | 0.4% | +62.9% | 0.001% | |
8/1/2025 | FSA Advisors Inc. | 7,295 | $537K | 0.4% | -15.1% | 0.000% | |
8/1/2025 | Providence First Trust Co | 57,176 | $4.21M | 1.5% | +10.0% | 0.003% | |
8/1/2025 | Zhang Financial LLC | 588,859 | $43.36M | 2.0% | +2.4% | 0.033% | |
8/1/2025 | Wincap Financial LLC | 3,458 | $255K | 0.2% | -23.6% | 0.000% | |
8/1/2025 | First National Trust Co | 15,634 | $1.15M | 0.0% | +14.2% | 0.001% | |
8/1/2025 | Redwood Park Advisors LLC | 6,145 | $452K | 0.3% | -15.9% | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 17,537 | $1.29M | 0.2% | +52.1% | 0.001% | |
8/1/2025 | Motley Fool Wealth Management LLC | 67,239 | $4.95M | 0.3% | -44.1% | 0.004% | |
8/1/2025 | Petra Financial Advisors Inc. | 6,510 | $479K | 0.3% | N/A | 0.000% | |
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8/1/2025 | GWN Securities Inc. | 44,324 | $3.27M | 0.6% | -27.5% | 0.002% | |
8/1/2025 | Advisory Alpha LLC | 4,189 | $308K | 0.0% | +24.3% | 0.000% | |
8/1/2025 | Rossby Financial LCC | 7,043 | $519K | 0.2% | -15.1% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 5,437,226 | $398.01M | 9.0% | +10.0% | 0.305% | |
8/1/2025 | Liberty Wealth Management LLC | 4,173 | $307K | 0.0% | -6.2% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 7,908 | $582K | 0.0% | +101.9% | 0.000% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 66,879 | $4.92M | 0.3% | +35.3% | 0.004% | |
8/1/2025 | Penobscot Wealth Management | 12,403 | $913K | 0.3% | +17.9% | 0.001% | |
8/1/2025 | Koss Olinger Consulting LLC | 3,356 | $247K | 0.0% | -4.5% | 0.000% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 16,058 | $1.18M | 0.2% | +26.5% | 0.001% | |
8/1/2025 | Brookwood Investment Group LLC | 18,915 | $1.39M | 0.2% | -1.0% | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 47,373 | $3.49M | 1.2% | N/A | 0.003% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 1,564 | $115K | 0.0% | N/A | 0.000% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 26,789 | $1.97M | 0.1% | +62.5% | 0.002% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 46,142 | $3.40M | 1.8% | -1.3% | 0.003% | |
8/1/2025 | MorganRosel Wealth Management LLC | 15,852 | $1.17M | 0.3% | -3.0% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 20,910,927 | $1.54B | 0.4% | +3.3% | 1.171% | |
7/31/2025 | Wealthfront Advisers LLC | 1,522,519 | $112.10M | 0.3% | +55.4% | 0.085% | |
7/31/2025 | Prudent Man Advisors LLC | 347,173 | $25.56M | 8.2% | +0.7% | 0.019% | |
7/31/2025 | Topsail Wealth Management LLC | 127,780 | $9.41M | 1.7% | +5.2% | 0.007% | |
7/31/2025 | Jordan Park Group LLC | 49,783 | $3.67M | 0.2% | +7.0% | 0.003% | |
7/31/2025 | Optimum Investment Advisors | 647 | $48K | 0.0% | -23.9% | 0.000% | |
7/31/2025 | VestGen Investment Management | 12,490 | $920K | 0.7% | -27.3% | 0.001% | |
7/31/2025 | McCarthy Asset Management Inc. | 142,280 | $10.48M | 7.1% | +33.0% | 0.008% | |
7/31/2025 | Whipplewood Advisors LLC | 405 | $30K | 0.0% | -98.7% | 0.000% | |
7/31/2025 | Brighton Jones LLC | 9,067 | $668K | 0.0% | -4.4% | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 243,359 | $17.92M | 0.8% | +0.5% | 0.014% | |
7/31/2025 | CVA Family Office LLC | 6,619 | $487K | 0.1% | +3.7% | 0.000% | |
7/31/2025 | BIP Alliance LLC | 281,943 | $20.76M | 8.0% | -6.5% | 0.016% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 17,014 | $1.25M | 0.2% | -1.4% | 0.001% | |
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7/31/2025 | Rational Advisors Inc. | 1,032,403 | $76.02M | 7.5% | -3.9% | 0.058% | |
7/31/2025 | City State Bank | 104,425 | $7.69M | 2.4% | -3.4% | 0.006% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 191,533 | $14.10M | 0.2% | +22.6% | 0.011% | |
7/31/2025 | Insight Wealth Partners LLC | 4,073 | $300K | 0.1% | -29.6% | 0.000% | |
7/31/2025 | Mycio Wealth Partners LLC | 5,425 | $399K | 0.1% | N/A | 0.000% | |
7/31/2025 | Hobart Private Capital LLC | 341,537 | $25.15M | 5.7% | -10.6% | 0.019% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 3,580 | $262K | 0.1% | -5.8% | 0.000% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 64,432 | $4.74M | 1.8% | +23.7% | 0.004% | |
7/31/2025 | Carrera Capital Advisors | 23,183 | $1.71M | 0.3% | -28.6% | 0.001% | |
7/31/2025 | Washington Trust Advisors Inc. | 26,630 | $1.96M | 0.2% | -1.1% | 0.001% | |
7/31/2025 | MN Wealth Advisors LLC | 19,293 | $1.42M | 0.8% | -1.7% | 0.001% | |
7/31/2025 | Kathleen S. Wright Associates Inc. | 27,153 | $2.00M | 0.8% | -7.3% | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,561 | $336K | 0.0% | -3.2% | 0.000% | |
7/31/2025 | LJI Wealth Management LLC | 12,206 | $899K | 0.2% | +14.9% | 0.001% | |
7/31/2025 | Manuka Financial LLC | 61,291 | $4.51M | 2.5% | +6.0% | 0.003% | |
7/31/2025 | GenTrust LLC | 1,205,677 | $88.77M | 4.2% | -0.6% | 0.068% | |
7/31/2025 | Opes Wealth Management LLC | 12,074 | $889K | 0.2% | +79.9% | 0.001% | |
7/31/2025 | Guardian Asset Advisors LLC | 23,823 | $1.75M | 1.0% | +4.5% | 0.001% | |
7/31/2025 | Cornerstone Management Inc. | 4,374 | $322K | 0.1% | +6.0% | 0.000% | |
7/31/2025 | Avion Wealth | 16,526 | $1.22M | 0.3% | -1.3% | 0.001% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 561,691 | $41.36M | 20.0% | +2.9% | 0.031% | |
7/30/2025 | First Citizens Bank & Trust Co. | 50,631 | $3.73M | 0.1% | +2.3% | 0.003% | |
7/30/2025 | Bleakley Financial Group LLC | 111,892 | $8.24M | 0.2% | -0.4% | 0.006% | |
7/30/2025 | Rothschild Capital Partners LLC | 55,692 | $4.10M | 1.1% | +61.9% | 0.003% | |
7/30/2025 | Connors Investor Services Inc. | 3,677 | $271K | 0.0% | N/A | 0.000% | |
7/30/2025 | Strategic Blueprint LLC | 4,781 | $352K | 0.0% | -32.8% | 0.000% | |
7/30/2025 | Sonata Capital Group Inc. | 7,729 | $569K | 0.2% | -12.1% | 0.000% | |
7/30/2025 | Capital Investment Services of America Inc. | 75,017 | $5.52M | 0.5% | -0.3% | 0.004% | |
7/30/2025 | Sloy Dahl & Holst LLC | 13,158 | $969K | 0.1% | +5.0% | 0.001% | |
7/30/2025 | Freedom Investment Management Inc. | 5,252 | $387K | 0.0% | -8.5% | 0.000% | |
7/30/2025 | Forum Financial Management LP | 5,986 | $441K | 0.0% | +4.8% | 0.000% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 308,837 | $22.74M | 3.7% | +3.2% | 0.017% | |
7/30/2025 | Caliber Wealth Management LLC KS | 126,644 | $9.33M | 1.0% | -5.6% | 0.007% | |
7/30/2025 | Rehmann Capital Advisory Group | 51,904 | $3.82M | 0.2% | -0.9% | 0.003% | |
7/30/2025 | TFB Advisors LLC | 8,121 | $598K | 0.2% | +4.2% | 0.000% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 23,888 | $1.76M | 0.2% | +11.1% | 0.001% | |
7/30/2025 | Patten Group Inc. | 48,691 | $3.59M | 0.8% | -4.0% | 0.003% | |
7/30/2025 | Members Trust Co | 2,952 | $217K | 0.0% | -57.5% | 0.000% | |
7/30/2025 | Exencial Wealth Advisors LLC | 156,545 | $11.53M | 0.4% | +13.0% | 0.009% | |
7/30/2025 | Brookstone Capital Management | 138,167 | $10.17M | 0.1% | +8.6% | 0.008% | |
7/30/2025 | Phillips Financial Management LLC | 217,562 | $16.02M | 1.2% | -0.7% | 0.012% | |
7/30/2025 | Retirement Planning Group LLC | 143,520 | $10.57M | 0.4% | -6.3% | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 496,138 | $36.53M | 0.3% | +3.7% | 0.028% | |
7/30/2025 | Blume Capital Management Inc. | 26,325 | $1.94M | 0.4% | -5.3% | 0.001% | |
7/30/2025 | Cullen Frost Bankers Inc. | 3,646 | $268K | 0.0% | -28.1% | 0.000% | |
7/30/2025 | Mid American Wealth Advisory Group Inc. | 1,145 | $84K | 0.0% | N/A | 0.000% | |
7/30/2025 | Clune & Associates LTD. | 17,182 | $1.27M | 0.3% | +9.0% | 0.001% | |
7/30/2025 | Darrow Company Inc. | 134,238 | $9.88M | 5.0% | +3.7% | 0.008% | |
7/30/2025 | Towneley Capital Management Inc DE | 4,303 | $317K | 0.1% | +5.5% | 0.000% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 12,286 | $905K | 0.0% | -25.2% | 0.001% | |
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7/30/2025 | Journey Advisory Group LLC | 514,187 | $37.86M | 2.9% | +6.1% | 0.029% | |
7/30/2025 | Bogart Wealth LLC | 1,508,973 | $111.11M | 4.7% | +2.5% | 0.085% | |
7/30/2025 | Fairway Wealth LLC | 24,072 | $1.77M | 0.4% | +32.5% | 0.001% | |
7/30/2025 | Crewe Advisors LLC | 537,186 | $39.55M | 5.6% | N/A | 0.030% | |
7/30/2025 | Arbor Investment Advisors LLC | 212,918 | $15.68M | 2.0% | +5.5% | 0.012% | |
7/30/2025 | WBH Advisory Inc. | 342,632 | $25.23M | 2.2% | +31.7% | 0.019% | |
7/30/2025 | CMG Global Holdings LLC | 190,235 | $13.89M | 7.4% | -10.7% | 0.011% | |
7/29/2025 | Financial Symmetry Inc | 2,822 | $208K | 0.1% | N/A | 0.000% | |
7/29/2025 | Alaska Permanent Capital Management LLC | 1,808,815 | $133.13M | 10.3% | 0.0% | 0.101% | |
7/29/2025 | Stephens Inc. AR | 100,769 | $7.42M | 0.1% | +1.1% | 0.006% | |