8/5/2025 | Marion Wealth Management | 98,985 | $5.92M | 1.5% | +1.4% | 0.019% | |
8/5/2025 | Bank of New York Mellon Corp | 1,633,894 | $97.72M | 0.0% | -2.1% | 0.306% | |
8/5/2025 | Hunter Associates Investment Management LLC | 21,449 | $1.28M | 0.2% | +15.1% | 0.004% | |
8/5/2025 | Texas Bank & Trust Co | 4,258 | $255K | 0.1% | -10.5% | 0.001% | |
8/5/2025 | Bank of Montreal Can | 259,402 | $15.52M | 0.0% | +0.5% | 0.049% | |
8/5/2025 | Burney Co. | 1,225,315 | $73.29M | 2.5% | +1.9% | 0.230% | |
8/5/2025 | Wakefield Asset Management LLLP | 12,460 | $745K | 0.2% | N/A | 0.002% | |
8/5/2025 | Aurdan Capital Management LLC | 179,614 | $10.74M | 3.7% | N/A | 0.034% | |
8/5/2025 | Benningfield Financial Advisors LLC | 35,843 | $2.14M | 1.9% | -7.6% | 0.007% | |
8/4/2025 | Roble Belko & Company Inc | 260,931 | $15.61M | 2.3% | -7.6% | 0.049% | |
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8/4/2025 | Creative Financial Designs Inc. ADV | 396,850 | $23.74M | 1.7% | +4.6% | 0.074% | |
8/4/2025 | Kovack Advisors Inc. | 31,692 | $1.90M | 0.2% | -1.0% | 0.006% | |
8/4/2025 | IFG Advisory LLC | 5,852 | $350K | 0.0% | -86.1% | 0.001% | |
8/4/2025 | Pinnacle Associates Ltd. | 51,388 | $3.07M | 0.0% | +15.1% | 0.010% | |
8/4/2025 | REDW Wealth LLC | 58,633 | $3.51M | 1.4% | +0.5% | 0.011% | |
8/4/2025 | Evergreen Advisors LLC | 543,032 | $32.48M | 8.6% | -1.7% | 0.102% | |
8/4/2025 | Atria Investments Inc | 299,105 | $17.89M | 0.2% | +21.3% | 0.056% | |
8/4/2025 | Savvy Advisors Inc. | 12,748 | $762K | 0.1% | -35.1% | 0.002% | |
8/4/2025 | Retirement Systems of Alabama | 714,765 | $42.75M | 0.2% | N/A | 0.134% | |
8/4/2025 | Assetmark Inc. | 604,184 | $36.14M | 0.1% | +259.8% | 0.113% | |
8/4/2025 | Keybank National Association OH | 14,201 | $849K | 0.0% | +71.4% | 0.003% | |
8/4/2025 | Arkadios Wealth Advisors | 9,006 | $539K | 0.0% | +10.3% | 0.002% | |
8/4/2025 | World Investment Advisors | 31,687 | $1.90M | 0.0% | -5.5% | 0.006% | |
8/4/2025 | WNY Asset Management LLC | 90,615 | $5.42M | 0.6% | +11.1% | 0.017% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 898 | $54K | 0.0% | -99.9% | 0.000% | |
8/4/2025 | Human Investing LLC | 49,646 | $2.97M | 0.5% | +2.5% | 0.009% | |
8/1/2025 | Bank of Jackson Hole Trust | 1,633 | $98K | 0.1% | +46.1% | 0.000% | |
8/1/2025 | JDH Wealth Management LLC | 63,763 | $3.81M | 2.9% | +20.5% | 0.012% | |
8/1/2025 | James Investment Research Inc. | 56,067 | $3.35M | 0.4% | -3.5% | 0.011% | |
8/1/2025 | Strategic Financial Services Inc. | 2,237,058 | $133.80M | 7.2% | +3.0% | 0.419% | |
8/1/2025 | New York Life Investment Management LLC | 471,782 | $28.22M | 0.3% | -15.2% | 0.088% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 62,778 | $3.76M | 1.5% | -1.4% | 0.012% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 106,982 | $6.40M | 0.3% | +3.4% | 0.020% | |
8/1/2025 | MilWealth Group LLC | 568,242 | $33.99M | 8.8% | -0.5% | 0.107% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,795,179 | $226.99M | 0.1% | +7.7% | 0.712% | |
7/31/2025 | Resonant Capital Advisors LLC | 82,591 | $4.94M | 0.3% | -9.9% | 0.015% | |
7/31/2025 | Wealthfront Advisers LLC | 47,844 | $2.86M | 0.0% | +44.0% | 0.009% | |
7/31/2025 | Jordan Park Group LLC | 1,000,773 | $59.86M | 3.9% | -2.5% | 0.188% | |
7/31/2025 | Schoolcraft Capital LLC | 5,181 | $310K | 0.1% | -4.6% | 0.001% | |
7/31/2025 | Leavell Investment Management Inc. | 58,957 | $3.53M | 0.2% | +19.2% | 0.011% | |
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7/31/2025 | BIP Alliance LLC | 40,425 | $2.42M | 0.9% | -1.0% | 0.008% | |
7/31/2025 | BIP Wealth LLC | 10,925 | $653K | 0.0% | +21.3% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 5,481,515 | $327.85M | 4.4% | +1.0% | 1.028% | |
7/31/2025 | Ranch Capital Advisors Inc. | 100,323 | $6M | 2.6% | +7.3% | 0.019% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 32,031 | $1.92M | 0.7% | +18.8% | 0.006% | |
7/31/2025 | Sage Mountain Advisors LLC | 373,584 | $22.34M | 1.5% | +39.5% | 0.070% | |
7/31/2025 | AlphaQuest LLC | 98,111 | $5.87M | 0.6% | N/A | 0.018% | |
7/31/2025 | 3EDGE Asset Management LP | 330,589 | $19.72M | 1.2% | -13.1% | 0.062% | |
7/31/2025 | GLOBALT Investments LLC GA | 552,994 | $33.08M | 1.3% | -3.2% | 0.104% | |
7/31/2025 | Opus Capital Group LLC | 740,542 | $44.29M | 5.3% | -3.3% | 0.139% | |
7/31/2025 | LJI Wealth Management LLC | 41,361 | $2.47M | 0.4% | +1.5% | 0.008% | |
7/31/2025 | AlTi Global Inc. | 74,009 | $4.41M | 0.1% | +2.5% | 0.014% | |
7/31/2025 | Cardinal Point Capital Management ULC | 923,716 | $55.25M | 4.3% | +1.8% | 0.173% | |
7/31/2025 | GenTrust LLC | 102,184 | $6.11M | 0.3% | -15.5% | 0.019% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 19,446 | $1.16M | 0.6% | +7.7% | 0.004% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 6,924 | $414K | 0.3% | -90.9% | 0.001% | |
7/30/2025 | Capital Investment Services of America Inc. | 262,143 | $15.68M | 1.4% | +0.2% | 0.049% | |
7/30/2025 | OLD Point Trust & Financial Services N A | 25,021 | $1.50M | 0.5% | +76.0% | 0.005% | |
7/30/2025 | Ethic Inc. | 10,849 | $647K | 0.0% | -62.1% | 0.002% | |
7/30/2025 | Pacific Wealth Management | 6,652 | $398K | 0.2% | N/A | 0.001% | |
7/30/2025 | Patten Group Inc. | 13,980 | $836K | 0.2% | -18.4% | 0.003% | |
7/30/2025 | Exencial Wealth Advisors LLC | 5,514 | $330K | 0.0% | -44.9% | 0.001% | |
7/30/2025 | Brookstone Capital Management | 42,297 | $2.53M | 0.0% | +22.6% | 0.008% | |
7/30/2025 | D.A. Davidson & CO. | 22,347 | $1.34M | 0.0% | +49.8% | 0.004% | |
7/30/2025 | Blume Capital Management Inc. | 63,175 | $3.78M | 0.8% | +22.4% | 0.012% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 573,230 | $33.88M | 3.9% | +2.4% | 0.107% | |
7/30/2025 | Divergent Planning LLC | 162,334 | $9.71M | 1.8% | N/A | 0.030% | |
7/30/2025 | Towneley Capital Management Inc DE | 555,887 | $33.25M | 7.6% | +13.8% | 0.104% | |
7/30/2025 | Bogart Wealth LLC | 2,444 | $146K | 0.0% | +39.5% | 0.000% | |
7/30/2025 | First Interstate Bank | 1,642,627 | $98.25M | 5.8% | +0.8% | 0.308% | |
7/30/2025 | Princeton Global Asset Management LLC | 8,139 | $487K | 0.1% | N/A | 0.002% | |
7/30/2025 | WBH Advisory Inc. | 336,558 | $20.13M | 1.7% | +20.2% | 0.063% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 161,758 | $9.68M | 1.8% | -12.0% | 0.030% | |
7/29/2025 | Calamos Wealth Management LLC | 8,310 | $497K | 0.0% | +18.7% | 0.002% | |
7/29/2025 | Salomon & Ludwin LLC | 212,690 | $12.64M | 1.2% | +8.2% | 0.040% | |
7/29/2025 | Chicago Partners Investment Group LLC | 7,161 | $425K | 0.0% | -9.0% | 0.001% | |
7/29/2025 | Wingate Wealth Advisors Inc. | 6,258 | $374K | 0.3% | +82.0% | 0.001% | |
7/29/2025 | Aspiriant LLC | 6,907 | $413K | 0.0% | -23.7% | 0.001% | |
7/29/2025 | Koshinski Asset Management Inc. | 16,078 | $962K | 0.1% | -5.2% | 0.003% | |
7/29/2025 | Private Wealth Management Group LLC | 340,837 | $20.39M | 6.8% | +2.7% | 0.064% | |
7/29/2025 | Kondo Wealth Advisors Inc. | 381,540 | $22.70M | 10.0% | +4.7% | 0.072% | |
7/29/2025 | Foster & Motley Inc. | 73,738 | $4.41M | 0.3% | -19.9% | 0.014% | |
7/29/2025 | Arista Wealth Management LLC | 379,558 | $22.70M | 3.1% | +2.5% | 0.071% | |
7/29/2025 | Stratos Wealth Partners LTD. | 3,763 | $225K | 0.0% | N/A | 0.001% | |
7/29/2025 | Stratos Wealth Advisors LLC | 386,947 | $23.14M | 1.2% | +55.1% | 0.073% | |
7/29/2025 | Private Trust Co. NA | 6,264 | $375K | 0.0% | +37.9% | 0.001% | |
7/29/2025 | Angeles Wealth Management LLC | 2,671 | $160K | 0.0% | N/A | 0.001% | |
7/29/2025 | Portland Financial Advisors Inc | 3,510 | $210K | 0.5% | N/A | 0.001% | |
7/29/2025 | Semitam Bonam LLC | 3,519 | $210K | 0.2% | N/A | 0.001% | |
7/29/2025 | Latitude Advisors LLC | 4,028 | $241K | 0.1% | -15.4% | 0.001% | |
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7/29/2025 | Stableford Capital II LLC | 86,507 | $5.13M | 1.9% | -2.1% | 0.016% | |
7/28/2025 | Uptick Partners LLC | 13,299 | $795K | 0.2% | +1.8% | 0.002% | |
7/28/2025 | IFG Advisors LLC | 3,528 | $211K | 0.0% | -22.3% | 0.001% | |
7/28/2025 | Mutual Advisors LLC | 12,951 | $768K | 0.0% | +1.5% | 0.002% | |
7/28/2025 | DORVAL Corp | 79,813 | $4.77M | 1.7% | N/A | 0.015% | |
7/28/2025 | Delap Wealth Advisory LLC | 181,686 | $10.87M | 5.2% | +10.2% | 0.034% | |
7/28/2025 | Harbour Investments Inc. | 59,056 | $3.53M | 0.1% | +8.9% | 0.011% | |
7/28/2025 | Aries Wealth Management | 7,105 | $425K | 0.1% | -49.0% | 0.001% | |
7/28/2025 | Courier Capital LLC | 3,670 | $219K | 0.0% | -7.1% | 0.001% | |
7/28/2025 | Wilmington Savings Fund Society FSB | 32,456 | $1.94M | 0.0% | -3.0% | 0.006% | |