8/1/2025 | Oarsman Capital Inc. | 29,012 | $18.01M | 2.8% | -1.1% | 0.003% | |
8/1/2025 | Corrado Advisors LLC | 2,287 | $1.42M | 0.9% | +4.3% | 0.000% | |
8/1/2025 | Bank of Jackson Hole Trust | 7,654 | $4.75M | 2.7% | +2.5% | 0.001% | |
8/1/2025 | Motco | 6,329 | $4.02M | 0.4% | -57.9% | 0.001% | |
8/1/2025 | Biltmore Family Office LLC | 5,107 | $3.17M | 0.5% | -1.4% | 0.001% | |
8/1/2025 | Bull Oak Capital LLC | 104,627 | $64.96M | 29.6% | +8.5% | 0.010% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 59,721 | $37.08M | 15.6% | +13.1% | 0.006% | |
8/1/2025 | Milestone Asset Management Group LLC | 7,381 | $4.58M | 3.4% | +9.2% | 0.001% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 1,785 | $1.11M | 0.9% | +197.5% | 0.000% | |
8/1/2025 | Ferguson Shapiro LLC | 334 | $207K | 0.1% | N/A | 0.000% | |
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8/1/2025 | James Investment Research Inc. | 3,360 | $2.09M | 0.2% | +3.1% | 0.000% | |
8/1/2025 | Planning Directions Inc. | 611 | $379K | 0.2% | -16.3% | 0.000% | |
8/1/2025 | Redmond Asset Management LLC | 1,636 | $1.02M | 0.2% | -5.6% | 0.000% | |
8/1/2025 | Mizuho Markets Americas LLC | 73,929 | $45.90M | 1.4% | -63.2% | 0.007% | |
8/1/2025 | Zhang Financial LLC | 26,633 | $16.54M | 0.8% | +6.1% | 0.003% | |
8/1/2025 | Capital Investment Counsel LLC | 2,605 | $1.62M | 0.3% | -4.5% | 0.000% | |
8/1/2025 | New York Life Investment Management LLC | 23,854 | $14.81M | 0.1% | +62.4% | 0.002% | |
8/1/2025 | Private Wealth Partners LLC | 8,421 | $5.23M | 0.4% | -5.5% | 0.001% | |
8/1/2025 | Heritage Wealth Management Inc. Texas | 1,115 | $692K | 0.3% | +96.3% | 0.000% | |
8/1/2025 | Integral Investment Advisors Inc. | 1,136 | $706K | 0.2% | +13.5% | 0.000% | |
8/1/2025 | Wincap Financial LLC | 8,008 | $4.97M | 4.0% | +47.2% | 0.001% | |
8/1/2025 | First National Trust Co | 23,836 | $14.80M | 0.6% | -0.7% | 0.002% | |
8/1/2025 | Redwood Park Advisors LLC | 456 | $283K | 0.2% | -13.1% | 0.000% | |
8/1/2025 | Purkiss Capital Advisors LLC | 551 | $342K | 0.2% | -3.8% | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 4,465 | $2.77M | 0.4% | +2.3% | 0.000% | |
8/1/2025 | Tevis Investment Management | 385 | $239K | 0.2% | -37.8% | 0.000% | |
8/1/2025 | Centerpoint Advisors LLC | 130,112 | $80.79M | 27.4% | +3.3% | 0.013% | |
8/1/2025 | May Hill Capital LLC | 81,710 | $50.73M | 16.7% | -7.0% | 0.008% | |
8/1/2025 | Petra Financial Advisors Inc. | 788 | $489K | 0.3% | +2.2% | 0.000% | |
8/1/2025 | Equita Financial Network Inc. | 748 | $464K | 0.2% | -94.5% | 0.000% | |
8/1/2025 | GWN Securities Inc. | 18,841 | $11.76M | 2.2% | -76.0% | 0.002% | |
8/1/2025 | Taylor Financial Group Inc. | 797 | $495K | 0.3% | -2.8% | 0.000% | |
8/1/2025 | Advisory Alpha LLC | 2,844 | $1.77M | 0.1% | -6.2% | 0.000% | |
8/1/2025 | Rossby Financial LCC | 3,685 | $2.29M | 0.8% | -2.5% | 0.000% | |
8/1/2025 | SYM FINANCIAL Corp | 1,080 | $671K | 0.1% | N/A | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 6,330 | $4.02M | 0.1% | -6.1% | 0.001% | |
8/1/2025 | Shilanski & Associates Inc. | 1,322 | $821K | 0.2% | -2.0% | 0.000% | |
8/1/2025 | United Capital Management of KS Inc. | 4,429 | $2.75M | 0.4% | -3.7% | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 39,841 | $24.74M | 3.9% | -10.0% | 0.004% | |
8/1/2025 | Wealth Watch Advisors INC | 1,098 | $682K | 0.4% | +1.5% | 0.000% | |
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8/1/2025 | Teacher Retirement System of Texas | 511,779 | $317.76M | 1.3% | -80.2% | 0.051% | |
8/1/2025 | Transcend Capital Advisors LLC | 19,418 | $12.06M | 0.9% | +0.1% | 0.002% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 4,109 | $2.55M | 0.1% | -4.0% | 0.000% | |
8/1/2025 | Bessemer Group Inc. | 1,005,552 | $624.35M | 1.0% | +1.3% | 0.100% | |
8/1/2025 | Koss Olinger Consulting LLC | 12,684 | $7.88M | 0.6% | -4.9% | 0.001% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 7,733 | $4.80M | 0.8% | +3.8% | 0.001% | |
8/1/2025 | Financial Counselors Inc. | 14,109 | $8.76M | 12.4% | -84.7% | 0.001% | |
8/1/2025 | Brookwood Investment Group LLC | 7,300 | $4.53M | 0.7% | -33.1% | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 42,394 | $26.32M | 9.4% | +22.6% | 0.004% | |
8/1/2025 | GoalVest Advisory LLC | 352 | $219K | 0.1% | -54.1% | 0.000% | |
8/1/2025 | First Command Advisory Services Inc. | 10,004,720 | $6.21B | 53.5% | +0.6% | 0.993% | |
8/1/2025 | Pasadena Private Wealth LLC | 1,109 | $688K | 0.1% | -31.5% | 0.000% | |
8/1/2025 | Banco Santander S.A. | 91,390 | $56.74M | 0.5% | +44.3% | 0.009% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 69,225 | $42.98M | 1.5% | -24.9% | 0.007% | |
8/1/2025 | Delta Investment Management LLC | 21,463 | $13.33M | 2.6% | +10.4% | 0.002% | |
8/1/2025 | Riverwater Partners LLC | 4,667 | $2.90M | 1.4% | +17.9% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 28,368,848 | $17.61B | 5.1% | -20.5% | 2.815% | |
8/1/2025 | Chilton Capital Management LLC | 6,751 | $4.19M | 0.2% | +35.6% | 0.001% | |
7/31/2025 | Nisa Investment Advisors LLC | 7,654,221 | $4.75B | 21.4% | +16.1% | 0.760% | |
7/31/2025 | Wealthfront Advisers LLC | 1,085 | $674K | 0.0% | +19.6% | 0.000% | |
7/31/2025 | Resonant Capital Advisors LLC | 158,138 | $98.19M | 6.3% | +6.0% | 0.016% | |
7/31/2025 | Perissos Private Wealth Management LLC | 18,915 | $11.74M | 9.3% | +2,074.1% | 0.002% | |
7/31/2025 | Atlatl Advisers LLC | 2,432 | $1.51M | 0.7% | -50.0% | 0.000% | |
7/31/2025 | Prudent Man Advisors LLC | 6,756 | $4.20M | 1.3% | -3.1% | 0.001% | |
7/31/2025 | Cosner Financial Group LLC | 21,684 | $13.46M | 7.5% | +4.0% | 0.002% | |
7/31/2025 | Orion Capital Management LLC | 36,385 | $22.59M | 8.6% | +7.6% | 0.004% | |
7/31/2025 | Guardian Wealth Advisors LLC | 535 | $332K | 0.2% | -9.8% | 0.000% | |
7/31/2025 | VestGen Investment Management | 2,491 | $1.55M | 1.1% | -43.8% | 0.000% | |
7/31/2025 | Ballast Advisors LLC | 2,151 | $1.34M | 0.4% | +7.1% | 0.000% | |
7/31/2025 | University of Texas Texas AM Investment Management Co. | 9,049 | $5.62M | 0.9% | +12.1% | 0.001% | |
7/31/2025 | Forte Asset Management LLC | 11,263 | $6.99M | 3.6% | -9.3% | 0.001% | |
7/31/2025 | Ingalls & Snyder LLC | 19,066 | $11.84M | 0.4% | +13.3% | 0.002% | |
7/31/2025 | Schoolcraft Capital LLC | 58,885 | $36.56M | 7.5% | -3.0% | 0.006% | |
7/31/2025 | Whipplewood Advisors LLC | 3,322 | $2.06M | 1.1% | +6,679.6% | 0.000% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 5,555 | $3.45M | 0.5% | -1.9% | 0.001% | |
7/31/2025 | Ndwm LLC | 66,824 | $41.49M | 30.4% | +1.7% | 0.007% | |
7/31/2025 | Interchange Capital Partners LLC | 10,039 | $6.22M | 1.4% | -29.3% | 0.001% | |
7/31/2025 | Brighton Jones LLC | 45,994 | $28.56M | 0.8% | +9.5% | 0.005% | |
7/31/2025 | Waldron Private Wealth LLC | 34,036 | $21.13M | 0.9% | -1.6% | 0.003% | |
7/31/2025 | Dodds Wealth LLC | 1,592 | $989K | 0.3% | -17.0% | 0.000% | |
7/31/2025 | Leavell Investment Management Inc. | 17,012 | $10.56M | 0.5% | -1.0% | 0.002% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 11,194 | $6.95M | 1.6% | -0.3% | 0.001% | |
7/31/2025 | CVA Family Office LLC | 35,141 | $21.82M | 3.1% | -1.2% | 0.003% | |
7/31/2025 | TSA Wealth Managment LLC | 22,995 | $14.28M | 5.2% | -2.3% | 0.002% | |
7/31/2025 | Brian Low Financial Group LLC | 497 | $309K | 0.3% | N/A | 0.000% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 539 | $335K | 0.1% | -22.2% | 0.000% | |
7/31/2025 | BIP Wealth LLC | 14,972 | $9.30M | 0.6% | +9.6% | 0.001% | |
7/31/2025 | Rational Advisors Inc. | 68,575 | $42.58M | 4.2% | -37.2% | 0.007% | |
7/31/2025 | City State Bank | 1,022 | $635K | 0.2% | +2.5% | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 29,906 | $18.57M | 0.2% | +0.5% | 0.003% | |
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7/31/2025 | Fielder Capital Group LLC | 688 | $427K | 0.1% | -3.2% | 0.000% | |
7/31/2025 | Northstar Asset Management Inc. | 485 | $301K | 0.1% | -9.0% | 0.000% | |
7/31/2025 | NatWest Group plc | 13,975 | $8.68M | 2.6% | -0.1% | 0.001% | |
7/31/2025 | Mycio Wealth Partners LLC | 31,123 | $19.32M | 4.5% | -1.2% | 0.003% | |
7/31/2025 | Hobart Private Capital LLC | 4,146 | $2.57M | 0.6% | -5.8% | 0.000% | |
7/31/2025 | Allied Investment Advisors LLC | 563 | $350K | 0.1% | -10.2% | 0.000% | |
7/31/2025 | Ranch Capital Advisors Inc. | 474 | $294K | 0.1% | -13.7% | 0.000% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 538 | $334K | 0.2% | +6.5% | 0.000% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 3,759 | $2.33M | 0.9% | -19.0% | 0.000% | |
7/31/2025 | Carrera Capital Advisors | 5,007 | $3.11M | 0.6% | -18.5% | 0.000% | |