4/30/2025 | Alpha Cubed Investments LLC | 6,882 | $2.11M | 0.1% | -5.9% | 0.006% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 3,624 | $1.11M | 0.2% | +9.0% | 0.003% | |
4/30/2025 | Capital Management Associates Inc | 716 | $220K | 0.0% | N/A | 0.001% | |
4/30/2025 | Interchange Capital Partners LLC | 1,404 | $431K | 0.1% | N/A | 0.001% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 1,174 | $360K | 0.1% | +6.3% | 0.001% | |
4/30/2025 | Washington Trust Bank | 1,095 | $336K | 0.0% | +45.6% | 0.001% | |
4/30/2025 | Fullcircle Wealth LLC | 1,375 | $416K | 0.2% | +84.1% | 0.001% | |
4/29/2025 | Centennial Bank AR | 38,585 | $11.84M | 5.6% | -7.8% | 0.031% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 1,899 | $582K | 0.0% | +17.7% | 0.002% | |
4/29/2025 | Sightline Wealth Advisors LLC | 4,788 | $1.47M | 0.8% | -3.5% | 0.004% | |
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4/29/2025 | Jordan Park Group LLC | 211,745 | $64.95M | 4.7% | +12.4% | 0.170% | |
4/29/2025 | Financial Counselors Inc. | 7,927 | $2.43M | 0.0% | +81.9% | 0.006% | |
4/29/2025 | TD Private Client Wealth LLC | 36,672 | $11.25M | 0.3% | +7.6% | 0.029% | |
4/29/2025 | Capital Advisors Inc. OK | 950 | $291K | 0.0% | -5.9% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,466,294 | $1.37B | 0.4% | -4.6% | 3.592% | |
4/29/2025 | Rice Partnership LLC | 47,303 | $14.51M | 3.0% | +2.0% | 0.038% | |
4/29/2025 | Lee Danner & Bass Inc. | 6,295 | $1.93M | 0.2% | -0.8% | 0.005% | |
4/29/2025 | Simmons Bank | 5,321 | $1.63M | 0.1% | -2.7% | 0.004% | |
4/29/2025 | HM Payson & Co. | 2,272 | $697K | 0.0% | -5.4% | 0.002% | |
4/29/2025 | DT Investment Partners LLC | 101,633 | $31.18M | 3.0% | -19.0% | 0.082% | |
4/29/2025 | Bank of New York Mellon Corp | 175,903 | $53.96M | 0.0% | +1.7% | 0.141% | |
4/29/2025 | Truist Financial Corp | 411,838 | $126.33M | 0.2% | -9.1% | 0.331% | |
4/29/2025 | Eukles Asset Management | 388 | $119K | 0.1% | +40.1% | 0.000% | |
4/29/2025 | Morris Financial Concepts Inc. | 1,773 | $544K | 0.2% | -5.3% | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 12,574 | $3.86M | 0.2% | +6.2% | 0.010% | |
4/29/2025 | OneDigital Investment Advisors LLC | 64,178 | $19.69M | 0.2% | -4.3% | 0.052% | |
4/29/2025 | Royal Harbor Partners LLC | 19,958 | $6.12M | 2.4% | N/A | 0.016% | |
4/29/2025 | Silver Oak Securities Incorporated | 120 | $37K | 0.0% | N/A | 0.000% | |
4/29/2025 | Calamos Wealth Management LLC | 7,732 | $2.37M | 0.1% | +13.9% | 0.006% | |
4/29/2025 | Calamos Advisors LLC | 706 | $217K | 0.0% | +13.0% | 0.001% | |
4/29/2025 | Aviance Capital Partners LLC | 1,766 | $542K | 0.1% | N/A | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 10,363 | $3.18M | 0.2% | +4.3% | 0.008% | |
4/28/2025 | D.A. Davidson & CO. | 11,174 | $3.43M | 0.0% | +0.5% | 0.009% | |
4/28/2025 | Mutual Advisors LLC | 7,091 | $2.14M | 0.1% | +10.5% | 0.006% | |
4/28/2025 | Clark Asset Management LLC | 1,277 | $392K | 0.1% | +76.4% | 0.001% | |
4/28/2025 | First Horizon Advisors Inc. | 16,624 | $5.10M | 0.1% | -1.9% | 0.013% | |
4/28/2025 | O Brien Wealth Partners LLC | 1,498 | $459K | 0.1% | -4.8% | 0.001% | |
4/28/2025 | Instrumental Wealth LLC | 3,490 | $1.06M | 1.0% | -1.0% | 0.003% | |
4/28/2025 | Penobscot Wealth Management | 1,725 | $529K | 0.2% | +39.2% | 0.001% | |
4/28/2025 | FSM Wealth Advisors LLC | 942 | $289K | 0.1% | N/A | 0.001% | |
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4/28/2025 | Detalus Advisors LLC | 4,958 | $1.52M | 0.5% | +489.5% | 0.004% | |
4/28/2025 | Keybank National Association OH | 16,748 | $5.14M | 0.0% | -1.2% | 0.013% | |
4/28/2025 | Rossby Financial LCC | 82 | $25K | 0.0% | N/A | 0.000% | |
4/28/2025 | Clear Creek Financial Management LLC | 653 | $200K | 0.0% | N/A | 0.001% | |
4/28/2025 | Rovin Capital UT ADV | 3,829 | $1.18M | 0.4% | -3.7% | 0.003% | |
4/25/2025 | JNBA Financial Advisors | 255 | $78K | 0.0% | +46.6% | 0.000% | |
4/25/2025 | Mather Group LLC. | 20,592 | $6.32M | 0.1% | -0.3% | 0.017% | |
4/25/2025 | Heritage Investment Group Inc. | 32,480 | $9.96M | 1.9% | -5.2% | 0.026% | |
4/25/2025 | Lodestar Private Asset Management LLC | 13,453 | $4.13M | 0.5% | +0.3% | 0.011% | |
4/25/2025 | Unified Investment Management | 1,033 | $317K | 0.4% | N/A | 0.001% | |
4/25/2025 | Benchmark Financial Wealth Advisors LLC | 1,558 | $478K | 0.2% | N/A | 0.001% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 792,824 | $243.19M | 3.1% | +0.2% | 0.638% | |
4/25/2025 | Smith Salley Wealth Management | 1,949 | $598K | 0.0% | -12.0% | 0.002% | |
4/25/2025 | Barnes Dennig Private Wealth Management LLC | 90 | $28K | 0.0% | N/A | 0.000% | |
4/25/2025 | Franklin Parlapiano Turner & Welch LLC | 103,617 | $31.78M | 8.6% | -1.0% | 0.083% | |
4/25/2025 | WASHINGTON TRUST Co | 199,015 | $61.05M | 2.3% | -0.1% | 0.160% | |
4/25/2025 | Nicholson Meyer Capital Management Inc. | 37,288 | $11.44M | 10.5% | N/A | 0.030% | |
4/25/2025 | MorganRosel Wealth Management LLC | 313 | $96K | 0.0% | N/A | 0.000% | |
4/25/2025 | Arbor Investment Advisors LLC | 345,016 | $105.83M | 14.4% | -0.2% | 0.277% | |
4/25/2025 | Red Cedar Investment Management LLC | 453,841 | $139.21M | 19.3% | -13.0% | 0.365% | |
4/25/2025 | New Wave Wealth Advisors LLC | 4,710 | $1.45M | 0.6% | +141.4% | 0.004% | |
4/25/2025 | Monument Capital Management | 20,142 | $6.18M | 1.9% | N/A | 0.016% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 26,158 | $8.02M | 0.4% | +0.8% | 0.021% | |
4/25/2025 | Essex Financial Services Inc. | 6,175 | $1.89M | 0.1% | +14.0% | 0.005% | |
4/25/2025 | Almanack Investment Partners LLC. | 1,732 | $531K | 0.1% | -37.1% | 0.001% | |
4/25/2025 | WestEnd Advisors LLC | 988 | $303K | 0.0% | -5.5% | 0.001% | |
4/25/2025 | K.J. Harrison & Partners Inc | 1,443 | $443K | 0.1% | -27.6% | 0.001% | |
4/25/2025 | Legacy Wealth Management Inc | 758,328 | $232.61M | 15.5% | -2.5% | 0.610% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 1,301 | $399K | 0.1% | +14.3% | 0.001% | |
4/25/2025 | CFM Wealth Partners LLC | 7,183 | $2.20M | 0.4% | +0.7% | 0.006% | |
4/25/2025 | Corepath Wealth Partners LLC | 1,875 | $543K | 0.5% | N/A | 0.002% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 7,390 | $2.27M | 0.0% | N/A | 0.006% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 7,878 | $2.42M | 0.5% | -0.5% | 0.006% | |
4/24/2025 | Tsfg LLC | 6,077 | $1.86M | 0.4% | -12.1% | 0.005% | |
4/24/2025 | Highland Capital Management LLC | 13,978 | $4.29M | 0.3% | +8.7% | 0.011% | |
4/24/2025 | St. Clair Advisors LLC | 15,801 | $4.85M | 1.4% | +6.4% | 0.013% | |
4/24/2025 | Philip James Wealth Mangement LLC | 3,976 | $1.22M | 0.1% | -1.8% | 0.003% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 39,872 | $12.23M | 0.9% | +0.4% | 0.032% | |
4/24/2025 | Ashford Advisors LLC | 9,105 | $2.79M | 0.7% | N/A | 0.007% | |
4/24/2025 | Transcend Capital Advisors LLC | 4,121 | $1.26M | 0.1% | +63.1% | 0.003% | |
4/24/2025 | Alta Wealth Advisors LLC | 752 | $231K | 0.1% | +19.2% | 0.001% | |
4/24/2025 | Tranquility Partners LLC | 2,224 | $682K | 0.3% | +8.4% | 0.002% | |
4/24/2025 | Nadler Financial Group Inc. | 8,262 | $2.53M | 0.3% | -4.6% | 0.007% | |
4/24/2025 | Holistic Planning LLC | 1,000 | $307K | 0.1% | -4.7% | 0.001% | |
4/23/2025 | AMI Asset Management Corp | 1,104 | $339K | 0.0% | -63.4% | 0.001% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 522 | $160K | 0.0% | -8.4% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 78,319 | $24.02M | 0.2% | -0.5% | 0.063% | |
4/23/2025 | Pure Financial Advisors LLC | 15,134 | $4.64M | 0.1% | -11.5% | 0.012% | |
4/23/2025 | SOL Capital Management CO | 7,486 | $2.30M | 0.3% | +13.7% | 0.006% | |
4/23/2025 | TSA Wealth Managment LLC | 5,656 | $1.74M | 0.7% | +57.4% | 0.005% | |
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4/23/2025 | Security National Bank | 1,925 | $590K | 0.1% | +291.3% | 0.002% | |
4/23/2025 | Perigon Wealth Management LLC | 55,543 | $17.04M | 0.4% | +9.2% | 0.045% | |
4/23/2025 | HBK Sorce Advisory LLC | 29,526 | $9.06M | 0.3% | -1.7% | 0.024% | |
4/23/2025 | Golden State Wealth Management LLC | 246 | $75K | 0.0% | +115.8% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 43,404 | $13.31M | 0.0% | +0.6% | 0.035% | |
4/23/2025 | Corundum Group Inc. | 8,312 | $2.55M | 1.2% | -47.6% | 0.007% | |
4/23/2025 | Spire Wealth Management | 29,317 | $8.99M | 0.3% | -17.9% | 0.024% | |
4/23/2025 | Gray Private Wealth LLC | 86,077 | $26.40M | 15.9% | -2.0% | 0.069% | |
4/23/2025 | Balance Wealth LLC | 4,442 | $1.36M | 0.9% | N/A | 0.004% | |
4/23/2025 | Global Assets Advisory LLC | 957 | $280K | 0.1% | N/A | 0.001% | |