9/2/2025 | FSC Wealth Advisors LLC | 4,919 | $212K | 0.1% | +5.7% | 0.017% | |
8/19/2025 | Advisory Services Network LLC | 16,657 | $690K | 0.0% | N/A | 0.057% | |
8/16/2025 | Evergreen Capital Management LLC | 8,835 | $381K | 0.0% | N/A | 0.030% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 162,275 | $6.99M | 4.3% | +4.8% | 0.555% | |
8/15/2025 | Obsido Oy | 12,590 | $543K | 0.4% | -7.3% | 0.043% | |
8/15/2025 | Bank of America Corp DE | 273,417 | $11.78M | 0.0% | +431.0% | 0.935% | |
8/14/2025 | Vista Capital Partners Inc. | 12,884 | $555K | 0.1% | -19.3% | 0.044% | |
8/14/2025 | Raymond James Financial Inc. | 296,136 | $12.76M | 0.0% | N/A | 1.012% | |
8/13/2025 | Vance Wealth LLC | 15,491 | $668K | 0.2% | N/A | 0.053% | |
8/13/2025 | GeoWealth Management LLC | 112,274 | $4.84M | 0.2% | N/A | 0.384% | |
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8/13/2025 | Invesco Ltd. | 16,915 | $729K | 0.0% | -5.7% | 0.058% | |
8/13/2025 | CW Advisors LLC | 13,792 | $594K | 0.0% | -12.0% | 0.047% | |
8/13/2025 | Cerity Partners OCIO LLC | 61,453 | $2.65M | 0.1% | +17.5% | 0.210% | |
8/13/2025 | Leuthold Group LLC | 289,269 | $12.47M | 1.5% | +43.2% | 0.989% | |
8/13/2025 | Quadrature Capital Ltd | 64,096 | $2.76M | 0.0% | N/A | 0.219% | |
8/12/2025 | CreativeOne Wealth LLC | 19,617 | $845K | 0.0% | N/A | 0.067% | |
8/12/2025 | JPMorgan Chase & Co. | 5,648,399 | $243.45M | 0.0% | +16,296.4% | 19.311% | |
8/12/2025 | Bank Julius Baer & Co. Ltd Zurich | 23,427 | $1.01M | 0.0% | -1.8% | 0.080% | |
8/11/2025 | TD Waterhouse Canada Inc. | 18,353 | $790K | 0.0% | +298.1% | 0.063% | |
8/11/2025 | Brown Wealth Management LLC | 61,321 | $2.64M | 0.8% | -9.2% | 0.210% | |
8/11/2025 | FSC Wealth Advisors LLC | 4,919 | $212K | 0.1% | +5.7% | 0.017% | |
8/8/2025 | Tortoise Investment Management LLC | 2,410 | $104K | 0.0% | N/A | 0.008% | |
8/8/2025 | Cetera Investment Advisers | 45,843 | $1.98M | 0.0% | +440.2% | 0.157% | |
8/8/2025 | Creative Planning | 1,105,025 | $47.63M | 0.0% | +30.2% | 3.778% | |
8/8/2025 | Family Firm Inc. | 172,309 | $7.43M | 1.8% | +0.5% | 0.589% | |
8/8/2025 | PNC Financial Services Group Inc. | 36,626 | $1.58M | 0.0% | +228,812.5% | 0.125% | |
8/8/2025 | VERITY Wealth Advisors | 9,601 | $414K | 0.3% | N/A | 0.033% | |
8/7/2025 | Topel & Distasi Wealth Management LLC | 78,729 | $3.39M | 1.8% | -8.4% | 0.269% | |
8/6/2025 | AE Wealth Management LLC | 72,974 | $3.15M | 0.0% | +23.1% | 0.249% | |
8/6/2025 | Mascagni Wealth Management Inc. | 8,887 | $383K | 0.3% | N/A | 0.030% | |
8/5/2025 | Bank of Montreal Can | 13,518 | $583K | 0.0% | +2,658.8% | 0.046% | |
8/4/2025 | Haven Private LLC | 20,681 | $891K | 0.4% | +31.6% | 0.071% | |
8/4/2025 | World Investment Advisors | 63,229 | $2.73M | 0.1% | N/A | 0.216% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 592 | $26K | 0.0% | N/A | 0.002% | |
8/1/2025 | Red Lighthouse Investment Management LLC | 4,988 | $215K | 0.1% | +39.8% | 0.017% | |
8/1/2025 | Envestnet Asset Management Inc. | 93,527 | $4.03M | 0.0% | +77.7% | 0.320% | |
7/30/2025 | Rothschild Capital Partners LLC | 8,699 | $375K | 0.1% | +57.8% | 0.029% | |
7/30/2025 | Argonautica Private Wealth Management Inc. | 21,386 | $922K | 0.3% | N/A | 0.070% | |
7/29/2025 | Empirical Asset Management LLC | 60,644 | $2.61M | 0.8% | +2.6% | 0.200% | |
7/28/2025 | Allianz Asset Management GmbH | 162,596 | $7.01M | 0.0% | +21.2% | 0.536% | |
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7/28/2025 | Wilmington Savings Fund Society FSB | 199,014 | $8.58M | 0.2% | -17.2% | 0.656% | |
7/28/2025 | RFG Advisory LLC | 130,571 | $5.63M | 0.1% | N/A | 0.430% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 198,482 | $8.56M | 0.0% | -17.4% | 0.654% | |
7/25/2025 | CWM LLC | 4,560 | $197K | 0.0% | +71.2% | 0.015% | |
7/23/2025 | Columbus Macro LLC | 31,477 | $1.36M | 0.2% | +189.1% | 0.104% | |
7/23/2025 | NBT Bank N A NY | 7,271 | $313K | 0.0% | +17.3% | 0.024% | |
7/23/2025 | DMC Group LLC | 13,761 | $593K | 0.5% | N/A | 0.045% | |
7/22/2025 | Euro Pacific Asset Management LLC | 46,543 | $2.04M | 0.3% | -1.9% | 0.153% | |
7/22/2025 | Checchi Capital Advisers LLC | 576,026 | $24.83M | 1.4% | -5.5% | 1.898% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 113,556 | $4.89M | 0.6% | N/A | 0.374% | |
7/18/2025 | Vicus Capital | 11,540 | $497K | 0.0% | N/A | 0.039% | |
7/18/2025 | Pure Financial Advisors LLC | 5,668 | $244K | 0.0% | -23.1% | 0.019% | |
7/16/2025 | MinichMacGregor Wealth Management LLC | 405,259 | $17.47M | 3.7% | N/A | 1.381% | |
7/16/2025 | One Plus One Wealth Management LLC | 30,099 | $1.30M | 0.7% | +1.4% | 0.103% | |
7/15/2025 | TD Private Client Wealth LLC | 24,012 | $1.04M | 0.0% | N/A | 0.083% | |
7/11/2025 | Farther Finance Advisors LLC | 4,747 | $205K | 0.0% | -27.0% | 0.017% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 30,835 | $1.33M | 0.0% | -28.2% | 0.107% | |
7/10/2025 | Signal Advisors Wealth LLC | 8,992 | $388K | 0.0% | N/A | 0.031% | |
7/9/2025 | Fiduciary Alliance LLC | 6,027 | $260K | 0.0% | -7.8% | 0.021% | |
7/9/2025 | Client First Investment Management LLC | 10,157 | $438K | 0.3% | N/A | 0.035% | |
7/7/2025 | Upper Left Wealth Management LLC | 14,216 | $613K | 0.4% | -11.9% | 0.049% | |
7/7/2025 | Insight Wealth Strategies LLC | 134,359 | $5.80M | 0.7% | N/A | 0.467% | |
5/19/2025 | Jane Street Group LLC | 41,236 | $1.63M | 0.0% | -71.1% | 0.208% | |
5/16/2025 | Jones Financial Companies Lllp | 40,971 | $1.62M | 0.0% | -34.8% | 0.206% | |
5/15/2025 | Obsido Oy | 13,576 | $535K | 0.5% | N/A | 0.068% | |
5/15/2025 | Royal Bank of Canada | 157,763 | $6.22M | 0.0% | -66.8% | 0.795% | |
5/14/2025 | Comerica Bank | 7,723 | $304K | 0.0% | -23.7% | 0.039% | |
5/14/2025 | CW Advisors LLC | 15,676 | $618K | 0.0% | -2.9% | 0.079% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 126,832 | $5M | 0.0% | N/A | 0.639% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 145,445 | $5.73M | 0.0% | -8.1% | 0.733% | |
5/12/2025 | Avos Capital Management LLC | 122,445 | $4.83M | 3.2% | N/A | 0.617% | |
5/12/2025 | Invesco Ltd. | 17,929 | $707K | 0.0% | +2.2% | 0.090% | |
5/12/2025 | Townsquare Capital LLC | 68,091 | $2.68M | 0.0% | +7.5% | 0.343% | |
5/9/2025 | North Ridge Wealth Advisors Inc. | 154,772 | $6.10M | 4.1% | +6.2% | 0.780% | |
5/9/2025 | Topel & Distasi Wealth Management LLC | 85,903 | $3.39M | 1.6% | +7.1% | 0.433% | |
5/9/2025 | Haven Private LLC | 15,717 | $620K | 0.4% | -13.7% | 0.079% | |
5/7/2025 | LPL Financial LLC | 106,875 | $4.21M | 0.0% | +1.2% | 0.538% | |
5/7/2025 | Brown Wealth Management LLC | 67,516 | $2.66M | 0.9% | +6.3% | 0.340% | |
5/6/2025 | Assetmark Inc. | 2,257 | $89K | 0.0% | +76.3% | 0.011% | |
5/6/2025 | Cetera Investment Advisers | 8,487 | $335K | 0.0% | +4.0% | 0.043% | |
5/6/2025 | AE Wealth Management LLC | 59,259 | $2.34M | 0.0% | +8.0% | 0.299% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 23,852 | $940K | 0.0% | +25.2% | 0.120% | |
5/6/2025 | Vista Capital Partners Inc. | 15,973 | $630K | 0.1% | -5.7% | 0.080% | |
5/5/2025 | Allianz Asset Management GmbH | 134,110 | $5.29M | 0.0% | N/A | 0.676% | |
5/2/2025 | SBI Securities Co. Ltd. | 3,291 | $130K | 0.0% | -49.5% | 0.017% | |
5/1/2025 | Family Firm Inc. | 171,410 | $6.76M | 1.5% | +1.5% | 0.864% | |
4/30/2025 | Crossmark Global Holdings Inc. | 22,275 | $878K | 0.0% | +25.3% | 0.112% | |
4/29/2025 | Envestnet Asset Management Inc. | 52,623 | $2.07M | 0.0% | -36.8% | 0.265% | |
4/29/2025 | Checchi Capital Advisers LLC | 609,254 | $24.02M | 1.3% | +7.7% | 3.069% | |
4/28/2025 | Keybank National Association OH | 44,375 | $1.75M | 0.0% | -2.2% | 0.277% | |
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4/24/2025 | Allspring Global Investments Holdings LLC | 240,403 | $9.48M | 0.0% | +19.9% | 1.503% | |
4/23/2025 | Pure Financial Advisors LLC | 7,374 | $291K | 0.0% | -6.3% | 0.049% | |
4/22/2025 | FSC Wealth Advisors LLC | 4,655 | $184K | 0.1% | +180.4% | 0.031% | |
4/22/2025 | Garde Capital Inc. | 2,779 | $110K | 0.0% | N/A | 0.019% | |
4/17/2025 | Inscription Capital LLC | 294,514 | $11.67M | 1.9% | N/A | 2.052% | |
4/17/2025 | Columbus Macro LLC | 10,889 | $429K | 0.1% | +2.7% | 0.076% | |
4/17/2025 | Brighton Jones LLC | 5,679 | $224K | 0.0% | N/A | 0.040% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 42,924 | $1.69M | 0.0% | -52.3% | 0.299% | |
4/15/2025 | Net Worth Advisory Group | 9,235 | $364K | 0.1% | +3.2% | 0.064% | |
4/14/2025 | Farther Finance Advisors LLC | 6,505 | $257K | 0.0% | N/A | 0.045% | |