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% | |
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% | |
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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% | |
4/14/2025 | One Plus One Wealth Management LLC | 29,691 | $1.17M | 0.6% | -14.7% | 0.207% | |
4/14/2025 | Upper Left Wealth Management LLC | 16,142 | $636K | 0.5% | +16.5% | 0.112% | |
4/11/2025 | First National Corp MA ADV | 5,138 | $203K | 0.0% | N/A | 0.038% | |
4/11/2025 | Sovereign Financial Group Inc. | 15,759 | $621K | 0.1% | -3.3% | 0.115% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 90,073 | $3.46M | 0.0% | -10.6% | 0.804% | |
2/17/2025 | Royal Bank of Canada | 475,846 | $18.28M | 0.0% | -14.1% | 4.249% | |
2/17/2025 | Fairview Capital Investment Management LLC | 33,230 | $1.28M | 0.1% | +1.0% | 0.297% | |
2/17/2025 | Citadel Advisors LLC | 6,320 | $243K | 0.0% | N/A | 0.056% | |
2/17/2025 | Brown Wealth Management LLC | 63,496 | $2.44M | 0.9% | +7.3% | 0.567% | |
2/17/2025 | Bank of America Corp DE | 60,049 | $2.31M | 0.0% | -5.8% | 0.536% | |
2/17/2025 | Ameriprise Financial Inc. | 16,797 | $645K | 0.0% | -37.3% | 0.150% | |
2/14/2025 | Jane Street Group LLC | 142,463 | $5.47M | 0.0% | +131.8% | 1.272% | |
2/14/2025 | Comerica Bank | 10,127 | $389K | 0.0% | +4.5% | 0.090% | |
2/14/2025 | The Manufacturers Life Insurance Company | 48,677 | $1.87M | 0.0% | -2.8% | 0.435% | |
2/14/2025 | TD Waterhouse Canada Inc. | 4,759 | $182K | 0.0% | +15.2% | 0.042% | |
2/14/2025 | Transce3nd LLC | 2,038 | $78K | 0.0% | N/A | 0.018% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 87,965 | $3.38M | 0.0% | -4.3% | 0.785% | |
2/13/2025 | Mariner LLC | 12,253 | $471K | 0.0% | -2.7% | 0.109% | |
2/13/2025 | Townsquare Capital LLC | 63,358 | $2.43M | 0.0% | +7.2% | 0.566% | |
2/13/2025 | Invesco Ltd. | 17,548 | $674K | 0.0% | +2.1% | 0.157% | |
2/13/2025 | Cerity Partners OCIO LLC | 52,295 | $2.01M | 0.1% | +93.0% | 0.467% | |
2/13/2025 | Envestnet Asset Management Inc. | 83,269 | $3.20M | 0.0% | -38.7% | 0.743% | |
2/13/2025 | Wells Fargo & Company MN | 109,658 | $4.21M | 0.0% | +11.8% | 0.979% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 158,319 | $6.08M | 0.0% | -14.3% | 1.414% | |
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2/11/2025 | Congress Wealth Management LLC DE | 16,137 | $620K | 0.0% | -6.5% | 0.144% | |
2/11/2025 | Napatree Capital LLC | 7,125 | $274K | 0.2% | N/A | 0.064% | |
2/11/2025 | LPL Financial LLC | 105,612 | $4.06M | 0.0% | +121.8% | 0.943% | |
2/10/2025 | Family Firm Inc. | 168,796 | $6.49M | 1.1% | +1.9% | 1.507% | |
2/7/2025 | Wealthfront Advisers LLC | 4,680 | $180K | 0.0% | N/A | 0.042% | |
2/7/2025 | NBT Bank N A NY | 6,196 | $238K | 0.0% | +619,500.0% | 0.055% | |
2/7/2025 | Bank Julius Baer & Co. Ltd Zurich | 19,053 | $808K | 0.0% | +6.9% | 0.170% | |
2/7/2025 | Haven Private LLC | 18,220 | $700K | 0.4% | N/A | 0.163% | |
2/6/2025 | Keybank National Association OH | 45,351 | $1.74M | 0.0% | N/A | 0.405% | |
2/6/2025 | SBI Securities Co. Ltd. | 6,520 | $250K | 0.0% | N/A | 0.058% | |
2/6/2025 | Jones Financial Companies Lllp | 62,792 | $2.41M | 0.0% | +13.1% | 0.561% | |
2/5/2025 | Checchi Capital Advisers LLC | 565,472 | $21.73M | 1.3% | -19.9% | 5.049% | |
2/3/2025 | Leuthold Group LLC | 397,631 | $15.28M | 1.8% | +0.8% | 3.550% | |
2/3/2025 | Vista Capital Partners Inc. | 16,936 | $651K | 0.1% | +236.1% | 0.151% | |
1/31/2025 | Atria Wealth Solutions Inc. | 6,263 | $241K | 0.0% | -9.8% | 0.056% | |
1/31/2025 | Topel & Distasi Wealth Management LLC | 80,180 | $3.08M | 1.3% | -3.5% | 0.716% | |
1/29/2025 | One Plus One Wealth Management LLC | 34,817 | $1.34M | 0.8% | +34.7% | 0.311% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 200,579 | $7.71M | 0.0% | +3.7% | 1.759% | |
1/27/2025 | Choreo LLC | 14,850 | $572K | 0.0% | +196.7% | 0.130% | |
1/24/2025 | Columbus Macro LLC | 10,604 | $407K | 0.1% | -7.6% | 0.091% | |
1/23/2025 | Upper Left Wealth Management LLC | 13,860 | $533K | 0.5% | -2.4% | 0.118% | |
1/23/2025 | OLD National Bancorp IN | 74,727 | $2.87M | 0.1% | +12.3% | 0.639% | |
1/22/2025 | FSC Wealth Advisors LLC | 1,660 | $64K | 0.0% | +162.2% | 0.014% | |
1/21/2025 | Euro Pacific Asset Management LLC | 48,992 | $1.90M | 0.4% | +0.9% | 0.422% | |
1/15/2025 | Empirical Asset Management LLC | 52,064 | $2M | 0.1% | +3.1% | 0.449% | |
1/14/2025 | Sovereign Financial Group Inc. | 16,294 | $626K | 0.1% | +155.8% | 0.140% | |
12/26/2024 | JPMorgan Chase & Co. | 31,270 | $1.31M | 0.0% | +6.9% | 0.246% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 193,451 | $8.09M | 0.1% | N/A | 1.523% | |
11/15/2024 | Jane Street Group LLC | 61,450 | $2.57M | 0.0% | -74.9% | 0.484% | |
11/14/2024 | Captrust Financial Advisors | 6,042 | $253K | 0.0% | N/A | 0.048% | |
11/13/2024 | Townsquare Capital LLC | 59,100 | $2.47M | 0.0% | +9.0% | 0.465% | |
11/13/2024 | The Manufacturers Life Insurance Company | 50,082 | $2.09M | 0.0% | -1.1% | 0.394% | |
11/13/2024 | Fisher Asset Management LLC | 89,453 | $3.74M | 0.0% | +41.0% | 0.704% | |
11/12/2024 | Cerity Partners OCIO LLC | 27,093 | $1.13M | 0.1% | +59.2% | 0.213% | |
11/6/2024 | Euro Pacific Asset Management LLC | 48,555 | $2.05M | 0.4% | -0.6% | 0.382% | |
11/1/2024 | Vista Capital Partners Inc. | 5,039 | $211K | 0.0% | -5.1% | 0.039% | |
10/29/2024 | Pure Financial Advisors LLC | 7,862 | $329K | 0.0% | +5.8% | 0.061% | |
10/24/2024 | Inscription Capital LLC | 265,088 | $11.09M | 1.6% | -10.0% | 2.129% | |
10/24/2024 | Leuthold Group LLC | 394,614 | $16.50M | 1.8% | -1.6% | 3.170% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 100,711 | $4.21M | 0.0% | -22.0% | 0.809% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 140,557 | $5.88M | 4.0% | +14.8% | 1.129% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 685 | $29K | 0.0% | N/A | 0.006% | |
10/22/2024 | FSC Wealth Advisors LLC | 633 | $26K | 0.0% | +229.7% | 0.005% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 193,451 | $8.09M | 0.0% | +9.6% | 1.566% | |
10/19/2024 | OLD National Bancorp IN | 66,513 | $2.78M | 0.1% | -4.1% | 0.539% | |
10/18/2024 | Net Worth Advisory Group | 9,106 | $381K | 0.1% | N/A | 0.074% | |
10/11/2024 | Creative Planning | 752,631 | $31.48M | 0.0% | +2.5% | 6.378% | |
10/11/2024 | Fiduciary Alliance LLC | 6,535 | $273K | 0.0% | N/A | 0.055% | |
10/11/2024 | Empirical Asset Management LLC | 50,518 | $2.11M | 0.3% | +64.2% | 0.428% | |
10/9/2024 | Money Design Co. Ltd. | 211,694 | $8.85M | 0.4% | +4.6% | 1.779% | |
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10/8/2024 | CWM LLC | 5,952 | $249K | 0.0% | +141.3% | 0.050% | |
10/8/2024 | First National Corp MA ADV | 5,138 | $215K | 0.0% | N/A | 0.043% | |
10/8/2024 | Sovereign Financial Group Inc. | 6,370 | $266K | 0.1% | -14.7% | 0.054% | |
10/8/2024 | Towneley Capital Management Inc DE | 4,851 | $203K | 0.0% | -33.5% | 0.041% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 4,923 | $206K | 0.0% | N/A | 0.041% | |
10/4/2024 | Regency Capital Management Inc. DE | 10,100 | $422K | 0.2% | N/A | 0.080% | |
8/16/2024 | Creative Planning | 734,241 | $28.35M | 0.0% | +12.3% | 5.584% | |
8/14/2024 | Bank of Montreal Can | 66,908 | $2.61M | 0.0% | +9,337.0% | 0.509% | |
8/14/2024 | Cerity Partners OCIO LLC | 17,022 | $657K | 0.1% | N/A | 0.129% | |
8/13/2024 | AE Wealth Management LLC | 57,096 | $2.20M | 0.0% | +5.0% | 0.434% | |