10/16/2025 | Blue Trust Inc. | 1,168 | $53K | 0.0% | N/A | 0.002% | |
10/15/2025 | CWM LLC | 6,080 | $276K | 0.0% | -20.7% | 0.011% | |
10/15/2025 | Johnson & White Wealth Management LLC | 237,310 | $10.78M | 4.9% | +2.3% | 0.420% | |
10/15/2025 | Mascagni Wealth Management Inc. | 4,472 | $203K | 0.2% | -19.6% | 0.008% | |
10/15/2025 | Sound Stewardship LLC | 77,848 | $3.54M | 1.7% | -0.3% | 0.138% | |
10/14/2025 | Farther Finance Advisors LLC | 5,146 | $234K | 0.0% | +226.9% | 0.009% | |
10/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 51,576 | $2.34M | 0.0% | -3.9% | 0.091% | |
10/10/2025 | Arlington Financial Advisors LLC | 164,230 | $7.46M | 1.1% | -0.2% | 0.291% | |
10/10/2025 | Charles Schwab Trust Co | 117,511 | $5.34M | 0.4% | -2.1% | 0.208% | |
10/10/2025 | Advance Capital Management Inc. | 14,570 | $662K | 0.0% | +7.9% | 0.026% | |
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10/9/2025 | Dynamic Advisor Solutions LLC | 219,326 | $9.96M | 0.3% | +0.6% | 0.388% | |
10/9/2025 | Fermata Advisors LLC | 6,834 | $310K | 0.1% | +22.7% | 0.012% | |
10/8/2025 | Legacy Private Trust Co. | 76,836 | $3.49M | 0.2% | -8.5% | 0.136% | |
10/8/2025 | Wedmont Private Capital | 4,631 | $210K | 0.0% | N/A | 0.008% | |
10/7/2025 | Sonora Investment Management Group LLC | 5,325 | $242K | 0.0% | N/A | 0.009% | |
10/6/2025 | Boston Standard Wealth Management LLC | 44,351 | $2.01M | 0.3% | -0.6% | 0.078% | |
9/26/2025 | Corient Private Wealth LLC | 20,614 | $838K | 0.0% | +1.4% | 0.036% | |
9/4/2025 | Osaic Holdings Inc. | 39,395 | $1.60M | 0.0% | +26.9% | 0.069% | |
8/27/2025 | Orion Porfolio Solutions LLC | 8,419 | $342K | 0.0% | -13.7% | 0.015% | |
8/19/2025 | Advisory Services Network LLC | 41,892 | $1.74M | 0.0% | +2.5% | 0.073% | |
8/18/2025 | Geneos Wealth Management Inc. | 1,799 | $73K | 0.0% | +47.7% | 0.003% | |
8/15/2025 | Tower Research Capital LLC TRC | 16,025 | $652K | 0.0% | +25.2% | 0.028% | |
8/15/2025 | Corient Private Wealth LLC | 20,614 | $838K | 0.0% | +1.4% | 0.036% | |
8/15/2025 | Equitable Holdings Inc. | 144,416 | $5.87M | 0.0% | -33.6% | 0.252% | |
8/15/2025 | Captrust Financial Advisors | 254,886 | $10.37M | 0.0% | +1.7% | 0.445% | |
8/15/2025 | Vident Advisory LLC | 5,129 | $209K | 0.0% | -5.2% | 0.009% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,240 | $294K | 0.0% | -3.7% | 0.013% | |
8/15/2025 | Orion Porfolio Solutions LLC | 8,419 | $342K | 0.0% | -13.7% | 0.015% | |
8/15/2025 | Modern Wealth Management LLC | 53,048 | $2.16M | 0.1% | N/A | 0.093% | |
8/15/2025 | EP Wealth Advisors LLC | 11,199 | $455K | 0.0% | -16.9% | 0.020% | |
8/15/2025 | Benjamin Edwards Inc. | 18,568 | $755K | 0.0% | N/A | 0.032% | |
8/15/2025 | Bank of America Corp DE | 2,500,637 | $101.70M | 0.0% | -2.4% | 4.366% | |
8/15/2025 | Ameriprise Financial Inc. | 86,849 | $3.53M | 0.0% | -2.8% | 0.152% | |
8/14/2025 | Jane Street Group LLC | 5,299 | $216K | 0.0% | N/A | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 1,034,412 | $42.07M | 0.0% | +1.3% | 1.806% | |
8/14/2025 | Quantinno Capital Management LP | 16,602 | $675K | 0.0% | +13.8% | 0.029% | |
8/14/2025 | Diversify Advisory Services LLC | 41,166 | $1.76M | 0.1% | +15.8% | 0.072% | |
8/14/2025 | Peapack Gladstone Financial Corp | 8,745 | $356K | 0.0% | +50.1% | 0.015% | |
8/14/2025 | Vertex Planning Partners LLC | 7,371 | $300K | 0.1% | -3.2% | 0.013% | |
8/14/2025 | Cerity Partners LLC | 131,896 | $5.36M | 0.0% | +0.9% | 0.230% | |
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8/13/2025 | Cresset Asset Management LLC | 10,379 | $422K | 0.0% | -3.1% | 0.018% | |
8/13/2025 | Brown Advisory Inc. | 5,720 | $233K | 0.0% | -22.9% | 0.010% | |
8/13/2025 | M Holdings Securities Inc. | 27,390 | $1.11M | 0.2% | N/A | 0.048% | |
8/13/2025 | Baird Financial Group Inc. | 297,148 | $12.09M | 0.0% | +0.6% | 0.519% | |
8/13/2025 | Invesco Ltd. | 353,348 | $14.37M | 0.0% | -29.3% | 0.617% | |
8/13/2025 | CW Advisors LLC | 6,967 | $283K | 0.0% | N/A | 0.012% | |
8/13/2025 | WCG Wealth Advisors LLC | 254,551 | $10.35M | 0.7% | +58.7% | 0.444% | |
8/13/2025 | Oxler Private Wealth LLC | 15,349 | $624K | 0.2% | -6.0% | 0.027% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 31,978 | $1.30M | 0.0% | +4.9% | 0.056% | |
8/13/2025 | Russell Investments Group Ltd. | 1,887 | $77K | 0.0% | -18.0% | 0.003% | |
8/12/2025 | RiverFront Investment Group LLC | 7,975 | $324K | 0.0% | -34.2% | 0.014% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 125,512 | $5.11M | 0.0% | +1.9% | 0.219% | |
8/12/2025 | Intellus Advisors LLC | 5,165 | $210K | 0.0% | N/A | 0.009% | |
8/12/2025 | WealthBridge Capital Management LLC | 73,199 | $2.98M | 0.8% | -5.5% | 0.128% | |
8/12/2025 | AlphaCore Capital LLC | 265,330 | $10.79M | 0.4% | +3,737.0% | 0.463% | |
8/12/2025 | JPMorgan Chase & Co. | 48,694 | $1.98M | 0.0% | -22.6% | 0.085% | |
8/12/2025 | NFP Retirement Inc. | 387,655 | $15.77M | 1.0% | -5.5% | 0.677% | |
8/11/2025 | Wealthspire Advisors LLC | 95,248 | $3.87M | 0.0% | -2.3% | 0.166% | |
8/11/2025 | Western Wealth Management LLC | 12,250 | $498K | 0.0% | -5.3% | 0.021% | |
8/11/2025 | Bell Investment Advisors Inc | 35,954 | $1.46M | 0.3% | +370.6% | 0.063% | |
8/8/2025 | Rockefeller Capital Management L.P. | 16,520 | $672K | 0.0% | -10.2% | 0.029% | |
8/8/2025 | Avantax Advisory Services Inc. | 543,852 | $22.12M | 0.1% | +7.5% | 0.950% | |
8/8/2025 | Cetera Investment Advisers | 423,918 | $17.24M | 0.0% | -1.8% | 0.740% | |
8/8/2025 | WealthShield Partners LLC | 11,083 | $451K | 0.1% | -4.9% | 0.019% | |
8/8/2025 | Accredited Investors Inc. | 192,735 | $7.84M | 0.5% | -1.1% | 0.337% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,468 | $100K | 0.0% | -35.4% | 0.004% | |
8/7/2025 | New England Private Wealth Advisors LLC | 25,043 | $1.05M | 0.2% | -4.2% | 0.044% | |
8/7/2025 | CENTRAL TRUST Co | 6,956 | $283K | 0.0% | -4.9% | 0.012% | |
8/7/2025 | PFG Advisors | 48,364 | $1.97M | 0.1% | +11.9% | 0.084% | |
8/6/2025 | AE Wealth Management LLC | 2,648 | $108K | 0.0% | +17.0% | 0.005% | |
8/6/2025 | Savant Capital LLC | 34,517 | $1.40M | 0.0% | -4.8% | 0.060% | |
8/6/2025 | Mascagni Wealth Management Inc. | 5,562 | $226K | 0.2% | -4.9% | 0.010% | |
8/6/2025 | SouthState Corp | 4,900 | $199K | 0.0% | -20.3% | 0.009% | |
8/6/2025 | Atlantic Union Bankshares Corp | 1,732 | $70K | 0.0% | N/A | 0.003% | |
8/6/2025 | Financial Alternatives Inc | 7,313 | $297K | 0.2% | -8.3% | 0.013% | |
8/5/2025 | Freestone Capital Holdings LLC | 5,147 | $209K | 0.0% | -13.2% | 0.009% | |
8/5/2025 | Bank of Montreal Can | 5,493 | $223K | 0.0% | +21.4% | 0.010% | |
8/4/2025 | Assetmark Inc. | 5,908 | $240K | 0.0% | +27.8% | 0.010% | |
8/4/2025 | Spire Wealth Management | 7,159 | $291K | 0.0% | -8.4% | 0.013% | |
8/1/2025 | Envestnet Asset Management Inc. | 94,787 | $3.86M | 0.0% | +3.3% | 0.166% | |
7/31/2025 | Wealthfront Advisers LLC | 13,846 | $563K | 0.0% | +47.9% | 0.024% | |
7/31/2025 | Whipplewood Advisors LLC | 29,964 | $1.22M | 0.7% | +71,242.9% | 0.052% | |
7/31/2025 | Brighton Jones LLC | 25,811 | $1.05M | 0.0% | +6.3% | 0.045% | |
7/31/2025 | GenTrust LLC | 5,005 | $204K | 0.0% | N/A | 0.009% | |
7/31/2025 | Carnegie Investment Counsel | 5,485 | $223K | 0.0% | N/A | 0.010% | |
7/30/2025 | EnRich Financial Partners LLC | 10,903 | $443K | 0.1% | -4.1% | 0.019% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 4,961 | $202K | 0.0% | N/A | 0.009% | |
7/30/2025 | Arbor Investment Advisors LLC | 898,927 | $36.56M | 4.7% | +1.6% | 1.570% | |
7/29/2025 | Stratos Wealth Partners LTD. | 17,507 | $712K | 0.0% | -2.2% | 0.031% | |
7/29/2025 | Private Trust Co. NA | 1,323 | $54K | 0.0% | +33.0% | 0.002% | |
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7/29/2025 | Harbor Asset Planning Inc. | 1,587 | $65K | 0.1% | N/A | 0.003% | |
7/28/2025 | Arlington Financial Advisors LLC | 164,608 | $6.70M | 1.1% | +1.9% | 0.287% | |
7/28/2025 | Revolve Wealth Partners LLC | 12,997 | $529K | 0.1% | -6.1% | 0.023% | |
7/25/2025 | NorthRock Partners LLC | 4,640 | $189K | 0.0% | +29.0% | 0.008% | |
7/25/2025 | Sequoia Financial Advisors LLC | 16,261 | $661K | 0.0% | +4.8% | 0.028% | |
7/25/2025 | Lion Street Advisors LLC | 31,426 | $1.28M | 0.4% | +19.0% | 0.055% | |
7/25/2025 | CWM LLC | 7,665 | $312K | 0.0% | +14.3% | 0.013% | |
7/25/2025 | Johnson Investment Counsel Inc. | 10,925 | $444K | 0.0% | N/A | 0.019% | |
7/24/2025 | JFS Wealth Advisors LLC | 57,268 | $2.33M | 0.1% | -4.0% | 0.099% | |
7/24/2025 | Stonebridge Financial Group LLC | 682,516 | $27.76M | 2.7% | +1.8% | 1.186% | |