5/1/2025 | Bleakley Financial Group LLC | 113,790 | $6.31M | 0.2% | -3.2% | 0.005% | |
5/1/2025 | CWM LLC | 108,510 | $6.02M | 0.0% | -4.1% | 0.004% | |
5/1/2025 | TruNorth Capital Management LLC | 1,378 | $76K | 0.0% | N/A | 0.000% | |
5/1/2025 | Schechter Investment Advisors LLC | 30,088 | $1.67M | 0.1% | -11.3% | 0.001% | |
5/1/2025 | FDx Advisors Inc. | 5,471 | $303K | 0.1% | +14.2% | 0.000% | |
5/1/2025 | Nikulski Financial Inc. | 3,676 | $204K | 0.1% | N/A | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 4,625 | $257K | 0.0% | N/A | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 26,063 | $1.45M | 0.0% | +68.7% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 196,726 | $10.91M | 0.0% | +62.5% | 0.008% | |
4/30/2025 | Hara Capital LLC | 3,528 | $196K | 0.1% | -27.8% | 0.000% | |
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4/30/2025 | Code Waechter LLC | 11,905 | $660K | 0.5% | +77.9% | 0.000% | |
4/30/2025 | Allworth Financial LP | 8,061 | $432K | 0.0% | +23.6% | 0.000% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 30,970 | $1.72M | 0.2% | -5.1% | 0.001% | |
4/30/2025 | Axxcess Wealth Management LLC | 10,234 | $568K | 0.0% | +130.5% | 0.000% | |
4/30/2025 | Rehmann Capital Advisory Group | 14,400 | $799K | 0.1% | +5.2% | 0.001% | |
4/30/2025 | Greenleaf Trust | 10,674 | $592K | 0.0% | +11.3% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 4,761 | $264K | 0.1% | N/A | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 6,282 | $348K | 0.0% | +14.3% | 0.000% | |
4/30/2025 | M&T Bank Corp | 451,456 | $25.04M | 0.1% | +30.1% | 0.018% | |
4/30/2025 | May Hill Capital LLC | 5,227 | $290K | 0.1% | N/A | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 314,636 | $17.45M | 0.0% | +31.1% | 0.012% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 66,242 | $3.67M | 0.3% | +3.8% | 0.003% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 17,023 | $944K | 0.2% | +3.0% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 46,859 | $2.60M | 0.0% | +0.8% | 0.002% | |
4/30/2025 | Fullcircle Wealth LLC | 4,575 | $241K | 0.1% | -11.1% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 5,980 | $332K | 0.0% | N/A | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 11,456 | $635K | 0.0% | +20.6% | 0.000% | |
4/29/2025 | Raleigh Capital Management Inc. | 38,299 | $2.12M | 1.0% | +18.1% | 0.002% | |
4/29/2025 | Callan Capital LLC | 23,434 | $1.30M | 0.1% | +81.7% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 108,510 | $6.02M | 0.2% | +16.6% | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,277,394 | $181.76M | 0.1% | +6.9% | 0.130% | |
4/29/2025 | Hexagon Capital Partners LLC | 5,959 | $330K | 0.1% | +4.2% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 9,700 | $538K | 0.0% | -74.4% | 0.000% | |
4/29/2025 | HM Payson & Co. | 6,269 | $348K | 0.0% | +12.0% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 1,945,223 | $107.88M | 0.0% | -30.2% | 0.077% | |
4/29/2025 | World Investment Advisors | 59,122 | $3.28M | 0.1% | +17.0% | 0.002% | |
4/29/2025 | Wayfinding Financial LLC | 1,146 | $63K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 595,139 | $33.01M | 0.1% | +6.2% | 0.024% | |
4/29/2025 | GF Fund Management CO. LTD. | 7,710 | $428K | 0.0% | +22.0% | 0.000% | |
4/29/2025 | 44 Wealth Management LLC | 62,449 | $3.46M | 1.3% | -6.6% | 0.002% | |
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4/29/2025 | Checchi Capital Advisers LLC | 13,080 | $725K | 0.0% | +9.9% | 0.001% | |
4/28/2025 | First Horizon Advisors Inc. | 6,563 | $364K | 0.0% | -5.1% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 4,220 | $234K | 0.0% | +19.8% | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 25,060 | $1.39M | 0.2% | +4.8% | 0.001% | |
4/28/2025 | First Bank & Trust | 64,565 | $3.58M | 0.7% | +13.3% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 2,132,092 | $118.43M | 0.7% | -7.1% | 0.084% | |
4/28/2025 | Summit Trail Advisors LLC | 4,610 | $256K | 0.0% | N/A | 0.000% | |
4/25/2025 | MorganRosel Wealth Management LLC | 1,440 | $80K | 0.0% | N/A | 0.000% | |
4/25/2025 | Valley National Advisers Inc. | 6,225 | $345K | 0.1% | -9.0% | 0.000% | |
4/25/2025 | New Wave Wealth Advisors LLC | 5,330 | $296K | 0.1% | -20.0% | 0.000% | |
4/25/2025 | Waterfront Wealth Inc. | 49,641 | $2.75M | 0.7% | -0.6% | 0.002% | |
4/25/2025 | Augustine Asset Management Inc. | 76,155 | $4.22M | 1.2% | -6.1% | 0.003% | |
4/25/2025 | Essex Financial Services Inc. | 4,557 | $253K | 0.0% | N/A | 0.000% | |
4/25/2025 | Colonial River Investments LLC | 5,997 | $333K | 0.2% | N/A | 0.000% | |
4/24/2025 | Tsfg LLC | 1,207 | $67K | 0.0% | +1,107.0% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 133,604 | $7.26M | 0.0% | +15.8% | 0.005% | |
4/24/2025 | BSW Wealth Partners | 8,113 | $450K | 0.1% | N/A | 0.000% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 24,131 | $1.34M | 0.0% | +124.0% | 0.001% | |
4/24/2025 | Transcend Capital Advisors LLC | 3,895 | $216K | 0.0% | -30.7% | 0.000% | |
4/24/2025 | Trust Co. of Vermont | 5,167 | $287K | 0.0% | +10.7% | 0.000% | |
4/24/2025 | Park Place Capital Corp | 9,863 | $547K | 0.1% | +58.0% | 0.000% | |
4/24/2025 | Perpetual Ltd | 4,518 | $251K | 0.0% | N/A | 0.000% | |
4/24/2025 | PDS Planning Inc | 7,425 | $412K | 0.0% | +10.7% | 0.000% | |
4/24/2025 | Bank of Stockton | 6,657 | $369K | 0.1% | +6.5% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 24,272 | $1.35M | 0.0% | +15.6% | 0.001% | |
4/23/2025 | Phillips Wealth Planners LLC | 9,550 | $492K | 0.5% | N/A | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 6,618 | $367K | 0.0% | +3.1% | 0.000% | |
4/23/2025 | HBK Sorce Advisory LLC | 4,799 | $266K | 0.0% | +12.5% | 0.000% | |
4/23/2025 | Pinnacle Bancorp Inc. | 599 | $33K | 0.0% | -40.5% | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 633 | $35K | 0.0% | +619.3% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 4,339 | $240K | 0.0% | +570.6% | 0.000% | |
4/23/2025 | Golden State Equity Partners | 4,443 | $246K | 0.0% | N/A | 0.000% | |
4/23/2025 | Ledyard National Bank | 8,495 | $471K | 0.0% | -36.7% | 0.000% | |
4/23/2025 | Keudell Morrison Wealth Management | 13,189 | $731K | 0.2% | +2.0% | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 8,640 | $479K | 0.0% | +3.6% | 0.000% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 155,380 | $8.62M | 0.1% | +22.5% | 0.006% | |
4/23/2025 | Continuum Advisory LLC | 825 | $46K | 0.0% | -25.5% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 33,328 | $1.85M | 0.0% | +1.0% | 0.001% | |
4/22/2025 | Avantra Family Wealth Inc. | 13,122 | $728K | 0.7% | -5.9% | 0.001% | |
4/22/2025 | Manning & Napier Advisors LLC | 272,998 | $15.14M | 0.2% | -2.8% | 0.011% | |
4/22/2025 | Altrius Capital Management Inc | 163,593 | $9.07M | 2.2% | +1.0% | 0.006% | |
4/22/2025 | Stonegate Investment Group LLC | 6,264 | $347K | 0.0% | -28.9% | 0.000% | |
4/22/2025 | Perfromance Wealth Partners LLC | 4,000 | $222K | 0.0% | N/A | 0.000% | |
4/22/2025 | Carr Financial Group Corp | 8,367 | $464K | 0.2% | -18.6% | 0.000% | |
4/21/2025 | Meriwether Wealth & Planning LLC | 14,189 | $787K | 0.5% | +16.6% | 0.001% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 9,066 | $503K | 0.5% | N/A | 0.000% | |
4/21/2025 | Blue Trust Inc. | 16,806 | $932K | 0.0% | +38.9% | 0.001% | |
4/21/2025 | GFS Advisors LLC | 10,000 | $555K | 0.1% | -21.9% | 0.000% | |
4/21/2025 | ORG Wealth Partners LLC | 1,667 | $91K | 0.0% | N/A | 0.000% | |
4/21/2025 | Trivant Custom Portfolio Group LLC | 17,680 | $981K | 0.6% | +47.5% | 0.001% | |
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4/21/2025 | Envestnet Portfolio Solutions Inc. | 86,710 | $4.81M | 0.0% | -22.7% | 0.003% | |
4/21/2025 | Johnson Investment Counsel Inc. | 12,096 | $671K | 0.0% | -12.6% | 0.000% | |
4/18/2025 | Seed Wealth Management Inc. | 4,247 | $236K | 0.2% | -9.5% | 0.000% | |
4/18/2025 | Mezzasalma Advisors LLC | 12,365 | $686K | 0.2% | -2.5% | 0.000% | |
4/18/2025 | Clarius Group LLC | 5,643 | $313K | 0.0% | +19.9% | 0.000% | |
4/18/2025 | Five Oceans Advisors | 3,948 | $219K | 0.1% | N/A | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 4,504 | $250K | 0.0% | -22.9% | 0.000% | |
4/18/2025 | Cardinal Capital Management | 69,004 | $3.83M | 0.6% | +0.3% | 0.003% | |
4/17/2025 | Berkshire Bank | 5,056 | $280K | 0.1% | +21.0% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 150,816 | $8.36M | 0.1% | +5.1% | 0.006% | |