4/30/2025 | Cerity Partners LLC | 84,448 | $3.91M | 0.0% | -4.8% | 0.020% | |
4/30/2025 | Phillips Financial Management LLC | 57,486 | $2.66M | 0.2% | -8.6% | 0.014% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 89,210 | $4.13M | 0.9% | N/A | 0.021% | |
4/30/2025 | Alps Advisors Inc. | 243,933 | $11.30M | 0.1% | -1.0% | 0.058% | |
4/30/2025 | Allworth Financial LP | 394,987 | $18.15M | 0.1% | -6.8% | 0.094% | |
4/30/2025 | Capital Insight Partners LLC | 378,170 | $17.51M | 3.1% | +4.5% | 0.090% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 159,277 | $7.38M | 1.1% | +40.4% | 0.038% | |
4/30/2025 | Leavell Investment Management Inc. | 27,417 | $1.27M | 0.1% | -5.9% | 0.007% | |
4/30/2025 | First Interstate Bank | 1,218,719 | $56.44M | 3.4% | +9.9% | 0.291% | |
4/30/2025 | Axxcess Wealth Management LLC | 30,064 | $1.39M | 0.0% | -32.9% | 0.007% | |
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4/30/2025 | Cornerstone Planning Group LLC | 3,392 | $155K | 0.0% | +49.8% | 0.001% | |
4/30/2025 | AlphaStar Capital Management LLC | 39,539 | $1.83M | 0.2% | -9.0% | 0.009% | |
4/30/2025 | Stratos Wealth Partners LTD. | 24,054 | $1.11M | 0.0% | -2.9% | 0.006% | |
4/30/2025 | Brown Advisory Inc. | 5,088 | $236K | 0.0% | N/A | 0.001% | |
4/30/2025 | Lincoln National Corp | 3,500,919 | $162.13M | 5.2% | +1.3% | 0.837% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 94,647 | $4.38M | 0.9% | -5.9% | 0.023% | |
4/29/2025 | Centennial Bank AR | 8,761 | $406K | 0.2% | -49.0% | 0.002% | |
4/29/2025 | TD Private Client Wealth LLC | 3,923,459 | $181.70M | 5.0% | +8.4% | 0.938% | |
4/29/2025 | Envestnet Asset Management Inc. | 20,860,251 | $966.04M | 0.3% | +5.0% | 4.985% | |
4/29/2025 | Hexagon Capital Partners LLC | 8,282 | $384K | 0.1% | +5.9% | 0.002% | |
4/29/2025 | Proffitt & Goodson Inc. | 370,263 | $17.15M | 2.8% | +18.6% | 0.088% | |
4/29/2025 | Concurrent Investment Advisors LLC | 50,240 | $2.33M | 0.1% | +1.0% | 0.012% | |
4/29/2025 | Bank of New York Mellon Corp | 10,050,689 | $465.45M | 0.1% | -2.4% | 2.402% | |
4/29/2025 | World Investment Advisors | 43,904 | $2.03M | 0.1% | +53.7% | 0.010% | |
4/29/2025 | Olde Wealth Management LLC | 3,946 | $182K | 0.1% | N/A | 0.001% | |
4/29/2025 | Capital Investment Advisory Services LLC | 5,410 | $251K | 0.0% | +133.7% | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 221,674 | $10.27M | 0.6% | +0.5% | 0.053% | |
4/29/2025 | Brookstone Capital Management | 103,780 | $4.81M | 0.1% | +5.0% | 0.025% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 72,001 | $3.33M | 0.7% | -2.5% | 0.017% | |
4/29/2025 | OneDigital Investment Advisors LLC | 31,017 | $1.44M | 0.0% | +3.4% | 0.007% | |
4/29/2025 | Silver Oak Securities Incorporated | 42,073 | $1.95M | 0.2% | -15.8% | 0.010% | |
4/29/2025 | Conning Inc. | 36,000 | $1.67M | 0.1% | N/A | 0.009% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 84,929 | $3.93M | 0.6% | -52.7% | 0.020% | |
4/29/2025 | Checchi Capital Advisers LLC | 79,346 | $3.68M | 0.2% | +4.3% | 0.019% | |
4/28/2025 | Mutual Advisors LLC | 142,966 | $6.59M | 0.2% | +3.0% | 0.034% | |
4/28/2025 | Clark Asset Management LLC | 258,422 | $11.97M | 2.0% | +12.5% | 0.062% | |
4/28/2025 | First Horizon Advisors Inc. | 32,182 | $1.49M | 0.0% | -11.4% | 0.008% | |
4/28/2025 | Private Trust Co. NA | 4,550 | $211K | 0.0% | +21.0% | 0.001% | |
4/28/2025 | Sensible Financial Planning & Management LLC. | 249,288 | $11.55M | 2.3% | +15.8% | 0.060% | |
4/28/2025 | Fedenia Advisers LLC | 33,917 | $1.57M | 1.0% | -1.0% | 0.008% | |
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4/28/2025 | Keybank National Association OH | 2,221,640 | $102.88M | 0.4% | -3.3% | 0.531% | |
4/28/2025 | Money Design Co. Ltd. | 282,711 | $13.09M | 0.7% | -0.4% | 0.068% | |
4/28/2025 | Rossby Financial LCC | 5,162 | $238K | 0.1% | -42.2% | 0.001% | |
4/28/2025 | Clear Creek Financial Management LLC | 73,765 | $3.42M | 0.4% | -0.4% | 0.018% | |
4/28/2025 | BLB&B Advisors LLC | 22,584 | $1.05M | 0.1% | +4.5% | 0.005% | |
4/28/2025 | RKL Wealth Management LLC | 353,531 | $16.37M | 1.5% | +2.6% | 0.084% | |
4/25/2025 | Mather Group LLC. | 105,867 | $4.90M | 0.1% | -20.0% | 0.025% | |
4/25/2025 | Intelligence Driven Advisers LLC | 508,149 | $23.53M | 4.5% | -4.5% | 0.121% | |
4/25/2025 | LifePlan Financial LLC | 45,235 | $2.10M | 1.8% | +3.3% | 0.011% | |
4/25/2025 | Ameritas Advisory Services LLC | 13,354 | $616K | 0.0% | -5.7% | 0.003% | |
4/25/2025 | Westfuller Advisors LLC | 45,964 | $2.13M | 1.4% | +18.7% | 0.011% | |
4/25/2025 | Parker Financial LLC | 121,022 | $5.61M | 2.7% | +3.9% | 0.029% | |
4/24/2025 | Golden State Wealth Management LLC | 6,544 | $303K | 0.0% | -14.6% | 0.002% | |
4/24/2025 | Elevated Capital Advisors LLC | 75,332 | $3.49M | 1.0% | -14.6% | 0.018% | |
4/24/2025 | Kingdom Financial Group LLC. | 224,907 | $10.42M | 7.6% | -3.9% | 0.054% | |
4/24/2025 | Money Concepts Capital Corp | 6,147 | $285K | 0.0% | +36.1% | 0.001% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 405,090 | $18.76M | 1.4% | -8.7% | 0.097% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 591,635 | $27.40M | 0.4% | +9.0% | 0.141% | |
4/24/2025 | Etesian Wealth Advisors Inc. | 4,515 | $209K | 0.1% | -43.4% | 0.001% | |
4/24/2025 | Elite Life Management LLC | 5,040 | $233K | 0.7% | -93.2% | 0.001% | |
4/24/2025 | Family CFO Inc | 264,601 | $12.25M | 6.7% | +1.0% | 0.063% | |
4/23/2025 | Oak Hill Wealth Advisors LLC | 96,012 | $4.45M | 1.0% | +10.9% | 0.023% | |
4/23/2025 | Western Wealth Management LLC | 7,147 | $331K | 0.0% | -3.5% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 155,577 | $7.21M | 0.1% | -21.5% | 0.037% | |
4/23/2025 | Perigon Wealth Management LLC | 227,969 | $10.56M | 0.3% | +182.0% | 0.054% | |
4/23/2025 | HBK Sorce Advisory LLC | 411,565 | $19.06M | 0.6% | -17.5% | 0.098% | |
4/23/2025 | Golden State Wealth Management LLC | 13,085 | $606K | 0.0% | +70.8% | 0.003% | |
4/23/2025 | Strategic Investment Advisors MI | 191,451 | $8.87M | 0.9% | +7.8% | 0.046% | |
4/23/2025 | Vectors Research Management LLC | 298,221 | $13.81M | 4.8% | +7.9% | 0.071% | |
4/23/2025 | Balboa Wealth Partners | 13,849 | $641K | 0.2% | +18.8% | 0.003% | |
4/23/2025 | Pacific Financial Group Inc. | 6,870 | $318K | 0.3% | +25.5% | 0.002% | |
4/23/2025 | Consolidated Portfolio Review Corp | 95,488 | $4.42M | 0.7% | +1.3% | 0.023% | |
4/23/2025 | Valmark Advisers Inc. | 1,394,052 | $64.56M | 1.0% | +3.0% | 0.334% | |
4/23/2025 | Continuum Advisory LLC | 12,599 | $583K | 0.1% | -6.1% | 0.003% | |
4/22/2025 | Diversified Portfolios Inc. | 73,117 | $3.39M | 0.4% | -45.0% | 0.017% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 1,184,156 | $54.84M | 0.2% | -2.9% | 0.283% | |
4/22/2025 | Veridan Wealth LLC | 50,039 | $2.32M | 1.0% | +0.5% | 0.012% | |
4/22/2025 | Mendota Financial Group LLC | 105,700 | $4.90M | 5.3% | -24.4% | 0.025% | |
4/22/2025 | Manning & Napier Advisors LLC | 483,774 | $22.40M | 0.3% | -0.7% | 0.116% | |
4/22/2025 | Buck Wealth Strategies LLC | 5,078 | $235K | 0.0% | N/A | 0.001% | |
4/22/2025 | Garde Capital Inc. | 632,629 | $29.30M | 1.6% | N/A | 0.151% | |
4/22/2025 | Center For Asset Management LLC | 93,531 | $4.33M | 2.6% | -24.4% | 0.022% | |
4/22/2025 | Aspire Private Capital LLC | 105,151 | $4.87M | 1.2% | -9.1% | 0.025% | |
4/22/2025 | World Equity Group Inc. | 8,657 | $401K | 0.1% | -43.8% | 0.002% | |
4/22/2025 | Petra Financial Advisors Inc. | 39,233 | $1.82M | 1.5% | +7.0% | 0.009% | |
4/22/2025 | Advisor Resource Council | 16,534 | $722K | 0.1% | N/A | 0.004% | |
4/22/2025 | Cantor Fitzgerald Investment Advisors L.P. | 866,352 | $40.12M | 2.9% | +5.8% | 0.207% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 8,901 | $412K | 0.4% | N/A | 0.002% | |
4/21/2025 | Blue Trust Inc. | 99,297 | $4.60M | 0.1% | -1.2% | 0.024% | |
4/21/2025 | Silver Oak Securities Incorporated | 84,473 | $3.91M | 0.4% | +69.0% | 0.020% | |
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4/21/2025 | United Advisor Group LLC | 7,533 | $349K | 0.1% | +61.4% | 0.002% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,857,241 | $178.63M | 0.7% | -1.0% | 0.923% | |
4/21/2025 | Premier Path Wealth Partners LLC | 131,892 | $6.11M | 1.0% | +9.7% | 0.032% | |
4/21/2025 | LifeWealth Investments LLC | 60,563 | $2.81M | 1.1% | +60.9% | 0.014% | |
4/21/2025 | Dunhill Financial LLC | 680 | $31K | 0.0% | N/A | 0.000% | |
4/21/2025 | Sofi Wealth LLC | 545,827 | $25.28M | 1.9% | +5,358.3% | 0.130% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,887 | $226K | 0.0% | -16.2% | 0.001% | |
4/21/2025 | Essex Savings Bank | 4,983 | $231K | 0.1% | N/A | 0.001% | |
4/18/2025 | Bell Bank | 462,997 | $21.44M | 1.2% | +95.7% | 0.111% | |
4/17/2025 | AA Financial Advisors LLC | 8,826 | $409K | 0.1% | +9.8% | 0.002% | |