4/25/2024 | North Ridge Wealth Advisors Inc. | 14,925 | $629K | 0.5% | +4.5% | 0.018% | |
4/24/2024 | SOL Capital Management CO | 45,493 | $1.92M | 0.2% | -7.7% | 0.053% | |
4/23/2024 | Fifth Third Bancorp | 874 | $37K | 0.0% | -61.7% | 0.001% | |
4/22/2024 | Rockwood Wealth Management LLC | 358,599 | $15.11M | 2.0% | +12.8% | 0.422% | |
4/22/2024 | Strategic Financial Planning Inc. | 100,294 | $4.23M | 3.2% | +3.6% | 0.118% | |
4/19/2024 | AWM Capital LLC | 126,666 | $5.34M | 0.9% | -0.5% | 0.149% | |
|
4/18/2024 | Total Wealth Planning LLC | 139,213 | $5.87M | 1.0% | +0.2% | 0.164% | |
4/18/2024 | Hexagon Capital Partners LLC | 2,662 | $112K | 0.0% | -28.2% | 0.003% | |
4/18/2024 | Compass Ion Advisors LLC | 8,403 | $354K | 0.1% | -12.3% | 0.010% | |
4/17/2024 | Gradient Capital Advisors LLC | 61,204 | $2.58M | 0.9% | -5.1% | 0.072% | |
4/16/2024 | Cambridge Advisors Inc. | 30,925 | $1.30M | 0.3% | +4.6% | 0.036% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 45,003 | $1.90M | 0.0% | -15.8% | 0.053% | |
4/15/2024 | Aspiriant LLC | 40,391 | $1.70M | 0.1% | -5.8% | 0.047% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 42,487 | $1.79M | 1.0% | +18.0% | 0.050% | |
4/15/2024 | Elevated Capital Advisors LLC | 17,140 | $722K | 0.2% | -1.5% | 0.020% | |
4/15/2024 | Lpwm LLC | 69,555 | $2.85M | 1.0% | +2.6% | 0.082% | |
4/12/2024 | First PREMIER Bank | 866 | $36K | 0.0% | -26.0% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 1,228,825 | $51.78M | 1.0% | +1.6% | 1.444% | |
4/11/2024 | Maryland Capital Advisors Inc. | 62,136 | $2.62M | 1.6% | +4.9% | 0.073% | |
4/11/2024 | Moller Wealth Partners | 355,142 | $14.97M | 4.1% | +1.9% | 0.417% | |
4/10/2024 | Apella Capital LLC | 17,048 | $716K | 0.0% | -14.8% | 0.020% | |
4/9/2024 | Montecito Bank & Trust | 9,391 | $396K | 0.1% | -6.3% | 0.011% | |
4/5/2024 | Lam Group Inc. | 50,140 | $2.11M | 1.7% | +23.8% | 0.059% | |
4/3/2024 | Versant Capital Management Inc | 1,431 | $60K | 0.0% | N/A | 0.002% | |
4/2/2024 | Marotta Asset Management | 93,949 | $3.96M | 0.8% | -2.4% | 0.110% | |
3/26/2024 | Fairman Group LLC | 990 | $42K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,812 | $631K | 0.0% | +1.9% | 0.017% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 74,455 | $3.17M | 1.8% | +6.8% | 0.087% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,089 | $217K | 0.0% | N/A | 0.006% | |
3/4/2024 | Richardson Financial Services Inc. | 5,683 | $242K | 0.2% | N/A | 0.007% | |
3/1/2024 | ARK & TLK Investments LLC | 16,161 | $688K | 0.2% | N/A | 0.019% | |
3/1/2024 | Goldman Sachs Group Inc. | 6,292,828 | $268.01M | 0.0% | +80.4% | 7.367% | |
2/28/2024 | Bbjs Financial Advisors LLC | 236,489 | $10.07M | 3.5% | +8.2% | 0.277% | |
2/28/2024 | EP Wealth Advisors LLC | 2,677 | $114K | 0.0% | N/A | 0.003% | |
2/26/2024 | Integrated Advisors Network LLC | 11,341 | $483K | 0.0% | -7.1% | 0.013% | |
2/16/2024 | Security National Bank of SO Dak | 7,454 | $317K | 0.2% | N/A | 0.009% | |
2/15/2024 | Forefront Analytics LLC | 55,831 | $2.38M | 1.2% | -37.1% | 0.065% | |
2/14/2024 | Washington Trust Bank | 16,223 | $691K | 0.1% | +2.9% | 0.019% | |
2/14/2024 | Regal Investment Advisors LLC | 19,296 | $822K | 0.1% | +1.4% | 0.023% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,613,625 | $68.72M | 0.0% | -34.2% | 1.889% | |
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2/13/2024 | Exencial Wealth Advisors LLC | 90,574 | $3.86M | 0.2% | -0.7% | 0.106% | |
2/13/2024 | Fairview Capital Investment Management LLC | 153,272 | $6.53M | 0.4% | -7.6% | 0.179% | |
2/13/2024 | Goldman Sachs Group Inc. | 6,292,829 | $268.01M | 0.0% | +80.4% | 7.367% | |
2/13/2024 | The Manufacturers Life Insurance Company | 674,672 | $28.73M | 0.0% | +7.7% | 0.790% | |
2/12/2024 | Partners Capital Investment Group LLP | 28,569 | $1.22M | 0.0% | -2.6% | 0.033% | |
2/12/2024 | American Investment Services Inc. | 5,129 | $218K | 0.0% | -17.9% | 0.006% | |
2/12/2024 | Strategic Financial Planning Inc. | 96,774 | $4.12M | 3.2% | +4.9% | 0.113% | |
2/12/2024 | Innealta Capital LLC | 5,059 | $215K | 0.1% | N/A | 0.006% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,961 | $211K | 0.0% | N/A | 0.006% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 27,786 | $1.18M | 0.0% | +22,863.6% | 0.033% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 4,698 | $200K | 0.1% | N/A | 0.005% | |
2/12/2024 | Parallel Advisors LLC | 9,793 | $417K | 0.0% | -6.2% | 0.011% | |
2/12/2024 | Unconventional Investor LLC | 17,373 | $740K | 0.6% | -7.8% | 0.020% | |
2/9/2024 | Johnson Financial Group Inc. | 3,170 | $135K | 0.0% | +39.8% | 0.004% | |
2/9/2024 | Commerce Bank | 8,271 | $352K | 0.0% | -46.8% | 0.010% | |
2/9/2024 | US Bancorp DE | 237,053 | $10.10M | 0.0% | -16.6% | 0.278% | |
2/9/2024 | AWM Capital LLC | 127,300 | $5.42M | 1.0% | +124.1% | 0.149% | |
2/9/2024 | Assetmark Inc. | 531,719 | $22.65M | 0.1% | -1.8% | 0.622% | |
2/9/2024 | Corient Private Wealth LLC | 622,430 | $26.51M | 0.0% | +16.7% | 0.729% | |
2/9/2024 | PNC Financial Services Group Inc. | 14,812 | $631K | 0.0% | +1.9% | 0.017% | |
2/8/2024 | Kingsview Wealth Management LLC | 30,868 | $1.32M | 0.0% | N/A | 0.036% | |
2/8/2024 | Beacon Pointe Advisors LLC | 49,442 | $2.11M | 0.0% | -10.9% | 0.058% | |
2/8/2024 | Efficient Advisors LLC | 9,715 | $414K | 0.0% | +3.8% | 0.011% | |
2/8/2024 | Eagle Bay Advisors LLC | 26,626 | $1.13M | 0.7% | -54.8% | 0.031% | |
2/8/2024 | MB Generational Wealth LLC | 6,440 | $274K | 0.3% | N/A | 0.008% | |
2/8/2024 | Quotient Wealth Partners LLC | 128,492 | $5.47M | 0.2% | N/A | 0.150% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 972,776 | $41.43M | 0.2% | +1,035.4% | 1.139% | |
2/7/2024 | Endowment Wealth Management Inc. | 27,235 | $1.16M | 1.0% | +1.0% | 0.032% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 13,689 | $583K | 0.0% | -4.8% | 0.016% | |
2/7/2024 | Mount Lucas Management LP | 30,488 | $1.30M | 0.4% | N/A | 0.036% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 29,395 | $1.25M | 0.1% | -5.0% | 0.034% | |
2/6/2024 | Pacific Capital Wealth Advisors Inc. | 1,515 | $65K | 0.0% | -92.2% | 0.002% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 9,944 | $424K | 0.1% | -21.5% | 0.012% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 6,798,219 | $289.54M | 0.4% | +4.9% | 7.959% | |
2/6/2024 | Petix & Botte Co | 5,478 | $233K | 0.1% | -8.2% | 0.006% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 380,682 | $16.21M | 0.5% | +18.1% | 0.446% | |
2/6/2024 | Apollon Wealth Management LLC | 23,580 | $1.00M | 0.0% | N/A | 0.028% | |
2/6/2024 | Lincoln National Corp | 594,944 | $25.34M | 0.4% | +3.3% | 0.696% | |
2/6/2024 | Private Advisor Group LLC | 9,930 | $423K | 0.0% | -126.2% | 0.012% | |
2/6/2024 | National Bank of Canada FI | 4,991 | $209K | 0.0% | -10.7% | 0.006% | |
2/6/2024 | Millburn Ridgefield Corp | 11,698 | $498K | 0.0% | +127.6% | 0.014% | |
2/6/2024 | M&T Bank Corp | 575,065 | $24.49M | 0.1% | -9.5% | 0.673% | |
2/6/2024 | Merit Financial Group LLC | 20,386 | $868K | 0.0% | -47.0% | 0.024% | |
2/6/2024 | Prosperity Planning Inc. | 34,696 | $1.48M | 0.6% | +1.7% | 0.041% | |
2/5/2024 | Hexagon Capital Partners LLC | 3,708 | $158K | 0.0% | -41.8% | 0.004% | |
2/5/2024 | Savant Capital LLC | 34,387 | $1.47M | 0.0% | -24.0% | 0.040% | |
2/5/2024 | Brighton Jones LLC | 14,539 | $619K | 0.0% | -48.9% | 0.017% | |
2/5/2024 | Mission Wealth Management LP | 74,994 | $3.19M | 0.1% | +16.3% | 0.088% | |
2/5/2024 | Kestra Private Wealth Services LLC | 13,692 | $583K | 0.0% | N/A | 0.016% | |
2/5/2024 | Total Wealth Planning LLC | 138,943 | $5.92M | 1.1% | +4.1% | 0.163% | |
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2/2/2024 | Valmark Advisers Inc. | 164,364 | $7M | 0.1% | -3.9% | 0.192% | |
2/2/2024 | Alesco Advisors LLC | 14,035 | $598K | 0.0% | +50.8% | 0.016% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 433,476 | $18.46M | 0.1% | +1.1% | 0.507% | |
2/2/2024 | Bailard Inc. | 18,331 | $781K | 0.0% | -5.2% | 0.021% | |
2/2/2024 | JMG Financial Group Ltd. | 247,049 | $10.52M | 0.4% | +28.4% | 0.289% | |
2/1/2024 | Greenwich Wealth Management LLC | 7,091 | $302K | 0.0% | -3.4% | 0.008% | |
1/31/2024 | J.W. Cole Advisors Inc. | 43,251 | $1.84M | 0.1% | -15.5% | 0.051% | |
1/31/2024 | Cutler Investment Counsel LLC | 53,412 | $2.28M | 0.3% | +1.3% | 0.063% | |
1/31/2024 | Knights of Columbus Asset Advisors LLC | 2,000 | $85K | 0.0% | +15.3% | 0.002% | |
1/31/2024 | Slow Capital Inc. | 29,986 | $1.28M | 0.2% | +15.3% | 0.035% | |