5/1/2025 | CWM LLC | 26,662 | $6.58M | 0.0% | +0.3% | 0.209% | |
5/1/2025 | Family Firm Inc. | 40,269 | $9.94M | 2.2% | +0.3% | 0.315% | |
4/30/2025 | Christopher J. Hasenberg Inc | 28,672 | $7.11M | 2.9% | -0.8% | 0.224% | |
4/30/2025 | Cerity Partners LLC | 134,002 | $33.07M | 0.1% | +0.1% | 1.049% | |
4/30/2025 | Stratos Wealth Advisors LLC | 16,191 | $4.00M | 0.2% | +2.6% | 0.127% | |
4/30/2025 | Lincoln National Corp | 459,798 | $113.46M | 3.7% | -0.1% | 3.598% | |
4/29/2025 | Centennial Bank AR | 1,594 | $393K | 0.2% | N/A | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 43,698 | $10.78M | 0.0% | +33.6% | 0.342% | |
4/29/2025 | World Investment Advisors | 4,287 | $1.06M | 0.0% | -5.2% | 0.034% | |
4/28/2025 | Coastline Trust Co | 12,576 | $3.10M | 0.4% | -1.7% | 0.098% | |
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4/25/2025 | Arbor Investment Advisors LLC | 2,026 | $500K | 0.1% | -10.5% | 0.016% | |
4/25/2025 | Red Cedar Investment Management LLC | 15,982 | $3.94M | 0.5% | -6.2% | 0.125% | |
4/23/2025 | Koesten Hirschmann & Crabtree INC. | 451 | $111K | 0.1% | +62.8% | 0.004% | |
4/23/2025 | PBMares Wealth Management LLC | 9,883 | $2.44M | 0.5% | +3.7% | 0.082% | |
4/23/2025 | Embree Financial Group | 9,887 | $2.44M | 0.4% | -0.6% | 0.082% | |
4/23/2025 | Oppenheimer & Co. Inc. | 2,403 | $593K | 0.0% | N/A | 0.020% | |
4/22/2025 | Diversified Portfolios Inc. | 52,634 | $12.99M | 1.4% | +1.1% | 0.437% | |
4/22/2025 | Flagship Harbor Advisors LLC | 5,275 | $1.30M | 0.1% | N/A | 0.044% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 15,812 | $3.90M | 0.0% | -10.8% | 0.131% | |
4/22/2025 | Nilsine Partners LLC | 1,593 | $393K | 0.0% | +3.7% | 0.013% | |
4/21/2025 | DB Fitzpatrick & Co Inc | 14,605 | $3.60M | 3.4% | +3.3% | 0.121% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 12,128 | $2.99M | 0.5% | -5.3% | 0.095% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,298 | $320K | 0.0% | +4.8% | 0.010% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 12,486 | $3.08M | 0.0% | +2.0% | 0.098% | |
4/16/2025 | Jacksonville Wealth Management LLC | 3,036 | $749K | 0.7% | -2.1% | 0.024% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 5,590 | $1.38M | 0.0% | N/A | 0.044% | |
4/14/2025 | Investment Advisory Group LLC | 6,033 | $1.49M | 0.5% | +1.1% | 0.047% | |
4/14/2025 | Farther Finance Advisors LLC | 1,381 | $342K | 0.0% | +6.2% | 0.011% | |
4/14/2025 | Orrstown Financial Services Inc. | 8,606 | $2.12M | 0.5% | +1.2% | 0.067% | |
4/10/2025 | FSA Investment Group LLC | 6,800 | $1.68M | 1.4% | +5.8% | 0.053% | |
4/9/2025 | Inspirion Wealth Advisors LLC | 1,958 | $483K | 0.1% | N/A | 0.015% | |
4/9/2025 | NBC Securities Inc. | 11,666 | $2.88M | 0.2% | +97,116.7% | 0.091% | |
4/8/2025 | Bowman & Co S.C. | 914 | $226K | 0.1% | N/A | 0.007% | |
4/7/2025 | Tompkins Financial Corp | 179,533 | $44.30M | 4.2% | N/A | 1.442% | |
4/3/2025 | Adirondack Trust Co. | 20,505 | $5.06M | 2.0% | +12.1% | 0.165% | |
4/1/2025 | First Financial Bank Trust Division | 3,742 | $923K | 0.1% | -2.8% | 0.030% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,240 | $3.18M | 0.0% | -0.4% | 0.098% | |
2/25/2025 | Armis Advisers LLC | 5,802 | $1.51M | 0.2% | N/A | 0.046% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 4,010 | $1.04M | 0.0% | +33.2% | 0.032% | |
2/17/2025 | Gotham Asset Management LLC | 21,733 | $5.65M | 0.1% | +23.0% | 0.174% | |
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2/17/2025 | Focus Partners Wealth | 227,514 | $59.10M | 0.2% | +5.7% | 1.817% | |
2/17/2025 | Evensky & Katz LLC | 11,194 | $2.91M | 0.2% | -15.2% | 0.089% | |
2/17/2025 | Cliffwater LLC | 262,086 | $68.07M | 16.7% | +30.6% | 2.093% | |
2/17/2025 | Cetera Investment Advisers | 24,935 | $6.48M | 0.0% | -3.9% | 0.199% | |
2/17/2025 | Captrust Financial Advisors | 10,372 | $2.69M | 0.0% | +5.7% | 0.083% | |
2/17/2025 | Baker Avenue Asset Management LP | 4,043 | $1.05M | 0.0% | -2.0% | 0.032% | |
2/17/2025 | Bank of America Corp DE | 80,239 | $20.84M | 0.0% | +32.7% | 0.641% | |
2/17/2025 | Ameriprise Financial Inc. | 627,146 | $163.00M | 0.0% | +0.4% | 5.009% | |
2/14/2025 | Pennington Partners & CO. LLC | 40,516 | $10.52M | 5.2% | N/A | 0.324% | |
2/14/2025 | Jane Street Group LLC | 8,631 | $2.24M | 0.0% | N/A | 0.069% | |
2/14/2025 | Comerica Bank | 2,067 | $537K | 0.0% | N/A | 0.017% | |
2/14/2025 | AQR Capital Management LLC | 27,401 | $7.12M | 0.0% | +142.4% | 0.219% | |
2/14/2025 | Lido Advisors LLC | 12,434 | $3.23M | 0.0% | +771.9% | 0.099% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 866 | $225K | 0.0% | N/A | 0.007% | |
2/14/2025 | Topsail Wealth Management LLC | 101 | $26K | 0.0% | N/A | 0.001% | |
2/14/2025 | Stifel Financial Corp | 16,268 | $4.23M | 0.0% | +62.2% | 0.130% | |
2/14/2025 | OneDigital Investment Advisors LLC | 3,081 | $800K | 0.0% | N/A | 0.025% | |
2/14/2025 | MML Investors Services LLC | 142,746 | $37.08M | 0.1% | +5.0% | 1.140% | |
2/14/2025 | Coastline Trust Co | 12,791 | $3.32M | 0.4% | -4.4% | 0.102% | |
2/14/2025 | Commerce Bank | 40,587 | $10.54M | 0.1% | +4.1% | 0.324% | |
2/13/2025 | Mariner LLC | 26,673 | $6.93M | 0.0% | -13.2% | 0.213% | |
2/13/2025 | Keystone Financial Group | 2,615 | $679K | 0.1% | N/A | 0.021% | |
2/13/2025 | Synovus Financial Corp | 805 | $210K | 0.0% | -50.1% | 0.006% | |
2/13/2025 | Raymond James Financial Inc. | 73,156 | $19.00M | 0.0% | N/A | 0.584% | |
2/13/2025 | Cerity Partners LLC | 133,865 | $34.66M | 0.1% | -0.3% | 1.069% | |
2/13/2025 | Envestnet Asset Management Inc. | 32,704 | $8.50M | 0.0% | +7.9% | 0.261% | |
2/13/2025 | Wedbush Securities Inc. | 9,896 | $2.57M | 0.1% | +0.5% | 0.079% | |
2/13/2025 | Wells Fargo & Company MN | 16,806 | $4.37M | 0.0% | +3.2% | 0.134% | |
2/12/2025 | Pitcairn Co. | 28,185 | $7.32M | 0.4% | -7.1% | 0.225% | |
2/12/2025 | World Investment Advisors | 4,524 | $1.18M | 0.0% | +5.1% | 0.036% | |
2/12/2025 | Blair William & Co. IL | 305 | $79K | 0.0% | +18.2% | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 45,584 | $11.84M | 0.0% | -2.3% | 0.364% | |
2/12/2025 | Graney & King LLC | 152 | $39K | 0.0% | N/A | 0.001% | |
2/12/2025 | Momentous Wealth Management Inc. | 1,267 | $329K | 0.3% | N/A | 0.010% | |
2/11/2025 | LPL Financial LLC | 84,118 | $21.85M | 0.0% | -1.4% | 0.672% | |
2/11/2025 | Sykon Capital LLC | 1,110 | $288K | 0.1% | +24.7% | 0.009% | |
2/11/2025 | Whittier Trust Co. | 5,659 | $1.47M | 0.0% | +2.0% | 0.045% | |
2/10/2025 | Cozad Asset Management Inc. | 2,429 | $631K | 0.1% | -2.3% | 0.019% | |
2/10/2025 | Natixis Advisors LLC | 213,306 | $55.40M | 0.1% | +34.9% | 1.704% | |
2/10/2025 | Family Firm Inc. | 40,137 | $10.43M | 1.8% | +1.5% | 0.321% | |
2/10/2025 | Commonwealth Equity Services LLC | 17,321 | $4.50M | 0.0% | +12.6% | 0.138% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,823 | $1.51M | 0.0% | +4.4% | 0.047% | |
2/7/2025 | HighTower Advisors LLC | 94,327 | $24.50M | 0.0% | -0.5% | 0.753% | |
2/7/2025 | Wealthfront Advisers LLC | 521,800 | $135.53M | 0.1% | N/A | 4.168% | |
2/7/2025 | Retirement Capital Strategies | 97,320 | $25.28M | 9.6% | N/A | 0.777% | |
2/7/2025 | Moran Wealth Management LLC | 1,632 | $424K | 0.0% | N/A | 0.013% | |
2/7/2025 | Fairscale Capital LLC | 2,828 | $735K | 0.6% | -3.8% | 0.023% | |
2/6/2025 | Raymond James Financial Inc. | 73,156 | $19.00M | 0.0% | N/A | 0.584% | |
2/6/2025 | Assetmark Inc. | 868 | $225K | 0.0% | N/A | 0.007% | |
2/6/2025 | Smithfield Trust Co | 340 | $85K | 0.0% | -97.5% | 0.003% | |
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2/6/2025 | Lincoln National Corp | 460,247 | $119.55M | 3.8% | N/A | 3.676% | |
2/6/2025 | Silver Coast Investments LLC | 4,573 | $1.19M | 0.4% | +174.0% | 0.037% | |
2/6/2025 | SBI Securities Co. Ltd. | 176 | $46K | 0.0% | N/A | 0.001% | |
2/5/2025 | Linscomb Wealth Inc. | 30,059 | $7.81M | 0.4% | -2.7% | 0.240% | |
2/5/2025 | QRG Capital Management Inc. | 1,195 | $310K | 0.0% | N/A | 0.010% | |
2/4/2025 | Wealthstream Advisors Inc. | 33,905 | $8.81M | 1.6% | -4.6% | 0.271% | |
2/4/2025 | IFP Advisors Inc | 2,905 | $755K | 0.0% | -2.7% | 0.023% | |
2/3/2025 | Grove Street Fiduciary LLC | 1,992 | $517K | 0.3% | N/A | 0.016% | |
2/3/2025 | Centricity Wealth Management LLC | 287 | $75K | 0.1% | N/A | 0.002% | |
2/3/2025 | Hardy Reed LLC | 8,048 | $2.09M | 0.2% | -1.6% | 0.064% | |