8/7/2025 | CENTRAL TRUST Co | 547 | $25K | 0.0% | N/A | 0.001% | |
8/7/2025 | Vise Technologies Inc. | 205,484 | $9.39M | 0.4% | N/A | 0.300% | |
8/7/2025 | Allworth Financial LP | 865 | $40K | 0.0% | +121.8% | 0.001% | |
8/7/2025 | Rollins Financial Advisors LLC | 6,589 | $301K | 0.0% | N/A | 0.010% | |
8/6/2025 | AE Wealth Management LLC | 2,223 | $102K | 0.0% | +14.2% | 0.003% | |
8/6/2025 | RPS Advisory Solutions LLC | 27,141 | $1.24M | 0.7% | N/A | 0.040% | |
8/6/2025 | SouthState Corp | 16,318 | $746K | 0.0% | -10.9% | 0.024% | |
8/4/2025 | Atria Investments Inc | 102,057 | $4.66M | 0.1% | +1.2% | 0.149% | |
8/4/2025 | Assetmark Inc. | 967 | $44K | 0.0% | -41.1% | 0.001% | |
8/1/2025 | Bessemer Group Inc. | 2,383 | $109K | 0.0% | N/A | 0.003% | |
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8/1/2025 | MorganRosel Wealth Management LLC | 55,365 | $2.53M | 0.7% | +0.7% | 0.081% | |
8/1/2025 | Envestnet Asset Management Inc. | 18,821,987 | $859.98M | 0.3% | +4.9% | 27.437% | |
7/31/2025 | Cabot Wealth Management Inc. | 281,656 | $12.87M | 1.5% | -1.1% | 0.411% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 31,278 | $1.43M | 0.6% | +16.4% | 0.046% | |
7/30/2025 | Strategic Blueprint LLC | 13,165 | $602K | 0.0% | -5.8% | 0.019% | |
7/30/2025 | Alexis Investment Partners LLC | 104,898 | $4.76M | 2.0% | N/A | 0.153% | |
7/30/2025 | Family Capital Trust Co | 258,862 | $11.83M | 4.1% | -0.7% | 0.377% | |
7/29/2025 | Unison Advisors LLC | 88,674 | $4.05M | 0.5% | +5.4% | 0.129% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 45,349 | $2.07M | 0.0% | N/A | 0.066% | |
7/29/2025 | Stratos Wealth Advisors LLC | 55,297 | $2.53M | 0.1% | +96.8% | 0.081% | |
7/29/2025 | Straight Path Wealth Management | 257,226 | $11.75M | 4.0% | +4.0% | 0.375% | |
7/28/2025 | Ritholtz Wealth Management | 1,469,111 | $67.12M | 1.5% | +22.5% | 2.142% | |
7/28/2025 | Harbour Investments Inc. | 19,057 | $871K | 0.0% | +132.2% | 0.028% | |
7/28/2025 | CGC Financial Services LLC | 216,744 | $9.90M | 3.3% | -2.1% | 0.316% | |
7/28/2025 | Kiker Wealth Management LLC | 15,454 | $706K | 0.4% | -2.4% | 0.023% | |
7/25/2025 | Atria Wealth Solutions Inc. | 4,875 | $223K | 0.0% | N/A | 0.007% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 23,983 | $1.10M | 0.0% | +208.1% | 0.035% | |
7/25/2025 | Sequoia Financial Advisors LLC | 239,115 | $10.93M | 0.1% | -32.0% | 0.349% | |
7/25/2025 | Lion Street Advisors LLC | 5,210 | $238K | 0.1% | N/A | 0.008% | |
7/25/2025 | RHS Financial LLC | 63,359 | $2.90M | 1.6% | -2.5% | 0.092% | |
7/23/2025 | Columbus Macro LLC | 67,301 | $3.08M | 0.4% | -1.3% | 0.098% | |
7/23/2025 | Armbruster Capital Management Inc. | 450,342 | $20.58M | 3.7% | +3.4% | 0.656% | |
7/23/2025 | Venturi Wealth Management LLC | 146,174 | $6.68M | 0.3% | -5.8% | 0.213% | |
7/22/2025 | Belpointe Asset Management LLC | 17,900 | $818K | 0.0% | N/A | 0.026% | |
7/22/2025 | Simplicity Wealth LLC | 19,223 | $878K | 0.0% | N/A | 0.028% | |
7/22/2025 | Noble Family Wealth LLC | 5,133 | $235K | 0.1% | N/A | 0.007% | |
7/21/2025 | QRG Capital Management Inc. | 10,382 | $474K | 0.0% | N/A | 0.015% | |
7/21/2025 | Segment Wealth Management LLC | 213,444 | $9.75M | 0.6% | -0.3% | 0.311% | |
7/21/2025 | 1900 Wealth Management LLC | 83,713 | $3.83M | 0.3% | -0.6% | 0.122% | |
7/18/2025 | Benchmark Wealth Management LLC | 14,514 | $663K | 0.3% | +48.1% | 0.021% | |
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7/17/2025 | Janney Montgomery Scott LLC | 372,969 | $17.04M | 0.0% | +4.5% | 0.547% | |
7/17/2025 | Venture Visionary Partners LLC | 12,168 | $556K | 0.0% | N/A | 0.018% | |
7/17/2025 | Fifth Third Securities Inc. | 50,581 | $2.31M | 0.2% | +2.7% | 0.074% | |
7/17/2025 | Lazari Capital Management Inc. | 5,232 | $239K | 0.1% | -9.5% | 0.008% | |
7/17/2025 | Symmetry Partners LLC | 389,319 | $17.79M | 2.2% | +13.6% | 0.571% | |
7/16/2025 | Meredith Wealth Planning | 237,925 | $10.87M | 3.9% | +4.0% | 0.349% | |
7/16/2025 | Kathmere Capital Management LLC | 407,253 | $18.61M | 1.4% | +1.0% | 0.597% | |
7/15/2025 | Great Oak Capital Partners LLC | 14,556 | $653K | 0.2% | -31.9% | 0.021% | |
7/15/2025 | Financial Partners Group Inc | 93,644 | $4.28M | 0.6% | +228.2% | 0.137% | |
7/14/2025 | Occidental Asset Management LLC | 91,744 | $4.19M | 0.6% | -1.3% | 0.135% | |
7/14/2025 | Financial Enhancement Group LLC | 54,797 | $2.46M | 0.4% | -1.1% | 0.080% | |
7/14/2025 | Acropolis Investment Management LLC | 601,479 | $27.48M | 1.5% | +1.0% | 0.882% | |
7/14/2025 | Sweeney & Michel LLC | 4,986 | $224K | 0.1% | N/A | 0.007% | |
7/14/2025 | Southland Equity Partners LLC | 37,860 | $1.73M | 0.4% | -1.4% | 0.056% | |
7/14/2025 | Park Avenue Securities LLC | 28,863 | $1.32M | 0.0% | N/A | 0.042% | |
7/11/2025 | Farther Finance Advisors LLC | 1,123 | $51K | 0.0% | +959.4% | 0.002% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 284,903 | $13.02M | 2.1% | +0.4% | 0.423% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 64,062 | $2.90M | 0.1% | +4.0% | 0.095% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 18,286,649 | $828.75M | 1.4% | +3.7% | 27.132% | |
7/10/2025 | Professional Financial Advisors LLC | 27,709 | $1.27M | 0.3% | +1.9% | 0.041% | |
7/10/2025 | Focus Financial Network Inc. | 124,985 | $5.71M | 0.2% | +1.8% | 0.185% | |
7/9/2025 | Shore Point Advisors LLC | 355,848 | $16.26M | 7.8% | +1.1% | 0.528% | |
7/8/2025 | Atwood & Palmer Inc. | 240,274 | $10.98M | 0.7% | -1.5% | 0.356% | |
7/8/2025 | Apella Capital LLC | 295,661 | $13.33M | 0.4% | -14.2% | 0.439% | |
5/16/2025 | Jones Financial Companies Lllp | 17,903 | $715K | 0.0% | N/A | 0.029% | |
5/16/2025 | AQR Capital Management LLC | 5,598 | $224K | 0.0% | N/A | 0.009% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 52,577 | $2.10M | 0.0% | +25.5% | 0.085% | |
5/15/2025 | Royal Bank of Canada | 48,409 | $1.93M | 0.0% | +25.1% | 0.078% | |
5/14/2025 | Arizona PSPRS Trust | 65,744 | $2.63M | 0.1% | +977.8% | 0.106% | |
5/14/2025 | Comerica Bank | 12,191 | $487K | 0.0% | +2.5% | 0.020% | |
5/14/2025 | Smartleaf Asset Management LLC | 909 | $36K | 0.0% | N/A | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 604,935 | $24.16M | 0.0% | -1.3% | 0.973% | |
5/14/2025 | Flow Traders U.S. LLC | 164,802 | $6.58M | 0.3% | +1,133.3% | 0.265% | |
5/13/2025 | Tacita Capital Inc | 105,665 | $4.22M | 3.0% | -0.9% | 0.170% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 5,765 | $230K | 0.0% | N/A | 0.009% | |
5/13/2025 | Callan Family Office LLC | 24,425 | $976K | 0.1% | N/A | 0.039% | |
5/13/2025 | HighTower Advisors LLC | 9,111 | $364K | 0.0% | -7.3% | 0.015% | |
5/12/2025 | SouthState Corp | 18,323 | $732K | 0.0% | N/A | 0.029% | |
5/12/2025 | Atlas Capital Advisors Inc. | 268,712 | $10.73M | 1.3% | -6.3% | 0.432% | |
5/12/2025 | National Bank of Canada FI | 32,368 | $1.29M | 0.0% | -52.0% | 0.052% | |
5/8/2025 | Shufro Rose & Co. LLC | 76,889 | $3.07M | 0.2% | +0.4% | 0.124% | |
5/8/2025 | Harbour Investments Inc. | 8,206 | $328K | 0.0% | +5.2% | 0.013% | |
5/8/2025 | Meredith Wealth Planning | 228,883 | $9.14M | 4.0% | -0.9% | 0.368% | |
5/7/2025 | Vantage Financial Partners LLC | 51,576 | $2.06M | 0.5% | +75.2% | 0.083% | |
5/7/2025 | LPL Financial LLC | 176,194 | $7.04M | 0.0% | +4.9% | 0.283% | |
5/7/2025 | Valued Retirements Inc. | 30,803 | $1.23M | 1.6% | +31.7% | 0.050% | |
5/6/2025 | Assetmark Inc. | 1,641 | $66K | 0.0% | +66.3% | 0.003% | |
5/6/2025 | Cetera Investment Advisers | 60,698 | $2.42M | 0.0% | -1.4% | 0.098% | |
5/6/2025 | Unison Advisors LLC | 84,152 | $3.36M | 0.4% | +2.6% | 0.135% | |
5/6/2025 | Opes Wealth Management LLC | 125,381 | $5.01M | 1.0% | +2.8% | 0.202% | |
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5/6/2025 | Venturi Wealth Management LLC | 155,254 | $6.20M | 0.3% | N/A | 0.250% | |
5/6/2025 | Financial Partners Group Inc | 28,532 | $1.14M | 0.2% | +56.9% | 0.046% | |
5/5/2025 | IFP Advisors Inc | 15,940 | $637K | 0.0% | +529.0% | 0.026% | |
5/5/2025 | FAS Wealth Partners Inc. | 83,774 | $3.35M | 0.3% | -0.7% | 0.135% | |
5/5/2025 | Private Advisor Group LLC | 17,818 | $712K | 0.0% | N/A | 0.029% | |
5/2/2025 | Archvest Wealth Advisors Inc. | 162,632 | $6.50M | 5.4% | +8.9% | 0.261% | |
5/1/2025 | Kathmere Capital Management LLC | 403,329 | $16.11M | 1.4% | +1.4% | 0.648% | |
5/1/2025 | Fifth Third Securities Inc. | 49,247 | $1.97M | 0.2% | +474.5% | 0.079% | |
4/30/2025 | Stratos Wealth Advisors LLC | 28,103 | $1.12M | 0.1% | +99.8% | 0.046% | |
4/29/2025 | Capital Advisors Inc. OK | 19,173 | $766K | 0.0% | -3.3% | 0.031% | |