7/11/2025 | Prosperity Planning Inc. | 146,455 | $4.82M | 1.4% | -3.4% | 0.209% | |
7/11/2025 | Ridgeline Wealth LLC | 10,160 | $334K | 0.3% | -43.6% | 0.015% | |
7/11/2025 | Farther Finance Advisors LLC | 23,376 | $769K | 0.0% | -26.0% | 0.033% | |
7/11/2025 | My Legacy Advisors LLC | 24,065 | $801K | 0.3% | -1.9% | 0.034% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 663,855 | $22.03M | 0.0% | -3.4% | 0.948% | |
7/9/2025 | Affinity Capital Advisors LLC | 30,906 | $1.02M | 0.2% | -1.1% | 0.044% | |
7/9/2025 | Baron Wealth Management LLC | 8,052 | $265K | 0.1% | N/A | 0.012% | |
7/9/2025 | Breakwater Capital Group | 35,877 | $1.18M | 0.2% | +15.4% | 0.051% | |
7/9/2025 | Beacon Financial Group | 42,197 | $1.39M | 0.1% | +2.8% | 0.060% | |
7/9/2025 | High Probability Advisors LLC | 364,723 | $12.00M | 1.8% | -10.2% | 0.521% | |
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7/8/2025 | Parallel Advisors LLC | 160,957 | $5.29M | 0.1% | +12.4% | 0.230% | |
7/8/2025 | Peirce Capital Management LLC | 18,124 | $596K | 0.3% | +16.2% | 0.026% | |
7/7/2025 | Accelerate Investment Advisors LLC | 8,567 | $282K | 0.2% | N/A | 0.012% | |
7/2/2025 | Dentgroup LLC | 14,065 | $463K | 0.3% | +7.4% | 0.020% | |
6/27/2025 | Goldman Sachs Group Inc. | 242,315 | $7.35M | 0.0% | +3.5% | 0.350% | |
5/20/2025 | Focus Partners Wealth | 1,091,571 | $33.09M | 0.1% | +41.7% | 1.649% | |
5/19/2025 | Jane Street Group LLC | 60,606 | $1.84M | 0.0% | -76.7% | 0.092% | |
5/19/2025 | SCS Capital Management LLC | 116,031 | $3.52M | 0.0% | +13.2% | 0.175% | |
5/16/2025 | Ascent Group LLC | 20,157 | $611K | 0.0% | N/A | 0.030% | |
5/16/2025 | Bell Investment Advisors Inc | 50,880 | $1.54M | 0.3% | -4.0% | 0.077% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 293,268 | $8.89M | 0.3% | +0.3% | 0.443% | |
5/16/2025 | Goldman Sachs Group Inc. | 242,315 | $7.35M | 0.0% | +3.5% | 0.366% | |
5/16/2025 | Plancorp LLC | 339,318 | $10.29M | 0.4% | -1.9% | 0.513% | |
5/16/2025 | NewEdge Advisors LLC | 106,593 | $3.23M | 0.0% | -8.4% | 0.161% | |
5/16/2025 | Integrated Wealth Concepts LLC | 426,291 | $12.92M | 0.2% | -2.6% | 0.644% | |
5/16/2025 | AQR Capital Management LLC | 15,600 | $473K | 0.0% | N/A | 0.024% | |
5/16/2025 | Aprio Wealth Management LLC | 17,225 | $522K | 0.1% | N/A | 0.026% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 302,952 | $9.18M | 0.1% | +7.3% | 0.458% | |
5/15/2025 | Ameriflex Group Inc. | 28,414 | $861K | 0.4% | +13.3% | 0.043% | |
5/15/2025 | Royal Bank of Canada | 150,433 | $4.56M | 0.0% | +45.1% | 0.227% | |
5/15/2025 | Clayton Partners LLC | 90,225 | $2.74M | 2.4% | +4.0% | 0.136% | |
5/14/2025 | CreativeOne Wealth LLC | 13,002 | $394K | 0.0% | +10.7% | 0.020% | |
5/14/2025 | Per Stirling Capital Management LLC. | 298,141 | $9.04M | 1.3% | N/A | 0.450% | |
5/14/2025 | Freedom Investment Management Inc. | 825,713 | $25.03M | 2.1% | -1.3% | 1.247% | |
5/14/2025 | Smartleaf Asset Management LLC | 14,927 | $456K | 0.0% | +349.9% | 0.023% | |
5/14/2025 | Lionshead Wealth Management LLC | 10,440 | $316K | 0.3% | -45.5% | 0.016% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 15,430,525 | $467.70M | 0.4% | +3.4% | 23.309% | |
5/14/2025 | Kestra Advisory Services LLC | 201,485 | $6.11M | 0.0% | +6.8% | 0.304% | |
5/13/2025 | Aptus Capital Advisors LLC | 191,241 | $5.80M | 0.1% | -4.6% | 0.289% | |
5/13/2025 | Raymond James Financial Inc. | 216,216 | $6.55M | 0.0% | +9.4% | 0.327% | |
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5/13/2025 | High Falls Advisors Inc | 27,721 | $840K | 0.2% | -6.0% | 0.042% | |
5/13/2025 | Tacita Capital Inc | 83,785 | $2.54M | 1.8% | -3.1% | 0.127% | |
5/13/2025 | Heck Capital Advisors LLC | 11,526 | $349K | 0.0% | -72.6% | 0.017% | |
5/13/2025 | HighTower Advisors LLC | 86,646 | $2.63M | 0.0% | +14.5% | 0.131% | |
5/12/2025 | SouthState Corp | 924 | $28K | 0.0% | N/A | 0.001% | |
5/12/2025 | Atlas Capital Advisors Inc. | 297,612 | $9.02M | 1.1% | -5.2% | 0.450% | |
5/12/2025 | Savvy Advisors Inc. | 520,448 | $15.78M | 1.6% | +1.4% | 0.786% | |
5/12/2025 | AlphaCore Capital LLC | 5,115 | $155K | 0.0% | N/A | 0.008% | |
5/9/2025 | Commonwealth Financial Services LLC | 29,642 | $898K | 0.2% | N/A | 0.045% | |
5/9/2025 | Farrow Financial Inc. | 283,137 | $8.58M | 5.8% | +2.5% | 0.428% | |
5/9/2025 | Kickstand Ventures LLC. | 91,142 | $2.76M | 0.7% | -11.8% | 0.138% | |
5/9/2025 | Ackerman Capital Advisors LLC | 410,978 | $12.46M | 3.3% | -0.2% | 0.621% | |
5/8/2025 | US Bancorp DE | 14,725 | $446K | 0.0% | +132.3% | 0.022% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,822 | $752K | 0.0% | N/A | 0.037% | |
5/8/2025 | Hoxton Planning & Management LLC | 16,532 | $501K | 0.2% | N/A | 0.025% | |
5/7/2025 | LPL Financial LLC | 539,954 | $16.37M | 0.0% | +14.1% | 0.816% | |
5/7/2025 | Drive Wealth Management LLC | 17,891 | $542K | 0.1% | N/A | 0.027% | |
5/6/2025 | ShoreHaven Wealth Partners LLC | 134,228 | $4.07M | 1.9% | +7.7% | 0.203% | |
5/6/2025 | Cetera Investment Advisers | 137,192 | $4.16M | 0.0% | -1.4% | 0.207% | |
5/6/2025 | One Wealth Advisors LLC | 300,634 | $9.11M | 1.4% | -2.9% | 0.454% | |
5/6/2025 | AE Wealth Management LLC | 2,197 | $67K | 0.0% | +42.5% | 0.003% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 43,733 | $1.33M | 0.0% | -65.6% | 0.066% | |
5/5/2025 | Wealth Alliance LLC | 61,625 | $1.87M | 0.2% | -55.5% | 0.093% | |
5/5/2025 | IFP Advisors Inc | 190,495 | $5.77M | 0.2% | -14.9% | 0.288% | |
5/5/2025 | Kestra Private Wealth Services LLC | 7,682 | $233K | 0.0% | N/A | 0.012% | |
5/5/2025 | Csenge Advisory Group | 25,801 | $768K | 0.0% | -24.4% | 0.039% | |
5/5/2025 | Private Advisor Group LLC | 19,055 | $578K | 0.0% | +3.6% | 0.029% | |
5/5/2025 | Nwam LLC | 14,885 | $451K | 0.0% | -30.4% | 0.022% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 40,952 | $1.24M | 0.4% | +1.0% | 0.062% | |
5/2/2025 | Mayflower Financial Advisors LLC | 46,742 | $1.42M | 0.2% | -37.7% | 0.071% | |
5/2/2025 | Wealthgarden F.S. LLC | 21,906 | $664K | 0.6% | -20.5% | 0.033% | |
5/2/2025 | MB Generational Wealth LLC | 14,338 | $435K | 0.3% | +71.2% | 0.022% | |
5/2/2025 | Shared Vision Wealth Group LLC | 26,752 | $811K | 0.4% | -8.8% | 0.041% | |
5/2/2025 | Wealthfront Advisers LLC | 7,401 | $224K | 0.0% | -83.5% | 0.011% | |
5/2/2025 | LJI Wealth Management LLC | 13,014 | $394K | 0.1% | -14.0% | 0.020% | |
5/2/2025 | Red Wave Investments LLC | 60,384 | $1.83M | 0.7% | -1.7% | 0.092% | |
5/1/2025 | CWM LLC | 13,954 | $423K | 0.0% | -3.9% | 0.021% | |
5/1/2025 | Valued Wealth Advisors LLC | 59,061 | $1.79M | 1.1% | +14.8% | 0.090% | |
5/1/2025 | Kathmere Capital Management LLC | 806,041 | $24.43M | 2.1% | +0.3% | 1.227% | |
5/1/2025 | MA Private Wealth | 30,890 | $936K | 0.2% | +143.9% | 0.047% | |
4/30/2025 | Weil Company Inc. | 7,663 | $232K | 0.1% | -92.2% | 0.012% | |
4/30/2025 | Cerity Partners LLC | 76,980 | $2.33M | 0.0% | -7.8% | 0.117% | |
4/30/2025 | Vision Capital Management Inc. | 23,173 | $702K | 0.1% | -4.9% | 0.035% | |
4/30/2025 | Index Fund Advisors Inc. | 23,150 | $702K | 0.0% | -14.5% | 0.035% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 49,134 | $1.49M | 0.3% | +76.4% | 0.075% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 85,553 | $2.59M | 0.1% | -14.4% | 0.130% | |
4/29/2025 | Capital Advisors Inc. OK | 23,975 | $727K | 0.0% | -3.5% | 0.036% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,313,899 | $130.75M | 0.0% | -17.3% | 6.566% | |
4/29/2025 | CoreFirst Bank & Trust | 182,200 | $5.52M | 3.6% | -1.0% | 0.277% | |
4/29/2025 | Sutton Place Investors LLC | 7,068 | $214K | 0.1% | N/A | 0.011% | |
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4/29/2025 | Concurrent Investment Advisors LLC | 304,720 | $9.24M | 0.2% | +223.7% | 0.464% | |
4/29/2025 | World Investment Advisors | 32,604 | $988K | 0.0% | +302.3% | 0.050% | |
4/29/2025 | Jackson Thornton Wealth Management LLC | 20,632 | $614K | 0.1% | +4.0% | 0.031% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,296 | $39K | 0.0% | +126.6% | 0.002% | |
4/29/2025 | Strategic Blueprint LLC | 62,227 | $1.89M | 0.1% | +1.7% | 0.095% | |
4/29/2025 | OneDigital Investment Advisors LLC | 448,994 | $13.61M | 0.2% | +2.5% | 0.683% | |
4/28/2025 | Lansing Street Advisors | 7,312 | $222K | 0.1% | N/A | 0.011% | |
4/25/2025 | JNBA Financial Advisors | 271,981 | $8.24M | 0.9% | -19.1% | 0.414% | |
4/25/2025 | Mather Group LLC. | 2,950 | $89K | 0.0% | +145.4% | 0.004% | |
4/25/2025 | Saxon Interests Inc. | 93,246 | $2.83M | 1.3% | N/A | 0.142% | |