5/2/2025 | Bailard Inc. | 39,569 | $2.08M | 0.1% | +19.9% | 0.241% | |
5/2/2025 | Wealthfront Advisers LLC | 12,287 | $647K | 0.0% | +8.4% | 0.075% | |
5/1/2025 | Satovsky Asset Management LLC | 331,745 | $17.47M | 3.9% | N/A | 2.017% | |
5/1/2025 | Fidelis Capital Partners LLC | 7,290 | $379K | 0.0% | +13.2% | 0.044% | |
4/30/2025 | Allworth Financial LP | 19,740 | $1.02M | 0.0% | -40.2% | 0.120% | |
4/30/2025 | Davidson Investment Advisors | 5,203 | $274K | 0.0% | +14.2% | 0.032% | |
4/29/2025 | Envestnet Asset Management Inc. | 195,701 | $10.30M | 0.0% | +8.5% | 1.190% | |
4/29/2025 | Astoria Strategic Wealth Inc. | 24,633 | $1.30M | 0.4% | +11.5% | 0.150% | |
4/29/2025 | Proffitt & Goodson Inc. | 29,780 | $1.57M | 0.3% | +26.1% | 0.181% | |
4/29/2025 | Sutton Place Investors LLC | 8,466 | $446K | 0.3% | -8.3% | 0.051% | |
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4/29/2025 | Bank of New York Mellon Corp | 12,001 | $632K | 0.0% | -7.1% | 0.073% | |
4/29/2025 | Calamos Wealth Management LLC | 13,644 | $718K | 0.0% | -1.5% | 0.083% | |
4/28/2025 | Equita Financial Network Inc. | 30,671 | $1.62M | 0.6% | N/A | 0.186% | |
4/28/2025 | Whitegate Investment Counselors Inc. | 109,275 | $5.75M | 2.0% | -3.1% | 0.664% | |
4/24/2025 | CNB Bank | 5,482 | $289K | 0.1% | +5.5% | 0.033% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,123 | $533K | 0.0% | -38.8% | 0.062% | |
4/21/2025 | TCI Wealth Advisors Inc. | 18,698 | $984K | 0.1% | N/A | 0.114% | |
4/17/2025 | NBT Bank N A NY | 106,240 | $5.59M | 0.4% | -1.7% | 0.646% | |
4/17/2025 | Stanich Group LLC | 6,435 | $339K | 0.3% | +13.7% | 0.039% | |
4/16/2025 | Opal Wealth Advisors LLC | 13,840 | $729K | 0.2% | -90.5% | 0.084% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 14,632 | $770K | 0.0% | -45.5% | 0.089% | |
4/16/2025 | High Probability Advisors LLC | 636,133 | $33.49M | 5.6% | +48.7% | 3.867% | |
4/14/2025 | Park Avenue Securities LLC | 8,255 | $435K | 0.0% | N/A | 0.050% | |
4/14/2025 | Miracle Mile Advisors LLC | 314,380 | $16.55M | 0.3% | +0.3% | 1.911% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 24,492 | $1.29M | 0.2% | +66.2% | 0.149% | |
4/14/2025 | Revolve Wealth Partners LLC | 24,803 | $1.31M | 0.2% | +8.4% | 0.151% | |
4/14/2025 | Wedmont Private Capital | 46,684 | $2.39M | 0.1% | +0.4% | 0.284% | |
4/11/2025 | First Affirmative Financial Network | 4,450 | $234K | 0.1% | N/A | 0.027% | |
4/10/2025 | Breakwater Capital Group | 4,702 | $248K | 0.0% | -26.6% | 0.029% | |
4/10/2025 | Long Run Wealth Advisors LLC | 10,504 | $553K | 0.1% | N/A | 0.064% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 69,502 | $3.66M | 0.2% | +34.7% | 0.423% | |
4/10/2025 | Level Financial Advisors | 35,637 | $1.88M | 0.6% | -6.4% | 0.217% | |
4/8/2025 | Conrad Siegel Investment Advisors Inc. | 19,961 | $1.05M | 0.3% | -2.9% | 0.121% | |
4/8/2025 | Myecfo LLC | 135,030 | $7.11M | 3.8% | +0.5% | 0.821% | |
4/8/2025 | James J. Burns & Company LLC | 64,812 | $3.41M | 0.6% | -18.0% | 0.394% | |
4/7/2025 | GAMMA Investing LLC | 447,630 | $23.57M | 0.0% | +5,072.5% | 2.721% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,841 | $1.43M | 0.0% | +44.6% | 0.169% | |
3/12/2025 | Wealthedge Investment Advisors LLC | 4,287 | $228K | 0.1% | N/A | 0.027% | |
2/21/2025 | WNY Asset Management LLC | 4,954 | $264K | 0.0% | -74.5% | 0.032% | |
2/20/2025 | Westfuller Advisors LLC | 13,587 | $723K | 0.5% | N/A | 0.087% | |
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2/20/2025 | Drucker Wealth 3.0 LLC | 14,329 | $763K | 0.2% | N/A | 0.110% | |
2/18/2025 | GTS Securities LLC | 5,880 | $313K | 0.0% | N/A | 0.045% | |
2/18/2025 | Note Advisors LLC | 50,437 | $2.68M | 2.4% | N/A | 0.386% | |
2/17/2025 | Focus Partners Wealth | 39,655 | $2.11M | 0.0% | +40.1% | 0.304% | |
2/17/2025 | Francis Financial Inc. | 121,705 | $6.48M | 1.5% | +14.8% | 0.933% | |
2/17/2025 | Fairview Capital Investment Management LLC | 8,450 | $450K | 0.0% | +28.0% | 0.065% | |
2/17/2025 | Citizens Business Bank | 14,675 | $781K | 0.1% | +13.9% | 0.112% | |
2/17/2025 | Cetera Investment Advisers | 119,395 | $6.35M | 0.0% | +13.0% | 0.915% | |
2/17/2025 | Citadel Advisors LLC | 8,631 | $459K | 0.0% | N/A | 0.066% | |
2/17/2025 | Bank of America Corp DE | 555,435 | $29.56M | 0.0% | +15.0% | 4.256% | |
2/17/2025 | Ameriprise Financial Inc. | 103,447 | $5.51M | 0.0% | +10.0% | 0.793% | |
2/14/2025 | Arrow Financial Corp | 90,283 | $4.81M | 0.5% | +1.9% | 0.692% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 28,621 | $1.52M | 0.0% | +116.6% | 0.219% | |
2/14/2025 | Jane Street Group LLC | 196,442 | $10.46M | 0.0% | N/A | 1.505% | |
2/14/2025 | Betterment LLC | 179,326 | $9.54M | 0.0% | +11.3% | 1.374% | |
2/14/2025 | Coldstream Capital Management Inc. | 3,794 | $202K | 0.0% | N/A | 0.029% | |
2/14/2025 | Hsbc Holdings PLC | 314,052 | $16.71M | 0.0% | +12.0% | 2.407% | |
2/14/2025 | Stifel Financial Corp | 13,562 | $722K | 0.0% | -3.6% | 0.104% | |
2/14/2025 | OneDigital Investment Advisors LLC | 4,652 | $248K | 0.0% | -52.7% | 0.036% | |
2/14/2025 | MML Investors Services LLC | 28,016 | $1.49M | 0.0% | +5.5% | 0.215% | |
2/13/2025 | Mariner LLC | 205,210 | $10.92M | 0.0% | +2.3% | 1.572% | |
2/13/2025 | Townsquare Capital LLC | 14,329 | $763K | 0.0% | N/A | 0.110% | |
2/13/2025 | Manhattan West Asset Management LLC | 11,250 | $599K | 0.2% | -18.8% | 0.086% | |
2/13/2025 | Envestnet Asset Management Inc. | 180,432 | $9.60M | 0.0% | +0.2% | 1.383% | |
2/13/2025 | Wells Fargo & Company MN | 48,649 | $2.59M | 0.0% | +10.0% | 0.373% | |
2/12/2025 | Astra Wealth Partners LLC | 7,603 | $405K | 0.4% | N/A | 0.058% | |
2/12/2025 | Conquis Financial LLC | 12,048 | $641K | 0.7% | N/A | 0.092% | |
2/12/2025 | Martin Worley Group | 4,211 | $224K | 0.1% | N/A | 0.032% | |
2/12/2025 | OLD Mission Capital LLC | 8,448 | $450K | 0.0% | -47.8% | 0.065% | |
2/12/2025 | Nemes Rush Group LLC | 3,883 | $207K | 0.0% | +24.0% | 0.030% | |
2/12/2025 | Alliancebernstein L.P. | 83,222 | $4.43M | 0.0% | +30.6% | 0.638% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 7,372 | $392K | 0.0% | +140.6% | 0.056% | |
2/12/2025 | RWA Wealth Partners LLC | 340,720 | $18.13M | 0.2% | -2.6% | 2.611% | |
2/12/2025 | Rockbridge Investment Management LCC | 14,390 | $766K | 0.1% | +16.2% | 0.110% | |
2/12/2025 | JPMorgan Chase & Co. | 117,286 | $6.24M | 0.0% | +25.3% | 0.899% | |
2/12/2025 | Graney & King LLC | 4,797 | $255K | 0.2% | N/A | 0.037% | |
2/11/2025 | TIAA Trust National Association | 820,153 | $43.65M | 0.1% | +4.6% | 6.285% | |
2/11/2025 | LPL Financial LLC | 113,639 | $6.05M | 0.0% | +6.3% | 0.871% | |
2/11/2025 | Sei Investments Co. | 13,319 | $709K | 0.0% | +30.7% | 0.102% | |
2/11/2025 | AllSquare Wealth Management LLC | 4,609 | $245K | 0.1% | -8.0% | 0.035% | |
2/10/2025 | Facet Wealth Inc. | 371,537 | $19.87M | 0.5% | +11.6% | 2.847% | |
2/10/2025 | Corient Private Wealth LLC | 22,585 | $1.20M | 0.0% | +14.0% | 0.173% | |
2/10/2025 | Commonwealth Equity Services LLC | 63,018 | $3.35M | 0.0% | +30.7% | 0.483% | |
2/10/2025 | Avantax Advisory Services Inc. | 7,145 | $380K | 0.0% | +21.2% | 0.055% | |
2/7/2025 | HighTower Advisors LLC | 409,817 | $21.81M | 0.0% | -1.8% | 3.140% | |
2/7/2025 | Tortoise Investment Management LLC | 3,412 | $182K | 0.0% | -14.1% | 0.026% | |
2/7/2025 | NBT Bank N A NY | 108,045 | $5.75M | 0.4% | +11.0% | 0.828% | |
2/7/2025 | Bell Investment Advisors Inc | 8,819 | $469K | 0.1% | +2.7% | 0.068% | |
2/6/2025 | Assetmark Inc. | 62,259 | $3.31M | 0.0% | +19.8% | 0.477% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 14,201 | $756K | 0.0% | -10.6% | 0.109% | |
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2/6/2025 | Fidelis Capital Partners LLC | 6,440 | $344K | 0.0% | +11.9% | 0.049% | |
2/6/2025 | Alesco Advisors LLC | 317,973 | $16.92M | 0.5% | +5.5% | 2.437% | |
2/6/2025 | Durante & Waters LLC | 44,069 | $2.35M | 1.9% | +7.8% | 0.338% | |
2/5/2025 | Bailard Inc. | 32,998 | $1.76M | 0.0% | -12.1% | 0.253% | |
2/5/2025 | Proffitt & Goodson Inc. | 23,616 | $1.26M | 0.2% | +11.9% | 0.181% | |
2/5/2025 | Goodwin Investment Advisory | 11,394 | $606K | 0.3% | N/A | 0.087% | |
2/5/2025 | LifeGoal Wealth Advisors | 16,081 | $856K | 0.9% | N/A | 0.123% | |
2/4/2025 | Bank of New York Mellon Corp | 12,918 | $687K | 0.0% | +7.4% | 0.099% | |
2/4/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 9,284 | $494K | 0.1% | +3.6% | 0.071% | |
2/4/2025 | Members Advisory Group LLC | 14,460 | $771K | 0.3% | N/A | 0.111% | |