7/14/2025 | Conrad Siegel Investment Advisors Inc. | 24,438 | $1.27M | 0.3% | +22.4% | 0.144% | |
7/14/2025 | GAMMA Investing LLC | 8,286 | $432K | 0.0% | -2.5% | 0.049% | |
7/14/2025 | Flagstar Advisors Inc. | 16,085 | $839K | 0.2% | +2.7% | 0.095% | |
7/11/2025 | Myecfo LLC | 130,634 | $6.81M | 3.3% | -3.3% | 0.768% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 13,617 | $709K | 0.0% | -6.9% | 0.080% | |
7/9/2025 | Alesco Advisors LLC | 292,550 | $15.25M | 0.4% | -10.5% | 1.721% | |
7/9/2025 | High Probability Advisors LLC | 668,495 | $34.86M | 5.2% | +5.1% | 3.932% | |
7/8/2025 | 21 West Wealth Management LLC | 4,761 | $248K | 0.3% | N/A | 0.028% | |
7/2/2025 | Boston Standard Wealth Management LLC | 6,895 | $360K | 0.1% | +8.3% | 0.040% | |
7/2/2025 | Dentgroup LLC | 5,634 | $294K | 0.2% | N/A | 0.033% | |
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5/21/2025 | MBL Wealth LLC | 5,000 | $263K | 0.0% | -19.4% | 0.030% | |
5/20/2025 | Focus Partners Wealth | 46,218 | $2.43M | 0.0% | +16.6% | 0.280% | |
5/19/2025 | Jane Street Group LLC | 87,495 | $4.61M | 0.0% | -55.5% | 0.530% | |
5/16/2025 | Jones Financial Companies Lllp | 133,980 | $7.05M | 0.0% | N/A | 0.812% | |
5/15/2025 | Royal Bank of Canada | 9,715 | $512K | 0.0% | +40.0% | 0.059% | |
5/15/2025 | Betterment LLC | 169,291 | $8.91M | 0.0% | -5.6% | 1.026% | |
5/15/2025 | Tortoise Investment Management LLC | 3,712 | $195K | 0.0% | +8.8% | 0.022% | |
5/14/2025 | Note Advisors LLC | 51,904 | $2.73M | 2.3% | +2.9% | 0.315% | |
5/14/2025 | Sax Wealth Advisors LLC | 9,896 | $521K | 0.0% | N/A | 0.060% | |
5/14/2025 | Compound Planning Inc. | 13,434 | $707K | 0.0% | -15.6% | 0.081% | |
5/14/2025 | Hsbc Holdings PLC | 283,367 | $14.92M | 0.0% | -9.8% | 1.717% | |
5/14/2025 | RWA Wealth Partners LLC | 350,162 | $18.44M | 0.2% | +2.8% | 2.122% | |
5/13/2025 | Elequin Capital LP | 18,016 | $949K | 0.1% | N/A | 0.109% | |
5/13/2025 | Keystone Global Partners LLC | 4,336 | $228K | 0.2% | N/A | 0.026% | |
5/13/2025 | Cascade Financial Partners LLC | 58,225 | $3.07M | 0.4% | -1.7% | 0.353% | |
5/13/2025 | Trivium Point Advisory LLC | 6,816 | $359K | 0.0% | -37.5% | 0.041% | |
5/13/2025 | Francis Financial Inc. | 181,125 | $9.54M | 2.3% | +48.8% | 1.098% | |
5/13/2025 | Klingman & Associates LLC | 227,887 | $12.00M | 0.7% | +3.4% | 1.381% | |
5/13/2025 | HighTower Advisors LLC | 428,629 | $22.57M | 0.0% | +4.6% | 2.598% | |
5/12/2025 | Manhattan West Asset Management LLC | 9,196 | $484K | 0.1% | -18.3% | 0.056% | |
5/12/2025 | Townsquare Capital LLC | 18,720 | $986K | 0.0% | +30.6% | 0.113% | |
5/12/2025 | AlphaCore Capital LLC | 9,618 | $506K | 0.0% | N/A | 0.058% | |
5/12/2025 | Alesco Advisors LLC | 327,009 | $17.22M | 0.5% | +2.8% | 1.982% | |
5/9/2025 | Deutsche Bank AG | 3,715 | $196K | 0.0% | -16.9% | 0.023% | |
5/9/2025 | Altfest L J & Co. Inc. | 95,621 | $5.03M | 0.6% | +14.4% | 0.580% | |
5/9/2025 | Conquis Financial LLC | 9,057 | $477K | 0.5% | -24.8% | 0.055% | |
5/9/2025 | Wealthspire Advisors LLC | 46,219 | $2.43M | 0.0% | +78.4% | 0.280% | |
5/8/2025 | TIAA Trust National Association | 988,759 | $52.06M | 0.2% | +20.6% | 5.992% | |
5/7/2025 | Facet Wealth Inc. | 371,010 | $19.33M | 0.5% | -0.1% | 2.249% | |
5/7/2025 | LPL Financial LLC | 118,892 | $6.26M | 0.0% | +4.6% | 0.721% | |
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5/6/2025 | Assetmark Inc. | 70,566 | $3.72M | 0.0% | +13.3% | 0.428% | |
5/6/2025 | Cetera Investment Advisers | 127,728 | $6.73M | 0.0% | +7.0% | 0.774% | |
5/6/2025 | Avantax Advisory Services Inc. | 7,866 | $414K | 0.0% | +10.1% | 0.048% | |
5/6/2025 | Brookwood Investment Group LLC | 4,141 | $218K | 0.0% | N/A | 0.025% | |
5/6/2025 | Carnegie Investment Counsel | 49,287 | $2.60M | 0.1% | N/A | 0.299% | |
5/6/2025 | W.G. Shaheen & Associates DBA Whitney & Co | 11,319 | $596K | 0.1% | +21.9% | 0.069% | |
5/5/2025 | Arrow Financial Corp | 88,704 | $4.67M | 0.5% | -1.7% | 0.539% | |
5/5/2025 | Crestwood Advisors Group LLC | 7,333 | $386K | 0.0% | -2.7% | 0.045% | |
5/5/2025 | WNY Asset Management LLC | 18,529 | $976K | 0.1% | +274.0% | 0.113% | |
5/5/2025 | IFP Advisors Inc | 1,686 | $89K | 0.0% | -43.0% | 0.010% | |
5/5/2025 | Members Advisory Group LLC | 18,344 | $966K | 0.4% | +26.9% | 0.112% | |
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% | |
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% | |
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2/20/2025 | Westfuller Advisors LLC | 13,587 | $723K | 0.5% | N/A | 0.087% | |
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% | |