5/2/2025 | Wealthfront Advisers LLC | 29,559 | $643K | 0.0% | -6.9% | 0.051% | |
5/1/2025 | Westmount Partners LLC | 20,107 | $437K | 0.1% | N/A | 0.035% | |
5/1/2025 | Kathmere Capital Management LLC | 117,499 | $2.55M | 0.2% | -3.3% | 0.203% | |
4/30/2025 | Crossmark Global Holdings Inc. | 88,586 | $1.93M | 0.0% | N/A | 0.153% | |
4/29/2025 | Fairway Wealth LLC | 2,096 | $46K | 0.0% | N/A | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 115,333 | $2.51M | 0.0% | -13.8% | 0.199% | |
4/29/2025 | Bank of New York Mellon Corp | 862,457 | $18.75M | 0.0% | -29.3% | 1.488% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 17,078 | $371K | 0.1% | -4.7% | 0.029% | |
4/28/2025 | Private Trust Co. NA | 1,750 | $38K | 0.0% | +629.2% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 30,390 | $661K | 0.0% | +3.5% | 0.052% | |
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4/28/2025 | Cidel Asset Management Inc. | 518,521 | $11.27M | 0.7% | +9.0% | 0.895% | |
4/25/2025 | Trademark Financial Management LLC | 34,727 | $755K | 0.6% | +207.3% | 0.060% | |
4/24/2025 | Golden State Wealth Management LLC | 5,108 | $111K | 0.0% | +510,700.0% | 0.009% | |
4/23/2025 | Golden State Wealth Management LLC | 10,216 | $222K | 0.0% | +1,021,500.0% | 0.018% | |
4/23/2025 | Bessemer Group Inc. | 4,160 | $90K | 0.0% | -16.7% | 0.007% | |
4/22/2025 | JFS Wealth Advisors LLC | 14,212 | $309K | 0.0% | +4.4% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 16,288 | $354K | 0.0% | +7.6% | 0.028% | |
4/17/2025 | Brighton Jones LLC | 10,158 | $221K | 0.0% | -14.6% | 0.018% | |
4/17/2025 | Aries Wealth Management | 208,664 | $4.54M | 1.2% | -1.0% | 0.360% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 292,077 | $6.35M | 0.0% | +14.7% | 0.504% | |
4/15/2025 | Net Worth Advisory Group | 28,880 | $628K | 0.2% | -9.3% | 0.050% | |
4/15/2025 | Integrated Advisors Network LLC | 19,903 | $433K | 0.0% | N/A | 0.034% | |
4/14/2025 | One Plus One Wealth Management LLC | 97,472 | $2.12M | 1.2% | +3.5% | 0.168% | |
4/14/2025 | Revolve Wealth Partners LLC | 19,714 | $429K | 0.1% | +12.8% | 0.034% | |
4/10/2025 | Charles Schwab Trust Co | 74,279 | $1.62M | 0.1% | -2.5% | 0.128% | |
4/10/2025 | KWB Wealth | 110,864 | $2.27M | 0.3% | -12.1% | 0.191% | |
4/10/2025 | Lmcg Investments LLC | 78,290 | $1.70M | 0.1% | +64.8% | 0.135% | |
4/10/2025 | Johnson & White Wealth Management LLC | 269,640 | $5.86M | 3.3% | +4.8% | 0.465% | |
4/9/2025 | Flagstar Advisors Inc. | 15,569 | $338K | 0.1% | +6.0% | 0.027% | |
4/9/2025 | SigFig Wealth Management LLC | 99,052 | $2.15M | 0.1% | -2.4% | 0.171% | |
4/8/2025 | Rothschild Investment LLC | 173,399 | $3.77M | 0.3% | -0.5% | 0.299% | |
4/8/2025 | Lowe Wealth Advisors LLC | 53,029 | $1.15M | 0.5% | +6.0% | 0.092% | |
4/7/2025 | Efficient Frontier Advisors LLC | 11,415 | $248K | 0.2% | -4.9% | 0.020% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 38,641 | $840K | 0.0% | +113.3% | 0.067% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 254,570 | $5.21M | 0.0% | +0.6% | 0.439% | |
2/17/2025 | Waverly Advisors LLC | 95,315 | $1.95M | 0.0% | -2.5% | 0.153% | |
2/17/2025 | Fiduciary Trust Co | 122,915 | $2.52M | 0.0% | +25.8% | 0.197% | |
2/17/2025 | EP Wealth Advisors LLC | 10,258 | $210K | 0.0% | N/A | 0.016% | |
2/17/2025 | CoreCap Advisors LLC | 4,409 | $90K | 0.0% | +41.7% | 0.007% | |
2/17/2025 | Captrust Financial Advisors | 397,388 | $8.14M | 0.0% | -0.2% | 0.636% | |
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2/17/2025 | Citadel Advisors LLC | 102,475 | $2.10M | 0.0% | +917.0% | 0.164% | |
2/17/2025 | Baird Financial Group Inc. | 194,552 | $3.98M | 0.0% | +3.4% | 0.312% | |
2/17/2025 | Bank of America Corp DE | 2,225,113 | $45.57M | 0.0% | -1.2% | 3.563% | |
2/17/2025 | Ameriprise Financial Inc. | 2,218,307 | $45.43M | 0.0% | -0.7% | 3.552% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 37,994 | $778K | 0.0% | +19.2% | 0.061% | |
2/14/2025 | Johnson Financial Group Inc. | 5,334 | $112K | 0.0% | N/A | 0.009% | |
2/14/2025 | Susquehanna International Group LLP | 74,007 | $1.52M | 0.0% | +26.9% | 0.119% | |
2/13/2025 | NewEdge Advisors LLC | 49,104 | $1.01M | 0.0% | +5,331.9% | 0.079% | |
2/13/2025 | Mariner LLC | 33,395 | $684K | 0.0% | +6.8% | 0.053% | |
2/13/2025 | Townsquare Capital LLC | 63,204 | $1.29M | 0.0% | +2.3% | 0.101% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,128 | $330K | 0.0% | +14.4% | 0.026% | |
2/13/2025 | Raymond James Financial Inc. | 221,482 | $4.54M | 0.0% | N/A | 0.355% | |
2/13/2025 | Invesco Ltd. | 724,559 | $14.84M | 0.0% | +64.3% | 1.160% | |
2/13/2025 | Cerity Partners LLC | 37,179 | $761K | 0.0% | -29.4% | 0.060% | |
2/13/2025 | Envestnet Asset Management Inc. | 133,825 | $2.74M | 0.0% | -7.7% | 0.214% | |
2/13/2025 | Wells Fargo & Company MN | 483,013 | $9.89M | 0.0% | +10.6% | 0.773% | |
2/12/2025 | OLD Mission Capital LLC | 592,316 | $12.13M | 0.2% | +64.5% | 0.948% | |
2/12/2025 | CIBC Private Wealth Group LLC | 169,611 | $3.44M | 0.0% | +4,084.8% | 0.272% | |
2/12/2025 | Orion Portfolio Solutions LLC | 244,323 | $5.00M | 0.0% | -8.0% | 0.391% | |
2/12/2025 | JPMorgan Chase & Co. | 15,705 | $322K | 0.0% | +141.2% | 0.025% | |
2/11/2025 | LPL Financial LLC | 880,390 | $18.03M | 0.0% | +1.2% | 1.410% | |
2/11/2025 | SigFig Wealth Management LLC | 101,446 | $2.08M | 0.1% | +7.1% | 0.162% | |
2/10/2025 | Corient Private Wealth LLC | 21,893 | $448K | 0.0% | +3.3% | 0.035% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,074 | $268K | 0.0% | N/A | 0.021% | |
2/10/2025 | Avantax Advisory Services Inc. | 67,589 | $1.38M | 0.0% | +7.6% | 0.108% | |
2/7/2025 | Sequoia Financial Advisors LLC | 52,227 | $1.07M | 0.0% | +10.0% | 0.084% | |
2/7/2025 | HighTower Advisors LLC | 553,049 | $11.33M | 0.0% | +0.4% | 0.886% | |
2/7/2025 | Net Worth Advisory Group | 31,830 | $652K | 0.2% | -10.2% | 0.051% | |
2/7/2025 | Independent Advisor Alliance | 15,266 | $313K | 0.0% | N/A | 0.024% | |
2/7/2025 | Daiwa Securities Group Inc. | 895,500 | $18.34M | 0.1% | -30.9% | 1.434% | |
2/7/2025 | PNC Financial Services Group Inc. | 6,058 | $124K | 0.0% | +42.9% | 0.010% | |
2/6/2025 | Freestone Capital Holdings LLC | 11,858 | $243K | 0.0% | N/A | 0.019% | |
2/6/2025 | Raymond James Financial Inc. | 221,482 | $4.54M | 0.0% | N/A | 0.355% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 24,051,891 | $492.58M | 0.1% | -2.2% | 38.514% | |
2/6/2025 | Jones Financial Companies Lllp | 4,226 | $87K | 0.0% | +98.6% | 0.007% | |
2/4/2025 | Bank of New York Mellon Corp | 1,220,042 | $24.99M | 0.0% | -1.5% | 1.954% | |
2/4/2025 | Rothschild Investment LLC | 174,324 | $3.57M | 0.2% | -1.1% | 0.279% | |
2/3/2025 | Private Advisor Group LLC | 46,910 | $961K | 0.0% | -61.2% | 0.075% | |
2/3/2025 | Flagstar Advisors Inc. | 14,681 | $301K | 0.1% | +4.8% | 0.024% | |
1/31/2025 | Atlas Legacy Advisors LLC | 502,070 | $10.28M | 2.5% | N/A | 0.804% | |
1/31/2025 | Atria Wealth Solutions Inc. | 10,663 | $218K | 0.0% | N/A | 0.017% | |
1/31/2025 | JFS Wealth Advisors LLC | 13,612 | $279K | 0.0% | -6.3% | 0.022% | |
1/30/2025 | Trademark Financial Management LLC | 11,302 | $231K | 0.2% | -60.5% | 0.018% | |
1/30/2025 | Aries Wealth Management | 210,844 | $4.32M | 1.2% | +4.7% | 0.338% | |
1/29/2025 | One Plus One Wealth Management LLC | 94,193 | $1.93M | 1.1% | -1.4% | 0.151% | |
1/28/2025 | Efficient Frontier Advisors LLC | 12,008 | $246K | 0.2% | +6.8% | 0.019% | |
1/28/2025 | Apollon Wealth Management LLC | 25,375 | $520K | 0.0% | +5.5% | 0.041% | |
1/28/2025 | Cidel Asset Management Inc. | 475,838 | $9.75M | 0.7% | +12.6% | 0.762% | |
1/24/2025 | Red Tortoise LLC | 27,773 | $569K | 0.3% | -2.7% | 0.044% | |
1/24/2025 | DAVENPORT & Co LLC | 29,374 | $602K | 0.0% | +2.5% | 0.047% | |
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1/23/2025 | Capital Investment Advisory Services LLC | 6,422 | $132K | 0.0% | -24.0% | 0.010% | |
1/23/2025 | Foster & Motley Inc. | 175,810 | $3.60M | 0.2% | -4.8% | 0.282% | |
1/22/2025 | Revolve Wealth Partners LLC | 17,471 | $358K | 0.0% | N/A | 0.030% | |
1/22/2025 | Drive Wealth Management LLC | 71,266 | $1.46M | 0.4% | +2.0% | 0.114% | |
1/21/2025 | Brighton Jones LLC | 11,893 | $244K | 0.0% | +15.6% | 0.021% | |
1/17/2025 | Edge Financial Advisors LLC | 85,307 | $1.75M | 1.6% | -5.0% | 0.137% | |
1/17/2025 | Goldstein Advisors LLC | 41,132 | $842K | 0.1% | +3.8% | 0.066% | |
1/16/2025 | Charles Schwab Trust Co | 76,171 | $1.56M | 0.1% | -1.8% | 0.122% | |
1/16/2025 | Lmcg Investments LLC | 47,494 | $973K | 0.1% | +54.9% | 0.076% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 18,117 | $371K | 0.0% | +800.9% | 0.029% | |