7/2/2025 | Marotta Asset Management | 53,889 | $8.79M | 1.8% | -7.6% | 0.558% | |
7/1/2025 | Harbor Investment Advisory LLC | 11,975 | $1.95M | 0.2% | +4.1% | 0.124% | |
6/4/2025 | First Hawaiian Bank | 69,384 | $10.87M | 0.5% | -21.6% | 0.739% | |
5/21/2025 | McAdam LLC | 11,809 | $1.85M | 0.1% | -2.2% | 0.125% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,775 | $1.06M | 0.0% | -46.6% | 0.072% | |
5/20/2025 | Focus Partners Wealth | 1,918,598 | $300.63M | 0.8% | +1.9% | 20.389% | |
5/16/2025 | Empowered Funds LLC | 1,771 | $275K | 0.0% | N/A | 0.019% | |
5/16/2025 | Tolleson Wealth Management Inc. | 584,558 | $91.60M | 17.7% | -3.9% | 6.212% | |
5/16/2025 | NewEdge Advisors LLC | 33,932 | $5.32M | 0.0% | -4.2% | 0.361% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,057 | $322K | 0.0% | -7.1% | 0.022% | |
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5/16/2025 | AlTi Global Inc. | 36,586 | $5.73M | 0.2% | +1.6% | 0.389% | |
5/15/2025 | EP Wealth Advisors LLC | 4,178 | $655K | 0.0% | N/A | 0.044% | |
5/15/2025 | Royal Bank of Canada | 83,461 | $13.08M | 0.0% | -8.8% | 0.887% | |
5/15/2025 | Palo Alto Wealth Advisors LLC | 2,750 | $435K | 0.2% | -11.3% | 0.029% | |
5/14/2025 | CreativeOne Wealth LLC | 50,859 | $7.97M | 0.2% | -4.4% | 0.540% | |
5/14/2025 | Smartleaf Asset Management LLC | 14,623 | $2.27M | 0.2% | -31.5% | 0.155% | |
5/13/2025 | Raymond James Financial Inc. | 106,320 | $16.66M | 0.0% | -28.0% | 1.130% | |
5/13/2025 | Knuff & Co LLC | 305 | $48K | 0.0% | N/A | 0.003% | |
5/13/2025 | American Money Management LLC | 65,255 | $10.23M | 1.9% | +3.6% | 0.693% | |
5/13/2025 | Elevation Capital Advisory LLC | 28,671 | $4.49M | 2.0% | N/A | 0.305% | |
5/12/2025 | SouthState Corp | 305 | $48K | 0.0% | N/A | 0.003% | |
5/12/2025 | King Luther Capital Management Corp | 5,124 | $803K | 0.0% | -1.5% | 0.054% | |
5/12/2025 | True North Advisors LLC | 2,593 | $406K | 0.1% | N/A | 0.028% | |
5/9/2025 | Sfmg LLC | 517,290 | $81.06M | 6.4% | +0.5% | 5.497% | |
5/8/2025 | Collaborative Wealth Managment Inc. | 1,810 | $284K | 0.1% | -30.5% | 0.019% | |
5/8/2025 | NorthRock Partners LLC | 6,221 | $975K | 0.0% | N/A | 0.066% | |
5/8/2025 | Howard Capital Management Inc. | 22,758 | $3.57M | 0.1% | +24.5% | 0.242% | |
5/8/2025 | Geneos Wealth Management Inc. | 14,200 | $2.23M | 0.1% | +12.0% | 0.151% | |
5/7/2025 | LPL Financial LLC | 291,026 | $45.60M | 0.0% | +7.9% | 3.116% | |
5/6/2025 | Cetera Investment Advisers | 8,567 | $1.34M | 0.0% | +15.1% | 0.092% | |
5/6/2025 | AE Wealth Management LLC | 408 | $64K | 0.0% | +750.0% | 0.004% | |
5/5/2025 | IFP Advisors Inc | 1,100 | $172K | 0.0% | -10.2% | 0.012% | |
5/5/2025 | ARQ Wealth Advisors LLC | 33,953 | $5.32M | 2.0% | +16.5% | 0.364% | |
5/5/2025 | Private Advisor Group LLC | 405,312 | $63.51M | 0.4% | +23.0% | 4.340% | |
5/2/2025 | Theory Financial LLC | 20,541 | $3.22M | 1.4% | -3.7% | 0.220% | |
5/2/2025 | Cullen Frost Bankers Inc. | 3,483 | $546K | 0.0% | -22.3% | 0.037% | |
5/2/2025 | Sage Mountain Advisors LLC | 191,233 | $29.96M | 2.2% | -0.1% | 2.047% | |
5/2/2025 | Apollon Financial LLC | 3,885 | $609K | 0.1% | +1.7% | 0.042% | |
5/1/2025 | Hughes Financial Services LLC | 45,417 | $7.11M | 1.4% | -3.5% | 0.486% | |
4/30/2025 | Sharkey Howes & Javer | 46,708 | $7.32M | 1.0% | +4.9% | 0.500% | |
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4/30/2025 | Cerity Partners LLC | 23,954 | $3.75M | 0.0% | -6.1% | 0.256% | |
4/30/2025 | John W. Brooker & Co. CPAs | 10,188 | $1.60M | 0.7% | -1.5% | 0.109% | |
4/30/2025 | Stratos Wealth Partners LTD. | 13,936 | $2.18M | 0.0% | +159.4% | 0.149% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 179,136 | $28.07M | 6.3% | +4.7% | 1.918% | |
4/30/2025 | Brown Financial Advisory | 1,720 | $270K | 0.2% | N/A | 0.018% | |
4/29/2025 | Envestnet Asset Management Inc. | 338,582 | $53.05M | 0.0% | -11.8% | 3.625% | |
4/29/2025 | Strategic Blueprint LLC | 102,212 | $16.02M | 0.9% | +14.3% | 1.094% | |
4/29/2025 | Paul R. Ried Financial Group LLC | 62,300 | $9.76M | 6.8% | +5.4% | 0.667% | |
4/28/2025 | Private Trust Co. NA | 3,680 | $577K | 0.1% | +5.3% | 0.039% | |
4/28/2025 | Great Point Wealth Advisors LLC | 96,974 | $15.20M | 3.3% | -0.9% | 1.038% | |
4/25/2025 | Ameritas Advisory Services LLC | 2,825 | $438K | 0.0% | -92.9% | 0.030% | |
4/25/2025 | Essex Financial Services Inc. | 20,053 | $3.14M | 0.2% | +7.1% | 0.215% | |
4/25/2025 | Goodman Advisory Group LLC | 658 | $103K | 0.0% | -99.0% | 0.007% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,113 | $174K | 0.0% | -20.8% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 308 | $48K | 0.0% | +100.0% | 0.003% | |
4/23/2025 | Sheets Smith Wealth Management | 7,637 | $1.20M | 0.1% | -1.2% | 0.082% | |
4/23/2025 | Eagle Strategies LLC | 61,736 | $9.67M | 1.7% | -0.7% | 0.661% | |
4/23/2025 | Valmark Advisers Inc. | 1,427 | $224K | 0.0% | +6.5% | 0.015% | |
4/23/2025 | Continuum Advisory LLC | 77,176 | $12.09M | 1.6% | +1.7% | 0.826% | |
4/22/2025 | Flagship Harbor Advisors LLC | 29,593 | $4.64M | 0.2% | +11.3% | 0.317% | |
4/22/2025 | Integrity Wealth Solutions LLC | 29,296 | $4.59M | 2.5% | -1.5% | 0.314% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,977 | $466K | 0.0% | -47.7% | 0.032% | |
4/21/2025 | PUREfi Wealth LLC | 2,835 | $444K | 0.4% | N/A | 0.030% | |
4/18/2025 | Cornerstone Wealth Management LLC | 8,565 | $1.34M | 0.1% | -8.6% | 0.092% | |
4/18/2025 | CENTRAL TRUST Co | 630 | $99K | 0.0% | N/A | 0.007% | |
4/17/2025 | Vicus Capital | 4,536 | $711K | 0.1% | -12.0% | 0.049% | |
4/17/2025 | Janney Montgomery Scott LLC | 13,305 | $2.09M | 0.0% | -41.8% | 0.142% | |
4/17/2025 | Bouvel Investment Partners LLC | 37,019 | $5.83M | 2.4% | +1.3% | 0.396% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 132,070 | $20.69M | 0.0% | +3.1% | 1.414% | |
4/15/2025 | Parsons Capital Management Inc. RI | 24,609 | $3.86M | 0.2% | +12.3% | 0.267% | |
4/14/2025 | Sentinel Pension Advisors LLC | 8,994 | $1.41M | 0.3% | -1.4% | 0.098% | |
4/11/2025 | Princeton Global Asset Management LLC | 11,860 | $1.86M | 0.4% | +8.2% | 0.129% | |
4/10/2025 | Retireful LLC | 157 | $25K | 0.0% | N/A | 0.002% | |
4/10/2025 | Naples Global Advisors LLC | 5,025 | $787K | 0.1% | -6.7% | 0.055% | |
4/9/2025 | Harbor Investment Advisory LLC | 11,502 | $1.80M | 0.2% | +2.3% | 0.125% | |
4/9/2025 | NBC Securities Inc. | 3,513 | $550K | 0.0% | +87,725.0% | 0.038% | |
4/3/2025 | First Hawaiian Bank | 69,384 | $10.87M | 0.7% | -21.6% | 0.753% | |
4/2/2025 | Marotta Asset Management | 58,316 | $9.19M | 1.9% | +6.6% | 0.633% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 128,063 | $19.83M | 0.0% | +2.9% | 1.418% | |
3/6/2025 | Wood Tarver Financial Group LLC | 164 | $25K | 0.0% | N/A | 0.002% | |
2/19/2025 | ARQ Wealth Advisors LLC | 29,133 | $4.51M | 1.7% | +11.4% | 0.334% | |
2/18/2025 | Continuum Advisory LLC | 75,889 | $11.75M | 1.5% | +1.3% | 0.869% | |
2/17/2025 | Vista Investment Management | 36,219 | $5.61M | 2.1% | +0.3% | 0.415% | |
2/17/2025 | Tolleson Wealth Management Inc. | 608,105 | $94.17M | 19.3% | -10.3% | 6.966% | |
2/17/2025 | Royal Bank of Canada | 91,530 | $14.17M | 0.0% | -9.3% | 1.048% | |
2/17/2025 | Quantinno Capital Management LP | 41,360 | $6.41M | 0.1% | N/A | 0.474% | |
2/17/2025 | Focus Partners Wealth | 1,881,980 | $291.43M | 0.8% | +5.3% | 21.558% | |
2/17/2025 | Cetera Investment Advisers | 7,443 | $1.15M | 0.0% | +4.6% | 0.085% | |
2/17/2025 | Captrust Financial Advisors | 2,568 | $398K | 0.0% | +4.6% | 0.029% | |
2/17/2025 | Bank of America Corp DE | 204,331 | $31.64M | 0.0% | +8.9% | 2.341% | |
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2/17/2025 | Ameriprise Financial Inc. | 171,239 | $26.52M | 0.0% | +33.0% | 1.962% | |
2/17/2025 | AlTi Global Inc. | 35,996 | $5.57M | 0.1% | -1.3% | 0.412% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 9,211 | $1.43M | 0.0% | -64.4% | 0.106% | |
2/14/2025 | Eagle Strategies LLC | 62,170 | $9.63M | 1.7% | -5.3% | 0.712% | |
2/14/2025 | Tower Research Capital LLC TRC | 796 | $123K | 0.0% | -48.2% | 0.009% | |
2/14/2025 | GeoWealth Management LLC | 7,494 | $1.16M | 0.0% | -80.0% | 0.086% | |
2/14/2025 | Goodman Advisory Group LLC | 63,856 | $9.89M | 2.9% | -3.2% | 0.731% | |
2/14/2025 | Allred Capital Management LLC | 8,078 | $1.25M | 0.5% | +3.5% | 0.093% | |
2/13/2025 | NewEdge Advisors LLC | 35,426 | $5.49M | 0.0% | -4.2% | 0.406% | |
2/13/2025 | CreativeOne Wealth LLC | 53,193 | $8.24M | 0.3% | -15.5% | 0.609% | |