5/2/2025 | SKY Mountain Capital Management Inc. | 17,588 | $768K | 0.7% | N/A | 0.070% | |
5/2/2025 | BIP Wealth LLC | 30,442 | $1.33M | 0.1% | -5.3% | 0.122% | |
5/2/2025 | Larson Financial Group LLC | 2,912 | $127K | 0.0% | -10.5% | 0.012% | |
5/2/2025 | First Command Advisory Services Inc. | 5,308 | $232K | 0.0% | -19.2% | 0.021% | |
5/1/2025 | CWM LLC | 2,193 | $96K | 0.0% | -15.4% | 0.009% | |
5/1/2025 | FDx Advisors Inc. | 5,859 | $256K | 0.1% | -7.1% | 0.023% | |
4/30/2025 | Cerity Partners LLC | 130,955 | $5.72M | 0.0% | -51.9% | 0.523% | |
4/30/2025 | M&T Bank Corp | 29,493 | $1.29M | 0.0% | -20.3% | 0.118% | |
4/29/2025 | Envestnet Asset Management Inc. | 625,357 | $27.29M | 0.0% | +14.1% | 2.496% | |
4/29/2025 | Bank of New York Mellon Corp | 1,436,542 | $62.69M | 0.0% | +1.6% | 5.735% | |
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4/29/2025 | Olde Wealth Management LLC | 623 | $27K | 0.0% | N/A | 0.002% | |
4/28/2025 | Mutual Advisors LLC | 23,963 | $1.03M | 0.0% | -2.6% | 0.096% | |
4/28/2025 | FSM Wealth Advisors LLC | 66,019 | $2.88M | 0.6% | -25.0% | 0.264% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 138,641 | $6.05M | 0.3% | +2.7% | 0.553% | |
4/25/2025 | Hills Bank & Trust Co | 299,190 | $13.06M | 0.9% | +10.2% | 1.194% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,340 | $58K | 0.0% | +885.3% | 0.005% | |
4/23/2025 | SOL Capital Management CO | 11,530 | $503K | 0.1% | -29.0% | 0.046% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 7,846 | $342K | 0.1% | -74.9% | 0.031% | |
4/23/2025 | Valmark Advisers Inc. | 89,112 | $3.89M | 0.1% | -0.5% | 0.356% | |
4/22/2025 | XML Financial LLC | 15,057 | $657K | 0.1% | -87.1% | 0.060% | |
4/22/2025 | JFS Wealth Advisors LLC | 100,215 | $4.37M | 0.3% | -1.6% | 0.400% | |
4/22/2025 | Innealta Capital LLC | 7,847 | $342K | 0.2% | -7.7% | 0.031% | |
4/22/2025 | Rappaport Reiches Capital Management LLC | 76,602 | $3.34M | 0.8% | +1.9% | 0.306% | |
4/22/2025 | Aspire Private Capital LLC | 18,531 | $809K | 0.2% | +31.8% | 0.074% | |
4/21/2025 | Jim Saulnier & Associates LLC | 7,443 | $325K | 0.3% | +7.7% | 0.030% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,495 | $327K | 0.0% | -7.7% | 0.030% | |
4/21/2025 | Hoge Financial Services LLC | 9,256 | $404K | 0.3% | -5.4% | 0.037% | |
4/17/2025 | Brighton Jones LLC | 270,291 | $11.80M | 0.4% | -24.0% | 1.079% | |
4/17/2025 | ORBA Wealth Advisors L.L.C. | 29,241 | $1.28M | 0.6% | +29.6% | 0.117% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 16,441 | $717K | 0.0% | -34.1% | 0.066% | |
4/15/2025 | Total Wealth Planning LLC | 29,315 | $1.28M | 0.2% | -11.7% | 0.117% | |
4/15/2025 | Fifth Third Bancorp | 13,958 | $609K | 0.0% | -4.3% | 0.056% | |
4/15/2025 | Integrated Advisors Network LLC | 9,413 | $411K | 0.0% | -2.6% | 0.038% | |
4/15/2025 | Fiduciary Financial Group LLC | 21,385 | $866K | 0.2% | -12.2% | 0.085% | |
4/14/2025 | Farther Finance Advisors LLC | 1,502 | $66K | 0.0% | -26.6% | 0.006% | |
4/14/2025 | Moss Adams Wealth Advisors LLC | 74,939 | $3.27M | 0.3% | +60.4% | 0.299% | |
4/14/2025 | Courier Capital LLC | 14,502 | $633K | 0.0% | -10.1% | 0.058% | |
4/14/2025 | Abacus Planning Group Inc. | 32,819 | $1.43M | 0.3% | -1.9% | 0.131% | |
4/10/2025 | Boltwood Capital Management | 20,815 | $908K | 0.3% | +1.6% | 0.083% | |
4/10/2025 | Brand Asset Management Group Inc. | 20,643 | $901K | 0.4% | +3.9% | 0.082% | |
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4/10/2025 | Apella Capital LLC | 32,845 | $1.35M | 0.0% | N/A | 0.131% | |
4/10/2025 | Addis & Hill Inc | 144,273 | $6.30M | 4.4% | +7.5% | 0.576% | |
4/9/2025 | NBC Securities Inc. | 1,245 | $54K | 0.0% | N/A | 0.005% | |
4/8/2025 | Fifth Third Wealth Advisors LLC | 8,096 | $353K | 0.0% | -51.8% | 0.032% | |
4/4/2025 | Quent Capital LLC | 399,827 | $17.45M | 1.8% | +9.1% | 1.596% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 24,930 | $1.07M | 0.0% | -12.8% | 0.098% | |
2/28/2025 | Brooklyn FI LLC | 54,609 | $2.34M | 0.4% | +21.1% | 0.215% | |
2/25/2025 | Heck Capital Advisors LLC | 1,283 | $55K | 0.0% | N/A | 0.005% | |
2/19/2025 | Orin Green Financial LLC | 101,560 | $4.36M | 1.9% | +0.9% | 0.358% | |
2/19/2025 | Columbia River Financial Group LLC | 35,235 | $1.51M | 1.0% | N/A | 0.124% | |
2/18/2025 | City National Bank of Florida MSD | 13,902 | $596K | 0.5% | N/A | 0.049% | |
2/17/2025 | Focus Partners Wealth | 66,486 | $2.85M | 0.0% | +23.0% | 0.234% | |
2/17/2025 | Cetera Investment Advisers | 43,168 | $1.85M | 0.0% | +4.3% | 0.152% | |
2/17/2025 | Baird Financial Group Inc. | 8,628 | $370K | 0.0% | +7.2% | 0.030% | |
2/17/2025 | Bank of America Corp DE | 1,448,278 | $62.12M | 0.0% | +4.7% | 5.100% | |
2/17/2025 | BIP Wealth LLC | 32,152 | $1.38M | 0.1% | -4.4% | 0.113% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 122,437 | $5.25M | 0.0% | -11.0% | 0.431% | |
2/14/2025 | Lido Advisors LLC | 11,779 | $505K | 0.0% | +21.8% | 0.041% | |
2/14/2025 | Beacon Pointe Advisors LLC | 75,130 | $3.22M | 0.0% | +12.0% | 0.265% | |
2/14/2025 | Arkos Global Advisors | 16,862 | $723K | 0.1% | -3.8% | 0.059% | |
2/14/2025 | Hsbc Holdings PLC | 480,598 | $20.61M | 0.0% | -2.6% | 1.692% | |
2/14/2025 | MML Investors Services LLC | 100,818 | $4.32M | 0.0% | +5.9% | 0.355% | |
2/13/2025 | NewEdge Advisors LLC | 5,344 | $229K | 0.0% | +8.9% | 0.019% | |
2/13/2025 | Mariner LLC | 298,091 | $12.79M | 0.0% | -3.8% | 1.050% | |
2/13/2025 | Barclays PLC | 26,292 | $1.13M | 0.0% | +1.2% | 0.093% | |
2/13/2025 | SageView Advisory Group LLC | 5,154 | $221K | 0.0% | N/A | 0.018% | |
2/13/2025 | Aquire Wealth Advisors LLC | 10,737 | $461K | 0.1% | -10.3% | 0.038% | |
2/13/2025 | Family Office Research LLC | 20,312 | $871K | 0.4% | N/A | 0.072% | |
2/13/2025 | Raymond James Financial Inc. | 329,848 | $14.15M | 0.0% | N/A | 1.161% | |
2/13/2025 | Bank of Montreal Can | 3,865 | $166K | 0.0% | +7.9% | 0.014% | |
2/13/2025 | Cerity Partners LLC | 272,229 | $11.68M | 0.0% | +4.4% | 0.959% | |
2/13/2025 | Envestnet Asset Management Inc. | 548,145 | $23.51M | 0.0% | +4.2% | 1.930% | |
2/13/2025 | Wells Fargo & Company MN | 16,829 | $722K | 0.0% | -35.8% | 0.059% | |
2/12/2025 | OLD Mission Capital LLC | 41,192 | $1.77M | 0.0% | -42.3% | 0.145% | |
2/12/2025 | Physician Wealth Advisors Inc. | 1,102 | $47K | 0.0% | N/A | 0.004% | |
2/12/2025 | Orion Portfolio Solutions LLC | 12,469 | $535K | 0.0% | -5.4% | 0.044% | |
2/12/2025 | Blair William & Co. IL | 39,689 | $1.70M | 0.0% | -9.5% | 0.140% | |
2/12/2025 | JPMorgan Chase & Co. | 2,741 | $118K | 0.0% | -30.1% | 0.010% | |
2/11/2025 | LPL Financial LLC | 240,190 | $10.30M | 0.0% | +10.7% | 0.846% | |
2/11/2025 | Brooklyn FI LLC | 2,934,497 | $133.11M | 0.7% | +6,405.5% | 10.333% | |
2/10/2025 | Harbour Investments Inc. | 6,979 | $299K | 0.0% | +6.4% | 0.025% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 8,118 | $348K | 0.0% | -19.8% | 0.029% | |
2/10/2025 | CBIZ Investment Advisory Services LLC | 1,352 | $58K | 0.0% | -17.7% | 0.005% | |
2/10/2025 | Hills Bank & Trust Co | 271,409 | $11.64M | 0.9% | +32.7% | 0.956% | |
2/10/2025 | Commonwealth Equity Services LLC | 8,936 | $383K | 0.0% | -5.1% | 0.031% | |
2/10/2025 | EverSource Wealth Advisors LLC | 830 | $36K | 0.0% | -43.3% | 0.003% | |
2/7/2025 | HighTower Advisors LLC | 112,018 | $4.80M | 0.0% | -4.6% | 0.394% | |
2/7/2025 | Independent Advisor Alliance | 15,477 | $664K | 0.0% | N/A | 0.054% | |
2/7/2025 | Simplicity Wealth LLC | 13,193 | $566K | 0.1% | -10.9% | 0.046% | |
2/7/2025 | Efficient Advisors LLC | 24,919 | $1.07M | 0.1% | -12.7% | 0.088% | |
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2/7/2025 | Lifeworks Advisors LLC | 6,450 | $277K | 0.0% | -9.2% | 0.023% | |
2/6/2025 | One Capital Management LLC | 88,406 | $3.79M | 0.1% | -23.0% | 0.311% | |
2/6/2025 | Raymond James Financial Inc. | 329,848 | $14.15M | 0.0% | N/A | 1.161% | |
2/6/2025 | M&T Bank Corp | 37,015 | $1.59M | 0.0% | -48.0% | 0.130% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,669 | $72K | 0.0% | +18.5% | 0.006% | |
2/6/2025 | Jones Financial Companies Lllp | 133,342 | $5.72M | 0.0% | -0.4% | 0.470% | |
2/6/2025 | Modera Wealth Management LLC | 212,359 | $9.11M | 0.1% | +0.6% | 0.748% | |
2/5/2025 | Bailard Inc. | 7,418 | $318K | 0.0% | +5.9% | 0.026% | |
2/5/2025 | US Bancorp DE | 70,590 | $3.03M | 0.0% | -22.6% | 0.249% | |
2/5/2025 | SVB Wealth LLC | 18,340 | $787K | 0.0% | N/A | 0.065% | |