5/21/2025 | McAdam LLC | 12,917 | $348K | 0.0% | -27.8% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 485,542 | $13.07M | 0.0% | -3.3% | 0.334% | |
5/19/2025 | Jane Street Group LLC | 80,110 | $2.16M | 0.0% | N/A | 0.055% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 200,177 | $5.39M | 0.1% | +0.5% | 0.138% | |
5/16/2025 | Goldman Sachs Group Inc. | 23,347 | $629K | 0.0% | N/A | 0.016% | |
5/16/2025 | Integrated Wealth Concepts LLC | 8,612 | $232K | 0.0% | N/A | 0.006% | |
5/15/2025 | Royal Bank of Canada | 9,116 | $245K | 0.0% | +20.6% | 0.006% | |
5/14/2025 | Warwick Investment Management Inc. | 4,082,418 | $109.90M | 22.8% | -7.0% | 2.809% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 52,714 | $1.42M | 0.0% | +10.8% | 0.036% | |
5/13/2025 | Aptus Capital Advisors LLC | 75,700 | $2.04M | 0.0% | -4.0% | 0.052% | |
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5/13/2025 | Russell Investments Group Ltd. | 3,972 | $107K | 0.0% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 23,310 | $628K | 0.0% | +122.1% | 0.016% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 46,971,859 | $1.26B | 2.7% | -1.6% | 32.316% | |
5/12/2025 | Meridian Wealth Management LLC | 9,620 | $259K | 0.0% | -5.6% | 0.007% | |
5/12/2025 | SouthState Corp | 43,405 | $1.17M | 0.1% | N/A | 0.030% | |
5/12/2025 | National Bank of Canada FI | 2,572 | $69K | 0.0% | N/A | 0.002% | |
5/12/2025 | AlphaCore Capital LLC | 3,196 | $86K | 0.0% | N/A | 0.002% | |
5/9/2025 | Costello Asset Management INC | 1,577 | $42K | 0.0% | +120.3% | 0.001% | |
5/9/2025 | Blair William & Co. IL | 6,812 | $183K | 0.0% | +26.7% | 0.005% | |
5/9/2025 | Blue Sky Capital Consultants Group Inc. | 26,147 | $704K | 0.5% | -59.6% | 0.018% | |
5/8/2025 | US Bancorp DE | 157,228 | $4.23M | 0.0% | +27.7% | 0.108% | |
5/8/2025 | Harbour Investments Inc. | 3,793 | $102K | 0.0% | +145.5% | 0.003% | |
5/8/2025 | NorthRock Partners LLC | 67,305 | $1.81M | 0.1% | -1.8% | 0.046% | |
5/8/2025 | Brucke Financial Inc. | 9,293 | $248K | 0.2% | +17.1% | 0.006% | |
5/7/2025 | LPL Financial LLC | 128,554 | $3.46M | 0.0% | +25.0% | 0.088% | |
5/7/2025 | Waddell & Associates LLC | 1,994,283 | $53.69M | 6.5% | +2.8% | 1.372% | |
5/6/2025 | Cetera Investment Advisers | 69,194 | $1.86M | 0.0% | +13.5% | 0.048% | |
5/6/2025 | Brookwood Investment Group LLC | 53,969 | $1.45M | 0.2% | N/A | 0.037% | |
5/2/2025 | Opulen Financial Group LLC | 21,145 | $569K | 0.5% | N/A | 0.015% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 357,125 | $9.61M | 10.9% | -42.5% | 0.246% | |
5/1/2025 | Key Financial Inc | 2,197 | $59K | 0.0% | -41.7% | 0.002% | |
4/30/2025 | Cerity Partners LLC | 92,625 | $2.49M | 0.0% | -1.6% | 0.064% | |
4/30/2025 | Allworth Financial LP | 14,069 | $371K | 0.0% | +5.9% | 0.010% | |
4/29/2025 | OneDigital Investment Advisors LLC | 11,767 | $317K | 0.0% | +3.5% | 0.008% | |
4/28/2025 | Arlington Trust Co LLC | 3,100 | $83K | 0.0% | N/A | 0.002% | |
4/28/2025 | Pinnacle Financial Partners Inc | 2,000 | $57K | 0.0% | +100.0% | 0.001% | |
4/25/2025 | Red Door Wealth Management LLC | 9,105 | $245K | 0.0% | -52.6% | 0.006% | |
4/25/2025 | Legacy Wealth Management Inc | 6,893,528 | $185.57M | 12.4% | -1.1% | 4.739% | |
4/23/2025 | YHB Investment Advisors Inc. | 10,978 | $296K | 0.0% | -24.9% | 0.008% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 9,737 | $262K | 0.0% | -6.5% | 0.007% | |
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4/22/2025 | Lighthouse Wealth Management Inc. | 343,601 | $9.25M | 8.5% | +1.9% | 0.236% | |
4/21/2025 | Johnson Investment Counsel Inc. | 30,090 | $810K | 0.0% | +17.0% | 0.021% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 9,290 | $250K | 0.0% | N/A | 0.006% | |
4/17/2025 | Pinion Investment Advisors LLC | 32,726 | $881K | 0.2% | +100.6% | 0.022% | |
4/17/2025 | Sound Income Strategies LLC | 1,004 | $27K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,941 | $591K | 0.0% | +5.8% | 0.015% | |
4/15/2025 | Fiduciary Financial Group LLC | 39,766 | $1.00M | 0.2% | +180.0% | 0.028% | |
4/14/2025 | Farther Finance Advisors LLC | 22,755 | $615K | 0.0% | N/A | 0.016% | |
4/14/2025 | Gemmer Asset Management LLC | 18,248 | $491K | 0.0% | N/A | 0.013% | |
4/10/2025 | SMI Advisory Services LLC | 19,631 | $528K | 0.1% | -2.1% | 0.014% | |
4/9/2025 | RFG Advisory LLC | 13,086 | $352K | 0.0% | N/A | 0.009% | |
4/9/2025 | Merit Financial Group LLC | 40,187 | $1.08M | 0.0% | N/A | 0.029% | |
4/9/2025 | SigFig Wealth Management LLC | 18,526 | $496K | 0.0% | N/A | 0.013% | |
4/9/2025 | Kaizen Financial Strategies | 16,562 | $446K | 0.3% | -26.0% | 0.012% | |
4/7/2025 | GAMMA Investing LLC | 494,359 | $13.31M | 0.0% | +2,592.0% | 0.351% | |
4/3/2025 | Collective Family Office LLC | 27,510 | $741K | 0.2% | -15.7% | 0.020% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 20,744 | $587K | 0.0% | +116.9% | 0.015% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 9,683 | $274K | 0.2% | N/A | 0.007% | |
2/27/2025 | Brucke Financial Inc. | 7,938 | $231K | 0.2% | N/A | 0.006% | |
2/19/2025 | Blue Sky Capital Consultants Group Inc. | 64,799 | $1.83M | 1.1% | N/A | 0.095% | |
2/18/2025 | Vise Technologies Inc. | 16,834 | $477K | 0.0% | +95.0% | 0.025% | |
2/18/2025 | McIlrath & Eck LLC | 3,738 | $106K | 0.0% | +100.0% | 0.005% | |
2/17/2025 | Visionary Wealth Advisors | 28,965 | $820K | 0.0% | +93.6% | 0.043% | |
2/17/2025 | Two Sigma Investments LP | 438,200 | $12.41M | 0.0% | N/A | 0.644% | |
2/17/2025 | NorthRock Partners LLC | 68,530 | $1.94M | 0.1% | N/A | 0.101% | |
2/17/2025 | Kaizen Financial Strategies | 22,383 | $634K | 0.4% | +75.1% | 0.033% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 78,832 | $2.23M | 0.2% | +113.7% | 0.116% | |
2/17/2025 | Focus Partners Wealth | 502,133 | $14.22M | 0.0% | +99.2% | 0.738% | |
2/17/2025 | CoreCap Advisors LLC | 1,197 | $34K | 0.0% | N/A | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 60,966 | $1.73M | 0.0% | +100.0% | 0.090% | |
2/17/2025 | Captrust Financial Advisors | 80,222 | $2.27M | 0.0% | +123.5% | 0.118% | |
2/17/2025 | Bank of America Corp DE | 205,195 | $5.81M | 0.0% | +84.7% | 0.302% | |
2/17/2025 | Ancora Advisors LLC | 22,916 | $649K | 0.0% | +73.8% | 0.034% | |
2/17/2025 | Aptus Capital Advisors LLC | 78,832 | $2.23M | 0.0% | +113.7% | 0.116% | |
2/14/2025 | Comerica Bank | 19,178 | $543K | 0.0% | +120.1% | 0.028% | |
2/14/2025 | Beacon Pointe Advisors LLC | 15,058 | $426K | 0.0% | +100.2% | 0.022% | |
2/14/2025 | OneDigital Investment Advisors LLC | 11,367 | $322K | 0.0% | +93.1% | 0.017% | |
2/14/2025 | MML Investors Services LLC | 74,260 | $2.10M | 0.0% | +103.7% | 0.109% | |
2/13/2025 | NewEdge Advisors LLC | 2,947 | $83K | 0.0% | +93.9% | 0.004% | |
2/13/2025 | Main Street Financial Solutions LLC | 303,389 | $8.59M | 0.8% | +108.2% | 0.446% | |
2/13/2025 | Mariner LLC | 242,893 | $6.88M | 0.0% | +135.1% | 0.357% | |
2/13/2025 | RE Dickinson Investment Advisors LLC | 9,180 | $260K | 0.1% | +183.3% | 0.014% | |
2/13/2025 | Accredited Investors Inc. | 8,726 | $247K | 0.0% | +100.1% | 0.013% | |
2/13/2025 | Bank of Hawaii | 12,400 | $351K | 0.0% | N/A | 0.018% | |
2/13/2025 | Waddell & Associates LLC | 1,939,058 | $54.90M | 5.6% | +101.4% | 2.852% | |
2/13/2025 | Raymond James Financial Inc. | 49,377 | $1.40M | 0.0% | N/A | 0.073% | |
2/13/2025 | Peachtree Investment Partners LLC | 10,285 | $291K | 0.1% | +97.0% | 0.015% | |
2/13/2025 | Renaissance Technologies LLC | 92,200 | $2.61M | 0.0% | +299.1% | 0.136% | |
2/13/2025 | Bank of Montreal Can | 7,034 | $199K | 0.0% | +100.5% | 0.010% | |
2/13/2025 | Cerity Partners LLC | 94,108 | $2.66M | 0.0% | +100.2% | 0.138% | |
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2/13/2025 | Envestnet Asset Management Inc. | 9,610 | $272K | 0.0% | N/A | 0.014% | |
2/13/2025 | Wells Fargo & Company MN | 15,901 | $450K | 0.0% | +87.0% | 0.023% | |
2/13/2025 | KCM Investment Advisors LLC | 9,712 | $275K | 0.0% | +100.0% | 0.014% | |
2/12/2025 | Atlas Capital Advisors Inc. | 2,154 | $61K | 0.0% | +66.8% | 0.003% | |
2/12/2025 | D L Carlson Investment Group Inc. | 17,745 | $502K | 0.1% | +101.2% | 0.026% | |
2/12/2025 | Blair William & Co. IL | 5,376 | $152K | 0.0% | +1,244.0% | 0.008% | |
2/12/2025 | JPMorgan Chase & Co. | 11,251 | $319K | 0.0% | +97.7% | 0.017% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 47,716,110 | $1.35B | 2.8% | +66.8% | 70.171% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 199,152 | $5.64M | 0.1% | +99.7% | 0.293% | |
2/11/2025 | LPL Financial LLC | 102,825 | $2.91M | 0.0% | +110.2% | 0.151% | |