5/2/2025 | Kingsview Wealth Management LLC | 64,336 | $1.73M | 0.0% | -4.2% | 0.013% | |
5/2/2025 | Archvest Wealth Advisors Inc. | 55,739 | $1.50M | 1.2% | +4.6% | 0.011% | |
5/2/2025 | Litman Gregory Wealth Management LLC | 80,879 | $2.18M | 0.2% | -20.1% | 0.017% | |
5/2/2025 | Jacobson & Schmitt Advisors LLC | 145,829 | $3.92M | 0.8% | +6.6% | 0.030% | |
5/2/2025 | Allen Capital Group LLC | 395,663 | $10.64M | 1.2% | +2.9% | 0.081% | |
5/2/2025 | Theory Financial LLC | 247,507 | $6.66M | 2.8% | +2.2% | 0.051% | |
5/2/2025 | Summit Wealth Group LLC | 255,059 | $6.86M | 2.0% | -7.3% | 0.052% | |
5/2/2025 | Wealthfront Advisers LLC | 28,220,930 | $758.86M | 2.2% | +26.9% | 5.765% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 31,150 | $838K | 0.1% | +6.8% | 0.006% | |
5/2/2025 | West Family Investments Inc. | 443,227 | $12.42M | 4.7% | +3.8% | 0.091% | |
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5/2/2025 | Whittier Trust Co. | 2,572 | $69K | 0.0% | -58.9% | 0.001% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 30,054 | $808K | 0.2% | +53.8% | 0.006% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 166,391 | $4.47M | 1.2% | +6.0% | 0.034% | |
5/2/2025 | Sumitomo Life Insurance Co. | 1,064,900 | $28.64M | 1.0% | +87.6% | 0.218% | |
5/2/2025 | Apollon Wealth Management LLC | 18,364 | $494K | 0.0% | -6.8% | 0.004% | |
5/2/2025 | Sigma Planning Corp | 17,732 | $477K | 0.0% | -47.4% | 0.004% | |
5/1/2025 | Corrado Advisors LLC | 63,646 | $1.71M | 1.1% | -2.4% | 0.013% | |
5/1/2025 | Prudent Man Advisors LLC | 13,841 | $372K | 0.1% | N/A | 0.003% | |
5/1/2025 | Marks Group Wealth Management Inc | 49,265 | $1.33M | 0.1% | N/A | 0.010% | |
5/1/2025 | CWM LLC | 7,524 | $202K | 0.0% | +20.8% | 0.002% | |
5/1/2025 | Iron Horse Wealth Management LLC | 5,000 | $134K | 0.0% | -23.4% | 0.001% | |
5/1/2025 | High Note Wealth LLC | 71,745 | $1.93M | 0.5% | -41.6% | 0.015% | |
5/1/2025 | Mason Investment Advisory Services Inc. | 12,354 | $332K | 0.0% | -18.6% | 0.003% | |
5/1/2025 | Q3 Asset Management | 104,880 | $2.82M | 1.9% | N/A | 0.021% | |
5/1/2025 | FDx Advisors Inc. | 514,965 | $13.85M | 4.5% | -12.0% | 0.105% | |
5/1/2025 | American Financial Advisors LLC | 62,884 | $1.69M | 0.2% | -1.5% | 0.013% | |
5/1/2025 | Fifth Third Securities Inc. | 89,080 | $2.40M | 0.2% | -35.1% | 0.018% | |
5/1/2025 | Marshall Financial Group Inc. ADV | 872,367 | $23.46M | 7.4% | +2.8% | 0.178% | |
4/30/2025 | Joseph Group Capital Management | 919,554 | $24.73M | 9.5% | +1.7% | 0.188% | |
4/30/2025 | Cerity Partners LLC | 7,590,393 | $204.11M | 0.4% | -5.2% | 1.551% | |
4/30/2025 | Phillips Financial Management LLC | 91,177 | $2.45M | 0.2% | +4.4% | 0.019% | |
4/30/2025 | Financial Synergies Wealth Advisors Inc. | 9,959 | $268K | 0.0% | N/A | 0.002% | |
4/30/2025 | Alps Advisors Inc. | 117,600 | $3.16M | 0.0% | -0.8% | 0.024% | |
4/30/2025 | Allworth Financial LP | 11,174 | $297K | 0.0% | -37.8% | 0.002% | |
4/30/2025 | Cerity Partners OCIO LLC | 5,711,924 | $153.59M | 8.7% | +13.8% | 1.167% | |
4/30/2025 | True Vision MN LLC | 8,107 | $218K | 0.1% | N/A | 0.002% | |
4/30/2025 | Principal Securities Inc. | 1,357,885 | $35.07M | 0.8% | +0.2% | 0.277% | |
4/30/2025 | OMNI 360 Wealth Inc. | 28,832 | $775K | 0.5% | -3.3% | 0.006% | |
4/30/2025 | Stratos Wealth Partners LTD. | 154,153 | $4.15M | 0.1% | +4.0% | 0.031% | |
4/30/2025 | Stratos Wealth Advisors LLC | 158,940 | $4.27M | 0.2% | +6.2% | 0.032% | |
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4/30/2025 | Blackhawk Capital Partners LLC. | 96,985 | $2.61M | 1.3% | N/A | 0.020% | |
4/30/2025 | Navalign LLC | 1,028,783 | $27.66M | 7.9% | +5.7% | 0.210% | |
4/30/2025 | Alpha Cubed Investments LLC | 19,735 | $531K | 0.0% | N/A | 0.004% | |
4/30/2025 | Lincoln National Corp | 8,000,053 | $215.12M | 6.9% | -2.8% | 1.634% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 16,497 | $444K | 0.0% | -15.5% | 0.003% | |
4/29/2025 | Raleigh Capital Management Inc. | 3,384 | $91K | 0.0% | -14.9% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 13,174 | $354K | 0.0% | -4.5% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,739,173 | $127.44M | 0.0% | +18.9% | 0.968% | |
4/29/2025 | Hexagon Capital Partners LLC | 7,922 | $213K | 0.0% | +286.4% | 0.002% | |
4/29/2025 | Financial Architects LLC | 1,211,536 | $32.58M | 20.8% | +0.1% | 0.248% | |
4/29/2025 | Pure Portfolios Holdings LLC | 18,455 | $496K | 0.2% | +9.8% | 0.004% | |
4/29/2025 | Cloud Capital Management LLC | 168,866 | $4.54M | 3.2% | N/A | 0.034% | |
4/29/2025 | Proffitt & Goodson Inc. | 516,025 | $13.88M | 2.3% | +8.4% | 0.105% | |
4/29/2025 | Bank of New York Mellon Corp | 2,066,410 | $55.57M | 0.0% | -10.4% | 0.422% | |
4/29/2025 | ALM First Financial Advisors LLC | 475,034 | $12.77M | 2.8% | +6.1% | 0.097% | |
4/29/2025 | Capital Investment Advisory Services LLC | 13,847 | $372K | 0.0% | +285.4% | 0.003% | |
4/29/2025 | Strategic Blueprint LLC | 21,620 | $581K | 0.0% | -5.2% | 0.004% | |
4/29/2025 | OneDigital Investment Advisors LLC | 56,780 | $1.53M | 0.0% | +11.0% | 0.012% | |
4/29/2025 | Avantax Planning Partners Inc. | 151,551 | $4.08M | 0.1% | -4.9% | 0.031% | |
4/29/2025 | Aviance Capital Partners LLC | 154,945 | $4.17M | 0.6% | +10.4% | 0.032% | |
4/28/2025 | Principal Financial Group Inc. | 447,993 | $12.05M | 0.0% | -12.2% | 0.092% | |
4/28/2025 | Mutual Advisors LLC | 61,454 | $1.64M | 0.0% | +0.7% | 0.013% | |
4/28/2025 | Meritage Portfolio Management | 37,569 | $1.01M | 0.1% | -17.9% | 0.008% | |
4/28/2025 | Resonant Capital Advisors LLC | 454,446 | $12.22M | 0.9% | +9.2% | 0.093% | |
4/28/2025 | Clune & Associates LTD. | 40,205 | $1.08M | 0.3% | +5.3% | 0.008% | |
4/28/2025 | Latitude Advisors LLC | 17,082 | $459K | 0.3% | -12.9% | 0.003% | |
4/28/2025 | Revisor Wealth Management LLC | 69,457 | $1.87M | 0.8% | +109.7% | 0.014% | |
4/28/2025 | Strategic Financial Concepts LLC | 23,087 | $621K | 0.1% | +31.0% | 0.005% | |
4/28/2025 | Private Trust Co. NA | 4,213 | $113K | 0.0% | -9.4% | 0.001% | |
4/28/2025 | Sensible Financial Planning & Management LLC. | 3,004,986 | $80.80M | 16.1% | +2.4% | 0.614% | |
4/28/2025 | Physician Wealth Advisors Inc. | 1,937 | $52K | 0.0% | -66.9% | 0.000% | |
4/28/2025 | Rossby Financial LCC | 3,801 | $101K | 0.0% | N/A | 0.001% | |
4/25/2025 | Lodestar Private Asset Management LLC | 115,208 | $3.10M | 0.4% | +5.6% | 0.024% | |
4/25/2025 | Koshinski Asset Management Inc. | 22,884 | $615K | 0.1% | +18.6% | 0.005% | |
4/25/2025 | Prairiewood Capital LLC | 365,732 | $9.84M | 4.0% | +4.2% | 0.075% | |
4/25/2025 | K2 Financial Inc. | 94,936 | $2.50M | 2.4% | -0.4% | 0.019% | |
4/25/2025 | WASHINGTON TRUST Co | 99,165 | $2.67M | 0.1% | +1.7% | 0.020% | |
4/25/2025 | Ameritas Advisory Services LLC | 18,691 | $496K | 0.0% | -4.6% | 0.004% | |
4/25/2025 | IRON Financial LLC | 229,667 | $6.18M | 3.5% | -6.3% | 0.047% | |
4/25/2025 | Citizens National Bank Trust Department | 48,920 | $1.32M | 0.3% | -4.3% | 0.010% | |
4/25/2025 | L.K. Benson & Company P.C. | 44,199 | $1.19M | 0.8% | -15.9% | 0.009% | |
4/25/2025 | Almanack Investment Partners LLC. | 22,844 | $614K | 0.1% | -87.9% | 0.005% | |
4/24/2025 | Cornerstone Advisors Asset Management LLC | 10,275 | $276K | 0.1% | -4.0% | 0.002% | |
4/24/2025 | Decker Retirement Planning Inc. | 989 | $27K | 0.0% | -43.3% | 0.000% | |
4/24/2025 | TPG Advisors LLC | 8,022 | $216K | 0.2% | -7.2% | 0.002% | |
4/24/2025 | Carolina Wealth Advisors LLC | 795,006 | $21.38M | 11.5% | +0.6% | 0.162% | |
4/24/2025 | Money Concepts Capital Corp | 10,940 | $294K | 0.0% | N/A | 0.002% | |
4/24/2025 | ZynergyRetirementPlanningLLC | 416,115 | $10.75M | 7.6% | +103.2% | 0.085% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 12,933 | $348K | 0.0% | -6.3% | 0.003% | |
4/24/2025 | First Merchants Corp | 33,032 | $888K | 0.0% | -13.1% | 0.007% | |
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4/23/2025 | GenTrust LLC | 225,950 | $6.08M | 0.3% | -16.8% | 0.046% | |
4/23/2025 | Onyx Financial Advisors LLC | 7,731 | $208K | 0.1% | N/A | 0.002% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 52,329 | $1.41M | 0.1% | +2.9% | 0.011% | |
4/23/2025 | Sequoia Financial Advisors LLC | 10,463 | $281K | 0.0% | -83.0% | 0.002% | |
4/23/2025 | Pure Financial Advisors LLC | 1,318,150 | $35.45M | 0.7% | -3.9% | 0.269% | |
4/23/2025 | Perigon Wealth Management LLC | 84,765 | $2.28M | 0.1% | -6.3% | 0.017% | |
4/23/2025 | Inman Jager Wealth Management LLC | 8,490 | $228K | 0.2% | +8.5% | 0.002% | |
4/23/2025 | Mattern Wealth Management LLC | 12,000 | $323K | 0.1% | -31.1% | 0.002% | |
4/23/2025 | Global Assets Advisory LLC | 33,318 | $886K | 0.2% | +200.0% | 0.007% | |
4/23/2025 | Symmetry Partners LLC | 23,572 | $634K | 0.1% | -3.2% | 0.005% | |