4/30/2025 | Cerity Partners LLC | 899,523 | $23.73M | 0.0% | +0.4% | 2.373% | |
4/30/2025 | Phillips Financial Management LLC | 92,720 | $2.45M | 0.2% | -5.1% | 0.245% | |
4/30/2025 | Allworth Financial LP | 6,058 | $158K | 0.0% | -26.2% | 0.016% | |
4/30/2025 | Wealth Advisory Solutions LLC | 37,681 | $994K | 0.3% | -6.9% | 0.099% | |
4/30/2025 | Silverlake Wealth Management LLC | 8,284 | $219K | 0.1% | -4.4% | 0.022% | |
4/29/2025 | TD Private Client Wealth LLC | 4,405 | $116K | 0.0% | -23.8% | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 349,049 | $9.21M | 0.0% | -4.5% | 0.921% | |
4/29/2025 | Bank of New York Mellon Corp | 115,786 | $3.05M | 0.0% | -1.8% | 0.306% | |
4/29/2025 | OneDigital Investment Advisors LLC | 18,179 | $480K | 0.0% | -3.6% | 0.048% | |
4/29/2025 | Silver Oak Securities Incorporated | 10,753 | $282K | 0.0% | -4.8% | 0.028% | |
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4/28/2025 | Private Trust Co. NA | 3,073 | $81K | 0.0% | +35.4% | 0.008% | |
4/28/2025 | Detalus Advisors LLC | 9,608 | $253K | 0.1% | N/A | 0.025% | |
4/28/2025 | Rossby Financial LCC | 4,237 | $110K | 0.0% | N/A | 0.011% | |
4/25/2025 | Northwest Wealth Management LLC | 9,221 | $243K | 0.0% | N/A | 0.024% | |
4/23/2025 | Pure Financial Advisors LLC | 1,101,027 | $29.05M | 0.6% | -3.8% | 2.905% | |
4/23/2025 | Golden State Wealth Management LLC | 12,186 | $322K | 0.0% | +110.8% | 0.032% | |
4/23/2025 | Post Resch Tallon Group Inc. | 18,028 | $473K | 0.5% | -5.3% | 0.048% | |
4/23/2025 | Continuum Advisory LLC | 65,544 | $1.73M | 0.2% | +4.6% | 0.173% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,464 | $962K | 0.0% | -8.4% | 0.096% | |
4/22/2025 | Integrity Wealth Solutions LLC | 97,087 | $2.56M | 1.4% | -5.5% | 0.256% | |
4/22/2025 | Garde Capital Inc. | 113,259 | $2.99M | 0.2% | N/A | 0.299% | |
4/21/2025 | ERn Financial LLC | 235,098 | $6.20M | 1.0% | +1.9% | 0.620% | |
4/21/2025 | Silver Oak Securities Incorporated | 1,269,151 | $33.48M | 3.0% | +11,131.4% | 3.349% | |
4/17/2025 | Janney Montgomery Scott LLC | 72,873 | $1.92M | 0.0% | -54.5% | 0.192% | |
4/17/2025 | Prentice Wealth Management LLC | 16,849 | $444K | 0.1% | -95.1% | 0.048% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 24,006 | $633K | 0.0% | -16.4% | 0.068% | |
4/15/2025 | Braun Bostich & Associates Inc. | 8,634 | $228K | 0.2% | N/A | 0.024% | |
4/15/2025 | Wealthcare Capital Management LLC | 53,250 | $1.41M | 0.1% | +13.9% | 0.150% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 99,470 | $2.62M | 0.1% | +0.8% | 0.281% | |
4/14/2025 | Farther Finance Advisors LLC | 15,557 | $407K | 0.0% | +7,488.8% | 0.044% | |
4/11/2025 | Princeton Global Asset Management LLC | 2,957 | $78K | 0.0% | -14.4% | 0.008% | |
4/11/2025 | Ehrlich Financial Group | 49,692 | $1.31M | 1.0% | N/A | 0.140% | |
4/11/2025 | Insight Advisors LLC PA | 8,872 | $234K | 0.0% | -20.5% | 0.025% | |
4/11/2025 | Prosperity Planning Inc. | 7,826 | $206K | 0.1% | N/A | 0.022% | |
4/10/2025 | Charles Schwab Trust Co | 23,209 | $612K | 0.1% | +25.7% | 0.066% | |
4/10/2025 | ACT Advisors LLC. | 288,973 | $7.62M | 4.1% | N/A | 0.816% | |
4/10/2025 | KWB Wealth | 17,458 | $442K | 0.1% | -4.9% | 0.049% | |
4/10/2025 | Accel Wealth Management | 13,152 | $347K | 0.1% | -3.5% | 0.037% | |
4/9/2025 | ST Germain D J Co. Inc. | 80,982 | $2.14M | 0.1% | -22.0% | 0.229% | |
4/9/2025 | Flagstar Advisors Inc. | 37,414 | $987K | 0.3% | -41.7% | 0.106% | |
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4/9/2025 | SigFig Wealth Management LLC | 69,855 | $1.93M | 0.1% | -5.0% | 0.197% | |
4/8/2025 | Verde Capital Management | 107,324 | $2.83M | 0.8% | -1.0% | 0.303% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 28,699 | $726K | 0.0% | +15.6% | 0.081% | |
3/4/2025 | Comprehensive Money Management Services LLC | 9,044 | $229K | 0.2% | N/A | 0.026% | |
2/24/2025 | Great Valley Advisor Group Inc. | 333,303 | $8.44M | 0.2% | -15.2% | 0.947% | |
2/24/2025 | Ameriflex Group Inc. | 33,134 | $849K | 0.4% | N/A | 0.094% | |
2/18/2025 | GTS Securities LLC | 38,448 | $973K | 0.0% | N/A | 0.078% | |
2/18/2025 | Vise Technologies Inc. | 22,725 | $575K | 0.0% | +73.1% | 0.046% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 12,679 | $321K | 0.0% | -12.3% | 0.026% | |
2/18/2025 | Continuum Advisory LLC | 62,682 | $1.59M | 0.2% | +2.4% | 0.127% | |
2/18/2025 | Note Advisors LLC | 98,438 | $2.49M | 2.2% | N/A | 0.199% | |
2/18/2025 | Glen Eagle Advisors LLC | 11,503 | $291K | 0.0% | -16.0% | 0.023% | |
2/17/2025 | Waverly Advisors LLC | 15,047 | $381K | 0.0% | -28.2% | 0.030% | |
2/17/2025 | Stadion Money Management LLC | 759,521 | $19.22M | 1.5% | +0.3% | 1.537% | |
2/17/2025 | Napa Wealth Management | 10,581 | $268K | 0.1% | -50.3% | 0.021% | |
2/17/2025 | Greenline Partners LLC | 326,225 | $8.26M | 1.2% | -1.9% | 0.660% | |
2/17/2025 | CoreCap Advisors LLC | 12,566 | $318K | 0.0% | -5.1% | 0.025% | |
2/17/2025 | Cetera Investment Advisers | 77,644 | $1.97M | 0.0% | +0.6% | 0.157% | |
2/17/2025 | Cary Street Partners Financial LLC | 39,816 | $1.01M | 0.0% | N/A | 0.081% | |
2/17/2025 | Bank of America Corp DE | 1,181,354 | $29.90M | 0.0% | +68.1% | 2.391% | |
2/17/2025 | BIP Wealth LLC | 39,526 | $1M | 0.1% | +9.4% | 0.080% | |
2/17/2025 | Ameriprise Financial Inc. | 42,640 | $1.08M | 0.0% | -15.6% | 0.086% | |
2/14/2025 | Jane Street Group LLC | 21,878 | $554K | 0.0% | -74.0% | 0.044% | |
2/14/2025 | WealthCollab LLC | 2,756 | $70K | 0.0% | -67.4% | 0.006% | |
2/14/2025 | Gerber Kawasaki Wealth & Investment Management | 9,241 | $234K | 0.0% | -45.8% | 0.019% | |
2/14/2025 | Rinkey Investments | 88,831 | $2.25M | 0.7% | +2.1% | 0.180% | |
2/14/2025 | Capital Analysts LLC | 4,910 | $124K | 0.0% | -8.5% | 0.010% | |
2/14/2025 | Stifel Financial Corp | 11,363 | $288K | 0.0% | +5.6% | 0.023% | |
2/14/2025 | OneDigital Investment Advisors LLC | 18,859 | $477K | 0.0% | -30.4% | 0.038% | |
2/14/2025 | MML Investors Services LLC | 55,165 | $1.40M | 0.0% | -11.2% | 0.112% | |
2/13/2025 | NewEdge Advisors LLC | 17,323 | $438K | 0.0% | -17.1% | 0.035% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 30,890 | $782K | 0.9% | N/A | 0.063% | |
2/13/2025 | Mariner LLC | 59,651 | $1.51M | 0.0% | +61.4% | 0.121% | |
2/13/2025 | Keystone Financial Group | 17,425 | $441K | 0.0% | N/A | 0.035% | |
2/13/2025 | Aquire Wealth Advisors LLC | 215,418 | $5.45M | 1.7% | +5.9% | 0.436% | |
2/13/2025 | Raymond James Financial Inc. | 204,026 | $5.16M | 0.0% | N/A | 0.413% | |
2/13/2025 | Cerity Partners LLC | 895,945 | $22.68M | 0.0% | +0.8% | 1.814% | |
2/13/2025 | Envestnet Asset Management Inc. | 365,650 | $9.26M | 0.0% | -4.3% | 0.740% | |
2/13/2025 | Wells Fargo & Company MN | 286,553 | $7.25M | 0.0% | -3.1% | 0.580% | |
2/12/2025 | OneAscent Financial Services LLC | 7,912 | $200K | 0.0% | N/A | 0.016% | |
2/12/2025 | JPMorgan Chase & Co. | 14,243 | $360K | 0.0% | -48.6% | 0.029% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 114,116 | $2.89M | 0.0% | -6.2% | 0.231% | |
2/11/2025 | TIAA Trust National Association | 153,560 | $3.89M | 0.0% | +5.1% | 0.311% | |
2/11/2025 | LPL Financial LLC | 1,549,007 | $39.21M | 0.0% | +9.5% | 3.136% | |
2/11/2025 | SigFig Wealth Management LLC | 73,537 | $2.00M | 0.1% | -4.6% | 0.149% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 24,638 | $624K | 0.3% | -12.3% | 0.050% | |
2/10/2025 | Valtinson Bruner Financial Planning LLC | 18,439 | $467K | 0.2% | -29.5% | 0.037% | |
2/10/2025 | Hughes Financial Services LLC | 569,946 | $14.43M | 3.0% | N/A | 1.154% | |
2/10/2025 | Commonwealth Equity Services LLC | 32,479 | $822K | 0.0% | -16.4% | 0.066% | |
2/10/2025 | Phillips Financial Management LLC | 97,736 | $2.47M | 0.2% | -18.8% | 0.198% | |
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2/7/2025 | HighTower Advisors LLC | 17,510 | $443K | 0.0% | N/A | 0.035% | |
2/7/2025 | Global View Capital Management LLC | 44,364 | $1.12M | 0.4% | N/A | 0.090% | |
2/7/2025 | Independent Advisor Alliance | 41,872 | $1.06M | 0.0% | N/A | 0.085% | |
2/7/2025 | Efficient Advisors LLC | 12,354 | $313K | 0.0% | -17.9% | 0.025% | |
2/6/2025 | Raymond James Financial Inc. | 204,026 | $5.16M | 0.0% | N/A | 0.413% | |
2/6/2025 | Wealth Advisory Solutions LLC | 40,475 | $1.02M | 0.3% | +1.9% | 0.082% | |
2/6/2025 | Keybank National Association OH | 10,023 | $254K | 0.0% | +5.7% | 0.020% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 3,485,744 | $88.22M | 0.0% | -3.3% | 7.056% | |
2/6/2025 | Jones Financial Companies Lllp | 6,090 | $154K | 0.0% | +11.2% | 0.012% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 12,156 | $308K | 0.0% | N/A | 0.025% | |