4/30/2025 | Cerity Partners LLC | 122,102 | $13.56M | 0.0% | +24.6% | 0.096% | |
4/30/2025 | Phillips Financial Management LLC | 43,982 | $4.89M | 0.4% | -9.5% | 0.034% | |
4/30/2025 | DMC Group LLC | 6,932 | $770K | 0.6% | -1.8% | 0.005% | |
4/30/2025 | Narus Financial Partners LLC | 2,058 | $229K | 0.1% | N/A | 0.002% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 591 | $66K | 0.0% | N/A | 0.000% | |
4/30/2025 | Allworth Financial LP | 17,493 | $1.92M | 0.0% | -20.8% | 0.014% | |
4/30/2025 | Quotient Wealth Partners LLC | 401,066 | $44.55M | 1.4% | +1.6% | 0.314% | |
4/30/2025 | Rehmann Capital Advisory Group | 3,657 | $406K | 0.0% | -14.8% | 0.003% | |
4/30/2025 | Principal Securities Inc. | 63,512 | $6.77M | 0.2% | +0.4% | 0.050% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 86,365 | $9.59M | 2.0% | -2.0% | 0.068% | |
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4/30/2025 | Optimum Investment Advisors | 2,309 | $257K | 0.1% | +9.3% | 0.002% | |
4/30/2025 | Trek Financial LLC | 30,091 | $3.34M | 0.2% | +1.4% | 0.024% | |
4/30/2025 | Personal CFO Solutions LLC | 4,005 | $445K | 0.1% | +10.0% | 0.003% | |
4/30/2025 | M&T Bank Corp | 40,746 | $4.53M | 0.0% | -9.3% | 0.032% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,155 | $684K | 0.0% | -36.8% | 0.005% | |
4/30/2025 | Stratos Wealth Advisors LLC | 4,128 | $459K | 0.0% | -55.8% | 0.003% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 2,949 | $328K | 0.1% | -7.5% | 0.002% | |
4/30/2025 | Sigma Investment Counselors Inc. | 28,203 | $3.13M | 0.2% | -20.6% | 0.022% | |
4/30/2025 | Brown Advisory Inc. | 2,621 | $291K | 0.0% | -58.4% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 8,465 | $940K | 0.0% | +10.4% | 0.007% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 3,596 | $399K | 0.0% | -57.0% | 0.003% | |
4/30/2025 | Gibraltar Capital Management Inc. | 17,205 | $1.91M | 0.4% | N/A | 0.013% | |
4/29/2025 | Fairway Wealth LLC | 12,722 | $1.41M | 0.4% | +19.8% | 0.010% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 16,387 | $1.82M | 0.4% | -0.6% | 0.013% | |
4/29/2025 | TD Private Client Wealth LLC | 16,886 | $1.88M | 0.1% | +4.0% | 0.013% | |
4/29/2025 | Envestnet Asset Management Inc. | 2,161,741 | $240.15M | 0.1% | +7.0% | 1.693% | |
4/29/2025 | Fund Evaluation Group LLC | 6,827 | $758K | 0.0% | +22.1% | 0.005% | |
4/29/2025 | Penserra Capital Management LLC | 239,975 | $26.66M | 0.5% | N/A | 0.188% | |
4/29/2025 | Financial Architects LLC | 4,985 | $554K | 0.4% | -4.0% | 0.004% | |
4/29/2025 | Pure Portfolios Holdings LLC | 14,164 | $1.57M | 0.6% | -7.2% | 0.011% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,003 | $778K | 0.0% | +85.5% | 0.005% | |
4/29/2025 | Bank of New York Mellon Corp | 376,852 | $41.87M | 0.0% | +2.6% | 0.295% | |
4/29/2025 | World Investment Advisors | 3,323 | $369K | 0.0% | +40.5% | 0.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,012 | $335K | 0.0% | +45.1% | 0.002% | |
4/29/2025 | Pacific Life Fund Advisors LLC | 200,442 | $22.27M | 2.5% | -9.2% | 0.157% | |
4/29/2025 | Brookstone Capital Management | 13,040 | $1.45M | 0.0% | -12.3% | 0.010% | |
4/29/2025 | OneDigital Investment Advisors LLC | 62,529 | $6.95M | 0.1% | -12.3% | 0.049% | |
4/29/2025 | Silver Oak Securities Incorporated | 5,667 | $627K | 0.1% | -5.4% | 0.004% | |
4/29/2025 | Courage Miller Partners LLC | 6,675 | $742K | 0.3% | -60.5% | 0.005% | |
4/29/2025 | Aviance Capital Partners LLC | 9,068 | $1.01M | 0.1% | +1.5% | 0.007% | |
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4/29/2025 | Sterling Financial Planning Inc. | 15,876 | $1.76M | 0.6% | -36.5% | 0.012% | |
4/28/2025 | D.A. Davidson & CO. | 90,225 | $10.02M | 0.1% | +3.8% | 0.071% | |
4/28/2025 | Mutual Advisors LLC | 18,741 | $2.06M | 0.1% | -2.0% | 0.015% | |
4/28/2025 | Axis Wealth Partners LLC | 3,401 | $378K | 0.3% | N/A | 0.003% | |
4/28/2025 | First Horizon Advisors Inc. | 49,648 | $5.52M | 0.2% | -3.9% | 0.039% | |
4/28/2025 | Latitude Advisors LLC | 4,708 | $523K | 0.3% | -9.6% | 0.004% | |
4/28/2025 | Strategic Financial Concepts LLC | 25,419 | $2.82M | 0.5% | -2.5% | 0.020% | |
4/28/2025 | Private Trust Co. NA | 1,677 | $186K | 0.0% | -11.4% | 0.001% | |
4/28/2025 | Physician Wealth Advisors Inc. | 276 | $31K | 0.0% | -53.3% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 4,417 | $491K | 0.0% | +6.3% | 0.003% | |
4/28/2025 | FSM Wealth Advisors LLC | 3,864 | $429K | 0.1% | N/A | 0.003% | |
4/28/2025 | Coastline Trust Co | 2,665 | $296K | 0.0% | +35.2% | 0.002% | |
4/28/2025 | Klingenstein Fields & Co. LP | 8,000 | $889K | 0.0% | N/A | 0.006% | |
4/28/2025 | Keybank National Association OH | 592,317 | $65.80M | 0.3% | +1.4% | 0.464% | |
4/28/2025 | Rossby Financial LCC | 277 | $30K | 0.0% | N/A | 0.000% | |
4/28/2025 | Money Design Co. Ltd. | 484,389 | $53.81M | 2.7% | +27.0% | 0.379% | |
4/28/2025 | Red Lighthouse Investment Management LLC | 727 | $78K | 0.0% | +106.5% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 3,288 | $365K | 0.0% | +10.2% | 0.003% | |
4/28/2025 | Vontobel Holding Ltd. | 17,179 | $1.91M | 0.0% | -1.9% | 0.013% | |
4/25/2025 | Mather Group LLC. | 1,015 | $113K | 0.0% | -13.4% | 0.001% | |
4/25/2025 | Lodestar Private Asset Management LLC | 37,939 | $4.22M | 0.5% | +3.7% | 0.030% | |
4/25/2025 | Cypress Capital LLC | 172,645 | $19.18M | 5.5% | -2.2% | 0.135% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 328 | $36K | 0.0% | N/A | 0.000% | |
4/25/2025 | New Millennium Group LLC | 497 | $55K | 0.0% | +6,112.5% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 12,293 | $1.37M | 0.1% | +6.7% | 0.010% | |
4/25/2025 | WASHINGTON TRUST Co | 18,151 | $2.02M | 0.1% | -28.9% | 0.014% | |
4/25/2025 | Perissos Private Wealth Management LLC | 14,855 | $1.65M | 1.5% | +10.7% | 0.012% | |
4/25/2025 | Arbor Investment Advisors LLC | 308,276 | $34.25M | 4.7% | +4.6% | 0.241% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 6,979 | $775K | 0.1% | -7.1% | 0.005% | |
4/25/2025 | Ameritas Advisory Services LLC | 8,646 | $942K | 0.0% | -4.4% | 0.007% | |
4/25/2025 | Northwest Wealth Management LLC | 9,252 | $1.03M | 0.2% | -8.4% | 0.007% | |
4/25/2025 | Monument Capital Management | 52,993 | $5.89M | 1.8% | N/A | 0.041% | |
4/25/2025 | Shilanski & Associates Inc. | 87,253 | $9.69M | 3.0% | +3.2% | 0.068% | |
4/25/2025 | Sovran Advisors LLC | 3,288 | $358K | 0.0% | -25.7% | 0.003% | |
4/25/2025 | Westfuller Advisors LLC | 6,909 | $768K | 0.5% | -3.3% | 0.005% | |
4/25/2025 | Parker Financial LLC | 4,524 | $503K | 0.2% | -24.8% | 0.004% | |
4/25/2025 | Sterling Investment Advisors LLC ADV | 50,536 | $5.61M | 3.2% | +4.3% | 0.040% | |
4/25/2025 | Corepath Wealth Partners LLC | 5,397 | $588K | 0.6% | -1.9% | 0.004% | |
4/24/2025 | Golden State Wealth Management LLC | 237 | $26K | 0.0% | +295.0% | 0.000% | |
4/24/2025 | CWC Advisors LLC. | 8,962 | $996K | 0.6% | +1.4% | 0.007% | |
4/24/2025 | Sunbelt Securities Inc. | 829 | $92K | 0.0% | -56.1% | 0.001% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 97,792 | $10.82M | 0.0% | -2.0% | 0.077% | |
4/24/2025 | Money Concepts Capital Corp | 36,252 | $4.03M | 0.3% | -0.5% | 0.028% | |
4/24/2025 | Bull Street Advisors LLC | 21,678 | $2.41M | 1.2% | -7.1% | 0.017% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 6,473 | $719K | 0.1% | -1.5% | 0.005% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 27,523 | $3.06M | 0.0% | -0.4% | 0.022% | |
4/24/2025 | Trust Co. of Vermont | 6,319 | $702K | 0.0% | -7.9% | 0.005% | |
4/24/2025 | Family Investment Center Inc. | 2,143 | $238K | 0.1% | -22.5% | 0.002% | |
4/24/2025 | Park Place Capital Corp | 12,524 | $1.39M | 0.4% | +53.9% | 0.010% | |
4/24/2025 | Stone Summit Wealth LLC | 22,074 | $2.45M | 0.8% | +14.2% | 0.017% | |
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4/23/2025 | GenTrust LLC | 232,756 | $25.86M | 1.2% | +9.9% | 0.182% | |
4/23/2025 | TI Trust Inc. | 22,352 | $2.48M | 1.6% | +1.7% | 0.018% | |
4/23/2025 | Balefire LLC | 2,382 | $265K | 0.1% | N/A | 0.002% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 613 | $68K | 0.0% | -41.1% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 7,938 | $882K | 0.0% | -8.6% | 0.006% | |
4/23/2025 | Pure Financial Advisors LLC | 139,267 | $15.47M | 0.3% | -8.6% | 0.109% | |
4/23/2025 | Perigon Wealth Management LLC | 21,562 | $2.40M | 0.1% | -8.3% | 0.017% | |
4/23/2025 | White Pine Investment CO | 82,065 | $9.12M | 2.5% | +4.8% | 0.064% | |
4/23/2025 | Tyche Wealth Partners LLC | 5,240 | $582K | 0.1% | +4.5% | 0.004% | |
4/23/2025 | Pinnacle Bancorp Inc. | 2,021 | $225K | 0.1% | -27.2% | 0.002% | |