5/2/2025 | Castlekeep Investment Advisors LLC | 185,702 | $13.04M | 6.7% | +135.9% | 0.051% | |
5/2/2025 | Dakota Wealth Management | 7,475 | $525K | 0.0% | +20.1% | 0.002% | |
5/2/2025 | Zeit Capital LLC | 207,953 | $14.60M | 11.2% | +1.0% | 0.058% | |
5/2/2025 | SBI Securities Co. Ltd. | 53,971 | $3.79M | 0.1% | +17.4% | 0.015% | |
5/2/2025 | Prepared Retirement Institute LLC | 4,297 | $302K | 0.2% | N/A | 0.001% | |
5/2/2025 | Sigma Planning Corp | 11,332 | $796K | 0.0% | N/A | 0.003% | |
5/1/2025 | BHK Investment Advisors LLC | 60,907 | $4.28M | 1.8% | -7.5% | 0.017% | |
5/1/2025 | CWM LLC | 4,637 | $326K | 0.0% | +70.2% | 0.001% | |
5/1/2025 | Bradley & Co. Private Wealth Management LLC | 9,095 | $639K | 0.4% | N/A | 0.003% | |
5/1/2025 | Q3 Asset Management | 137,841 | $9.68M | 6.6% | N/A | 0.038% | |
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5/1/2025 | Realta Investment Advisors | 2,562 | $180K | 0.1% | +994.9% | 0.001% | |
5/1/2025 | Ballentine Partners LLC | 545,560 | $38.30M | 0.7% | -7.2% | 0.151% | |
5/1/2025 | Fort Sheridan Advisors LLC | 5,714 | $401K | 0.1% | N/A | 0.002% | |
5/1/2025 | Roger Wittlin Investment Advisory LLC | 16,298 | $1.14M | 0.7% | -2.8% | 0.005% | |
5/1/2025 | WESPAC Advisors LLC | 22,644 | $1.59M | 1.3% | N/A | 0.006% | |
4/30/2025 | Seamount Financial Group Inc. | 8,331 | $585K | 0.4% | -9.5% | 0.002% | |
4/30/2025 | Burford Brothers Inc. | 4,918 | $345K | 0.2% | -20.4% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 658,913 | $46.26M | 0.1% | +170.2% | 0.182% | |
4/30/2025 | Axxcess Wealth Management LLC | 8,261 | $580K | 0.0% | +93.9% | 0.002% | |
4/30/2025 | Trek Financial LLC | 7,993 | $561K | 0.0% | N/A | 0.002% | |
4/30/2025 | M&T Bank Corp | 8,801 | $618K | 0.0% | +158.9% | 0.002% | |
4/30/2025 | Stratos Wealth Partners LTD. | 2,857 | $201K | 0.0% | N/A | 0.001% | |
4/30/2025 | Stratos Wealth Advisors LLC | 77,130 | $5.42M | 0.3% | +27.1% | 0.021% | |
4/30/2025 | Sierra Capital LLC | 150,760 | $10.59M | 1.3% | +0.6% | 0.042% | |
4/30/2025 | Brown Advisory Inc. | 7,647 | $537K | 0.0% | -20.2% | 0.002% | |
4/30/2025 | Sharper & Granite LLC | 42,428 | $2.98M | 1.2% | +3.1% | 0.012% | |
4/30/2025 | Lincoln National Corp | 1,297,023 | $91.06M | 2.9% | -3.8% | 0.359% | |
4/30/2025 | Interchange Capital Partners LLC | 3,600 | $253K | 0.1% | +14.0% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 15,730 | $1.10M | 0.0% | +45.2% | 0.004% | |
4/29/2025 | Richard Bernstein Advisors LLC | 3,226 | $226K | 0.0% | -22.3% | 0.001% | |
4/29/2025 | Cooksen Wealth LLC | 56,668 | $3.82M | 3.8% | +2.2% | 0.016% | |
4/29/2025 | Envestnet Asset Management Inc. | 202,413 | $14.21M | 0.0% | +63.3% | 0.056% | |
4/29/2025 | Penserra Capital Management LLC | 230,951 | $16.22M | 0.3% | +5.0% | 0.064% | |
4/29/2025 | Ifrah Financial Services Inc. | 3,602 | $253K | 0.1% | N/A | 0.001% | |
4/29/2025 | One Day In July LLC | 10,877 | $764K | 0.1% | -2.3% | 0.003% | |
4/29/2025 | Proffitt & Goodson Inc. | 540 | $38K | 0.0% | +203.4% | 0.000% | |
4/29/2025 | Quattro Financial Advisors LLC | 16,117 | $1.13M | 0.4% | N/A | 0.004% | |
4/29/2025 | Concurrent Investment Advisors LLC | 3,834 | $269K | 0.0% | N/A | 0.001% | |
4/29/2025 | Macroview Investment Management LLC | 3,970 | $279K | 0.3% | -11.5% | 0.001% | |
4/29/2025 | World Investment Advisors | 17,415 | $1.22M | 0.0% | -8.3% | 0.005% | |
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4/29/2025 | Sonata Capital Group Inc. | 6,969 | $489K | 0.2% | +50.2% | 0.002% | |
4/29/2025 | Catalyst Capital Advisors LLC | 108,039 | $7.59M | 0.2% | -8.9% | 0.030% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 9,362 | $657K | 0.0% | +39.9% | 0.003% | |
4/29/2025 | OneDigital Investment Advisors LLC | 95,538 | $6.71M | 0.1% | -7.4% | 0.026% | |
4/29/2025 | Checchi Capital Advisers LLC | 54,697 | $3.84M | 0.2% | +1,366.8% | 0.015% | |
4/28/2025 | Xcel Wealth Management LLC | 5,944 | $417K | 0.1% | +35.3% | 0.002% | |
4/28/2025 | Capstone Wealth Management Group LLC | 10,733 | $754K | 0.4% | N/A | 0.003% | |
4/28/2025 | Private Trust Co. NA | 19,877 | $1.40M | 0.1% | +19.4% | 0.006% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 5,184 | $364K | 0.2% | N/A | 0.001% | |
4/28/2025 | Pictet North America Advisors SA | 31,036 | $2.18M | 0.2% | -28.7% | 0.009% | |
4/28/2025 | Money Design Co. Ltd. | 1,630,811 | $114.50M | 5.7% | +35.7% | 0.452% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,256,415 | $88.21M | 0.9% | -8.8% | 0.348% | |
4/28/2025 | Vontobel Holding Ltd. | 32,373 | $2.27M | 0.0% | -9.5% | 0.009% | |
4/25/2025 | Mather Group LLC. | 2,385,075 | $167.46M | 1.9% | -34.2% | 0.661% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 195,223 | $13.71M | 0.2% | N/A | 0.054% | |
4/25/2025 | Red Door Wealth Management LLC | 3,121 | $219K | 0.0% | N/A | 0.001% | |
4/25/2025 | Westside Investment Management Inc. | 11,506 | $808K | 0.2% | +25.5% | 0.003% | |
4/25/2025 | Mmbg Investment Advisors CO. | 47,645 | $3.35M | 0.4% | -2.6% | 0.013% | |
4/25/2025 | Life Line Wealth Management LLC | 653,045 | $45.85M | 16.9% | N/A | 0.181% | |
4/25/2025 | Essex Financial Services Inc. | 10,312 | $724K | 0.1% | +7.4% | 0.003% | |
4/25/2025 | Joel Isaacson & Co. LLC | 5,584 | $392K | 0.0% | +5.8% | 0.002% | |
4/24/2025 | Bordeaux Wealth Advisors LLC | 106,285 | $7.46M | 1.4% | -5.8% | 0.029% | |
4/24/2025 | Sunbelt Securities Inc. | 7,354 | $516K | 0.0% | -5.5% | 0.002% | |
4/24/2025 | Crescent Grove Advisors LLC | 5,986 | $420K | 0.0% | +12.9% | 0.002% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 124,598 | $8.75M | 0.0% | +100.2% | 0.035% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 665,420 | $47.23M | 0.1% | +55.1% | 0.184% | |
4/24/2025 | Transcend Capital Advisors LLC | 2,891 | $203K | 0.0% | N/A | 0.001% | |
4/24/2025 | Diversified Trust Co | 4,218 | $296K | 0.0% | -30.1% | 0.001% | |
4/24/2025 | Tanager Wealth Management LLP | 363,504 | $25.52M | 3.3% | -0.1% | 0.101% | |
4/24/2025 | Primoris Wealth Advisors LLC | 54,003 | $3.79M | 2.9% | N/A | 0.015% | |
4/23/2025 | GenTrust LLC | 969,866 | $68.09M | 3.3% | +3.5% | 0.269% | |
4/23/2025 | Sequoia Financial Advisors LLC | 14,758 | $1.04M | 0.0% | +9.6% | 0.004% | |
4/23/2025 | Pure Financial Advisors LLC | 5,689 | $399K | 0.0% | N/A | 0.002% | |
4/23/2025 | SOL Capital Management CO | 20,900 | $1.47M | 0.2% | -6.9% | 0.006% | |
4/23/2025 | Perigon Wealth Management LLC | 6,781 | $476K | 0.0% | N/A | 0.002% | |
4/23/2025 | Bessemer Group Inc. | 307,486 | $21.59M | 0.0% | +13.7% | 0.085% | |
4/23/2025 | Spire Wealth Management | 11,371 | $798K | 0.0% | +4.5% | 0.003% | |
4/23/2025 | E&G Advisors LP | 30,512 | $2.14M | 0.6% | +9.7% | 0.008% | |
4/23/2025 | International Assets Investment Management LLC | 6,715 | $471K | 0.0% | +9.5% | 0.002% | |
4/23/2025 | Ledyard National Bank | 66,270 | $4.65M | 0.5% | -24.0% | 0.018% | |
4/23/2025 | Integris Wealth Management LLC | 190,018 | $13.34M | 3.8% | -3.5% | 0.053% | |
4/23/2025 | Consolidated Portfolio Review Corp | 8,831 | $620K | 0.1% | -12.7% | 0.002% | |
4/23/2025 | Asset Management One Co. Ltd. | 6,038,758 | $423.98M | 1.5% | +1.5% | 1.672% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 177,462 | $12.46M | 2.5% | -0.6% | 0.049% | |
4/23/2025 | Oppenheimer & Co. Inc. | 11,013 | $773K | 0.0% | +51.0% | 0.003% | |
4/23/2025 | Continuum Advisory LLC | 2,496 | $175K | 0.0% | -23.7% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 36,898 | $2.59M | 0.0% | +37.0% | 0.010% | |
4/22/2025 | Genesee Capital Advisors LLC | 20,352 | $1.43M | 0.7% | N/A | 0.006% | |
4/22/2025 | Integrity Wealth Solutions LLC | 3,253 | $228K | 0.1% | N/A | 0.001% | |
4/22/2025 | FSC Wealth Advisors LLC | 150,406 | $10.56M | 6.9% | N/A | 0.042% | |
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4/22/2025 | Garde Capital Inc. | 1,001,447 | $70.31M | 4.0% | -4.6% | 0.277% | |
4/22/2025 | Mayport LLC | 6,693 | $470K | 0.1% | -2.7% | 0.002% | |
4/22/2025 | PFG Investments LLC | 4,509 | $317K | 0.0% | N/A | 0.001% | |
4/22/2025 | Evanson Asset Management LLC | 30,430 | $2.14M | 0.2% | -1.6% | 0.008% | |
4/22/2025 | Advisor Resource Council | 187,435 | $12.76M | 1.0% | N/A | 0.052% | |
4/22/2025 | DMKC Advisory Services LLC | 8,225 | $577K | 0.5% | +47.7% | 0.002% | |
4/21/2025 | L.M. Kohn & Company | 6,639 | $466K | 0.1% | N/A | 0.002% | |
4/21/2025 | Osborne Partners Capital Management LLC | 491,742 | $34.53M | 2.0% | -1.0% | 0.136% | |
4/21/2025 | OLD Second National Bank of Aurora | 171,207 | $12.02M | 2.8% | -4.1% | 0.047% | |
4/21/2025 | River Street Advisors LLC | 47,819 | $3.36M | 1.7% | -12.2% | 0.013% | |