5/12/2025 | Kohmann Bosshard Financial Services LLC | 234,302 | $21.22M | 2.5% | +3.7% | 0.022% | |
5/12/2025 | Tranquilli Financial Advisor LLC | 53,006 | $4.80M | 3.0% | +2.1% | 0.005% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 3,261,609 | $295.31M | 0.6% | -2.6% | 0.308% | |
5/12/2025 | Cypress Capital Group | 2,842 | $257K | 0.0% | -56.7% | 0.000% | |
5/12/2025 | Ballast Inc. | 4,185 | $379K | 0.1% | +14.7% | 0.000% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 36,540 | $3.31M | 1.5% | -1.2% | 0.003% | |
5/12/2025 | Meridian Wealth Management LLC | 10,978 | $994K | 0.0% | -22.9% | 0.001% | |
5/12/2025 | Motley Fool Wealth Management LLC | 11,486 | $1.04M | 0.1% | -14.7% | 0.001% | |
5/12/2025 | Paulson Wealth Management Inc. | 2,878 | $261K | 0.1% | -5.3% | 0.000% | |
5/12/2025 | First American Trust FSB | 42,467 | $3.85M | 0.4% | +26.2% | 0.004% | |
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5/12/2025 | SouthState Corp | 3,406 | $308K | 0.0% | +66.2% | 0.000% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 4,168 | $377K | 0.0% | -12.6% | 0.000% | |
5/12/2025 | Campion Asset Management | 75,538 | $6.84M | 5.3% | +1.1% | 0.007% | |
5/12/2025 | King Luther Capital Management Corp | 8,241 | $746K | 0.0% | -2.8% | 0.001% | |
5/12/2025 | Virtu Financial LLC | 34,450 | $3.12M | 0.2% | -87.3% | 0.003% | |
5/12/2025 | Biltmore Family Office LLC | 39,532 | $3.58M | 0.6% | +5.6% | 0.004% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 60,903 | $5.51M | 1.0% | +6.9% | 0.006% | |
5/12/2025 | Fiduciary Family Office LLC | 5,991 | $542K | 0.2% | N/A | 0.001% | |
5/12/2025 | True North Advisors LLC | 4,971 | $450K | 0.1% | -2.9% | 0.000% | |
5/12/2025 | JFG Wealth Management LLC | 58,719 | $5.32M | 1.2% | +8.6% | 0.006% | |
5/12/2025 | Johnson Financial Group LLC | 122,738 | $11.11M | 1.2% | -1.9% | 0.012% | |
5/12/2025 | Manhattan West Asset Management LLC | 31,201 | $2.83M | 0.7% | +5.2% | 0.003% | |
5/12/2025 | Benjamin Edwards Inc. | 4,247 | $385K | 0.0% | -3.0% | 0.000% | |
5/12/2025 | Covestor Ltd | 2,940 | $266K | 0.2% | +12.2% | 0.000% | |
5/12/2025 | JPMorgan Chase & Co. | 8,676,078 | $785.53M | 0.1% | -9.6% | 0.818% | |
5/12/2025 | Frank Rimerman Advisors LLC | 27,828 | $2.52M | 0.2% | -5.1% | 0.003% | |
5/12/2025 | ESL Trust Services LLC | 506 | $46K | 0.0% | -43.0% | 0.000% | |
5/12/2025 | First Western Trust Bank | 10,669 | $966K | 0.0% | -16.5% | 0.001% | |
5/12/2025 | Townsquare Capital LLC | 22,923 | $2.08M | 0.0% | -36.5% | 0.002% | |
5/12/2025 | FSA Wealth Partners Inc. | 9,567 | $866K | 0.3% | -4.1% | 0.001% | |
5/12/2025 | Truepoint Inc. | 21,713 | $1.97M | 0.1% | +4.8% | 0.002% | |
5/12/2025 | Savvy Advisors Inc. | 7,307 | $662K | 0.1% | +52.8% | 0.001% | |
5/12/2025 | Citigroup Inc. | 879,620 | $79.64M | 0.0% | +1,384.8% | 0.083% | |
5/12/2025 | AlphaCore Capital LLC | 731 | $66K | 0.0% | N/A | 0.000% | |
5/12/2025 | Bard Associates Inc. | 3,276 | $297K | 0.1% | +5.4% | 0.000% | |
5/12/2025 | WBH Advisory Inc. | 25,947 | $2.35M | 0.2% | -4.2% | 0.002% | |
5/12/2025 | Northwest Quadrant Wealth Management LLC | 68,133 | $6.17M | 1.4% | -6.1% | 0.006% | |
5/12/2025 | One Degree Advisors Inc | 40,934 | $3.71M | 1.5% | +31.5% | 0.004% | |
5/12/2025 | Ironwood Investment Counsel LLC | 6,685 | $605K | 0.1% | +16.7% | 0.001% | |
5/9/2025 | Northern Capital Management Inc. | 4,788 | $434K | 0.3% | +3.6% | 0.000% | |
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5/9/2025 | Headlands Technologies LLC | 2,598 | $235K | 0.0% | N/A | 0.000% | |
5/9/2025 | Blue Barn Wealth LLC | 11,878 | $1.08M | 0.6% | -1.7% | 0.001% | |
5/9/2025 | Altfest L J & Co. Inc. | 188,746 | $17.09M | 2.1% | +5.3% | 0.018% | |
5/9/2025 | VeraBank N.A. | 44,954 | $4.07M | 1.1% | +9.1% | 0.004% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 12,565 | $1.14M | 0.3% | -1.1% | 0.001% | |
5/9/2025 | Chicago Partners Investment Group LLC | 77,292 | $6.87M | 0.2% | -9.4% | 0.007% | |
5/9/2025 | Fairfield University | 207,520 | $18.79M | 9.6% | +1.0% | 0.020% | |
5/9/2025 | Elgethun Capital Management | 1,316 | $119K | 0.0% | +35.3% | 0.000% | |
5/9/2025 | Citizens Financial Group Inc. RI | 532,202 | $48.19M | 1.0% | -1.6% | 0.050% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 4,242 | $384K | 0.2% | +7.2% | 0.000% | |
5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 27,668 | $2.51M | 1.0% | -31.9% | 0.003% | |
5/9/2025 | Leeward Financial Partners LLC | 40,053 | $3.63M | 1.4% | +1,298.5% | 0.004% | |
5/9/2025 | Exencial Wealth Advisors LLC | 136,493 | $12.36M | 0.5% | +7.1% | 0.013% | |
5/9/2025 | Goldman Sachs Group Inc. | 4,696,203 | $425.19M | 0.1% | +33.5% | 0.443% | |
5/9/2025 | Cascade Wealth Advisors Inc | 2,500 | $214K | 0.1% | -40.3% | 0.000% | |
5/9/2025 | Endowment Wealth Management Inc. | 12,097 | $1.10M | 0.7% | -3.4% | 0.001% | |
5/9/2025 | Wealthspire Advisors LLC | 518,162 | $46.91M | 0.3% | +92.6% | 0.049% | |
5/9/2025 | Pine Ridge Advisers LLC | 50,188 | $4.54M | 0.4% | +1.0% | 0.005% | |
5/9/2025 | Associated Banc Corp | 124,846 | $11.30M | 0.3% | -8.6% | 0.012% | |
5/9/2025 | Topel & Distasi Wealth Management LLC | 7,269 | $658K | 0.3% | -13.6% | 0.001% | |
5/9/2025 | McClarren Financial Advisors Inc. | 2,558 | $232K | 0.2% | N/A | 0.000% | |
5/9/2025 | Atria Wealth Solutions Inc. | 263,278 | $23.84M | 0.3% | -30.4% | 0.025% | |
5/9/2025 | Empower Advisory Group LLC | 13,858,639 | $1.25B | 4.1% | +17.5% | 1.307% | |
5/9/2025 | Costello Asset Management INC | 1,333 | $121K | 0.0% | +122.2% | 0.000% | |
5/9/2025 | Aquire Wealth Advisors LLC | 22,959 | $2.08M | 0.6% | -1.0% | 0.002% | |
5/9/2025 | BCR Wealth Strategies LLC | 116,300 | $10.53M | 4.6% | +1.5% | 0.011% | |
5/9/2025 | Silver Coast Investments LLC | 77,052 | $6.98M | 2.6% | -2.0% | 0.007% | |
5/9/2025 | Earned Wealth Advisors LLC | 5,147 | $466K | 0.1% | +2.7% | 0.000% | |
5/9/2025 | Commonwealth Equity Services LLC | 729,831 | $66.08M | 0.1% | +0.2% | 0.069% | |
5/9/2025 | Blair William & Co. IL | 165,242 | $14.96M | 0.0% | -11.9% | 0.016% | |
5/9/2025 | Argent Trust Co | 10,810 | $979K | 0.0% | -6.9% | 0.001% | |
5/9/2025 | Avalon Trust Co | 4,526 | $410K | 0.0% | -14.4% | 0.000% | |
5/9/2025 | Manchester Capital Management LLC | 71,987 | $6.52M | 0.8% | -10.1% | 0.007% | |
5/9/2025 | Quantum Financial Planning Services Inc. | 4,708 | $426K | 0.2% | -15.2% | 0.000% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 16,923 | $1.53M | 0.7% | -2.0% | 0.002% | |
5/9/2025 | Liberty Wealth Management LLC | 8,751 | $792K | 0.0% | +5.7% | 0.001% | |
5/9/2025 | Aviso Wealth Management | 2,307 | $209K | 0.1% | -6.3% | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,220,747 | $110.53M | 0.1% | -5.3% | 0.115% | |
5/8/2025 | IFG Advisory LLC | 16,873 | $1.53M | 0.1% | -1.6% | 0.002% | |
5/8/2025 | Windward Private Wealth Management Inc. | 2,311 | $209K | 0.1% | -37.1% | 0.000% | |
5/8/2025 | UNIVEST FINANCIAL Corp | 9,099 | $824K | 0.1% | -73.8% | 0.001% | |
5/8/2025 | Hurlow Wealth Management Group Inc. | 159,703 | $14.46M | 4.5% | +4.8% | 0.015% | |
5/8/2025 | Glassman Wealth Services | 2,238 | $203K | 0.0% | +69.7% | 0.000% | |
5/8/2025 | Commerce Bank | 166,089 | $15.04M | 0.1% | -2.0% | 0.016% | |
5/8/2025 | MONECO Advisors LLC | 17,341 | $1.57M | 0.2% | -14.8% | 0.002% | |
5/8/2025 | Moors & Cabot Inc. | 3,130 | $283K | 0.0% | +6.8% | 0.000% | |
5/8/2025 | ProVise Management Group LLC | 4,486 | $406K | 0.0% | -2.9% | 0.000% | |
5/8/2025 | Jefferies Financial Group Inc. | 2,257 | $204K | 0.0% | -40.4% | 0.000% | |
5/8/2025 | Certified Advisory Corp | 5,670 | $513K | 0.1% | -13.2% | 0.001% | |
5/8/2025 | Bank of Jackson Hole Trust | 1,434 | $135K | 0.1% | -16.0% | 0.000% | |
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5/8/2025 | US Bancorp DE | 5,041,643 | $456.47M | 2.9% | -11.0% | 0.476% | |
5/8/2025 | Nicolet Advisory Services LLC | 11,453 | $946K | 0.1% | -13.8% | 0.001% | |
5/8/2025 | Invictus Private Wealth LLC | 4,975 | $450K | 0.0% | -3.8% | 0.000% | |
5/8/2025 | Pasadena Private Wealth LLC | 2,399 | $217K | 0.0% | -5.2% | 0.000% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 381,335 | $34.53M | 0.9% | +2.5% | 0.036% | |
5/8/2025 | Harbour Investments Inc. | 16,269 | $1.47M | 0.0% | -2.8% | 0.002% | |
5/8/2025 | HHM Wealth Advisors LLC | 279,595 | $25.32M | 3.4% | +5.3% | 0.026% | |
5/8/2025 | MGO One Seven LLC | 37,101 | $3.36M | 0.1% | +2.6% | 0.004% | |
5/8/2025 | Sound View Wealth Advisors Group LLC | 11,988 | $1.09M | 0.1% | +262.5% | 0.001% | |
5/8/2025 | Tillman Hartley LLC | 32,314 | $2.93M | 0.9% | -4.7% | 0.003% | |