5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 5,720 | $414K | 0.1% | N/A | 0.004% | |
5/1/2025 | Bleakley Financial Group LLC | 10,794 | $782K | 0.0% | -63.6% | 0.007% | |
5/1/2025 | BHK Investment Advisors LLC | 58,657 | $4.25M | 1.8% | -5.4% | 0.037% | |
5/1/2025 | Ballentine Partners LLC | 335,746 | $24.33M | 0.4% | -3.1% | 0.214% | |
4/30/2025 | Cerity Partners LLC | 466,935 | $33.83M | 0.1% | +282.3% | 0.298% | |
4/30/2025 | Nisa Investment Advisors LLC | 94,000 | $6.81M | 0.0% | -44.4% | 0.060% | |
4/30/2025 | Cornerstone Planning Group LLC | 2,065 | $152K | 0.0% | +255.4% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 6,279 | $455K | 0.0% | +20.2% | 0.004% | |
4/30/2025 | Sharper & Granite LLC | 13,450 | $975K | 0.4% | -14.6% | 0.009% | |
4/30/2025 | Lincoln National Corp | 1,321,085 | $95.73M | 3.1% | +2.2% | 0.842% | |
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4/29/2025 | Cooksen Wealth LLC | 28,244 | $2.15M | 2.1% | -9.2% | 0.018% | |
4/29/2025 | TD Private Client Wealth LLC | 462 | $33K | 0.0% | -34.6% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 3,959,869 | $286.93M | 0.1% | -1.1% | 2.524% | |
4/29/2025 | Penserra Capital Management LLC | 224,925 | $16.30M | 0.3% | +14.1% | 0.143% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,442 | $974K | 0.0% | -2.9% | 0.009% | |
4/29/2025 | Bank of New York Mellon Corp | 22,447 | $1.63M | 0.0% | -5.4% | 0.014% | |
4/29/2025 | Truist Financial Corp | 2,023,870 | $146.65M | 0.2% | -2.1% | 1.290% | |
4/28/2025 | Money Design Co. Ltd. | 4,274 | $310K | 0.0% | -99.1% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 102,348 | $7.42M | 0.0% | +2.4% | 0.065% | |
4/28/2025 | Vontobel Holding Ltd. | 16,567 | $1.20M | 0.0% | -4.2% | 0.011% | |
4/25/2025 | Mather Group LLC. | 4,898,706 | $354.96M | 4.1% | +8.0% | 3.122% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 17,980 | $1.30M | 0.1% | -2.1% | 0.011% | |
4/25/2025 | WestEnd Advisors LLC | 4,000,019 | $289.84M | 7.7% | +0.7% | 2.549% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 111,517 | $8.08M | 0.0% | -0.6% | 0.071% | |
4/24/2025 | Transcend Capital Advisors LLC | 82,098 | $5.95M | 0.4% | +0.6% | 0.052% | |
4/24/2025 | Tanager Wealth Management LLP | 252,729 | $18.31M | 2.4% | -1.6% | 0.161% | |
4/23/2025 | GenTrust LLC | 1,118,993 | $81.08M | 3.9% | -0.4% | 0.713% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 403 | $29K | 0.0% | +85.7% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,998 | $290K | 0.0% | -6.0% | 0.003% | |
4/23/2025 | Phillips Wealth Planners LLC | 20,565 | $1.44M | 1.5% | +4.4% | 0.013% | |
4/23/2025 | Bessemer Group Inc. | 1,049 | $76K | 0.0% | -51.6% | 0.001% | |
4/23/2025 | Ledyard National Bank | 40,641 | $2.95M | 0.3% | -28.9% | 0.026% | |
4/23/2025 | Integris Wealth Management LLC | 92,604 | $6.71M | 1.9% | -1.7% | 0.059% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 90,208 | $6.54M | 1.3% | +1.3% | 0.057% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 65,107 | $4.72M | 0.0% | -13.3% | 0.041% | |
4/22/2025 | Atticus Wealth Management LLC | 3,252 | $236K | 0.1% | -11.5% | 0.002% | |
4/22/2025 | Garde Capital Inc. | 629,700 | $45.63M | 2.6% | -3.2% | 0.401% | |
4/21/2025 | Blue Trust Inc. | 147,565 | $10.69M | 0.1% | -6.5% | 0.094% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 15,203 | $1.10M | 0.0% | -33.8% | 0.010% | |
4/21/2025 | Harrell Investment Partners LLC | 13,228 | $959K | 0.3% | -49.6% | 0.008% | |
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4/21/2025 | MGO Private Wealth LLC | 83,390 | $6.04M | 4.3% | -0.8% | 0.053% | |
4/21/2025 | Beacon Capital Management LLC | 681 | $49K | 0.0% | N/A | 0.000% | |
4/18/2025 | Wolf Group Capital Advisors | 3,364 | $244K | 0.1% | -30.6% | 0.002% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 46,944 | $3.40M | 0.1% | -1.7% | 0.030% | |
4/17/2025 | Montecito Bank & Trust | 12,639 | $916K | 0.2% | -2.7% | 0.008% | |
4/17/2025 | Janney Montgomery Scott LLC | 3,956,398 | $286.68M | 0.8% | -3.7% | 2.522% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 47,086 | $3.41M | 0.1% | N/A | 0.030% | |
4/17/2025 | Family Wealth Partners LLC | 27,668 | $2.01M | 0.9% | -1.6% | 0.018% | |
4/16/2025 | Viewpoint Investment Partners Corp | 9,871 | $715K | 0.4% | N/A | 0.006% | |
4/16/2025 | Southland Equity Partners LLC | 3,647 | $264K | 0.1% | +4.3% | 0.002% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 30,135 | $2.18M | 0.0% | +62.5% | 0.019% | |
4/16/2025 | Salem Investment Counselors Inc. | 5,305 | $384K | 0.0% | -5.8% | 0.003% | |
4/15/2025 | Rockingstone Advisors LLC | 15,260 | $1.11M | 0.5% | +19.4% | 0.010% | |
4/15/2025 | Fiduciary Financial Group LLC | 11,428 | $780K | 0.2% | -4.0% | 0.007% | |
4/15/2025 | Simplicity Wealth LLC | 18,153 | $1.32M | 0.1% | N/A | 0.012% | |
4/14/2025 | Destiny Wealth Partners LLC | 5,037 | $365K | 0.1% | +37.5% | 0.003% | |
4/14/2025 | Park Avenue Securities LLC | 11,887 | $861K | 0.0% | -1.4% | 0.008% | |
4/14/2025 | Charter Oak Capital Management LLC | 20,744 | $1.50M | 0.1% | -9.2% | 0.013% | |
4/11/2025 | WealthBridge Investment Counsel Inc. | 35,320 | $2.56M | 0.9% | +20.1% | 0.023% | |
4/10/2025 | Chesley Taft & Associates LLC | 3,552 | $257K | 0.0% | N/A | 0.002% | |
4/10/2025 | Presilium Private Wealth LLC | 283,906 | $20.57M | 4.6% | -14.5% | 0.181% | |
4/10/2025 | Addis & Hill Inc | 185,914 | $13.47M | 9.4% | +11.3% | 0.118% | |
4/9/2025 | Moller Wealth Partners | 125,471 | $9.09M | 2.2% | +23.3% | 0.080% | |
4/8/2025 | Global Financial Private Client LLC | 16,619 | $1.20M | 0.5% | +15.7% | 0.011% | |
4/7/2025 | Efficient Frontier Advisors LLC | 4,977 | $361K | 0.2% | N/A | 0.003% | |
4/3/2025 | Collective Family Office LLC | 4,250 | $308K | 0.1% | -13.0% | 0.003% | |
4/2/2025 | Marcum Wealth LLC | 5,837 | $423K | 0.0% | +3.7% | 0.004% | |
3/18/2025 | CWC Advisors LLC. | 9,576 | $680K | 0.7% | +3.9% | 0.006% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 18,540 | $1.32M | 0.0% | -6.0% | 0.012% | |
2/26/2025 | Yoffe Investment Management LLC | 7,008 | $498K | 0.7% | N/A | 0.004% | |
2/26/2025 | LifeWealth Investments LLC | 5,134 | $365K | 0.2% | N/A | 0.003% | |
2/25/2025 | Garde Capital Inc. | 650,353 | $46.20M | 3.0% | -4.7% | 0.415% | |
2/21/2025 | Ascent Group LLC | 12,812 | $910K | 0.1% | -9.1% | 0.013% | |
2/19/2025 | Pinney & Scofield Inc. | 19,820 | $1.41M | 1.1% | N/A | 0.021% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 25,379 | $1.80M | 0.0% | -8.2% | 0.027% | |
2/17/2025 | Waverly Advisors LLC | 25,015 | $1.78M | 0.0% | N/A | 0.026% | |
2/17/2025 | Willis Johnson & Associates Inc. | 572,429 | $40.67M | 3.1% | +5.3% | 0.599% | |
2/17/2025 | Vident Advisory LLC | 41,127 | $2.92M | 0.1% | +23.7% | 0.043% | |
2/17/2025 | Squarepoint Ops LLC | 8,556 | $608K | 0.0% | N/A | 0.009% | |
2/17/2025 | Tolleson Wealth Management Inc. | 5,413 | $385K | 0.1% | -4.5% | 0.006% | |
2/17/2025 | TrinityPoint Wealth LLC | 111,565 | $7.93M | 1.1% | +7.2% | 0.117% | |
2/17/2025 | Royal Bank of Canada | 702,501 | $49.91M | 0.0% | +53.2% | 0.735% | |
2/17/2025 | Greenline Partners LLC | 252,751 | $17.96M | 2.5% | -0.1% | 0.265% | |
2/17/2025 | EP Wealth Advisors LLC | 1,548 | $110K | 0.0% | N/A | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 93,911 | $6.67M | 0.0% | +2.6% | 0.098% | |
2/17/2025 | Captrust Financial Advisors | 8,063 | $573K | 0.0% | +1.9% | 0.008% | |
2/17/2025 | Cardiff Park Advisors LLC | 36,989 | $2.63M | 0.2% | +0.6% | 0.039% | |
2/17/2025 | Cary Street Partners Financial LLC | 17,373 | $1.23M | 0.0% | N/A | 0.018% | |
2/17/2025 | Bank of America Corp DE | 5,540,946 | $393.63M | 0.0% | -4.0% | 5.800% | |
2/17/2025 | BNP Paribas Financial Markets | 141,400 | $10.05M | 0.0% | -34.4% | 0.148% | |
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2/17/2025 | Ameriprise Financial Inc. | 31,446 | $2.23M | 0.0% | -30.5% | 0.033% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 3,485 | $248K | 0.0% | -96.5% | 0.004% | |
2/14/2025 | Keel Point LLC | 26,280 | $1.87M | 0.1% | -3.4% | 0.028% | |
2/14/2025 | Jane Street Group LLC | 136,052 | $9.67M | 0.0% | -73.9% | 0.142% | |
2/14/2025 | Comerica Bank | 46,269 | $3.29M | 0.0% | -3.7% | 0.048% | |
2/14/2025 | Lido Advisors LLC | 5,040 | $358K | 0.0% | +63.1% | 0.005% | |
2/14/2025 | Northern Trust Corp | 55,960 | $3.98M | 0.0% | -15.6% | 0.059% | |
2/14/2025 | Johnson Financial Group Inc. | 4,200 | $305K | 0.0% | +82.6% | 0.004% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 30,974 | $2.22M | 0.0% | +15.8% | 0.032% | |
2/14/2025 | MGO One Seven LLC | 15,054 | $1.07M | 0.0% | +13.2% | 0.016% | |