8/1/2025 | Schmidt P J Investment Management Inc. | 78,025 | $8.73M | 1.5% | -0.7% | 0.174% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,631,843 | $182.64M | 0.1% | +2.6% | 3.643% | |
7/31/2025 | MN Wealth Advisors LLC | 226,009 | $25.30M | 14.7% | -16.5% | 0.504% | |
7/30/2025 | TFB Advisors LLC | 12,852 | $1.44M | 0.4% | -9.8% | 0.029% | |
7/30/2025 | Fingerlakes Wealth Management Inc. | 25,645 | $2.87M | 2.1% | +11.4% | 0.057% | |
7/30/2025 | Drive Wealth Management LLC | 132,922 | $14.88M | 3.3% | +18.1% | 0.297% | |
7/29/2025 | Private Trust Co. NA | 7,728 | $865K | 0.1% | -13.1% | 0.017% | |
7/29/2025 | Mattson Financial Services LLC | 24,680 | $2.76M | 0.7% | +36.3% | 0.055% | |
7/28/2025 | WealthPlan Investment Management LLC | 34,573 | $3.87M | 0.3% | N/A | 0.077% | |
7/28/2025 | Rosenberg Matthew Hamilton | 64,336 | $7.20M | 1.7% | +121.4% | 0.144% | |
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7/28/2025 | Mutual Advisors LLC | 4,713 | $544K | 0.0% | +16.6% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 3,555 | $398K | 0.0% | +3.7% | 0.008% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 6,195 | $693K | 0.0% | -11.8% | 0.014% | |
7/25/2025 | Sequoia Financial Advisors LLC | 2,522 | $282K | 0.0% | +18.9% | 0.006% | |
7/25/2025 | MGO One Seven LLC | 32,379 | $3.62M | 0.1% | N/A | 0.072% | |
7/25/2025 | CWM LLC | 119,721 | $13.40M | 0.0% | +131.7% | 0.267% | |
7/25/2025 | Richardson Financial Services Inc. | 6,358 | $711K | 0.5% | +6.7% | 0.014% | |
7/24/2025 | KFA Private Wealth Group LLC | 2,212 | $248K | 0.1% | N/A | 0.005% | |
7/24/2025 | JB Capital LLC | 1,959 | $219K | 0.0% | N/A | 0.004% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 441,230 | $49.38M | 1.6% | +60.1% | 0.985% | |
7/24/2025 | 3Chopt Investment Partners LLC | 42,242 | $4.73M | 1.1% | -13.5% | 0.094% | |
7/24/2025 | IFP Advisors Inc | 30,219 | $3.38M | 0.1% | +38.6% | 0.067% | |
7/24/2025 | Blair William & Co. IL | 467 | $52K | 0.0% | +678.3% | 0.001% | |
7/23/2025 | Clear Creek Financial Management LLC | 18,938 | $2.12M | 0.2% | +12.9% | 0.042% | |
7/23/2025 | Ignite Planners LLC | 14,793 | $1.68M | 0.2% | +7.5% | 0.033% | |
7/23/2025 | Fortis Advisors LLC | 2,053 | $230K | 0.1% | -33.4% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 12,666 | $1.42M | 0.1% | +3.2% | 0.028% | |
7/22/2025 | Sutton Place Investors LLC | 20,192 | $2.26M | 1.4% | +1.0% | 0.045% | |
7/22/2025 | Firethorn Wealth Partners LLC | 25,429 | $2.85M | 1.2% | +11.1% | 0.057% | |
7/21/2025 | Ascent Group LLC | 45,248 | $5.06M | 0.2% | +7.9% | 0.101% | |
7/18/2025 | Lockerman Financial Group Inc. | 26,442 | $2.96M | 4.0% | -8.6% | 0.059% | |
7/17/2025 | Janney Montgomery Scott LLC | 3,120,488 | $349.25M | 0.9% | -1.5% | 6.965% | |
7/17/2025 | Archford Capital Strategies LLC | 62,679 | $7.02M | 0.9% | -27.0% | 0.140% | |
7/17/2025 | Kelly Financial Services LLC | 4,255 | $476K | 0.1% | +6.6% | 0.009% | |
7/16/2025 | ORG Partners LLC | 25,649 | $2.87M | 0.6% | N/A | 0.057% | |
7/16/2025 | Blue Oak Capital LLC | 99,537 | $11.14M | 5.9% | -17.7% | 0.222% | |
7/16/2025 | Owen LaRue LLC | 4,880 | $546K | 0.2% | N/A | 0.011% | |
7/16/2025 | Perigon Wealth Management LLC | 402,511 | $45.05M | 1.1% | +0.5% | 0.898% | |
7/15/2025 | Well Done LLC | 1,947 | $218K | 0.0% | N/A | 0.004% | |
7/15/2025 | Kelly Financial Group LLC | 486,677 | $54.47M | 8.7% | +11.3% | 1.086% | |
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7/14/2025 | AdvisorNet Financial Inc | 21,851 | $2.45M | 0.2% | +15.1% | 0.049% | |
7/14/2025 | Park Avenue Securities LLC | 206,411 | $23.10M | 0.2% | -0.4% | 0.461% | |
7/11/2025 | Farther Finance Advisors LLC | 23,965 | $2.68M | 0.1% | -26.6% | 0.053% | |
7/11/2025 | Adirondack Trust Co. | 2,935 | $328K | 0.1% | +25.3% | 0.007% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 242 | $27K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,365 | $721K | 0.0% | -17.5% | 0.014% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 76,264 | $8.54M | 0.2% | -12.0% | 0.170% | |
7/8/2025 | Paladin Wealth LLC | 16,058 | $1.80M | 1.4% | -11.9% | 0.036% | |
7/8/2025 | Gradient Investments LLC | 581,991 | $65.14M | 1.2% | +3.1% | 1.299% | |
6/6/2025 | Blue Oak Capital LLC | 120,971 | $12.21M | 6.7% | -1.3% | 0.271% | |
5/27/2025 | Jacobi Capital Management LLC | 20,303 | $2.05M | 0.2% | -40.2% | 0.047% | |
5/22/2025 | Mattson Financial Services LLC | 18,109 | $1.83M | 0.5% | N/A | 0.042% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,879 | $694K | 0.0% | +22.9% | 0.016% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 78,581 | $7.93M | 1.5% | -0.3% | 0.181% | |
5/16/2025 | Ascent Group LLC | 41,927 | $4.23M | 0.2% | +7.2% | 0.097% | |
5/16/2025 | Goldman Sachs Group Inc. | 24,966 | $2.52M | 0.0% | -43.9% | 0.056% | |
5/16/2025 | Jones Financial Companies Lllp | 834,658 | $84.21M | 0.1% | +249,051.6% | 1.925% | |
5/16/2025 | NewEdge Advisors LLC | 439 | $44K | 0.0% | +462.8% | 0.001% | |
5/16/2025 | Integrated Wealth Concepts LLC | 82,460 | $8.32M | 0.1% | +78.1% | 0.190% | |
5/15/2025 | Royal Bank of Canada | 78,192 | $7.89M | 0.0% | +71.6% | 0.180% | |
5/15/2025 | Betterment LLC | 6,538 | $660K | 0.0% | -15.1% | 0.015% | |
5/14/2025 | Triad Wealth Partners LLC | 10,780 | $1.09M | 0.3% | N/A | 0.025% | |
5/14/2025 | CreativeOne Wealth LLC | 112,949 | $11.40M | 0.3% | +2.5% | 0.263% | |
5/14/2025 | WCG Wealth Advisors LLC | 10,713 | $1.08M | 0.1% | -9.3% | 0.025% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 976 | $98K | 0.0% | -33.9% | 0.002% | |
5/14/2025 | TFB Advisors LLC | 14,253 | $1.44M | 0.4% | +2.5% | 0.033% | |
5/14/2025 | Tradition Wealth Management LLC | 295,440 | $29.81M | 2.6% | +85.0% | 0.689% | |
5/13/2025 | Aptus Capital Advisors LLC | 42,102 | $4.25M | 0.0% | +50.5% | 0.098% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 11,918 | $1.20M | 0.1% | N/A | 0.028% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 1,373,141 | $138.54M | 3.6% | +13.6% | 3.201% | |
5/13/2025 | HighTower Advisors LLC | 9,908 | $1M | 0.0% | +17.9% | 0.023% | |
5/12/2025 | JPMorgan Chase & Co. | 4,430,698 | $447.01M | 0.0% | +6.6% | 10.328% | |
5/12/2025 | Townsquare Capital LLC | 47,543 | $4.80M | 0.1% | +103.4% | 0.111% | |
5/9/2025 | Cary Street Partners Investment Advisory LLC | 20,477 | $2.07M | 1.2% | +8.8% | 0.048% | |
5/9/2025 | Atria Wealth Solutions Inc. | 3,427 | $346K | 0.0% | -41.4% | 0.008% | |
5/9/2025 | Empower Advisory Group LLC | 3,172 | $320K | 0.0% | N/A | 0.007% | |
5/9/2025 | Bravias Capital Group LLC | 103,879 | $10.48M | 8.5% | +2.8% | 0.242% | |
5/8/2025 | IFG Advisory LLC | 179,714 | $18.13M | 1.0% | +0.1% | 0.419% | |
5/8/2025 | Hoxton Planning & Management LLC | 2,283 | $230K | 0.1% | N/A | 0.005% | |
5/8/2025 | NorthRock Partners LLC | 2,040 | $206K | 0.0% | N/A | 0.005% | |
5/7/2025 | N.E.W. Advisory Services LLC | 600 | $61K | 0.0% | N/A | 0.001% | |
5/7/2025 | LPL Financial LLC | 2,806,216 | $283.12M | 0.1% | +17.3% | 6.541% | |
5/7/2025 | Semus Wealth Partners LLC | 6,162 | $622K | 0.4% | +2.5% | 0.014% | |
5/7/2025 | Drive Wealth Management LLC | 112,547 | $11.36M | 2.7% | +40.1% | 0.262% | |
5/6/2025 | Assetmark Inc. | 518,070 | $52.27M | 0.1% | +0.7% | 1.208% | |
5/6/2025 | Cetera Investment Advisers | 359,063 | $36.23M | 0.1% | +34.0% | 0.837% | |
5/6/2025 | Richardson Financial Services Inc. | 5,958 | $601K | 0.5% | +30.5% | 0.014% | |
5/6/2025 | Ignite Planners LLC | 13,758 | $1.39M | 0.3% | +27.0% | 0.032% | |
5/5/2025 | Private Advisor Group LLC | 63,423 | $6.40M | 0.0% | -5.9% | 0.148% | |
5/5/2025 | Nwam LLC | 13,529 | $1.37M | 0.1% | -9.0% | 0.032% | |
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5/2/2025 | Shared Vision Wealth Group LLC | 3,019 | $305K | 0.2% | +16.7% | 0.007% | |
5/1/2025 | Florida Financial Advisors LLC | 105,715 | $10.67M | 4.2% | -9.9% | 0.246% | |
5/1/2025 | CWM LLC | 51,676 | $5.21M | 0.0% | +48.5% | 0.120% | |
5/1/2025 | Gateway Wealth Partners LLC | 27,555 | $2.78M | 0.6% | +32.1% | 0.064% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 23,023 | $2.32M | 2.0% | +4.1% | 0.054% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,590,203 | $160.44M | 0.1% | +26.1% | 3.707% | |
4/29/2025 | Sutton Place Investors LLC | 19,988 | $2.02M | 1.4% | +5.8% | 0.047% | |
4/29/2025 | World Investment Advisors | 4,603 | $464K | 0.0% | +35.9% | 0.011% | |
4/29/2025 | Wayfinding Financial LLC | 46,811 | $4.72M | 2.1% | +5.4% | 0.109% | |
4/29/2025 | Olde Wealth Management LLC | 9,237 | $931K | 0.3% | +12.5% | 0.022% | |