4/2/2025 | Marcum Wealth LLC | 134,710 | $3.48M | 0.3% | +8.1% | 0.132% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 12,778 | $314K | 0.0% | +3.9% | 0.013% | |
3/7/2025 | Aegis Wealth Management LLC | 19,565 | $480K | 0.3% | N/A | 0.020% | |
2/26/2025 | Discipline Wealth Solutions LLC | 286,879 | $7.04M | 3.3% | +14.6% | 0.445% | |
2/26/2025 | Ballentine Capital Advisors Inc | 482,413 | $11.85M | 6.1% | +1.1% | 0.749% | |
2/21/2025 | Vermillion Wealth Management Inc. | 13,603 | $334K | 0.2% | N/A | 0.021% | |
2/19/2025 | Pinney & Scofield Inc. | 88,439 | $2.17M | 1.7% | N/A | 0.137% | |
2/18/2025 | McMill Wealth Management | 111,121 | $2.73M | 1.1% | N/A | 0.173% | |
2/18/2025 | GTS Securities LLC | 18,979 | $466K | 0.0% | N/A | 0.029% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 108,644 | $2.67M | 0.0% | +8.9% | 0.169% | |
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2/17/2025 | Vance Wealth LLC | 42,279 | $1.04M | 0.4% | +14.7% | 0.066% | |
2/17/2025 | Waverly Advisors LLC | 185,812 | $4.56M | 0.1% | +51.1% | 0.289% | |
2/17/2025 | Focus Partners Wealth | 289,574 | $7.11M | 0.0% | +15.2% | 0.450% | |
2/17/2025 | Bank of America Corp DE | 34,367 | $844K | 0.0% | +21.7% | 0.053% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 136,135 | $3.34M | 0.0% | -35.1% | 0.211% | |
2/14/2025 | Jane Street Group LLC | 123,436 | $3.03M | 0.0% | +24.3% | 0.192% | |
2/14/2025 | Rehmann Capital Advisory Group | 8,301 | $204K | 0.0% | N/A | 0.013% | |
2/14/2025 | Navigoe LLC | 126,921 | $3.12M | 3.0% | N/A | 0.197% | |
2/14/2025 | Beacon Pointe Advisors LLC | 250,276 | $6.15M | 0.1% | +1.6% | 0.389% | |
2/14/2025 | Betterment LLC | 103,649 | $2.55M | 0.0% | +11.8% | 0.161% | |
2/14/2025 | Capital Analysts LLC | 27,746 | $681K | 0.0% | +17.1% | 0.043% | |
2/14/2025 | WPWealth LLP | 30,027 | $737K | 0.2% | +94.8% | 0.047% | |
2/14/2025 | MML Investors Services LLC | 132,548 | $3.26M | 0.0% | +2.5% | 0.206% | |
2/14/2025 | Freedom Investment Management Inc. | 8,652 | $212K | 0.0% | +5.1% | 0.013% | |
2/14/2025 | Forum Financial Management LP | 1,167,811 | $28.68M | 0.5% | +46.1% | 1.813% | |
2/13/2025 | Tobias Financial Advisors Inc. | 343,041 | $8.42M | 1.7% | +14.7% | 0.533% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 64,044 | $1.57M | 0.5% | -8.2% | 0.099% | |
2/13/2025 | Family Office Research LLC | 8,258 | $203K | 0.1% | N/A | 0.013% | |
2/13/2025 | Bank of Montreal Can | 1,123,630 | $27.59M | 0.0% | +7.5% | 1.745% | |
2/13/2025 | Cerity Partners LLC | 455,782 | $11.19M | 0.0% | +6.7% | 0.708% | |
2/13/2025 | Ritter Daniher Financial Advisory LLC DE | 160,027 | $3.93M | 1.1% | N/A | 0.248% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,649,029 | $40.49M | 0.0% | +6.8% | 2.561% | |
2/12/2025 | Wescott Financial Advisory Group LLC | 1,234,291 | $30.31M | 3.1% | +2.0% | 1.917% | |
2/12/2025 | Martin Worley Group | 102,129 | $2.51M | 1.6% | N/A | 0.159% | |
2/12/2025 | Perritt Capital Management Inc | 318,459 | $7.82M | 4.1% | +2.7% | 0.495% | |
2/12/2025 | OLD Mission Capital LLC | 291,122 | $7.15M | 0.1% | -19.5% | 0.452% | |
2/12/2025 | Riggs Capital Management LLC | 19,348 | $475K | 0.5% | N/A | 0.030% | |
2/12/2025 | CIBC Private Wealth Group LLC | 3,176 | $77K | 0.0% | N/A | 0.005% | |
2/12/2025 | Joseph Group Capital Management | 8,957 | $220K | 0.1% | +179.0% | 0.014% | |
2/12/2025 | Orion Portfolio Solutions LLC | 92,455 | $2.27M | 0.0% | +0.4% | 0.144% | |
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2/12/2025 | Broadway Wealth Solutions Inc. | 105,150 | $2.58M | 2.0% | N/A | 0.163% | |
2/12/2025 | JPMorgan Chase & Co. | 274,363 | $6.74M | 0.0% | +613.7% | 0.426% | |
2/12/2025 | Aire Advisors LLC | 425,150 | $10.44M | 2.1% | +6.6% | 0.660% | |
2/12/2025 | Ariadne Wealth Management LP | 99,836 | $2.56M | 1.2% | +17.7% | 0.155% | |
2/11/2025 | Prospect Financial Group LLC | 61,559 | $1.51M | 1.9% | N/A | 0.096% | |
2/11/2025 | TAGStone Capital Inc. | 9,128 | $224K | 0.1% | N/A | 0.014% | |
2/11/2025 | Jackson Thornton Wealth Management LLC | 44,475 | $1.09M | 0.1% | +37.6% | 0.069% | |
2/11/2025 | Clune & Associates LTD. | 220,254 | $5.41M | 1.8% | N/A | 0.342% | |
2/11/2025 | LPL Financial LLC | 157,394 | $3.87M | 0.0% | +12.5% | 0.244% | |
2/11/2025 | Elevate Wealth Advisory Inc. | 11,130 | $273K | 0.2% | +104.2% | 0.017% | |
2/10/2025 | Dopkins Wealth Management LLC | 23,773 | $584K | 0.3% | N/A | 0.037% | |
2/10/2025 | Corient Private Wealth LLC | 3,819,264 | $93.78M | 0.2% | -4.9% | 5.931% | |
2/10/2025 | Natixis Advisors LLC | 44,884 | $1.10M | 0.0% | +72.0% | 0.070% | |
2/10/2025 | IAG Wealth Partners LLC | 94,128 | $2.31M | 0.4% | +11.1% | 0.146% | |
2/10/2025 | Tillman Hartley LLC | 326,636 | $8.02M | 2.3% | +6.8% | 0.507% | |
2/10/2025 | EverSource Wealth Advisors LLC | 28,370 | $697K | 0.0% | +167.6% | 0.044% | |
2/7/2025 | Sequoia Financial Advisors LLC | 137,156 | $3.37M | 0.0% | +4.0% | 0.213% | |
2/7/2025 | PFG Advisors | 52,856 | $1.30M | 0.1% | +9.8% | 0.082% | |
2/7/2025 | HighTower Advisors LLC | 44,257 | $1.09M | 0.0% | +109.9% | 0.069% | |
2/7/2025 | Sollinda Capital Management LLC | 10,349 | $254K | 0.1% | N/A | 0.016% | |
2/7/2025 | Tortoise Investment Management LLC | 13,037 | $320K | 0.0% | +98.2% | 0.020% | |
2/7/2025 | Efficient Advisors LLC | 1,039,443 | $25.52M | 1.6% | +10.0% | 1.614% | |
2/7/2025 | Tilson Financial Group Inc. | 138,278 | $3.40M | 1.4% | +7.0% | 0.215% | |
2/7/2025 | Pillar Financial Advisors LLC | 4,336 | $106K | 0.1% | N/A | 0.007% | |
2/7/2025 | Rialto Wealth Management LLC | 16,526 | $406K | 0.1% | N/A | 0.026% | |
2/7/2025 | Larson Financial Group LLC | 464,498 | $11.41M | 0.6% | -7.5% | 0.721% | |
2/7/2025 | PNC Financial Services Group Inc. | 7,302 | $179K | 0.0% | +567.5% | 0.011% | |
2/6/2025 | Disciplined Investments LLC | 153,089 | $3.76M | 1.9% | +5.8% | 0.238% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 10,315 | $253K | 0.0% | +4.0% | 0.016% | |
2/6/2025 | Kelly Financial Group LLC | 262,054 | $6.44M | 2.2% | N/A | 0.407% | |
2/6/2025 | Mission Wealth Management LP | 17,577 | $432K | 0.0% | N/A | 0.027% | |
2/6/2025 | Alesco Advisors LLC | 327,408 | $8.04M | 0.3% | +14.1% | 0.508% | |
2/6/2025 | Jones Financial Companies Lllp | 17,716,121 | $435.02M | 0.4% | -20.1% | 27.510% | |
2/6/2025 | Modera Wealth Management LLC | 22,274 | $547K | 0.0% | -68.8% | 0.035% | |
2/5/2025 | Motco | 5,904 | $145K | 0.0% | N/A | 0.009% | |
2/4/2025 | Provident Wealth Management LLC | 49,802 | $1.22M | 0.4% | -6.0% | 0.077% | |
2/4/2025 | Schoolcraft Capital LLC | 137,960 | $3.39M | 0.7% | +7.4% | 0.214% | |
2/4/2025 | Addison Advisors LLC | 180,880 | $4.44M | 1.2% | +7.9% | 0.281% | |
2/4/2025 | Allodium Investment Consultants LLC | 240,807 | $5.91M | 4.9% | N/A | 0.374% | |
2/4/2025 | Forvis Mazars Wealth Advisors LLC | 342,119 | $8.40M | 0.2% | -8.6% | 0.531% | |
2/4/2025 | Elwood & Goetz Wealth Advisory Group LLC | 34,470 | $846K | 0.2% | +19.2% | 0.054% | |
2/4/2025 | Wealthspire Advisors LLC | 14,640 | $359K | 0.0% | N/A | 0.023% | |
2/3/2025 | Wealth Management Nebraska | 390,150 | $9.58M | 1.7% | N/A | 0.606% | |
2/3/2025 | Timonier Family Office LTD. | 204,939 | $5.03M | 2.6% | N/A | 0.318% | |
2/3/2025 | Abacus Planning Group Inc. | 232,397 | $5.71M | 1.0% | +13.8% | 0.361% | |
2/3/2025 | Private Advisor Group LLC | 84,032 | $2.06M | 0.0% | +29.5% | 0.130% | |
2/3/2025 | Vista Capital Partners Inc. | 36,382 | $893K | 0.1% | +13.1% | 0.056% | |
1/30/2025 | Allworth Financial LP | 236,505 | $5.90M | 0.0% | +2,323.0% | 0.367% | |
1/30/2025 | Principal Securities Inc. | 12,165 | $299K | 0.0% | -10.9% | 0.019% | |
1/30/2025 | Maryland Capital Advisors Inc. | 49,384 | $1.21M | 0.6% | +34.6% | 0.077% | |
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1/30/2025 | Blue Trust Inc. | 70,399 | $1.73M | 0.0% | +70.2% | 0.109% | |
1/30/2025 | Squire Investment Management Company LLC | 24,962 | $613K | 0.3% | +18.7% | 0.039% | |
1/30/2025 | Root Financial Partners LLC | 505,121 | $12.40M | 1.5% | +32.6% | 0.784% | |
1/29/2025 | Morris Financial Concepts Inc. | 101,318 | $2.49M | 1.1% | +13.8% | 0.157% | |
1/29/2025 | Tranquility Partners LLC | 15,320 | $376K | 0.1% | -7.6% | 0.024% | |
1/29/2025 | Quent Capital LLC | 29,767 | $731K | 0.1% | +42.8% | 0.046% | |
1/29/2025 | Index Fund Advisors Inc. | 569,882 | $13.99M | 0.8% | +12.1% | 0.885% | |
1/29/2025 | Savant Capital LLC | 2,075,112 | $50.95M | 0.4% | -4.6% | 3.222% | |
1/28/2025 | Kestra Private Wealth Services LLC | 96,832 | $2.38M | 0.0% | +3.6% | 0.150% | |
1/28/2025 | Aurelius Family Office LLC | 85,187 | $2.09M | 1.1% | N/A | 0.132% | |