3/17/2025 | Wealth Enhancement Advisory Services LLC | 114,716 | $8.11M | 0.0% | +5.8% | 0.169% | |
2/28/2025 | BridgePort Financial Solutions LLC | 33,750 | $2.55M | 1.2% | N/A | 0.035% | |
2/25/2025 | Heck Capital Advisors LLC | 24,630 | $1.74M | 0.1% | N/A | 0.026% | |
2/25/2025 | Shufro Rose & Co. LLC | 18,776 | $1.33M | 0.1% | +29.4% | 0.020% | |
2/18/2025 | Pacific Center for Financial Services | 6,845 | $484K | 0.1% | -9.7% | 0.007% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 5,777 | $409K | 0.0% | -8.8% | 0.006% | |
2/17/2025 | Royal Bank of Canada | 381,426 | $26.97M | 0.0% | +1.0% | 0.398% | |
2/17/2025 | Focus Partners Wealth | 35,211 | $2.49M | 0.0% | +286.5% | 0.037% | |
2/17/2025 | Fiduciary Trust Co | 10,219 | $723K | 0.0% | -6.8% | 0.011% | |
2/17/2025 | EP Wealth Advisors LLC | 9,372 | $663K | 0.0% | +278.5% | 0.010% | |
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2/17/2025 | Cornerstone Financial Group LLC NE | 5,484 | $388K | 0.4% | N/A | 0.006% | |
2/17/2025 | Cresset Asset Management LLC | 3,992 | $282K | 0.0% | -17.1% | 0.004% | |
2/17/2025 | Cetera Investment Advisers | 197,917 | $14.00M | 0.0% | -30.0% | 0.207% | |
2/17/2025 | Captrust Financial Advisors | 146,756 | $10.38M | 0.0% | -4.8% | 0.153% | |
2/17/2025 | Cary Street Partners Financial LLC | 3,011 | $213K | 0.0% | N/A | 0.003% | |
2/17/2025 | Brown Wealth Management LLC | 21,968 | $1.55M | 0.6% | -1.1% | 0.023% | |
2/17/2025 | Baird Financial Group Inc. | 78,307 | $5.54M | 0.0% | +52.1% | 0.082% | |
2/17/2025 | Bank of America Corp DE | 22,974,021 | $1.62B | 0.1% | +0.9% | 23.981% | |
2/17/2025 | Ameriprise Financial Inc. | 501,799 | $35.50M | 0.0% | -4.0% | 0.524% | |
2/17/2025 | Alteri Wealth LLC | 3,885 | $275K | 0.1% | N/A | 0.004% | |
2/17/2025 | Arrowroot Family Office LLC | 5,584 | $395K | 0.2% | -7.8% | 0.006% | |
2/17/2025 | Asset Management Group Inc. | 82,682 | $5.85M | 1.0% | -19.0% | 0.086% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 695,149 | $49.15M | 0.1% | -23.7% | 0.726% | |
2/14/2025 | Rehmann Capital Advisory Group | 121,163 | $8.56M | 0.5% | -0.5% | 0.126% | |
2/14/2025 | Comerica Bank | 110,870 | $7.84M | 0.0% | +4.5% | 0.116% | |
2/14/2025 | Lido Advisors LLC | 13,326 | $942K | 0.0% | +6.5% | 0.014% | |
2/14/2025 | Northern Trust Corp | 8,281 | $586K | 0.0% | N/A | 0.009% | |
2/14/2025 | Bellwether Advisors LLC | 17,013 | $1.20M | 0.2% | -0.9% | 0.018% | |
2/14/2025 | Mission Creek Capital Partners Inc. | 102,027 | $7.21M | 1.4% | -2.3% | 0.107% | |
2/14/2025 | Berger Financial Group Inc | 22,608 | $1.60M | 0.1% | -5.1% | 0.024% | |
2/14/2025 | Bolthouse Investments LLC | 3,220 | $228K | 0.2% | N/A | 0.003% | |
2/14/2025 | Capital Analysts LLC | 32,235 | $2.28M | 0.1% | -2.1% | 0.034% | |
2/14/2025 | Integrated Wealth Concepts LLC | 44,692 | $3.16M | 0.0% | +2.9% | 0.047% | |
2/14/2025 | IHT Wealth Management LLC | 25,168 | $1.78M | 0.1% | +0.6% | 0.026% | |
2/14/2025 | Stifel Financial Corp | 70,614 | $4.99M | 0.0% | +5.6% | 0.074% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,603 | $396K | 0.0% | -6.9% | 0.006% | |
2/14/2025 | Transce3nd LLC | 1,306 | $92K | 0.0% | N/A | 0.001% | |
2/14/2025 | MML Investors Services LLC | 148,428 | $10.50M | 0.0% | -10.6% | 0.155% | |
2/14/2025 | First Trust Advisors LP | 2,993 | $212K | 0.0% | N/A | 0.003% | |
2/14/2025 | Commerce Bank | 3,217 | $227K | 0.0% | -39.8% | 0.003% | |
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2/13/2025 | NewEdge Advisors LLC | 60,477 | $4.28M | 0.0% | -7.1% | 0.063% | |
2/13/2025 | Evergreen Capital Management LLC | 9,647 | $682K | 0.0% | -18.6% | 0.010% | |
2/13/2025 | United Capital Financial Advisors LLC | 46,434 | $3.28M | 0.0% | -0.8% | 0.048% | |
2/13/2025 | Anchor Investment Management LLC | 52,716 | $3.73M | 0.3% | +5.3% | 0.055% | |
2/13/2025 | Mariner LLC | 173,441 | $12.26M | 0.0% | -1.9% | 0.181% | |
2/13/2025 | Trustmark National Bank Trust Department | 78,159 | $5.53M | 0.4% | -3.9% | 0.082% | |
2/13/2025 | SageView Advisory Group LLC | 20,663 | $1.46M | 0.1% | -9.9% | 0.022% | |
2/13/2025 | Keystone Financial Group | 5,309 | $375K | 0.0% | N/A | 0.006% | |
2/13/2025 | TME Financial Inc. | 4,520 | $347K | 0.3% | N/A | 0.005% | |
2/13/2025 | Summit Investment Advisors Inc. | 7,791 | $551K | 0.5% | -10.4% | 0.008% | |
2/13/2025 | Sagespring Wealth Partners LLC | 3,334 | $236K | 0.0% | N/A | 0.003% | |
2/13/2025 | Townsquare Capital LLC | 23,099 | $1.63M | 0.0% | -0.9% | 0.024% | |
2/13/2025 | Rockefeller Capital Management L.P. | 42,869 | $3.03M | 0.0% | +6.9% | 0.045% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 1,287 | $91K | 0.0% | +131.9% | 0.001% | |
2/13/2025 | Bessemer Group Inc. | 6,194 | $438K | 0.0% | N/A | 0.006% | |
2/13/2025 | Raymond James Financial Inc. | 412,617 | $29.18M | 0.0% | N/A | 0.431% | |
2/13/2025 | Advisory Services Network LLC | 38,886 | $2.75M | 0.1% | +15.4% | 0.041% | |
2/13/2025 | Bank of Montreal Can | 54,570 | $3.86M | 0.0% | -18.9% | 0.057% | |
2/13/2025 | Cerity Partners LLC | 22,782 | $1.61M | 0.0% | +132.8% | 0.024% | |
2/13/2025 | FMR LLC | 10,432,603 | $737.69M | 0.0% | -7.6% | 10.890% | |
2/13/2025 | Forum Private Client Group LLC | 5,381 | $380K | 0.2% | -15.2% | 0.006% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,706,530 | $120.67M | 0.0% | -15.7% | 1.781% | |
2/13/2025 | Wells Fargo & Company MN | 617,513 | $43.66M | 0.0% | -1.7% | 0.645% | |
2/12/2025 | World Investment Advisors | 58,531 | $4.14M | 0.1% | +1,411.3% | 0.061% | |
2/12/2025 | Martin Worley Group | 19,047 | $1.35M | 0.8% | N/A | 0.020% | |
2/12/2025 | OLD Mission Capital LLC | 27,350 | $1.93M | 0.0% | -57.2% | 0.029% | |
2/12/2025 | National Bank of Canada FI | 22,345 | $1.58M | 0.0% | N/A | 0.023% | |
2/12/2025 | Franklin Resources Inc. | 8,339 | $590K | 0.0% | +31.9% | 0.009% | |
2/12/2025 | Alliancebernstein L.P. | 412,083 | $29.14M | 0.0% | +9.5% | 0.430% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 10,758 | $761K | 0.0% | +2.8% | 0.011% | |
2/12/2025 | Physician Wealth Advisors Inc. | 40,533 | $2.87M | 0.5% | -11.3% | 0.042% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,013 | $72K | 0.0% | -13.0% | 0.001% | |
2/12/2025 | RWA Wealth Partners LLC | 63,929 | $4.52M | 0.1% | -3.2% | 0.067% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 34,628 | $2.45M | 0.2% | +16.8% | 0.036% | |
2/12/2025 | Blair William & Co. IL | 6,098 | $431K | 0.0% | -3.7% | 0.006% | |
2/12/2025 | JPMorgan Chase & Co. | 113,001 | $7.99M | 0.0% | +10.5% | 0.118% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 965,385 | $68.26M | 0.1% | +0.7% | 1.008% | |
2/12/2025 | PKS Advisory Services LLC | 2,990 | $211K | 0.1% | N/A | 0.003% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 20,612 | $1.46M | 0.0% | +1.7% | 0.022% | |
2/11/2025 | Woodmont Investment Counsel LLC | 31,773 | $2.25M | 0.2% | -2.6% | 0.033% | |
2/11/2025 | Congress Wealth Management LLC DE | 57,122 | $4.04M | 0.1% | -2.5% | 0.060% | |
2/11/2025 | LPL Financial LLC | 940,924 | $66.53M | 0.0% | -4.5% | 0.982% | |
2/11/2025 | Samalin Investment Counsel LLC | 41,205 | $2.91M | 1.3% | -7.4% | 0.043% | |
2/11/2025 | Sei Investments Co. | 576,666 | $40.77M | 0.1% | -4.9% | 0.602% | |
2/11/2025 | Whittier Trust Co. | 1,634 | $116K | 0.0% | -10.7% | 0.002% | |
2/11/2025 | Symmetry Partners LLC | 108,326 | $7.66M | 1.1% | +68.5% | 0.113% | |
2/11/2025 | Bestgate Wealth Advisors LLC | 4,234 | $299K | 0.6% | N/A | 0.004% | |
2/11/2025 | ProVise Management Group LLC | 114,962 | $8.13M | 0.7% | -4.8% | 0.120% | |
2/10/2025 | Thrivent Financial for Lutherans | 5,997 | $442K | 0.0% | -47.8% | 0.006% | |
2/10/2025 | Facet Wealth Inc. | 195,680 | $14.34M | 0.4% | +11.8% | 0.204% | |
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2/10/2025 | Corient Private Wealth LLC | 10,222 | $723K | 0.0% | -12.7% | 0.011% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 28,840 | $2.04M | 0.0% | -12.6% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 335,707 | $23.74M | 0.0% | -1.0% | 0.350% | |
2/10/2025 | HBK Sorce Advisory LLC | 25,517 | $1.80M | 0.1% | -6.7% | 0.027% | |
2/10/2025 | Vestcor Inc | 10,347 | $732K | 0.0% | +38.5% | 0.011% | |
2/10/2025 | Mascoma Wealth Management LLC | 9,230 | $653K | 0.2% | -3.7% | 0.010% | |
2/10/2025 | Avantax Advisory Services Inc. | 107,280 | $7.59M | 0.0% | +0.4% | 0.112% | |
2/10/2025 | Securian Asset Management Inc. | 834,519 | $59.01M | 1.7% | -16.4% | 0.871% | |
2/10/2025 | Farther Finance Advisors LLC | 15,120 | $1.07M | 0.0% | +1,090.6% | 0.016% | |
2/7/2025 | Sequoia Financial Advisors LLC | 47,413 | $3.35M | 0.0% | +1,305.7% | 0.049% | |