11/1/2024 | Assetmark Inc. | 85,797 | $3.58M | 0.0% | +15.5% | 0.204% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 16,387 | $684K | 0.1% | -2.4% | 0.039% | |
10/31/2024 | Trademark Financial Management LLC | 17,527 | $731K | 0.6% | +4.6% | 0.042% | |
10/30/2024 | Maia Wealth LLC | 9,915 | $412K | 0.1% | -3.3% | 0.024% | |
10/30/2024 | RTD Financial Advisors Inc. | 11,037 | $460K | 0.1% | +8.3% | 0.026% | |
10/30/2024 | Falcon Wealth Planning | 19,545 | $815K | 0.1% | +20.8% | 0.047% | |
|
10/30/2024 | Ameritas Advisory Services LLC | 251,858 | $10.51M | 0.5% | -6.5% | 0.600% | |
10/29/2024 | Opes Wealth Management LLC | 71,570 | $2.99M | 0.6% | +4.6% | 0.170% | |
10/29/2024 | Private Wealth Management Group LLC | 26,274 | $1.10M | 0.4% | +1.1% | 0.063% | |
10/29/2024 | BSW Wealth Partners | 145,750 | $6.08M | 0.9% | -2.4% | 0.347% | |
10/29/2024 | Confluence Wealth Services Inc. | 10,566 | $441K | 0.0% | +5.8% | 0.025% | |
10/29/2024 | Sage Financial Group Inc. | 18,118 | $756K | 0.1% | -3.8% | 0.043% | |
10/28/2024 | US Bancorp DE | 14,841 | $619K | 0.0% | +7.4% | 0.035% | |
10/25/2024 | Better Money Decisions LLC | 19,473 | $812K | 0.6% | +42.7% | 0.046% | |
10/25/2024 | Gateway Wealth Partners LLC | 29,760 | $1.24M | 0.3% | +2.9% | 0.071% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 5,073 | $212K | 0.0% | N/A | 0.012% | |
10/24/2024 | Concord Wealth Partners | 21,423 | $894K | 0.1% | -57.8% | 0.051% | |
10/24/2024 | Modera Wealth Management LLC | 13,126 | $548K | 0.0% | -11.5% | 0.031% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 10,397 | $434K | 0.0% | -15.5% | 0.025% | |
10/23/2024 | Allworth Financial LP | 175,692 | $7.33M | 0.0% | +1.5% | 0.418% | |
10/23/2024 | O Brien Wealth Partners LLC | 266,578 | $11.12M | 2.2% | -0.7% | 0.635% | |
10/22/2024 | International Assets Investment Management LLC | 37,548 | $1.57M | 0.0% | +4,072.0% | 0.089% | |
10/22/2024 | McAdam LLC | 10,014 | $418K | 0.0% | +11.1% | 0.024% | |
10/22/2024 | Private Advisor Group LLC | 41,780 | $1.74M | 0.0% | -18.2% | 0.099% | |
10/22/2024 | Eastern Bank | 141,449 | $5.90M | 0.1% | -0.3% | 0.337% | |
10/21/2024 | Vicus Capital | 95,068 | $3.97M | 0.4% | -0.9% | 0.226% | |
10/21/2024 | Stewardship Advisors LLC | 102,395 | $4.27M | 1.2% | -0.8% | 0.244% | |
10/21/2024 | Denver Wealth Management Inc. | 5,943 | $248K | 0.1% | +5.3% | 0.014% | |
10/21/2024 | Marino Stram & Associates LLC | 87,447 | $3.65M | 0.8% | -0.4% | 0.208% | |
10/19/2024 | Rede Wealth LLC | 7,426 | $310K | 0.1% | -3.9% | 0.018% | |
10/18/2024 | Revolve Wealth Partners LLC | 33,232 | $1.39M | 0.2% | +9.4% | 0.079% | |
10/18/2024 | ST Germain D J Co. Inc. | 106,577 | $4.45M | 0.2% | -0.9% | 0.254% | |
10/17/2024 | Sonoma Private Wealth LLC | 7,303 | $305K | 0.5% | N/A | 0.017% | |
10/17/2024 | LexAurum Advisors LLC | 10,564 | $441K | 0.1% | +83.1% | 0.025% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 14,571 | $608K | 0.1% | +46.1% | 0.035% | |
10/15/2024 | Regatta Capital Group LLC | 132,265 | $5.52M | 1.1% | -0.7% | 0.315% | |
10/15/2024 | HTLF Bank | 20,026 | $835K | 0.1% | +8.9% | 0.048% | |
10/15/2024 | Lockerman Financial Group Inc. | 22,639 | $944K | 1.6% | +7.3% | 0.054% | |
10/11/2024 | CX Institutional | 68,774 | $2.87M | 0.1% | -1.5% | 0.164% | |
10/10/2024 | Johnson Bixby & Associates LLC | 23,935 | $999K | 0.2% | -6.9% | 0.057% | |
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10/9/2024 | Colorado Capital Management Inc. | 9,832 | $410K | 0.2% | -13.7% | 0.023% | |
10/9/2024 | UMB Bank n.a. | 41,885 | $1.75M | 0.0% | -7.1% | 0.100% | |
10/9/2024 | Money Design Co. Ltd. | 530,292 | $22.12M | 1.1% | -1.4% | 1.263% | |
10/8/2024 | ETF Portfolio Partners Inc. | 12,802 | $534K | 0.2% | N/A | 0.030% | |
10/8/2024 | Mather Group LLC. | 3,638 | $152K | 0.0% | +302.9% | 0.009% | |
10/7/2024 | Shotwell Rutter Baer Inc | 24,001 | $993K | 0.8% | +8.1% | 0.057% | |
10/3/2024 | Park Avenue Securities LLC | 78,783 | $3.29M | 0.0% | -4.5% | 0.188% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 58,398 | $2.44M | 0.2% | +0.8% | 0.139% | |
9/20/2024 | Anchor Investment Management LLC | 1,458 | $55K | 0.0% | N/A | 0.003% | |
9/5/2024 | Sanctuary Advisors LLC | 8,078 | $301K | 0.0% | N/A | 0.019% | |
8/22/2024 | Cetera Investment Advisers | 181,130 | $6.85M | 0.0% | -1.8% | 0.431% | |
8/21/2024 | Truist Financial Corp | 11,789 | $446K | 0.0% | +4.5% | 0.028% | |
8/19/2024 | EP Wealth Advisors LLC | 91,935 | $3.47M | 0.0% | -0.8% | 0.219% | |
8/19/2024 | Kimelman & Baird LLC | 662 | $25K | 0.0% | N/A | 0.002% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 30,203 | $1.14M | 0.0% | -3.0% | 0.072% | |
8/16/2024 | Front Row Advisors LLC | 1,055 | $40K | 0.0% | N/A | 0.003% | |
8/16/2024 | NewEdge Advisors LLC | 135,474 | $5.12M | 0.0% | +10.7% | 0.323% | |
8/16/2024 | Forefront Analytics LLC | 687,947 | $26.00M | 12.4% | +72.3% | 1.638% | |
8/16/2024 | Clarity Asset Management Inc. | 142,749 | $5.39M | 3.8% | +1.1% | 0.340% | |
8/14/2024 | Wescott Financial Advisory Group LLC | 15,110 | $571K | 0.1% | +48.6% | 0.036% | |
8/14/2024 | Evergreen Capital Management LLC | 6,402 | $242K | 0.0% | -8.2% | 0.015% | |
8/13/2024 | Legacy Financial Advisors Inc. | 11,589 | $438K | 0.1% | N/A | 0.028% | |
8/13/2024 | Thrivent Financial for Lutherans | 966,457 | $36.52M | 0.1% | +2.0% | 2.301% | |
8/12/2024 | Hsbc Holdings PLC | 62,756 | $2.37M | 0.0% | +11.2% | 0.149% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 354,264 | $12.81M | 0.0% | +19.2% | 0.843% | |
8/9/2024 | One Capital Management LLC | 19,538 | $738K | 0.0% | +5.3% | 0.047% | |
8/8/2024 | Envestnet Asset Management Inc. | 844,181 | $31.90M | 0.0% | +6.9% | 2.010% | |
8/8/2024 | BOKF NA | 47,247 | $1.79M | 0.0% | -3.1% | 0.112% | |
8/8/2024 | LPL Financial LLC | 1,036,849 | $39.18M | 0.0% | -3.2% | 2.469% | |
8/7/2024 | PFG Investments LLC | 10,781 | $407K | 0.0% | -6.1% | 0.026% | |
8/7/2024 | Invera Wealth Advisors LLC | 115,677 | $4.45M | 4.6% | +1.6% | 0.275% | |
8/6/2024 | DDFG Inc | 11,491 | $434K | 0.1% | -5.6% | 0.027% | |
8/6/2024 | Sage Advisory Services Ltd.Co. | 9,869 | $373K | 0.1% | -14.3% | 0.023% | |
8/6/2024 | Fund Evaluation Group LLC | 237,799 | $8.99M | 0.6% | +0.5% | 0.566% | |
8/6/2024 | Morgan Dempsey Capital Management LLC | 4,875 | $184K | 0.1% | -18.3% | 0.012% | |
8/6/2024 | Savant Capital LLC | 67,663 | $2.56M | 0.0% | -1.6% | 0.161% | |
8/6/2024 | Opes Wealth Management LLC | 68,445 | $2.59M | 0.5% | +2.6% | 0.163% | |
8/5/2024 | Private Advisor Group LLC | 51,106 | $1.93M | 0.0% | +3.2% | 0.122% | |
8/5/2024 | Addison Advisors LLC | 26,681 | $1.01M | 0.3% | +34.7% | 0.064% | |
8/2/2024 | Sage Financial Group Inc. | 18,832 | $712K | 0.1% | -3.6% | 0.045% | |
8/2/2024 | Mascoma Wealth Management LLC | 66,940 | $2.53M | 0.7% | +7.1% | 0.159% | |
8/1/2024 | TIAA Trust National Association | 3,784,512 | $143.02M | 0.4% | +0.0% | 9.011% | |
8/1/2024 | PrairieView Partners LLC | 35,242 | $1.33M | 0.1% | -2.5% | 0.084% | |
7/31/2024 | Confluence Wealth Services Inc. | 9,991 | $378K | 0.0% | +7.5% | 0.024% | |
7/31/2024 | Commonwealth Equity Services LLC | 617,679 | $23.34M | 0.0% | +2.6% | 1.471% | |
7/30/2024 | Curtis Advisory Group LLC | 26,493 | $1.00M | 0.4% | +1.8% | 0.063% | |
7/30/2024 | International Assets Investment Management LLC | 900 | $34K | 0.0% | N/A | 0.002% | |
7/29/2024 | Modera Wealth Management LLC | 14,835 | $561K | 0.0% | -2.8% | 0.035% | |
7/29/2024 | UMB Bank n.a. | 45,094 | $1.70M | 0.0% | -36.7% | 0.107% | |
7/29/2024 | Ameritas Advisory Services LLC | 269,463 | $10.18M | 0.4% | +4.5% | 0.642% | |
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7/26/2024 | Walkner Condon Financial Advisors LLC | 16,785 | $634K | 0.1% | -8.8% | 0.040% | |
7/26/2024 | WealthShield Partners LLC | 29,716 | $1.12M | 0.2% | -1.0% | 0.071% | |
7/26/2024 | Harbour Investments Inc. | 18,351 | $693K | 0.0% | +12.2% | 0.044% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 513,325 | $19.40M | 0.1% | -5.9% | 1.222% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 18,838 | $712K | 0.0% | +2.7% | 0.045% | |
7/26/2024 | Bailard Inc. | 32,703 | $1.24M | 0.0% | -16.6% | 0.078% | |
7/26/2024 | Bank of New York Mellon Corp | 151,363 | $5.72M | 0.0% | +4.9% | 0.360% | |
7/26/2024 | Paulson Wealth Management Inc. | 5,757 | $218K | 0.1% | +8.3% | 0.014% | |
7/25/2024 | Institute for Wealth Management LLC. | 5,426 | $205K | 0.0% | -56.9% | 0.013% | |
7/25/2024 | Laurel Wealth Planning LLC | 12,106 | $457K | 0.3% | +44.7% | 0.029% | |