1/31/2025 | Global Retirement Partners LLC | 155,925 | $14.30M | 0.4% | +11.8% | 0.040% | |
1/31/2025 | Bigelow Investment Advisors LLC | 6,379 | $585K | 0.3% | -7.7% | 0.002% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 91,267 | $8.37M | 0.3% | +22.8% | 0.023% | |
1/31/2025 | Key Financial Inc | 432 | $40K | 0.0% | +4,220.0% | 0.000% | |
1/31/2025 | Kestra Investment Management LLC | 270,756 | $24.82M | 1.0% | +8.6% | 0.069% | |
1/31/2025 | Atria Wealth Solutions Inc. | 344,878 | $31.62M | 0.3% | +10.6% | 0.088% | |
1/31/2025 | D.A. Davidson & CO. | 22,562 | $2.07M | 0.0% | +15.0% | 0.006% | |
1/31/2025 | Citizens & Northern Corp | 33,681 | $3.09M | 0.8% | -0.9% | 0.009% | |
1/31/2025 | Truist Financial Corp | 3,701,493 | $339.35M | 0.5% | -4.6% | 0.941% | |
1/31/2025 | Droms Strauss Advisors Inc. MO ADV | 3,651 | $335K | 0.1% | N/A | 0.001% | |
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1/31/2025 | CIBC Asset Management Inc | 566,286 | $51.92M | 0.2% | -1.6% | 0.144% | |
1/31/2025 | Ifrah Financial Services Inc. | 3,070 | $281K | 0.1% | -11.3% | 0.001% | |
1/31/2025 | 5T Wealth LLC | 29,981 | $2.75M | 1.5% | N/A | 0.008% | |
1/31/2025 | Sanctuary Advisors LLC | 346,492 | $31.99M | 0.2% | +4.3% | 0.088% | |
1/31/2025 | Rational Advisors LLC | 50,114 | $4.59M | 0.4% | -2.3% | 0.013% | |
1/31/2025 | Principal Financial Group Inc. | 3,293 | $302K | 0.0% | +9.0% | 0.001% | |
1/31/2025 | State of New Jersey Common Pension Fund D | 550,000 | $50.42M | 0.2% | N/A | 0.140% | |
1/31/2025 | Buttonwood Financial Group LLC | 53,329 | $4.89M | 2.7% | +6.4% | 0.014% | |
1/31/2025 | WBH Advisory Inc. | 107,340 | $9.84M | 0.9% | +14.7% | 0.027% | |
1/31/2025 | Keystone Financial Services | 69,980 | $6.42M | 2.5% | +1.5% | 0.018% | |
1/30/2025 | Valmark Advisers Inc. | 3,133 | $287K | 0.0% | -4.6% | 0.001% | |
1/30/2025 | Csenge Advisory Group | 40,244 | $3.69M | 0.2% | +7.6% | 0.010% | |
1/30/2025 | Copperleaf Capital LLC | 24,975 | $2.29M | 1.5% | -9.4% | 0.006% | |
1/30/2025 | James Investment Research Inc. | 38,568 | $3.54M | 0.4% | -6.7% | 0.010% | |
1/30/2025 | Allworth Financial LP | 3,439,456 | $315.64M | 1.7% | +12.0% | 0.875% | |
1/30/2025 | Principal Securities Inc. | 113,057 | $10.37M | 0.2% | -0.6% | 0.029% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 6,506 | $596K | 0.1% | N/A | 0.002% | |
1/30/2025 | Beacon Capital Management LLC | 342 | $31K | 0.0% | -62.1% | 0.000% | |
1/30/2025 | Lord & Richards Wealth Management LLC | 11,060 | $1.01M | 2.1% | N/A | 0.003% | |
1/30/2025 | Aveo Capital Partners LLC | 5,786 | $530K | 0.1% | +7.2% | 0.001% | |
1/30/2025 | Scarborough Advisors LLC | 69,109 | $6.34M | 0.9% | +4.5% | 0.018% | |
1/30/2025 | Nations Financial Group Inc. IA ADV | 2,539 | $233K | 0.0% | -4.4% | 0.001% | |
1/30/2025 | WealthPLAN Partners LLC | 18,793 | $1.72M | 0.2% | +5.2% | 0.005% | |
1/30/2025 | Quadrant Private Wealth Management LLC | 21,853 | $2.00M | 0.5% | +11.9% | 0.006% | |
1/30/2025 | BCU Wealth Advisors LLC | 18,681 | $1.71M | 1.0% | +17.0% | 0.005% | |
1/30/2025 | Blue Trust Inc. | 1,251,908 | $114.78M | 1.5% | -4.5% | 0.318% | |
1/30/2025 | Pictet North America Advisors SA | 126,186 | $11.57M | 1.1% | N/A | 0.032% | |
1/30/2025 | Banque Pictet & Cie SA | 14,182 | $1.30M | 0.0% | N/A | 0.004% | |
1/30/2025 | ShoreHaven Wealth Partners LLC | 28,898 | $2.65M | 1.3% | +3.6% | 0.007% | |
1/30/2025 | Asset Management One Co. Ltd. | 957,684 | $87.57M | 0.3% | -2.5% | 0.243% | |
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1/29/2025 | Kickstand Ventures LLC. | 42,641 | $3.91M | 1.0% | +11.7% | 0.011% | |
1/29/2025 | Naples Global Advisors LLC | 15,446 | $1.42M | 0.1% | +96.1% | 0.004% | |
1/29/2025 | Diversified Portfolios Inc. | 10,012 | $918K | 0.1% | N/A | 0.003% | |
1/29/2025 | Allspring Global Investments Holdings LLC | 238,578 | $21.87M | 0.0% | +4.6% | 0.061% | |
1/29/2025 | Jmac Enterprises LLC | 41,812 | $3.83M | 0.6% | +10.7% | 0.011% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 670,014 | $61.43M | 2.8% | +3.7% | 0.170% | |
1/29/2025 | Beacon Financial Group | 61,375 | $5.63M | 0.6% | +17.9% | 0.016% | |
1/29/2025 | Leavell Investment Management Inc. | 164,280 | $15.06M | 0.7% | +45.5% | 0.042% | |
1/29/2025 | CAP Partners LLC | 12,595 | $1.16M | 0.8% | +22.8% | 0.003% | |
1/29/2025 | New Republic Capital LLC | 3,134 | $287K | 0.2% | +15.6% | 0.001% | |
1/29/2025 | True Vision MN LLC | 55,734 | $5.11M | 3.0% | +6.2% | 0.014% | |
1/29/2025 | Latitude Advisors LLC | 6,899 | $632K | 0.4% | +2.4% | 0.002% | |
1/29/2025 | Sovran Advisors LLC | 43,821 | $3.96M | 0.6% | N/A | 0.011% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 506,988 | $46.48M | 1.1% | +0.6% | 0.129% | |
1/29/2025 | Focus Financial Network Inc. | 44,239 | $4.06M | 0.2% | +7.3% | 0.011% | |
1/29/2025 | International Private Wealth Advisors LLC | 4,007 | $367K | 0.4% | N/A | 0.001% | |
1/29/2025 | Bristlecone Advisors LLC | 16,708 | $1.53M | 0.1% | +100.8% | 0.004% | |
1/29/2025 | Constellation Investments Inc. | 548,000 | $50.24M | 2.3% | N/A | 0.139% | |
1/29/2025 | Cornerstone Planning Group LLC | 960 | $88K | 0.0% | -10.9% | 0.000% | |
1/28/2025 | Activest Wealth Management | 628 | $58K | 0.0% | N/A | 0.000% | |
1/28/2025 | Kestra Private Wealth Services LLC | 31,819 | $2.92M | 0.0% | -2.3% | 0.008% | |
1/28/2025 | Stephens Inc. AR | 20,077 | $1.84M | 0.0% | +110.4% | 0.005% | |
1/28/2025 | Rede Wealth LLC | 6,528 | $598K | 0.2% | +7.0% | 0.002% | |
1/28/2025 | Quotient Wealth Partners LLC | 1,923,148 | $176.31M | 5.8% | +3.5% | 0.488% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 121,291 | $11.12M | 0.3% | +14.1% | 0.031% | |
1/28/2025 | Kingsview Wealth Management LLC | 257,553 | $23.61M | 0.5% | +70.4% | 0.065% | |
1/28/2025 | Apollon Wealth Management LLC | 31,738 | $2.91M | 0.1% | +14.8% | 0.008% | |
1/28/2025 | Cantor Fitzgerald Investment Advisors L.P. | 14,380 | $1.32M | 0.1% | +3.1% | 0.004% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 129,657 | $11.89M | 7.9% | +1.2% | 0.033% | |
1/28/2025 | Golden State Wealth Management LLC | 2,584 | $237K | 0.0% | N/A | 0.001% | |
1/28/2025 | Lodestar Private Asset Management LLC | 20,409 | $1.87M | 0.2% | -1.4% | 0.005% | |
1/28/2025 | Fairvoy Private Wealth LLC | 5,043 | $462K | 0.1% | N/A | 0.001% | |
1/28/2025 | Sumitomo Mitsui Trust Group Inc. | 1,138,013 | $104.33M | 0.1% | +4.0% | 0.289% | |
1/28/2025 | 1900 Wealth Management LLC | 5,538 | $508K | 0.0% | -10.0% | 0.001% | |
1/27/2025 | Eagle Ridge Investment Management | 212,035 | $19.44M | 1.7% | -2.8% | 0.054% | |
1/27/2025 | GHP Investment Advisors Inc. | 16,613 | $1.52M | 0.1% | -15.0% | 0.004% | |
1/27/2025 | Financial Advocates Investment Management | 128,934 | $11.82M | 0.7% | +27.4% | 0.033% | |
1/27/2025 | Beacon Financial Advisory LLC | 7,716 | $707K | 0.2% | +25.0% | 0.002% | |
1/27/2025 | Centennial Wealth Advisory LLC | 29,644 | $2.72M | 1.1% | -18.2% | 0.008% | |
1/27/2025 | Trilogy Capital Inc. | 17,044 | $1.56M | 0.1% | -0.9% | 0.004% | |
1/27/2025 | Schmidt P J Investment Management Inc. | 4,096 | $376K | 0.1% | -8.0% | 0.001% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 19,464 | $1.78M | 0.1% | -16.0% | 0.005% | |
1/27/2025 | Choreo LLC | 73,354 | $6.73M | 0.1% | +6.1% | 0.019% | |
1/27/2025 | Money Concepts Capital Corp | 2,733 | $251K | 0.0% | N/A | 0.001% | |
1/27/2025 | Lion Street Advisors LLC | 18,175 | $1.67M | 0.5% | +15.6% | 0.005% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 500,782 | $45.95M | 0.2% | -4.6% | 0.127% | |
1/27/2025 | Stratos Wealth Advisors LLC | 142,993 | $13.11M | 0.6% | +13.7% | 0.036% | |
1/27/2025 | Stratos Wealth Partners LTD. | 30,439 | $2.79M | 0.0% | +26.1% | 0.008% | |
1/27/2025 | Silverlake Wealth Management LLC | 16,234 | $1.49M | 0.6% | +20.9% | 0.004% | |
1/27/2025 | Bay Harbor Wealth Management LLC | 71,216 | $6.53M | 2.1% | +4.7% | 0.018% | |
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1/27/2025 | Mather Group LLC. | 10,382 | $952K | 0.0% | -8.2% | 0.003% | |
1/24/2025 | Tempus Wealth Planning LLC | 12,000 | $1.10M | 0.3% | +2.7% | 0.003% | |
1/24/2025 | Columbus Macro LLC | 49,457 | $4.53M | 0.6% | +6.6% | 0.013% | |
1/24/2025 | Cornerstone Management Inc. | 111,884 | $10.26M | 2.0% | +8.4% | 0.028% | |
1/24/2025 | Trust Point Inc. | 8,436 | $773K | 0.1% | +263.2% | 0.002% | |
1/24/2025 | GEN Financial Management INC. | 6,202 | $569K | 0.4% | N/A | 0.002% | |
1/24/2025 | Vantage Point Financial LLC | 2,934 | $269K | 0.1% | N/A | 0.001% | |
1/24/2025 | Optas LLC | 72,492 | $6.65M | 1.4% | -1.6% | 0.018% | |
1/24/2025 | One Wealth Advisors LLC | 115,587 | $10.60M | 1.6% | +7.5% | 0.029% | |
1/24/2025 | Catalina Capital Group LLC | 5,792 | $531K | 0.2% | +11.3% | 0.001% | |