4/3/2025 | Collective Family Office LLC | 91,922 | $7.62M | 2.1% | +8.5% | 0.105% | |
4/3/2025 | Insight Wealth Strategies LLC | 7,613 | $631K | 0.1% | -97.6% | 0.009% | |
3/24/2025 | Mascagni Wealth Management Inc. | 2,548 | $204K | 0.2% | N/A | 0.003% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 217,050 | $17.36M | 0.0% | +25.9% | 0.248% | |
2/25/2025 | SWAN Capital LLC | 161,415 | $12.91M | 6.3% | +25.1% | 0.184% | |
2/24/2025 | United Advisor Group LLC | 20,759 | $1.66M | 0.3% | N/A | 0.024% | |
2/22/2025 | American Trust | 154,971 | $12.40M | 0.9% | +2.8% | 0.177% | |
2/21/2025 | WNY Asset Management LLC | 18,686 | $1.50M | 0.2% | -2.9% | 0.021% | |
2/21/2025 | Vermillion Wealth Management Inc. | 2,620 | $210K | 0.1% | N/A | 0.003% | |
2/20/2025 | Revisor Wealth Management LLC | 65,016 | $5.24M | 4.8% | -22.3% | 0.074% | |
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2/19/2025 | Formidable Asset Management LLC | 10,769 | $861K | 0.1% | +170.4% | 0.012% | |
2/18/2025 | Navalign LLC | 231,070 | $18.48M | 5.4% | +4.1% | 0.264% | |
2/18/2025 | JT Stratford LLC | 32,454 | $2.60M | 0.4% | +4.4% | 0.037% | |
2/18/2025 | Pinnacle Financial Group LLC IL | 3,554 | $284K | 0.1% | +9.7% | 0.004% | |
2/18/2025 | Orion Capital Management LLC | 522 | $42K | 0.0% | N/A | 0.001% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 88,389 | $7.07M | 0.1% | N/A | 0.101% | |
2/17/2025 | Vance Wealth LLC | 31,088 | $2.49M | 1.0% | +4.1% | 0.036% | |
2/17/2025 | Waverly Advisors LLC | 37,793 | $3.02M | 0.0% | +2.6% | 0.043% | |
2/17/2025 | Squarepoint Ops LLC | 2,518 | $201K | 0.0% | N/A | 0.003% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 21,531 | $1.82M | 0.2% | +14.8% | 0.025% | |
2/17/2025 | Studio Investment Management LLC | 77,125 | $6.17M | 1.3% | -0.6% | 0.088% | |
2/17/2025 | Royal Bank of Canada | 610,194 | $48.81M | 0.0% | -0.1% | 0.697% | |
2/17/2025 | Quadcap Wealth Management LLC | 5,173 | $414K | 0.1% | +11.2% | 0.006% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 6,467 | $517K | 0.2% | N/A | 0.007% | |
2/17/2025 | Focus Partners Wealth | 7,048 | $588K | 0.0% | +96.4% | 0.008% | |
2/17/2025 | EP Wealth Advisors LLC | 3,757,454 | $300.56M | 2.5% | +21.1% | 4.294% | |
2/17/2025 | CoreCap Advisors LLC | 3,104 | $248K | 0.0% | +454.3% | 0.004% | |
2/17/2025 | Cresset Asset Management LLC | 441,091 | $35.28M | 0.2% | -0.1% | 0.504% | |
2/17/2025 | Capital Advantage Inc. | 395,542 | $31.64M | 5.8% | -2.2% | 0.452% | |
2/17/2025 | Cetera Investment Advisers | 376,398 | $30.11M | 0.1% | +5.2% | 0.430% | |
2/17/2025 | Cahill Financial Advisors Inc. | 30,159 | $2.41M | 0.3% | +13.3% | 0.034% | |
2/17/2025 | Cary Street Partners Financial LLC | 93,800 | $7.50M | 0.2% | N/A | 0.107% | |
2/17/2025 | Baird Financial Group Inc. | 55,537 | $4.44M | 0.0% | +5.5% | 0.063% | |
2/17/2025 | Bank of America Corp DE | 3,207,129 | $256.54M | 0.0% | -1.9% | 3.665% | |
2/17/2025 | Benjamin Edwards Inc. | 16,934 | $1.36M | 0.0% | +3.0% | 0.019% | |
2/17/2025 | Ameriprise Financial Inc. | 632,018 | $50.45M | 0.0% | +8.2% | 0.722% | |
2/17/2025 | Aptus Capital Advisors LLC | 29,142 | $2.33M | 0.0% | +2.7% | 0.033% | |
2/17/2025 | Arrowroot Family Office LLC | 18,322 | $1.47M | 0.8% | +15.1% | 0.021% | |
2/17/2025 | Accredited Wealth Management LLC | 55,945 | $4.48M | 3.9% | N/A | 0.064% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 102,038 | $8.16M | 0.0% | -41.5% | 0.117% | |
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2/14/2025 | FAS Wealth Partners Inc. | 40,408 | $3.23M | 0.3% | -4.2% | 0.046% | |
2/14/2025 | Jane Street Group LLC | 21,857 | $1.75M | 0.0% | -49.2% | 0.025% | |
2/14/2025 | Northern Trust Corp | 14,640 | $1.17M | 0.0% | -51.8% | 0.017% | |
2/14/2025 | Long Island Wealth Management Inc. | 28,810 | $2.30M | 1.4% | +1.5% | 0.033% | |
2/14/2025 | Beacon Pointe Advisors LLC | 6,907 | $552K | 0.0% | -1.9% | 0.008% | |
2/14/2025 | Integrated Wealth Concepts LLC | 12,609 | $1.01M | 0.0% | +3.0% | 0.014% | |
2/14/2025 | IHT Wealth Management LLC | 3,639 | $291K | 0.0% | -42.7% | 0.004% | |
2/14/2025 | Stifel Financial Corp | 169,264 | $13.54M | 0.0% | -25.8% | 0.193% | |
2/14/2025 | Select Asset Management & Trust | 50,301 | $4.02M | 1.6% | -0.9% | 0.057% | |
2/14/2025 | TD Waterhouse Canada Inc. | 4,569 | $365K | 0.0% | -35.2% | 0.005% | |
2/14/2025 | Tower Research Capital LLC TRC | 4,949 | $396K | 0.0% | N/A | 0.006% | |
2/14/2025 | Tradition Wealth Management LLC | 5,794 | $463K | 0.0% | -92.4% | 0.007% | |
2/14/2025 | MML Investors Services LLC | 195,107 | $15.61M | 0.1% | +16.3% | 0.223% | |
2/14/2025 | Frederick Financial Consultants LLC | 35,566 | $2.85M | 2.3% | N/A | 0.041% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 8,472 | $691K | 0.0% | +12.8% | 0.010% | |
2/13/2025 | Tobias Financial Advisors Inc. | 58,191 | $4.66M | 0.9% | -2.8% | 0.067% | |
2/13/2025 | NewEdge Advisors LLC | 305,758 | $24.46M | 0.1% | +1.5% | 0.349% | |
2/13/2025 | Resurgent Financial Advisors LLC | 11,874 | $950K | 0.6% | +13.1% | 0.014% | |
2/13/2025 | Main Street Financial Solutions LLC | 8,311 | $665K | 0.1% | -8.1% | 0.009% | |
2/13/2025 | Finward Bancorp | 10,546 | $844K | 0.7% | N/A | 0.012% | |
2/13/2025 | Anchor Investment Management LLC | 2,441 | $195K | 0.0% | +51.1% | 0.003% | |
2/13/2025 | Lafayette Investments Inc. | 4,311 | $345K | 0.1% | +21.7% | 0.005% | |
2/13/2025 | Dagco Inc. | 101,739 | $8.14M | 2.7% | +36.6% | 0.116% | |
2/13/2025 | Mariner LLC | 366,707 | $29.33M | 0.0% | +2.6% | 0.419% | |
2/13/2025 | Barclays PLC | 10,520 | $841K | 0.0% | -23.7% | 0.012% | |
2/13/2025 | O ROURKE & COMPANY Inc | 8,070 | $645K | 0.3% | +1.9% | 0.009% | |
2/13/2025 | Keystone Financial Group | 2,636 | $211K | 0.0% | N/A | 0.003% | |
2/13/2025 | Savvy Advisors Inc. | 28,056 | $2.24M | 0.3% | N/A | 0.032% | |
2/13/2025 | Crux Wealth Advisors | 16,034 | $1.28M | 0.7% | N/A | 0.018% | |
2/13/2025 | Rockefeller Capital Management L.P. | 156,461 | $12.52M | 0.0% | -0.9% | 0.179% | |
2/13/2025 | Elios Financial Group Inc. | 112,315 | $8.98M | 4.2% | -0.4% | 0.128% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 28,874 | $2.31M | 0.8% | -3.8% | 0.033% | |
2/13/2025 | Advisory Services Network LLC | 39,223 | $3.14M | 0.1% | +16.7% | 0.045% | |
2/13/2025 | Swisher Financial Concepts Inc. | 22,981 | $1.84M | 2.2% | -77.2% | 0.026% | |
2/13/2025 | Bank of Montreal Can | 66,433 | $5.31M | 0.0% | +320.5% | 0.076% | |
2/13/2025 | Cerity Partners LLC | 7,817 | $626K | 0.0% | -10.1% | 0.009% | |
2/13/2025 | Sepio Capital LP | 2,815 | $225K | 0.0% | N/A | 0.003% | |
2/13/2025 | Waterloo Capital L.P. | 6,062 | $485K | 0.1% | -12.9% | 0.007% | |
2/13/2025 | Envestnet Asset Management Inc. | 757,597 | $60.60M | 0.0% | +2.3% | 0.866% | |
2/13/2025 | Wells Fargo & Company MN | 1,091,195 | $87.29M | 0.0% | +4.9% | 1.247% | |
2/13/2025 | Smith Moore & CO. | 99,821 | $7.99M | 0.7% | +1.1% | 0.114% | |
2/12/2025 | Uniting Wealth Partners LLC | 17,525 | $1.40M | 0.7% | N/A | 0.020% | |
2/12/2025 | World Investment Advisors | 49,609 | $3.97M | 0.1% | +23.3% | 0.057% | |
2/12/2025 | Martin Worley Group | 2,570 | $206K | 0.1% | N/A | 0.003% | |
2/12/2025 | Perritt Capital Management Inc | 116,350 | $9.31M | 4.8% | +3.0% | 0.133% | |
2/12/2025 | WESCAP Management Group Inc. | 28,652 | $2.29M | 0.6% | -1.6% | 0.033% | |
2/12/2025 | Lokken Investment Group LLC | 4,097 | $328K | 0.1% | +5.4% | 0.005% | |
2/12/2025 | Summit Financial LLC | 3,173 | $254K | 0.0% | N/A | 0.004% | |
2/12/2025 | RWA Wealth Partners LLC | 22,541 | $1.80M | 0.0% | +1.7% | 0.026% | |
2/12/2025 | Blair William & Co. IL | 73,158 | $5.85M | 0.0% | -3.9% | 0.084% | |
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2/12/2025 | JPMorgan Chase & Co. | 29,303 | $2.34M | 0.0% | -88.6% | 0.033% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 12,761 | $1.02M | 0.0% | +461.7% | 0.015% | |
2/12/2025 | Baxter Bros Inc. | 23,761 | $1.90M | 0.2% | +6.3% | 0.027% | |
2/11/2025 | Signature Estate & Investment Advisors LLC | 31,793 | $2.54M | 0.1% | -3.8% | 0.036% | |
2/11/2025 | CoreFirst Bank & Trust | 19,469 | $1.56M | 0.9% | N/A | 0.022% | |
2/11/2025 | Cedar Wealth Management LLC | 2,228 | $178K | 0.1% | -15.6% | 0.003% | |
2/11/2025 | LPL Financial LLC | 1,051,869 | $84.14M | 0.0% | +4.4% | 1.202% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 3,292 | $263K | 0.0% | +134.0% | 0.004% | |
2/11/2025 | HUB Investment Partners LLC | 7,586 | $607K | 0.0% | +14.0% | 0.009% | |
2/11/2025 | Bestgate Wealth Advisors LLC | 4,316 | $345K | 0.7% | N/A | 0.005% | |