1/21/2025 | Cypress Point Wealth Management LLC | 64,199 | $2.54M | 0.8% | +6.5% | 0.085% | |
1/21/2025 | Rockwood Wealth Management LLC | 408,103 | $16.13M | 1.7% | -3.3% | 0.538% | |
1/21/2025 | First Citizens Bank & Trust Co. | 71,906 | $2.85M | 0.0% | -92.1% | 0.095% | |
1/21/2025 | Advocate Group LLC | 6,094 | $241K | 0.0% | -16.9% | 0.008% | |
1/21/2025 | SJS Investment Consulting Inc. | 12,800 | $506K | 0.1% | -19.0% | 0.017% | |
1/21/2025 | Brighton Jones LLC | 18,977 | $751K | 0.0% | +88.8% | 0.025% | |
1/17/2025 | Verde Capital Management | 25,601 | $1.01M | 0.3% | +12.4% | 0.034% | |
1/17/2025 | Avior Wealth Management LLC | 94,387 | $3.73M | 0.1% | +9.1% | 0.124% | |
1/17/2025 | Marathon Strategic Advisors LLC | 114,959 | $4.55M | 4.9% | +8.7% | 0.151% | |
1/17/2025 | Kraft Asset Management LLC | 20,146 | $787K | 0.6% | -12.8% | 0.027% | |
|
1/17/2025 | Atomi Financial Group Inc. | 17,817 | $705K | 0.0% | +8.2% | 0.023% | |
1/17/2025 | Prosperity Planning Inc. | 41,660 | $1.65M | 0.5% | +2.1% | 0.055% | |
1/16/2025 | Aspiriant LLC | 45,346 | $1.79M | 0.1% | -1.1% | 0.060% | |
1/16/2025 | Lam Group Inc. | 32,015 | $1.27M | 0.9% | -45.0% | 0.042% | |
1/16/2025 | Ballentine Partners LLC | 1,310,823 | $51.86M | 0.9% | +4.3% | 1.727% | |
1/16/2025 | Martel Wealth Advisors Inc | 6,647 | $263K | 0.1% | +5.1% | 0.009% | |
1/16/2025 | Prairiewood Capital LLC | 51,322 | $2.03M | 0.9% | +8.0% | 0.068% | |
1/16/2025 | Breakwater Investment Management | 23,356 | $924K | 0.4% | +5.5% | 0.031% | |
1/16/2025 | Liberty One Investment Management LLC | 16,715 | $661K | 0.1% | +4.5% | 0.022% | |
1/15/2025 | Trust Co. of Vermont | 636 | $25K | 0.0% | N/A | 0.001% | |
1/15/2025 | Brand Asset Management Group Inc. | 5,156 | $204K | 0.1% | +6.9% | 0.007% | |
1/15/2025 | First National Bank of Mount Dora Trust Investment Services | 11,400 | $451K | 0.1% | -11.6% | 0.015% | |
1/15/2025 | Total Wealth Planning LLC | 137,674 | $5.45M | 0.8% | +5.8% | 0.181% | |
1/14/2025 | Websterrogers Financial Advisors LLC | 27,480 | $1.09M | 0.4% | +1.5% | 0.036% | |
1/14/2025 | Lpwm LLC | 90,355 | $3.57M | 1.1% | +24.2% | 0.119% | |
1/13/2025 | Traveka Wealth LLC | 116,005 | $4.59M | 2.5% | +8.9% | 0.153% | |
1/13/2025 | Eagle Bay Advisors LLC | 18,522 | $733K | 0.5% | -26.7% | 0.024% | |
1/10/2025 | Lowe Wealth Advisors LLC | 751 | $30K | 0.0% | N/A | 0.001% | |
1/10/2025 | Ridgewood Investments LLC | 2,162 | $86K | 0.0% | +52.3% | 0.003% | |
1/10/2025 | Marotta Asset Management | 96,498 | $3.79M | 0.8% | +2.4% | 0.127% | |
1/7/2025 | Moller Wealth Partners | 370,524 | $14.66M | 3.9% | -0.1% | 0.479% | |
1/7/2025 | Horizons Wealth Management | 9,499 | $376K | 0.3% | -9.7% | 0.012% | |
12/26/2024 | JPMorgan Chase & Co. | 302,259 | $14.18M | 0.0% | +0.8% | 0.388% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 5,295 | $248K | 0.0% | N/A | 0.007% | |
11/25/2024 | World Investment Advisors LLC | 10,927 | $513K | 0.0% | N/A | 0.014% | |
11/19/2024 | M&T Bank Corp | 498,746 | $23.40M | 0.1% | +4.5% | 0.639% | |
11/18/2024 | Unconventional Investor LLC | 9,893 | $464K | 0.3% | -39.0% | 0.013% | |
11/15/2024 | M&T Bank Corp | 498,746 | $23.40M | 0.1% | +4.5% | 0.639% | |
11/15/2024 | SGL Investment Advisors Inc. | 5,384 | $253K | 0.1% | N/A | 0.007% | |
11/15/2024 | MML Investors Services LLC | 4,914 | $231K | 0.0% | -19.0% | 0.006% | |
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11/15/2024 | Urban Financial Advisory Corp | 25,942 | $1.22M | 0.7% | +9.8% | 0.033% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 11,820 | $555K | 0.0% | +10.0% | 0.015% | |
11/15/2024 | Stifel Financial Corp | 23,500 | $1.10M | 0.0% | +143.2% | 0.030% | |
11/15/2024 | HighTower Advisors LLC | 36,675 | $1.73M | 0.0% | +98.0% | 0.047% | |
11/14/2024 | Flow Traders U.S. LLC | 9,984 | $468K | 0.0% | N/A | 0.013% | |
11/14/2024 | Rockefeller Capital Management L.P. | 39,240 | $1.84M | 0.0% | -8.0% | 0.050% | |
11/13/2024 | Freedom Investment Management Inc. | 30,523 | $1.43M | 0.1% | -5.2% | 0.039% | |
11/13/2024 | Townsquare Capital LLC | 69,706 | $3.27M | 0.0% | +71.6% | 0.089% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 56,283 | $2.64M | 0.3% | +2.9% | 0.072% | |
11/13/2024 | FMR LLC | 1,984 | $93K | 0.0% | +48.4% | 0.003% | |
11/13/2024 | The Manufacturers Life Insurance Company | 635,788 | $29.83M | 0.0% | -12.1% | 0.815% | |
11/13/2024 | Hancock Whitney Corp | 23,439 | $1.10M | 0.0% | +21.4% | 0.030% | |
11/12/2024 | Larson Financial Group LLC | 3,924 | $184K | 0.0% | +14.3% | 0.005% | |
11/12/2024 | Cerity Partners LLC | 22,105 | $1.04M | 0.0% | -11.2% | 0.028% | |
11/12/2024 | Alesco Advisors LLC | 15,680 | $736K | 0.0% | -2.9% | 0.020% | |
11/12/2024 | GenTrust LLC | 6,266 | $294K | 0.0% | N/A | 0.008% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 146,434 | $6.87M | 0.4% | -1.9% | 0.188% | |
11/12/2024 | Nwam LLC | 73,054 | $3.43M | 0.2% | N/A | 0.094% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 6,070,092 | $284.75M | 0.1% | -4.2% | 7.783% | |
11/12/2024 | Running Point Capital Advisors LLC | 16,686 | $783K | 0.3% | -9.4% | 0.021% | |
11/8/2024 | Avior Wealth Management LLC | 86,504 | $4.06M | 0.2% | +3.3% | 0.111% | |
11/8/2024 | Prospera Financial Services Inc | 5,060 | $238K | 0.0% | -9.1% | 0.006% | |
11/7/2024 | MB Generational Wealth LLC | 7,045 | $330K | 0.2% | +8.3% | 0.009% | |
11/7/2024 | Phillips Financial Management LLC | 16,216 | $761K | 0.1% | -2.3% | 0.021% | |
11/6/2024 | Cutler Investment Counsel LLC | 32,239 | $1.51M | 0.2% | -40.0% | 0.041% | |
11/6/2024 | OneDigital Investment Advisors LLC | 5,558 | $261K | 0.0% | -4.2% | 0.007% | |
11/6/2024 | Endowment Wealth Management Inc. | 29,839 | $1.40M | 0.9% | -1.0% | 0.038% | |
11/6/2024 | Dopkins Wealth Management LLC | 6,871 | $322K | 0.3% | -67.9% | 0.009% | |
11/5/2024 | Empower Advisory Group LLC | 15,372,024 | $721.10M | 2.4% | +2.0% | 19.710% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 108,986 | $5.11M | 0.1% | -3.3% | 0.140% | |
11/5/2024 | Apollon Wealth Management LLC | 11,734 | $550K | 0.0% | -5.5% | 0.015% | |
11/5/2024 | Northwest Wealth Management LLC | 4,542 | $213K | 0.0% | N/A | 0.006% | |
11/4/2024 | Arvest Investments Inc. | 86,545 | $4.06M | 0.6% | -13.0% | 0.111% | |
11/4/2024 | Disciplined Investments LLC | 68,280 | $3.20M | 1.6% | -4.5% | 0.088% | |
11/1/2024 | Atria Investments Inc | 27,646 | $1.30M | 0.0% | -4.5% | 0.035% | |
11/1/2024 | Cypress Point Wealth Management LLC | 60,297 | $2.83M | 1.1% | +1.6% | 0.077% | |
11/1/2024 | Assetmark Inc. | 626,231 | $29.38M | 0.1% | -1.8% | 0.803% | |
11/1/2024 | Stone Point Wealth LLC | 28,530 | $1.34M | 0.4% | +4.6% | 0.037% | |
11/1/2024 | Vista Capital Partners Inc. | 51,119 | $2.40M | 0.3% | -1.3% | 0.066% | |
10/31/2024 | Washington Trust Bank | 5,900 | $277K | 0.0% | +8.3% | 0.008% | |
10/31/2024 | Montecito Bank & Trust | 4,341 | $204K | 0.0% | N/A | 0.006% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 53,777 | $2.52M | 0.5% | -1.7% | 0.069% | |
10/30/2024 | First Citizens Asset Management Inc. | 42,132 | $1.98M | 0.7% | -3.4% | 0.054% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 4,698 | $220K | 0.1% | N/A | 0.006% | |
10/29/2024 | Bear Mountain Capital Inc. | 47,404 | $2.15M | 0.8% | +1.8% | 0.061% | |
10/29/2024 | GFS Advisors LLC | 4,709 | $221K | 0.0% | -98.9% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 31,198 | $1.46M | 0.1% | +4.5% | 0.040% | |
10/28/2024 | William Howard & Co Financial Advisors Inc | 25,336 | $1.19M | 1.0% | +6.3% | 0.032% | |
10/28/2024 | Focus Financial Network Inc. | 4,675 | $219K | 0.0% | -4.9% | 0.006% | |
10/28/2024 | US Bancorp DE | 150,455 | $7.06M | 0.0% | -28.9% | 0.193% | |
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10/25/2024 | Strategic Financial Planning Inc. | 106,520 | $5.00M | 3.3% | +3.5% | 0.137% | |
10/25/2024 | Valmark Advisers Inc. | 157,437 | $7.39M | 0.1% | -5.0% | 0.202% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 48,978 | $2.30M | 1.3% | +2.8% | 0.063% | |
10/24/2024 | Modera Wealth Management LLC | 21,725 | $1.02M | 0.0% | -4.0% | 0.028% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 44,144 | $2.07M | 0.0% | -10.5% | 0.057% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 7,644 | $359K | 0.2% | -38.9% | 0.010% | |
10/23/2024 | Canal Capital Management LLC | 33,663 | $1.58M | 0.3% | +4.7% | 0.043% | |
10/23/2024 | Ballentine Partners LLC | 1,256,360 | $58.94M | 1.0% | +0.2% | 1.611% | |
10/23/2024 | Cambridge Advisors Inc. | 32,785 | $1.54M | 0.3% | +3.9% | 0.042% | |
10/23/2024 | JMG Financial Group Ltd. | 227,505 | $10.67M | 0.4% | -1.3% | 0.292% | |