3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,469 | $935K | 0.0% | +22.4% | 0.115% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 20,744 | $3M | 0.5% | -1.3% | 0.370% | |
2/26/2025 | Financial Advisory Corp | 56,836 | $8.22M | 1.4% | N/A | 1.013% | |
2/26/2025 | Virtue Capital Management LLC | 62,445 | $9.03M | 1.8% | -13.8% | 1.113% | |
2/20/2025 | Michels Family Financial LLC | 4,475 | $647K | 0.6% | N/A | 0.079% | |
2/18/2025 | MidWestOne Financial Group Inc. | 7,957 | $1.15M | 0.2% | +33.3% | 0.140% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 1,914 | $277K | 0.0% | +13.9% | 0.034% | |
2/18/2025 | Note Advisors LLC | 4,810 | $696K | 0.6% | N/A | 0.085% | |
2/17/2025 | Waverly Advisors LLC | 1,954 | $283K | 0.0% | N/A | 0.034% | |
2/17/2025 | Two Sigma Investments LP | 24,200 | $3.50M | 0.0% | N/A | 0.427% | |
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2/17/2025 | Silvercrest Asset Management Group LLC | 22,946 | $3.32M | 0.0% | +86.9% | 0.405% | |
2/17/2025 | Pathstone Holdings LLC | 163,028 | $23.58M | 0.1% | +3.6% | 2.875% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,816 | $551K | 0.2% | N/A | 0.067% | |
2/17/2025 | Guardian Wealth Advisors LLC NC | 1,127 | $163K | 0.0% | N/A | 0.020% | |
2/17/2025 | Cetera Investment Advisers | 30,212 | $4.37M | 0.0% | +6.8% | 0.533% | |
2/17/2025 | Baird Financial Group Inc. | 12,384 | $1.79M | 0.0% | +0.6% | 0.218% | |
2/17/2025 | Bank of America Corp DE | 452,691 | $65.46M | 0.0% | +0.2% | 7.984% | |
2/17/2025 | Ameriprise Financial Inc. | 91,089 | $13.18M | 0.0% | -6.6% | 1.607% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,227 | $177K | 0.0% | +1,127.0% | 0.022% | |
2/17/2025 | Allegheny Financial Group | 5,721 | $827K | 0.2% | +21.5% | 0.101% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 2,782 | $402K | 0.0% | N/A | 0.049% | |
2/14/2025 | Jane Street Group LLC | 2,830 | $409K | 0.0% | N/A | 0.050% | |
2/14/2025 | Comerica Bank | 1,504 | $217K | 0.0% | -4.5% | 0.027% | |
2/14/2025 | Lido Advisors LLC | 1,802 | $261K | 0.0% | -4.7% | 0.032% | |
2/14/2025 | Susquehanna International Group LLP | 15,430 | $2.23M | 0.0% | -54.1% | 0.272% | |
2/14/2025 | Stifel Financial Corp | 7,550 | $1.09M | 0.0% | -8.8% | 0.133% | |
2/14/2025 | Commerce Bank | 14,756 | $2.13M | 0.0% | +90.5% | 0.260% | |
2/13/2025 | Verisail Partners LLC | 4,621 | $668K | 0.3% | N/A | 0.081% | |
2/13/2025 | Mariner LLC | 3,465 | $501K | 0.0% | +5.7% | 0.061% | |
2/13/2025 | Bragg Financial Advisors Inc | 84,801 | $12.26M | 0.5% | -2.6% | 1.496% | |
2/13/2025 | Rockefeller Capital Management L.P. | 86,588 | $12.52M | 0.0% | +8.1% | 1.527% | |
2/13/2025 | Sterling Capital Management LLC | 1,644 | $238K | 0.0% | +55.8% | 0.029% | |
2/13/2025 | TRUE Private Wealth Advisors | 2,110 | $305K | 0.0% | +5.0% | 0.037% | |
2/13/2025 | Raymond James Financial Inc. | 22,680 | $3.28M | 0.0% | N/A | 0.400% | |
2/13/2025 | Envestnet Asset Management Inc. | 10,851 | $1.57M | 0.0% | -28.0% | 0.191% | |
2/13/2025 | Wells Fargo & Company MN | 25,376 | $3.67M | 0.0% | -2.4% | 0.448% | |
2/12/2025 | RWA Wealth Partners LLC | 36,032 | $5.21M | 0.1% | -2.6% | 0.635% | |
2/12/2025 | JPMorgan Chase & Co. | 28,061 | $4.06M | 0.0% | -2.8% | 0.495% | |
2/12/2025 | Potentia Wealth | 24,982 | $3.61M | 1.6% | N/A | 0.441% | |
2/11/2025 | Congress Wealth Management LLC DE | 55,196 | $7.98M | 0.1% | -0.5% | 0.973% | |
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2/11/2025 | LPL Financial LLC | 106,562 | $15.41M | 0.0% | +11.0% | 1.879% | |
2/11/2025 | Plancorp LLC | 4,507 | $652K | 0.0% | -2.3% | 0.079% | |
2/11/2025 | Oxford Financial Group LTD. LLC | 541 | $78K | 0.0% | N/A | 0.010% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 4,550 | $658K | 0.0% | +2.8% | 0.080% | |
2/10/2025 | Northwest Wealth Management LLC | 1,775 | $257K | 0.1% | +15.2% | 0.031% | |
2/10/2025 | Carl Stuart Investment Advisor Inc. | 54,551 | $7.89M | 4.2% | N/A | 0.962% | |
2/10/2025 | Commonwealth Equity Services LLC | 12,632 | $1.83M | 0.0% | +6.6% | 0.223% | |
2/7/2025 | Sequoia Financial Advisors LLC | 1,990 | $288K | 0.0% | +10.3% | 0.035% | |
2/7/2025 | HighTower Advisors LLC | 21,204 | $3.07M | 0.0% | -1.5% | 0.374% | |
2/7/2025 | Johnson Investment Counsel Inc. | 6,965 | $1.01M | 0.0% | N/A | 0.123% | |
2/7/2025 | Rialto Wealth Management LLC | 3,054 | $442K | 0.1% | N/A | 0.054% | |
2/7/2025 | AMG National Trust Bank | 7,531 | $1.09M | 0.0% | N/A | 0.133% | |
2/7/2025 | Berkshire Asset Management LLC PA | 16,252 | $2.41M | 0.1% | -21.0% | 0.287% | |
2/6/2025 | Raymond James Financial Inc. | 22,680 | $3.28M | 0.0% | N/A | 0.400% | |
2/5/2025 | SVB Wealth LLC | 3,192 | $462K | 0.0% | N/A | 0.056% | |
2/5/2025 | Parkside Financial Bank & Trust | 8,088 | $1.17M | 0.2% | -18.1% | 0.143% | |
2/4/2025 | FourThought Financial Partners LLC | 7,367 | $1.07M | 0.1% | +4.1% | 0.130% | |
2/3/2025 | Jordan Park Group LLC | 9,913 | $1.43M | 0.1% | +10.1% | 0.175% | |
2/3/2025 | Private Advisor Group LLC | 6,118 | $885K | 0.0% | -6.9% | 0.108% | |
1/31/2025 | WestHill Financial Advisors Inc. | 55,340 | $8.00M | 1.8% | +2.3% | 0.976% | |
1/31/2025 | Atria Wealth Solutions Inc. | 4,999 | $723K | 0.0% | +6.1% | 0.088% | |
1/31/2025 | Truist Financial Corp | 3,407 | $493K | 0.0% | +18.1% | 0.060% | |
1/30/2025 | Red Cedar Investment Management LLC | 19,109 | $2.76M | 0.3% | -32.9% | 0.337% | |
1/29/2025 | Jmac Enterprises LLC | 23,993 | $3.47M | 0.5% | +0.9% | 0.423% | |
1/29/2025 | Savant Capital LLC | 51,022 | $7.38M | 0.1% | -0.8% | 0.900% | |
1/28/2025 | 1900 Wealth Management LLC | 4,115 | $595K | 0.0% | -32.5% | 0.073% | |
1/23/2025 | Institute for Wealth Management LLC. | 21,340 | $3.09M | 0.4% | -1.1% | 0.376% | |
1/23/2025 | Fifth Third Securities Inc. | 10,311 | $1.49M | 0.1% | -2.5% | 0.182% | |
1/23/2025 | Stordahl Capital Management Inc. | 2,722 | $394K | 0.1% | -6.6% | 0.048% | |
1/23/2025 | Synergy Asset Management LLC | 350 | $52K | 0.0% | N/A | 0.006% | |
1/23/2025 | Nvest Financial LLC | 1,559 | $225K | 0.1% | N/A | 0.027% | |
1/22/2025 | Perigon Wealth Management LLC | 2,680 | $393K | 0.0% | +14.3% | 0.047% | |
1/22/2025 | McLean Asset Management Corp | 4,560 | $659K | 0.2% | +2.7% | 0.080% | |
1/21/2025 | Rodgers & Associates LTD | 16,697 | $2.42M | 0.3% | -4.6% | 0.294% | |
1/21/2025 | Cornerstone Wealth Management LLC | 2,588 | $374K | 0.0% | +15.2% | 0.046% | |
1/17/2025 | IVC Wealth Advisors LLC | 8,600 | $1.24M | 0.7% | -0.9% | 0.152% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 19,555 | $2.83M | 0.0% | -9.7% | 0.345% | |
1/17/2025 | Phoenix Wealth Advisors | 20,709 | $3.00M | 1.3% | +10.4% | 0.365% | |
1/17/2025 | Atomi Financial Group Inc. | 1,821 | $263K | 0.0% | N/A | 0.032% | |
1/13/2025 | AdvisorNet Financial Inc | 18,592 | $2.69M | 0.2% | +5.6% | 0.328% | |
1/13/2025 | Miracle Mile Advisors LLC | 5,307 | $767K | 0.0% | -24.8% | 0.094% | |
12/26/2024 | JPMorgan Chase & Co. | 28,868 | $4.25M | 0.0% | +4.5% | 0.518% | |
11/27/2024 | Franklin Resources Inc. | 25,052 | $3.69M | 0.0% | -0.9% | 0.450% | |
11/18/2024 | Virtue Capital Management LLC | 72,468 | $10.66M | 2.1% | +17.4% | 1.301% | |
11/15/2024 | MidWestOne Financial Group Inc. | 5,970 | $878K | 0.1% | +52.8% | 0.107% | |
11/15/2024 | MML Investors Services LLC | 3,307 | $487K | 0.0% | +2.7% | 0.059% | |
11/15/2024 | Stifel Financial Corp | 8,280 | $1.22M | 0.0% | -9.8% | 0.149% | |
11/15/2024 | HighTower Advisors LLC | 21,532 | $3.17M | 0.0% | -4.2% | 0.387% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 2,710 | $425K | 0.3% | -2.8% | 0.049% | |
11/14/2024 | TRUE Private Wealth Advisors | 2,010 | $296K | 0.0% | +11.7% | 0.036% | |
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11/14/2024 | Rockefeller Capital Management L.P. | 80,124 | $11.79M | 0.0% | -1.1% | 1.438% | |
11/13/2024 | Freedom Investment Management Inc. | 5,525 | $813K | 0.1% | -8.3% | 0.099% | |
11/13/2024 | Private Trust Co. NA | 284 | $42K | 0.0% | +468.0% | 0.005% | |
11/8/2024 | Commerce Bank | 7,745 | $1.14M | 0.0% | -8.7% | 0.139% | |
11/8/2024 | Vance Wealth Inc. | 3,136 | $461K | 0.2% | +6.5% | 0.056% | |
11/7/2024 | Pathstone Holdings LLC | 157,302 | $23.15M | 0.1% | +2.9% | 2.824% | |
11/6/2024 | Vawter Financial Ltd. | 3,261 | $480K | 0.3% | -2.5% | 0.059% | |
11/6/2024 | Oppenheimer & Co. Inc. | 4,803 | $707K | 0.0% | +1.8% | 0.086% | |
11/5/2024 | Northwest Wealth Management LLC | 1,541 | $227K | 0.1% | N/A | 0.028% | |
11/4/2024 | 1900 Wealth Management LLC | 7,501 | $1.05M | 0.1% | +22.4% | 0.135% | |