3/27/2025 | Milestone Asset Management Group LLC | 4,019 | $236K | 0.2% | N/A | 0.003% | |
3/25/2025 | Higgins & Schmidt Wealth Strategies LLC | 125,128 | $7.36M | 4.6% | N/A | 0.099% | |
3/24/2025 | Avant Financial Advisors LLC | 70,260 | $4.13M | 3.7% | N/A | 0.055% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 267,563 | $15.73M | 0.0% | +2.5% | 0.211% | |
3/13/2025 | Silver Oak Wealth Advisors Services LLC | 110,241 | $6.48M | 5.7% | N/A | 0.088% | |
3/10/2025 | Mattson Financial Services LLC | 18,268 | $1.18M | 0.4% | -2.8% | 0.015% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 7,053 | $415K | 0.3% | N/A | 0.006% | |
3/6/2025 | Arcadia Wealth Management Inc. | 32,896 | $1.93M | 1.6% | N/A | 0.026% | |
3/4/2025 | Dogwood Wealth Management LLC | 26,191 | $1.54M | 0.8% | -2.8% | 0.021% | |
2/27/2025 | REAP Financial Group LLC | 174,616 | $10.27M | 2.5% | +0.2% | 0.139% | |
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2/27/2025 | ABLE Financial Group LLC | 80,959 | $4.76M | 1.4% | N/A | 0.065% | |
2/27/2025 | XY Planning Network Inc. | 3,428 | $202K | 0.2% | N/A | 0.003% | |
2/25/2025 | Leigh Baldwin & CO. LLC | 6,649 | $391K | 0.2% | N/A | 0.007% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 7,929 | $466K | 0.0% | -15.4% | 0.009% | |
2/25/2025 | Armis Advisers LLC | 173,061 | $10.17M | 1.2% | N/A | 0.193% | |
2/24/2025 | Great Valley Advisor Group Inc. | 681,764 | $40.08M | 0.9% | +9.7% | 0.762% | |
2/24/2025 | Ameriflex Group Inc. | 6,183 | $366K | 0.2% | N/A | 0.007% | |
2/19/2025 | ARQ Wealth Advisors LLC | 74,996 | $4.41M | 1.7% | +2.2% | 0.084% | |
2/19/2025 | Richmond Investment Services LLC | 30,519 | $1.79M | 1.0% | N/A | 0.034% | |
2/19/2025 | WCG Wealth Advisors LLC | 101,751 | $5.98M | 0.4% | +8.5% | 0.114% | |
2/18/2025 | GTS Securities LLC | 8,418 | $495K | 0.0% | N/A | 0.009% | |
2/18/2025 | Investmark Advisory Group LLC | 3,616 | $213K | 0.1% | N/A | 0.004% | |
2/18/2025 | Orion Capital Management LLC | 9,421 | $554K | 0.2% | -5.9% | 0.011% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 364,767 | $21.45M | 0.4% | +20.4% | 0.408% | |
2/17/2025 | Waverly Advisors LLC | 184,161 | $10.83M | 0.2% | +0.8% | 0.206% | |
2/17/2025 | Trace Wealth Advisors LLC | 41,941 | $2.47M | 2.2% | N/A | 0.047% | |
2/17/2025 | Royal Bank of Canada | 269,597 | $15.85M | 0.0% | +1.8% | 0.301% | |
2/17/2025 | Minot DeBlois Advisors LLC | 437 | $26K | 0.0% | N/A | 0.000% | |
2/17/2025 | JRM Investment Counsel LLC | 270,496 | $15.90M | 5.6% | +6.4% | 0.302% | |
2/17/2025 | Focus Partners Wealth | 376,653 | $22.14M | 0.1% | +13.8% | 0.421% | |
2/17/2025 | Evensky & Katz LLC | 22,539 | $1.33M | 0.1% | -4.0% | 0.025% | |
2/17/2025 | EP Wealth Advisors LLC | 58,250 | $3.42M | 0.0% | +5.1% | 0.065% | |
2/17/2025 | CoreCap Advisors LLC | 13,230 | $778K | 0.0% | +765.8% | 0.015% | |
2/17/2025 | Cresset Asset Management LLC | 343,733 | $20.21M | 0.1% | +3.3% | 0.384% | |
2/17/2025 | Cetera Investment Advisers | 212,051 | $12.47M | 0.0% | +107.9% | 0.237% | |
2/17/2025 | Captrust Financial Advisors | 7,049 | $414K | 0.0% | +103.6% | 0.008% | |
2/17/2025 | Cardiff Park Advisors LLC | 193,412 | $11.37M | 1.1% | +6.8% | 0.216% | |
2/17/2025 | Citadel Advisors LLC | 192,864 | $11.34M | 0.0% | +53.7% | 0.215% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 4,381 | $258K | 0.1% | +12.4% | 0.005% | |
2/17/2025 | Bank of America Corp DE | 974,714 | $57.30M | 0.0% | +122.3% | 1.089% | |
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2/17/2025 | Ameriprise Financial Inc. | 749,132 | $44.04M | 0.0% | +37.2% | 0.837% | |
2/17/2025 | Aptus Capital Advisors LLC | 1,277 | $75K | 0.0% | -81.6% | 0.001% | |
2/14/2025 | West Paces Advisors Inc. | 455,093 | $26.76M | 6.5% | +0.1% | 0.508% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 8,028,007 | $471.97M | 1.2% | N/A | 8.970% | |
2/14/2025 | Jane Street Group LLC | 3,418 | $201K | 0.0% | -99.8% | 0.004% | |
2/14/2025 | Westbourne Investments Inc. | 8,332 | $488K | 0.3% | N/A | 0.009% | |
2/14/2025 | Navigoe LLC | 19,941 | $1.17M | 1.1% | N/A | 0.022% | |
2/14/2025 | WealthCollab LLC | 46,157 | $2.71M | 1.7% | +8.1% | 0.052% | |
2/14/2025 | Comerica Bank | 40,128 | $2.36M | 0.0% | +60.1% | 0.045% | |
2/14/2025 | Parkshore Wealth Management Inc. | 3,408 | $200K | 0.1% | N/A | 0.004% | |
2/14/2025 | Betterment LLC | 13,657 | $803K | 0.0% | +10.1% | 0.015% | |
2/14/2025 | Oak Wealth Advisors LLC | 111,955 | $6.58M | 5.1% | N/A | 0.125% | |
2/14/2025 | Berger Financial Group Inc | 197,570 | $11.62M | 0.8% | -1.4% | 0.221% | |
2/14/2025 | Prosperity Consulting Group LLC | 40,089 | $2.36M | 0.2% | -1.7% | 0.045% | |
2/14/2025 | Capital Analysts LLC | 7,718 | $454K | 0.0% | -42.0% | 0.009% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 3,463 | $204K | 0.0% | N/A | 0.004% | |
2/14/2025 | IHT Wealth Management LLC | 229,750 | $13.51M | 0.4% | +364.6% | 0.257% | |
2/14/2025 | Stifel Financial Corp | 70,337 | $4.14M | 0.0% | +13.3% | 0.079% | |
2/14/2025 | OneDigital Investment Advisors LLC | 210,234 | $12.36M | 0.1% | +4.9% | 0.235% | |
2/14/2025 | MML Investors Services LLC | 1,069,210 | $62.86M | 0.2% | +13.6% | 1.195% | |
2/14/2025 | First Trust Advisors LP | 4,188 | $246K | 0.0% | N/A | 0.005% | |
2/14/2025 | GeoWealth Management LLC | 136,557 | $8.03M | 0.3% | -18.7% | 0.153% | |
2/13/2025 | NewEdge Advisors LLC | 78,841 | $4.64M | 0.0% | +421.7% | 0.088% | |
2/13/2025 | Operose Advisors LLC | 1,330 | $78K | 0.0% | +758.1% | 0.001% | |
2/13/2025 | CreativeOne Wealth LLC | 166,489 | $9.79M | 0.3% | +24.5% | 0.186% | |
2/13/2025 | Mariner LLC | 112,347 | $6.61M | 0.0% | +5.5% | 0.126% | |
2/13/2025 | Townsquare Capital LLC | 24,189 | $1.42M | 0.0% | N/A | 0.027% | |
2/13/2025 | Nicolet Bankshares Inc. | 174,069 | $10.23M | 2.4% | N/A | 0.194% | |
2/13/2025 | Rockefeller Capital Management L.P. | 93,618 | $5.50M | 0.0% | +56.2% | 0.105% | |
2/13/2025 | Family Office Research LLC | 38,036 | $2.24M | 1.0% | N/A | 0.042% | |
2/13/2025 | EnRich Financial Partners LLC | 71,274 | $4.19M | 1.4% | +2.9% | 0.080% | |
2/13/2025 | Kelman Lazarov Inc. | 103,460 | $6.08M | 1.1% | -6.0% | 0.116% | |
2/13/2025 | Bessemer Group Inc. | 1,231 | $73K | 0.0% | -92.8% | 0.001% | |
2/13/2025 | Waddell & Associates LLC | 515,289 | $30.29M | 3.1% | +3.7% | 0.576% | |
2/13/2025 | Raymond James Financial Inc. | 272,508 | $16.02M | 0.0% | N/A | 0.304% | |
2/13/2025 | Advisory Services Network LLC | 25,354 | $1.49M | 0.0% | -16.5% | 0.028% | |
2/13/2025 | Renaissance Technologies LLC | 13,200 | $776K | 0.0% | N/A | 0.015% | |
2/13/2025 | Bank of Montreal Can | 1,065,598 | $62.65M | 0.0% | +103.7% | 1.191% | |
2/13/2025 | Cerity Partners LLC | 2,194,942 | $129.04M | 0.3% | +2.8% | 2.452% | |
2/13/2025 | Ritter Daniher Financial Advisory LLC DE | 397,475 | $23.37M | 6.6% | +12.1% | 0.444% | |
2/13/2025 | Quadrant Capital Group LLC | 551 | $32K | 0.0% | -35.3% | 0.001% | |
2/13/2025 | Annandale Capital LLC | 66,683 | $3.92M | 0.6% | +0.7% | 0.075% | |
2/13/2025 | Envestnet Asset Management Inc. | 14,915,520 | $876.88M | 0.3% | +8.1% | 16.665% | |
2/13/2025 | Wells Fargo & Company MN | 2,061,263 | $121.18M | 0.0% | +40.0% | 2.303% | |
2/12/2025 | World Investment Advisors | 10,911 | $641K | 0.0% | +24.7% | 0.012% | |
2/12/2025 | Nicolet Advisory Services LLC | 434,232 | $25.01M | 2.3% | N/A | 0.485% | |
2/12/2025 | Grand Wealth Management LLC | 159,384 | $9.37M | 5.2% | +17.0% | 0.178% | |
2/12/2025 | Disciplina Capital Management LLC | 49,449 | $2.91M | 0.5% | -0.9% | 0.055% | |
2/12/2025 | Nemes Rush Group LLC | 2,225 | $131K | 0.0% | +109.3% | 0.002% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 1,254 | $74K | 0.0% | +30.2% | 0.001% | |
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2/12/2025 | CIBC Private Wealth Group LLC | 1,457 | $86K | 0.0% | -52.4% | 0.002% | |
2/12/2025 | ARK & TLK Investments LLC | 10,170 | $598K | 0.2% | +9.6% | 0.011% | |
2/12/2025 | Tucker Asset Management LLC | 569 | $33K | 0.0% | N/A | 0.001% | |
2/12/2025 | Transamerica Financial Advisors Inc. | 50,024 | $2.94M | 0.3% | +2.3% | 0.056% | |
2/12/2025 | Orion Portfolio Solutions LLC | 469,884 | $27.62M | 0.3% | -3.6% | 0.525% | |
2/12/2025 | Broadway Wealth Solutions Inc. | 68,967 | $4.06M | 3.1% | N/A | 0.077% | |
2/12/2025 | JPMorgan Chase & Co. | 120,771 | $7.10M | 0.0% | -6.9% | 0.135% | |
2/12/2025 | Hardin Capital Partners LLC | 10,315 | $606K | 0.4% | +11.9% | 0.012% | |
2/12/2025 | Ausdal Financial Partners Inc. | 11,525 | $678K | 0.1% | -5.1% | 0.013% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 67,193 | $3.95M | 0.0% | +55.4% | 0.075% | |