3/17/2025 | Wealth Enhancement Advisory Services LLC | 867,159 | $21.56M | 0.0% | +5.9% | 0.303% | |
3/14/2025 | Tableaux LLC | 9,272 | $230K | 0.2% | N/A | 0.003% | |
3/3/2025 | American Investment Services Inc. | 377,367 | $9.38M | 1.6% | -3.9% | 0.132% | |
2/27/2025 | XY Planning Network Inc. | 105,780 | $2.63M | 2.0% | N/A | 0.040% | |
2/25/2025 | Integrated Advisors Network LLC | 214,115 | $5.32M | 0.3% | +5.0% | 0.081% | |
2/21/2025 | Ascent Group LLC | 14,876 | $370K | 0.0% | -6.5% | 0.006% | |
2/21/2025 | Vermillion Wealth Management Inc. | 7,235 | $180K | 0.1% | N/A | 0.003% | |
2/20/2025 | Forum Financial Management LP | 1,319,106 | $32.79M | 0.5% | -0.5% | 0.497% | |
2/18/2025 | Headinvest LLC | 8,322 | $207K | 0.0% | -10.1% | 0.003% | |
2/18/2025 | Investmark Advisory Group LLC | 53,061 | $1.32M | 0.6% | +6.4% | 0.020% | |
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2/18/2025 | Legacy Financial Group Inc. | 572,542 | $14.23M | 4.6% | +8.7% | 0.216% | |
2/18/2025 | RB Capital Management LLC | 17,407 | $433K | 0.1% | +23.6% | 0.007% | |
2/18/2025 | Orion Capital Management LLC | 3,464 | $86K | 0.0% | N/A | 0.001% | |
2/18/2025 | McCarthy Asset Management Inc. | 11,916 | $296K | 0.2% | -58.2% | 0.004% | |
2/18/2025 | Monograph Wealth Advisors LLC | 5,483,158 | $136.31M | 18.0% | -2.7% | 2.064% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 3,840,874 | $95.48M | 1.6% | +32.2% | 1.446% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 12,018 | $299K | 0.2% | N/A | 0.005% | |
2/18/2025 | Lantern Wealth Advisors LLC | 123,041 | $3.06M | 2.0% | +0.3% | 0.046% | |
2/17/2025 | Vance Wealth LLC | 1,113,860 | $27.69M | 10.7% | +1.2% | 0.419% | |
2/17/2025 | Visionary Wealth Advisors | 140,777 | $3.50M | 0.2% | +17.0% | 0.053% | |
2/17/2025 | Triune Financial Partners LLC | 3,691,185 | $91.76M | 28.9% | +5.4% | 1.390% | |
2/17/2025 | Safeguard Investment Advisory Group LLC | 37,111 | $923K | 0.3% | -3.3% | 0.014% | |
2/17/2025 | Royal Bank of Canada | 2,906,218 | $72.25M | 0.0% | +156.4% | 1.094% | |
2/17/2025 | Quantinno Capital Management LP | 16,290 | $405K | 0.0% | -19.1% | 0.006% | |
2/17/2025 | Pathstone Holdings LLC | 3,165,863 | $78.70M | 0.3% | -2.9% | 1.192% | |
2/17/2025 | LRI Investments LLC | 993,253 | $24.69M | 2.1% | -0.3% | 0.374% | |
2/17/2025 | Focus Partners Wealth | 10,936,849 | $272.67M | 0.7% | -1.6% | 4.118% | |
2/17/2025 | EP Wealth Advisors LLC | 621,555 | $15.45M | 0.1% | +71.6% | 0.234% | |
2/17/2025 | Colonial Trust Co SC | 35,557 | $884K | 0.1% | +12.7% | 0.013% | |
2/17/2025 | Cornerstone Financial Group LLC NE | 143,560 | $3.57M | 3.5% | N/A | 0.054% | |
2/17/2025 | Cresset Asset Management LLC | 38,250 | $951K | 0.0% | -17.6% | 0.014% | |
2/17/2025 | Cetera Investment Advisers | 334,041 | $8.30M | 0.0% | +4.0% | 0.126% | |
2/17/2025 | Cahill Financial Advisors Inc. | 653,059 | $16.24M | 2.2% | +0.2% | 0.246% | |
2/17/2025 | Captrust Financial Advisors | 285,630 | $7.10M | 0.0% | -2.0% | 0.108% | |
2/17/2025 | Cardiff Park Advisors LLC | 1,301,606 | $32.36M | 3.1% | +0.9% | 0.490% | |
2/17/2025 | Cary Street Partners Financial LLC | 77,327 | $1.92M | 0.1% | N/A | 0.029% | |
2/17/2025 | Bank of America Corp DE | 1,432,749 | $35.62M | 0.0% | -8.7% | 0.539% | |
2/17/2025 | Ameriprise Financial Inc. | 16,252 | $404K | 0.0% | N/A | 0.006% | |
2/17/2025 | Aptus Capital Advisors LLC | 7,448 | $185K | 0.0% | -41.3% | 0.003% | |
2/17/2025 | Ancora Advisors LLC | 16,044 | $399K | 0.0% | -31.0% | 0.006% | |
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2/14/2025 | Mercer Global Advisors Inc. ADV | 539,593 | $13.41M | 0.0% | -54.0% | 0.203% | |
2/14/2025 | Jane Street Group LLC | 16,601 | $413K | 0.0% | -98.9% | 0.006% | |
2/14/2025 | Rehmann Capital Advisory Group | 104,303 | $2.59M | 0.2% | +7.0% | 0.039% | |
2/14/2025 | Navigoe LLC | 3,319 | $82K | 0.1% | N/A | 0.001% | |
2/14/2025 | Comerica Bank | 3,818,106 | $94.92M | 0.4% | -6.7% | 1.438% | |
2/14/2025 | Capstone Financial Advisors Inc. | 2,217,826 | $55.14M | 3.4% | -0.7% | 0.835% | |
2/14/2025 | Betterment LLC | 290,923 | $7.23M | 0.0% | +16.8% | 0.110% | |
2/14/2025 | Oak Wealth Advisors LLC | 20,974 | $521K | 0.4% | N/A | 0.008% | |
2/14/2025 | Berger Financial Group Inc | 53,966 | $1.34M | 0.1% | N/A | 0.020% | |
2/14/2025 | Topsail Wealth Management LLC | 75,739 | $1.88M | 0.4% | N/A | 0.029% | |
2/14/2025 | Integrated Wealth Concepts LLC | 351,829 | $8.75M | 0.1% | -7.8% | 0.132% | |
2/14/2025 | RBF Capital LLC | 165,000 | $4.10M | 0.2% | -21.9% | 0.062% | |
2/14/2025 | MGO One Seven LLC | 10,965 | $273K | 0.0% | N/A | 0.004% | |
2/14/2025 | Susquehanna International Group LLP | 451,082 | $11.21M | 0.0% | N/A | 0.170% | |
2/14/2025 | OneDigital Investment Advisors LLC | 908,539 | $22.59M | 0.3% | -1.8% | 0.342% | |
2/14/2025 | MML Investors Services LLC | 124,485 | $3.10M | 0.0% | +2.0% | 0.047% | |
2/14/2025 | Freedom Investment Management Inc. | 22,889 | $569K | 0.0% | +2.9% | 0.009% | |
2/14/2025 | Forum Financial Management LP | 1,204,303 | $29.94M | 0.5% | -9.2% | 0.453% | |
2/14/2025 | Holcombe Financial Inc. | 19,496 | $485K | 0.4% | N/A | 0.007% | |
2/14/2025 | GeoWealth Management LLC | 2,751,747 | $68.41M | 2.2% | +82.2% | 1.036% | |
2/14/2025 | Bridge Generations Wealth Management LLC | 119,035 | $2.96M | 2.0% | N/A | 0.045% | |
2/13/2025 | Strategic Investment Solutions Inc. IL | 382,232 | $9.47M | 3.1% | +1.9% | 0.144% | |
2/13/2025 | Everest Management Corp. | 8,585 | $213K | 0.2% | N/A | 0.003% | |
2/13/2025 | Rather & Kittrell Inc. | 89,706 | $2.23M | 0.5% | +20.1% | 0.034% | |
2/13/2025 | Master S Wealth Management Inc. | 1,261,871 | $31.37M | 16.7% | N/A | 0.475% | |
2/13/2025 | Strategies Wealth Advisors LLC | 15,591 | $404K | 0.1% | N/A | 0.006% | |
2/13/2025 | CreativeOne Wealth LLC | 34,402 | $855K | 0.0% | -4.8% | 0.013% | |
2/13/2025 | Mariner LLC | 322,581 | $8.02M | 0.0% | +0.5% | 0.121% | |
2/13/2025 | Financial Alternatives Inc | 20,582 | $512K | 0.4% | +5.8% | 0.008% | |
2/13/2025 | Advisors Capital Management LLC | 34,086 | $847K | 0.0% | -7.8% | 0.013% | |
2/13/2025 | Aquire Wealth Advisors LLC | 69,501 | $1.73M | 0.5% | +1.1% | 0.026% | |
2/13/2025 | Elios Financial Group Inc. | 125,974 | $3.13M | 1.5% | +5.5% | 0.047% | |
2/13/2025 | Glass Jacobson Investment Advisors llc | 27,965 | $695K | 0.2% | -24.1% | 0.011% | |
2/13/2025 | Bessemer Group Inc. | 15,219 | $378K | 0.0% | N/A | 0.006% | |
2/13/2025 | Raymond James Financial Inc. | 1,495,523 | $37.18M | 0.0% | N/A | 0.563% | |
2/13/2025 | Canopy Partners LLC | 166,046 | $4.13M | 1.6% | +2.9% | 0.063% | |
2/13/2025 | Bank of Montreal Can | 4,079 | $101K | 0.0% | +868.9% | 0.002% | |
2/13/2025 | Shakespeare Wealth Management LLC | 21,687 | $539K | 0.1% | +4.5% | 0.008% | |
2/13/2025 | Cerity Partners LLC | 89,380 | $2.24M | 0.0% | +1.8% | 0.034% | |
2/13/2025 | Annandale Capital LLC | 15,060 | $374K | 0.1% | +5.7% | 0.006% | |
2/13/2025 | Envestnet Asset Management Inc. | 8,337,961 | $207.28M | 0.1% | -8.3% | 3.139% | |
2/13/2025 | Wells Fargo & Company MN | 8,091 | $201K | 0.0% | +23,697.1% | 0.003% | |
2/13/2025 | Arizona PSPRS Trust | 72,295 | $1.80M | 0.1% | N/A | 0.027% | |
2/13/2025 | Hurlow Wealth Management Group Inc. | 302,224 | $7.51M | 2.3% | +5.3% | 0.114% | |
2/12/2025 | Astra Wealth Partners LLC | 57,943 | $1.44M | 1.3% | N/A | 0.022% | |
2/12/2025 | Conquis Financial LLC | 381,633 | $9.49M | 9.7% | N/A | 0.144% | |
2/12/2025 | Grand Wealth Management LLC | 535,336 | $13.31M | 7.4% | -6.6% | 0.202% | |
2/12/2025 | Disciplined Investors L.L.C. | 30,581 | $748K | 0.7% | N/A | 0.012% | |
2/12/2025 | Treynor Bancshares Inc. | 156,658 | $3.90M | 4.1% | +28.0% | 0.059% | |
2/12/2025 | OLD Mission Capital LLC | 431,117 | $10.72M | 0.2% | +26.0% | 0.162% | |
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2/12/2025 | Prudent Man Investment Management Inc. | 49,363 | $1.23M | 0.7% | N/A | 0.019% | |
2/12/2025 | C M Bidwell & Associates Ltd. | 83,367 | $2.07M | 1.3% | +1.3% | 0.031% | |
2/12/2025 | Partners in Financial Planning | 26,869 | $668K | 0.1% | N/A | 0.010% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 14,238 | $354K | 0.0% | +161.9% | 0.005% | |
2/12/2025 | Physician Wealth Advisors Inc. | 81,131 | $2.02M | 0.3% | +1.9% | 0.031% | |
2/12/2025 | CIBC Private Wealth Group LLC | 7,204 | $180K | 0.0% | -6.5% | 0.003% | |
2/12/2025 | Sanctuary Wealth Management L.L.C. | 5,184 | $129K | 0.1% | -10.2% | 0.002% | |
2/12/2025 | Michael A. Dubis Financial Planning LLC | 9,984 | $248K | 0.2% | N/A | 0.004% | |
2/12/2025 | Alerus Financial NA | 3,548,083 | $88.21M | 6.8% | -1.1% | 1.336% | |
2/12/2025 | Orion Portfolio Solutions LLC | 60,273 | $1.50M | 0.0% | +7.4% | 0.023% | |