1/17/2025 | Bartlett & CO. Wealth Management LLC | 5,345 | $546K | 0.0% | -2.3% | 0.249% | |
1/16/2025 | Wooster Corthell Wealth Management Inc. | 6,922 | $708K | 0.2% | -2.7% | 0.322% | |
1/15/2025 | Cypress Wealth Services LLC | 3,756 | $384K | 0.1% | -6.1% | 0.175% | |
1/14/2025 | Signal Advisors Wealth LLC | 2,919 | $298K | 0.0% | N/A | 0.136% | |
1/13/2025 | Marcum Wealth LLC | 27,787 | $2.84M | 0.2% | N/A | 1.292% | |
12/26/2024 | JPMorgan Chase & Co. | 230,467 | $24.62M | 0.0% | -2.8% | 10.719% | |
11/25/2024 | Destination Wealth Management | 172,390 | $18.42M | 0.6% | +2.6% | 8.018% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 4,580 | $489K | 0.0% | N/A | 0.213% | |
11/25/2024 | Sanctuary Advisors LLC | 31,988 | $3.30M | 0.0% | -5.7% | 1.488% | |
11/15/2024 | Jane Street Group LLC | 34,379 | $3.67M | 0.0% | +253.7% | 1.599% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 3,205 | $342K | 0.0% | -6.6% | 0.149% | |
11/15/2024 | Hilltop Holdings Inc. | 10,701 | $1.14M | 0.1% | +5.9% | 0.498% | |
11/15/2024 | Ascent Group LLC | 2,601 | $278K | 0.0% | -29.6% | 0.121% | |
11/12/2024 | Alesco Advisors LLC | 2,485 | $265K | 0.0% | N/A | 0.116% | |
11/9/2024 | German American Bancorp Inc. | 3,937 | $421K | 0.0% | +34.0% | 0.183% | |
11/7/2024 | AMG National Trust Bank | 2,550 | $272K | 0.0% | -36.0% | 0.119% | |
11/6/2024 | TSA Wealth Managment LLC | 5,970 | $638K | 0.3% | -3.9% | 0.278% | |
11/6/2024 | OneDigital Investment Advisors LLC | 134,651 | $14.39M | 0.2% | -7.6% | 6.263% | |
11/1/2024 | Assetmark Inc. | 372,200 | $39.77M | 0.1% | -2.5% | 17.312% | |
10/28/2024 | US Bancorp DE | 93,767 | $10.02M | 0.0% | +1.0% | 4.361% | |
10/24/2024 | Colton Groome Financial Advisors LLC | 29,165 | $3.12M | 1.2% | -6.9% | 1.357% | |
10/22/2024 | Private Advisor Group LLC | 3,074 | $328K | 0.0% | -8.2% | 0.143% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 7,117 | $760K | 0.2% | -6.4% | 0.331% | |
9/5/2024 | Sanctuary Advisors LLC | 33,922 | $3.42M | 0.0% | N/A | 1.578% | |
8/16/2024 | Ascent Group LLC | 3,696 | $380K | 0.0% | -13.8% | 0.172% | |
8/16/2024 | Susquehanna International Group LLP | 55,521 | $5.70M | 0.0% | -34.7% | 2.582% | |
8/8/2024 | Envestnet Asset Management Inc. | 19,594 | $2.01M | 0.0% | +6.7% | 0.911% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 1,537 | $158K | 0.0% | -23.8% | 0.071% | |
8/6/2024 | Hanlon Investment Management Inc. | 2,715 | $279K | 0.1% | +8.0% | 0.126% | |
8/2/2024 | Aveo Capital Partners LLC | 35,244 | $3.62M | 0.4% | +1.3% | 1.639% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 10,958 | $1.13M | 0.1% | +3.6% | 0.510% | |
7/29/2024 | Ameritas Advisory Services LLC | 2,497 | $257K | 0.0% | -14.0% | 0.116% | |
7/27/2024 | TSA Wealth Managment LLC | 6,213 | $638K | 0.3% | -46.3% | 0.289% | |
7/25/2024 | AMG National Trust Bank | 3,985 | $409K | 0.0% | +42.3% | 0.185% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 7,603 | $781K | 0.2% | -4.4% | 0.354% | |
7/25/2024 | Destination Wealth Management | 167,974 | $17.25M | 0.6% | +1.9% | 7.813% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 31,319 | $3.22M | 1.3% | -2.5% | 1.457% | |
7/10/2024 | Csenge Advisory Group | 11,782 | $1.21M | 0.1% | -10.4% | 0.548% | |
5/16/2024 | Jane Street Group LLC | 50,156 | $5.19M | 0.0% | -23.3% | 2.333% | |
5/15/2024 | Ascent Group LLC | 4,288 | $444K | 0.0% | -68.5% | 0.199% | |
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5/8/2024 | TSA Wealth Managment LLC | 11,571 | $1.20M | 0.5% | -3.3% | 0.538% | |
5/8/2024 | US Bancorp DE | 100,700 | $10.43M | 0.0% | -0.2% | 4.684% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,648 | $378K | 0.0% | -24.9% | 0.170% | |
5/4/2024 | Csenge Advisory Group | 13,150 | $1.36M | 0.1% | -34.8% | 0.612% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 10,578 | $1.10M | 0.1% | +30.0% | 0.492% | |
5/2/2024 | Hanlon Investment Management Inc. | 2,515 | $260K | 0.1% | -20.4% | 0.117% | |
5/1/2024 | Private Advisor Group LLC | 3,599 | $373K | 0.0% | -29.1% | 0.167% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 7,954 | $824K | 0.2% | -7.1% | 0.370% | |
4/26/2024 | UMB Bank n.a. | 454 | $47K | 0.0% | N/A | 0.021% | |
4/18/2024 | Tower Wealth Partners Inc. | 3,872 | $401K | 0.3% | +4.4% | 0.258% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 32,134 | $3.33M | 1.3% | -0.9% | 2.142% | |
4/16/2024 | Cypress Wealth Services LLC | 4,016 | $416K | 0.1% | -3.3% | 0.268% | |
4/13/2024 | Affinity Capital Advisors LLC | 3,397 | $352K | 0.1% | -23.8% | 0.226% | |
2/23/2024 | Beacon Financial Group | 1,933 | $203K | 0.0% | N/A | 0.129% | |
2/12/2024 | Hilltop Holdings Inc. | 9,142 | $962K | 0.1% | +11.4% | 0.609% | |
2/9/2024 | US Bancorp DE | 100,854 | $10.61M | 0.0% | +40.7% | 6.724% | |
2/9/2024 | TSA Wealth Managment LLC | 11,963 | $1.26M | 0.6% | N/A | 0.798% | |
2/9/2024 | Hanlon Investment Management Inc. | 3,159 | $332K | 0.1% | -39.1% | 0.211% | |
2/9/2024 | Assetmark Inc. | 983,157 | $103.46M | 0.4% | -8.9% | 65.544% | |
2/8/2024 | AMG National Trust Bank | 2,950 | $310K | 0.0% | -60.5% | 0.197% | |
2/8/2024 | Kickstand Ventures LLC. | 4,119 | $433K | 0.1% | -17.5% | 0.275% | |
2/8/2024 | First United Bank & Trust | 623 | $66K | 0.0% | N/A | 0.042% | |
2/8/2024 | Shared Vision Wealth Group LLC | 4,922 | $518K | 0.3% | N/A | 0.328% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,463 | $364K | 0.0% | -17.5% | 0.231% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,858 | $511K | 0.0% | -5.6% | 0.324% | |
2/7/2024 | Principal Securities Inc. | 235 | $25K | 0.0% | N/A | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 5,079 | $534K | 0.0% | -101.2% | 0.339% | |
2/6/2024 | Sheets Smith Wealth Management | 9,700 | $1.02M | 0.1% | N/A | 0.647% | |
2/6/2024 | Aveo Capital Partners LLC | 34,130 | $3.59M | 0.4% | -11.6% | 2.275% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,277 | $1.71M | 0.2% | +98.6% | 1.085% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 8,136 | $856K | 0.1% | -5.7% | 0.542% | |
1/31/2024 | Colton Groome Financial Advisors LLC | 32,419 | $3.41M | 1.5% | +50.1% | 2.161% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,009 | $422K | 0.0% | -16.4% | 0.267% | |
1/24/2024 | International Assets Investment Management LLC | 2,270 | $239K | 0.0% | N/A | 0.151% | |
1/22/2024 | Tower Wealth Partners Inc. | 3,710 | $390K | 0.3% | +12.6% | 0.247% | |
1/22/2024 | Mayflower Financial Advisors LLC | 2,086 | $220K | 0.0% | -51.0% | 0.139% | |
1/18/2024 | Wooster Corthell Wealth Management Inc. | 8,564 | $901K | 0.2% | -3.6% | 0.571% | |
1/16/2024 | Raymond James & Associates | 14,048 | $1.48M | 0.0% | -1.8% | 0.937% | |
1/11/2024 | Affinity Capital Advisors LLC | 4,460 | $469K | 0.1% | -39.2% | 0.297% | |
1/11/2024 | Cypress Wealth Services LLC | 4,152 | $437K | 0.1% | -14.2% | 0.277% | |
11/30/2023 | Modera Wealth Management LLC | 585,014 | $58.54M | 0.9% | N/A | 39.001% | |
11/20/2023 | Silver Oak Securities Incorporated | 8,195 | $820K | 0.2% | -35.5% | 0.546% | |
11/15/2023 | Kenfarb & CO. | 14,820 | $1.48M | 1.4% | -3.7% | 0.988% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 5,175 | $518K | 0.0% | -14.3% | 0.345% | |
11/13/2023 | Envestnet Asset Management Inc. | 45,698 | $4.57M | 0.0% | +433.4% | 3.047% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,146 | $515K | 0.0% | N/A | 0.343% | |
11/9/2023 | Biondo Investment Advisors LLC | 10,145 | $1.02M | 0.2% | +13.2% | 0.676% | |
11/9/2023 | Beaumont Capital Management LLC | 34,076 | $3.41M | 2.5% | +38.0% | 2.272% | |
11/9/2023 | Wealth Alliance | 3,736 | $374K | 0.1% | N/A | 0.249% | |
11/9/2023 | Blair William & Co. IL | 736 | $74K | 0.0% | +172.6% | 0.049% | |
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11/8/2023 | Avantax Advisory Services Inc. | 4,196 | $420K | 0.0% | +16.2% | 0.280% | |
11/8/2023 | Keybank National Association OH | 39,225 | $3.93M | 0.0% | -9.1% | 2.615% | |
11/7/2023 | Merit Financial Group LLC | 7,014 | $702K | 0.0% | N/A | 0.468% | |
11/7/2023 | Cape Investment Advisory Inc. | 663 | $66K | 0.0% | -19.2% | 0.044% | |
11/6/2023 | Aveo Capital Partners LLC | 38,602 | $3.86M | 0.5% | +981.0% | 2.573% | |
11/6/2023 | Buck Wealth Strategies LLC | 346 | $35K | 0.0% | N/A | 0.023% | |
11/4/2023 | EverSource Wealth Advisors LLC | 394 | $39K | 0.0% | -39.4% | 0.026% | |
11/3/2023 | US Bancorp DE | 71,680 | $7.17M | 0.0% | +2.0% | 4.779% | |
11/3/2023 | RCS Financial Planning LLC | 2,832 | $283K | 0.2% | N/A | 0.189% | |
11/2/2023 | Family Asset Management LLC | 299 | $30K | 0.0% | N/A | 0.020% | |