8/15/2025 | SkyView Investment Advisors LLC | 1,027,678 | $40.67M | 5.8% | +7.2% | 0.999% | |
8/15/2025 | Corient Private Wealth LLC | 982,624 | $38.97M | 0.0% | -3.5% | 0.955% | |
8/15/2025 | Equitable Holdings Inc. | 107,802 | $4.28M | 0.0% | -45.0% | 0.105% | |
8/15/2025 | Captrust Financial Advisors | 1,268,124 | $50.29M | 0.1% | +1.3% | 1.232% | |
8/15/2025 | Smartleaf Asset Management LLC | 39,899 | $1.58M | 0.1% | -6.9% | 0.039% | |
8/15/2025 | Orion Porfolio Solutions LLC | 49,237 | $1.95M | 0.0% | -51.9% | 0.048% | |
8/15/2025 | MML Investors Services LLC | 19,158 | $760K | 0.0% | +20.2% | 0.019% | |
8/15/2025 | IHT Wealth Management LLC | 5,208 | $207K | 0.0% | N/A | 0.005% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,812 | $231K | 0.0% | -55.4% | 0.006% | |
8/15/2025 | Bank of America Corp DE | 4,516,794 | $179.14M | 0.0% | +30.3% | 4.389% | |
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8/15/2025 | Ameriprise Financial Inc. | 10,705 | $425K | 0.0% | -73.9% | 0.010% | |
8/15/2025 | AQR Capital Management LLC | 516,626 | $20.49M | 0.0% | +1.0% | 0.502% | |
8/14/2025 | Raymond James Financial Inc. | 856,839 | $33.98M | 0.0% | +1.3% | 0.833% | |
8/14/2025 | Betterment LLC | 3,191,444 | $126.57M | 0.3% | -33.3% | 3.102% | |
8/14/2025 | Quantinno Capital Management LP | 123,189 | $4.89M | 0.0% | +30.7% | 0.120% | |
8/14/2025 | Glenview Trust co | 32,862 | $1.30M | 0.0% | +5.7% | 0.032% | |
8/14/2025 | NewEdge Advisors LLC | 103,215 | $4.09M | 0.0% | -0.5% | 0.100% | |
8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 10,083 | $400K | 0.4% | -19.5% | 0.010% | |
8/14/2025 | Qube Research & Technologies Ltd | 3,036 | $120K | 0.0% | -60.4% | 0.003% | |
8/14/2025 | Cerity Partners LLC | 1,313,393 | $52.09M | 0.1% | +6.8% | 1.276% | |
8/13/2025 | Brown Advisory Inc. | 6,355 | $252K | 0.0% | -50.9% | 0.006% | |
8/13/2025 | GeoWealth Management LLC | 115,397 | $4.58M | 0.2% | -8.3% | 0.112% | |
8/13/2025 | Baird Financial Group Inc. | 167,146 | $6.63M | 0.0% | -1.1% | 0.162% | |
8/13/2025 | EverSource Wealth Advisors LLC | 220,359 | $8.74M | 0.4% | +2.5% | 0.214% | |
8/13/2025 | IAG Wealth Partners LLC | 627,069 | $24.87M | 3.3% | +8.1% | 0.609% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 713,074 | $28.28M | 0.0% | -1.7% | 0.693% | |
8/13/2025 | Maia Wealth LLC | 46,419 | $1.84M | 0.4% | -10.5% | 0.045% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 14,379 | $570K | 0.0% | -2.1% | 0.014% | |
8/12/2025 | Insigneo Advisory Services LLC | 7,956 | $316K | 0.0% | +23.3% | 0.008% | |
8/12/2025 | Global Retirement Partners LLC | 24,164 | $958K | 0.0% | N/A | 0.023% | |
8/12/2025 | Vawter Financial Ltd. | 6,450 | $256K | 2.9% | -95.3% | 0.006% | |
8/12/2025 | Waterloo Capital L.P. | 12,954 | $514K | 0.0% | +2.4% | 0.013% | |
8/12/2025 | Cozad Asset Management Inc. | 85,235 | $3.38M | 0.3% | +8.3% | 0.083% | |
8/12/2025 | JPMorgan Chase & Co. | 108,298 | $4.30M | 0.0% | +65.9% | 0.105% | |
8/12/2025 | PKS Advisory Services LLC | 70,895 | $2.81M | 0.7% | -30.6% | 0.069% | |
8/11/2025 | TD Waterhouse Canada Inc. | 2,654 | $105K | 0.0% | N/A | 0.003% | |
8/11/2025 | Perennial Investment Advisors LLC | 29,566 | $1.17M | 0.1% | +1.0% | 0.029% | |
8/11/2025 | Paul R. Ried Financial Group LLC | 454,486 | $18.03M | 10.9% | +1.5% | 0.442% | |
8/8/2025 | Rockefeller Capital Management L.P. | 243,871 | $9.67M | 0.0% | +5.4% | 0.237% | |
8/8/2025 | Horizon Family Wealth Inc. | 409,575 | $16.24M | 9.9% | +3.4% | 0.398% | |
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8/8/2025 | Cetera Investment Advisers | 666,978 | $26.45M | 0.0% | -42.8% | 0.648% | |
8/8/2025 | Creative Planning | 11,851 | $470K | 0.0% | +19.1% | 0.012% | |
8/8/2025 | CFO4Life Group LLC | 141,903 | $5.63M | 0.9% | +1.1% | 0.138% | |
8/8/2025 | PNC Financial Services Group Inc. | 1,031 | $41K | 0.0% | -24.0% | 0.001% | |
8/7/2025 | Verus Capital Partners LLC | 9,418 | $374K | 0.0% | +4.3% | 0.009% | |
8/7/2025 | SFE Investment Counsel | 7,904 | $313K | 0.1% | -60.4% | 0.008% | |
8/7/2025 | Brio Consultants LLC | 959,806 | $38.07M | 5.6% | +3.3% | 0.933% | |
8/6/2025 | Commonwealth Equity Services LLC | 1,697,165 | $67.31M | 0.1% | +0.9% | 1.649% | |
8/5/2025 | Bank of New York Mellon Corp | 736,998 | $29.23M | 0.0% | -9.1% | 0.716% | |
8/5/2025 | Bank of Montreal Can | 4,975 | $197K | 0.0% | +14.3% | 0.005% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 471,733 | $18.41M | 8.9% | -6.2% | 0.458% | |
8/4/2025 | Amplius Wealth Advisors LLC | 27,849 | $1.10M | 0.1% | +1.0% | 0.027% | |
8/4/2025 | Ledyard National Bank | 508,812 | $20.18M | 1.9% | -1.7% | 0.494% | |
8/4/2025 | Assetmark Inc. | 7,513 | $298K | 0.0% | +79.9% | 0.007% | |
8/1/2025 | Strategic Financial Services Inc. | 949,667 | $37.66M | 2.0% | +7.7% | 0.923% | |
8/1/2025 | SYM FINANCIAL Corp | 5,050 | $200K | 0.0% | N/A | 0.005% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 42,905 | $1.70M | 0.1% | +57.7% | 0.042% | |
8/1/2025 | Envestnet Asset Management Inc. | 3,307,425 | $131.17M | 0.0% | +3.0% | 3.214% | |
7/31/2025 | Wealthfront Advisers LLC | 10,941 | $434K | 0.0% | +25.9% | 0.011% | |
7/31/2025 | Hixon Zuercher LLC | 554,790 | $22.00M | 7.1% | +1.0% | 0.539% | |
7/31/2025 | Brighton Jones LLC | 6,081 | $241K | 0.0% | +5.8% | 0.006% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 29,041 | $1.15M | 0.0% | +5.0% | 0.028% | |
7/30/2025 | Silver Oak Wealth Advisors Services LLC | 648,111 | $25.70M | 18.5% | +33.5% | 0.630% | |
7/30/2025 | Retirement Planning Group LLC | 87,096 | $3.45M | 0.1% | -1.6% | 0.085% | |
7/30/2025 | Syntegra Private Wealth Group LLC | 49,861 | $1.98M | 0.2% | +43.5% | 0.048% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 55,188 | $2.19M | 0.1% | -4.1% | 0.054% | |
7/30/2025 | Drive Wealth Management LLC | 74,651 | $2.96M | 0.6% | +2.7% | 0.073% | |
7/29/2025 | Kelman Lazarov Inc. | 957,305 | $37.97M | 6.2% | -0.3% | 0.930% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 28,278 | $1.12M | 0.0% | -77.6% | 0.027% | |
7/29/2025 | Private Trust Co. NA | 3,513 | $139K | 0.0% | -23.3% | 0.003% | |
7/29/2025 | Harbor Asset Planning Inc. | 76,156 | $3.02M | 2.9% | N/A | 0.074% | |
7/28/2025 | Private Wealth Asset Management LLC | 17,705 | $702K | 0.1% | +13.4% | 0.017% | |
7/28/2025 | Harbour Investments Inc. | 5,284 | $210K | 0.0% | -11.8% | 0.005% | |
7/28/2025 | Elmwood Wealth Management Inc. | 78,874 | $3.13M | 1.2% | -1.1% | 0.077% | |
7/25/2025 | Atria Wealth Solutions Inc. | 49,892 | $1.98M | 0.0% | -56.2% | 0.048% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 446,034 | $17.69M | 0.1% | -3.3% | 0.433% | |
7/25/2025 | LRI Investments LLC | 10,928 | $433K | 0.0% | N/A | 0.011% | |
7/25/2025 | Prostatis Group LLC | 46,067 | $1.83M | 0.5% | +101.8% | 0.045% | |
7/25/2025 | CWM LLC | 310,876 | $12.33M | 0.0% | -2.6% | 0.302% | |
7/25/2025 | Concurrent Investment Advisors LLC | 22,623 | $897K | 0.0% | +45.1% | 0.022% | |
7/24/2025 | Endeavor Private Wealth Inc. | 13,706 | $544K | 0.3% | -14.1% | 0.013% | |
7/24/2025 | IFP Advisors Inc | 119,325 | $4.73M | 0.1% | +6.1% | 0.116% | |
7/24/2025 | Blair William & Co. IL | 2,203 | $87K | 0.0% | -93.3% | 0.002% | |
7/24/2025 | GFG Capital LLC | 705,257 | $27.97M | 8.3% | -12.0% | 0.685% | |
7/24/2025 | Edge Financial Advisors LLC | 21,307 | $845K | 0.4% | -4.6% | 0.021% | |
7/23/2025 | Winthrop Advisory Group LLC | 122,587 | $4.86M | 0.5% | +13.1% | 0.119% | |
7/23/2025 | Sax Wealth Advisors LLC | 20,113 | $798K | 0.0% | N/A | 0.020% | |
7/22/2025 | Appleton Partners Inc. MA | 434,855 | $17.25M | 1.2% | +0.2% | 0.423% | |
7/22/2025 | Beacon Financial Advisory LLC | 8,200 | $325K | 0.1% | N/A | 0.008% | |
7/22/2025 | Mascoma Wealth Management LLC | 1,034 | $41K | 0.0% | -55.7% | 0.001% | |
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7/22/2025 | Wealthcare Advisory Partners LLC | 217,451 | $8.62M | 0.2% | +1.9% | 0.211% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,705 | $68K | 0.0% | N/A | 0.002% | |
7/21/2025 | Asset Advisors Investment Management LLC | 161,207 | $6.39M | 0.6% | N/A | 0.157% | |
7/21/2025 | 1900 Wealth Management LLC | 280,672 | $11.13M | 0.8% | -1.8% | 0.273% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 7,366 | $292K | 0.0% | -21.8% | 0.007% | |
7/18/2025 | Parsons Capital Management Inc. RI | 23,241 | $922K | 0.1% | -4.3% | 0.023% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 176,397 | $7.00M | 1.6% | +4.0% | 0.171% | |
7/18/2025 | Marino Stram & Associates LLC | 8,021 | $318K | 0.1% | +7.1% | 0.008% | |
7/18/2025 | SigFig Wealth Management LLC | 4,494,944 | $177.87M | 5.9% | -1.2% | 4.368% | |
7/18/2025 | PFG Investments LLC | 20,276 | $804K | 0.0% | +1.4% | 0.020% | |