8/12/2025 | J.W. Cole Advisors Inc. | 15,620 | $535K | 0.0% | +10.7% | 0.024% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 10,665 | $365K | 0.0% | -5.5% | 0.017% | |
8/8/2025 | Rockefeller Capital Management L.P. | 65,252 | $2.23M | 0.0% | -1.6% | 0.102% | |
8/8/2025 | Kingsview Wealth Management LLC | 70,527 | $2.41M | 0.0% | -0.6% | 0.110% | |
8/8/2025 | Cetera Investment Advisers | 11,238 | $385K | 0.0% | -21.9% | 0.018% | |
8/8/2025 | Creative Planning | 70,731 | $2.42M | 0.0% | -0.9% | 0.110% | |
8/7/2025 | Weil Company Inc. | 412,946 | $14.14M | 3.7% | +16.6% | 0.644% | |
8/7/2025 | Vise Technologies Inc. | 26,213 | $897K | 0.0% | N/A | 0.041% | |
8/7/2025 | Brio Consultants LLC | 241,659 | $8.27M | 1.2% | +11.9% | 0.377% | |
8/6/2025 | Stokes Family Office LLC | 807,176 | $27.63M | 2.9% | +41.5% | 1.259% | |
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8/6/2025 | Savant Capital LLC | 28,975 | $992K | 0.0% | -12.8% | 0.045% | |
8/6/2025 | HORAN Wealth LLC | 6,642 | $227K | 0.1% | N/A | 0.010% | |
8/6/2025 | DDFG Inc | 226,977 | $7.77M | 2.0% | +2.0% | 0.354% | |
8/6/2025 | Stone House Investment Management LLC | 1,069 | $37K | 0.0% | N/A | 0.002% | |
8/5/2025 | Magnolia Capital Advisors LLC | 45,591 | $1.56M | 0.4% | +26.4% | 0.071% | |
8/5/2025 | Sigma Planning Corp | 26,603 | $911K | 0.0% | N/A | 0.042% | |
8/5/2025 | Meridian Management Co. | 267,156 | $9.03M | 2.5% | -5.7% | 0.417% | |
8/4/2025 | Atria Investments Inc | 101,440 | $3.47M | 0.0% | -8.1% | 0.158% | |
8/4/2025 | Beirne Wealth Consulting Services LLC | 108,240 | $3.71M | 1.2% | +2.4% | 0.169% | |
8/1/2025 | Strategic Financial Services Inc. | 8,575,507 | $293.54M | 15.8% | -1.0% | 13.378% | |
8/1/2025 | First Command Advisory Services Inc. | 760,428 | $26.03M | 0.2% | +3.9% | 1.186% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,055,237 | $36.12M | 0.0% | +8.3% | 1.646% | |
7/31/2025 | Cabot Wealth Management Inc. | 56,430 | $1.93M | 0.2% | +1.3% | 0.088% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 6,051 | $207K | 0.0% | -7.8% | 0.009% | |
7/31/2025 | Sage Mountain Advisors LLC | 42,634 | $1.46M | 0.1% | +2.0% | 0.067% | |
7/31/2025 | AlTi Global Inc. | 84,127 | $2.88M | 0.1% | -36.2% | 0.131% | |
7/30/2025 | Phillips Financial Management LLC | 318,396 | $10.90M | 0.8% | -19.5% | 0.497% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 56,319 | $1.93M | 0.0% | -36.4% | 0.088% | |
7/29/2025 | Foster & Motley Inc. | 410,664 | $14.06M | 0.8% | -11.9% | 0.641% | |
7/29/2025 | Private Trust Co. NA | 827 | $28K | 0.0% | N/A | 0.001% | |
7/28/2025 | Sagespring Wealth Partners LLC | 148,756 | $5.09M | 0.0% | +19.2% | 0.232% | |
7/25/2025 | RHS Financial LLC | 120,956 | $4.14M | 2.4% | +22.8% | 0.189% | |
7/25/2025 | CWM LLC | 851,829 | $29.16M | 0.1% | -6.6% | 1.329% | |
7/24/2025 | Edge Financial Advisors LLC | 33,340 | $1.14M | 0.6% | -17.0% | 0.052% | |
7/23/2025 | Armbruster Capital Management Inc. | 32,775 | $1.12M | 0.2% | +39.0% | 0.051% | |
7/23/2025 | Citizens National Bank Trust Department | 135,288 | $4.63M | 0.9% | -1.2% | 0.211% | |
7/23/2025 | Heck Capital Advisors LLC | 59,956 | $2.05M | 0.2% | -42.4% | 0.094% | |
7/18/2025 | SigFig Wealth Management LLC | 123,649 | $4.23M | 0.1% | +3.9% | 0.193% | |
7/17/2025 | Halbert Hargrove Global Advisors LLC | 3,195,954 | $109.40M | 5.7% | +0.4% | 5.009% | |
7/17/2025 | LexAurum Advisors LLC | 21,763 | $745K | 0.1% | -2.5% | 0.034% | |
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7/17/2025 | HB Wealth Management LLC | 14,015 | $480K | 0.0% | +63.5% | 0.022% | |
7/16/2025 | New Insight Wealth Advisors | 19,982 | $684K | 0.3% | +41.9% | 0.031% | |
7/15/2025 | EWG Elevate Inc. | 59,564 | $2.04M | 0.6% | +363.9% | 0.093% | |
7/14/2025 | Seascape Capital Management | 13,851 | $474K | 0.1% | +2.4% | 0.022% | |
7/14/2025 | Acropolis Investment Management LLC | 301,413 | $10.32M | 0.6% | +4.1% | 0.472% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 21,320 | $730K | 0.0% | +30.4% | 0.033% | |
7/11/2025 | Farther Finance Advisors LLC | 203,335 | $6.96M | 0.1% | +8.6% | 0.319% | |
7/10/2025 | Sterling Financial Group Inc. | 623,742 | $21.35M | 7.2% | +39.6% | 0.978% | |
7/10/2025 | Exchange Traded Concepts LLC | 236,515 | $8.10M | 0.1% | -1.3% | 0.371% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,206 | $247K | 0.0% | -39.3% | 0.011% | |
7/10/2025 | Sovran Advisors LLC | 6,072 | $208K | 0.0% | N/A | 0.010% | |
7/9/2025 | Lincoln Capital Corp | 46,920 | $1.61M | 0.6% | -2.5% | 0.074% | |
7/9/2025 | Archer Investment Management LLC | 32,517 | $1.11M | 0.8% | -22.1% | 0.051% | |
7/9/2025 | Thrive Wealth Management LLC | 341,743 | $11.70M | 1.9% | -6.8% | 0.536% | |
7/8/2025 | Baker Ellis Asset Management LLC | 27,800 | $952K | 0.1% | -9.7% | 0.044% | |
7/8/2025 | RMR Wealth Builders | 9,874 | $338K | 0.0% | N/A | 0.015% | |
6/2/2025 | Modern Wealth Management LLC | 773,168 | $23.84M | 0.8% | +52.6% | 1.251% | |
5/23/2025 | Strategic Financial Services Inc. | 8,657,795 | $267.01M | 15.6% | +1.8% | 14.358% | |
5/20/2025 | Focus Partners Wealth | 74,730 | $2.31M | 0.0% | +0.9% | 0.124% | |
5/19/2025 | Jane Street Group LLC | 300,988 | $9.28M | 0.0% | +199.8% | 0.499% | |
5/19/2025 | SageView Advisory Group LLC | 8,283 | $255K | 0.0% | -4.5% | 0.014% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 88,504 | $2.73M | 0.1% | -1.9% | 0.147% | |
5/16/2025 | Kestra Investment Management LLC | 2,290,401 | $70.64M | 2.2% | +86.3% | 3.798% | |
5/16/2025 | Jones Financial Companies Lllp | 4,321 | $133K | 0.0% | -95.1% | 0.007% | |
5/16/2025 | Tolleson Wealth Management Inc. | 2,732,428 | $84.27M | 16.3% | +8.3% | 4.531% | |
5/16/2025 | AQR Capital Management LLC | 30,538 | $942K | 0.0% | +2.0% | 0.051% | |
5/16/2025 | AlTi Global Inc. | 131,931 | $4.07M | 0.1% | -6.8% | 0.219% | |
5/15/2025 | EP Wealth Advisors LLC | 7,247 | $224K | 0.0% | -10.9% | 0.012% | |
5/15/2025 | Obsido Oy | 255,699 | $7.89M | 6.8% | N/A | 0.424% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 6,562 | $202K | 0.0% | N/A | 0.011% | |
5/15/2025 | Royal Bank of Canada | 7,454 | $231K | 0.0% | +27.7% | 0.012% | |
5/14/2025 | Jane Street Group LLC | 300,988 | $9.28M | 0.0% | +199.8% | 0.499% | |
5/14/2025 | Smartleaf Asset Management LLC | 8,174 | $254K | 0.0% | -44.7% | 0.014% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 28,914 | $892K | 0.0% | +4.2% | 0.048% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 11,280 | $348K | 0.0% | -10.0% | 0.019% | |
5/14/2025 | Compound Planning Inc. | 1,729,476 | $53.34M | 2.4% | +12.5% | 2.868% | |
5/14/2025 | Barnes Wealth Management Group Inc | 7,770 | $240K | 0.2% | -9.3% | 0.013% | |
5/14/2025 | Flow Traders U.S. LLC | 76,850 | $2.37M | 0.1% | N/A | 0.127% | |
5/13/2025 | Raymond James Financial Inc. | 962,999 | $29.70M | 0.0% | +1.7% | 1.597% | |
5/13/2025 | DDFG Inc | 222,592 | $6.87M | 1.9% | +3.7% | 0.369% | |
5/13/2025 | Heck Capital Advisors LLC | 104,101 | $3.21M | 0.4% | -86.1% | 0.173% | |
5/13/2025 | HighTower Advisors LLC | 260,489 | $8.03M | 0.0% | -4.1% | 0.432% | |
5/12/2025 | Invesco Ltd. | 2,520,000 | $77.72M | 0.0% | N/A | 4.179% | |
5/12/2025 | National Bank of Canada FI | 5,964 | $184K | 0.0% | -10.9% | 0.010% | |
5/9/2025 | Wealthspire Advisors LLC | 13,039 | $402K | 0.0% | -2.7% | 0.022% | |
5/9/2025 | Horizon Family Wealth Inc. | 129,559 | $4.00M | 2.7% | -3.3% | 0.215% | |
5/9/2025 | Wade Financial Advisory Inc | 318,745 | $9.83M | 3.4% | +9.4% | 0.529% | |
5/8/2025 | Clearwater Capital Advisors LLC | 1,853,513 | $57.16M | 5.5% | +1.3% | 3.074% | |
5/8/2025 | Foster & Motley Inc. | 465,966 | $14.37M | 0.9% | -8.6% | 0.773% | |
5/7/2025 | Meridian Management Co. | 283,308 | $8.74M | 2.7% | -4.1% | 0.470% | |
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5/7/2025 | Horan Capital Advisors LLC. | 6,642 | $205K | 0.1% | N/A | 0.011% | |
5/7/2025 | LPL Financial LLC | 89,640 | $2.76M | 0.0% | +24.4% | 0.149% | |
5/7/2025 | HB Wealth Management LLC | 8,570 | $264K | 0.0% | +7.6% | 0.014% | |
5/6/2025 | Westover Capital Advisors LLC | 7,729 | $238K | 0.1% | +10.4% | 0.013% | |
5/6/2025 | Assetmark Inc. | 2,283 | $70K | 0.0% | +129.4% | 0.004% | |
5/5/2025 | Diversify Advisory Services LLC | 45,533 | $1.47M | 0.1% | -12.8% | 0.076% | |
5/2/2025 | Kingsview Wealth Management LLC | 70,966 | $2.19M | 0.0% | -2.4% | 0.155% | |
5/2/2025 | Dynasty Wealth Management LLC | 123,410 | $3.81M | 0.1% | +81.4% | 0.269% | |
5/2/2025 | First Command Advisory Services Inc. | 731,961 | $22.63M | 0.2% | +7.4% | 1.598% | |
5/1/2025 | CWM LLC | 912,254 | $28.13M | 0.1% | -32.6% | 1.992% | |