4/25/2025 | Mather Group LLC. | 599,698 | $37.33M | 0.4% | -1.5% | 1.886% | |
4/25/2025 | Stonebridge Financial Group LLC | 402,749 | $25.07M | 2.7% | N/A | 1.267% | |
4/23/2025 | Bessemer Group Inc. | 168,639 | $10.50M | 0.0% | +19.1% | 0.530% | |
4/23/2025 | Family Legacy Inc. | 23,840 | $1.48M | 0.5% | -3.2% | 0.075% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 4,729 | $294K | 0.1% | -11.8% | 0.015% | |
4/22/2025 | LVZ Inc. | 28,555 | $1.78M | 0.2% | N/A | 0.090% | |
4/22/2025 | Garde Capital Inc. | 142,028 | $8.84M | 0.5% | -4.3% | 0.447% | |
4/22/2025 | ERTS Wealth Advisors LLC | 221,265 | $13.77M | 2.7% | -32.4% | 0.696% | |
4/21/2025 | Blue Trust Inc. | 7,240,026 | $450.62M | 5.8% | 0.0% | 22.767% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 46,121 | $2.87M | 0.1% | -1.6% | 0.145% | |
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4/17/2025 | Columbus Macro LLC | 121,032 | $7.53M | 1.0% | +2.2% | 0.381% | |
4/15/2025 | Greenwood Capital Associates LLC | 156,840 | $9.76M | 1.3% | +3.1% | 0.493% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 17,579 | $1.09M | 0.1% | -1.3% | 0.055% | |
4/14/2025 | Millington Financial Advisors LLC | 29,242 | $1.75M | 1.1% | +1.6% | 0.092% | |
4/10/2025 | Presilium Private Wealth LLC | 51,416 | $3.20M | 0.7% | -22.6% | 0.160% | |
4/8/2025 | Global Financial Private Client LLC | 17,245 | $1.07M | 0.4% | +51.0% | 0.054% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 5,768 | $352K | 0.0% | N/A | 0.018% | |
3/4/2025 | Dogwood Wealth Management LLC | 36,098 | $2.21M | 1.2% | -1.7% | 0.114% | |
2/26/2025 | Yoffe Investment Management LLC | 9,199 | $562K | 0.8% | N/A | 0.029% | |
2/25/2025 | Garde Capital Inc. | 148,480 | $9.07M | 0.6% | -0.1% | 0.467% | |
2/17/2025 | Willis Johnson & Associates Inc. | 35,302 | $2.16M | 0.2% | +4.4% | 0.107% | |
2/17/2025 | Vident Advisory LLC | 144,131 | $8.81M | 0.2% | -3.2% | 0.438% | |
2/17/2025 | Lazard Asset Management LLC | 120,561 | $7.37M | 0.0% | -2.4% | 0.366% | |
2/17/2025 | Cetera Investment Advisers | 483,093 | $29.52M | 0.1% | -5.9% | 1.468% | |
2/17/2025 | Citadel Advisors LLC | 12,078 | $738K | 0.0% | N/A | 0.037% | |
2/17/2025 | Bank of America Corp DE | 274,948 | $16.80M | 0.0% | +73.9% | 0.836% | |
2/17/2025 | Ameriprise Financial Inc. | 8,575 | $524K | 0.0% | -26.2% | 0.026% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,570 | $340K | 0.0% | -33.0% | 0.017% | |
2/14/2025 | Jane Street Group LLC | 33,181 | $2.03M | 0.0% | N/A | 0.101% | |
2/14/2025 | Integrated Wealth Concepts LLC | 3,758 | $230K | 0.0% | +21.1% | 0.011% | |
2/14/2025 | Susquehanna International Group LLP | 58,258 | $3.56M | 0.0% | +31.9% | 0.177% | |
2/14/2025 | OneDigital Investment Advisors LLC | 5,707 | $349K | 0.0% | +75.1% | 0.017% | |
2/14/2025 | Stifel Financial Corp | 547,005 | $33.42M | 0.0% | +4.7% | 1.663% | |
2/14/2025 | GeoWealth Management LLC | 1,035 | $63K | 0.0% | N/A | 0.003% | |
2/13/2025 | NewEdge Advisors LLC | 5,509 | $337K | 0.0% | +31.5% | 0.017% | |
2/13/2025 | United Capital Financial Advisors LLC | 92,600 | $5.66M | 0.0% | -1.1% | 0.281% | |
2/13/2025 | Elm Partners Management LLC | 683,188 | $41.74M | 2.9% | -4.1% | 2.077% | |
2/13/2025 | Blue Edge Capital LLC | 116,405 | $7.11M | 1.1% | +2.3% | 0.354% | |
2/13/2025 | Bessemer Group Inc. | 141,568 | $8.65M | 0.0% | +3.5% | 0.430% | |
2/13/2025 | Raymond James Financial Inc. | 6,209 | $379K | 0.0% | N/A | 0.019% | |
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2/13/2025 | Envestnet Asset Management Inc. | 693,553 | $42.38M | 0.0% | -6.0% | 2.108% | |
2/13/2025 | Wells Fargo & Company MN | 104,078 | $6.36M | 0.0% | +8.7% | 0.316% | |
2/12/2025 | PAX Financial Group LLC | 32,039 | $1.96M | 0.4% | -2.8% | 0.097% | |
2/12/2025 | Yoffe Investment Management LLC | 14,644 | $895K | 0.9% | N/A | 0.045% | |
2/12/2025 | Atlas Capital Advisors Inc. | 36,912 | $2.26M | 0.3% | +10.5% | 0.112% | |
2/12/2025 | Howe & Rusling Inc. | 521 | $32K | 0.0% | N/A | 0.002% | |
2/12/2025 | JPMorgan Chase & Co. | 1,014,190 | $61.97M | 0.0% | +5.7% | 3.083% | |
2/11/2025 | LPL Financial LLC | 83,709 | $5.12M | 0.0% | +14.4% | 0.254% | |
2/11/2025 | Oxford Financial Group LTD. LLC | 2,967 | $181K | 0.0% | N/A | 0.009% | |
2/10/2025 | Signaturefd LLC | 627 | $38K | 0.0% | N/A | 0.002% | |
2/10/2025 | Corient Private Wealth LLC | 9,744 | $595K | 0.0% | +1.8% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 13,444 | $821K | 0.0% | -6.5% | 0.041% | |
2/10/2025 | Avantax Advisory Services Inc. | 5,443 | $333K | 0.0% | -4.3% | 0.017% | |
2/7/2025 | HighTower Advisors LLC | 12,594 | $769K | 0.0% | +2.6% | 0.038% | |
2/7/2025 | Wealthfront Advisers LLC | 18,029 | $1.10M | 0.0% | N/A | 0.055% | |
2/7/2025 | Amundi | 96,818 | $5.91M | 0.0% | -0.9% | 0.294% | |
2/6/2025 | Raymond James Financial Inc. | 6,209 | $379K | 0.0% | N/A | 0.019% | |
2/6/2025 | Assetmark Inc. | 1,141,013 | $69.72M | 0.2% | -0.4% | 3.468% | |
2/6/2025 | Smithfield Trust Co | 313,266 | $19.14M | 1.0% | +1.0% | 0.952% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 1,263,940 | $77.23M | 0.0% | -9.8% | 3.842% | |
2/5/2025 | GenTrust LLC | 140,401 | $8.58M | 0.4% | +23.5% | 0.427% | |
2/4/2025 | Millington Financial Advisors LLC | 28,780 | $1.78M | 1.0% | -4.2% | 0.087% | |
2/4/2025 | Denver PWM LLC | 30,456 | $1.86M | 0.7% | +16.0% | 0.093% | |
2/3/2025 | FDx Advisors Inc. | 57,095 | $3.49M | 1.0% | -6.7% | 0.174% | |
1/31/2025 | Valley Wealth Managers Inc. | 151,563 | $9.26M | 0.7% | +12.9% | 0.461% | |
1/31/2025 | Atria Wealth Solutions Inc. | 5,166 | $316K | 0.0% | N/A | 0.016% | |
1/31/2025 | Truist Financial Corp | 40,504 | $2.48M | 0.0% | -4.2% | 0.123% | |
1/30/2025 | Csenge Advisory Group | 10,396 | $635K | 0.0% | -1.8% | 0.032% | |
1/30/2025 | Allworth Financial LP | 3,591 | $221K | 0.0% | -7.4% | 0.011% | |
1/30/2025 | Aveo Capital Partners LLC | 6,181 | $378K | 0.0% | +4.9% | 0.019% | |
1/30/2025 | Blue Trust Inc. | 7,241,406 | $442.45M | 5.7% | -8.3% | 22.010% | |
1/30/2025 | Vontobel Holding Ltd. | 21,011 | $1.28M | 0.0% | +5.0% | 0.064% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 857 | $52K | 0.1% | N/A | 0.003% | |
1/28/2025 | AlphaStar Capital Management LLC | 10,869 | $664K | 0.1% | +9.6% | 0.033% | |
1/27/2025 | Bleakley Financial Group LLC | 4,657 | $285K | 0.0% | -14.9% | 0.014% | |
1/27/2025 | Robertson Stephens Wealth Management LLC | 46,876 | $2.86M | 0.1% | -6.7% | 0.142% | |
1/27/2025 | Inman Jager Wealth Management LLC | 14,689 | $897K | 0.7% | N/A | 0.045% | |
1/27/2025 | Greenwood Capital Associates LLC | 152,137 | $9.30M | 1.2% | +38.1% | 0.462% | |
1/27/2025 | Mather Group LLC. | 609,009 | $37.21M | 0.5% | +2.0% | 1.851% | |
1/24/2025 | Columbus Macro LLC | 118,438 | $7.24M | 1.0% | +107.7% | 0.360% | |
1/24/2025 | Richardson Financial Services Inc. | 22,727 | $1.39M | 1.0% | -5.6% | 0.069% | |
1/23/2025 | Integris Wealth Management LLC | 79,991 | $4.89M | 1.4% | -0.6% | 0.243% | |
1/22/2025 | Blue Trust Inc. | 8,167,160 | $543.85M | 6.5% | +3.4% | 24.824% | |
1/21/2025 | Compass Wealth Management LLC | 16,220 | $991K | 0.2% | -12.8% | 0.049% | |
1/17/2025 | ERTS Wealth Advisors LLC | 327,100 | $19.99M | 3.8% | +10.1% | 0.994% | |
1/16/2025 | Ballentine Partners LLC | 15,061 | $920K | 0.0% | N/A | 0.046% | |
1/16/2025 | Koshinski Asset Management Inc. | 3,455 | $211K | 0.0% | -7.5% | 0.011% | |
1/14/2025 | Presilium Private Wealth LLC | 66,413 | $4.06M | 0.9% | +12.8% | 0.202% | |
1/14/2025 | Global Financial Private Client LLC | 11,420 | $698K | 0.3% | +8.9% | 0.035% | |
1/6/2025 | Kings Path Partners LLC | 1,180 | $72K | 0.0% | -31.6% | 0.004% | |
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12/26/2024 | JPMorgan Chase & Co. | 959,770 | $63.91M | 0.0% | +6.6% | 2.917% | |
12/3/2024 | Garde Capital Inc. | 148,679 | $9.90M | 0.7% | -1.7% | 0.452% | |
12/3/2024 | Denver PWM LLC | 26,252 | $1.75M | 0.7% | +5.4% | 0.080% | |
11/25/2024 | World Investment Advisors LLC | 55,308 | $3.68M | 0.1% | N/A | 0.168% | |
11/15/2024 | Brophy Wealth Management LLC | 18,995 | $1.27M | 0.5% | N/A | 0.058% | |
11/15/2024 | MML Investors Services LLC | 11,742 | $782K | 0.0% | +33.3% | 0.036% | |
11/15/2024 | Stifel Financial Corp | 522,245 | $34.78M | 0.0% | +4.6% | 1.587% | |
11/15/2024 | IHT Wealth Management LLC | 3,027 | $201K | 0.0% | N/A | 0.009% | |
11/15/2024 | Integrated Wealth Concepts LLC | 3,104 | $207K | 0.0% | -14.3% | 0.009% | |
11/15/2024 | HighTower Advisors LLC | 12,279 | $817K | 0.0% | -45.3% | 0.037% | |