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% | |
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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% | |
11/14/2024 | Captrust Financial Advisors | 3,892 | $259K | 0.0% | -8.1% | 0.012% | |
11/13/2024 | FMR LLC | 6,741 | $449K | 0.0% | +55.3% | 0.020% | |
11/12/2024 | Kingsview Wealth Management LLC | 48,573 | $3.23M | 0.1% | N/A | 0.148% | |
11/12/2024 | Advisory Services & Investments LLC | 3,085 | $205K | 0.1% | N/A | 0.009% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,400,659 | $93.27M | 0.0% | -3.1% | 4.257% | |
11/12/2024 | Smithfield Trust Co | 310,080 | $20.65M | 1.0% | +0.7% | 0.942% | |
11/7/2024 | Elm Partners Management LLC | 712,629 | $47.45M | 3.3% | +19.1% | 2.166% | |
11/6/2024 | Valley Wealth Managers Inc. | 134,249 | $8.94M | 0.7% | +8.2% | 0.408% | |
11/6/2024 | OneDigital Investment Advisors LLC | 3,259 | $217K | 0.0% | N/A | 0.010% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 78,065 | $5.20M | 0.1% | -0.9% | 0.237% | |
11/5/2024 | FDx Advisors Inc. | 61,166 | $4.07M | 1.1% | -1.1% | 0.186% | |
11/4/2024 | Alaska Wealth Advisors | 3,527 | $235K | 0.0% | -9.9% | 0.011% | |
11/4/2024 | Addison Advisors LLC | 2,710 | $180K | 0.1% | +16.8% | 0.008% | |
11/1/2024 | Assetmark Inc. | 1,145,981 | $76.31M | 0.2% | -2.7% | 3.483% | |
10/31/2024 | TFB Advisors LLC | 3,408 | $227K | 0.1% | -5.9% | 0.010% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 5,364 | $357K | 0.1% | -8.5% | 0.016% | |
10/30/2024 | Greenwood Capital Associates LLC | 110,162 | $7.34M | 1.0% | +54.5% | 0.335% | |
10/28/2024 | US Bancorp DE | 7,978 | $531K | 0.0% | -5.7% | 0.024% | |
10/24/2024 | Richardson Financial Services Inc. | 24,086 | $1.48M | 0.9% | +3.5% | 0.073% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 7,260 | $480K | 0.0% | +11.5% | 0.022% | |
10/23/2024 | Element Wealth LLC | 9,658 | $643K | 0.3% | +3.9% | 0.029% | |
10/19/2024 | Columbus Macro LLC | 57,035 | $3.79M | 1.3% | +48.2% | 0.173% | |
10/18/2024 | Integris Wealth Management LLC | 80,505 | $5.36M | 1.5% | -1.3% | 0.245% | |
10/18/2024 | Blue Trust Inc. | 7,900,840 | $483.69M | 6.3% | +10.4% | 24.015% | |
10/17/2024 | ERTS Wealth Advisors LLC | 297,138 | $19.79M | 3.7% | N/A | 0.903% | |
10/16/2024 | Bleakley Financial Group LLC | 5,473 | $364K | 0.0% | -10.4% | 0.017% | |
10/16/2024 | Compass Wealth Management LLC | 18,611 | $1.24M | 0.3% | -23.2% | 0.057% | |
10/16/2024 | Vontobel Holding Ltd. | 20,012 | $1.33M | 0.0% | -28.7% | 0.061% | |
10/11/2024 | Creative Planning | 55,355 | $3.69M | 0.0% | -4.6% | 0.168% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 17,775 | $1.18M | 0.2% | -1.3% | 0.054% | |
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10/10/2024 | Koshinski Asset Management Inc. | 3,737 | $249K | 0.0% | -6.7% | 0.011% | |
10/10/2024 | Kings Path Partners LLC | 1,725 | $115K | 0.0% | N/A | 0.005% | |
10/8/2024 | Mather Group LLC. | 596,951 | $39.75M | 0.5% | -3.7% | 1.814% | |
8/22/2024 | Cetera Investment Advisers | 501,246 | $30.69M | 0.1% | -4.1% | 1.524% | |
8/19/2024 | Garde Capital Inc. | 151,278 | $9.26M | 0.6% | +0.2% | 0.460% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 1,349 | $83K | 0.0% | -25.8% | 0.004% | |
8/16/2024 | Creative Planning | 58,030 | $3.55M | 0.0% | +18.3% | 0.176% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 8,329 | $507K | 0.0% | +59.7% | 0.025% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 78,743 | $4.82M | 0.1% | -2.0% | 0.239% | |
8/8/2024 | Envestnet Asset Management Inc. | 843,952 | $51.67M | 0.0% | +2.4% | 2.565% | |
8/8/2024 | Valley Wealth Managers Inc. | 124,029 | $7.59M | 0.6% | +91.3% | 0.377% | |
8/7/2024 | Edgemoor Investment Advisors Inc. | 10,620 | $650K | 0.1% | -13.8% | 0.032% | |
8/7/2024 | Blue Edge Capital LLC | 116,876 | $7.16M | 1.2% | -2.5% | 0.355% | |
8/7/2024 | Prudential PLC | 21,050 | $1.29M | 0.0% | -10.1% | 0.064% | |
8/6/2024 | Ballentine Partners LLC | 24,704 | $1.51M | 0.0% | N/A | 0.075% | |
8/6/2024 | Financial Gravity Asset Management Inc. | 51,250 | $3.14M | 0.8% | +7.8% | 0.156% | |
8/5/2024 | Denver PWM LLC | 24,917 | $1.53M | 0.6% | +13.6% | 0.076% | |
8/2/2024 | FDx Advisors Inc. | 61,859 | $3.79M | 1.0% | -4.7% | 0.188% | |
8/2/2024 | Larson Financial Group LLC | 1,247 | $76K | 0.0% | N/A | 0.004% | |
8/1/2024 | Willis Johnson & Associates Inc. | 34,971 | $2.14M | 0.2% | +5.9% | 0.106% | |
8/1/2024 | Mandatum Life Insurance Co Ltd | 99,757 | $6.11M | 2.0% | -3.9% | 0.303% | |
7/31/2024 | Elm Partners Management LLC | 598,370 | $36.63M | 2.8% | +1.0% | 1.819% | |
7/31/2024 | Farther Finance Advisors LLC | 4,692 | $286K | 0.0% | -11.6% | 0.014% | |
7/31/2024 | Commonwealth Equity Services LLC | 13,432 | $822K | 0.0% | -4.6% | 0.041% | |
7/30/2024 | Atlas Capital Advisors LLC | 35,469 | $2.17M | 0.3% | +17.7% | 0.108% | |
7/30/2024 | Global Financial Private Client LLC | 10,452 | $640K | 0.3% | +3.8% | 0.032% | |
7/30/2024 | Millington Financial Advisors LLC | 27,136 | $1.66M | 1.2% | -2.2% | 0.082% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 5,864 | $359K | 0.1% | -13.9% | 0.018% | |
7/26/2024 | AlphaStar Capital Management LLC | 9,000 | $551K | 0.1% | +21.9% | 0.027% | |
7/24/2024 | Family Firm Inc. | 1,282 | $78K | 0.0% | N/A | 0.004% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 5,434 | $330K | 0.0% | N/A | 0.017% | |
7/19/2024 | Integris Wealth Management LLC | 81,529 | $4.99M | 1.4% | -5.9% | 0.248% | |
7/18/2024 | Blue Trust Inc. | 7,159,553 | $453.27M | 6.2% | -1.4% | 21.762% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 18,002 | $1.10M | 0.2% | -64.5% | 0.055% | |
7/16/2024 | Sequoia Financial Advisors LLC | 3,487 | $213K | 0.0% | -47.2% | 0.011% | |
7/15/2024 | Presilium Private Wealth LLC | 59,344 | $3.63M | 0.9% | -6.1% | 0.180% | |
7/12/2024 | Williams & Novak LLC | 12,265 | $751K | 0.7% | -6.8% | 0.037% | |
7/12/2024 | Columbus Macro LLC | 38,493 | $2.36M | 0.9% | -25.2% | 0.117% | |
7/11/2024 | John W. Brooker & Co. CPAs | 12,344 | $756K | 0.4% | -2.5% | 0.038% | |
7/10/2024 | Simplicity Wealth LLC | 6,110 | $374K | 0.0% | +25.0% | 0.019% | |
5/29/2024 | Garde Capital Inc. | 150,979 | $9.56M | 0.7% | +0.7% | 0.459% | |
5/24/2024 | Cetera Advisors LLC | 127,309 | $8.06M | 0.1% | +156.2% | 0.387% | |
5/24/2024 | Cetera Investment Advisers | 522,553 | $33.08M | 0.1% | +37.1% | 1.588% | |
5/17/2024 | Comerica Bank | 842 | $53K | 0.0% | +146.2% | 0.003% | |
5/16/2024 | Jane Street Group LLC | 1,265,821 | $80.14M | 0.0% | +434.1% | 3.847% | |
5/16/2024 | Global Financial Private Client LLC | 10,071 | $632K | 0.3% | +5.6% | 0.031% | |
5/15/2024 | Blue Edge Capital LLC | 119,903 | $7.59M | 1.3% | +6.6% | 0.364% | |
5/15/2024 | Lazard Asset Management LLC | 131,930 | $8.35M | 0.0% | +12.3% | 0.401% | |
5/14/2024 | Vident Advisory LLC | 119,154 | $7.54M | 0.2% | +47.0% | 0.362% | |
5/13/2024 | Financial Gravity Asset Management Inc. | 49,070 | $3.11M | 0.8% | -91.2% | 0.149% | |
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5/13/2024 | Bessemer Group Inc. | 56,528 | $3.58M | 0.0% | +16.3% | 0.172% | |
5/13/2024 | PAX Financial Group LLC | 33,968 | $2.15M | 0.4% | -7.0% | 0.103% | |
5/10/2024 | Osaic Holdings Inc. | 155,859 | $9.87M | 0.0% | -62.1% | 0.474% | |
5/9/2024 | SageView Advisory Group LLC | 180,006 | $11.40M | 0.5% | N/A | 0.547% | |
5/8/2024 | Bleakley Financial Group LLC | 4,889 | $310K | 0.0% | +7.9% | 0.015% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,952 | $377K | 0.0% | +13.0% | 0.018% | |
5/8/2024 | US Bancorp DE | 9,093 | $576K | 0.0% | -4.7% | 0.028% | |
5/7/2024 | Smithfield Trust Co | 313,029 | $19.81M | 1.1% | -1.4% | 0.951% | |
5/4/2024 | Valley Wealth Managers Inc. | 64,851 | $4.11M | 0.3% | -4.7% | 0.197% | |
5/4/2024 | Csenge Advisory Group | 10,668 | $675K | 0.0% | -4.3% | 0.032% | |