3/24/2025 | Avant Financial Advisors LLC | 10,296 | $266K | 0.2% | N/A | 0.002% | |
3/18/2025 | CWC Advisors LLC. | 11,311 | $292K | 0.3% | +93.0% | 0.002% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 1,468,944 | $37.94M | 0.1% | +49.5% | 0.315% | |
3/4/2025 | Comprehensive Money Management Services LLC | 55,752 | $1.44M | 1.2% | N/A | 0.012% | |
2/27/2025 | Skyline Advisors Inc. | 113,309 | $2.93M | 1.1% | +115.4% | 0.025% | |
2/27/2025 | Bernard Wealth Management Corp. | 7,692 | $199K | 0.1% | N/A | 0.002% | |
2/26/2025 | Virtue Capital Management LLC | 194,863 | $5.03M | 1.0% | +105.5% | 0.043% | |
2/25/2025 | Integrated Advisors Network LLC | 14,637 | $378K | 0.0% | +107.3% | 0.007% | |
2/24/2025 | United Advisor Group LLC | 14,721 | $380K | 0.1% | N/A | 0.007% | |
2/20/2025 | Revisor Wealth Management LLC | 33,117 | $857K | 0.8% | +67.8% | 0.016% | |
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2/18/2025 | Western Wealth Management LLC | 117,012 | $3.02M | 0.9% | +230.5% | 0.055% | |
2/18/2025 | Sunbelt Securities Inc. | 2,302 | $59K | 0.0% | +58.1% | 0.001% | |
2/18/2025 | Vise Technologies Inc. | 157,161 | $4.06M | 0.3% | +87.8% | 0.074% | |
2/18/2025 | Navalign LLC | 973,401 | $25.14M | 7.4% | +109.1% | 0.461% | |
2/18/2025 | Blue Fin Capital Inc. | 61,738 | $1.60M | 0.3% | +89.6% | 0.029% | |
2/18/2025 | Nepc LLC | 7,637,467 | $197.28M | 5.3% | +157.0% | 3.616% | |
2/18/2025 | Pinkerton Retirement Specialists LLC | 29,154 | $753K | 0.1% | +122.8% | 0.014% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 23,186 | $599K | 0.0% | +74.4% | 0.011% | |
2/18/2025 | First Heartland Consultants Inc. | 19,198 | $496K | 0.0% | +28.7% | 0.009% | |
2/18/2025 | Continuum Advisory LLC | 13,022 | $336K | 0.0% | -20.7% | 0.006% | |
2/18/2025 | Glen Eagle Advisors LLC | 2,403 | $62K | 0.0% | -22.5% | 0.001% | |
2/17/2025 | Waverly Advisors LLC | 52,296 | $1.35M | 0.0% | +22.6% | 0.025% | |
2/17/2025 | Williams Jones Wealth Management LLC. | 8,004 | $207K | 0.0% | +100.0% | 0.004% | |
2/17/2025 | Visionary Wealth Advisors | 76,185 | $1.97M | 0.1% | +98.6% | 0.036% | |
2/17/2025 | WBI Investments LLC | 68,309 | $1.76M | 0.4% | +122.5% | 0.032% | |
2/17/2025 | Temasek Holdings Private Ltd | 1,410,000 | $36.42M | 0.1% | +100.0% | 0.668% | |
2/17/2025 | TrinityPoint Wealth LLC | 78,822 | $2.04M | 0.3% | +96.7% | 0.037% | |
2/17/2025 | Quadcap Wealth Management LLC | 10,049 | $260K | 0.0% | +111.1% | 0.005% | |
2/17/2025 | Laird Norton Wetherby Trust Company LLC | 16,701 | $431K | 0.1% | N/A | 0.008% | |
2/17/2025 | Laraway Financial Advisors Inc | 24,296 | $628K | 0.5% | +87.0% | 0.012% | |
2/17/2025 | LifePlan Investment Advisors Inc. | 180,740 | $4.67M | 2.9% | +91.8% | 0.086% | |
2/17/2025 | Jasper Ridge Partners L.P. | 7,519,495 | $194.23M | 6.2% | +97.8% | 3.560% | |
2/17/2025 | Global Assets Advisory LLC | 11,106 | $287K | 0.2% | N/A | 0.005% | |
2/17/2025 | Greenline Partners LLC | 1,749,252 | $45.18M | 6.3% | +95.4% | 0.828% | |
2/17/2025 | Focus Partners Wealth | 58,734 | $1.52M | 0.0% | +96.9% | 0.028% | |
2/17/2025 | Full Sail Capital LLC | 1,608,468 | $41.55M | 2.6% | +129.1% | 0.762% | |
2/17/2025 | Ellevest Inc. | 152,531 | $3.94M | 0.2% | +116.8% | 0.072% | |
2/17/2025 | Fairview Capital Investment Management LLC | 43,390 | $1.12M | 0.1% | +119.2% | 0.021% | |
2/17/2025 | Colonial Trust Co SC | 1,600 | $41K | 0.0% | +100.0% | 0.001% | |
2/17/2025 | CoreCap Advisors LLC | 25,680 | $663K | 0.0% | +353.5% | 0.012% | |
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2/17/2025 | Cetera Investment Advisers | 801,275 | $20.70M | 0.0% | +100.6% | 0.379% | |
2/17/2025 | Cahill Financial Advisors Inc. | 58,223 | $1.50M | 0.2% | +79.7% | 0.028% | |
2/17/2025 | Captrust Financial Advisors | 15,304 | $395K | 0.0% | +22.6% | 0.007% | |
2/17/2025 | Chapman Financial Group LLC | 19,567 | $505K | 0.4% | N/A | 0.009% | |
2/17/2025 | Bakala Capital LLC | 30,235 | $781K | 4.7% | +101.7% | 0.014% | |
2/17/2025 | Beaumont Capital Management LLC | 58,564 | $1.51M | 1.2% | +100.0% | 0.028% | |
2/17/2025 | Bank of America Corp DE | 1,856,733 | $47.96M | 0.0% | +97.5% | 0.879% | |
2/17/2025 | Benjamin Edwards Inc. | 13,667 | $353K | 0.0% | +73.0% | 0.006% | |
2/17/2025 | Ameriprise Financial Inc. | 3,134,732 | $81.76M | 0.0% | +91.7% | 1.484% | |
2/17/2025 | American Trust Investment Advisors LLC | 214,976 | $5.55M | 2.3% | +99.5% | 0.102% | |
2/17/2025 | Ancora Advisors LLC | 4,430 | $114K | 0.0% | +100.0% | 0.002% | |
2/17/2025 | Aptus Capital Advisors LLC | 9,946 | $257K | 0.0% | +108.0% | 0.005% | |
2/17/2025 | Asset Management Group Inc. | 572,142 | $14.78M | 2.6% | +95.9% | 0.271% | |
2/17/2025 | Accredited Wealth Management LLC | 21,212 | $548K | 0.5% | N/A | 0.010% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 336,713 | $8.70M | 0.0% | +22.5% | 0.159% | |
2/14/2025 | ArborFi Advisors LLC | 8,066 | $208K | 0.2% | N/A | 0.004% | |
2/14/2025 | Jane Street Group LLC | 221,720 | $5.73M | 0.0% | N/A | 0.105% | |
2/14/2025 | WealthCollab LLC | 94,646 | $2.45M | 1.6% | +147.6% | 0.045% | |
2/14/2025 | Comerica Bank | 102,736 | $2.65M | 0.0% | +115.2% | 0.049% | |
2/14/2025 | Northern Trust Corp | 11,934 | $308K | 0.0% | N/A | 0.006% | |
2/14/2025 | Beacon Pointe Advisors LLC | 118,532 | $3.06M | 0.0% | +85.3% | 0.056% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 6,564 | $170K | 0.1% | N/A | 0.003% | |
2/14/2025 | Betterment LLC | 38,993 | $1.01M | 0.0% | +100.6% | 0.018% | |
2/14/2025 | Berger Financial Group Inc | 8,364 | $216K | 0.0% | +107.7% | 0.004% | |
2/14/2025 | Rinkey Investments | 21,042 | $544K | 0.2% | +100.0% | 0.010% | |
2/14/2025 | Coldstream Capital Management Inc. | 21,450 | $554K | 0.0% | +100.0% | 0.010% | |
2/14/2025 | Capital Analysts LLC | 73,633 | $1.90M | 0.1% | +251.6% | 0.035% | |
2/14/2025 | Hayek Kallen Investment Management | 43,249 | $1.12M | 0.4% | +67.3% | 0.020% | |
2/14/2025 | Voya Investment Management LLC | 10,955,163 | $282.97M | 0.3% | +103.8% | 5.187% | |
2/14/2025 | Integrated Wealth Concepts LLC | 99,052 | $2.56M | 0.0% | +94.0% | 0.047% | |
2/14/2025 | Coppell Advisory Solutions LLC | 1,050 | $27K | 0.0% | +246.5% | 0.000% | |
2/14/2025 | IHT Wealth Management LLC | 64,876 | $1.68M | 0.1% | -2.4% | 0.031% | |
2/14/2025 | Stifel Financial Corp | 257,635 | $6.66M | 0.0% | +283.0% | 0.122% | |
2/14/2025 | OneDigital Investment Advisors LLC | 51,171 | $1.32M | 0.0% | +95.0% | 0.024% | |
2/14/2025 | Strategic Financial Planning Inc. | 50,150 | $1.30M | 0.9% | +108.6% | 0.024% | |
2/14/2025 | Transce3nd LLC | 8,814 | $228K | 0.1% | N/A | 0.004% | |
2/14/2025 | Trajan Wealth LLC | 260,341 | $6.73M | 0.4% | +101.5% | 0.123% | |
2/14/2025 | MML Investors Services LLC | 267,024 | $6.90M | 0.0% | +109.8% | 0.126% | |
2/14/2025 | GeoWealth Management LLC | 6,244 | $161K | 0.0% | -33.7% | 0.003% | |
2/14/2025 | Commerce Bank | 25,482 | $658K | 0.0% | +31.0% | 0.012% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 22,568 | $585K | 0.0% | +102.8% | 0.011% | |
2/13/2025 | NewEdge Advisors LLC | 94,876 | $2.45M | 0.0% | +58.4% | 0.045% | |
2/13/2025 | Main Street Financial Solutions LLC | 9,504 | $245K | 0.0% | +99.9% | 0.005% | |
2/13/2025 | United Capital Financial Advisors LLC | 8,660 | $224K | 0.0% | +111.1% | 0.004% | |
2/13/2025 | Anchor Investment Management LLC | 41,148 | $1.06M | 0.1% | +70.3% | 0.019% | |
2/13/2025 | Madden Advisory Services Inc. | 8,949 | $231K | 0.1% | +130.0% | 0.004% | |
2/13/2025 | CreativeOne Wealth LLC | 244,277 | $6.31M | 0.2% | +92.7% | 0.116% | |
2/13/2025 | Mariner LLC | 67,227 | $1.74M | 0.0% | +85.3% | 0.032% | |
2/13/2025 | Trustmark National Bank Trust Department | 160,000 | $4.13M | 0.3% | +100.0% | 0.076% | |
2/13/2025 | VPR Management LLC | 10,000 | $258K | 0.1% | +100.0% | 0.005% | |
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2/13/2025 | SageView Advisory Group LLC | 22,135 | $572K | 0.0% | +94.6% | 0.010% | |
2/13/2025 | Elm Partners Management LLC | 3,753,515 | $96.95M | 6.6% | +125.0% | 1.777% | |
2/13/2025 | Savvy Advisors Inc. | 27,120 | $701K | 0.1% | +181.9% | 0.013% | |
2/13/2025 | Bragg Financial Advisors Inc | 30,000 | $775K | 0.0% | N/A | 0.014% | |
2/13/2025 | Seeds Investor LLC | 114,049 | $2.95M | 0.8% | N/A | 0.054% | |
2/13/2025 | RE Dickinson Investment Advisors LLC | 149,260 | $3.86M | 2.2% | +89.0% | 0.071% | |
2/13/2025 | Oder Investment Management LLC | 21,474 | $555K | 0.5% | +83.6% | 0.010% | |
2/13/2025 | NFP Retirement Inc. | 79,731 | $2.06M | 0.2% | +108.7% | 0.038% | |
2/13/2025 | Elios Financial Group Inc. | 12,685 | $328K | 0.2% | +119.2% | 0.006% | |
2/13/2025 | Schiavi & Co LLC | 10,543 | $272K | 0.1% | N/A | 0.005% | |