5/15/2024 | SVB Wealth LLC | 78,592 | $3.31M | 0.1% | +91.1% | 0.092% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 1,405 | $59K | 0.0% | -19.9% | 0.002% | |
5/15/2024 | Fairview Capital Investment Management LLC | 156,747 | $6.61M | 0.4% | +2.3% | 0.184% | |
5/15/2024 | Quadrature Capital Ltd | 11,101 | $468K | 0.0% | N/A | 0.013% | |
5/14/2024 | Northwest Wealth Management LLC | 7,285 | $307K | 0.1% | N/A | 0.009% | |
5/14/2024 | Kraft Asset Management LLC | 23,308 | $982K | 0.8% | +109.8% | 0.027% | |
|
5/13/2024 | Windham Capital Management LLC | 62,315 | $2.63M | 2.1% | -0.6% | 0.073% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 32,216 | $1.36M | 1.2% | -39.2% | 0.038% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 5,638 | $238K | 0.0% | +4,559.5% | 0.007% | |
5/10/2024 | Osaic Holdings Inc. | 544,055 | $22.93M | 0.1% | -9.4% | 0.640% | |
5/10/2024 | ARK & TLK Investments LLC | 12,645 | $533K | 0.2% | -21.8% | 0.015% | |
5/9/2024 | SageView Advisory Group LLC | 22,431 | $945K | 0.0% | N/A | 0.026% | |
5/9/2024 | MB Generational Wealth LLC | 4,539 | $191K | 0.2% | -29.5% | 0.005% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 6,551,837 | $276.09M | 0.4% | -3.6% | 7.702% | |
5/9/2024 | Eagle Bay Advisors LLC | 29,525 | $1.24M | 0.8% | +10.9% | 0.035% | |
5/9/2024 | Endowment Wealth Management Inc. | 30,608 | $1.29M | 1.0% | +12.4% | 0.036% | |
5/8/2024 | US Bancorp DE | 229,946 | $9.69M | 0.0% | -3.0% | 0.270% | |
5/7/2024 | Chilton Capital Management LLC | 349,291 | $14.72M | 0.7% | -6.9% | 0.411% | |
5/7/2024 | Atomi Financial Group Inc. | 44,988 | $1.90M | 0.2% | N/A | 0.053% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 423,057 | $17.83M | 0.5% | +11.1% | 0.497% | |
5/7/2024 | TAGStone Capital Inc. | 6,144 | $259K | 0.2% | -15.4% | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 931,860 | $39.27M | 0.1% | -4.2% | 1.095% | |
5/4/2024 | Vista Capital Partners Inc. | 55,025 | $2.32M | 0.3% | +1.4% | 0.065% | |
5/4/2024 | Geneos Wealth Management Inc. | 768 | $32K | 0.0% | -35.5% | 0.001% | |
5/4/2024 | Richardson Financial Services Inc. | 6,149 | $259K | 0.2% | +8.2% | 0.007% | |
5/3/2024 | Integris Wealth Management LLC | 14,861 | $626K | 0.2% | -16.6% | 0.017% | |
5/3/2024 | Larson Financial Group LLC | 3,502 | $148K | 0.0% | -8.8% | 0.004% | |
5/2/2024 | Lincoln National Corp | 620,179 | $26.13M | 0.4% | +4.2% | 0.729% | |
5/2/2024 | Life Planning Partners Inc | 46,061 | $1.94M | 1.9% | -6.5% | 0.054% | |
5/1/2024 | Stone Point Wealth LLC | 26,284 | $1.11M | 0.4% | +15.7% | 0.031% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 8,567 | $361K | 0.1% | -13.8% | 0.010% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 28,981 | $1.22M | 0.1% | -1.4% | 0.034% | |
5/1/2024 | Avior Wealth Management LLC | 81,287 | $3.43M | 0.2% | +9.8% | 0.096% | |
5/1/2024 | Mission Wealth Management LP | 83,649 | $3.53M | 0.1% | +11.5% | 0.098% | |
5/1/2024 | Private Advisor Group LLC | 9,490 | $400K | 0.0% | -4.4% | 0.011% | |
4/30/2024 | J.W. Cole Advisors Inc. | 17,347 | $731K | 0.0% | -59.9% | 0.020% | |
4/30/2024 | JMG Financial Group Ltd. | 235,642 | $9.93M | 0.4% | -4.6% | 0.277% | |
4/30/2024 | Perigon Wealth Management LLC | 11,599 | $489K | 0.0% | -13.3% | 0.014% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 4,772 | $201K | 0.1% | N/A | 0.006% | |
4/29/2024 | Commonwealth Equity Services LLC | 35,058 | $1.48M | 0.0% | +5.2% | 0.041% | |
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4/26/2024 | Prairiewood Capital LLC | 45,196 | $1.91M | 0.9% | +12.0% | 0.053% | |
4/26/2024 | Tritonpoint Wealth LLC | 4,255 | $179K | 0.0% | -78.8% | 0.005% | |
4/25/2024 | Bear Mountain Capital Inc. | 45,970 | $1.83M | 0.8% | -5.0% | 0.054% | |
4/25/2024 | TRUE Private Wealth Advisors | 6,897 | $291K | 0.0% | -39.6% | 0.008% | |
4/25/2024 | Osborne Partners Capital Management LLC | 11,771 | $496K | 0.0% | -63.8% | 0.014% | |
4/25/2024 | North Ridge Wealth Advisors Inc. | 14,925 | $629K | 0.5% | +4.5% | 0.018% | |
4/24/2024 | SOL Capital Management CO | 45,493 | $1.92M | 0.2% | -7.7% | 0.053% | |
4/23/2024 | Fifth Third Bancorp | 874 | $37K | 0.0% | -61.7% | 0.001% | |
4/22/2024 | Rockwood Wealth Management LLC | 358,599 | $15.11M | 2.0% | +12.8% | 0.422% | |
4/22/2024 | Strategic Financial Planning Inc. | 100,294 | $4.23M | 3.2% | +3.6% | 0.118% | |
4/19/2024 | AWM Capital LLC | 126,666 | $5.34M | 0.9% | -0.5% | 0.149% | |
4/18/2024 | Total Wealth Planning LLC | 139,213 | $5.87M | 1.0% | +0.2% | 0.164% | |
4/18/2024 | Hexagon Capital Partners LLC | 2,662 | $112K | 0.0% | -28.2% | 0.003% | |
4/18/2024 | Compass Ion Advisors LLC | 8,403 | $354K | 0.1% | -12.3% | 0.010% | |
4/17/2024 | Gradient Capital Advisors LLC | 61,204 | $2.58M | 0.9% | -5.1% | 0.072% | |
4/16/2024 | Cambridge Advisors Inc. | 30,925 | $1.30M | 0.3% | +4.6% | 0.036% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 45,003 | $1.90M | 0.0% | -15.8% | 0.053% | |
4/15/2024 | Aspiriant LLC | 40,391 | $1.70M | 0.1% | -5.8% | 0.047% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 42,487 | $1.79M | 1.0% | +18.0% | 0.050% | |
4/15/2024 | Elevated Capital Advisors LLC | 17,140 | $722K | 0.2% | -1.5% | 0.020% | |
4/15/2024 | Lpwm LLC | 69,555 | $2.85M | 1.0% | +2.6% | 0.082% | |
4/12/2024 | First PREMIER Bank | 866 | $36K | 0.0% | -26.0% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 1,228,825 | $51.78M | 1.0% | +1.6% | 1.444% | |
4/11/2024 | Maryland Capital Advisors Inc. | 62,136 | $2.62M | 1.6% | +4.9% | 0.073% | |
4/11/2024 | Moller Wealth Partners | 355,142 | $14.97M | 4.1% | +1.9% | 0.417% | |
4/10/2024 | Apella Capital LLC | 17,048 | $716K | 0.0% | -14.8% | 0.020% | |
4/9/2024 | Montecito Bank & Trust | 9,391 | $396K | 0.1% | -6.3% | 0.011% | |
4/5/2024 | Lam Group Inc. | 50,140 | $2.11M | 1.7% | +23.8% | 0.059% | |
4/3/2024 | Versant Capital Management Inc | 1,431 | $60K | 0.0% | N/A | 0.002% | |
4/2/2024 | Marotta Asset Management | 93,949 | $3.96M | 0.8% | -2.4% | 0.110% | |
3/26/2024 | Fairman Group LLC | 990 | $42K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,812 | $631K | 0.0% | +1.9% | 0.017% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 74,455 | $3.17M | 1.8% | +6.8% | 0.087% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,089 | $217K | 0.0% | N/A | 0.006% | |
3/4/2024 | Richardson Financial Services Inc. | 5,683 | $242K | 0.2% | N/A | 0.007% | |
3/1/2024 | ARK & TLK Investments LLC | 16,161 | $688K | 0.2% | N/A | 0.019% | |
3/1/2024 | Goldman Sachs Group Inc. | 6,292,828 | $268.01M | 0.0% | +80.4% | 7.367% | |
2/28/2024 | Bbjs Financial Advisors LLC | 236,489 | $10.07M | 3.5% | +8.2% | 0.277% | |
2/28/2024 | EP Wealth Advisors LLC | 2,677 | $114K | 0.0% | N/A | 0.003% | |
2/26/2024 | Integrated Advisors Network LLC | 11,341 | $483K | 0.0% | -7.1% | 0.013% | |
2/16/2024 | Security National Bank of SO Dak | 7,454 | $317K | 0.2% | N/A | 0.009% | |
2/15/2024 | Forefront Analytics LLC | 55,831 | $2.38M | 1.2% | -37.1% | 0.065% | |
2/14/2024 | Washington Trust Bank | 16,223 | $691K | 0.1% | +2.9% | 0.019% | |
2/14/2024 | Regal Investment Advisors LLC | 19,296 | $822K | 0.1% | +1.4% | 0.023% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,613,625 | $68.72M | 0.0% | -34.2% | 1.889% | |
2/13/2024 | Exencial Wealth Advisors LLC | 90,574 | $3.86M | 0.2% | -0.7% | 0.106% | |
2/13/2024 | Fairview Capital Investment Management LLC | 153,272 | $6.53M | 0.4% | -7.6% | 0.179% | |
2/13/2024 | Goldman Sachs Group Inc. | 6,292,829 | $268.01M | 0.0% | +80.4% | 7.367% | |
2/13/2024 | The Manufacturers Life Insurance Company | 674,672 | $28.73M | 0.0% | +7.7% | 0.790% | |
2/12/2024 | Partners Capital Investment Group LLP | 28,569 | $1.22M | 0.0% | -2.6% | 0.033% | |
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2/12/2024 | American Investment Services Inc. | 5,129 | $218K | 0.0% | -17.9% | 0.006% | |
2/12/2024 | Strategic Financial Planning Inc. | 96,774 | $4.12M | 3.2% | +4.9% | 0.113% | |
2/12/2024 | Innealta Capital LLC | 5,059 | $215K | 0.1% | N/A | 0.006% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,961 | $211K | 0.0% | N/A | 0.006% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 27,786 | $1.18M | 0.0% | +22,863.6% | 0.033% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 4,698 | $200K | 0.1% | N/A | 0.005% | |
2/12/2024 | Parallel Advisors LLC | 9,793 | $417K | 0.0% | -6.2% | 0.011% | |
2/12/2024 | Unconventional Investor LLC | 17,373 | $740K | 0.6% | -7.8% | 0.020% | |
2/9/2024 | Johnson Financial Group Inc. | 3,170 | $135K | 0.0% | +39.8% | 0.004% | |
2/9/2024 | Commerce Bank | 8,271 | $352K | 0.0% | -46.8% | 0.010% | |