1/21/2025 | Stewardship Advisors LLC | 119,727 | $6.79M | 1.9% | -1.4% | 0.182% | |
1/21/2025 | Geneos Wealth Management Inc. | 12,031 | $682K | 0.0% | +27.6% | 0.018% | |
1/21/2025 | Carr Financial Group Corp | 35,364 | $2.01M | 0.6% | +0.9% | 0.054% | |
1/21/2025 | Patriot Investment Management Group Inc. | 6,275 | $356K | 0.0% | +6.0% | 0.010% | |
1/21/2025 | LexAurum Advisors LLC | 16,673 | $945K | 0.2% | +6.1% | 0.025% | |
1/21/2025 | Cornerstone Wealth Management LLC | 9,766 | $554K | 0.0% | -2.8% | 0.015% | |
1/21/2025 | Johnson Bixby & Associates LLC | 13,128 | $744K | 0.1% | +1.5% | 0.020% | |
1/21/2025 | Sterling Group Wealth Management LLC | 6,427 | $364K | 0.2% | -4.4% | 0.010% | |
1/17/2025 | Avior Wealth Management LLC | 4,372 | $248K | 0.0% | -23.7% | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 4,230 | $240K | 0.0% | +6.4% | 0.006% | |
|
1/17/2025 | LifeGuide Financial Advisors LLC | 182,799 | $10.37M | 4.4% | +18.7% | 0.278% | |
1/17/2025 | Farrell Financial LLC | 78,859 | $4.47M | 3.2% | +4.0% | 0.120% | |
1/17/2025 | Atomi Financial Group Inc. | 5,052 | $286K | 0.0% | +34.2% | 0.008% | |
1/16/2025 | First United Bank & Trust | 5,860 | $332K | 0.1% | -42.9% | 0.009% | |
1/16/2025 | Martel Wealth Advisors Inc | 4,405 | $250K | 0.0% | +8.3% | 0.007% | |
1/16/2025 | Pure Financial Advisors LLC | 10,331 | $586K | 0.0% | -3.8% | 0.016% | |
1/15/2025 | Orgel Wealth Management LLC | 87,747 | $4.98M | 0.1% | +7.6% | 0.133% | |
1/15/2025 | Cherrydale Wealth Management LLC | 6,143 | $348K | 0.1% | -17.9% | 0.009% | |
1/15/2025 | CGN Advisors LLC | 42,195 | $2.39M | 0.2% | +3.5% | 0.064% | |
1/15/2025 | Wealthcare Capital Management LLC | 8,174 | $463K | 0.0% | -8.5% | 0.012% | |
1/14/2025 | West Financial Advisors LLC | 32,458 | $1.84M | 0.4% | +5.6% | 0.049% | |
1/14/2025 | Apella Capital LLC | 110,069 | $6.24M | 0.2% | -0.9% | 0.167% | |
1/14/2025 | Meridian Financial Partners LLC | 7,681 | $436K | 0.2% | N/A | 0.012% | |
1/14/2025 | Affinity Capital Advisors LLC | 4,657 | $265K | 0.0% | -18.4% | 0.007% | |
1/14/2025 | Quantum Financial Advisors LLC | 7,662 | $434K | 0.1% | N/A | 0.012% | |
1/13/2025 | AdvisorNet Financial Inc | 4,828 | $274K | 0.0% | -9.6% | 0.007% | |
1/13/2025 | Pallas Capital Advisors LLC | 23,616 | $1.34M | 0.1% | -0.9% | 0.036% | |
1/13/2025 | Corrigan Financial Inc. | 16,576 | $940K | 0.2% | +8.3% | 0.025% | |
1/7/2025 | Benchmark Wealth Management LLC | 4,090 | $232K | 0.1% | +8.4% | 0.006% | |
1/7/2025 | Bangor Savings Bank | 1,140 | $65K | 0.0% | +153.3% | 0.002% | |
12/3/2024 | Garde Capital Inc. | 133,335 | $8.20M | 0.5% | +6.0% | 0.203% | |
11/27/2024 | Franklin Resources Inc. | 14,047 | $859K | 0.0% | +14.2% | 0.021% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 14,511 | $893K | 0.0% | N/A | 0.022% | |
11/18/2024 | Rehmann Capital Advisory Group | 3,283 | $202K | 0.0% | N/A | 0.005% | |
11/15/2024 | Urban Financial Advisory Corp | 1,676 | $103K | 0.1% | N/A | 0.003% | |
11/15/2024 | Headinvest LLC | 3,889 | $239K | 0.0% | -11.3% | 0.006% | |
11/15/2024 | Dunhill Financial LLC | 9,301 | $572K | 0.3% | N/A | 0.014% | |
11/15/2024 | Passive Capital Management LLC. | 5,811 | $357K | 0.1% | +7.6% | 0.009% | |
11/15/2024 | National Bank of Canada FI | 16,787 | $1.03M | 0.0% | +5.2% | 0.026% | |
11/15/2024 | EP Wealth Advisors LLC | 7,401 | $455K | 0.0% | +278.2% | 0.011% | |
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11/15/2024 | Jane Street Group LLC | 363,443 | $22.36M | 0.0% | +82.7% | 0.552% | |
11/15/2024 | Stifel Financial Corp | 6,165 | $379K | 0.0% | +5.7% | 0.009% | |
11/15/2024 | SageView Advisory Group LLC | 78,531 | $4.83M | 0.2% | +0.7% | 0.119% | |
11/15/2024 | HighTower Advisors LLC | 81,531 | $5.01M | 0.0% | +5.4% | 0.124% | |
11/14/2024 | Captrust Financial Advisors | 41,401 | $2.55M | 0.0% | -4.0% | 0.063% | |
11/14/2024 | Fiduciary Trust Co | 140,556 | $8.65M | 0.1% | -0.4% | 0.214% | |
11/14/2024 | Bell Investment Advisors Inc | 25,118 | $1.55M | 0.3% | +2.7% | 0.038% | |
11/13/2024 | Glenmede Trust Co. NA | 8,637 | $531K | 0.0% | +1,179.6% | 0.013% | |
11/13/2024 | Hardy Reed LLC | 17,901 | $1.10M | 0.1% | +2.0% | 0.027% | |
11/13/2024 | FMR LLC | 20,492 | $1.26M | 0.0% | +180.7% | 0.031% | |
11/13/2024 | Davis R M Inc. | 33,140 | $2.04M | 0.0% | -6.4% | 0.050% | |
11/12/2024 | Crewe Advisors LLC | 140,859 | $8.66M | 1.0% | -66.3% | 0.214% | |
11/12/2024 | Larson Financial Group LLC | 14,592 | $898K | 0.1% | -1.4% | 0.022% | |
11/12/2024 | Cerity Partners LLC | 271,176 | $16.68M | 0.0% | -0.4% | 0.412% | |
11/12/2024 | Great Valley Advisor Group Inc. | 3,561 | $219K | 0.0% | N/A | 0.005% | |
11/12/2024 | Financial Council LLC | 18,897 | $1.16M | 0.6% | -1.8% | 0.029% | |
11/12/2024 | Smithfield Trust Co | 11,529 | $707K | 0.0% | +55.4% | 0.018% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 44,815 | $2.76M | 1.4% | +9.1% | 0.068% | |
11/8/2024 | Thompson Davis & CO. Inc. | 5,911 | $364K | 0.3% | +6.0% | 0.009% | |
11/7/2024 | Amara Financial LLC. | 14,933 | $919K | 0.9% | N/A | 0.023% | |
11/7/2024 | AMG National Trust Bank | 67,108 | $4.13M | 0.1% | -7.4% | 0.102% | |
11/7/2024 | Westfuller Advisors LLC | 61,201 | $3.76M | 2.7% | N/A | 0.093% | |
11/7/2024 | Gilbert & Cook Inc. | 6,030 | $371K | 0.1% | +38.7% | 0.009% | |
11/6/2024 | Angeles Investment Advisors LLC | 115,265 | $7.09M | 0.4% | -6.7% | 0.175% | |
11/5/2024 | Haverford Trust Co | 32,919 | $2.03M | 0.0% | -1.2% | 0.050% | |
11/5/2024 | Empower Advisory Group LLC | 6,898 | $424K | 0.0% | +3.3% | 0.010% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,443 | $89K | 0.0% | +801.9% | 0.002% | |
11/5/2024 | Harbour Investments Inc. | 13,325 | $820K | 0.0% | +4.9% | 0.020% | |
11/4/2024 | Addison Advisors LLC | 26,841 | $1.65M | 0.5% | -12.4% | 0.041% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 27,288 | $1.68M | 0.5% | +2.7% | 0.041% | |
11/4/2024 | Round Rock Advisors LLC | 9,440 | $581K | 0.1% | -2.1% | 0.014% | |
11/1/2024 | Carr Financial Group Corp | 35,060 | $2.16M | 0.6% | +0.6% | 0.053% | |
11/1/2024 | Beta Wealth Group Inc. | 3,327 | $205K | 0.1% | N/A | 0.005% | |
10/31/2024 | Spinnaker Trust | 235,940 | $14.51M | 0.9% | +0.1% | 0.359% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 78,770 | $4.85M | 0.9% | +3.0% | 0.120% | |
10/30/2024 | Milestone Investment Advisors LLC | 1,989 | $122K | 0.0% | +91.3% | 0.003% | |
10/30/2024 | Capital Management Corp VA | 3,437 | $211K | 0.0% | N/A | 0.005% | |
10/30/2024 | PDS Planning Inc | 2,815 | $173K | 0.0% | +38.1% | 0.004% | |
10/29/2024 | Northeast Investment Management | 3,406 | $210K | 0.0% | N/A | 0.005% | |
10/29/2024 | Opes Wealth Management LLC | 15,683 | $965K | 0.2% | +2.0% | 0.024% | |
10/29/2024 | Bear Mountain Capital Inc. | 42,412 | $2.56M | 1.0% | +1.0% | 0.064% | |
10/29/2024 | New Covenant Trust Company N.A. | 49,279 | $3.05M | 3.0% | -0.4% | 0.075% | |
10/29/2024 | Brooklyn FI LLC | 32,225 | $1.98M | 0.7% | +2.4% | 0.049% | |
10/28/2024 | Human Investing LLC | 68,745 | $4.23M | 0.8% | +5.5% | 0.104% | |
10/28/2024 | US Bancorp DE | 3,538 | $218K | 0.0% | +10.6% | 0.005% | |
10/25/2024 | Pinnacle Associates Ltd. | 8,443 | $519K | 0.0% | +50.2% | 0.013% | |
10/25/2024 | Valmark Advisers Inc. | 4,653 | $286K | 0.0% | +4.7% | 0.007% | |
10/25/2024 | Diversify Advisory Services LLC | 4,301 | $258K | 0.0% | +12.3% | 0.007% | |
10/25/2024 | Pallas Capital Advisors LLC | 23,837 | $1.42M | 0.1% | -9.2% | 0.036% | |
10/24/2024 | Arbor Investment Advisors LLC | 3,496 | $215K | 0.0% | N/A | 0.005% | |
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10/24/2024 | Greenspring Advisors LLC | 3,302 | $203K | 0.0% | N/A | 0.005% | |
10/24/2024 | Modera Wealth Management LLC | 12,587 | $774K | 0.0% | +4.5% | 0.019% | |
10/24/2024 | Boston Trust Walden Corp | 212,931 | $13.10M | 0.1% | -0.7% | 0.324% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 45,624 | $2.81M | 0.0% | -21.6% | 0.069% | |
10/24/2024 | Sageworth Trust Co | 25,769 | $1.59M | 0.1% | +5.5% | 0.039% | |
10/23/2024 | Ballentine Partners LLC | 19,108 | $1.18M | 0.0% | -65.1% | 0.029% | |
10/23/2024 | Northland Capital Management LLC | 24,198 | $1.49M | 0.9% | -0.9% | 0.037% | |
10/22/2024 | Private Advisor Group LLC | 8,391 | $516K | 0.0% | -2.8% | 0.013% | |
10/22/2024 | Leo Wealth LLC | 774,412 | $47.63M | 4.4% | +1.9% | 1.177% | |
10/21/2024 | DeDora Capital Inc. | 58,751 | $3.61M | 1.0% | +6.9% | 0.089% | |