4/25/2025 | Cairn Investment Group Inc. | 25,207 | $2.08M | 1.2% | -11.0% | 0.018% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 19,053 | $1.57M | 0.0% | -71.4% | 0.014% | |
4/24/2025 | Highland Capital Management LLC | 115,657 | $9.55M | 0.6% | -1.5% | 0.083% | |
4/24/2025 | Money Concepts Capital Corp | 13,077 | $1.08M | 0.1% | +60.5% | 0.009% | |
4/24/2025 | Transcend Capital Advisors LLC | 13,552 | $1.12M | 0.1% | -2.6% | 0.010% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,561 | $201K | 0.0% | -19.8% | 0.002% | |
4/24/2025 | Tranquility Partners LLC | 3,081 | $254K | 0.1% | -5.5% | 0.002% | |
4/23/2025 | Balefire LLC | 2,957 | $244K | 0.1% | N/A | 0.002% | |
4/23/2025 | Goldstein Advisors LLC | 4,170 | $344K | 0.1% | +28.2% | 0.003% | |
4/23/2025 | Western Wealth Management LLC | 15,303 | $1.26M | 0.1% | +383.5% | 0.011% | |
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4/23/2025 | Sequoia Financial Advisors LLC | 497,002 | $41.02M | 0.3% | +9.0% | 0.355% | |
4/23/2025 | Perigon Wealth Management LLC | 52,672 | $4.35M | 0.1% | +255.7% | 0.038% | |
4/23/2025 | Alpine Bank Wealth Management | 460 | $38K | 0.0% | N/A | 0.000% | |
4/23/2025 | Corundum Group Inc. | 41,812 | $3.45M | 1.7% | -35.1% | 0.030% | |
4/23/2025 | Spire Wealth Management | 1,007 | $83K | 0.0% | N/A | 0.001% | |
4/23/2025 | Balboa Wealth Partners | 6,154 | $508K | 0.1% | -11.8% | 0.004% | |
4/23/2025 | Symphony Financial Ltd. Co. | 6,425 | $530K | 0.3% | N/A | 0.005% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,470 | $617K | 0.0% | -3.4% | 0.005% | |
4/23/2025 | Verus Wealth Management LLC | 49,552 | $4.09M | 4.5% | +3.5% | 0.035% | |
4/22/2025 | Diversified Portfolios Inc. | 16,177 | $1.34M | 0.1% | -5.3% | 0.012% | |
4/22/2025 | Moser Wealth Advisors LLC | 2,307 | $190K | 0.1% | N/A | 0.002% | |
4/22/2025 | Rodgers & Associates LTD | 6,279 | $518K | 0.1% | +11.5% | 0.004% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 40,604 | $3.35M | 0.0% | -63.0% | 0.029% | |
4/22/2025 | Envision Financial LLC | 41,268 | $3.41M | 2.6% | -0.6% | 0.029% | |
4/22/2025 | Garde Capital Inc. | 1,134 | $94K | 0.0% | N/A | 0.001% | |
4/22/2025 | First American Bank | 4,911 | $405K | 0.0% | N/A | 0.004% | |
4/22/2025 | Bernardo Wealth Planning LLC | 328,050 | $27.08M | 6.5% | +2.6% | 0.234% | |
4/21/2025 | Proathlete Wealth Management LLC | 871 | $72K | 0.0% | N/A | 0.001% | |
4/21/2025 | Blue Trust Inc. | 6,124 | $505K | 0.0% | -3.8% | 0.004% | |
4/21/2025 | WestHill Financial Advisors Inc. | 719,410 | $59.38M | 13.6% | +0.8% | 0.514% | |
4/21/2025 | Institute for Wealth Management LLC. | 21,596 | $1.78M | 0.2% | +149.8% | 0.015% | |
4/21/2025 | Johnson Investment Counsel Inc. | 3,331 | $275K | 0.0% | +5.6% | 0.002% | |
4/21/2025 | Golden Road Advisors LLC | 52,459 | $4.33M | 3.4% | -0.4% | 0.037% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 14,956 | $1.23M | 0.0% | +1.1% | 0.011% | |
4/21/2025 | Essex Savings Bank | 10,090 | $833K | 0.2% | +63.8% | 0.007% | |
4/18/2025 | Tennessee Valley Asset Management Partners | 36,602 | $3.02M | 0.5% | +6.1% | 0.026% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 7,394 | $610K | 0.0% | N/A | 0.005% | |
4/17/2025 | Chicago Capital LLC | 9,709 | $801K | 0.0% | -11.1% | 0.007% | |
4/17/2025 | Highline Wealth Partners LLC | 119,233 | $9.84M | 3.3% | -16.8% | 0.086% | |
4/17/2025 | Sagespring Wealth Partners LLC | 7,019 | $579K | 0.0% | N/A | 0.005% | |
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4/17/2025 | Janney Montgomery Scott LLC | 1,606,301 | $132.58M | 0.4% | -7.8% | 1.157% | |
4/17/2025 | Mission Wealth Management LP | 14,498 | $1.20M | 0.0% | +119.6% | 0.010% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 5,105 | $421K | 0.0% | -39.4% | 0.004% | |
4/17/2025 | Optas LLC | 233,704 | $19.29M | 3.3% | +96.3% | 0.168% | |
4/17/2025 | Newport Capital Group LLC | 2,593 | $214K | 0.2% | N/A | 0.002% | |
4/17/2025 | Scratch Capital LLC | 18,692 | $1.54M | 1.6% | -41.5% | 0.013% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,304 | $108K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 245,723 | $20.28M | 0.0% | +11.6% | 0.177% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 22,181 | $1.83M | 0.2% | +3.9% | 0.016% | |
4/16/2025 | RMR Wealth Builders | 5,962 | $492K | 0.1% | +7.2% | 0.004% | |
4/15/2025 | Sapient Capital LLC | 16,199 | $1.34M | 0.0% | +4.0% | 0.012% | |
4/15/2025 | Braun Bostich & Associates Inc. | 10,674 | $881K | 0.7% | +17.7% | 0.008% | |
4/15/2025 | Fifth Third Bancorp | 2,335 | $193K | 0.0% | +11.1% | 0.002% | |
4/15/2025 | Zhang Financial LLC | 32,604 | $2.69M | 0.1% | +1.1% | 0.023% | |
4/15/2025 | Accurate Wealth Management LLC | 20,241 | $1.57M | 0.3% | -15.4% | 0.015% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 32,857 | $2.71M | 0.1% | -12.2% | 0.024% | |
4/14/2025 | Bruce G. Allen Investments LLC | 23,471 | $1.94M | 1.5% | +14.1% | 0.017% | |
4/14/2025 | Farther Finance Advisors LLC | 7,301 | $603K | 0.0% | +97.7% | 0.005% | |
4/14/2025 | Deane Retirement Strategies Inc. | 124,102 | $10.24M | 4.9% | +5.1% | 0.089% | |
4/14/2025 | Centricity Wealth Management LLC | 6,161 | $509K | 0.5% | +8.3% | 0.004% | |
4/14/2025 | Wedge Capital Management L L P NC | 6,974 | $576K | 0.0% | N/A | 0.005% | |
4/14/2025 | Lpwm LLC | 20,092 | $1.66M | 0.5% | +2.7% | 0.014% | |
4/14/2025 | Wedmont Private Capital | 28,128 | $2.18M | 0.1% | -1.3% | 0.020% | |
4/11/2025 | Princeton Global Asset Management LLC | 2,576 | $213K | 0.0% | -22.2% | 0.002% | |
4/11/2025 | DHK Financial Advisors Inc. | 33,928 | $2.80M | 1.5% | +100.0% | 0.024% | |
4/11/2025 | Verum Partners LLC | 16,397 | $1.35M | 0.4% | -5.9% | 0.012% | |
4/10/2025 | Brand Asset Management Group Inc. | 102,833 | $8.49M | 3.5% | +0.8% | 0.074% | |
4/9/2025 | RFG Advisory LLC | 30,955 | $2.56M | 0.1% | -2.9% | 0.022% | |
4/9/2025 | Fulton Bank N.A. | 16,028 | $1.32M | 0.1% | +33.6% | 0.012% | |
4/9/2025 | NBC Securities Inc. | 1,260 | $104K | 0.0% | +125,900.0% | 0.001% | |
4/8/2025 | Parallel Advisors LLC | 1,440 | $119K | 0.0% | N/A | 0.001% | |
4/7/2025 | Benchmark Wealth Management LLC | 7,855 | $648K | 0.3% | -14.2% | 0.006% | |
4/7/2025 | AdvisorNet Financial Inc | 3,145 | $260K | 0.0% | -7.7% | 0.002% | |
4/3/2025 | First Hawaiian Bank | 140,920 | $11.63M | 0.7% | -7.7% | 0.107% | |
4/2/2025 | Kera Capital Partners Inc. | 71,363 | $5.89M | 1.8% | N/A | 0.052% | |
4/1/2025 | LBJ Family Wealth Advisors Ltd. | 24,737 | $2.04M | 1.3% | +1.3% | 0.018% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 220,221 | $17.89M | 0.0% | +7.9% | 0.180% | |
3/12/2025 | Centaurus Financial Inc. | 1,690 | $137K | 0.0% | N/A | 0.001% | |
3/7/2025 | Bannerman Wealth Management Group LLC | 3,655 | $297K | 0.2% | N/A | 0.003% | |
2/27/2025 | Carolinas Wealth Consulting LLC | 266,484 | $21.65M | 3.8% | -4.9% | 0.218% | |
2/26/2025 | Capital A Wealth Management LLC | 1,228 | $100K | 0.2% | N/A | 0.001% | |
2/25/2025 | SWAN Capital LLC | 16,051 | $1.30M | 0.6% | N/A | 0.013% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 11,279 | $916K | 0.0% | -10.6% | 0.009% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 15,026 | $1.22M | 0.5% | N/A | 0.012% | |
2/17/2025 | Vance Wealth LLC | 106,347 | $8.64M | 3.3% | -1.0% | 0.087% | |
2/17/2025 | Waverly Advisors LLC | 4,309 | $350K | 0.0% | +33.0% | 0.004% | |
2/17/2025 | Wellington Wealth Strategies LLC. | 2,728 | $233K | 0.2% | N/A | 0.002% | |
2/17/2025 | Westwood Holdings Group Inc. | 69,309 | $5.63M | 0.0% | -0.6% | 0.057% | |
2/17/2025 | Sentinus LLC | 7,206 | $585K | 0.2% | N/A | 0.006% | |
2/17/2025 | Silvercrest Asset Management Group LLC | 192,919 | $15.68M | 0.1% | +40.0% | 0.158% | |
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2/17/2025 | Royal Bank of Canada | 700,666 | $56.93M | 0.0% | +4.9% | 0.574% | |
2/17/2025 | Pathstone Holdings LLC | 989,435 | $80.39M | 0.4% | +8.9% | 0.810% | |
2/17/2025 | NorthRock Partners LLC | 14,521 | $1.18M | 0.0% | +17.8% | 0.012% | |
2/17/2025 | Minot DeBlois Advisors LLC | 306 | $25K | 0.0% | N/A | 0.000% | |
2/17/2025 | First Manhattan CO. LLC. | 32,004 | $2.60M | 0.0% | -7.7% | 0.026% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 6,372 | $518K | 0.0% | +74.8% | 0.005% | |
2/17/2025 | EP Wealth Advisors LLC | 1,537 | $125K | 0.0% | N/A | 0.001% | |
2/17/2025 | Cresset Asset Management LLC | 2,714 | $221K | 0.0% | -88.5% | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 279,557 | $22.71M | 0.0% | +2.1% | 0.229% | |
2/17/2025 | BOKF NA | 23,239 | $1.87M | 0.0% | +64.3% | 0.019% | |