4/1/2025 | Stonehearth Capital Management LLC | 12,993 | $2.48M | 1.0% | -25.7% | 0.262% | |
2/17/2025 | Focus Partners Wealth | 4,732 | $916K | 0.0% | +4.2% | 0.091% | |
2/17/2025 | Cetera Investment Advisers | 23,603 | $4.57M | 0.0% | -8.5% | 0.454% | |
2/17/2025 | Citadel Advisors LLC | 17,191 | $3.33M | 0.0% | +113.5% | 0.331% | |
2/17/2025 | Bank of America Corp DE | 128,416 | $24.86M | 0.0% | -0.7% | 2.470% | |
2/17/2025 | BNP Paribas Financial Markets | 898 | $174K | 0.0% | -8.3% | 0.017% | |
2/17/2025 | Ameriprise Financial Inc. | 24,601 | $4.76M | 0.0% | -12.8% | 0.473% | |
2/17/2025 | AlTi Global Inc. | 19,618 | $3.80M | 0.1% | -5.3% | 0.377% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 10,246 | $1.98M | 0.0% | +5.8% | 0.197% | |
2/14/2025 | Jane Street Group LLC | 39,296 | $7.61M | 0.0% | -43.0% | 0.756% | |
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2/14/2025 | Comerica Bank | 844 | $163K | 0.0% | -75.4% | 0.016% | |
2/14/2025 | Coldstream Capital Management Inc. | 18,305 | $3.54M | 0.1% | -0.8% | 0.352% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 1,437 | $278K | 0.0% | -88.2% | 0.028% | |
2/14/2025 | Susquehanna International Group LLP | 30,807 | $5.96M | 0.0% | -14.0% | 0.592% | |
2/13/2025 | Investure LLC | 101,821 | $19.71M | 1.2% | +1.2% | 1.958% | |
2/13/2025 | KilterHowling LLC | 1,422 | $286K | 0.2% | -10.1% | 0.027% | |
2/13/2025 | Kraft Davis & Associates LLC | 1,059 | $212K | 0.1% | N/A | 0.020% | |
2/13/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
2/13/2025 | Envestnet Asset Management Inc. | 20,890 | $4.04M | 0.0% | +3.2% | 0.402% | |
2/13/2025 | Wells Fargo & Company MN | 2,195 | $425K | 0.0% | +46.5% | 0.042% | |
2/12/2025 | Nottingham Advisors Inc. | 1,202 | $233K | 0.0% | -21.2% | 0.023% | |
2/12/2025 | Allianz SE | 103,015 | $20.03M | 0.5% | N/A | 1.981% | |
2/12/2025 | JPMorgan Chase & Co. | 72,802 | $14.09M | 0.0% | +0.8% | 1.400% | |
2/11/2025 | LPL Financial LLC | 14,718 | $2.85M | 0.0% | +5.0% | 0.283% | |
2/11/2025 | TD Private Client Wealth LLC | 2,554 | $494K | 0.0% | +37.1% | 0.049% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 461 | $89K | 0.0% | +558.6% | 0.009% | |
2/7/2025 | HighTower Advisors LLC | 5,489 | $1.06M | 0.0% | +13.7% | 0.106% | |
2/7/2025 | Wealthfront Advisers LLC | 30,192 | $5.85M | 0.0% | +146.3% | 0.581% | |
2/6/2025 | Raymond James Financial Inc. | 3,817 | $739K | 0.0% | N/A | 0.073% | |
2/6/2025 | Patten Group Inc. | 2,201 | $426K | 0.1% | -11.1% | 0.042% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 5,163 | $1M | 0.0% | -14.4% | 0.099% | |
2/6/2025 | Jones Financial Companies Lllp | 1,731 | $335K | 0.0% | +152.3% | 0.033% | |
2/5/2025 | Smartleaf Asset Management LLC | 7,760 | $1.51M | 0.2% | +26.1% | 0.149% | |
2/4/2025 | Wrapmanager Inc. | 1,214 | $235K | 0.1% | -10.9% | 0.023% | |
2/4/2025 | Wharton Business Group LLC | 1,795 | $347K | 0.0% | -7.9% | 0.035% | |
2/3/2025 | Transcend Capital Advisors LLC | 1,520 | $294K | 0.0% | N/A | 0.029% | |
1/31/2025 | Atria Wealth Solutions Inc. | 1,247 | $241K | 0.0% | -4.8% | 0.024% | |
1/31/2025 | Retirement Income Solutions Inc | 1,199 | $232K | 0.0% | N/A | 0.023% | |
1/28/2025 | Golden State Wealth Management LLC | 1,941 | $376K | 0.1% | N/A | 0.037% | |
1/27/2025 | Long Run Wealth Advisors LLC | 5,300 | $1.03M | 0.2% | -4.0% | 0.102% | |
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1/24/2025 | Dohj LLC | 4,421 | $856K | 0.2% | +2.8% | 0.085% | |
1/23/2025 | Equita Financial Network Inc. | 1,189 | $230K | 0.1% | N/A | 0.023% | |
1/22/2025 | BSW Wealth Partners | 24,810 | $4.80M | 0.7% | +6.7% | 0.477% | |
1/21/2025 | Gradient Investments LLC | 9,786 | $1.89M | 0.0% | +2.1% | 0.188% | |
1/17/2025 | Albion Financial Group UT | 7,825 | $1.52M | 0.1% | +0.8% | 0.150% | |
1/16/2025 | Aspiriant LLC | 105,698 | $20.46M | 0.7% | +5.9% | 2.033% | |
1/15/2025 | Merit Financial Group LLC | 1,525 | $295K | 0.0% | -22.4% | 0.029% | |
1/15/2025 | Relyea Zuckerberg Hanson LLC | 1,931 | $374K | 0.1% | +74.3% | 0.037% | |
1/15/2025 | Ritholtz Wealth Management | 4,695 | $909K | 0.0% | -20.7% | 0.090% | |
1/14/2025 | Cardinal Point Capital Management ULC | 6,865 | $1.33M | 0.2% | +3.5% | 0.132% | |
1/13/2025 | Miracle Mile Advisors LLC | 3,581 | $693K | 0.0% | -9.5% | 0.069% | |
1/13/2025 | Westmount Partners LLC | 3,816 | $739K | 0.2% | +3.0% | 0.073% | |
1/7/2025 | Stonehearth Capital Management LLC | 17,494 | $3.39M | 1.4% | -2.3% | 0.336% | |
12/26/2024 | JPMorgan Chase & Co. | 72,218 | $14.16M | 0.0% | +12.9% | 1.389% | |
11/18/2024 | TD Private Client Wealth LLC | 1,863 | $365K | 0.0% | -15.5% | 0.036% | |
11/18/2024 | Coldstream Capital Management Inc. | 18,445 | $3.65M | 0.1% | N/A | 0.355% | |
11/15/2024 | EP Wealth Advisors LLC | 805 | $158K | 0.0% | +22.9% | 0.015% | |
11/15/2024 | Jane Street Group LLC | 68,880 | $13.51M | 0.0% | -3.5% | 1.325% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 12,195 | $2.39M | 0.0% | N/A | 0.235% | |
11/15/2024 | HighTower Advisors LLC | 4,826 | $947K | 0.0% | +10.2% | 0.093% | |
11/14/2024 | Flow Traders U.S. LLC | 14,499 | $2.84M | 0.1% | +81.9% | 0.279% | |
11/13/2024 | Glenmede Trust Co. NA | 9,617 | $1.89M | 0.0% | -2.3% | 0.185% | |
11/13/2024 | BNP Paribas Financial Markets | 979 | $192K | 0.0% | -6.5% | 0.019% | |
11/13/2024 | FMR LLC | 1,833 | $360K | 0.0% | +10.5% | 0.035% | |
11/5/2024 | Savvy Advisors Inc. | 1,118 | $219K | 0.0% | -4.6% | 0.022% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 4,987 | $978K | 0.4% | +5.6% | 0.096% | |
10/29/2024 | BSW Wealth Partners | 23,248 | $4.56M | 0.7% | +3.0% | 0.447% | |
10/17/2024 | Aspiriant LLC | 99,840 | $19.58M | 0.7% | -6.6% | 1.920% | |
10/16/2024 | Nottingham Advisors Inc. | 1,525 | $299K | 0.0% | +8.3% | 0.029% | |
10/11/2024 | Paladin Wealth LLC | 159 | $31K | 0.0% | N/A | 0.003% | |
10/10/2024 | Ritholtz Wealth Management | 5,920 | $1.16M | 0.0% | -3.9% | 0.114% | |
10/9/2024 | Patten Group Inc. | 2,476 | $486K | 0.1% | +3.3% | 0.048% | |
8/30/2024 | Brown Financial Advisors | 406 | $74K | 0.0% | N/A | 0.008% | |
8/22/2024 | Cetera Investment Advisers | 25,863 | $4.74M | 0.0% | +0.3% | 0.497% | |
8/16/2024 | Creative Planning | 6,118 | $1.12M | 0.0% | -2.2% | 0.118% | |
8/15/2024 | AlTi Global Inc. | 19,847 | $3.64M | 0.1% | +2.5% | 0.382% | |
8/14/2024 | Bank of Montreal Can | 14,629 | $2.69M | 0.0% | +2,271.0% | 0.281% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 9,683 | $1.78M | 0.0% | -0.8% | 0.186% | |
8/7/2024 | Van Hulzen Asset Management LLC | 7,101 | $1.30M | 0.1% | +6.6% | 0.137% | |
8/3/2024 | Nottingham Advisors Inc. | 1,408 | $258K | 0.0% | -5.6% | 0.027% | |
8/1/2024 | Ritholtz Wealth Management | 6,158 | $1.13M | 0.0% | -13.0% | 0.118% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,196 | $952K | 0.0% | +11.1% | 0.100% | |
7/22/2024 | Sunpointe LLC | 10,901 | $2.00M | 1.3% | N/A | 0.210% | |
7/19/2024 | Long Run Wealth Advisors LLC | 5,505 | $1.01M | 0.3% | -16.0% | 0.106% | |
7/18/2024 | Gradient Investments LLC | 9,671 | $1.77M | 0.0% | +1.1% | 0.186% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 335 | $61K | 0.0% | N/A | 0.006% | |
7/15/2024 | Aspiriant LLC | 106,907 | $19.59M | 0.8% | +9.0% | 2.056% | |
7/12/2024 | Bond & Devick Financial Network Inc. | 4,723 | $866K | 0.5% | -1.3% | 0.091% | |
7/12/2024 | Cardinal Point Capital Management ULC | 6,635 | $1.22M | 0.2% | +5.1% | 0.128% | |
7/5/2024 | Stonehearth Capital Management LLC | 17,914 | $3.28M | 1.4% | +25.0% | 0.345% | |
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6/17/2024 | TruNorth Capital Management LLC | 1,300 | $233K | 0.1% | N/A | 0.025% | |
5/24/2024 | Cetera Investment Advisers | 25,790 | $4.63M | 0.0% | N/A | 0.496% | |
5/15/2024 | Flow Traders U.S. LLC | 48,469 | $8.70M | 0.5% | -4.1% | 0.932% | |
5/10/2024 | Truepoint Inc. | 2,113 | $379K | 0.0% | N/A | 0.041% | |
5/9/2024 | Eagle Bay Advisors LLC | 480 | $86K | 0.1% | N/A | 0.009% | |
5/4/2024 | Gould Asset Management LLC CA | 11,385 | $2.04M | 0.5% | +10.3% | 0.219% | |
5/1/2024 | BNP Paribas Financial Markets | 835 | $150K | 0.0% | -37.8% | 0.016% | |
4/30/2024 | Concord Wealth Partners | 652 | $117K | 0.0% | +127.2% | 0.013% | |
4/25/2024 | Long Run Wealth Advisors LLC | 6,551 | $1.18M | 0.3% | -2.7% | 0.126% | |
4/23/2024 | BSW Wealth Partners | 22,646 | $4.07M | 0.7% | -4.6% | 0.436% | |