4/23/2025 | Sequoia Financial Advisors LLC | 20,103 | $619K | 0.0% | +23.6% | 0.009% | |
4/23/2025 | Northland Capital Management LLC | 72,372 | $2.23M | 1.5% | -3.9% | 0.034% | |
4/23/2025 | Davidson Kahn Capital Management LLC | 20,830 | $642K | 0.5% | +8.3% | 0.010% | |
4/23/2025 | Clearview Wealth Advisors LLC | 12,441 | $383K | 0.3% | +3.1% | 0.006% | |
4/23/2025 | Systelligence LLC | 346,230 | $10.66M | 2.6% | +11.0% | 0.163% | |
4/23/2025 | Johnson Bixby & Associates LLC | 399,570 | $12.31M | 1.8% | +19.8% | 0.188% | |
4/23/2025 | Guardian Financial Partners LLC | 27,038 | $833K | 0.4% | +17.6% | 0.013% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 6,528 | $201K | 0.0% | N/A | 0.003% | |
4/23/2025 | EQ Wealth Advisors LLC | 64,028 | $1.97M | 1.4% | -2.6% | 0.030% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 387,870 | $11.95M | 0.0% | +5.8% | 0.183% | |
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4/22/2025 | Veridan Wealth LLC | 102,798 | $3.17M | 1.4% | -1.5% | 0.048% | |
4/22/2025 | WealthCare Investment Partners LLC | 12,775 | $371K | 0.2% | N/A | 0.006% | |
4/22/2025 | Synergy Asset Management LLC | 26,371 | $812K | 0.1% | -50.1% | 0.012% | |
4/22/2025 | Cabot Wealth Management Inc. | 248,125 | $7.64M | 1.0% | -9.1% | 0.117% | |
4/21/2025 | Johnson Investment Counsel Inc. | 87,376 | $2.69M | 0.0% | +4.0% | 0.041% | |
4/21/2025 | Aspiriant LLC | 654,821 | $20.17M | 0.7% | -1.7% | 0.309% | |
4/17/2025 | Janney Montgomery Scott LLC | 78,226 | $2.41M | 0.0% | +12.4% | 0.037% | |
4/17/2025 | Mission Wealth Management LP | 6,563 | $202K | 0.0% | -14.5% | 0.003% | |
4/17/2025 | Access Financial Services Inc. | 153,537 | $4.73M | 1.9% | N/A | 0.072% | |
4/17/2025 | RHS Financial LLC | 257,309 | $7.93M | 4.4% | +0.8% | 0.121% | |
4/17/2025 | Hengehold Capital Management LLC | 41,173 | $1.27M | 0.1% | -6.6% | 0.019% | |
4/17/2025 | Sound Income Strategies LLC | 2,890 | $89K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 104,924 | $3.23M | 0.0% | -6.4% | 0.049% | |
4/16/2025 | Goldstone Financial Group LLC | 52,344 | $1.61M | 0.2% | -2.8% | 0.025% | |
4/16/2025 | CVA Family Office LLC | 235,803 | $7.26M | 1.1% | -5.7% | 0.111% | |
4/15/2025 | Sagace Wealth Management LLC | 64,333 | $1.98M | 1.5% | +5.0% | 0.030% | |
4/15/2025 | Magnolia Private Wealth LLC | 36,820 | $1.13M | 0.6% | -13.9% | 0.017% | |
4/15/2025 | Alpha Omega Wealth Management LLC | 118,712 | $3.66M | 0.7% | +3.7% | 0.056% | |
4/15/2025 | Focus Financial Network Inc. | 23,774 | $732K | 0.0% | +7.1% | 0.011% | |
4/15/2025 | Gibson Capital LLC | 36,739 | $1.13M | 0.2% | +46.1% | 0.017% | |
4/15/2025 | Simplicity Wealth LLC | 6,701 | $206K | 0.0% | N/A | 0.003% | |
4/14/2025 | Farther Finance Advisors LLC | 10,935 | $338K | 0.0% | -4.2% | 0.005% | |
4/14/2025 | BCS Wealth Management | 11,969 | $369K | 0.1% | +24.4% | 0.006% | |
4/14/2025 | Bangor Savings Bank | 10,669 | $329K | 0.0% | -39.1% | 0.005% | |
4/14/2025 | Park Avenue Securities LLC | 12,962 | $399K | 0.0% | +21.7% | 0.006% | |
4/14/2025 | Revolve Wealth Partners LLC | 11,723 | $361K | 0.1% | +6.1% | 0.006% | |
4/14/2025 | Wedmont Private Capital | 13,036 | $377K | 0.0% | +33.5% | 0.006% | |
4/11/2025 | First National Corp MA ADV | 42,271 | $1.30M | 0.3% | +4.0% | 0.020% | |
4/10/2025 | Breakwater Capital Group | 26,497 | $816K | 0.1% | +186.7% | 0.012% | |
4/10/2025 | Charles Schwab Trust Co | 365,052 | $11.24M | 0.9% | +6.5% | 0.172% | |
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4/10/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,923 | $152K | 0.0% | +1,074.9% | 0.002% | |
4/10/2025 | Fermata Advisors LLC | 102,861 | $3.17M | 0.6% | N/A | 0.049% | |
4/10/2025 | McGrath & Associates Inc. | 47,703 | $1.47M | 2.7% | -9.2% | 0.023% | |
4/9/2025 | ST Germain D J Co. Inc. | 1,945 | $60K | 0.0% | N/A | 0.001% | |
4/9/2025 | Merit Financial Group LLC | 53,596 | $1.65M | 0.0% | -50.2% | 0.025% | |
4/9/2025 | Fragasso Financial Advisors Inc | 25,269 | $778K | 0.1% | -1.5% | 0.012% | |
4/9/2025 | Moller Wealth Partners | 360,414 | $11.10M | 2.7% | +9.8% | 0.170% | |
4/8/2025 | Parallel Advisors LLC | 5,975 | $184K | 0.0% | +8.3% | 0.003% | |
4/7/2025 | First County Bank CT | 10,703 | $330K | 0.2% | N/A | 0.005% | |
4/7/2025 | AdvisorNet Financial Inc | 12,294 | $379K | 0.0% | -31.4% | 0.006% | |
4/4/2025 | Kings Path Partners LLC | 1,340 | $41K | 0.0% | -39.7% | 0.001% | |
4/3/2025 | Collective Family Office LLC | 68,201 | $2.10M | 0.6% | -5.6% | 0.032% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 112,135 | $3.26M | 0.0% | -2.8% | 0.053% | |
2/26/2025 | Sculati Wealth Management LLC | 248,475 | $7.22M | 2.8% | +2.6% | 0.124% | |
2/18/2025 | Western Wealth Management LLC | 10,411 | $302K | 0.1% | N/A | 0.005% | |
2/17/2025 | Waverly Advisors LLC | 83,014 | $2.41M | 0.0% | +3.9% | 0.041% | |
2/17/2025 | Windsor Advisory Group LLC | 2,747 | $80K | 0.1% | N/A | 0.001% | |
2/17/2025 | Vivaldi Capital Management LP | 62,303 | $1.83M | 0.3% | +10.8% | 0.031% | |
2/17/2025 | Quantinno Capital Management LP | 21,914 | $637K | 0.0% | +88.9% | 0.011% | |
2/17/2025 | Kaizen Financial Strategies | 45,563 | $1.32M | 0.7% | +3.1% | 0.023% | |
2/17/2025 | Focus Partners Wealth | 73,623 | $2.14M | 0.0% | +661.0% | 0.037% | |
2/17/2025 | Clark Capital Management Group Inc. | 68,019 | $1.98M | 0.0% | -3.4% | 0.034% | |
2/17/2025 | EP Wealth Advisors LLC | 69,092 | $2.01M | 0.0% | +122.9% | 0.034% | |
2/17/2025 | Colonial Trust Co SC | 1,215 | $35K | 0.0% | N/A | 0.001% | |
2/17/2025 | CoreCap Advisors LLC | 15,209 | $442K | 0.0% | +72.3% | 0.008% | |
2/17/2025 | Cresset Asset Management LLC | 9,832 | $286K | 0.0% | +45.0% | 0.005% | |
2/17/2025 | Cahill Financial Advisors Inc. | 46,132 | $1.34M | 0.2% | -1.4% | 0.023% | |
2/17/2025 | Captrust Financial Advisors | 11,182 | $325K | 0.0% | N/A | 0.006% | |
2/17/2025 | Baird Financial Group Inc. | 40,981 | $1.19M | 0.0% | N/A | 0.020% | |
2/17/2025 | Bank of America Corp DE | 1,921,045 | $55.81M | 0.0% | +0.6% | 0.959% | |
2/17/2025 | Accredited Wealth Management LLC | 1,145 | $33K | 0.0% | N/A | 0.001% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,336 | $997K | 0.0% | +14.5% | 0.017% | |
2/14/2025 | Davidson Kahn Capital Management LLC | 19,234 | $559K | 0.5% | N/A | 0.010% | |
2/14/2025 | Jane Street Group LLC | 490,861 | $14.26M | 0.0% | N/A | 0.245% | |
2/14/2025 | Waterford Advisors LLC | 270,625 | $7.86M | 4.0% | N/A | 0.135% | |
2/14/2025 | Comerica Bank | 28,614 | $831K | 0.0% | +206.4% | 0.014% | |
2/14/2025 | Lido Advisors LLC | 8,238 | $239K | 0.0% | +28.3% | 0.004% | |
2/14/2025 | Northern Trust Corp | 9,576 | $278K | 0.0% | N/A | 0.005% | |
2/14/2025 | Beacon Pointe Advisors LLC | 36,188 | $1.05M | 0.0% | -6.1% | 0.018% | |
2/14/2025 | Cheviot Value Management LLC | 116,108 | $3.37M | 0.6% | +6.9% | 0.058% | |
2/14/2025 | Seven Springs Wealth Group LLC | 313,745 | $9.11M | 3.4% | +3.3% | 0.157% | |
2/14/2025 | IHT Wealth Management LLC | 9,220 | $268K | 0.0% | -37.8% | 0.005% | |
2/14/2025 | Stifel Financial Corp | 53,631 | $1.56M | 0.0% | +6.1% | 0.027% | |
2/13/2025 | Mariner LLC | 77,555 | $2.25M | 0.0% | -2.4% | 0.039% | |
2/13/2025 | SageView Advisory Group LLC | 9,560 | $278K | 0.0% | -8.0% | 0.005% | |
2/13/2025 | Integrity Financial Corp WA | 2,681 | $78K | 0.0% | N/A | 0.001% | |
2/13/2025 | Kelman Lazarov Inc. | 570,000 | $16.56M | 3.0% | -2.2% | 0.285% | |
2/13/2025 | Bessemer Group Inc. | 1,202 | $35K | 0.0% | N/A | 0.001% | |
2/13/2025 | Raymond James Financial Inc. | 496,644 | $14.43M | 0.0% | N/A | 0.248% | |
2/13/2025 | Renaissance Technologies LLC | 76,561 | $2.22M | 0.0% | N/A | 0.038% | |
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2/13/2025 | Elgethun Capital Management | 349,671 | $10.16M | 2.5% | +9.6% | 0.175% | |
2/13/2025 | Bank of Montreal Can | 13,852 | $402K | 0.0% | +12.6% | 0.007% | |
2/13/2025 | Cerity Partners LLC | 37,108 | $1.08M | 0.0% | +25.4% | 0.019% | |
2/13/2025 | FMR LLC | 18,159,927 | $527.55M | 0.0% | +22.9% | 9.066% | |
2/13/2025 | Quadrant Capital Group LLC | 8,516 | $247K | 0.0% | +6.4% | 0.004% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,022,113 | $29.69M | 0.0% | -2.1% | 0.510% | |
2/13/2025 | Oarsman Capital Inc. | 10,241 | $298K | 0.1% | +6.9% | 0.005% | |
2/13/2025 | Wells Fargo & Company MN | 66,992 | $1.95M | 0.0% | -93.7% | 0.033% | |
2/12/2025 | Unison Advisors LLC | 1,362,426 | $39.58M | 4.7% | +0.7% | 0.680% | |
2/12/2025 | OLD Mission Capital LLC | 445,413 | $12.94M | 0.2% | N/A | 0.222% | |