11/18/2024 | Asset Allocation Strategies LLC | 24,798 | $800K | 0.2% | N/A | 0.012% | |
11/15/2024 | Abel Hall LLC | 15,478 | $499K | 0.3% | -6.7% | 0.008% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 24,763 | $799K | 0.0% | N/A | 0.012% | |
11/15/2024 | Orion Portfolio Solutions LLC | 162,560 | $5.25M | 0.1% | -4.7% | 0.081% | |
11/15/2024 | National Bank of Canada FI | 1,028,604 | $33.19M | 0.0% | +3.4% | 0.514% | |
11/15/2024 | EP Wealth Advisors LLC | 30,990 | $1M | 0.0% | +62.5% | 0.015% | |
|
11/15/2024 | Stifel Financial Corp | 50,547 | $1.63M | 0.0% | +3.8% | 0.025% | |
11/15/2024 | Quantinno Capital Management LP | 11,602 | $374K | 0.0% | N/A | 0.006% | |
11/15/2024 | IHT Wealth Management LLC | 14,825 | $480K | 0.0% | +55.2% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 86,124 | $2.76M | 0.0% | +37.0% | 0.043% | |
11/15/2024 | Cheviot Value Management LLC | 108,563 | $3.50M | 0.7% | -13.1% | 0.054% | |
11/14/2024 | Bell Investment Advisors Inc | 216,056 | $6.97M | 1.3% | -0.2% | 0.108% | |
11/13/2024 | BNP Paribas Financial Markets | 5,084 | $164K | 0.0% | N/A | 0.003% | |
11/13/2024 | FMR LLC | 14,779,058 | $476.92M | 0.0% | +14.1% | 7.378% | |
11/12/2024 | Von Berge Wealth Management Group LLC | 19,033 | $602K | 0.3% | +13.6% | 0.010% | |
11/12/2024 | Larson Financial Group LLC | 8,658 | $279K | 0.0% | -33.4% | 0.004% | |
11/12/2024 | Cerity Partners LLC | 29,598 | $955K | 0.0% | -31.6% | 0.015% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 123,882,095 | $4.00B | 0.8% | -0.6% | 61.848% | |
11/7/2024 | Caprock Group LLC | 14,856 | $479K | 0.0% | N/A | 0.007% | |
11/7/2024 | MAI Capital Management | 106,133 | $3.43M | 0.0% | +0.4% | 0.053% | |
11/6/2024 | Cutler Investment Counsel LLC | 28,809 | $930K | 0.1% | -2.7% | 0.014% | |
11/6/2024 | Vishria Bird Financial Group LLC | 18,955 | $612K | 0.2% | N/A | 0.009% | |
11/6/2024 | OneDigital Investment Advisors LLC | 7,464 | $241K | 0.0% | -13.4% | 0.004% | |
11/6/2024 | Intelligence Driven Advisers LLC | 6,203 | $200K | 0.0% | N/A | 0.003% | |
11/6/2024 | Main Street Financial Solutions LLC | 29,859 | $964K | 0.1% | -31.7% | 0.015% | |
11/5/2024 | Empower Advisory Group LLC | 6,484 | $209K | 0.0% | -23.3% | 0.003% | |
11/5/2024 | Aptus Capital Advisors LLC | 4,448 | $144K | 0.0% | -11.8% | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 6,506 | $210K | 0.0% | N/A | 0.003% | |
11/5/2024 | Systelligence LLC | 215,660 | $6.96M | 1.7% | +230.7% | 0.108% | |
11/5/2024 | Apollon Wealth Management LLC | 119,668 | $3.86M | 0.1% | +5.9% | 0.060% | |
11/1/2024 | Cowa LLC | 131,684 | $4.25M | 2.0% | +67.8% | 0.066% | |
11/1/2024 | Leavell Investment Management Inc. | 53,354 | $1.72M | 0.1% | +17.7% | 0.027% | |
10/31/2024 | Concurrent Investment Advisors LLC | 124,327 | $4.01M | 0.1% | +2.3% | 0.062% | |
10/30/2024 | Foster & Motley Inc. | 1,326,394 | $42.80M | 2.7% | -1.0% | 0.662% | |
10/30/2024 | Austin Private Wealth LLC | 34,189 | $1.10M | 0.1% | -1.5% | 0.017% | |
10/29/2024 | Angeles Wealth Management LLC | 2,800 | $90K | 0.0% | N/A | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 63,599 | $2.05M | 0.0% | -14.5% | 0.032% | |
10/29/2024 | REDW Wealth LLC | 12,800 | $413K | 0.1% | -5.2% | 0.006% | |
10/29/2024 | Farther Finance Advisors LLC | 11,306 | $365K | 0.0% | +73.2% | 0.006% | |
10/28/2024 | Wade Financial Advisory Inc | 44,758 | $1.44M | 0.5% | -1.4% | 0.022% | |
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10/28/2024 | Focus Financial Network Inc. | 22,967 | $741K | 0.0% | -6.1% | 0.011% | |
10/28/2024 | Principal Securities Inc. | 333,500 | $10.76M | 0.3% | +9.5% | 0.167% | |
10/28/2024 | Wealth Forward LLC | 184,823 | $5.96M | 4.2% | +18.3% | 0.092% | |
10/28/2024 | US Bancorp DE | 6,950 | $224K | 0.0% | +150.2% | 0.003% | |
10/28/2024 | Goldstone Financial Group LLC | 46,747 | $1.51M | 0.3% | N/A | 0.023% | |
10/25/2024 | Your Advocates Ltd. LLP | 229,557 | $7.41M | 2.9% | -0.2% | 0.115% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 44,206 | $1.43M | 0.1% | +165.5% | 0.022% | |
10/24/2024 | Custom Index Systems LLC | 67,704 | $2.19M | 1.2% | +17.8% | 0.034% | |
10/24/2024 | Ackerman Capital Advisors LLC | 46,281 | $1.49M | 0.4% | -8.9% | 0.023% | |
10/24/2024 | MCF Advisors LLC | 1,206 | $39K | 0.0% | -37.4% | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 115,361 | $3.72M | 0.0% | +8.0% | 0.058% | |
10/23/2024 | Allworth Financial LP | 10,715 | $346K | 0.0% | +24.4% | 0.005% | |
10/23/2024 | Silver Oak Securities Incorporated | 62,803 | $2.05M | 0.2% | +62.6% | 0.031% | |
10/23/2024 | Bogart Wealth LLC | 1,850,004 | $59.70M | 2.8% | +93.0% | 0.924% | |
10/23/2024 | Northland Capital Management LLC | 81,541 | $2.63M | 1.5% | +2.2% | 0.041% | |
10/22/2024 | McAdam LLC | 302,332 | $9.76M | 0.5% | -27.7% | 0.151% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 20,831 | $672K | 0.1% | -2.1% | 0.010% | |
10/22/2024 | Sebold Capital Management Inc. | 253,623 | $8.18M | 5.4% | +1.3% | 0.127% | |
10/22/2024 | Signaturefd LLC | 4,904 | $158K | 0.0% | +24.6% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,996 | $452K | 0.0% | +64.3% | 0.007% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 3,258 | $105K | 0.0% | -31.7% | 0.002% | |
10/21/2024 | Whittier Trust Co. | 877 | $28K | 0.0% | N/A | 0.000% | |
10/19/2024 | Essex LLC | 148,750 | $4.80M | 1.0% | +2.7% | 0.074% | |
10/18/2024 | Resonant Capital Advisors LLC | 445,950 | $14.39M | 1.1% | +1.4% | 0.223% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 26,239 | $847K | 0.4% | +164.4% | 0.013% | |
10/18/2024 | Raymond James & Associates | 430,247 | $13.88M | 0.0% | -0.9% | 0.215% | |
10/17/2024 | Aspiriant LLC | 708,816 | $22.87M | 0.9% | -2.4% | 0.354% | |
10/17/2024 | Sax Wealth Advisors LLC | 27,321 | $882K | 0.1% | +237.5% | 0.014% | |
10/17/2024 | AlphaMark Advisors LLC | 274,345 | $8.85M | 3.1% | -7.0% | 0.137% | |
10/16/2024 | Hengehold Capital Management LLC | 44,411 | $1.43M | 0.1% | -1.7% | 0.022% | |
10/16/2024 | Clearview Wealth Advisors LLC | 11,907 | $384K | 0.3% | +10.2% | 0.006% | |
10/16/2024 | Asset Dedication LLC | 261,066 | $8.43M | 0.6% | -1.8% | 0.130% | |
10/15/2024 | Cabot Wealth Management Inc. | 357,800 | $11.55M | 1.4% | +1.9% | 0.179% | |
10/11/2024 | Creative Planning | 125,090 | $4.04M | 0.0% | +11.0% | 0.062% | |
10/10/2024 | CVA Family Office LLC | 244,333 | $7.89M | 1.3% | -13.3% | 0.122% | |
10/10/2024 | Johnson Bixby & Associates LLC | 323,779 | $10.45M | 1.6% | +20.9% | 0.162% | |
10/10/2024 | MorganRosel Wealth Management LLC | 14,914 | $481K | 0.2% | +3.4% | 0.007% | |
10/10/2024 | Gibson Capital LLC | 25,139 | $811K | 0.2% | +7.0% | 0.013% | |
10/9/2024 | Charles Schwab Trust Co | 331,356 | $10.69M | 0.9% | +2.8% | 0.165% | |
10/9/2024 | Moller Wealth Partners | 333,262 | $10.75M | 2.7% | +0.1% | 0.166% | |
10/9/2024 | Unison Advisors LLC | 1,352,343 | $43.64M | 5.2% | -5.1% | 0.675% | |
10/9/2024 | Wedmont Private Capital | 9,755 | $331K | 0.0% | -22.1% | 0.005% | |
10/8/2024 | CWM LLC | 14,024 | $453K | 0.0% | -16.5% | 0.007% | |
10/8/2024 | First National Corp MA ADV | 40,310 | $1.30M | 0.3% | +2.5% | 0.020% | |
10/8/2024 | Future Financial Wealth Managment LLC | 800 | $26K | 0.0% | N/A | 0.000% | |
10/8/2024 | Financial Synergies Wealth Advisors Inc. | 9,506 | $307K | 0.0% | N/A | 0.005% | |
10/8/2024 | Bangor Savings Bank | 17,533 | $566K | 0.1% | -5.1% | 0.009% | |
10/5/2024 | Collective Family Office LLC | 74,511 | $2.40M | 0.7% | +1.3% | 0.037% | |
10/3/2024 | Park Avenue Securities LLC | 9,399 | $303K | 0.0% | +14.5% | 0.005% | |
10/3/2024 | Alpha Omega Wealth Management LLC | 107,473 | $3.47M | 0.6% | +1.3% | 0.054% | |
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10/1/2024 | Appleton Partners Inc. MA | 6,451 | $208K | 0.0% | N/A | 0.003% | |
9/18/2024 | Sensible Money LLC | 89,930 | $2.66M | 1.3% | -1.5% | 0.045% | |
8/30/2024 | Creekside Partners | 20,676 | $611K | 0.3% | N/A | 0.010% | |
8/22/2024 | Cetera Investment Advisers | 79,525 | $2.35M | 0.0% | +28.8% | 0.040% | |
8/19/2024 | EP Wealth Advisors LLC | 19,071 | $564K | 0.0% | -9.8% | 0.010% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 197,889 | $5.85M | 0.0% | +8.5% | 0.099% | |
8/16/2024 | Silver Lake Advisory LLC | 23,052 | $682K | 0.1% | N/A | 0.012% | |
8/16/2024 | Creative Planning | 112,687 | $3.33M | 0.0% | -2.8% | 0.056% | |
8/16/2024 | Kathmere Capital Management LLC | 327,253 | $9.68M | 1.0% | +6.5% | 0.163% | |
8/15/2024 | Elgethun Capital Management | 305,494 | $9.03M | 2.3% | +13.7% | 0.153% | |