1/21/2025 | Johnson Bixby & Associates LLC | 49,144 | $1.31M | 0.2% | -16.2% | 0.015% | |
1/21/2025 | Brighton Jones LLC | 45,387 | $1.21M | 0.0% | +32.7% | 0.013% | |
1/21/2025 | Hengehold Capital Management LLC | 90,757 | $2.42M | 0.2% | -1.6% | 0.027% | |
1/17/2025 | Arkansas Financial Group Inc. | 225,053 | $5.99M | 1.0% | -3.1% | 0.067% | |
1/17/2025 | Avior Wealth Management LLC | 69,555 | $1.85M | 0.1% | -11.0% | 0.021% | |
1/17/2025 | Mutual Advisors LLC | 77,030 | $2.03M | 0.1% | -3.0% | 0.023% | |
1/17/2025 | Advisory Alpha LLC | 7,953 | $212K | 0.0% | -8.9% | 0.002% | |
1/17/2025 | Sterling Investment Management LLC | 9,645 | $257K | 0.2% | -50.4% | 0.003% | |
1/17/2025 | Dakota Wealth Management | 51,545 | $1.37M | 0.0% | -2.9% | 0.015% | |
1/17/2025 | Simon Quick Advisors LLC | 12,607 | $336K | 0.0% | +49.0% | 0.004% | |
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1/17/2025 | MCF Advisors LLC | 23,026 | $613K | 0.0% | +1.8% | 0.007% | |
1/17/2025 | Bourgeon Capital Management LLC | 22,245 | $592K | 0.1% | +2.7% | 0.007% | |
1/17/2025 | Roberts Wealth Advisors LLC | 73,319 | $1.93M | 0.6% | -0.8% | 0.022% | |
1/17/2025 | ACT Wealth Management LLC | 17,227 | $459K | 0.2% | -3.3% | 0.005% | |
1/17/2025 | Planned Solutions Inc. | 11,154 | $297K | 0.1% | +6.1% | 0.003% | |
1/17/2025 | Atomi Financial Group Inc. | 10,092 | $269K | 0.0% | -49.5% | 0.003% | |
1/17/2025 | Great Waters Wealth Management | 9,442 | $251K | 0.0% | +5.2% | 0.003% | |
1/17/2025 | Courage Miller Partners LLC | 218,733 | $5.83M | 2.0% | -0.5% | 0.065% | |
1/16/2025 | Charles Schwab Trust Co | 557,903 | $14.86M | 1.3% | +6.2% | 0.166% | |
1/16/2025 | Kiley Juergens Wealth Management LLC | 38,468 | $1.02M | 0.3% | +4.5% | 0.011% | |
1/16/2025 | Chesapeake Wealth Management | 71,291 | $1.90M | 0.7% | +1.2% | 0.021% | |
1/16/2025 | Ballentine Partners LLC | 715,382 | $19.05M | 0.3% | -2.8% | 0.213% | |
1/16/2025 | Koshinski Asset Management Inc. | 30,370 | $809K | 0.0% | +3.7% | 0.009% | |
1/16/2025 | Breakwater Investment Management | 77,935 | $2.08M | 0.9% | -4.8% | 0.023% | |
1/16/2025 | Gemmer Asset Management LLC | 224,897 | $5.99M | 0.6% | +7.6% | 0.067% | |
1/16/2025 | AMI Investment Management Inc. | 60,332 | $1.61M | 0.5% | -4.4% | 0.018% | |
1/16/2025 | BlueSky Wealth Advisors LLC | 1,122,528 | $29.89M | 4.7% | -0.7% | 0.333% | |
1/16/2025 | Oldfather Financial Services LLC | 13,198 | $351K | 0.1% | +7.3% | 0.004% | |
1/16/2025 | Wooster Corthell Wealth Management Inc. | 459,415 | $12.23M | 2.7% | +1.0% | 0.136% | |
1/16/2025 | Ironwood Financial llc | 11,281 | $300K | 0.1% | -5.2% | 0.003% | |
1/16/2025 | Pine Haven Investment Counsel Inc | 8,922 | $238K | 0.2% | +7.9% | 0.003% | |
1/16/2025 | Arbor Trust Wealth Advisors LLC | 14,868 | $396K | 0.2% | -6.4% | 0.004% | |
1/15/2025 | Joule Financial LLC | 156,168 | $4.16M | 1.5% | +2.8% | 0.046% | |
1/15/2025 | Riversedge Advisors LLC | 11,221 | $299K | 0.1% | -4.0% | 0.003% | |
1/15/2025 | Orgel Wealth Management LLC | 1,789,869 | $47.66M | 1.2% | +4.9% | 0.532% | |
1/15/2025 | Krilogy Financial LLC | 1,310,191 | $34.89M | 2.3% | +1.6% | 0.389% | |
1/15/2025 | Ameritas Advisory Services LLC | 14,860 | $396K | 0.0% | +59.8% | 0.004% | |
1/15/2025 | HB Wealth Management LLC | 34,059 | $907K | 0.0% | -15.8% | 0.010% | |
1/15/2025 | Gill Capital Partners LLC | 11,736 | $313K | 0.1% | +28.6% | 0.003% | |
1/15/2025 | Stonekeep Investments LLC | 91,036 | $2.42M | 1.8% | -5.3% | 0.027% | |
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1/15/2025 | Howard Financial Services LTD. | 90,558 | $2.41M | 0.3% | +2.5% | 0.027% | |
1/15/2025 | Brand Asset Management Group Inc. | 302,885 | $8.07M | 3.3% | +1.0% | 0.090% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 12,867 | $343K | 0.0% | N/A | 0.004% | |
1/15/2025 | Procyon Advisors LLC | 16,738 | $446K | 0.0% | +7.4% | 0.005% | |
1/15/2025 | Goldstone Financial Group LLC | 23,463 | $625K | 0.1% | +156.5% | 0.007% | |
1/15/2025 | Decker Retirement Planning Inc. | 1,094 | $29K | 0.0% | N/A | 0.000% | |
1/15/2025 | Omega Financial Group LLC | 108,687 | $2.89M | 1.1% | -2.1% | 0.032% | |
1/15/2025 | Guardian Financial Partners LLC | 195,756 | $5.21M | 3.1% | +4.0% | 0.058% | |
1/14/2025 | SignalPoint Asset Management LLC | 16,585 | $442K | 0.1% | -9.8% | 0.005% | |
1/14/2025 | Rovin Capital UT ADV | 38,134 | $1.02M | 0.4% | +50.9% | 0.011% | |
1/14/2025 | Carolina Wealth Advisors LLC | 36,535 | $973K | 0.5% | -8.7% | 0.011% | |
1/14/2025 | Twele Capital Management Inc. | 9,732 | $259K | 0.1% | +9.6% | 0.003% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 63,178 | $1.68M | 0.0% | -1.4% | 0.019% | |
1/14/2025 | Richard P Slaughter Associates Inc | 11,587 | $309K | 0.1% | -6.0% | 0.003% | |
1/14/2025 | Park Avenue Securities LLC | 13,927 | $371K | 0.0% | +33.7% | 0.004% | |
1/14/2025 | Kathmere Capital Management LLC | 99,103 | $2.64M | 0.2% | -1.3% | 0.029% | |
1/14/2025 | SeaCrest Wealth Management LLC | 40,047 | $1.07M | 0.1% | -1.3% | 0.012% | |
1/14/2025 | Accurate Wealth Management LLC | 69,089 | $1.79M | 0.3% | +35.1% | 0.021% | |
1/14/2025 | Ignite Planners LLC | 37,350 | $999K | 0.2% | +4.3% | 0.011% | |
1/14/2025 | Myecfo LLC | 114,844 | $3.06M | 1.7% | -0.7% | 0.034% | |
1/14/2025 | Rosenberg Matthew Hamilton | 19,594 | $522K | 0.1% | -9.2% | 0.006% | |
1/13/2025 | Gleason Group Inc. | 111,039 | $2.96M | 0.5% | +4.2% | 0.033% | |
1/13/2025 | Christensen King & Associates Investment Services Inc. | 135,004 | $3.66M | 1.7% | +1.8% | 0.040% | |
1/13/2025 | BCS Wealth Management | 40,397 | $1.08M | 0.3% | N/A | 0.012% | |
1/13/2025 | Sightline Wealth Advisors LLC | 137,807 | $3.67M | 2.0% | -2.7% | 0.041% | |
1/13/2025 | Abound Wealth Management | 19,016 | $506K | 0.2% | -5.3% | 0.006% | |
1/13/2025 | Kades & Cheifetz LLC | 39,353 | $1.05M | 0.5% | +2.3% | 0.012% | |
1/13/2025 | Wedmont Private Capital | 270,302 | $7.01M | 0.4% | +1.0% | 0.080% | |
1/13/2025 | Fragasso Financial Advisors Inc | 42,477 | $1.13M | 0.1% | +1.9% | 0.013% | |
1/10/2025 | Heartwood Wealth Advisors LLC | 1,514,620 | $40.33M | 4.5% | +0.9% | 0.450% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 2,375,552 | $69.32M | 0.1% | +2.6% | 0.706% | |
1/10/2025 | Marotta Asset Management | 190,069 | $5.05M | 1.1% | -8.1% | 0.056% | |
1/6/2025 | Boltwood Capital Management | 238,329 | $6.35M | 1.9% | -1.0% | 0.071% | |
1/3/2025 | Modus Advisors LLC | 16,971 | $452K | 0.1% | -3.1% | 0.005% | |
1/3/2025 | Versant Capital Management Inc | 5,712 | $152K | 0.0% | -7.4% | 0.002% | |
12/26/2024 | JPMorgan Chase & Co. | 526,876 | $15.37M | 0.0% | +321.7% | 0.157% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 7,270 | $215K | 0.0% | N/A | 0.002% | |
12/3/2024 | Garde Capital Inc. | 340,834 | $9.95M | 0.7% | -8.7% | 0.101% | |
12/3/2024 | Denver PWM LLC | 128,023 | $3.74M | 1.4% | +1.5% | 0.038% | |
11/26/2024 | Peapack Gladstone Financial Corp | 53,519 | $1.56M | 0.0% | -4.7% | 0.016% | |
11/25/2024 | Tidal Investments LLC | 362,318 | $10.57M | 0.1% | N/A | 0.108% | |
11/25/2024 | Destination Wealth Management | 116,178 | $3.39M | 0.1% | -2.9% | 0.035% | |
11/25/2024 | World Investment Advisors LLC | 45,345 | $1.32M | 0.0% | +8.9% | 0.013% | |
11/25/2024 | Sanctuary Advisors LLC | 679,738 | $18.76M | 0.1% | +130.6% | 0.202% | |
11/21/2024 | Anchor Investment Management LLC | 73,938 | $2.16M | 0.2% | -4.9% | 0.022% | |
11/19/2024 | Invst LLC | 464,527 | $13.56M | 1.6% | -13.0% | 0.138% | |
11/18/2024 | Soltis Investment Advisors LLC | 59,049 | $1.72M | 0.2% | -38.6% | 0.018% | |
11/18/2024 | Arete Wealth Advisors LLC | 18,985 | $554K | 0.0% | -64.5% | 0.006% | |
11/18/2024 | Asset Allocation Strategies LLC | 43,342 | $1.27M | 0.4% | N/A | 0.013% | |
11/18/2024 | Sunbelt Securities Inc. | 111,266 | $3.25M | 0.3% | +0.7% | 0.033% | |
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11/18/2024 | Continental Investors Services Inc. | 9,753 | $287K | 0.6% | +9.4% | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 17,335 | $506K | 0.0% | N/A | 0.005% | |
11/18/2024 | JDM Financial Group LLC | 2,258 | $66K | 0.0% | -20.3% | 0.001% | |
11/15/2024 | Hamilton Capital LLC | 55,023 | $1.56M | 0.1% | +19.6% | 0.016% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 100,708 | $2.94M | 0.2% | N/A | 0.030% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 5,605 | $164K | 0.1% | +51.1% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 138,430 | $4.04M | 0.0% | -24.6% | 0.041% | |
11/15/2024 | Laraway Financial Advisors Inc | 17,695 | $516K | 0.4% | -4.1% | 0.005% | |
11/15/2024 | Orion Portfolio Solutions LLC | 18,163 | $530K | 0.0% | +20.7% | 0.005% | |
11/15/2024 | Zacks Investment Management | 269,500 | $7.86M | 0.1% | +16.5% | 0.080% | |