7/8/2025 | First National Corp MA ADV | 724,705 | $17.71M | 3.6% | -0.1% | 0.032% | |
7/8/2025 | Elevation Wealth Partners LLC | 430,989 | $10.53M | 4.2% | +0.2% | 0.019% | |
7/8/2025 | Beacon Wealthcare LLC | 8,889 | $217K | 0.1% | N/A | 0.000% | |
7/8/2025 | Granite Bay Wealth Management LLC | 30,790 | $752K | 0.2% | -29.4% | 0.001% | |
7/8/2025 | Webster Bank N. A. | 12,690 | $310K | 0.0% | N/A | 0.001% | |
7/8/2025 | Paladin Wealth LLC | 15,613 | $382K | 0.3% | N/A | 0.001% | |
7/8/2025 | RMR Wealth Builders | 167,965 | $4.11M | 0.4% | +8.5% | 0.007% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 59,800 | $1.46M | 0.2% | +246.2% | 0.003% | |
7/8/2025 | Legacy Private Trust Co. | 358,776 | $8.77M | 0.6% | +22.8% | 0.016% | |
7/8/2025 | Gradient Investments LLC | 311,233 | $7.61M | 0.1% | +1,171.9% | 0.014% | |
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7/8/2025 | S.E.E.D. Planning Group LLC | 94,106 | $2.30M | 0.7% | -0.8% | 0.004% | |
7/8/2025 | GK Wealth Management LLC | 18,814 | $460K | 0.4% | +39.7% | 0.001% | |
7/8/2025 | Twele Capital Management Inc. | 42,321 | $1.03M | 0.2% | -4.0% | 0.002% | |
7/8/2025 | Parallel Advisors LLC | 251,925 | $6.16M | 0.1% | -2.6% | 0.011% | |
7/8/2025 | Lowe Wealth Advisors LLC | 4,373 | $107K | 0.0% | -18.8% | 0.000% | |
7/7/2025 | RF&L Wealth Management LLC | 19,886 | $486K | 0.3% | +14.1% | 0.001% | |
7/7/2025 | Investors Research Corp | 690,681 | $16.88M | 3.3% | +7.8% | 0.030% | |
7/7/2025 | Park Edge Advisors LLC | 39,715 | $971K | 0.2% | -10.7% | 0.002% | |
7/7/2025 | Veery Capital LLC | 54,210 | $1.33M | 0.5% | -1.0% | 0.002% | |
7/7/2025 | Vishria Bird Financial Group LLC | 42,369 | $1.04M | 0.3% | -2.2% | 0.002% | |
7/7/2025 | Modus Advisors LLC | 13,756 | $336K | 0.1% | -9.8% | 0.001% | |
7/7/2025 | Bangor Savings Bank | 2,581,836 | $63.10M | 5.6% | -19.7% | 0.113% | |
7/7/2025 | Salem Investment Counselors Inc. | 930,860 | $22.75M | 0.7% | +0.6% | 0.041% | |
7/7/2025 | Peterson Wealth Advisors LLC | 14,754 | $361K | 0.1% | +22.0% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 75,099 | $1.84M | 0.1% | -1.5% | 0.003% | |
7/3/2025 | Collective Family Office LLC | 10,660 | $261K | 0.1% | -32.2% | 0.000% | |
7/3/2025 | City Center Advisors LLC | 13,051 | $319K | 0.3% | -30.3% | 0.001% | |
6/17/2025 | Howe & Rusling Inc. | 41,400 | $914K | 0.1% | +30.3% | 0.002% | |
6/16/2025 | Lynx Investment Advisory | 46,882 | $1.04M | 0.7% | -2.8% | 0.002% | |
6/10/2025 | Birchbrook Inc. | 253,149 | $5.59M | 3.1% | +3.8% | 0.011% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 176,410 | $3.90M | 2.0% | +0.7% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 56,880 | $1.26M | 0.0% | N/A | 0.002% | |
5/28/2025 | GK Wealth Management LLC | 13,471 | $297K | 0.3% | N/A | 0.001% | |
5/28/2025 | Intrua Financial LLC | 10,239 | $226K | 0.0% | -7.5% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 768,327 | $16.97M | 1.3% | -2.5% | 0.033% | |
5/27/2025 | SWS Partners | 304,725 | $6.73M | 2.1% | -1.9% | 0.013% | |
5/22/2025 | Mattson Financial Services LLC | 12,359 | $273K | 0.1% | +3,222.3% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 69,108 | $1.53M | 0.9% | -0.7% | 0.003% | |
5/21/2025 | MBL Wealth LLC | 285,400 | $6.30M | 0.6% | -0.2% | 0.012% | |
5/21/2025 | McAdam LLC | 9,181,848 | $202.74M | 12.5% | -11.2% | 0.397% | |
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5/21/2025 | Geneos Wealth Management Inc. | 387,113 | $8.55M | 0.3% | +236.4% | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,345,303 | $29.70M | 6.0% | N/A | 0.058% | |
5/20/2025 | Belpointe Asset Management LLC | 1,384,775 | $30.58M | 1.6% | +10,083.7% | 0.060% | |
5/20/2025 | Focus Partners Wealth | 2,669,259 | $58.94M | 0.1% | +8.6% | 0.116% | |
5/20/2025 | Integrity Alliance LLC. | 77,495 | $1.71M | 0.1% | N/A | 0.003% | |
5/20/2025 | Anchor Investment Management LLC | 1,133,017 | $25.02M | 2.3% | +0.9% | 0.049% | |
5/20/2025 | Aspen Investment Management Inc | 75,841 | $1.68M | 0.8% | +2.4% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 49,287 | $1.09M | 0.0% | -11.1% | 0.002% | |
5/19/2025 | Advisory Alpha LLC | 10,237 | $226K | 0.0% | N/A | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 122,314 | $2.70M | 1.3% | -37.8% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 464,556 | $10.26M | 0.1% | N/A | 0.020% | |
5/16/2025 | Ascent Group LLC | 28,911 | $638K | 0.0% | +1.7% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 74,561 | $1.63M | 0.1% | +255.8% | 0.003% | |
5/16/2025 | Bell Investment Advisors Inc | 999,350 | $22.07M | 4.1% | +2.0% | 0.043% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 238,674 | $5.27M | 0.1% | -1.9% | 0.010% | |
5/16/2025 | Hamilton Capital LLC | 68,460 | $1.51M | 0.1% | -1.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 18,127 | $400K | 0.1% | -72.6% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 1,433,292 | $31.65M | 1.2% | -0.9% | 0.062% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,050,818 | $23.20M | 0.0% | -23.9% | 0.046% | |
5/16/2025 | Cape Investment Advisory Inc. | 25,630 | $566K | 0.2% | -10.0% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 725,795 | $16.44M | 0.0% | -27.5% | 0.031% | |
5/16/2025 | U S Wealth Group LLC. | 221,739 | $4.90M | 3.9% | -1.9% | 0.010% | |
5/16/2025 | Pinnacle Family Advisors LLC | 80,260 | $1.77M | 1.0% | +6.7% | 0.003% | |
5/16/2025 | Plancorp LLC | 132,809 | $2.93M | 0.1% | +16.2% | 0.006% | |
5/16/2025 | Plotkin Financial Advisors LLC | 78,452 | $1.73M | 1.1% | +13.2% | 0.003% | |
5/16/2025 | National Wealth Management Group LLC | 22,046 | $487K | 0.3% | +23.2% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 469,346 | $10.36M | 0.1% | -3.6% | 0.020% | |
5/16/2025 | Integrated Wealth Concepts LLC | 3,011,806 | $66.50M | 0.8% | -1.7% | 0.130% | |
5/16/2025 | Greenline Partners LLC | 24,608 | $543K | 0.1% | +334.5% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 3,838,149 | $84.75M | 2.1% | +0.2% | 0.166% | |
5/16/2025 | AQR Capital Management LLC | 818,854 | $18.08M | 0.0% | +12.0% | 0.035% | |
5/16/2025 | AlTi Global Inc. | 75,888 | $1.68M | 0.0% | -2.6% | 0.003% | |
5/16/2025 | AlphaQ Advisors LLC | 21,954 | $485K | 1.2% | -2.7% | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 851,606 | $18.80M | 0.4% | -0.4% | 0.037% | |
5/15/2025 | EP Wealth Advisors LLC | 292,036 | $6.45M | 0.1% | +0.4% | 0.013% | |
5/15/2025 | GW Henssler & Associates Ltd. | 122,437 | $2.70M | 0.2% | +192.5% | 0.005% | |
5/15/2025 | Capital Investment Counsel LLC | 15,849 | $350K | 0.1% | -16.2% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 34,085 | $753K | 0.0% | -4.0% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 407,230 | $8.99M | 0.2% | +6.9% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 1,620,400 | $35.78M | 0.0% | +5.4% | 0.070% | |
5/15/2025 | Betterment LLC | 13,225,086 | $292.01M | 0.7% | +119.6% | 0.573% | |
5/15/2025 | MAI Capital Management | 1,310,049 | $28.93M | 0.2% | -0.4% | 0.057% | |
5/15/2025 | Calton & Associates Inc. | 215,453 | $4.76M | 1.1% | N/A | 0.009% | |
5/15/2025 | Connecticut Wealth Management LLC | 17,659 | $390K | 0.0% | N/A | 0.001% | |
5/15/2025 | Certior Financial Group LLC | 15,518 | $343K | 0.3% | -20.1% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 28,031 | $619K | 0.0% | -22.7% | 0.001% | |
5/15/2025 | Activest Wealth Management | 65,658 | $1.45M | 0.4% | N/A | 0.003% | |
5/15/2025 | Vident Advisory LLC | 18,188 | $402K | 0.0% | +4.2% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 49,354 | $1.09M | 0.0% | +21.6% | 0.002% | |
5/15/2025 | WPG Advisers LLC | 17,829 | $394K | 0.4% | N/A | 0.001% | |
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5/15/2025 | Tortoise Investment Management LLC | 722,818 | $15.96M | 1.7% | +12.9% | 0.031% | |
5/15/2025 | Trexquant Investment LP | 13,412 | $296K | 0.0% | N/A | 0.001% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 40,373 | $891K | 0.0% | +29.3% | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 27,676 | $611K | 0.1% | +4.0% | 0.001% | |
5/14/2025 | Transamerica Financial Advisors LLC | 839,437 | $18.54M | 1.9% | +3.0% | 0.036% | |
5/14/2025 | Delta Investment Management LLC | 10,834 | $239K | 0.0% | +7.4% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 25,129 | $555K | 0.0% | +14.7% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 227,234 | $5.02M | 0.0% | +29.5% | 0.010% | |
5/14/2025 | Per Stirling Capital Management LLC. | 81,058 | $1.79M | 0.3% | +5.6% | 0.004% | |
5/14/2025 | Orion Capital Management LLC | 1,214 | $27K | 0.0% | N/A | 0.000% | |