8/8/2025 | Cetera Investment Advisers | 126,654 | $2.42M | 0.0% | +6.3% | 0.139% | |
8/8/2025 | Foundations Investment Advisors LLC | 60,993 | $1.17M | 0.0% | -15.4% | 0.067% | |
8/8/2025 | Hibernia Wealth Partners LLC | 175,092 | $3.35M | 1.1% | +93.6% | 0.193% | |
8/8/2025 | PNC Financial Services Group Inc. | 10,357 | $198K | 0.0% | +62.9% | 0.011% | |
8/7/2025 | Allworth Financial LP | 5,286 | $101K | 0.0% | -28.5% | 0.006% | |
8/7/2025 | Efficient Advisors LLC | 210,632 | $4.03M | 0.2% | -11.4% | 0.232% | |
8/7/2025 | Brio Consultants LLC | 864,922 | $16.56M | 2.4% | +3.5% | 0.952% | |
8/5/2025 | Landmark Wealth Management Inc. | 50,504 | $967K | 0.4% | +13.0% | 0.056% | |
8/4/2025 | Integrity Alliance LLC. | 93,772 | $1.80M | 0.1% | N/A | 0.103% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 17,747 | $340K | 0.0% | +69.1% | 0.020% | |
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8/4/2025 | Assetmark Inc. | 330,620 | $6.33M | 0.0% | -0.8% | 0.364% | |
8/1/2025 | Austin Private Wealth LLC | 188,963 | $3.62M | 0.3% | +70.1% | 0.208% | |
8/1/2025 | Envestnet Asset Management Inc. | 693,995 | $13.28M | 0.0% | +3.7% | 0.763% | |
7/29/2025 | Elevation Capital Advisory LLC | 378,409 | $7.24M | 2.9% | +21.9% | 0.416% | |
7/29/2025 | Balboa Wealth Partners | 18,503 | $354K | 0.1% | +4.8% | 0.020% | |
7/29/2025 | Stratos Wealth Partners LTD. | 132,833 | $2.54M | 0.0% | -82.5% | 0.146% | |
7/28/2025 | Mutual Advisors LLC | 142,126 | $2.72M | 0.1% | +84.7% | 0.156% | |
7/28/2025 | Harbour Investments Inc. | 24,886 | $476K | 0.0% | +12.9% | 0.027% | |
7/28/2025 | RFG Advisory LLC | 23,101 | $442K | 0.0% | +4.8% | 0.025% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 637,279 | $12.20M | 0.0% | +7.3% | 0.701% | |
7/25/2025 | McNamara Financial Services Inc. | 64,444 | $1.23M | 0.2% | +0.8% | 0.071% | |
7/25/2025 | Richardson Financial Services Inc. | 9,074 | $173K | 0.1% | -16.2% | 0.010% | |
7/24/2025 | Comprehensive Money Management Services LLC | 32,987 | $631K | 0.5% | -8.2% | 0.036% | |
7/23/2025 | Valmark Advisers Inc. | 23,870 | $457K | 0.0% | -11.5% | 0.026% | |
7/23/2025 | Detalus Advisors LLC | 17,912 | $343K | 0.1% | N/A | 0.020% | |
7/22/2025 | Simplicity Wealth LLC | 68,046 | $1.30M | 0.1% | +209.5% | 0.075% | |
7/18/2025 | Lynx Investment Advisory | 47,728 | $914K | 0.6% | +4.8% | 0.052% | |
7/18/2025 | Truist Financial Corp | 51,969 | $995K | 0.0% | +4.8% | 0.057% | |
7/18/2025 | Lockerman Financial Group Inc. | 16,999 | $325K | 0.4% | +8.5% | 0.019% | |
7/17/2025 | Raleigh Capital Management Inc. | 103,433 | $1.98M | 0.8% | +7.0% | 0.114% | |
7/17/2025 | PMG Wealth Management Inc. | 13,227 | $252K | 0.2% | -29.6% | 0.015% | |
7/16/2025 | ST Germain D J Co. Inc. | 1,230,322 | $23.55M | 1.0% | +6.2% | 1.351% | |
7/15/2025 | Revisor Wealth Management LLC | 18,887 | $360K | 0.1% | -12.7% | 0.021% | |
7/15/2025 | Optima Capital LLC | 67,240 | $1.29M | 0.7% | +34.5% | 0.074% | |
7/14/2025 | Iams Wealth Management LLC | 10,450 | $200K | 0.1% | N/A | 0.011% | |
7/14/2025 | Park Avenue Securities LLC | 122,594 | $2.35M | 0.0% | -4.1% | 0.134% | |
7/11/2025 | Farther Finance Advisors LLC | 60,409 | $1.16M | 0.0% | -8.8% | 0.066% | |
7/10/2025 | Security National Bank | 600,823 | $11.50M | 2.0% | -4.6% | 0.659% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,592 | $240K | 0.0% | -17.4% | 0.014% | |
7/10/2025 | Sharkey Howes & Javer | 77,539 | $1.48M | 0.2% | -9.4% | 0.085% | |
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7/10/2025 | Signal Advisors Wealth LLC | 31,169 | $597K | 0.0% | -41.8% | 0.034% | |
7/10/2025 | Sovran Advisors LLC | 200,289 | $3.81M | 0.4% | -3.9% | 0.220% | |
7/9/2025 | Capital Wealth Management LLC | 43,360 | $830K | 0.3% | -8.5% | 0.048% | |
7/9/2025 | Pallas Capital Advisors LLC | 20,026 | $383K | 0.0% | -14.5% | 0.022% | |
7/9/2025 | Fermata Advisors LLC | 47,164 | $903K | 0.2% | -86.2% | 0.052% | |
7/9/2025 | Breakwater Capital Group | 27,242 | $521K | 0.1% | +80.9% | 0.030% | |
7/9/2025 | Alesco Advisors LLC | 318,981 | $6.11M | 0.2% | -1.1% | 0.350% | |
6/27/2025 | Goldman Sachs Group Inc. | 731,682 | $14.04M | 0.0% | +17.7% | 0.839% | |
6/16/2025 | Lynx Investment Advisory | 45,553 | $874K | 0.6% | +11.3% | 0.053% | |
6/13/2025 | Optima Capital LLC | 49,990 | $959K | 0.6% | N/A | 0.058% | |
5/16/2025 | NewEdge Advisors LLC | 151,245 | $2.90M | 0.0% | +13.4% | 0.174% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 225,218 | $4.32M | 0.6% | +5.1% | 0.259% | |
5/8/2025 | FSB Premier Wealth Management Inc. | 17,434 | $335K | 0.1% | -13.3% | 0.020% | |
5/6/2025 | Richardson Financial Services Inc. | 10,828 | $208K | 0.2% | -5.5% | 0.013% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 10,495 | $201K | 0.0% | +927.9% | 0.012% | |
4/23/2025 | Golden State Wealth Management LLC | 3,552 | $68K | 0.0% | +100.1% | 0.004% | |
4/14/2025 | Farther Finance Advisors LLC | 66,265 | $1.27M | 0.0% | -15.1% | 0.077% | |
4/9/2025 | ST Germain D J Co. Inc. | 1,158,911 | $22.24M | 1.0% | +12.9% | 1.341% | |
2/27/2025 | Pinnacle Wealth Planning Services Inc. | 214,283 | $3.96M | 0.6% | +2.6% | 0.292% | |
2/18/2025 | Continuum Advisory LLC | 284,131 | $5.25M | 0.7% | -0.9% | 0.385% | |
2/11/2025 | Lynx Investment Advisory | 40,946 | $757K | 0.5% | +21.4% | 0.055% | |
2/10/2025 | Tidemark LLC | 4,018 | $74K | 0.0% | -90.1% | 0.005% | |
2/10/2025 | Farther Finance Advisors LLC | 78,024 | $1.44M | 0.1% | -17.7% | 0.106% | |
2/6/2025 | Pinnacle Wealth Planning Services Inc. | 214,283 | $3.96M | 0.1% | +2.6% | 0.290% | |
2/6/2025 | Jones Financial Companies Lllp | 1,378 | $25K | 0.0% | N/A | 0.002% | |
1/28/2025 | Golden State Wealth Management LLC | 1,775 | $33K | 0.0% | N/A | 0.002% | |
1/24/2025 | Richardson Financial Services Inc. | 11,463 | $212K | 0.1% | -14.0% | 0.016% | |
1/10/2025 | ST Germain D J Co. Inc. | 1,026,656 | $18.98M | 0.9% | +4.7% | 1.391% | |
11/15/2024 | Continuum Advisory LLC | 286,806 | $5.33M | 0.7% | -0.7% | 0.389% | |
11/14/2024 | Flow Traders U.S. LLC | 181,176 | $3.43M | 0.2% | N/A | 0.245% | |
11/7/2024 | Tidemark LLC | 40,536 | $768K | 0.3% | +7.5% | 0.055% | |
11/5/2024 | Lynx Investment Advisory | 33,737 | $639K | 0.5% | +2.1% | 0.046% | |
10/29/2024 | Farther Finance Advisors LLC | 94,819 | $1.80M | 0.1% | -17.2% | 0.128% | |
10/24/2024 | Richardson Financial Services Inc. | 13,331 | $247K | 0.2% | +9.2% | 0.018% | |
10/18/2024 | ST Germain D J Co. Inc. | 980,527 | $18.58M | 0.9% | +4.3% | 1.329% | |
8/14/2024 | Certified Advisory Corp | 165,806 | $3.06M | 0.4% | -4.6% | 0.225% | |
7/31/2024 | Farther Finance Advisors LLC | 114,484 | $2.10M | 0.1% | -4.8% | 0.155% | |
7/20/2024 | Continuum Advisory LLC | 288,937 | $5.34M | 0.8% | -0.5% | 0.392% | |
7/16/2024 | ORG Partners LLC | 2,931 | $54K | 0.0% | N/A | 0.004% | |
7/9/2024 | Lynx Investment Advisory | 33,036 | $611K | 0.5% | N/A | 0.045% | |
7/8/2024 | ST Germain D J Co. Inc. | 939,924 | $17.37M | 0.8% | +5.7% | 1.274% | |
5/16/2024 | Global Financial Private Client LLC | 5,559 | $103K | 0.0% | -82.2% | 0.008% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 192,292 | $3.58M | 0.5% | +2.5% | 0.261% | |
5/4/2024 | Richardson Financial Services Inc. | 12,601 | $235K | 0.2% | -32.5% | 0.017% | |
5/2/2024 | USAdvisors Wealth Management LLC | 10,069 | $187K | 0.1% | -26.0% | 0.014% | |
4/30/2024 | Private Advisor Group LLC | 89,320 | $1.67M | 0.0% | -20.1% | 0.121% | |
4/2/2024 | ST Germain D J Co. Inc. | 889,045 | $16.57M | 0.8% | +25.4% | 1.213% | |
3/8/2024 | ICA Group Wealth Management LLC | 121,984 | $2.27M | 0.5% | +10.2% | 0.166% | |
3/4/2024 | Richardson Financial Services Inc. | 18,660 | $347K | 0.3% | N/A | 0.025% | |
2/12/2024 | Tradition Wealth Management LLC | 133,694 | $2.49M | 0.3% | -57.0% | 0.182% | |
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2/9/2024 | Tidemark LLC | 48,952 | $910K | 0.6% | N/A | 0.067% | |
2/9/2024 | Certified Advisory Corp | 170,124 | $3.16M | 0.5% | -0.6% | 0.232% | |
2/9/2024 | L.M. Kohn & Company | 12,199 | $227K | 0.1% | -9.1% | 0.017% | |
2/8/2024 | Janney Montgomery Scott LLC | 133,131 | $2.48M | 0.0% | -17.6% | 0.182% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 187,605 | $3.49M | 0.5% | +2.3% | 0.256% | |
1/30/2024 | Avior Wealth Management LLC | 2,142 | $38K | 0.0% | -55.9% | 0.003% | |
1/24/2024 | Private Trust Co. NA | 5,504 | $102K | 0.0% | -41.3% | 0.008% | |
1/23/2024 | Regency Capital Management Inc. DE | 25,415 | $472K | 0.3% | N/A | 0.035% | |
1/4/2024 | Canandaigua National Bank & Trust Co. | 13,950 | $259K | 0.0% | N/A | 0.019% | |
1/1/2024 | VisionPoint Advisory Group LLC | 6,889 | $125K | 0.1% | +156.6% | 0.009% | |