10/17/2025 | HM Payson & Co. | 2,075 | $246K | 0.0% | +108.8% | 0.002% | |
10/17/2025 | Trademark Financial Management LLC | 37,764 | $4.47M | 2.6% | -1.0% | 0.039% | |
10/17/2025 | Westend Capital Management LLC | 471 | $56K | 0.0% | N/A | 0.000% | |
10/17/2025 | KW Wealth Management LLC | 2,195 | $260K | 0.4% | N/A | 0.002% | |
10/17/2025 | Regatta Capital Group LLC | 149,520 | $17.71M | 2.8% | +1.4% | 0.153% | |
10/17/2025 | Perigon Wealth Management LLC | 21,208 | $2.51M | 0.1% | +2.0% | 0.022% | |
10/17/2025 | Sowell Financial Services LLC | 2,779 | $329K | 0.0% | -3.0% | 0.003% | |
10/17/2025 | Sapient Capital LLC | 24,549 | $2.90M | 0.0% | -13.7% | 0.025% | |
10/17/2025 | Apella Capital LLC | 104,807 | $12.30M | 0.3% | +2.5% | 0.108% | |
10/16/2025 | Townsend Asset Management Corp NC ADV | 2,383 | $282K | 0.1% | -4.0% | 0.002% | |
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10/16/2025 | Halbert Hargrove Global Advisors LLC | 5,766 | $683K | 0.0% | +27.3% | 0.006% | |
10/16/2025 | HBK Sorce Advisory LLC | 7,119 | $841K | 0.0% | -10.7% | 0.007% | |
10/16/2025 | Scott Capital Advisors LLC | 12,137 | $1.45M | 0.3% | +1.6% | 0.012% | |
10/16/2025 | Johnson Bixby & Associates LLC | 16,353 | $1.94M | 0.2% | -1.1% | 0.017% | |
10/15/2025 | CWM LLC | 6,518 | $772K | 0.0% | +65.3% | 0.007% | |
10/15/2025 | BSW Wealth Partners | 64,081 | $7.59M | 0.9% | -7.4% | 0.066% | |
10/15/2025 | SFM LLC | 8,537 | $1.01M | 0.6% | -9.1% | 0.009% | |
10/15/2025 | Patriot Investment Management Group Inc. | 28,083 | $3.33M | 0.2% | -44.2% | 0.029% | |
10/15/2025 | Weinberger Asset Management Inc | 1,738 | $206K | 0.1% | N/A | 0.002% | |
10/15/2025 | Gemmer Asset Management LLC | 163,760 | $19.40M | 1.6% | +5.1% | 0.168% | |
10/15/2025 | Brookstone Capital Management | 6,885 | $815K | 0.0% | +3.1% | 0.007% | |
10/15/2025 | Paragon Capital Management Ltd | 36,117 | $4.28M | 0.8% | +2.8% | 0.037% | |
10/15/2025 | Symmetry Partners LLC | 5,524 | $654K | 0.1% | -16.6% | 0.006% | |
10/15/2025 | Hanson & Doremus Investment Management | 216,603 | $25.66M | 3.2% | -2.1% | 0.222% | |
10/15/2025 | Stanich Group LLC | 493,435 | $58.45M | 35.8% | +0.8% | 0.506% | |
10/15/2025 | McClarren Financial Advisors Inc. | 29,225 | $3.46M | 2.2% | -18.5% | 0.030% | |
10/15/2025 | Cornerstone Wealth Advisors Inc. | 3,025 | $358K | 0.1% | -12.4% | 0.003% | |
10/15/2025 | Plancorp LLC | 2,679 | $317K | 0.0% | N/A | 0.003% | |
10/14/2025 | Farther Finance Advisors LLC | 12,588 | $1.49M | 0.0% | +3.2% | 0.013% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 15,562 | $1.84M | 0.3% | -0.7% | 0.016% | |
10/14/2025 | CJM Wealth Advisers Ltd. | 8,195 | $971K | 0.3% | -5.6% | 0.008% | |
10/14/2025 | Market Street Wealth Management Advisors LLC | 3,079 | $365K | 0.1% | -13.4% | 0.003% | |
10/14/2025 | HBK Sorce Advisory LLC | 7,119 | $852K | 0.0% | -10.7% | 0.007% | |
10/14/2025 | Platt Investment Counsel LLC | 401,203 | $47.52M | 37.4% | +4.4% | 0.412% | |
10/14/2025 | West Financial Advisors LLC | 19,030 | $2.25M | 0.4% | -5.0% | 0.020% | |
10/14/2025 | LongView Wealth Management | 2,268 | $269K | 0.1% | +17.4% | 0.002% | |
10/14/2025 | Baldwin Wealth Partners LLC MA | 3,228 | $382K | 0.0% | -16.1% | 0.003% | |
10/14/2025 | Brighton Jones LLC | 4,999 | $592K | 0.0% | -24.4% | 0.005% | |
10/14/2025 | TCI Wealth Advisors Inc. | 2,361 | $280K | 0.0% | +20.3% | 0.002% | |
10/10/2025 | Financial Connections Group Inc. | 178,571 | $21.15M | 8.3% | +3.3% | 0.183% | |
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10/10/2025 | Sound Income Strategies LLC | 1,024 | $122K | 0.0% | +28.0% | 0.001% | |
10/10/2025 | Selective Wealth Management Inc. | 13,955 | $1.66M | 0.5% | -6.9% | 0.014% | |
10/10/2025 | Focus Financial Network Inc. | 5,727 | $678K | 0.0% | +38.2% | 0.006% | |
10/10/2025 | Five Pine Wealth Management | 3,593 | $426K | 0.3% | -3.5% | 0.004% | |
10/10/2025 | Fiduciary Financial Group LLC | 3,969 | $470K | 0.1% | +12.9% | 0.004% | |
10/9/2025 | CGN Advisors LLC | 22,202 | $2.63M | 0.2% | +18.7% | 0.023% | |
10/9/2025 | Cascade Investment Advisors Inc. | 5,642 | $668K | 0.4% | -8.1% | 0.006% | |
10/9/2025 | Affinity Capital Advisors LLC | 27,638 | $3.29M | 0.5% | -1.9% | 0.028% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 7,159 | $848K | 0.0% | -7.0% | 0.007% | |
10/8/2025 | Wealth Group Ltd | 23,960 | $2.84M | 0.7% | -8.0% | 0.025% | |
10/8/2025 | Legacy Private Trust Co. | 3,125 | $370K | 0.0% | -4.6% | 0.003% | |
10/8/2025 | Ignite Planners LLC | 2,813 | $333K | 0.1% | -7.2% | 0.003% | |
10/8/2025 | Towerpoint Wealth LLC | 6,381 | $756K | 0.3% | +13.2% | 0.007% | |
10/8/2025 | Carr Financial Group Corp | 1,748 | $207K | 0.1% | N/A | 0.002% | |
10/7/2025 | New Covenant Trust Company N.A. | 59,268 | $7.02M | 6.5% | -3.4% | 0.061% | |
10/7/2025 | McLean Asset Management Corp | 11,200 | $1.34M | 0.3% | -25.0% | 0.011% | |
10/7/2025 | Atmos Advisory LLC | 24,196 | $2.87M | 1.7% | -2.9% | 0.025% | |
10/7/2025 | ST Germain D J Co. Inc. | 60,604 | $7.18M | 0.3% | +1.4% | 0.062% | |
10/7/2025 | Ervin Investment Management LLC | 11,931 | $1.41M | 0.8% | +1.8% | 0.012% | |
10/7/2025 | Carolina Wealth Advisors LLC | 1,205 | $143K | 0.1% | -15.0% | 0.001% | |
10/6/2025 | Boston Standard Wealth Management LLC | 81,171 | $9.61M | 1.6% | +15.3% | 0.083% | |
10/3/2025 | IMPACTfolio LLC | 501,046 | $59.34M | 25.6% | +1.1% | 0.514% | |
10/2/2025 | First Hawaiian Bank | 39,774 | $4.71M | 0.6% | -1.2% | 0.041% | |
10/1/2025 | Park National Corp OH | 2,856 | $338K | 0.0% | -5.0% | 0.003% | |
9/26/2025 | Corient Private Wealth LLC | 2,272 | $249K | 0.0% | -93.3% | 0.002% | |
9/22/2025 | Caldwell Trust Co | 805 | $88K | 0.0% | N/A | 0.001% | |
9/9/2025 | NWF Advisory Services Inc. | 3,545 | $389K | 0.0% | +7.6% | 0.004% | |
9/4/2025 | Osaic Holdings Inc. | 69,312 | $7.60M | 0.0% | +12.5% | 0.071% | |
8/27/2025 | Tribridge Partners Financial LLC | 3,106 | $341K | 0.2% | N/A | 0.003% | |
8/26/2025 | Thrivent Financial for Lutherans | 6,937 | $761K | 0.0% | N/A | 0.007% | |
8/26/2025 | Nautilus Advisors LLC | 2,053 | $225K | 0.2% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 3,918 | $439K | 0.0% | +73.7% | 0.004% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,098 | $120K | 0.0% | -79.7% | 0.001% | |
8/18/2025 | Geneos Wealth Management Inc. | 5,054 | $554K | 0.0% | +23.8% | 0.005% | |
8/18/2025 | Hollencrest Capital Management | 1,388 | $152K | 0.0% | N/A | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 4,753 | $521K | 0.0% | -68.1% | 0.005% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 532 | $58K | 0.0% | +65.2% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 63,098 | $6.92M | 0.0% | +85.7% | 0.065% | |
8/15/2025 | WFA of San Diego LLC | 873 | $96K | 0.1% | N/A | 0.001% | |
8/15/2025 | Sherman Asset Management Inc. | 3,200 | $351K | 0.3% | N/A | 0.003% | |
8/15/2025 | Snowden Capital Advisors LLC | 12,870 | $1.41M | 0.0% | +2.1% | 0.013% | |
8/15/2025 | MML Investors Services LLC | 33,688 | $3.69M | 0.0% | -3.5% | 0.035% | |
8/15/2025 | Humankind Investments LLC | 5,851 | $642K | 0.2% | +28.2% | 0.006% | |
8/15/2025 | Great Valley Advisor Group Inc. | 11,972 | $1.31M | 0.0% | +11.1% | 0.012% | |
8/15/2025 | EP Wealth Advisors LLC | 5,215 | $572K | 0.0% | -3.8% | 0.005% | |
8/15/2025 | Curi Capital LLC | 2,590 | $284K | 0.0% | N/A | 0.003% | |
8/15/2025 | Bank of America Corp DE | 568,075 | $62.28M | 0.0% | -0.5% | 0.583% | |
8/15/2025 | Ameriprise Financial Inc. | 271,127 | $29.75M | 0.0% | -1.0% | 0.278% | |
8/14/2025 | Raymond James Financial Inc. | 616,894 | $67.64M | 0.0% | +22.0% | 0.633% | |
8/14/2025 | Betterment LLC | 557,611 | $61.14M | 0.1% | +9.6% | 0.572% | |
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8/14/2025 | Diversify Advisory Services LLC | 2,018 | $230K | 0.0% | N/A | 0.002% | |
8/14/2025 | HUB Investment Partners LLC | 43,559 | $4.78M | 0.2% | N/A | 0.045% | |
8/14/2025 | Main Street Financial Solutions LLC | 8,405 | $921K | 0.1% | -11.3% | 0.009% | |
8/14/2025 | Clarity Asset Management Inc. | 185,830 | $20.37M | 12.2% | -5.2% | 0.191% | |
8/14/2025 | Glenview Trust co | 18,423 | $2.02M | 0.0% | +8.6% | 0.019% | |
8/14/2025 | NewEdge Advisors LLC | 6,214 | $681K | 0.0% | -3.0% | 0.006% | |
8/14/2025 | Pecaut & CO. | 7,947 | $871K | 0.3% | -4.2% | 0.008% | |
8/14/2025 | Qube Research & Technologies Ltd | 574 | $63K | 0.0% | -47.6% | 0.001% | |
8/14/2025 | Transce3nd LLC | 303 | $33K | 0.0% | N/A | 0.000% | |
8/14/2025 | Ally Invest Advisors Inc. | 4,114 | $451K | 0.0% | +69.3% | 0.004% | |