5/2/2025 | KM Capital Management Ltd. | 17,525 | $889K | 0.5% | -13.9% | 0.015% | |
5/2/2025 | Kingsview Wealth Management LLC | 79,113 | $4.01M | 0.1% | +2.2% | 0.067% | |
5/2/2025 | Guardian Wealth Advisors LLC | 39,372 | $2.00M | 1.3% | -1.3% | 0.033% | |
5/2/2025 | Summit Wealth Group LLC | 112,132 | $5.69M | 1.7% | +0.9% | 0.095% | |
5/2/2025 | Wealthfront Advisers LLC | 16,652 | $844K | 0.0% | +1.8% | 0.014% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,026 | $153K | 0.0% | -6.2% | 0.003% | |
5/2/2025 | Whittier Trust Co. | 22,471 | $1.14M | 0.0% | -3.3% | 0.019% | |
5/2/2025 | Bogart Wealth LLC | 1,525 | $77K | 0.0% | +54.0% | 0.001% | |
5/2/2025 | Sigma Planning Corp | 47,323 | $2.40M | 0.1% | +9.3% | 0.040% | |
5/2/2025 | Signaturefd LLC | 260,108 | $13.19M | 0.2% | -17.3% | 0.221% | |
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5/2/2025 | Slow Capital Inc. | 261,507 | $13.26M | 1.8% | -12.3% | 0.222% | |
5/1/2025 | Cahaba Wealth Management Inc. | 23,325 | $1.18M | 0.1% | -54.1% | 0.020% | |
5/1/2025 | CWM LLC | 304,155 | $15.42M | 0.1% | +20.4% | 0.258% | |
5/1/2025 | Stephens Inc. AR | 4,326 | $219K | 0.0% | N/A | 0.004% | |
5/1/2025 | Realta Investment Advisors | 50,956 | $2.58M | 1.2% | -3.4% | 0.043% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 18,356 | $931K | 0.2% | +4.1% | 0.016% | |
5/1/2025 | Roger Wittlin Investment Advisory LLC | 13,242 | $671K | 0.4% | -7.0% | 0.011% | |
5/1/2025 | Country Club Bank | 19,127 | $969K | 0.1% | +7.3% | 0.016% | |
4/30/2025 | Cerity Partners LLC | 254,439 | $12.90M | 0.0% | -61.3% | 0.216% | |
4/30/2025 | Phillips Financial Management LLC | 127,040 | $6.44M | 0.5% | +19.3% | 0.108% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 79,397 | $4.03M | 0.9% | N/A | 0.067% | |
4/30/2025 | Round Rock Advisors LLC | 15,057 | $763K | 0.1% | +29.6% | 0.013% | |
4/30/2025 | Allworth Financial LP | 148,890 | $7.54M | 0.0% | +1.4% | 0.126% | |
4/30/2025 | Capital Insight Partners LLC | 6,775 | $343K | 0.1% | N/A | 0.006% | |
4/30/2025 | Alpha Financial Partners LLC | 13,492 | $684K | 0.5% | -24.5% | 0.011% | |
4/30/2025 | Moloney Securities Asset Management LLC | 46,504 | $2.36M | 0.3% | N/A | 0.039% | |
4/30/2025 | Aspen Wealth Strategies LLC | 5,125 | $260K | 0.2% | -10.0% | 0.004% | |
4/30/2025 | Principal Securities Inc. | 41,596 | $2.10M | 0.0% | +5.6% | 0.035% | |
4/30/2025 | Peterson Wealth Advisors LLC | 51,165 | $2.59M | 0.5% | -4.4% | 0.043% | |
4/30/2025 | 49 Wealth Management LLC | 33,121 | $1.68M | 0.2% | -19.5% | 0.028% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,131,467 | $57.37M | 0.0% | +10.9% | 1.009% | |
4/29/2025 | Ifrah Financial Services Inc. | 38,652 | $1.96M | 0.6% | +3.0% | 0.034% | |
4/29/2025 | Forte Asset Management LLC | 84,660 | $4.29M | 2.2% | +41.7% | 0.076% | |
4/29/2025 | Proffitt & Goodson Inc. | 5,383 | $273K | 0.0% | +88.2% | 0.005% | |
4/29/2025 | REDW Wealth LLC | 9,721 | $493K | 0.2% | -10.2% | 0.009% | |
4/29/2025 | Concurrent Investment Advisors LLC | 29,775 | $1.51M | 0.0% | +50.0% | 0.027% | |
4/29/2025 | Ceera Investments LLC | 59,330 | $3.01M | 1.0% | N/A | 0.053% | |
4/29/2025 | New Capital Management LP | 11,737 | $595K | 0.2% | +2.3% | 0.010% | |
4/29/2025 | Strategic Blueprint LLC | 7,984 | $405K | 0.0% | -9.1% | 0.007% | |
4/29/2025 | Brookstone Capital Management | 38,581 | $1.96M | 0.0% | -16.1% | 0.034% | |
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4/29/2025 | Courage Miller Partners LLC | 8,645 | $438K | 0.1% | -43.1% | 0.008% | |
4/29/2025 | Aviance Capital Partners LLC | 33,768 | $1.71M | 0.2% | +15.1% | 0.030% | |
4/28/2025 | Boulder Wealth Advisors LLC | 210,213 | $10.66M | 6.2% | +58.1% | 0.188% | |
4/28/2025 | D.A. Davidson & CO. | 35,275 | $1.79M | 0.0% | -32.8% | 0.031% | |
4/28/2025 | Mutual Advisors LLC | 435,287 | $22.04M | 0.6% | +1,080.3% | 0.388% | |
4/28/2025 | Able Wealth Management LLC | 21,956 | $1.11M | 0.6% | +15.1% | 0.020% | |
4/28/2025 | Resonant Capital Advisors LLC | 219,783 | $11.14M | 0.8% | +5.9% | 0.196% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 318,082 | $16.13M | 1.9% | +10.4% | 0.284% | |
4/28/2025 | Acute Investment Advisory LLC | 78,809 | $4.00M | 20.1% | -79.6% | 0.070% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 223,365 | $11.33M | 4.0% | -2.0% | 0.199% | |
4/28/2025 | Physician Wealth Advisors Inc. | 12,553 | $636K | 0.1% | +1,155.3% | 0.011% | |
4/28/2025 | Pinnacle Financial Partners Inc | 165,722 | $8.40M | 0.2% | +1.4% | 0.148% | |
4/28/2025 | Rossby Financial LCC | 810 | $41K | 0.0% | -84.3% | 0.001% | |
4/25/2025 | Koshinski Asset Management Inc. | 6,170 | $313K | 0.0% | -25.9% | 0.006% | |
4/25/2025 | Rochester Wealth Strategies LLC | 129,549 | $6.57M | 5.2% | N/A | 0.116% | |
4/25/2025 | Argent Advisors Inc. | 6,778 | $344K | 0.1% | +10.3% | 0.006% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 11,922 | $604K | 0.1% | -21.6% | 0.011% | |
4/25/2025 | Ameritas Advisory Services LLC | 79,534 | $4.03M | 0.2% | +15.3% | 0.071% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 60,165 | $3.05M | 0.1% | -7.8% | 0.054% | |
4/25/2025 | Emerald Advisors LLC | 26,257 | $1.33M | 0.2% | +6.8% | 0.023% | |
4/25/2025 | WJ Wealth Management LLC | 24,157 | $1.23M | 0.4% | -63.4% | 0.022% | |
4/25/2025 | WealthBridge Capital Management LLC | 83,142 | $4.22M | 1.2% | +0.4% | 0.074% | |
4/24/2025 | Golden State Wealth Management LLC | 1,008 | $51K | 0.0% | N/A | 0.001% | |
4/24/2025 | Tsfg LLC | 14,432 | $732K | 0.1% | -5.7% | 0.013% | |
4/24/2025 | Mascoma Wealth Management LLC | 10,949 | $555K | 0.1% | +2.2% | 0.010% | |
4/24/2025 | Madison Park Capital Advisors LLC | 10,191 | $517K | 0.5% | N/A | 0.009% | |
4/24/2025 | Old North State Wealth Management LLC | 19,256 | $977K | 0.5% | +46.9% | 0.017% | |
4/23/2025 | Sequoia Financial Advisors LLC | 5,360 | $272K | 0.0% | N/A | 0.005% | |
4/23/2025 | Perigon Wealth Management LLC | 20,808 | $1.06M | 0.0% | +6.6% | 0.019% | |
4/23/2025 | Golden State Wealth Management LLC | 2,016 | $102K | 0.0% | N/A | 0.002% | |
4/23/2025 | Leading Edge Financial Planning LLC | 8,704 | $441K | 0.1% | -2.7% | 0.008% | |
4/23/2025 | Sheets Smith Wealth Management | 41,763 | $2.12M | 0.3% | -2.9% | 0.037% | |
4/23/2025 | YHB Investment Advisors Inc. | 6,152 | $312K | 0.0% | +14.4% | 0.005% | |
4/23/2025 | Investment Planning Advisors Inc. | 10,800 | $548K | 0.2% | +4.0% | 0.010% | |
4/23/2025 | Johnson Bixby & Associates LLC | 21,620 | $1.10M | 0.2% | +24.7% | 0.019% | |
4/23/2025 | Oppenheimer & Co. Inc. | 5,582 | $283K | 0.0% | N/A | 0.005% | |
4/23/2025 | Valmark Advisers Inc. | 37,627 | $1.91M | 0.0% | +10.9% | 0.034% | |
4/22/2025 | Diversified Portfolios Inc. | 1,130,322 | $57.31M | 6.0% | +3.5% | 1.008% | |
4/22/2025 | Spinnaker Investment Group LLC | 5,098 | $258K | 0.1% | N/A | 0.005% | |
4/22/2025 | Flagship Harbor Advisors LLC | 117,985 | $5.98M | 0.3% | +36.1% | 0.105% | |
4/22/2025 | Comprehensive Money Management Services LLC | 48,794 | $2.47M | 2.0% | +29.2% | 0.044% | |
4/22/2025 | Constellation Investments Inc. | 846,691 | $42.92M | 2.0% | -26.3% | 0.755% | |
4/22/2025 | RFP Financial Group LLC | 80,628 | $4.09M | 1.6% | -12.1% | 0.072% | |
4/22/2025 | Applied Capital LLC | 9,293 | $471K | 0.2% | N/A | 0.008% | |
4/22/2025 | Congress Park Capital LLC | 320,461 | $16.25M | 6.2% | +100.2% | 0.286% | |
4/21/2025 | Osborne Partners Capital Management LLC | 669,485 | $33.94M | 1.9% | +16.6% | 0.597% | |
4/21/2025 | Avior Wealth Management LLC | 5,335 | $270K | 0.0% | +58.8% | 0.005% | |
4/21/2025 | LongView Wealth Management | 118,852 | $6.03M | 1.8% | +1.2% | 0.106% | |
4/21/2025 | Blue Trust Inc. | 3,111 | $158K | 0.0% | -11.2% | 0.003% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,821 | $295K | 0.0% | +7.3% | 0.005% | |
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4/21/2025 | Envestnet Portfolio Solutions Inc. | 14,945 | $758K | 0.0% | +203.9% | 0.013% | |
4/21/2025 | CWA Asset Management Group LLC | 19,761 | $1.00M | 0.0% | +334.3% | 0.018% | |
4/21/2025 | Dunhill Financial LLC | 6,399 | $324K | 0.1% | N/A | 0.006% | |
4/18/2025 | Seed Wealth Management Inc. | 9,000 | $456K | 0.4% | -69.0% | 0.008% | |
4/18/2025 | Shepherd Financial Partners LLC | 16,261 | $824K | 0.1% | -31.0% | 0.015% | |
4/18/2025 | Market Street Wealth Management Advisors LLC | 11,223 | $569K | 0.1% | +2.3% | 0.010% | |
4/18/2025 | GSB Wealth Management LLC | 12,765 | $647K | 0.2% | N/A | 0.011% | |
4/18/2025 | Clayton Financial Group LLC | 15,228 | $772K | 0.3% | -8.6% | 0.014% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 81,220 | $4.12M | 0.1% | -33.8% | 0.072% | |
4/17/2025 | Searcy Financial Services Inc. ADV | 9,241 | $469K | 0.2% | -4.9% | 0.008% | |