7/10/2025 | CWC Advisors LLC. | 5,155 | $210K | 0.1% | N/A | 0.018% | |
7/10/2025 | IMPACTfolio LLC | 38,264 | $1.56M | 0.7% | -7.8% | 0.136% | |
7/10/2025 | Klaas Financial Asset Advisors LLC | 33,441 | $1.36M | 0.2% | +7.4% | 0.119% | |
7/10/2025 | SK Wealth Management LLC | 40,297 | $1.69M | 0.7% | -13.7% | 0.143% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 54,927 | $2.24M | 0.1% | -17.3% | 0.195% | |
7/9/2025 | Sandbox Financial Partners LLC | 6,681 | $272K | 0.1% | -3.9% | 0.024% | |
7/8/2025 | First National Corp MA ADV | 8,042 | $328K | 0.1% | +6.1% | 0.029% | |
7/7/2025 | Shotwell Rutter Baer Inc | 13,130 | $552K | 0.4% | +2.3% | 0.047% | |
7/1/2025 | Stonehearth Capital Management LLC | 42,106 | $1.72M | 0.7% | -24.1% | 0.150% | |
6/27/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.053% | |
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5/21/2025 | McAdam LLC | 5,723 | $219K | 0.0% | +18.5% | 0.020% | |
5/19/2025 | SageView Advisory Group LLC | 42,626 | $1.63M | 0.1% | -36.8% | 0.151% | |
5/16/2025 | Goldman Sachs Group Inc. | 14,764 | $566K | 0.0% | N/A | 0.052% | |
5/16/2025 | Jones Financial Companies Lllp | 56,795 | $2.39M | 0.0% | +0.5% | 0.201% | |
5/16/2025 | NewEdge Advisors LLC | 60,327 | $2.31M | 0.0% | -4.4% | 0.214% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,659 | $217K | 0.0% | N/A | 0.020% | |
5/15/2025 | Royal Bank of Canada | 990,926 | $37.99M | 0.0% | +2.0% | 3.508% | |
5/15/2025 | Betterment LLC | 13,690 | $525K | 0.0% | -7.1% | 0.048% | |
5/15/2025 | Baird Financial Group Inc. | 11,809 | $453K | 0.0% | -2.4% | 0.042% | |
5/14/2025 | Per Stirling Capital Management LLC. | 7,082 | $272K | 0.0% | -17.8% | 0.025% | |
5/14/2025 | WCG Wealth Advisors LLC | 169,995 | $6.52M | 0.5% | -3.3% | 0.602% | |
5/14/2025 | Freedom Investment Management Inc. | 20,883 | $801K | 0.1% | +16.7% | 0.074% | |
5/14/2025 | Sax Wealth Advisors LLC | 8,223 | $315K | 0.0% | -11.6% | 0.029% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 42,357 | $1.62M | 0.2% | +2.7% | 0.150% | |
5/14/2025 | Bragg Financial Advisors Inc | 13,634 | $523K | 0.0% | +5.1% | 0.048% | |
5/14/2025 | Estate Counselors LLC | 7,270 | $279K | 0.0% | +16.0% | 0.026% | |
5/14/2025 | Tradition Wealth Management LLC | 13,439 | $515K | 0.0% | +15.1% | 0.048% | |
5/14/2025 | RWA Wealth Partners LLC | 60,430 | $2.32M | 0.0% | -4.1% | 0.214% | |
5/13/2025 | Raymond James Financial Inc. | 85,184 | $3.27M | 0.0% | -6.3% | 0.302% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 14,345 | $550K | 0.1% | +7.4% | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 48,869 | $1.87M | 0.0% | +2.9% | 0.173% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 14,309 | $549K | 0.1% | +19.3% | 0.051% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 13,633 | $523K | 0.4% | -3.7% | 0.048% | |
5/9/2025 | Evolution Advisers Inc. | 15,856 | $607K | 0.3% | +2.9% | 0.056% | |
5/9/2025 | Blue Barn Wealth LLC | 7,060 | $271K | 0.1% | -5.6% | 0.025% | |
5/9/2025 | Chicago Partners Investment Group LLC | 9,415 | $360K | 0.0% | -7.8% | 0.033% | |
5/9/2025 | Greykasell Wealth Strategies Inc. | 2,966 | $114K | 0.1% | -73.9% | 0.010% | |
5/9/2025 | Natural Investments LLC | 7,958 | $305K | 0.1% | -12.4% | 0.028% | |
5/9/2025 | Financial Connections Group Inc. | 95,002 | $3.64M | 1.6% | +836.5% | 0.336% | |
5/9/2025 | McClarren Financial Advisors Inc. | 3,918 | $150K | 0.1% | -56.3% | 0.014% | |
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5/9/2025 | Atria Wealth Solutions Inc. | 33,271 | $1.28M | 0.0% | +1.7% | 0.118% | |
5/9/2025 | SGL Investment Advisors Inc. | 18,369 | $715K | 0.4% | +8.1% | 0.065% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 77,255 | $2.96M | 1.3% | +6.0% | 0.273% | |
5/8/2025 | TIAA Trust National Association | 1,537,799 | $58.96M | 0.2% | -0.7% | 5.444% | |
5/8/2025 | US Bancorp DE | 3,723 | $143K | 0.0% | -6.6% | 0.013% | |
5/8/2025 | US Financial Advisors LLC | 23,181 | $889K | 0.3% | +4.4% | 0.082% | |
5/8/2025 | Harbour Investments Inc. | 31,290 | $1.20M | 0.0% | -1.4% | 0.111% | |
5/8/2025 | Abacus Wealth Partners LLC | 1,269,428 | $48.67M | 7.3% | +4.0% | 4.494% | |
5/8/2025 | RVW Wealth LLC | 18,921 | $725K | 0.1% | -20.7% | 0.067% | |
5/7/2025 | LPL Financial LLC | 637,309 | $24.43M | 0.0% | -6.6% | 2.256% | |
5/6/2025 | Assetmark Inc. | 9,973 | $382K | 0.0% | +4.6% | 0.035% | |
5/6/2025 | Cetera Investment Advisers | 66,453 | $2.55M | 0.0% | -29.1% | 0.235% | |
5/6/2025 | Avantax Advisory Services Inc. | 16,038 | $615K | 0.0% | -3.8% | 0.057% | |
5/6/2025 | DeDora Capital Inc. | 131,641 | $5.05M | 1.5% | +39.7% | 0.466% | |
5/6/2025 | PFG Advisors | 7,198 | $276K | 0.0% | +18.0% | 0.025% | |
5/5/2025 | Private Advisor Group LLC | 10,046 | $385K | 0.0% | +23.6% | 0.035% | |
5/2/2025 | Cable Hill Partners LLC | 107,029 | $4.00M | 0.4% | +2.7% | 0.377% | |
5/2/2025 | Larson Financial Group LLC | 7,754 | $297K | 0.0% | -16.2% | 0.027% | |
5/2/2025 | Apollon Wealth Management LLC | 5,621 | $215K | 0.0% | +11.2% | 0.020% | |
5/1/2025 | CWM LLC | 3,716 | $142K | 0.0% | +143.2% | 0.013% | |
4/30/2025 | Allworth Financial LP | 124,142 | $4.61M | 0.0% | -6.1% | 0.437% | |
4/30/2025 | SilverOak Wealth Management LLC | 48,726 | $1.87M | 0.4% | +0.6% | 0.172% | |
4/30/2025 | Abound Financial LLC | 5,080 | $195K | 0.1% | -16.2% | 0.018% | |
4/29/2025 | Financial Counselors Inc. | 27,685 | $1.06M | 0.0% | N/A | 0.097% | |
4/29/2025 | Envestnet Asset Management Inc. | 502,866 | $19.28M | 0.0% | -5.3% | 1.771% | |
4/29/2025 | Bank of New York Mellon Corp | 363,855 | $13.95M | 0.0% | +23.6% | 1.281% | |
4/29/2025 | Values Added Financial LLC | 5,369 | $206K | 0.1% | -15.6% | 0.019% | |
4/28/2025 | Mutual Advisors LLC | 17,372 | $645K | 0.0% | +38.7% | 0.061% | |
4/28/2025 | Equita Financial Network Inc. | 27,241 | $1.04M | 0.4% | +9.4% | 0.096% | |
4/28/2025 | Rossby Financial LCC | 79,698 | $2.96M | 1.2% | +9.0% | 0.281% | |
4/25/2025 | IMPACTfolio LLC | 41,513 | $1.59M | 0.8% | -16.1% | 0.146% | |
4/25/2025 | Ameritas Advisory Services LLC | 112,181 | $4.30M | 0.2% | -4.8% | 0.395% | |
4/25/2025 | Financial Insights Inc. | 10,455 | $401K | 0.2% | -4.3% | 0.037% | |
4/25/2025 | Westfuller Advisors LLC | 35,048 | $1.34M | 0.9% | +3.4% | 0.123% | |
4/24/2025 | Laurel Wealth Planning LLC | 17,128 | $657K | 0.4% | -13.0% | 0.060% | |
4/24/2025 | Smart Portfolios LLC | 7,041 | $270K | 0.3% | +5.8% | 0.025% | |
4/24/2025 | BSW Wealth Partners | 97,614 | $3.74M | 0.6% | -8.2% | 0.344% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 31,147 | $1.19M | 0.2% | +15.5% | 0.110% | |
4/24/2025 | Falcon Wealth Planning | 7,748 | $297K | 0.0% | N/A | 0.027% | |
4/24/2025 | Capasso Planning Partners LLC | 10,631 | $408K | 0.2% | -5.8% | 0.037% | |
4/23/2025 | Allodium Investment Consultants LLC | 142,616 | $5.47M | 4.0% | +28.1% | 0.502% | |
4/23/2025 | Perigon Wealth Management LLC | 6,348 | $243K | 0.0% | -12.3% | 0.022% | |
4/23/2025 | First Pacific Financial | 243,050 | $9.32M | 1.9% | +1.9% | 0.856% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 18,791 | $720K | 0.1% | -4.9% | 0.066% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 20,379 | $781K | 0.0% | -1.9% | 0.072% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 107,476 | $4.12M | 0.0% | -0.8% | 0.378% | |
4/22/2025 | SK Wealth Management LLC | 46,710 | $1.64M | 0.9% | -7.1% | 0.164% | |
4/22/2025 | PFG Investments LLC | 8,412 | $323K | 0.0% | +12.2% | 0.030% | |
4/18/2025 | Colorado Capital Management Inc. | 138,525 | $5.31M | 2.4% | -2.0% | 0.488% | |
4/17/2025 | Vicus Capital | 39,647 | $1.52M | 0.1% | -1.8% | 0.140% | |
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4/17/2025 | Mission Wealth Management LP | 794,298 | $30.45M | 0.7% | +1.6% | 2.797% | |
4/17/2025 | Stewardship Advisors LLC | 31,459 | $1.21M | 0.3% | N/A | 0.111% | |
4/17/2025 | Pacific Sun Financial Corp | 11,186 | $429K | 0.2% | -3.0% | 0.039% | |
4/17/2025 | Scott Capital Advisors LLC | 10,587 | $406K | 0.1% | -52.4% | 0.037% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 66,390 | $2.55M | 0.1% | -34.3% | 0.234% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 101,123 | $3.88M | 0.0% | -3.0% | 0.356% | |
4/16/2025 | RTD Financial Advisors Inc. | 17,263 | $662K | 0.1% | +4.2% | 0.061% | |
4/16/2025 | Relyea Zuckerberg Hanson LLC | 19,882 | $762K | 0.1% | -1.9% | 0.070% | |
4/16/2025 | Dodds Wealth LLC | 13,758 | $527K | 0.2% | +5.6% | 0.048% | |
4/16/2025 | Neumann Capital Management LLC | 22,759 | $873K | 0.3% | +4.5% | 0.080% | |