9/4/2025 | Osaic Holdings Inc. | 11,429 | $725K | 0.0% | -1.4% | 0.085% | |
8/15/2025 | WFA of San Diego LLC | 1,006 | $64K | 0.0% | N/A | 0.007% | |
8/15/2025 | MML Investors Services LLC | 8,649 | $548K | 0.0% | -4.8% | 0.064% | |
8/15/2025 | Essential Planning LLC. | 6,498 | $412K | 0.2% | +3.3% | 0.048% | |
8/15/2025 | Bank of America Corp DE | 25,527 | $1.62M | 0.0% | +1.9% | 0.189% | |
8/14/2025 | Jane Street Group LLC | 76,029 | $4.82M | 0.0% | N/A | 0.563% | |
8/14/2025 | Betterment LLC | 6,219 | $394K | 0.0% | +18.3% | 0.046% | |
8/14/2025 | NewEdge Advisors LLC | 128,360 | $8.14M | 0.0% | +12.4% | 0.951% | |
8/14/2025 | Cerity Partners LLC | 56,590 | $3.59M | 0.0% | +1.2% | 0.419% | |
8/13/2025 | SageView Advisory Group LLC | 170,271 | $10.73M | 0.4% | -13.9% | 1.261% | |
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8/13/2025 | Milestone Investment Advisors LLC | 3,010 | $191K | 0.0% | +27.0% | 0.022% | |
8/13/2025 | Parkworth Wealth Management Inc. | 5,009 | $318K | 0.2% | +55.8% | 0.037% | |
8/13/2025 | First Trust Advisors LP | 3,715 | $236K | 0.0% | N/A | 0.028% | |
8/13/2025 | Grove Street Fiduciary LLC | 3,861 | $245K | 0.1% | -4.9% | 0.029% | |
8/12/2025 | JPMorgan Chase & Co. | 13,852 | $878K | 0.0% | -6.6% | 0.103% | |
8/8/2025 | Financial Gravity Companies Inc. | 1,504 | $95K | 0.0% | N/A | 0.011% | |
8/8/2025 | Cetera Investment Advisers | 6,605 | $419K | 0.0% | +4.9% | 0.049% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 288,940 | $18.24M | 0.2% | +2.6% | 2.140% | |
8/7/2025 | Allworth Financial LP | 18,189 | $1.15M | 0.0% | +30.3% | 0.135% | |
8/6/2025 | RWA Wealth Partners LLC | 10,216 | $648K | 0.0% | -90.5% | 0.076% | |
8/6/2025 | Summit Investment Advisors Inc. | 12,949 | $815K | 0.7% | +3.9% | 0.096% | |
8/6/2025 | Walkner Condon Financial Advisors LLC | 10,061 | $638K | 0.1% | +6.9% | 0.075% | |
8/6/2025 | Savant Capital LLC | 4,892 | $310K | 0.0% | N/A | 0.036% | |
8/6/2025 | Modera Wealth Management LLC | 143,858 | $9.12M | 0.1% | -2.8% | 1.066% | |
8/5/2025 | Clarity Wealth Development LLC | 13,593 | $862K | 0.9% | +8.4% | 0.101% | |
8/4/2025 | Human Investing LLC | 58,888 | $3.73M | 0.6% | +3.6% | 0.436% | |
8/1/2025 | Equita Financial Network Inc. | 9,388 | $595K | 0.2% | +46.9% | 0.070% | |
8/1/2025 | Envestnet Asset Management Inc. | 250,320 | $15.87M | 0.0% | +3.1% | 1.854% | |
7/31/2025 | Wealthfront Advisers LLC | 87,673 | $5.56M | 0.0% | -34.6% | 0.649% | |
7/31/2025 | Curio Wealth LLC | 11,017 | $698K | 0.3% | +220,240.0% | 0.082% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 3,849 | $244K | 0.0% | -63.1% | 0.029% | |
7/29/2025 | Crux Wealth Advisors | 5,660 | $359K | 0.2% | N/A | 0.042% | |
7/29/2025 | DeDora Capital Inc. | 153,776 | $9.75M | 2.5% | -0.3% | 1.139% | |
7/29/2025 | Novare Capital Management LLC | 12,890 | $817K | 0.1% | +13.0% | 0.095% | |
7/29/2025 | Financial Futures Ltd Liability Co. | 5,721 | $363K | 0.2% | -17.2% | 0.042% | |
7/28/2025 | Harbour Investments Inc. | 20,321 | $1.29M | 0.0% | -9.5% | 0.151% | |
7/25/2025 | Atria Wealth Solutions Inc. | 3,399 | $215K | 0.0% | N/A | 0.025% | |
7/25/2025 | Stephens Consulting LLC | 27,098 | $1.72M | 0.4% | +24.2% | 0.201% | |
7/25/2025 | Meritage Portfolio Management | 7,828 | $496K | 0.0% | +71.7% | 0.058% | |
7/25/2025 | CWM LLC | 10,886 | $690K | 0.0% | +7.0% | 0.081% | |
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7/24/2025 | Drucker Wealth 3.0 LLC | 4,825 | $304K | 0.1% | N/A | 0.036% | |
7/22/2025 | Verus Wealth Management LLC | 8,325 | $528K | 0.5% | +88.3% | 0.062% | |
7/22/2025 | Keudell Morrison Wealth Management | 5,016 | $318K | 0.1% | +3.7% | 0.037% | |
7/21/2025 | 25 LLC | 5,208 | $330K | 0.1% | N/A | 0.039% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 10,685 | $677K | 0.0% | +6.4% | 0.079% | |
7/18/2025 | Truist Financial Corp | 264,646 | $16.78M | 0.0% | -0.1% | 1.960% | |
7/17/2025 | Hanson & Doremus Investment Management | 165,058 | $10.47M | 1.4% | +4.6% | 1.223% | |
7/17/2025 | Sound Income Strategies LLC | 800 | $51K | 0.0% | N/A | 0.006% | |
7/17/2025 | Willow Creek Wealth Management Inc. | 8,727 | $553K | 0.0% | +3.4% | 0.065% | |
7/17/2025 | XY Planning Network Inc. | 4,053 | $257K | 0.1% | +4.5% | 0.030% | |
7/16/2025 | ST Germain D J Co. Inc. | 51,131 | $3.24M | 0.1% | +8.8% | 0.379% | |
7/15/2025 | Level Financial Advisors | 17,806 | $1.13M | 0.4% | -1.5% | 0.132% | |
7/15/2025 | Mather Group LLC. | 36,150 | $2.29M | 0.0% | N/A | 0.268% | |
7/15/2025 | Farrell Financial LLC | 14,556 | $923K | 0.6% | +28.4% | 0.108% | |
7/14/2025 | BetterWealth LLC | 22,990 | $1.46M | 0.4% | +1.0% | 0.170% | |
7/11/2025 | Scott Capital Advisors LLC | 14,910 | $938K | 0.3% | +1.3% | 0.110% | |
7/10/2025 | Charter Oak Capital Management LLC | 4,319 | $274K | 0.0% | +23.4% | 0.032% | |
5/19/2025 | SageView Advisory Group LLC | 197,816 | $12.45M | 0.5% | +0.8% | 1.487% | |
5/16/2025 | NewEdge Advisors LLC | 114,166 | $7.18M | 0.0% | +41.1% | 0.858% | |
5/15/2025 | Royal Bank of Canada | 8,980 | $565K | 0.0% | -11.2% | 0.068% | |
5/15/2025 | Betterment LLC | 5,255 | $331K | 0.0% | +57.7% | 0.040% | |
5/15/2025 | OLD Mission Capital LLC | 11,670 | $734K | 0.0% | -20.2% | 0.088% | |
5/14/2025 | Kestra Advisory Services LLC | 114,528 | $7.21M | 0.0% | N/A | 0.861% | |
5/14/2025 | Bragg Financial Advisors Inc | 3,665 | $231K | 0.0% | N/A | 0.028% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 281,727 | $17.78M | 0.2% | -10.7% | 2.118% | |
5/14/2025 | RWA Wealth Partners LLC | 107,830 | $6.79M | 0.1% | +2.5% | 0.811% | |
5/13/2025 | American Investment Services Inc. | 5,610 | $353K | 0.1% | +13.0% | 0.042% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 10,420 | $656K | 0.1% | +3.0% | 0.078% | |
5/9/2025 | Vanguard Group Inc. | 1,421,434 | $89.44M | 0.0% | +9.6% | 10.687% | |
5/8/2025 | Harbour Investments Inc. | 22,449 | $1.41M | 0.0% | +11.0% | 0.169% | |
5/8/2025 | Modera Wealth Management LLC | 147,962 | $9.31M | 0.1% | +7.0% | 1.112% | |
5/7/2025 | N.E.W. Advisory Services LLC | 2,647 | $167K | 0.0% | N/A | 0.020% | |
5/7/2025 | LPL Financial LLC | 45,673 | $2.87M | 0.0% | +14.4% | 0.343% | |
5/6/2025 | Cetera Investment Advisers | 6,298 | $396K | 0.0% | +15.5% | 0.047% | |
5/6/2025 | DeDora Capital Inc. | 154,270 | $9.71M | 2.8% | -10.6% | 1.160% | |
5/5/2025 | Private Advisor Group LLC | 8,550 | $538K | 0.0% | +42.6% | 0.064% | |
5/2/2025 | Wealthfront Advisers LLC | 133,973 | $8.43M | 0.0% | +7.9% | 1.007% | |
5/2/2025 | Whittier Trust Co. | 7,796 | $491K | 0.0% | -51.7% | 0.059% | |
5/1/2025 | CWM LLC | 10,176 | $640K | 0.0% | N/A | 0.077% | |
4/30/2025 | Cerity Partners LLC | 55,915 | $3.52M | 0.0% | +12.8% | 0.420% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,487 | $94K | 0.0% | N/A | 0.011% | |
4/30/2025 | Allworth Financial LP | 13,960 | $870K | 0.0% | -1.7% | 0.105% | |
4/29/2025 | Envestnet Asset Management Inc. | 242,863 | $15.28M | 0.0% | +1.3% | 1.826% | |
4/29/2025 | Novare Capital Management LLC | 11,405 | $718K | 0.1% | +5.1% | 0.086% | |
4/28/2025 | Meritage Portfolio Management | 4,558 | $287K | 0.0% | N/A | 0.034% | |
4/28/2025 | Equita Financial Network Inc. | 6,389 | $402K | 0.1% | +48.4% | 0.048% | |
4/28/2025 | BetterWealth LLC | 22,768 | $1.43M | 0.4% | -29.7% | 0.171% | |
4/24/2025 | Financial Futures Ltd Liability Co. | 6,910 | $435K | 0.2% | +8.5% | 0.052% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 10,042 | $632K | 0.0% | +8.0% | 0.076% | |
4/22/2025 | Synergy Asset Management LLC | 3,944 | $248K | 0.0% | N/A | 0.030% | |
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4/21/2025 | River Street Advisors LLC | 3,196 | $201K | 0.1% | -20.0% | 0.024% | |
4/17/2025 | Stephens Consulting LLC | 21,812 | $1.37M | 0.3% | +66.3% | 0.164% | |
4/17/2025 | Hanson & Doremus Investment Management | 157,799 | $9.93M | 1.5% | +3.3% | 1.186% | |
4/17/2025 | Stewardship Advisors LLC | 95,866 | $6.03M | 1.6% | +623.7% | 0.721% | |
4/16/2025 | Farrell Financial LLC | 11,340 | $714K | 0.5% | +17.0% | 0.085% | |
4/14/2025 | Charter Oak Capital Management LLC | 3,501 | $220K | 0.0% | N/A | 0.026% | |
4/10/2025 | Level Financial Advisors | 18,077 | $1.14M | 0.4% | +3.7% | 0.136% | |
4/9/2025 | ST Germain D J Co. Inc. | 46,977 | $2.96M | 0.1% | +9.2% | 0.353% | |
4/9/2025 | Shotwell Rutter Baer Inc | 7,814 | $491K | 0.4% | +8.0% | 0.059% | |
3/3/2025 | American Investment Services Inc. | 4,963 | $308K | 0.1% | +39.7% | 0.038% | |