5/1/2025 | Kathmere Capital Management LLC | 5,215 | $595K | 0.1% | +17.8% | 0.080% | |
4/30/2025 | Cerity Partners LLC | 11,858 | $1.35M | 0.0% | -6.7% | 0.181% | |
4/30/2025 | Hara Capital LLC | 964 | $110K | 0.1% | -54.4% | 0.015% | |
4/30/2025 | Leavell Investment Management Inc. | 21,500 | $2.45M | 0.1% | -1.8% | 0.329% | |
4/30/2025 | Crossmark Global Holdings Inc. | 2,708 | $309K | 0.0% | N/A | 0.041% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,766 | $657K | 0.0% | -5.8% | 0.088% | |
4/29/2025 | CoreFirst Bank & Trust | 9,389 | $1.07M | 0.7% | +15.3% | 0.144% | |
4/28/2025 | Sterling Manor Financial LLC | 72,058 | $8.22M | 5.9% | -34.7% | 1.102% | |
4/28/2025 | Smart Money Group LLC | 2,970 | $339K | 0.3% | -90.9% | 0.045% | |
4/25/2025 | MorganRosel Wealth Management LLC | 55,542 | $6.33M | 1.9% | +1.3% | 0.849% | |
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4/25/2025 | Essex Financial Services Inc. | 3,398 | $387K | 0.0% | +56.7% | 0.052% | |
4/23/2025 | Sequoia Financial Advisors LLC | 89,478 | $10.20M | 0.1% | +6.6% | 1.368% | |
4/22/2025 | Compass Ion Advisors LLC | 1,984 | $226K | 0.0% | -21.1% | 0.030% | |
4/17/2025 | Fortis Advisors LLC | 26,875 | $3.06M | 2.0% | +0.6% | 0.406% | |
4/16/2025 | Armbruster Capital Management Inc. | 423,961 | $48.33M | 9.6% | +0.8% | 6.404% | |
4/15/2025 | Rockingstone Advisors LLC | 6,148 | $701K | 0.3% | -19.7% | 0.093% | |
4/14/2025 | UMB Bank n.a. | 53,931 | $6.15M | 0.1% | -7.0% | 0.815% | |
4/9/2025 | Anderson Hoagland & Co. | 260,250 | $29.67M | 3.7% | -2.7% | 3.931% | |
3/14/2025 | Hara Capital LLC | 2,116 | $250K | 0.2% | -32.4% | 0.031% | |
3/12/2025 | Northstar Financial Companies Inc. | 1,702 | $201K | 0.2% | N/A | 0.025% | |
3/12/2025 | Centaurus Financial Inc. | 5,692 | $674K | 0.0% | +2.8% | 0.083% | |
2/18/2025 | McIlrath & Eck LLC | 22,539 | $2.67M | 0.3% | -12.4% | 0.374% | |
2/17/2025 | Two Sigma Investments LP | 12,900 | $1.53M | 0.0% | -34.8% | 0.214% | |
2/17/2025 | Quantinno Capital Management LP | 2,163 | $256K | 0.0% | -25.9% | 0.036% | |
2/17/2025 | EP Wealth Advisors LLC | 36,461 | $4.32M | 0.0% | -3.1% | 0.605% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 5,556 | $658K | 0.0% | -19.3% | 0.092% | |
2/14/2025 | Jane Street Group LLC | 4,110 | $487K | 0.0% | N/A | 0.068% | |
2/14/2025 | Long Island Wealth Management Inc. | 7,120 | $843K | 0.5% | +3.2% | 0.118% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,365 | $280K | 0.0% | N/A | 0.039% | |
2/13/2025 | NewEdge Advisors LLC | 51,107 | $6.05M | 0.0% | -0.8% | 0.848% | |
2/13/2025 | Keystone Financial Group | 8,019 | $949K | 0.1% | N/A | 0.133% | |
2/13/2025 | Raymond James Financial Inc. | 66,277 | $7.85M | 0.0% | N/A | 1.099% | |
2/13/2025 | Envestnet Asset Management Inc. | 6,124 | $725K | 0.0% | -12.1% | 0.102% | |
2/12/2025 | Milestone Investment Advisors LLC | 695 | $82K | 0.0% | -83.8% | 0.012% | |
2/12/2025 | RWA Wealth Partners LLC | 534,554 | $63.28M | 0.8% | -11.0% | 8.865% | |
2/12/2025 | Orion Portfolio Solutions LLC | 3,606 | $427K | 0.0% | -6.2% | 0.060% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 27,658 | $3.27M | 0.0% | +91.0% | 0.459% | |
2/11/2025 | CoreFirst Bank & Trust | 8,144 | $964K | 0.6% | N/A | 0.135% | |
2/11/2025 | LPL Financial LLC | 9,546 | $1.13M | 0.0% | +7.8% | 0.158% | |
2/11/2025 | Stokes Family Office LLC | 50,084 | $5.93M | 0.6% | +1.5% | 0.831% | |
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2/10/2025 | Commonwealth Equity Services LLC | 9,449 | $1.12M | 0.0% | +64.2% | 0.157% | |
2/10/2025 | Parkworth Wealth Management Inc. | 8,487 | $1.01M | 0.8% | N/A | 0.141% | |
2/7/2025 | Sequoia Financial Advisors LLC | 83,967 | $9.94M | 0.1% | N/A | 1.392% | |
2/6/2025 | Raymond James Financial Inc. | 66,277 | $7.85M | 0.0% | N/A | 1.099% | |
2/5/2025 | Parkside Financial Bank & Trust | 2,487 | $294K | 0.0% | +42.7% | 0.041% | |
2/4/2025 | MorganRosel Wealth Management LLC | 54,815 | $6.49M | 2.1% | -4.9% | 0.909% | |
1/31/2025 | Hara Capital LLC | 2,656 | $314K | 0.2% | -15.1% | 0.044% | |
1/29/2025 | Leavell Investment Management Inc. | 21,900 | $2.59M | 0.1% | +0.7% | 0.363% | |
1/29/2025 | Essex Financial Services Inc. | 2,168 | $257K | 0.0% | +28.1% | 0.036% | |
1/24/2025 | Sterling Manor Financial LLC | 110,330 | $13.06M | 9.1% | -2.4% | 1.830% | |
1/22/2025 | Lebenthal Global Advisors LLC | 25,805 | $3.06M | 0.6% | N/A | 0.428% | |
1/22/2025 | Armbruster Capital Management Inc. | 420,646 | $49.80M | 10.1% | +0.9% | 6.976% | |
1/22/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,119 | $369K | 0.0% | N/A | 0.052% | |
1/21/2025 | Anderson Hoagland & Co. | 267,415 | $32.83M | 3.4% | +0.9% | 4.435% | |
1/16/2025 | UMB Bank n.a. | 57,961 | $6.86M | 0.1% | +0.5% | 0.961% | |
1/14/2025 | Rockingstone Advisors LLC | 7,653 | $906K | 0.4% | -32.6% | 0.127% | |
1/14/2025 | Kathmere Capital Management LLC | 4,427 | $524K | 0.0% | +2.9% | 0.073% | |
1/14/2025 | Fortis Advisors LLC | 26,706 | $3.16M | 2.1% | +2.2% | 0.443% | |
1/10/2025 | Graypoint LLC | 2,419 | $286K | 0.0% | -3.4% | 0.040% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 6,415 | $773K | 0.0% | +73.8% | 0.106% | |
11/19/2024 | McIlrath & Eck LLC | 25,741 | $3.10M | 0.4% | -1.4% | 0.427% | |
11/15/2024 | Orion Portfolio Solutions LLC | 3,844 | $463K | 0.0% | -12.1% | 0.064% | |
11/15/2024 | National Bank of Canada FI | 1,159 | $140K | 0.0% | +18.0% | 0.019% | |
11/15/2024 | EP Wealth Advisors LLC | 37,639 | $4.54M | 0.0% | -15.1% | 0.624% | |
11/15/2024 | Quantinno Capital Management LP | 2,918 | $352K | 0.0% | N/A | 0.048% | |
11/13/2024 | D.A. Davidson & CO. | 5,720 | $689K | 0.0% | -2.6% | 0.095% | |
11/12/2024 | Centaurus Financial Inc. | 5,539 | $668K | 0.0% | +7.8% | 0.092% | |
11/12/2024 | Cerity Partners LLC | 12,700 | $1.53M | 0.0% | -9.6% | 0.211% | |
11/8/2024 | Etfidea LLC | 3,550 | $428K | 0.1% | -7.0% | 0.059% | |
11/7/2024 | Fortis Advisors LLC | 26,122 | $3.15M | 2.0% | -53.2% | 0.433% | |
11/1/2024 | Leavell Investment Management Inc. | 21,750 | $2.62M | 0.1% | +314.3% | 0.361% | |
10/31/2024 | Western Pacific Wealth Management LP | 1,065 | $128K | 0.1% | N/A | 0.018% | |
10/31/2024 | Graypoint LLC | 2,504 | $302K | 0.0% | -4.8% | 0.042% | |
10/30/2024 | Milestone Investment Advisors LLC | 4,297 | $518K | 0.1% | +24.1% | 0.071% | |
10/24/2024 | Sterling Manor Financial LLC | 113,025 | $13.62M | 9.2% | -1.6% | 1.874% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 3,690 | $445K | 0.0% | -31.7% | 0.061% | |
10/19/2024 | Compass Ion Advisors LLC | 2,596 | $313K | 0.0% | -7.2% | 0.043% | |
10/18/2024 | Lam Group Inc. | 2,000 | $241K | 0.2% | -10.3% | 0.033% | |
10/10/2024 | MorganRosel Wealth Management LLC | 57,634 | $6.95M | 2.3% | -2.8% | 0.956% | |
10/9/2024 | UMB Bank n.a. | 57,677 | $6.95M | 0.1% | -1.9% | 0.957% | |
10/8/2024 | Sovereign Financial Group Inc. | 12,849 | $1.55M | 0.4% | +8.3% | 0.213% | |
10/8/2024 | Rockingstone Advisors LLC | 11,350 | $1.37M | 0.7% | +1.1% | 0.188% | |
10/8/2024 | Anderson Hoagland & Co. | 265,107 | $31.96M | 3.3% | +0.5% | 4.396% | |
9/23/2024 | Centaurus Financial Inc. | 5,137 | $581K | 0.0% | +3.9% | 0.085% | |
8/19/2024 | EP Wealth Advisors LLC | 44,308 | $5.01M | 0.1% | -4.0% | 0.735% | |
8/16/2024 | NewEdge Advisors LLC | 65,305 | $7.38M | 0.1% | +3,606.3% | 1.083% | |
8/16/2024 | Kathmere Capital Management LLC | 4,251 | $481K | 0.1% | +2.3% | 0.070% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 7,099 | $803K | 0.0% | -7.4% | 0.118% | |
7/31/2024 | Graypoint LLC | 2,630 | $297K | 0.0% | -34.7% | 0.044% | |
7/31/2024 | Commonwealth Equity Services LLC | 5,390 | $610K | 0.0% | +50.9% | 0.089% | |
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7/29/2024 | Hara Capital LLC | 3,205 | $362K | 0.2% | -3.0% | 0.053% | |
7/29/2024 | Armbruster Capital Management Inc. | 426,742 | $48.25M | 10.0% | -0.5% | 7.077% | |
7/29/2024 | UMB Bank n.a. | 58,774 | $6.65M | 0.1% | +0.7% | 0.975% | |
7/26/2024 | Sterling Manor Financial LLC | 114,855 | $12.99M | 9.9% | -11.3% | 1.905% | |
7/17/2024 | Rockingstone Advisors LLC | 11,225 | $1.27M | 0.7% | -1.6% | 0.186% | |
7/15/2024 | MorganRosel Wealth Management LLC | 59,295 | $6.70M | 2.4% | +5.7% | 0.983% | |
7/10/2024 | Anderson Hoagland & Co. | 263,708 | $29.36M | 3.1% | +1.3% | 4.373% | |
7/5/2024 | Stokes Family Office LLC | 46,784 | $5.29M | 0.6% | +7.1% | 0.776% | |
5/15/2024 | CoreFirst Bank & Trust | 2,779 | $332K | 0.2% | -25.4% | 0.046% | |
5/14/2024 | EP Wealth Advisors LLC | 46,169 | $5.51M | 0.1% | +0.2% | 0.766% | |