5/1/2025 | Fidelis Capital Partners LLC | 5,009 | $617K | 0.1% | -2.1% | 0.011% | |
4/30/2025 | Clarity Wealth Advisors LLC | 10,489 | $1.34M | 0.4% | -16.2% | 0.024% | |
4/30/2025 | Weil Company Inc. | 1,606 | $205K | 0.1% | -29.5% | 0.004% | |
4/30/2025 | Cerity Partners LLC | 49,067 | $6.28M | 0.0% | -3.7% | 0.111% | |
4/30/2025 | Telos Capital Management Inc. | 10,900 | $1.39M | 0.2% | -0.9% | 0.025% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 236 | $30K | 0.0% | N/A | 0.001% | |
4/30/2025 | Allworth Financial LP | 1,749 | $217K | 0.0% | -16.4% | 0.004% | |
4/30/2025 | Capital Insight Partners LLC | 16,229 | $2.08M | 0.4% | +2.3% | 0.037% | |
4/30/2025 | Rogco LP | 231 | $30K | 0.0% | -67.0% | 0.001% | |
4/30/2025 | First Interstate Bank | 37,377 | $4.78M | 0.3% | -5.7% | 0.085% | |
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4/30/2025 | M&T Bank Corp | 1,910 | $244K | 0.0% | -53.2% | 0.004% | |
4/30/2025 | Stratos Wealth Partners LTD. | 6,935 | $887K | 0.0% | -14.4% | 0.016% | |
4/30/2025 | NTV Asset Management LLC | 54,433 | $6.96M | 0.9% | +0.2% | 0.123% | |
4/30/2025 | Brown Advisory Inc. | 80,510 | $10.30M | 0.0% | -0.7% | 0.182% | |
4/30/2025 | Harbour Investment Management LLC | 41,149 | $5.26M | 2.4% | -0.8% | 0.093% | |
4/29/2025 | Security National Bank of SO Dak | 10,180 | $1.30M | 0.7% | -2.7% | 0.023% | |
4/29/2025 | Financial Counselors Inc. | 3,600 | $460K | 0.0% | -3.0% | 0.008% | |
4/29/2025 | TD Private Client Wealth LLC | 2,956 | $378K | 0.0% | +7.6% | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 53,028 | $6.78M | 0.0% | -6.9% | 0.120% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 2,175 | $278K | 0.1% | -12.1% | 0.005% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 7,640 | $977K | 0.1% | -2.7% | 0.017% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,523 | $579K | 0.0% | +9.0% | 0.010% | |
4/29/2025 | HM Payson & Co. | 245 | $31K | 0.0% | -72.2% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 7,054 | $902K | 0.0% | -6.2% | 0.016% | |
4/29/2025 | Olde Wealth Management LLC | 854 | $109K | 0.0% | N/A | 0.002% | |
4/29/2025 | OneDigital Investment Advisors LLC | 7,003 | $896K | 0.0% | -20.9% | 0.016% | |
4/28/2025 | North Capital Inc. | 789 | $101K | 0.1% | N/A | 0.002% | |
4/28/2025 | Mutual Advisors LLC | 9,089 | $1.12M | 0.0% | -2.3% | 0.021% | |
4/28/2025 | Audent Global Asset Management LLC | 25,552 | $3.27M | 2.7% | -6.9% | 0.058% | |
4/28/2025 | Milestone Investment Advisors LLC | 8,102 | $1.04M | 0.3% | +17.6% | 0.018% | |
4/28/2025 | Private Trust Co. NA | 453 | $58K | 0.0% | -26.1% | 0.001% | |
4/28/2025 | Pinnacle Financial Partners Inc | 2,400 | $307K | 0.0% | -10.6% | 0.005% | |
4/28/2025 | Kanawha Capital Management LLC | 8,643 | $1.11M | 0.1% | -3.3% | 0.020% | |
4/28/2025 | Keybank National Association OH | 19,390 | $2.48M | 0.0% | -1.9% | 0.044% | |
4/28/2025 | Vontobel Holding Ltd. | 5,123 | $655K | 0.0% | +73.1% | 0.012% | |
4/25/2025 | Westside Investment Management Inc. | 18,430 | $2.35M | 0.5% | +8.7% | 0.042% | |
4/25/2025 | WASHINGTON TRUST Co | 400 | $51K | 0.0% | -22.5% | 0.001% | |
4/25/2025 | Valley National Advisers Inc. | 3,389 | $433K | 0.1% | -19.0% | 0.008% | |
4/25/2025 | Ameritas Advisory Services LLC | 30,876 | $3.96M | 0.2% | +6.1% | 0.070% | |
4/25/2025 | Albion Financial Group UT | 123,821 | $15.84M | 1.1% | -3.8% | 0.280% | |
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4/25/2025 | Essex Financial Services Inc. | 6,704 | $857K | 0.1% | -3.7% | 0.015% | |
4/25/2025 | McGuire Investment Group LLC | 59,752 | $7.64M | 1.1% | -11.3% | 0.135% | |
4/25/2025 | Sicart Associates LLC | 45,503 | $5.82M | 2.0% | -1.2% | 0.103% | |
4/24/2025 | Sunbelt Securities Inc. | 207 | $26K | 0.0% | -53.2% | 0.000% | |
4/24/2025 | Crescent Grove Advisors LLC | 32,402 | $4.14M | 0.4% | -5.7% | 0.073% | |
4/24/2025 | Tsfg LLC | 332 | $42K | 0.0% | -29.7% | 0.001% | |
4/24/2025 | First Merchants Corp | 5,383 | $688K | 0.0% | -2.7% | 0.012% | |
4/23/2025 | Madrona Financial Services LLC | 81,150 | $10.38M | 2.9% | +153.0% | 0.184% | |
4/23/2025 | Sequoia Financial Advisors LLC | 3,684 | $471K | 0.0% | +14.9% | 0.008% | |
4/23/2025 | SOL Capital Management CO | 37,880 | $4.85M | 0.5% | +18.5% | 0.086% | |
4/23/2025 | Tyche Wealth Partners LLC | 4,050 | $518K | 0.1% | -4.3% | 0.009% | |
4/23/2025 | Alpine Bank Wealth Management | 585 | $75K | 0.0% | N/A | 0.001% | |
4/23/2025 | HBK Sorce Advisory LLC | 1,640 | $210K | 0.0% | -25.3% | 0.004% | |
4/23/2025 | Golden State Wealth Management LLC | 1,916 | $245K | 0.0% | +97.7% | 0.004% | |
4/23/2025 | Spire Wealth Management | 3,690 | $472K | 0.0% | -13.7% | 0.008% | |
4/23/2025 | Valicenti Advisory Services Inc. | 15,070 | $1.93M | 0.5% | -3.5% | 0.034% | |
4/23/2025 | Global Assets Advisory LLC | 7,315 | $866K | 0.2% | +255.6% | 0.017% | |
4/23/2025 | International Assets Investment Management LLC | 3,135 | $401K | 0.0% | -3.8% | 0.007% | |
4/23/2025 | Harbour Capital Advisors LLC | 5,563 | $689K | 0.2% | -2.9% | 0.013% | |
4/23/2025 | Community Financial Services Group LLC | 3,624 | $464K | 0.1% | -7.6% | 0.008% | |
4/23/2025 | Mascagni Wealth Management Inc. | 1,918 | $254K | 0.2% | +18.4% | 0.004% | |
4/23/2025 | Chapin Davis Inc. | 2,147 | $275K | 0.1% | -5.2% | 0.005% | |
4/23/2025 | Eagle Strategies LLC | 12,800 | $1.64M | 0.3% | +10.2% | 0.029% | |
4/23/2025 | Valmark Advisers Inc. | 2,434 | $311K | 0.0% | +57.8% | 0.006% | |
4/23/2025 | Oppenheimer & Co. Inc. | 34,363 | $4.40M | 0.1% | -27.4% | 0.078% | |
4/22/2025 | Runnymede Capital Advisors Inc. | 1,610 | $206K | 0.2% | -8.6% | 0.004% | |
4/22/2025 | Pursue Wealth Partners LLC | 11,137 | $1.42M | 0.9% | -13.8% | 0.025% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 67,580 | $8.64M | 0.0% | -2.4% | 0.153% | |
4/22/2025 | WealthCare Investment Partners LLC | 12,012 | $1.41M | 0.6% | +16.1% | 0.027% | |
4/22/2025 | Ellis Investment Partners LLC | 3,504 | $448K | 0.1% | -4.5% | 0.008% | |
4/22/2025 | Garde Capital Inc. | 279 | $36K | 0.0% | N/A | 0.001% | |
4/22/2025 | Canton Hathaway LLC | 14,461 | $1.85M | 0.4% | +45.2% | 0.033% | |
4/22/2025 | Appleton Partners Inc. MA | 78,382 | $10.03M | 0.8% | +3.4% | 0.178% | |
4/22/2025 | PFG Investments LLC | 5,764 | $737K | 0.0% | -38.1% | 0.013% | |
4/22/2025 | Dale Q Rice Investment Management Ltd | 5,793 | $741K | 0.4% | -1.8% | 0.013% | |
4/22/2025 | Carret Asset Management LLC | 2,569 | $329K | 0.0% | -7.7% | 0.006% | |
4/22/2025 | Advisor Resource Council | 2,006 | $257K | 0.0% | N/A | 0.005% | |
4/21/2025 | Avior Wealth Management LLC | 7,578 | $969K | 0.0% | +2.6% | 0.017% | |
4/21/2025 | Means Investment CO. Inc. | 9,323 | $1.19M | 0.1% | -9.7% | 0.021% | |
4/21/2025 | GFS Advisors LLC | 1,959 | $251K | 0.1% | -13.3% | 0.004% | |
4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,095 | $273K | 0.0% | -9.3% | 0.005% | |
4/21/2025 | CWA Asset Management Group LLC | 5,702 | $729K | 0.0% | +97.3% | 0.013% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,532 | $570K | 0.0% | +81.2% | 0.010% | |
4/18/2025 | Shepherd Financial Partners LLC | 6,746 | $863K | 0.1% | +3.8% | 0.015% | |
4/18/2025 | CENTRAL TRUST Co | 13,859 | $1.77M | 0.0% | -3.0% | 0.031% | |
4/18/2025 | Pacific Capital Wealth Advisors Inc. | 19,624 | $2.51M | 0.4% | -62.4% | 0.044% | |
4/17/2025 | NBT Bank N A NY | 28,291 | $3.62M | 0.3% | -2.4% | 0.063% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 2,472 | $316K | 0.0% | -9.4% | 0.006% | |
4/17/2025 | RS Crum Inc. | 9,451 | $1.21M | 0.3% | -2.1% | 0.021% | |
4/17/2025 | QRG Capital Management Inc. | 2,314 | $296K | 0.0% | N/A | 0.005% | |
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4/17/2025 | Sowell Financial Services LLC | 2,854 | $365K | 0.0% | N/A | 0.006% | |
4/17/2025 | Janney Montgomery Scott LLC | 50,457 | $6.45M | 0.0% | -21.5% | 0.113% | |
4/17/2025 | Mission Wealth Management LP | 2,292 | $293K | 0.0% | -24.8% | 0.005% | |
4/17/2025 | Solstein Capital LLC | 330 | $42K | 0.0% | -34.7% | 0.001% | |
4/17/2025 | Hanson & Doremus Investment Management | 2,481 | $317K | 0.0% | -6.2% | 0.006% | |
4/17/2025 | Acropolis Investment Management LLC | 7,258 | $928K | 0.1% | -3.6% | 0.016% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 16,280 | $2.08M | 0.0% | -5.8% | 0.036% | |
4/17/2025 | Brighton Jones LLC | 1,769 | $226K | 0.0% | +16.6% | 0.004% | |
4/17/2025 | Pacific Sun Financial Corp | 4,377 | $560K | 0.3% | -8.7% | 0.010% | |
4/17/2025 | Massachusetts Wealth Management | 2,490 | $318K | 0.2% | +21.8% | 0.006% | |