7/25/2025 | Index Fund Advisors Inc. | 365,272 | $10.95M | 0.6% | +9.6% | 1.050% | |
7/25/2025 | Tranquility Partners LLC | 15,724 | $472K | 0.2% | +2.3% | 0.045% | |
7/24/2025 | Vantage Point Financial LLC | 46,844 | $1.41M | 0.6% | +6.7% | 0.135% | |
7/24/2025 | Wealth Advisors Northwest LLC | 85,045 | $2.55M | 1.3% | +2.9% | 0.244% | |
7/23/2025 | Abel Hall LLC | 54,856 | $1.65M | 0.8% | -6.8% | 0.158% | |
7/23/2025 | Sax Wealth Advisors LLC | 69,332 | $2.08M | 0.1% | +28.9% | 0.199% | |
7/23/2025 | First Financial Group Corp | 9,380 | $281K | 0.3% | +23.7% | 0.027% | |
7/22/2025 | Sutton Place Investors LLC | 10,454 | $314K | 0.2% | +18.7% | 0.030% | |
7/22/2025 | Firethorn Wealth Partners LLC | 12,702 | $381K | 0.2% | -3.6% | 0.037% | |
7/21/2025 | Family CFO Inc | 15,413 | $462K | 0.2% | +408.7% | 0.044% | |
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7/21/2025 | Mattern Capital Management LLC | 7,513 | $225K | 0.0% | N/A | 0.022% | |
7/21/2025 | Triad Wealth Partners LLC | 9,790 | $294K | 0.1% | N/A | 0.028% | |
7/18/2025 | Heritage Financial Services LLC | 86,021 | $2.58M | 0.2% | -1.7% | 0.247% | |
7/18/2025 | PBMares Wealth Management LLC | 168,304 | $5.05M | 0.9% | -4.4% | 0.484% | |
7/17/2025 | Eagle Wealth Strategies LLC | 470,016 | $14.10M | 7.9% | -0.3% | 1.351% | |
7/17/2025 | DiNuzzo Private Wealth Inc. | 225,906 | $6.78M | 0.8% | +3.0% | 0.649% | |
7/17/2025 | Janney Montgomery Scott LLC | 474,303 | $14.22M | 0.0% | +2.8% | 1.363% | |
7/17/2025 | Oceanside Advisors LLC | 28,109 | $843K | 0.6% | -9.2% | 0.081% | |
7/17/2025 | Applied Capital LLC | 51,695 | $1.55M | 0.7% | -15.8% | 0.149% | |
7/17/2025 | Lazari Capital Management Inc. | 7,667 | $230K | 0.1% | -7.8% | 0.022% | |
7/17/2025 | Porter White Investment Advisors Inc. | 31,917 | $957K | 0.4% | -19.9% | 0.092% | |
7/17/2025 | XY Planning Network Inc. | 9,687 | $291K | 0.1% | N/A | 0.028% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 33,647 | $1.01M | 0.7% | +12.6% | 0.097% | |
7/16/2025 | Vestia Personal Wealth Advisors | 96,718 | $2.90M | 1.9% | +8.0% | 0.278% | |
7/16/2025 | Moisand Fitzgerald Tamayo LLC | 18,151 | $544K | 0.1% | -2.1% | 0.052% | |
7/16/2025 | Blue Oak Capital LLC | 85,789 | $2.57M | 1.4% | +5.4% | 0.247% | |
7/16/2025 | Perigon Wealth Management LLC | 52,354 | $1.57M | 0.0% | -12.4% | 0.150% | |
7/15/2025 | Verum Partners LLC | 89,314 | $2.68M | 0.6% | -2.1% | 0.257% | |
7/15/2025 | Evanson Asset Management LLC | 476,845 | $14.30M | 0.9% | +4.1% | 1.370% | |
7/15/2025 | Boyce & Associates Wealth Consulting Inc. | 67,175 | $2.02M | 1.8% | -22.2% | 0.193% | |
7/15/2025 | Marquette Asset Management LLC | 654,800 | $19.64M | 3.3% | +1.9% | 1.882% | |
7/15/2025 | Family Investment Center Inc. | 104,279 | $3.13M | 0.7% | +3.4% | 0.300% | |
7/15/2025 | Cordant Inc. | 162,708 | $4.88M | 2.4% | -10.4% | 0.468% | |
7/14/2025 | Maryland Capital Advisors Inc. | 126,576 | $3.80M | 1.5% | +3.5% | 0.364% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 26,992 | $809K | 0.0% | -5.9% | 0.078% | |
7/14/2025 | Shearwater Capital LLC | 6,967 | $209K | 0.1% | N/A | 0.020% | |
7/11/2025 | Farther Finance Advisors LLC | 71,734 | $2.15M | 0.0% | +15.6% | 0.206% | |
7/10/2025 | White Wing Wealth Management | 72,883 | $2.19M | 1.5% | -1.6% | 0.209% | |
7/9/2025 | Graves Light Lenhart Wealth Inc. | 323,304 | $9.70M | 1.2% | +2.8% | 0.929% | |
7/9/2025 | Breakwater Capital Group | 149,737 | $4.49M | 0.7% | -4.3% | 0.430% | |
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7/9/2025 | Alesco Advisors LLC | 320,787 | $9.62M | 0.3% | +14.2% | 0.922% | |
7/7/2025 | Versant Capital Management Inc | 57,306 | $1.72M | 0.3% | +8.6% | 0.165% | |
7/3/2025 | Lam Group Inc. | 84,585 | $2.54M | 1.7% | +0.6% | 0.243% | |
6/6/2025 | Blue Oak Capital LLC | 81,390 | $2.20M | 1.2% | +4.7% | 0.235% | |
5/30/2025 | Porter White Investment Advisors Inc. | 39,832 | $1.08M | 0.5% | N/A | 0.115% | |
5/20/2025 | Focus Partners Wealth | 13,270 | $359K | 0.0% | -2.9% | 0.038% | |
5/20/2025 | Integrity Alliance LLC. | 100,169 | $2.71M | 0.1% | N/A | 0.289% | |
5/19/2025 | Jane Street Group LLC | 673,257 | $18.21M | 0.0% | +94.1% | 1.940% | |
5/16/2025 | Jones Financial Companies Lllp | 404,808 | $10.97M | 0.0% | +54.4% | 1.150% | |
5/16/2025 | NewEdge Advisors LLC | 151,343 | $4.09M | 0.0% | -8.1% | 0.430% | |
5/16/2025 | Ancora Advisors LLC | 3,668 | $99K | 0.0% | -41.3% | 0.010% | |
5/15/2025 | EP Wealth Advisors LLC | 45,510 | $1.23M | 0.0% | -52.0% | 0.129% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 16,979 | $459K | 0.0% | N/A | 0.048% | |
5/15/2025 | Royal Bank of Canada | 25,935 | $702K | 0.0% | +21.6% | 0.074% | |
5/15/2025 | Betterment LLC | 200,687 | $5.43M | 0.0% | +57.5% | 0.570% | |
5/15/2025 | Baird Financial Group Inc. | 22,608 | $612K | 0.0% | N/A | 0.064% | |
5/15/2025 | Tortoise Investment Management LLC | 161,936 | $4.38M | 0.5% | +19.7% | 0.460% | |
5/14/2025 | Jane Street Group LLC | 673,257 | $18.21M | 0.0% | +94.1% | 1.913% | |
5/14/2025 | Comerica Bank | 3,713 | $100K | 0.0% | +170.0% | 0.011% | |
5/14/2025 | Freedom Investment Management Inc. | 427,358 | $11.56M | 1.0% | -0.5% | 1.214% | |
5/14/2025 | Sax Wealth Advisors LLC | 53,803 | $1.46M | 0.1% | +20.6% | 0.153% | |
5/14/2025 | Kestra Advisory Services LLC | 38,184 | $1.03M | 0.0% | -2.1% | 0.108% | |
5/14/2025 | Elevate Wealth Advisory Inc. | 3,507 | $95K | 0.1% | -47.7% | 0.010% | |
5/14/2025 | Heritage Financial Services LLC | 87,476 | $2.37M | 0.2% | -31.3% | 0.249% | |
5/14/2025 | Sensible Money LLC | 636,963 | $17.23M | 7.4% | +6.6% | 1.810% | |
5/13/2025 | Raymond James Financial Inc. | 834,175 | $22.56M | 0.0% | +8.4% | 2.370% | |
5/13/2025 | American Investment Services Inc. | 11,692 | $316K | 0.1% | +14.4% | 0.033% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 202,881 | $5.49M | 0.1% | +10.2% | 0.576% | |
5/13/2025 | HighTower Advisors LLC | 908,089 | $24.56M | 0.0% | -0.8% | 2.580% | |
5/12/2025 | Aveo Capital Partners LLC | 209,577 | $5.74M | 0.9% | -17.2% | 0.595% | |
5/12/2025 | Alesco Advisors LLC | 280,839 | $7.60M | 0.2% | +8.8% | 0.798% | |
5/9/2025 | Chicago Partners Investment Group LLC | 81,658 | $2.24M | 0.1% | -2.8% | 0.232% | |
5/9/2025 | Pinney & Scofield Inc. | 44,226 | $1.20M | 0.9% | +8.3% | 0.126% | |
5/9/2025 | Exencial Wealth Advisors LLC | 490,765 | $13.28M | 0.5% | +11.1% | 1.394% | |
5/8/2025 | US Bancorp DE | 1,407 | $38K | 0.0% | N/A | 0.004% | |
5/8/2025 | Natixis Advisors LLC | 16,510 | $447K | 0.0% | N/A | 0.047% | |
5/7/2025 | Schubert & Co | 34,297 | $928K | 0.6% | +21.1% | 0.097% | |
5/6/2025 | Avantax Advisory Services Inc. | 10,864 | $294K | 0.0% | N/A | 0.031% | |
5/6/2025 | Unison Advisors LLC | 19,703 | $533K | 0.1% | -6.3% | 0.056% | |
5/6/2025 | Opes Wealth Management LLC | 330,681 | $8.95M | 1.8% | -2.1% | 0.939% | |
5/6/2025 | Maryland Capital Advisors Inc. | 122,260 | $3.31M | 1.5% | +11.8% | 0.347% | |
5/6/2025 | AE Wealth Management LLC | 267,368 | $7.23M | 0.1% | +9.3% | 0.760% | |
5/6/2025 | Blume Capital Management Inc. | 257,048 | $6.95M | 1.6% | +6.5% | 0.730% | |
5/6/2025 | Abel Hall LLC | 58,854 | $1.59M | 1.0% | +6.6% | 0.167% | |
5/6/2025 | Golden Bell Financial Planning LLC | 66,829 | $1.81M | 1.8% | +34.4% | 0.190% | |
5/2/2025 | Dravo Bay LLC | 98,017 | $2.65M | 1.4% | -4.7% | 0.278% | |
5/2/2025 | Pettinga Financial Advisors LLC | 16,260 | $440K | 0.1% | +23.8% | 0.046% | |
5/2/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 81,801 | $2.21M | 0.5% | +6.5% | 0.232% | |
5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 86,365 | $2.34M | 2.3% | +6.8% | 0.245% | |
5/2/2025 | Strata Wealth Advisors LLC | 476,403 | $12.89M | 4.0% | +1,191.4% | 1.353% | |
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5/1/2025 | Asset Dedication LLC | 2,525,043 | $68.30M | 5.5% | +1.7% | 7.173% | |
5/1/2025 | United Wealth Management LLC | 149,525 | $4.05M | 1.3% | +20.4% | 0.425% | |
5/1/2025 | Acorn Wealth Advisors LLC | 8,934 | $242K | 0.1% | +6.9% | 0.025% | |
4/30/2025 | Vestia Personal Wealth Advisors | 89,587 | $2.42M | 1.8% | +26.7% | 0.255% | |
4/30/2025 | Phillips Financial Management LLC | 5,515 | $149K | 0.0% | +10.8% | 0.016% | |
4/30/2025 | TRU Independence Asset Management 2 LLC | 29,871 | $808K | 0.6% | +35.1% | 0.085% | |
4/30/2025 | Astra Wealth Partners LLC | 82,722 | $2.24M | 2.1% | +3.1% | 0.235% | |
4/30/2025 | Allworth Financial LP | 75,970 | $2.03M | 0.0% | -1.7% | 0.216% | |
4/30/2025 | Index Fund Advisors Inc. | 333,225 | $9.01M | 0.6% | +7.1% | 0.947% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 28,684 | $776K | 0.0% | +2.0% | 0.081% | |