7/18/2025 | Bartlett & CO. Wealth Management LLC | 635 | $27K | 0.0% | -90.9% | 0.001% | |
7/18/2025 | Magnolia Private Wealth LLC | 5,486 | $231K | 0.2% | -16.6% | 0.008% | |
7/17/2025 | Lauterbach Financial Advisors LLC | 8,468 | $356K | 0.2% | -3.8% | 0.012% | |
7/17/2025 | Stone Summit Wealth LLC | 6,020 | $253K | 0.1% | -14.5% | 0.009% | |
7/17/2025 | Charles Schwab Trust Co | 197,560 | $8.31M | 0.6% | -2.7% | 0.283% | |
7/17/2025 | Tempus Wealth Planning LLC | 5,901 | $248K | 0.1% | N/A | 0.008% | |
7/15/2025 | BCS Wealth Management | 20,136 | $847K | 0.2% | +25.5% | 0.029% | |
7/15/2025 | Fortitude Family Office LLC | 20,998 | $883K | 0.3% | N/A | 0.030% | |
7/14/2025 | Northland Capital Management LLC | 18,938 | $796K | 0.5% | -6.8% | 0.027% | |
7/14/2025 | Abound Wealth Management | 4,608 | $194K | 0.1% | +156.9% | 0.007% | |
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7/11/2025 | Annex Advisory Services LLC | 6,957 | $293K | 0.0% | +23.8% | 0.010% | |
7/11/2025 | Silver Oak Securities Incorporated | 6,062 | $255K | 0.0% | N/A | 0.009% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 79,314 | $3.36M | 0.0% | -1.1% | 0.113% | |
7/10/2025 | Moller Wealth Partners | 108,766 | $4.57M | 1.0% | +6.7% | 0.156% | |
7/10/2025 | Brooklyn FI LLC | 11,665 | $491K | 0.1% | N/A | 0.017% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 142,753 | $6.00M | 0.2% | -2.2% | 0.204% | |
7/9/2025 | Breakwater Capital Group | 122,547 | $5.15M | 0.8% | -1.9% | 0.175% | |
7/9/2025 | Hardin Capital Partners LLC | 26,655 | $1.12M | 0.7% | +18.9% | 0.038% | |
7/9/2025 | Shore Point Advisors LLC | 195,655 | $8.23M | 4.0% | +4.2% | 0.280% | |
7/9/2025 | High Probability Advisors LLC | 278,583 | $11.71M | 1.8% | -7.8% | 0.399% | |
7/7/2025 | RF&L Wealth Management LLC | 109,207 | $4.59M | 3.0% | -0.5% | 0.156% | |
7/7/2025 | Upper Left Wealth Management LLC | 12,710 | $534K | 0.4% | +6.4% | 0.018% | |
7/3/2025 | Collective Family Office LLC | 215,654 | $9.07M | 2.3% | -8.6% | 0.306% | |
6/17/2025 | Howe & Rusling Inc. | 911 | $33K | 0.0% | -25.5% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 88,056 | $3.19M | 0.1% | N/A | 0.124% | |
5/16/2025 | Jones Financial Companies Lllp | 140,158 | $5.07M | 0.0% | +13,376.7% | 0.191% | |
5/16/2025 | Integrated Wealth Concepts LLC | 25,902 | $938K | 0.0% | -67.4% | 0.035% | |
5/14/2025 | Flow Traders U.S. LLC | 179,136 | $6.49M | 0.3% | +1,248.1% | 0.244% | |
5/14/2025 | Colonial Trust Advisors | 5,610 | $203K | 0.0% | N/A | 0.008% | |
5/12/2025 | SouthState Corp | 1,857 | $67K | 0.0% | N/A | 0.003% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 23,850 | $863K | 0.3% | +9.0% | 0.033% | |
5/2/2025 | Whittier Trust Co. | 5,061 | $183K | 0.0% | -52.8% | 0.007% | |
4/29/2025 | Fairway Wealth LLC | 1,164 | $42K | 0.0% | N/A | 0.002% | |
4/29/2025 | Hexagon Capital Partners LLC | 2,680 | $97K | 0.0% | +14.1% | 0.004% | |
4/25/2025 | MorganRosel Wealth Management LLC | 4,737 | $171K | 0.1% | N/A | 0.005% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 7,014 | $254K | 0.0% | +1,004.6% | 0.008% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,399 | $304K | 0.0% | +18.5% | 0.010% | |
4/15/2025 | Magnolia Private Wealth LLC | 6,575 | $238K | 0.1% | -22.7% | 0.008% | |
4/14/2025 | Farther Finance Advisors LLC | 16,139 | $586K | 0.0% | -28.7% | 0.019% | |
4/9/2025 | ST Germain D J Co. Inc. | 929 | $34K | 0.0% | N/A | 0.001% | |
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4/8/2025 | Parallel Advisors LLC | 2,703 | $98K | 0.0% | +15.1% | 0.003% | |
2/17/2025 | Captrust Financial Advisors | 6,649 | $227K | 0.0% | +17.8% | 0.007% | |
2/17/2025 | Ameriprise Financial Inc. | 15,961 | $545K | 0.0% | +5.5% | 0.017% | |
2/14/2025 | Integrated Wealth Concepts LLC | 79,394 | $2.71M | 0.0% | +2.2% | 0.084% | |
2/13/2025 | Shakespeare Wealth Management LLC | 50,913 | $1.74M | 0.5% | -7.7% | 0.054% | |
2/12/2025 | JPMorgan Chase & Co. | 24,895 | $850K | 0.0% | +3.8% | 0.026% | |
2/11/2025 | Whittier Trust Co. | 10,724 | $366K | 0.0% | N/A | 0.011% | |
2/10/2025 | Farther Finance Advisors LLC | 22,647 | $773K | 0.0% | +8,319.0% | 0.024% | |
2/5/2025 | Kohmann Bosshard Financial Services LLC | 1,578 | $54K | 0.0% | N/A | 0.002% | |
2/5/2025 | Magnolia Private Wealth LLC | 8,507 | $290K | 0.2% | N/A | 0.009% | |
1/30/2025 | Valeo Financial Advisors LLC | 15,973 | $545K | 0.0% | +3.7% | 0.017% | |
1/24/2025 | EQ Wealth Advisors LLC | 37,410 | $1.28M | 1.1% | N/A | 0.040% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 14,920 | $509K | 0.0% | N/A | 0.016% | |
12/26/2024 | JPMorgan Chase & Co. | 23,995 | $915K | 0.0% | -8.5% | 0.025% | |
11/15/2024 | Integrated Wealth Concepts LLC | 77,683 | $2.96M | 0.0% | +2.9% | 0.083% | |
11/14/2024 | Flow Traders U.S. LLC | 107,066 | $4.09M | 0.2% | N/A | 0.114% | |
11/14/2024 | Captrust Financial Advisors | 5,644 | $215K | 0.0% | N/A | 0.006% | |
11/6/2024 | Cornerstone Planning Group LLC | 1,353 | $49K | 0.0% | -91.1% | 0.001% | |
10/19/2024 | Hardin Capital Partners LLC | 20,670 | $772K | 0.4% | +26.1% | 0.022% | |
8/8/2024 | Hardin Capital Partners LLC | 16,395 | $570K | 0.4% | N/A | 0.017% | |
8/7/2024 | Cahill Financial Advisors Inc. | 5,935 | $206K | 0.0% | N/A | 0.006% | |
7/12/2024 | Hexagon Capital Partners LLC | 2,861 | $99K | 0.0% | +10.8% | 0.003% | |
7/10/2024 | Valeo Financial Advisors LLC | 15,410 | $536K | 0.0% | N/A | 0.016% | |
7/8/2024 | Versant Capital Management Inc | 5,560 | $193K | 0.0% | +6.2% | 0.006% | |
5/17/2024 | Comerica Bank | 1,041 | $37K | 0.0% | +306.6% | 0.001% | |
5/13/2024 | Shakespeare Wealth Management LLC | 69,213 | $2.46M | 0.7% | -5.4% | 0.074% | |
4/18/2024 | Hexagon Capital Partners LLC | 2,581 | $92K | 0.0% | +37.6% | 0.003% | |
4/11/2024 | Fortitude Family Office LLC | 57,667 | $2.05M | 1.4% | +41.1% | 0.065% | |
4/1/2024 | Appleton Partners Inc. MA | 8,600 | $305K | 0.0% | N/A | 0.010% | |
2/20/2024 | Able Wealth Management LLC | 2,043 | $71K | 0.1% | N/A | 0.002% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 5,834 | $203K | 0.0% | N/A | 0.007% | |
2/6/2024 | Howe & Rusling Inc. | 2,020 | $70K | 0.0% | +301.6% | 0.002% | |
2/5/2024 | Hexagon Capital Partners LLC | 1,876 | $65K | 0.0% | +351.0% | 0.002% | |
2/5/2024 | Savant Capital LLC | 23,409 | $816K | 0.0% | +1.9% | 0.026% | |
1/18/2024 | Planned Solutions Inc. | 992 | $35K | 0.0% | N/A | 0.001% | |
1/16/2024 | Bangor Savings Bank | 1,100 | $38K | 0.0% | N/A | 0.001% | |
1/12/2024 | Fortitude Family Office LLC | 40,861 | $1.42M | 1.1% | N/A | 0.046% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 248,152 | $8.45M | 0.3% | +39.7% | 0.279% | |
1/10/2024 | Moller Financial Services | 86,255 | $3.01M | 0.8% | +7.6% | 0.097% | |
11/24/2023 | EP Wealth Advisors LLC | 4,110 | $132K | 0.0% | N/A | 0.005% | |
11/15/2023 | Integrated Wealth Concepts LLC | 79,499 | $2.56M | 0.0% | +1.2% | 0.090% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 71,855 | $2.31M | 0.8% | +1.9% | 0.081% | |
11/13/2023 | Asset Dedication LLC | 48,240 | $1.54M | 0.1% | -13.0% | 0.054% | |
11/1/2023 | Annex Advisory Services LLC | 10,957 | $352K | 0.0% | -7.4% | 0.012% | |
10/12/2023 | AdvisorNet Financial Inc | 1,821 | $59K | 0.0% | +467.3% | 0.002% | |
8/22/2023 | Asset Dedication LLC | 55,437 | $1.83M | 0.2% | -4.3% | 0.062% | |
8/14/2023 | United Capital Financial Advisers LLC | 797,121 | $26.46M | 0.1% | +1.0% | 0.898% | |
8/11/2023 | Shakespeare Wealth Management Inc. | 70,503 | $2.34M | 0.8% | -9.1% | 0.079% | |
8/9/2023 | Flow Traders U.S. LLC | 110,403 | $3.66M | 0.2% | -69.2% | 0.125% | |
8/3/2023 | Jackson Creek Investment Advisors LLC | 22,205 | $737K | 0.3% | -6.5% | 0.025% | |
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7/26/2023 | Arlington Partners LLC | 1,129 | $37K | 0.0% | N/A | 0.001% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,921 | $296K | 0.0% | +9.2% | 0.010% | |
5/15/2023 | Flow Traders U.S. LLC | 358,914 | $11.89M | 0.5% | +1,175.4% | 0.413% | |
5/5/2023 | Assetmark Inc. | 1,570 | $52K | 0.0% | +32.6% | 0.002% | |
5/3/2023 | Integrated Wealth Concepts LLC | 96,377 | $3.19M | 0.1% | +4.7% | 0.111% | |
5/2/2023 | Jackson Creek Investment Advisors LLC | 23,749 | $787K | 0.3% | -4.0% | 0.027% | |
4/24/2023 | Asset Dedication LLC | 57,915 | $1.91M | 0.2% | -0.8% | 0.067% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 85,840 | $2.68M | 1.0% | +11.4% | 0.099% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 8,018 | $251K | 0.0% | +4.5% | 0.009% | |
2/6/2023 | Princeton Global Asset Management LLC | 10,535 | $329K | 0.1% | +5.3% | 0.012% | |