7/11/2025 | Bond & Devick Financial Network Inc. | 15,022 | $496K | 0.2% | +13.6% | 0.007% | |
7/11/2025 | Farther Finance Advisors LLC | 12,178 | $402K | 0.0% | +11.4% | 0.006% | |
7/11/2025 | Silver Oak Securities Incorporated | 98,304 | $3.25M | 0.3% | +43.7% | 0.046% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 105,294 | $3.53M | 0.0% | +0.4% | 0.049% | |
7/10/2025 | Moller Wealth Partners | 375,874 | $12.41M | 2.7% | +4.3% | 0.176% | |
7/9/2025 | Intelligence Driven Advisers LLC | 6,392 | $211K | 0.0% | N/A | 0.003% | |
7/9/2025 | Fermata Advisors LLC | 105,216 | $3.47M | 0.9% | +2.3% | 0.049% | |
7/9/2025 | Breakwater Capital Group | 34,192 | $1.13M | 0.2% | +29.0% | 0.016% | |
7/9/2025 | Fragasso Financial Advisors Inc | 25,978 | $858K | 0.1% | +2.8% | 0.012% | |
7/9/2025 | WealthCare Investment Partners LLC | 43,555 | $1.46M | 0.5% | +240.9% | 0.020% | |
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7/8/2025 | 21 West Wealth Management LLC | 36,768 | $1.21M | 1.2% | N/A | 0.017% | |
7/8/2025 | Goldstone Financial Group LLC | 58,239 | $1.96M | 0.3% | +11.3% | 0.027% | |
7/8/2025 | Parallel Advisors LLC | 8,982 | $296K | 0.0% | +50.3% | 0.004% | |
7/7/2025 | Bangor Savings Bank | 11,904 | $393K | 0.0% | +11.6% | 0.006% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 38,546 | $1.27M | 0.2% | +683.0% | 0.018% | |
7/3/2025 | Collective Family Office LLC | 68,516 | $2.26M | 0.6% | +0.5% | 0.032% | |
6/2/2025 | Modern Wealth Management LLC | 44,520 | $1.37M | 0.0% | N/A | 0.021% | |
5/21/2025 | McAdam LLC | 266,094 | $8.20M | 0.5% | -4.9% | 0.126% | |
5/20/2025 | Focus Partners Wealth | 73,272 | $2.26M | 0.0% | -0.5% | 0.035% | |
5/20/2025 | Integrity Alliance LLC. | 10,355 | $319K | 0.0% | N/A | 0.005% | |
5/19/2025 | Jane Street Group LLC | 141,359 | $4.35M | 0.0% | -71.2% | 0.067% | |
5/19/2025 | SCS Capital Management LLC | 37,642 | $1.16M | 0.0% | N/A | 0.018% | |
5/16/2025 | Empowered Funds LLC | 148,372 | $4.57M | 0.1% | N/A | 0.070% | |
5/16/2025 | Bell Investment Advisors Inc | 222,223 | $6.84M | 1.3% | -1.4% | 0.105% | |
5/16/2025 | Jones Financial Companies Lllp | 77,004 | $2.37M | 0.0% | +372.2% | 0.036% | |
5/16/2025 | Greenline Partners LLC | 42,698 | $1.32M | 0.2% | +22,023.3% | 0.020% | |
5/16/2025 | Clark Capital Management Group Inc. | 67,479 | $2.08M | 0.0% | -0.8% | 0.032% | |
5/15/2025 | EP Wealth Advisors LLC | 64,960 | $2.00M | 0.0% | -6.0% | 0.031% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 9,639 | $297K | 0.0% | N/A | 0.005% | |
5/15/2025 | Royal Bank of Canada | 157,591 | $4.86M | 0.0% | +0.6% | 0.074% | |
5/15/2025 | MAI Capital Management | 119,322 | $3.68M | 0.0% | +3.2% | 0.056% | |
5/15/2025 | Baird Financial Group Inc. | 77,590 | $2.39M | 0.0% | +89.3% | 0.037% | |
5/15/2025 | OLD Mission Capital LLC | 21,140 | $651K | 0.0% | -95.3% | 0.010% | |
5/14/2025 | Comerica Bank | 33,762 | $1.04M | 0.0% | +18.0% | 0.016% | |
5/14/2025 | Smartleaf Asset Management LLC | 6,720 | $207K | 0.0% | +469.0% | 0.003% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 222,500 | $6.85M | 0.0% | +11.4% | 0.105% | |
5/14/2025 | Sax Wealth Advisors LLC | 139,564 | $4.30M | 0.3% | +71.5% | 0.066% | |
5/14/2025 | 1832 Asset Management L.P. | 1,652,939 | $50.91M | 0.0% | -33.3% | 0.780% | |
5/14/2025 | CW Advisors LLC | 57,121 | $1.76M | 0.0% | N/A | 0.027% | |
5/14/2025 | Summit Financial LLC | 13,621 | $420K | 0.0% | N/A | 0.006% | |
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5/14/2025 | Colonial Trust Advisors | 9,785 | $301K | 0.0% | N/A | 0.005% | |
5/14/2025 | Lee Financial Co | 24,446 | $753K | 0.1% | +9.0% | 0.012% | |
5/14/2025 | Sensible Money LLC | 89,134 | $2.75M | 1.2% | -0.4% | 0.042% | |
5/13/2025 | Raymond James Financial Inc. | 553,171 | $17.04M | 0.0% | +11.4% | 0.261% | |
5/13/2025 | Cowa LLC | 195,200 | $6.01M | 2.5% | +12.2% | 0.092% | |
5/13/2025 | Trivium Point Advisory LLC | 27,795 | $856K | 0.1% | +23.7% | 0.013% | |
5/13/2025 | HighTower Advisors LLC | 52,471 | $1.62M | 0.0% | +2.4% | 0.025% | |
5/12/2025 | Operose Advisors LLC | 1,424 | $44K | 0.0% | +2,125.0% | 0.001% | |
5/12/2025 | SouthState Corp | 16,687 | $514K | 0.0% | N/A | 0.008% | |
5/12/2025 | Founders Financial Alliance LLC | 1,728 | $53K | 0.0% | +1,718.9% | 0.001% | |
5/12/2025 | Savvy Advisors Inc. | 7,681 | $237K | 0.0% | N/A | 0.004% | |
5/12/2025 | National Bank of Canada FI | 900,255 | $27.72M | 0.0% | +38.6% | 0.425% | |
5/9/2025 | Keeler Thomas Management LLC | 38,786 | $1.20M | 0.6% | -82.9% | 0.018% | |
5/9/2025 | Elgethun Capital Management | 413,155 | $12.73M | 2.8% | +18.2% | 0.195% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 121,712,902 | $3.75B | 0.7% | -1.4% | 57.412% | |
5/9/2025 | Nicholas Hoffman & Company LLC. | 242,839 | $7.48M | 0.2% | +5.6% | 0.115% | |
5/9/2025 | Exencial Wealth Advisors LLC | 296,223 | $9.12M | 0.3% | -2.5% | 0.140% | |
5/9/2025 | PrairieView Partners LLC | 6,367 | $196K | 0.0% | -18.2% | 0.003% | |
5/9/2025 | Wade Financial Advisory Inc | 46,205 | $1.42M | 0.5% | +6.0% | 0.022% | |
5/9/2025 | Cheviot Value Management LLC | 129,025 | $4M | 0.5% | +11.1% | 0.061% | |
5/8/2025 | IFG Advisory LLC | 207,565 | $6.39M | 0.4% | +6.0% | 0.098% | |
5/8/2025 | US Bancorp DE | 6,601 | $203K | 0.0% | -19.5% | 0.003% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 125,976 | $3.88M | 0.1% | +6.0% | 0.059% | |
5/8/2025 | Harbour Investments Inc. | 5,842 | $180K | 0.0% | +132.5% | 0.003% | |
5/8/2025 | HHM Wealth Advisors LLC | 516,443 | $15.91M | 2.1% | +1.7% | 0.244% | |
5/8/2025 | Foster & Motley Inc. | 1,340,142 | $41.28M | 2.6% | +0.5% | 0.632% | |
5/8/2025 | Cutler Investment Counsel LLC | 29,335 | $904K | 0.1% | -2.1% | 0.014% | |
5/7/2025 | Morningstar Investment Management LLC | 475,067 | $14.63M | 1.2% | -24.2% | 0.224% | |
5/7/2025 | Your Advocates Ltd. LLP | 234,552 | $7.22M | 2.8% | +1.5% | 0.111% | |
5/7/2025 | LPL Financial LLC | 274,042 | $8.44M | 0.0% | -14.3% | 0.129% | |
5/7/2025 | Wealth Forward LLC | 187,199 | $5.77M | 4.1% | -1.3% | 0.088% | |
5/7/2025 | Drive Wealth Management LLC | 65,474 | $2.02M | 0.5% | N/A | 0.031% | |
5/6/2025 | Westover Capital Advisors LLC | 126,209 | $3.89M | 0.9% | N/A | 0.060% | |
5/6/2025 | Assetmark Inc. | 19,961 | $615K | 0.0% | +5.7% | 0.009% | |
5/6/2025 | Cetera Investment Advisers | 114,090 | $3.51M | 0.0% | +19.0% | 0.054% | |
5/6/2025 | Avantax Advisory Services Inc. | 8,692 | $268K | 0.0% | -19.9% | 0.004% | |
5/6/2025 | Tempus Wealth Planning LLC | 13,044 | $402K | 0.1% | +3.2% | 0.006% | |
5/6/2025 | Kelman Lazarov Inc. | 589,030 | $18.14M | 3.3% | +3.3% | 0.278% | |
5/6/2025 | Unison Advisors LLC | 1,348,790 | $41.54M | 5.3% | -1.0% | 0.636% | |
5/6/2025 | AE Wealth Management LLC | 3,007 | $93K | 0.0% | -15.5% | 0.001% | |
5/6/2025 | MCF Advisors LLC | 1,703 | $52K | 0.0% | +28.1% | 0.001% | |
5/5/2025 | IFP Advisors Inc | 19,507 | $601K | 0.0% | +132.3% | 0.009% | |
5/5/2025 | Morningstar Investment Services LLC | 47,833 | $1.47M | 0.3% | -39.7% | 0.023% | |
5/5/2025 | Private Advisor Group LLC | 132,476 | $4.08M | 0.0% | N/A | 0.062% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 31,333 | $965K | 0.3% | -3.4% | 0.015% | |
5/5/2025 | Riverchase Wealth Management LLC | 18,337 | $565K | 0.4% | -10.0% | 0.009% | |
5/2/2025 | Bailard Inc. | 10,002 | $308K | 0.0% | N/A | 0.005% | |
5/2/2025 | Concord Wealth Partners | 69,085 | $2.13M | 0.3% | +14.6% | 0.033% | |
5/2/2025 | Allen Capital Group LLC | 98,836 | $3.04M | 0.3% | +2.0% | 0.047% | |
5/2/2025 | Victory Capital Management Inc. | 3,212,675 | $98.95M | 0.1% | -12.8% | 1.515% | |
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5/2/2025 | Larson Financial Group LLC | 9,028 | $278K | 0.0% | -34.0% | 0.004% | |
5/2/2025 | Wealthfront Advisers LLC | 11,493 | $354K | 0.0% | +51.6% | 0.005% | |
5/2/2025 | Firestone Capital Management | 20,970 | $646K | 0.2% | +3.0% | 0.010% | |
5/2/2025 | Apollon Wealth Management LLC | 122,346 | $3.77M | 0.1% | -3.0% | 0.058% | |
5/2/2025 | Bogart Wealth LLC | 1,759,586 | $54.20M | 2.5% | -5.1% | 0.830% | |
5/1/2025 | Asset Dedication LLC | 211,779 | $6.52M | 0.5% | -10.1% | 0.100% | |
5/1/2025 | CWM LLC | 11,373 | $350K | 0.0% | -14.6% | 0.005% | |
5/1/2025 | Westmount Partners LLC | 25,957 | $799K | 0.2% | N/A | 0.012% | |
5/1/2025 | Kathmere Capital Management LLC | 352,727 | $10.86M | 0.9% | +0.2% | 0.166% | |
4/30/2025 | Cerity Partners LLC | 40,449 | $1.25M | 0.0% | +9.0% | 0.019% | |