5/2/2025 | Forum Financial Management LP | 105,904 | $11.17M | 0.2% | -36.7% | 0.028% | |
5/2/2025 | Bear Mountain Capital Inc. | 228,724 | $23.87M | 9.2% | -4.4% | 0.061% | |
5/2/2025 | Kingsview Wealth Management LLC | 78,299 | $8.26M | 0.2% | +8.0% | 0.021% | |
5/2/2025 | Members Trust Co | 7,900 | $833K | 0.0% | -2.1% | 0.002% | |
5/2/2025 | Bailard Inc. | 54,387 | $5.74M | 0.1% | -39.7% | 0.015% | |
5/2/2025 | Concord Wealth Partners | 2,238 | $236K | 0.0% | -21.9% | 0.001% | |
5/2/2025 | Graypoint LLC | 121,768 | $12.84M | 0.8% | +4.5% | 0.033% | |
5/2/2025 | Dynasty Wealth Management LLC | 273,423 | $28.83M | 0.4% | -12.2% | 0.073% | |
5/2/2025 | Verdence Capital Advisors LLC | 9,860 | $1.04M | 0.1% | -2.8% | 0.003% | |
5/2/2025 | Mayflower Financial Advisors LLC | 64,418 | $6.79M | 1.0% | -8.3% | 0.017% | |
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5/2/2025 | Hudock Inc. | 97,295 | $10.26M | 1.8% | +13.9% | 0.026% | |
5/2/2025 | Dravo Bay LLC | 56,834 | $5.99M | 3.2% | -11.6% | 0.015% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 2,391 | $252K | 0.1% | +10.5% | 0.001% | |
5/2/2025 | Jacobson & Schmitt Advisors LLC | 22,386 | $2.36M | 0.5% | +2.0% | 0.006% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 15,444 | $1.63M | 0.3% | +8.8% | 0.004% | |
5/2/2025 | Allen Capital Group LLC | 7,439 | $784K | 0.1% | -8.3% | 0.002% | |
5/2/2025 | Theory Financial LLC | 19,223 | $2.03M | 0.9% | -37.5% | 0.005% | |
5/2/2025 | Wealthgarden F.S. LLC | 3,449 | $364K | 0.3% | -6.9% | 0.001% | |
5/2/2025 | Shared Vision Wealth Group LLC | 8,188 | $863K | 0.5% | -14.8% | 0.002% | |
5/2/2025 | Seaside Wealth Management Inc. | 63,795 | $6.73M | 2.4% | -2.0% | 0.017% | |
5/2/2025 | Grandfield & Dodd LLC | 5,115 | $539K | 0.0% | -19.0% | 0.001% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 11,128 | $1.17M | 0.3% | -25.0% | 0.003% | |
5/2/2025 | Cullen Frost Bankers Inc. | 683 | $72K | 0.0% | +34.4% | 0.000% | |
5/2/2025 | Private Wealth Management Group LLC | 90,477 | $9.54M | 3.5% | -6.9% | 0.024% | |
5/2/2025 | Capital A Wealth Management LLC | 2,718 | $287K | 0.3% | -18.0% | 0.001% | |
5/2/2025 | BIP Wealth LLC | 14,329 | $1.51M | 0.1% | +28.7% | 0.004% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 23,087 | $2.43M | 0.1% | +29.3% | 0.006% | |
5/2/2025 | Ndwm LLC | 5,337 | $563K | 0.6% | N/A | 0.001% | |
5/2/2025 | Larson Financial Group LLC | 8,476 | $894K | 0.0% | +15.1% | 0.002% | |
5/2/2025 | Sage Mountain Advisors LLC | 1,441 | $152K | 0.0% | N/A | 0.000% | |
5/2/2025 | Summit Wealth Group LLC | 29,508 | $3.11M | 0.9% | +40.2% | 0.008% | |
5/2/2025 | PAX Financial Group LLC | 4,020 | $424K | 0.1% | +3.4% | 0.001% | |
5/2/2025 | Wealthfront Advisers LLC | 6,712,402 | $707.76M | 2.0% | -11.4% | 1.794% | |
5/2/2025 | First Business Financial Services Inc. | 43,532 | $4.59M | 0.5% | +8.4% | 0.012% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 33,851 | $3.57M | 0.1% | +2.4% | 0.009% | |
5/2/2025 | Whittier Trust Co. | 7,080 | $747K | 0.0% | -30.7% | 0.002% | |
5/2/2025 | Future You Wealth LLC | 3,719 | $392K | 0.2% | -31.5% | 0.001% | |
5/2/2025 | ESG Planning DBA Harper Investing | 206,731 | $21.80M | 14.4% | +7.4% | 0.055% | |
5/2/2025 | Accredited Investor Services LLC | 15,292 | $1.61M | 1.3% | N/A | 0.004% | |
5/2/2025 | Blake Schutter Theil Wealth Advisors LLC | 11,674 | $1.23M | 1.4% | +23.7% | 0.003% | |
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5/2/2025 | Boyce & Associates Wealth Consulting Inc. | 4,566 | $481K | 0.5% | -3.5% | 0.001% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 23,438 | $2.47M | 0.7% | -10.5% | 0.006% | |
5/2/2025 | Graybill Wealth Management LTD. | 6,357 | $670K | 0.2% | N/A | 0.002% | |
5/2/2025 | Dakota Wealth Management | 104,634 | $11.03M | 0.3% | +4.0% | 0.028% | |
5/2/2025 | Lokken Investment Group LLC | 4,005 | $422K | 0.2% | +13.9% | 0.001% | |
5/2/2025 | Apollon Financial LLC | 30,058 | $3.17M | 0.7% | -1.7% | 0.008% | |
5/2/2025 | Apollon Wealth Management LLC | 190,953 | $20.13M | 0.4% | +29.3% | 0.051% | |
5/2/2025 | Hohimer Wealth Management LLC | 27,880 | $2.94M | 0.6% | -30.9% | 0.007% | |
5/2/2025 | Sigma Planning Corp | 125,060 | $13.19M | 0.4% | -5.8% | 0.033% | |
5/2/2025 | Transcendent Capital Group LLC | 3,282 | $346K | 0.2% | +76.0% | 0.001% | |
5/2/2025 | Catalyst Financial Partners LLC | 104,363 | $11.00M | 2.0% | +8.7% | 0.028% | |
5/2/2025 | Signaturefd LLC | 1,218,299 | $128.46M | 2.4% | -9.5% | 0.326% | |
5/2/2025 | Slow Capital Inc. | 192,248 | $20.27M | 2.7% | +1.4% | 0.051% | |
5/2/2025 | Edgestream Partners L.P. | 36,681 | $3.87M | 0.1% | -18.9% | 0.010% | |
5/1/2025 | Gould Asset Management LLC CA | 8,660 | $913K | 0.2% | +3.6% | 0.002% | |
5/1/2025 | Bleakley Financial Group LLC | 39,054 | $4.12M | 0.1% | +9.8% | 0.010% | |
5/1/2025 | Cahaba Wealth Management Inc. | 322,438 | $34.00M | 2.8% | +0.8% | 0.086% | |
5/1/2025 | Smith Thornton Advisors LLC | 6,520 | $687K | 0.4% | -26.9% | 0.002% | |
5/1/2025 | CWM LLC | 508,129 | $53.58M | 0.2% | -25.7% | 0.136% | |
5/1/2025 | Alaska Wealth Advisors | 162,740 | $17.16M | 2.7% | -9.8% | 0.043% | |
5/1/2025 | TruNorth Capital Management LLC | 18,985 | $2.00M | 0.5% | +13.4% | 0.005% | |
5/1/2025 | Cardinal Strategic Wealth Guidance | 206,370 | $21.76M | 7.0% | +1.0% | 0.055% | |
5/1/2025 | Fulton Breakefield Broenniman LLC | 66,475 | $7.01M | 0.5% | +9.9% | 0.018% | |
5/1/2025 | Stephens Inc. AR | 46,395 | $4.89M | 0.1% | -1.1% | 0.012% | |
5/1/2025 | Schechter Investment Advisors LLC | 35,410 | $3.73M | 0.3% | +2.1% | 0.009% | |
5/1/2025 | Curtis Advisory Group LLC | 3,967 | $418K | 0.1% | N/A | 0.001% | |
5/1/2025 | Ballentine Partners LLC | 11,815 | $1.25M | 0.0% | +38.5% | 0.003% | |
5/1/2025 | Bridge Generations Wealth Management LLC | 36,461 | $3.84M | 2.4% | +2.7% | 0.010% | |
5/1/2025 | Fidelity D & D Bancorp Inc. | 16,986 | $1.79M | 1.2% | -25.3% | 0.005% | |
5/1/2025 | Riversedge Advisors LLC | 18,015 | $1.90M | 0.4% | -20.4% | 0.005% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,026 | $108K | 0.1% | -30.4% | 0.000% | |
5/1/2025 | Fifth Third Securities Inc. | 18,566 | $1.96M | 0.2% | -10.7% | 0.005% | |
5/1/2025 | Marshall Financial Group Inc. ADV | 12,936 | $1.36M | 0.4% | +5.4% | 0.003% | |
5/1/2025 | Gateway Wealth Partners LLC | 4,580 | $483K | 0.1% | +57.2% | 0.001% | |
5/1/2025 | SteelPeak Wealth LLC | 30,748 | $3.24M | 0.1% | +0.8% | 0.008% | |
5/1/2025 | ADE LLC | 74,602 | $7.87M | 4.5% | -0.2% | 0.020% | |
5/1/2025 | Fonville Wealth Management LLC | 2,473 | $259K | 0.1% | -13.2% | 0.001% | |
5/1/2025 | Croban | 16,782 | $1.77M | 1.6% | N/A | 0.004% | |
5/1/2025 | Fidelis Capital Partners LLC | 6,631 | $690K | 0.1% | +24.3% | 0.002% | |
4/30/2025 | Joseph Group Capital Management | 33,181 | $3.50M | 1.3% | -11.6% | 0.009% | |
4/30/2025 | Sharkey Howes & Javer | 19,818 | $2.09M | 0.3% | -13.2% | 0.005% | |
4/30/2025 | Bernardo Wealth Planning LLC | 17,084 | $1.80M | 0.4% | +0.8% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 747,721 | $78.84M | 0.2% | -1.0% | 0.200% | |
4/30/2025 | Phillips Financial Management LLC | 64,144 | $6.76M | 0.5% | +4.4% | 0.017% | |
4/30/2025 | Cornerstone Investment Partners LLC | 18,819 | $1.98M | 0.1% | +78.0% | 0.005% | |
4/30/2025 | Code Waechter LLC | 12,124 | $1.28M | 1.1% | +30.0% | 0.003% | |
4/30/2025 | Narus Financial Partners LLC | 20,523 | $2.16M | 0.7% | -6.0% | 0.005% | |
4/30/2025 | Allworth Financial LP | 336,695 | $34.98M | 0.2% | -5.3% | 0.090% | |
4/30/2025 | Capital Insight Partners LLC | 267,736 | $28.23M | 4.9% | +4.6% | 0.072% | |
4/30/2025 | Rock Point Advisors LLC | 5,275 | $556K | 0.2% | -1.9% | 0.001% | |
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4/30/2025 | CFO4Life Group LLC | 5,912 | $623K | 0.1% | -7.1% | 0.002% | |
4/30/2025 | Investments & Financial Planning LLC | 7,315 | $771K | 0.5% | +9.6% | 0.002% | |
4/30/2025 | Heritage Wealth Management Inc. CA | 4,014 | $423K | 0.3% | +8.1% | 0.001% | |
4/30/2025 | Pineridge Advisors LLC | 926 | $98K | 0.0% | +109.0% | 0.000% | |
4/30/2025 | Rogco LP | 8,696 | $917K | 0.4% | +2.2% | 0.002% | |
4/30/2025 | True Vision MN LLC | 45,398 | $4.79M | 2.9% | -6.9% | 0.012% | |
4/30/2025 | Peddock Capital Advisors LLC | 2,115 | $223K | 0.1% | N/A | 0.001% | |
4/30/2025 | Quotient Wealth Partners LLC | 191,747 | $20.22M | 0.6% | -4.3% | 0.051% | |
4/30/2025 | Nisa Investment Advisors LLC | 323,430 | $34.10M | 0.2% | -4.6% | 0.086% | |
4/30/2025 | Alpha Financial Partners LLC | 57,520 | $6.07M | 4.9% | +9.3% | 0.015% | |