7/10/2025 | Oldfather Financial Services LLC | 60,966 | $1.54M | 0.5% | +36.8% | 0.009% | |
7/10/2025 | Voisard Asset Management Group Inc. | 26,749 | $677K | 0.2% | -1.5% | 0.004% | |
7/10/2025 | Hurlow Wealth Management Group Inc. | 39,442 | $998K | 0.3% | -43.0% | 0.006% | |
7/10/2025 | YHB Investment Advisors Inc. | 32,449 | $821K | 0.1% | +7.4% | 0.005% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 61,349 | $1.55M | 0.2% | +2.6% | 0.009% | |
7/10/2025 | Mogy Joel R Investment Counsel Inc. | 3,402 | $86K | 0.0% | N/A | 0.000% | |
7/10/2025 | Envision Financial LLC | 56,138 | $1.42M | 0.9% | -1.1% | 0.008% | |
7/10/2025 | Family Legacy Financial Solutions LLC | 190,269 | $4.81M | 4.1% | N/A | 0.028% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,652,197 | $121.33M | 0.2% | +67.2% | 0.684% | |
7/10/2025 | Moller Wealth Partners | 72,068 | $1.82M | 0.4% | -4.1% | 0.011% | |
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7/10/2025 | Wedmont Private Capital | 42,316 | $1.11M | 0.0% | +10.0% | 0.006% | |
7/10/2025 | American Financial Advisors LLC | 378,799 | $9.58M | 1.3% | +0.8% | 0.056% | |
7/10/2025 | Signal Advisors Wealth LLC | 17,039 | $431K | 0.0% | -83.7% | 0.003% | |
7/10/2025 | Focus Financial Network Inc. | 431,489 | $10.92M | 0.4% | +5.2% | 0.063% | |
7/9/2025 | Breakwater Investment Management | 1,404 | $36K | 0.0% | -77.0% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 1,002,784 | $25.37M | 0.8% | +6.3% | 0.147% | |
7/9/2025 | Lincoln Capital Corp | 8,464 | $214K | 0.1% | N/A | 0.001% | |
7/9/2025 | Archer Investment Management LLC | 42,746 | $1.08M | 0.8% | -28.3% | 0.006% | |
7/9/2025 | Chesley Taft & Associates LLC | 17,114 | $433K | 0.0% | +13.7% | 0.003% | |
7/9/2025 | Sapient Capital LLC | 10,202 | $258K | 0.0% | -8.3% | 0.001% | |
7/9/2025 | Thrive Wealth Management LLC | 17,600 | $445K | 0.1% | +10.8% | 0.003% | |
7/9/2025 | Alesco Advisors LLC | 8,408 | $213K | 0.0% | N/A | 0.001% | |
7/9/2025 | Burt Wealth Advisors | 601,692 | $15.22M | 3.5% | +0.4% | 0.088% | |
7/9/2025 | Krilogy Financial LLC | 54,933 | $1.39M | 0.1% | -12.0% | 0.008% | |
7/9/2025 | Fiduciary Alliance LLC | 22,439 | $568K | 0.0% | +29.6% | 0.003% | |
7/9/2025 | Bank of New Hampshire | 4,174 | $106K | 0.0% | N/A | 0.001% | |
7/9/2025 | Boyum Wealth Architects LLC | 15,612 | $395K | 0.3% | N/A | 0.002% | |
7/9/2025 | Brand Asset Management Group Inc. | 216,428 | $5.48M | 2.0% | -2.2% | 0.032% | |
7/9/2025 | Riversedge Advisors LLC | 198,224 | $5.02M | 1.0% | -32.4% | 0.029% | |
7/8/2025 | First National Corp MA ADV | 575,874 | $14.57M | 2.9% | +5.1% | 0.085% | |
7/8/2025 | FF Advisors LLC | 144,123 | $3.65M | 1.9% | +1.2% | 0.021% | |
7/8/2025 | Elevation Wealth Partners LLC | 37,915 | $959K | 0.4% | +1.8% | 0.006% | |
7/8/2025 | Juncture Wealth Strategies LLC | 85,408 | $2.16M | 0.8% | -40.5% | 0.013% | |
7/8/2025 | RMR Wealth Builders | 13,317 | $337K | 0.0% | N/A | 0.002% | |
7/8/2025 | First International Bank & Trust | 122,760 | $3.11M | 1.1% | -28.5% | 0.018% | |
7/8/2025 | Boltwood Capital Management | 110,065 | $2.79M | 0.8% | +15.0% | 0.016% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 40,190 | $1.02M | 0.1% | +295.5% | 0.006% | |
7/8/2025 | Legacy Private Trust Co. | 8,696 | $220K | 0.0% | N/A | 0.001% | |
7/8/2025 | Twele Capital Management Inc. | 31,989 | $809K | 0.2% | +2.7% | 0.005% | |
7/8/2025 | Parallel Advisors LLC | 49,078 | $1.24M | 0.0% | +1.7% | 0.007% | |
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7/8/2025 | Madison Park Capital Advisors LLC | 64,890 | $1.64M | 1.4% | -1.4% | 0.010% | |
7/7/2025 | Upper Left Wealth Management LLC | 177,791 | $4.50M | 3.0% | -3.7% | 0.026% | |
7/7/2025 | Investors Research Corp | 95,297 | $2.41M | 0.5% | -0.4% | 0.014% | |
7/7/2025 | Veery Capital LLC | 9,933 | $251K | 0.1% | -18.9% | 0.001% | |
7/7/2025 | Accelerate Investment Advisors LLC | 91,941 | $2.33M | 1.7% | +6.7% | 0.013% | |
7/7/2025 | Whitaker Myers Wealth Managers LTD. | 35,068 | $887K | 0.2% | -10.6% | 0.005% | |
7/7/2025 | First Community Trust NA | 3,500 | $89K | 0.1% | -12.5% | 0.001% | |
7/7/2025 | Bangor Savings Bank | 627,780 | $15.88M | 1.4% | -0.3% | 0.092% | |
7/7/2025 | Salem Investment Counselors Inc. | 290,580 | $7.35M | 0.2% | -8.8% | 0.043% | |
7/7/2025 | Peterson Wealth Advisors LLC | 43,871 | $1.11M | 0.2% | +3.4% | 0.006% | |
7/7/2025 | Wilson & Boucher Capital Management LLC | 41,327 | $1.05M | 0.7% | -0.9% | 0.006% | |
7/3/2025 | Garde Capital Inc. | 213,264 | $5.40M | 0.3% | -5.2% | 0.031% | |
7/3/2025 | Collective Family Office LLC | 40,824 | $1.03M | 0.3% | +1.1% | 0.006% | |
7/1/2025 | Burkett Financial Services LLC | 25,057 | $634K | 0.2% | -3.6% | 0.004% | |
6/17/2025 | Howe & Rusling Inc. | 22,791 | $534K | 0.0% | +3.8% | 0.003% | |
6/10/2025 | Compass Financial Services Inc | 1,578 | $37K | 0.0% | N/A | 0.000% | |
5/28/2025 | Addison Capital Co | 18,470 | $433K | 0.2% | -7.4% | 0.003% | |
5/27/2025 | SWS Partners | 69,366 | $1.63M | 0.5% | -2.6% | 0.010% | |
5/21/2025 | McAdam LLC | 85,706 | $2.01M | 0.1% | -14.0% | 0.012% | |
5/21/2025 | Geneos Wealth Management Inc. | 200,566 | $4.70M | 0.2% | -24.1% | 0.029% | |
5/20/2025 | Belpointe Asset Management LLC | 16,360 | $383K | 0.0% | -41.6% | 0.002% | |
5/20/2025 | Blue Rock Wealth Management LLC | 11,537 | $270K | 0.2% | -37.9% | 0.002% | |
5/20/2025 | Fortis Capital Advisors LLC | 16,360 | $383K | 0.1% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 1,313,246 | $30.77M | 0.1% | +100.6% | 0.191% | |
5/20/2025 | Anchor Investment Management LLC | 163,863 | $3.84M | 0.4% | +1.4% | 0.024% | |
5/19/2025 | Jane Street Group LLC | 36,992 | $867K | 0.0% | N/A | 0.005% | |
5/19/2025 | Advisory Alpha LLC | 3,799,951 | $88.99M | 3.0% | -10.2% | 0.551% | |
5/19/2025 | Game Plan Financial Advisors LLC | 175,208 | $4.11M | 2.0% | -0.3% | 0.025% | |
5/19/2025 | SCS Capital Management LLC | 18,585 | $435K | 0.0% | N/A | 0.003% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 41,723 | $978K | 0.7% | -8.1% | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 114,452 | $2.68M | 0.1% | -2.0% | 0.017% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 68,533 | $1.61M | 0.1% | +3.4% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,842,325 | $66.60M | 0.0% | -2.6% | 0.416% | |
5/16/2025 | Cape Investment Advisory Inc. | 55,760 | $1.31M | 0.5% | -5.5% | 0.008% | |
5/16/2025 | Jones Financial Companies Lllp | 2,549,130 | $59.73M | 0.1% | +219.3% | 0.370% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 8,703 | $204K | 0.2% | N/A | 0.001% | |
5/16/2025 | Ruggaard & Associates LLC | 16,326 | $383K | 0.2% | -3.4% | 0.002% | |
5/16/2025 | Plancorp LLC | 47,766 | $1.12M | 0.0% | +22.9% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 195,528 | $4.58M | 0.0% | -7.4% | 0.028% | |
5/16/2025 | Integrated Wealth Concepts LLC | 355,926 | $8.34M | 0.1% | -5.8% | 0.052% | |
5/16/2025 | Greenline Partners LLC | 1,249 | $29K | 0.0% | -59.7% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 379,238 | $8.89M | 0.2% | -31.1% | 0.055% | |
5/16/2025 | AQR Capital Management LLC | 109,798 | $2.57M | 0.0% | +7.7% | 0.016% | |
5/16/2025 | Ancora Advisors LLC | 7,220 | $169K | 0.0% | +61.2% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 133,900 | $3.14M | 0.0% | +9.8% | 0.019% | |
5/15/2025 | Capital Investment Counsel LLC | 13,626 | $319K | 0.1% | +30.5% | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 74,443 | $1.74M | 0.0% | +223.8% | 0.011% | |
5/15/2025 | Royal Bank of Canada | 314,680 | $7.37M | 0.0% | +10.9% | 0.046% | |
5/15/2025 | Betterment LLC | 1,246,030 | $29.19M | 0.1% | +181.0% | 0.181% | |
5/15/2025 | MAI Capital Management | 449,422 | $10.53M | 0.1% | +0.8% | 0.065% | |
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5/15/2025 | Calton & Associates Inc. | 32,380 | $759K | 0.2% | N/A | 0.005% | |
5/15/2025 | Connecticut Wealth Management LLC | 8,904 | $209K | 0.0% | N/A | 0.001% | |
5/15/2025 | Certior Financial Group LLC | 131,948 | $3.09M | 2.5% | +62.4% | 0.019% | |
5/15/2025 | Baird Financial Group Inc. | 24,504 | $574K | 0.0% | +29.3% | 0.004% | |
5/15/2025 | Evergreen Capital Management LLC | 183,614 | $4.30M | 0.1% | -1.6% | 0.027% | |
5/15/2025 | WPG Advisers LLC | 9,180 | $215K | 0.2% | N/A | 0.001% | |
5/15/2025 | Tortoise Investment Management LLC | 226,248 | $5.30M | 0.6% | +12.9% | 0.033% | |
5/15/2025 | Trexquant Investment LP | 9,639 | $226K | 0.0% | N/A | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 15,505 | $363K | 0.1% | -11.4% | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 37,114 | $870K | 0.2% | -5.7% | 0.005% | |