7/7/2025 | Upper Left Wealth Management LLC | 156,440 | $4.72M | 3.1% | +3.2% | 0.046% | |
7/7/2025 | Modus Advisors LLC | 15,971 | $481K | 0.1% | -2.2% | 0.005% | |
7/7/2025 | Bangor Savings Bank | 156,127 | $4.71M | 0.4% | -2.2% | 0.046% | |
7/7/2025 | Peterson Wealth Advisors LLC | 9,795 | $295K | 0.0% | +3.7% | 0.003% | |
7/3/2025 | Garde Capital Inc. | 289,932 | $8.74M | 0.5% | -2.2% | 0.085% | |
7/2/2025 | Howard Financial Services LTD. | 82,254 | $2.48M | 0.3% | -1.6% | 0.024% | |
7/2/2025 | Marotta Asset Management | 155,361 | $4.68M | 0.9% | -24.8% | 0.046% | |
6/27/2025 | Goldman Sachs Group Inc. | 19,051 | $525K | 0.0% | -21.7% | 0.006% | |
6/17/2025 | Howe & Rusling Inc. | 3,467 | $96K | 0.0% | +20.5% | 0.001% | |
6/3/2025 | Invst LLC | 251,250 | $6.93M | 0.9% | -46.3% | 0.074% | |
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6/2/2025 | Modern Wealth Management LLC | 16,461 | $454K | 0.0% | N/A | 0.005% | |
5/29/2025 | Parkshore Wealth Management Inc. | 9,148 | $252K | 0.1% | -6.7% | 0.003% | |
5/29/2025 | Plum Street Advisors LLC | 102,653 | $2.83M | 1.4% | +1.1% | 0.030% | |
5/27/2025 | SWS Partners | 13,362 | $368K | 0.1% | -10.9% | 0.004% | |
5/21/2025 | McAdam LLC | 1,096,378 | $30.23M | 1.9% | -10.0% | 0.322% | |
5/21/2025 | Geneos Wealth Management Inc. | 247,520 | $6.84M | 0.2% | +0.2% | 0.073% | |
5/20/2025 | Tenret Co LLC | 18,888 | $521K | 0.3% | -7.7% | 0.006% | |
5/20/2025 | Belpointe Asset Management LLC | 28,903 | $797K | 0.0% | N/A | 0.008% | |
5/20/2025 | Fortis Capital Advisors LLC | 28,903 | $797K | 0.2% | N/A | 0.008% | |
5/20/2025 | Focus Partners Wealth | 413,947 | $11.41M | 0.0% | +39.4% | 0.122% | |
5/20/2025 | Integrity Alliance LLC. | 69,602 | $1.92M | 0.1% | N/A | 0.020% | |
5/20/2025 | Anchor Investment Management LLC | 68,933 | $1.90M | 0.2% | -5.0% | 0.020% | |
5/19/2025 | Jane Street Group LLC | 63,884 | $1.76M | 0.0% | -91.4% | 0.019% | |
5/19/2025 | SageView Advisory Group LLC | 3,586,105 | $98.87M | 4.2% | +3.1% | 1.053% | |
5/19/2025 | Game Plan Financial Advisors LLC | 1,655 | $46K | 0.0% | +106.9% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 733,854 | $20.23M | 0.3% | +21.1% | 0.215% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 16,095 | $444K | 0.3% | -10.1% | 0.005% | |
5/16/2025 | Arete Wealth Advisors LLC | 12,303 | $339K | 0.0% | -31.3% | 0.004% | |
5/16/2025 | Bell Investment Advisors Inc | 47,506 | $1.31M | 0.2% | -4.5% | 0.014% | |
5/16/2025 | Hamilton Capital LLC | 68,136 | $1.88M | 0.1% | +9.7% | 0.020% | |
5/16/2025 | Goldman Sachs Group Inc. | 19,051 | $525K | 0.0% | -21.7% | 0.006% | |
5/16/2025 | Cape Investment Advisory Inc. | 117,973 | $3.25M | 1.3% | -2.1% | 0.035% | |
5/16/2025 | Jones Financial Companies Lllp | 1,317,885 | $34.79M | 0.0% | +13.9% | 0.387% | |
5/16/2025 | Plancorp LLC | 10,250 | $283K | 0.0% | N/A | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 57,314 | $1.58M | 0.0% | -5.4% | 0.017% | |
5/16/2025 | Integrated Wealth Concepts LLC | 38,202 | $1.05M | 0.0% | -38.6% | 0.011% | |
5/16/2025 | Greenline Partners LLC | 35,598 | $981K | 0.1% | -16.6% | 0.010% | |
5/16/2025 | Hancock Whitney Corp | 64,648 | $1.78M | 0.1% | -20.9% | 0.019% | |
5/16/2025 | AQR Capital Management LLC | 14,060 | $388K | 0.0% | +18.4% | 0.004% | |
5/15/2025 | Paragon Private Wealth Management LLC | 9,254 | $255K | 0.1% | N/A | 0.003% | |
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5/15/2025 | EP Wealth Advisors LLC | 93,881 | $2.59M | 0.0% | -1.1% | 0.028% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 28,090 | $774K | 0.0% | +29.8% | 0.008% | |
5/15/2025 | Royal Bank of Canada | 143,215 | $3.95M | 0.0% | -18.7% | 0.042% | |
5/15/2025 | Betterment LLC | 89,543 | $2.47M | 0.0% | +11.2% | 0.026% | |
5/15/2025 | MAI Capital Management | 137,028 | $3.78M | 0.0% | -0.8% | 0.040% | |
5/15/2025 | Calton & Associates Inc. | 20,004 | $552K | 0.1% | N/A | 0.006% | |
5/15/2025 | DRW Securities LLC | 65,654 | $1.81M | 0.1% | N/A | 0.019% | |
5/15/2025 | Certior Financial Group LLC | 8,404 | $232K | 0.2% | -32.6% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 23,498 | $648K | 0.0% | -18.9% | 0.007% | |
5/15/2025 | OLD Mission Capital LLC | 373,431 | $10.30M | 0.1% | -52.0% | 0.110% | |
5/15/2025 | Tortoise Investment Management LLC | 77,305 | $2.13M | 0.2% | -2.3% | 0.023% | |
5/14/2025 | Ieq Capital LLC | 19,082 | $526K | 0.0% | +120.6% | 0.006% | |
5/14/2025 | Warwick Investment Management Inc. | 11,970 | $330K | 0.1% | +25.1% | 0.004% | |
5/14/2025 | Nicolet Bankshares Inc. | 10,292 | $284K | 0.1% | -6.8% | 0.003% | |
5/14/2025 | Comerica Bank | 34,724 | $957K | 0.0% | -2.2% | 0.010% | |
5/14/2025 | Freedom Investment Management Inc. | 238,263 | $6.57M | 0.6% | +3.5% | 0.070% | |
5/14/2025 | Smartleaf Asset Management LLC | 21,875 | $604K | 0.1% | +93.6% | 0.006% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,977,785 | $54.53M | 0.0% | +1.1% | 0.581% | |
5/14/2025 | Sax Wealth Advisors LLC | 12,234 | $337K | 0.0% | N/A | 0.004% | |
5/14/2025 | Strategic Financial Planning Inc. | 105,555 | $2.91M | 2.0% | -2.1% | 0.031% | |
5/14/2025 | Broadview Financial Management LLC | 31,144 | $859K | 0.6% | -2.4% | 0.009% | |
5/14/2025 | Compound Planning Inc. | 10,692 | $295K | 0.0% | +5.9% | 0.003% | |
5/14/2025 | CW Advisors LLC | 26,568 | $735K | 0.0% | +24.7% | 0.008% | |
5/14/2025 | Flow Traders U.S. LLC | 326,578 | $9.00M | 0.4% | +671.0% | 0.096% | |
5/14/2025 | Joseph P. Lucia & Associates LLC | 9,224 | $254K | 0.1% | -13.1% | 0.003% | |
5/14/2025 | Capital Analysts LLC | 12,910 | $356K | 0.0% | +168.2% | 0.004% | |
5/14/2025 | Tradition Wealth Management LLC | 48,566 | $1.34M | 0.1% | +1.6% | 0.014% | |
5/14/2025 | Berkshire Asset Management LLC PA | 162,539 | $4.56M | 0.2% | +11.6% | 0.048% | |
5/14/2025 | HC Advisors LLC | 341,820 | $9.42M | 7.1% | +5.0% | 0.100% | |
5/14/2025 | RWA Wealth Partners LLC | 162,774 | $4.49M | 0.1% | -1.9% | 0.048% | |
5/14/2025 | Voisard Asset Management Group Inc. | 12,942 | $357K | 0.1% | -16.6% | 0.004% | |
5/13/2025 | Aptus Capital Advisors LLC | 50,535 | $1.39M | 0.0% | -9.5% | 0.015% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 37,120 | $1.02M | 0.0% | -13.8% | 0.011% | |
5/13/2025 | Freestone Capital Holdings LLC | 9,205 | $254K | 0.0% | -11.2% | 0.003% | |
5/13/2025 | Seek First Inc. | 97,899 | $2.70M | 2.4% | N/A | 0.029% | |
5/13/2025 | Cascade Financial Partners LLC | 119,107 | $3.28M | 0.4% | -4.7% | 0.035% | |
5/13/2025 | Raymond James Financial Inc. | 201,485 | $5.56M | 0.0% | +5.2% | 0.059% | |
5/13/2025 | Cresset Asset Management LLC | 345,365 | $9.52M | 0.0% | -18.8% | 0.101% | |
5/13/2025 | Schneider Downs Wealth Management Advisors LP | 65,336 | $1.80M | 0.3% | -31.2% | 0.019% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 122,782 | $3.39M | 0.3% | -43.2% | 0.036% | |
5/13/2025 | Evensky & Katz LLC | 19,723 | $544K | 0.0% | -2.3% | 0.006% | |
5/13/2025 | NFP Retirement Inc. | 35,066 | $967K | 0.1% | -6.0% | 0.010% | |
5/13/2025 | Clal Insurance Enterprises Holdings Ltd | 9,357 | $258K | 0.0% | +1,178.3% | 0.003% | |
5/13/2025 | Sherwood Financial Partners LLC | 234,715 | $6.47M | 6.3% | +1.1% | 0.069% | |
5/13/2025 | HighTower Advisors LLC | 9,855,049 | $271.70M | 0.4% | +17.8% | 2.893% | |
5/12/2025 | Keeler & Nadler Financial Planning & Wealth Management | 14,721 | $406K | 0.2% | -11.6% | 0.004% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 18,155,827 | $500.56M | 1.1% | -2.9% | 5.331% | |
5/12/2025 | Meridian Wealth Management LLC | 15,501 | $427K | 0.0% | -6.0% | 0.005% | |
5/12/2025 | SouthState Corp | 6,749 | $186K | 0.0% | N/A | 0.002% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 96,352 | $2.66M | 0.1% | -1.5% | 0.028% | |
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5/12/2025 | Athena Investment Management | 44,446 | $1.23M | 0.7% | +3.3% | 0.013% | |
5/12/2025 | Atlas Capital Advisors Inc. | 15,591 | $430K | 0.1% | -3.6% | 0.005% | |
5/12/2025 | JFG Wealth Management LLC | 47,493 | $1.31M | 0.3% | +4.4% | 0.014% | |
5/12/2025 | Johnson Financial Group LLC | 188,537 | $5.20M | 0.5% | -8.8% | 0.055% | |
5/12/2025 | Benjamin Edwards Inc. | 673,066 | $18.56M | 0.3% | -15.5% | 0.198% | |
5/12/2025 | Koss Olinger Consulting LLC | 8,124 | $224K | 0.0% | N/A | 0.002% | |
5/12/2025 | Townsquare Capital LLC | 24,168 | $666K | 0.0% | +33.2% | 0.007% | |
5/12/2025 | Savvy Advisors Inc. | 20,829 | $574K | 0.1% | +5.1% | 0.006% | |
5/12/2025 | WBH Advisory Inc. | 198,301 | $5.47M | 0.5% | +3.8% | 0.058% | |
5/9/2025 | Blue Barn Wealth LLC | 17,385 | $479K | 0.2% | -7.0% | 0.005% | |