11/12/2024 | Towercrest Capital Management | 314,837 | $24.57M | 3.9% | +1.0% | 0.020% | |
11/12/2024 | Pitcairn Co. | 19,183 | $1.50M | 0.1% | +14.8% | 0.001% | |
11/12/2024 | Palisade Asset Management LLC | 46,785 | $3.65M | 0.4% | +0.9% | 0.003% | |
11/12/2024 | Canopy Partners LLC | 134,844 | $10.53M | 4.5% | -2.7% | 0.009% | |
11/12/2024 | Kingsview Wealth Management LLC | 41,039 | $3.20M | 0.1% | +30.0% | 0.003% | |
11/12/2024 | M Holdings Securities Inc. | 17,389 | $1.36M | 0.3% | -25.7% | 0.001% | |
|
11/12/2024 | Alesco Advisors LLC | 1,727,063 | $134.80M | 4.2% | -60.1% | 0.110% | |
11/12/2024 | Cerity Partners LLC | 8,712,373 | $680.00M | 1.5% | +4.8% | 0.555% | |
11/12/2024 | Great Valley Advisor Group Inc. | 81,689 | $6.38M | 0.2% | +13.4% | 0.005% | |
11/12/2024 | Certified Advisory Corp | 64,231 | $5.01M | 0.6% | +3.6% | 0.004% | |
11/12/2024 | Waddell & Associates LLC | 542,236 | $42.32M | 5.1% | +3.0% | 0.035% | |
11/12/2024 | Nicolet Advisory Services LLC | 9,346 | $715K | 0.1% | -10.4% | 0.001% | |
11/12/2024 | Flagstar Advisors Inc. | 63,750 | $4.98M | 1.3% | -3.3% | 0.004% | |
11/12/2024 | GenTrust LLC | 3,982 | $311K | 0.0% | +21.7% | 0.000% | |
11/12/2024 | Camden National Bank | 3,432 | $268K | 0.0% | -19.6% | 0.000% | |
11/12/2024 | Stonebrook Private Inc. | 16,521 | $1.29M | 0.3% | +20.9% | 0.001% | |
11/12/2024 | Nwam LLC | 71,067 | $5.55M | 0.3% | N/A | 0.005% | |
11/12/2024 | Meridian Wealth Management LLC | 28,219 | $2.20M | 0.1% | -5.2% | 0.002% | |
11/12/2024 | Icon Wealth Advisors LLC | 4,186 | $314K | 0.0% | -78.8% | 0.000% | |
11/12/2024 | GM Advisory Group LLC | 5,902 | $461K | 0.0% | +30.7% | 0.000% | |
11/12/2024 | Planning Alternatives Ltd. ADV | 8,138 | $635K | 0.1% | +6.8% | 0.001% | |
11/12/2024 | CFS Investment Advisory Services LLC | 67,503 | $5.27M | 0.4% | +1.7% | 0.004% | |
11/12/2024 | Citigroup Inc. | 484,505 | $37.82M | 0.0% | +1.9% | 0.031% | |
11/12/2024 | Raymond James Trust N.A. | 423,964 | $33.09M | 0.7% | +7.5% | 0.027% | |
11/12/2024 | First County Bank CT | 18,321 | $1.43M | 0.7% | +41.7% | 0.001% | |
11/12/2024 | 49 Wealth Management LLC | 627,824 | $49.00M | 8.0% | +22,426.9% | 0.040% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 4,767,708 | $372.12M | 0.1% | -2.9% | 0.304% | |
11/12/2024 | Smithfield Trust Co | 4,190 | $327K | 0.0% | +21.6% | 0.000% | |
11/12/2024 | Integrated Investment Consultants LLC | 191,915 | $14.98M | 0.3% | +4.7% | 0.012% | |
11/9/2024 | LPL Financial LLC | 36,275,934 | $2.83B | 1.3% | +4.3% | 2.311% | |
11/9/2024 | Cypress Capital Group | 9,824 | $767K | 0.1% | -7.5% | 0.001% | |
11/8/2024 | Citizens Financial Group Inc. RI | 2,148,357 | $167.68M | 3.4% | +3.3% | 0.137% | |
11/8/2024 | Moors & Cabot Inc. | 4,025 | $314K | 0.0% | -56.5% | 0.000% | |
11/8/2024 | Darwin Wealth Management LLC | 378 | $30K | 0.0% | N/A | 0.000% | |
11/8/2024 | First Horizon Advisors Inc. | 168,768 | $13.17M | 0.4% | +4.4% | 0.011% | |
11/8/2024 | Howe & Rusling Inc. | 37,590 | $2.93M | 0.3% | -3.8% | 0.002% | |
11/8/2024 | Grant Street Asset Management Inc. | 11,912 | $930K | 0.3% | +2.7% | 0.001% | |
11/8/2024 | Commerce Bank | 254,064 | $19.83M | 0.1% | -1.5% | 0.016% | |
11/8/2024 | Northwest Bancshares Inc. | 19,050 | $1.49M | 0.3% | -1.1% | 0.001% | |
11/8/2024 | Strategy Asset Managers LLC | 19,887 | $1.55M | 0.3% | +95.4% | 0.001% | |
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11/8/2024 | Segall Bryant & Hamill LLC | 11,820 | $923K | 0.0% | N/A | 0.001% | |
11/8/2024 | Wealthgate Family Office LLC | 24,994 | $1.95M | 5.4% | +801.0% | 0.002% | |
11/8/2024 | Kraft Davis & Associates LLC | 6,277 | $460K | 0.1% | +10.1% | 0.000% | |
11/8/2024 | Avior Wealth Management LLC | 51,190 | $4.00M | 0.2% | -12.2% | 0.003% | |
11/8/2024 | PNC Financial Services Group Inc. | 14,921,871 | $1.16B | 0.7% | +0.7% | 0.950% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 631,277 | $49.27M | 3.0% | +25.4% | 0.040% | |
11/8/2024 | BIP Wealth LLC | 16,467 | $1.29M | 0.1% | +30.3% | 0.001% | |
11/7/2024 | Prospera Financial Services Inc | 59,645 | $4.66M | 0.1% | -11.3% | 0.004% | |
11/7/2024 | Tranquility Partners LLC | 8,981 | $701K | 0.3% | -6.7% | 0.001% | |
11/7/2024 | Vertex Planning Partners LLC | 5,180 | $404K | 0.1% | +4.7% | 0.000% | |
11/7/2024 | Caprock Group LLC | 117,488 | $9.17M | 0.3% | +550.3% | 0.007% | |
11/7/2024 | Pathstone Holdings LLC | 805,543 | $62.87M | 0.3% | -6.7% | 0.051% | |
11/7/2024 | Amara Financial LLC. | 3,297 | $257K | 0.2% | N/A | 0.000% | |
11/7/2024 | Fortis Advisors LLC | 4,368 | $341K | 0.2% | +14.6% | 0.000% | |
11/7/2024 | OneAscent Wealth Management LLC | 11,231 | $877K | 0.3% | +4.6% | 0.001% | |
11/7/2024 | Meeder Advisory Services Inc. | 783,997 | $61.19M | 4.0% | +8.6% | 0.050% | |
11/7/2024 | Wharton Business Group LLC | 28,898 | $2.26M | 0.1% | -11.4% | 0.002% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 6,533 | $510K | 0.4% | N/A | 0.000% | |
11/7/2024 | Tidemark LLC | 7,589 | $592K | 0.2% | +5.8% | 0.000% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 3,793 | $296K | 0.0% | -24.3% | 0.000% | |
11/7/2024 | Colony Family Offices LLC | 571,020 | $44.57M | 13.8% | +1.5% | 0.036% | |
11/7/2024 | Islay Capital Management LLC | 41,883 | $3.27M | 2.2% | +1.5% | 0.003% | |
11/7/2024 | MAI Capital Management | 1,629,083 | $127.15M | 1.2% | +0.6% | 0.104% | |
11/7/2024 | AMG National Trust Bank | 753,338 | $58.80M | 1.6% | -4.3% | 0.048% | |
11/7/2024 | Adaptive Financial Consulting LLC | 154,816 | $12.08M | 4.9% | +0.5% | 0.010% | |
11/7/2024 | Phillips Financial Management LLC | 43,836 | $3.42M | 0.3% | -0.5% | 0.003% | |
11/7/2024 | TrinityPoint Wealth LLC | 5,608 | $438K | 0.1% | +14.5% | 0.000% | |
11/7/2024 | Westfuller Advisors LLC | 78,152 | $6.10M | 4.4% | N/A | 0.005% | |
11/7/2024 | Thrivent Financial for Lutherans | 647,412 | $50.53M | 0.1% | -13.4% | 0.041% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 378,106 | $29.51M | 8.6% | +2.4% | 0.024% | |
11/6/2024 | Mechanics Financial Corp | 99,586 | $7.77M | 3.4% | +9.8% | 0.006% | |
11/6/2024 | Adero Partners LLC | 9,698 | $757K | 0.1% | -10.1% | 0.001% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 63,478 | $4.95M | 1.2% | -63.5% | 0.004% | |
11/6/2024 | GoalVest Advisory LLC | 31,974 | $2.50M | 0.7% | +16.4% | 0.002% | |
11/6/2024 | BCGM Wealth Management LLC | 6,915 | $540K | 0.2% | -2.5% | 0.000% | |
11/6/2024 | Sawgrass Asset Management LLC | 114,005 | $8.90M | 0.9% | +2.3% | 0.007% | |
11/6/2024 | Veery Capital LLC | 157,657 | $12.31M | 4.6% | +0.8% | 0.010% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 3,285,220 | $256.41M | 6.2% | +3.6% | 0.209% | |
11/6/2024 | River Street Advisors LLC | 18,144 | $1.42M | 0.8% | +18.8% | 0.001% | |
11/6/2024 | Turtle Creek Wealth Advisors LLC | 404,133 | $31.54M | 6.3% | +15.3% | 0.026% | |
11/6/2024 | Cutler Investment Counsel LLC | 359,418 | $28.05M | 3.5% | +23.3% | 0.023% | |
11/6/2024 | KPP Advisory Services LLC | 28,476 | $2.22M | 0.5% | -1.4% | 0.002% | |
11/6/2024 | Natixis Advisors LLC | 1,204,619 | $94.02M | 0.2% | +16.3% | 0.077% | |
11/6/2024 | Northeast Financial Group Inc. | 5,851 | $457K | 0.2% | -6.2% | 0.000% | |
11/6/2024 | Coastline Trust Co | 150,264 | $11.73M | 1.4% | +1.9% | 0.010% | |
11/6/2024 | Linscomb Wealth Inc. | 2,614 | $204K | 0.0% | N/A | 0.000% | |
11/6/2024 | Northcape Wealth Management LLC | 151,294 | $11.81M | 3.9% | +0.5% | 0.010% | |
11/6/2024 | Insight 2811 Inc. | 87,395 | $6.82M | 3.4% | -4.0% | 0.006% | |
11/6/2024 | Valley Wealth Managers Inc. | 26,692 | $2.08M | 0.2% | -0.9% | 0.002% | |
11/6/2024 | Birchcreek Wealth Management LLC | 94,726 | $7.39M | 4.8% | +4.8% | 0.006% | |
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11/6/2024 | Signature Estate & Investment Advisors LLC | 17,850 | $1.39M | 0.0% | -5.3% | 0.001% | |
11/6/2024 | First Business Financial Services Inc. | 1,657,693 | $129.38M | 12.9% | +0.1% | 0.106% | |
11/6/2024 | King Wealth Management Group | 83,236 | $6.50M | 1.0% | -9.9% | 0.005% | |
11/6/2024 | Balboa Wealth Partners | 16,315 | $1.27M | 0.3% | +18.5% | 0.001% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 104,345 | $8.14M | 2.3% | -30.4% | 0.007% | |
11/6/2024 | Neumann Capital Management LLC | 278,035 | $21.70M | 7.2% | -0.2% | 0.018% | |
11/6/2024 | OneDigital Investment Advisors LLC | 769,086 | $60.03M | 0.7% | +1.5% | 0.049% | |
11/6/2024 | Omnia Family Wealth LLC | 158,353 | $12.36M | 5.3% | -0.3% | 0.010% | |
11/6/2024 | Lifeworks Advisors LLC | 2,589 | $202K | 0.0% | N/A | 0.000% | |
11/6/2024 | International Private Wealth Advisors LLC | 6,228 | $486K | 0.7% | +11.5% | 0.000% | |