1/3/2025 | First Citizens Financial Corp | 3,312 | $350K | 0.2% | -15.0% | 0.005% | |
1/3/2025 | Modus Advisors LLC | 1,000 | $106K | 0.0% | N/A | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 380,837 | $41.53M | 0.0% | -21.2% | 0.564% | |
12/18/2024 | Syntax Research Inc. | 72,176 | $7.87M | 5.3% | +0.9% | 0.107% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 13,321 | $1.45M | 0.0% | -1.2% | 0.020% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 17,412 | $1.90M | 0.2% | -4.2% | 0.026% | |
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11/27/2024 | Franklin Resources Inc. | 1,459,802 | $161.97M | 0.0% | -3.4% | 2.161% | |
11/25/2024 | Destination Wealth Management | 2,173 | $237K | 0.0% | N/A | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 270 | $29K | 0.0% | N/A | 0.000% | |
11/25/2024 | Sanctuary Advisors LLC | 16,396 | $1.87M | 0.0% | -18.7% | 0.024% | |
11/19/2024 | M&T Bank Corp | 1,015,749 | $110.76M | 0.4% | -0.9% | 1.504% | |
11/18/2024 | Arete Wealth Advisors LLC | 3,388 | $369K | 0.0% | -21.0% | 0.005% | |
11/15/2024 | M&T Bank Corp | 1,015,749 | $110.76M | 0.3% | -0.9% | 1.504% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 33,600 | $3.66M | 0.0% | N/A | 0.050% | |
11/15/2024 | MML Investors Services LLC | 55,988 | $6.11M | 0.0% | -3.3% | 0.083% | |
11/15/2024 | Orion Portfolio Solutions LLC | 16,345 | $1.78M | 0.0% | -7.7% | 0.024% | |
11/15/2024 | EP Wealth Advisors LLC | 27,572 | $3.01M | 0.0% | +0.4% | 0.041% | |
11/15/2024 | Insigneo Advisory Services LLC | 12,032 | $1.31M | 0.1% | +4.8% | 0.018% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 55,324 | $5.92M | 0.0% | N/A | 0.082% | |
11/15/2024 | Stifel Financial Corp | 11,599 | $1.27M | 0.0% | -16.1% | 0.017% | |
11/15/2024 | SageView Advisory Group LLC | 14,362 | $1.57M | 0.1% | -0.9% | 0.021% | |
11/15/2024 | IHT Wealth Management LLC | 3,556 | $388K | 0.0% | -9.9% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 270,951 | $29.54M | 0.4% | +5.4% | 0.401% | |
11/15/2024 | HighTower Advisors LLC | 80,753 | $8.81M | 0.0% | -1.5% | 0.120% | |
11/15/2024 | Ascent Group LLC | 3,077 | $336K | 0.0% | -5.1% | 0.005% | |
11/14/2024 | Flow Traders U.S. LLC | 19,521 | $2.13M | 0.1% | +20.3% | 0.029% | |
11/14/2024 | Captrust Financial Advisors | 3,173 | $346K | 0.0% | +8.2% | 0.005% | |
11/14/2024 | Bell Investment Advisors Inc | 3,499 | $382K | 0.1% | +6.9% | 0.005% | |
11/14/2024 | CreativeOne Wealth LLC | 11,153 | $1.22M | 0.0% | N/A | 0.017% | |
11/13/2024 | Townsquare Capital LLC | 2,251 | $245K | 0.0% | -5.3% | 0.003% | |
11/13/2024 | BNP Paribas Financial Markets | 12,528 | $1.37M | 0.0% | +1.4% | 0.019% | |
11/13/2024 | FMR LLC | 312,273 | $34.05M | 0.0% | -2.2% | 0.462% | |
11/13/2024 | Diversified LLC | 2,996 | $327K | 0.0% | +7.8% | 0.004% | |
11/12/2024 | MGB Wealth Management LLC | 275 | $30K | 0.0% | N/A | 0.000% | |
11/12/2024 | Cerity Partners LLC | 729,032 | $79.49M | 0.2% | +2.8% | 1.079% | |
11/12/2024 | Great Valley Advisor Group Inc. | 8,589 | $937K | 0.0% | -27.1% | 0.013% | |
11/12/2024 | Waddell & Associates LLC | 53,490 | $5.83M | 0.7% | -7.8% | 0.079% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 4,509,184 | $491.68M | 28.7% | +0.4% | 6.675% | |
11/12/2024 | Meridian Wealth Management LLC | 9,090 | $991K | 0.0% | +18.4% | 0.013% | |
11/12/2024 | Studio Investment Management LLC | 253 | $28K | 0.0% | N/A | 0.000% | |
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11/8/2024 | First Horizon Advisors Inc. | 4,223 | $461K | 0.0% | -24.1% | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 620,126 | $67.62M | 0.0% | -5.8% | 0.918% | |
11/8/2024 | Summit Wealth Group LLC | 45,480 | $4.96M | 1.4% | -49.0% | 0.067% | |
11/7/2024 | Wharton Business Group LLC | 1,290,421 | $140.71M | 6.3% | +15.6% | 1.910% | |
11/7/2024 | EQ LLC | 30,226 | $3.30M | 1.6% | +10.1% | 0.045% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,585 | $2.03M | 0.0% | -2.0% | 0.028% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 6,091 | $664K | 0.0% | -18.6% | 0.009% | |
11/6/2024 | OneDigital Investment Advisors LLC | 56,747 | $6.19M | 0.1% | -3.6% | 0.084% | |
11/6/2024 | Schrum Private Wealth Management LLC | 4,974 | $542K | 0.3% | +79.6% | 0.007% | |
11/5/2024 | Haverford Trust Co | 89,503 | $9.76M | 0.1% | -0.6% | 0.132% | |
11/5/2024 | Carrera Capital Advisors | 9,774 | $1.07M | 0.3% | +5.6% | 0.014% | |
11/5/2024 | Aptus Capital Advisors LLC | 54,372 | $5.93M | 0.1% | -28.6% | 0.080% | |
11/5/2024 | Harbour Investments Inc. | 14,506 | $1.58M | 0.0% | +1.1% | 0.021% | |
11/5/2024 | Apollon Wealth Management LLC | 2,266 | $247K | 0.0% | -12.0% | 0.003% | |
11/4/2024 | Addison Advisors LLC | 112,177 | $12.23M | 3.4% | +7.7% | 0.166% | |
11/4/2024 | Mayflower Financial Advisors LLC | 6,393 | $697K | 0.1% | -6.3% | 0.009% | |
11/4/2024 | Sigma Planning Corp | 3,360 | $366K | 0.0% | -8.2% | 0.005% | |
11/1/2024 | Atria Investments Inc | 7,607 | $829K | 0.0% | +3.8% | 0.011% | |
11/1/2024 | Assetmark Inc. | 15,342 | $1.67M | 0.0% | -2.6% | 0.023% | |
10/31/2024 | LS Investment Advisors LLC | 15,560 | $1.70M | 0.3% | -23.4% | 0.023% | |
10/31/2024 | Montecito Bank & Trust | 4,723 | $515K | 0.1% | -31.1% | 0.007% | |
10/31/2024 | US Financial Advisors LLC | 3,877 | $423K | 0.1% | -54.2% | 0.006% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 2,409 | $263K | 0.1% | -63.1% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 264,489 | $28.84M | 0.1% | -4.4% | 0.392% | |
10/29/2024 | Realta Investment Advisors | 1,429 | $159K | 0.1% | -40.2% | 0.002% | |
10/29/2024 | Farther Finance Advisors LLC | 8,160 | $890K | 0.0% | -18.1% | 0.012% | |
10/28/2024 | Interchange Capital Partners LLC | 41,506 | $4.53M | 1.6% | +0.8% | 0.061% | |
10/28/2024 | Focus Financial Network Inc. | 39,007 | $4.25M | 0.2% | +0.9% | 0.058% | |
10/28/2024 | Stephens Inc. AR | 39,036 | $4.26M | 0.1% | +14.8% | 0.058% | |
10/28/2024 | Baron Silver Stevens Financial Advisors LLC | 23,118 | $2.52M | 0.4% | +2.3% | 0.034% | |
10/28/2024 | Rosenberg Matthew Hamilton | 2,408 | $263K | 0.1% | -29.7% | 0.004% | |
10/28/2024 | US Bancorp DE | 14,177 | $1.55M | 0.0% | -11.9% | 0.021% | |
10/25/2024 | Strategic Blueprint LLC | 3,278 | $357K | 0.0% | -26.1% | 0.005% | |
10/24/2024 | Strategic Investment Management LLC | 12,200 | $1.33M | 1.4% | -14.2% | 0.018% | |
10/24/2024 | OMNI 360 Wealth Inc. | 8,780 | $957K | 0.6% | +1.8% | 0.013% | |
10/24/2024 | J.W. Cole Advisors Inc. | 11,096 | $1.21M | 0.1% | -6.2% | 0.016% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 30,562 | $3.33M | 0.0% | -4.6% | 0.045% | |
10/22/2024 | McAdam LLC | 18,081 | $1.97M | 0.1% | -5.8% | 0.027% | |
10/22/2024 | U.S. Capital Wealth Advisors LLC | 37,150 | $4.05M | 0.1% | -14.2% | 0.055% | |
10/22/2024 | Foundry Financial Group Inc. | 3,154 | $344K | 0.2% | -27.2% | 0.005% | |
10/22/2024 | Greenleaf Trust | 6,896 | $752K | 0.0% | +5.7% | 0.010% | |
10/22/2024 | Private Advisor Group LLC | 18,001 | $1.96M | 0.0% | -27.0% | 0.027% | |
10/22/2024 | Signaturefd LLC | 81,521 | $8.89M | 0.2% | -2.0% | 0.121% | |
10/21/2024 | Foundations Investment Advisors LLC | 15,168 | $1.65M | 0.0% | +8.7% | 0.022% | |
10/21/2024 | Northwest Investment Counselors LLC | 420 | $46K | 0.0% | N/A | 0.001% | |
10/21/2024 | Cannon Financial Strategists Inc. | 13,338 | $1.45M | 0.3% | +368.2% | 0.020% | |
10/21/2024 | Trilogy Capital Inc. | 187,848 | $20.48M | 1.0% | +2.1% | 0.278% | |
10/19/2024 | Cannon Financial Strategists Inc. | 3,611 | $365K | 0.1% | +26.7% | 0.005% | |
10/18/2024 | Raymond James & Associates | 185,291 | $20.20M | 0.0% | -27.5% | 0.274% | |
10/18/2024 | First Citizens Bank & Trust Co. | 11,301 | $1.23M | 0.0% | -64.5% | 0.017% | |
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10/18/2024 | Blue Trust Inc. | 515 | $53K | 0.0% | -18.4% | 0.001% | |
10/17/2024 | Well Done LLC | 49,196 | $5.36M | 1.0% | -7.3% | 0.073% | |
10/16/2024 | Bleakley Financial Group LLC | 16,127 | $1.76M | 0.1% | -1.1% | 0.024% | |
10/16/2024 | Global Retirement Partners LLC | 4,929 | $537K | 0.0% | -16.1% | 0.007% | |
10/16/2024 | One Wealth Advisors LLC | 8,642 | $942K | 0.1% | -6.6% | 0.013% | |
10/16/2024 | Hengehold Capital Management LLC | 3,279 | $358K | 0.0% | -2.8% | 0.005% | |
10/15/2024 | Bbjs Financial Advisors LLC | 56,095 | $6.12M | 2.2% | +0.8% | 0.083% | |
10/15/2024 | NBC Securities Inc. | 869 | $94K | 0.0% | -47.5% | 0.001% | |
10/11/2024 | Creative Planning | 12,598 | $1.37M | 0.0% | -2.1% | 0.019% | |
10/11/2024 | Elk River Wealth Management LLC | 157,741 | $17.20M | 3.1% | +3.4% | 0.234% | |