11/19/2024 | M&T Bank Corp | 48,420 | $6.39M | 0.0% | -6.7% | 0.032% | |
11/18/2024 | TD Private Client Wealth LLC | 38,892 | $5.13M | 0.1% | +0.3% | 0.026% | |
11/18/2024 | Sunbelt Securities Inc. | 7,317 | $965K | 0.1% | +30.2% | 0.005% | |
11/18/2024 | Coldstream Capital Management Inc. | 43,219 | $5.70M | 0.1% | -2.5% | 0.029% | |
11/15/2024 | MidWestOne Financial Group Inc. | 26,379 | $3.48M | 0.5% | -16.8% | 0.018% | |
11/15/2024 | M&T Bank Corp | 48,420 | $6.39M | 0.0% | -6.7% | 0.032% | |
|
11/15/2024 | Continuum Advisory LLC | 1,784 | $246K | 0.0% | +9.9% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 245,353 | $32.36M | 0.1% | +13.6% | 0.165% | |
11/15/2024 | Orion Portfolio Solutions LLC | 10,711 | $1.41M | 0.0% | +5.0% | 0.007% | |
11/15/2024 | Jane Street Group LLC | 2,889 | $381K | 0.0% | -81.5% | 0.002% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 2,178 | $287K | 0.0% | N/A | 0.001% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 6,533 | $862K | 0.1% | -24.4% | 0.004% | |
11/15/2024 | SageView Advisory Group LLC | 1,991 | $263K | 0.0% | -8.0% | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 71,988 | $9.49M | 0.3% | +4.9% | 0.048% | |
11/15/2024 | Integrated Wealth Concepts LLC | 140,856 | $18.58M | 0.2% | -4.9% | 0.094% | |
11/15/2024 | HighTower Advisors LLC | 561,926 | $74.12M | 0.1% | -0.2% | 0.377% | |
11/15/2024 | Benjamin Edwards Inc. | 599,022 | $79.02M | 1.1% | +10,090.9% | 0.402% | |
11/15/2024 | Kestra Investment Management LLC | 840,995 | $110.94M | 4.8% | +11.1% | 0.564% | |
11/14/2024 | TRUE Private Wealth Advisors | 3,040 | $401K | 0.0% | -38.4% | 0.002% | |
11/14/2024 | Flow Traders U.S. LLC | 24,182 | $3.19M | 0.2% | +26.1% | 0.016% | |
11/14/2024 | Captrust Financial Advisors | 90,772 | $11.97M | 0.0% | -13.7% | 0.061% | |
11/14/2024 | Rockefeller Capital Management L.P. | 95,052 | $12.54M | 0.0% | -5.4% | 0.064% | |
11/14/2024 | Financial Counselors Inc. | 24,511 | $3.23M | 0.0% | +4.4% | 0.016% | |
11/14/2024 | Providence Capital Advisors LLC | 300 | $40K | 0.0% | -60.9% | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 2,028 | $268K | 0.0% | N/A | 0.001% | |
11/13/2024 | Townsquare Capital LLC | 5,575 | $735K | 0.0% | -6.9% | 0.004% | |
11/13/2024 | FMR LLC | 733,264 | $96.73M | 0.0% | -0.4% | 0.492% | |
11/13/2024 | D.A. Davidson & CO. | 22,175 | $2.93M | 0.0% | +5.5% | 0.015% | |
11/13/2024 | Bank of Montreal Can | 62,178 | $8.15M | 0.0% | -0.3% | 0.042% | |
11/13/2024 | Private Trust Co. NA | 27,865 | $3.68M | 0.4% | -1.8% | 0.019% | |
11/13/2024 | Diversified LLC | 7,375 | $973K | 0.1% | +10.5% | 0.005% | |
11/12/2024 | Cahill Financial Advisors Inc. | 16,311 | $2.15M | 0.3% | +6.6% | 0.011% | |
11/12/2024 | Larson Financial Group LLC | 710 | $94K | 0.0% | +671.7% | 0.000% | |
11/12/2024 | Cerity Partners LLC | 9,014 | $1.19M | 0.0% | +124.9% | 0.006% | |
11/12/2024 | Kingsview Wealth Management LLC | 10,516 | $1.39M | 0.0% | +38.4% | 0.007% | |
11/12/2024 | Optivise Advisory Services LLC | 7,943 | $1.05M | 0.6% | N/A | 0.005% | |
11/12/2024 | Great Valley Advisor Group Inc. | 23,423 | $3.09M | 0.1% | +25.4% | 0.016% | |
11/12/2024 | Financial Council LLC | 88,705 | $11.70M | 6.1% | -0.8% | 0.059% | |
11/12/2024 | Meridian Wealth Management LLC | 9,607 | $1.27M | 0.1% | N/A | 0.006% | |
11/12/2024 | Allen Capital Group LLC | 5,658 | $746K | 0.1% | +2.4% | 0.004% | |
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11/12/2024 | Asset Management Group Inc. | 5,962 | $786K | 0.1% | -23.7% | 0.004% | |
11/12/2024 | Darden Wealth Group Inc | 11,566 | $1.53M | 1.1% | -1.1% | 0.008% | |
11/12/2024 | Investors Research Corp | 6,291 | $830K | 0.2% | +5.3% | 0.004% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 92,643 | $12.22M | 0.0% | -60.8% | 0.062% | |
11/9/2024 | LPL Financial LLC | 14,877,167 | $1.96B | 0.9% | +0.6% | 9.975% | |
11/8/2024 | Citizens Financial Group Inc. RI | 678,511 | $89.50M | 1.8% | +5.2% | 0.455% | |
11/8/2024 | MTM Investment Management LLC | 530 | $70K | 0.0% | +1,666.7% | 0.000% | |
11/8/2024 | First Horizon Advisors Inc. | 1,144 | $151K | 0.0% | -13.4% | 0.001% | |
11/8/2024 | Howe & Rusling Inc. | 239,955 | $31.65M | 2.7% | +5.3% | 0.161% | |
11/8/2024 | PNC Financial Services Group Inc. | 789,987 | $104.21M | 0.1% | -5.6% | 0.530% | |
11/8/2024 | Prospera Financial Services Inc | 15,187 | $2.01M | 0.1% | +1.6% | 0.010% | |
11/7/2024 | Caprock Group LLC | 17,466 | $2.30M | 0.1% | +0.6% | 0.012% | |
11/7/2024 | Spectrum Wealth Advisory Group LLC | 51,056 | $6.74M | 3.8% | +0.2% | 0.034% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 5,394 | $712K | 0.5% | N/A | 0.004% | |
11/7/2024 | MAI Capital Management | 5,550 | $732K | 0.0% | -21.3% | 0.004% | |
11/7/2024 | Planning Directions Inc. | 22,303 | $2.94M | 1.8% | +2.2% | 0.015% | |
11/7/2024 | Thrivent Financial for Lutherans | 25,926 | $3.42M | 0.0% | -28.9% | 0.017% | |
11/6/2024 | Cutler Investment Counsel LLC | 181,184 | $23.90M | 3.0% | +5.9% | 0.121% | |
11/6/2024 | Birchcreek Wealth Management LLC | 104,138 | $13.74M | 9.0% | -0.2% | 0.070% | |
11/6/2024 | Neumann Capital Management LLC | 30,003 | $3.96M | 1.3% | +3.6% | 0.020% | |
11/6/2024 | Endowment Wealth Management Inc. | 27,947 | $3.69M | 2.4% | +10.7% | 0.019% | |
11/6/2024 | Main Street Financial Solutions LLC | 57,781 | $7.62M | 0.7% | +4.3% | 0.039% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,317 | $1.36M | 0.0% | +0.9% | 0.007% | |
11/5/2024 | Empower Advisory Group LLC | 4,289 | $566K | 0.0% | -16.7% | 0.003% | |
11/5/2024 | RPG Investment Advisory LLC | 4,530 | $598K | 0.1% | +18.3% | 0.003% | |
11/5/2024 | First Heartland Consultants Inc. | 37,496 | $4.95M | 0.5% | -2.1% | 0.025% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 3,223 | $425K | 0.0% | -2.8% | 0.002% | |
11/5/2024 | Mascoma Wealth Management LLC | 182,206 | $24.04M | 6.0% | -2.6% | 0.122% | |
11/5/2024 | Verus Capital Partners LLC | 5,665 | $747K | 0.1% | +8.0% | 0.004% | |
11/5/2024 | Harbour Investments Inc. | 3,162 | $417K | 0.0% | -19.2% | 0.002% | |
11/5/2024 | Opinicus Capital Inc. | 2,511 | $331K | 0.3% | N/A | 0.002% | |
11/4/2024 | Venturi Wealth Management LLC | 252 | $33K | 0.0% | +460.0% | 0.000% | |
11/4/2024 | GDS Wealth Management | 5,334 | $704K | 0.1% | -92.8% | 0.004% | |
11/4/2024 | Beam Wealth Advisors Inc. | 29,545 | $3.90M | 1.2% | +37.7% | 0.020% | |
11/4/2024 | Patten & Patten Inc. TN | 3,814 | $503K | 0.0% | -8.4% | 0.003% | |
11/4/2024 | 1900 Wealth Management LLC | 65,683 | $8.66M | 0.8% | +49.3% | 0.044% | |
11/4/2024 | Colonial River Investments LLC | 1,955 | $258K | 0.1% | +14.8% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 1,955 | $258K | 0.0% | +14.8% | 0.001% | |
11/4/2024 | Sigma Planning Corp | 15,571 | $2.05M | 0.1% | -1.4% | 0.010% | |
11/2/2024 | XML Financial LLC | 8,070 | $1.07M | 0.1% | +2.4% | 0.005% | |
11/1/2024 | Atria Investments Inc | 150,952 | $19.91M | 0.2% | +10.5% | 0.101% | |
11/1/2024 | TCTC Holdings LLC | 11,050 | $1.46M | 0.0% | +93.9% | 0.007% | |
11/1/2024 | Wealth Quarterback LLC | 65,616 | $8.66M | 4.5% | -30.1% | 0.044% | |
11/1/2024 | Assetmark Inc. | 443 | $58K | 0.0% | -95.7% | 0.000% | |
11/1/2024 | Seascape Capital Management | 4,211 | $555K | 0.2% | +2.4% | 0.003% | |
11/1/2024 | Able Wealth Management LLC | 37,284 | $4.92M | 3.7% | +0.3% | 0.025% | |
11/1/2024 | Holistic Planning LLC | 10,250 | $1.35M | 0.6% | -11.8% | 0.007% | |
11/1/2024 | Hollencrest Capital Management | 21,799 | $2.88M | 0.1% | -12.1% | 0.015% | |
11/1/2024 | ABLE Financial Group LLC | 1,625 | $214K | 0.1% | N/A | 0.001% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 2,314 | $305K | 0.1% | N/A | 0.002% | |
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10/31/2024 | Global Strategic Investment Solutions LLC | 76,745 | $10.12M | 1.2% | -6.5% | 0.051% | |
10/31/2024 | Concurrent Investment Advisors LLC | 92,379 | $12.19M | 0.4% | -0.6% | 0.062% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 12,400 | $1.64M | 0.3% | -4.8% | 0.008% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 10,619 | $1.40M | 0.5% | +1.4% | 0.007% | |
10/30/2024 | Flagship Private Wealth LLC | 28,411 | $3.75M | 1.9% | +4.6% | 0.019% | |
10/30/2024 | Crescent Grove Advisors LLC | 3,257 | $430K | 0.0% | -11.0% | 0.002% | |
10/30/2024 | Focused Wealth Management Inc | 502 | $66K | 0.0% | N/A | 0.000% | |
10/30/2024 | Catalyst Private Wealth LLC | 1,653 | $218K | 0.1% | N/A | 0.001% | |
10/30/2024 | United Advisor Group LLC | 1,565 | $206K | 0.0% | -8.7% | 0.001% | |
10/30/2024 | QRG Capital Management Inc. | 1,844 | $243K | 0.0% | N/A | 0.001% | |