11/18/2024 | TD Private Client Wealth LLC | 171,605 | $16.39M | 0.5% | -16.1% | 0.085% | |
11/18/2024 | Sunbelt Securities Inc. | 47,789 | $4.56M | 0.4% | +33.7% | 0.024% | |
11/15/2024 | M&T Bank Corp | 56,254 | $5.37M | 0.0% | -8.9% | 0.028% | |
11/15/2024 | Continuum Advisory LLC | 1,828 | $177K | 0.0% | +17.5% | 0.001% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 3,891 | $372K | 0.0% | N/A | 0.002% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 679 | $65K | 0.0% | +37.7% | 0.000% | |
|
11/15/2024 | MML Investors Services LLC | 258,131 | $24.65M | 0.1% | +10.9% | 0.127% | |
11/15/2024 | Orion Portfolio Solutions LLC | 8,820 | $842K | 0.0% | +65.9% | 0.004% | |
11/15/2024 | EP Wealth Advisors LLC | 36,363 | $3.47M | 0.0% | -1.0% | 0.018% | |
11/15/2024 | Insigneo Advisory Services LLC | 2,610 | $249K | 0.0% | N/A | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 17,838 | $1.60M | 0.0% | +7.1% | 0.009% | |
11/15/2024 | Stifel Financial Corp | 143,412 | $13.69M | 0.0% | +6.1% | 0.071% | |
11/15/2024 | Swmg LLC | 5,486 | $536K | 0.2% | -6.4% | 0.003% | |
11/15/2024 | IHT Wealth Management LLC | 51,344 | $4.90M | 0.1% | -1.9% | 0.025% | |
11/15/2024 | Integrated Wealth Concepts LLC | 111,077 | $10.61M | 0.1% | -3.9% | 0.055% | |
11/15/2024 | HighTower Advisors LLC | 764,355 | $72.98M | 0.1% | +19.3% | 0.377% | |
11/15/2024 | Hilltop Holdings Inc. | 45,833 | $4.38M | 0.3% | +44.8% | 0.023% | |
11/15/2024 | Benjamin Edwards Inc. | 834,196 | $79.66M | 1.2% | +10,714.1% | 0.411% | |
11/15/2024 | Kestra Investment Management LLC | 2,321,388 | $221.67M | 9.5% | +53.2% | 1.144% | |
11/14/2024 | Captrust Financial Advisors | 56,775 | $5.42M | 0.0% | +3.2% | 0.028% | |
11/14/2024 | Rockefeller Capital Management L.P. | 127,644 | $12.19M | 0.0% | -4.4% | 0.063% | |
11/14/2024 | Carl P. Sherr & Co. LLC | 132,813 | $12.68M | 6.7% | -1.3% | 0.065% | |
11/14/2024 | Hantz Financial Services Inc. | 341,260 | $32.59M | 0.6% | -2.9% | 0.168% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 1,705 | $163K | 0.2% | N/A | 0.001% | |
11/13/2024 | FMR LLC | 457,638 | $43.70M | 0.0% | -0.6% | 0.226% | |
11/13/2024 | Private Trust Co. NA | 27,488 | $2.63M | 0.3% | -2.3% | 0.014% | |
11/13/2024 | Diversified LLC | 3,410 | $326K | 0.0% | +30.6% | 0.002% | |
11/13/2024 | Truvestments Capital LLC | 650 | $62K | 0.0% | N/A | 0.000% | |
11/12/2024 | Cahill Financial Advisors Inc. | 21,213 | $2.03M | 0.3% | +2.0% | 0.010% | |
11/12/2024 | Centaurus Financial Inc. | 158,282 | $15.11M | 1.0% | -2.5% | 0.078% | |
11/12/2024 | Larson Financial Group LLC | 1,447 | $138K | 0.0% | -27.1% | 0.001% | |
11/12/2024 | Family Capital Management Inc. | 28,519 | $2.72M | 1.8% | +10.7% | 0.014% | |
11/12/2024 | Kingsview Wealth Management LLC | 3,899 | $372K | 0.0% | +16.4% | 0.002% | |
11/12/2024 | Cerity Partners LLC | 27,847 | $2.66M | 0.0% | +1.5% | 0.014% | |
11/12/2024 | Great Valley Advisor Group Inc. | 20,934 | $2.00M | 0.0% | +82.2% | 0.010% | |
11/12/2024 | Certified Advisory Corp | 120,876 | $11.54M | 1.3% | +8.4% | 0.060% | |
11/12/2024 | Financial Council LLC | 91,226 | $8.71M | 4.5% | -0.3% | 0.045% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 2,716 | $259K | 0.0% | -29.0% | 0.001% | |
11/12/2024 | Nwam LLC | 9,517 | $909K | 0.1% | N/A | 0.005% | |
11/12/2024 | Meridian Wealth Management LLC | 6,372 | $608K | 0.0% | N/A | 0.003% | |
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11/12/2024 | Asset Management Group Inc. | 47,078 | $4.50M | 0.8% | -0.6% | 0.023% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 132,759 | $12.68M | 0.0% | -28.4% | 0.065% | |
11/9/2024 | LPL Financial LLC | 13,352,079 | $1.27B | 0.6% | +3.2% | 6.581% | |
11/8/2024 | Steele Capital Management Inc. | 207,325 | $19.80M | 1.0% | -2.1% | 0.102% | |
11/8/2024 | Citizens Financial Group Inc. RI | 2,857 | $273K | 0.0% | -26.0% | 0.001% | |
11/8/2024 | R. W. Roge & Company Inc. | 9,115 | $870K | 0.5% | -2.5% | 0.004% | |
11/8/2024 | Howe & Rusling Inc. | 218,547 | $20.87M | 1.8% | +8.7% | 0.108% | |
11/8/2024 | Sachetta LLC | 13,145 | $1.26M | 0.5% | +1.5% | 0.006% | |
11/8/2024 | Avior Wealth Management LLC | 1,205 | $115K | 0.0% | -30.6% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 563,240 | $53.78M | 0.0% | +1.1% | 0.278% | |
11/8/2024 | Prospera Financial Services Inc | 24,168 | $2.31M | 0.1% | -3.9% | 0.012% | |
11/7/2024 | Caprock Group LLC | 22,082 | $2.11M | 0.1% | N/A | 0.011% | |
11/7/2024 | Elm Partners Management LLC | 51,218 | $4.89M | 0.3% | -0.7% | 0.025% | |
11/7/2024 | Equity Investment Corp | 26,372 | $2.52M | 0.1% | -11.4% | 0.013% | |
11/7/2024 | MB Generational Wealth LLC | 2,181 | $208K | 0.1% | N/A | 0.001% | |
11/7/2024 | Thrivent Financial for Lutherans | 4,415 | $422K | 0.0% | -52.8% | 0.002% | |
11/7/2024 | Claro Advisors LLC | 5,893 | $563K | 0.1% | -33.9% | 0.003% | |
11/6/2024 | Bank of Marin | 4,316 | $412K | 0.3% | -4.6% | 0.002% | |
11/6/2024 | Birchcreek Wealth Management LLC | 122,821 | $11.73M | 7.7% | +3.7% | 0.061% | |
11/6/2024 | OneDigital Investment Advisors LLC | 68,250 | $6.52M | 0.1% | -3.1% | 0.034% | |
11/6/2024 | Endowment Wealth Management Inc. | 28,607 | $2.73M | 1.8% | +16.6% | 0.014% | |
11/6/2024 | Main Street Financial Solutions LLC | 90,958 | $8.69M | 0.8% | +6.5% | 0.045% | |
11/6/2024 | Oppenheimer & Co. Inc. | 31,866 | $3.04M | 0.0% | +1.3% | 0.016% | |
11/5/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 17,202 | $1.62M | 0.5% | +1.1% | 0.008% | |
11/5/2024 | First Heartland Consultants Inc. | 19,195 | $1.83M | 0.2% | -2.9% | 0.009% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 5,814 | $555K | 0.0% | -2.5% | 0.003% | |
11/5/2024 | Mascoma Wealth Management LLC | 7,795 | $744K | 0.2% | -9.3% | 0.004% | |
11/5/2024 | Verus Capital Partners LLC | 5,052 | $482K | 0.0% | +20.8% | 0.002% | |
11/5/2024 | Apollon Wealth Management LLC | 6,006 | $574K | 0.0% | N/A | 0.003% | |
11/5/2024 | Northwest Wealth Management LLC | 11,796 | $1.13M | 0.3% | -13.4% | 0.006% | |
11/4/2024 | Venturi Wealth Management LLC | 1,036,031 | $98.93M | 5.2% | +57.3% | 0.511% | |
11/4/2024 | Weil Company Inc. | 175,307 | $16.74M | 5.5% | +31.8% | 0.086% | |
11/4/2024 | GDS Wealth Management | 452,513 | $43.21M | 4.2% | -0.9% | 0.223% | |
11/4/2024 | Beam Wealth Advisors Inc. | 81,336 | $7.77M | 2.4% | +6.3% | 0.040% | |
11/4/2024 | 1900 Wealth Management LLC | 42,999 | $3.89M | 0.4% | +159.5% | 0.021% | |
11/4/2024 | Brickley Wealth Management | 11,806 | $1.13M | 0.2% | -1.8% | 0.006% | |
11/4/2024 | Colonial River Investments LLC | 2,610 | $249K | 0.1% | N/A | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 2,610 | $249K | 0.0% | N/A | 0.001% | |
11/4/2024 | Sigma Planning Corp | 118,111 | $11.28M | 0.3% | +3.3% | 0.058% | |
11/2/2024 | 17 Capital Partners LLC | 21,844 | $2.09M | 1.4% | +5.7% | 0.011% | |
11/2/2024 | XML Financial LLC | 3,794 | $362K | 0.0% | +10.8% | 0.002% | |
11/1/2024 | Atria Investments Inc | 185,707 | $17.73M | 0.2% | -57.3% | 0.092% | |
11/1/2024 | Assetmark Inc. | 2,138 | $204K | 0.0% | -95.9% | 0.001% | |
11/1/2024 | Townsend & Associates Inc | 448,982 | $43.11M | 4.4% | -3.9% | 0.222% | |
11/1/2024 | Rovin Capital UT ADV | 74,661 | $7.13M | 2.6% | +63.0% | 0.037% | |
11/1/2024 | Able Wealth Management LLC | 58,966 | $5.63M | 4.3% | +2.2% | 0.029% | |
11/1/2024 | CWA Asset Management Group LLC | 2,539 | $242K | 0.0% | N/A | 0.001% | |
11/1/2024 | Leavell Investment Management Inc. | 3,714 | $355K | 0.0% | +50.1% | 0.002% | |
11/1/2024 | Capital Performance Advisors LLP | 340 | $32K | 0.0% | N/A | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 17,522 | $1.67M | 0.6% | +9.4% | 0.009% | |
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10/31/2024 | Confluence Investment Management LLC | 71,045 | $6.78M | 0.1% | +1,154.8% | 0.035% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 161,035 | $15.38M | 1.8% | -1.4% | 0.079% | |
10/31/2024 | Concurrent Investment Advisors LLC | 112,522 | $10.75M | 0.3% | +3.6% | 0.056% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 2,547 | $243K | 0.1% | -7.7% | 0.001% | |
10/30/2024 | Guidance Point Advisors LLC | 27,804 | $2.66M | 0.8% | -1.2% | 0.014% | |
10/30/2024 | Long Run Wealth Advisors LLC | 2,193 | $209K | 0.0% | N/A | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 155,162 | $14.82M | 1.5% | +1.1% | 0.077% | |
10/30/2024 | Financial Partners Group Inc | 49,877 | $4.76M | 0.7% | +934.1% | 0.025% | |
10/30/2024 | Crestwood Advisors Group LLC | 20,111 | $1.92M | 0.0% | -1.9% | 0.010% | |
10/30/2024 | Ameritas Advisory Services LLC | 125,325 | $11.97M | 0.5% | -23.0% | 0.062% | |