1/17/2025 | Janney Montgomery Scott LLC | 1,442,260 | $95.39M | 0.3% | -2.1% | 0.255% | |
1/17/2025 | Park Place Capital Corp | 11,312 | $748K | 0.2% | N/A | 0.002% | |
1/17/2025 | Finley Financial LLC | 169,922 | $11.26M | 5.9% | N/A | 0.030% | |
1/17/2025 | Madison Park Capital Advisors LLC | 7,691 | $509K | 0.4% | +97.1% | 0.001% | |
1/16/2025 | Harbor Investment Advisory LLC | 5,164 | $342K | 0.0% | +3.7% | 0.001% | |
1/16/2025 | Zhang Financial LLC | 58,926 | $3.90M | 0.2% | +3.0% | 0.010% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 457 | $30K | 0.0% | -72.8% | 0.000% | |
1/13/2025 | Gleason Group Inc. | 82,611 | $5.46M | 1.0% | -9.4% | 0.015% | |
1/13/2025 | AdvisorNet Financial Inc | 90,407 | $5.98M | 0.5% | +6.5% | 0.016% | |
1/10/2025 | LVM Capital Management Ltd. MI | 64,266 | $4.25M | 0.5% | +4.3% | 0.011% | |
|
1/7/2025 | Rise Advisors LLC | 3,072 | $203K | 0.1% | -35.2% | 0.001% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 33,699 | $2.23M | 1.7% | +246.6% | 0.006% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 22,947 | $1.52M | 0.1% | +2.1% | 0.004% | |
12/26/2024 | JPMorgan Chase & Co. | 1,097,050 | $79.68M | 0.0% | +42.3% | 0.200% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,767 | $128K | 0.0% | N/A | 0.000% | |
11/25/2024 | Broadview Financial Management LLC | 13,655 | $992K | 0.7% | -1.2% | 0.002% | |
11/18/2024 | Sunbelt Securities Inc. | 13,926 | $1.01M | 0.1% | +10.2% | 0.003% | |
11/15/2024 | Continuum Advisory LLC | 38,685 | $2.63M | 0.3% | +5.1% | 0.007% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 214,646 | $14.44M | 0.1% | +17.7% | 0.039% | |
11/15/2024 | IHT Wealth Management LLC | 10,890 | $791K | 0.0% | +5.3% | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 166,037 | $12.06M | 0.1% | +29.6% | 0.030% | |
11/15/2024 | Alerus Financial NA | 1,068,877 | $77.63M | 5.7% | -1.5% | 0.195% | |
11/15/2024 | FSA Wealth Management LLC | 91,630 | $6.66M | 2.7% | N/A | 0.017% | |
11/14/2024 | Flow Traders U.S. LLC | 541,454 | $39.33M | 2.0% | N/A | 0.099% | |
11/14/2024 | Captrust Financial Advisors | 640,256 | $46.50M | 0.1% | -1.4% | 0.117% | |
11/14/2024 | Icon Wealth Advisors LLC | 8,444 | $613K | 0.1% | +1.9% | 0.002% | |
11/12/2024 | Cahill Financial Advisors Inc. | 8,379 | $609K | 0.1% | -3.1% | 0.002% | |
11/12/2024 | Icon Wealth Advisors LLC | 5,914 | $430K | 0.0% | -28.6% | 0.001% | |
11/9/2024 | Tradewinds LLC. | 3,700 | $269K | 0.1% | +4.1% | 0.001% | |
11/7/2024 | MAI Capital Management | 9,630 | $699K | 0.0% | +2.8% | 0.002% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 4,233,368 | $307.47M | 7.4% | +2.3% | 0.773% | |
11/6/2024 | NYL Investors LLC | 191,100 | $13.88M | 0.9% | -7.8% | 0.035% | |
11/6/2024 | Connable Office Inc. | 198,214 | $14.40M | 1.4% | +0.9% | 0.036% | |
11/5/2024 | Haverford Trust Co | 29,854 | $2.17M | 0.0% | -10.5% | 0.005% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 1,084,114 | $78.74M | 1.1% | -2.6% | 0.198% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 80,277 | $5.83M | 0.4% | -3.7% | 0.015% | |
11/1/2024 | Equitable Trust Co. | 407,013 | $29.56M | 1.9% | -1.9% | 0.074% | |
10/31/2024 | Cozad Asset Management Inc. | 10,756 | $781K | 0.1% | +2.2% | 0.002% | |
10/30/2024 | Crescent Grove Advisors LLC | 55,917 | $4.06M | 0.4% | -10.5% | 0.010% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,473,114 | $106.99M | 0.3% | +1.1% | 0.269% | |
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10/29/2024 | Farther Finance Advisors LLC | 17,877 | $1.30M | 0.0% | -1.8% | 0.003% | |
10/25/2024 | Strategic Blueprint LLC | 5,155 | $374K | 0.0% | +6.1% | 0.001% | |
10/24/2024 | Arkadios Wealth Advisors | 3,736 | $271K | 0.0% | -7.2% | 0.001% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 16,647 | $1.21M | 0.4% | +6.7% | 0.003% | |
10/22/2024 | Maripau Wealth Management LLC | 11,964 | $869K | 0.8% | -3.6% | 0.002% | |
10/21/2024 | Vicus Capital | 22,266 | $1.62M | 0.1% | +1.2% | 0.004% | |
10/21/2024 | RFP Financial Group LLC | 163,808 | $11.90M | 3.9% | +1.8% | 0.030% | |
10/19/2024 | Madison Park Capital Advisors LLC | 3,903 | $284K | 0.2% | +6.3% | 0.001% | |
10/16/2024 | Gleason Group Inc. | 91,193 | $6.62M | 1.2% | +1.1% | 0.017% | |
10/16/2024 | Tsfg LLC | 584 | $42K | 0.0% | -57.8% | 0.000% | |
10/15/2024 | Aspect Partners LLC | 12,402 | $901K | 0.5% | +4.8% | 0.002% | |
10/15/2024 | Zhang Financial LLC | 57,225 | $4.16M | 0.3% | +7.8% | 0.010% | |
10/11/2024 | Rise Advisors LLC | 4,738 | $344K | 0.2% | -20.5% | 0.001% | |
10/7/2024 | Sara Bay Financial | 7,092 | $515K | 0.2% | -20.4% | 0.001% | |
10/5/2024 | Harbor Investment Advisory LLC | 4,980 | $362K | 0.0% | +15.1% | 0.001% | |
10/3/2024 | Canandaigua National Bank & Trust Co. | 22,471 | $1.63M | 0.2% | N/A | 0.004% | |
8/30/2024 | Strategic Investment Solutions Inc. IL | 15,599 | $1.08M | 0.3% | N/A | 0.003% | |
8/16/2024 | Sunbelt Securities Inc. | 12,642 | $854K | 0.1% | +7.3% | 0.002% | |
8/14/2024 | Mill Creek Capital Advisors LLC | 4,139,721 | $279.68M | 7.1% | +12.9% | 0.756% | |
8/14/2024 | Certified Advisory Corp | 3,180 | $215K | 0.0% | N/A | 0.001% | |
8/14/2024 | EverSource Wealth Advisors LLC | 3,768 | $261K | 0.0% | -9.4% | 0.001% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 1,113,616 | $75.24M | 1.1% | -11.0% | 0.203% | |
8/7/2024 | Vantage Financial Partners LLC | 264,882 | $17.90M | 4.6% | +4.1% | 0.048% | |
8/7/2024 | Connable Office Inc. | 196,542 | $13.28M | 1.4% | -5.6% | 0.036% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 10,672 | $721K | 0.0% | -3.5% | 0.002% | |
8/7/2024 | Cahill Financial Advisors Inc. | 8,645 | $584K | 0.1% | +6.6% | 0.002% | |
8/3/2024 | 9258 Wealth Management LLC | 25,350 | $1.71M | 0.3% | -17.4% | 0.005% | |
8/1/2024 | TIAA Trust National Association | 3,362 | $227K | 0.0% | N/A | 0.001% | |
8/1/2024 | Eldridge Investment Advisors Inc. | 43,723 | $2.95M | 0.7% | +53.3% | 0.008% | |
8/1/2024 | Hilltop Partners LLC | 18,268 | $1.23M | 0.5% | -20.6% | 0.003% | |
8/1/2024 | Equitable Trust Co. | 415,053 | $28.04M | 1.9% | -1.6% | 0.076% | |
8/1/2024 | Broadview Financial Management LLC | 13,821 | $934K | 0.7% | +1.2% | 0.003% | |
8/1/2024 | Waldron Private Wealth LLC | 2,657,722 | $179.56M | 8.0% | -0.5% | 0.485% | |
8/1/2024 | Summit Financial LLC | 74,300 | $5.02M | 0.2% | +1.5% | 0.014% | |
7/31/2024 | Farther Finance Advisors LLC | 18,213 | $1.23M | 0.1% | +42.4% | 0.003% | |
7/31/2024 | NBT Bank N A NY | 62,075 | $4.19M | 0.3% | +10.1% | 0.011% | |
7/31/2024 | IFG Advisory LLC | 27,673 | $1.87M | 0.1% | +4.5% | 0.005% | |
7/31/2024 | Citizens & Northern Corp | 66,909 | $4.52M | 1.4% | N/A | 0.012% | |
7/27/2024 | Strategic Blueprint LLC | 4,860 | $328K | 0.0% | +30.5% | 0.001% | |
7/26/2024 | First Command Advisory Services Inc. | 146,668 | $9.91M | 0.1% | -2.2% | 0.027% | |
7/26/2024 | Bank of New York Mellon Corp | 129,250 | $8.73M | 0.0% | +2.3% | 0.024% | |
7/25/2024 | RFP Financial Group LLC | 160,862 | $10.87M | 4.0% | +4.1% | 0.029% | |
7/23/2024 | Vicus Capital | 22,000 | $1.49M | 0.1% | +2.1% | 0.004% | |
7/23/2024 | Crescent Grove Advisors LLC | 62,456 | $4.22M | 0.5% | -0.9% | 0.011% | |
7/22/2024 | Summit Global Investments | 8,078 | $546K | 0.0% | +3.8% | 0.001% | |
7/20/2024 | Continuum Advisory LLC | 36,796 | $2.49M | 0.4% | -2.3% | 0.007% | |
7/20/2024 | Sara Bay Financial | 8,904 | $602K | 0.2% | +46.6% | 0.002% | |
7/20/2024 | Zhang Financial LLC | 53,081 | $3.59M | 0.3% | +13.0% | 0.010% | |
7/19/2024 | Oakworth Capital Inc. | 600 | $41K | 0.0% | N/A | 0.000% | |
7/17/2024 | AdvisorNet Financial Inc | 85,241 | $5.76M | 0.5% | -1.5% | 0.016% | |
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7/16/2024 | Aspect Partners LLC | 11,833 | $799K | 0.5% | +13.1% | 0.002% | |
7/15/2024 | Fifth Third Securities Inc. | 15,000 | $1.01M | 0.1% | +4.8% | 0.003% | |
7/15/2024 | ETF Portfolio Partners Inc. | 12,295 | $831K | 0.3% | -4.8% | 0.002% | |
7/12/2024 | Gleason Group Inc. | 90,226 | $6.10M | 1.2% | +3.4% | 0.017% | |
7/11/2024 | Manning & Napier Advisors LLC | 38,900 | $2.63M | 0.0% | N/A | 0.007% | |
7/11/2024 | Prairieview Wealth Partners LLC | 193,101 | $13.05M | 11.1% | +2.1% | 0.035% | |
7/11/2024 | Dougherty Wealth Advisers LLC | 42,660 | $2.88M | 2.5% | -2.1% | 0.008% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 4,336 | $293K | 0.0% | -19.4% | 0.001% | |
7/9/2024 | Rise Advisors LLC | 5,963 | $403K | 0.2% | -11.8% | 0.001% | |
6/11/2024 | EverSource Wealth Advisors LLC | 4,160 | $276K | 0.0% | -63.1% | 0.001% | |