12/13/2024 | B. Riley Wealth Advisors Inc. | 12,621 | $1.04M | 0.0% | -1.2% | 0.011% | |
11/27/2024 | Franklin Resources Inc. | 36,464 | $3.08M | 0.0% | -3.2% | 0.032% | |
11/25/2024 | Synovus Financial Corp | 3,228 | $269K | 0.0% | N/A | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 9,415 | $785K | 0.0% | +183.9% | 0.008% | |
11/25/2024 | World Investment Advisors LLC | 24,488 | $2.04M | 0.0% | +1.8% | 0.022% | |
11/25/2024 | Sanctuary Advisors LLC | 53,968 | $4.68M | 0.0% | -9.2% | 0.048% | |
|
11/18/2024 | TD Private Client Wealth LLC | 35,885 | $2.99M | 0.1% | +2.8% | 0.032% | |
11/15/2024 | M&T Bank Corp | 188,200 | $15.68M | 0.1% | +4.6% | 0.166% | |
11/15/2024 | Guardian Wealth Management Inc. | 560 | $47K | 0.0% | +39.3% | 0.000% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 14,377 | $1.20M | 0.1% | +0.9% | 0.013% | |
11/15/2024 | MML Investors Services LLC | 599,755 | $49.98M | 0.2% | +3.6% | 0.528% | |
11/15/2024 | MCIA Inc | 2,454 | $210K | 0.0% | N/A | 0.002% | |
11/15/2024 | Stifel Financial Corp | 30,032 | $2.50M | 0.0% | +2.2% | 0.026% | |
11/15/2024 | SageView Advisory Group LLC | 2,003,026 | $166.91M | 8.5% | -7.5% | 1.764% | |
11/15/2024 | Quantinno Capital Management LP | 92,827 | $7.74M | 0.1% | +41.5% | 0.082% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,320 | $360K | 0.0% | +9.1% | 0.004% | |
11/15/2024 | HighTower Advisors LLC | 417,597 | $34.76M | 0.0% | +0.7% | 0.368% | |
11/15/2024 | Arrowroot Family Office LLC | 108,512 | $9.04M | 5.3% | +12.2% | 0.096% | |
11/15/2024 | FSA Wealth Management LLC | 1,851 | $154K | 0.1% | N/A | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 203,327 | $16.94M | 0.0% | +0.6% | 0.179% | |
11/14/2024 | Rockefeller Capital Management L.P. | 384,458 | $32.04M | 0.1% | +2.9% | 0.339% | |
11/14/2024 | Financial Counselors Inc. | 2,405 | $200K | 0.0% | N/A | 0.002% | |
11/14/2024 | WFA of San Diego LLC | 26,513 | $2.21M | 1.9% | +1.5% | 0.023% | |
11/13/2024 | Freedom Investment Management Inc. | 26,082 | $2.17M | 0.2% | -5.4% | 0.023% | |
11/13/2024 | FMR LLC | 22,206 | $1.85M | 0.0% | +17.4% | 0.020% | |
11/13/2024 | D.A. Davidson & CO. | 24,011 | $2.00M | 0.0% | -2.3% | 0.021% | |
11/13/2024 | Diversified LLC | 41,235 | $3.44M | 0.4% | +8.6% | 0.036% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 275,731 | $22.98M | 5.8% | +8.0% | 0.243% | |
11/12/2024 | Cerity Partners LLC | 48,149 | $4.01M | 0.0% | -13.1% | 0.042% | |
11/12/2024 | Great Valley Advisor Group Inc. | 6,682 | $557K | 0.0% | +28.8% | 0.006% | |
11/12/2024 | Nwam LLC | 47,283 | $3.94M | 0.2% | N/A | 0.042% | |
11/12/2024 | Citigroup Inc. | 1,140,495 | $95.04M | 0.1% | +2.3% | 1.005% | |
11/12/2024 | Integrated Investment Consultants LLC | 25,460 | $2.12M | 0.0% | +51.2% | 0.022% | |
11/12/2024 | Thompson Siegel & Walmsley LLC | 2,807 | $234K | 0.0% | N/A | 0.002% | |
11/9/2024 | LPL Financial LLC | 1,434,011 | $119.50M | 0.1% | +18.7% | 1.263% | |
11/8/2024 | EverSource Wealth Advisors LLC | 18,376 | $1.53M | 0.1% | +1.6% | 0.016% | |
11/8/2024 | First Horizon Advisors Inc. | 54,534 | $4.54M | 0.1% | +27.1% | 0.048% | |
11/8/2024 | Commerce Bank | 193,985 | $16.17M | 0.1% | +21.7% | 0.171% | |
11/8/2024 | Thompson Davis & CO. Inc. | 2,531 | $211K | 0.2% | N/A | 0.002% | |
11/8/2024 | Avior Wealth Management LLC | 10,411 | $868K | 0.0% | -16.0% | 0.009% | |
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11/8/2024 | PNC Financial Services Group Inc. | 782,663 | $65.22M | 0.0% | -0.9% | 0.689% | |
11/8/2024 | Vance Wealth Inc. | 107,392 | $8.95M | 3.4% | +10.6% | 0.095% | |
11/8/2024 | Legacy Bridge LLC | 2,110 | $176K | 0.1% | -9.1% | 0.002% | |
11/8/2024 | Prospera Financial Services Inc | 2,958 | $247K | 0.0% | -21.1% | 0.003% | |
11/7/2024 | Tranquility Partners LLC | 3,260 | $272K | 0.1% | -9.8% | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 908,895 | $75.74M | 0.3% | +0.9% | 0.801% | |
11/7/2024 | Braun Stacey Associates Inc. | 4,445 | $370K | 0.0% | -21.9% | 0.004% | |
11/7/2024 | MAI Capital Management | 25,465 | $2.12M | 0.0% | +1.5% | 0.022% | |
11/7/2024 | AMG National Trust Bank | 2,460 | $205K | 0.0% | N/A | 0.002% | |
11/7/2024 | Thrivent Financial for Lutherans | 449,009 | $37.42M | 0.1% | +4.4% | 0.395% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 12,549 | $1.05M | 0.3% | +27.1% | 0.011% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 3,356 | $280K | 0.1% | -8.8% | 0.003% | |
11/6/2024 | Natixis Advisors LLC | 253,630 | $21.14M | 0.0% | +2.5% | 0.223% | |
11/6/2024 | Diversified Portfolios Inc. | 16,988 | $1.42M | 0.2% | +1.5% | 0.015% | |
11/6/2024 | Huntington National Bank | 4,082 | $340K | 0.0% | -4.9% | 0.004% | |
11/5/2024 | Harbour Investments Inc. | 2,419 | $202K | 0.0% | -5.2% | 0.002% | |
11/4/2024 | Addison Advisors LLC | 4,970 | $414K | 0.1% | -15.9% | 0.004% | |
11/4/2024 | Sigma Planning Corp | 6,802 | $567K | 0.0% | +11.6% | 0.006% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 33,128 | $2.76M | 0.1% | +100.0% | 0.029% | |
11/1/2024 | Essex Savings Bank | 6,084 | $507K | 0.1% | -4.7% | 0.005% | |
11/1/2024 | TCTC Holdings LLC | 8,834 | $736K | 0.0% | N/A | 0.008% | |
11/1/2024 | Verdence Capital Advisors LLC | 151,002 | $12.58M | 1.0% | +1.0% | 0.133% | |
11/1/2024 | Pegasus Partners Ltd. | 257,461 | $21.45M | 2.0% | -4.1% | 0.227% | |
11/1/2024 | Advocacy Wealth Management Services LLC | 18,626 | $1.55M | 0.1% | -10.1% | 0.016% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 871,722 | $72.64M | 8.5% | +6.0% | 0.768% | |
10/31/2024 | Cozad Asset Management Inc. | 13,469 | $1.12M | 0.1% | +1.6% | 0.012% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,442 | $287K | 0.0% | N/A | 0.003% | |
10/30/2024 | JFG Wealth Management LLC | 20,021 | $1.67M | 0.5% | +379.9% | 0.018% | |
10/30/2024 | NorthRock Partners LLC | 12,329 | $1.03M | 0.1% | +3.5% | 0.011% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 212,653 | $17.72M | 2.3% | +1.0% | 0.187% | |
10/30/2024 | Moloney Securities Asset Management LLC | 5,934 | $494K | 0.1% | +77.9% | 0.005% | |
10/30/2024 | FSM Wealth Advisors LLC | 171,879 | $14.32M | 3.8% | +6.1% | 0.151% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 3,761 | $313K | 0.1% | -15.1% | 0.003% | |
10/29/2024 | Kanawha Capital Management LLC | 47,983 | $4.00M | 0.3% | +14.5% | 0.042% | |
10/29/2024 | Empire Life Investments Inc. | 12,091 | $1.01M | 0.1% | -56.3% | 0.011% | |
10/29/2024 | Janney Montgomery Scott LLC | 1,750,963 | $145.91M | 0.4% | +1.2% | 1.542% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 6,469 | $539K | 0.2% | +5.1% | 0.006% | |
10/29/2024 | Optas LLC | 117,567 | $9.80M | 2.3% | +2.0% | 0.104% | |
10/29/2024 | Princeton Global Asset Management LLC | 1,482 | $123K | 0.0% | N/A | 0.001% | |
10/29/2024 | Farther Finance Advisors LLC | 3,678 | $306K | 0.0% | N/A | 0.003% | |
10/28/2024 | Golden Road Advisors LLC | 52,316 | $4.36M | 3.4% | +0.3% | 0.046% | |
10/28/2024 | HM Payson & Co. | 549 | $46K | 0.0% | -32.4% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 6,727 | $561K | 0.0% | +30.1% | 0.006% | |
10/25/2024 | Highline Wealth Partners LLC | 159,289 | $13.27M | 4.4% | N/A | 0.140% | |
10/25/2024 | Mutual Advisors LLC | 54,660 | $4.57M | 0.1% | +7.7% | 0.048% | |
10/25/2024 | Fidelis Capital Partners LLC | 33,434 | $2.80M | 0.3% | N/A | 0.029% | |
10/25/2024 | Andina Capital Management LLC | 18,138 | $1.51M | 1.1% | +5.7% | 0.016% | |
10/24/2024 | Leuthold Group LLC | 55,457 | $4.62M | 0.5% | -1.2% | 0.049% | |
10/24/2024 | Modera Wealth Management LLC | 34,157 | $2.85M | 0.0% | -0.4% | 0.030% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 204,032 | $17.00M | 0.0% | -2.1% | 0.180% | |
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10/23/2024 | Allworth Financial LP | 167,950 | $14.00M | 0.1% | -3.6% | 0.148% | |
10/23/2024 | Highland Capital Management LLC | 112,687 | $9.39M | 0.5% | +0.5% | 0.099% | |
10/23/2024 | Country Club Bank | 87,862 | $7.30M | 0.5% | +22.1% | 0.077% | |
10/23/2024 | Mraz Amerine & Associates Inc. | 8,412 | $701K | 0.1% | -1.5% | 0.007% | |
10/22/2024 | International Assets Investment Management LLC | 97,660 | $8.14M | 0.0% | +10,072.9% | 0.086% | |
10/22/2024 | Macroview Investment Management LLC | 45,938 | $3.83M | 3.7% | +3.1% | 0.040% | |
10/22/2024 | Private Advisor Group LLC | 97,715 | $8.14M | 0.1% | +10.1% | 0.086% | |
10/22/2024 | Waldron Private Wealth LLC | 165,526 | $13.79M | 0.6% | -4.7% | 0.146% | |
10/22/2024 | Signaturefd LLC | 1,057 | $88K | 0.0% | +2,014.0% | 0.001% | |
10/22/2024 | Sequoia Financial Advisors LLC | 440,233 | $36.69M | 0.4% | +5.1% | 0.388% | |