11/18/2024 | Rehmann Capital Advisory Group | 116,583 | $5.75M | 0.4% | +17.4% | 0.049% | |
11/18/2024 | TD Private Client Wealth LLC | 27,278 | $1.35M | 0.0% | -19.0% | 0.011% | |
11/18/2024 | Arete Wealth Advisors LLC | 17,115 | $844K | 0.1% | -23.6% | 0.007% | |
11/18/2024 | Asset Allocation Strategies LLC | 123,595 | $6.09M | 1.7% | -36.6% | 0.052% | |
11/15/2024 | Brophy Wealth Management LLC | 19,232 | $948K | 0.3% | N/A | 0.008% | |
11/15/2024 | M&T Bank Corp | 9,575 | $472K | 0.0% | N/A | 0.004% | |
|
11/15/2024 | Executive Wealth Management LLC | 221,548 | $10.93M | 0.9% | N/A | 0.093% | |
11/15/2024 | Continuum Advisory LLC | 25,907 | $1.26M | 0.2% | -3.5% | 0.011% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 36,696 | $1.81M | 0.6% | +11.9% | 0.015% | |
11/15/2024 | MML Investors Services LLC | 147,261 | $7.26M | 0.0% | -17.3% | 0.061% | |
11/15/2024 | Headinvest LLC | 25,737 | $1.27M | 0.2% | +40.0% | 0.011% | |
11/15/2024 | Passive Capital Management LLC. | 77,236 | $3.81M | 1.3% | -24.3% | 0.032% | |
11/15/2024 | Orion Portfolio Solutions LLC | 11,781 | $581K | 0.0% | -2.3% | 0.005% | |
11/15/2024 | National Bank of Canada FI | 27,112 | $1.34M | 0.0% | -7.7% | 0.011% | |
11/15/2024 | EP Wealth Advisors LLC | 14,179 | $699K | 0.0% | +112.4% | 0.006% | |
11/15/2024 | Jane Street Group LLC | 74,963 | $3.70M | 0.0% | -59.3% | 0.031% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 11,750 | $579K | 0.0% | N/A | 0.005% | |
11/15/2024 | Stifel Financial Corp | 331,255 | $16.33M | 0.0% | -36.4% | 0.138% | |
11/15/2024 | SWAN Capital LLC | 224,798 | $11.09M | 5.5% | +89.0% | 0.094% | |
11/15/2024 | SageView Advisory Group LLC | 7,043 | $347K | 0.0% | -79.2% | 0.003% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 8,681 | $428K | 0.1% | N/A | 0.004% | |
11/15/2024 | Motley Fool Wealth Management LLC | 42,650 | $2.10M | 0.1% | -26.5% | 0.018% | |
11/15/2024 | HighTower Advisors LLC | 1,554,047 | $76.62M | 0.1% | +1.5% | 0.649% | |
11/15/2024 | Hilltop Holdings Inc. | 10,956 | $540K | 0.0% | +140.5% | 0.005% | |
11/14/2024 | Timber Creek Capital Management LLC | 123,402 | $6.09M | 1.7% | +3.0% | 0.052% | |
11/14/2024 | Edgestream Partners L.P. | 11,294 | $557K | 0.0% | N/A | 0.005% | |
11/14/2024 | Flow Traders U.S. LLC | 126,734 | $6.25M | 0.3% | -46.5% | 0.053% | |
11/14/2024 | Captrust Financial Advisors | 55,038 | $2.71M | 0.0% | -90.7% | 0.023% | |
11/14/2024 | Rockefeller Capital Management L.P. | 31,964 | $1.58M | 0.0% | -9.5% | 0.013% | |
11/14/2024 | Financial Counselors Inc. | 23,987 | $1.18M | 0.0% | -24.5% | 0.010% | |
11/14/2024 | Fiduciary Trust Co | 111,328 | $5.49M | 0.1% | -3.9% | 0.046% | |
11/14/2024 | CreativeOne Wealth LLC | 32,326 | $1.59M | 0.1% | +43.9% | 0.013% | |
11/13/2024 | Townsquare Capital LLC | 35,408 | $1.75M | 0.0% | +13.7% | 0.015% | |
11/13/2024 | BNP Paribas Financial Markets | 9,678 | $477K | 0.0% | -45.7% | 0.004% | |
11/13/2024 | D.A. Davidson & CO. | 47,874 | $2.36M | 0.0% | -21.0% | 0.020% | |
11/13/2024 | FMR LLC | 6,265,836 | $308.97M | 0.0% | -6.5% | 2.616% | |
11/13/2024 | The Manufacturers Life Insurance Company | 192,590 | $9.50M | 0.0% | -3.1% | 0.080% | |
11/13/2024 | Private Trust Co. NA | 22,053 | $1.09M | 0.1% | +21.9% | 0.009% | |
11/13/2024 | Boston Family Office LLC | 202,893 | $10.01M | 0.7% | +2.5% | 0.085% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 32,040 | $1.58M | 0.2% | -2.0% | 0.013% | |
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11/12/2024 | Cahill Financial Advisors Inc. | 7,922 | $391K | 0.1% | -62.2% | 0.003% | |
11/12/2024 | Centaurus Financial Inc. | 3,616 | $178K | 0.0% | +13.4% | 0.002% | |
11/12/2024 | Larson Financial Group LLC | 25,636 | $1.26M | 0.1% | +1.3% | 0.011% | |
11/12/2024 | StoneX Group Inc. | 29,183 | $1.44M | 0.1% | N/A | 0.012% | |
11/12/2024 | Palisade Asset Management LLC | 4,513 | $223K | 0.0% | N/A | 0.002% | |
11/12/2024 | Cerity Partners LLC | 612,781 | $30.22M | 0.1% | +49.1% | 0.256% | |
11/12/2024 | Alesco Advisors LLC | 1,824,471 | $89.97M | 2.8% | +2.3% | 0.762% | |
11/12/2024 | Great Valley Advisor Group Inc. | 7,927 | $391K | 0.0% | -71.3% | 0.003% | |
11/12/2024 | Certified Advisory Corp | 101,673 | $5.01M | 0.6% | -4.4% | 0.042% | |
11/12/2024 | GenTrust LLC | 35,452 | $1.75M | 0.1% | -4.5% | 0.015% | |
11/12/2024 | Nwam LLC | 13,764 | $679K | 0.0% | N/A | 0.006% | |
11/12/2024 | Meridian Wealth Management LLC | 6,591 | $325K | 0.0% | N/A | 0.003% | |
11/12/2024 | Studio Investment Management LLC | 859,091 | $42.36M | 8.9% | +11.4% | 0.359% | |
11/12/2024 | Wrenne Financial Planning LLC | 16,565 | $817K | 0.5% | +48.2% | 0.007% | |
11/12/2024 | Altiora Financial Group LLC | 63,905 | $3.15M | 0.7% | +1.9% | 0.027% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,356,069 | $66.87M | 0.0% | -4.8% | 0.566% | |
11/12/2024 | Thompson Siegel & Walmsley LLC | 85,633 | $4.22M | 0.1% | -12.1% | 0.036% | |
11/9/2024 | Tradewinds LLC. | 39,626 | $1.95M | 0.6% | +9.5% | 0.017% | |
11/8/2024 | First Horizon Advisors Inc. | 8,487 | $418K | 0.0% | -10.3% | 0.004% | |
11/8/2024 | Advisors Asset Management Inc. | 6,412 | $316K | 0.0% | -24.3% | 0.003% | |
11/8/2024 | Avior Wealth Management LLC | 1,490 | $74K | 0.0% | -83.6% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 40,461 | $2.00M | 0.0% | -31.5% | 0.017% | |
11/8/2024 | BIP Wealth LLC | 12,111 | $597K | 0.0% | +45.7% | 0.005% | |
11/8/2024 | Prospera Financial Services Inc | 24,225 | $1.20M | 0.0% | -7.4% | 0.010% | |
11/7/2024 | Schwallier Wealth Management LLC | 68,700 | $3.39M | 2.4% | +4.4% | 0.029% | |
11/7/2024 | ETF Store Inc. | 4,259 | $210K | 0.2% | -37.3% | 0.002% | |
11/7/2024 | AMG National Trust Bank | 260,899 | $12.87M | 0.3% | +2.3% | 0.109% | |
11/7/2024 | Equity Investment Corp | 45,228 | $2.23M | 0.1% | -1.4% | 0.019% | |
11/7/2024 | Phillips Financial Management LLC | 113,306 | $5.59M | 0.4% | -10.6% | 0.047% | |
11/6/2024 | Veery Capital LLC | 45,112 | $2.22M | 0.8% | +4.8% | 0.019% | |
11/6/2024 | Squire Investment Management Company LLC | 63,636 | $3.14M | 1.5% | +24.5% | 0.027% | |
11/6/2024 | Coastline Trust Co | 1,470 | $72K | 0.0% | N/A | 0.001% | |
11/6/2024 | Connable Office Inc. | 128,496 | $6.34M | 0.6% | +129.0% | 0.054% | |
11/6/2024 | Black Diamond Financial LLC | 16,552 | $816K | 0.1% | -2.5% | 0.007% | |
11/6/2024 | OneDigital Investment Advisors LLC | 59,840 | $2.95M | 0.0% | -5.0% | 0.025% | |
11/6/2024 | Lifeworks Advisors LLC | 224,688 | $11.08M | 2.2% | +18.8% | 0.094% | |
11/6/2024 | Florin Court Capital LLP | 96,400 | $4.75M | 3.8% | -21.2% | 0.040% | |
11/6/2024 | Fortis Capital Management LLC | 7,471 | $368K | 0.1% | -19.9% | 0.003% | |
11/6/2024 | Main Street Financial Solutions LLC | 16,667 | $822K | 0.1% | +3.1% | 0.007% | |
11/6/2024 | Kovack Advisors Inc. | 11,243 | $554K | 0.1% | +22.2% | 0.005% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 25,590 | $1.26M | 0.0% | +3.5% | 0.011% | |
11/5/2024 | Moser Wealth Advisors LLC | 11,645 | $574K | 0.3% | -3.3% | 0.005% | |
11/5/2024 | Aptus Capital Advisors LLC | 5,873 | $290K | 0.0% | N/A | 0.002% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 5,923 | $292K | 0.0% | -21.6% | 0.002% | |
11/5/2024 | Harbour Investments Inc. | 12,630 | $623K | 0.0% | -8.9% | 0.005% | |
11/5/2024 | Apollon Wealth Management LLC | 23,035 | $1.14M | 0.0% | -85.9% | 0.010% | |
11/5/2024 | Jeppson Wealth Management LLC | 167,219 | $8.25M | 3.0% | +0.6% | 0.070% | |
11/5/2024 | FDx Advisors Inc. | 27,706 | $1.37M | 0.4% | -3.6% | 0.012% | |
11/5/2024 | Lynx Investment Advisory | 7,209 | $355K | 0.3% | +21.4% | 0.003% | |
11/5/2024 | Northwest Wealth Management LLC | 253,336 | $12.49M | 2.9% | +17.4% | 0.106% | |
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11/4/2024 | Alaska Permanent Capital Management | 441,084 | $21.74M | 1.7% | +1.0% | 0.184% | |
11/4/2024 | Alaska Wealth Advisors | 224,740 | $11.08M | 1.7% | -1.4% | 0.094% | |
11/4/2024 | Addison Advisors LLC | 3,467 | $171K | 0.0% | -69.5% | 0.001% | |
11/4/2024 | Proffitt & Goodson Inc. | 5,404 | $266K | 0.0% | +10.9% | 0.002% | |
11/4/2024 | Brickley Wealth Management | 374,741 | $18.48M | 3.8% | +0.7% | 0.156% | |
11/4/2024 | Round Rock Advisors LLC | 30,160 | $1.49M | 0.3% | -12.6% | 0.013% | |
11/4/2024 | Axxcess Wealth Management LLC | 141,833 | $6.99M | 0.2% | -18.5% | 0.059% | |
11/4/2024 | Disciplined Investments LLC | 45,205 | $2.23M | 1.1% | -13.5% | 0.019% | |
11/4/2024 | Sigma Planning Corp | 52,629 | $2.60M | 0.1% | +4.1% | 0.022% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 17,822 | $879K | 0.0% | +87.5% | 0.007% | |