11/4/2024 | Venturi Wealth Management LLC | 700,400 | $62.59M | 3.3% | -1.7% | 0.531% | |
11/4/2024 | Peregrine Asset Advisers Inc. | 3,468 | $310K | 0.1% | +20.9% | 0.003% | |
11/4/2024 | Sigma Planning Corp | 4,039 | $361K | 0.0% | +57.4% | 0.003% | |
11/2/2024 | Rocky Mountain Advisers LLC | 300 | $27K | 0.0% | N/A | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 6,926 | $619K | 0.0% | +103.4% | 0.005% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 4,195 | $375K | 0.1% | -14.1% | 0.003% | |
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11/1/2024 | Resolute Advisors LLC | 3,031 | $271K | 0.1% | N/A | 0.002% | |
11/1/2024 | TCTC Holdings LLC | 1,169 | $104K | 0.0% | N/A | 0.001% | |
11/1/2024 | Assetmark Inc. | 4,991 | $446K | 0.0% | -3.9% | 0.004% | |
11/1/2024 | Rockbridge Investment Management LCC | 33,117 | $2.96M | 0.4% | N/A | 0.025% | |
11/1/2024 | Pegasus Partners Ltd. | 49,548 | $4.43M | 0.4% | +0.9% | 0.038% | |
11/1/2024 | Summit Global Investments | 11,540 | $1.03M | 0.1% | N/A | 0.009% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 132,949 | $11.88M | 1.4% | +5.8% | 0.101% | |
10/31/2024 | Principal Financial Group Inc. | 26,204 | $2.34M | 0.0% | -1.5% | 0.020% | |
10/31/2024 | Concurrent Investment Advisors LLC | 2,384 | $213K | 0.0% | N/A | 0.002% | |
10/30/2024 | Summit Rock Advisors LP | 1,227,915 | $109.73M | 42.9% | N/A | 0.932% | |
10/30/2024 | First Citizens Asset Management Inc. | 60,253 | $5.38M | 1.9% | +12.9% | 0.046% | |
10/30/2024 | Austin Private Wealth LLC | 64,911 | $5.80M | 0.6% | -2.1% | 0.049% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 4,882 | $436K | 0.1% | +3.1% | 0.004% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 2,260 | $202K | 0.0% | +14.1% | 0.002% | |
10/29/2024 | Janney Montgomery Scott LLC | 411,726 | $36.79M | 0.1% | +2.5% | 0.312% | |
10/29/2024 | Brooklyn FI LLC | 43,196 | $3.86M | 1.4% | -0.7% | 0.033% | |
10/29/2024 | Farther Finance Advisors LLC | 2,940 | $263K | 0.0% | +102.2% | 0.002% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,810 | $430K | 0.0% | +782.6% | 0.004% | |
10/28/2024 | Golden Road Advisors LLC | 12,897 | $1.15M | 0.9% | +2.2% | 0.010% | |
10/28/2024 | Stephens Inc. AR | 10,780 | $963K | 0.0% | +34.7% | 0.008% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 11,371 | $1.02M | 0.1% | +8.5% | 0.009% | |
10/28/2024 | Cordatus Wealth Management LLC | 7,213 | $645K | 0.2% | -4.7% | 0.005% | |
10/28/2024 | US Bancorp DE | 12,323 | $1.10M | 0.0% | +1.9% | 0.009% | |
10/25/2024 | Trajan Wealth LLC | 14,479 | $1.29M | 0.1% | +9.6% | 0.011% | |
10/25/2024 | Lodestar Private Asset Management LLC | 103,375 | $9.24M | 1.2% | +3.3% | 0.078% | |
10/25/2024 | Brown Financial Advisory | 2,947 | $263K | 0.2% | -14.3% | 0.002% | |
10/24/2024 | Arbor Investment Advisors LLC | 18,716 | $1.67M | 0.2% | -5.6% | 0.014% | |
10/24/2024 | Ridgepath Capital Management LLC | 40,054 | $3.58M | 2.9% | +3.0% | 0.030% | |
10/24/2024 | J.W. Cole Advisors Inc. | 30,317 | $2.71M | 0.1% | +545.7% | 0.023% | |
10/24/2024 | Carret Asset Management LLC | 2,944 | $263K | 0.0% | N/A | 0.002% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 28,281 | $2.53M | 0.0% | +4.2% | 0.021% | |
10/23/2024 | Fairman Group LLC | 13,951 | $1.25M | 1.1% | +1.9% | 0.011% | |
10/22/2024 | International Assets Investment Management LLC | 149,976 | $13.40M | 0.0% | +1,992.3% | 0.114% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 179,651 | $16.05M | 1.3% | -3.1% | 0.136% | |
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10/22/2024 | Private Advisor Group LLC | 28,207 | $2.52M | 0.0% | +1.8% | 0.021% | |
10/22/2024 | Segment Wealth Management LLC | 86,792 | $7.76M | 0.5% | N/A | 0.066% | |
10/22/2024 | Financial Insights Inc. | 10,758 | $961K | 0.3% | -55.5% | 0.008% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 5,113 | $457K | 0.2% | +83.5% | 0.004% | |
10/21/2024 | Foundations Investment Advisors LLC | 5,847 | $522K | 0.0% | +22.4% | 0.004% | |
10/21/2024 | Evernest Financial Advisors LLC | 32,524 | $2.91M | 0.8% | +76.5% | 0.025% | |
10/21/2024 | Venture Visionary Partners LLC | 3,339 | $298K | 0.0% | +11.9% | 0.003% | |
10/19/2024 | Keener Financial Planning LLC | 3,475 | $310K | 0.2% | -17.4% | 0.003% | |
10/19/2024 | Baker Boyer National Bank | 2,287 | $204K | 0.1% | N/A | 0.002% | |
10/19/2024 | McClarren Financial Advisors Inc. | 1,282 | $114K | 0.1% | +423.3% | 0.001% | |
10/19/2024 | OLD National Bancorp IN | 21,878 | $1.96M | 0.0% | +21.5% | 0.017% | |
10/18/2024 | WestHill Financial Advisors Inc. | 13,931 | $1.25M | 0.3% | +1.3% | 0.011% | |
10/18/2024 | Cadent Capital Advisors LLC | 117,462 | $10.50M | 3.2% | +6.2% | 0.089% | |
10/18/2024 | Raymond James & Associates | 454,110 | $40.58M | 0.0% | +55.1% | 0.344% | |
10/18/2024 | First Citizens Bank & Trust Co. | 704,010 | $62.91M | 1.0% | +14.8% | 0.534% | |
10/18/2024 | Capital Investment Advisors LLC | 2,980 | $266K | 0.0% | N/A | 0.002% | |
10/18/2024 | Stratos Wealth Advisors LLC | 110,028 | $9.83M | 0.5% | -5.2% | 0.083% | |
10/17/2024 | Stonegate Investment Group LLC | 11,946 | $1.07M | 0.0% | +79.5% | 0.009% | |
10/17/2024 | M3 Advisory Group LLC | 6,262 | $560K | 0.4% | -8.3% | 0.005% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 34,564 | $3.09M | 0.2% | -3.4% | 0.026% | |
10/16/2024 | Cornerstone Wealth Management LLC | 8,629 | $771K | 0.1% | +6.6% | 0.007% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 8,430 | $753K | 0.1% | -1.5% | 0.006% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 3,490 | $312K | 0.1% | N/A | 0.003% | |
10/16/2024 | Braun Bostich & Associates Inc. | 5,492 | $491K | 0.3% | -7.3% | 0.004% | |
10/15/2024 | Corepath Wealth Partners LLC | 2,876 | $259K | 0.3% | -15.3% | 0.002% | |
10/11/2024 | Creative Planning | 40,616 | $3.63M | 0.0% | +1.6% | 0.031% | |
10/11/2024 | Wesbanco Bank Inc. | 46,264 | $4.13M | 0.1% | N/A | 0.035% | |
10/11/2024 | Stegner Investment Associates Inc. | 2,408 | $215K | 0.1% | -4.6% | 0.002% | |
10/11/2024 | ORG Partners LLC | 2,177 | $195K | 0.0% | -45.1% | 0.002% | |
10/10/2024 | Webster Bank N. A. | 10,548 | $943K | 0.1% | +34.9% | 0.008% | |
10/10/2024 | Koshinski Asset Management Inc. | 35,668 | $3.19M | 0.3% | +1.2% | 0.027% | |
10/10/2024 | Ritholtz Wealth Management | 18,441 | $1.65M | 0.0% | N/A | 0.014% | |
10/10/2024 | Simplicity Wealth LLC | 15,807 | $1.41M | 0.1% | -4.7% | 0.012% | |
10/9/2024 | LVW Advisors LLC | 120,741 | $10.79M | 1.4% | -15.6% | 0.092% | |
10/8/2024 | CWM LLC | 10,188 | $910K | 0.0% | +136.6% | 0.008% | |
10/8/2024 | Brookstone Capital Management | 43,561 | $3.89M | 0.1% | +15.4% | 0.033% | |
10/8/2024 | Olistico Wealth LLC | 2,965 | $265K | 0.2% | -13.7% | 0.002% | |
10/8/2024 | Lbmc Investment Advisors LLC | 146,219 | $13.07M | 1.0% | +0.3% | 0.111% | |
10/8/2024 | Mather Group LLC. | 1,136 | $101K | 0.0% | -19.7% | 0.001% | |
10/7/2024 | Foresight Capital Management Advisors Inc. | 35,340 | $3.16M | 1.9% | +7.1% | 0.027% | |
10/7/2024 | Foster Group Inc. | 166,062 | $14.84M | 0.6% | -6.3% | 0.126% | |
10/7/2024 | SignalPoint Asset Management LLC | 5,946 | $530K | 0.1% | +7.4% | 0.005% | |
10/7/2024 | SMI Advisory Services LLC | 63,905 | $5.67M | 1.3% | +153.8% | 0.048% | |
10/7/2024 | McLean Asset Management Corp | 23,904 | $2.12M | 0.6% | +5.6% | 0.018% | |
10/7/2024 | Lpwm LLC | 3,960 | $346K | 0.1% | -4.6% | 0.003% | |
10/7/2024 | Herbst Group LLC | 43,062 | $3.85M | 2.4% | +0.9% | 0.033% | |
10/5/2024 | Collective Family Office LLC | 4,050 | $362K | 0.1% | -9.0% | 0.004% | |
10/5/2024 | Gainplan LLC | 20,130 | $1.65M | 0.8% | +1.2% | 0.018% | |
10/3/2024 | Park Avenue Securities LLC | 19,165 | $1.71M | 0.0% | -12.3% | 0.017% | |
10/1/2024 | Global Wealth Strategies & Associates | 125,489 | $11.21M | 3.7% | +39.6% | 0.119% | |
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9/5/2024 | Sanctuary Advisors LLC | 31,100 | $2.50M | 0.0% | N/A | 0.029% | |
8/22/2024 | Cetera Investment Advisers | 177,804 | $14.58M | 0.0% | +1.1% | 0.168% | |
8/21/2024 | Truist Financial Corp | 206,858 | $16.96M | 0.0% | +1.7% | 0.196% | |
8/19/2024 | EP Wealth Advisors LLC | 2,539 | $208K | 0.0% | +5.0% | 0.002% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 18,864 | $1.55M | 0.0% | -8.2% | 0.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 142,880 | $11.71M | 0.0% | +1.4% | 0.135% | |
8/16/2024 | Creative Planning | 39,967 | $3.28M | 0.0% | +14.5% | 0.038% | |
8/15/2024 | Dark Forest Capital Management LP | 5,151 | $422K | 0.1% | +9.3% | 0.005% | |
8/14/2024 | Insigneo Advisory Services LLC | 8,953 | $732K | 0.1% | +4.9% | 0.008% | |
8/14/2024 | Bank of Montreal Can | 4,427 | $363K | 0.0% | -38.8% | 0.004% | |