12/13/2024 | B. Riley Wealth Advisors Inc. | 67,264 | $5.25M | 0.1% | -3.3% | 0.029% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 5,101 | $391K | 0.2% | -90.7% | 0.002% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 25,484 | $2.00M | 0.2% | +13.5% | 0.011% | |
11/26/2024 | Peapack Gladstone Financial Corp | 829,589 | $65.02M | 0.9% | +13.1% | 0.358% | |
11/25/2024 | Synovus Financial Corp | 178,309 | $13.97M | 0.2% | +106.1% | 0.077% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,307 | $181K | 0.0% | N/A | 0.001% | |
|
11/25/2024 | World Investment Advisors LLC | 17,452 | $1.37M | 0.0% | +13.8% | 0.008% | |
11/25/2024 | Sanctuary Advisors LLC | 164,746 | $12.42M | 0.1% | -7.6% | 0.071% | |
11/21/2024 | Anchor Investment Management LLC | 4,163 | $326K | 0.0% | -34.2% | 0.002% | |
11/19/2024 | Invst LLC | 51,935 | $4.07M | 0.5% | -13.3% | 0.022% | |
11/19/2024 | Ballentine Capital Advisors Inc | 309,560 | $24.26M | 12.2% | +0.8% | 0.133% | |
11/19/2024 | Discipline Wealth Solutions LLC | 460,661 | $36.10M | 19.1% | +9.0% | 0.199% | |
11/19/2024 | M&T Bank Corp | 139,759 | $10.95M | 0.0% | +1.4% | 0.060% | |
11/19/2024 | Hohimer Wealth Management LLC | 18,746 | $1.47M | 0.3% | +33.3% | 0.008% | |
11/18/2024 | Soltis Investment Advisors LLC | 3,526 | $276K | 0.0% | -11.8% | 0.002% | |
11/18/2024 | TD Private Client Wealth LLC | 160,406 | $12.57M | 0.4% | +23.9% | 0.069% | |
11/18/2024 | Asset Allocation Strategies LLC | 9,494 | $744K | 0.2% | N/A | 0.004% | |
11/15/2024 | Prestige Wealth Management Group LLC | 531 | $42K | 0.0% | -63.9% | 0.000% | |
11/15/2024 | M&T Bank Corp | 139,759 | $10.95M | 0.0% | +1.4% | 0.060% | |
11/15/2024 | Guardian Wealth Management Inc. | 1,987 | $156K | 0.1% | -7.5% | 0.001% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 29,291 | $2.30M | 1.8% | N/A | 0.013% | |
11/15/2024 | Continuum Advisory LLC | 83,030 | $6.24M | 0.8% | +1.6% | 0.036% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 13,210 | $1.04M | 0.2% | -12.3% | 0.006% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 84,927 | $6.36M | 0.6% | -49.3% | 0.037% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 11,102 | $870K | 0.3% | -1.6% | 0.005% | |
11/15/2024 | MML Investors Services LLC | 554,997 | $43.50M | 0.2% | +1.7% | 0.239% | |
11/15/2024 | Legacy Investment Solutions LLC | 1,585 | $119K | 0.1% | N/A | 0.001% | |
11/15/2024 | Headinvest LLC | 15,970 | $1.25M | 0.2% | +13.7% | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 243,693 | $19.10M | 0.4% | +5.0% | 0.105% | |
11/15/2024 | National Bank of Canada FI | 7,185 | $563K | 0.0% | -13.9% | 0.003% | |
11/15/2024 | EP Wealth Advisors LLC | 3,037,989 | $238.09M | 2.0% | +38.5% | 1.309% | |
11/15/2024 | Jane Street Group LLC | 80,329 | $6.30M | 0.0% | +104.2% | 0.035% | |
11/15/2024 | Stifel Financial Corp | 415,056 | $32.53M | 0.0% | -1.6% | 0.179% | |
11/15/2024 | SageView Advisory Group LLC | 40,421 | $3.17M | 0.2% | -8.7% | 0.017% | |
11/15/2024 | Red Wave Investments LLC | 53,629 | $4.20M | 1.5% | -4.7% | 0.023% | |
11/15/2024 | Redwood Investment Management LLC | 4,912 | $385K | 0.0% | +3.1% | 0.002% | |
11/15/2024 | Retirement Investment Advisors Inc. | 1,375,741 | $107.82M | 11.8% | +7.5% | 0.593% | |
11/15/2024 | IHT Wealth Management LLC | 7,329 | $574K | 0.0% | +35.1% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 22,052 | $1.73M | 0.0% | +7.9% | 0.010% | |
11/15/2024 | HighTower Advisors LLC | 419,108 | $32.86M | 0.0% | +7.6% | 0.181% | |
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11/15/2024 | Hilltop Holdings Inc. | 8,791 | $689K | 0.0% | N/A | 0.004% | |
11/15/2024 | Ascent Group LLC | 23,925 | $1.88M | 0.1% | -7.9% | 0.010% | |
11/15/2024 | Benjamin Edwards Inc. | 3,147 | $247K | 0.0% | +58.1% | 0.001% | |
11/15/2024 | Aureus Asset Management LLC | 38,101 | $2.99M | 0.2% | -1.2% | 0.016% | |
11/14/2024 | Semmax Financial Advisors Inc. | 29,901 | $2.25M | 0.6% | +4.5% | 0.013% | |
11/14/2024 | Edgestream Partners L.P. | 2,700 | $212K | 0.0% | N/A | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 69,737 | $5.47M | 0.0% | -1.9% | 0.030% | |
11/14/2024 | Rockefeller Capital Management L.P. | 131,658 | $10.32M | 0.0% | +2.9% | 0.057% | |
11/14/2024 | Financial Counselors Inc. | 250,412 | $19.63M | 0.3% | -15.2% | 0.108% | |
11/14/2024 | CreativeOne Wealth LLC | 217,730 | $17.06M | 0.6% | +12.3% | 0.094% | |
11/13/2024 | Freedom Investment Management Inc. | 22,565 | $1.77M | 0.1% | -18.1% | 0.010% | |
11/13/2024 | RS Crum Inc. | 37,497 | $2.94M | 0.7% | +14.1% | 0.016% | |
11/13/2024 | Hardy Reed LLC | 40,633 | $3.18M | 0.3% | +146.6% | 0.018% | |
11/13/2024 | Townsquare Capital LLC | 317,858 | $24.91M | 0.3% | +15.1% | 0.137% | |
11/13/2024 | FMR LLC | 1,859,538 | $145.73M | 0.0% | -7.1% | 0.801% | |
11/13/2024 | D.A. Davidson & CO. | 61,610 | $4.83M | 0.0% | +10.6% | 0.027% | |
11/13/2024 | Elios Financial Group Inc. | 10,744 | $842K | 0.4% | N/A | 0.005% | |
11/13/2024 | Bank of Montreal Can | 628,426 | $49.37M | 0.0% | +15.3% | 0.271% | |
11/13/2024 | Associated Banc Corp | 93,084 | $7.30M | 0.2% | -0.9% | 0.040% | |
11/13/2024 | Private Trust Co. NA | 3,131 | $245K | 0.0% | +21.9% | 0.001% | |
11/13/2024 | Boston Family Office LLC | 49,764 | $3.90M | 0.3% | -2.6% | 0.021% | |
11/13/2024 | Pacific Financial Group Inc. | 12,352 | $968K | 0.7% | -6.3% | 0.005% | |
11/13/2024 | Concentric Wealth Management LLC | 103,943 | $8.15M | 2.0% | +3.8% | 0.045% | |
11/13/2024 | Fisher Asset Management LLC | 2,605 | $204K | 0.0% | N/A | 0.001% | |
11/12/2024 | Larson Financial Group LLC | 85,701 | $6.72M | 0.4% | -4.0% | 0.037% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 181,344 | $14.21M | 1.5% | +26.1% | 0.078% | |
11/12/2024 | Penserra Capital Management LLC | 176,422 | $13.83M | 0.3% | -3.7% | 0.076% | |
11/12/2024 | StoneX Group Inc. | 40,694 | $3.19M | 0.3% | +1.8% | 0.018% | |
11/12/2024 | Jim Saulnier & Associates LLC | 38,117 | $2.99M | 3.0% | N/A | 0.016% | |
11/12/2024 | Kingsview Wealth Management LLC | 27,099 | $2.12M | 0.0% | +26.4% | 0.012% | |
11/12/2024 | Alesco Advisors LLC | 2,910 | $228K | 0.0% | -6.9% | 0.001% | |
11/12/2024 | Cerity Partners LLC | 590,705 | $46.29M | 0.1% | +12.4% | 0.255% | |
11/12/2024 | Great Valley Advisor Group Inc. | 30,274 | $2.37M | 0.1% | +300.7% | 0.013% | |
11/12/2024 | Keyes Stange & Wooten Wealth Management LLC | 141,069 | $11.06M | 6.6% | +393.2% | 0.061% | |
11/12/2024 | Certified Advisory Corp | 193,813 | $15.19M | 1.7% | +43.3% | 0.084% | |
11/12/2024 | Flagstar Advisors Inc. | 4,883 | $383K | 0.1% | -6.8% | 0.002% | |
11/12/2024 | Meridian Wealth Management LLC | 22,985 | $1.80M | 0.1% | N/A | 0.010% | |
11/12/2024 | Nwam LLC | 103,541 | $8.12M | 0.5% | +11.5% | 0.045% | |
11/12/2024 | Studio Investment Management LLC | 77,534 | $6.08M | 1.3% | -0.6% | 0.033% | |
11/12/2024 | Asset Management Group Inc. | 153,255 | $12.01M | 2.1% | +0.7% | 0.066% | |
11/12/2024 | Citigroup Inc. | 153,994 | $12.07M | 0.0% | -1.6% | 0.066% | |
11/12/2024 | First County Bank CT | 8,207 | $643K | 0.3% | -25.2% | 0.004% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 108,773 | $8.53M | 0.0% | -5.6% | 0.047% | |
11/12/2024 | Smithfield Trust Co | 251,981 | $19.75M | 1.0% | +7.2% | 0.109% | |
11/9/2024 | LPL Financial LLC | 3,868,222 | $303.15M | 0.1% | +3.7% | 1.667% | |
11/9/2024 | Trustmark National Bank Trust Department | 5,800 | $455K | 0.0% | +75.8% | 0.002% | |
11/8/2024 | EverSource Wealth Advisors LLC | 98,463 | $7.72M | 0.5% | +2.4% | 0.042% | |
11/8/2024 | Moors & Cabot Inc. | 3,174 | $249K | 0.0% | -4.0% | 0.001% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 72,161 | $5.66M | 2.9% | +6.0% | 0.031% | |
11/8/2024 | First Horizon Advisors Inc. | 61,553 | $4.82M | 0.1% | -4.8% | 0.027% | |
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11/8/2024 | Avior Wealth Management LLC | 377,050 | $29.55M | 1.2% | +3.3% | 0.162% | |
11/8/2024 | PNC Financial Services Group Inc. | 455,803 | $35.72M | 0.0% | +1.9% | 0.196% | |
11/8/2024 | Vance Wealth Inc. | 4,398 | $345K | 0.1% | +8.2% | 0.002% | |
11/8/2024 | Summit Wealth Group LLC | 5,824 | $456K | 0.1% | -5.3% | 0.003% | |
11/8/2024 | Prospera Financial Services Inc | 52,813 | $4.14M | 0.1% | +33.1% | 0.023% | |
11/7/2024 | Pathstone Holdings LLC | 28,820 | $2.26M | 0.0% | +9.2% | 0.012% | |
11/7/2024 | St. Louis Trust Co | 43,134 | $3.38M | 0.5% | +21.5% | 0.019% | |
11/7/2024 | Meeder Advisory Services Inc. | 247,800 | $19.42M | 1.3% | +8.4% | 0.107% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 33,482 | $2.62M | 1.9% | N/A | 0.014% | |
11/7/2024 | Phillips Financial Management LLC | 189,112 | $14.82M | 1.1% | -5.0% | 0.081% | |