12/2/2024 | Beaird Harris Wealth Management LLC | 1,087,484 | $41.41M | 3.6% | +5.8% | 0.552% | |
11/26/2024 | Peapack Gladstone Financial Corp | 91,935 | $3.50M | 0.1% | -3.0% | 0.047% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,324 | $88K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 11,118 | $423K | 0.0% | +91.8% | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 73,771 | $2.69M | 0.0% | +12.5% | 0.037% | |
11/18/2024 | RB Capital Management LLC | 20,308 | $773K | 0.2% | +20.7% | 0.010% | |
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11/15/2024 | Valued Retirements Inc. | 129,914 | $4.95M | 6.8% | N/A | 0.066% | |
11/15/2024 | M&T Bank Corp | 61,132 | $2.33M | 0.0% | -5.0% | 0.031% | |
11/15/2024 | LRI Investments LLC | 25,332 | $916K | 0.1% | N/A | 0.013% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 107,258 | $4.08M | 1.4% | +3.3% | 0.054% | |
11/15/2024 | MML Investors Services LLC | 193,316 | $7.36M | 0.0% | +23.1% | 0.098% | |
11/15/2024 | Orion Portfolio Solutions LLC | 14,355 | $547K | 0.0% | -26.2% | 0.007% | |
11/15/2024 | Zacks Investment Management | 14,338 | $546K | 0.0% | +23.3% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 2,100,342 | $79.98M | 0.7% | +21.0% | 1.067% | |
11/15/2024 | Jane Street Group LLC | 436,152 | $16.61M | 0.0% | -89.0% | 0.222% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,257,825 | $47.70M | 0.3% | N/A | 0.639% | |
11/15/2024 | Stifel Financial Corp | 241,201 | $9.19M | 0.0% | +1.0% | 0.122% | |
11/15/2024 | SageView Advisory Group LLC | 5,344 | $204K | 0.0% | -35.4% | 0.003% | |
11/15/2024 | Quantinno Capital Management LP | 27,154 | $1.03M | 0.0% | +56.5% | 0.014% | |
11/15/2024 | IHT Wealth Management LLC | 6,220 | $236K | 0.0% | N/A | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 445,229 | $16.95M | 0.2% | +1.4% | 0.226% | |
11/15/2024 | Investmark Advisory Group LLC | 93,216 | $3.55M | 1.7% | +6.0% | 0.047% | |
11/15/2024 | HighTower Advisors LLC | 3,231,889 | $123.07M | 0.2% | +14.5% | 1.641% | |
11/15/2024 | Hill Investment Group Partners LLC | 709,240 | $25.60M | 3.5% | +0.0% | 0.360% | |
11/15/2024 | Kestra Investment Management LLC | 1,064,220 | $40.53M | 1.7% | N/A | 0.540% | |
11/14/2024 | Acropolis Investment Management LLC | 446,709 | $17.01M | 1.0% | +3.8% | 0.227% | |
11/14/2024 | Captrust Financial Advisors | 361,311 | $13.76M | 0.0% | +4.2% | 0.183% | |
11/14/2024 | Rockefeller Capital Management L.P. | 367,827 | $14.01M | 0.0% | +1.6% | 0.187% | |
11/13/2024 | Freedom Investment Management Inc. | 60,906 | $2.32M | 0.2% | -4.6% | 0.031% | |
11/13/2024 | Townsquare Capital LLC | 8,187 | $312K | 0.0% | N/A | 0.004% | |
11/13/2024 | Carlson Capital Management | 92,495 | $3.52M | 0.1% | +8.6% | 0.047% | |
11/13/2024 | FMR LLC | 13,917 | $530K | 0.0% | +1,578.8% | 0.007% | |
11/13/2024 | D.A. Davidson & CO. | 20,310 | $773K | 0.0% | +3.3% | 0.010% | |
11/13/2024 | Acorn Wealth Advisors LLC | 32,105 | $1.22M | 0.5% | N/A | 0.016% | |
11/12/2024 | Larson Financial Group LLC | 140,584 | $5.35M | 0.3% | -2.4% | 0.071% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 405,304 | $15.43M | 1.7% | +1.4% | 0.206% | |
11/12/2024 | Lane & Associates LLC | 177,042 | $6.74M | 3.7% | -5.0% | 0.090% | |
11/12/2024 | Advisory Services & Investments LLC | 16,936 | $645K | 0.4% | -3.6% | 0.009% | |
11/12/2024 | Alesco Advisors LLC | 15,465 | $589K | 0.0% | -2.0% | 0.008% | |
11/12/2024 | Cerity Partners LLC | 2,474,519 | $94.23M | 0.2% | +8.6% | 1.257% | |
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11/12/2024 | Optivise Advisory Services LLC | 23,380 | $890K | 0.5% | N/A | 0.012% | |
11/12/2024 | Certified Advisory Corp | 115,414 | $4.40M | 0.5% | +27.5% | 0.059% | |
11/12/2024 | Nwam LLC | 19,752 | $752K | 0.0% | N/A | 0.010% | |
11/12/2024 | Studio Investment Management LLC | 12,843 | $489K | 0.1% | +62.8% | 0.007% | |
11/12/2024 | CFS Investment Advisory Services LLC | 482,685 | $18.38M | 1.5% | +0.4% | 0.245% | |
11/12/2024 | Raymond James Trust N.A. | 37,832 | $1.44M | 0.0% | +2.7% | 0.019% | |
11/12/2024 | Altiora Financial Group LLC | 188,169 | $7.17M | 1.6% | -0.7% | 0.096% | |
11/8/2024 | EverSource Wealth Advisors LLC | 105,213 | $4.01M | 0.3% | +0.6% | 0.053% | |
11/8/2024 | Avior Wealth Management LLC | 89,968 | $3.43M | 0.1% | +3.0% | 0.046% | |
11/8/2024 | PNC Financial Services Group Inc. | 6,562,462 | $249.90M | 0.2% | +7.3% | 3.333% | |
11/8/2024 | Vance Wealth Inc. | 43,147 | $1.64M | 0.6% | +25.1% | 0.022% | |
11/8/2024 | BIP Wealth LLC | 6,786 | $258K | 0.0% | N/A | 0.003% | |
11/7/2024 | Tranquility Partners LLC | 13,650 | $520K | 0.2% | +10.4% | 0.007% | |
11/7/2024 | Pathstone Holdings LLC | 371,593 | $14.15M | 0.1% | -0.1% | 0.189% | |
11/7/2024 | Aviance Capital Partners LLC | 57,614 | $2.19M | 0.3% | +11.8% | 0.029% | |
11/7/2024 | EnRich Financial Partners LLC | 308,930 | $11.76M | 3.9% | +1.4% | 0.157% | |
11/7/2024 | First Western Trust Bank | 23,028 | $877K | 0.0% | -4.7% | 0.012% | |
11/7/2024 | Thrivent Financial for Lutherans | 223,198 | $8.50M | 0.0% | +2.1% | 0.113% | |
11/6/2024 | Adero Partners LLC | 72,303 | $2.75M | 0.2% | -1.0% | 0.037% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 10,165 | $387K | 0.1% | +6.1% | 0.005% | |
11/6/2024 | LJI Wealth Management LLC | 34,921 | $1.33M | 0.3% | +4.0% | 0.018% | |
11/6/2024 | Squire Investment Management Company LLC | 354,445 | $13.50M | 6.4% | +6.9% | 0.180% | |
11/6/2024 | Balboa Wealth Partners | 5,290 | $201K | 0.1% | N/A | 0.003% | |
11/6/2024 | OneDigital Investment Advisors LLC | 30,478 | $1.16M | 0.0% | +126.4% | 0.015% | |
11/6/2024 | Dopkins Wealth Management LLC | 270,918 | $10.32M | 8.3% | -29.8% | 0.138% | |
11/5/2024 | Compass Financial Group Inc. | 108,493 | $4.13M | 1.9% | -0.8% | 0.055% | |
11/5/2024 | Vestia Personal Wealth Advisors | 243,228 | $9.26M | 7.6% | +1.9% | 0.124% | |
11/5/2024 | Northwest Wealth Management LLC | 173,365 | $6.60M | 1.5% | +4.7% | 0.088% | |
11/4/2024 | Addison Advisors LLC | 85,974 | $3.27M | 0.9% | +13.8% | 0.044% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 75,264 | $2.87M | 2.4% | N/A | 0.038% | |
11/4/2024 | 1900 Wealth Management LLC | 174,769 | $6.42M | 0.6% | +9.2% | 0.089% | |
11/4/2024 | VeraBank N.A. | 202,983 | $7.73M | 2.3% | -5.1% | 0.103% | |
11/4/2024 | Disciplined Investments LLC | 236,344 | $9M | 4.4% | +10.1% | 0.120% | |
11/4/2024 | G2 Capital Management LLC OH | 147,102 | $5.60M | 1.6% | +2.0% | 0.075% | |
11/4/2024 | Del Sette Capital Management LLC | 127,241 | $4.85M | 3.8% | -11.4% | 0.065% | |
11/4/2024 | FMB Wealth Management | 83,723 | $3.19M | 1.8% | -1.1% | 0.043% | |
11/2/2024 | Austin Asset Management Co Inc | 227,885 | $8.68M | 1.8% | +3.0% | 0.116% | |
11/1/2024 | Tillman Hartley LLC | 302,149 | $11.51M | 3.4% | +25.1% | 0.153% | |
11/1/2024 | Cowa LLC | 390,394 | $14.87M | 7.1% | +19.9% | 0.198% | |
11/1/2024 | Rather & Kittrell Inc. | 343,032 | $13.06M | 3.2% | +1.5% | 0.174% | |
11/1/2024 | Verus Financial Partners Inc. | 800,836 | $30.33M | 3.3% | +0.7% | 0.407% | |
11/1/2024 | Lauterbach Financial Advisors LLC | 275,179 | $10.48M | 6.4% | +1.9% | 0.140% | |
11/1/2024 | Beckerman Institutional LLC | 9,319 | $355K | 0.3% | N/A | 0.005% | |
11/1/2024 | Capital Performance Advisors LLP | 555,135 | $21.14M | 6.4% | -2.1% | 0.282% | |
11/1/2024 | Stone Point Wealth LLC | 140,546 | $5.35M | 1.7% | +5.1% | 0.071% | |
11/1/2024 | Lakeshore Financial Planning Inc. | 300,852 | $11.46M | 5.0% | -35.5% | 0.153% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 91,741 | $3.49M | 0.8% | +2.4% | 0.047% | |
10/31/2024 | Hara Capital LLC | 1,000 | $38K | 0.0% | N/A | 0.001% | |
10/31/2024 | Exencial Wealth Advisors LLC | 608,344 | $23.17M | 0.8% | +8.0% | 0.309% | |
10/31/2024 | Wealth Architects LLC | 681,820 | $25.96M | 2.9% | +5.2% | 0.346% | |
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10/31/2024 | Trademark Financial Management LLC | 39,107 | $1.49M | 1.2% | +25.3% | 0.020% | |
10/31/2024 | American Capital Advisory LLC | 966 | $37K | 0.0% | +3,477.8% | 0.000% | |
10/30/2024 | M Financial Asset Management Inc. | 127,639 | $4.86M | 18.9% | +7.4% | 0.065% | |
10/30/2024 | Beacon Financial Advisory LLC | 6,169 | $235K | 0.1% | N/A | 0.003% | |
10/30/2024 | Tobias Financial Advisors Inc. | 296,073 | $11.27M | 2.3% | +5.5% | 0.150% | |
10/30/2024 | Falcon Wealth Planning | 1,135,022 | $43.22M | 5.1% | -37.4% | 0.576% | |
10/30/2024 | James J. Burns & Company LLC | 7,223 | $275K | 0.0% | N/A | 0.004% | |
10/29/2024 | Forum Financial Management LP | 437,272 | $16.65M | 0.3% | -0.7% | 0.222% | |
10/29/2024 | Cedar Point Capital Partners LLC | 201,457 | $7.67M | 5.3% | +1.2% | 0.102% | |
10/29/2024 | Lodestone Wealth Management LLC | 46,369 | $1.77M | 0.9% | -6.6% | 0.024% | |