11/15/2024 | Prestige Wealth Management Group LLC | 721 | $57K | 0.0% | -47.6% | 0.001% | |
11/15/2024 | M&T Bank Corp | 7,843 | $616K | 0.0% | -6.3% | 0.014% | |
11/15/2024 | LRI Investments LLC | 338,645 | $27.21M | 2.3% | -0.1% | 0.609% | |
11/15/2024 | MML Investors Services LLC | 48,284 | $3.79M | 0.0% | +8.7% | 0.087% | |
11/15/2024 | Glen Eagle Advisors LLC | 4,722 | $371K | 0.1% | +4.5% | 0.008% | |
11/15/2024 | Jane Street Group LLC | 23,032 | $1.81M | 0.0% | -38.0% | 0.041% | |
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11/15/2024 | Stifel Financial Corp | 91,252 | $7.17M | 0.0% | -5.0% | 0.164% | |
11/15/2024 | Resurgent Financial Advisors LLC | 23,096 | $1.81M | 1.1% | -0.5% | 0.042% | |
11/15/2024 | Reynders McVeigh Capital Management LLC | 5,800 | $456K | 0.0% | -10.8% | 0.010% | |
11/15/2024 | IHT Wealth Management LLC | 9,924 | $779K | 0.0% | +15.7% | 0.018% | |
11/15/2024 | Integrated Wealth Concepts LLC | 7,335 | $576K | 0.0% | +6.5% | 0.013% | |
11/15/2024 | HighTower Advisors LLC | 159,861 | $12.56M | 0.0% | -0.3% | 0.287% | |
11/15/2024 | Arrowroot Family Office LLC | 3,644 | $286K | 0.2% | -31.8% | 0.007% | |
11/14/2024 | Captrust Financial Advisors | 67,400 | $5.30M | 0.0% | +2.0% | 0.121% | |
11/14/2024 | Rockefeller Capital Management L.P. | 381,047 | $29.94M | 0.1% | +0.4% | 0.685% | |
11/13/2024 | FMR LLC | 26,252 | $2.06M | 0.0% | -7.8% | 0.047% | |
11/13/2024 | D.A. Davidson & CO. | 119,660 | $9.40M | 0.1% | +18.0% | 0.215% | |
11/13/2024 | Associated Banc Corp | 5,956 | $468K | 0.0% | -2.5% | 0.011% | |
11/13/2024 | Brown Brothers Harriman & Co. | 51,440 | $4.04M | 0.0% | N/A | 0.092% | |
11/12/2024 | Cerity Partners LLC | 34,469 | $2.71M | 0.0% | +0.4% | 0.062% | |
11/12/2024 | Great Valley Advisor Group Inc. | 888,083 | $69.77M | 1.7% | +12.9% | 1.596% | |
11/12/2024 | GM Advisory Group LLC | 5,565 | $437K | 0.0% | -49.3% | 0.010% | |
11/12/2024 | Allen Capital Group LLC | 40,622 | $3.19M | 0.4% | -0.8% | 0.073% | |
11/12/2024 | Raymond James Trust N.A. | 4,694 | $369K | 0.0% | -8.0% | 0.008% | |
11/9/2024 | LPL Financial LLC | 2,710,278 | $212.92M | 0.1% | -7.3% | 4.870% | |
11/8/2024 | Citizens Financial Group Inc. RI | 3,825 | $300K | 0.0% | N/A | 0.007% | |
11/8/2024 | Moors & Cabot Inc. | 3,894 | $306K | 0.0% | +8.5% | 0.007% | |
11/8/2024 | PNC Financial Services Group Inc. | 3,903,646 | $306.67M | 0.2% | -0.9% | 7.015% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 28,541 | $2.24M | 1.6% | N/A | 0.051% | |
11/7/2024 | MAI Capital Management | 263,628 | $20.71M | 0.2% | -1.1% | 0.474% | |
11/7/2024 | Thrivent Financial for Lutherans | 19,576 | $1.54M | 0.0% | +10.8% | 0.035% | |
11/6/2024 | KPP Advisory Services LLC | 12,518 | $983K | 0.2% | N/A | 0.022% | |
11/6/2024 | Coastline Trust Co | 600 | $47K | 0.0% | N/A | 0.001% | |
11/6/2024 | Linscomb Wealth Inc. | 48,281 | $3.79M | 0.2% | -0.7% | 0.087% | |
11/6/2024 | Main Street Financial Solutions LLC | 163,291 | $12.83M | 1.2% | +5.0% | 0.293% | |
11/6/2024 | Oppenheimer & Co. Inc. | 14,773 | $1.16M | 0.0% | +1.5% | 0.027% | |
11/5/2024 | First Heartland Consultants Inc. | 5,350 | $420K | 0.0% | -32.5% | 0.010% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 16,480 | $1.30M | 0.1% | +6.8% | 0.030% | |
11/4/2024 | 1900 Wealth Management LLC | 73,746 | $5.32M | 0.5% | +24.5% | 0.133% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 23,882 | $1.88M | 0.0% | +100.0% | 0.043% | |
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11/1/2024 | Atria Investments Inc | 22,710 | $1.78M | 0.0% | -0.6% | 0.041% | |
11/1/2024 | Fairway Wealth LLC | 182,470 | $14.34M | 6.2% | +61.3% | 0.328% | |
11/1/2024 | Assetmark Inc. | 47,263 | $3.71M | 0.0% | -4.4% | 0.085% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 101,404 | $7.97M | 2.8% | +10.8% | 0.182% | |
10/30/2024 | Tobias Financial Advisors Inc. | 81,574 | $6.41M | 1.3% | -2.3% | 0.147% | |
10/30/2024 | Fox Financial Inc | 255,226 | $20.05M | 17.5% | +0.5% | 0.459% | |
10/30/2024 | United Advisor Group LLC | 92,242 | $7.25M | 1.6% | +17.3% | 0.166% | |
10/30/2024 | Moloney Securities Asset Management LLC | 9,602 | $754K | 0.1% | +22.2% | 0.017% | |
10/30/2024 | FIDELIS iM LLC | 175,010 | $13.75M | 6.2% | +0.6% | 0.314% | |
10/30/2024 | Vestor Capital LLC | 12,547 | $986K | 0.1% | -2.2% | 0.023% | |
10/29/2024 | IAG Wealth Partners LLC | 418,365 | $32.87M | 6.1% | +2.2% | 0.752% | |
10/29/2024 | Janney Montgomery Scott LLC | 55,521 | $4.36M | 0.0% | -0.7% | 0.100% | |
10/29/2024 | Chicago Partners Investment Group LLC | 23,047 | $1.83M | 0.1% | -3.0% | 0.041% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 47,062 | $3.70M | 0.2% | +11.2% | 0.085% | |
10/28/2024 | US Bancorp DE | 16,439 | $1.29M | 0.0% | +4.0% | 0.030% | |
10/25/2024 | Eagle Strategies LLC | 2,896 | $227K | 0.0% | N/A | 0.005% | |
10/24/2024 | FSA Advisors Inc. | 10,616 | $772K | 0.8% | -11.9% | 0.019% | |
10/24/2024 | J.W. Cole Advisors Inc. | 26,256 | $2.06M | 0.1% | +1.6% | 0.047% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 10,220 | $803K | 0.4% | -8.1% | 0.018% | |
10/24/2024 | Pullen Investment Management LLC | 2,722 | $214K | 0.2% | N/A | 0.005% | |
10/24/2024 | Bristlecone Advisors LLC | 228,960 | $17.99M | 1.4% | +3.0% | 0.411% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 136,940 | $10.76M | 0.0% | -0.8% | 0.246% | |
10/23/2024 | Convergence Financial LLC | 6,228 | $489K | 0.1% | N/A | 0.011% | |
10/23/2024 | Lake Street Advisors Group LLC | 11,222 | $882K | 0.0% | +1.8% | 0.020% | |
10/23/2024 | Brighton Jones LLC | 3,031 | $238K | 0.0% | -34.9% | 0.005% | |
10/22/2024 | Eagle Bay Advisors LLC | 582 | $46K | 0.0% | N/A | 0.001% | |
10/22/2024 | Private Advisor Group LLC | 222,511 | $17.48M | 0.1% | +6.2% | 0.400% | |
10/21/2024 | Waterway Wealth Management LLC | 526,171 | $41.33M | 17.8% | +2.1% | 0.946% | |
10/19/2024 | OLD National Bancorp IN | 2,571 | $202K | 0.0% | -8.4% | 0.005% | |
10/18/2024 | Revolve Wealth Partners LLC | 220,005 | $17.28M | 2.6% | +1.1% | 0.395% | |
10/18/2024 | Seamount Financial Group Inc. | 4,000 | $314K | 0.2% | N/A | 0.007% | |
10/18/2024 | Commonwealth Equity Services LLC | 777,898 | $61.11M | 0.1% | -0.4% | 1.398% | |
10/18/2024 | Raymond James & Associates | 238,279 | $18.72M | 0.0% | +22.9% | 0.428% | |
10/18/2024 | Meridian Financial Partners LLC | 38,024 | $2.99M | 1.5% | +0.4% | 0.068% | |
10/18/2024 | KMG Fiduciary Partners LLC | 16,108 | $1.27M | 0.1% | +9.1% | 0.029% | |
10/18/2024 | Precedent Wealth Partners LLC | 3,618 | $284K | 0.1% | -6.8% | 0.007% | |
10/18/2024 | Stratos Wealth Advisors LLC | 104,548 | $8.21M | 0.4% | +0.6% | 0.188% | |
10/17/2024 | RFG Advisory LLC | 104,085 | $8.18M | 0.2% | +19.9% | 0.187% | |
10/16/2024 | Global Retirement Partners LLC | 11,261 | $885K | 0.0% | +2.1% | 0.020% | |
10/16/2024 | Kaydan Wealth Management Inc. | 8,702 | $684K | 0.2% | +2.7% | 0.016% | |
10/16/2024 | Amplius Wealth Advisors LLC | 26,175 | $2.06M | 0.2% | -4.5% | 0.047% | |
10/16/2024 | Brady Family Wealth LLC | 2,655 | $209K | 0.1% | N/A | 0.005% | |
10/15/2024 | NBC Securities Inc. | 2,746 | $215K | 0.0% | +5.3% | 0.005% | |
10/11/2024 | Creative Planning | 1,417,842 | $111.39M | 0.1% | -0.8% | 2.548% | |
10/11/2024 | CX Institutional | 99,775 | $7.84M | 0.3% | +0.7% | 0.179% | |
10/11/2024 | Empirical Asset Management LLC | 10,531 | $827K | 0.1% | -6.2% | 0.019% | |
10/10/2024 | Koshinski Asset Management Inc. | 58,330 | $4.58M | 0.4% | -1.2% | 0.105% | |
10/10/2024 | Code Waechter LLC | 4,000 | $314K | 0.3% | N/A | 0.007% | |
10/9/2024 | Sarasin & Partners LLP | 46,577 | $3.66M | 0.0% | -11.2% | 0.084% | |
10/9/2024 | Moller Wealth Partners | 95,943 | $7.54M | 1.9% | -0.3% | 0.172% | |
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10/9/2024 | Sanibel Captiva Trust Company Inc. | 4,990 | $392K | 0.0% | N/A | 0.009% | |
10/8/2024 | WealthCare Investment Partners LLC | 4,398 | $344K | 0.2% | N/A | 0.008% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 9,812 | $771K | 0.0% | +13.5% | 0.018% | |
10/7/2024 | SignalPoint Asset Management LLC | 5,655 | $442K | 0.1% | -4.2% | 0.010% | |
10/7/2024 | WealthBridge Capital Management LLC | 18,734 | $1.47M | 0.4% | +1.1% | 0.034% | |
10/7/2024 | GAMMA Investing LLC | 944 | $74K | 0.0% | +100.0% | 0.002% | |
9/13/2024 | FIDELIS iM LLC | 173,997 | $12.66M | 6.2% | +1.2% | 0.313% | |
9/5/2024 | Sanctuary Advisors LLC | 162,524 | $11.34M | 0.1% | N/A | 0.292% | |
8/28/2024 | Heritage Oak Wealth Advisors LLC | 10,117 | $736K | 0.4% | N/A | 0.018% | |
8/26/2024 | Founders Financial Alliance LLC | 22,191 | $1.61M | 0.5% | +29.9% | 0.040% | |