11/18/2024 | Arete Wealth Advisors LLC | 117,697 | $8.41M | 0.7% | +32.9% | 0.051% | |
11/18/2024 | Asset Allocation Strategies LLC | 64,252 | $4.61M | 1.3% | +459.0% | 0.028% | |
11/15/2024 | Executive Wealth Management LLC | 5,881 | $422K | 0.0% | N/A | 0.003% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 8,846 | $635K | 0.5% | N/A | 0.004% | |
11/15/2024 | Continuum Advisory LLC | 17,464 | $1.25M | 0.2% | +160.2% | 0.008% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 14,551 | $1.04M | 0.1% | N/A | 0.006% | |
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11/15/2024 | Glass Jacobson Investment Advisors llc | 2,957 | $212K | 0.1% | +49.0% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 95,543 | $6.86M | 0.0% | +5.0% | 0.042% | |
11/15/2024 | Urban Financial Advisory Corp | 149,506 | $10.73M | 5.9% | +78.7% | 0.065% | |
11/15/2024 | Orion Portfolio Solutions LLC | 17,160 | $1.23M | 0.0% | +31.5% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 21,680 | $1.56M | 0.0% | -5.3% | 0.009% | |
11/15/2024 | Jane Street Group LLC | 3,169 | $227K | 0.0% | -75.7% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 7,107 | $510K | 0.0% | N/A | 0.003% | |
11/15/2024 | Stifel Financial Corp | 10,269 | $737K | 0.0% | +38.1% | 0.004% | |
11/15/2024 | Quantinno Capital Management LP | 4,050 | $291K | 0.0% | N/A | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 22,801 | $1.64M | 0.0% | +14.2% | 0.010% | |
11/15/2024 | HighTower Advisors LLC | 515,495 | $37.02M | 0.1% | +4.2% | 0.225% | |
11/15/2024 | Paradigm Capital Management LLC NV | 28,663 | $2.06M | 2.0% | N/A | 0.013% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 145,740 | $10.46M | 0.6% | -2.8% | 0.064% | |
11/14/2024 | Tradition Wealth Management LLC | 182,263 | $13.08M | 1.2% | +2.7% | 0.080% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 3,642 | $261K | 0.2% | +200.0% | 0.002% | |
11/14/2024 | Ironwood Investment Counsel LLC | 109,387 | $7.85M | 1.3% | +17.3% | 0.048% | |
11/14/2024 | Captrust Financial Advisors | 4,641,312 | $333.06M | 1.0% | +7.2% | 2.027% | |
11/14/2024 | Icon Wealth Advisors LLC | 1,499 | $108K | 0.0% | N/A | 0.001% | |
11/14/2024 | Bell Investment Advisors Inc | 685,216 | $49.17M | 9.0% | -1.2% | 0.299% | |
11/13/2024 | Townsquare Capital LLC | 5,985 | $429K | 0.0% | +49.4% | 0.003% | |
11/13/2024 | FMR LLC | 85,753 | $6.15M | 0.0% | +16.6% | 0.037% | |
11/13/2024 | Elios Financial Group Inc. | 3,145 | $226K | 0.1% | N/A | 0.001% | |
11/12/2024 | Capital Investment Counsel LLC | 4,339 | $311K | 0.1% | N/A | 0.002% | |
11/12/2024 | Cahill Financial Advisors Inc. | 321,021 | $23.04M | 3.2% | -15.5% | 0.140% | |
11/12/2024 | Centaurus Financial Inc. | 1,767 | $127K | 0.0% | N/A | 0.001% | |
11/12/2024 | Journey Advisory Group LLC | 93,641 | $6.27M | 0.7% | -3.1% | 0.041% | |
11/12/2024 | Larson Financial Group LLC | 10,220 | $733K | 0.0% | -4.4% | 0.004% | |
11/12/2024 | Kingsview Wealth Management LLC | 100,818 | $7.24M | 0.2% | +6.6% | 0.044% | |
11/12/2024 | Cerity Partners LLC | 153,352 | $11.01M | 0.0% | -4.9% | 0.067% | |
11/12/2024 | Great Valley Advisor Group Inc. | 45,323 | $3.25M | 0.1% | +96.7% | 0.020% | |
11/12/2024 | Certified Advisory Corp | 210,187 | $15.08M | 1.7% | +18.9% | 0.092% | |
11/12/2024 | Meridian Wealth Management LLC | 42,429 | $3.05M | 0.1% | N/A | 0.019% | |
11/12/2024 | Icon Wealth Advisors LLC | 12,837 | $921K | 0.0% | N/A | 0.006% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 130,624,355 | $9.37B | 1.8% | +0.2% | 57.041% | |
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11/8/2024 | Steele Capital Management Inc. | 1,985,873 | $142.51M | 7.4% | +0.5% | 0.867% | |
11/8/2024 | Darwin Wealth Management LLC | 6,727 | $483K | 0.1% | N/A | 0.003% | |
11/8/2024 | Cedar Wealth Management LLC | 15,582 | $1.12M | 0.3% | +69.5% | 0.007% | |
11/8/2024 | Etfidea LLC | 44,019 | $3.16M | 1.0% | +1.1% | 0.019% | |
11/8/2024 | R. W. Roge & Company Inc. | 59,903 | $4.30M | 2.3% | -2.3% | 0.026% | |
11/8/2024 | Howe & Rusling Inc. | 7,168 | $514K | 0.0% | +7.0% | 0.003% | |
11/8/2024 | Northwest Bancshares Inc. | 2,073,044 | $148.76M | 25.3% | -1.3% | 0.905% | |
11/8/2024 | SouthState Corp | 2,770 | $199K | 0.0% | -16.6% | 0.001% | |
11/8/2024 | Lowery Thomas LLC | 116,638 | $8.37M | 5.7% | +7.2% | 0.051% | |
11/8/2024 | Prospera Financial Services Inc | 34,170 | $2.45M | 0.1% | +9.3% | 0.015% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 16,617 | $1.19M | 0.9% | N/A | 0.007% | |
11/7/2024 | MAI Capital Management | 105,503 | $7.57M | 0.1% | +1.0% | 0.046% | |
11/6/2024 | Vishria Bird Financial Group LLC | 11,216 | $805K | 0.3% | N/A | 0.005% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 3,196,535 | $229.38M | 5.3% | +18.6% | 1.396% | |
11/6/2024 | OneDigital Investment Advisors LLC | 189,531 | $13.60M | 0.2% | -2.0% | 0.083% | |
11/6/2024 | Main Street Financial Solutions LLC | 62,946 | $4.52M | 0.4% | +96.7% | 0.027% | |
11/6/2024 | Schrum Private Wealth Management LLC | 48,442 | $3.48M | 1.8% | +100.0% | 0.021% | |
11/6/2024 | Cornerstone Planning Group LLC | 1,309,618 | $93.98M | 20.6% | N/A | 0.572% | |
11/6/2024 | Mengis Capital Management Inc. | 6,333 | $454K | 0.1% | +18.5% | 0.003% | |
11/5/2024 | Simmons Bank | 3,692 | $265K | 0.0% | N/A | 0.002% | |
11/5/2024 | Haverford Trust Co | 282,371 | $20.26M | 0.2% | +1.0% | 0.123% | |
11/5/2024 | Empower Advisory Group LLC | 6,160 | $442K | 0.0% | -17.6% | 0.003% | |
11/5/2024 | Savvy Advisors Inc. | 31,280 | $2.25M | 0.5% | +7.0% | 0.014% | |
11/5/2024 | Systelligence LLC | 194,255 | $13.94M | 3.5% | -0.7% | 0.085% | |
11/5/2024 | Harbour Investments Inc. | 19,564 | $1.40M | 0.0% | +28.2% | 0.009% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 16,831 | $1.21M | 0.1% | +4.1% | 0.007% | |
11/4/2024 | Koesten Hirschmann & Crabtree INC. | 570,981 | $40.97M | 23.9% | -1.9% | 0.249% | |
11/4/2024 | Paragon Capital Management LLC | 3,544 | $254K | 0.1% | N/A | 0.002% | |
11/4/2024 | Sigma Planning Corp | 9,695 | $696K | 0.0% | -52.9% | 0.004% | |
11/1/2024 | Atria Investments Inc | 3,480 | $250K | 0.0% | -28.5% | 0.002% | |
11/1/2024 | Cowa LLC | 68,133 | $4.89M | 2.3% | +93.6% | 0.030% | |
11/1/2024 | Washington Trust Advisors Inc. | 270,150 | $19.39M | 1.7% | -4.2% | 0.118% | |
11/1/2024 | Leavell Investment Management Inc. | 93,317 | $6.70M | 0.3% | +7.3% | 0.041% | |
11/1/2024 | Burt Wealth Advisors | 203,696 | $14.62M | 3.6% | -2.4% | 0.089% | |
11/1/2024 | Aspire Wealth Management Corp | 142,682 | $10.24M | 5.5% | +12.1% | 0.062% | |
11/1/2024 | Financial Strategies Group Inc. | 843,310 | $60.52M | 12.9% | +202.2% | 0.368% | |
10/31/2024 | Mainstream Capital Management LLC | 3,204 | $230K | 0.2% | N/A | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 5,748 | $412K | 0.3% | N/A | 0.003% | |
10/30/2024 | Maia Wealth LLC | 9,542 | $685K | 0.2% | +100.9% | 0.004% | |
10/30/2024 | Foster & Motley Inc. | 95,491 | $6.85M | 0.4% | -1.9% | 0.042% | |
10/30/2024 | Milestone Investment Advisors LLC | 104,812 | $7.52M | 2.1% | +5.5% | 0.046% | |
10/30/2024 | Austin Private Wealth LLC | 34,419 | $2.47M | 0.2% | -5.9% | 0.015% | |
10/30/2024 | Solitude Financial Services | 301,322 | $21.62M | 9.2% | +0.8% | 0.132% | |
10/30/2024 | World Equity Group Inc. | 12,876 | $924K | 0.3% | -45.0% | 0.006% | |
10/29/2024 | Opes Wealth Management LLC | 162,696 | $11.68M | 2.2% | -0.9% | 0.071% | |
10/29/2024 | Whitener Capital Management Inc. | 33,158 | $2.38M | 0.7% | -1.7% | 0.014% | |
10/29/2024 | Cedar Point Capital Partners LLC | 143,060 | $10.27M | 7.0% | -4.4% | 0.062% | |
10/29/2024 | Allen Wealth Management LLC | 312,738 | $22.44M | 15.6% | N/A | 0.137% | |
10/29/2024 | White Pine Investment CO | 194,435 | $13.95M | 3.8% | +1.0% | 0.085% | |
10/29/2024 | Chicago Partners Investment Group LLC | 46,919 | $3.37M | 0.1% | +192.9% | 0.020% | |
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10/29/2024 | Farther Finance Advisors LLC | 2,603 | $187K | 0.0% | -49.8% | 0.001% | |
10/29/2024 | Capital Advisors Inc. OK | 9,727 | $698K | 0.0% | +15.3% | 0.004% | |
10/28/2024 | Values Added Financial LLC | 4,747 | $341K | 0.2% | N/A | 0.002% | |
10/28/2024 | Principal Securities Inc. | 90,291 | $6.48M | 0.2% | +15.6% | 0.039% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 86,507 | $6.21M | 4.6% | +7.2% | 0.038% | |
10/28/2024 | Reston Wealth Management LLC | 674,082 | $48.37M | 17.5% | +2.9% | 0.294% | |
10/28/2024 | Wealth Forward LLC | 171,814 | $12.33M | 8.6% | -0.6% | 0.075% | |
10/28/2024 | US Bancorp DE | 6,915 | $496K | 0.0% | +60.1% | 0.003% | |
10/28/2024 | Tanglewood Wealth Management Inc. | 588,241 | $42.21M | 4.9% | -2.1% | 0.257% | |
10/25/2024 | Voisard Asset Management Group Inc. | 2,320 | $166K | 0.1% | N/A | 0.001% | |