12/19/2024 | Independent Solutions Wealth Management LLC | 170,927 | $10.65M | 2.4% | -2.6% | 0.012% | |
12/19/2024 | Principal Financial Group Inc. | 297,152 | $18.52M | 0.0% | +1.2% | 0.021% | |
12/18/2024 | IMS Capital Management | 6,515 | $406K | 0.2% | -13.3% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 62,316 | $3.88M | 2.6% | -31.2% | 0.004% | |
12/17/2024 | Hiley Hunt Wealth Management | 141,722 | $8.83M | 5.1% | +3.1% | 0.010% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 95,026 | $5.89M | 0.2% | -8.2% | 0.007% | |
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12/12/2024 | Brass Tax Wealth Management Inc. | 29,617 | $1.85M | 0.7% | +28.1% | 0.002% | |
12/11/2024 | 1ST Source Bank | 253,540 | $15.80M | 0.9% | +0.3% | 0.018% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 3,640 | $243K | 0.1% | -20.0% | 0.000% | |
12/3/2024 | Garde Capital Inc. | 3,605 | $225K | 0.0% | -12.2% | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 40,953 | $2.55M | 0.8% | +6.6% | 0.003% | |
12/2/2024 | Inspire Trust Co. N.A. | 7,627 | $475K | 0.1% | +16.4% | 0.001% | |
11/29/2024 | American Trust | 1,007,460 | $62.79M | 5.2% | +2.2% | 0.072% | |
11/27/2024 | Franklin Resources Inc. | 3,267,142 | $207.14M | 0.1% | -0.4% | 0.233% | |
11/26/2024 | Peapack Gladstone Financial Corp | 117,392 | $7.32M | 0.1% | +3.8% | 0.008% | |
11/25/2024 | Synovus Financial Corp | 168,814 | $10.52M | 0.1% | +6.3% | 0.012% | |
11/25/2024 | Cim Investment Management Inc. | 288,120 | $17.96M | 5.3% | -0.6% | 0.021% | |
11/25/2024 | Destination Wealth Management | 1,006,672 | $62.74M | 1.9% | +1.2% | 0.072% | |
11/25/2024 | Arvest Bank Trust Division | 40,140 | $2.50M | 0.1% | N/A | 0.003% | |
11/25/2024 | World Investment Advisors LLC | 88,022 | $5.49M | 0.1% | +180.3% | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 353,387 | $23.62M | 0.1% | +2.6% | 0.025% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 22,920 | $1.43M | 0.1% | -2.2% | 0.002% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 41,719 | $2.60M | 0.1% | +3.7% | 0.003% | |
11/21/2024 | Tudor Financial Inc. | 17,778 | $1.11M | 0.7% | N/A | 0.001% | |
11/21/2024 | Wealthquest Corp | 679,755 | $42.03M | 3.7% | +24.3% | 0.049% | |
11/19/2024 | McIlrath & Eck LLC | 8,608 | $536K | 0.1% | +16.4% | 0.001% | |
11/19/2024 | Invst LLC | 11,424 | $712K | 0.1% | -39.8% | 0.001% | |
11/19/2024 | Citizens Business Bank | 27,113 | $1.69M | 0.3% | -3.2% | 0.002% | |
11/19/2024 | M&T Bank Corp | 1,381,503 | $86.10M | 0.3% | -2.5% | 0.099% | |
11/18/2024 | Soltis Investment Advisors LLC | 318,190 | $19.83M | 1.9% | +1.9% | 0.023% | |
11/18/2024 | Rehmann Capital Advisory Group | 103,887 | $6.47M | 0.4% | -0.3% | 0.007% | |
11/18/2024 | TD Private Client Wealth LLC | 414,663 | $25.84M | 0.7% | +2.4% | 0.030% | |
11/18/2024 | Hobbs Group Advisors LLC | 9,768 | $609K | 0.2% | +7.1% | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 77,337 | $4.82M | 0.4% | -9.7% | 0.006% | |
11/18/2024 | Asset Allocation Strategies LLC | 143,097 | $8.92M | 2.5% | +9.3% | 0.010% | |
11/18/2024 | Sunbelt Securities Inc. | 23,659 | $1.47M | 0.1% | +1.3% | 0.002% | |
11/18/2024 | Continental Investors Services Inc. | 20,068 | $1.24M | 2.5% | -4.8% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 322,622 | $20.11M | 0.4% | -3.5% | 0.023% | |
11/18/2024 | Orion Capital Management LLC | 39,759 | $2.48M | 1.2% | -14.5% | 0.003% | |
11/15/2024 | Greenwood Gearhart Inc. | 332,540 | $20.72M | 1.7% | +10.8% | 0.024% | |
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11/15/2024 | Valued Retirements Inc. | 9,173 | $572K | 0.8% | N/A | 0.001% | |
11/15/2024 | High Falls Advisors Inc | 10,364 | $646K | 0.1% | +2.7% | 0.001% | |
11/15/2024 | M&T Bank Corp | 1,381,503 | $86.10M | 0.2% | -2.5% | 0.099% | |
11/15/2024 | Executive Wealth Management LLC | 12,206 | $761K | 0.1% | N/A | 0.001% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 4,525 | $282K | 0.2% | N/A | 0.000% | |
11/15/2024 | Barclays PLC | 419,868 | $26.17M | 0.0% | +24.7% | 0.030% | |
11/15/2024 | Continuum Advisory LLC | 44,824 | $2.91M | 0.4% | -3.6% | 0.003% | |
11/15/2024 | Hamilton Capital LLC | 13,379 | $828K | 0.1% | +4.2% | 0.001% | |
11/15/2024 | SGL Investment Advisors Inc. | 7,865 | $510K | 0.3% | N/A | 0.001% | |
11/15/2024 | EWA LLC | 114,636 | $7.44M | 2.7% | +1.6% | 0.008% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 1,034,898 | $60.56M | 5.7% | -4.0% | 0.074% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 24,309 | $1.52M | 0.1% | N/A | 0.002% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 30,086 | $1.88M | 0.6% | +6.6% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 2,724,051 | $169.76M | 0.6% | +2.9% | 0.195% | |
11/15/2024 | First National Bank of Omaha | 80,363 | $5.01M | 0.3% | -3.1% | 0.006% | |
11/15/2024 | Pacific Center for Financial Services | 227,613 | $14.19M | 3.7% | +2.5% | 0.016% | |
11/15/2024 | Urban Financial Advisory Corp | 483,597 | $30.14M | 16.6% | -0.5% | 0.035% | |
11/15/2024 | Headinvest LLC | 61,000 | $3.80M | 0.7% | -2.1% | 0.004% | |
11/15/2024 | Orion Portfolio Solutions LLC | 234,287 | $14.60M | 0.3% | +5.6% | 0.017% | |
11/15/2024 | Zacks Investment Management | 142,229 | $8.86M | 0.1% | -6.1% | 0.010% | |
11/15/2024 | National Bank of Canada FI | 92,010 | $5.73M | 0.0% | +298.9% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 325,547 | $20.29M | 0.2% | +19.1% | 0.023% | |
11/15/2024 | Insigneo Advisory Services LLC | 20,752 | $1.29M | 0.1% | +10.7% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 603,602 | $37.62M | 0.2% | +34.8% | 0.043% | |
11/15/2024 | Voya Financial Advisors Inc. | 700,707 | $43.63M | 4.7% | +0.6% | 0.050% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 245,516 | $15.30M | 1.5% | +0.7% | 0.018% | |
11/15/2024 | State Street Corp | 1,415,158 | $88.19M | 0.0% | -3.0% | 0.101% | |
11/15/2024 | Stifel Financial Corp | 3,302,260 | $205.80M | 0.2% | +1.9% | 0.236% | |
11/15/2024 | Swmg LLC | 10,419 | $682K | 0.3% | +12.1% | 0.001% | |
11/15/2024 | SageView Advisory Group LLC | 30,799 | $1.92M | 0.1% | -44.3% | 0.002% | |
11/15/2024 | Quantinno Capital Management LP | 25,586 | $1.60M | 0.0% | +32.8% | 0.002% | |
11/15/2024 | Pinnacle Family Advisors LLC | 19,821 | $1.24M | 0.6% | -11.0% | 0.001% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 149,423 | $9.31M | 2.2% | -1.1% | 0.011% | |
11/15/2024 | IHT Wealth Management LLC | 117,178 | $7.29M | 0.2% | +46.0% | 0.008% | |
11/15/2024 | Independent Family Office LLC | 26,765 | $1.65M | 0.8% | +4.6% | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 1,034,035 | $64.44M | 0.8% | +33.4% | 0.074% | |
11/15/2024 | IronBridge Private Wealth LLC | 159,399 | $9.93M | 3.7% | +1.0% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 7,050,741 | $439.34M | 0.6% | +2.5% | 0.504% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 119,961 | $7.48M | 0.0% | +2.4% | 0.009% | |
11/15/2024 | Community Bank N.A. | 163,702 | $10.20M | 1.3% | -8.4% | 0.012% | |
11/15/2024 | Arrowroot Family Office LLC | 91,782 | $5.72M | 3.3% | +9.5% | 0.007% | |
11/15/2024 | Ascent Group LLC | 24,670 | $1.54M | 0.1% | -1.0% | 0.002% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 13,265 | $827K | 0.0% | -2.8% | 0.001% | |
11/15/2024 | Benjamin Edwards Inc. | 37,615 | $2.35M | 0.0% | N/A | 0.003% | |
11/15/2024 | FSA Wealth Management LLC | 925 | $58K | 0.0% | N/A | 0.000% | |
11/15/2024 | Lavaca Capital LLC | 6,911 | $431K | 0.2% | N/A | 0.000% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 14,868 | $927K | 0.1% | -5.8% | 0.001% | |
11/14/2024 | Tradition Wealth Management LLC | 7,089 | $442K | 0.0% | -5.0% | 0.001% | |
11/14/2024 | Edgestream Partners L.P. | 7,007 | $437K | 0.0% | +54.4% | 0.001% | |
11/14/2024 | NCM Capital Management LLC | 7,928 | $494K | 0.2% | +2.3% | 0.001% | |
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11/14/2024 | Acropolis Investment Management LLC | 1,578,866 | $98.40M | 5.8% | +0.1% | 0.113% | |
11/14/2024 | L.M. Kohn & Company | 6,601 | $411K | 0.1% | +7.3% | 0.000% | |
11/14/2024 | Ironwood Investment Counsel LLC | 11,570 | $721K | 0.1% | -5.7% | 0.001% | |
11/14/2024 | TRUE Private Wealth Advisors | 460,362 | $28.69M | 3.4% | +4.1% | 0.033% | |
11/14/2024 | Circle Wealth Management LLC | 4,289,155 | $267.30M | 5.9% | -0.3% | 0.306% | |
11/14/2024 | Captrust Financial Advisors | 1,669,891 | $104.07M | 0.3% | +9.0% | 0.119% | |
11/14/2024 | Atlantic Union Bankshares Corp | 3,380 | $211K | 0.0% | N/A | 0.000% | |
11/14/2024 | Icon Wealth Advisors LLC | 5,855 | $365K | 0.0% | +58.2% | 0.000% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,810,090 | $112.77M | 0.3% | +2.9% | 0.129% | |
11/14/2024 | Carl P. Sherr & Co. LLC | 10,818 | $674K | 0.4% | -1.5% | 0.001% | |