1/21/2025 | Goelzer Investment Management Inc. | 18,582 | $2.02M | 0.1% | -8.1% | 0.027% | |
1/21/2025 | Curated Wealth Partners LLC | 3,301 | $359K | 0.0% | +64.4% | 0.005% | |
1/21/2025 | Patriot Investment Management Group Inc. | 8,256 | $897K | 0.1% | -3.9% | 0.012% | |
1/21/2025 | Sound Income Strategies LLC | 23,011 | $2.50M | 0.2% | -18.8% | 0.033% | |
1/21/2025 | Neumann Capital Management LLC | 25,470 | $2.77M | 0.9% | +1.7% | 0.036% | |
1/21/2025 | Cornerstone Wealth Management LLC | 5,339 | $580K | 0.0% | +14.8% | 0.008% | |
1/21/2025 | Brighton Jones LLC | 7,688 | $835K | 0.0% | +6.0% | 0.011% | |
1/17/2025 | Avior Wealth Management LLC | 20,361 | $2.21M | 0.1% | -0.7% | 0.029% | |
1/17/2025 | Mutual Advisors LLC | 50,625 | $5.57M | 0.2% | +49.5% | 0.072% | |
1/17/2025 | Janney Montgomery Scott LLC | 53,638 | $5.83M | 0.0% | +13.0% | 0.077% | |
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1/17/2025 | Park Place Capital Corp | 13,175 | $1.43M | 0.4% | -1.6% | 0.019% | |
1/17/2025 | Daymark Wealth Partners LLC | 5,504 | $598K | 0.0% | -17.0% | 0.008% | |
1/17/2025 | Finley Financial LLC | 5,250 | $576K | 0.3% | N/A | 0.008% | |
1/17/2025 | ERTS Wealth Advisors LLC | 10,512 | $1.14M | 0.2% | +6.3% | 0.015% | |
1/17/2025 | Corepath Wealth Partners LLC | 20,399 | $2.20M | 2.1% | +3.3% | 0.029% | |
1/17/2025 | Enclave Advisors LLC | 8,218 | $893K | 0.1% | -11.2% | 0.012% | |
1/17/2025 | Atomi Financial Group Inc. | 60,388 | $6.56M | 0.3% | +19.1% | 0.086% | |
1/16/2025 | Zhang Financial LLC | 14,350 | $1.56M | 0.1% | +18.0% | 0.021% | |
1/16/2025 | Wealth Management Partners LLC | 9,854 | $1.07M | 0.5% | -2.0% | 0.014% | |
1/16/2025 | Ironwood Financial llc | 57,318 | $6.23M | 1.3% | -5.5% | 0.082% | |
1/16/2025 | Willner & Heller LLC | 3,338 | $362K | 0.3% | +4.2% | 0.005% | |
1/16/2025 | City Holding Co. | 13,955 | $1.52M | 0.2% | +19.7% | 0.020% | |
1/16/2025 | Polianta Ltd | 65,800 | $7.15M | 3.4% | N/A | 0.094% | |
1/15/2025 | Ameritas Advisory Services LLC | 6,352 | $690K | 0.0% | +3.7% | 0.009% | |
1/15/2025 | HB Wealth Management LLC | 2,329 | $253K | 0.0% | N/A | 0.003% | |
1/15/2025 | Hubbell Strickland Wealth Management LLC | 6,019 | $654K | 0.3% | +2.9% | 0.009% | |
1/15/2025 | Arkadios Wealth Advisors | 4,461 | $484K | 0.0% | +2.6% | 0.006% | |
1/15/2025 | Lake Street Private Wealth LLC | 85,836 | $9.32M | 1.5% | +42.4% | 0.123% | |
1/15/2025 | Sax Wealth Advisors LLC | 79,725 | $8.66M | 0.7% | -1.1% | 0.114% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 2,491 | $271K | 0.0% | -7.6% | 0.004% | |
1/15/2025 | KMG Fiduciary Partners LLC | 4,320 | $469K | 0.0% | +8.8% | 0.006% | |
1/15/2025 | Occidental Asset Management LLC | 52,827 | $5.74M | 0.9% | -1.5% | 0.076% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 16,634 | $1.81M | 0.2% | +0.9% | 0.024% | |
1/14/2025 | Rovin Capital UT ADV | 74,876 | $8.13M | 2.9% | +181.2% | 0.107% | |
1/14/2025 | Apella Capital LLC | 7,089 | $770K | 0.0% | -4.7% | 0.010% | |
1/14/2025 | Founders Grove Wealth Partners LLC | 4,239 | $460K | 0.1% | N/A | 0.006% | |
1/14/2025 | Richard P Slaughter Associates Inc | 2,750 | $299K | 0.1% | +5.0% | 0.004% | |
1/14/2025 | Sharper & Granite LLC | 2,070 | $225K | 0.1% | -8.8% | 0.003% | |
1/14/2025 | Graves Light Lenhart Wealth Inc. | 40,649 | $4.42M | 0.5% | +1.7% | 0.058% | |
1/13/2025 | Christensen King & Associates Investment Services Inc. | 8,214 | $898K | 0.4% | -8.1% | 0.012% | |
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1/13/2025 | AdvisorNet Financial Inc | 2,724 | $296K | 0.0% | -4.8% | 0.004% | |
1/13/2025 | Granite Bay Wealth Management LLC | 2,900 | $315K | 0.1% | N/A | 0.004% | |
1/13/2025 | Courier Capital LLC | 53,667 | $5.83M | 0.4% | +10.9% | 0.077% | |
1/13/2025 | Ehrlich Financial Group | 11,130 | $1.21M | 0.9% | -1.2% | 0.016% | |
1/13/2025 | Burns J W & Co. Inc. NY | 67,158 | $7.29M | 0.9% | -2.6% | 0.096% | |
1/13/2025 | Claro Advisors LLC | 8,638 | $938K | 0.1% | -5.3% | 0.012% | |
1/13/2025 | Accelerate Investment Advisors LLC | 5,383 | $585K | 0.5% | +5.7% | 0.008% | |
1/13/2025 | Wedmont Private Capital | 4,265 | $451K | 0.0% | -12.4% | 0.006% | |
1/13/2025 | Thomasville National Bank | 13,150 | $1.43M | 0.1% | -1.7% | 0.019% | |
1/13/2025 | Capital Investment Advisors LLC | 3,096 | $336K | 0.0% | -22.0% | 0.004% | |
1/13/2025 | EWG Elevate Inc. | 15,331 | $1.67M | 0.5% | N/A | 0.022% | |
1/13/2025 | Aprio Wealth Management LLC | 2,075 | $225K | 0.0% | N/A | 0.003% | |
1/10/2025 | Bruce G. Allen Investments LLC | 8,082 | $878K | 0.7% | +21.1% | 0.012% | |
1/10/2025 | Heartwood Wealth Advisors LLC | 211,184 | $22.94M | 2.6% | +1.0% | 0.302% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 50,676 | $5.46M | 0.0% | +1.2% | 0.072% | |
1/10/2025 | Watts Gwilliam & Co. LLC | 6,501 | $704K | 0.1% | -6.4% | 0.009% | |
1/8/2025 | InvesTrust | 31,268 | $3.38M | 0.9% | N/A | 0.045% | |
1/8/2025 | Fulton Bank N.A. | 3,546 | $385K | 0.0% | N/A | 0.005% | |
1/7/2025 | First County Bank CT | 55,379 | $6.02M | 3.4% | +7.7% | 0.079% | |
1/7/2025 | Rise Advisors LLC | 1,352 | $147K | 0.1% | -14.2% | 0.002% | |
1/3/2025 | First Citizens Financial Corp | 39,702 | $4.31M | 2.3% | -0.8% | 0.057% | |
12/26/2024 | JPMorgan Chase & Co. | 371,296 | $39.97M | 0.0% | +6.9% | 0.531% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 6,739 | $710K | 0.0% | -55.6% | 0.010% | |
11/27/2024 | Franklin Resources Inc. | 52,162 | $5.60M | 0.0% | -0.3% | 0.075% | |
11/26/2024 | Peapack Gladstone Financial Corp | 49,509 | $5.33M | 0.1% | +6.2% | 0.071% | |
11/25/2024 | World Investment Advisors LLC | 363,078 | $39.23M | 1.0% | +6,991.4% | 0.519% | |
11/25/2024 | Sanctuary Advisors LLC | 15,667 | $1.81M | 0.0% | -13.5% | 0.022% | |
11/21/2024 | Anchor Investment Management LLC | 6,164 | $664K | 0.1% | +47.8% | 0.009% | |
11/20/2024 | SOA Wealth Advisors LLC. | 31,620 | $3.40M | 0.6% | -6.6% | 0.045% | |
11/20/2024 | Westside Investment Management Inc. | 1,824 | $196K | 0.0% | +19.9% | 0.003% | |
11/19/2024 | M&T Bank Corp | 1,516,395 | $163.26M | 0.5% | -0.4% | 2.168% | |
11/18/2024 | Soltis Investment Advisors LLC | 25,058 | $2.70M | 0.3% | +6.1% | 0.036% | |
11/18/2024 | Rehmann Capital Advisory Group | 3,607 | $388K | 0.0% | -5.0% | 0.005% | |
11/18/2024 | TD Private Client Wealth LLC | 10,322 | $1.11M | 0.0% | -22.4% | 0.015% | |
11/18/2024 | Sunbelt Securities Inc. | 849 | $91K | 0.0% | +53.2% | 0.001% | |
11/15/2024 | M&T Bank Corp | 1,516,395 | $163.26M | 0.5% | -0.4% | 2.168% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 23,726 | $2.55M | 0.8% | -2.6% | 0.034% | |
11/15/2024 | MML Investors Services LLC | 48,929 | $5.27M | 0.0% | +2.0% | 0.070% | |
11/15/2024 | Pacific Center for Financial Services | 400 | $43K | 0.0% | N/A | 0.001% | |
11/15/2024 | Northeast Financial Consultants Inc | 53,745 | $5.79M | 0.3% | -2.9% | 0.077% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,280 | $461K | 0.0% | +87.7% | 0.006% | |
11/15/2024 | World Investment Advisors LLC | 363,078 | $39.23M | 0.2% | +6,991.4% | 0.519% | |
11/15/2024 | EP Wealth Advisors LLC | 36,676 | $3.95M | 0.0% | +3.6% | 0.052% | |
11/15/2024 | Jane Street Group LLC | 36,068 | $3.88M | 0.0% | -15.3% | 0.052% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 196,877 | $21.20M | 0.1% | +253.6% | 0.281% | |
11/15/2024 | Stifel Financial Corp | 360,420 | $38.80M | 0.0% | -7.4% | 0.515% | |
11/15/2024 | SageView Advisory Group LLC | 5,436 | $585K | 0.0% | -24.8% | 0.008% | |
11/15/2024 | Quantinno Capital Management LP | 4,942 | $532K | 0.0% | +53.3% | 0.007% | |
11/15/2024 | IHT Wealth Management LLC | 31,494 | $3.37M | 0.1% | +97.3% | 0.045% | |
11/15/2024 | Integrated Wealth Concepts LLC | 50,871 | $5.48M | 0.1% | +1.6% | 0.073% | |
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11/15/2024 | HighTower Advisors LLC | 356,781 | $38.43M | 0.1% | +8.3% | 0.510% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 4,560 | $491K | 0.0% | +84.6% | 0.007% | |
11/14/2024 | Flow Traders U.S. LLC | 17,477 | $1.88M | 0.1% | +198.4% | 0.025% | |
11/14/2024 | Captrust Financial Advisors | 96,561 | $10.40M | 0.0% | -6.8% | 0.138% | |
11/14/2024 | Rockefeller Capital Management L.P. | 159,675 | $17.19M | 0.0% | -1.7% | 0.228% | |
11/14/2024 | Financial Counselors Inc. | 26,238 | $2.83M | 0.0% | -0.7% | 0.038% | |
11/14/2024 | Fiduciary Trust Co | 2,197 | $237K | 0.0% | N/A | 0.003% | |
11/14/2024 | National Wealth Management Group LLC | 2,767 | $298K | 0.2% | -13.2% | 0.004% | |
11/13/2024 | Glenmede Trust Co. NA | 85,201 | $9.17M | 0.0% | -5.4% | 0.122% | |
11/13/2024 | Townsquare Capital LLC | 1,985 | $214K | 0.0% | -30.2% | 0.003% | |