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% | |
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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% | |
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% | |
11/13/2024 | BNP Paribas Financial Markets | 1,277 | $137K | 0.0% | N/A | 0.002% | |
11/13/2024 | FMR LLC | 2,822,447 | $303.87M | 0.0% | -3.0% | 4.035% | |
11/13/2024 | Bank of Montreal Can | 318,645 | $34.18M | 0.0% | -0.5% | 0.456% | |
11/13/2024 | Associated Banc Corp | 25,191 | $2.71M | 0.1% | +0.8% | 0.036% | |
11/13/2024 | Pacific Financial Group Inc. | 14,960 | $1.61M | 1.2% | -3.4% | 0.021% | |
11/12/2024 | Cahill Financial Advisors Inc. | 8,155 | $878K | 0.1% | -1.1% | 0.012% | |
11/12/2024 | Centaurus Financial Inc. | 1,317 | $142K | 0.0% | N/A | 0.002% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 3,515 | $378K | 0.1% | -4.8% | 0.005% | |
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11/12/2024 | Larson Financial Group LLC | 26,854 | $2.89M | 0.2% | -43.1% | 0.038% | |
11/12/2024 | Cerity Partners LLC | 196,860 | $21.19M | 0.0% | +0.6% | 0.281% | |
11/12/2024 | Alesco Advisors LLC | 12,545 | $1.35M | 0.0% | -1.8% | 0.018% | |
11/12/2024 | Nwam LLC | 22,136 | $2.38M | 0.1% | N/A | 0.032% | |
11/12/2024 | Planning Alternatives Ltd. ADV | 10,251 | $1.10M | 0.2% | -4.3% | 0.015% | |
11/12/2024 | Accretive Wealth Partners LLC | 48,417 | $5.21M | 2.2% | -5.3% | 0.069% | |
11/12/2024 | First County Bank CT | 51,416 | $5.54M | 2.7% | +12.2% | 0.074% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 5,688 | $612K | 0.0% | -8.7% | 0.008% | |
11/12/2024 | Integrated Investment Consultants LLC | 2,001 | $215K | 0.0% | -11.6% | 0.003% | |
11/8/2024 | King Luther Capital Management Corp | 2,809 | $302K | 0.0% | +12.3% | 0.004% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 3,343 | $360K | 0.2% | -16.2% | 0.005% | |
11/8/2024 | Etfidea LLC | 121,011 | $13.03M | 4.1% | +0.3% | 0.173% | |
11/8/2024 | First Horizon Advisors Inc. | 4,879 | $525K | 0.0% | -2.0% | 0.007% | |
11/8/2024 | Commerce Bank | 9,221 | $993K | 0.0% | +45.1% | 0.013% | |
11/8/2024 | Kraft Davis & Associates LLC | 27,310 | $2.91M | 0.9% | +20.7% | 0.039% | |
11/8/2024 | Avior Wealth Management LLC | 20,507 | $2.21M | 0.1% | +10.6% | 0.029% | |
11/8/2024 | PNC Financial Services Group Inc. | 674,695 | $72.64M | 0.0% | -0.9% | 0.965% | |
11/8/2024 | SouthState Corp | 3,020 | $325K | 0.0% | +4.3% | 0.004% | |
11/7/2024 | Prospera Financial Services Inc | 86,731 | $9.34M | 0.2% | +605.3% | 0.124% | |
11/7/2024 | Pathstone Holdings LLC | 44,682 | $4.81M | 0.0% | +12.7% | 0.064% | |
11/7/2024 | Amara Financial LLC. | 3,106 | $334K | 0.3% | N/A | 0.004% | |
11/7/2024 | St. Louis Trust Co | 35,632 | $3.84M | 0.5% | +78.1% | 0.051% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 2,442 | $263K | 0.2% | N/A | 0.003% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 57,334 | $6.17M | 0.2% | -2.0% | 0.082% | |
11/7/2024 | Drive Wealth Management LLC | 1,905 | $205K | 0.1% | N/A | 0.003% | |
11/7/2024 | MAI Capital Management | 164,384 | $17.70M | 0.2% | +0.8% | 0.235% | |
11/7/2024 | Phillips Financial Management LLC | 188,650 | $20.31M | 1.6% | -5.1% | 0.270% | |
11/7/2024 | TrinityPoint Wealth LLC | 69,685 | $7.50M | 1.1% | +73.5% | 0.100% | |
11/7/2024 | Thrivent Financial for Lutherans | 46,033 | $4.96M | 0.0% | +49.0% | 0.066% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 9,768 | $1.05M | 0.3% | +2.8% | 0.014% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 15,029 | $1.62M | 0.6% | -3.3% | 0.021% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 3,846 | $414K | 0.0% | -16.9% | 0.005% | |
11/6/2024 | LJI Wealth Management LLC | 6,588 | $709K | 0.1% | -2.5% | 0.009% | |
11/6/2024 | Destiny Capital Corp CO | 2,756 | $294K | 0.2% | +17.0% | 0.004% | |
11/6/2024 | Squire Investment Management Company LLC | 7,778 | $837K | 0.4% | +16.4% | 0.011% | |
11/6/2024 | Vawter Financial Ltd. | 2,020 | $217K | 0.1% | N/A | 0.003% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 4,282 | $461K | 0.0% | -47.2% | 0.006% | |
11/6/2024 | King Wealth Management Group | 15,415 | $1.66M | 0.3% | -2.4% | 0.022% | |
11/6/2024 | OneDigital Investment Advisors LLC | 6,568 | $707K | 0.0% | -11.2% | 0.009% | |
11/6/2024 | Neumann Capital Management LLC | 25,050 | $2.70M | 0.9% | -1.6% | 0.036% | |
11/6/2024 | Main Street Financial Solutions LLC | 8,096 | $872K | 0.1% | +5.4% | 0.012% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,593 | $602K | 0.0% | +21.6% | 0.008% | |
11/6/2024 | Pinnacle Financial Partners Inc | 72,620 | $7.82M | 0.2% | +2.9% | 0.104% | |
11/5/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 7,447 | $795K | 0.3% | +6.4% | 0.011% | |
11/5/2024 | Aptus Capital Advisors LLC | 794 | $85K | 0.0% | -48.2% | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 911,090 | $98.09M | 1.4% | -0.8% | 1.302% | |
11/5/2024 | Savvy Advisors Inc. | 4,325 | $466K | 0.1% | -5.0% | 0.006% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 26,123 | $2.81M | 0.1% | -0.5% | 0.037% | |
11/5/2024 | Vestia Personal Wealth Advisors | 5,748 | $619K | 0.5% | -2.1% | 0.008% | |
11/5/2024 | Jeppson Wealth Management LLC | 2,000 | $215K | 0.1% | N/A | 0.003% | |
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11/5/2024 | Northwest Wealth Management LLC | 5,616 | $605K | 0.1% | -7.7% | 0.008% | |
11/4/2024 | Venturi Wealth Management LLC | 1,719 | $185K | 0.0% | N/A | 0.002% | |
11/4/2024 | Weil Company Inc. | 2,331 | $251K | 0.1% | -21.3% | 0.003% | |
11/4/2024 | Catalytic Wealth RIA LLC | 14,415 | $1.55M | 0.3% | -8.9% | 0.021% | |
11/4/2024 | Sigma Planning Corp | 50,394 | $5.43M | 0.2% | -2.9% | 0.072% | |
11/2/2024 | Avid Wealth Partners LLC | 1,892 | $204K | 0.1% | N/A | 0.003% | |
11/2/2024 | Transcendent Capital Group LLC | 335 | $36K | 0.0% | -42.1% | 0.000% | |
11/1/2024 | First Personal Financial Services | 504 | $54K | 0.0% | N/A | 0.001% | |
11/1/2024 | LTG Capital LLC | 41,072 | $4.42M | 3.7% | -0.6% | 0.059% | |
11/1/2024 | Bridges Investment Management Inc. | 22,410 | $2.41M | 0.0% | -6.5% | 0.032% | |