1/17/2025 | Veracity Capital LLC | 967 | $323K | 0.1% | +30.5% | 0.002% | |
1/17/2025 | Avior Wealth Management LLC | 127 | $43K | 0.0% | +126.8% | 0.000% | |
1/17/2025 | Mutual Advisors LLC | 3,344 | $1.13M | 0.0% | -8.0% | 0.007% | |
1/17/2025 | Wesbanco Bank Inc. | 634 | $212K | 0.0% | -59.9% | 0.001% | |
1/17/2025 | Janney Montgomery Scott LLC | 5,722 | $1.91M | 0.0% | +22.7% | 0.012% | |
1/17/2025 | Finley Financial LLC | 70,872 | $24.02M | 12.5% | N/A | 0.155% | |
1/17/2025 | Dakota Wealth Management | 6,732 | $2.25M | 0.1% | +0.7% | 0.015% | |
1/17/2025 | XML Financial LLC | 3,245 | $1.09M | 0.1% | -1.4% | 0.007% | |
1/17/2025 | Simon Quick Advisors LLC | 11,853 | $3.96M | 0.2% | -2.2% | 0.026% | |
1/17/2025 | Red Spruce Capital LLC | 3,072 | $1.03M | 0.5% | +8.6% | 0.007% | |
|
1/16/2025 | Aspiriant LLC | 28,229 | $9.44M | 0.3% | +8.3% | 0.062% | |
1/16/2025 | Chesapeake Wealth Management | 12,065 | $4.03M | 1.4% | -7.3% | 0.026% | |
1/16/2025 | Ballentine Partners LLC | 168,440 | $56.30M | 1.0% | +0.0% | 0.368% | |
1/16/2025 | Pure Financial Advisors LLC | 3,664 | $1.23M | 0.0% | +1.3% | 0.008% | |
1/16/2025 | Corundum Group Inc. | 745 | $249K | 0.1% | N/A | 0.002% | |
1/16/2025 | City Holding Co. | 8,765 | $2.93M | 0.4% | -1.8% | 0.019% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 38,327 | $12.81M | 1.4% | -2.3% | 0.084% | |
1/15/2025 | HB Wealth Management LLC | 84,327 | $28.19M | 0.3% | -1.1% | 0.184% | |
1/15/2025 | Sax Wealth Advisors LLC | 9,556 | $3.19M | 0.2% | -2.5% | 0.021% | |
1/15/2025 | Merit Financial Group LLC | 2,014 | $673K | 0.0% | N/A | 0.004% | |
1/15/2025 | Grant GrossMendelsohn LLC | 1,135 | $379K | 0.2% | +3.2% | 0.002% | |
1/15/2025 | Saxon Interests Inc. | 5,634 | $1.88M | 0.8% | -25.0% | 0.012% | |
1/15/2025 | Procyon Advisors LLC | 2,504 | $837K | 0.1% | +23.1% | 0.005% | |
1/15/2025 | Tallon Kerry Patrick | 22,809 | $7.61M | 7.3% | N/A | 0.050% | |
1/14/2025 | Sebold Capital Management Inc. | 802 | $268K | 0.2% | -10.7% | 0.002% | |
1/14/2025 | MPS Loria Financial Planners LLC | 16,051 | $5.37M | 1.6% | +0.9% | 0.035% | |
1/14/2025 | USA Financial Formulas | 2,905 | $971K | 0.2% | -5.1% | 0.006% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 49,786 | $16.64M | 0.2% | -1.6% | 0.109% | |
1/14/2025 | Christopher J. Hasenberg Inc | 56,195 | $18.78M | 7.6% | -37.8% | 0.123% | |
1/14/2025 | Meridian Financial Partners LLC | 6,497 | $2.17M | 1.1% | -1.7% | 0.014% | |
1/14/2025 | Park Avenue Securities LLC | 2,250 | $752K | 0.0% | +64.0% | 0.005% | |
1/14/2025 | Tlwm | 294,384 | $98.40M | 19.4% | +0.6% | 0.643% | |
1/14/2025 | Signal Advisors Wealth LLC | 1,024 | $342K | 0.0% | N/A | 0.002% | |
1/13/2025 | Unique Wealth LLC | 620 | $207K | 0.0% | N/A | 0.001% | |
1/13/2025 | Salem Investment Counselors Inc. | 330 | $110K | 0.0% | -32.7% | 0.001% | |
1/13/2025 | Brookstone Capital Management | 63,103 | $21.09M | 0.3% | +5.3% | 0.138% | |
1/13/2025 | Winthrop Advisory Group LLC | 19,420 | $6.49M | 0.7% | +0.6% | 0.042% | |
1/10/2025 | Graypoint LLC | 3,188 | $1.07M | 0.1% | -2.4% | 0.007% | |
1/10/2025 | Lowe Wealth Advisors LLC | 3,780 | $1.26M | 0.5% | -11.9% | 0.008% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 32,769 | $10.71M | 0.0% | +128.6% | 0.072% | |
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1/8/2025 | International Assets Investment Management LLC | 2,586 | $863K | 0.0% | -99.7% | 0.006% | |
1/8/2025 | Sterneck Capital Management LLC | 716 | $239K | 0.1% | -40.4% | 0.002% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 3,846 | $1.29M | 0.1% | +3.2% | 0.008% | |
1/6/2025 | Stairway Partners LLC | 65,508 | $21.90M | 1.4% | -4.6% | 0.143% | |
12/26/2024 | JPMorgan Chase & Co. | 451,720 | $147.59M | 0.0% | -14.7% | 0.986% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 2,021 | $660K | 0.0% | -2.7% | 0.004% | |
11/27/2024 | Franklin Resources Inc. | 134,171 | $44.65M | 0.0% | -1.9% | 0.293% | |
11/25/2024 | Synovus Financial Corp | 6,793 | $2.22M | 0.0% | +1.6% | 0.015% | |
11/25/2024 | Cim Investment Management Inc. | 755 | $247K | 0.1% | -4.6% | 0.002% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 23,738 | $7.76M | 0.1% | +106.2% | 0.052% | |
11/25/2024 | World Investment Advisors LLC | 3,321 | $1.09M | 0.0% | +6.7% | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 4,344 | $1.49M | 0.0% | -14.1% | 0.009% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 2,432 | $795K | 0.0% | -14.1% | 0.005% | |
11/18/2024 | Rehmann Capital Advisory Group | 1,384 | $452K | 0.0% | N/A | 0.003% | |
11/18/2024 | Sunbelt Securities Inc. | 136 | $44K | 0.0% | +36.0% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 863 | $282K | 0.1% | +5.6% | 0.002% | |
11/18/2024 | Gould Capital LLC | 1,190 | $389K | 0.3% | +7.9% | 0.003% | |
11/15/2024 | M&T Bank Corp | 14,404 | $4.71M | 0.0% | -56.1% | 0.031% | |
11/15/2024 | MML Investors Services LLC | 18,201 | $5.95M | 0.0% | -26.7% | 0.040% | |
11/15/2024 | First National Bank of Omaha | 7,902 | $2.58M | 0.2% | -0.9% | 0.017% | |
11/15/2024 | Dunhill Financial LLC | 6,467 | $2.11M | 1.1% | -1.2% | 0.014% | |
11/15/2024 | Orion Portfolio Solutions LLC | 20,659 | $6.75M | 0.1% | -0.5% | 0.045% | |
11/15/2024 | Zacks Investment Management | 7,108 | $2.32M | 0.0% | -8.0% | 0.016% | |
11/15/2024 | EP Wealth Advisors LLC | 15,509 | $5.07M | 0.0% | +4.0% | 0.034% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,463 | $478K | 0.0% | +26.6% | 0.003% | |
11/15/2024 | Stifel Financial Corp | 19,942 | $6.52M | 0.0% | +1.0% | 0.044% | |
11/15/2024 | HighTower Advisors LLC | 310,278 | $101.39M | 0.1% | -1.2% | 0.677% | |
11/15/2024 | Benjamin Edwards Inc. | 3,482 | $1.14M | 0.0% | N/A | 0.008% | |
11/14/2024 | Captrust Financial Advisors | 244,475 | $79.88M | 0.2% | +1.6% | 0.534% | |
11/14/2024 | Atlantic Union Bankshares Corp | 643 | $210K | 0.0% | N/A | 0.001% | |
11/14/2024 | Rockefeller Capital Management L.P. | 66,812 | $21.83M | 0.1% | -0.4% | 0.146% | |
11/14/2024 | Hantz Financial Services Inc. | 100,582 | $32.86M | 0.6% | -3.5% | 0.220% | |
11/14/2024 | Financial Counselors Inc. | 4,290 | $1.40M | 0.0% | +3.4% | 0.009% | |
11/14/2024 | Fiduciary Trust Co | 23,244 | $7.60M | 0.1% | -4.3% | 0.051% | |
11/14/2024 | Stone House Investment Management LLC | 15,746 | $5.15M | 1.1% | N/A | 0.034% | |
11/13/2024 | Glenmede Trust Co. NA | 29,738 | $9.72M | 0.0% | -0.7% | 0.065% | |
11/13/2024 | Townsquare Capital LLC | 4,696 | $1.53M | 0.0% | -7.2% | 0.010% | |
11/13/2024 | Cadence Bank | 682 | $223K | 0.0% | N/A | 0.001% | |
11/13/2024 | BNP Paribas Financial Markets | 509 | $166K | 0.0% | -12.1% | 0.001% | |
11/13/2024 | Avestar Capital LLC | 4,052 | $1.32M | 0.1% | +29.5% | 0.009% | |
11/13/2024 | FMR LLC | 52,583 | $17.18M | 0.0% | +1.6% | 0.115% | |
11/13/2024 | D.A. Davidson & CO. | 4,630 | $1.51M | 0.0% | +1.4% | 0.010% | |
11/13/2024 | Bank of Montreal Can | 101,722 | $33.12M | 0.0% | -14.9% | 0.222% | |
11/13/2024 | Truvestments Capital LLC | 101 | $33K | 0.0% | N/A | 0.000% | |
11/13/2024 | Davis R M Inc. | 159,477 | $52.11M | 1.0% | -0.5% | 0.348% | |
11/13/2024 | Estate Counselors LLC | 5,935 | $1.94M | 0.2% | -24.9% | 0.013% | |
11/12/2024 | Crewe Advisors LLC | 1,232 | $403K | 0.0% | -38.6% | 0.003% | |
11/12/2024 | Truepoint Inc. | 60,739 | $19.85M | 0.5% | -1.5% | 0.133% | |
11/12/2024 | Pitcairn Co. | 558,944 | $182.62M | 10.8% | +7.8% | 1.220% | |
11/12/2024 | One Charles Private Wealth Services LLC | 657 | $215K | 0.1% | -18.0% | 0.001% | |
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11/12/2024 | Kingsview Wealth Management LLC | 11,195 | $3.66M | 0.1% | +706.6% | 0.024% | |
11/12/2024 | Cerity Partners LLC | 61,176 | $19.99M | 0.0% | -52.5% | 0.134% | |
11/12/2024 | Optivise Advisory Services LLC | 3,138 | $1.03M | 0.5% | N/A | 0.007% | |
11/12/2024 | Financial Council LLC | 15,758 | $5.15M | 2.7% | -0.8% | 0.034% | |
11/12/2024 | Nwam LLC | 908 | $297K | 0.0% | N/A | 0.002% | |
11/12/2024 | Meridian Wealth Management LLC | 1,322 | $432K | 0.0% | N/A | 0.003% | |
11/12/2024 | GM Advisory Group LLC | 182,268 | $59.55M | 3.6% | +3.1% | 0.398% | |
11/12/2024 | Planning Alternatives Ltd. ADV | 7,718 | $2.52M | 0.4% | -0.7% | 0.017% | |
11/12/2024 | AlphaCore Capital LLC | 161,802 | $52.87M | 11.9% | -12.1% | 0.353% | |
11/9/2024 | LPL Financial LLC | 469,157 | $153.29M | 0.1% | +3.0% | 1.024% | |