11/20/2024 | SOA Wealth Advisors LLC. | 41,500 | $3.37M | 0.6% | -7.4% | 0.144% | |
11/18/2024 | Virtue Capital Management LLC | 4,360 | $354K | 0.1% | N/A | 0.015% | |
11/15/2024 | Brophy Wealth Management LLC | 3,046 | $248K | 0.1% | N/A | 0.011% | |
11/15/2024 | MML Investors Services LLC | 192,556 | $15.65M | 0.1% | +220.3% | 0.667% | |
11/15/2024 | Orion Portfolio Solutions LLC | 785,458 | $63.83M | 1.4% | N/A | 2.723% | |
11/15/2024 | World Investment Advisors LLC | 290,614 | $23.62M | 0.1% | N/A | 1.007% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 41,969 | $3.41M | 0.0% | +0.9% | 0.145% | |
11/15/2024 | HighTower Advisors LLC | 73,013 | $5.94M | 0.0% | +333.8% | 0.253% | |
11/14/2024 | Captrust Financial Advisors | 5,599 | $455K | 0.0% | +7.2% | 0.019% | |
11/14/2024 | CreativeOne Wealth LLC | 5,577 | $453K | 0.0% | N/A | 0.019% | |
11/13/2024 | BNP Paribas Financial Markets | 50,000 | $4.06M | 0.0% | +1,249,900.0% | 0.173% | |
11/13/2024 | FMR LLC | 10,575 | $859K | 0.0% | +14.2% | 0.037% | |
11/13/2024 | Pacific Financial Group Inc. | 3,406 | $277K | 0.2% | -8.2% | 0.012% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,477 | $364K | 0.0% | N/A | 0.016% | |
11/12/2024 | Meridian Wealth Management LLC | 3,952 | $321K | 0.0% | N/A | 0.014% | |
11/12/2024 | CFS Investment Advisory Services LLC | 16,397 | $1.33M | 0.1% | +7.9% | 0.057% | |
11/12/2024 | Concorde Asset Management LLC | 3,807 | $309K | 0.2% | N/A | 0.013% | |
11/8/2024 | PNC Financial Services Group Inc. | 14,785 | $1.20M | 0.0% | -1.9% | 0.051% | |
11/7/2024 | GLOBALT Investments LLC GA | 69,789 | $5.67M | 0.2% | -2.8% | 0.242% | |
11/7/2024 | Peterson Financial Group Inc. | 17,565 | $1.43M | 5.5% | -8.4% | 0.061% | |
11/6/2024 | OneDigital Investment Advisors LLC | 5,855 | $476K | 0.0% | +4.5% | 0.020% | |
11/6/2024 | Oppenheimer & Co. Inc. | 36,653 | $2.98M | 0.0% | +1.0% | 0.127% | |
11/4/2024 | Colonial River Investments LLC | 20,199 | $1.64M | 0.8% | N/A | 0.070% | |
11/4/2024 | Axxcess Wealth Management LLC | 20,114 | $1.64M | 0.0% | N/A | 0.070% | |
11/4/2024 | Sigma Planning Corp | 3,856 | $313K | 0.0% | N/A | 0.013% | |
11/1/2024 | Atria Investments Inc | 7,916 | $643K | 0.0% | N/A | 0.027% | |
11/1/2024 | Pegasus Partners Ltd. | 859,955 | $69.89M | 6.5% | +11.5% | 2.981% | |
10/30/2024 | Centennial Wealth Advisory LLC | 80,757 | $6.56M | 2.6% | N/A | 0.280% | |
10/30/2024 | First Citizens Asset Management Inc. | 526,187 | $42.76M | 15.2% | -2.5% | 1.824% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 26,607 | $2.16M | 0.5% | -1.5% | 0.092% | |
10/30/2024 | QRG Capital Management Inc. | 2,511 | $204K | 0.0% | N/A | 0.009% | |
10/28/2024 | Principal Securities Inc. | 346,962 | $28.20M | 0.7% | N/A | 1.203% | |
10/28/2024 | US Bancorp DE | 8,154 | $663K | 0.0% | +820.3% | 0.028% | |
10/25/2024 | Fidelis Capital Partners LLC | 11,278 | $926K | 0.1% | N/A | 0.039% | |
10/24/2024 | FSA Advisors Inc. | 3,901 | $292K | 0.3% | +14.1% | 0.014% | |
10/23/2024 | Country Club Bank | 21,058 | $1.71M | 0.1% | -2.7% | 0.073% | |
10/22/2024 | International Assets Investment Management LLC | 48,031 | $3.90M | 0.0% | +7,111.9% | 0.166% | |
10/22/2024 | Private Advisor Group LLC | 19,351 | $1.57M | 0.0% | N/A | 0.067% | |
10/22/2024 | Leo Wealth LLC | 3,987 | $324K | 0.0% | -17.1% | 0.014% | |
10/21/2024 | Foundations Investment Advisors LLC | 23,371 | $1.90M | 0.0% | +36.2% | 0.081% | |
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10/21/2024 | Horst & Graben Wealth Management LLC | 125,626 | $10.21M | 1.8% | -19.5% | 0.435% | |
10/19/2024 | New Century Financial Group LLC | 12,657 | $1.03M | 0.4% | N/A | 0.044% | |
10/18/2024 | Raymond James & Associates | 63,767 | $5.18M | 0.0% | -0.5% | 0.221% | |
10/18/2024 | First Citizens Bank & Trust Co. | 6,314,185 | $513.15M | 7.8% | -5.1% | 21.886% | |
10/16/2024 | One Wealth Advisors LLC | 5,394 | $438K | 0.1% | -3.4% | 0.019% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 7,764 | $631K | 0.1% | +98.9% | 0.027% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 13,697 | $1.11M | 0.1% | -4.5% | 0.047% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 433 | $35K | 0.0% | +56.3% | 0.002% | |
10/10/2024 | Compton Wealth Advisory Group LLC | 239,920 | $19.50M | 4.9% | -4.8% | 0.832% | |
10/10/2024 | Lion Street Advisors LLC | 3,568 | $290K | 0.1% | N/A | 0.012% | |
10/10/2024 | Simplicity Wealth LLC | 97,649 | $7.94M | 0.7% | -2.3% | 0.338% | |
10/9/2024 | Kelly Financial Services LLC | 22,436 | $1.82M | 0.7% | N/A | 0.078% | |
10/9/2024 | Clarus Wealth Advisors | 6,532 | $528K | 0.3% | -2.7% | 0.023% | |
10/8/2024 | Atomi Financial Group Inc. | 7,863 | $639K | 0.0% | N/A | 0.027% | |
10/8/2024 | Affinity Capital Advisors LLC | 3,122 | $254K | 0.0% | -5.5% | 0.011% | |
10/3/2024 | Park Avenue Securities LLC | 42,950 | $3.49M | 0.0% | N/A | 0.149% | |
9/5/2024 | Sanctuary Advisors LLC | 109,396 | $8.11M | 0.1% | N/A | 0.379% | |
8/22/2024 | Cetera Investment Advisers | 66,925 | $5.01M | 0.0% | -4.1% | 0.232% | |
8/21/2024 | Truist Financial Corp | 414,252 | $30.99M | 0.0% | -5.2% | 1.436% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 21,367 | $1.60M | 0.0% | -9.6% | 0.074% | |
8/16/2024 | NewEdge Advisors LLC | 160,634 | $12.02M | 0.1% | +3.2% | 0.557% | |
8/16/2024 | Susquehanna International Group LLP | 74,158 | $5.55M | 0.0% | +20.5% | 0.257% | |
8/15/2024 | AQR Capital Management LLC | 3,768 | $282K | 0.0% | N/A | 0.013% | |
8/15/2024 | Affinity Capital Advisors LLC | 3,302 | $247K | 0.1% | +20.7% | 0.011% | |
8/14/2024 | 1832 Asset Management L.P. | 5,353 | $401K | 0.0% | +131.9% | 0.019% | |
8/13/2024 | AE Wealth Management LLC | 952,600 | $71.27M | 0.7% | +4.2% | 3.302% | |
8/9/2024 | Renaissance Technologies LLC | 8,500 | $636K | 0.0% | -55.7% | 0.029% | |
8/9/2024 | Spectrum Wealth Counsel LLC | 848 | $63K | 0.0% | N/A | 0.003% | |
8/8/2024 | Oppenheimer & Co. Inc. | 36,284 | $2.72M | 0.0% | +2.9% | 0.126% | |
8/7/2024 | Kingdom Financial Group LLC. | 168,688 | $12.62M | 8.5% | +10.0% | 0.585% | |
8/6/2024 | Ausdal Financial Partners Inc. | 21,586 | $1.62M | 0.2% | -6.6% | 0.075% | |
8/6/2024 | SVB Wealth LLC | 579,194 | $43.34M | 1.1% | +20.2% | 2.008% | |
8/6/2024 | Lloyd Advisory Services LLC. | 8,741 | $654K | 0.3% | N/A | 0.030% | |
8/3/2024 | 9258 Wealth Management LLC | 194,937 | $14.59M | 2.2% | -6.2% | 0.676% | |
8/2/2024 | Foundations Investment Advisors LLC | 17,156 | $1.28M | 0.0% | -27.0% | 0.059% | |
8/1/2024 | TIAA Trust National Association | 10,333,642 | $773.16M | 2.4% | +9.1% | 35.819% | |
8/1/2024 | Family Asset Management LLC | 871 | $65K | 0.0% | N/A | 0.003% | |
7/31/2024 | Commonwealth Equity Services LLC | 222,284 | $16.63M | 0.0% | +1.7% | 0.770% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 138,582 | $10.38M | 0.6% | +11.9% | 0.480% | |
7/30/2024 | International Assets Investment Management LLC | 666 | $50K | 0.0% | N/A | 0.002% | |
7/30/2024 | Signaturefd LLC | 366 | $27K | 0.0% | N/A | 0.001% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 156,008 | $11.67M | 2.2% | -6.7% | 0.541% | |
7/22/2024 | Oak Harvest Investment Services | 4,657 | $348K | 0.1% | -4.3% | 0.016% | |
7/20/2024 | First Citizens Bank & Trust Co. | 6,651,811 | $497.69M | 7.9% | 0.0% | 23.057% | |
7/20/2024 | First Horizon Advisors Inc. | 2,113 | $158K | 0.0% | -19.5% | 0.007% | |
7/19/2024 | Raymond James & Associates | 64,100 | $4.80M | 0.0% | +5.5% | 0.222% | |
7/18/2024 | Triad Wealth Partners LLC | 501 | $37K | 0.0% | N/A | 0.002% | |
7/17/2024 | SOA Wealth Advisors LLC. | 44,834 | $3.36M | 0.7% | -20.2% | 0.155% | |
7/17/2024 | Country Club Bank | 21,653 | $1.62M | 0.1% | +43.5% | 0.075% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 7,090,687 | $530.53M | 1.9% | -0.1% | 24.578% | |
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7/16/2024 | Mason & Associates LLC | 3,662 | $274K | 0.1% | N/A | 0.013% | |
7/12/2024 | Compton Wealth Advisory Group LLC | 252,047 | $18.86M | 5.0% | +0.4% | 0.874% | |
7/11/2024 | Clarus Wealth Advisors | 6,710 | $507K | 0.3% | -8.8% | 0.023% | |
7/11/2024 | WBH Advisory Inc. | 4,604 | $344K | 0.0% | -6.1% | 0.016% | |
7/10/2024 | Simplicity Wealth LLC | 99,953 | $7.48M | 0.2% | -44.8% | 0.346% | |
5/24/2024 | Cetera Investment Advisers | 69,815 | $5.33M | 0.0% | N/A | 0.242% | |
5/21/2024 | Atria Investments Inc | 22,254 | $1.70M | 0.0% | -18.4% | 0.077% | |
5/17/2024 | First Citizens Asset Management Inc. | 714,841 | $54.56M | 15.8% | +3.2% | 2.478% | |
5/17/2024 | Pineridge Advisors LLC | 4,749 | $362K | 0.1% | -37.3% | 0.016% | |
5/17/2024 | Creekmur Asset Management LLC | 460 | $35K | 0.0% | -72.6% | 0.002% | |