1/17/2025 | Cedar Point Capital Partners LLC | 7,781 | $314K | 0.2% | +51.0% | 0.004% | |
1/17/2025 | Market Street Wealth Management Advisors LLC | 115,730 | $4.67M | 0.8% | -4.0% | 0.063% | |
1/17/2025 | Janney Montgomery Scott LLC | 119,957 | $4.84M | 0.0% | +21.3% | 0.065% | |
1/17/2025 | Baker Ellis Asset Management LLC | 329,038 | $13.27M | 2.0% | +1.5% | 0.178% | |
1/17/2025 | Sheets Smith Wealth Management | 47,708 | $1.93M | 0.2% | -24.5% | 0.026% | |
1/17/2025 | Verum Partners LLC | 39,492 | $1.59M | 0.5% | -0.7% | 0.021% | |
1/17/2025 | Clear Harbor Asset Management LLC | 296,023 | $11.94M | 1.0% | -0.2% | 0.161% | |
1/16/2025 | Charles Schwab Trust Co | 514,574 | $20.76M | 1.8% | +2.4% | 0.279% | |
1/16/2025 | Abacus Wealth Partners LLC | 8,230 | $332K | 0.0% | -8.6% | 0.004% | |
1/16/2025 | Colorado Capital Management Inc. | 27,077 | $1.09M | 0.5% | -3.7% | 0.015% | |
|
1/15/2025 | Arkadios Wealth Advisors | 41,205 | $1.66M | 0.1% | -6.4% | 0.022% | |
1/15/2025 | Merit Financial Group LLC | 17,990 | $726K | 0.0% | -7.4% | 0.010% | |
1/15/2025 | Saxon Interests Inc. | 517,847 | $20.89M | 9.2% | +1.1% | 0.281% | |
1/15/2025 | Decker Retirement Planning Inc. | 2,240 | $90K | 0.1% | N/A | 0.001% | |
1/15/2025 | Bouvel Investment Partners LLC | 137,124 | $5.53M | 2.0% | -2.8% | 0.074% | |
1/15/2025 | Fermata Advisors LLC | 5,194 | $210K | 0.0% | -15.0% | 0.003% | |
1/15/2025 | West Coast Financial LLC | 14,597 | $589K | 0.1% | -13.1% | 0.008% | |
1/14/2025 | Laurel Wealth Advisors LLC | 83,087 | $3.35M | 0.5% | +5.0% | 0.045% | |
1/14/2025 | Sovereign Financial Group Inc. | 20,997 | $847K | 0.2% | +2.3% | 0.011% | |
1/14/2025 | KWB Wealth | 81,414 | $3.31M | 0.4% | -13.0% | 0.044% | |
1/14/2025 | Breakwater Capital Group | 458,038 | $18.48M | 3.7% | +1.4% | 0.248% | |
1/13/2025 | Johnson & White Wealth Management LLC | 114,094 | $4.59M | 2.8% | +7.0% | 0.062% | |
1/13/2025 | Marion Wealth Management | 159,366 | $6.43M | 1.7% | +0.8% | 0.086% | |
1/13/2025 | Kieckhefer Group LLC | 2,750 | $111K | 0.1% | N/A | 0.001% | |
1/13/2025 | Capital Investment Advisors LLC | 8,063 | $325K | 0.0% | +5.6% | 0.004% | |
1/13/2025 | Brookstone Capital Management | 6,250 | $252K | 0.0% | +14.5% | 0.003% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 2,584,913 | $105.03M | 0.2% | -0.1% | 1.402% | |
1/8/2025 | Legacy Private Trust Co. | 91,954 | $3.71M | 0.2% | -3.4% | 0.050% | |
1/6/2025 | Capital Market Strategies LLC | 92,650 | $3.74M | 2.2% | -0.8% | 0.050% | |
12/3/2024 | Boulder Wealth Advisors LLC | 365,805 | $14.86M | 8.1% | +3.7% | 0.198% | |
11/25/2024 | Synovus Financial Corp | 1,197,923 | $48.67M | 0.6% | -1.4% | 0.650% | |
11/25/2024 | World Investment Advisors LLC | 269,843 | $10.96M | 0.3% | +2.1% | 0.146% | |
11/19/2024 | McIlrath & Eck LLC | 601,320 | $24.43M | 3.1% | -8.6% | 0.326% | |
11/18/2024 | Arete Wealth Advisors LLC | 5,647 | $229K | 0.0% | -9.5% | 0.003% | |
11/15/2024 | Goodman Advisory Group LLC | 396,455 | $16.11M | 4.6% | N/A | 0.215% | |
11/15/2024 | M&T Bank Corp | 5,245 | $213K | 0.0% | N/A | 0.003% | |
11/15/2024 | Geller Advisors LLC | 509,479 | $20.70M | 1.4% | +0.4% | 0.276% | |
11/15/2024 | MML Investors Services LLC | 209,035 | $8.49M | 0.0% | +0.7% | 0.113% | |
11/15/2024 | Dunhill Financial LLC | 3,222 | $131K | 0.1% | N/A | 0.002% | |
11/15/2024 | Glen Eagle Advisors LLC | 60,903 | $2.48M | 0.4% | -8.4% | 0.033% | |
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11/15/2024 | EP Wealth Advisors LLC | 28,695 | $1.17M | 0.0% | +21.2% | 0.016% | |
11/15/2024 | Jane Street Group LLC | 18,222 | $740K | 0.0% | -24.3% | 0.010% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,381,704 | $54.34M | 0.3% | +3,587.0% | 0.749% | |
11/15/2024 | Stifel Financial Corp | 38,823 | $1.58M | 0.0% | +11.1% | 0.021% | |
11/15/2024 | SageView Advisory Group LLC | 16,955 | $689K | 0.0% | -27.1% | 0.009% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,074 | $816K | 0.0% | +13.7% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 496,699 | $20.18M | 0.0% | +4.9% | 0.269% | |
11/14/2024 | Captrust Financial Advisors | 328,783 | $13.36M | 0.0% | -0.1% | 0.178% | |
11/14/2024 | Rockefeller Capital Management L.P. | 112,967 | $4.57M | 0.0% | -0.8% | 0.061% | |
11/14/2024 | WFA of San Diego LLC | 79,262 | $3.22M | 2.7% | -1.4% | 0.043% | |
11/13/2024 | Glenmede Trust Co. NA | 333,709 | $13.56M | 0.1% | -0.6% | 0.181% | |
11/13/2024 | Cadence Bank | 18,584 | $755K | 0.1% | N/A | 0.010% | |
11/13/2024 | BNP Paribas Financial Markets | 657 | $27K | 0.0% | N/A | 0.000% | |
11/13/2024 | FMR LLC | 128,370 | $5.22M | 0.0% | +6.1% | 0.070% | |
11/13/2024 | D.A. Davidson & CO. | 1,669,374 | $67.83M | 0.6% | +1.3% | 0.905% | |
11/13/2024 | Diversified LLC | 15,387 | $625K | 0.1% | -8.8% | 0.008% | |
11/12/2024 | Larson Financial Group LLC | 112,897 | $4.59M | 0.3% | +465.2% | 0.061% | |
11/12/2024 | Cerity Partners LLC | 171,090 | $6.95M | 0.0% | +5.5% | 0.093% | |
11/12/2024 | M Holdings Securities Inc. | 38,570 | $1.57M | 0.4% | -7.0% | 0.021% | |
11/12/2024 | Great Valley Advisor Group Inc. | 38,726 | $1.57M | 0.0% | +73.0% | 0.021% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 23,644,689 | $960.68M | 0.2% | -0.5% | 12.823% | |
11/9/2024 | LPL Financial LLC | 2,474,028 | $100.52M | 0.0% | +2.0% | 1.342% | |
11/9/2024 | Cypress Capital Group | 11,000 | $447K | 0.1% | N/A | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 5,277,988 | $214.45M | 0.1% | -0.5% | 2.862% | |
11/7/2024 | Pathstone Holdings LLC | 596,538 | $24.24M | 0.1% | -0.2% | 0.324% | |
11/7/2024 | MAI Capital Management | 37,944 | $1.54M | 0.0% | +3.9% | 0.021% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 124,247 | $5.00M | 2.4% | +7.2% | 0.067% | |
11/6/2024 | RIA Advisory Group LLC | 12,568 | $511K | 0.2% | N/A | 0.007% | |
11/6/2024 | Natixis Advisors LLC | 15,363 | $624K | 0.0% | -3.0% | 0.008% | |
11/6/2024 | Vishria Bird Financial Group LLC | 6,934 | $282K | 0.1% | N/A | 0.004% | |
11/6/2024 | Linscomb Wealth Inc. | 2,059,856 | $83.69M | 4.1% | -1.6% | 1.117% | |
11/6/2024 | OneDigital Investment Advisors LLC | 34,447 | $1.40M | 0.0% | +4.4% | 0.019% | |
11/6/2024 | Bouvel Investment Partners LLC | 141,048 | $5.73M | 2.1% | -2.0% | 0.076% | |
11/6/2024 | Main Street Financial Solutions LLC | 18,459 | $750K | 0.1% | -3.7% | 0.010% | |
11/5/2024 | Haverford Trust Co | 49,162 | $2.00M | 0.0% | -16.4% | 0.027% | |
11/5/2024 | Empower Advisory Group LLC | 15,121 | $614K | 0.0% | -2.6% | 0.008% | |
11/5/2024 | Paulson Wealth Management Inc. | 16,185 | $658K | 0.2% | -14.1% | 0.009% | |
11/5/2024 | Aptus Capital Advisors LLC | 9,275 | $377K | 0.0% | +49.5% | 0.005% | |
11/5/2024 | Compass Financial Group Inc. | 302,089 | $12.27M | 5.7% | -0.3% | 0.164% | |
11/5/2024 | WealthPlan Investment Management LLC | 18,815 | $764K | 0.1% | N/A | 0.010% | |
11/5/2024 | Harbour Investments Inc. | 6,335 | $257K | 0.0% | +21.1% | 0.003% | |
11/5/2024 | FDx Advisors Inc. | 75,237 | $3.06M | 0.8% | -4.6% | 0.041% | |
11/2/2024 | Ted Buchan & Co | 348,137 | $14.15M | 6.7% | +0.8% | 0.189% | |
11/1/2024 | Sheets Smith Wealth Management | 63,180 | $2.57M | 0.3% | -1.7% | 0.034% | |
11/1/2024 | Rather & Kittrell Inc. | 37,395 | $1.52M | 0.4% | -0.7% | 0.020% | |
11/1/2024 | Klingman & Associates LLC | 706,293 | $28.70M | 1.8% | -1.6% | 0.383% | |
11/1/2024 | Beckerman Institutional LLC | 10,036 | $408K | 0.3% | N/A | 0.005% | |
11/1/2024 | Burt Wealth Advisors | 31,805 | $1.29M | 0.3% | -2.7% | 0.017% | |
10/31/2024 | Trinity Legacy Partners LLC | 193,473 | $7.97M | 1.8% | +4.3% | 0.105% | |
10/31/2024 | Hara Capital LLC | 6,310 | $256K | 0.2% | -4.5% | 0.003% | |
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10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 23,715 | $964K | 0.7% | N/A | 0.013% | |
10/31/2024 | JNBA Financial Advisors | 286,120 | $11.63M | 1.2% | +0.4% | 0.155% | |
10/30/2024 | Foster & Motley Inc. | 13,320 | $541K | 0.0% | -2.5% | 0.007% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 5,177 | $210K | 0.0% | N/A | 0.003% | |
10/30/2024 | Moloney Securities Asset Management LLC | 5,930 | $241K | 0.0% | -11.6% | 0.003% | |
10/30/2024 | Solitude Financial Services | 16,805 | $683K | 0.3% | -23.0% | 0.009% | |
10/29/2024 | Cedar Point Capital Partners LLC | 5,152 | $209K | 0.1% | N/A | 0.003% | |
10/29/2024 | Janney Montgomery Scott LLC | 98,864 | $4.02M | 0.0% | +9.8% | 0.054% | |
10/29/2024 | Creative Capital Management Investments LLC | 140,348 | $5.70M | 2.4% | -22.3% | 0.076% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 36,538 | $1.49M | 0.1% | -3.1% | 0.020% | |