12/10/2024 | DGS Capital Management LLC | 17,530 | $468K | 0.1% | -3.5% | 0.012% | |
12/2/2024 | Capasso Planning Partners LLC | 121,517 | $3.24M | 1.0% | -1.9% | 0.080% | |
11/26/2024 | Peapack Gladstone Financial Corp | 14,530 | $388K | 0.0% | -20.6% | 0.010% | |
11/25/2024 | Sanctuary Advisors LLC | 19,604 | $507K | 0.0% | +9.2% | 0.013% | |
11/19/2024 | M&T Bank Corp | 3,961,328 | $105.73M | 0.3% | -5.6% | 2.600% | |
11/18/2024 | Sunbelt Securities Inc. | 21,910 | $585K | 0.1% | N/A | 0.014% | |
|
11/15/2024 | MidWestOne Financial Group Inc. | 44,878 | $1.20M | 0.2% | +3.2% | 0.029% | |
11/15/2024 | M&T Bank Corp | 3,961,328 | $105.73M | 0.3% | -5.6% | 2.600% | |
11/15/2024 | MML Investors Services LLC | 29,763 | $794K | 0.0% | -13.0% | 0.020% | |
11/15/2024 | Orion Portfolio Solutions LLC | 29,686 | $792K | 0.0% | -1.6% | 0.019% | |
11/15/2024 | National Bank of Canada FI | 64,494 | $1.72M | 0.0% | -65.8% | 0.042% | |
11/15/2024 | Insigneo Advisory Services LLC | 33,752 | $901K | 0.1% | +14.8% | 0.022% | |
11/15/2024 | Jane Street Group LLC | 128,191 | $3.42M | 0.0% | -23.1% | 0.084% | |
11/15/2024 | Stifel Financial Corp | 10,349 | $276K | 0.0% | +8.5% | 0.007% | |
11/15/2024 | SageView Advisory Group LLC | 1,916,714 | $51.16M | 2.6% | -16.3% | 1.258% | |
11/15/2024 | HighTower Advisors LLC | 1,524,479 | $40.67M | 0.1% | -0.6% | 1.001% | |
11/14/2024 | Arete Wealth Advisors LLC | 82,757 | $2.21M | 0.2% | -27.5% | 0.054% | |
11/14/2024 | Captrust Financial Advisors | 20,317 | $542K | 0.0% | +3.5% | 0.013% | |
11/14/2024 | Fiduciary Trust Co | 68,816 | $1.84M | 0.0% | N/A | 0.045% | |
11/13/2024 | RS Crum Inc. | 133,355 | $3.56M | 0.8% | -2.2% | 0.088% | |
11/13/2024 | BNP Paribas Financial Markets | 516,940 | $13.80M | 0.0% | +157.4% | 0.339% | |
11/13/2024 | FMR LLC | 1,366 | $36K | 0.0% | +391.4% | 0.001% | |
11/13/2024 | The Manufacturers Life Insurance Company | 585,647 | $15.63M | 0.0% | -9.9% | 0.384% | |
11/13/2024 | Bank of Montreal Can | 2,846,622 | $75.83M | 0.0% | +4.0% | 1.868% | |
11/13/2024 | Diversified LLC | 76,619 | $2.05M | 0.2% | +10.8% | 0.050% | |
11/13/2024 | Harvest Fund Management Co. Ltd | 13,808 | $369K | 0.0% | N/A | 0.009% | |
11/12/2024 | Larson Financial Group LLC | 47,819 | $1.28M | 0.1% | -7.6% | 0.031% | |
11/8/2024 | BIP Wealth LLC | 372,152 | $9.93M | 0.7% | +8.9% | 0.244% | |
11/7/2024 | Phillips Financial Management LLC | 4,500 | $120K | 0.0% | -9.5% | 0.003% | |
11/7/2024 | Claro Advisors LLC | 11,673 | $312K | 0.0% | +13.0% | 0.008% | |
11/6/2024 | Cutler Investment Counsel LLC | 116,483 | $3.11M | 0.4% | +938.2% | 0.076% | |
11/6/2024 | Heritage Investment Group Inc. | 1,510,328 | $40.31M | 7.7% | +1.1% | 0.991% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 8,513 | $227K | 0.0% | N/A | 0.006% | |
11/6/2024 | Diversified Portfolios Inc. | 716,691 | $19.13M | 2.1% | +6.7% | 0.470% | |
11/6/2024 | Nicola Wealth Management LTD. | 623,300 | $16.64M | 1.5% | +102.8% | 0.409% | |
11/5/2024 | Empower Advisory Group LLC | 7,699 | $205K | 0.0% | N/A | 0.005% | |
11/5/2024 | Aptus Capital Advisors LLC | 16,422 | $438K | 0.0% | +18.1% | 0.011% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 13,058 | $349K | 0.0% | +6.2% | 0.009% | |
11/5/2024 | WealthPlan Investment Management LLC | 26,051 | $695K | 0.1% | N/A | 0.017% | |
11/1/2024 | Capital Performance Advisors LLP | 39,276 | $1.05M | 0.3% | -9.3% | 0.026% | |
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10/30/2024 | FSM Wealth Advisors LLC | 245,368 | $6.55M | 1.7% | N/A | 0.161% | |
10/30/2024 | PDS Planning Inc | 1,283,394 | $34.25M | 3.1% | +8.9% | 0.842% | |
10/30/2024 | Asset Management One Co. Ltd. | 375,000 | $10.01M | 0.0% | -7.6% | 0.246% | |
10/29/2024 | Private Wealth Management Group LLC | 27,116 | $724K | 0.3% | -14.8% | 0.018% | |
10/29/2024 | Foundation Wealth Management LLC | 52,539 | $1.40M | 1.1% | -6.2% | 0.034% | |
10/29/2024 | Brooklyn FI LLC | 225,702 | $6.02M | 2.1% | +6.3% | 0.148% | |
10/29/2024 | Farther Finance Advisors LLC | 1,455 | $39K | 0.0% | N/A | 0.001% | |
10/28/2024 | US Bancorp DE | 22,652 | $605K | 0.0% | -22.3% | 0.015% | |
10/25/2024 | JFS Wealth Advisors LLC | 95,679 | $2.55M | 0.2% | +18.0% | 0.063% | |
10/25/2024 | Valmark Advisers Inc. | 5,351,446 | $142.83M | 2.2% | -2.6% | 3.513% | |
10/25/2024 | Diversify Advisory Services LLC | 8,674 | $226K | 0.0% | N/A | 0.006% | |
10/25/2024 | SC&H Financial Advisors Inc. | 127,316 | $3.40M | 0.7% | +3.9% | 0.084% | |
10/24/2024 | Morton Brown Family Wealth LLC | 371,914 | $9.93M | 3.5% | +5.3% | 0.244% | |
10/24/2024 | Greenspring Advisors LLC | 46,134 | $1.23M | 0.3% | +22.0% | 0.030% | |
10/24/2024 | Kooman & Associates | 225,007 | $6.01M | 2.2% | +3.8% | 0.148% | |
10/24/2024 | Modera Wealth Management LLC | 946,460 | $25.26M | 0.3% | -2.7% | 0.621% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 749,674 | $20.01M | 0.0% | -1.1% | 0.492% | |
10/23/2024 | North Ridge Wealth Advisors Inc. | 72,086 | $1.92M | 1.3% | -17.9% | 0.047% | |
10/23/2024 | Ballentine Partners LLC | 8,678 | $232K | 0.0% | N/A | 0.006% | |
10/23/2024 | Leading Edge Financial Planning LLC | 329,700 | $8.80M | 2.9% | -4.1% | 0.216% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 29,535 | $788K | 0.1% | -19.3% | 0.019% | |
10/22/2024 | International Assets Investment Management LLC | 77,630 | $2.07M | 0.0% | +2,592.7% | 0.051% | |
10/22/2024 | Courier Capital LLC | 19,462 | $519K | 0.0% | -11.8% | 0.013% | |
10/22/2024 | Waldron Private Wealth LLC | 503,751 | $13.45M | 0.6% | -2.8% | 0.331% | |
10/21/2024 | RFP Financial Group LLC | 159,726 | $4.26M | 1.4% | +0.6% | 0.105% | |
10/18/2024 | ST Germain D J Co. Inc. | 4,250 | $113K | 0.0% | -8.8% | 0.003% | |
10/18/2024 | First Citizens Bank & Trust Co. | 27,142 | $724K | 0.0% | -49.8% | 0.018% | |
10/17/2024 | Aspiriant LLC | 51,393 | $1.37M | 0.1% | -9.8% | 0.034% | |
10/17/2024 | Claro Advisors LLC | 53,836 | $1.44M | 0.1% | +421.0% | 0.035% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 968,082 | $25.84M | 0.3% | +71.5% | 0.635% | |
10/16/2024 | Twelve Points Wealth Management LLC | 22,680 | $605K | 0.2% | -3.7% | 0.015% | |
10/16/2024 | ERn Financial LLC | 427,448 | $11.41M | 1.7% | -1.4% | 0.281% | |
10/11/2024 | Creative Planning | 267,782 | $7.15M | 0.0% | -6.3% | 0.176% | |
10/11/2024 | ORG Wealth Partners LLC | 5,050 | $135K | 0.1% | N/A | 0.003% | |
10/11/2024 | Accelerate Investment Advisors LLC | 34,332 | $916K | 0.9% | N/A | 0.023% | |
10/10/2024 | Simplicity Wealth LLC | 15,976 | $426K | 0.0% | N/A | 0.010% | |
10/10/2024 | Fiduciary Financial Group LLC | 120,426 | $3.11M | 0.7% | +1.5% | 0.079% | |
10/9/2024 | Red Mountain Financial LLC | 9,046 | $241K | 0.3% | -35.1% | 0.006% | |
10/9/2024 | Matrix Trust Co | 4,920 | $131K | 0.0% | N/A | 0.003% | |
10/9/2024 | Harbor Group Inc. | 47,071 | $1.26M | 0.3% | +71.4% | 0.031% | |
10/9/2024 | Money Design Co. Ltd. | 311,404 | $8.31M | 0.4% | +35.3% | 0.204% | |
10/8/2024 | CWM LLC | 15,433 | $412K | 0.0% | -7.4% | 0.010% | |
10/8/2024 | Traveka Wealth LLC | 40,906 | $1.09M | 0.6% | -15.8% | 0.027% | |
10/8/2024 | Callan Family Office LLC | 105,428 | $2.81M | 0.5% | +4.6% | 0.069% | |
10/7/2024 | Foster Group Inc. | 93,703 | $2.50M | 0.1% | -0.9% | 0.062% | |
10/7/2024 | Boston Standard Wealth Management LLC | 578,252 | $15.43M | 3.0% | +4.9% | 0.380% | |
10/5/2024 | Corrigan Financial Inc. | 191,363 | $5.11M | 1.2% | +0.3% | 0.126% | |
10/5/2024 | Quent Capital LLC | 487,796 | $13.02M | 1.3% | -2.3% | 0.320% | |
10/5/2024 | Collective Family Office LLC | 83,195 | $2.22M | 0.6% | +1.9% | 0.055% | |
9/5/2024 | Sanctuary Advisors LLC | 17,949 | $400K | 0.0% | N/A | 0.012% | |
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8/22/2024 | Cetera Investment Advisers | 598,823 | $13.92M | 0.0% | +78.5% | 0.393% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 4,613,951 | $107.27M | 0.1% | +10.4% | 3.029% | |
8/16/2024 | Silver Lake Advisory LLC | 11,560 | $269K | 0.0% | N/A | 0.008% | |
8/16/2024 | Creative Planning | 285,910 | $6.65M | 0.0% | -3.4% | 0.188% | |
8/16/2024 | Forefront Analytics LLC | 13,137 | $305K | 0.1% | -13.9% | 0.009% | |
8/15/2024 | Arkos Global Advisors | 124,945 | $2.91M | 0.5% | +2.6% | 0.082% | |
8/15/2024 | The Manufacturers Life Insurance Company | 649,959 | $15.11M | 0.0% | -1.6% | 0.427% | |
8/14/2024 | Squarepoint Ops LLC | 11,607 | $270K | 0.0% | N/A | 0.008% | |
8/14/2024 | Insigneo Advisory Services LLC | 29,404 | $709K | 0.1% | N/A | 0.019% | |
8/14/2024 | Treynor Bancshares Inc. | 11,781 | $274K | 0.3% | -74.9% | 0.008% | |