11/15/2024 | M&T Bank Corp | 14,750 | $1.57M | 0.0% | -3.4% | 0.095% | |
11/15/2024 | MML Investors Services LLC | 70,000 | $7.47M | 0.0% | +2.4% | 0.452% | |
11/15/2024 | Stifel Financial Corp | 4,888 | $522K | 0.0% | -26.0% | 0.032% | |
11/15/2024 | HighTower Advisors LLC | 9,961 | $1.06M | 0.0% | +2.1% | 0.064% | |
11/13/2024 | BNP Paribas Financial Markets | 170,993 | $18.25M | 0.0% | +239.9% | 1.105% | |
11/13/2024 | FMR LLC | 1,910 | $204K | 0.0% | -27.2% | 0.012% | |
|
11/13/2024 | Dynamic Technology Lab Private Ltd | 2,110 | $225K | 0.0% | N/A | 0.014% | |
11/12/2024 | Cerity Partners LLC | 16,686 | $1.78M | 0.0% | +44.4% | 0.108% | |
11/12/2024 | Allen Capital Group LLC | 1,935 | $207K | 0.0% | N/A | 0.013% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,960,773 | $209.27M | 0.0% | -0.4% | 12.666% | |
11/8/2024 | Citizens Financial Group Inc. RI | 54,574 | $5.83M | 0.1% | -4.8% | 0.353% | |
11/8/2024 | Etfidea LLC | 4,527 | $483K | 0.2% | -2.4% | 0.029% | |
11/8/2024 | SouthState Corp | 2,598 | $277K | 0.0% | -12.7% | 0.017% | |
11/7/2024 | Pathstone Holdings LLC | 24,976 | $2.67M | 0.0% | -1.0% | 0.161% | |
11/7/2024 | Phillips Financial Management LLC | 24,017 | $2.56M | 0.2% | -2.4% | 0.155% | |
11/6/2024 | Destiny Capital Corp CO | 12,376 | $1.28M | 0.8% | -2.6% | 0.080% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,540 | $164K | 0.0% | +7.2% | 0.010% | |
11/1/2024 | Assetmark Inc. | 27,068 | $2.89M | 0.0% | -6.8% | 0.175% | |
11/1/2024 | Bray Capital Advisors | 10,576 | $1.13M | 0.3% | -5.4% | 0.068% | |
11/1/2024 | Bensler LLC | 2,705 | $289K | 0.0% | -42.1% | 0.017% | |
10/30/2024 | RTD Financial Advisors Inc. | 10,757 | $1.15M | 0.1% | -56.4% | 0.069% | |
10/30/2024 | Austin Private Wealth LLC | 2,453 | $262K | 0.0% | -21.4% | 0.016% | |
10/30/2024 | Falcon Wealth Planning | 40,750 | $4.35M | 0.5% | -1.1% | 0.263% | |
10/30/2024 | Klingenstein Fields & Co. LP | 2,015 | $215K | 0.0% | N/A | 0.013% | |
10/29/2024 | Clear Creek Financial Management LLC | 2,075 | $221K | 0.0% | N/A | 0.013% | |
10/29/2024 | Capital Advisors Inc. OK | 87,944 | $9.39M | 0.2% | -1.3% | 0.568% | |
10/28/2024 | CacheTech Inc. | 35,400 | $3.78M | 0.8% | N/A | 0.229% | |
10/25/2024 | JFS Wealth Advisors LLC | 3,337 | $356K | 0.0% | +18.8% | 0.022% | |
10/25/2024 | Eagle Strategies LLC | 2,716 | $290K | 0.1% | -30.3% | 0.018% | |
10/25/2024 | Valmark Advisers Inc. | 9,950 | $1.06M | 0.0% | -5.5% | 0.064% | |
10/25/2024 | American Financial Advisors LLC | 21,558 | $2.30M | 0.3% | -0.8% | 0.139% | |
10/25/2024 | Integrated Advisors Network LLC | 3,046 | $325K | 0.0% | -6.1% | 0.020% | |
10/24/2024 | Autumn Glory Partners LLC | 5,850 | $624K | 0.2% | +100.0% | 0.038% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 5,493 | $586K | 0.0% | -12.1% | 0.035% | |
10/23/2024 | Burke & Herbert Bank & Trust Co. | 5,571 | $595K | 0.1% | -2.7% | 0.036% | |
10/23/2024 | DT Investment Partners LLC | 57,973 | $6.19M | 0.5% | -10.1% | 0.375% | |
10/22/2024 | Rebalance LLC | 34,586 | $3.69M | 0.3% | -1.2% | 0.223% | |
10/22/2024 | Greenleaf Trust | 4,827 | $515K | 0.0% | +7.4% | 0.031% | |
10/22/2024 | Private Advisor Group LLC | 117,181 | $12.51M | 0.1% | +3.7% | 0.757% | |
10/22/2024 | BLB&B Advisors LLC | 2,072 | $221K | 0.0% | N/A | 0.013% | |
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad) Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
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10/22/2024 | Tempus Wealth Planning LLC | 3,341 | $357K | 0.1% | N/A | 0.022% | |
10/22/2024 | Waldron Private Wealth LLC | 836 | $89K | 0.0% | N/A | 0.005% | |
10/22/2024 | Eastern Bank | 2,225 | $237K | 0.0% | N/A | 0.014% | |
10/21/2024 | Trilogy Capital Inc. | 22,360 | $2.39M | 0.1% | +5.4% | 0.144% | |
10/19/2024 | Compass Ion Advisors LLC | 2,567 | $274K | 0.0% | -14.0% | 0.017% | |
10/18/2024 | KMG Fiduciary Partners LLC | 4,929 | $526K | 0.0% | -3.6% | 0.032% | |
10/17/2024 | Stratos Wealth Partners LTD. | 80,173 | $8.56M | 0.1% | +2.4% | 0.518% | |
10/16/2024 | Smallwood Wealth Investment Management LLC | 11,165 | $1.19M | 0.9% | +1.4% | 0.072% | |
10/16/2024 | Patton Fund Management Inc. | 133,767 | $14.28M | 2.9% | -5.6% | 0.864% | |
10/11/2024 | Creative Planning | 100,702 | $10.75M | 0.0% | -6.1% | 0.651% | |
10/11/2024 | Stablepoint Partners LLC | 2,000 | $213K | 0.0% | N/A | 0.013% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 59,758 | $6.38M | 0.9% | N/A | 0.386% | |
10/10/2024 | Lion Street Advisors LLC | 5,700 | $608K | 0.2% | N/A | 0.037% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 3,810 | $407K | 0.1% | -2.7% | 0.025% | |
10/8/2024 | First PREMIER Bank | 1,666 | $178K | 0.0% | N/A | 0.011% | |
10/8/2024 | Chesley Taft & Associates LLC | 1,900 | $203K | 0.0% | N/A | 0.012% | |
10/8/2024 | Omega Financial Group LLC | 16,731 | $1.79M | 0.7% | -3.5% | 0.108% | |
8/21/2024 | Truist Financial Corp | 238,724 | $22.23M | 0.0% | -8.5% | 1.542% | |
8/16/2024 | Newport Capital Group LLC | 2,689 | $250K | 0.2% | N/A | 0.017% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 449,098 | $41.81M | 0.0% | +1.5% | 2.901% | |
8/16/2024 | Creative Planning | 107,213 | $9.98M | 0.0% | -3.8% | 0.693% | |
8/15/2024 | Millennium Management LLC | 153,849 | $14.32M | 0.0% | -56.7% | 0.994% | |
8/14/2024 | Bank of Montreal Can | 15,132 | $1.41M | 0.0% | -2.2% | 0.098% | |
8/14/2024 | Evergreen Capital Management LLC | 40,344 | $3.76M | 0.1% | +5.9% | 0.261% | |
8/14/2024 | EverSource Wealth Advisors LLC | 398 | $39K | 0.0% | +261.8% | 0.003% | |
8/14/2024 | Destiny Capital Corp CO | 12,709 | $1.18M | 0.8% | -12.9% | 0.082% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 28,976 | $2.70M | 0.0% | +723.9% | 0.187% | |
8/9/2024 | Citizens Financial Group Inc. RI | 57,328 | $5.34M | 0.1% | +0.5% | 0.370% | |
8/8/2024 | Envestnet Asset Management Inc. | 319,995 | $29.79M | 0.0% | -3.9% | 2.067% | |
8/8/2024 | Abbrea Capital LLC | 5,070 | $472K | 0.1% | -5.1% | 0.033% | |
8/8/2024 | Eagle Strategies LLC | 3,896 | $363K | 0.1% | N/A | 0.025% | |
8/8/2024 | VitalStone Financial LLC | 409 | $38K | 0.0% | +114.1% | 0.003% | |
8/7/2024 | Sachetta LLC | 1,916 | $190K | 0.1% | -5.6% | 0.012% | |
8/7/2024 | Bright Futures Wealth Management LLC. | 6,278 | $624K | 0.3% | N/A | 0.041% | |
8/6/2024 | Cullen Frost Bankers Inc. | 2,207 | $205K | 0.0% | -31.1% | 0.014% | |
8/5/2024 | Private Advisor Group LLC | 112,954 | $10.52M | 0.1% | +6.2% | 0.730% | |
8/2/2024 | Autumn Glory Partners LLC | 2,925 | $272K | 0.1% | +10.8% | 0.019% | |
8/1/2024 | Financial Counselors Inc. | 3,088 | $287K | 0.0% | N/A | 0.020% | |
8/1/2024 | Valmark Advisers Inc. | 10,524 | $980K | 0.0% | -2.7% | 0.068% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,436 | $134K | 0.0% | -49.1% | 0.009% | |
7/31/2024 | IFG Advisory LLC | 2,468 | $230K | 0.0% | N/A | 0.016% | |
7/31/2024 | Private Ocean LLC | 2,892 | $269K | 0.0% | -4.5% | 0.019% | |
7/30/2024 | Forum Financial Management LP | 4,104 | $382K | 0.0% | -31.4% | 0.027% | |
7/29/2024 | Ameritas Advisory Services LLC | 3,960 | $369K | 0.0% | +7.2% | 0.026% | |
7/29/2024 | Financial Advocates Investment Management | 5,997 | $558K | 0.0% | N/A | 0.039% | |
7/26/2024 | Avion Wealth | 17,813 | $1.66M | 0.5% | -8.8% | 0.115% | |
7/26/2024 | Bensler LLC | 4,668 | $435K | 0.1% | -31.3% | 0.030% | |
7/26/2024 | Smallwood Wealth Investment Management LLC | 11,009 | $1.03M | 0.8% | +4.5% | 0.071% | |
7/26/2024 | Bank of New York Mellon Corp | 46,330 | $4.31M | 0.0% | -13.1% | 0.299% | |
7/26/2024 | Bristlecone Advisors LLC | 1,762 | $164K | 0.0% | N/A | 0.011% | |
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad) Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide.
It will give them unprecedented powers to control your bank account. Learn these 4 simple steps and protect your savings before it’s too late. |
7/24/2024 | Strategic Financial Partners Ltd. | 5,430 | $506K | 0.3% | -18.0% | 0.035% | |
7/24/2024 | American Financial Advisors LLC | 21,729 | $2.02M | 0.3% | -0.8% | 0.140% | |
7/24/2024 | DT Investment Partners LLC | 64,474 | $6.00M | 0.5% | N/A | 0.416% | |
7/23/2024 | Atlas Brown Inc. | 12,449 | $1.16M | 0.4% | -7.1% | 0.080% | |
7/22/2024 | RTD Financial Advisors Inc. | 24,646 | $2.30M | 0.3% | -2.0% | 0.159% | |
7/20/2024 | First Horizon Advisors Inc. | 392 | $36K | 0.0% | N/A | 0.003% | |
7/19/2024 | Raymond James & Associates | 19,209 | $1.79M | 0.0% | +16.2% | 0.124% | |
7/16/2024 | Patton Fund Management Inc. | 141,776 | $13.20M | 2.8% | -3.3% | 0.916% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 6,252 | $582K | 0.0% | +20.3% | 0.040% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 5,727 | $533K | 0.1% | N/A | 0.037% | |