11/19/2024 | Invst LLC | 464,527 | $13.56M | 1.6% | -13.0% | 0.138% | |
11/18/2024 | Soltis Investment Advisors LLC | 59,049 | $1.72M | 0.2% | -38.6% | 0.018% | |
11/18/2024 | Arete Wealth Advisors LLC | 18,985 | $554K | 0.0% | -64.5% | 0.006% | |
11/18/2024 | Asset Allocation Strategies LLC | 43,342 | $1.27M | 0.4% | N/A | 0.013% | |
11/18/2024 | Sunbelt Securities Inc. | 111,266 | $3.25M | 0.3% | +0.7% | 0.033% | |
11/18/2024 | Continental Investors Services Inc. | 9,753 | $287K | 0.6% | +9.4% | 0.003% | |
|
11/18/2024 | Coldstream Capital Management Inc. | 17,335 | $506K | 0.0% | N/A | 0.005% | |
11/18/2024 | JDM Financial Group LLC | 2,258 | $66K | 0.0% | -20.3% | 0.001% | |
11/15/2024 | Hamilton Capital LLC | 55,023 | $1.56M | 0.1% | +19.6% | 0.016% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 100,708 | $2.94M | 0.2% | N/A | 0.030% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 5,605 | $164K | 0.1% | +51.1% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 138,430 | $4.04M | 0.0% | -24.6% | 0.041% | |
11/15/2024 | Laraway Financial Advisors Inc | 17,695 | $516K | 0.4% | -4.1% | 0.005% | |
11/15/2024 | Orion Portfolio Solutions LLC | 18,163 | $530K | 0.0% | +20.7% | 0.005% | |
11/15/2024 | Zacks Investment Management | 269,500 | $7.86M | 0.1% | +16.5% | 0.080% | |
11/15/2024 | EP Wealth Advisors LLC | 97,589 | $2.85M | 0.0% | +10.2% | 0.029% | |
11/15/2024 | Jane Street Group LLC | 6,990 | $204K | 0.0% | -97.8% | 0.002% | |
11/15/2024 | Stifel Financial Corp | 222,551 | $6.49M | 0.0% | -10.1% | 0.066% | |
11/15/2024 | SageView Advisory Group LLC | 2,843,492 | $82.97M | 4.2% | -11.4% | 0.845% | |
11/15/2024 | IHT Wealth Management LLC | 19,016 | $556K | 0.0% | +15.3% | 0.006% | |
11/15/2024 | Integrated Wealth Concepts LLC | 35,548 | $1.04M | 0.0% | -14.9% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 7,807,789 | $227.79M | 0.3% | +7.5% | 2.320% | |
11/15/2024 | Benjamin Edwards Inc. | 762,735 | $22.26M | 0.3% | +7,554.9% | 0.227% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 99,157 | $2.89M | 0.2% | -1.4% | 0.029% | |
11/14/2024 | Acropolis Investment Management LLC | 16,766 | $489K | 0.0% | +13.9% | 0.005% | |
11/14/2024 | Captrust Financial Advisors | 355,797 | $10.38M | 0.0% | +31.3% | 0.106% | |
11/14/2024 | Hantz Financial Services Inc. | 348,003 | $10.16M | 0.2% | -6.2% | 0.103% | |
11/13/2024 | Freedom Investment Management Inc. | 229,842 | $6.71M | 0.5% | -1.3% | 0.068% | |
11/13/2024 | Townsquare Capital LLC | 27,320 | $797K | 0.0% | +11.9% | 0.008% | |
11/13/2024 | FMR LLC | 1,552,161 | $45.29M | 0.0% | +6.7% | 0.461% | |
11/13/2024 | Private Trust Co. NA | 20,680 | $603K | 0.1% | -9.7% | 0.006% | |
11/13/2024 | Diversified LLC | 64,996 | $1.90M | 0.2% | +11.1% | 0.019% | |
11/13/2024 | Hancock Whitney Corp | 80,447 | $2.35M | 0.1% | -54.6% | 0.024% | |
11/13/2024 | Alliance Wealth Management Group | 494,504 | $14.43M | 3.7% | -4.0% | 0.147% | |
11/12/2024 | Von Berge Wealth Management Group LLC | 52,899 | $1.51M | 0.8% | -31.7% | 0.016% | |
11/12/2024 | Larson Financial Group LLC | 4,981 | $145K | 0.0% | -35.4% | 0.001% | |
11/12/2024 | Towercrest Capital Management | 494,504 | $14.43M | 2.3% | -4.0% | 0.147% | |
11/12/2024 | Cerity Partners LLC | 841,663 | $24.56M | 0.1% | +72.7% | 0.250% | |
11/12/2024 | Meridian Wealth Management LLC | 16,418 | $479K | 0.0% | N/A | 0.005% | |
11/12/2024 | Allen Capital Group LLC | 49,989 | $1.46M | 0.2% | +3.2% | 0.015% | |
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11/12/2024 | Asset Management Group Inc. | 80,627 | $2.35M | 0.4% | -2.2% | 0.024% | |
11/9/2024 | Creekside Partners | 99,076 | $2.89M | 1.5% | -4.0% | 0.029% | |
11/8/2024 | Steele Capital Management Inc. | 341,049 | $9.95M | 0.5% | -1.6% | 0.101% | |
11/8/2024 | Howe & Rusling Inc. | 3,039 | $89K | 0.0% | +18.5% | 0.001% | |
11/8/2024 | Commerce Bank | 20,446 | $597K | 0.0% | -35.1% | 0.006% | |
11/8/2024 | Avior Wealth Management LLC | 78,167 | $2.28M | 0.1% | -34.6% | 0.023% | |
11/8/2024 | Horan Capital Advisors LLC. | 15,973 | $466K | 0.2% | +2.4% | 0.005% | |
11/7/2024 | Chesapeake Wealth Management | 70,459 | $2.06M | 0.7% | +3.0% | 0.021% | |
11/7/2024 | Schwallier Wealth Management LLC | 32,034 | $935K | 0.7% | +7.6% | 0.010% | |
11/7/2024 | Pathstone Holdings LLC | 453,228 | $13.23M | 0.1% | +0.2% | 0.135% | |
11/7/2024 | Joseph Group Capital Management | 1,249 | $36K | 0.0% | N/A | 0.000% | |
11/7/2024 | CAP Partners LLC | 25,023 | $730K | 0.5% | -32.5% | 0.007% | |
11/7/2024 | Holistic Financial Partners | 245,216 | $7.16M | 3.4% | +1.1% | 0.073% | |
11/7/2024 | MAI Capital Management | 56,236 | $1.64M | 0.0% | +1.4% | 0.017% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 97,391 | $2.84M | 0.6% | -2.8% | 0.029% | |
11/6/2024 | Natixis Advisors LLC | 23,285 | $679K | 0.0% | -2.5% | 0.007% | |
11/6/2024 | Vishria Bird Financial Group LLC | 12,377 | $361K | 0.1% | N/A | 0.004% | |
11/6/2024 | Vawter Financial Ltd. | 33,875 | $988K | 0.6% | +3.2% | 0.010% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 32,729 | $955K | 0.0% | +1.7% | 0.010% | |
11/6/2024 | Balboa Wealth Partners | 17,403 | $508K | 0.1% | +19.8% | 0.005% | |
11/6/2024 | OneDigital Investment Advisors LLC | 76,457 | $2.23M | 0.0% | -14.5% | 0.023% | |
11/6/2024 | Diversified Portfolios Inc. | 16,316 | $476K | 0.1% | +5.7% | 0.005% | |
11/6/2024 | Fortis Capital Management LLC | 117,340 | $3.42M | 0.7% | +2.9% | 0.035% | |
11/6/2024 | Main Street Financial Solutions LLC | 239,746 | $7.00M | 0.6% | +2.5% | 0.071% | |
11/5/2024 | Empower Advisory Group LLC | 46,120 | $1.35M | 0.0% | +102.1% | 0.014% | |
11/5/2024 | Aptus Capital Advisors LLC | 54,462 | $1.59M | 0.0% | +100.2% | 0.016% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 380,180 | $11.09M | 0.2% | -5.8% | 0.113% | |
11/5/2024 | Savvy Advisors Inc. | 16,517 | $482K | 0.1% | -3.5% | 0.005% | |
11/5/2024 | WealthPLAN Partners LLC | 22,508 | $657K | 0.1% | -1.7% | 0.007% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 211,280 | $6.17M | 0.4% | +0.8% | 0.063% | |
11/4/2024 | Buckingham Capital Management Inc. | 258,826 | $7.55M | 0.9% | -0.4% | 0.077% | |
11/4/2024 | Marshall Financial Group Inc. ADV | 81,452 | $2.38M | 0.7% | -1.2% | 0.024% | |
11/4/2024 | Axxcess Wealth Management LLC | 60,165 | $1.76M | 0.0% | +26.0% | 0.018% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 525,175 | $15.33M | 4.9% | +2.7% | 0.156% | |
11/2/2024 | RKL Wealth Management LLC | 321,785 | $9.39M | 0.8% | -5.7% | 0.096% | |
11/1/2024 | Atria Investments Inc | 213,951 | $6.24M | 0.1% | +2.4% | 0.064% | |
11/1/2024 | First Personal Financial Services | 1,662 | $48K | 0.0% | N/A | 0.000% | |
11/1/2024 | Objective Capital Management LLC | 15,483 | $452K | 0.3% | N/A | 0.005% | |
11/1/2024 | Rockbridge Investment Management LCC | 199,161 | $5.81M | 0.8% | -11.9% | 0.059% | |
11/1/2024 | Rovin Capital UT ADV | 25,270 | $737K | 0.3% | +76.2% | 0.008% | |
11/1/2024 | Leavell Investment Management Inc. | 93,842 | $2.74M | 0.1% | -6.2% | 0.028% | |
11/1/2024 | Bensler LLC | 29,849 | $871K | 0.1% | -9.6% | 0.009% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 52,903 | $1.54M | 0.5% | +2.0% | 0.016% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 59,036 | $1.72M | 0.4% | +2.3% | 0.018% | |
10/31/2024 | American Capital Advisory LLC | 3,512 | $102K | 0.1% | -27.2% | 0.001% | |
10/31/2024 | Family Asset Management LLC | 1,654 | $48K | 0.0% | -17.7% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 263,619 | $7.69M | 2.4% | -2.5% | 0.078% | |
10/30/2024 | Armor Investment Advisors LLC | 122,335 | $3.57M | 1.5% | +7.7% | 0.036% | |
10/30/2024 | Foster & Motley Inc. | 36,146 | $1.06M | 0.1% | -5.0% | 0.011% | |
10/30/2024 | Milestone Investment Advisors LLC | 4,531 | $132K | 0.0% | -39.7% | 0.001% | |
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10/30/2024 | Johnson Financial Group LLC | 25,211 | $736K | 0.1% | -4.1% | 0.007% | |
10/30/2024 | Falcon Wealth Planning | 20,575 | $600K | 0.1% | -6.5% | 0.006% | |
10/30/2024 | Madden Advisory Services Inc. | 41,217 | $1.20M | 0.6% | +11.0% | 0.012% | |
10/30/2024 | FSM Wealth Advisors LLC | 10,907 | $318K | 0.1% | +4.0% | 0.003% | |
10/30/2024 | PDS Planning Inc | 6,669 | $195K | 0.0% | N/A | 0.002% | |
10/30/2024 | Garrison Asset Management LLC | 17,961 | $524K | 0.3% | +9.0% | 0.005% | |
10/30/2024 | FIDELIS iM LLC | 119,477 | $3.49M | 1.6% | +2.8% | 0.035% | |
10/30/2024 | Klingenstein Fields & Co. LP | 995,072 | $29.04M | 1.2% | -4.7% | 0.296% | |
10/29/2024 | BSW Wealth Partners | 12,890 | $376K | 0.1% | -14.1% | 0.004% | |
10/29/2024 | Janney Montgomery Scott LLC | 51,513 | $1.50M | 0.0% | N/A | 0.015% | |