11/20/2024 | SOA Wealth Advisors LLC. | 30,810 | $1.27M | 0.2% | +5.1% | 0.013% | |
11/20/2024 | Advisory Resource Group | 60,213 | $2.49M | 0.5% | +5.4% | 0.025% | |
11/19/2024 | Second Line Capital LLC | 212,921 | $8.79M | 2.4% | +4.4% | 0.090% | |
11/18/2024 | TD Private Client Wealth LLC | 35,001 | $1.45M | 0.0% | +143.4% | 0.015% | |
11/18/2024 | Arete Wealth Advisors LLC | 41,843 | $1.73M | 0.1% | +6.9% | 0.018% | |
11/18/2024 | JDM Financial Group LLC | 156,997 | $6.48M | 3.5% | +20.0% | 0.066% | |
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11/15/2024 | Brophy Wealth Management LLC | 9,790 | $404K | 0.1% | N/A | 0.004% | |
11/15/2024 | M&T Bank Corp | 61,417 | $2.54M | 0.0% | -21.3% | 0.026% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 107,051 | $4.03M | 0.4% | -3.7% | 0.045% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 62,206 | $2.57M | 0.2% | N/A | 0.026% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 18,815 | $777K | 0.3% | -1.4% | 0.008% | |
11/15/2024 | MML Investors Services LLC | 715,244 | $29.53M | 0.1% | +3.1% | 0.301% | |
11/15/2024 | Orion Portfolio Solutions LLC | 184,325 | $7.61M | 0.2% | -5.1% | 0.078% | |
11/15/2024 | Zacks Investment Management | 6,662 | $275K | 0.0% | +9.1% | 0.003% | |
11/15/2024 | EP Wealth Advisors LLC | 21,943 | $906K | 0.0% | +11.0% | 0.009% | |
11/15/2024 | Jane Street Group LLC | 30,819 | $1.27M | 0.0% | -98.0% | 0.013% | |
11/15/2024 | WESCAP Management Group Inc. | 55,442 | $2.29M | 0.6% | -1.7% | 0.023% | |
11/15/2024 | State Street Corp | 6,290,419 | $259.67M | 0.0% | +10.4% | 2.650% | |
11/15/2024 | Stifel Financial Corp | 64,565 | $2.67M | 0.0% | +6.7% | 0.027% | |
11/15/2024 | Red Wave Investments LLC | 135,487 | $5.59M | 2.0% | -7.1% | 0.057% | |
11/15/2024 | Redwood Investment Management LLC | 279,677 | $11.65M | 1.0% | -24.1% | 0.118% | |
11/15/2024 | Resurgent Financial Advisors LLC | 11,986 | $495K | 0.3% | +3.9% | 0.005% | |
11/15/2024 | IHT Wealth Management LLC | 197,456 | $8.17M | 0.2% | +34.5% | 0.083% | |
11/15/2024 | Integrated Wealth Concepts LLC | 131,899 | $5.45M | 0.1% | -17.2% | 0.056% | |
11/15/2024 | HighTower Advisors LLC | 1,118,841 | $46.13M | 0.1% | +0.5% | 0.471% | |
11/15/2024 | Hilltop Holdings Inc. | 24,638 | $1.02M | 0.1% | N/A | 0.010% | |
11/15/2024 | Ascent Group LLC | 68,882 | $2.84M | 0.2% | +12.7% | 0.029% | |
11/15/2024 | Benjamin Edwards Inc. | 17,412 | $719K | 0.0% | N/A | 0.007% | |
11/15/2024 | Kestra Investment Management LLC | 242,218 | $10.00M | 0.4% | +32.1% | 0.102% | |
11/14/2024 | Valley Financial Group Inc. | 16,793 | $693K | 0.5% | -2.6% | 0.007% | |
11/14/2024 | Flow Traders U.S. LLC | 14,107 | $582K | 0.0% | N/A | 0.006% | |
11/14/2024 | Captrust Financial Advisors | 32,618 | $1.35M | 0.0% | -81.5% | 0.014% | |
11/14/2024 | Atlantic Union Bankshares Corp | 4,967 | $205K | 0.0% | N/A | 0.002% | |
11/14/2024 | Rockefeller Capital Management L.P. | 378,906 | $15.64M | 0.0% | -0.8% | 0.160% | |
11/14/2024 | National Wealth Management Group LLC | 7,038 | $291K | 0.2% | +10.4% | 0.003% | |
11/14/2024 | True Vision MN LLC | 5,405 | $223K | 0.1% | N/A | 0.002% | |
11/14/2024 | CreativeOne Wealth LLC | 85,500 | $3.53M | 0.1% | +25.5% | 0.036% | |
11/13/2024 | Freedom Investment Management Inc. | 7,777 | $321K | 0.0% | -41.9% | 0.003% | |
11/13/2024 | Townsquare Capital LLC | 2,154,446 | $88.94M | 1.1% | +6.5% | 0.908% | |
11/13/2024 | BNP Paribas Financial Markets | 5,300 | $219K | 0.0% | N/A | 0.002% | |
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11/13/2024 | Shum Financial Group Inc. | 71,993 | $2.95M | 2.5% | N/A | 0.030% | |
11/13/2024 | FMR LLC | 36,369 | $1.50M | 0.0% | +30.5% | 0.015% | |
11/13/2024 | D.A. Davidson & CO. | 5,930 | $245K | 0.0% | N/A | 0.002% | |
11/13/2024 | Elios Financial Group Inc. | 11,885 | $491K | 0.2% | N/A | 0.005% | |
11/13/2024 | Private Trust Co. NA | 11,803 | $487K | 0.0% | +10.3% | 0.005% | |
11/13/2024 | Diversified LLC | 18,911 | $781K | 0.1% | +5.2% | 0.008% | |
11/13/2024 | Alliance Wealth Management Group | 97,042 | $4.01M | 1.0% | -2.5% | 0.041% | |
11/13/2024 | Independent Advisor Alliance | 5,082 | $210K | 0.0% | N/A | 0.002% | |
11/12/2024 | Summit Trail Advisors LLC | 10,566 | $436K | 0.0% | N/A | 0.004% | |
11/12/2024 | Larson Financial Group LLC | 64,601 | $2.67M | 0.2% | -1.8% | 0.027% | |
11/12/2024 | Baltimore Washington Financial Advisors Inc. | 11,358 | $469K | 0.0% | -8.1% | 0.005% | |
11/12/2024 | Lane & Associates LLC | 9,001 | $372K | 0.2% | -34.6% | 0.004% | |
11/12/2024 | Jim Saulnier & Associates LLC | 53,998 | $2.23M | 2.2% | N/A | 0.023% | |
11/12/2024 | Towercrest Capital Management | 142,207 | $5.87M | 0.9% | -17.7% | 0.060% | |
11/12/2024 | Kingsview Wealth Management LLC | 38,646 | $1.60M | 0.0% | -61.0% | 0.016% | |
11/12/2024 | M Holdings Securities Inc. | 16,984 | $701K | 0.2% | -36.0% | 0.007% | |
11/12/2024 | Cerity Partners LLC | 2,104,925 | $86.89M | 0.2% | +2.0% | 0.887% | |
11/12/2024 | Great Valley Advisor Group Inc. | 152,730 | $6.31M | 0.2% | +13.6% | 0.064% | |
11/12/2024 | Certified Advisory Corp | 13,495 | $557K | 0.1% | +9.7% | 0.006% | |
11/12/2024 | Nicolet Advisory Services LLC | 8,074 | $338K | 0.0% | +19.2% | 0.003% | |
11/12/2024 | Nwam LLC | 20,568 | $849K | 0.1% | N/A | 0.009% | |
11/12/2024 | Meridian Wealth Management LLC | 12,625 | $521K | 0.0% | -39.6% | 0.005% | |
11/12/2024 | Allen Capital Group LLC | 372,869 | $15.39M | 1.9% | +6.1% | 0.157% | |
11/12/2024 | CFS Investment Advisory Services LLC | 49,240 | $2.03M | 0.2% | -2.3% | 0.021% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 216,194 | $8.92M | 0.0% | -6.7% | 0.091% | |
11/12/2024 | Banco Santander S.A. | 325,787 | $13.45M | 0.2% | +124.2% | 0.137% | |
11/12/2024 | Integrated Investment Consultants LLC | 162,892 | $6.72M | 0.2% | +8.0% | 0.069% | |
11/9/2024 | LPL Financial LLC | 9,644,278 | $398.12M | 0.2% | +5.2% | 4.062% | |
11/8/2024 | First Horizon Advisors Inc. | 10,376 | $428K | 0.0% | -8.2% | 0.004% | |
11/8/2024 | R. W. Roge & Company Inc. | 19,481 | $804K | 0.4% | N/A | 0.008% | |
11/8/2024 | Prospera Private Wealth LLC | 5,720 | $236K | 0.0% | -52.4% | 0.002% | |
11/8/2024 | Avior Wealth Management LLC | 186,910 | $7.72M | 0.3% | +62.0% | 0.079% | |
11/8/2024 | PNC Financial Services Group Inc. | 121,355 | $5.01M | 0.0% | +42.1% | 0.051% | |
11/8/2024 | Vance Wealth Inc. | 5,286 | $218K | 0.1% | N/A | 0.002% | |
11/8/2024 | Spectrum Planning & Advisory Services Inc. | 16,305 | $673K | 0.6% | +18.7% | 0.007% | |
11/8/2024 | Wrapmanager Inc. | 194,914 | $8.05M | 2.1% | +20.2% | 0.082% | |
11/8/2024 | BIP Wealth LLC | 98,847 | $4.08M | 0.3% | +6.9% | 0.042% | |
11/7/2024 | Vertex Planning Partners LLC | 30,426 | $1.26M | 0.3% | -42.4% | 0.013% | |
11/7/2024 | Pathstone Holdings LLC | 802,463 | $33.12M | 0.1% | -0.8% | 0.338% | |
11/7/2024 | Meeder Advisory Services Inc. | 613,979 | $25.35M | 1.6% | -1.9% | 0.259% | |
11/7/2024 | Tidemark LLC | 2,377 | $98K | 0.0% | -14.6% | 0.001% | |
11/7/2024 | MAI Capital Management | 48,737 | $2.01M | 0.0% | -34.2% | 0.021% | |
11/7/2024 | Westfuller Advisors LLC | 37,095 | $1.53M | 1.1% | N/A | 0.016% | |
11/7/2024 | Thrivent Financial for Lutherans | 590,949 | $24.39M | 0.0% | -35.8% | 0.249% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 134,034 | $5.39M | 2.6% | +17.5% | 0.056% | |
11/6/2024 | River Street Advisors LLC | 11,554 | $477K | 0.3% | +8.2% | 0.005% | |
11/6/2024 | Cutler Investment Counsel LLC | 695,553 | $28.71M | 3.6% | +2.3% | 0.293% | |
11/6/2024 | Northeast Financial Group Inc. | 25,274 | $1.04M | 0.4% | -3.4% | 0.011% | |
11/6/2024 | Archer Investment Corp | 938 | $39K | 0.0% | N/A | 0.000% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 582,413 | $24.04M | 0.6% | +3.6% | 0.245% | |
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11/6/2024 | Balboa Wealth Partners | 36,621 | $1.51M | 0.4% | +14.9% | 0.015% | |
11/6/2024 | OneDigital Investment Advisors LLC | 44,932 | $1.86M | 0.0% | -6.4% | 0.019% | |
11/6/2024 | Lifeworks Advisors LLC | 48,155 | $1.99M | 0.4% | N/A | 0.020% | |
11/6/2024 | International Private Wealth Advisors LLC | 37,794 | $1.56M | 2.3% | +120.4% | 0.016% | |
11/6/2024 | Valtinson Bruner Financial Planning LLC | 190,021 | $7.84M | 2.7% | +8.1% | 0.080% | |
11/5/2024 | Hassell Wealth Management LLC | 21,576 | $868K | 0.4% | +3.5% | 0.009% | |
11/5/2024 | Empower Advisory Group LLC | 10,217 | $422K | 0.0% | +59.2% | 0.004% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,677,338 | $69.24M | 1.0% | +5.7% | 0.707% | |
11/5/2024 | First Heartland Consultants Inc. | 7,910 | $327K | 0.0% | N/A | 0.003% | |
11/5/2024 | Savvy Advisors Inc. | 112,965 | $4.66M | 0.9% | +155.8% | 0.048% | |