11/18/2024 | TD Private Client Wealth LLC | 5,790 | $152K | 0.0% | -48.6% | 0.012% | |
11/15/2024 | Continuum Advisory LLC | 61,219 | $1.56M | 0.2% | +2.9% | 0.124% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 99,554 | $2.53M | 0.2% | -21.9% | 0.202% | |
11/15/2024 | MML Investors Services LLC | 62,121 | $1.63M | 0.0% | -7.4% | 0.126% | |
11/15/2024 | Glen Eagle Advisors LLC | 13,698 | $360K | 0.1% | -28.5% | 0.028% | |
11/15/2024 | Jane Street Group LLC | 84,219 | $2.21M | 0.0% | -50.6% | 0.170% | |
|
11/15/2024 | State Street Corp | 1,864,283 | $48.99M | 0.0% | -5.5% | 3.774% | |
11/15/2024 | Stifel Financial Corp | 10,762 | $283K | 0.0% | -5.3% | 0.022% | |
11/14/2024 | Flow Traders U.S. LLC | 357,662 | $9.40M | 0.5% | N/A | 0.724% | |
11/13/2024 | Townsquare Capital LLC | 8,515 | $224K | 0.0% | -12.1% | 0.017% | |
11/12/2024 | Larson Financial Group LLC | 21,138 | $556K | 0.0% | +3.9% | 0.043% | |
11/12/2024 | Cerity Partners LLC | 888,795 | $23.36M | 0.1% | -2.9% | 1.799% | |
11/12/2024 | Great Valley Advisor Group Inc. | 392,957 | $10.33M | 0.3% | -70.7% | 0.795% | |
11/12/2024 | Flagstar Advisors Inc. | 72,125 | $1.90M | 0.5% | +2.8% | 0.146% | |
11/12/2024 | Nwam LLC | 8,648 | $227K | 0.0% | N/A | 0.018% | |
11/12/2024 | Allen Capital Group LLC | 90,141 | $2.37M | 0.3% | -1.5% | 0.182% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 3,604,618 | $94.73M | 0.0% | -4.4% | 7.297% | |
11/8/2024 | Advisors Asset Management Inc. | 23,084 | $607K | 0.0% | +38.2% | 0.047% | |
11/8/2024 | BIP Wealth LLC | 36,146 | $950K | 0.1% | -1.3% | 0.073% | |
11/7/2024 | Napa Wealth Management | 21,291 | $560K | 0.3% | -20.6% | 0.043% | |
11/7/2024 | Tidemark LLC | 1,524 | $40K | 0.0% | -96.9% | 0.003% | |
11/7/2024 | Phillips Financial Management LLC | 120,422 | $3.17M | 0.2% | -23.3% | 0.244% | |
11/6/2024 | OneDigital Investment Advisors LLC | 27,111 | $712K | 0.0% | -11.7% | 0.055% | |
11/5/2024 | Northwest Wealth Management LLC | 7,869 | $207K | 0.0% | -12.8% | 0.016% | |
11/1/2024 | Fairway Wealth LLC | 3,149 | $83K | 0.0% | -14.4% | 0.006% | |
10/31/2024 | JNBA Financial Advisors | 5,435 | $143K | 0.0% | -41.4% | 0.011% | |
10/30/2024 | Auour Investments LLC | 24,171 | $622K | 0.2% | +2.5% | 0.049% | |
10/29/2024 | Janney Montgomery Scott LLC | 291,645 | $7.66M | 0.0% | -7.9% | 0.590% | |
10/29/2024 | Pure Financial Advisors LLC | 1,161,821 | $30.53M | 0.7% | -1.5% | 2.352% | |
10/29/2024 | Princeton Global Asset Management LLC | 3,455 | $91K | 0.0% | -29.6% | 0.007% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 9,329 | $245K | 0.0% | -5.8% | 0.019% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,836 | $653K | 0.0% | +8.8% | 0.050% | |
10/23/2024 | Allworth Financial LP | 3,965 | $104K | 0.0% | -28.2% | 0.008% | |
10/23/2024 | Leading Edge Financial Planning LLC | 28,941 | $761K | 0.3% | +4.7% | 0.059% | |
10/22/2024 | McAdam LLC | 18,647 | $490K | 0.0% | -19.3% | 0.038% | |
10/22/2024 | Private Advisor Group LLC | 111,754 | $2.94M | 0.0% | -12.9% | 0.226% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 301,740 | $7.93M | 1.7% | +2.7% | 0.611% | |
10/21/2024 | Integrity Wealth Solutions LLC | 107,573 | $2.83M | 1.6% | -12.3% | 0.218% | |
10/21/2024 | Cannon Financial Strategists Inc. | 717,779 | $18.86M | 3.3% | -0.1% | 1.453% | |
10/21/2024 | Wealth Advisory Solutions LLC | 39,709 | $1.04M | 0.3% | +1.5% | 0.080% | |
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10/19/2024 | Cannon Financial Strategists Inc. | 607,198 | $15.53M | 3.0% | -15.5% | 1.229% | |
10/18/2024 | Verde Capital Management | 98,678 | $2.59M | 0.8% | +1.8% | 0.200% | |
10/18/2024 | ST Germain D J Co. Inc. | 129,823 | $3.41M | 0.2% | -13.8% | 0.263% | |
10/16/2024 | Global Retirement Partners LLC | 20,351 | $535K | 0.0% | -12.4% | 0.041% | |
10/16/2024 | Good Life Advisors LLC | 19,273 | $506K | 0.0% | -9.2% | 0.039% | |
10/16/2024 | Fulton Breakefield Broenniman LLC | 61,804 | $1.62M | 0.1% | +7.9% | 0.125% | |
10/16/2024 | ERn Financial LLC | 218,791 | $5.75M | 0.9% | +4.4% | 0.443% | |
10/11/2024 | Creative Planning | 25,115 | $660K | 0.0% | -6.3% | 0.051% | |
10/10/2024 | City State Bank | 45,551 | $1.20M | 0.4% | +1.8% | 0.092% | |
10/9/2024 | Charles Schwab Trust Co | 8,288 | $218K | 0.0% | N/A | 0.017% | |
10/8/2024 | CWM LLC | 34,770 | $914K | 0.0% | -51.0% | 0.070% | |
10/8/2024 | Northwest Capital Management Inc | 31,069 | $816K | 0.3% | -51.4% | 0.063% | |
10/7/2024 | Prosperity Planning Inc. | 7,826 | $206K | 0.1% | N/A | 0.016% | |
10/7/2024 | Prentice Wealth Management LLC | 327,541 | $8.61M | 2.6% | +3.4% | 0.663% | |
10/5/2024 | Ridgewood Investments LLC | 24,270 | $638K | 0.3% | -6.8% | 0.049% | |
9/10/2024 | Cannon Financial Strategists Inc. | 718,719 | $18.27M | 3.5% | N/A | 1.455% | |
8/22/2024 | Cetera Investment Advisers | 78,986 | $2.01M | 0.0% | -1.9% | 0.160% | |
8/21/2024 | Truist Financial Corp | 145,403 | $3.70M | 0.0% | -4.3% | 0.294% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,440 | $62K | 0.0% | -73.8% | 0.005% | |
8/16/2024 | NewEdge Advisors LLC | 207,254 | $5.27M | 0.0% | +119.0% | 0.420% | |
8/16/2024 | Creative Planning | 26,797 | $681K | 0.0% | +6.1% | 0.054% | |
8/16/2024 | Ascent Group LLC | 75,505 | $1.92M | 0.2% | +49.7% | 0.153% | |
8/16/2024 | Susquehanna International Group LLP | 251,048 | $6.38M | 0.0% | -30.5% | 0.508% | |
8/14/2024 | Bank of Montreal Can | 456,947 | $11.68M | 0.0% | +4.2% | 0.925% | |
8/14/2024 | Greenline Partners LLC | 329,895 | $8.31M | 1.3% | +0.9% | 0.668% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 18,546 | $471K | 0.0% | -12.0% | 0.038% | |
8/9/2024 | SigFig Wealth Management LLC | 79,572 | $2.11M | 0.1% | -8.1% | 0.161% | |
8/9/2024 | Collaborative Wealth Managment Inc. | 36,604 | $930K | 0.5% | -79.7% | 0.074% | |
8/8/2024 | Envestnet Asset Management Inc. | 421,111 | $10.71M | 0.0% | -6.1% | 0.852% | |
8/8/2024 | CoreCap Advisors LLC | 13,827 | $351K | 0.0% | N/A | 0.028% | |
8/8/2024 | LPL Financial LLC | 1,623,561 | $41.27M | 0.0% | 0.0% | 3.287% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 34,010 | $865K | 0.3% | -94.3% | 0.069% | |
8/5/2024 | Private Advisor Group LLC | 128,247 | $3.26M | 0.0% | -1.1% | 0.260% | |
8/5/2024 | Northwest Wealth Management LLC | 9,019 | $229K | 0.1% | -54.2% | 0.018% | |
8/5/2024 | Farmers & Merchants Investments Inc. | 1,217 | $31K | 0.0% | N/A | 0.002% | |
8/2/2024 | Gries Financial LLC | 118,077 | $3.00M | 0.6% | +1.4% | 0.239% | |
8/2/2024 | Larson Financial Group LLC | 20,340 | $517K | 0.0% | +6.5% | 0.041% | |
8/1/2024 | TIAA Trust National Association | 268,665 | $6.83M | 0.0% | -3.0% | 0.544% | |
8/1/2024 | Resonant Capital Advisors LLC | 34,115 | $867K | 0.1% | -6.2% | 0.069% | |
8/1/2024 | SeaBridge Investment Advisors LLC | 113,728 | $2.89M | 0.7% | +5.6% | 0.230% | |
8/1/2024 | Rinkey Investments | 223,924 | $5.69M | 2.0% | -0.2% | 0.453% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,505 | $1.00M | 0.0% | -8.4% | 0.080% | |
7/30/2024 | Navalign LLC | 15,950 | $405K | 0.1% | -25.6% | 0.032% | |
7/30/2024 | WBI Investments LLC | 18,695 | $475K | 0.1% | -11.4% | 0.038% | |
7/30/2024 | Hobart Private Capital LLC | 25,500 | $648K | 0.2% | -4.5% | 0.052% | |
7/26/2024 | Detalus Advisors LLC | 47,900 | $1.22M | 0.4% | +8.5% | 0.097% | |
7/26/2024 | Integrity Wealth Solutions LLC | 122,622 | $3.12M | 2.0% | -20.1% | 0.248% | |
7/26/2024 | Bank of New York Mellon Corp | 180,716 | $4.59M | 0.0% | -15.6% | 0.366% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 293,697 | $7.47M | 1.7% | +6.5% | 0.595% | |
7/24/2024 | McAdam LLC | 23,098 | $587K | 0.0% | -8.9% | 0.047% | |
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7/23/2024 | 1620 Investment Advisors Inc. | 1,030 | $26K | 0.0% | N/A | 0.002% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 11,943 | $304K | 0.1% | +6.4% | 0.024% | |
7/23/2024 | Security Financial Services INC. | 77,390 | $1.97M | 0.4% | +7.4% | 0.157% | |
7/20/2024 | Auour Investments LLC | 23,577 | $599K | 0.2% | +2.1% | 0.048% | |
7/19/2024 | Western Wealth Management LLC | 8,122 | $206K | 0.0% | -27.7% | 0.016% | |
7/18/2024 | Pure Financial Advisors LLC | 1,179,145 | $29.97M | 0.8% | -0.9% | 2.387% | |
7/18/2024 | Verde Capital Management | 96,934 | $2.46M | 0.8% | +11.8% | 0.196% | |
7/17/2024 | Financial Strategies Group Inc. | 10,828 | $275K | 0.1% | -4.0% | 0.022% | |
7/17/2024 | ERn Financial LLC | 209,564 | $5.33M | 0.9% | +11.6% | 0.424% | |
7/16/2024 | Great Valley Advisor Group Inc. | 1,343,133 | $34.14M | 1.0% | +12.8% | 2.719% | |