1/17/2025 | Private Wealth Group LLC | 244,670 | $7.10M | 3.5% | -11.4% | 0.165% | |
1/17/2025 | Avior Wealth Management LLC | 129,985 | $3.77M | 0.1% | +1.4% | 0.087% | |
1/17/2025 | SMI Advisory Services LLC | 39,386 | $1.14M | 0.3% | +5.5% | 0.027% | |
1/17/2025 | Advisory Alpha LLC | 10,585 | $307K | 0.0% | +11.3% | 0.007% | |
1/17/2025 | Dakota Wealth Management | 7,379 | $214K | 0.0% | -67.4% | 0.005% | |
1/17/2025 | Genesis Private Wealth LLC | 104,972 | $3.05M | 1.7% | N/A | 0.071% | |
1/17/2025 | Aspire Private Capital LLC | 17,414 | $505K | 0.1% | +17.9% | 0.012% | |
1/17/2025 | Roberts Wealth Advisors LLC | 94,030 | $2.73M | 0.8% | +7.5% | 0.063% | |
1/16/2025 | Breakwater Investment Management | 26,724 | $775K | 0.3% | -6.8% | 0.018% | |
1/16/2025 | Mechanics Bank Trust Department | 146,544 | $4.25M | 0.6% | -5.4% | 0.099% | |
|
1/16/2025 | Successful Portfolios LLC | 16,427 | $477K | 0.3% | -2.8% | 0.011% | |
1/15/2025 | Astoria Portfolio Advisors LLC. | 64,441 | $1.87M | 0.7% | -3.9% | 0.043% | |
1/15/2025 | Ameritas Advisory Services LLC | 69,523 | $2.02M | 0.1% | +40.1% | 0.047% | |
1/15/2025 | Cranbrook Wealth Management LLC | 10,788 | $313K | 0.1% | +19.0% | 0.007% | |
1/15/2025 | Merit Financial Group LLC | 2,692,109 | $78.10M | 1.4% | +33.1% | 1.812% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 61,993 | $1.80M | 0.0% | -3.9% | 0.042% | |
1/15/2025 | Goldstone Financial Group LLC | 66,559 | $1.93M | 0.3% | -36.3% | 0.045% | |
1/14/2025 | Financial Enhancement Group LLC | 17,135 | $496K | 0.1% | N/A | 0.012% | |
1/14/2025 | Winch Advisory Services LLC | 24,754 | $718K | 0.2% | -7.9% | 0.017% | |
1/14/2025 | Essex Savings Bank | 7,101 | $206K | 0.1% | N/A | 0.005% | |
1/14/2025 | Smith Anglin Financial LLC | 30,828 | $894K | 0.1% | -18.4% | 0.021% | |
1/14/2025 | Park Avenue Securities LLC | 996,942 | $28.92M | 0.3% | +1.4% | 0.671% | |
1/14/2025 | Fiduciary Financial Group LLC | 60,665 | $1.76M | 0.4% | +0.7% | 0.041% | |
1/14/2025 | Integrated Capital Management Inc. | 266,759 | $7.74M | 6.1% | +5.1% | 0.180% | |
1/14/2025 | Crane Advisory LLC | 1,445,109 | $41.85M | 7.3% | -16.1% | 0.972% | |
1/13/2025 | TPG Financial Advisors LLC | 197,020 | $5.72M | 2.5% | +9.6% | 0.133% | |
1/13/2025 | Pinnacle Wealth Management Group Inc. | 10,813 | $314K | 0.2% | -5.7% | 0.007% | |
1/13/2025 | Sentinel Pension Advisors Inc. | 76,844 | $2.23M | 0.4% | -6.7% | 0.052% | |
1/13/2025 | Signet Financial Management LLC | 426,912 | $12.39M | 1.6% | +4.3% | 0.287% | |
1/13/2025 | Miracle Mile Advisors LLC | 339,790 | $9.86M | 0.2% | +7.8% | 0.229% | |
1/13/2025 | Ehrlich Financial Group | 71,988 | $2.09M | 1.5% | +4.9% | 0.048% | |
1/13/2025 | Brookstone Capital Management | 27,422 | $796K | 0.0% | -58.0% | 0.018% | |
1/10/2025 | Lowe Wealth Advisors LLC | 370,031 | $10.74M | 4.6% | +16.4% | 0.249% | |
1/10/2025 | ST Germain D J Co. Inc. | 385,988 | $11.20M | 0.5% | +20.6% | 0.260% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 1,105,757 | $32.52M | 0.1% | -0.3% | 0.744% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 20,467 | $594K | 0.5% | N/A | 0.014% | |
12/26/2024 | JPMorgan Chase & Co. | 40,888 | $1.20M | 0.0% | +64.0% | 0.028% | |
12/16/2024 | SMART Wealth LLC | 96,625 | $2.84M | 1.1% | -33.4% | 0.065% | |
12/10/2024 | DGS Capital Management LLC | 243,264 | $7.15M | 1.9% | +4.6% | 0.164% | |
11/26/2024 | Peapack Gladstone Financial Corp | 14,300 | $421K | 0.0% | -7.1% | 0.010% | |
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11/25/2024 | Synovus Financial Corp | 426,047 | $12.53M | 0.1% | +113.1% | 0.287% | |
11/25/2024 | World Investment Advisors LLC | 8,529 | $251K | 0.0% | +8.4% | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 218,507 | $6.34M | 0.0% | +683.5% | 0.147% | |
11/18/2024 | Main Line Retirement Advisors LLC | 239,659 | $7.05M | 4.8% | +9.3% | 0.161% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 1,373,955 | $39.67M | 3.7% | +0.2% | 0.925% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 11,071 | $326K | 0.1% | -14.9% | 0.007% | |
11/15/2024 | MML Investors Services LLC | 189,037 | $5.56M | 0.0% | +19.1% | 0.127% | |
11/15/2024 | Orion Portfolio Solutions LLC | 9,107 | $268K | 0.0% | +23.2% | 0.006% | |
11/15/2024 | Glen Eagle Advisors LLC | 158,133 | $4.65M | 0.8% | +51.1% | 0.106% | |
11/15/2024 | Jane Street Group LLC | 56,515 | $1.66M | 0.0% | -70.4% | 0.038% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 497,307 | $14.63M | 0.1% | +6.7% | 0.335% | |
11/15/2024 | State Street Corp | 12,041,960 | $354.15M | 0.0% | +6.0% | 8.104% | |
11/15/2024 | Stifel Financial Corp | 440,844 | $12.97M | 0.0% | +37.2% | 0.297% | |
11/15/2024 | Integrated Wealth Concepts LLC | 145,105 | $4.27M | 0.1% | -3.3% | 0.098% | |
11/15/2024 | HighTower Advisors LLC | 1,828,144 | $53.75M | 0.1% | -6.7% | 1.230% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 125,994 | $3.71M | 0.2% | +19.0% | 0.085% | |
11/14/2024 | Acropolis Investment Management LLC | 13,000 | $382K | 0.0% | +5.7% | 0.009% | |
11/14/2024 | L.M. Kohn & Company | 50,789 | $1.49M | 0.4% | +0.8% | 0.034% | |
11/14/2024 | Flow Traders U.S. LLC | 21,322 | $627K | 0.0% | -91.5% | 0.014% | |
11/14/2024 | Captrust Financial Advisors | 19,010 | $559K | 0.0% | +47.3% | 0.013% | |
11/14/2024 | Rockefeller Capital Management L.P. | 226,217 | $6.65M | 0.0% | +541.8% | 0.152% | |
11/14/2024 | Centric Wealth Management | 149,090 | $4.32M | 1.1% | N/A | 0.100% | |
11/14/2024 | Providence Capital Advisors LLC | 90,423 | $2.66M | 0.5% | +1.4% | 0.061% | |
11/14/2024 | CreativeOne Wealth LLC | 400,359 | $11.78M | 0.4% | -1.6% | 0.269% | |
11/13/2024 | Townsquare Capital LLC | 81,022 | $2.38M | 0.0% | +22.3% | 0.055% | |
11/13/2024 | FMR LLC | 5,260 | $155K | 0.0% | +61.3% | 0.004% | |
11/13/2024 | Private Trust Co. NA | 35,146 | $1.03M | 0.1% | +8.6% | 0.024% | |
11/13/2024 | Fisher Asset Management LLC | 455,871 | $13.41M | 0.0% | -88.7% | 0.307% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 352,780 | $10.38M | 1.1% | -1.6% | 0.237% | |
11/12/2024 | Kingsview Wealth Management LLC | 267,449 | $7.87M | 0.2% | N/A | 0.180% | |
11/12/2024 | Cerity Partners LLC | 2,856,924 | $84.02M | 0.2% | +1.6% | 1.923% | |
11/12/2024 | Great Valley Advisor Group Inc. | 49,464 | $1.45M | 0.0% | -28.0% | 0.033% | |
11/12/2024 | Nwam LLC | 20,638 | $607K | 0.0% | N/A | 0.014% | |
11/12/2024 | GM Advisory Group LLC | 2,091,040 | $61.50M | 3.7% | -2.7% | 1.407% | |
11/12/2024 | Allen Capital Group LLC | 38,444 | $1.13M | 0.1% | +20.0% | 0.026% | |
11/9/2024 | LPL Financial LLC | 6,350,449 | $186.77M | 0.1% | -3.4% | 4.274% | |
11/8/2024 | Thompson Davis & CO. Inc. | 22,175 | $652K | 0.5% | +216.8% | 0.015% | |
11/8/2024 | Avior Wealth Management LLC | 128,241 | $3.77M | 0.2% | -0.4% | 0.086% | |
11/8/2024 | PNC Financial Services Group Inc. | 173,462 | $5.10M | 0.0% | +27.6% | 0.117% | |
11/8/2024 | Wrapmanager Inc. | 72,318 | $2.13M | 0.5% | +26.2% | 0.049% | |
11/7/2024 | Napa Wealth Management | 150,953 | $4.44M | 2.1% | +0.5% | 0.102% | |
11/7/2024 | Tidemark LLC | 105,964 | $3.12M | 1.3% | +8.8% | 0.071% | |
11/7/2024 | GLOBALT Investments LLC GA | 9,244,383 | $271.88M | 10.2% | +96.9% | 6.221% | |
11/7/2024 | Theory Financial LLC | 149,641 | $4.36M | 1.6% | +2.4% | 0.101% | |
11/7/2024 | TrinityPoint Wealth LLC | 48,086 | $1.41M | 0.2% | +188.5% | 0.032% | |
11/7/2024 | Peterson Financial Group Inc. | 3,102 | $91K | 0.4% | N/A | 0.002% | |
11/6/2024 | OneDigital Investment Advisors LLC | 63,102 | $1.86M | 0.0% | -11.5% | 0.042% | |
11/6/2024 | Traction Financial Partners LLC | 18,024 | $530K | 0.4% | -3.5% | 0.012% | |
11/6/2024 | Lifeworks Advisors LLC | 32,357 | $952K | 0.2% | -12.5% | 0.022% | |
11/6/2024 | Pinnacle Financial Partners Inc | 71,848 | $2.11M | 0.0% | -14.7% | 0.048% | |
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11/5/2024 | Private Wealth Advisors LLC | 306,705 | $9.00M | 3.4% | -0.4% | 0.206% | |
11/5/2024 | First Heartland Consultants Inc. | 11,717 | $345K | 0.0% | -81.5% | 0.008% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 137,240 | $4.04M | 0.1% | +70.4% | 0.092% | |
11/5/2024 | Patron Partners LLC | 56,337 | $1.66M | 0.9% | +229.0% | 0.038% | |
11/4/2024 | Venturi Wealth Management LLC | 11,838 | $348K | 0.0% | +137.1% | 0.008% | |
11/1/2024 | Atria Investments Inc | 131,358 | $3.86M | 0.0% | +305.1% | 0.088% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 956,347 | $28.13M | 5.0% | +3.9% | 0.644% | |
11/1/2024 | Assetmark Inc. | 425,979 | $12.53M | 0.0% | -62.6% | 0.287% | |
11/1/2024 | Carson Advisory Inc. | 8,598 | $253K | 0.2% | N/A | 0.006% | |
10/31/2024 | Portside Wealth Group LLC | 7,668 | $226K | 0.0% | N/A | 0.005% | |