11/18/2024 | Soltis Investment Advisors LLC | 79,218 | $6.57M | 0.6% | +2.9% | 0.023% | |
11/18/2024 | Rehmann Capital Advisory Group | 21,228 | $1.76M | 0.1% | +2.9% | 0.006% | |
11/18/2024 | Asset Allocation Strategies LLC | 112,375 | $9.32M | 2.7% | +2.5% | 0.033% | |
11/18/2024 | Sunbelt Securities Inc. | 11,003 | $913K | 0.1% | -3.7% | 0.003% | |
11/18/2024 | JDM Financial Group LLC | 46,661 | $3.87M | 2.1% | -42.5% | 0.014% | |
11/15/2024 | Goodman Advisory Group LLC | 7,887 | $654K | 0.2% | -98.4% | 0.002% | |
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11/15/2024 | Valued Retirements Inc. | 3,004 | $249K | 0.3% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 189,318 | $15.70M | 0.1% | -1.0% | 0.055% | |
11/15/2024 | Executive Wealth Management LLC | 404,379 | $33.54M | 2.6% | -0.8% | 0.118% | |
11/15/2024 | Continuum Advisory LLC | 37,364 | $3.25M | 0.4% | -1.5% | 0.011% | |
11/15/2024 | MML Investors Services LLC | 644,291 | $53.44M | 0.2% | -14.1% | 0.188% | |
11/15/2024 | First National Bank of Omaha | 8,067 | $669K | 0.0% | -11.7% | 0.002% | |
11/15/2024 | Laraway Financial Advisors Inc | 2,445 | $203K | 0.2% | N/A | 0.001% | |
11/15/2024 | Urban Financial Advisory Corp | 545 | $45K | 0.0% | N/A | 0.000% | |
11/15/2024 | Legacy Investment Solutions LLC | 683 | $60K | 0.0% | N/A | 0.000% | |
11/15/2024 | Northeast Financial Consultants Inc | 102,880 | $8.53M | 0.4% | +11.5% | 0.030% | |
11/15/2024 | Orion Portfolio Solutions LLC | 51,601 | $4.28M | 0.1% | -93.9% | 0.015% | |
11/15/2024 | Glen Eagle Advisors LLC | 40,808 | $3.39M | 0.6% | +10.1% | 0.012% | |
11/15/2024 | EP Wealth Advisors LLC | 33,394 | $2.77M | 0.0% | +9.1% | 0.010% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 17,145 | $1.41M | 0.0% | -0.8% | 0.005% | |
11/15/2024 | Stifel Financial Corp | 692,993 | $57.48M | 0.1% | +26.0% | 0.202% | |
11/15/2024 | Swmg LLC | 5,354 | $468K | 0.2% | +5.9% | 0.002% | |
11/15/2024 | Redwood Investment Management LLC | 64,176 | $5.40M | 0.5% | +128.0% | 0.019% | |
11/15/2024 | Pinnacle Family Advisors LLC | 30,178 | $2.50M | 1.3% | -54.3% | 0.009% | |
11/15/2024 | IHT Wealth Management LLC | 489,963 | $40.61M | 1.1% | +5.7% | 0.143% | |
11/15/2024 | Integrated Wealth Concepts LLC | 631,655 | $52.39M | 0.6% | -10.3% | 0.184% | |
11/15/2024 | HighTower Advisors LLC | 1,484,956 | $123.12M | 0.2% | +1.0% | 0.433% | |
11/15/2024 | Ascent Group LLC | 9,485 | $787K | 0.1% | -13.3% | 0.003% | |
11/15/2024 | Benjamin Edwards Inc. | 451,865 | $37.48M | 0.5% | +2,658.0% | 0.132% | |
11/15/2024 | Kestra Investment Management LLC | 2,251,726 | $186.76M | 8.0% | +70.3% | 0.656% | |
11/14/2024 | Tradition Wealth Management LLC | 12,349 | $1.02M | 0.1% | +8.7% | 0.004% | |
11/14/2024 | Encompass More Asset Management | 33,771 | $2.80M | 1.1% | -3.3% | 0.010% | |
11/14/2024 | Edgestream Partners L.P. | 5,287 | $439K | 0.0% | N/A | 0.002% | |
11/14/2024 | L.M. Kohn & Company | 16,672 | $1.38M | 0.4% | -1.1% | 0.005% | |
11/14/2024 | Flow Traders U.S. LLC | 29,266 | $2.43M | 0.1% | +293.5% | 0.009% | |
11/14/2024 | Arete Wealth Advisors LLC | 95,218 | $7.84M | 0.7% | -3.9% | 0.028% | |
11/14/2024 | Verition Fund Management LLC | 5,346 | $443K | 0.0% | N/A | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 74,019 | $6.14M | 0.0% | -2.9% | 0.022% | |
11/14/2024 | Rockefeller Capital Management L.P. | 88,050 | $7.30M | 0.0% | +50.2% | 0.026% | |
11/14/2024 | Hantz Financial Services Inc. | 878 | $73K | 0.0% | -39.7% | 0.000% | |
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11/14/2024 | CreativeOne Wealth LLC | 12,866 | $1.07M | 0.0% | +195.9% | 0.004% | |
11/13/2024 | Freedom Investment Management Inc. | 112,045 | $9.29M | 0.7% | -5.2% | 0.033% | |
11/13/2024 | Townsquare Capital LLC | 2,783,907 | $230.90M | 2.8% | +6.4% | 0.811% | |
11/13/2024 | Shum Financial Group Inc. | 29,807 | $2.50M | 2.1% | N/A | 0.009% | |
11/13/2024 | Avestar Capital LLC | 153,941 | $12.77M | 1.3% | -7.0% | 0.045% | |
11/13/2024 | D.A. Davidson & CO. | 2,629 | $218K | 0.0% | N/A | 0.001% | |
11/13/2024 | FMR LLC | 2,020,220 | $167.56M | 0.0% | -1.2% | 0.589% | |
11/13/2024 | Private Trust Co. NA | 84,971 | $7.05M | 0.7% | -2.0% | 0.025% | |
11/13/2024 | Hancock Whitney Corp | 2,494 | $207K | 0.0% | N/A | 0.001% | |
11/13/2024 | Truvestments Capital LLC | 857 | $71K | 0.0% | N/A | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 434 | $36K | 0.0% | N/A | 0.000% | |
11/13/2024 | Independent Advisor Alliance | 22,019 | $1.83M | 0.1% | -9.3% | 0.006% | |
11/13/2024 | Gentry Private Wealth LLC | 26,463 | $2.20M | 1.8% | -5.0% | 0.008% | |
11/12/2024 | Centaurus Financial Inc. | 153,088 | $12.70M | 0.8% | -3.4% | 0.045% | |
11/12/2024 | Alpha DNA Investment Management LLC | 21,307 | $1.77M | 0.7% | -21.0% | 0.006% | |
11/12/2024 | Larson Financial Group LLC | 44,356 | $3.68M | 0.2% | -41.3% | 0.013% | |
11/12/2024 | Baltimore Washington Financial Advisors Inc. | 387,114 | $32.11M | 1.7% | +3.8% | 0.113% | |
11/12/2024 | Lane & Associates LLC | 113,015 | $9.37M | 5.1% | +105.1% | 0.033% | |
11/12/2024 | One Charles Private Wealth Services LLC | 8,166 | $677K | 0.3% | -10.5% | 0.002% | |
11/12/2024 | Kingsview Wealth Management LLC | 442,319 | $36.69M | 0.8% | -5.6% | 0.129% | |
11/12/2024 | Optivise Advisory Services LLC | 21,847 | $1.81M | 1.0% | N/A | 0.006% | |
11/12/2024 | Great Valley Advisor Group Inc. | 228,651 | $18.97M | 0.5% | +2.5% | 0.067% | |
11/12/2024 | Nicolet Advisory Services LLC | 1,599,478 | $131.03M | 12.3% | -1.5% | 0.466% | |
11/12/2024 | Stonebrook Private Inc. | 135,424 | $11.23M | 3.0% | +9.1% | 0.039% | |
11/12/2024 | Financial Council LLC | 78,314 | $6.50M | 3.4% | +2.8% | 0.023% | |
11/12/2024 | Nwam LLC | 3,299 | $274K | 0.0% | N/A | 0.001% | |
11/12/2024 | Meridian Wealth Management LLC | 71,283 | $5.91M | 0.3% | -4.8% | 0.021% | |
11/12/2024 | GM Advisory Group LLC | 104,182 | $8.64M | 0.5% | +12.8% | 0.030% | |
11/12/2024 | Asset Management Group Inc. | 58,520 | $4.85M | 0.8% | -1.1% | 0.017% | |
11/12/2024 | Wrenne Financial Planning LLC | 30,810 | $2.56M | 1.5% | -2.5% | 0.009% | |
11/12/2024 | 49 Wealth Management LLC | 5,293 | $439K | 0.1% | N/A | 0.002% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 6,315 | $524K | 0.0% | -11.7% | 0.002% | |
11/12/2024 | Investors Research Corp | 158,128 | $13.12M | 2.9% | +7.4% | 0.046% | |
11/9/2024 | LPL Financial LLC | 31,403,162 | $2.60B | 1.2% | +4.5% | 9.149% | |
11/9/2024 | STAR Financial Bank | 3,303 | $274K | 0.2% | N/A | 0.001% | |
11/8/2024 | Citizens Financial Group Inc. RI | 259,364 | $21.51M | 0.4% | +21.3% | 0.076% | |
11/8/2024 | EverSource Wealth Advisors LLC | 101,174 | $8.39M | 0.5% | -5.9% | 0.029% | |
11/8/2024 | Moors & Cabot Inc. | 3,466 | $287K | 0.0% | -42.5% | 0.001% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 18,227 | $1.51M | 0.7% | -1.5% | 0.005% | |
11/8/2024 | Altman Advisors Inc. | 7,339 | $609K | 0.3% | N/A | 0.002% | |
11/8/2024 | Darwin Wealth Management LLC | 60,537 | $5.02M | 1.4% | -3.6% | 0.018% | |
11/8/2024 | First Horizon Advisors Inc. | 12,961 | $1.08M | 0.0% | +1.2% | 0.004% | |
11/8/2024 | MWA Asset Management | 2,660 | $221K | 0.1% | N/A | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 90,975 | $7.55M | 0.3% | -0.2% | 0.027% | |
11/8/2024 | PNC Financial Services Group Inc. | 18,749 | $1.56M | 0.0% | -48.6% | 0.005% | |
11/8/2024 | Vance Wealth Inc. | 31,283 | $2.60M | 1.0% | -3.3% | 0.009% | |
11/8/2024 | Lowery Thomas LLC | 30,468 | $2.53M | 1.7% | -3.3% | 0.009% | |
11/8/2024 | Guardian Wealth Advisors LLC | 22,155 | $1.84M | 1.1% | +54.7% | 0.006% | |
11/8/2024 | Wrapmanager Inc. | 161,640 | $13.41M | 3.5% | -6.7% | 0.047% | |
11/8/2024 | BIP Wealth LLC | 31,888 | $2.65M | 0.2% | +5.9% | 0.009% | |
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11/8/2024 | Prospera Financial Services Inc | 6,780 | $562K | 0.0% | -98.1% | 0.002% | |
11/7/2024 | Vertex Planning Partners LLC | 229,776 | $19.06M | 4.6% | +1.2% | 0.067% | |
11/7/2024 | Amara Financial LLC. | 3,690 | $306K | 0.3% | N/A | 0.001% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 51,643 | $4.28M | 3.1% | N/A | 0.015% | |
11/7/2024 | Tidemark LLC | 163,464 | $13.56M | 5.6% | +1.6% | 0.048% | |
11/7/2024 | Drive Wealth Management LLC | 10,535 | $874K | 0.2% | -34.3% | 0.003% | |
11/7/2024 | Aviso Wealth Management | 5,663 | $470K | 0.3% | -13.9% | 0.002% | |
11/7/2024 | ETF Store Inc. | 3,047 | $253K | 0.3% | -21.3% | 0.001% | |
11/7/2024 | TrinityPoint Wealth LLC | 9,126 | $757K | 0.1% | +5.5% | 0.003% | |
11/7/2024 | Thrivent Financial for Lutherans | 600,224 | $49.78M | 0.1% | -1.7% | 0.175% | |