11/19/2024 | Invst LLC | 2,330 | $255K | 0.0% | N/A | 0.003% | |
11/18/2024 | TD Private Client Wealth LLC | 7,982 | $873K | 0.0% | -97.4% | 0.010% | |
11/18/2024 | Cresta Advisors Ltd. | 52,920 | $5.79M | 3.0% | +5.3% | 0.069% | |
11/18/2024 | Coldstream Capital Management Inc. | 81,451 | $8.91M | 0.2% | -2.4% | 0.106% | |
11/15/2024 | Brophy Wealth Management LLC | 2,831 | $310K | 0.1% | N/A | 0.004% | |
11/15/2024 | High Falls Advisors Inc | 13,908 | $1.52M | 0.3% | +18.4% | 0.018% | |
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11/15/2024 | EWA LLC | 50,363 | $5.13M | 1.8% | -19.0% | 0.066% | |
11/15/2024 | MML Investors Services LLC | 337,679 | $36.92M | 0.1% | +2.7% | 0.441% | |
11/15/2024 | Orion Portfolio Solutions LLC | 89,824 | $9.82M | 0.2% | +429.9% | 0.117% | |
11/15/2024 | World Investment Advisors LLC | 606,062 | $66.26M | 0.4% | N/A | 0.791% | |
11/15/2024 | National Bank of Canada FI | 8,801 | $962K | 0.0% | -81.9% | 0.011% | |
11/15/2024 | Jane Street Group LLC | 5,191 | $568K | 0.0% | -92.5% | 0.007% | |
11/15/2024 | Stifel Financial Corp | 449,969 | $49.20M | 0.1% | +3.1% | 0.587% | |
11/15/2024 | Swmg LLC | 5,606 | $569K | 0.2% | +15.3% | 0.007% | |
11/15/2024 | IHT Wealth Management LLC | 34,231 | $3.74M | 0.1% | +140.5% | 0.045% | |
11/15/2024 | Itau Unibanco Holding S.A. | 1,086,437 | $118.78M | 3.9% | -3.4% | 1.418% | |
11/15/2024 | HighTower Advisors LLC | 134,901 | $14.75M | 0.0% | +22.7% | 0.176% | |
11/15/2024 | Hilltop Holdings Inc. | 3,936 | $430K | 0.0% | +19.0% | 0.005% | |
11/15/2024 | Ascent Group LLC | 9,437 | $1.03M | 0.1% | +6.3% | 0.012% | |
11/15/2024 | Benjamin Edwards Inc. | 2,537 | $277K | 0.0% | N/A | 0.003% | |
11/14/2024 | Flow Traders U.S. LLC | 17,218 | $1.88M | 0.1% | N/A | 0.022% | |
11/14/2024 | Captrust Financial Advisors | 450,667 | $49.27M | 0.1% | +21.9% | 0.588% | |
11/14/2024 | Icon Wealth Advisors LLC | 42,613 | $4.66M | 0.4% | -0.3% | 0.056% | |
11/14/2024 | Rockefeller Capital Management L.P. | 180,803 | $19.77M | 0.1% | +4.0% | 0.236% | |
11/14/2024 | Stone House Investment Management LLC | 12,825 | $1.40M | 0.3% | -6.0% | 0.017% | |
11/14/2024 | True Vision MN LLC | 6,814 | $745K | 0.4% | +2.0% | 0.009% | |
11/14/2024 | CreativeOne Wealth LLC | 16,865 | $1.84M | 0.1% | +32.2% | 0.022% | |
11/13/2024 | Townsquare Capital LLC | 13,713 | $1.50M | 0.0% | +3.3% | 0.018% | |
11/13/2024 | BNP Paribas Financial Markets | 12,557 | $1.37M | 0.0% | +194.6% | 0.016% | |
11/13/2024 | FMR LLC | 2,551 | $279K | 0.0% | +129.0% | 0.003% | |
11/13/2024 | Bank of Montreal Can | 23,010 | $2.53M | 0.0% | +48.9% | 0.030% | |
11/13/2024 | Private Trust Co. NA | 2,658 | $291K | 0.0% | -46.6% | 0.003% | |
11/13/2024 | Boston Family Office LLC | 1,904 | $208K | 0.0% | N/A | 0.002% | |
11/12/2024 | Crewe Advisors LLC | 2,908 | $318K | 0.0% | N/A | 0.004% | |
11/12/2024 | Lane & Associates LLC | 5,005 | $547K | 0.3% | -25.6% | 0.007% | |
11/12/2024 | Cerity Partners LLC | 8,943 | $978K | 0.0% | +5.6% | 0.012% | |
11/12/2024 | Kingsview Wealth Management LLC | 13,129 | $1.44M | 0.0% | +125.2% | 0.017% | |
11/12/2024 | Great Valley Advisor Group Inc. | 10,055 | $1.10M | 0.0% | -62.7% | 0.013% | |
11/12/2024 | Nicolet Advisory Services LLC | 140,240 | $15.16M | 1.4% | -1.6% | 0.183% | |
11/12/2024 | Nwam LLC | 3,104 | $339K | 0.0% | N/A | 0.004% | |
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11/12/2024 | Meridian Wealth Management LLC | 2,342 | $256K | 0.0% | N/A | 0.003% | |
11/12/2024 | Icon Wealth Advisors LLC | 6,326 | $692K | 0.0% | -85.2% | 0.008% | |
11/12/2024 | Biltmore Family Office LLC | 785 | $86K | 0.0% | N/A | 0.001% | |
11/12/2024 | CFS Investment Advisory Services LLC | 18,656 | $2.04M | 0.2% | -1.0% | 0.024% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 2,551 | $279K | 0.0% | -22.0% | 0.003% | |
11/9/2024 | LPL Financial LLC | 1,820,759 | $199.06M | 0.1% | +6.0% | 2.377% | |
11/9/2024 | Shelter Mutual Insurance Co | 2,930 | $301K | 0.1% | -50.2% | 0.004% | |
11/8/2024 | First Horizon Advisors Inc. | 8,072 | $883K | 0.0% | +10.4% | 0.011% | |
11/8/2024 | Avior Wealth Management LLC | 14,414 | $1.58M | 0.1% | -2.7% | 0.019% | |
11/8/2024 | Prospera Financial Services Inc | 8,513 | $931K | 0.0% | +20.9% | 0.011% | |
11/7/2024 | Pathstone Holdings LLC | 109,276 | $11.91M | 0.1% | -89.3% | 0.143% | |
11/7/2024 | Napa Wealth Management | 8,200 | $897K | 0.4% | +24.0% | 0.011% | |
11/7/2024 | Mendel Capital Management LLC | 12,282 | $1.34M | 0.8% | +8.7% | 0.016% | |
11/7/2024 | GLOBALT Investments LLC GA | 7,760 | $848K | 0.0% | -2.6% | 0.010% | |
11/7/2024 | Theory Financial LLC | 5,339 | $553K | 0.2% | +9.2% | 0.007% | |
11/7/2024 | TrinityPoint Wealth LLC | 7,448 | $814K | 0.1% | -34.6% | 0.010% | |
11/7/2024 | Thrivent Financial for Lutherans | 146,562 | $16.02M | 0.0% | -37.0% | 0.191% | |
11/7/2024 | Claro Advisors LLC | 4,623 | $505K | 0.1% | +39.1% | 0.006% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 8,631 | $944K | 0.2% | +7.8% | 0.011% | |
11/6/2024 | BCGM Wealth Management LLC | 5,043 | $551K | 0.2% | +69.5% | 0.007% | |
11/6/2024 | TSA Wealth Managment LLC | 10,268 | $1.12M | 0.5% | +13.7% | 0.013% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 774,952 | $84.73M | 2.0% | N/A | 1.012% | |
11/6/2024 | OneDigital Investment Advisors LLC | 59,692 | $6.53M | 0.1% | +3.8% | 0.078% | |
11/6/2024 | Pinnacle Financial Partners Inc | 130,462 | $14.26M | 0.3% | -6.0% | 0.170% | |
11/5/2024 | First Heartland Consultants Inc. | 12,779 | $1.40M | 0.2% | N/A | 0.017% | |
11/5/2024 | Cumberland Partners Ltd | 2,620 | $286K | 0.0% | N/A | 0.003% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 23,003 | $2.52M | 0.0% | -7.6% | 0.030% | |
11/5/2024 | Savvy Advisors Inc. | 8,909 | $974K | 0.2% | +242.3% | 0.012% | |
11/5/2024 | Systelligence LLC | 102,946 | $11.26M | 2.8% | N/A | 0.134% | |
11/5/2024 | Verus Capital Partners LLC | 4,383 | $479K | 0.0% | +18.9% | 0.006% | |
11/5/2024 | Patron Partners LLC | 14,087 | $1.54M | 0.9% | -24.5% | 0.018% | |
11/5/2024 | Harbour Investments Inc. | 4,868 | $532K | 0.0% | +43.5% | 0.006% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 33,044 | $3.61M | 0.3% | N/A | 0.043% | |
11/4/2024 | Venturi Wealth Management LLC | 5,172 | $565K | 0.0% | -31.6% | 0.007% | |
11/4/2024 | TRU Independence Asset Management 2 LLC | 3,522 | $385K | 0.3% | N/A | 0.005% | |
11/4/2024 | Beam Wealth Advisors Inc. | 10,453 | $1.14M | 0.3% | -27.4% | 0.014% | |
11/4/2024 | Arvest Investments Inc. | 90,817 | $9.93M | 1.5% | -1.2% | 0.119% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 27,658 | $3.02M | 0.0% | -1.4% | 0.036% | |
11/4/2024 | Sigma Planning Corp | 14,653 | $1.60M | 0.0% | +72.5% | 0.019% | |
11/4/2024 | Arrow Financial Corp | 214,849 | $23.49M | 2.2% | -8.5% | 0.280% | |
11/2/2024 | Avid Wealth Partners LLC | 20,239 | $2.21M | 1.6% | -45.1% | 0.026% | |
11/1/2024 | Carr Financial Group Corp | 122,537 | $13.40M | 3.9% | +32.7% | 0.160% | |
11/1/2024 | Atria Investments Inc | 54,202 | $5.93M | 0.1% | -13.0% | 0.071% | |
11/1/2024 | Demars Financial Group LLC | 66,305 | $7.25M | 3.3% | N/A | 0.087% | |
11/1/2024 | Assetmark Inc. | 1,534,544 | $167.77M | 0.5% | +75.6% | 2.003% | |
11/1/2024 | Source Financial Advisors LLC | 3,598 | $393K | 0.1% | -31.9% | 0.005% | |
11/1/2024 | ABLE Financial Group LLC | 2,890 | $316K | 0.1% | N/A | 0.004% | |
10/31/2024 | TFB Advisors LLC | 11,218 | $1.23M | 0.4% | +72.3% | 0.015% | |
10/31/2024 | Confluence Investment Management LLC | 75,989 | $8.31M | 0.1% | -3.2% | 0.099% | |
10/31/2024 | GGM Financials LLC | 90,648 | $9.91M | 8.5% | +1.6% | 0.118% | |
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10/31/2024 | LGT Financial Advisors LLC | 1,715 | $187K | 0.5% | +14.4% | 0.002% | |
10/31/2024 | Family Asset Management LLC | 2,376 | $260K | 0.2% | -53.2% | 0.003% | |
10/30/2024 | Umpqua Bank | 52,755 | $5.77M | 2.1% | -53.3% | 0.069% | |
10/30/2024 | Harvest Portfolios Group Inc. | 121,504 | $13.28M | 0.4% | +38.6% | 0.159% | |
10/30/2024 | Beacon Financial Advisory LLC | 2,067 | $226K | 0.1% | N/A | 0.003% | |
10/30/2024 | First Citizens Asset Management Inc. | 30,437 | $3.33M | 1.2% | +0.5% | 0.040% | |
10/30/2024 | ASB Consultores LLC | 8,193 | $896K | 0.4% | -6.2% | 0.011% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 22,527 | $2.46M | 0.3% | -31.4% | 0.029% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 8,869 | $967K | 0.4% | +9.7% | 0.012% | |
10/29/2024 | Roman Butler Fullerton & Co. | 8,930 | $949K | 0.3% | +56.3% | 0.012% | |