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% | |
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% | |
10/29/2024 | Forum Financial Management LP | 7,137,470 | $780.34M | 13.0% | +3.1% | 9.318% | |
10/29/2024 | Angeles Wealth Management LLC | 35,415 | $3.87M | 0.3% | N/A | 0.046% | |
10/29/2024 | Clear Creek Financial Management LLC | 23,344 | $2.55M | 0.3% | +1.9% | 0.030% | |
10/29/2024 | James Investment Research Inc. | 19,430 | $2.12M | 0.2% | +94.9% | 0.025% | |
10/29/2024 | Farther Finance Advisors LLC | 22,968 | $2.51M | 0.1% | +99.8% | 0.030% | |
10/28/2024 | Focus Financial Network Inc. | 67,298 | $7.36M | 0.3% | +11.5% | 0.088% | |
10/28/2024 | Principal Securities Inc. | 63,057 | $6.89M | 0.2% | -7.4% | 0.082% | |
10/28/2024 | Forte Asset Management LLC | 25,536 | $2.79M | 1.5% | -12.1% | 0.033% | |
10/28/2024 | US Bancorp DE | 176,835 | $19.33M | 0.0% | +1.0% | 0.231% | |
10/25/2024 | Financial Advocates Investment Management | 11,500 | $1.28M | 0.1% | -79.8% | 0.015% | |
10/25/2024 | Mutual Advisors LLC | 29,281 | $3.05M | 0.1% | -3.3% | 0.038% | |
10/25/2024 | Strategic Blueprint LLC | 19,618 | $2.15M | 0.1% | +13.3% | 0.026% | |
10/25/2024 | Diversify Advisory Services LLC | 3,227 | $335K | 0.0% | +7.2% | 0.004% | |
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10/25/2024 | Gateway Wealth Partners LLC | 5,895 | $645K | 0.2% | -44.3% | 0.008% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 2,849 | $311K | 0.0% | -9.3% | 0.004% | |
10/24/2024 | Leuthold Group LLC | 2,408 | $263K | 0.0% | N/A | 0.003% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 16,175 | $1.77M | 0.9% | -12.3% | 0.021% | |
10/24/2024 | AllGen Financial Advisors Inc. | 148,742 | $16.26M | 5.3% | +11.2% | 0.194% | |
10/24/2024 | Bristlecone Advisors LLC | 800 | $87K | 0.0% | N/A | 0.001% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 179,927 | $19.67M | 0.0% | +5.1% | 0.235% | |
10/24/2024 | PFG Investments LLC | 11,585 | $1.27M | 0.1% | -9.3% | 0.015% | |
10/24/2024 | Arkadios Wealth Advisors | 1,885 | $206K | 0.0% | N/A | 0.002% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 1,866 | $205K | 0.0% | +69.8% | 0.002% | |
10/23/2024 | Allworth Financial LP | 984 | $108K | 0.0% | -17.9% | 0.001% | |
10/23/2024 | Strategic Investment Solutions Inc. IL | 48,873 | $5.34M | 1.6% | +3.0% | 0.064% | |
10/23/2024 | West Wealth Group LLC | 12,609 | $1.38M | 0.4% | +14.0% | 0.016% | |
10/23/2024 | Quantitative Strategies Inc. | 116,687 | $12.76M | 6.8% | -0.3% | 0.152% | |
10/23/2024 | Values First Advisors Inc. | 11,166 | $1.22M | 0.7% | +1.9% | 0.015% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 7,726 | $845K | 0.1% | +1.9% | 0.010% | |
10/23/2024 | Global Trust Asset Management LLC | 2,850 | $312K | 0.1% | N/A | 0.004% | |
10/23/2024 | Commonwealth Financial Services LLC | 2,230 | $244K | 0.0% | -96.6% | 0.003% | |
10/22/2024 | International Assets Investment Management LLC | 44,279 | $4.84M | 0.0% | +10,518.5% | 0.058% | |
10/22/2024 | Private Advisor Group LLC | 172,553 | $18.87M | 0.1% | -5.0% | 0.225% | |
10/22/2024 | Eastern Bank | 147,624 | $16.14M | 0.3% | N/A | 0.193% | |
10/22/2024 | My Legacy Advisors LLC | 7,270 | $795K | 0.3% | -17.5% | 0.009% | |
10/22/2024 | Sequoia Financial Advisors LLC | 17,313 | $1.89M | 0.0% | -57.4% | 0.023% | |
10/21/2024 | Vicus Capital | 10,330 | $1.13M | 0.1% | +63.4% | 0.013% | |
10/21/2024 | Surience Private Wealth LLC | 28,637 | $3.13M | 3.2% | N/A | 0.037% | |
10/21/2024 | Financial Life Advisors | 105,910 | $11.58M | 4.4% | +5.3% | 0.138% | |
10/21/2024 | Foundations Investment Advisors LLC | 45,355 | $4.96M | 0.1% | +10.3% | 0.059% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 25,845 | $2.83M | 0.5% | -2.9% | 0.034% | |
10/21/2024 | Northwest Investment Counselors LLC | 565 | $62K | 0.0% | N/A | 0.001% | |
10/19/2024 | Trinity Wealth Management LLC | 2,091 | $229K | 0.1% | N/A | 0.003% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 8,295 | $907K | 0.1% | -11.7% | 0.011% | |
10/19/2024 | Cedrus LLC | 46,957 | $5.13M | 1.9% | +13.8% | 0.061% | |
10/18/2024 | Chicago Capital LLC | 2,357 | $258K | 0.0% | N/A | 0.003% | |
10/18/2024 | Marks Wealth LLC | 126,647 | $13.85M | 5.9% | -5.8% | 0.165% | |
10/18/2024 | Raymond James & Associates | 360,346 | $39.40M | 0.0% | -9.5% | 0.470% | |
10/18/2024 | First Citizens Bank & Trust Co. | 595,164 | $65.07M | 1.0% | +8.6% | 0.777% | |
10/18/2024 | Blue Trust Inc. | 4,377 | $450K | 0.0% | +109.3% | 0.006% | |
10/18/2024 | Net Worth Advisory Group | 81,229 | $8.88M | 2.6% | N/A | 0.106% | |
10/18/2024 | Stratos Wealth Advisors LLC | 17,197 | $1.88M | 0.1% | +45.6% | 0.022% | |
10/17/2024 | Claro Advisors LLC | 6,664 | $729K | 0.1% | +100.5% | 0.009% | |
10/17/2024 | LexAurum Advisors LLC | 13,227 | $1.45M | 0.3% | +41.0% | 0.017% | |
10/16/2024 | Global Retirement Partners LLC | 8,966 | $980K | 0.0% | +8.1% | 0.012% | |
10/16/2024 | Avaii Wealth Management LLC | 50,118 | $5.48M | 2.8% | +1.5% | 0.065% | |
10/16/2024 | One Wealth Advisors LLC | 44,406 | $4.86M | 0.7% | N/A | 0.058% | |
10/16/2024 | Hengehold Capital Management LLC | 181,906 | $19.89M | 1.9% | +96.8% | 0.237% | |
10/16/2024 | SPC Financial Inc. | 44,900 | $4.91M | 0.4% | +5.8% | 0.059% | |
10/16/2024 | Firethorn Wealth Partners LLC | 5,018 | $549K | 0.3% | +3.6% | 0.007% | |
10/16/2024 | MN Wealth Advisors LLC | 31,465 | $3.44M | 2.0% | +15.4% | 0.041% | |
10/15/2024 | Regatta Capital Group LLC | 174,409 | $19.07M | 3.7% | +6.7% | 0.228% | |
10/15/2024 | Magnus Financial Group LLC | 1,876 | $205K | 0.0% | N/A | 0.002% | |
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10/15/2024 | Lockerman Financial Group Inc. | 6,162 | $674K | 1.1% | +32.9% | 0.008% | |
10/15/2024 | Watershed Private Wealth LLC | 10,704 | $1.17M | 0.5% | +37.3% | 0.014% | |
10/15/2024 | NBC Securities Inc. | 7,323 | $800K | 0.1% | +28.4% | 0.010% | |
10/11/2024 | Sheridan Capital Management LLC | 14,137 | $1.55M | 1.1% | -0.8% | 0.018% | |
10/10/2024 | Sound Income Strategies LLC | 23,817 | $2.60M | 0.2% | +10,438.5% | 0.031% | |
10/10/2024 | Koshinski Asset Management Inc. | 4,146 | $453K | 0.0% | -15.3% | 0.005% | |
10/10/2024 | Johnson Bixby & Associates LLC | 214,089 | $23.41M | 3.6% | +23.6% | 0.279% | |
10/10/2024 | Ballew Advisors Inc | 12,113 | $1.28M | 0.9% | -3.1% | 0.016% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 33,322 | $3.64M | 0.2% | +26.3% | 0.044% | |
10/10/2024 | Annex Advisory Services LLC | 21,800 | $2.38M | 0.1% | -42.1% | 0.028% | |