11/15/2024 | Resources Management Corp CT ADV | 26,988 | $5.71M | 0.8% | -0.7% | 0.182% | |
11/15/2024 | M&T Bank Corp | 20,783 | $4.40M | 0.0% | -3.0% | 0.140% | |
11/15/2024 | LRI Investments LLC | 1,417 | $291K | 0.0% | N/A | 0.010% | |
11/15/2024 | MML Investors Services LLC | 16,926 | $3.58M | 0.0% | +6.7% | 0.114% | |
11/15/2024 | Northeast Financial Consultants Inc | 975 | $206K | 0.0% | N/A | 0.007% | |
11/15/2024 | Orion Portfolio Solutions LLC | 3,677 | $777K | 0.0% | +9.0% | 0.025% | |
|
11/15/2024 | EP Wealth Advisors LLC | 2,512 | $531K | 0.0% | +13.3% | 0.017% | |
11/15/2024 | Jane Street Group LLC | 2,140 | $453K | 0.0% | -55.7% | 0.014% | |
11/15/2024 | Stifel Financial Corp | 83,232 | $17.60M | 0.0% | +7.5% | 0.562% | |
11/15/2024 | Quantinno Capital Management LP | 3,295 | $697K | 0.0% | +11.4% | 0.022% | |
11/15/2024 | IHT Wealth Management LLC | 5,688 | $1.20M | 0.0% | +5.7% | 0.038% | |
11/15/2024 | Integrated Wealth Concepts LLC | 1,547 | $327K | 0.0% | -25.7% | 0.010% | |
11/15/2024 | HighTower Advisors LLC | 11,956 | $2.53M | 0.0% | -1.4% | 0.081% | |
11/15/2024 | Hilltop Holdings Inc. | 1,988 | $420K | 0.0% | N/A | 0.013% | |
11/15/2024 | Benjamin Edwards Inc. | 1,000 | $211K | 0.0% | N/A | 0.007% | |
11/14/2024 | Captrust Financial Advisors | 11,090 | $2.35M | 0.0% | -0.7% | 0.075% | |
11/14/2024 | Rockefeller Capital Management L.P. | 39,675 | $8.39M | 0.0% | +19.1% | 0.268% | |
11/14/2024 | Fiduciary Trust Co | 5,400 | $1.14M | 0.0% | -3.0% | 0.036% | |
11/13/2024 | Freedom Investment Management Inc. | 6,899 | $1.46M | 0.1% | -18.2% | 0.047% | |
11/13/2024 | FMR LLC | 4,217 | $892K | 0.0% | -1.7% | 0.028% | |
11/13/2024 | D.A. Davidson & CO. | 7,746 | $1.64M | 0.0% | -1.3% | 0.052% | |
11/13/2024 | The Manufacturers Life Insurance Company | 265,627 | $56.17M | 0.0% | -7.7% | 1.794% | |
11/12/2024 | Centaurus Financial Inc. | 5,978 | $1.26M | 0.1% | -1.8% | 0.040% | |
11/12/2024 | M Holdings Securities Inc. | 39,305 | $8.31M | 2.1% | -49.0% | 0.265% | |
11/12/2024 | Great Valley Advisor Group Inc. | 2,052 | $434K | 0.0% | -3.7% | 0.014% | |
11/12/2024 | Certified Advisory Corp | 17,628 | $3.73M | 0.4% | -1.0% | 0.119% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 2,728 | $577K | 0.0% | +3.2% | 0.018% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 3,219 | $681K | 0.0% | -8.1% | 0.022% | |
11/8/2024 | Citizens Financial Group Inc. RI | 1,073 | $228K | 0.0% | N/A | 0.007% | |
11/8/2024 | Darwin Wealth Management LLC | 148 | $31K | 0.0% | N/A | 0.001% | |
11/8/2024 | Howe & Rusling Inc. | 124 | $26K | 0.0% | -54.4% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 51,333 | $10.86M | 0.0% | -3.4% | 0.347% | |
11/8/2024 | Prospera Financial Services Inc | 4,618 | $977K | 0.0% | -4.3% | 0.031% | |
11/7/2024 | Strengthening Families & Communities LLC | 42,603 | $9.01M | 2.3% | +2.8% | 0.288% | |
11/7/2024 | Thrivent Financial for Lutherans | 18,567 | $3.93M | 0.0% | +2.8% | 0.125% | |
11/6/2024 | Coastline Trust Co | 425 | $90K | 0.0% | N/A | 0.003% | |
11/6/2024 | KCM Investment Advisors LLC | 41,438 | $8.76M | 0.3% | +0.4% | 0.280% | |
11/6/2024 | Birchcreek Wealth Management LLC | 1,527 | $323K | 0.2% | -15.7% | 0.010% | |
11/6/2024 | Main Street Financial Solutions LLC | 10,091 | $2.13M | 0.2% | -2.9% | 0.068% | |
11/6/2024 | Oppenheimer & Co. Inc. | 1,349 | $285K | 0.0% | -11.5% | 0.009% | |
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11/5/2024 | Empower Advisory Group LLC | 308,249 | $65.19M | 0.2% | +0.6% | 2.081% | |
11/5/2024 | Private Wealth Advisors LLC | 8,751 | $1.84M | 0.7% | +0.8% | 0.059% | |
11/5/2024 | Apollon Wealth Management LLC | 1,287 | $272K | 0.0% | -10.2% | 0.009% | |
11/4/2024 | Ashton Thomas Securities LLC | 120 | $25K | 0.0% | N/A | 0.001% | |
11/4/2024 | Sigma Planning Corp | 19,865 | $4.20M | 0.1% | +5.6% | 0.134% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 987 | $209K | 0.1% | N/A | 0.007% | |
11/1/2024 | Atria Investments Inc | 18,589 | $3.93M | 0.0% | -2.5% | 0.126% | |
11/1/2024 | Assetmark Inc. | 632 | $134K | 0.0% | +105.9% | 0.004% | |
11/1/2024 | CWA Asset Management Group LLC | 1,582 | $335K | 0.0% | N/A | 0.011% | |
11/1/2024 | Leavell Investment Management Inc. | 2,595 | $551K | 0.0% | +3.0% | 0.018% | |
10/31/2024 | Trinity Legacy Partners LLC | 5,948 | $1.26M | 0.3% | +2.8% | 0.040% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 12,741 | $2.69M | 0.3% | -0.4% | 0.086% | |
10/31/2024 | BNC Wealth Management LLC | 1,228 | $260K | 0.1% | -29.9% | 0.008% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 23,596 | $4.99M | 1.5% | +2.5% | 0.159% | |
10/31/2024 | Advisor Resource Council | 2,410 | $510K | 0.2% | N/A | 0.016% | |
10/31/2024 | Concurrent Investment Advisors LLC | 4,825 | $1.02M | 0.0% | -3.4% | 0.033% | |
10/30/2024 | Madden Advisory Services Inc. | 1,534 | $324K | 0.1% | +9.6% | 0.010% | |
10/29/2024 | Janney Montgomery Scott LLC | 7,982 | $1.69M | 0.0% | +9.0% | 0.054% | |
10/29/2024 | Farther Finance Advisors LLC | 1,389 | $294K | 0.0% | +101.6% | 0.009% | |
10/28/2024 | Silver Coast Investments LLC | 15,260 | $3.23M | 1.2% | +3.3% | 0.103% | |
10/28/2024 | O ROURKE & COMPANY Inc | 1,820 | $385K | 0.2% | +7.3% | 0.012% | |
10/25/2024 | Lodestar Private Asset Management LLC | 1,094 | $231K | 0.0% | -8.4% | 0.007% | |
10/25/2024 | Valmark Advisers Inc. | 4,427 | $936K | 0.0% | +3.9% | 0.030% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 14,195 | $2.99M | 0.3% | -62.8% | 0.096% | |
10/24/2024 | J.W. Cole Advisors Inc. | 24,831 | $5.25M | 0.2% | -6.3% | 0.168% | |
10/24/2024 | Modera Wealth Management LLC | 6,328 | $1.34M | 0.0% | -2.3% | 0.043% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,491 | $1.80M | 0.0% | +12.8% | 0.057% | |
10/22/2024 | Private Advisor Group LLC | 10,148 | $2.15M | 0.0% | -0.6% | 0.069% | |
10/22/2024 | Narwhal Capital Management | 18,168 | $3.84M | 0.3% | -26.0% | 0.123% | |
10/21/2024 | Foundations Investment Advisors LLC | 15,104 | $3.19M | 0.1% | -4.1% | 0.102% | |
10/19/2024 | McClarren Financial Advisors Inc. | 384 | $81K | 0.0% | +100.0% | 0.003% | |
10/18/2024 | Raymond James & Associates | 26,557 | $5.62M | 0.0% | +12.7% | 0.179% | |
10/17/2024 | Joule Financial LLC | 3,268 | $694K | 0.3% | -12.5% | 0.022% | |
10/16/2024 | Bleakley Financial Group LLC | 5,706 | $1.21M | 0.0% | -12.1% | 0.039% | |
10/16/2024 | Cornerstone Wealth Management LLC | 2,146 | $454K | 0.0% | -2.9% | 0.014% | |
10/11/2024 | Creative Planning | 27,150 | $5.74M | 0.0% | -8.8% | 0.183% | |
10/11/2024 | CX Institutional | 2,476 | $524K | 0.0% | N/A | 0.017% | |
10/11/2024 | Armstrong Advisory Group Inc. | 361 | $76K | 0.0% | -12.0% | 0.002% | |
10/10/2024 | Koshinski Asset Management Inc. | 1,412 | $299K | 0.0% | N/A | 0.010% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 3,214 | $682K | 0.0% | +7.7% | 0.022% | |
10/10/2024 | Retirement Planning Group LLC | 1,392 | $294K | 0.0% | -38.1% | 0.009% | |
10/10/2024 | City State Bank | 3,629 | $767K | 0.3% | -7.8% | 0.025% | |
10/8/2024 | Mather Group LLC. | 2,909 | $615K | 0.0% | -13.4% | 0.020% | |
10/7/2024 | SignalPoint Asset Management LLC | 1,009 | $214K | 0.0% | N/A | 0.007% | |
10/3/2024 | Unique Wealth LLC | 978 | $207K | 0.0% | N/A | 0.007% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 9,784 | $2.07M | 0.1% | +1.5% | 0.066% | |
10/1/2024 | Park National Corp OH | 8,137 | $1.72M | 0.1% | -3.3% | 0.055% | |
9/23/2024 | Centaurus Financial Inc. | 6,085 | $1.17M | 0.1% | -2.6% | 0.041% | |
9/20/2024 | Anchor Investment Management LLC | 2,770 | $534K | 0.1% | -75.9% | 0.019% | |
9/5/2024 | Sanctuary Advisors LLC | 7,587 | $1.49M | 0.0% | N/A | 0.051% | |
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8/22/2024 | Cetera Investment Advisers | 104,996 | $20.23M | 0.0% | -7.3% | 0.709% | |
8/21/2024 | Truist Financial Corp | 6,612 | $1.27M | 0.0% | -13.5% | 0.045% | |
8/19/2024 | Hershey Financial Advisers LLC | 8,374 | $1.61M | 1.4% | N/A | 0.057% | |
8/19/2024 | EP Wealth Advisors LLC | 2,218 | $427K | 0.0% | +2.5% | 0.015% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 391,324 | $75.39M | 0.1% | +95.8% | 2.642% | |
8/16/2024 | Creative Planning | 29,756 | $5.73M | 0.0% | -1.6% | 0.201% | |
8/16/2024 | Full Sail Capital LLC | 19,348 | $3.73M | 0.3% | -1.9% | 0.131% | |
8/15/2024 | The Manufacturers Life Insurance Company | 287,750 | $55.43M | 0.1% | +2.9% | 1.943% | |
8/15/2024 | Trinity Legacy Partners LLC | 5,785 | $1.11M | 0.3% | -13.3% | 0.039% | |
8/14/2024 | Resources Management Corp CT ADV | 27,191 | $5.24M | 0.8% | -2.5% | 0.184% | |