1/21/2025 | Cornerstone Wealth Management LLC | 9,693 | $1.03M | 0.1% | N/A | 0.037% | |
1/17/2025 | Janney Montgomery Scott LLC | 76,979 | $8.16M | 0.0% | +1.7% | 0.294% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 3,396 | $360K | 0.0% | -5.8% | 0.013% | |
1/17/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 136,300 | $14.45M | 6.4% | +3.8% | 0.521% | |
1/17/2025 | Atomi Financial Group Inc. | 2,619 | $278K | 0.0% | N/A | 0.010% | |
1/16/2025 | Flower City Capital | 30,292 | $3.21M | 2.0% | -10.2% | 0.116% | |
1/16/2025 | Financial Freedom LLC | 5,286 | $561K | 0.3% | -2.7% | 0.020% | |
1/16/2025 | Diversify Advisory Services LLC | 3,118 | $324K | 0.0% | -31.4% | 0.012% | |
1/16/2025 | Diversify Wealth Management LLC | 3,148 | $327K | 0.0% | N/A | 0.012% | |
1/15/2025 | Orgel Wealth Management LLC | 1,629,934 | $172.84M | 4.5% | +1.1% | 6.233% | |
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1/15/2025 | Financial Management Professionals Inc. | 51,765 | $5.49M | 0.7% | +470,490.9% | 0.198% | |
1/15/2025 | Ameritas Advisory Services LLC | 2,243 | $238K | 0.0% | +17.1% | 0.009% | |
1/15/2025 | Merit Financial Group LLC | 3,185 | $338K | 0.0% | -4.4% | 0.012% | |
1/15/2025 | Householder Group Estate & Retirement Specialist LLC | 846 | $89K | 0.1% | -58.8% | 0.003% | |
1/14/2025 | Sebold Capital Management Inc. | 44,610 | $4.73M | 3.2% | -3.7% | 0.171% | |
1/14/2025 | Essex Savings Bank | 3,104 | $329K | 0.1% | -20.3% | 0.012% | |
1/14/2025 | Keeler & Nadler Financial Planning & Wealth Management | 3,557 | $377K | 0.2% | -22.8% | 0.014% | |
1/14/2025 | Wiser Wealth Management Inc | 122,650 | $13.01M | 3.7% | +1.0% | 0.469% | |
1/14/2025 | Breakwater Capital Group | 13,924 | $1.48M | 0.3% | +2.3% | 0.053% | |
1/13/2025 | BCS Wealth Management | 17,324 | $1.84M | 0.5% | N/A | 0.066% | |
1/13/2025 | AdvisorNet Financial Inc | 71,519 | $7.58M | 0.6% | +25.0% | 0.273% | |
1/13/2025 | Miracle Mile Advisors LLC | 12,653 | $1.34M | 0.0% | -3.2% | 0.048% | |
1/13/2025 | Kieckhefer Group LLC | 7,908 | $839K | 0.5% | N/A | 0.030% | |
12/26/2024 | JPMorgan Chase & Co. | 82,918 | $8.97M | 0.0% | +41.4% | 0.317% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 2,223 | $239K | 0.0% | -61.5% | 0.009% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 24,272 | $2.63M | 1.7% | +6.8% | 0.093% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,906 | $314K | 0.0% | N/A | 0.011% | |
11/25/2024 | Sanctuary Advisors LLC | 2,028 | $235K | 0.0% | N/A | 0.008% | |
11/18/2024 | Soltis Investment Advisors LLC | 5,939 | $642K | 0.1% | -73.7% | 0.023% | |
11/18/2024 | Coldstream Capital Management Inc. | 5,161 | $558K | 0.0% | -1.8% | 0.020% | |
11/15/2024 | Valued Retirements Inc. | 2,076 | $225K | 0.3% | N/A | 0.008% | |
11/15/2024 | Executive Wealth Management LLC | 5,520 | $597K | 0.0% | N/A | 0.021% | |
11/15/2024 | Geller Advisors LLC | 11,873 | $1.28M | 0.1% | +25.2% | 0.045% | |
11/15/2024 | MML Investors Services LLC | 48,787 | $5.28M | 0.0% | -42.2% | 0.187% | |
11/15/2024 | EP Wealth Advisors LLC | 36,725 | $3.97M | 0.0% | +2,297.2% | 0.140% | |
11/15/2024 | Stifel Financial Corp | 42,803 | $4.63M | 0.0% | -1.2% | 0.164% | |
11/15/2024 | HighTower Advisors LLC | 29,621 | $3.21M | 0.0% | -0.8% | 0.113% | |
11/14/2024 | Captrust Financial Advisors | 2,332 | $252K | 0.0% | +4.5% | 0.009% | |
11/14/2024 | Rockefeller Capital Management L.P. | 44,819 | $4.85M | 0.0% | +1.1% | 0.171% | |
11/14/2024 | Hantz Financial Services Inc. | 15,425 | $1.67M | 0.0% | +77,025.0% | 0.059% | |
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11/13/2024 | D.A. Davidson & CO. | 23,695 | $2.56M | 0.0% | -2.9% | 0.091% | |
11/12/2024 | Centaurus Financial Inc. | 4,584 | $496K | 0.0% | +158.4% | 0.018% | |
11/12/2024 | Larson Financial Group LLC | 1,118 | $121K | 0.0% | -9.2% | 0.004% | |
11/12/2024 | Cerity Partners LLC | 421,478 | $45.60M | 0.1% | +0.7% | 1.612% | |
11/12/2024 | Great Valley Advisor Group Inc. | 9,546 | $1.03M | 0.0% | +7.9% | 0.037% | |
11/12/2024 | Thompson Siegel & Walmsley LLC | 19,226 | $2.08M | 0.0% | -0.9% | 0.074% | |
11/9/2024 | Cypress Capital Group | 2,000 | $216K | 0.0% | N/A | 0.008% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 14,267 | $1.54M | 0.8% | +5.4% | 0.055% | |
11/8/2024 | Grant Street Asset Management Inc. | 10,490 | $1.14M | 0.3% | +57.0% | 0.040% | |
11/7/2024 | Belmont Capital LLC | 16,051 | $1.74M | 0.3% | N/A | 0.061% | |
11/7/2024 | Pathstone Holdings LLC | 34,758 | $3.76M | 0.0% | +114.8% | 0.133% | |
11/7/2024 | EQ LLC | 34,111 | $3.69M | 1.8% | +14.7% | 0.130% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 8,216 | $889K | 0.3% | -1.2% | 0.031% | |
11/6/2024 | Frazier Financial Advisors LLC | 584 | $63K | 0.0% | -52.7% | 0.002% | |
11/6/2024 | Coastline Trust Co | 19,435 | $2.10M | 0.2% | +20.4% | 0.074% | |
11/6/2024 | Pinnacle Financial Partners Inc | 90,654 | $9.81M | 0.2% | +1.1% | 0.347% | |
11/5/2024 | Hemenway Trust Co LLC | 2,457 | $266K | 0.0% | N/A | 0.009% | |
11/5/2024 | Savvy Advisors Inc. | 12,779 | $1.38M | 0.3% | N/A | 0.049% | |
11/5/2024 | Harbour Investments Inc. | 38,440 | $4.16M | 0.1% | +6.6% | 0.147% | |
11/4/2024 | 1900 Wealth Management LLC | 21,319 | $2.16M | 0.2% | +2.9% | 0.082% | |
11/4/2024 | Axxcess Wealth Management LLC | 16,729 | $1.81M | 0.0% | +4.8% | 0.064% | |
11/2/2024 | 17 Capital Partners LLC | 5,237 | $567K | 0.4% | +29.1% | 0.020% | |
11/2/2024 | Mach 1 Financial Group LLC | 4,229 | $457K | 0.3% | +4.7% | 0.016% | |
11/1/2024 | Essex Savings Bank | 3,895 | $421K | 0.1% | N/A | 0.015% | |
11/1/2024 | Fairway Wealth LLC | 14,314 | $1.55M | 0.7% | -8.1% | 0.055% | |
11/1/2024 | Assetmark Inc. | 616 | $67K | 0.0% | +20.3% | 0.002% | |
11/1/2024 | Source Financial Advisors LLC | 7,456 | $807K | 0.2% | +1.7% | 0.029% | |
10/31/2024 | Concurrent Investment Advisors LLC | 53,698 | $5.81M | 0.2% | +150.5% | 0.205% | |
10/30/2024 | 1834 Investment Advisors Co. | 4,327 | $468K | 0.1% | -46.2% | 0.017% | |
10/30/2024 | Flagship Private Wealth LLC | 11,652 | $1.26M | 0.6% | +51.6% | 0.045% | |
10/29/2024 | Janney Montgomery Scott LLC | 75,698 | $8.19M | 0.0% | -4.9% | 0.289% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 15,561 | $1.68M | 0.1% | +0.7% | 0.060% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 2,001 | $216K | 0.0% | N/A | 0.008% | |
10/28/2024 | Lebenthal Global Advisors LLC | 56,575 | $6.12M | 1.2% | +3.6% | 0.216% | |
10/28/2024 | William Howard & Co Financial Advisors Inc | 1,959 | $212K | 0.2% | N/A | 0.007% | |
10/28/2024 | O ROURKE & COMPANY Inc | 4,723 | $511K | 0.3% | +6.6% | 0.018% | |
10/28/2024 | HM Payson & Co. | 18,867 | $2.04M | 0.0% | +12.6% | 0.072% | |
10/25/2024 | Valmark Advisers Inc. | 15,765 | $1.71M | 0.0% | -1.3% | 0.060% | |
10/25/2024 | Davidson Capital Management Inc. | 65,529 | $7.09M | 2.0% | +43.8% | 0.251% | |
10/25/2024 | Diversify Advisory Services LLC | 4,542 | $486K | 0.0% | -2.8% | 0.017% | |
10/24/2024 | Taylor & Morgan Wealth Management LLC | 5,695 | $616K | 0.4% | -5.0% | 0.022% | |
10/24/2024 | Anson Capital Inc. | 13,439 | $1.45M | 1.3% | -0.8% | 0.051% | |
10/24/2024 | TCV Trust & Wealth Management Inc. | 155,087 | $16.78M | 1.5% | +0.1% | 0.593% | |
10/23/2024 | Allworth Financial LP | 8,626 | $933K | 0.0% | -1.8% | 0.033% | |
10/22/2024 | Rebalance LLC | 18,216 | $1.97M | 0.1% | +2.5% | 0.070% | |
10/22/2024 | Greenleaf Trust | 12,122 | $1.31M | 0.0% | -2.1% | 0.046% | |
10/22/2024 | Macroview Investment Management LLC | 3,667 | $397K | 0.4% | -7.5% | 0.014% | |
10/22/2024 | Private Advisor Group LLC | 43,728 | $4.73M | 0.0% | -0.7% | 0.167% | |
10/22/2024 | Sebold Capital Management Inc. | 46,332 | $5.01M | 3.3% | -12.7% | 0.177% | |
10/22/2024 | Sierra Capital LLC | 22,915 | $2.48M | 0.3% | -33.4% | 0.088% | |
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10/21/2024 | Foundations Investment Advisors LLC | 12,084 | $1.31M | 0.0% | +40.9% | 0.046% | |
10/19/2024 | OLD National Bancorp IN | 142,123 | $15.38M | 0.4% | +7.4% | 0.543% | |
10/18/2024 | Commonwealth Equity Services LLC | 294,518 | $31.86M | 0.0% | -4.6% | 1.126% | |
10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 131,300 | $14.20M | 7.3% | -11.5% | 0.502% | |
10/18/2024 | Raymond James & Associates | 152,961 | $16.55M | 0.0% | +3.8% | 0.585% | |
10/17/2024 | Orgel Wealth Management LLC | 1,612,521 | $174.44M | 4.4% | -14.9% | 6.166% | |
10/16/2024 | Ironwood Financial llc | 4,014 | $434K | 0.1% | -8.0% | 0.015% | |
10/16/2024 | Sunpointe LLC | 4,482 | $485K | 0.4% | +18.5% | 0.017% | |
10/16/2024 | Stage Harbor Financial LLC | 3,895 | $419K | 0.4% | N/A | 0.015% | |
10/15/2024 | PFG Advisors | 23,076 | $2.50M | 0.2% | +2.1% | 0.088% | |