11/21/2024 | Anchor Investment Management LLC | 10,265 | $2.67M | 0.3% | +2.4% | 0.047% | |
11/19/2024 | Invst LLC | 34,089 | $8.87M | 1.1% | -3.9% | 0.156% | |
11/19/2024 | M&T Bank Corp | 82,798 | $21.53M | 0.1% | -3.7% | 0.380% | |
11/15/2024 | M&T Bank Corp | 82,798 | $21.53M | 0.1% | -3.7% | 0.380% | |
11/15/2024 | MML Investors Services LLC | 11,411 | $2.97M | 0.0% | +6.2% | 0.052% | |
11/15/2024 | Orion Portfolio Solutions LLC | 3,319 | $863K | 0.0% | +4.7% | 0.015% | |
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11/15/2024 | EP Wealth Advisors LLC | 1,206 | $314K | 0.0% | +20.7% | 0.006% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 5,460 | $1.36M | 0.0% | +7.2% | 0.025% | |
11/15/2024 | Stifel Financial Corp | 156,487 | $40.70M | 0.0% | +6.5% | 0.718% | |
11/15/2024 | Quantinno Capital Management LP | 8,359 | $2.17M | 0.0% | +28.5% | 0.038% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 868 | $226K | 0.1% | -8.0% | 0.004% | |
11/15/2024 | IHT Wealth Management LLC | 1,741 | $453K | 0.0% | +13.2% | 0.008% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,433 | $1.41M | 0.0% | -27.5% | 0.025% | |
11/15/2024 | HighTower Advisors LLC | 90,961 | $23.67M | 0.0% | +3.9% | 0.417% | |
11/15/2024 | Hilltop Holdings Inc. | 1,703 | $443K | 0.0% | N/A | 0.008% | |
11/15/2024 | Community Bank N.A. | 4,400 | $1.14M | 0.1% | -1.1% | 0.020% | |
11/14/2024 | NCM Capital Management LLC | 1,755 | $456K | 0.2% | -2.8% | 0.008% | |
11/14/2024 | Captrust Financial Advisors | 9,184 | $2.39M | 0.0% | -6.2% | 0.042% | |
11/14/2024 | Rockefeller Capital Management L.P. | 100,183 | $26.04M | 0.1% | +20.7% | 0.460% | |
11/14/2024 | Fiduciary Trust Co | 2,674 | $695K | 0.0% | -8.3% | 0.012% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 111 | $29K | 0.0% | N/A | 0.001% | |
11/14/2024 | CreativeOne Wealth LLC | 770 | $200K | 0.0% | N/A | 0.004% | |
11/13/2024 | Glenmede Trust Co. NA | 3,254 | $846K | 0.0% | +1.4% | 0.015% | |
11/13/2024 | FMR LLC | 14,254 | $3.71M | 0.0% | +7.3% | 0.065% | |
11/13/2024 | D.A. Davidson & CO. | 6,774 | $1.76M | 0.0% | -0.9% | 0.031% | |
11/13/2024 | Private Trust Co. NA | 308 | $80K | 0.0% | +17.1% | 0.001% | |
11/13/2024 | Fisher Asset Management LLC | 7,242 | $1.88M | 0.0% | -2.4% | 0.033% | |
11/12/2024 | Centaurus Financial Inc. | 3,436 | $894K | 0.1% | -2.0% | 0.016% | |
11/12/2024 | Larson Financial Group LLC | 140 | $36K | 0.0% | +833.3% | 0.001% | |
11/12/2024 | One Charles Private Wealth Services LLC | 5,490 | $1.43M | 0.5% | +8.7% | 0.025% | |
11/12/2024 | Cerity Partners LLC | 6,998 | $1.82M | 0.0% | -11.1% | 0.032% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 7,793 | $2.03M | 0.0% | -4.7% | 0.036% | |
11/8/2024 | Stonebridge Financial Planning Group LLC | 2,525 | $657K | 0.3% | -6.3% | 0.012% | |
11/8/2024 | MTM Investment Management LLC | 475 | $123K | 0.0% | N/A | 0.002% | |
11/8/2024 | Counterweight Ventures LLC | 3,094 | $805K | 0.6% | -64.9% | 0.014% | |
11/8/2024 | PNC Financial Services Group Inc. | 50,927 | $13.25M | 0.0% | -2.8% | 0.234% | |
11/8/2024 | Prospera Financial Services Inc | 5,423 | $1.41M | 0.0% | -15.8% | 0.025% | |
11/7/2024 | Pathstone Holdings LLC | 16,005 | $4.16M | 0.0% | +0.2% | 0.073% | |
11/7/2024 | Strengthening Families & Communities LLC | 29,608 | $7.70M | 2.0% | +8.7% | 0.136% | |
11/6/2024 | KCM Investment Advisors LLC | 83,282 | $21.66M | 0.7% | +1.5% | 0.382% | |
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11/6/2024 | Bank of Marin | 833 | $217K | 0.2% | N/A | 0.004% | |
11/6/2024 | OneDigital Investment Advisors LLC | 1,841 | $479K | 0.0% | -32.3% | 0.008% | |
11/6/2024 | Huntington National Bank | 1,528 | $397K | 0.0% | +37.4% | 0.007% | |
11/6/2024 | Oppenheimer & Co. Inc. | 7,168 | $1.86M | 0.0% | -2.6% | 0.033% | |
11/5/2024 | Empower Advisory Group LLC | 75,275 | $19.58M | 0.1% | -1.0% | 0.345% | |
11/5/2024 | Harbour Investments Inc. | 4,286 | $1.12M | 0.0% | +0.9% | 0.020% | |
11/5/2024 | Fountainhead AM LLC | 1,101 | $286K | 0.1% | +17.5% | 0.005% | |
11/4/2024 | tru Independence LLC | 2,309 | $601K | 0.2% | +15.9% | 0.011% | |
11/4/2024 | Ashton Thomas Securities LLC | 8,510 | $2.21M | 0.4% | +8.1% | 0.039% | |
11/4/2024 | Sigma Planning Corp | 2,931 | $762K | 0.0% | +23.6% | 0.013% | |
11/1/2024 | Sheets Smith Wealth Management | 9,823 | $2.56M | 0.3% | -29.1% | 0.045% | |
11/1/2024 | Atria Investments Inc | 14,542 | $3.78M | 0.0% | -1.9% | 0.067% | |
11/1/2024 | Assetmark Inc. | 1,564 | $407K | 0.0% | +610.9% | 0.007% | |
11/1/2024 | CWA Asset Management Group LLC | 1,634 | $425K | 0.0% | N/A | 0.007% | |
11/1/2024 | Leavell Investment Management Inc. | 2,183 | $569K | 0.0% | -5.2% | 0.010% | |
11/1/2024 | Sonata Capital Group Inc. | 4,645 | $1.21M | 0.5% | +2.2% | 0.021% | |
10/31/2024 | Trinity Legacy Partners LLC | 40,479 | $10.79M | 2.5% | +10.2% | 0.186% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,504 | $2.21M | 0.1% | -5.5% | 0.039% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 48,779 | $12.69M | 2.7% | +0.2% | 0.224% | |
10/30/2024 | Madden Advisory Services Inc. | 6,788 | $1.77M | 0.8% | -2.3% | 0.031% | |
10/29/2024 | Janney Montgomery Scott LLC | 30,834 | $8.02M | 0.0% | N/A | 0.141% | |
10/29/2024 | Carmichael Hill & Associates Inc. | 1,591 | $414K | 0.1% | +8.8% | 0.007% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 3,549 | $923K | 0.1% | +7.2% | 0.016% | |
10/28/2024 | US Bancorp DE | 1,331 | $346K | 0.0% | +7.0% | 0.006% | |
10/25/2024 | Financial Advocates Investment Management | 650 | $169K | 0.0% | N/A | 0.003% | |
10/25/2024 | Pinnacle Associates Ltd. | 3,919 | $1.02M | 0.0% | +19.2% | 0.018% | |
10/25/2024 | Integrated Advisors Network LLC | 5,326 | $1.39M | 0.1% | -7.3% | 0.024% | |
10/25/2024 | Pallas Capital Advisors LLC | 975 | $254K | 0.0% | -25.6% | 0.004% | |
10/24/2024 | Salomon & Ludwin LLC | 14,078 | $3.66M | 0.4% | -7.3% | 0.065% | |
10/24/2024 | J.W. Cole Advisors Inc. | 42,602 | $11.08M | 0.5% | -1.2% | 0.195% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 29,388 | $7.64M | 0.0% | +715.0% | 0.135% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 9,864 | $2.57M | 0.1% | -1.9% | 0.045% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 2,086 | $543K | 0.3% | N/A | 0.010% | |
10/23/2024 | Brighton Jones LLC | 5,883 | $1.53M | 0.1% | +8.4% | 0.027% | |
10/22/2024 | Private Advisor Group LLC | 20,759 | $5.40M | 0.0% | -4.0% | 0.095% | |
10/22/2024 | Alexander Labrunerie & CO. Inc. | 2,827 | $735K | 0.3% | -9.8% | 0.013% | |
10/22/2024 | RBA Wealth Management LLC | 3,295 | $857K | 0.3% | +2.8% | 0.015% | |
10/21/2024 | Calton & Associates Inc. | 3,687 | $959K | 0.4% | -20.7% | 0.017% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,374 | $3.22M | 0.1% | -8.6% | 0.057% | |
10/21/2024 | Ledyard National Bank | 17,518 | $4.56M | 0.4% | -9.3% | 0.080% | |
10/21/2024 | Roof Eidam Maycock Peralta LLC | 780 | $203K | 0.1% | N/A | 0.004% | |
10/18/2024 | Cadent Capital Advisors LLC | 53,356 | $13.88M | 4.3% | +8.3% | 0.245% | |
10/18/2024 | Marks Wealth LLC | 43,975 | $11.44M | 4.9% | N/A | 0.202% | |
10/18/2024 | Harfst & Associates Inc. | 60,534 | $15.74M | 3.5% | +1.2% | 0.278% | |
10/18/2024 | ST Germain D J Co. Inc. | 345 | $90K | 0.0% | -16.9% | 0.002% | |
10/18/2024 | Raymond James & Associates | 122,647 | $31.90M | 0.0% | +22.3% | 0.563% | |
10/17/2024 | Joule Financial LLC | 9,688 | $2.53M | 0.9% | -3.0% | 0.044% | |
10/16/2024 | Bleakley Financial Group LLC | 4,830 | $1.26M | 0.0% | -11.2% | 0.022% | |
10/16/2024 | Cornerstone Wealth Management LLC | 782 | $203K | 0.0% | N/A | 0.004% | |
10/16/2024 | Curran Financial Partners LLC | 15,355 | $3.99M | 1.1% | -0.2% | 0.070% | |
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10/16/2024 | Destiny Wealth Partners LLC | 41,201 | $10.72M | 1.9% | -0.3% | 0.189% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 33,714 | $8.77M | 2.8% | -11.2% | 0.155% | |
10/15/2024 | Luts & Greenleigh Group Inc. | 776 | $202K | 0.2% | N/A | 0.004% | |
10/11/2024 | Creative Planning | 17,720 | $4.61M | 0.0% | +5.0% | 0.081% | |
10/11/2024 | High Net Worth Advisory Group LLC | 4,168 | $1.08M | 0.3% | +22.4% | 0.019% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 8,921 | $2.33M | 0.1% | +13.4% | 0.041% | |
10/10/2024 | City State Bank | 3,032 | $789K | 0.3% | +3.2% | 0.014% | |
10/9/2024 | Maltin Wealth Management Inc. | 15,927 | $4.14M | 2.0% | +2.4% | 0.073% | |
10/9/2024 | Financial Advisory Partners LLC | 16,930 | $4.40M | 1.5% | +1.4% | 0.078% | |
10/8/2024 | CWM LLC | 1,019 | $265K | 0.0% | -29.1% | 0.005% | |