11/19/2024 | Barclays PLC | 12,661 | $992K | 0.0% | N/A | 0.013% | |
11/18/2024 | TD Private Client Wealth LLC | 6,876 | $539K | 0.0% | +949.8% | 0.007% | |
11/18/2024 | Coldstream Capital Management Inc. | 4,029 | $316K | 0.0% | +24.2% | 0.004% | |
11/15/2024 | Barclays PLC | 12,661 | $992K | 0.0% | N/A | 0.013% | |
11/15/2024 | MML Investors Services LLC | 22,182 | $1.74M | 0.0% | -9.9% | 0.023% | |
11/15/2024 | Jane Street Group LLC | 522,174 | $40.93M | 0.0% | -64.7% | 0.547% | |
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11/15/2024 | Stifel Financial Corp | 162,879 | $12.77M | 0.0% | +5.3% | 0.171% | |
11/15/2024 | IHT Wealth Management LLC | 17,685 | $1.39M | 0.0% | +92.8% | 0.019% | |
11/15/2024 | HighTower Advisors LLC | 950,196 | $74.49M | 0.1% | +0.8% | 0.995% | |
11/15/2024 | Hilltop Holdings Inc. | 7,498 | $588K | 0.0% | N/A | 0.008% | |
11/14/2024 | Flow Traders U.S. LLC | 84,292 | $6.61M | 0.3% | N/A | 0.088% | |
11/14/2024 | Arete Wealth Advisors LLC | 2,693 | $211K | 0.0% | N/A | 0.003% | |
11/14/2024 | Rockefeller Capital Management L.P. | 86,335 | $6.77M | 0.0% | -15.5% | 0.090% | |
11/13/2024 | Freedom Investment Management Inc. | 5,856 | $459K | 0.0% | -11.3% | 0.006% | |
11/13/2024 | BNP Paribas Financial Markets | 215,600 | $16.90M | 0.0% | +181.8% | 0.226% | |
11/13/2024 | FMR LLC | 14,146 | $1.11M | 0.0% | +27.2% | 0.015% | |
11/13/2024 | Private Trust Co. NA | 8,678 | $680K | 0.1% | -2.3% | 0.009% | |
11/13/2024 | Estate Counselors LLC | 8,718 | $683K | 0.1% | N/A | 0.009% | |
11/12/2024 | Capital Investment Counsel LLC | 81,233 | $6.37M | 1.1% | +2.6% | 0.085% | |
11/12/2024 | Penserra Capital Management LLC | 363,366 | $28.48M | 0.6% | +750.3% | 0.380% | |
11/12/2024 | One Charles Private Wealth Services LLC | 4,613 | $362K | 0.1% | -75.9% | 0.005% | |
11/12/2024 | Cerity Partners LLC | 133,149 | $10.44M | 0.0% | +282.3% | 0.139% | |
11/12/2024 | GenTrust LLC | 1,059,127 | $83.03M | 4.1% | +6.9% | 1.109% | |
11/12/2024 | Nwam LLC | 5,559 | $436K | 0.0% | N/A | 0.006% | |
11/12/2024 | Meridian Wealth Management LLC | 46,753 | $3.67M | 0.2% | N/A | 0.049% | |
11/12/2024 | Raymond James Trust N.A. | 34,990 | $2.74M | 0.1% | +1.7% | 0.037% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,543,360 | $120.98M | 0.0% | +0.8% | 1.616% | |
11/12/2024 | Smithfield Trust Co | 646,077 | $50.60M | 2.5% | +0.2% | 0.676% | |
11/8/2024 | Etfidea LLC | 15,864 | $1.24M | 0.4% | -2.0% | 0.017% | |
11/8/2024 | First Horizon Advisors Inc. | 504 | $40K | 0.0% | -27.7% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 196,945 | $15.44M | 0.0% | -2.0% | 0.206% | |
11/7/2024 | Elm Partners Management LLC | 953,907 | $74.78M | 5.2% | +19.3% | 0.999% | |
11/7/2024 | TrinityPoint Wealth LLC | 104,098 | $8.16M | 1.2% | +7.7% | 0.109% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 33,708 | $2.64M | 0.7% | N/A | 0.035% | |
11/6/2024 | OneDigital Investment Advisors LLC | 2,674 | $210K | 0.0% | N/A | 0.003% | |
11/6/2024 | MeadowBrook Investment Advisors LLC | 1,165 | $91K | 0.1% | +3,430.3% | 0.001% | |
11/6/2024 | Cornerstone Planning Group LLC | 761 | $57K | 0.0% | -15.4% | 0.001% | |
11/5/2024 | Haverford Trust Co | 1,011,615 | $79.30M | 0.8% | -0.1% | 1.059% | |
11/5/2024 | Victory Capital Management Inc. | 1,434,545 | $112.45M | 0.1% | +7.1% | 1.502% | |
11/5/2024 | Private Wealth Advisors LLC | 96,523 | $7.55M | 2.9% | -14.4% | 0.101% | |
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11/5/2024 | Prime Capital Investment Advisors LLC | 749,414 | $58.75M | 0.8% | +0.0% | 0.784% | |
11/5/2024 | Savvy Advisors Inc. | 3,215 | $252K | 0.1% | +7.6% | 0.003% | |
11/5/2024 | Harbour Investments Inc. | 61,411 | $4.81M | 0.1% | +9.3% | 0.064% | |
11/5/2024 | Apollon Wealth Management LLC | 13,345 | $1.05M | 0.0% | -2.1% | 0.014% | |
11/4/2024 | Addison Advisors LLC | 33,911 | $2.66M | 0.7% | +3.2% | 0.035% | |
11/4/2024 | Ashton Thomas Securities LLC | 9,683 | $759K | 0.1% | +8.9% | 0.010% | |
11/4/2024 | 1900 Wealth Management LLC | 100,338 | $7.63M | 0.7% | N/A | 0.105% | |
11/1/2024 | Atria Investments Inc | 87,574 | $6.87M | 0.1% | +6.1% | 0.092% | |
11/1/2024 | Resolute Advisors LLC | 30,062 | $2.36M | 0.5% | +0.9% | 0.031% | |
11/1/2024 | Assetmark Inc. | 780,391 | $61.18M | 0.2% | +1.6% | 0.817% | |
11/1/2024 | Verdence Capital Advisors LLC | 8,785 | $689K | 0.1% | -5.4% | 0.009% | |
10/31/2024 | Montecito Bank & Trust | 13,398 | $1.05M | 0.2% | +10.5% | 0.014% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 88,369 | $6.93M | 1.4% | +0.5% | 0.093% | |
10/31/2024 | Graypoint LLC | 5,890 | $462K | 0.0% | -44.7% | 0.006% | |
10/31/2024 | Concurrent Investment Advisors LLC | 13,694 | $1.07M | 0.0% | +3.7% | 0.014% | |
10/30/2024 | United Advisor Group LLC | 3,895 | $305K | 0.1% | N/A | 0.004% | |
10/29/2024 | GFS Advisors LLC | 14,088 | $1.10M | 0.2% | +6.8% | 0.015% | |
10/29/2024 | Janney Montgomery Scott LLC | 4,156,650 | $325.84M | 0.9% | +2.5% | 4.351% | |
10/29/2024 | Key Financial Inc | 1,830 | $143K | 0.0% | -24.7% | 0.002% | |
10/29/2024 | Phillips Wealth Planners LLC | 18,848 | $1.45M | 1.4% | +5.1% | 0.020% | |
10/28/2024 | Addis & Hill Inc | 132,103 | $10.36M | 7.9% | +0.7% | 0.138% | |
10/28/2024 | Stephens Inc. AR | 33,931 | $2.66M | 0.0% | -25.4% | 0.036% | |
10/28/2024 | US Bancorp DE | 1,203 | $94K | 0.0% | +81.2% | 0.001% | |
10/25/2024 | WestEnd Advisors LLC | 4,113,958 | $322.49M | 7.9% | +6.5% | 4.306% | |
10/24/2024 | Nisa Investment Advisors LLC | 94,000 | $7.37M | 0.0% | -44.8% | 0.098% | |
10/24/2024 | Hibernia Wealth Partners LLC | 6,216 | $487K | 0.1% | N/A | 0.007% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 19,716 | $1.55M | 0.0% | -9.1% | 0.021% | |
10/24/2024 | Cooksen Wealth LLC | 30,396 | $2.38M | 2.2% | +7.4% | 0.032% | |
10/23/2024 | CWC Advisors LLC. | 9,213 | $722K | 0.7% | N/A | 0.010% | |
10/23/2024 | Ballentine Partners LLC | 346,570 | $27.17M | 0.5% | +1.1% | 0.363% | |
10/23/2024 | Dakota Wealth Management | 9,801 | $768K | 0.0% | +3.6% | 0.010% | |
10/23/2024 | Tanager Wealth Management LLP | 256,999 | $20.15M | 2.7% | +4.7% | 0.269% | |
10/22/2024 | International Assets Investment Management LLC | 87,954 | $6.90M | 0.0% | +7,739.0% | 0.092% | |
10/22/2024 | Private Advisor Group LLC | 22,600 | $1.77M | 0.0% | +8.9% | 0.024% | |
10/21/2024 | Ledyard National Bank | 86,904 | $6.81M | 0.6% | -2.2% | 0.091% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 112,204 | $8.80M | 0.0% | N/A | 0.117% | |
10/18/2024 | Integris Wealth Management LLC | 94,859 | $7.44M | 2.1% | -0.7% | 0.099% | |
10/18/2024 | Raymond James & Associates | 3,750,770 | $294.02M | 0.2% | +4.5% | 3.926% | |
10/18/2024 | Blue Trust Inc. | 166,400 | $12.34M | 0.2% | +2.0% | 0.174% | |
10/17/2024 | Aaron Wealth Advisors LLC | 5,001 | $392K | 0.0% | -6.1% | 0.005% | |
10/16/2024 | Bleakley Financial Group LLC | 31,054 | $2.43M | 0.1% | -1.1% | 0.033% | |
10/16/2024 | Provident Wealth Management LLC | 1,107 | $87K | 0.0% | N/A | 0.001% | |
10/16/2024 | Vontobel Holding Ltd. | 16,617 | $1.30M | 0.0% | -0.9% | 0.017% | |
10/11/2024 | Creative Planning | 212,009 | $16.62M | 0.0% | -1.8% | 0.222% | |
10/11/2024 | Harrell Investment Partners LLC | 26,834 | $2.10M | 0.6% | -62.3% | 0.028% | |
10/11/2024 | Oliver Luxxe Assets LLC | 37,884 | $2.97M | 0.5% | +11.2% | 0.040% | |
10/10/2024 | Zeit Capital LLC | 99,177 | $7.78M | 6.0% | -0.7% | 0.104% | |
10/10/2024 | Simplicity Wealth LLC | 17,685 | $1.39M | 0.1% | -63.7% | 0.019% | |
10/10/2024 | Fiduciary Financial Group LLC | 11,994 | $929K | 0.2% | +6.3% | 0.013% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 28,730 | $2.25M | 0.8% | +19.4% | 0.030% | |
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10/9/2024 | Moller Wealth Partners | 102,661 | $8.05M | 2.0% | +0.5% | 0.107% | |
10/9/2024 | Money Design Co. Ltd. | 10,318 | $809K | 0.0% | -14.8% | 0.011% | |
10/9/2024 | Marcum Wealth LLC | 5,603 | $439K | 0.0% | -13.3% | 0.006% | |
10/8/2024 | Rockingstone Advisors LLC | 12,365 | $969K | 0.5% | +1.5% | 0.013% | |
10/8/2024 | Atomi Financial Group Inc. | 4,510 | $354K | 0.0% | +9.8% | 0.005% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 47,505 | $3.72M | 0.1% | +0.7% | 0.050% | |
10/8/2024 | Mather Group LLC. | 4,459,339 | $349.57M | 4.5% | -5.7% | 4.668% | |
10/5/2024 | Collective Family Office LLC | 5,635 | $442K | 0.1% | -22.5% | 0.006% | |
10/3/2024 | Presilium Private Wealth LLC | 318,214 | $24.95M | 5.7% | +4.6% | 0.333% | |
10/3/2024 | Park Avenue Securities LLC | 11,161 | $875K | 0.0% | +5.4% | 0.012% | |