1/17/2025 | Avior Wealth Management LLC | 1,880 | $307K | 0.0% | -8.8% | 0.005% | |
1/17/2025 | Mutual Advisors LLC | 5,043 | $857K | 0.0% | -4.7% | 0.014% | |
1/17/2025 | Janney Montgomery Scott LLC | 30,759 | $5.03M | 0.0% | -60.2% | 0.085% | |
1/17/2025 | Baker Ellis Asset Management LLC | 6,800 | $1.11M | 0.2% | -2.9% | 0.019% | |
1/17/2025 | Sharp Financial Services LLC | 2,200 | $360K | 0.3% | +4.8% | 0.006% | |
1/17/2025 | Dakota Wealth Management | 28,695 | $4.69M | 0.1% | -2.4% | 0.080% | |
1/17/2025 | Roberts Wealth Advisors LLC | 1,679 | $279K | 0.1% | N/A | 0.005% | |
1/17/2025 | Wall Street Financial Group Inc. | 8,817 | $1.44M | 1.4% | +19.2% | 0.024% | |
1/17/2025 | Alpha Cubed Investments LLC | 1,486 | $243K | 0.0% | -7.8% | 0.004% | |
1/16/2025 | Royal Fund Management LLC | 23,130 | $3.83M | 0.4% | +8.2% | 0.064% | |
|
1/16/2025 | Ballentine Partners LLC | 2,223 | $363K | 0.0% | N/A | 0.006% | |
1/16/2025 | Tudor Financial Inc. | 4,242 | $693K | 0.4% | -13.3% | 0.012% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 12,498 | $2.04M | 0.1% | -1.8% | 0.035% | |
1/16/2025 | Maltin Wealth Management Inc. | 4,248 | $694K | 0.3% | +1.5% | 0.012% | |
1/16/2025 | Diversify Wealth Management LLC | 3,014 | $491K | 0.0% | -15.5% | 0.008% | |
1/16/2025 | City Holding Co. | 388 | $63K | 0.0% | -13.4% | 0.001% | |
1/15/2025 | Joule Financial LLC | 12,750 | $2.08M | 0.7% | +7.6% | 0.035% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 1,622 | $265K | 0.0% | N/A | 0.005% | |
1/15/2025 | Ameritas Advisory Services LLC | 12,499 | $2.04M | 0.1% | +18.1% | 0.035% | |
1/15/2025 | Trust Co. of Vermont | 1,715 | $280K | 0.0% | N/A | 0.005% | |
1/15/2025 | Merit Financial Group LLC | 2,632 | $430K | 0.0% | +17.6% | 0.007% | |
1/15/2025 | Saxon Interests Inc. | 7,381 | $1.21M | 0.5% | +1.3% | 0.021% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 1,578 | $258K | 0.0% | -20.7% | 0.004% | |
1/15/2025 | Goldstone Financial Group LLC | 30,892 | $5.05M | 0.8% | +10.8% | 0.086% | |
1/15/2025 | Retireful LLC | 15,616 | $2.55M | 1.4% | +16.7% | 0.043% | |
1/14/2025 | SignalPoint Asset Management LLC | 1,238 | $202K | 0.0% | -8.7% | 0.003% | |
1/14/2025 | Founders Grove Wealth Partners LLC | 7,256 | $1.19M | 0.3% | N/A | 0.020% | |
1/14/2025 | Meridian Financial Partners LLC | 3,092 | $505K | 0.3% | +14.9% | 0.009% | |
1/14/2025 | Park Avenue Securities LLC | 2,621 | $428K | 0.0% | N/A | 0.007% | |
1/14/2025 | Sharper & Granite LLC | 10,530 | $1.72M | 0.8% | -1.9% | 0.029% | |
1/14/2025 | Myecfo LLC | 2,472 | $404K | 0.2% | +11.8% | 0.007% | |
1/14/2025 | MRA Advisory Group | 19,205 | $3.14M | 1.7% | N/A | 0.053% | |
1/13/2025 | Bridge Creek Capital Management LLC | 2,774 | $453K | 0.1% | +28.2% | 0.008% | |
1/13/2025 | Brookstone Capital Management | 8,122 | $1.33M | 0.0% | +14.5% | 0.023% | |
1/13/2025 | City State Bank | 5,476 | $895K | 0.3% | +1.9% | 0.015% | |
1/13/2025 | Matrix Trust Co | 5,075 | $829K | 0.1% | +5.4% | 0.014% | |
1/10/2025 | Tilia Fiduciary Partners Inc. | 2,847 | $465K | 0.3% | +3.0% | 0.008% | |
1/10/2025 | Praetorian Wealth Management Inc. | 1,258 | $206K | 0.1% | N/A | 0.003% | |
1/8/2025 | Legacy Private Trust Co. | 1,684 | $275K | 0.0% | N/A | 0.005% | |
1/8/2025 | International Assets Investment Management LLC | 5,641 | $928K | 0.0% | N/A | 0.016% | |
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1/8/2025 | Weaver Consulting Group | 1,307 | $214K | 0.1% | N/A | 0.004% | |
1/3/2025 | GAMMA Investing LLC | 397 | $65K | 0.0% | +4,862.5% | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 37,739 | $6.57M | 0.0% | -6.7% | 0.105% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 17,524 | $3.07M | 0.1% | -5.2% | 0.049% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 181 | $32K | 0.0% | N/A | 0.001% | |
11/25/2024 | Optimist Retirement Group LLC | 1,301 | $226K | 0.1% | N/A | 0.004% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 20,400 | $3.55M | 0.1% | N/A | 0.057% | |
11/25/2024 | World Investment Advisors LLC | 2,178 | $379K | 0.0% | N/A | 0.006% | |
11/21/2024 | Anchor Investment Management LLC | 5,522 | $961K | 0.1% | +7.2% | 0.015% | |
11/21/2024 | Tudor Financial Inc. | 4,895 | $852K | 0.5% | N/A | 0.014% | |
11/19/2024 | Invst LLC | 49,672 | $8.65M | 1.0% | +3,335.1% | 0.138% | |
11/18/2024 | TD Private Client Wealth LLC | 167 | $29K | 0.0% | -69.3% | 0.000% | |
11/18/2024 | Unconventional Investor LLC | 82,913 | $14.43M | 9.0% | -4.8% | 0.230% | |
11/18/2024 | Twin Lakes Capital Management LLC | 175 | $30K | 0.0% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 28,875 | $5.03M | 0.0% | -5.5% | 0.080% | |
11/15/2024 | Executive Wealth Management LLC | 2,331 | $406K | 0.0% | N/A | 0.006% | |
11/15/2024 | Continuum Advisory LLC | 1,056 | $178K | 0.0% | +30.5% | 0.003% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 8,140 | $1.42M | 0.5% | +3.8% | 0.023% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 12,611 | $2.20M | 0.6% | +26.7% | 0.035% | |
11/15/2024 | MML Investors Services LLC | 62,624 | $10.90M | 0.0% | +0.3% | 0.174% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,138 | $894K | 0.0% | -21.9% | 0.014% | |
11/15/2024 | Glen Eagle Advisors LLC | 9,639 | $1.68M | 0.3% | -4.7% | 0.027% | |
11/15/2024 | EP Wealth Advisors LLC | 6,912 | $1.20M | 0.0% | +1.0% | 0.019% | |
11/15/2024 | Stifel Financial Corp | 75,284 | $13.10M | 0.0% | +18.9% | 0.209% | |
11/15/2024 | SWAN Capital LLC | 64,352 | $11.20M | 5.5% | +17.1% | 0.179% | |
11/15/2024 | Quantinno Capital Management LP | 1,760 | $306K | 0.0% | N/A | 0.005% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 1,446 | $252K | 0.1% | N/A | 0.004% | |
11/15/2024 | IHT Wealth Management LLC | 5,204 | $907K | 0.0% | +14.4% | 0.014% | |
11/15/2024 | Integrated Wealth Concepts LLC | 20,169 | $3.51M | 0.0% | +53.0% | 0.056% | |
11/15/2024 | HighTower Advisors LLC | 27,944 | $4.83M | 0.0% | +88.5% | 0.078% | |
11/15/2024 | Hilltop Holdings Inc. | 1,939 | $337K | 0.0% | N/A | 0.005% | |
11/14/2024 | Captrust Financial Advisors | 195,762 | $34.07M | 0.1% | +31.0% | 0.544% | |
11/14/2024 | Rockefeller Capital Management L.P. | 204,391 | $35.57M | 0.1% | -3.5% | 0.568% | |
11/14/2024 | Carl P. Sherr & Co. LLC | 7,456 | $1.30M | 0.7% | +3.7% | 0.021% | |
11/14/2024 | Fiduciary Trust Co | 12,685 | $2.21M | 0.0% | -3.4% | 0.035% | |
11/14/2024 | National Wealth Management Group LLC | 4,063 | $707K | 0.5% | -4.1% | 0.011% | |
11/14/2024 | CreativeOne Wealth LLC | 1,342 | $234K | 0.0% | N/A | 0.004% | |
11/13/2024 | Glenmede Trust Co. NA | 1,518 | $264K | 0.0% | +11.1% | 0.004% | |
11/13/2024 | Freedom Investment Management Inc. | 27,731 | $4.83M | 0.4% | -27.1% | 0.077% | |
11/13/2024 | BNP Paribas Financial Markets | 5,837 | $1.02M | 0.0% | +6,687.2% | 0.016% | |
11/13/2024 | FMR LLC | 7,679 | $1.34M | 0.0% | +28.3% | 0.021% | |
11/13/2024 | D.A. Davidson & CO. | 3,550 | $618K | 0.0% | +20.7% | 0.010% | |
11/13/2024 | The Manufacturers Life Insurance Company | 3,577 | $623K | 0.0% | N/A | 0.010% | |
11/12/2024 | Centaurus Financial Inc. | 6,287 | $1.09M | 0.1% | -6.5% | 0.017% | |
11/12/2024 | One Charles Private Wealth Services LLC | 1,443 | $251K | 0.1% | -6.6% | 0.004% | |
11/12/2024 | Cerity Partners LLC | 58,519 | $10.19M | 0.0% | -3.5% | 0.163% | |
11/12/2024 | Great Valley Advisor Group Inc. | 1,535 | $267K | 0.0% | +11.2% | 0.004% | |
11/12/2024 | Meridian Wealth Management LLC | 2,902 | $505K | 0.0% | -14.1% | 0.008% | |
11/12/2024 | L & S Advisors Inc | 35,351 | $6.15M | 0.6% | N/A | 0.098% | |
11/9/2024 | LPL Financial LLC | 614,776 | $107.00M | 0.0% | +4.8% | 1.708% | |
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11/8/2024 | Citizens Financial Group Inc. RI | 1,733 | $304K | 0.0% | +9.5% | 0.005% | |
11/8/2024 | Moran Wealth Management LLC | 9,500 | $1.65M | 0.1% | -4.9% | 0.026% | |
11/8/2024 | Cedar Wealth Management LLC | 153 | $27K | 0.0% | -66.7% | 0.000% | |
11/8/2024 | Retireful LLC | 13,376 | $2.33M | 1.7% | N/A | 0.037% | |
11/8/2024 | Avior Wealth Management LLC | 2,062 | $359K | 0.0% | +69.7% | 0.006% | |
11/8/2024 | PNC Financial Services Group Inc. | 65,873 | $11.47M | 0.0% | -1.5% | 0.183% | |
11/8/2024 | Banque Cantonale Vaudoise | 15,324 | $2.67M | 0.1% | +43.3% | 0.043% | |
11/8/2024 | Prospera Financial Services Inc | 2,615 | $455K | 0.0% | -49.4% | 0.007% | |
11/7/2024 | Tranquility Partners LLC | 6,403 | $1.11M | 0.4% | -10.5% | 0.018% | |
11/7/2024 | Pathstone Holdings LLC | 19,069 | $3.32M | 0.0% | -46.1% | 0.053% | |