11/19/2024 | McIlrath & Eck LLC | 675 | $85K | 0.0% | -28.1% | 0.001% | |
11/18/2024 | Asset Allocation Strategies LLC | 11,413 | $1.44M | 0.4% | N/A | 0.016% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 1,700 | $214K | 0.1% | N/A | 0.002% | |
11/18/2024 | Coldstream Capital Management Inc. | 97,311 | $11.82M | 0.3% | +95.7% | 0.135% | |
11/15/2024 | Brophy Wealth Management LLC | 3,816 | $481K | 0.2% | N/A | 0.005% | |
11/15/2024 | M&T Bank Corp | 5,278 | $665K | 0.0% | -12.8% | 0.007% | |
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11/15/2024 | Continuum Advisory LLC | 6,298 | $739K | 0.1% | -11.1% | 0.009% | |
11/15/2024 | SGL Investment Advisors Inc. | 2,846 | $334K | 0.2% | N/A | 0.004% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 5,803 | $731K | 0.0% | N/A | 0.008% | |
11/15/2024 | MML Investors Services LLC | 78,809 | $9.93M | 0.0% | -8.5% | 0.110% | |
11/15/2024 | Orion Portfolio Solutions LLC | 10,115 | $1.27M | 0.0% | +32.1% | 0.014% | |
11/15/2024 | World Investment Advisors LLC | 362,498 | $45.66M | 0.3% | +6,883.2% | 0.504% | |
11/15/2024 | Zacks Investment Management | 1,838 | $232K | 0.0% | N/A | 0.003% | |
11/15/2024 | National Bank of Canada FI | 108,649 | $13.69M | 0.0% | +6.9% | 0.151% | |
11/15/2024 | EP Wealth Advisors LLC | 18,229 | $2.30M | 0.0% | +510.9% | 0.025% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 6,423 | $806K | 0.0% | +7.9% | 0.009% | |
11/15/2024 | Voya Financial Advisors Inc. | 20,519 | $2.58M | 0.3% | -2.2% | 0.029% | |
11/15/2024 | State Street Corp | 425,829 | $53.64M | 0.0% | +1.1% | 0.592% | |
11/15/2024 | Stifel Financial Corp | 329,050 | $41.45M | 0.0% | -1.3% | 0.458% | |
11/15/2024 | SWAN Capital LLC | 28,355 | $3.57M | 1.8% | -26.4% | 0.039% | |
11/15/2024 | Swmg LLC | 4,408 | $517K | 0.2% | -3.0% | 0.006% | |
11/15/2024 | SageView Advisory Group LLC | 2,402 | $303K | 0.0% | -27.8% | 0.003% | |
11/15/2024 | Red Wave Investments LLC | 18,751 | $2.36M | 0.8% | -3.8% | 0.026% | |
11/15/2024 | Redwood Investment Management LLC | 68,989 | $8.69M | 0.8% | +3.9% | 0.096% | |
11/15/2024 | HighTower Advisors LLC | 192,400 | $24.23M | 0.0% | +0.1% | 0.268% | |
11/15/2024 | Ascent Group LLC | 2,874 | $362K | 0.0% | -10.3% | 0.004% | |
11/15/2024 | FSA Wealth Management LLC | 470 | $59K | 0.0% | N/A | 0.001% | |
11/14/2024 | Wasatch Advisors LP | 17,961 | $2.26M | 0.0% | N/A | 0.025% | |
11/14/2024 | Arete Wealth Advisors LLC | 6,275 | $789K | 0.1% | +113.0% | 0.009% | |
11/14/2024 | Captrust Financial Advisors | 12,107 | $1.53M | 0.0% | -8.3% | 0.017% | |
11/14/2024 | Financial Counselors Inc. | 3,773 | $475K | 0.0% | +4.8% | 0.005% | |
11/14/2024 | CreativeOne Wealth LLC | 1,859 | $234K | 0.0% | -6.9% | 0.003% | |
11/13/2024 | Glenmede Trust Co. NA | 4,570 | $576K | 0.0% | -5.2% | 0.006% | |
11/13/2024 | Townsquare Capital LLC | 2,303 | $290K | 0.0% | +6.6% | 0.003% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 16,525 | $2.08M | 0.2% | -5.1% | 0.023% | |
11/13/2024 | BNP Paribas Financial Markets | 1,173,300 | $147.79M | 0.1% | +80.5% | 1.633% | |
11/13/2024 | Elios Financial Group Inc. | 3,687 | $464K | 0.2% | N/A | 0.005% | |
11/13/2024 | Dai ichi Life Insurance Company Ltd | 28,038 | $3.53M | 0.1% | -38.1% | 0.039% | |
11/13/2024 | The Manufacturers Life Insurance Company | 815,334 | $102.70M | 0.1% | -21.4% | 1.134% | |
11/13/2024 | Bank of Montreal Can | 265,824 | $33.48M | 0.0% | +3.6% | 0.370% | |
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11/12/2024 | Larson Financial Group LLC | 9,776 | $1.23M | 0.1% | -4.1% | 0.014% | |
11/12/2024 | Kingsview Wealth Management LLC | 8,972 | $1.13M | 0.0% | +74.7% | 0.012% | |
11/12/2024 | Cerity Partners LLC | 172,178 | $21.69M | 0.0% | -3.7% | 0.240% | |
11/12/2024 | Great Valley Advisor Group Inc. | 27,898 | $3.51M | 0.1% | -2.4% | 0.039% | |
11/12/2024 | Certified Advisory Corp | 28,288 | $3.56M | 0.4% | -3.1% | 0.039% | |
11/12/2024 | Waddell & Associates LLC | 488,667 | $61.55M | 7.5% | +4.0% | 0.680% | |
11/12/2024 | Mason Investment Advisory Services Inc. | 1,856,248 | $233.81M | 13.7% | +0.6% | 2.583% | |
11/12/2024 | Nwam LLC | 24,588 | $3.10M | 0.2% | N/A | 0.034% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,576,595 | $198.59M | 0.0% | -3.4% | 2.194% | |
11/12/2024 | Smithfield Trust Co | 390 | $48K | 0.0% | -29.1% | 0.001% | |
11/8/2024 | EverSource Wealth Advisors LLC | 11,284 | $1.42M | 0.1% | -5.5% | 0.016% | |
11/8/2024 | Silver Oak Advisory Group Inc. | 1,914 | $241K | 0.1% | -8.3% | 0.003% | |
11/8/2024 | First Horizon Advisors Inc. | 121,741 | $15.34M | 0.4% | +1.2% | 0.169% | |
11/8/2024 | Commerce Bank | 125,082 | $15.76M | 0.1% | -5.2% | 0.174% | |
11/8/2024 | Aberdeen Wealth Management LLC | 22,655 | $2.85M | 1.9% | +10.0% | 0.032% | |
11/8/2024 | PNC Financial Services Group Inc. | 391,172 | $49.27M | 0.0% | +0.3% | 0.544% | |
11/8/2024 | Vance Wealth Inc. | 12,336 | $1.55M | 0.6% | -1.4% | 0.017% | |
11/8/2024 | Equita Financial Network Inc. | 10,188 | $1.28M | 0.5% | -6.0% | 0.014% | |
11/7/2024 | Tranquility Partners LLC | 2,188 | $276K | 0.1% | -19.2% | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 265,400 | $33.44M | 0.1% | +4.0% | 0.369% | |
11/7/2024 | St. Louis Trust Co | 30,817 | $3.88M | 0.5% | +20.0% | 0.043% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 12,891 | $1.62M | 0.0% | +2.3% | 0.018% | |
11/7/2024 | Colony Family Offices LLC | 41,796 | $5.27M | 1.6% | +14.5% | 0.058% | |
11/7/2024 | Thrivent Financial for Lutherans | 5,160 | $650K | 0.0% | -50.8% | 0.007% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 13,970 | $1.76M | 0.4% | -75.7% | 0.019% | |
11/6/2024 | Frazier Financial Advisors LLC | 4,841 | $610K | 0.5% | -5.4% | 0.007% | |
11/6/2024 | Cutler Investment Counsel LLC | 22,304 | $2.81M | 0.4% | N/A | 0.031% | |
11/6/2024 | Evergreen Wealth Management LLC | 10,362 | $1.31M | 0.8% | +5.5% | 0.014% | |
11/6/2024 | OneDigital Investment Advisors LLC | 1,652 | $208K | 0.0% | N/A | 0.002% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,558 | $1.33M | 0.0% | +3.9% | 0.015% | |
11/6/2024 | OLD Second National Bank of Aurora | 639 | $80K | 0.0% | N/A | 0.001% | |
11/5/2024 | Encompass Wealth Advisors LLC | 6,375 | $803K | 0.2% | +4.4% | 0.009% | |
11/5/2024 | Empower Advisory Group LLC | 4,332,958 | $545.78M | 1.8% | +2.9% | 6.029% | |
11/5/2024 | Victory Capital Management Inc. | 1,829 | $230K | 0.0% | N/A | 0.003% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 3,131 | $394K | 0.0% | -6.4% | 0.004% | |
11/5/2024 | First National Trust Co | 1,789 | $225K | 0.0% | -15.7% | 0.002% | |
11/5/2024 | FDx Advisors Inc. | 33,023 | $4.16M | 1.1% | -2.4% | 0.046% | |
11/5/2024 | Northwest Wealth Management LLC | 3,529 | $445K | 0.1% | -9.5% | 0.005% | |
11/4/2024 | Noble Family Wealth LLC | 27,043 | $3.41M | 0.9% | +0.5% | 0.038% | |
11/1/2024 | Atria Investments Inc | 11,697 | $1.47M | 0.0% | -10.1% | 0.016% | |
11/1/2024 | SilverOak Wealth Management LLC | 8,778 | $1.11M | 0.2% | -2.3% | 0.012% | |
11/1/2024 | Klingman & Associates LLC | 4,733 | $596K | 0.0% | +80.4% | 0.007% | |
11/1/2024 | Assetmark Inc. | 788,494 | $99.32M | 0.3% | -0.3% | 1.097% | |
11/1/2024 | Rockbridge Investment Management LCC | 5,568 | $701K | 0.1% | -2.7% | 0.008% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 199,225 | $25.09M | 2.2% | -3.6% | 0.277% | |
11/1/2024 | Beckerman Institutional LLC | 4,924 | $620K | 0.5% | N/A | 0.007% | |
10/31/2024 | TFB Advisors LLC | 5,043 | $635K | 0.2% | -6.0% | 0.007% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 28,715 | $3.62M | 0.7% | -5.3% | 0.040% | |
10/31/2024 | Spinnaker Trust | 120,210 | $15.14M | 0.9% | -0.7% | 0.167% | |
10/31/2024 | Concurrent Investment Advisors LLC | 10,250 | $1.29M | 0.0% | N/A | 0.014% | |
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10/30/2024 | RTD Financial Advisors Inc. | 70,127 | $8.83M | 1.1% | -0.3% | 0.098% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 9,941 | $1.25M | 0.1% | +4.0% | 0.014% | |
10/30/2024 | Falcon Wealth Planning | 28,032 | $3.53M | 0.4% | -60.1% | 0.039% | |
10/30/2024 | Landmark Wealth Management LLC | 29,009 | $3.65M | 1.6% | N/A | 0.040% | |
10/30/2024 | PDS Planning Inc | 15,569 | $1.96M | 0.2% | -15.2% | 0.022% | |
10/30/2024 | QRG Capital Management Inc. | 1,898 | $239K | 0.0% | N/A | 0.003% | |
10/29/2024 | Ground Swell Capital LLC | 5,050 | $636K | 0.6% | N/A | 0.007% | |
10/29/2024 | Bear Mountain Capital Inc. | 21,698 | $2.66M | 1.0% | -1.5% | 0.030% | |
10/29/2024 | Lodestone Wealth Management LLC | 4,444 | $560K | 0.3% | -12.3% | 0.006% | |
10/29/2024 | GFS Advisors LLC | 26,953 | $3.40M | 0.7% | +1,532.5% | 0.038% | |