11/20/2024 | SOA Wealth Advisors LLC. | 13,301 | $2.32M | 0.4% | -3.8% | 0.002% | |
11/19/2024 | McIlrath & Eck LLC | 180,825 | $31.57M | 4.1% | +56.9% | 0.025% | |
11/19/2024 | Invst LLC | 138,773 | $24.23M | 2.9% | +828.7% | 0.019% | |
11/19/2024 | Discipline Wealth Solutions LLC | 4,356 | $760K | 0.4% | +42.8% | 0.001% | |
11/19/2024 | M&T Bank Corp | 259,655 | $45.33M | 0.1% | +18.4% | 0.036% | |
11/19/2024 | Hohimer Wealth Management LLC | 43,539 | $7.60M | 1.6% | +3.4% | 0.006% | |
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11/18/2024 | Soltis Investment Advisors LLC | 9,343 | $1.63M | 0.2% | +2.4% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 24,613 | $4.39M | 0.3% | -2.8% | 0.003% | |
11/18/2024 | Main Line Retirement Advisors LLC | 56,361 | $9.84M | 6.7% | +5.7% | 0.008% | |
11/18/2024 | TD Private Client Wealth LLC | 194,588 | $33.97M | 1.0% | +4.0% | 0.027% | |
11/18/2024 | Asset Allocation Strategies LLC | 4,203 | $734K | 0.2% | +191.9% | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 3,953 | $690K | 0.1% | +19.6% | 0.001% | |
11/18/2024 | Cresta Advisors Ltd. | 90,519 | $15.80M | 8.3% | -1.8% | 0.013% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 15,476 | $2.70M | 1.9% | +0.6% | 0.002% | |
11/18/2024 | Unconventional Investor LLC | 5,863 | $1.02M | 0.6% | +1.2% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 271,393 | $47.38M | 1.0% | -1.4% | 0.038% | |
11/18/2024 | JDM Financial Group LLC | 1,309 | $228K | 0.1% | -7.2% | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 131,745 | $23.00M | 6.9% | -6.6% | 0.018% | |
11/15/2024 | Prestige Wealth Management Group LLC | 40,663 | $7.10M | 1.5% | -0.6% | 0.006% | |
11/15/2024 | Brophy Wealth Management LLC | 21,572 | $3.77M | 1.3% | N/A | 0.003% | |
11/15/2024 | M&T Bank Corp | 259,655 | $45.33M | 0.1% | +18.4% | 0.036% | |
11/15/2024 | Executive Wealth Management LLC | 8,997 | $1.57M | 0.1% | N/A | 0.001% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 110,698 | $19.33M | 14.8% | N/A | 0.016% | |
11/15/2024 | Continuum Advisory LLC | 22,351 | $3.95M | 0.5% | +8.4% | 0.003% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 39,907 | $6.97M | 1.7% | -3.2% | 0.006% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 3,012 | $483K | 0.0% | +8.9% | 0.000% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 132,600 | $23.15M | 0.1% | +389.3% | 0.019% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 24,286 | $4.24M | 1.4% | -0.4% | 0.003% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 54,545 | $9.52M | 2.4% | +3.4% | 0.008% | |
11/15/2024 | MML Investors Services LLC | 1,458,829 | $254.67M | 0.9% | +4.8% | 0.205% | |
11/15/2024 | First National Bank of Omaha | 83,863 | $14.64M | 0.9% | -0.4% | 0.012% | |
11/15/2024 | Laraway Financial Advisors Inc | 26,916 | $4.70M | 3.7% | +0.4% | 0.004% | |
11/15/2024 | Legacy Investment Solutions LLC | 253 | $45K | 0.0% | N/A | 0.000% | |
11/15/2024 | Northeast Financial Consultants Inc | 70,132 | $12.24M | 0.5% | -0.7% | 0.010% | |
11/15/2024 | MCIA Inc | 499,639 | $88.82M | 19.6% | +1.0% | 0.070% | |
11/15/2024 | Orion Portfolio Solutions LLC | 451,588 | $78.83M | 1.7% | -4.2% | 0.063% | |
11/15/2024 | World Investment Advisors LLC | 216,835 | $37.85M | 0.2% | +958.2% | 0.030% | |
11/15/2024 | Zacks Investment Management | 4,969 | $867K | 0.0% | -8.9% | 0.001% | |
11/15/2024 | National Bank of Canada FI | 510,059 | $89.04M | 0.1% | -16.5% | 0.072% | |
11/15/2024 | EP Wealth Advisors LLC | 2,741,128 | $478.52M | 4.1% | +5.8% | 0.384% | |
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11/15/2024 | Insigneo Advisory Services LLC | 31,482 | $5.50M | 0.6% | +1.2% | 0.004% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,133,747 | $194.87M | 1.2% | +3,438.5% | 0.159% | |
11/15/2024 | Weaver Consulting Group | 5,331 | $931K | 0.3% | +10.1% | 0.001% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 6,232 | $1.09M | 0.1% | +4.5% | 0.001% | |
11/15/2024 | Stifel Financial Corp | 1,394,505 | $243.44M | 0.3% | +4.9% | 0.196% | |
11/15/2024 | Swmg LLC | 1,672 | $298K | 0.1% | -30.2% | 0.000% | |
11/15/2024 | SageView Advisory Group LLC | 22,795 | $3.98M | 0.2% | -31.8% | 0.003% | |
11/15/2024 | Quantinno Capital Management LP | 23,957 | $4.18M | 0.1% | +56.0% | 0.003% | |
11/15/2024 | Red Wave Investments LLC | 65,825 | $11.49M | 4.0% | -0.3% | 0.009% | |
11/15/2024 | Retirement Investment Advisors Inc. | 1,149,748 | $200.71M | 21.9% | +4.9% | 0.161% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 7,525 | $1.31M | 0.3% | +8.4% | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 51,190 | $8.93M | 0.3% | +45.0% | 0.007% | |
11/15/2024 | Integrated Wealth Concepts LLC | 131,277 | $22.92M | 0.3% | +6.8% | 0.018% | |
11/15/2024 | Janus Henderson Group PLC | 135,511 | $23.66M | 0.0% | -2.2% | 0.019% | |
11/15/2024 | Harmony Asset Management LLC | 6,704 | $1.17M | 0.4% | +18.0% | 0.001% | |
11/15/2024 | HighTower Advisors LLC | 2,279,319 | $397.80M | 0.6% | +2.9% | 0.320% | |
11/15/2024 | Hilltop Holdings Inc. | 17,558 | $3.07M | 0.2% | +210.7% | 0.002% | |
11/15/2024 | Cladis Investment Advisory LLC | 2,000 | $349K | 0.2% | -35.8% | 0.000% | |
11/15/2024 | Arrowroot Family Office LLC | 4,158 | $726K | 0.4% | -3.5% | 0.001% | |
11/15/2024 | Ascent Group LLC | 68,615 | $11.98M | 0.9% | -4.5% | 0.010% | |
11/15/2024 | Benjamin Edwards Inc. | 41,177 | $7.20M | 0.1% | +8,135.4% | 0.006% | |
11/15/2024 | Kestra Investment Management LLC | 5,401 | $943K | 0.0% | -93.1% | 0.001% | |
11/15/2024 | FSA Wealth Management LLC | 6,603 | $1.15M | 0.5% | N/A | 0.001% | |
11/14/2024 | Semmax Financial Advisors Inc. | 35,288 | $6.27M | 1.7% | +4.2% | 0.005% | |
11/14/2024 | Kitching Partners LLC | 4,892 | $854K | 1.1% | -2.4% | 0.001% | |
11/14/2024 | Encompass More Asset Management | 15,733 | $2.75M | 1.0% | N/A | 0.002% | |
11/14/2024 | Edgestream Partners L.P. | 4,327 | $755K | 0.0% | -59.3% | 0.001% | |
11/14/2024 | NCM Capital Management LLC | 4,102 | $716K | 0.3% | -6.2% | 0.001% | |
11/14/2024 | L.M. Kohn & Company | 2,496 | $436K | 0.1% | +5.2% | 0.000% | |
11/14/2024 | Ironwood Investment Counsel LLC | 2,501 | $437K | 0.1% | -5.8% | 0.000% | |
11/14/2024 | TRUE Private Wealth Advisors | 21,067 | $3.68M | 0.4% | -2.2% | 0.003% | |
11/14/2024 | Flow Traders U.S. LLC | 48,807 | $8.52M | 0.4% | N/A | 0.007% | |
11/14/2024 | Arete Wealth Advisors LLC | 6,095 | $1.06M | 0.1% | -29.3% | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 5,331,460 | $930.71M | 2.7% | +2.7% | 0.748% | |
11/14/2024 | Atlantic Union Bankshares Corp | 3,882 | $678K | 0.0% | -3.1% | 0.001% | |
11/14/2024 | Icon Wealth Advisors LLC | 4,556 | $795K | 0.1% | +3.3% | 0.001% | |
11/14/2024 | Capstone Investment Advisors LLC | 51,201 | $8.94M | 0.0% | N/A | 0.007% | |
11/14/2024 | Rockefeller Capital Management L.P. | 436,570 | $76.21M | 0.2% | -5.1% | 0.061% | |
11/14/2024 | CWS Financial Advisors LLC | 48,452 | $8.46M | 3.0% | +5.9% | 0.007% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 6,126 | $1.07M | 1.6% | N/A | 0.001% | |
11/14/2024 | Financial Counselors Inc. | 34,396 | $6.01M | 0.1% | +3.8% | 0.005% | |
11/14/2024 | Noesis Capital Mangement Corp | 5,725 | $999K | 0.2% | -51.7% | 0.001% | |
11/14/2024 | Fiduciary Trust Co | 9,073 | $1.58M | 0.0% | +93.7% | 0.001% | |
11/14/2024 | Bell Investment Advisors Inc | 97,987 | $17.11M | 3.1% | +0.2% | 0.014% | |
11/14/2024 | First Commonwealth Financial Corp PA | 9,283 | $1.62M | 0.4% | -18.8% | 0.001% | |
11/14/2024 | CreativeOne Wealth LLC | 449,667 | $78.50M | 2.7% | +11.4% | 0.063% | |
11/13/2024 | Glenmede Trust Co. NA | 222,645 | $38.87M | 0.2% | +3.2% | 0.031% | |
11/13/2024 | Freedom Investment Management Inc. | 242,577 | $42.35M | 3.4% | +25.7% | 0.034% | |
11/13/2024 | RS Crum Inc. | 8,005 | $1.40M | 0.3% | -1.5% | 0.001% | |
11/13/2024 | Hardy Reed LLC | 43,231 | $7.55M | 0.7% | +3.8% | 0.006% | |
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11/13/2024 | Townsquare Capital LLC | 243,940 | $42.59M | 0.5% | +7.6% | 0.034% | |
11/13/2024 | Cadence Bank | 1,543 | $269K | 0.0% | -28.0% | 0.000% | |
11/13/2024 | Carlson Capital Management | 7,472 | $1.30M | 0.1% | -3.7% | 0.001% | |
11/13/2024 | Avestar Capital LLC | 52,872 | $9.23M | 0.9% | -4.9% | 0.007% | |
11/13/2024 | D.A. Davidson & CO. | 5,042,809 | $880.32M | 7.3% | +1.2% | 0.707% | |
11/13/2024 | FMR LLC | 4,769,159 | $832.55M | 0.1% | -1.6% | 0.669% | |
11/13/2024 | Summit Financial Wealth Advisors LLC | 6,149 | $1.07M | 0.2% | N/A | 0.001% | |
11/13/2024 | Elios Financial Group Inc. | 6,999 | $1.22M | 0.6% | N/A | 0.001% | |
11/13/2024 | The Manufacturers Life Insurance Company | 580,079 | $101.26M | 0.1% | -5.3% | 0.081% | |
11/13/2024 | Bank of Montreal Can | 111,021 | $19.31M | 0.0% | -4.0% | 0.016% | |