7/27/2024 | Whitaker Myers Wealth Managers LTD. | 14,725 | $1.01M | 0.4% | +7.2% | 0.006% | |
7/26/2024 | Breakwater Capital Group | 7,009 | $478K | 0.1% | +24.6% | 0.003% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 44,995 | $3.07M | 0.0% | +2.3% | 0.018% | |
7/26/2024 | Skylands Capital LLC | 42,800 | $2.92M | 0.4% | +26.3% | 0.017% | |
7/26/2024 | Solstein Capital LLC | 70,077 | $4.78M | 2.9% | -6.2% | 0.029% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 1,423,972 | $97.17M | 0.2% | -7.6% | 0.582% | |
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7/26/2024 | First Command Advisory Services Inc. | 5,671,347 | $387.11M | 4.0% | +0.8% | 2.318% | |
7/26/2024 | Bank of New York Mellon Corp | 244,423 | $16.68M | 0.0% | +2.7% | 0.100% | |
7/25/2024 | Catalyst Capital Advisors LLC | 803,739 | $54.85M | 1.3% | +5.4% | 0.329% | |
7/25/2024 | Cypress Capital Group | 89,255 | $6.09M | 0.7% | +0.2% | 0.036% | |
7/25/2024 | AMG National Trust Bank | 4,079 | $278K | 0.0% | N/A | 0.002% | |
7/25/2024 | Institute for Wealth Management LLC. | 18,414 | $1.26M | 0.2% | -3.8% | 0.008% | |
7/25/2024 | Red Cedar Investment Management LLC | 481,719 | $32.87M | 4.5% | +0.1% | 0.197% | |
7/25/2024 | Laurel Wealth Planning LLC | 59,008 | $4.03M | 2.8% | -3.0% | 0.024% | |
7/25/2024 | Banque Pictet & Cie SA | 59,429 | $4.06M | 0.0% | +114.6% | 0.024% | |
7/25/2024 | Pictet North America Advisors SA | 614,862 | $41.96M | 4.6% | -26.7% | 0.251% | |
7/24/2024 | Colton Groome Financial Advisors LLC | 5,386 | $368K | 0.1% | -14.8% | 0.002% | |
7/24/2024 | Strategic Financial Partners Ltd. | 19,681 | $1.34M | 0.7% | +11.0% | 0.008% | |
7/24/2024 | Sentry LLC | 4,322 | $295K | 0.1% | -10.3% | 0.002% | |
7/23/2024 | All Season Financial Advisors Inc. | 7,227 | $493K | 0.4% | -49.1% | 0.003% | |
7/23/2024 | Oak Family Advisors LLC | 75,092 | $5.12M | 1.8% | -3.4% | 0.031% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 27,925 | $1.91M | 0.1% | -15.3% | 0.011% | |
7/22/2024 | Atria Wealth Solutions Inc. | 20,118 | $1.37M | 0.0% | +7.7% | 0.008% | |
7/22/2024 | Alaska Wealth Advisors | 98,676 | $6.73M | 1.0% | +6,465.3% | 0.040% | |
7/22/2024 | Onyx Bridge Wealth Group LLC | 68,175 | $4.65M | 0.8% | +9.3% | 0.028% | |
7/22/2024 | Carnegie Investment Counsel | 45,318 | $3.09M | 0.1% | -15.7% | 0.019% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 149,920 | $10.23M | 0.2% | -9.2% | 0.061% | |
7/20/2024 | First Horizon Advisors Inc. | 3,939 | $269K | 0.0% | -29.7% | 0.002% | |
7/20/2024 | Continuum Advisory LLC | 25,739 | $1.76M | 0.3% | +0.6% | 0.011% | |
7/20/2024 | Meridian Investment Counsel Inc. | 11,242 | $767K | 0.2% | -3.0% | 0.005% | |
7/19/2024 | Chesley Taft & Associates LLC | 18,515 | $1.26M | 0.1% | +33.1% | 0.008% | |
7/19/2024 | Donald L. Hagan LLC | 3,483 | $238K | 0.1% | -51.2% | 0.001% | |
7/19/2024 | Raymond James & Associates | 140,520 | $9.59M | 0.0% | +4.9% | 0.057% | |
7/19/2024 | MBL Wealth LLC | 48,433 | $3.31M | 0.4% | +7.1% | 0.020% | |
7/19/2024 | Verger Capital Management LLC | 38,939 | $2.66M | 1.4% | +0.5% | 0.016% | |
7/19/2024 | E&G Advisors LP | 23,498 | $1.60M | 0.5% | -2.8% | 0.010% | |
7/19/2024 | Genesee Capital Advisors LLC | 27,523 | $1.88M | 0.9% | -8.8% | 0.011% | |
7/18/2024 | Saxon Interests Inc. | 73,214 | $5.00M | 2.4% | +7.8% | 0.030% | |
7/18/2024 | Brookstone Capital Management | 15,311 | $1.09M | 0.0% | -3.8% | 0.006% | |
7/18/2024 | Dupont Capital Management Corp | 92,131 | $6.29M | 0.5% | -29.3% | 0.038% | |
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7/18/2024 | FPC Investment Advisory Inc. | 37,730 | $2.70M | 2.4% | +7.7% | 0.015% | |
7/18/2024 | Miracle Mile Advisors LLC | 610,760 | $41.68M | 1.0% | +0.7% | 0.250% | |
7/18/2024 | Fiduciary Financial Group LLC | 22,832 | $1.64M | 0.4% | N/A | 0.009% | |
7/17/2024 | Rockingstone Advisors LLC | 14,479 | $988K | 0.5% | -33.7% | 0.006% | |
7/17/2024 | Atticus Wealth Management LLC | 1,460 | $100K | 0.0% | N/A | 0.001% | |
7/17/2024 | TruWealth Advisors LLC | 7,179 | $490K | 0.0% | +9.9% | 0.003% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 96,590 | $6.59M | 0.0% | -6.3% | 0.039% | |
7/16/2024 | ORG Partners LLC | 588 | $40K | 0.0% | N/A | 0.000% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,941 | $747K | 0.0% | +16.5% | 0.004% | |
7/16/2024 | Burke & Herbert Bank & Trust Co. | 3,750 | $256K | 0.1% | N/A | 0.002% | |
7/16/2024 | Wedmont Private Capital | 3,125 | $223K | 0.0% | N/A | 0.001% | |
7/16/2024 | Advisor Resource Council | 63,408 | $4.33B | 15.6% | +4.4% | 0.026% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,290 | $975K | 0.0% | -64.2% | 0.006% | |
7/15/2024 | Granite Bay Wealth Management LLC | 7,864,311 | $536.56M | 5.4% | +8,308.4% | 3.215% | |
7/15/2024 | RFG Advisory LLC | 9,330 | $637K | 0.0% | -50.7% | 0.004% | |
7/15/2024 | Coastline Trust Co | 186,321 | $12.72M | 1.5% | -1.3% | 0.076% | |
7/15/2024 | SMI Advisory Services LLC | 29,454 | $2.06M | 0.5% | -22.7% | 0.012% | |
7/12/2024 | Hexagon Capital Partners LLC | 1,137 | $78K | 0.0% | -11.2% | 0.000% | |
7/12/2024 | SG Americas Securities LLC | 758,568 | $51.77M | 0.3% | -6.1% | 0.310% | |
7/12/2024 | Opal Wealth Advisors LLC | 1,773 | $121K | 0.0% | N/A | 0.001% | |
7/12/2024 | Rebalance LLC | 7,082 | $483K | 0.0% | -5.1% | 0.003% | |
7/11/2024 | WBH Advisory Inc. | 19,028 | $1.30M | 0.1% | -18.6% | 0.008% | |
7/11/2024 | CX Institutional | 327,566 | $22.35M | 1.0% | +0.8% | 0.134% | |
7/10/2024 | Cumberland Advisors Inc. | 33,427 | $2.28M | 0.9% | -2.2% | 0.014% | |
7/10/2024 | CWM LLC | 1,834 | $125K | 0.0% | -16.0% | 0.001% | |
7/9/2024 | Park Avenue Securities LLC | 51,762 | $3.53M | 0.0% | +6.6% | 0.021% | |
7/9/2024 | Harbor Capital Advisors Inc. | 3,163 | $216K | 0.0% | -10.6% | 0.001% | |
7/9/2024 | Mather Group LLC. | 2,024 | $144K | 0.0% | +1,335.5% | 0.001% | |
7/8/2024 | Boltwood Capital Management | 5,500 | $375K | 0.1% | +7.8% | 0.002% | |
7/8/2024 | Insight Wealth Strategies LLC | 93,385 | $6.37M | 0.9% | +7.1% | 0.038% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 19,543 | $1.33M | 0.0% | -2.0% | 0.008% | |
6/20/2024 | HM Payson & Co. | 3,906 | $279K | 0.0% | +3,584.9% | 0.002% | |
6/10/2024 | Hamilton Wealth LLC | 52,858 | $3.77M | 1.2% | N/A | 0.022% | |
5/24/2024 | Cetera Advisors LLC | 24,173 | $1.73M | 0.0% | +32.5% | 0.010% | |
5/24/2024 | Cetera Investment Advisers | 115,308 | $8.23M | 0.0% | +410.4% | 0.047% | |
5/24/2024 | Invst LLC | 3,793 | $267K | 0.0% | N/A | 0.002% | |
5/21/2024 | Atria Investments Inc | 50,124 | $3.58M | 0.0% | -9.0% | 0.020% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 108,770 | $7.76M | 0.9% | N/A | 0.044% | |
5/17/2024 | iA Global Asset Management Inc. | 26,600 | $1.90M | 0.0% | +13.7% | 0.011% | |
5/17/2024 | Comerica Bank | 155,122 | $11.07M | 0.0% | -34.4% | 0.063% | |
5/17/2024 | SkyView Investment Advisors LLC | 75,445 | $5.38M | 1.0% | +2.1% | 0.031% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 3,788 | $270K | 0.1% | N/A | 0.002% | |
5/16/2024 | Jane Street Group LLC | 821,498 | $58.61M | 0.0% | +9,387.2% | 0.336% | |
5/16/2024 | Innova Wealth Partners | 69,933 | $4.99M | 3.9% | +557.2% | 0.029% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 7,104 | $507K | 0.0% | +23.1% | 0.003% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 385,812 | $27.53M | 0.2% | N/A | 0.158% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 50,926 | $3.58M | 0.0% | -6.8% | 0.021% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 8,500 | $606K | 0.0% | +82.8% | 0.003% | |
5/15/2024 | Lazard Asset Management LLC | 3,060 | $218K | 0.0% | N/A | 0.001% | |
5/14/2024 | Toronto Dominion Bank | 6,900 | $492K | 0.0% | -99.9% | 0.003% | |
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5/14/2024 | Axxcess Wealth Management LLC | 16,541 | $1.18M | 0.0% | N/A | 0.007% | |
5/14/2024 | EP Wealth Advisors LLC | 1,573 | $112K | 0.0% | -13.8% | 0.001% | |
5/14/2024 | Element Pointe Advisors LLC | 80,631 | $5.75M | 1.4% | N/A | 0.033% | |
5/14/2024 | Titan Global Capital Management USA LLC | 31,640 | $2.26M | 0.4% | -1.8% | 0.013% | |
5/14/2024 | Tiemann Investment Advisors LLC | 17,075 | $1.22M | 0.5% | -1.0% | 0.007% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 1,272 | $91K | 0.0% | -18.1% | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 3,919 | $280K | 0.0% | N/A | 0.002% | |
5/13/2024 | Bessemer Group Inc. | 2,614,424 | $186.54M | 0.3% | -8.9% | 1.069% | |
5/13/2024 | Capitolis Liquid Global Markets LLC | 27,000 | $1.93M | 0.0% | N/A | 0.011% | |
5/13/2024 | Point Break Capital Management LLC | 64,500 | $4.60M | 4.9% | N/A | 0.026% | |