10/18/2024 | Commonwealth Equity Services LLC | 576,028 | $329.74M | 0.5% | +1.3% | 0.023% | |
10/18/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 10,200 | $5.84M | 3.0% | +96.2% | 0.000% | |
10/18/2024 | Legacy Financial Strategies LLC | 1,895 | $1.09M | 0.2% | +24.7% | 0.000% | |
10/18/2024 | ST Germain D J Co. Inc. | 98,227 | $56.23M | 2.6% | -1.0% | 0.004% | |
10/18/2024 | Continuum Wealth Advisors LLC | 374 | $0.21M | 0.1% | N/A | 0.000% | |
10/18/2024 | Schubert & Co | 580 | $0.33M | 0.2% | +4.1% | 0.000% | |
10/18/2024 | Raymond James & Associates | 2,590,883 | $1.48B | 0.9% | +0.1% | 0.102% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 132,082 | $75.61M | 1.1% | +3.6% | 0.005% | |
10/18/2024 | First Citizens Bank & Trust Co. | 52,762 | $30.20M | 0.5% | -3.4% | 0.002% | |
10/18/2024 | Capital Investment Advisors LLC | 20,993 | $12.02M | 0.2% | +16.1% | 0.001% | |
10/18/2024 | Blue Trust Inc. | 23,650 | $13.54M | 0.2% | +81.7% | 0.001% | |
10/18/2024 | IFG Advisors LLC | 2,264 | $1.30M | 0.3% | +3.2% | 0.000% | |
10/18/2024 | Mogy Joel R Investment Counsel Inc. | 96,339 | $55.15M | 3.4% | +0.5% | 0.004% | |
10/18/2024 | Riverview Trust Co | 3,058 | $1.75M | 1.5% | +1.3% | 0.000% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 7,759 | $4.44M | 0.5% | +5.8% | 0.000% | |
10/18/2024 | Generate Investment Management Ltd | 116,059 | $66.44M | 4.4% | +43.0% | 0.005% | |
10/18/2024 | JTC Employer Solutions Trustee Ltd | 4,229 | $2.42M | 0.2% | +3.8% | 0.000% | |
10/18/2024 | Accurate Wealth Management LLC | 8,364 | $4.91M | 1.0% | +10.2% | 0.000% | |
10/18/2024 | KMG Fiduciary Partners LLC | 45,570 | $26.09M | 2.3% | +4.4% | 0.002% | |
10/18/2024 | Net Worth Advisory Group | 4,680 | $2.68M | 0.8% | N/A | 0.000% | |
10/18/2024 | Precedent Wealth Partners LLC | 1,038 | $0.59M | 0.2% | -5.2% | 0.000% | |
10/18/2024 | Stratos Investment Management LLC | 19,401 | $11.11M | 0.8% | +35.8% | 0.001% | |
10/18/2024 | Stratos Wealth Advisors LLC | 41,368 | $23.68M | 1.1% | +0.9% | 0.002% | |
10/17/2024 | Stratos Wealth Partners LTD. | 101,419 | $58.06M | 0.8% | +4.2% | 0.004% | |
10/17/2024 | Richard W. Paul & Associates LLC | 3,673 | $2.10M | 0.8% | -5.6% | 0.000% | |
10/17/2024 | Strategic Advocates LLC | 7,349 | $4.21M | 1.5% | +70.5% | 0.000% | |
10/17/2024 | OmniStar Financial Group Inc. | 466 | $0.27M | 0.2% | +6.9% | 0.000% | |
10/17/2024 | Inspire Advisors LLC | 376 | $0.22M | 0.0% | N/A | 0.000% | |
10/17/2024 | Intergy Private Wealth LLC | 2,125 | $1.22M | 0.5% | +3.8% | 0.000% | |
10/17/2024 | Aspiriant LLC | 12,053 | $6.90M | 0.3% | +1.9% | 0.000% | |
10/17/2024 | Trust Point Inc. | 11,458 | $6.56M | 0.5% | +0.2% | 0.000% | |
10/17/2024 | Aaron Wealth Advisors LLC | 10,858 | $6.22M | 0.7% | +26.1% | 0.000% | |
10/17/2024 | Joule Financial LLC | 791 | $0.45M | 0.2% | -9.6% | 0.000% | |
10/17/2024 | M3 Advisory Group LLC | 1,764 | $1.01M | 0.7% | +27.7% | 0.000% | |
10/17/2024 | Fusion Family Wealth LLC | 749 | $0.43M | 0.0% | +16.8% | 0.000% | |
10/17/2024 | ERTS Wealth Advisors LLC | 1,743 | $1M | 0.2% | +1.1% | 0.000% | |
10/17/2024 | Claro Advisors LLC | 190 | $0.11M | 0.0% | -98.7% | 0.000% | |
10/17/2024 | V Square Quantitative Management LLC | 7,228 | $4.14M | 0.6% | +72.2% | 0.000% | |
10/17/2024 | Well Done LLC | 1,372 | $0.79M | 0.1% | -9.4% | 0.000% | |
10/17/2024 | Gray Private Wealth LLC | 512 | $0.29M | 0.2% | -9.5% | 0.000% | |
10/17/2024 | Altus Wealth Management LLC | 517 | $0.30M | 0.1% | -30.3% | 0.000% | |
10/17/2024 | Ellenbecker Investment Group | 1,107 | $0.63M | 0.1% | +7.8% | 0.000% | |
10/17/2024 | Sax Wealth Advisors LLC | 4,193 | $2.40M | 0.2% | +18.8% | 0.000% | |
10/17/2024 | BCS Wealth Management | 899 | $0.52M | 0.2% | +5.3% | 0.000% | |
10/17/2024 | Kozak & Associates Inc. | 1,906 | $1.10M | 0.3% | +1.0% | 0.000% | |
10/17/2024 | RFG Advisory LLC | 19,366 | $11.09M | 0.3% | -1.9% | 0.001% | |
10/17/2024 | Howard Capital Management Group LLC | 1,652 | $0.95M | 0.1% | +17.9% | 0.000% | |
10/17/2024 | LexAurum Advisors LLC | 1,859 | $1.06M | 0.2% | +1.5% | 0.000% | |
10/17/2024 | DiNuzzo Private Wealth Inc. | 298 | $0.17M | 0.0% | +64.6% | 0.000% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 4,958 | $2.84M | 0.4% | +1.4% | 0.000% | |
10/17/2024 | Krane Funds Advisors LLC | 1,117 | $0.64M | 0.5% | -28.8% | 0.000% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 289,283 | $165.60M | 1.8% | +3.5% | 0.011% | |
10/17/2024 | Marathon Asset Management Ltd | 186,473 | $106.74M | 2.9% | -14.5% | 0.007% | |
10/17/2024 | Harbour Capital Advisors LLC | 7,860 | $4.64M | 1.1% | +0.3% | 0.000% | |
10/17/2024 | NatWest Group plc | 23,776 | $13.61M | 4.0% | +11.6% | 0.001% | |
10/17/2024 | Bar Harbor Wealth Management | 4,989 | $2.86M | 0.2% | +31.3% | 0.000% | |
10/17/2024 | Ballast Inc. | 535 | $0.31M | 0.1% | -3.8% | 0.000% | |
10/17/2024 | Sweet Financial Partners LLC | 3,888 | $2.23M | 0.5% | -1.8% | 0.000% | |
10/17/2024 | TruWealth Advisors LLC | 17,145 | $9.82M | 0.6% | +4.1% | 0.001% | |
10/17/2024 | AlphaMark Advisors LLC | 1,009 | $0.58M | 0.2% | -25.0% | 0.000% | |
10/17/2024 | Ellsworth Advisors LLC | 1,629 | $0.93M | 0.2% | +13.2% | 0.000% | |
10/17/2024 | Vista Investment Partners LLC | 878 | $0.50M | 0.2% | -20.3% | 0.000% | |
10/17/2024 | Drake & Associates LLC | 2,143 | $1.23M | 0.4% | +44.6% | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 57,625 | $32.99M | 1.7% | +3.9% | 0.002% | |
10/16/2024 | Secure Asset Management LLC | 18,366 | $10.51M | 1.8% | +2.8% | 0.001% | |
10/16/2024 | Marshall Financial Group LLC | 5,478 | $3.14M | 0.7% | +12.6% | 0.000% | |
10/16/2024 | Trifecta Capital Advisors LLC | 12,775 | $7.31M | 1.5% | +7.5% | 0.001% | |
10/16/2024 | Teamwork Financial Advisors LLC | 27,841 | $15.94M | 2.2% | -5.4% | 0.001% | |
10/16/2024 | Bleakley Financial Group LLC | 62,237 | $35.63M | 1.1% | +1.2% | 0.002% | |
10/16/2024 | Greenup Street Wealth Management LLC | 867 | $0.50M | 0.1% | +10.6% | 0.000% | |
10/16/2024 | LifeSteps Financial Inc. | 930 | $0.53M | 0.4% | +3.3% | 0.000% | |
10/16/2024 | Riversedge Advisors LLC | 1,362 | $0.78M | 0.2% | +5.8% | 0.000% | |
10/16/2024 | Cumberland Advisors Inc. | 8,450 | $4.84M | 1.9% | +3.0% | 0.000% | |
10/16/2024 | Global Retirement Partners LLC | 38,988 | $22.32M | 0.7% | +4.8% | 0.002% | |
10/16/2024 | Melfa Wealth Management Inc. | 4,182 | $2.39M | 1.6% | -15.3% | 0.000% | |
10/16/2024 | Quad Cities Investment Group LLC | 1,315 | $0.75M | 0.4% | -3.2% | 0.000% | |
10/16/2024 | Patton Fund Management Inc. | 9,041 | $5.18M | 1.1% | -5.2% | 0.000% | |
10/16/2024 | Good Life Advisors LLC | 11,569 | $6.62M | 0.4% | +12.6% | 0.000% | |
10/16/2024 | Avaii Wealth Management LLC | 11,654 | $6.67M | 3.4% | +4.0% | 0.000% | |
10/16/2024 | Summit Financial Strategies Inc. | 568 | $0.33M | 0.0% | +38.2% | 0.000% | |
10/16/2024 | nVerses Capital LLC | 600 | $0.34M | 0.2% | N/A | 0.000% | |
10/16/2024 | Perigon Wealth Management LLC | 73,867 | $42.28M | 1.1% | +1.8% | 0.003% | |
10/16/2024 | Greater Midwest Financial Group LLC | 5,669 | $3.25M | 1.9% | +2.1% | 0.000% | |
10/16/2024 | Gruss & Co. LLC | 1,000 | $0.57M | 4.5% | -77.8% | 0.000% | |
10/16/2024 | Naviter Wealth LLC | 9,753 | $5.58M | 0.8% | +0.7% | 0.000% | |
10/16/2024 | Consolidated Capital Management LLC | 17,940 | $10.27M | 4.5% | -27.2% | 0.001% | |
10/16/2024 | Mezzasalma Advisors LLC | 38,978 | $22.31M | 8.8% | +0.9% | 0.002% | |
10/16/2024 | Hengehold Capital Management LLC | 836 | $0.48M | 0.0% | N/A | 0.000% | |
10/16/2024 | Probity Advisors Inc. | 1,073 | $0.61M | 0.1% | -6.8% | 0.000% | |
10/16/2024 | ZWJ Investment Counsel Inc. | 6,253 | $3.58M | 0.1% | +1.4% | 0.000% | |
10/16/2024 | Kowal Investment Group LLC | 4,853 | $2.78M | 0.5% | +6.0% | 0.000% | |
10/16/2024 | Beech Hill Advisors Inc. | 17,528 | $10.03M | 3.8% | +1.7% | 0.001% | |
10/16/2024 | Tamar Securities LLC | 44,495 | $25.47M | 3.6% | +12.8% | 0.002% | |
10/16/2024 | Cornerstone Wealth Management LLC | 10,666 | $6.11M | 0.4% | -0.6% | 0.000% | |
10/16/2024 | Bfsg LLC | 2,467 | $1.41M | 0.2% | -3.1% | 0.000% | |
10/16/2024 | SPC Financial Inc. | 1,357 | $0.78M | 0.1% | +26.0% | 0.000% | |
10/16/2024 | Alliance Wealth Advisors LLC | 2,787 | $1.60M | 0.9% | +0.7% | 0.000% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 14,618 | $8.37M | 1.7% | -11.1% | 0.001% | |
10/16/2024 | Curran Financial Partners LLC | 878 | $0.50M | 0.1% | +3.3% | 0.000% | |
10/16/2024 | Market Street Wealth Management Advisors LLC | 1,068 | $0.61M | 0.1% | +13.1% | 0.000% | |