4/26/2024 | Pinnacle Associates Ltd. | 15,440 | $1.79M | 0.0% | +8.4% | 0.055% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 44,995 | $4.75M | 3.7% | +2.9% | 0.161% | |
4/26/2024 | SFG Wealth Management LLC. | 1,736 | $201K | 0.1% | N/A | 0.006% | |
4/26/2024 | Terra Nova Asset Management LLC | 15,397 | $1.78M | 1.4% | +2.0% | 0.055% | |
4/25/2024 | Q3 Asset Management | 13,555 | $1.56M | 0.4% | -10.1% | 0.048% | |
4/25/2024 | Capital Investment Advisory Services LLC | 643 | $74K | 0.0% | -171.0% | 0.002% | |
|
4/25/2024 | Simplex Trading LLC | 22,395 | $2.59M | 0.0% | +36.9% | 0.080% | |
4/25/2024 | L.M. Kohn & Company | 3,442 | $398K | 0.1% | N/A | 0.012% | |
4/25/2024 | Valeo Financial Advisors LLC | 2,187 | $253K | 0.0% | -15.5% | 0.008% | |
4/25/2024 | Summit Financial LLC | 10,298 | $1.19M | 0.1% | +9.4% | 0.037% | |
4/24/2024 | Arlington Capital Management Inc. | 50,583 | $5.86M | 4.9% | -23.7% | 0.181% | |
4/24/2024 | SOL Capital Management CO | 31,265 | $3.62M | 0.5% | -1.5% | 0.112% | |
4/24/2024 | Spire Wealth Management | 18,555 | $2.15M | 0.1% | -10.1% | 0.066% | |
4/24/2024 | H&H Retirement Design & Management INC | 8,885 | $1.03M | 0.7% | -12.3% | 0.032% | |
4/23/2024 | Global Retirement Partners LLC | 4,810 | $557K | 0.0% | +27.2% | 0.017% | |
4/23/2024 | Genesee Capital Advisors LLC | 29,975 | $3.47M | 1.9% | +0.9% | 0.107% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 61,409 | $7.11M | 0.0% | -5.1% | 0.220% | |
4/22/2024 | Parsons Capital Management Inc. RI | 18,586 | $2.15M | 0.1% | +2.0% | 0.066% | |
4/22/2024 | Outlook Wealth Advisors LLC | 23,011 | $2.66M | 0.8% | -0.5% | 0.082% | |
4/22/2024 | Raymond James & Associates | 120,440 | $13.94M | 0.0% | -9.6% | 0.431% | |
4/20/2024 | KWB Wealth | 6,357 | $736K | 0.1% | N/A | 0.023% | |
4/19/2024 | Advisor Resource Council | 2,827 | $327K | 0.1% | N/A | 0.010% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 4,488 | $520K | 0.3% | N/A | 0.016% | |
4/18/2024 | Synergy Asset Management LLC | 30,569 | $3.54M | 0.6% | -3.6% | 0.109% | |
4/18/2024 | WESPAC Advisors SoCal LLC | 37,898 | $4.39M | 1.1% | +13.8% | 0.136% | |
4/18/2024 | SteelPeak Wealth LLC | 8,603 | $996K | 0.1% | N/A | 0.031% | |
4/17/2024 | Vicus Capital | 26,283 | $3.04M | 0.3% | -3.6% | 0.094% | |
4/16/2024 | Financial Management Professionals Inc. | 15,633 | $1.81M | 0.3% | N/A | 0.056% | |
4/16/2024 | Capital Asset Advisory Services LLC | 418,671 | $46.84M | 2.7% | -4.7% | 1.498% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,991 | $694K | 0.0% | -6.8% | 0.021% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,733 | $664K | 0.0% | -34.9% | 0.020% | |
4/15/2024 | SMI Advisory Services LLC | 41,711 | $4.66M | 1.3% | -15.9% | 0.149% | |
4/15/2024 | Brookstone Capital Management | 3,452 | $400K | 0.0% | N/A | 0.012% | |
4/15/2024 | Sunbelt Securities Inc. | 5,463 | $632K | 0.1% | +432.5% | 0.020% | |
4/12/2024 | Ignite Planners LLC | 2,454 | $280K | 0.1% | -49.7% | 0.009% | |
4/12/2024 | Global Assets Advisory LLC | 91,218 | $10.56M | 0.0% | N/A | 0.326% | |
4/12/2024 | Peak Financial Advisors LLC | 6,845 | $792K | 0.5% | N/A | 0.024% | |
4/12/2024 | AdvisorNet Financial Inc | 4,296 | $497K | 0.0% | +17.2% | 0.015% | |
4/12/2024 | Purus Wealth Management LLC | 1,862 | $216K | 0.1% | N/A | 0.007% | |
4/11/2024 | RDA Financial Network | 12,790 | $1.48M | 0.5% | -1.5% | 0.046% | |
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4/11/2024 | FOCUS Wealth Advisors LLC | 50,671 | $5.87M | 3.1% | -1.1% | 0.181% | |
4/11/2024 | RFG Advisory LLC | 8,979 | $1.04M | 0.0% | +36.9% | 0.032% | |
4/11/2024 | Cadent Capital Advisors LLC | 44,458 | $5.15M | 2.0% | -2.0% | 0.159% | |
4/10/2024 | EWG Elevate Inc. | 11,523 | $1.33M | 0.5% | N/A | 0.041% | |
4/9/2024 | Adirondack Trust Co. | 554 | $64K | 0.0% | -21.3% | 0.002% | |
3/29/2024 | Adirondack Trust Co. | 704 | $76K | 0.0% | +37.2% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,759 | $382K | 0.0% | +4.6% | 0.013% | |
3/14/2024 | Muirfield Wealth Advisors LLC | 10,428 | $1.06M | 1.1% | N/A | 0.037% | |
3/13/2024 | MONECO Advisors LLC | 2,024 | $206K | 0.0% | N/A | 0.007% | |
3/5/2024 | Fisher Asset Management LLC | 3,361 | $342K | 0.0% | N/A | 0.012% | |
3/4/2024 | Vima LLC | 263 | $27K | 0.1% | N/A | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,270,947 | $129.29M | 0.0% | -54.6% | 4.539% | |
2/29/2024 | Tortoise Investment Management LLC | 335 | $34K | 0.0% | N/A | 0.001% | |
2/26/2024 | Centaurus Financial Inc. | 45,622 | $4.64M | 0.4% | +744.1% | 0.163% | |
2/15/2024 | Blackstone Inc. | 100,000 | $10.17M | 0.0% | N/A | 0.357% | |
2/14/2024 | Barometer Capital Management Inc. | 7,000 | $712K | 0.2% | N/A | 0.025% | |
2/14/2024 | Vista Investment Management | 2,203 | $224K | 0.1% | N/A | 0.008% | |
2/14/2024 | VitalStone Financial LLC | 440 | $45K | 0.0% | N/A | 0.002% | |
2/14/2024 | Balyasny Asset Management L.P. | 602,041 | $61.25M | 0.1% | N/A | 2.150% | |
2/14/2024 | Traction Financial Partners LLC | 2,140 | $218K | 0.1% | N/A | 0.008% | |
2/13/2024 | Stephens Inc. AR | 7,966 | $810K | 0.0% | -3.6% | 0.028% | |
2/13/2024 | Cetera Advisor Networks LLC | 57,737 | $5.87M | 0.0% | +47.6% | 0.206% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,270,947 | $129.29M | 0.0% | -54.6% | 4.539% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 2,120 | $216K | 0.0% | -21.5% | 0.008% | |
2/12/2024 | Bank of Nova Scotia | 26,260 | $2.67M | 0.0% | -1.6% | 0.094% | |
2/12/2024 | Scotia Capital Inc. | 41,430 | $4.22M | 0.0% | -4.6% | 0.148% | |
2/12/2024 | Stifel Financial Corp | 135,073 | $13.74M | 0.0% | +4.1% | 0.482% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,619 | $877K | 0.0% | -2.9% | 0.031% | |
2/12/2024 | Hilltop Holdings Inc. | 11,972 | $1.22M | 0.1% | -27.0% | 0.043% | |
2/12/2024 | Wilson & Boucher Capital Management LLC | 6,485 | $660K | 0.6% | +10.2% | 0.023% | |
2/9/2024 | H&H Retirement Design & Management INC | 10,136 | $1.05M | 0.7% | N/A | 0.036% | |
2/9/2024 | Advisory Services Network LLC | 135,989 | $13.83M | 0.3% | -2.8% | 0.486% | |
2/9/2024 | Commerce Bank | 11,825 | $1.20M | 0.0% | -8.9% | 0.042% | |
2/9/2024 | US Bancorp DE | 8,658 | $881K | 0.0% | -38.5% | 0.031% | |
2/9/2024 | Giverny Capital Inc. | 14,677 | $1.49M | 0.1% | +5.1% | 0.052% | |
2/9/2024 | Assetmark Inc. | 600,558 | $61.10M | 0.2% | -18.7% | 2.145% | |
2/9/2024 | Wells Fargo & Company MN | 282,127 | $28.70M | 0.0% | +2.7% | 1.008% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 28,507 | $2.90M | 0.2% | N/A | 0.102% | |
2/9/2024 | PNC Financial Services Group Inc. | 3,759 | $382K | 0.0% | +4.6% | 0.013% | |
2/8/2024 | TrinityPoint Wealth LLC | 2,435 | $248K | 0.0% | -5.8% | 0.009% | |
2/8/2024 | Tortoise Investment Management LLC | 335 | $34K | 0.0% | N/A | 0.001% | |
2/8/2024 | Beacon Pointe Advisors LLC | 12,915 | $1.31M | 0.0% | -1.1% | 0.046% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 210,224 | $21.39M | 6.1% | -11.9% | 0.751% | |
2/8/2024 | Foundations Investment Advisors LLC | 8,362 | $855K | 0.0% | N/A | 0.030% | |
2/8/2024 | Janney Montgomery Scott LLC | 30,679 | $3.12M | 0.0% | +57.7% | 0.110% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,308 | $337K | 0.0% | +3.4% | 0.012% | |
2/7/2024 | One Capital Management LLC | 4,546 | $462K | 0.0% | -92.9% | 0.016% | |
2/7/2024 | Great Diamond Partners LLC | 17,238 | $1.75M | 0.4% | -17.0% | 0.062% | |
2/7/2024 | St. Johns Investment Management Company LLC | 2,200 | $224K | 0.1% | N/A | 0.008% | |
2/7/2024 | Montag A & Associates Inc. | 15,206 | $1.55M | 0.1% | +42.5% | 0.054% | |
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2/7/2024 | Vestor Capital LLC | 537 | $55K | 0.0% | N/A | 0.002% | |
2/7/2024 | Arlington Capital Management Inc. | 66,283 | $6.74M | 6.1% | N/A | 0.237% | |
2/6/2024 | Peddock Capital Advisors LLC | 16,985 | $1.73M | 0.5% | -6.8% | 0.061% | |
2/6/2024 | Private Advisor Group LLC | 51,078 | $5.20M | 0.0% | +167.9% | 0.182% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 8,802 | $895K | 0.0% | +206.7% | 0.031% | |
2/6/2024 | Leuthold Group LLC | 41,935 | $4.27M | 0.5% | +7.4% | 0.150% | |
2/6/2024 | Spire Wealth Management | 20,632 | $2.11M | 0.1% | +25.5% | 0.074% | |
2/6/2024 | Ifrah Financial Services Inc. | 5,321 | $541K | 0.2% | -37.9% | 0.019% | |
2/6/2024 | Axxcess Wealth Management LLC | 428,529 | $43.59M | 1.3% | -2.7% | 1.530% | |
2/6/2024 | M&T Bank Corp | 15,767 | $1.60M | 0.0% | -5.2% | 0.056% | |