5/11/2024 | Hirtle Callaghan & Co LLC | 186,271 | $10.72M | 0.5% | +311.5% | 0.082% | |
5/10/2024 | TIAA Trust National Association | 1,986,339 | $114.35M | 0.3% | +54.4% | 0.877% | |
5/10/2024 | Alera Investment Advisors LLC | 3,989 | $230K | 0.0% | N/A | 0.002% | |
5/10/2024 | 1ST Source Bank | 745,171 | $42.90M | 2.5% | +21.5% | 0.329% | |
5/10/2024 | Wintrust Investments LLC | 37,611 | $2.17M | 0.2% | N/A | 0.017% | |
5/8/2024 | Russell Investments Group Ltd. | 1,535,056 | $88.37M | 0.1% | -11.7% | 0.678% | |
|
5/7/2024 | Abbrea Capital LLC | 47,678 | $2.75M | 0.4% | +23.4% | 0.021% | |
5/6/2024 | Mittelman Wealth Management | 5,999 | $345K | 0.2% | N/A | 0.003% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 11,745 | $676K | 0.3% | +94.9% | 0.005% | |
5/3/2024 | Liberty Wealth Management LLC | 73,317 | $4.21M | 0.8% | +37.5% | 0.032% | |
5/3/2024 | Patron Partners LLC | 13,484 | $776K | 0.5% | +41.3% | 0.006% | |
5/3/2024 | Whittier Trust Co. | 36,629 | $2.11M | 0.0% | +10.4% | 0.016% | |
5/2/2024 | RiverFront Investment Group LLC | 567,843 | $32.69M | 0.9% | +122.2% | 0.251% | |
5/2/2024 | Graypoint LLC | 114,701 | $6.60M | 0.5% | -23.2% | 0.051% | |
5/2/2024 | Haverford Trust Co | 10,184 | $586K | 0.0% | +14.2% | 0.004% | |
5/2/2024 | Quent Capital LLC | 62,105 | $3.58M | 0.4% | +2.1% | 0.027% | |
5/1/2024 | Janney Montgomery Scott LLC | 1,224,093 | $70.47M | 0.2% | +136.9% | 0.541% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 14,166 | $816K | 0.2% | +8.1% | 0.006% | |
4/30/2024 | Camden National Bank | 26,720 | $1.54M | 0.3% | +15.0% | 0.012% | |
4/29/2024 | Strategic Investment Management LLC | 324,390 | $18.33M | 14.1% | -7.0% | 0.143% | |
4/29/2024 | Sierra Capital LLC | 122,481 | $7.05M | 0.9% | +106.2% | 0.054% | |
4/29/2024 | Crescent Grove Advisors LLC | 38,742 | $2.23M | 0.2% | +106.3% | 0.017% | |
4/26/2024 | UMB Bank n.a. | 18,248 | $1.05M | 0.0% | +32.4% | 0.008% | |
4/26/2024 | SlateStone Wealth LLC | 63,205 | $3.64M | 0.4% | N/A | 0.028% | |
4/26/2024 | Bogart Wealth LLC | 2,525 | $145K | 0.0% | -12.4% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 8,875,287 | $510.95M | 0.1% | +22.7% | 3.920% | |
4/25/2024 | Valeo Financial Advisors LLC | 148,966 | $8.34M | 0.3% | +6.9% | 0.066% | |
4/24/2024 | Zhang Financial LLC | 68,968 | $3.97M | 0.3% | +123.4% | 0.030% | |
4/24/2024 | SOL Capital Management CO | 53,965 | $3.11M | 0.4% | N/A | 0.024% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 9,852 | $567K | 0.0% | +20.9% | 0.004% | |
4/23/2024 | Strategic Blueprint LLC | 198,844 | $11.45M | 0.8% | +40.9% | 0.088% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 48,376 | $2.79M | 1.0% | +278.8% | 0.021% | |
4/22/2024 | CKW Financial Group | 357,764 | $20.54M | 2.7% | +49.5% | 0.158% | |
4/22/2024 | Professional Advisory Services Inc. | 370,182 | $21.31M | 2.9% | +0.5% | 0.164% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 130,864 | $7.53M | 0.4% | +292.5% | 0.058% | |
4/19/2024 | Red Tortoise LLC | 906 | $52K | 0.0% | -95.7% | 0.000% | |
4/19/2024 | Valeo Financial Advisors LLC | 151,156 | $8.70M | 0.1% | +8.5% | 0.067% | |
4/17/2024 | Fiduciary Alliance LLC | 85,995 | $4.94M | 0.9% | -1.3% | 0.038% | |
4/16/2024 | Tsfg LLC | 20,411 | $1.18M | 0.3% | +3,377.2% | 0.009% | |
4/16/2024 | Arkansas Financial Group Inc. | 137,464 | $7.91M | 1.4% | +6.4% | 0.061% | |
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4/15/2024 | Sunbelt Securities Inc. | 11,568 | $666K | 0.1% | +65.1% | 0.005% | |
4/15/2024 | Atlas Capital Advisors LLC | 49,498 | $2.85M | 0.4% | +70.0% | 0.022% | |
4/15/2024 | Ayalon Insurance Comp Ltd. | 161,544 | $9.30M | 3.1% | +1.0% | 0.071% | |
4/13/2024 | Parkside Investments LLC | 276,290 | $15.91M | 2.5% | +12.7% | 0.122% | |
4/12/2024 | AdvisorNet Financial Inc | 12,828 | $739K | 0.1% | +16.6% | 0.006% | |
4/12/2024 | First PREMIER Bank | 1,510 | $87K | 0.0% | N/A | 0.001% | |
4/11/2024 | Central Bank & Trust Co. | 350,239 | $20.16M | 2.9% | +164.8% | 0.155% | |
4/11/2024 | Fortitude Family Office LLC | 38,261 | $2.20M | 1.5% | +24.9% | 0.017% | |
4/11/2024 | Financiere des Professionnels Fonds d investissement inc. | 48,000 | $2.76M | 0.2% | +92.0% | 0.021% | |
4/10/2024 | Weitzel Financial Services Inc. | 45,407 | $2.60M | 1.3% | +1.7% | 0.020% | |
4/9/2024 | Montecito Bank & Trust | 75,903 | $4.37M | 0.9% | -3.7% | 0.034% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 3,808 | $219K | 0.0% | +5.8% | 0.002% | |
4/5/2024 | First Hawaiian Bank | 38,811 | $2.23M | 0.1% | +17.1% | 0.017% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 5,835 | $336K | 0.0% | -26.8% | 0.003% | |
3/8/2024 | ICA Group Wealth Management LLC | 2,743 | $152K | 0.0% | N/A | 0.002% | |
3/1/2024 | ARK & TLK Investments LLC | 7,059 | $391K | 0.1% | N/A | 0.004% | |
2/23/2024 | Arkansas Financial Group Inc. | 129,213 | $7.16M | 1.3% | +16.1% | 0.077% | |
2/16/2024 | Oarsman Capital Inc. | 103,468 | $5.73M | 1.5% | +36.8% | 0.062% | |
2/14/2024 | Icon Wealth Advisors LLC | 134,839 | $7.47M | 0.8% | N/A | 0.080% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 9,754 | $540K | 0.2% | -2.6% | 0.006% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 6,093 | $329K | 0.3% | N/A | 0.004% | |
2/14/2024 | Harvest Investment Advisors LLC | 21,431 | $1.19M | 1.0% | +22.2% | 0.013% | |
2/12/2024 | Partners Capital Investment Group LLP | 9,569,868 | $530.27M | 11.6% | -2.6% | 5.696% | |
2/12/2024 | Madison Asset Management LLC | 129,198 | $7.16M | 0.1% | N/A | 0.077% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 14,150 | $784K | 0.1% | N/A | 0.008% | |
2/12/2024 | Camden National Bank | 23,235 | $1.29M | 0.2% | +38.1% | 0.014% | |
2/12/2024 | United Services Automobile Association | 767,081 | $42.50M | 0.9% | +229.8% | 0.457% | |
2/12/2024 | Parallel Advisors LLC | 368,210 | $20.40M | 0.6% | +14,127.6% | 0.219% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 8,150 | $452K | 0.0% | +58.7% | 0.005% | |
2/9/2024 | InterOcean Capital Group LLC | 198,498 | $11.00M | 0.3% | +1.7% | 0.118% | |
2/9/2024 | EverSource Wealth Advisors LLC | 22,089 | $1.22M | 0.1% | +43.4% | 0.013% | |
2/8/2024 | Kickstand Ventures LLC. | 6,236 | $346K | 0.1% | N/A | 0.004% | |
2/8/2024 | Exchange Capital Management Inc. | 8,247 | $457K | 0.1% | -3.9% | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 516,741 | $28.63M | 0.1% | +211.1% | 0.308% | |
2/8/2024 | Nvwm LLC | 16,785 | $930K | 0.3% | -5.6% | 0.010% | |
2/8/2024 | 1ST Source Bank | 613,374 | $33.99M | 2.1% | +13.5% | 0.365% | |
2/7/2024 | Johnson Investment Counsel Inc. | 9,262 | $513K | 0.0% | N/A | 0.006% | |
2/7/2024 | AGF Management Ltd. | 73,225 | $4.06M | 0.0% | +19.3% | 0.044% | |
2/7/2024 | BNP Paribas Financial Markets | 8,985 | $498K | 0.0% | N/A | 0.005% | |
2/7/2024 | Vestor Capital LLC | 116,191 | $6.44M | 0.6% | -4.2% | 0.069% | |
2/7/2024 | Bogart Wealth LLC | 2,881 | $160K | 0.0% | -24.0% | 0.002% | |
2/6/2024 | Cullen Frost Bankers Inc. | 155,285 | $8.60M | 0.1% | +666.6% | 0.092% | |
2/6/2024 | Leuthold Group LLC | 40,209 | $2.23M | 0.3% | +8.5% | 0.024% | |
2/6/2024 | Legacy Financial Advisors Inc. | 66,459 | $3.68M | 0.7% | -24.2% | 0.040% | |
2/6/2024 | Bare Financial Services Inc | 5,002 | $277K | 0.6% | N/A | 0.003% | |
2/6/2024 | First Horizon Advisors Inc. | 34,720 | $1.92M | 0.1% | +276.1% | 0.021% | |
2/5/2024 | RiverFront Investment Group LLC | 255,572 | $14.16M | 0.4% | +3.8% | 0.152% | |
2/5/2024 | Transcend Capital Advisors LLC | 43,811 | $2.43M | 0.2% | +14.0% | 0.026% | |
2/5/2024 | Russell Investments Group Ltd. | 1,737,744 | $96.29M | 0.2% | -9.1% | 1.034% | |
2/2/2024 | Abbrea Capital LLC | 38,648 | $2.14M | 0.3% | +16.6% | 0.023% | |
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2/1/2024 | Cutter & CO Brokerage Inc. | 13,106 | $726K | 0.2% | +3.8% | 0.008% | |
2/1/2024 | Greenwich Wealth Management LLC | 4,901 | $272K | 0.0% | -61.4% | 0.003% | |
2/1/2024 | Nicholas Hoffman & Company LLC. | 11,126 | $617K | 0.0% | +165.1% | 0.007% | |
1/31/2024 | Zhang Financial LLC | 30,871 | $1.71M | 0.1% | N/A | 0.018% | |
1/31/2024 | Red Tortoise LLC | 20,929 | $1.16M | 0.7% | +2,690.5% | 0.012% | |
1/30/2024 | Scissortail Wealth Management LLC | 17,013 | $930K | 0.3% | N/A | 0.010% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 604,446 | $33.49M | 3.6% | -1.3% | 0.367% | |
1/30/2024 | Buffington Mohr McNeal | 3,950 | $219K | 0.0% | N/A | 0.002% | |
1/30/2024 | SVB Wealth LLC | 10,918 | $605K | 0.0% | -6.5% | 0.007% | |
1/30/2024 | Sierra Capital LLC | 59,403 | $3.29M | 0.5% | +18.9% | 0.036% | |