11/27/2024 | Franklin Resources Inc. | 27,228 | $626K | 0.0% | +5.3% | 0.002% | |
11/25/2024 | Synovus Financial Corp | 216,588 | $5.08M | 0.1% | -4.1% | 0.019% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 342,760 | $8.04M | 0.1% | N/A | 0.030% | |
11/25/2024 | World Investment Advisors LLC | 27,417 | $643K | 0.0% | +52.4% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 2,042,510 | $46.24M | 0.3% | +34.0% | 0.181% | |
11/19/2024 | Invst LLC | 33,417 | $784K | 0.1% | -27.9% | 0.003% | |
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11/18/2024 | TD Private Client Wealth LLC | 5,473,630 | $128.36M | 3.7% | +12.5% | 0.484% | |
11/18/2024 | Arete Wealth Advisors LLC | 29,603 | $694K | 0.1% | -4.1% | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 26,499 | $621K | 0.0% | +9.2% | 0.002% | |
11/18/2024 | Ashford Capital Management Inc. | 176,657 | $4.14M | 0.5% | -3.5% | 0.016% | |
11/15/2024 | MidWestOne Financial Group Inc. | 15,882 | $372K | 0.1% | -18.7% | 0.001% | |
11/15/2024 | Brophy Wealth Management LLC | 368,818 | $8.65M | 3.1% | N/A | 0.033% | |
11/15/2024 | High Falls Advisors Inc | 76,064 | $1.78M | 0.4% | +23.5% | 0.007% | |
11/15/2024 | M&T Bank Corp | 131,529 | $3.08M | 0.0% | -28.3% | 0.012% | |
11/15/2024 | Barclays PLC | 276,355 | $6.48M | 0.0% | -3.0% | 0.024% | |
11/15/2024 | MML Investors Services LLC | 1,476,217 | $34.62M | 0.1% | +21.4% | 0.131% | |
11/15/2024 | Orion Portfolio Solutions LLC | 159,594 | $3.74M | 0.1% | +15.4% | 0.014% | |
11/15/2024 | National Bank of Canada FI | 92,741 | $2.18M | 0.0% | +9.5% | 0.008% | |
11/15/2024 | Glen Eagle Advisors LLC | 1,687 | $40K | 0.0% | +55.2% | 0.000% | |
11/15/2024 | EP Wealth Advisors LLC | 5,193,828 | $121.80M | 1.0% | +3.8% | 0.460% | |
11/15/2024 | Insigneo Advisory Services LLC | 9,534 | $224K | 0.0% | -4.6% | 0.001% | |
11/15/2024 | Jane Street Group LLC | 165,791 | $3.89M | 0.0% | +245.4% | 0.015% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 1,474,071 | $34.44M | 0.2% | N/A | 0.130% | |
11/15/2024 | Stifel Financial Corp | 905,118 | $21.23M | 0.0% | +0.6% | 0.080% | |
11/15/2024 | Swmg LLC | 130,559 | $2.95M | 1.2% | +10.8% | 0.012% | |
11/15/2024 | SYM FINANCIAL Corp | 2,852,373 | $66.89M | 9.0% | +2.4% | 0.252% | |
11/15/2024 | SageView Advisory Group LLC | 17,045 | $400K | 0.0% | -8.7% | 0.002% | |
11/15/2024 | Quadrature Capital Ltd | 46,607 | $1.09M | 0.0% | +368.8% | 0.004% | |
11/15/2024 | IHT Wealth Management LLC | 36,318 | $852K | 0.0% | +63.0% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 659,941 | $15.48M | 0.2% | -3.1% | 0.058% | |
11/15/2024 | Itau Unibanco Holding S.A. | 4,514,711 | $105.87M | 3.5% | -2.9% | 0.400% | |
11/15/2024 | HighTower Advisors LLC | 454,882 | $10.66M | 0.0% | -64.1% | 0.040% | |
11/15/2024 | Hilltop Holdings Inc. | 410,200 | $9.62M | 0.6% | +9.6% | 0.036% | |
11/15/2024 | Ascent Group LLC | 121,706 | $2.85M | 0.2% | -1.9% | 0.011% | |
11/15/2024 | Kestra Investment Management LLC | 261,409 | $6.13M | 0.3% | +16.3% | 0.023% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 4,839,540 | $113.49M | 6.4% | +16.3% | 0.428% | |
11/14/2024 | Edgestream Partners L.P. | 10,139 | $238K | 0.0% | N/A | 0.001% | |
11/14/2024 | TRUE Private Wealth Advisors | 15,931 | $374K | 0.0% | -14.1% | 0.001% | |
11/14/2024 | Flow Traders U.S. LLC | 26,306 | $617K | 0.0% | N/A | 0.002% | |
11/14/2024 | Captrust Financial Advisors | 25,587 | $600K | 0.0% | +28.4% | 0.002% | |
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11/14/2024 | Icon Wealth Advisors LLC | 65,823 | $1.54M | 0.1% | -1.7% | 0.006% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,129,671 | $26.49M | 0.1% | +4.7% | 0.100% | |
11/14/2024 | National Wealth Management Group LLC | 33,290 | $781K | 0.5% | +12.0% | 0.003% | |
11/14/2024 | Stone House Investment Management LLC | 31,467 | $738K | 0.2% | +3.6% | 0.003% | |
11/14/2024 | True Vision MN LLC | 41,795 | $980K | 0.6% | +3.0% | 0.004% | |
11/14/2024 | CreativeOne Wealth LLC | 176,153 | $4.13M | 0.1% | +114.6% | 0.016% | |
11/14/2024 | BNP Paribas | 92,932 | $2.18M | 0.1% | -2.6% | 0.008% | |
11/13/2024 | Townsquare Capital LLC | 6,157,505 | $144.39M | 1.7% | +3.9% | 0.545% | |
11/13/2024 | FMR LLC | 26,353,543 | $617.99M | 0.0% | -51.0% | 2.332% | |
11/13/2024 | Bank of Montreal Can | 485,280 | $11.41M | 0.0% | +762.0% | 0.043% | |
11/13/2024 | Private Trust Co. NA | 190,356 | $4.46M | 0.4% | +8.6% | 0.017% | |
11/13/2024 | Brown Brothers Harriman & Co. | 16,941 | $397K | 0.0% | N/A | 0.001% | |
11/13/2024 | Pacific Financial Group Inc. | 37,587 | $881K | 0.6% | -3.8% | 0.003% | |
11/13/2024 | Prosperity Financial Group Inc. | 23,630 | $554K | 0.3% | +133.0% | 0.002% | |
11/13/2024 | Fisher Asset Management LLC | 12,274 | $288K | 0.0% | -54.5% | 0.001% | |
11/12/2024 | Cahill Financial Advisors Inc. | 25,225 | $592K | 0.1% | -82.3% | 0.002% | |
11/12/2024 | Capital Investment Counsel LLC | 158,598 | $3.72M | 0.6% | -17.4% | 0.014% | |
11/12/2024 | Centaurus Financial Inc. | 16,953 | $398K | 0.0% | +170.9% | 0.002% | |
11/12/2024 | Larson Financial Group LLC | 2,144 | $50K | 0.0% | -61.6% | 0.000% | |
11/12/2024 | Kingsview Wealth Management LLC | 34,229 | $803K | 0.0% | -3.3% | 0.003% | |
11/12/2024 | Cerity Partners LLC | 794,410 | $18.63M | 0.0% | +7.7% | 0.070% | |
11/12/2024 | Alesco Advisors LLC | 3,076,797 | $72.15M | 2.2% | +1.4% | 0.272% | |
11/12/2024 | Great Valley Advisor Group Inc. | 86,777 | $2.04M | 0.1% | +89.2% | 0.008% | |
11/12/2024 | Meridian Wealth Management LLC | 369,326 | $8.66M | 0.4% | +22.3% | 0.033% | |
11/12/2024 | Icon Wealth Advisors LLC | 81,540 | $1.91M | 0.1% | +21.8% | 0.007% | |
11/12/2024 | CFS Investment Advisory Services LLC | 139,044 | $3.26M | 0.3% | -6.6% | 0.012% | |
11/12/2024 | Concorde Asset Management LLC | 12,799 | $300K | 0.2% | N/A | 0.001% | |
11/12/2024 | Cerity Partners OCIO LLC | 469,919 | $11.02M | 0.9% | +3.7% | 0.042% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 12,822,050 | $300.68M | 0.1% | +0.2% | 1.135% | |
11/9/2024 | LPL Financial LLC | 107,763,508 | $2.53B | 1.1% | +3.4% | 9.537% | |
11/9/2024 | Shelter Mutual Insurance Co | 105,250 | $2.39M | 0.6% | +119.3% | 0.009% | |
11/8/2024 | Moors & Cabot Inc. | 28,727 | $674K | 0.0% | -6.2% | 0.003% | |
11/8/2024 | First Horizon Advisors Inc. | 41,171 | $966K | 0.0% | +7.9% | 0.004% | |
11/8/2024 | Commerce Bank | 2,803,186 | $65.74M | 0.4% | -11.5% | 0.248% | |
11/8/2024 | Avior Wealth Management LLC | 7,280 | $171K | 0.0% | +74.4% | 0.001% | |
11/8/2024 | PNC Financial Services Group Inc. | 36,625,741 | $858.87M | 0.5% | +7.8% | 3.241% | |
11/8/2024 | Spectrum Planning & Advisory Services Inc. | 16,111 | $378K | 0.4% | -36.8% | 0.001% | |
11/8/2024 | Summit Wealth Group LLC | 42,309 | $992K | 0.3% | +8.7% | 0.004% | |
11/8/2024 | BIP Wealth LLC | 69,732 | $1.64M | 0.1% | +164.9% | 0.006% | |
11/8/2024 | Prospera Financial Services Inc | 77,174 | $1.81M | 0.0% | -18.0% | 0.007% | |
11/7/2024 | Chesapeake Wealth Management | 8,591 | $201K | 0.1% | N/A | 0.001% | |
11/7/2024 | Drive Wealth Management LLC | 313,800 | $7.36M | 1.9% | +23.4% | 0.028% | |
11/7/2024 | GLOBALT Investments LLC GA | 2,465,947 | $57.83M | 2.2% | -4.1% | 0.218% | |
11/7/2024 | Theory Financial LLC | 9,332 | $213K | 0.1% | N/A | 0.001% | |
11/7/2024 | Westfuller Advisors LLC | 41,227 | $967K | 0.7% | N/A | 0.004% | |
11/7/2024 | Thrivent Financial for Lutherans | 1,494,812 | $35.05M | 0.1% | +280.3% | 0.132% | |
11/7/2024 | Envision Financial Planning LLC | 644,386 | $15.11M | 8.0% | N/A | 0.057% | |
11/6/2024 | GoalVest Advisory LLC | 2,673 | $63K | 0.0% | N/A | 0.000% | |
11/6/2024 | BCGM Wealth Management LLC | 15,755 | $369K | 0.1% | -10.3% | 0.001% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 2,320,755 | $54.42M | 1.3% | +0.5% | 0.205% | |
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11/6/2024 | Cutler Investment Counsel LLC | 810,455 | $19.01M | 2.4% | +15.7% | 0.072% | |
11/6/2024 | TSA Wealth Managment LLC | 73,102 | $1.71M | 0.7% | +2.0% | 0.006% | |
11/6/2024 | Bank of Marin | 52,732 | $1.24M | 1.0% | +25.7% | 0.005% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 42,238 | $990K | 0.0% | +15.6% | 0.004% | |
11/6/2024 | OneDigital Investment Advisors LLC | 66,919 | $1.57M | 0.0% | -42.0% | 0.006% | |
11/6/2024 | Lifeworks Advisors LLC | 737,514 | $17.30M | 3.4% | +33.6% | 0.065% | |
11/6/2024 | Intelligence Driven Advisers LLC | 99,470 | $2.33M | 0.3% | -3.1% | 0.009% | |
11/6/2024 | Snider Financial Group | 476,032 | $11.16M | 4.1% | +20.4% | 0.042% | |
11/6/2024 | Main Street Financial Solutions LLC | 13,137 | $308K | 0.0% | +8.4% | 0.001% | |
11/6/2024 | Cornerstone Planning Group LLC | 2,578 | $59K | 0.0% | -45.8% | 0.000% | |