3/15/2024 | Hart & Patterson Financial Group LLC | 63,938 | $4.83M | 2.5% | N/A | 0.063% | |
3/15/2024 | Regis Acquisition Inc. | 4,140 | $0.31M | 0.1% | N/A | 0.004% | |
3/8/2024 | ICA Group Wealth Management LLC | 400 | $30K | 0.0% | N/A | 0.000% | |
3/7/2024 | Objective Capital Management LLC | 43,441 | $3.28M | 2.5% | -6.9% | 0.043% | |
3/6/2024 | SageView Advisory Group LLC | 72,787 | $5.51M | 0.2% | +9.3% | 0.072% | |
3/5/2024 | Fisher Asset Management LLC | 39,845 | $3.01M | 0.0% | +10.5% | 0.039% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 1,612,149 | $121.78M | 0.0% | +0.6% | 1.588% | |
2/29/2024 | Scarborough Advisors LLC | 830 | $63K | 0.0% | N/A | 0.001% | |
2/28/2024 | EP Wealth Advisors LLC | 383,570 | $28.98M | 0.4% | +3.7% | 0.378% | |
2/23/2024 | Chicago Partners Investment Group LLC | 17,049 | $1.28M | 0.1% | +7.7% | 0.017% | |
2/22/2024 | Scarborough Advisors LLC | 9,679 | $0.73M | 0.0% | N/A | 0.010% | |
2/21/2024 | Garde Capital Inc. | 84,720 | $6.40M | 0.5% | -27.1% | 0.083% | |
2/20/2024 | Able Wealth Management LLC | 403 | $30K | 0.0% | N/A | 0.000% | |
2/20/2024 | Voisard Asset Management Group Inc. | 1,209 | $91K | 0.1% | N/A | 0.001% | |
2/16/2024 | Hobbs Group Advisors LLC | 364 | $27K | 0.0% | N/A | 0.000% | |
2/16/2024 | SageView Advisory Group LLC | 72,787 | $5.51M | 0.2% | +9.3% | 0.072% | |
2/16/2024 | Harbour Investments Inc. | 23,358 | $1.76M | 0.1% | -4.5% | 0.023% | |
2/16/2024 | Clarity Asset Management Inc. | 132,770 | $10.03M | 7.9% | N/A | 0.131% | |
2/15/2024 | Arkos Global Advisors | 4,126 | $0.31M | 0.1% | -28.6% | 0.004% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 800,912 | $60.50M | 0.2% | +11.5% | 0.789% | |
2/15/2024 | Blue Edge Capital LLC | 43,279 | $3.27M | 0.6% | +17.9% | 0.043% | |
2/15/2024 | Baker Avenue Asset Management LP | 6,580 | $0.50M | 0.0% | +5.0% | 0.006% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 35,827 | $2.71M | 0.1% | +30.9% | 0.035% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 8,873 | $0.67M | 0.0% | -12.0% | 0.009% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 21,184 | $1.60M | 0.4% | -1.5% | 0.021% | |
2/15/2024 | Modera Wealth Management LLC | 175,114 | $13.23M | 0.2% | -1.7% | 0.173% | |
2/15/2024 | OLD Mission Capital LLC | 25,988 | $1.96M | 0.0% | -48.2% | 0.026% | |
2/15/2024 | Forefront Analytics LLC | 366,798 | $27.71M | 13.7% | +6.3% | 0.361% | |
2/15/2024 | Buckingham Strategic Partners LLC | 6,853 | $0.52M | 0.0% | +31.5% | 0.007% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 8,049 | $0.61M | 0.0% | +45.1% | 0.008% | |
2/15/2024 | Baird Financial Group Inc. | 188,549 | $14.24M | 0.0% | +12.7% | 0.186% | |
2/15/2024 | Bell Investment Advisors Inc | 8,393 | $0.63M | 0.1% | +3.0% | 0.008% | |
2/15/2024 | Comerica Bank | 12,621 | $0.95M | 0.0% | -9.1% | 0.012% | |
2/14/2024 | Royal Bank of Canada | 372,892 | $28.17M | 0.0% | +0.8% | 0.367% | |
2/14/2024 | Pathstone Holdings LLC | 9,741 | $0.74M | 0.0% | N/A | 0.010% | |
2/14/2024 | Pitcairn Co. | 45,973 | $3.47M | 0.3% | -13.5% | 0.045% | |
2/14/2024 | Kestra Advisory Services LLC | 75,692 | $5.72M | 0.0% | -66.6% | 0.075% | |
2/14/2024 | Creative Planning | 508,230 | $38.39M | 0.1% | +6.0% | 0.501% | |
2/14/2024 | Tcwp LLC | 3,283 | $0.25M | 0.7% | -65.4% | 0.003% | |
2/14/2024 | MGO One Seven LLC | 3,283 | $0.25M | 0.0% | N/A | 0.003% | |
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2/14/2024 | Cresset Asset Management LLC | 34,554 | $2.61M | 0.0% | +5.0% | 0.034% | |
2/14/2024 | Sei Investments Co. | 510,626 | $38.57M | 0.1% | +3.2% | 0.503% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 6,711 | $0.51M | 0.1% | +3.7% | 0.007% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,472,406 | $111.23M | 0.0% | -35.7% | 1.451% | |
2/13/2024 | Northern Trust Corp | 3,367,218 | $254.36M | 0.0% | -19.8% | 3.317% | |
2/13/2024 | Magellan Asset Management Ltd | 33,793 | $2.55M | 0.0% | -11.8% | 0.033% | |
2/13/2024 | Cetera Advisor Networks LLC | 46,092 | $3.48M | 0.0% | -11.9% | 0.045% | |
2/13/2024 | Lake Street Advisors Group LLC | 267,205 | $20.19M | 1.4% | +2.8% | 0.263% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,612,149 | $121.78M | 0.0% | +0.6% | 1.588% | |
2/13/2024 | Jones Financial Companies Lllp | 77,133 | $5.83M | 0.0% | +3.2% | 0.076% | |
2/12/2024 | Partners Capital Investment Group LLP | 225,659 | $17.05M | 0.4% | +2.3% | 0.222% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 21,002 | $1.59M | 0.1% | -2.3% | 0.021% | |
2/12/2024 | Mercer Investments LLC | 29,460 | $2.23M | 2.9% | +102.4% | 0.029% | |
2/12/2024 | TFO Wealth Partners LLC | 252 | $19.04M | 0.0% | +180.0% | 0.000% | |
2/12/2024 | Fiduciary Trust Co | 442,754 | $33.45M | 0.6% | +5.5% | 0.436% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,400 | $0.33M | 0.0% | N/A | 0.004% | |
2/12/2024 | Stifel Financial Corp | 100,525 | $7.59M | 0.0% | -1.2% | 0.099% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 140,770 | $10.63M | 0.1% | +12.8% | 0.139% | |
2/12/2024 | Parallel Advisors LLC | 9,982 | $0.75M | 0.0% | -20.7% | 0.010% | |
2/12/2024 | Heritage Wealth Advisors | 25,273 | $1.91M | 0.1% | +2.8% | 0.025% | |
2/9/2024 | Johnson Financial Group Inc. | 1,119 | $85K | 0.0% | -45.8% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 25,498 | $1.93M | 0.0% | -9.0% | 0.025% | |
2/9/2024 | Orion Portfolio Solutions LLC | 11,632 | $0.87M | 0.0% | -22.8% | 0.011% | |
2/9/2024 | Weil Company Inc. | 6,423 | $0.49M | 0.2% | -8.5% | 0.006% | |
2/9/2024 | Avantax Planning Partners Inc. | 20,987 | $1.59M | 0.1% | -3.1% | 0.021% | |
2/9/2024 | Wade Financial Advisory Inc | 3,940 | $0.30M | 0.1% | +8.5% | 0.004% | |
2/9/2024 | SageView Advisory Group LLC | 72,787 | $5.51M | 0.2% | +9.3% | 0.072% | |
2/9/2024 | US Bancorp DE | 798,067 | $60.29M | 0.1% | +3.6% | 0.786% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 180,776 | $13.66M | 0.1% | -1.4% | 0.178% | |
2/9/2024 | Sand Hill Global Advisors LLC | 108,864 | $8.22M | 0.4% | -1.2% | 0.107% | |
2/9/2024 | Franklin Resources Inc. | 143,720 | $10.86M | 0.0% | +45.5% | 0.142% | |
2/9/2024 | Milestone Investment Advisors LLC | 6,688 | $0.51M | 0.1% | +8.1% | 0.007% | |
2/9/2024 | Corient Private Wealth LLC | 355,269 | $26.84M | 0.0% | -0.2% | 0.350% | |
2/9/2024 | D.A. Davidson & CO. | 405,841 | $30.66M | 0.3% | -1.3% | 0.400% | |
2/9/2024 | Sachetta LLC | 2,248 | $0.17M | 0.1% | N/A | 0.002% | |
2/9/2024 | Wells Fargo & Company MN | 1,626,367 | $122.86M | 0.0% | +3.0% | 1.602% | |
2/9/2024 | Coldstream Capital Management Inc. | 18,377 | $1.39M | 0.0% | +42.0% | 0.018% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 14,384 | $1.09M | 0.3% | +80.3% | 0.014% | |
2/9/2024 | UBS Group AG | 1,523,024 | $115.05M | 0.0% | -0.8% | 1.501% | |
2/9/2024 | PNC Financial Services Group Inc. | 629,563 | $47.56M | 0.0% | +36.0% | 0.620% | |
2/9/2024 | Laurel Wealth Planning LLC | 120,848 | $9.13M | 6.5% | -1.9% | 0.119% | |
2/8/2024 | Brown Advisory Inc. | 2,705 | $0.20M | 0.0% | N/A | 0.003% | |
2/8/2024 | Private Wealth Management Group LLC | 18,267 | $1.38M | 0.7% | N/A | 0.018% | |
2/8/2024 | Haverford Trust Co | 13,331 | $1.01M | 0.0% | +12.0% | 0.013% | |
2/8/2024 | Beacon Pointe Advisors LLC | 70,947 | $5.36M | 0.1% | +73.7% | 0.070% | |
2/8/2024 | Quadrant Capital Group LLC | 11,132 | $0.84M | 0.1% | +4.9% | 0.011% | |
2/8/2024 | Wade G W & Inc. | 15,455 | $1.17M | 0.0% | +3.9% | 0.015% | |
2/8/2024 | Janney Montgomery Scott LLC | 6,907 | $0.52M | 0.0% | -64.3% | 0.007% | |
2/8/2024 | Facet Wealth Inc. | 26,922 | $2.03M | 0.1% | +3.9% | 0.027% | |
2/8/2024 | Your Advocates Ltd. LLP | 441 | $33K | 0.0% | +52.1% | 0.000% | |
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2/8/2024 | JNBA Financial Advisors | 45,242 | $3.42M | 0.4% | +0.6% | 0.045% | |
2/8/2024 | Massachusetts Financial Services Co. MA | 6,869 | $0.52M | 0.0% | -13.4% | 0.007% | |
2/7/2024 | Avantax Advisory Services Inc. | 4,527 | $0.34M | 0.0% | -33.6% | 0.004% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 40,643 | $3.07M | 0.2% | +16.7% | 0.040% | |
2/7/2024 | One Capital Management LLC | 20,762 | $1.57M | 0.1% | -1.4% | 0.020% | |
2/7/2024 | Evergreen Wealth Solutions LLC | 3,389 | $0.26M | 0.2% | +9.8% | 0.003% | |
2/7/2024 | BNP Paribas Financial Markets | 716 | $54K | 0.0% | +73.8% | 0.001% | |
2/7/2024 | Pecaut & CO. | 2,970 | $0.22M | 0.1% | +15.5% | 0.003% | |
2/7/2024 | VisionPoint Advisory Group LLC | 682 | $52K | 0.0% | N/A | 0.001% | |
2/7/2024 | Accredited Investors Inc. | 57,750 | $4.36M | 0.3% | +5.7% | 0.057% | |