3/8/2024 | Trust Co. of Vermont | 964 | $31K | 0.0% | -43.8% | 0.001% | |
2/21/2024 | Garde Capital Inc. | 47,819 | $1.53M | 0.1% | -24.8% | 0.038% | |
2/15/2024 | Blue Edge Capital LLC | 37,085 | $1.19M | 0.2% | +20.1% | 0.029% | |
2/15/2024 | OLD Mission Capital LLC | 411,841 | $13.20M | 0.2% | -0.2% | 0.325% | |
2/15/2024 | Baird Financial Group Inc. | 181,224 | $5.81M | 0.0% | +3.3% | 0.143% | |
2/15/2024 | Comerica Bank | 81,580 | $2.62M | 0.0% | -7.5% | 0.064% | |
|
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,632 | $52K | 0.1% | N/A | 0.001% | |
2/13/2024 | Jones Financial Companies Lllp | 56,635 | $1.82M | 0.0% | -2.0% | 0.045% | |
2/12/2024 | Partners Capital Investment Group LLP | 323,928 | $10.39M | 0.2% | +9.4% | 0.256% | |
2/12/2024 | Tradition Wealth Management LLC | 21,840 | $0.70M | 0.1% | +7.3% | 0.017% | |
2/12/2024 | Parallel Advisors LLC | 26,941 | $0.86M | 0.0% | -18.6% | 0.021% | |
2/12/2024 | Heritage Wealth Advisors | 38,047 | $1.22M | 0.1% | +13.3% | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 247,270 | $7.93M | 0.0% | +7.6% | 0.195% | |
2/8/2024 | Haverford Trust Co | 28,959 | $0.93M | 0.0% | -10.0% | 0.023% | |
2/8/2024 | Janney Montgomery Scott LLC | 37,945 | $1.22M | 0.0% | +26.1% | 0.030% | |
2/7/2024 | BNP Paribas Financial Markets | 1,193 | $38K | 0.0% | +102.2% | 0.001% | |
2/7/2024 | Bogart Wealth LLC | 5,028 | $0.16M | 0.0% | +17.8% | 0.004% | |
2/6/2024 | Provence Wealth Management Group | 3,056 | $98K | 0.1% | -28.2% | 0.002% | |
2/6/2024 | Natixis Advisors L.P. | 19,785 | $0.63M | 0.0% | +5.3% | 0.016% | |
2/6/2024 | First Horizon Advisors Inc. | 8,115 | $0.26M | 0.0% | -67.3% | 0.006% | |
2/2/2024 | Gould Asset Management LLC CA | 25,631 | $0.82M | 0.2% | +3.6% | 0.020% | |
2/2/2024 | JMG Financial Group Ltd. | 49,000 | $1.57M | 0.1% | +3.3% | 0.039% | |
1/30/2024 | SVB Wealth LLC | 15,470 | $0.50M | 0.0% | -6.2% | 0.012% | |
1/30/2024 | Bear Mountain Capital Inc. | 48,823 | $1.49M | 0.6% | N/A | 0.039% | |
1/29/2024 | Baystate Wealth Management LLC | 51,493 | $1.65M | 0.1% | +4.6% | 0.041% | |
1/29/2024 | ORG Partners LLC | 1,951 | $63K | 0.0% | +341.4% | 0.002% | |
1/29/2024 | Money Design Co. Ltd. | 465,433 | $14.92M | 0.8% | +5.7% | 0.367% | |
1/25/2024 | Strategic Blueprint LLC | 13,972 | $0.45M | 0.0% | -7.4% | 0.011% | |
1/24/2024 | Private Trust Co. NA | 13,079 | $0.42M | 0.0% | -12.3% | 0.010% | |
1/23/2024 | TIAA Trust National Association | 4,975,624 | $159.52M | 0.5% | +3.0% | 3.927% | |
1/23/2024 | Private Ocean LLC | 524,539 | $16.82M | 1.7% | +56.6% | 0.414% | |
1/19/2024 | AdvisorNet Financial Inc | 10,500 | $0.34M | 0.0% | -7.6% | 0.008% | |
1/19/2024 | Quent Capital LLC | 78,034 | $2.50M | 0.3% | -4.2% | 0.062% | |
1/17/2024 | Fiduciary Alliance LLC | 8,178 | $0.26M | 0.1% | -23.2% | 0.006% | |
1/16/2024 | Rosenberg Matthew Hamilton | 4,104 | $0.13M | 0.0% | -36.2% | 0.003% | |
1/11/2024 | Whittier Trust Co. | 3,038 | $97K | 0.0% | -81.2% | 0.002% | |
1/11/2024 | Intergy Private Wealth LLC | 146,761 | $4.71M | 2.0% | +5.8% | 0.116% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,584 | $51K | 0.0% | -32.9% | 0.001% | |
1/5/2024 | Montecito Bank & Trust | 21,762 | $0.70M | 0.2% | -6.7% | 0.017% | |
1/2/2024 | Appleton Partners Inc. MA | 6,522 | $0.21M | 0.0% | N/A | 0.005% | |
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11/17/2023 | Garde Capital Inc. | 63,604 | $1.93M | 0.2% | -6.6% | 0.050% | |
11/15/2023 | Integrated Wealth Concepts LLC | 99,308 | $3.01M | 0.1% | -6.4% | 0.078% | |
11/15/2023 | JPMorgan Chase & Co. | 1,741,921 | $52.75M | 0.0% | -204.0% | 1.362% | |
11/15/2023 | Ameriprise Financial Inc. | 2,489,313 | $75.36M | 0.0% | +2.5% | 1.946% | |
11/14/2023 | Jones Financial Companies Lllp | 57,820 | $1.75M | 0.0% | -9.5% | 0.045% | |
11/13/2023 | Natixis Advisors L.P. | 18,789 | $0.57M | 0.0% | +2.7% | 0.015% | |
11/13/2023 | Acorns Advisers LLC | 904,100 | $27.38M | 0.4% | +6.4% | 0.707% | |
11/13/2023 | Asset Dedication LLC | 51,545 | $1.56M | 0.1% | -2.3% | 0.040% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,349 | $41K | 0.0% | -66.8% | 0.001% | |
11/13/2023 | Provence Wealth Management Group | 4,257 | $0.13M | 0.1% | N/A | 0.003% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 1,247 | $38K | 0.0% | -51.8% | 0.001% | |
11/9/2023 | One Capital Management LLC | 7,707 | $0.23M | 0.0% | +9.1% | 0.006% | |
11/9/2023 | Heritage Wealth Advisors | 33,590 | $1.02M | 0.1% | +43.9% | 0.026% | |
11/8/2023 | Janney Montgomery Scott LLC | 30,087 | $0.91M | 0.0% | -39.1% | 0.024% | |
11/4/2023 | NBC Securities Inc. | 838 | $25K | 0.0% | N/A | 0.001% | |
11/4/2023 | EverSource Wealth Advisors LLC | 825 | $25K | 0.0% | -35.1% | 0.001% | |
10/31/2023 | JMG Financial Group Ltd. | 47,449 | $1.44M | 0.1% | +4.3% | 0.037% | |
10/30/2023 | Bogart Wealth LLC | 4,268 | $0.13M | 0.0% | +152.8% | 0.003% | |
10/30/2023 | True Link Financial Advisors LLC | 24,135 | $0.73M | 0.1% | +7.7% | 0.019% | |
10/30/2023 | Money Design Co. Ltd. | 440,330 | $13.33M | 0.8% | -4.8% | 0.340% | |
10/27/2023 | First Horizon Advisors Inc. | 24,849 | $0.75M | 0.0% | -7.1% | 0.019% | |
10/27/2023 | TIAA Trust National Association | 4,829,643 | $146.24M | 0.5% | N/A | 3.729% | |
10/27/2023 | Whittier Trust Co. | 16,136 | $0.49M | 0.0% | -28.4% | 0.012% | |
10/26/2023 | Baystate Wealth Management LLC | 49,235 | $1.49M | 0.1% | +2.1% | 0.038% | |
10/24/2023 | Bank of New York Mellon Corp | 101,023 | $3.06M | 0.0% | +149.9% | 0.075% | |
10/24/2023 | Private Ocean LLC | 335,008 | $10.14M | 1.3% | -20.2% | 0.249% | |
10/24/2023 | Gould Asset Management LLC CA | 24,734 | $0.75M | 0.2% | +3.9% | 0.018% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 229,845 | $6.96M | 0.0% | -2.6% | 0.171% | |
10/23/2023 | SVB Wealth LLC | 16,496 | $0.50M | 0.0% | +3.4% | 0.012% | |
10/18/2023 | Fiduciary Alliance LLC | 10,652 | $0.32M | 0.1% | +34.8% | 0.008% | |
10/18/2023 | Strategic Blueprint LLC | 15,088 | $0.46M | 0.0% | -30.3% | 0.011% | |
10/18/2023 | Private Trust Co. NA | 14,918 | $0.45M | 0.1% | -4.0% | 0.011% | |
10/13/2023 | Mascoma Wealth Management LLC | 17,779 | $0.54M | 0.2% | +5.0% | 0.013% | |
10/12/2023 | AdvisorNet Financial Inc | 11,363 | $0.34M | 0.0% | -3.2% | 0.008% | |
10/12/2023 | Hall Laurie J Trustee | 1,000 | $30K | 0.0% | -33.3% | 0.001% | |
10/11/2023 | Rosenberg Matthew Hamilton | 6,431 | $0.20M | 0.1% | -49.7% | 0.005% | |
10/10/2023 | Quent Capital LLC | 81,436 | $2.47M | 0.4% | -50.5% | 0.061% | |
9/21/2023 | Baystate Wealth Management LLC | 48,205 | $1.53M | 0.1% | -1.0% | 0.034% | |
9/12/2023 | Farther Finance Advisors LLC | 31,998 | $1.01M | 0.2% | +9.4% | 0.023% | |
9/7/2023 | ST Germain D J Co. Inc. | 35,036 | $1.11M | 0.1% | N/A | 0.025% | |
8/29/2023 | Garde Capital Inc. | 68,074 | $2.15M | 0.2% | +3.1% | 0.049% | |
8/21/2023 | Blue Edge Capital LLC | 35,334 | $1.12M | 0.2% | +12.2% | 0.025% | |
8/15/2023 | Objective Capital Management LLC | 38,388 | $1.21M | 1.1% | -7.7% | 0.027% | |
8/15/2023 | Cornerstone Planning Group LLC | 2,611 | $83K | 0.0% | N/A | 0.002% | |
8/15/2023 | Colony Group LLC | 38,130 | $1.21M | 0.0% | -2.9% | 0.027% | |
8/15/2023 | Captrust Financial Advisors | 45,221 | $1.43M | 0.0% | -20.9% | 0.032% | |
8/15/2023 | C M Bidwell & Associates Ltd. | 2,178 | $69K | 0.1% | -20.3% | 0.002% | |
8/14/2023 | United Capital Financial Advisers LLC | 68,667 | $2.17M | 0.0% | -2.2% | 0.049% | |
8/14/2023 | Union Savings Bank | 3,758 | $0.13M | 0.1% | N/A | 0.003% | |
8/14/2023 | Partners Capital Investment Group LLP | 304,027 | $9.62M | 0.2% | +20.7% | 0.217% | |
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8/11/2023 | Baird Financial Group Inc. | 164,483 | $5.20M | 0.0% | +3.2% | 0.117% | |
8/11/2023 | Acorns Advisers LLC | 849,659 | $26.88M | 0.4% | +8.3% | 0.607% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 1,080 | $34K | 0.0% | +69.0% | 0.001% | |
8/9/2023 | Flow Traders U.S. LLC | 24,980 | $0.79M | 0.0% | N/A | 0.018% | |
8/9/2023 | Heritage Wealth Advisors | 23,346 | $0.74M | 0.0% | +72.0% | 0.017% | |
8/9/2023 | Jones Financial Companies Lllp | 63,868 | $2.02M | 0.0% | -13.9% | 0.046% | |
8/8/2023 | Haverford Trust Co | 32,171 | $1.02M | 0.0% | +11.6% | 0.023% | |
8/7/2023 | Gould Asset Management LLC CA | 23,808 | $0.75M | 0.2% | +10.6% | 0.017% | |
8/4/2023 | Parallel Advisors LLC | 34,421 | $1.09M | 0.0% | -7.9% | 0.025% | |
8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 184,710 | $5.84M | 0.1% | -0.9% | 0.132% | |