5/2/2025 | Dynasty Wealth Management LLC | 45,148 | $2.47M | 0.0% | +3.2% | 0.040% | |
5/2/2025 | Droms Strauss Advisors Inc. MO ADV | 47,140 | $2.58M | 0.9% | -6.4% | 0.042% | |
5/1/2025 | Corrado Advisors LLC | 36,313 | $1.99M | 1.3% | +5.9% | 0.032% | |
5/1/2025 | Schechter Investment Advisors LLC | 59,320 | $3.24M | 0.3% | +0.6% | 0.053% | |
5/1/2025 | Ballentine Partners LLC | 289,122 | $15.81M | 0.3% | -1.8% | 0.256% | |
5/1/2025 | Auour Investments LLC | 3,752 | $212K | 0.1% | -55.7% | 0.003% | |
4/30/2025 | Joseph Group Capital Management | 5,327 | $291K | 0.1% | +12.3% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 20,677 | $1.13M | 0.0% | +70.6% | 0.018% | |
4/30/2025 | DMC Group LLC | 4,621 | $253K | 0.2% | N/A | 0.004% | |
4/30/2025 | Allworth Financial LP | 686 | $39K | 0.0% | +57.3% | 0.001% | |
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4/30/2025 | Capital Insight Partners LLC | 83,047 | $4.54M | 0.8% | +0.6% | 0.074% | |
4/30/2025 | Banque Pictet & Cie SA | 29,780 | $1.63M | 0.0% | -8.7% | 0.026% | |
4/30/2025 | Principal Securities Inc. | 144,334 | $7.54M | 0.2% | +0.3% | 0.128% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,686 | $202K | 0.0% | -31.1% | 0.003% | |
4/30/2025 | Washington Trust Bank | 64,053 | $3.50M | 0.4% | -17.2% | 0.057% | |
4/29/2025 | Envestnet Asset Management Inc. | 555,738 | $30.38M | 0.0% | -5.9% | 0.492% | |
4/29/2025 | Concurrent Investment Advisors LLC | 4,000 | $219K | 0.0% | N/A | 0.004% | |
4/29/2025 | Bank of New York Mellon Corp | 296,662 | $16.22M | 0.0% | -25.8% | 0.263% | |
4/28/2025 | Principal Financial Group Inc. | 2,051,616 | $112.16M | 0.1% | -3.7% | 1.817% | |
4/28/2025 | Private Trust Co. NA | 10,270 | $561K | 0.1% | N/A | 0.009% | |
4/28/2025 | Penobscot Wealth Management | 18,979 | $1.04M | 0.4% | N/A | 0.017% | |
4/28/2025 | FSM Wealth Advisors LLC | 159,748 | $8.73M | 2.0% | +4.0% | 0.141% | |
4/28/2025 | Keybank National Association OH | 138,007 | $7.55M | 0.0% | -8.3% | 0.122% | |
4/28/2025 | Money Design Co. Ltd. | 564,350 | $30.85M | 1.5% | +4.8% | 0.500% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 41,503 | $2.27M | 0.0% | -0.9% | 0.037% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,597 | $142K | 0.0% | -45.8% | 0.002% | |
4/23/2025 | Perigon Wealth Management LLC | 40,000 | $2.19M | 0.1% | N/A | 0.036% | |
4/23/2025 | Symphony Financial Ltd. Co. | 13,644 | $746K | 0.4% | N/A | 0.012% | |
4/23/2025 | Continuum Advisory LLC | 854 | $47K | 0.0% | -26.8% | 0.001% | |
4/22/2025 | Spinnaker Investment Group LLC | 3,882 | $212K | 0.0% | N/A | 0.003% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,586 | $1.51M | 0.0% | +14.7% | 0.025% | |
4/22/2025 | Sage Financial Group Inc. | 115,704 | $6.33M | 0.5% | -5.6% | 0.103% | |
4/22/2025 | Heartland Bank & Trust Co | 328,853 | $17.98M | 9.2% | +14.0% | 0.292% | |
4/22/2025 | Worth Financial Advisory Group LLC | 6,594 | $360K | 0.2% | +3.6% | 0.006% | |
4/22/2025 | Advisor Resource Council | 19,035 | $1.04M | 0.1% | N/A | 0.017% | |
4/21/2025 | Sincerus Advisory LLC | 11,676 | $638K | 0.7% | -1.8% | 0.010% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,076 | $223K | 0.0% | -18.2% | 0.004% | |
4/21/2025 | Hoge Financial Services LLC | 56,202 | $3.07M | 2.1% | -18.5% | 0.050% | |
4/17/2025 | Louisbourg Investments Inc. | 15,657 | $856K | 0.2% | +7.3% | 0.014% | |
4/17/2025 | Highline Wealth Partners LLC | 1,962 | $107K | 0.0% | N/A | 0.002% | |
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4/17/2025 | Montecito Bank & Trust | 9,427 | $515K | 0.1% | -9.9% | 0.008% | |
4/17/2025 | Janney Montgomery Scott LLC | 148,733 | $8.13M | 0.0% | -7.5% | 0.133% | |
4/17/2025 | Abound Wealth Management | 1,633 | $89K | 0.0% | N/A | 0.001% | |
4/17/2025 | Exchange Traded Concepts LLC | 2,225 | $122K | 0.0% | +105.4% | 0.002% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 33,028 | $1.81M | 0.0% | +206.0% | 0.030% | |
4/16/2025 | GEN Financial Management INC. | 5,463 | $299K | 0.2% | N/A | 0.005% | |
4/15/2025 | Total Wealth Planning LLC | 82,386 | $4.50M | 0.7% | -3.1% | 0.074% | |
4/15/2025 | Fifth Third Bancorp | 1,342,373 | $73.39M | 0.3% | -0.9% | 1.202% | |
4/15/2025 | CX Institutional | 256,191 | $14.01M | 0.5% | +255.7% | 0.229% | |
4/15/2025 | Simplicity Wealth LLC | 6,434 | $352K | 0.0% | N/A | 0.006% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 7,894 | $432K | 0.0% | -18.4% | 0.007% | |
4/10/2025 | Boltwood Capital Management | 11,460 | $627K | 0.2% | +13.5% | 0.010% | |
4/10/2025 | Naples Global Advisors LLC | 155,945 | $8.53M | 0.8% | +5.7% | 0.140% | |
4/10/2025 | Arrien Investments Inc. | 80,516 | $4.40M | 3.2% | -0.7% | 0.072% | |
4/10/2025 | Lakeshore Capital Group Inc. | 10,224 | $559K | 0.5% | N/A | 0.009% | |
4/9/2025 | Kwmg LLC | 8,364 | $457K | 0.0% | -89.9% | 0.008% | |
4/9/2025 | Harbor Investment Advisory LLC | 5,515 | $302K | 0.0% | N/A | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,793 | $564K | 0.0% | +13.0% | 0.011% | |
3/4/2025 | Comprehensive Money Management Services LLC | 10,494 | $549K | 0.5% | N/A | 0.011% | |
2/24/2025 | Sunbeam Capital Management LLC | 9,368 | $490K | 0.5% | N/A | 0.010% | |
2/20/2025 | Mackenzie Financial Corp | 77,491 | $4.05M | 0.0% | -40.9% | 0.079% | |
2/20/2025 | Sunbeam Capital Management LLC | 9,368 | $490K | 1.1% | N/A | 0.010% | |
2/18/2025 | Nepc LLC | 691,199 | $36.13M | 1.0% | +18.0% | 0.708% | |
2/17/2025 | Pathstone Holdings LLC | 407,595 | $21.31M | 0.1% | +132.0% | 0.418% | |
2/17/2025 | Meketa Capital LLC | 5,456 | $285K | 0.6% | N/A | 0.006% | |
2/17/2025 | Laird Norton Wetherby Trust Company LLC | 12,380 | $647K | 0.1% | N/A | 0.013% | |
2/17/2025 | Focus Partners Wealth | 144,345 | $7.63M | 0.0% | -3.1% | 0.148% | |
2/17/2025 | Forefront Analytics LLC | 79,739 | $4.17M | 1.9% | -22.4% | 0.082% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 17,103 | $894K | 0.0% | +258.3% | 0.018% | |
2/17/2025 | Cresset Asset Management LLC | 7,439 | $389K | 0.0% | +63.7% | 0.008% | |
2/17/2025 | Cubist Systematic Strategies LLC | 7,329 | $383K | 0.0% | N/A | 0.008% | |
2/17/2025 | Cetera Investment Advisers | 76,870 | $4.02M | 0.0% | -0.5% | 0.079% | |
2/17/2025 | Captrust Financial Advisors | 1,322,897 | $69.15M | 0.2% | +0.8% | 1.355% | |
2/17/2025 | Bank of America Corp DE | 473,707 | $24.76M | 0.0% | -8.3% | 0.485% | |
2/17/2025 | BNP Paribas Financial Markets | 34,455 | $1.80M | 0.0% | +724.9% | 0.035% | |
2/17/2025 | Ameriprise Financial Inc. | 299,310 | $15.65M | 0.0% | +81.6% | 0.307% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 34,762 | $1.82M | 0.0% | +406.9% | 0.036% | |
2/14/2025 | Comerica Bank | 40,215 | $2.10M | 0.0% | +13.8% | 0.041% | |
2/14/2025 | Lido Advisors LLC | 30,833 | $1.61M | 0.0% | +13.1% | 0.032% | |
2/14/2025 | Capstone Financial Advisors Inc. | 123,988 | $6.48M | 0.4% | +12.4% | 0.127% | |
2/14/2025 | Northern Trust Corp | 23,520,055 | $1.23B | 0.2% | +8.6% | 24.098% | |
2/14/2025 | The Manufacturers Life Insurance Company | 1,139,471 | $59.56M | 0.1% | -39.3% | 1.167% | |
2/14/2025 | Johnson Financial Group Inc. | 96,724 | $5.15M | 0.2% | +0.7% | 0.099% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 194,412 | $10.16M | 0.0% | +35.6% | 0.199% | |
2/14/2025 | Hancock Whitney Corp | 175,119 | $9.15M | 0.3% | -0.2% | 0.179% | |
2/14/2025 | Coppell Advisory Solutions LLC | 2,761 | $144K | 0.0% | -42.1% | 0.003% | |
2/14/2025 | MGO One Seven LLC | 14,191 | $742K | 0.0% | -14.0% | 0.015% | |
2/14/2025 | Susquehanna International Group LLP | 48,835 | $2.55M | 0.0% | N/A | 0.050% | |
2/14/2025 | Stifel Financial Corp | 26,570 | $1.39M | 0.0% | +5.5% | 0.027% | |
2/14/2025 | OneDigital Investment Advisors LLC | 11,018 | $576K | 0.0% | +2.4% | 0.011% | |
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2/14/2025 | TD Waterhouse Canada Inc. | 451,921 | $23.59M | 0.2% | +4.1% | 0.463% | |
2/14/2025 | Freedom Investment Management Inc. | 7,243 | $379K | 0.0% | -39.1% | 0.007% | |
2/13/2025 | NewEdge Advisors LLC | 1,067 | $56K | 0.0% | N/A | 0.001% | |
2/13/2025 | Mariner LLC | 1,371,373 | $71.68M | 0.1% | +5.2% | 1.405% | |
2/13/2025 | Nicolet Bankshares Inc. | 6,344 | $332K | 0.1% | +14.3% | 0.007% | |
2/13/2025 | Rockefeller Capital Management L.P. | 10,518 | $546K | 0.0% | -3.9% | 0.011% | |
2/13/2025 | Raymond James Financial Inc. | 98,316 | $5.14M | 0.0% | N/A | 0.101% | |
2/13/2025 | Advisory Services Network LLC | 28,598 | $1.50M | 0.0% | -4.1% | 0.029% | |
2/13/2025 | Bank of Montreal Can | 79,507 | $4.16M | 0.0% | -41.6% | 0.081% | |
2/13/2025 | Cerity Partners LLC | 12,117 | $636K | 0.0% | N/A | 0.012% | |