3/22/2024 | PNC Financial Services Group Inc. | 1,204,475 | $56.67M | 0.0% | -5.4% | 1.554% | |
3/15/2024 | Regis Acquisition Inc. | 17,237 | $0.81M | 0.3% | -28.9% | 0.022% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 12,644 | $0.60M | 0.0% | -40.1% | 0.016% | |
3/13/2024 | MONECO Advisors LLC | 8,827 | $0.42M | 0.1% | -19.8% | 0.011% | |
3/4/2024 | Northwest Bank & Trust Co | 2,624 | $0.12M | 0.1% | N/A | 0.003% | |
3/1/2024 | Goldman Sachs Group Inc. | 746,617 | $35.13M | 0.0% | -14.9% | 0.963% | |
|
2/20/2024 | Nepc LLC | 361,809 | $17.02M | 0.9% | N/A | 0.467% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 6,000 | $0.28M | 0.0% | N/A | 0.008% | |
2/16/2024 | GSA Capital Partners LLP | 5,171 | $0.24M | 0.0% | N/A | 0.007% | |
2/15/2024 | Baker Avenue Asset Management LP | 4,556 | $0.21M | 0.0% | -95.1% | 0.006% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 353,024 | $16.61M | 0.3% | +43.1% | 0.456% | |
2/15/2024 | Forefront Analytics LLC | 107,139 | $5.04M | 2.5% | -26.3% | 0.138% | |
2/15/2024 | Comerica Bank | 37,888 | $1.78M | 0.0% | +34.7% | 0.049% | |
2/14/2024 | Royal Bank of Canada | 198,271 | $9.33M | 0.0% | -9.0% | 0.256% | |
2/14/2024 | Pathstone Holdings LLC | 167,280 | $7.87M | 0.0% | N/A | 0.216% | |
2/14/2024 | Creative Planning | 9,494 | $0.45M | 0.0% | +18.7% | 0.012% | |
2/14/2024 | BOKF NA | 4,000 | $0.19M | 0.0% | N/A | 0.005% | |
2/14/2024 | MGO One Seven LLC | 14,377 | $0.68M | 0.0% | -43.6% | 0.019% | |
2/14/2024 | Schroder Investment Management Group | 169,830 | $7.99M | 0.0% | -17.7% | 0.219% | |
2/13/2024 | Envestnet Asset Management Inc. | 540,557 | $25.43M | 0.0% | +4.9% | 0.697% | |
2/13/2024 | Northern Trust Corp | 21,016,099 | $988.81M | 0.2% | -4.0% | 27.118% | |
2/13/2024 | Joseph Group Capital Management | 6,028 | $0.28M | 0.2% | -14.8% | 0.008% | |
2/13/2024 | 1832 Asset Management L.P. | 2,460,193 | $115.75M | 0.2% | +4.8% | 3.174% | |
2/13/2024 | Edge Capital Group LLC | 4,547 | $0.21M | 0.0% | N/A | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 746,617 | $35.13M | 0.0% | -14.9% | 0.963% | |
2/13/2024 | CIBC Private Wealth Group LLC | 22,832 | $1.07M | 0.0% | N/A | 0.029% | |
2/13/2024 | The Manufacturers Life Insurance Company | 1,878,626 | $88.39M | 0.1% | +5.7% | 2.424% | |
2/13/2024 | Steward Partners Investment Solutions LLC | 5,046 | $0.24M | 0.1% | N/A | 0.007% | |
2/12/2024 | Stifel Financial Corp | 29,608 | $1.39M | 0.0% | +12.0% | 0.038% | |
2/12/2024 | Connable Office Inc. | 365,078 | $17.18M | 2.1% | N/A | 0.471% | |
2/12/2024 | Heritage Wealth Advisors | 2,623 | $0.12M | 0.0% | N/A | 0.003% | |
2/12/2024 | Beta Wealth Group Inc. | 6,414 | $0.30M | 0.2% | -85.0% | 0.008% | |
2/9/2024 | Johnson Financial Group Inc. | 136,124 | $6.41M | 0.4% | N/A | 0.176% | |
2/9/2024 | Advisory Services Network LLC | 29,103 | $1.37M | 0.0% | -29.1% | 0.038% | |
2/9/2024 | US Bancorp DE | 4,000 | $0.19M | 0.0% | -24.6% | 0.005% | |
2/9/2024 | Franklin Resources Inc. | 95,053 | $4.47M | 0.0% | -1.1% | 0.123% | |
2/9/2024 | Corient Private Wealth LLC | 12,012 | $0.57M | 0.0% | -17.8% | 0.015% | |
2/9/2024 | Motco | 4,862 | $0.23M | 0.0% | -29.3% | 0.006% | |
2/9/2024 | UBS Group AG | 401,959 | $18.91M | 0.0% | +0.5% | 0.519% | |
2/9/2024 | PNC Financial Services Group Inc. | 1,204,475 | $56.67M | 0.0% | -5.4% | 1.554% | |
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2/8/2024 | Manchester Capital Management LLC | 3,285 | $0.16M | 0.0% | N/A | 0.004% | |
2/8/2024 | Brown Advisory Inc. | 81,884 | $3.85M | 0.0% | +98.6% | 0.106% | |
2/8/2024 | Financial Advocates Investment Management | 6,116 | $0.29M | 0.0% | -16.1% | 0.008% | |
2/8/2024 | Stelac Advisory Services LLC | 48,833 | $2.30M | 1.2% | -6.0% | 0.063% | |
2/8/2024 | Great Lakes Advisors LLC | 113,264 | $5.33M | 0.1% | +4.9% | 0.146% | |
2/8/2024 | Montrusco Bolton Investments Inc. | 5,045 | $0.24M | 0.0% | N/A | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 95,894 | $4.51M | 0.4% | +815.7% | 0.124% | |
2/8/2024 | Janney Montgomery Scott LLC | 222,641 | $10.48M | 0.0% | -4.5% | 0.287% | |
2/7/2024 | Partnership Wealth Management LLC | 1,671 | $76K | 0.1% | N/A | 0.002% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,678 | $0.27M | 0.0% | +6.4% | 0.007% | |
2/7/2024 | Principal Financial Group Inc. | 609,066 | $28.66M | 0.0% | -14.8% | 0.786% | |
2/7/2024 | BNP Paribas Financial Markets | 11,859 | $0.56M | 0.0% | -10.6% | 0.015% | |
2/7/2024 | Principal Securities Inc. | 92,625 | $4.36M | 0.2% | N/A | 0.120% | |
2/7/2024 | Wealthspire Advisors LLC | 458,139 | $21.56M | 0.3% | -3.1% | 0.591% | |
2/6/2024 | Apollon Wealth Management LLC | 5,534 | $0.26M | 0.0% | -23.2% | 0.007% | |
2/6/2024 | Maryland State Retirement & Pension System | 23,576 | $1.11M | 0.0% | N/A | 0.030% | |
2/6/2024 | Private Advisor Group LLC | 11,338 | $0.53M | 0.0% | +20.7% | 0.015% | |
2/6/2024 | National Bank of Canada FI | 49,728 | $2.33M | 0.0% | +10.2% | 0.064% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 9,090 | $0.43M | 0.0% | -3.2% | 0.012% | |
2/6/2024 | Natixis Advisors L.P. | 104,205 | $4.90M | 0.0% | -6.5% | 0.134% | |
2/5/2024 | Hexagon Capital Partners LLC | 7,131 | $0.34M | 0.1% | -49.8% | 0.009% | |
2/5/2024 | MONECO Advisors LLC | 8,827 | $0.42M | 0.1% | -19.8% | 0.011% | |
2/5/2024 | Brighton Jones LLC | 14,152 | $0.67M | 0.0% | +2.3% | 0.018% | |
2/5/2024 | Islay Capital Management LLC | 1,065 | $50K | 0.0% | N/A | 0.001% | |
2/5/2024 | Van ECK Associates Corp | 285,600 | $13.44M | 0.0% | +17.1% | 0.369% | |
2/5/2024 | Anchor Capital Advisors LLC | 18,914 | $0.89M | 0.0% | -7.6% | 0.024% | |
2/5/2024 | Total Wealth Planning LLC | 86,382 | $4.06M | 0.7% | +5.9% | 0.111% | |
2/5/2024 | Brio Consultants LLC | 20,994 | $0.99M | 0.2% | +5.5% | 0.027% | |
2/2/2024 | Capital Advisors Ltd. LLC | 22,296 | $1.05M | 0.1% | -17.4% | 0.029% | |
2/1/2024 | Marks Group Wealth Management Inc | 24,620 | $1.16M | 0.1% | +75.8% | 0.032% | |
2/1/2024 | Telemus Capital LLC | 175,340 | $8.25M | 0.7% | +204.6% | 0.225% | |
2/1/2024 | EFG Asset Management Americas Corp. | 59,962 | $2.82M | 0.6% | +51.7% | 0.077% | |
2/1/2024 | CWM LLC | 559 | $26K | 0.0% | N/A | 0.001% | |
2/1/2024 | Verdence Capital Advisors LLC | 5,514 | $0.26M | 0.0% | +9.0% | 0.007% | |
1/31/2024 | Greenleaf Trust | 10,627 | $0.50M | 0.0% | +33.8% | 0.014% | |
1/31/2024 | Forte Asset Management LLC | 23,670 | $1.11M | 0.8% | -41.8% | 0.030% | |
1/31/2024 | Beam Wealth Advisors Inc. | 32,815 | $1.54M | 1.0% | +12.1% | 0.042% | |
1/30/2024 | SVB Wealth LLC | 90,393 | $4.25M | 0.1% | +42.5% | 0.116% | |
1/30/2024 | Crescent Grove Advisors LLC | 12,200 | $0.57M | 0.1% | -50.6% | 0.016% | |
1/30/2024 | Capital Analysts LLC | 10,695 | $0.50M | 0.0% | -2.6% | 0.014% | |
1/30/2024 | Mackenzie Financial Corp | 287,168 | $13.51M | 0.0% | -0.5% | 0.368% | |
1/30/2024 | Hoxton Planning & Management LLC | 8,276 | $0.39M | 0.2% | -70.5% | 0.011% | |
1/30/2024 | Waldron Private Wealth LLC | 864,163 | $40.66M | 1.9% | +21.7% | 1.106% | |
1/29/2024 | Simplicity Solutions LLC | 22,507 | $1.06M | 0.0% | -4.5% | 0.029% | |
1/29/2024 | Money Design Co. Ltd. | 449,376 | $21.14M | 1.2% | +1.0% | 0.575% | |
1/26/2024 | Cerity Partners LLC | 87,798 | $4.13M | 0.0% | N/A | 0.112% | |
1/26/2024 | Miller Howard Investments Inc. NY | 4,465 | $0.21M | 0.0% | N/A | 0.006% | |
1/25/2024 | Valley National Advisers Inc. | 1,096 | $51K | 0.0% | +376.5% | 0.001% | |
1/25/2024 | Bleakley Financial Group LLC | 22,507 | $1.06M | 0.0% | -4.5% | 0.029% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 45,420 | $2.14M | 0.0% | N/A | 0.058% | |
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1/24/2024 | Sowell Financial Services LLC | 12,851 | $0.61M | 0.0% | -3.1% | 0.016% | |
1/24/2024 | Capital Insight Partners LLC | 77,362 | $3.64M | 0.7% | -1.1% | 0.099% | |
1/23/2024 | Ballentine Partners LLC | 300,507 | $14.14M | 0.3% | +3,613.2% | 0.385% | |
1/23/2024 | Heartland Bank & Trust Co | 265,873 | $12.51M | 8.6% | +81.8% | 0.340% | |
1/22/2024 | Kowal Investment Group LLC | 53,151 | $2.50M | 0.6% | +179.2% | 0.068% | |
1/19/2024 | Fifth Third Bancorp | 1,203,396 | $56.62M | 0.2% | +9.7% | 1.541% | |
1/19/2024 | Atlas Private Wealth Management | 6,517 | $0.31M | 0.1% | -51.3% | 0.008% | |
1/19/2024 | Destiny Wealth Partners LLC | 92,780 | $4.35M | 0.8% | +10.1% | 0.119% | |
1/18/2024 | Saxon Interests Inc. | 5,921 | $0.28M | 0.1% | N/A | 0.008% | |
1/18/2024 | Hill Island Financial LLC | 5,709 | $0.27M | 0.1% | N/A | 0.007% | |