2/11/2025 | American Century Companies Inc. | 685,400 | $55.02M | 0.0% | +5.4% | 0.113% | |
2/11/2025 | Bishop & Co Investment Management LLC | 429,112 | $34.45M | 13.1% | +3.3% | 0.071% | |
2/11/2025 | Summit Global Investments | 4,666 | $375K | 0.0% | -2.7% | 0.001% | |
2/11/2025 | TD Private Client Wealth LLC | 244,933 | $19.66M | 0.5% | +12.0% | 0.040% | |
2/11/2025 | Lowe Brockenbrough & Co. Inc. | 57,319 | $4.60M | 0.3% | +17.7% | 0.009% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 62,892 | $5.05M | 0.1% | -10.8% | 0.010% | |
2/11/2025 | HUB Investment Partners LLC | 27,826 | $2.23M | 0.1% | -25.4% | 0.005% | |
2/11/2025 | Whittier Trust Co. | 112,234 | $9.01M | 0.1% | -0.6% | 0.018% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 1,797 | $144K | 0.1% | N/A | 0.000% | |
2/11/2025 | Viawealth LLC | 61,328 | $4.92M | 3.0% | +17.2% | 0.010% | |
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2/11/2025 | Berkeley Capital Partners LLC | 289,715 | $23.26M | 6.5% | +2.6% | 0.048% | |
2/11/2025 | Strategic Financial Services Inc. | 784,962 | $63.01M | 3.8% | -24.2% | 0.129% | |
2/11/2025 | Sandy Spring Bank | 47,906 | $3.85M | 0.2% | +38.6% | 0.008% | |
2/11/2025 | Arvest Investments Inc. | 61,877 | $4.97M | 0.8% | +5.8% | 0.010% | |
2/11/2025 | First Financial Bankshares Inc | 254,599 | $20.44M | 0.4% | +7,926.5% | 0.042% | |
2/11/2025 | Stokes Family Office LLC | 14,722 | $1.18M | 0.1% | -6.8% | 0.002% | |
2/11/2025 | North Forty Two & Co. | 24,672 | $1.98M | 2.3% | N/A | 0.004% | |
2/11/2025 | Brooklyn FI LLC | 414,262 | $33.82M | 0.2% | +6,309.7% | 0.068% | |
2/11/2025 | ProVise Management Group LLC | 2,549 | $205K | 0.0% | -61.4% | 0.000% | |
2/10/2025 | Horizon Investments LLC | 5,760 | $461K | 0.0% | -72.0% | 0.001% | |
2/10/2025 | Thrivent Financial for Lutherans | 562,703 | $45.33M | 0.1% | -0.7% | 0.093% | |
2/10/2025 | Clarity Wealth Development LLC | 20,413 | $1.65M | 1.8% | N/A | 0.003% | |
2/10/2025 | Petra Financial Advisors Inc. | 22,611 | $1.82M | 1.2% | +0.7% | 0.004% | |
2/10/2025 | Axxcess Wealth Management LLC | 24,334 | $1.95M | 0.0% | +1.4% | 0.004% | |
2/10/2025 | Signaturefd LLC | 1,366 | $110K | 0.0% | +14.1% | 0.000% | |
2/10/2025 | Parallel Advisors LLC | 236,172 | $18.96M | 0.4% | +3.7% | 0.039% | |
2/10/2025 | Valued Retirements Inc. | 3,746 | $301K | 0.4% | N/A | 0.001% | |
2/10/2025 | SouthState Corp | 5,311 | $426K | 0.0% | -43.2% | 0.001% | |
2/10/2025 | Gray Wealth Management Inc. | 49,224 | $3.95M | 1.5% | +63.7% | 0.008% | |
2/10/2025 | Creative Financial Designs Inc. ADV | 6,466 | $519K | 0.0% | +16.5% | 0.001% | |
2/10/2025 | Altus Wealth Group LLC | 86,907 | $6.98M | 3.1% | +9.6% | 0.014% | |
2/10/2025 | Glenview Trust co | 23,280 | $1.87M | 0.0% | +164.6% | 0.004% | |
2/10/2025 | Strategic Financial Partners Ltd. | 37,678 | $3.02M | 1.5% | -5.1% | 0.006% | |
2/10/2025 | Collaborative Wealth Managment Inc. | 6,963 | $559K | 0.3% | -33.2% | 0.001% | |
2/10/2025 | Facet Wealth Inc. | 1,277,314 | $103.00M | 2.7% | +7.4% | 0.210% | |
2/10/2025 | Harbour Investments Inc. | 17,219 | $1.38M | 0.0% | +421.0% | 0.003% | |
2/10/2025 | Corient Private Wealth LLC | 2,111,567 | $169.49M | 0.3% | -4.5% | 0.348% | |
2/10/2025 | Greenwich Wealth Management LLC | 28,622 | $2.30M | 0.2% | +4.5% | 0.005% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 214,938 | $17.25M | 0.1% | -0.3% | 0.035% | |
2/10/2025 | CBIZ Investment Advisory Services LLC | 302,663 | $24.30M | 1.2% | +10.5% | 0.050% | |
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2/10/2025 | Van Strum & Towne Inc. | 58,166 | $4.67M | 0.0% | -16.0% | 0.010% | |
2/10/2025 | Hills Bank & Trust Co | 1,876 | $151K | 0.0% | N/A | 0.000% | |
2/10/2025 | Ironwood Investment Counsel LLC | 28,896 | $2.32M | 0.4% | +1.8% | 0.005% | |
2/10/2025 | First National Trust Co | 188,970 | $15.17M | 0.6% | +9.1% | 0.031% | |
2/10/2025 | Hilton Capital Management LLC | 369,616 | $29.67M | 2.6% | -23.4% | 0.061% | |
2/10/2025 | Phillips Financial Management LLC | 183,740 | $14.75M | 1.2% | -7.1% | 0.030% | |
2/10/2025 | Commonwealth Equity Services LLC | 1,613,108 | $129.48M | 0.2% | +7.5% | 0.266% | |
2/10/2025 | Stelac Advisory Services LLC | 70,372 | $5.65M | 2.2% | +2.9% | 0.012% | |
2/10/2025 | LFA Lugano Financial Advisors SA | 15,335 | $1.23M | 0.8% | -3.4% | 0.003% | |
2/10/2025 | Avantax Advisory Services Inc. | 99,805 | $8.01M | 0.1% | -3.9% | 0.016% | |
2/10/2025 | Truvestments Capital LLC | 334 | $27K | 0.0% | +145.6% | 0.000% | |
2/10/2025 | Capasso Planning Partners LLC | 74,395 | $5.97M | 2.4% | +12.7% | 0.012% | |
2/10/2025 | Farther Finance Advisors LLC | 49,833 | $4M | 0.1% | +1.9% | 0.008% | |
2/10/2025 | Parkworth Wealth Management Inc. | 1,022 | $82K | 0.1% | N/A | 0.000% | |
2/10/2025 | EverSource Wealth Advisors LLC | 25,622 | $2.06M | 0.1% | +15.9% | 0.004% | |
2/7/2025 | Sequoia Financial Advisors LLC | 600,479 | $48.20M | 0.5% | +9.5% | 0.099% | |
2/7/2025 | Warwick Investment Management Inc. | 4,091 | $328K | 0.1% | N/A | 0.001% | |
2/7/2025 | PFG Advisors | 139,825 | $11.22M | 0.7% | +8.5% | 0.023% | |
2/7/2025 | HighTower Advisors LLC | 852,990 | $68.47M | 0.1% | +13.6% | 0.141% | |
2/7/2025 | Moors & Cabot Inc. | 18,479 | $1.48M | 0.1% | +15.0% | 0.003% | |
2/7/2025 | Cascade Financial Partners LLC | 48,950 | $3.93M | 0.5% | +1.2% | 0.008% | |
2/7/2025 | AGF Management Ltd. | 9,200 | $738K | 0.0% | -56.2% | 0.002% | |
2/7/2025 | Wealthfront Advisers LLC | 391,700 | $31.44M | 0.0% | +110.3% | 0.065% | |
2/7/2025 | Fairway Wealth LLC | 740 | $59K | 0.0% | N/A | 0.000% | |
2/7/2025 | Inspire Advisors LLC | 7,789 | $625K | 0.1% | +2.3% | 0.001% | |
2/7/2025 | Staley Capital Advisers Inc. | 21,170 | $1.70M | 0.1% | +2.4% | 0.003% | |
2/7/2025 | King Luther Capital Management Corp | 34,333 | $2.76M | 0.0% | +305.9% | 0.006% | |
2/7/2025 | Sage Mountain Advisors LLC | 1,846 | $148K | 0.0% | -38.6% | 0.000% | |
2/7/2025 | Net Worth Advisory Group | 119,242 | $9.57M | 2.9% | +1.9% | 0.020% | |
2/7/2025 | Dearborn Partners LLC | 23,149 | $1.86M | 0.1% | -1.4% | 0.004% | |
2/7/2025 | Riverbend Wealth Management LLC | 18,453 | $1.48M | 1.3% | N/A | 0.003% | |
2/7/2025 | Davis R M Inc. | 5,991 | $481K | 0.0% | +11.5% | 0.001% | |
2/7/2025 | Tortoise Investment Management LLC | 344 | $28K | 0.0% | N/A | 0.000% | |
2/7/2025 | Independent Advisor Alliance | 63,312 | $5.08M | 0.1% | N/A | 0.010% | |
2/7/2025 | Meriwether Wealth & Planning LLC | 5,493 | $441K | 0.3% | N/A | 0.001% | |
2/7/2025 | Objectivity Squared LLC | 4,800 | $381K | 0.3% | +31.2% | 0.001% | |
2/7/2025 | Daiwa Securities Group Inc. | 53,690 | $4.31M | 0.0% | +1.7% | 0.009% | |
2/7/2025 | Rebalance LLC | 931,797 | $74.80M | 5.6% | +3.1% | 0.154% | |
2/7/2025 | REDW Wealth LLC | 44,720 | $3.59M | 1.2% | -19.0% | 0.007% | |
2/7/2025 | NBT Bank N A NY | 23,784 | $1.91M | 0.1% | -1.0% | 0.004% | |
2/7/2025 | Sowell Financial Services LLC | 77,390 | $6.21M | 0.3% | +1.0% | 0.013% | |
2/7/2025 | Efficient Advisors LLC | 3,537 | $284K | 0.0% | -24.8% | 0.001% | |
2/7/2025 | Coordinated Financial Services Inc. | 15,921 | $1.28M | 1.0% | N/A | 0.003% | |
2/7/2025 | Axis Wealth Partners LLC | 6,459 | $518K | 0.4% | N/A | 0.001% | |
2/7/2025 | United Community Bank | 43,076 | $3.46M | 1.3% | +3.1% | 0.007% | |
2/7/2025 | Pillar Financial Advisors LLC | 1,400 | $112K | 0.1% | N/A | 0.000% | |
2/7/2025 | Naviter Wealth LLC | 83,131 | $6.67M | 0.8% | -1.5% | 0.014% | |
2/7/2025 | Rialto Wealth Management LLC | 56,873 | $4.57M | 1.5% | N/A | 0.009% | |
2/7/2025 | Lifeworks Advisors LLC | 10,165 | $816K | 0.1% | +75.0% | 0.002% | |
2/7/2025 | Banco Santander S.A. | 157,892 | $12.67M | 0.2% | -35.6% | 0.026% | |
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2/7/2025 | PNC Financial Services Group Inc. | 3,817,496 | $306.43M | 0.2% | +4.7% | 0.629% | |
2/7/2025 | RKL Wealth Management LLC | 234,318 | $18.81M | 1.7% | +6.3% | 0.039% | |
2/7/2025 | Oak Hill Wealth Advisors LLC | 130,013 | $10.44M | 2.5% | -204.7% | 0.021% | |
2/7/2025 | Mesirow Financial Investment Management Inc. | 6,634 | $532K | 0.0% | -44.3% | 0.001% | |
2/7/2025 | Berkshire Asset Management LLC PA | 12,125 | $975K | 0.0% | -2.6% | 0.002% | |
2/7/2025 | Destination Wealth Management | 3,175 | $255K | 0.0% | N/A | 0.001% | |
2/7/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 13,958 | $1.12M | 0.2% | -5.7% | 0.002% | |
2/7/2025 | Ashton Thomas Private Wealth LLC | 12,667 | $1.02M | 0.0% | +41.6% | 0.002% | |
2/6/2025 | Freestone Capital Holdings LLC | 8,234 | $661K | 0.0% | -19.6% | 0.001% | |
2/6/2025 | One Capital Management LLC | 11,973 | $961K | 0.0% | +72.3% | 0.002% | |