4/26/2024 | First National Trust Co | 67,184 | $3.98M | 0.2% | +15.4% | 0.033% | |
4/26/2024 | Clear Creek Financial Management LLC | 61,574 | $3.65M | 0.5% | +1.4% | 0.030% | |
4/26/2024 | Checchi Capital Advisers LLC | 226,234 | $13.40M | 1.0% | +15.2% | 0.110% | |
4/25/2024 | One Day In July LLC | 47,456 | $2.81M | 0.4% | -15.4% | 0.023% | |
4/25/2024 | Osborne Partners Capital Management LLC | 5,894 | $349K | 0.0% | -64.5% | 0.003% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 36,124 | $2.14M | 0.0% | +2.0% | 0.017% | |
|
4/24/2024 | Family Capital Trust Co | 49,939 | $2.96M | 1.0% | +8.2% | 0.024% | |
4/24/2024 | Simplicity Wealth LLC | 37,147 | $2.20M | 0.1% | +3.6% | 0.018% | |
4/24/2024 | Spire Wealth Management | 6,340 | $376K | 0.0% | +3.3% | 0.003% | |
4/23/2024 | Global Retirement Partners LLC | 118,898 | $7.04M | 0.3% | +10.9% | 0.058% | |
4/23/2024 | Gradient Investments LLC | 590 | $35K | 0.0% | -44.1% | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 270,827 | $16.04M | 0.0% | +19.3% | 0.131% | |
4/22/2024 | Towneley Capital Management Inc DE | 53,982 | $3.20M | 0.8% | +1.6% | 0.026% | |
4/22/2024 | PFG Investments LLC | 9,594 | $568K | 0.0% | +6.1% | 0.005% | |
4/19/2024 | Willis Johnson & Associates Inc. | 22,960 | $1.36M | 0.1% | +8.8% | 0.011% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 17,046 | $1.01M | 0.3% | +7.1% | 0.008% | |
4/19/2024 | Red Tortoise LLC | 161,496 | $9.57M | 5.3% | +11.1% | 0.078% | |
4/18/2024 | Integrity Wealth Solutions LLC | 44,873 | $2.66M | 1.7% | +0.6% | 0.022% | |
4/18/2024 | Cobblestone Asset Management LLC | 54,119 | $3.21M | 2.2% | -16.7% | 0.026% | |
4/18/2024 | O Brien Wealth Partners LLC | 148,730 | $8.81M | 2.0% | +4.7% | 0.072% | |
4/18/2024 | RHS Financial LLC | 20,957 | $1.24M | 0.7% | +17.4% | 0.010% | |
4/17/2024 | Vicus Capital | 148,679 | $8.81M | 0.8% | +4.2% | 0.072% | |
4/17/2024 | Stephens Group Asset Management LLC | 262,295 | $15.54M | 1.4% | +0.9% | 0.127% | |
4/17/2024 | Municipal Employees Retirement System of Michigan | 822,619 | $48.73M | 0.6% | -0.3% | 0.398% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 44,860 | $2.66M | 0.1% | +56.5% | 0.022% | |
4/16/2024 | Independence Bank of Kentucky | 25,385 | $1.50M | 0.5% | -2.1% | 0.012% | |
4/16/2024 | Tsfg LLC | 42,944 | $2.54M | 0.6% | +1,965.6% | 0.021% | |
4/16/2024 | Hengehold Capital Management LLC | 3,433 | $203K | 0.0% | N/A | 0.002% | |
4/16/2024 | Lincoln Capital Corp | 128,167 | $7.59M | 3.3% | +252.6% | 0.062% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 5,563,726 | $329.60M | 0.9% | +66.0% | 2.695% | |
4/15/2024 | Sinecera Capital LLC | 37,190 | $2.20M | 3.1% | N/A | 0.018% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 80,221 | $4.75M | 0.2% | +11.1% | 0.039% | |
4/15/2024 | Northeast Financial Group Inc. | 5,422 | $321K | 0.1% | -11.8% | 0.003% | |
4/15/2024 | Brookstone Capital Management | 3,473 | $206K | 0.0% | N/A | 0.002% | |
4/15/2024 | Ehrlich Financial Group | 7,596 | $450K | 0.4% | +74.0% | 0.004% | |
4/12/2024 | Kaydan Wealth Management Inc. | 182,040 | $10.78M | 3.7% | -1.8% | 0.088% | |
4/12/2024 | Anderson Hoagland & Co. | 213,824 | $12.11M | 1.4% | +1.1% | 0.104% | |
4/11/2024 | Market Street Wealth Management Advisors LLC | 15,786 | $935K | 0.2% | -35.6% | 0.008% | |
4/11/2024 | GenWealth Group Inc. | 118,000 | $6.99M | 1.8% | +1.2% | 0.057% | |
4/11/2024 | Catalyst Private Wealth LLC | 56,221 | $3.33M | 1.7% | -2.8% | 0.027% | |
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4/10/2024 | Marcum Wealth LLC | 117,337 | $6.95M | 0.7% | +19.9% | 0.057% | |
4/10/2024 | Quadratic Capital Management LLC | 385,694 | $22.77M | 3.4% | -50.0% | 0.187% | |
4/10/2024 | Signal Advisors Wealth LLC | 8,221 | $487K | 0.1% | N/A | 0.004% | |
4/9/2024 | Montecito Bank & Trust | 3,709 | $220K | 0.0% | N/A | 0.002% | |
4/9/2024 | Mather Group LLC. | 2,410,947 | $148.35M | 2.3% | -0.5% | 1.168% | |
4/8/2024 | Marion Wealth Management | 20,847 | $1.24M | 0.4% | +1.5% | 0.010% | |
4/5/2024 | NBC Securities Inc. | 2,847 | $168K | 0.0% | +11.4% | 0.001% | |
4/3/2024 | Versant Capital Management Inc | 32,022 | $1.90M | 0.5% | +6.7% | 0.016% | |
3/22/2024 | PNC Financial Services Group Inc. | 681 | $42K | 0.0% | N/A | 0.000% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 25,300 | $1.56M | 0.8% | -66.7% | 0.015% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 9,552 | $588K | 0.0% | +41.1% | 0.005% | |
3/5/2024 | Fisher Asset Management LLC | 21,596 | $1.33M | 0.0% | +30.6% | 0.012% | |
3/1/2024 | Transcendent Capital Group LLC | 39,636 | $2.44M | 1.6% | N/A | 0.023% | |
3/1/2024 | Pineridge Advisors LLC | 1,386 | $85K | 0.0% | N/A | 0.001% | |
2/29/2024 | Scarborough Advisors LLC | 14,434 | $888K | 0.2% | N/A | 0.008% | |
2/29/2024 | Tortoise Investment Management LLC | 226,279 | $13.92M | 1.9% | +21.1% | 0.130% | |
2/28/2024 | Forthright Family Wealth Advisory LLC | 60,371 | $3.72M | 2.9% | N/A | 0.035% | |
2/26/2024 | Centaurus Financial Inc. | 21,258 | $1.31M | 0.1% | N/A | 0.012% | |
2/22/2024 | Scarborough Advisors LLC | 13,061 | $804K | 0.0% | N/A | 0.008% | |
2/20/2024 | Nepc LLC | 1,413,587 | $86.98M | 4.8% | N/A | 0.812% | |
2/15/2024 | Bell Investment Advisors Inc | 130,158 | $8.01M | 1.6% | +2.2% | 0.075% | |
2/15/2024 | Comerica Bank | 1,079,186 | $66.40M | 0.3% | -8.2% | 0.620% | |
2/14/2024 | True Wealth Design LLC | 89,283 | $5.49M | 1.5% | +16.9% | 0.051% | |
2/14/2024 | First Financial Bankshares Inc | 263,650 | $16.22M | 0.4% | N/A | 0.151% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,960,566 | $120.63M | 0.0% | +80.9% | 1.126% | |
2/13/2024 | Exencial Wealth Advisors LLC | 152,338 | $9.37M | 0.4% | +8.6% | 0.087% | |
2/13/2024 | Annex Advisory Services LLC | 3,707 | $228K | 0.0% | -32.2% | 0.002% | |
2/13/2024 | Morningstar Investment Management LLC | 90,083 | $5.54M | 0.6% | -12.6% | 0.052% | |
2/13/2024 | United Community Bank | 3,632 | $223K | 0.1% | +9.4% | 0.002% | |
2/12/2024 | Manhattan West Asset Management LLC | 103,765 | $6.39M | 1.8% | +3.2% | 0.060% | |
2/12/2024 | Evoke Wealth LLC | 6,842 | $421K | 0.0% | +38.4% | 0.004% | |
2/12/2024 | Insight 2811 Inc. | 10,749 | $661K | 0.4% | N/A | 0.006% | |
2/12/2024 | Innealta Capital LLC | 14,511 | $893K | 0.4% | -92.0% | 0.008% | |
2/12/2024 | Lockheed Martin Investment Management Co. | 510,000 | $31.38M | 2.2% | +363.6% | 0.293% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 63,776 | $3.92M | 0.1% | -47.6% | 0.037% | |
2/12/2024 | Peak Asset Management LLC | 169,080 | $10.40M | 2.3% | +137.8% | 0.097% | |
2/12/2024 | Beta Wealth Group Inc. | 51,713 | $3.18M | 1.7% | +152.6% | 0.030% | |
2/12/2024 | Act Two Investors LLC | 387,380 | $23.84M | 5.1% | +8.0% | 0.222% | |
2/12/2024 | Glassman Wealth Services | 6,050 | $372K | 0.1% | N/A | 0.003% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 218,900 | $13.47M | 0.1% | N/A | 0.126% | |
2/9/2024 | Starfox Financial Services LLC | 82,902 | $5.10M | 4.7% | +923.6% | 0.048% | |
2/9/2024 | Commerce Bank | 174,148 | $10.72M | 0.1% | -7.4% | 0.100% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 35,400 | $2.18M | 0.0% | +5.0% | 0.020% | |
2/9/2024 | Sand Hill Global Advisors LLC | 1,216,508 | $74.85M | 3.6% | +84.8% | 0.699% | |
2/9/2024 | EverSource Wealth Advisors LLC | 12,314 | $758K | 0.1% | +155.1% | 0.007% | |
2/9/2024 | Berkeley Capital Partners LLC | 4,359 | $268K | 0.1% | N/A | 0.003% | |
2/9/2024 | Assetmark Inc. | 862,209 | $53.05M | 0.2% | +234.4% | 0.495% | |
2/9/2024 | Investment Management Associates Inc. ADV | 97,421 | $5.99M | 2.3% | N/A | 0.056% | |
2/9/2024 | CreativeOne Wealth LLC | 23,580 | $1.45M | 0.1% | +8.9% | 0.014% | |
2/9/2024 | Corient Private Wealth LLC | 23,227 | $1.43M | 0.0% | N/A | 0.013% | |
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2/9/2024 | D.A. Davidson & CO. | 46,609 | $2.87M | 0.0% | N/A | 0.027% | |
2/9/2024 | Wells Fargo & Company MN | 1,761,527 | $108.39M | 0.0% | +19.9% | 1.012% | |
2/9/2024 | UBS Group AG | 1,746,828 | $107.48M | 0.0% | +67.9% | 1.003% | |
2/9/2024 | Tiff Advisory Services LLC | 133,962 | $8.24M | 4.0% | N/A | 0.077% | |
2/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 24,664 | $1.52M | 0.2% | +12.6% | 0.014% | |
2/8/2024 | Verity Asset Management Inc. | 14,739 | $907K | 0.6% | +2.6% | 0.008% | |
2/8/2024 | Northeast Financial Group Inc. | 6,145 | $378K | 0.2% | -74.1% | 0.004% | |
2/8/2024 | Tortoise Investment Management LLC | 222,384 | $13.17M | 1.7% | +19.0% | 0.128% | |
2/8/2024 | Jordan Park Group LLC | 1,720,900 | $105.89M | 7.3% | +128.0% | 0.988% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,723 | $475K | 0.0% | +13.9% | 0.004% | |