3/26/2024 | Fairman Group LLC | 865 | $50K | 0.0% | N/A | 0.000% | |
3/26/2024 | Napatree Capital LLC | 3,791 | $0.22M | 0.2% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 33,207 | $1.94M | 0.0% | +3.1% | 0.009% | |
3/21/2024 | Addis & Hill Inc | 12,989 | $0.75M | 0.7% | N/A | 0.003% | |
3/15/2024 | Cape ANN Savings Bank | 156,179 | $9.14M | 6.1% | +2.6% | 0.041% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,293 | $0.66M | 0.0% | -39.5% | 0.003% | |
|
3/14/2024 | Muirfield Wealth Advisors LLC | 152,781 | $8.91M | 9.4% | N/A | 0.040% | |
3/12/2024 | Executive Wealth Group LLC | 15,050 | $0.88M | 0.6% | +13.5% | 0.004% | |
3/11/2024 | Vanguard Group Inc. | 210,379 | $12.27M | 0.0% | +86.3% | 0.055% | |
3/6/2024 | SageView Advisory Group LLC | 26,055 | $1.52M | 0.1% | N/A | 0.007% | |
3/5/2024 | Fisher Asset Management LLC | 4,036 | $0.24M | 0.0% | N/A | 0.001% | |
3/5/2024 | True Vision MN LLC | 33,748 | $1.97M | 1.6% | N/A | 0.009% | |
3/5/2024 | Greenwood Capital Associates LLC | 53,707 | $3.13M | 0.4% | -2.8% | 0.014% | |
3/5/2024 | Slagle Financial LLC | 13,848 | $0.81M | 0.1% | +60.4% | 0.004% | |
3/1/2024 | Transcendent Capital Group LLC | 62,731 | $3.66M | 2.4% | N/A | 0.016% | |
3/1/2024 | ARK & TLK Investments LLC | 139,412 | $8.13M | 2.6% | N/A | 0.036% | |
3/1/2024 | Pineridge Advisors LLC | 3,123 | $0.18M | 0.1% | N/A | 0.001% | |
2/29/2024 | Tortoise Investment Management LLC | 164,643 | $9.60M | 1.3% | +21.2% | 0.043% | |
2/28/2024 | EP Wealth Advisors LLC | 9,984 | $0.58M | 0.0% | +33.3% | 0.003% | |
2/26/2024 | Integrated Advisors Network LLC | 68,320 | $3.99M | 0.2% | -15.0% | 0.018% | |
2/23/2024 | Arkansas Financial Group Inc. | 9,644 | $0.56M | 0.1% | N/A | 0.003% | |
2/23/2024 | Chicago Partners Investment Group LLC | 122,670 | $7.15M | 0.3% | +0.2% | 0.032% | |
2/21/2024 | American Trust | 194,998 | $11.37M | 0.8% | N/A | 0.051% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 8,600 | $0.50M | 0.3% | N/A | 0.002% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 3,722 | $0.22M | 0.2% | N/A | 0.001% | |
2/20/2024 | Nepc LLC | 1,913,635 | $111.62M | 6.2% | N/A | 0.500% | |
2/20/2024 | Voisard Asset Management Group Inc. | 238,073 | $13.89M | 8.4% | N/A | 0.062% | |
2/16/2024 | Hobbs Group Advisors LLC | 48,848 | $2.85M | 1.3% | N/A | 0.013% | |
2/16/2024 | SageView Advisory Group LLC | 26,055 | $1.52M | 0.1% | N/A | 0.007% | |
2/16/2024 | Harbour Investments Inc. | 125,241 | $7.31M | 0.3% | +2.1% | 0.033% | |
2/16/2024 | Studio Investment Management LLC | 102,281 | $5.97M | 1.5% | -0.5% | 0.027% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 1,119,259 | $65.29M | 0.2% | +22.1% | 0.293% | |
2/15/2024 | Townsquare Capital LLC | 26,157 | $1.53M | 0.0% | -7.8% | 0.007% | |
2/15/2024 | Dagco Inc. | 56,177 | $3.28M | 3.0% | N/A | 0.015% | |
2/15/2024 | Horizon Kinetics Asset Management LLC | 221,031 | $12.89M | 0.3% | -0.8% | 0.058% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 9,958 | $0.58M | 0.0% | +2.3% | 0.003% | |
2/15/2024 | Vanguard Group Inc. | 31,255 | $1.82M | 0.0% | -72.3% | 0.008% | |
2/15/2024 | Vernal Point Advisors LLC | 656,148 | $38.27M | 39.8% | N/A | 0.172% | |
2/15/2024 | Vident Advisory LLC | 66,446 | $3.88M | 0.1% | -1.1% | 0.017% | |
2/15/2024 | Modera Wealth Management LLC | 5,852 | $0.34M | 0.0% | +3.9% | 0.002% | |
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2/15/2024 | Nwam LLC | 37,596 | $2.19M | 0.2% | +1.3% | 0.010% | |
2/15/2024 | First County Bank CT | 15,446 | $0.90M | 0.4% | -19.6% | 0.004% | |
2/15/2024 | Freedom Investment Management Inc. | 20,961 | $1.22M | 0.1% | N/A | 0.005% | |
2/15/2024 | Buckingham Strategic Partners LLC | 42,362 | $2.47M | 0.1% | -7.1% | 0.011% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 236,785 | $13.81M | 0.2% | -2.8% | 0.062% | |
2/15/2024 | Baird Financial Group Inc. | 2,411,661 | $140.67M | 0.3% | +8.7% | 0.630% | |
2/15/2024 | Bragg Financial Advisors Inc | 5,401 | $0.32M | 0.0% | +7.1% | 0.001% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 1,625 | $95K | 0.1% | -61.3% | 0.000% | |
2/15/2024 | Comerica Bank | 128,693 | $7.51M | 0.0% | +13.9% | 0.034% | |
2/14/2024 | Royal Bank of Canada | 2,361,721 | $137.76M | 0.0% | -3.5% | 0.617% | |
2/14/2024 | Pathstone Holdings LLC | 11,615 | $0.68M | 0.0% | N/A | 0.003% | |
2/14/2024 | Waverly Advisors LLC | 21,131 | $1.23M | 0.0% | -82.8% | 0.006% | |
2/14/2024 | Kestra Advisory Services LLC | 111,878 | $6.53M | 0.1% | -18.6% | 0.029% | |
2/14/2024 | Creative Planning | 1,027,282 | $59.92M | 0.1% | +12.9% | 0.269% | |
2/14/2024 | Redwood Investment Management LLC | 14,012 | $0.82M | 0.1% | +11.9% | 0.004% | |
2/14/2024 | First Financial Bankshares Inc | 1,025,408 | $59.81M | 1.4% | N/A | 0.268% | |
2/14/2024 | Wit LLC | 467 | $27K | 1.0% | -97.1% | 0.000% | |
2/14/2024 | BOKF NA | 115,680 | $6.75M | 0.1% | -0.8% | 0.030% | |
2/14/2024 | Northwest Wealth Management LLC | 243,565 | $14.21M | 4.3% | +13.5% | 0.064% | |
2/14/2024 | Icon Wealth Advisors LLC | 6,603 | $0.39M | 0.0% | N/A | 0.002% | |
2/14/2024 | Mmbg Investment Advisors CO. | 12,090 | $0.71M | 0.1% | -24.4% | 0.003% | |
2/14/2024 | Cresset Asset Management LLC | 29,154 | $1.70M | 0.0% | N/A | 0.008% | |
2/14/2024 | Regal Investment Advisors LLC | 3,930 | $0.23M | 0.0% | N/A | 0.001% | |
2/14/2024 | Sollinda Capital Management LLC | 643,394 | $37.53M | 10.6% | N/A | 0.168% | |
2/14/2024 | Basso Capital Management L.P. | 41,534 | $2.42M | 2.5% | +66.0% | 0.011% | |
2/14/2024 | Connectus Wealth LLC | 14,551 | $0.85M | 0.0% | -1.2% | 0.004% | |
2/14/2024 | Personal CFO Solutions LLC | 5,270 | $0.31M | 0.1% | -14.2% | 0.001% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 41,844 | $2.44M | 0.7% | +458.4% | 0.011% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 44,224 | $2.58M | 0.4% | +24.5% | 0.012% | |
2/14/2024 | Valley Financial Group Inc. | 77,714 | $4.53M | 3.5% | N/A | 0.020% | |
2/13/2024 | Angeles Wealth Management LLC | 142,550 | $8.32M | 1.0% | -16.2% | 0.037% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,287,228 | $250.07M | 0.1% | +6.8% | 1.121% | |
2/13/2024 | Stephens Inc. AR | 6,894 | $0.40M | 0.0% | -9.1% | 0.002% | |
2/13/2024 | Northern Trust Corp | 3,225,383 | $188.14M | 0.0% | +109.2% | 0.843% | |
2/13/2024 | 1832 Asset Management L.P. | 1,252 | $73K | 0.0% | N/A | 0.000% | |
2/13/2024 | Cetera Advisor Networks LLC | 482,382 | $28.14M | 0.2% | -4.3% | 0.126% | |
2/13/2024 | Essential Planning LLC. | 8,732 | $0.51M | 0.3% | +19.4% | 0.002% | |
2/13/2024 | Oppenheimer & Co. Inc. | 74,776 | $4.36M | 0.1% | -12.1% | 0.020% | |
2/13/2024 | Amussen Hunsaker Associates LLC | 17,489 | $1.02M | 0.2% | +109.3% | 0.005% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,658,615 | $213.41M | 0.0% | -22.9% | 0.956% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 11,037 | $0.64M | 0.0% | -94.1% | 0.003% | |
2/13/2024 | CIBC Private Wealth Group LLC | 14,001 | $0.82M | 0.0% | N/A | 0.004% | |
2/13/2024 | Belpointe Asset Management LLC | 52,222 | $3.05M | 0.3% | -1.0% | 0.014% | |
2/13/2024 | Peapack Gladstone Financial Corp | 57,159 | $3.33M | 0.1% | +30.9% | 0.015% | |
2/13/2024 | Cornerstone Advisory LLC | 15,282 | $0.89M | 0.1% | -10.8% | 0.004% | |
2/13/2024 | Wellspring Financial Advisors LLC | 9,975 | $0.58M | 0.0% | N/A | 0.003% | |
2/13/2024 | CWA Asset Management Group LLC | 383,955 | $22.40M | 1.5% | -0.4% | 0.100% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 7,598 | $0.44M | 0.2% | -14.1% | 0.002% | |
2/13/2024 | Jones Financial Companies Lllp | 765 | $45K | 0.0% | N/A | 0.000% | |
2/13/2024 | Landmark Financial Advisors LLC | 67,919 | $3.96M | 1.4% | -5.6% | 0.018% | |
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2/13/2024 | Carolinas Wealth Consulting LLC | 3,521 | $0.21M | 0.0% | -12.5% | 0.001% | |
2/13/2024 | Lloyd Advisory Services LLC. | 4,259 | $0.25M | 0.1% | N/A | 0.001% | |
2/13/2024 | FinTrust Capital Advisors LLC | 6,121 | $0.36M | 0.1% | -25.5% | 0.002% | |
2/12/2024 | Miller Investment Management LP | 365,104 | $21.30M | 3.0% | +14.6% | 0.095% | |
2/12/2024 | American Investment Services Inc. | 66,459 | $3.88M | 0.7% | +197.7% | 0.017% | |
2/12/2024 | Vectors Research Management LLC | 252,083 | $14.70M | 2.5% | -14.9% | 0.066% | |
2/12/2024 | Alaethes Wealth LLC | 188,241 | $10.98M | 5.2% | +7.2% | 0.049% | |
2/12/2024 | Peterson Financial Group Inc. | 5,639 | $0.33M | 0.2% | -13.3% | 0.001% | |
2/12/2024 | Brown Brothers Harriman & Co. | 16,363 | $0.95M | 0.0% | -43.1% | 0.004% | |
2/12/2024 | Bank of Nova Scotia | 503,687 | $29.36M | 0.1% | +158.3% | 0.132% | |