12/3/2024 | Denver PWM LLC | 5,162 | $475K | 0.2% | -3.5% | 0.005% | |
11/27/2024 | Franklin Resources Inc. | 21,663 | $2.03M | 0.0% | -7.3% | 0.020% | |
11/25/2024 | Synovus Financial Corp | 9,130 | $839K | 0.0% | +4.4% | 0.008% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 489,940 | $45.04M | 0.8% | -6.9% | 0.456% | |
11/25/2024 | Broadview Financial Management LLC | 104,541 | $9.61M | 6.5% | +0.9% | 0.097% | |
11/25/2024 | World Investment Advisors LLC | 26,919 | $2.48M | 0.1% | -29.0% | 0.025% | |
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11/25/2024 | Sanctuary Advisors LLC | 65,130 | $6.38M | 0.0% | +44.1% | 0.061% | |
11/21/2024 | Tudor Financial Inc. | 6,935 | $638K | 0.4% | N/A | 0.006% | |
11/18/2024 | Soltis Investment Advisors LLC | 37,383 | $3.44M | 0.3% | +13.4% | 0.035% | |
11/18/2024 | Rehmann Capital Advisory Group | 19,326 | $1.78M | 0.1% | -4.3% | 0.018% | |
11/18/2024 | TD Private Client Wealth LLC | 39,043 | $3.59M | 0.1% | +20.1% | 0.036% | |
11/18/2024 | Sunbelt Securities Inc. | 57,067 | $5.25M | 0.5% | -4.6% | 0.053% | |
11/18/2024 | Coldstream Capital Management Inc. | 69,879 | $6.42M | 0.1% | -7.5% | 0.065% | |
11/15/2024 | M&T Bank Corp | 62,301 | $5.73M | 0.0% | +0.4% | 0.058% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 2,697 | $248K | 0.0% | N/A | 0.003% | |
11/15/2024 | MML Investors Services LLC | 39,958 | $3.67M | 0.0% | +41.4% | 0.037% | |
11/15/2024 | Main Management LLC | 837,565 | $77.00M | 6.3% | +0.1% | 0.779% | |
11/15/2024 | Main Management ETF Advisors LLC | 3,025,840 | $278.17M | 13.2% | +2.5% | 2.816% | |
11/15/2024 | Orion Portfolio Solutions LLC | 2,202 | $202K | 0.0% | N/A | 0.002% | |
11/15/2024 | Glen Eagle Advisors LLC | 6,748 | $620K | 0.1% | +2.8% | 0.006% | |
11/15/2024 | EP Wealth Advisors LLC | 57,152 | $5.25M | 0.0% | +0.2% | 0.053% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 39,553 | $3.64M | 0.0% | +7.3% | 0.037% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 9,780 | $899K | 0.1% | N/A | 0.009% | |
11/15/2024 | Stifel Financial Corp | 261,425 | $24.03M | 0.0% | +12.1% | 0.243% | |
11/15/2024 | SageView Advisory Group LLC | 8,867 | $815K | 0.0% | -6.2% | 0.008% | |
11/15/2024 | Quantinno Capital Management LP | 7,467 | $686K | 0.0% | -5.3% | 0.007% | |
11/15/2024 | IHT Wealth Management LLC | 17,232 | $1.58M | 0.0% | +28.4% | 0.016% | |
11/15/2024 | Integrated Wealth Concepts LLC | 159,340 | $14.65M | 0.2% | +0.3% | 0.148% | |
11/15/2024 | HighTower Advisors LLC | 531,177 | $48.86M | 0.1% | +5.5% | 0.494% | |
11/15/2024 | Benjamin Edwards Inc. | 6,108 | $562K | 0.0% | N/A | 0.006% | |
11/15/2024 | FSA Wealth Management LLC | 950 | $87K | 0.0% | N/A | 0.001% | |
11/14/2024 | Plotkin Financial Advisors LLC | 2,644 | $243K | 0.1% | N/A | 0.002% | |
11/14/2024 | NCM Capital Management LLC | 4,578 | $421K | 0.2% | -3.2% | 0.004% | |
11/14/2024 | Captrust Financial Advisors | 1,710,719 | $157.27M | 0.5% | -36.4% | 1.592% | |
11/14/2024 | Rockefeller Capital Management L.P. | 266,809 | $24.53M | 0.1% | -0.5% | 0.248% | |
11/14/2024 | CWS Financial Advisors LLC | 2,265 | $208K | 0.1% | N/A | 0.002% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 12,740 | $1.17M | 1.8% | N/A | 0.012% | |
11/14/2024 | Financial Counselors Inc. | 36,277 | $3.34M | 0.0% | +0.6% | 0.034% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 300 | $28K | 0.0% | N/A | 0.000% | |
11/14/2024 | CreativeOne Wealth LLC | 16,634 | $1.53M | 0.1% | +18.7% | 0.015% | |
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11/13/2024 | Glenmede Trust Co. NA | 23,143 | $2.13M | 0.0% | -0.7% | 0.022% | |
11/13/2024 | Townsquare Capital LLC | 72,447 | $6.66M | 0.1% | +5.4% | 0.067% | |
11/13/2024 | Cadence Bank | 11,390 | $1.05M | 0.1% | N/A | 0.011% | |
11/13/2024 | FMR LLC | 3,754,753 | $345.17M | 0.0% | +0.6% | 3.494% | |
11/13/2024 | D.A. Davidson & CO. | 1,007,144 | $92.59M | 0.8% | +1.7% | 0.937% | |
11/13/2024 | Bank of Montreal Can | 525,721 | $48.29M | 0.0% | -9.2% | 0.489% | |
11/13/2024 | Associated Banc Corp | 92,537 | $8.51M | 0.3% | +2.7% | 0.086% | |
11/13/2024 | Private Trust Co. NA | 12,227 | $1.12M | 0.1% | -3.8% | 0.011% | |
11/13/2024 | Hancock Whitney Corp | 12,487 | $1.15M | 0.0% | +26.2% | 0.012% | |
11/13/2024 | Pacific Financial Group Inc. | 35,720 | $3.28M | 2.4% | -5.1% | 0.033% | |
11/12/2024 | Cahill Financial Advisors Inc. | 3,269 | $301K | 0.0% | +12.0% | 0.003% | |
11/12/2024 | Centaurus Financial Inc. | 34,887 | $3.21M | 0.2% | +222.7% | 0.032% | |
11/12/2024 | Kingsview Wealth Management LLC | 16,348 | $1.50M | 0.0% | -8.0% | 0.015% | |
11/12/2024 | Cerity Partners LLC | 495,049 | $45.51M | 0.1% | +9.0% | 0.461% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,353 | $400K | 0.0% | +62.1% | 0.004% | |
11/12/2024 | Nwam LLC | 2,390 | $220K | 0.0% | N/A | 0.002% | |
11/12/2024 | Meridian Wealth Management LLC | 13,884 | $1.28M | 0.1% | N/A | 0.013% | |
11/12/2024 | Asset Management Group Inc. | 59,191 | $5.44M | 1.0% | -1.1% | 0.055% | |
11/12/2024 | Biltmore Family Office LLC | 5,578 | $513K | 0.1% | N/A | 0.005% | |
11/12/2024 | CFS Investment Advisory Services LLC | 45,405 | $4.17M | 0.4% | -50.1% | 0.042% | |
11/12/2024 | Citigroup Inc. | 127,833 | $11.75M | 0.0% | +24.0% | 0.119% | |
11/9/2024 | LPL Financial LLC | 1,259,195 | $115.76M | 0.1% | -12.6% | 1.172% | |
11/9/2024 | STAR Financial Bank | 15,296 | $1.41M | 0.9% | -2.7% | 0.014% | |
11/8/2024 | Citizens Financial Group Inc. RI | 49,571 | $4.56M | 0.1% | +9.2% | 0.046% | |
11/8/2024 | Moors & Cabot Inc. | 11,440 | $1.05M | 0.1% | +8.8% | 0.011% | |
11/8/2024 | Etfidea LLC | 118,877 | $10.93M | 3.5% | +0.9% | 0.111% | |
11/8/2024 | Commerce Bank | 30,632 | $2.82M | 0.0% | -3.9% | 0.029% | |
11/8/2024 | Avior Wealth Management LLC | 9,616 | $884K | 0.0% | +12.9% | 0.009% | |
11/8/2024 | PNC Financial Services Group Inc. | 1,958,463 | $180.04M | 0.1% | +1.9% | 1.823% | |
11/8/2024 | Vance Wealth Inc. | 27,883 | $2.56M | 1.0% | -3.4% | 0.026% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 31,231 | $2.87M | 0.2% | +0.6% | 0.029% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 4,973 | $457K | 0.3% | N/A | 0.005% | |
11/7/2024 | Tidemark LLC | 1,048 | $96K | 0.0% | +28.0% | 0.001% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 179,027 | $16.46M | 0.5% | -0.9% | 0.167% | |
11/7/2024 | First Western Trust Bank | 2,240 | $206K | 0.0% | N/A | 0.002% | |
11/7/2024 | MAI Capital Management | 750,005 | $68.95M | 0.7% | -1.1% | 0.698% | |
11/7/2024 | AMG National Trust Bank | 14,307 | $1.32M | 0.0% | -5.9% | 0.013% | |
11/7/2024 | Thrivent Financial for Lutherans | 16,139 | $1.48M | 0.0% | -77.6% | 0.015% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 19,880 | $1.83M | 0.5% | +5.8% | 0.019% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 87,652 | $8.06M | 0.2% | -14.7% | 0.082% | |
11/6/2024 | River Street Advisors LLC | 8,707 | $800K | 0.4% | +17.5% | 0.008% | |
11/6/2024 | Destiny Capital Corp CO | 2,471 | $226K | 0.1% | N/A | 0.002% | |
11/6/2024 | Linscomb Wealth Inc. | 4,110 | $378K | 0.0% | -6.5% | 0.004% | |
11/6/2024 | KCM Investment Advisors LLC | 3,260 | $300K | 0.0% | +15.6% | 0.003% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 35,408 | $3.26M | 0.1% | -18.6% | 0.033% | |
11/6/2024 | Dearborn Partners LLC | 10,971 | $1.01M | 0.0% | -4.4% | 0.010% | |
11/6/2024 | Balboa Wealth Partners | 13,924 | $1.28M | 0.3% | +1.0% | 0.013% | |
11/6/2024 | Planning Capital Management Corp | 6,737 | $619K | 0.4% | -16.1% | 0.006% | |
11/6/2024 | Oppenheimer & Co. Inc. | 32,126 | $2.95M | 0.0% | +6.1% | 0.030% | |
11/6/2024 | OLD Second National Bank of Aurora | 4,902 | $451K | 0.1% | +8.5% | 0.005% | |
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11/6/2024 | Pinnacle Financial Partners Inc | 11,074 | $1.02M | 0.0% | +22.0% | 0.010% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 12,042 | $1.11M | 0.0% | -0.9% | 0.011% | |
11/5/2024 | Harbour Investments Inc. | 4,886 | $449K | 0.0% | +13.8% | 0.005% | |
11/5/2024 | Apollon Wealth Management LLC | 209,650 | $19.27M | 0.5% | -0.6% | 0.195% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 11,039 | $1.02M | 0.1% | +17.9% | 0.010% | |
11/4/2024 | Venturi Wealth Management LLC | 1,157 | $106K | 0.0% | -37.2% | 0.001% | |
11/4/2024 | Ashton Thomas Securities LLC | 319 | $29K | 0.0% | +1,229.2% | 0.000% | |
11/4/2024 | Mayflower Financial Advisors LLC | 3,706 | $341K | 0.1% | -10.1% | 0.003% | |
11/4/2024 | Guerra Pan Advisors LLC | 5,645 | $519K | 0.4% | +18.7% | 0.005% | |
11/4/2024 | Sigma Planning Corp | 55,919 | $5.14M | 0.2% | -13.4% | 0.052% | |