3/22/2024 | PNC Financial Services Group Inc. | 273,973 | $75M | 0.1% | -3.9% | 0.607% | |
3/15/2024 | Cape ANN Savings Bank | 755 | $0.21M | 0.1% | N/A | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 2,131 | $0.58M | 0.0% | -13.2% | 0.005% | |
3/5/2024 | Greenwood Capital Associates LLC | 2,989 | $0.82M | 0.1% | -7.3% | 0.007% | |
3/5/2024 | Twin Focus Capital Partners LLC | 12,926 | $3.54M | 0.3% | -2.6% | 0.029% | |
2/29/2024 | Tortoise Investment Management LLC | 185 | $51K | 0.0% | -29.1% | 0.000% | |
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2/28/2024 | EP Wealth Advisors LLC | 15,143 | $4.15M | 0.1% | -1.1% | 0.034% | |
2/26/2024 | Syon Capital LLC | 1,122 | $0.31M | 0.0% | N/A | 0.002% | |
2/23/2024 | Chicago Partners Investment Group LLC | 16,721 | $4.65M | 0.2% | -8.0% | 0.037% | |
2/23/2024 | Beacon Financial Group | 5,783 | $1.58M | 0.2% | -1.7% | 0.013% | |
2/20/2024 | GLOBALT Investments LLC GA | 1,736 | $0.48M | 0.0% | N/A | 0.004% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 764 | $0.21M | 0.0% | N/A | 0.002% | |
2/16/2024 | Harbour Investments Inc. | 1,083 | $0.30M | 0.0% | +23.2% | 0.002% | |
2/15/2024 | GTS Securities LLC | 1,567 | $0.43M | 0.0% | -31.8% | 0.003% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 191,882 | $52.53M | 0.2% | -0.2% | 0.425% | |
2/15/2024 | Townsquare Capital LLC | 5,303 | $1.45M | 0.0% | +1.2% | 0.012% | |
2/15/2024 | Midwest Professional Planners LTD. | 14,719 | $4.03M | 1.6% | -11.3% | 0.033% | |
2/15/2024 | Coyle Financial Counsel LLC | 2,758 | $0.76M | 0.3% | -6.3% | 0.006% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 125,943 | $34.48M | 1.0% | +0.5% | 0.279% | |
2/15/2024 | Modera Wealth Management LLC | 6,804 | $1.86M | 0.0% | -6.1% | 0.015% | |
2/15/2024 | NSI Retail Advisors LLC | 93,400 | $25.57M | 4.1% | N/A | 0.207% | |
2/15/2024 | Price T Rowe Associates Inc. MD | 764 | $0.21M | 0.0% | N/A | 0.002% | |
2/15/2024 | Fort Sheridan Advisors LLC | 3,363 | $0.92M | 0.2% | N/A | 0.007% | |
2/15/2024 | Gamco Investors INC. ET AL | 750 | $0.21M | 0.0% | N/A | 0.002% | |
2/15/2024 | Georgetown University | 99,839 | $27.33M | 9.3% | +0.8% | 0.221% | |
2/15/2024 | Buckingham Strategic Partners LLC | 2,001 | $0.55M | 0.0% | -8.8% | 0.004% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 52,741 | $14.44M | 0.2% | -7.4% | 0.117% | |
2/15/2024 | Baird Financial Group Inc. | 20,191 | $5.53M | 0.0% | +0.4% | 0.045% | |
2/15/2024 | Comerica Bank | 86,900 | $23.79M | 0.1% | +5.6% | 0.193% | |
2/14/2024 | Royal Bank of Canada | 113,200 | $30.99M | 0.0% | +26.0% | 0.251% | |
2/14/2024 | Midland Wealth Advisors LLC | 1,498 | $0.41M | 0.0% | N/A | 0.003% | |
2/14/2024 | Pathstone Holdings LLC | 13,942 | $3.82M | 0.0% | N/A | 0.031% | |
2/14/2024 | Pitcairn Co. | 541,782 | $148.31M | 11.4% | +0.1% | 1.201% | |
2/14/2024 | Waverly Advisors LLC | 93,202 | $25.51M | 1.0% | -2.0% | 0.207% | |
2/14/2024 | Kestra Advisory Services LLC | 36,172 | $9.90M | 0.1% | +74.1% | 0.080% | |
2/14/2024 | LM Advisors LLC | 1,001 | $0.27M | 0.1% | N/A | 0.002% | |
2/14/2024 | Creative Planning | 35,313 | $9.67M | 0.0% | +8.6% | 0.078% | |
2/14/2024 | RMB Capital Management LLC | 14,482 | $3.96M | 0.1% | +165.0% | 0.032% | |
2/14/2024 | Fiduciary Management Inc. WI | 7,860 | $2.15M | 0.0% | N/A | 0.017% | |
2/14/2024 | Cresset Asset Management LLC | 94,793 | $25.95M | 0.2% | +0.4% | 0.210% | |
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2/14/2024 | Humankind Investments LLC | 24,570 | $6.73M | 2.0% | N/A | 0.054% | |
2/14/2024 | Sei Investments Co. | 13,611 | $3.73M | 0.0% | N/A | 0.030% | |
2/14/2024 | Sentinel Trust Co. LBA | 266,252 | $72.88M | 9.6% | +1.0% | 0.590% | |
2/14/2024 | Westwood Holdings Group Inc. | 1,557 | $0.43M | 0.0% | N/A | 0.003% | |
2/13/2024 | Lokken Investment Group LLC | 6,928 | $1.90M | 1.1% | +6.5% | 0.015% | |
2/13/2024 | Envestnet Asset Management Inc. | 207,955 | $56.93M | 0.0% | +0.9% | 0.461% | |
2/13/2024 | Stephens Inc. AR | 149,247 | $40.86M | 0.7% | +2.4% | 0.331% | |
2/13/2024 | Northern Trust Corp | 1,122,699 | $307.33M | 0.1% | +6.0% | 2.489% | |
2/13/2024 | Cetera Advisor Networks LLC | 35,390 | $9.69M | 0.1% | +0.7% | 0.078% | |
2/13/2024 | Oppenheimer & Co. Inc. | 1,076 | $0.30M | 0.0% | N/A | 0.002% | |
2/13/2024 | Christopher J. Hasenberg Inc | 69,569 | $19.04M | 10.6% | N/A | 0.154% | |
2/13/2024 | Edge Capital Group LLC | 12,892 | $3.53M | 0.2% | -14.7% | 0.029% | |
2/13/2024 | Goldman Sachs Group Inc. | 743,875 | $203.63M | 0.0% | +3.5% | 1.649% | |
2/13/2024 | CIBC Private Wealth Group LLC | 21,559 | $5.90M | 0.0% | +9.3% | 0.048% | |
2/13/2024 | Peapack Gladstone Financial Corp | 4,175 | $1.14M | 0.0% | -1.3% | 0.009% | |
2/13/2024 | Jones Financial Companies Lllp | 124,163 | $33.99M | 0.1% | -3.1% | 0.275% | |
2/12/2024 | Partners Capital Investment Group LLP | 35,061 | $9.60M | 0.2% | -1.9% | 0.078% | |
2/12/2024 | GM Advisory Group LLC | 161,130 | $44.11M | 3.3% | +4.5% | 0.357% | |
2/12/2024 | Chesapeake Wealth Management | 18,852 | $5.16M | 2.0% | -3.9% | 0.042% | |
2/12/2024 | Scotia Capital Inc. | 2,401 | $0.66M | 0.0% | +20.0% | 0.005% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 5,294 | $1.45M | 0.1% | -4.3% | 0.012% | |
2/12/2024 | Evoke Wealth LLC | 10,400 | $2.85M | 0.1% | -0.9% | 0.023% | |
2/12/2024 | Avestar Capital LLC | 3,128 | $0.86M | 0.1% | N/A | 0.007% | |
2/12/2024 | Catalytic Wealth RIA LLC | 4,623 | $1.27M | 0.6% | N/A | 0.010% | |
2/12/2024 | Fiduciary Trust Co | 24,359 | $6.67M | 0.1% | -0.8% | 0.054% | |
2/12/2024 | Stifel Financial Corp | 17,052 | $4.67M | 0.0% | -24.1% | 0.038% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 1,500 | $0.41M | 0.1% | N/A | 0.003% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 71,757 | $19.64M | 1.8% | +0.7% | 0.159% | |
2/9/2024 | Johnson Financial Group Inc. | 1,406 | $0.39M | 0.0% | -84.7% | 0.003% | |
2/9/2024 | Congress Wealth Management LLC DE | 1,540 | $0.42M | 0.0% | -60.6% | 0.003% | |
2/9/2024 | Advisory Services Network LLC | 10,358 | $2.84M | 0.1% | +17.0% | 0.023% | |
2/9/2024 | Orion Portfolio Solutions LLC | 21,333 | $5.82M | 0.1% | +0.2% | 0.047% | |
2/9/2024 | Commerce Bank | 148,552 | $40.67M | 0.3% | -0.2% | 0.329% | |
2/9/2024 | US Bancorp DE | 91,808 | $25.13M | 0.0% | -3.3% | 0.204% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 23,916 | $6.55M | 0.0% | -0.4% | 0.053% | |
2/9/2024 | WBI Investments LLC | 12,560 | $3.44M | 0.7% | -2.1% | 0.028% | |
2/9/2024 | Tidemark LLC | 148 | $41K | 0.0% | N/A | 0.000% | |
2/9/2024 | Union Savings Bank | 1,138 | $0.31M | 0.2% | -46.0% | 0.003% | |
2/9/2024 | Davis R M Inc. | 161,072 | $44.09M | 1.0% | -0.2% | 0.357% | |
2/9/2024 | Journey Strategic Wealth LLC | 3,426 | $0.94M | 0.0% | -39.8% | 0.008% | |
2/9/2024 | Franklin Resources Inc. | 143,261 | $39.22M | 0.0% | +3.2% | 0.318% | |
2/9/2024 | Assetmark Inc. | 265 | $73K | 0.0% | -76.3% | 0.001% | |
2/9/2024 | Agilis Partners LLC | 38,934 | $10.66M | 2.4% | -7.3% | 0.086% | |
2/9/2024 | Corient Private Wealth LLC | 193,064 | $52.85M | 0.1% | -63.9% | 0.428% | |
2/9/2024 | D.A. Davidson & CO. | 4,561 | $1.25M | 0.0% | -12.4% | 0.010% | |
2/9/2024 | Wells Fargo & Company MN | 211,841 | $57.99M | 0.0% | +4.5% | 0.470% | |
2/9/2024 | Coldstream Capital Management Inc. | 1,951 | $0.53M | 0.0% | -3.1% | 0.004% | |
2/9/2024 | UBS Group AG | 457,036 | $125.11M | 0.0% | -6.9% | 1.013% | |
2/9/2024 | PNC Financial Services Group Inc. | 273,973 | $75M | 0.1% | -3.9% | 0.607% | |
2/8/2024 | Brown Advisory Inc. | 45,569 | $12.47M | 0.0% | +11.9% | 0.101% | |
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2/8/2024 | Level Four Advisory Services LLC | 1,130 | $0.31M | 0.0% | +30.6% | 0.003% | |
2/8/2024 | Tortoise Investment Management LLC | 185 | $53K | 0.0% | -29.1% | 0.000% | |
2/8/2024 | Jordan Park Group LLC | 24,422 | $6.69M | 0.5% | N/A | 0.054% | |
2/8/2024 | Private Wealth Management Group LLC | 748 | $0.21M | 0.1% | N/A | 0.002% | |
2/8/2024 | First Heartland Consultants Inc. | 37,442 | $10.25M | 1.2% | -22.4% | 0.083% | |
2/8/2024 | Kingsview Wealth Management LLC | 896 | $0.25M | 0.0% | -4.5% | 0.002% | |
2/8/2024 | Meridian Wealth Management LLC | 1,321 | $0.36M | 0.0% | -50.0% | 0.003% | |
2/8/2024 | Beacon Pointe Advisors LLC | 11,627 | $3.18M | 0.0% | -5.8% | 0.026% | |
2/8/2024 | Quadrant Capital Group LLC | 1,534 | $0.42M | 0.0% | +13.0% | 0.003% | |
2/8/2024 | Campbell Wealth Management | 78,712 | $21.55M | 2.6% | +1.4% | 0.175% | |