8/8/2025 | Cetera Investment Advisers | 12,538 | $917K | 0.0% | +13.8% | 0.050% | |
8/8/2025 | PNC Financial Services Group Inc. | 8,096 | $592K | 0.0% | -20.7% | 0.032% | |
8/8/2025 | VeraBank N.A. | 452,906 | $33.14M | 6.6% | +4.5% | 1.791% | |
8/5/2025 | McGinn Penninger Investment Management Inc. | 9,207 | $674K | 0.4% | -7.3% | 0.036% | |
8/5/2025 | Huntington National Bank | 2,219 | $162K | 0.0% | N/A | 0.009% | |
8/5/2025 | Key Financial Inc | 1,893 | $139K | 0.0% | -45.9% | 0.007% | |
8/5/2025 | Bank of New York Mellon Corp | 270,577 | $19.80M | 0.0% | +7.9% | 1.070% | |
8/5/2025 | Bank of Montreal Can | 10,270 | $752K | 0.0% | -2.5% | 0.041% | |
8/5/2025 | TIAA Trust National Association | 4,048,052 | $295.35M | 0.8% | +4.9% | 16.005% | |
8/4/2025 | Ledyard National Bank | 166,329 | $12.17M | 1.1% | +2.8% | 0.658% | |
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8/4/2025 | Keybank National Association OH | 559,223 | $40.92M | 0.2% | +0.8% | 2.211% | |
8/1/2025 | Envestnet Asset Management Inc. | 280,057 | $20.50M | 0.0% | +3.8% | 1.107% | |
7/31/2025 | VestGen Investment Management | 32,228 | $2.36M | 1.7% | -11.6% | 0.127% | |
7/31/2025 | CVA Family Office LLC | 42,442 | $3.11M | 0.4% | -3.6% | 0.168% | |
7/29/2025 | Stratos Wealth Partners LTD. | 2,795 | $205K | 0.0% | N/A | 0.011% | |
7/29/2025 | Harbor Asset Planning Inc. | 506 | $37K | 0.0% | N/A | 0.002% | |
7/28/2025 | Mutual Advisors LLC | 2,863 | $217K | 0.0% | -26.1% | 0.011% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,232 | $383K | 0.0% | +8.9% | 0.021% | |
7/24/2025 | Horizon Bancorp Inc. IN | 37,340 | $2.73M | 1.4% | -3.6% | 0.148% | |
7/22/2025 | Red Tortoise LLC | 783 | $57K | 0.0% | -95.7% | 0.003% | |
7/18/2025 | Parsons Capital Management Inc. RI | 11,408 | $835K | 0.1% | -7.7% | 0.045% | |
7/17/2025 | Worth Financial Advisory Group LLC | 2,977 | $218K | 0.1% | -36.3% | 0.012% | |
7/16/2025 | MKT Advisors LLC | 3,000 | $220K | 0.1% | N/A | 0.012% | |
7/16/2025 | Magnus Financial Group LLC | 65,723 | $4.81M | 0.4% | +0.7% | 0.260% | |
7/15/2025 | Mather Group LLC. | 21,846 | $1.60M | 0.0% | -7.7% | 0.086% | |
7/15/2025 | Charter Capital Management LLC DE | 8,859 | $648K | 0.4% | N/A | 0.035% | |
7/15/2025 | Sheets Smith Wealth Management | 3,400 | $249K | 0.0% | -5.6% | 0.013% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 123,936 | $9.24M | 0.0% | -8.2% | 0.490% | |
6/27/2025 | Goldman Sachs Group Inc. | 96,561 | $6.60M | 0.0% | +66.3% | 0.381% | |
5/21/2025 | Geneos Wealth Management Inc. | 7,581 | $518K | 0.0% | -33.8% | 0.030% | |
5/20/2025 | Focus Partners Wealth | 95,208 | $6.51M | 0.0% | -2.1% | 0.372% | |
5/19/2025 | Jane Street Group LLC | 9,789 | $669K | 0.0% | +82.9% | 0.038% | |
5/16/2025 | Great Lakes Advisors LLC | 4,818 | $329K | 0.0% | N/A | 0.019% | |
5/16/2025 | Goldman Sachs Group Inc. | 96,561 | $6.60M | 0.0% | +66.3% | 0.377% | |
5/15/2025 | EP Wealth Advisors LLC | 9,849 | $673K | 0.0% | -51.3% | 0.038% | |
5/15/2025 | Royal Bank of Canada | 34,146 | $2.33M | 0.0% | -3.6% | 0.133% | |
5/15/2025 | MAI Capital Management | 2,197 | $150K | 0.0% | N/A | 0.009% | |
5/15/2025 | Baird Financial Group Inc. | 174,939 | $11.96M | 0.0% | +2.6% | 0.683% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,133 | $761K | 0.0% | +64.8% | 0.043% | |
5/14/2025 | CW Advisors LLC | 3,120 | $213K | 0.0% | N/A | 0.012% | |
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5/14/2025 | Flow Traders U.S. LLC | 8,543 | $584K | 0.0% | N/A | 0.033% | |
5/13/2025 | Northern Trust Corp | 11,818,630 | $807.92M | 0.1% | -0.5% | 46.130% | |
5/13/2025 | HighTower Advisors LLC | 3,444 | $235K | 0.0% | +8.1% | 0.013% | |
5/12/2025 | SouthState Corp | 1,257 | $86K | 0.0% | N/A | 0.005% | |
5/12/2025 | Benjamin Edwards Inc. | 78,693 | $5.38M | 0.1% | +6.4% | 0.307% | |
5/9/2025 | VeraBank N.A. | 433,451 | $29.63M | 8.3% | +0.9% | 1.692% | |
5/9/2025 | Wealthspire Advisors LLC | 147,949 | $10.11M | 0.1% | +0.3% | 0.577% | |
5/9/2025 | West Michigan Advisors LLC | 7,518 | $514K | 0.2% | -2.0% | 0.029% | |
5/9/2025 | Horizon Family Wealth Inc. | 9,456 | $646K | 0.4% | -6.2% | 0.037% | |
5/9/2025 | Cheviot Value Management LLC | 1,948 | $132K | 0.0% | N/A | 0.008% | |
5/9/2025 | PNC Financial Services Group Inc. | 10,208 | $698K | 0.0% | -29.3% | 0.040% | |
5/8/2025 | TIAA Trust National Association | 3,857,363 | $263.69M | 0.8% | -4.1% | 15.056% | |
5/8/2025 | Natixis Advisors LLC | 11,986 | $819K | 0.0% | N/A | 0.047% | |
5/7/2025 | Evermay Wealth Management LLC | 2,200 | $150K | 0.0% | -6.4% | 0.009% | |
5/7/2025 | LPL Financial LLC | 365,274 | $24.97M | 0.0% | +13.1% | 1.426% | |
5/6/2025 | Cetera Investment Advisers | 11,021 | $753K | 0.0% | +28.1% | 0.043% | |
4/30/2025 | Allworth Financial LP | 38,320 | $2.52M | 0.0% | -3.5% | 0.150% | |
4/30/2025 | Bridges Investment Management Inc. | 124,214 | $8.49M | 0.1% | -4.9% | 0.485% | |
4/30/2025 | John W. Brooker & Co. CPAs | 19,121 | $1.31M | 0.5% | -11.2% | 0.075% | |
4/30/2025 | Crossmark Global Holdings Inc. | 2,973 | $203K | 0.0% | N/A | 0.012% | |
4/29/2025 | Envestnet Asset Management Inc. | 269,766 | $18.44M | 0.0% | -1.7% | 1.054% | |
4/29/2025 | Bank of New York Mellon Corp | 250,751 | $17.14M | 0.0% | +20.8% | 0.980% | |
4/29/2025 | Olde Wealth Management LLC | 1,238 | $84K | 0.0% | N/A | 0.005% | |
4/28/2025 | Mutual Advisors LLC | 3,873 | $256K | 0.0% | N/A | 0.015% | |
4/28/2025 | McGinn Penninger Investment Management Inc. | 9,927 | $679K | 0.4% | N/A | 0.039% | |
4/28/2025 | Keybank National Association OH | 554,644 | $37.92M | 0.2% | -0.1% | 2.167% | |
4/28/2025 | Sageworth Trust Co of South Dakota | 14,599 | $998K | 1.2% | -8.1% | 0.057% | |
4/25/2025 | Mather Group LLC. | 23,678 | $1.62M | 0.0% | -9.0% | 0.093% | |
4/24/2025 | Shore Point Advisors LLC | 5,539 | $379K | 0.2% | -10.0% | 0.022% | |
4/23/2025 | Horizon Bancorp Inc. IN | 38,729 | $2.65M | 1.5% | -26.3% | 0.151% | |
4/23/2025 | Ledyard National Bank | 161,829 | $11.06M | 1.1% | -3.0% | 0.632% | |
4/22/2025 | Advisor Resource Council | 3,100 | $212K | 0.0% | N/A | 0.012% | |
4/17/2025 | M. Kraus & Co | 8,000 | $547K | 0.2% | -11.1% | 0.031% | |
4/17/2025 | Aries Wealth Management | 5,617 | $384K | 0.1% | -12.9% | 0.022% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 135,065 | $9.23M | 0.0% | +9.5% | 0.528% | |
4/16/2025 | CVA Family Office LLC | 44,023 | $3.01M | 0.5% | -10.5% | 0.172% | |
4/15/2025 | Fifth Third Bancorp | 1,598 | $109K | 0.0% | -62.5% | 0.006% | |
4/15/2025 | Transform Wealth LLC | 61,155 | $4.18M | 0.3% | -10.1% | 0.239% | |
4/15/2025 | GAMMA Investing LLC | 822 | $56K | 0.0% | N/A | 0.003% | |
4/11/2025 | Magnus Financial Group LLC | 65,241 | $4.46M | 0.4% | +0.8% | 0.254% | |
4/9/2025 | NBC Securities Inc. | 481 | $32K | 0.0% | N/A | 0.002% | |
4/7/2025 | GAMMA Investing LLC | 56,192 | $3.84M | 0.0% | N/A | 0.219% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 123,326 | $8.70M | 0.0% | -3.5% | 0.477% | |
2/17/2025 | Two Sigma Investments LP | 33,500 | $2.36M | 0.0% | +89.3% | 0.127% | |
2/17/2025 | Focus Partners Wealth | 97,221 | $6.86M | 0.0% | -3.6% | 0.368% | |
2/17/2025 | EP Wealth Advisors LLC | 20,222 | $1.43M | 0.0% | +237.0% | 0.076% | |
2/17/2025 | CoreCap Advisors LLC | 915 | $65K | 0.0% | +48.5% | 0.003% | |
2/17/2025 | Cresset Asset Management LLC | 5,500 | $388K | 0.0% | -51.4% | 0.021% | |
2/17/2025 | Cetera Investment Advisers | 8,604 | $607K | 0.0% | -13.5% | 0.033% | |
2/17/2025 | Baird Financial Group Inc. | 170,546 | $12.03M | 0.0% | -1.4% | 0.645% | |
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2/17/2025 | Bank of America Corp DE | 317,956 | $22.43M | 0.0% | -2.3% | 1.203% | |
2/17/2025 | Ameriprise Financial Inc. | 5,990 | $423K | 0.0% | +3.5% | 0.023% | |
2/14/2025 | Jane Street Group LLC | 5,352 | $378K | 0.0% | -43.8% | 0.020% | |
2/14/2025 | Northern Trust Corp | 11,873,575 | $837.68M | 0.1% | -1.8% | 44.908% | |
2/14/2025 | Beacon Pointe Advisors LLC | 15,214 | $1.07M | 0.0% | +47.3% | 0.058% | |
2/14/2025 | MGO One Seven LLC | 9,288 | $655K | 0.0% | -3.1% | 0.035% | |
2/14/2025 | Stifel Financial Corp | 7,508 | $530K | 0.0% | +59.8% | 0.028% | |
2/14/2025 | Tower Research Capital LLC TRC | 1,751 | $124K | 0.0% | -77.9% | 0.007% | |
2/14/2025 | MML Investors Services LLC | 55,825 | $3.94M | 0.0% | +7.3% | 0.211% | |
2/13/2025 | NewEdge Advisors LLC | 6,057 | $427K | 0.0% | +8.7% | 0.023% | |