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% | |
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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% | |
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% | |
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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% | |
2/13/2025 | F M Investments LLC | 16,687 | $1.18M | 0.0% | N/A | 0.063% | |
2/13/2025 | Raymond James Financial Inc. | 32,329 | $2.28M | 0.0% | N/A | 0.122% | |
2/13/2025 | Bank of Montreal Can | 11,541 | $814K | 0.0% | -4.0% | 0.044% | |
2/13/2025 | Envestnet Asset Management Inc. | 274,486 | $19.37M | 0.0% | +5.8% | 1.038% | |
2/13/2025 | Wells Fargo & Company MN | 113,481 | $8.01M | 0.0% | +74.4% | 0.429% | |
2/12/2025 | Orion Portfolio Solutions LLC | 143,970 | $10.16M | 0.1% | -11.5% | 0.545% | |
2/12/2025 | JPMorgan Chase & Co. | 114,736 | $8.10M | 0.0% | +2.4% | 0.434% | |
2/11/2025 | TIAA Trust National Association | 4,020,551 | $283.82M | 0.9% | -0.4% | 15.206% | |
2/11/2025 | LPL Financial LLC | 322,847 | $22.78M | 0.0% | +2.6% | 1.221% | |
2/11/2025 | Absolute Capital Management LLC | 4,941 | $349K | 0.2% | +22.9% | 0.019% | |
2/10/2025 | Gray Wealth Management Inc. | 23,503 | $1.66M | 0.6% | +0.7% | 0.089% | |
2/10/2025 | Commonwealth Equity Services LLC | 47,064 | $3.32M | 0.0% | -4.3% | 0.178% | |
2/7/2025 | PNC Financial Services Group Inc. | 14,432 | $1.02M | 0.0% | -37.7% | 0.055% | |
2/6/2025 | Raymond James Financial Inc. | 32,329 | $2.28M | 0.0% | N/A | 0.122% | |
2/6/2025 | Keybank National Association OH | 555,070 | $39.16M | 0.2% | +2.8% | 2.099% | |
2/6/2025 | Fidelis Capital Partners LLC | 3,065 | $219K | 0.0% | N/A | 0.012% | |
2/6/2025 | Jones Financial Companies Lllp | 3,472 | $245K | 0.0% | +113.7% | 0.013% | |
2/5/2025 | West Michigan Advisors LLC | 7,670 | $541K | 0.2% | -2.8% | 0.029% | |
2/5/2025 | SVB Wealth LLC | 3,200 | $226K | 0.0% | N/A | 0.012% | |
2/5/2025 | Bryn Mawr Capital Management LLC | 21,387 | $1.51M | 0.1% | -6.2% | 0.081% | |
2/4/2025 | Bank of New York Mellon Corp | 207,524 | $14.64M | 0.0% | +35.9% | 0.785% | |
2/4/2025 | Addison Advisors LLC | 9,532 | $672K | 0.2% | -9.1% | 0.036% | |
2/4/2025 | Wealthspire Advisors LLC | 147,561 | $10.41M | 0.1% | +0.3% | 0.558% | |
2/3/2025 | Bryn Mawr Capital Management LLC | 13,127 | $926K | 0.0% | -42.4% | 0.050% | |
1/31/2025 | Anson Capital Inc. | 24,759 | $1.75M | 1.5% | -1.0% | 0.094% | |
1/30/2025 | VeraBank N.A. | 429,469 | $30.30M | 8.5% | +4.6% | 1.624% | |
1/30/2025 | Allworth Financial LP | 39,728 | $2.86M | 0.0% | -5.0% | 0.150% | |
1/30/2025 | Aries Wealth Management | 6,452 | $455K | 0.1% | -5.0% | 0.024% | |
1/28/2025 | Ledyard National Bank | 166,903 | $11.78M | 1.1% | -1.3% | 0.631% | |
1/27/2025 | Mather Group LLC. | 26,025 | $1.84M | 0.0% | -1.6% | 0.098% | |
1/24/2025 | Greenleaf Trust | 3,313 | $234K | 0.0% | -15.9% | 0.013% | |
1/23/2025 | Strategic Blueprint LLC | 4,157 | $293K | 0.0% | -8.9% | 0.016% | |
1/21/2025 | CFS Investment Advisory Services LLC | 105,002 | $7.41M | 0.7% | +2.1% | 0.397% | |
1/21/2025 | Geneos Wealth Management Inc. | 11,454 | $808K | 0.0% | -2.1% | 0.043% | |
1/17/2025 | Magnus Financial Group LLC | 64,749 | $4.57M | 0.4% | +0.6% | 0.245% | |
1/17/2025 | Transform Wealth LLC | 68,027 | $4.80M | 0.3% | -80.3% | 0.257% | |
1/13/2025 | Horizon Bancorp Inc. IN | 52,582 | $3.71M | 1.7% | +1.3% | 0.199% | |
12/26/2024 | JPMorgan Chase & Co. | 112,050 | $8.04M | 0.0% | +791.9% | 0.424% | |
11/18/2024 | Empire Financial Management Company LLC | 2,996 | $215K | 0.1% | N/A | 0.011% | |
11/15/2024 | Valued Retirements Inc. | 15,028 | $1.08M | 1.5% | N/A | 0.057% | |
11/15/2024 | MML Investors Services LLC | 52,041 | $3.73M | 0.0% | +6.1% | 0.197% | |
11/15/2024 | Orion Portfolio Solutions LLC | 162,616 | $11.66M | 0.3% | -3.0% | 0.615% | |
11/15/2024 | Jane Street Group LLC | 9,526 | $683K | 0.0% | -32.3% | 0.036% | |
11/15/2024 | Stifel Financial Corp | 4,697 | $337K | 0.0% | -15.4% | 0.018% | |
11/15/2024 | Benjamin Edwards Inc. | 74,035 | $5.31M | 0.1% | N/A | 0.280% | |
11/14/2024 | Flow Traders U.S. LLC | 11,372 | $815K | 0.0% | +152.1% | 0.043% | |
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11/14/2024 | Financial Counselors Inc. | 2,844 | $204K | 0.0% | -33.4% | 0.011% | |
11/13/2024 | FMR LLC | 7,157 | $513K | 0.0% | -2.7% | 0.027% | |
11/13/2024 | Brown Brothers Harriman & Co. | 815 | $58K | 0.0% | -16.1% | 0.003% | |
11/12/2024 | CFS Investment Advisory Services LLC | 102,824 | $7.37M | 0.6% | N/A | 0.389% | |
11/8/2024 | Commerce Bank | 17,557 | $1.26M | 0.0% | -3.2% | 0.066% | |
11/8/2024 | PNC Financial Services Group Inc. | 23,179 | $1.66M | 0.0% | +351.0% | 0.088% | |
11/4/2024 | Addison Advisors LLC | 10,482 | $752K | 0.2% | -14.7% | 0.040% | |
11/4/2024 | VeraBank N.A. | 410,518 | $29.44M | 8.6% | +1.8% | 1.553% | |
11/1/2024 | Bridges Investment Management Inc. | 130,645 | $9.37M | 0.1% | -8.9% | 0.494% | |
10/31/2024 | Cozad Asset Management Inc. | 2,875 | $206K | 0.0% | N/A | 0.011% | |