7/26/2024 | Walkner Condon Financial Advisors LLC | 178,943 | $11.94M | 2.6% | +5.0% | 0.062% | |
7/26/2024 | WealthShield Partners LLC | 2,599 | $174K | 0.0% | -26.2% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 116,228 | $7.76M | 0.3% | +5.6% | 0.040% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 42,832 | $2.86M | 0.0% | +26.1% | 0.015% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 273,474 | $18.26M | 0.0% | +22.2% | 0.094% | |
7/26/2024 | Sierra Capital LLC | 183,541 | $12.26M | 1.6% | -1.7% | 0.063% | |
|
7/26/2024 | Bank of New York Mellon Corp | 41,464 | $2.77M | 0.0% | -2.4% | 0.014% | |
7/26/2024 | Catalyst Capital Advisors LLC | 104,073 | $6.95M | 0.2% | +5.1% | 0.036% | |
7/25/2024 | Roger Wittlin Investment Advisory LLC | 20,706 | $1.38M | 0.9% | +1.5% | 0.007% | |
7/25/2024 | Addison Capital Co | 3,873 | $259K | 0.1% | +17.3% | 0.001% | |
7/25/2024 | Raymond James Trust N.A. | 8,980 | $600K | 0.0% | -5.8% | 0.003% | |
7/25/2024 | Highland Capital Management LLC | 4,080 | $272K | 0.0% | -9.5% | 0.001% | |
7/25/2024 | Lincoln National Corp | 1,236,456 | $82.56M | 2.8% | -1.2% | 0.426% | |
7/25/2024 | POM Investment Strategies LLC | 378 | $25K | 0.0% | +69.5% | 0.000% | |
7/25/2024 | Harbor Advisory Corp MA | 167,201 | $11.16M | 3.9% | -2.9% | 0.058% | |
7/25/2024 | Tanager Wealth Management LLP | 338,350 | $22.59M | 3.4% | +5.1% | 0.116% | |
7/25/2024 | Cooksen Wealth LLC | 56,321 | $3.76M | 3.8% | -0.6% | 0.019% | |
7/25/2024 | Pictet North America Advisors SA | 60,873 | $4.06M | 0.4% | -48.0% | 0.021% | |
7/24/2024 | Family Firm Inc. | 11,738 | $784K | 0.1% | +1.5% | 0.004% | |
7/24/2024 | Charter Oak Capital Management LLC | 46,219 | $3.09M | 0.3% | -4.1% | 0.016% | |
7/24/2024 | Eagle Ridge Investment Management | 8,134 | $543K | 0.1% | +18.8% | 0.003% | |
7/23/2024 | Courier Capital LLC | 217,827 | $14.54M | 1.2% | +0.1% | 0.075% | |
7/22/2024 | Fifth Third Bancorp | 6,335 | $423K | 0.0% | -4.5% | 0.002% | |
7/22/2024 | Dakota Wealth Management | 6,290 | $420K | 0.0% | -18.0% | 0.002% | |
7/19/2024 | BTC Capital Management Inc. | 38,138 | $2.55M | 0.2% | -0.4% | 0.013% | |
7/19/2024 | Hedges Asset Management LLC | 33,500 | $2.24M | 1.6% | -2.6% | 0.012% | |
7/19/2024 | Tiller Private Wealth Inc. | 251,216 | $16.77M | 7.4% | -1.1% | 0.086% | |
7/19/2024 | Integris Wealth Management LLC | 201,304 | $13.44M | 3.9% | -11.6% | 0.069% | |
7/19/2024 | Raymond James & Associates | 219,105 | $14.63M | 0.0% | +1.3% | 0.075% | |
7/19/2024 | Hoylecohen LLC | 51,040 | $3.41M | 0.3% | +10.0% | 0.018% | |
7/19/2024 | E&G Advisors LP | 27,961 | $1.87M | 0.5% | -1.4% | 0.010% | |
7/18/2024 | Brookstone Capital Management | 4,235 | $291K | 0.0% | +26.7% | 0.001% | |
7/18/2024 | Blue Trust Inc. | 5,305,307 | $357.26M | 4.9% | -1.0% | 1.826% | |
7/18/2024 | FPC Investment Advisory Inc. | 145,271 | $9.97M | 8.9% | +5.2% | 0.050% | |
7/18/2024 | Miracle Mile Advisors LLC | 14,789 | $987K | 0.0% | -1.5% | 0.005% | |
7/18/2024 | Fiduciary Financial Group LLC | 12,735 | $879K | 0.2% | N/A | 0.004% | |
7/17/2024 | Rockingstone Advisors LLC | 43,797 | $2.92M | 1.5% | +6.9% | 0.015% | |
7/17/2024 | BlueSky Wealth Advisors LLC | 8,405 | $561K | 0.1% | N/A | 0.003% | |
7/17/2024 | Montecito Bank & Trust | 15,988 | $1.07M | 0.2% | -16.5% | 0.006% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 5,306 | $354K | 0.0% | -15.6% | 0.002% | |
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7/16/2024 | Wealth Enhancement Advisory Services LLC | 111,187 | $7.42M | 0.0% | +6.7% | 0.038% | |
7/16/2024 | Ameliora Wealth Management Ltd. | 30,194 | $2.02M | 0.9% | +108.8% | 0.010% | |
7/16/2024 | Bbjs Financial Advisors LLC | 241,641 | $16.13M | 6.0% | -5.3% | 0.083% | |
7/16/2024 | Wedmont Private Capital | 44,751 | $3.11M | 0.2% | +64.2% | 0.015% | |
7/16/2024 | White Lighthouse Investment Management Inc. | 12,571 | $839K | 0.2% | +1.2% | 0.004% | |
7/15/2024 | MorganRosel Wealth Management LLC | 87,367 | $5.83M | 2.1% | +4.8% | 0.030% | |
7/15/2024 | Presilium Private Wealth LLC | 506,947 | $33.85M | 8.5% | +3.7% | 0.175% | |
7/13/2024 | Spectrum Asset Management Inc. NB CA | 113,031 | $7.55M | 3.5% | +94.5% | 0.039% | |
7/13/2024 | Mechanics Bank Trust Department | 12,283 | $820K | 0.1% | +2.6% | 0.004% | |
7/13/2024 | Evanson Asset Management LLC | 30,992 | $2.07M | 0.2% | -4.9% | 0.011% | |
7/12/2024 | Hexagon Capital Partners LLC | 9,724 | $649K | 0.1% | -2.1% | 0.003% | |
7/12/2024 | SG Americas Securities LLC | 391,155 | $26.12M | 0.2% | +34.7% | 0.135% | |
7/12/2024 | Rebalance LLC | 21,815 | $1.46M | 0.1% | -1.0% | 0.008% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 12,654 | $845K | 0.0% | -5.5% | 0.004% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 31,229 | $2.09M | 0.2% | N/A | 0.011% | |
7/11/2024 | Pacifica Partners Inc. | 1,056 | $72K | 0.0% | -41.7% | 0.000% | |
7/11/2024 | Zeit Capital LLC | 222,692 | $14.87M | 12.1% | -0.7% | 0.077% | |
7/11/2024 | Wesbanco Bank Inc. | 9,069 | $606K | 0.0% | N/A | 0.003% | |
7/11/2024 | Family Wealth Partners LLC | 24,824 | $1.66M | 0.9% | +1.8% | 0.009% | |
7/10/2024 | Cumberland Advisors Inc. | 4,910 | $328K | 0.1% | -6.7% | 0.002% | |
7/10/2024 | Apella Capital LLC | 5,380 | $363K | 0.0% | -14.9% | 0.002% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 23,316 | $1.56M | 0.1% | N/A | 0.008% | |
7/9/2024 | Harbor Capital Advisors Inc. | 2,737 | $183K | 0.0% | -35.4% | 0.001% | |
7/9/2024 | Trust Co. of Vermont | 1,837 | $123K | 0.0% | +359.3% | 0.001% | |
7/9/2024 | Mather Group LLC. | 8,028,060 | $540.61M | 6.7% | +5.0% | 2.764% | |
7/8/2024 | Versant Capital Management Inc | 5,880 | $393K | 0.1% | -23.1% | 0.002% | |
7/5/2024 | Collective Family Office LLC | 17,405 | $1.16M | 0.3% | -1.4% | 0.006% | |
7/2/2024 | Stairway Partners LLC | 873,770 | $58.34M | 4.6% | +1.4% | 0.301% | |
7/1/2024 | Moller Wealth Partners | 111,921 | $7.47M | 2.0% | -1.4% | 0.039% | |
6/21/2024 | Abich Financial Wealth Management LLC | 259,606 | $17.48M | 13.5% | +67.2% | 0.089% | |
5/29/2024 | Garde Capital Inc. | 1,076,217 | $72.47M | 5.1% | +13.6% | 0.370% | |
5/24/2024 | Cetera Advisors LLC | 19,986 | $1.35M | 0.0% | +25.2% | 0.007% | |
5/24/2024 | Cetera Investment Advisers | 81,267 | $5.47M | 0.0% | +115.5% | 0.028% | |
5/22/2024 | BigSur Wealth Management LLC | 175,455 | $11.82M | 3.7% | +2.7% | 0.060% | |
5/17/2024 | Comerica Bank | 178,126 | $12.00M | 0.1% | -0.7% | 0.061% | |
5/17/2024 | Tidal Investments LLC | 10,954 | $738K | 0.0% | -21.5% | 0.004% | |
5/17/2024 | Innealta Capital LLC | 3,000 | $202K | 0.1% | N/A | 0.001% | |
5/16/2024 | Innova Wealth Partners | 35,546 | $2.39M | 1.8% | -4.6% | 0.012% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 41,374 | $2.79M | 0.1% | +300.6% | 0.014% | |
5/16/2024 | Janus Henderson Group PLC | 837,240 | $56.38M | 0.0% | +4.2% | 0.288% | |
5/16/2024 | Waverly Advisors LLC | 74,836 | $5.04M | 0.1% | N/A | 0.026% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 99,012 | $6.64M | 0.1% | +223.9% | 0.034% | |
5/15/2024 | SVB Wealth LLC | 4,798 | $323K | 0.0% | -33.3% | 0.002% | |
5/15/2024 | Blue Edge Capital LLC | 138,570 | $9.33M | 1.6% | -2.3% | 0.048% | |
5/15/2024 | London & Capital Asset Management Ltd | 13,710 | $923K | 0.1% | N/A | 0.005% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 3,707 | $250K | 0.0% | N/A | 0.001% | |
5/15/2024 | Lazard Asset Management LLC | 190,810 | $12.85M | 0.0% | -6.5% | 0.066% | |
5/14/2024 | Axxcess Wealth Management LLC | 4,162 | $280K | 0.0% | N/A | 0.001% | |
5/14/2024 | OLD Mission Capital LLC | 168,265 | $11.33M | 0.2% | -82.2% | 0.058% | |
5/14/2024 | Vident Advisory LLC | 153,470 | $10.34M | 0.2% | +23.6% | 0.053% | |
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5/14/2024 | Karpus Management Inc. | 280,927 | $18.92M | 0.5% | +9.5% | 0.097% | |
5/14/2024 | Lake Street Advisors Group LLC | 17,052 | $1.15M | 0.1% | N/A | 0.006% | |
5/13/2024 | Bessemer Group Inc. | 104,043 | $7.01M | 0.0% | +18.0% | 0.036% | |
5/13/2024 | Windham Capital Management LLC | 43,479 | $2.93M | 2.3% | -42.5% | 0.015% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 19,396 | $1.31M | 0.0% | +8.3% | 0.007% | |
5/11/2024 | Jacobi Capital Management LLC | 5,194 | $350K | 0.0% | -9.7% | 0.002% | |
5/11/2024 | Edgestream Partners L.P. | 3,167 | $213K | 0.0% | N/A | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 130,416 | $8.78M | 0.0% | -15.3% | 0.045% | |
5/10/2024 | Vanguard Group Inc. | 2,035,146 | $137.05M | 0.0% | -0.7% | 0.701% | |
5/10/2024 | JPMorgan Chase & Co. | 30,117,187 | $2.03B | 0.2% | -0.2% | 10.368% | |