3/18/2024 | CoreFirst Bank & Trust | 42,121 | $4.70M | 3.1% | +15.0% | 0.009% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 42,768 | $4.77M | 0.1% | +0.2% | 0.009% | |
3/14/2024 | Leo Wealth LLC | 6,356 | $0.71M | 0.1% | N/A | 0.001% | |
3/13/2024 | MONECO Advisors LLC | 4,346 | $0.49M | 0.1% | +55.7% | 0.001% | |
3/12/2024 | Executive Wealth Group LLC | 97,628 | $10.90M | 6.9% | -1.4% | 0.021% | |
3/11/2024 | Vanguard Group Inc. | 3,230,426 | $360.61M | 0.0% | +0.3% | 0.703% | |
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3/8/2024 | Trust Co. of Vermont | 21,538 | $2.40M | 0.2% | -5.9% | 0.005% | |
3/8/2024 | ICA Group Wealth Management LLC | 16,181 | $1.81M | 0.4% | -31.2% | 0.004% | |
3/6/2024 | SageView Advisory Group LLC | 30,699 | $3.49M | 0.1% | -2.5% | 0.007% | |
3/6/2024 | Willner & Heller LLC | 3,889 | $0.43M | 0.5% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 10,503 | $1.17M | 0.0% | +61.3% | 0.002% | |
3/5/2024 | Slagle Financial LLC | 6,768 | $0.76M | 0.1% | +101.1% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 131,395 | $14.67M | 0.0% | -37.0% | 0.029% | |
3/4/2024 | Fortis Group Advisors LLC | 14,050 | $1.56M | 0.4% | +75.0% | 0.003% | |
3/1/2024 | Pineridge Advisors LLC | 1,119 | $0.13M | 0.0% | N/A | 0.000% | |
2/28/2024 | EP Wealth Advisors LLC | 60,920 | $6.80M | 0.1% | +207.0% | 0.013% | |
2/27/2024 | ARQ Wealth Advisors LLC | 12,966 | $1.45M | 0.9% | N/A | 0.003% | |
2/26/2024 | Centaurus Financial Inc. | 11,444 | $1.28M | 0.1% | +4.5% | 0.002% | |
2/26/2024 | Integrated Advisors Network LLC | 166,939 | $18.64M | 1.1% | +100.6% | 0.036% | |
2/23/2024 | Chicago Partners Investment Group LLC | 10,663 | $1.19M | 0.1% | -12.1% | 0.002% | |
2/23/2024 | Beacon Financial Group | 313,565 | $35M | 4.3% | +2.6% | 0.068% | |
2/21/2024 | WNY Asset Management LLC | 7,908 | $0.88M | 0.1% | +41.0% | 0.002% | |
2/21/2024 | Chelsea Counsel Co. | 87,650 | $9.78M | 5.2% | -23.3% | 0.019% | |
2/21/2024 | Novak & Powell Financial Services Inc. | 3,567 | $0.40M | 0.3% | N/A | 0.001% | |
2/20/2024 | GLOBALT Investments LLC GA | 14,259 | $1.59M | 0.1% | N/A | 0.003% | |
2/20/2024 | Clarity Capital Partners LLC | 5,630 | $0.63M | 0.4% | N/A | 0.001% | |
2/20/2024 | Pacific Center for Financial Services | 25,889 | $2.89M | 0.9% | +0.4% | 0.006% | |
2/20/2024 | Voisard Asset Management Group Inc. | 811 | $91K | 0.1% | N/A | 0.000% | |
2/16/2024 | Wesbanco Bank Inc. | 3,631 | $0.41M | 0.0% | -4.7% | 0.001% | |
2/16/2024 | SageView Advisory Group LLC | 30,699 | $3.49M | 0.1% | -2.5% | 0.007% | |
2/16/2024 | Sanibel Captiva Trust Company Inc. | 872,482 | $97.40M | 3.6% | N/A | 0.190% | |
2/16/2024 | Childress Capital Advisors LLC | 44,358 | $4.95M | 1.5% | -10.3% | 0.010% | |
2/16/2024 | Harbour Investments Inc. | 42,561 | $4.75M | 0.2% | +1.8% | 0.009% | |
2/15/2024 | GTS Securities LLC | 9,947 | $1.11M | 0.0% | N/A | 0.002% | |
2/15/2024 | Arkos Global Advisors | 213,475 | $23.83M | 4.3% | +2.6% | 0.046% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 1,854,615 | $207.03M | 0.6% | +11.1% | 0.404% | |
2/15/2024 | High Falls Advisors Inc | 2,532 | $0.28M | 0.1% | -12.6% | 0.001% | |
2/15/2024 | LifePro Asset Management | 5,822 | $0.65M | 0.5% | -9.3% | 0.001% | |
2/15/2024 | Venture Visionary Partners LLC | 214,860 | $23.99M | 1.3% | -0.6% | 0.047% | |
2/15/2024 | Townsquare Capital LLC | 51,824 | $5.79M | 0.1% | +65.6% | 0.011% | |
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2/15/2024 | Moneta Group Investment Advisors LLC | 351,121 | $39.20M | 0.8% | -9.3% | 0.076% | |
2/15/2024 | Atlas Capital Advisors LLC | 600 | $67K | 0.0% | -62.5% | 0.000% | |
2/15/2024 | Vanguard Group Inc. | 3,217,732 | $359.20M | 0.0% | -0.1% | 0.700% | |
2/15/2024 | Voya Financial Advisors Inc. | 22,396 | $2.51M | 0.3% | +22.3% | 0.005% | |
2/15/2024 | Wimmer Associates 1 LLC | 6,916 | $0.77M | 0.4% | +5.9% | 0.002% | |
2/15/2024 | Modera Wealth Management LLC | 56,477 | $6.31M | 0.1% | -1.6% | 0.012% | |
2/15/2024 | Nwam LLC | 96,756 | $10.80M | 0.9% | +3,126.3% | 0.021% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 2,589 | $0.29M | 0.3% | N/A | 0.001% | |
2/15/2024 | Financial Planning & Information Services Inc. | 210,767 | $23.53M | 3.7% | +8.0% | 0.046% | |
2/15/2024 | Fort Sheridan Advisors LLC | 4,742 | $0.53M | 0.1% | -3.8% | 0.001% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 32,612 | $3.64M | 0.0% | +1.5% | 0.007% | |
2/15/2024 | Baird Financial Group Inc. | 555,744 | $62.04M | 0.1% | -6.5% | 0.121% | |
2/15/2024 | C M Bidwell & Associates Ltd. | 11,443 | $1.28M | 0.9% | -1.6% | 0.002% | |
2/15/2024 | Comerica Bank | 206,119 | $23.01M | 0.1% | +15.8% | 0.045% | |
2/14/2024 | Royal Bank of Canada | 2,504,629 | $279.59M | 0.1% | +10.3% | 0.545% | |
2/14/2024 | Midland Wealth Advisors LLC | 1,793 | $0.20M | 0.0% | N/A | 0.000% | |
2/14/2024 | New England Asset Management Inc. | 203,450 | $22.71M | 3.7% | +49.9% | 0.044% | |
2/14/2024 | Continuum Advisory LLC | 6,633 | $0.74M | 0.1% | +10.1% | 0.001% | |
2/14/2024 | Pathstone Holdings LLC | 1,477,095 | $164.90M | 0.9% | N/A | 0.322% | |
2/14/2024 | Waverly Advisors LLC | 210,128 | $23.46M | 0.9% | +107.2% | 0.046% | |
2/14/2024 | Kestra Advisory Services LLC | 908,791 | $101.45M | 0.8% | -3.4% | 0.198% | |
2/14/2024 | Coastwise Capital Group LLC | 7,870 | $0.88M | 0.9% | +3.7% | 0.002% | |
2/14/2024 | Creative Planning | 3,843,980 | $429.10M | 0.6% | -2.6% | 0.837% | |
2/14/2024 | Redwood Investment Management LLC | 3,084 | $0.34M | 0.0% | -10.5% | 0.001% | |
2/14/2024 | RMB Capital Management LLC | 7,954 | $0.89M | 0.0% | -41.9% | 0.002% | |
2/14/2024 | Jacobi Capital Management LLC | 4,186 | $0.47M | 0.0% | -8.4% | 0.001% | |
2/14/2024 | Icon Wealth Advisors LLC | 2,046 | $0.23M | 0.0% | N/A | 0.000% | |
2/14/2024 | MGO One Seven LLC | 15,693 | $1.75M | 0.1% | -10.0% | 0.003% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 2,519 | $0.28M | 0.3% | N/A | 0.001% | |
2/14/2024 | Cresset Asset Management LLC | 106,796 | $11.92M | 0.1% | +6.2% | 0.023% | |
2/14/2024 | Regal Investment Advisors LLC | 16,487 | $1.84M | 0.1% | -13.9% | 0.004% | |
2/14/2024 | XML Financial LLC | 63,387 | $7.08M | 0.7% | +208.9% | 0.014% | |
2/14/2024 | Sei Investments Co. | 169,071 | $18.87M | 0.0% | +23.2% | 0.037% | |
2/14/2024 | Asset Allocation Strategies LLC | 84,948 | $9.48M | 3.7% | +9.2% | 0.018% | |
2/14/2024 | Connectus Wealth LLC | 4,980 | $0.56M | 0.0% | -46.6% | 0.001% | |
2/14/2024 | Personal CFO Solutions LLC | 37,064 | $4.14M | 0.7% | +0.3% | 0.008% | |
2/14/2024 | SWAN Capital LLC | 13,455 | $1.50M | 0.9% | +34.0% | 0.003% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 700 | $78K | 0.1% | N/A | 0.000% | |
2/14/2024 | Waterloo Capital L.P. | 7,098 | $0.79M | 0.1% | +177.9% | 0.002% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 5,081 | $0.57M | 0.1% | -18.3% | 0.001% | |
2/14/2024 | Schroder Investment Management Group | 9,345 | $1.04M | 0.0% | -11.2% | 0.002% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 1,823 | $0.20M | 0.0% | N/A | 0.000% | |
2/14/2024 | Angeles Investment Advisors LLC | 130,200 | $14.53M | 0.9% | -16.5% | 0.028% | |
2/13/2024 | Envestnet Asset Management Inc. | 4,884,792 | $545.29M | 0.2% | +4.0% | 1.063% | |
2/13/2024 | Stephens Inc. AR | 79,426 | $8.87M | 0.2% | -2.7% | 0.017% | |
2/13/2024 | First National Bank of Omaha | 7,294 | $0.81M | 0.1% | -11.6% | 0.002% | |
2/13/2024 | Northern Trust Corp | 137,325 | $15.33M | 0.0% | +6.4% | 0.030% | |
2/13/2024 | Exencial Wealth Advisors LLC | 9,569 | $1.07M | 0.0% | -59.4% | 0.002% | |
2/13/2024 | Joseph Group Capital Management | 13,683 | $1.53M | 0.9% | +11.8% | 0.003% | |
2/13/2024 | Cetera Advisor Networks LLC | 1,032,581 | $115.27M | 0.6% | -10.4% | 0.225% | |
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2/13/2024 | Oppenheimer & Co. Inc. | 6,914 | $0.77M | 0.0% | +3.0% | 0.002% | |
2/13/2024 | Tower Research Capital LLC TRC | 38,861 | $4.34M | 0.1% | +145.2% | 0.008% | |
2/13/2024 | Amussen Hunsaker Associates LLC | 53,601 | $5.98M | 1.2% | +9.8% | 0.012% | |
2/13/2024 | 360 Financial Inc. | 12,940 | $1.45M | 0.6% | +5.4% | 0.003% | |
2/13/2024 | Copperwynd Financial LLC | 5,297 | $0.59M | 0.2% | +2.5% | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 1,553,063 | $173.37M | 9.7% | -0.1% | 0.338% | |
2/13/2024 | Holderness Investments Co. | 7,049 | $0.79M | 0.2% | -9.3% | 0.002% | |
2/13/2024 | Goldman Sachs Group Inc. | 2,174,673 | $242.76M | 0.0% | -23.2% | 0.473% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 4,681 | $0.52M | 0.0% | -9.7% | 0.001% | |
2/13/2024 | CIBC Private Wealth Group LLC | 78,312 | $8.74M | 0.0% | -8.5% | 0.017% | |