1/3/2025 | Central Pacific Bank Trust Division | 40,870 | $2.08M | 0.3% | -40.1% | 0.028% | |
1/3/2025 | Integrated Capital Management LLC | 6,514 | $331K | 0.2% | -3.8% | 0.005% | |
1/3/2025 | Waller Financial Planning Group Inc. | 40,308 | $2.05M | 0.5% | -2.6% | 0.028% | |
12/26/2024 | JPMorgan Chase & Co. | 695,321 | $35.49M | 0.0% | +15.2% | 0.484% | |
12/19/2024 | Independent Solutions Wealth Management LLC | 14,562 | $743K | 0.2% | N/A | 0.010% | |
12/19/2024 | Principal Financial Group Inc. | 20,300 | $1.04M | 0.0% | -51.8% | 0.014% | |
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12/13/2024 | B. Riley Wealth Advisors Inc. | 31,556 | $1.61M | 0.0% | -2.2% | 0.022% | |
12/6/2024 | Logan Capital Management Inc. | 482 | $25K | 0.0% | N/A | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 36,362 | $1.86M | 0.2% | N/A | 0.025% | |
11/27/2024 | Franklin Resources Inc. | 4,723,569 | $240.43M | 0.1% | +31.0% | 3.289% | |
11/26/2024 | Peapack Gladstone Financial Corp | 141,560 | $7.23M | 0.1% | -5.4% | 0.099% | |
11/25/2024 | Synovus Financial Corp | 22,125 | $1.13M | 0.0% | -2.6% | 0.015% | |
11/25/2024 | Destination Wealth Management | 474,747 | $24.23M | 0.8% | +2.3% | 0.331% | |
11/25/2024 | World Investment Advisors LLC | 11,320 | $578K | 0.0% | N/A | 0.008% | |
11/25/2024 | Sanctuary Advisors LLC | 103,726 | $5.29M | 0.0% | +14.2% | 0.072% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 14,350 | $732K | 0.0% | +1.5% | 0.010% | |
11/19/2024 | Hohimer Wealth Management LLC | 8,255 | $421K | 0.1% | -3.5% | 0.006% | |
11/18/2024 | Rehmann Capital Advisory Group | 3,971 | $203K | 0.0% | -25.1% | 0.003% | |
11/18/2024 | Arete Wealth Advisors LLC | 51,068 | $2.61M | 0.2% | +18.1% | 0.036% | |
11/18/2024 | Continental Investors Services Inc. | 7,884 | $401K | 0.8% | +2.6% | 0.005% | |
11/15/2024 | M&T Bank Corp | 11,100 | $567K | 0.0% | -34.5% | 0.008% | |
11/15/2024 | Continuum Advisory LLC | 2,190 | $112K | 0.0% | -9.3% | 0.002% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 436,382 | $22.30M | 2.1% | -3.2% | 0.304% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 77,630 | $3.96M | 1.3% | +3.5% | 0.054% | |
11/15/2024 | MML Investors Services LLC | 659,035 | $33.64M | 0.1% | -5.5% | 0.459% | |
11/15/2024 | Mosaic Financial Group LLC | 14,432 | $737K | 0.5% | -17.0% | 0.010% | |
11/15/2024 | Orion Portfolio Solutions LLC | 42,455 | $2.17M | 0.0% | +8.9% | 0.030% | |
11/15/2024 | Glen Eagle Advisors LLC | 1,490 | $76K | 0.0% | -20.7% | 0.001% | |
11/15/2024 | EP Wealth Advisors LLC | 8,608 | $439K | 0.0% | -3.3% | 0.006% | |
11/15/2024 | Jane Street Group LLC | 170,862 | $8.72M | 0.0% | +512.0% | 0.119% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 582,933 | $29.75M | 0.2% | +2.3% | 0.406% | |
11/15/2024 | WESCAP Management Group Inc. | 168,469 | $8.60M | 2.2% | -2.4% | 0.117% | |
11/15/2024 | Weaver Consulting Group | 102,336 | $5.22M | 1.7% | +4.3% | 0.071% | |
11/15/2024 | Stifel Financial Corp | 424,002 | $21.64M | 0.0% | -6.3% | 0.295% | |
11/15/2024 | IHT Wealth Management LLC | 6,669 | $340K | 0.0% | +16.6% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 229,208 | $11.70M | 0.1% | +510.0% | 0.160% | |
11/15/2024 | HighTower Advisors LLC | 323,873 | $16.52M | 0.0% | +19.1% | 0.226% | |
11/15/2024 | Hilltop Holdings Inc. | 85,394 | $4.36M | 0.3% | +16.1% | 0.059% | |
11/15/2024 | Ascent Group LLC | 5,777 | $295K | 0.0% | -3.7% | 0.004% | |
11/14/2024 | Semmax Financial Advisors Inc. | 250,758 | $12.77M | 3.5% | -2.0% | 0.175% | |
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11/14/2024 | Encompass More Asset Management | 55,113 | $2.81M | 1.1% | N/A | 0.038% | |
11/14/2024 | Edgestream Partners L.P. | 20,895 | $1.07M | 0.0% | +17.9% | 0.015% | |
11/14/2024 | TRUE Private Wealth Advisors | 846,570 | $43.21M | 5.2% | -25.8% | 0.590% | |
11/14/2024 | Captrust Financial Advisors | 386,649 | $19.74M | 0.1% | -11.6% | 0.269% | |
11/14/2024 | Rockefeller Capital Management L.P. | 148,343 | $7.57M | 0.0% | -19.1% | 0.103% | |
11/14/2024 | CreativeOne Wealth LLC | 188,627 | $9.63M | 0.3% | +26.2% | 0.131% | |
11/13/2024 | Cadence Bank | 83,864 | $4.28M | 0.3% | +8.6% | 0.058% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 45,379 | $2.32M | 0.2% | +140.4% | 0.032% | |
11/13/2024 | BNP Paribas Financial Markets | 226,764 | $11.57M | 0.0% | +356.6% | 0.158% | |
11/13/2024 | FMR LLC | 2,697 | $138K | 0.0% | -24.6% | 0.002% | |
11/13/2024 | D.A. Davidson & CO. | 46,482 | $2.37M | 0.0% | +4.5% | 0.032% | |
11/13/2024 | Bank of Montreal Can | 56,848 | $2.90M | 0.0% | +25.2% | 0.040% | |
11/13/2024 | Private Trust Co. NA | 10,358 | $529K | 0.1% | +133.1% | 0.007% | |
11/13/2024 | Alliance Wealth Management Group | 240,330 | $12.27M | 3.2% | -1.4% | 0.167% | |
11/12/2024 | Centaurus Financial Inc. | 19,455 | $993K | 0.1% | +25.0% | 0.014% | |
11/12/2024 | MGB Wealth Management LLC | 19,836 | $1.01M | 0.4% | +43.1% | 0.014% | |
11/12/2024 | Towercrest Capital Management | 633,385 | $32.33M | 5.1% | -3.3% | 0.441% | |
11/12/2024 | Kingsview Wealth Management LLC | 30,290 | $1.55M | 0.0% | -10.8% | 0.021% | |
11/12/2024 | Alesco Advisors LLC | 14,695 | $750K | 0.0% | -2.2% | 0.010% | |
11/12/2024 | Certified Advisory Corp | 9,919 | $506K | 0.1% | -6.2% | 0.007% | |
11/12/2024 | Flagstar Advisors Inc. | 22,307 | $1.14M | 0.3% | +1.4% | 0.016% | |
11/12/2024 | Citigroup Inc. | 164,321 | $8.39M | 0.0% | +0.2% | 0.114% | |
11/12/2024 | Darden Wealth Group Inc | 73,132 | $3.73M | 2.7% | +5.5% | 0.051% | |
11/12/2024 | Banco Santander S.A. | 108,425 | $5.53M | 0.1% | -3.0% | 0.076% | |
11/12/2024 | Smithfield Trust Co | 10,255 | $523K | 0.0% | -6.3% | 0.007% | |
11/9/2024 | LPL Financial LLC | 3,406,304 | $173.86M | 0.1% | -2.6% | 2.372% | |
11/9/2024 | Trustmark National Bank Trust Department | 664,437 | $33.91M | 2.6% | +1.6% | 0.463% | |
11/9/2024 | SSI Investment Management LLC | 90,939 | $4.64M | 0.3% | -47.0% | 0.063% | |
11/8/2024 | EverSource Wealth Advisors LLC | 75,611 | $3.86M | 0.2% | +6.7% | 0.053% | |
11/8/2024 | Darwin Wealth Management LLC | 535 | $27K | 0.0% | N/A | 0.000% | |
11/8/2024 | First Horizon Advisors Inc. | 7,455 | $381K | 0.0% | +28.6% | 0.005% | |
11/8/2024 | Advisors Asset Management Inc. | 2,132 | $109K | 0.0% | -47.7% | 0.001% | |
11/8/2024 | Northwest Bancshares Inc. | 8,164 | $417K | 0.1% | -2.6% | 0.006% | |
11/8/2024 | Thompson Davis & CO. Inc. | 13,512 | $690K | 0.5% | +46.9% | 0.009% | |
11/8/2024 | Kraft Davis & Associates LLC | 6,021 | $307K | 0.1% | -26.0% | 0.004% | |
11/8/2024 | Avior Wealth Management LLC | 168,817 | $8.62M | 0.3% | -1.4% | 0.118% | |
11/8/2024 | PNC Financial Services Group Inc. | 2,207,193 | $112.66M | 0.1% | -5.8% | 1.537% | |
11/8/2024 | Banque Cantonale Vaudoise | 720 | $37K | 0.0% | -79.3% | 0.001% | |
11/8/2024 | Wrapmanager Inc. | 45,794 | $2.34M | 0.6% | +22.1% | 0.032% | |
11/8/2024 | Prospera Financial Services Inc | 15,579 | $795K | 0.0% | +233.3% | 0.011% | |
11/7/2024 | Knuff & Co LLC | 7,000 | $357K | 0.1% | -54.8% | 0.005% | |
11/7/2024 | OneAscent Wealth Management LLC | 12,600 | $643K | 0.2% | N/A | 0.009% | |
11/7/2024 | ETF Store Inc. | 38,333 | $1.96M | 2.0% | -6.3% | 0.027% | |
11/7/2024 | Thrivent Financial for Lutherans | 110,541 | $5.64M | 0.0% | -13.5% | 0.077% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 136,101 | $6.95M | 3.4% | +12.3% | 0.095% | |
11/6/2024 | LJI Wealth Management LLC | 340,632 | $17.39M | 3.6% | +3.6% | 0.237% | |
11/6/2024 | Coastline Trust Co | 6,905 | $352K | 0.0% | N/A | 0.005% | |
11/6/2024 | Archer Investment Corp | 2,064 | $105K | 0.0% | -71.3% | 0.001% | |
11/6/2024 | Vectors Research Management LLC | 40,716 | $2.08M | 0.6% | -4.0% | 0.028% | |
11/6/2024 | OneDigital Investment Advisors LLC | 317,958 | $16.23M | 0.2% | +17.5% | 0.221% | |
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11/6/2024 | Diversified Portfolios Inc. | 654,493 | $33.41M | 3.8% | +5.9% | 0.456% | |
11/6/2024 | Lifeworks Advisors LLC | 4,453 | $227K | 0.0% | +13.5% | 0.003% | |
11/6/2024 | Black Swift Group LLC | 4,825 | $246K | 0.1% | N/A | 0.003% | |
11/6/2024 | Oppenheimer & Co. Inc. | 136,647 | $6.97M | 0.1% | +4.3% | 0.095% | |
11/6/2024 | Pinnacle Financial Partners Inc | 19,417 | $991K | 0.0% | -17.7% | 0.014% | |
11/6/2024 | Hartline Investment Corp | 398,935 | $20.36M | 2.5% | +284.6% | 0.278% | |
11/5/2024 | Haverford Trust Co | 1,167,867 | $59.61M | 0.6% | +1.4% | 0.813% | |
11/5/2024 | First Heartland Consultants Inc. | 8,514 | $435K | 0.0% | +10.5% | 0.006% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 25,905 | $1.32M | 0.0% | -11.3% | 0.018% | |
11/5/2024 | Harbour Investments Inc. | 20,349 | $1.04M | 0.0% | +8.3% | 0.014% | |