11/20/2024 | SOA Wealth Advisors LLC. | 7,861 | $614K | 0.1% | -5.0% | 0.001% | |
11/20/2024 | Westside Investment Management Inc. | 115,234 | $8.98M | 1.9% | +2.9% | 0.007% | |
11/19/2024 | Invst LLC | 40,722 | $3.18M | 0.4% | +5.5% | 0.003% | |
11/19/2024 | M&T Bank Corp | 14,042,709 | $1.10B | 3.6% | -7.6% | 0.894% | |
11/18/2024 | Soltis Investment Advisors LLC | 54,414 | $4.25M | 0.4% | +0.5% | 0.003% | |
11/18/2024 | Rehmann Capital Advisory Group | 884,913 | $69.06M | 4.5% | +2.6% | 0.056% | |
|
11/18/2024 | TD Private Client Wealth LLC | 1,877,590 | $146.55M | 4.2% | +15.7% | 0.120% | |
11/18/2024 | Arete Wealth Advisors LLC | 25,262 | $1.97M | 0.2% | -65.1% | 0.002% | |
11/18/2024 | Sunbelt Securities Inc. | 63,819 | $4.98M | 0.5% | +10.6% | 0.004% | |
11/18/2024 | Continental Investors Services Inc. | 8,227 | $637K | 1.3% | +11.6% | 0.001% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 3,080 | $240K | 0.2% | N/A | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 413,853 | $32.30M | 0.7% | -2.1% | 0.026% | |
11/18/2024 | JDM Financial Group LLC | 22,936 | $1.79M | 1.0% | -18.3% | 0.001% | |
11/15/2024 | MidWestOne Financial Group Inc. | 218,380 | $17.05M | 2.4% | +128.2% | 0.014% | |
11/15/2024 | Brophy Wealth Management LLC | 7,213 | $563K | 0.2% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 14,042,709 | $1.10B | 3.0% | -7.6% | 0.894% | |
11/15/2024 | Continuum Advisory LLC | 98,573 | $7.11M | 0.9% | +9.2% | 0.006% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 11,603 | $906K | 0.2% | +8.1% | 0.001% | |
11/15/2024 | EWA LLC | 72,545 | $5.23M | 1.9% | +224.5% | 0.005% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 591,078 | $42.94M | 4.1% | -1.4% | 0.038% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 8,542 | $667K | 0.2% | +2.0% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 3,243,209 | $253.13M | 0.9% | +9.6% | 0.207% | |
11/15/2024 | Urban Financial Advisory Corp | 73,389 | $5.73M | 3.2% | -0.4% | 0.005% | |
11/15/2024 | Headinvest LLC | 7,755 | $605K | 0.1% | -11.5% | 0.000% | |
11/15/2024 | Northeast Financial Consultants Inc | 18,309 | $1.43M | 0.1% | -1.8% | 0.001% | |
11/15/2024 | Mosaic Financial Group LLC | 3,616 | $282K | 0.2% | -16.2% | 0.000% | |
11/15/2024 | Main Management LLC | 197,357 | $15.40M | 1.3% | -0.5% | 0.013% | |
11/15/2024 | Dunhill Financial LLC | 1,125 | $88K | 0.0% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 475,110 | $37.08M | 0.8% | -2.6% | 0.030% | |
11/15/2024 | Zacks Investment Management | 228,874 | $17.86M | 0.2% | +19.7% | 0.015% | |
11/15/2024 | iA Global Asset Management Inc. | 523,992 | $40.90M | 0.7% | +17.3% | 0.033% | |
11/15/2024 | EP Wealth Advisors LLC | 70,718 | $5.52M | 0.0% | +14.4% | 0.005% | |
11/15/2024 | Insigneo Advisory Services LLC | 4,555 | $356K | 0.0% | +6.5% | 0.000% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 835,536 | $61.97M | 0.4% | +1,530.0% | 0.053% | |
11/15/2024 | Wellington Management Group LLP | 2,247,956 | $175.45M | 0.0% | +26.6% | 0.143% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 780,589 | $60.93M | 6.0% | +0.8% | 0.050% | |
11/15/2024 | Stifel Financial Corp | 9,656,141 | $753.66M | 0.8% | +2.7% | 0.615% | |
11/15/2024 | Swmg LLC | 67,658 | $4.87M | 2.0% | -6.5% | 0.004% | |
11/15/2024 | SageView Advisory Group LLC | 146,523 | $11.44M | 0.6% | -37.5% | 0.009% | |
11/15/2024 | Quantinno Capital Management LP | 47,537 | $3.71M | 0.0% | -22.3% | 0.003% | |
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11/15/2024 | RPTC Inc. | 330,476 | $25.79M | 5.6% | -3.9% | 0.021% | |
11/15/2024 | Resurgent Financial Advisors LLC | 12,329 | $962K | 0.6% | -7.8% | 0.001% | |
11/15/2024 | Retirement Investment Advisors Inc. | 1,709,298 | $133.41M | 14.6% | +6.2% | 0.109% | |
11/15/2024 | IHT Wealth Management LLC | 107,396 | $8.36M | 0.2% | +41.1% | 0.007% | |
11/15/2024 | Integrated Wealth Concepts LLC | 697,762 | $54.46M | 0.7% | +3.3% | 0.044% | |
11/15/2024 | HighTower Advisors LLC | 4,898,491 | $382.31M | 0.5% | -2.5% | 0.312% | |
11/15/2024 | Hilltop Holdings Inc. | 62,896 | $4.91M | 0.3% | -27.6% | 0.004% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 4,740 | $370K | 0.0% | N/A | 0.000% | |
11/15/2024 | Community Bank N.A. | 381,161 | $29.75M | 3.8% | -8.7% | 0.024% | |
11/15/2024 | Ascent Group LLC | 37,478 | $2.93M | 0.2% | -2.6% | 0.002% | |
11/15/2024 | Benjamin Edwards Inc. | 4,161 | $325K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kestra Investment Management LLC | 13,063 | $1.02M | 0.0% | N/A | 0.001% | |
11/15/2024 | FSA Wealth Management LLC | 484 | $38K | 0.0% | N/A | 0.000% | |
11/15/2024 | Lavaca Capital LLC | 10,078 | $787K | 0.3% | N/A | 0.001% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 9,280 | $724K | 0.0% | -1.9% | 0.001% | |
11/14/2024 | Widmann Financial Services Inc. | 105,388 | $8.23M | 6.2% | +2.0% | 0.007% | |
11/14/2024 | NCM Capital Management LLC | 15,680 | $1.22M | 0.6% | -2.2% | 0.001% | |
11/14/2024 | Acropolis Investment Management LLC | 387,877 | $30.27M | 1.8% | -0.3% | 0.025% | |
11/14/2024 | TRUE Private Wealth Advisors | 61,331 | $4.79M | 0.6% | -16.0% | 0.004% | |
11/14/2024 | Captrust Financial Advisors | 1,335,771 | $104.26M | 0.3% | +4.7% | 0.085% | |
11/14/2024 | Atlantic Union Bankshares Corp | 8,775 | $685K | 0.0% | +3.2% | 0.001% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,637,796 | $127.80M | 0.3% | +2.6% | 0.104% | |
11/14/2024 | Hantz Financial Services Inc. | 1,091,048 | $85.16M | 1.5% | +6.2% | 0.069% | |
11/14/2024 | Northwest & Ethical Investments L.P. | 333,072 | $26.00M | 0.7% | +7.5% | 0.021% | |
11/14/2024 | Financial Counselors Inc. | 456,501 | $35.63M | 0.5% | +6.5% | 0.029% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,094,000 | $163.44M | 0.0% | -15.4% | 0.133% | |
11/14/2024 | Noesis Capital Mangement Corp | 11,710 | $914K | 0.2% | +13.1% | 0.001% | |
11/14/2024 | Fiduciary Trust Co | 4,208,746 | $328.49M | 4.6% | +4.3% | 0.268% | |
11/14/2024 | Chan Zuckerberg Initiative LLC | 1,108,592 | $86.53M | 21.1% | N/A | 0.071% | |
11/14/2024 | Providence Capital Advisors LLC | 96,231 | $7.51M | 1.5% | +4.3% | 0.006% | |
11/14/2024 | CreativeOne Wealth LLC | 13,467 | $1.05M | 0.0% | +71.3% | 0.001% | |
11/13/2024 | Glenmede Trust Co. NA | 137,124 | $10.70M | 0.1% | +4.2% | 0.009% | |
11/13/2024 | Freedom Investment Management Inc. | 245,953 | $19.20M | 1.5% | +8.5% | 0.016% | |
11/13/2024 | Cynosure Group LLC | 44,163 | $3.45M | 0.5% | +14.5% | 0.003% | |
11/13/2024 | Townsquare Capital LLC | 73,998 | $5.78M | 0.1% | +6.8% | 0.005% | |
11/13/2024 | Cadence Bank | 8,221 | $642K | 0.0% | N/A | 0.001% | |
11/13/2024 | CKW Financial Group | 2,096,299 | $162.30M | 19.6% | +0.8% | 0.134% | |
11/13/2024 | D.A. Davidson & CO. | 45,397 | $3.54M | 0.0% | +16.9% | 0.003% | |
11/13/2024 | FMR LLC | 19,246,834 | $1.50B | 0.1% | +0.4% | 1.226% | |
11/13/2024 | Patton Albertson Miller Group LLC | 44,340 | $3.46M | 0.5% | -0.6% | 0.003% | |
11/13/2024 | The Manufacturers Life Insurance Company | 2,061,720 | $160.92M | 0.1% | +5.5% | 0.131% | |
11/13/2024 | Bank of Montreal Can | 10,342,210 | $809.28M | 0.4% | -4.8% | 0.659% | |
11/13/2024 | Associated Banc Corp | 194,976 | $15.22M | 0.4% | +8.7% | 0.012% | |
11/13/2024 | Private Trust Co. NA | 87,567 | $6.84M | 0.7% | +2.3% | 0.006% | |
11/13/2024 | Diversified LLC | 17,793 | $1.39M | 0.2% | +5.6% | 0.001% | |
11/13/2024 | Hancock Whitney Corp | 402,392 | $31.41M | 1.0% | +0.5% | 0.026% | |
11/13/2024 | Brown Brothers Harriman & Co. | 2,439,283 | $190.39M | 1.3% | +17.6% | 0.155% | |
11/13/2024 | Alliance Wealth Management Group | 97,739 | $7.63M | 2.0% | +10.8% | 0.006% | |
11/13/2024 | Independent Advisor Alliance | 29,710 | $2.32M | 0.1% | -2.5% | 0.002% | |
11/13/2024 | Concentric Wealth Management LLC | 169,214 | $13.21M | 3.2% | +2.7% | 0.011% | |
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11/13/2024 | Davis R M Inc. | 5,879 | $459K | 0.0% | -21.2% | 0.000% | |
11/13/2024 | Bank of Hawaii | 534,002 | $41.68M | 1.7% | +0.3% | 0.034% | |
11/13/2024 | Fisher Asset Management LLC | 180,219 | $14.07M | 0.0% | -17.8% | 0.011% | |
11/13/2024 | Gentry Private Wealth LLC | 5,570 | $435K | 0.4% | +8.7% | 0.000% | |
11/12/2024 | Summit Trail Advisors LLC | 52,627 | $4.11M | 0.1% | +3.4% | 0.003% | |
11/12/2024 | Capital Investment Counsel LLC | 40,953 | $3.20M | 0.6% | +16.9% | 0.003% | |
11/12/2024 | Cahill Financial Advisors Inc. | 20,146 | $1.57M | 0.2% | -4.8% | 0.001% | |
11/12/2024 | Centaurus Financial Inc. | 10,564 | $824K | 0.1% | -1.6% | 0.001% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 75,928 | $5.93M | 1.5% | -1.5% | 0.005% | |
11/12/2024 | Crewe Advisors LLC | 193,109 | $15.07M | 1.7% | +3.7% | 0.012% | |