11/18/2024 | Soltis Investment Advisors LLC | 5,483 | $314K | 0.0% | N/A | 0.007% | |
11/18/2024 | TD Private Client Wealth LLC | 2,604 | $149K | 0.0% | N/A | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 103,670 | $5.54M | 0.1% | N/A | 0.123% | |
11/15/2024 | M&T Bank Corp | 11,998 | $687K | 0.0% | -6.0% | 0.014% | |
11/15/2024 | Guardian Wealth Management Inc. | 2,550 | $146K | 0.1% | +98.9% | 0.003% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 3,731 | $213K | 0.0% | N/A | 0.004% | |
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11/15/2024 | MML Investors Services LLC | 608,347 | $34.81M | 0.1% | +2.5% | 0.724% | |
11/15/2024 | First National Bank of Omaha | 10,208 | $584K | 0.0% | +9.7% | 0.012% | |
11/15/2024 | Orion Portfolio Solutions LLC | 15,421 | $882K | 0.0% | +43.5% | 0.018% | |
11/15/2024 | Castleark Management LLC | 33,730 | $1.93M | 0.1% | -75.9% | 0.040% | |
11/15/2024 | EP Wealth Advisors LLC | 2,225 | $127K | 0.0% | N/A | 0.003% | |
11/15/2024 | Insigneo Advisory Services LLC | 11,828 | $677K | 0.1% | -36.5% | 0.014% | |
11/15/2024 | Jane Street Group LLC | 613,172 | $35.09M | 0.0% | -77.4% | 0.730% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 81,072 | $4.64M | 0.0% | +11.7% | 0.097% | |
11/15/2024 | Wellington Management Group LLP | 385,344 | $22.05M | 0.0% | -22.5% | 0.459% | |
11/15/2024 | Stifel Financial Corp | 91,252 | $5.22M | 0.0% | -7.5% | 0.109% | |
11/15/2024 | Quantinno Capital Management LP | 4,906 | $281K | 0.0% | N/A | 0.006% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,265 | $244K | 0.0% | -7.4% | 0.005% | |
11/15/2024 | HighTower Advisors LLC | 280,465 | $16.04M | 0.0% | -4.1% | 0.334% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 56,400 | $3.23M | 0.0% | N/A | 0.067% | |
11/15/2024 | Community Bank N.A. | 44,070 | $2.52M | 0.3% | -4.8% | 0.052% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 41,660 | $2.38M | 0.1% | -1.3% | 0.050% | |
11/14/2024 | Captrust Financial Advisors | 1,033,931 | $59.16M | 0.2% | +0.1% | 1.231% | |
11/14/2024 | Rockefeller Capital Management L.P. | 116,991 | $6.69M | 0.0% | -11.7% | 0.139% | |
11/14/2024 | Fiduciary Trust Co | 73,496 | $4.21M | 0.1% | -0.7% | 0.087% | |
11/13/2024 | Glenmede Trust Co. NA | 1,113,656 | $63.72M | 0.3% | -1.1% | 1.326% | |
11/13/2024 | Freedom Investment Management Inc. | 7,102 | $406K | 0.0% | +16.8% | 0.008% | |
11/13/2024 | Cadence Bank | 398,626 | $22.81M | 1.6% | N/A | 0.475% | |
11/13/2024 | Avestar Capital LLC | 14,478 | $828K | 0.1% | +8.3% | 0.017% | |
11/13/2024 | FMR LLC | 31,919 | $1.83M | 0.0% | +124.9% | 0.038% | |
11/13/2024 | Acorn Wealth Advisors LLC | 5,439 | $311K | 0.1% | -14.2% | 0.006% | |
11/13/2024 | Brown Brothers Harriman & Co. | 1,397 | $80K | 0.0% | N/A | 0.002% | |
11/12/2024 | Canopy Partners LLC | 12,119 | $693K | 0.3% | +45.3% | 0.014% | |
11/12/2024 | Cerity Partners LLC | 791,861 | $45.31M | 0.1% | +4.5% | 0.943% | |
11/12/2024 | Clal Insurance Enterprises Holdings Ltd | 330,173 | $18.89M | 0.2% | N/A | 0.393% | |
11/12/2024 | Financial Council LLC | 50,905 | $2.91M | 1.5% | -1.1% | 0.061% | |
11/12/2024 | Nwam LLC | 10,672 | $611K | 0.0% | N/A | 0.013% | |
11/12/2024 | Meridian Wealth Management LLC | 4,808 | $275K | 0.0% | N/A | 0.006% | |
11/12/2024 | GM Advisory Group LLC | 649,821 | $37.18M | 2.2% | +3.6% | 0.774% | |
11/12/2024 | Banco Santander S.A. | 7,005 | $401K | 0.0% | -10.2% | 0.008% | |
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11/9/2024 | German American Bancorp Inc. | 1,536,863 | $87.94M | 9.3% | +3.3% | 1.830% | |
11/8/2024 | King Luther Capital Management Corp | 59,870 | $3.43M | 0.0% | +1.3% | 0.071% | |
11/8/2024 | Jennison Associates LLC | 125,449 | $7.18M | 0.0% | +28.9% | 0.149% | |
11/8/2024 | First City Capital Management Inc. | 5,150 | $295K | 0.2% | N/A | 0.006% | |
11/8/2024 | BIP Wealth LLC | 34,155 | $1.95M | 0.1% | +10.3% | 0.041% | |
11/7/2024 | Whalen Wealth Management Inc. | 10,523 | $602K | 0.4% | N/A | 0.013% | |
11/7/2024 | Common Fund For Nonprofit Organizations | 11,650 | $667K | 0.1% | N/A | 0.014% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 21,258 | $1.22M | 0.0% | -0.9% | 0.025% | |
11/7/2024 | GLOBALT Investments LLC GA | 152,230 | $8.71M | 0.3% | -3.1% | 0.181% | |
11/7/2024 | AMG National Trust Bank | 753,505 | $43.12M | 1.2% | -0.3% | 0.897% | |
11/7/2024 | TrinityPoint Wealth LLC | 3,783 | $216K | 0.0% | N/A | 0.005% | |
11/7/2024 | Thrivent Financial for Lutherans | 37,649 | $2.15M | 0.0% | -5.5% | 0.045% | |
11/7/2024 | Claro Advisors LLC | 12,280 | $703K | 0.1% | -9.4% | 0.015% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 249,786 | $14.29M | 0.3% | -0.2% | 0.297% | |
11/5/2024 | Haverford Trust Co | 46,053 | $2.64M | 0.0% | -1.7% | 0.055% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 15,082 | $863K | 0.0% | -19.3% | 0.018% | |
11/5/2024 | First National Trust Co | 36,123 | $2.07M | 0.1% | +4.2% | 0.043% | |
11/4/2024 | Loudon Investment Management LLC | 7,942 | $454K | 0.2% | +3.7% | 0.009% | |
11/4/2024 | Mayflower Financial Advisors LLC | 36,058 | $2.06M | 0.3% | -0.6% | 0.043% | |
11/1/2024 | Atria Investments Inc | 32,998 | $1.89M | 0.0% | -7.9% | 0.039% | |
11/1/2024 | Beta Wealth Group Inc. | 62,572 | $3.58M | 1.6% | +2.8% | 0.074% | |
11/1/2024 | Pegasus Partners Ltd. | 10,428 | $597K | 0.1% | +4.3% | 0.012% | |
11/1/2024 | Rovin Capital UT ADV | 28,996 | $1.66M | 0.6% | -2.0% | 0.035% | |
11/1/2024 | Philip James Wealth Mangement LLC | 269,187 | $15.40M | 1.9% | +1.9% | 0.320% | |
11/1/2024 | Presidio Capital Management LLC | 38,591 | $2.21M | 1.4% | -2.7% | 0.046% | |
11/1/2024 | Winthrop Advisory Group LLC | 348,785 | $19.96M | 2.4% | +4,254.4% | 0.415% | |
10/31/2024 | Graypoint LLC | 20,496 | $1.17M | 0.1% | -18.4% | 0.024% | |
10/31/2024 | LGT Financial Advisors LLC | 1,481 | $85K | 0.2% | -13.3% | 0.002% | |
10/31/2024 | Family Asset Management LLC | 12,502 | $715K | 0.4% | -3.1% | 0.015% | |
10/29/2024 | Janney Montgomery Scott LLC | 134,352 | $7.69M | 0.0% | +210.6% | 0.160% | |
10/29/2024 | Sage Financial Group Inc. | 68,207 | $3.90M | 0.3% | +0.3% | 0.081% | |
10/28/2024 | Lowe Brockenbrough & Co. Inc. | 70,195 | $4.02M | 0.3% | N/A | 0.084% | |
10/28/2024 | Focus Financial Network Inc. | 8,696 | $498K | 0.0% | -3.4% | 0.010% | |
10/28/2024 | Reston Wealth Management LLC | 1,211 | $69K | 0.0% | N/A | 0.001% | |
10/28/2024 | US Bancorp DE | 760,102 | $43.49M | 0.1% | +2.0% | 0.905% | |
10/28/2024 | Catalyst Financial Partners LLC | 34,758 | $1.99M | 0.4% | +12.1% | 0.041% | |
10/25/2024 | Financial Advocates Investment Management | 24,200 | $1.39M | 0.1% | +106.0% | 0.029% | |
10/25/2024 | Cornerstone Wealth Group LLC | 367,024 | $21.00M | 1.7% | -3.2% | 0.437% | |
10/25/2024 | JFS Wealth Advisors LLC | 41,214 | $2.36M | 0.2% | -1.1% | 0.049% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 16,720 | $957K | 0.4% | +70.4% | 0.020% | |
10/25/2024 | Eagle Strategies LLC | 6,212 | $355K | 0.1% | -10.3% | 0.007% | |
10/25/2024 | Diversify Advisory Services LLC | 39,950 | $2.22M | 0.1% | -14.7% | 0.048% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 106,445 | $6.09M | 0.0% | +4.5% | 0.127% | |
10/24/2024 | Arkadios Wealth Advisors | 46,359 | $2.65M | 0.2% | +6.0% | 0.055% | |
10/24/2024 | Sageworth Trust Co | 1,510,699 | $86.44M | 5.2% | -0.8% | 1.798% | |
10/23/2024 | Osborne Partners Capital Management LLC | 319,250 | $18.27M | 1.0% | -0.5% | 0.380% | |
10/23/2024 | Smith & Howard Wealth Management LLC | 95,232 | $5.45M | 1.5% | -1.0% | 0.113% | |
10/23/2024 | Country Club Bank | 19,133 | $1.10M | 0.1% | +17.3% | 0.023% | |
10/22/2024 | International Assets Investment Management LLC | 24,891 | $1.42M | 0.0% | +6,911.5% | 0.030% | |
10/22/2024 | Private Advisor Group LLC | 19,047 | $1.09M | 0.0% | +66.2% | 0.023% | |
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10/22/2024 | Waldron Private Wealth LLC | 5,798 | $332K | 0.0% | +7.9% | 0.007% | |
10/22/2024 | Leo Wealth LLC | 18,193 | $1.04M | 0.1% | -12.3% | 0.022% | |
10/22/2024 | Sierra Capital LLC | 56,197 | $3.22M | 0.4% | -0.7% | 0.067% | |
10/22/2024 | Sequoia Financial Advisors LLC | 224,448 | $12.84M | 0.1% | -2.0% | 0.267% | |
10/21/2024 | Maple Capital Management Inc. | 11,776 | $674K | 0.1% | +2.4% | 0.014% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 63,422 | $3.63M | 0.1% | -15.4% | 0.076% | |
10/21/2024 | Whittier Trust Co. | 157,036 | $8.99M | 0.1% | -3.0% | 0.187% | |
10/21/2024 | Cassia Capital Partners LLC | 145,110 | $8.30M | 5.5% | -2.0% | 0.173% | |
10/18/2024 | Raymond James & Associates | 176,179 | $10.08M | 0.0% | +3.0% | 0.210% | |
10/18/2024 | First Citizens Bank & Trust Co. | 37,274 | $2.13M | 0.0% | -7.1% | 0.044% | |