11/25/2024 | Wilmington Savings Fund Society FSB | 14,439 | $212K | 0.0% | N/A | 0.010% | |
11/25/2024 | Sanctuary Advisors LLC | 43,643 | $641K | 0.0% | -10.8% | 0.030% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 123,858 | $1.82M | 0.1% | N/A | 0.085% | |
11/15/2024 | MML Investors Services LLC | 266,710 | $3.92M | 0.0% | -12.3% | 0.182% | |
11/15/2024 | Headinvest LLC | 12,291 | $181K | 0.0% | +7.9% | 0.008% | |
11/15/2024 | MCIA Inc | 44,278 | $650K | 0.1% | +36.1% | 0.030% | |
|
11/15/2024 | National Bank of Canada FI | 95,560 | $1.40M | 0.0% | -35.1% | 0.065% | |
11/15/2024 | EP Wealth Advisors LLC | 12,946 | $190K | 0.0% | +62.7% | 0.009% | |
11/15/2024 | Stifel Financial Corp | 70,214 | $1.03M | 0.0% | -6.1% | 0.048% | |
11/15/2024 | IHT Wealth Management LLC | 101,112 | $1.49M | 0.0% | +185.1% | 0.069% | |
11/15/2024 | Integrated Wealth Concepts LLC | 29,301 | $430K | 0.0% | -9.7% | 0.020% | |
11/15/2024 | Investmark Advisory Group LLC | 10,633 | $156K | 0.1% | -31.4% | 0.007% | |
11/15/2024 | HighTower Advisors LLC | 100,966 | $1.49M | 0.0% | -2.6% | 0.069% | |
11/15/2024 | Benjamin Edwards Inc. | 18,632 | $274K | 0.0% | N/A | 0.013% | |
11/15/2024 | Erste Asset Management GmbH | 300,000 | $4.41M | 0.1% | N/A | 0.205% | |
11/14/2024 | Rockefeller Capital Management L.P. | 290,787 | $4.27M | 0.0% | +7.1% | 0.199% | |
11/14/2024 | Fiduciary Trust Co | 168,972 | $2.48M | 0.0% | -16.0% | 0.115% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 3,500 | $51K | 0.0% | N/A | 0.002% | |
11/13/2024 | FMR LLC | 10,319 | $152K | 0.0% | -33.9% | 0.007% | |
11/13/2024 | Bank of Montreal Can | 122,642 | $1.81M | 0.0% | -5.1% | 0.084% | |
11/13/2024 | DRW Securities LLC | 49,106 | $721K | 0.0% | -15.4% | 0.034% | |
11/12/2024 | Cerity Partners LLC | 55,256 | $812K | 0.0% | +160.5% | 0.038% | |
11/12/2024 | Biltmore Family Office LLC | 49,730 | $731K | 0.1% | -11.9% | 0.034% | |
11/12/2024 | Citigroup Inc. | 834,497 | $12.26M | 0.0% | -13.3% | 0.570% | |
11/12/2024 | Activest Wealth Management | 2,404 | $35K | 0.0% | -62.5% | 0.002% | |
11/9/2024 | Axos Invest Inc. | 16,212 | $238K | 0.2% | N/A | 0.011% | |
11/8/2024 | Citizens Financial Group Inc. RI | 17,423 | $256K | 0.0% | -9.0% | 0.012% | |
11/8/2024 | First Horizon Advisors Inc. | 41,306 | $607K | 0.0% | -9.8% | 0.028% | |
11/8/2024 | Howe & Rusling Inc. | 10,597 | $156K | 0.0% | -16.9% | 0.007% | |
11/8/2024 | Commerce Bank | 33,620 | $494K | 0.0% | -41.3% | 0.023% | |
11/8/2024 | PNC Financial Services Group Inc. | 94,203 | $1.38M | 0.0% | +1.5% | 0.064% | |
11/8/2024 | Prospera Financial Services Inc | 32,389 | $476K | 0.0% | +7.3% | 0.022% | |
11/7/2024 | Mendel Capital Management LLC | 10,933 | $161K | 0.1% | -36.7% | 0.007% | |
11/7/2024 | Phillips Financial Management LLC | 1,925 | $28K | 0.0% | N/A | 0.001% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 10,134 | $149K | 0.0% | -11.0% | 0.007% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 17,115 | $251K | 0.0% | -13.7% | 0.012% | |
11/6/2024 | First Business Financial Services Inc. | 10,208 | $150K | 0.0% | N/A | 0.007% | |
11/6/2024 | OneDigital Investment Advisors LLC | 10,835 | $159K | 0.0% | N/A | 0.007% | |
11/6/2024 | Ferguson Wellman Capital Management Inc. | 17,682 | $260K | 0.0% | -5.8% | 0.012% | |
11/6/2024 | Florin Court Capital LLP | 422,100 | $6.20M | 5.0% | N/A | 0.289% | |
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11/6/2024 | Oppenheimer & Co. Inc. | 10,807 | $159K | 0.0% | -8.3% | 0.007% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,976 | $29K | 0.0% | -61.6% | 0.001% | |
11/5/2024 | Harbour Investments Inc. | 39,662 | $583K | 0.0% | -30.8% | 0.027% | |
11/5/2024 | Apollon Wealth Management LLC | 12,590 | $185K | 0.0% | -7.8% | 0.009% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 16,039 | $236K | 0.1% | -4.5% | 0.011% | |
11/4/2024 | Weil Company Inc. | 70,295 | $1.03M | 0.3% | -5.7% | 0.048% | |
11/4/2024 | Stockman Wealth Management Inc. | 14,160 | $208K | 0.0% | -19.7% | 0.010% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 26,267 | $386K | 0.0% | -3.7% | 0.018% | |
11/1/2024 | Carr Financial Group Corp | 18,167 | $267K | 0.1% | -13.7% | 0.012% | |
11/1/2024 | Field & Main Bank | 28,070 | $412K | 0.1% | -28.5% | 0.019% | |
11/1/2024 | Equitable Trust Co. | 12,034 | $177K | 0.0% | -11.1% | 0.008% | |
10/31/2024 | US Financial Advisors LLC | 26,516 | $390K | 0.1% | +31.6% | 0.018% | |
10/31/2024 | JNBA Financial Advisors | 28,579 | $420K | 0.0% | -2.7% | 0.019% | |
10/31/2024 | Concurrent Investment Advisors LLC | 31,659 | $465K | 0.0% | -5.8% | 0.021% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 26,002 | $382K | 0.1% | -7.9% | 0.018% | |
10/30/2024 | Milestone Investment Advisors LLC | 83,939 | $1.23M | 0.3% | +2.6% | 0.057% | |
10/30/2024 | Heritage Investors Management Corp | 21,743 | $320K | 0.0% | +13.9% | 0.015% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 64,971 | $954K | 0.4% | +5.3% | 0.044% | |
10/29/2024 | Pure Financial Advisors LLC | 167,530 | $2.46M | 0.1% | +58.8% | 0.114% | |
10/29/2024 | Sage Financial Group Inc. | 16,004 | $235K | 0.0% | -8.3% | 0.011% | |
10/28/2024 | Focus Financial Network Inc. | 12,164 | $179K | 0.0% | -22.9% | 0.008% | |
10/28/2024 | Penobscot Wealth Management | 134,094 | $1.97M | 1.1% | +5.9% | 0.091% | |
10/28/2024 | US Bancorp DE | 26,062 | $383K | 0.0% | -3.6% | 0.018% | |
10/25/2024 | Pinnacle Associates Ltd. | 17,220 | $268K | 0.0% | +26.4% | 0.012% | |
10/24/2024 | Summit Place Financial Advisors LLC | 28,336 | $416K | 0.2% | -44.4% | 0.019% | |
10/24/2024 | Canoe Financial LP | 660,000 | $9.43M | 0.2% | N/A | 0.438% | |
10/24/2024 | Sterling Investment Advisors Ltd. | 18,202 | $267K | 0.1% | -8.7% | 0.012% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 32,371 | $476K | 0.0% | -17.1% | 0.021% | |
10/24/2024 | Consolidated Portfolio Review Corp | 13,607 | $200K | 0.0% | -9.2% | 0.009% | |
10/24/2024 | PFG Investments LLC | 31,184 | $458K | 0.0% | +11.4% | 0.021% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 5,976 | $88K | 0.0% | -14.6% | 0.004% | |
10/23/2024 | Osborne Partners Capital Management LLC | 19,535 | $287K | 0.0% | -36.2% | 0.013% | |
10/23/2024 | Parcion Private Wealth LLC | 16,661 | $245K | 0.0% | N/A | 0.011% | |
10/23/2024 | Joel Isaacson & Co. LLC | 22,928 | $337K | 0.0% | N/A | 0.015% | |
10/22/2024 | International Assets Investment Management LLC | 238,021 | $3.50M | 0.0% | +1,364.5% | 0.158% | |
10/22/2024 | Private Advisor Group LLC | 66,551 | $978K | 0.0% | -4.0% | 0.044% | |
10/22/2024 | Eastern Bank | 119,399 | $1.75M | 0.0% | N/A | 0.079% | |
10/18/2024 | Ferguson Wellman Capital Management Inc. | 17,560 | $258K | 0.0% | -6.4% | 0.012% | |
10/16/2024 | Trust Co. of Vermont | 45,799 | $673K | 0.0% | -1.7% | 0.030% | |
10/16/2024 | Beech Hill Advisors Inc. | 35,741 | $525K | 0.2% | +5.2% | 0.024% | |
10/15/2024 | Bbjs Financial Advisors LLC | 3,782 | $56K | 0.0% | -21.0% | 0.003% | |
10/11/2024 | Creative Planning | 184,901 | $2.72M | 0.0% | -2.2% | 0.123% | |
10/11/2024 | CX Institutional | 476,278 | $7.00M | 0.3% | +9.4% | 0.316% | |
10/11/2024 | Elmwood Wealth Management Inc. | 209,880 | $3.08M | 1.3% | +2.1% | 0.139% | |
10/10/2024 | Shira Ridge Wealth Management | 13,454 | $198K | 0.1% | -12.9% | 0.009% | |
10/10/2024 | Total Wealth Planning LLC | 1,510,039 | $22.18M | 3.5% | +1.5% | 1.002% | |
10/10/2024 | First Affirmative Financial Network | 112,167 | $1.65M | 0.9% | +1.5% | 0.074% | |
10/9/2024 | TAP Consulting LLC | 113,447 | $1.67M | 0.3% | +1.4% | 0.075% | |
10/9/2024 | Moller Wealth Partners | 88,956 | $1.31M | 0.3% | +13.2% | 0.059% | |
10/9/2024 | Money Design Co. Ltd. | 954,469 | $14.02M | 0.7% | -7.4% | 0.633% | |
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10/8/2024 | CWM LLC | 22,214 | $326K | 0.0% | -93.9% | 0.015% | |
10/8/2024 | Future Financial Wealth Managment LLC | 2,084 | $31K | 0.0% | N/A | 0.001% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 15,911 | $234K | 0.0% | -19.9% | 0.011% | |
10/8/2024 | Affinity Capital Advisors LLC | 71,265 | $1.05M | 0.2% | +13.5% | 0.047% | |
10/3/2024 | Park Avenue Securities LLC | 20,014 | $294K | 0.0% | +14.8% | 0.013% | |
10/3/2024 | SG Americas Securities LLC | 173,410 | $2.55M | 0.0% | -0.8% | 0.113% | |
9/10/2024 | Prio Wealth Limited Partnership | 24,373 | $325K | 0.0% | -11.6% | 0.016% | |
9/5/2024 | Sanctuary Advisors LLC | 48,950 | $648K | 0.0% | N/A | 0.032% | |
8/22/2024 | Cetera Investment Advisers | 327,302 | $4.36M | 0.0% | -4.9% | 0.214% | |
8/21/2024 | Truist Financial Corp | 26,757 | $356K | 0.0% | -6.0% | 0.017% | |