1/22/2025 | Klaas Financial Asset Advisors LLC | 1,513,256 | $77.95M | 13.7% | +0.6% | 0.529% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 29,889 | $1.54M | 0.1% | +235.7% | 0.010% | |
1/21/2025 | ETF Portfolio Partners Inc. | 27,458 | $1.41M | 0.4% | -61.9% | 0.010% | |
1/21/2025 | Asio Capital LLC | 115,702 | $5.96M | 1.1% | -47.4% | 0.040% | |
1/21/2025 | Montecito Bank & Trust | 36,877 | $1.90M | 0.3% | -0.8% | 0.013% | |
1/17/2025 | Arkansas Financial Group Inc. | 373,813 | $19.26M | 3.1% | -6.5% | 0.130% | |
1/17/2025 | Avior Wealth Management LLC | 8,320 | $429K | 0.0% | -57.0% | 0.003% | |
1/17/2025 | Janney Montgomery Scott LLC | 660,447 | $34.02M | 0.1% | +12.6% | 0.231% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 123,688 | $6.37M | 0.1% | +1.8% | 0.043% | |
1/17/2025 | Park Place Capital Corp | 37,298 | $1.92M | 0.5% | -26.6% | 0.013% | |
|
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,160 | $60K | 0.0% | +205.3% | 0.000% | |
1/15/2025 | Sanibel Captiva Trust Company Inc. | 6,200 | $319K | 0.0% | N/A | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 8,545 | $440K | 0.0% | -10.2% | 0.003% | |
1/13/2025 | AdvisorNet Financial Inc | 11,934 | $615K | 0.1% | -32.8% | 0.004% | |
1/13/2025 | City State Bank | 82,015 | $4.23M | 1.5% | +3.4% | 0.029% | |
1/13/2025 | Fiduciary Alliance LLC | 4,643 | $239K | 0.0% | -19.5% | 0.002% | |
1/10/2025 | Graypoint LLC | 462,849 | $23.84M | 1.4% | -4.7% | 0.162% | |
1/10/2025 | Tilia Fiduciary Partners Inc. | 16,682 | $859K | 0.6% | +5.9% | 0.006% | |
1/10/2025 | Highline Wealth Partners LLC | 152,907 | $7.88M | 2.6% | +70.6% | 0.054% | |
1/3/2025 | General Partner Inc. | 1,660 | $86K | 0.1% | N/A | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 2,447,483 | $131.48M | 0.0% | +133.5% | 0.886% | |
11/18/2024 | TD Private Client Wealth LLC | 808,098 | $43.41M | 1.2% | +12.8% | 0.292% | |
11/18/2024 | Mittelman Wealth Management | 195,971 | $10.53M | 6.0% | +4.1% | 0.071% | |
11/15/2024 | Greenwood Gearhart Inc. | 1,101,013 | $59.15M | 4.9% | +6.2% | 0.398% | |
11/15/2024 | IHT Wealth Management LLC | 39,057 | $2.10M | 0.1% | +758.2% | 0.014% | |
11/15/2024 | Integrated Wealth Concepts LLC | 9,461 | $508K | 0.0% | -3.5% | 0.003% | |
11/14/2024 | Captrust Financial Advisors | 97,437 | $5.23M | 0.0% | +500.4% | 0.035% | |
11/14/2024 | BNP Paribas | 23,504 | $1.26M | 0.1% | N/A | 0.009% | |
11/13/2024 | BNP Paribas Financial Markets | 331,800 | $17.82M | 0.0% | +18,741.6% | 0.120% | |
11/13/2024 | Private Trust Co. NA | 7,322 | $393K | 0.0% | +185.2% | 0.003% | |
11/13/2024 | Concentric Wealth Management LLC | 153,052 | $8.22M | 2.0% | +4.0% | 0.055% | |
11/13/2024 | Davis R M Inc. | 61,291 | $3.29M | 0.1% | -4.4% | 0.022% | |
11/13/2024 | Fisher Asset Management LLC | 94,613 | $5.08M | 0.0% | -7.5% | 0.034% | |
11/12/2024 | Eagle Asset Management Inc. | 9,178 | $481K | 0.0% | -27.4% | 0.003% | |
11/8/2024 | First Horizon Advisors Inc. | 12,397 | $666K | 0.0% | -8.0% | 0.004% | |
11/8/2024 | Avior Wealth Management LLC | 19,363 | $1.04M | 0.0% | -6.9% | 0.007% | |
11/5/2024 | Haverford Trust Co | 1,134,321 | $60.94M | 0.6% | +3.4% | 0.410% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 214,377 | $11.52M | 0.2% | -2.8% | 0.078% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 334,508 | $17.97M | 0.0% | -39.1% | 0.121% | |
11/5/2024 | FDx Advisors Inc. | 74,880 | $4.02M | 1.1% | -1.2% | 0.027% | |
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11/5/2024 | Nations Financial Group Inc. IA ADV | 7,061 | $379K | 0.0% | +21.8% | 0.003% | |
11/4/2024 | Meritage Portfolio Management | 70,513 | $3.79M | 0.2% | -5.9% | 0.026% | |
11/1/2024 | Leavell Investment Management Inc. | 4,975 | $267K | 0.0% | N/A | 0.002% | |
10/31/2024 | Montecito Bank & Trust | 37,167 | $2.00M | 0.3% | N/A | 0.013% | |
10/31/2024 | Graypoint LLC | 485,651 | $26.09M | 1.7% | +17.8% | 0.176% | |
10/30/2024 | Crestwood Advisors Group LLC | 5,821 | $313K | 0.0% | -10.2% | 0.002% | |
10/29/2024 | Centennial Bank AR | 1,233 | $66K | 0.0% | N/A | 0.000% | |
10/29/2024 | Janney Montgomery Scott LLC | 586,741 | $31.52M | 0.1% | +35.2% | 0.213% | |
10/29/2024 | Farther Finance Advisors LLC | 19,707 | $1.06M | 0.0% | -21.7% | 0.007% | |
10/25/2024 | S.A. Mason LLC | 1,710 | $92K | 0.0% | N/A | 0.001% | |
10/25/2024 | WestEnd Advisors LLC | 464 | $25K | 0.0% | N/A | 0.000% | |
10/25/2024 | Highline Wealth Partners LLC | 89,629 | $4.82M | 1.6% | N/A | 0.033% | |
10/24/2024 | Leuthold Group LLC | 394,901 | $21.21M | 2.3% | +1.3% | 0.143% | |
10/24/2024 | Arkadios Wealth Advisors | 9,511 | $511K | 0.0% | +12.0% | 0.003% | |
10/23/2024 | Klaas Financial Asset Advisors LLC | 1,504,130 | $80.80M | 14.0% | +0.2% | 0.546% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 493,062 | $26.49M | 7.3% | +0.0% | 0.179% | |
10/22/2024 | Rebalance LLC | 170,103 | $9.14M | 0.7% | +0.6% | 0.062% | |
10/21/2024 | Vicus Capital | 12,705 | $683K | 0.1% | +3.1% | 0.005% | |
10/21/2024 | Whittier Trust Co. | 33,515 | $1.80M | 0.0% | -4.8% | 0.012% | |
10/19/2024 | DMC Group LLC | 59,733 | $3.21M | 2.6% | +7.1% | 0.022% | |
10/15/2024 | NBC Securities Inc. | 2,183 | $117K | 0.0% | -13.5% | 0.001% | |
10/10/2024 | City State Bank | 79,355 | $4.26M | 1.6% | +32.5% | 0.029% | |
10/10/2024 | Burns Matteson Capital Management LLC | 15,350 | $825K | 0.4% | N/A | 0.006% | |
10/10/2024 | Asio Capital LLC | 219,767 | $11.81M | 2.2% | +2.6% | 0.081% | |
10/9/2024 | Hexagon Capital Partners LLC | 19,824 | $1.07M | 0.2% | -1.5% | 0.007% | |
10/8/2024 | Tilia Fiduciary Partners Inc. | 15,753 | $846K | 0.6% | +13.2% | 0.006% | |
10/8/2024 | ETF Portfolio Partners Inc. | 72,138 | $3.88M | 1.1% | -8.3% | 0.027% | |
10/5/2024 | Arkansas Financial Group Inc. | 399,695 | $21.47M | 3.3% | +1.4% | 0.147% | |
8/28/2024 | RiverFront Investment Group LLC | 17,107 | $877K | 0.0% | N/A | 0.006% | |
8/27/2024 | Clearbridge Investments LLC | 7,052 | $361K | 0.0% | -3.9% | 0.003% | |
8/16/2024 | Sunbelt Securities Inc. | 3,000 | $154K | 0.0% | N/A | 0.001% | |
8/15/2024 | Toronto Dominion Bank | 300,000 | $15.38M | 0.0% | N/A | 0.114% | |
8/14/2024 | EverSource Wealth Advisors LLC | 5,199 | $272K | 0.0% | +56.0% | 0.002% | |
8/12/2024 | Leuthold Group LLC | 389,904 | $19.99M | 2.3% | -0.4% | 0.148% | |
8/12/2024 | Mittelman Wealth Management | 188,175 | $9.65M | 6.3% | +5.3% | 0.071% | |
8/9/2024 | One Capital Management LLC | 3,956,402 | $202.81M | 6.9% | +18.6% | 1.499% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 220,648 | $11.31M | 0.2% | -44.9% | 0.084% | |
8/8/2024 | Greenwood Gearhart Inc. | 1,037,024 | $53.16M | 5.0% | +2.8% | 0.393% | |
8/7/2024 | Vantage Financial Partners LLC | 16,162 | $828K | 0.2% | -26.6% | 0.006% | |
8/2/2024 | FDx Advisors Inc. | 75,758 | $3.88M | 1.1% | -0.7% | 0.029% | |
8/1/2024 | Hilltop Partners LLC | 10,918 | $560K | 0.2% | -9.5% | 0.004% | |
7/31/2024 | Farther Finance Advisors LLC | 25,172 | $1.28M | 0.1% | -15.7% | 0.010% | |
7/31/2024 | Graypoint LLC | 412,178 | $21.13M | 1.5% | +20.7% | 0.156% | |
7/31/2024 | NBT Bank N A NY | 7,032 | $360K | 0.0% | -10.4% | 0.003% | |
7/30/2024 | Morton Brown Family Wealth LLC | 2,486 | $129K | 0.0% | N/A | 0.001% | |
7/30/2024 | Fort Washington Investment Advisors Inc. OH | 4,105 | $210K | 0.0% | -6.8% | 0.002% | |
7/29/2024 | Stelac Advisory Services LLC | 23,897 | $1.23M | 0.5% | +8.9% | 0.009% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 16,123 | $826K | 0.0% | -1.3% | 0.006% | |
7/29/2024 | Arkadios Wealth Advisors | 8,492 | $435K | 0.0% | +93.4% | 0.003% | |
7/29/2024 | Whittier Trust Co. | 35,207 | $1.80M | 0.0% | -9.5% | 0.013% | |
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7/26/2024 | Cambridge Investment Research Advisors Inc. | 73,958 | $3.79M | 0.0% | +21.7% | 0.028% | |
7/26/2024 | Bank of New York Mellon Corp | 1,890,529 | $96.91M | 0.0% | -2.4% | 0.712% | |
7/23/2024 | 1620 Investment Advisors Inc. | 686 | $35K | 0.0% | N/A | 0.000% | |
7/23/2024 | NewSquare Capital LLC | 300,735 | $15.42M | 1.3% | +2.6% | 0.114% | |
7/23/2024 | Vicus Capital | 12,318 | $631K | 0.1% | -4.5% | 0.005% | |
7/20/2024 | First Horizon Advisors Inc. | 13,480 | $691K | 0.0% | -4.3% | 0.005% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 548,830 | $28.13M | 0.0% | -46.4% | 0.209% | |
7/17/2024 | AdvisorNet Financial Inc | 17,773 | $911K | 0.1% | -7.9% | 0.007% | |
7/16/2024 | DMC Group LLC | 55,790 | $2.86M | 2.5% | +12.7% | 0.021% | |
7/15/2024 | ETF Portfolio Partners Inc. | 78,672 | $4.03M | 1.3% | -28.0% | 0.030% | |