12/2/2024 | Beaird Harris Wealth Management LLC | 6,700 | $454K | 0.0% | -2.7% | 0.005% | |
11/27/2024 | Franklin Resources Inc. | 461,049 | $30.37M | 0.0% | -23.3% | 0.338% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 571,625 | $38.70M | 0.7% | -5.1% | 0.419% | |
11/25/2024 | Arvest Bank Trust Division | 334,072 | $22.62M | 1.3% | N/A | 0.245% | |
11/25/2024 | World Investment Advisors LLC | 54,035 | $3.66M | 0.1% | -0.8% | 0.040% | |
11/25/2024 | Sanctuary Advisors LLC | 6,320 | $395K | 0.0% | -25.2% | 0.005% | |
|
11/19/2024 | Barclays PLC | 24,337 | $1.65M | 0.0% | -82.6% | 0.018% | |
11/19/2024 | Discipline Wealth Solutions LLC | 3,160 | $214K | 0.1% | N/A | 0.002% | |
11/19/2024 | M&T Bank Corp | 152,302 | $10.31M | 0.0% | -14.0% | 0.112% | |
11/18/2024 | Rehmann Capital Advisory Group | 45,076 | $3.05M | 0.2% | +0.4% | 0.033% | |
11/18/2024 | Coldstream Capital Management Inc. | 673,978 | $45.63M | 1.0% | +5.2% | 0.494% | |
11/18/2024 | JDM Financial Group LLC | 928 | $63K | 0.0% | -48.1% | 0.001% | |
11/15/2024 | Vestcor Inc | 88,671 | $6.00M | 0.2% | +16.5% | 0.065% | |
11/15/2024 | M&T Bank Corp | 152,302 | $10.31M | 0.0% | -14.0% | 0.112% | |
11/15/2024 | Barclays PLC | 24,337 | $1.65M | 0.0% | -82.6% | 0.018% | |
11/15/2024 | Continuum Advisory LLC | 18,168 | $1.13M | 0.1% | +4.1% | 0.013% | |
11/15/2024 | Peloton Wealth Strategists | 3,653 | $247K | 0.1% | -31.4% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 74,617 | $5.05M | 0.0% | -3.6% | 0.055% | |
11/15/2024 | National Bank of Canada FI | 9,738 | $659K | 0.0% | -2.4% | 0.007% | |
11/15/2024 | EP Wealth Advisors LLC | 7,551 | $511K | 0.0% | +55.9% | 0.006% | |
11/15/2024 | Wellington Management Group LLP | 686,988 | $46.51M | 0.0% | +112.4% | 0.504% | |
11/15/2024 | WESCAP Management Group Inc. | 139,566 | $9.45M | 2.4% | +2.4% | 0.102% | |
11/15/2024 | Stifel Financial Corp | 244,498 | $16.55M | 0.0% | +3.1% | 0.179% | |
11/15/2024 | SageView Advisory Group LLC | 8,193 | $555K | 0.0% | -24.9% | 0.006% | |
11/15/2024 | RBF Capital LLC | 15,000 | $1.02M | 0.1% | N/A | 0.011% | |
11/15/2024 | IHT Wealth Management LLC | 33,574 | $2.23M | 0.1% | -0.9% | 0.025% | |
11/15/2024 | Integrated Wealth Concepts LLC | 95,326 | $6.45M | 0.1% | -2.0% | 0.070% | |
11/15/2024 | HighTower Advisors LLC | 810,652 | $54.89M | 0.1% | +12.6% | 0.594% | |
11/15/2024 | Arizona PSPRS Trust | 34,526 | $2.34M | 0.1% | N/A | 0.025% | |
11/15/2024 | Ascent Group LLC | 3,082 | $209K | 0.0% | -9.2% | 0.002% | |
11/15/2024 | Benjamin Edwards Inc. | 28,156 | $1.91M | 0.0% | N/A | 0.021% | |
11/14/2024 | Acropolis Investment Management LLC | 49,833 | $3.35M | 0.2% | +0.4% | 0.037% | |
11/14/2024 | Captrust Financial Advisors | 154,206 | $10.44M | 0.0% | -5.0% | 0.113% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,933 | $1.21M | 0.0% | -6.3% | 0.013% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 1,036 | $70K | 0.1% | N/A | 0.001% | |
11/14/2024 | Financial Counselors Inc. | 25,291 | $1.71M | 0.0% | -2.9% | 0.019% | |
11/14/2024 | RPg Family Wealth Advisory LLC | 22,221 | $1.50M | 0.4% | +1.4% | 0.016% | |
11/13/2024 | Glenmede Trust Co. NA | 74,891 | $5.07M | 0.0% | -3.9% | 0.055% | |
11/13/2024 | FMR LLC | 3,709,228 | $251.12M | 0.0% | -31.5% | 2.719% | |
11/13/2024 | D.A. Davidson & CO. | 95,127 | $6.44M | 0.1% | +0.2% | 0.070% | |
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11/13/2024 | Bank of Montreal Can | 670,008 | $45.34M | 0.0% | -4.3% | 0.491% | |
11/13/2024 | DRW Securities LLC | 79,316 | $5.37M | 0.1% | N/A | 0.058% | |
11/12/2024 | Crewe Advisors LLC | 41,675 | $2.82M | 0.3% | +21.3% | 0.031% | |
11/12/2024 | Larson Financial Group LLC | 115,258 | $7.80M | 0.4% | -5.6% | 0.085% | |
11/12/2024 | Wescott Financial Advisory Group LLC | 22,821 | $1.55M | 0.2% | -2.3% | 0.017% | |
11/12/2024 | Kingsview Wealth Management LLC | 9,018 | $610K | 0.0% | +12.2% | 0.007% | |
11/12/2024 | Cerity Partners LLC | 20,133 | $1.36M | 0.0% | -3.1% | 0.015% | |
11/12/2024 | Alesco Advisors LLC | 160,143 | $10.84M | 0.3% | -8.0% | 0.117% | |
11/12/2024 | Nicolet Advisory Services LLC | 23,215 | $1.54M | 0.1% | -3.7% | 0.017% | |
11/12/2024 | Nwam LLC | 60,978 | $4.13M | 0.3% | N/A | 0.045% | |
11/12/2024 | Investors Research Corp | 109,686 | $7.43M | 1.6% | -0.5% | 0.080% | |
11/9/2024 | Creekside Partners | 42,251 | $2.86M | 1.5% | +0.5% | 0.031% | |
11/8/2024 | Citizens Financial Group Inc. RI | 33,730 | $2.28M | 0.0% | -9.4% | 0.025% | |
11/8/2024 | Avior Wealth Management LLC | 36,600 | $2.47M | 0.1% | -30.5% | 0.027% | |
11/8/2024 | PNC Financial Services Group Inc. | 1,661,380 | $112.48M | 0.1% | -1.5% | 1.218% | |
11/8/2024 | Vance Wealth Inc. | 37,657 | $2.55M | 1.0% | -4.4% | 0.028% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 37,092 | $2.51M | 0.2% | +34.2% | 0.027% | |
11/8/2024 | Wrapmanager Inc. | 4,976 | $337K | 0.1% | -8.0% | 0.004% | |
11/8/2024 | BIP Wealth LLC | 35,343 | $2.39M | 0.2% | +5.8% | 0.026% | |
11/8/2024 | Prospera Financial Services Inc | 7,235 | $490K | 0.0% | +2.4% | 0.005% | |
11/7/2024 | Tranquility Partners LLC | 7,474 | $506K | 0.2% | -13.0% | 0.005% | |
11/7/2024 | Pathstone Holdings LLC | 222,763 | $15.08M | 0.1% | +1.7% | 0.163% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 887,531 | $60.09M | 1.7% | -0.4% | 0.651% | |
11/7/2024 | MAI Capital Management | 250,001 | $16.93M | 0.2% | +1.0% | 0.183% | |
11/7/2024 | MB Generational Wealth LLC | 23,593 | $1.60M | 1.1% | +36.6% | 0.017% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 345,314 | $23.38M | 0.6% | -5.3% | 0.253% | |
11/6/2024 | Squire Investment Management Company LLC | 22,434 | $1.52M | 0.7% | +13.7% | 0.016% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 6,741 | $456K | 0.0% | +2.5% | 0.005% | |
11/6/2024 | OneDigital Investment Advisors LLC | 9,158 | $620K | 0.0% | +5.6% | 0.007% | |
11/6/2024 | Endowment Wealth Management Inc. | 34,984 | $2.37M | 1.6% | +2.2% | 0.026% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 41,411 | $2.80M | 0.0% | +1.0% | 0.030% | |
11/5/2024 | Encompass Wealth Advisors LLC | 68,065 | $4.61M | 1.2% | +2.3% | 0.050% | |
11/5/2024 | Empower Advisory Group LLC | 7,469 | $506K | 0.0% | +71.1% | 0.005% | |
11/5/2024 | Victory Capital Management Inc. | 63,719 | $4.31M | 0.0% | -34.1% | 0.047% | |
11/5/2024 | Aptus Capital Advisors LLC | 17,636 | $1.19M | 0.0% | +15.8% | 0.013% | |
11/5/2024 | Savvy Advisors Inc. | 3,184 | $216K | 0.0% | -27.5% | 0.002% | |
11/5/2024 | FDx Advisors Inc. | 23,132 | $1.57M | 0.4% | -2.5% | 0.017% | |
11/4/2024 | Beam Wealth Advisors Inc. | 17,566 | $1.19M | 0.4% | +6.7% | 0.013% | |
11/4/2024 | Baker Avenue Asset Management LP | 429,393 | $29.07M | 0.9% | +1.2% | 0.315% | |
11/4/2024 | Sigma Planning Corp | 6,538 | $443K | 0.0% | -11.7% | 0.005% | |
11/1/2024 | LTG Capital LLC | 69,083 | $4.68M | 3.9% | +4.6% | 0.051% | |
11/1/2024 | Objective Capital Management LLC | 7,411 | $502K | 0.3% | N/A | 0.005% | |
11/1/2024 | Klingman & Associates LLC | 178,508 | $12.09M | 0.7% | -4.3% | 0.131% | |
11/1/2024 | Cahill Wealth Management LLC | 12,828 | $868K | 0.4% | -10.0% | 0.009% | |
11/1/2024 | Shoker Investment Counsel Inc. | 125,584 | $8.50M | 2.9% | -4.4% | 0.092% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 3,072 | $208K | 0.0% | -6.1% | 0.002% | |
11/1/2024 | Beckerman Institutional LLC | 5,745 | $389K | 0.3% | N/A | 0.004% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 38,048 | $2.58M | 0.6% | +4.5% | 0.028% | |
10/31/2024 | Droms Strauss Advisors Inc. MO ADV | 32,310 | $2.19M | 0.8% | -1.7% | 0.023% | |
10/31/2024 | Montecito Bank & Trust | 3,465 | $235K | 0.0% | N/A | 0.003% | |
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10/31/2024 | Walkner Condon Financial Advisors LLC | 14,626 | $990K | 0.2% | +4.9% | 0.011% | |
10/31/2024 | Advisor Resource Council | 7,867 | $533K | 0.2% | N/A | 0.006% | |
10/31/2024 | Wealth Architects LLC | 187,237 | $12.68M | 1.4% | -2.7% | 0.135% | |
10/30/2024 | Maia Wealth LLC | 4,142 | $264K | 0.1% | +11.9% | 0.003% | |
10/30/2024 | RTD Financial Advisors Inc. | 157,704 | $10.68M | 1.4% | +3.5% | 0.114% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 21,126 | $1.43M | 0.1% | -26.6% | 0.015% | |
10/30/2024 | First Citizens Asset Management Inc. | 38,547 | $2.61M | 0.9% | -3.1% | 0.028% | |
10/30/2024 | Falcon Wealth Planning | 36,044 | $2.44M | 0.3% | -70.6% | 0.026% | |
10/30/2024 | Austin Private Wealth LLC | 173,436 | $11.74M | 1.1% | -3.9% | 0.125% | |
10/30/2024 | Central Bank & Trust Co. | 29,949 | $2.03M | 0.3% | -4.4% | 0.022% | |