1/17/2025 | Avior Wealth Management LLC | 719 | $64K | 0.0% | +19.8% | 0.001% | |
1/17/2025 | Mutual Advisors LLC | 12,369 | $1.12M | 0.0% | +2.1% | 0.009% | |
1/17/2025 | SMI Advisory Services LLC | 42,666 | $3.75M | 0.9% | -33.2% | 0.031% | |
1/17/2025 | Wesbanco Bank Inc. | 58,280 | $5.21M | 0.2% | +26.0% | 0.043% | |
1/17/2025 | Janney Montgomery Scott LLC | 408,576 | $36.50M | 0.1% | -0.8% | 0.298% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 5,655 | $505K | 0.0% | +43.2% | 0.004% | |
1/17/2025 | GoalVest Advisory LLC | 38,665 | $3.45M | 0.9% | +2.6% | 0.028% | |
1/17/2025 | Evolution Wealth Advisors LLC | 15,280 | $1.37M | 0.2% | N/A | 0.011% | |
1/17/2025 | Braun Bostich & Associates Inc. | 5,331 | $476K | 0.3% | -2.9% | 0.004% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 375,277 | $33.52M | 0.2% | +12.5% | 0.274% | |
|
1/17/2025 | Enclave Advisors LLC | 11,060 | $988K | 0.2% | +126.6% | 0.008% | |
1/16/2025 | Koshinski Asset Management Inc. | 32,698 | $2.92M | 0.0% | -8.3% | 0.024% | |
1/16/2025 | Wealth Management Partners LLC | 41,306 | $3.69M | 1.6% | +7.2% | 0.030% | |
1/16/2025 | LVW Advisors LLC | 89,875 | $8.03M | 1.0% | -25.6% | 0.066% | |
1/16/2025 | Lbmc Investment Advisors LLC | 148,917 | $13.30M | 1.0% | +1.8% | 0.109% | |
1/15/2025 | Monarch Capital Management Inc. | 2,822 | $252K | 0.1% | +14.4% | 0.002% | |
1/15/2025 | Herbst Group LLC | 41,930 | $3.75M | 2.3% | -2.6% | 0.031% | |
1/15/2025 | Financial & Tax Architects LLC | 50,073 | $4.47M | 1.1% | +5.0% | 0.037% | |
1/15/2025 | DB Fitzpatrick & Co Inc | 4,080 | $364K | 0.3% | +18.0% | 0.003% | |
1/15/2025 | Brand Asset Management Group Inc. | 2,260 | $202K | 0.1% | -11.7% | 0.002% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 6,741 | $602K | 0.0% | -17.0% | 0.005% | |
1/15/2025 | Decker Retirement Planning Inc. | 1,341 | $120K | 0.1% | N/A | 0.001% | |
1/15/2025 | Central Valley Advisors LLC | 124,225 | $11.10M | 5.0% | N/A | 0.091% | |
1/15/2025 | BFI Infinity Ltd. | 4,224 | $377K | 0.4% | N/A | 0.003% | |
1/14/2025 | Foresight Capital Management Advisors Inc. | 36,188 | $3.23M | 1.9% | +2.4% | 0.026% | |
1/14/2025 | Park Avenue Securities LLC | 22,047 | $1.97M | 0.0% | +15.0% | 0.016% | |
1/14/2025 | Pines Wealth Management LLC | 6,085 | $534K | 0.2% | N/A | 0.004% | |
1/14/2025 | 180 Wealth Advisors LLC | 22,608 | $2.02M | 0.3% | +7.2% | 0.016% | |
1/14/2025 | Gainplan LLC | 22,132 | $1.98M | 0.8% | +9.9% | 0.016% | |
1/14/2025 | Global Financial Private Client LLC | 37,275 | $3.33M | 1.2% | +1.8% | 0.027% | |
1/14/2025 | Signal Advisors Wealth LLC | 4,562 | $407K | 0.0% | +74.4% | 0.003% | |
1/13/2025 | PFW Advisors LLC | 26,557 | $2.37M | 0.7% | N/A | 0.019% | |
1/13/2025 | Abound Wealth Management | 452 | $40K | 0.0% | +37.8% | 0.000% | |
1/13/2025 | Moody National Bank Trust Division | 165,385 | $14.77M | 1.5% | -3.1% | 0.121% | |
1/13/2025 | Cadent Capital Advisors LLC | 126,664 | $11.32M | 3.9% | +7.8% | 0.092% | |
1/13/2025 | Brookstone Capital Management | 37,799 | $3.38M | 0.0% | -13.2% | 0.028% | |
1/10/2025 | Lowe Wealth Advisors LLC | 602 | $54K | 0.0% | N/A | 0.000% | |
1/2/2025 | Global Wealth Strategies & Associates | 133,511 | $11.93M | 3.7% | +6.4% | 0.101% | |
12/26/2024 | JPMorgan Chase & Co. | 1,625,275 | $145.24M | 0.0% | +29.8% | 1.233% | |
12/19/2024 | Principal Financial Group Inc. | 26,204 | $2.34M | 0.0% | -1.5% | 0.020% | |
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12/13/2024 | B. Riley Wealth Advisors Inc. | 13,292 | $1.17M | 0.0% | -29.5% | 0.010% | |
12/6/2024 | Retirement Systems of Alabama | 7,082 | $633K | 0.0% | -3.4% | 0.005% | |
11/27/2024 | Franklin Resources Inc. | 1,841 | $166K | 0.0% | +519.9% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 8,004 | $715K | 0.0% | +95.2% | 0.006% | |
11/25/2024 | Tidal Investments LLC | 41,186 | $3.68M | 0.0% | +1,017.4% | 0.031% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 2,000 | $179K | 0.0% | N/A | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 24,048 | $2.32M | 0.0% | -22.7% | 0.018% | |
11/18/2024 | TD Private Client Wealth LLC | 2,335 | $209K | 0.0% | -7.9% | 0.002% | |
11/18/2024 | Coldstream Capital Management Inc. | 44,654 | $3.99M | 0.1% | -2.1% | 0.034% | |
11/15/2024 | Clarity Asset Management Inc. | 1,144 | $102K | 0.1% | N/A | 0.001% | |
11/15/2024 | M&T Bank Corp | 13,017 | $1.16M | 0.0% | +3.5% | 0.010% | |
11/15/2024 | Geller Advisors LLC | 37,518 | $3.35M | 0.2% | -5.2% | 0.028% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 2,431 | $217K | 0.1% | N/A | 0.002% | |
11/15/2024 | MML Investors Services LLC | 128,960 | $11.52M | 0.0% | +197.6% | 0.098% | |
11/15/2024 | EP Wealth Advisors LLC | 84,411 | $7.54M | 0.1% | +3,224.6% | 0.064% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 36,102 | $3.02M | 0.0% | +108.7% | 0.027% | |
11/15/2024 | Wellington Management Group LLP | 115,450 | $10.32M | 0.0% | +43.0% | 0.088% | |
11/15/2024 | Stifel Financial Corp | 1,222,868 | $109.28M | 0.1% | +6.3% | 0.928% | |
11/15/2024 | Quantinno Capital Management LP | 3,266 | $292K | 0.0% | N/A | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,858 | $523K | 0.0% | +3.3% | 0.004% | |
11/15/2024 | HighTower Advisors LLC | 32,264 | $2.88M | 0.0% | +3.4% | 0.024% | |
11/15/2024 | Benjamin Edwards Inc. | 3,300 | $295K | 0.0% | N/A | 0.003% | |
11/14/2024 | Kiely Wealth Advisory Group Inc. | 60,084 | $5.78M | 3.7% | -15.0% | 0.046% | |
11/14/2024 | Arete Wealth Advisors LLC | 19,101 | $1.70M | 0.1% | -5.5% | 0.014% | |
11/14/2024 | Captrust Financial Advisors | 15,269 | $1.36M | 0.0% | -2.8% | 0.012% | |
11/14/2024 | Rockefeller Capital Management L.P. | 174,412 | $15.59M | 0.0% | +13.1% | 0.132% | |
11/14/2024 | CreativeOne Wealth LLC | 2,297 | $205K | 0.0% | N/A | 0.002% | |
11/14/2024 | Healthcare of Ontario Pension Plan Trust Fund | 253,000 | $22.61M | 0.1% | N/A | 0.192% | |
11/13/2024 | Townsquare Capital LLC | 4,499 | $402K | 0.0% | +4.4% | 0.003% | |
11/13/2024 | NCP Inc. | 1,357 | $121K | 0.1% | N/A | 0.001% | |
11/13/2024 | BNP Paribas Financial Markets | 50,002 | $4.47M | 0.0% | N/A | 0.038% | |
11/13/2024 | Lazard Freres Gestion S.A.S. | 3,525 | $314K | 0.0% | -32.2% | 0.003% | |
11/13/2024 | FMR LLC | 16,990 | $1.52M | 0.0% | +19.2% | 0.013% | |
11/13/2024 | D.A. Davidson & CO. | 58,458 | $5.22M | 0.0% | +2.4% | 0.044% | |
11/13/2024 | Brown Brothers Harriman & Co. | 25,272 | $2.26M | 0.0% | +1,163.6% | 0.019% | |
11/13/2024 | Loomis Sayles & Co. L P | 1,743 | $156K | 0.0% | N/A | 0.001% | |
11/13/2024 | Gentry Private Wealth LLC | 13,434 | $1.20M | 1.0% | N/A | 0.010% | |
11/12/2024 | Larson Financial Group LLC | 1,913 | $171K | 0.0% | +125.3% | 0.001% | |
11/12/2024 | StoneX Group Inc. | 12,787 | $1.14M | 0.1% | +1.6% | 0.010% | |
11/12/2024 | Kingsview Wealth Management LLC | 3,056 | $273K | 0.0% | +5.7% | 0.002% | |
11/12/2024 | Cerity Partners LLC | 158,999 | $14.21M | 0.0% | -18.3% | 0.121% | |
11/12/2024 | M Holdings Securities Inc. | 15,546 | $1.39M | 0.3% | +4.2% | 0.012% | |
11/12/2024 | Nwam LLC | 4,340 | $388K | 0.0% | N/A | 0.003% | |
11/12/2024 | Meridian Wealth Management LLC | 2,257 | $202K | 0.0% | N/A | 0.002% | |
11/12/2024 | Raymond James Trust N.A. | 31,629 | $2.83M | 0.1% | +13.5% | 0.024% | |
11/9/2024 | Intech Investment Management LLC | 726,000 | $64.88M | 0.7% | N/A | 0.551% | |
11/8/2024 | Citizens Financial Group Inc. RI | 31,358 | $2.80M | 0.1% | +5.3% | 0.024% | |
11/8/2024 | Commerce Bank | 10,309 | $921K | 0.0% | +1.8% | 0.008% | |
11/8/2024 | Avior Wealth Management LLC | 600 | $54K | 0.0% | -45.0% | 0.000% | |
11/8/2024 | PNC Financial Services Group Inc. | 72,876 | $6.51M | 0.0% | +3.4% | 0.055% | |
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11/8/2024 | Legacy Bridge LLC | 11,330 | $1.01M | 0.5% | N/A | 0.009% | |
11/8/2024 | Prospera Financial Services Inc | 13,181 | $1.18M | 0.0% | +19.2% | 0.010% | |
11/7/2024 | Tranquility Partners LLC | 3,031 | $271K | 0.1% | -15.0% | 0.002% | |
11/7/2024 | Pathstone Holdings LLC | 101,559 | $9.08M | 0.0% | -9.7% | 0.077% | |
11/7/2024 | St. Louis Trust Co | 50,792 | $4.54M | 0.6% | +14.6% | 0.039% | |
11/7/2024 | Baron Wealth Management LLC | 2,326 | $208K | 0.1% | N/A | 0.002% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 26,173 | $2.34M | 0.1% | +3.0% | 0.020% | |
11/7/2024 | First Western Trust Bank | 66,424 | $5.94M | 0.3% | -1.6% | 0.050% | |
11/7/2024 | Strengthening Families & Communities LLC | 2,147 | $192K | 0.0% | N/A | 0.002% | |
11/7/2024 | Westfuller Advisors LLC | 22,058 | $1.97M | 1.4% | N/A | 0.017% | |