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% | |
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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% | |
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% | |
11/7/2024 | Thrivent Financial for Lutherans | 74,818 | $6.69M | 0.0% | +0.8% | 0.057% | |
11/7/2024 | Peterson Financial Group Inc. | 3,031 | $271K | 1.0% | -10.2% | 0.002% | |
11/6/2024 | Adero Partners LLC | 38,125 | $3.41M | 0.2% | -2.0% | 0.029% | |
11/6/2024 | GoalVest Advisory LLC | 37,699 | $3.37M | 1.0% | N/A | 0.029% | |
11/6/2024 | LJI Wealth Management LLC | 56,180 | $5.02M | 1.0% | -5.5% | 0.043% | |
11/6/2024 | Heritage Investment Group Inc. | 34,177 | $3.05M | 0.6% | -2.1% | 0.026% | |
11/6/2024 | Natixis Advisors LLC | 5,037,888 | $450.19M | 0.9% | +15.2% | 3.822% | |
11/6/2024 | Seelaus Asset Management LLC | 2,781 | $248K | 0.2% | N/A | 0.002% | |
11/6/2024 | Vawter Financial Ltd. | 2,404 | $215K | 0.1% | N/A | 0.002% | |
11/6/2024 | Linscomb Wealth Inc. | 7,575 | $677K | 0.0% | -2.4% | 0.006% | |
11/6/2024 | Lifeworks Advisors LLC | 2,647 | $237K | 0.0% | N/A | 0.002% | |
11/6/2024 | Main Street Financial Solutions LLC | 30,904 | $2.76M | 0.3% | +20.9% | 0.023% | |
11/6/2024 | Oppenheimer & Co. Inc. | 12,368 | $1.11M | 0.0% | +99.0% | 0.009% | |
11/6/2024 | Rossmore Private Capital | 2,500 | $223K | 0.0% | N/A | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 4,953 | $443K | 0.1% | +2.6% | 0.004% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 6,600 | $590K | 0.0% | +53.5% | 0.005% | |
11/5/2024 | Rakuten Securities Inc. | 508 | $45K | 0.0% | -48.3% | 0.000% | |
11/5/2024 | WealthPLAN Partners LLC | 2,310 | $206K | 0.0% | N/A | 0.002% | |
11/4/2024 | Venturi Wealth Management LLC | 700,400 | $62.59M | 3.3% | -1.7% | 0.531% | |
11/4/2024 | Peregrine Asset Advisers Inc. | 3,468 | $310K | 0.1% | +20.9% | 0.003% | |
11/4/2024 | Sigma Planning Corp | 4,039 | $361K | 0.0% | +57.4% | 0.003% | |
11/2/2024 | Rocky Mountain Advisers LLC | 300 | $27K | 0.0% | N/A | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 6,926 | $619K | 0.0% | +103.4% | 0.005% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 4,195 | $375K | 0.1% | -14.1% | 0.003% | |
11/1/2024 | Resolute Advisors LLC | 3,031 | $271K | 0.1% | N/A | 0.002% | |
11/1/2024 | TCTC Holdings LLC | 1,169 | $104K | 0.0% | N/A | 0.001% | |
11/1/2024 | Assetmark Inc. | 4,991 | $446K | 0.0% | -3.9% | 0.004% | |
11/1/2024 | Rockbridge Investment Management LCC | 33,117 | $2.96M | 0.4% | N/A | 0.025% | |
11/1/2024 | Pegasus Partners Ltd. | 49,548 | $4.43M | 0.4% | +0.9% | 0.038% | |
11/1/2024 | Summit Global Investments | 11,540 | $1.03M | 0.1% | N/A | 0.009% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 132,949 | $11.88M | 1.4% | +5.8% | 0.101% | |
10/31/2024 | Principal Financial Group Inc. | 26,204 | $2.34M | 0.0% | -1.5% | 0.020% | |
10/31/2024 | Concurrent Investment Advisors LLC | 2,384 | $213K | 0.0% | N/A | 0.002% | |
10/30/2024 | Summit Rock Advisors LP | 1,227,915 | $109.73M | 42.9% | N/A | 0.932% | |
10/30/2024 | First Citizens Asset Management Inc. | 60,253 | $5.38M | 1.9% | +12.9% | 0.046% | |
10/30/2024 | Austin Private Wealth LLC | 64,911 | $5.80M | 0.6% | -2.1% | 0.049% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 4,882 | $436K | 0.1% | +3.1% | 0.004% | |
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10/30/2024 | Quintet Private Bank Europe S.A. | 2,260 | $202K | 0.0% | +14.1% | 0.002% | |
10/29/2024 | Janney Montgomery Scott LLC | 411,726 | $36.79M | 0.1% | +2.5% | 0.312% | |
10/29/2024 | Brooklyn FI LLC | 43,196 | $3.86M | 1.4% | -0.7% | 0.033% | |
10/29/2024 | Farther Finance Advisors LLC | 2,940 | $263K | 0.0% | +102.2% | 0.002% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 4,810 | $430K | 0.0% | +782.6% | 0.004% | |
10/28/2024 | Golden Road Advisors LLC | 12,897 | $1.15M | 0.9% | +2.2% | 0.010% | |
10/28/2024 | Stephens Inc. AR | 10,780 | $963K | 0.0% | +34.7% | 0.008% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 11,371 | $1.02M | 0.1% | +8.5% | 0.009% | |
10/28/2024 | Cordatus Wealth Management LLC | 7,213 | $645K | 0.2% | -4.7% | 0.005% | |
10/28/2024 | US Bancorp DE | 12,323 | $1.10M | 0.0% | +1.9% | 0.009% | |