1/22/2025 | Perigon Wealth Management LLC | 1,757 | $544K | 0.0% | -4.0% | 0.001% | |
1/22/2025 | Mount Yale Investment Advisors LLC | 3,042 | $913K | 0.1% | +7.8% | 0.001% | |
1/22/2025 | Pacer Advisors Inc. | 21,315 | $6.40M | 0.0% | +46.8% | 0.008% | |
1/22/2025 | KBC Group NV | 363,092 | $108.98M | 0.3% | -4.1% | 0.143% | |
1/22/2025 | Union Bancaire Privee UBP SA | 3,505 | $1.06M | 0.0% | N/A | 0.001% | |
1/22/2025 | Blue Trust Inc. | 40,045 | $12.02M | 0.1% | -1.6% | 0.016% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 3,265 | $980K | 0.1% | -33.0% | 0.001% | |
1/22/2025 | Narwhal Capital Management | 19,506 | $5.86M | 0.5% | -16.0% | 0.008% | |
1/21/2025 | Vista Investment Partners LLC | 8,463 | $2.54M | 0.8% | +2.8% | 0.003% | |
1/21/2025 | Asio Capital LLC | 16,983 | $5.10M | 1.0% | -2.2% | 0.007% | |
|
1/21/2025 | First Citizens Bank & Trust Co. | 10,362 | $3.11M | 0.0% | -1.5% | 0.004% | |
1/21/2025 | Compass Wealth Management LLC | 15,146 | $4.55M | 1.1% | -3.0% | 0.006% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,309 | $993K | 0.0% | +2.3% | 0.001% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 2,777 | $834K | 0.0% | -50.7% | 0.001% | |
1/21/2025 | Fifth Third Bancorp | 9,225 | $2.77M | 0.0% | +1.1% | 0.004% | |
1/21/2025 | DGS Capital Management LLC | 3,708 | $1.11M | 0.3% | -4.2% | 0.001% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 382 | $115K | 0.0% | N/A | 0.000% | |
1/21/2025 | Exchange Traded Concepts LLC | 1,608 | $483K | 0.0% | +57.2% | 0.001% | |
1/21/2025 | CX Institutional | 15,707 | $4.72M | 0.2% | +16.2% | 0.006% | |
1/21/2025 | Berbice Capital Management LLC | 260 | $78K | 0.1% | N/A | 0.000% | |
1/21/2025 | Brighton Jones LLC | 3,402 | $1.02M | 0.0% | N/A | 0.001% | |
1/17/2025 | Red Door Wealth Management LLC | 21,659 | $6.50M | 1.0% | +1.5% | 0.009% | |
1/17/2025 | Galvin Gaustad & Stein LLC | 60,115 | $18.04M | 1.6% | N/A | 0.024% | |
1/17/2025 | Raleigh Capital Management Inc. | 84 | $25K | 0.0% | -83.2% | 0.000% | |
1/17/2025 | True North Advisors LLC | 1,243 | $373K | 0.1% | N/A | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,432 | $4.93M | 0.0% | -9.2% | 0.006% | |
1/17/2025 | SG Americas Securities LLC | 478 | $143K | 0.0% | -99.8% | 0.000% | |
1/17/2025 | Cetera Trust Company N.A | 8,055 | $2.42M | 1.6% | +1.1% | 0.003% | |
1/17/2025 | Daymark Wealth Partners LLC | 2,813 | $844K | 0.0% | +8.9% | 0.001% | |
1/17/2025 | Advisory Alpha LLC | 1,118 | $336K | 0.0% | +14.3% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 67,033 | $20.12M | 0.1% | -8.1% | 0.026% | |
1/17/2025 | Proquility Private Wealth Partners LLC | 1,202 | $361K | 0.1% | -55.5% | 0.000% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 518,274 | $155.56M | 0.9% | -1.9% | 0.205% | |
1/17/2025 | Transform Wealth LLC | 25,278 | $7.59M | 0.4% | +12.7% | 0.010% | |
1/17/2025 | Clear Harbor Asset Management LLC | 1,065 | $320K | 0.0% | N/A | 0.000% | |
1/16/2025 | Crossmark Global Holdings Inc. | 2,401 | $720K | 0.0% | -14.3% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 4,069 | $1.22M | 0.0% | -1.1% | 0.002% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 376 | $113K | 0.0% | -10.7% | 0.000% | |
1/16/2025 | LVW Advisors LLC | 2,892 | $868K | 0.1% | -34.0% | 0.001% | |
1/16/2025 | Terra Nova Asset Management LLC | 1,615 | $485K | 0.4% | -80.1% | 0.001% | |
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1/16/2025 | My Legacy Advisors LLC | 3,642 | $1.12M | 0.4% | -5.0% | 0.001% | |
1/16/2025 | Artemis Investment Management LLP | 15,196 | $4.56M | 0.1% | -53.5% | 0.006% | |
1/16/2025 | Lbmc Investment Advisors LLC | 45,135 | $13.55M | 1.1% | -2.2% | 0.018% | |
1/16/2025 | Clarius Group LLC | 1,540 | $462K | 0.0% | +19.1% | 0.001% | |
1/15/2025 | Aaron Wealth Advisors LLC | 930 | $279K | 0.0% | -38.6% | 0.000% | |
1/15/2025 | Financial Management Professionals Inc. | 164 | $49K | 0.0% | -31.1% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 3,930 | $1.18M | 0.0% | -13.7% | 0.002% | |
1/15/2025 | Arkadios Wealth Advisors | 3,435 | $1.03M | 0.1% | +46.9% | 0.001% | |
1/15/2025 | Canoe Financial LP | 231,594 | $69.51M | 1.0% | +226,952.9% | 0.091% | |
1/15/2025 | Sax Wealth Advisors LLC | 996 | $299K | 0.0% | -16.1% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 1,569 | $471K | 0.0% | +137.7% | 0.001% | |
1/15/2025 | Wedge Capital Management L L P NC | 116,075 | $34.84M | 0.6% | +7.7% | 0.046% | |
1/15/2025 | Hennessy Advisors Inc. | 8,800 | $2.64M | 0.1% | -6.4% | 0.003% | |
1/15/2025 | Eagle Rock Investment Company LLC | 35,206 | $10.57M | 1.8% | +24.6% | 0.014% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 6,802 | $2.04M | 0.3% | -0.6% | 0.003% | |
1/15/2025 | Ritholtz Wealth Management | 7,530 | $2.26M | 0.1% | -13.9% | 0.003% | |
1/15/2025 | Profit Investment Management LLC | 934 | $280K | 0.2% | -10.4% | 0.000% | |
1/15/2025 | Gateway Investment Advisers LLC | 87,511 | $26.27M | 0.3% | -2.9% | 0.035% | |
1/15/2025 | Dixon Mitchell Investment Counsel Inc. | 66,557 | $19.98M | 0.9% | +29.5% | 0.026% | |
1/14/2025 | Argent Capital Management LLC | 153,751 | $46.15M | 1.3% | -3.0% | 0.061% | |
1/14/2025 | Essex Savings Bank | 791 | $237K | 0.1% | -16.7% | 0.000% | |
1/14/2025 | ERn Financial LLC | 1,875 | $563K | 0.1% | +3.4% | 0.001% | |
1/14/2025 | Pinnacle Bancorp Inc. | 150 | $45K | 0.0% | +50.0% | 0.000% | |
1/14/2025 | Burney Co. | 35,325 | $10.60M | 0.4% | -2.2% | 0.014% | |
1/14/2025 | Peak Financial Advisors LLC | 3,738 | $1.12M | 0.6% | N/A | 0.001% | |
1/14/2025 | Park Avenue Securities LLC | 12,707 | $3.81M | 0.0% | +6.0% | 0.005% | |
1/14/2025 | Assenagon Asset Management S.A. | 9,087 | $2.73M | 0.0% | -32.0% | 0.004% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 891 | $268K | 0.0% | N/A | 0.000% | |
1/14/2025 | Community Trust & Investment Co. | 40,211 | $12.07M | 0.7% | +3.1% | 0.016% | |
1/14/2025 | Oak Thistle LLC | 7,040 | $2.11M | 0.6% | +1,042.9% | 0.003% | |
1/14/2025 | Biltmore Wealth Management LLC | 2,528 | $759K | 0.3% | +5.4% | 0.001% | |
1/14/2025 | Tuttle Capital Management LLC | 1,055 | $317K | 1.9% | +34.7% | 0.000% | |
1/13/2025 | Marcum Wealth LLC | 706 | $212K | 0.0% | +14.6% | 0.000% | |
1/13/2025 | AdvisorNet Financial Inc | 687 | $206K | 0.0% | -4.8% | 0.000% | |
1/13/2025 | Miracle Mile Advisors LLC | 1,284 | $385K | 0.0% | N/A | 0.001% | |
1/13/2025 | Eastern Bank | 205 | $62K | 0.0% | N/A | 0.000% | |
1/13/2025 | Wedmont Private Capital | 2,773 | $840K | 0.0% | -12.9% | 0.001% | |
1/13/2025 | Brookstone Capital Management | 3,995 | $1.20M | 0.0% | -1.7% | 0.002% | |
1/13/2025 | Trust Co. of Toledo NA OH | 3,287 | $987K | 0.1% | +2.0% | 0.001% | |
1/13/2025 | Czech National Bank | 39,543 | $11.87M | 0.1% | +4.5% | 0.016% | |
1/10/2025 | Graypoint LLC | 1,777 | $533K | 0.0% | -3.4% | 0.001% | |
1/10/2025 | Hilltop National Bank | 383 | $115K | 0.0% | -10.3% | 0.000% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 151,193 | $45.38M | 0.1% | +0.1% | 0.060% | |
1/8/2025 | First Hawaiian Bank | 5,150 | $1.55M | 0.1% | -0.7% | 0.002% | |
1/8/2025 | Park National Corp OH | 29,273 | $8.79M | 0.3% | +6.5% | 0.012% | |
1/7/2025 | Norway Savings Bank | 2,218 | $666K | 0.4% | +21.8% | 0.001% | |
1/7/2025 | Diversified Trust Co | 49,356 | $14.81M | 0.4% | +15.0% | 0.019% | |
1/6/2025 | Oliver Luxxe Assets LLC | 12,284 | $3.69M | 0.6% | +2.9% | 0.005% | |
1/6/2025 | Fortem Financial Group LLC | 4,263 | $1.28M | 0.5% | +2.8% | 0.002% | |
1/6/2025 | CWA Asset Management Group LLC | 6,307 | $1.89M | 0.1% | -10.8% | 0.002% | |
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1/6/2025 | Nordea Investment Management AB | 843,764 | $253.02M | 0.3% | +29.7% | 0.333% | |
1/3/2025 | Central Pacific Bank Trust Division | 484 | $145K | 0.0% | -20.7% | 0.000% | |
1/3/2025 | Centre Asset Management LLC | 4,555 | $1.37M | 0.3% | +6.4% | 0.002% | |
1/3/2025 | Modus Advisors LLC | 283 | $85K | 0.0% | N/A | 0.000% | |
1/3/2025 | NRI Wealth Management LC | 9,648 | $2.90M | 2.0% | N/A | 0.004% | |
1/3/2025 | GAMMA Investing LLC | 4,194 | $1.26M | 0.1% | -35.3% | 0.002% | |
12/19/2024 | Principal Financial Group Inc. | 397,019 | $161.36M | 0.1% | +0.2% | 0.157% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 1,875 | $755K | 0.0% | -4.8% | 0.001% | |
12/11/2024 | 1ST Source Bank | 8,373 | $3.40M | 0.2% | -1.5% | 0.003% | |
12/10/2024 | DGS Capital Management LLC | 3,871 | $1.57M | 0.4% | +5.2% | 0.002% | |