1/17/2025 | Genesis Private Wealth LLC | 3,754 | $555K | 0.3% | N/A | 0.000% | |
1/17/2025 | Simon Quick Advisors LLC | 2,817 | $417K | 0.0% | +14.7% | 0.000% | |
1/17/2025 | Perfromance Wealth Partners LLC | 256,301 | $37.91M | 1.2% | +9.9% | 0.029% | |
1/17/2025 | Atomi Financial Group Inc. | 5,031 | $744K | 0.0% | +9.8% | 0.001% | |
1/17/2025 | Segment Wealth Management LLC | 9,350 | $1.38M | 0.1% | +5.6% | 0.001% | |
1/16/2025 | Crossmark Global Holdings Inc. | 26,252 | $3.88M | 0.1% | -2.0% | 0.003% | |
|
1/16/2025 | Ballentine Partners LLC | 5,721 | $846K | 0.0% | +1.2% | 0.001% | |
1/16/2025 | Harbor Investment Advisory LLC | 3,220 | $476K | 0.0% | +28.6% | 0.000% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 1,110 | $164K | 0.0% | +21.8% | 0.000% | |
1/16/2025 | Guinness Asset Management LTD | 5,789 | $856K | 0.0% | +24.8% | 0.001% | |
1/16/2025 | UMB Bank n.a. | 54,899 | $8.12M | 0.1% | +3.2% | 0.006% | |
1/16/2025 | M.E. Allison & CO. Inc. | 1,790 | $265K | 0.3% | N/A | 0.000% | |
1/16/2025 | Trueblood Wealth Management LLC | 10,492 | $1.55M | 0.8% | -1.9% | 0.001% | |
1/16/2025 | Diversify Advisory Services LLC | 3,099 | $437K | 0.0% | N/A | 0.000% | |
1/16/2025 | Guardian Investment Management | 12,425 | $1.84M | 1.3% | -0.8% | 0.001% | |
1/16/2025 | Smart Money Group LLC | 1,367 | $202K | 0.1% | N/A | 0.000% | |
1/16/2025 | Artemis Investment Management LLP | 322,143 | $47.65M | 0.7% | N/A | 0.036% | |
1/15/2025 | Sandy Cove Advisors LLC | 1,813 | $268K | 0.1% | +5.3% | 0.000% | |
1/15/2025 | Triangle Securities Wealth Management | 60,842 | $9.00M | 2.3% | -7.7% | 0.007% | |
1/15/2025 | Hanseatic Management Services Inc. | 8,768 | $1.30M | 1.6% | +1.2% | 0.001% | |
1/15/2025 | Ameritas Advisory Services LLC | 4,060 | $600K | 0.0% | +114.6% | 0.000% | |
1/15/2025 | HB Wealth Management LLC | 11,638 | $1.72M | 0.0% | +30.3% | 0.001% | |
1/15/2025 | Integrated Investment Consultants LLC | 5,736 | $848K | 0.0% | +6.0% | 0.001% | |
1/15/2025 | Arkadios Wealth Advisors | 17,111 | $2.53M | 0.1% | +3.9% | 0.002% | |
1/15/2025 | Trust Co of Kansas | 1,593 | $236K | 0.1% | -55.7% | 0.000% | |
1/15/2025 | B & T Capital Management DBA Alpha Capital Management | 74,744 | $11.06M | 2.0% | -8.5% | 0.008% | |
1/15/2025 | Brooklyn Investment Group | 1,326 | $196K | 0.1% | +13.9% | 0.000% | |
1/15/2025 | Merit Financial Group LLC | 26,713 | $3.95M | 0.1% | +358.4% | 0.003% | |
1/15/2025 | Avanza Fonder AB | 49,604 | $7.34M | 0.2% | N/A | 0.006% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 10,974 | $1.62M | 0.0% | +0.7% | 0.001% | |
1/15/2025 | Procyon Advisors LLC | 24,877 | $3.68M | 0.2% | +2.3% | 0.003% | |
1/15/2025 | Border to Coast Pensions Partnership Ltd | 450,000 | $66.52M | 1.3% | +1.1% | 0.051% | |
1/15/2025 | RDA Financial Network | 4,168 | $617K | 0.2% | -5.3% | 0.000% | |
1/15/2025 | Empirical Asset Management LLC | 16,443 | $2.43M | 0.1% | +59.2% | 0.002% | |
1/15/2025 | Ritholtz Wealth Management | 2,878 | $426K | 0.0% | +28.1% | 0.000% | |
1/15/2025 | Tallon Kerry Patrick | 1,386 | $207K | 0.2% | N/A | 0.000% | |
1/15/2025 | Gateway Investment Advisers LLC | 51,788 | $7.66M | 0.1% | +4.4% | 0.006% | |
1/15/2025 | Mirador Capital Partners LP | 94,412 | $13.96M | 2.5% | +1.4% | 0.011% | |
1/14/2025 | Northside Capital Management LLC | 2,388 | $353K | 0.1% | -17.7% | 0.000% | |
1/14/2025 | Steph & Co. | 1,084 | $160K | 0.1% | -6.6% | 0.000% | |
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1/14/2025 | Essex Savings Bank | 2,794 | $413K | 0.1% | -17.5% | 0.000% | |
1/14/2025 | USA Financial Formulas | 7,477 | $1.11M | 0.2% | +9.8% | 0.001% | |
1/14/2025 | Caldwell Investment Management Ltd. | 212,400 | $31.48M | 21.2% | +2.9% | 0.024% | |
1/14/2025 | Park Avenue Securities LLC | 22,868 | $3.38M | 0.0% | +44.6% | 0.003% | |
1/14/2025 | Assenagon Asset Management S.A. | 890,926 | $131.78M | 0.2% | +61.1% | 0.100% | |
1/14/2025 | Community Trust & Investment Co. | 84,301 | $12.47M | 0.8% | +2.9% | 0.009% | |
1/14/2025 | Oak Thistle LLC | 6,456 | $955K | 0.3% | +198.1% | 0.001% | |
1/14/2025 | Pines Wealth Management LLC | 3,994 | $563K | 0.2% | N/A | 0.000% | |
1/14/2025 | 180 Wealth Advisors LLC | 1,543 | $228K | 0.0% | N/A | 0.000% | |
1/14/2025 | Rosenberg Matthew Hamilton | 1,172 | $173K | 0.0% | -21.1% | 0.000% | |
1/14/2025 | Professional Financial Advisors LLC | 12,022 | $1.78M | 0.5% | -1.3% | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 2,180 | $322K | 0.0% | +417.8% | 0.000% | |
1/13/2025 | Miracle Mile Advisors LLC | 1,483 | $219K | 0.0% | N/A | 0.000% | |
1/13/2025 | Moody National Bank Trust Division | 13,661 | $2.02M | 0.2% | -5.2% | 0.002% | |
1/13/2025 | Wedmont Private Capital | 4,320 | $609K | 0.0% | -60.4% | 0.000% | |
1/13/2025 | CHICAGO TRUST Co NA | 1,552 | $230K | 0.0% | -5.2% | 0.000% | |
1/13/2025 | Brookstone Capital Management | 2,267 | $335K | 0.0% | N/A | 0.000% | |
1/13/2025 | Trust Co. of Toledo NA OH | 1,522 | $225K | 0.0% | N/A | 0.000% | |
1/13/2025 | Czech National Bank | 146,366 | $21.65M | 0.2% | +6.5% | 0.016% | |
1/10/2025 | West Oak Capital LLC | 4,000 | $592K | 0.2% | +540.0% | 0.000% | |
1/10/2025 | Heartwood Wealth Advisors LLC | 1,667 | $247K | 0.0% | N/A | 0.000% | |
1/10/2025 | Harbor Capital Advisors Inc. | 12,184 | $1.80M | 0.1% | +2.5% | 0.001% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 118,773 | $17.57M | 0.0% | -0.8% | 0.013% | |
1/10/2025 | ORG Partners LLC | 1,891 | $280K | 0.0% | -10.8% | 0.000% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 5,886 | $871K | 0.3% | +1.4% | 0.001% | |
1/8/2025 | First Hawaiian Bank | 1,853 | $274K | 0.0% | N/A | 0.000% | |
1/8/2025 | Fulton Bank N.A. | 17,182 | $2.54M | 0.1% | +8.2% | 0.002% | |
1/8/2025 | International Assets Investment Management LLC | 2,420 | $361K | 0.0% | -99.3% | 0.000% | |
1/7/2025 | Chickasaw Capital Management LLC | 101,583 | $15.03M | 0.6% | -0.7% | 0.011% | |
1/7/2025 | Diversified Trust Co | 5,355 | $792K | 0.0% | -15.3% | 0.001% | |
1/7/2025 | Bank of New Hampshire | 305 | $45K | 0.0% | N/A | 0.000% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 7,384 | $1.09M | 0.1% | -11.4% | 0.001% | |
1/6/2025 | CWA Asset Management Group LLC | 15,122 | $2.24M | 0.1% | +9.0% | 0.002% | |
1/6/2025 | Legacy Wealth Management LLC MS | 5,048 | $747K | 0.3% | +5.7% | 0.001% | |
1/6/2025 | Nordea Investment Management AB | 49,421 | $7.32M | 0.0% | -8.2% | 0.006% | |
1/3/2025 | Central Pacific Bank Trust Division | 19,224 | $2.84M | 0.4% | +6.6% | 0.002% | |
1/3/2025 | First Citizens Financial Corp | 1,500 | $222K | 0.1% | N/A | 0.000% | |
1/3/2025 | Everence Capital Management Inc. | 16,790 | $2.48M | 0.2% | N/A | 0.002% | |
1/3/2025 | Modus Advisors LLC | 1,160 | $172K | 0.1% | N/A | 0.000% | |
1/3/2025 | GAMMA Investing LLC | 10,595 | $1.57M | 0.1% | +10.1% | 0.001% | |
1/3/2025 | Versant Capital Management Inc | 494 | $73K | 0.0% | +39.9% | 0.000% | |
1/2/2025 | Cacti Asset Management LLC | 37,630 | $5.58M | 0.4% | -9.6% | 0.004% | |
12/13/2024 | Lord Abbett & CO. LLC | 387,971 | $50.66M | 0.2% | -55.6% | 0.044% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 18,489 | $2.42M | 0.1% | -8.5% | 0.002% | |
12/12/2024 | Legacy Wealth Management LLC MS | 4,774 | $623K | 0.2% | N/A | 0.001% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 1,600 | $209K | 0.1% | N/A | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 147,493 | $19.26M | 0.1% | +0.5% | 0.017% | |
12/3/2024 | Oddo BHF Asset Management Sas | 106,963 | $13.97M | 0.7% | N/A | 0.012% | |
11/29/2024 | American Trust | 1,549 | $202K | 0.0% | N/A | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 766,592 | $105.75M | 0.0% | -23.0% | 0.086% | |
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11/26/2024 | Peapack Gladstone Financial Corp | 3,057 | $400K | 0.0% | -14.9% | 0.000% | |
11/25/2024 | Tidal Investments LLC | 55,102 | $7.20M | 0.1% | +12.1% | 0.006% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 20,566 | $2.69M | 0.0% | N/A | 0.002% | |
11/25/2024 | World Investment Advisors LLC | 20,196 | $2.64M | 0.1% | +17.1% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 92,741 | $12.11M | 0.1% | +31.1% | 0.010% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 1,786 | $233K | 0.0% | N/A | 0.000% | |
11/20/2024 | Virtu Financial LLC | 2,272 | $297K | 0.0% | -87.8% | 0.000% | |
11/19/2024 | TCW Group Inc. | 251,928 | $32.90M | 0.3% | +122.1% | 0.028% | |
11/18/2024 | Soltis Investment Advisors LLC | 1,613 | $211K | 0.0% | -97.3% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 38,287 | $5M | 0.1% | +5.4% | 0.004% | |