1/21/2025 | Crescent Grove Advisors LLC | 4,214 | $402K | 0.0% | +32.6% | 0.005% | |
1/21/2025 | First Citizens Bank & Trust Co. | 39,129 | $3.74M | 0.1% | +9.4% | 0.050% | |
1/21/2025 | Strategic Investment Management LLC | 182,690 | $17.44M | 6.0% | N/A | 0.233% | |
1/21/2025 | Geneos Wealth Management Inc. | 16,309 | $1.56M | 0.1% | +13.1% | 0.021% | |
1/21/2025 | Hillcrest Wealth Advisors NY LLC | 7,723 | $737K | 0.4% | +9.2% | 0.010% | |
1/21/2025 | CX Institutional | 3,342 | $319K | 0.0% | +8.6% | 0.004% | |
1/21/2025 | Sound Income Strategies LLC | 91,187 | $8.71M | 0.5% | +48.1% | 0.116% | |
1/21/2025 | RFG Advisory LLC | 152,975 | $14.61M | 0.4% | +2.0% | 0.195% | |
1/21/2025 | Shilanski & Associates Inc. | 93,619 | $8.94M | 2.9% | +2.9% | 0.120% | |
1/17/2025 | Private Wealth Group LLC | 4,289 | $409K | 0.2% | -2.5% | 0.005% | |
|
1/17/2025 | Raleigh Capital Management Inc. | 45,032 | $4.30M | 1.7% | +154.4% | 0.057% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 4,327 | $413K | 0.0% | -33.3% | 0.005% | |
1/17/2025 | Westside Investment Management Inc. | 6,400 | $611K | 0.1% | -5.1% | 0.008% | |
1/17/2025 | Daymark Wealth Partners LLC | 2,872 | $274K | 0.0% | N/A | 0.004% | |
1/17/2025 | Global Trust Asset Management LLC | 10,058 | $960K | 0.4% | -2.1% | 0.013% | |
1/17/2025 | Advisory Alpha LLC | 7,414 | $708K | 0.0% | +8.8% | 0.009% | |
1/17/2025 | Aspire Private Capital LLC | 97,603 | $9.32M | 2.3% | +132.0% | 0.122% | |
1/17/2025 | Chesley Taft & Associates LLC | 2,285 | $218K | 0.0% | N/A | 0.003% | |
1/17/2025 | Lockerman Financial Group Inc. | 3,370 | $322K | 0.5% | N/A | 0.004% | |
1/16/2025 | Pure Financial Advisors LLC | 12,919 | $1.23M | 0.0% | +1.2% | 0.016% | |
1/16/2025 | BlueSky Wealth Advisors LLC | 30,685 | $2.93M | 0.5% | +0.4% | 0.039% | |
1/16/2025 | Diversify Wealth Management LLC | 21,402 | $2.04M | 0.2% | -23.3% | 0.027% | |
1/16/2025 | McElhenny Sheffield Capital Management LLC | 3,651 | $349K | 0.1% | -3.1% | 0.004% | |
1/16/2025 | Kelly Financial Services LLC | 7,618 | $727K | 0.2% | +42.1% | 0.009% | |
1/15/2025 | Financial & Tax Architects LLC | 50,195 | $4.79M | 1.2% | N/A | 0.058% | |
1/15/2025 | BTS Asset Management Inc. | 182,824 | $17.45M | 17.4% | -5.9% | 0.212% | |
1/15/2025 | Merit Financial Group LLC | 5,113 | $488K | 0.0% | +5.6% | 0.006% | |
1/15/2025 | Empirical Asset Management LLC | 2,572 | $246K | 0.0% | N/A | 0.003% | |
1/15/2025 | Tallon Kerry Patrick | 3,471 | $332K | 0.3% | N/A | 0.004% | |
1/14/2025 | Rovin Capital UT ADV | 88,846 | $8.48M | 3.1% | +120.4% | 0.103% | |
1/14/2025 | Outlook Wealth Advisors LLC | 9,586 | $915K | 0.3% | +184.6% | 0.011% | |
1/14/2025 | Apella Capital LLC | 144,371 | $13.78M | 0.5% | -4.5% | 0.167% | |
1/14/2025 | Park Avenue Securities LLC | 157,098 | $15.00M | 0.2% | +56.0% | 0.182% | |
1/14/2025 | Navigation Wealth Management Inc. | 120,096 | $11.47M | 12.9% | +19.1% | 0.139% | |
1/14/2025 | Cypress Financial Planning LLC | 3,131 | $299K | 0.1% | N/A | 0.004% | |
1/14/2025 | Capital CS Group LLC | 11,527 | $1.10M | 1.4% | +12.0% | 0.013% | |
1/14/2025 | Global Financial Private Client LLC | 8,190 | $782K | 0.3% | +78.7% | 0.009% | |
1/14/2025 | Signal Advisors Wealth LLC | 35,143 | $3.36M | 0.4% | N/A | 0.041% | |
1/13/2025 | Miracle Mile Advisors LLC | 2,508 | $239K | 0.0% | N/A | 0.003% | |
1/13/2025 | Fragasso Financial Advisors Inc | 4,959 | $473K | 0.0% | N/A | 0.006% | |
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1/13/2025 | Brookstone Capital Management | 29,002 | $2.77M | 0.0% | +76.0% | 0.034% | |
1/8/2025 | Private Client Services LLC | 2,612 | $249K | 0.1% | -18.8% | 0.003% | |
1/6/2025 | Insight Wealth Strategies LLC | 32,548 | $3.11M | 0.4% | -6.8% | 0.038% | |
1/3/2025 | Integrated Capital Management LLC | 6,758 | $645K | 0.3% | +1.6% | 0.008% | |
1/2/2025 | Somnio Financial Group LLC | 84,372 | $8.06M | 6.4% | +6.6% | 0.098% | |
12/26/2024 | JPMorgan Chase & Co. | 2,271,978 | $222.18M | 0.0% | -134.4% | 2.633% | |
12/19/2024 | Principal Financial Group Inc. | 15,612 | $1.53M | 0.0% | +5.8% | 0.018% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 14,104 | $1.38M | 0.0% | +4.1% | 0.016% | |
11/25/2024 | Synovus Financial Corp | 4,688 | $459K | 0.0% | N/A | 0.005% | |
11/25/2024 | Tidal Investments LLC | 15,822 | $1.54M | 0.0% | +27.9% | 0.018% | |
11/25/2024 | World Investment Advisors LLC | 23,325 | $2.28M | 0.1% | +978.9% | 0.027% | |
11/25/2024 | Sanctuary Advisors LLC | 48,207 | $4.66M | 0.0% | +16.1% | 0.059% | |
11/20/2024 | Westside Investment Management Inc. | 6,742 | $659K | 0.1% | +5.8% | 0.008% | |
11/19/2024 | Barclays PLC | 17,900 | $1.75M | 0.0% | -49.3% | 0.021% | |
11/18/2024 | TD Private Client Wealth LLC | 2,898 | $283K | 0.0% | +63.2% | 0.004% | |
11/18/2024 | Virtue Capital Management LLC | 17,700 | $1.73M | 0.3% | +1.2% | 0.022% | |
11/18/2024 | Coldstream Capital Management Inc. | 3,920 | $383K | 0.0% | -10.5% | 0.005% | |
11/15/2024 | MidWestOne Financial Group Inc. | 13,128 | $1.28M | 0.2% | +18.5% | 0.016% | |
11/15/2024 | Brophy Wealth Management LLC | 11,051 | $1.08M | 0.4% | N/A | 0.013% | |
11/15/2024 | Barclays PLC | 17,900 | $1.75M | 0.0% | -49.3% | 0.022% | |
11/15/2024 | Continuum Advisory LLC | 1,679 | $162K | 0.0% | +254.2% | 0.002% | |
11/15/2024 | SGL Investment Advisors Inc. | 6,357 | $613K | 0.3% | N/A | 0.008% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 35,333 | $3.46M | 0.0% | +57.5% | 0.043% | |
11/15/2024 | MML Investors Services LLC | 139,792 | $13.67M | 0.0% | +1.6% | 0.170% | |
11/15/2024 | Orion Portfolio Solutions LLC | 3,709 | $363K | 0.0% | -17.7% | 0.004% | |
11/15/2024 | World Investment Advisors LLC | 1,966,093 | $192.26M | 1.1% | +90,838.6% | 2.384% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 4,015 | $367K | 0.0% | +7.1% | 0.005% | |
11/15/2024 | State Street Corp | 10,294,532 | $1.01B | 0.0% | -11.1% | 12.483% | |
11/15/2024 | Stifel Financial Corp | 112,136 | $10.97M | 0.0% | +2.9% | 0.136% | |
11/15/2024 | SageView Advisory Group LLC | 14,344 | $1.40M | 0.1% | -14.3% | 0.017% | |
11/15/2024 | Red Wave Investments LLC | 27,006 | $2.64M | 0.9% | -7.2% | 0.033% | |
11/15/2024 | Point72 Asset Management L.P. | 20,000 | $1.96M | 0.0% | N/A | 0.024% | |
11/15/2024 | IHT Wealth Management LLC | 3,895 | $380K | 0.0% | +39.7% | 0.005% | |
11/15/2024 | Integrated Wealth Concepts LLC | 37,635 | $3.68M | 0.0% | -51.1% | 0.046% | |
11/15/2024 | HighTower Advisors LLC | 35,059 | $3.42M | 0.0% | -31.9% | 0.043% | |
11/15/2024 | Hilltop Holdings Inc. | 18,573 | $1.82M | 0.1% | +63.4% | 0.023% | |
11/15/2024 | Aristotle Pacific Capital LLC | 879,954 | $86.05M | 24.7% | +26.5% | 1.067% | |
11/15/2024 | Ascent Group LLC | 17,720 | $1.73M | 0.1% | -19.8% | 0.021% | |
11/15/2024 | Benjamin Edwards Inc. | 68,278 | $6.68M | 0.1% | N/A | 0.083% | |
11/14/2024 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 595,492 | $58.23M | 0.3% | -46.4% | 0.722% | |
11/14/2024 | Edgestream Partners L.P. | 34,154 | $3.34M | 0.1% | N/A | 0.041% | |
11/14/2024 | Captrust Financial Advisors | 26,389 | $2.58M | 0.0% | -1.9% | 0.032% | |
11/14/2024 | Capstone Investment Advisors LLC | 96,701 | $9.46M | 0.0% | -43.3% | 0.117% | |
11/14/2024 | Rockefeller Capital Management L.P. | 19,614 | $1.92M | 0.0% | +14.6% | 0.024% | |
11/14/2024 | Financial Counselors Inc. | 3,475 | $340K | 0.0% | -33.0% | 0.004% | |
11/14/2024 | Noesis Capital Mangement Corp | 7,003 | $685K | 0.1% | -7.4% | 0.008% | |
11/14/2024 | CreativeOne Wealth LLC | 14,578 | $1.43M | 0.0% | -10.0% | 0.018% | |
11/13/2024 | Freedom Investment Management Inc. | 11,051 | $1.08M | 0.1% | -11.8% | 0.013% | |
11/13/2024 | Townsquare Capital LLC | 214,549 | $20.98M | 0.3% | -5.9% | 0.260% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 9,455 | $925K | 0.1% | -7.3% | 0.011% | |
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11/13/2024 | BNP Paribas Financial Markets | 776,841 | $75.97M | 0.1% | +401.4% | 0.942% | |
11/13/2024 | FMR LLC | 439 | $43K | 0.0% | -54.4% | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 35,600 | $3.48M | 0.0% | +2.7% | 0.043% | |
11/13/2024 | The Manufacturers Life Insurance Company | 349,774 | $34.20M | 0.0% | +7.4% | 0.424% | |
11/13/2024 | Bank of Montreal Can | 54,119 | $5.29M | 0.0% | +9.0% | 0.066% | |
11/13/2024 | Private Trust Co. NA | 5,076 | $496K | 0.0% | +30.1% | 0.006% | |
11/13/2024 | Truvestments Capital LLC | 375 | $37K | 0.0% | N/A | 0.000% | |
11/13/2024 | Loomis Sayles & Co. L P | 221,346 | $21.65M | 0.0% | +0.8% | 0.268% | |
11/12/2024 | Larson Financial Group LLC | 33,689 | $3.29M | 0.2% | -4.7% | 0.042% | |
11/12/2024 | Cerity Partners LLC | 25,167 | $2.46M | 0.0% | -27.8% | 0.031% | |