1/21/2025 | First Citizens Bank & Trust Co. | 5,462 | $234K | 0.0% | -24.9% | 0.019% | |
1/21/2025 | Rappaport Reiches Capital Management LLC | 75,189 | $3.23M | 0.8% | -1.2% | 0.265% | |
1/21/2025 | RFG Advisory LLC | 20,679 | $887K | 0.0% | +4.8% | 0.073% | |
1/21/2025 | Brighton Jones LLC | 355,538 | $15.25M | 0.4% | +65.3% | 1.252% | |
1/17/2025 | XML Financial LLC | 116,980 | $5.02M | 0.5% | -7.6% | 0.412% | |
1/17/2025 | Aspire Private Capital LLC | 14,059 | $603K | 0.1% | +8.2% | 0.050% | |
1/15/2025 | Moss Adams Wealth Advisors LLC | 46,723 | $2.00M | 0.2% | +3.3% | 0.165% | |
1/15/2025 | Brand Asset Management Group Inc. | 19,870 | $852K | 0.3% | +2.1% | 0.070% | |
1/15/2025 | Total Wealth Planning LLC | 33,194 | $1.42M | 0.2% | -2.1% | 0.117% | |
1/14/2025 | MPS Loria Financial Planners LLC | 10,664 | $457K | 0.1% | +2.9% | 0.038% | |
|
1/14/2025 | Park Avenue Securities LLC | 62,422 | $2.68M | 0.0% | +6.3% | 0.220% | |
1/14/2025 | Fiduciary Financial Group LLC | 24,359 | $1.01M | 0.2% | +2.8% | 0.086% | |
1/13/2025 | Envision Financial LLC | 10,574 | $454K | 0.4% | N/A | 0.037% | |
1/6/2025 | Boltwood Capital Management | 20,490 | $879K | 0.3% | +4.3% | 0.072% | |
12/26/2024 | JPMorgan Chase & Co. | 3,922 | $186K | 0.0% | -7.1% | 0.014% | |
11/20/2024 | Virtu Financial LLC | 6,206 | $295K | 0.0% | +29.1% | 0.022% | |
11/19/2024 | Barclays PLC | 25,981 | $1.24M | 0.0% | -4.7% | 0.091% | |
11/15/2024 | M&T Bank Corp | 71,159 | $3.38M | 0.0% | -15.9% | 0.251% | |
11/15/2024 | Barclays PLC | 25,981 | $1.24M | 0.0% | -4.7% | 0.091% | |
11/15/2024 | MML Investors Services LLC | 95,170 | $4.52M | 0.0% | +2.2% | 0.335% | |
11/15/2024 | Orion Portfolio Solutions LLC | 13,174 | $626K | 0.0% | -3.0% | 0.046% | |
11/15/2024 | Jane Street Group LLC | 146,029 | $6.94M | 0.0% | +201.1% | 0.514% | |
11/15/2024 | State Street Corp | 5,432,206 | $258.19M | 0.0% | -7.1% | 19.127% | |
11/15/2024 | HighTower Advisors LLC | 117,394 | $5.58M | 0.0% | -12.4% | 0.413% | |
11/14/2024 | Flow Traders U.S. LLC | 44,892 | $2.13M | 0.1% | N/A | 0.158% | |
11/13/2024 | Glenmede Trust Co. NA | 840,807 | $39.96M | 0.2% | -1.7% | 2.961% | |
11/13/2024 | FMR LLC | 1,245 | $59K | 0.0% | +576.6% | 0.004% | |
11/12/2024 | Jim Saulnier & Associates LLC | 5,250 | $250K | 0.3% | N/A | 0.018% | |
11/12/2024 | Cerity Partners LLC | 260,836 | $12.40M | 0.0% | +5.6% | 0.918% | |
11/12/2024 | Great Valley Advisor Group Inc. | 26,074 | $1.24M | 0.0% | +4.2% | 0.092% | |
11/12/2024 | Nicolet Advisory Services LLC | 8,677 | $405K | 0.0% | -7.5% | 0.031% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 16,617 | $790K | 0.0% | +177.1% | 0.059% | |
11/8/2024 | BIP Wealth LLC | 33,648 | $1.60M | 0.1% | -1.5% | 0.118% | |
11/7/2024 | Joseph Group Capital Management | 1,210 | $58K | 0.0% | -18.7% | 0.004% | |
11/7/2024 | Phillips Financial Management LLC | 5,469 | $260K | 0.0% | +15.1% | 0.019% | |
11/6/2024 | Natixis Advisors LLC | 69,341 | $3.30M | 0.0% | -1.0% | 0.244% | |
11/6/2024 | Lifeworks Advisors LLC | 7,106 | $338K | 0.1% | N/A | 0.025% | |
11/5/2024 | Harbour Investments Inc. | 6,557 | $312K | 0.0% | +5.9% | 0.023% | |
11/2/2024 | XML Financial LLC | 126,572 | $6.02M | 0.6% | +5.9% | 0.446% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 6,967 | $331K | 0.1% | -7.2% | 0.025% | |
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10/31/2024 | Walkner Condon Financial Advisors LLC | 28,806 | $1.37M | 0.3% | N/A | 0.101% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 135,782 | $6.45M | 0.3% | +0.4% | 0.478% | |
10/30/2024 | FSM Wealth Advisors LLC | 78,451 | $3.73M | 1.0% | -59.6% | 0.276% | |
10/29/2024 | Brooklyn FI LLC | 45,108 | $2.14M | 0.8% | -5.3% | 0.159% | |
10/29/2024 | Farther Finance Advisors LLC | 1,855 | $88K | 0.0% | N/A | 0.007% | |
10/28/2024 | Addis & Hill Inc | 112,770 | $5.36M | 4.1% | +0.3% | 0.397% | |
10/28/2024 | Hills Bank & Trust Co | 204,596 | $9.72M | 0.7% | -1.1% | 0.720% | |
10/28/2024 | US Bancorp DE | 91,203 | $4.34M | 0.0% | +2.5% | 0.321% | |
10/25/2024 | JFS Wealth Advisors LLC | 103,368 | $4.91M | 0.3% | -1.2% | 0.364% | |
10/25/2024 | Integrated Advisors Network LLC | 9,662 | $459K | 0.0% | -19.6% | 0.034% | |
10/24/2024 | Old Port Advisors | 4,526 | $215K | 0.1% | -10.3% | 0.016% | |
10/24/2024 | J.W. Cole Advisors Inc. | 8,925 | $424K | 0.0% | +7.3% | 0.031% | |
10/24/2024 | Modera Wealth Management LLC | 211,146 | $10.04M | 0.1% | -4.2% | 0.743% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 28,575 | $1.36M | 0.0% | -2.0% | 0.101% | |
10/24/2024 | Consolidated Portfolio Review Corp | 7,394 | $351K | 0.1% | -8.8% | 0.026% | |
10/23/2024 | Brighton Jones LLC | 215,056 | $10.22M | 0.4% | -27.0% | 0.757% | |
10/22/2024 | International Assets Investment Management LLC | 156,646 | $7.45M | 0.0% | +6,089.1% | 0.552% | |
10/22/2024 | Courier Capital LLC | 16,123 | $766K | 0.1% | N/A | 0.057% | |
10/22/2024 | Private Advisor Group LLC | 16,206 | $770K | 0.0% | -9.7% | 0.057% | |
10/22/2024 | Waldron Private Wealth LLC | 194,741 | $9.26M | 0.4% | -1.8% | 0.686% | |
10/18/2024 | Raymond James & Associates | 311,584 | $14.81M | 0.0% | -2.6% | 1.097% | |
10/18/2024 | First Citizens Bank & Trust Co. | 7,270 | $346K | 0.0% | -36.9% | 0.026% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 45,217 | $2.15M | 0.2% | +6.2% | 0.159% | |
10/16/2024 | Orin Green Financial LLC | 100,647 | $4.78M | 2.1% | +0.6% | 0.354% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 86,656 | $3.98M | 0.3% | N/A | 0.305% | |
10/11/2024 | Creative Planning | 16,362 | $778K | 0.0% | -7.6% | 0.058% | |
10/10/2024 | Total Wealth Planning LLC | 33,904 | $1.61M | 0.3% | -9.1% | 0.119% | |
10/10/2024 | Simplicity Wealth LLC | 14,806 | $704K | 0.1% | -45.6% | 0.052% | |
10/10/2024 | Fiduciary Financial Group LLC | 23,707 | $1.09M | 0.3% | -9.5% | 0.083% | |
10/9/2024 | Rappaport Reiches Capital Management LLC | 76,124 | $3.62M | 1.0% | -1.5% | 0.268% | |
10/8/2024 | CWM LLC | 3,240 | $154K | 0.0% | -50.3% | 0.011% | |
10/5/2024 | Quent Capital LLC | 332,715 | $15.81M | 1.6% | +4.3% | 1.172% | |
10/3/2024 | Park Avenue Securities LLC | 58,695 | $2.79M | 0.0% | +4.3% | 0.207% | |
10/2/2024 | Boltwood Capital Management | 19,645 | $934K | 0.3% | +2.6% | 0.069% | |
10/2/2024 | Abacus Planning Group Inc. | 33,253 | $1.58M | 0.3% | -2.5% | 0.117% | |
8/22/2024 | Cetera Investment Advisers | 43,869 | $1.82M | 0.0% | +1.3% | 0.154% | |
8/21/2024 | Truist Financial Corp | 10,349 | $430K | 0.0% | +5.9% | 0.036% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 23,793 | $988K | 0.0% | -14.4% | 0.084% | |
8/16/2024 | Creative Planning | 17,716 | $736K | 0.0% | -6.3% | 0.062% | |
8/15/2024 | Arkos Global Advisors | 17,689 | $735K | 0.1% | -18.8% | 0.062% | |
8/15/2024 | Matrix Private Capital Group LLC | 21,729 | $902K | 0.6% | -27.4% | 0.077% | |
8/14/2024 | Bank of Montreal Can | 11,280 | $469K | 0.0% | +25.0% | 0.040% | |
8/13/2024 | AE Wealth Management LLC | 7,107 | $295K | 0.0% | -3.3% | 0.025% | |
8/13/2024 | Joseph Group Capital Management | 1,488 | $62K | 0.0% | -42.9% | 0.005% | |
8/12/2024 | Brighton Jones LLC | 294,491 | $12.23M | 0.4% | +1.3% | 1.037% | |
8/12/2024 | Hsbc Holdings PLC | 368,752 | $15.31M | 0.0% | -2.3% | 1.298% | |
8/12/2024 | Blair William & Co. IL | 49,432 | $2.05M | 0.0% | -11.2% | 0.174% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 139,509 | $5.79M | 0.0% | +333.0% | 0.491% | |
8/9/2024 | DHK Financial Advisors Inc. | 24,816 | $1.03M | 0.7% | -33.8% | 0.087% | |
8/9/2024 | One Capital Management LLC | 128,927 | $5.35M | 0.2% | -42.2% | 0.454% | |
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8/9/2024 | CBIZ Investment Advisory Services LLC | 630 | $26K | 0.0% | +108.6% | 0.002% | |
8/8/2024 | Hoge Financial Services LLC | 9,729 | $404K | 0.3% | -15.6% | 0.034% | |
8/8/2024 | J.W. Cole Advisors Inc. | 8,320 | $346K | 0.0% | +8.7% | 0.029% | |
8/8/2024 | Envestnet Asset Management Inc. | 428,848 | $17.81M | 0.0% | -8.6% | 1.510% | |
8/8/2024 | HHM Wealth Advisors LLC | 38,600 | $1.60M | 0.2% | -1.6% | 0.136% | |
8/7/2024 | Brooklyn FI LLC | 47,612 | $1.98M | 0.8% | +24.0% | 0.168% | |
8/6/2024 | Savant Capital LLC | 27,348 | $1.14M | 0.0% | -4.5% | 0.096% | |
8/5/2024 | Private Advisor Group LLC | 17,952 | $746K | 0.0% | -30.0% | 0.063% | |
8/2/2024 | Larson Financial Group LLC | 3,516 | $146K | 0.0% | -20.5% | 0.012% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 13,822 | $574K | 0.3% | -3.3% | 0.049% | |