2/19/2025 | Columbia River Financial Group LLC | 47,462 | $2.25M | 1.5% | N/A | 0.064% | |
2/17/2025 | Studio Investment Management LLC | 74,502 | $3.53M | 0.8% | -15.4% | 0.101% | |
2/17/2025 | Captrust Financial Advisors | 31,647 | $1.50M | 0.0% | -12.3% | 0.043% | |
2/17/2025 | BNP Paribas Financial Markets | 1,105 | $52K | 0.0% | -89.2% | 0.002% | |
2/17/2025 | Ameriprise Financial Inc. | 206,634 | $9.83M | 0.0% | -0.4% | 0.281% | |
2/14/2025 | Betterment LLC | 577,819 | $27.38M | 0.1% | -36.0% | 0.786% | |
2/13/2025 | United Capital Financial Advisors LLC | 2,455,065 | $116.35M | 1.0% | -2.8% | 3.338% | |
2/13/2025 | Keystone Financial Group | 143,619 | $6.81M | 0.7% | N/A | 0.195% | |
2/13/2025 | Hurlow Wealth Management Group Inc. | 35,608 | $1.69M | 0.5% | +11.5% | 0.048% | |
2/12/2025 | Summit Financial LLC | 11,380 | $539K | 0.0% | N/A | 0.015% | |
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2/12/2025 | JPMorgan Chase & Co. | 610,086 | $28.91M | 0.0% | +11.3% | 0.829% | |
2/11/2025 | TD Private Client Wealth LLC | 259,052 | $12.28M | 0.3% | +13.7% | 0.352% | |
2/11/2025 | Grey Fox Wealth Advisors LLC | 35,988 | $1.71M | 0.5% | -1.6% | 0.049% | |
2/10/2025 | Parallel Advisors LLC | 19,973 | $947K | 0.0% | +194.1% | 0.027% | |
2/10/2025 | Whitegate Investment Counselors Inc. | 23,592 | $1.12M | 0.4% | -1.7% | 0.032% | |
2/10/2025 | Farther Finance Advisors LLC | 168,723 | $8.00M | 0.3% | -11.6% | 0.229% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 6,121 | $290K | 0.0% | -28.1% | 0.008% | |
2/6/2025 | One Capital Management LLC | 32,148 | $1.52M | 0.1% | -4.3% | 0.044% | |
2/6/2025 | Cullen Frost Bankers Inc. | 150,641 | $7.14M | 0.1% | -14.5% | 0.205% | |
2/6/2025 | Jones Financial Companies Lllp | 8,141 | $386K | 0.0% | +52.0% | 0.011% | |
2/4/2025 | Transcendent Capital Group LLC | 13,001 | $616K | 0.3% | -32.7% | 0.018% | |
2/4/2025 | Crestwood Advisors Group LLC | 63,348 | $3.00M | 0.1% | +27.5% | 0.086% | |
2/4/2025 | Wealthspire Advisors LLC | 15,762 | $747K | 0.0% | +7.5% | 0.021% | |
2/3/2025 | First Horizon Advisors Inc. | 10,261 | $486K | 0.0% | +55.7% | 0.014% | |
1/31/2025 | Sierra Ocean LLC | 7,598 | $360K | 0.3% | N/A | 0.010% | |
1/29/2025 | Leavell Investment Management Inc. | 10,305 | $488K | 0.0% | -19.5% | 0.014% | |
1/29/2025 | Quent Capital LLC | 1,332,475 | $63.15M | 6.5% | +21.1% | 1.807% | |
1/28/2025 | Farmers & Merchants Investments Inc. | 2,422 | $115K | 0.0% | +7,468.8% | 0.003% | |
1/27/2025 | Meritage Portfolio Management | 33,526 | $1.59M | 0.1% | -11.3% | 0.045% | |
1/24/2025 | Richardson Financial Services Inc. | 3,366 | $160K | 0.1% | -29.4% | 0.005% | |
1/23/2025 | Hunter Associates Investment Management LLC | 109,807 | $5.20M | 0.8% | -9.9% | 0.149% | |
1/23/2025 | Crews Bank & Trust | 14,852 | $704K | 0.1% | N/A | 0.020% | |
1/23/2025 | Strategic Blueprint LLC | 13,493 | $639K | 0.0% | +5.6% | 0.018% | |
1/22/2025 | Parkside Investments LLC | 20,475 | $970K | 0.1% | -3.5% | 0.028% | |
1/17/2025 | Avior Wealth Management LLC | 1,626 | $77K | 0.0% | +43.6% | 0.002% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,932 | $518K | 0.0% | +24.5% | 0.015% | |
1/17/2025 | Janney Capital Management LLC | 59,627 | $2.83M | 0.2% | -5.7% | 0.080% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 33,081 | $1.57M | 0.0% | +22.9% | 0.044% | |
1/14/2025 | Pinnacle Bancorp Inc. | 1,726 | $82K | 0.0% | +25.3% | 0.002% | |
1/10/2025 | ST Germain D J Co. Inc. | 52,313 | $2.48M | 0.1% | -5.4% | 0.069% | |
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1/10/2025 | First International Bank & Trust | 54,612 | $2.59M | 0.8% | -2.5% | 0.072% | |
1/3/2025 | GAMMA Investing LLC | 23,769 | $1.13M | 0.1% | +24.9% | 0.031% | |
1/3/2025 | Versant Capital Management Inc | 25,543 | $1.21M | 0.3% | +21.6% | 0.034% | |
1/2/2025 | Confluence Investment Management LLC | 48,745 | $2.31M | 0.0% | -41.5% | 0.064% | |
12/26/2024 | JPMorgan Chase & Co. | 548,171 | $26.39M | 0.0% | -5.8% | 0.720% | |
11/14/2024 | Captrust Financial Advisors | 36,106 | $1.74M | 0.0% | -33.5% | 0.047% | |
11/13/2024 | BNP Paribas Financial Markets | 10,228 | $492K | 0.0% | N/A | 0.013% | |
11/13/2024 | Rock Point Advisors LLC | 7,000 | $337K | 0.1% | -17.6% | 0.009% | |
11/12/2024 | Icon Wealth Advisors LLC | 10,085 | $485K | 0.0% | +38.7% | 0.013% | |
11/12/2024 | Studio Investment Management LLC | 88,112 | $4.24M | 0.9% | -1.6% | 0.114% | |
11/8/2024 | Avior Wealth Management LLC | 1,132 | $54K | 0.0% | N/A | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 295,792 | $14.24M | 0.2% | -5.0% | 0.382% | |
11/4/2024 | Meritage Portfolio Management | 37,788 | $1.82M | 0.1% | -8.2% | 0.049% | |
11/2/2024 | Transcendent Capital Group LLC | 19,304 | $929K | 0.5% | -22.3% | 0.025% | |
11/1/2024 | Leavell Investment Management Inc. | 12,805 | $616K | 0.0% | -3.8% | 0.017% | |
10/31/2024 | Confluence Investment Management LLC | 83,338 | $4.01M | 0.1% | +4.4% | 0.107% | |
10/30/2024 | Crestwood Advisors Group LLC | 49,675 | $2.39M | 0.0% | -8.5% | 0.064% | |
10/29/2024 | Farther Finance Advisors LLC | 190,883 | $9.19M | 0.3% | -7.1% | 0.246% | |
10/25/2024 | Strategic Blueprint LLC | 12,775 | $615K | 0.0% | +5.1% | 0.016% | |
10/24/2024 | Hunter Associates Investment Management LLC | 121,807 | $5.86M | 0.9% | -1.5% | 0.156% | |
10/24/2024 | Richardson Financial Services Inc. | 4,765 | $226K | 0.1% | +42.3% | 0.006% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 36,591 | $1.76M | 0.5% | -4.5% | 0.047% | |
10/18/2024 | ST Germain D J Co. Inc. | 55,297 | $2.66M | 0.1% | -3.1% | 0.071% | |
10/11/2024 | Sunflower Bank N.A. | 15,679 | $755K | 0.2% | -14.0% | 0.021% | |
10/8/2024 | Evensky & Katz LLC | 11,305 | $544K | 0.0% | -4.9% | 0.015% | |
10/8/2024 | Versant Capital Management Inc | 21,004 | $1.01M | 0.2% | -2.3% | 0.028% | |
10/7/2024 | GAMMA Investing LLC | 19,033 | $916K | 0.1% | +19.8% | 0.025% | |
10/5/2024 | First International Bank & Trust | 56,004 | $2.70M | 0.9% | -6.7% | 0.074% | |
10/5/2024 | Quent Capital LLC | 1,099,893 | $52.95M | 5.4% | +9.3% | 1.448% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 26,926 | $1.30M | 0.0% | +13,637.8% | 0.035% | |
8/14/2024 | EverSource Wealth Advisors LLC | 3,935 | $187K | 0.0% | +26.3% | 0.005% | |
8/12/2024 | Richardson Financial Services Inc. | 3,349 | $158K | 0.1% | -11.8% | 0.004% | |
8/9/2024 | One Capital Management LLC | 37,076 | $1.75M | 0.1% | -39.5% | 0.047% | |
8/9/2024 | Brown Brothers Harriman & Co. | 4,943 | $233K | 0.0% | N/A | 0.006% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 311,201 | $14.69M | 0.2% | -24.8% | 0.397% | |
8/8/2024 | Valley Wealth Managers Inc. | 1,583 | $75K | 0.0% | -23.1% | 0.002% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 8,509 | $402K | 0.0% | -17.5% | 0.011% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 12,554 | $592K | 0.0% | +46.8% | 0.016% | |
8/7/2024 | HCR Wealth Advisors | 5,500 | $260K | 0.0% | -45.0% | 0.007% | |
8/6/2024 | Cullen Frost Bankers Inc. | 178,876 | $8.44M | 0.1% | +3.0% | 0.228% | |
8/1/2024 | Crestwood Advisors Group LLC | 54,295 | $2.56M | 0.1% | -11.8% | 0.069% | |
8/1/2024 | Summit Financial LLC | 10,553 | $498K | 0.0% | -62.1% | 0.013% | |
7/31/2024 | Farther Finance Advisors LLC | 205,551 | $9.66M | 0.5% | -5.2% | 0.261% | |
7/30/2024 | Grey Fox Wealth Advisors LLC | 38,296 | $1.81M | 0.6% | +15.4% | 0.049% | |
7/29/2024 | ARK & TLK Investments LLC | 5,291 | $250K | 0.1% | +4.5% | 0.007% | |
7/27/2024 | Strategic Blueprint LLC | 12,150 | $573K | 0.0% | -15.6% | 0.015% | |
7/26/2024 | Evensky & Katz LLC | 11,885 | $561K | 0.0% | +2.7% | 0.015% | |
7/24/2024 | Transcendent Capital Group LLC | 24,850 | $1.17M | 0.7% | -1.0% | 0.031% | |
7/23/2024 | 1620 Investment Advisors Inc. | 600 | $28K | 0.0% | N/A | 0.001% | |
7/20/2024 | Continuum Advisory LLC | 12,158 | $574K | 0.1% | -9.2% | 0.015% | |
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7/15/2024 | Fifth Third Securities Inc. | 6,107 | $288K | 0.0% | +7.7% | 0.008% | |
7/11/2024 | Manning & Napier Advisors LLC | 5,862 | $277K | 0.0% | N/A | 0.007% | |
7/11/2024 | Symmetry Partners LLC | 255,658 | $12.06M | 0.6% | +74.9% | 0.319% | |
7/9/2024 | Trust Co. of Vermont | 1,175 | $55K | 0.0% | -85.1% | 0.001% | |
7/8/2024 | Quent Capital LLC | 1,006,169 | $47.48M | 5.2% | +15.3% | 1.255% | |
7/8/2024 | ST Germain D J Co. Inc. | 57,092 | $2.69M | 0.1% | -9.7% | 0.071% | |
7/8/2024 | Versant Capital Management Inc | 21,505 | $1.02M | 0.3% | +19.0% | 0.027% | |
7/3/2024 | First International Bank & Trust | 60,055 | $2.83M | 1.0% | +5.2% | 0.075% | |
7/2/2024 | Global Wealth Strategies & Associates | 915 | $43K | 0.0% | -96.1% | 0.001% | |
7/2/2024 | GAMMA Investing LLC | 15,889 | $750K | 0.1% | +32.2% | 0.020% | |