2/18/2025 | Fourth Dimension Wealth LLC | 75,853 | $3.46M | 1.8% | N/A | 0.093% | |
2/17/2025 | Strive Asset Management LLC | 53,267 | $2.43M | 1.8% | N/A | 0.065% | |
2/17/2025 | Evensky & Katz LLC | 58,953 | $2.69M | 0.2% | +3.2% | 0.072% | |
2/17/2025 | Ameriprise Financial Inc. | 238,167 | $10.88M | 0.0% | +10.0% | 0.291% | |
2/14/2025 | Tudor Investment Corp ET AL | 8,914 | $407K | 0.0% | N/A | 0.011% | |
2/14/2025 | Betterment LLC | 7,087,899 | $323.35M | 0.8% | +3.5% | 8.670% | |
2/14/2025 | Integrated Wealth Concepts LLC | 28,444 | $1.30M | 0.0% | +40.4% | 0.035% | |
2/14/2025 | IHT Wealth Management LLC | 12,550 | $573K | 0.0% | -41.6% | 0.015% | |
2/14/2025 | Goodman Advisory Group LLC | 37,662 | $1.72M | 0.5% | -1.9% | 0.046% | |
2/13/2025 | United Capital Financial Advisors LLC | 39,651 | $1.81M | 0.0% | +0.8% | 0.049% | |
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2/13/2025 | Oarsman Capital Inc. | 650 | $30K | 0.0% | -47.2% | 0.001% | |
2/12/2025 | OLD Mission Capital LLC | 6,934 | $316K | 0.0% | N/A | 0.008% | |
2/12/2025 | CIBC Private Wealth Group LLC | 20,120 | $916K | 0.0% | -2.4% | 0.025% | |
2/12/2025 | JPMorgan Chase & Co. | 524,216 | $23.92M | 0.0% | -1.5% | 0.641% | |
2/11/2025 | 1620 Investment Advisors Inc. | 4,638 | $212K | 0.2% | -23.8% | 0.006% | |
2/11/2025 | TD Private Client Wealth LLC | 186,542 | $8.51M | 0.2% | +31.8% | 0.228% | |
2/11/2025 | Lee Danner & Bass Inc. | 783 | $36K | 0.0% | N/A | 0.001% | |
2/10/2025 | Farther Finance Advisors LLC | 5,407 | $247K | 0.0% | -13.6% | 0.007% | |
2/7/2025 | Fairway Wealth LLC | 5,325 | $243K | 0.1% | +6.1% | 0.006% | |
2/6/2025 | One Capital Management LLC | 524,300 | $23.92M | 0.8% | -12.0% | 0.637% | |
2/6/2025 | Cullen Frost Bankers Inc. | 94,053 | $4.29M | 0.1% | -26.1% | 0.114% | |
2/6/2025 | Jones Financial Companies Lllp | 1,198 | $55K | 0.0% | +42.8% | 0.001% | |
2/5/2025 | Fisher Asset Management LLC | 3,399,619 | $155.09M | 0.1% | -4.2% | 4.128% | |
2/5/2025 | Private Trust Co. NA | 23,880 | $1.09M | 0.1% | +3.8% | 0.029% | |
2/4/2025 | Transcendent Capital Group LLC | 18,594 | $848K | 0.4% | -10.6% | 0.023% | |
2/4/2025 | Crestwood Advisors Group LLC | 168,137 | $7.67M | 0.1% | -0.2% | 0.204% | |
2/3/2025 | First Horizon Advisors Inc. | 10,744 | $490K | 0.0% | +50.8% | 0.013% | |
1/30/2025 | L.M. Kohn & Company | 6,250 | $285K | 0.1% | -18.0% | 0.007% | |
1/24/2025 | Richardson Financial Services Inc. | 8,262 | $377K | 0.3% | -3.8% | 0.010% | |
1/23/2025 | Crews Bank & Trust | 10,843 | $495K | 0.1% | N/A | 0.013% | |
1/23/2025 | Hanson & Doremus Investment Management | 4,625 | $211K | 0.0% | -7.0% | 0.006% | |
1/23/2025 | Strategic Blueprint LLC | 5,939 | $271K | 0.0% | N/A | 0.007% | |
1/17/2025 | Janney Montgomery Scott LLC | 6,719 | $307K | 0.0% | N/A | 0.008% | |
1/17/2025 | Park Place Capital Corp | 1,004 | $46K | 0.0% | -56.3% | 0.001% | |
1/17/2025 | Beaumont Financial Advisors LLC | 8,546 | $390K | 0.0% | +3.8% | 0.011% | |
1/13/2025 | AdvisorNet Financial Inc | 8,956 | $409K | 0.0% | +6.3% | 0.011% | |
1/10/2025 | ST Germain D J Co. Inc. | 33,135 | $1.51M | 0.1% | -6.7% | 0.042% | |
1/3/2025 | GAMMA Investing LLC | 8,646 | $394K | 0.0% | +49.2% | 0.011% | |
1/3/2025 | Versant Capital Management Inc | 94,576 | $4.32M | 0.9% | -1.3% | 0.120% | |
12/26/2024 | JPMorgan Chase & Co. | 532,139 | $24.92M | 0.0% | -26.4% | 0.674% | |
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11/18/2024 | TD Private Client Wealth LLC | 141,532 | $6.63M | 0.2% | +1.7% | 0.185% | |
11/15/2024 | IHT Wealth Management LLC | 21,495 | $1.01M | 0.0% | +15.9% | 0.028% | |
11/13/2024 | Fisher Asset Management LLC | 3,548,891 | $166.20M | 0.1% | -11.5% | 4.606% | |
11/12/2024 | Icon Wealth Advisors LLC | 4,566 | $214K | 0.0% | -42.5% | 0.006% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 7,342 | $344K | 0.0% | -17.8% | 0.010% | |
11/2/2024 | Transcendent Capital Group LLC | 20,801 | $974K | 0.5% | -11.0% | 0.027% | |
10/30/2024 | Crestwood Advisors Group LLC | 168,541 | $7.89M | 0.2% | -9.6% | 0.219% | |
10/24/2024 | Richardson Financial Services Inc. | 8,591 | $394K | 0.2% | +8.2% | 0.011% | |
10/24/2024 | Arkadios Wealth Advisors | 6,875 | $322K | 0.0% | N/A | 0.009% | |
10/18/2024 | ST Germain D J Co. Inc. | 35,520 | $1.66M | 0.1% | -0.8% | 0.046% | |
10/8/2024 | Evensky & Katz LLC | 57,133 | $2.68M | 0.2% | -11.7% | 0.074% | |
10/8/2024 | Park Place Capital Corp | 2,299 | $108K | 0.0% | +17.4% | 0.003% | |
10/8/2024 | Versant Capital Management Inc | 95,817 | $4.49M | 1.0% | -1.2% | 0.123% | |
10/7/2024 | GAMMA Investing LLC | 5,794 | $271K | 0.0% | +20.8% | 0.007% | |
8/16/2024 | Goodman Advisory Group LLC | 38,383 | $1.76M | 0.5% | -5.5% | 0.050% | |
8/12/2024 | Richardson Financial Services Inc. | 7,942 | $363K | 0.3% | -17.2% | 0.010% | |
8/9/2024 | One Capital Management LLC | 615,940 | $28.18M | 1.0% | -7.5% | 0.791% | |
8/8/2024 | Hardin Capital Partners LLC | 4,846 | $229K | 0.2% | N/A | 0.006% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 8,075 | $369K | 0.0% | -33.2% | 0.010% | |
8/6/2024 | Cullen Frost Bankers Inc. | 157,393 | $7.20M | 0.1% | -54.4% | 0.204% | |
8/1/2024 | Crestwood Advisors Group LLC | 186,447 | $8.53M | 0.2% | -4.1% | 0.241% | |
7/31/2024 | Farther Finance Advisors LLC | 6,335 | $289K | 0.0% | +20.4% | 0.008% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 4,021 | $184K | 0.0% | +12.2% | 0.005% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 148,407 | $6.79M | 0.0% | +5.6% | 0.193% | |
7/26/2024 | Evensky & Katz LLC | 64,725 | $2.96M | 0.2% | -10.0% | 0.084% | |
7/26/2024 | Salomon & Ludwin LLC | 791 | $36K | 0.0% | -43.7% | 0.001% | |
7/24/2024 | Transcendent Capital Group LLC | 23,360 | $1.07M | 0.6% | -1.1% | 0.030% | |
7/23/2024 | 1620 Investment Advisors Inc. | 6,088 | $279K | 0.2% | -11.6% | 0.008% | |
7/17/2024 | AdvisorNet Financial Inc | 8,477 | $388K | 0.0% | -11.2% | 0.011% | |
7/15/2024 | Fifth Third Securities Inc. | 52,963 | $2.42M | 0.2% | +4.4% | 0.068% | |
7/9/2024 | Lynx Investment Advisory | 1,366 | $63K | 0.0% | N/A | 0.002% | |
7/8/2024 | ST Germain D J Co. Inc. | 35,820 | $1.64M | 0.1% | -21.4% | 0.047% | |
7/8/2024 | Versant Capital Management Inc | 96,936 | $4.44M | 1.1% | +1.2% | 0.126% | |
7/2/2024 | GAMMA Investing LLC | 4,798 | $220K | 0.0% | +59.2% | 0.006% | |
7/2/2024 | Park Place Capital Corp | 1,959 | $90K | 0.0% | +127.5% | 0.003% | |
5/17/2024 | Comerica Bank | 152,099 | $7.07M | 0.0% | +0.8% | 0.196% | |
5/15/2024 | Transcendent Capital Group LLC | 23,608 | $1.10M | 0.6% | +3.8% | 0.030% | |
5/14/2024 | OLD Mission Capital LLC | 148,743 | $6.91M | 0.1% | +10.4% | 0.192% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 12,090 | $562K | 0.0% | -13.0% | 0.016% | |
5/8/2024 | Advisors Preferred LLC | 222,840 | $10.30M | 1.7% | -13.8% | 0.288% | |
5/4/2024 | Richardson Financial Services Inc. | 9,588 | $446K | 0.3% | -10.5% | 0.012% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 3,583 | $167K | 0.0% | -19.1% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,104 | $284K | 0.0% | +4.2% | 0.008% | |
4/30/2024 | SWS Partners | 92,518 | $4.30M | 1.3% | +4.1% | 0.120% | |
4/25/2024 | Summit Financial LLC | 5,000 | $232K | 0.0% | -19.4% | 0.006% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 140,566 | $6.53M | 0.0% | +8.6% | 0.184% | |
4/24/2024 | Private Trust Co. NA | 22,901 | $1.06M | 0.1% | +1.3% | 0.030% | |
4/18/2024 | Fifth Third Securities Inc. | 50,750 | $2.36M | 0.2% | +7.7% | 0.067% | |
4/8/2024 | Evensky & Katz LLC | 71,934 | $3.34M | 0.2% | +11.0% | 0.092% | |
4/3/2024 | Versant Capital Management Inc | 95,802 | $4.45M | 1.3% | -2.0% | 0.123% | |
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4/2/2024 | ST Germain D J Co. Inc. | 45,561 | $2.12M | 0.1% | -1.6% | 0.058% | |
3/5/2024 | Fisher Asset Management LLC | 4,076,048 | $191.57M | 0.1% | -2.1% | 5.270% | |
3/4/2024 | Richardson Financial Services Inc. | 10,708 | $503K | 0.4% | N/A | 0.014% | |
3/1/2024 | Transcendent Capital Group LLC | 22,735 | $1.07M | 0.7% | N/A | 0.029% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 4,925 | $232K | 0.0% | +209.4% | 0.006% | |
2/13/2024 | SWS Partners | 88,887 | $4.18M | 1.4% | +44.5% | 0.116% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,102 | $52K | 0.0% | N/A | 0.001% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 13,900 | $653K | 0.1% | +110.8% | 0.018% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 8,344 | $392K | 0.0% | +9.7% | 0.011% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 129,426 | $6.08M | 0.0% | +17.4% | 0.169% | |