11/19/2024 | M&T Bank Corp | 160,859 | $10.13M | 0.0% | -0.9% | 0.024% | |
11/18/2024 | Soltis Investment Advisors LLC | 8,151 | $514K | 0.0% | +106.4% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 56,694 | $3.57M | 0.1% | -4.0% | 0.009% | |
11/18/2024 | Virtue Capital Management LLC | 19,041 | $1.20M | 0.2% | -5.5% | 0.003% | |
11/18/2024 | Continental Investors Services Inc. | 39,517 | $2.48M | 5.1% | -6.7% | 0.006% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 60,088 | $3.79M | 2.6% | +2.9% | 0.009% | |
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11/18/2024 | Unconventional Investor LLC | 34,642 | $2.18M | 1.4% | -7.0% | 0.005% | |
11/18/2024 | Coldstream Capital Management Inc. | 226,216 | $13.47M | 0.3% | +576.7% | 0.034% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 19,720 | $1.24M | 0.2% | +1.3% | 0.003% | |
11/15/2024 | Valued Retirements Inc. | 9,719 | $612K | 0.8% | N/A | 0.001% | |
11/15/2024 | 3Chopt Investment Partners LLC | 59,114 | $3.72M | 1.3% | +0.6% | 0.009% | |
11/15/2024 | Resources Management Corp CT ADV | 411 | $26K | 0.0% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 160,859 | $10.13M | 0.0% | -0.9% | 0.024% | |
11/15/2024 | Executive Wealth Management LLC | 8,464 | $533K | 0.0% | N/A | 0.001% | |
11/15/2024 | LRI Investments LLC | 32,440 | $1.91M | 0.2% | +4,362.2% | 0.005% | |
11/15/2024 | MML Investors Services LLC | 1,087,811 | $68.53M | 0.2% | +13.9% | 0.164% | |
11/15/2024 | Main Management LLC | 211,683 | $13.34M | 1.1% | +0.3% | 0.032% | |
11/15/2024 | Dunhill Financial LLC | 131,960 | $8.31M | 4.3% | -2.1% | 0.020% | |
11/15/2024 | Orion Portfolio Solutions LLC | 13,131 | $827K | 0.0% | -13.4% | 0.002% | |
11/15/2024 | Zacks Investment Management | 3,800 | $239K | 0.0% | -92.0% | 0.001% | |
11/15/2024 | National Bank of Canada FI | 489,715 | $30.85M | 0.0% | -48.8% | 0.074% | |
11/15/2024 | EP Wealth Advisors LLC | 25,942 | $1.63M | 0.0% | +24.4% | 0.004% | |
11/15/2024 | United Services Automobile Association | 1,127,975 | $71.06M | 1.8% | -0.6% | 0.170% | |
11/15/2024 | Jane Street Group LLC | 391,055 | $24.64M | 0.0% | -32.2% | 0.059% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 85,229 | $5.37M | 0.0% | +16.3% | 0.013% | |
11/15/2024 | Voya Financial Advisors Inc. | 1,414,305 | $89.64M | 9.7% | +1.9% | 0.213% | |
11/15/2024 | Wellington Management Group LLP | 6,324 | $398K | 0.0% | +3.8% | 0.001% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 3,220 | $203K | 0.0% | -48.3% | 0.000% | |
11/15/2024 | Stifel Financial Corp | 2,121,029 | $133.63M | 0.1% | +59.7% | 0.320% | |
11/15/2024 | Quantinno Capital Management LP | 22,774 | $1.44M | 0.0% | +94.6% | 0.003% | |
11/15/2024 | Miller Investment Management LP | 30,486 | $1.92M | 0.2% | -56.9% | 0.005% | |
11/15/2024 | IHT Wealth Management LLC | 4,642 | $292K | 0.0% | -24.2% | 0.001% | |
11/15/2024 | Ingalls & Snyder LLC | 3,303 | $208K | 0.0% | N/A | 0.000% | |
11/15/2024 | Integrated Wealth Concepts LLC | 125,346 | $7.90M | 0.1% | -11.4% | 0.019% | |
11/15/2024 | IronBridge Private Wealth LLC | 96,614 | $6.09M | 2.3% | -3.3% | 0.015% | |
11/15/2024 | Hall Kathryn A. | 33,673 | $2.12M | 0.4% | +1.3% | 0.005% | |
11/15/2024 | HighTower Advisors LLC | 2,360,584 | $148.72M | 0.2% | -1.6% | 0.356% | |
11/15/2024 | Hilltop Holdings Inc. | 12,495 | $787K | 0.1% | N/A | 0.002% | |
11/15/2024 | Ascent Group LLC | 45,425 | $2.86M | 0.2% | -2.8% | 0.007% | |
11/15/2024 | Beacon Investment Advisory Services Inc. | 36,790 | $2.32M | 0.1% | -0.8% | 0.006% | |
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11/15/2024 | Avalon Advisory Group | 184,236 | $11.61M | 5.3% | -0.6% | 0.028% | |
11/15/2024 | Kestra Investment Management LLC | 1,637,976 | $103.19M | 4.4% | +157.8% | 0.247% | |
11/14/2024 | Valley Financial Group Inc. | 201,153 | $12.67M | 8.9% | -6.9% | 0.030% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 33,529 | $2.11M | 0.1% | -1.6% | 0.005% | |
11/14/2024 | Tradition Wealth Management LLC | 3,322 | $209K | 0.0% | N/A | 0.001% | |
11/14/2024 | Acropolis Investment Management LLC | 4,665 | $291K | 0.0% | +14.3% | 0.001% | |
11/14/2024 | L.M. Kohn & Company | 4,313 | $272K | 0.1% | N/A | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 1,841,774 | $116.03M | 0.3% | +0.1% | 0.278% | |
11/14/2024 | Rockefeller Capital Management L.P. | 1,593,686 | $100.38M | 0.3% | -7.6% | 0.240% | |
11/14/2024 | Financial Counselors Inc. | 16,947 | $1.07M | 0.0% | +9.4% | 0.003% | |
11/14/2024 | Fiduciary Trust Co | 114,481 | $7.21M | 0.1% | -0.4% | 0.017% | |
11/13/2024 | Freedom Investment Management Inc. | 3,383 | $213K | 0.0% | -17.8% | 0.001% | |
11/13/2024 | Cynosure Group LLC | 50,036 | $3.09M | 0.4% | +224.5% | 0.008% | |
11/13/2024 | Townsquare Capital LLC | 4,331 | $273K | 0.0% | N/A | 0.001% | |
11/13/2024 | CKW Financial Group | 184,721 | $11.61M | 1.4% | +0.1% | 0.028% | |
11/13/2024 | BNP Paribas Financial Markets | 1,063,366 | $66.99M | 0.0% | +83.2% | 0.160% | |
11/13/2024 | Sanders Capital LLC | 13,716,687 | $864.15M | 1.3% | -3.1% | 2.069% | |
11/13/2024 | FMR LLC | 156,774 | $9.88M | 0.0% | +31.3% | 0.024% | |
11/13/2024 | D.A. Davidson & CO. | 171,813 | $10.82M | 0.1% | +1.0% | 0.026% | |
11/13/2024 | The Manufacturers Life Insurance Company | 23,101 | $1.46M | 0.0% | +12.4% | 0.003% | |
11/13/2024 | Bank of Montreal Can | 438,791 | $27.81M | 0.0% | -44.0% | 0.066% | |
11/13/2024 | Associated Banc Corp | 186,443 | $11.75M | 0.3% | +11.2% | 0.028% | |
11/13/2024 | Private Trust Co. NA | 2,101 | $132K | 0.0% | +18.2% | 0.000% | |
11/13/2024 | Brown Brothers Harriman & Co. | 10,033 | $632K | 0.0% | +16.8% | 0.002% | |
11/13/2024 | Boston Family Office LLC | 31,766 | $2.00M | 0.1% | -23.1% | 0.005% | |
11/13/2024 | DRW Securities LLC | 72,024 | $4.54M | 0.1% | N/A | 0.011% | |
11/13/2024 | Davis R M Inc. | 560,607 | $35.32M | 0.7% | -5.9% | 0.085% | |
11/13/2024 | Fisher Asset Management LLC | 9,777 | $616K | 0.0% | -5.4% | 0.001% | |
11/12/2024 | Wealth Dimensions Group Ltd. | 4,178 | $263K | 0.1% | +6.9% | 0.001% | |
11/12/2024 | Crewe Advisors LLC | 627 | $40K | 0.0% | -51.2% | 0.000% | |
11/12/2024 | Larson Financial Group LLC | 1,709 | $108K | 0.0% | -29.0% | 0.000% | |
11/12/2024 | Baltimore Washington Financial Advisors Inc. | 159,474 | $10.05M | 0.5% | +3.5% | 0.024% | |
11/12/2024 | Okabena Investment Services Inc. | 3,178 | $200K | 0.1% | N/A | 0.000% | |
11/12/2024 | Truepoint Inc. | 33,798 | $2.13M | 0.1% | -0.6% | 0.005% | |
11/12/2024 | One Charles Private Wealth Services LLC | 6,158 | $388K | 0.1% | -78.5% | 0.001% | |
11/12/2024 | Cerity Partners LLC | 2,262,390 | $142.53M | 0.3% | +9.6% | 0.341% | |
11/12/2024 | Great Valley Advisor Group Inc. | 34,721 | $2.19M | 0.1% | +14.8% | 0.005% | |
11/12/2024 | Nwam LLC | 105,690 | $6.66M | 0.4% | N/A | 0.016% | |
11/12/2024 | Meridian Wealth Management LLC | 54,186 | $3.41M | 0.2% | N/A | 0.008% | |
11/12/2024 | Icon Wealth Advisors LLC | 5,531 | $348K | 0.0% | -6.5% | 0.001% | |
11/12/2024 | Citigroup Inc. | 260,794 | $16.43M | 0.0% | +0.5% | 0.039% | |
11/12/2024 | Wrenne Financial Planning LLC | 384,066 | $24.20M | 14.4% | +10.4% | 0.058% | |
11/12/2024 | Banco Santander S.A. | 5,649 | $356K | 0.0% | -9.2% | 0.001% | |
11/12/2024 | Smithfield Trust Co | 65,422 | $4.11M | 0.2% | +11.7% | 0.010% | |
11/12/2024 | Thompson Siegel & Walmsley LLC | 43,726 | $2.76M | 0.0% | +1.5% | 0.007% | |
11/9/2024 | LPL Financial LLC | 2,442,324 | $153.87M | 0.1% | +4.4% | 0.368% | |
11/9/2024 | Cypress Capital Group | 3,200 | $202K | 0.0% | N/A | 0.000% | |
11/8/2024 | Citizens Financial Group Inc. RI | 394,918 | $24.88M | 0.5% | -1.6% | 0.060% | |
11/8/2024 | Darwin Wealth Management LLC | 829 | $52K | 0.0% | N/A | 0.000% | |
11/8/2024 | First Horizon Advisors Inc. | 631,925 | $39.81M | 1.1% | +1.5% | 0.095% | |
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11/8/2024 | Howe & Rusling Inc. | 44,682 | $2.82M | 0.2% | +2.1% | 0.007% | |
11/8/2024 | Commerce Bank | 93,139 | $5.87M | 0.0% | +4.5% | 0.014% | |
11/8/2024 | Kraft Davis & Associates LLC | 105,533 | $6.31M | 1.9% | +3.4% | 0.016% | |
11/8/2024 | Avior Wealth Management LLC | 403,984 | $25.45M | 1.0% | +1.6% | 0.061% | |
11/8/2024 | PNC Financial Services Group Inc. | 8,112,229 | $511.07M | 0.3% | -1.4% | 1.223% | |
11/8/2024 | SouthState Corp | 260,418 | $16.41M | 1.1% | -4.3% | 0.039% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 8,239 | $519K | 0.0% | +19.0% | 0.001% | |
11/8/2024 | BIP Wealth LLC | 577,236 | $36.36M | 2.5% | +17.2% | 0.087% | |
11/8/2024 | Prospera Financial Services Inc | 57,984 | $3.65M | 0.1% | +4.6% | 0.009% | |
11/7/2024 | Caprock Group LLC | 518,033 | $32.64M | 1.2% | +0.2% | 0.078% | |