11/18/2024 | Nepc LLC | 2,030,809 | $243.09M | 7.3% | +53.2% | 0.624% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 10,100 | $1.21M | 0.8% | +39.7% | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 10,132 | $1.21M | 0.0% | +1.8% | 0.003% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 8,320 | $996K | 0.5% | -4.6% | 0.003% | |
11/15/2024 | Frisch Financial Group Inc. | 79,281 | $9.49M | 2.9% | +2.1% | 0.024% | |
11/15/2024 | LRI Investments LLC | 642 | $77K | 0.0% | N/A | 0.000% | |
|
11/15/2024 | Nomura Asset Management Co. Ltd. | 3,996 | $478K | 0.0% | +26.1% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 107,854 | $12.91M | 0.0% | +11.9% | 0.033% | |
11/15/2024 | Urban Financial Advisory Corp | 1,607 | $192K | 0.1% | -37.9% | 0.000% | |
11/15/2024 | National Bank of Canada FI | 209,133 | $25.03M | 0.0% | +0.2% | 0.064% | |
11/15/2024 | EP Wealth Advisors LLC | 24,261 | $2.90M | 0.0% | +194.8% | 0.007% | |
11/15/2024 | Insigneo Advisory Services LLC | 23,710 | $2.84M | 0.3% | +1.1% | 0.007% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 154,895 | $18.45M | 0.1% | +7.3% | 0.048% | |
11/15/2024 | Stifel Financial Corp | 121,288 | $14.52M | 0.0% | +7.6% | 0.037% | |
11/15/2024 | SYM FINANCIAL Corp | 57,258 | $6.85M | 0.9% | +1.5% | 0.018% | |
11/15/2024 | Quantinno Capital Management LP | 31,205 | $3.74M | 0.0% | N/A | 0.010% | |
11/15/2024 | Red Wave Investments LLC | 137,191 | $16.42M | 5.7% | -3.4% | 0.042% | |
11/15/2024 | IHT Wealth Management LLC | 5,733 | $685K | 0.0% | +69.9% | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 35,110 | $4.20M | 0.1% | +5.8% | 0.011% | |
11/15/2024 | HighTower Advisors LLC | 500,307 | $59.90M | 0.1% | +3.5% | 0.154% | |
11/15/2024 | Ascent Group LLC | 1,686 | $202K | 0.0% | -8.9% | 0.001% | |
11/15/2024 | Benjamin Edwards Inc. | 11,468 | $1.38M | 0.0% | N/A | 0.004% | |
11/14/2024 | Cobblestone Capital Advisors LLC NY | 13,997 | $1.68M | 0.1% | -1.5% | 0.004% | |
11/14/2024 | Encompass More Asset Management | 3,038 | $364K | 0.1% | N/A | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 29,240 | $3.50M | 0.0% | +1.1% | 0.009% | |
11/14/2024 | Rockefeller Capital Management L.P. | 2,300,478 | $275.37M | 0.7% | +31.0% | 0.707% | |
11/14/2024 | Financial Counselors Inc. | 5,055 | $605K | 0.0% | +104.0% | 0.002% | |
11/14/2024 | Fiduciary Trust Co | 57,448 | $6.88M | 0.1% | -1.4% | 0.018% | |
11/14/2024 | CreativeOne Wealth LLC | 2,539 | $304K | 0.0% | N/A | 0.001% | |
11/13/2024 | Glenmede Trust Co. NA | 29,007 | $3.47M | 0.0% | +2.8% | 0.009% | |
11/13/2024 | Townsquare Capital LLC | 17,558 | $2.10M | 0.0% | +76.2% | 0.005% | |
11/13/2024 | BNP Paribas Financial Markets | 407,427 | $48.77M | 0.0% | +62.8% | 0.125% | |
11/13/2024 | FMR LLC | 66,142 | $7.92M | 0.0% | +8.3% | 0.020% | |
11/13/2024 | D.A. Davidson & CO. | 15,921 | $1.91M | 0.0% | +1.5% | 0.005% | |
11/13/2024 | Bank of Montreal Can | 83,387 | $9.97M | 0.0% | +1.5% | 0.026% | |
11/13/2024 | Acorn Wealth Advisors LLC | 2,440 | $292K | 0.1% | -4.8% | 0.001% | |
11/13/2024 | Brown Brothers Harriman & Co. | 3,035 | $363K | 0.0% | N/A | 0.001% | |
11/13/2024 | Loomis Sayles & Co. L P | 1,187 | $142K | 0.0% | N/A | 0.000% | |
11/13/2024 | DRW Securities LLC | 73,253 | $8.77M | 0.2% | N/A | 0.023% | |
11/13/2024 | Fisher Asset Management LLC | 110,664 | $13.25M | 0.0% | -11.1% | 0.034% | |
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11/12/2024 | Marco Investment Management LLC | 1,718 | $206K | 0.0% | N/A | 0.001% | |
11/12/2024 | Summit Trail Advisors LLC | 97,085 | $11.62M | 0.3% | +11.9% | 0.030% | |
11/12/2024 | Cahill Financial Advisors Inc. | 3,549 | $425K | 0.1% | -49.2% | 0.001% | |
11/12/2024 | Okabena Investment Services Inc. | 201,639 | $24.14M | 6.8% | -5.5% | 0.062% | |
11/12/2024 | Pitcairn Co. | 3,100 | $371K | 0.0% | N/A | 0.001% | |
11/12/2024 | Kingsview Wealth Management LLC | 47,371 | $5.67M | 0.1% | +19.7% | 0.015% | |
11/12/2024 | Cerity Partners LLC | 369,367 | $44.21M | 0.1% | +2.7% | 0.114% | |
11/12/2024 | Waddell & Associates LLC | 132,781 | $15.89M | 1.9% | -0.9% | 0.041% | |
11/12/2024 | Nwam LLC | 4,189 | $501K | 0.0% | N/A | 0.001% | |
11/12/2024 | Studio Investment Management LLC | 44,088 | $5.28M | 1.1% | -3.0% | 0.014% | |
11/12/2024 | Asset Management Group Inc. | 8,684 | $1.04M | 0.2% | +25.7% | 0.003% | |
11/12/2024 | Biltmore Family Office LLC | 323 | $39K | 0.0% | N/A | 0.000% | |
11/12/2024 | Planning Alternatives Ltd. ADV | 26,890 | $3.22M | 0.5% | -0.5% | 0.008% | |
11/12/2024 | CFS Investment Advisory Services LLC | 12,579 | $1.51M | 0.1% | +7.9% | 0.004% | |
11/12/2024 | Citigroup Inc. | 46,504 | $5.57M | 0.0% | +22.8% | 0.014% | |
11/12/2024 | Raymond James Trust N.A. | 14,636 | $1.75M | 0.0% | +9.6% | 0.004% | |
11/12/2024 | Cerity Partners OCIO LLC | 571,594 | $68.42M | 5.5% | +1.5% | 0.176% | |
11/12/2024 | Banco Santander S.A. | 86,267 | $10.33M | 0.1% | +5.3% | 0.027% | |
11/12/2024 | Smithfield Trust Co | 1,281 | $152K | 0.0% | -18.2% | 0.000% | |
11/9/2024 | LPL Financial LLC | 914,701 | $109.49M | 0.0% | -0.2% | 0.281% | |
11/9/2024 | Creekside Partners | 14,152 | $1.69M | 0.9% | +1.0% | 0.004% | |
11/8/2024 | Citizens Financial Group Inc. RI | 21,533 | $2.58M | 0.1% | +10.7% | 0.007% | |
11/8/2024 | EverSource Wealth Advisors LLC | 23,472 | $2.81M | 0.2% | +10.5% | 0.007% | |
11/8/2024 | Moors & Cabot Inc. | 2,390 | $286K | 0.0% | -5.0% | 0.001% | |
11/8/2024 | Howe & Rusling Inc. | 728 | $87K | 0.0% | -32.7% | 0.000% | |
11/8/2024 | Jennison Associates LLC | 3,870 | $463K | 0.0% | N/A | 0.001% | |
11/8/2024 | Strategy Asset Managers LLC | 6,674 | $799K | 0.2% | +24.1% | 0.002% | |
11/8/2024 | Kraft Davis & Associates LLC | 3,430 | $402K | 0.1% | -5.5% | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 8,186 | $980K | 0.0% | -16.1% | 0.003% | |
11/8/2024 | PNC Financial Services Group Inc. | 10,819 | $1.30M | 0.0% | +98.2% | 0.003% | |
11/8/2024 | BIP Wealth LLC | 302,849 | $36.23M | 2.5% | +14.3% | 0.093% | |
11/7/2024 | Caprock Group LLC | 24,591 | $2.94M | 0.1% | +2.1% | 0.008% | |
11/7/2024 | Pathstone Holdings LLC | 63,200 | $7.57M | 0.0% | +11.0% | 0.019% | |
11/7/2024 | St. Louis Trust Co | 108,513 | $12.99M | 1.8% | -1.1% | 0.033% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 10,637 | $1.27M | 0.9% | N/A | 0.003% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 2,418 | $289K | 0.0% | +36.1% | 0.001% | |
11/7/2024 | MAI Capital Management | 38,421 | $4.60M | 0.0% | -0.9% | 0.012% | |
11/7/2024 | Equity Investment Corp | 15,900 | $1.90M | 0.0% | +289.7% | 0.005% | |
11/7/2024 | Phillips Financial Management LLC | 674 | $81K | 0.0% | -17.0% | 0.000% | |
11/7/2024 | Planning Directions Inc. | 38,337 | $4.59M | 2.7% | +34.3% | 0.012% | |
11/7/2024 | Thrivent Financial for Lutherans | 77,943 | $9.33M | 0.0% | -15.1% | 0.024% | |
11/6/2024 | Accredited Investors Inc. | 209,146 | $25.04M | 1.4% | +17.9% | 0.064% | |
11/6/2024 | River Street Advisors LLC | 1,470 | $176K | 0.1% | N/A | 0.000% | |
11/6/2024 | Cutler Investment Counsel LLC | 14,544 | $1.74M | 0.2% | +3.4% | 0.004% | |
11/6/2024 | Heritage Investment Group Inc. | 41,544 | $4.97M | 0.9% | +3.5% | 0.013% | |
11/6/2024 | Paragon Advisors LLC | 4,799 | $574K | 0.2% | -34.6% | 0.001% | |
11/6/2024 | Natixis Advisors LLC | 47,280 | $5.66M | 0.0% | -5.4% | 0.015% | |
11/6/2024 | NYL Investors LLC | 87,700 | $10.50M | 0.7% | +1.9% | 0.027% | |
11/6/2024 | Empowered Funds LLC | 608,179 | $72.80M | 1.1% | N/A | 0.187% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 3,719 | $445K | 0.0% | +11.6% | 0.001% | |
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11/6/2024 | OneDigital Investment Advisors LLC | 487,965 | $58.41M | 0.7% | +1.4% | 0.150% | |
11/6/2024 | Endowment Wealth Management Inc. | 28,599 | $3.42M | 2.3% | +2.5% | 0.009% | |
11/6/2024 | Planning Capital Management Corp | 1,816 | $217K | 0.1% | +276.0% | 0.001% | |
11/6/2024 | Wealthstream Advisors Inc. | 21,525 | $2.58M | 0.5% | -8.4% | 0.007% | |
11/6/2024 | Huntington National Bank | 5,008 | $599K | 0.0% | +5.9% | 0.002% | |
11/6/2024 | Cable Hill Partners LLC | 3,741 | $448K | 0.0% | -22.1% | 0.001% | |
11/6/2024 | Main Street Financial Solutions LLC | 6,083 | $728K | 0.1% | -7.9% | 0.002% | |
11/6/2024 | Schrum Private Wealth Management LLC | 9,950 | $1.19M | 0.6% | +32.0% | 0.003% | |
11/6/2024 | Kovack Advisors Inc. | 7,542 | $903K | 0.1% | +9.8% | 0.002% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,965 | $1.31M | 0.0% | -1.7% | 0.003% | |