5/15/2024 | BOKF NA | 48,756 | $1.88M | 0.0% | +3.3% | 0.116% | |
5/14/2024 | EP Wealth Advisors LLC | 92,699 | $3.60M | 0.0% | -1.3% | 0.221% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 44,745 | $1.74M | 1.5% | -47.3% | 0.107% | |
5/10/2024 | TIAA Trust National Association | 3,784,021 | $147.05M | 0.4% | +7.4% | 9.010% | |
5/9/2024 | Orion Portfolio Solutions LLC | 37,168 | $1.44M | 0.0% | -35.7% | 0.088% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,689 | $377K | 0.0% | +5.0% | 0.023% | |
|
5/8/2024 | US Bancorp DE | 14,168 | $551K | 0.0% | -7.0% | 0.034% | |
5/8/2024 | Trademark Financial Management LLC | 16,944 | $658K | 0.5% | -32.1% | 0.040% | |
5/7/2024 | Verus Capital Partners LLC | 6,522 | $253K | 0.0% | +8.4% | 0.016% | |
5/7/2024 | WNY Asset Management LLC | 87,365 | $3.40M | 0.5% | +4.8% | 0.208% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 383,379 | $14.90M | 0.4% | +4.9% | 0.913% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 326,123 | $12.67M | 0.0% | -0.8% | 0.776% | |
5/6/2024 | Advisory Services Network LLC | 77,516 | $3.01M | 0.1% | -25.9% | 0.185% | |
5/4/2024 | Paulson Wealth Management Inc. | 5,315 | $207K | 0.1% | N/A | 0.013% | |
5/2/2024 | Better Money Decisions LLC | 12,187 | $474K | 0.4% | +3.7% | 0.029% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 6,292 | $245K | 0.0% | +8.0% | 0.015% | |
5/1/2024 | Mission Wealth Management LP | 188,079 | $7.31M | 0.2% | +1.2% | 0.448% | |
4/30/2024 | Private Advisor Group LLC | 49,508 | $1.92M | 0.0% | -10.5% | 0.118% | |
4/30/2024 | Curtis Advisory Group LLC | 26,025 | $1.01M | 0.4% | +68.2% | 0.062% | |
4/30/2024 | Concord Wealth Partners | 75,028 | $2.92M | 0.5% | -23.1% | 0.179% | |
4/30/2024 | Fountainhead AM LLC | 9,207 | $358K | 0.1% | +8.4% | 0.022% | |
4/30/2024 | Private Wealth Management Group LLC | 24,318 | $945K | 0.4% | +1.7% | 0.058% | |
4/29/2024 | Commonwealth Equity Services LLC | 602,189 | $23.40M | 0.0% | +8.2% | 1.434% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 9,511 | $354K | 0.1% | +32.7% | 0.023% | |
4/29/2024 | RWA Wealth Partners LLC | 145,687 | $5.66M | 0.1% | -4.1% | 0.347% | |
4/26/2024 | UMB Bank n.a. | 71,242 | $2.77M | 0.0% | +0.9% | 0.170% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 23,906 | $929K | 0.5% | +7.0% | 0.057% | |
4/25/2024 | One Day In July LLC | 72,831 | $2.83M | 0.4% | +3.8% | 0.173% | |
4/25/2024 | HTLF Bank | 16,090 | $625K | 0.1% | +26.9% | 0.038% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 545,294 | $21.19M | 0.1% | -5.1% | 1.295% | |
4/24/2024 | CENTRAL TRUST Co | 10,006 | $389K | 0.0% | +18.8% | 0.024% | |
4/24/2024 | Marino Stram & Associates LLC | 90,274 | $3.51M | 0.8% | +1.2% | 0.214% | |
4/24/2024 | First Pacific Financial | 9,476 | $368K | 0.1% | -3.6% | 0.023% | |
4/23/2024 | BSW Wealth Partners | 164,644 | $6.40M | 1.1% | -2.9% | 0.391% | |
4/23/2024 | McAdam LLC | 8,481 | $330K | 0.0% | +14.8% | 0.020% | |
4/23/2024 | Regatta Capital Group LLC | 136,731 | $5.31M | 1.2% | -36.9% | 0.325% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 220,253 | $8.56M | 0.0% | +2.5% | 0.523% | |
4/22/2024 | Confluence Wealth Services Inc. | 9,297 | $361K | 0.0% | +53.6% | 0.022% | |
4/22/2024 | Johnson Bixby & Associates LLC | 26,709 | $1.04M | 0.2% | +2.3% | 0.063% | |
4/22/2024 | Invera Wealth Advisors LLC | 113,827 | $4.17M | 3.5% | +1.9% | 0.270% | |
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4/22/2024 | PFG Investments LLC | 11,482 | $446K | 0.0% | N/A | 0.027% | |
4/19/2024 | RTD Financial Advisors Inc. | 11,746 | $456K | 0.1% | -4.5% | 0.028% | |
4/19/2024 | Carret Asset Management LLC | 5,450 | $212K | 0.0% | N/A | 0.013% | |
4/18/2024 | O Brien Wealth Partners LLC | 250,216 | $9.72M | 2.2% | +1.6% | 0.594% | |
4/15/2024 | Revolve Wealth Partners LLC | 25,006 | $972K | 0.2% | +74.1% | 0.059% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 22,150 | $861K | 0.1% | -45.0% | 0.053% | |
4/12/2024 | Global Assets Advisory LLC | 99,794 | $3.88M | 0.0% | N/A | 0.237% | |
4/10/2024 | Park Avenue Securities LLC | 81,593 | $3.17M | 0.0% | +0.4% | 0.185% | |
4/10/2024 | Legacy Financial Group LLC | 12,714 | $494K | 0.1% | N/A | 0.029% | |
4/2/2024 | ST Germain D J Co. Inc. | 104,887 | $4.08M | 0.2% | +4.3% | 0.237% | |
3/22/2024 | PNC Financial Services Group Inc. | 51,775 | $1.86M | 0.0% | -3.5% | 0.117% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,540 | $55K | 0.0% | N/A | 0.003% | |
2/28/2024 | EP Wealth Advisors LLC | 93,966 | $3.37M | 0.0% | -18.4% | 0.213% | |
2/23/2024 | Chicago Partners Investment Group LLC | 6,569 | $234K | 0.0% | N/A | 0.015% | |
2/21/2024 | WNY Asset Management LLC | 83,368 | $2.99M | 0.5% | -8.3% | 0.189% | |
2/16/2024 | Clarity Asset Management Inc. | 304,503 | $10.94M | 8.6% | N/A | 0.689% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 11,064 | $397K | 0.1% | +6.1% | 0.025% | |
2/13/2024 | Per Stirling Capital Management LLC. | 10,080 | $362K | 0.1% | +8.5% | 0.023% | |
2/13/2024 | Trademark Financial Management LLC | 24,958 | $896K | 0.7% | N/A | 0.056% | |
2/12/2024 | Tradition Wealth Management LLC | 26,986 | $969K | 0.1% | +6.1% | 0.061% | |
2/12/2024 | Focus Financial Network Inc. ADV | 24,607 | $884K | 0.0% | N/A | 0.056% | |
2/12/2024 | Staley Capital Advisers Inc. | 85,000 | $3.05M | 0.2% | -8.6% | 0.192% | |
2/12/2024 | Hsbc Holdings PLC | 59,893 | $2.15M | 0.0% | -10.5% | 0.136% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 545,914 | $19.60M | 1.6% | +627.4% | 1.235% | |
2/9/2024 | Advisory Services Network LLC | 104,664 | $3.76M | 0.1% | -5.1% | 0.237% | |
2/9/2024 | Orion Portfolio Solutions LLC | 57,798 | $2.09M | 0.0% | -4.9% | 0.131% | |
2/9/2024 | Avantax Planning Partners Inc. | 95,097 | $3.42M | 0.1% | -0.3% | 0.215% | |
2/9/2024 | Commerce Bank | 18,770 | $674K | 0.0% | +6.4% | 0.042% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 574,432 | $20.63M | 0.1% | -6.4% | 1.300% | |
2/9/2024 | Assetmark Inc. | 65,416 | $2.35M | 0.0% | +6.5% | 0.148% | |
2/9/2024 | Corient Private Wealth LLC | 161,549 | $5.80M | 0.0% | -2.9% | 0.365% | |
2/9/2024 | D.A. Davidson & CO. | 13,177 | $473K | 0.0% | -18.0% | 0.030% | |
2/9/2024 | UBS Group AG | 772,418 | $27.74M | 0.0% | -3.9% | 1.748% | |
2/9/2024 | PNC Financial Services Group Inc. | 51,775 | $1.86M | 0.0% | -3.5% | 0.117% | |
2/9/2024 | Laurel Wealth Planning LLC | 8,368 | $300K | 0.2% | -97.1% | 0.019% | |
2/8/2024 | Strategic Point Investment Advisors LLC | 47,759 | $1.72M | 0.3% | +2.9% | 0.108% | |
2/8/2024 | Private Wealth Management Group LLC | 23,904 | $858K | 0.4% | N/A | 0.054% | |
2/8/2024 | Beacon Pointe Advisors LLC | 153,258 | $5.50M | 0.1% | -8.5% | 0.347% | |
2/7/2024 | Avantax Advisory Services Inc. | 9,224 | $331K | 0.0% | -14.4% | 0.021% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 328,598 | $11.80M | 0.0% | -1.0% | 0.743% | |
2/7/2024 | VisionPoint Advisory Group LLC | 2,147 | $77K | 0.0% | N/A | 0.005% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 365,507 | $13.13M | 0.4% | +1.0% | 0.827% | |
2/6/2024 | Private Advisor Group LLC | 55,333 | $1.99M | 0.0% | -4.7% | 0.125% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 139,379 | $5.01M | 0.3% | -1.4% | 0.315% | |
2/6/2024 | McIlrath & Eck LLC | 2,177 | $78K | 0.0% | +24.3% | 0.005% | |
2/6/2024 | Great Valley Advisor Group Inc. | 8,466 | $304K | 0.0% | N/A | 0.019% | |
2/6/2024 | Concord Wealth Partners | 97,545 | $3.50M | 0.7% | -21.6% | 0.221% | |
2/5/2024 | One Day In July LLC | 70,148 | $2.52M | 0.4% | -0.7% | 0.159% | |
2/5/2024 | Savant Capital LLC | 69,810 | $2.51M | 0.0% | -12.2% | 0.158% | |
2/5/2024 | Mission Wealth Management LP | 185,861 | $6.67M | 0.2% | -0.5% | 0.421% | |
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2/5/2024 | McAdam LLC | 7,387 | $265K | 0.0% | N/A | 0.017% | |
2/5/2024 | DDFG Inc | 12,885 | $463K | 0.2% | +2.5% | 0.029% | |
2/2/2024 | Addison Advisors LLC | 18,546 | $666K | 0.3% | -11.0% | 0.042% | |
2/2/2024 | Truist Financial Corp | 27,966 | $1.00M | 0.0% | +10.6% | 0.063% | |
2/2/2024 | Bailard Inc. | 40,218 | $1.44M | 0.0% | -15.0% | 0.091% | |
2/1/2024 | RWA Wealth Partners LLC | 151,925 | $5.46M | 0.1% | N/A | 0.344% | |
2/1/2024 | Vicus Capital | 95,104 | $3.42M | 0.3% | -10.8% | 0.215% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 7,165 | $257K | 0.1% | -76.8% | 0.016% | |
1/31/2024 | Institute for Wealth Management LLC. | 13,254 | $476K | 0.1% | -23.2% | 0.030% | |
1/31/2024 | HTLF Bank | 12,684 | $455K | 0.1% | N/A | 0.029% | |