5/1/2024 | Mission Wealth Management LP | 8,580 | $407K | 0.0% | -7.4% | 0.004% | |
5/1/2024 | Sequoia Financial Advisors LLC | 7,868 | $373K | 0.0% | -67.4% | 0.004% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 813 | $39K | 0.0% | N/A | 0.000% | |
4/29/2024 | Meritage Portfolio Management | 56,113 | $2.66M | 0.2% | -5.5% | 0.026% | |
4/25/2024 | Inlet Private Wealth LLC | 11,550 | $547K | 0.2% | N/A | 0.005% | |
4/25/2024 | Aaron Wealth Advisors LLC | 4,343 | $206K | 0.0% | N/A | 0.002% | |
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4/23/2024 | Hanson & Doremus Investment Management | 23,698 | $1.12M | 0.2% | -62.7% | 0.011% | |
4/22/2024 | HF Advisory Group LLC | 4,548 | $216K | 0.1% | N/A | 0.002% | |
4/22/2024 | Raymond James & Associates | 185,454 | $8.79M | 0.0% | +5.1% | 0.086% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 9,796 | $464K | 0.1% | +5.8% | 0.005% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 813 | $39K | 0.0% | N/A | 0.000% | |
4/12/2024 | Gilman Hill Asset Management LLC | 72,351 | $3.43M | 0.6% | +188.2% | 0.034% | |
4/11/2024 | Ballentine Partners LLC | 6,108 | $290K | 0.0% | +32.0% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 15,604 | $742K | 0.0% | -82.6% | 0.007% | |
3/5/2024 | Fisher Asset Management LLC | 22,961 | $1.09M | 0.0% | +18.4% | 0.011% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,155,648 | $54.97M | 0.0% | +40.5% | 0.538% | |
2/26/2024 | Virtu Financial LLC | 7,110 | $338K | 0.0% | N/A | 0.003% | |
2/23/2024 | Beacon Financial Group | 7,725 | $367K | 0.0% | +12.2% | 0.004% | |
2/20/2024 | Voisard Asset Management Group Inc. | 952 | $45K | 0.0% | N/A | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 35,592 | $1.70M | 0.0% | -74.1% | 0.017% | |
2/13/2024 | Crossmark Global Holdings Inc. | 18,287 | $870K | 0.0% | +21.9% | 0.009% | |
2/13/2024 | Capital International Investors | 119,687 | $5.72M | 0.0% | -9.7% | 0.056% | |
2/13/2024 | Peapack Gladstone Financial Corp | 8,068 | $384K | 0.0% | -6.4% | 0.004% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 4,386 | $209K | 0.0% | N/A | 0.002% | |
2/9/2024 | Eagle Global Advisors LLC | 51,517 | $2.45M | 0.1% | +122.5% | 0.024% | |
2/9/2024 | ProVise Management Group LLC | 90,892 | $4.32M | 0.4% | -11.5% | 0.042% | |
2/9/2024 | Team Hewins LLC | 8,844 | $421K | 0.1% | N/A | 0.004% | |
2/9/2024 | US Bancorp DE | 16,524 | $786K | 0.0% | +17.1% | 0.008% | |
2/9/2024 | Bard Financial Services Inc. | 97,205 | $4.62M | 0.5% | +7.7% | 0.045% | |
2/9/2024 | Brandes Investment Partners LP | 567,653 | $27.00M | 0.4% | +47.9% | 0.264% | |
2/9/2024 | PNC Financial Services Group Inc. | 15,604 | $742K | 0.0% | -82.6% | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 5,443 | $259K | 0.0% | +8.6% | 0.003% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 10,336 | $492K | 0.0% | -15.1% | 0.005% | |
2/6/2024 | Private Advisor Group LLC | 8,716 | $415K | 0.0% | +22.1% | 0.004% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 16,011 | $762K | 0.0% | -7.7% | 0.007% | |
2/6/2024 | Todd Asset Management LLC | 4,494 | $214K | 0.0% | -10.5% | 0.002% | |
2/6/2024 | Natixis Advisors L.P. | 67,720 | $3.22M | 0.0% | +2.2% | 0.032% | |
2/6/2024 | First Trust Direct Indexing L.P. | 7,551 | $359K | 0.0% | +19.7% | 0.004% | |
2/5/2024 | Mission Wealth Management LP | 9,270 | $441K | 0.0% | +13.4% | 0.004% | |
2/5/2024 | Intrust Bank NA | 4,326 | $206K | 0.0% | N/A | 0.002% | |
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2/2/2024 | Truist Financial Corp | 13,717 | $653K | 0.0% | +2.2% | 0.006% | |
2/2/2024 | Meritage Portfolio Management | 59,399 | $2.83M | 0.2% | +210.3% | 0.028% | |
2/1/2024 | Cetera Trust Company N.A | 3,115 | $148K | 0.1% | N/A | 0.001% | |
2/1/2024 | Signaturefd LLC | 9,451 | $450K | 0.0% | +10.3% | 0.004% | |
1/30/2024 | Investors Research Corp | 8,197 | $390K | 0.1% | -13.9% | 0.004% | |
1/29/2024 | Center for Financial Planning Inc. | 6,666 | $317K | 0.1% | +8.3% | 0.003% | |
1/29/2024 | NewEdge Wealth LLC | 16,116 | $767K | 0.0% | -7.1% | 0.007% | |
1/26/2024 | Cerity Partners LLC | 7,763 | $369K | 0.0% | +46.2% | 0.004% | |
1/26/2024 | Sequoia Financial Advisors LLC | 24,166 | $1.15M | 0.0% | N/A | 0.011% | |
1/25/2024 | Hanson & Doremus Investment Management | 63,550 | $3.02M | 0.6% | -2.6% | 0.030% | |
1/25/2024 | International Assets Investment Management LLC | 26,877 | $1.28M | 0.0% | N/A | 0.013% | |
1/24/2024 | International Assets Investment Management LLC | 26,877 | $1.28M | 0.0% | N/A | 0.013% | |
1/23/2024 | Ballentine Partners LLC | 4,626 | $220K | 0.0% | -8.0% | 0.002% | |
1/23/2024 | UMB Bank n.a. | 695 | $33K | 0.0% | -28.6% | 0.000% | |
1/19/2024 | Fifth Third Bancorp | 3,286 | $156K | 0.0% | +70.3% | 0.002% | |
1/18/2024 | Ritholtz Wealth Management | 5,784 | $275K | 0.0% | -10.3% | 0.003% | |
1/17/2024 | Schechter Investment Advisors LLC | 22,362 | $1.06M | 0.1% | -2.0% | 0.010% | |
1/16/2024 | Pacer Advisors Inc. | 157,371 | $7.49M | 0.0% | N/A | 0.073% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,490 | $309K | 0.0% | -82.3% | 0.003% | |
1/16/2024 | CVA Family Office LLC | 1,022 | $49K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James & Associates | 176,524 | $8.40M | 0.0% | -3.5% | 0.082% | |
1/16/2024 | Global Trust Asset Management LLC | 4,357 | $207K | 0.1% | -18.3% | 0.002% | |
1/11/2024 | Gilman Hill Asset Management LLC | 25,102 | $1.19M | 0.2% | -67.5% | 0.012% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 9,259 | $440K | 0.1% | +3.0% | 0.004% | |
1/11/2024 | Bruce G. Allen Investments LLC | 2,330 | $111K | 0.1% | N/A | 0.001% | |
12/6/2023 | Citigroup Inc. | 6,827 | $304K | 0.0% | -14.4% | 0.003% | |
11/15/2023 | Glenmede Trust Co. NA | 55,701 | $2.48M | 0.0% | +0.6% | 0.026% | |
11/14/2023 | Hudson Portfolio Management LLC | 9,145 | $408K | 0.5% | +12.9% | 0.004% | |
11/14/2023 | Morningstar Investment Services LLC | 137,553 | $6.11M | 0.1% | -0.2% | 0.064% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 16,731 | $746K | 0.0% | -9.3% | 0.008% | |
11/13/2023 | Natixis Advisors L.P. | 66,272 | $2.96M | 0.0% | +0.4% | 0.031% | |
11/13/2023 | Optiver Holding B.V. | 119,986 | $5.35M | 0.0% | +732.7% | 0.056% | |
11/13/2023 | Mariner LLC | 45,591 | $2.03M | 0.0% | +5.2% | 0.021% | |
11/13/2023 | Brandes Investment Partners LP | 383,698 | $17.11M | 0.3% | +1.8% | 0.178% | |
11/13/2023 | FMR LLC | 972,751 | $43.37M | 0.0% | +7.1% | 0.453% | |
11/13/2023 | Envestnet Asset Management Inc. | 132,379 | $5.90M | 0.0% | +27.4% | 0.062% | |
11/9/2023 | UBS Group AG | 83,068 | $3.70M | 0.0% | -1.2% | 0.039% | |
11/8/2023 | HighTower Advisors LLC | 18,244 | $813K | 0.0% | +33.3% | 0.008% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 12,170 | $543K | 0.0% | -9.6% | 0.006% | |
11/8/2023 | ProVise Management Group LLC | 102,746 | $4.58M | 0.4% | +6.8% | 0.048% | |
11/8/2023 | NewEdge Wealth LLC | 17,344 | $773K | 0.0% | +1.4% | 0.008% | |
11/8/2023 | Exencial Wealth Advisors LLC | 14,259 | $636K | 0.0% | +4.1% | 0.007% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 36,154 | $1.61M | 0.0% | -3.0% | 0.017% | |
11/6/2023 | Schechter Investment Advisors LLC | 22,816 | $1.02M | 0.1% | -5.1% | 0.011% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 17,344 | $773K | 0.1% | +1.4% | 0.008% | |
11/4/2023 | NBC Securities Inc. | 6,800 | $303K | 0.0% | N/A | 0.003% | |
11/3/2023 | Private Advisor Group LLC | 7,136 | $318K | 0.0% | +12.1% | 0.003% | |
11/2/2023 | M&T Bank Corp | 11,801 | $526K | 0.0% | +7.7% | 0.005% | |
11/1/2023 | Genus Capital Management Inc. | 6,300 | $281K | 0.0% | -38.9% | 0.003% | |
10/31/2023 | Paradigm Asset Management Co. LLC | 723 | $32K | 0.0% | -99.1% | 0.000% | |
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10/30/2023 | Eagle Global Advisors LLC | 23,157 | $1.03M | 0.1% | +4.9% | 0.011% | |
10/30/2023 | Meritage Portfolio Management | 19,145 | $853K | 0.1% | -52.2% | 0.009% | |
10/30/2023 | Peoples Bank KS | 6,702 | $299K | 0.3% | N/A | 0.003% | |
10/26/2023 | Advisor Partners II LLC | 8,337 | $372K | 0.0% | +5.5% | 0.004% | |
10/24/2023 | Bank of New York Mellon Corp | 18,680 | $833K | 0.0% | -2.7% | 0.009% | |
10/24/2023 | Hanson & Doremus Investment Management | 65,213 | $2.91M | 0.6% | +6.1% | 0.030% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 36,741 | $1.64M | 0.0% | +4.2% | 0.017% | |
10/24/2023 | Raymond James & Associates | 182,876 | $8.15M | 0.0% | -5.8% | 0.085% | |
10/19/2023 | Ballentine Partners LLC | 5,027 | $224K | 0.0% | +7.1% | 0.002% | |
10/19/2023 | SOL Capital Management CO | 4,950 | $221K | 0.0% | -28.8% | 0.002% | |