5/17/2024 | Semmax Financial Advisors Inc. | 7,890 | $438K | 0.1% | +10.1% | 0.003% | |
5/17/2024 | Pineridge Advisors LLC | 2,710 | $147K | 0.1% | -19.1% | 0.001% | |
5/17/2024 | Comerica Bank | 182,199 | $9.91M | 0.0% | -1.0% | 0.059% | |
5/17/2024 | SkyView Investment Advisors LLC | 45,571 | $2.48M | 0.5% | +2.1% | 0.015% | |
5/16/2024 | Jane Street Group LLC | 9,907,136 | $538.95M | 0.1% | N/A | 3.184% | |
5/16/2024 | Redwood Investment Management LLC | 38,486 | $2.09M | 0.2% | +4.8% | 0.012% | |
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5/16/2024 | Global Financial Private Client LLC | 3,597 | $194K | 0.1% | -8.8% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 370,143 | $20.14M | 0.5% | +45.0% | 0.119% | |
5/16/2024 | Ancora Advisors LLC | 63,704 | $3.47M | 0.1% | +101.1% | 0.020% | |
5/16/2024 | Dynasty Wealth Management LLC | 52,882 | $2.88M | 0.1% | N/A | 0.017% | |
5/16/2024 | High Falls Advisors Inc | 300,228 | $16.33M | 4.1% | -20.5% | 0.096% | |
5/16/2024 | Icon Wealth Advisors LLC | 415,910 | $22.63M | 2.1% | -22.2% | 0.134% | |
5/16/2024 | Waverly Advisors LLC | 240,310 | $13.07M | 0.3% | +575.7% | 0.077% | |
5/16/2024 | Captrust Financial Advisors | 402,959 | $21.92M | 0.1% | -47.9% | 0.129% | |
5/15/2024 | Ascent Group LLC | 43,650 | $2.38M | 0.2% | +1.9% | 0.014% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 61,703 | $3.36M | 0.3% | -50.9% | 0.020% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 5,478 | $298K | 0.0% | -13.9% | 0.002% | |
5/15/2024 | Geisinger Health | 160,000 | $8.70M | 2.0% | -37.6% | 0.051% | |
5/15/2024 | Manhattan West Asset Management LLC | 10,596 | $576K | 0.1% | N/A | 0.003% | |
5/15/2024 | BOKF NA | 329,000 | $17.78M | 0.3% | -4.4% | 0.106% | |
5/15/2024 | Kestra Advisory Services LLC | 469,481 | $25.54M | 0.2% | +10.4% | 0.151% | |
5/15/2024 | LRI Investments LLC | 1,429 | $79K | 0.0% | N/A | 0.000% | |
5/15/2024 | Quadrature Capital Ltd | 58,908 | $3.20M | 0.1% | N/A | 0.019% | |
5/14/2024 | JT Stratford LLC | 7,159 | $389K | 0.1% | -31.9% | 0.002% | |
5/14/2024 | Toronto Dominion Bank | 42,704 | $2.32M | 0.0% | +2,773.8% | 0.014% | |
5/14/2024 | First Commonwealth Financial Corp PA | 14,488 | $788K | 0.2% | -22.3% | 0.005% | |
5/14/2024 | Axxcess Wealth Management LLC | 25,215 | $1.37M | 0.0% | +134.9% | 0.008% | |
5/14/2024 | EP Wealth Advisors LLC | 27,102 | $1.47M | 0.0% | -20.6% | 0.009% | |
5/14/2024 | CreativeOne Wealth LLC | 334,104 | $18.18M | 0.7% | +3.1% | 0.107% | |
5/14/2024 | Delap Wealth Advisory LLC | 6,863 | $373K | 0.2% | -50.0% | 0.002% | |
5/14/2024 | Northwest Wealth Management LLC | 94,958 | $5.17M | 1.4% | -1.8% | 0.031% | |
5/14/2024 | Elgethun Capital Management | 261,086 | $14.14M | 3.6% | +1.9% | 0.084% | |
5/14/2024 | InterOcean Capital Group LLC | 17,129 | $932K | 0.0% | N/A | 0.006% | |
5/14/2024 | Pitcairn Co. | 67,669 | $3.68M | 0.2% | N/A | 0.022% | |
5/14/2024 | Lake Street Advisors Group LLC | 6,824 | $371K | 0.0% | N/A | 0.002% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 13,791 | $750K | 0.0% | +32.0% | 0.004% | |
5/13/2024 | Rockport Wealth LLC | 4,626 | $252K | 0.1% | N/A | 0.001% | |
5/13/2024 | PAX Financial Group LLC | 132,472 | $7.21M | 1.4% | -37.2% | 0.043% | |
5/11/2024 | Resurgent Financial Advisors LLC | 13,355 | $727K | 0.4% | +2.7% | 0.004% | |
5/11/2024 | Exencial Wealth Advisors LLC | 431,164 | $23.46M | 0.9% | -2.8% | 0.139% | |
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5/11/2024 | Ironwood Investment Counsel LLC | 41,126 | $2.24M | 0.4% | -1.4% | 0.013% | |
5/10/2024 | Osaic Holdings Inc. | 681,406 | $37.08M | 0.1% | -84.4% | 0.219% | |
5/10/2024 | TIAA Trust National Association | 1,150,166 | $62.57M | 0.2% | -15.6% | 0.370% | |
5/10/2024 | Alera Investment Advisors LLC | 4,969 | $270K | 0.0% | -73.8% | 0.002% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 129,286 | $7.03M | 1.0% | +4.7% | 0.042% | |
5/10/2024 | First Foundation Advisors | 17,077 | $929K | 0.0% | +38.5% | 0.005% | |
5/10/2024 | ARK & TLK Investments LLC | 17,273 | $940K | 0.3% | -10.5% | 0.006% | |
5/10/2024 | 1ST Source Bank | 139,097 | $7.57M | 0.4% | -48.1% | 0.045% | |
5/10/2024 | Nwam LLC | 22,660 | $1.25M | 0.1% | -14.5% | 0.007% | |
5/9/2024 | Orion Portfolio Solutions LLC | 236,767 | $12.88M | 0.1% | N/A | 0.076% | |
5/9/2024 | Blair William & Co. IL | 119,012 | $6.47M | 0.0% | +2.4% | 0.038% | |
5/9/2024 | HBK Sorce Advisory LLC | 4,701 | $256K | 0.0% | N/A | 0.002% | |
5/9/2024 | Kingsview Wealth Management LLC | 23,710 | $1.29M | 0.0% | +18.6% | 0.008% | |
5/9/2024 | MB Generational Wealth LLC | 3,851 | $209K | 0.2% | N/A | 0.001% | |
5/9/2024 | Interchange Capital Partners LLC | 24,229 | $1.25M | 0.8% | -32.8% | 0.008% | |
5/8/2024 | Foundation Wealth Management LLC | 67,074 | $3.65M | 3.0% | -2.4% | 0.022% | |
5/8/2024 | West Wealth Group LLC | 278,801 | $15.17M | 5.6% | -22.9% | 0.090% | |
5/8/2024 | TSA Wealth Managment LLC | 156,606 | $8.52M | 3.7% | -29.5% | 0.050% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 9,515 | $518K | 0.1% | -3.7% | 0.003% | |
5/8/2024 | Bleakley Financial Group LLC | 17,871 | $972K | 0.0% | +2.4% | 0.006% | |
5/8/2024 | Avantax Advisory Services Inc. | 289,621 | $15.76M | 0.1% | -18.7% | 0.093% | |
5/8/2024 | US Bancorp DE | 11,514,175 | $626.38M | 0.9% | +2.1% | 3.700% | |
5/8/2024 | Addison Capital Co | 11,650 | $634K | 0.3% | +132.6% | 0.004% | |
5/8/2024 | Tranquility Partners LLC | 7,994 | $435K | 0.2% | +3.8% | 0.003% | |
5/8/2024 | Watershed Private Wealth LLC | 107,933 | $5.87M | 2.6% | +974.3% | 0.035% | |
5/8/2024 | New Republic Capital LLC | 5,300 | $288K | 0.2% | -29.2% | 0.002% | |
5/8/2024 | Semus Wealth Partners LLC | 6,187 | $337K | 0.3% | -53.5% | 0.002% | |
5/8/2024 | Keeler Thomas Management LLC | 232,228 | $12.65M | 4.3% | +6.8% | 0.075% | |
5/7/2024 | Verus Capital Partners LLC | 52,274 | $2.84M | 0.3% | -2.9% | 0.017% | |
5/7/2024 | Pointe Capital Management LLC | 4,626 | $252K | 0.2% | N/A | 0.001% | |
5/7/2024 | NorthRock Partners LLC | 8,479 | $461K | 0.0% | -10.0% | 0.003% | |
5/7/2024 | Stonebrook Private Inc. | 274,716 | $14.95M | 4.4% | +10.8% | 0.088% | |
5/7/2024 | Concurrent Investment Advisors LLC | 26,635 | $1.45M | 0.1% | -44.2% | 0.009% | |
5/7/2024 | Atomi Financial Group Inc. | 15,925 | $866K | 0.1% | -60.0% | 0.005% | |
5/7/2024 | Allegheny Financial Group LTD | 4,582 | $249K | 0.1% | -36.0% | 0.001% | |
5/7/2024 | WealthPLAN Partners LLC | 24,786 | $1.35M | 0.1% | -32.0% | 0.008% | |
5/7/2024 | Benedetti & Gucer Inc. | 22,904 | $1.25M | 0.6% | +5.6% | 0.007% | |
5/7/2024 | Shared Vision Wealth Group LLC | 72,744 | $3.96M | 2.5% | -26.2% | 0.023% | |
5/7/2024 | EQ LLC | 103,949 | $5.66M | 3.5% | +9.2% | 0.033% | |
5/7/2024 | Windward Private Wealth Management Inc. | 29,289 | $1.59M | 0.7% | -4.0% | 0.009% | |
5/7/2024 | Oppenheimer & Co. Inc. | 19,807 | $1.08M | 0.0% | +13.6% | 0.006% | |
5/7/2024 | PFG Advisors | 67,147 | $3.65M | 0.3% | +2.8% | 0.022% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 4,911 | $267K | 0.0% | +24.6% | 0.002% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,537,958 | $83.67M | 2.5% | +4.2% | 0.494% | |
5/7/2024 | Hilltop National Bank | 5,850 | $318K | 0.1% | N/A | 0.002% | |
5/7/2024 | Wealthspire Advisors LLC | 25,688 | $1.40M | 0.0% | -3.2% | 0.008% | |
5/7/2024 | Empowered Funds LLC | 128,628 | $7.00M | 0.1% | N/A | 0.041% | |
5/7/2024 | Motive Wealth Advisors | 10,175 | $554K | 0.3% | N/A | 0.003% | |
5/7/2024 | Stokes Family Office LLC | 4,404 | $240K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,052,199 | $383.64M | 1.4% | -19.8% | 2.266% | |
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5/6/2024 | Valence8 US LP | 473,976 | $25.78M | 13.4% | +12.4% | 0.152% | |
5/6/2024 | Advisory Services Network LLC | 120,128 | $6.54M | 0.1% | -17.8% | 0.039% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 20,797 | $1.13M | 0.8% | -27.3% | 0.007% | |
5/6/2024 | Advisory Alpha LLC | 49,564 | $2.70M | 0.1% | -47.7% | 0.016% | |
5/4/2024 | Hemington Wealth Management | 9,440 | $514K | 0.2% | -2.7% | 0.003% | |
5/4/2024 | PrairieView Partners LLC | 118,580 | $6.45M | 0.7% | -0.3% | 0.038% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 73,060 | $3.97M | 1.9% | -19.7% | 0.023% | |
5/4/2024 | Geneos Wealth Management Inc. | 62,806 | $3.42M | 0.2% | +11.6% | 0.020% | |
5/4/2024 | Team Hewins LLC | 4,595 | $250K | 0.0% | -10.7% | 0.001% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 24,393 | $1.33M | 0.6% | -31.6% | 0.008% | |