5/17/2024 | Jaffetilchin Investment Partners LLC | 7,010 | $366K | 0.0% | -55.7% | 0.012% | |
5/17/2024 | Comerica Bank | 20,497 | $1.07M | 0.0% | -63.5% | 0.036% | |
5/17/2024 | Wiser Advisor Group LLC | 7,195 | $376K | 0.6% | -9.7% | 0.013% | |
5/16/2024 | Jane Street Group LLC | 191,071 | $9.99M | 0.0% | -47.8% | 0.336% | |
5/16/2024 | Innova Wealth Partners | 7,775 | $406K | 0.3% | -5.5% | 0.014% | |
5/14/2024 | CreativeOne Wealth LLC | 17,180 | $898K | 0.0% | +45.5% | 0.030% | |
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5/14/2024 | Owen LaRue LLC | 117,453 | $6.14M | 3.8% | +220.4% | 0.207% | |
5/11/2024 | Ironwood Investment Counsel LLC | 114,260 | $5.97M | 1.0% | -6.5% | 0.201% | |
5/10/2024 | Osaic Holdings Inc. | 172,753 | $9.03M | 0.0% | -48.9% | 0.304% | |
5/10/2024 | TIAA Trust National Association | 684,389 | $35.77M | 0.1% | +1.7% | 1.204% | |
5/9/2024 | Forum Financial Management LP | 375,533 | $19.63M | 0.3% | -29.5% | 0.661% | |
5/9/2024 | Kingsview Wealth Management LLC | 14,529 | $759K | 0.0% | -7.8% | 0.026% | |
5/9/2024 | Condor Capital Management | 4,208 | $220K | 0.0% | -37.5% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 13,120 | $686K | 0.0% | -1.7% | 0.023% | |
5/8/2024 | Sofi Wealth LLC | 69,489 | $3.63M | 0.3% | +6.7% | 0.123% | |
5/7/2024 | Verus Capital Partners LLC | 7,395 | $386K | 0.0% | +6.4% | 0.013% | |
5/7/2024 | Sei Investments Co. | 3,525,337 | $184.23M | 0.3% | +10.0% | 6.229% | |
5/7/2024 | Concurrent Investment Advisors LLC | 8,608 | $450K | 0.0% | +3.3% | 0.015% | |
5/7/2024 | Oppenheimer & Co. Inc. | 35,548 | $1.86M | 0.0% | +4.3% | 0.063% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 123,982 | $6.48M | 0.2% | -3.0% | 0.219% | |
5/7/2024 | SG Americas Securities LLC | 94,916 | $4.96M | 0.0% | -32.6% | 0.168% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 37,055 | $1.94M | 0.0% | +44.3% | 0.065% | |
5/4/2024 | Csenge Advisory Group | 16,548 | $865K | 0.0% | +62.3% | 0.029% | |
5/4/2024 | Richardson Financial Services Inc. | 9,033 | $472K | 0.3% | +19.2% | 0.016% | |
5/3/2024 | Rehmann Capital Advisory Group | 25,525 | $1.33M | 0.1% | +21.7% | 0.045% | |
5/3/2024 | Whittier Trust Co. | 3,305 | $173K | 0.0% | -74.2% | 0.006% | |
5/1/2024 | Capstone Investment Advisors LLC | 367,701 | $19.22M | 0.1% | +97.3% | 0.650% | |
5/1/2024 | Janney Montgomery Scott LLC | 121,454 | $6.35M | 0.0% | +24.7% | 0.215% | |
5/1/2024 | BNP Paribas Financial Markets | 49,303 | $2.58M | 0.0% | +3,186.9% | 0.087% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 12,631 | $660K | 0.0% | +33.3% | 0.022% | |
4/30/2024 | Private Advisor Group LLC | 12,711 | $664K | 0.0% | +17.3% | 0.022% | |
4/30/2024 | Norden Group LLC | 14,702 | $768K | 0.1% | N/A | 0.026% | |
4/30/2024 | HB Wealth Management LLC | 16,970 | $887K | 0.0% | +11.6% | 0.030% | |
4/30/2024 | AFT Forsyth & Company Inc. | 12,625 | $660K | 0.4% | -19.2% | 0.022% | |
4/30/2024 | Perigon Wealth Management LLC | 13,462 | $704K | 0.0% | +2.4% | 0.024% | |
4/29/2024 | Commonwealth Equity Services LLC | 807,663 | $42.21M | 0.1% | +0.8% | 1.427% | |
4/29/2024 | FAS Wealth Partners Inc. | 61,247 | $3.20M | 0.3% | -1.8% | 0.108% | |
4/25/2024 | Capital Investment Advisory Services LLC | 500 | $26K | 0.0% | N/A | 0.001% | |
4/24/2024 | 1900 Wealth Management LLC | 32,843 | $1.72M | 0.2% | -82.7% | 0.058% | |
4/24/2024 | Activest Wealth Management | 1,879 | $98K | 0.0% | +93,850.0% | 0.003% | |
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4/23/2024 | Sage Mountain Advisors LLC | 28,099 | $1.47M | 0.2% | -92.8% | 0.050% | |
4/23/2024 | McAdam LLC | 21,697 | $1.13M | 0.1% | -5.1% | 0.038% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 134,570 | $7.03M | 0.0% | -4.1% | 0.238% | |
4/22/2024 | PFG Investments LLC | 5,651 | $295K | 0.0% | N/A | 0.010% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 27,958 | $1.46M | 0.3% | +18.1% | 0.049% | |
4/22/2024 | BTS Asset Management Inc. | 113,093 | $5.91M | 4.9% | -10.8% | 0.200% | |
4/19/2024 | Veery Capital LLC | 86,967 | $4.55M | 1.9% | +14.9% | 0.153% | |
4/19/2024 | Westside Investment Management Inc. | 19,451 | $1.02M | 0.2% | +4.5% | 0.034% | |
4/18/2024 | Claro Advisors LLC | 4,668 | $244K | 0.0% | N/A | 0.008% | |
4/17/2024 | Private Ocean LLC | 154,051 | $8.05M | 0.9% | -71.1% | 0.271% | |
4/17/2024 | Grimes & Company Inc. | 1,088,382 | $56.88M | 1.7% | -0.8% | 1.916% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 18,039 | $943K | 0.1% | +221.6% | 0.032% | |
4/16/2024 | Register Financial Advisors LLC | 683 | $36K | 0.0% | N/A | 0.001% | |
4/16/2024 | Chesley Taft & Associates LLC | 13,125 | $686K | 0.0% | +15.1% | 0.023% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 35,778 | $1.87M | 0.0% | +21.9% | 0.063% | |
4/15/2024 | Wealthcare Capital Management LLC | 6,173 | $323K | 0.0% | +7.5% | 0.011% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 59,468 | $3.11M | 0.1% | +27.1% | 0.105% | |
4/15/2024 | Revolve Wealth Partners LLC | 170,211 | $8.90M | 1.5% | +2.9% | 0.300% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 657,359 | $34.35M | 8.4% | +103.5% | 1.157% | |
4/13/2024 | Parkside Investments LLC | 37,550 | $1.96M | 0.3% | N/A | 0.066% | |
4/12/2024 | Annex Advisory Services LLC | 9,402 | $491K | 0.0% | -87.0% | 0.017% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 43,948 | $2.30M | 0.5% | -8.9% | 0.077% | |
4/11/2024 | RFG Advisory LLC | 187,808 | $9.82M | 0.3% | +1.4% | 0.331% | |
4/11/2024 | PFW Advisors LLC | 19,078 | $997K | 0.3% | -1.8% | 0.034% | |
4/10/2024 | Park Avenue Securities LLC | 40,831 | $2.13M | 0.0% | +35.6% | 0.072% | |
4/10/2024 | Wedmont Private Capital | 26,992 | $1.39M | 0.1% | +2.4% | 0.048% | |
4/9/2024 | Mather Group LLC. | 62,505 | $3.23M | 0.0% | -1.1% | 0.110% | |
4/5/2024 | Insight Wealth Strategies LLC | 76,797 | $4.01M | 0.6% | +4.8% | 0.135% | |
4/4/2024 | S. R. Schill & Associates | 10,967 | $573K | 0.2% | +33.0% | 0.019% | |
4/3/2024 | Arden Trust Co | 60,520 | $3.16M | 0.4% | N/A | 0.107% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,799 | $764K | 0.0% | -6.3% | 0.026% | |
3/15/2024 | Hart & Patterson Financial Group LLC | 30,951 | $1.60M | 0.8% | N/A | 0.054% | |
3/14/2024 | Yeomans Consulting Group Inc. | 44,452 | $2.30M | 1.1% | N/A | 0.078% | |
3/6/2024 | SageView Advisory Group LLC | 100,368 | $5.18M | 0.2% | +1,839.9% | 0.177% | |
3/4/2024 | Richardson Financial Services Inc. | 7,579 | $391K | 0.3% | N/A | 0.013% | |
2/29/2024 | Tortoise Investment Management LLC | 21,950 | $1.13M | 0.2% | -38.2% | 0.039% | |
2/26/2024 | Integrated Advisors Network LLC | 21,816 | $1.13M | 0.1% | -2.9% | 0.038% | |
2/22/2024 | Peterson Wealth Management | 9,162 | $473K | 0.4% | -59.9% | 0.016% | |
2/16/2024 | SageView Advisory Group LLC | 100,368 | $5.18M | 0.2% | +1,839.9% | 0.177% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 54,934 | $2.84M | 3.0% | N/A | 0.097% | |
2/14/2024 | Pitcairn Co. | 63,478 | $3.28M | 0.3% | N/A | 0.112% | |
2/14/2024 | Brown Wealth Management LLC | 49,500 | $2.56M | 1.1% | -5.2% | 0.087% | |
2/14/2024 | First Financial Bankshares Inc | 5,324 | $275K | 0.0% | N/A | 0.009% | |
2/14/2024 | Sei Investments Co. | 3,204,422 | $165.44M | 0.3% | -6.0% | 5.642% | |
2/14/2024 | Connectus Wealth LLC | 65,570 | $3.40M | 0.1% | -7.3% | 0.115% | |
2/13/2024 | Morningstar Investment Services LLC | 161,398 | $8.33M | 0.0% | +98.5% | 0.284% | |
2/13/2024 | Exencial Wealth Advisors LLC | 22,945 | $1.19M | 0.0% | N/A | 0.040% | |
2/13/2024 | Annex Advisory Services LLC | 72,533 | $3.75M | 0.2% | N/A | 0.128% | |
2/13/2024 | Oppenheimer & Co. Inc. | 34,095 | $1.76M | 0.0% | -11.8% | 0.060% | |
2/12/2024 | Capstone Investment Advisors LLC | 186,401 | $9.62M | 0.0% | N/A | 0.328% | |
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2/12/2024 | Focus Financial Network Inc. ADV | 20,000 | $1.03M | 0.0% | N/A | 0.035% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,993 | $413K | 0.0% | +11.9% | 0.014% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 6,573 | $339K | 0.1% | -63.1% | 0.012% | |
2/12/2024 | Parallel Advisors LLC | 511 | $26K | 0.0% | +170.4% | 0.001% | |
2/12/2024 | MMA Asset Management LLC | 10,543 | $541K | 0.3% | -7.4% | 0.019% | |
2/9/2024 | Advisory Services Network LLC | 4,437 | $229K | 0.0% | N/A | 0.008% | |
2/9/2024 | Avantax Planning Partners Inc. | 527,524 | $27.24M | 1.0% | +37.3% | 0.929% | |
2/9/2024 | SageView Advisory Group LLC | 100,368 | $5.18M | 0.2% | +1,839.9% | 0.177% | |
2/9/2024 | EverSource Wealth Advisors LLC | 12,274 | $634K | 0.1% | -1.7% | 0.022% | |
2/9/2024 | Journey Strategic Wealth LLC | 20,939 | $1.08M | 0.1% | N/A | 0.037% | |