5/8/2024 | Sheets Smith Wealth Management | 7,753 | $854K | 0.1% | -3.6% | 0.005% | |
5/8/2024 | P E Global LLC | 2,367,699 | $260.76M | 69.6% | N/A | 1.418% | |
5/8/2024 | Bleakley Financial Group LLC | 19,449 | $2.14M | 0.1% | -2.0% | 0.012% | |
5/8/2024 | US Bancorp DE | 254,944 | $28.08M | 0.0% | -4.0% | 0.153% | |
5/8/2024 | Headlands Technologies LLC | 3,154 | $347K | 0.1% | +341.7% | 0.002% | |
5/7/2024 | Choate Investment Advisors | 10,058 | $1.11M | 0.0% | +19.6% | 0.006% | |
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5/7/2024 | Atomi Financial Group Inc. | 3,684 | $406K | 0.0% | N/A | 0.002% | |
5/7/2024 | 49 Wealth Management LLC | 57,958 | $6.37M | 1.4% | +0.6% | 0.035% | |
5/7/2024 | SIH Partners LLLP | 19,116 | $2.11M | 1.5% | +94.7% | 0.011% | |
5/7/2024 | PFG Advisors | 84,448 | $9.30M | 0.7% | +16.2% | 0.051% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,528 | $609K | 0.0% | -1.8% | 0.003% | |
5/7/2024 | SG Americas Securities LLC | 137,646 | $15.16M | 0.1% | N/A | 0.082% | |
5/7/2024 | Moneda S.A. Administradora General de Fondos | 44,727 | $4.93M | 2.8% | -7.7% | 0.027% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 14,936 | $1.65M | 0.0% | -1.9% | 0.009% | |
5/6/2024 | Leuthold Group LLC | 1,933 | $213K | 0.0% | N/A | 0.001% | |
5/6/2024 | SYM FINANCIAL Corp | 15,239 | $1.68M | 0.3% | -1.0% | 0.009% | |
5/6/2024 | Advisory Alpha LLC | 5,993 | $660K | 0.0% | -12.0% | 0.004% | |
5/6/2024 | Financial Council LLC | 38,297 | $4.22M | 2.5% | -0.5% | 0.023% | |
5/3/2024 | Signaturefd LLC | 27,222 | $3.00M | 0.1% | +0.8% | 0.016% | |
5/3/2024 | Avidian Wealth Solutions LLC | 17,752 | $1.96M | 0.1% | -47.3% | 0.011% | |
5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,977 | $218K | 0.1% | N/A | 0.001% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 14,523 | $1.60M | 0.0% | -9.9% | 0.009% | |
5/3/2024 | Whittier Trust Co. | 7,517 | $828K | 0.0% | -13.7% | 0.004% | |
5/2/2024 | USAdvisors Wealth Management LLC | 47,054 | $5.18M | 1.9% | -4.1% | 0.028% | |
5/2/2024 | Peregrine Asset Advisers Inc. | 10,719 | $1.18M | 0.5% | -1.3% | 0.006% | |
5/2/2024 | Jennison Associates LLC | 9,152 | $1.01M | 0.0% | -59.5% | 0.005% | |
5/2/2024 | FinTrust Capital Advisors LLC | 8,785 | $967K | 0.2% | -40.5% | 0.005% | |
5/2/2024 | Consolidated Planning Corp | 2,006 | $221K | 0.0% | -5.7% | 0.001% | |
5/2/2024 | Quent Capital LLC | 697 | $77K | 0.0% | +2,148.4% | 0.000% | |
5/2/2024 | St. Louis Trust Co | 27,496 | $3.03M | 0.5% | -8.9% | 0.016% | |
5/2/2024 | Palisade Asset Management LLC | 1,749 | $193K | 0.0% | N/A | 0.001% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,601 | $1.28M | 0.0% | -75.2% | 0.007% | |
5/1/2024 | Blue Trust Inc. | 382,888 | $42.17M | 0.6% | +6.3% | 0.228% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 421,823 | $46.46M | 0.1% | -20.9% | 0.251% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,862 | $425K | 0.0% | +19.8% | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 1,183,019 | $130.29M | 1.6% | +3.6% | 0.703% | |
4/30/2024 | Private Advisor Group LLC | 7,876 | $867K | 0.0% | -1.5% | 0.005% | |
4/30/2024 | Saxony Capital Management LLC | 30,787 | $3.39M | 4.1% | +0.5% | 0.018% | |
4/30/2024 | HB Wealth Management LLC | 21,072 | $2.32M | 0.0% | +0.5% | 0.013% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 29,054 | $3.19M | 0.1% | -60.4% | 0.017% | |
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4/30/2024 | Macroview Investment Management LLC | 322 | $35K | 0.0% | -78.1% | 0.000% | |
4/30/2024 | Naples Global Advisors LLC | 4,485 | $494K | 0.1% | -2.7% | 0.003% | |
4/30/2024 | Perigon Wealth Management LLC | 4,427 | $488K | 0.0% | -15.2% | 0.003% | |
4/30/2024 | Privium Fund Management UK Ltd | 168,640 | $18.42M | 9.2% | +369.7% | 0.100% | |
4/29/2024 | Commonwealth Equity Services LLC | 39,901 | $4.39M | 0.0% | -14.3% | 0.024% | |
4/29/2024 | RWA Wealth Partners LLC | 15,233 | $1.68M | 0.0% | -13.8% | 0.009% | |
4/27/2024 | K.J. Harrison & Partners Inc | 11,681 | $1.29M | 0.2% | +7.7% | 0.007% | |
4/26/2024 | Plan Group Financial LLC | 73,441 | $8.09M | 5.3% | +13.1% | 0.043% | |
4/26/2024 | Ashford Advisors LLC | 120,285 | $13.25M | 3.3% | +206.9% | 0.070% | |
4/26/2024 | Crestone Asset Management LLC | 205,614 | $22.64M | 4.6% | +18.3% | 0.120% | |
4/26/2024 | YHB Investment Advisors Inc. | 29,425 | $3.24M | 0.3% | -18.7% | 0.017% | |
4/26/2024 | Sage Advisory Services Ltd.Co. | 8,841 | $974K | 0.3% | -14.1% | 0.005% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 14,858 | $1.64M | 0.0% | N/A | 0.009% | |
4/26/2024 | Bogart Wealth LLC | 691,221 | $76.12M | 3.9% | +0.6% | 0.405% | |
4/25/2024 | Capital Investment Advisory Services LLC | 15,467 | $1.70M | 0.2% | -8.8% | 0.009% | |
4/25/2024 | Simplex Trading LLC | 24,011 | $2.64M | 0.0% | +2,335.2% | 0.014% | |
4/25/2024 | Valeo Financial Advisors LLC | 8,757 | $935K | 0.0% | -7.2% | 0.005% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 58,119 | $6.40M | 0.0% | +6.1% | 0.034% | |
4/25/2024 | Christopher J. Hasenberg Inc | 870 | $96K | 0.0% | N/A | 0.001% | |
4/24/2024 | Fulcrum Equity Management | 4,276 | $471K | 0.6% | -70.4% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 23,087 | $2.54M | 0.1% | N/A | 0.013% | |
4/24/2024 | Midwest Heritage Bank FSB | 14,554 | $1.60M | 0.8% | -8.8% | 0.008% | |
4/24/2024 | Essex Financial Services Inc. | 4,015 | $442K | 0.0% | -2.4% | 0.002% | |
4/24/2024 | Solstein Capital LLC | 1,281 | $141K | 0.1% | -57.9% | 0.001% | |
4/24/2024 | Capasso Planning Partners LLC | 3,755 | $414K | 0.2% | +13.5% | 0.002% | |
4/23/2024 | Charter Oak Capital Management LLC | 87,358 | $9.62M | 1.0% | -0.5% | 0.051% | |
4/23/2024 | BSW Wealth Partners | 31,876 | $3.51M | 0.6% | +1.8% | 0.018% | |
4/23/2024 | Global Retirement Partners LLC | 8,396 | $925K | 0.0% | -4.5% | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 14,655 | $1.61M | 0.0% | -7.6% | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 17,080 | $1.88M | 0.1% | -20.8% | 0.010% | |
4/23/2024 | Accurate Wealth Management LLC | 4,312 | $451K | 0.1% | N/A | 0.002% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 147,581 | $16.25M | 0.0% | -21.1% | 0.086% | |
4/23/2024 | Prospect Financial Services LLC | 8,174 | $900K | 0.7% | N/A | 0.005% | |
4/22/2024 | Cahaba Wealth Management Inc. | 60,839 | $6.70M | 0.6% | -0.3% | 0.035% | |
4/22/2024 | Greystone Financial Group LLC | 12,680 | $1.40M | 0.3% | +3.9% | 0.007% | |
4/22/2024 | CKW Financial Group | 19,115 | $2.10M | 0.3% | +2.2% | 0.011% | |
4/22/2024 | Raymond James & Associates | 147,969 | $16.30M | 0.0% | -66.6% | 0.086% | |
4/22/2024 | Cassia Capital Partners LLC | 11,577 | $1.28M | 0.8% | -1.1% | 0.007% | |
4/19/2024 | GenTrust LLC | 7,729 | $851K | 0.1% | +4.9% | 0.004% | |
4/19/2024 | Arcus Capital Partners LLC | 23,433 | $2.58M | 0.8% | -2.1% | 0.014% | |
4/19/2024 | Madrona Financial Services LLC | 48,621 | $5.36M | 1.9% | -1.6% | 0.028% | |
4/19/2024 | Valeo Financial Advisors LLC | 8,687 | $957K | 0.0% | -8.0% | 0.005% | |
4/19/2024 | Sivia Capital Partners LLC | 3,882 | $428K | 0.3% | N/A | 0.002% | |
4/18/2024 | Naviter Wealth LLC | 69,707 | $7.68M | 1.3% | -55.6% | 0.039% | |
4/18/2024 | Congress Wealth Management LLC DE | 36,542 | $4.02M | 0.1% | -2.4% | 0.021% | |
4/18/2024 | LVW Advisors LLC | 5,321 | $586K | 0.1% | -49.3% | 0.003% | |
4/18/2024 | SteelPeak Wealth LLC | 42,385 | $4.67M | 0.2% | +431.3% | 0.024% | |
4/16/2024 | Atwater Malick LLC | 42,221 | $4.65M | 1.6% | +5.9% | 0.024% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 193,714 | $21.33M | 0.1% | -0.9% | 0.109% | |
4/15/2024 | Sandbox Financial Partners LLC | 41,218 | $4.54M | 1.9% | +0.9% | 0.023% | |
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4/15/2024 | Aspiriant LLC | 131,024 | $14.43M | 0.6% | -0.2% | 0.074% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,574 | $834K | 0.1% | +38.8% | 0.004% | |
4/15/2024 | Financial Enhancement Group LLC | 51,724 | $5.55M | 0.9% | +1.8% | 0.029% | |
4/15/2024 | Henrickson Nauta Wealth Advisors Inc. | 10,301 | $1.12M | 0.5% | -1.1% | 0.006% | |
4/15/2024 | Ayalon Insurance Comp Ltd. | 165,430 | $18.22M | 6.1% | -35.8% | 0.093% | |
4/13/2024 | Hoxton Planning & Management LLC | 4,101 | $452K | 0.2% | -2.9% | 0.002% | |
4/13/2024 | Columbus Macro LLC | 9,556 | $1.05M | 0.4% | -1.4% | 0.005% | |
4/13/2024 | Sarasin & Partners LLP | 1,382,440 | $152.25M | 1.5% | +0.2% | 0.778% | |
4/12/2024 | Factory Mutual Insurance Co. | 867,000 | $95.48M | 1.1% | -23.7% | 0.488% | |
4/12/2024 | AdvisorNet Financial Inc | 12,956 | $1.43M | 0.1% | -5.1% | 0.007% | |