4/26/2024 | Harrington Investments INC | 39,414 | $1.47M | 0.8% | -1.2% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 31,393 | $1.17M | 0.0% | +5.9% | 0.000% | |
4/26/2024 | Sage Rhino Capital LLC | 5,474 | $204K | 0.0% | N/A | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 4,319 | $161K | 0.0% | +11.6% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 13,137 | $489K | 0.1% | +88.9% | 0.000% | |
4/24/2024 | Spire Wealth Management | 1,439 | $54K | 0.0% | +206.8% | 0.000% | |
|
4/23/2024 | BSW Wealth Partners | 19,953 | $743K | 0.1% | +108.0% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 1,869 | $70K | 0.0% | -17.4% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 14,105 | $525K | 0.0% | +2.6% | 0.000% | |
4/23/2024 | KLR Investment Advisors LLC | 6,439 | $222K | 0.2% | -24.3% | 0.000% | |
4/23/2024 | Wealth Effects LLC | 7,073 | $263K | 0.1% | -9.0% | 0.000% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 19,111 | $712K | 0.0% | -3.6% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 8,572 | $319K | 0.0% | N/A | 0.000% | |
4/22/2024 | Raymond James & Associates | 326,595 | $12.16M | 0.0% | +1.1% | 0.000% | |
4/22/2024 | Accordant Advisory Group Inc | 800 | $30K | 0.0% | N/A | 0.000% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 62,013 | $2.31M | 0.6% | +2.7% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 40,131 | $1.49M | 0.1% | -9.4% | 0.000% | |
4/19/2024 | Abundance Wealth Counselors | 33,156 | $1.23M | 0.3% | +2.7% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 31,860 | $1.19M | 0.2% | +17.2% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,349 | $125K | 0.0% | N/A | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 3,323 | $124K | 0.0% | +55.3% | 0.000% | |
4/17/2024 | Baker Ellis Asset Management LLC | 26,350 | $981K | 0.1% | -3.7% | 0.000% | |
4/16/2024 | Addenda Capital Inc. | 201,136 | $7.49M | 0.4% | -0.3% | 0.000% | |
4/16/2024 | 180 Wealth Advisors LLC | 20,337 | $757K | 0.1% | +4.9% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 20,152 | $750K | 0.2% | +27.3% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 84,262 | $3.14M | 0.9% | +30.3% | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 10,598 | $395K | 0.0% | +26.7% | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 10,350 | $381K | 0.0% | -4.6% | 0.001% | |
4/11/2024 | Pflug Koory LLC | 3,741 | $139K | 0.1% | -17.8% | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 37,080 | $1.38M | 0.1% | N/A | 0.002% | |
4/10/2024 | Bruce G. Allen Investments LLC | 5,587 | $208K | 0.2% | -5.9% | 0.000% | |
4/9/2024 | Richard P Slaughter Associates Inc | 46,173 | $1.72M | 0.4% | -7.9% | 0.000% | |
4/9/2024 | Rise Advisors LLC | 713 | $27K | 0.0% | N/A | 0.000% | |
4/5/2024 | First Hawaiian Bank | 169,868 | $6.32M | 0.2% | -7.1% | 0.010% | |
4/5/2024 | GAMMA Investing LLC | 1,673 | $62K | 0.0% | +23.0% | 0.000% | |
4/5/2024 | CWM LLC | 4,573 | $170K | 0.0% | +30.0% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 48,734 | $1.51M | 0.0% | +13.1% | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 53,839 | $1.66M | 0.0% | -71.7% | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 27,733 | $857K | 0.0% | N/A | 0.002% | |
3/5/2024 | Fisher Asset Management LLC | 9,644,064 | $298.10M | 0.1% | +2.5% | 0.564% | |
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3/1/2024 | Goldman Sachs Group Inc. | 1,672,791 | $51.71M | 0.0% | -0.1% | 0.098% | |
2/26/2024 | Virtu Financial LLC | 12,189 | $377K | 0.0% | -47.0% | 0.001% | |
2/22/2024 | Sierra Summit Advisors LLC | 16,218 | $501K | 0.1% | N/A | 0.001% | |
2/14/2024 | Strategic Global Advisors LLC | 8,694 | $269K | 0.1% | +15.5% | 0.001% | |
2/14/2024 | American Trust Investment Advisors LLC | 9,425 | $291K | 0.2% | -17.5% | 0.001% | |
2/14/2024 | Allen Wealth Management LLC | 49,734 | $1.54M | 1.5% | N/A | 0.003% | |
2/14/2024 | Logan Capital Management Inc. | 79,301 | $2.45M | 0.1% | -10.0% | 0.005% | |
2/13/2024 | Crossmark Global Holdings Inc. | 123,851 | $3.83M | 0.1% | +3.0% | 0.007% | |
2/13/2024 | Lake Street Advisors Group LLC | 14,039 | $434K | 0.0% | -5.2% | 0.001% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 13,218 | $409K | 0.0% | N/A | 0.001% | |
2/12/2024 | Eagle Asset Management Inc. | 19,249 | $595K | 0.0% | -4.1% | 0.001% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 7,099 | $219K | 0.0% | -11.7% | 0.000% | |
2/12/2024 | Capstone Investment Advisors LLC | 25,308 | $782K | 0.0% | N/A | 0.001% | |
2/9/2024 | Eagle Global Advisors LLC | 48,521 | $1.50M | 0.1% | -2.9% | 0.003% | |
2/9/2024 | Orion Portfolio Solutions LLC | 13,577 | $435K | 0.0% | -5.9% | 0.001% | |
2/9/2024 | Team Hewins LLC | 8,970 | $277K | 0.0% | N/A | 0.001% | |
2/9/2024 | US Bancorp DE | 209,214 | $6.47M | 0.0% | -0.7% | 0.012% | |
2/9/2024 | Franklin Resources Inc. | 116,288 | $3.59M | 0.0% | -3.5% | 0.007% | |
2/9/2024 | Brandes Investment Partners LP | 522,236 | $16.14M | 0.2% | +47.1% | 0.031% | |
2/9/2024 | Assetmark Inc. | 127,892 | $3.95M | 0.0% | +8.0% | 0.007% | |
2/9/2024 | Corient Private Wealth LLC | 62,542 | $1.93M | 0.0% | +4.8% | 0.004% | |
2/9/2024 | Balentine LLC | 15,134 | $468K | 0.0% | -13.7% | 0.001% | |
2/9/2024 | PNC Financial Services Group Inc. | 53,839 | $1.66M | 0.0% | -71.7% | 0.003% | |
2/8/2024 | Equity Investment Corp | 1,977,651 | $61.13M | 1.7% | -1.9% | 0.116% | |
2/8/2024 | Quadrant Capital Group LLC | 13,272 | $410K | 0.0% | -13.8% | 0.001% | |
2/8/2024 | KLR Investment Advisors LLC | 8,510 | $263K | 0.2% | N/A | 0.000% | |
2/8/2024 | Janney Montgomery Scott LLC | 81,971 | $2.53M | 0.0% | +49.2% | 0.005% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 46,975 | $1.45M | 0.0% | +16.1% | 0.003% | |
2/8/2024 | D Orazio & Associates Inc. | 9,629 | $298K | 0.1% | -22.2% | 0.001% | |
2/8/2024 | Vise Technologies Inc. | 11,645 | $360K | 0.1% | +45.8% | 0.001% | |
2/8/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 19,713 | $603K | 0.0% | -18.1% | 0.001% | |
2/7/2024 | Boston Partners | 41,185 | $1.27M | 0.0% | -36.1% | 0.002% | |
2/7/2024 | Forum Financial Management LP | 42,361 | $1.31M | 0.0% | +6.0% | 0.002% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 18,466 | $571K | 0.0% | -1.8% | 0.001% | |
2/7/2024 | Dimensional Fund Advisors LP | 1,692,108 | $52.30M | 0.0% | +9.1% | 0.099% | |
2/7/2024 | QRG Capital Management Inc. | 251,168 | $7.76M | 0.1% | +0.9% | 0.015% | |
2/7/2024 | Johnson Investment Counsel Inc. | 7,280 | $225K | 0.0% | N/A | 0.000% | |
2/7/2024 | NBC Securities Inc. | 9,794 | $302K | 0.0% | -6.4% | 0.001% | |
2/7/2024 | BNP Paribas Financial Markets | 23,206 | $717K | 0.0% | +61.1% | 0.001% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 39,417 | $1.22M | 0.0% | -2.9% | 0.002% | |
2/7/2024 | Principal Securities Inc. | 1,313 | $41K | 0.0% | N/A | 0.000% | |
2/7/2024 | Heritage Investors Management Corp | 23,095 | $714K | 0.0% | -3.4% | 0.001% | |
2/6/2024 | Apollon Wealth Management LLC | 26,874 | $831K | 0.0% | +21.8% | 0.002% | |
2/6/2024 | LSV Asset Management | 490,142 | $15.15M | 0.0% | -0.1% | 0.029% | |
2/6/2024 | M&T Bank Corp | 8,764 | $271K | 0.0% | -21.9% | 0.001% | |
2/6/2024 | Summit Global Investments | 140,702 | $4.35M | 0.3% | +0.2% | 0.008% | |
2/6/2024 | Intelligence Driven Advisers LLC | 6,591 | $221K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 225,417 | $6.97M | 0.0% | -6.2% | 0.013% | |
2/6/2024 | Fisher Asset Management LLC | 9,670,076 | $298.90M | 0.1% | +2.7% | 0.565% | |
2/6/2024 | First Trust Direct Indexing L.P. | 44,280 | $1.37M | 0.1% | -5.0% | 0.003% | |
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2/5/2024 | Victory Capital Management Inc. | 25,495 | $788K | 0.0% | -49.1% | 0.001% | |
2/5/2024 | Hexagon Capital Partners LLC | 2,140 | $66K | 0.0% | +124.8% | 0.000% | |
2/5/2024 | Naviter Wealth LLC | 27,189 | $840K | 0.2% | +24.1% | 0.002% | |
2/5/2024 | Russell Investments Group Ltd. | 4,335 | $134K | 0.0% | -91.5% | 0.000% | |
2/2/2024 | Headlands Technologies LLC | 3,611 | $112K | 0.0% | N/A | 0.000% | |
2/2/2024 | Callan Capital LLC | 6,903 | $213K | 0.0% | N/A | 0.000% | |
2/2/2024 | Atria Wealth Solutions Inc. | 20,162 | $623K | 0.0% | +1.6% | 0.001% | |
2/1/2024 | GAMMA Investing LLC | 1,360 | $46K | 0.0% | N/A | 0.000% | |
2/1/2024 | Foster & Motley Inc. | 96,964 | $3.00M | 0.2% | +17.4% | 0.006% | |
2/1/2024 | RWA Wealth Partners LLC | 99,936 | $3.09M | 0.0% | N/A | 0.006% | |