5/3/2024 | Lorne Steinberg Wealth Management Inc. | 470,054 | $7.75M | 2.4% | +0.2% | 0.013% | |
5/2/2024 | Financial Counselors Inc. | 24,879 | $410K | 0.0% | +4.0% | 0.001% | |
5/1/2024 | Resonant Capital Advisors LLC | 12,053 | $199K | 0.0% | +14.4% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 82,260 | $1.36M | 0.0% | +18.9% | 0.002% | |
5/1/2024 | BNP Paribas Financial Markets | 690,247 | $11.38M | 0.0% | -22.8% | 0.019% | |
5/1/2024 | Sequoia Financial Advisors LLC | 40,847 | $674K | 0.0% | -43.9% | 0.001% | |
|
5/1/2024 | Diversify Advisory Services LLC | 40,562 | $667K | 0.0% | N/A | 0.001% | |
4/30/2024 | Norden Group LLC | 31,167 | $514K | 0.0% | N/A | 0.001% | |
4/30/2024 | Caprock Group LLC | 63,940 | $1.05M | 0.1% | -2.5% | 0.002% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 11,651 | $192K | 0.0% | +5,319.1% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 17,462 | $288K | 0.0% | +11.8% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 20,164 | $333K | 0.0% | -11.7% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 51,982 | $857K | 0.1% | +6.6% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 16,863 | $278K | 0.0% | +4.9% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 20,060 | $331K | 0.0% | -4.9% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 17,851 | $294K | 0.0% | N/A | 0.000% | |
4/23/2024 | Iowa State Bank | 39,588 | $653K | 0.1% | -18.4% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 2,382 | $39K | 0.0% | -52.3% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 70,900 | $1.17M | 0.0% | -11.3% | 0.002% | |
4/23/2024 | Genesee Capital Advisors LLC | 55,975 | $923K | 0.5% | N/A | 0.002% | |
4/22/2024 | Nilsine Partners LLC | 18,253 | $301K | 0.0% | +69.4% | 0.000% | |
4/22/2024 | Raymond James & Associates | 580,379 | $9.57M | 0.0% | +18.7% | 0.016% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 51,534 | $850K | 0.2% | +4.3% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 133,359 | $2.20M | 0.2% | -11.0% | 0.004% | |
4/19/2024 | Wealthstar Advisors LLC | 23,153 | $382K | 0.1% | +14.0% | 0.001% | |
4/19/2024 | Norden Group LLC | 31,167 | $514K | 0.0% | N/A | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 74,668 | $1.23M | 0.2% | +25.5% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 11,651 | $192K | 0.0% | +5,319.1% | 0.000% | |
4/18/2024 | Park Place Capital Corp | 18,572 | $306K | 0.1% | -33.9% | 0.000% | |
4/18/2024 | Claro Advisors LLC | 13,438 | $222K | 0.0% | +5.5% | 0.000% | |
4/18/2024 | BKM Wealth Management LLC | 31,515 | $520K | 0.2% | +35.6% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 70,844 | $1.17M | 0.1% | +131.2% | 0.002% | |
4/16/2024 | Galibier Capital Management Ltd. | 92,208 | $1.52M | 0.4% | +58.4% | 0.002% | |
4/16/2024 | Financial Management Professionals Inc. | 1,639 | $27K | 0.0% | +67.8% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 96,682 | $1.59M | 0.0% | +8.1% | 0.003% | |
4/12/2024 | Strategic Planning Group LLC | 40,774 | $672K | 0.2% | +14.5% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 41,899 | $691K | 0.0% | +3.6% | 0.001% | |
4/11/2024 | &PARTNERS | 11,060 | $193K | 0.0% | N/A | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 84,922 | $1.40M | 0.1% | N/A | 0.002% | |
4/10/2024 | Park Avenue Securities LLC | 40,039 | $660K | 0.0% | -57.3% | 0.001% | |
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4/5/2024 | NBC Securities Inc. | 2,523 | $41K | 0.0% | -38.4% | 0.000% | |
4/5/2024 | CWM LLC | 10,456 | $172K | 0.0% | -7.4% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 48,934 | $807K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 97,975 | $1.47M | 0.0% | +8.1% | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,686 | $160K | 0.0% | N/A | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 12,538 | $188K | 0.1% | N/A | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 63,677,437 | $956.44M | 0.5% | +8.5% | 1.709% | |
3/4/2024 | Richardson Financial Services Inc. | 1,880 | $28K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 8,568,136 | $128.69M | 0.0% | +7.8% | 0.230% | |
2/26/2024 | Syon Capital LLC | 12,045 | $181K | 0.0% | -7.7% | 0.000% | |
2/26/2024 | Virtu Financial LLC | 28,563 | $429K | 0.0% | N/A | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 1,438,270 | $21.60M | 0.2% | -1.2% | 0.039% | |
2/14/2024 | Neuberger Berman Group LLC | 628,855 | $9.44M | 0.0% | -0.8% | 0.017% | |
2/14/2024 | Lighthouse Investment Partners LLC | 93,881 | $1.40M | 0.1% | N/A | 0.003% | |
2/14/2024 | Logan Capital Management Inc. | 166,602 | $2.50M | 0.1% | +4.5% | 0.004% | |
2/14/2024 | Capital Fund Management S.A. | 450,115 | $6.76M | 0.0% | -12.8% | 0.012% | |
2/14/2024 | Personal CFO Solutions LLC | 17,861 | $268K | 0.0% | +5.0% | 0.000% | |
2/14/2024 | Seven Eight Capital LP | 131,606 | $1.98M | 0.2% | N/A | 0.004% | |
2/14/2024 | AdvisorShares Investments LLC | 38,082 | $572K | 0.1% | N/A | 0.001% | |
2/13/2024 | Crossmark Global Holdings Inc. | 222,400 | $3.34M | 0.1% | +1.3% | 0.006% | |
2/13/2024 | Capital Research Global Investors | 134,814 | $2.02M | 0.0% | +1.1% | 0.004% | |
2/13/2024 | Lake Street Advisors Group LLC | 13,723 | $206K | 0.0% | -6.8% | 0.000% | |
2/13/2024 | Goldman Sachs Group Inc. | 8,568,136 | $128.69M | 0.0% | +7.8% | 0.230% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 35,444 | $532K | 0.3% | +48.6% | 0.001% | |
2/13/2024 | Dorsey Wright & Associates | 163,884 | $2.46M | 0.7% | -7.0% | 0.004% | |
2/12/2024 | Scotia Capital Inc. | 223,158 | $3.35M | 0.0% | -0.8% | 0.006% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 39,956 | $600K | 0.0% | +3.1% | 0.001% | |
2/12/2024 | Letko Brosseau & Associates Inc. | 63,910 | $960K | 0.0% | -4.9% | 0.002% | |
2/12/2024 | Avestar Capital LLC | 10,526 | $158K | 0.0% | -38.8% | 0.000% | |
2/12/2024 | Catalytic Wealth RIA LLC | 19,253 | $289K | 0.1% | N/A | 0.001% | |
2/12/2024 | Sanders Capital LLC | 232,702 | $3.50M | 0.0% | -0.5% | 0.006% | |
2/12/2024 | Fiduciary Trust Co | 18,316 | $275K | 0.0% | +10.3% | 0.000% | |
2/12/2024 | Stifel Financial Corp | 703,794 | $10.57M | 0.0% | +1.4% | 0.019% | |
2/12/2024 | JARISLOWSKY FRASER Ltd | 69,133 | $1.04M | 0.0% | -7.1% | 0.002% | |
2/12/2024 | Hsbc Holdings PLC | 302,877 | $4.55M | 0.0% | -2.4% | 0.008% | |
2/9/2024 | Advisory Services Network LLC | 52,619 | $790K | 0.0% | +2.6% | 0.001% | |
2/9/2024 | Neuberger Berman Group LLC | 628,855 | $9.44M | 0.0% | -0.8% | 0.017% | |
2/9/2024 | Orion Portfolio Solutions LLC | 237,653 | $3.46M | 0.0% | +121.8% | 0.006% | |
2/9/2024 | US Bancorp DE | 122,402 | $1.84M | 0.0% | -5.1% | 0.003% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 92,050 | $1.38M | 0.0% | +324.3% | 0.002% | |
2/9/2024 | Moreno Evelyn V | 25,210 | $379K | 0.2% | +5.7% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,927 | $89K | 0.0% | +17.5% | 0.000% | |
2/9/2024 | Franklin Resources Inc. | 233,251 | $3.50M | 0.0% | -9.8% | 0.006% | |
2/9/2024 | Assetmark Inc. | 39,059 | $587K | 0.0% | +21.1% | 0.001% | |
2/9/2024 | Trexquant Investment LP | 275,018 | $4.13M | 0.1% | +254.9% | 0.007% | |
2/9/2024 | Corient Private Wealth LLC | 125,244 | $1.88M | 0.0% | +1.1% | 0.003% | |
2/9/2024 | Wells Fargo & Company MN | 1,332,957 | $20.02M | 0.0% | +96.6% | 0.036% | |
2/9/2024 | Mckinley Capital Management LLC | 36,600 | $550K | 0.1% | +67.6% | 0.001% | |
2/9/2024 | Coldstream Capital Management Inc. | 11,408 | $171K | 0.0% | N/A | 0.000% | |
2/9/2024 | UBS Group AG | 518,620 | $7.79M | 0.0% | -2.9% | 0.014% | |
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2/9/2024 | PNC Financial Services Group Inc. | 97,975 | $1.47M | 0.0% | +8.1% | 0.003% | |
2/8/2024 | Quadrant Capital Group LLC | 35,105 | $527K | 0.0% | +5.5% | 0.001% | |
2/8/2024 | Guardian Capital Advisors LP | 761,118 | $11.07M | 1.2% | -4.7% | 0.020% | |
2/8/2024 | Thornburg Investment Management Inc. | 510,479 | $7.62M | 0.1% | -36.5% | 0.014% | |
2/8/2024 | Janney Montgomery Scott LLC | 69,174 | $1.04M | 0.0% | +85.3% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 104,609 | $1.57M | 0.0% | +8.4% | 0.003% | |
2/8/2024 | Quotient Wealth Partners LLC | 11,289 | $170K | 0.0% | N/A | 0.000% | |
2/7/2024 | Avantax Advisory Services Inc. | 48,058 | $722K | 0.0% | +3.2% | 0.001% | |
2/7/2024 | Ieq Capital LLC | 12,562 | $189K | 0.0% | +7.9% | 0.000% | |
2/7/2024 | Forum Financial Management LP | 42,816 | $643K | 0.0% | +43.3% | 0.001% | |