5/2/2024 | PDS Planning Inc | 31,333 | $128K | 0.0% | +20.3% | 0.003% | |
5/1/2024 | BNP Paribas Financial Markets | 79,582 | $326K | 0.0% | +101.2% | 0.008% | |
5/1/2024 | Intelligence Driven Advisers LLC | 31,435 | $129K | 0.0% | +60.3% | 0.003% | |
5/1/2024 | Sequoia Financial Advisors LLC | 88,760 | $364K | 0.0% | +69.8% | 0.009% | |
4/30/2024 | HB Wealth Management LLC | 11,123 | $46K | 0.0% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 24,209 | $99K | 0.0% | -91.2% | 0.002% | |
|
4/19/2024 | Sivia Capital Partners LLC | 35,186 | $144K | 0.1% | +33.0% | 0.004% | |
4/15/2024 | Sunbelt Securities Inc. | 7,886 | $32K | 0.0% | N/A | 0.001% | |
4/5/2024 | CWM LLC | 18,073 | $74K | 0.0% | +66.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 26,454 | $128K | 0.1% | N/A | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 8,984 | $43K | 0.0% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,756 | $33K | 0.0% | +307.5% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 147,238 | $710K | 0.0% | -4.8% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 35,010 | $169K | 0.0% | -32.9% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 11,666 | $56K | 0.0% | -59.3% | 0.000% | |
2/6/2024 | Intelligence Driven Advisers LLC | 19,608 | $95K | 0.0% | +43.4% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 273,567 | $1.32M | 0.1% | -27.3% | 0.000% | |
2/1/2024 | PDS Planning Inc | 26,043 | $126K | 0.0% | -34.1% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 61,676 | $297K | 0.0% | -30.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 52,277 | $252K | 0.0% | -15.0% | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 13,390 | $65K | 0.0% | N/A | 0.000% | |
1/18/2024 | Blue Trust Inc. | 14,800 | $72K | 0.0% | +71.5% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 27,110 | $131K | 0.0% | N/A | 0.000% | |
12/6/2023 | Citigroup Inc. | 79,048 | $386K | 0.0% | -3.3% | 0.011% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 30,303 | $148K | 0.0% | -60.7% | 0.004% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 205,702 | $1.00M | 0.0% | +12.2% | 0.029% | |
11/13/2023 | QRG Capital Management Inc. | 28,694 | $140K | 0.0% | N/A | 0.004% | |
11/13/2023 | PNC Financial Services Group Inc. | 67,907 | $331K | 0.0% | +6.2% | 0.009% | |
11/9/2023 | Rhumbline Advisers | 462,558 | $2.26M | 0.0% | +2.4% | 0.065% | |
11/8/2023 | Sequoia Financial Advisors LLC | 61,475 | $300K | 0.0% | -11.4% | 0.009% | |
11/7/2023 | Intelligence Driven Advisers LLC | 13,673 | $64K | 0.0% | N/A | 0.002% | |
11/6/2023 | Ieq Capital LLC | 12,481 | $61K | 0.0% | N/A | 0.002% | |
11/1/2023 | Orion Portfolio Solutions LLC | 33,200 | $162K | 0.0% | -35.5% | 0.005% | |
10/30/2023 | First Trust Direct Indexing L.P. | 376,232 | $1.84M | 0.2% | -3.6% | 0.053% | |
10/27/2023 | BSW Wealth Partners | 15,402 | $75K | 0.0% | -18.9% | 0.002% | |
10/26/2023 | Advisor Partners II LLC | 33,930 | $166K | 0.0% | +27.7% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 47,482 | $232K | 0.0% | -17.7% | 0.007% | |
10/24/2023 | Xponance Inc. | 10,173 | $50K | 0.0% | N/A | 0.001% | |
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10/13/2023 | Ritholtz Wealth Management | 12,978 | $63K | 0.0% | -64.8% | 0.002% | |
10/11/2023 | Ronald Blue Trust Inc. | 8,632 | $42K | 0.0% | +39.6% | 0.001% | |
10/11/2023 | CWM LLC | 10,822 | $53K | 0.0% | +31.2% | 0.002% | |
9/21/2023 | Barclays PLC | 11,600 | $70K | 0.0% | N/A | 0.002% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 77,075 | $467K | 0.0% | -14.7% | 0.011% | |
8/11/2023 | PNC Financial Services Group Inc. | 63,927 | $387K | 0.0% | +17.2% | 0.009% | |
8/8/2023 | Rhumbline Advisers | 451,553 | $2.74M | 0.0% | N/A | 0.063% | |
8/8/2023 | Sequoia Financial Advisors LLC | 69,346 | $420K | 0.0% | +12.4% | 0.010% | |
8/4/2023 | Quantinno Capital Management LP | 16,592 | $101K | 0.0% | N/A | 0.002% | |
7/31/2023 | Inspire Advisors LLC | 15,250 | $92K | 0.0% | +23.3% | 0.002% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 50,212 | $304K | 0.0% | +19.0% | 0.007% | |
7/17/2023 | Ritholtz Wealth Management | 36,851 | $223K | 0.0% | -8.9% | 0.005% | |
7/14/2023 | Ronald Blue Trust Inc. | 6,182 | $39K | 0.0% | -68.4% | 0.001% | |
7/14/2023 | First Trust Direct Indexing L.P. | 390,300 | $2.37M | 0.3% | +44.6% | 0.055% | |
5/22/2023 | Arete Wealth Advisors LLC | 10,919 | $592K | 0.0% | N/A | 0.002% | |
5/12/2023 | Ethic Inc. | 132,094 | $843K | 0.0% | +10.5% | 0.018% | |
5/11/2023 | Balentine LLC | 27,780 | $177K | 0.0% | -17.0% | 0.004% | |
5/11/2023 | Cerity Partners LLC | 103,087 | $658K | 0.0% | +12.3% | 0.014% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 42,181 | $270K | 0.0% | +20.7% | 0.006% | |
5/2/2023 | PDS Planning Inc | 37,292 | $238K | 0.0% | +103.3% | 0.005% | |
5/1/2023 | Arete Wealth Advisors LLC | 10,919 | $591.92B | 0.0% | N/A | 0.002% | |
4/28/2023 | Schechter Investment Advisors LLC | 28,669 | $183K | 0.0% | +20.4% | 0.004% | |
4/27/2023 | First Trust Direct Indexing L.P. | 269,952 | $1.72M | 0.2% | +26.3% | 0.038% | |
4/25/2023 | Sequoia Financial Advisors LLC | 61,676 | $393K | 0.0% | +7.9% | 0.009% | |
4/24/2023 | Inspire Advisors LLC | 12,364 | $79K | 0.0% | +21.2% | 0.002% | |
4/20/2023 | Ritholtz Wealth Management | 40,435 | $258K | 0.0% | +34.7% | 0.006% | |
4/17/2023 | Ronald Blue Trust Inc. | 19,540 | $97K | 0.0% | +25.2% | 0.003% | |
4/13/2023 | Drive Wealth Management LLC | 12,493 | $80K | 0.0% | +24.0% | 0.002% | |
3/6/2023 | OLD Mission Capital LLC | 34,591 | $172K | 0.0% | N/A | 0.005% | |
2/13/2023 | Schechter Investment Advisors LLC | 23,819 | $118K | 0.0% | +38.6% | 0.003% | |
2/13/2023 | Quadrant Capital Group LLC | 10,230 | $51K | 0.0% | +54.8% | 0.001% | |
2/10/2023 | Schroder Investment Management Group | 15,477 | $77K | 0.0% | -23.8% | 0.002% | |
2/10/2023 | Sequoia Financial Advisors LLC | 57,151 | $283K | 0.0% | +61.0% | 0.008% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 138,680 | $688K | 0.0% | -48.2% | 0.019% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 154,622 | $767K | 0.0% | -37.4% | 0.022% | |
2/10/2023 | PNC Financial Services Group Inc. | 50,785 | $252K | 0.0% | -7.3% | 0.007% | |
2/9/2023 | Dimensional Fund Advisors LP | 4,383,885 | $21.74M | 0.0% | -4.2% | 0.613% | |
2/9/2023 | Citigroup Inc. | 84,813 | $421K | 0.0% | -23.4% | 0.012% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 19,819 | $98K | 0.0% | -25.2% | 0.003% | |
2/7/2023 | Envestnet Asset Management Inc. | 34,530 | $171K | 0.0% | +30.5% | 0.005% | |
2/6/2023 | Brinker Capital Investments LLC | 24,843 | $123K | 0.0% | N/A | 0.003% | |
2/6/2023 | Arete Wealth Advisors LLC | 8,597 | $508.94B | 0.0% | N/A | 0.001% | |
2/6/2023 | MFA Wealth Advisors LLC | 28,687 | $142K | 0.1% | +16.5% | 0.004% | |
1/31/2023 | Balentine LLC | 33,454 | $166K | 0.0% | +106.3% | 0.005% | |
1/27/2023 | Drive Wealth Management LLC | 10,072 | $50K | 0.0% | N/A | 0.001% | |
1/27/2023 | PDS Planning Inc | 18,345 | $91K | 0.0% | -18.8% | 0.003% | |
1/26/2023 | Inspire Advisors LLC | 10,203 | $51K | 0.0% | N/A | 0.001% | |
1/20/2023 | Veriti Management LLC | 213,747 | $1.06M | 0.1% | +23.7% | 0.030% | |
1/19/2023 | Ritholtz Wealth Management | 30,011 | $149K | 0.0% | -64.8% | 0.004% | |
1/18/2023 | Sequoia Financial Advisors LLC | 57,151 | $283K | 0.0% | +61.0% | 0.008% | |
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1/17/2023 | Ronald Blue Trust Inc. | 15,609 | $64K | 0.0% | +93.9% | 0.002% | |
11/22/2022 | MFA Wealth Advisors LLC | 24,616 | $100K | 0.0% | N/A | 0.003% | |
11/15/2022 | Ethic Inc. | 93,353 | $381K | 0.0% | -5.5% | 0.013% | |
11/10/2022 | Connor Clark & Lunn Investment Management Ltd. | 267,565 | $1.09M | 0.0% | +126.1% | 0.037% | |
11/10/2022 | Dimensional Fund Advisors LP | 4,576,382 | $18.68M | 0.0% | -2.8% | 0.639% | |
11/4/2022 | Schechter Investment Advisors LLC | 17,181 | $70K | 0.0% | +25.8% | 0.002% | |
11/2/2022 | PDS Planning Inc | 22,589 | $92K | 0.0% | +23.1% | 0.003% | |
10/27/2022 | Veriti Management LLC | 172,850 | $705K | 0.1% | -17.5% | 0.024% | |
10/26/2022 | Balentine LLC | 16,215 | $66K | 0.0% | -33.0% | 0.002% | |
10/21/2022 | Ronald Blue Trust Inc. | 8,051 | $45K | 0.0% | +641.3% | 0.001% | |