4/26/2024 | Advisors Management Group Inc. ADV | 15,592 | $1.06M | 0.3% | -1.6% | 0.002% | |
4/26/2024 | Sage Rhino Capital LLC | 3,953 | $270K | 0.1% | +21.5% | 0.001% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 9,776 | $667K | 0.4% | +7.6% | 0.001% | |
4/26/2024 | Carr Financial Group Corp | 5,052 | $345K | 0.1% | -7.0% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 22,957 | $1.57M | 0.1% | +7.7% | 0.003% | |
4/26/2024 | Meridian Wealth Management LLC | 5,489 | $374K | 0.1% | +6.4% | 0.001% | |
|
4/25/2024 | Strategy Asset Managers LLC | 42,431 | $2.90M | 0.6% | -3.3% | 0.006% | |
4/25/2024 | Aaron Wealth Advisors LLC | 6,355 | $434K | 0.1% | +61.8% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 15,124 | $1.03M | 0.0% | N/A | 0.002% | |
4/23/2024 | Global Retirement Partners LLC | 1,860 | $127K | 0.0% | +43.0% | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 7,724 | $527K | 0.0% | N/A | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 6,272 | $428K | 0.0% | -20.7% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 66,997 | $4.57M | 0.0% | -4.0% | 0.009% | |
4/22/2024 | PFG Investments LLC | 10,447 | $713K | 0.0% | N/A | 0.001% | |
4/22/2024 | Raymond James & Associates | 1,268,521 | $86.54M | 0.1% | +0.6% | 0.171% | |
4/19/2024 | First Trust Direct Indexing L.P. | 25,018 | $1.71M | 0.1% | -1.4% | 0.003% | |
4/18/2024 | Naviter Wealth LLC | 16,325 | $1.11M | 0.2% | +7.8% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,862 | $127K | 0.0% | +7,995.7% | 0.000% | |
4/18/2024 | Park Place Capital Corp | 11,907 | $812K | 0.3% | -15.0% | 0.002% | |
4/18/2024 | LVW Advisors LLC | 4,727 | $322K | 0.1% | N/A | 0.001% | |
4/18/2024 | Barry Investment Advisors LLC | 7,762 | $530K | 0.2% | -4.8% | 0.001% | |
4/18/2024 | Optas LLC | 6,163 | $420K | 0.1% | +5.3% | 0.001% | |
4/17/2024 | Romano Brothers AND Company | 14,622 | $998K | 0.1% | -4.8% | 0.002% | |
4/17/2024 | First Bank & Trust | 53,996 | $3.68M | 0.8% | +3.0% | 0.007% | |
4/17/2024 | Burns J W & Co. Inc. NY | 4,235 | $289K | 0.0% | -5.4% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 6,168 | $421K | 0.0% | -5.1% | 0.001% | |
4/16/2024 | LongView Wealth Management | 4,941 | $337K | 0.1% | -9.7% | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 158,344 | $10.80M | 0.5% | -3.6% | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,360 | $707K | 0.0% | -5.9% | 0.001% | |
4/15/2024 | Elevated Capital Advisors LLC | 24,506 | $1.67M | 0.5% | +4.7% | 0.003% | |
4/12/2024 | Gilman Hill Asset Management LLC | 34,039 | $2.32M | 0.4% | +16.1% | 0.005% | |
4/12/2024 | Miller Howard Investments Inc. NY | 89,590 | $6.11M | 0.2% | -4.3% | 0.012% | |
4/11/2024 | Ballentine Partners LLC | 8,685 | $592K | 0.0% | +10.9% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 29,036 | $1.98M | 0.0% | +69.2% | 0.004% | |
4/10/2024 | Lantz Financial LLC | 6,723 | $459K | 0.1% | +11.2% | 0.001% | |
4/10/2024 | Bruce G. Allen Investments LLC | 859 | $59K | 0.0% | -15.8% | 0.000% | |
4/10/2024 | Fulton Bank N.A. | 35,277 | $2.41M | 0.1% | -0.6% | 0.005% | |
4/9/2024 | Mather Group LLC. | 474 | $32K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 1,730 | $118K | 0.0% | +99.3% | 0.000% | |
4/5/2024 | CWM LLC | 4,191 | $286K | 0.0% | +22.5% | 0.001% | |
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3/26/2024 | HighPoint Advisor Group LLC | 8,095 | $550K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 66,656 | $4.53M | 0.0% | -2.5% | 0.009% | |
3/14/2024 | Hennessy Advisors Inc. | 164,244 | $11.17M | 0.6% | -4.7% | 0.022% | |
3/14/2024 | Leo Wealth LLC | 21,042 | $1.43M | 0.1% | N/A | 0.003% | |
3/8/2024 | Trust Co. of Vermont | 2,116 | $144K | 0.0% | -19.1% | 0.000% | |
3/5/2024 | Fisher Asset Management LLC | 7,125 | $484K | 0.0% | +23.8% | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 53,274 | $3.62M | 0.0% | -1.3% | 0.007% | |
3/1/2024 | Creekmur Asset Management LLC | 426 | $29K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,644,235 | $111.79M | 0.0% | -8.8% | 0.221% | |
2/26/2024 | Syon Capital LLC | 13,556 | $922K | 0.1% | +32.7% | 0.002% | |
2/21/2024 | Raleigh Capital Management Inc. | 34,879 | $2.37M | 1.1% | +8.7% | 0.005% | |
2/20/2024 | Sunpointe LLC | 5,148 | $356K | 0.5% | N/A | 0.001% | |
2/15/2024 | First County Bank CT | 24,771 | $1.68M | 0.8% | -5.1% | 0.003% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 10,121 | $688K | 0.0% | -6.7% | 0.001% | |
2/15/2024 | Barden Capital Management Inc. | 14,190 | $965K | 0.7% | +16.5% | 0.002% | |
2/14/2024 | American Trust Investment Advisors LLC | 5,237 | $356K | 0.2% | +24.5% | 0.001% | |
2/14/2024 | Logan Capital Management Inc. | 45,991 | $3.13M | 0.1% | +3.5% | 0.006% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,286,459 | $87.47M | 0.0% | +5.8% | 0.173% | |
2/13/2024 | Gabelli Funds LLC | 149,500 | $10.17M | 0.1% | -4.0% | 0.020% | |
2/13/2024 | Crossmark Global Holdings Inc. | 64,977 | $4.42M | 0.1% | -3.4% | 0.009% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,644,235 | $111.79M | 0.0% | -8.8% | 0.221% | |
2/13/2024 | CIBC Asset Management Inc | 104,089 | $7.07M | 0.0% | -3.7% | 0.014% | |
2/13/2024 | The Manufacturers Life Insurance Company | 383,895 | $26.10M | 0.0% | +0.2% | 0.052% | |
2/12/2024 | Scotia Capital Inc. | 11,778 | $801K | 0.0% | -5.6% | 0.002% | |
2/12/2024 | Qtron Investments LLC | 3,113 | $212K | 0.0% | N/A | 0.000% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 8,565 | $582K | 0.0% | -4.2% | 0.001% | |
2/12/2024 | Phillips Wealth Planners LLC | 3,467 | $229K | 0.3% | N/A | 0.000% | |
2/12/2024 | Stifel Financial Corp | 247,902 | $16.86M | 0.0% | +11.6% | 0.033% | |
2/12/2024 | JARISLOWSKY FRASER Ltd | 33,341 | $2.27M | 0.0% | +5.9% | 0.004% | |
2/12/2024 | Eaton Financial Holdings Company LLC | 87,870 | $5.97M | 1.4% | -5.6% | 0.012% | |
2/12/2024 | Parallel Advisors LLC | 2,342 | $159K | 0.0% | -22.8% | 0.000% | |
2/12/2024 | Hilltop Holdings Inc. | 9,182 | $624K | 0.1% | -9.9% | 0.001% | |
2/9/2024 | Advisory Services Network LLC | 8,434 | $573K | 0.0% | +55.4% | 0.001% | |
2/9/2024 | Orion Portfolio Solutions LLC | 15,597 | $1.08M | 0.0% | -31.6% | 0.002% | |
2/9/2024 | Commerce Bank | 7,183 | $488K | 0.0% | -2.7% | 0.001% | |
2/9/2024 | US Bancorp DE | 37,499 | $2.55M | 0.0% | +4.2% | 0.005% | |
2/9/2024 | Barry Investment Advisors LLC | 8,150 | $564K | 0.2% | -8.4% | 0.001% | |
2/9/2024 | EverSource Wealth Advisors LLC | 894 | $61K | 0.0% | +38.2% | 0.000% | |
2/9/2024 | Assetmark Inc. | 23,036 | $1.57M | 0.0% | +33.8% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 94,936 | $6.46M | 0.0% | +1.1% | 0.013% | |
2/9/2024 | Saratoga Research & Investment Management | 3,004 | $204K | 0.0% | N/A | 0.000% | |
2/9/2024 | Clearbridge Investments LLC | 97,288 | $6.62M | 0.0% | +1.3% | 0.013% | |
2/9/2024 | Wells Fargo & Company MN | 1,215,723 | $82.66M | 0.0% | +10.3% | 0.163% | |
2/9/2024 | Balentine LLC | 12,659 | $861K | 0.0% | +16.5% | 0.002% | |
2/9/2024 | Coldstream Capital Management Inc. | 4,212 | $286K | 0.0% | -5.9% | 0.001% | |
2/9/2024 | UBS Group AG | 147,515 | $10.03M | 0.0% | +1.5% | 0.020% | |
2/9/2024 | PNC Financial Services Group Inc. | 66,656 | $4.53M | 0.0% | -2.5% | 0.009% | |
2/8/2024 | Level Four Advisory Services LLC | 4,380 | $298K | 0.0% | +5.5% | 0.001% | |
2/8/2024 | Financial Advocates Investment Management | 4,868 | $331K | 0.0% | +28.7% | 0.001% | |
2/8/2024 | Meridian Wealth Management LLC | 5,161 | $351K | 0.0% | -51.5% | 0.001% | |
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2/8/2024 | Beacon Pointe Advisors LLC | 11,728 | $797K | 0.0% | -5.7% | 0.002% | |
2/8/2024 | Guardian Capital Advisors LP | 169,675 | $11.74M | 1.2% | -4.7% | 0.023% | |
2/8/2024 | Janney Montgomery Scott LLC | 81,251 | $5.52M | 0.0% | +14.4% | 0.011% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 19,586 | $1.33M | 0.0% | +13.7% | 0.003% | |
2/8/2024 | Vise Technologies Inc. | 9,927 | $675K | 0.1% | -6.2% | 0.001% | |
2/7/2024 | Avantax Advisory Services Inc. | 83,718 | $5.69M | 0.1% | -2.0% | 0.011% | |
2/7/2024 | Wambolt & Associates LLC | 26,252 | $1.79M | 0.3% | +14.0% | 0.004% | |
2/7/2024 | Checchi Capital Advisers LLC | 3,457 | $235K | 0.0% | -7.3% | 0.000% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 69,393 | $4.72M | 0.0% | +9.9% | 0.009% | |
2/7/2024 | Dimensional Fund Advisors LP | 670,631 | $45.60M | 0.0% | +0.9% | 0.090% | |