4/26/2024 | Advisors Management Group Inc. ADV | 38,465 | $453K | 0.1% | -3.4% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 14,578 | $172K | 0.0% | +49.1% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 266,098 | $3.13M | 0.1% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 92,303 | $1.09M | 0.1% | -11.0% | 0.000% | |
4/19/2024 | Norden Group LLC | 11,599 | $137K | 0.0% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 3,300 | $39K | 0.0% | N/A | 0.000% | |
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4/16/2024 | 180 Wealth Advisors LLC | 15,147 | $178K | 0.0% | +13.9% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 29,519 | $347K | 0.1% | +14.7% | 0.001% | |
4/15/2024 | Atlas Capital Advisors LLC | 19,551 | $230K | 0.0% | -23.8% | 0.000% | |
4/11/2024 | First Affirmative Financial Network | 36,083 | $425K | 0.3% | +8.4% | 0.001% | |
4/5/2024 | GAMMA Investing LLC | 3,662 | $43K | 0.0% | +118.2% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 19,750 | $226K | 0.0% | -6.4% | 0.000% | |
3/14/2024 | Leo Wealth LLC | 107,110 | $1.23M | 0.1% | N/A | 0.000% | |
3/4/2024 | Tucker Asset Management LLC | 6,650 | $76K | 0.0% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,633,135 | $18.67M | 0.0% | -0.9% | 0.000% | |
2/26/2024 | Syon Capital LLC | 19,046 | $218K | 0.0% | +39.2% | 0.000% | |
2/14/2024 | Logan Capital Management Inc. | 199,900 | $2.29M | 0.1% | +3.8% | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 37,876 | $434K | 0.0% | +98.3% | 0.000% | |
2/13/2024 | Gabelli Funds LLC | 85,600 | $978K | 0.0% | -4.5% | 0.000% | |
2/13/2024 | Crossmark Global Holdings Inc. | 180,962 | $2.07M | 0.0% | -1.6% | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 14,305 | $164K | 0.0% | -12.7% | 0.000% | |
2/12/2024 | Avestar Capital LLC | 12,871 | $147K | 0.0% | -19.0% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 77,605 | $913K | 0.0% | +6.7% | 0.000% | |
2/9/2024 | Team Hewins LLC | 28,288 | $323K | 0.0% | N/A | 0.000% | |
2/9/2024 | US Bancorp DE | 52,562 | $601K | 0.0% | +9.4% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 8,277 | $95K | 0.0% | +13.2% | 0.000% | |
2/9/2024 | Franklin Resources Inc. | 98,599 | $1.13M | 0.0% | -4.8% | 0.000% | |
2/9/2024 | Brandes Investment Partners LP | 1,642,782 | $18.78M | 0.3% | +60.7% | 0.000% | |
2/9/2024 | D.A. Davidson & CO. | 104,288 | $1.19M | 0.0% | +11.2% | 0.000% | |
2/8/2024 | Managed Asset Portfolios LLC | 1,853,694 | $21.19M | 3.2% | +0.1% | 0.000% | |
2/8/2024 | Thornburg Investment Management Inc. | 753,870 | $8.66M | 0.1% | -2.6% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 46,681 | $534K | 0.0% | +18.1% | 0.000% | |
2/7/2024 | Forum Financial Management LP | 40,070 | $458K | 0.0% | -2.2% | 0.002% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 20,989 | $240K | 0.0% | +7.0% | 0.001% | |
2/7/2024 | QRG Capital Management Inc. | 329,342 | $3.76M | 0.1% | +10.1% | 0.012% | |
2/7/2024 | BNP Paribas Financial Markets | 133,502 | $1.53M | 0.0% | +75.7% | 0.005% | |
2/7/2024 | Lincluden Management Ltd. | 271,074 | $3.10M | 0.4% | -1.5% | 0.010% | |
2/6/2024 | Gallacher Capital Management LLC | 35,331 | $404K | 0.2% | +6.6% | 0.000% | |
2/6/2024 | National Bank of Canada FI | 47,383 | $545K | 0.0% | -14.4% | 0.000% | |
2/6/2024 | Todd Asset Management LLC | 22,996 | $263K | 0.0% | -64.3% | 0.000% | |
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2/6/2024 | M&T Bank Corp | 10,264 | $117K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Global Investments | 30,327 | $347K | 0.0% | N/A | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 312,702 | $3.57M | 0.0% | +4.2% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 103,764 | $1.19M | 0.1% | -2.3% | 0.000% | |
2/2/2024 | Syon Capital LLC | 19,046 | $218K | 0.0% | +39.2% | 0.000% | |
2/1/2024 | CWM LLC | 3,586 | $41K | 0.0% | +53.1% | 0.000% | |
2/1/2024 | Signaturefd LLC | 37,582 | $430K | 0.0% | +5.8% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 18,839 | $215K | 0.1% | -13.5% | 0.000% | |
1/29/2024 | Simplicity Solutions LLC | 232,274 | $2.66M | 0.1% | +9.4% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 81,929 | $936K | 0.0% | +6.0% | 0.000% | |
1/26/2024 | Advisors Management Group Inc. ADV | 39,811 | $455K | 0.1% | -4.8% | 0.000% | |
1/26/2024 | Optas LLC | 12,257 | $140K | 0.0% | N/A | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 10,603 | $121K | 0.0% | N/A | 0.000% | |
1/25/2024 | Bleakley Financial Group LLC | 233,158 | $2.67M | 0.1% | +9.8% | 0.000% | |
1/22/2024 | Five Oceans Advisors | 12,362 | $141K | 0.1% | -38.8% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 9,523 | $109K | 0.0% | +31,643.3% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 25,505 | $292K | 0.0% | N/A | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 74,940 | $857K | 0.1% | -3.9% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 38,423 | $439K | 0.0% | +56.6% | 0.000% | |
1/16/2024 | Raymond James & Associates | 119,349 | $1.36M | 0.0% | -2.8% | 0.000% | |
1/8/2024 | First Affirmative Financial Network | 33,273 | $380K | 0.3% | +19.8% | 0.000% | |
11/30/2023 | American Century Companies Inc. | 827,488 | $9.51M | 0.0% | +7.7% | 0.031% | |
11/16/2023 | Penserra Capital Management LLC | 219,144 | $2.52M | 0.1% | -69.7% | 0.008% | |
11/15/2023 | Ramirez Asset Management Inc. | 37,373 | $429K | 0.1% | N/A | 0.001% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 204,997 | $2.36M | 0.0% | +2.2% | 0.008% | |
11/15/2023 | Advisors Asset Management Inc. | 134,427 | $1.55M | 0.0% | -1.8% | 0.005% | |
11/14/2023 | Logan Capital Management Inc. | 192,557 | $2.21M | 0.1% | +5.7% | 0.007% | |
11/14/2023 | Morningstar Investment Services LLC | 19,101 | $218K | 0.0% | +8.4% | 0.001% | |
11/14/2023 | Qube Research & Technologies Ltd | 254,687 | $2.93M | 0.0% | +110.7% | 0.010% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 203,494 | $2.34M | 0.0% | +6.4% | 0.008% | |
11/13/2023 | Natixis Advisors L.P. | 300,006 | $3.45M | 0.0% | +3.2% | 0.011% | |
11/13/2023 | Optiver Holding B.V. | 118,447 | $1.36M | 0.0% | -15.0% | 0.004% | |
11/13/2023 | Stifel Financial Corp | 159,138 | $1.83M | 0.0% | -22.9% | 0.006% | |
11/13/2023 | Mariner LLC | 177,316 | $2.04M | 0.0% | +9.1% | 0.007% | |
11/13/2023 | LPL Financial LLC | 378,199 | $4.35M | 0.0% | +7.2% | 0.014% | |
11/13/2023 | Brandes Investment Partners LP | 1,022,344 | $11.75M | 0.2% | +1.8% | 0.038% | |
11/13/2023 | Qtron Investments LLC | 47,346 | $544K | 0.1% | N/A | 0.002% | |
11/13/2023 | FMR LLC | 969,939 | $11.15M | 0.0% | -4.6% | 0.036% | |
11/13/2023 | Envestnet Asset Management Inc. | 599,366 | $6.89M | 0.0% | -12.5% | 0.023% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 19,609 | $225K | 0.0% | N/A | 0.001% | |
11/13/2023 | QRG Capital Management Inc. | 299,117 | $3.44M | 0.1% | N/A | 0.011% | |
11/13/2023 | Checchi Capital Advisers LLC | 12,489 | $143K | 0.0% | N/A | 0.000% | |
11/13/2023 | PNC Financial Services Group Inc. | 21,100 | $242K | 0.0% | +15.2% | 0.001% | |
11/9/2023 | Catalyst Capital Advisors LLC | 171,340 | $1.97M | 0.1% | +2.4% | 0.006% | |
11/9/2023 | Ellevest Inc. | 32,312 | $371K | 0.0% | +25.7% | 0.001% | |
11/9/2023 | Greenleaf Trust | 65,357 | $751K | 0.0% | +1.9% | 0.002% | |
11/9/2023 | Managed Asset Portfolios LLC | 1,852,663 | $21.29M | 3.3% | +15.3% | 0.070% | |
11/9/2023 | Citigroup Inc. | 242,746 | $2.79M | 0.0% | +24.1% | 0.009% | |
11/9/2023 | UBS Group AG | 329,702 | $3.79M | 0.0% | +544.6% | 0.012% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 21,780 | $250K | 0.1% | -67.6% | 0.001% | |
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11/8/2023 | HighTower Advisors LLC | 44,866 | $514K | 0.0% | -27.1% | 0.002% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 39,520 | $454K | 0.0% | +14.5% | 0.001% | |
11/8/2023 | D.A. Davidson & CO. | 93,776 | $1.08M | 0.0% | -1.2% | 0.004% | |
11/8/2023 | Janney Montgomery Scott LLC | 42,238 | $485K | 0.0% | -5.1% | 0.002% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 54,774 | $629K | 0.0% | -3.0% | 0.002% | |
11/8/2023 | Keybank National Association OH | 17,704 | $203K | 0.0% | -12.4% | 0.001% | |
11/7/2023 | New York State Common Retirement Fund | 3,463 | $40K | 0.0% | N/A | 0.000% | |
11/7/2023 | Barclays PLC | 357,145 | $4.10M | 0.0% | +16.4% | 0.013% | |
11/4/2023 | NBC Securities Inc. | 22,964 | $263K | 0.0% | N/A | 0.001% | |
11/4/2023 | Syon Capital LLC | 13,681 | $157K | 0.0% | N/A | 0.001% | |