5/1/2024 | StoneX Group Inc. | 191,835 | $996K | 0.1% | N/A | 0.022% | |
5/1/2024 | BNP Paribas Financial Markets | 385,600 | $2.00M | 0.0% | +41.4% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 52,736 | $274K | 0.0% | +21.1% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 9,540 | $50K | 0.0% | +27.6% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 109,277 | $567K | 0.0% | -11.1% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 27,892 | $145K | 0.0% | +7.7% | 0.000% | |
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4/11/2024 | Ballentine Partners LLC | 53,871 | $280K | 0.0% | +26.9% | 0.000% | |
4/11/2024 | BTC Capital Management Inc. | 206,760 | $1.07M | 0.1% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 72,096 | $347K | 0.0% | +4.4% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 20,009 | $96K | 0.1% | N/A | 0.000% | |
2/13/2024 | Gabelli Funds LLC | 428,000 | $2.06M | 0.0% | -0.5% | 0.000% | |
2/12/2024 | Parallel Advisors LLC | 9,145 | $44K | 0.0% | -46.5% | 0.000% | |
2/12/2024 | Hsbc Holdings PLC | 379,037 | $1.83M | 0.0% | -49.5% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 21,347 | $103K | 0.0% | +9.3% | 0.000% | |
2/9/2024 | Balentine LLC | 22,309 | $107K | 0.0% | +9.6% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 72,096 | $347K | 0.0% | +4.4% | 0.000% | |
2/8/2024 | Quadrant Capital Group LLC | 68,292 | $328K | 0.0% | +9.7% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 104,049 | $500K | 0.0% | -4.0% | 0.000% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 18,717 | $90K | 0.0% | -31.0% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 33,233 | $160K | 0.0% | +21.7% | 0.000% | |
2/7/2024 | Jump Financial LLC | 46,229 | $222K | 0.0% | +10.7% | 0.000% | |
2/7/2024 | BNP Paribas Financial Markets | 272,748 | $1.31M | 0.0% | +36.7% | 0.000% | |
2/6/2024 | West Family Investments Inc. | 32,160 | $155K | 0.1% | +63.7% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 122,902 | $591K | 0.1% | -10.5% | 0.000% | |
2/5/2024 | Savant Capital LLC | 16,086 | $77K | 0.0% | -12.7% | 0.002% | |
2/1/2024 | GAMMA Investing LLC | 7,970 | $38K | 0.0% | N/A | 0.000% | |
2/1/2024 | CWM LLC | 12,725 | $61K | 0.0% | +17.1% | 0.000% | |
2/1/2024 | Signaturefd LLC | 34,984 | $168K | 0.0% | +23.2% | 0.000% | |
1/30/2024 | SVB Wealth LLC | 14,849 | $71K | 0.0% | -16.2% | 0.000% | |
1/29/2024 | Janiczek Wealth Management LLC | 25,895 | $125K | 0.0% | +11.7% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 100,373 | $483K | 0.0% | +3.7% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 43,560 | $210K | 0.0% | -11.3% | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 42,452 | $204K | 0.0% | +19.3% | 0.000% | |
1/23/2024 | Colonial River Wealth Management LLC | 12,190 | $59K | 0.0% | +21.1% | 0.000% | |
1/18/2024 | Caprock Group LLC | 24,154 | $116K | 0.0% | +16.2% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 8,302 | $39K | 0.0% | +49.7% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 397,649 | $1.91M | 0.1% | -8.3% | 0.000% | |
12/6/2023 | Citigroup Inc. | 175,121 | $828K | 0.0% | +12.9% | 0.000% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 1,753,820 | $8.30M | 0.1% | -11.0% | 0.000% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 37,728 | $178K | 0.0% | -63.0% | 0.000% | |
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11/13/2023 | Acadian Asset Management LLC | 194,457 | $918K | 0.0% | -15.5% | 0.000% | |
11/13/2023 | Hsbc Holdings PLC | 750,937 | $3.55M | 0.0% | +154.6% | 0.000% | |
11/13/2023 | Claret Asset Management Corp | 47,350 | $224K | 0.0% | -12.6% | 0.000% | |
11/13/2023 | Balentine LLC | 20,364 | $96K | 0.0% | -19.8% | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 27,299 | $129K | 0.0% | N/A | 0.000% | |
11/9/2023 | Citigroup Inc. | 175,121 | $828K | 0.0% | +12.9% | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 108,329 | $512K | 0.0% | +12.5% | 0.000% | |
11/8/2023 | Sequoia Financial Advisors LLC | 49,087 | $232K | 0.0% | +6.0% | 0.000% | |
11/8/2023 | Pinnacle Wealth Planning Services Inc. | 27,123 | $128K | 0.0% | +47.4% | 0.000% | |
11/7/2023 | Jump Financial LLC | 41,752 | $197K | 0.0% | -38.1% | 0.000% | |
11/4/2023 | Signaturefd LLC | 28,407 | $134K | 0.0% | +37.0% | 0.000% | |
11/3/2023 | Colonial River Wealth Management LLC | 10,065 | $48K | 0.0% | N/A | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 116,520 | $551K | 0.0% | +162.1% | 0.000% | |
10/25/2023 | Lindbrook Capital LLC | 8,116 | $38K | 0.0% | +45.4% | 0.000% | |
10/25/2023 | Arlington Capital Management Inc. | 319,608 | $1.51M | 1.6% | -5.1% | 0.000% | |
10/23/2023 | SVB Wealth LLC | 17,725 | $84K | 0.0% | -17.7% | 0.000% | |
10/23/2023 | PDS Planning Inc | 27,372 | $129K | 0.0% | +13.5% | 0.000% | |
10/19/2023 | Ballentine Partners LLC | 35,599 | $168K | 0.0% | +16.3% | 0.000% | |
10/18/2023 | Caprock Group LLC | 20,793 | $98K | 0.0% | +35.6% | 0.000% | |
10/13/2023 | Janiczek Wealth Management LLC | 23,188 | $110K | 0.0% | +39.7% | 0.003% | |
10/13/2023 | Ritholtz Wealth Management | 433,626 | $2.05M | 0.1% | -1.9% | 0.049% | |
10/10/2023 | Aprio Wealth Management LLC | 14,351 | $68K | 0.0% | N/A | 0.000% | |
8/24/2023 | Arlington Capital Management Inc. | 336,673 | $1.20M | 1.0% | +4.9% | 0.000% | |
8/11/2023 | Hsbc Holdings PLC | 294,918 | $1.05M | 0.0% | +6.2% | 0.000% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 1,971,115 | $7.04M | 0.1% | -11.8% | 0.000% | |
8/11/2023 | Guggenheim Capital LLC | 365,450 | $1.31M | 0.0% | +27.4% | 0.000% | |
8/10/2023 | Gabelli Funds LLC | 430,000 | $1.54M | 0.0% | -1.8% | 0.000% | |
8/10/2023 | Quadrant Capital Group LLC | 52,374 | $187K | 0.0% | -11.3% | 0.000% | |
8/10/2023 | US Bancorp DE | 13,985 | $50K | 0.0% | -25.0% | 0.000% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 139,174 | $497K | 0.0% | +393.5% | 0.000% | |
8/9/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 8,239 | $29K | 0.0% | -21.8% | 0.000% | |
8/8/2023 | Sequoia Financial Advisors LLC | 46,309 | $165K | 0.0% | +8.7% | 0.000% | |
8/7/2023 | Acadian Asset Management LLC | 230,191 | $821K | 0.0% | -12.4% | 0.000% | |
8/4/2023 | D Orazio & Associates Inc. | 14,749 | $53K | 0.0% | -41.8% | 0.000% | |
8/4/2023 | Savant Capital LLC | 17,778 | $63K | 0.0% | -29.2% | 0.000% | |
7/26/2023 | Ballentine Partners LLC | 30,609 | $109K | 0.0% | +24.6% | 0.003% | |
7/21/2023 | Creative Planning | 72,698 | $260K | 0.0% | -9.0% | 0.000% | |
7/17/2023 | Ritholtz Wealth Management | 441,930 | $1.58M | 0.1% | -16.9% | 0.000% | |
7/14/2023 | First Trust Direct Indexing L.P. | 135,554 | $484K | 0.1% | -19.3% | 0.000% | |
7/12/2023 | Oldfield Partners LLP | 901,627 | $3.22M | 0.5% | -46.2% | 0.000% | |
7/11/2023 | Kathmere Capital Management LLC | 29,307 | $105K | 0.0% | -25.8% | 0.000% | |
5/12/2023 | O Shaughnessy Asset Management LLC | 2,234,306 | $9.61M | 0.2% | -13.0% | 0.000% | |
5/12/2023 | Ethic Inc. | 100,976 | $434K | 0.0% | -15.1% | 0.000% | |
5/11/2023 | Shelton Capital Management | 46,419 | $200K | 0.0% | N/A | 0.000% | |
5/11/2023 | Acadian Asset Management LLC | 262,815 | $1.13M | 0.0% | +55.1% | 0.000% | |
5/11/2023 | Tucker Asset Management LLC | 20,693 | $89K | 0.0% | N/A | 0.000% | |
5/11/2023 | Guggenheim Capital LLC | 286,937 | $1.23M | 0.0% | +85.8% | 0.000% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 97,098 | $418K | 0.0% | +6.1% | 0.000% | |
5/10/2023 | Oldfield Partners LLP | 1,675,917 | $7.21M | 1.1% | -5.0% | 0.000% | |
5/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 12,759 | $55K | 0.0% | N/A | 0.000% | |
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5/3/2023 | Jump Financial LLC | 50,500 | $217K | 0.0% | N/A | 0.006% | |
5/3/2023 | West Family Investments Inc. | 19,647 | $84K | 0.0% | -19.3% | 0.002% | |
5/2/2023 | PDS Planning Inc | 23,242 | $100K | 0.0% | +84.6% | 0.000% | |
4/28/2023 | Signaturefd LLC | 21,187 | $91K | 0.0% | +17.1% | 0.000% | |
4/27/2023 | First Trust Direct Indexing L.P. | 167,977 | $722K | 0.1% | -12.5% | 0.000% | |
4/21/2023 | Janiczek Wealth Management LLC | 18,094 | $86K | 0.0% | +20.2% | 0.000% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 58,444 | $251K | 0.0% | -9.0% | 0.000% | |
4/20/2023 | Kathmere Capital Management LLC | 39,489 | $170K | 0.0% | +9.5% | 0.000% | |
4/20/2023 | Ritholtz Wealth Management | 531,573 | $2.29M | 0.1% | -20.1% | 0.000% | |
4/18/2023 | CLARET ASSET MANAGEMENT Corp | 58,200 | $250K | 0.0% | -9.3% | 0.000% | |