5/15/2024 | Kestra Advisory Services LLC | 161,133 | $54.31M | 0.4% | +9.0% | 0.061% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 3,230 | $1.09M | 0.0% | -23.9% | 0.001% | |
5/15/2024 | LRI Investments LLC | 1,199 | $404K | 0.1% | N/A | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 22,896 | $7.72M | 0.4% | -2.5% | 0.009% | |
5/15/2024 | Quadrature Capital Ltd | 83,100 | $28.00M | 0.5% | N/A | 0.031% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 10,120 | $3.41M | 0.3% | +11.9% | 0.004% | |
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5/14/2024 | Biltmore Family Office LLC | 5,786 | $1.95M | 0.4% | +5.1% | 0.002% | |
5/14/2024 | Westwood Holdings Group Inc. | 3,574 | $1.21M | 0.0% | +3.2% | 0.001% | |
5/14/2024 | Capital Group Private Client Services Inc. | 2,316 | $781K | 0.0% | +7.8% | 0.001% | |
5/14/2024 | Atalanta Sosnoff Capital LLC | 5,700 | $1.92M | 0.0% | +59.8% | 0.002% | |
5/14/2024 | Cadence Bank | 12,986 | $4.38M | 0.3% | -1.4% | 0.005% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,899 | $7.72M | 0.2% | +3.2% | 0.009% | |
5/14/2024 | EP Wealth Advisors LLC | 103,832 | $35.00M | 0.4% | -1.8% | 0.039% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 3,600 | $1.21M | 0.6% | N/A | 0.001% | |
5/14/2024 | Freestone Capital Holdings LLC | 60,333 | $20.34M | 0.8% | +6.9% | 0.023% | |
5/14/2024 | CreativeOne Wealth LLC | 14,349 | $4.84M | 0.2% | +49.2% | 0.005% | |
5/14/2024 | TFO Wealth Partners LLC | 18,918 | $6.38M | 1.2% | -7.6% | 0.007% | |
5/14/2024 | Crewe Advisors LLC | 7,545 | $2.54M | 0.3% | -7.9% | 0.003% | |
5/14/2024 | InterOcean Capital Group LLC | 3,447 | $1.16M | 0.0% | -4.3% | 0.001% | |
5/14/2024 | Pitcairn Co. | 24,309 | $8.19M | 0.5% | -11.2% | 0.009% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 8,842 | $2.98M | 0.2% | +0.6% | 0.003% | |
5/14/2024 | Lake Street Advisors Group LLC | 4,659 | $1.57M | 0.1% | +48.0% | 0.002% | |
5/13/2024 | Bessemer Group Inc. | 27,708 | $9.34M | 0.0% | -3.4% | 0.010% | |
5/13/2024 | Delta Asset Management LLC TN | 140 | $47K | 0.0% | -20.0% | 0.000% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 918 | $309K | 0.0% | -62.8% | 0.000% | |
5/13/2024 | Texas Capital Bancshares Inc TX | 1,067 | $360K | 0.2% | -7.6% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 29,248 | $9.86M | 0.1% | +28.1% | 0.011% | |
5/13/2024 | Rockport Wealth LLC | 31,934 | $10.76M | 3.8% | N/A | 0.012% | |
5/13/2024 | PAX Financial Group LLC | 14,896 | $5.02M | 1.0% | -5.7% | 0.006% | |
5/11/2024 | Davis R M Inc. | 9,980 | $3.36M | 0.1% | +6.7% | 0.004% | |
5/11/2024 | Beaumont Financial Advisors LLC | 7,117 | $2.40M | 0.2% | +1.1% | 0.003% | |
5/11/2024 | Cynosure Group LLC | 133,219 | $44.90M | 8.1% | +0.6% | 0.050% | |
5/11/2024 | Capital Wealth Alliance LLC | 4,994 | $1.68M | 1.0% | +20.5% | 0.002% | |
5/11/2024 | Ironwood Investment Counsel LLC | 1,976 | $666K | 0.1% | +1.7% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 6,170 | $2.08M | 0.4% | +657.1% | 0.002% | |
5/11/2024 | Edgestream Partners L.P. | 3,906 | $1.32M | 0.1% | +97.4% | 0.001% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 112,443 | $37.90M | 1.6% | -0.5% | 0.043% | |
5/11/2024 | Patten & Patten Inc. TN | 1,909 | $643K | 0.0% | +26.5% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 694,324 | $234.07M | 0.5% | -19.5% | 0.262% | |
5/10/2024 | Blue Barn Wealth LLC | 1,985 | $669K | 0.4% | -8.9% | 0.001% | |
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5/10/2024 | Rodgers & Associates LTD | 140,052 | $47.21M | 6.1% | -6.5% | 0.053% | |
5/10/2024 | Fiducient Advisors LLC | 4,778 | $1.61M | 0.3% | +12.5% | 0.002% | |
5/10/2024 | TIAA Trust National Association | 2,204,019 | $742.86M | 2.3% | -1.9% | 0.833% | |
5/10/2024 | Vanguard Group Inc. | 36,845 | $12.42M | 0.0% | -4.0% | 0.014% | |
5/10/2024 | Alera Investment Advisors LLC | 426,495 | $143.75M | 19.4% | -9.4% | 0.161% | |
5/10/2024 | Spirepoint Private Client LLC | 9,751 | $3.29M | 0.5% | N/A | 0.004% | |
5/10/2024 | JPMorgan Chase & Co. | 7,847,670 | $2.65B | 0.2% | +0.9% | 2.966% | |
5/10/2024 | Broadview Financial Management LLC | 4,865 | $1.64M | 1.2% | -4.5% | 0.002% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 11,286 | $3.80M | 0.6% | -3.0% | 0.004% | |
5/10/2024 | Towercrest Capital Management | 9,278 | $3.13M | 0.5% | -2.0% | 0.004% | |
5/10/2024 | First Foundation Advisors | 49,166 | $16.57M | 0.7% | +143.4% | 0.019% | |
5/10/2024 | Poehling Capital Management INC. | 1,632 | $550K | 0.1% | +17.4% | 0.001% | |
5/10/2024 | Tocqueville Asset Management L.P. | 3,943 | $1.33M | 0.0% | -4.1% | 0.001% | |
5/10/2024 | J.Safra Asset Management Corp | 182,230 | $61.42M | 7.0% | +170.6% | 0.069% | |
5/10/2024 | Motco | 1,866 | $629K | 0.0% | -1.7% | 0.001% | |
5/10/2024 | Truepoint Inc. | 27,653 | $9.32M | 0.3% | -2.1% | 0.010% | |
5/10/2024 | TCTC Holdings LLC | 100 | $34K | 0.0% | -27.0% | 0.000% | |
5/10/2024 | 1ST Source Bank | 602,055 | $202.92M | 11.8% | -0.9% | 0.228% | |
5/10/2024 | Nwam LLC | 62,794 | $21.12M | 1.7% | -1.9% | 0.024% | |
5/9/2024 | Forum Financial Management LP | 18,077 | $6.09M | 0.1% | -7.3% | 0.007% | |
5/9/2024 | RFP Financial Group LLC | 4,135 | $1.39M | 0.5% | -12.2% | 0.002% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 49,010 | $16.52M | 1.1% | -4.3% | 0.019% | |
5/9/2024 | Brighton Jones LLC | 88,136 | $29.71M | 1.1% | +2.7% | 0.033% | |
5/9/2024 | ProVise Management Group LLC | 12,238 | $4.13M | 0.4% | -8.2% | 0.005% | |
5/9/2024 | Private Portfolio Partners LLC | 27,625 | $9.31M | 1.9% | -0.8% | 0.010% | |
5/9/2024 | Orion Portfolio Solutions LLC | 313,954 | $105.82M | 1.1% | -14.1% | 0.119% | |
5/9/2024 | Blair William & Co. IL | 185,662 | $62.58M | 0.2% | +10.8% | 0.070% | |
5/9/2024 | Renasant Bank | 4,624 | $1.56M | 1.1% | -2.4% | 0.002% | |
5/9/2024 | HBK Sorce Advisory LLC | 42,098 | $14.19M | 0.5% | +1.2% | 0.016% | |
5/9/2024 | Midwest Professional Planners LTD. | 8,153 | $2.75M | 1.0% | -12.7% | 0.003% | |
5/9/2024 | Kingsview Wealth Management LLC | 17,797 | $6.00M | 0.2% | +2.9% | 0.007% | |
5/9/2024 | Condor Capital Management | 59,667 | $20.11M | 2.0% | +2.0% | 0.023% | |
5/9/2024 | Landaas & Co. WI ADV | 19,842 | $6.69M | 2.2% | +1.2% | 0.008% | |
5/9/2024 | Ledyard National Bank | 1,991 | $671K | 0.1% | +39.6% | 0.001% | |
5/9/2024 | TBH Global Asset Management LLC | 4,791 | $1.62M | 0.3% | +2.8% | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 169,922 | $57.27M | 2.7% | +2,726.4% | 0.064% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,879 | $633K | 0.0% | -5.0% | 0.001% | |
5/9/2024 | Fortis Capital Advisors LLC | 1,334 | $450K | 0.2% | N/A | 0.001% | |
5/9/2024 | Private Management Group Inc. | 916 | $309K | 0.0% | -19.6% | 0.000% | |
5/9/2024 | First National Bank of Hutchinson | 1,284 | $433K | 0.3% | -62.1% | 0.000% | |
5/9/2024 | Interchange Capital Partners LLC | 2,223 | $749K | 0.5% | -16.9% | 0.001% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,270 | $428K | 0.3% | N/A | 0.000% | |
5/9/2024 | BHK Investment Advisors LLC | 3,958 | $1.33M | 0.5% | +50.0% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,292 | $1.11M | 0.1% | +155.8% | 0.001% | |
5/8/2024 | Berkshire Money Management Inc. | 131,367 | $44.28M | 5.3% | -2.2% | 0.050% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 41,746 | $14.07M | 3.2% | -2.2% | 0.016% | |
5/8/2024 | Cozad Asset Management Inc. | 2,770 | $934K | 0.1% | -1.1% | 0.001% | |
5/8/2024 | MAI Capital Management | 363,666 | $122.57M | 1.3% | +1.6% | 0.137% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 3,382 | $1.14M | 0.1% | +9.7% | 0.001% | |
5/8/2024 | Ethos Financial Group LLC | 19,814 | $6.68M | 1.3% | N/A | 0.007% | |
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5/8/2024 | Paladin Advisory Group LLC | 24,514 | $8.26M | 6.5% | -1.7% | 0.009% | |
5/8/2024 | Bleakley Financial Group LLC | 28,220 | $9.51M | 0.3% | -2.2% | 0.011% | |
5/8/2024 | Avantax Advisory Services Inc. | 138,084 | $46.54M | 0.4% | +115.5% | 0.052% | |
5/8/2024 | US Bancorp DE | 1,136,806 | $383.16M | 0.5% | +0.1% | 0.430% | |
5/8/2024 | Mycio Wealth Partners LLC | 18,074 | $6.09M | 1.5% | -4.7% | 0.007% | |
5/8/2024 | Russell Investments Group Ltd. | 522 | $176K | 0.0% | -34.3% | 0.000% | |
5/8/2024 | Cornerstone Planning Group LLC | 15,480 | $5.13M | 1.6% | +5.3% | 0.006% | |
5/8/2024 | Washington Trust Advisors Inc. | 4,245 | $1.43M | 0.1% | -6.8% | 0.002% | |
5/8/2024 | QRG Capital Management Inc. | 7,455 | $2.51M | 0.0% | -22.4% | 0.003% | |
5/8/2024 | Sustainable Growth Advisers LP | 2,417 | $815K | 0.0% | -88.2% | 0.001% | |