5/17/2024 | Citizens Financial Group Inc. RI | 12,593 | $769K | 0.0% | -1.8% | 0.003% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 515,031 | $31.44M | 2.8% | +10.6% | 0.112% | |
5/17/2024 | Comerica Bank | 5,166 | $315K | 0.0% | +15.6% | 0.001% | |
5/17/2024 | Pineridge Advisors LLC | 45,054 | $2.75M | 1.0% | -11.2% | 0.010% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 4,411 | $269K | 0.1% | N/A | 0.001% | |
5/17/2024 | Clear Point Advisors Inc. | 67,056 | $4.08M | 3.4% | -0.6% | 0.015% | |
|
5/17/2024 | Creekmur Asset Management LLC | 1,576 | $96K | 0.0% | -21.2% | 0.000% | |
5/16/2024 | Jane Street Group LLC | 70,995 | $4.33M | 0.0% | N/A | 0.015% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 168,165 | $10.27M | 0.2% | -1.8% | 0.037% | |
5/16/2024 | Ancora Advisors LLC | 27,695 | $1.69M | 0.0% | -1.8% | 0.006% | |
5/16/2024 | Waverly Advisors LLC | 351,599 | $21.47M | 0.5% | +992.2% | 0.077% | |
5/16/2024 | Captrust Financial Advisors | 1,460,625 | $89.17M | 0.3% | +7.9% | 0.318% | |
5/16/2024 | Econ Financial Services Corp | 12,939 | $790K | 0.5% | -8.4% | 0.003% | |
5/15/2024 | SVB Wealth LLC | 34,618 | $2.11M | 0.0% | +1.9% | 0.008% | |
5/15/2024 | Quantum Capital Management LLC NJ | 4,114 | $251K | 0.0% | -4.6% | 0.001% | |
5/15/2024 | Quadrature Capital Ltd | 15,143 | $924K | 0.0% | N/A | 0.003% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,143 | $558K | 0.0% | -21.8% | 0.002% | |
5/14/2024 | EP Wealth Advisors LLC | 20,875 | $1.27M | 0.0% | -36.9% | 0.005% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 3,546 | $216K | 0.1% | N/A | 0.001% | |
5/14/2024 | Freestone Capital Holdings LLC | 15,002 | $916K | 0.0% | +180.5% | 0.003% | |
5/14/2024 | CreativeOne Wealth LLC | 5,335 | $326K | 0.0% | +7.8% | 0.001% | |
5/14/2024 | TFO Wealth Partners LLC | 2,672 | $163K | 0.0% | -18.0% | 0.001% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 3,368 | $206K | 0.0% | N/A | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 8,089 | $494K | 0.1% | +5.7% | 0.002% | |
5/14/2024 | Elgethun Capital Management | 246,006 | $15.03M | 3.8% | +1.7% | 0.054% | |
5/14/2024 | InterOcean Capital Group LLC | 17,228 | $1.05M | 0.0% | +5.8% | 0.004% | |
5/14/2024 | National Bank of Canada FI | 1,312,484 | $79.54M | 0.1% | +22.0% | 0.286% | |
5/13/2024 | Goepper Burkhardt LLC | 359,423 | $21.79M | 10.1% | +1.5% | 0.078% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 20,740 | $1.27M | 0.0% | +3.5% | 0.005% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 21,781 | $1.33M | 0.1% | +5.7% | 0.005% | |
5/11/2024 | Spreng Capital Management Inc. | 128,524 | $7.85M | 4.2% | -4.3% | 0.028% | |
5/11/2024 | Alley Investment Management Company LLC | 3,562 | $217K | 0.0% | N/A | 0.001% | |
5/11/2024 | NYL Investors LLC | 64,200 | $3.92M | 0.1% | -8.3% | 0.014% | |
5/11/2024 | Orion Capital Management LLC | 3,819 | $233K | 0.1% | +10.9% | 0.001% | |
5/11/2024 | Northern Capital Management Inc. | 13,525 | $826K | 0.6% | +12.7% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 513,791 | $31.37M | 0.1% | +9.6% | 0.112% | |
5/10/2024 | TIAA Trust National Association | 34,617 | $2.11M | 0.0% | -0.5% | 0.008% | |
5/10/2024 | Garrison Asset Management LLC | 84,808 | $5.18M | 2.7% | -0.8% | 0.018% | |
5/10/2024 | Councilmark Asset Management LLC | 4,430 | $270K | 0.2% | N/A | 0.001% | |
5/10/2024 | Towercrest Capital Management | 166,769 | $10.18M | 1.7% | -2.1% | 0.036% | |
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5/10/2024 | Pinkerton Retirement Specialists LLC | 339,503 | $20.73M | 3.3% | -21.1% | 0.074% | |
5/10/2024 | Truepoint Inc. | 404,004 | $24.66M | 0.7% | -1.7% | 0.088% | |
5/10/2024 | Nwam LLC | 7,204 | $438K | 0.0% | N/A | 0.002% | |
5/9/2024 | Socha Financial Group LLC | 992,599 | $60.60M | 26.6% | +0.3% | 0.216% | |
5/9/2024 | Barden Capital Management Inc. | 25,087 | $1.53M | 1.5% | -5.8% | 0.005% | |
5/9/2024 | Great Lakes Retirement Inc. | 304,321 | $18.58M | 2.7% | -2.3% | 0.066% | |
5/9/2024 | Brighton Jones LLC | 56,877 | $3.47M | 0.1% | +0.4% | 0.012% | |
5/9/2024 | ProVise Management Group LLC | 89,413 | $5.46M | 0.5% | +1.7% | 0.019% | |
5/9/2024 | Blair William & Co. IL | 58,746 | $3.59M | 0.0% | -0.3% | 0.013% | |
5/9/2024 | Kingsview Wealth Management LLC | 3,310 | $202K | 0.0% | N/A | 0.001% | |
5/9/2024 | HBK Sorce Advisory LLC | 1,037,366 | $63.33M | 2.2% | +0.7% | 0.226% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 10,214 | $624K | 0.0% | +2.1% | 0.002% | |
5/9/2024 | Souders Financial Advisors | 82,957 | $5.07M | 0.8% | +3.2% | 0.018% | |
5/9/2024 | Koshinski Asset Management Inc. | 59,922 | $3.66M | 0.4% | -27.9% | 0.013% | |
5/8/2024 | FPC Investment Advisory Inc. | 3,510 | $206K | 0.2% | N/A | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 61,385 | $3.75M | 0.4% | -0.7% | 0.013% | |
5/8/2024 | Bell Investment Advisors Inc | 18,779 | $1.15M | 0.2% | -19.6% | 0.004% | |
5/8/2024 | Sheets Smith Wealth Management | 128,268 | $7.83M | 0.9% | +3.1% | 0.028% | |
5/8/2024 | Ethos Financial Group LLC | 556,614 | $34.05M | 6.5% | +1.2% | 0.121% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 257,151 | $15.70M | 1.9% | -2.1% | 0.056% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,473 | $700K | 0.0% | +21.2% | 0.002% | |
5/8/2024 | US Bancorp DE | 20,419 | $1.25M | 0.0% | +53.1% | 0.004% | |
5/8/2024 | QRG Capital Management Inc. | 9,128 | $557K | 0.0% | +4.3% | 0.002% | |
5/7/2024 | Chilton Capital Management LLC | 18,890 | $1.15M | 0.1% | -2.4% | 0.004% | |
5/7/2024 | Atomi Financial Group Inc. | 165,478 | $10.10M | 0.9% | -3.2% | 0.036% | |
5/7/2024 | Facet Wealth Inc. | 14,913 | $897K | 0.0% | -34.9% | 0.003% | |
5/7/2024 | Highland Capital Management LLC | 57,529 | $3.51M | 0.2% | -0.3% | 0.013% | |
5/7/2024 | PFG Advisors | 86,183 | $5.26M | 0.4% | -5.9% | 0.019% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 33,178 | $2.03M | 0.1% | -6.8% | 0.007% | |
5/7/2024 | Wealthspire Advisors LLC | 61,543 | $3.76M | 0.1% | -2.1% | 0.013% | |
5/7/2024 | Empowered Funds LLC | 6,558 | $400K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 214,026 | $13.07M | 0.0% | -1.6% | 0.047% | |
5/6/2024 | SYM FINANCIAL Corp | 258,682 | $15.79M | 2.6% | -40.6% | 0.056% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 9,186 | $561K | 0.4% | -7.6% | 0.002% | |
5/6/2024 | Advisory Alpha LLC | 32,453 | $1.98M | 0.1% | +1.7% | 0.007% | |
5/4/2024 | Evolution Advisers Inc. | 1,134 | $70K | 0.0% | +50.0% | 0.000% | |
5/4/2024 | PrairieView Partners LLC | 237,713 | $14.51M | 1.7% | -2.8% | 0.052% | |
5/4/2024 | Evergreen Advisors LLC | 2,161,447 | $131.96M | 40.3% | -2.1% | 0.470% | |
5/4/2024 | Noesis Capital Mangement Corp | 3,365 | $205K | 0.0% | N/A | 0.001% | |
5/4/2024 | Vista Capital Partners Inc. | 195,964 | $11.96M | 1.5% | -1.1% | 0.043% | |
5/4/2024 | Essex LLC | 33,724 | $2.06M | 0.5% | -4.6% | 0.007% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 66,333 | $4.05M | 2.3% | -4.0% | 0.014% | |
5/4/2024 | Paulson Wealth Management Inc. | 7,996 | $488K | 0.1% | -4.2% | 0.002% | |
5/4/2024 | Csenge Advisory Group | 48,489 | $2.96M | 0.2% | -1.2% | 0.011% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 92,057 | $5.62M | 3.0% | +50.2% | 0.020% | |
5/3/2024 | Signaturefd LLC | 47,841 | $2.92M | 0.1% | +15.9% | 0.010% | |
5/3/2024 | Embree Financial Group | 127,800 | $7.80M | 1.5% | -4.0% | 0.028% | |
5/3/2024 | Carson Advisory Inc. | 3,448 | $210K | 0.1% | -5.1% | 0.001% | |
5/3/2024 | RIA Advisory Group LLC | 8,103 | $495K | 0.2% | N/A | 0.002% | |
5/3/2024 | Larson Financial Group LLC | 4,776 | $292K | 0.0% | +3.7% | 0.001% | |
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5/3/2024 | Callan Capital LLC | 2,023,929 | $123.56M | 10.9% | -4.8% | 0.441% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,659 | $651K | 0.1% | N/A | 0.002% | |
5/3/2024 | Rehmann Capital Advisory Group | 9,249 | $565K | 0.0% | +30.8% | 0.002% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 82,415 | $5.03M | 0.0% | -1.7% | 0.018% | |
5/3/2024 | AA Financial Advisors LLC | 5,373 | $328K | 0.1% | N/A | 0.001% | |
5/3/2024 | Liberty Wealth Management LLC | 5,264 | $321K | 0.1% | +16.9% | 0.001% | |
5/2/2024 | Mutual Advisors LLC | 72,850 | $4.45M | 0.1% | +6.0% | 0.016% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 936,495 | $57.17M | 1.3% | +2.7% | 0.204% | |
5/2/2024 | Pegasus Asset Management Inc. | 407,341 | $24.87M | 9.6% | +1.6% | 0.089% | |
5/2/2024 | Farrow Financial Inc. | 13,181 | $805K | 0.6% | -4.4% | 0.003% | |