5/11/2024 | Bahl & Gaynor Inc. | 114,113 | $6.69M | 0.0% | -7.8% | 0.017% | |
5/11/2024 | Davis R M Inc. | 618,495 | $36.28M | 0.8% | -1.7% | 0.093% | |
5/11/2024 | NYL Investors LLC | 46,000 | $2.70M | 0.1% | -8.0% | 0.007% | |
5/11/2024 | Aufman Associates Inc | 54,710 | $3.21M | 2.3% | -2.3% | 0.008% | |
5/11/2024 | ESL Trust Services LLC | 2,966 | $174K | 0.0% | N/A | 0.000% | |
5/11/2024 | Capital Wealth Alliance LLC | 57,586 | $3.38M | 2.0% | -0.7% | 0.009% | |
|
5/11/2024 | Ironwood Investment Counsel LLC | 5,225 | $306K | 0.1% | +15.1% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 14,285 | $838K | 0.2% | N/A | 0.002% | |
5/11/2024 | Northern Capital Management Inc. | 4,248 | $249K | 0.2% | +16.3% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 8,211 | $482K | 0.0% | +10.1% | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 3,700 | $217K | 0.0% | N/A | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 667,132 | $39.13M | 0.1% | -26.1% | 0.101% | |
5/10/2024 | Blue Barn Wealth LLC | 7,942 | $466K | 0.3% | -13.6% | 0.001% | |
5/10/2024 | TIAA Trust National Association | 62,733 | $3.68M | 0.0% | +5.7% | 0.009% | |
5/10/2024 | Vanguard Group Inc. | 1,899,452 | $111.40M | 0.0% | +34.0% | 0.286% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 22,300 | $1.31M | 0.1% | N/A | 0.003% | |
5/10/2024 | Nicolet Advisory Services LLC | 5,896 | $346K | 0.0% | -42.6% | 0.001% | |
5/10/2024 | Banco Santander S.A. | 6,646 | $390K | 0.0% | -16.0% | 0.001% | |
5/10/2024 | Truepoint Inc. | 34,086 | $2.00M | 0.1% | -4.2% | 0.005% | |
5/10/2024 | Wintrust Investments LLC | 24,315 | $1.43M | 0.1% | -1.8% | 0.004% | |
5/10/2024 | Nwam LLC | 68,990 | $4.06M | 0.3% | -28.0% | 0.010% | |
5/9/2024 | ProVise Management Group LLC | 19,514 | $1.14M | 0.1% | -16.9% | 0.003% | |
5/9/2024 | Blair William & Co. IL | 2,033,358 | $119.26M | 0.4% | +4.4% | 0.307% | |
5/9/2024 | Kingsview Wealth Management LLC | 42,571 | $2.50M | 0.1% | -4.5% | 0.006% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 39,841 | $2.34M | 0.1% | +5.6% | 0.006% | |
5/9/2024 | TBH Global Asset Management LLC | 66,921 | $3.93M | 0.8% | -20.5% | 0.010% | |
5/9/2024 | SageView Advisory Group LLC | 4,296 | $252K | 0.0% | +9.7% | 0.001% | |
5/9/2024 | MB Generational Wealth LLC | 5,523 | $324K | 0.3% | -13.7% | 0.001% | |
5/9/2024 | Angeles Wealth Management LLC | 7,127 | $418K | 0.0% | -11.2% | 0.001% | |
5/9/2024 | Portland Global Advisors LLC | 75,133 | $4.41M | 0.6% | -0.6% | 0.011% | |
5/9/2024 | Camelot Portfolios LLC | 29,583 | $1.74M | 1.7% | -21.1% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 10,474 | $614K | 0.1% | +178.9% | 0.002% | |
5/8/2024 | Cozad Asset Management Inc. | 26,389 | $1.55M | 0.2% | +1.8% | 0.004% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 148,916 | $8.73M | 0.5% | +1.2% | 0.022% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 48,985 | $2.87M | 0.4% | -0.7% | 0.007% | |
5/8/2024 | Bleakley Financial Group LLC | 52,353 | $3.07M | 0.1% | -8.5% | 0.008% | |
5/8/2024 | Heritage Wealth Advisors | 2,823 | $166K | 0.0% | +508.4% | 0.000% | |
5/8/2024 | Avantax Advisory Services Inc. | 128,786 | $7.55M | 0.1% | -0.5% | 0.019% | |
5/8/2024 | US Bancorp DE | 1,282,158 | $75.20M | 0.1% | +2.2% | 0.193% | |
5/8/2024 | Russell Investments Group Ltd. | 42,646 | $2.50M | 0.0% | -0.5% | 0.006% | |
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5/8/2024 | Astoria Strategic Wealth Inc. | 210,647 | $12.35M | 3.9% | -0.4% | 0.032% | |
5/8/2024 | QRG Capital Management Inc. | 76,775 | $4.50M | 0.1% | +6.6% | 0.012% | |
5/8/2024 | Verus Financial Partners Inc. | 766,530 | $44.96M | 5.3% | -2.7% | 0.116% | |
5/7/2024 | Verus Capital Partners LLC | 10,541 | $618K | 0.1% | +2.2% | 0.002% | |
5/7/2024 | NorthRock Partners LLC | 7,918 | $465K | 0.0% | -3.3% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 4,740 | $278K | 0.0% | N/A | 0.001% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 21,360 | $1.25M | 0.3% | -4.4% | 0.003% | |
5/7/2024 | Stonebrook Private Inc. | 4,483 | $263K | 0.1% | -31.7% | 0.001% | |
5/7/2024 | SilverOak Wealth Management LLC | 3,533 | $207K | 0.1% | N/A | 0.001% | |
5/7/2024 | 49 Wealth Management LLC | 6,513 | $381K | 0.1% | -9.0% | 0.001% | |
5/7/2024 | Mondrian Investment Partners LTD | 2,558 | $150K | 0.0% | +92.0% | 0.000% | |
5/7/2024 | Allen Investment Management LLC | 27,125 | $1.59M | 0.0% | +1.2% | 0.004% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 6,532 | $383K | 0.0% | -97.9% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 38,208 | $2.24M | 0.0% | +2.8% | 0.006% | |
5/7/2024 | PFG Advisors | 57,675 | $3.38M | 0.2% | -1.9% | 0.009% | |
5/7/2024 | Wealthspire Advisors LLC | 753,365 | $44.19M | 0.6% | +7.3% | 0.114% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 4,233 | $248K | 0.1% | -5.1% | 0.001% | |
5/7/2024 | Stokes Family Office LLC | 57,107 | $3.35M | 0.4% | -8.8% | 0.009% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 580,153 | $34.03M | 0.1% | -7.4% | 0.087% | |
5/6/2024 | Ballast Inc. | 242,997 | $14.25M | 4.5% | +1.4% | 0.037% | |
5/4/2024 | Howland Capital Management LLC | 2,559,217 | $150.10M | 7.2% | -4.4% | 0.386% | |
5/4/2024 | Evolution Advisers Inc. | 1,649 | $97K | 0.1% | -28.5% | 0.000% | |
5/4/2024 | McClarren Financial Advisors Inc. | 939 | $55K | 0.0% | -91.1% | 0.000% | |
5/4/2024 | Gould Asset Management LLC CA | 22,365 | $1.31M | 0.3% | -2.6% | 0.003% | |
5/4/2024 | Avalon Advisory Group | 180,362 | $10.58M | 5.1% | +0.5% | 0.027% | |
5/4/2024 | Csenge Advisory Group | 11,294 | $662K | 0.0% | +11.7% | 0.002% | |
5/4/2024 | Glassman Wealth Services | 838,185 | $49.16M | 9.9% | +1.8% | 0.126% | |
5/3/2024 | Signaturefd LLC | 15,353 | $900K | 0.0% | +6.6% | 0.002% | |
5/3/2024 | Avidian Wealth Solutions LLC | 159,591 | $9.36M | 0.5% | -11.4% | 0.024% | |
5/3/2024 | TFB Advisors LLC | 4,554 | $260K | 0.1% | N/A | 0.001% | |
5/3/2024 | Callan Capital LLC | 279,130 | $16.37M | 1.4% | -0.9% | 0.042% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,622 | $858K | 0.1% | +100.0% | 0.002% | |
5/3/2024 | Etfidea LLC | 9,674 | $567K | 0.2% | +3.8% | 0.001% | |
5/3/2024 | Liberty Wealth Management LLC | 99,934 | $5.86M | 1.1% | +11,629.3% | 0.015% | |
5/3/2024 | Central Pacific Bank Trust Division | 1,711 | $100K | 0.0% | N/A | 0.000% | |
5/3/2024 | Smith Salley Wealth Management | 10,736 | $630K | 0.0% | +2.3% | 0.002% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 166,606 | $9.77M | 0.3% | -3.3% | 0.025% | |
5/3/2024 | Whittier Trust Co. | 362,284 | $21.25M | 0.3% | -0.7% | 0.055% | |
5/2/2024 | Mutual Advisors LLC | 37,833 | $2.22M | 0.1% | -3.2% | 0.006% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 276,496 | $16.22M | 0.4% | -5.6% | 0.042% | |
5/2/2024 | Financial Counselors Inc. | 11,633 | $682K | 0.0% | +2.7% | 0.002% | |
5/2/2024 | Graypoint LLC | 29,587 | $1.74M | 0.1% | -3.9% | 0.004% | |
5/2/2024 | Pittenger & Anderson Inc. | 6,600 | $387K | 0.0% | -51.5% | 0.001% | |
5/2/2024 | Gilbert & Cook Inc. | 7,545 | $443K | 0.1% | -24.1% | 0.001% | |
5/2/2024 | Horan Securities Inc. | 4,074 | $239K | 0.1% | -19.7% | 0.001% | |
5/2/2024 | Lincoln National Corp | 3,018,595 | $177.04M | 2.8% | +0.8% | 0.455% | |
5/2/2024 | Almanack Investment Partners LLC. | 3,917 | $230K | 0.0% | N/A | 0.001% | |
5/2/2024 | Fidelis Capital Partners LLC | 36,954 | $2.17M | 0.4% | N/A | 0.006% | |
5/2/2024 | St. Louis Trust Co | 742,253 | $43.53M | 6.8% | +1.1% | 0.112% | |
5/2/2024 | ESG Planning DBA Harper Investing | 21,163 | $1.24M | 1.5% | N/A | 0.003% | |
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5/2/2024 | PDS Planning Inc | 117,156 | $6.87M | 0.7% | -4.2% | 0.018% | |
5/2/2024 | Standpoint Asset Management LLC | 581,100 | $34.08M | 8.9% | +7.3% | 0.088% | |
5/1/2024 | 5th Street Advisors LLC | 539,221 | $31.63M | 17.9% | -5.2% | 0.081% | |
5/1/2024 | StoneX Group Inc. | 31,950 | $1.87M | 0.2% | +5.1% | 0.005% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 147,574 | $8.66M | 2.2% | +1.0% | 0.022% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,654,177 | $390.27M | 1.2% | +4.7% | 1.004% | |
5/1/2024 | Fairhaven Wealth Management LLC | 39,884 | $2.34M | 0.8% | -21.6% | 0.006% | |
5/1/2024 | BNP Paribas Financial Markets | 439,312 | $25.77M | 0.0% | +987.5% | 0.066% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 32,298 | $1.89M | 0.1% | -3.1% | 0.005% | |
5/1/2024 | Mission Wealth Management LP | 43,394 | $2.55M | 0.1% | +1.5% | 0.007% | |