5/24/2024 | Cetera Advisor Networks LLC | 686,905 | $73.91M | 0.4% | +0.9% | 0.199% | |
5/24/2024 | Cetera Advisors LLC | 228,103 | $24.54M | 0.2% | +58.4% | 0.066% | |
5/24/2024 | Cetera Investment Advisers | 1,494,691 | $160.83M | 0.4% | +125.7% | 0.433% | |
5/24/2024 | Invst LLC | 7,264 | $777K | 0.1% | +46.3% | 0.002% | |
5/23/2024 | FSA Advisors Inc. | 4,030 | $434K | 0.5% | +2.9% | 0.001% | |
5/22/2024 | Cedar Point Capital Partners LLC | 25,159 | $2.71M | 2.1% | +4.1% | 0.007% | |
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5/21/2024 | Atria Investments Inc | 90,936 | $9.79M | 0.1% | -1.7% | 0.026% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 3,524 | $379K | 0.0% | +62.8% | 0.001% | |
5/17/2024 | Citizens Financial Group Inc. RI | 167,139 | $17.98M | 0.6% | -11.8% | 0.048% | |
5/17/2024 | First Citizens Asset Management Inc. | 175,217 | $18.85M | 5.5% | -14.4% | 0.051% | |
5/17/2024 | Advisory Resource Group | 17,793 | $1.92M | 0.4% | +2.7% | 0.005% | |
5/17/2024 | Hancock Whitney Corp | 45,901 | $4.94M | 0.2% | -39.0% | 0.013% | |
5/17/2024 | Comerica Bank | 354,091 | $38.10M | 0.2% | -1.3% | 0.103% | |
5/17/2024 | Tidal Investments LLC | 7,024 | $756K | 0.0% | -24.9% | 0.002% | |
5/16/2024 | Jane Street Group LLC | 2,777,111 | $298.82M | 0.1% | -46.1% | 0.804% | |
5/16/2024 | Redwood Investment Management LLC | 17,154 | $1.85M | 0.2% | +244.7% | 0.005% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 15,279 | $1.57M | 0.0% | +26.2% | 0.004% | |
5/16/2024 | Dynasty Wealth Management LLC | 179,771 | $19.34M | 0.6% | N/A | 0.052% | |
5/16/2024 | High Falls Advisors Inc | 45,233 | $4.87M | 1.2% | -6.1% | 0.013% | |
5/16/2024 | Icon Wealth Advisors LLC | 242,990 | $26.15M | 2.4% | -1.6% | 0.070% | |
5/16/2024 | Waverly Advisors LLC | 109,874 | $11.82M | 0.3% | +21.6% | 0.032% | |
5/16/2024 | Captrust Financial Advisors | 889,970 | $95.76M | 0.3% | +28.9% | 0.258% | |
5/16/2024 | Waterford Advisors LLC | 63,603 | $6.84M | 2.9% | +3.5% | 0.018% | |
5/15/2024 | Ascent Group LLC | 15,668 | $1.69M | 0.1% | +2.5% | 0.005% | |
5/15/2024 | SVB Wealth LLC | 154,025 | $16.57M | 0.4% | +47.9% | 0.045% | |
5/15/2024 | Flow Traders U.S. LLC | 108,228 | $11.65M | 0.6% | -67.2% | 0.031% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 7,930 | $853K | 0.1% | -75.7% | 0.002% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 17,156 | $1.85M | 1.4% | +1.1% | 0.005% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 27,414 | $2.95M | 0.3% | +0.5% | 0.008% | |
5/15/2024 | Manhattan West Asset Management LLC | 90,123 | $9.70M | 2.3% | +13.6% | 0.026% | |
5/15/2024 | Fairview Capital Investment Management LLC | 50,147 | $5.40M | 0.3% | +295.0% | 0.015% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 2,500 | $269K | 0.0% | -7.4% | 0.001% | |
5/15/2024 | Kestra Advisory Services LLC | 170,606 | $18.36M | 0.1% | +38.1% | 0.049% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 61,905 | $6.66M | 0.2% | -31.0% | 0.018% | |
5/15/2024 | Lazard Asset Management LLC | 86,952 | $9.36M | 0.0% | +3.4% | 0.025% | |
5/15/2024 | Linscomb Wealth Inc. | 4,352 | $468K | 0.0% | -20.6% | 0.001% | |
5/14/2024 | Biltmore Family Office LLC | 49,294 | $5.30M | 1.0% | +33.1% | 0.014% | |
5/14/2024 | Axxcess Wealth Management LLC | 183,021 | $19.69M | 0.5% | +40.1% | 0.053% | |
5/14/2024 | EP Wealth Advisors LLC | 951,324 | $102.36M | 1.2% | -9.0% | 0.276% | |
5/14/2024 | OLD Mission Capital LLC | 235,191 | $25.31M | 0.4% | -40.6% | 0.068% | |
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5/14/2024 | Freestone Capital Holdings LLC | 93,803 | $10.09M | 0.4% | -0.2% | 0.027% | |
5/14/2024 | CreativeOne Wealth LLC | 31,227 | $3.36M | 0.1% | +18.9% | 0.009% | |
5/14/2024 | Sax Wealth Advisors LLC | 15,551 | $1.67M | 0.2% | +43.9% | 0.005% | |
5/14/2024 | Northwest Wealth Management LLC | 3,580 | $385K | 0.1% | -4.0% | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 105,518 | $11.35M | 1.3% | +52.0% | 0.031% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 956,554 | $102.93M | 7.1% | -1.8% | 0.277% | |
5/14/2024 | Lake Street Advisors Group LLC | 313,118 | $33.69M | 1.6% | +0.2% | 0.091% | |
5/13/2024 | Bessemer Group Inc. | 503,565 | $54.18M | 0.1% | -36.3% | 0.146% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 100,427 | $10.81M | 0.1% | +17.2% | 0.029% | |
5/13/2024 | Ameritas Investment Partners Inc. | 38,693 | $4.16M | 0.1% | -39.1% | 0.011% | |
5/13/2024 | Rockport Wealth LLC | 2,859 | $306K | 0.1% | N/A | 0.001% | |
5/13/2024 | PAX Financial Group LLC | 4,305 | $463K | 0.1% | +28.1% | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 2,627 | $283K | 0.0% | -6.8% | 0.001% | |
5/11/2024 | Alley Investment Management Company LLC | 113,970 | $12.26M | 1.7% | +2.9% | 0.033% | |
5/11/2024 | Covestor Ltd | 2,595 | $279K | 0.2% | +13.6% | 0.001% | |
5/11/2024 | Beaumont Financial Advisors LLC | 14,603 | $1.57M | 0.1% | +21.1% | 0.004% | |
5/11/2024 | ESL Trust Services LLC | 363 | $39K | 0.0% | N/A | 0.000% | |
5/11/2024 | Edgestream Partners L.P. | 5,620 | $605K | 0.0% | N/A | 0.002% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 54,134 | $5.83M | 0.2% | +0.4% | 0.016% | |
5/11/2024 | Patten & Patten Inc. TN | 11,240 | $1.21M | 0.1% | N/A | 0.003% | |
5/10/2024 | Allstate Corp | 189,735 | $20.42M | 1.4% | -84.6% | 0.055% | |
5/10/2024 | Osaic Holdings Inc. | 796,289 | $85.69M | 0.2% | -45.5% | 0.231% | |
5/10/2024 | TIAA Trust National Association | 4,269,120 | $459.36M | 1.4% | +6.8% | 1.237% | |
5/10/2024 | Alera Investment Advisors LLC | 173,779 | $18.70M | 2.5% | -4.9% | 0.050% | |
5/10/2024 | City of London Investment Management Co. Ltd. | 29,410 | $3.17M | 0.3% | N/A | 0.009% | |
5/10/2024 | Nicolet Advisory Services LLC | 120,939 | $12.93M | 1.3% | +3.7% | 0.035% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 5,153 | $554K | 0.1% | -14.9% | 0.001% | |
5/10/2024 | Chesapeake Capital Corp IL | 22,605 | $2.43M | 1.8% | -25.7% | 0.007% | |
5/10/2024 | Towercrest Capital Management | 120,791 | $13.00M | 2.2% | +2.5% | 0.035% | |
5/10/2024 | First Foundation Advisors | 22,755 | $2.45M | 0.1% | +60.0% | 0.007% | |
5/10/2024 | Bright Financial Advisors Inc. | 3,295 | $350K | 0.3% | N/A | 0.001% | |
5/10/2024 | Motco | 774 | $83K | 0.0% | -61.6% | 0.000% | |
5/10/2024 | Truepoint Inc. | 12,501 | $1.35M | 0.0% | +76.0% | 0.004% | |
5/10/2024 | 1ST Source Bank | 6,524 | $702K | 0.0% | +6.5% | 0.002% | |
5/10/2024 | Wintrust Investments LLC | 12,393 | $1.33M | 0.1% | -2.9% | 0.004% | |
5/10/2024 | Lindenwold Advisors INC | 105,335 | $11.33M | 6.1% | +27.7% | 0.031% | |
5/10/2024 | Horizon Family Wealth Inc. | 22,422 | $2.41M | 1.9% | +53.8% | 0.006% | |
5/10/2024 | Nwam LLC | 15,274 | $1.64M | 0.1% | +9.0% | 0.004% | |
5/10/2024 | Reston Wealth Management LLC | 78,310 | $8.43M | 3.4% | N/A | 0.023% | |
5/9/2024 | Forum Financial Management LP | 438,809 | $47.22M | 0.8% | +12.4% | 0.127% | |
5/9/2024 | RFP Financial Group LLC | 64,328 | $6.92M | 2.7% | +4.5% | 0.019% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 18,210 | $1.96M | 0.1% | -21.2% | 0.005% | |
5/9/2024 | ProVise Management Group LLC | 11,861 | $1.28M | 0.1% | -20.0% | 0.003% | |
5/9/2024 | Private Portfolio Partners LLC | 12,268 | $1.32M | 0.3% | -9.5% | 0.004% | |
5/9/2024 | Blair William & Co. IL | 35,030 | $3.77M | 0.0% | +31.6% | 0.010% | |
5/9/2024 | Orion Portfolio Solutions LLC | 552,663 | $59.47M | 0.6% | +1.5% | 0.160% | |
5/9/2024 | Maple Capital Management Inc. | 6,486 | $698K | 0.1% | -1.7% | 0.002% | |
5/9/2024 | HBK Sorce Advisory LLC | 9,303 | $1.00M | 0.0% | -10.4% | 0.003% | |
5/9/2024 | Kingsview Wealth Management LLC | 42,721 | $4.60M | 0.1% | -3.4% | 0.012% | |
5/9/2024 | Clearwater Capital Advisors LLC | 181,008 | $19.48M | 2.1% | -3.0% | 0.052% | |
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5/9/2024 | Ledyard National Bank | 201,040 | $21.63M | 2.1% | +10.7% | 0.058% | |
5/9/2024 | TBH Global Asset Management LLC | 46,427 | $5.00M | 1.0% | +43.7% | 0.013% | |
5/9/2024 | SageView Advisory Group LLC | 109,201 | $11.75M | 0.6% | -45.4% | 0.032% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 8,618,722 | $927.37M | 1.3% | -4.0% | 2.497% | |
5/9/2024 | Avid Wealth Partners LLC | 50,772 | $5.46M | 4.4% | +128.5% | 0.015% | |
5/9/2024 | Rogco LP | 8,139 | $876K | 0.4% | +6.5% | 0.002% | |
5/9/2024 | Koshinski Asset Management Inc. | 7,041 | $758K | 0.1% | -38.3% | 0.002% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 203,272 | $21.87M | 5.0% | +13.8% | 0.059% | |
5/8/2024 | Cozad Asset Management Inc. | 3,355 | $361K | 0.0% | -10.9% | 0.001% | |
5/8/2024 | Sheets Smith Wealth Management | 32,766 | $3.53M | 0.4% | -20.1% | 0.009% | |