5/15/2024 | Ascent Group LLC | 12,731 | $1.04M | 0.1% | -2.9% | 0.006% | |
5/15/2024 | SVB Wealth LLC | 10,657 | $870K | 0.0% | -26.2% | 0.005% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 42,073 | $3.44M | 0.3% | +3.1% | 0.019% | |
5/15/2024 | Talisman Wealth Advisors LLC | 5,024 | $410K | 0.5% | -2.6% | 0.002% | |
5/15/2024 | Alpine Global Management LLC | 16,700 | $1.36M | 0.3% | N/A | 0.008% | |
5/15/2024 | 1832 Asset Management L.P. | 335,924 | $27.43M | 0.0% | -57.6% | 0.153% | |
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5/14/2024 | Main Management Fund Advisors LLC | 623,500 | $50.92M | 10.4% | +11.9% | 0.285% | |
5/14/2024 | Axxcess Wealth Management LLC | 21,963 | $1.79M | 0.0% | +72.8% | 0.010% | |
5/14/2024 | EP Wealth Advisors LLC | 114,387 | $9.34M | 0.1% | -8.4% | 0.052% | |
5/14/2024 | CreativeOne Wealth LLC | 21,735 | $1.78M | 0.1% | +481.6% | 0.010% | |
5/14/2024 | InterOcean Capital Group LLC | 172,107 | $14.05M | 0.3% | +1.0% | 0.079% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 3,476 | $284K | 0.1% | N/A | 0.002% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 8,036 | $656K | 0.0% | +24.1% | 0.004% | |
5/11/2024 | Beaumont Financial Advisors LLC | 27,043 | $2.21M | 0.2% | -12.8% | 0.012% | |
5/11/2024 | Ironwood Investment Counsel LLC | 7,460 | $609K | 0.1% | -6.6% | 0.003% | |
5/11/2024 | Jacobi Capital Management LLC | 10,568 | $863K | 0.1% | -4.7% | 0.005% | |
5/11/2024 | Patten & Patten Inc. TN | 24,125 | $1.97M | 0.1% | +5.4% | 0.011% | |
5/10/2024 | Osaic Holdings Inc. | 519,772 | $42.45M | 0.1% | -1.2% | 0.238% | |
5/10/2024 | TIAA Trust National Association | 98,101 | $8.01M | 0.0% | +682.6% | 0.045% | |
5/10/2024 | Cornerstone Advisors LLC | 29,300 | $2.39M | 0.1% | N/A | 0.013% | |
5/10/2024 | Spirepoint Private Client LLC | 9,139 | $746K | 0.1% | N/A | 0.004% | |
5/10/2024 | Ciovacco Capital Management LLC | 52,696 | $4.30M | 2.9% | -1.1% | 0.024% | |
5/10/2024 | Mizuho Markets Americas LLC | 8,699 | $710K | 0.0% | N/A | 0.004% | |
5/10/2024 | Banco Santander S.A. | 42,754 | $3.49M | 0.0% | -13.8% | 0.020% | |
5/10/2024 | J.Safra Asset Management Corp | 696,671 | $56.89M | 6.4% | +5.4% | 0.318% | |
5/10/2024 | Nwam LLC | 31,185 | $2.54M | 0.2% | +21.7% | 0.014% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 10,918 | $892K | 0.1% | +2.7% | 0.005% | |
5/9/2024 | Orion Portfolio Solutions LLC | 123,423 | $10.08M | 0.1% | +5.7% | 0.056% | |
5/9/2024 | Blair William & Co. IL | 80,185 | $6.55M | 0.0% | +13.7% | 0.037% | |
5/9/2024 | Kingsview Wealth Management LLC | 342,825 | $28.00M | 0.7% | -16.2% | 0.157% | |
5/9/2024 | SageView Advisory Group LLC | 10,000 | $817K | 0.0% | +74.2% | 0.005% | |
5/9/2024 | Hudson Value Partners LLC | 6,778 | $553K | 0.2% | N/A | 0.003% | |
5/9/2024 | Dearborn Partners LLC | 12,369 | $1.01M | 0.0% | +23.5% | 0.006% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 7,999 | $653K | 0.1% | +6.4% | 0.004% | |
5/9/2024 | Koshinski Asset Management Inc. | 2,974 | $243K | 0.0% | N/A | 0.001% | |
5/8/2024 | Private Wealth Advisors LLC | 29,523 | $2.41M | 1.0% | -7.8% | 0.013% | |
5/8/2024 | Avantax Advisory Services Inc. | 108,953 | $8.90M | 0.1% | +13.2% | 0.050% | |
5/8/2024 | Russell Investments Group Ltd. | 447 | $37K | 0.0% | N/A | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 11,801 | $964K | 0.0% | -2.6% | 0.005% | |
5/8/2024 | AMJ Financial Wealth Management | 4,759 | $389K | 0.1% | +3.8% | 0.002% | |
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5/7/2024 | Verus Capital Partners LLC | 4,723 | $386K | 0.0% | +63.6% | 0.002% | |
5/7/2024 | Stonebrook Private Inc. | 3,310 | $270K | 0.1% | -22.3% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 78,556 | $6.42M | 0.3% | +0.7% | 0.036% | |
5/7/2024 | KCM Investment Advisors LLC | 636,477 | $51.98M | 1.9% | +3.6% | 0.291% | |
5/7/2024 | Nvwm LLC | 16,007 | $1.31M | 0.4% | +1,926.2% | 0.007% | |
5/7/2024 | Nelson Capital Management LLC | 25,154 | $2.05M | 0.4% | -0.7% | 0.011% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 241,907 | $19.75M | 0.3% | +135.0% | 0.111% | |
5/7/2024 | Oppenheimer & Co. Inc. | 70,321 | $5.74M | 0.1% | +2.8% | 0.032% | |
5/7/2024 | PFG Advisors | 97,065 | $7.93M | 0.6% | +471.9% | 0.044% | |
5/7/2024 | Guardian Asset Advisors LLC | 17,229 | $1.41M | 1.2% | +10.5% | 0.008% | |
5/7/2024 | Empowered Funds LLC | 94,439 | $7.71M | 0.1% | N/A | 0.043% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 55,509 | $4.53M | 0.0% | +3.9% | 0.025% | |
5/6/2024 | Leuthold Group LLC | 112,081 | $9.15M | 1.0% | +4.3% | 0.051% | |
5/6/2024 | Advisory Services Network LLC | 96,449 | $7.88M | 0.2% | -0.3% | 0.044% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 2,668 | $218K | 0.2% | N/A | 0.001% | |
5/6/2024 | Advisory Alpha LLC | 335,367 | $27.39M | 1.1% | -20.6% | 0.153% | |
5/4/2024 | Geneos Wealth Management Inc. | 4,976 | $406K | 0.0% | +253.7% | 0.002% | |
5/4/2024 | Essex LLC | 47,213 | $3.86M | 0.9% | +3.6% | 0.022% | |
5/4/2024 | 9258 Wealth Management LLC | 14,192 | $1.16M | 0.2% | -3.7% | 0.006% | |
5/4/2024 | Valley Wealth Managers Inc. | 3,206 | $262K | 0.0% | -4.1% | 0.001% | |
5/4/2024 | Csenge Advisory Group | 17,056 | $1.39M | 0.1% | +27.7% | 0.008% | |
5/4/2024 | Richardson Financial Services Inc. | 11,675 | $953K | 0.7% | -7.4% | 0.005% | |
5/4/2024 | Capital Management Associates NY | 6,830 | $558K | 0.7% | +7.3% | 0.003% | |
5/3/2024 | MontVue Capital Management Inc. | 20,984 | $1.71M | 1.5% | -4.0% | 0.010% | |
5/3/2024 | Avidian Wealth Solutions LLC | 4,750 | $388K | 0.0% | +12.1% | 0.002% | |
5/3/2024 | Callan Capital LLC | 52,575 | $4.29M | 0.4% | -6.6% | 0.024% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 20,423 | $1.67M | 0.0% | -64.4% | 0.009% | |
5/3/2024 | Wellington Shields Capital Management LLC | 21,660 | $1.77M | 0.3% | +4.7% | 0.010% | |
5/3/2024 | United Community Bank | 509 | $42K | 0.0% | -74.6% | 0.000% | |
5/2/2024 | Mutual Advisors LLC | 169,496 | $13.84M | 0.4% | +10.8% | 0.077% | |
5/2/2024 | Salomon & Ludwin LLC | 23,540 | $1.99M | 0.2% | +36.3% | 0.011% | |
5/2/2024 | RiverFront Investment Group LLC | 461,781 | $37.71M | 1.1% | +5.3% | 0.211% | |
5/2/2024 | Financial Counselors Inc. | 5,407 | $442K | 0.0% | +6.1% | 0.002% | |
5/2/2024 | Conservest Capital Advisors Inc. | 71,141 | $5.81M | 0.6% | +1.7% | 0.033% | |
5/2/2024 | Magnolia Capital Advisors LLC | 6,590 | $524K | 0.4% | +44.5% | 0.003% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 10,386 | $848K | 0.7% | N/A | 0.005% | |
5/2/2024 | Graypoint LLC | 204,767 | $16.72M | 1.2% | -6.5% | 0.094% | |
5/2/2024 | Thompson Davis & CO. Inc. | 2,911 | $238K | 0.2% | N/A | 0.001% | |
5/2/2024 | High Note Wealth LLC | 63,336 | $5.17M | 1.7% | -0.9% | 0.028% | |
5/1/2024 | 5th Street Advisors LLC | 45,654 | $3.73M | 2.1% | +32.8% | 0.020% | |
5/1/2024 | Janney Capital Management LLC | 399,162 | $32.60M | 2.2% | -2.1% | 0.179% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,123,347 | $336.71M | 1.0% | -2.3% | 1.850% | |
5/1/2024 | Source Financial Advisors LLC | 4,423 | $361K | 0.1% | -40.9% | 0.002% | |
5/1/2024 | Meitav Investment House Ltd. | 1,611,575 | $131.62M | 2.6% | -29.9% | 0.723% | |
5/1/2024 | Ascent Wealth Partners LLC | 101,136 | $8.26M | 1.2% | +3.8% | 0.045% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 326,240 | $26.64M | 0.0% | -33.1% | 0.146% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 1,202 | $98K | 0.0% | +99.7% | 0.001% | |
5/1/2024 | Mission Wealth Management LP | 2,699 | $220K | 0.0% | N/A | 0.001% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 54,914 | $4.48M | 2.5% | -2.3% | 0.025% | |
5/1/2024 | Bray Capital Advisors | 36,869 | $3.01M | 0.8% | -1.3% | 0.017% | |
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5/1/2024 | Diversify Advisory Services LLC | 5,835 | $480K | 0.0% | N/A | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 227,826 | $18.60M | 0.1% | +20.3% | 0.102% | |
4/30/2024 | J.W. Cole Advisors Inc. | 16,786 | $1.38M | 0.1% | +37.5% | 0.008% | |
4/30/2024 | Hartline Investment Corp | 25,633 | $2.09M | 0.4% | N/A | 0.011% | |
4/30/2024 | Norden Group LLC | 56,067 | $4.58M | 0.3% | +533.3% | 0.025% | |
4/30/2024 | Fortis Group Advisors LLC | 94,952 | $7.75M | 1.4% | N/A | 0.043% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 2,010 | $164K | 0.0% | -96.3% | 0.001% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 1,950 | $159K | 0.0% | -68.3% | 0.001% | |
4/30/2024 | Granite Bay Wealth Management LLC | 7,876 | $643K | 0.4% | -97.4% | 0.004% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 2,068,353 | $168.90M | 3.3% | 0.0% | 0.928% | |