5/29/2024 | Clean Yield Group | 481,452 | $6.69M | 2.6% | -5.7% | 0.015% | |
5/24/2024 | Cetera Advisors LLC | 17,278 | $240K | 0.0% | N/A | 0.001% | |
5/16/2024 | Janus Henderson Group PLC | 197,424 | $2.74M | 0.0% | -19.2% | 0.006% | |
5/15/2024 | SVB Wealth LLC | 11,438 | $159K | 0.0% | -6.5% | 0.000% | |
5/14/2024 | Capital Research Global Investors | 13,121,930 | $182.26M | 0.0% | -8.2% | 0.415% | |
5/14/2024 | Advisors Asset Management Inc. | 49,781 | $691K | 0.0% | +7.1% | 0.002% | |
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5/14/2024 | Pitcairn Co. | 14,201 | $197K | 0.0% | N/A | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 88,663 | $1.23M | 0.0% | +43.2% | 0.003% | |
5/11/2024 | Catalytic Wealth RIA LLC | 20,862 | $290K | 0.1% | +27.6% | 0.001% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 18,635 | $259K | 0.0% | -13.5% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 18,197 | $253K | 0.0% | +4.6% | 0.001% | |
5/9/2024 | Leo Wealth LLC | 124,449 | $1.73M | 0.2% | -7.4% | 0.004% | |
5/9/2024 | Blair William & Co. IL | 12,649 | $176K | 0.0% | +6.5% | 0.000% | |
5/9/2024 | Managed Asset Portfolios LLC | 1,683,676 | $23.39M | 3.4% | -4.2% | 0.053% | |
5/8/2024 | Cozad Asset Management Inc. | 10,180 | $141K | 0.0% | -19.0% | 0.000% | |
5/8/2024 | Bleakley Financial Group LLC | 288,535 | $4.01M | 0.1% | +19.1% | 0.009% | |
5/8/2024 | US Bancorp DE | 116,127 | $1.61M | 0.0% | +25.3% | 0.004% | |
5/8/2024 | Russell Investments Group Ltd. | 10,676 | $148K | 0.0% | +65.2% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 316,768 | $4.40M | 0.1% | -1.4% | 0.010% | |
5/7/2024 | Sei Investments Co. | 372,975 | $5.18M | 0.0% | +6.7% | 0.012% | |
5/7/2024 | Atomi Financial Group Inc. | 20,205 | $281K | 0.0% | +53.6% | 0.001% | |
5/7/2024 | Mondrian Investment Partners LTD | 12,079,962 | $169.12M | 2.4% | +47.9% | 0.382% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 230,650 | $3.20M | 0.0% | +6.3% | 0.007% | |
5/7/2024 | SG Americas Securities LLC | 16,099 | $224K | 0.0% | +5.4% | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 25,763 | $358K | 0.0% | +7.4% | 0.001% | |
5/6/2024 | Gallacher Capital Management LLC | 16,229 | $225K | 0.1% | +6.1% | 0.001% | |
5/4/2024 | Lester Murray Antman dba SimplyRich | 25,245 | $351K | 0.1% | N/A | 0.001% | |
5/3/2024 | Larson Financial Group LLC | 4,487 | $62K | 0.0% | -45.0% | 0.000% | |
5/3/2024 | Callan Capital LLC | 25,461 | $354K | 0.0% | +89.3% | 0.001% | |
5/2/2024 | PDS Planning Inc | 10,553 | $147K | 0.0% | N/A | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 19,675 | $273K | 0.0% | -27.3% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 22,396 | $311K | 0.0% | +10.7% | 0.001% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 40,627 | $564K | 0.1% | +7.4% | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 1,684,760 | $23.40M | 0.0% | +27.3% | 0.053% | |
4/30/2024 | Caprock Group LLC | 29,020 | $403K | 0.0% | -11.8% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 11,961 | $166K | 0.0% | +9.6% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 7,764 | $108K | 0.0% | N/A | 0.000% | |
4/29/2024 | Heritage Investors Management Corp | 117,169 | $1.63M | 0.1% | -1.0% | 0.004% | |
4/29/2024 | XY Capital Ltd | 222,278 | $3.09M | 1.4% | -70.9% | 0.007% | |
4/26/2024 | Sage Rhino Capital LLC | 11,787 | $164K | 0.0% | N/A | 0.000% | |
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4/26/2024 | SYSTM Wealth Solutions LLC | 7,478 | $104K | 0.0% | -29.2% | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 21,106 | $293K | 0.0% | N/A | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 288,535 | $4.01M | 0.1% | N/A | 0.009% | |
4/23/2024 | BSW Wealth Partners | 22,430 | $312K | 0.1% | +29.8% | 0.001% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 157,546 | $2.19M | 0.6% | +1.3% | 0.005% | |
4/19/2024 | First Trust Direct Indexing L.P. | 53,035 | $737K | 0.1% | -19.3% | 0.002% | |
4/18/2024 | Naviter Wealth LLC | 69,466 | $965K | 0.2% | +33.6% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 7,764 | $108K | 0.0% | N/A | 0.000% | |
4/16/2024 | Tsfg LLC | 23,674 | $329K | 0.1% | -4.3% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 130,904 | $1.82M | 0.0% | +0.7% | 0.004% | |
4/11/2024 | Ballentine Partners LLC | 16,831 | $234K | 0.0% | -8.2% | 0.001% | |
4/11/2024 | &PARTNERS | 11,077 | $154K | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 28,844 | $401K | 0.0% | -9.1% | 0.001% | |
4/10/2024 | Bruce G. Allen Investments LLC | 10,565 | $147K | 0.1% | +9.4% | 0.000% | |
4/9/2024 | Rise Advisors LLC | 1,856 | $26K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 2,864 | $40K | 0.0% | +50.9% | 0.000% | |
4/5/2024 | NBC Securities Inc. | 43,539 | $614K | 0.1% | +1.8% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 71,732 | $1.02M | 0.0% | -78.1% | 0.002% | |
3/14/2024 | Leo Wealth LLC | 134,328 | $1.92M | 0.2% | N/A | 0.004% | |
3/1/2024 | Goldman Sachs Group Inc. | 4,302,562 | $61.40M | 0.0% | -11.3% | 0.136% | |
2/15/2024 | OLD Mission Capital LLC | 1,041,526 | $14.86M | 0.3% | +1,440.9% | 0.033% | |
2/13/2024 | Tower Research Capital LLC TRC | 6,750 | $96K | 0.0% | +217.8% | 0.000% | |
2/13/2024 | Capital Research Global Investors | 14,297,805 | $204.03M | 0.1% | +3.6% | 0.452% | |
2/12/2024 | Eagle Asset Management Inc. | 34,664 | $495K | 0.0% | -4.3% | 0.001% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 17,399 | $248K | 0.0% | -37.5% | 0.001% | |
2/12/2024 | Gold Investment Management Ltd. | 69,664 | $994K | 0.4% | N/A | 0.002% | |
2/12/2024 | Catalytic Wealth RIA LLC | 16,354 | $233K | 0.1% | N/A | 0.001% | |
2/12/2024 | Parallel Advisors LLC | 5,380 | $77K | 0.0% | -24.9% | 0.000% | |
2/9/2024 | Team Hewins LLC | 49,326 | $704K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 92,677 | $1.32M | 0.0% | -3.9% | 0.003% | |
2/9/2024 | Aigen Investment Management LP | 13,840 | $197K | 0.0% | N/A | 0.000% | |
2/9/2024 | Franklin Resources Inc. | 128,552 | $1.83M | 0.0% | -29.8% | 0.004% | |
2/9/2024 | Brandes Investment Partners LP | 2,651,265 | $37.83M | 0.6% | +47.1% | 0.084% | |
2/9/2024 | Corient Private Wealth LLC | 74,242 | $1.06M | 0.0% | -3.7% | 0.002% | |
2/9/2024 | Wells Fargo & Company MN | 774,552 | $11.05M | 0.0% | +1.7% | 0.024% | |
2/9/2024 | PNC Financial Services Group Inc. | 71,732 | $1.02M | 0.0% | -78.1% | 0.002% | |
2/8/2024 | Managed Asset Portfolios LLC | 1,758,081 | $25.09M | 3.8% | +1.2% | 0.056% | |
2/8/2024 | Quadrant Capital Group LLC | 17,223 | $246K | 0.0% | -12.7% | 0.001% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 64,613 | $922K | 0.0% | +16.4% | 0.002% | |
2/8/2024 | First United Bank & Trust | 2,000 | $29K | 0.0% | N/A | 0.000% | |
2/8/2024 | Psagot Value Holdings Ltd. Israel | 44,426 | $632K | 0.3% | -3.4% | 0.001% | |
2/7/2024 | Checchi Capital Advisers LLC | 12,746 | $182K | 0.0% | -20.9% | 0.000% | |
2/7/2024 | Forum Financial Management LP | 26,211 | $374K | 0.0% | -61.1% | 0.001% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 23,985 | $342K | 0.0% | +7.3% | 0.001% | |
2/7/2024 | Formidable Asset Management LLC | 13,671 | $195K | 0.0% | N/A | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 321,309 | $4.59M | 0.1% | -9.8% | 0.010% | |
2/7/2024 | NBC Securities Inc. | 42,774 | $610K | 0.1% | +3.5% | 0.001% | |
2/7/2024 | Principal Securities Inc. | 1,979 | $28K | 0.0% | N/A | 0.000% | |
2/7/2024 | Heritage Investors Management Corp | 118,369 | $1.69M | 0.1% | -4.1% | 0.004% | |
2/7/2024 | Altshuler Shaham Ltd | 84,739 | $1.21M | 0.1% | -37.9% | 0.003% | |
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2/6/2024 | Apollon Wealth Management LLC | 15,314 | $219K | 0.0% | N/A | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 64,920 | $926K | 0.0% | +2.0% | 0.002% | |
2/6/2024 | Legacy Financial Advisors Inc. | 24,737 | $353K | 0.1% | -3.2% | 0.001% | |
2/6/2024 | M&T Bank Corp | 33,924 | $484K | 0.0% | -23.8% | 0.001% | |
2/6/2024 | Summit Global Investments | 338,415 | $4.83M | 0.3% | +0.6% | 0.011% | |
2/6/2024 | Natixis Advisors L.P. | 656,104 | $9.36M | 0.0% | -2.3% | 0.021% | |
2/6/2024 | First Trust Direct Indexing L.P. | 65,726 | $938K | 0.1% | -7.5% | 0.002% | |
2/6/2024 | Y.D. More Investments Ltd | 1,254,591 | $17.90M | 3.6% | -9.2% | 0.040% | |
2/5/2024 | Hexagon Capital Partners LLC | 4,620 | $66K | 0.0% | -16.7% | 0.000% | |
2/5/2024 | Van ECK Associates Corp | 1,323,916 | $18.89M | 0.0% | +3.6% | 0.042% | |