5/30/2024 | Cambridge Trust Co. | 3,496 | $947K | 0.0% | +12.9% | 0.008% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 882 | $239K | 0.1% | N/A | 0.002% | |
5/29/2024 | Garde Capital Inc. | 3,041 | $823K | 0.1% | -7.7% | 0.007% | |
5/24/2024 | Cetera Advisor Networks LLC | 151,276 | $40.97M | 0.2% | -3.7% | 0.363% | |
5/24/2024 | Cetera Advisors LLC | 58,888 | $15.95M | 0.1% | +12.5% | 0.141% | |
5/24/2024 | Cetera Investment Advisers | 272,261 | $73.73M | 0.2% | +206.7% | 0.653% | |
|
5/21/2024 | Atria Investments Inc | 6,487 | $1.76M | 0.0% | +40.2% | 0.016% | |
5/17/2024 | Citizens Financial Group Inc. RI | 3,689 | $999K | 0.0% | -1.0% | 0.009% | |
5/17/2024 | New Covenant Trust Company N.A. | 280 | $76K | 0.1% | N/A | 0.001% | |
5/17/2024 | William Howard & Co Financial Advisors Inc | 1,846 | $500K | 0.5% | N/A | 0.004% | |
5/17/2024 | XML Financial LLC | 18,747 | $5.08M | 0.5% | +3.1% | 0.045% | |
5/17/2024 | First Western Trust Bank | 2,722 | $737K | 0.0% | -2.4% | 0.007% | |
5/17/2024 | Beacon Capital Management LLC | 131 | $35K | 0.0% | +424.0% | 0.000% | |
5/17/2024 | Comerica Bank | 70,759 | $19.16M | 0.1% | -5.9% | 0.170% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 887 | $240K | 0.0% | N/A | 0.002% | |
5/16/2024 | FSA Wealth Management LLC | 34,322 | $9.29M | 4.0% | +3.3% | 0.082% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 6,629 | $1.80M | 0.0% | +9.3% | 0.016% | |
5/16/2024 | Vawter Financial Ltd. | 4,462 | $1.21M | 0.9% | -15.9% | 0.011% | |
5/16/2024 | Connective Capital Management LLC | 13,453 | $3.64M | 5.5% | N/A | 0.032% | |
5/16/2024 | Waverly Advisors LLC | 13,181 | $3.57M | 0.1% | +173.9% | 0.032% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 132,736 | $35.95M | 0.2% | -1.1% | 0.318% | |
5/16/2024 | Captrust Financial Advisors | 68,472 | $18.54M | 0.1% | -25.3% | 0.164% | |
5/15/2024 | SVB Wealth LLC | 17,104 | $4.63M | 0.1% | -4.8% | 0.041% | |
5/15/2024 | Flow Traders U.S. LLC | 27,564 | $7.46M | 0.4% | +256.4% | 0.066% | |
5/15/2024 | BOKF NA | 24,565 | $6.60M | 0.1% | -3.9% | 0.059% | |
5/15/2024 | Kestra Advisory Services LLC | 61,480 | $16.65M | 0.1% | +0.7% | 0.147% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 10,921 | $2.96M | 0.1% | -16.9% | 0.026% | |
5/15/2024 | 1832 Asset Management L.P. | 1,008 | $273K | 0.0% | +17.9% | 0.002% | |
5/15/2024 | Linscomb Wealth Inc. | 2,454 | $665K | 0.0% | +52.0% | 0.006% | |
5/14/2024 | First Commonwealth Financial Corp PA | 11,663 | $3.16M | 0.8% | +5.7% | 0.028% | |
5/14/2024 | EP Wealth Advisors LLC | 24,092 | $6.52M | 0.1% | -2.6% | 0.058% | |
5/14/2024 | Freestone Capital Holdings LLC | 4,150 | $1.12M | 0.0% | +14.2% | 0.010% | |
5/14/2024 | CreativeOne Wealth LLC | 6,723 | $1.82M | 0.1% | +9.9% | 0.016% | |
5/13/2024 | Bessemer Group Inc. | 362 | $98K | 0.0% | -79.6% | 0.001% | |
5/13/2024 | Shakespeare Wealth Management LLC | 5,625 | $1.52M | 0.4% | -2.8% | 0.013% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 2,467 | $668K | 0.0% | -3.7% | 0.006% | |
5/13/2024 | Rockport Wealth LLC | 1,899 | $514K | 0.2% | N/A | 0.005% | |
5/11/2024 | Catalytic Wealth RIA LLC | 1,295 | $351K | 0.1% | N/A | 0.003% | |
5/11/2024 | Patten & Patten Inc. TN | 1,205 | $326K | 0.0% | N/A | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 100,688 | $27.28M | 0.1% | -24.5% | 0.239% | |
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5/10/2024 | Blue Barn Wealth LLC | 1,012 | $274K | 0.2% | -14.2% | 0.002% | |
5/10/2024 | Rodgers & Associates LTD | 18,680 | $5.06M | 0.6% | -3.3% | 0.044% | |
5/10/2024 | TIAA Trust National Association | 1,397,796 | $378.99M | 1.2% | +4.0% | 3.312% | |
5/10/2024 | Alera Investment Advisors LLC | 8,254 | $2.24M | 0.3% | -9.7% | 0.020% | |
5/10/2024 | Spirepoint Private Client LLC | 897 | $243K | 0.0% | N/A | 0.002% | |
5/10/2024 | First Foundation Advisors | 4,631 | $1.25M | 0.1% | +11.0% | 0.011% | |
5/10/2024 | Banco BTG Pactual S.A. | 1,400 | $379K | 0.1% | +16.6% | 0.003% | |
5/9/2024 | Brighton Jones LLC | 10,140 | $2.75M | 0.1% | -2.2% | 0.024% | |
5/9/2024 | Leo Wealth LLC | 913 | $247K | 0.0% | -21.2% | 0.002% | |
5/9/2024 | Private Portfolio Partners LLC | 2,356 | $638K | 0.1% | -3.0% | 0.006% | |
5/9/2024 | Blair William & Co. IL | 32,166 | $8.71M | 0.0% | -16.3% | 0.076% | |
5/9/2024 | Kingsview Wealth Management LLC | 4,050 | $1.10M | 0.0% | -1.5% | 0.010% | |
5/9/2024 | Midwest Professional Planners LTD. | 9,819 | $2.66M | 0.9% | N/A | 0.023% | |
5/9/2024 | Portland Global Advisors LLC | 739 | $200K | 0.0% | N/A | 0.002% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,388 | $376K | 0.2% | +141.4% | 0.003% | |
5/9/2024 | BHK Investment Advisors LLC | 1,073 | $291K | 0.1% | +12.1% | 0.003% | |
5/8/2024 | Barings LLC | 1,471,650 | $398.52M | 10.0% | -2.2% | 3.487% | |
5/8/2024 | Foundation Wealth Management LLC | 18,256 | $4.94M | 4.0% | -1.7% | 0.043% | |
5/8/2024 | MAI Capital Management | 98,703 | $26.73M | 0.3% | +4.7% | 0.234% | |
5/8/2024 | William Blair Investment Management LLC | 44,939 | $12.17M | 0.0% | +5.1% | 0.106% | |
5/8/2024 | Bleakley Financial Group LLC | 4,844 | $1.31M | 0.0% | +0.9% | 0.011% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,492 | $3.38M | 0.0% | -36.4% | 0.030% | |
5/8/2024 | US Bancorp DE | 464,550 | $125.80M | 0.2% | +2.6% | 1.101% | |
5/8/2024 | Tranquility Partners LLC | 4,347 | $1.18M | 0.5% | +4.0% | 0.010% | |
5/8/2024 | Headlands Technologies LLC | 957 | $259K | 0.1% | +268.1% | 0.002% | |
5/8/2024 | Thoroughbred Financial Services LLC | 1,398 | $378K | 0.0% | -6.7% | 0.003% | |
5/7/2024 | Verus Capital Partners LLC | 5,849 | $1.58M | 0.2% | -24.8% | 0.014% | |
5/7/2024 | Meeder Asset Management Inc. | 6,316 | $1.71M | 0.1% | -46.9% | 0.015% | |
5/7/2024 | Pointe Capital Management LLC | 1,899 | $514K | 0.3% | +119.5% | 0.005% | |
5/7/2024 | Sei Investments Co. | 202,148 | $54.74M | 0.1% | -5.6% | 0.479% | |
5/7/2024 | Bedel Financial Consulting Inc. | 2,549 | $690K | 0.1% | -2.6% | 0.006% | |
5/7/2024 | SilverOak Wealth Management LLC | 5,098 | $1.38M | 0.3% | -2.1% | 0.012% | |
5/7/2024 | Allegheny Financial Group LTD | 2,920 | $791K | 0.2% | +9.9% | 0.007% | |
5/7/2024 | Primoris Wealth Advisors LLC | 15,585 | $4.22M | 3.4% | N/A | 0.037% | |
5/7/2024 | Smithfield Trust Co | 767 | $208K | 0.0% | -58.8% | 0.002% | |
5/7/2024 | TimesSquare Capital Management LLC | 64,500 | $17.47M | 0.3% | -31.2% | 0.153% | |
5/7/2024 | Nelson Capital Management LLC | 1,275 | $345K | 0.1% | +10.9% | 0.003% | |
5/7/2024 | PFG Advisors | 1,603 | $434K | 0.0% | N/A | 0.004% | |
5/7/2024 | Oppenheimer & Co. Inc. | 25,382 | $6.87M | 0.1% | +54.1% | 0.060% | |
5/7/2024 | Wealthspire Advisors LLC | 34,854 | $9.44M | 0.1% | +7.1% | 0.083% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,133 | $578K | 0.0% | +27.8% | 0.005% | |
5/6/2024 | Concord Investment Counsel Inc. | 1,507 | $408K | 0.1% | N/A | 0.004% | |
5/6/2024 | Advisory Services Network LLC | 11,416 | $3.09M | 0.1% | +418.2% | 0.027% | |
5/6/2024 | TFG Advisers LLC | 934 | $253K | 0.1% | -4.1% | 0.002% | |
5/4/2024 | Geneva Capital Management LLC | 34,588 | $9.37M | 0.2% | -44.3% | 0.082% | |
5/4/2024 | Geneos Wealth Management Inc. | 7,771 | $2.10M | 0.1% | +2.5% | 0.018% | |
5/4/2024 | Team Hewins LLC | 23,514 | $6.37M | 0.9% | -0.2% | 0.056% | |
5/4/2024 | Csenge Advisory Group | 1,918 | $519K | 0.0% | +63.1% | 0.005% | |
5/4/2024 | Glassman Wealth Services | 907 | $246K | 0.0% | +7.6% | 0.002% | |
5/3/2024 | Embree Financial Group | 1,265 | $342K | 0.1% | +4.5% | 0.003% | |
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5/3/2024 | Avidian Wealth Solutions LLC | 33,166 | $8.98M | 0.4% | -6.5% | 0.079% | |
5/3/2024 | Larson Financial Group LLC | 17,413 | $4.72M | 0.4% | -0.6% | 0.041% | |
5/3/2024 | Rehmann Capital Advisory Group | 7,940 | $2.15M | 0.2% | -6.4% | 0.019% | |
5/3/2024 | Commerce Bank | 279,560 | $75.71M | 0.5% | -0.4% | 0.662% | |
5/3/2024 | Proficio Capital Partners LLC | 105,851 | $28.60M | 3.1% | N/A | 0.251% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 37,854 | $10.25M | 0.3% | +0.2% | 0.090% | |
5/3/2024 | Whittier Trust Co. | 24,992 | $6.77M | 0.1% | -0.2% | 0.059% | |
5/2/2024 | Financial Counselors Inc. | 13,408 | $3.63M | 0.1% | -5.7% | 0.032% | |
5/2/2024 | Mutual of America Capital Management LLC | 17,836 | $4.83M | 0.1% | N/A | 0.042% | |
5/2/2024 | Lwmg LLC | 5,405 | $1.46M | 0.3% | +8.7% | 0.013% | |