5/30/2024 | Cambridge Trust Co. | 614 | $322K | 0.0% | -7.3% | 0.000% | |
5/29/2024 | Pathway Financial Advisers LLC | 86 | $46K | 0.0% | N/A | 0.000% | |
5/29/2024 | Alexander Labrunerie & CO. Inc. | 19,687 | $10.32M | 5.8% | N/A | 0.016% | |
5/29/2024 | Garde Capital Inc. | 3,620 | $1.90M | 0.1% | +604.3% | 0.003% | |
5/24/2024 | Cetera Advisor Networks LLC | 177,223 | $92.93M | 0.5% | +16.4% | 0.141% | |
5/24/2024 | Cetera Advisors LLC | 41,059 | $21.53M | 0.2% | +270.2% | 0.033% | |
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5/24/2024 | Cetera Investment Advisers | 236,855 | $124.19M | 0.3% | +665.9% | 0.188% | |
5/24/2024 | Invst LLC | 16,699 | $8.77M | 1.0% | -2.6% | 0.013% | |
5/24/2024 | Northwest Bank & Trust Co | 264 | $131K | 0.1% | +120.0% | 0.000% | |
5/23/2024 | Austin Wealth Management LLC | 2,328 | $1.26M | 0.3% | N/A | 0.002% | |
5/22/2024 | Burney Co. | 1,165 | $611K | 0.0% | +2.5% | 0.001% | |
5/22/2024 | Orleans Capital Management Corp LA | 2,595 | $1.36M | 0.9% | +7.2% | 0.002% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 186 | $98K | 0.1% | N/A | 0.000% | |
5/21/2024 | Atria Investments Inc | 11,809 | $6.19M | 0.1% | +38.2% | 0.009% | |
5/21/2024 | LRI Investments LLC | 545 | $286K | 0.0% | N/A | 0.000% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 483 | $253K | 0.0% | N/A | 0.000% | |
5/20/2024 | Pacific Center for Financial Services | 329 | $173K | 0.0% | +28.0% | 0.000% | |
5/17/2024 | Citizens Financial Group Inc. RI | 2,621 | $1.37M | 0.0% | -6.5% | 0.002% | |
5/17/2024 | Advisory Resource Group | 1,019 | $534K | 0.1% | +3.7% | 0.001% | |
5/17/2024 | National Wealth Management Group LLC | 4,068 | $2.13M | 1.7% | +1.0% | 0.003% | |
5/17/2024 | XML Financial LLC | 35,893 | $18.82M | 1.9% | +2.2% | 0.029% | |
5/17/2024 | Beacon Capital Management LLC | 18,044 | $9.46M | 1.9% | +42.8% | 0.014% | |
5/17/2024 | Comerica Bank | 66,579 | $34.91M | 0.2% | +0.8% | 0.053% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 413 | $217K | 0.0% | N/A | 0.000% | |
5/16/2024 | Slagle Financial LLC | 408 | $214K | 0.1% | -54.0% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 23,614 | $12.38M | 0.3% | -12.6% | 0.019% | |
5/16/2024 | High Falls Advisors Inc | 703 | $369K | 0.1% | N/A | 0.001% | |
5/16/2024 | Sweeney & Michel LLC | 738 | $387K | 0.2% | N/A | 0.001% | |
5/16/2024 | Kraft Davis & Associates LLC | 546 | $285K | 0.1% | -8.8% | 0.000% | |
5/16/2024 | Waverly Advisors LLC | 2,524 | $1.32M | 0.0% | +72.6% | 0.002% | |
5/16/2024 | Kinloch Capital LLC | 22,069 | $11.57M | 5.9% | +33.3% | 0.018% | |
5/15/2024 | Ascent Group LLC | 5,355 | $2.81M | 0.2% | +0.8% | 0.004% | |
5/15/2024 | SVB Wealth LLC | 3,110 | $1.63M | 0.0% | -12.8% | 0.002% | |
5/15/2024 | Flow Traders U.S. LLC | 12,784 | $6.70M | 0.4% | +20.2% | 0.010% | |
5/15/2024 | Talisman Wealth Advisors LLC | 712 | $373K | 0.5% | -6.3% | 0.001% | |
5/15/2024 | Fairview Capital Investment Management LLC | 1,440 | $755K | 0.0% | -10.9% | 0.001% | |
5/15/2024 | BOKF NA | 19,774 | $10.39M | 0.2% | -8.1% | 0.016% | |
5/15/2024 | Kestra Advisory Services LLC | 59,865 | $31.39M | 0.2% | +3.6% | 0.048% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 9,993 | $5.24M | 0.1% | -5.6% | 0.008% | |
5/15/2024 | Lazard Asset Management LLC | 4,100 | $2.15M | 0.0% | +13.9% | 0.003% | |
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5/15/2024 | LRI Investments LLC | 545 | $283K | 0.0% | N/A | 0.000% | |
5/15/2024 | Linscomb Wealth Inc. | 428 | $224K | 0.0% | N/A | 0.000% | |
5/15/2024 | Quadrature Capital Ltd | 14,854 | $7.78M | 0.1% | N/A | 0.012% | |
5/14/2024 | Biltmore Family Office LLC | 1,355 | $710K | 0.1% | -12.9% | 0.001% | |
5/14/2024 | Westwood Holdings Group Inc. | 1,213 | $636K | 0.0% | +141.2% | 0.001% | |
5/14/2024 | JT Stratford LLC | 403 | $211K | 0.0% | N/A | 0.000% | |
5/14/2024 | Sheaff Brock Investment Advisors LLC | 627 | $329K | 0.0% | +40.3% | 0.000% | |
5/14/2024 | Axxcess Wealth Management LLC | 3,344 | $1.75M | 0.0% | +35.6% | 0.003% | |
5/14/2024 | EP Wealth Advisors LLC | 13,570 | $7.12M | 0.1% | +53.1% | 0.011% | |
5/14/2024 | Freestone Capital Holdings LLC | 5,414 | $2.84M | 0.1% | +129.1% | 0.004% | |
5/14/2024 | CreativeOne Wealth LLC | 10,779 | $5.65M | 0.2% | +64.9% | 0.009% | |
5/14/2024 | Mattern Wealth Management LLC | 1,256 | $659K | 0.2% | +19.6% | 0.001% | |
5/14/2024 | Karpus Management Inc. | 30,330 | $15.90M | 0.5% | +1.4% | 0.024% | |
5/14/2024 | InterOcean Capital Group LLC | 7,016 | $3.68M | 0.1% | -3.7% | 0.006% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 1,690 | $886K | 0.1% | +26.5% | 0.001% | |
5/13/2024 | Bessemer Group Inc. | 8,922 | $4.68M | 0.0% | -0.7% | 0.007% | |
5/13/2024 | Windham Capital Management LLC | 779 | $408K | 0.3% | N/A | 0.001% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 482 | $253K | 0.1% | N/A | 0.000% | |
5/13/2024 | Index Fund Advisors Inc. | 1,852 | $971K | 0.1% | N/A | 0.001% | |
5/13/2024 | Goepper Burkhardt LLC | 1,460 | $754K | 0.4% | +13.2% | 0.001% | |
5/13/2024 | Cedar Wealth Management LLC | 359 | $188K | 0.1% | +7.8% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 5,864 | $3.08M | 0.0% | -2.7% | 0.005% | |
5/11/2024 | Covestor Ltd | 92 | $48K | 0.0% | +187.5% | 0.000% | |
5/11/2024 | Elevatus Welath Management | 2,201 | $1.15M | 0.5% | +4.8% | 0.002% | |
5/11/2024 | Orion Capital Management LLC | 82 | $43K | 0.0% | -61.5% | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 644 | $338K | 0.1% | +53.0% | 0.001% | |
5/11/2024 | Catalytic Wealth RIA LLC | 1,690 | $886K | 0.2% | +214.1% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 4,918 | $2.58M | 0.2% | +0.7% | 0.004% | |
5/11/2024 | Edgestream Partners L.P. | 859 | $450K | 0.0% | -17.4% | 0.001% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 1,297 | $679K | 0.4% | +4.0% | 0.001% | |
5/10/2024 | Osaic Holdings Inc. | 212,214 | $111.38M | 0.2% | -3.1% | 0.169% | |
5/10/2024 | TIAA Trust National Association | 46,568 | $24.42M | 0.1% | -1.3% | 0.037% | |
5/10/2024 | Vanguard Group Inc. | 5,637 | $2.96M | 0.0% | +3.3% | 0.004% | |
5/10/2024 | Cornerstone Advisors LLC | 2,000 | $1.05M | 0.0% | -88.2% | 0.002% | |
5/10/2024 | Spirepoint Private Client LLC | 782 | $410K | 0.1% | N/A | 0.001% | |
5/10/2024 | JPMorgan Chase & Co. | 5,061,463 | $2.65B | 0.2% | -1.7% | 4.020% | |
5/10/2024 | Magnolia Wealth Management LLC | 34,082 | $17.89M | 7.3% | +102.1% | 0.027% | |
5/10/2024 | Ciovacco Capital Management LLC | 4,682 | $2.46M | 1.6% | -10.4% | 0.004% | |
5/10/2024 | Bright Financial Advisors Inc. | 5,741 | $3.01M | 2.2% | N/A | 0.005% | |
5/10/2024 | Garrison Point Advisors LLC | 1,281 | $672K | 0.4% | +6.8% | 0.001% | |
5/10/2024 | Nwam LLC | 3,326 | $1.72M | 0.1% | +3.1% | 0.003% | |
5/10/2024 | Gratus Wealth Advisors LLC | 39,797 | $19.62M | 3.6% | -10.5% | 0.032% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 22,303 | $11.69M | 0.8% | -1.2% | 0.018% | |
5/9/2024 | Private Portfolio Partners LLC | 5,631 | $2.95M | 0.6% | +28.3% | 0.004% | |
5/9/2024 | Orion Portfolio Solutions LLC | 4,356 | $2.28M | 0.0% | +21.2% | 0.003% | |
5/9/2024 | Blair William & Co. IL | 32,312 | $16.94M | 0.1% | +1.4% | 0.026% | |
5/9/2024 | HBK Sorce Advisory LLC | 539 | $283K | 0.0% | -8.5% | 0.000% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,515 | $5.51M | 0.1% | +6.6% | 0.008% | |
5/9/2024 | JBR Co Financial Management Inc | 16,133 | $8.46M | 6.7% | -2.8% | 0.013% | |
5/9/2024 | Stuart Chaussee & Associates Inc. | 64,440 | $33.79M | 9.7% | -0.1% | 0.051% | |
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5/9/2024 | SageView Advisory Group LLC | 27,410 | $14.37M | 0.7% | +492.8% | 0.022% | |
5/9/2024 | D Orazio & Associates Inc. | 1,057 | $554K | 0.1% | +10.6% | 0.001% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 438 | $230K | 0.0% | N/A | 0.000% | |
5/9/2024 | Interchange Capital Partners LLC | 510 | $267K | 0.2% | +7.6% | 0.000% | |
5/9/2024 | New Insight Wealth Advisors | 10,734 | $5.63M | 3.5% | +6.7% | 0.009% | |
5/9/2024 | Koshinski Asset Management Inc. | 707 | $371K | 0.0% | N/A | 0.001% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,358 | $1.24M | 0.0% | N/A | 0.002% | |
5/8/2024 | FPC Investment Advisory Inc. | 8,513 | $4.22M | 4.2% | N/A | 0.007% | |
5/8/2024 | MAI Capital Management | 54,877 | $28.77M | 0.3% | +13.7% | 0.044% | |
5/8/2024 | Private Wealth Advisors LLC | 2,151 | $1.13M | 0.5% | -26.0% | 0.002% | |