5/17/2024 | First Citizens Asset Management Inc. | 1,949 | $320K | 0.1% | N/A | 0.001% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 15,157 | $2.49M | 0.2% | -10.6% | 0.006% | |
5/17/2024 | Beacon Capital Management LLC | 356 | $59K | 0.0% | -29.4% | 0.000% | |
5/17/2024 | Semmax Financial Advisors Inc. | 5,262 | $857K | 0.3% | +74.2% | 0.002% | |
5/17/2024 | Comerica Bank | 181,235 | $29.79M | 0.1% | +139.5% | 0.069% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 1,628 | $268K | 0.1% | N/A | 0.001% | |
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5/17/2024 | Creekmur Asset Management LLC | 821 | $135K | 0.0% | -24.7% | 0.000% | |
5/16/2024 | Redwood Investment Management LLC | 9,907 | $1.63M | 0.2% | -22.5% | 0.004% | |
5/16/2024 | Global Financial Private Client LLC | 9,281 | $1.52M | 0.7% | +9.8% | 0.004% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 133,717 | $21.98M | 0.5% | +31.2% | 0.051% | |
5/16/2024 | Ancora Advisors LLC | 13,642 | $2.24M | 0.1% | +6.2% | 0.005% | |
5/16/2024 | Dynasty Wealth Management LLC | 234,494 | $38.54M | 1.2% | N/A | 0.089% | |
5/16/2024 | High Falls Advisors Inc | 116,129 | $19.09M | 4.8% | -22.0% | 0.044% | |
5/16/2024 | Icon Wealth Advisors LLC | 182,736 | $30.03M | 2.8% | +1.2% | 0.069% | |
5/16/2024 | Kraft Davis & Associates LLC | 73,487 | $11.96M | 3.7% | +8.8% | 0.028% | |
5/16/2024 | Captrust Financial Advisors | 437,435 | $71.89M | 0.2% | +9.0% | 0.166% | |
5/16/2024 | Econ Financial Services Corp | 10,697 | $1.76M | 1.1% | N/A | 0.004% | |
5/15/2024 | Ascent Group LLC | 94,837 | $15.59M | 1.4% | +47.5% | 0.036% | |
5/15/2024 | SVB Wealth LLC | 294,799 | $48.45M | 1.1% | -1.5% | 0.112% | |
5/15/2024 | Flow Traders U.S. LLC | 18,412 | $3.03M | 0.2% | N/A | 0.007% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 40,114 | $6.59M | 0.5% | -3.6% | 0.015% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 2,299 | $378K | 0.3% | +4.1% | 0.001% | |
5/15/2024 | Talisman Wealth Advisors LLC | 9,040 | $1.49M | 1.9% | +5.0% | 0.003% | |
5/15/2024 | Blue Edge Capital LLC | 58,005 | $9.53M | 1.6% | -0.6% | 0.022% | |
5/15/2024 | Kestra Advisory Services LLC | 492,753 | $80.98M | 0.5% | +16.4% | 0.187% | |
5/15/2024 | 1832 Asset Management L.P. | 17,180 | $2.82M | 0.0% | -79.1% | 0.007% | |
5/15/2024 | Linscomb Wealth Inc. | 1,900 | $312K | 0.0% | +17.9% | 0.001% | |
5/15/2024 | Quadrature Capital Ltd | 87,162 | $14.31M | 0.2% | N/A | 0.033% | |
5/15/2024 | Cloverfields Capital Group LP | 4,560 | $749K | 0.3% | +28.0% | 0.002% | |
5/14/2024 | JT Stratford LLC | 5,698 | $936K | 0.2% | -4.7% | 0.002% | |
5/14/2024 | Axxcess Wealth Management LLC | 8,118 | $1.33M | 0.0% | +218.4% | 0.003% | |
5/14/2024 | EP Wealth Advisors LLC | 7,795 | $1.28M | 0.0% | -10.7% | 0.003% | |
5/14/2024 | Element Pointe Advisors LLC | 81,794 | $13.44M | 3.3% | +3.1% | 0.031% | |
5/14/2024 | Freestone Capital Holdings LLC | 19,051 | $3.13M | 0.1% | +50.6% | 0.007% | |
5/14/2024 | CreativeOne Wealth LLC | 249,510 | $41.01M | 1.6% | +56.6% | 0.095% | |
5/14/2024 | Vident Advisory LLC | 49,098 | $8.07M | 0.2% | +36.6% | 0.019% | |
5/14/2024 | Forte Capital LLC ADV | 73,520 | $12.08M | 1.5% | N/A | 0.028% | |
5/14/2024 | Sax Wealth Advisors LLC | 346,285 | $56.91M | 6.6% | +81.1% | 0.131% | |
5/14/2024 | Mattern Wealth Management LLC | 9,249 | $1.52M | 0.4% | -0.9% | 0.004% | |
5/14/2024 | Mattern Capital Management LLC | 11,719 | $1.93M | 0.3% | -47.5% | 0.004% | |
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5/14/2024 | Kraft Asset Management LLC | 2,641 | $434K | 0.3% | -7.1% | 0.001% | |
5/14/2024 | Crewe Advisors LLC | 1,310 | $215K | 0.0% | -58.4% | 0.000% | |
5/14/2024 | Karpus Management Inc. | 114,157 | $18.76M | 0.5% | -0.4% | 0.043% | |
5/14/2024 | Oxford Financial Group LTD. LLC | 3,622 | $595K | 0.0% | -4.0% | 0.001% | |
5/14/2024 | Lake Street Advisors Group LLC | 6,999 | $1.15M | 0.1% | N/A | 0.003% | |
5/13/2024 | Bessemer Group Inc. | 2,418 | $396K | 0.0% | +169.3% | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 39,322 | $6.46M | 0.1% | +364.7% | 0.015% | |
5/13/2024 | PAX Financial Group LLC | 79,640 | $13.09M | 2.6% | +70.1% | 0.030% | |
5/11/2024 | Resurgent Financial Advisors LLC | 5,130 | $843K | 0.4% | -18.3% | 0.002% | |
5/11/2024 | Cynosure Group LLC | 52,804 | $8.68M | 1.6% | +0.1% | 0.020% | |
5/11/2024 | Catalytic Wealth RIA LLC | 4,181 | $687K | 0.1% | +19.9% | 0.002% | |
5/11/2024 | Jacobi Capital Management LLC | 5,263 | $865K | 0.1% | +16.2% | 0.002% | |
5/11/2024 | Ironsides Asset Advisors LLC | 23,939 | $3.93M | 1.3% | +170.8% | 0.009% | |
5/10/2024 | Osaic Holdings Inc. | 982,407 | $161.53M | 0.4% | -64.4% | 0.372% | |
5/10/2024 | TIAA Trust National Association | 682,565 | $112.18M | 0.3% | +7.1% | 0.259% | |
5/10/2024 | Viawealth LLC | 7,423 | $1.22M | 0.8% | -19.6% | 0.003% | |
5/10/2024 | Banco Santander S.A. | 30,630 | $5.03M | 0.1% | -15.9% | 0.012% | |
5/10/2024 | Nwam LLC | 16,644 | $2.70M | 0.2% | -0.6% | 0.006% | |
5/9/2024 | Delos Wealth Advisors LLC | 19,312 | $3.17M | 3.6% | +62.9% | 0.007% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 24,329 | $4.00M | 0.3% | -6.4% | 0.009% | |
5/9/2024 | ProVise Management Group LLC | 1,782 | $293K | 0.0% | -21.8% | 0.001% | |
5/9/2024 | Private Portfolio Partners LLC | 4,336 | $713K | 0.1% | +9.6% | 0.002% | |
5/9/2024 | Blair William & Co. IL | 13,701 | $2.25M | 0.0% | +16.0% | 0.005% | |
5/9/2024 | Orion Portfolio Solutions LLC | 155,977 | $25.64M | 0.3% | +0.9% | 0.059% | |
5/9/2024 | HBK Sorce Advisory LLC | 1,952 | $321K | 0.0% | N/A | 0.001% | |
5/9/2024 | Kingsview Wealth Management LLC | 4,427 | $728K | 0.0% | -7.6% | 0.002% | |
5/9/2024 | Landaas & Co. WI ADV | 240,587 | $39.54M | 12.8% | +21.9% | 0.091% | |
5/9/2024 | Delta Investment Management LLC | 1,681 | $276K | 0.1% | +7.2% | 0.001% | |
5/9/2024 | Ledyard National Bank | 4,619 | $759K | 0.1% | -30.2% | 0.002% | |
5/9/2024 | SageView Advisory Group LLC | 81,599 | $13.41M | 0.6% | +57.2% | 0.031% | |
5/9/2024 | MB Generational Wealth LLC | 12,905 | $2.12M | 1.9% | -84.3% | 0.005% | |
5/9/2024 | Interchange Capital Partners LLC | 19,209 | $3.25M | 2.2% | -6.7% | 0.007% | |
5/9/2024 | Koshinski Asset Management Inc. | 1,422 | $234K | 0.0% | N/A | 0.001% | |
5/8/2024 | Barings LLC | 327,813 | $53.88M | 1.3% | -10.9% | 0.124% | |
5/8/2024 | Bell Investment Advisors Inc | 82,186 | $13.51M | 2.6% | -2.0% | 0.031% | |
5/8/2024 | West Wealth Group LLC | 32,731 | $5.38M | 2.0% | -76.5% | 0.012% | |
5/8/2024 | TSA Wealth Managment LLC | 92,600 | $15.22M | 6.6% | -8.7% | 0.035% | |
5/8/2024 | Ethos Financial Group LLC | 35,213 | $5.79M | 1.1% | +312.6% | 0.013% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 144,270 | $23.71M | 2.9% | -11.6% | 0.055% | |
5/8/2024 | Bleakley Financial Group LLC | 3,440 | $565K | 0.0% | -4.1% | 0.001% | |
5/8/2024 | Baron Wealth Management LLC | 304,155 | $49.99M | 26.5% | -0.9% | 0.115% | |
5/8/2024 | Avantax Advisory Services Inc. | 183,045 | $30.08M | 0.3% | +2.9% | 0.069% | |
5/8/2024 | US Bancorp DE | 486,337 | $79.93M | 0.1% | -1.7% | 0.184% | |
5/8/2024 | Astoria Strategic Wealth Inc. | 2,434 | $400K | 0.1% | -17.3% | 0.001% | |
5/8/2024 | QRG Capital Management Inc. | 4,380 | $720K | 0.0% | +136.8% | 0.002% | |
5/8/2024 | Trademark Financial Management LLC | 34,465 | $5.66M | 4.7% | +73.9% | 0.013% | |
5/8/2024 | Watershed Private Wealth LLC | 57,160 | $9.39M | 4.2% | +1,170.5% | 0.022% | |
5/8/2024 | Headlands Technologies LLC | 293 | $48K | 0.0% | N/A | 0.000% | |
5/8/2024 | New Republic Capital LLC | 8,689 | $1.43M | 0.9% | +1.9% | 0.003% | |
5/8/2024 | Semus Wealth Partners LLC | 3,458 | $568K | 0.5% | -6.3% | 0.001% | |
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5/8/2024 | Inspire Advisors LLC | 1,701 | $280K | 0.0% | N/A | 0.001% | |
5/7/2024 | Verus Capital Partners LLC | 26,834 | $4.41M | 0.5% | +13.2% | 0.010% | |
5/7/2024 | NorthRock Partners LLC | 3,839 | $631K | 0.1% | +3.3% | 0.001% | |
5/7/2024 | Fiduciary Family Office LLC | 1,562 | $257K | 0.1% | N/A | 0.001% | |
5/7/2024 | GW Henssler & Associates Ltd. | 81,660 | $13.42M | 0.8% | +8.2% | 0.031% | |
5/7/2024 | Bedel Financial Consulting Inc. | 20,307 | $3.34M | 0.5% | -0.7% | 0.008% | |
5/7/2024 | Stonebrook Private Inc. | 110,754 | $18.20M | 5.3% | +13.7% | 0.042% | |
5/7/2024 | Concurrent Investment Advisors LLC | 47,816 | $7.86M | 0.3% | +53.9% | 0.018% | |
5/7/2024 | Atomi Financial Group Inc. | 20,237 | $3.33M | 0.3% | -52.2% | 0.008% | |
5/7/2024 | Montag A & Associates Inc. | 1,936 | $318K | 0.0% | -8.5% | 0.001% | |