5/4/2024 | DAVENPORT & Co LLC | 2,062,543 | $125.39M | 0.8% | +36.8% | 0.119% | |
5/4/2024 | Team Hewins LLC | 3,931 | $239K | 0.0% | -13.7% | 0.000% | |
5/4/2024 | Seafarer Capital Partners LLC | 952,000 | $57.86M | 16.9% | +20.2% | 0.055% | |
5/4/2024 | Csenge Advisory Group | 13,348 | $811K | 0.0% | +8.2% | 0.001% | |
5/4/2024 | Richardson Financial Services Inc. | 10,716 | $651K | 0.5% | +8.6% | 0.001% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,396 | $389K | 0.0% | -5.8% | 0.000% | |
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5/3/2024 | Callan Capital LLC | 7,039 | $428K | 0.0% | +90.5% | 0.000% | |
5/3/2024 | Central Pacific Bank Trust Division | 10,400 | $635K | 0.1% | N/A | 0.001% | |
5/2/2024 | Salomon & Ludwin LLC | 992 | $60K | 0.0% | +1,884.0% | 0.000% | |
5/2/2024 | Financial Counselors Inc. | 3,333 | $203K | 0.0% | N/A | 0.000% | |
5/2/2024 | Pittenger & Anderson Inc. | 23,475 | $1.43M | 0.1% | +5.9% | 0.001% | |
5/2/2024 | PDS Planning Inc | 3,981 | $242K | 0.0% | +16.7% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,386 | $1.91M | 0.0% | +1.1% | 0.002% | |
5/1/2024 | BNP Paribas Financial Markets | 7,389 | $449K | 0.0% | +62.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 10,635 | $646K | 0.0% | +8.0% | 0.001% | |
4/30/2024 | HB Wealth Management LLC | 3,631 | $221K | 0.0% | N/A | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 20,000 | $1.22M | 1.0% | -1.2% | 0.001% | |
4/30/2024 | Cordatus Wealth Management LLC | 7,902 | $480K | 0.3% | +5.4% | 0.000% | |
4/30/2024 | Caprock Group LLC | 13,917 | $846K | 0.0% | -16.2% | 0.001% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 3,523 | $214K | 0.1% | +6.0% | 0.000% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,739 | $106K | 0.0% | N/A | 0.000% | |
4/29/2024 | Commonwealth Equity Services LLC | 70,461 | $4.28M | 0.0% | -7.3% | 0.004% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 4,217 | $256K | 0.0% | -4.1% | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 3,720 | $226K | 0.1% | +14.1% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 915 | $56K | 0.0% | -21.5% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 30,135 | $1.83M | 0.0% | -2.0% | 0.002% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 3,016 | $183K | 0.0% | -22.0% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 205,905 | $12.52M | 2.1% | -0.5% | 0.012% | |
4/25/2024 | Aaron Wealth Advisors LLC | 7,428 | $451K | 0.1% | +37.8% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 3,389 | $204K | 0.0% | -12.9% | 0.000% | |
4/25/2024 | Penn Davis Mcfarland Inc. | 349,838 | $21.26M | 3.3% | +16.9% | 0.020% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 34,866 | $2.12M | 0.0% | -9.3% | 0.002% | |
4/24/2024 | Premier Path Wealth Partners LLC | 17,388 | $1.06M | 0.2% | +17.2% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 26,383 | $1.60M | 0.0% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 3,305 | $201K | 0.0% | N/A | 0.000% | |
4/24/2024 | Buttonwood Financial Advisors Inc. | 74,918 | $4.55M | 2.1% | +8.5% | 0.004% | |
4/23/2024 | Global Retirement Partners LLC | 7,889 | $479K | 0.0% | +184.0% | 0.000% | |
4/23/2024 | Cornell Pochily Investment Advisors Inc. | 7,046 | $428K | 0.2% | -4.8% | 0.000% | |
4/23/2024 | Sage Mountain Advisors LLC | 5,826 | $354K | 0.0% | N/A | 0.000% | |
4/23/2024 | Seven Grand Managers LLC | 62,500 | $3.80M | 1.9% | N/A | 0.004% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 59,588 | $3.62M | 0.0% | -6.4% | 0.003% | |
4/22/2024 | PFG Investments LLC | 3,559 | $216K | 0.0% | N/A | 0.000% | |
4/22/2024 | Solitude Financial Services | 9,822 | $597K | 0.3% | +8.8% | 0.001% | |
4/19/2024 | Everett Harris & Co. CA | 277,437 | $16.86M | 0.2% | +0.8% | 0.016% | |
4/19/2024 | First Trust Direct Indexing L.P. | 12,290 | $747K | 0.1% | -10.7% | 0.001% | |
4/18/2024 | Naviter Wealth LLC | 22,261 | $1.35M | 0.2% | +19.6% | 0.001% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,739 | $106K | 0.0% | N/A | 0.000% | |
4/18/2024 | Hexagon Capital Partners LLC | 1,844 | $112K | 0.0% | -11.9% | 0.000% | |
4/18/2024 | Koss Olinger Consulting LLC | 63,242 | $3.84M | 2.1% | +146.9% | 0.004% | |
4/17/2024 | Founders Financial Securities LLC | 16,029 | $974K | 0.1% | -6.4% | 0.001% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 64,664 | $3.93M | 0.0% | -1.5% | 0.004% | |
4/15/2024 | DGS Capital Management LLC | 4,826 | $293K | 0.1% | N/A | 0.000% | |
4/15/2024 | GoalVest Advisory LLC | 500 | $30K | 0.0% | -51.7% | 0.000% | |
4/15/2024 | Future Financial Wealth Managment LLC | 1,000 | $61K | 0.0% | N/A | 0.000% | |
4/15/2024 | RMR Wealth Builders | 4,077 | $248K | 0.0% | N/A | 0.000% | |
4/12/2024 | Jacobs & Co. CA | 46,545 | $2.83M | 0.3% | -5.4% | 0.003% | |
4/12/2024 | CHICAGO TRUST Co NA | 10,579 | $643K | 0.1% | +1.9% | 0.001% | |
4/12/2024 | Northwest Investment Counselors LLC | 1,887 | $115K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 6,002 | $365K | 0.0% | +8.0% | 0.000% | |
4/11/2024 | Douglas Lane & Associates LLC | 1,282,880 | $77.97M | 1.1% | -1.1% | 0.074% | |
4/11/2024 | &PARTNERS | 14,373 | $862K | 0.1% | +10.6% | 0.001% | |
4/11/2024 | MJP Associates Inc. ADV | 3,500 | $213K | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 62,398 | $3.79M | 0.0% | -6.3% | 0.004% | |
4/10/2024 | Thomasville National Bank | 4,058 | $247K | 0.0% | -57.9% | 0.000% | |
4/10/2024 | Perpetual Ltd | 127,155 | $7.74M | 0.1% | +13.7% | 0.007% | |
4/5/2024 | First Hawaiian Bank | 42,953 | $2.61M | 0.1% | +0.8% | 0.002% | |
4/5/2024 | Compass Wealth Management LLC | 95,812 | $5.82M | 1.5% | +11.6% | 0.006% | |
4/5/2024 | NBC Securities Inc. | 3,423 | $218K | 0.0% | -21.5% | 0.000% | |
4/5/2024 | CWM LLC | 5,066 | $308K | 0.0% | -24.7% | 0.000% | |
3/27/2024 | Nomura Holdings Inc. | 25,108 | $1.62M | 0.0% | N/A | 0.001% | |
3/26/2024 | HighPoint Advisor Group LLC | 4,857 | $290K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 32,571 | $2.11M | 0.0% | -12.0% | 0.002% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,547 | $488K | 0.0% | -17.6% | 0.000% | |
3/8/2024 | ICA Group Wealth Management LLC | 880 | $57K | 0.0% | N/A | 0.000% | |
3/6/2024 | SageView Advisory Group LLC | 23,405 | $1.46M | 0.1% | +15.8% | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 9,000,206 | $581.59M | 0.3% | -9.7% | 0.518% | |
3/4/2024 | Richardson Financial Services Inc. | 9,863 | $637K | 0.6% | N/A | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,002,238 | $64.77M | 0.0% | -42.6% | 0.058% | |
2/26/2024 | Syon Capital LLC | 6,741 | $436K | 0.0% | +10.6% | 0.000% | |
2/26/2024 | Integrated Advisors Network LLC | 5,260 | $340K | 0.0% | +33.4% | 0.000% | |
2/21/2024 | V Square Quantitative Management LLC | 4,716 | $305K | 0.1% | N/A | 0.000% | |
2/20/2024 | Covenant Partners LLC | 7,406 | $479K | 0.2% | +24.3% | 0.000% | |
2/15/2024 | Pettyjohn Wood & White Inc. | 8,705 | $563K | 0.1% | -21.7% | 0.001% | |
2/14/2024 | Ethic Inc. | 102,405 | $6.62M | 0.2% | +3.6% | 0.006% | |
2/14/2024 | Cook & Bynum Capital Management LLC | 454,871 | $29.39M | 23.2% | -11.6% | 0.026% | |
2/14/2024 | Capital Fund Management S.A. | 191,260 | $12.36M | 0.0% | -20.7% | 0.011% | |
2/14/2024 | Personal CFO Solutions LLC | 5,413 | $350K | 0.1% | +15.7% | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 144,352 | $9.34M | 0.1% | +82.6% | 0.008% | |
2/13/2024 | Schwerin Boyle Capital Management Inc. | 61,940 | $4.00M | 0.4% | -0.3% | 0.004% | |
2/13/2024 | Exencial Wealth Advisors LLC | 42,590 | $2.75M | 0.1% | +19.1% | 0.002% | |
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2/13/2024 | 1832 Asset Management L.P. | 6,809 | $440K | 0.0% | -86.2% | 0.000% | |
2/13/2024 | Crossmark Global Holdings Inc. | 15,773 | $1.02M | 0.0% | +9.4% | 0.001% | |
2/13/2024 | Capital International Investors | 2,124,860 | $137.45M | 0.0% | +0.9% | 0.122% | |
2/13/2024 | Lake Street Advisors Group LLC | 10,082 | $651K | 0.0% | -3.4% | 0.001% | |
2/13/2024 | Fairview Capital Investment Management LLC | 178,853 | $11.56M | 0.7% | -2.1% | 0.010% | |
2/13/2024 | Armistice Capital LLC | 407,000 | $26.30M | 0.4% | -42.1% | 0.023% | |
2/13/2024 | Belpointe Asset Management LLC | 3,481 | $225K | 0.0% | N/A | 0.000% | |
2/13/2024 | Laurel Wealth Advisors LLC | 2,133 | $138K | 0.0% | -8.6% | 0.000% | |
2/13/2024 | Peapack Gladstone Financial Corp | 14,959 | $967K | 0.0% | -4.2% | 0.001% | |
2/13/2024 | The Manufacturers Life Insurance Company | 9,277,617 | $599.52M | 0.4% | -10.5% | 0.534% | |