4/25/2024 | Aaron Wealth Advisors LLC | 67,982 | $271K | 0.0% | N/A | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 29,299 | $117K | 0.0% | N/A | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,029 | $64K | 0.0% | +54.0% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 398,307 | $1.59M | 0.1% | +2.0% | 0.000% | |
4/18/2024 | Naviter Wealth LLC | 272,980 | $1.09M | 0.2% | +10.4% | 0.002% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 27,982 | $111K | 0.0% | N/A | 0.000% | |
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4/16/2024 | Harbour Capital Advisors LLC | 81,920 | $314K | 0.1% | N/A | 0.000% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 198,040 | $788K | 0.6% | +66.2% | 0.000% | |
4/12/2024 | Cherrydale Wealth Management LLC | 13,855 | $55K | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 96,789 | $385K | 0.0% | +20.7% | 0.000% | |
4/11/2024 | PFW Advisors LLC | 10,561 | $42K | 0.0% | N/A | 0.000% | |
4/10/2024 | Aprio Wealth Management LLC | 17,351 | $69K | 0.0% | +39.7% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 84,712 | $337K | 0.0% | +61.0% | 0.000% | |
4/10/2024 | Bruce G. Allen Investments LLC | 7,010 | $28K | 0.0% | -46.4% | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 28,535 | $114K | 0.0% | +19.5% | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 18,022 | $62K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 223,847 | $770K | 0.0% | -2.6% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 45,913 | $158K | 0.1% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 12,482,281 | $42.94M | 0.0% | +4.1% | 0.098% | |
2/28/2024 | Abel Hall LLC | 16,794 | $58K | 0.0% | N/A | 0.000% | |
2/20/2024 | Sunpointe LLC | 11,932 | $41K | 0.1% | N/A | 0.000% | |
2/15/2024 | Georgetown University | 452,003 | $1.56M | 0.5% | +1.4% | 0.004% | |
2/14/2024 | Barometer Capital Management Inc. | 35,800 | $123K | 0.0% | N/A | 0.000% | |
2/13/2024 | Morningstar Investment Services LLC | 208,999 | $723K | 0.0% | +101.7% | 0.002% | |
2/13/2024 | Crossmark Global Holdings Inc. | 664,672 | $2.29M | 0.0% | -0.5% | 0.005% | |
2/13/2024 | Tower Research Capital LLC TRC | 7,180 | $25K | 0.0% | N/A | 0.000% | |
2/13/2024 | Lake Street Advisors Group LLC | 59,245 | $204K | 0.0% | +19.8% | 0.000% | |
2/12/2024 | Eagle Asset Management Inc. | 235,954 | $812K | 0.0% | -4.2% | 0.002% | |
2/12/2024 | Qtron Investments LLC | 103,917 | $357K | 0.1% | +5.9% | 0.001% | |
2/12/2024 | Lockheed Martin Investment Management Co. | 274,250 | $943K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 596,847 | $2.05M | 0.0% | -21.8% | 0.005% | |
2/9/2024 | Corient Private Wealth LLC | 152,581 | $525K | 0.0% | -6.1% | 0.001% | |
2/9/2024 | PNC Financial Services Group Inc. | 223,847 | $770K | 0.0% | -2.6% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 97,895 | $337K | 0.0% | +3.6% | 0.001% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 285,882 | $983K | 0.0% | +11.9% | 0.002% | |
2/8/2024 | Altman Advisors Inc. | 429,268 | $1.48M | 0.8% | +1.5% | 0.003% | |
2/7/2024 | Ieq Capital LLC | 42,698 | $147K | 0.0% | +7.8% | 0.000% | |
2/7/2024 | Forum Financial Management LP | 273,134 | $940K | 0.0% | -5.4% | 0.002% | |
2/7/2024 | QRG Capital Management Inc. | 562,441 | $1.94M | 0.0% | +10.6% | 0.004% | |
2/7/2024 | Principal Street Partners LLC | 24,988 | $86K | 0.0% | N/A | 0.000% | |
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2/6/2024 | Apollon Wealth Management LLC | 45,953 | $158K | 0.0% | N/A | 0.000% | |
2/6/2024 | Summit Trail Advisors LLC | 10,410 | $36K | 0.0% | N/A | 0.000% | |
2/6/2024 | Gallacher Capital Management LLC | 87,738 | $302K | 0.2% | -10.1% | 0.001% | |
2/6/2024 | Sapient Capital LLC | 15,750 | $54K | 0.0% | N/A | 0.000% | |
2/6/2024 | M&T Bank Corp | 272,233 | $937K | 0.0% | -4.2% | 0.002% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 31,853 | $110K | 0.0% | -13.0% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 390,402 | $1.34M | 0.1% | +3.1% | 0.003% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 119,177 | $410K | 0.3% | +7.0% | 0.001% | |
2/5/2024 | Naviter Wealth LLC | 247,337 | $851K | 0.2% | +24.6% | 0.002% | |
2/5/2024 | Russell Investments Group Ltd. | 10,308 | $35K | 0.0% | +144.3% | 0.000% | |
2/2/2024 | Callan Capital LLC | 20,816 | $72K | 0.0% | N/A | 0.000% | |
2/1/2024 | GAMMA Investing LLC | 23,872 | $87K | 0.0% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 170,261 | $586K | 0.0% | +5.8% | 0.001% | |
2/1/2024 | Pathway Financial Advisors LLC | 23,510 | $81K | 0.0% | N/A | 0.000% | |
1/30/2024 | SVB Wealth LLC | 44,023 | $151K | 0.0% | +23.6% | 0.000% | |
1/30/2024 | Flputnam Investment Management Co. | 23,375 | $80K | 0.0% | +27.7% | 0.000% | |
1/29/2024 | AlphaQ Advisors LLC | 102,744 | $353K | 0.2% | +9.7% | 0.001% | |
1/29/2024 | Ingalls & Snyder LLC | 20,000 | $69K | 0.0% | +100.0% | 0.000% | |
1/29/2024 | Clarius Group LLC | 40,470 | $139K | 0.0% | +138.3% | 0.000% | |
1/29/2024 | Sapient Capital LLC | 16,885 | $58K | 0.0% | N/A | 0.000% | |
1/26/2024 | Cerity Partners LLC | 362,644 | $1.25M | 0.0% | +17.4% | 0.003% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 41,119 | $141K | 0.0% | N/A | 0.000% | |
1/24/2024 | Augustine Asset Management Inc. | 458,061 | $1.58M | 0.7% | N/A | 0.004% | |
1/23/2024 | Visionary Horizons LLC | 14,450 | $50K | 0.0% | N/A | 0.000% | |
1/23/2024 | Ballentine Partners LLC | 80,179 | $276K | 0.0% | +21.7% | 0.001% | |
1/23/2024 | Trust Point Inc. | 22,277 | $77K | 0.0% | N/A | 0.000% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 46,881 | $161K | 0.1% | -6.1% | 0.000% | |
1/22/2024 | Five Oceans Advisors | 24,423 | $84K | 0.0% | +15.9% | 0.000% | |
1/18/2024 | Caprock Group LLC | 36,769 | $126K | 0.0% | +39.2% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 16,453 | $56K | 0.0% | +149.2% | 0.000% | |
1/16/2024 | Raymond James & Associates | 129,995 | $447K | 0.0% | -9.9% | 0.001% | |
1/11/2024 | Bruce G. Allen Investments LLC | 13,085 | $45K | 0.0% | N/A | 0.000% | |
1/9/2024 | Wedmont Private Capital | 10,453 | $38K | 0.0% | N/A | 0.000% | |
11/30/2023 | American Century Companies Inc. | 1,635,521 | $5.61M | 0.0% | +7.1% | 0.013% | |
11/15/2023 | Integrated Wealth Concepts LLC | 657,170 | $2.25M | 0.0% | +0.8% | 0.005% | |
11/14/2023 | Morningstar Investment Services LLC | 103,612 | $366K | 0.0% | +6.4% | 0.001% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 397,775 | $1.36M | 0.0% | +19.3% | 0.003% | |
11/13/2023 | Natixis Advisors L.P. | 657,403 | $2.26M | 0.0% | +6.6% | 0.005% | |
11/13/2023 | Eagle Asset Management Inc. | 246,230 | $845K | 0.0% | -2.7% | 0.002% | |
11/13/2023 | Gallacher Capital Management LLC | 97,599 | $335K | 0.2% | -14.6% | 0.001% | |
11/13/2023 | Mariner LLC | 828,705 | $2.84M | 0.0% | +20.6% | 0.007% | |
11/13/2023 | Qtron Investments LLC | 98,154 | $337K | 0.1% | +121.0% | 0.001% | |
11/13/2023 | FMR LLC | 11,516,942 | $39.50M | 0.0% | +11.7% | 0.091% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 10,868 | $37K | 0.0% | N/A | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 508,503 | $1.74M | 0.0% | N/A | 0.004% | |
11/8/2023 | HighTower Advisors LLC | 173,709 | $597K | 0.0% | +17.9% | 0.001% | |
11/8/2023 | Pathstone Family Office LLC | 44,340 | $152K | 0.0% | +97.5% | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 255,423 | $876K | 0.0% | +4.5% | 0.002% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 70,828 | $243K | 0.0% | +18.4% | 0.001% | |
11/7/2023 | Addison Advisors LLC | 35,097 | $120K | 0.1% | +17.8% | 0.000% | |
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11/6/2023 | Flputnam Investment Management Co. | 18,307 | $63K | 0.0% | +42.2% | 0.000% | |
11/6/2023 | Ieq Capital LLC | 39,621 | $136K | 0.0% | +20.8% | 0.000% | |
11/4/2023 | Signaturefd LLC | 160,896 | $552K | 0.0% | +11.5% | 0.001% | |
11/3/2023 | Private Advisor Group LLC | 60,928 | $209K | 0.0% | +5.7% | 0.000% | |
11/2/2023 | West Family Investments Inc. | 84,045 | $288K | 0.1% | -11.2% | 0.001% | |
11/2/2023 | Ingalls & Snyder LLC | 10,000 | $34K | 0.0% | N/A | 0.000% | |
11/2/2023 | M&T Bank Corp | 284,180 | $975K | 0.0% | +10.8% | 0.002% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 111,401 | $382K | 0.4% | -3.6% | 0.001% | |
11/1/2023 | Orion Portfolio Solutions LLC | 25,190 | $86K | 0.0% | +15.7% | 0.000% | |
10/30/2023 | Yousif Capital Management LLC | 209,428 | $718K | 0.0% | -1.9% | 0.002% | |