5/15/2024 | Flow Traders U.S. LLC | 48,469 | $8.70M | 0.5% | -4.1% | 0.932% | |
5/10/2024 | Truepoint Inc. | 2,113 | $379K | 0.0% | N/A | 0.041% | |
5/9/2024 | Eagle Bay Advisors LLC | 480 | $86K | 0.1% | N/A | 0.009% | |
5/4/2024 | Gould Asset Management LLC CA | 11,385 | $2.04M | 0.5% | +10.3% | 0.219% | |
5/1/2024 | BNP Paribas Financial Markets | 835 | $150K | 0.0% | -37.8% | 0.016% | |
4/30/2024 | Concord Wealth Partners | 652 | $117K | 0.0% | +127.2% | 0.013% | |
|
4/25/2024 | Long Run Wealth Advisors LLC | 6,551 | $1.18M | 0.3% | -2.7% | 0.126% | |
4/23/2024 | BSW Wealth Partners | 22,646 | $4.07M | 0.7% | -4.6% | 0.436% | |
4/23/2024 | Gradient Investments LLC | 9,567 | $1.72M | 0.0% | +3.1% | 0.184% | |
4/18/2024 | Miracle Mile Advisors LLC | 3,986 | $715K | 0.0% | -6.1% | 0.072% | |
4/16/2024 | Howard Financial Services LTD. | 1,120 | $201K | 0.0% | N/A | 0.020% | |
4/16/2024 | Dohj LLC | 2,299 | $413K | 0.1% | +10.4% | 0.041% | |
4/15/2024 | Aspiriant LLC | 98,109 | $17.61M | 0.7% | +13.0% | 1.768% | |
4/11/2024 | &PARTNERS | 1,389 | $249K | 0.0% | N/A | 0.025% | |
4/2/2024 | Stonehearth Capital Management LLC | 14,336 | $2.57M | 1.2% | +4.1% | 0.258% | |
3/22/2024 | PNC Financial Services Group Inc. | 303 | $50K | 0.0% | +30.6% | 0.005% | |
2/28/2024 | EP Wealth Advisors LLC | 655 | $108K | 0.0% | N/A | 0.012% | |
2/15/2024 | Comerica Bank | 6,621 | $1.10M | 0.0% | -24.2% | 0.119% | |
2/13/2024 | Cetera Advisor Networks LLC | 25,725 | $4.26M | 0.0% | -6.9% | 0.464% | |
2/12/2024 | Relative Value Partners Group LLC | 15,966 | $2.64M | 0.2% | -2.8% | 0.288% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 5,934 | $982K | 0.0% | -5.3% | 0.107% | |
2/9/2024 | UBS Group AG | 60,254 | $9.97M | 0.0% | -15.5% | 1.086% | |
2/7/2024 | Van Hulzen Asset Management LLC | 6,763 | $1.12M | 0.1% | +3.3% | 0.122% | |
2/7/2024 | Wrapmanager Inc. | 1,476 | $244K | 0.1% | -6.2% | 0.027% | |
2/6/2024 | Merit Financial Group LLC | 1,280 | $212K | 0.0% | N/A | 0.023% | |
2/6/2024 | Concord Wealth Partners | 287 | $47K | 0.0% | -63.0% | 0.005% | |
2/2/2024 | Dohj LLC | 2,082 | $345K | 0.1% | N/A | 0.038% | |
2/2/2024 | Gould Asset Management LLC CA | 10,320 | $1.71M | 0.4% | +10.1% | 0.186% | |
2/1/2024 | Parkside Financial Bank & Trust | 760 | $126K | 0.0% | N/A | 0.014% | |
1/26/2024 | Cerity Partners LLC | 1,256 | $208K | 0.0% | N/A | 0.023% | |
1/26/2024 | Aspiriant LLC | 86,832 | $14.37M | 0.6% | +2.5% | 1.565% | |
1/22/2024 | Wolf Group Capital Advisors | 2,864 | $448K | 0.2% | N/A | 0.052% | |
1/22/2024 | Miracle Mile Advisors LLC | 4,244 | $702K | 0.0% | -67.6% | 0.076% | |
1/18/2024 | Gradient Investments LLC | 9,280 | $1.54M | 0.0% | -1.9% | 0.167% | |
1/18/2024 | Ritholtz Wealth Management | 7,151 | $1.18M | 0.0% | -0.9% | 0.129% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,502 | $249K | 0.0% | -74.8% | 0.027% | |
1/16/2024 | Raymond James & Associates | 1,597 | $264K | 0.0% | N/A | 0.029% | |
1/12/2024 | Cardinal Point Capital Management ULC | 6,295 | $1.04M | 0.3% | -1.6% | 0.113% | |
1/12/2024 | Monterey Private Wealth Inc. | 2,443 | $404K | 0.2% | N/A | 0.044% | |
1/11/2024 | Patten Group Inc. | 2,373 | $393K | 0.1% | -19.3% | 0.043% | |
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1/11/2024 | Bond & Devick Financial Network Inc. | 4,788 | $792K | 0.5% | +2.2% | 0.086% | |
1/10/2024 | Long Run Wealth Advisors LLC | 6,733 | $1.11M | 0.3% | -4.1% | 0.121% | |
11/30/2023 | Modera Wealth Management LLC | 3,337 | $501K | 0.0% | N/A | 0.060% | |
11/15/2023 | Glenmede Trust Co. NA | 10,616 | $1.60M | 0.0% | +5.8% | 0.191% | |
11/13/2023 | Clearstead Advisors LLC | 2,359 | $354K | 0.0% | -7.6% | 0.043% | |
11/13/2023 | Envestnet Asset Management Inc. | 22,080 | $3.32M | 0.0% | +0.4% | 0.398% | |
11/13/2023 | PNC Financial Services Group Inc. | 232 | $35K | 0.0% | +146.8% | 0.004% | |
11/9/2023 | UBS Group AG | 71,301 | $10.71M | 0.0% | +6.7% | 1.285% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 26,660 | $4.01M | 0.0% | -5.1% | 0.480% | |
11/7/2023 | Van Hulzen Asset Management LLC | 6,545 | $983K | 0.1% | +6.8% | 0.118% | |
11/7/2023 | Clearstead Advisors LLC | 2,359 | $354K | 0.0% | -7.6% | 0.043% | |
11/6/2023 | Nottingham Advisors Inc. | 1,584 | $238K | 0.0% | +14.9% | 0.029% | |
11/4/2023 | NBC Securities Inc. | 262 | $39K | 0.0% | N/A | 0.005% | |
11/3/2023 | Private Advisor Group LLC | 2,433 | $366K | 0.0% | -25.1% | 0.044% | |
11/1/2023 | Albion Financial Group UT | 7,789 | $1.17M | 0.1% | -81.2% | 0.140% | |
11/1/2023 | Wealthfront Advisers LLC | 10,352 | $1.56M | 0.0% | +4.4% | 0.187% | |
10/27/2023 | BSW Wealth Partners | 23,723 | $3.56M | 0.8% | -3.0% | 0.427% | |
10/27/2023 | Gradient Investments LLC | 9,464 | $1.42M | 0.0% | -1.5% | 0.171% | |
10/25/2023 | Concord Wealth Partners | 775 | $116K | 0.0% | -20.5% | 0.014% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,949 | $894K | 0.0% | -2.3% | 0.107% | |
10/24/2023 | Gould Asset Management LLC CA | 9,375 | $1.41M | 0.4% | -2.0% | 0.169% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,040 | $607K | 0.0% | +3.5% | 0.073% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,300 | $1.10M | 0.0% | -56.6% | 0.132% | |
10/19/2023 | Proffitt & Goodson Inc. | 464 | $70K | 0.0% | -15.6% | 0.008% | |
10/13/2023 | Ritholtz Wealth Management | 7,214 | $1.08M | 0.0% | -3.2% | 0.130% | |
10/13/2023 | Bond & Devick Financial Network Inc. | 4,684 | $704K | 0.5% | +5.1% | 0.084% | |
10/11/2023 | CWM LLC | 370 | $56K | 0.0% | -17.4% | 0.007% | |
10/10/2023 | Long Run Wealth Advisors LLC | 7,020 | $1.06M | 0.3% | -5.8% | 0.126% | |
10/6/2023 | &PARTNERS | 1,337 | $201K | 0.1% | N/A | 0.024% | |
8/14/2023 | Investure LLC | 98,740 | $15.44M | 3.0% | +0.9% | 1.779% | |
8/10/2023 | Commonwealth Equity Services LLC | 16,808 | $2.63M | 0.0% | +20.7% | 0.303% | |
8/10/2023 | Private Advisor Group LLC | 3,247 | $522K | 0.0% | -5.2% | 0.059% | |
8/10/2023 | Cetera Advisor Networks LLC | 26,124 | $4.09M | 0.0% | +692.1% | 0.471% | |
8/10/2023 | Cardinal Point Capital Management ULC | 6,395 | $1M | 0.3% | -50.2% | 0.115% | |
8/9/2023 | Flow Traders U.S. LLC | 112,391 | $17.58M | 0.8% | -13.4% | 2.025% | |
8/8/2023 | Lee Financial Co | 180 | $28K | 0.0% | -80.5% | 0.003% | |
8/8/2023 | Concord Wealth Partners | 975 | $152K | 0.0% | +7.0% | 0.018% | |
8/7/2023 | Desjardins Global Asset Management Inc. | 26,449 | $4.14M | 0.5% | N/A | 0.477% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,997 | $3.44M | 0.0% | -6.8% | 0.373% | |
8/3/2023 | CWM LLC | 448 | $70K | 0.0% | +21.4% | 0.008% | |
8/3/2023 | Van Hulzen Asset Management LLC | 6,128 | $958K | 0.1% | +10.5% | 0.104% | |
8/2/2023 | Bank of Montreal Can | 617 | $97K | 0.0% | N/A | 0.010% | |
8/1/2023 | Merit Financial Group LLC | 1,280 | $200K | 0.0% | N/A | 0.022% | |
7/31/2023 | LPL Financial LLC | 14,061 | $2.20M | 0.0% | -2.2% | 0.238% | |
7/31/2023 | Brighton Jones LLC | 2,208 | $345K | 0.0% | N/A | 0.037% | |
7/31/2023 | Wolf Group Capital Advisors | 2,864 | $432K | 0.2% | +26.2% | 0.049% | |
7/28/2023 | First Republic Investment Management Inc. | 28,078 | $4.39M | 0.0% | -19.1% | 0.476% | |
7/26/2023 | Aaron Wealth Advisors LLC | 1,334 | $209K | 0.0% | N/A | 0.023% | |
7/26/2023 | Patten Group Inc. | 2,937 | $459K | 0.1% | -9.3% | 0.050% | |
7/26/2023 | Albion Financial Group UT | 41,388 | $6.47M | 0.6% | -2.9% | 0.701% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 6,089 | $952K | 0.0% | -2.5% | 0.103% | |
7/25/2023 | Raymond James & Associates | 1,309 | $205K | 0.0% | -11.9% | 0.022% | |
7/19/2023 | Aspiriant LLC | 81,945 | $12.82M | 0.6% | +3.2% | 1.389% | |
7/17/2023 | Long Run Wealth Advisors LLC | 7,450 | $1.17M | 0.4% | -2.8% | 0.126% | |
7/17/2023 | Ritholtz Wealth Management | 7,452 | $1.17M | 0.1% | -1.1% | 0.126% | |
7/17/2023 | Bond & Devick Financial Network Inc. | 4,458 | $697K | 0.4% | +13.0% | 0.076% | |
7/14/2023 | Bartlett & Co. LLC | 440 | $69K | 0.0% | +109.5% | 0.007% | |
7/13/2023 | Miracle Mile Advisors LLC | 13,089 | $2.05M | 0.1% | -19.4% | 0.222% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 3,905 | $611K | 0.0% | +101.8% | 0.066% | |
7/11/2023 | Gradient Investments LLC | 9,604 | $1.50M | 0.0% | -6.8% | 0.163% | |