5/24/2024 | Cetera Advisor Networks LLC | 208,736 | $26.16M | 0.1% | +5.9% | 0.199% | |
5/24/2024 | Cetera Advisors LLC | 54,061 | $6.78M | 0.1% | +11.1% | 0.052% | |
5/24/2024 | Cetera Investment Advisers | 295,739 | $37.07M | 0.1% | +648.3% | 0.282% | |
5/22/2024 | Koesten Hirschmann & Crabtree INC. | 1,108 | $139K | 0.1% | N/A | 0.001% | |
5/21/2024 | Atria Investments Inc | 25,337 | $3.18M | 0.0% | -6.9% | 0.024% | |
5/17/2024 | Citizens Financial Group Inc. RI | 1,614 | $202K | 0.0% | N/A | 0.002% | |
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5/17/2024 | First Citizens Asset Management Inc. | 191,539 | $24.01M | 7.0% | +0.5% | 0.183% | |
5/17/2024 | New Covenant Trust Company N.A. | 626 | $78K | 0.1% | N/A | 0.001% | |
5/17/2024 | XML Financial LLC | 42,050 | $5.27M | 0.5% | -53.5% | 0.040% | |
5/17/2024 | First Western Trust Bank | 5,453 | $683K | 0.0% | -19.2% | 0.005% | |
5/17/2024 | Beacon Capital Management LLC | 458 | $57K | 0.0% | +255.0% | 0.000% | |
5/17/2024 | Pineridge Advisors LLC | 1,306 | $164K | 0.1% | -50.0% | 0.001% | |
5/17/2024 | Comerica Bank | 114,030 | $14.29M | 0.1% | -6.6% | 0.109% | |
5/17/2024 | Creekmur Asset Management LLC | 495 | $62K | 0.0% | -28.9% | 0.000% | |
5/16/2024 | FSA Wealth Management LLC | 113,138 | $14.18M | 6.2% | +2.8% | 0.108% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 30,857 | $3.87M | 0.1% | +22.7% | 0.029% | |
5/16/2024 | Kennedy Capital Management LLC | 9,262 | $1.16M | 0.0% | -84.4% | 0.009% | |
5/16/2024 | Waverly Advisors LLC | 105,966 | $13.28M | 0.3% | -12.6% | 0.101% | |
5/16/2024 | Captrust Financial Advisors | 150,774 | $18.90M | 0.1% | -28.4% | 0.144% | |
5/15/2024 | Ascent Group LLC | 29,140 | $3.65M | 0.3% | +9.3% | 0.028% | |
5/15/2024 | Earnest Partners LLC | 80,397 | $10.08M | 0.0% | +73.1% | 0.077% | |
5/15/2024 | SVB Wealth LLC | 200,455 | $25.12M | 0.6% | +94.6% | 0.191% | |
5/15/2024 | BOKF NA | 104,249 | $12.97M | 0.2% | -1.0% | 0.100% | |
5/15/2024 | Kestra Advisory Services LLC | 174,740 | $21.90M | 0.1% | +2.9% | 0.167% | |
5/14/2024 | Biltmore Family Office LLC | 396 | $50K | 0.0% | +27.7% | 0.000% | |
5/14/2024 | Ariel Investments LLC | 1,880 | $236K | 0.0% | -70.4% | 0.002% | |
5/14/2024 | EP Wealth Advisors LLC | 34,526 | $4.33M | 0.1% | -2.4% | 0.033% | |
5/14/2024 | Freestone Capital Holdings LLC | 6,045 | $758K | 0.0% | +1.5% | 0.006% | |
5/14/2024 | CreativeOne Wealth LLC | 1,987 | $249K | 0.0% | N/A | 0.002% | |
5/14/2024 | Forte Capital LLC ADV | 62,319 | $7.81M | 1.0% | -2.9% | 0.060% | |
5/14/2024 | Evermay Wealth Management LLC | 1,310 | $164K | 0.0% | +2,325.9% | 0.001% | |
5/14/2024 | American International Group Inc. | 6,365 | $798K | 0.0% | -42.5% | 0.006% | |
5/13/2024 | Bessemer Group Inc. | 13,791 | $1.73M | 0.0% | +43.7% | 0.013% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 718 | $90K | 0.0% | +16.4% | 0.001% | |
5/13/2024 | Rockport Wealth LLC | 6,152 | $771K | 0.3% | N/A | 0.006% | |
5/11/2024 | Cynosure Group LLC | 3,252 | $408K | 0.1% | -18.5% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 228,469 | $28.64M | 0.1% | -25.2% | 0.205% | |
5/10/2024 | Rodgers & Associates LTD | 147,922 | $18.54M | 2.4% | -2.4% | 0.133% | |
5/10/2024 | TIAA Trust National Association | 12,594,490 | $1.58B | 4.8% | -1.9% | 11.306% | |
5/10/2024 | Vanguard Group Inc. | 19,473 | $2.44M | 0.0% | +3.1% | 0.017% | |
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5/10/2024 | Broadview Financial Management LLC | 12,594 | $1.58M | 1.1% | +5.1% | 0.011% | |
5/10/2024 | Nicolet Advisory Services LLC | 1,803 | $224K | 0.0% | -44.3% | 0.002% | |
5/10/2024 | First Foundation Advisors | 8,763 | $1.10M | 0.0% | +12.0% | 0.008% | |
5/10/2024 | ARK & TLK Investments LLC | 28,477 | $3.57M | 1.1% | -4.3% | 0.026% | |
5/10/2024 | Truepoint Inc. | 9,606 | $1.20M | 0.0% | +31.5% | 0.009% | |
5/10/2024 | Wintrust Investments LLC | 13,927 | $1.75M | 0.2% | +1.5% | 0.013% | |
5/9/2024 | Brighton Jones LLC | 19,884 | $2.49M | 0.1% | -2.4% | 0.018% | |
5/9/2024 | Orion Portfolio Solutions LLC | 9,343 | $1.17M | 0.0% | -72.6% | 0.008% | |
5/9/2024 | Blair William & Co. IL | 23,548 | $2.95M | 0.0% | -14.0% | 0.021% | |
5/9/2024 | HBK Sorce Advisory LLC | 28,143 | $3.53M | 0.1% | -7.0% | 0.025% | |
5/9/2024 | Kingsview Wealth Management LLC | 10,980 | $1.38M | 0.0% | -7.0% | 0.010% | |
5/9/2024 | Condor Capital Management | 25,575 | $3.21M | 0.3% | +1.4% | 0.023% | |
5/9/2024 | SageView Advisory Group LLC | 3,255 | $408K | 0.0% | -22.6% | 0.003% | |
5/9/2024 | Private Management Group Inc. | 7,479 | $937K | 0.0% | +3.2% | 0.007% | |
5/9/2024 | BHK Investment Advisors LLC | 13,080 | $1.64M | 0.6% | +37.9% | 0.012% | |
5/8/2024 | Foundation Wealth Management LLC | 1,661 | $208K | 0.2% | N/A | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 6,602 | $827K | 0.1% | -2.3% | 0.006% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 7,543 | $945K | 0.1% | -4.4% | 0.007% | |
5/8/2024 | Advisors Preferred LLC | 132,840 | $16.53M | 2.8% | -13.7% | 0.119% | |
5/8/2024 | Bleakley Financial Group LLC | 49,944 | $6.26M | 0.2% | -2.0% | 0.045% | |
5/8/2024 | Heritage Wealth Advisors | 469,101 | $58.79M | 2.1% | +0.3% | 0.421% | |
5/8/2024 | Avantax Advisory Services Inc. | 115,371 | $14.46M | 0.1% | -3.3% | 0.104% | |
5/8/2024 | US Bancorp DE | 4,078,360 | $511.16M | 0.7% | +2.9% | 3.661% | |
5/8/2024 | Mycio Wealth Partners LLC | 5,916 | $742K | 0.2% | -6.5% | 0.005% | |
5/8/2024 | QRG Capital Management Inc. | 2,184 | $274K | 0.0% | -23.7% | 0.002% | |
5/8/2024 | New Republic Capital LLC | 547 | $69K | 0.0% | -43.8% | 0.000% | |
5/7/2024 | Meeder Advisory Services Inc. | 2,381 | $298K | 0.0% | N/A | 0.002% | |
5/7/2024 | Meeder Asset Management Inc. | 24,949 | $3.13M | 0.2% | -1.3% | 0.022% | |
5/7/2024 | Pointe Capital Management LLC | 6,152 | $771K | 0.5% | +131.5% | 0.006% | |
5/7/2024 | Bedel Financial Consulting Inc. | 10,424 | $1.31M | 0.2% | +3.0% | 0.009% | |
5/7/2024 | Anchor Capital Advisors LLC | 142,729 | $17.89M | 0.5% | -55.9% | 0.128% | |
5/7/2024 | Allegheny Financial Group LTD | 4,983 | $625K | 0.2% | -32.7% | 0.004% | |
5/7/2024 | WealthPLAN Partners LLC | 2,996 | $375K | 0.0% | +3.8% | 0.003% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 1,595 | $200K | 0.1% | +545.7% | 0.001% | |
5/7/2024 | Tectonic Advisors LLC | 11,152 | $1.40M | 0.1% | +58.8% | 0.010% | |
5/7/2024 | Smithfield Trust Co | 1,019 | $129K | 0.0% | -7.7% | 0.001% | |
5/7/2024 | Facet Wealth Inc. | 3,186 | $389K | 0.0% | +25.2% | 0.003% | |
5/7/2024 | NTV Asset Management LLC | 2,626 | $329K | 0.1% | +32.2% | 0.002% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 2,067 | $259K | 0.0% | -95.9% | 0.002% | |
5/7/2024 | Oppenheimer & Co. Inc. | 25,788 | $3.23M | 0.1% | +0.4% | 0.023% | |
5/7/2024 | Nuance Investments LLC | 59,066 | $7.42M | 0.2% | -27.8% | 0.053% | |
5/7/2024 | Wealthspire Advisors LLC | 10,358 | $1.30M | 0.0% | -3.7% | 0.009% | |
5/7/2024 | Insight 2811 Inc. | 16,490 | $2.07M | 1.1% | -1.2% | 0.015% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,046,878 | $507.20M | 1.9% | +29.4% | 3.633% | |
5/6/2024 | SYM FINANCIAL Corp | 1,743 | $218K | 0.0% | -8.0% | 0.002% | |
5/6/2024 | Cohen Capital Management Inc. | 2,720 | $341K | 0.1% | -18.5% | 0.002% | |
5/4/2024 | McClarren Financial Advisors Inc. | 251 | $31K | 0.0% | -26.8% | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 16,304 | $2.04M | 0.1% | -1.9% | 0.015% | |
5/4/2024 | Csenge Advisory Group | 11,409 | $1.43M | 0.1% | +76.7% | 0.010% | |
5/4/2024 | Richardson Financial Services Inc. | 2,601 | $326K | 0.2% | -3.4% | 0.002% | |
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5/3/2024 | Wittenberg Investment Management Inc. | 15,762 | $1.98M | 0.7% | -24.1% | 0.014% | |
5/3/2024 | FDx Advisors Inc. | 2,562 | $321K | 0.0% | -11.8% | 0.002% | |
5/3/2024 | STAR Financial Bank | 19,484 | $2.44M | 2.1% | +2.2% | 0.017% | |
5/3/2024 | Forte Asset Management LLC | 1,985 | $249K | 0.2% | N/A | 0.002% | |
5/3/2024 | TFB Advisors LLC | 14,268 | $1.70M | 0.6% | +3.5% | 0.013% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,940 | $243K | 0.0% | N/A | 0.002% | |
5/3/2024 | Rehmann Capital Advisory Group | 12,317 | $1.54M | 0.1% | -2.0% | 0.011% | |
5/3/2024 | Etfidea LLC | 87,679 | $10.99M | 3.7% | +4.3% | 0.079% | |
5/3/2024 | Commerce Bank | 2,531,059 | $317.22M | 2.1% | -5.7% | 2.272% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 18,381 | $2.30M | 0.1% | -8.0% | 0.017% | |