5/15/2024 | BOKF NA | 10,333 | $2.77M | 0.1% | -1.4% | 0.015% | |
5/15/2024 | Kestra Advisory Services LLC | 89,443 | $24.20M | 0.2% | -0.2% | 0.133% | |
5/15/2024 | 1832 Asset Management L.P. | 6,675 | $1.81M | 0.0% | +0.8% | 0.010% | |
5/14/2024 | Axxcess Wealth Management LLC | 4,047 | $1.10M | 0.0% | -4.4% | 0.006% | |
5/14/2024 | EP Wealth Advisors LLC | 25,591 | $6.92M | 0.1% | +7.7% | 0.038% | |
5/14/2024 | Freestone Capital Holdings LLC | 2,317 | $627K | 0.0% | +104.7% | 0.003% | |
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5/14/2024 | CreativeOne Wealth LLC | 4,180 | $1.13M | 0.0% | +31.9% | 0.006% | |
5/14/2024 | Evermay Wealth Management LLC | 3,705 | $1.00M | 0.2% | N/A | 0.006% | |
5/14/2024 | Owen LaRue LLC | 1,163 | $315K | 0.2% | +23.3% | 0.002% | |
5/14/2024 | Lake Street Advisors Group LLC | 2,204 | $596K | 0.0% | +2.4% | 0.003% | |
5/13/2024 | Windham Capital Management LLC | 2,318 | $627K | 0.5% | -85.7% | 0.003% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 525 | $142K | 0.0% | N/A | 0.001% | |
5/13/2024 | Safeguard Investment Advisory Group LLC | 22,524 | $6.09M | 2.1% | +9.6% | 0.034% | |
5/13/2024 | Goepper Burkhardt LLC | 25,905 | $6.79M | 3.2% | -9.4% | 0.039% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,898 | $514K | 0.0% | +20.8% | 0.003% | |
5/11/2024 | Jacobi Capital Management LLC | 876 | $237K | 0.0% | -13.1% | 0.001% | |
5/11/2024 | Ironsides Asset Advisors LLC | 1,975 | $534K | 0.2% | +29.5% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 256,815 | $69.51M | 0.2% | -1.4% | 0.383% | |
5/10/2024 | TIAA Trust National Association | 23,725 | $6.42M | 0.0% | +0.4% | 0.035% | |
5/10/2024 | Spirepoint Private Client LLC | 1,135 | $307K | 0.0% | N/A | 0.002% | |
5/10/2024 | Bright Financial Advisors Inc. | 2,365 | $611K | 0.4% | N/A | 0.004% | |
5/10/2024 | Nwam LLC | 1,138 | $297K | 0.0% | +40.8% | 0.002% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 5,941 | $1.61M | 0.1% | -4.8% | 0.009% | |
5/9/2024 | Orion Portfolio Solutions LLC | 24,502 | $6.63M | 0.1% | +6.0% | 0.036% | |
5/9/2024 | Blair William & Co. IL | 17,100 | $4.63M | 0.0% | +6.6% | 0.025% | |
5/9/2024 | Zevin Asset Management LLC | 1,049 | $284K | 0.0% | -10.3% | 0.002% | |
5/9/2024 | Ledyard National Bank | 1,258 | $340K | 0.0% | -3.1% | 0.002% | |
5/9/2024 | Planning Directions Inc. | 6,463 | $1.75M | 1.2% | -6.5% | 0.010% | |
5/9/2024 | TBH Global Asset Management LLC | 2,444 | $661K | 0.1% | +58.3% | 0.004% | |
5/9/2024 | Private Management Group Inc. | 741 | $200K | 0.0% | N/A | 0.001% | |
5/9/2024 | Hudson Value Partners LLC | 4,763 | $1.29M | 0.5% | -16.1% | 0.007% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,121 | $844K | 0.1% | +14.8% | 0.005% | |
5/8/2024 | MAI Capital Management | 92,771 | $25.10M | 0.3% | +22.2% | 0.138% | |
5/8/2024 | Sheets Smith Wealth Management | 8,315 | $2.25M | 0.3% | N/A | 0.012% | |
5/8/2024 | Bleakley Financial Group LLC | 34,804 | $9.42M | 0.3% | +21.8% | 0.052% | |
5/8/2024 | Heritage Wealth Advisors | 3,687 | $997K | 0.0% | +192.2% | 0.005% | |
5/8/2024 | Focused Wealth Management Inc | 5,269 | $1.43M | 0.2% | -2.6% | 0.008% | |
5/8/2024 | Avantax Advisory Services Inc. | 80,585 | $21.80M | 0.2% | +14.6% | 0.120% | |
5/8/2024 | US Bancorp DE | 13,973 | $3.78M | 0.0% | -2.7% | 0.021% | |
5/8/2024 | SP Asset Management LLC | 26,387 | $7.14M | 0.7% | -0.8% | 0.039% | |
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5/8/2024 | QRG Capital Management Inc. | 1,900 | $514K | 0.0% | +24.4% | 0.003% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 2,695 | $729K | 0.0% | +14.7% | 0.004% | |
5/8/2024 | Thoroughbred Financial Services LLC | 1,627 | $440K | 0.0% | -10.0% | 0.002% | |
5/7/2024 | Verus Capital Partners LLC | 1,131 | $306K | 0.0% | -13.7% | 0.002% | |
5/7/2024 | Capital Square LLC | 789 | $214K | 0.2% | N/A | 0.001% | |
5/7/2024 | NorthRock Partners LLC | 1,774 | $480K | 0.0% | +3.8% | 0.003% | |
5/7/2024 | Choate Investment Advisors | 13,936 | $3.77M | 0.1% | N/A | 0.021% | |
5/7/2024 | WNY Asset Management LLC | 5,777 | $1.56M | 0.2% | -4.4% | 0.009% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 27,561 | $7.46M | 1.5% | +0.6% | 0.041% | |
5/7/2024 | Concurrent Investment Advisors LLC | 15,108 | $4.09M | 0.2% | -6.6% | 0.023% | |
5/7/2024 | Allegheny Financial Group LTD | 1,885 | $510K | 0.2% | +3.5% | 0.003% | |
5/7/2024 | BOS Asset Management LLC | 1,213 | $328K | 0.2% | +5.9% | 0.002% | |
5/7/2024 | KCM Investment Advisors LLC | 105,169 | $28.45M | 1.1% | +1.3% | 0.157% | |
5/7/2024 | Advantage Trust Co | 9,995 | $2.70M | 2.0% | -1.8% | 0.015% | |
5/7/2024 | Adaptive Financial Consulting LLC | 39,624 | $10.72M | 4.8% | +0.8% | 0.059% | |
5/7/2024 | Oppenheimer & Co. Inc. | 7,643 | $2.07M | 0.0% | -1.9% | 0.011% | |
5/7/2024 | Wealthspire Advisors LLC | 4,008 | $1.08M | 0.0% | +1.1% | 0.006% | |
5/7/2024 | Insight Advisors LLC PA | 1,166 | $315K | 0.1% | +21.2% | 0.002% | |
5/7/2024 | Howard Wealth Management LLC | 5,201 | $1.41M | 1.1% | -3.8% | 0.008% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 3,506 | $948K | 0.5% | -2.1% | 0.005% | |
5/7/2024 | SG Americas Securities LLC | 390 | $106K | 0.0% | N/A | 0.001% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 29,911 | $8.09M | 0.0% | +758.5% | 0.045% | |
5/6/2024 | Ballast Inc. | 30,508 | $8.25M | 2.6% | +1.1% | 0.045% | |
5/6/2024 | Advisory Services Network LLC | 14,554 | $3.94M | 0.1% | +3.9% | 0.022% | |
5/6/2024 | Manchester Capital Management LLC | 4,545 | $1.23M | 0.2% | -41.9% | 0.007% | |
5/6/2024 | Advisory Alpha LLC | 2,137 | $578K | 0.0% | +155.9% | 0.003% | |
5/4/2024 | McClarren Financial Advisors Inc. | 1,894 | $5.12M | 1.3% | +96.9% | 0.003% | |
5/4/2024 | Csenge Advisory Group | 4,471 | $1.21M | 0.1% | +9.2% | 0.007% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 5,401 | $1.46M | 0.8% | +1.8% | 0.008% | |
5/3/2024 | MontVue Capital Management Inc. | 6,139 | $1.66M | 1.5% | +22.1% | 0.009% | |
5/3/2024 | Embree Financial Group | 6,321 | $1.71M | 0.3% | -4.1% | 0.009% | |
5/3/2024 | Larson Financial Group LLC | 355 | $96K | 0.0% | +130.5% | 0.001% | |
5/3/2024 | Callan Capital LLC | 28,446 | $7.70M | 0.7% | -3.2% | 0.042% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,683 | $726K | 0.1% | -1.9% | 0.004% | |
5/3/2024 | Rehmann Capital Advisory Group | 1,691 | $457K | 0.0% | +89.4% | 0.003% | |
5/3/2024 | Etfidea LLC | 1,059 | $286K | 0.1% | +23.9% | 0.002% | |
5/3/2024 | GSA Capital Partners LLP | 7,257 | $1.96M | 0.2% | -53.2% | 0.011% | |
5/3/2024 | Liberty Wealth Management LLC | 7,694 | $2.08M | 0.4% | +965.7% | 0.011% | |
5/3/2024 | Absolute Capital Management LLC | 5,281 | $1.43M | 0.9% | +5.9% | 0.008% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 2,826 | $764K | 0.0% | -12.4% | 0.004% | |
5/2/2024 | Mutual Advisors LLC | 8,213 | $2.22M | 0.1% | +2.1% | 0.012% | |
5/2/2024 | Smart Money Group LLC | 1,474 | $377K | 0.1% | -4.3% | 0.002% | |
5/2/2024 | Salomon & Ludwin LLC | 9,380 | $2.54M | 0.2% | +25.5% | 0.014% | |
5/2/2024 | FinTrust Capital Advisors LLC | 100 | $27K | 0.0% | -64.5% | 0.000% | |
5/2/2024 | Curran Financial Partners LLC | 21,094 | $5.71M | 2.0% | -9.0% | 0.031% | |
5/2/2024 | Choreo LLC | 886 | $240K | 0.0% | -12.8% | 0.001% | |
5/2/2024 | Family Firm Inc. | 961 | $260K | 0.1% | -10.4% | 0.001% | |
5/2/2024 | ESG Planning DBA Harper Investing | 3,298 | $892K | 1.0% | +93.3% | 0.005% | |
5/2/2024 | PDS Planning Inc | 1,691 | $457K | 0.0% | +49.5% | 0.003% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 761 | $206K | 0.1% | N/A | 0.001% | |
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5/1/2024 | Janney Montgomery Scott LLC | 295,311 | $79.89M | 0.2% | +0.3% | 0.440% | |
5/1/2024 | Centric Wealth Management | 864 | $221K | 0.1% | -14.9% | 0.001% | |
5/1/2024 | Summit Wealth Group LLC | 23,022 | $6.23M | 4.2% | +3.1% | 0.034% | |
5/1/2024 | Alta Wealth Advisors LLC | 2,736 | $740K | 0.4% | +18.1% | 0.004% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 14,770 | $4.00M | 0.3% | +2.2% | 0.022% | |
5/1/2024 | Grant Street Asset Management Inc. | 5,171 | $1.40M | 0.5% | +8.5% | 0.008% | |
5/1/2024 | Mission Wealth Management LP | 7,962 | $2.15M | 0.1% | +51.3% | 0.012% | |
5/1/2024 | Sequoia Financial Advisors LLC | 16,678 | $4.51M | 0.1% | +3.2% | 0.025% | |
4/30/2024 | Private Advisor Group LLC | 42,270 | $11.44M | 0.1% | +11.1% | 0.063% | |
4/30/2024 | Consolidated Portfolio Review Corp | 32,466 | $8.78M | 2.3% | -18.2% | 0.048% | |