5/17/2024 | Citizens Financial Group Inc. RI | 2,577 | $608K | 0.0% | +7.2% | 0.005% | |
5/17/2024 | Comerica Bank | 46,727 | $11.02M | 0.0% | +0.9% | 0.083% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 874 | $206K | 0.0% | N/A | 0.002% | |
5/16/2024 | Redwood Investment Management LLC | 48,179 | $11.36M | 1.1% | -31.2% | 0.086% | |
5/16/2024 | FSA Wealth Management LLC | 516 | $122K | 0.1% | +10.0% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 16,247 | $3.83M | 0.1% | +5.1% | 0.029% | |
|
5/16/2024 | Waverly Advisors LLC | 312,702 | $73.73M | 1.7% | -3.7% | 0.556% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 2,415 | $569K | 0.0% | +44.8% | 0.004% | |
5/15/2024 | Ascent Group LLC | 8,262 | $1.95M | 0.2% | N/A | 0.015% | |
5/15/2024 | BOKF NA | 22,451 | $5.26M | 0.1% | +34.6% | 0.040% | |
5/15/2024 | Kestra Advisory Services LLC | 132,010 | $31.13M | 0.2% | +8.7% | 0.235% | |
5/15/2024 | LRI Investments LLC | 615 | $141K | 0.0% | N/A | 0.001% | |
5/15/2024 | 1832 Asset Management L.P. | 167,841 | $39.58M | 0.0% | -4.6% | 0.298% | |
5/14/2024 | Axxcess Wealth Management LLC | 7,171 | $1.69M | 0.0% | +15.1% | 0.013% | |
5/14/2024 | EP Wealth Advisors LLC | 460,759 | $108.64M | 1.3% | -1.5% | 0.819% | |
5/14/2024 | CreativeOne Wealth LLC | 2,979 | $703K | 0.0% | +124.0% | 0.005% | |
5/14/2024 | Crewe Advisors LLC | 452 | $107K | 0.0% | -23.0% | 0.001% | |
5/14/2024 | Evermay Wealth Management LLC | 1,667 | $393K | 0.1% | +1,212.6% | 0.003% | |
5/14/2024 | Burns Matteson Capital Management LLC | 3,446 | $812K | 0.5% | -19.7% | 0.006% | |
5/14/2024 | Owen LaRue LLC | 2,374 | $560K | 0.4% | +69.0% | 0.004% | |
5/13/2024 | Goepper Burkhardt LLC | 32,642 | $7.52M | 3.5% | -5.3% | 0.058% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,166 | $747K | 0.0% | +96.5% | 0.006% | |
5/11/2024 | Spreng Capital Management Inc. | 2,185 | $515K | 0.3% | +80.3% | 0.004% | |
5/11/2024 | Trustmark National Bank Trust Department | 18,903 | $4.46M | 0.4% | -1.1% | 0.034% | |
5/11/2024 | Elevatus Welath Management | 38,545 | $9.09M | 3.6% | +4.9% | 0.069% | |
5/11/2024 | Aufman Associates Inc | 26,619 | $6.28M | 4.4% | +0.7% | 0.047% | |
5/11/2024 | Catalytic Wealth RIA LLC | 7,817 | $1.84M | 0.4% | N/A | 0.014% | |
5/11/2024 | Jacobi Capital Management LLC | 1,729 | $408K | 0.0% | -4.5% | 0.003% | |
5/10/2024 | Osaic Holdings Inc. | 456,974 | $107.76M | 0.2% | -15.3% | 0.813% | |
5/10/2024 | Rodgers & Associates LTD | 90,350 | $21.30M | 2.7% | -3.8% | 0.161% | |
5/10/2024 | TIAA Trust National Association | 804,039 | $189.58M | 0.6% | -9.4% | 1.430% | |
5/10/2024 | Truepoint Inc. | 1,020,135 | $240.54M | 6.8% | -0.6% | 1.814% | |
5/10/2024 | Garrison Point Advisors LLC | 860 | $203K | 0.1% | N/A | 0.002% | |
5/10/2024 | Nwam LLC | 18,719 | $4.39M | 0.4% | -7.5% | 0.033% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 1,578 | $372K | 0.0% | -7.8% | 0.003% | |
5/9/2024 | Brighton Jones LLC | 11,479 | $2.71M | 0.1% | -5.0% | 0.020% | |
5/9/2024 | ProVise Management Group LLC | 9,018 | $2.13M | 0.2% | -0.7% | 0.016% | |
5/9/2024 | Orion Portfolio Solutions LLC | 4,321 | $1.02M | 0.0% | -63.0% | 0.008% | |
5/9/2024 | Blair William & Co. IL | 17,406 | $4.10M | 0.0% | +12.8% | 0.031% | |
5/9/2024 | Kingsview Wealth Management LLC | 6,509 | $1.54M | 0.0% | +23.7% | 0.012% | |
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5/9/2024 | Condor Capital Management | 86,365 | $20.36M | 2.0% | +3.5% | 0.154% | |
5/9/2024 | Planning Directions Inc. | 15,553 | $3.67M | 2.5% | +8.0% | 0.028% | |
5/9/2024 | SageView Advisory Group LLC | 48,856 | $11.52M | 0.5% | +1,996.8% | 0.087% | |
5/9/2024 | Fortis Capital Advisors LLC | 2,219 | $523K | 0.2% | -25.8% | 0.004% | |
5/9/2024 | BHK Investment Advisors LLC | 106,378 | $25.08M | 9.6% | +32.7% | 0.189% | |
5/9/2024 | New Insight Wealth Advisors | 920 | $217K | 0.1% | N/A | 0.002% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,566 | $1.08M | 0.1% | -34.1% | 0.008% | |
5/8/2024 | Berkshire Money Management Inc. | 6,200 | $1.46M | 0.2% | N/A | 0.011% | |
5/8/2024 | Bleakley Financial Group LLC | 4,609 | $1.09M | 0.0% | -43.2% | 0.008% | |
5/8/2024 | Heritage Wealth Advisors | 6,709 | $1.58M | 0.1% | +1,594.2% | 0.012% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,167 | $2.87M | 0.0% | +5.0% | 0.022% | |
5/8/2024 | US Bancorp DE | 78,560 | $18.53M | 0.0% | +5.2% | 0.140% | |
5/8/2024 | Washington Trust Advisors Inc. | 6,263 | $1.48M | 0.1% | -7.7% | 0.011% | |
5/8/2024 | QRG Capital Management Inc. | 1,175 | $277K | 0.0% | N/A | 0.002% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 4,305 | $1.02M | 0.0% | -21.1% | 0.008% | |
5/7/2024 | Verus Capital Partners LLC | 10,977 | $2.59M | 0.3% | -21.3% | 0.020% | |
5/7/2024 | Meeder Advisory Services Inc. | 2,112 | $498K | 0.1% | -36.5% | 0.004% | |
5/7/2024 | Regency Capital Management Inc. DE | 15,860 | $3.74M | 2.3% | -0.5% | 0.028% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 11,902 | $2.81M | 0.6% | -1.5% | 0.021% | |
5/7/2024 | SilverOak Wealth Management LLC | 10,873 | $2.56M | 0.6% | -0.6% | 0.019% | |
5/7/2024 | Concurrent Investment Advisors LLC | 14,169 | $3.34M | 0.1% | +0.9% | 0.025% | |
5/7/2024 | 49 Wealth Management LLC | 1,610 | $378K | 0.1% | -5.1% | 0.003% | |
5/7/2024 | Smithfield Trust Co | 4,223 | $1.00M | 0.1% | -4.7% | 0.008% | |
5/7/2024 | Highland Capital Management LLC | 45,221 | $10.66M | 0.6% | -2.7% | 0.080% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,610 | $1.56M | 0.0% | N/A | 0.012% | |
5/7/2024 | PFG Advisors | 8,091 | $1.91M | 0.1% | +16.4% | 0.014% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,738 | $1.83M | 0.1% | +11.1% | 0.014% | |
5/7/2024 | Hilltop National Bank | 4,235 | $999K | 0.3% | N/A | 0.008% | |
5/7/2024 | Wealthspire Advisors LLC | 62,408 | $14.72M | 0.2% | -4.7% | 0.111% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,669 | $1.81M | 0.0% | -14.5% | 0.014% | |
5/6/2024 | Advisory Services Network LLC | 18,667 | $4.40M | 0.1% | +9.6% | 0.033% | |
5/6/2024 | Advisory Alpha LLC | 27,133 | $6.40M | 0.3% | +86.4% | 0.048% | |
5/4/2024 | Howland Capital Management LLC | 1,273 | $300K | 0.0% | +4.1% | 0.002% | |
5/4/2024 | PrairieView Partners LLC | 969 | $229K | 0.0% | -9.9% | 0.002% | |
5/4/2024 | Valley Wealth Managers Inc. | 15,825 | $3.73M | 0.3% | -3.2% | 0.028% | |
5/4/2024 | Paulson Wealth Management Inc. | 8,589 | $2.03M | 0.6% | -6.1% | 0.015% | |
5/4/2024 | Csenge Advisory Group | 4,297 | $1.01M | 0.1% | +310.4% | 0.008% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 10,958 | $2.58M | 1.4% | -0.6% | 0.019% | |
5/3/2024 | TFB Advisors LLC | 19,490 | $4.35M | 1.6% | +32.2% | 0.035% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,360 | $1.50M | 0.2% | -53.1% | 0.011% | |
5/3/2024 | Rehmann Capital Advisory Group | 1,540 | $363K | 0.0% | +30.0% | 0.003% | |
5/3/2024 | Etfidea LLC | 7,272 | $1.72M | 0.6% | +3.2% | 0.013% | |
5/3/2024 | Commerce Bank | 46,127 | $10.88M | 0.1% | +2.4% | 0.082% | |
5/2/2024 | Mutual Advisors LLC | 12,046 | $2.84M | 0.1% | +1.9% | 0.021% | |
5/2/2024 | Financial Counselors Inc. | 27,673 | $6.53M | 0.1% | -1.2% | 0.049% | |
5/2/2024 | Graypoint LLC | 2,501 | $590K | 0.0% | -2.3% | 0.004% | |
5/2/2024 | Haverford Trust Co | 1,230 | $290K | 0.0% | -4.4% | 0.002% | |
5/2/2024 | Whitegate Investment Counselors Inc. | 11,756 | $2.77M | 0.8% | +10.9% | 0.021% | |
5/2/2024 | Lincoln National Corp | 190,965 | $45.03M | 0.7% | -1.6% | 0.340% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 75,135 | $17.72M | 1.0% | +9.9% | 0.134% | |
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5/2/2024 | Choreo LLC | 3,999 | $943K | 0.0% | +34.9% | 0.007% | |
5/2/2024 | Presilium Private Wealth LLC | 64,388 | $15.18M | 4.0% | +0.5% | 0.115% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 4,434 | $1.05M | 0.3% | +5.3% | 0.008% | |
5/1/2024 | Connecticut Wealth Management LLC | 40,950 | $9.66M | 0.5% | -1.9% | 0.073% | |
5/1/2024 | 1834 Investment Advisors Co. | 2,844 | $671K | 0.1% | +2.1% | 0.005% | |
5/1/2024 | Janney Montgomery Scott LLC | 50,470 | $11.90M | 0.0% | +42.5% | 0.090% | |
5/1/2024 | BNP Paribas Financial Markets | 18,403 | $4.34M | 0.0% | +8.2% | 0.033% | |
5/1/2024 | Klingman & Associates LLC | 1,750 | $413K | 0.0% | -3.5% | 0.003% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 16,045 | $3.78M | 0.2% | +4,156.0% | 0.029% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 1,262 | $298K | 0.0% | +36.4% | 0.002% | |