9/21/2023 | Baystate Wealth Management LLC | 10,102 | $0.23M | 0.0% | -5.4% | 0.001% | |
9/12/2023 | Farther Finance Advisors LLC | 134,087 | $3.07M | 0.7% | +30.2% | 0.013% | |
9/8/2023 | Tucker Asset Management LLC | 2,983 | $68K | 0.0% | +378.8% | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 365,269 | $8.37M | 0.4% | N/A | 0.034% | |
9/7/2023 | Strategic Financial Concepts LLC | 106,483 | $2.44M | 0.9% | +61.7% | 0.010% | |
9/1/2023 | Portside Wealth Group LLC | 214,607 | $4.92M | 0.4% | N/A | 0.020% | |
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8/30/2023 | Western Wealth Management LLC | 24,070 | $0.55M | 0.0% | +9.4% | 0.002% | |
8/23/2023 | TNF LLC | 458,047 | $10.49M | 4.6% | -0.1% | 0.043% | |
8/21/2023 | BOKF NA | 18,141 | $0.42M | 0.0% | -17.3% | 0.002% | |
8/21/2023 | Vestor Capital LLC | 26,129 | $0.60M | 0.1% | +334.5% | 0.002% | |
8/15/2023 | Alliancebernstein L.P. | 3,566,333 | $81.67M | 0.0% | N/A | 0.333% | |
8/15/2023 | Equitable Holdings Inc. | 54,600 | $1.25M | 0.0% | +23.3% | 0.005% | |
8/15/2023 | High Falls Advisors Inc | 664,999 | $15.23M | 4.3% | -0.1% | 0.062% | |
8/15/2023 | Wells Fargo & Company MN | 1,642,590 | $37.62M | 0.0% | +12.8% | 0.154% | |
8/15/2023 | Cornerstone Planning Group LLC | 40,308 | $0.92M | 0.4% | N/A | 0.004% | |
8/15/2023 | Blueprint Investment Partners LLC | 168,209 | $3.85M | 1.4% | -46.0% | 0.016% | |
8/15/2023 | Crestwood Advisors Group LLC | 2,579,018 | $59.06M | 1.9% | +119.8% | 0.241% | |
8/15/2023 | IHT Wealth Management LLC | 19,943 | $0.46M | 0.0% | -6.0% | 0.002% | |
8/15/2023 | Centaurus Financial Inc. | 5,725 | $0.13M | 0.0% | -69.2% | 0.001% | |
8/15/2023 | Goldman Sachs Group Inc. | 135,040 | $3.09M | 0.0% | -37.2% | 0.013% | |
8/15/2023 | Wealthsource Partners LLC | 1,592,102 | $36.46M | 2.4% | -7.7% | 0.149% | |
8/15/2023 | MidWestOne Financial Group Inc. | 9,091 | $0.21M | 0.0% | N/A | 0.001% | |
8/15/2023 | Belpointe Asset Management LLC | 16,688 | $0.38M | 0.0% | -85.0% | 0.002% | |
8/15/2023 | Harbour Investments Inc. | 190,596 | $4.37M | 0.2% | +20.1% | 0.018% | |
8/15/2023 | Captrust Financial Advisors | 37,721 | $0.86M | 0.0% | -58.9% | 0.004% | |
8/15/2023 | Lazard Asset Management LLC | 91,727 | $2.10M | 0.0% | -11.1% | 0.009% | |
8/15/2023 | Royal Bank of Canada | 3,023,716 | $69.24M | 0.0% | -7.9% | 0.283% | |
8/15/2023 | Rockefeller Capital Management L.P. | 634,676 | $14.53M | 0.1% | +12.6% | 0.059% | |
8/15/2023 | Stifel Financial Corp | 2,437,355 | $55.82M | 0.1% | +20.5% | 0.228% | |
8/15/2023 | Hilltop Holdings Inc. | 336,129 | $7.69M | 0.9% | +12.0% | 0.031% | |
8/15/2023 | JT Stratford LLC | 287,383 | $6.58M | 1.8% | +0.2% | 0.027% | |
8/15/2023 | Beacon Pointe Advisors LLC | 22,087 | $0.51M | 0.0% | -80.2% | 0.002% | |
8/15/2023 | Cahill Financial Advisors Inc. | 434,589 | $9.95M | 1.6% | +35.2% | 0.041% | |
8/14/2023 | New Republic Capital LLC | 10,684 | $0.25M | 0.2% | N/A | 0.001% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 900,628 | $20.62M | 0.1% | -10.9% | 0.084% | |
8/14/2023 | Client 1ST Advisory Group LLC | 370,652 | $8.49M | 4.5% | -12.9% | 0.035% | |
8/14/2023 | Orion Portfolio Solutions LLC | 104,285 | $10.87M | 0.1% | +0.5% | 0.010% | |
8/14/2023 | Keebeck Wealth Management LLC | 30,011 | $0.69M | 0.1% | -5.1% | 0.003% | |
8/14/2023 | Itau Unibanco Holding S.A. | 18,100 | $0.41M | 0.0% | -59.7% | 0.002% | |
8/14/2023 | Lumature Wealth Partners LLC | 19,964 | $0.46M | 0.3% | -4.3% | 0.002% | |
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8/14/2023 | United Capital Financial Advisers LLC | 21,021,319 | $481.39M | 2.6% | -2.4% | 1.965% | |
8/14/2023 | Sowell Financial Services LLC | 55,361 | $1.27M | 0.1% | -1.9% | 0.005% | |
8/14/2023 | Morningstar Investment Management LLC | 4,054,443 | $92.85M | 15.1% | N/A | 0.379% | |
8/14/2023 | IFP Advisors Inc | 57,232 | $1.31M | 0.1% | -9.5% | 0.005% | |
8/14/2023 | Jordan Park Group LLC | 3,788,588 | $86.76M | 5.7% | +5.6% | 0.354% | |
8/14/2023 | Resurgent Financial Advisors LLC | 15,058 | $0.35M | 0.2% | +14.4% | 0.001% | |
8/14/2023 | Perennial Investment Advisors LLC | 17,807 | $0.41M | 0.1% | +11.0% | 0.002% | |
8/14/2023 | Two Sigma Securities LLC | 33,744 | $0.77M | 0.0% | -11.4% | 0.003% | |
8/14/2023 | Bison Wealth LLC | 11,303 | $0.26M | 0.0% | N/A | 0.001% | |
8/14/2023 | MML Investors Services LLC | 5,013,075 | $114.80M | 0.6% | +13.2% | 0.469% | |
8/14/2023 | Cambridge Associates LLC MA ADV | 686,087 | $15.71M | 1.2% | -23.8% | 0.064% | |
8/14/2023 | Buckingham Strategic Partners | 36,691 | $0.84M | 0.0% | +293.8% | 0.003% | |
8/14/2023 | Union Savings Bank | 1,404 | $32K | 0.0% | N/A | 0.000% | |
8/14/2023 | Swmg LLC | 171,908 | $3.94M | 2.1% | -11.5% | 0.016% | |
8/14/2023 | Snowden Capital Advisors LLC | 113,397 | $2.60M | 0.1% | -16.8% | 0.011% | |
8/14/2023 | Thrivent Financial for Lutherans | 1,529,446 | $35M | 0.1% | -2.2% | 0.143% | |
8/14/2023 | Cerity Partners LLC | 1,108,328 | $25.38M | 0.1% | +1,501.6% | 0.104% | |
8/14/2023 | Graham Capital Management L.P. | 44,400 | $1.02M | 0.0% | +1.4% | 0.004% | |
8/14/2023 | Temasek Holdings Private Ltd | 11,383,000 | $260.67M | 1.5% | +79.6% | 1.064% | |
8/11/2023 | SageView Advisory Group LLC | 144,768 | $3.32M | 0.2% | -32.5% | 0.014% | |
8/11/2023 | Genus Capital Management Inc. | 671,308 | $15.37M | 2.3% | N/A | 0.063% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 3,420 | $78K | 0.0% | +22.4% | 0.000% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 27,785 | $0.64M | 0.0% | -62.2% | 0.003% | |
8/11/2023 | Regal Investment Advisors LLC | 274,468 | $6.29M | 0.5% | +6.3% | 0.026% | |
8/11/2023 | Cibc World Market Inc. | 220,981 | $5.06M | 0.0% | +1.3% | 0.021% | |
8/11/2023 | Baird Financial Group Inc. | 223,084 | $5.11M | 0.0% | -0.3% | 0.021% | |
8/11/2023 | Security Financial Services INC. | 204,399 | $4.68M | 1.3% | -6.8% | 0.019% | |
8/11/2023 | BlackRock Inc. | 13,042,887 | $298.68M | 0.0% | -5.4% | 1.219% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 68,511 | $1.57M | 0.0% | +3.4% | 0.006% | |
8/11/2023 | Kestra Advisory Services LLC | 463,292 | $10.61M | 0.1% | +47.3% | 0.039% | |
8/11/2023 | Hsbc Holdings PLC | 127,673 | $2.92M | 0.0% | -25.9% | 0.011% | |
8/11/2023 | Stableford Capital II LLC | 44,261 | $1M | 0.4% | N/A | 0.004% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 1,118 | $26K | 0.0% | N/A | 0.000% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 804,011 | $18.41M | 0.0% | -0.9% | 0.067% | |
8/11/2023 | Franklin Resources Inc. | 24,935 | $0.57M | 0.0% | -12.9% | 0.002% | |
8/11/2023 | Trexquant Investment LP | 19,522 | $0.45M | 0.0% | N/A | 0.002% | |
8/11/2023 | TRUE Private Wealth Advisors | 72,406 | $1.66M | 0.2% | -20.5% | 0.006% | |
8/11/2023 | Copperleaf Capital LLC | 180,174 | $4.13M | 3.9% | +66.1% | 0.015% | |
8/11/2023 | JPMorgan Chase & Co. | 96,926,855 | $2.22B | 0.2% | +4.6% | 8.077% | |
8/11/2023 | PNC Financial Services Group Inc. | 13,392,282 | $306.68M | 0.3% | +15,288.8% | 1.116% | |
8/11/2023 | Northern Trust Corp | 150,417 | $3.45M | 0.0% | +655.0% | 0.013% | |
8/11/2023 | Stone House Investment Management LLC | 537,583 | $12.31M | 4.5% | +3.3% | 0.045% | |
8/11/2023 | Acorns Advisers LLC | 851,422 | $19.50M | 0.3% | +9.9% | 0.071% | |
8/10/2023 | Osaic Holdings Inc. | 8,998,066 | $205.25M | 0.4% | +6.6% | 0.750% | |
8/10/2023 | GeoWealth Management LLC | 6,674 | $0.15M | 0.0% | +312.0% | 0.001% | |
8/10/2023 | Great West Life Assurance Co. Can | 122,922 | $2.82M | 0.0% | -7.1% | 0.010% | |
8/10/2023 | Lake Street Advisors Group LLC | 15,245 | $0.35M | 0.0% | -3.0% | 0.001% | |
8/10/2023 | Commonwealth Equity Services LLC | 1,552,915 | $35.56M | 0.1% | -7.9% | 0.129% | |
8/10/2023 | Hirtle Callaghan & Co LLC | 2,824,146 | $64.67M | 3.1% | +8.5% | 0.235% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 1,667,532 | $38.18M | 0.1% | +49.1% | 0.139% | |
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8/10/2023 | Alterna Wealth Management Inc. | 230,237 | $5.27M | 6.1% | +2.5% | 0.019% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 24,743 | $0.57M | 0.0% | +923.3% | 0.002% | |
8/10/2023 | Truvestments Capital LLC | 14,278 | $0.33M | 0.2% | -3.1% | 0.001% | |
8/10/2023 | US Bancorp DE | 4,301,644 | $98.51M | 0.2% | +591.1% | 0.358% | |
8/10/2023 | Private Advisor Group LLC | 698,906 | $15.94M | 0.1% | +71.9% | 0.058% | |
8/10/2023 | Nwam LLC | 39,416 | $0.90M | 0.1% | -81.0% | 0.003% | |
8/10/2023 | Meitav Investment House Ltd. | 1,656 | $38K | 0.0% | N/A | 0.000% | |
8/10/2023 | Cetera Advisors LLC | 969,403 | $22.20M | 0.3% | -0.6% | 0.081% | |
8/10/2023 | Cetera Advisor Networks LLC | 1,192,028 | $27.30M | 0.2% | +1.1% | 0.099% | |
8/10/2023 | Charles Schwab Investment Management Inc. | 7,510,883 | $171.99M | 0.0% | N/A | 0.626% | |