6/7/2023 | Maripau Wealth Management LLC | 9,425 | $0.63M | 0.7% | +8.1% | 0.001% | |
6/5/2023 | EP Wealth Advisors LLC | 5,504 | $0.33M | 0.0% | N/A | 0.000% | |
6/5/2023 | Level Four Advisory Services LLC | 29,932 | $2M | 0.1% | +34.1% | 0.002% | |
6/1/2023 | ORG Partners LLC | 29,640 | $2M | 0.5% | N/A | 0.002% | |
6/1/2023 | Macquarie Group Ltd. | 842,477 | $56.32M | 0.1% | +2.4% | 0.059% | |
5/31/2023 | Coastline Trust Co | 22,790 | $1.52M | 0.2% | N/A | 0.002% | |
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5/26/2023 | Alterna Wealth Management Inc. | 27,805 | $1.86M | 2.3% | -52.3% | 0.002% | |
5/25/2023 | Empower Advisory Group LLC | 47,261 | $3.19M | 0.0% | N/A | 0.003% | |
5/23/2023 | Toroso Investments LLC | 13,691 | $0.92M | 0.0% | +65.3% | 0.001% | |
5/23/2023 | 3Chopt Investment Partners LLC | 4,479 | $0.30M | 0.2% | N/A | 0.000% | |
5/23/2023 | TPB Wealth Advisors | 91,065 | $6.09M | 3.3% | N/A | 0.006% | |
5/22/2023 | Raleigh Capital Management Inc. | 4,186 | $0.28M | 0.1% | -14.4% | 0.000% | |
5/22/2023 | Arete Wealth Advisors LLC | 54,708 | $3.66M | 0.2% | N/A | 0.004% | |
5/22/2023 | Ameriprise Financial Inc. | 7,729,022 | $516.59M | 0.2% | +24.7% | 0.537% | |
5/22/2023 | American Trust | 17,379 | $1.16M | 0.1% | -6.1% | 0.001% | |
5/18/2023 | JPMorgan Chase & Co. | 11,000,572 | $735.39M | 0.1% | +4.7% | 0.764% | |
5/18/2023 | Centaurus Financial Inc. | 25,532 | $1.71M | 0.1% | +87.5% | 0.002% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 99,938 | $6.68M | 0.2% | +7.3% | 0.007% | |
5/17/2023 | Westside Investment Management Inc. | 116,563 | $7.78M | 2.3% | +0.4% | 0.008% | |
5/17/2023 | Advisory Services Network LLC | 112,225 | $7.50M | 0.2% | +13.8% | 0.008% | |
5/17/2023 | Rockefeller Capital Management L.P. | 1,239,800 | $82.88M | 0.4% | +14.9% | 0.086% | |
5/17/2023 | Providence Capital Advisors LLC | 5,504,317 | $82.34M | 1.5% | +6,192.3% | 0.382% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 5,066 | $0.34M | 0.0% | N/A | 0.000% | |
5/17/2023 | Thrivent Financial for Lutherans | 904,360 | $60.25M | 0.1% | +37.3% | 0.063% | |
5/17/2023 | Sunbelt Securities Inc. | 66,855 | $4.45M | 0.7% | +1.5% | 0.005% | |
5/17/2023 | Gerber Kawasaki Wealth & Investment Management | 5,320 | $0.36M | 0.0% | N/A | 0.000% | |
5/17/2023 | KB Financial Partners LLC | 52,315 | $3.50M | 1.0% | N/A | 0.004% | |
5/16/2023 | Chilton Capital Management LLC | 1,320 | $88K | 0.0% | N/A | 0.000% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 766,791 | $51.26M | 0.2% | -15.7% | 0.053% | |
5/16/2023 | EWA LLC | 118,105 | $8.08M | 6.0% | N/A | 0.008% | |
5/16/2023 | MidWestOne Financial Group Inc. | 13,568 | $0.91M | 0.2% | +5.1% | 0.001% | |
5/16/2023 | Waverly Advisors LLC | 41,107 | $2.75M | 0.1% | +0.4% | 0.003% | |
5/16/2023 | M Holdings Securities Inc. | 16,758 | $1.12M | 0.1% | +23.3% | 0.001% | |
5/16/2023 | National Wealth Management Group LLC | 3,715 | $0.25M | 0.3% | N/A | 0.000% | |
5/16/2023 | Ancora Advisors LLC | 153,265 | $10.25M | 0.3% | +2.2% | 0.011% | |
5/16/2023 | Wick Capital Partners LLC | 7,980 | $0.53M | 0.3% | -6.8% | 0.001% | |
5/16/2023 | Vertex Planning Partners LLC | 4,556 | $0.31M | 0.1% | -14.9% | 0.000% | |
5/16/2023 | Hancock Whitney Corp | 324,029 | $21.66M | 0.9% | -18.9% | 0.023% | |
5/16/2023 | Aspen Investment Management Inc | 74,784 | $5M | 3.2% | +54.1% | 0.005% | |
5/16/2023 | Hollencrest Capital Management | 46,693 | $3.12M | 0.3% | -1.8% | 0.003% | |
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5/16/2023 | Fort Pitt Capital Group LLC | 3,218 | $0.22M | 0.0% | -63.7% | 0.000% | |
5/16/2023 | Cim Investment Management Inc. | 105,098 | $7.03M | 2.6% | -0.7% | 0.007% | |
5/16/2023 | Colony Group LLC | 301,985 | $20.19M | 0.3% | -16.8% | 0.021% | |
5/16/2023 | Sentinus LLC | 43,017 | $2.88M | 1.0% | +366.3% | 0.003% | |
5/16/2023 | Apollon Wealth Management LLC | 219,108 | $14.65M | 0.9% | +7.6% | 0.015% | |
5/16/2023 | Jane Street Group LLC | 2,186,054 | $146.14M | 0.1% | -69.7% | 0.152% | |
5/16/2023 | RiverFront Investment Group LLC | 2,849,478 | $190.49M | 6.7% | +0.9% | 0.198% | |
5/16/2023 | Segall Bryant & Hamill LLC | 9,556 | $0.64M | 0.0% | -19.6% | 0.001% | |
5/16/2023 | Silvercrest Asset Management Group LLC | 40,332 | $2.70M | 0.0% | -5.1% | 0.003% | |
5/16/2023 | Simon Quick Advisors LLC | 179,379 | $11.99M | 1.3% | -12.7% | 0.012% | |
5/16/2023 | State Street Corp | 25,397 | $1.70M | 0.0% | -3.1% | 0.002% | |
5/16/2023 | Stock Yards Bank & Trust Co. | 8,352 | $0.56M | 0.0% | -74.0% | 0.001% | |
5/16/2023 | Snowden Capital Advisors LLC | 124,438 | $8.32M | 0.3% | -5.3% | 0.009% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 472,412 | $31.58M | 0.5% | +0.8% | 0.033% | |
5/16/2023 | First Manhattan CO. LLC. | 1,558 | $0.10M | 0.0% | -39.1% | 0.000% | |
5/16/2023 | Fiduciary Group LLC | 54,800 | $3.75M | 0.5% | -0.8% | 0.004% | |
5/16/2023 | First Citizens Asset Management Inc. | 313,422 | $20.95M | 8.7% | +5.9% | 0.022% | |
5/16/2023 | First Horizon Advisors Inc. | 167,916 | $11.23M | 0.4% | +3.1% | 0.012% | |
5/16/2023 | Gallagher Fiduciary Advisors LLC | 421,715 | $28.19M | 2.3% | N/A | 0.029% | |
5/16/2023 | Grant Street Asset Management Inc. | 4,226 | $0.28M | 0.1% | -30.3% | 0.000% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 570,302 | $38.13M | 5.9% | +15.8% | 0.040% | |
5/16/2023 | Harbour Investments Inc. | 75,785 | $5.07M | 0.3% | +3.2% | 0.005% | |
5/16/2023 | HBK Sorce Advisory LLC | 30,264 | $3.14M | 0.0% | -18.1% | 0.002% | |
5/16/2023 | Howe & Rusling Inc. | 34,885 | $2.33M | 0.3% | +8.6% | 0.002% | |
5/16/2023 | Becker Capital Management Inc. | 266,058 | $17.79M | 0.7% | N/A | 0.018% | |
5/16/2023 | BSW Wealth Partners | 350,417 | $23.43M | 4.8% | +0.1% | 0.024% | |
5/16/2023 | Belpointe Asset Management LLC | 21,792 | $1.46M | 0.1% | +202.1% | 0.002% | |
5/16/2023 | Betterment LLC | 12,425,373 | $830.64M | 2.7% | +1.0% | 0.863% | |
5/15/2023 | SCS Capital Management LLC | 187,591 | $12.54M | 0.4% | +72.1% | 0.013% | |
5/15/2023 | Meeder Advisory Services Inc. | 486,510 | $32.52M | 3.7% | +1.0% | 0.034% | |
5/15/2023 | Lido Advisors LLC | 74,910 | $5.01M | 0.0% | +302.8% | 0.005% | |
5/15/2023 | Hoxton Planning & Management LLC | 29,578 | $1.98M | 1.1% | -23.4% | 0.002% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 1,004,525 | $67.15M | 1.6% | +26.1% | 0.070% | |
5/15/2023 | NCM Capital Management LLC | 15,274 | $1.02M | 0.8% | -43.0% | 0.001% | |
5/15/2023 | Partners Capital Investment Group LLP | 150,967 | $10.09M | 0.4% | -26.3% | 0.010% | |
5/15/2023 | Johnson Investment Counsel Inc. | 11,993 | $0.80M | 0.0% | -7.6% | 0.001% | |
5/15/2023 | Compass Wealth Management LLC | 2,350 | $0.16M | 0.0% | N/A | 0.000% | |
5/15/2023 | Certified Advisory Corp | 52,236 | $3.49M | 0.6% | -1.3% | 0.004% | |
5/15/2023 | Fiduciary Trust Co. | 2,077,273 | $138.87M | 2.6% | +447.5% | 0.144% | |
5/15/2023 | Goodwin Investment Advisory | 1,496 | $100K | 0.1% | -24.7% | 0.000% | |
5/15/2023 | United Services Automobile Association | 87,299 | $5.84M | 0.2% | -15.8% | 0.006% | |
5/15/2023 | Retirement Investment Advisors Inc. | 1,081,466 | $72.30M | 12.9% | +311.5% | 0.075% | |
5/15/2023 | First Capital Advisors Group LLC. | 2,417 | $0.16M | 0.1% | -7.5% | 0.000% | |
5/15/2023 | Meeder Asset Management Inc. | 237,912 | $15.90M | 1.3% | -1.8% | 0.017% | |
5/15/2023 | Cornerstone Wealth Management LLC | 8,366 | $0.56M | 0.1% | N/A | 0.001% | |
5/15/2023 | Ambassador Advisors LLC | 3,009 | $0.21M | 0.0% | N/A | 0.000% | |
5/15/2023 | IHT Wealth Management LLC | 19,859 | $1.33M | 0.1% | -3.8% | 0.001% | |
5/15/2023 | Mill Creek Capital Advisors LLC | 45,696 | $3.06M | 0.1% | -1.0% | 0.003% | |
5/15/2023 | Magnolia Capital Advisors LLC | 20,000 | $1.34M | 0.7% | -0.9% | 0.001% | |
5/15/2023 | Pensionmark Financial Group LLC | 52,174 | $3.49M | 0.7% | +13.3% | 0.004% | |
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5/15/2023 | Peapack Gladstone Financial Corp | 109,502 | $7.30M | 0.1% | +18.8% | 0.008% | |
5/15/2023 | Gotham Asset Management LLC | 182,870 | $12.23M | 0.3% | +6.6% | 0.013% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 41,049 | $2.74M | 0.3% | +4.9% | 0.003% | |
5/15/2023 | Dravo Bay LLC | 54,138 | $3.62M | 2.7% | -3.6% | 0.004% | |
5/15/2023 | Equitable Holdings Inc. | 1,203,615 | $80.46M | 1.3% | -8.3% | 0.084% | |
5/15/2023 | Manhattan West Asset Management LLC | 123,561 | $8.26M | 3.6% | +13.2% | 0.009% | |
5/15/2023 | Lavaca Capital LLC | 34,524 | $2.31M | 0.5% | -5.1% | 0.002% | |
5/15/2023 | Price T Rowe Associates Inc. MD | 283,362 | $18.94M | 0.0% | -20.3% | 0.020% | |
5/15/2023 | Cetera Investment Advisers | 1,029,293 | $68.81M | 0.6% | +7.7% | 0.071% | |
5/15/2023 | Stephens Inc. AR | 4,136 | $0.28M | 0.0% | +22.0% | 0.000% | |