7/26/2024 | BLB&B Advisors LLC | 4,300 | $420K | 0.0% | -18.3% | 0.001% | |
7/26/2024 | Checchi Capital Advisers LLC | 31,747 | $3.10M | 0.2% | -22.5% | 0.006% | |
7/26/2024 | Bensler LLC | 64,506 | $6.30M | 0.8% | -1.9% | 0.013% | |
7/26/2024 | Atomi Financial Group Inc. | 2,776 | $271K | 0.0% | N/A | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 138,015 | $13.48M | 0.0% | +4.2% | 0.028% | |
7/26/2024 | ARK Investment Management LLC | 1,818,752 | $177.64M | 1.6% | -11.6% | 0.372% | |
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7/26/2024 | Allspring Global Investments Holdings LLC | 648,995 | $63.39M | 0.1% | +1.2% | 0.133% | |
7/26/2024 | Verdence Capital Advisors LLC | 4,554 | $445K | 0.0% | +28.0% | 0.001% | |
7/26/2024 | Bank of New York Mellon Corp | 2,025,915 | $197.87M | 0.0% | +0.1% | 0.414% | |
7/26/2024 | EFG Asset Management North America Corp. | 45,641 | $4.46M | 0.8% | -2.3% | 0.009% | |
7/25/2024 | First Heartland Consultants Inc. | 2,171 | $212K | 0.0% | N/A | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 16,427 | $1.60M | 0.0% | +20.1% | 0.003% | |
7/25/2024 | Highland Capital Management LLC | 21,209 | $2.07M | 0.1% | -16.6% | 0.004% | |
7/25/2024 | Institute for Wealth Management LLC. | 12,315 | $1.20M | 0.2% | -1.0% | 0.003% | |
7/25/2024 | Silvant Capital Management LLC | 121,087 | $11.83M | 0.5% | -0.1% | 0.025% | |
7/25/2024 | Baillie Gifford & Co. | 36,995,424 | $3.61B | 2.8% | -3.9% | 7.564% | |
7/25/2024 | RFP Financial Group LLC | 555 | $54K | 0.0% | +26.4% | 0.000% | |
7/24/2024 | McAdam LLC | 2,449 | $239K | 0.0% | N/A | 0.001% | |
7/24/2024 | EdgeRock Capital LLC | 376 | $37K | 0.0% | N/A | 0.000% | |
7/24/2024 | Advisory Resource Group | 10,401 | $1.02M | 0.2% | -9.3% | 0.002% | |
7/24/2024 | Transcendent Capital Group LLC | 311 | $30K | 0.0% | N/A | 0.000% | |
7/24/2024 | Alta Wealth Advisors LLC | 12,327 | $1.20M | 0.6% | -2.6% | 0.003% | |
7/24/2024 | Quotient Wealth Partners LLC | 2,107 | $206K | 0.0% | N/A | 0.000% | |
7/24/2024 | Avitas Wealth Management LLC | 15,511 | $1.52M | 0.2% | -2.0% | 0.003% | |
7/24/2024 | Everhart Financial Group Inc. | 8,713 | $851K | 0.2% | -9.3% | 0.002% | |
7/24/2024 | Premier Path Wealth Partners LLC | 5,310 | $519K | 0.1% | +18.6% | 0.001% | |
7/24/2024 | Avalon Capital Management | 14,974 | $1.46M | 0.5% | N/A | 0.003% | |
7/24/2024 | Nicholas Company Inc. | 736,560 | $71.94M | 1.2% | -12.8% | 0.151% | |
7/24/2024 | Louisiana State Employees Retirement System | 35,400 | $3.46M | 0.1% | +1.4% | 0.007% | |
7/24/2024 | &PARTNERS | 3,728 | $364K | 0.0% | N/A | 0.001% | |
7/23/2024 | Geneos Wealth Management Inc. | 27,322 | $2.67M | 0.1% | +36.0% | 0.006% | |
7/23/2024 | PSI Advisors LLC | 5,100 | $498K | 0.2% | +6.3% | 0.001% | |
7/23/2024 | 1620 Investment Advisors Inc. | 944 | $92K | 0.1% | N/A | 0.000% | |
7/23/2024 | Griffin Asset Management Inc. | 70,610 | $6.90M | 0.8% | +4.6% | 0.014% | |
7/23/2024 | RMR Wealth Builders | 8,482 | $828K | 0.1% | +14.3% | 0.002% | |
7/23/2024 | Granite Group Advisors LLC | 2,146 | $210K | 0.2% | -27.8% | 0.000% | |
7/23/2024 | Fortis Capital Management LLC | 2,090 | $204K | 0.0% | N/A | 0.000% | |
7/23/2024 | Shelton Wealth Management LLC | 12,491 | $1.22M | 0.7% | +207.1% | 0.003% | |
7/23/2024 | MFA Wealth Advisors LLC | 500 | $49K | 0.0% | N/A | 0.000% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 16,266 | $1.59M | 1.3% | -7.9% | 0.003% | |
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7/22/2024 | Atria Wealth Solutions Inc. | 26,263 | $2.57M | 0.0% | -0.7% | 0.005% | |
7/22/2024 | Fifth Third Bancorp | 16,401 | $1.60M | 0.0% | +40.6% | 0.003% | |
7/22/2024 | Nadler Financial Group Inc. | 2,190 | $214K | 0.0% | N/A | 0.000% | |
7/22/2024 | Focus Financial Network Inc. | 3,709 | $353K | 0.0% | N/A | 0.001% | |
7/22/2024 | Hobbs Group Advisors LLC | 1,000 | $98K | 0.0% | N/A | 0.000% | |
7/22/2024 | Carnegie Investment Counsel | 2,840 | $277K | 0.0% | -47.1% | 0.001% | |
7/22/2024 | Pallas Capital Advisors LLC | 2,597 | $249K | 0.0% | N/A | 0.001% | |
7/22/2024 | Paradiem LLC | 42,544 | $4.16M | 1.0% | -10.8% | 0.009% | |
7/22/2024 | Dakota Wealth Management | 16,462 | $1.61M | 0.0% | +48.2% | 0.003% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 242,557 | $23.69M | 0.0% | -1.1% | 0.050% | |
7/20/2024 | Apollon Wealth Management LLC | 26,648 | $2.60M | 0.1% | +1.5% | 0.005% | |
7/19/2024 | Western Wealth Management LLC | 2,160 | $211K | 0.0% | N/A | 0.000% | |
7/19/2024 | Raymond James & Associates | 421,404 | $41.16M | 0.0% | +69.3% | 0.086% | |
7/19/2024 | Values First Advisors Inc. | 13,753 | $1.34M | 0.8% | -11.0% | 0.003% | |
7/19/2024 | CAP Partners LLC | 6,317 | $617K | 0.5% | +8.5% | 0.001% | |
7/19/2024 | OFI Invest Asset Management | 9,457 | $862K | 0.0% | N/A | 0.002% | |
7/19/2024 | TCW Group Inc. | 1,388,344 | $135.60M | 1.2% | +2.4% | 0.284% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 1,753,551 | $171.27M | 0.1% | -7.6% | 0.359% | |
7/19/2024 | Everpar Advisors LLC | 2,846 | $278K | 0.1% | +18.0% | 0.001% | |
7/18/2024 | Brookstone Capital Management | 4,612 | $439K | 0.0% | +3.0% | 0.001% | |
7/18/2024 | Blue Trust Inc. | 1,327 | $130K | 0.0% | +286.9% | 0.000% | |
7/18/2024 | Miracle Mile Advisors LLC | 2,392 | $234K | 0.0% | N/A | 0.000% | |
7/18/2024 | 17 Capital Partners LLC | 4,630 | $452K | 0.3% | +3.9% | 0.001% | |
7/18/2024 | LA Financiere DE L Echiquier | 59,121 | $5.77M | 0.3% | -6.6% | 0.012% | |
7/18/2024 | Assenagon Asset Management S.A. | 134,877 | $13.17M | 0.0% | +34.4% | 0.028% | |
7/18/2024 | Swedbank AB | 234,911 | $22.94M | 0.0% | +28.4% | 0.048% | |
7/17/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,367,148 | $138.01M | 1.3% | -2.1% | 0.280% | |
7/17/2024 | Atticus Wealth Management LLC | 5,477 | $535K | 0.2% | +8.3% | 0.001% | |
7/17/2024 | Manchester Financial Inc. | 6,589 | $644K | 0.2% | N/A | 0.001% | |
7/17/2024 | Abundance Wealth Counselors | 2,165 | $211K | 0.1% | N/A | 0.000% | |
7/17/2024 | Keudell Morrison Wealth Management | 2,051 | $200K | 0.1% | N/A | 0.000% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 93,984 | $9.18M | 0.0% | +5.8% | 0.019% | |
7/16/2024 | ORG Partners LLC | 879 | $86K | 0.0% | +6,661.5% | 0.000% | |
7/16/2024 | Great Valley Advisor Group Inc. | 6,957 | $679K | 0.0% | -1.5% | 0.001% | |
7/16/2024 | Wedmont Private Capital | 3,100 | $308K | 0.0% | +14.3% | 0.001% | |
7/16/2024 | Sequoia Financial Advisors LLC | 11,698 | $1.14M | 0.0% | +14.0% | 0.002% | |
7/16/2024 | Alpha Cubed Investments LLC | 4,913 | $480K | 0.0% | +14.3% | 0.001% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 13,204 | $1.29M | 0.0% | +8.1% | 0.003% | |
7/15/2024 | RFG Advisory LLC | 9,863 | $963K | 0.0% | +14.7% | 0.002% | |
7/15/2024 | Parisi Gray Wealth Management | 4,324 | $422K | 0.2% | +5.3% | 0.001% | |
7/13/2024 | Blue Zone Wealth Advisors LLC | 65,058 | $6.35M | 2.2% | -0.4% | 0.013% | |
7/12/2024 | Congress Park Capital LLC | 56,241 | $5.49M | 2.2% | -21.6% | 0.011% | |
7/12/2024 | Diversify Advisory Services LLC | 2,924 | $297K | 0.0% | +4.5% | 0.001% | |
7/12/2024 | SG Americas Securities LLC | 15,500 | $1.51M | 0.0% | -22.5% | 0.003% | |
7/12/2024 | Optimum Investment Advisors | 13,370 | $1.31M | 0.6% | -6.8% | 0.003% | |
7/12/2024 | Opal Wealth Advisors LLC | 750 | $73K | 0.0% | +37,400.0% | 0.000% | |
7/12/2024 | QRG Capital Management Inc. | 124,574 | $12.17M | 0.1% | -6.8% | 0.025% | |
7/11/2024 | CMH Wealth Management LLC | 73,698 | $7.20M | 1.8% | -1.2% | 0.015% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 3,217 | $314K | 0.0% | +11.9% | 0.001% | |
7/11/2024 | Juncture Wealth Strategies LLC | 6,361 | $621K | 0.3% | +22.7% | 0.001% | |
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7/11/2024 | Symmetry Partners LLC | 2,247 | $219K | 0.0% | N/A | 0.000% | |
7/11/2024 | Strategic Advocates LLC | 12,863 | $1.26M | 0.5% | +8.8% | 0.003% | |
7/11/2024 | Ables Iannone Moore & Associates Inc. | 83,365 | $8.14M | 5.4% | -1.7% | 0.017% | |
7/11/2024 | Guinness Atkinson Asset Management Inc | 360 | $35K | 0.0% | -24.1% | 0.000% | |
7/10/2024 | Csenge Advisory Group | 7,593 | $742K | 0.0% | -3.5% | 0.002% | |
7/10/2024 | Simplicity Wealth LLC | 29,418 | $2.87M | 0.1% | -13.5% | 0.006% | |
7/10/2024 | Valeo Financial Advisors LLC | 7,926 | $774K | 0.0% | -1.7% | 0.002% | |
7/10/2024 | Albion Financial Group UT | 13,918 | $1.36M | 0.1% | +1.5% | 0.003% | |
7/10/2024 | CWM LLC | 19,758 | $1.93M | 0.0% | +5.1% | 0.004% | |
7/10/2024 | CVA Family Office LLC | 558 | $54K | 0.0% | +102.2% | 0.000% | |