4/19/2024 | First Trust Direct Indexing L.P. | 24,209 | $99K | 0.0% | -91.2% | 0.002% | |
4/19/2024 | Sivia Capital Partners LLC | 35,186 | $144K | 0.1% | +33.0% | 0.004% | |
4/15/2024 | Sunbelt Securities Inc. | 7,886 | $32K | 0.0% | N/A | 0.001% | |
4/5/2024 | CWM LLC | 18,073 | $74K | 0.0% | +66.4% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 26,454 | $128K | 0.1% | N/A | 0.000% | |
|
2/13/2024 | Tower Research Capital LLC TRC | 8,984 | $43K | 0.0% | N/A | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 6,756 | $33K | 0.0% | +307.5% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 147,238 | $710K | 0.0% | -4.8% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 64,533 | $311K | 0.0% | -5.0% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 35,010 | $169K | 0.0% | -32.9% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 11,666 | $56K | 0.0% | -59.3% | 0.000% | |
2/6/2024 | Intelligence Driven Advisers LLC | 19,608 | $95K | 0.0% | +43.4% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 273,567 | $1.32M | 0.1% | -27.3% | 0.000% | |
2/1/2024 | PDS Planning Inc | 26,043 | $126K | 0.0% | -34.1% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 61,676 | $297K | 0.0% | -30.5% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 52,277 | $252K | 0.0% | -15.0% | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 13,390 | $65K | 0.0% | N/A | 0.000% | |
1/18/2024 | Blue Trust Inc. | 14,800 | $72K | 0.0% | +71.5% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 27,110 | $131K | 0.0% | N/A | 0.000% | |
12/6/2023 | Citigroup Inc. | 79,048 | $386K | 0.0% | -3.3% | 0.011% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 30,303 | $148K | 0.0% | -60.7% | 0.004% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 205,702 | $1.00M | 0.0% | +12.2% | 0.029% | |
11/13/2023 | QRG Capital Management Inc. | 28,694 | $140K | 0.0% | N/A | 0.004% | |
11/13/2023 | PNC Financial Services Group Inc. | 67,907 | $331K | 0.0% | +6.2% | 0.009% | |
11/9/2023 | Rhumbline Advisers | 462,558 | $2.26M | 0.0% | +2.4% | 0.065% | |
11/8/2023 | Sequoia Financial Advisors LLC | 61,475 | $300K | 0.0% | -11.4% | 0.009% | |
11/7/2023 | Intelligence Driven Advisers LLC | 13,673 | $64K | 0.0% | N/A | 0.002% | |
11/6/2023 | Ieq Capital LLC | 12,481 | $61K | 0.0% | N/A | 0.002% | |
11/1/2023 | Orion Portfolio Solutions LLC | 33,200 | $162K | 0.0% | -35.5% | 0.005% | |
10/30/2023 | First Trust Direct Indexing L.P. | 376,232 | $1.84M | 0.2% | -3.6% | 0.053% | |
10/27/2023 | BSW Wealth Partners | 15,402 | $75K | 0.0% | -18.9% | 0.002% | |
10/26/2023 | Advisor Partners II LLC | 33,930 | $166K | 0.0% | +27.7% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 47,482 | $232K | 0.0% | -17.7% | 0.007% | |
10/24/2023 | Xponance Inc. | 10,173 | $50K | 0.0% | N/A | 0.001% | |
10/13/2023 | Ritholtz Wealth Management | 12,978 | $63K | 0.0% | -64.8% | 0.002% | |
10/11/2023 | Ronald Blue Trust Inc. | 8,632 | $42K | 0.0% | +39.6% | 0.001% | |
10/11/2023 | CWM LLC | 10,822 | $53K | 0.0% | +31.2% | 0.002% | |
9/21/2023 | Barclays PLC | 11,600 | $70K | 0.0% | N/A | 0.002% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 77,075 | $467K | 0.0% | -14.7% | 0.011% | |
The Next Step of Their Control Is Here … (Ad) Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years.
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8/11/2023 | PNC Financial Services Group Inc. | 63,927 | $387K | 0.0% | +17.2% | 0.009% | |
8/8/2023 | Rhumbline Advisers | 451,553 | $2.74M | 0.0% | N/A | 0.063% | |
8/8/2023 | Sequoia Financial Advisors LLC | 69,346 | $420K | 0.0% | +12.4% | 0.010% | |
8/4/2023 | Quantinno Capital Management LP | 16,592 | $101K | 0.0% | N/A | 0.002% | |
7/31/2023 | Inspire Advisors LLC | 15,250 | $92K | 0.0% | +23.3% | 0.002% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 50,212 | $304K | 0.0% | +19.0% | 0.007% | |
7/17/2023 | Ritholtz Wealth Management | 36,851 | $223K | 0.0% | -8.9% | 0.005% | |
7/14/2023 | Ronald Blue Trust Inc. | 6,182 | $39K | 0.0% | -68.4% | 0.001% | |
7/14/2023 | First Trust Direct Indexing L.P. | 390,300 | $2.37M | 0.3% | +44.6% | 0.055% | |
5/22/2023 | Arete Wealth Advisors LLC | 10,919 | $592K | 0.0% | N/A | 0.002% | |
5/12/2023 | Ethic Inc. | 132,094 | $843K | 0.0% | +10.5% | 0.018% | |
5/11/2023 | Balentine LLC | 27,780 | $177K | 0.0% | -17.0% | 0.004% | |
5/11/2023 | Cerity Partners LLC | 103,087 | $658K | 0.0% | +12.3% | 0.014% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 42,181 | $270K | 0.0% | +20.7% | 0.006% | |
5/2/2023 | PDS Planning Inc | 37,292 | $238K | 0.0% | +103.3% | 0.005% | |
5/1/2023 | Arete Wealth Advisors LLC | 10,919 | $591.92B | 0.0% | N/A | 0.002% | |
4/28/2023 | Schechter Investment Advisors LLC | 28,669 | $183K | 0.0% | +20.4% | 0.004% | |
4/27/2023 | First Trust Direct Indexing L.P. | 269,952 | $1.72M | 0.2% | +26.3% | 0.038% | |
4/25/2023 | Sequoia Financial Advisors LLC | 61,676 | $393K | 0.0% | +7.9% | 0.009% | |
4/24/2023 | Inspire Advisors LLC | 12,364 | $79K | 0.0% | +21.2% | 0.002% | |
4/20/2023 | Ritholtz Wealth Management | 40,435 | $258K | 0.0% | +34.7% | 0.006% | |
4/17/2023 | Ronald Blue Trust Inc. | 19,540 | $97K | 0.0% | +25.2% | 0.003% | |
4/13/2023 | Drive Wealth Management LLC | 12,493 | $80K | 0.0% | +24.0% | 0.002% | |
3/6/2023 | OLD Mission Capital LLC | 34,591 | $172K | 0.0% | N/A | 0.005% | |
2/13/2023 | Schechter Investment Advisors LLC | 23,819 | $118K | 0.0% | +38.6% | 0.003% | |
2/13/2023 | Quadrant Capital Group LLC | 10,230 | $51K | 0.0% | +54.8% | 0.001% | |
2/10/2023 | Schroder Investment Management Group | 15,477 | $77K | 0.0% | -23.8% | 0.002% | |
2/10/2023 | Sequoia Financial Advisors LLC | 57,151 | $283K | 0.0% | +61.0% | 0.008% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 138,680 | $688K | 0.0% | -48.2% | 0.019% | |
2/10/2023 | O Shaughnessy Asset Management LLC | 154,622 | $767K | 0.0% | -37.4% | 0.022% | |
2/10/2023 | PNC Financial Services Group Inc. | 50,785 | $252K | 0.0% | -7.3% | 0.007% | |
2/9/2023 | Dimensional Fund Advisors LP | 4,383,885 | $21.74M | 0.0% | -4.2% | 0.613% | |
2/9/2023 | Citigroup Inc. | 84,813 | $421K | 0.0% | -23.4% | 0.012% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 19,819 | $98K | 0.0% | -25.2% | 0.003% | |
2/7/2023 | Envestnet Asset Management Inc. | 34,530 | $171K | 0.0% | +30.5% | 0.005% | |
2/6/2023 | Brinker Capital Investments LLC | 24,843 | $123K | 0.0% | N/A | 0.003% | |
2/6/2023 | Arete Wealth Advisors LLC | 8,597 | $508.94B | 0.0% | N/A | 0.001% | |
2/6/2023 | MFA Wealth Advisors LLC | 28,687 | $142K | 0.1% | +16.5% | 0.004% | |
1/31/2023 | Balentine LLC | 33,454 | $166K | 0.0% | +106.3% | 0.005% | |
1/27/2023 | Drive Wealth Management LLC | 10,072 | $50K | 0.0% | N/A | 0.001% | |
1/27/2023 | PDS Planning Inc | 18,345 | $91K | 0.0% | -18.8% | 0.003% | |
1/26/2023 | Inspire Advisors LLC | 10,203 | $51K | 0.0% | N/A | 0.001% | |
1/20/2023 | Veriti Management LLC | 213,747 | $1.06M | 0.1% | +23.7% | 0.030% | |
1/19/2023 | Ritholtz Wealth Management | 30,011 | $149K | 0.0% | -64.8% | 0.004% | |
1/18/2023 | Sequoia Financial Advisors LLC | 57,151 | $283K | 0.0% | +61.0% | 0.008% | |
1/17/2023 | Ronald Blue Trust Inc. | 15,609 | $64K | 0.0% | +93.9% | 0.002% | |
11/22/2022 | MFA Wealth Advisors LLC | 24,616 | $100K | 0.0% | N/A | 0.003% | |
11/15/2022 | Ethic Inc. | 93,353 | $381K | 0.0% | -5.5% | 0.013% | |
11/10/2022 | Connor Clark & Lunn Investment Management Ltd. | 267,565 | $1.09M | 0.0% | +126.1% | 0.037% | |
11/10/2022 | Dimensional Fund Advisors LP | 4,576,382 | $18.68M | 0.0% | -2.8% | 0.639% | |
Protect Yourself While There’s Still Time … (Ad) The next step of the Fed's control is here.
Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week.
Allowing the Fed to tighten its grip on your personal privacy and freedom. 4 simple steps to protect your privacy and money before it’s too late. |
11/4/2022 | Schechter Investment Advisors LLC | 17,181 | $70K | 0.0% | +25.8% | 0.002% | |
11/2/2022 | PDS Planning Inc | 22,589 | $92K | 0.0% | +23.1% | 0.003% | |
10/27/2022 | Veriti Management LLC | 172,850 | $705K | 0.1% | -17.5% | 0.024% | |
10/26/2022 | Balentine LLC | 16,215 | $66K | 0.0% | -33.0% | 0.002% | |
10/21/2022 | Ronald Blue Trust Inc. | 8,051 | $45K | 0.0% | +641.3% | 0.001% | |
10/19/2022 | Ritholtz Wealth Management | 85,331 | $348K | 0.0% | -16.7% | 0.012% | |
10/4/2022 | Fulton Bank N.A. | 25,120 | $102K | 0.0% | -16.9% | 0.004% | |
8/12/2022 | Corient Capital Partners LLC | 38,975 | $217K | 0.0% | +10.3% | 0.005% | |
8/11/2022 | O Shaughnessy Asset Management LLC | 361,468 | $2.02M | 0.0% | +6.3% | 0.051% | |
8/10/2022 | Cerity Partners LLC | 70,176 | $392K | 0.0% | N/A | 0.010% | |