4/25/2024 | Inlet Private Wealth LLC | 225,325 | $4.51M | 1.3% | -0.4% | 0.024% | |
4/24/2024 | SOL Capital Management CO | 30,269 | $605K | 0.1% | -6.5% | 0.003% | |
4/24/2024 | Spire Wealth Management | 2,857 | $57K | 0.0% | -15.7% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 3,008 | $60K | 0.0% | +34.4% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 16,126 | $323K | 0.0% | +7.9% | 0.002% | |
4/22/2024 | Raymond James & Associates | 481,523 | $9.63M | 0.0% | +7.0% | 0.052% | |
|
4/19/2024 | Legacy Wealth Asset Management LLC | 56,271 | $1.13M | 0.3% | +3.5% | 0.006% | |
4/19/2024 | First Trust Direct Indexing L.P. | 78,932 | $1.58M | 0.1% | -3.1% | 0.008% | |
4/19/2024 | DB Fitzpatrick & Co Inc | 80,411 | $1.61M | 1.5% | +25.0% | 0.009% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 2,003 | $40K | 0.0% | N/A | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 60,365 | $1.21M | 0.0% | +6.9% | 0.007% | |
4/15/2024 | DGS Capital Management LLC | 11,495 | $230K | 0.1% | +22.4% | 0.001% | |
4/12/2024 | Bonness Enterprises Inc. | 100,393 | $2.01M | 0.7% | -1.2% | 0.011% | |
4/11/2024 | First Affirmative Financial Network | 10,272 | $205K | 0.2% | +11.0% | 0.001% | |
4/10/2024 | Park Avenue Securities LLC | 23,951 | $479K | 0.0% | +26.8% | 0.003% | |
4/10/2024 | Bank of New Hampshire | 118,516 | $2.37M | 0.6% | +1.1% | 0.013% | |
4/10/2024 | Perpetual Ltd | 1,522,079 | $30.94M | 0.3% | -17.4% | 0.164% | |
4/5/2024 | CWM LLC | 2,813 | $56K | 0.0% | -81.5% | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 917,560 | $21.41M | 0.0% | +16.5% | 0.099% | |
2/26/2024 | Syon Capital LLC | 48,760 | $1.14M | 0.1% | +16.4% | 0.005% | |
2/15/2024 | OLD Mission Capital LLC | 434,282 | $10.13M | 0.2% | +434.9% | 0.047% | |
2/15/2024 | Clear Street Markets LLC | 126,965 | $2.96M | 0.3% | +257.4% | 0.014% | |
2/14/2024 | Fiduciary Management Inc. WI | 7,214,636 | $168.32M | 1.6% | -6.5% | 0.777% | |
2/13/2024 | 1832 Asset Management L.P. | 4,168 | $97K | 0.0% | -30.6% | 0.000% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 84,376 | $1.97M | 0.2% | N/A | 0.009% | |
2/12/2024 | Qtron Investments LLC | 17,134 | $400K | 0.1% | N/A | 0.002% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 11,374 | $265K | 0.0% | +5.7% | 0.001% | |
2/12/2024 | Catalytic Wealth RIA LLC | 15,571 | $363K | 0.2% | N/A | 0.002% | |
2/12/2024 | Parallel Advisors LLC | 2,936 | $68K | 0.0% | -39.6% | 0.000% | |
2/9/2024 | Advisory Services Network LLC | 19,131 | $446K | 0.0% | -22.3% | 0.002% | |
2/9/2024 | Team Hewins LLC | 20,305 | $474K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 69,129 | $1.61M | 0.0% | +4.3% | 0.007% | |
2/9/2024 | Brandes Investment Partners LP | 1,285,935 | $30.00M | 0.5% | +48.7% | 0.138% | |
2/9/2024 | Assetmark Inc. | 81,311 | $1.90M | 0.0% | -18.2% | 0.009% | |
2/9/2024 | Corient Private Wealth LLC | 64,724 | $1.51M | 0.0% | +21.0% | 0.007% | |
2/9/2024 | Wells Fargo & Company MN | 364,316 | $8.50M | 0.0% | -6.7% | 0.039% | |
2/9/2024 | Thoroughbred Financial Services LLC | 21,378 | $498K | 0.0% | -27.0% | 0.002% | |
2/8/2024 | AMG National Trust Bank | 52,621 | $1.23M | 0.0% | -33.2% | 0.006% | |
2/8/2024 | Beacon Pointe Advisors LLC | 10,325 | $241K | 0.0% | N/A | 0.001% | |
2/8/2024 | Legacy Capital Group California Inc. | 24,883 | $581K | 0.2% | +51.4% | 0.003% | |
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2/8/2024 | Janney Montgomery Scott LLC | 23,163 | $540K | 0.0% | +27.7% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 33,031 | $771K | 0.0% | +4.6% | 0.004% | |
2/8/2024 | Moran Wealth Management LLC | 144,050 | $3.36M | 0.1% | N/A | 0.016% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 11,787 | $275K | 0.0% | +12.8% | 0.001% | |
2/7/2024 | Forum Financial Management LP | 9,592 | $224K | 0.0% | N/A | 0.001% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 21,373 | $499K | 0.0% | +5.8% | 0.002% | |
2/7/2024 | One Capital Management LLC | 282,183 | $6.58M | 0.3% | +1.2% | 0.030% | |
2/7/2024 | Dimensional Fund Advisors LP | 2,975,893 | $69.43M | 0.0% | +11.1% | 0.320% | |
2/7/2024 | QRG Capital Management Inc. | 97,503 | $2.28M | 0.0% | +4.1% | 0.010% | |
2/7/2024 | BNP Paribas Financial Markets | 89,402 | $2.09M | 0.0% | +1,006.5% | 0.010% | |
2/7/2024 | Thompson Siegel & Walmsley LLC | 2,312,667 | $53.96M | 0.9% | -9.8% | 0.249% | |
2/7/2024 | Kovitz Investment Group Partners LLC | 43,066 | $1.01M | 0.0% | -3.8% | 0.005% | |
2/7/2024 | Principal Securities Inc. | 1,137 | $27K | 0.0% | N/A | 0.000% | |
2/6/2024 | Apollon Wealth Management LLC | 11,202 | $261K | 0.0% | N/A | 0.001% | |
2/6/2024 | Private Advisor Group LLC | 15,768 | $368K | 0.0% | N/A | 0.002% | |
2/6/2024 | Summit Trail Advisors LLC | 14,940 | $349K | 0.0% | -25.0% | 0.002% | |
2/6/2024 | National Bank of Canada FI | 1,339 | $31K | 0.0% | -89.8% | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 46,569 | $1.09M | 0.1% | +2.7% | 0.005% | |
2/6/2024 | Legacy Financial Advisors Inc. | 10,013 | $234K | 0.0% | N/A | 0.001% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 11,292 | $263K | 0.0% | N/A | 0.001% | |
2/6/2024 | M&T Bank Corp | 9,984 | $232K | 0.0% | -39.8% | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 838,201 | $19.56M | 0.1% | -6.0% | 0.090% | |
2/6/2024 | First Trust Direct Indexing L.P. | 81,456 | $1.90M | 0.2% | +30.3% | 0.009% | |
2/5/2024 | Kestra Private Wealth Services LLC | 17,776 | $415K | 0.0% | -9.3% | 0.002% | |
2/5/2024 | Intrust Bank NA | 10,833 | $253K | 0.0% | N/A | 0.001% | |
2/5/2024 | Russell Investments Group Ltd. | 1,033,823 | $24.12M | 0.0% | +85.6% | 0.111% | |
2/2/2024 | Truist Financial Corp | 39,431 | $920K | 0.0% | +8.5% | 0.004% | |
2/2/2024 | Syon Capital LLC | 48,760 | $1.14M | 0.1% | +16.4% | 0.005% | |
2/2/2024 | Bank of New Hampshire | 117,280 | $2.74M | 0.8% | +0.8% | 0.013% | |
2/1/2024 | GAMMA Investing LLC | 6,265 | $146K | 0.0% | N/A | 0.001% | |
2/1/2024 | Lorne Steinberg Wealth Management Inc. | 107,966 | $2.52M | 0.8% | -1.8% | 0.012% | |
2/1/2024 | Cetera Trust Company N.A | 10,475 | $244K | 0.2% | N/A | 0.001% | |
2/1/2024 | CWM LLC | 15,170 | $354K | 0.0% | -10.7% | 0.002% | |
2/1/2024 | Signaturefd LLC | 23,932 | $558K | 0.0% | -2.0% | 0.003% | |
1/31/2024 | abrdn plc | 114,765 | $2.68M | 0.0% | N/A | 0.012% | |
1/30/2024 | DGS Capital Management LLC | 9,389 | $219K | 0.1% | -10.5% | 0.001% | |
1/30/2024 | Capital Analysts LLC | 8,820 | $206K | 0.0% | +6.3% | 0.001% | |
1/30/2024 | London & Capital Asset Management Ltd | 519,337 | $12.12M | 1.0% | -1.0% | 0.056% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 9,868 | $230K | 0.1% | N/A | 0.001% | |
1/29/2024 | NewEdge Wealth LLC | 46,795 | $1.09M | 0.0% | +3.2% | 0.005% | |
1/26/2024 | Cerity Partners LLC | 44,413 | $1.04M | 0.0% | +7.7% | 0.005% | |
1/26/2024 | Financial Counselors Inc. | 139,613 | $3.26M | 0.1% | -1.4% | 0.015% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,273 | $30K | 0.0% | -92.2% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 20,294 | $473K | 0.0% | N/A | 0.002% | |
1/26/2024 | Inlet Private Wealth LLC | 226,160 | $5.28M | 1.6% | +9.0% | 0.024% | |
1/25/2024 | SOL Capital Management CO | 32,358 | $755K | 0.1% | -9.1% | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 40,851 | $953K | 0.0% | N/A | 0.004% | |
1/25/2024 | Financial & Tax Architects LLC | 13,509 | $315K | 0.1% | -5.4% | 0.001% | |
1/24/2024 | International Assets Investment Management LLC | 40,851 | $953K | 0.0% | N/A | 0.004% | |
1/23/2024 | BetterWealth LLC | 8,995 | $210K | 0.1% | N/A | 0.001% | |
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1/17/2024 | Highland Capital Management LLC | 84,074 | $1.96M | 0.1% | -1.8% | 0.009% | |
1/17/2024 | Schechter Investment Advisors LLC | 54,701 | $1.28M | 0.1% | -9.5% | 0.006% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,619 | $318K | 0.0% | +7.4% | 0.001% | |
1/16/2024 | Raymond James & Associates | 450,177 | $10.50M | 0.0% | +1.0% | 0.048% | |
1/11/2024 | Contravisory Investment Management Inc. | 8,588 | $200K | 0.0% | N/A | 0.001% | |
1/11/2024 | Raymond James Trust N.A. | 20,919 | $488K | 0.0% | -15.8% | 0.002% | |
1/11/2024 | Diligent Investors LLC | 14,517 | $339K | 0.1% | -11.1% | 0.002% | |
1/11/2024 | Legacy Wealth Asset Management LLC | 54,391 | $1.27M | 0.4% | +13.0% | 0.006% | |
1/11/2024 | Sanders Morris Harris LLC | 8,837 | $213K | 0.1% | N/A | 0.001% | |
1/11/2024 | Bruce G. Allen Investments LLC | 6,004 | $140K | 0.1% | N/A | 0.001% | |