7/26/2024 | Breakwater Capital Group | 5,470 | $361K | 0.1% | +43.9% | 0.000% | |
7/26/2024 | BLB&B Advisors LLC | 11,925 | $788K | 0.0% | -7.0% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 17,383 | $1.15M | 0.0% | +9.4% | 0.001% | |
7/26/2024 | Atomi Financial Group Inc. | 11,144 | $736K | 0.1% | -1.6% | 0.001% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 249,835 | $16.50M | 0.1% | -12.3% | 0.019% | |
7/26/2024 | ARK Investment Management LLC | 4,967,081 | $328.08M | 2.9% | +8.1% | 0.385% | |
|
7/26/2024 | RiverPark Advisors LLC | 41,417 | $2.74M | 2.3% | +18.7% | 0.003% | |
7/26/2024 | Riverpark Capital Management LLC | 36,906 | $2.44M | 3.2% | +22.5% | 0.003% | |
7/26/2024 | Latitude Advisors LLC | 6,028 | $398K | 0.2% | +6.7% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 3,779 | $250K | 0.0% | +34.2% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 165,355 | $10.92M | 0.0% | -12.0% | 0.013% | |
7/26/2024 | Liontrust Investment Partners LLP | 137,082 | $9.06M | 0.1% | -27.1% | 0.011% | |
7/26/2024 | SlateStone Wealth LLC | 5,695 | $376K | 0.0% | N/A | 0.000% | |
7/26/2024 | Bailard Inc. | 48,126 | $3.18M | 0.1% | +40.9% | 0.004% | |
7/26/2024 | Verdence Capital Advisors LLC | 20,975 | $1.39M | 0.1% | +171.1% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 4,195,495 | $277.11M | 0.1% | -18.4% | 0.326% | |
7/26/2024 | Bristlecone Advisors LLC | 24,223 | $1.60M | 0.1% | +0.9% | 0.002% | |
7/26/2024 | EFG Asset Management North America Corp. | 34,436 | $2.28M | 0.4% | -3.8% | 0.003% | |
7/25/2024 | First Heartland Consultants Inc. | 3,485 | $230K | 0.0% | -14.0% | 0.000% | |
7/25/2024 | Raymond James Trust N.A. | 11,213 | $741K | 0.0% | +43.4% | 0.001% | |
7/25/2024 | Highland Capital Management LLC | 19,580 | $1.29M | 0.1% | -6.2% | 0.002% | |
7/25/2024 | Clear Creek Financial Management LLC | 7,043 | $465K | 0.1% | +8.3% | 0.001% | |
7/25/2024 | Institute for Wealth Management LLC. | 8,385 | $554K | 0.1% | +118.4% | 0.001% | |
7/25/2024 | Baillie Gifford & Co. | 55,235,148 | $3.65B | 2.8% | -10.0% | 4.286% | |
7/25/2024 | Washburn Capital Management Inc. | 3,845 | $254K | 0.2% | -74.1% | 0.000% | |
7/25/2024 | Mn Services Vermogensbeheer B.V. | 479,640 | $31.69M | 0.2% | -1.6% | 0.037% | |
7/25/2024 | Beacon Capital Management LLC | 3,122 | $206K | 0.0% | +6.3% | 0.000% | |
7/24/2024 | LRI Investments LLC | 1,201 | $79K | 0.0% | -97.4% | 0.000% | |
7/24/2024 | Gilliland Jeter Wealth Management LLC | 2,995 | $198K | 0.1% | -43.3% | 0.000% | |
7/24/2024 | Grove Bank & Trust | 20,585 | $1.36M | 0.2% | N/A | 0.002% | |
7/24/2024 | Alta Wealth Advisors LLC | 18,996 | $1.26M | 0.6% | +1.7% | 0.001% | |
7/24/2024 | Avitas Wealth Management LLC | 21,583 | $1.43M | 0.2% | -0.9% | 0.002% | |
7/24/2024 | Secure Asset Management LLC | 4,120 | $272K | 0.1% | +5.3% | 0.000% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,051 | $334K | 0.1% | +77.2% | 0.000% | |
7/24/2024 | &PARTNERS | 9,462 | $625K | 0.0% | N/A | 0.001% | |
7/24/2024 | Cultivar Capital Inc. | 500 | $33K | 0.0% | N/A | 0.000% | |
7/23/2024 | Boothe Investment Group Inc. | 62,055 | $4.01M | 1.9% | N/A | 0.005% | |
7/23/2024 | 1620 Investment Advisors Inc. | 1,455 | $96K | 0.1% | N/A | 0.000% | |
7/23/2024 | Griffin Asset Management Inc. | 17,670 | $1.17M | 0.1% | +59.0% | 0.001% | |
7/23/2024 | RMR Wealth Builders | 10,153 | $671K | 0.1% | -8.2% | 0.001% | |
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7/23/2024 | Horst & Graben Wealth Management LLC | 4,111 | $272K | 0.1% | +43.9% | 0.000% | |
7/23/2024 | Burns J W & Co. Inc. NY | 3,200 | $211K | 0.0% | +20.8% | 0.000% | |
7/23/2024 | Xcel Wealth Management LLC | 6,358 | $420K | 0.1% | N/A | 0.000% | |
7/23/2024 | KG&L Capital Management LLC | 12,094 | $799K | 0.3% | N/A | 0.001% | |
7/23/2024 | Essex LLC | 4,647 | $307K | 0.1% | -6.1% | 0.000% | |
7/22/2024 | Fifth Third Bancorp | 8,096 | $535K | 0.0% | -5.3% | 0.001% | |
7/22/2024 | Investment House LLC | 5,690 | $376K | 0.0% | +7.1% | 0.000% | |
7/22/2024 | Legacy Capital Group California Inc. | 8,777 | $580K | 0.2% | -60.4% | 0.001% | |
7/22/2024 | Summit Global Investments | 14,183 | $937K | 0.1% | +329.4% | 0.001% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 11,065 | $731K | 0.4% | -2.1% | 0.001% | |
7/22/2024 | GFG Capital LLC | 6,731 | $445K | 0.1% | N/A | 0.001% | |
7/22/2024 | Focus Financial Network Inc. | 35,915 | $2.33M | 0.1% | -85.7% | 0.003% | |
7/22/2024 | Carnegie Investment Counsel | 154,341 | $10.19M | 0.3% | +6.8% | 0.012% | |
7/22/2024 | SeaCrest Wealth Management LLC | 5,525 | $365K | 0.0% | -10.8% | 0.000% | |
7/22/2024 | Pallas Capital Advisors LLC | 10,252 | $647K | 0.0% | N/A | 0.001% | |
7/22/2024 | Dakota Wealth Management | 7,759 | $512K | 0.0% | +38.4% | 0.001% | |
7/22/2024 | Harel Insurance Investments & Financial Services Ltd. | 1,078 | $71K | 0.0% | -23.3% | 0.000% | |
7/20/2024 | China Universal Asset Management Co. Ltd. | 43,800 | $2.89M | 0.4% | -22.2% | 0.003% | |
7/20/2024 | First Horizon Advisors Inc. | 5,831 | $385K | 0.0% | +8.2% | 0.000% | |
7/20/2024 | Parsons Capital Management Inc. RI | 3,925 | $259K | 0.0% | N/A | 0.000% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 418,878 | $27.67M | 0.0% | +7.0% | 0.033% | |
7/20/2024 | Apollon Wealth Management LLC | 115,338 | $7.62M | 0.2% | +3.3% | 0.009% | |
7/19/2024 | MONECO Advisors LLC | 6,618 | $437K | 0.1% | N/A | 0.001% | |
7/19/2024 | Clay Northam Wealth Management LLC | 5,005 | $331K | 0.3% | -6.4% | 0.000% | |
7/19/2024 | Williams Financial LLC | 9,860 | $694K | 0.0% | N/A | 0.001% | |
7/19/2024 | CAP Partners LLC | 17,081 | $1.13M | 0.9% | +3.3% | 0.001% | |
7/19/2024 | Bellecapital International Ltd. | 55,647 | $3.68M | 0.8% | +4.2% | 0.004% | |
7/19/2024 | TCW Group Inc. | 1,296,842 | $85.66M | 0.8% | +1,834.9% | 0.101% | |
7/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 6,047,385 | $399.43M | 0.3% | -19.5% | 0.469% | |
7/19/2024 | Sumitomo Life Insurance Co. | 12,755 | $842K | 0.0% | N/A | 0.001% | |
7/19/2024 | Barton Investment Management | 1,906,029 | $125.89M | 16.7% | -6.7% | 0.148% | |
7/19/2024 | Intellectus Partners LLC | 20,928 | $1.38M | 0.4% | +90.4% | 0.002% | |
7/19/2024 | Everpar Advisors LLC | 3,726 | $246K | 0.1% | N/A | 0.000% | |
7/19/2024 | Objectivity Squared LLC | 4,699 | $328K | 0.3% | +6.8% | 0.000% | |
7/18/2024 | Brookstone Capital Management | 9,632 | $624K | 0.0% | +26.0% | 0.001% | |
7/18/2024 | Blue Trust Inc. | 2,788 | $184K | 0.0% | +928.8% | 0.000% | |
7/18/2024 | Baker Tilly Wealth Management LLC | 12,394 | $819K | 0.3% | -5.1% | 0.001% | |
7/18/2024 | Portside Wealth Group LLC | 57,280 | $3.78M | 0.7% | +369.0% | 0.004% | |
7/18/2024 | Miracle Mile Advisors LLC | 3,890 | $257K | 0.0% | +13.0% | 0.000% | |
7/18/2024 | Kennedy Investment Group | 14,600 | $964K | 0.5% | +12.3% | 0.001% | |
7/18/2024 | Winthrop Advisory Group LLC | 4,325 | $286K | 0.0% | -9.6% | 0.000% | |
7/18/2024 | LA Financiere DE L Echiquier | 213,000 | $14.07M | 0.6% | -23.1% | 0.017% | |
7/18/2024 | Assenagon Asset Management S.A. | 967,068 | $63.88M | 0.1% | +2,557.5% | 0.075% | |
7/18/2024 | Valley National Advisers Inc. | 1,155 | $76K | 0.0% | -22.1% | 0.000% | |
7/17/2024 | Westside Investment Management Inc. | 43,520 | $2.87M | 0.7% | -1.2% | 0.003% | |
7/17/2024 | KRS Capital Management LLC | 5,065 | $335K | 0.3% | -5.9% | 0.000% | |
7/17/2024 | Brown Lisle Cummings Inc. | 7,270 | $480K | 0.2% | -2.4% | 0.001% | |
7/17/2024 | Manchester Financial Inc. | 3,103 | $205K | 0.1% | N/A | 0.000% | |
7/17/2024 | Cigna Investments Inc. New | 22,832 | $1.51M | 0.3% | +1.4% | 0.002% | |
7/17/2024 | Salvus Wealth Management LLC | 4,418 | $292K | 0.2% | N/A | 0.000% | |
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And it’s enlisting a whole new set of partners.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8804&Placement=NativeDisplay&Source=NativeDisplay) Click here to learn more. |
7/17/2024 | Baader Bank Aktiengesellschaft | 11,995 | $786K | 0.0% | +45.4% | 0.001% | |
7/17/2024 | 180 Wealth Advisors LLC | 5,726 | $374K | 0.1% | N/A | 0.000% | |
7/17/2024 | Keudell Morrison Wealth Management | 3,508 | $232K | 0.1% | N/A | 0.000% | |
7/17/2024 | AdvisorNet Financial Inc | 4,445 | $294K | 0.0% | +8.7% | 0.000% | |
7/17/2024 | Moseley Investment Management Inc. | 5,830 | $385K | 0.2% | -5.0% | 0.000% | |
7/16/2024 | Cornerstone Wealth Management LLC | 12,034 | $795K | 0.1% | -11.0% | 0.001% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 32,193 | $2.13M | 0.0% | +22.6% | 0.002% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 14,712 | $972K | 0.1% | +4.4% | 0.001% | |
7/16/2024 | Addenda Capital Inc. | 906,273 | $59.86M | 2.9% | +5.7% | 0.070% | |
7/16/2024 | ORG Partners LLC | 16,058 | $1.04M | 0.1% | N/A | 0.001% | |