4/26/2024 | Mitchell & Pahl Private Wealth LLC | 133,003 | $587K | 0.3% | +8.6% | 0.002% | |
4/23/2024 | BSW Wealth Partners | 28,105 | $124K | 0.0% | -33.1% | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 248,810 | $1.10M | 0.1% | -4.1% | 0.004% | |
4/18/2024 | SeaCrest Wealth Management LLC | 11,184 | $49K | 0.0% | -37.4% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 7,628 | $34K | 0.0% | N/A | 0.000% | |
4/18/2024 | Optas LLC | 33,241 | $147K | 0.0% | +23.3% | 0.001% | |
|
4/16/2024 | 180 Wealth Advisors LLC | 39,655 | $175K | 0.0% | +11.4% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 125,064 | $552K | 0.0% | -2.4% | 0.002% | |
4/11/2024 | First Affirmative Financial Network | 64,102 | $283K | 0.2% | +5.0% | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 13,318 | $59K | 0.0% | N/A | 0.000% | |
4/5/2024 | GAMMA Investing LLC | 10,897 | $48K | 0.0% | +177.6% | 0.000% | |
3/26/2024 | HighPoint Advisor Group LLC | 10,461 | $45K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 38,298 | $149K | 0.0% | -17.3% | 0.001% | |
3/15/2024 | VanderPol Investments L.L.C. | 22,711 | $89K | 0.3% | N/A | 0.000% | |
3/1/2024 | Goldman Sachs Group Inc. | 5,327,258 | $20.78M | 0.0% | -1.7% | 0.092% | |
2/22/2024 | Auxier Asset Management | 184,036 | $718K | 0.1% | +15.2% | 0.003% | |
2/15/2024 | Greytown Advisors Inc. | 32,689 | $133K | 0.1% | -27.2% | 0.001% | |
2/14/2024 | American Trust Investment Advisors LLC | 77,524 | $302K | 0.2% | +15.6% | 0.001% | |
2/13/2024 | Morningstar Investment Services LLC | 197,962 | $774K | 0.0% | +101.0% | 0.003% | |
2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 66,000 | $257K | 0.0% | +43.5% | 0.001% | |
2/13/2024 | Gabelli Funds LLC | 1,519,000 | $5.92M | 0.0% | +2.6% | 0.026% | |
2/13/2024 | Crossmark Global Holdings Inc. | 373,929 | $1.46M | 0.0% | +1.6% | 0.006% | |
2/13/2024 | Optiver Holding B.V. | 150,487 | $587K | 0.0% | -89.2% | 0.003% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 44,488 | $174K | 0.0% | +121.4% | 0.001% | |
2/12/2024 | Parallel Advisors LLC | 35,038 | $137K | 0.0% | -16.6% | 0.001% | |
2/9/2024 | BayBridge Capital Group LLC | 82,613 | $336K | 0.3% | N/A | 0.001% | |
2/9/2024 | US Bancorp DE | 189,559 | $739K | 0.0% | -4.1% | 0.003% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 12,618 | $49K | 0.0% | N/A | 0.000% | |
2/8/2024 | Quadrant Capital Group LLC | 35,366 | $138K | 0.0% | -21.5% | 0.001% | |
2/8/2024 | D Orazio & Associates Inc. | 11,145 | $43K | 0.0% | N/A | 0.000% | |
2/7/2024 | Checchi Capital Advisers LLC | 22,982 | $90K | 0.0% | -15.3% | 0.000% | |
2/7/2024 | Principal Street Partners LLC | 11,554 | $45K | 0.0% | N/A | 0.000% | |
2/6/2024 | Gallacher Capital Management LLC | 87,160 | $340K | 0.2% | +9.5% | 0.002% | |
2/6/2024 | Sapient Capital LLC | 11,504 | $45K | 0.0% | N/A | 0.000% | |
2/6/2024 | M&T Bank Corp | 14,078 | $55K | 0.0% | -31.8% | 0.000% | |
2/6/2024 | Intelligence Driven Advisers LLC | 23,645 | $97K | 0.0% | +50.1% | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 287,527 | $1.12M | 0.0% | -21.4% | 0.005% | |
2/6/2024 | First Trust Direct Indexing L.P. | 259,489 | $1.01M | 0.1% | +19.1% | 0.004% | |
2/5/2024 | EWA LLC | 21,350 | $85K | 0.0% | N/A | 0.000% | |
2/2/2024 | Truist Financial Corp | 11,177 | $44K | 0.0% | -49.2% | 0.000% | |
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2/2/2024 | Callan Capital LLC | 16,949 | $66K | 0.0% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 96,981 | $378K | 0.0% | -12.6% | 0.002% | |
1/31/2024 | Greenleaf Trust | 84,502 | $330K | 0.0% | +9.8% | 0.001% | |
1/30/2024 | SVB Wealth LLC | 20,159 | $79K | 0.0% | -29.6% | 0.000% | |
1/30/2024 | Investors Research Corp | 97,316 | $380K | 0.1% | -2.7% | 0.002% | |
1/29/2024 | Koshinski Asset Management Inc. | 106,000 | $413K | 0.1% | +100.0% | 0.002% | |
1/29/2024 | Perigon Wealth Management LLC | 12,426 | $48K | 0.0% | -28.9% | 0.000% | |
1/29/2024 | Sapient Capital LLC | 29,116 | $114K | 0.0% | N/A | 0.001% | |
1/26/2024 | Cerity Partners LLC | 161,180 | $629K | 0.0% | +5.7% | 0.003% | |
1/26/2024 | Financial Counselors Inc. | 12,612 | $49K | 0.0% | N/A | 0.000% | |
1/26/2024 | Optas LLC | 26,965 | $105K | 0.0% | +49.5% | 0.000% | |
1/25/2024 | BSW Wealth Partners | 42,035 | $164K | 0.0% | +32.2% | 0.001% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 307,802 | $1.20M | 0.2% | N/A | 0.005% | |
1/24/2024 | Traveka Wealth LLC | 14,436 | $56K | 0.0% | N/A | 0.000% | |
1/24/2024 | International Assets Investment Management LLC | 35,147 | $137K | 0.0% | N/A | 0.001% | |
1/23/2024 | Ballentine Partners LLC | 128,194 | $500K | 0.0% | +9.8% | 0.002% | |
1/23/2024 | Trust Point Inc. | 12,417 | $48K | 0.0% | N/A | 0.000% | |
1/18/2024 | Caprock Group LLC | 26,777 | $110K | 0.0% | -10.6% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 22,894 | $93K | 0.0% | +96.6% | 0.000% | |
1/18/2024 | SeaCrest Wealth Management LLC | 17,875 | $73K | 0.0% | -63.9% | 0.000% | |
1/18/2024 | Ritholtz Wealth Management | 22,054 | $86K | 0.0% | +108.7% | 0.000% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 36,059 | $141K | 0.0% | -17.9% | 0.001% | |
1/16/2024 | Raymond James & Associates | 236,879 | $924K | 0.0% | -11.7% | 0.004% | |
1/8/2024 | First Affirmative Financial Network | 61,064 | $238K | 0.2% | +23.5% | 0.001% | |
11/21/2023 | Auxier Asset Management | 159,809 | $650K | 0.1% | -4.1% | 0.003% | |
11/15/2023 | Evergreen Capital Management LLC | 34,824 | $142K | 0.0% | +52.8% | 0.001% | |
11/14/2023 | Morningstar Investment Services LLC | 98,474 | $402K | 0.0% | +6.5% | 0.002% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 192,932 | $785K | 0.0% | +278.2% | 0.003% | |
11/13/2023 | Natixis Advisors L.P. | 365,731 | $1.49M | 0.0% | +44.1% | 0.006% | |
11/13/2023 | Optiver Holding B.V. | 1,395,393 | $5.68M | 0.0% | -1.4% | 0.024% | |
11/13/2023 | Gallacher Capital Management LLC | 79,576 | $324K | 0.2% | +4.4% | 0.001% | |
11/13/2023 | Stifel Financial Corp | 471,496 | $1.92M | 0.0% | +5.8% | 0.008% | |
11/13/2023 | Mariner LLC | 246,344 | $1.00M | 0.0% | -6.8% | 0.004% | |
11/13/2023 | FMR LLC | 1,474,421 | $6.00M | 0.0% | +5.5% | 0.026% | |
11/13/2023 | QRG Capital Management Inc. | 200,454 | $816K | 0.0% | N/A | 0.003% | |
11/13/2023 | PNC Financial Services Group Inc. | 46,301 | $188K | 0.0% | +14.5% | 0.001% | |
11/8/2023 | HighTower Advisors LLC | 211,030 | $860K | 0.0% | +37.1% | 0.004% | |
11/8/2023 | Pathstone Family Office LLC | 12,325 | $50K | 0.0% | N/A | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 79,583 | $324K | 0.0% | +28.7% | 0.001% | |
11/8/2023 | Gabelli Funds LLC | 1,480,000 | $6.02M | 0.0% | -0.7% | 0.026% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 20,093 | $82K | 0.0% | -14.9% | 0.000% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 60,267 | $245K | 0.0% | N/A | 0.001% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 19,209 | $78K | 0.0% | N/A | 0.000% | |
11/7/2023 | Intelligence Driven Advisers LLC | 15,750 | $62K | 0.0% | +42.7% | 0.000% | |
11/7/2023 | Barclays PLC | 2,952,132 | $12.02M | 0.0% | +52.6% | 0.051% | |
11/6/2023 | Greytown Advisors Inc. | 44,921 | $183K | 0.1% | -10.0% | 0.001% | |
11/6/2023 | Schechter Investment Advisors LLC | 10,488 | $43K | 0.0% | -21.8% | 0.000% | |
11/4/2023 | Syon Capital LLC | 38,985 | $159K | 0.0% | N/A | 0.001% | |
11/4/2023 | Signaturefd LLC | 110,912 | $451K | 0.0% | +17.2% | 0.002% | |
11/2/2023 | Gitterman Wealth Management LLC | 35,614 | $145K | 0.1% | +9.3% | 0.001% | |
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11/1/2023 | Orion Portfolio Solutions LLC | 24,590 | $100K | 0.0% | -49.1% | 0.000% | |
11/1/2023 | 180 Wealth Advisors LLC | 34,690 | $141K | 0.0% | +12.0% | 0.001% | |
10/31/2023 | Optas LLC | 18,041 | $73K | 0.0% | N/A | 0.000% | |
10/31/2023 | Mitchell & Pahl Private Wealth LLC | 119,855 | $488K | 0.3% | +21.6% | 0.002% | |
10/30/2023 | Yousif Capital Management LLC | 92,958 | $378K | 0.0% | -3.8% | 0.002% | |
10/30/2023 | Perigon Wealth Management LLC | 17,472 | $71K | 0.0% | N/A | 0.000% | |
10/30/2023 | First Trust Direct Indexing L.P. | 217,827 | $887K | 0.1% | -2.9% | 0.004% | |
10/27/2023 | Cable Hill Partners LLC | 24,478 | $100K | 0.0% | N/A | 0.000% | |
10/27/2023 | BSW Wealth Partners | 31,791 | $129K | 0.0% | -18.0% | 0.001% | |
10/27/2023 | AlphaQ Advisors LLC | 11,364 | $46K | 0.0% | N/A | 0.000% | |