4/19/2024 | Sivia Capital Partners LLC | 9,939 | $322K | 0.2% | +14.0% | 0.004% | |
4/15/2024 | DGS Capital Management LLC | 14,852 | $482K | 0.1% | N/A | 0.006% | |
4/11/2024 | Ballentine Partners LLC | 30,479 | $988K | 0.0% | +43.8% | 0.012% | |
4/5/2024 | GAMMA Investing LLC | 1,837 | $60K | 0.0% | +66.8% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 17,336 | $524K | 0.0% | +2.5% | 0.007% | |
3/13/2024 | Sivia Capital Partners LLC | 8,719 | $263K | 0.1% | N/A | 0.003% | |
|
2/15/2024 | Vident Advisory LLC | 43,600 | $1.32M | 0.0% | -3.2% | 0.017% | |
2/14/2024 | Pathstone Holdings LLC | 19,482 | $589K | 0.0% | N/A | 0.008% | |
2/14/2024 | Creative Planning | 76,582 | $2.31M | 0.0% | +90.7% | 0.031% | |
2/14/2024 | Ethic Inc. | 105,803 | $3.20M | 0.1% | +7.4% | 0.042% | |
2/14/2024 | Strategic Global Advisors LLC | 18,361 | $555K | 0.1% | -9.0% | 0.007% | |
2/13/2024 | Envestnet Asset Management Inc. | 8,302 | $251K | 0.0% | +10.3% | 0.003% | |
2/13/2024 | Northern Trust Corp | 25,472 | $770K | 0.0% | +1.3% | 0.010% | |
2/13/2024 | CWA Asset Management Group LLC | 156,679 | $4.74M | 0.3% | -19.1% | 0.063% | |
2/12/2024 | Parallel Advisors LLC | 10,430 | $315K | 0.0% | +19.7% | 0.004% | |
2/9/2024 | US Bancorp DE | 29,385 | $888K | 0.0% | +27.1% | 0.012% | |
2/9/2024 | EverSource Wealth Advisors LLC | 8,197 | $248K | 0.0% | +17.5% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 23,491 | $710K | 0.0% | -6.5% | 0.009% | |
2/9/2024 | PNC Financial Services Group Inc. | 17,336 | $524K | 0.0% | +2.5% | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 44,634 | $1.35M | 0.1% | +30.5% | 0.018% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 58,233 | $1.76M | 0.0% | +22.3% | 0.023% | |
2/7/2024 | Dimensional Fund Advisors LP | 16,063 | $486K | 0.0% | +8.2% | 0.006% | |
2/7/2024 | QRG Capital Management Inc. | 12,858 | $389K | 0.0% | +19.4% | 0.005% | |
2/7/2024 | BNP Paribas Financial Markets | 13,521 | $409K | 0.0% | +16.8% | 0.005% | |
2/6/2024 | Natixis Advisors L.P. | 14,181 | $428K | 0.0% | N/A | 0.006% | |
2/6/2024 | First Trust Direct Indexing L.P. | 41,642 | $1.26M | 0.1% | +9.5% | 0.017% | |
2/1/2024 | GAMMA Investing LLC | 1,101 | $34K | 0.0% | N/A | 0.000% | |
2/1/2024 | CWM LLC | 3,507 | $106K | 0.0% | +27.8% | 0.001% | |
2/1/2024 | Signaturefd LLC | 41,925 | $1.27M | 0.0% | +4.2% | 0.017% | |
2/1/2024 | Lindbrook Capital LLC | 5,535 | $167K | 0.0% | +14.0% | 0.002% | |
1/31/2024 | Greenleaf Trust | 6,902 | $209K | 0.0% | -33.3% | 0.003% | |
1/29/2024 | Janiczek Wealth Management LLC | 1,077 | $33K | 0.0% | +47.3% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 25,337 | $766K | 0.0% | +23.2% | 0.010% | |
1/26/2024 | Sequoia Financial Advisors LLC | 23,260 | $703K | 0.0% | +7.2% | 0.009% | |
1/25/2024 | BSW Wealth Partners | 8,444 | $255K | 0.1% | N/A | 0.003% | |
1/23/2024 | Ballentine Partners LLC | 21,200 | $641K | 0.0% | +22.1% | 0.008% | |
1/18/2024 | Caprock Group LLC | 15,241 | $461K | 0.0% | +14.2% | 0.006% | |
1/18/2024 | Blue Trust Inc. | 3,751 | $113K | 0.0% | +36.6% | 0.001% | |
1/18/2024 | Ritholtz Wealth Management | 35,734 | $1.08M | 0.0% | +29.8% | 0.014% | |
1/17/2024 | Schechter Investment Advisors LLC | 13,504 | $408K | 0.0% | N/A | 0.005% | |
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12/6/2023 | Citigroup Inc. | 971 | $27K | 0.0% | +209.2% | 0.000% | |
11/16/2023 | Creative Planning | 40,150 | $1.10M | 0.0% | -11.2% | 0.016% | |
11/16/2023 | Morgan Stanley | 1,227,656 | $33.66M | 0.0% | +3.5% | 0.484% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 9,660 | $265K | 0.0% | -4.1% | 0.004% | |
11/15/2023 | Ameriprise Financial Inc. | 8,513 | $233K | 0.0% | -5.4% | 0.003% | |
11/14/2023 | CWA Asset Management Group LLC | 193,760 | $5.31M | 0.4% | N/A | 0.076% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 67,286 | $1.85M | 0.0% | +8.6% | 0.027% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 27,393 | $751K | 0.0% | +24.8% | 0.011% | |
11/13/2023 | Mariner LLC | 20,072 | $550K | 0.0% | +5.6% | 0.008% | |
11/13/2023 | Acadian Asset Management LLC | 12,480 | $341K | 0.0% | +38.6% | 0.005% | |
11/13/2023 | Invesco Ltd. | 26,282 | $721K | 0.0% | +24.1% | 0.010% | |
11/13/2023 | FMR LLC | 18,998 | $521K | 0.0% | -21.6% | 0.007% | |
11/13/2023 | Envestnet Asset Management Inc. | 7,529 | $206K | 0.0% | -50.6% | 0.003% | |
11/13/2023 | QRG Capital Management Inc. | 10,767 | $295K | 0.0% | N/A | 0.004% | |
11/9/2023 | Rhumbline Advisers | 56,101 | $1.54M | 0.0% | +15.0% | 0.022% | |
11/9/2023 | Citigroup Inc. | 971 | $27K | 0.0% | +209.2% | 0.000% | |
11/9/2023 | UBS Group AG | 4,276 | $117K | 0.0% | +72.9% | 0.002% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 47,621 | $1.31M | 0.0% | -13.5% | 0.019% | |
11/8/2023 | Sequoia Financial Advisors LLC | 21,695 | $595K | 0.0% | +6.0% | 0.009% | |
11/4/2023 | EverSource Wealth Advisors LLC | 6,976 | $191K | 0.0% | +6.2% | 0.003% | |
11/4/2023 | Signaturefd LLC | 40,225 | $1.10M | 0.0% | +3.5% | 0.016% | |
11/2/2023 | West Family Investments Inc. | 10,284 | $282K | 0.1% | -24.8% | 0.004% | |
10/30/2023 | First Trust Direct Indexing L.P. | 38,028 | $1.04M | 0.1% | +13.8% | 0.015% | |
10/27/2023 | Cable Hill Partners LLC | 10,241 | $281K | 0.0% | +30.2% | 0.004% | |
10/26/2023 | Henry James International Management Inc. | 15,893 | $436K | 0.2% | +17.8% | 0.006% | |
10/26/2023 | Advisor Partners II LLC | 17,201 | $472K | 0.0% | +28.1% | 0.007% | |
10/25/2023 | Miracle Mile Advisors LLC | 10,232 | $281K | 0.0% | +9.0% | 0.004% | |
10/23/2023 | PDS Planning Inc | 11,370 | $312K | 0.0% | +4.0% | 0.004% | |
10/19/2023 | Ballentine Partners LLC | 17,357 | $476K | 0.0% | +26.5% | 0.007% | |
10/13/2023 | Ativo Capital Management LLC | 34,885 | $957K | 1.1% | -1.1% | 0.014% | |
10/13/2023 | Ritholtz Wealth Management | 27,523 | $755K | 0.0% | +2.7% | 0.011% | |
10/11/2023 | Ronald Blue Trust Inc. | 2,746 | $74K | 0.0% | +114.0% | 0.001% | |
8/16/2023 | West Family Investments Inc. | 13,668 | $368K | 0.1% | +16.7% | 0.006% | |
8/15/2023 | Natixis Advisors L.P. | 17,161 | $462K | 0.0% | +58.6% | 0.007% | |
8/14/2023 | Cerity Partners LLC | 20,064 | $541K | 0.0% | +7.6% | 0.008% | |
8/11/2023 | Renaissance Technologies LLC | 11,132 | $300K | 0.0% | +22.3% | 0.005% | |
8/11/2023 | BlackRock Inc. | 1,481,554 | $39.93M | 0.0% | +21.2% | 0.610% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 61,974 | $1.67M | 0.0% | +207.7% | 0.026% | |
8/11/2023 | Guggenheim Capital LLC | 36,223 | $976K | 0.0% | +69.1% | 0.015% | |
8/11/2023 | PNC Financial Services Group Inc. | 16,825 | $453K | 0.0% | +15.9% | 0.007% | |
8/11/2023 | Northern Trust Corp | 25,458 | $686K | 0.0% | +11.5% | 0.010% | |
8/10/2023 | Quadrant Capital Group LLC | 37,030 | $998K | 0.1% | +27.1% | 0.015% | |
8/10/2023 | US Bancorp DE | 28,817 | $777K | 0.0% | -15.3% | 0.012% | |
8/9/2023 | Dimensional Fund Advisors LP | 14,342 | $386K | 0.0% | +5.2% | 0.006% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 6,871 | $185K | 0.0% | +1,698.7% | 0.003% | |
8/8/2023 | Rhumbline Advisers | 48,770 | $1.31M | 0.0% | N/A | 0.020% | |
8/8/2023 | Sequoia Financial Advisors LLC | 20,464 | $552K | 0.0% | +4.1% | 0.008% | |
8/7/2023 | Acadian Asset Management LLC | 9,006 | $242K | 0.0% | -48.5% | 0.004% | |
8/4/2023 | Parallel Advisors LLC | 7,014 | $189K | 0.0% | +24.3% | 0.003% | |
8/4/2023 | Quantinno Capital Management LP | 11,023 | $297K | 0.0% | N/A | 0.005% | |
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8/4/2023 | EverSource Wealth Advisors LLC | 6,567 | $177K | 0.0% | +3,880.0% | 0.003% | |
8/3/2023 | CWM LLC | 2,721 | $73K | 0.0% | +29.7% | 0.001% | |
8/1/2023 | Signaturefd LLC | 38,846 | $1.05M | 0.0% | +5.2% | 0.016% | |
7/31/2023 | Lindbrook Capital LLC | 4,761 | $128K | 0.0% | +10.6% | 0.002% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 55,062 | $1.48M | 0.0% | +35.3% | 0.023% | |
7/27/2023 | Victory Capital Management Inc. | 40,051 | $1.08M | 0.0% | -16.6% | 0.017% | |
7/26/2023 | Ballentine Partners LLC | 13,725 | $370K | 0.0% | +78.7% | 0.006% | |
7/21/2023 | Creative Planning | 45,229 | $1.22M | 0.0% | +52.3% | 0.019% | |
7/21/2023 | PDS Planning Inc | 10,929 | $295K | 0.0% | +5.2% | 0.005% | |
7/19/2023 | Cable Hill Partners LLC | 7,867 | $212K | 0.0% | -7.3% | 0.003% | |