9/21/2023 | Halpern Financial Inc. | 268,556 | $18.93M | 6.5% | -0.2% | 0.055% | |
9/21/2023 | Baystate Wealth Management LLC | 1,558 | $0.11M | 0.0% | -10.4% | 0.000% | |
9/12/2023 | Farther Finance Advisors LLC | 6,819 | $0.48M | 0.1% | +579.9% | 0.001% | |
9/7/2023 | Jag Capital Management LLC | 3,015 | $0.21M | 0.0% | -24.4% | 0.001% | |
9/5/2023 | Covenant Partners LLC | 4,416 | $0.31M | 0.1% | -10.7% | 0.001% | |
9/5/2023 | Delos Wealth Advisors LLC | 766 | $54K | 0.1% | N/A | 0.000% | |
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9/1/2023 | Portside Wealth Group LLC | 2,982 | $0.21M | 0.0% | N/A | 0.001% | |
9/1/2023 | Corrigan Financial Inc. | 31,622 | $2.23M | 0.7% | -0.9% | 0.006% | |
9/1/2023 | Manhattan West Asset Management LLC | 6,673 | $0.47M | 0.2% | -28.3% | 0.001% | |
8/30/2023 | Chapin Davis Inc. | 17,740 | $1.25M | 0.6% | +1.0% | 0.004% | |
8/30/2023 | Western Wealth Management LLC | 223,163 | $15.73M | 1.3% | +2.1% | 0.046% | |
8/24/2023 | ProVise Management Group LLC | 17,944 | $1.27M | 0.1% | -1.1% | 0.004% | |
8/23/2023 | Rehmann Capital Advisory Group | 920,191 | $64.86M | 5.7% | +13.4% | 0.188% | |
8/22/2023 | Idaho Trust Bank | 20,140 | $1.42M | 0.9% | N/A | 0.004% | |
8/21/2023 | BOKF NA | 355,298 | $25.04M | 0.5% | +4.3% | 0.073% | |
8/21/2023 | Blue Edge Capital LLC | 255,158 | $17.98M | 3.6% | -1.3% | 0.052% | |
8/21/2023 | VisionPoint Advisory Group LLC | 2,790 | $0.20M | 0.1% | N/A | 0.001% | |
8/21/2023 | Vestor Capital LLC | 70,125 | $4.94M | 0.5% | -3.7% | 0.014% | |
8/21/2023 | Osaic Holdings Inc. | 3,413,965 | $240.47M | 0.4% | +0.9% | 0.697% | |
8/21/2023 | Principal Street Partners LLC | 275,618 | $19.43M | 4.5% | +0.2% | 0.056% | |
8/17/2023 | Vicus Capital | 4,738 | $0.33M | 0.0% | -5.5% | 0.001% | |
8/17/2023 | Orion Portfolio Solutions LLC | 23,032 | $1.62M | 0.0% | +55.9% | 0.005% | |
8/17/2023 | Camarda Financial Advisors LLC | 125,496 | $8.85M | 4.4% | -47.7% | 0.026% | |
8/17/2023 | Coppell Advisory Solutions LLC | 1,532 | $0.11M | 0.0% | N/A | 0.000% | |
8/17/2023 | Imprint Wealth LLC | 7,279 | $0.51M | 0.0% | -12.4% | 0.001% | |
8/16/2023 | Vestor Capital LLC | 5,594 | $0.39M | 0.0% | -92.3% | 0.001% | |
8/16/2023 | Resources Management Corp CT ADV | 2,404 | $0.17M | 0.0% | +1,557.9% | 0.000% | |
8/16/2023 | CreativeOne Wealth LLC | 26,478 | $1.87M | 0.1% | +42.5% | 0.005% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 5,827 | $0.41M | 0.2% | -12.3% | 0.001% | |
8/16/2023 | Sunbelt Securities Inc. | 180,983 | $12.76M | 1.8% | +3.0% | 0.037% | |
8/16/2023 | Verity Asset Management Inc. | 12,341 | $0.87M | 0.6% | -16.5% | 0.003% | |
8/16/2023 | GTS Securities LLC | 119,454 | $8.42M | 0.3% | N/A | 0.024% | |
8/15/2023 | Alliancebernstein L.P. | 101,203 | $7.13M | 0.0% | -0.7% | 0.021% | |
8/15/2023 | Equitable Holdings Inc. | 799,903 | $56.38M | 0.8% | -6.5% | 0.163% | |
8/15/2023 | High Falls Advisors Inc | 11,145 | $0.79M | 0.2% | N/A | 0.002% | |
8/15/2023 | Imprint Wealth LLC | 513,013 | $51.30M | 0.3% | +6,074.9% | 0.105% | |
8/15/2023 | Objective Capital Management LLC | 46,030 | $3.24M | 2.8% | -5.1% | 0.009% | |
8/15/2023 | Kraft Davis & Associates LLC | 105,969 | $7.52M | 2.6% | N/A | 0.022% | |
8/15/2023 | Strategic Investment Solutions Inc. IL | 1,805 | $0.12M | 0.0% | -49.6% | 0.000% | |
8/15/2023 | EPG Wealth Management LLC | 119,260 | $8.41M | 2.5% | -1.0% | 0.024% | |
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8/15/2023 | Atlas Capital Advisors LLC | 3,066 | $0.22M | 0.0% | +666.5% | 0.001% | |
8/15/2023 | Arvest Trust Co. N A | 678,137 | $49.27M | 2.9% | -3.1% | 0.138% | |
8/15/2023 | Cornerstone Planning Group LLC | 789 | $56K | 0.0% | N/A | 0.000% | |
8/15/2023 | Natixis Advisors L.P. | 107,517 | $7.58M | 0.0% | +8.4% | 0.022% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 782,519 | $55.15M | 1.2% | +22.0% | 0.160% | |
8/15/2023 | Integrated Wealth Concepts LLC | 91,365 | $6.44M | 0.1% | +38.1% | 0.019% | |
8/15/2023 | Crestwood Advisors Group LLC | 16,578 | $1.17M | 0.0% | +4.8% | 0.003% | |
8/15/2023 | Raymond James Trust N.A. | 55,130 | $3.89M | 0.1% | -7.2% | 0.011% | |
8/15/2023 | First Citizens Bank & Trust Co. | 19,896 | $1.40M | 0.0% | -7.4% | 0.004% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 14,947 | $1.05M | 0.0% | +44.3% | 0.003% | |
8/15/2023 | Colony Group LLC | 329,298 | $23.21M | 0.3% | -0.7% | 0.067% | |
8/15/2023 | Parkside Financial Bank & Trust | 14,097 | $0.99M | 0.2% | +3.3% | 0.003% | |
8/15/2023 | IHT Wealth Management LLC | 27,793 | $1.96M | 0.1% | +5.7% | 0.006% | |
8/15/2023 | Centaurus Financial Inc. | 102,402 | $7.22M | 0.6% | +9.0% | 0.021% | |
8/15/2023 | WMS Partners LLC | 24,794 | $1.75M | 0.1% | -2.5% | 0.005% | |
8/15/2023 | Y Intercept Hong Kong Ltd | 8,848 | $0.62M | 0.1% | +18.8% | 0.002% | |
8/15/2023 | United Services Automobile Association | 26,423 | $1.86M | 0.1% | +2.4% | 0.005% | |
8/15/2023 | Goldman Sachs Group Inc. | 6,332,449 | $446.31M | 0.1% | -3.0% | 1.292% | |
8/15/2023 | Wealthsource Partners LLC | 41,224 | $2.91M | 0.2% | +11.2% | 0.008% | |
8/15/2023 | Pin Oak Investment Advisors Inc. | 1,100 | $78K | 0.1% | -12.0% | 0.000% | |
8/15/2023 | Belpointe Asset Management LLC | 52,840 | $3.72M | 0.4% | +2.4% | 0.011% | |
8/15/2023 | Fortis Capital Advisors LLC | 11,800 | $0.83M | 0.5% | +9.3% | 0.002% | |
8/15/2023 | Harbour Investments Inc. | 37,997 | $2.68M | 0.1% | +4.3% | 0.008% | |
8/15/2023 | Waverly Advisors LLC | 17,116 | $1.21M | 0.1% | +33.6% | 0.003% | |
8/15/2023 | Captrust Financial Advisors | 579,789 | $40.86M | 0.2% | +0.6% | 0.118% | |
8/15/2023 | MMA Asset Management LLC | 45,568 | $3.21M | 2.0% | +2.8% | 0.009% | |
8/15/2023 | Castleview Partners LLC | 1,028 | $72K | 0.1% | +202.4% | 0.000% | |
8/15/2023 | Tyler Stone Wealth Management | 17,430 | $1.23M | 0.7% | N/A | 0.004% | |
8/15/2023 | Lazard Asset Management LLC | 8,490 | $0.60M | 0.0% | -10.8% | 0.002% | |
8/15/2023 | Royal Bank of Canada | 2,879,562 | $203.11M | 0.1% | +5.3% | 0.588% | |
8/15/2023 | Rockefeller Capital Management L.P. | 500,515 | $35.28M | 0.1% | -3.2% | 0.102% | |
8/15/2023 | Segall Bryant & Hamill LLC | 10,167 | $0.72M | 0.0% | +21.2% | 0.002% | |
8/15/2023 | Shepherd Kaplan Krochuk LLC | 9,974 | $0.70M | 0.6% | -3.0% | 0.002% | |
8/15/2023 | Stifel Financial Corp | 7,214,146 | $508.46M | 0.7% | -0.8% | 1.472% | |
8/15/2023 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 20,300 | $1.43M | 0.3% | +1.0% | 0.004% | |
8/15/2023 | JT Stratford LLC | 27,601 | $1.95M | 0.5% | -11.8% | 0.006% | |
8/15/2023 | Kenfarb & CO. | 2,650 | $0.19M | 0.2% | -5.4% | 0.001% | |
8/15/2023 | Berkshire Asset Management LLC PA | 3,040 | $0.21M | 0.0% | N/A | 0.001% | |
8/15/2023 | Brasada Capital Management LP | 11,268 | $0.79M | 0.2% | -2.7% | 0.002% | |
8/15/2023 | Balentine LLC | 1,125 | $79K | 0.0% | +167.2% | 0.000% | |
8/15/2023 | Beacon Pointe Advisors LLC | 505,995 | $35.66M | 0.6% | +170.0% | 0.103% | |
8/15/2023 | Broadview Financial Management LLC | 112,326 | $7.92M | 6.8% | -1.5% | 0.023% | |
8/15/2023 | Cahill Financial Advisors Inc. | 281,464 | $19.84M | 3.2% | -2.9% | 0.057% | |
8/15/2023 | Cadence Bank | 28,271 | $1.99M | 0.2% | -25.3% | 0.006% | |
8/14/2023 | New Republic Capital LLC | 4,367 | $0.31M | 0.2% | N/A | 0.001% | |
8/14/2023 | Callan Family Office LLC | 132,734 | $9.36M | 2.5% | -5.2% | 0.027% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 642,174 | $45.26M | 0.2% | -38.6% | 0.131% | |
8/14/2023 | Orion Portfolio Solutions LLC | 23,032 | $1.62M | 0.0% | +55.9% | 0.005% | |
8/14/2023 | Keebeck Wealth Management LLC | 5,006 | $0.35M | 0.0% | N/A | 0.001% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 3,373 | $0.24M | 0.0% | N/A | 0.001% | |
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8/14/2023 | Stephens Inc. AR | 61,401 | $4.33M | 0.1% | -4.5% | 0.013% | |
8/14/2023 | Lumature Wealth Partners LLC | 472 | $33K | 0.0% | -35.2% | 0.000% | |
8/14/2023 | United Capital Financial Advisers LLC | 506,537 | $35.70M | 0.2% | -5.0% | 0.103% | |
8/14/2023 | Sowell Financial Services LLC | 24,287 | $1.71M | 0.1% | +23.2% | 0.005% | |
8/14/2023 | Redwood Financial Network Corp | 5,175 | $0.37M | 0.3% | -10.9% | 0.001% | |
8/14/2023 | Arrow Investment Advisors LLC | 92,967 | $6.55M | 5.2% | N/A | 0.019% | |
8/14/2023 | Mirador Capital Partners LP | 5,793 | $0.41M | 0.1% | -9.1% | 0.001% | |
8/14/2023 | Guidance Capital Inc. | 19,368 | $1.36M | 0.6% | N/A | 0.004% | |
8/14/2023 | IFP Advisors Inc | 298,528 | $21.04M | 0.9% | -3.1% | 0.061% | |
8/14/2023 | Azimuth Capital Investment Management LLC | 8,305 | $0.59M | 0.0% | -23.1% | 0.002% | |