9/29/2023 | Schoolcraft Capital LLC | 2,231 | $0.35M | 0.1% | N/A | 0.001% | |
9/26/2023 | M Holdings Securities Inc. | 2,398 | $0.38M | 0.1% | -70.7% | 0.001% | |
9/21/2023 | Halpern Financial Inc. | 12,883 | $2.03M | 0.7% | -39.8% | 0.004% | |
9/21/2023 | Baystate Wealth Management LLC | 6,543 | $1.03M | 0.1% | +15.5% | 0.002% | |
9/21/2023 | Barclays PLC | 48,810 | $7.70M | 0.0% | +1.7% | 0.015% | |
9/13/2023 | AWM Capital LLC | 125,838 | $19.86M | 4.8% | -0.8% | 0.039% | |
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9/11/2023 | Dechtman Wealth Management LLC | 2,768 | $0.44M | 0.1% | N/A | 0.001% | |
9/7/2023 | ST Germain D J Co. Inc. | 2,669 | $0.42M | 0.0% | N/A | 0.001% | |
9/5/2023 | Westshore Wealth LLC | 67,283 | $10.62M | 5.4% | +2.1% | 0.021% | |
9/5/2023 | Covenant Partners LLC | 127,584 | $20.14M | 7.3% | +4.8% | 0.040% | |
8/30/2023 | Western Wealth Management LLC | 15,324 | $2.42M | 0.2% | -6.3% | 0.005% | |
8/29/2023 | Myecfo LLC | 4,528 | $0.72M | 0.4% | +11.9% | 0.001% | |
8/29/2023 | Garde Capital Inc. | 7,660 | $1.21M | 0.1% | +3.3% | 0.002% | |
8/23/2023 | Rehmann Capital Advisory Group | 23,673 | $3.74M | 0.3% | -3.4% | 0.007% | |
8/23/2023 | Dunhill Financial LLC | 737 | $0.12M | 0.1% | N/A | 0.000% | |
8/22/2023 | Asset Dedication LLC | 8,058 | $1.27M | 0.1% | +6.4% | 0.003% | |
8/21/2023 | BOKF NA | 53,903 | $8.51M | 0.2% | -1.1% | 0.017% | |
8/21/2023 | Vestor Capital LLC | 2,521 | $0.40M | 0.0% | +421.9% | 0.001% | |
8/21/2023 | Osaic Holdings Inc. | 754,195 | $119.07M | 0.2% | -1.7% | 0.236% | |
8/18/2023 | Elevated Capital Advisors LLC | 1,456 | $0.23M | 0.1% | -21.1% | 0.000% | |
8/17/2023 | Orion Portfolio Solutions LLC | 84,018 | $13.26M | 0.1% | +945.8% | 0.026% | |
8/17/2023 | Coppell Advisory Solutions LLC | 3,773 | $0.59M | 0.2% | -50.6% | 0.001% | |
8/17/2023 | Imprint Wealth LLC | 15,783 | $1.58M | 0.1% | N/A | 0.005% | |
8/16/2023 | Vestor Capital LLC | 2,665 | $0.42M | 0.0% | +451.8% | 0.001% | |
8/16/2023 | Nuveen Asset Management LLC | 129,630 | $20.46M | 0.0% | -24.4% | 0.041% | |
8/16/2023 | CreativeOne Wealth LLC | 19,097 | $3.01M | 0.1% | -44.6% | 0.006% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 401 | $63K | 0.0% | N/A | 0.000% | |
8/16/2023 | Sunbelt Securities Inc. | 1,714 | $0.27M | 0.0% | +21.2% | 0.001% | |
8/16/2023 | GTS Securities LLC | 39,088 | $6.17M | 0.2% | N/A | 0.012% | |
8/15/2023 | Alliancebernstein L.P. | 2,190,109 | $345.67M | 0.1% | +1.3% | 0.686% | |
8/15/2023 | Equitable Holdings Inc. | 479,231 | $75.64M | 1.1% | -4.5% | 0.150% | |
8/15/2023 | Chicago Wealth Management Inc. | 2,621 | $0.41M | 0.3% | -50.2% | 0.001% | |
8/15/2023 | West Michigan Advisors LLC | 7,442 | $1.18M | 0.5% | +1.2% | 0.002% | |
8/15/2023 | Imprint Wealth LLC | 15,783 | $1.58M | 0.0% | N/A | 0.005% | |
8/15/2023 | Wells Fargo & Company MN | 4,838,887 | $763.72M | 0.2% | -5.7% | 1.515% | |
8/15/2023 | Objective Capital Management LLC | 6,371 | $1.01M | 0.9% | -5.2% | 0.002% | |
8/15/2023 | CM Wealth Advisors LLC | 3,614 | $0.19M | 0.1% | N/A | 0.001% | |
8/15/2023 | EPG Wealth Management LLC | 20,015 | $3.16M | 0.9% | -1.2% | 0.006% | |
8/15/2023 | Atlas Capital Advisors LLC | 1,981 | $0.31M | 0.0% | -24.9% | 0.001% | |
8/15/2023 | Cornerstone Planning Group LLC | 334 | $53K | 0.0% | N/A | 0.000% | |
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8/15/2023 | Moneta Group Investment Advisors LLC | 232,029 | $36.62M | 0.8% | +0.9% | 0.073% | |
8/15/2023 | Integrated Wealth Concepts LLC | 25,153 | $3.97M | 0.1% | +26.5% | 0.008% | |
8/15/2023 | Dana Investment Advisors Inc. | 3,820 | $0.60M | 0.0% | -5.2% | 0.001% | |
8/15/2023 | Crestwood Advisors Group LLC | 3,655 | $0.58M | 0.0% | -3.9% | 0.001% | |
8/15/2023 | First Citizens Bank & Trust Co. | 93,590 | $14.77M | 0.3% | +32.9% | 0.029% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 2,017 | $0.32M | 0.0% | -52.4% | 0.001% | |
8/15/2023 | Colony Group LLC | 53,154 | $8.39M | 0.1% | -0.6% | 0.017% | |
8/15/2023 | Parkside Financial Bank & Trust | 114,688 | $18.10M | 4.3% | -4.5% | 0.036% | |
8/15/2023 | IHT Wealth Management LLC | 31,358 | $4.95M | 0.3% | -0.3% | 0.010% | |
8/15/2023 | Centaurus Financial Inc. | 1,403 | $0.22M | 0.0% | -15.5% | 0.000% | |
8/15/2023 | Goldman Sachs Group Inc. | 15,044,661 | $2.37B | 0.5% | -1.4% | 4.710% | |
8/15/2023 | Pin Oak Investment Advisors Inc. | 1,324 | $0.21M | 0.2% | +22.7% | 0.000% | |
8/15/2023 | Gries Financial LLC | 9,550 | $1.51M | 0.4% | +1.6% | 0.003% | |
8/15/2023 | Zacks Investment Management | 24,677 | $3.90M | 0.1% | -40.1% | 0.008% | |
8/15/2023 | Harbour Investments Inc. | 4,597 | $0.73M | 0.0% | +4.6% | 0.001% | |
8/15/2023 | Waverly Advisors LLC | 141,511 | $22.34M | 1.0% | -2.0% | 0.044% | |
8/15/2023 | Captrust Financial Advisors | 254,916 | $40.23M | 0.2% | -9.4% | 0.080% | |
8/15/2023 | MMA Asset Management LLC | 12,121 | $1.91M | 1.2% | +121.3% | 0.004% | |
8/15/2023 | Tyler Stone Wealth Management | 1,065 | $0.17M | 0.1% | N/A | 0.000% | |
8/15/2023 | Pointe Capital Management LLC | 6,716 | $1.06M | 0.8% | +7.9% | 0.002% | |
8/15/2023 | Private Portfolio Partners LLC | 5,710 | $0.90M | 0.2% | -2.5% | 0.002% | |
8/15/2023 | RE Dickinson Investment Advisors LLC | 42,242 | $6.67M | 2.4% | +3.0% | 0.013% | |
8/15/2023 | Royal Bank of Canada | 1,840,547 | $290.50M | 0.1% | -9.2% | 0.576% | |
8/15/2023 | Rockefeller Capital Management L.P. | 1,224,012 | $193.19M | 0.7% | +57.0% | 0.383% | |
8/15/2023 | Segall Bryant & Hamill LLC | 38,935 | $6.15M | 0.1% | +7.3% | 0.012% | |
8/15/2023 | SRS Capital Advisors Inc. | 6,077 | $0.96M | 0.1% | -4.9% | 0.002% | |
8/15/2023 | STAR Financial Bank | 28,494 | $4.50M | 4.2% | -5.5% | 0.009% | |
8/15/2023 | Stifel Financial Corp | 1,816,494 | $286.70M | 0.4% | +7.0% | 0.569% | |
8/15/2023 | Grant Street Asset Management Inc. | 140,593 | $22.19M | 8.4% | -4.6% | 0.044% | |
8/15/2023 | HMS Capital Management LLC | 57,169 | $9.02M | 5.5% | +1.2% | 0.018% | |
8/15/2023 | Hackensack Meridian Health Inc. | 722,000 | $113.95M | 15.6% | N/A | 0.226% | |
8/15/2023 | Hilltop Holdings Inc. | 9,740 | $1.54M | 0.2% | -0.9% | 0.003% | |
8/15/2023 | Invenio Wealth Partners LLC | 13,959 | $2.20M | 2.5% | N/A | 0.004% | |
8/15/2023 | Becker Capital Management Inc. | 5,478 | $0.87M | 0.0% | -12.7% | 0.002% | |
8/15/2023 | Berkshire Asset Management LLC PA | 13,758 | $2.17M | 0.1% | -6.6% | 0.004% | |
8/15/2023 | Beacon Pointe Advisors LLC | 61,704 | $9.74M | 0.2% | +13.7% | 0.019% | |
8/15/2023 | Broadview Financial Management LLC | 25,649 | $4.05M | 3.5% | +1.0% | 0.008% | |
8/15/2023 | Cahill Financial Advisors Inc. | 9,381 | $1.48M | 0.2% | -4.8% | 0.003% | |
8/15/2023 | Cohen & Steers Inc. | 33,163 | $5.23M | 0.0% | +7.1% | 0.010% | |
8/15/2023 | Cadence Bank | 4,792 | $0.76M | 0.1% | -3.7% | 0.002% | |
8/14/2023 | New Republic Capital LLC | 14,169 | $2.24M | 1.6% | N/A | 0.004% | |
8/14/2023 | Callan Family Office LLC | 155,933 | $24.61M | 6.5% | -4.1% | 0.049% | |
8/14/2023 | Caisse DE Depot ET Placement DU Quebec | 100,000 | $15.78M | 0.0% | -33.3% | 0.031% | |
8/14/2023 | Vivaldi Capital Management LP | 5,263 | $0.83M | 0.3% | -3.6% | 0.002% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 183,524 | $28.97M | 0.1% | +46.0% | 0.057% | |
8/14/2023 | Orion Portfolio Solutions LLC | 43,144 | $13.26M | 0.1% | +437.0% | 0.014% | |
8/14/2023 | Tolleson Wealth Management Inc. | 28,612 | $4.52M | 1.1% | -1.1% | 0.009% | |
8/14/2023 | Stephens Inc. AR | 717,787 | $113.29M | 2.0% | +2.0% | 0.225% | |
8/14/2023 | Ergoteles LLC | 78,354 | $12.37M | 0.6% | N/A | 0.025% | |
8/14/2023 | United Capital Financial Advisers LLC | 140,807 | $22.22M | 0.1% | -17.1% | 0.044% | |
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8/14/2023 | Chilton Capital Management LLC | 240 | $38K | 0.0% | -38.5% | 0.000% | |
8/14/2023 | Sowell Financial Services LLC | 13,701 | $2.16M | 0.1% | -44.1% | 0.004% | |
8/14/2023 | IFP Advisors Inc | 5,618 | $0.89M | 0.0% | -6.9% | 0.002% | |
8/14/2023 | Resurgent Financial Advisors LLC | 19,557 | $3.09M | 2.0% | +5.4% | 0.006% | |
8/14/2023 | Bison Wealth LLC | 1,514 | $0.24M | 0.0% | N/A | 0.000% | |
8/14/2023 | Carolinas Wealth Consulting LLC | 99,915 | $15.77M | 3.1% | +2.3% | 0.031% | |
8/14/2023 | Aristotle Capital Management LLC | 24,386 | $3.85M | 0.0% | -31.7% | 0.008% | |
8/14/2023 | State Street Corp | 72,310 | $11.41M | 0.0% | +1.2% | 0.023% | |
8/14/2023 | MML Investors Services LLC | 387,009 | $61.08M | 0.3% | +4.9% | 0.121% | |
8/14/2023 | Jefferies Financial Group Inc. | 41,902 | $6.61M | 0.1% | -2.8% | 0.013% | |