9/21/2023 | Halpern Financial Inc. | 27,730 | $7.63M | 2.6% | -0.4% | 0.011% | |
9/21/2023 | Baystate Wealth Management LLC | 18,207 | $5.01M | 0.4% | +8.9% | 0.007% | |
9/21/2023 | Barclays PLC | 191,270 | $52.63M | 0.0% | +63,656.7% | 0.075% | |
9/15/2023 | CJM Wealth Advisers Ltd. | 16,457 | $4.53M | 2.3% | +26.8% | 0.006% | |
9/14/2023 | IMS Capital Management | 26,169 | $7.20M | 4.0% | -0.8% | 0.010% | |
9/12/2023 | Farther Finance Advisors LLC | 431 | $0.12M | 0.0% | +65.8% | 0.000% | |
|
9/11/2023 | Dechtman Wealth Management LLC | 1,350 | $0.37M | 0.1% | N/A | 0.001% | |
9/7/2023 | Scarborough Advisors LLC | 747 | $0.21M | 0.0% | N/A | 0.000% | |
9/7/2023 | ST Germain D J Co. Inc. | 2,086 | $0.57M | 0.0% | N/A | 0.001% | |
9/5/2023 | Westshore Wealth LLC | 31,089 | $8.56M | 4.4% | +13.2% | 0.012% | |
9/5/2023 | Covenant Partners LLC | 86,465 | $23.79M | 8.6% | +2.7% | 0.034% | |
8/30/2023 | Western Wealth Management LLC | 9,497 | $2.61M | 0.2% | +3.1% | 0.004% | |
8/29/2023 | Garde Capital Inc. | 21,916 | $6.03M | 0.5% | -1.9% | 0.009% | |
8/28/2023 | Willow Creek Wealth Management Inc. | 4,880 | $1.34M | 0.2% | -1.9% | 0.002% | |
8/24/2023 | Alamar Capital Management LLC | 7,280 | $2M | 1.5% | -4.6% | 0.003% | |
8/24/2023 | ProVise Management Group LLC | 13,803 | $3.80M | 0.3% | -3.4% | 0.005% | |
8/24/2023 | Invictus Private Wealth LLC | 1,768 | $0.49M | 0.1% | N/A | 0.001% | |
8/23/2023 | Stonebridge Capital Advisors LLC | 9,021 | $2.48M | 0.3% | +3.0% | 0.004% | |
8/23/2023 | Rehmann Capital Advisory Group | 16,200 | $4.46M | 0.4% | -9.1% | 0.006% | |
8/22/2023 | Asset Dedication LLC | 5,780 | $1.59M | 0.1% | +2.4% | 0.002% | |
8/21/2023 | BOKF NA | 100,441 | $27.64M | 0.6% | -1.5% | 0.039% | |
8/21/2023 | VitalStone Financial LLC | 3,370 | $0.93M | 0.5% | -18.6% | 0.001% | |
8/21/2023 | Vestor Capital LLC | 1,741 | $0.48M | 0.1% | +197.1% | 0.001% | |
8/21/2023 | Osaic Holdings Inc. | 935,667 | $257.42M | 0.5% | -0.1% | 0.367% | |
8/17/2023 | Orion Portfolio Solutions LLC | 348,437 | $88.85M | 0.9% | +1,159.6% | 0.137% | |
8/17/2023 | Coppell Advisory Solutions LLC | 5,251 | $1.42M | 0.4% | +132.0% | 0.002% | |
8/17/2023 | Imprint Wealth LLC | 27,518 | $2.75M | 0.1% | N/A | 0.011% | |
8/16/2023 | Vestor Capital LLC | 461 | $0.13M | 0.0% | -21.3% | 0.000% | |
8/16/2023 | CreativeOne Wealth LLC | 19,263 | $5.30M | 0.2% | -31.8% | 0.008% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 879 | $0.24M | 0.1% | N/A | 0.000% | |
8/16/2023 | Sunbelt Securities Inc. | 2,464 | $0.68M | 0.1% | +14.3% | 0.001% | |
8/16/2023 | GTS Securities LLC | 67,565 | $18.60M | 0.6% | N/A | 0.026% | |
8/15/2023 | Alliancebernstein L.P. | 204,389 | $56.24M | 0.0% | -2.9% | 0.080% | |
8/15/2023 | Equitable Holdings Inc. | 415,755 | $114.41M | 1.6% | -9.5% | 0.163% | |
8/15/2023 | High Falls Advisors Inc | 1,601 | $0.44M | 0.1% | -11.1% | 0.001% | |
8/15/2023 | Staley Capital Advisers Inc. | 444,183 | $122.23M | 6.6% | -3.6% | 0.174% | |
8/15/2023 | West Michigan Advisors LLC | 5,218 | $1.44M | 0.6% | -7.9% | 0.002% | |
8/15/2023 | Imprint Wealth LLC | 27,518 | $2.75M | 0.0% | N/A | 0.011% | |
8/15/2023 | Wells Fargo & Company MN | 4,207,377 | $1.16B | 0.3% | -4.1% | 1.649% | |
8/15/2023 | Objective Capital Management LLC | 5,761 | $1.59M | 1.4% | -4.4% | 0.002% | |
|
8/15/2023 | Kraft Davis & Associates LLC | 22,618 | $6.25M | 2.2% | N/A | 0.009% | |
8/15/2023 | Bragg Financial Advisors Inc | 3,041 | $0.84M | 0.0% | -24.4% | 0.001% | |
8/15/2023 | EPG Wealth Management LLC | 20,852 | $5.74M | 1.7% | -1.5% | 0.008% | |
8/15/2023 | Atlas Capital Advisors LLC | 228 | $63K | 0.0% | -41.5% | 0.000% | |
8/15/2023 | Cornerstone Planning Group LLC | 6,626 | $1.82M | 0.7% | N/A | 0.003% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 210,405 | $57.90M | 1.3% | +2.7% | 0.082% | |
8/15/2023 | Integrated Wealth Concepts LLC | 25,299 | $6.96M | 0.1% | +28.4% | 0.010% | |
8/15/2023 | Dana Investment Advisors Inc. | 1,083 | $0.30M | 0.0% | +25.2% | 0.000% | |
8/15/2023 | Crestwood Advisors Group LLC | 10,845 | $2.98M | 0.1% | -2.8% | 0.004% | |
8/15/2023 | First Citizens Bank & Trust Co. | 61,303 | $16.87M | 0.3% | +19.0% | 0.024% | |
8/15/2023 | Colony Group LLC | 140,479 | $38.66M | 0.5% | -0.1% | 0.055% | |
8/15/2023 | Parkside Financial Bank & Trust | 105,071 | $28.91M | 6.9% | -4.1% | 0.041% | |
8/15/2023 | IHT Wealth Management LLC | 15,415 | $4.24M | 0.2% | +10.0% | 0.006% | |
8/15/2023 | Centaurus Financial Inc. | 3,334 | $0.92M | 0.1% | -64.4% | 0.001% | |
8/15/2023 | Wealth Dimensions Group Ltd. | 9,905 | $2.73M | 1.0% | -0.7% | 0.004% | |
8/15/2023 | Wealthsource Partners LLC | 1,714 | $0.47M | 0.0% | -3.8% | 0.001% | |
8/15/2023 | Pin Oak Investment Advisors Inc. | 4,059 | $1.12M | 1.2% | +9.9% | 0.002% | |
8/15/2023 | Gries Financial LLC | 5,720 | $1.57M | 0.4% | -1.1% | 0.002% | |
8/15/2023 | Belpointe Asset Management LLC | 5,071 | $1.40M | 0.1% | -20.6% | 0.002% | |
8/15/2023 | Laurel Wealth Advisors LLC | 3,870 | $1.07M | 0.2% | -1.0% | 0.002% | |
8/15/2023 | Zacks Investment Management | 7,983 | $2.20M | 0.0% | -21.9% | 0.003% | |
8/15/2023 | Zuckerman Investment Group LLC | 10,566 | $2.91M | 0.4% | +2.0% | 0.004% | |
8/15/2023 | Capstone Financial Advisors Inc. | 107,084 | $29.47M | 2.2% | +0.1% | 0.042% | |
8/15/2023 | Harbour Investments Inc. | 7,703 | $2.12M | 0.1% | +16.3% | 0.003% | |
8/15/2023 | Waverly Advisors LLC | 184,485 | $50.77M | 2.2% | -2.7% | 0.072% | |
8/15/2023 | Captrust Financial Advisors | 372,417 | $102.48M | 0.4% | +0.7% | 0.146% | |
8/15/2023 | MMA Asset Management LLC | 6,540 | $1.80M | 1.1% | +211.0% | 0.003% | |
8/15/2023 | Castleview Partners LLC | 2,575 | $0.71M | 0.6% | -66.9% | 0.001% | |
8/15/2023 | Tyler Stone Wealth Management | 685 | $0.19M | 0.1% | N/A | 0.000% | |
8/15/2023 | Pointe Capital Management LLC | 26,947 | $7.42M | 5.6% | +7.8% | 0.011% | |
8/15/2023 | Private Portfolio Partners LLC | 27,695 | $7.62M | 2.0% | -2.6% | 0.011% | |
8/15/2023 | Royal Bank of Canada | 1,537,459 | $423.08M | 0.1% | -2.7% | 0.603% | |
8/15/2023 | Rockefeller Capital Management L.P. | 784,801 | $215.96M | 0.8% | +66.0% | 0.308% | |
8/15/2023 | Segall Bryant & Hamill LLC | 27,313 | $7.52M | 0.1% | +6.8% | 0.011% | |
8/15/2023 | SRS Capital Advisors Inc. | 5,082 | $1.40M | 0.2% | +727.7% | 0.002% | |
8/15/2023 | STAR Financial Bank | 53,628 | $14.76M | 13.8% | -2.2% | 0.021% | |
8/15/2023 | Stifel Financial Corp | 1,363,646 | $375.26M | 0.5% | +8.2% | 0.535% | |
8/15/2023 | Grant Street Asset Management Inc. | 3,480 | $0.96M | 0.4% | +3.1% | 0.001% | |
8/15/2023 | Halbert Hargrove Global Advisors LLC | 1,289 | $0.36M | 0.0% | -3.9% | 0.001% | |
8/15/2023 | Hantz Financial Services Inc. | 128,960 | $35.49M | 11.3% | 0.0% | 0.051% | |
8/15/2023 | Hilltop Holdings Inc. | 9,917 | $2.73M | 0.3% | -0.7% | 0.004% | |
8/15/2023 | Investmark Advisory Group LLC | 6,255 | $1.72M | 1.1% | +4.0% | 0.002% | |
8/15/2023 | Berkshire Asset Management LLC PA | 27,277 | $7.51M | 0.4% | -12.8% | 0.011% | |
8/15/2023 | Balentine LLC | 1,795 | $0.49M | 0.0% | +1,872.5% | 0.001% | |
8/15/2023 | Beacon Pointe Advisors LLC | 185,834 | $51.14M | 0.8% | +7.1% | 0.073% | |
8/15/2023 | Broadview Financial Management LLC | 5,260 | $1.45M | 1.2% | -4.2% | 0.002% | |
8/15/2023 | Cahill Financial Advisors Inc. | 2,813 | $0.77M | 0.1% | -4.1% | 0.001% | |
8/15/2023 | Chilton Investment Co. Inc. | 2,693 | $0.74M | 0.0% | N/A | 0.001% | |
8/15/2023 | Cadence Bank | 13,444 | $3.70M | 0.3% | -6.0% | 0.005% | |
8/15/2023 | Cedar Wealth Management LLC | 832 | $0.23M | 0.1% | -33.0% | 0.000% | |
|
8/14/2023 | New Republic Capital LLC | 6,041 | $1.66M | 1.2% | N/A | 0.002% | |
8/14/2023 | Callan Family Office LLC | 50,996 | $14.03M | 3.7% | +3.4% | 0.020% | |
8/14/2023 | Caisse DE Depot ET Placement DU Quebec | 165,000 | $45.41M | 0.1% | -45.0% | 0.065% | |
8/14/2023 | Vivaldi Capital Management LP | 1,228 | $0.34M | 0.1% | +5.7% | 0.000% | |
8/14/2023 | Cynosure Management LLC | 41,414 | $11.40M | 3.4% | N/A | 0.016% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 396,281 | $109.05M | 0.4% | +9.9% | 0.155% | |
8/14/2023 | Orion Portfolio Solutions LLC | 322,892 | $88.85M | 0.9% | +1,067.3% | 0.127% | |
8/14/2023 | Aspen Grove Capital LLC | 3,724 | $1.03M | 0.3% | N/A | 0.001% | |
8/14/2023 | Tolleson Wealth Management Inc. | 20,735 | $5.71M | 1.4% | -2.3% | 0.008% | |
8/14/2023 | Itau Unibanco Holding S.A. | 1,691 | $0.47M | 0.0% | N/A | 0.001% | |