9/21/2023 | Baystate Wealth Management LLC | 1,093 | $0.52M | 0.0% | -54.4% | 0.003% | |
9/18/2023 | Cape ANN Savings Bank | 640 | $0.31M | 0.2% | N/A | 0.002% | |
9/7/2023 | Strategic Financial Concepts LLC | 443 | $0.21M | 0.1% | N/A | 0.001% | |
9/1/2023 | Manhattan West Asset Management LLC | 600 | $0.29M | 0.1% | -52.2% | 0.001% | |
8/28/2023 | DT Investment Partners LLC | 1,002 | $0.50M | 0.1% | N/A | 0.002% | |
8/23/2023 | Rehmann Capital Advisory Group | 750 | $0.36M | 0.0% | -4.2% | 0.002% | |
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8/22/2023 | Old North State Trust LLC | 1,619 | $0.78M | 0.6% | +11.6% | 0.004% | |
8/21/2023 | BOKF NA | 10,716 | $5.13M | 0.1% | -6.8% | 0.027% | |
8/21/2023 | Vestor Capital LLC | 33,790 | $16.18M | 1.7% | -2.7% | 0.084% | |
8/21/2023 | Osaic Holdings Inc. | 71,498 | $34.27M | 0.1% | -10.8% | 0.178% | |
8/17/2023 | Orion Portfolio Solutions LLC | 1,014 | $0.49M | 0.0% | +109.1% | 0.003% | |
8/17/2023 | Peterson Wealth Management | 1,117 | $0.54M | 0.4% | N/A | 0.003% | |
8/16/2023 | Vestor Capital LLC | 2,130 | $1.02M | 0.1% | -93.9% | 0.005% | |
8/16/2023 | Tandem Wealth Advisors LLC | 32,125 | $15.38M | 9.3% | +0.9% | 0.080% | |
8/16/2023 | Resources Management Corp CT ADV | 506 | $0.24M | 0.0% | -69.5% | 0.001% | |
8/16/2023 | CreativeOne Wealth LLC | 3,043 | $1.46M | 0.1% | -3.9% | 0.008% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 109 | $52K | 0.0% | N/A | 0.000% | |
8/16/2023 | Sunbelt Securities Inc. | 333 | $0.16M | 0.0% | +17.7% | 0.001% | |
8/16/2023 | GTS Securities LLC | 13,597 | $6.51M | 0.2% | N/A | 0.034% | |
8/15/2023 | Alliancebernstein L.P. | 138,145 | $66.16M | 0.0% | +6.2% | 0.343% | |
8/15/2023 | High Falls Advisors Inc | 2,737 | $1.31M | 0.4% | -3.5% | 0.007% | |
8/15/2023 | Arvest Trust Co. N A | 270,062 | $134.58M | 8.0% | -3.5% | 0.671% | |
8/15/2023 | Integrated Wealth Concepts LLC | 1,092 | $0.52M | 0.0% | +122.0% | 0.003% | |
8/15/2023 | Crestwood Advisors Group LLC | 2,150 | $1.03M | 0.0% | +225.8% | 0.005% | |
8/15/2023 | First Citizens Bank & Trust Co. | 3,883 | $1.86M | 0.0% | +20.0% | 0.010% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 1,066 | $0.51M | 0.0% | -2.7% | 0.003% | |
8/15/2023 | Colony Group LLC | 2,796 | $1.34M | 0.0% | -2.1% | 0.007% | |
8/15/2023 | Parkside Financial Bank & Trust | 365 | $0.18M | 0.0% | -27.7% | 0.001% | |
8/15/2023 | Trail Ridge Investment Advisors LLC | 1,057 | $0.51M | 0.3% | -5.2% | 0.003% | |
8/15/2023 | Centaurus Financial Inc. | 1,173 | $0.56M | 0.0% | -64.9% | 0.003% | |
8/15/2023 | Gries Financial LLC | 10,295 | $4.93M | 1.4% | +0.4% | 0.026% | |
8/15/2023 | Belpointe Asset Management LLC | 523 | $0.25M | 0.0% | -84.3% | 0.001% | |
8/15/2023 | Zacks Investment Management | 1,221 | $0.59M | 0.0% | +31.9% | 0.003% | |
8/15/2023 | Connors Investor Services Inc. | 915 | $0.44M | 0.0% | N/A | 0.002% | |
8/15/2023 | Capstone Financial Advisors Inc. | 16,455 | $7.88M | 0.6% | -2.6% | 0.041% | |
8/15/2023 | Harbour Investments Inc. | 7,296 | $3.49M | 0.2% | -21.3% | 0.018% | |
8/15/2023 | Captrust Financial Advisors | 72,240 | $34.60M | 0.1% | +5.6% | 0.180% | |
8/15/2023 | Tyler Stone Wealth Management | 335 | $0.16M | 0.1% | N/A | 0.001% | |
8/15/2023 | Rockefeller Capital Management L.P. | 38,561 | $17.92M | 0.1% | +16.8% | 0.096% | |
8/15/2023 | Segall Bryant & Hamill LLC | 6,193 | $2.97M | 0.0% | -21.1% | 0.015% | |
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8/15/2023 | SRS Capital Advisors Inc. | 65 | $31K | 0.0% | +242.1% | 0.000% | |
8/15/2023 | Stifel Financial Corp | 60,995 | $29.21M | 0.0% | -3.2% | 0.152% | |
8/15/2023 | Hilltop Holdings Inc. | 1,505 | $0.72M | 0.1% | +193.4% | 0.004% | |
8/15/2023 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 44,632 | $21.38M | 4.0% | +1.1% | 0.111% | |
8/15/2023 | Horizon Investments LLC | 3,087 | $1.48M | 0.0% | -1.7% | 0.008% | |
8/15/2023 | Insigneo Advisory Services LLC | 7,472 | $3.59M | 0.7% | +3.8% | 0.019% | |
8/15/2023 | Becker Capital Management Inc. | 2,334 | $1.12M | 0.0% | -2.7% | 0.006% | |
8/15/2023 | Boothbay Fund Management LLC | 39,580 | $18.96M | 0.4% | N/A | 0.098% | |
8/15/2023 | BROOKFIELD Corp ON | 65,241 | $31.25M | 0.1% | +11.6% | 0.162% | |
8/15/2023 | Beacon Pointe Advisors LLC | 9,602 | $4.60M | 0.1% | +1.6% | 0.024% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 9,957 | $4.77M | 0.0% | +10.2% | 0.025% | |
8/14/2023 | Long Road Investment Counsel LLC | 985 | $0.47M | 0.2% | -20.2% | 0.002% | |
8/14/2023 | Aspen Grove Capital LLC | 540 | $0.26M | 0.1% | N/A | 0.001% | |
8/14/2023 | Stephens Inc. AR | 2,458 | $1.18M | 0.0% | -6.1% | 0.006% | |
8/14/2023 | GM Advisory Group Inc. | 3,181 | $1.52M | 0.1% | -5.7% | 0.008% | |
8/14/2023 | Rosenblum Silverman Sutton S F Inc. CA | 3,612 | $1.73M | 0.6% | +0.6% | 0.009% | |
8/14/2023 | United Capital Financial Advisers LLC | 9,028 | $4.32M | 0.0% | -1.0% | 0.022% | |
8/14/2023 | Wexford Capital LP | 19,225 | $9.21M | 1.8% | N/A | 0.048% | |
8/14/2023 | IFP Advisors Inc | 614 | $0.29M | 0.0% | -55.0% | 0.002% | |
8/14/2023 | Apexium Financial LP | 620 | $0.30M | 0.0% | -34.5% | 0.002% | |
8/14/2023 | Bison Wealth LLC | 606 | $0.29M | 0.1% | +20.0% | 0.002% | |
8/14/2023 | State Street Corp | 60,807 | $29.12M | 0.0% | -33.4% | 0.151% | |
8/14/2023 | Shapiro Capital Management LLC | 33,500 | $16.04M | 0.4% | +67.5% | 0.083% | |
8/14/2023 | Certified Advisory Corp | 1,071 | $0.51M | 0.1% | +2.8% | 0.003% | |
8/14/2023 | Petix & Botte Co | 1,640 | $0.79M | 0.2% | +100.0% | 0.004% | |
8/14/2023 | MML Investors Services LLC | 26,542 | $12.71M | 0.1% | -10.0% | 0.066% | |
8/14/2023 | Capital Fund Management S.A. | 30,532 | $14.62M | 0.1% | +7.1% | 0.076% | |
8/14/2023 | Boston Family Office LLC | 18,674 | $8.94M | 0.7% | -12.3% | 0.046% | |
8/14/2023 | Buckingham Strategic Partners | 4,260 | $2.04M | 0.1% | +34.0% | 0.011% | |
8/14/2023 | Union Savings Bank | 7,084 | $3.53M | 2.1% | N/A | 0.018% | |
8/14/2023 | Frank Rimerman Advisors LLC | 1,914 | $0.92M | 0.2% | -8.7% | 0.005% | |
8/14/2023 | Silvercrest Asset Management Group LLC | 5,723 | $2.74M | 0.0% | -9.1% | 0.014% | |
8/14/2023 | Thrivent Financial for Lutherans | 422 | $0.20M | 0.0% | -53.3% | 0.001% | |
8/14/2023 | Howe & Rusling Inc. | 2,319 | $1.11M | 0.1% | -2.6% | 0.006% | |
8/14/2023 | Cerity Partners LLC | 93,855 | $45M | 0.2% | +6.3% | 0.233% | |
8/14/2023 | Glenview Trust Co | 667 | $0.32M | 0.0% | +19.7% | 0.002% | |
8/11/2023 | SageView Advisory Group LLC | 1,238 | $0.59M | 0.0% | +24.5% | 0.003% | |
8/11/2023 | Genus Capital Management Inc. | 540 | $0.26M | 0.0% | N/A | 0.001% | |
8/11/2023 | Bryn Mawr Capital Management LLC | 845 | $0.41M | 0.0% | +25.7% | 0.002% | |
8/11/2023 | Kayne Anderson Rudnick Investment Management LLC | 65,240 | $31.22M | 0.1% | -22.3% | 0.162% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 840 | $0.40M | 0.0% | -11.3% | 0.002% | |
8/11/2023 | Frisch Financial Group Inc. | 2,064 | $0.99M | 0.5% | +13.2% | 0.005% | |
8/11/2023 | Cibc World Market Inc. | 1,885 | $0.90M | 0.0% | -17.4% | 0.005% | |
8/11/2023 | Baird Financial Group Inc. | 57,132 | $27.36M | 0.1% | -4.4% | 0.142% | |
8/11/2023 | Credit Suisse AG | 17,782 | $8.52M | 0.0% | +5.7% | 0.044% | |
8/11/2023 | BlackRock Inc. | 108,278 | $51.86M | 0.0% | +459.0% | 0.269% | |
8/11/2023 | Ameritas Investment Partners Inc. | 14,045 | $6.73M | 0.3% | +16.6% | 0.035% | |
8/11/2023 | Harvest Investment Services LLC | 3,898 | $1.87M | 1.1% | +59.2% | 0.010% | |
8/11/2023 | Summit Financial LLC | 4,444 | $2.14M | 0.2% | -25.0% | 0.011% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 35,037 | $16.78M | 0.2% | -5.0% | 0.087% | |
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8/11/2023 | Visionary Wealth Advisors | 513 | $0.25M | 0.0% | -9.8% | 0.001% | |
8/11/2023 | Founders Financial Securities LLC | 3,149 | $1.51M | 0.2% | -6.6% | 0.008% | |
8/11/2023 | Missouri Trust & Investment Co | 796 | $0.38M | 0.2% | -3.9% | 0.002% | |
8/11/2023 | Smith Moore & CO. | 58,182 | $27.31M | 3.5% | -1.3% | 0.145% | |
8/11/2023 | Kestra Advisory Services LLC | 10,014 | $4.80M | 0.0% | -28.1% | 0.025% | |
8/11/2023 | Hsbc Holdings PLC | 18,556 | $8.89M | 0.0% | -22.6% | 0.046% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 11,211 | $5.39M | 0.0% | -8.5% | 0.028% | |
8/11/2023 | V Wealth Advisors LLC | 539 | $0.26M | 0.0% | -4.6% | 0.001% | |
8/11/2023 | Franklin Resources Inc. | 12,560 | $6.02M | 0.0% | +0.6% | 0.031% | |
8/11/2023 | Miramar Capital LLC | 1,108 | $0.53M | 0.1% | -3.1% | 0.003% | |