6/5/2023 | EP Wealth Advisors LLC | 11,170 | $0.67M | 0.0% | N/A | 0.004% | |
6/5/2023 | Level Four Advisory Services LLC | 8,404 | $0.91M | 0.1% | +2.0% | 0.003% | |
6/1/2023 | ORG Partners LLC | 90,102 | $9.70M | 2.4% | N/A | 0.030% | |
5/31/2023 | FC Advisory LLC | 16,854 | $1.82M | 0.8% | +38.8% | 0.006% | |
5/30/2023 | BKA Wealth Consulting Inc. | 6,152 | $0.67M | 0.3% | +49.5% | 0.002% | |
5/26/2023 | Fortis Group Advisors LLC | 2,623 | $0.28M | 0.1% | N/A | 0.001% | |
|
5/26/2023 | Sheets Smith Wealth Management | 42,926 | $4.63M | 0.7% | -18.1% | 0.014% | |
5/25/2023 | Empower Advisory Group LLC | 5,218 | $0.56M | 0.0% | N/A | 0.002% | |
5/24/2023 | Old North State Trust LLC | 400 | $43K | 0.0% | N/A | 0.000% | |
5/23/2023 | Old North State Trust LLC | 108 | $43K | 0.0% | N/A | 0.000% | |
5/23/2023 | TPB Wealth Advisors | 8,663 | $0.93M | 0.5% | -39.8% | 0.003% | |
5/22/2023 | Raleigh Capital Management Inc. | 247 | $27K | 0.0% | N/A | 0.000% | |
5/22/2023 | Ameriprise Financial Inc. | 1,065,168 | $114.64M | 0.0% | +2.2% | 0.352% | |
5/22/2023 | American Trust | 2,126 | $0.30M | 0.0% | N/A | 0.001% | |
5/18/2023 | Guardian Wealth Advisors LLC | 1,426 | $0.15M | 0.0% | N/A | 0.000% | |
5/18/2023 | Titleist Asset Management LLC | 4,809 | $0.52M | 0.1% | N/A | 0.002% | |
5/18/2023 | JPMorgan Chase & Co. | 7,618,492 | $820.82M | 0.1% | -8.0% | 2.518% | |
5/18/2023 | Centaurus Financial Inc. | 5,978 | $0.64M | 0.1% | +15.4% | 0.002% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 14,053 | $1.51M | 0.0% | +14.2% | 0.005% | |
5/17/2023 | Westside Investment Management Inc. | 18,196 | $1.96M | 0.6% | +1.3% | 0.006% | |
5/17/2023 | Advisory Services Network LLC | 128,829 | $13.88M | 0.4% | +48.0% | 0.043% | |
5/17/2023 | Rockefeller Capital Management L.P. | 153,445 | $16.53M | 0.1% | +2.1% | 0.051% | |
5/17/2023 | Providence Capital Advisors LLC | 25,319 | $0.24M | 0.0% | +10,674.0% | 0.008% | |
5/17/2023 | Apexium Financial LP | 30,117 | $3.25M | 0.3% | -20.5% | 0.010% | |
5/17/2023 | Thrivent Financial for Lutherans | 345,123 | $37.14M | 0.1% | +15.8% | 0.114% | |
5/17/2023 | Sunbelt Securities Inc. | 3,470 | $0.37M | 0.1% | -4.1% | 0.001% | |
5/17/2023 | Gerber Kawasaki Wealth & Investment Management | 38,380 | $4.14M | 0.3% | +7.3% | 0.013% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 2,513,354 | $268.99M | 1.2% | +8.2% | 0.831% | |
5/16/2023 | Red Tortoise LLC | 60,839 | $6.56M | 4.4% | +0.7% | 0.020% | |
5/16/2023 | MidWestOne Financial Group Inc. | 46,047 | $4.96M | 1.1% | +6.2% | 0.015% | |
5/16/2023 | Anson Capital Inc. | 2,386 | $0.26M | 0.4% | -42.2% | 0.001% | |
5/16/2023 | Waverly Advisors LLC | 88,060 | $9.49M | 0.5% | -11.2% | 0.029% | |
5/16/2023 | IMA Wealth Inc. | 705 | $76K | 0.0% | N/A | 0.000% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 1,216 | $0.13M | 0.0% | +14.0% | 0.000% | |
5/16/2023 | Vertex Planning Partners LLC | 3,615 | $0.39M | 0.1% | -46.2% | 0.001% | |
5/16/2023 | Hancock Whitney Corp | 47,676 | $5.14M | 0.2% | -65.3% | 0.016% | |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 70,781 | $7.61M | 0.0% | +23.4% | 0.023% | |
5/16/2023 | Colony Group LLC | 216,660 | $23.34M | 0.3% | -53.4% | 0.072% | |
5/16/2023 | Apollon Wealth Management LLC | 58,753 | $6.33M | 0.4% | +27.1% | 0.019% | |
5/16/2023 | Jane Street Group LLC | 3,727 | $0.40M | 0.0% | -63.1% | 0.001% | |
|
5/16/2023 | Spotlight Asset Group Inc. | 4,900 | $0.50M | 0.5% | N/A | 0.002% | |
5/16/2023 | Simon Quick Advisors LLC | 4,596 | $0.50M | 0.1% | -11.5% | 0.002% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 171,329 | $18.46M | 0.3% | -16.5% | 0.057% | |
5/16/2023 | Syntegra Private Wealth Group LLC | 12,796 | $1.38M | 0.2% | +9.8% | 0.004% | |
5/16/2023 | First Trust Advisors LP | 6,813 | $0.73M | 0.0% | +5.1% | 0.002% | |
5/16/2023 | Family Management Corp | 284 | $31K | 0.0% | -89.2% | 0.000% | |
5/16/2023 | First Citizens Asset Management Inc. | 128,590 | $13.85M | 5.8% | +124.4% | 0.042% | |
5/16/2023 | First Horizon Advisors Inc. | 50,185 | $5.41M | 0.2% | -39.3% | 0.017% | |
5/16/2023 | Gallagher Fiduciary Advisors LLC | 4,878 | $0.53M | 0.0% | N/A | 0.002% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 46,500 | $5.01M | 0.8% | -12.1% | 0.015% | |
5/16/2023 | Harbour Investments Inc. | 8,168 | $0.88M | 0.0% | -15.9% | 0.003% | |
5/16/2023 | HBK Sorce Advisory LLC | 19,813 | $3.21M | 0.0% | -1.9% | 0.007% | |
5/16/2023 | Ascendant Capital Management LLC | 33,000 | $3.56M | 4.7% | +94.1% | 0.011% | |
5/16/2023 | Balyasny Asset Management L.P. | 7,822 | $0.84M | 0.0% | N/A | 0.003% | |
5/16/2023 | BSW Wealth Partners | 24,696 | $2.66M | 0.5% | -4.6% | 0.008% | |
5/16/2023 | Belpointe Asset Management LLC | 23,772 | $2.56M | 0.1% | +20.1% | 0.008% | |
5/16/2023 | Betterment LLC | 9,750,254 | $1.05B | 3.4% | +0.8% | 3.222% | |
5/16/2023 | BlueCrest Capital Management Ltd | 259,384 | $27.95M | 0.9% | +173.4% | 0.086% | |
5/15/2023 | Schonfeld Strategic Advisors LLC | 21,337 | $2.30M | 0.0% | N/A | 0.007% | |
5/15/2023 | Meeder Advisory Services Inc. | 483,012 | $52.04M | 6.0% | +6.9% | 0.160% | |
5/15/2023 | Lido Advisors LLC | 158,053 | $17.03M | 0.2% | +394.6% | 0.052% | |
5/15/2023 | Hoxton Planning & Management LLC | 9,753 | $1.05M | 0.6% | -32.1% | 0.003% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 33,897 | $3.65M | 0.1% | +240.7% | 0.011% | |
5/15/2023 | NCM Capital Management LLC | 3,999 | $0.43M | 0.3% | -36.7% | 0.001% | |
5/15/2023 | Certified Advisory Corp | 6,983 | $0.75M | 0.1% | N/A | 0.002% | |
5/15/2023 | Fiduciary Trust Co. | 31,145 | $3.36M | 0.1% | +1.7% | 0.010% | |
5/15/2023 | United Services Automobile Association | 19,014 | $2.05M | 0.1% | -4.2% | 0.006% | |
5/15/2023 | Retirement Investment Advisors Inc. | 256,258 | $27.61M | 4.9% | +138.8% | 0.085% | |
5/15/2023 | Meeder Asset Management Inc. | 38,244 | $4.12M | 0.3% | +10.4% | 0.013% | |
5/15/2023 | Cornerstone Wealth Management LLC | 25,946 | $2.80M | 0.3% | N/A | 0.009% | |
5/15/2023 | Ambassador Advisors LLC | 16,835 | $1.81M | 0.4% | +3,683.1% | 0.006% | |
5/15/2023 | IHT Wealth Management LLC | 17,035 | $1.84M | 0.1% | -7.5% | 0.006% | |
5/15/2023 | Advisory Resource Group | 13,731 | $1.48M | 0.4% | +2.8% | 0.005% | |
5/15/2023 | Mill Creek Capital Advisors LLC | 6,059 | $0.65M | 0.0% | -81.2% | 0.002% | |
5/15/2023 | Pensionmark Financial Group LLC | 31,424 | $3.39M | 0.7% | +8.3% | 0.010% | |
5/15/2023 | Peapack Gladstone Financial Corp | 21,423 | $2.30M | 0.0% | +13.2% | 0.007% | |
5/15/2023 | PGIM Custom Harvest LLC | 2,229 | $0.24M | 0.0% | N/A | 0.001% | |
5/15/2023 | KLR Investment Advisors LLC | 8,321 | $0.90M | 0.8% | N/A | 0.003% | |
5/15/2023 | Dravo Bay LLC | 44,013 | $4.74M | 3.6% | +18.7% | 0.015% | |
5/15/2023 | Equitable Holdings Inc. | 165,388 | $17.82M | 0.3% | +0.4% | 0.055% | |
5/15/2023 | Advisor Partners II LLC | 68,826 | $7.42M | 0.4% | N/A | 0.023% | |
5/15/2023 | Deutsche Bank AG | 112,934 | $12.17M | 0.0% | -22.5% | 0.037% | |
5/15/2023 | Manhattan West Asset Management LLC | 37,009 | $3.99M | 1.7% | +4.3% | 0.012% | |
5/15/2023 | Cetera Investment Advisers | 812,504 | $87.54M | 0.8% | -3.3% | 0.269% | |
5/15/2023 | Stephens Inc. AR | 49,876 | $5.37M | 0.1% | +0.3% | 0.016% | |
5/15/2023 | Avalon Investment & Advisory | 11,498 | $1.24M | 0.0% | -17.5% | 0.004% | |
5/15/2023 | Matrix Private Capital Group LLC | 7,416 | $0.80M | 0.6% | -3.8% | 0.002% | |
5/15/2023 | Gerber Kawasaki Wealth & Investment Management | 38,380 | $4.14M | 0.3% | +7.3% | 0.013% | |
5/15/2023 | Crabel Capital Management LLC | 46,603 | $5.02M | 2.2% | +40.2% | 0.015% | |
5/15/2023 | Flow Traders U.S. LLC | 40,944 | $4.41M | 0.2% | N/A | 0.014% | |
|
5/15/2023 | Freestone Capital Holdings LLC | 88,150 | $9.50M | 0.4% | -6.0% | 0.029% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 4,013 | $0.43M | 0.0% | +2.5% | 0.001% | |
5/15/2023 | Jacobson & Schmitt Advisors LLC | 28,326 | $3.05M | 0.9% | -5.3% | 0.009% | |
5/15/2023 | Relative Value Partners Group LLC | 98,467 | $10.61M | 0.7% | +15.2% | 0.033% | |
5/15/2023 | Sheets Smith Wealth Management | 108 | $4.63M | 0.7% | -99.8% | 0.000% | |
5/15/2023 | Sand Hill Global Advisors LLC | 44,834 | $4.83M | 0.3% | -56.8% | 0.015% | |
5/15/2023 | VitalStone Financial LLC | 1,615 | $0.19M | 0.2% | -50.9% | 0.001% | |
5/12/2023 | Veritable L.P. | 44,909 | $4.84M | 0.1% | -67.3% | 0.015% | |
5/12/2023 | Renaissance Technologies LLC | 82,853 | $8.93M | 0.0% | +199.1% | 0.027% | |
5/12/2023 | Private Portfolio Partners LLC | 6,126 | $0.66M | 0.2% | -37.8% | 0.002% | |