9/12/2023 | Farther Finance Advisors LLC | 54,496 | $2.62M | 0.6% | +27.4% | 0.021% | |
8/30/2023 | Cooperman Leon G | 13,864 | $0.67M | 0.0% | +98.9% | 0.005% | |
8/30/2023 | Western Wealth Management LLC | 13,181 | $0.63M | 0.1% | +62.5% | 0.005% | |
8/29/2023 | Myecfo LLC | 48,300 | $2.32M | 1.2% | -30.4% | 0.019% | |
8/22/2023 | Asset Dedication LLC | 1,913 | $92K | 0.0% | -52.2% | 0.001% | |
8/21/2023 | Osaic Holdings Inc. | 780,423 | $37.50M | 0.1% | -16.2% | 0.301% | |
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8/17/2023 | Orion Portfolio Solutions LLC | 9,127 | $0.44M | 0.0% | +53.9% | 0.004% | |
8/17/2023 | Imprint Wealth LLC | 8,675 | $0.42M | 0.0% | N/A | 0.003% | |
8/16/2023 | CreativeOne Wealth LLC | 138,719 | $6.67M | 0.3% | -2.2% | 0.053% | |
8/16/2023 | GTS Securities LLC | 29,371 | $1.41M | 0.0% | N/A | 0.011% | |
8/15/2023 | Imprint Wealth LLC | 416,920 | $41.69M | 0.2% | N/A | 0.161% | |
8/15/2023 | Wells Fargo & Company MN | 301,374 | $14.48M | 0.0% | +2.6% | 0.116% | |
8/15/2023 | IMA Wealth Inc. | 5,981 | $0.29M | 0.1% | -72.2% | 0.002% | |
8/15/2023 | Cape Cod Five Cents Savings Bank | 31,106 | $1.50M | 0.2% | -11.5% | 0.012% | |
8/15/2023 | Atlas Capital Advisors LLC | 4,079 | $0.20M | 0.0% | +7.5% | 0.002% | |
8/15/2023 | Retirement Group LLC | 19,232 | $0.92M | 0.4% | -17.5% | 0.007% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 9,992 | $0.48M | 0.0% | +77.4% | 0.004% | |
8/15/2023 | Integrated Wealth Concepts LLC | 109,211 | $5.25M | 0.1% | +1.3% | 0.042% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 18,047 | $0.87M | 0.0% | +2,873.1% | 0.007% | |
8/15/2023 | IHT Wealth Management LLC | 10,064 | $0.48M | 0.0% | +9.6% | 0.004% | |
8/15/2023 | Goldman Sachs Group Inc. | 243,120 | $11.68M | 0.0% | +45.1% | 0.094% | |
8/15/2023 | Belpointe Asset Management LLC | 18,454 | $0.89M | 0.1% | +645.6% | 0.007% | |
8/15/2023 | Ambassador Advisors LLC | 2,722 | $0.13M | 0.0% | -51.0% | 0.001% | |
8/15/2023 | Harbour Investments Inc. | 170,430 | $8.19M | 0.4% | -1.3% | 0.066% | |
8/15/2023 | Captrust Financial Advisors | 446,814 | $21.47M | 0.1% | +8.2% | 0.172% | |
8/15/2023 | Royal Bank of Canada | 819,368 | $39.38M | 0.0% | +17.7% | 0.316% | |
8/15/2023 | Rockefeller Capital Management L.P. | 78,678 | $3.78M | 0.0% | +25.7% | 0.030% | |
8/15/2023 | Segall Bryant & Hamill LLC | 12,661 | $0.61M | 0.0% | -4.5% | 0.005% | |
8/15/2023 | Stifel Financial Corp | 2,274,840 | $109.33M | 0.1% | +1.4% | 0.877% | |
8/15/2023 | Greenline Partners LLC | 1,042,786 | $53.96M | 10.1% | +553.0% | 0.402% | |
8/15/2023 | Beacon Pointe Advisors LLC | 4,858 | $0.23M | 0.0% | -67.3% | 0.002% | |
8/15/2023 | C M Bidwell & Associates Ltd. | 10,479 | $0.50M | 0.4% | +19.2% | 0.004% | |
8/15/2023 | Cahill Financial Advisors Inc. | 17,624 | $0.85M | 0.1% | +124.3% | 0.007% | |
8/15/2023 | Cedar Wealth Management LLC | 80,383 | $3.86M | 1.5% | -23.1% | 0.031% | |
8/14/2023 | Vivaldi Capital Management LP | 260,493 | $12.52M | 3.9% | -5.0% | 0.100% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 1,165,062 | $55.99M | 0.2% | +7.1% | 0.449% | |
8/14/2023 | Orion Portfolio Solutions LLC | 9,127 | $0.44M | 0.0% | +53.9% | 0.004% | |
8/14/2023 | Fort Point Capital Partners LLC | 4,945 | $0.24M | 0.0% | -29.0% | 0.002% | |
8/14/2023 | United Capital Financial Advisers LLC | 108,233 | $5.20M | 0.0% | +2.4% | 0.042% | |
8/14/2023 | Chilton Capital Management LLC | 7,713 | $0.37M | 0.0% | +28.1% | 0.003% | |
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8/14/2023 | Morningstar Investment Management LLC | 1,639,097 | $78.78M | 12.8% | -20.4% | 0.632% | |
8/14/2023 | IFP Advisors Inc | 52,442 | $2.52M | 0.1% | -10.9% | 0.020% | |
8/14/2023 | Resurgent Financial Advisors LLC | 9,430 | $0.45M | 0.3% | -7.6% | 0.004% | |
8/14/2023 | Morningstar Investment Services LLC | 46,600 | $2.24M | 0.0% | +1.7% | 0.018% | |
8/14/2023 | Perennial Investment Advisors LLC | 5,388 | $0.26M | 0.0% | N/A | 0.002% | |
8/14/2023 | State Street Corp | 1,550,000 | $74.49M | 0.0% | N/A | 0.598% | |
8/14/2023 | MML Investors Services LLC | 164,455 | $7.90M | 0.0% | -2.8% | 0.063% | |
8/14/2023 | Bleakley Financial Group LLC | 67,590 | $3.25M | 0.1% | -2.9% | 0.026% | |
8/14/2023 | Buckingham Strategic Partners | 4,569 | $0.22M | 0.0% | -24.0% | 0.002% | |
8/14/2023 | Thrivent Financial for Lutherans | 863,054 | $41.48M | 0.1% | +28.4% | 0.333% | |
8/14/2023 | Eqis Capital Management Inc. | 112,813 | $5.42M | 0.6% | +1.2% | 0.043% | |
8/11/2023 | FLC Capital Advisors | 713,899 | $34.31M | 10.0% | +5.7% | 0.275% | |
8/11/2023 | Act Two Investors LLC | 112,952 | $5.43M | 1.5% | +12.8% | 0.044% | |
8/11/2023 | Baird Financial Group Inc. | 23,299 | $1.12M | 0.0% | -7.3% | 0.009% | |
8/11/2023 | BlackRock Inc. | 126,332 | $6.07M | 0.0% | +505,228.0% | 0.049% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 99,719 | $4.79M | 0.1% | -24.9% | 0.038% | |
8/11/2023 | Visionary Wealth Advisors | 7,620 | $0.37M | 0.0% | -37.7% | 0.003% | |
8/11/2023 | Kestra Advisory Services LLC | 6,281 | $0.30M | 0.0% | -13.8% | 0.002% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 50,411 | $2.42M | 0.0% | +47.7% | 0.019% | |
8/11/2023 | Trexquant Investment LP | 7,836 | $0.38M | 0.0% | N/A | 0.003% | |
8/11/2023 | Northeast Financial Group Inc. | 339,823 | $16.33M | 10.5% | N/A | 0.131% | |
8/11/2023 | Sei Investments Co. | 6,457,919 | $310.37M | 0.5% | +0.3% | 2.490% | |
8/11/2023 | Per Stirling Capital Management LLC. | 16,060 | $0.77M | 0.2% | -37.3% | 0.006% | |
8/11/2023 | JPMorgan Chase & Co. | 40,667,099 | $1.95B | 0.2% | +140.2% | 15.680% | |
8/11/2023 | PNC Financial Services Group Inc. | 850,169 | $40.86M | 0.0% | -4.4% | 0.328% | |
8/10/2023 | Osaic Holdings Inc. | 8,153,172 | $30.13M | 0.1% | +775.0% | 3.144% | |
8/10/2023 | Nelson Capital Management LLC | 14,690 | $0.71M | 0.2% | -23.8% | 0.006% | |
8/10/2023 | Elmwood Wealth Management Inc. | 24,058 | $1.16M | 0.5% | -18.6% | 0.009% | |
8/10/2023 | Lake Street Advisors Group LLC | 10,639 | $0.51M | 0.0% | N/A | 0.004% | |
8/10/2023 | Commonwealth Equity Services LLC | 79,923 | $3.84M | 0.0% | +2.1% | 0.031% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 236,779 | $11.38M | 0.0% | +46.9% | 0.091% | |
8/10/2023 | Blume Capital Management Inc. | 231,350 | $11.12M | 3.3% | +2.6% | 0.089% | |
8/10/2023 | Frontier Asset Management LLC | 10,848 | $0.52M | 0.2% | +35.5% | 0.004% | |
8/10/2023 | National Wealth Management Group LLC | 10,582 | $0.51M | 0.5% | +10.8% | 0.004% | |
8/10/2023 | US Bancorp DE | 36,631 | $1.76M | 0.0% | +50.8% | 0.014% | |
8/10/2023 | Clarius Group LLC | 17,560 | $0.84M | 0.1% | +12.8% | 0.007% | |
8/10/2023 | Private Advisor Group LLC | 97,497 | $4.69M | 0.0% | +12.0% | 0.038% | |
8/10/2023 | Alliance Wealth Management Group | 39,455 | $1.90M | 0.6% | -31.7% | 0.015% | |
8/10/2023 | Cetera Advisors LLC | 53,574 | $2.58M | 0.0% | +24.6% | 0.021% | |
8/10/2023 | Cetera Advisor Networks LLC | 82,999 | $3.99M | 0.0% | +83.8% | 0.032% | |
8/10/2023 | Charles Schwab Investment Management Inc. | 3,976,560 | $191.11M | 0.1% | +18.2% | 1.533% | |
8/10/2023 | Financial Architects Inc | 35,878 | $1.72M | 0.3% | +27.0% | 0.014% | |
8/10/2023 | Cetera Investment Advisers | 131,302 | $6.31M | 0.1% | +29.6% | 0.051% | |
8/10/2023 | Charles Schwab Investment Advisory Inc. | 44,310 | $2.13M | 0.0% | -1.4% | 0.017% | |
8/9/2023 | Bell Investment Advisors Inc | 854,343 | $41.06M | 9.1% | +3.5% | 0.329% | |
8/9/2023 | Altfest L J & Co. Inc. | 7,709 | $0.37M | 0.1% | +8.3% | 0.003% | |
8/9/2023 | Flow Traders U.S. LLC | 6,155 | $0.30M | 0.0% | -84.7% | 0.002% | |
8/9/2023 | Diversified Portfolios Inc. | 57,667 | $2.77M | 0.6% | +3.9% | 0.022% | |
8/9/2023 | Alesco Advisors LLC | 235,026 | $11.30M | 0.4% | -76.0% | 0.091% | |
8/9/2023 | Roundview Capital LLC | 331,762 | $15.94M | 1.6% | -2.1% | 0.128% | |
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8/9/2023 | Lido Advisors LLC | 9,300 | $0.45M | 0.0% | N/A | 0.004% | |
8/9/2023 | Sheets Smith Wealth Management | 78,447 | $3.77M | 0.6% | +29.2% | 0.030% | |
8/9/2023 | Kalos Management Inc. | 41,228 | $1.98M | 4.3% | -5.3% | 0.016% | |
8/9/2023 | Soltis Investment Advisors LLC | 190,344 | $9.15M | 1.1% | +1.7% | 0.073% | |
8/8/2023 | Synovus Financial Corp | 106,839 | $5.14M | 0.1% | -7.2% | 0.041% | |
8/8/2023 | Kestra Private Wealth Services LLC | 5,407 | $0.26M | 0.0% | +5.3% | 0.002% | |
8/8/2023 | Smithfield Trust Co | 39,378 | $1.89M | 0.1% | N/A | 0.015% | |
8/8/2023 | Claro Advisors LLC | 6,068 | $0.29M | 0.1% | N/A | 0.002% | |
8/8/2023 | Clearwater Capital Advisors LLC | 793,113 | $38.12M | 4.5% | N/A | 0.306% | |
8/8/2023 | Sequoia Financial Advisors LLC | 31,416 | $1.51M | 0.0% | +6.7% | 0.012% | |