6/5/2023 | EP Wealth Advisors LLC | 32,087 | $12.07M | 0.2% | N/A | 0.062% | |
5/31/2023 | FC Advisory LLC | 4,948 | $0.96M | 0.4% | +26.2% | 0.010% | |
5/30/2023 | Fullen Financial Group | 25,334 | $4.83M | 2.6% | +15.2% | 0.049% | |
5/25/2023 | Empower Advisory Group LLC | 1,667 | $0.32M | 0.0% | N/A | 0.003% | |
5/22/2023 | Arete Wealth Advisors LLC | 1,380 | $0.27M | 0.0% | N/A | 0.003% | |
5/22/2023 | Ameriprise Financial Inc. | 251,725 | $49.01M | 0.0% | -7.9% | 0.485% | |
|
5/18/2023 | HNP Capital LLC | 2,530 | $0.49M | 0.1% | -32.4% | 0.005% | |
5/18/2023 | Courier Capital LLC | 3,944 | $0.77M | 0.1% | +5.8% | 0.008% | |
5/18/2023 | Titleist Asset Management LLC | 8,627 | $1.68M | 0.4% | N/A | 0.017% | |
5/18/2023 | JPMorgan Chase & Co. | 127,716 | $24.89M | 0.0% | -0.2% | 0.246% | |
5/18/2023 | Centaurus Financial Inc. | 4,443 | $0.87M | 0.1% | +9.6% | 0.009% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 14,775 | $2.88M | 0.1% | -1.8% | 0.028% | |
5/17/2023 | Advisory Services Network LLC | 10,981 | $2.14M | 0.1% | +239.1% | 0.021% | |
5/17/2023 | Rockefeller Capital Management L.P. | 139,418 | $27.17M | 0.1% | -0.9% | 0.269% | |
5/17/2023 | Thrivent Financial for Lutherans | 6,766 | $1.31M | 0.0% | -37.5% | 0.013% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 15,828 | $3.09M | 0.0% | -10.8% | 0.030% | |
5/16/2023 | EWA LLC | 2,160 | $0.41M | 0.3% | N/A | 0.004% | |
5/16/2023 | MidWestOne Financial Group Inc. | 9,005 | $1.76M | 0.4% | +18.1% | 0.017% | |
5/16/2023 | Waverly Advisors LLC | 366,119 | $71.35M | 3.7% | -3.1% | 0.705% | |
5/16/2023 | Wick Capital Partners LLC | 3,179 | $0.62M | 0.4% | -11.1% | 0.006% | |
5/16/2023 | Vertex Planning Partners LLC | 1,538 | $0.30M | 0.1% | +9.2% | 0.003% | |
5/16/2023 | Kayne Anderson Rudnick Investment Management LLC | 131 | $26K | 0.0% | -89.6% | 0.000% | |
5/16/2023 | SRS Capital Advisors Inc. | 904 | $0.18M | 0.0% | -12.8% | 0.002% | |
5/16/2023 | Colony Group LLC | 19,994 | $3.90M | 0.1% | -24.6% | 0.039% | |
5/16/2023 | Silvercrest Asset Management Group LLC | 4,949 | $0.97M | 0.0% | -56.2% | 0.010% | |
5/16/2023 | Simon Quick Advisors LLC | 6,348 | $1.24M | 0.1% | -1.0% | 0.012% | |
5/16/2023 | SWAN Capital LLC | 55,485 | $10.81M | 10.4% | N/A | 0.107% | |
5/16/2023 | Snowden Capital Advisors LLC | 1,929 | $0.38M | 0.0% | +18.9% | 0.004% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 21,306 | $4.15M | 0.1% | -1.3% | 0.041% | |
5/16/2023 | Falcon Wealth Planning | 5,581 | $1.09M | 0.3% | -3.3% | 0.011% | |
5/16/2023 | First Horizon Advisors Inc. | 60,333 | $11.76M | 0.4% | -0.2% | 0.116% | |
5/16/2023 | First Western Trust Bank | 4,597 | $0.90M | 0.0% | -3.2% | 0.009% | |
5/16/2023 | Harbour Investments Inc. | 4,626 | $0.90M | 0.0% | +12.3% | 0.009% | |
5/16/2023 | HBK Sorce Advisory LLC | 954 | $0.28M | 0.0% | N/A | 0.002% | |
5/16/2023 | Betterment LLC | 41,872 | $8.16M | 0.0% | -1.8% | 0.081% | |
5/15/2023 | Lido Advisors LLC | 1,446 | $0.28M | 0.0% | N/A | 0.003% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 229,491 | $44.73M | 1.1% | +36.6% | 0.442% | |
5/15/2023 | Certified Advisory Corp | 1,776 | $0.35M | 0.1% | -19.9% | 0.003% | |
5/15/2023 | Cornerstone Wealth Management LLC | 2,745 | $0.54M | 0.1% | N/A | 0.005% | |
5/15/2023 | Pensionmark Financial Group LLC | 64,184 | $12.51M | 2.6% | +1,633.3% | 0.124% | |
|
5/15/2023 | Peapack Gladstone Financial Corp | 1,389 | $0.27M | 0.0% | -7.1% | 0.003% | |
5/15/2023 | Washington Trust Bank | 2,897 | $0.57M | 0.1% | +157.7% | 0.006% | |
5/15/2023 | Equitable Holdings Inc. | 158,047 | $30.80M | 0.5% | +5.7% | 0.305% | |
5/15/2023 | Cetera Investment Advisers | 97,679 | $19.04M | 0.2% | +4.8% | 0.188% | |
5/15/2023 | Stephens Inc. AR | 21,322 | $4.16M | 0.1% | +1.5% | 0.041% | |
5/15/2023 | Asset Management Group Inc. | 20,963 | $4.09M | 0.9% | +0.8% | 0.040% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 7,836 | $1.53M | 0.3% | -18.3% | 0.015% | |
5/15/2023 | Flow Traders U.S. LLC | 1,195 | $0.23M | 0.0% | N/A | 0.002% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 2,484 | $0.48M | 0.0% | -5.9% | 0.005% | |
5/15/2023 | Logan Capital Management Inc. | 293 | $57K | 0.0% | -92.9% | 0.001% | |
5/15/2023 | MAS Advisors LLC | 13,718 | $2.67M | 2.6% | -1.3% | 0.026% | |
5/12/2023 | Prospera Financial Services Inc | 3,318 | $0.65M | 0.0% | -4.8% | 0.006% | |
5/12/2023 | 1832 Asset Management L.P. | 183,255 | $35.72M | 0.1% | -3.5% | 0.353% | |
5/12/2023 | Cresset Asset Management LLC | 13,570 | $2.65M | 0.1% | +8.2% | 0.026% | |
5/12/2023 | Stifel Financial Corp | 421,532 | $82.16M | 0.1% | -4.6% | 0.812% | |
5/12/2023 | Nwam LLC | 15,029 | $2.93M | 0.3% | -36.6% | 0.029% | |
5/12/2023 | Continuum Advisory LLC | 3,780 | $0.74M | 0.1% | -4.3% | 0.007% | |
5/12/2023 | BlackRock Inc. | 553 | $0.11M | 0.0% | -11.4% | 0.001% | |
5/12/2023 | Bleakley Financial Group LLC | 11,928 | $2.33M | 0.1% | -16.9% | 0.023% | |
5/12/2023 | MML Investors Services LLC | 136,813 | $26.66M | 0.2% | -2.5% | 0.264% | |
5/12/2023 | BNP Paribas Arbitrage SNC | 37,470 | $7.30M | 0.0% | +20.7% | 0.072% | |
5/12/2023 | Argent Trust Co | 7,368 | $1.44M | 0.1% | +5.0% | 0.014% | |
5/12/2023 | Cassady Schiller Wealth Management LLC | 13,662 | $2.66M | 1.3% | +17.5% | 0.026% | |
5/12/2023 | Bank of America Corp DE | 1,785,235 | $347.92M | 0.0% | -1.6% | 3.440% | |
5/12/2023 | Clark Financial Services Group Inc. BD | 13,490 | $2.63M | 3.9% | -5.3% | 0.026% | |
5/12/2023 | Crestwood Advisors Group LLC | 4,360 | $0.85M | 0.0% | +15.2% | 0.008% | |
5/12/2023 | O Shaughnessy Asset Management LLC | 1,003 | $0.20M | 0.0% | +750.0% | 0.002% | |
5/12/2023 | Prudential Financial Inc. | 53,154 | $10.36M | 0.0% | -0.5% | 0.102% | |
5/12/2023 | Rehmann Capital Advisory Group | 1,225 | $0.24M | 0.0% | -6.9% | 0.002% | |
5/12/2023 | HRT Financial LP | 11,747 | $2.29M | 0.0% | +51.7% | 0.023% | |
5/12/2023 | Goepper Burkhardt LLC | 35,505 | $6.92M | 4.5% | -1.4% | 0.068% | |
5/12/2023 | Gallacher Capital Management LLC | 1,111 | $0.22M | 0.1% | N/A | 0.002% | |
5/12/2023 | UBS Group AG | 1,296,330 | $252.64M | 0.1% | +0.9% | 2.498% | |
5/12/2023 | NewEdge Advisors LLC | 108,899 | $21.20M | 0.3% | +1.4% | 0.210% | |
5/12/2023 | Moloney Securities Asset Management LLC | 2,045 | $0.40M | 0.1% | N/A | 0.004% | |
5/12/2023 | Blair William & Co. IL | 19,605 | $3.82M | 0.0% | -2.7% | 0.038% | |
5/12/2023 | Wellington Management Group LLP | 344,638 | $67.17M | 0.0% | N/A | 0.664% | |
5/12/2023 | First Republic Investment Management Inc. | 449,278 | $87.56M | 0.2% | -1.7% | 0.866% | |
5/12/2023 | CIBC Private Wealth Group LLC | 21,356 | $3.44M | 0.0% | -49.3% | 0.041% | |
5/12/2023 | HighTower Advisors LLC | 61,526 | $12M | 0.0% | +2.1% | 0.119% | |
5/11/2023 | Colonial Trust Advisors | 6,922 | $1.35M | 0.2% | -7.6% | 0.013% | |
5/11/2023 | Consolidated Portfolio Review Corp | 8,418 | $1.64M | 0.4% | N/A | 0.016% | |
5/11/2023 | Colonial Trust Co SC | 7,800 | $1.52M | 0.4% | -6.7% | 0.015% | |
5/11/2023 | Black Diamond Financial LLC | 39,671 | $7.73M | 2.5% | +13.8% | 0.076% | |
5/11/2023 | BOKF NA | 16,417 | $3.20M | 0.1% | -8.1% | 0.032% | |
5/11/2023 | Balentine LLC | 288 | $56K | 0.0% | N/A | 0.001% | |
5/11/2023 | PFG Investments LLC | 1,412 | $0.28M | 0.1% | N/A | 0.003% | |
5/11/2023 | Synovus Financial Corp | 52,277 | $10.19M | 0.1% | +11.5% | 0.101% | |
5/11/2023 | Jones Financial Companies Lllp | 710,742 | $138.52M | 0.2% | -2.6% | 1.369% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 52,539 | $10.24M | 0.1% | +18.7% | 0.101% | |
|
5/11/2023 | Planning Directions Inc. | 11,844 | $2.31M | 1.7% | +9.0% | 0.023% | |
5/11/2023 | EverSource Wealth Advisors LLC | 6,311 | $1.23M | 0.2% | +3.1% | 0.012% | |
5/11/2023 | Forte Capital LLC ADV | 1,210 | $0.24M | 0.0% | N/A | 0.002% | |
5/11/2023 | FMR LLC | 323,188 | $62.99M | 0.0% | -3.5% | 0.623% | |
5/11/2023 | Cerity Partners LLC | 20,445 | $40.80M | 0.1% | -0.7% | 0.039% | |
5/11/2023 | Financial Advocates Investment Management | 10,331 | $2.01M | 0.1% | -33.1% | 0.020% | |
5/11/2023 | Natixis Advisors L.P. | 113,468 | $22.11M | 0.1% | -8.0% | 0.219% | |
5/11/2023 | Barrett & Company Inc. | 224 | $44K | 0.0% | N/A | 0.000% | |
5/11/2023 | Kovitz Investment Group Partners LLC | 18,069 | $3.52M | 0.1% | -22.3% | 0.035% | |
5/11/2023 | Commonwealth Equity Services LLC | 382,998 | $74.64M | 0.2% | +0.8% | 0.738% | |