10/4/2023 | Salem Investment Counselors Inc. | 972 | $0.19M | 0.0% | -6.8% | 0.001% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 1,255 | $0.25M | 0.0% | -10.0% | 0.001% | |
9/29/2023 | Schoolcraft Capital LLC | 1,472 | $0.30M | 0.1% | N/A | 0.001% | |
9/21/2023 | Baystate Wealth Management LLC | 15,101 | $3.06M | 0.2% | +10.9% | 0.011% | |
9/13/2023 | CGC Financial Services LLC | 3,553 | $0.72M | 0.5% | N/A | 0.003% | |
9/7/2023 | Strategic Financial Concepts LLC | 11,390 | $2.31M | 0.9% | +4.3% | 0.008% | |
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9/1/2023 | Portside Wealth Group LLC | 1,458 | $0.30M | 0.0% | N/A | 0.001% | |
8/29/2023 | Garde Capital Inc. | 434,296 | $88.04M | 7.3% | +3,986.3% | 0.313% | |
8/28/2023 | DT Investment Partners LLC | 379 | $79K | 0.0% | +154.4% | 0.000% | |
8/23/2023 | Headinvest LLC | 48,032 | $9.78M | 2.1% | -2.2% | 0.035% | |
8/23/2023 | Rehmann Capital Advisory Group | 4,469 | $0.91M | 0.1% | +22.3% | 0.003% | |
8/22/2023 | Idaho Trust Bank | 50,303 | $10.20M | 6.4% | N/A | 0.036% | |
8/21/2023 | VitalStone Financial LLC | 2,624 | $0.49M | 0.3% | -15.6% | 0.002% | |
8/21/2023 | Osaic Holdings Inc. | 526,197 | $106.68M | 0.2% | -1.2% | 0.380% | |
8/17/2023 | Orion Portfolio Solutions LLC | 6,753 | $1.37M | 0.0% | +399.5% | 0.005% | |
8/16/2023 | TD Capital Management LLC | 93,702 | $19M | 2.3% | -0.6% | 0.068% | |
8/16/2023 | Resources Management Corp CT ADV | 210 | $43K | 0.0% | -93.7% | 0.000% | |
8/15/2023 | Alliancebernstein L.P. | 23,841 | $4.83M | 0.0% | -56.2% | 0.017% | |
8/15/2023 | Equitable Holdings Inc. | 335,309 | $67.97M | 1.0% | -4.5% | 0.242% | |
8/15/2023 | Wells Fargo & Company MN | 1,090,445 | $221.06M | 0.1% | +4.6% | 0.787% | |
8/15/2023 | Objective Capital Management LLC | 16,421 | $3.33M | 2.9% | -8.7% | 0.012% | |
8/15/2023 | Jaffetilchin Investment Partners LLC | 195,300 | $39.59M | 4.2% | -2.6% | 0.141% | |
8/15/2023 | Strategic Investment Solutions Inc. IL | 232 | $47K | 0.0% | -44.2% | 0.000% | |
8/15/2023 | Bragg Financial Advisors Inc | 18,970 | $3.85M | 0.2% | -4.1% | 0.014% | |
8/15/2023 | Natixis Advisors L.P. | 24,112 | $4.89M | 0.0% | +2.3% | 0.017% | |
8/15/2023 | Moneta Group Investment Advisors LLC | 939,693 | $190.50M | 4.2% | +4.0% | 0.678% | |
8/15/2023 | Integrated Wealth Concepts LLC | 19,101 | $3.87M | 0.1% | +15.2% | 0.014% | |
8/15/2023 | Raymond James Trust N.A. | 9,779 | $1.98M | 0.1% | +2.7% | 0.007% | |
8/15/2023 | Benjamin F. Edwards & Company Inc. | 1,261 | $0.26M | 0.0% | +44.8% | 0.001% | |
8/15/2023 | Colony Group LLC | 365,533 | $74.10M | 1.1% | +1.5% | 0.264% | |
8/15/2023 | IHT Wealth Management LLC | 6,558 | $1.33M | 0.1% | +9.3% | 0.005% | |
8/15/2023 | Centaurus Financial Inc. | 983 | $0.20M | 0.0% | -59.0% | 0.001% | |
8/15/2023 | Y Intercept Hong Kong Ltd | 2,562 | $0.52M | 0.1% | -42.1% | 0.002% | |
8/15/2023 | Goldman Sachs Group Inc. | 177,943 | $36.07M | 0.0% | +117.0% | 0.128% | |
8/15/2023 | Belpointe Asset Management LLC | 2,452 | $0.50M | 0.1% | -41.9% | 0.002% | |
8/15/2023 | Ambassador Advisors LLC | 405 | $82K | 0.0% | -18.2% | 0.000% | |
8/15/2023 | Harbour Investments Inc. | 2,981 | $0.60M | 0.0% | -1.6% | 0.002% | |
8/15/2023 | Captrust Financial Advisors | 128,673 | $26.09M | 0.1% | -5.1% | 0.093% | |
8/15/2023 | Private Portfolio Partners LLC | 11,881 | $2.41M | 0.6% | +1.9% | 0.009% | |
8/15/2023 | Royal Bank of Canada | 718,398 | $145.63M | 0.0% | -28.9% | 0.518% | |
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8/15/2023 | Rockefeller Capital Management L.P. | 95,542 | $18.98M | 0.1% | +6.0% | 0.069% | |
8/15/2023 | Stifel Financial Corp | 40,412 | $8.19M | 0.0% | -8.0% | 0.029% | |
8/15/2023 | Journey Strategic Wealth LLC | 12,176 | $2.47M | 0.1% | -22.0% | 0.009% | |
8/15/2023 | Beacon Pointe Advisors LLC | 19,357 | $3.92M | 0.1% | -1.9% | 0.014% | |
8/15/2023 | Cahill Financial Advisors Inc. | 5,042 | $1.02M | 0.2% | -3.0% | 0.004% | |
8/15/2023 | Cantor Fitzgerald L. P. | 14,298 | $2.90M | 0.1% | -3.2% | 0.010% | |
8/14/2023 | Cynosure Management LLC | 1,338 | $0.27M | 0.1% | N/A | 0.001% | |
8/14/2023 | Mercer Global Advisors Inc. ADV | 44,973 | $9.12M | 0.0% | -0.6% | 0.032% | |
8/14/2023 | Orion Portfolio Solutions LLC | 1,705 | $1.37M | 0.0% | +26.1% | 0.001% | |
8/14/2023 | Stephens Inc. AR | 2,191 | $0.44M | 0.0% | -26.5% | 0.002% | |
8/14/2023 | United Capital Financial Advisers LLC | 92,634 | $18.78M | 0.1% | -1.5% | 0.067% | |
8/14/2023 | Redwood Financial Network Corp | 4,209 | $0.85M | 0.8% | -3.1% | 0.003% | |
8/14/2023 | IFP Advisors Inc | 1,181 | $0.24M | 0.0% | +9.7% | 0.001% | |
8/14/2023 | Tower Research Capital LLC TRC | 1,990 | $0.40M | 0.0% | -36.4% | 0.001% | |
8/14/2023 | Carolinas Wealth Consulting LLC | 1,514 | $0.31M | 0.1% | -3.8% | 0.001% | |
8/14/2023 | Certified Advisory Corp | 3,139 | $0.64M | 0.1% | -19.6% | 0.002% | |
8/14/2023 | Petix & Botte Co | 3,486 | $0.71M | 0.2% | +100.0% | 0.003% | |
8/14/2023 | MML Investors Services LLC | 249,510 | $50.58M | 0.3% | +6.8% | 0.180% | |
8/14/2023 | Jefferies Financial Group Inc. | 1,453 | $0.30M | 0.0% | -26.8% | 0.001% | |
8/14/2023 | Boston Family Office LLC | 10,507 | $2.13M | 0.2% | -3.9% | 0.008% | |
8/14/2023 | Buckingham Strategic Partners | 1,875 | $0.38M | 0.0% | N/A | 0.001% | |
8/14/2023 | Union Savings Bank | 155 | $32K | 0.0% | N/A | 0.000% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 2,101 | $0.43M | 0.1% | +6.5% | 0.002% | |
8/14/2023 | Investors Research Corp | 37,023 | $7.51M | 1.9% | +4.0% | 0.027% | |
8/14/2023 | Snowden Capital Advisors LLC | 4,644 | $0.94M | 0.0% | -2.4% | 0.003% | |
8/14/2023 | Creegan & Nassoura Financial Group LLC | 1,000 | $0.20M | 0.1% | N/A | 0.001% | |
8/14/2023 | Thrivent Financial for Lutherans | 14,391 | $2.90M | 0.0% | +115.2% | 0.010% | |
8/14/2023 | Cerity Partners LLC | 34,062 | $6.91M | 0.0% | +17.1% | 0.025% | |
8/14/2023 | Glenview Trust Co | 29,385 | $5.96M | 0.2% | +10.4% | 0.021% | |
8/11/2023 | Intergy Private Wealth LLC | 35,938 | $7.29M | 3.6% | +4.6% | 0.026% | |
8/11/2023 | SageView Advisory Group LLC | 83,052 | $16.84M | 0.9% | -2.1% | 0.060% | |
8/11/2023 | New England Private Wealth Advisors LLC | 1,083 | $0.22M | 0.0% | N/A | 0.001% | |
8/11/2023 | Bryn Mawr Capital Management LLC | 16,463 | $3.34M | 0.3% | +4.1% | 0.012% | |
8/11/2023 | Renaissance Technologies LLC | 6,500 | $1.32M | 0.0% | N/A | 0.005% | |
8/11/2023 | Westwood Holdings Group Inc. | 2,891 | $0.59M | 0.0% | N/A | 0.002% | |
8/11/2023 | Baird Financial Group Inc. | 82,689 | $16.76M | 0.0% | -6.0% | 0.060% | |
8/11/2023 | BlackRock Inc. | 1,902 | $0.39M | 0.0% | -70.5% | 0.001% | |
8/11/2023 | Summit Financial LLC | 5,161 | $1.05M | 0.1% | -12.1% | 0.004% | |
8/11/2023 | Buckingham Strategic Wealth LLC | 39,067 | $7.92M | 0.1% | +3.8% | 0.028% | |
8/11/2023 | Founders Financial Securities LLC | 6,324 | $1.28M | 0.2% | +12.4% | 0.005% | |
8/11/2023 | Kestra Advisory Services LLC | 27,012 | $5.48M | 0.1% | -1.7% | 0.019% | |
8/11/2023 | Fairhaven Wealth Management LLC | 2,609 | $0.53M | 0.2% | N/A | 0.002% | |
8/11/2023 | Huntington National Bank | 5,319 | $1.08M | 0.0% | +16.1% | 0.004% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 914 | $0.19M | 0.0% | +7.5% | 0.001% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 2,790 | $0.57M | 0.0% | -25.4% | 0.002% | |
8/11/2023 | Franklin Resources Inc. | 89,005 | $18.04M | 0.0% | -0.1% | 0.064% | |
8/11/2023 | Trexquant Investment LP | 3,182 | $0.65M | 0.0% | N/A | 0.002% | |
8/11/2023 | Sei Investments Co. | 7,160 | $1.45M | 0.0% | +4.6% | 0.005% | |
8/11/2023 | WestHill Financial Advisors Inc. | 419 | $85K | 0.0% | -25.0% | 0.000% | |
8/11/2023 | D.A. Davidson & CO. | 43,868 | $8.89M | 0.1% | +3.8% | 0.032% | |
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8/11/2023 | JPMorgan Chase & Co. | 51,983 | $10.54M | 0.0% | +9.5% | 0.038% | |
8/11/2023 | PNC Financial Services Group Inc. | 2,115,474 | $428.85M | 0.4% | -0.3% | 1.526% | |
8/11/2023 | Northern Trust Corp | 39,609 | $8.03M | 0.0% | -3.1% | 0.029% | |
8/10/2023 | Osaic Holdings Inc. | 574,005 | $106.63M | 0.2% | +7.8% | 0.414% | |
8/10/2023 | Latigo Investments LLC | 107,763 | $21.85M | 13.4% | -4.3% | 0.078% | |
8/10/2023 | Bessemer Group Inc. | 14,208 | $2.88M | 0.0% | -0.4% | 0.010% | |
8/10/2023 | King Luther Capital Management Corp | 6,714 | $1.36M | 0.0% | N/A | 0.005% | |
8/10/2023 | Commonwealth Equity Services LLC | 385,467 | $78.14M | 0.2% | +0.7% | 0.278% | |
8/10/2023 | Ruggaard & Associates LLC | 43,497 | $8.82M | 5.2% | +2.4% | 0.031% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 6,431 | $1.30M | 0.2% | -89.2% | 0.005% | |