5/31/2024 | First Citizens Financial Corp | 16,531 | $1.20M | 0.7% | +1.0% | 0.001% | |
5/30/2024 | Cambridge Trust Co. | 2,030 | $147K | 0.0% | -20.4% | 0.000% | |
5/30/2024 | Motiv8 Investments LLC | 77,734 | $5.65M | 4.4% | +29.0% | 0.005% | |
5/29/2024 | Soltis Investment Advisors LLC | 115,191 | $8.37M | 0.9% | -30.0% | 0.008% | |
5/28/2024 | Boston Partners | 552,973 | $40.16M | 0.0% | +5.7% | 0.038% | |
5/24/2024 | Cetera Advisor Networks LLC | 1,928,914 | $140.10M | 0.7% | +3.0% | 0.131% | |
|
5/24/2024 | Cetera Advisors LLC | 875,721 | $63.60M | 0.5% | +39.6% | 0.060% | |
5/24/2024 | Cetera Investment Advisers | 4,807,301 | $349.15M | 0.8% | +123.9% | 0.327% | |
5/24/2024 | Invst LLC | 3,330 | $239K | 0.0% | N/A | 0.000% | |
5/23/2024 | FSA Advisors Inc. | 13,290 | $965K | 1.0% | -13.3% | 0.001% | |
5/22/2024 | Burney Co. | 10,489 | $762K | 0.0% | -4.7% | 0.001% | |
5/21/2024 | Atria Investments Inc | 213,658 | $15.52M | 0.2% | +25.3% | 0.015% | |
5/21/2024 | LRI Investments LLC | 6,184 | $449K | 0.1% | N/A | 0.000% | |
5/21/2024 | Arrow Financial Corp | 14,552 | $1.06M | 0.1% | -11.1% | 0.001% | |
5/20/2024 | Independent Wealth Network Inc. | 18,871 | $1.37M | 0.6% | +1.9% | 0.001% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 16,718 | $1.21M | 0.1% | N/A | 0.001% | |
5/17/2024 | Citizens Financial Group Inc. RI | 7,469 | $542K | 0.0% | N/A | 0.001% | |
5/17/2024 | National Wealth Management Group LLC | 40,104 | $2.91M | 2.3% | -6.7% | 0.003% | |
5/17/2024 | New Covenant Trust Company N.A. | 82,474 | $5.99M | 6.0% | N/A | 0.006% | |
5/17/2024 | William Howard & Co Financial Advisors Inc | 50,760 | $3.69M | 3.5% | N/A | 0.003% | |
5/17/2024 | XML Financial LLC | 202,138 | $14.68M | 1.5% | -2.7% | 0.014% | |
5/17/2024 | Beacon Capital Management LLC | 2,697 | $196K | 0.0% | +1,178.2% | 0.000% | |
5/17/2024 | Pineridge Advisors LLC | 7,763 | $564K | 0.2% | -13.6% | 0.001% | |
5/17/2024 | Hancock Whitney Corp | 59,157 | $4.30M | 0.1% | -0.6% | 0.004% | |
5/17/2024 | Comerica Bank | 923,853 | $67.10M | 0.3% | -3.1% | 0.063% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 24,523 | $1.78M | 0.3% | N/A | 0.002% | |
5/17/2024 | Wiser Advisor Group LLC | 40,342 | $2.93M | 4.6% | -4.2% | 0.003% | |
5/17/2024 | Innealta Capital LLC | 104,405 | $7.58M | 3.2% | +105.5% | 0.007% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 27,710 | $1.93M | 0.0% | -61.7% | 0.002% | |
5/16/2024 | Dynasty Wealth Management LLC | 72,601 | $5.27M | 0.2% | N/A | 0.005% | |
5/16/2024 | Kraft Davis & Associates LLC | 9,836 | $705K | 0.2% | +16.1% | 0.001% | |
5/16/2024 | Waverly Advisors LLC | 30,898 | $2.24M | 0.1% | +292.0% | 0.002% | |
5/16/2024 | Captrust Financial Advisors | 333,933 | $24.25M | 0.1% | -19.0% | 0.023% | |
5/16/2024 | Waterford Advisors LLC | 10,209 | $738K | 0.3% | N/A | 0.001% | |
5/15/2024 | Ascent Group LLC | 16,912 | $1.23M | 0.1% | +6.5% | 0.001% | |
5/15/2024 | SVB Wealth LLC | 143,281 | $10.41M | 0.2% | -15.5% | 0.010% | |
5/15/2024 | Evergreen Wealth Solutions LLC | 3,180 | $231K | 0.2% | N/A | 0.000% | |
5/15/2024 | Beaird Harris Wealth Management LLC | 3,757 | $273K | 0.0% | +8.2% | 0.000% | |
5/15/2024 | Fairview Capital Investment Management LLC | 129,122 | $9.38M | 0.5% | +9.4% | 0.009% | |
5/15/2024 | BOKF NA | 37,755 | $2.72M | 0.0% | +2.2% | 0.003% | |
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5/15/2024 | Kestra Advisory Services LLC | 269,679 | $19.59M | 0.1% | +15.0% | 0.018% | |
5/15/2024 | Steel Grove Capital Advisors LLC | 27,684 | $2.01M | 0.1% | -18.5% | 0.002% | |
5/15/2024 | Lazard Asset Management LLC | 6,400 | $464K | 0.0% | -3.5% | 0.000% | |
5/15/2024 | LRI Investments LLC | 5,942 | $425K | 0.1% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 116,155 | $8.44M | 0.0% | -21.4% | 0.008% | |
5/15/2024 | Linscomb Wealth Inc. | 11,307 | $821K | 0.0% | -2.6% | 0.001% | |
5/15/2024 | Stonebridge Capital Advisors LLC | 7,421 | $539K | 0.0% | +107.8% | 0.001% | |
5/14/2024 | Biltmore Family Office LLC | 690 | $50K | 0.0% | N/A | 0.000% | |
5/14/2024 | JT Stratford LLC | 348,387 | $25.30M | 5.0% | +7.3% | 0.024% | |
5/14/2024 | Capital Group Private Client Services Inc. | 4,876 | $354K | 0.0% | N/A | 0.000% | |
5/14/2024 | Cadence Bank | 121,011 | $8.79M | 0.6% | +37.7% | 0.008% | |
5/14/2024 | Axxcess Wealth Management LLC | 296,702 | $21.55M | 0.6% | +74.9% | 0.020% | |
5/14/2024 | EP Wealth Advisors LLC | 60,230 | $4.37M | 0.1% | -15.6% | 0.004% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 3,659 | $266K | 0.1% | N/A | 0.000% | |
5/14/2024 | Freestone Capital Holdings LLC | 15,369 | $1.12M | 0.0% | +5.7% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 22,915 | $1.66M | 0.1% | +1.7% | 0.002% | |
5/14/2024 | Crewe Advisors LLC | 381,691 | $27.72M | 3.2% | +5.4% | 0.026% | |
5/14/2024 | Karpus Management Inc. | 130,453 | $9.48M | 0.3% | -36.5% | 0.009% | |
5/14/2024 | InterOcean Capital Group LLC | 364,065 | $26.44M | 0.6% | +4.1% | 0.025% | |
5/14/2024 | Pitcairn Co. | 3,401 | $247K | 0.0% | -95.3% | 0.000% | |
5/14/2024 | Lake Street Advisors Group LLC | 636,174 | $46.21M | 2.2% | +11.7% | 0.043% | |
5/13/2024 | Delta Asset Management LLC TN | 37,351 | $2.71M | 0.2% | -2.6% | 0.003% | |
5/13/2024 | Index Fund Advisors Inc. | 277,860 | $20.18M | 1.1% | +2.2% | 0.019% | |
5/13/2024 | Shakespeare Wealth Management LLC | 30,274 | $2.20M | 0.6% | -22.1% | 0.002% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 3,465 | $252K | 0.0% | -42.5% | 0.000% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 39,204 | $2.85M | 2.4% | -4.7% | 0.003% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 2,733 | $198K | 0.0% | N/A | 0.000% | |
5/13/2024 | Ameritas Investment Partners Inc. | 370,000 | $26.87M | 0.9% | +2.2% | 0.025% | |
5/13/2024 | PAX Financial Group LLC | 38,762 | $2.82M | 0.6% | -5.4% | 0.003% | |
5/11/2024 | Davis R M Inc. | 7,466 | $542K | 0.0% | -15.7% | 0.001% | |
5/11/2024 | Alley Investment Management Company LLC | 182,439 | $13.25M | 1.8% | +3.5% | 0.012% | |
5/11/2024 | Covestor Ltd | 6,632 | $482K | 0.3% | +15.4% | 0.000% | |
5/11/2024 | NYL Investors LLC | 45,400 | $3.30M | 0.1% | +9.1% | 0.003% | |
5/11/2024 | Continental Investors Services Inc. | 29,137 | $2.10M | 5.0% | +3.1% | 0.002% | |
5/11/2024 | Ironwood Investment Counsel LLC | 8,489 | $617K | 0.1% | +193.6% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 18,222 | $1.32M | 0.1% | +12.6% | 0.001% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 274,549 | $19.94M | 0.9% | +25.0% | 0.019% | |
5/10/2024 | Osaic Holdings Inc. | 2,974,860 | $216.07M | 0.5% | -32.0% | 0.202% | |
5/10/2024 | Blue Barn Wealth LLC | 6,589 | $479K | 0.3% | -3.6% | 0.000% | |
5/10/2024 | Fiducient Advisors LLC | 622,032 | $45.18M | 8.9% | +7.0% | 0.042% | |
5/10/2024 | TIAA Trust National Association | 2,330,760 | $169.40M | 0.5% | +17.6% | 0.158% | |
5/10/2024 | Vanguard Group Inc. | 37,326,573 | $2.71B | 0.1% | +20.1% | 2.537% | |
5/10/2024 | JPMorgan Chase & Co. | 79,871,197 | $5.80B | 0.5% | -17.1% | 5.429% | |
5/10/2024 | Magnolia Wealth Management LLC | 754,420 | $54.53M | 22.3% | +99.2% | 0.051% | |
5/10/2024 | Nicolet Advisory Services LLC | 749,330 | $53.86M | 5.5% | +0.9% | 0.051% | |
5/10/2024 | Pinkerton Retirement Specialists LLC | 22,570 | $1.64M | 0.3% | N/A | 0.002% | |
5/10/2024 | ARK & TLK Investments LLC | 6,265 | $455K | 0.1% | +7.9% | 0.000% | |
5/10/2024 | Bright Financial Advisors Inc. | 6,866 | $499K | 0.4% | N/A | 0.000% | |
5/10/2024 | Truepoint Inc. | 6,734 | $489K | 0.0% | +17.9% | 0.000% | |
5/10/2024 | Garrison Point Advisors LLC | 5,054 | $367K | 0.2% | N/A | 0.000% | |
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5/10/2024 | Cumberland Partners Ltd | 22,515 | $1.64M | 0.1% | -6.8% | 0.002% | |
5/10/2024 | Taylor Hoffman Wealth Management | 64,897 | $4.71M | 2.0% | -5.7% | 0.004% | |
5/10/2024 | Nwam LLC | 175,486 | $12.65M | 1.0% | -0.9% | 0.012% | |
5/10/2024 | Reston Wealth Management LLC | 37,585 | $2.73M | 1.1% | +3.8% | 0.003% | |
5/9/2024 | Barden Capital Management Inc. | 30,267 | $2.20M | 2.1% | -14.7% | 0.002% | |
5/9/2024 | Great Lakes Retirement Inc. | 22,683 | $1.65M | 0.2% | -9.2% | 0.002% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 9,921 | $721K | 0.0% | +9.7% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 6,932 | $503K | 0.0% | -3.3% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 23,449 | $1.70M | 0.0% | +8.5% | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 149,625 | $10.87M | 0.1% | -3.6% | 0.010% | |