5/30/2024 | Cambridge Trust Co. | 690 | $80K | 0.0% | N/A | 0.001% | |
5/30/2024 | Motiv8 Investments LLC | 12,532 | $1.45M | 1.1% | +37.4% | 0.011% | |
5/24/2024 | Cetera Advisors LLC | 42,897 | $4.97M | 0.0% | +138.4% | 0.037% | |
5/24/2024 | Cetera Investment Advisers | 296,141 | $34.30M | 0.1% | +22.6% | 0.259% | |
5/23/2024 | Dock Street Asset Management Inc. | 35,145 | $4.07M | 0.6% | -2.9% | 0.031% | |
5/23/2024 | Community Trust & Investment Co. | 33,908 | $3.93M | 0.3% | +6.3% | 0.030% | |
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5/23/2024 | Austin Wealth Management LLC | 87,866 | $10.08M | 2.5% | +5.6% | 0.077% | |
5/21/2024 | Atria Investments Inc | 68,009 | $7.88M | 0.1% | -1.7% | 0.059% | |
5/20/2024 | Adams Wealth Management | 3,945 | $457K | 0.1% | +4.7% | 0.003% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 161,353 | $18.69M | 2.1% | +11.8% | 0.141% | |
5/17/2024 | William Howard & Co Financial Advisors Inc | 32,311 | $3.74M | 3.5% | N/A | 0.028% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 3,529 | $409K | 0.0% | N/A | 0.003% | |
5/17/2024 | Comerica Bank | 44,104 | $5.11M | 0.0% | -19.0% | 0.039% | |
5/17/2024 | Innealta Capital LLC | 2,335 | $270K | 0.1% | -11.4% | 0.002% | |
5/16/2024 | Jane Street Group LLC | 466,889 | $54.07M | 0.0% | N/A | 0.408% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 34,044 | $3.85M | 0.1% | -33.5% | 0.030% | |
5/16/2024 | Waverly Advisors LLC | 108,783 | $12.60M | 0.3% | +249.1% | 0.095% | |
5/15/2024 | Ascent Group LLC | 25,329 | $2.93M | 0.3% | -3.4% | 0.022% | |
5/15/2024 | Flow Traders U.S. LLC | 71,211 | $8.25M | 0.4% | +240.7% | 0.062% | |
5/15/2024 | Blue Edge Capital LLC | 110,314 | $12.78M | 2.1% | +3.7% | 0.096% | |
5/15/2024 | 1832 Asset Management L.P. | 136,557 | $15.82M | 0.0% | +2.4% | 0.119% | |
5/15/2024 | Truvestments Capital LLC | 423 | $49K | 0.0% | N/A | 0.000% | |
5/14/2024 | Cadence Bank | 9,528 | $1.10M | 0.1% | -3.7% | 0.008% | |
5/14/2024 | Axxcess Wealth Management LLC | 64,766 | $7.50M | 0.2% | +150.6% | 0.057% | |
5/14/2024 | EP Wealth Advisors LLC | 2,446 | $283K | 0.0% | -7.4% | 0.002% | |
5/14/2024 | CreativeOne Wealth LLC | 47,540 | $5.51M | 0.2% | +9.8% | 0.042% | |
5/14/2024 | Delap Wealth Advisory LLC | 23,011 | $2.67M | 1.1% | -54.5% | 0.020% | |
5/14/2024 | Northwest Wealth Management LLC | 9,539 | $1.11M | 0.3% | -2.0% | 0.008% | |
5/14/2024 | Crewe Advisors LLC | 4,037 | $468K | 0.1% | N/A | 0.004% | |
5/14/2024 | InterOcean Capital Group LLC | 118,712 | $13.75M | 0.3% | +97.4% | 0.104% | |
5/14/2024 | Pitcairn Co. | 5,535 | $641K | 0.0% | N/A | 0.005% | |
5/14/2024 | Vaughan David Investments LLC IL | 4,148 | $480K | 0.0% | N/A | 0.004% | |
5/14/2024 | National Bank of Canada FI | 251,085 | $28.72M | 0.0% | -31.2% | 0.219% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 485 | $56K | 0.0% | N/A | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 89,416 | $10.36M | 0.1% | +21.2% | 0.078% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 16,410 | $1.90M | 0.2% | +9.3% | 0.014% | |
5/11/2024 | MAS Advisors LLC | 6,347 | $735K | 0.8% | +42.8% | 0.006% | |
5/11/2024 | Jacobi Capital Management LLC | 5,239 | $607K | 0.1% | +26.5% | 0.005% | |
5/10/2024 | Osaic Holdings Inc. | 420,933 | $48.75M | 0.1% | -22.4% | 0.368% | |
5/10/2024 | Banco Santander S.A. | 459,779 | $53.25M | 0.6% | +25.4% | 0.402% | |
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5/9/2024 | Great Lakes Retirement Inc. | 11,457 | $1.33M | 0.2% | -6.1% | 0.010% | |
5/9/2024 | Blair William & Co. IL | 7,297 | $845K | 0.0% | -7.8% | 0.006% | |
5/9/2024 | Orion Portfolio Solutions LLC | 184,940 | $21.42M | 0.2% | -22.5% | 0.162% | |
5/9/2024 | Renasant Bank | 4,039 | $468K | 0.3% | +3.0% | 0.004% | |
5/9/2024 | Midwest Professional Planners LTD. | 25,894 | $3.00M | 1.1% | +3.5% | 0.023% | |
5/9/2024 | Kingsview Wealth Management LLC | 20,455 | $2.37M | 0.1% | +25.2% | 0.018% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 2,713,582 | $314.26M | 0.4% | -2.6% | 2.370% | |
5/8/2024 | Camarda Financial Advisors LLC | 9,825 | $1.14M | 0.5% | N/A | 0.009% | |
5/8/2024 | Tanglewood Wealth Management Inc. | 1,217,815 | $141.04M | 17.4% | +1.2% | 1.064% | |
5/8/2024 | Great Diamond Partners LLC | 47,145 | $5.46M | 1.3% | +0.5% | 0.041% | |
5/8/2024 | Avantax Advisory Services Inc. | 18,807 | $2.18M | 0.0% | -30.7% | 0.016% | |
5/8/2024 | US Bancorp DE | 189,616 | $21.96M | 0.0% | +1.3% | 0.166% | |
5/8/2024 | Headlands Technologies LLC | 2,105 | $244K | 0.1% | N/A | 0.002% | |
5/7/2024 | Meeder Asset Management Inc. | 3,066 | $355K | 0.0% | +6.8% | 0.003% | |
5/7/2024 | NorthRock Partners LLC | 2,762 | $320K | 0.0% | -69.7% | 0.002% | |
5/7/2024 | Sfmg LLC | 31,130 | $3.61M | 0.3% | -12.6% | 0.027% | |
5/7/2024 | WNY Asset Management LLC | 4,322 | $501K | 0.1% | -85.2% | 0.004% | |
5/7/2024 | Stonebrook Private Inc. | 1,889 | $219K | 0.1% | -10.5% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 8,215 | $951K | 0.0% | -3.4% | 0.007% | |
5/7/2024 | Significant Wealth Partners LLC | 1,939 | $225K | 0.1% | -9.8% | 0.002% | |
5/7/2024 | Anchor Capital Advisors LLC | 283,107 | $32.79M | 0.9% | -23.1% | 0.247% | |
5/7/2024 | Montag A & Associates Inc. | 764 | $88K | 0.0% | -28.3% | 0.001% | |
5/7/2024 | Facet Wealth Inc. | 529,991 | $60.63M | 2.0% | +12.6% | 0.463% | |
5/7/2024 | PFG Advisors | 19,712 | $2.28M | 0.2% | -2.2% | 0.017% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,764 | $552K | 0.0% | +2.8% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,966 | $9.84M | 0.0% | -28.2% | 0.074% | |
5/6/2024 | CFO4Life Group LLC | 160,599 | $18.60M | 3.4% | +7.0% | 0.140% | |
5/6/2024 | Mittelman Wealth Management | 2,370 | $274K | 0.2% | N/A | 0.002% | |
5/4/2024 | PrairieView Partners LLC | 3,828 | $444K | 0.1% | -3.6% | 0.003% | |
5/4/2024 | Geneos Wealth Management Inc. | 748 | $87K | 0.0% | -34.9% | 0.001% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 7,909 | $916K | 0.3% | -6.0% | 0.007% | |
5/4/2024 | Valley Wealth Managers Inc. | 3,669 | $425K | 0.0% | +2.5% | 0.003% | |
5/4/2024 | Paulson Wealth Management Inc. | 54,615 | $6.33M | 1.9% | +15.7% | 0.048% | |
5/4/2024 | Csenge Advisory Group | 3,698 | $428K | 0.0% | +6.9% | 0.003% | |
5/3/2024 | Avidian Wealth Solutions LLC | 8,048 | $932K | 0.0% | -48.9% | 0.007% | |
5/3/2024 | Forte Asset Management LLC | 2,500 | $290K | 0.2% | N/A | 0.002% | |
5/3/2024 | TFB Advisors LLC | 18,569 | $2.11M | 0.8% | -9.5% | 0.016% | |
5/3/2024 | Rehmann Capital Advisory Group | 74,639 | $8.64M | 0.6% | +6.4% | 0.065% | |
5/3/2024 | Rinkey Investments | 77,125 | $8.93M | 3.3% | +12.7% | 0.068% | |
5/3/2024 | Smith Salley Wealth Management | 45,593 | $5.28M | 0.4% | -13.1% | 0.040% | |
5/3/2024 | Whittier Trust Co. | 20,095 | $2.33M | 0.0% | +2.2% | 0.018% | |
5/2/2024 | Salomon & Ludwin LLC | 868 | $101K | 0.0% | N/A | 0.001% | |
5/2/2024 | FinTrust Capital Advisors LLC | 640 | $74K | 0.0% | +33.1% | 0.001% | |
5/2/2024 | Haverford Trust Co | 124,470 | $14.42M | 0.2% | +4.5% | 0.109% | |
5/2/2024 | Value Partners Investments Inc. | 2,862 | $331K | 0.0% | +44.5% | 0.003% | |
5/2/2024 | Horan Securities Inc. | 8,485 | $983K | 0.5% | -4.9% | 0.007% | |
5/2/2024 | Elevate Wealth Advisory Inc. | 698 | $81K | 0.1% | -26.5% | 0.001% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 21,195 | $2.46M | 0.1% | +2.0% | 0.019% | |
5/2/2024 | BNP Paribas | 5,896 | $683K | 0.0% | N/A | 0.005% | |
5/2/2024 | Palisade Asset Management LLC | 750 | $87K | 0.0% | N/A | 0.001% | |
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5/2/2024 | Argent Advisors Inc. | 5,032 | $583K | 0.2% | -9.3% | 0.004% | |
5/1/2024 | Connecticut Wealth Management LLC | 2,200 | $255K | 0.0% | -43.6% | 0.002% | |
5/1/2024 | Janney Capital Management LLC | 1,857 | $215K | 0.0% | N/A | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,071,233 | $239.87M | 0.7% | -3.0% | 1.814% | |
5/1/2024 | Quaker Wealth Management LLC | 117,933 | $13.66M | 5.5% | +23.8% | 0.103% | |
5/1/2024 | BNP Paribas Financial Markets | 422 | $49K | 0.0% | -98.0% | 0.000% | |
5/1/2024 | Centric Wealth Management | 39,769 | $4.51M | 1.4% | N/A | 0.035% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 59,355 | $6.87M | 0.0% | -13.7% | 0.052% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 22,357 | $2.59M | 0.2% | -34.8% | 0.020% | |
5/1/2024 | Mission Wealth Management LP | 1,841 | $213K | 0.0% | N/A | 0.002% | |