5/31/2024 | Maxwell Wealth Strategies Inc. | 8,479 | $769K | 0.4% | -12.8% | 0.003% | |
5/30/2024 | Peninsula Wealth LLC | 19,209 | $1.78M | 0.2% | +12.4% | 0.006% | |
5/24/2024 | Cetera Advisor Networks LLC | 408,632 | $37.77M | 0.2% | +1.5% | 0.126% | |
5/24/2024 | Cetera Advisors LLC | 430,677 | $39.80M | 0.3% | +15.0% | 0.133% | |
5/24/2024 | Cetera Investment Advisers | 1,495,419 | $138.21M | 0.3% | +103.0% | 0.462% | |
5/24/2024 | Invst LLC | 113,201 | $10.37M | 1.2% | +6.3% | 0.035% | |
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5/23/2024 | Community Trust & Investment Co. | 103,068 | $9.53M | 0.7% | +7.1% | 0.032% | |
5/21/2024 | Atria Investments Inc | 193,491 | $17.88M | 0.2% | +0.2% | 0.060% | |
5/20/2024 | Adams Wealth Management | 6,590 | $609K | 0.1% | +5.1% | 0.002% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 339,990 | $31.42M | 3.4% | +11.0% | 0.105% | |
5/20/2024 | Cim LLC | 97,224 | $8.99M | 1.4% | +5.1% | 0.030% | |
5/17/2024 | First Citizens Asset Management Inc. | 3,269 | $302K | 0.1% | -8.9% | 0.001% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 7,696 | $711K | 0.1% | -76.5% | 0.002% | |
5/17/2024 | Semmax Financial Advisors Inc. | 36,205 | $3.29M | 1.1% | +15.1% | 0.011% | |
5/17/2024 | Comerica Bank | 61,807 | $5.71M | 0.0% | +27.0% | 0.019% | |
5/17/2024 | Hancock Whitney Corp | 1,330,431 | $122.96M | 4.2% | +5.7% | 0.411% | |
5/17/2024 | SkyView Investment Advisors LLC | 434,131 | $40.12M | 7.4% | +3.2% | 0.134% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 4,929 | $456K | 0.1% | N/A | 0.002% | |
5/17/2024 | Tidal Investments LLC | 6,507 | $601K | 0.0% | -24.9% | 0.002% | |
5/16/2024 | Jane Street Group LLC | 8,429,084 | $779.02M | 0.2% | +542.0% | 2.605% | |
5/16/2024 | Redwood Investment Management LLC | 14,682 | $1.36M | 0.1% | +5.4% | 0.005% | |
5/16/2024 | Global Financial Private Client LLC | 3,249 | $298K | 0.1% | -12.2% | 0.001% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 93,033 | $8.26M | 0.2% | +33.9% | 0.029% | |
5/16/2024 | Ancora Advisors LLC | 23,985 | $2.22M | 0.1% | +137.4% | 0.007% | |
5/16/2024 | Dynasty Wealth Management LLC | 1,710,087 | $158.05M | 5.0% | N/A | 0.528% | |
5/16/2024 | High Falls Advisors Inc | 168,798 | $15.60M | 3.9% | +1.9% | 0.052% | |
5/16/2024 | Icon Wealth Advisors LLC | 140,282 | $12.97M | 1.2% | +2.4% | 0.043% | |
5/15/2024 | Ascent Group LLC | 60,061 | $5.55M | 0.5% | +46.8% | 0.018% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 25,110 | $2.32M | 0.2% | -51.2% | 0.008% | |
5/15/2024 | Manhattan West Asset Management LLC | 56,916 | $5.26M | 1.3% | +19.3% | 0.017% | |
5/15/2024 | Kestra Advisory Services LLC | 182,464 | $16.86M | 0.1% | +17.7% | 0.056% | |
5/15/2024 | Lazard Asset Management LLC | 134,989 | $12.48M | 0.0% | +3.7% | 0.041% | |
5/14/2024 | Westwood Holdings Group Inc. | 8,995 | $831K | 0.0% | +38.0% | 0.003% | |
5/14/2024 | JT Stratford LLC | 6,264 | $579K | 0.1% | +8.4% | 0.002% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,916 | $916K | 0.0% | -13.2% | 0.003% | |
5/14/2024 | EP Wealth Advisors LLC | 5,930 | $548K | 0.0% | +7.6% | 0.002% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 4,524 | $418K | 0.2% | N/A | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 388,434 | $35.90M | 1.4% | +68.2% | 0.118% | |
5/14/2024 | Crewe Advisors LLC | 1,426 | $132K | 0.0% | +62.8% | 0.000% | |
5/13/2024 | Bessemer Group Inc. | 994,220 | $91.89M | 0.2% | +2,198.6% | 0.307% | |
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5/13/2024 | PAX Financial Group LLC | 81,003 | $7.49M | 1.5% | -3.9% | 0.025% | |
5/11/2024 | Resurgent Financial Advisors LLC | 6,876 | $635K | 0.3% | +2.8% | 0.002% | |
5/11/2024 | Cynosure Group LLC | 3,817 | $353K | 0.1% | -74.9% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 19,718 | $1.82M | 0.2% | +11.4% | 0.006% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 3,309 | $298K | 0.2% | +3.7% | 0.001% | |
5/10/2024 | Allstate Corp | 28,003 | $2.59M | 0.2% | -50.1% | 0.009% | |
5/10/2024 | Osaic Holdings Inc. | 318,571 | $29.47M | 0.1% | -84.0% | 0.098% | |
5/10/2024 | TIAA Trust National Association | 4,661,182 | $431.25M | 1.3% | +11.8% | 1.440% | |
5/10/2024 | JPMorgan Chase & Co. | 25,243,920 | $2.33B | 0.2% | -16.5% | 7.801% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 188,686 | $17.44M | 0.0% | -41.5% | 0.058% | |
5/10/2024 | Chesapeake Capital Corp IL | 20,941 | $1.94M | 1.4% | -25.7% | 0.006% | |
5/10/2024 | Kelman Lazarov Inc. | 87,755 | $8.11M | 1.6% | +30.9% | 0.027% | |
5/10/2024 | Motco | 650 | $60K | 0.0% | N/A | 0.000% | |
5/10/2024 | Lindenwold Advisors INC | 51,823 | $4.79M | 2.6% | +10.0% | 0.016% | |
5/10/2024 | Horizon Family Wealth Inc. | 14,121 | $1.31M | 1.0% | -55.6% | 0.004% | |
5/10/2024 | Nwam LLC | 7,011 | $638K | 0.1% | +11.6% | 0.002% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 15,327 | $1.42M | 0.1% | -0.7% | 0.005% | |
5/9/2024 | Blair William & Co. IL | 6,699 | $619K | 0.0% | +147.0% | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 105,938 | $9.79M | 0.1% | +5.4% | 0.033% | |
5/9/2024 | Renasant Bank | 27,929 | $2.58M | 1.8% | -5.7% | 0.009% | |
5/9/2024 | Kingsview Wealth Management LLC | 187,108 | $17.29M | 0.4% | +4.9% | 0.058% | |
5/9/2024 | Clearwater Capital Advisors LLC | 245,571 | $22.70M | 2.4% | +10.3% | 0.076% | |
5/9/2024 | SageView Advisory Group LLC | 14,120 | $1.31M | 0.1% | +322.9% | 0.004% | |
5/9/2024 | MB Generational Wealth LLC | 18,155 | $1.68M | 1.5% | N/A | 0.006% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 5,368,826 | $496.19M | 0.7% | -1.7% | 1.659% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 443,400 | $40.98M | 0.1% | -6.8% | 0.137% | |
5/9/2024 | Koshinski Asset Management Inc. | 5,018 | $464K | 0.0% | +15.3% | 0.002% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 383,780 | $35.47M | 0.1% | N/A | 0.119% | |
5/8/2024 | West Wealth Group LLC | 36,218 | $3.35M | 1.2% | -29.5% | 0.011% | |
5/8/2024 | Sheets Smith Wealth Management | 34,683 | $3.21M | 0.4% | -4.9% | 0.011% | |
5/8/2024 | TSA Wealth Managment LLC | 92,229 | $8.52M | 3.7% | +2.5% | 0.029% | |
5/8/2024 | Avantax Advisory Services Inc. | 123,372 | $11.40M | 0.1% | +7.9% | 0.038% | |
5/8/2024 | US Bancorp DE | 604,430 | $55.86M | 0.1% | -70.7% | 0.187% | |
5/8/2024 | Watershed Private Wealth LLC | 21,214 | $1.96M | 0.9% | N/A | 0.007% | |
5/8/2024 | Headlands Technologies LLC | 592 | $55K | 0.0% | N/A | 0.000% | |
5/8/2024 | Legacy Capital Group California Inc. | 6,891 | $637K | 0.2% | -4.7% | 0.002% | |
5/8/2024 | New Republic Capital LLC | 2,636 | $244K | 0.2% | +5.0% | 0.001% | |
5/8/2024 | Semus Wealth Partners LLC | 4,160 | $384K | 0.3% | -9.0% | 0.001% | |
5/7/2024 | Verus Capital Partners LLC | 19,162 | $1.77M | 0.2% | +37.1% | 0.006% | |
5/7/2024 | NorthRock Partners LLC | 6,656 | $626K | 0.1% | -47.6% | 0.002% | |
5/7/2024 | Sei Investments Co. | 1,976,660 | $182.68M | 0.3% | +5.3% | 0.611% | |
5/7/2024 | Concurrent Investment Advisors LLC | 40,742 | $3.77M | 0.1% | +56.5% | 0.013% | |
5/7/2024 | Atomi Financial Group Inc. | 39,010 | $3.61M | 0.3% | +60.2% | 0.012% | |
5/7/2024 | WealthPLAN Partners LLC | 17,174 | $1.59M | 0.2% | +5.1% | 0.005% | |
5/7/2024 | BOS Asset Management LLC | 3,448 | $319K | 0.2% | -51.1% | 0.001% | |
5/7/2024 | Bernardo Wealth Planning LLC | 55,106 | $5.09M | 1.4% | +12.0% | 0.017% | |
5/7/2024 | EQ LLC | 2,378 | $220K | 0.1% | N/A | 0.001% | |
5/7/2024 | Shared Vision Wealth Group LLC | 68,051 | $6.29M | 3.9% | +17.4% | 0.021% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 30,999 | $2.87M | 0.0% | +32.6% | 0.010% | |
5/7/2024 | PFG Advisors | 3,356 | $310K | 0.0% | -14.5% | 0.001% | |
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5/7/2024 | Oppenheimer & Co. Inc. | 15,339 | $1.42M | 0.0% | +14.5% | 0.005% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 75,283 | $6.96M | 5.1% | +2.0% | 0.023% | |
5/7/2024 | Moneda S.A. Administradora General de Fondos | 8,406 | $777K | 0.4% | -3.7% | 0.003% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,792,215 | $258.06M | 1.0% | +6.3% | 0.863% | |
5/6/2024 | Leuthold Group LLC | 132,067 | $12.21M | 1.4% | -2.5% | 0.041% | |
5/6/2024 | Concord Investment Counsel Inc. | 7,881 | $728K | 0.3% | N/A | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 53,595 | $4.95M | 0.1% | +21.9% | 0.017% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 635,717 | $58.75M | 13.0% | +4.6% | 0.196% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 3,432 | $317K | 0.2% | -39.8% | 0.001% | |
5/6/2024 | Advisory Alpha LLC | 6,384 | $590K | 0.0% | -5.1% | 0.002% | |