5/31/2024 | Maxwell Wealth Strategies Inc. | 8,695 | $997K | 0.5% | -67.9% | 0.008% | |
5/30/2024 | Cambridge Trust Co. | 24,913 | $2.86M | 0.1% | +3.9% | 0.023% | |
5/24/2024 | Cetera Advisor Networks LLC | 217,199 | $24.97M | 0.1% | -40.8% | 0.197% | |
5/24/2024 | Cetera Advisors LLC | 91,762 | $10.55M | 0.1% | -19.8% | 0.083% | |
5/24/2024 | Cetera Investment Advisers | 476,189 | $54.74M | 0.1% | +22.1% | 0.431% | |
5/24/2024 | Invst LLC | 2,942 | $338K | 0.0% | -94.9% | 0.003% | |
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5/23/2024 | ARQ Wealth Advisors LLC | 3,369 | $387K | 0.2% | +4.3% | 0.003% | |
5/21/2024 | Atria Investments Inc | 28,628 | $3.29M | 0.0% | -81.2% | 0.026% | |
5/17/2024 | Citizens Financial Group Inc. RI | 3,221 | $370K | 0.0% | -69.4% | 0.003% | |
5/17/2024 | XML Financial LLC | 4,541 | $522K | 0.1% | +4.0% | 0.004% | |
5/17/2024 | Comerica Bank | 13,998 | $1.61M | 0.0% | -11.4% | 0.013% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 2,617 | $301K | 0.1% | N/A | 0.002% | |
5/16/2024 | Redwood Investment Management LLC | 8,026 | $923K | 0.1% | +31.7% | 0.007% | |
5/16/2024 | Global Financial Private Client LLC | 395 | $45K | 0.0% | -26.2% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 87,574 | $10.07M | 0.2% | +27.5% | 0.079% | |
5/16/2024 | Ancora Advisors LLC | 9,399 | $1.08M | 0.0% | -12.3% | 0.009% | |
5/16/2024 | High Falls Advisors Inc | 49,360 | $5.67M | 1.4% | -38.5% | 0.045% | |
5/16/2024 | Icon Wealth Advisors LLC | 119,480 | $13.74M | 1.3% | -43.8% | 0.108% | |
5/15/2024 | Ascent Group LLC | 23,076 | $2.65M | 0.2% | +0.6% | 0.021% | |
5/15/2024 | SVB Wealth LLC | 2,974 | $342K | 0.0% | -50.0% | 0.003% | |
5/15/2024 | Flow Traders U.S. LLC | 48,527 | $5.58M | 0.3% | N/A | 0.044% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 12,480 | $1.44M | 0.1% | -64.3% | 0.011% | |
5/15/2024 | Talisman Wealth Advisors LLC | 3,474 | $399K | 0.5% | +2.5% | 0.003% | |
5/15/2024 | Blue Edge Capital LLC | 100,232 | $11.52M | 1.9% | +14.1% | 0.091% | |
5/14/2024 | Toronto Dominion Bank | 243,000 | $27.94M | 0.0% | N/A | 0.220% | |
5/14/2024 | Axxcess Wealth Management LLC | 17,232 | $1.98M | 0.1% | +5.3% | 0.016% | |
5/14/2024 | EP Wealth Advisors LLC | 9,850 | $1.13M | 0.0% | -1.5% | 0.009% | |
5/14/2024 | OLD Mission Capital LLC | 96,445 | $11.09M | 0.2% | N/A | 0.087% | |
5/14/2024 | CreativeOne Wealth LLC | 30,088 | $3.46M | 0.1% | +331.7% | 0.027% | |
5/14/2024 | InterOcean Capital Group LLC | 3,189 | $367K | 0.0% | -10.4% | 0.003% | |
5/14/2024 | Lake Street Advisors Group LLC | 52,946 | $6.09M | 0.3% | +52.7% | 0.048% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 24,781 | $2.85M | 2.4% | +49.4% | 0.022% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 776 | $89K | 0.0% | +16.2% | 0.001% | |
5/11/2024 | Resurgent Financial Advisors LLC | 1,985 | $228K | 0.1% | -22.9% | 0.002% | |
5/10/2024 | Osaic Holdings Inc. | 306,855 | $35.30M | 0.1% | -76.4% | 0.275% | |
5/10/2024 | TIAA Trust National Association | 4,583,976 | $526.97M | 1.6% | +0.0% | 4.102% | |
5/10/2024 | JPMorgan Chase & Co. | 11,029,932 | $1.27B | 0.1% | +3.3% | 9.870% | |
5/10/2024 | 1ST Source Bank | 13,003 | $1.50M | 0.1% | +6.4% | 0.012% | |
5/10/2024 | Nwam LLC | 3,579 | $407K | 0.0% | -49.1% | 0.003% | |
5/9/2024 | Blair William & Co. IL | 11,479 | $1.32M | 0.0% | -10.7% | 0.010% | |
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5/9/2024 | Orion Portfolio Solutions LLC | 54,681 | $6.29M | 0.1% | -47.4% | 0.049% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,260 | $720K | 0.0% | N/A | 0.006% | |
5/8/2024 | Bell Investment Advisors Inc | 6,337 | $729K | 0.1% | -5.1% | 0.006% | |
5/8/2024 | West Wealth Group LLC | 20,578 | $2.37M | 0.9% | -82.7% | 0.018% | |
5/8/2024 | TSA Wealth Managment LLC | 7,422 | $853K | 0.4% | -74.4% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 75,434 | $8.67M | 0.1% | -30.9% | 0.068% | |
5/8/2024 | US Bancorp DE | 9,897 | $1.14M | 0.0% | -87.7% | 0.009% | |
5/8/2024 | Cornerstone Planning Group LLC | 3,163 | $356K | 0.1% | -42.9% | 0.003% | |
5/8/2024 | QRG Capital Management Inc. | 1,855 | $213K | 0.0% | N/A | 0.002% | |
5/7/2024 | Verus Capital Partners LLC | 19,477 | $2.24M | 0.2% | -24.7% | 0.017% | |
5/7/2024 | WNY Asset Management LLC | 4,904 | $564K | 0.1% | -5.4% | 0.004% | |
5/7/2024 | Sei Investments Co. | 118,710 | $13.65M | 0.0% | -27.1% | 0.106% | |
5/7/2024 | Concurrent Investment Advisors LLC | 7,978 | $917K | 0.0% | -17.0% | 0.007% | |
5/7/2024 | Atomi Financial Group Inc. | 4,287 | $493K | 0.0% | N/A | 0.004% | |
5/7/2024 | Facet Wealth Inc. | 54,456 | $6.18M | 0.2% | -0.6% | 0.049% | |
5/7/2024 | Shared Vision Wealth Group LLC | 15,133 | $1.74M | 1.1% | -36.0% | 0.014% | |
5/7/2024 | Oppenheimer & Co. Inc. | 2,223 | $256K | 0.0% | N/A | 0.002% | |
5/7/2024 | PFG Advisors | 5,723 | $658K | 0.0% | +2.5% | 0.005% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 61,501 | $7.07M | 0.2% | -1.4% | 0.055% | |
5/7/2024 | Wealthspire Advisors LLC | 16,789 | $1.93M | 0.0% | -6.2% | 0.015% | |
5/7/2024 | SG Americas Securities LLC | 415,857 | $47.81M | 0.2% | N/A | 0.372% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 757,806 | $87.12M | 0.3% | -59.8% | 0.678% | |
5/6/2024 | SYM FINANCIAL Corp | 7,982 | $918K | 0.2% | +44.4% | 0.007% | |
5/6/2024 | Gallacher Capital Management LLC | 1,866 | $215K | 0.1% | N/A | 0.002% | |
5/6/2024 | Advisory Services Network LLC | 65,032 | $7.48M | 0.2% | -17.2% | 0.058% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 6,513 | $749K | 0.5% | -14.2% | 0.006% | |
5/6/2024 | Advisory Alpha LLC | 12,127 | $1.39M | 0.1% | -6.9% | 0.011% | |
5/4/2024 | McClarren Financial Advisors Inc. | 1,035 | $119K | 0.0% | -83.3% | 0.001% | |
5/4/2024 | Keener Financial Planning LLC | 6,234 | $717K | 0.5% | -1.7% | 0.006% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,297 | $149K | 0.0% | +28.9% | 0.001% | |
5/4/2024 | Gould Asset Management LLC CA | 15,346 | $1.76M | 0.4% | -3.7% | 0.014% | |
5/4/2024 | Buck Wealth Strategies LLC | 3,308 | $380K | 0.1% | N/A | 0.003% | |
5/4/2024 | Csenge Advisory Group | 18,002 | $2.07M | 0.1% | -44.0% | 0.016% | |
5/3/2024 | Catalina Capital Group LLC | 3,559 | $409K | 0.2% | -32.6% | 0.003% | |
5/3/2024 | Avidian Wealth Solutions LLC | 16,746 | $1.93M | 0.1% | -44.5% | 0.015% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 26,761 | $3.08M | 0.4% | -93.8% | 0.024% | |
5/3/2024 | Rehmann Capital Advisory Group | 10,458 | $1.20M | 0.1% | -5.0% | 0.009% | |
5/3/2024 | BCU Wealth Advisors LLC | 3,116 | $358K | 0.3% | -49.8% | 0.003% | |
5/3/2024 | Liberty Wealth Management LLC | 8,463 | $985K | 0.2% | -68.3% | 0.008% | |
5/3/2024 | Whittier Trust Co. | 2,265 | $260K | 0.0% | +13.3% | 0.002% | |
5/2/2024 | Mutual Advisors LLC | 49,436 | $5.68M | 0.2% | -23.8% | 0.045% | |
5/2/2024 | USAdvisors Wealth Management LLC | 1,760 | $202K | 0.1% | N/A | 0.002% | |
5/2/2024 | Financial Counselors Inc. | 6,173 | $710K | 0.0% | +14.8% | 0.006% | |
5/2/2024 | Pittenger & Anderson Inc. | 3,465 | $398K | 0.0% | +5.6% | 0.003% | |
5/2/2024 | Lincoln National Corp | 63,424 | $7.29M | 0.1% | -9.7% | 0.057% | |
5/2/2024 | Choreo LLC | 171,792 | $19.75M | 0.5% | -0.9% | 0.156% | |
5/2/2024 | Presilium Private Wealth LLC | 6,191 | $712K | 0.2% | -7.1% | 0.006% | |
5/2/2024 | Crown Wealth Group LLC | 10,127 | $1.16M | 0.6% | -6.9% | 0.009% | |
5/2/2024 | PDS Planning Inc | 2,472 | $284K | 0.0% | -8.3% | 0.002% | |
5/1/2024 | StoneX Group Inc. | 11,989 | $1.38M | 0.2% | -1.3% | 0.011% | |
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5/1/2024 | Resonant Capital Advisors LLC | 9,107 | $1.05M | 0.1% | N/A | 0.008% | |
5/1/2024 | Janney Montgomery Scott LLC | 204,743 | $23.54M | 0.1% | -67.7% | 0.185% | |
5/1/2024 | BNP Paribas Financial Markets | 450,787 | $51.82M | 0.0% | +386.8% | 0.408% | |
5/1/2024 | Blue Trust Inc. | 26,243 | $3.02M | 0.0% | -72.2% | 0.024% | |
5/1/2024 | Klingman & Associates LLC | 1,826 | $210K | 0.0% | N/A | 0.002% | |
5/1/2024 | Summit Wealth Group LLC | 45,769 | $5.26M | 3.6% | -4.1% | 0.041% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 526,300 | $60.50M | 0.1% | -18.0% | 0.477% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 19,315 | $2.22M | 0.1% | -51.7% | 0.017% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 849 | $98K | 0.0% | -17.3% | 0.001% | |
5/1/2024 | Mission Wealth Management LP | 165,601 | $19.04M | 0.5% | -1.1% | 0.150% | |