6/6/2024 | Westwood Holdings Group Inc. | 8,103 | $399K | 0.0% | +6.1% | 0.001% | |
5/30/2024 | Peninsula Wealth LLC | 14,756 | $726K | 0.1% | +4.4% | 0.001% | |
5/28/2024 | Verity Asset Management Inc. | 12,287 | $604K | 0.3% | -8.7% | 0.001% | |
5/24/2024 | Cetera Advisor Networks LLC | 1,581,652 | $77.80M | 0.4% | +0.2% | 0.145% | |
5/24/2024 | Cetera Advisors LLC | 567,634 | $27.92M | 0.2% | +37.9% | 0.052% | |
5/24/2024 | Cetera Investment Advisers | 3,943,728 | $193.99M | 0.5% | +107.5% | 0.361% | |
|
5/24/2024 | Invst LLC | 151,872 | $7.42M | 0.9% | +1.4% | 0.014% | |
5/23/2024 | FSA Advisors Inc. | 33,825 | $1.66M | 1.8% | +10.4% | 0.003% | |
5/21/2024 | Atria Investments Inc | 395,367 | $19.45M | 0.3% | +7.3% | 0.036% | |
5/17/2024 | Aspect Partners LLC | 9,303 | $458K | 0.4% | +2.9% | 0.001% | |
5/17/2024 | National Wealth Management Group LLC | 36,253 | $1.78M | 1.4% | -2.0% | 0.003% | |
5/17/2024 | Beacon Capital Management LLC | 1,250 | $61K | 0.0% | +498.1% | 0.000% | |
5/17/2024 | Comerica Bank | 259,866 | $12.78M | 0.1% | +1.4% | 0.024% | |
5/16/2024 | Jane Street Group LLC | 3,572,171 | $175.72M | 0.0% | +3,468.6% | 0.327% | |
5/16/2024 | Redwood Investment Management LLC | 20,154 | $991K | 0.1% | -9.7% | 0.002% | |
5/16/2024 | Global Financial Private Client LLC | 29,311 | $1.43M | 0.6% | +30.4% | 0.003% | |
5/16/2024 | Slagle Financial LLC | 4,939 | $243K | 0.1% | -53.7% | 0.000% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 287,719 | $13.76M | 0.3% | +33.7% | 0.026% | |
5/16/2024 | Ancora Advisors LLC | 54,851 | $2.70M | 0.1% | +21.5% | 0.005% | |
5/16/2024 | Vawter Financial Ltd. | 166,554 | $8.19M | 5.9% | +4.9% | 0.015% | |
5/16/2024 | Janus Henderson Group PLC | 279,666 | $13.76M | 0.0% | -0.5% | 0.026% | |
5/16/2024 | Kraft Davis & Associates LLC | 16,967 | $824K | 0.3% | N/A | 0.002% | |
5/16/2024 | Waverly Advisors LLC | 23,944 | $1.18M | 0.0% | +5.9% | 0.002% | |
5/16/2024 | Waterford Advisors LLC | 290,878 | $14.31M | 6.1% | +6.7% | 0.027% | |
5/15/2024 | SVB Wealth LLC | 20,773 | $1.02M | 0.0% | -43.9% | 0.002% | |
5/15/2024 | BOKF NA | 98,409 | $4.81M | 0.1% | -35.9% | 0.009% | |
5/15/2024 | Kestra Advisory Services LLC | 284,371 | $13.99M | 0.1% | +2.8% | 0.026% | |
5/15/2024 | 1832 Asset Management L.P. | 714,235 | $35.13M | 0.0% | +2.4% | 0.065% | |
5/14/2024 | Westwood Holdings Group Inc. | 8,103 | $399K | 0.0% | +6.1% | 0.001% | |
5/14/2024 | JT Stratford LLC | 26,167 | $1.29M | 0.3% | -5.2% | 0.002% | |
5/14/2024 | Toronto Dominion Bank | 100,000 | $4.92M | 0.0% | -43.1% | 0.009% | |
5/14/2024 | Advisors Asset Management Inc. | 6,529 | $321K | 0.0% | -20.0% | 0.001% | |
5/14/2024 | Axxcess Wealth Management LLC | 6,706 | $330K | 0.0% | -27.6% | 0.001% | |
5/14/2024 | Wellington Wealth Strategies LLC. | 8,463 | $416K | 0.2% | -45.5% | 0.001% | |
5/14/2024 | CreativeOne Wealth LLC | 585,925 | $28.82M | 1.1% | +10.7% | 0.054% | |
5/14/2024 | Lake Street Advisors Group LLC | 20,453 | $1.01M | 0.0% | N/A | 0.002% | |
5/13/2024 | Hilltop Partners LLC | 133,163 | $6.55M | 2.3% | +2,544.2% | 0.012% | |
5/13/2024 | Index Fund Advisors Inc. | 7,403 | $364K | 0.0% | N/A | 0.001% | |
5/13/2024 | Balanced Rock Investment Advisors LLC | 47,863 | $2.35M | 2.0% | +66.1% | 0.004% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 6,474 | $318K | 0.0% | N/A | 0.001% | |
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5/13/2024 | Rockport Wealth LLC | 46,658 | $2.30M | 0.8% | N/A | 0.004% | |
5/11/2024 | NYL Investors LLC | 80,000 | $3.94M | 0.1% | +10.8% | 0.007% | |
5/11/2024 | Continental Investors Services Inc. | 23,391 | $1.14M | 2.7% | +1.6% | 0.002% | |
5/10/2024 | Osaic Holdings Inc. | 1,556,192 | $76.56M | 0.2% | -70.4% | 0.142% | |
5/10/2024 | Blue Barn Wealth LLC | 238,846 | $11.75M | 6.6% | +3.1% | 0.022% | |
5/10/2024 | TIAA Trust National Association | 6,737 | $331K | 0.0% | -48.7% | 0.001% | |
5/10/2024 | Vanguard Group Inc. | 40,323,199 | $1.98B | 0.0% | +18.4% | 3.692% | |
5/10/2024 | JPMorgan Chase & Co. | 183,162,972 | $9.01B | 0.8% | -21.7% | 16.772% | |
5/10/2024 | Cooper Haims Advisors LLC | 162,262 | $7.98M | 4.6% | -36.7% | 0.015% | |
5/10/2024 | Broadview Financial Management LLC | 37,155 | $1.83M | 1.3% | -3.1% | 0.003% | |
5/10/2024 | Truepoint Inc. | 8,727 | $429K | 0.0% | N/A | 0.001% | |
5/10/2024 | Nwam LLC | 132,066 | $6.48M | 0.5% | -4.2% | 0.012% | |
5/9/2024 | Blair William & Co. IL | 5,245 | $258K | 0.0% | -12.9% | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 468,061 | $23.02M | 0.2% | +3.9% | 0.043% | |
5/9/2024 | Kingsview Wealth Management LLC | 21,543 | $1.06M | 0.0% | -14.0% | 0.002% | |
5/9/2024 | Condor Capital Management | 6,602 | $325K | 0.0% | -26.3% | 0.001% | |
5/9/2024 | SageView Advisory Group LLC | 979 | $48K | 0.0% | -98.1% | 0.000% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 539,947 | $26.56M | 0.0% | -7.1% | 0.049% | |
5/9/2024 | Private Management Group Inc. | 11,614 | $571K | 0.0% | N/A | 0.001% | |
5/9/2024 | Endowment Wealth Management Inc. | 16,495 | $811K | 0.6% | +8.6% | 0.002% | |
5/9/2024 | Koshinski Asset Management Inc. | 11,377 | $560K | 0.1% | +16.4% | 0.001% | |
5/8/2024 | P E Global LLC | 1,282,334 | $63.08M | 16.8% | N/A | 0.117% | |
5/8/2024 | Bleakley Financial Group LLC | 8,314 | $409K | 0.0% | -10.7% | 0.001% | |
5/8/2024 | Neumann Capital Management LLC | 78,714 | $3.87M | 1.4% | -1.0% | 0.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 172,614 | $8.49M | 0.1% | +64.8% | 0.016% | |
5/8/2024 | US Bancorp DE | 1,016,716 | $50.01M | 0.1% | +1.4% | 0.093% | |
5/8/2024 | Hohimer Wealth Management LLC | 46,910 | $2.31M | 0.5% | +106.5% | 0.004% | |
5/8/2024 | Cornerstone Planning Group LLC | 9,857 | $480K | 0.1% | -24.7% | 0.001% | |
5/8/2024 | Trademark Financial Management LLC | 14,417 | $709K | 0.6% | -45.2% | 0.001% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 9,388 | $462K | 0.0% | -39.4% | 0.001% | |
5/7/2024 | Pointe Capital Management LLC | 46,658 | $2.30M | 1.4% | +20.8% | 0.004% | |
5/7/2024 | WMG Financial Advisors LLC | 32,242 | $1.59M | 0.9% | +32.3% | 0.003% | |
5/7/2024 | WNY Asset Management LLC | 5,560 | $273K | 0.0% | -23.5% | 0.001% | |
5/7/2024 | Sei Investments Co. | 8,838,613 | $434.77M | 0.6% | +461.7% | 0.809% | |
5/7/2024 | SilverOak Wealth Management LLC | 10,510 | $517K | 0.1% | +11.1% | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 134,733 | $6.63M | 0.3% | +27.9% | 0.012% | |
5/7/2024 | Atomi Financial Group Inc. | 59,837 | $2.94M | 0.3% | +285.1% | 0.005% | |
5/7/2024 | Tectonic Advisors LLC | 29,112 | $1.43M | 0.1% | -5.7% | 0.003% | |
5/7/2024 | Facet Wealth Inc. | 5,712 | $278K | 0.0% | +24.0% | 0.001% | |
5/7/2024 | Nvwm LLC | 19,932 | $980K | 0.3% | N/A | 0.002% | |
5/7/2024 | Topel & Distasi Wealth Management LLC | 192,730 | $9.48M | 4.2% | +13.0% | 0.018% | |
5/7/2024 | Oppenheimer & Co. Inc. | 26,808 | $1.32M | 0.0% | +10.5% | 0.002% | |
5/7/2024 | PFG Advisors | 135,077 | $6.64M | 0.5% | +1,541.5% | 0.012% | |
5/7/2024 | Wealthspire Advisors LLC | 48,368 | $2.38M | 0.0% | +1.9% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 9,278,475 | $456.41M | 1.7% | +6.7% | 0.850% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 1,440,648 | $70.87M | 15.7% | +9.8% | 0.132% | |
5/6/2024 | Ruedi Wealth Management Inc. | 100,595 | $4.95M | 2.1% | -6.9% | 0.009% | |
5/6/2024 | W.H. Cornerstone Investments Inc. | 105,669 | $5.20M | 3.7% | +57.6% | 0.010% | |
5/4/2024 | Evolution Advisers Inc. | 383,383 | $18.86M | 10.5% | +8.8% | 0.035% | |
5/4/2024 | PrairieView Partners LLC | 765,667 | $37.66M | 4.3% | +6.6% | 0.070% | |
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5/4/2024 | Keener Financial Planning LLC | 2,059 | $102K | 0.1% | -14.5% | 0.000% | |
5/4/2024 | Coulter & Justus Financial Services LLC | 4,387 | $216K | 0.0% | N/A | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 51,834 | $2.55M | 0.1% | +23.3% | 0.005% | |
5/4/2024 | Silver Oak Advisory Group Inc. | 425,310 | $20.92M | 11.7% | +4.4% | 0.039% | |
5/4/2024 | Valley Wealth Managers Inc. | 102,526 | $5.04M | 0.4% | -5.9% | 0.009% | |
5/4/2024 | One Degree Advisors Inc | 83,039 | $4.09M | 2.0% | -0.4% | 0.008% | |
5/4/2024 | Csenge Advisory Group | 122,495 | $6.03M | 0.3% | +18.9% | 0.011% | |
5/4/2024 | Richardson Financial Services Inc. | 13,598 | $669K | 0.5% | +208.9% | 0.001% | |
5/3/2024 | Investments & Financial Planning LLC | 39,143 | $1.93M | 1.3% | +4.5% | 0.004% | |
5/3/2024 | TFB Advisors LLC | 23,352 | $1.13M | 0.4% | +87.8% | 0.002% | |