6/10/2025 | Birchbrook Inc. | 456 | $431K | 0.2% | +2.5% | 0.000% | |
6/9/2025 | 1248 Management LLC | 1,082 | $1.02M | 0.4% | -44.7% | 0.000% | |
6/6/2025 | eCIO Inc. | 51 | $48K | 0.0% | N/A | 0.000% | |
6/6/2025 | Blue Oak Capital LLC | 247 | $234K | 0.1% | -16.8% | 0.000% | |
6/5/2025 | Fruth Investment Management | 5,057 | $4.78M | 1.3% | -2.4% | 0.001% | |
6/5/2025 | Cim LLC | 24,622 | $23.29M | 3.5% | +9.7% | 0.006% | |
6/5/2025 | Osterweis Capital Management Inc. | 532 | $503K | 0.0% | -15.2% | 0.000% | |
6/4/2025 | First Hawaiian Bank | 5,926 | $5.61M | 0.3% | +2.6% | 0.001% | |
6/4/2025 | Harold Davidson & Associates Inc. | 5,581 | $5.28M | 2.9% | -1.2% | 0.001% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 173 | $163K | 0.0% | +30.1% | 0.000% | |
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6/3/2025 | Invst LLC | 2,674 | $2.53M | 0.3% | -24.2% | 0.001% | |
6/2/2025 | Hodges Capital Management Inc. | 3,423 | $3.24M | 0.3% | +52.1% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 7,908 | $7.48M | 0.2% | +6.7% | 0.002% | |
5/29/2025 | Nova Wealth Management Inc. | 444 | $420K | 0.4% | +8.8% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 703 | $665K | 0.2% | +4.5% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 87,924 | $81.88M | 0.1% | +40.7% | 0.020% | |
5/28/2025 | Anson Funds Management LP | 768 | $726K | 0.1% | +5.5% | 0.000% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 1,930 | $1.83M | 0.7% | -1.0% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 17,829 | $16.58M | 2.2% | +39.0% | 0.004% | |
5/28/2025 | Anderson Financial Strategies LLC | 40 | $38K | 0.0% | +900.0% | 0.000% | |
5/28/2025 | Strs Ohio | 128,715 | $121.74M | 0.5% | N/A | 0.029% | |
5/28/2025 | GK Wealth Management LLC | 221 | $209K | 0.2% | N/A | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 3,576 | $3.38M | 2.6% | -0.9% | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 3,182 | $3.01M | 0.2% | +0.4% | 0.001% | |
5/27/2025 | Carderock Capital Management Inc. | 10,727 | $10.15M | 2.7% | -1.6% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 39,946 | $37.78M | 0.6% | -0.7% | 0.009% | |
5/27/2025 | Iron Gate Global Advisors LLC | 1,638 | $1.55M | 0.2% | -0.8% | 0.000% | |
5/23/2025 | Strategic Financial Services Inc. | 3,116 | $2.95M | 0.2% | +0.4% | 0.001% | |
5/23/2025 | Twin Lakes Capital Management LLC | 318 | $301K | 0.2% | -55.7% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 1,703 | $1.61M | 0.3% | -4.2% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 714 | $675K | 0.2% | +5.5% | 0.000% | |
5/22/2025 | WBI Investments LLC | 306 | $289K | 0.1% | N/A | 0.000% | |
5/22/2025 | Chelsea Counsel Co. | 8,440 | $7.98M | 4.3% | -3.3% | 0.002% | |
5/21/2025 | Westbourne Investments Inc. | 3,308 | $3.13M | 1.9% | -3.3% | 0.001% | |
5/21/2025 | Indiana Trust & Investment Management Co | 7,580 | $7.17M | 2.6% | -0.9% | 0.002% | |
5/21/2025 | MBL Wealth LLC | 1,551 | $1.47M | 0.1% | +11.6% | 0.000% | |
5/21/2025 | McAdam LLC | 815 | $771K | 0.0% | -9.0% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 171,560 | $162.23M | 0.5% | -52.8% | 0.039% | |
5/21/2025 | Geneos Wealth Management Inc. | 10,664 | $10.09M | 0.3% | +5.9% | 0.002% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 7,650 | $7.24M | 1.3% | +4.8% | 0.002% | |
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5/21/2025 | IFM Investors Pty Ltd | 80,909 | $76.52M | 0.8% | +1.4% | 0.018% | |
5/20/2025 | Acorns Advisers LLC | 1,231 | $1.16M | 0.0% | +14.5% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 3,322 | $3.14M | 0.6% | -31.9% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 7,493 | $7.09M | 0.4% | -15.3% | 0.002% | |
5/20/2025 | Jupiter Wealth Management LLC | 649 | $671K | 0.4% | +12.3% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 42,009 | $39.73M | 0.4% | -15.7% | 0.009% | |
5/20/2025 | Focus Partners Wealth | 259,602 | $245.53M | 0.6% | +13.3% | 0.059% | |
5/20/2025 | Flaharty Asset Management LLC | 456 | $431K | 0.1% | -4.2% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 17,044 | $16.12M | 0.6% | +271.4% | 0.004% | |
5/20/2025 | Ransom Advisory Ltd | 64 | $61K | 0.0% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 8,280 | $7.83M | 0.7% | +1.2% | 0.002% | |
5/20/2025 | Glenview Trust co | 9,643 | $9.12M | 0.2% | +1.5% | 0.002% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 11,139 | $10.54M | 6.4% | +0.7% | 0.003% | |
5/20/2025 | Aspen Investment Management Inc | 1,063 | $1.01M | 0.5% | +42.5% | 0.000% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 67,700 | $64.03M | 0.6% | +5.8% | 0.015% | |
5/20/2025 | Plato Investment Management Ltd | 12,161 | $11.63M | 1.0% | -6.6% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 5,335 | $5.05M | 0.2% | -0.4% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 3,141 | $2.97M | 0.1% | +0.8% | 0.001% | |
5/19/2025 | Trinity Financial Advisors LLC | 1,003 | $970K | 0.3% | -1.0% | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 5,715 | $5.41M | 2.6% | -5.7% | 0.001% | |
5/19/2025 | Alaethes Wealth LLC | 608 | $575K | 0.2% | -2.4% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 4,116 | $3.89M | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 3,226,620 | $3.05B | 0.8% | -1.8% | 0.727% | |
5/19/2025 | Optimize Financial Inc | 461 | $436K | 0.2% | -13.8% | 0.000% | |
5/16/2025 | Woodline Partners LP | 37,502 | $35.47M | 0.2% | +40.9% | 0.008% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 97,414 | $92.13M | 0.7% | +83.2% | 0.022% | |
5/16/2025 | American Trust | 6,353 | $6.01M | 1.5% | -13.6% | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 2,698 | $2.55M | 0.3% | -1.0% | 0.001% | |
5/16/2025 | Empowered Funds LLC | 16,622 | $15.72M | 0.2% | +30.2% | 0.004% | |
5/16/2025 | Logan Capital Management Inc. | 2,628 | $2.49M | 0.1% | -8.1% | 0.001% | |
5/16/2025 | Northeast Financial Consultants Inc | 792 | $749K | 0.0% | -39.7% | 0.000% | |
5/16/2025 | Peloton Wealth Strategists | 3,703 | $3.50M | 1.5% | +0.9% | 0.001% | |
5/16/2025 | Faithward Advisors LLC | 4,784 | $4.53M | 0.8% | -2.3% | 0.001% | |
5/16/2025 | MBB Public Markets I LLC | 352 | $333K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 13,426 | $12.70M | 0.5% | +22.9% | 0.003% | |
5/16/2025 | RNC Capital Management LLC | 3,114 | $2.95M | 0.2% | -4.6% | 0.001% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 10,233 | $9.68M | 0.2% | -6.0% | 0.002% | |
5/16/2025 | Coppell Advisory Solutions LLC | 6,454 | $6.40M | 0.5% | +87.8% | 0.001% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 10,447 | $9.88M | 0.4% | -15.3% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 3,955 | $3.74M | 0.3% | -31.1% | 0.001% | |
5/16/2025 | Great Lakes Advisors LLC | 28,527 | $26.98M | 0.2% | -22.4% | 0.006% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 5,800 | $5.49M | 2.5% | -2.6% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 2,258 | $2.14M | 0.1% | +3.0% | 0.001% | |
5/16/2025 | Hamilton Capital LLC | 592 | $560K | 0.0% | +2.2% | 0.000% | |
5/16/2025 | Sciencast Management LP | 1,710 | $1.62M | 0.4% | N/A | 0.000% | |
5/16/2025 | Fred Alger Management LLC | 10,130 | $9.58M | 0.1% | N/A | 0.002% | |
5/16/2025 | First Dallas Securities Inc. | 2,703 | $2.56M | 1.1% | -1.8% | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 14,168 | $13.40M | 0.5% | +0.6% | 0.003% | |
5/16/2025 | Guardian Partners Inc. | 9,929 | $9.69M | 1.0% | -4.2% | 0.002% | |
5/16/2025 | Redwood Investments LLC | 2,146 | $2.03M | 0.8% | -5.0% | 0.000% | |
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5/16/2025 | Laidlaw Wealth Management LLC | 934 | $883K | 2.6% | -41.8% | 0.000% | |
5/16/2025 | Kestra Investment Management LLC | 1,454 | $1.38M | 0.0% | +80.8% | 0.000% | |
5/16/2025 | Resources Management Corp CT ADV | 12,147 | $11.49M | 1.6% | +1.2% | 0.003% | |
5/16/2025 | Knightsbridge Asset Management LLC | 5,841 | $5.52M | 1.4% | +0.4% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 10,623 | $10.05M | 0.0% | -83.0% | 0.002% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 817 | $772K | 0.1% | +86.1% | 0.000% | |
5/16/2025 | CKW Financial Group | 1,022 | $975K | 0.1% | -57.6% | 0.000% | |
5/16/2025 | Front Street Capital Management Inc. | 26,731 | $25.29M | 4.8% | -19.5% | 0.006% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 416 | $393K | 0.3% | +8.6% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 1,266 | $1.20M | 0.9% | N/A | 0.000% | |