9/12/2025 | Valeo Financial Advisors LLC | 6,198 | $450K | 0.0% | +17.7% | 0.004% | |
9/4/2025 | Osaic Holdings Inc. | 166,193 | $12.09M | 0.0% | +5.9% | 0.118% | |
8/26/2025 | Thrivent Financial for Lutherans | 2,932 | $213K | 0.0% | N/A | 0.002% | |
8/19/2025 | Advisory Services Network LLC | 30,100 | $2.18M | 0.0% | +0.5% | 0.021% | |
8/18/2025 | Geneos Wealth Management Inc. | 15,795 | $1.15M | 0.0% | +5.5% | 0.011% | |
8/15/2025 | Corient Private Wealth LLC | 499,374 | $36.30M | 0.0% | -27.3% | 0.354% | |
8/15/2025 | Equitable Holdings Inc. | 114,732 | $8.34M | 0.1% | -57.2% | 0.081% | |
8/15/2025 | State of Tennessee Department of Treasury | 637,648 | $46.34M | 0.2% | -6.6% | 0.452% | |
8/15/2025 | Captrust Financial Advisors | 157,557 | $11.45M | 0.0% | +0.6% | 0.112% | |
8/15/2025 | Keel Point LLC | 20,410 | $1.48M | 0.1% | +48.4% | 0.014% | |
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8/15/2025 | Two Sigma Securities LLC | 5,658 | $411K | 0.1% | -74.5% | 0.004% | |
8/15/2025 | Smartleaf Asset Management LLC | 4,263 | $309K | 0.0% | +15.4% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 70,399 | $5.12M | 0.0% | -2.6% | 0.050% | |
8/15/2025 | Modern Wealth Management LLC | 2,836 | $206K | 0.0% | -21.0% | 0.002% | |
8/15/2025 | IHT Wealth Management LLC | 32,775 | $2.38M | 0.1% | -5.0% | 0.023% | |
8/15/2025 | EP Wealth Advisors LLC | 16,246 | $1.18M | 0.0% | +19.1% | 0.012% | |
8/15/2025 | Curi Capital LLC | 44,099 | $3.21M | 0.1% | +224.2% | 0.031% | |
8/15/2025 | BNP Paribas Financial Markets | 8,500 | $618K | 0.0% | +94,344.4% | 0.006% | |
8/15/2025 | Bank of America Corp DE | 2,005,470 | $145.76M | 0.0% | +5.0% | 1.420% | |
8/15/2025 | Ameriprise Financial Inc. | 111,756 | $8.15M | 0.0% | -3.8% | 0.079% | |
8/14/2025 | First Citizens Asset Management Inc. | 24,520 | $1.78M | 0.7% | -22.7% | 0.017% | |
8/14/2025 | Jane Street Group LLC | 666,807 | $48.46M | 0.0% | +166.7% | 0.472% | |
8/14/2025 | Sentinel Wealth Management Inc. | 6,426 | $467K | 0.4% | N/A | 0.005% | |
8/14/2025 | Raymond James Financial Inc. | 282,208 | $20.51M | 0.0% | -17.4% | 0.200% | |
8/14/2025 | Betterment LLC | 10,234 | $744K | 0.0% | +4.7% | 0.007% | |
8/14/2025 | Quantinno Capital Management LP | 10,060 | $731K | 0.0% | +29.5% | 0.007% | |
8/14/2025 | Diversify Wealth Management LLC | 3,039 | $228K | 0.0% | -7.3% | 0.002% | |
8/14/2025 | Becker Capital Management Inc. | 6,584 | $479K | 0.0% | -17.0% | 0.005% | |
8/14/2025 | Sei Investments Co. | 45,378 | $3.30M | 0.0% | -18.1% | 0.032% | |
8/14/2025 | Qube Research & Technologies Ltd | 31,948 | $2.32M | 0.0% | +10,074.5% | 0.023% | |
8/14/2025 | SVB Wealth LLC | 63,899 | $4.64M | 0.2% | N/A | 0.045% | |
8/14/2025 | Baker Avenue Asset Management LP | 472,743 | $34.36M | 1.0% | +7.9% | 0.335% | |
8/14/2025 | Cerity Partners LLC | 28,041 | $2.04M | 0.0% | +29.3% | 0.020% | |
8/13/2025 | Vance Wealth LLC | 31,878 | $2.32M | 0.8% | -6.7% | 0.023% | |
8/13/2025 | SageView Advisory Group LLC | 21,900 | $1.61M | 0.1% | +12.5% | 0.016% | |
8/13/2025 | Flow Traders U.S. LLC | 347,919 | $25.29M | 0.9% | +658.6% | 0.246% | |
8/13/2025 | Cresset Asset Management LLC | 27,933 | $2.03M | 0.0% | +8.1% | 0.020% | |
8/13/2025 | Strategic Family Wealth Counselors L.L.C. | 24,388 | $1.77M | 0.5% | -1.0% | 0.017% | |
8/13/2025 | SCS Capital Management LLC | 19,949 | $1.45M | 0.0% | -2.6% | 0.014% | |
8/13/2025 | Baird Financial Group Inc. | 122,382 | $8.90M | 0.0% | +1.2% | 0.087% | |
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8/13/2025 | Parkworth Wealth Management Inc. | 17,861 | $1.30M | 0.9% | +1.5% | 0.013% | |
8/13/2025 | EverSource Wealth Advisors LLC | 498 | $36K | 0.0% | -57.0% | 0.000% | |
8/13/2025 | Invesco Ltd. | 10,401 | $756K | 0.0% | -7.6% | 0.007% | |
8/13/2025 | Peloton Wealth Strategists | 28,498 | $2.07M | 0.8% | -10.4% | 0.020% | |
8/13/2025 | Nicolet Bankshares Inc. | 5,092 | $370K | 0.1% | +34.6% | 0.004% | |
8/13/2025 | RPg Family Wealth Advisory LLC | 21,861 | $1.59M | 0.4% | -3.2% | 0.015% | |
8/13/2025 | River Wealth Advisors LLC | 4,074 | $296K | 0.0% | -10.7% | 0.003% | |
8/13/2025 | Beacon Pointe Advisors LLC | 20,918 | $1.52M | 0.0% | -3.2% | 0.015% | |
8/13/2025 | M&T Bank Corp | 137,224 | $9.97M | 0.0% | +0.2% | 0.097% | |
8/13/2025 | ARK & TLK Investments LLC | 7,195 | $523K | 0.2% | -4.9% | 0.005% | |
8/13/2025 | Fisher Asset Management LLC | 3,520 | $256K | 0.0% | N/A | 0.002% | |
8/13/2025 | Lido Advisors LLC | 150,227 | $10.92M | 0.0% | +1,107.0% | 0.106% | |
8/13/2025 | Martin & Co. Inc. TN | 45,008 | $3.27M | 0.6% | -1.4% | 0.032% | |
8/13/2025 | First National Advisers LLC | 2,800 | $204K | 0.0% | N/A | 0.002% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 591,062 | $42.96M | 0.0% | +1.4% | 0.419% | |
8/13/2025 | Quadrant Capital Group LLC | 40,684 | $2.96M | 0.1% | -85.2% | 0.029% | |
8/13/2025 | Choreo LLC | 349,443 | $25.40M | 0.3% | -4.9% | 0.247% | |
8/12/2025 | J.W. Cole Advisors Inc. | 12,487 | $908K | 0.0% | +4.0% | 0.009% | |
8/12/2025 | XTX Topco Ltd | 4,051 | $294K | 0.0% | N/A | 0.003% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 30,072 | $2.19M | 0.0% | -1.8% | 0.021% | |
8/12/2025 | Global Retirement Partners LLC | 33,049 | $2.40M | 0.1% | N/A | 0.023% | |
8/12/2025 | Coldstream Capital Management Inc. | 90,507 | $6.58M | 0.1% | -77.6% | 0.064% | |
8/12/2025 | Shakespeare Wealth Management LLC | 289,426 | $21.04M | 5.6% | -0.3% | 0.205% | |
8/12/2025 | American Century Companies Inc. | 16,241 | $1.18M | 0.0% | +84.0% | 0.012% | |
8/12/2025 | Richard W. Paul & Associates LLC | 43,993 | $3.20M | 1.2% | -0.9% | 0.031% | |
8/12/2025 | Franklin Resources Inc. | 378,469 | $27.51M | 0.0% | -34.2% | 0.268% | |
8/12/2025 | MAI Capital Management | 340,341 | $24.74M | 0.2% | +21.3% | 0.241% | |
8/12/2025 | JPMorgan Chase & Co. | 1,772,412 | $128.82M | 0.0% | -54.4% | 1.255% | |
8/12/2025 | Archvest Wealth Advisors Inc. | 3,469 | $252K | 0.2% | -4.8% | 0.002% | |
8/12/2025 | NorthStar Asset Management LLC NJ | 65,759 | $4.78M | 1.3% | +2.8% | 0.047% | |
8/12/2025 | NFP Retirement Inc. | 82,095 | $5.97M | 0.4% | N/A | 0.058% | |
8/11/2025 | FSC Wealth Advisors LLC | 5,511 | $401K | 0.2% | +5.2% | 0.004% | |
8/11/2025 | Wescott Financial Advisory Group LLC | 25,139 | $1.83M | 0.2% | +0.7% | 0.018% | |
8/11/2025 | Shoker Investment Counsel Inc. | 136,975 | $9.96M | 3.1% | +4.6% | 0.097% | |
8/11/2025 | Pinnacle Wealth Planning Services Inc. | 8,423 | $612K | 0.1% | -4.8% | 0.006% | |
8/11/2025 | Foundation Wealth Management LLC PA | 48,344 | $3.51M | 1.5% | -1.2% | 0.034% | |
8/8/2025 | Tortoise Investment Management LLC | 16,602 | $1.21M | 0.1% | -3.2% | 0.012% | |
8/8/2025 | Rockefeller Capital Management L.P. | 17,151 | $1.25M | 0.0% | +7.3% | 0.012% | |
8/8/2025 | Avantax Advisory Services Inc. | 741,134 | $53.87M | 0.3% | +2.3% | 0.525% | |
8/8/2025 | Cetera Investment Advisers | 274,406 | $19.94M | 0.0% | +13.8% | 0.194% | |
8/8/2025 | Creative Planning | 4,279,272 | $311.02M | 0.3% | -4.9% | 3.031% | |
8/8/2025 | Empower Advisory Group LLC | 9,165 | $666K | 0.0% | +41.4% | 0.006% | |
8/8/2025 | Beacon Harbor Wealth Advisors Inc. | 36,176 | $2.63M | 0.7% | -11.6% | 0.026% | |
8/8/2025 | Wrapmanager Inc. | 3,256 | $237K | 0.1% | -8.0% | 0.002% | |
8/8/2025 | Family Firm Inc. | 23,841 | $1.73M | 0.4% | -4.0% | 0.017% | |
8/8/2025 | Omega Financial Group LLC | 139,650 | $10.15M | 3.6% | +0.5% | 0.099% | |
8/8/2025 | Arvest Bank Trust Division | 332,173 | $24.14M | 1.4% | -1.2% | 0.235% | |
8/8/2025 | PNC Financial Services Group Inc. | 610,968 | $44.41M | 0.0% | -57.5% | 0.433% | |
8/8/2025 | Brickley Wealth Management | 6,421 | $467K | 0.1% | -2.3% | 0.005% | |
8/8/2025 | IMA Advisory Services Inc. | 136,400 | $9.90M | 1.1% | +0.5% | 0.097% | |
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8/7/2025 | Cascade Financial Partners LLC | 64,067 | $4.66M | 0.6% | +2.0% | 0.045% | |
8/7/2025 | CENTRAL TRUST Co | 985 | $72K | 0.0% | +15.9% | 0.001% | |
8/7/2025 | Nwam LLC | 4,190 | $304K | 0.0% | +25.6% | 0.003% | |
8/7/2025 | Samalin Investment Counsel LLC | 5,094 | $370K | 0.1% | +6.9% | 0.004% | |
8/7/2025 | Vise Technologies Inc. | 39,787 | $2.89M | 0.1% | N/A | 0.028% | |
8/7/2025 | Mosaic Financial Group LLC | 3,077 | $224K | 0.2% | N/A | 0.002% | |
8/7/2025 | Allworth Financial LP | 68,491 | $4.98M | 0.0% | -2.2% | 0.049% | |
8/7/2025 | Fonville Wealth Management LLC | 101,592 | $7.38M | 1.9% | +8.1% | 0.072% | |
8/7/2025 | Pinnacle Wealth Management Advisory Group LLC | 44,137 | $3.21M | 0.3% | -3.9% | 0.031% | |
8/7/2025 | Future Fund LLC | 27,273 | $1.98M | 0.9% | N/A | 0.019% | |