6/17/2025 | Howe & Rusling Inc. | 534,596 | $43.71M | 3.7% | +9.5% | 0.085% | |
6/16/2025 | Lynx Investment Advisory | 3,125 | $255K | 0.2% | -14.8% | 0.000% | |
6/12/2025 | Sheets Smith Investment Management | 54,677 | $4.47M | 4.5% | -1.2% | 0.009% | |
6/4/2025 | First Hawaiian Bank | 2,932 | $240K | 0.0% | -15.0% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 316,999 | $25.92M | 1.3% | +4.7% | 0.050% | |
6/2/2025 | Modern Wealth Management LLC | 6,249 | $511K | 0.0% | -94.1% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 605 | $49K | 0.0% | N/A | 0.000% | |
5/28/2025 | GK Wealth Management LLC | 10,705 | $875K | 1.0% | +5.9% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 8,838 | $723K | 0.1% | -3.6% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 335,502 | $27.43M | 0.4% | +7.8% | 0.053% | |
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5/23/2025 | SWAN Capital LLC | 43,577 | $3.56M | 1.6% | +22.0% | 0.007% | |
5/23/2025 | Strategic Financial Services Inc. | 802,796 | $65.64M | 3.8% | +2.3% | 0.127% | |
5/22/2025 | Mattson Financial Services LLC | 337 | $28K | 0.0% | N/A | 0.000% | |
5/21/2025 | McAdam LLC | 2,893 | $237K | 0.0% | N/A | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,354 | $683K | 0.0% | +12.5% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 4,744 | $388K | 0.1% | -35.6% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 115,784 | $9.47M | 0.5% | -1.6% | 0.018% | |
5/20/2025 | Focus Partners Wealth | 1,184,732 | $96.86M | 0.2% | +13.0% | 0.187% | |
5/20/2025 | Integrity Alliance LLC. | 9,216 | $754K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 41,562 | $3.40M | 0.1% | +78.5% | 0.007% | |
5/20/2025 | Japan Science & Technology Agency | 7,250,000 | $592.76M | 9.1% | -25.6% | 1.147% | |
5/19/2025 | Jane Street Group LLC | 275,162 | $22.50M | 0.0% | -62.6% | 0.044% | |
5/19/2025 | SageView Advisory Group LLC | 46,328 | $3.79M | 0.2% | +6.3% | 0.007% | |
5/19/2025 | Advisory Alpha LLC | 456,320 | $37.31M | 1.3% | -22.3% | 0.072% | |
5/19/2025 | SCS Capital Management LLC | 6,204 | $507K | 0.0% | N/A | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 1,650 | $135K | 0.0% | +859.3% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 23,557 | $1.91M | 0.5% | -6.8% | 0.004% | |
5/16/2025 | Ascent Group LLC | 6,860 | $561K | 0.0% | -5.0% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 4,733 | $387K | 0.0% | +101.3% | 0.001% | |
5/16/2025 | United Services Automobile Association | 358,826 | $29.32M | 0.9% | +100.0% | 0.056% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 41,451 | $3.39M | 0.1% | +0.5% | 0.007% | |
5/16/2025 | Hamilton Capital LLC | 2,823 | $231K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 13,860 | $1.13M | 0.0% | +9.4% | 0.002% | |
5/16/2025 | Goldman Sachs Group Inc. | 11,267,008 | $921.19M | 0.1% | -3.5% | 1.767% | |
5/16/2025 | Jones Financial Companies Lllp | 241,128 | $19.72M | 0.0% | -2.6% | 0.038% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 15,799 | $1.29M | 1.0% | N/A | 0.002% | |
5/16/2025 | Talon Private Wealth LLC | 15,899 | $1.30M | 0.2% | -11.6% | 0.002% | |
5/16/2025 | Plotkin Financial Advisors LLC | 5,392 | $441K | 0.3% | -12.5% | 0.001% | |
5/16/2025 | Nepc LLC | 4,299,709 | $351.54M | 9.7% | +12.9% | 0.680% | |
5/16/2025 | NewEdge Advisors LLC | 431,150 | $35.25M | 0.2% | +5.5% | 0.068% | |
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5/16/2025 | Integrated Wealth Concepts LLC | 103,514 | $8.46M | 0.1% | -19.6% | 0.016% | |
5/16/2025 | Concorde Asset Management LLC | 4,271 | $347K | 0.2% | +3.0% | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 442,812 | $36.20M | 0.0% | -14.4% | 0.069% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 18,209 | $1.49M | 0.1% | -1.8% | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 109,667 | $8.97M | 0.0% | +8.6% | 0.017% | |
5/16/2025 | AlTi Global Inc. | 5,787 | $473K | 0.0% | -43.4% | 0.001% | |
5/16/2025 | American Family Investments Inc. | 673,619 | $55.08M | 3.8% | -74.8% | 0.106% | |
5/16/2025 | Ancora Advisors LLC | 677 | $55K | 0.0% | -83.6% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 212,905 | $17.41M | 8.1% | -20.7% | 0.033% | |
5/15/2025 | EP Wealth Advisors LLC | 14,214 | $1.16M | 0.0% | -30.3% | 0.002% | |
5/15/2025 | Ashton Thomas Securities LLC | 90,389 | $7.39M | 2.0% | -1.4% | 0.014% | |
5/15/2025 | First Manhattan CO. LLC. | 18,664 | $1.53M | 0.0% | +20.0% | 0.003% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 9,063 | $741K | 0.0% | +26.5% | 0.001% | |
5/15/2025 | First Financial Bankshares Inc | 258,991 | $21.18M | 0.5% | +1.7% | 0.041% | |
5/15/2025 | Flputnam Investment Management Co. | 602,598 | $49.27M | 0.9% | +12.3% | 0.095% | |
5/15/2025 | Royal Bank of Canada | 11,469,857 | $937.78M | 0.2% | -3.3% | 1.799% | |
5/15/2025 | Betterment LLC | 32,122 | $2.63M | 0.0% | -32.1% | 0.005% | |
5/15/2025 | MAI Capital Management | 19,668 | $1.61M | 0.0% | -22.2% | 0.003% | |
5/15/2025 | Calton & Associates Inc. | 2,745 | $224K | 0.1% | N/A | 0.000% | |
5/15/2025 | Hayek Kallen Investment Management | 4,273 | $349K | 0.1% | N/A | 0.001% | |
5/15/2025 | Connecticut Wealth Management LLC | 6,546 | $535K | 0.0% | N/A | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 16,469 | $1.35M | 0.2% | +9.7% | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 3,274,661 | $267.74M | 0.5% | +15.7% | 0.514% | |
5/15/2025 | Vident Advisory LLC | 125,604 | $10.27M | 0.2% | +3.2% | 0.020% | |
5/15/2025 | Evergreen Capital Management LLC | 82,424 | $6.74M | 0.2% | +2.2% | 0.013% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,307,152 | $106.87M | 0.1% | -46.0% | 0.205% | |
5/15/2025 | GKV Capital Management Co. Inc. | 6,766 | $553K | 0.2% | N/A | 0.001% | |
5/15/2025 | TD Capital Management LLC | 4,385 | $359K | 0.0% | +7.0% | 0.001% | |
5/15/2025 | Graney & King LLC | 1,043 | $85K | 0.1% | -84.8% | 0.000% | |
5/15/2025 | Hanover Advisors Inc. | 3,667 | $300K | 0.1% | +7.2% | 0.001% | |
5/14/2025 | Truvestments Capital LLC | 1,623 | $133K | 0.0% | +385.9% | 0.000% | |
5/14/2025 | Transamerica Financial Advisors LLC | 12,540 | $1.03M | 0.1% | +4.2% | 0.002% | |
5/14/2025 | Ieq Capital LLC | 2,952 | $241K | 0.0% | N/A | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 24,059 | $1.97M | 0.1% | +12.2% | 0.004% | |
5/14/2025 | Jane Street Group LLC | 275,162 | $22.50M | 0.0% | -62.6% | 0.043% | |
5/14/2025 | Brooks Moore & Associates Inc. | 39,545 | $3.23M | 1.8% | -1.5% | 0.006% | |
5/14/2025 | Full Sail Capital LLC | 352,502 | $28.82M | 1.9% | -3.1% | 0.055% | |
5/14/2025 | Comerica Bank | 211,538 | $17.30M | 0.1% | +7.2% | 0.033% | |
5/14/2025 | Freedom Investment Management Inc. | 24,026 | $1.96M | 0.2% | -3.4% | 0.004% | |
5/14/2025 | Synovus Financial Corp | 44,764 | $3.66M | 0.0% | +16.2% | 0.007% | |
5/14/2025 | SVB Wealth LLC | 1,262 | $103K | 0.0% | N/A | 0.000% | |
5/14/2025 | Cadence Bank | 28,500 | $2.33M | 0.2% | +20.1% | 0.004% | |
5/14/2025 | Cedar Point Capital Partners LLC | 4,038 | $330K | 0.2% | +12.5% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 115,964 | $9.48M | 0.0% | -32.0% | 0.018% | |
5/14/2025 | Cunning Capital Partners LP | 16,200 | $1.33M | 0.8% | +131.4% | 0.003% | |
5/14/2025 | Titan Global Capital Management USA LLC | 18,863 | $1.54M | 0.3% | +21.0% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 85,315 | $6.98M | 0.0% | -11.6% | 0.013% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 2,617 | $214K | 0.0% | -6.8% | 0.000% | |
5/14/2025 | 1832 Asset Management L.P. | 733,898 | $60.00M | 0.1% | -1.4% | 0.115% | |
5/14/2025 | Ameriprise Financial Inc. | 10,033,175 | $821.05M | 0.2% | +10.9% | 1.574% | |
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5/14/2025 | Bragg Financial Advisors Inc | 206,724 | $16.90M | 0.7% | +0.9% | 0.032% | |
5/14/2025 | CW Advisors LLC | 207,471 | $16.92M | 0.2% | +4,134.1% | 0.033% | |
5/14/2025 | Summit Financial LLC | 134,582 | $11.00M | 0.3% | +5.3% | 0.021% | |
5/14/2025 | Estate Counselors LLC | 12,486 | $1.02M | 0.1% | -17.1% | 0.002% | |
5/14/2025 | Flow Traders U.S. LLC | 148,136 | $12.11M | 0.5% | +422.9% | 0.023% | |
5/14/2025 | TFB Advisors LLC | 10,107 | $826K | 0.2% | -7.6% | 0.002% | |
5/14/2025 | GDS Wealth Management | 582,412 | $47.62M | 4.1% | +18.3% | 0.091% | |
5/14/2025 | Capital Analysts LLC | 9,922 | $811K | 0.0% | +79.3% | 0.002% | |
5/14/2025 | Level Four Advisory Services LLC | 55,186 | $4.51M | 0.2% | +3.7% | 0.009% | |
5/14/2025 | Tradition Wealth Management LLC | 8,058 | $659K | 0.1% | -2.1% | 0.001% | |