9/12/2025 | Valeo Financial Advisors LLC | 44,893 | $2.64M | 0.1% | -6.2% | 0.012% | |
9/4/2025 | Osaic Holdings Inc. | 1,240,571 | $72.92M | 0.1% | +2.6% | 0.320% | |
9/3/2025 | American Trust | 16,568 | $974K | 0.1% | N/A | 0.004% | |
8/28/2025 | Midwestern Financial LLC IA | 43,869 | $2.58M | 2.4% | N/A | 0.011% | |
8/27/2025 | Cypress Capital Advisors LLC | 61,650 | $3.62M | 2.3% | -4.6% | 0.016% | |
8/27/2025 | Orion Porfolio Solutions LLC | 166,697 | $9.80M | 0.1% | +33.4% | 0.043% | |
8/26/2025 | Thrivent Financial for Lutherans | 102,338 | $6.00M | 0.0% | +1.0% | 0.026% | |
8/22/2025 | Carter Financial Group INC. | 13,389 | $721K | 0.5% | N/A | 0.003% | |
8/22/2025 | TT Capital Management LLC | 34,718 | $2.03M | 0.7% | N/A | 0.009% | |
8/20/2025 | North Dallas Bank & Trust Co. | 15,638 | $919K | 0.7% | N/A | 0.004% | |
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8/19/2025 | B. Riley Wealth Advisors Inc. | 5,262 | $309K | 0.0% | N/A | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 22,481 | $1.32M | 0.0% | -2.8% | 0.006% | |
8/19/2025 | Element Pointe Advisors LLC | 172,190 | $10.12M | 2.4% | +37.6% | 0.044% | |
8/18/2025 | N.E.W. Advisory Services LLC | 15,955 | $938K | 0.1% | +2.3% | 0.004% | |
8/18/2025 | Hollencrest Capital Management | 714 | $42K | 0.0% | N/A | 0.000% | |
8/18/2025 | Cornerstone Financial Group LLC NE | 73,366 | $4.31M | 3.7% | +0.4% | 0.019% | |
8/15/2025 | FFT Wealth Management LLC | 11,825 | $693K | 0.1% | -38.9% | 0.003% | |
8/15/2025 | Semmax Financial Advisors Inc. | 6,065 | $355K | 0.1% | N/A | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 2,950,380 | $173.42M | 0.2% | +164.2% | 0.761% | |
8/15/2025 | Hayek Kallen Investment Management | 50,064 | $2.94M | 1.0% | -7.6% | 0.013% | |
8/15/2025 | Captrust Financial Advisors | 159,492 | $9.38M | 0.0% | -16.8% | 0.041% | |
8/15/2025 | Alaethes Wealth LLC | 504,563 | $29.66M | 8.9% | N/A | 0.130% | |
8/15/2025 | Manhattan West Asset Management LLC | 27,130 | $1.60M | 0.4% | -14.2% | 0.007% | |
8/15/2025 | Vident Advisory LLC | 65,129 | $3.83M | 0.0% | +28.9% | 0.017% | |
8/15/2025 | Smartleaf Asset Management LLC | 12,141 | $713K | 0.1% | -8.9% | 0.003% | |
8/15/2025 | Redwood Investment Management LLC | 9,990 | $587K | 0.1% | -17.0% | 0.003% | |
8/15/2025 | Scopus Asset Management L.P. | 512,714 | $30.14M | 0.5% | -1.9% | 0.132% | |
8/15/2025 | Orion Porfolio Solutions LLC | 106,174 | $6.24M | 0.0% | -15.0% | 0.027% | |
8/15/2025 | MML Investors Services LLC | 342,118 | $20.11M | 0.1% | -1.9% | 0.088% | |
8/15/2025 | McIlrath & Eck LLC | 69,997 | $4.11M | 0.5% | -10.2% | 0.018% | |
8/15/2025 | Modern Wealth Management LLC | 4,118 | $242K | 0.0% | +4.4% | 0.001% | |
8/15/2025 | Lazard Asset Management LLC | 180,782 | $10.63M | 0.0% | -2.5% | 0.047% | |
8/15/2025 | Hara Capital LLC | 180,054 | $10.58M | 6.6% | +37.1% | 0.046% | |
8/15/2025 | Hilton Capital Management LLC | 466,053 | $27.40M | 2.2% | +185.4% | 0.120% | |
8/15/2025 | Great Valley Advisor Group Inc. | 17,741 | $1.04M | 0.0% | -5.2% | 0.005% | |
8/15/2025 | EP Wealth Advisors LLC | 13,867 | $815K | 0.0% | +35.0% | 0.004% | |
8/15/2025 | Engineers Gate Manager LP | 17,947 | $1.06M | 0.0% | N/A | 0.005% | |
8/15/2025 | Envision Financial Planning LLC | 3,470 | $204K | 0.1% | -7.8% | 0.001% | |
8/15/2025 | Essential Planning LLC. | 7,712 | $453K | 0.2% | +2.5% | 0.002% | |
8/15/2025 | Curi Capital LLC | 36,485 | $2.15M | 0.0% | N/A | 0.009% | |
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8/15/2025 | Benjamin Edwards Inc. | 69,656 | $4.09M | 0.1% | -86.6% | 0.018% | |
8/15/2025 | BNP Paribas Financial Markets | 82,714 | $4.86M | 0.0% | -48.5% | 0.021% | |
8/15/2025 | Bank of America Corp DE | 8,737,169 | $513.57M | 0.0% | +26.4% | 2.252% | |
8/15/2025 | Ameriprise Financial Inc. | 2,656,654 | $161.10M | 0.0% | +0.9% | 0.685% | |
8/14/2025 | Spectrum Financial Alliance Ltd LLC | 35,299 | $2.07M | 0.6% | +14.9% | 0.009% | |
8/14/2025 | Raymond James Financial Inc. | 3,180,410 | $186.95M | 0.1% | +19.8% | 0.820% | |
8/14/2025 | Transamerica Financial Advisors LLC | 51,207 | $3.01M | 0.3% | -1.4% | 0.013% | |
8/14/2025 | Peak Asset Management LLC | 347,029 | $20.40M | 3.7% | +7.8% | 0.089% | |
8/14/2025 | Betterment LLC | 88,449 | $5.20M | 0.0% | +6.1% | 0.023% | |
8/14/2025 | Diversify Wealth Management LLC | 12,239 | $718K | 0.0% | +12.0% | 0.003% | |
8/14/2025 | Diversify Advisory Services LLC | 6,700 | $393K | 0.0% | +14.6% | 0.002% | |
8/14/2025 | Kitching Partners LLC | 10,232 | $601K | 0.6% | +172.7% | 0.003% | |
8/14/2025 | Seven Mile Advisory | 29,241 | $1.72M | 1.0% | -25.2% | 0.008% | |
8/14/2025 | Peapack Gladstone Financial Corp | 264,736 | $15.56M | 0.2% | +4.4% | 0.068% | |
8/14/2025 | Tennessee Valley Asset Management Partners | 83,357 | $4.90M | 1.2% | -0.9% | 0.021% | |
8/14/2025 | Main Street Financial Solutions LLC | 10,944 | $643K | 0.0% | +39.6% | 0.003% | |
8/14/2025 | Laird Norton Wetherby Trust Company LLC | 13,039 | $766K | 0.1% | +30.4% | 0.003% | |
8/14/2025 | Glenview Trust co | 17,385 | $1.02M | 0.0% | +34.8% | 0.004% | |
8/14/2025 | The Manufacturers Life Insurance Company | 8,240 | $484K | 0.0% | N/A | 0.002% | |
8/14/2025 | Sand Hill Global Advisors LLC | 18,818 | $1.11M | 0.0% | +30.4% | 0.005% | |
8/14/2025 | NewEdge Advisors LLC | 94,261 | $5.54M | 0.0% | +6.7% | 0.024% | |
8/14/2025 | Sagard Holdings Management Inc. | 58,692 | $3.45M | 9.7% | N/A | 0.015% | |
8/14/2025 | State Street Corp | 4,150,000 | $243.94M | 0.0% | -7.8% | 1.070% | |
8/14/2025 | Sentinus LLC | 13,483 | $793K | 0.2% | +11.8% | 0.003% | |
8/14/2025 | L2 Asset Management LLC | 10,032 | $590K | 0.1% | N/A | 0.003% | |
8/14/2025 | Transce3nd LLC | 4,173 | $245K | 0.1% | -52.9% | 0.001% | |
8/14/2025 | Cary Street Partners Financial LLC | 31,081 | $1.83M | 0.1% | -6.8% | 0.008% | |
8/14/2025 | Cerity Partners LLC | 3,677,985 | $216.19M | 0.4% | +0.3% | 0.948% | |
8/13/2025 | Victory Financial Group LLC | 3,840 | $226K | 0.0% | N/A | 0.001% | |
8/13/2025 | Seven Springs Wealth Group LLC | 33,132 | $1.95M | 0.5% | -34.3% | 0.009% | |
8/13/2025 | Flow Traders U.S. LLC | 67,115 | $3.95M | 0.1% | N/A | 0.017% | |
8/13/2025 | Brown Advisory Inc. | 1,615,046 | $94.93M | 0.1% | +30.9% | 0.416% | |
8/13/2025 | SCS Capital Management LLC | 4,282,925 | $251.75M | 2.8% | -1.6% | 1.104% | |
8/13/2025 | Portland Global Advisors LLC | 705,265 | $41.46M | 4.9% | +5.9% | 0.182% | |
8/13/2025 | Dynamic Wealth Strategies LLC | 3,556 | $209K | 0.2% | -6.4% | 0.001% | |
8/13/2025 | Baird Financial Group Inc. | 5,751,500 | $338.07M | 0.6% | +18.5% | 1.483% | |
8/13/2025 | Parkworth Wealth Management Inc. | 4,906 | $288K | 0.2% | +23.9% | 0.001% | |
8/13/2025 | Raab & Moskowitz Asset Management LLC | 10,558 | $621K | 0.1% | -3.4% | 0.003% | |
8/13/2025 | EverSource Wealth Advisors LLC | 152,978 | $8.99M | 0.4% | +25.9% | 0.039% | |
8/13/2025 | Trek Financial LLC | 110,116 | $6.47M | 0.4% | +46.7% | 0.028% | |
8/13/2025 | CW Advisors LLC | 129,567 | $7.62M | 0.1% | +628.1% | 0.033% | |
8/13/2025 | Nicolet Bankshares Inc. | 5,164 | $304K | 0.1% | N/A | 0.001% | |
8/13/2025 | Beacon Pointe Advisors LLC | 878,643 | $51.65M | 0.5% | +58.2% | 0.227% | |
8/13/2025 | Grove Street Fiduciary LLC | 43,662 | $2.57M | 1.2% | -2.3% | 0.011% | |
8/13/2025 | M&T Bank Corp | 3,162,507 | $185.89M | 0.6% | -2.4% | 0.815% | |
8/13/2025 | ARK & TLK Investments LLC | 176,146 | $10.35M | 3.3% | +2.9% | 0.045% | |
8/13/2025 | Sun Life Financial Inc. | 312,225 | $18.35M | 1.0% | N/A | 0.080% | |
8/13/2025 | Boston Family Office LLC | 65,137 | $3.83M | 0.3% | -7.3% | 0.017% | |
8/13/2025 | Edgestream Partners L.P. | 97,300 | $5.72M | 0.2% | N/A | 0.025% | |
8/13/2025 | Trustmark Bank Trust Department | 784,877 | $46.14M | 3.2% | +1.3% | 0.202% | |
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8/13/2025 | Lido Advisors LLC | 86,966 | $5.11M | 0.0% | +70.3% | 0.022% | |
8/13/2025 | Leuthold Group LLC | 17,786 | $1.05M | 0.1% | +42.7% | 0.005% | |
8/13/2025 | Tobias Financial Advisors Inc. | 3,758 | $221K | 0.0% | N/A | 0.001% | |
8/13/2025 | Kuhn & Co Investment Counsel | 21,934 | $1.29M | 1.0% | +7.5% | 0.006% | |
8/13/2025 | Rinkey Investments | 11,049 | $649K | 0.2% | +5.5% | 0.003% | |
8/13/2025 | AmeriServ Wealth Advisors | 175,605 | $10.32M | 5.1% | +47.3% | 0.045% | |
8/13/2025 | F m Investments LLC | 15,438 | $907K | 0.0% | -2.7% | 0.004% | |
8/13/2025 | Quadrature Capital Ltd | 26,291 | $1.55M | 0.0% | N/A | 0.007% | |
8/13/2025 | Scotia Capital Inc. | 82,008 | $4.82M | 0.0% | +7.8% | 0.021% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,475,137 | $86.71M | 0.1% | +2.0% | 0.380% | |