6/9/2025 | 1248 Management LLC | 1,221 | $1.16M | 0.5% | -11.5% | 0.001% | |
6/6/2025 | eCIO Inc. | 247 | $234K | 0.1% | N/A | 0.000% | |
6/3/2025 | Invst LLC | 1,602 | $1.52M | 0.2% | -34.1% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 794 | $752K | 0.0% | +14.4% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 39 | $37K | 0.0% | N/A | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 80,441 | $76.15M | 0.1% | +88.0% | 0.052% | |
5/28/2025 | Vista Cima Wealth Management LLC | 254 | $240K | 0.2% | N/A | 0.000% | |
5/28/2025 | Anderson Financial Strategies LLC | 35 | $33K | 0.0% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 43,839 | $41.49M | 0.2% | N/A | 0.028% | |
5/28/2025 | Intrua Financial LLC | 763 | $722K | 0.1% | +15.3% | 0.000% | |
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5/28/2025 | Addison Capital Co | 3,570 | $3.38M | 1.3% | +4.8% | 0.002% | |
5/28/2025 | Turn8 Private Wealth Inc. | 3,412 | $3.23M | 2.5% | +4.0% | 0.002% | |
5/27/2025 | Jacobi Capital Management LLC | 761 | $720K | 0.1% | +8.6% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 33,101 | $31.33M | 0.5% | +3.1% | 0.021% | |
5/27/2025 | SWS Partners | 3,025 | $2.86M | 0.9% | -2.9% | 0.002% | |
5/23/2025 | Strategic Financial Services Inc. | 3,392 | $3.21M | 0.2% | -5.6% | 0.002% | |
5/21/2025 | Indiana Trust & Investment Management Co | 1,920 | $1.82M | 0.7% | -1.0% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 521 | $493K | 0.0% | +22.0% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 729 | $690K | 0.0% | +15.9% | 0.000% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 10,298 | $9.75M | 1.8% | -0.5% | 0.007% | |
5/21/2025 | IFM Investors Pty Ltd | 26,518 | $25.10M | 0.3% | -1.0% | 0.017% | |
5/20/2025 | Acorns Advisers LLC | 426 | $403K | 0.0% | +12.7% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 1,099 | $1.04M | 0.2% | +1.8% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 2,090 | $1.98M | 0.1% | +4.8% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 6,034 | $5.71M | 0.1% | +11.7% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 139,904 | $132.42M | 0.3% | +21.7% | 0.090% | |
5/20/2025 | Flaharty Asset Management LLC | 48 | $45K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 3,477 | $3.29M | 0.1% | +676.1% | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 2,508 | $2.37M | 1.2% | N/A | 0.002% | |
5/20/2025 | Glenview Trust co | 13,835 | $13.10M | 0.3% | N/A | 0.009% | |
5/20/2025 | Plato Investment Management Ltd | 3,464 | $3.31M | 0.3% | -45.7% | 0.002% | |
5/19/2025 | Game Plan Financial Advisors LLC | 30 | $28K | 0.0% | +100.0% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 693 | $656K | 0.0% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,206,935 | $1.14B | 0.3% | +10.2% | 0.777% | |
5/19/2025 | Legacy Advisory Services LLC | 636 | $602K | 0.5% | N/A | 0.000% | |
5/16/2025 | Woodline Partners LP | 12,300 | $11.64M | 0.1% | +40.7% | 0.008% | |
5/16/2025 | American Trust | 2,665 | $2.52M | 0.6% | -21.8% | 0.002% | |
5/16/2025 | Semmax Financial Advisors Inc. | 4,290 | $3.96M | 1.1% | +7.2% | 0.003% | |
5/16/2025 | Empowered Funds LLC | 3,895 | $3.69M | 0.1% | +24.8% | 0.003% | |
5/16/2025 | Logan Capital Management Inc. | 1,721 | $1.63M | 0.1% | N/A | 0.001% | |
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5/16/2025 | Faithward Advisors LLC | 1,796 | $1.70M | 0.3% | -2.0% | 0.001% | |
5/16/2025 | MBB Public Markets I LLC | 331 | $313K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 2,050 | $1.94M | 0.1% | -21.3% | 0.001% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 3,037 | $2.87M | 0.1% | -7.2% | 0.002% | |
5/16/2025 | RNC Capital Management LLC | 59,463 | $56.28M | 2.9% | -1.3% | 0.038% | |
5/16/2025 | United Services Automobile Association | 3,294 | $3.12M | 0.1% | N/A | 0.002% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 13,939 | $13.19M | 0.5% | -3.7% | 0.009% | |
5/16/2025 | Great Lakes Advisors LLC | 163,815 | $154.80M | 1.4% | -2.6% | 0.106% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 20,196 | $19.12M | 0.5% | -22.2% | 0.013% | |
5/16/2025 | Hamilton Capital LLC | 309 | $292K | 0.0% | +12.4% | 0.000% | |
5/16/2025 | Fred Alger Management LLC | 12,038 | $11.39M | 0.1% | +5.4% | 0.008% | |
5/16/2025 | Everstar Asset Management LLC | 32,460 | $30.72M | 5.8% | N/A | 0.021% | |
5/16/2025 | CTC Alternative Strategies Ltd. | 4,400 | $4.17M | 5.1% | N/A | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 8,643 | $8.18M | 0.3% | +7.5% | 0.006% | |
5/16/2025 | Resources Management Corp CT ADV | 14,031 | $13.28M | 1.9% | -0.1% | 0.009% | |
5/16/2025 | Jones Financial Companies Lllp | 19,223 | $17.93M | 0.0% | -55.1% | 0.012% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 380 | $360K | 0.1% | N/A | 0.000% | |
5/16/2025 | U S Wealth Group LLC. | 2,407 | $2.28M | 1.8% | -5.9% | 0.002% | |
5/16/2025 | USS Investment Management Ltd | 23,950 | $22.66M | 0.2% | -24.1% | 0.015% | |
5/16/2025 | UniSuper Management Pty Ltd | 9,536 | $9.03M | 0.1% | -66.0% | 0.006% | |
5/16/2025 | Sepio Capital LP | 4,531 | $4.29M | 0.3% | -12.4% | 0.003% | |
5/16/2025 | Rise Advisors LLC | 87 | $83K | 0.0% | +19.2% | 0.000% | |
5/16/2025 | Sandler Capital Management | 1,547 | $1.46M | 0.4% | N/A | 0.001% | |
5/16/2025 | NFJ Investment Group LLC | 35,460 | $33.56M | 1.1% | +954.1% | 0.023% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 18,121 | $17.15M | 0.1% | +0.7% | 0.012% | |
5/16/2025 | Nearwater Capital Markets Ltd | 6,000 | $5.68M | 0.2% | -50.0% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 68,596 | $64.92M | 0.4% | +0.6% | 0.044% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 20,840 | $19.73M | 0.0% | +45.3% | 0.013% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,350 | $2.22M | 0.0% | +5.0% | 0.002% | |
5/16/2025 | Greenline Partners LLC | 4,177 | $3.95M | 0.6% | -1.7% | 0.003% | |
5/16/2025 | Hancock Whitney Corp | 348 | $329K | 0.0% | -16.9% | 0.000% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 10,139 | $9.60M | 0.2% | +0.6% | 0.007% | |
5/16/2025 | Eschler Asset Management LLP | 1,433 | $1.36M | 3.4% | -35.0% | 0.001% | |
5/16/2025 | Cinctive Capital Management LP | 9,309 | $8.81M | 0.7% | N/A | 0.006% | |
5/16/2025 | Clark Capital Management Group Inc. | 105,166 | $99.54M | 0.7% | -21.0% | 0.068% | |
5/16/2025 | Concentric Capital Strategies LP | 974 | $922K | 0.1% | N/A | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 22,097 | $20.92M | 0.5% | +36.9% | 0.014% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 86 | $81K | 0.0% | -20.4% | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 381,447 | $361.03M | 0.1% | +58.8% | 0.246% | |
5/16/2025 | Banque Transatlantique SA | 18,409 | $16.10M | 0.3% | +27,792.4% | 0.012% | |
5/16/2025 | AQR Capital Management LLC | 87,657 | $81.08M | 0.1% | +21.4% | 0.056% | |
5/16/2025 | Advisors Asset Management Inc. | 13,527 | $12.80M | 0.2% | -3.3% | 0.009% | |
5/16/2025 | AlTi Global Inc. | 1,871 | $1.77M | 0.0% | -3.9% | 0.001% | |
5/16/2025 | Alyeska Investment Group L.P. | 60,718 | $57.47M | 0.2% | N/A | 0.039% | |
5/16/2025 | Amundi | 491,730 | $436.48M | 0.2% | -8.3% | 0.317% | |
5/16/2025 | Ancora Advisors LLC | 6,620 | $6.27M | 0.1% | -1.0% | 0.004% | |
5/16/2025 | Aprio Wealth Management LLC | 249 | $236K | 0.0% | +8.7% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 1,979 | $1.87M | 0.9% | -4.6% | 0.001% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 107,280 | $101.54M | 0.2% | -18.7% | 0.069% | |
5/15/2025 | Promethium Advisors LLC | 1,995 | $1.89M | 1.2% | -7.6% | 0.001% | |
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5/15/2025 | Paragon Private Wealth Management LLC | 1,410 | $1.34M | 0.6% | +12.9% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 25,227 | $23.88M | 0.1% | -21.2% | 0.016% | |
5/15/2025 | Unisphere Establishment | 839,500 | $794.57M | 6.9% | +29.2% | 0.541% | |
5/15/2025 | Dark Forest Capital Management LP | 4,752 | $4.50M | 0.2% | N/A | 0.003% | |
5/15/2025 | EP Wealth Advisors LLC | 61,079 | $57.81M | 0.5% | +0.5% | 0.039% | |
5/15/2025 | Ashton Thomas Securities LLC | 213 | $202K | 0.1% | -15.8% | 0.000% | |
5/15/2025 | Cigna Investments Inc. New | 1,479 | $1.40M | 0.3% | -2.2% | 0.001% | |
5/15/2025 | 1248 Management LLC | 925 | $875K | 0.5% | -33.0% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,238 | $3.07M | 0.0% | +4.6% | 0.002% | |
5/15/2025 | First Financial Bankshares Inc | 69,314 | $65.60M | 1.4% | N/A | 0.045% | |