8/7/2025 | Vise Technologies Inc. | 40,193 | $2.18M | 0.1% | N/A | 0.002% | |
8/7/2025 | Addison Advisors LLC | 4,360 | $237K | 0.1% | +11.3% | 0.000% | |
8/7/2025 | Profund Advisors LLC | 15,083 | $820K | 0.0% | +3.6% | 0.001% | |
8/7/2025 | Zions Bancorporation National Association UT | 54,791 | $2.98M | 0.2% | -16.9% | 0.003% | |
8/7/2025 | Martin Investment Management LLC | 11,390 | $619K | 0.2% | +33.5% | 0.001% | |
8/7/2025 | Campbell & CO Investment Adviser LLC | 52,954 | $2.88M | 0.2% | N/A | 0.003% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 393,536 | $21.39M | 0.1% | -11.4% | 0.021% | |
8/7/2025 | Parkside Financial Bank & Trust | 1,617 | $88K | 0.0% | +78.9% | 0.000% | |
8/6/2025 | Prospera Financial Services Inc | 14,293 | $777K | 0.0% | -2.0% | 0.001% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 59,087 | $3.21M | 0.0% | -32.0% | 0.003% | |
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8/6/2025 | Savant Capital LLC | 10,832 | $589K | 0.0% | +58.1% | 0.001% | |
8/5/2025 | Main Street Research LLC | 7,666 | $417K | 0.0% | N/A | 0.000% | |
8/5/2025 | Ellevest Inc. | 32,373 | $1.76M | 0.3% | -7.7% | 0.002% | |
8/5/2025 | NewSquare Capital LLC | 566 | $31K | 0.0% | +522.0% | 0.000% | |
8/5/2025 | Prosperity Consulting Group LLC | 68,544 | $3.73M | 0.3% | -3.6% | 0.004% | |
8/5/2025 | Huntington National Bank | 4,900 | $266K | 0.0% | -4.4% | 0.000% | |
8/5/2025 | Bridgewater Advisors Inc. | 11,231 | $583K | 0.0% | -2.0% | 0.001% | |
8/5/2025 | Bank of New York Mellon Corp | 231,780 | $12.60M | 0.0% | -7.1% | 0.013% | |
8/5/2025 | Bank of Montreal Can | 610,412 | $33.17M | 0.0% | -2.3% | 0.033% | |
8/4/2025 | Simon Quick Advisors LLC | 6,701 | $364K | 0.0% | +40.2% | 0.000% | |
8/4/2025 | AdvisorShares Investments LLC | 24,179 | $1.31M | 0.2% | +20.2% | 0.001% | |
8/4/2025 | Atria Investments Inc | 63,311 | $3.44M | 0.0% | -12.4% | 0.003% | |
8/4/2025 | Assetmark Inc. | 82,745 | $4.50M | 0.0% | +204.1% | 0.005% | |
8/4/2025 | Keybank National Association OH | 4,250 | $231K | 0.0% | N/A | 0.000% | |
8/4/2025 | Hantz Financial Services Inc. | 2,500 | $136K | 0.0% | +693.7% | 0.000% | |
8/4/2025 | Arkadios Wealth Advisors | 11,288 | $613K | 0.0% | N/A | 0.001% | |
8/1/2025 | SYM FINANCIAL Corp | 4,163 | $226K | 0.0% | -6.6% | 0.000% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 22,820 | $1.24M | 0.0% | N/A | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,770,084 | $96.19M | 0.0% | -2.7% | 0.096% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 70,431 | $3.83M | 0.0% | -5.4% | 0.004% | |
7/31/2025 | Whipplewood Advisors LLC | 1,719 | $93K | 0.1% | +15.7% | 0.000% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 180,000 | $9.78M | 0.2% | +125.0% | 0.010% | |
7/31/2025 | Sage Mountain Advisors LLC | 5,454 | $296K | 0.0% | -6.7% | 0.000% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 608 | $33K | 0.0% | +99.3% | 0.000% | |
7/31/2025 | 180 Wealth Advisors LLC | 5,296 | $288K | 0.0% | +17.1% | 0.000% | |
7/31/2025 | Carnegie Investment Counsel | 362,560 | $19.70M | 0.4% | +14.0% | 0.020% | |
7/30/2025 | Bleakley Financial Group LLC | 16,338 | $888K | 0.0% | +15.5% | 0.001% | |
7/30/2025 | Freedom Investment Management Inc. | 19,530 | $1.06M | 0.1% | -16.0% | 0.001% | |
7/30/2025 | Forum Financial Management LP | 9,200 | $500K | 0.0% | +10.1% | 0.001% | |
7/30/2025 | Ethic Inc. | 190,178 | $10.23M | 0.2% | -1.7% | 0.010% | |
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7/30/2025 | Cullen Frost Bankers Inc. | 2,398 | $130K | 0.0% | -11.4% | 0.000% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 13,469 | $732K | 0.2% | -2.6% | 0.001% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 19,941 | $1.08M | 0.0% | +54.8% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 47,488 | $2.58M | 0.0% | +10.2% | 0.003% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 5,767 | $313K | 0.1% | -5.0% | 0.000% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 3,921 | $213K | 0.0% | N/A | 0.000% | |
7/29/2025 | William Blair Investment Management LLC | 35,461 | $1.93M | 0.0% | -23.2% | 0.002% | |
7/29/2025 | Harbor Asset Planning Inc. | 676 | $37K | 0.0% | N/A | 0.000% | |
7/28/2025 | Ritholtz Wealth Management | 146,887 | $7.98M | 0.2% | +2.0% | 0.008% | |
7/28/2025 | Harbour Investments Inc. | 1,113 | $60K | 0.0% | +56.1% | 0.000% | |
7/28/2025 | AEGON ASSET MANAGEMENT UK Plc | 270,920 | $14.72M | 0.2% | -3.5% | 0.015% | |
7/28/2025 | Hamilton Point Investment Advisors LLC | 153,950 | $8.37M | 1.4% | -3.2% | 0.008% | |
7/28/2025 | Sagespring Wealth Partners LLC | 9,966 | $542K | 0.0% | +67.7% | 0.001% | |
7/28/2025 | Naviter Wealth LLC | 43,523 | $2.37M | 0.3% | +4.7% | 0.002% | |
7/28/2025 | Axxcess Wealth Management LLC | 3,994 | $217K | 0.0% | -21.1% | 0.000% | |
7/28/2025 | Ativo Capital Management LLC | 43,668 | $2.37M | 2.1% | -2.9% | 0.002% | |
7/25/2025 | Verdence Capital Advisors LLC | 36,538 | $1.99M | 0.1% | -10.3% | 0.002% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,331 | $942K | 0.0% | -20.5% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 20,483 | $1.11M | 0.0% | +22.4% | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 23,651 | $1.29M | 0.0% | +7.7% | 0.001% | |
7/25/2025 | MGO One Seven LLC | 9,783 | $532K | 0.0% | -3.5% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 15,353 | $805K | 0.0% | +2.8% | 0.001% | |
7/25/2025 | CWM LLC | 4,871 | $265K | 0.0% | -3.8% | 0.000% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 106,180 | $5.77M | 0.1% | +16.2% | 0.006% | |
7/25/2025 | Concurrent Investment Advisors LLC | 7,787 | $423K | 0.0% | -21.2% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 7,129 | $387K | 0.0% | +5.7% | 0.000% | |
7/25/2025 | Natural Investments LLC | 12,124 | $658K | 0.2% | -21.7% | 0.001% | |
7/24/2025 | Inspire Investing LLC | 48,585 | $2.64M | 0.3% | N/A | 0.003% | |
7/24/2025 | Lmcg Investments LLC | 28,072 | $1.53M | 0.1% | -5.1% | 0.002% | |
7/24/2025 | Blue Zone Wealth Advisors LLC | 124,187 | $6.75M | 1.7% | +0.3% | 0.007% | |
7/24/2025 | Brucke Financial Inc. | 13,221 | $718K | 0.5% | +1.9% | 0.001% | |
7/24/2025 | PDS Planning Inc | 9,041 | $491K | 0.0% | +6.7% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 4,292 | $233K | 0.0% | -47.0% | 0.000% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 7,331 | $398K | 0.0% | N/A | 0.000% | |
7/24/2025 | Callan Family Office LLC | 33,716 | $1.83M | 0.1% | +263.0% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 6,759 | $367K | 0.0% | -4.2% | 0.000% | |
7/24/2025 | TFR Capital LLC. | 4,268 | $232K | 0.1% | -6.0% | 0.000% | |
7/24/2025 | US Bancorp DE | 209,782 | $11.40M | 0.0% | -13.4% | 0.011% | |
7/23/2025 | Dempze Nancy E | 5,315 | $289K | 0.2% | +7.5% | 0.000% | |
7/23/2025 | Narwhal Capital Management | 124,920 | $6.79M | 0.5% | N/A | 0.007% | |
7/23/2025 | Puzo Michael J | 10,748 | $584K | 0.2% | +3.9% | 0.001% | |
7/23/2025 | Abel Hall LLC | 3,995 | $217K | 0.1% | -9.1% | 0.000% | |
7/23/2025 | Triasima Portfolio Management inc. | 127,720 | $6.94M | 1.3% | +192.2% | 0.007% | |
7/23/2025 | Venturi Wealth Management LLC | 24,476 | $1.33M | 0.1% | +1.0% | 0.001% | |
7/23/2025 | Bingham Private Wealth LLC | 4,050 | $220K | 0.2% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 31,215 | $1.70M | 0.0% | -2.8% | 0.002% | |
7/22/2025 | Belpointe Asset Management LLC | 9,389 | $510K | 0.0% | +3.1% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 8,790 | $478K | 0.0% | +8.7% | 0.000% | |
7/22/2025 | Marks Group Wealth Management Inc | 23,789 | $1.29M | 0.1% | +1.0% | 0.001% | |
7/22/2025 | Boston Common Asset Management LLC | 99,966 | $5.43M | 0.2% | -5.9% | 0.005% | |
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7/21/2025 | QRG Capital Management Inc. | 288,409 | $15.67M | 0.1% | +16.7% | 0.016% | |
7/21/2025 | Fortis Capital Advisors LLC | 9,389 | $510K | 0.1% | +3.1% | 0.001% | |
7/21/2025 | Ascent Group LLC | 22,466 | $1.22M | 0.0% | +17.6% | 0.001% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,170 | $64K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,827 | $371K | 0.0% | N/A | 0.000% | |
7/18/2025 | Precision Wealth Strategies LLC | 3,847 | $209K | 0.1% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 35,019 | $1.90M | 0.0% | +12.9% | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 20,510 | $1.12M | 0.0% | +4.3% | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 242,649 | $13.19M | 0.0% | +304.6% | 0.013% | |
7/17/2025 | GC Wealth Management RIA LLC | 9,670 | $525K | 0.0% | +7.3% | 0.001% | |