10/15/2025 | Financial Management Professionals Inc. | 1,077 | $31K | 0.0% | -45.6% | 0.000% | |
10/15/2025 | CWM LLC | 285,987 | $8.23M | 0.0% | -3.3% | 0.005% | |
10/15/2025 | BSW Wealth Partners | 28,410 | $818K | 0.1% | +3.8% | 0.000% | |
10/15/2025 | Secured Retirement Advisors LLC | 51,425 | $1.48M | 0.8% | -15.8% | 0.001% | |
10/15/2025 | Enterprise Financial Services Corp | 7,480 | $215K | 0.1% | N/A | 0.000% | |
10/15/2025 | Alhambra Investment Management LLC | 39,392 | $1.13M | 0.5% | -1.5% | 0.001% | |
10/15/2025 | Norden Group LLC | 33,736 | $971K | 0.1% | -1.4% | 0.001% | |
10/15/2025 | World Investment Advisors | 22,329 | $643K | 0.0% | +12.4% | 0.000% | |
10/15/2025 | ARS Investment Partners LLC | 7,200 | $207K | 0.0% | N/A | 0.000% | |
10/15/2025 | Hanson & Doremus Investment Management | 56,226 | $1.62M | 0.2% | -11.9% | 0.001% | |
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10/15/2025 | CogentBlue Wealth Advisors LLC | 13,047 | $376K | 0.3% | +4.6% | 0.000% | |
10/15/2025 | Optas LLC | 18,631 | $536K | 0.1% | -2.2% | 0.000% | |
10/15/2025 | Successful Portfolios LLC | 93,401 | $2.69M | 1.6% | -1.9% | 0.002% | |
10/15/2025 | Vontobel Holding Ltd. | 83,115 | $2.39M | 0.0% | -0.5% | 0.001% | |
10/15/2025 | DAVENPORT & Co LLC | 142,601 | $4.11M | 0.0% | -19.3% | 0.002% | |
10/14/2025 | Highline Wealth Partners LLC | 1,316 | $38K | 0.0% | +46.7% | 0.000% | |
10/14/2025 | OLD National Bancorp IN | 7,093 | $204K | 0.0% | N/A | 0.000% | |
10/14/2025 | Yousif Capital Management LLC | 56,206 | $1.62M | 0.0% | -10.2% | 0.001% | |
10/14/2025 | Farther Finance Advisors LLC | 16,908 | $487K | 0.0% | +16.4% | 0.000% | |
10/14/2025 | Intergy Private Wealth LLC | 8,020 | $231K | 0.1% | N/A | 0.000% | |
10/14/2025 | Confluence Investment Management LLC | 48,151 | $1.39M | 0.0% | +7.4% | 0.001% | |
10/14/2025 | HBK Sorce Advisory LLC | 27,285 | $812K | 0.0% | +4.4% | 0.000% | |
10/14/2025 | Riverbridge Partners LLC | 7,075 | $204K | 0.0% | -21.4% | 0.000% | |
10/14/2025 | Somerset Trust Co | 20,149 | $580K | 0.2% | +5.0% | 0.000% | |
10/14/2025 | PFW Advisors LLC | 6,966 | $201K | 0.1% | N/A | 0.000% | |
10/14/2025 | Brighton Jones LLC | 18,797 | $541K | 0.0% | +9.7% | 0.000% | |
10/14/2025 | Foster Group Inc. | 7,281 | $210K | 0.0% | N/A | 0.000% | |
10/14/2025 | Clarius Group LLC | 32,640 | $940K | 0.1% | -15.1% | 0.001% | |
10/10/2025 | Lester Murray Antman dba SimplyRich | 29,715 | $855K | 0.2% | +2.2% | 0.000% | |
10/10/2025 | Sound Income Strategies LLC | 828 | $25K | 0.0% | N/A | 0.000% | |
10/10/2025 | Trust Point Inc. | 8,182 | $236K | 0.0% | N/A | 0.000% | |
10/10/2025 | Flputnam Investment Management Co. | 37,555 | $1.08M | 0.0% | +12.7% | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 7,204 | $207K | 0.0% | N/A | 0.000% | |
10/9/2025 | Princeton Global Asset Management LLC | 207,908 | $5.99M | 1.0% | -1.3% | 0.003% | |
10/9/2025 | Franklin Street Advisors Inc. NC | 11,685 | $336K | 0.0% | -20.9% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 15,252 | $439K | 0.0% | -5.0% | 0.000% | |
10/9/2025 | Voya Investment Management LLC | 146,070 | $4.21M | 0.0% | +86.6% | 0.002% | |
10/9/2025 | Contravisory Investment Management Inc. | 10,183 | $293K | 0.1% | +5.9% | 0.000% | |
10/9/2025 | Riversedge Advisors LLC | 11,887 | $342K | 0.1% | +9.7% | 0.000% | |
10/8/2025 | Hilltop National Bank | 4,889 | $141K | 0.0% | +19.1% | 0.000% | |
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10/8/2025 | Wedmont Private Capital | 19,732 | $587K | 0.0% | +4.5% | 0.000% | |
10/8/2025 | Balefire LLC | 7,133 | $205K | 0.0% | N/A | 0.000% | |
10/7/2025 | Heritage Family Offices LLP | 38,944 | $1.12M | 0.5% | +3.1% | 0.001% | |
10/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 2,765 | $80K | 0.2% | +83.7% | 0.000% | |
10/7/2025 | Doliver Advisors LP | 73,558 | $2.12M | 0.5% | -5.2% | 0.001% | |
10/6/2025 | Grove Bank & Trust | 6,147 | $177K | 0.0% | -9.8% | 0.000% | |
10/3/2025 | Cardinal Capital Management Inc. | 613,445 | $17.66M | 0.5% | -60.1% | 0.010% | |
10/3/2025 | Aaron Wealth Advisors LLC | 54,380 | $1.57M | 0.1% | -2.5% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 45,159 | $1.30M | 0.1% | +3.6% | 0.001% | |
9/26/2025 | Corient Private Wealth LLC | 248,659 | $6.47M | 0.0% | -0.8% | 0.004% | |
9/12/2025 | Valeo Financial Advisors LLC | 26,757 | $696K | 0.0% | -2.6% | 0.000% | |
9/4/2025 | Osaic Holdings Inc. | 132,426 | $3.42M | 0.0% | +53.3% | 0.002% | |
8/27/2025 | Orion Porfolio Solutions LLC | 354,274 | $9.22M | 0.1% | +22.4% | 0.006% | |
8/26/2025 | Thrivent Financial for Lutherans | 45,127 | $1.18M | 0.0% | +20.3% | 0.001% | |
8/25/2025 | Neuberger Berman Group LLC | 523,207 | $13.64M | 0.0% | -12.2% | 0.009% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 14,560 | $379K | 0.0% | N/A | 0.000% | |
8/19/2025 | Cape Investment Advisory Inc. | 4,070 | $106K | 0.0% | -11.5% | 0.000% | |
8/19/2025 | Pitcairn Co. | 143,116 | $3.73M | 0.2% | -11.5% | 0.002% | |
8/18/2025 | Rexford Capital Inc. | 2,815 | $73K | 0.1% | N/A | 0.000% | |
8/16/2025 | Evergreen Capital Management LLC | 62,956 | $1.64M | 0.0% | +31.1% | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 3,994 | $104K | 0.0% | N/A | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 37,629 | $979K | 0.1% | +200.2% | 0.001% | |
8/15/2025 | 44 Wealth Management LLC | 51,053 | $1.33M | 0.5% | -26.4% | 0.001% | |
8/15/2025 | Corient Private Wealth LLC | 470,012 | $12.23M | 0.0% | +87.4% | 0.008% | |
8/15/2025 | Captrust Financial Advisors | 191,216 | $4.98M | 0.0% | +11.5% | 0.003% | |
8/15/2025 | Keel Point LLC | 37,537 | $977K | 0.1% | +48.1% | 0.001% | |
8/15/2025 | Vident Advisory LLC | 168,767 | $4.39M | 0.0% | +73.6% | 0.003% | |
8/15/2025 | Tidal Investments LLC | 15,013 | $391K | 0.0% | +70.4% | 0.000% | |
8/15/2025 | Scott Marsh Financial LLC | 13,200 | $344K | 0.1% | N/A | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 42,450 | $1.12M | 0.1% | +16.8% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 47,128 | $1.23M | 0.0% | -8.7% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 7,480 | $195K | 0.0% | -97.4% | 0.000% | |
8/15/2025 | MML Investors Services LLC | 366,466 | $9.54M | 0.0% | +8.3% | 0.006% | |
8/15/2025 | Lazard Asset Management LLC | 476,919 | $12.41M | 0.0% | +10.2% | 0.008% | |
8/15/2025 | LMR Partners LLP | 600,000 | $15.62M | 0.1% | -59.0% | 0.010% | |
8/15/2025 | Henry James International Management Inc. | 448,459 | $11.67M | 3.8% | -14.3% | 0.007% | |
8/15/2025 | ICONIQ Capital LLC | 38,856 | $1.01M | 0.0% | +12.4% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 22,524 | $586K | 0.0% | +95.1% | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 47,521 | $1.24M | 0.0% | +3.1% | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 37,703 | $981K | 0.0% | +93.5% | 0.001% | |
8/15/2025 | BNP Paribas Financial Markets | 54,398 | $1.42M | 0.0% | +28.3% | 0.001% | |
8/15/2025 | Boothbay Fund Management LLC | 173,043 | $4.50M | 0.1% | N/A | 0.003% | |
8/15/2025 | Balyasny Asset Management L.P. | 945,823 | $24.62M | 0.0% | -4.9% | 0.016% | |
8/15/2025 | Bank of America Corp DE | 16,550,941 | $430.82M | 0.0% | -5.3% | 0.274% | |
8/15/2025 | AQR Capital Management LLC | 316,239 | $8.23M | 0.0% | +76.8% | 0.005% | |
8/15/2025 | Ameriprise Financial Inc. | 2,008,072 | $52.20M | 0.0% | -2.6% | 0.033% | |
8/14/2025 | White Knight Strategic Wealth Advisors LLC | 17,160 | $447K | 0.4% | -10.8% | 0.000% | |
8/14/2025 | Raymond James Financial Inc. | 2,482,524 | $64.62M | 0.0% | +41.6% | 0.041% | |
8/14/2025 | Bayesian Capital Management LP | 44,300 | $1.15M | 0.2% | +56.2% | 0.001% | |
8/14/2025 | Quantinno Capital Management LP | 635,638 | $16.55M | 0.1% | +6.0% | 0.011% | |
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8/14/2025 | Diversify Wealth Management LLC | 66,906 | $1.82M | 0.1% | +5.4% | 0.001% | |
8/14/2025 | Diversify Advisory Services LLC | 29,822 | $811K | 0.0% | +73.2% | 0.000% | |
8/14/2025 | Seven Mile Advisory | 10,373 | $270K | 0.2% | -5.7% | 0.000% | |
8/14/2025 | Peapack Gladstone Financial Corp | 14,752 | $384K | 0.0% | +4.0% | 0.000% | |
8/14/2025 | Wealth Preservation Advisors LLC | 4,500 | $117K | 0.1% | N/A | 0.000% | |
8/14/2025 | HUB Investment Partners LLC | 9,420 | $245K | 0.0% | N/A | 0.000% | |
8/14/2025 | Sei Investments Co. | 2,972,048 | $77.36M | 0.1% | -7.7% | 0.049% | |
8/14/2025 | Aperture Investors LLC | 244,693 | $6.37M | 0.8% | -25.6% | 0.004% | |
8/14/2025 | NewEdge Advisors LLC | 78,034 | $2.03M | 0.0% | +20.8% | 0.001% | |
8/14/2025 | Stamos Capital Partners L.P. | 85,553 | $2.23M | 0.4% | +66.7% | 0.001% | |