7/3/2025 | First Hawaiian Bank | 48,781 | $3.84M | 0.5% | -0.4% | 0.010% | |
7/3/2025 | Garde Capital Inc. | 8,423 | $663K | 0.0% | -16.4% | 0.002% | |
7/3/2025 | Fiduciary Financial Group LLC | 4,875 | $382K | 0.1% | +4.8% | 0.001% | |
7/2/2025 | Howard Financial Services LTD. | 39,498 | $3.11M | 0.4% | -14.7% | 0.008% | |
7/2/2025 | Waller Financial Planning Group Inc. | 17,468 | $1.38M | 0.3% | -5.7% | 0.004% | |
7/2/2025 | Central Pacific Bank Trust Division | 77,305 | $6.08M | 0.8% | -5.8% | 0.016% | |
7/1/2025 | Park National Corp OH | 2,902 | $228K | 0.0% | +10.9% | 0.001% | |
7/1/2025 | BancFirst Trust & Investment Management | 66,793 | $5.25M | 2.4% | +24.0% | 0.014% | |
6/18/2025 | Voya Investment Management LLC | 160,492 | $12.56M | 0.0% | -4.9% | 0.033% | |
6/17/2025 | Howe & Rusling Inc. | 3,501 | $274K | 0.0% | +26.2% | 0.001% | |
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6/16/2025 | Lynx Investment Advisory | 3,016 | $236K | 0.2% | -12.5% | 0.001% | |
6/13/2025 | Optima Capital LLC | 3,136 | $245K | 0.2% | -69.6% | 0.001% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 18,735 | $1.47M | 0.7% | -4.2% | 0.004% | |
6/6/2025 | eCIO Inc. | 156,788 | $12.27M | 4.1% | N/A | 0.032% | |
6/4/2025 | First Hawaiian Bank | 48,974 | $3.83M | 0.2% | -6.5% | 0.010% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 5,081 | $398K | 0.0% | -26.5% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 11,764 | $921K | 0.0% | +61.7% | 0.002% | |
5/29/2025 | Apeiron RIA LLC | 4,639 | $363K | 0.1% | -3.9% | 0.001% | |
5/28/2025 | Jones Financial Companies Lllp | 1,177,164 | $92.10M | 0.1% | +8.9% | 0.239% | |
5/27/2025 | Jacobi Capital Management LLC | 5,042 | $395K | 0.0% | -19.9% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 12,235 | $958K | 0.1% | -8.9% | 0.002% | |
5/21/2025 | Reliant Investment Partners LLC | 6,435 | $504K | 0.5% | -3.0% | 0.001% | |
5/21/2025 | Beacon Capital Management Inc. | 7,168,818 | $559.67M | 27.9% | +299.9% | 1.457% | |
5/21/2025 | McAdam LLC | 179,616 | $14.06M | 0.9% | -7.9% | 0.037% | |
5/21/2025 | Geneos Wealth Management Inc. | 55,614 | $4.35M | 0.1% | +60.1% | 0.011% | |
5/20/2025 | Belpointe Asset Management LLC | 3,951 | $309K | 0.0% | +27.5% | 0.001% | |
5/20/2025 | Fortis Capital Advisors LLC | 3,951 | $309K | 0.1% | N/A | 0.001% | |
5/20/2025 | Focus Partners Wealth | 1,740,174 | $136.22M | 0.3% | +1.6% | 0.354% | |
5/19/2025 | SageView Advisory Group LLC | 44,612 | $3.49M | 0.1% | -55.3% | 0.009% | |
5/19/2025 | Advisory Alpha LLC | 5,521 | $432K | 0.0% | +63.9% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 8,260 | $647K | 0.0% | N/A | 0.002% | |
5/19/2025 | Legacy Advisory Services LLC | 5,532 | $433K | 0.4% | N/A | 0.001% | |
5/16/2025 | Prostatis Group LLC | 48,748 | $3.82M | 1.2% | +12.2% | 0.010% | |
5/16/2025 | McIlrath & Eck LLC | 3,567 | $279K | 0.0% | +55.2% | 0.001% | |
5/16/2025 | Semmax Financial Advisors Inc. | 54,716 | $4.27M | 1.1% | -3.0% | 0.011% | |
5/16/2025 | Ascent Group LLC | 41,918 | $3.28M | 0.1% | -13.8% | 0.009% | |
5/16/2025 | United Services Automobile Association | 353,348 | $27.65M | 0.9% | +46.5% | 0.072% | |
5/16/2025 | Arete Wealth Advisors LLC | 8,716 | $682K | 0.0% | +9.5% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 42,812 | $3.35M | 0.1% | +4.2% | 0.009% | |
5/16/2025 | Goldman Sachs Group Inc. | 16,552,986 | $1.30B | 0.2% | +0.5% | 3.396% | |
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5/16/2025 | Kestra Investment Management LLC | 6,022 | $471K | 0.0% | +61.4% | 0.001% | |
5/16/2025 | Cape Investment Advisory Inc. | 4,600 | $360K | 0.1% | +55.8% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 1,027,638 | $77.09M | 0.1% | -4.9% | 0.209% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 8,517 | $667K | 0.5% | N/A | 0.002% | |
5/16/2025 | Pacific Center for Financial Services | 767 | $60K | 0.0% | -15.3% | 0.000% | |
5/16/2025 | Plancorp LLC | 32,998 | $2.58M | 0.1% | +3.9% | 0.007% | |
5/16/2025 | National Wealth Management Group LLC | 2,757 | $216K | 0.1% | -12.0% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 395,873 | $30.99M | 0.2% | -1.1% | 0.080% | |
5/16/2025 | Integrated Wealth Concepts LLC | 54,065 | $4.23M | 0.0% | -13.9% | 0.011% | |
5/16/2025 | Jentner Corp | 706,670 | $55.32M | 16.6% | +1.1% | 0.144% | |
5/16/2025 | Hall Laurie J Trustee | 14,267 | $1.12M | 0.4% | +256.7% | 0.003% | |
5/16/2025 | Hancock Whitney Corp | 13,137 | $1.03M | 0.0% | N/A | 0.003% | |
5/16/2025 | Curi RMB Capital LLC | 7,685 | $602K | 0.0% | N/A | 0.002% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 59,040 | $4.62M | 0.4% | +0.9% | 0.012% | |
5/16/2025 | AQR Capital Management LLC | 180,412 | $14.12M | 0.0% | +22.3% | 0.037% | |
5/16/2025 | Ancora Advisors LLC | 408,461 | $31.97M | 0.7% | -0.5% | 0.083% | |
5/16/2025 | Aprio Wealth Management LLC | 3,670 | $287K | 0.0% | +18.2% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 10,874 | $851K | 0.0% | -36.4% | 0.002% | |
5/15/2025 | First Manhattan CO. LLC. | 7,540 | $590K | 0.0% | +23.8% | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 617,138 | $48.31M | 0.7% | +11.6% | 0.125% | |
5/15/2025 | Alamar Capital Management LLC | 8,020 | $628K | 0.4% | -10.6% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 2,923,441 | $228.85M | 0.0% | +3.7% | 0.594% | |
5/15/2025 | Betterment LLC | 537,140 | $42.05M | 0.1% | +2.9% | 0.109% | |
5/15/2025 | MAI Capital Management | 38,120 | $2.98M | 0.0% | +5.6% | 0.008% | |
5/15/2025 | Calton & Associates Inc. | 30,816 | $2.41M | 0.5% | +22.3% | 0.006% | |
5/15/2025 | Wit LLC | 844,643 | $66.12M | 1.6% | +96,210.5% | 0.172% | |
5/15/2025 | Connecticut Wealth Management LLC | 93,053 | $7.28M | 0.4% | -61.1% | 0.019% | |
5/15/2025 | Certior Financial Group LLC | 24,949 | $1.95M | 1.6% | +42.9% | 0.005% | |
5/15/2025 | Baird Financial Group Inc. | 394,273 | $30.86M | 0.1% | +6.8% | 0.080% | |
5/15/2025 | Tumwater Wealth Management LLC | 8,240 | $645K | 0.3% | -35.3% | 0.002% | |
5/15/2025 | The Manufacturers Life Insurance Company | 290,888 | $22.77M | 0.0% | +0.5% | 0.059% | |
5/15/2025 | WPG Advisers LLC | 3,904 | $306K | 0.3% | N/A | 0.001% | |
5/15/2025 | TD Capital Management LLC | 694,235 | $54.35M | 5.5% | +2.2% | 0.141% | |
5/15/2025 | Tortoise Investment Management LLC | 5,875 | $460K | 0.0% | +7.6% | 0.001% | |
5/14/2025 | Valley Financial Group Inc. | 17,474 | $1.37M | 0.9% | -5.4% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 392,022 | $30.69M | 0.9% | -3.4% | 0.080% | |
5/14/2025 | Entrewealth LLC | 3,985 | $312K | 0.2% | -5.5% | 0.001% | |
5/14/2025 | Quadcap Wealth Management LLC | 3,512 | $275K | 0.0% | +10.9% | 0.001% | |
5/14/2025 | Redwood Investment Management LLC | 8,104 | $634K | 0.1% | -10.2% | 0.002% | |
5/14/2025 | Per Stirling Capital Management LLC. | 54,886 | $4.30M | 0.6% | +17.1% | 0.011% | |
5/14/2025 | Envision Financial Planning LLC | 9,343 | $731K | 0.4% | +61.9% | 0.002% | |
5/14/2025 | Orion Capital Management LLC | 623 | $49K | 0.0% | -71.9% | 0.000% | |
5/14/2025 | Bank of Hawaii | 60,590 | $4.74M | 0.3% | +8.1% | 0.012% | |
5/14/2025 | Apexium Financial LP | 82,087 | $6.43M | 0.4% | +20.2% | 0.017% | |
5/14/2025 | Comerica Bank | 702,322 | $54.98M | 0.2% | -0.9% | 0.143% | |
5/14/2025 | Freedom Investment Management Inc. | 28,925 | $2.26M | 0.2% | +11.2% | 0.006% | |
5/14/2025 | Synovus Financial Corp | 30,111 | $2.36M | 0.0% | -6.6% | 0.006% | |
5/14/2025 | MetLife Investment Management LLC | 2,206,000 | $172.69M | 0.9% | -1.3% | 0.448% | |
5/14/2025 | Ally Invest Advisors Inc. | 29,228 | $2.29M | 0.2% | +7.7% | 0.006% | |
5/14/2025 | Smartleaf Asset Management LLC | 44,199 | $3.46M | 0.3% | -1.0% | 0.009% | |
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5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,207,291 | $94.51M | 0.1% | +9.0% | 0.245% | |
5/14/2025 | Sax Wealth Advisors LLC | 11,979 | $938K | 0.1% | N/A | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 144,885 | $11.34M | 0.1% | -11.3% | 0.029% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 42,647 | $3.34M | 0.3% | -6.8% | 0.009% | |
5/14/2025 | Compound Planning Inc. | 27,859 | $2.18M | 0.1% | -10.4% | 0.006% | |
5/14/2025 | Barnes Wealth Management Group Inc | 6,216 | $487K | 0.3% | -22.7% | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 997,876 | $78.35M | 0.0% | -0.5% | 0.203% | |
5/14/2025 | Bragg Financial Advisors Inc | 27,421 | $2.15M | 0.1% | -2.9% | 0.006% | |
5/14/2025 | CW Advisors LLC | 49,699 | $3.89M | 0.0% | +22.4% | 0.010% | |
5/14/2025 | Estate Counselors LLC | 20,636 | $1.62M | 0.2% | +3.5% | 0.004% | |