10/6/2025 | Destiny Wealth Partners LLC | 3,128 | $292K | 0.0% | +7.8% | 0.000% | |
10/6/2025 | Boston Standard Wealth Management LLC | 2,207 | $206K | 0.0% | N/A | 0.000% | |
10/6/2025 | Steph & Co. | 23,566 | $2.20M | 0.7% | +34.7% | 0.003% | |
10/6/2025 | LWM Advisors Inc. | 142,901 | $13.34M | 12.0% | -0.2% | 0.020% | |
10/6/2025 | City Center Advisors LLC | 15,279 | $1.43M | 1.4% | +19.8% | 0.002% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 196,877 | $18.38M | 1.7% | +0.4% | 0.027% | |
10/6/2025 | Sterling Group Wealth Management LLC | 148,933 | $13.91M | 6.9% | +3.7% | 0.021% | |
10/6/2025 | Moller Wealth Partners | 59,398 | $5.55M | 1.2% | -8.1% | 0.008% | |
10/6/2025 | Insight Wealth Strategies LLC | 11,538 | $1.08M | 0.1% | +14.9% | 0.002% | |
10/6/2025 | Grove Bank & Trust | 95,602 | $8.93M | 1.0% | +2.0% | 0.013% | |
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10/6/2025 | Clarus Wealth Advisors | 25,398 | $2.42M | 1.1% | +3.1% | 0.004% | |
10/6/2025 | Hickory Point Bank & Trust | 15,136 | $1.41M | 1.1% | +8.5% | 0.002% | |
10/6/2025 | Greenfield Savings Bank | 29,401 | $2.75M | 1.2% | +8.1% | 0.004% | |
10/3/2025 | KFA Private Wealth Group LLC | 18,304 | $1.71M | 0.5% | +11.9% | 0.003% | |
10/3/2025 | Horizons Wealth Management | 23,034 | $2.15M | 1.5% | -3.0% | 0.003% | |
10/3/2025 | Aaron Wealth Advisors LLC | 63,333 | $5.91M | 0.4% | -12.8% | 0.009% | |
10/3/2025 | First Citizens Financial Corp | 81,606 | $7.62M | 3.8% | -1.4% | 0.011% | |
10/3/2025 | Shorepoint Capital Partners LLC | 49,194 | $4.59M | 0.9% | N/A | 0.007% | |
10/3/2025 | Breakwater Investment Management | 1,063 | $99K | 0.0% | +14.4% | 0.000% | |
10/3/2025 | Stairway Partners LLC | 304,735 | $28.45M | 1.5% | -1.1% | 0.042% | |
10/2/2025 | Central Pacific Bank Trust Division | 40,537 | $3.79M | 0.5% | -3.6% | 0.006% | |
10/2/2025 | Bank of New Hampshire | 23,384 | $2.18M | 0.5% | -2.4% | 0.003% | |
10/2/2025 | First Hawaiian Bank | 91,902 | $8.58M | 1.1% | -2.6% | 0.013% | |
10/2/2025 | Hiley Hunt Wealth Management | 22,760 | $2.13M | 1.0% | -8.0% | 0.003% | |
10/1/2025 | First Financial Bank Trust Division | 103,120 | $9.63M | 0.8% | -6.4% | 0.014% | |
10/1/2025 | Farmers Trust Co. | 31,224 | $2.92M | 0.5% | +3.7% | 0.004% | |
9/26/2025 | Corient Private Wealth LLC | 5,768,279 | $504.18M | 0.7% | +50.7% | 0.800% | |
9/26/2025 | Capital A Wealth Management LLC | 819 | $73K | 0.7% | N/A | 0.000% | |
9/22/2025 | Caldwell Trust Co | 8,467 | $757K | 0.1% | N/A | 0.001% | |
9/19/2025 | Watts Gwilliam & Co. LLC | 19,870 | $1.86M | 0.3% | -1.5% | 0.003% | |
9/12/2025 | Valeo Financial Advisors LLC | 653,537 | $58.42M | 1.3% | +1.8% | 0.091% | |
9/9/2025 | NWF Advisory Services Inc. | 22,094 | $1.98M | 0.2% | -5.2% | 0.003% | |
9/4/2025 | Osaic Holdings Inc. | 889,253 | $79.48M | 0.1% | +9.5% | 0.123% | |
9/3/2025 | American Trust | 2,336 | $209K | 0.0% | -93.2% | 0.000% | |
8/29/2025 | Total Investment Management Inc. | 10,376 | $928K | 0.1% | -27.5% | 0.001% | |
8/29/2025 | Centaurus Financial Inc. | 55,588 | $4.97M | 0.3% | +2,835.0% | 0.008% | |
8/27/2025 | Tribridge Partners Financial LLC | 2,797 | $250K | 0.1% | N/A | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 294,650 | $26.34M | 0.2% | -2.8% | 0.041% | |
8/27/2025 | Seneca Financial Advisors LLC | 2,239 | $200K | 0.1% | N/A | 0.000% | |
8/26/2025 | Thrivent Financial for Lutherans | 111,796 | $9.99M | 0.0% | -66.5% | 0.016% | |
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8/22/2025 | Cim Investment Management Inc. | 54,411 | $4.86M | 0.9% | -51.3% | 0.008% | |
8/20/2025 | North Dallas Bank & Trust Co. | 62,852 | $5.62M | 4.3% | N/A | 0.009% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 27,070 | $2.42M | 0.1% | N/A | 0.004% | |
8/19/2025 | Marex Group plc | 2,675 | $239K | 0.0% | N/A | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 60,041 | $5.26M | 0.1% | +4.6% | 0.008% | |
8/19/2025 | State of Wyoming | 361,337 | $32.30M | 3.9% | -26.2% | 0.050% | |
8/19/2025 | Delos Wealth Advisors LLC | 2,355 | $211K | 0.2% | N/A | 0.000% | |
8/19/2025 | Asset Dedication LLC | 9,146 | $818K | 0.1% | +30.5% | 0.001% | |
8/19/2025 | Pitcairn Co. | 11,639 | $1.04M | 0.1% | -5.7% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 178,182 | $15.93M | 0.4% | +22.6% | 0.025% | |
8/18/2025 | Johns Hopkins University | 694,423 | $62.07M | 3.3% | N/A | 0.096% | |
8/18/2025 | Castleark Management LLC | 347,580 | $31.07M | 0.9% | +352.3% | 0.048% | |
8/18/2025 | Second Line Capital LLC | 20,815 | $1.86M | 0.4% | -1.9% | 0.003% | |
8/16/2025 | Evergreen Capital Management LLC | 16,301 | $1.46M | 0.0% | -2.1% | 0.002% | |
8/16/2025 | Headlands Technologies LLC | 25,460 | $2.28M | 0.3% | -4.0% | 0.004% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 25,607 | $2.29M | 0.0% | -10.4% | 0.004% | |
8/15/2025 | Nikulski Financial Inc. | 2,405 | $215K | 0.1% | N/A | 0.000% | |
8/15/2025 | First Heartland Consultants Inc. | 38,018 | $3.40M | 0.3% | +32.0% | 0.005% | |
8/15/2025 | Howland Capital Management LLC | 5,753 | $514K | 0.0% | -4.6% | 0.001% | |
8/15/2025 | Global View Capital Management LLC | 3,548 | $317K | 0.1% | +14.1% | 0.000% | |
8/15/2025 | FFT Wealth Management LLC | 51,146 | $4.59M | 0.9% | +3.0% | 0.007% | |
8/15/2025 | LGL Partners LLC | 124,387 | $11.17M | 5.0% | +3.4% | 0.017% | |
8/15/2025 | Urban Financial Advisory Corp | 27,161 | $2.43M | 1.2% | -10.0% | 0.004% | |
8/15/2025 | Corient Private Wealth LLC | 1,965,084 | $175.66M | 0.2% | -48.7% | 0.272% | |
8/15/2025 | Equitable Holdings Inc. | 457,708 | $40.92M | 0.3% | +8.5% | 0.063% | |
8/15/2025 | Florida Financial Advisors LLC | 4,819 | $431K | 0.1% | +35.4% | 0.001% | |
8/15/2025 | Northeast Financial Consultants Inc | 79,561 | $7.11M | 0.3% | +35.7% | 0.011% | |
8/15/2025 | State of Tennessee Department of Treasury | 64,299 | $5.75M | 0.0% | N/A | 0.009% | |
8/15/2025 | Captrust Financial Advisors | 1,284,860 | $114.85M | 0.3% | -4.2% | 0.178% | |
8/15/2025 | Blue Chip Partners LLC | 3,315 | $296K | 0.0% | +7.0% | 0.000% | |
8/15/2025 | Keel Point LLC | 397,894 | $35.57M | 2.4% | +3.4% | 0.055% | |
8/15/2025 | Truefg LLC | 11,414 | $1.02M | 0.3% | -5.0% | 0.002% | |
8/15/2025 | WFA of San Diego LLC | 535 | $48K | 0.0% | N/A | 0.000% | |
8/15/2025 | Visionary Wealth Advisors | 40,132 | $3.59M | 0.2% | +4.4% | 0.006% | |
8/15/2025 | Two Sigma Securities LLC | 102,086 | $9.13M | 1.1% | N/A | 0.014% | |
8/15/2025 | Tandem Wealth Advisors LLC | 265,404 | $23.72M | 11.7% | +39.8% | 0.037% | |
8/15/2025 | Tolleson Wealth Management Inc. | 98,274 | $8.79M | 1.5% | -0.2% | 0.014% | |
8/15/2025 | Smartleaf Asset Management LLC | 6,377 | $570K | 0.1% | +730.3% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 56,959 | $5.09M | 0.2% | -13.8% | 0.008% | |
8/15/2025 | Redwood Investment Management LLC | 466,116 | $41.67M | 4.3% | N/A | 0.065% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 163,867 | $14.65M | 0.9% | -1.4% | 0.023% | |
8/15/2025 | Onex Canada Asset Management Inc. | 295,381 | $26.40M | 3.2% | N/A | 0.041% | |
8/15/2025 | Orion Porfolio Solutions LLC | 255,867 | $22.87M | 0.2% | -15.6% | 0.035% | |
8/15/2025 | MML Investors Services LLC | 697,873 | $62.38M | 0.2% | +5.1% | 0.097% | |
8/15/2025 | McIlrath & Eck LLC | 9,889 | $884K | 0.1% | -1.4% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 717,544 | $64.14M | 1.6% | +2,171.5% | 0.099% | |
8/15/2025 | Lazard Asset Management LLC | 284,452 | $25.43M | 0.0% | -40.4% | 0.039% | |
8/15/2025 | Harvest Investment Advisors LLC | 131,472 | $11.75M | 7.6% | -0.9% | 0.018% | |
8/15/2025 | Hillman Capital Management Inc. | 25,585 | $2.29M | 1.2% | +4.9% | 0.004% | |
8/15/2025 | IHT Wealth Management LLC | 131,866 | $11.79M | 0.3% | +62.2% | 0.018% | |
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8/15/2025 | Fullerton Fund Management Co Ltd. | 155,000 | $13.86M | 0.6% | +462.3% | 0.021% | |
8/15/2025 | Great Valley Advisor Group Inc. | 74,592 | $6.67M | 0.1% | -1.1% | 0.010% | |
8/15/2025 | Group One Trading LLC | 3,654 | $327K | 0.0% | -92.7% | 0.001% | |
8/15/2025 | Elevatus Welath Management | 121,950 | $10.90M | 3.6% | +194.9% | 0.017% | |
8/15/2025 | EP Wealth Advisors LLC | 263,757 | $23.58M | 0.2% | -1.9% | 0.037% | |
8/15/2025 | Curi Capital LLC | 341,496 | $30.53M | 0.6% | +86.8% | 0.047% | |
8/15/2025 | BBR Partners LLC | 2,964 | $265K | 0.0% | N/A | 0.000% | |
8/15/2025 | Benjamin Edwards Inc. | 17,543 | $1.57M | 0.0% | +249.3% | 0.002% | |
8/15/2025 | Bontempo Ohly Capital Mgmt LLC | 651,075 | $58.20M | 26.4% | +0.8% | 0.090% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 99,540 | $8.90M | 0.1% | N/A | 0.014% | |