5/2/2025 | Sachetta LLC | 170,565 | $9.08M | 3.7% | +40.3% | 0.333% | |
5/2/2025 | Allen Capital Group LLC | 23,609 | $1.26M | 0.1% | +1.2% | 0.046% | |
5/2/2025 | Wealthfront Advisers LLC | 42,900 | $2.28M | 0.0% | -1.7% | 0.084% | |
5/2/2025 | Firestone Capital Management | 19,112 | $1.02M | 0.3% | -2.4% | 0.037% | |
5/1/2025 | Satovsky Asset Management LLC | 134,766 | $7.18M | 1.6% | -2.2% | 0.263% | |
5/1/2025 | Schechter Investment Advisors LLC | 60,133 | $3.20M | 0.3% | -3.3% | 0.117% | |
5/1/2025 | Fort Sheridan Advisors LLC | 5,389 | $287K | 0.0% | -9.8% | 0.011% | |
4/30/2025 | Cerity Partners LLC | 75,030 | $4.00M | 0.0% | -8.6% | 0.147% | |
4/29/2025 | Envestnet Asset Management Inc. | 181,382 | $9.66M | 0.0% | -5.0% | 0.354% | |
4/29/2025 | Bank of New York Mellon Corp | 304,867 | $16.23M | 0.0% | -1.2% | 0.596% | |
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4/28/2025 | D.A. Davidson & CO. | 57,740 | $3.08M | 0.0% | +1.1% | 0.113% | |
4/28/2025 | Principal Financial Group Inc. | 211,897 | $11.28M | 0.0% | -12.5% | 0.414% | |
4/28/2025 | Mutual Advisors LLC | 6,931 | $359K | 0.0% | -7.3% | 0.014% | |
4/28/2025 | Global Strategic Investment Solutions LLC | 29,520 | $1.57M | 0.2% | -8.0% | 0.058% | |
4/28/2025 | Clune & Associates LTD. | 19,588 | $1.04M | 0.3% | +9.7% | 0.038% | |
4/28/2025 | Kanawha Capital Management LLC | 18,360 | $978K | 0.1% | -4.4% | 0.036% | |
4/28/2025 | FSM Wealth Advisors LLC | 5,182 | $276K | 0.1% | N/A | 0.010% | |
4/28/2025 | Money Design Co. Ltd. | 28,099 | $1.50M | 0.1% | +1.8% | 0.055% | |
4/28/2025 | Longview Financial Advisors Inc. | 28,473 | $1.52M | 1.3% | -76.4% | 0.056% | |
4/25/2025 | Prairiewood Capital LLC | 217,706 | $11.59M | 4.7% | +6.3% | 0.425% | |
4/25/2025 | Sterling Investment Advisors LLC ADV | 117,439 | $6.25M | 3.5% | +4.0% | 0.229% | |
4/24/2025 | Crescent Grove Advisors LLC | 45,180 | $2.41M | 0.3% | +7.6% | 0.088% | |
4/23/2025 | Pure Financial Advisors LLC | 1,899,361 | $101.14M | 2.1% | +6.2% | 3.711% | |
4/23/2025 | SOL Capital Management CO | 41,690 | $2.22M | 0.2% | -11.2% | 0.081% | |
4/23/2025 | Bessemer Group Inc. | 88,756 | $4.73M | 0.0% | -57.4% | 0.173% | |
4/23/2025 | Steph & Co. | 43,119 | $2.30M | 0.8% | -13.6% | 0.084% | |
4/23/2025 | Valmark Advisers Inc. | 88,632 | $4.72M | 0.1% | -3.4% | 0.173% | |
4/22/2025 | Comprehensive Money Management Services LLC | 10,802 | $575K | 0.5% | -5.4% | 0.021% | |
4/22/2025 | Garde Capital Inc. | 1,754 | $93K | 0.0% | N/A | 0.003% | |
4/22/2025 | Worth Financial Advisory Group LLC | 5,453 | $290K | 0.2% | -13.2% | 0.011% | |
4/21/2025 | ORG Partners LLC | 985 | $53K | 0.0% | N/A | 0.002% | |
4/17/2025 | Morton Capital Management LLC CA | 10,804 | $575K | 0.1% | +20.5% | 0.021% | |
4/16/2025 | Pathway Financial Advisors LLC | 12,836 | $684K | 0.1% | +3.5% | 0.025% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 25,712 | $1.37M | 0.0% | -2.2% | 0.050% | |
4/15/2025 | Corrigan Financial Inc. | 13,641 | $726K | 0.1% | -10.6% | 0.027% | |
4/15/2025 | Fiduciary Financial Group LLC | 101,626 | $5.41M | 1.1% | +76.7% | 0.198% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 10,647 | $567K | 0.0% | -57.3% | 0.021% | |
4/14/2025 | One Plus One Wealth Management LLC | 33,781 | $1.80M | 1.0% | +34.0% | 0.066% | |
4/11/2025 | Chemistry Wealth Management LLC | 33,669 | $1.79M | 0.4% | +8.7% | 0.065% | |
4/10/2025 | Boltwood Capital Management | 50,865 | $2.71M | 0.8% | -14.1% | 0.099% | |
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4/10/2025 | Fermata Advisors LLC | 12,419 | $661K | 0.1% | -9.1% | 0.024% | |
4/10/2025 | Warren Street Wealth Advisors LLC | 157,625 | $8.39M | 3.3% | +9.5% | 0.306% | |
4/10/2025 | Sendero Wealth Management LLC | 432,317 | $23.02M | 3.2% | -30.7% | 0.841% | |
4/8/2025 | J2 Capital Management Inc | 10,019 | $534K | 0.5% | +8.9% | 0.019% | |
4/3/2025 | Versant Capital Management Inc | 147,730 | $7.87M | 1.3% | -0.4% | 0.287% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 26,286 | $1.31M | 0.0% | -8.4% | 0.051% | |
3/4/2025 | Comprehensive Money Management Services LLC | 11,417 | $568K | 0.5% | N/A | 0.022% | |
2/18/2025 | Navalign LLC | 10,552 | $525K | 0.2% | -25.8% | 0.018% | |
2/18/2025 | Nepc LLC | 693,040 | $34.49M | 0.9% | +32.7% | 1.197% | |
2/17/2025 | Visionary Wealth Advisors | 14,148 | $704K | 0.0% | +3.4% | 0.024% | |
2/17/2025 | Meketa Capital LLC | 13,007 | $647K | 1.4% | N/A | 0.022% | |
2/17/2025 | Minot DeBlois Advisors LLC | 750 | $37K | 0.0% | N/A | 0.001% | |
2/17/2025 | Greenline Partners LLC | 1,395 | $69K | 0.0% | N/A | 0.002% | |
2/17/2025 | Focus Partners Wealth | 28,772 | $1.50M | 0.0% | N/A | 0.050% | |
2/17/2025 | Elyxium Wealth LLC | 5,195 | $259K | 0.2% | -15.3% | 0.009% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 5,586 | $278K | 0.0% | N/A | 0.010% | |
2/17/2025 | Cresset Asset Management LLC | 6,008 | $299K | 0.0% | N/A | 0.010% | |
2/17/2025 | Cetera Investment Advisers | 49,649 | $2.47M | 0.0% | -26.3% | 0.086% | |
2/17/2025 | Captrust Financial Advisors | 184,603 | $9.19M | 0.0% | -37.4% | 0.319% | |
2/17/2025 | Baird Financial Group Inc. | 8,692 | $433K | 0.0% | -65.1% | 0.015% | |
2/17/2025 | Bank of America Corp DE | 791,635 | $39.39M | 0.0% | -72.1% | 1.368% | |
2/17/2025 | Ameriprise Financial Inc. | 37,021 | $1.84M | 0.0% | -96.1% | 0.064% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 127,555 | $6.35M | 0.0% | +225.7% | 0.220% | |
2/14/2025 | Firestone Capital Management | 19,582 | $974K | 0.2% | -11.4% | 0.034% | |
2/14/2025 | Northern Trust Corp | 13,920,150 | $692.67M | 0.1% | -1.6% | 24.050% | |
2/14/2025 | Stifel Financial Corp | 47,688 | $2.37M | 0.0% | -15.2% | 0.082% | |
2/13/2025 | NewEdge Advisors LLC | 23,361 | $1.16M | 0.0% | N/A | 0.040% | |
2/13/2025 | Regal Investment Advisors LLC | 42,336 | $2.11M | 0.2% | +10.5% | 0.073% | |
2/13/2025 | Mariner LLC | 78,418 | $3.90M | 0.0% | -8.5% | 0.135% | |
2/13/2025 | Townsquare Capital LLC | 143,216 | $7.13M | 0.1% | +25.2% | 0.247% | |
2/13/2025 | Rockefeller Capital Management L.P. | 32,362 | $1.61M | 0.0% | +15.8% | 0.056% | |
2/13/2025 | Redwood Park Advisors LLC | 10,288 | $512K | 0.4% | N/A | 0.018% | |
2/13/2025 | Bessemer Group Inc. | 208,416 | $10.37M | 0.0% | -38.1% | 0.360% | |
2/13/2025 | Raymond James Financial Inc. | 438,700 | $21.83M | 0.0% | N/A | 0.758% | |
2/13/2025 | Renaissance Technologies LLC | 50,600 | $2.52M | 0.0% | +1,024.4% | 0.087% | |
2/13/2025 | Bank of Montreal Can | 201,306 | $10.02M | 0.0% | -39.2% | 0.348% | |
2/13/2025 | Cerity Partners LLC | 82,104 | $4.10M | 0.0% | +6.9% | 0.142% | |
2/13/2025 | Hurley Capital LLC | 1,100 | $55K | 0.0% | N/A | 0.002% | |
2/13/2025 | Envestnet Asset Management Inc. | 190,907 | $9.50M | 0.0% | -50.3% | 0.330% | |
2/13/2025 | Wells Fargo & Company MN | 323,569 | $16.10M | 0.0% | -1.0% | 0.559% | |
2/12/2025 | Cambridge Associates LLC MA ADV | 313,427 | $15.60M | 0.5% | +32.5% | 0.542% | |
2/12/2025 | Nicolet Advisory Services LLC | 5,110 | $259K | 0.0% | -4.6% | 0.009% | |
2/12/2025 | OneAscent Financial Services LLC | 21,606 | $1.08M | 0.1% | N/A | 0.037% | |
2/12/2025 | Perritt Capital Management Inc | 28,119 | $1.40M | 0.7% | +57.1% | 0.049% | |
2/12/2025 | National Bank of Canada FI | 4,230 | $210K | 0.0% | -25.0% | 0.007% | |
2/12/2025 | Summit Financial LLC | 66,548 | $3.31M | 0.1% | +1.1% | 0.115% | |
2/12/2025 | Alliancebernstein L.P. | 606,729 | $30.19M | 0.0% | +11.2% | 1.048% | |
2/12/2025 | United Bank | 11,353 | $565K | 0.2% | -2.3% | 0.020% | |
2/12/2025 | Schroder Investment Management Group | 100,106 | $4.94M | 0.0% | +3.1% | 0.173% | |
2/12/2025 | Duff & Phelps Investment Management Co. | 27,550 | $1.37M | 0.0% | -16.6% | 0.048% | |
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2/12/2025 | Blair William & Co. IL | 5,063 | $252K | 0.0% | -52.2% | 0.009% | |
2/12/2025 | JPMorgan Chase & Co. | 622,215 | $30.96M | 0.0% | +2.0% | 1.075% | |
2/11/2025 | Lynx Investment Advisory | 34,504 | $1.72M | 1.2% | -12.9% | 0.060% | |
2/11/2025 | Clune & Associates LTD. | 17,855 | $888K | 0.3% | N/A | 0.031% | |
2/11/2025 | LPL Financial LLC | 158,206 | $7.87M | 0.0% | -2.1% | 0.273% | |
2/11/2025 | Virtu Financial LLC | 14,952 | $744K | 0.0% | +180.9% | 0.026% | |
2/11/2025 | Oxford Financial Group LTD. LLC | 70,455 | $3.51M | 0.2% | -11.5% | 0.122% | |
2/11/2025 | Lee Danner & Bass Inc. | 775 | $39K | 0.0% | N/A | 0.001% | |
2/10/2025 | Evoke Wealth LLC | 109,269 | $5.44M | 0.2% | +285.7% | 0.189% | |
2/10/2025 | Cadence Wealth Management LLC | 47,010 | $2.34M | 1.5% | +25.6% | 0.081% | |