7/8/2025 | Chemistry Wealth Management LLC | 33,375 | $1.81M | 0.4% | -0.9% | 0.065% | |
7/8/2025 | Boltwood Capital Management | 46,200 | $2.51M | 0.7% | -9.2% | 0.089% | |
7/7/2025 | Versant Capital Management Inc | 167,746 | $9.10M | 1.4% | +13.5% | 0.325% | |
7/3/2025 | Fiduciary Financial Group LLC | 117,468 | $6.45M | 1.2% | +15.6% | 0.227% | |
6/27/2025 | Goldman Sachs Group Inc. | 4,951 | $264K | 0.0% | -72.3% | 0.010% | |
6/16/2025 | Lynx Investment Advisory | 30,839 | $1.64M | 1.1% | -10.6% | 0.060% | |
5/20/2025 | Focus Partners Wealth | 21,587 | $1.15M | 0.0% | -25.0% | 0.041% | |
5/20/2025 | Nepc LLC | 730,890 | $38.92M | 1.1% | +5.5% | 1.400% | |
5/16/2025 | Empowered Funds LLC | 115,444 | $6.15M | 0.1% | N/A | 0.221% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,951 | $264K | 0.0% | -72.3% | 0.009% | |
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5/16/2025 | Jones Financial Companies Lllp | 1,540 | $82K | 0.0% | -53.2% | 0.003% | |
5/16/2025 | Nepc LLC | 730,890 | $38.92M | 1.1% | +5.5% | 1.400% | |
5/16/2025 | NewEdge Advisors LLC | 28,175 | $1.50M | 0.0% | +20.6% | 0.054% | |
5/16/2025 | Alliancebernstein L.P. | 488,986 | $26.04M | 0.0% | -19.4% | 0.937% | |
5/16/2025 | AQR Capital Management LLC | 26,135 | $1.39M | 0.0% | +211.2% | 0.050% | |
5/15/2025 | Royal Bank of Canada | 151,504 | $8.07M | 0.0% | -7.6% | 0.290% | |
5/15/2025 | Trace Wealth Advisors LLC | 3,884 | $207K | 0.2% | N/A | 0.007% | |
5/15/2025 | OLD Mission Capital LLC | 169,520 | $9.03M | 0.1% | N/A | 0.325% | |
5/14/2025 | Comerica Bank | 18,440 | $982K | 0.0% | -5.5% | 0.035% | |
5/14/2025 | SVB Wealth LLC | 6,760 | $360K | 0.0% | +15.7% | 0.013% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,166 | $275K | 0.0% | +73.5% | 0.010% | |
5/14/2025 | 1832 Asset Management L.P. | 857,727 | $45.67M | 0.0% | -22.1% | 1.643% | |
5/14/2025 | Summit Financial LLC | 68,684 | $3.66M | 0.1% | +3.2% | 0.132% | |
5/14/2025 | Capital Analysts LLC | 2,613 | $139K | 0.0% | -8.4% | 0.005% | |
5/13/2025 | Northern Trust Corp | 13,890,596 | $739.67M | 0.1% | -0.2% | 26.610% | |
5/13/2025 | Raymond James Financial Inc. | 459,733 | $24.48M | 0.0% | +4.8% | 0.881% | |
5/13/2025 | Cresset Asset Management LLC | 5,758 | $307K | 0.0% | -4.2% | 0.011% | |
5/13/2025 | Stone House Investment Management LLC | 1,625 | $87K | 0.0% | N/A | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 7,150 | $381K | 0.0% | -24.8% | 0.014% | |
5/12/2025 | Townsquare Capital LLC | 157,134 | $8.37M | 0.1% | +9.7% | 0.307% | |
5/12/2025 | National Bank of Canada FI | 8,794 | $468K | 0.0% | +107.9% | 0.017% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 354,648 | $18.89M | 0.0% | -2.1% | 0.693% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 55,611 | $2.96M | 1.3% | -8.1% | 0.109% | |
5/8/2025 | Nicolet Advisory Services LLC | 4,909 | $261K | 0.0% | -3.9% | 0.010% | |
5/8/2025 | Mesirow Financial Investment Management Inc. | 3,950 | $210K | 0.0% | N/A | 0.008% | |
5/8/2025 | Gunma Bank Ltd. | 70,000 | $3.73M | 1.2% | -55.7% | 0.137% | |
5/7/2025 | LPL Financial LLC | 202,937 | $10.81M | 0.0% | +28.3% | 0.397% | |
5/6/2025 | Hedeker Wealth LLC | 12,523 | $667K | 0.2% | +5.1% | 0.024% | |
5/6/2025 | Cetera Investment Advisers | 62,145 | $3.31M | 0.0% | +25.2% | 0.121% | |
5/6/2025 | Brookwood Investment Group LLC | 16,798 | $894K | 0.2% | N/A | 0.033% | |
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5/6/2025 | Cadence Wealth Management LLC | 66,219 | $3.53M | 2.6% | +40.9% | 0.129% | |
5/6/2025 | AE Wealth Management LLC | 838 | $45K | 0.0% | -46.3% | 0.002% | |
5/6/2025 | Old Port Advisors | 11,499 | $612K | 0.2% | -4.0% | 0.022% | |
5/6/2025 | United Bank | 10,740 | $572K | 0.2% | -5.4% | 0.021% | |
5/5/2025 | Treasure Coast Financial Planning | 97,521 | $5.19M | 3.2% | +8.3% | 0.191% | |
5/5/2025 | IFP Advisors Inc | 1,000 | $53K | 0.0% | +100.0% | 0.002% | |
5/5/2025 | OneAscent Financial Services LLC | 23,293 | $1.25M | 0.1% | +7.8% | 0.046% | |
5/5/2025 | Elyxium Wealth LLC | 4,439 | $236K | 0.1% | -14.6% | 0.009% | |
5/5/2025 | Calton & Associates Inc. | 9,244 | $541K | 0.1% | +128.1% | 0.018% | |
5/5/2025 | Conservest Capital Advisors Inc. | 39,862 | $2.12M | 0.2% | -21.8% | 0.078% | |
5/5/2025 | AMG National Trust Bank | 386,185 | $20.56M | 0.6% | +6.4% | 0.755% | |
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% | |
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% | |
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4/10/2025 | Boltwood Capital Management | 50,865 | $2.71M | 0.8% | -14.1% | 0.099% | |
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% | |