9/4/2025 | Osaic Holdings Inc. | 4,305 | $142K | 0.0% | +32.9% | 0.004% | |
8/28/2025 | Stark Wealth Management LLC | 25,630 | $823K | 1.1% | N/A | 0.026% | |
8/28/2025 | China Universal Asset Management Co. Ltd. | 412,500 | $13.61M | 1.3% | +51.4% | 0.420% | |
8/27/2025 | Orion Porfolio Solutions LLC | 25,153 | $830K | 0.0% | +110.8% | 0.026% | |
8/18/2025 | Tactive Advisors LLC | 40,303 | $1.33M | 0.4% | N/A | 0.041% | |
8/15/2025 | Howland Capital Management LLC | 230,535 | $7.61M | 0.3% | +145.8% | 0.235% | |
8/15/2025 | Vident Advisory LLC | 667,754 | $22.03M | 0.2% | N/A | 0.680% | |
8/15/2025 | Smartleaf Asset Management LLC | 3,361 | $110K | 0.0% | -64.2% | 0.003% | |
8/15/2025 | Orion Porfolio Solutions LLC | 25,153 | $830K | 0.0% | +110.8% | 0.026% | |
8/15/2025 | MML Investors Services LLC | 138,862 | $4.58M | 0.0% | +1,458.5% | 0.141% | |
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8/15/2025 | Bank of America Corp DE | 2,215,599 | $73.09M | 0.0% | +14.2% | 2.255% | |
8/14/2025 | Jane Street Group LLC | 417,287 | $13.77M | 0.0% | N/A | 0.425% | |
8/14/2025 | Raymond James Financial Inc. | 150,685 | $4.97M | 0.0% | +29.2% | 0.153% | |
8/14/2025 | Alaska Permanent Fund Corp | 2,914,000 | $95.61M | 5.7% | -17.4% | 2.966% | |
8/14/2025 | Napa Wealth Management | 113,374 | $3.74M | 1.8% | -24.3% | 0.115% | |
8/14/2025 | HUB Investment Partners LLC | 11,728 | $387K | 0.0% | -49.9% | 0.012% | |
8/14/2025 | CoreFirst Bank & Trust | 3,000 | $99K | 0.1% | N/A | 0.003% | |
8/14/2025 | Cerity Partners LLC | 18,283 | $603K | 0.0% | +4.3% | 0.019% | |
8/13/2025 | Avestar Capital LLC | 303,920 | $10.03M | 0.7% | N/A | 0.309% | |
8/13/2025 | Flow Traders U.S. LLC | 87,111 | $2.87M | 0.1% | N/A | 0.089% | |
8/13/2025 | Cresset Asset Management LLC | 26,327 | $869K | 0.0% | -9.7% | 0.027% | |
8/13/2025 | CW Advisors LLC | 75,971 | $2.51M | 0.0% | -0.5% | 0.077% | |
8/13/2025 | Quadrature Capital Ltd | 466,896 | $15.40M | 0.3% | N/A | 0.475% | |
8/12/2025 | Insigneo Advisory Services LLC | 21,562 | $711K | 0.1% | -23.0% | 0.022% | |
8/12/2025 | Maripau Wealth Management LLC | 15,148 | $500K | 0.3% | -8.1% | 0.015% | |
8/12/2025 | Walled Lake Planning & Wealth Management LLC | 14,036 | $463K | 0.2% | N/A | 0.014% | |
8/12/2025 | AlphaCore Capital LLC | 618,282 | $20.40M | 0.8% | +0.9% | 0.629% | |
8/12/2025 | JPMorgan Chase & Co. | 690,733 | $22.79M | 0.0% | +12.2% | 0.703% | |
8/12/2025 | Howe & Rusling Inc. | 6,084 | $201K | 0.0% | N/A | 0.006% | |
8/11/2025 | Pineridge Advisors LLC | 2,674 | $88K | 0.0% | -46.8% | 0.003% | |
8/11/2025 | United Advisor Group LLC | 7,170 | $237K | 0.0% | N/A | 0.007% | |
8/11/2025 | Slagle Financial LLC | 13,143 | $434K | 0.2% | -17.9% | 0.014% | |
8/8/2025 | Cetera Investment Advisers | 67,624 | $2.23M | 0.0% | +110.1% | 0.070% | |
8/6/2025 | Prospera Financial Services Inc | 60,903 | $2.01M | 0.0% | -21.1% | 0.063% | |
8/6/2025 | AE Wealth Management LLC | 449,599 | $14.83M | 0.1% | +41.9% | 0.464% | |
8/6/2025 | Vestmark Advisory Solutions Inc. | 12,141 | $401K | 0.0% | -4.4% | 0.013% | |
8/6/2025 | Aspect Partners LLC | 4,985 | $164K | 0.1% | N/A | 0.005% | |
8/4/2025 | Rede Wealth LLC | 37,625 | $1.24M | 0.4% | +3.0% | 0.039% | |
8/4/2025 | Atria Investments Inc | 9,082 | $300K | 0.0% | N/A | 0.009% | |
8/4/2025 | World Investment Advisors | 210,409 | $6.94M | 0.2% | -5.7% | 0.217% | |
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8/4/2025 | Mayflower Financial Advisors LLC | 14,969 | $494K | 0.1% | N/A | 0.015% | |
8/1/2025 | Cedar Point Capital Partners LLC | 36,424 | $1.20M | 0.8% | +13.2% | 0.038% | |
8/1/2025 | Rossby Financial LCC | 1,161 | $38K | 0.0% | +1,558.6% | 0.001% | |
8/1/2025 | MorganRosel Wealth Management LLC | 299,558 | $9.88M | 2.7% | +8.6% | 0.309% | |
8/1/2025 | Envestnet Asset Management Inc. | 104,735 | $3.46M | 0.0% | +1,332.2% | 0.108% | |
7/31/2025 | Fielder Capital Group LLC | 359,918 | $11.87M | 3.2% | -15.3% | 0.371% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 9,300,000 | $306.81M | 0.2% | +39.8% | 9.593% | |
7/31/2025 | AlTi Global Inc. | 1,400,000 | $46.19M | 1.2% | N/A | 1.444% | |
7/31/2025 | CAP Partners LLC | 7,880 | $260K | 0.2% | +9.0% | 0.008% | |
7/31/2025 | Turning Point Benefit Group Inc. | 70,531 | $2.33M | 1.8% | -8.5% | 0.073% | |
7/30/2025 | Castle Wealth Management LLC | 147,059 | $4.85M | 1.8% | -13.3% | 0.152% | |
7/30/2025 | Brookstone Capital Management | 13,197 | $435K | 0.0% | +11.1% | 0.014% | |
7/30/2025 | Evermay Wealth Management LLC | 68,530 | $2.26M | 0.3% | -18.4% | 0.071% | |
7/28/2025 | Kiker Wealth Management LLC | 1,500 | $49K | 0.0% | -34.8% | 0.002% | |
7/28/2025 | RFG Advisory LLC | 476,293 | $15.71M | 0.4% | +72.4% | 0.491% | |
7/25/2025 | Atria Wealth Solutions Inc. | 167,703 | $5.53M | 0.1% | -45.3% | 0.173% | |
7/25/2025 | MGO One Seven LLC | 193,100 | $6.37M | 0.2% | +21.2% | 0.199% | |
7/25/2025 | CWM LLC | 1,450 | $48K | 0.0% | -24.4% | 0.001% | |
7/25/2025 | Carl Stuart Investment Advisor Inc. | 8,049 | $266K | 0.1% | N/A | 0.008% | |
7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 90,315 | $2.98M | 0.1% | +10.1% | 0.093% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 116,297 | $3.84M | 0.2% | +1,011.6% | 0.120% | |
7/24/2025 | Williams & Novak LLC | 8,975 | $296K | 0.3% | -11.1% | 0.009% | |
7/24/2025 | Blue Trust Inc. | 1,385,449 | $45.71M | 0.5% | +2,907.8% | 1.429% | |
7/23/2025 | Raub Brock Capital Management LP | 185,660 | $6.13M | 1.3% | N/A | 0.192% | |
7/21/2025 | Ameritas Advisory Services LLC | 2,303 | $76K | 0.0% | N/A | 0.002% | |
7/18/2025 | Vicus Capital | 1,114,952 | $36.78M | 3.0% | +0.1% | 1.150% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 33,544 | $1.11M | 0.3% | -21.9% | 0.035% | |
7/18/2025 | Truist Financial Corp | 139,740 | $4.59M | 0.0% | N/A | 0.144% | |
7/17/2025 | Spectrum Strategic Capital Management LLC | 131,134 | $4.33M | 2.2% | N/A | 0.136% | |
7/17/2025 | Fifth Third Securities Inc. | 28,202 | $930K | 0.1% | N/A | 0.029% | |
7/17/2025 | SFM LLC | 218,143 | $7.20M | 4.6% | +73.2% | 0.227% | |
7/15/2025 | Signet Financial Management LLC | 97,971 | $3.23M | 0.4% | +233.6% | 0.102% | |
7/15/2025 | Traction Financial Partners LLC | 7,105 | $234K | 0.2% | N/A | 0.007% | |
7/15/2025 | Fifth Third Bancorp | 705,180 | $23.26M | 0.1% | +22.7% | 0.733% | |
7/15/2025 | Family Investment Center Inc. | 18,702 | $617K | 0.1% | -31.8% | 0.019% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 7,360 | $243K | 0.0% | N/A | 0.008% | |
7/14/2025 | Painted Porch Advisors LLC | 10,500 | $346K | 0.1% | N/A | 0.011% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 23,471 | $786K | 0.3% | +4.6% | 0.024% | |
7/11/2025 | Westfuller Advisors LLC | 22,359 | $738K | 0.4% | -13.4% | 0.024% | |
7/11/2025 | Deane Retirement Strategies Inc. | 2,072 | $68K | 0.0% | -24.8% | 0.002% | |
7/10/2025 | Myriad Asset Management US LP | 120,142 | $3.96M | 2.6% | N/A | 0.127% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,666 | $288K | 0.0% | N/A | 0.009% | |
7/10/2025 | Wedmont Private Capital | 31,795 | $1.05M | 0.0% | +129.4% | 0.034% | |
7/10/2025 | Signal Advisors Wealth LLC | 17,893 | $590K | 0.0% | -7.0% | 0.019% | |
7/7/2025 | Versant Capital Management Inc | 256,302 | $8.46M | 1.3% | +10.4% | 0.276% | |
6/27/2025 | Goldman Sachs Group Inc. | 250,016 | $7.79M | 0.0% | N/A | 0.271% | |
5/29/2025 | Plum Street Advisors LLC | 11,385 | $355K | 0.2% | -13.3% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 250,016 | $7.79M | 0.0% | N/A | 0.322% | |
5/16/2025 | NewEdge Advisors LLC | 30,731 | $958K | 0.0% | +15.4% | 0.040% | |
5/16/2025 | Greenline Partners LLC | 111,284 | $3.47M | 0.5% | -19.5% | 0.143% | |
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5/16/2025 | Ancora Advisors LLC | 103,179 | $3.22M | 0.1% | N/A | 0.133% | |
5/15/2025 | MAI Capital Management | 8,028 | $250K | 0.0% | N/A | 0.010% | |
5/15/2025 | Oarsman Capital Inc. | 48,450 | $1.51M | 0.3% | -2.7% | 0.062% | |
5/14/2025 | Wealth Preservation Advisors LLC | 996 | $31K | 0.0% | N/A | 0.001% | |
5/14/2025 | Napa Wealth Management | 149,777 | $4.67M | 2.6% | N/A | 0.193% | |
5/14/2025 | Cedar Point Capital Partners LLC | 32,169 | $1.00M | 0.7% | +19.3% | 0.041% | |
5/14/2025 | Smartleaf Asset Management LLC | 9,397 | $289K | 0.0% | +214.3% | 0.012% | |
5/14/2025 | Alaska Permanent Fund Corp | 3,528,000 | $115.93M | 1.6% | -46.1% | 4.543% | |
5/14/2025 | CW Advisors LLC | 76,355 | $2.38M | 0.0% | -1.2% | 0.098% | |
5/13/2025 | Raymond James Financial Inc. | 116,613 | $3.64M | 0.0% | +46.7% | 0.150% | |