7/2/2025 | InvesTrust | 30,426 | $3.03M | 1.2% | -3.2% | 0.050% | |
7/1/2025 | Harbor Investment Advisory LLC | 1,779 | $177K | 0.0% | -7.8% | 0.003% | |
6/4/2025 | First Hawaiian Bank | 16,483 | $1.61M | 0.1% | -7.5% | 0.026% | |
6/2/2025 | Modern Wealth Management LLC | 20,110 | $1.96M | 0.1% | +332.7% | 0.032% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,137 | $111K | 0.0% | +77.9% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 15,865 | $1.55M | 0.1% | N/A | 0.025% | |
5/20/2025 | Focus Partners Wealth | 149,104 | $14.54M | 0.0% | +0.5% | 0.235% | |
5/20/2025 | Strive Asset Management LLC | 20,125 | $1.96M | 1.4% | -25.1% | 0.032% | |
5/19/2025 | Jane Street Group LLC | 26,400 | $2.57M | 0.0% | +751.6% | 0.042% | |
5/19/2025 | SCS Capital Management LLC | 8,752 | $853K | 0.0% | N/A | 0.014% | |
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5/16/2025 | Prostatis Group LLC | 2,570 | $251K | 0.1% | +37.3% | 0.004% | |
5/16/2025 | Northeast Financial Consultants Inc | 51,551 | $5.03M | 0.2% | -2.4% | 0.081% | |
5/16/2025 | Great Lakes Advisors LLC | 3,944 | $384K | 0.0% | -92.5% | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 4,780 | $466K | 0.0% | -2.8% | 0.008% | |
5/16/2025 | Goldman Sachs Group Inc. | 188,181 | $18.34M | 0.0% | +9.1% | 0.308% | |
5/16/2025 | Jones Financial Companies Lllp | 211,444 | $20.55M | 0.0% | -20.8% | 0.334% | |
5/16/2025 | Financial Strategies Group Inc. | 6,568 | $640K | 0.2% | +30.4% | 0.010% | |
5/16/2025 | Sepio Capital LP | 71,613 | $6.98M | 0.6% | +7.4% | 0.113% | |
5/16/2025 | Richwood Investment Advisors LLC | 5,043 | $492K | 0.4% | -7.3% | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 12,829 | $1.25M | 0.0% | -16.8% | 0.020% | |
5/16/2025 | Integrated Wealth Concepts LLC | 61,662 | $6.01M | 0.1% | +16.7% | 0.097% | |
5/16/2025 | Hancock Whitney Corp | 6,070 | $592K | 0.0% | +58.7% | 0.010% | |
5/16/2025 | Clark Capital Management Group Inc. | 3,460 | $337K | 0.0% | N/A | 0.005% | |
5/16/2025 | AQR Capital Management LLC | 7,247 | $706K | 0.0% | +189.9% | 0.011% | |
5/15/2025 | EP Wealth Advisors LLC | 40,127 | $3.91M | 0.0% | -12.7% | 0.063% | |
5/15/2025 | GW Henssler & Associates Ltd. | 333,723 | $32.53M | 1.8% | +7.7% | 0.526% | |
5/15/2025 | Michelson Medical Research Foundation Inc. | 129,990 | $12.67M | 10.2% | N/A | 0.205% | |
5/15/2025 | Royal Bank of Canada | 459,323 | $44.78M | 0.0% | -5.6% | 0.724% | |
5/15/2025 | Betterment LLC | 5,250 | $512K | 0.0% | +6.6% | 0.008% | |
5/15/2025 | MAI Capital Management | 179,349 | $17.48M | 0.1% | -0.4% | 0.283% | |
5/15/2025 | Baird Financial Group Inc. | 305,464 | $29.78M | 0.1% | -4.6% | 0.482% | |
5/15/2025 | OLD Mission Capital LLC | 2,155 | $210K | 0.0% | N/A | 0.003% | |
5/15/2025 | Tortoise Investment Management LLC | 27,032 | $2.64M | 0.3% | -2.1% | 0.043% | |
5/15/2025 | Oarsman Capital Inc. | 22,795 | $2.22M | 0.4% | -7.9% | 0.036% | |
5/14/2025 | Wealth Preservation Advisors LLC | 282 | $27K | 0.0% | N/A | 0.000% | |
5/14/2025 | Quadcap Wealth Management LLC | 22,818 | $2.22M | 0.3% | -7.6% | 0.036% | |
5/14/2025 | Per Stirling Capital Management LLC. | 19,288 | $1.88M | 0.3% | -4.5% | 0.030% | |
5/14/2025 | PKS Advisory Services LLC | 14,391 | $1.40M | 0.4% | +4.2% | 0.023% | |
5/14/2025 | Comerica Bank | 110,106 | $10.73M | 0.0% | -2.7% | 0.174% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 377,463 | $36.80M | 0.0% | +8.1% | 0.595% | |
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5/14/2025 | Sax Wealth Advisors LLC | 79,045 | $7.71M | 0.6% | -0.9% | 0.125% | |
5/14/2025 | Kestra Advisory Services LLC | 35,978 | $3.51M | 0.0% | -6.1% | 0.057% | |
5/14/2025 | Broadview Financial Management LLC | 31,956 | $3.12M | 2.3% | -0.7% | 0.050% | |
5/14/2025 | Compound Planning Inc. | 64,329 | $6.27M | 0.3% | +6.5% | 0.101% | |
5/14/2025 | Ameriprise Financial Inc. | 922,162 | $89.91M | 0.0% | +15.2% | 1.455% | |
5/14/2025 | Integras Partners LLC | 4,877 | $475K | 0.4% | -44.0% | 0.008% | |
5/14/2025 | Integrated Investment Consultants LLC | 2,206 | $215K | 0.0% | +8.2% | 0.003% | |
5/14/2025 | CW Advisors LLC | 6,060 | $593K | 0.0% | +16.3% | 0.010% | |
5/14/2025 | Summit Financial LLC | 25,246 | $2.46M | 0.1% | +32.3% | 0.040% | |
5/14/2025 | Asset Management Group Inc. | 88,865 | $8.66M | 1.6% | -0.6% | 0.140% | |
5/14/2025 | Capital Analysts LLC | 12,011 | $1.17M | 0.0% | +7.3% | 0.019% | |
5/14/2025 | Venture Visionary Partners LLC | 2,761 | $269K | 0.0% | -50.0% | 0.004% | |
5/14/2025 | Financial Advisors Network Inc. | 113,564 | $11.07M | 1.8% | +3.6% | 0.179% | |
5/14/2025 | RWA Wealth Partners LLC | 2,945 | $287K | 0.0% | -40.4% | 0.005% | |
5/13/2025 | Sand Hill Global Advisors LLC | 4,182 | $408K | 0.0% | -26.2% | 0.007% | |
5/13/2025 | Watts Gwilliam & Co. LLC | 6,305 | $615K | 0.1% | -3.0% | 0.010% | |
5/13/2025 | Brooklyn Investment Group | 437 | $43K | 0.0% | +380.2% | 0.001% | |
5/13/2025 | Elequin Capital LP | 36,064 | $3.52M | 0.4% | N/A | 0.057% | |
5/13/2025 | Blue Edge Capital LLC | 40,493 | $3.95M | 0.6% | -31.9% | 0.063% | |
5/13/2025 | Ethos Financial Group LLC | 99,088 | $9.66M | 0.9% | N/A | 0.155% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 72,440 | $7.06M | 0.1% | -2.6% | 0.114% | |
5/13/2025 | Raymond James Financial Inc. | 416,904 | $40.64M | 0.0% | -7.8% | 0.653% | |
5/13/2025 | Cresset Asset Management LLC | 49,484 | $4.82M | 0.0% | -0.3% | 0.078% | |
5/13/2025 | Boston Family Office LLC | 2,453 | $239K | 0.0% | -12.1% | 0.004% | |
5/13/2025 | Gen Wealth Partners Inc | 2,394 | $233K | 0.1% | +11.0% | 0.004% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 6,433 | $627K | 0.0% | +39.5% | 0.010% | |
5/13/2025 | Horizon Investments LLC | 1,416 | $138K | 0.0% | -20.1% | 0.002% | |
5/13/2025 | Azimuth Capital Investment Management LLC | 45,536 | $4.44M | 0.2% | -2.3% | 0.071% | |
5/13/2025 | Inspire Trust Co. N.A. | 22,000 | $2.15M | 0.5% | +10.0% | 0.034% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 198,584 | $19.36M | 0.1% | +1.4% | 0.311% | |
5/13/2025 | Ground Swell Capital LLC | 5,257 | $512K | 1.1% | N/A | 0.008% | |
5/13/2025 | Evensky & Katz LLC | 43,358 | $4.23M | 0.3% | -1.0% | 0.068% | |
5/13/2025 | Centerpoint Advisors LLC | 39,432 | $3.84M | 1.4% | -1.0% | 0.062% | |
5/13/2025 | Russell Investments Group Ltd. | 523 | $51K | 0.0% | +162.8% | 0.001% | |
5/13/2025 | HighTower Advisors LLC | 424,984 | $41.43M | 0.1% | +11.5% | 0.666% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 129,205 | $12.60M | 0.0% | -3.1% | 0.203% | |
5/12/2025 | SouthState Corp | 3,687 | $359K | 0.0% | +22.1% | 0.006% | |
5/12/2025 | Campion Asset Management | 10,663 | $1.04M | 0.8% | -1.4% | 0.017% | |
5/12/2025 | Taylor Financial Group Inc. | 20,476 | $2.00M | 1.4% | +4.2% | 0.032% | |
5/12/2025 | Koss Olinger Consulting LLC | 2,756 | $269K | 0.0% | N/A | 0.004% | |
5/12/2025 | Alesco Advisors LLC | 12,760 | $1.24M | 0.0% | +3.6% | 0.020% | |
5/9/2025 | 1834 Investment Advisors Co. | 37,093 | $3.62M | 0.5% | -3.8% | 0.058% | |
5/9/2025 | Chicago Partners Investment Group LLC | 67,754 | $6.26M | 0.2% | -4.7% | 0.106% | |
5/9/2025 | Exencial Wealth Advisors LLC | 295,736 | $28.83M | 1.1% | -1.2% | 0.464% | |
5/9/2025 | PrairieView Partners LLC | 21,199 | $2.07M | 0.2% | -2.0% | 0.033% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 8,888 | $866K | 0.2% | -6.7% | 0.014% | |
5/9/2025 | Renasant Bank | 10,299 | $1.00M | 0.7% | -4.6% | 0.016% | |
5/9/2025 | Wealthspire Advisors LLC | 14,548 | $1.42M | 0.0% | +0.8% | 0.023% | |
5/9/2025 | Atria Wealth Solutions Inc. | 65,290 | $6.37M | 0.1% | -5.7% | 0.102% | |
5/9/2025 | Cary Street Partners Financial LLC | 7,704 | $751K | 0.0% | -7.7% | 0.012% | |
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5/9/2025 | New Age Alpha Advisors LLC | 1,500 | $146K | 0.0% | N/A | 0.002% | |
5/9/2025 | Thoroughbred Financial Services LLC | 3,956 | $385K | 0.0% | +6.7% | 0.006% | |
5/9/2025 | Probity Advisors Inc. | 173,559 | $16.92M | 3.2% | -0.7% | 0.272% | |
5/9/2025 | Commonwealth Equity Services LLC | 687,838 | $67.05M | 0.1% | -7.8% | 1.078% | |
5/9/2025 | Blair William & Co. IL | 10,425 | $1.02M | 0.0% | -1.8% | 0.016% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 281,599 | $27.45M | 12.5% | -3.3% | 0.441% | |
5/9/2025 | PNC Financial Services Group Inc. | 655,937 | $63.94M | 0.0% | -2.0% | 1.028% | |
5/8/2025 | SPC Financial Inc. | 242,961 | $23.68M | 2.1% | +1.2% | 0.381% | |
5/8/2025 | TIAA Trust National Association | 14,082 | $1.37M | 0.0% | -10.3% | 0.022% | |
5/8/2025 | Commerce Bank | 9,095 | $887K | 0.0% | -1.4% | 0.014% | |