5/22/2025 | Rollins Financial Advisors LLC | 1,841 | $1.03M | 0.2% | -8.4% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 220 | $124K | 0.0% | N/A | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 7,815 | $4.39M | 1.5% | -10.1% | 0.001% | |
5/22/2025 | Kilter Group LLC | 55,008 | $30.91M | 20.2% | -6.1% | 0.006% | |
5/21/2025 | Indiana Trust & Investment Management Co | 3,460 | $1.94M | 0.7% | +6.9% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 2,127 | $1.20M | 0.1% | +10.1% | 0.000% | |
5/21/2025 | McAdam LLC | 38,001 | $21.35M | 1.3% | -8.7% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 153,625 | $86.32M | 2.9% | +7.4% | 0.015% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 7,448 | $4.19M | 0.8% | -7.4% | 0.001% | |
5/21/2025 | CBM Financial LLC | 54,129 | $32.11M | 26.4% | N/A | 0.005% | |
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5/20/2025 | Blue Rock Wealth Management LLC | 828 | $465K | 0.4% | -2.7% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 17,253 | $9.70M | 2.0% | +476.3% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 30,363 | $17.06M | 0.9% | +98.8% | 0.003% | |
5/20/2025 | Focus Partners Wealth | 649,627 | $365.03M | 0.9% | +2.4% | 0.065% | |
5/20/2025 | Flaharty Asset Management LLC | 50 | $28K | 0.0% | N/A | 0.000% | |
5/20/2025 | Nepc LLC | 15,178 | $8.53M | 0.2% | +0.2% | 0.002% | |
5/20/2025 | Integrity Alliance LLC. | 266,150 | $149.55M | 5.9% | +66.5% | 0.027% | |
5/20/2025 | Anchor Investment Management LLC | 367 | $206K | 0.0% | -8.3% | 0.000% | |
5/20/2025 | Glenview Trust co | 304,114 | $170.88M | 3.3% | +0.0% | 0.031% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 62,355 | $35.04M | 21.4% | +0.1% | 0.006% | |
5/20/2025 | Aspen Investment Management Inc | 5,792 | $3.25M | 1.5% | +1.9% | 0.001% | |
5/20/2025 | Japan Science & Technology Agency | 1,170,800 | $657.87M | 10.1% | N/A | 0.118% | |
5/19/2025 | SageView Advisory Group LLC | 44,663 | $25.10M | 1.1% | -0.1% | 0.004% | |
5/19/2025 | Advisory Alpha LLC | 3,031 | $1.70M | 0.1% | +3.6% | 0.000% | |
5/19/2025 | Trinity Financial Advisors LLC | 1,337 | $722K | 0.3% | +262.3% | 0.000% | |
5/19/2025 | Game Plan Financial Advisors LLC | 166 | $93K | 0.0% | +19.4% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 5,402 | $3.04M | 1.1% | -4.8% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 117,636 | $66.10M | 0.8% | N/A | 0.012% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,420,607 | $798.24M | 0.2% | +15.5% | 0.143% | |
5/19/2025 | Legacy Advisory Services LLC | 6,967 | $3.92M | 3.3% | N/A | 0.001% | |
5/16/2025 | Windsor Advisory Group LLC | 9,801 | $5.51M | 7.1% | +19,502.0% | 0.001% | |
5/16/2025 | Prostatis Group LLC | 7,140 | $4.01M | 1.3% | +1.2% | 0.001% | |
5/16/2025 | Hancock Prospecting Pty Ltd | 364,361 | $204.73M | 4.4% | +233.1% | 0.037% | |
5/16/2025 | American Trust | 641 | $360K | 0.1% | -93.5% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 5,893 | $3.31M | 0.4% | -0.3% | 0.001% | |
5/16/2025 | Empowered Funds LLC | 17,509 | $9.84M | 0.1% | +111.2% | 0.002% | |
5/16/2025 | AAF Wealth Management LLC | 76,861 | $43.19M | 23.3% | +2.2% | 0.008% | |
5/16/2025 | Northeast Financial Consultants Inc | 16,504 | $9.27M | 0.4% | +3.2% | 0.002% | |
5/16/2025 | Axiom Investors LLC DE | 2,600 | $1.46M | 0.0% | +73.3% | 0.000% | |
5/16/2025 | Ascent Group LLC | 30,965 | $17.40M | 0.7% | +73.2% | 0.003% | |
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5/16/2025 | Arete Wealth Advisors LLC | 18,085 | $10.16M | 0.7% | +1.6% | 0.002% | |
5/16/2025 | Great Lakes Advisors LLC | 130,152 | $73.13M | 0.7% | -14.0% | 0.013% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 27,012 | $15.18M | 0.4% | -1.3% | 0.003% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 92,162 | $51.79M | 2.0% | -3.3% | 0.009% | |
5/16/2025 | Kestra Investment Management LLC | 6,084 | $3.42M | 0.1% | +76.5% | 0.001% | |
5/16/2025 | Resources Management Corp CT ADV | 4,107 | $2.31M | 0.3% | -1.6% | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 2,066 | $1.16M | 0.5% | -5.7% | 0.000% | |
5/16/2025 | ROSS JOHNSON & Associates LLC | 555 | $312K | 5.4% | +4,169.2% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 14,644,144 | $7.86B | 7.2% | +21.5% | 1.473% | |
5/16/2025 | CKW Financial Group | 671,159 | $378.39M | 47.3% | -0.4% | 0.068% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 1,637 | $920K | 0.7% | +694.7% | 0.000% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 758 | $423K | 0.2% | -5.4% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 29,336 | $16.48M | 12.6% | N/A | 0.003% | |
5/16/2025 | Talon Private Wealth LLC | 3,600 | $2.02M | 0.3% | -13.6% | 0.000% | |
5/16/2025 | Tolleson Wealth Management Inc. | 4,923 | $2.77M | 0.5% | +5.7% | 0.000% | |
5/16/2025 | Sepio Capital LP | 7,165 | $4.03M | 0.3% | -1.5% | 0.001% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 7,785 | $4.37M | 1.1% | -4.3% | 0.001% | |
5/16/2025 | Redwood Financial Network Corp | 1,520 | $854K | 0.7% | +9.4% | 0.000% | |
5/16/2025 | Richwood Investment Advisors LLC | 35,917 | $20.18M | 17.2% | +3.1% | 0.004% | |
5/16/2025 | Rise Advisors LLC | 371 | $208K | 0.1% | +11.4% | 0.000% | |
5/16/2025 | Ruggaard & Associates LLC | 8,149 | $4.58M | 2.0% | +8.5% | 0.001% | |
5/16/2025 | Passaic Partners LLC | 42,456 | $23.86M | 3.6% | +38.1% | 0.004% | |
5/16/2025 | Permanens Capital L.P. | 559 | $314K | 0.1% | N/A | 0.000% | |
5/16/2025 | Pinnacle Family Advisors LLC | 22,020 | $12.37M | 6.7% | -22.8% | 0.002% | |
5/16/2025 | Plancorp LLC | 4,672 | $2.63M | 0.1% | +3.8% | 0.000% | |
5/16/2025 | Nepc LLC | 15,178 | $8.53M | 0.2% | +0.2% | 0.002% | |
5/16/2025 | National Wealth Management Group LLC | 13,246 | $7.44M | 4.9% | +10.3% | 0.001% | |
5/16/2025 | Nearwater Capital Markets Ltd | 1,000,000 | $561.90M | 16.0% | -4.9% | 0.101% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 24,775,295 | $13.92B | 62.7% | +53,779.2% | 2.492% | |
5/16/2025 | NewEdge Advisors LLC | 816,279 | $458.67M | 2.7% | -0.8% | 0.082% | |
5/16/2025 | Millennium Management LLC | 9,308,270 | $5.23B | 2.8% | +67.7% | 0.936% | |
5/16/2025 | Integrated Wealth Concepts LLC | 346,830 | $194.88M | 2.3% | -4.4% | 0.035% | |
5/16/2025 | Ironvine Capital Partners LLC | 356 | $200K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jentner Corp | 4,079 | $2.29M | 0.7% | -1.0% | 0.000% | |
5/16/2025 | Gotham Asset Management LLC | 272,869 | $153.33M | 1.3% | +18.2% | 0.027% | |
5/16/2025 | Granby Capital Management LLC | 17,000 | $9.55M | 5.1% | -62.2% | 0.002% | |
5/16/2025 | Greenline Partners LLC | 16,113 | $9.05M | 1.3% | +5,343.6% | 0.002% | |
5/16/2025 | Hall Laurie J Trustee | 892 | $501K | 0.2% | -44.4% | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 394,933 | $221.91M | 7.2% | -2.8% | 0.040% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 7,486 | $4.21M | 0.1% | -1.1% | 0.001% | |
5/16/2025 | Clark Capital Management Group Inc. | 702,828 | $394.92M | 2.8% | +3,435.2% | 0.071% | |
5/16/2025 | Concorde Asset Management LLC | 21,281 | $11.66M | 6.2% | -1.6% | 0.002% | |
5/16/2025 | Conrad N. Hilton Foundation | 232,096 | $130.42M | 91.3% | +28.5% | 0.023% | |
5/16/2025 | Copperleaf Capital LLC | 15,442 | $8.68M | 5.2% | -18.5% | 0.002% | |
5/16/2025 | Curi RMB Capital LLC | 103,687 | $58.26M | 1.4% | -16.6% | 0.010% | |
5/16/2025 | Brandywine Trust Co. | 1,958 | $1.10M | 0.2% | +105.9% | 0.000% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 19,104 | $10.74M | 0.9% | -2.3% | 0.002% | |
5/16/2025 | Banque Transatlantique SA | 18,396 | $9.55M | 0.2% | N/A | 0.002% | |
5/16/2025 | Alliancebernstein L.P. | 5,374,402 | $3.02B | 1.1% | +7.3% | 0.541% | |
5/16/2025 | AQR Capital Management LLC | 172,571 | $96.97M | 0.1% | +50.2% | 0.017% | |
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5/16/2025 | AlTi Global Inc. | 24,730 | $13.90M | 0.4% | -50.6% | 0.002% | |
5/16/2025 | Alyeska Investment Group L.P. | 4,443,426 | $2.50B | 9.9% | -25.0% | 0.447% | |
5/16/2025 | Ancora Advisors LLC | 84,428 | $47.44M | 1.1% | +0.6% | 0.008% | |
5/16/2025 | Aprio Wealth Management LLC | 13,488 | $7.58M | 0.9% | +185.2% | 0.001% | |
5/16/2025 | 1 North Wealth Services LLC | 10,177 | $5.72M | 2.6% | -6.8% | 0.001% | |
5/16/2025 | 26North Partners LP | 102,897 | $57.82M | 100.0% | -58.7% | 0.010% | |
5/15/2025 | UNC Management Company Inc. | 1,333,345 | $749.21M | 80.3% | -2.2% | 0.134% | |
5/15/2025 | Family Office Research LLC | 2,370 | $1.33M | 0.6% | -11.2% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 253,632 | $142.50M | 0.7% | +0.2% | 0.026% | |
5/15/2025 | EP Wealth Advisors LLC | 87,505 | $49.17M | 0.4% | +1.7% | 0.009% | |