5/22/2025 | Rollins Financial Advisors LLC | 58,110 | $5.39M | 0.9% | -9.7% | 0.011% | |
5/22/2025 | Kilter Group LLC | 159,753 | $14.83M | 9.7% | +4.3% | 0.029% | |
5/21/2025 | Indiana Trust & Investment Management Co | 1,453 | $135K | 0.0% | +11.1% | 0.000% | |
5/21/2025 | McAdam LLC | 2,545 | $236K | 0.0% | -52.9% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 93,356 | $8.67M | 0.3% | +0.7% | 0.017% | |
5/20/2025 | Fortis Capital Advisors LLC | 11,420 | $1.06M | 0.2% | -37.5% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 60,669 | $5.63M | 0.3% | -40.1% | 0.011% | |
5/20/2025 | Focus Partners Wealth | 927,442 | $86.10M | 0.2% | +0.8% | 0.170% | |
5/20/2025 | Flaharty Asset Management LLC | 284 | $26K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 368,984 | $34.25M | 1.4% | +58.7% | 0.068% | |
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5/20/2025 | Glenview Trust co | 30,493 | $2.83M | 0.1% | -4.8% | 0.006% | |
5/19/2025 | Client 1ST Advisory Group LLC | 30,307 | $2.81M | 1.1% | +8.5% | 0.006% | |
5/19/2025 | SCS Capital Management LLC | 572,153 | $53.11M | 0.7% | +1.2% | 0.105% | |
5/16/2025 | Semmax Financial Advisors Inc. | 13,974 | $1.36M | 0.4% | +4.2% | 0.003% | |
5/16/2025 | Northeast Financial Consultants Inc | 54,210 | $5.03M | 0.2% | +2.9% | 0.010% | |
5/16/2025 | Faithward Advisors LLC | 37,505 | $3.48M | 0.6% | +12.3% | 0.007% | |
5/16/2025 | Ascent Group LLC | 806,123 | $74.83M | 3.2% | +341.5% | 0.148% | |
5/16/2025 | United Services Automobile Association | 94,332 | $8.74M | 0.3% | +100.0% | 0.017% | |
5/16/2025 | Arete Wealth Advisors LLC | 32,460 | $3.01M | 0.2% | +12.5% | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 74,580 | $6.92M | 0.2% | -0.7% | 0.014% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 139,647 | $12.96M | 0.5% | -17.3% | 0.026% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,639,595 | $616.35M | 0.1% | +4.4% | 1.216% | |
5/16/2025 | Kestra Investment Management LLC | 6,392 | $593K | 0.0% | +66.8% | 0.001% | |
5/16/2025 | Cape Investment Advisory Inc. | 4,851 | $450K | 0.2% | +6.3% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 3,844,353 | $354.68M | 0.3% | -34.7% | 0.704% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 3,909 | $363K | 0.1% | -17.7% | 0.001% | |
5/16/2025 | Pinnacle Family Advisors LLC | 37,230 | $3.46M | 1.9% | +0.7% | 0.007% | |
5/16/2025 | NewEdge Advisors LLC | 2,006,853 | $186.30M | 1.1% | +8.0% | 0.368% | |
5/16/2025 | Integrated Wealth Concepts LLC | 525,426 | $48.78M | 0.6% | -8.4% | 0.096% | |
5/16/2025 | Hancock Whitney Corp | 98,528 | $9.15M | 0.3% | -5.8% | 0.018% | |
5/16/2025 | Clark Capital Management Group Inc. | 4,996 | $464K | 0.0% | -57.0% | 0.001% | |
5/16/2025 | Concorde Asset Management LLC | 40,449 | $3.74M | 2.0% | +0.5% | 0.007% | |
5/16/2025 | Copperleaf Capital LLC | 51,191 | $4.75M | 2.8% | +2.5% | 0.009% | |
5/16/2025 | Curi RMB Capital LLC | 5,321 | $494K | 0.0% | -90.3% | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 67,130 | $6.23M | 0.0% | +26.7% | 0.012% | |
5/16/2025 | AlTi Global Inc. | 67,403 | $6.26M | 0.2% | -0.2% | 0.012% | |
5/16/2025 | Amundi | 7,468 | $693K | 0.0% | -45.5% | 0.001% | |
5/16/2025 | Ancora Advisors LLC | 84,492 | $7.84M | 0.2% | +12.4% | 0.015% | |
5/16/2025 | Aprio Wealth Management LLC | 17,306 | $1.61M | 0.2% | +72.6% | 0.003% | |
5/15/2025 | Family Office Research LLC | 4,784 | $444K | 0.2% | -19.8% | 0.001% | |
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5/15/2025 | EP Wealth Advisors LLC | 115,584 | $10.73M | 0.1% | -0.6% | 0.021% | |
5/15/2025 | Capital Investment Counsel LLC | 3,536 | $328K | 0.1% | -5.8% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 27,465 | $2.55M | 0.0% | -13.6% | 0.005% | |
5/15/2025 | One Wealth Capital Management LLC | 73,988 | $6.87M | 3.7% | -2.3% | 0.014% | |
5/15/2025 | Flputnam Investment Management Co. | 17,565 | $1.63M | 0.0% | +10.3% | 0.003% | |
5/15/2025 | Royal Bank of Canada | 3,198,273 | $296.98M | 0.1% | -8.1% | 0.586% | |
5/15/2025 | Graham Capital Management L.P. | 44,310 | $4.11M | 0.1% | N/A | 0.008% | |
5/15/2025 | Betterment LLC | 10,244 | $951K | 0.0% | +5.6% | 0.002% | |
5/15/2025 | MAI Capital Management | 1,052,213 | $97.68M | 0.7% | -12.6% | 0.193% | |
5/15/2025 | Calton & Associates Inc. | 13,175 | $1.22M | 0.3% | +27.9% | 0.002% | |
5/15/2025 | Brasada Capital Management LP | 9,979 | $926K | 0.2% | -11.4% | 0.002% | |
5/15/2025 | Connecticut Wealth Management LLC | 395,037 | $36.67M | 1.9% | -6.8% | 0.072% | |
5/15/2025 | Baird Financial Group Inc. | 907,341 | $84.23M | 0.2% | -0.8% | 0.166% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 3,277 | $304K | 0.0% | -50.6% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 88,834 | $8.25M | 0.3% | -34.9% | 0.016% | |
5/15/2025 | The Manufacturers Life Insurance Company | 397,932 | $36.94M | 0.0% | +1,083.4% | 0.073% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 642 | $60K | 0.0% | -73.4% | 0.000% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 10,043 | $932K | 0.0% | N/A | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 3,047 | $283K | 0.1% | -14.8% | 0.001% | |
5/15/2025 | Cape ANN Savings Bank | 2,476 | $230K | 0.1% | +4.2% | 0.000% | |
5/15/2025 | Clarity Asset Management Inc. | 14,047 | $1.30M | 0.8% | -6.5% | 0.003% | |
5/14/2025 | Truvestments Capital LLC | 3,366 | $312K | 0.1% | +40.1% | 0.001% | |
5/14/2025 | Wealth Preservation Advisors LLC | 4,493 | $417K | 0.3% | N/A | 0.001% | |
5/14/2025 | Triad Wealth Partners LLC | 184,005 | $17.08M | 5.3% | +18.9% | 0.034% | |
5/14/2025 | CreativeOne Wealth LLC | 490,839 | $45.57M | 1.4% | -6.9% | 0.090% | |
5/14/2025 | Ieq Capital LLC | 261,313 | $24.26M | 0.2% | +71.6% | 0.048% | |
5/14/2025 | Redwood Investment Management LLC | 33,647 | $3.12M | 0.3% | +3.5% | 0.006% | |
5/14/2025 | Per Stirling Capital Management LLC. | 228,379 | $21.20M | 3.0% | -31.2% | 0.042% | |
5/14/2025 | Nicolet Bankshares Inc. | 121,671 | $11.30M | 2.3% | -0.3% | 0.022% | |
5/14/2025 | PKS Advisory Services LLC | 70,972 | $6.57M | 1.9% | -1.3% | 0.013% | |
5/14/2025 | WCG Wealth Advisors LLC | 114,142 | $10.60M | 0.8% | -4.4% | 0.021% | |
5/14/2025 | Talisman Wealth Advisors LLC | 5,671 | $526K | 0.5% | +38.5% | 0.001% | |
5/14/2025 | Full Sail Capital LLC | 4,087 | $379K | 0.0% | +71.0% | 0.001% | |
5/14/2025 | Comerica Bank | 984,972 | $91.44M | 0.4% | -0.4% | 0.180% | |
5/14/2025 | Freedom Investment Management Inc. | 11,492 | $1.07M | 0.1% | +106.9% | 0.002% | |
5/14/2025 | Synovus Financial Corp | 30,735 | $2.85M | 0.0% | -9.5% | 0.006% | |
5/14/2025 | Cadence Bank | 28,405 | $2.64M | 0.2% | -0.6% | 0.005% | |
5/14/2025 | Smartleaf Asset Management LLC | 6,754 | $625K | 0.1% | +2,004.0% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,659,880 | $154.09M | 0.1% | +0.3% | 0.304% | |
5/14/2025 | Haverford Trust Co | 35,298 | $3.28M | 0.0% | -1.0% | 0.006% | |
5/14/2025 | Sax Wealth Advisors LLC | 7,431 | $690K | 0.0% | +28.3% | 0.001% | |
5/14/2025 | Van Hulzen Asset Management LLC | 6,913 | $642K | 0.1% | -5.2% | 0.001% | |
5/14/2025 | Leslie Global Wealth LLC | 9,106 | $845K | 0.4% | -7.0% | 0.002% | |
5/14/2025 | Strategies Wealth Advisors LLC | 24,348 | $2.26M | 0.3% | -1.5% | 0.004% | |
5/14/2025 | Kestra Advisory Services LLC | 634,418 | $58.89M | 0.3% | -3.6% | 0.116% | |
5/14/2025 | Broadview Financial Management LLC | 105,502 | $9.79M | 7.3% | -0.4% | 0.019% | |
5/14/2025 | OFC Financial Planning LLC | 12,364 | $1.15M | 1.3% | -1.9% | 0.002% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 81,787 | $7.59M | 0.8% | +4.1% | 0.015% | |
5/14/2025 | Compound Planning Inc. | 13,612 | $1.26M | 0.1% | +14.9% | 0.002% | |
5/14/2025 | Barnes Wealth Management Group Inc | 58,145 | $5.40M | 3.5% | +4.8% | 0.011% | |
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5/14/2025 | Ameriprise Financial Inc. | 7,952,160 | $738.22M | 0.2% | -0.3% | 1.457% | |
5/14/2025 | Guidance Point Advisors LLC | 198,665 | $18.44M | 5.3% | +0.7% | 0.036% | |
5/14/2025 | CW Advisors LLC | 44,827 | $4.20M | 0.1% | +265.7% | 0.008% | |
5/14/2025 | Summit Financial LLC | 15,583 | $1.45M | 0.0% | +39.0% | 0.003% | |
5/14/2025 | Tiemann Investment Advisors LLC | 12,381 | $1.15M | 0.5% | -8.9% | 0.002% | |
5/14/2025 | PGIM Custom Harvest LLC | 26,476 | $2.46M | 0.1% | +17.6% | 0.005% | |
5/14/2025 | TFB Advisors LLC | 6,725 | $624K | 0.2% | -20.3% | 0.001% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 40,860 | $3.79M | 0.2% | -24.4% | 0.007% | |
5/14/2025 | GDS Wealth Management | 7,005 | $650K | 0.1% | +4.2% | 0.001% | |
5/14/2025 | Asset Management Group Inc. | 45,561 | $4.23M | 0.8% | -2.7% | 0.008% | |