7/7/2025 | St. Clair Advisors LLC | 22,284 | $2.05M | 0.5% | -4.8% | 0.005% | |
7/7/2025 | Accelerate Investment Advisors LLC | 3,003 | $276K | 0.2% | N/A | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 63,168 | $5.81M | 0.2% | +5.2% | 0.014% | |
7/7/2025 | Salem Investment Counselors Inc. | 76,027 | $6.99M | 0.2% | -0.4% | 0.017% | |
7/7/2025 | Life Line Wealth Management LLC | 31,980 | $2.94M | 1.0% | -12.4% | 0.007% | |
7/7/2025 | Taylor & Morgan Wealth Management LLC | 115,764 | $10.65M | 7.2% | +0.3% | 0.025% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 9,633 | $886K | 0.5% | N/A | 0.002% | |
7/2/2025 | Crumly & Associates Inc. | 21,836 | $2.01M | 0.5% | N/A | 0.005% | |
7/2/2025 | First Financial Bank Trust Division | 14,251 | $1.31M | 0.1% | +34.1% | 0.003% | |
7/1/2025 | Legacy Wealth Management LLC MS | 4,281 | $394K | 0.1% | -60.5% | 0.001% | |
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6/24/2025 | Rainier Family Wealth Inc. | 18,216 | $1.55M | 1.8% | +24.2% | 0.004% | |
6/18/2025 | Voya Investment Management LLC | 178,051 | $15.15M | 0.0% | -6.0% | 0.039% | |
5/29/2025 | Rhumbline Advisers | 16,418 | $1.40M | 0.0% | +39.8% | 0.004% | |
5/28/2025 | Jones Financial Companies Lllp | 66,497,354 | $5.63B | 5.0% | +6.9% | 14.620% | |
5/28/2025 | Intrua Financial LLC | 5,292 | $450K | 0.1% | -19.9% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 10,175 | $866K | 0.0% | -7.8% | 0.002% | |
5/21/2025 | Geneos Wealth Management Inc. | 30,372 | $2.58M | 0.1% | -0.7% | 0.007% | |
5/20/2025 | Fortis Capital Advisors LLC | 5,448 | $463K | 0.1% | +3.9% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 21,598 | $1.84M | 0.1% | +131.1% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 455,955 | $38.79M | 0.1% | -0.3% | 0.100% | |
5/20/2025 | Flaharty Asset Management LLC | 1,541 | $131K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 2,619 | $223K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 1,252,223 | $106.53M | 2.1% | +2.5% | 0.274% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 30,443 | $2.59M | 1.6% | -5.8% | 0.007% | |
5/19/2025 | Advisory Alpha LLC | 4,326 | $368K | 0.0% | -3.5% | 0.001% | |
5/19/2025 | Alaethes Wealth LLC | 3,818 | $325K | 0.1% | +41.3% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 40,573 | $3.45M | 0.0% | N/A | 0.009% | |
5/16/2025 | AAF Wealth Management LLC | 5,369 | $457K | 0.2% | -18.9% | 0.001% | |
5/16/2025 | Ascent Group LLC | 13,777 | $1.17M | 0.1% | +209.4% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 7,470 | $635K | 0.1% | +2,163.6% | 0.002% | |
5/16/2025 | Great Lakes Advisors LLC | 23,614 | $2.01M | 0.0% | -83.6% | 0.005% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 8,752 | $745K | 0.0% | +2.1% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 145,348 | $12.37M | 0.5% | +8.6% | 0.032% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,608,298 | $221.89M | 0.0% | +7.2% | 0.553% | |
5/16/2025 | Knightsbridge Asset Management LLC | 62,269 | $5.30M | 1.3% | -3.5% | 0.014% | |
5/16/2025 | Jones Financial Companies Lllp | 66,129,912 | $5.60B | 5.1% | +6.3% | 14.463% | |
5/16/2025 | Tolleson Wealth Management Inc. | 70,479 | $6.00M | 1.2% | -3.9% | 0.015% | |
5/16/2025 | Select Equity Group L.P. | 11,749 | $999K | 0.0% | +16.2% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 182,529 | $15.53M | 0.1% | +3.6% | 0.040% | |
5/16/2025 | Integrated Wealth Concepts LLC | 42,381 | $3.61M | 0.0% | +0.5% | 0.009% | |
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5/16/2025 | Clark Capital Management Group Inc. | 11,297 | $961K | 0.0% | +198.5% | 0.002% | |
5/16/2025 | Curi RMB Capital LLC | 29,290 | $2.49M | 0.1% | -45.0% | 0.006% | |
5/16/2025 | Brandywine Trust Co. | 2,667 | $227K | 0.0% | N/A | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 850 | $67K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ancora Advisors LLC | 20,841 | $1.77M | 0.0% | -3.5% | 0.005% | |
5/15/2025 | Paragon Private Wealth Management LLC | 79,226 | $6.74M | 3.1% | +22.3% | 0.017% | |
5/15/2025 | EP Wealth Advisors LLC | 38,202 | $3.25M | 0.0% | +9.4% | 0.008% | |
5/15/2025 | First Manhattan CO. LLC. | 4,588 | $390K | 0.0% | +9.5% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 11,568 | $984K | 0.0% | +41.4% | 0.003% | |
5/15/2025 | First Financial Bankshares Inc | 8,488 | $722K | 0.0% | -23.2% | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 18,123 | $1.54M | 0.0% | -3.8% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 2,035,499 | $173.16M | 0.0% | -11.0% | 0.445% | |
5/15/2025 | Betterment LLC | 4,858 | $413K | 0.0% | +19.5% | 0.001% | |
5/15/2025 | MAI Capital Management | 379,580 | $32.29M | 0.2% | +0.6% | 0.083% | |
5/15/2025 | Brasada Capital Management LP | 11,148 | $948K | 0.2% | -2.1% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 8,218,663 | $699.16M | 1.3% | +1.8% | 1.797% | |
5/15/2025 | Vident Advisory LLC | 2,465 | $210K | 0.0% | -55.8% | 0.001% | |
5/15/2025 | Okabena Investment Services Inc. | 12,112 | $1.03M | 0.3% | +1.1% | 0.003% | |
5/15/2025 | Beck Bode LLC | 8,936 | $760K | 0.1% | -18.8% | 0.002% | |
5/15/2025 | Earnest Partners LLC | 36,251 | $3.08M | 0.0% | -55.4% | 0.008% | |
5/14/2025 | Truvestments Capital LLC | 1,938 | $165K | 0.0% | +57.9% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 10,793 | $918K | 0.0% | +5.4% | 0.002% | |
5/14/2025 | Ieq Capital LLC | 84,448 | $7.18M | 0.1% | +10.2% | 0.018% | |
5/14/2025 | Samalin Investment Counsel LLC | 36,773 | $3.13M | 1.3% | +13.8% | 0.008% | |
5/14/2025 | Full Sail Capital LLC | 80,855 | $6.88M | 0.4% | -2.5% | 0.018% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 352,385 | $29.97M | 0.1% | -16.0% | 0.077% | |
5/14/2025 | Comerica Bank | 544,935 | $46.36M | 0.2% | +4.0% | 0.119% | |
5/14/2025 | Synovus Financial Corp | 1,111,779 | $94.58M | 1.2% | +7.2% | 0.243% | |
5/14/2025 | Oliver Luxxe Assets LLC | 24,458 | $2.08M | 0.4% | -1.0% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,052,487 | $89.54M | 0.1% | +3.5% | 0.230% | |
5/14/2025 | Haverford Trust Co | 95,708 | $8.14M | 0.1% | -3.7% | 0.021% | |
5/14/2025 | Leslie Global Wealth LLC | 10,449 | $889K | 0.4% | +5.7% | 0.002% | |
5/14/2025 | Kestra Advisory Services LLC | 231,754 | $19.72M | 0.1% | +19.9% | 0.051% | |
5/14/2025 | Compound Planning Inc. | 15,028 | $1.28M | 0.1% | +49.8% | 0.003% | |
5/14/2025 | Monetary Management Group Inc. | 13,055 | $1.11M | 0.3% | -6.8% | 0.003% | |
5/14/2025 | Hobbs Group Advisors LLC | 2,410 | $205K | 0.1% | N/A | 0.001% | |
5/14/2025 | Ameriprise Financial Inc. | 3,392,419 | $296.96M | 0.1% | -18.3% | 0.742% | |
5/14/2025 | Guidance Point Advisors LLC | 3,887 | $331K | 0.1% | -11.1% | 0.001% | |
5/14/2025 | CW Advisors LLC | 33,243 | $2.83M | 0.0% | +237.4% | 0.007% | |
5/14/2025 | Summit Financial LLC | 3,334 | $284K | 0.0% | N/A | 0.001% | |
5/14/2025 | Partners Capital Investment Group LLP | 31,682 | $2.70M | 0.0% | N/A | 0.007% | |
5/14/2025 | PGIM Custom Harvest LLC | 4,298 | $366K | 0.0% | -13.6% | 0.001% | |
5/14/2025 | TFB Advisors LLC | 34,773 | $2.96M | 0.9% | +6.9% | 0.008% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 51,526 | $4.38M | 0.3% | -2.0% | 0.011% | |
5/14/2025 | GM Advisory Group LLC | 14,006 | $1.19M | 0.1% | +2.2% | 0.003% | |
5/14/2025 | Capital Analysts LLC | 6,926 | $589K | 0.0% | +76.6% | 0.002% | |
5/14/2025 | Level Four Advisory Services LLC | 57,332 | $4.88M | 0.2% | -1.1% | 0.013% | |
5/14/2025 | Vertex Planning Partners LLC | 9,412 | $801K | 0.2% | +35.3% | 0.002% | |
5/14/2025 | Heritage Financial Services LLC | 3,015 | $256K | 0.0% | +25.8% | 0.001% | |
5/14/2025 | Venture Visionary Partners LLC | 22,752 | $1.94M | 0.1% | -51.4% | 0.005% | |
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5/14/2025 | Texas Capital Bancshares Inc TX | 82,962 | $7.06M | 3.0% | -5.2% | 0.018% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 289,884 | $24.66M | 2.5% | -18.3% | 0.063% | |
5/14/2025 | Colonial Trust Advisors | 4,731 | $402K | 0.0% | -10.7% | 0.001% | |
5/14/2025 | M Holdings Securities Inc. | 11,994 | $1.02M | 0.2% | +19.2% | 0.003% | |
5/14/2025 | RWA Wealth Partners LLC | 83,262 | $7.08M | 0.1% | -1.6% | 0.018% | |
5/13/2025 | Northern Trust Corp | 9,371,071 | $797.20M | 0.1% | +0.8% | 2.049% | |
5/13/2025 | Brooklyn Investment Group | 1,580 | $134K | 0.0% | N/A | 0.000% | |
5/13/2025 | Freestone Capital Holdings LLC | 5,114 | $435K | 0.0% | +2.8% | 0.001% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 480,495 | $40.88M | 0.4% | +4.9% | 0.105% | |
5/13/2025 | Knuff & Co LLC | 16,633 | $1.42M | 0.5% | +15.0% | 0.004% | |