7/7/2025 | Centurion Wealth Management LLC | 700 | $246K | 0.1% | N/A | 0.002% | |
7/3/2025 | First Hawaiian Bank | 9,197 | $3.23M | 0.4% | -1.6% | 0.020% | |
7/3/2025 | McLean Asset Management Corp | 1,651 | $583K | 0.2% | +115.8% | 0.004% | |
7/3/2025 | Stairway Partners LLC | 63,144 | $22.16M | 1.3% | -3.0% | 0.140% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 285 | $100K | 0.0% | N/A | 0.001% | |
6/17/2025 | Howe & Rusling Inc. | 906 | $288K | 0.0% | +285.5% | 0.002% | |
6/12/2025 | Sheets Smith Investment Management | 1,044 | $332K | 0.3% | -93.8% | 0.002% | |
6/4/2025 | First Hawaiian Bank | 9,346 | $2.97M | 0.1% | -6.9% | 0.021% | |
6/2/2025 | Cim Investment Management Inc. | 1,423 | $465K | 0.1% | +88.5% | 0.003% | |
6/2/2025 | Modern Wealth Management LLC | 2,330 | $740K | 0.0% | +278.9% | 0.005% | |
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5/29/2025 | Rhumbline Advisers | 22,041 | $7.00M | 0.0% | -62.7% | 0.049% | |
5/23/2025 | Triune Financial Partners LLC | 18,175 | $5.77M | 1.8% | +0.2% | 0.040% | |
5/22/2025 | WBI Investments LLC | 15,459 | $4.91M | 1.3% | +3.1% | 0.034% | |
5/21/2025 | Geneos Wealth Management Inc. | 100,966 | $32.07M | 1.1% | -4.7% | 0.220% | |
5/20/2025 | Focus Partners Wealth | 364,681 | $115.84M | 0.3% | +0.0% | 0.795% | |
5/20/2025 | Nepc LLC | 14,117 | $4.48M | 0.1% | N/A | 0.031% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 8,757 | $2.78M | 1.7% | -0.8% | 0.019% | |
5/19/2025 | SCS Capital Management LLC | 1,902,762 | $604.39M | 7.7% | +9.0% | 4.150% | |
5/16/2025 | Ascent Group LLC | 2,808 | $892K | 0.0% | N/A | 0.006% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 721 | $229K | 0.0% | N/A | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 1,731 | $550K | 0.0% | -6.4% | 0.004% | |
5/16/2025 | Goldman Sachs Group Inc. | 918,200 | $291.66M | 0.0% | +46.1% | 2.040% | |
5/16/2025 | Jones Financial Companies Lllp | 93,025 | $29.55M | 0.0% | -17.5% | 0.203% | |
5/16/2025 | Sheridan Capital Management LLC | 19,789 | $6.29M | 4.6% | -0.8% | 0.043% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 4,614 | $1.47M | 0.1% | -2.3% | 0.010% | |
5/16/2025 | Nepc LLC | 14,117 | $4.48M | 0.1% | N/A | 0.031% | |
5/16/2025 | NewEdge Advisors LLC | 13,717 | $4.36M | 0.0% | +1.1% | 0.030% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,559 | $1.45M | 0.0% | -16.8% | 0.010% | |
5/16/2025 | Clark Capital Management Group Inc. | 4,311 | $1.37M | 0.0% | -89.3% | 0.009% | |
5/16/2025 | Curi RMB Capital LLC | 1,953 | $620K | 0.0% | -75.6% | 0.004% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 504 | $160K | 0.0% | N/A | 0.001% | |
5/16/2025 | AQR Capital Management LLC | 8,152 | $2.59M | 0.0% | +15.5% | 0.018% | |
5/16/2025 | AlTi Global Inc. | 41,215 | $13.09M | 0.3% | -10.4% | 0.090% | |
5/15/2025 | UNC Management Company Inc. | 577,129 | $183.32M | 19.7% | +0.3% | 1.259% | |
5/15/2025 | Family Office Research LLC | 9,261 | $2.94M | 1.4% | -11.1% | 0.020% | |
5/15/2025 | EP Wealth Advisors LLC | 14,128 | $4.49M | 0.0% | -6.1% | 0.031% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 12,636 | $4.01M | 0.1% | +33.9% | 0.028% | |
5/15/2025 | Royal Bank of Canada | 79,548 | $25.27M | 0.0% | -33.1% | 0.173% | |
5/15/2025 | Betterment LLC | 1,161 | $369K | 0.0% | -59.5% | 0.003% | |
5/15/2025 | Hanover Advisors Inc. | 41,981 | $13.34M | 5.8% | +0.1% | 0.092% | |
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5/14/2025 | Truvestments Capital LLC | 149 | $47K | 0.0% | +50.5% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 118,995 | $37.80M | 0.3% | +37.6% | 0.260% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 6,122 | $1.94M | 0.0% | +5.5% | 0.013% | |
5/14/2025 | Comerica Bank | 91,402 | $29.03M | 0.1% | -4.6% | 0.199% | |
5/14/2025 | Synovus Financial Corp | 6,951 | $2.21M | 0.0% | +2.9% | 0.015% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,145 | $678K | 0.1% | -2.2% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 49,957 | $15.87M | 0.0% | -2.0% | 0.109% | |
5/14/2025 | Sax Wealth Advisors LLC | 10,011 | $3.18M | 0.2% | +4.8% | 0.022% | |
5/14/2025 | Kestra Advisory Services LLC | 56,688 | $18.01M | 0.1% | +0.9% | 0.124% | |
5/14/2025 | Gould Capital LLC | 1,026 | $326K | 0.2% | -20.4% | 0.002% | |
5/14/2025 | Ameriprise Financial Inc. | 388,557 | $123.42M | 0.0% | -13.9% | 0.847% | |
5/14/2025 | Estate Counselors LLC | 835 | $265K | 0.0% | -86.3% | 0.002% | |
5/14/2025 | Partners Capital Investment Group LLP | 35,654 | $11.33M | 0.2% | +508.6% | 0.078% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 6,676 | $2.12M | 0.1% | +6.4% | 0.015% | |
5/14/2025 | GM Advisory Group LLC | 180,763 | $57.42M | 3.1% | -1.5% | 0.394% | |
5/14/2025 | Capital Analysts LLC | 3,872 | $1.23M | 0.0% | +13.0% | 0.008% | |
5/14/2025 | Vertex Planning Partners LLC | 5,790 | $1.84M | 0.4% | -1.2% | 0.013% | |
5/14/2025 | Heritage Financial Services LLC | 5,763 | $1.83M | 0.2% | -6.4% | 0.013% | |
5/14/2025 | Berkshire Asset Management LLC PA | 6,816 | $2.19M | 0.1% | +4.6% | 0.015% | |
5/14/2025 | Hsbc Holdings PLC | 2,730 | $867K | 0.0% | -7.6% | 0.006% | |
5/13/2025 | Sand Hill Global Advisors LLC | 9,881 | $3.14M | 0.1% | -0.5% | 0.022% | |
5/13/2025 | Northern Trust Corp | 1,132,352 | $359.68M | 0.1% | -1.9% | 2.470% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 130,295 | $41.39M | 1.0% | +1.8% | 0.284% | |
5/13/2025 | Blue Edge Capital LLC | 2,344 | $745K | 0.1% | -11.8% | 0.005% | |
5/13/2025 | Global View Capital Management LLC | 1,334 | $424K | 0.2% | -3.9% | 0.003% | |
5/13/2025 | 17 Capital Partners LLC | 1,337 | $425K | 0.3% | +4.9% | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 141,848 | $45.06M | 0.0% | +16.6% | 0.309% | |
5/13/2025 | Cresset Asset Management LLC | 118,703 | $37.71M | 0.2% | +12.8% | 0.259% | |
5/13/2025 | Twin Focus Capital Partners LLC | 11,520 | $3.66M | 0.6% | -7.1% | 0.025% | |
5/13/2025 | Forvis Mazars Wealth Advisors LLC | 51,475 | $16.35M | 0.4% | -3.9% | 0.112% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 9,377 | $2.98M | 1.3% | -19.9% | 0.020% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 67,943 | $21.58M | 1.6% | -3.9% | 0.148% | |
5/13/2025 | Finley Financial LLC | 70,724 | $22.29M | 12.4% | -0.2% | 0.154% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 1,343 | $427K | 0.0% | +4.2% | 0.003% | |
5/13/2025 | Evensky & Katz LLC | 365,204 | $116.00M | 7.8% | -3.6% | 0.797% | |
5/13/2025 | Francis Financial Inc. | 803 | $255K | 0.1% | -60.5% | 0.002% | |
5/13/2025 | Heck Capital Advisors LLC | 1,147 | $364K | 0.0% | +14.7% | 0.003% | |
5/13/2025 | MSH Capital Advisors LLC | 2,018 | $641K | 0.2% | +6.1% | 0.004% | |
5/13/2025 | Brooklyn FI LLC | 75,995 | $24.35M | 7.5% | +5.0% | 0.166% | |
5/13/2025 | Tlwm | 295,435 | $93.84M | 18.8% | +0.4% | 0.644% | |
5/13/2025 | Rossmore Private Capital | 5,557 | $1.77M | 0.2% | +1.6% | 0.012% | |
5/13/2025 | Stone House Investment Management LLC | 191 | $61K | 0.0% | -98.7% | 0.000% | |
5/13/2025 | HighTower Advisors LLC | 308,661 | $98.04M | 0.1% | -1.5% | 0.673% | |
5/13/2025 | Trajan Wealth LLC | 70,947 | $22.54M | 1.2% | +0.5% | 0.155% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,087 | $666K | 0.1% | -46.7% | 0.005% | |
5/12/2025 | SouthState Corp | 6,585 | $2.09M | 0.1% | +283.5% | 0.014% | |
5/12/2025 | Benjamin Edwards Inc. | 776 | $246K | 0.0% | -77.3% | 0.002% | |
5/12/2025 | JPMorgan Chase & Co. | 575,186 | $182.70M | 0.0% | -4.8% | 1.254% | |
5/12/2025 | Frank Rimerman Advisors LLC | 4,428 | $1.41M | 0.1% | +202.7% | 0.010% | |
5/12/2025 | Townsquare Capital LLC | 4,329 | $1.38M | 0.0% | -9.2% | 0.009% | |
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5/12/2025 | Zions Bancorporation National Association UT | 3,270 | $1.04M | 0.1% | N/A | 0.007% | |
5/12/2025 | FSA Wealth Partners Inc. | 4,432 | $1.41M | 0.5% | -64.2% | 0.010% | |
5/12/2025 | Citigroup Inc. | 36,708 | $11.66M | 0.0% | +5.4% | 0.080% | |
5/12/2025 | AlphaCore Capital LLC | 154,840 | $49.18M | 4.2% | +11.1% | 0.338% | |
5/12/2025 | WBH Advisory Inc. | 731 | $232K | 0.0% | +19.1% | 0.002% | |
5/9/2025 | Chicago Partners Investment Group LLC | 17,032 | $5.43M | 0.2% | +2.3% | 0.037% | |
5/9/2025 | Citizens Financial Group Inc. RI | 61,517 | $19.54M | 0.4% | +15.1% | 0.134% | |
5/9/2025 | WealthShield Partners LLC | 561 | $178K | 0.0% | +56.3% | 0.001% | |
5/9/2025 | PrairieView Partners LLC | 1,446 | $459K | 0.0% | -14.6% | 0.003% | |
5/9/2025 | Wealthspire Advisors LLC | 95,534 | $30.35M | 0.2% | +99.4% | 0.208% | |