5/22/2025 | Mattson Financial Services LLC | 387 | $41K | 0.0% | N/A | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 264 | $28K | 0.0% | -59.2% | 0.000% | |
5/21/2025 | McAdam LLC | 43,115 | $4.55M | 0.3% | -34.5% | 0.012% | |
5/21/2025 | Geneos Wealth Management Inc. | 54,955 | $5.79M | 0.2% | +24.9% | 0.015% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 9,121 | $962K | 0.2% | -4.8% | 0.002% | |
5/20/2025 | Fortis Capital Advisors LLC | 18,955 | $2.00M | 0.4% | +814.4% | 0.005% | |
5/20/2025 | Belpointe Asset Management LLC | 27,747 | $2.93M | 0.2% | +476.1% | 0.007% | |
5/20/2025 | Focus Partners Wealth | 796,946 | $84.03M | 0.2% | +9.8% | 0.215% | |
5/20/2025 | Flaharty Asset Management LLC | 6,877 | $725K | 0.1% | +3.2% | 0.002% | |
5/20/2025 | Strive Asset Management LLC | 29,102 | $3.07M | 2.1% | +35.8% | 0.008% | |
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5/20/2025 | Integrity Alliance LLC. | 3,634 | $383K | 0.0% | N/A | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 265,906 | $28.04M | 1.2% | -4.3% | 0.072% | |
5/19/2025 | Advisory Alpha LLC | 14,837 | $1.56M | 0.1% | +13.7% | 0.004% | |
5/19/2025 | Trinity Financial Advisors LLC | 11,966 | $1.27M | 0.5% | N/A | 0.003% | |
5/19/2025 | SCS Capital Management LLC | 186,183 | $19.63M | 0.2% | N/A | 0.050% | |
5/16/2025 | HFM Investment Advisors LLC | 348 | $37K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 403,075 | $42.50M | 1.8% | +739.5% | 0.109% | |
5/16/2025 | Bell Investment Advisors Inc | 2,658 | $280K | 0.1% | -25.8% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 6,048 | $638K | 0.0% | -60.3% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 68,164 | $7.19M | 0.3% | -14.0% | 0.018% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,199,402 | $126.47M | 0.0% | +7.4% | 0.323% | |
5/16/2025 | Kestra Investment Management LLC | 356,377 | $35.25M | 1.1% | -27.7% | 0.096% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,856 | $196K | 0.1% | +48.6% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 1,188,028 | $123.65M | 0.1% | -21.7% | 0.320% | |
5/16/2025 | Financial Strategies Group Inc. | 19,440 | $2.01M | 0.5% | +4.5% | 0.005% | |
5/16/2025 | Sepio Capital LP | 11,243 | $1.19M | 0.1% | -0.9% | 0.003% | |
5/16/2025 | NewEdge Advisors LLC | 225,742 | $23.80M | 0.1% | -9.5% | 0.061% | |
5/16/2025 | Integrated Wealth Concepts LLC | 313,984 | $33.11M | 0.4% | +10.4% | 0.085% | |
5/16/2025 | Hancock Whitney Corp | 37,730 | $3.98M | 0.1% | -42.6% | 0.010% | |
5/16/2025 | Clark Capital Management Group Inc. | 4,520 | $477K | 0.0% | -75.5% | 0.001% | |
5/16/2025 | Clifford Group LLC | 42,588 | $4.49M | 4.2% | +57.3% | 0.011% | |
5/16/2025 | Cook Wealth LLC | 86,198 | $9.00M | 4.4% | -9.3% | 0.023% | |
5/16/2025 | Copperleaf Capital LLC | 5,297 | $558K | 0.3% | -8.9% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 4,590 | $484K | 0.0% | N/A | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 439,190 | $46.31M | 0.0% | -5.2% | 0.118% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 30,521 | $3.22M | 0.3% | -23.9% | 0.008% | |
5/16/2025 | AQR Capital Management LLC | 13,285 | $1.40M | 0.0% | +21.2% | 0.004% | |
5/16/2025 | AlTi Global Inc. | 139,441 | $14.70M | 0.4% | +10.4% | 0.038% | |
5/16/2025 | Algorithmic Investment Models LLC | 22,642 | $2.39M | 1.8% | N/A | 0.006% | |
5/16/2025 | Ancora Advisors LLC | 590 | $62K | 0.0% | +63.9% | 0.000% | |
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5/16/2025 | Aprio Wealth Management LLC | 3,698 | $390K | 0.0% | N/A | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 949,055 | $100.07M | 0.8% | -9.7% | 0.256% | |
5/15/2025 | LGL Partners LLC | 2,686 | $283K | 0.1% | -90.6% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 75,831 | $8.00M | 0.1% | +35.0% | 0.020% | |
5/15/2025 | One Wealth Capital Management LLC | 75,589 | $7.97M | 4.3% | -2.8% | 0.020% | |
5/15/2025 | Flputnam Investment Management Co. | 92,391 | $9.74M | 0.2% | -18.6% | 0.025% | |
5/15/2025 | Royal Bank of Canada | 2,294,904 | $241.97M | 0.1% | +26.3% | 0.618% | |
5/15/2025 | Betterment LLC | 18,408,702 | $1.94B | 4.6% | +0.8% | 4.961% | |
5/15/2025 | MAI Capital Management | 41,456 | $4.37M | 0.0% | -6.5% | 0.011% | |
5/15/2025 | Calton & Associates Inc. | 5,745 | $606K | 0.1% | N/A | 0.002% | |
5/15/2025 | Brasada Capital Management LP | 7,120 | $729K | 0.1% | +17.6% | 0.002% | |
5/15/2025 | Wit LLC | 300,008 | $31.63M | 0.8% | +102,995.5% | 0.081% | |
5/15/2025 | Connecticut Wealth Management LLC | 58,288 | $6.15M | 0.3% | +8.4% | 0.016% | |
5/15/2025 | Insight Wealth Partners LLC | 26,154 | $2.76M | 0.5% | -0.8% | 0.007% | |
5/15/2025 | Baird Financial Group Inc. | 324,026 | $34.17M | 0.1% | -16.1% | 0.087% | |
5/15/2025 | OLD Mission Capital LLC | 143,066 | $15.09M | 0.2% | N/A | 0.039% | |
5/15/2025 | The Manufacturers Life Insurance Company | 236,047 | $24.89M | 0.0% | +2.2% | 0.064% | |
5/15/2025 | GKV Capital Management Co. Inc. | 3,032 | $320K | 0.1% | N/A | 0.001% | |
5/15/2025 | WPG Advisers LLC | 5,632 | $594K | 0.6% | N/A | 0.002% | |
5/15/2025 | TD Capital Management LLC | 45,455 | $4.79M | 0.5% | +5.3% | 0.012% | |
5/15/2025 | Tortoise Investment Management LLC | 13,835 | $1.46M | 0.2% | -10.9% | 0.004% | |
5/15/2025 | Gerber Kawasaki Wealth & Investment Management | 64,559 | $6.81M | 0.3% | -0.3% | 0.017% | |
5/15/2025 | Okabena Investment Services Inc. | 80,102 | $8.45M | 2.1% | -25.8% | 0.022% | |
5/15/2025 | Clarity Asset Management Inc. | 64,301 | $6.78M | 4.4% | -34.7% | 0.017% | |
5/15/2025 | D L Carlson Investment Group Inc. | 37,225 | $3.93M | 0.8% | +2.8% | 0.010% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 8,258 | $871K | 0.4% | -2.1% | 0.002% | |
5/14/2025 | Triad Wealth Partners LLC | 9,210 | $971K | 0.3% | -54.8% | 0.002% | |
5/14/2025 | Note Advisors LLC | 11,938 | $1.26M | 1.0% | -5.4% | 0.003% | |
5/14/2025 | Ieq Capital LLC | 19,864 | $2.10M | 0.0% | +567.0% | 0.005% | |
5/14/2025 | CreativeOne Wealth LLC | 42,394 | $4.47M | 0.1% | +5.4% | 0.011% | |
5/14/2025 | Redwood Investment Management LLC | 18,344 | $1.93M | 0.2% | -3.1% | 0.005% | |
5/14/2025 | Per Stirling Capital Management LLC. | 20,989 | $2.21M | 0.3% | -33.9% | 0.006% | |
5/14/2025 | Nicolet Bankshares Inc. | 5,860 | $618K | 0.1% | -72.6% | 0.002% | |
5/14/2025 | PKS Advisory Services LLC | 2,869 | $302K | 0.1% | +4.3% | 0.001% | |
5/14/2025 | Full Sail Capital LLC | 313,470 | $33.05M | 2.1% | -2.9% | 0.084% | |
5/14/2025 | Apexium Financial LP | 10,926 | $1.15M | 0.1% | -3.2% | 0.003% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 75,241 | $7.92M | 0.0% | +2.3% | 0.020% | |
5/14/2025 | Comerica Bank | 388,695 | $40.98M | 0.2% | -10.5% | 0.105% | |
5/14/2025 | Freedom Investment Management Inc. | 7,647 | $806K | 0.1% | -5.6% | 0.002% | |
5/14/2025 | Synovus Financial Corp | 41,059 | $4.33M | 0.1% | -8.8% | 0.011% | |
5/14/2025 | Ally Invest Advisors Inc. | 199,796 | $21.07M | 1.8% | +2.6% | 0.054% | |
5/14/2025 | Cedar Point Capital Partners LLC | 24,555 | $2.59M | 1.7% | +3.0% | 0.007% | |
5/14/2025 | Smartleaf Asset Management LLC | 6,187 | $651K | 0.1% | +11.7% | 0.002% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 7,588,089 | $800.09M | 0.7% | +7.8% | 2.045% | |
5/14/2025 | Haverford Trust Co | 5,515 | $582K | 0.0% | +69.4% | 0.001% | |
5/14/2025 | Sax Wealth Advisors LLC | 15,215 | $1.60M | 0.1% | -17.5% | 0.004% | |
5/14/2025 | Strategies Wealth Advisors LLC | 19,875 | $2.10M | 0.3% | -1.0% | 0.005% | |
5/14/2025 | Allstate Corp | 3,017,964 | $318.21M | 9.3% | +91.2% | 0.813% | |
5/14/2025 | Kestra Advisory Services LLC | 203,798 | $21.49M | 0.1% | -10.5% | 0.055% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 5,627 | $593K | 0.1% | -9.7% | 0.002% | |
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5/14/2025 | Compound Planning Inc. | 26,388 | $2.78M | 0.1% | -53.0% | 0.007% | |
5/14/2025 | Ameriprise Financial Inc. | 1,539,565 | $162.33M | 0.0% | +5.2% | 0.415% | |
5/14/2025 | Bragg Financial Advisors Inc | 77,812 | $8.20M | 0.3% | +4.6% | 0.021% | |
5/14/2025 | CW Advisors LLC | 44,507 | $4.69M | 0.1% | +55.9% | 0.012% | |
5/14/2025 | Summit Financial LLC | 75,411 | $7.95M | 0.2% | -40.1% | 0.020% | |
5/14/2025 | Flow Traders U.S. LLC | 24,954 | $2.63M | 0.1% | N/A | 0.007% | |
5/14/2025 | Partners Capital Investment Group LLP | 91,634 | $9.66M | 0.2% | N/A | 0.025% | |
5/14/2025 | PGIM Custom Harvest LLC | 5,653 | $596K | 0.0% | +27.2% | 0.002% | |
5/14/2025 | TFB Advisors LLC | 11,679 | $1.23M | 0.4% | +2.3% | 0.003% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 16,117 | $1.70M | 0.1% | -0.9% | 0.004% | |