7/11/2025 | Great Waters Wealth Management | 35,978 | $1.50M | 0.2% | -6.0% | 0.021% | |
7/11/2025 | My Legacy Advisors LLC | 74,486 | $3.09M | 1.1% | +8.6% | 0.044% | |
7/11/2025 | Brendel Financial Advisors LLC | 63,912 | $2.66M | 1.5% | N/A | 0.038% | |
7/11/2025 | International Private Wealth Advisors LLC | 10,283 | $428K | 0.4% | +9.1% | 0.006% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 227,520 | $9.46M | 1.8% | -13.7% | 0.136% | |
7/10/2025 | Pacific Asset Management LLC | 1,971,353 | $81.08M | 65.2% | +25.2% | 1.176% | |
7/10/2025 | Exchange Traded Concepts LLC | 32,593 | $1.36M | 0.0% | +63.3% | 0.019% | |
7/10/2025 | Fortress Wealth Management Inc. | 64,237 | $2.67M | 1.3% | +4.1% | 0.038% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 167,898 | $6.96M | 0.0% | -6.6% | 0.100% | |
7/10/2025 | High Net Worth Advisory Group LLC | 9,850 | $410K | 0.1% | +5.3% | 0.006% | |
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7/10/2025 | Secure Asset Management LLC | 258,287 | $10.74M | 2.0% | -18.1% | 0.154% | |
7/10/2025 | KMG Fiduciary Partners LLC | 198,874 | $8.27M | 0.6% | +3.8% | 0.119% | |
7/10/2025 | Signal Advisors Wealth LLC | 55,409 | $2.30M | 0.2% | +176.9% | 0.033% | |
7/9/2025 | Pallas Capital Advisors LLC | 10,248 | $426K | 0.0% | -24.6% | 0.006% | |
7/9/2025 | Westbourne Investments Inc. | 6,568 | $273K | 0.1% | N/A | 0.004% | |
7/9/2025 | Balefire LLC | 7,465 | $310K | 0.1% | N/A | 0.004% | |
7/9/2025 | Fragasso Financial Advisors Inc | 206,564 | $8.59M | 0.6% | -9.4% | 0.123% | |
7/8/2025 | MRA Advisory Group | 198,826 | $8.27M | 3.9% | -10.3% | 0.119% | |
7/8/2025 | 21 West Wealth Management LLC | 14,792 | $615K | 0.6% | N/A | 0.009% | |
7/8/2025 | Goldstone Financial Group LLC | 246,711 | $10.23M | 1.4% | -0.6% | 0.148% | |
7/8/2025 | NBC Securities Inc. | 53,891 | $2.24M | 0.2% | -7.8% | 0.032% | |
7/8/2025 | Moulton Wealth Management Inc. | 219,012 | $9.08M | 6.9% | +196.5% | 0.131% | |
7/7/2025 | O Connor Financial Group LLC | 162,129 | $6.72M | 3.0% | +5.7% | 0.097% | |
7/3/2025 | City Center Advisors LLC | 25,893 | $1.08M | 1.2% | +8.6% | 0.016% | |
7/2/2025 | S. R. Schill & Associates | 83,290 | $3.46M | 2.6% | +2.4% | 0.052% | |
7/2/2025 | Howard Financial Services LTD. | 11,480 | $477K | 0.1% | N/A | 0.007% | |
6/13/2025 | Optima Capital LLC | 12,552 | $516K | 0.3% | +113.3% | 0.008% | |
6/2/2025 | Modern Wealth Management LLC | 7,553 | $311K | 0.0% | -6.8% | 0.005% | |
5/28/2025 | Wealth Management Associates Inc. | 73,306 | $3.02M | 1.3% | +16.7% | 0.046% | |
5/21/2025 | McAdam LLC | 21,327 | $877K | 0.1% | -2.7% | 0.013% | |
5/21/2025 | Geneos Wealth Management Inc. | 22,424 | $922K | 0.0% | +29.0% | 0.014% | |
5/20/2025 | Focus Partners Wealth | 9,873 | $406K | 0.0% | -20.0% | 0.006% | |
5/20/2025 | Integrity Alliance LLC. | 39,419 | $1.62M | 0.1% | N/A | 0.025% | |
5/19/2025 | Jane Street Group LLC | 145,599 | $5.99M | 0.0% | -64.4% | 0.091% | |
5/19/2025 | SageView Advisory Group LLC | 10,362 | $426K | 0.0% | -3.4% | 0.006% | |
5/19/2025 | Advisory Alpha LLC | 1,580,815 | $65.02M | 2.2% | +19,159.4% | 0.989% | |
5/19/2025 | Palogic Value Management L.P. | 132,101 | $5.43M | 2.3% | +4.7% | 0.083% | |
5/16/2025 | Semmax Financial Advisors Inc. | 205,588 | $8.40M | 2.2% | +1.3% | 0.129% | |
5/16/2025 | Ascent Group LLC | 7,516 | $309K | 0.0% | +47.6% | 0.005% | |
5/16/2025 | Coppell Advisory Solutions LLC | 379,653 | $15.51M | 1.2% | +748.9% | 0.238% | |
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5/16/2025 | Arete Wealth Advisors LLC | 9,920 | $408K | 0.0% | +11.4% | 0.006% | |
5/16/2025 | Goldman Sachs Group Inc. | 6,220,027 | $255.83M | 0.0% | -9.4% | 3.847% | |
5/16/2025 | Jones Financial Companies Lllp | 68,473 | $2.82M | 0.0% | +2,091.8% | 0.043% | |
5/16/2025 | NewEdge Advisors LLC | 88,824 | $3.65M | 0.0% | +17.2% | 0.056% | |
5/16/2025 | Integrated Wealth Concepts LLC | 214,873 | $8.84M | 0.1% | +6.8% | 0.134% | |
5/16/2025 | Bain Capital Credit LP | 301,197 | $12.39M | 3.0% | -3.0% | 0.188% | |
5/16/2025 | Banque Transatlantique SA | 5,312 | $202K | 0.0% | N/A | 0.003% | |
5/16/2025 | Advisors Asset Management Inc. | 7,461 | $307K | 0.0% | +117.5% | 0.005% | |
5/16/2025 | AlTi Global Inc. | 41,436 | $1.70M | 0.0% | +60.2% | 0.026% | |
5/15/2025 | Ashton Thomas Securities LLC | 7,195 | $296K | 0.1% | +49.6% | 0.005% | |
5/15/2025 | First Manhattan CO. LLC. | 208,650 | $8.58M | 0.0% | -1.6% | 0.131% | |
5/15/2025 | Royal Bank of Canada | 1,979,171 | $81.40M | 0.0% | +0.5% | 1.239% | |
5/15/2025 | Betterment LLC | 17,290 | $711K | 0.0% | +38.7% | 0.011% | |
5/15/2025 | Calton & Associates Inc. | 97,958 | $4.03M | 0.9% | +5.3% | 0.061% | |
5/15/2025 | Baird Financial Group Inc. | 65,708 | $2.70M | 0.0% | -9.7% | 0.041% | |
5/15/2025 | Palogic Value Management L.P. | 132,101 | $5.43M | 2.3% | +4.7% | 0.083% | |
5/15/2025 | BNP Paribas Financial Markets | 1,309,602 | $53.86M | 0.0% | +76.6% | 0.820% | |
5/14/2025 | Transamerica Financial Advisors LLC | 20,819 | $857K | 0.1% | -3.7% | 0.013% | |
5/14/2025 | Guggenheim Capital LLC | 615,497 | $25.32M | 0.2% | -17.7% | 0.385% | |
5/14/2025 | Ieq Capital LLC | 69,696 | $2.87M | 0.0% | -13.3% | 0.044% | |
5/14/2025 | CreativeOne Wealth LLC | 136,343 | $5.61M | 0.2% | +10.2% | 0.085% | |
5/14/2025 | Samalin Investment Counsel LLC | 16,712 | $687K | 0.3% | N/A | 0.010% | |
5/14/2025 | CNO Financial Group Inc. | 357,000 | $14.68M | 12.3% | N/A | 0.223% | |
5/14/2025 | Corebridge Financial Inc. | 9,585,037 | $394.23M | 2.3% | N/A | 5.998% | |
5/14/2025 | Arizona PSPRS Trust | 7,842,233 | $322.55M | 10.9% | +1.3% | 4.908% | |
5/14/2025 | Comerica Bank | 28,754 | $1.18M | 0.0% | -21.0% | 0.018% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 60,451 | $2.49M | 0.7% | +1.4% | 0.038% | |
5/14/2025 | Synovus Financial Corp | 5,231 | $215K | 0.0% | N/A | 0.003% | |
5/14/2025 | GE Investment Management CORP. | 669,912 | $27.55M | 13.8% | +17.1% | 0.419% | |
5/14/2025 | Smartleaf Asset Management LLC | 1,011 | $42K | 0.0% | +177.7% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 5,076 | $209K | 0.0% | -24.7% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 38,496 | $1.58M | 0.0% | -35.5% | 0.024% | |
5/14/2025 | 1832 Asset Management L.P. | 1,031,988 | $42.45M | 0.0% | +0.9% | 0.646% | |
5/14/2025 | Hobbs Group Advisors LLC | 5,367 | $221K | 0.1% | +10.0% | 0.003% | |
5/14/2025 | Ameriprise Financial Inc. | 906,115 | $37.27M | 0.0% | +5.3% | 0.567% | |
5/14/2025 | CW Advisors LLC | 75,701 | $3.11M | 0.0% | -23.0% | 0.047% | |
5/14/2025 | Flow Traders U.S. LLC | 10,901 | $448K | 0.0% | -84.8% | 0.007% | |
5/14/2025 | Partners Capital Investment Group LLP | 1,618,507 | $66.57M | 1.1% | +39.7% | 1.013% | |
5/14/2025 | ZEGA Investments LLC | 605,136 | $24.89M | 3.8% | +3.7% | 0.379% | |
5/14/2025 | Petix & Botte Co | 143,359 | $5.90M | 1.6% | -11.6% | 0.090% | |
5/14/2025 | Wellington Management Group LLP | 2,720,150 | $111.88M | 0.0% | +78.3% | 1.702% | |
5/13/2025 | Elequin Capital LP | 28,963 | $1.19M | 0.1% | N/A | 0.018% | |
5/13/2025 | Keystone Global Partners LLC | 16,003 | $658K | 0.5% | N/A | 0.010% | |
5/13/2025 | CacheTech Inc. | 29,838 | $1.23M | 0.2% | +37.3% | 0.019% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 102,030 | $4.20M | 0.0% | +10.4% | 0.064% | |
5/13/2025 | Adams Wealth Management | 29,838 | $1.23M | 0.2% | +37.3% | 0.019% | |
5/13/2025 | Raymond James Financial Inc. | 1,141,103 | $46.93M | 0.0% | +12.4% | 0.714% | |
5/13/2025 | State of New Jersey Common Pension Fund D | 1,900,000 | $78.15M | 0.4% | +22.6% | 1.189% | |
5/13/2025 | American Century Companies Inc. | 978,814 | $40.26M | 0.0% | -5.7% | 0.613% | |
5/13/2025 | Harbor Advisory Corp MA | 140,057 | $5.76M | 1.9% | -1.8% | 0.088% | |
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5/13/2025 | Lord Abbett & CO. LLC | 637,056 | $26.20M | 0.1% | -81.2% | 0.399% | |
5/13/2025 | Prudential PLC | 79,520 | $3.27M | 0.0% | +15.7% | 0.050% | |
5/13/2025 | HighTower Advisors LLC | 770,012 | $31.67M | 0.0% | +17.1% | 0.484% | |
5/12/2025 | Nuveen LLC | 120,000 | $4.94M | 0.0% | N/A | 0.075% | |
5/12/2025 | Astor Investment Management LLC | 34,127 | $1.40M | 0.7% | -5.5% | 0.021% | |
5/12/2025 | Invesco Ltd. | 17,950 | $738K | 0.0% | -3.6% | 0.011% | |
5/12/2025 | Florin Court Capital LLP | 14,300 | $588K | 0.6% | -12.3% | 0.009% | |
5/12/2025 | Cynosure Group LLC | 174,808 | $7.19M | 1.0% | +42.6% | 0.110% | |
5/12/2025 | Townsquare Capital LLC | 13,646 | $561K | 0.0% | N/A | 0.009% | |
5/12/2025 | Donoghue Forlines LLC | 585,077 | $24.06M | 7.6% | +2.3% | 0.368% | |