5/20/2025 | Fortis Capital Advisors LLC | 6,081 | $1.35M | 0.3% | N/A | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 9,469 | $2.10M | 0.1% | +69.8% | 0.001% | |
5/20/2025 | Focus Partners Wealth | 161,379 | $35.79M | 0.1% | +31.6% | 0.016% | |
5/20/2025 | Flaharty Asset Management LLC | 170 | $38K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 3,490 | $774K | 0.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 69,460 | $15.40M | 0.3% | +1.9% | 0.007% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 940 | $208K | 0.2% | -5.0% | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 29,173 | $6.47M | 0.3% | -13.3% | 0.003% | |
5/19/2025 | Advisory Alpha LLC | 2,286 | $507K | 0.0% | -4.5% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 110,662 | $24.54M | 0.3% | N/A | 0.011% | |
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5/19/2025 | Smith Asset Management Co. LLC | 2,001 | $444K | 0.4% | N/A | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 20,602 | $4.57M | 3.4% | -2.7% | 0.002% | |
5/16/2025 | American Trust | 125,543 | $27.84M | 6.9% | -47.2% | 0.013% | |
5/16/2025 | McIlrath & Eck LLC | 58,895 | $13.06M | 1.6% | +7.2% | 0.006% | |
5/16/2025 | Semmax Financial Advisors Inc. | 8,865 | $1.98M | 0.5% | -1.8% | 0.001% | |
5/16/2025 | Logan Capital Management Inc. | 32,587 | $7.23M | 0.3% | -0.5% | 0.003% | |
5/16/2025 | Northeast Financial Consultants Inc | 2,809 | $623K | 0.0% | -30.1% | 0.000% | |
5/16/2025 | Ascent Group LLC | 30,091 | $6.67M | 0.3% | +13.3% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 2,017 | $437K | 0.0% | -9.2% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 1,857 | $412K | 0.0% | -26.4% | 0.000% | |
5/16/2025 | Bell Investment Advisors Inc | 5,832 | $1.29M | 0.2% | -5.8% | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 26,573 | $5.89M | 0.2% | +1.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 11,829 | $2.62M | 0.5% | N/A | 0.001% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 44,294 | $9.82M | 0.4% | +3.1% | 0.004% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,824,636 | $404.61M | 0.1% | -2.7% | 0.184% | |
5/16/2025 | Kestra Investment Management LLC | 1,213 | $269K | 0.0% | +24.4% | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 1,928 | $427K | 0.2% | +7.2% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 6,352,032 | $1.41B | 1.3% | -13.4% | 0.640% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 12,069 | $2.68M | 2.1% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 1,578 | $364K | 0.0% | +391.6% | 0.000% | |
5/16/2025 | Sepio Capital LP | 14,364 | $3.19M | 0.3% | -1.4% | 0.001% | |
5/16/2025 | Redwood Financial Network Corp | 1,246 | $276K | 0.2% | N/A | 0.000% | |
5/16/2025 | Ruggaard & Associates LLC | 28,598 | $6.34M | 2.8% | +1.4% | 0.003% | |
5/16/2025 | Plancorp LLC | 35,839 | $7.95M | 0.3% | +1,270.5% | 0.004% | |
5/16/2025 | NewEdge Advisors LLC | 176,396 | $39.12M | 0.2% | -0.1% | 0.018% | |
5/16/2025 | Integrated Wealth Concepts LLC | 100,544 | $22.30M | 0.3% | -4.9% | 0.010% | |
5/16/2025 | Greenline Partners LLC | 9,430 | $2.09M | 0.3% | +14,407.7% | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 87,587 | $19.42M | 0.0% | -36.7% | 0.009% | |
5/16/2025 | AQR Capital Management LLC | 24,682 | $5.47M | 0.0% | +12.8% | 0.002% | |
5/16/2025 | AlTi Global Inc. | 6,926 | $1.54M | 0.0% | -10.5% | 0.001% | |
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5/16/2025 | Ancora Advisors LLC | 31,181 | $6.91M | 0.2% | -0.8% | 0.003% | |
5/16/2025 | Aprio Wealth Management LLC | 1,703 | $378K | 0.0% | -5.6% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 683 | $151K | 0.1% | N/A | 0.000% | |
5/15/2025 | Paragon Private Wealth Management LLC | 1,823 | $404K | 0.2% | N/A | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 7,604 | $1.69M | 0.0% | -13.6% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 117,396 | $26.03M | 0.2% | +24.2% | 0.012% | |
5/15/2025 | First Manhattan CO. LLC. | 68,210 | $15.13M | 0.0% | +13.8% | 0.007% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 75,486 | $16.74M | 0.3% | +14.0% | 0.008% | |
5/15/2025 | First Financial Bankshares Inc | 1,747 | $387K | 0.0% | +82.2% | 0.000% | |
5/15/2025 | Flputnam Investment Management Co. | 13,646 | $3.03M | 0.1% | -21.0% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 4,972,523 | $1.10B | 0.2% | +68.3% | 0.501% | |
5/15/2025 | Betterment LLC | 160,175 | $35.52M | 0.1% | +10.2% | 0.016% | |
5/15/2025 | Retirement Planning Co of New England Inc. | 7,375 | $1.64M | 0.6% | -1.5% | 0.001% | |
5/15/2025 | MAI Capital Management | 208,415 | $46.22M | 0.3% | -2.0% | 0.021% | |
5/15/2025 | Calton & Associates Inc. | 2,436 | $540K | 0.1% | N/A | 0.000% | |
5/15/2025 | Wit LLC | 2,248,394 | $498.58M | 12.2% | +254,243.2% | 0.227% | |
5/15/2025 | Connecticut Wealth Management LLC | 146,304 | $32.44M | 1.7% | N/A | 0.015% | |
5/15/2025 | Titleist Asset Management LLC | 29,441 | $6.53M | 0.8% | +7.4% | 0.003% | |
5/15/2025 | Baird Financial Group Inc. | 697,258 | $154.62M | 0.3% | -5.1% | 0.070% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 3,616 | $802K | 0.1% | +4.9% | 0.000% | |
5/15/2025 | Vident Advisory LLC | 5,209 | $1.16M | 0.0% | -50.7% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 37,217 | $8.25M | 0.3% | -1.3% | 0.004% | |
5/15/2025 | The Manufacturers Life Insurance Company | 115,452 | $25.60M | 0.0% | -0.6% | 0.012% | |
5/15/2025 | JDM Financial Group LLC | 44,174 | $9.80M | 5.0% | +3.3% | 0.004% | |
5/15/2025 | Vermillion & White Wealth Management Group LLC | 289 | $64K | 0.0% | -35.3% | 0.000% | |
5/15/2025 | WPG Advisers LLC | 8,785 | $1.95M | 1.8% | N/A | 0.001% | |
5/15/2025 | TD Capital Management LLC | 41,256 | $9.15M | 0.9% | +0.8% | 0.004% | |
5/15/2025 | Tortoise Investment Management LLC | 11,922 | $2.64M | 0.3% | +1.1% | 0.001% | |
5/15/2025 | Trexquant Investment LP | 1,360 | $302K | 0.0% | -27.7% | 0.000% | |
5/15/2025 | Graney & King LLC | 2,941 | $652K | 0.5% | -11.1% | 0.000% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 1,724 | $382K | 0.1% | -49.8% | 0.000% | |
5/15/2025 | Monterey Private Wealth Inc. | 69,560 | $15.43M | 4.5% | +4.5% | 0.007% | |
5/15/2025 | Northstar Financial Companies Inc. | 11,357 | $2.52M | 2.7% | -14.6% | 0.001% | |
5/15/2025 | Oarsman Capital Inc. | 1,469 | $326K | 0.1% | +28.5% | 0.000% | |
5/15/2025 | Earnest Partners LLC | 1,990 | $441K | 0.0% | -43.9% | 0.000% | |
5/14/2025 | Truvestments Capital LLC | 3,136 | $695K | 0.2% | +938.4% | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 295 | $65K | 0.0% | N/A | 0.000% | |
5/14/2025 | Valley Financial Group Inc. | 1,408 | $312K | 0.2% | +10.5% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 22,339 | $4.95M | 0.0% | +53.3% | 0.002% | |
5/14/2025 | CreativeOne Wealth LLC | 98,162 | $21.77M | 0.7% | -4.4% | 0.010% | |
5/14/2025 | Warwick Investment Management Inc. | 33,363 | $7.40M | 1.5% | -0.3% | 0.003% | |
5/14/2025 | Quadcap Wealth Management LLC | 3,333 | $739K | 0.1% | -5.0% | 0.000% | |
5/14/2025 | Nicolet Bankshares Inc. | 3,708 | $822K | 0.2% | +43.4% | 0.000% | |
5/14/2025 | WealthTrust Axiom LLC | 1,475 | $327K | 0.1% | -7.2% | 0.000% | |
5/14/2025 | Bank of Hawaii | 109,501 | $24.28M | 1.4% | -0.7% | 0.011% | |
5/14/2025 | Luminist Capital LLC | 4,125 | $918K | 1.0% | +8.4% | 0.000% | |
5/14/2025 | Hill Investment Group Partners LLC | 1,007 | $223K | 0.0% | -60.2% | 0.000% | |
5/14/2025 | CSM Advisors LLC | 40,186 | $8.91M | 0.5% | -13.6% | 0.004% | |
5/14/2025 | Full Sail Capital LLC | 71,786 | $15.92M | 1.0% | +9.8% | 0.007% | |
5/14/2025 | Bakala Capital LLC | 1,803 | $400K | 2.3% | +10.3% | 0.000% | |
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5/14/2025 | Apexium Financial LP | 3,403 | $755K | 0.0% | +7.9% | 0.000% | |
5/14/2025 | Comerica Bank | 302,956 | $67.18M | 0.3% | +1.9% | 0.031% | |
5/14/2025 | Freedom Investment Management Inc. | 4,810 | $1.07M | 0.1% | +26.4% | 0.000% | |
5/14/2025 | Synovus Financial Corp | 14,325 | $3.18M | 0.0% | +1.6% | 0.001% | |
5/14/2025 | Cadence Bank | 76,876 | $17.05M | 1.2% | +2.7% | 0.008% | |
5/14/2025 | Cedar Point Capital Partners LLC | 1,614 | $358K | 0.2% | +9.9% | 0.000% | |
5/14/2025 | Smartleaf Asset Management LLC | 837 | $186K | 0.0% | +24.0% | 0.000% | |
5/14/2025 | Caitlin John LLC | 4,448 | $986K | 1.0% | -26.9% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,010,915 | $445.92M | 0.4% | +7.8% | 0.203% | |
5/14/2025 | Lionshead Wealth Management LLC | 2,243 | $498K | 0.5% | -37.7% | 0.000% | |