5/27/2025 | Jacobi Capital Management LLC | 4,292 | $799K | 0.1% | -4.6% | 0.001% | |
5/23/2025 | SWAN Capital LLC | 27,418 | $5.11M | 2.4% | +30.5% | 0.005% | |
5/23/2025 | Triune Financial Partners LLC | 9,211 | $1.72M | 0.5% | -3.1% | 0.002% | |
5/21/2025 | McAdam LLC | 126,938 | $23.65M | 1.5% | -0.8% | 0.024% | |
5/21/2025 | Geneos Wealth Management Inc. | 21,786 | $4.06M | 0.1% | +43.3% | 0.004% | |
5/20/2025 | Tenret Co LLC | 25,809 | $4.81M | 2.9% | -6.5% | 0.005% | |
5/20/2025 | Fortis Capital Advisors LLC | 6,958 | $1.30M | 0.3% | +309.5% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 12,569 | $2.34M | 0.1% | +62.6% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 667,709 | $124.39M | 0.3% | +41.5% | 0.125% | |
5/20/2025 | Integrity Alliance LLC. | 27,512 | $5.13M | 0.2% | +928.5% | 0.005% | |
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5/19/2025 | SageView Advisory Group LLC | 6,006 | $1.12M | 0.0% | +6.7% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 28,792 | $5.36M | 0.2% | -12.4% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 1,331 | $248K | 0.0% | N/A | 0.000% | |
5/16/2025 | Empowered Funds LLC | 5,143 | $958K | 0.0% | -2.6% | 0.001% | |
5/16/2025 | Ascent Group LLC | 18,578 | $3.46M | 0.1% | +45.3% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 1,825 | $330K | 0.0% | +12.9% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 5,276 | $983K | 0.1% | -12.8% | 0.001% | |
5/16/2025 | Bell Investment Advisors Inc | 2,327 | $434K | 0.1% | +3.8% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 18,154 | $3.38M | 0.1% | +1.6% | 0.003% | |
5/16/2025 | Everstar Asset Management LLC | 1,815 | $338K | 0.1% | N/A | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 37,434 | $6.97M | 0.3% | +2.6% | 0.007% | |
5/16/2025 | Goldman Sachs Group Inc. | 327,501 | $61.01M | 0.0% | +1.5% | 0.061% | |
5/16/2025 | Kestra Investment Management LLC | 1,288 | $240K | 0.0% | -98.9% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 1,144,263 | $211.94M | 0.2% | -52.3% | 0.214% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 5,366 | $1M | 0.8% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 13,759 | $2.58M | 0.3% | +54.5% | 0.003% | |
5/16/2025 | Sepio Capital LP | 136,478 | $25.42M | 2.0% | +6.8% | 0.026% | |
5/16/2025 | Rise Advisors LLC | 263 | $49K | 0.0% | -33.9% | 0.000% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 1,152 | $215K | 0.0% | -5.0% | 0.000% | |
5/16/2025 | Plancorp LLC | 12,726 | $2.37M | 0.1% | +0.7% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 141,903 | $26.44M | 0.2% | +0.8% | 0.027% | |
5/16/2025 | Integrated Wealth Concepts LLC | 21,725 | $4.05M | 0.0% | -1.7% | 0.004% | |
5/16/2025 | Jentner Corp | 6,137 | $1.14M | 0.3% | -1.1% | 0.001% | |
5/16/2025 | KDT Advisors LLC | 4,010 | $747K | 1.1% | +181.4% | 0.001% | |
5/16/2025 | Greenline Partners LLC | 4,804 | $895K | 0.1% | +77.3% | 0.001% | |
5/16/2025 | Clark Capital Management Group Inc. | 1,690 | $315K | 0.0% | +6.6% | 0.000% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 10,090 | $1.88M | 0.2% | +0.8% | 0.002% | |
5/16/2025 | AQR Capital Management LLC | 15,403 | $2.87M | 0.0% | +65.8% | 0.003% | |
5/16/2025 | Ancora Advisors LLC | 61,743 | $11.50M | 0.3% | -1.3% | 0.012% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 13,233 | $2.47M | 0.0% | -1.3% | 0.002% | |
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5/15/2025 | EP Wealth Advisors LLC | 44,829 | $8.35M | 0.1% | -3.1% | 0.008% | |
5/15/2025 | First Manhattan CO. LLC. | 30,471 | $5.68M | 0.0% | -7.1% | 0.006% | |
5/15/2025 | Obsido Oy | 19,838 | $3.70M | 3.2% | N/A | 0.004% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 140,545 | $26.18M | 0.4% | +5.3% | 0.026% | |
5/15/2025 | Flputnam Investment Management Co. | 7,694 | $1.43M | 0.0% | -51.7% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 485,487 | $90.44M | 0.0% | +2.5% | 0.091% | |
5/15/2025 | Betterment LLC | 3,353,053 | $624.64M | 1.5% | -5.5% | 0.627% | |
5/15/2025 | Weitzel Financial Services Inc. | 5,679 | $1.01M | 0.5% | +12.9% | 0.001% | |
5/15/2025 | MAI Capital Management | 54,010 | $10.06M | 0.1% | -1.3% | 0.010% | |
5/15/2025 | Texas Bank & Trust Co | 7,505 | $1.40M | 0.6% | -1.4% | 0.001% | |
5/15/2025 | Connecticut Wealth Management LLC | 1,224 | $228K | 0.0% | N/A | 0.000% | |
5/15/2025 | Baird Financial Group Inc. | 140,346 | $26.15M | 0.1% | -8.3% | 0.026% | |
5/15/2025 | WPG Advisers LLC | 1,080 | $201K | 0.2% | N/A | 0.000% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 19,450 | $3.62M | 0.8% | -40.4% | 0.004% | |
5/14/2025 | Wealth Preservation Advisors LLC | 3,746 | $698K | 0.5% | N/A | 0.001% | |
5/14/2025 | Ieq Capital LLC | 22,504 | $4.19M | 0.0% | +11.5% | 0.004% | |
5/14/2025 | CreativeOne Wealth LLC | 19,736 | $3.68M | 0.1% | -2.4% | 0.004% | |
5/14/2025 | Quadcap Wealth Management LLC | 30,165 | $5.62M | 0.8% | -8.1% | 0.006% | |
5/14/2025 | CSM Advisors LLC | 20,846 | $3.88M | 0.2% | -13.2% | 0.004% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 2,745 | $511K | 0.0% | -51.9% | 0.001% | |
5/14/2025 | Comerica Bank | 140,535 | $26.18M | 0.1% | -0.3% | 0.026% | |
5/14/2025 | Synovus Financial Corp | 10,674 | $1.99M | 0.0% | -0.7% | 0.002% | |
5/14/2025 | Systematic Financial Management LP | 664 | $124K | 0.0% | -89.1% | 0.000% | |
5/14/2025 | Ally Invest Advisors Inc. | 15,640 | $2.91M | 0.2% | +11.4% | 0.003% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,869 | $533K | 0.1% | +80.9% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 336,371 | $62.66M | 0.1% | +6.5% | 0.063% | |
5/14/2025 | Sax Wealth Advisors LLC | 2,844 | $530K | 0.0% | +10.7% | 0.001% | |
5/14/2025 | Strategies Wealth Advisors LLC | 170,901 | $31.84M | 3.9% | +3.6% | 0.032% | |
5/14/2025 | Kestra Advisory Services LLC | 111,432 | $20.76M | 0.1% | +3.8% | 0.021% | |
5/14/2025 | OFC Financial Planning LLC | 9,309 | $1.73M | 2.0% | +1.4% | 0.002% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 5,403 | $1.01M | 0.1% | -10.9% | 0.001% | |
5/14/2025 | 1832 Asset Management L.P. | 299,276 | $55.75M | 0.1% | +5.8% | 0.056% | |
5/14/2025 | Compound Planning Inc. | 66,932 | $12.47M | 0.6% | +325.9% | 0.013% | |
5/14/2025 | Ameriprise Financial Inc. | 779,514 | $145.19M | 0.0% | +3.0% | 0.146% | |
5/14/2025 | Bragg Financial Advisors Inc | 290,993 | $54.21M | 2.2% | +4.8% | 0.054% | |
5/14/2025 | Guidance Point Advisors LLC | 8,907 | $1.66M | 0.5% | +0.7% | 0.002% | |
5/14/2025 | CW Advisors LLC | 94,134 | $17.55M | 0.2% | +44.1% | 0.018% | |
5/14/2025 | Summit Financial LLC | 191,374 | $35.65M | 1.0% | -3.1% | 0.036% | |
5/14/2025 | PGIM Custom Harvest LLC | 2,532 | $472K | 0.0% | +47.0% | 0.000% | |
5/14/2025 | TFB Advisors LLC | 28,138 | $5.24M | 1.5% | -2.4% | 0.005% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 3,535 | $659K | 0.0% | -10.6% | 0.001% | |
5/14/2025 | GM Advisory Group LLC | 1,387 | $258K | 0.0% | N/A | 0.000% | |
5/14/2025 | Asset Management Group Inc. | 150,689 | $28.07M | 5.2% | +2.2% | 0.028% | |
5/14/2025 | Capital Analysts LLC | 4,735 | $882K | 0.0% | -43.5% | 0.001% | |
5/14/2025 | Tradition Wealth Management LLC | 68,237 | $12.71M | 1.1% | +0.6% | 0.013% | |
5/14/2025 | Arista Wealth Management LLC | 13,627 | $2.54M | 0.6% | -0.4% | 0.003% | |
5/14/2025 | JT Stratford LLC | 3,651 | $680K | 0.1% | -1.7% | 0.001% | |
5/14/2025 | Hsbc Holdings PLC | 1,813 | $338K | 0.0% | -13.9% | 0.000% | |
5/14/2025 | Financial Advisors Network Inc. | 14,707 | $2.74M | 0.5% | +3.7% | 0.003% | |
5/14/2025 | RWA Wealth Partners LLC | 432,678 | $80.60M | 1.0% | +5.3% | 0.081% | |
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5/13/2025 | Brooklyn Investment Group | 588 | $109K | 0.0% | +454.7% | 0.000% | |
5/13/2025 | TriaGen Wealth Management LLC | 18,902 | $3.52M | 1.2% | -2.9% | 0.004% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 491,142 | $91.50M | 2.2% | +0.1% | 0.092% | |
5/13/2025 | Spreng Capital Management Inc. | 4,151 | $773K | 0.3% | -1.6% | 0.001% | |
5/13/2025 | Seek First Inc. | 20,355 | $3.79M | 3.4% | N/A | 0.004% | |
5/13/2025 | LWM Advisors Inc. | 1,545 | $287K | 0.3% | +19.3% | 0.000% | |
5/13/2025 | Cascade Financial Partners LLC | 2,762 | $515K | 0.1% | +41.0% | 0.001% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 86,049 | $16.03M | 0.1% | +4.4% | 0.016% | |
5/13/2025 | Tyler Stone Wealth Management | 2,545 | $474K | 0.1% | -8.9% | 0.000% | |
5/13/2025 | RMR Capital Management LLC | 14,071 | $2.62M | 1.9% | -1.0% | 0.003% | |