8/28/2025 | Prospera Capital Management LLC | 50,826 | $2.90M | 0.7% | +2.3% | 0.002% | |
8/28/2025 | Midwestern Financial LLC IA | 59,013 | $3.36M | 3.2% | N/A | 0.002% | |
8/27/2025 | Tribridge Partners Financial LLC | 5,744 | $327K | 0.2% | N/A | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 2,256,038 | $128.62M | 1.1% | +1.1% | 0.079% | |
8/27/2025 | Squarepoint Ops LLC | 122,795 | $7.00M | 0.0% | N/A | 0.004% | |
8/26/2025 | Thrivent Financial for Lutherans | 1,738,251 | $99.10M | 0.2% | -0.9% | 0.061% | |
8/25/2025 | Promus Capital LLC | 2,018 | $115K | 0.1% | +19.6% | 0.000% | |
8/25/2025 | Silverlake Wealth Management LLC | 24,164 | $1.38M | 0.4% | +3.8% | 0.001% | |
8/22/2025 | Carter Financial Group INC. | 9,334 | $532K | 0.3% | N/A | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 57,607 | $3.28M | 3.6% | N/A | 0.002% | |
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8/20/2025 | Monarch Capital Management Inc. | 6,808 | $388K | 0.1% | -4.5% | 0.000% | |
8/20/2025 | Forefront Wealth Partners LLC | 5,017 | $286K | 0.2% | -70.7% | 0.000% | |
8/20/2025 | Coppell Advisory Solutions LLC | 15,060 | $856K | 0.1% | -5.1% | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 195,217 | $11.13M | 0.5% | N/A | 0.007% | |
8/19/2025 | Cape Investment Advisory Inc. | 17,092 | $974K | 0.4% | +14.7% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 372,683 | $20.95M | 0.3% | +15.5% | 0.013% | |
8/19/2025 | Anchor Investment Management LLC | 8,126 | $463K | 0.0% | -12.5% | 0.000% | |
8/19/2025 | Asset Dedication LLC | 46,853 | $2.67M | 0.2% | +16.5% | 0.002% | |
8/19/2025 | Hohimer Wealth Management LLC | 183,575 | $10.47M | 1.9% | +11.9% | 0.006% | |
8/19/2025 | Pitcairn Co. | 157,079 | $8.96M | 0.6% | +0.4% | 0.005% | |
8/18/2025 | Old North State Trust LLC | 44,908 | $2.56M | 1.7% | -50.4% | 0.002% | |
8/18/2025 | Tyler Stone Wealth Management | 5,863 | $334K | 0.1% | +24.5% | 0.000% | |
8/18/2025 | Tactive Advisors LLC | 4,127 | $235K | 0.1% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 49,759 | $2.84M | 0.3% | +0.4% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 552,460 | $31.50M | 0.8% | +11.1% | 0.019% | |
8/18/2025 | Hollencrest Capital Management | 7,117 | $406K | 0.0% | +22.6% | 0.000% | |
8/18/2025 | Westwood Holdings Group Inc. | 3,955,066 | $225.48M | 1.7% | +25.1% | 0.138% | |
8/18/2025 | Kestra Investment Management LLC | 18,427 | $1.05M | 0.0% | +1.9% | 0.001% | |
8/18/2025 | Wellington Capital Management Inc. | 9,020 | $514K | 0.7% | N/A | 0.000% | |
8/18/2025 | National Bank of Canada FI | 1,741,118 | $99.24M | 0.1% | +109.4% | 0.061% | |
8/18/2025 | Front Row Advisors LLC | 5,157 | $294K | 0.1% | -3.3% | 0.000% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 23,802 | $1.36M | 0.2% | -66.3% | 0.001% | |
8/16/2025 | Evergreen Capital Management LLC | 78,245 | $4.46M | 0.1% | +46.2% | 0.003% | |
8/16/2025 | Headlands Technologies LLC | 9,954 | $567K | 0.1% | -67.7% | 0.000% | |
8/15/2025 | Strategic Investment Advisors MI | 1,024,115 | $58.38M | 5.7% | -1.2% | 0.036% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 366,914 | $20.99M | 0.0% | +14.4% | 0.013% | |
8/15/2025 | Nikulski Financial Inc. | 30,963 | $1.77M | 0.5% | +2.7% | 0.001% | |
8/15/2025 | First Heartland Consultants Inc. | 186,777 | $10.65M | 0.9% | +13.4% | 0.007% | |
8/15/2025 | Security National Bank of Sioux City Iowa IA | 35,059 | $2.00M | 1.4% | -3.3% | 0.001% | |
8/15/2025 | Howland Capital Management LLC | 16,089 | $917K | 0.0% | -1.4% | 0.001% | |
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8/15/2025 | TLT Family Holdco ULC | 883,400 | $50.36M | 4.0% | N/A | 0.031% | |
8/15/2025 | North Ridge Wealth Advisors Inc. | 1,495 | $85K | 0.1% | +3,222.2% | 0.000% | |
8/15/2025 | Orcam Financial Group | 40,323 | $2.30M | 2.0% | +2.8% | 0.001% | |
8/15/2025 | FFT Wealth Management LLC | 65,598 | $3.79M | 0.7% | -9.0% | 0.002% | |
8/15/2025 | Asset Allocation Strategies LLC | 243,347 | $13.87M | 2.7% | -24.6% | 0.008% | |
8/15/2025 | LGL Partners LLC | 47,795 | $2.76M | 1.2% | +0.8% | 0.002% | |
8/15/2025 | Urban Financial Advisory Corp | 11,278 | $643K | 0.3% | +7.6% | 0.000% | |
8/15/2025 | Semmax Financial Advisors Inc. | 55,351 | $3.21M | 0.8% | +13.7% | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 41,168,047 | $2.20B | 2.8% | +122.9% | 1.433% | |
8/15/2025 | WealthCollab LLC | 4,178 | $238K | 0.1% | -5.2% | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 370,871 | $21.14M | 0.2% | +14.6% | 0.013% | |
8/15/2025 | State of Tennessee Department of Treasury | 4,367,054 | $248.97M | 0.9% | -6.6% | 0.152% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 143,942 | $8.21M | 2.9% | -5.0% | 0.005% | |
8/15/2025 | Optimist Retirement Group LLC | 23,770 | $1.36M | 0.6% | +1.2% | 0.001% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 8,180 | $466K | 0.0% | +38.0% | 0.000% | |
8/15/2025 | Captrust Financial Advisors | 24,996,434 | $1.43B | 3.2% | +20.9% | 0.870% | |
8/15/2025 | Keel Point LLC | 902,998 | $51.48M | 3.4% | +22.5% | 0.031% | |
8/15/2025 | Alaethes Wealth LLC | 12,669 | $722K | 0.2% | +3.2% | 0.000% | |
8/15/2025 | Zuckerman Investment Group LLC | 406,892 | $23.20M | 2.2% | +2.7% | 0.014% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 23,805 | $1.36M | 0.8% | +21.6% | 0.001% | |
8/15/2025 | Pine Ridge Advisers LLC | 984,081 | $56.10M | 3.5% | +0.1% | 0.034% | |
8/15/2025 | WFA of San Diego LLC | 15,706 | $895K | 0.7% | N/A | 0.001% | |
8/15/2025 | Vident Advisory LLC | 389,567 | $22.21M | 0.2% | +219.1% | 0.014% | |
8/15/2025 | Visionary Wealth Advisors | 85,097 | $4.85M | 0.2% | +5.9% | 0.003% | |
8/15/2025 | Two Sigma Securities LLC | 83,071 | $4.74M | 0.6% | -23.5% | 0.003% | |
8/15/2025 | Tidal Investments LLC | 476,540 | $27.17M | 0.2% | -14.9% | 0.017% | |
8/15/2025 | Tolleson Wealth Management Inc. | 28,361 | $1.62M | 0.3% | -36.1% | 0.001% | |
8/15/2025 | Seneschal Advisors LLC | 8,781 | $501K | 0.4% | -11.4% | 0.000% | |
8/15/2025 | Smartleaf Asset Management LLC | 124,147 | $7.06M | 0.6% | -3.9% | 0.004% | |
8/15/2025 | Snowden Capital Advisors LLC | 197,263 | $11.25M | 0.3% | -1.2% | 0.007% | |
8/15/2025 | Redwood Investment Management LLC | 144,771 | $8.25M | 0.9% | +14.2% | 0.005% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 43,044 | $2.45M | 0.1% | -1.8% | 0.001% | |
8/15/2025 | Orion Porfolio Solutions LLC | 2,255,513 | $128.59M | 0.9% | +1.0% | 0.079% | |
8/15/2025 | MML Investors Services LLC | 7,627,543 | $434.85M | 1.3% | +0.1% | 0.265% | |
8/15/2025 | Monograph Wealth Advisors LLC | 23,780 | $1.36M | 0.2% | +99.1% | 0.001% | |
8/15/2025 | McIlrath & Eck LLC | 4,644 | $265K | 0.0% | -14.7% | 0.000% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 23,417 | $1.34M | 0.3% | -5.4% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 388,840 | $22.17M | 0.6% | -7.3% | 0.014% | |
8/15/2025 | Lazard Asset Management LLC | 66,940 | $3.82M | 0.0% | +78.6% | 0.002% | |
8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 50,485 | $2.88M | 0.5% | -48.1% | 0.002% | |
8/15/2025 | IHT Wealth Management LLC | 88,944 | $5.07M | 0.1% | +3.7% | 0.003% | |
8/15/2025 | Great Valley Advisor Group Inc. | 134,411 | $7.66M | 0.2% | -43.7% | 0.005% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 11,901,177 | $678.49M | 1.0% | +5,002.6% | 0.414% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 8,134 | $464K | 0.1% | -3.7% | 0.000% | |
8/15/2025 | EP Wealth Advisors LLC | 966,448 | $55.10M | 0.4% | +12.3% | 0.034% | |
8/15/2025 | Ebor Charitable Trust | 214,948 | $12.25M | 24.5% | -7.5% | 0.007% | |
8/15/2025 | Essential Planning LLC. | 28,549 | $1.63M | 0.6% | +39.1% | 0.001% | |
8/15/2025 | Curi Capital LLC | 106,861 | $6.09M | 0.1% | +45.2% | 0.004% | |
8/15/2025 | BBR Partners LLC | 34,495 | $1.97M | 0.1% | +10.3% | 0.001% | |
8/15/2025 | Benjamin Edwards Inc. | 584,672 | $33.33M | 0.4% | -2.6% | 0.020% | |
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8/15/2025 | BNP Paribas Financial Markets | 2,104,786 | $119.99M | 0.1% | +758.7% | 0.073% | |
8/15/2025 | Brandywine Trust Co. | 134,083 | $7.64M | 1.2% | -1.4% | 0.005% | |
8/15/2025 | Balanced Rock Investment Advisors LLC | 28,154 | $1.61M | 1.3% | +3.1% | 0.001% | |
8/15/2025 | Bank of America Corp DE | 194,545,244 | $11.09B | 0.8% | +3.0% | 6.771% | |
8/15/2025 | AQR Capital Management LLC | 618,962 | $35.29M | 0.0% | +7.2% | 0.022% | |
8/15/2025 | Ameriprise Financial Inc. | 12,466,019 | $710.96M | 0.2% | +2.3% | 0.434% | |
8/14/2025 | Connecticut Wealth Management LLC | 1,097,155 | $62.55M | 3.0% | +1.2% | 0.038% | |
8/14/2025 | Gould Capital LLC | 243,745 | $13.90M | 9.3% | -0.2% | 0.008% | |
8/14/2025 | Vista Capital Partners Inc. | 9,470 | $540K | 0.1% | +85.3% | 0.000% | |
8/14/2025 | Bakala Capital LLC | 89,693 | $5.11M | 29.4% | -11.5% | 0.003% | |