5/20/2025 | Belpointe Asset Management LLC | 4,979 | $450K | 0.0% | -14.4% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 321,443 | $29.10M | 0.1% | -5.5% | 0.030% | |
5/20/2025 | Flaharty Asset Management LLC | 16,831 | $1.52M | 0.2% | +8.9% | 0.002% | |
5/20/2025 | Integrity Alliance LLC. | 3,447 | $312K | 0.0% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 31,708 | $2.87M | 0.3% | +2.2% | 0.003% | |
5/20/2025 | Glenview Trust co | 356,772 | $32.30M | 0.6% | +10.9% | 0.034% | |
5/20/2025 | Aspen Investment Management Inc | 33,500 | $3.03M | 1.4% | +1.3% | 0.003% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 2,290 | $207K | 0.2% | N/A | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 17,061 | $1.55M | 0.1% | +13.5% | 0.002% | |
5/19/2025 | SCS Capital Management LLC | 431,908 | $39.11M | 0.5% | +27.6% | 0.041% | |
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5/17/2025 | Standard Family Office LLC | 704 | $64K | 0.1% | -42.9% | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 4,300 | $389K | 0.3% | -8.5% | 0.000% | |
5/16/2025 | Prostatis Group LLC | 13,196 | $1.20M | 0.4% | -4.9% | 0.001% | |
5/16/2025 | McIlrath & Eck LLC | 202,599 | $18.34M | 2.3% | -11.4% | 0.019% | |
5/16/2025 | Empowered Funds LLC | 98,136 | $8.89M | 0.1% | +7.4% | 0.009% | |
5/16/2025 | Faithward Advisors LLC | 4,257 | $385K | 0.1% | +14.9% | 0.000% | |
5/16/2025 | Ascent Group LLC | 3,104 | $281K | 0.0% | -25.0% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 22,670 | $2.05M | 0.1% | -9.7% | 0.002% | |
5/16/2025 | Great Lakes Advisors LLC | 2,216 | $201K | 0.0% | -92.8% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 24,642 | $2.23M | 0.1% | +1.9% | 0.002% | |
5/16/2025 | Everstar Asset Management LLC | 2,455 | $222K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 151,365 | $13.71M | 0.5% | +0.3% | 0.014% | |
5/16/2025 | Goldman Sachs Group Inc. | 4,696,203 | $425.19M | 0.1% | +33.5% | 0.443% | |
5/16/2025 | Jones Financial Companies Lllp | 1,024 | $93K | 0.0% | -96.2% | 0.000% | |
5/16/2025 | Aberdeen Wealth Management LLC | 438 | $40K | 0.0% | N/A | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 13,482 | $1.22M | 0.9% | N/A | 0.001% | |
5/16/2025 | Talon Private Wealth LLC | 32,609 | $2.95M | 0.4% | +4.9% | 0.003% | |
5/16/2025 | Unconventional Investor LLC | 53,848 | $4.88M | 2.9% | +5.5% | 0.005% | |
5/16/2025 | Sepio Capital LP | 9,101 | $824K | 0.1% | -37.3% | 0.001% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 8,660 | $784K | 0.2% | -5.3% | 0.001% | |
5/16/2025 | Pacific Center for Financial Services | 175,286 | $15.87M | 4.2% | -0.2% | 0.017% | |
5/16/2025 | Plancorp LLC | 124,625 | $11.28M | 0.4% | +2.5% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 107,874 | $9.77M | 0.1% | +9.3% | 0.010% | |
5/16/2025 | Integrated Wealth Concepts LLC | 73,914 | $6.69M | 0.1% | -11.7% | 0.007% | |
5/16/2025 | Greenline Partners LLC | 809 | $73K | 0.0% | -62.7% | 0.000% | |
5/16/2025 | Hancock Whitney Corp | 21,747 | $1.97M | 0.1% | -52.6% | 0.002% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 850 | $77K | 0.0% | -96.8% | 0.000% | |
5/16/2025 | Clark Capital Management Group Inc. | 12,575 | $1.14M | 0.0% | N/A | 0.001% | |
5/16/2025 | Clifford Group LLC | 6,765 | $613K | 0.6% | -9.0% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 3,301 | $299K | 0.0% | N/A | 0.000% | |
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5/16/2025 | Alliancebernstein L.P. | 162,482 | $14.71M | 0.0% | -0.4% | 0.015% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 47,200 | $4.27M | 0.4% | +5.7% | 0.004% | |
5/16/2025 | AQR Capital Management LLC | 8,616 | $780K | 0.0% | +17.5% | 0.001% | |
5/16/2025 | AlTi Global Inc. | 29,537 | $2.67M | 0.1% | -59.8% | 0.003% | |
5/16/2025 | Ancora Advisors LLC | 117,407 | $10.63M | 0.2% | -4.1% | 0.011% | |
5/16/2025 | Aprio Wealth Management LLC | 4,019 | $364K | 0.0% | -34.8% | 0.000% | |
5/15/2025 | Perbak Capital Partners LLP | 24,897 | $2.25M | 1.7% | -29.7% | 0.002% | |
5/15/2025 | EP Wealth Advisors LLC | 25,838 | $2.34M | 0.0% | -11.4% | 0.002% | |
5/15/2025 | Ashton Thomas Securities LLC | 25,335 | $2.29M | 0.6% | -1.1% | 0.002% | |
5/15/2025 | Obsido Oy | 24,569 | $2.22M | 1.9% | N/A | 0.002% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 174,906 | $15.84M | 0.2% | +8.6% | 0.017% | |
5/15/2025 | First Financial Bankshares Inc | 308,113 | $27.90M | 0.6% | -34.7% | 0.029% | |
5/15/2025 | Flputnam Investment Management Co. | 9,301 | $842K | 0.0% | +7.7% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 1,492,829 | $135.16M | 0.0% | +10.1% | 0.141% | |
5/15/2025 | Betterment LLC | 49,327 | $4.47M | 0.0% | -2.3% | 0.005% | |
5/15/2025 | MAI Capital Management | 185,183 | $16.77M | 0.1% | -1.7% | 0.017% | |
5/15/2025 | Calton & Associates Inc. | 2,715 | $246K | 0.1% | N/A | 0.000% | |
5/15/2025 | Texas Bank & Trust Co | 15,720 | $1.42M | 0.6% | -2.4% | 0.001% | |
5/15/2025 | Ashford Capital Management Inc. | 68,262 | $6.18M | 0.8% | +17.2% | 0.006% | |
5/15/2025 | Connecticut Wealth Management LLC | 112,085 | $10.15M | 0.5% | N/A | 0.011% | |
5/15/2025 | Benchmark Investment Advisors LLC | 10,824 | $980K | 0.6% | -5.1% | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 6,012 | $544K | 0.1% | -10.9% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 332,867 | $30.14M | 0.1% | -3.0% | 0.031% | |
5/15/2025 | Evergreen Capital Management LLC | 330,000 | $29.88M | 1.0% | +8.5% | 0.031% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,470,551 | $133.14M | 0.1% | +3.2% | 0.139% | |
5/15/2025 | JDM Financial Group LLC | 68,522 | $6.20M | 3.1% | +5.0% | 0.006% | |
5/15/2025 | GKV Capital Management Co. Inc. | 2,261 | $205K | 0.1% | N/A | 0.000% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 22,723 | $2.06M | 2.1% | -2.1% | 0.002% | |
5/15/2025 | Tortoise Investment Management LLC | 14,525 | $1.32M | 0.1% | +2.1% | 0.001% | |
5/15/2025 | Hanover Advisors Inc. | 13,275 | $1.20M | 0.5% | +9.7% | 0.001% | |
5/15/2025 | Mission Creek Capital Partners Inc. | 6,794 | $615K | 0.1% | -1.8% | 0.001% | |
5/15/2025 | Monterey Private Wealth Inc. | 24,736 | $2.24M | 0.7% | -0.8% | 0.002% | |
5/15/2025 | BNP Paribas Financial Markets | 3,252,481 | $294.48M | 0.2% | +458.2% | 0.307% | |
5/14/2025 | Transamerica Financial Advisors LLC | 117,789 | $10.67M | 1.1% | +7.3% | 0.011% | |
5/14/2025 | Note Advisors LLC | 39,509 | $3.58M | 3.0% | +7.1% | 0.004% | |
5/14/2025 | Valley Financial Group Inc. | 11,692 | $1.06M | 0.7% | -2.1% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 18,586 | $1.68M | 0.0% | +5.3% | 0.002% | |
5/14/2025 | CreativeOne Wealth LLC | 185,038 | $16.75M | 0.5% | -0.3% | 0.017% | |
5/14/2025 | Piedmont Capital Management LLC | 10,709 | $970K | 0.7% | -3.5% | 0.001% | |
5/14/2025 | Warwick Investment Management Inc. | 43,819 | $3.97M | 0.8% | N/A | 0.004% | |
5/14/2025 | Samalin Investment Counsel LLC | 10,912 | $988K | 0.4% | +111.8% | 0.001% | |
5/14/2025 | Orion Capital Management LLC | 14,184 | $1.28M | 0.5% | +8.7% | 0.001% | |
5/14/2025 | South Plains Financial Inc. | 19,216 | $1.74M | 1.4% | -2.3% | 0.002% | |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 845,100 | $76.52M | 0.2% | -74.8% | 0.080% | |
5/14/2025 | Full Sail Capital LLC | 19,164 | $1.74M | 0.1% | -3.2% | 0.002% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 26,518 | $2.40M | 0.0% | -49.6% | 0.003% | |
5/14/2025 | Comerica Bank | 193,738 | $17.54M | 0.1% | -4.1% | 0.018% | |
5/14/2025 | MetLife Investment Management LLC | 15,082 | $1.37M | 0.0% | +98.4% | 0.001% | |
5/14/2025 | Freedom Investment Management Inc. | 38,212 | $3.46M | 0.3% | -1.7% | 0.004% | |
5/14/2025 | Synovus Financial Corp | 31,668 | $2.87M | 0.0% | -0.8% | 0.003% | |
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5/14/2025 | Walleye Capital LLC | 14,571 | $1.32M | 0.0% | N/A | 0.001% | |
5/14/2025 | ICONIQ Capital LLC | 5,027 | $455K | 0.0% | -68.2% | 0.000% | |
5/14/2025 | Jump Financial LLC | 14,284 | $1.29M | 0.0% | N/A | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 9,543,037 | $864.03M | 0.7% | +5.4% | 0.900% | |
5/14/2025 | Haverford Trust Co | 17,771 | $1.61M | 0.0% | -2.8% | 0.002% | |
5/14/2025 | Trinity Legacy Partners LLC | 9,818 | $869K | 0.2% | -26.3% | 0.001% | |
5/14/2025 | Ariston Services Group | 76,505 | $6.93M | 5.8% | +0.6% | 0.007% | |
5/14/2025 | Sax Wealth Advisors LLC | 27,389 | $2.48M | 0.2% | +26.6% | 0.003% | |
5/14/2025 | Kestra Advisory Services LLC | 136,803 | $12.39M | 0.1% | +1.4% | 0.013% | |
5/14/2025 | MAS Advisors LLC | 11,808 | $1.07M | 1.6% | +1.0% | 0.001% | |