7/8/2025 | Baker Ellis Asset Management LLC | 4,970 | $817K | 0.1% | -12.3% | 0.005% | |
7/8/2025 | Atlas Brown Inc. | 4,447 | $731K | 0.2% | -7.5% | 0.004% | |
7/8/2025 | Prism Advisors Inc. | 32,175 | $5.29M | 1.5% | N/A | 0.030% | |
7/8/2025 | Richard P Slaughter Associates Inc | 7,686 | $1.26M | 0.3% | -56.9% | 0.007% | |
7/8/2025 | Apella Capital LLC | 17,743 | $2.94M | 0.1% | N/A | 0.016% | |
7/8/2025 | Parallel Advisors LLC | 7,260 | $1.19M | 0.0% | +197.5% | 0.007% | |
7/8/2025 | Peirce Capital Management LLC | 6,826 | $1.12M | 0.5% | N/A | 0.006% | |
7/7/2025 | Wesbanco Bank Inc. | 3,308 | $544K | 0.0% | +14.2% | 0.003% | |
7/7/2025 | Bangor Savings Bank | 34,956 | $5.75M | 0.5% | -3.2% | 0.032% | |
7/7/2025 | Salem Investment Counselors Inc. | 458 | $75K | 0.0% | -77.6% | 0.000% | |
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7/7/2025 | Taylor & Morgan Wealth Management LLC | 32,862 | $5.41M | 3.6% | -0.4% | 0.030% | |
7/3/2025 | Arvest Investments Inc. | 105,243 | $17.31M | 2.6% | +0.5% | 0.097% | |
7/3/2025 | Collective Family Office LLC | 25,908 | $4.26M | 1.1% | +3.1% | 0.024% | |
7/3/2025 | Fiduciary Financial Group LLC | 3,057 | $509K | 0.1% | +3.6% | 0.003% | |
7/2/2025 | Dentgroup LLC | 7,233 | $1.19M | 0.8% | -2.9% | 0.007% | |
7/2/2025 | Marotta Asset Management | 220,403 | $36.25M | 7.3% | -7.0% | 0.203% | |
7/2/2025 | Waller Financial Planning Group Inc. | 2,875 | $473K | 0.1% | +4.4% | 0.003% | |
7/1/2025 | Harbor Investment Advisory LLC | 31,949 | $5.25M | 0.4% | -1.3% | 0.029% | |
6/27/2025 | Goldman Sachs Group Inc. | 24,313 | $3.90M | 0.0% | +5.3% | 0.022% | |
6/17/2025 | Howe & Rusling Inc. | 4,829 | $775K | 0.1% | +10.0% | 0.004% | |
6/2/2025 | Modern Wealth Management LLC | 5,579 | $896K | 0.0% | +5.5% | 0.005% | |
5/28/2025 | Jones Financial Companies Lllp | 2,454,026 | $390.84M | 0.4% | +1.4% | 2.260% | |
5/27/2025 | Advisors Capital Management LLC | 1,470 | $236K | 0.0% | -9.8% | 0.001% | |
5/23/2025 | SWAN Capital LLC | 32,352 | $5.19M | 2.4% | +25.3% | 0.030% | |
5/21/2025 | McAdam LLC | 295,373 | $47.42M | 2.9% | -0.5% | 0.272% | |
5/21/2025 | Geneos Wealth Management Inc. | 66,455 | $10.67M | 0.4% | -0.8% | 0.061% | |
5/20/2025 | Tenret Co LLC | 33,180 | $5.33M | 3.2% | +4.1% | 0.031% | |
5/20/2025 | Belpointe Asset Management LLC | 9,063 | $1.46M | 0.1% | +614.7% | 0.008% | |
5/20/2025 | Fortis Capital Advisors LLC | 9,063 | $1.46M | 0.3% | N/A | 0.008% | |
5/20/2025 | Focus Partners Wealth | 337,819 | $54.23M | 0.1% | +6.3% | 0.311% | |
5/20/2025 | Integrity Alliance LLC. | 24,842 | $3.99M | 0.2% | N/A | 0.023% | |
5/20/2025 | Glenview Trust co | 25,261 | $4.06M | 0.1% | -18.3% | 0.023% | |
5/19/2025 | Jane Street Group LLC | 1,503 | $241K | 0.0% | N/A | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 13,785 | $2.21M | 0.1% | -2.3% | 0.013% | |
5/19/2025 | Advisory Alpha LLC | 87,572 | $14.06M | 0.5% | +27.7% | 0.081% | |
5/16/2025 | Empowered Funds LLC | 6,502 | $1.04M | 0.0% | -1.1% | 0.006% | |
5/16/2025 | Ascent Group LLC | 24,194 | $3.88M | 0.2% | +4.3% | 0.022% | |
5/16/2025 | Arete Wealth Advisors LLC | 2,426 | $390K | 0.0% | -39.7% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 17,022 | $2.73M | 0.1% | +23.5% | 0.016% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 54,748 | $8.79M | 0.3% | +2.3% | 0.050% | |
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5/16/2025 | Goldman Sachs Group Inc. | 24,313 | $3.90M | 0.0% | +5.3% | 0.022% | |
5/16/2025 | Jones Financial Companies Lllp | 2,459,081 | $415.57M | 0.4% | +1.6% | 2.265% | |
5/16/2025 | Talon Private Wealth LLC | 10,515 | $1.69M | 0.2% | +2.5% | 0.010% | |
5/16/2025 | Sepio Capital LP | 125,502 | $20.15M | 1.6% | +4.1% | 0.116% | |
5/16/2025 | Plancorp LLC | 2,520 | $405K | 0.0% | -3.1% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 157,133 | $25.23M | 0.1% | -1.6% | 0.145% | |
5/16/2025 | Integrated Wealth Concepts LLC | 27,165 | $4.36M | 0.1% | -17.3% | 0.025% | |
5/16/2025 | Curi RMB Capital LLC | 1,647 | $264K | 0.0% | +27.1% | 0.002% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 3,240 | $520K | 0.0% | +4.8% | 0.003% | |
5/16/2025 | AQR Capital Management LLC | 8,890 | $1.43M | 0.0% | +13.8% | 0.008% | |
5/16/2025 | 1 North Wealth Services LLC | 1,081 | $174K | 0.1% | N/A | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 1,515,445 | $243.29M | 1.9% | +18.7% | 1.396% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 36,426 | $5.85M | 0.1% | +4.7% | 0.034% | |
5/15/2025 | Royal Bank of Canada | 3,262,796 | $523.81M | 0.1% | +2.1% | 3.005% | |
5/15/2025 | Betterment LLC | 4,291,924 | $689.03M | 1.6% | -4.8% | 3.953% | |
5/15/2025 | MAI Capital Management | 57,298 | $9.20M | 0.1% | -3.8% | 0.053% | |
5/15/2025 | Calton & Associates Inc. | 1,978 | $318K | 0.1% | N/A | 0.002% | |
5/15/2025 | Connecticut Wealth Management LLC | 4,866 | $781K | 0.0% | N/A | 0.004% | |
5/15/2025 | Baird Financial Group Inc. | 103,895 | $16.68M | 0.0% | +3.2% | 0.096% | |
5/15/2025 | Tortoise Investment Management LLC | 455 | $73K | 0.0% | -31.3% | 0.000% | |
5/14/2025 | Wealth Preservation Advisors LLC | 13,335 | $2.14M | 1.5% | N/A | 0.012% | |
5/14/2025 | Paces Ferry Wealth Advisors LLC | 1,367 | $219K | 0.1% | +6.8% | 0.001% | |
5/14/2025 | Note Advisors LLC | 3,376 | $542K | 0.4% | -20.9% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 3,753 | $603K | 0.0% | -31.5% | 0.003% | |
5/14/2025 | Bank of Hawaii | 15,411 | $2.47M | 0.1% | -0.6% | 0.014% | |
5/14/2025 | Comerica Bank | 50,633 | $8.13M | 0.0% | -3.4% | 0.047% | |
5/14/2025 | Synovus Financial Corp | 7,940 | $1.28M | 0.0% | +1.1% | 0.007% | |
5/14/2025 | AIMZ Investment Advisors LLC | 15,066 | $2.42M | 0.8% | +6.1% | 0.014% | |
5/14/2025 | Ally Invest Advisors Inc. | 37,323 | $5.99M | 0.5% | +10.8% | 0.034% | |
5/14/2025 | Smartleaf Asset Management LLC | 4,349 | $692K | 0.1% | +383.8% | 0.004% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 967,146 | $155.27M | 0.1% | +6.2% | 0.891% | |
5/14/2025 | Lionshead Wealth Management LLC | 7,177 | $1.15M | 1.2% | N/A | 0.007% | |
5/14/2025 | Kestra Advisory Services LLC | 138,886 | $22.30M | 0.1% | +2.8% | 0.128% | |
5/14/2025 | MAS Advisors LLC | 1,934 | $310K | 0.5% | -30.9% | 0.002% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 8,571 | $1.38M | 0.1% | -1.0% | 0.008% | |
5/14/2025 | 1832 Asset Management L.P. | 234,343 | $37.62M | 0.0% | +1.0% | 0.216% | |
5/14/2025 | Ameriprise Financial Inc. | 928,390 | $149.08M | 0.0% | +1.4% | 0.855% | |
5/14/2025 | Bragg Financial Advisors Inc | 165,925 | $26.64M | 1.1% | +0.2% | 0.153% | |
5/14/2025 | Mosaic Financial Group LLC | 2,127 | $342K | 0.3% | -10.5% | 0.002% | |
5/14/2025 | CW Advisors LLC | 7,742 | $1.24M | 0.0% | +131.2% | 0.007% | |
5/14/2025 | Summit Financial LLC | 177,641 | $28.52M | 0.8% | +0.4% | 0.164% | |
5/14/2025 | Estate Counselors LLC | 9,315 | $1.50M | 0.2% | -76.0% | 0.009% | |
5/14/2025 | Accredited Wealth Management LLC | 179 | $29K | 0.0% | -32.2% | 0.000% | |
5/14/2025 | TFB Advisors LLC | 35,618 | $5.72M | 1.6% | -1.5% | 0.033% | |
5/14/2025 | Asset Management Group Inc. | 96,239 | $15.45M | 2.9% | +0.4% | 0.089% | |
5/14/2025 | Capital Analysts LLC | 422 | $68K | 0.0% | +39.7% | 0.000% | |
5/14/2025 | Legacy Financial Advisors Inc. | 1,495 | $240K | 0.0% | N/A | 0.001% | |
5/14/2025 | Hsbc Holdings PLC | 2,226 | $357K | 0.0% | -20.0% | 0.002% | |
5/14/2025 | Fuller & Thaler Asset Management Inc. | 1,664 | $267K | 0.0% | -55.4% | 0.002% | |
5/14/2025 | Petix & Botte Co | 29,252 | $4.70M | 1.2% | -7.5% | 0.027% | |
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5/14/2025 | RWA Wealth Partners LLC | 5,696 | $914K | 0.0% | -1.5% | 0.005% | |
5/13/2025 | Northern Trust Corp | 56,062 | $9M | 0.0% | -2.6% | 0.052% | |
5/13/2025 | Aptus Capital Advisors LLC | 19,339 | $3.11M | 0.0% | +1.1% | 0.018% | |
5/13/2025 | Brooklyn Investment Group | 285 | $46K | 0.0% | N/A | 0.000% | |
5/13/2025 | Spreng Capital Management Inc. | 4,908 | $788K | 0.4% | +3.6% | 0.005% | |
5/13/2025 | LWM Advisors Inc. | 1,896 | $302K | 0.3% | +28.8% | 0.002% | |
5/13/2025 | RMR Capital Management LLC | 15,027 | $2.41M | 1.7% | -3.0% | 0.014% | |
5/13/2025 | Raymond James Financial Inc. | 606,727 | $97.40M | 0.0% | -7.1% | 0.559% | |
5/13/2025 | Cresset Asset Management LLC | 28,784 | $4.62M | 0.0% | -4.8% | 0.027% | |
5/13/2025 | Twin Focus Capital Partners LLC | 37,374 | $6M | 0.9% | +1.9% | 0.034% | |