5/23/2025 | Triune Financial Partners LLC | 2,474 | $680K | 0.2% | -18.2% | 0.000% | |
5/23/2025 | Strategic Financial Services Inc. | 8,482 | $2.33M | 0.1% | -2.9% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 13,048 | $3.59M | 2.0% | +0.4% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 1,396 | $384K | 0.1% | -12.9% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 9,287 | $2.55M | 0.9% | -9.2% | 0.000% | |
5/22/2025 | WBI Investments LLC | 17,831 | $4.90M | 1.3% | +3.1% | 0.000% | |
5/21/2025 | Westbourne Investments Inc. | 3,482 | $957K | 0.6% | -2.8% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 12,762 | $3.51M | 0.4% | -8.1% | 0.000% | |
5/21/2025 | McAdam LLC | 9,564 | $2.63M | 0.2% | -24.9% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 68,646 | $18.87M | 0.6% | -1.6% | 0.001% | |
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5/20/2025 | Tenret Co LLC | 21,726 | $5.97M | 3.6% | +0.8% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 5,991 | $1.65M | 0.3% | +22.3% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 25,526 | $7.02M | 0.4% | -11.3% | 0.000% | |
5/20/2025 | Focus Partners Wealth | 1,122,829 | $308.60M | 0.8% | -16.9% | 0.014% | |
5/20/2025 | Integrity Alliance LLC. | 18,241 | $5.01M | 0.2% | +275.5% | 0.000% | |
5/20/2025 | Glenview Trust co | 58,349 | $16.04M | 0.3% | -0.7% | 0.001% | |
5/20/2025 | Aspen Investment Management Inc | 2,668 | $733K | 0.3% | N/A | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 51,051 | $14.03M | 0.6% | +5.4% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 23,472 | $6.45M | 0.2% | -11.9% | 0.000% | |
5/19/2025 | Trinity Financial Advisors LLC | 38,503 | $10.16M | 3.7% | -1.1% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 2,567,844 | $705.75M | 9.0% | +21.4% | 0.031% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 52,391 | $14.40M | 10.7% | +6.0% | 0.001% | |
5/16/2025 | Windsor Advisory Group LLC | 2,425 | $667K | 0.9% | -45.4% | 0.000% | |
5/16/2025 | Prostatis Group LLC | 1,404 | $386K | 0.1% | -26.5% | 0.000% | |
5/16/2025 | American Trust | 8,467 | $2.33M | 0.6% | -49.1% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 22,329 | $6.14M | 0.8% | +2.6% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 39,054 | $10.73M | 0.2% | +98.8% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 107,749 | $29.61M | 1.3% | -2.8% | 0.001% | |
5/16/2025 | HFM Investment Advisors LLC | 134 | $37K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 14,664 | $4.03M | 0.7% | +12.0% | 0.000% | |
5/16/2025 | Ascent Group LLC | 7,022 | $1.93M | 0.1% | +48.1% | 0.000% | |
5/16/2025 | Coppell Advisory Solutions LLC | 1,942 | $530K | 0.0% | +68.9% | 0.000% | |
5/16/2025 | United Services Automobile Association | 18,400 | $5.06M | 0.2% | -5.2% | 0.000% | |
5/16/2025 | Arete Wealth Advisors LLC | 16,526 | $4.54M | 0.3% | +8.1% | 0.000% | |
5/16/2025 | Great Lakes Advisors LLC | 7,236 | $1.99M | 0.0% | +245.1% | 0.000% | |
5/16/2025 | Bell Investment Advisors Inc | 1,366 | $376K | 0.1% | -34.0% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 36,266 | $9.97M | 0.3% | -5.4% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 13,937 | $3.83M | 0.1% | +0.7% | 0.000% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,343,117 | $643.98M | 0.1% | +18.7% | 0.028% | |
5/16/2025 | Kestra Investment Management LLC | 12,473 | $3.43M | 0.1% | +3.4% | 0.000% | |
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5/16/2025 | Cape Investment Advisory Inc. | 2,960 | $814K | 0.3% | +27.7% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 209,279 | $57.26M | 0.1% | -39.0% | 0.003% | |
5/16/2025 | Front Street Capital Management Inc. | 12,509 | $3.44M | 0.7% | +248.9% | 0.000% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 7,015 | $1.93M | 1.4% | +167.0% | 0.000% | |
5/16/2025 | Financial Strategies Group Inc. | 12,159 | $3.21M | 0.8% | +27.7% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 12,826 | $3.53M | 2.7% | N/A | 0.000% | |
5/16/2025 | Talon Private Wealth LLC | 2,212 | $608K | 0.1% | -4.2% | 0.000% | |
5/16/2025 | Unconventional Investor LLC | 208,417 | $57.30M | 33.9% | -1.1% | 0.003% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 68,498 | $18.83M | 4.7% | +2.9% | 0.001% | |
5/16/2025 | Ruane Cunniff & Goldfarb L.P. | 1,725 | $474K | 0.0% | +49.0% | 0.000% | |
5/16/2025 | Ruggaard & Associates LLC | 2,578 | $709K | 0.3% | +3.9% | 0.000% | |
5/16/2025 | Punch & Associates Investment Management Inc. | 412 | $113K | 0.0% | +27.2% | 0.000% | |
5/16/2025 | Pacific Center for Financial Services | 140,049 | $38.49M | 10.2% | -1.0% | 0.002% | |
5/16/2025 | Pinnacle Family Advisors LLC | 1,000 | $275K | 0.1% | -11.1% | 0.000% | |
5/16/2025 | Plancorp LLC | 594,756 | $163.46M | 6.5% | +16.7% | 0.007% | |
5/16/2025 | Plotkin Financial Advisors LLC | 56,471 | $15.52M | 9.5% | +5.6% | 0.001% | |
5/16/2025 | New England Asset Management Inc. | 72,415 | $19.90M | 3.2% | +41.7% | 0.001% | |
5/16/2025 | NewEdge Advisors LLC | 353,786 | $97.23M | 0.6% | +8.0% | 0.004% | |
5/16/2025 | Integrated Wealth Concepts LLC | 184,097 | $50.60M | 0.6% | -1.4% | 0.002% | |
5/16/2025 | Investmark Advisory Group LLC | 934 | $257K | 0.1% | +10.4% | 0.000% | |
5/16/2025 | Gotham Asset Management LLC | 108,751 | $29.89M | 0.2% | +275.2% | 0.001% | |
5/16/2025 | Greenline Partners LLC | 354 | $97K | 0.0% | -99.8% | 0.000% | |
5/16/2025 | Hall Laurie J Trustee | 26,661 | $7.33M | 2.6% | -21.0% | 0.000% | |
5/16/2025 | Claar Advisors LLC | 54,219 | $14.90M | 5.0% | N/A | 0.001% | |
5/16/2025 | Clark Capital Management Group Inc. | 7,198 | $1.98M | 0.0% | -3.0% | 0.000% | |
5/16/2025 | Clifford Group LLC | 728 | $200K | 0.2% | N/A | 0.000% | |
5/16/2025 | Concorde Asset Management LLC | 995 | $268K | 0.1% | -12.6% | 0.000% | |
5/16/2025 | Cook Wealth LLC | 5,776 | $1.59M | 0.8% | -46.6% | 0.000% | |
5/16/2025 | Copperleaf Capital LLC | 7,379 | $2.03M | 1.2% | +20.9% | 0.000% | |
5/16/2025 | Curi RMB Capital LLC | 4,084 | $1.12M | 0.0% | -30.9% | 0.000% | |
5/16/2025 | Alliancebernstein L.P. | 202,594 | $55.68M | 0.0% | +8.6% | 0.002% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 23,803 | $6.54M | 0.6% | +0.4% | 0.000% | |
5/16/2025 | Banque Transatlantique SA | 1,130 | $287K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 610,711 | $167.85M | 0.2% | +33.6% | 0.007% | |
5/16/2025 | AlTi Global Inc. | 531,912 | $146.19M | 3.8% | -0.9% | 0.006% | |
5/16/2025 | Ancora Advisors LLC | 29,627 | $8.14M | 0.2% | +1.6% | 0.000% | |
5/16/2025 | Aprio Wealth Management LLC | 2,673 | $735K | 0.1% | +4.8% | 0.000% | |
5/16/2025 | 1 North Wealth Services LLC | 5,577 | $1.53M | 0.7% | N/A | 0.000% | |
5/16/2025 | 5th Street Advisors LLC | 66,041 | $18.15M | 8.8% | +9.4% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 50,813 | $13.97M | 0.1% | -17.5% | 0.001% | |
5/15/2025 | EP Wealth Advisors LLC | 195,300 | $53.68M | 0.4% | +3.8% | 0.002% | |
5/15/2025 | Ashton Thomas Securities LLC | 9,810 | $2.70M | 0.7% | -1.5% | 0.000% | |
5/15/2025 | First Manhattan CO. LLC. | 10,406 | $2.86M | 0.0% | -45.1% | 0.000% | |
5/15/2025 | GW Henssler & Associates Ltd. | 3,958 | $1.09M | 0.1% | +83.9% | 0.000% | |
5/15/2025 | Capital Investment Counsel LLC | 23,078 | $6.34M | 1.0% | +1.7% | 0.000% | |
5/15/2025 | Obsido Oy | 160,220 | $44.04M | 37.7% | N/A | 0.002% | |
5/15/2025 | Paloma Partners Management Co | 8,791 | $2.42M | 0.3% | +4,295.5% | 0.000% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 426,374 | $117.19M | 1.8% | +32.5% | 0.005% | |
5/15/2025 | Alamar Capital Management LLC | 1,128 | $310K | 0.2% | -9.3% | 0.000% | |
5/15/2025 | Ameriflex Group Inc. | 5,238 | $1.44M | 0.6% | +1.1% | 0.000% | |
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5/15/2025 | Flputnam Investment Management Co. | 157,170 | $43.20M | 0.8% | +9.5% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 4,370,813 | $1.20B | 0.3% | +59.7% | 0.053% | |
5/15/2025 | Betterment LLC | 26,094,613 | $7.17B | 17.0% | -3.2% | 0.315% | |
5/15/2025 | Trace Wealth Advisors LLC | 55,889 | $15.36M | 13.7% | +3.4% | 0.001% | |
5/15/2025 | Weitzel Financial Services Inc. | 24,542 | $6.49M | 3.1% | +2.4% | 0.000% | |
5/15/2025 | Cura Wealth Advisors LLC | 5,461 | $1.50M | 0.6% | +2.2% | 0.000% | |
5/15/2025 | MAI Capital Management | 359,443 | $98.79M | 0.7% | -5.1% | 0.004% | |
5/15/2025 | Lanham O Dell & Company Inc. | 53,771 | $14.78M | 8.6% | -1.4% | 0.001% | |
5/15/2025 | FRG Family Wealth Advisors LLC | 143,167 | $39.35M | 7.6% | -3.5% | 0.002% | |
5/15/2025 | Centric Wealth Management | 743 | $204K | 0.1% | N/A | 0.000% | |