5/27/2025 | Jacobi Capital Management LLC | 9,685 | $438K | 0.0% | +21.8% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 4,628 | $209K | 0.0% | -69.7% | 0.000% | |
5/27/2025 | SWS Partners | 83,319 | $3.77M | 1.2% | +0.5% | 0.003% | |
5/23/2025 | Strategic Financial Services Inc. | 11,950 | $541K | 0.0% | +3.9% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 16,773 | $759K | 0.3% | -5.4% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 47,575 | $2.15M | 0.2% | +1.8% | 0.002% | |
5/21/2025 | McAdam LLC | 94,315 | $4.27M | 0.3% | -16.8% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 240,089 | $10.87M | 0.4% | +78.8% | 0.009% | |
5/20/2025 | Tenret Co LLC | 176,956 | $8.01M | 4.9% | +6.3% | 0.007% | |
5/20/2025 | Belpointe Asset Management LLC | 21,758 | $984K | 0.1% | -79.1% | 0.001% | |
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5/20/2025 | Fortis Capital Advisors LLC | 16,124 | $730K | 0.1% | +77.4% | 0.001% | |
5/20/2025 | Focus Partners Wealth | 2,989,444 | $135.30M | 0.3% | +7.8% | 0.116% | |
5/20/2025 | Integrity Alliance LLC. | 5,277 | $239K | 0.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 128,554 | $5.82M | 0.1% | +0.2% | 0.005% | |
5/19/2025 | SageView Advisory Group LLC | 26,288 | $1.19M | 0.1% | -7.2% | 0.001% | |
5/19/2025 | SCS Capital Management LLC | 3,804,080 | $172.17M | 2.2% | +24.8% | 0.147% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 35,676 | $1.62M | 1.2% | +1.9% | 0.001% | |
5/16/2025 | Empowered Funds LLC | 1,325,766 | $60.00M | 0.9% | +3.2% | 0.051% | |
5/16/2025 | AAF Wealth Management LLC | 5,676 | $257K | 0.1% | +6.0% | 0.000% | |
5/16/2025 | Ascent Group LLC | 172,035 | $7.79M | 0.3% | +185.5% | 0.007% | |
5/16/2025 | Arete Wealth Advisors LLC | 116,510 | $5.27M | 0.4% | +29.3% | 0.005% | |
5/16/2025 | Great Lakes Advisors LLC | 42,176 | $1.91M | 0.0% | -17.7% | 0.002% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 247,561 | $11.21M | 0.3% | +12.0% | 0.010% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 136,944 | $6.20M | 0.2% | +8.9% | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 16,575,870 | $750.22M | 0.1% | -7.4% | 0.642% | |
5/16/2025 | Kestra Investment Management LLC | 5,528 | $250K | 0.0% | -83.0% | 0.000% | |
5/16/2025 | Resources Management Corp CT ADV | 5,470 | $248K | 0.0% | -8.9% | 0.000% | |
5/16/2025 | Cape Investment Advisory Inc. | 7,257 | $328K | 0.1% | +102.5% | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 2,681,298 | $122.87M | 0.1% | -2.7% | 0.104% | |
5/16/2025 | Obsidian Personal Planning Solutions LLC | 17,742 | $803K | 0.4% | -5.5% | 0.001% | |
5/16/2025 | Financial Strategies Group Inc. | 79,479 | $3.46M | 0.8% | +1.4% | 0.003% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 8,182 | $370K | 0.3% | N/A | 0.000% | |
5/16/2025 | Talon Private Wealth LLC | 103,524 | $4.65M | 0.6% | +307.9% | 0.004% | |
5/16/2025 | Tamar Securities LLC | 153,749 | $6.96M | 0.9% | +8.4% | 0.006% | |
5/16/2025 | Rockport Wealth LLC | 12,147 | $550K | 0.2% | -18.7% | 0.000% | |
5/16/2025 | Plancorp LLC | 143,880 | $6.51M | 0.3% | +11.2% | 0.006% | |
5/16/2025 | Nepc LLC | 2,113,375 | $95.65M | 2.6% | -28.6% | 0.082% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 8,864,578 | $401.21M | 1.8% | +5,742.6% | 0.344% | |
5/16/2025 | NewEdge Advisors LLC | 1,028,320 | $46.54M | 0.3% | +3.6% | 0.040% | |
5/16/2025 | Integrated Wealth Concepts LLC | 848,829 | $38.42M | 0.4% | +2.5% | 0.033% | |
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5/16/2025 | Greenline Partners LLC | 447,396 | $20.25M | 3.0% | +0.6% | 0.017% | |
5/16/2025 | Hancock Whitney Corp | 69,812 | $3.16M | 0.1% | -47.1% | 0.003% | |
5/16/2025 | Banque Transatlantique SA | 802 | $34K | 0.0% | N/A | 0.000% | |
5/16/2025 | Beaird Harris Wealth Management LLC | 13,823 | $626K | 0.1% | -11.9% | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 2,425,579 | $109.78M | 0.0% | -21.5% | 0.094% | |
5/16/2025 | AQR Capital Management LLC | 122,480 | $5.54M | 0.0% | +122.9% | 0.005% | |
5/16/2025 | AlTi Global Inc. | 45,884 | $2.08M | 0.1% | -4.6% | 0.002% | |
5/16/2025 | Amundi | 361,661 | $16.14M | 0.0% | +14.8% | 0.014% | |
5/16/2025 | Ancora Advisors LLC | 121,964 | $5.52M | 0.1% | -1.4% | 0.005% | |
5/16/2025 | Aprio Wealth Management LLC | 4,669 | $211K | 0.0% | -15.2% | 0.000% | |
5/16/2025 | Angeles Investment Advisors LLC | 23,998 | $1.09M | 0.1% | -36.2% | 0.001% | |
5/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 41,112 | $1.86M | 0.3% | -9.5% | 0.002% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 42,949 | $1.94M | 0.0% | +0.6% | 0.002% | |
5/15/2025 | EP Wealth Advisors LLC | 5,412,696 | $244.98M | 2.0% | +13.6% | 0.210% | |
5/15/2025 | First Manhattan CO. LLC. | 104,435 | $4.73M | 0.0% | +6.9% | 0.004% | |
5/15/2025 | Obsido Oy | 158,696 | $7.18M | 6.2% | N/A | 0.006% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 347,260 | $15.72M | 0.2% | +3.7% | 0.013% | |
5/15/2025 | First Financial Bankshares Inc | 954,066 | $43.18M | 0.9% | +0.9% | 0.037% | |
5/15/2025 | Alamar Capital Management LLC | 10,666 | $483K | 0.3% | -23.7% | 0.000% | |
5/15/2025 | Flputnam Investment Management Co. | 14,292 | $647K | 0.0% | -9.5% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 13,182,901 | $596.66M | 0.1% | +4.0% | 0.511% | |
5/15/2025 | Betterment LLC | 55,807,069 | $2.53B | 6.0% | -6.7% | 2.163% | |
5/15/2025 | MAI Capital Management | 3,360,460 | $152.09M | 1.1% | +7.4% | 0.130% | |
5/15/2025 | Calton & Associates Inc. | 13,336 | $604K | 0.1% | N/A | 0.001% | |
5/15/2025 | Wit LLC | 34,426,724 | $1.56B | 38.3% | +103,498.2% | 1.334% | |
5/15/2025 | Connecticut Wealth Management LLC | 54,743 | $2.48M | 0.1% | N/A | 0.002% | |
5/15/2025 | Certior Financial Group LLC | 30,591 | $1.39M | 1.1% | +51.7% | 0.001% | |
5/15/2025 | Titleist Asset Management LLC | 49,631 | $2.25M | 0.3% | +10.7% | 0.002% | |
5/15/2025 | Baird Financial Group Inc. | 4,677,575 | $211.71M | 0.4% | +14.0% | 0.181% | |
5/15/2025 | Activest Wealth Management | 6,046 | $274K | 0.1% | -5.0% | 0.000% | |
5/15/2025 | OLD Mission Capital LLC | 434,112 | $19.65M | 0.3% | -87.7% | 0.017% | |
5/15/2025 | Vident Advisory LLC | 108,873 | $4.93M | 0.1% | -73.5% | 0.004% | |
5/15/2025 | Evergreen Capital Management LLC | 29,738 | $1.35M | 0.0% | +5.9% | 0.001% | |
5/15/2025 | The Manufacturers Life Insurance Company | 3,512,348 | $158.97M | 0.2% | -24.4% | 0.136% | |
5/15/2025 | GKV Capital Management Co. Inc. | 40,510 | $1.83M | 0.6% | N/A | 0.002% | |
5/15/2025 | WPG Advisers LLC | 5,664 | $256K | 0.2% | N/A | 0.000% | |
5/15/2025 | Tortoise Investment Management LLC | 177,483 | $8.03M | 0.8% | -3.5% | 0.007% | |
5/15/2025 | Trexquant Investment LP | 8,925 | $404K | 0.0% | +12.8% | 0.000% | |
5/15/2025 | Oarsman Capital Inc. | 9,511 | $430K | 0.1% | -4.0% | 0.000% | |
5/15/2025 | Okabena Investment Services Inc. | 272,264 | $12.32M | 3.1% | +52.5% | 0.011% | |
5/15/2025 | Cape ANN Savings Bank | 16,379 | $741K | 0.5% | -7.7% | 0.001% | |
5/14/2025 | Wealth Preservation Advisors LLC | 1,584 | $72K | 0.1% | N/A | 0.000% | |
5/14/2025 | Note Advisors LLC | 14,983 | $678K | 0.6% | -27.6% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 79,791 | $3.61M | 0.0% | +118.6% | 0.003% | |
5/14/2025 | CreativeOne Wealth LLC | 496,050 | $22.45M | 0.7% | +0.8% | 0.019% | |
5/14/2025 | Warwick Investment Management Inc. | 24,695 | $1.12M | 0.2% | +27.4% | 0.001% | |
5/14/2025 | Zuckerman Investment Group LLC | 499,757 | $22.62M | 2.4% | -1.2% | 0.019% | |
5/14/2025 | Redwood Investment Management LLC | 419,854 | $19.00M | 2.1% | +1,133.6% | 0.016% | |
5/14/2025 | Per Stirling Capital Management LLC. | 65,823 | $2.98M | 0.4% | +189.8% | 0.003% | |
5/14/2025 | Nicolet Bankshares Inc. | 13,907 | $629K | 0.1% | +27.8% | 0.001% | |
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5/14/2025 | Kitching Partners LLC | 79,202 | $3.59M | 4.1% | +16.8% | 0.003% | |
5/14/2025 | Causeway Capital Management LLC | 30,533 | $1.38M | 0.0% | +102.3% | 0.001% | |
5/14/2025 | PKS Advisory Services LLC | 13,997 | $634K | 0.2% | -72.3% | 0.001% | |
5/14/2025 | WCG Wealth Advisors LLC | 14,844 | $672K | 0.1% | -12.7% | 0.001% | |
5/14/2025 | Potomac Fund Management Inc. ADV | 6,853 | $297K | 0.3% | -13.1% | 0.000% | |
5/14/2025 | South Plains Financial Inc. | 39,065 | $1.77M | 1.4% | -1.7% | 0.002% | |
5/14/2025 | Full Sail Capital LLC | 537,352 | $24.32M | 1.6% | -1.5% | 0.021% | |
5/14/2025 | Bakala Capital LLC | 37,660 | $1.71M | 9.8% | +16.0% | 0.001% | |
5/14/2025 | RPTC Inc. | 220,778 | $9.99M | 2.0% | -25.0% | 0.009% | |
5/14/2025 | Apexium Financial LP | 32,447 | $1.47M | 0.1% | +54.1% | 0.001% | |