4/23/2025 | KPP Advisory Services LLC | 11,454 | $327K | 0.1% | +7.3% | 0.001% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 2,461 | $70K | 0.0% | -54.8% | 0.000% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 870,024 | $24.82M | 0.0% | +28.6% | 0.039% | |
4/23/2025 | Sequoia Financial Advisors LLC | 179,404 | $5.12M | 0.0% | +0.9% | 0.008% | |
4/23/2025 | Phillips Wealth Planners LLC | 20,337 | $538K | 0.6% | -7.5% | 0.001% | |
4/23/2025 | Perigon Wealth Management LLC | 14,717 | $420K | 0.0% | +3.9% | 0.001% | |
4/23/2025 | Tyche Wealth Partners LLC | 20,952 | $598K | 0.1% | +62.1% | 0.001% | |
4/23/2025 | HBK Sorce Advisory LLC | 7,379 | $211K | 0.0% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 6,887 | $197K | 0.0% | +105.7% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 5,992,665 | $170.97M | 0.3% | -6.9% | 0.270% | |
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4/23/2025 | Mattern Capital Management LLC | 7,180 | $205K | 0.0% | N/A | 0.000% | |
4/23/2025 | Silver Lake Advisory LLC | 228,701 | $6.53M | 2.8% | -0.6% | 0.010% | |
4/23/2025 | Penn Davis Mcfarland Inc. | 1,775,078 | $50.64M | 6.0% | -1.2% | 0.080% | |
4/23/2025 | Moran Wealth Management LLC | 156,813 | $4.47M | 0.2% | +3.8% | 0.007% | |
4/23/2025 | International Assets Investment Management LLC | 94,429 | $2.69M | 0.1% | -3.2% | 0.004% | |
4/23/2025 | Gerber LLC | 7,185 | $205K | 0.2% | N/A | 0.000% | |
4/23/2025 | Vectors Research Management LLC | 128,364 | $3.66M | 1.3% | +2.1% | 0.006% | |
4/23/2025 | Balboa Wealth Partners | 10,131 | $289K | 0.1% | -49.4% | 0.000% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 1,014,011 | $28.93M | 0.1% | 0.0% | 0.046% | |
4/23/2025 | Southern Capital Advisors LLC | 10,775 | $307K | 0.2% | +14.9% | 0.000% | |
4/23/2025 | Clearview Wealth Advisors LLC | 15,724 | $449K | 0.3% | -2.7% | 0.001% | |
4/23/2025 | Asset Management One Co. Ltd. | 996,681 | $28.44M | 0.1% | +9.3% | 0.045% | |
4/23/2025 | Chapin Davis Inc. | 29,419 | $839K | 0.3% | -7.7% | 0.001% | |
4/23/2025 | Uncommon Cents Investing LLC | 55,015 | $1.57M | 0.5% | -1.6% | 0.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 458,117 | $13.07M | 0.2% | +7.7% | 0.021% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 109,874 | $3.14M | 0.0% | +21.9% | 0.005% | |
4/23/2025 | Continuum Advisory LLC | 10,597 | $302K | 0.0% | +12.1% | 0.000% | |
4/22/2025 | Consolidated Planning Corp | 300,616 | $8.58M | 1.2% | +1.5% | 0.014% | |
4/22/2025 | HWG Holdings LP | 153,544 | $4.38M | 2.0% | N/A | 0.007% | |
4/22/2025 | Pursue Wealth Partners LLC | 9,012 | $257K | 0.2% | N/A | 0.000% | |
4/22/2025 | TrueMark Investments LLC | 138,567 | $3.95M | 1.0% | +10.6% | 0.006% | |
4/22/2025 | Jmac Enterprises LLC | 27,400 | $782K | 0.2% | +28.6% | 0.001% | |
4/22/2025 | Flagship Harbor Advisors LLC | 14,216 | $406K | 0.0% | -4.3% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 582,712 | $16.63M | 0.1% | +16.0% | 0.026% | |
4/22/2025 | Comprehensive Money Management Services LLC | 66,831 | $1.91M | 1.5% | -1.5% | 0.003% | |
4/22/2025 | Mendota Financial Group LLC | 1,120 | $32K | 0.0% | -74.4% | 0.000% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 56,375 | $1.61M | 0.1% | +136.4% | 0.003% | |
4/22/2025 | Childress Capital Advisors LLC | 7,586 | $216K | 0.1% | N/A | 0.000% | |
4/22/2025 | Crews Bank & Trust | 23,271 | $664K | 0.1% | -2.0% | 0.001% | |
4/22/2025 | Buck Wealth Strategies LLC | 7,334 | $209K | 0.0% | N/A | 0.000% | |
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4/22/2025 | Nilsine Partners LLC | 16,457 | $470K | 0.1% | -2.4% | 0.001% | |
4/22/2025 | Register Financial Advisors LLC | 11,500 | $328K | 0.2% | -24.0% | 0.001% | |
4/22/2025 | Praxis Investment Management Inc. | 207,480 | $5.92M | 0.4% | +46.2% | 0.009% | |
4/22/2025 | Stonegate Investment Group LLC | 28,371 | $809K | 0.0% | +9.8% | 0.001% | |
4/22/2025 | PFG Investments LLC | 38,979 | $1.11M | 0.1% | -3.8% | 0.002% | |
4/22/2025 | Putney Financial Group LLC | 5,220 | $149K | 0.1% | -8.3% | 0.000% | |
4/22/2025 | Evanson Asset Management LLC | 16,408 | $468K | 0.0% | +24.0% | 0.001% | |
4/22/2025 | Private Wealth Partners LLC | 298,389 | $8.51M | 0.7% | -0.5% | 0.013% | |
4/22/2025 | Advisor Resource Council | 24,071 | $678K | 0.1% | N/A | 0.001% | |
4/22/2025 | Segment Wealth Management LLC | 34,702 | $990K | 0.1% | +33.7% | 0.002% | |
4/21/2025 | Osborne Partners Capital Management LLC | 398,207 | $11.36M | 0.7% | -1.7% | 0.018% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 16,754 | $478K | 0.4% | N/A | 0.001% | |
4/21/2025 | Avior Wealth Management LLC | 126,363 | $3.61M | 0.1% | +5.0% | 0.006% | |
4/21/2025 | ORG Partners LLC | 6,157 | $176K | 0.0% | -27.5% | 0.000% | |
4/21/2025 | Cherry Tree Wealth Management LLC | 7,637 | $218K | 0.1% | -55.4% | 0.000% | |
4/21/2025 | Retirement Systems of Alabama | 1,659,402 | $47.34M | 0.2% | -1.0% | 0.075% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 31,230 | $891K | 0.3% | +1.5% | 0.001% | |
4/21/2025 | Blue Trust Inc. | 24,649 | $703K | 0.0% | +3.9% | 0.001% | |
4/21/2025 | Silver Oak Securities Incorporated | 15,326 | $435K | 0.0% | -9.1% | 0.001% | |
4/21/2025 | United Advisor Group LLC | 21,227 | $606K | 0.1% | -36.1% | 0.001% | |
4/21/2025 | ORG Wealth Partners LLC | 17,116 | $490K | 0.2% | +2.7% | 0.001% | |
4/21/2025 | TTP Investments Inc. | 79,061 | $2.26M | 1.0% | +8.6% | 0.004% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 494,460 | $14.11M | 0.1% | -16.7% | 0.022% | |
4/21/2025 | Adams Asset Advisors LLC | 137,628 | $3.93M | 0.5% | -26.8% | 0.006% | |
4/21/2025 | Janney Capital Management LLC | 104,057 | $2.97M | 0.2% | -4.7% | 0.005% | |
4/21/2025 | Johnson Investment Counsel Inc. | 16,369 | $467K | 0.0% | +12.2% | 0.001% | |
4/21/2025 | Steel Grove Capital Advisors LLC | 94,913 | $2.71M | 0.4% | -14.1% | 0.004% | |
4/21/2025 | Community Bank N.A. | 67,162 | $1.92M | 0.3% | +5.8% | 0.003% | |
4/21/2025 | Aspiriant LLC | 23,738 | $677K | 0.0% | +1.7% | 0.001% | |
4/21/2025 | Kiley Juergens Wealth Management LLC | 10,577 | $302K | 0.1% | N/A | 0.000% | |
4/21/2025 | State of Alaska Department of Revenue | 226,547 | $6.46M | 0.1% | +2.8% | 0.010% | |
4/21/2025 | CWA Asset Management Group LLC | 69,608 | $1.99M | 0.1% | +10.3% | 0.003% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 9,713 | $278K | 0.0% | -6.3% | 0.000% | |
4/18/2025 | Cornerstone Wealth Management LLC | 34,191 | $975K | 0.1% | -4.9% | 0.002% | |
4/18/2025 | Clarius Group LLC | 8,827 | $252K | 0.0% | -6.2% | 0.000% | |
4/18/2025 | San Luis Wealth Advisors LLC | 22,014 | $628K | 0.1% | -31.6% | 0.001% | |
4/18/2025 | Bell Bank | 254,375 | $7.26M | 0.4% | +5.6% | 0.011% | |
4/18/2025 | Rakuten Securities Inc. | 956 | $27K | 0.0% | -36.9% | 0.000% | |
4/17/2025 | Robertson Stephens Wealth Management LLC | 17,317 | $494K | 0.0% | +10.5% | 0.001% | |
4/17/2025 | Patton Fund Management Inc. | 198,265 | $5.66M | 1.4% | N/A | 0.009% | |
4/17/2025 | Inscription Capital LLC | 151,239 | $4.32M | 0.7% | N/A | 0.007% | |
4/17/2025 | Fortitude Advisory Group L.L.C. | 10,170 | $274K | 0.2% | +5.3% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 1,115 | $32K | 0.0% | +2,913.5% | 0.000% | |
4/17/2025 | Grimes & Company Inc. | 12,771 | $364K | 0.0% | -7.8% | 0.001% | |
4/17/2025 | QRG Capital Management Inc. | 345,591 | $9.86M | 0.1% | +6.2% | 0.016% | |
4/17/2025 | Sagespring Wealth Partners LLC | 21,471 | $613K | 0.0% | +15.2% | 0.001% | |
4/17/2025 | Precedent Wealth Partners LLC | 69,611 | $1.99M | 0.6% | +18.4% | 0.003% | |
4/17/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 35,007 | $943K | 0.4% | -3.4% | 0.002% | |
4/17/2025 | Sowell Financial Services LLC | 79,825 | $2.28M | 0.1% | +0.5% | 0.004% | |
4/17/2025 | Janney Montgomery Scott LLC | 1,479,940 | $42.22M | 0.1% | -4.9% | 0.067% | |
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4/17/2025 | Mission Wealth Management LP | 8,376 | $239K | 0.0% | N/A | 0.000% | |
4/17/2025 | Columbus Macro LLC | 343,461 | $9.80M | 1.3% | +7.4% | 0.015% | |
4/17/2025 | Brown Miller Wealth Management LLC | 27,244 | $777K | 0.3% | +140.2% | 0.001% | |
4/17/2025 | Cyndeo Wealth Partners LLC | 283,769 | $8.10M | 0.5% | -7.5% | 0.013% | |
4/17/2025 | Morton Capital Management LLC CA | 37,981 | $1.08M | 0.2% | +1.0% | 0.002% | |
4/17/2025 | Brighton Jones LLC | 12,976 | $370K | 0.0% | +15.3% | 0.001% | |
4/17/2025 | Exchange Traded Concepts LLC | 2,049,278 | $58.47M | 1.0% | +2.6% | 0.092% | |
4/17/2025 | Sound Income Strategies LLC | 14,336 | $409K | 0.0% | +164.5% | 0.001% | |
4/17/2025 | Ritholtz Wealth Management | 29,239 | $834K | 0.0% | -4.8% | 0.001% | |
4/17/2025 | Tcfg Wealth Management LLC | 34,705 | $990K | 0.5% | +8.1% | 0.002% | |