7/1/2025 | Legacy Wealth Management LLC MS | 36,456 | $5.32M | 1.6% | -4.6% | 0.003% | |
7/1/2025 | Park National Corp OH | 6,637 | $969K | 0.0% | -2.3% | 0.000% | |
7/1/2025 | Harbor Investment Advisory LLC | 14,387 | $2.10M | 0.2% | +2.1% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 43,595 | $6.37M | 1.3% | +0.3% | 0.003% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 2,071 | $303K | 0.1% | +15.2% | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 9,381 | $1.37M | 0.2% | -1.0% | 0.001% | |
6/27/2025 | AdviceOne Advisory Services LLC | 550,055 | $72.86M | 59.5% | +7.2% | 0.041% | |
6/18/2025 | Voya Investment Management LLC | 561,667 | $74.40M | 0.1% | -3.3% | 0.042% | |
6/17/2025 | Howe & Rusling Inc. | 25,529 | $3.38M | 0.3% | -1.2% | 0.002% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 61,096 | $8.09M | 4.1% | -0.8% | 0.005% | |
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6/5/2025 | Osterweis Capital Management Inc. | 653 | $86K | 0.0% | -42.4% | 0.000% | |
6/4/2025 | First Hawaiian Bank | 68,103 | $9.02M | 0.4% | -0.8% | 0.005% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 857 | $114K | 0.0% | +23.1% | 0.000% | |
6/3/2025 | Invst LLC | 2,197 | $291K | 0.0% | -9.1% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 9,727 | $1.29M | 0.1% | N/A | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 43,378 | $5.75M | 0.2% | +4.7% | 0.003% | |
5/29/2025 | Nova Wealth Management Inc. | 738 | $98K | 0.1% | -17.5% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 677,436 | $89.35M | 0.1% | +30.5% | 0.051% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 51,131 | $6.77M | 2.5% | -0.8% | 0.004% | |
5/28/2025 | Silicon Valley Capital Partners | 4,108 | $541K | 0.1% | +967.0% | 0.000% | |
5/28/2025 | Strs Ohio | 704,225 | $93.28M | 0.4% | N/A | 0.053% | |
5/28/2025 | GK Wealth Management LLC | 2,778 | $368K | 0.4% | -23.7% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 17,839 | $2.36M | 0.6% | +1.6% | 0.001% | |
5/28/2025 | Wealth Management Associates Inc. | 1,726 | $229K | 0.1% | N/A | 0.000% | |
5/28/2025 | Intrua Financial LLC | 8,907 | $1.18M | 0.2% | -8.2% | 0.001% | |
5/27/2025 | Jacobi Capital Management LLC | 26,814 | $3.55M | 0.3% | +1.6% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 392,224 | $51.95M | 0.8% | +1.3% | 0.029% | |
5/27/2025 | Iron Gate Global Advisors LLC | 158,637 | $21.01M | 2.9% | -2.2% | 0.012% | |
5/23/2025 | Strategic Financial Services Inc. | 2,309 | $306K | 0.0% | -22.3% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 8,198 | $1.09M | 0.3% | -10.6% | 0.001% | |
5/22/2025 | Chelsea Counsel Co. | 24,869 | $3.29M | 1.8% | -1.3% | 0.002% | |
5/21/2025 | MBL Wealth LLC | 8,104 | $1.07M | 0.1% | +12.7% | 0.001% | |
5/21/2025 | McAdam LLC | 4,909 | $650K | 0.0% | -1.7% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 57,289 | $7.59M | 0.0% | +34.0% | 0.004% | |
5/21/2025 | Geneos Wealth Management Inc. | 16,533 | $2.19M | 0.1% | +30.1% | 0.001% | |
5/21/2025 | IFM Investors Pty Ltd | 111,691 | $14.80M | 0.2% | +0.6% | 0.008% | |
5/20/2025 | Fortis Capital Advisors LLC | 7,138 | $945K | 0.2% | N/A | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 39,034 | $5.17M | 0.3% | +38.8% | 0.003% | |
5/20/2025 | Intech Investment Management LLC | 48,512 | $6.43M | 0.1% | -7.9% | 0.004% | |
5/20/2025 | Focus Partners Wealth | 845,529 | $112.00M | 0.3% | +6.0% | 0.063% | |
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5/20/2025 | Flaharty Asset Management LLC | 1,649 | $218K | 0.0% | N/A | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 58,124 | $7.70M | 0.3% | +370.5% | 0.004% | |
5/20/2025 | Ransom Advisory Ltd | 16,732 | $2.22M | 1.1% | N/A | 0.001% | |
5/20/2025 | Anchor Investment Management LLC | 18,227 | $2.41M | 0.2% | -0.5% | 0.001% | |
5/20/2025 | Glenview Trust co | 121,909 | $16.15M | 0.3% | +0.9% | 0.009% | |
5/20/2025 | Plato Investment Management Ltd | 7,962 | $1.07M | 0.1% | -60.5% | 0.001% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 12,083 | $1.60M | 1.2% | -4.4% | 0.001% | |
5/19/2025 | SageView Advisory Group LLC | 15,400 | $2.04M | 0.1% | +9.7% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 4,556 | $603K | 0.0% | +13.2% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 52,779 | $6.99M | 0.1% | N/A | 0.004% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 6,379,460 | $845.02M | 0.2% | +5.3% | 0.478% | |
5/19/2025 | DCM Advisors LLC | 35,188 | $4.64M | 2.5% | -16.2% | 0.003% | |
5/16/2025 | Woodline Partners LP | 643,833 | $85.28M | 0.6% | +60.5% | 0.048% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 982,894 | $130.19M | 1.1% | N/A | 0.074% | |
5/16/2025 | Prostatis Group LLC | 6,591 | $873K | 0.3% | +5.7% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 2,805 | $361K | 0.1% | -6.2% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 82,343 | $10.91M | 0.2% | -2.4% | 0.006% | |
5/16/2025 | Logan Capital Management Inc. | 21,810 | $2.89M | 0.1% | -1.7% | 0.002% | |
5/16/2025 | Peloton Wealth Strategists | 45,425 | $6.02M | 2.5% | -1.1% | 0.003% | |
5/16/2025 | Faithward Advisors LLC | 1,960 | $260K | 0.0% | -5.2% | 0.000% | |
5/16/2025 | MBB Public Markets I LLC | 2,358 | $312K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 39,893 | $5.28M | 0.2% | +108.2% | 0.003% | |
5/16/2025 | Coppell Advisory Solutions LLC | 7,848 | $987K | 0.1% | -24.9% | 0.001% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 21,205 | $2.81M | 0.1% | -6.7% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 10,165 | $1.35M | 0.1% | +4.1% | 0.001% | |
5/16/2025 | Great Lakes Advisors LLC | 1,046,427 | $138.27M | 1.2% | +3.0% | 0.078% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 10,534 | $1.40M | 0.6% | +50.0% | 0.001% | |
5/16/2025 | Caxton Associates LLP | 16,916 | $2.24M | 0.1% | N/A | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 7,464 | $989K | 0.0% | -2.9% | 0.001% | |
5/16/2025 | Hamilton Capital LLC | 2,122 | $281K | 0.0% | +3.6% | 0.000% | |
5/16/2025 | Sciencast Management LP | 26,831 | $3.55M | 0.8% | +1.8% | 0.002% | |
5/16/2025 | Challenger Wealth Management | 2,733 | $362K | 0.3% | +8.0% | 0.000% | |
5/16/2025 | First Dallas Securities Inc. | 2,677 | $355K | 0.1% | N/A | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 74,756 | $9.90M | 0.4% | +7.1% | 0.006% | |
5/16/2025 | Guardian Partners Inc. | 55,766 | $7.39M | 0.8% | +0.9% | 0.004% | |
5/16/2025 | Kestra Investment Management LLC | 11,316 | $1.50M | 0.0% | +29.4% | 0.001% | |
5/16/2025 | Resources Management Corp CT ADV | 58,811 | $7.79M | 1.1% | -0.9% | 0.004% | |
5/16/2025 | Knightsbridge Asset Management LLC | 1,530 | $203K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 166,323 | $21.87M | 0.0% | -68.0% | 0.012% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 3,705 | $491K | 0.4% | N/A | 0.000% | |
5/16/2025 | Talon Private Wealth LLC | 6,456 | $855K | 0.1% | N/A | 0.000% | |
5/16/2025 | Tamar Securities LLC | 159,797 | $21.17M | 2.9% | +4.0% | 0.012% | |
5/16/2025 | Teewinot Capital Advisers L.L.C. | 349,378 | $46.28M | 4.7% | -42.3% | 0.026% | |
5/16/2025 | UniSuper Management Pty Ltd | 695,299 | $92.10M | 0.7% | +0.3% | 0.052% | |
5/16/2025 | Scientech Research LLC | 7,116 | $943K | 0.2% | N/A | 0.001% | |
5/16/2025 | Raab & Moskowitz Asset Management LLC | 6,991 | $926K | 0.2% | -5.9% | 0.001% | |
5/16/2025 | Redwood Financial Network Corp | 1,837 | $243K | 0.2% | N/A | 0.000% | |
5/16/2025 | Sandler Capital Management | 55,996 | $7.42M | 1.9% | +16.2% | 0.004% | |
5/16/2025 | Paradoxiom Capital L.P. | 64,696 | $8.57M | 5.6% | N/A | 0.005% | |
5/16/2025 | Plancorp LLC | 5,390 | $714K | 0.0% | +11.5% | 0.000% | |
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5/16/2025 | New England Asset Management Inc. | 28,410 | $3.76M | 0.6% | -5.8% | 0.002% | |
5/16/2025 | NFJ Investment Group LLC | 20,634 | $2.73M | 0.1% | N/A | 0.002% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 164,694 | $21.82M | 0.1% | +1.3% | 0.012% | |
5/16/2025 | NewEdge Advisors LLC | 155,466 | $20.59M | 0.1% | +3.7% | 0.012% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 977,977 | $129.54M | 0.3% | +50.9% | 0.073% | |
5/16/2025 | Integrated Wealth Concepts LLC | 60,803 | $8.05M | 0.1% | +4.1% | 0.005% | |
5/16/2025 | Ion Asset Management Ltd. | 3,050 | $404K | 0.0% | -61.3% | 0.000% | |
5/16/2025 | Gotham Asset Management LLC | 86,999 | $11.52M | 0.1% | +29.8% | 0.007% | |
5/16/2025 | Hancock Whitney Corp | 16,483 | $2.18M | 0.1% | +4.7% | 0.001% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 13,549 | $1.80M | 0.0% | +165.9% | 0.001% | |