7/25/2025 | Atria Wealth Solutions Inc. | 21,058 | $548K | 0.0% | -75.9% | 0.000% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 60,569 | $1.58M | 0.0% | -17.7% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 126,542 | $3.29M | 0.0% | +11.9% | 0.002% | |
7/25/2025 | Yousif Capital Management LLC | 62,581 | $1.63M | 0.0% | +188.6% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 1,973,638 | $50.27M | 0.1% | +4,056.6% | 0.033% | |
7/25/2025 | LRI Investments LLC | 8,429 | $219K | 0.0% | +8.2% | 0.000% | |
7/25/2025 | CWM LLC | 295,888 | $7.70M | 0.0% | -2.3% | 0.005% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 365,936 | $9.53M | 0.1% | +10.9% | 0.006% | |
7/25/2025 | Concurrent Investment Advisors LLC | 10,650 | $277K | 0.0% | +32.0% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 27,117 | $706K | 0.0% | +2.7% | 0.000% | |
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7/25/2025 | Fifth Third Wealth Advisors LLC | 9,750 | $254K | 0.0% | +15.4% | 0.000% | |
7/25/2025 | Natural Investments LLC | 79,536 | $2.07M | 0.5% | +15.8% | 0.001% | |
7/24/2025 | Trust Co. of Toledo NA OH | 1,500 | $39K | 0.0% | N/A | 0.000% | |
7/24/2025 | PDS Planning Inc | 34,327 | $894K | 0.1% | +8.3% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 34,487 | $898K | 0.0% | +99.1% | 0.001% | |
7/24/2025 | Stiles Financial Services Inc | 54,698 | $1.42M | 0.5% | -17.2% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 227,143 | $5.91M | 0.2% | +234.8% | 0.004% | |
7/24/2025 | Blair William & Co. IL | 57,209 | $1.49M | 0.0% | -1.4% | 0.001% | |
7/24/2025 | US Bancorp DE | 673,867 | $17.54M | 0.0% | +1.9% | 0.011% | |
7/23/2025 | Optas LLC | 19,052 | $496K | 0.1% | +2.7% | 0.000% | |
7/23/2025 | Secured Retirement Advisors LLC | 61,050 | $1.59M | 0.9% | -0.7% | 0.001% | |
7/23/2025 | Abel Hall LLC | 11,245 | $293K | 0.1% | -10.6% | 0.000% | |
7/23/2025 | Venturi Wealth Management LLC | 14,290 | $372K | 0.0% | N/A | 0.000% | |
7/23/2025 | DMC Group LLC | 40,523 | $1.06M | 0.8% | +3.2% | 0.001% | |
7/23/2025 | Avantra Family Wealth Inc. | 31,358 | $816K | 0.7% | -3.9% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 26,608 | $693K | 0.0% | -3.2% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 176,669 | $4.60M | 0.0% | -7.9% | 0.003% | |
7/22/2025 | Marks Group Wealth Management Inc | 72,768 | $1.89M | 0.2% | +1.4% | 0.001% | |
7/22/2025 | Highland Capital Management LLC | 195,425 | $5.09M | 0.3% | -3.5% | 0.003% | |
7/22/2025 | Boston Common Asset Management LLC | 263,746 | $6.87M | 0.2% | -19.2% | 0.004% | |
7/22/2025 | Figure 8 Investment Strategies LLC | 109,388 | $2.85M | 2.8% | +4.4% | 0.002% | |
7/21/2025 | QRG Capital Management Inc. | 585,467 | $15.24M | 0.1% | +17.6% | 0.010% | |
7/21/2025 | Successful Portfolios LLC | 95,176 | $2.48M | 1.5% | -3.4% | 0.002% | |
7/21/2025 | Grassi Investment Management | 13,875 | $361K | 0.0% | -6.7% | 0.000% | |
7/21/2025 | Franklin Street Advisors Inc. NC | 14,770 | $384K | 0.0% | -9.3% | 0.000% | |
7/21/2025 | Ascent Group LLC | 15,985 | $416K | 0.0% | +32.7% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,513 | $91K | 0.0% | N/A | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 22,554 | $587K | 0.0% | +138.2% | 0.000% | |
7/21/2025 | Hilltop National Bank | 4,105 | $107K | 0.0% | N/A | 0.000% | |
7/21/2025 | J. Safra Sarasin Holding AG | 155,445 | $4.05M | 0.1% | -4.1% | 0.003% | |
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7/18/2025 | Philip James Wealth Mangement LLC | 15,953 | $415K | 0.1% | +6.4% | 0.000% | |
7/18/2025 | BSW Wealth Partners | 27,361 | $712K | 0.1% | +2.6% | 0.000% | |
7/18/2025 | Trust Co. of Vermont | 4,500 | $117K | 0.0% | N/A | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 7,921 | $206K | 0.1% | N/A | 0.000% | |
7/18/2025 | Columbia Asset Management | 109,248 | $2.84M | 0.6% | +2.8% | 0.002% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 145,750 | $3.79M | 0.3% | -12.1% | 0.002% | |
7/17/2025 | Greenleaf Trust | 74,096 | $1.93M | 0.0% | -0.6% | 0.001% | |
7/17/2025 | HB Wealth Management LLC | 26,158 | $681K | 0.0% | -18.9% | 0.000% | |
7/17/2025 | Janney Montgomery Scott LLC | 138,214 | $3.60M | 0.0% | +3.2% | 0.002% | |
7/17/2025 | Archford Capital Strategies LLC | 42,338 | $1.10M | 0.1% | N/A | 0.001% | |
7/17/2025 | GC Wealth Management RIA LLC | 16,922 | $440K | 0.0% | N/A | 0.000% | |
7/17/2025 | Hanson & Doremus Investment Management | 63,798 | $1.66M | 0.2% | -6.9% | 0.001% | |
7/17/2025 | Klein Pavlis & Peasley Financial Inc. | 43,800 | $1.14M | 0.8% | N/A | 0.001% | |
7/17/2025 | Delta Capital Management LLC | 155,525 | $4.05M | 1.5% | -1.0% | 0.003% | |
7/17/2025 | Moody Lynn & Lieberson LLC | 81,838 | $2.13M | 0.1% | +38.2% | 0.001% | |
7/17/2025 | Avior Wealth Management LLC | 10,213 | $266K | 0.0% | -12.0% | 0.000% | |
7/17/2025 | Sage Rhino Capital LLC | 25,299 | $659K | 0.1% | +2.6% | 0.000% | |
7/17/2025 | LVW Advisors LLC | 21,077 | $549K | 0.1% | N/A | 0.000% | |
7/16/2025 | Signaturefd LLC | 147,907 | $3.85M | 0.1% | +1.0% | 0.002% | |
7/16/2025 | Eagle Global Advisors LLC | 264,690 | $6.89M | 0.3% | +0.2% | 0.004% | |
7/16/2025 | Kathmere Capital Management LLC | 30,163 | $785K | 0.1% | +50.4% | 0.000% | |
7/16/2025 | Traveka Wealth LLC | 14,930 | $389K | 0.2% | +4.7% | 0.000% | |
7/15/2025 | TD Private Client Wealth LLC | 59,663 | $1.55M | 0.0% | -18.7% | 0.001% | |
7/15/2025 | Alhambra Investment Management LLC | 39,991 | $1.04M | 0.5% | +3.9% | 0.001% | |
7/15/2025 | Financial Management Professionals Inc. | 1,980 | $52K | 0.0% | +81.5% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 83,079 | $2.16M | 0.0% | -4.3% | 0.001% | |
7/15/2025 | Norden Group LLC | 34,215 | $891K | 0.1% | -2.2% | 0.001% | |
7/15/2025 | Fifth Third Bancorp | 157,030 | $4.09M | 0.0% | -5.0% | 0.003% | |
7/15/2025 | Pictet North America Advisors SA | 1,449,910 | $37.74M | 3.7% | +10.2% | 0.024% | |
7/14/2025 | Opal Wealth Advisors LLC | 2,655 | $69K | 0.0% | N/A | 0.000% | |
7/14/2025 | Seed Wealth Management Inc. | 25,125 | $654K | 0.5% | -3.6% | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 43,589 | $1.14M | 0.1% | +11.3% | 0.001% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 16,059 | $418K | 0.0% | +8.4% | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 13,318 | $347K | 0.0% | +3.7% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 39,923 | $1.04M | 0.5% | +3.5% | 0.001% | |
7/11/2025 | BTC Capital Management Inc. | 89,408 | $2.33M | 0.2% | +1.8% | 0.001% | |
7/11/2025 | Cardinal Capital Management Inc. | 1,536,850 | $40.00M | 1.3% | -3.7% | 0.025% | |
7/11/2025 | Farther Finance Advisors LLC | 14,529 | $378K | 0.0% | +26.5% | 0.000% | |
7/11/2025 | UMB Bank n.a. | 6,932 | $180K | 0.0% | +26.0% | 0.000% | |
7/11/2025 | Diversified Trust Co | 10,176 | $265K | 0.0% | -7.9% | 0.000% | |
7/10/2025 | Contravisory Investment Management Inc. | 9,615 | $250K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 110,864 | $2.84M | 0.0% | +11.1% | 0.002% | |
7/10/2025 | Wedmont Private Capital | 18,879 | $475K | 0.0% | +17.2% | 0.000% | |
7/9/2025 | Sivia Capital Partners LLC | 22,013 | $573K | 0.2% | +23.4% | 0.000% | |
7/9/2025 | Sunpointe LLC | 12,984 | $338K | 0.1% | +36.9% | 0.000% | |
7/9/2025 | Baron Wealth Management LLC | 17,764 | $462K | 0.2% | +10.0% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 55,754 | $1.45M | 0.1% | +6.1% | 0.001% | |
7/9/2025 | Riversedge Advisors LLC | 10,835 | $282K | 0.1% | +16.2% | 0.000% | |
7/8/2025 | Little House Capital LLC | 101,667 | $2.65M | 0.7% | +49.4% | 0.002% | |
7/8/2025 | Baker Ellis Asset Management LLC | 7,775 | $202K | 0.0% | N/A | 0.000% | |
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7/8/2025 | Parallel Advisors LLC | 33,189 | $864K | 0.0% | -1.9% | 0.001% | |
7/7/2025 | Somerset Trust Co | 19,192 | $500K | 0.2% | +8.3% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 77,583 | $2.02M | 0.6% | -0.5% | 0.001% | |
7/2/2025 | Central Pacific Bank Trust Division | 101,000 | $2.63M | 0.3% | -1.5% | 0.002% | |
7/1/2025 | Confluence Investment Management LLC | 44,816 | $1.17M | 0.0% | +4.3% | 0.001% | |
6/18/2025 | Voya Investment Management LLC | 112,340 | $2.85M | 0.0% | N/A | 0.002% | |
5/29/2025 | Rhumbline Advisers | 87,783 | $2.23M | 0.0% | -5.9% | 0.001% | |
5/28/2025 | Ellsworth Advisors LLC | 93,156 | $2.37M | 0.6% | +0.9% | 0.002% | |
5/21/2025 | Acadian Asset Management LLC | 18,662 | $473K | 0.0% | -51.7% | 0.000% | |
5/21/2025 | Geneos Wealth Management Inc. | 9,239 | $235K | 0.0% | +33.8% | 0.000% | |