8/22/2025 | TT Capital Management LLC | 9,135 | $5.28M | 1.7% | N/A | 0.001% | |
8/22/2025 | Cim Investment Management Inc. | 124,350 | $77.21M | 14.7% | -51.9% | 0.012% | |
8/20/2025 | Thompson Davis & CO. Inc. | 379 | $235K | 0.1% | N/A | 0.000% | |
8/20/2025 | Forefront Wealth Partners LLC | 27,578 | $16.32M | 10.9% | +25.4% | 0.003% | |
8/20/2025 | Coppell Advisory Solutions LLC | 8,020 | $4.95M | 0.6% | N/A | 0.001% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 59,254 | $36.79M | 1.7% | N/A | 0.006% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 14,799 | $9.19M | 1.5% | +13.5% | 0.001% | |
8/19/2025 | Cape Investment Advisory Inc. | 2,807 | $1.74M | 0.6% | +35.9% | 0.000% | |
8/19/2025 | MRP Capital Investments LLC | 11,220 | $6.97M | 4.8% | +2.5% | 0.001% | |
8/19/2025 | Advisory Services Network LLC | 172,387 | $109.45M | 1.8% | -19.6% | 0.017% | |
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8/19/2025 | Cim LLC | 5,829 | $3.62M | 0.5% | -0.4% | 0.001% | |
8/19/2025 | Anchor Investment Management LLC | 488 | $303K | 0.0% | +33.0% | 0.000% | |
8/19/2025 | Asset Dedication LLC | 5,719 | $3.55M | 0.3% | +0.4% | 0.001% | |
8/19/2025 | Element Pointe Advisors LLC | 258,153 | $160.29M | 38.8% | -7.6% | 0.026% | |
8/19/2025 | Hohimer Wealth Management LLC | 11,799 | $7.33M | 1.3% | +34.3% | 0.001% | |
8/19/2025 | Pitcairn Co. | 14,513 | $9.01M | 0.6% | +17.1% | 0.001% | |
8/18/2025 | Old North State Trust LLC | 4,519 | $2.81M | 1.9% | +12.6% | 0.000% | |
8/18/2025 | Tyler Stone Wealth Management | 36,010 | $22.36M | 3.6% | -1.5% | 0.004% | |
8/18/2025 | Tactive Advisors LLC | 996 | $618K | 0.2% | N/A | 0.000% | |
8/18/2025 | N.E.W. Advisory Services LLC | 1,243 | $772K | 0.1% | -15.1% | 0.000% | |
8/18/2025 | Geneos Wealth Management Inc. | 197,471 | $122.61M | 3.0% | +28.5% | 0.020% | |
8/18/2025 | Hollencrest Capital Management | 71,167 | $44.19M | 1.9% | -5.2% | 0.007% | |
8/18/2025 | Westwood Holdings Group Inc. | 71,942 | $44.67M | 0.3% | +2.2% | 0.007% | |
8/18/2025 | Kestra Investment Management LLC | 6,187 | $3.84M | 0.1% | +1.7% | 0.001% | |
8/18/2025 | Second Line Capital LLC | 2,675 | $1.66M | 0.4% | -9.1% | 0.000% | |
8/16/2025 | AMS Capital Ltda | 56,983 | $35.38M | 13.4% | -6.8% | 0.006% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 54,396 | $33.77M | 4.6% | -0.9% | 0.005% | |
8/16/2025 | Teachers Insurance & Annuity Association of America | 41,074 | $25.50M | 31.8% | -1.0% | 0.004% | |
8/16/2025 | Evergreen Capital Management LLC | 25,899 | $16.08M | 0.5% | +9.2% | 0.003% | |
8/15/2025 | Strategic Investment Advisors MI | 1,135 | $705K | 0.1% | +10.1% | 0.000% | |
8/15/2025 | High Falls Advisors Inc | 57,857 | $35.92M | 7.9% | -45.0% | 0.006% | |
8/15/2025 | Tower Research Capital LLC TRC | 29,084 | $18.06M | 0.5% | N/A | 0.003% | |
8/15/2025 | First Heartland Consultants Inc. | 9,046 | $5.62M | 0.5% | -20.5% | 0.001% | |
8/15/2025 | Brooks Moore & Associates Inc. | 1,525 | $968K | 0.5% | -11.6% | 0.000% | |
8/15/2025 | Synergy Financial Group LTD | 661 | $410K | 0.3% | +2.5% | 0.000% | |
8/15/2025 | Global View Capital Management LLC | 6,157 | $3.82M | 1.2% | +214.0% | 0.001% | |
8/15/2025 | Security National Bank of SO Dak | 930 | $577K | 0.3% | -55.2% | 0.000% | |
8/15/2025 | Sugar Maple Asset Management LLC | 15,140 | $9.40M | 7.3% | +17.2% | 0.002% | |
8/15/2025 | SkyView Investment Advisors LLC | 79,982 | $49.39M | 7.1% | +0.6% | 0.008% | |
8/15/2025 | Asset Allocation Strategies LLC | 1,676 | $1.04M | 0.2% | -51.5% | 0.000% | |
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8/15/2025 | FFT Wealth Management LLC | 158,346 | $100.62M | 19.8% | +1.2% | 0.016% | |
8/15/2025 | LGL Partners LLC | 38,445 | $24.43M | 10.8% | -10.2% | 0.004% | |
8/15/2025 | Semmax Financial Advisors Inc. | 313 | $200K | 0.1% | +6.1% | 0.000% | |
8/15/2025 | Resources Management Corp CT ADV | 3,873 | $2.40M | 0.3% | -5.7% | 0.000% | |
8/15/2025 | Fairfield Bush & CO. | 450 | $279K | 0.2% | -8.7% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 3,031,962 | $1.88B | 2.4% | -41.1% | 0.301% | |
8/15/2025 | Puff Wealth Management LLC | 523 | $325K | 0.1% | N/A | 0.000% | |
8/15/2025 | Equitable Holdings Inc. | 624,312 | $387.64M | 3.2% | +0.0% | 0.062% | |
8/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 9,773 | $6.07M | 2.7% | +45.1% | 0.001% | |
8/15/2025 | ROSS JOHNSON & Associates LLC | 217 | $135K | 2.8% | -60.9% | 0.000% | |
8/15/2025 | Northeast Financial Consultants Inc | 16,948 | $10.52M | 0.4% | +2.7% | 0.002% | |
8/15/2025 | Chapman Financial Group LLC | 300 | $186K | 0.2% | N/A | 0.000% | |
8/15/2025 | FSB Premier Wealth Management Inc. | 1,885 | $1.17M | 0.4% | +14.3% | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 31,844 | $19.77M | 0.9% | +7.0% | 0.003% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 74,554 | $46.29M | 3.5% | +4.2% | 0.007% | |
8/15/2025 | Captrust Financial Advisors | 3,878,929 | $2.41B | 5.4% | +5.5% | 0.385% | |
8/15/2025 | Blue Chip Partners LLC | 366 | $227K | 0.0% | N/A | 0.000% | |
8/15/2025 | Keel Point LLC | 6,845 | $4.25M | 0.3% | +0.9% | 0.001% | |
8/15/2025 | Alaethes Wealth LLC | 5,468 | $3.40M | 1.0% | +1.2% | 0.001% | |
8/15/2025 | Zuckerman Investment Group LLC | 1,162 | $721K | 0.1% | +2.9% | 0.000% | |
8/15/2025 | Fidelity D & D Bancorp Inc. | 354 | $220K | 0.1% | N/A | 0.000% | |
8/15/2025 | Truefg LLC | 9,221 | $5.73M | 1.7% | -2.1% | 0.001% | |
8/15/2025 | Manhattan West Asset Management LLC | 16,651 | $10.34M | 2.4% | -1.2% | 0.002% | |
8/15/2025 | Lantern Wealth Advisors LLC | 2,062 | $1.28M | 0.7% | N/A | 0.000% | |
8/15/2025 | Vident Advisory LLC | 8,155 | $5.06M | 0.1% | +4.5% | 0.001% | |
8/15/2025 | Visionary Wealth Advisors | 92,894 | $57.68M | 2.9% | +5.4% | 0.009% | |
8/15/2025 | Voya Financial Advisors Inc. | 70,530 | $43.55M | 4.4% | -0.3% | 0.007% | |
8/15/2025 | Two Sigma Securities LLC | 5,490 | $3.41M | 0.4% | -1.8% | 0.001% | |
8/15/2025 | Talisman Wealth Advisors LLC | 2,406 | $1.49M | 1.3% | +8.0% | 0.000% | |
8/15/2025 | Tidal Investments LLC | 630,541 | $391.50M | 2.4% | -7.4% | 0.063% | |
8/15/2025 | Tolleson Wealth Management Inc. | 4,656 | $2.89M | 0.5% | -5.4% | 0.000% | |
8/15/2025 | Sherman Asset Management Inc. | 32,458 | $20.15M | 17.9% | -6.3% | 0.003% | |
8/15/2025 | Smartleaf Asset Management LLC | 22,931 | $14.16M | 1.2% | +78.0% | 0.002% | |
8/15/2025 | Snowden Capital Advisors LLC | 79,503 | $49.36M | 1.5% | -22.8% | 0.008% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 1,680 | $1.04M | 0.2% | -50.5% | 0.000% | |
8/15/2025 | Redwood Financial Network Corp | 1,789 | $1.11M | 0.8% | +17.7% | 0.000% | |
8/15/2025 | Redwood Investment Management LLC | 2,541 | $1.58M | 0.2% | +26.7% | 0.000% | |
8/15/2025 | Ruggaard & Associates LLC | 7,597 | $4.72M | 1.9% | -6.8% | 0.001% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 90,474 | $56.18M | 3.3% | -1.3% | 0.009% | |
8/15/2025 | Orion Porfolio Solutions LLC | 380,976 | $236.55M | 1.7% | -30.0% | 0.038% | |
8/15/2025 | Paces Ferry Wealth Advisors LLC | 7,055 | $4.38M | 2.0% | -8.1% | 0.001% | |
8/15/2025 | Palisade Capital Management LP | 5,826 | $3.62M | 0.1% | +3.4% | 0.001% | |
8/15/2025 | MML Investors Services LLC | 1,982,044 | $1.23B | 3.6% | -14.8% | 0.197% | |
8/15/2025 | McIlrath & Eck LLC | 5,087 | $3.16M | 0.4% | -13.7% | 0.001% | |
8/15/2025 | Mendel Capital Management LLC | 2,105 | $1.31M | 0.7% | -9.5% | 0.000% | |
8/15/2025 | Michael & Susan Dell Foundation | 3,145,697 | $1.95B | 84.8% | +4.9% | 0.312% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 10,915 | $6.78M | 1.4% | -7.6% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 61,125 | $37.95M | 1.0% | +3.4% | 0.006% | |
8/15/2025 | Lazard Asset Management LLC | 318,798 | $197.94M | 0.3% | -2.3% | 0.032% | |
8/15/2025 | LM Advisors LLC | 2,736 | $1.70M | 0.2% | -1.1% | 0.000% | |
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8/15/2025 | London Co. of Virginia | 14,907 | $9.26M | 0.1% | -55.5% | 0.001% | |
8/15/2025 | HRT Financial LP | 4,375 | $2.72M | 0.0% | N/A | 0.000% | |
8/15/2025 | Helium Advisors LLC | 7,456 | $4.63M | 2.9% | -4.3% | 0.001% | |
8/15/2025 | Houlihan Financial Resource Group Ltd. | 10,357 | $6.51M | 2.7% | -1.4% | 0.001% | |
8/15/2025 | ICONIQ Capital LLC | 10,981 | $6.82M | 0.1% | -5.3% | 0.001% | |
8/15/2025 | IHT Wealth Management LLC | 100,901 | $62.65M | 1.7% | +58.9% | 0.010% | |
8/15/2025 | Fullerton Fund Management Co Ltd. | 13,878 | $8.62M | 0.3% | +250.6% | 0.001% | |
8/15/2025 | Great Valley Advisor Group Inc. | 30,126 | $18.71M | 0.4% | -1.7% | 0.003% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 6,514 | $4.04M | 0.0% | -8.0% | 0.001% | |
8/15/2025 | Garden State Investment Advisory Services LLC | 4,045 | $2.52M | 0.6% | +5.0% | 0.000% | |