7/25/2025 | NorthRock Partners LLC | 4,572 | $319K | 0.0% | -8.1% | 0.000% | |
7/25/2025 | Verdence Capital Advisors LLC | 40,283 | $2.82M | 0.2% | +2.5% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 13,217 | $923K | 0.0% | -69.1% | 0.000% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 62,058 | $4.34M | 0.0% | -21.6% | 0.002% | |
7/25/2025 | Concord Wealth Partners | 671 | $47K | 0.0% | -69.2% | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 37,292 | $2.61M | 0.0% | +4.4% | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 33,778 | $2.36M | 0.0% | +9.0% | 0.001% | |
7/25/2025 | MGO One Seven LLC | 41,185 | $2.88M | 0.1% | -1.7% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 173,970 | $12.43M | 0.0% | -2.2% | 0.006% | |
7/25/2025 | Legal Advantage Investments Inc. | 3,550 | $248K | 0.1% | -5.3% | 0.000% | |
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7/25/2025 | CWM LLC | 18,973 | $1.33M | 0.0% | +88.1% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 123,529 | $8.64M | 0.1% | +7.1% | 0.004% | |
7/25/2025 | Oak Ridge Investments LLC | 91,644 | $6.40M | 0.5% | +1.0% | 0.003% | |
7/25/2025 | Concurrent Investment Advisors LLC | 36,442 | $2.55M | 0.0% | +13.5% | 0.001% | |
7/25/2025 | Johnson Investment Counsel Inc. | 9,756 | $682K | 0.0% | -1.5% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 15,273 | $1.07M | 0.0% | -3.8% | 0.000% | |
7/25/2025 | Natural Investments LLC | 44,269 | $3.09M | 0.8% | -3.1% | 0.001% | |
7/25/2025 | Richardson Financial Services Inc. | 398 | $28K | 0.0% | +59.8% | 0.000% | |
7/24/2025 | Lester Murray Antman dba SimplyRich | 17,862 | $1.25M | 0.3% | +4.9% | 0.001% | |
7/24/2025 | Benson Investment Management Company Inc. | 63,482 | $4.44M | 1.7% | N/A | 0.002% | |
7/24/2025 | Trust Co. of Toledo NA OH | 6,921 | $484K | 0.1% | -9.1% | 0.000% | |
7/24/2025 | Aberdeen Group plc | 795,584 | $55.60M | 0.1% | +2.0% | 0.026% | |
7/24/2025 | Lmcg Investments LLC | 21,752 | $1.52M | 0.1% | -5.0% | 0.001% | |
7/24/2025 | PDS Planning Inc | 10,493 | $733K | 0.1% | -2.3% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 18,472 | $1.29M | 0.0% | -13.8% | 0.001% | |
7/24/2025 | Brandywine Oak Private Wealth LLC | 66,470 | $4.65M | 0.4% | +1.4% | 0.002% | |
7/24/2025 | Mengis Capital Management Inc. | 72,860 | $5.09M | 1.1% | +20.0% | 0.002% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 4,911 | $343K | 0.0% | -6.1% | 0.000% | |
7/24/2025 | Ramirez Asset Management Inc. | 49,187 | $3.44M | 0.5% | +26.2% | 0.002% | |
7/24/2025 | IFP Advisors Inc | 5,479 | $383K | 0.0% | -38.6% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 55,814 | $3.90M | 0.1% | +190.0% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 210,412 | $14.70M | 0.0% | -3.4% | 0.007% | |
7/24/2025 | US Bancorp DE | 227,116 | $15.87M | 0.0% | -4.1% | 0.007% | |
7/23/2025 | Columbus Macro LLC | 33,125 | $2.32M | 0.3% | +1.1% | 0.001% | |
7/23/2025 | Cohen Investment Advisors LLC | 7,004 | $489K | 0.3% | -4.0% | 0.000% | |
7/23/2025 | Optas LLC | 14,977 | $1.05M | 0.2% | -3.8% | 0.000% | |
7/23/2025 | First Merchants Corp | 97,633 | $6.82M | 0.3% | +1.1% | 0.003% | |
7/23/2025 | Citizens National Bank Trust Department | 27,456 | $1.92M | 0.4% | +1.3% | 0.001% | |
7/23/2025 | Hendley & Co. Inc. | 73,690 | $5.15M | 1.8% | +0.9% | 0.002% | |
7/23/2025 | Abel Hall LLC | 5,456 | $381K | 0.2% | -12.7% | 0.000% | |
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7/23/2025 | Louisiana State Employees Retirement System | 43,600 | $3.05M | 0.1% | +2.6% | 0.001% | |
7/23/2025 | Venturi Wealth Management LLC | 25,930 | $1.81M | 0.1% | +1.9% | 0.001% | |
7/23/2025 | Avantra Family Wealth Inc. | 6,647 | $465K | 0.4% | +4.4% | 0.000% | |
7/23/2025 | Meitav Investment House Ltd. | 21,185 | $1.48M | 0.0% | -36.3% | 0.001% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 19,680 | $1.38M | 0.0% | -14.8% | 0.001% | |
7/22/2025 | D.B. Root & Company LLC | 4,301 | $301K | 0.1% | -52.5% | 0.000% | |
7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 16,575 | $1.16M | 0.4% | -1.8% | 0.001% | |
7/22/2025 | Cullinan Associates Inc. | 8,026 | $561K | 0.0% | -38.4% | 0.000% | |
7/22/2025 | Chung Wu Investment Group LLC | 7,050 | $493K | 0.5% | -4.1% | 0.000% | |
7/22/2025 | Valeo Financial Advisors LLC | 2,322,638 | $162.31M | 0.5% | +14,797.3% | 0.075% | |
7/22/2025 | DAVENPORT & Co LLC | 17,817 | $1.25M | 0.0% | +5.3% | 0.001% | |
7/22/2025 | Marks Group Wealth Management Inc | 28,554 | $2.00M | 0.2% | -30.7% | 0.001% | |
7/22/2025 | Grimes & Company Inc. | 5,290 | $370K | 0.0% | +3.0% | 0.000% | |
7/22/2025 | Orca Wealth Management LLC | 69,618 | $4.87M | 4.1% | -0.7% | 0.002% | |
7/22/2025 | Simplicity Wealth LLC | 7,862 | $549K | 0.0% | +4.5% | 0.000% | |
7/22/2025 | OLD National Bancorp IN | 11,206 | $783K | 0.0% | -14.4% | 0.000% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 3,514 | $246K | 0.0% | -5.6% | 0.000% | |
7/22/2025 | Boston Common Asset Management LLC | 69,343 | $4.85M | 0.1% | -3.3% | 0.002% | |
7/22/2025 | Clarius Group LLC | 13,454 | $940K | 0.1% | -2.8% | 0.000% | |
7/22/2025 | Checchi Capital Advisers LLC | 19,843 | $1.39M | 0.1% | -6.3% | 0.001% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 67,022 | $4.68M | 0.4% | +18.1% | 0.002% | |
7/22/2025 | Figure 8 Investment Strategies LLC | 14,079 | $984K | 1.0% | N/A | 0.000% | |
7/22/2025 | LGT Fund Management Co Ltd. | 39,958 | $2.79M | 0.2% | +33.8% | 0.001% | |
7/21/2025 | NTV Asset Management LLC | 31,630 | $2.21M | 0.3% | -3.7% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 214,883 | $15.02M | 0.1% | -8.7% | 0.007% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 763,470 | $53.35M | 2.0% | +1.9% | 0.025% | |
7/21/2025 | Fairvoy Private Wealth LLC | 4,529 | $316K | 0.1% | -8.0% | 0.000% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 6,682 | $467K | 0.0% | -17.8% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 7,493 | $524K | 0.0% | -23.5% | 0.000% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,016 | $490K | 0.0% | +82.5% | 0.000% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 800 | $56K | 0.0% | N/A | 0.000% | |
7/21/2025 | Hilltop National Bank | 4,598 | $321K | 0.1% | N/A | 0.000% | |
7/21/2025 | Hardman Johnston Global Advisors LLC | 552,657 | $38.62M | 1.7% | -1.6% | 0.018% | |
7/21/2025 | Triad Wealth Partners LLC | 3,418 | $239K | 0.0% | +23.5% | 0.000% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 293,817 | $20.53M | 0.1% | +1.5% | 0.009% | |
7/21/2025 | Cornell Pochily Investment Advisors Inc. | 3,856 | $269K | 0.1% | N/A | 0.000% | |
7/18/2025 | Brookmont Capital Management | 52,645 | $3.68M | 2.1% | -2.4% | 0.002% | |
7/18/2025 | Northstar Group Inc. | 4,880 | $341K | 0.1% | -3.6% | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 53,289 | $3.72M | 0.3% | -1.3% | 0.002% | |
7/18/2025 | Pure Financial Advisors LLC | 3,220 | $225K | 0.0% | N/A | 0.000% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 2,267 | $158K | 0.0% | +46.2% | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 3,282 | $229K | 0.1% | +15.6% | 0.000% | |
7/18/2025 | Community Bank & Trust Waco Texas | 7,982 | $558K | 0.1% | +4.7% | 0.000% | |
7/18/2025 | PFG Investments LLC | 5,169 | $361K | 0.0% | +14.7% | 0.000% | |
7/18/2025 | Institute for Wealth Management LLC. | 5,234 | $366K | 0.0% | -3.4% | 0.000% | |
7/18/2025 | Cooper Financial Group | 15,482 | $1.08M | 0.1% | -2.6% | 0.000% | |
7/18/2025 | Truist Financial Corp | 813,753 | $56.87M | 0.1% | +15.3% | 0.026% | |
7/17/2025 | Chicago Capital LLC | 3,516 | $246K | 0.0% | +8.5% | 0.000% | |
7/17/2025 | Robbins Farley | 26,567 | $1.86M | 0.9% | N/A | 0.001% | |
7/17/2025 | Greenleaf Trust | 25,560 | $1.79M | 0.0% | -7.4% | 0.001% | |
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7/17/2025 | Oak Family Advisors LLC | 168,514 | $11.78M | 3.7% | -7.8% | 0.005% | |
7/17/2025 | Tealwood Asset Management Inc. | 36,662 | $2.56M | 1.1% | -2.6% | 0.001% | |
7/17/2025 | Asio Capital LLC | 57,323 | $4.01M | 0.7% | +5.8% | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 27,650 | $1.93M | 0.0% | -40.6% | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 305,806 | $21.37M | 0.1% | +2.5% | 0.010% | |
7/17/2025 | Venture Visionary Partners LLC | 12,514 | $874K | 0.0% | +6.2% | 0.000% | |
7/17/2025 | Oakworth Capital Inc. | 8,408 | $588K | 0.0% | -1.9% | 0.000% | |
7/17/2025 | GC Wealth Management RIA LLC | 30,937 | $2.16M | 0.2% | +6.7% | 0.001% | |
7/17/2025 | Alpine Bank Wealth Management | 1,154 | $81K | 0.0% | +17.0% | 0.000% | |
7/17/2025 | Smith Salley Wealth Management | 15,651 | $1.09M | 0.1% | -6.8% | 0.001% | |