10/21/2025 | Gateway Investment Advisers LLC | 573,676 | $421.30M | 4.1% | +37.1% | 0.023% | |
10/21/2025 | Arrow Financial Corp | 7,794 | $5.72M | 0.6% | -0.4% | 0.000% | |
10/21/2025 | Fifth Third Wealth Advisors LLC | 52,151 | $38.30M | 1.4% | +4.3% | 0.002% | |
10/21/2025 | Elm3 Financial Group LLC | 828 | $608K | 0.5% | +3.4% | 0.000% | |
10/21/2025 | Penobscot Investment Management Company Inc. | 18,637 | $13.69M | 1.1% | +15.1% | 0.001% | |
10/21/2025 | Fountainhead AM LLC | 6,031 | $4.43M | 0.6% | +2.8% | 0.000% | |
10/21/2025 | Woodward Diversified Capital LLC | 4,993 | $3.67M | 1.7% | +18.2% | 0.000% | |
10/21/2025 | Wealth Management Partners LLC | 2,236 | $1.64M | 0.5% | -9.6% | 0.000% | |
10/21/2025 | BetterWealth LLC | 495 | $364K | 0.1% | N/A | 0.000% | |
10/21/2025 | DMKC Advisory Services LLC | 521 | $383K | 0.2% | +4.6% | 0.000% | |
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10/21/2025 | Western Financial Corp CA | 3,750 | $2.75M | 1.2% | +0.5% | 0.000% | |
10/21/2025 | SC&H Financial Advisors Inc. | 1,848 | $1.36M | 0.2% | -5.4% | 0.000% | |
10/21/2025 | Moss Adams Wealth Advisors LLC | 10,103 | $7.42M | 0.6% | +0.3% | 0.000% | |
10/21/2025 | First National Bank Sioux Falls | 1,987 | $1.46M | 0.5% | -27.6% | 0.000% | |
10/21/2025 | Eagle Strategies LLC | 3,108 | $2.28M | 0.3% | +14.5% | 0.000% | |
10/21/2025 | Armor Investment Advisors LLC | 6,926 | $5.09M | 1.6% | -8.4% | 0.000% | |
10/21/2025 | Ascent Wealth Partners LLC | 15,285 | $11.23M | 1.3% | -1.1% | 0.001% | |
10/21/2025 | Proffitt & Goodson Inc. | 2,277 | $1.67M | 0.2% | -5.1% | 0.000% | |
10/21/2025 | Community Financial Services Group LLC | 15,848 | $11.64M | 2.1% | -2.3% | 0.001% | |
10/21/2025 | Global Retirement Partners LLC | 58,002 | $42.60M | 1.0% | +2.7% | 0.002% | |
10/21/2025 | Capital Advisors Inc. OK | 24,297 | $17.84M | 0.3% | -1.1% | 0.001% | |
10/21/2025 | Penn Davis Mcfarland Inc. | 718 | $527K | 0.1% | -8.5% | 0.000% | |
10/21/2025 | GraniteShares Advisors LLC | 5,126 | $3.76M | 2.2% | -3.4% | 0.000% | |
10/21/2025 | Verity & Verity LLC | 1,081 | $794K | 0.1% | +6.2% | 0.000% | |
10/21/2025 | JARISLOWSKY FRASER Ltd | 235,586 | $173.01M | 1.0% | +36.2% | 0.009% | |
10/21/2025 | Davidson Investment Advisors | 39,997 | $29.37M | 1.2% | +0.6% | 0.002% | |
10/21/2025 | Fulton Bank N.A. | 43,615 | $32.03M | 1.1% | -2.5% | 0.002% | |
10/21/2025 | American National Bank & Trust | 3,750 | $2.75M | 0.3% | +95.1% | 0.000% | |
10/21/2025 | Measured Risk Portfolios Inc. | 357 | $262K | 0.2% | +5.6% | 0.000% | |
10/21/2025 | Financiere des Professionnels Fonds d investissement inc. | 12,779 | $9.39M | 0.5% | +43.3% | 0.001% | |
10/21/2025 | Hedeker Wealth LLC | 18,279 | $13.42M | 2.8% | +10.4% | 0.001% | |
10/21/2025 | Synergy Asset Management LLC | 141,739 | $104.37M | 3.7% | +281.7% | 0.006% | |
10/21/2025 | Commonwealth Financial Services LLC | 3,131 | $2.30M | 0.4% | +2.3% | 0.000% | |
10/21/2025 | First City Capital Management Inc. | 1,569 | $1.15M | 0.6% | -1.1% | 0.000% | |
10/21/2025 | Tradewinds Capital Management LLC | 340 | $250K | 0.1% | +51.1% | 0.000% | |
10/21/2025 | MN Wealth Advisors LLC | 1,869 | $1.37M | 0.7% | -1.9% | 0.000% | |
10/21/2025 | TruNorth Capital Management LLC | 467 | $343K | 0.1% | +19.4% | 0.000% | |
10/21/2025 | Simon Quick Advisors LLC | 19,706 | $14.47M | 0.7% | +5.7% | 0.001% | |
10/21/2025 | Olstein Capital Management L.P. | 5,000 | $3.67M | 0.7% | +11.1% | 0.000% | |
10/21/2025 | Buttonwood Financial Advisors Inc. | 14,846 | $10.90M | 3.8% | -6.0% | 0.001% | |
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10/21/2025 | Altus Wealth Group LLC | 921 | $676K | 0.3% | +2.3% | 0.000% | |
10/21/2025 | Bell Bank | 19,832 | $14.56M | 0.6% | +1.8% | 0.001% | |
10/21/2025 | Western Pacific Wealth Management LP | 5,368 | $3.94M | 3.8% | +3.3% | 0.000% | |
10/21/2025 | Unique Wealth LLC | 4,384 | $3.22M | 0.5% | -0.9% | 0.000% | |
10/21/2025 | Meredith Wealth Planning | 1,824 | $1.34M | 0.4% | -2.7% | 0.000% | |
10/21/2025 | GAM Holding AG | 69,085 | $50.74M | 3.1% | +11.1% | 0.003% | |
10/21/2025 | Three Bridge Wealth Advisors LLC | 37,093 | $27.24M | 7.0% | -6.3% | 0.001% | |
10/21/2025 | Quattro Financial Advisors LLC | 12,672 | $9.31M | 2.9% | +314.4% | 0.001% | |
10/21/2025 | NTV Asset Management LLC | 9,259 | $6.80M | 0.7% | +2.3% | 0.000% | |
10/21/2025 | Altfest L J & Co. Inc. | 6,642 | $4.88M | 0.5% | -6.3% | 0.000% | |
10/21/2025 | Thoma Capital Management LLC | 1,895 | $1.39M | 0.8% | +1.4% | 0.000% | |
10/21/2025 | Kagan Cocozza Asset Management | 2,378 | $1.75M | 1.3% | -0.6% | 0.000% | |
10/21/2025 | Crowley Wealth Management Inc. | 335 | $246K | 0.2% | +6.3% | 0.000% | |
10/21/2025 | Prepared Retirement Institute LLC | 881 | $647K | 0.3% | -4.7% | 0.000% | |
10/21/2025 | Grey Ledge Advisors LLC | 3,028 | $2.22M | 0.5% | -4.5% | 0.000% | |
10/21/2025 | Physicians Financial Services Inc. | 13,168 | $9.67M | 2.6% | +0.3% | 0.001% | |
10/21/2025 | Titan Global Capital Management USA LLC | 40,322 | $29.61M | 4.4% | -4.2% | 0.002% | |
10/21/2025 | Pictet North America Advisors SA | 33,972 | $24.95M | 2.3% | -3.0% | 0.001% | |
10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,606 | $3.38M | 0.2% | +10.6% | 0.000% | |
10/21/2025 | Brookwood Investment Group LLC | 20,920 | $15.36M | 2.0% | +20.0% | 0.001% | |
10/21/2025 | Vishria Bird Financial Group LLC | 830 | $610K | 0.1% | N/A | 0.000% | |
10/21/2025 | Penney Financial LLC | 384 | $282K | 0.1% | N/A | 0.000% | |
10/21/2025 | SJS Investment Consulting Inc. | 1,777 | $1.31M | 0.2% | +31.6% | 0.000% | |
10/21/2025 | Summit Wealth Partners LLC | 868 | $638K | 0.1% | -1.6% | 0.000% | |
10/21/2025 | First Pacific Financial | 827 | $607K | 0.1% | -13.2% | 0.000% | |
10/21/2025 | Cascade Financial Partners LLC | 7,412 | $5.44M | 0.6% | -0.5% | 0.000% | |
10/21/2025 | SOA Wealth Advisors LLC. | 3,943 | $2.90M | 0.3% | +10.4% | 0.000% | |
10/21/2025 | Fischer Financial Services Inc. | 1,799 | $1.32M | 0.4% | N/A | 0.000% | |
10/21/2025 | Watershed Private Wealth LLC | 6,119 | $4.49M | 1.4% | N/A | 0.000% | |
10/21/2025 | Suncoast Equity Management | 46,367 | $34.05M | 3.4% | +0.1% | 0.002% | |
10/21/2025 | Tectonic Advisors LLC | 3,157 | $2.32M | 0.1% | -1.0% | 0.000% | |
10/21/2025 | Retirement Guys Formula LLC | 3,203 | $2.35M | 0.8% | -1.8% | 0.000% | |
10/21/2025 | Relyea Zuckerberg Hanson LLC | 7,358 | $5.40M | 0.6% | +0.4% | 0.000% | |
10/21/2025 | Lazard Freres Gestion S.A.S. | 175,547 | $128.92M | 2.5% | +3.8% | 0.007% | |
10/21/2025 | Sterling Investment Counsel LLC | 6,073 | $4.46M | 1.4% | +75.6% | 0.000% | |
10/21/2025 | Schear Investment Advisers LLC | 8,776 | $6.45M | 2.9% | +0.8% | 0.000% | |
10/21/2025 | Three Magnolias Financial Advisors LLC | 815 | $599K | 0.4% | +4.8% | 0.000% | |
10/21/2025 | Braun Stacey Associates Inc. | 113,558 | $83.40M | 2.7% | +0.3% | 0.005% | |
10/21/2025 | Wagner Wealth Management LLC | 518 | $380K | 0.1% | -8.0% | 0.000% | |
10/21/2025 | Silver Oak Securities Incorporated | 8,823 | $6.48M | 0.5% | +12.0% | 0.000% | |
10/21/2025 | PUREfi Wealth LLC | 1,225 | $899K | 0.7% | +4.5% | 0.000% | |
10/21/2025 | OMC Financial Services LTD | 9,838 | $7.23M | 2.7% | +3.4% | 0.000% | |
10/21/2025 | Amplius Wealth Advisors LLC | 1,475 | $1.08M | 0.1% | -42.4% | 0.000% | |
10/21/2025 | CV Advisors LLC | 12,887 | $9.46M | 2.6% | +16.1% | 0.001% | |
10/21/2025 | Goldstein Advisors LLC | 2,495 | $1.83M | 0.2% | +9.6% | 0.000% | |
10/21/2025 | Global Financial Private Client LLC | 4,469 | $3.28M | 1.2% | +4.4% | 0.000% | |
10/21/2025 | Sentinel Pension Advisors LLC | 915 | $672K | 0.1% | +1.6% | 0.000% | |
10/21/2025 | Generali Asset Management SPA SGR | 81,198 | $59.63M | 1.3% | -0.6% | 0.003% | |
10/21/2025 | CapWealth Advisors LLC | 1,413 | $1.04M | 0.1% | -22.6% | 0.000% | |
10/21/2025 | Golden State Equity Partners | 8,044 | $5.91M | 1.0% | +9.8% | 0.000% | |
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10/21/2025 | Invesco LLC | 4,844 | $3.56M | 1.2% | +10.9% | 0.000% | |
10/21/2025 | Investment Planning Advisors Inc. | 286 | $210K | 0.1% | N/A | 0.000% | |
10/21/2025 | Mattern Capital Management LLC | 1,867 | $1.37M | 0.2% | +6.6% | 0.000% | |
10/21/2025 | Bank Pictet & Cie Europe AG | 214,528 | $157.55M | 3.1% | +5.0% | 0.009% | |
10/21/2025 | True Wealth Design LLC | 278 | $204K | 0.1% | +19.3% | 0.000% | |
10/21/2025 | Banque Pictet & Cie SA | 351,864 | $258.40M | 1.5% | +1.5% | 0.014% | |
10/21/2025 | Greenbush Financial Group LLC | 2,961 | $2.17M | 0.8% | +4.1% | 0.000% | |
10/21/2025 | Guyasuta Investment Advisors Inc. | 26,899 | $19.75M | 1.1% | +0.1% | 0.001% | |
10/21/2025 | Coastline Trust Co | 39,668 | $29.13M | 3.1% | +0.3% | 0.002% | |
10/21/2025 | Wealth Management Associates Inc. | 636 | $467K | 0.2% | +7.8% | 0.000% | |