7/31/2025 | Nisa Investment Advisors LLC | 1,468,520 | $260.50M | 1.2% | -20.3% | 0.012% | |
7/31/2025 | Resonant Capital Advisors LLC | 48,659 | $8.63M | 0.6% | +3.2% | 0.000% | |
7/31/2025 | Wealthfront Advisers LLC | 541,033 | $95.97M | 0.2% | +5.8% | 0.004% | |
7/31/2025 | New Hampshire Trust | 50,719 | $9.00M | 1.9% | -1.0% | 0.000% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 352,464 | $62.52M | 0.7% | -10.5% | 0.003% | |
7/31/2025 | Atlatl Advisers LLC | 2,487 | $441K | 0.2% | -24.4% | 0.000% | |
7/31/2025 | Prudent Man Advisors LLC | 19,707 | $3.50M | 1.1% | +47.3% | 0.000% | |
7/31/2025 | Orion Capital Management LLC | 24,463 | $4.34M | 1.7% | -2.2% | 0.000% | |
7/31/2025 | Optimum Investment Advisors | 23,373 | $4.15M | 1.8% | +0.4% | 0.000% | |
7/31/2025 | VestGen Investment Management | 1,468 | $260K | 0.2% | +5.2% | 0.000% | |
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7/31/2025 | McCarthy Asset Management Inc. | 1,397 | $248K | 0.2% | -10.8% | 0.000% | |
7/31/2025 | Conservest Capital Advisors Inc. | 5,084 | $902K | 0.1% | +1.6% | 0.000% | |
7/31/2025 | Fiduciary Wealth Partners LLC | 2,619 | $465K | 0.4% | +389.5% | 0.000% | |
7/31/2025 | Ingalls & Snyder LLC | 162,134 | $28.76M | 1.0% | -4.0% | 0.001% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 3,040 | $539K | 0.2% | +4.6% | 0.000% | |
7/31/2025 | Darden Wealth Group Inc | 14,318 | $2.54M | 1.5% | -2.7% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 3,527 | $626K | 0.3% | +7.3% | 0.000% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 5,270 | $935K | 0.1% | -2.2% | 0.000% | |
7/31/2025 | Interchange Capital Partners LLC | 16,184 | $2.87M | 0.7% | -7.7% | 0.000% | |
7/31/2025 | Heirloom Wealth Management | 126,524 | $22.44M | 5.9% | +0.4% | 0.001% | |
7/31/2025 | Cabot Wealth Management Inc. | 122,875 | $21.80M | 2.6% | +0.5% | 0.001% | |
7/31/2025 | Brighton Jones LLC | 117,686 | $20.88M | 0.6% | -5.1% | 0.001% | |
7/31/2025 | Waldron Private Wealth LLC | 61,761 | $10.96M | 0.5% | -0.8% | 0.001% | |
7/31/2025 | Stegent Equity Advisors Inc. | 2,343 | $416K | 0.4% | +2.8% | 0.000% | |
7/31/2025 | Leavell Investment Management Inc. | 98,445 | $17.46M | 0.8% | -0.3% | 0.001% | |
7/31/2025 | Burke & Herbert Bank & Trust Co. | 9,064 | $1.61M | 0.4% | +4.4% | 0.000% | |
7/31/2025 | CVA Family Office LLC | 2,508 | $445K | 0.1% | -9.3% | 0.000% | |
7/31/2025 | Ramsay Stattman Vela & Price Inc. | 103,215 | $18.31M | 3.4% | -8.8% | 0.001% | |
7/31/2025 | Mason & Associates Inc | 9,512 | $1.69M | 0.4% | +1.2% | 0.000% | |
7/31/2025 | TSA Wealth Managment LLC | 1,188 | $211K | 0.1% | N/A | 0.000% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 2,635 | $467K | 0.1% | -9.9% | 0.000% | |
7/31/2025 | Hartford Financial Management Inc. | 25,512 | $4.53M | 1.2% | +1.3% | 0.000% | |
7/31/2025 | Rational Advisors Inc. | 3,564 | $632K | 0.1% | N/A | 0.000% | |
7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 183,818 | $32.61M | 1.7% | +0.2% | 0.002% | |
7/31/2025 | City State Bank | 18,169 | $3.22M | 1.0% | +3.8% | 0.000% | |
7/31/2025 | Aspen Capital Management LLC | 3,063 | $543K | 0.2% | -11.1% | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 79,372 | $14.07M | 0.2% | -9.8% | 0.001% | |
7/31/2025 | Fielder Capital Group LLC | 6,868 | $1.22M | 0.3% | +2.7% | 0.000% | |
7/31/2025 | Northstar Asset Management Inc. | 3,993 | $708K | 0.2% | -30.2% | 0.000% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 1,665,537 | $295.45M | 1.1% | -0.6% | 0.014% | |
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7/31/2025 | Hobart Private Capital LLC | 1,635 | $290K | 0.1% | N/A | 0.000% | |
7/31/2025 | Allied Investment Advisors LLC | 1,211 | $215K | 0.0% | N/A | 0.000% | |
7/31/2025 | Ranch Capital Advisors Inc. | 3,292 | $584K | 0.3% | +15.8% | 0.000% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 9,364 | $1.66M | 0.8% | +2.8% | 0.000% | |
7/31/2025 | NORTHSTAR ASSET MANAGEMENT Co | 15,530 | $2.76M | 0.6% | -6.4% | 0.000% | |
7/31/2025 | CNB Bank | 21,030 | $3.73M | 1.8% | -7.8% | 0.000% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 11,444 | $2.03M | 0.7% | -2.0% | 0.000% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 1,936 | $343K | 0.1% | -56.5% | 0.000% | |
7/31/2025 | Sage Mountain Advisors LLC | 38,262 | $6.79M | 0.4% | +2.9% | 0.000% | |
7/31/2025 | Washington Trust Advisors Inc. | 221,326 | $39.26M | 3.2% | -2.4% | 0.002% | |
7/31/2025 | DDD Partners LLC | 108,028 | $19.16M | 2.1% | +2.4% | 0.001% | |
7/31/2025 | Lee Danner & Bass Inc. | 210,035 | $37.26M | 2.9% | -0.8% | 0.002% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 12,919,915 | $2.29B | 1.4% | +1.0% | 0.106% | |
7/31/2025 | Harbour Investment Management LLC | 18,273 | $3.24M | 1.4% | -1.1% | 0.000% | |
7/31/2025 | First Business Financial Services Inc. | 7,416 | $1.32M | 0.1% | -0.8% | 0.000% | |
7/31/2025 | Blue Sky Capital Consultants Group Inc. | 3,218 | $571K | 0.3% | -8.0% | 0.000% | |
7/31/2025 | Moloney Securities Asset Management LLC | 29,799 | $5.29M | 0.7% | +2.9% | 0.000% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 93,944 | $16.67M | 3.1% | +1.4% | 0.001% | |
7/31/2025 | GLOBALT Investments LLC GA | 15,869 | $2.82M | 0.1% | -27.7% | 0.000% | |
7/31/2025 | Catalyst Capital Advisors LLC | 10,085 | $1.79M | 0.0% | -3.6% | 0.000% | |
7/31/2025 | Caitong International Asset Management Co. Ltd | 2,662 | $472K | 0.3% | +555.7% | 0.000% | |
7/31/2025 | Asset Management One Co. Ltd. | 2,225,646 | $394.81M | 1.2% | +0.7% | 0.018% | |
7/31/2025 | Lazard Freres Gestion S.A.S. | 88,338 | $15.67M | 0.4% | -2.3% | 0.001% | |
7/31/2025 | R Squared Ltd | 7,557 | $1.34M | 0.7% | +249.9% | 0.000% | |
7/31/2025 | AlTi Global Inc. | 89,538 | $15.88M | 0.4% | +6.1% | 0.001% | |
7/31/2025 | Cardinal Point Capital Management ULC | 109,078 | $19.35M | 1.5% | +771.0% | 0.001% | |
7/31/2025 | GenTrust LLC | 4,746 | $842K | 0.0% | -48.7% | 0.000% | |
7/31/2025 | Opes Wealth Management LLC | 13,693 | $2.43M | 0.4% | -0.6% | 0.000% | |
7/31/2025 | Sharper & Granite LLC | 1,200 | $216K | 0.1% | N/A | 0.000% | |
7/31/2025 | 180 Wealth Advisors LLC | 38,157 | $6.77M | 0.9% | +1.8% | 0.000% | |
7/31/2025 | Guardian Asset Advisors LLC | 11,813 | $2.10M | 1.2% | -18.7% | 0.000% | |
7/31/2025 | Carnegie Investment Counsel | 247,182 | $43.85M | 0.9% | -0.2% | 0.002% | |
7/31/2025 | Smith Group Asset Management LLC | 12,785 | $2.27M | 0.1% | -3.5% | 0.000% | |
7/31/2025 | Moser Wealth Advisors LLC | 2,545 | $451K | 0.2% | +2.2% | 0.000% | |
7/31/2025 | Warburton Capital Management LLC | 4,044 | $794K | 0.5% | +25.9% | 0.000% | |
7/31/2025 | CAP Partners LLC | 9,485 | $1.68M | 1.1% | +0.6% | 0.000% | |
7/31/2025 | SoundView Advisors Inc. | 18,128 | $3.22M | 1.2% | -7.2% | 0.000% | |
7/31/2025 | Strata Wealth Advisors LLC | 21,404 | $3.80M | 1.0% | -0.5% | 0.000% | |
7/31/2025 | Avion Wealth | 2,106 | $373K | 0.1% | +72.8% | 0.000% | |
7/31/2025 | WFA Asset Management Corp | 1,238 | $227K | 0.1% | -27.0% | 0.000% | |
7/31/2025 | Briaud Financial Planning Inc | 222 | $39K | 0.0% | N/A | 0.000% | |
7/31/2025 | FSM Wealth Advisors LLC | 28,276 | $5.02M | 0.8% | +38.9% | 0.000% | |
7/31/2025 | Gill Capital Partners LLC | 8,922 | $1.58M | 0.5% | -1.9% | 0.000% | |
7/31/2025 | Planning Center Inc. | 1,881 | $334K | 0.0% | -9.6% | 0.000% | |
7/30/2025 | KPP Advisory Services LLC | 8,350 | $1.48M | 0.2% | -6.4% | 0.000% | |
7/30/2025 | First Citizens Bank & Trust Co. | 180,648 | $32.05M | 0.5% | +22.8% | 0.001% | |
7/30/2025 | Roman Butler Fullerton & Co. | 31,628 | $6.14M | 1.8% | +5.7% | 0.000% | |
7/30/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 184,618 | $32.75M | 0.3% | -2.3% | 0.002% | |
7/30/2025 | Cornerstone Advisory LLC | 35,926 | $6.37M | 0.7% | -0.7% | 0.000% | |
7/30/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 194,777 | $34.55M | 2.7% | -3.5% | 0.002% | |
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7/30/2025 | Bleakley Financial Group LLC | 170,020 | $30.16M | 0.8% | +1.4% | 0.001% | |
7/30/2025 | Insight Advisors LLC PA | 18,973 | $3.37M | 0.5% | +1.1% | 0.000% | |
7/30/2025 | Warther Private Wealth LLC | 6,801 | $1.21M | 0.3% | -5.2% | 0.000% | |
7/30/2025 | Castle Wealth Management LLC | 5,763 | $1.02M | 0.4% | -2.4% | 0.000% | |
7/30/2025 | Strategic Blueprint LLC | 12,879 | $2.29M | 0.1% | -12.7% | 0.000% | |
7/30/2025 | Principle Wealth Partners LLC | 96,407 | $17.10M | 1.1% | +0.6% | 0.001% | |
7/30/2025 | Red Crane Wealth Management LLC | 1,264 | $224K | 0.2% | N/A | 0.000% | |
7/30/2025 | Prosperity Financial Group Inc. | 4,439 | $788K | 0.3% | -10.5% | 0.000% | |
7/30/2025 | Farley Capital L.P. | 144,111 | $25.56M | 20.1% | +0.5% | 0.001% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 159,864 | $28.36M | 1.0% | +0.1% | 0.001% | |