7/25/2025 | Community Bank N.A. | 32,873 | $3.20M | 0.4% | +4.6% | 0.003% | |
7/25/2025 | NorthRock Partners LLC | 13,470 | $1.31M | 0.0% | -17.0% | 0.001% | |
7/25/2025 | Verdence Capital Advisors LLC | 10,887 | $1.06M | 0.1% | +2.3% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 45,077 | $4.40M | 0.1% | -42.3% | 0.004% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 154,694 | $15.06M | 0.1% | +0.9% | 0.012% | |
7/25/2025 | Oregon Public Employees Retirement Fund | 110,509 | $10.76M | 0.2% | +0.2% | 0.009% | |
7/25/2025 | Wealth Architects LLC | 263,334 | $25.63M | 2.6% | -0.4% | 0.021% | |
7/25/2025 | Concord Asset Management LLC VA | 17,502 | $1.70M | 0.3% | +11.3% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 67,087 | $6.53M | 0.0% | -0.4% | 0.005% | |
7/25/2025 | Vest Financial LLC | 277,326 | $27.00M | 0.4% | +93.5% | 0.022% | |
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7/25/2025 | Yousif Capital Management LLC | 158,816 | $15.46M | 0.2% | -1.1% | 0.012% | |
7/25/2025 | Montrusco Bolton Investments Inc. | 2,561,424 | $244.22M | 2.7% | +48.4% | 0.200% | |
7/25/2025 | MGO One Seven LLC | 15,882 | $1.55M | 0.0% | -4.1% | 0.001% | |
7/25/2025 | Cypress Capital Group | 28,312 | $2.76M | 0.3% | +11.4% | 0.002% | |
7/25/2025 | Hazlett Burt & Watson Inc. | 1,168 | $114K | 0.0% | +124.6% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 246,691 | $23.88M | 0.0% | +8.3% | 0.019% | |
7/25/2025 | Valley Brook Capital Group Inc. | 6,760 | $658K | 0.5% | +2.0% | 0.001% | |
7/25/2025 | CWM LLC | 67,491 | $6.57M | 0.0% | +2.1% | 0.005% | |
7/25/2025 | OFI Invest Asset Management | 1,419 | $138K | 0.0% | +45.2% | 0.000% | |
7/25/2025 | Means Investment CO. Inc. | 61,392 | $5.98M | 0.6% | -3.2% | 0.005% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 202,727 | $19.73M | 0.2% | +4.8% | 0.016% | |
7/25/2025 | Sather Financial Group Inc | 5,043 | $491K | 0.0% | +15.4% | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 16,090 | $1.57M | 0.0% | +2.3% | 0.001% | |
7/25/2025 | Johnson Investment Counsel Inc. | 19,212 | $1.87M | 0.0% | -1.2% | 0.002% | |
7/25/2025 | 1858 Wealth Management LLC | 5,137 | $500K | 0.4% | +52.4% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 33,196 | $3.23M | 0.1% | +8.1% | 0.003% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 43,344 | $4.22M | 0.2% | +10.5% | 0.003% | |
7/25/2025 | Natural Investments LLC | 3,329 | $324K | 0.1% | +14.3% | 0.000% | |
7/25/2025 | BCR Wealth Strategies LLC | 2,640 | $256K | 0.1% | N/A | 0.000% | |
7/24/2025 | Fulcrum Capital LLC | 77,988 | $7.59M | 1.6% | +5.3% | 0.006% | |
7/24/2025 | West Bancorporation Inc. | 2,524 | $246K | 0.2% | N/A | 0.000% | |
7/24/2025 | Lindenwold Advisors INC | 21,674 | $2.11M | 1.1% | +1.2% | 0.002% | |
7/24/2025 | Conning Inc. | 58,610 | $5.71M | 0.2% | -3.3% | 0.005% | |
7/24/2025 | Eastern Bank | 5,250 | $511K | 0.0% | -2.4% | 0.000% | |
7/24/2025 | Aberdeen Group plc | 1,013,051 | $98.73M | 0.2% | +6.4% | 0.079% | |
7/24/2025 | Lmcg Investments LLC | 98,260 | $9.57M | 0.6% | -4.8% | 0.008% | |
7/24/2025 | Strengthening Families & Communities LLC | 536 | $52K | 0.0% | +458.3% | 0.000% | |
7/24/2025 | Brucke Financial Inc. | 2,449 | $238K | 0.2% | -27.8% | 0.000% | |
7/24/2025 | PDS Planning Inc | 7,749 | $754K | 0.1% | +5.8% | 0.001% | |
7/24/2025 | JB Capital LLC | 44,141 | $4.30M | 0.2% | -12.3% | 0.003% | |
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7/24/2025 | Blue Trust Inc. | 24,507 | $2.39M | 0.0% | +25.3% | 0.002% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 11,898 | $1.16M | 0.0% | -58.8% | 0.001% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 3,034 | $295K | 0.0% | N/A | 0.000% | |
7/24/2025 | Katamaran Capital LLP | 49,471 | $4.82M | 4.5% | +0.7% | 0.004% | |
7/24/2025 | Ridgeline Wealth Planning LLC | 6,477 | $630K | 0.5% | -18.0% | 0.001% | |
7/24/2025 | 3Chopt Investment Partners LLC | 9,882 | $964K | 0.2% | -7.4% | 0.001% | |
7/24/2025 | Commerzbank Aktiengesellschaft FI | 11,907 | $1.16M | 0.0% | -1.1% | 0.001% | |
7/24/2025 | Stiles Financial Services Inc | 52,122 | $5.07M | 1.8% | +4.9% | 0.004% | |
7/24/2025 | KRS Capital Management LLC | 14,498 | $1.41M | 0.9% | N/A | 0.001% | |
7/24/2025 | Horizon Bancorp Inc. IN | 4,000 | $389K | 0.2% | N/A | 0.000% | |
7/24/2025 | Ramirez Asset Management Inc. | 3,980 | $387K | 0.1% | -3.6% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 29,436 | $2.91M | 0.1% | -34.3% | 0.002% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 2,551 | $248K | 0.0% | -18.5% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 26,169 | $2.55M | 0.1% | +121.5% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 47,911 | $4.66M | 0.0% | -11.0% | 0.004% | |
7/24/2025 | TFR Capital LLC. | 2,088 | $203K | 0.1% | N/A | 0.000% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 59,216 | $5.76M | 0.3% | +107.2% | 0.005% | |
7/24/2025 | Capital Advisors Ltd. LLC | 4,441 | $432K | 0.1% | +6.7% | 0.000% | |
7/24/2025 | Leo Wealth LLC | 3,205 | $312K | 0.0% | N/A | 0.000% | |
7/24/2025 | US Bancorp DE | 413,392 | $40.24M | 0.1% | -5.6% | 0.032% | |
7/23/2025 | Trifecta Capital Advisors LLC | 6,790 | $661K | 0.1% | +16,875.0% | 0.001% | |
7/23/2025 | Maryland State Retirement & Pension System | 62,149 | $6.05M | 0.1% | +3.4% | 0.005% | |
7/23/2025 | Optas LLC | 5,478 | $533K | 0.1% | -26.4% | 0.000% | |
7/23/2025 | Sitrin Capital Management LLC | 74,594 | $7.28M | 3.7% | -8.7% | 0.006% | |
7/23/2025 | First Merchants Corp | 157,273 | $15.31M | 0.6% | -13.6% | 0.012% | |
7/23/2025 | Clear Creek Financial Management LLC | 7,375 | $718K | 0.1% | -43.4% | 0.001% | |
7/23/2025 | Bar Harbor Wealth Management | 54,520 | $5.31M | 0.3% | -2.2% | 0.004% | |
7/23/2025 | Ignite Planners LLC | 5,169 | $520K | 0.1% | +32.8% | 0.000% | |
7/23/2025 | Castle Rock Wealth Management LLC | 2,833 | $290K | 0.1% | -18.4% | 0.000% | |
7/23/2025 | Matisse Capital | 24,670 | $2.40M | 1.1% | -15.4% | 0.002% | |
7/23/2025 | Abel Hall LLC | 2,562 | $249K | 0.1% | N/A | 0.000% | |
7/23/2025 | REAP Financial Group LLC | 315 | $31K | 0.0% | N/A | 0.000% | |
7/23/2025 | Louisiana State Employees Retirement System | 161,000 | $15.67M | 0.3% | -1.1% | 0.013% | |
7/23/2025 | Venturi Wealth Management LLC | 16,870 | $1.64M | 0.1% | -11.9% | 0.001% | |
7/23/2025 | Watershed Private Wealth LLC | 5,840 | $568K | 0.2% | -5.2% | 0.000% | |
7/23/2025 | BankPlus Trust Department | 21,276 | $2.07M | 0.6% | +2.9% | 0.002% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 6,593 | $642K | 0.1% | +18.7% | 0.001% | |
7/23/2025 | Shell Asset Management Co. | 69,699 | $6.79M | 0.2% | +23.6% | 0.005% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 4,196 | $408K | 0.0% | -38.1% | 0.000% | |
7/23/2025 | Prasad Wealth Partners LLC | 4,411 | $429K | 0.1% | -6.4% | 0.000% | |
7/23/2025 | CFM Wealth Partners LLC | 3,426 | $333K | 0.1% | -40.4% | 0.000% | |
7/23/2025 | KLP Kapitalforvaltning AS | 673,080 | $65.65M | 0.3% | +2.4% | 0.053% | |
7/23/2025 | HMV Wealth Advisors LLC | 6,394 | $622K | 0.4% | -43.3% | 0.000% | |
7/23/2025 | Hardy Reed LLC | 6,848 | $667K | 0.1% | -2.1% | 0.001% | |
7/23/2025 | Meitav Investment House Ltd. | 25,536 | $2.49M | 0.0% | N/A | 0.002% | |
7/23/2025 | Defined Financial Planning LLC | 2,231 | $225K | 0.2% | N/A | 0.000% | |
7/23/2025 | Country Club Bank | 2,540 | $247K | 0.0% | N/A | 0.000% | |
7/23/2025 | SteelPeak Wealth LLC | 25,054 | $2.44M | 0.1% | -40.4% | 0.002% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 48,096 | $4.68M | 0.1% | -56.3% | 0.004% | |
7/22/2025 | Capital Advisors Inc. OK | 30,134 | $2.93M | 0.1% | +0.7% | 0.002% | |
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7/22/2025 | Relyea Zuckerberg Hanson LLC | 3,595 | $350K | 0.0% | -5.3% | 0.000% | |
7/22/2025 | Belpointe Asset Management LLC | 17,783 | $1.73M | 0.1% | -8.0% | 0.001% | |
7/22/2025 | Confluence Wealth Services Inc. | 2,258 | $220K | 0.0% | N/A | 0.000% | |
7/22/2025 | Valley National Advisers Inc. | 43,272 | $4.21M | 0.7% | -2.6% | 0.003% | |
7/22/2025 | Eads & Heald Wealth Management | 24,128 | $2.35M | 1.2% | +3.5% | 0.002% | |
7/22/2025 | Sendero Wealth Management LLC | 4,335 | $422K | 0.1% | +14.3% | 0.000% | |
7/22/2025 | Valeo Financial Advisors LLC | 15,681 | $1.53M | 0.0% | +2.5% | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 27,527 | $2.68M | 0.0% | -11.3% | 0.002% | |
7/22/2025 | Glass Wealth Management Co LLC | 28,870 | $2.81M | 1.5% | +8.5% | 0.002% | |
7/22/2025 | Merit Financial Group LLC | 36,004 | $3.51M | 0.0% | +41.1% | 0.003% | |