10/10/2025 | F&V Capital Management LLC | 29,311 | $21.53M | 4.8% | +0.3% | 0.001% | |
10/10/2025 | Marion Wealth Management | 6,771 | $4.97M | 1.2% | -0.7% | 0.000% | |
10/10/2025 | CHICAGO TRUST Co NA | 9,700 | $7.12M | 1.0% | +4.0% | 0.000% | |
10/10/2025 | Diversified Enterprises LLC | 4,585 | $3.37M | 0.2% | +5.8% | 0.000% | |
10/10/2025 | Navigoe LLC | 2,168 | $1.59M | 1.0% | +0.8% | 0.000% | |
10/10/2025 | BCR Wealth Strategies LLC | 403 | $295K | 0.1% | -22.2% | 0.000% | |
10/10/2025 | Warburton Capital Management LLC | 926 | $664K | 0.4% | +9.1% | 0.000% | |
10/10/2025 | Spinnaker Investment Group LLC | 954 | $701K | 0.1% | +21.4% | 0.000% | |
10/10/2025 | DKM Wealth Management Inc. | 624 | $458K | 0.4% | N/A | 0.000% | |
10/10/2025 | Arlington Financial Advisors LLC | 735 | $540K | 0.1% | +75.0% | 0.000% | |
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10/10/2025 | Lineweaver Wealth Advisors LLC | 3,818 | $2.80M | 0.4% | -3.7% | 0.000% | |
10/10/2025 | Charles Schwab Trust Co | 631 | $463K | 0.0% | -2.8% | 0.000% | |
10/10/2025 | Tlwm | 3,396 | $2.49M | 0.4% | -18.6% | 0.000% | |
10/10/2025 | CWC Advisors LLC. | 1,262 | $927K | 0.5% | +3.2% | 0.000% | |
10/10/2025 | Sound Income Strategies LLC | 16,972 | $12.45M | 0.7% | N/A | 0.001% | |
10/10/2025 | Thomasville National Bank | 39,743 | $29.19M | 1.8% | +1.3% | 0.002% | |
10/10/2025 | Tilia Fiduciary Partners Inc. | 3,070 | $2.26M | 1.3% | -6.3% | 0.000% | |
10/10/2025 | BNC Wealth Management LLC | 15,542 | $11.41M | 2.9% | +0.7% | 0.001% | |
10/10/2025 | HMV Wealth Advisors LLC | 1,808 | $1.33M | 0.7% | -6.7% | 0.000% | |
10/10/2025 | Seneca House Advisors | 520 | $382K | 0.2% | +13.0% | 0.000% | |
10/10/2025 | Sarasin & Partners LLP | 613,477 | $456.06M | 4.5% | -3.0% | 0.024% | |
10/10/2025 | Foster Victor Wealth Advisors LLC | 29,695 | $21.10M | 1.3% | -2.4% | 0.001% | |
10/10/2025 | Myecfo LLC | 808 | $593K | 0.3% | +4.1% | 0.000% | |
10/10/2025 | Sara Bay Financial | 28,652 | $21.04M | 5.9% | +0.7% | 0.001% | |
10/10/2025 | Douglas Lane & Associates LLC | 107,154 | $78.69M | 1.1% | -1.8% | 0.004% | |
10/10/2025 | Orrstown Financial Services Inc. | 2,862 | $2.10M | 0.4% | +2.9% | 0.000% | |
10/10/2025 | Red Door Wealth Management LLC | 10,977 | $8.06M | 0.9% | +26.9% | 0.000% | |
10/10/2025 | Kathleen S. Wright Associates Inc. | 65 | $48K | 0.0% | -24.4% | 0.000% | |
10/10/2025 | Trust Point Inc. | 9,240 | $6.79M | 0.5% | -0.6% | 0.000% | |
10/10/2025 | Wedge Capital Management L L P NC | 94,025 | $69.05M | 1.2% | -3.4% | 0.004% | |
10/10/2025 | Brown Lisle Cummings Inc. | 8,681 | $6.38M | 1.6% | -0.2% | 0.000% | |
10/10/2025 | Corsicana & Co. | 793 | $582K | 0.3% | N/A | 0.000% | |
10/10/2025 | Flputnam Investment Management Co. | 88,880 | $65.27M | 1.0% | +73.6% | 0.004% | |
10/10/2025 | Founders Capital Management LLC | 92,670 | $68.06M | 10.6% | -1.0% | 0.004% | |
10/10/2025 | Congress Asset Management Co. | 339,671 | $249.45M | 1.7% | -0.5% | 0.014% | |
10/10/2025 | CCM Investment Advisers LLC | 37,916 | $27.85M | 2.7% | +0.7% | 0.002% | |
10/10/2025 | Selective Wealth Management Inc. | 15,583 | $11.11M | 3.6% | -2.1% | 0.001% | |
10/10/2025 | Clarity Financial LLC | 25,027 | $18.38M | 1.8% | +4,306.2% | 0.001% | |
10/10/2025 | Falcon Wealth Planning | 4,996 | $3.67M | 0.3% | +5.0% | 0.000% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 33,296 | $24.45M | 1.3% | +11.4% | 0.001% | |
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10/10/2025 | Bowman & Co S.C. | 4,105 | $3.02M | 1.3% | -0.8% | 0.000% | |
10/10/2025 | Matauro LLC | 1,087 | $798K | 0.1% | -33.0% | 0.000% | |
10/10/2025 | Fairvoy Private Wealth LLC | 6,262 | $4.60M | 1.0% | -1.7% | 0.000% | |
10/10/2025 | Quotient Wealth Partners LLC | 9,275 | $6.81M | 0.2% | +5.9% | 0.000% | |
10/10/2025 | Abound Wealth Management | 2,128 | $1.56M | 0.4% | +3.7% | 0.000% | |
10/10/2025 | Advance Capital Management Inc. | 1,171 | $860K | 0.0% | +3.6% | 0.000% | |
10/10/2025 | Perpetual Ltd | 13,092 | $9.62M | 0.1% | -5.3% | 0.001% | |
10/10/2025 | Focus Financial Network Inc. | 9,686 | $7.11M | 0.3% | -1.0% | 0.000% | |
10/10/2025 | KMG Fiduciary Partners LLC | 44,399 | $32.61M | 2.2% | +1.7% | 0.002% | |
10/10/2025 | Rydar Equities Inc. | 1,354 | $971K | 0.8% | -4.2% | 0.000% | |
10/10/2025 | Signal Advisors Wealth LLC | 8,365 | $6.14M | 0.6% | +16.8% | 0.000% | |
10/10/2025 | Fiduciary Financial Group LLC | 2,011 | $1.48M | 0.2% | -1.0% | 0.000% | |
10/10/2025 | Sunflower Bank N.A. | 2,990 | $2.20M | 0.5% | +0.9% | 0.000% | |
10/9/2025 | CGN Advisors LLC | 9,781 | $7.18M | 0.6% | +1.7% | 0.000% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 157,155 | $115.41M | 1.5% | +0.7% | 0.006% | |
10/9/2025 | Independence Bank of Kentucky | 17,747 | $13.03M | 1.7% | -0.1% | 0.001% | |
10/9/2025 | TradeWell Securities LLC. | 15,000 | $10.76M | 4.5% | +0.6% | 0.001% | |
10/9/2025 | Jackson Square Capital LLC | 10,247 | $7.53M | 1.6% | +8.4% | 0.000% | |
10/9/2025 | Secure Asset Management LLC | 5,409 | $3.88M | 0.6% | +0.9% | 0.000% | |
10/9/2025 | Baker Tilly Wealth Management LLC | 8,124 | $5.97M | 1.3% | +1.3% | 0.000% | |
10/9/2025 | Cascade Investment Advisors Inc. | 3,070 | $2.26M | 1.4% | -4.2% | 0.000% | |
10/9/2025 | Meadowbrook Wealth Management LLC | 2,011 | $1.48M | 1.5% | N/A | 0.000% | |
10/9/2025 | Lifestyle Asset Management Inc. | 3,645 | $2.68M | 0.9% | +19.1% | 0.000% | |
10/9/2025 | Brady Family Wealth LLC | 6,989 | $5.13M | 1.6% | +14.5% | 0.000% | |
10/9/2025 | L. Roy Papp & Associates LLP | 1,641 | $1.21M | 0.1% | -3.8% | 0.000% | |
10/9/2025 | Shelton Wealth Management LLC | 1,712 | $1.26M | 0.6% | -2.9% | 0.000% | |
10/9/2025 | Curated Wealth Partners LLC | 4,231 | $3.11M | 0.4% | -7.5% | 0.000% | |
10/9/2025 | IVC Wealth Advisors LLC | 4,461 | $3.28M | 1.5% | +2.5% | 0.000% | |
10/9/2025 | Sprinkle Financial Consultants LLC | 1,380 | $1.01M | 0.6% | +1.6% | 0.000% | |
10/9/2025 | Toth Financial Advisory Corp | 1,664 | $1.22M | 0.1% | +39.8% | 0.000% | |
10/9/2025 | ACT Advisors LLC. | 1,231 | $904K | 0.4% | +1.3% | 0.000% | |
10/9/2025 | BDF Gestion | 48,896 | $35.91M | 4.3% | -5.2% | 0.002% | |
10/9/2025 | Zevenbergen Capital Investments LLC | 387,598 | $284.64M | 5.5% | -3.8% | 0.015% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 5,065 | $3.72M | 0.8% | -5.3% | 0.000% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 3,958 | $2.84M | 0.7% | -1.7% | 0.000% | |
10/9/2025 | Rockingstone Advisors LLC | 4,732 | $3.48M | 1.7% | -8.0% | 0.000% | |
10/9/2025 | Central Bank & Trust Co. | 20,364 | $14.96M | 2.4% | +0.4% | 0.001% | |
10/9/2025 | Perkins Coie Trust Co | 10,492 | $7.71M | 1.4% | +10.3% | 0.000% | |
10/9/2025 | Sky Investment Group LLC | 16,251 | $11.94M | 2.0% | -0.3% | 0.001% | |
10/9/2025 | Princeton Global Asset Management LLC | 5,853 | $4.30M | 0.7% | +11.1% | 0.000% | |
10/9/2025 | Breakthru Advisory Services LLC | 1,553 | $1.14M | 0.8% | N/A | 0.000% | |
10/9/2025 | Franklin Street Advisors Inc. NC | 83,171 | $61.08M | 3.5% | -0.3% | 0.003% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 37,138 | $27.27M | 0.7% | +0.5% | 0.001% | |
10/9/2025 | Prentice Wealth Management LLC | 1,818 | $1.34M | 0.3% | +3.4% | 0.000% | |
10/9/2025 | Kennebec Savings Bank | 1,430 | $1.05M | 1.0% | +1.1% | 0.000% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 3,023 | $2.22M | 0.3% | +4.0% | 0.000% | |
10/9/2025 | Richard P Slaughter Associates Inc | 4,985 | $3.66M | 0.8% | -13.0% | 0.000% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 463 | $340K | 0.1% | +9.7% | 0.000% | |
10/9/2025 | Voya Investment Management LLC | 3,178,457 | $2.33B | 2.3% | -12.2% | 0.127% | |
10/9/2025 | Voya Financial Advisors Inc. | 9,118 | $6.78M | 0.7% | -3.6% | 0.000% | |
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10/9/2025 | Baskin Financial Services Inc. | 38,827 | $28.51M | 2.1% | +2.6% | 0.002% | |
10/9/2025 | Harbour Capital Advisors LLC | 8,778 | $6.26M | 1.3% | -0.2% | 0.000% | |
10/9/2025 | Peak Financial Management Inc. | 413 | $303K | 0.1% | +17.0% | 0.000% | |
10/9/2025 | Affinity Capital Advisors LLC | 6,834 | $4.97M | 0.8% | -5.5% | 0.000% | |
10/9/2025 | IMZ Advisory Inc | 935 | $687K | 0.3% | +3.7% | 0.000% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 38,991 | $28.63M | 0.8% | +0.5% | 0.002% | |
10/9/2025 | Eclectic Associates Inc. ADV | 1,279 | $939K | 0.2% | -4.6% | 0.000% | |
10/9/2025 | Fermata Advisors LLC | 1,413 | $1.04M | 0.3% | -15.4% | 0.000% | |
10/9/2025 | Guardian Financial Partners LLC | 1,098 | $806K | 0.3% | +22.3% | 0.000% | |
10/9/2025 | Chapin Davis Inc. | 1,680 | $1.23M | 0.3% | +3.1% | 0.000% | |