7/3/2025 | First Hawaiian Bank | 6,321 | $999K | 0.1% | +6.2% | 0.000% | |
7/3/2025 | Trinity Financial Advisors LLC | 47,014 | $7.43M | 2.3% | +84.8% | 0.000% | |
7/3/2025 | Arvest Investments Inc. | 20,720 | $3.27M | 0.5% | +15.5% | 0.000% | |
7/3/2025 | Higgins & Schmidt Wealth Strategies LLC | 3,542 | $560K | 0.3% | +8.0% | 0.000% | |
7/3/2025 | TrueWealth Advisors LLC | 8,831 | $1.40M | 0.4% | +11.0% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 10,542 | $1.67M | 0.4% | -8.1% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 47,646 | $7.49M | 2.0% | +1.9% | 0.000% | |
7/3/2025 | Sage Capital Advisors llc | 147,632 | $23.32M | 5.8% | -0.5% | 0.001% | |
7/3/2025 | Trust Co of the South | 6,497 | $1.03M | 0.2% | -3.9% | 0.000% | |
7/3/2025 | Fiduciary Financial Group LLC | 72,099 | $11.05M | 2.0% | +2.6% | 0.000% | |
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7/3/2025 | City Center Advisors LLC | 6,676 | $1.06M | 1.1% | -3.6% | 0.000% | |
7/2/2025 | Michael S. Ryan Inc. | 9,519 | $1.50M | 1.0% | -12.1% | 0.000% | |
7/2/2025 | McAlister Sweet & Associates Inc. | 13,832 | $2.19M | 2.2% | -70.7% | 0.000% | |
7/2/2025 | Norway Savings Bank | 47,608 | $7.52M | 3.9% | -0.9% | 0.000% | |
7/2/2025 | Capital Market Strategies LLC | 69,836 | $11.03M | 7.7% | -34.8% | 0.000% | |
7/2/2025 | Boston Standard Wealth Management LLC | 81,420 | $12.86M | 2.3% | +2,473.3% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 52,102 | $8.23M | 1.0% | +63.8% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 1,427 | $226K | 0.1% | N/A | 0.000% | |
7/2/2025 | Crumly & Associates Inc. | 10,667 | $1.69M | 0.4% | -5.2% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 77,993 | $12.32M | 1.6% | -3.7% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 37,230 | $5.88M | 1.6% | -12.9% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 12,671 | $2.00M | 0.2% | +13.1% | 0.000% | |
7/2/2025 | Jacobs & Co. CA | 319,961 | $50.55M | 5.0% | -2.4% | 0.001% | |
7/2/2025 | LVM Capital Management Ltd. MI | 83,632 | $13.21M | 1.4% | +2.7% | 0.000% | |
7/2/2025 | Waller Financial Planning Group Inc. | 4,643 | $734K | 0.2% | -10.7% | 0.000% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 137,174 | $21.67M | 1.6% | +13.4% | 0.001% | |
7/2/2025 | Central Pacific Bank Trust Division | 108,490 | $17.14M | 2.2% | +7.7% | 0.000% | |
7/1/2025 | Legacy Wealth Management LLC MS | 319,224 | $50.43M | 15.3% | +589.6% | 0.001% | |
7/1/2025 | Park National Corp OH | 745,910 | $117.85M | 3.9% | -4.5% | 0.003% | |
7/1/2025 | Harbor Investment Advisory LLC | 74,270 | $11.73M | 1.0% | +0.1% | 0.000% | |
7/1/2025 | First National Bank Sioux Falls | 1,968 | $311K | 0.1% | N/A | 0.000% | |
7/1/2025 | Stonebridge Capital Management Inc. | 40,145 | $6.34M | 2.5% | +0.7% | 0.000% | |
7/1/2025 | Burkett Financial Services LLC | 5,450 | $861K | 0.3% | +1.3% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 366,208 | $57.86M | 11.4% | +0.1% | 0.002% | |
7/1/2025 | Private Client Services LLC | 20,221 | $3.20M | 1.2% | +17.7% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 42,630 | $6.74M | 1.4% | +0.2% | 0.000% | |
7/1/2025 | Stonehearth Capital Management LLC | 1,809 | $286K | 0.1% | N/A | 0.000% | |
7/1/2025 | Cullen Investment Group LTD. | 112,430 | $17.76M | 2.5% | +0.3% | 0.000% | |
6/30/2025 | Pensionfund Sabic | 48,000 | $5.20M | 1.6% | +43.3% | 0.000% | |
6/27/2025 | AdviceOne Advisory Services LLC | 9,856 | $1.07M | 0.9% | +73.1% | 0.000% | |
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6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 901,713 | $97.73M | 5.5% | N/A | 0.004% | |
6/24/2025 | Rainier Family Wealth Inc. | 41,757 | $4.53M | 5.3% | -5.2% | 0.000% | |
6/23/2025 | Swedbank AB | 41,458,131 | $4.49B | 6.0% | +9.7% | 0.170% | |
6/20/2025 | Real Talk Capital LLC | 7,522 | $815K | 1.1% | +12.2% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 33,548,321 | $3.63B | 4.0% | -1.1% | 0.137% | |
6/17/2025 | Howe & Rusling Inc. | 169,225 | $18.34M | 1.5% | +2.4% | 0.001% | |
6/17/2025 | Ridgepath Capital Management LLC | 7,666 | $831K | 0.4% | -1.1% | 0.000% | |
6/17/2025 | Guinness Asset Management LTD | 372,448 | $40.37M | 0.8% | +5.3% | 0.002% | |
6/16/2025 | Maple Capital Management Inc. | 732,482 | $79.39M | 6.1% | +1.0% | 0.003% | |
6/16/2025 | Lynx Investment Advisory | 11,566 | $1.25M | 0.8% | +5.4% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 71,486 | $7.75M | 5.2% | +1.6% | 0.000% | |
6/13/2025 | Pinnacle Investment Management Ltd | 6,000 | $650K | 7.0% | -47.8% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 9,719 | $1.05M | 0.5% | -2.5% | 0.000% | |
6/10/2025 | Compass Financial Services Inc | 631 | $68K | 0.0% | -14.1% | 0.000% | |
6/9/2025 | 1248 Management LLC | 57,621 | $6.25M | 2.5% | +56.0% | 0.000% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 254,876 | $27.62M | 14.0% | -0.7% | 0.001% | |
6/6/2025 | First Long Island Investors LLC | 385,955 | $41.83M | 3.4% | +3.1% | 0.002% | |
6/6/2025 | Nicola Wealth Management LTD. | 53,000 | $5.74M | 0.6% | N/A | 0.000% | |
6/5/2025 | Cim LLC | 268,671 | $29.12M | 4.3% | +4.2% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 339,121 | $36.75M | 0.0% | +20.3% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 5,951 | $645K | 0.0% | -96.6% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 36,693 | $3.98M | 2.2% | -0.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 4,212 | $457K | 0.0% | +51.5% | 0.000% | |
6/3/2025 | Invst LLC | 63,018 | $6.83M | 0.9% | +32.9% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 230,477 | $24.98M | 2.5% | -30.9% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 152,398 | $16.52M | 0.5% | +38.2% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 26,345 | $2.86M | 2.5% | +9.7% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 15,179 | $1.65M | 0.5% | -2.7% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 3,109,514 | $340.50M | 0.3% | +34.8% | 0.013% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 22,000 | $2.38M | 0.9% | -17.0% | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 42,455 | $4.60M | 3.4% | -1.9% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 318,354 | $34.91M | 4.6% | +23.9% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,000 | $217K | 0.1% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 10,733,423 | $1.16B | 4.9% | N/A | 0.044% | |
5/28/2025 | GK Wealth Management LLC | 7,640 | $828K | 1.0% | +239.0% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 81,181 | $8.80M | 2.3% | +2.8% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 63,313 | $6.86M | 1.0% | +0.2% | 0.000% | |
5/28/2025 | Addison Capital Co | 18,534 | $2.01M | 0.8% | +3.3% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 30,193 | $3.27M | 2.6% | -10.0% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 82,324 | $8.92M | 0.7% | -2.8% | 0.000% | |
5/27/2025 | Carderock Capital Management Inc. | 50,385 | $5.46M | 1.4% | -8.6% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 1,078,336 | $116.87M | 1.8% | +9.0% | 0.004% | |
5/27/2025 | SWS Partners | 59,231 | $6.42M | 2.0% | +0.7% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 317,389 | $34.40M | 4.7% | +20.7% | 0.001% | |
5/23/2025 | Strategic Financial Services Inc. | 11,286 | $1.22M | 0.1% | -11.3% | 0.000% | |
5/23/2025 | Siren L.L.C. | 44,432 | $4.82M | 0.3% | -9.2% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 47,988 | $5.20M | 0.9% | -30.9% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 79,504 | $8.62M | 2.6% | +28.0% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 44,240 | $4.80M | 1.6% | -6.3% | 0.000% | |
5/22/2025 | WBI Investments LLC | 21,568 | $2.34M | 0.6% | +393.4% | 0.000% | |
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5/22/2025 | Kilter Group LLC | 5,248 | $569K | 0.4% | -2.2% | 0.000% | |
5/21/2025 | Westbourne Investments Inc. | 63,370 | $6.87M | 4.1% | -12.4% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 191,267 | $20.73M | 7.5% | +0.7% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 77,420 | $8.39M | 0.8% | +9.3% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 90,197 | $9.78M | 10.0% | -3.0% | 0.000% | |
5/21/2025 | McAdam LLC | 93,613 | $10.15M | 0.6% | +2.9% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 9,349,552 | $1.01B | 2.9% | +4.0% | 0.038% | |
5/21/2025 | Geneos Wealth Management Inc. | 236,801 | $25.67M | 0.9% | +6.2% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 53,748 | $5.83M | 1.1% | +0.3% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 4,629,986 | $501.80M | 5.4% | -0.3% | 0.019% | |