7/25/2025 | Kellett Wealth Advisors LLC | 8,787 | $1.39M | 0.9% | -4.7% | 0.000% | |
7/25/2025 | Community Bank N.A. | 46,814 | $7.40M | 1.0% | -3.0% | 0.000% | |
7/25/2025 | Northwest Capital Management Inc | 7,054 | $1.11M | 0.6% | -33.1% | 0.000% | |
7/25/2025 | Defender Capital LLC. | 6,450 | $1.02M | 0.3% | +46.6% | 0.000% | |
7/25/2025 | Heartland Bank & Trust Co | 73,921 | $11.68M | 5.5% | -1.2% | 0.000% | |
7/25/2025 | NorthRock Partners LLC | 445,110 | $70.35M | 1.8% | +3.5% | 0.002% | |
7/25/2025 | Priebe Wealth Holdings LLC | 1,284 | $203K | 0.2% | -81.7% | 0.000% | |
7/25/2025 | Verdence Capital Advisors LLC | 82,911 | $13.10M | 0.9% | +10.9% | 0.000% | |
7/25/2025 | Atria Wealth Solutions Inc. | 549,711 | $87.05M | 2.0% | -59.9% | 0.002% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 1,182,310 | $186.79M | 0.7% | +11.9% | 0.005% | |
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7/25/2025 | Kintegral Advisory LLC | 618,927 | $97.79M | 8.8% | -0.2% | 0.003% | |
7/25/2025 | Endowment Wealth Management Inc. | 1,584 | $250K | 0.1% | N/A | 0.000% | |
7/25/2025 | Delaney Dennis R | 71,575 | $11.31M | 5.8% | -2.1% | 0.000% | |
7/25/2025 | Oregon Public Employees Retirement Fund | 2,108,279 | $333.09M | 5.9% | +0.2% | 0.009% | |
7/25/2025 | Wealth Architects LLC | 31,466 | $4.97M | 0.5% | +1.7% | 0.000% | |
7/25/2025 | RoundAngle Advisors LLC | 20,111 | $3.18M | 2.7% | +5.3% | 0.000% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 92,368 | $16.05M | 4.5% | -1.3% | 0.000% | |
7/25/2025 | Concord Asset Management LLC VA | 206,491 | $32.62M | 4.9% | +115.4% | 0.001% | |
7/25/2025 | Total Clarity Wealth Management Inc. | 37,925 | $5.99M | 1.7% | +1.7% | 0.000% | |
7/25/2025 | Vest Financial LLC | 465,175 | $73.49M | 1.0% | +46.9% | 0.002% | |
7/25/2025 | Yousif Capital Management LLC | 2,851,873 | $450.57M | 4.9% | -1.3% | 0.012% | |
7/25/2025 | Riverpoint Wealth Management Holdings LLC | 5,340 | $844K | 0.2% | +10.8% | 0.000% | |
7/25/2025 | Montrusco Bolton Investments Inc. | 4,760,297 | $735.80M | 8.2% | -10.1% | 0.020% | |
7/25/2025 | M.E. Allison & CO. Inc. | 7,660 | $1.21M | 1.0% | +17.8% | 0.000% | |
7/25/2025 | Lion Street Advisors LLC | 25,091 | $3.96M | 1.2% | -26.2% | 0.000% | |
7/25/2025 | Griffin Asset Management Inc. | 82,403 | $13.02M | 1.5% | -1.7% | 0.000% | |
7/25/2025 | Pegasus Asset Management Inc. | 78,593 | $12.42M | 4.3% | +2.4% | 0.000% | |
7/25/2025 | ONE Advisory Partners LLC | 60,037 | $10.25M | 3.4% | -3.3% | 0.000% | |
7/25/2025 | Welch Group LLC | 184,091 | $29.09M | 1.2% | +2.6% | 0.001% | |
7/25/2025 | Presilium Private Wealth LLC | 3,825 | $604K | 0.1% | +15.0% | 0.000% | |
7/25/2025 | Pathway Financial Advisors LLC | 22,371 | $3.53M | 0.5% | +1.9% | 0.000% | |
7/25/2025 | Cypress Capital Group | 121,545 | $19.20M | 2.4% | +2.1% | 0.000% | |
7/25/2025 | Stephens Consulting LLC | 25,821 | $4.08M | 1.0% | +2.6% | 0.000% | |
7/25/2025 | Bill Few Associates Inc. | 91,468 | $14.45M | 4.1% | -13.5% | 0.000% | |
7/25/2025 | Dynamic Financial Group | 3,808 | $602K | 0.6% | +2.7% | 0.000% | |
7/25/2025 | MOKAN Wealth Management Inc. | 20,828 | $3.29M | 1.8% | -0.5% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 8,492,196 | $1.30B | 2.2% | +8.4% | 0.035% | |
7/25/2025 | RHS Financial LLC | 9,530 | $1.51M | 0.9% | -7.6% | 0.000% | |
7/25/2025 | Almanack Investment Partners LLC. | 28,223 | $4.46M | 0.7% | +1.0% | 0.000% | |
7/25/2025 | Mitchell Capital Management Co. | 289,817 | $49.97M | 9.3% | -13.4% | 0.001% | |
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7/25/2025 | Ellis Investment Partners LLC | 9,146 | $1.45M | 0.3% | +1.7% | 0.000% | |
7/25/2025 | Joel Adams & Associates Inc. | 1,590 | $251K | 0.2% | -20.1% | 0.000% | |
7/25/2025 | Index Fund Advisors Inc. | 29,564 | $4.67M | 0.3% | +479.0% | 0.000% | |
7/25/2025 | M3 Advisory Group LLC | 31,888 | $5.04M | 3.5% | +7.0% | 0.000% | |
7/25/2025 | McNamara Financial Services Inc. | 15,018 | $2.37M | 0.5% | -3.4% | 0.000% | |
7/25/2025 | Yarger Wealth Strategies LLC | 15,204 | $2.40M | 1.3% | +38.0% | 0.000% | |
7/25/2025 | Sharp Financial Services LLC | 16,312 | $2.58M | 1.7% | +15.3% | 0.000% | |
7/25/2025 | Retirement Planning Group LLC NY | 5,630 | $890K | 0.8% | +24.8% | 0.000% | |
7/25/2025 | Libra Wealth LLC | 56,966 | $9M | 2.9% | +1.1% | 0.000% | |
7/25/2025 | G2 Capital Management LLC OH | 32,197 | $5.09M | 1.4% | +0.3% | 0.000% | |
7/25/2025 | Clarendon Private LLC | 62,628 | $9.90M | 9.5% | -3.9% | 0.000% | |
7/25/2025 | CCG Wealth Management LLC | 11,524 | $1.82M | 1.0% | +13.5% | 0.000% | |
7/25/2025 | GW Henssler & Associates Ltd. | 149,817 | $23.67M | 1.3% | +4.1% | 0.001% | |
7/25/2025 | Alpha Financial Partners LLC | 5,857 | $925K | 0.7% | +14.3% | 0.000% | |
7/25/2025 | Acorn Creek Capital LLC | 17,075 | $2.70M | 1.1% | +2.3% | 0.000% | |
7/25/2025 | Mitchell Sinkler & Starr PA | 61,461 | $9.71M | 4.6% | +2.2% | 0.000% | |
7/25/2025 | Landmark Wealth Management LLC | 3,777 | $597K | 0.3% | -4.6% | 0.000% | |
7/25/2025 | LRI Investments LLC | 70,692 | $11.17M | 0.8% | +6.2% | 0.000% | |
7/25/2025 | Prostatis Group LLC | 13,981 | $2.21M | 0.6% | +35.2% | 0.000% | |
7/25/2025 | Legal Advantage Investments Inc. | 24,796 | $3.92M | 1.8% | +8.8% | 0.000% | |
7/25/2025 | Commonwealth Financial Services LLC | 67,256 | $10.63M | 2.0% | +5.6% | 0.000% | |
7/25/2025 | Valley Brook Capital Group Inc. | 28,398 | $4.49M | 3.4% | -8.9% | 0.000% | |
7/25/2025 | SPC Financial Inc. | 29,685 | $4.69M | 0.4% | -3.2% | 0.000% | |
7/25/2025 | Meritage Portfolio Management | 319,052 | $50.41M | 3.2% | -17.5% | 0.001% | |
7/25/2025 | Second Half Financial Partners LLC | 10,196 | $1.61M | 0.8% | -12.4% | 0.000% | |
7/25/2025 | Gibson Capital LLC | 13,237 | $2.09M | 0.4% | -18.0% | 0.000% | |
7/25/2025 | Transcendent Capital Group LLC | 19,708 | $3.11M | 1.6% | +1.3% | 0.000% | |
7/25/2025 | OFI Invest Asset Management | 2,544,962 | $402.08M | 0.3% | -6.7% | 0.010% | |
7/25/2025 | Ackerman Capital Advisors LLC | 1,322 | $209K | 0.0% | N/A | 0.000% | |
7/25/2025 | Lodestar Private Asset Management LLC | 21,355 | $3.37M | 0.4% | +2.2% | 0.000% | |
7/25/2025 | Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 39,832 | $6.29M | 0.7% | +3.1% | 0.000% | |
7/25/2025 | Means Investment CO. Inc. | 274,952 | $43.44M | 4.1% | +1.9% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 3,477,711 | $549.70M | 6.2% | +18.4% | 0.014% | |
7/25/2025 | Hobbs Group Advisors LLC | 10,498 | $1.66M | 0.6% | +39.9% | 0.000% | |
7/25/2025 | Oak Ridge Investments LLC | 950,301 | $150.14M | 10.8% | +6.5% | 0.004% | |
7/25/2025 | Summa Corp. | 604,803 | $95.55M | 49.6% | -22.9% | 0.002% | |
7/25/2025 | CV Advisors LLC | 109,375 | $17.28M | 5.3% | +3.1% | 0.000% | |
7/25/2025 | Sather Financial Group Inc | 9,658 | $1.53M | 0.1% | +2.0% | 0.000% | |
7/25/2025 | Udine Wealth Management Inc. | 32,412 | $5.12M | 3.0% | -5.5% | 0.000% | |
7/25/2025 | Sovereign Financial Group Inc. | 34,775 | $5.49M | 1.1% | +0.9% | 0.000% | |
7/25/2025 | Tranquility Partners LLC | 41,868 | $6.62M | 2.4% | +0.7% | 0.000% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 91,512 | $14.46M | 4.0% | +0.7% | 0.000% | |
7/25/2025 | Asset Planning Inc | 24,307 | $3.84M | 2.9% | -0.4% | 0.000% | |
7/25/2025 | Johnson Investment Counsel Inc. | 387,953 | $61.29M | 0.5% | +9.1% | 0.002% | |
7/25/2025 | waypoint wealth counsel | 27,353 | $4.32M | 2.1% | +5.7% | 0.000% | |
7/25/2025 | Investment Advisory Group LLC | 14,154 | $2.24M | 0.7% | +6.3% | 0.000% | |
7/25/2025 | AdviceOne Advisory Services LLC | 10,708 | $1.69M | 1.2% | +8.6% | 0.000% | |
7/25/2025 | Matrix Asset Advisors Inc. NY | 8,421 | $1.33M | 0.1% | -22.7% | 0.000% | |
7/25/2025 | 1858 Wealth Management LLC | 38,999 | $6.16M | 4.5% | +0.5% | 0.000% | |
7/25/2025 | Inman Jager Wealth Management LLC | 4,945 | $781K | 0.5% | -47.0% | 0.000% | |
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7/25/2025 | GFS Advisors LLC | 69,821 | $11.03M | 1.5% | +70.7% | 0.000% | |
7/25/2025 | APEIRON CAPITAL Ltd | 160,400 | $25K | 0.0% | -26.9% | 0.001% | |
7/25/2025 | Stonehage Fleming Financial Services Holdings Ltd | 22,249 | $3.52M | 0.1% | -1.3% | 0.000% | |
7/25/2025 | Apollon Financial LLC | 204,266 | $32.27M | 6.7% | +0.3% | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 1,284,318 | $202.91M | 4.0% | +2.1% | 0.005% | |
7/25/2025 | Keener Financial Planning LLC | 7,190 | $1.14M | 0.6% | +125.4% | 0.000% | |
7/25/2025 | Hemington Wealth Management | 23,527 | $3.72M | 0.5% | +7.2% | 0.000% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 594,127 | $93.87M | 3.9% | +4.5% | 0.002% | |
7/25/2025 | Constellation Investimentos e Participacoes Ltda | 3,720 | $588K | 1.1% | -1.6% | 0.000% | |
7/25/2025 | Natural Investments LLC | 120,006 | $18.96M | 4.9% | +9.0% | 0.000% | |