10/9/2025 | Bartlett & CO. Wealth Management LLC | 3,260 | $2.01M | 0.0% | +2.5% | 0.001% | |
10/9/2025 | Independence Bank of Kentucky | 1,243 | $764K | 0.1% | +96.4% | 0.000% | |
10/9/2025 | Jackson Square Capital LLC | 10,509 | $6.46M | 1.4% | +36.6% | 0.004% | |
10/9/2025 | Secure Asset Management LLC | 2,618 | $1.59M | 0.3% | +6.3% | 0.001% | |
10/9/2025 | AdvisorNet Financial Inc | 2,051 | $1.26M | 0.1% | -6.3% | 0.001% | |
10/9/2025 | Financial Enhancement Group LLC | 1,706 | $1.07M | 0.1% | -51.1% | 0.001% | |
10/9/2025 | Centurion Wealth Management LLC | 532 | $327K | 0.1% | +15.9% | 0.000% | |
10/9/2025 | Ridgepath Capital Management LLC | 327 | $201K | 0.1% | N/A | 0.000% | |
10/9/2025 | Curated Wealth Partners LLC | 718 | $441K | 0.1% | -7.8% | 0.000% | |
10/9/2025 | Astoria Portfolio Advisors LLC. | 329 | $206K | 0.1% | N/A | 0.000% | |
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10/9/2025 | U.S. Capital Wealth Advisors LLC | 9,200 | $5.66M | 0.2% | +5.9% | 0.003% | |
10/9/2025 | Prentice Wealth Management LLC | 543 | $334K | 0.1% | +17.5% | 0.000% | |
10/9/2025 | Redhawk Wealth Advisors Inc. | 817 | $503K | 0.1% | +38.7% | 0.000% | |
10/9/2025 | Kampmann Melissa S. | 3,905 | $2.40M | 1.8% | +27.0% | 0.001% | |
10/9/2025 | Bay Harbor Wealth Management LLC | 51 | $31K | 0.0% | +537.5% | 0.000% | |
10/9/2025 | Voya Investment Management LLC | 126,859 | $78.01M | 0.1% | -7.4% | 0.047% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 8,591 | $5.28M | 0.2% | +3.4% | 0.003% | |
10/9/2025 | Guardian Financial Partners LLC | 847 | $521K | 0.2% | -26.0% | 0.000% | |
10/9/2025 | Chapin Davis Inc. | 12,303 | $7.57M | 1.9% | +8.7% | 0.005% | |
10/9/2025 | First Financial Corp IN | 113 | $69K | 0.0% | +21.5% | 0.000% | |
10/9/2025 | Central Valley Advisors LLC | 572 | $352K | 0.1% | N/A | 0.000% | |
10/9/2025 | Park Edge Advisors LLC | 2,210 | $1.36M | 0.3% | -11.0% | 0.001% | |
10/9/2025 | Whalen Wealth Management Inc. | 1,632 | $1.00M | 0.6% | N/A | 0.001% | |
10/9/2025 | Riversedge Advisors LLC | 493 | $303K | 0.1% | N/A | 0.000% | |
10/8/2025 | Sheets Smith Investment Management | 3,605 | $2.22M | 1.4% | +7.9% | 0.001% | |
10/8/2025 | Talbot Financial LLC | 24,043 | $14.78M | 1.3% | +0.8% | 0.009% | |
10/8/2025 | Genesis Private Wealth LLC | 633 | $389K | 0.2% | -18.2% | 0.000% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 3,620 | $2.23M | 0.3% | +86.6% | 0.001% | |
10/8/2025 | Hilltop National Bank | 467 | $287K | 0.1% | +59.9% | 0.000% | |
10/8/2025 | Rise Advisors LLC | 337 | $207K | 0.1% | +24.8% | 0.000% | |
10/8/2025 | Hedges Asset Management LLC | 500 | $307K | 0.2% | -72.2% | 0.000% | |
10/8/2025 | Flower City Capital | 329 | $202K | 0.1% | N/A | 0.000% | |
10/8/2025 | Armstrong Advisory Group Inc. | 971 | $597K | 0.0% | +2.1% | 0.000% | |
10/8/2025 | Fiduciary Alliance LLC | 2,689 | $1.65M | 0.1% | +3.9% | 0.001% | |
10/8/2025 | OLD Point Trust & Financial Services N A | 737 | $453K | 0.1% | -38.7% | 0.000% | |
10/8/2025 | Wedmont Private Capital | 7,725 | $4.68M | 0.2% | -32.8% | 0.003% | |
10/8/2025 | Czech National Bank | 69,140 | $42.51M | 0.3% | +3.6% | 0.025% | |
10/8/2025 | Balefire LLC | 348 | $214K | 0.0% | N/A | 0.000% | |
10/8/2025 | Country Club Bank | 903 | $544K | 0.0% | +4.0% | 0.000% | |
10/8/2025 | Carr Financial Group Corp | 331 | $204K | 0.1% | N/A | 0.000% | |
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10/8/2025 | M.E. Allison & CO. Inc. | 846 | $520K | 0.4% | +3.8% | 0.000% | |
10/8/2025 | Quantum Financial Advisors LLC | 373 | $229K | 0.0% | N/A | 0.000% | |
10/8/2025 | Sendero Wealth Management LLC | 6,113 | $3.76M | 0.4% | -1.7% | 0.002% | |
10/8/2025 | Veracity Capital LLC | 2,721 | $1.67M | 0.5% | +14.7% | 0.001% | |
10/7/2025 | Cooper Financial Group | 978 | $601K | 0.1% | N/A | 0.000% | |
10/7/2025 | FOCUS Wealth Advisors LLC | 1,155 | $710K | 0.3% | -18.5% | 0.000% | |
10/7/2025 | Acropolis Investment Management LLC | 446 | $274K | 0.0% | N/A | 0.000% | |
10/7/2025 | Silverberg Bernstein Capital Management LLC | 1,040 | $639K | 0.4% | -1.9% | 0.000% | |
10/7/2025 | Channel Wealth LLC | 488 | $300K | 0.1% | -84.9% | 0.000% | |
10/7/2025 | Lynch & Associates IN | 480 | $295K | 0.1% | -13.4% | 0.000% | |
10/7/2025 | Renaissance Investment Group LLC | 19,071 | $11.73M | 2.4% | +2.5% | 0.007% | |
10/7/2025 | Canandaigua National Bank & Trust Co. | 2,743 | $1.69M | 0.1% | +13.3% | 0.001% | |
10/7/2025 | Assenagon Asset Management S.A. | 8,755 | $5.38M | 0.0% | -99.0% | 0.003% | |
10/7/2025 | Traphagen Investment Advisors LLC | 1,418 | $872K | 0.1% | +1.2% | 0.001% | |
10/7/2025 | Cullen Investment Group LTD. | 1,045 | $622K | 0.1% | -2.2% | 0.000% | |
10/7/2025 | Salem Investment Counselors Inc. | 2,555 | $1.57M | 0.0% | -2.9% | 0.001% | |
10/7/2025 | Sonora Investment Management Group LLC | 450 | $277K | 0.0% | +11.1% | 0.000% | |
10/7/2025 | Union Bancaire Privee UBP SA | 1,688 | $1.04M | 0.0% | -21.4% | 0.001% | |
10/7/2025 | Sanders Morris Harris LLC | 1,992 | $1.23M | 0.2% | N/A | 0.001% | |
10/7/2025 | Graves Light Lenhart Wealth Inc. | 698 | $429K | 0.0% | -2.6% | 0.000% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 598 | $368K | 0.0% | +11.2% | 0.000% | |
10/6/2025 | Moody National Bank Trust Division | 4,781 | $2.94M | 0.2% | -1.9% | 0.002% | |
10/6/2025 | Fragasso Financial Advisors Inc | 493 | $293K | 0.0% | N/A | 0.000% | |
10/6/2025 | Heartwood Wealth Advisors LLC | 145 | $89K | 0.0% | N/A | 0.000% | |
10/6/2025 | Overbrook Management Corp | 8,845 | $5.44M | 1.0% | -53.2% | 0.003% | |
10/6/2025 | New England Research & Management Inc. | 3,910 | $2.40M | 1.1% | +450.7% | 0.001% | |
10/6/2025 | Venture Visionary Partners LLC | 4,748 | $2.92M | 0.1% | +22.2% | 0.002% | |
10/6/2025 | Nilsine Partners LLC | 378 | $232K | 0.0% | N/A | 0.000% | |
10/3/2025 | HCR Wealth Advisors | 996 | $604K | 0.1% | +14.4% | 0.000% | |
10/3/2025 | Jackson Wealth Management LLC | 904 | $556K | 0.1% | -10.2% | 0.000% | |
10/3/2025 | Aaron Wealth Advisors LLC | 2,793 | $1.72M | 0.1% | +21.3% | 0.001% | |
10/3/2025 | Shorepoint Capital Partners LLC | 5,411 | $3.33M | 0.7% | N/A | 0.002% | |
10/2/2025 | Central Pacific Bank Trust Division | 1,953 | $1.20M | 0.1% | +8.6% | 0.001% | |
10/2/2025 | GAMMA Investing LLC | 8,655 | $5.32M | 0.3% | +7.9% | 0.003% | |
10/2/2025 | Bank of New Hampshire | 1,046 | $643K | 0.1% | +2.4% | 0.000% | |
10/2/2025 | Capital Asset Advisory Services LLC | 350 | $215K | 0.0% | N/A | 0.000% | |
10/1/2025 | Park National Corp OH | 69,379 | $42.66M | 1.3% | -10.9% | 0.025% | |
10/1/2025 | Cacti Asset Management LLC | 5,820 | $3.52M | 0.2% | -3.3% | 0.002% | |
10/1/2025 | Vigilare Wealth Management | 3,607 | $2.22M | 0.8% | +1.5% | 0.001% | |
10/1/2025 | Neville Rodie & Shaw Inc. | 17,103 | $10.52M | 0.8% | -6.9% | 0.006% | |
10/1/2025 | Praxis Investment Management Inc. | 6,598 | $4.06M | 0.2% | +11.8% | 0.002% | |
9/26/2025 | Corient Private Wealth LLC | 56,086 | $29.68M | 0.0% | +5.6% | 0.021% | |
9/25/2025 | CacheTech Inc. | 559 | $296K | 0.1% | N/A | 0.000% | |
9/25/2025 | Adams Wealth Management | 559 | $296K | 0.1% | N/A | 0.000% | |
9/24/2025 | Texas Permanent School Fund Corp | 23,102 | $12.22M | 0.1% | -28.6% | 0.008% | |
9/22/2025 | Caldwell Trust Co | 1,133 | $600K | 0.1% | N/A | 0.000% | |
9/12/2025 | Valeo Financial Advisors LLC | 7,131 | $3.77M | 0.1% | +1.2% | 0.003% | |
9/9/2025 | NWF Advisory Services Inc. | 604 | $320K | 0.0% | N/A | 0.000% | |
9/4/2025 | V. M. Manning & CO. Inc. | 3,484 | $1.84M | 2.1% | N/A | 0.001% | |
8/29/2025 | Total Investment Management Inc. | 96 | $51K | 0.0% | N/A | 0.000% | |
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8/29/2025 | Centaurus Financial Inc. | 2,570 | $1.36M | 0.1% | +12.8% | 0.001% | |
8/27/2025 | Orion Porfolio Solutions LLC | 14,167 | $7.50M | 0.1% | +28.8% | 0.005% | |
8/27/2025 | Munro Partners | 182,888 | $96.78M | 3.0% | N/A | 0.067% | |
8/26/2025 | Thrivent Financial for Lutherans | 25,463 | $13.36M | 0.0% | +59.8% | 0.009% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 4,735 | $2.51M | 0.3% | N/A | 0.002% | |
8/25/2025 | Silverlake Wealth Management LLC | 1,028 | $544K | 0.2% | +35.1% | 0.000% | |
8/25/2025 | Fulcrum Equity Management | 941 | $498K | 0.5% | +10.1% | 0.000% | |
8/21/2025 | Clarion Wealth Managment Partners LLC | 754 | $399K | 0.4% | N/A | 0.000% | |
8/20/2025 | Kentucky Retirement Systems | 17,462 | $9.24M | 0.3% | -6.1% | 0.006% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 7,411 | $3.92M | 0.3% | -6.5% | 0.003% | |