7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 783,488 | $55.43M | 0.5% | +5.4% | 0.018% | |
7/10/2025 | KMG Fiduciary Partners LLC | 169,086 | $11.96M | 0.9% | +0.1% | 0.004% | |
7/10/2025 | Signal Advisors Wealth LLC | 6,352 | $449K | 0.0% | +15.1% | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 27,383 | $1.95M | 0.1% | +1.1% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 20,132 | $1.41M | 0.1% | +3.1% | 0.000% | |
7/10/2025 | Sunflower Bank N.A. | 27,480 | $1.94M | 0.5% | -1.3% | 0.001% | |
7/10/2025 | Financial Management Network Inc. | 3,056 | $218K | 0.0% | N/A | 0.000% | |
7/10/2025 | Chickasaw Capital Management LLC | 40,747 | $2.88M | 0.1% | -5.2% | 0.001% | |
7/9/2025 | Intelligence Driven Advisers LLC | 3,684 | $261K | 0.0% | +6.3% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 74,869 | $5.30M | 0.2% | +3.3% | 0.002% | |
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7/9/2025 | Gilman Hill Asset Management LLC | 10,070 | $712K | 0.1% | +1.6% | 0.000% | |
7/9/2025 | Bruce G. Allen Investments LLC | 5,899 | $417K | 0.3% | -4.6% | 0.000% | |
7/9/2025 | Channel Wealth LLC | 5,878 | $416K | 0.1% | -37.7% | 0.000% | |
7/9/2025 | PFW Advisors LLC | 455,909 | $32.26M | 9.9% | -2.1% | 0.011% | |
7/9/2025 | Stokes Capital Advisors LLC | 106,438 | $7.53M | 1.8% | +1.2% | 0.002% | |
7/9/2025 | Pines Wealth Management LLC | 5,939 | $424K | 0.1% | -7.9% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 280,305 | $19.83M | 0.9% | +4.6% | 0.007% | |
7/9/2025 | Sunpointe LLC | 13,837 | $986K | 0.4% | +118.7% | 0.000% | |
7/9/2025 | Sapient Capital LLC | 312,589 | $22.28M | 0.4% | -0.8% | 0.007% | |
7/9/2025 | Procyon Advisors LLC | 17,580 | $1.24M | 0.1% | -77.3% | 0.000% | |
7/9/2025 | Pallas Capital Advisors LLC | 143,117 | $10.13M | 0.4% | -0.2% | 0.003% | |
7/9/2025 | Affinity Capital Advisors LLC | 4,603 | $326K | 0.1% | -44.1% | 0.000% | |
7/9/2025 | GSG Advisors LLC | 4,356 | $308K | 0.1% | +4.7% | 0.000% | |
7/9/2025 | Westbourne Investments Inc. | 4,060 | $287K | 0.2% | -4.7% | 0.000% | |
7/9/2025 | Lbmc Investment Advisors LLC | 38,897 | $2.75M | 0.2% | -2.5% | 0.001% | |
7/9/2025 | Fermata Advisors LLC | 2,848 | $202K | 0.1% | -55.5% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 35,123 | $2.49M | 0.3% | +2.9% | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 7,253 | $513K | 0.1% | +139.6% | 0.000% | |
7/9/2025 | Hardin Capital Partners LLC | 10,485 | $751K | 0.4% | -6.2% | 0.000% | |
7/9/2025 | Balefire LLC | 9,469 | $670K | 0.1% | +103.4% | 0.000% | |
7/9/2025 | New England Research & Management Inc. | 22,858 | $1.62M | 0.8% | +0.7% | 0.001% | |
7/9/2025 | Krilogy Financial LLC | 10,170 | $720K | 0.0% | -11.9% | 0.000% | |
7/9/2025 | Harbor Capital Advisors Inc. | 61,916 | $4.38M | 0.2% | -0.6% | 0.001% | |
7/9/2025 | Fragasso Financial Advisors Inc | 8,340 | $590K | 0.0% | +10.6% | 0.000% | |
7/9/2025 | Fiduciary Alliance LLC | 21,049 | $1.49M | 0.1% | +11.7% | 0.000% | |
7/9/2025 | First Bank & Trust | 25,007 | $1.77M | 0.3% | -2.5% | 0.001% | |
7/9/2025 | Central Bank & Trust Co. | 16,730 | $1.18M | 0.2% | +4.0% | 0.000% | |
7/9/2025 | Byrne Asset Management LLC | 1,065 | $75K | 0.1% | -15.8% | 0.000% | |
7/9/2025 | Woodstock Corp | 49,361 | $3.49M | 0.3% | -0.9% | 0.001% | |
7/9/2025 | Veracity Capital LLC | 27,843 | $1.97M | 0.7% | -2.0% | 0.001% | |
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7/9/2025 | Lifestyle Asset Management Inc. | 3,536 | $250K | 0.1% | +10.3% | 0.000% | |
7/9/2025 | Westmount Partners LLC | 12,481 | $883K | 0.2% | -3.2% | 0.000% | |
7/9/2025 | Beacon Financial Group | 63,718 | $4.51M | 0.5% | -5.8% | 0.001% | |
7/9/2025 | Reyes Financial Architecture Inc. | 4,355 | $308K | 0.3% | +190.3% | 0.000% | |
7/9/2025 | Czech National Bank | 946,845 | $66.99M | 0.5% | +6.5% | 0.022% | |
7/9/2025 | Livforsakringsbolaget Skandia Omsesidigt | 29,907 | $2.12M | 0.0% | -70.6% | 0.001% | |
7/9/2025 | First Financial Corp IN | 13,088 | $926K | 0.4% | -1.5% | 0.000% | |
7/9/2025 | Sandy Cove Advisors LLC | 20,252 | $1.43M | 0.5% | -10.7% | 0.000% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 148,640 | $10.52M | 0.3% | -11.4% | 0.003% | |
7/8/2025 | Strategic Advocates LLC | 5,748 | $407K | 0.1% | +3.7% | 0.000% | |
7/8/2025 | IAM Advisory LLC | 3,158 | $223K | 0.1% | +10.6% | 0.000% | |
7/8/2025 | First National Corp MA ADV | 8,360 | $591K | 0.1% | +2.5% | 0.000% | |
7/8/2025 | Everpar Advisors LLC | 15,874 | $1.12M | 0.5% | -19.9% | 0.000% | |
7/8/2025 | Northstar Advisory Group LLC | 28,686 | $2.03M | 1.0% | +243.5% | 0.001% | |
7/8/2025 | Dover Advisors LLC | 70,018 | $4.95M | 2.2% | -1.5% | 0.002% | |
7/8/2025 | Arlington Trust Co LLC | 4,656 | $329K | 0.1% | -4.4% | 0.000% | |
7/8/2025 | Davis Investment Partners LLC | 7,406 | $531K | 0.2% | +4.3% | 0.000% | |
7/8/2025 | Chemistry Wealth Management LLC | 12,223 | $865K | 0.2% | +3.2% | 0.000% | |
7/8/2025 | Avity Investment Management Inc. | 44,986 | $3.18M | 0.2% | -1.5% | 0.001% | |
7/8/2025 | Adamsbrown Wealth Consultants LLC | 5,080 | $359K | 0.1% | +8.8% | 0.000% | |
7/8/2025 | Ransom Advisory Ltd | 11,573 | $819K | 0.4% | -3.7% | 0.000% | |
7/8/2025 | Atlas Brown Inc. | 20,050 | $1.42M | 0.5% | -1.6% | 0.000% | |
7/8/2025 | MRA Advisory Group | 5,202 | $368K | 0.2% | -17.4% | 0.000% | |
7/8/2025 | Richard P Slaughter Associates Inc | 11,874 | $840K | 0.2% | +7.0% | 0.000% | |
7/8/2025 | Canandaigua National Trust Co of Florida | 7,405 | $524K | 0.4% | +26.7% | 0.000% | |
7/8/2025 | Allen Mooney & Barnes Investment Advisors LLC | 41,646 | $2.95M | 0.5% | +1.1% | 0.001% | |
7/8/2025 | Canandaigua National Bank & Trust Co. | 96,807 | $6.85M | 0.6% | +12.3% | 0.002% | |
7/8/2025 | RMR Wealth Builders | 20,799 | $1.48M | 0.1% | +1.3% | 0.000% | |
7/8/2025 | NBC Securities Inc. | 36,829 | $2.61M | 0.2% | -25.0% | 0.001% | |
7/8/2025 | Apella Capital LLC | 20,192 | $1.43M | 0.0% | +14.0% | 0.000% | |
7/8/2025 | First International Bank & Trust | 3,200 | $226K | 0.1% | -20.8% | 0.000% | |
7/8/2025 | Bard Financial Services Inc. | 178,197 | $12.61M | 1.5% | -0.7% | 0.004% | |
7/8/2025 | Heartwood Wealth Advisors LLC | 20,160 | $1.43M | 0.1% | +3.8% | 0.000% | |
7/8/2025 | Quintet Private Bank Europe S.A. | 165,611 | $11.72M | 0.7% | -39.8% | 0.004% | |
7/8/2025 | Gradient Investments LLC | 530,110 | $37.51M | 0.7% | +1.9% | 0.012% | |
7/8/2025 | E. Ohman J or Asset Management AB | 172,505 | $12.21M | 0.3% | -2.9% | 0.004% | |
7/8/2025 | Mirabaud & Cie SA | 28,383 | $2.01M | 0.6% | N/A | 0.001% | |
7/8/2025 | Cultivar Capital Inc. | 6,461 | $457K | 0.3% | +32.7% | 0.000% | |
7/8/2025 | Parallel Advisors LLC | 89,819 | $6.36M | 0.1% | +4.7% | 0.002% | |
7/7/2025 | Investors Research Corp | 10,112 | $715K | 0.1% | -2.9% | 0.000% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 14,242 | $1.01M | 0.2% | +9.0% | 0.000% | |
7/7/2025 | Fox Hill Wealth Management | 11,738 | $830K | 0.4% | N/A | 0.000% | |
7/7/2025 | Accelerate Investment Advisors LLC | 3,190 | $226K | 0.2% | +11.3% | 0.000% | |
7/7/2025 | Capital Asset Advisory Services LLC | 60,444 | $4.33M | 0.2% | -11.7% | 0.001% | |
7/7/2025 | Wesbanco Bank Inc. | 307,149 | $21.73M | 0.6% | -1.4% | 0.007% | |
7/7/2025 | HMS Capital Management LLC | 17,387 | $1.23M | 0.6% | -7.0% | 0.000% | |
7/7/2025 | Good Steward Wealth Advisors LLC | 4,877 | $345K | 0.3% | -29.5% | 0.000% | |
7/7/2025 | Insight Wealth Strategies LLC | 3,137 | $225K | 0.0% | +8.4% | 0.000% | |
7/7/2025 | Dominguez Wealth Management Solutions Inc. | 8,540 | $604K | 0.4% | -1.7% | 0.000% | |
7/7/2025 | Armstrong Henry H Associates Inc. | 137,304 | $9.71M | 0.9% | -3.1% | 0.003% | |
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7/7/2025 | Roxbury Financial LLC | 14,050 | $994K | 1.0% | -2.4% | 0.000% | |
7/7/2025 | Greenfield Savings Bank | 22,341 | $1.58M | 0.7% | +7.9% | 0.001% | |
7/7/2025 | Nova Wealth Management Inc. | 771 | $55K | 0.0% | +671.0% | 0.000% | |
7/7/2025 | Bangor Savings Bank | 10,611 | $751K | 0.1% | -5.0% | 0.000% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 15,507 | $1.10M | 0.1% | +7.9% | 0.000% | |
7/7/2025 | Aletheian Wealth Advisors LLC | 4,883 | $345K | 0.2% | -3.1% | 0.000% | |
7/7/2025 | Centurion Wealth Management LLC | 10,735 | $759K | 0.2% | -7.1% | 0.000% | |
7/7/2025 | Douglas Lane & Associates LLC | 1,003,540 | $71M | 1.0% | -3.0% | 0.023% | |
7/7/2025 | RB Capital Management LLC | 34,606 | $2.45M | 0.6% | -2.6% | 0.001% | |
7/3/2025 | Garde Capital Inc. | 1,209 | $86K | 0.0% | +184.5% | 0.000% | |