10/21/2025 | SJS Investment Consulting Inc. | 12,167 | $918K | 0.1% | +57,838.1% | 0.001% | |
10/21/2025 | Mayfair Advisory Group LLC | 3,122 | $236K | 0.1% | N/A | 0.000% | |
10/21/2025 | SteelPeak Wealth LLC | 3,334 | $252K | 0.0% | N/A | 0.000% | |
10/21/2025 | Retirement Guys Formula LLC | 15,327 | $1.16M | 0.4% | +3.0% | 0.001% | |
10/21/2025 | Relyea Zuckerberg Hanson LLC | 6,418 | $484K | 0.1% | -23.7% | 0.000% | |
10/21/2025 | Silver Oak Securities Incorporated | 23,092 | $1.74M | 0.1% | +24.5% | 0.001% | |
10/21/2025 | PUREfi Wealth LLC | 13,575 | $1.03M | 0.8% | +5.8% | 0.001% | |
10/21/2025 | Amplius Wealth Advisors LLC | 4,965 | $375K | 0.0% | +10.7% | 0.000% | |
10/21/2025 | Generali Asset Management SPA SGR | 113,920 | $8.60M | 0.2% | -2.6% | 0.006% | |
10/21/2025 | CapWealth Advisors LLC | 265,902 | $20.07M | 1.8% | +1.7% | 0.013% | |
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10/21/2025 | Golden State Equity Partners | 19,079 | $1.44M | 0.2% | -19.5% | 0.001% | |
10/21/2025 | Mattern Capital Management LLC | 160,040 | $12.08M | 1.4% | +12.3% | 0.008% | |
10/21/2025 | Guyasuta Investment Advisors Inc. | 5,891 | $445K | 0.0% | -21.2% | 0.000% | |
10/21/2025 | Financial Consulate Inc. | 1,420 | $107K | 0.0% | N/A | 0.000% | |
10/21/2025 | Salomon & Ludwin LLC | 2,542 | $204K | 0.0% | +41.1% | 0.000% | |
10/21/2025 | E&G Advisors LP | 20,484 | $1.55M | 0.4% | +7.5% | 0.001% | |
10/21/2025 | West Branch Capital LLC | 850 | $64K | 0.0% | -12.7% | 0.000% | |
10/21/2025 | Ninety One North America Inc. | 340,644 | $25.72M | 1.2% | +3.1% | 0.017% | |
10/21/2025 | Ninety One UK Ltd | 2,448,665 | $184.85M | 0.4% | +2.0% | 0.119% | |
10/21/2025 | Romano Brothers AND Company | 39,017 | $2.95M | 0.3% | -1.6% | 0.002% | |
10/21/2025 | Roberts Wealth Advisors LLC | 73,961 | $5.58M | 1.5% | +1.2% | 0.004% | |
10/21/2025 | Mather Group LLC. | 11,168 | $843K | 0.0% | +13.1% | 0.001% | |
10/20/2025 | Mattern Wealth Management LLC | 16,920 | $1.28M | 0.3% | -5.2% | 0.001% | |
10/20/2025 | Pinnacle Wealth Management Advisory Group LLC | 25,261 | $1.91M | 0.1% | -2.2% | 0.001% | |
10/20/2025 | Davidson Trust Co. | 22,188 | $1.68M | 0.7% | +12.7% | 0.001% | |
10/20/2025 | Monarch Capital Management Inc. | 59,515 | $4.49M | 1.1% | +1.4% | 0.003% | |
10/20/2025 | Croban | 17,109 | $1.29M | 0.9% | +1.8% | 0.001% | |
10/20/2025 | Burns J W & Co. Inc. NY | 12,957 | $978K | 0.1% | -4.6% | 0.001% | |
10/20/2025 | Accurate Wealth Management LLC | 7,723 | $583K | 0.1% | -21.1% | 0.000% | |
10/20/2025 | Hennessy Advisors Inc. | 6,570 | $496K | 0.0% | -37.8% | 0.000% | |
10/20/2025 | Trail Ridge Investment Advisors LLC | 20,240 | $1.53M | 0.7% | +4.7% | 0.001% | |
10/20/2025 | Miracle Mile Advisors LLC | 30,358 | $2.29M | 0.0% | +32.4% | 0.001% | |
10/20/2025 | Advocate Group LLC | 56,357 | $4.25M | 0.7% | -0.5% | 0.003% | |
10/20/2025 | Nicholas Wealth LLC. | 43,250 | $3.27M | 1.4% | +22.8% | 0.002% | |
10/20/2025 | Allspring Global Investments Holdings LLC | 2,416,891 | $190.14M | 0.3% | +3.1% | 0.117% | |
10/20/2025 | Stonebridge Financial Group LLC | 70,195 | $5.30M | 0.5% | +1.2% | 0.003% | |
10/20/2025 | Merit Financial Group LLC | 71,330 | $5.39M | 0.0% | +0.3% | 0.003% | |
10/20/2025 | Hamilton Point Investment Advisors LLC | 102,037 | $7.70M | 1.2% | +0.5% | 0.005% | |
10/20/2025 | Security National Bank | 98,008 | $7.40M | 1.1% | +5.5% | 0.005% | |
10/20/2025 | Moody Lynn & Lieberson LLC | 7,701 | $581K | 0.0% | -25.8% | 0.000% | |
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10/20/2025 | Adirondack Trust Co. | 24,985 | $1.89M | 0.6% | -1.3% | 0.001% | |
10/20/2025 | MFA Wealth Advisors LLC | 7,082 | $535K | 0.1% | +5.4% | 0.000% | |
10/20/2025 | Consilium Wealth Advisory LLC | 2,741 | $207K | 0.1% | N/A | 0.000% | |
10/20/2025 | Marietta Wealth Management LLC | 102,583 | $7.74M | 0.9% | +2.9% | 0.005% | |
10/20/2025 | OMNI 360 Wealth Inc. | 7,070 | $534K | 0.3% | -6.4% | 0.000% | |
10/20/2025 | Meridian Financial Partners LLC | 24,302 | $1.84M | 0.8% | +0.7% | 0.001% | |
10/20/2025 | Brendel Financial Advisors LLC | 57,127 | $4.31M | 2.2% | +4.0% | 0.003% | |
10/20/2025 | Aljian Capital Management LLC | 4,137 | $312K | 0.1% | -10.3% | 0.000% | |
10/20/2025 | Oak Asset Management LLC | 11,659 | $880K | 0.3% | +34.6% | 0.001% | |
10/20/2025 | Sax Wealth Advisors LLC | 19,380 | $1.46M | 0.1% | +0.6% | 0.001% | |
10/20/2025 | Smith Salley Wealth Management | 350,912 | $26.49M | 1.4% | +3.9% | 0.017% | |
10/20/2025 | Forefront Wealth Partners LLC | 5,851 | $442K | 0.1% | N/A | 0.000% | |
10/20/2025 | Ascent Group LLC | 56,213 | $4.24M | 0.2% | +6.2% | 0.003% | |
10/20/2025 | Great Diamond Partners LLC | 31,348 | $2.37M | 0.5% | N/A | 0.002% | |
10/20/2025 | McGlone Suttner Wealth Management Inc. | 4,921 | $371K | 0.1% | -31.2% | 0.000% | |
10/20/2025 | Baron Wealth Management LLC | 5,645 | $426K | 0.1% | -2.7% | 0.000% | |
10/20/2025 | Sivia Capital Partners LLC | 6,190 | $467K | 0.1% | +11.3% | 0.000% | |
10/20/2025 | Weaver Capital Management LLC | 14,850 | $1.12M | 0.2% | +12.2% | 0.001% | |
10/20/2025 | Diversified Trust Co | 31,965 | $2.41M | 0.0% | -11.9% | 0.002% | |
10/20/2025 | Armbruster Capital Management Inc. | 4,947 | $373K | 0.1% | -7.5% | 0.000% | |
10/20/2025 | YANKCOM Partnership | 13,549 | $1.02M | 0.5% | +21.0% | 0.001% | |
10/20/2025 | Segment Wealth Management LLC | 21,083 | $1.59M | 0.1% | -9.2% | 0.001% | |
10/20/2025 | LVW Advisors LLC | 16,289 | $1.23M | 0.1% | +21.9% | 0.001% | |
10/20/2025 | Mirova US LLC | 3,835,334 | $289.53M | 2.9% | -3.9% | 0.186% | |
10/20/2025 | Continuum Advisory LLC | 16,753 | $1.27M | 0.1% | +20.0% | 0.001% | |
10/20/2025 | Rooted Wealth Advisors Inc. | 3,671 | $294K | 0.1% | +33.5% | 0.000% | |
10/20/2025 | Analyst IMS Investment Management Services Ltd. | 37,760 | $2.85M | 0.1% | -2.5% | 0.002% | |
10/20/2025 | Pure Financial Advisors LLC | 11,322 | $855K | 0.0% | +31.7% | 0.001% | |
10/20/2025 | Tripletail Wealth Management LLC | 300 | $25K | 0.0% | N/A | 0.000% | |
10/17/2025 | Fortitude Family Office LLC | 1,901 | $144K | 0.0% | -12.5% | 0.000% | |
10/17/2025 | Farmers & Merchants Investments Inc. | 115,719 | $8.74M | 0.2% | -17.2% | 0.006% | |
10/17/2025 | Copeland Capital Management LLC | 10,614 | $801K | 0.0% | -7.1% | 0.001% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 730,549 | $55.15M | 0.3% | -3.5% | 0.035% | |
10/17/2025 | Boston Trust Walden Corp | 31,562 | $2.38M | 0.0% | -0.5% | 0.002% | |
10/17/2025 | Plimoth Trust Co. LLC | 57,005 | $4.30M | 1.0% | -0.4% | 0.003% | |
10/17/2025 | Constitution Capital LLC | 93,333 | $7.05M | 3.3% | +24.0% | 0.005% | |
10/17/2025 | Nixon Peabody Trust Co. | 113,013 | $8.53M | 0.6% | +0.4% | 0.005% | |
10/17/2025 | Atlas Brown Inc. | 14,608 | $1.10M | 0.3% | +5.4% | 0.001% | |
10/17/2025 | Petros Family Wealth LLC | 8,778 | $663K | 0.6% | -5.1% | 0.000% | |
10/17/2025 | HM Payson & Co. | 62,508 | $4.72M | 0.1% | -2.3% | 0.003% | |
10/17/2025 | Annex Advisory Services LLC | 44,577 | $3.37M | 0.1% | -3.6% | 0.002% | |
10/17/2025 | SS&H Financial Advisors Inc. | 22,893 | $1.73M | 0.5% | -5.0% | 0.001% | |
10/17/2025 | Ullmann Wealth Partners Group LLC | 6,949 | $525K | 0.1% | -5.2% | 0.000% | |
10/17/2025 | FLC Capital Advisors | 23,803 | $1.80M | 0.3% | +0.9% | 0.001% | |
10/17/2025 | Ethic Inc. | 37,012 | $2.79M | 0.0% | -4.7% | 0.002% | |
10/17/2025 | Slocum Gordon & Co LLP | 108,881 | $8.22M | 6.6% | +0.6% | 0.005% | |
10/17/2025 | Mattson Financial Services LLC | 38,523 | $2.91M | 0.7% | +1.9% | 0.002% | |
10/17/2025 | Traveka Wealth LLC | 2,676 | $202K | 0.1% | N/A | 0.000% | |
10/17/2025 | Chesapeake Asset Management LLC | 10,497 | $792K | 0.7% | +1.8% | 0.001% | |
10/17/2025 | Archford Capital Strategies LLC | 22,434 | $1.69M | 0.2% | -10.2% | 0.001% | |
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10/17/2025 | Coastwise Capital Group LLC | 6,848 | $517K | 0.4% | +7.4% | 0.000% | |
10/17/2025 | Permanent Capital Management LP | 7,112 | $537K | 0.1% | N/A | 0.000% | |
10/17/2025 | Everpar Advisors LLC | 5,342 | $403K | 0.2% | +4.4% | 0.000% | |
10/17/2025 | Indiana Trust & Investment Management Co | 14,619 | $1.10M | 0.3% | -1.7% | 0.001% | |
10/17/2025 | Fire Capital Management LLC | 12,423 | $938K | 0.5% | +1.2% | 0.001% | |
10/17/2025 | Valley National Advisers Inc. | 2,755 | $207K | 0.0% | -18.0% | 0.000% | |
10/17/2025 | Worth Asset Management LLC | 2,895 | $219K | 0.1% | N/A | 0.000% | |
10/17/2025 | J. L. Bainbridge & Co. Inc. | 121,192 | $9.15M | 0.8% | -1.2% | 0.006% | |
10/17/2025 | Perigon Wealth Management LLC | 129,907 | $9.81M | 0.2% | +85.7% | 0.006% | |
10/17/2025 | Paradiem LLC | 164,804 | $12.44M | 2.9% | +14.9% | 0.008% | |