10/17/2025 | Farmers & Merchants Investments Inc. | 38,425 | $4.93M | 0.1% | -1.2% | 0.002% | |
10/17/2025 | Fort Washington Investment Advisors Inc. OH | 29,528 | $3.79M | 0.0% | -2.1% | 0.001% | |
10/17/2025 | Plimoth Trust Co. LLC | 1,967 | $252K | 0.1% | -4.8% | 0.000% | |
10/17/2025 | Nixon Peabody Trust Co. | 2,652 | $340K | 0.0% | -58.9% | 0.000% | |
10/17/2025 | HM Payson & Co. | 13,262 | $1.70M | 0.0% | +306.6% | 0.001% | |
10/17/2025 | Goldstone Financial Group LLC | 6,637 | $851K | 0.1% | +6.2% | 0.000% | |
10/17/2025 | Ethic Inc. | 90,855 | $11.65M | 0.2% | +11.7% | 0.004% | |
10/17/2025 | Live Oak Private Wealth LLC | 77,080 | $9.89M | 1.4% | +0.6% | 0.004% | |
10/17/2025 | Archford Capital Strategies LLC | 26,353 | $3.38M | 0.4% | N/A | 0.001% | |
10/17/2025 | Regatta Capital Group LLC | 4,385 | $562K | 0.1% | -2.7% | 0.000% | |
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10/17/2025 | Tealwood Asset Management Inc. | 22,805 | $2.93M | 1.2% | -3.3% | 0.001% | |
10/17/2025 | Valley National Advisers Inc. | 7,884 | $1.01M | 0.2% | -1.9% | 0.000% | |
10/17/2025 | Perigon Wealth Management LLC | 16,957 | $2.18M | 0.0% | +1.1% | 0.001% | |
10/17/2025 | Sowell Financial Services LLC | 6,571 | $843K | 0.0% | -1.7% | 0.000% | |
10/17/2025 | Mayflower Financial Advisors LLC | 10,252 | $1.32M | 0.1% | +1.1% | 0.000% | |
10/17/2025 | FSM Wealth Advisors LLC | 1,751 | $225K | 0.0% | +6.0% | 0.000% | |
10/17/2025 | Apella Capital LLC | 2,290 | $299K | 0.0% | +13.4% | 0.000% | |
10/16/2025 | 180 Wealth Advisors LLC | 2,242 | $288K | 0.0% | +21.6% | 0.000% | |
10/16/2025 | New Hampshire Trust | 10,188 | $1.31M | 0.3% | +7.4% | 0.000% | |
10/16/2025 | Weatherly Asset Management L. P. | 2,693 | $345K | 0.0% | -5.8% | 0.000% | |
10/16/2025 | CRA Financial Services LLC | 1,616 | $207K | 0.0% | -13.9% | 0.000% | |
10/16/2025 | Greenup Street Wealth Management LLC | 31,232 | $4.01M | 0.6% | -25.7% | 0.001% | |
10/16/2025 | Highland Capital Management LLC | 14,562 | $1.87M | 0.1% | +0.7% | 0.001% | |
10/16/2025 | HBK Sorce Advisory LLC | 3,438 | $447K | 0.0% | +10.6% | 0.000% | |
10/16/2025 | Blue Trust Inc. | 4,763 | $611K | 0.0% | +1.7% | 0.000% | |
10/15/2025 | CWM LLC | 89,476 | $11.47M | 0.0% | +8.2% | 0.004% | |
10/15/2025 | Busey Bank | 2,780 | $357K | 0.0% | -3.8% | 0.000% | |
10/15/2025 | BSW Wealth Partners | 3,008 | $386K | 0.0% | -13.7% | 0.000% | |
10/15/2025 | JGP Wealth Management LLC | 1,812 | $237K | 0.0% | N/A | 0.000% | |
10/15/2025 | Curbstone Financial Management Corp | 4,344 | $557K | 0.1% | -2.3% | 0.000% | |
10/15/2025 | Alhambra Investment Management LLC | 5,252 | $674K | 0.3% | +2.1% | 0.000% | |
10/15/2025 | Norden Group LLC | 2,045 | $262K | 0.0% | N/A | 0.000% | |
10/15/2025 | World Investment Advisors | 44,495 | $5.71M | 0.1% | +4.1% | 0.002% | |
10/15/2025 | Brookstone Capital Management | 12,107 | $1.55M | 0.0% | +5.4% | 0.001% | |
10/15/2025 | Delphi Management Inc. MA | 12,064 | $1.55M | 1.4% | -0.7% | 0.001% | |
10/15/2025 | Private Trust Co. NA | 6,080 | $780K | 0.1% | +3.2% | 0.000% | |
10/15/2025 | Founders Financial Securities LLC | 2,628 | $337K | 0.0% | -7.2% | 0.000% | |
10/15/2025 | Merrion Investment Management Co LLC | 2,200 | $282K | 0.2% | -7.2% | 0.000% | |
10/15/2025 | Value Partners Investments Inc. | 9,259 | $1.19M | 0.1% | +10.3% | 0.000% | |
10/15/2025 | Albert D Mason Inc. | 25,499 | $3.27M | 2.1% | +4.7% | 0.001% | |
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10/15/2025 | Optas LLC | 3,842 | $493K | 0.1% | +13.7% | 0.000% | |
10/15/2025 | DAVENPORT & Co LLC | 42,036 | $5.39M | 0.0% | +24.8% | 0.002% | |
10/15/2025 | Matthew Goff Investment Advisor LLC | 88,277 | $11.32M | 1.9% | -0.5% | 0.004% | |
10/15/2025 | Meriwether Wealth & Planning LLC | 9,821 | $1.26M | 0.7% | +3.5% | 0.000% | |
10/15/2025 | Net Worth Advisory Group | 6,609 | $848K | 0.2% | -5.8% | 0.000% | |
10/14/2025 | Wealth Alliance Advisory Group LLC | 2,340 | $300K | 0.1% | -13.3% | 0.000% | |
10/14/2025 | Monument Capital Management | 3,778 | $484K | 0.1% | N/A | 0.000% | |
10/14/2025 | OLD National Bancorp IN | 9,075 | $1.16M | 0.0% | -4.7% | 0.000% | |
10/14/2025 | Yousif Capital Management LLC | 25,809 | $3.31M | 0.0% | -10.9% | 0.001% | |
10/14/2025 | Trust Co. of Vermont | 45,739 | $5.87M | 0.3% | -1.8% | 0.002% | |
10/14/2025 | Intergy Private Wealth LLC | 3,341 | $428K | 0.1% | +5.3% | 0.000% | |
10/14/2025 | Farther Finance Advisors LLC | 18,309 | $2.35M | 0.0% | +5.7% | 0.001% | |
10/14/2025 | Leonard Rickey Investment Advisors P.L.L.C. | 4,766 | $611K | 0.1% | +5.3% | 0.000% | |
10/14/2025 | Euro Pacific Asset Management LLC | 91,767 | $11.43M | 1.4% | -1.4% | 0.004% | |
10/14/2025 | HBK Sorce Advisory LLC | 3,638 | $481K | 0.0% | +17.0% | 0.000% | |
10/14/2025 | Jamison Private Wealth Management Inc. | 17,227 | $2.21M | 0.3% | -1.9% | 0.001% | |
10/14/2025 | Abner Herrman & Brock LLC | 3,000 | $385K | 0.0% | N/A | 0.000% | |
10/14/2025 | Cohen Investment Advisors LLC | 3,712 | $476K | 0.2% | +3.0% | 0.000% | |
10/14/2025 | Baldwin Wealth Partners LLC MA | 33,850 | $4.34M | 0.3% | -10.1% | 0.002% | |
10/14/2025 | Hutchinson Financial Advisors INC | 9,656 | $1.24M | 1.2% | +2.5% | 0.000% | |
10/14/2025 | Hall Laurie J Trustee | 25,332 | $3.25M | 1.1% | +0.8% | 0.001% | |
10/14/2025 | Brighton Jones LLC | 6,679 | $857K | 0.0% | +11.3% | 0.000% | |
10/14/2025 | Foster Group Inc. | 3,315 | $425K | 0.0% | +8.3% | 0.000% | |
10/14/2025 | Capital Insight Partners LLC | 28,348 | $3.64M | 0.6% | -0.3% | 0.001% | |
10/14/2025 | Clarius Group LLC | 8,652 | $1.11M | 0.1% | -10.2% | 0.000% | |
10/10/2025 | CHICAGO TRUST Co NA | 8,580 | $1.10M | 0.2% | +9.0% | 0.000% | |
10/10/2025 | Douglas Lane & Associates LLC | 156,448 | $20.06M | 0.3% | -5.3% | 0.007% | |
10/10/2025 | Flputnam Investment Management Co. | 12,199 | $1.56M | 0.0% | -5.0% | 0.001% | |
10/10/2025 | Cyndeo Wealth Partners LLC | 4,481 | $575K | 0.0% | -2.4% | 0.000% | |
10/10/2025 | Fiduciary Financial Group LLC | 3,849 | $494K | 0.1% | +5.7% | 0.000% | |
10/9/2025 | Bartlett & CO. Wealth Management LLC | 84,707 | $10.86M | 0.1% | -1.3% | 0.004% | |
10/9/2025 | Independence Bank of Kentucky | 8,157 | $1.05M | 0.1% | -11.4% | 0.000% | |
10/9/2025 | Jackson Square Capital LLC | 6,724 | $862K | 0.2% | +19.6% | 0.000% | |
10/9/2025 | Cascade Investment Advisors Inc. | 21,205 | $2.72M | 1.6% | -2.5% | 0.001% | |
10/9/2025 | Centurion Wealth Management LLC | 1,600 | $205K | 0.0% | N/A | 0.000% | |
10/9/2025 | Newman Dignan & Sheerar Inc. | 3,499 | $449K | 0.1% | -5.4% | 0.000% | |
10/9/2025 | U.S. Capital Wealth Advisors LLC | 15,626 | $2.00M | 0.1% | +0.7% | 0.001% | |
10/9/2025 | Kennebec Savings Bank | 5,098 | $654K | 0.6% | -6.4% | 0.000% | |
10/9/2025 | Voya Investment Management LLC | 33,285 | $4.27M | 0.0% | -23.0% | 0.002% | |
10/9/2025 | Voya Financial Advisors Inc. | 14,118 | $1.75M | 0.2% | -1.5% | 0.001% | |
10/9/2025 | Mitchell & Pahl Private Wealth LLC | 22,421 | $2.88M | 1.2% | -0.5% | 0.001% | |
10/9/2025 | Dynamic Advisor Solutions LLC | 19,866 | $2.55M | 0.1% | -2.5% | 0.001% | |
10/9/2025 | Dakota Community Bank & Trust NA | 2,080 | $267K | 1.1% | -7.8% | 0.000% | |
10/9/2025 | Riversedge Advisors LLC | 3,170 | $407K | 0.1% | +14.3% | 0.000% | |
10/8/2025 | Marshall Financial Group LLC | 16,375 | $2.10M | 0.4% | +4.7% | 0.001% | |
10/8/2025 | Patriot Financial Group Insurance Agency LLC | 16,880 | $2.17M | 0.3% | +8.1% | 0.001% | |
10/8/2025 | Ipswich Investment Management Co. Inc. | 17,212 | $2.21M | 0.5% | -5.0% | 0.001% | |
10/8/2025 | Osprey Private Wealth LLC | 7,150 | $917K | 0.3% | +7.1% | 0.000% | |
10/8/2025 | Peoples Bank KS | 6,260 | $803K | 0.8% | -6.4% | 0.000% | |
10/8/2025 | Tompkins Financial Corp | 560 | $72K | 0.0% | -69.1% | 0.000% | |
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10/8/2025 | Chesley Taft & Associates LLC | 30,830 | $3.95M | 0.2% | -1.2% | 0.001% | |
10/8/2025 | Ignite Planners LLC | 5,762 | $739K | 0.1% | -3.5% | 0.000% | |
10/8/2025 | Country Club Bank | 51,697 | $6.42M | 0.4% | -14.0% | 0.002% | |
10/8/2025 | Beacon Financial Group | 20,449 | $2.62M | 0.3% | -0.6% | 0.001% | |
10/7/2025 | Heritage Family Offices LLP | 5,769 | $740K | 0.3% | -1.7% | 0.000% | |
10/7/2025 | StrongBox Wealth LLC | 5,939 | $762K | 0.3% | +3.5% | 0.000% | |
10/7/2025 | Northside Capital Management LLC | 29,543 | $3.79M | 0.3% | +0.9% | 0.001% | |
10/7/2025 | 1620 Investment Advisors Inc. | 9,064 | $1.16M | 0.8% | +1.2% | 0.000% | |
10/7/2025 | Cullen Investment Group LTD. | 4,559 | $604K | 0.1% | -7.6% | 0.000% | |
10/7/2025 | Sonora Investment Management Group LLC | 1,946 | $250K | 0.0% | -11.4% | 0.000% | |