7/25/2025 | NorthRock Partners LLC | 193,145 | $35.44M | 0.9% | -6.5% | 0.012% | |
7/25/2025 | Verdence Capital Advisors LLC | 21,208 | $3.86M | 0.3% | -21.9% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 44,193 | $8.04M | 0.2% | -38.4% | 0.003% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 130,153 | $23.71M | 0.1% | -17.7% | 0.008% | |
7/25/2025 | Endowment Wealth Management Inc. | 1,200 | $219K | 0.1% | -5.4% | 0.000% | |
7/25/2025 | Oregon Public Employees Retirement Fund | 134,496 | $24.50M | 0.4% | +0.7% | 0.009% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 6,823 | $1.24M | 0.3% | -5.5% | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 98,956 | $18.02M | 0.1% | +11.0% | 0.006% | |
7/25/2025 | Vest Financial LLC | 21,330 | $3.89M | 0.1% | +39.3% | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 114,534 | $20.86M | 0.2% | -2.9% | 0.007% | |
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7/25/2025 | Lion Street Advisors LLC | 4,609 | $839K | 0.3% | +5.6% | 0.000% | |
7/25/2025 | MGO One Seven LLC | 30,527 | $5.56M | 0.2% | +23.3% | 0.002% | |
7/25/2025 | Pathway Financial Advisors LLC | 3,882 | $707K | 0.1% | -32.9% | 0.000% | |
7/25/2025 | Cypress Capital Group | 50,200 | $9.14M | 1.1% | +4.1% | 0.003% | |
7/25/2025 | Leith Wheeler Investment Counsel Ltd. | 84,695 | $15.43M | 0.9% | +2.2% | 0.005% | |
7/25/2025 | Bill Few Associates Inc. | 6,382 | $1.16M | 0.3% | -14.5% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 186,082 | $33.04M | 0.1% | -43.1% | 0.012% | |
7/25/2025 | Almanack Investment Partners LLC. | 4,897 | $892K | 0.1% | +230.0% | 0.000% | |
7/25/2025 | Ellis Investment Partners LLC | 6,099 | $1.11M | 0.2% | -2.6% | 0.000% | |
7/25/2025 | Sharp Financial Services LLC | 2,306 | $420K | 0.3% | +22.4% | 0.000% | |
7/25/2025 | GW Henssler & Associates Ltd. | 139,353 | $25.38M | 1.4% | -48.6% | 0.009% | |
7/25/2025 | LRI Investments LLC | 8,044 | $1.47M | 0.1% | +2.7% | 0.001% | |
7/25/2025 | Prostatis Group LLC | 1,870 | $341K | 0.1% | +4.2% | 0.000% | |
7/25/2025 | Commonwealth Financial Services LLC | 2,825 | $515K | 0.1% | +3.4% | 0.000% | |
7/25/2025 | Meritage Portfolio Management | 27,934 | $5.09M | 0.3% | -7.1% | 0.002% | |
7/25/2025 | CWM LLC | 99,590 | $18.14M | 0.1% | +33.0% | 0.006% | |
7/25/2025 | Lodestar Private Asset Management LLC | 1,350 | $246K | 0.0% | -39.2% | 0.000% | |
7/25/2025 | Means Investment CO. Inc. | 31,948 | $5.82M | 0.6% | -0.6% | 0.002% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 203,550 | $37.08M | 0.4% | +28.0% | 0.013% | |
7/25/2025 | Sather Financial Group Inc | 4,205 | $766K | 0.0% | N/A | 0.000% | |
7/25/2025 | Muirfield Wealth Advisors LLC | 1,104 | $201K | 0.2% | N/A | 0.000% | |
7/25/2025 | Concurrent Investment Advisors LLC | 50,012 | $9.11M | 0.2% | +1.1% | 0.003% | |
7/25/2025 | Cerro Pacific Wealth Advisors LLC | 2,163 | $394K | 0.1% | -14.9% | 0.000% | |
7/25/2025 | Johnson Investment Counsel Inc. | 55,156 | $10.05M | 0.1% | -0.9% | 0.004% | |
7/25/2025 | waypoint wealth counsel | 1,884 | $343K | 0.2% | +45.8% | 0.000% | |
7/25/2025 | Investment Advisory Group LLC | 1,198 | $218K | 0.1% | N/A | 0.000% | |
7/25/2025 | Matrix Asset Advisors Inc. NY | 1,229 | $224K | 0.0% | -9.8% | 0.000% | |
7/25/2025 | Apollon Wealth Management LLC | 63,450 | $11.56M | 0.2% | +16.7% | 0.004% | |
7/25/2025 | Hemington Wealth Management | 2,516 | $458K | 0.1% | +6.7% | 0.000% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 46,697 | $8.51M | 0.4% | +47.0% | 0.003% | |
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7/25/2025 | Richardson Financial Services Inc. | 1,995 | $354K | 0.2% | -6.6% | 0.000% | |
7/24/2025 | Folger Nolan Fleming Douglas Capital Management Inc. | 3,680 | $670K | 0.1% | -10.4% | 0.000% | |
7/24/2025 | Conning Inc. | 148,981 | $27.13M | 0.9% | -18.0% | 0.010% | |
7/24/2025 | Trust Co. of Toledo NA OH | 18,342 | $3.34M | 0.4% | +1.6% | 0.001% | |
7/24/2025 | SLT Holdings LLC | 3,541 | $645K | 0.5% | -47.5% | 0.000% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 39,073 | $6.95M | 1.3% | -6.4% | 0.003% | |
7/24/2025 | Shayne & Jacobs LLC | 14,136 | $2.58M | 0.9% | -1.1% | 0.001% | |
7/24/2025 | Eastern Bank | 3,423 | $623K | 0.0% | +2.3% | 0.000% | |
7/24/2025 | Aberdeen Group plc | 788,393 | $143.13M | 0.2% | -0.1% | 0.051% | |
7/24/2025 | First Fiduciary Investment Counsel Inc. | 74,584 | $13.58M | 2.7% | -0.3% | 0.005% | |
7/24/2025 | Strong Tower Advisory Services | 16,729 | $3.05M | 0.6% | +4.7% | 0.001% | |
7/24/2025 | PDS Planning Inc | 5,765 | $1.05M | 0.1% | +15.7% | 0.000% | |
7/24/2025 | JB Capital LLC | 5,719 | $1.04M | 0.1% | +4.7% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 27,526 | $5.01M | 0.1% | +13.2% | 0.002% | |
7/24/2025 | Fourpath Capital Management LLC | 5,748 | $1.05M | 0.2% | -40.7% | 0.000% | |
7/24/2025 | Thompson Investment Management Inc. | 1,867 | $340K | 0.0% | +4.8% | 0.000% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 3,680 | $675K | 0.0% | -8.5% | 0.000% | |
7/24/2025 | Cascade Investment Group Inc. | 1,230 | $224K | 0.2% | N/A | 0.000% | |
7/24/2025 | Costello Asset Management INC | 2,440 | $444K | 0.2% | +3.1% | 0.000% | |
7/24/2025 | Monument Capital Management | 12,522 | $2.28M | 0.6% | +68.4% | 0.001% | |
7/24/2025 | Cyndeo Wealth Partners LLC | 7,068 | $1.29M | 0.1% | +5.0% | 0.000% | |
7/24/2025 | Mengis Capital Management Inc. | 43,612 | $7.94M | 1.7% | -1.7% | 0.003% | |
7/24/2025 | Galvin Gaustad & Stein LLC | 8,961 | $1.63M | 0.1% | -6.0% | 0.001% | |
7/24/2025 | 3Chopt Investment Partners LLC | 37,740 | $6.93M | 1.7% | -2.4% | 0.002% | |
7/24/2025 | Total Wealth Planning & Management Inc. | 1,100 | $200K | 0.2% | N/A | 0.000% | |
7/24/2025 | Pinion Investment Advisors LLC | 6,944 | $1.27M | 0.4% | -2.0% | 0.000% | |
7/24/2025 | WMG Financial Advisors LLC | 1,996 | $364K | 0.1% | +21.6% | 0.000% | |
7/24/2025 | Stiles Financial Services Inc | 2,878 | $524K | 0.2% | N/A | 0.000% | |
7/24/2025 | McKinley Carter Wealth Services Inc. | 2,036 | $371K | 0.0% | -3.4% | 0.000% | |
7/24/2025 | Moseley Investment Management Inc. | 1,475 | $269K | 0.1% | +8.6% | 0.000% | |
7/24/2025 | M. Kraus & Co | 1,895 | $345K | 0.1% | -20.9% | 0.000% | |
7/24/2025 | IFP Advisors Inc | 39,108 | $7.12M | 0.2% | +2.6% | 0.003% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 27,451 | $5M | 0.3% | -0.5% | 0.002% | |
7/24/2025 | Financial Security Advisor Inc. | 20,703 | $3.80M | 0.9% | -0.3% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 82,051 | $14.94M | 0.5% | +121.2% | 0.005% | |
7/24/2025 | Blair William & Co. IL | 184,704 | $33.64M | 0.1% | -3.5% | 0.012% | |
7/24/2025 | TFR Capital LLC. | 2,794 | $509K | 0.2% | +4.3% | 0.000% | |
7/24/2025 | Mainstay Capital Management LLC ADV | 29,916 | $5.45M | 0.3% | +94.0% | 0.002% | |
7/24/2025 | GFG Capital LLC | 193 | $35K | 0.0% | -85.1% | 0.000% | |
7/24/2025 | Capital Advisors Ltd. LLC | 5,121 | $933K | 0.1% | -5.6% | 0.000% | |
7/24/2025 | Game Plan Financial Advisors LLC | 8,325 | $1.52M | 0.7% | +9.4% | 0.001% | |
7/24/2025 | Leo Wealth LLC | 5,935 | $1.08M | 0.1% | +62.0% | 0.000% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 8,630 | $1.57M | 0.1% | +9.7% | 0.001% | |
7/24/2025 | Copperwynd Financial LLC | 21,244 | $3.87M | 1.0% | -1.4% | 0.001% | |
7/24/2025 | US Bancorp DE | 675,930 | $123.11M | 0.2% | +3.7% | 0.043% | |
7/23/2025 | Cohen Investment Advisors LLC | 4,094 | $746K | 0.4% | -5.5% | 0.000% | |
7/23/2025 | Vontobel Holding Ltd. | 905,392 | $164.90M | 0.5% | +61.8% | 0.058% | |
7/23/2025 | Maryland State Retirement & Pension System | 75,727 | $13.79M | 0.3% | +4.2% | 0.005% | |
7/23/2025 | Optas LLC | 6,816 | $1.24M | 0.2% | +124.1% | 0.000% | |
7/23/2025 | First Merchants Corp | 18,473 | $3.36M | 0.1% | -8.1% | 0.001% | |
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7/23/2025 | Clear Creek Financial Management LLC | 9,235 | $1.68M | 0.2% | -1.4% | 0.001% | |
7/23/2025 | Bar Harbor Wealth Management | 9,209 | $1.68M | 0.1% | +4.0% | 0.001% | |
7/23/2025 | Narwhal Capital Management | 76,782 | $13.98M | 1.1% | -10.3% | 0.005% | |
7/23/2025 | Ignite Planners LLC | 9,784 | $1.75M | 0.3% | -18.1% | 0.001% | |
7/23/2025 | TI Trust Inc. | 5,453 | $993K | 0.7% | +7.8% | 0.000% | |
7/23/2025 | Valmark Advisers Inc. | 5,434 | $990K | 0.0% | +16.7% | 0.000% | |
7/23/2025 | WESPAC Advisors LLC | 3,893 | $709K | 0.5% | -45.6% | 0.000% | |
7/23/2025 | Detalus Advisors LLC | 3,532 | $643K | 0.2% | +9.2% | 0.000% | |
7/23/2025 | Nelson Capital Management LLC | 1,709 | $311K | 0.0% | +24.2% | 0.000% | |
7/23/2025 | Traphagen Investment Advisors LLC | 6,659 | $1.21M | 0.1% | +17.6% | 0.000% | |