7/11/2025 | Annex Advisory Services LLC | 2,380 | $348K | 0.0% | -16.1% | 0.000% | |
7/11/2025 | Wealth Management Partners LLC | 4,408 | $643K | 0.2% | +2.6% | 0.000% | |
7/11/2025 | Arthur M. Cohen & Associates LLC | 35,915 | $5.24M | 0.9% | +2.6% | 0.003% | |
7/11/2025 | Quantum Financial Advisors LLC | 2,163 | $316K | 0.0% | -15.6% | 0.000% | |
7/11/2025 | Mitchell & Pahl Private Wealth LLC | 15,213 | $2.22M | 1.0% | -1.5% | 0.001% | |
7/11/2025 | Ullmann Wealth Partners Group LLC | 1,662 | $243K | 0.0% | N/A | 0.000% | |
7/11/2025 | Oak Asset Management LLC | 64,233 | $9.38M | 3.4% | -11.7% | 0.005% | |
7/11/2025 | Orrstown Financial Services Inc. | 10,645 | $1.55M | 0.3% | +1.5% | 0.001% | |
7/11/2025 | Bouvel Investment Partners LLC | 29,079 | $4.25M | 1.4% | +1.8% | 0.002% | |
7/11/2025 | Meriwether Wealth & Planning LLC | 2,867 | $419K | 0.3% | -3.6% | 0.000% | |
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7/11/2025 | Farther Finance Advisors LLC | 42,746 | $6.24M | 0.1% | -3.0% | 0.003% | |
7/11/2025 | Great Waters Wealth Management | 1,497 | $219K | 0.0% | N/A | 0.000% | |
7/11/2025 | Harbour Capital Advisors LLC | 30,664 | $4.43M | 0.9% | +1.5% | 0.002% | |
7/11/2025 | UMB Bank n.a. | 128,528 | $18.77M | 0.3% | +0.5% | 0.010% | |
7/11/2025 | Butensky & Cohen Financial Security Inc. | 44,063 | $6.43M | 1.9% | -3.3% | 0.003% | |
7/11/2025 | Marshall & Sullivan Inc. WA | 38,909 | $5.68M | 2.7% | +0.4% | 0.003% | |
7/11/2025 | Pinnacle Bancorp Inc. | 4,330 | $632K | 0.2% | +7.1% | 0.000% | |
7/11/2025 | Thomasville National Bank | 208,499 | $30.45M | 2.1% | -1.3% | 0.016% | |
7/11/2025 | Essex Savings Bank | 25,999 | $3.80M | 0.9% | -1.6% | 0.002% | |
7/11/2025 | Phillips Wealth Planners LLC | 9,210 | $1.34M | 1.2% | +23.2% | 0.001% | |
7/11/2025 | SeaCrest Wealth Management LLC | 14,049 | $2.05M | 0.2% | -8.2% | 0.001% | |
7/11/2025 | Assenagon Asset Management S.A. | 2,013,562 | $294.02M | 0.4% | +52.4% | 0.151% | |
7/11/2025 | Perpetual Ltd | 2,373 | $347K | 0.0% | N/A | 0.000% | |
7/11/2025 | TCV Trust & Wealth Management Inc. | 11,612 | $1.70M | 0.1% | -13.3% | 0.001% | |
7/11/2025 | Matthew Goff Investment Advisor LLC | 74,390 | $10.86M | 2.0% | -0.6% | 0.006% | |
7/11/2025 | Kingstone Capital Partners Texas LLC | 130,361 | $19.04M | 0.0% | N/A | 0.010% | |
7/11/2025 | IFM Investors Pty Ltd | 121,294 | $17.71M | 0.2% | +8.6% | 0.009% | |
7/11/2025 | Grove Bank & Trust | 11,813 | $1.73M | 0.2% | +10.5% | 0.001% | |
7/10/2025 | Anderson Hoagland & Co. | 1,612 | $235K | 0.0% | N/A | 0.000% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 2,074 | $303K | 0.1% | N/A | 0.000% | |
7/10/2025 | Triangle Securities Wealth Management | 21,665 | $3.16M | 0.8% | -7.2% | 0.002% | |
7/10/2025 | Piscataqua Savings Bank | 13,492 | $1.97M | 1.6% | -0.7% | 0.001% | |
7/10/2025 | Kozak & Associates Inc. | 1,587 | $232K | 0.0% | -4.6% | 0.000% | |
7/10/2025 | Charter Oak Capital Management LLC | 8,150 | $1.19M | 0.1% | +2.1% | 0.001% | |
7/10/2025 | Burns J W & Co. Inc. NY | 78,753 | $11.50M | 1.4% | -0.9% | 0.006% | |
7/10/2025 | Security National Bank | 49,033 | $7.16M | 1.2% | +120.4% | 0.004% | |
7/10/2025 | Brady Family Wealth LLC | 3,948 | $576K | 0.2% | -9.3% | 0.000% | |
7/10/2025 | YHB Investment Advisors Inc. | 46,893 | $6.85M | 0.5% | +0.2% | 0.004% | |
7/10/2025 | Global Financial Private Client LLC | 8,865 | $1.29M | 0.5% | +35.8% | 0.001% | |
7/10/2025 | HF Advisory Group LLC | 18,312 | $2.67M | 1.1% | +15.5% | 0.001% | |
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7/10/2025 | Rockland Trust Co. | 9,156 | $1.34M | 0.1% | +50.6% | 0.001% | |
7/10/2025 | ARS Wealth Advisors Group LLC | 26,838 | $3.92M | 0.5% | N/A | 0.002% | |
7/10/2025 | Contravisory Investment Management Inc. | 66,084 | $9.65M | 1.9% | +1,523.7% | 0.005% | |
7/10/2025 | Baker Tilly Wealth Management LLC | 8,367 | $1.22M | 0.4% | -9.6% | 0.001% | |
7/10/2025 | Exchange Traded Concepts LLC | 8,921 | $1.30M | 0.0% | -91.4% | 0.001% | |
7/10/2025 | Bigelow Investment Advisors LLC | 16,609 | $2.43M | 1.1% | -0.7% | 0.001% | |
7/10/2025 | Fulton Bank N.A. | 23,885 | $3.49M | 0.1% | -5.4% | 0.002% | |
7/10/2025 | NorthCrest Asset Manangement LLC | 221,577 | $32.30M | 0.9% | +0.1% | 0.017% | |
7/10/2025 | Community Trust & Investment Co. | 133,621 | $19.51M | 1.1% | -0.4% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 746,430 | $108.79M | 0.2% | +3.7% | 0.056% | |
7/10/2025 | Strathmore Capital Advisors Inc. | 3,010 | $440K | 0.2% | N/A | 0.000% | |
7/10/2025 | Atticus Wealth Management LLC | 2,379 | $347K | 0.1% | +52.8% | 0.000% | |
7/10/2025 | Sharkey Howes & Javer | 3,508 | $512K | 0.1% | -6.3% | 0.000% | |
7/10/2025 | Capital Advisory Group Advisory Services LLC | 29,281 | $4.28M | 1.5% | -0.6% | 0.002% | |
7/10/2025 | High Net Worth Advisory Group LLC | 7,222 | $1.06M | 0.3% | +10.1% | 0.001% | |
7/10/2025 | Wedmont Private Capital | 18,858 | $2.76M | 0.1% | +4.7% | 0.001% | |
7/10/2025 | Tompkins Financial Corp | 4,934 | $720K | 0.1% | -2.8% | 0.000% | |
7/10/2025 | American Financial Advisors LLC | 1,371 | $200K | 0.0% | N/A | 0.000% | |
7/10/2025 | Secure Asset Management LLC | 1,465 | $214K | 0.0% | -8.8% | 0.000% | |
7/10/2025 | Farmers & Merchants Trust Co of Chambersburg PA | 23,800 | $3.48M | 1.1% | +0.7% | 0.002% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 164,639 | $24.04M | 0.2% | +4.3% | 0.012% | |
7/10/2025 | KMG Fiduciary Partners LLC | 64,820 | $9.47M | 0.7% | +0.2% | 0.005% | |
7/10/2025 | Signal Advisors Wealth LLC | 4,435 | $648K | 0.1% | N/A | 0.000% | |
7/10/2025 | Focus Financial Network Inc. | 7,713 | $1.13M | 0.0% | +8.8% | 0.001% | |
7/10/2025 | Sovran Advisors LLC | 4,367 | $633K | 0.1% | +137.5% | 0.000% | |
7/10/2025 | Jackson Square Capital LLC | 4,537 | $662K | 0.1% | +2.0% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 34,812 | $5.08M | 0.2% | +0.4% | 0.003% | |
7/9/2025 | Gilman Hill Asset Management LLC | 1,813 | $265K | 0.0% | +8.5% | 0.000% | |
7/9/2025 | Defined Wealth Management LLC | 3,459 | $505K | 0.3% | -7.2% | 0.000% | |
7/9/2025 | Radnor Capital Management LLC | 20,935 | $3.06M | 0.5% | +1.7% | 0.002% | |
7/9/2025 | Channel Wealth LLC | 3,416 | $499K | 0.1% | -2.8% | 0.000% | |
7/9/2025 | DLK Investment Management LLC | 51,354 | $7.50M | 2.8% | +0.3% | 0.004% | |
7/9/2025 | Pines Wealth Management LLC | 6,365 | $928K | 0.3% | +6.0% | 0.000% | |
7/9/2025 | Chesley Taft & Associates LLC | 109,293 | $15.96M | 0.7% | +24.8% | 0.008% | |
7/9/2025 | Sunpointe LLC | 3,247 | $474K | 0.2% | -2.5% | 0.000% | |
7/9/2025 | Sapient Capital LLC | 64,592 | $9.43M | 0.2% | -5.2% | 0.005% | |
7/9/2025 | Procyon Advisors LLC | 8,979 | $1.31M | 0.1% | -75.7% | 0.001% | |
7/9/2025 | Pallas Capital Advisors LLC | 23,542 | $3.44M | 0.1% | +450.6% | 0.002% | |
7/9/2025 | Gateway Investment Advisers LLC | 544,039 | $79.44M | 0.9% | -1.8% | 0.041% | |
7/9/2025 | Goelzer Investment Management Inc. | 43,373 | $6.33M | 0.3% | -2.5% | 0.003% | |
7/9/2025 | Aaron Wealth Advisors LLC | 10,264 | $1.50M | 0.2% | -3.8% | 0.001% | |
7/9/2025 | Keystone Wealth Services LLC | 1,436 | $210K | 0.1% | -13.5% | 0.000% | |
7/9/2025 | StrongBox Wealth LLC | 33,973 | $4.96M | 1.9% | +2.1% | 0.003% | |
7/9/2025 | Thrive Wealth Management LLC | 4,218 | $616K | 0.1% | +2.0% | 0.000% | |
7/9/2025 | Breakwater Capital Group | 5,344 | $780K | 0.1% | +1.9% | 0.000% | |
7/9/2025 | Balefire LLC | 1,493 | $218K | 0.0% | N/A | 0.000% | |
7/9/2025 | LifePlan Financial LLC | 5,048 | $737K | 0.6% | -37.0% | 0.000% | |
7/9/2025 | Fragasso Financial Advisors Inc | 2,188 | $319K | 0.0% | N/A | 0.000% | |
7/9/2025 | St. Louis Financial Planners Asset Management LLC | 18,514 | $2.70M | 2.1% | N/A | 0.001% | |
7/9/2025 | Heritage Family Offices LLP | 12,833 | $1.87M | 0.9% | N/A | 0.001% | |
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7/9/2025 | Exchange Bank | 2,320 | $339K | 0.3% | -3.1% | 0.000% | |
7/9/2025 | Emprise Bank | 14,602 | $2.13M | 1.0% | -2.6% | 0.001% | |
7/9/2025 | Renaissance Investment Group LLC | 85,434 | $12.48M | 2.7% | -0.1% | 0.006% | |
7/9/2025 | Woodstock Corp | 149,391 | $21.81M | 2.0% | -0.7% | 0.011% | |
7/9/2025 | Lifestyle Asset Management Inc. | 1,824 | $266K | 0.1% | +13.7% | 0.000% | |
7/9/2025 | Bowman & Co S.C. | 1,440 | $210K | 0.1% | N/A | 0.000% | |
7/9/2025 | Bay Rivers Group | 3,132 | $457K | 0.2% | -4.6% | 0.000% | |
7/9/2025 | Beacon Financial Group | 9,111 | $1.33M | 0.1% | -6.4% | 0.001% | |
7/9/2025 | Reyes Financial Architecture Inc. | 3,609 | $527K | 0.5% | +64.8% | 0.000% | |
7/9/2025 | Czech National Bank | 326,554 | $47.68M | 0.4% | +6.7% | 0.024% | |