5/2/2025 | Pecaut & CO. | 12,613 | $1.11M | 0.4% | -2.4% | 0.000% | |
5/2/2025 | Patton Albertson Miller Group LLC | 92,854 | $8.15M | 1.2% | -15.4% | 0.001% | |
5/2/2025 | Armor Investment Advisors LLC | 16,825 | $1.48M | 0.6% | -2.4% | 0.000% | |
5/2/2025 | Retirement Planning Co of New England Inc. | 29,347 | $2.58M | 0.7% | +178.8% | 0.000% | |
5/2/2025 | Richard C. Young & CO. LTD. | 194,443 | $17.07M | 1.8% | +0.2% | 0.002% | |
5/2/2025 | Commerzbank Aktiengesellschaft FI | 65,798 | $5.78M | 0.1% | +8.1% | 0.001% | |
5/2/2025 | Forum Financial Management LP | 74,070 | $6.50M | 0.1% | -1.4% | 0.001% | |
5/2/2025 | Bear Mountain Capital Inc. | 337 | $32K | 0.0% | +98.2% | 0.000% | |
5/2/2025 | Fortis Group Advisors LLC | 20,008 | $1.76M | 0.3% | -39.8% | 0.000% | |
5/2/2025 | Pettee Investors Inc. | 34,385 | $3.02M | 1.8% | +1.1% | 0.000% | |
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5/2/2025 | Asset Advisors Investment Management LLC | 305,548 | $26.82M | 2.8% | -0.2% | 0.004% | |
5/2/2025 | Easterly Investment Partners LLC | 59,098 | $5.19M | 0.4% | -28.9% | 0.001% | |
5/2/2025 | Kingsview Wealth Management LLC | 98,038 | $8.61M | 0.2% | -2.1% | 0.001% | |
5/2/2025 | Montis Financial LLC | 6,317 | $555K | 0.2% | -2.2% | 0.000% | |
5/2/2025 | Bailard Inc. | 30,991 | $2.72M | 0.1% | -1.4% | 0.000% | |
5/2/2025 | Tributary Capital Management LLC | 7,005 | $615K | 0.1% | -18.1% | 0.000% | |
5/2/2025 | Woodward Diversified Capital LLC | 13,346 | $1.17M | 0.8% | +4.9% | 0.000% | |
5/2/2025 | Montrusco Bolton Investments Inc. | 442,485 | $38.85M | 0.5% | -5.1% | 0.006% | |
5/2/2025 | Concord Wealth Partners | 27,209 | $2.39M | 0.4% | -37.0% | 0.000% | |
5/2/2025 | Graypoint LLC | 72,595 | $6.37M | 0.4% | -0.8% | 0.001% | |
5/2/2025 | Ascent Wealth Partners LLC | 129,357 | $11.36M | 1.5% | +4.2% | 0.002% | |
5/2/2025 | Verdence Capital Advisors LLC | 35,060 | $3.08M | 0.2% | +1.1% | 0.000% | |
5/2/2025 | Mayflower Financial Advisors LLC | 7,902 | $694K | 0.1% | +5.5% | 0.000% | |
5/2/2025 | Financial Advisors LLC | 3,470 | $305K | 0.1% | -11.5% | 0.000% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 515,890 | $45.29M | 9.8% | +1.1% | 0.006% | |
5/2/2025 | Napatree Capital LLC | 16,932 | $1.49M | 0.8% | +4.4% | 0.000% | |
5/2/2025 | Windsor Capital Management LLC | 32,984 | $2.90M | 0.9% | -2.8% | 0.000% | |
5/2/2025 | Lineweaver Wealth Advisors LLC | 19,846 | $1.74M | 0.3% | +17.0% | 0.000% | |
5/2/2025 | Allen Capital Group LLC | 57,366 | $5.04M | 0.6% | +9.8% | 0.001% | |
5/2/2025 | Trust Investment Advisors | 4,731 | $415K | 0.3% | N/A | 0.000% | |
5/2/2025 | LMG Wealth Partners LLC | 175,004 | $15.36M | 3.4% | -1.1% | 0.002% | |
5/2/2025 | FWG Holdings LLC | 7,360 | $707K | 0.3% | +21.1% | 0.000% | |
5/2/2025 | James Investment Research Inc. | 187,932 | $16.50M | 2.1% | -3.6% | 0.002% | |
5/2/2025 | Summit X LLC | 31,265 | $2.75M | 0.6% | -6.5% | 0.000% | |
5/2/2025 | Triasima Portfolio Management inc. | 6,445 | $566K | 0.1% | N/A | 0.000% | |
5/2/2025 | Shayne & Jacobs LLC | 43,617 | $3.83M | 0.9% | -3.0% | 0.001% | |
5/2/2025 | Welch & Forbes LLC | 520,363 | $45.68M | 0.6% | +1.5% | 0.007% | |
5/2/2025 | Altman Advisors Inc. | 37,428 | $3.64M | 1.6% | -1.1% | 0.000% | |
5/2/2025 | Grandfield & Dodd LLC | 7,369 | $647K | 0.0% | -1.5% | 0.000% | |
5/2/2025 | SeaBridge Investment Advisors LLC | 59,425 | $5.22M | 1.1% | -1.9% | 0.001% | |
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5/2/2025 | Cable Hill Partners LLC | 5,948 | $578K | 0.1% | -3.4% | 0.000% | |
5/2/2025 | Cullen Frost Bankers Inc. | 492,183 | $43.21M | 0.6% | +1.2% | 0.006% | |
5/2/2025 | Guardian Wealth Advisors LLC | 4,031 | $354K | 0.2% | +4.3% | 0.000% | |
5/2/2025 | Parcion Private Wealth LLC | 3,423 | $301K | 0.0% | +17.9% | 0.000% | |
5/2/2025 | Segall Bryant & Hamill LLC | 174,917 | $15.36M | 0.2% | -2.6% | 0.002% | |
5/2/2025 | Private Wealth Management Group LLC | 877 | $77K | 0.0% | -13.1% | 0.000% | |
5/2/2025 | Victory Capital Management Inc. | 2,183,292 | $191.67M | 0.2% | -3.8% | 0.027% | |
5/2/2025 | Bryn Mawr Capital Management LLC | 5,963 | $523K | 0.0% | N/A | 0.000% | |
5/2/2025 | Schrum Private Wealth Management LLC | 5,617 | $493K | 0.4% | +21.8% | 0.000% | |
5/2/2025 | Bridgewater Advisors Inc. | 20,579 | $1.98M | 0.2% | +2.6% | 0.000% | |
5/2/2025 | Parthenon LLC | 231,392 | $20.31M | 2.5% | -1.1% | 0.003% | |
5/2/2025 | Stack Financial Management Inc | 1,073,682 | $94.26M | 7.9% | -0.9% | 0.013% | |
5/2/2025 | Kornitzer Capital Management Inc. KS | 537,802 | $47.21M | 1.0% | -0.7% | 0.007% | |
5/2/2025 | Concord Asset Management LLC VA | 24,516 | $2.33M | 0.5% | -40.4% | 0.000% | |
5/2/2025 | Larson Financial Group LLC | 45,028 | $3.95M | 0.2% | +33.3% | 0.001% | |
5/2/2025 | Sage Mountain Advisors LLC | 34,829 | $3.06M | 0.2% | +1.7% | 0.000% | |
5/2/2025 | PAX Financial Group LLC | 8,279 | $727K | 0.1% | +1.3% | 0.000% | |
5/2/2025 | Wealthfront Advisers LLC | 515,381 | $45.25M | 0.1% | +4.6% | 0.006% | |
5/2/2025 | First Business Financial Services Inc. | 8,610 | $756K | 0.1% | +6.9% | 0.000% | |
5/2/2025 | Mosaic Family Wealth Partners LLC | 25,438 | $2.23M | 0.3% | -1.0% | 0.000% | |
5/2/2025 | Pinkerton Retirement Specialists LLC | 60,880 | $5.35M | 0.7% | -5.9% | 0.001% | |
5/2/2025 | West Family Investments Inc. | 27,788 | $2.44M | 0.9% | -1.6% | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 146,584 | $12.87M | 0.3% | +3.3% | 0.002% | |
5/2/2025 | Whittier Trust Co. | 263,125 | $23.10M | 0.3% | -1.0% | 0.003% | |
5/2/2025 | Sage Private Wealth Group LLC | 7,878 | $692K | 0.5% | -5.1% | 0.000% | |
5/2/2025 | First Command Advisory Services Inc. | 21,094 | $1.85M | 0.0% | -6.2% | 0.000% | |
5/2/2025 | Lord & Richards Wealth Management LLC | 13,082 | $1.15M | 1.3% | +65.1% | 0.000% | |
5/2/2025 | BluePointe Capital Management LLC | 4,439 | $391K | 0.1% | +42.9% | 0.000% | |
5/2/2025 | Prevail Innovative Wealth Advisors LLC | 3,847 | $338K | 0.1% | +12.9% | 0.000% | |
5/2/2025 | Hager Investment Management Services LLC | 38,220 | $3.36M | 2.3% | -3.0% | 0.000% | |
5/2/2025 | Grey Fox Wealth Advisors LLC | 2,386 | $210K | 0.1% | N/A | 0.000% | |
5/2/2025 | Graybill Wealth Management LTD. | 12,276 | $1.08M | 0.4% | N/A | 0.000% | |
5/2/2025 | Leo Wealth LLC | 5,756 | $505K | 0.1% | -74.4% | 0.000% | |
5/2/2025 | Massachusetts Financial Services Co. MA | 363,831 | $31.94M | 0.0% | -134.5% | 0.005% | |
5/2/2025 | Strata Wealth Advisors LLC | 3,211 | $282K | 0.1% | -10.6% | 0.000% | |
5/2/2025 | Castlekeep Investment Advisors LLC | 12,601 | $1.11M | 0.6% | -14.1% | 0.000% | |
5/2/2025 | Dakota Wealth Management | 103,701 | $9.10M | 0.2% | +43.5% | 0.001% | |
5/2/2025 | Sumitomo Life Insurance Co. | 124,459 | $10.93M | 0.4% | +5.3% | 0.002% | |
5/2/2025 | Asahi Life Asset Management CO. LTD. | 13,904 | $1.22M | 0.8% | -20.8% | 0.000% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 283,029 | $24.85M | 0.1% | +48.0% | 0.004% | |
5/2/2025 | SBI Securities Co. Ltd. | 38,852 | $3.41M | 0.1% | +1.4% | 0.000% | |
5/2/2025 | Lokken Investment Group LLC | 23,378 | $2.05M | 0.9% | -6.9% | 0.000% | |
5/2/2025 | Apollon Financial LLC | 30,889 | $2.71M | 0.6% | +45.2% | 0.000% | |
5/2/2025 | Trail Ridge Investment Advisors LLC | 3,827 | $336K | 0.2% | -15.5% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 322,048 | $28.27M | 0.6% | +31.5% | 0.004% | |
5/2/2025 | Pioneer Trust Bank N A OR | 20,290 | $1.78M | 0.5% | -3.6% | 0.000% | |
5/2/2025 | Prepared Retirement Institute LLC | 2,923 | $257K | 0.2% | -25.1% | 0.000% | |
5/2/2025 | Hohimer Wealth Management LLC | 6,085 | $534K | 0.1% | +8.1% | 0.000% | |
5/2/2025 | Bogart Wealth LLC | 95,424 | $8.38M | 0.4% | -13.9% | 0.001% | |
5/2/2025 | Sigma Planning Corp | 116,647 | $10.24M | 0.3% | +7.5% | 0.001% | |
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5/2/2025 | Catalyst Financial Partners LLC | 23,897 | $2.10M | 0.4% | +2.1% | 0.000% | |
5/2/2025 | Signaturefd LLC | 149,009 | $13.08M | 0.2% | -0.4% | 0.002% | |
5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 53,071 | $4.66M | 1.0% | +4.3% | 0.001% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 7,338 | $644K | 0.2% | +4.4% | 0.000% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 13,263 | $1.16M | 0.2% | +3.2% | 0.000% | |
5/1/2025 | Florida Financial Advisors LLC | 25,162 | $2.21M | 0.9% | +67.8% | 0.000% | |
5/1/2025 | Rice Hall James & Associates LLC | 3,973 | $349K | 0.0% | -6.5% | 0.000% | |
5/1/2025 | Gould Asset Management LLC CA | 16,919 | $1.49M | 0.3% | +2.2% | 0.000% | |
5/1/2025 | Bleakley Financial Group LLC | 130,569 | $11.46M | 0.4% | +1.7% | 0.002% | |
5/1/2025 | Securian Asset Management Inc. | 229,793 | $20.17M | 0.6% | -1.5% | 0.003% | |