8/1/2025 | Oarsman Capital Inc. | 6,645 | $2.03M | 0.3% | +1.5% | 0.002% | |
8/1/2025 | Motco | 46,328 | $14.04M | 1.3% | -5.0% | 0.014% | |
8/1/2025 | Fire Capital Management LLC | 12,669 | $3.86M | 2.5% | -16.0% | 0.004% | |
8/1/2025 | Biltmore Family Office LLC | 1,633 | $498K | 0.1% | +4.5% | 0.000% | |
8/1/2025 | Stuart Chaussee & Associates Inc. | 250 | $76K | 0.0% | N/A | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 1,052 | $321K | 0.3% | +21.8% | 0.000% | |
8/1/2025 | Austin Private Wealth LLC | 16,576 | $5.05M | 0.4% | +85.1% | 0.005% | |
8/1/2025 | Strategic Financial Services Inc. | 28,582 | $8.71M | 0.5% | -28.2% | 0.009% | |
8/1/2025 | Private Wealth Partners LLC | 9,656 | $2.94M | 0.2% | -4.0% | 0.003% | |
8/1/2025 | Howard Capital Management Inc. | 12,672 | $3.86M | 0.0% | N/A | 0.004% | |
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8/1/2025 | Reliant Investment Partners LLC | 2,783 | $848K | 0.7% | +2.3% | 0.001% | |
8/1/2025 | Wincap Financial LLC | 729 | $222K | 0.2% | N/A | 0.000% | |
8/1/2025 | First National Trust Co | 287,106 | $87.52M | 3.3% | +0.3% | 0.087% | |
8/1/2025 | Redwood Park Advisors LLC | 31,220 | $9.52M | 6.5% | +0.9% | 0.009% | |
8/1/2025 | Purkiss Capital Advisors LLC | 7,260 | $2.21M | 1.2% | +9.9% | 0.002% | |
8/1/2025 | Clark Asset Management LLC | 2,040 | $622K | 0.1% | -12.4% | 0.001% | |
8/1/2025 | Petra Financial Advisors Inc. | 23,252 | $7.09M | 4.5% | +0.4% | 0.007% | |
8/1/2025 | GWN Securities Inc. | 6,408 | $1.95M | 0.4% | -82.7% | 0.002% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 3,891 | $1.19M | 0.5% | +162.7% | 0.001% | |
8/1/2025 | Advisory Alpha LLC | 2,572 | $784K | 0.0% | +12.6% | 0.001% | |
8/1/2025 | SYM FINANCIAL Corp | 1,625 | $495K | 0.1% | -5.8% | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 1,526 | $465K | 0.1% | +8.7% | 0.000% | |
8/1/2025 | Teacher Retirement System of Texas | 195,300 | $59.53M | 0.2% | +79.4% | 0.059% | |
8/1/2025 | Transcend Capital Advisors LLC | 108,359 | $33.03M | 2.5% | -10.8% | 0.033% | |
8/1/2025 | Penobscot Wealth Management | 1,339 | $408K | 0.1% | +7.1% | 0.000% | |
8/1/2025 | Oak Grove Capital LLC | 1,550 | $472K | 0.1% | N/A | 0.000% | |
8/1/2025 | Bessemer Group Inc. | 33,784 | $10.30M | 0.0% | -8.1% | 0.010% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 3,850 | $1.17M | 0.2% | -2.5% | 0.001% | |
8/1/2025 | Brookwood Investment Group LLC | 25,141 | $7.66M | 1.2% | -3.6% | 0.008% | |
8/1/2025 | First Command Advisory Services Inc. | 140 | $43K | 0.0% | N/A | 0.000% | |
8/1/2025 | Banco Santander S.A. | 266,893 | $81.36M | 0.8% | +30.3% | 0.080% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 64,699 | $19.72M | 0.7% | +39.5% | 0.019% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 78,216 | $23.84M | 0.7% | -5.0% | 0.024% | |
8/1/2025 | Solstein Capital LLC | 10,245 | $3.12M | 1.5% | -1.7% | 0.003% | |
8/1/2025 | Delta Investment Management LLC | 5,171 | $1.58M | 0.3% | -6.9% | 0.002% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,187,272 | $361.89M | 0.1% | -2.5% | 0.358% | |
7/31/2025 | Wealthfront Advisers LLC | 123,080 | $37.52M | 0.1% | +13.0% | 0.037% | |
7/31/2025 | Perissos Private Wealth Management LLC | 10,886 | $3.32M | 2.6% | -50.2% | 0.003% | |
7/31/2025 | Optimum Investment Advisors | 10,616 | $3.24M | 1.4% | -2.1% | 0.003% | |
7/31/2025 | VestGen Investment Management | 1,716 | $523K | 0.4% | -13.4% | 0.001% | |
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7/31/2025 | Pullen Investment Management LLC | 6,818 | $2.08M | 1.3% | +2.3% | 0.002% | |
7/31/2025 | Forte Asset Management LLC | 4,759 | $1.45M | 0.7% | -14.4% | 0.001% | |
7/31/2025 | Conservest Capital Advisors Inc. | 29,487 | $8.99M | 0.9% | -1.8% | 0.009% | |
7/31/2025 | Ingalls & Snyder LLC | 25,436 | $7.75M | 0.3% | -2.9% | 0.008% | |
7/31/2025 | Darden Wealth Group Inc | 1,867 | $569K | 0.3% | +62.5% | 0.001% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 6,644 | $2.03M | 0.3% | -3.6% | 0.002% | |
7/31/2025 | Ndwm LLC | 19,195 | $5.85M | 4.3% | +295.0% | 0.006% | |
7/31/2025 | Anthracite Investment Company Inc. | 1,050 | $320K | 0.2% | +5.0% | 0.000% | |
7/31/2025 | Interchange Capital Partners LLC | 4,703 | $1.43M | 0.3% | -11.3% | 0.001% | |
7/31/2025 | Cabot Wealth Management Inc. | 17,422 | $5.31M | 0.6% | -2.6% | 0.005% | |
7/31/2025 | Brighton Jones LLC | 11,785 | $3.59M | 0.1% | +4.6% | 0.004% | |
7/31/2025 | Waldron Private Wealth LLC | 3,149 | $960K | 0.0% | +12.2% | 0.001% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 7,370 | $2.25M | 0.2% | +5.4% | 0.002% | |
7/31/2025 | Graybill Wealth Management LTD. | 32,203 | $9.82M | 3.2% | -19.0% | 0.010% | |
7/31/2025 | Leavell Investment Management Inc. | 5,448 | $1.66M | 0.1% | +54.3% | 0.002% | |
7/31/2025 | Brian Low Financial Group LLC | 1,086 | $331K | 0.3% | N/A | 0.000% | |
7/31/2025 | BIP Wealth LLC | 754 | $230K | 0.0% | -4.4% | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 9,780 | $2.98M | 0.0% | -5.9% | 0.003% | |
7/31/2025 | Fielder Capital Group LLC | 852 | $260K | 0.1% | -19.6% | 0.000% | |
7/31/2025 | Insight Wealth Partners LLC | 4,638 | $1.41M | 0.5% | +15.1% | 0.001% | |
7/31/2025 | Curio Wealth LLC | 1,590 | $485K | 0.2% | +26,400.0% | 0.000% | |
7/31/2025 | Allied Investment Advisors LLC | 6,635 | $2.02M | 0.4% | +7.3% | 0.002% | |
7/31/2025 | Ranch Capital Advisors Inc. | 864 | $263K | 0.1% | -26.7% | 0.000% | |
7/31/2025 | Carlton Hofferkamp & Jenks Wealth Management LLC | 1,782 | $536K | 0.2% | +19.2% | 0.001% | |
7/31/2025 | Glass Jacobson Investment Advisors llc | 8,460 | $2.58M | 1.0% | +4.3% | 0.003% | |
7/31/2025 | Lee Danner & Bass Inc. | 4,809 | $1.47M | 0.1% | +10.7% | 0.001% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 93,455 | $28.49M | 0.0% | -9.4% | 0.028% | |
7/31/2025 | MN Wealth Advisors LLC | 1,334 | $407K | 0.2% | -6.6% | 0.000% | |
7/31/2025 | West Michigan Advisors LLC | 5,571 | $1.70M | 0.5% | +21.4% | 0.002% | |
7/31/2025 | First Business Financial Services Inc. | 5,180 | $1.58M | 0.1% | -12.2% | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 4,498 | $1.37M | 0.2% | +2.9% | 0.001% | |
7/31/2025 | GLOBALT Investments LLC GA | 308,191 | $93.95M | 3.6% | -37.9% | 0.093% | |
7/31/2025 | Mader & Shannon Wealth Management Inc. | 81,711 | $24.91M | 13.6% | -23.6% | 0.025% | |
7/31/2025 | AlTi Global Inc. | 376,663 | $115.19M | 2.9% | -19.8% | 0.114% | |
7/31/2025 | GenTrust LLC | 40,194 | $12.25M | 0.6% | -21.1% | 0.012% | |
7/31/2025 | Guardian Asset Advisors LLC | 1,891 | $576K | 0.3% | +2.9% | 0.001% | |
7/31/2025 | Carnegie Investment Counsel | 7,624 | $2.32M | 0.0% | +9.4% | 0.002% | |
7/31/2025 | Cornerstone Management Inc. | 1,310 | $399K | 0.1% | -12.8% | 0.000% | |
7/31/2025 | Avion Wealth | 1,324 | $403K | 0.1% | -28.2% | 0.000% | |
7/31/2025 | Silver Oak Advisory Group Inc. | 694 | $211K | 0.1% | -4.8% | 0.000% | |
7/31/2025 | Briaud Financial Planning Inc | 195,132 | $59.48M | 23.5% | -24.0% | 0.059% | |
7/31/2025 | FSM Wealth Advisors LLC | 3,609 | $1.11M | 0.2% | N/A | 0.001% | |
7/31/2025 | Turning Point Benefit Group Inc. | 6,029 | $1.84M | 1.4% | +10.1% | 0.002% | |
7/31/2025 | Hoge Financial Services LLC | 859 | $262K | 0.2% | -32.0% | 0.000% | |
7/31/2025 | Cadinha & Co. LLC | 930 | $283K | 0.0% | +12.0% | 0.000% | |
7/30/2025 | First Citizens Bank & Trust Co. | 10,299 | $3.14M | 0.0% | +1.0% | 0.003% | |
7/30/2025 | Roman Butler Fullerton & Co. | 1,708 | $525K | 0.2% | -9.8% | 0.001% | |
7/30/2025 | Cornerstone Advisory LLC | 3,136 | $956K | 0.1% | +20.3% | 0.001% | |
7/30/2025 | Bleakley Financial Group LLC | 129,417 | $39.45M | 1.0% | -0.3% | 0.039% | |
7/30/2025 | Rothschild Capital Partners LLC | 77,669 | $23.68M | 6.2% | +0.3% | 0.023% | |
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7/30/2025 | Insight Advisors LLC PA | 8,650 | $2.64M | 0.4% | +261.8% | 0.003% | |
7/30/2025 | Strategic Blueprint LLC | 22,028 | $6.72M | 0.3% | -35.3% | 0.007% | |
7/30/2025 | Principle Wealth Partners LLC | 2,720 | $829K | 0.1% | +3.9% | 0.001% | |
7/30/2025 | Sonata Capital Group Inc. | 700 | $213K | 0.1% | -36.4% | 0.000% | |
7/30/2025 | Clifford Swan Investment Counsel LLC | 76,452 | $23.31M | 0.8% | -6.7% | 0.023% | |
7/30/2025 | Forum Financial Management LP | 1,263 | $385K | 0.0% | +3.8% | 0.000% | |
7/30/2025 | White Lighthouse Investment Management Inc. | 6,636 | $2.02M | 0.3% | -2.6% | 0.002% | |
7/30/2025 | Caliber Wealth Management LLC KS | 12,408 | $3.78M | 0.4% | -4.9% | 0.004% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 16,219 | $4.94M | 2.0% | -11.9% | 0.005% | |
7/30/2025 | BCM Advisors LLC | 228,182 | $69.88M | 14.9% | -0.3% | 0.069% | |