5/6/2025 | Rothschild & Co Wealth Management UK Ltd | 15,782 | $714K | 0.0% | -18.8% | 0.001% | |
5/6/2025 | Assetmark Inc. | 306,635 | $13.88M | 0.0% | -21.9% | 0.012% | |
5/6/2025 | Cetera Investment Advisers | 3,213,660 | $145.45M | 0.3% | +12.6% | 0.125% | |
5/6/2025 | John G Ullman & Associates Inc. | 25,310 | $1.15M | 0.2% | -1.9% | 0.001% | |
5/6/2025 | Avantax Advisory Services Inc. | 764,916 | $34.62M | 0.2% | +17.5% | 0.030% | |
5/6/2025 | Orin Green Financial LLC | 111,865 | $4.85M | 2.3% | -0.8% | 0.004% | |
5/6/2025 | Three Bridge Wealth Advisors LLC | 187,363 | $8.48M | 3.0% | +7.3% | 0.007% | |
5/6/2025 | Morling Financial Advisors LLC | 17,858 | $808K | 0.3% | +16.3% | 0.001% | |
5/6/2025 | Jackson Hole Capital Partners LLC | 114,366 | $5.18M | 1.0% | +4.0% | 0.004% | |
5/6/2025 | Atria Investments Inc | 654,278 | $29.61M | 0.4% | +2.8% | 0.025% | |
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5/6/2025 | Principle Wealth Partners LLC | 4,714 | $213K | 0.0% | -24.1% | 0.000% | |
5/6/2025 | One Wealth Advisors LLC | 19,771 | $895K | 0.1% | +17.6% | 0.001% | |
5/6/2025 | Cadence Wealth Management LLC | 53,615 | $2.43M | 1.8% | +28.9% | 0.002% | |
5/6/2025 | Innova Wealth Partners | 50,358 | $2.28M | 1.4% | -2.4% | 0.002% | |
5/6/2025 | Journey Strategic Wealth LLC | 25,864 | $1.17M | 0.0% | -4.1% | 0.001% | |
5/6/2025 | Advisor OS LLC | 4,868 | $220K | 0.0% | N/A | 0.000% | |
5/6/2025 | Holistic Financial Partners | 35,151 | $1.59M | 0.8% | -3.5% | 0.001% | |
5/6/2025 | Pinnacle Associates Ltd. | 143,705 | $6.50M | 0.1% | +3.6% | 0.006% | |
5/6/2025 | Opes Wealth Management LLC | 48,841 | $2.21M | 0.4% | -13.7% | 0.002% | |
5/6/2025 | AE Wealth Management LLC | 77,551 | $3.51M | 0.0% | -33.7% | 0.003% | |
5/6/2025 | Goepper Burkhardt LLC | 7,536 | $341K | 0.1% | N/A | 0.000% | |
5/6/2025 | Burney Co. | 73,982 | $3.35M | 0.1% | +1.5% | 0.003% | |
5/6/2025 | Summit Wealth Partners LLC | 50,204 | $2.27M | 0.5% | -3.4% | 0.002% | |
5/6/2025 | Poplar Forest Capital LLC | 7,589 | $343K | 0.1% | N/A | 0.000% | |
5/6/2025 | Strategic Financial Partners Ltd. | 56,224 | $2.55M | 1.3% | -62.0% | 0.002% | |
5/6/2025 | Blankinship & Foster LLC | 295,441 | $13.37M | 3.4% | -2.1% | 0.011% | |
5/6/2025 | Roundview Capital LLC | 96,948 | $4.39M | 0.3% | +8.8% | 0.004% | |
5/6/2025 | Auto Owners Insurance Co | 896,700 | $40.59M | 0.8% | -50.0% | 0.035% | |
5/6/2025 | Grove Street Fiduciary LLC | 31,667 | $1.43M | 0.7% | -26.7% | 0.001% | |
5/6/2025 | Richardson Financial Services Inc. | 5,538 | $251K | 0.2% | -69.1% | 0.000% | |
5/6/2025 | Vestor Capital LLC | 3,185 | $144K | 0.0% | -98.0% | 0.000% | |
5/6/2025 | Venturi Wealth Management LLC | 323,691 | $14.65M | 0.8% | -22.8% | 0.013% | |
5/6/2025 | Madden Advisory Services Inc. | 14,613 | $661K | 0.3% | +2.3% | 0.001% | |
5/6/2025 | Beacon Investment Advisory Services Inc. | 217,530 | $9.85M | 0.5% | +0.5% | 0.008% | |
5/6/2025 | Accredited Investors Inc. | 4,507 | $204K | 0.0% | N/A | 0.000% | |
5/6/2025 | AllSquare Wealth Management LLC | 120,425 | $5.45M | 3.2% | -0.7% | 0.005% | |
5/6/2025 | Milestone Asset Management Group LLC | 7,092 | $321K | 0.3% | +3.4% | 0.000% | |
5/6/2025 | Golden Bell Financial Planning LLC | 20,651 | $935K | 0.9% | -5.0% | 0.001% | |
5/6/2025 | VCI Wealth Management LLC | 84,162 | $3.81M | 1.6% | +4.7% | 0.003% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 19,215 | $870K | 0.0% | -53.6% | 0.001% | |
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5/6/2025 | VSM Wealth Advisory LLC | 63,289 | $2.86M | 1.0% | -1.5% | 0.002% | |
5/6/2025 | Kathleen S. Wright Associates Inc. | 7,944 | $360K | 0.1% | -5.0% | 0.000% | |
5/6/2025 | Choreo LLC | 2,860,469 | $126.43M | 1.9% | -8.7% | 0.111% | |
5/6/2025 | Riverpoint Wealth Management Holdings LLC | 41,373 | $1.87M | 0.5% | -20.3% | 0.002% | |
5/6/2025 | Oakwell Private Wealth Management LLC | 106,998 | $4.84M | 1.3% | -4.2% | 0.004% | |
5/6/2025 | Nelson Capital Management LLC | 150,520 | $6.81M | 1.2% | +1.5% | 0.006% | |
5/6/2025 | PFG Advisors | 294,027 | $13.31M | 0.7% | +4.7% | 0.011% | |
5/6/2025 | Clifford Swan Investment Counsel LLC | 8,956 | $405K | 0.0% | -38.5% | 0.000% | |
5/5/2025 | Crestwood Advisors Group LLC | 18,910 | $856K | 0.0% | -3.6% | 0.001% | |
5/5/2025 | GW&K Investment Management LLC | 227,310 | $10.29M | 0.1% | +5.0% | 0.009% | |
5/5/2025 | Allianz Asset Management GmbH | 127,507 | $5.77M | 0.0% | +1,821,428.6% | 0.005% | |
5/5/2025 | Arcadia Wealth Management LLC | 222,205 | $10.06M | 5.0% | +15.2% | 0.009% | |
5/5/2025 | Aire Advisors LLC | 37,983 | $1.72M | 0.4% | -8.9% | 0.001% | |
5/5/2025 | Summit Wealth & Retirement Planning Inc. | 6,255 | $283K | 0.1% | +8.1% | 0.000% | |
5/5/2025 | Genesis Wealth Advisors LLC | 103,114 | $4.67M | 3.8% | +75.2% | 0.004% | |
5/5/2025 | Carmel Capital Partners LLC | 4,674 | $212K | 0.1% | N/A | 0.000% | |
5/5/2025 | Cannon Financial Strategists Inc. | 16,809 | $761K | 0.1% | +11.7% | 0.001% | |
5/5/2025 | Blue Bell Private Wealth Management LLC | 3,454 | $156K | 0.0% | +9.8% | 0.000% | |
5/5/2025 | Optimist Retirement Group LLC | 9,666 | $437K | 0.2% | -5.6% | 0.000% | |
5/5/2025 | Parkworth Wealth Management Inc. | 12,712 | $575K | 0.5% | +20.5% | 0.000% | |
5/5/2025 | Heritage Investors Management Corp | 120,918 | $5.47M | 0.2% | -3.9% | 0.005% | |
5/5/2025 | J.W. Cole Advisors Inc. | 140,946 | $6.38M | 0.2% | +14.4% | 0.005% | |
5/5/2025 | Eagle Bay Advisors LLC | 138,832 | $6.28M | 5.3% | +4.8% | 0.005% | |
5/5/2025 | BKM Wealth Management LLC | 89,536 | $4.05M | 1.7% | +1.3% | 0.003% | |
5/5/2025 | Atlantic Union Bankshares Corp | 4,766 | $216K | 0.0% | N/A | 0.000% | |
5/5/2025 | Montag A & Associates Inc. | 11,127 | $504K | 0.0% | -75.0% | 0.000% | |
5/5/2025 | Integrated Capital Management LLC | 60,884 | $2.76M | 1.5% | +0.4% | 0.002% | |
5/5/2025 | IFP Advisors Inc | 109,382 | $4.95M | 0.2% | +21.1% | 0.004% | |
5/5/2025 | OneAscent Financial Services LLC | 41,928 | $1.90M | 0.1% | +79.1% | 0.002% | |
5/5/2025 | Mosaic Advisors LLC | 32,216 | $1.46M | 2.2% | -20.1% | 0.001% | |
5/5/2025 | 1ST Source Bank | 85,828 | $3.89M | 0.2% | +6.8% | 0.003% | |
5/5/2025 | Berkeley Capital Partners LLC | 17,866 | $809K | 0.2% | -5.1% | 0.001% | |
5/5/2025 | Cassaday & Co Wealth Management LLC | 43,450 | $1.97M | 0.1% | -0.6% | 0.002% | |
5/5/2025 | Copperwynd Financial LLC | 236,476 | $10.70M | 3.0% | N/A | 0.009% | |
5/5/2025 | South Dakota Investment Council | 14,025,913 | $634.81M | 13.0% | +0.1% | 0.544% | |
5/5/2025 | Calton & Associates Inc. | 6,844 | $310K | 0.0% | N/A | 0.000% | |
5/5/2025 | Stordahl Capital Management Inc. | 13,452 | $609K | 0.1% | -1.7% | 0.001% | |
5/5/2025 | Kestra Private Wealth Services LLC | 240,725 | $10.90M | 0.2% | +10.8% | 0.009% | |
5/5/2025 | Fountainhead AM LLC | 250,953 | $11.36M | 1.8% | +4.0% | 0.010% | |
5/5/2025 | SNS Financial Group LLC | 521,085 | $23.58M | 2.4% | -15.0% | 0.020% | |
5/5/2025 | FAS Wealth Partners Inc. | 6,250 | $283K | 0.0% | -11.6% | 0.000% | |
5/5/2025 | Morningstar Investment Services LLC | 235,987 | $10.68M | 2.0% | -48.8% | 0.009% | |
5/5/2025 | Balentine LLC | 11,301 | $511K | 0.0% | -51.2% | 0.000% | |
5/5/2025 | Csenge Advisory Group | 48,439 | $2.10M | 0.1% | +5.6% | 0.002% | |
5/5/2025 | St. Louis Trust Co | 187,228 | $8.47M | 1.2% | -11.7% | 0.007% | |
5/5/2025 | AMG National Trust Bank | 30,059 | $1.36M | 0.0% | -1.1% | 0.001% | |
5/5/2025 | Buckhead Capital Management LLC | 10,512 | $476K | 0.2% | +7.1% | 0.000% | |
5/5/2025 | Allegiance Financial Group Advisory Services LLC | 58,561 | $2.65M | 0.8% | -12.2% | 0.002% | |
5/5/2025 | Private Advisor Group LLC | 604,037 | $27.34M | 0.2% | -3.8% | 0.023% | |
5/5/2025 | Nwam LLC | 51,421 | $2.33M | 0.2% | -77.2% | 0.002% | |
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5/5/2025 | EQ LLC | 4,802 | $217K | 0.1% | -5.4% | 0.000% | |
5/5/2025 | Diversify Advisory Services LLC | 139,371 | $6.29M | 0.4% | +11.9% | 0.005% | |
5/5/2025 | JMG Financial Group Ltd. | 2,875,384 | $130.14M | 4.4% | +5.0% | 0.111% | |
5/5/2025 | Archer Investment Corp | 21,310 | $964K | 0.2% | +29.1% | 0.001% | |
5/5/2025 | Jackson Creek Investment Advisors LLC | 18,808 | $851K | 0.3% | +1.8% | 0.001% | |
5/5/2025 | Evergreen Wealth Management LLC | 10,023 | $454K | 0.3% | -50.9% | 0.000% | |
5/5/2025 | Gradient Capital Advisors LLC | 16,925 | $766K | 0.3% | -3.4% | 0.001% | |
5/5/2025 | Hollencrest Capital Management | 1,100 | $50K | 0.0% | N/A | 0.000% | |
5/5/2025 | Transce3nd LLC | 1,646 | $74K | 0.0% | -13.0% | 0.000% | |
5/2/2025 | Independent Wealth Network Inc. | 6,761 | $306K | 0.1% | +3.8% | 0.000% | |