7/18/2025 | Community Financial Services Group LLC | 115,053 | $23.61M | 4.7% | -1.2% | 0.001% | |
7/18/2025 | NRI Wealth Management LC | 34,595 | $7.10M | 4.3% | +1.5% | 0.000% | |
7/18/2025 | Precision Wealth Strategies LLC | 11,725 | $2.41M | 0.8% | +171.6% | 0.000% | |
7/18/2025 | TruNorth Capital Management LLC | 13,718 | $2.82M | 0.6% | -6.1% | 0.000% | |
7/18/2025 | jvl associates llc | 50,058 | $10.27M | 3.7% | +6.4% | 0.000% | |
7/18/2025 | B.O.S.S. Retirement Advisors LLC | 16,722 | $3.43M | 0.9% | +6.9% | 0.000% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 60,853 | $12.49M | 2.9% | -10.9% | 0.000% | |
7/18/2025 | Meritas Wealth Management LLC | 45,026 | $9.24M | 5.1% | -0.3% | 0.000% | |
7/18/2025 | Mountain Pacific Investment Advisers LLC | 18,353 | $3.77M | 0.3% | -18.8% | 0.000% | |
7/18/2025 | Heritage Financial Services LLC | 40,720 | $8.36M | 0.8% | -6.7% | 0.000% | |
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7/18/2025 | Madrona Financial Services LLC | 38,885 | $7.98M | 1.9% | +3.7% | 0.000% | |
7/18/2025 | SOA Wealth Advisors LLC. | 267,635 | $54.91M | 6.0% | -0.7% | 0.002% | |
7/18/2025 | Founders Capital Management | 38,421 | $7.88M | 4.7% | -0.3% | 0.000% | |
7/18/2025 | Miller Wealth Advisors LLC | 162,852 | $33.41M | 15.6% | -1.4% | 0.001% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 2,567 | $527K | 0.3% | +50.5% | 0.000% | |
7/18/2025 | Dogwood Wealth Management LLC | 12,677 | $2.66M | 1.3% | +36.9% | 0.000% | |
7/18/2025 | Client 1ST Advisory Group LLC | 12,631 | $2.59M | 0.9% | +0.8% | 0.000% | |
7/18/2025 | Vigilare Wealth Management | 34,328 | $7.04M | 2.6% | -0.6% | 0.000% | |
7/18/2025 | Centricity Wealth Management LLC | 5,096 | $1.05M | 0.8% | -2.7% | 0.000% | |
7/18/2025 | First Pacific Financial | 19,641 | $4.03M | 0.6% | +33.3% | 0.000% | |
7/18/2025 | Deltec Asset Management LLC | 28,630 | $5.87M | 1.0% | -0.2% | 0.000% | |
7/18/2025 | Chelsea Counsel Co. | 91,406 | $18.75M | 9.3% | -0.1% | 0.001% | |
7/18/2025 | Trilogy Capital Inc. | 39,688 | $8.14M | 0.4% | +1.1% | 0.000% | |
7/18/2025 | QTR Family Wealth LLC | 30,105 | $6.18M | 3.8% | +11.8% | 0.000% | |
7/18/2025 | Eagle Capital Management LLC | 52,434 | $10.76M | 4.7% | -1.0% | 0.000% | |
7/18/2025 | Trust Co. of Vermont | 567,406 | $116.42M | 5.5% | -0.1% | 0.004% | |
7/18/2025 | Forbes J M & Co. LLP | 245,286 | $50.33M | 4.6% | -2.6% | 0.002% | |
7/18/2025 | BCO Wealth Management LLC | 994 | $204K | 0.1% | N/A | 0.000% | |
7/18/2025 | Ninety One SA PTY Ltd | 2,858 | $571K | 0.1% | -91.6% | 0.000% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 1,729,819 | $354.91M | 5.0% | -0.1% | 0.012% | |
7/18/2025 | Ninety One UK Ltd | 2,500,633 | $513.06M | 1.2% | +8.3% | 0.017% | |
7/18/2025 | Loudon Investment Management LLC | 16,976 | $3.48M | 1.9% | -1.7% | 0.000% | |
7/18/2025 | Lynx Investment Advisory | 25,931 | $5.32M | 3.5% | -2.5% | 0.000% | |
7/18/2025 | Magnolia Private Wealth LLC | 15,673 | $3.22M | 2.5% | -0.9% | 0.000% | |
7/18/2025 | Marino Stram & Associates LLC | 46,327 | $9.51M | 1.9% | +4.2% | 0.000% | |
7/18/2025 | Panoramic Capital Partners LLC | 18,839 | $4.02M | 2.8% | +3.4% | 0.000% | |
7/18/2025 | Rogco LP | 21,471 | $4.41M | 1.7% | -1.6% | 0.000% | |
7/18/2025 | Pacific Point Advisors LLC | 14,879 | $3.05M | 1.7% | -0.7% | 0.000% | |
7/18/2025 | Impact Capital Partners LLC | 52,741 | $10.82M | 3.5% | +2.2% | 0.000% | |
7/18/2025 | Rolek Wealth Management LLC | 2,898 | $595K | 0.5% | +2.8% | 0.000% | |
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7/18/2025 | Forza Wealth Management LLC | 12,606 | $2.59M | 1.1% | -2.2% | 0.000% | |
7/18/2025 | Community Bank & Trust Waco Texas | 210,630 | $43.22M | 9.8% | -0.8% | 0.001% | |
7/18/2025 | SigFig Wealth Management LLC | 1,830 | $368K | 0.0% | +2.8% | 0.000% | |
7/18/2025 | Independent Investors Inc. | 1,122,721 | $230.35M | 50.2% | -2.8% | 0.008% | |
7/18/2025 | Childress Capital Advisors LLC | 54,332 | $11.15M | 2.8% | +8.3% | 0.000% | |
7/18/2025 | OLD Point Trust & Financial Services N A | 46,154 | $9.47M | 3.7% | -3.8% | 0.000% | |
7/18/2025 | Provident Wealth Management LLC | 9,573 | $1.96M | 0.6% | -0.6% | 0.000% | |
7/18/2025 | PFG Investments LLC | 516,017 | $105.87M | 6.2% | -0.6% | 0.003% | |
7/18/2025 | Consolidated Portfolio Review Corp | 204,052 | $41.87M | 5.8% | +0.9% | 0.001% | |
7/18/2025 | TABR Capital Management LLC | 6,433 | $1.32M | 1.1% | -4.6% | 0.000% | |
7/18/2025 | Citrine Capital LLC | 3,260 | $669K | 0.4% | +1.9% | 0.000% | |
7/18/2025 | Midwest Financial Group LLC | 31,596 | $6.48M | 3.4% | -11.7% | 0.000% | |
7/18/2025 | LBP AM SA | 936,031 | $192.05M | 2.7% | +0.8% | 0.006% | |
7/18/2025 | Victrix Investment Advisors | 38,422 | $7.88M | 3.5% | +2.9% | 0.000% | |
7/18/2025 | Institute for Wealth Management LLC. | 125,768 | $25.80M | 2.9% | -1.5% | 0.001% | |
7/18/2025 | Arcadia Wealth Management LLC | 2,675 | $549K | 0.2% | -18.8% | 0.000% | |
7/18/2025 | Columbia Asset Management | 208,272 | $42.73M | 8.4% | -58.2% | 0.001% | |
7/18/2025 | Brueske Advisory Services LLC | 8,427 | $1.73M | 1.2% | -3.7% | 0.000% | |
7/18/2025 | PBMares Wealth Management LLC | 34,165 | $7.01M | 1.3% | -10.5% | 0.000% | |
7/18/2025 | Mitsubishi UFJ Asset Management UK Ltd. | 20,000 | $4.10M | 2.1% | -39.4% | 0.000% | |
7/18/2025 | Sicart Associates LLC | 16,364 | $3.36M | 1.2% | -18.1% | 0.000% | |
7/18/2025 | O ROURKE & COMPANY Inc | 80,628 | $16.54M | 7.7% | +58.4% | 0.001% | |
7/18/2025 | Requisite Capital Management LLC | 5,736 | $1.18M | 0.3% | +16.0% | 0.000% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 68,873 | $14.13M | 1.2% | +2.0% | 0.000% | |
7/18/2025 | Liberty Capital Management Inc. | 88,540 | $18.17M | 3.7% | -2.9% | 0.001% | |
7/18/2025 | Wetzel Investment Advisors Inc. | 14,408 | $2.96M | 1.4% | -0.6% | 0.000% | |
7/18/2025 | Cooper Financial Group | 151,431 | $31.07M | 3.7% | -7.3% | 0.001% | |
7/18/2025 | Alley Investment Management Company LLC | 135,301 | $27.76M | 3.4% | +0.2% | 0.001% | |
7/18/2025 | PGGM Investments | 229,664 | $47.12M | 0.8% | -78.1% | 0.002% | |
7/18/2025 | Truist Financial Corp | 6,836,934 | $1.40B | 2.1% | -0.1% | 0.046% | |
7/18/2025 | Broadway Wealth Solutions Inc. | 9,393 | $1.93M | 1.2% | +13.0% | 0.000% | |
7/18/2025 | Powers Advisory Group LLC | 10,698 | $2.20M | 1.0% | +1.5% | 0.000% | |
7/18/2025 | Bourgeon Capital Management LLC | 54,271 | $11.14M | 2.2% | +0.2% | 0.000% | |
7/18/2025 | Westhampton Capital LLC | 86,829 | $17.82M | 9.2% | -0.1% | 0.001% | |
7/18/2025 | Parkside Investments LLC | 73,977 | $15.18M | 2.1% | -3.3% | 0.000% | |
7/18/2025 | FMB Wealth Management | 19,592 | $4.02M | 1.9% | +12.4% | 0.000% | |
7/18/2025 | Lockerman Financial Group Inc. | 6,218 | $1.28M | 1.7% | -2.3% | 0.000% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 150,419 | $30.86M | 9.9% | -8.0% | 0.001% | |
7/18/2025 | First United Bank & Trust | 37,653 | $7.73M | 2.7% | -2.3% | 0.000% | |
7/18/2025 | Union Bancaire Privee UBP SA | 653,497 | $137.88M | 2.8% | -5.2% | 0.004% | |
7/17/2025 | MBA Advisors LLC | 17,021 | $3.49M | 1.6% | -12.8% | 0.000% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 16,353 | $3.36M | 0.7% | +8.4% | 0.000% | |
7/17/2025 | Chicago Capital LLC | 467,591 | $95.94M | 2.4% | -0.1% | 0.003% | |
7/17/2025 | One Wealth Advisors LLC | 168,584 | $34.59M | 4.8% | -4.8% | 0.001% | |
7/17/2025 | Trivium Point Advisory LLC | 100,707 | $20.66M | 2.2% | -0.2% | 0.001% | |
7/17/2025 | Spectrum Strategic Capital Management LLC | 20,472 | $4.20M | 2.1% | +17.1% | 0.000% | |
7/17/2025 | Emerald Advisors LLC | 22,017 | $4.52M | 0.6% | +8.0% | 0.000% | |
7/17/2025 | LifeGuide Financial Advisors LLC | 3,694 | $758K | 0.3% | +24.4% | 0.000% | |
7/17/2025 | Mokosak Advisory Group LLC | 6,657 | $1.37M | 0.4% | +9.5% | 0.000% | |
7/17/2025 | Melfa Wealth Management Inc. | 20,149 | $4.13M | 2.6% | -17.4% | 0.000% | |
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7/17/2025 | Cornerstone Wealth Advisors Inc. | 6,574 | $1.35M | 0.3% | -29.1% | 0.000% | |
7/17/2025 | Eclectic Associates Inc. ADV | 49,766 | $10.21M | 2.2% | -1.4% | 0.000% | |
7/17/2025 | Eagle Bluffs Wealth Management LLC | 6,914 | $1.42M | 0.7% | -0.8% | 0.000% | |
7/17/2025 | Robbins Farley | 23,344 | $4.79M | 2.2% | +2.2% | 0.000% | |
7/17/2025 | Mainsail Financial Group LLC | 5,952 | $1.25M | 0.6% | +3.9% | 0.000% | |
7/17/2025 | C2C Wealth Management LLC | 38,986 | $8.00M | 7.2% | -2.5% | 0.000% | |
7/17/2025 | Legacy Wealth Management Inc | 3,862 | $792K | 0.0% | +31.4% | 0.000% | |
7/17/2025 | Bluesphere Advisors LLC | 8,363 | $1.72M | 0.9% | -3.4% | 0.000% | |
7/17/2025 | Hamilton Capital Partners LLC | 57,745 | $11.85M | 5.7% | -24.4% | 0.000% | |
7/17/2025 | Lee Johnson Capital Management LLC | 7,811 | $1.60M | 0.6% | -73.0% | 0.000% | |