7/24/2025 | Blue Trust Inc. | 1,267 | $479K | 0.0% | +11.3% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 865 | $327K | 0.0% | -29.9% | 0.001% | |
7/24/2025 | Cascade Investment Group Inc. | 2,583 | $977K | 0.7% | +2.6% | 0.002% | |
7/24/2025 | Monument Capital Management | 6,051 | $2.29M | 0.6% | -1.8% | 0.004% | |
7/24/2025 | Vivid Wealth Management LLC | 7,664 | $2.90M | 1.3% | -4.0% | 0.005% | |
7/24/2025 | Mengis Capital Management Inc. | 27,970 | $10.58M | 2.2% | -19.9% | 0.019% | |
7/24/2025 | Commerzbank Aktiengesellschaft FI | 1,352 | $511K | 0.0% | -5.8% | 0.001% | |
7/24/2025 | Pinion Investment Advisors LLC | 1,507 | $570K | 0.2% | -1.8% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 1,308 | $495K | 0.0% | -26.3% | 0.001% | |
7/24/2025 | Freedom Day Solutions LLC | 6,519 | $2.47M | 0.6% | N/A | 0.004% | |
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7/24/2025 | Callan Family Office LLC | 2,957 | $1.12M | 0.0% | +95.8% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 37,135 | $14.04M | 0.0% | +3.6% | 0.025% | |
7/24/2025 | TFR Capital LLC. | 4,296 | $1.62M | 0.6% | +4.4% | 0.003% | |
7/24/2025 | MSH Capital Advisors LLC | 641 | $242K | 0.1% | -25.6% | 0.000% | |
7/24/2025 | Copperwynd Financial LLC | 5,797 | $2.19M | 0.5% | -4.5% | 0.004% | |
7/24/2025 | US Bancorp DE | 28,326 | $10.71M | 0.0% | +10.2% | 0.019% | |
7/23/2025 | Tectonic Advisors LLC | 3,597 | $1.36M | 0.1% | +12.1% | 0.002% | |
7/23/2025 | Hager Investment Management Services LLC | 6,386 | $2.41M | 1.4% | -1.5% | 0.004% | |
7/23/2025 | Vontobel Holding Ltd. | 185,553 | $70.15M | 0.2% | -13.8% | 0.125% | |
7/23/2025 | Maryland State Retirement & Pension System | 7,158 | $2.71M | 0.1% | +5.4% | 0.005% | |
7/23/2025 | Clear Creek Financial Management LLC | 3,552 | $1.34M | 0.1% | +2.6% | 0.002% | |
7/23/2025 | NBT Bank N A NY | 5,778 | $2.19M | 0.2% | -7.6% | 0.004% | |
7/23/2025 | Louisiana State Employees Retirement System | 7,800 | $2.95M | 0.1% | -1.3% | 0.005% | |
7/23/2025 | Shell Asset Management Co. | 4,212 | $1.59M | 0.1% | +67.6% | 0.003% | |
7/23/2025 | KLP Kapitalforvaltning AS | 99,500 | $37.62M | 0.2% | +12.3% | 0.067% | |
7/23/2025 | Bingham Private Wealth LLC | 2,516 | $951K | 0.9% | -7.5% | 0.002% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 2,200 | $832K | 0.3% | -32.6% | 0.001% | |
7/23/2025 | Meitav Investment House Ltd. | 100,000 | $37.83M | 0.6% | -33.3% | 0.067% | |
7/23/2025 | KPP Advisory Services LLC | 5,838 | $2.21M | 0.5% | +8.8% | 0.004% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 1,855 | $701K | 0.0% | +3.5% | 0.001% | |
7/22/2025 | Belpointe Asset Management LLC | 638 | $241K | 0.0% | N/A | 0.000% | |
7/22/2025 | Gratus Wealth Advisors LLC | 5,084 | $1.92M | 0.3% | -0.7% | 0.003% | |
7/22/2025 | Petros Family Wealth LLC | 1,077 | $407K | 0.4% | -5.4% | 0.001% | |
7/22/2025 | Valeo Financial Advisors LLC | 2,234 | $845K | 0.0% | -5.7% | 0.002% | |
7/22/2025 | Three Bridge Wealth Advisors LLC | 772 | $292K | 0.1% | N/A | 0.001% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 1,060 | $401K | 0.2% | -2.7% | 0.001% | |
7/22/2025 | Simplicity Wealth LLC | 1,377 | $521K | 0.0% | +38.8% | 0.001% | |
7/22/2025 | OLD National Bancorp IN | 20,516 | $7.76M | 0.1% | N/A | 0.014% | |
7/22/2025 | Highland Capital Management LLC | 20,605 | $7.79M | 0.4% | +10.2% | 0.014% | |
7/22/2025 | Realta Investment Advisors | 1,937 | $732K | 0.3% | -7.2% | 0.001% | |
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7/22/2025 | Wealthcare Capital Partners LLC | 533 | $201K | 0.1% | N/A | 0.000% | |
7/22/2025 | BridgePort Financial Solutions LLC | 579 | $219K | 0.1% | N/A | 0.000% | |
7/22/2025 | Clarius Group LLC | 780 | $295K | 0.0% | -32.6% | 0.001% | |
7/22/2025 | Checchi Capital Advisers LLC | 1,447 | $547K | 0.0% | -2.9% | 0.001% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 35,469 | $13.41M | 1.1% | -0.1% | 0.024% | |
7/22/2025 | Wells Trecaso Financial Group LLC | 18,348 | $6.94M | 2.1% | -4.1% | 0.012% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 13,813 | $5.22M | 0.6% | +45.9% | 0.009% | |
7/21/2025 | NTV Asset Management LLC | 700 | $265K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameriflex Group Inc. | 83 | $32K | 0.0% | +93.0% | 0.000% | |
7/21/2025 | QRG Capital Management Inc. | 10,722 | $4.05M | 0.0% | -22.7% | 0.007% | |
7/21/2025 | Segment Wealth Management LLC | 21,986 | $8.31M | 0.5% | +2.9% | 0.015% | |
7/21/2025 | Stock Yards Bank & Trust Co. | 58,353 | $22.06M | 0.7% | +9.3% | 0.039% | |
7/21/2025 | Ascent Group LLC | 9,652 | $3.65M | 0.1% | +0.5% | 0.007% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,673 | $1.39M | 0.1% | N/A | 0.002% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 718 | $271K | 0.0% | N/A | 0.000% | |
7/21/2025 | Sterling Investment Counsel LLC | 699 | $264K | 0.2% | N/A | 0.000% | |
7/21/2025 | Abundance Wealth Counselors | 3,770 | $1.43M | 0.3% | -42.4% | 0.003% | |
7/21/2025 | Capital Planning LLC | 59,959 | $22.67M | 7.1% | -1.0% | 0.040% | |
7/21/2025 | River Street Advisors LLC | 2,389 | $903K | 0.4% | +9.1% | 0.002% | |
7/21/2025 | Abacus Planning Group Inc. | 1,677 | $634K | 0.1% | +9.8% | 0.001% | |
7/21/2025 | Hilltop National Bank | 6,898 | $2.61M | 0.7% | N/A | 0.005% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 29,171 | $11.03M | 0.0% | -42.6% | 0.020% | |
7/21/2025 | Tower View Wealth Management LLC | 15,893 | $6.01M | 3.1% | -3.8% | 0.011% | |
7/21/2025 | J. Safra Sarasin Holding AG | 9,184 | $3.47M | 0.1% | -9.6% | 0.006% | |
7/21/2025 | ASR Vermogensbeheer N.V. | 13,092 | $4.95M | 0.1% | +214.5% | 0.009% | |
7/18/2025 | CHURCHILL MANAGEMENT Corp | 3,900 | $1.48M | 0.0% | -1.8% | 0.003% | |
7/18/2025 | AMI Asset Management Corp | 207,587 | $78.49M | 4.5% | -5.5% | 0.140% | |
7/18/2025 | EWA LLC | 643 | $243K | 0.1% | N/A | 0.000% | |
7/18/2025 | Robeco Institutional Asset Management B.V. | 100,273 | $37.91M | 0.1% | -6.0% | 0.068% | |
7/18/2025 | BSW Wealth Partners | 1,733 | $655K | 0.1% | -2.9% | 0.001% | |
7/18/2025 | Precision Wealth Strategies LLC | 1,419 | $536K | 0.2% | -13.3% | 0.001% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 9,429 | $3.57M | 0.8% | -4.5% | 0.006% | |
7/18/2025 | SOA Wealth Advisors LLC. | 70 | $26K | 0.0% | +159.3% | 0.000% | |
7/18/2025 | Chelsea Counsel Co. | 18,398 | $6.96M | 3.4% | -1.6% | 0.012% | |
7/18/2025 | Trilogy Capital Inc. | 618 | $234K | 0.0% | N/A | 0.000% | |
7/18/2025 | Childress Capital Advisors LLC | 616 | $233K | 0.1% | N/A | 0.000% | |
7/18/2025 | Institute for Wealth Management LLC. | 2,284 | $864K | 0.1% | +5.5% | 0.002% | |
7/18/2025 | Cooper Financial Group | 1,132 | $428K | 0.1% | N/A | 0.001% | |
7/18/2025 | Truist Financial Corp | 472,205 | $178.53M | 0.3% | -2.1% | 0.318% | |
7/18/2025 | Bourgeon Capital Management LLC | 18,507 | $7.00M | 1.4% | -51.1% | 0.012% | |
7/18/2025 | First United Bank & Trust | 2,104 | $795K | 0.3% | +2.4% | 0.001% | |
7/18/2025 | Union Bancaire Privee UBP SA | 170,339 | $64.10M | 1.3% | +7.7% | 0.115% | |
7/17/2025 | Chicago Capital LLC | 58,724 | $22.20M | 0.5% | +17.0% | 0.040% | |
7/17/2025 | Trivium Point Advisory LLC | 13,708 | $5.18M | 0.6% | -8.0% | 0.009% | |
7/17/2025 | Paradiem LLC | 8,782 | $3.32M | 0.8% | -48.3% | 0.006% | |
7/17/2025 | Lee Johnson Capital Management LLC | 4,305 | $1.63M | 0.6% | N/A | 0.003% | |
7/17/2025 | Park Place Capital Corp | 6,286 | $2.34M | 0.5% | -5.6% | 0.004% | |
7/17/2025 | Greenleaf Trust | 3,100 | $1.17M | 0.0% | -4.5% | 0.002% | |
7/17/2025 | HCR Wealth Advisors | 7,551 | $2.86M | 0.3% | +11.2% | 0.005% | |
7/17/2025 | G&S Capital LLC | 1,114 | $421K | 0.2% | -6.5% | 0.001% | |
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7/17/2025 | Capital Investment Advisors LLC | 574 | $217K | 0.0% | N/A | 0.000% | |
7/17/2025 | Asio Capital LLC | 14,112 | $5.34M | 0.9% | +3.3% | 0.010% | |
7/17/2025 | Janney Capital Management LLC | 26,862 | $10.16M | 0.7% | -1.7% | 0.018% | |
7/17/2025 | Janney Montgomery Scott LLC | 137,013 | $51.80M | 0.1% | -0.3% | 0.092% | |
7/17/2025 | Wolff Wiese Magana LLC | 1,943 | $735K | 0.5% | +134.9% | 0.001% | |
7/17/2025 | Archford Capital Strategies LLC | 2,720 | $1.03M | 0.1% | -12.0% | 0.002% | |
7/17/2025 | Covenant Asset Management LLC | 25,426 | $9.61M | 1.4% | -1.1% | 0.017% | |
7/17/2025 | GC Wealth Management RIA LLC | 9,174 | $3.47M | 0.3% | +873.9% | 0.006% | |
7/17/2025 | Albion Financial Group UT | 39,980 | $15.12M | 1.0% | +111.1% | 0.027% | |
7/17/2025 | V Square Quantitative Management LLC | 3,282 | $1.24M | 0.2% | -15.8% | 0.002% | |