| 4/25/2025 | Mather Group LLC. | 778 | $459K | 0.0% | +9.4% | 0.001% | |
| 4/25/2025 | Alta Advisers Ltd | 539 | $318K | 0.1% | N/A | 0.001% | |
| 4/25/2025 | Smith Salley Wealth Management | 35,088 | $20.69M | 1.4% | +0.6% | 0.033% | |
| 4/25/2025 | Red Door Wealth Management LLC | 10,433 | $6.15M | 0.9% | +16.5% | 0.010% | |
| 4/25/2025 | WASHINGTON TRUST Co | 5,398 | $3.18M | 0.1% | -1.5% | 0.005% | |
| 4/25/2025 | MorganRosel Wealth Management LLC | 45 | $27K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Ameritas Advisory Services LLC | 695 | $410K | 0.0% | -2.7% | 0.001% | |
| 4/25/2025 | New York State Teachers Retirement System | 81,640 | $48.13M | 0.1% | -1.7% | 0.076% | |
| 4/25/2025 | Amalgamated Bank | 20,759 | $12.24M | 0.1% | +1.1% | 0.019% | |
| 4/25/2025 | Verity Asset Management Inc. | 1,158 | $683K | 0.3% | +113.7% | 0.001% | |
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| 4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 846 | $499K | 0.3% | -3.0% | 0.001% | |
| 4/25/2025 | Essex Financial Services Inc. | 8,964 | $5.29M | 0.4% | -1.3% | 0.008% | |
| 4/25/2025 | KBC Group NV | 29,222 | $17.23M | 0.1% | +1.3% | 0.027% | |
| 4/25/2025 | Goodman Advisory Group LLC | 7,237 | $4.27M | 2.0% | +28.7% | 0.007% | |
| 4/25/2025 | Convergence Financial LLC | 689 | $406K | 0.1% | +3.3% | 0.001% | |
| 4/25/2025 | WealthBridge Capital Management LLC | 814 | $480K | 0.1% | +8.2% | 0.001% | |
| 4/25/2025 | Clarus Group Inc. | 1,182 | $697K | 0.3% | -16.3% | 0.001% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 289,511 | $170.69M | 0.1% | +1.5% | 0.270% | |
| 4/24/2025 | Villere ST Denis J & Co. LLC | 65,340 | $38.52M | 3.7% | -1.3% | 0.061% | |
| 4/24/2025 | Sunbelt Securities Inc. | 545 | $321K | 0.0% | -15.9% | 0.001% | |
| 4/24/2025 | Crescent Grove Advisors LLC | 572 | $337K | 0.0% | +10.0% | 0.001% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 22,194 | $13.11M | 0.0% | -10.1% | 0.021% | |
| 4/24/2025 | Schwartz Investment Counsel Inc. | 151,700 | $89.44M | 3.1% | +10.2% | 0.141% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 388 | $229K | 0.1% | N/A | 0.000% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 37,013 | $21.57M | 0.1% | +0.8% | 0.034% | |
| 4/24/2025 | Achmea Investment Management B.V. | 7,619 | $4.49M | 0.1% | +2.2% | 0.007% | |
| 4/24/2025 | Bartlett & CO. Wealth Management LLC | 183 | $108K | 0.0% | +36.6% | 0.000% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 11,033 | $6.51M | 0.1% | +20.6% | 0.010% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 222,212 | $122.46M | 1.2% | -4.0% | 0.207% | |
| 4/24/2025 | Diversified Trust Co | 530 | $312K | 0.0% | +10.4% | 0.000% | |
| 4/24/2025 | Park Place Capital Corp | 3,615 | $2.13M | 0.6% | +67.7% | 0.003% | |
| 4/24/2025 | First Merchants Corp | 2,172 | $1.28M | 0.1% | -5.5% | 0.002% | |
| 4/24/2025 | PDS Planning Inc | 710 | $419K | 0.0% | +6.3% | 0.001% | |
| 4/23/2025 | Penobscot Investment Management Company Inc. | 6,367 | $3.75M | 0.4% | +5.4% | 0.006% | |
| 4/23/2025 | AMI Asset Management Corp | 1,586 | $935K | 0.1% | -10.4% | 0.001% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 178 | $105K | 0.0% | -10.1% | 0.000% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 146,698 | $86.49M | 0.2% | -4.3% | 0.137% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 10,155 | $5.99M | 0.0% | +307.5% | 0.009% | |
| 4/23/2025 | Value Partners Investments Inc. | 1,116 | $658K | 0.1% | -19.2% | 0.001% | |
| 4/23/2025 | Perigon Wealth Management LLC | 1,168 | $689K | 0.0% | +2.6% | 0.001% | |
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| 4/23/2025 | Alpine Bank Wealth Management | 57 | $34K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Arlington Partners LLC | 7,573 | $4.47M | 1.8% | -4.9% | 0.007% | |
| 4/23/2025 | Golden State Wealth Management LLC | 220 | $130K | 0.0% | +152.9% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 3,121 | $1.84M | 0.0% | -48.7% | 0.003% | |
| 4/23/2025 | First Pacific Financial | 1,727 | $1.02M | 0.2% | -12.5% | 0.002% | |
| 4/23/2025 | Spire Wealth Management | 1,931 | $1.14M | 0.0% | -4.9% | 0.002% | |
| 4/23/2025 | Mattern Capital Management LLC | 7,348 | $4.33M | 0.6% | N/A | 0.007% | |
| 4/23/2025 | Cornerstone Wealth Group LLC | 444 | $262K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 163,566 | $96.44M | 0.3% | -10.8% | 0.152% | |
| 4/23/2025 | Cooper Investors PTY Ltd. | 18,340 | $10.81M | 1.8% | +28.2% | 0.017% | |
| 4/23/2025 | Legacy Advisors LLC | 447 | $264K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 50,516 | $29.78M | 0.1% | +2.9% | 0.047% | |
| 4/23/2025 | Valmark Advisers Inc. | 525 | $310K | 0.0% | -3.8% | 0.000% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 6,353 | $3.75M | 0.1% | +0.9% | 0.006% | |
| 4/23/2025 | Continuum Advisory LLC | 942 | $555K | 0.1% | -9.3% | 0.001% | |
| 4/22/2025 | XML Financial LLC | 890 | $525K | 0.0% | -2.3% | 0.001% | |
| 4/22/2025 | Sawgrass Asset Management LLC | 2,267 | $1.34M | 0.2% | -18.2% | 0.002% | |
| 4/22/2025 | Duncker Streett & Co. Inc. | 4,744 | $2.80M | 0.6% | -0.5% | 0.004% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 6,367 | $3.75M | 0.0% | +4.8% | 0.006% | |
| 4/22/2025 | MBE Wealth Management LLC | 614 | $362K | 0.2% | N/A | 0.001% | |
| 4/22/2025 | LVZ Inc. | 869 | $512K | 0.1% | +9.4% | 0.001% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 3,106 | $1.83M | 0.1% | -11.7% | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems | 7,291 | $4.30M | 0.1% | -1.0% | 0.007% | |
| 4/22/2025 | North Point Portfolio Managers Corp OH | 24,314 | $14.34M | 2.5% | -0.5% | 0.023% | |
| 4/22/2025 | Cross Staff Investments Inc | 352 | $207K | 0.2% | N/A | 0.000% | |
| 4/22/2025 | Running Oak Capital LLC | 26,760 | $15.78M | 1.9% | +7.6% | 0.025% | |
| 4/22/2025 | Suncoast Equity Management | 1,802 | $1.06M | 0.1% | +17.0% | 0.002% | |
| 4/22/2025 | Praxis Investment Management Inc. | 4,670 | $2.75M | 0.2% | +6.1% | 0.004% | |
| 4/22/2025 | World Equity Group Inc. | 600 | $354K | 0.1% | -40.0% | 0.001% | |
| 4/22/2025 | Appleton Partners Inc. MA | 22,576 | $13.31M | 1.0% | -0.4% | 0.021% | |
| 4/22/2025 | Canoe Financial LP | 874 | $515K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Covea Finance | 20,480 | $12.08M | 0.5% | -8.3% | 0.019% | |
| 4/22/2025 | Carr Financial Group Corp | 627 | $370K | 0.1% | +8.9% | 0.001% | |
| 4/22/2025 | Segment Wealth Management LLC | 19,033 | $11.22M | 0.8% | +0.8% | 0.018% | |
| 4/22/2025 | Compass Ion Advisors LLC | 354 | $209K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Abundance Wealth Counselors | 3,024 | $1.77M | 0.4% | +3.5% | 0.003% | |
| 4/21/2025 | ORG Partners LLC | 214 | $127K | 0.0% | -72.6% | 0.000% | |
| 4/21/2025 | River Street Advisors LLC | 1,051 | $620K | 0.3% | +6.7% | 0.001% | |
| 4/21/2025 | Retirement Systems of Alabama | 23,041 | $13.59M | 0.1% | -0.8% | 0.021% | |
| 4/21/2025 | Blue Trust Inc. | 320 | $189K | 0.0% | +13.1% | 0.000% | |
| 4/21/2025 | Townsend Asset Management Corp NC ADV | 2,534 | $1.49M | 0.6% | +3.4% | 0.002% | |
| 4/21/2025 | Silver Oak Securities Incorporated | 1,248 | $727K | 0.1% | +19.7% | 0.001% | |
| 4/21/2025 | United Advisor Group LLC | 1,043 | $615K | 0.1% | +6.8% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,297 | $1.35M | 0.0% | -23.3% | 0.002% | |
| 4/21/2025 | Sterling Investment Counsel LLC | 363 | $214K | 0.1% | N/A | 0.000% | |
| 4/21/2025 | Global X Japan Co. Ltd. | 1,236 | $729K | 0.1% | +19.9% | 0.001% | |
| 4/21/2025 | Johnson Investment Counsel Inc. | 154,858 | $91.30M | 0.9% | +0.4% | 0.144% | |
| 4/21/2025 | Community Bank N.A. | 200 | $118K | 0.0% | -53.8% | 0.000% | |
| 4/21/2025 | State of Alaska Department of Revenue | 12,562 | $7.41M | 0.1% | +2.7% | 0.012% | |
| 4/21/2025 | CWA Asset Management Group LLC | 768 | $453K | 0.0% | +8.6% | 0.001% | |
Trump’s Secret Social Security Plan? (Ad) In less than a decade, Social Security could be out of money. But a surprising plan from Trump’s inner circle may not just save the system — it could unlock a major opportunity for savvy investors.
Financial insider Jim Rickards calls it “Social Prosperity,” and says those who act now could see the biggest gains. Find out how Trump’s plan could rescue your retirement |
| 4/18/2025 | Cushing Capital Partners LLC | 412 | $243K | 0.2% | N/A | 0.000% | |
| 4/18/2025 | Birch Hill Investment Advisors LLC | 4,771 | $2.81M | 0.1% | +6.8% | 0.004% | |
| 4/18/2025 | Boomfish Wealth Group LLC | 2,782 | $1.64M | 1.1% | +2.2% | 0.003% | |
| 4/18/2025 | CENTRAL TRUST Co | 94 | $55K | 0.0% | -59.0% | 0.000% | |
| 4/18/2025 | Bfsg LLC | 4,383 | $2.58M | 0.3% | -2.4% | 0.004% | |
| 4/17/2025 | Mountain Pacific Investment Advisers LLC | 87,045 | $51.32M | 3.8% | -0.2% | 0.081% | |
| 4/17/2025 | QRG Capital Management Inc. | 4,964 | $2.93M | 0.0% | +7.7% | 0.005% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 698 | $412K | 0.0% | +33.5% | 0.001% | |
| 4/17/2025 | Adero Partners LLC | 340 | $200K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 830 | $489K | 0.0% | N/A | 0.001% | |
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