11/5/2024 | Aptus Capital Advisors LLC | 60,759 | $21.48M | 0.3% | +21.2% | 0.010% | |
11/5/2024 | Cumberland Partners Ltd | 8,065 | $2.85M | 0.2% | -70.0% | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 27,593 | $9.75M | 0.1% | -12.4% | 0.004% | |
11/5/2024 | Savvy Advisors Inc. | 2,755 | $0.97M | 0.2% | +39.8% | 0.000% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 22,820 | $8.07M | 0.4% | +3.3% | 0.004% | |
11/5/2024 | Arcus Capital Partners LLC | 841 | $0.30M | 0.1% | -21.3% | 0.000% | |
11/5/2024 | Platform Technology Partners | 2,029 | $0.72M | 0.2% | +1.8% | 0.000% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 1,491,513 | $527.22M | 0.4% | -2.0% | 0.239% | |
11/5/2024 | First National Trust Co | 17,846 | $6.31M | 0.2% | -6.5% | 0.003% | |
11/5/2024 | GSA Capital Partners LLP | 11,393 | $4.03M | 0.3% | +94.3% | 0.002% | |
11/5/2024 | Waverton Investment Management Ltd | 656 | $0.23M | 0.0% | N/A | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 1,143 | $0.40M | 0.0% | +14.1% | 0.000% | |
11/5/2024 | Entropy Technologies LP | 2,107 | $0.75M | 0.1% | N/A | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 28,218 | $9.97M | 0.3% | -0.4% | 0.005% | |
11/5/2024 | WCM Investment Management LLC | 4,393 | $1.54M | 0.0% | -26.1% | 0.001% | |
11/5/2024 | Opinicus Capital Inc. | 1,069 | $0.38M | 0.3% | -6.1% | 0.000% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 9,688 | $3.43M | 0.2% | +2.9% | 0.002% | |
11/4/2024 | Buckingham Capital Management Inc. | 23,126 | $8.18M | 0.9% | -3.9% | 0.004% | |
11/4/2024 | Venturi Wealth Management LLC | 5,197 | $1.84M | 0.1% | +19.8% | 0.001% | |
11/4/2024 | GDS Wealth Management | 3,122 | $1.10M | 0.1% | +17.6% | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 5,240 | $1.85M | 0.3% | +75.8% | 0.001% | |
11/4/2024 | Chartwell Investment Partners LLC | 23,613 | $8.35M | 0.3% | -27.0% | 0.004% | |
11/4/2024 | Proffitt & Goodson Inc. | 1,374 | $0.49M | 0.1% | -15.1% | 0.000% | |
11/4/2024 | Diamond Hill Capital Management Inc. | 296,831 | $104.92M | 0.4% | N/A | 0.047% | |
11/4/2024 | Kennebec Savings Bank | 213 | $75K | 0.1% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 1,101 | $0.39M | 0.1% | +49.6% | 0.000% | |
11/4/2024 | Arvest Investments Inc. | 5,285 | $1.87M | 0.3% | +1.1% | 0.001% | |
11/4/2024 | Jensen Investment Management Inc. | 2,312,038 | $817.26M | 6.8% | -5.4% | 0.370% | |
11/4/2024 | VeraBank N.A. | 3,292 | $1.16M | 0.3% | -5.2% | 0.001% | |
11/4/2024 | Crossmark Global Holdings Inc. | 33,360 | $11.79M | 0.2% | -5.7% | 0.005% | |
11/4/2024 | Baker Avenue Asset Management LP | 4,103 | $1.45M | 0.0% | -12.8% | 0.001% | |
11/4/2024 | Mayflower Financial Advisors LLC | 2,751 | $0.97M | 0.1% | +7.2% | 0.000% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 4,805 | $1.70M | 0.3% | +3.9% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 20,731 | $7.33M | 0.2% | +2.9% | 0.003% | |
11/4/2024 | Alan B Lancz & Associates Inc. | 574 | $0.20M | 0.2% | N/A | 0.000% | |
11/4/2024 | Sigma Planning Corp | 2,443 | $0.86M | 0.0% | -11.3% | 0.000% | |
11/2/2024 | Covestor Ltd | 1,200 | $0.43M | 0.3% | +7.2% | 0.000% | |
11/2/2024 | Troy Asset Management Ltd | 85,327 | $30.16M | 1.0% | -7.7% | 0.014% | |
11/2/2024 | ESL Trust Services LLC | 313 | $0.11M | 0.0% | -12.3% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 101,800 | $35.98M | 0.7% | +1.9% | 0.016% | |
11/2/2024 | XML Financial LLC | 3,395 | $1.20M | 0.1% | +3.2% | 0.001% | |
11/1/2024 | Carr Financial Group Corp | 1,245 | $0.44M | 0.1% | -3.3% | 0.000% | |
11/1/2024 | GSG Advisors LLC | 776 | $0.27M | 0.1% | +12.1% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 18,967 | $6.70M | 0.8% | -3.1% | 0.003% | |
11/1/2024 | Proficio Capital Partners LLC | 1,657 | $0.59M | 0.1% | -21.6% | 0.000% | |
11/1/2024 | Atria Investments Inc | 75,298 | $26.62M | 0.3% | +4.6% | 0.012% | |
11/1/2024 | First Personal Financial Services | 44,143 | $15.60M | 3.3% | -0.3% | 0.007% | |
11/1/2024 | Field & Main Bank | 5,223 | $1.85M | 0.7% | +3.2% | 0.001% | |
11/1/2024 | Tompkins Financial Corp | 18,173 | $6.42M | 0.6% | +3.8% | 0.003% | |
11/1/2024 | Lindbrook Capital LLC | 3,412 | $1.21M | 0.1% | +16.8% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 63,722 | $22.52M | 0.3% | +0.1% | 0.010% | |
11/1/2024 | Klingman & Associates LLC | 2,310 | $0.82M | 0.1% | +87.7% | 0.000% | |
11/1/2024 | Thomas Story & Son LLC | 31,570 | $11.16M | 4.6% | +0.1% | 0.005% | |
11/1/2024 | Assetmark Inc. | 83,440 | $29.49M | 0.1% | +23.6% | 0.013% | |
11/1/2024 | Verdence Capital Advisors LLC | 8,030 | $2.84M | 0.2% | +0.7% | 0.001% | |
11/1/2024 | Townsend & Associates Inc | 38,336 | $14.21M | 1.4% | +3.9% | 0.006% | |
11/1/2024 | Pegasus Partners Ltd. | 7,806 | $2.76M | 0.3% | -17.4% | 0.001% | |
11/1/2024 | Executive Wealth Management LLC | 22,788 | $8.06M | 1.0% | -5.9% | 0.004% | |
11/1/2024 | Washington Trust Advisors Inc. | 595 | $0.21M | 0.0% | +6.4% | 0.000% | |
11/1/2024 | Bray Capital Advisors | 10,019 | $3.54M | 0.9% | -2.4% | 0.002% | |
11/1/2024 | Seascape Capital Management | 1,009 | $0.36M | 0.1% | +11.1% | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 129,536 | $45.79M | 3.5% | +0.3% | 0.021% | |
11/1/2024 | Lionsbridge Wealth Management LLC | 4,391 | $1.55M | 1.2% | -0.8% | 0.001% | |
11/1/2024 | Provident Trust Co. | 1,569,264 | $554.70M | 10.0% | +0.3% | 0.251% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 33,263 | $11.76M | 2.4% | -0.4% | 0.005% | |
11/1/2024 | CWA Asset Management Group LLC | 17,279 | $6.11M | 0.3% | N/A | 0.003% | |
11/1/2024 | Equitable Trust Co. | 8,643 | $3.06M | 0.2% | -16.2% | 0.001% | |
11/1/2024 | Leavell Investment Management Inc. | 10,599 | $3.75M | 0.2% | -5.0% | 0.002% | |
11/1/2024 | Fiera Capital Corp | 45,609 | $16.12M | 0.0% | +7.4% | 0.007% | |
11/1/2024 | Stiles Financial Services Inc | 8,559 | $3.03M | 1.1% | +1.2% | 0.001% | |
11/1/2024 | Summit Global Investments | 11,904 | $4.21M | 0.3% | -42.8% | 0.002% | |
10/31/2024 | TFB Advisors LLC | 727 | $0.26M | 0.1% | +8.3% | 0.000% | |
10/31/2024 | Confluence Investment Management LLC | 3,205 | $1.13M | 0.0% | -2.2% | 0.001% | |
10/31/2024 | Tandem Investment Advisors Inc. | 245,672 | $86.84M | 3.3% | -0.6% | 0.039% | |
10/31/2024 | Portside Wealth Group LLC | 16,769 | $5.93M | 1.0% | +1.5% | 0.003% | |
10/31/2024 | Consolidated Planning Corp | 971 | $0.34M | 0.1% | -21.4% | 0.000% | |
10/31/2024 | Western Pacific Wealth Management LP | 343 | $0.12M | 0.1% | +13.2% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 2,607 | $0.92M | 0.3% | -2.0% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 1,545 | $0.55M | 0.4% | +6.6% | 0.000% | |
10/31/2024 | Ascent Wealth Partners LLC | 36,447 | $12.88M | 1.8% | -1.3% | 0.006% | |
10/31/2024 | Washington Trust Bank | 2,219 | $0.78M | 0.1% | +11.2% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 2,363 | $0.84M | 0.4% | -1.5% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 793,231 | $280.39M | 0.2% | -18.5% | 0.127% | |
10/31/2024 | Montecito Bank & Trust | 5,083 | $1.80M | 0.3% | -10.5% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 227,142 | $80.29M | 4.8% | -2.5% | 0.036% | |
10/31/2024 | Woodmont Investment Counsel LLC | 4,791 | $1.69M | 0.1% | -0.8% | 0.001% | |
10/31/2024 | Cozad Asset Management Inc. | 637 | $0.23M | 0.0% | N/A | 0.000% | |
10/31/2024 | WoodTrust Financial Corp | 832 | $0.29M | 0.0% | +21.6% | 0.000% | |
10/31/2024 | Graypoint LLC | 9,567 | $3.38M | 0.2% | +5.4% | 0.002% | |
10/31/2024 | Wealth Architects LLC | 1,506 | $0.53M | 0.1% | +3.9% | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 941 | $0.33M | 0.1% | +25.3% | 0.000% | |
10/31/2024 | M&G PLC | 292,808 | $103.36M | 0.5% | +34.1% | 0.047% | |
10/31/2024 | Two Point Capital Management Inc. | 43,719 | $15.45M | 5.6% | +1.2% | 0.007% | |
10/31/2024 | JNBA Financial Advisors | 862 | $0.31M | 0.0% | -14.0% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 35,591 | $12.58M | 0.4% | +70.6% | 0.006% | |
10/30/2024 | Umpqua Bank | 4,171 | $1.47M | 0.5% | +9.3% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 4,890 | $1.73M | 0.5% | -2.0% | 0.001% | |
10/30/2024 | Armor Investment Advisors LLC | 1,688 | $0.60M | 0.2% | -10.2% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 124,874 | $44.14M | 1.5% | -0.6% | 0.020% | |
10/30/2024 | Foster & Motley Inc. | 17,348 | $6.13M | 0.4% | +4.0% | 0.003% | |