10/31/2024 | JNBA Financial Advisors | 10,020 | $1.66M | 0.2% | -15.0% | 0.000% | |
10/31/2024 | Dechtman Wealth Management LLC | 3,588 | $0.60M | 0.1% | +6.0% | 0.000% | |
10/31/2024 | Smart Portfolios LLC | 4,357 | $0.72M | 0.7% | -5.6% | 0.000% | |
10/31/2024 | Spinnaker Trust | 44,686 | $7.41M | 0.5% | +0.4% | 0.000% | |
10/31/2024 | American Capital Advisory LLC | 487 | $81K | 0.0% | -16.3% | 0.000% | |
10/31/2024 | Donald L. Hagan LLC | 14,916 | $2.47M | 1.3% | -7.1% | 0.000% | |
10/31/2024 | CV Advisors LLC | 54,714 | $9.07M | 4.4% | +2.5% | 0.000% | |
10/31/2024 | Consilium Wealth Advisory LLC | 23,997 | $3.98M | 2.2% | +3.4% | 0.000% | |
10/30/2024 | Centennial Wealth Advisory LLC | 3,888 | $0.65M | 0.3% | +8.3% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 28,650 | $4.66M | 1.1% | -2.4% | 0.000% | |
10/30/2024 | Umpqua Bank | 43,754 | $7.26M | 2.7% | -2.2% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 16,548 | $2.74M | 0.8% | -4.4% | 0.000% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 9,480 | $1.57M | 0.3% | +0.8% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 9,739 | $1.62M | 0.7% | +2.5% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 10,227 | $1.70M | 0.1% | +11.3% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 239,474 | $39.72M | 1.3% | +0.1% | 0.002% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 12,294 | $2.04M | 0.7% | -3.1% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 27,683 | $4.59M | 0.7% | +9.4% | 0.000% | |
10/30/2024 | Callahan Advisors LLC | 18,131 | $3.01M | 0.3% | -2.4% | 0.000% | |
10/30/2024 | AHL Investment Management Inc. | 4,953 | $0.82M | 0.6% | N/A | 0.000% | |
10/30/2024 | Leslie Global Wealth LLC | 2,193 | $0.36M | 0.2% | +6.3% | 0.000% | |
10/30/2024 | Guidance Point Advisors LLC | 2,144 | $0.36M | 0.1% | -5.6% | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 10,642 | $1.77M | 0.1% | -10.7% | 0.000% | |
10/30/2024 | 1834 Investment Advisors Co. | 47,744 | $7.92M | 0.9% | -2.7% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 60,183 | $9.98M | 5.2% | -0.7% | 0.000% | |
10/30/2024 | Financial Security Advisor Inc. | 36,261 | $6.01M | 1.5% | +7.9% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 93,383 | $15.49M | 3.8% | -4.6% | 0.001% | |
10/30/2024 | Catalina Capital Group LLC | 21,171 | $3.51M | 1.2% | +5.5% | 0.000% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 348,617 | $57.82M | 2.3% | -21.5% | 0.003% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 29,263 | $4.85M | 0.2% | -2.8% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 8,568 | $1.42M | 0.5% | -1.7% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 6,385 | $1.06M | 0.1% | +3.2% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 28,525 | $4.73M | 1.9% | -0.7% | 0.000% | |
10/30/2024 | HMS Capital Management LLC | 15,194 | $2.52M | 1.2% | -0.7% | 0.000% | |
10/30/2024 | Crescent Grove Advisors LLC | 4,177 | $0.69M | 0.1% | -53.2% | 0.000% | |
10/30/2024 | JFG Wealth Management LLC | 2,981 | $0.50M | 0.1% | +48.2% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 33,887 | $5.62M | 0.8% | -1.7% | 0.000% | |
10/30/2024 | Financial Partners Group Inc | 53,877 | $8.94M | 1.3% | +1.9% | 0.000% | |
10/30/2024 | Cornerstone Capital Inc. | 279,919 | $46.43M | 4.3% | -3.6% | 0.002% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 2,428 | $0.40M | 0.1% | -21.3% | 0.000% | |
10/30/2024 | Falcon Wealth Planning | 7,898 | $1.31M | 0.2% | +2.2% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 53,982 | $8.95M | 0.8% | -11.9% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 760,173 | $126.07M | 2.4% | +3.3% | 0.006% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 28,263 | $4.69M | 1.0% | +13.2% | 0.000% | |
10/30/2024 | Ameritas Advisory Services LLC | 37,548 | $6.23M | 0.3% | -18.9% | 0.000% | |
10/30/2024 | Heritage Investors Management Corp | 420,235 | $69.70M | 2.3% | +0.5% | 0.003% | |
10/30/2024 | River Road Asset Management LLC | 19,647 | $3.26M | 0.0% | -3.5% | 0.000% | |
10/30/2024 | Hanlon Investment Management Inc. | 3,493 | $0.58M | 0.2% | +3.5% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 239,344 | $39.70M | 1.5% | +2.5% | 0.002% | |
10/30/2024 | Geneva Partners LLC | 63,126 | $10.47M | 4.5% | -8.6% | 0.001% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 25,637 | $4.25M | 2.9% | -3.4% | 0.000% | |
10/30/2024 | Capital Management Corp VA | 42,676 | $7.08M | 1.3% | +11.2% | 0.000% | |
10/30/2024 | Clarity Financial LLC | 5,678 | $0.94M | 0.1% | +2.4% | 0.000% | |
10/30/2024 | Amalgamated Bank | 1,274,850 | $211.43M | 1.7% | +1.0% | 0.010% | |
10/30/2024 | United Advisor Group LLC | 34,908 | $5.79M | 1.3% | +150.2% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 102,264 | $16.96M | 2.3% | -2.8% | 0.001% | |
10/30/2024 | ASB Consultores LLC | 11,259 | $1.87M | 0.7% | -13.4% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 37,511 | $6.22M | 2.3% | +9.6% | 0.000% | |
10/30/2024 | James J. Burns & Company LLC | 22,685 | $3.76M | 0.7% | +9.0% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 3,587 | $0.60M | 0.1% | -4.2% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 80,885 | $13.42M | 3.3% | +0.2% | 0.001% | |
10/30/2024 | Gulf International Bank UK Ltd | 463,409 | $76.86M | 2.0% | -4.3% | 0.004% | |
10/30/2024 | Clarity Capital Partners LLC | 36,965 | $6.13M | 3.6% | -2.0% | 0.000% | |
10/30/2024 | Greenwood Capital Associates LLC | 128,513 | $21.31M | 2.8% | -5.3% | 0.001% | |
10/30/2024 | FSM Wealth Advisors LLC | 14,954 | $2.48M | 0.7% | +1.5% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 50,203 | $8.33M | 1.1% | -0.1% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 3,480 | $0.58M | 0.0% | +62.4% | 0.000% | |
10/30/2024 | Rational Advisors LLC | 28,582 | $4.74M | 0.5% | -23.2% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 728,575 | $120.83M | 0.5% | +6.8% | 0.006% | |
10/30/2024 | Capital Investment Services of America Inc. | 47,180 | $7.83M | 0.7% | -1.2% | 0.000% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 9,217 | $1.53M | 0.7% | +2.5% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 587,363 | $97.41M | 5.6% | +13.9% | 0.005% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 1,977,260 | $327.93M | 2.3% | -2.2% | 0.016% | |
10/30/2024 | PDS Planning Inc | 29,860 | $4.95M | 0.4% | +3.5% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 18,336 | $3.04M | 1.1% | -47.3% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 3,977 | $0.66M | 0.3% | +2.8% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 32,274 | $5.35M | 2.0% | +4.4% | 0.000% | |
10/30/2024 | Signify Wealth | 24,475 | $4.06M | 5.0% | -5.7% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 1,015,455 | $168.41M | 1.8% | +3.7% | 0.008% | |
10/30/2024 | Asset Management One Co. Ltd. | 2,421,991 | $401.69M | 1.4% | -2.1% | 0.020% | |
10/30/2024 | National Pension Service | 11,282,407 | $1.87B | 1.8% | +14.8% | 0.091% | |
10/30/2024 | Lutz Financial Services LLC | 2,220 | $0.37M | 0.0% | +10.4% | 0.000% | |
10/30/2024 | Silicon Valley Capital Partners | 192,655 | $31.95M | 4.2% | +4.0% | 0.002% | |
10/30/2024 | Cohen Capital Management Inc. | 70,642 | $11.72M | 1.9% | +2.0% | 0.001% | |
10/30/2024 | CORDA Investment Management LLC. | 216,624 | $35.93M | 2.8% | -1.7% | 0.002% | |
10/30/2024 | WFA Asset Management Corp | 1,280 | $0.21M | 0.1% | -4.4% | 0.000% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 6,364 | $1.06M | 0.5% | +2.4% | 0.000% | |
10/30/2024 | Klingenstein Fields & Co. LP | 466,430 | $77.36M | 3.1% | -0.2% | 0.004% | |
10/30/2024 | Intact Investment Management Inc. | 25,280 | $4.19M | 0.1% | -2.3% | 0.000% | |
10/29/2024 | Old North State Wealth Management LLC | 3,540 | $0.59M | 0.3% | +52.6% | 0.000% | |
10/29/2024 | Cortland Associates Inc. MO | 195,943 | $32.50M | 3.9% | -33.1% | 0.002% | |
10/29/2024 | Northeast Investment Management | 560,626 | $92.98M | 4.2% | -0.9% | 0.005% | |
10/29/2024 | Roman Butler Fullerton & Co. | 16,049 | $2.66M | 0.8% | -8.0% | 0.000% | |
10/29/2024 | Donaldson Capital Management LLC | 67,288 | $11.16M | 0.4% | -2.1% | 0.001% | |
10/29/2024 | Kanawha Capital Management LLC | 153,088 | $25.39M | 1.8% | +1.0% | 0.001% | |
10/29/2024 | KG&L Capital Management LLC | 72,237 | $11.98M | 3.9% | +14.2% | 0.001% | |
10/29/2024 | Forum Financial Management LP | 74,404 | $12.34M | 0.2% | +2.2% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 8,097,768 | $1.34B | 2.7% | -9.9% | 0.066% | |
10/29/2024 | Blue Square Asset Management LLC | 23,403 | $3.88M | 2.1% | +4.5% | 0.000% | |
10/29/2024 | Lansing Street Advisors | 8,388 | $1.39M | 0.5% | +1.4% | 0.000% | |