11/8/2024 | Guardian Wealth Advisors LLC | 2,615 | $0.49M | 0.3% | -25.6% | 0.000% | |
11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 132,404 | $24.67M | 2.6% | +1.0% | 0.001% | |
11/8/2024 | First City Capital Management Inc. | 17,153 | $3.20M | 1.6% | +3.3% | 0.000% | |
11/8/2024 | Princeton Capital Management LLC | 120,553 | $22.46M | 7.1% | +1.7% | 0.001% | |
11/8/2024 | Equita Financial Network Inc. | 2,762 | $0.52M | 0.2% | +47.0% | 0.000% | |
11/8/2024 | Fifth Third Wealth Advisors LLC | 192,252 | $35.82M | 2.2% | +14.2% | 0.002% | |
11/8/2024 | Wrapmanager Inc. | 53,314 | $9.93M | 2.6% | -6.6% | 0.001% | |
11/8/2024 | BIP Wealth LLC | 18,991 | $3.54M | 0.2% | +9.6% | 0.000% | |
11/7/2024 | Prospera Financial Services Inc | 328,967 | $61.30M | 1.6% | +17.8% | 0.003% | |
11/7/2024 | Meeder Asset Management Inc. | 378,190 | $70.47M | 4.7% | +4.5% | 0.004% | |
11/7/2024 | OneAscent Financial Services LLC | 17,508 | $3.26M | 2.3% | -11.6% | 0.000% | |
11/7/2024 | Chesapeake Wealth Management | 22,368 | $4.17M | 1.4% | -0.9% | 0.000% | |
11/7/2024 | Tranquility Partners LLC | 31,866 | $5.94M | 2.2% | +3.3% | 0.000% | |
11/7/2024 | Vertex Planning Partners LLC | 5,883 | $1.10M | 0.3% | +2.3% | 0.000% | |
11/7/2024 | Whalen Wealth Management Inc. | 22,296 | $4.15M | 2.9% | +10.0% | 0.000% | |
11/7/2024 | Belmont Capital LLC | 153,726 | $28.64M | 4.8% | +4.3% | 0.001% | |
11/7/2024 | Knuff & Co LLC | 44,503 | $8.29M | 2.5% | +5.1% | 0.000% | |
11/7/2024 | Caprock Group LLC | 287,540 | $53.58M | 1.9% | N/A | 0.003% | |
11/7/2024 | Pathstone Holdings LLC | 1,310,607 | $244.21M | 1.1% | -3.0% | 0.012% | |
11/7/2024 | Fortis Advisors LLC | 7,190 | $1.34M | 0.9% | -1.3% | 0.000% | |
11/7/2024 | St. Louis Trust Co | 1,860 | $0.35M | 0.0% | -39.8% | 0.000% | |
11/7/2024 | Lindenwold Advisors INC | 21,197 | $3.95M | 2.0% | +1.0% | 0.000% | |
11/7/2024 | Aviance Capital Partners LLC | 124,811 | $23.26M | 3.1% | +0.3% | 0.001% | |
11/7/2024 | Windle Wealth LLC | 12,084 | $2.25M | 1.2% | -2.8% | 0.000% | |
11/7/2024 | Baron Wealth Management LLC | 10,003 | $1.86M | 0.9% | +1.2% | 0.000% | |
11/7/2024 | Savoir Faire Capital Management L.P. | 29,947 | $5.58M | 2.9% | +83.0% | 0.000% | |
11/7/2024 | OneAscent Wealth Management LLC | 6,216 | $1.16M | 0.4% | +12.3% | 0.000% | |
11/7/2024 | Nixon Peabody Trust Co. | 201,446 | $37.54M | 3.1% | +0.7% | 0.002% | |
11/7/2024 | Mawer Investment Management Ltd. | 3,474,328 | $647.37M | 2.9% | -0.5% | 0.033% | |
11/7/2024 | Meeder Advisory Services Inc. | 161,860 | $30.16M | 2.0% | +3.3% | 0.002% | |
11/7/2024 | Spectrum Wealth Advisory Group LLC | 5,122 | $0.95M | 0.5% | -5.1% | 0.000% | |
11/7/2024 | Semus Wealth Partners LLC | 17,920 | $3.34M | 2.3% | +0.3% | 0.000% | |
11/7/2024 | Wharton Business Group LLC | 10,283 | $1.92M | 0.1% | -1.0% | 0.000% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 1,153 | $0.22M | 0.2% | N/A | 0.000% | |
11/7/2024 | Jackson Hill Advisors LLC | 112,000 | $20.87M | 10.6% | +11.2% | 0.001% | |
11/7/2024 | Napa Wealth Management | 9,567 | $1.78M | 0.8% | +177.6% | 0.000% | |
11/7/2024 | CAP Partners LLC | 15,518 | $2.89M | 2.2% | +0.6% | 0.000% | |
11/7/2024 | Tidemark LLC | 10,610 | $1.98M | 0.8% | +1.4% | 0.000% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 71,441 | $13.31M | 0.4% | +7.2% | 0.001% | |
11/7/2024 | Drive Wealth Management LLC | 29,688 | $5.53M | 1.4% | +3.7% | 0.000% | |
11/7/2024 | Capital City Trust Co. FL | 54,235 | $10.11M | 2.5% | +2.6% | 0.001% | |
11/7/2024 | First Western Trust Bank | 5,804 | $1.08M | 0.0% | +8.9% | 0.000% | |
11/7/2024 | Colony Family Offices LLC | 10,050 | $1.87M | 0.6% | -12.1% | 0.000% | |
11/7/2024 | Zevin Asset Management LLC | 123,980 | $23.10M | 3.6% | -1.1% | 0.001% | |
11/7/2024 | Strengthening Families & Communities LLC | 53,010 | $9.88M | 2.5% | +2.4% | 0.001% | |
11/7/2024 | Mendel Capital Management LLC | 5,665 | $1.06M | 0.6% | -5.2% | 0.000% | |
11/7/2024 | WP Advisors LLC | 19,750 | $3.68M | 1.3% | -25.9% | 0.000% | |
11/7/2024 | Holistic Financial Partners | 14,860 | $2.77M | 1.3% | -0.3% | 0.000% | |
11/7/2024 | Aviso Wealth Management | 29,785 | $5.55M | 3.0% | +0.4% | 0.000% | |
11/7/2024 | Braun Stacey Associates Inc. | 493,130 | $91.89M | 3.5% | -6.0% | 0.005% | |
11/7/2024 | GLOBALT Investments LLC GA | 78,080 | $14.55M | 0.5% | -1.4% | 0.001% | |
11/7/2024 | Corbyn Investment Management Inc. MD | 22,166 | $4.13M | 1.6% | -1.2% | 0.000% | |
11/7/2024 | ETF Store Inc. | 2,330 | $0.43M | 0.4% | +10.4% | 0.000% | |
11/7/2024 | Taurus Asset Management LLC | 253,546 | $47.24M | 4.6% | +0.7% | 0.002% | |
11/7/2024 | Richard C. Young & CO. LTD. | 87,746 | $16.35M | 1.8% | +2.4% | 0.001% | |
11/7/2024 | Quest Partners LLC | 3,276 | $0.61M | 0.1% | +92.0% | 0.000% | |
11/7/2024 | Islay Capital Management LLC | 3,460 | $0.65M | 0.4% | -2.8% | 0.000% | |
11/7/2024 | AMG National Trust Bank | 125,538 | $23.39M | 0.6% | -4.4% | 0.001% | |
11/7/2024 | Phillips Financial Management LLC | 6,572 | $1.23M | 0.1% | +2.2% | 0.000% | |
11/7/2024 | Aljian Capital Management LLC | 242,631 | $45.21M | 10.6% | +10.4% | 0.002% | |
11/7/2024 | Prudent Man Advisors LLC | 16,718 | $3.12M | 1.0% | -3.4% | 0.000% | |
11/7/2024 | TrinityPoint Wealth LLC | 100,644 | $18.75M | 2.7% | +2.1% | 0.001% | |
11/7/2024 | Glass Wealth Management Co LLC | 33,162 | $6.18M | 3.4% | +3.3% | 0.000% | |
11/7/2024 | Clarkston Capital Partners LLC | 12,674 | $2.36M | 0.0% | +1.6% | 0.000% | |
11/7/2024 | Westfuller Advisors LLC | 3,860 | $0.72M | 0.5% | N/A | 0.000% | |
11/7/2024 | Gilbert & Cook Inc. | 27,928 | $5.20M | 0.7% | -2.1% | 0.000% | |
11/7/2024 | Essential Planning LLC. | 1,867 | $0.35M | 0.1% | +21.4% | 0.000% | |
11/7/2024 | Swiss National Bank | 27,800,300 | $5.18B | 3.4% | +0.3% | 0.264% | |
11/7/2024 | S&CO Inc. | 149,238 | $27.81M | 1.8% | +10.9% | 0.001% | |
11/7/2024 | Thrivent Financial for Lutherans | 4,387,692 | $817.58M | 1.6% | -6.7% | 0.042% | |
11/7/2024 | Sugar Maple Asset Management LLC | 2,635 | $0.49M | 0.4% | +15.4% | 0.000% | |
11/7/2024 | Claro Advisors LLC | 75,766 | $14.12M | 1.8% | +11.5% | 0.001% | |
11/7/2024 | Ritter Daniher Financial Advisory LLC DE | 14,870 | $2.77M | 0.8% | -4.4% | 0.000% | |
11/7/2024 | Cardano Risk Management B.V. | 2,439,398 | $454.53M | 8.0% | +4.1% | 0.023% | |
11/7/2024 | RiverPark Advisors LLC | 22,453 | $4.18M | 3.4% | +2.2% | 0.000% | |
11/7/2024 | Ceera Investments LLC | 7,180 | $1.34M | 0.5% | +2.0% | 0.000% | |
11/7/2024 | Obsidian Personal Planning Solutions LLC | 4,861 | $0.91M | 0.4% | +2.0% | 0.000% | |
11/7/2024 | Concord Asset Management LLC VA | 37,170 | $6.93M | 1.6% | +11.9% | 0.000% | |
11/7/2024 | Peterson Financial Group Inc. | 456 | $85K | 0.3% | N/A | 0.000% | |
11/7/2024 | Tower Bridge Advisors | 41,417 | $7.72M | 0.8% | +3.8% | 0.000% | |
11/6/2024 | Mechanics Financial Corp | 18,038 | $3.36M | 1.5% | +1.6% | 0.000% | |
11/6/2024 | Accent Capital Management LLC | 54,050 | $10.07M | 5.8% | +16.1% | 0.001% | |
11/6/2024 | Adero Partners LLC | 22,380 | $4.17M | 0.3% | +6.0% | 0.000% | |
11/6/2024 | Atlanta Consulting Group Advisors LLC | 21,969 | $4.09M | 1.0% | +131.7% | 0.000% | |
11/6/2024 | Frazier Financial Advisors LLC | 2,428 | $0.45M | 0.4% | -10.6% | 0.000% | |
11/6/2024 | GoalVest Advisory LLC | 13,858 | $2.58M | 0.7% | +7.6% | 0.000% | |
11/6/2024 | Mutual of America Capital Management LLC | 1,180,933 | $220.04M | 2.3% | -0.1% | 0.011% | |
11/6/2024 | Cassady Schiller Wealth Management LLC | 5,992 | $1.12M | 0.4% | +45.7% | 0.000% | |
11/6/2024 | Sather Financial Group Inc | 18,538 | $3.45M | 0.2% | +13.6% | 0.000% | |
11/6/2024 | Sawgrass Asset Management LLC | 239,024 | $44.54M | 4.6% | +20.0% | 0.002% | |
11/6/2024 | Sage Advisors LLC | 25,125 | $4.68M | 3.7% | +12.4% | 0.000% | |
11/6/2024 | Schear Investment Advisers LLC | 24,838 | $4.63M | 2.9% | +10.9% | 0.000% | |
11/6/2024 | Spinnaker Investment Group LLC | 6,458 | $1.20M | 0.3% | -2.3% | 0.000% | |
11/6/2024 | Accredited Investors Inc. | 294,890 | $54.95M | 3.1% | +0.5% | 0.003% | |
11/6/2024 | WESPAC Advisors SoCal LLC | 84,568 | $15.76M | 3.6% | -6.8% | 0.001% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 30,722 | $5.72M | 0.1% | -8.3% | 0.000% | |
11/6/2024 | Vaughan Nelson Investment Management L.P. | 1,652,147 | $307.85M | 2.7% | -2.2% | 0.016% | |
11/6/2024 | Schneider Downs Wealth Management Advisors LP | 6,027 | $1.12M | 0.2% | +50.6% | 0.000% | |
11/6/2024 | River Street Advisors LLC | 11,451 | $2.13M | 1.2% | +2.9% | 0.000% | |
11/6/2024 | Turtle Creek Wealth Advisors LLC | 24,620 | $4.59M | 0.9% | +5.3% | 0.000% | |