11/6/2024 | Northcape Wealth Management LLC | 11,731 | $3.38M | 1.1% | -7.7% | 0.003% | |
11/6/2024 | Linscomb Wealth Inc. | 1,880 | $0.54M | 0.0% | +3.0% | 0.000% | |
11/6/2024 | KCM Investment Advisors LLC | 16,328 | $4.71M | 0.2% | +18.4% | 0.004% | |
11/6/2024 | Archer Investment Corp | 159 | $46K | 0.0% | +39.5% | 0.000% | |
11/6/2024 | Empowered Funds LLC | 12,033 | $3.47M | 0.1% | +25.5% | 0.003% | |
11/6/2024 | Dearborn Partners LLC | 1,799 | $0.52M | 0.0% | +10.9% | 0.000% | |
11/6/2024 | CIBC Asset Management Inc | 59,539 | $17.17M | 0.1% | +0.2% | 0.015% | |
11/6/2024 | Balboa Wealth Partners | 898 | $0.26M | 0.1% | N/A | 0.000% | |
11/6/2024 | OneDigital Investment Advisors LLC | 9,199 | $2.65M | 0.0% | -14.7% | 0.002% | |
11/6/2024 | Oak Harbor Wealth Partners LLC | 7,348 | $2.12M | 0.6% | -2.8% | 0.002% | |
11/6/2024 | Sargent Investment Group LLC | 1,146 | $0.33M | 0.1% | +18.0% | 0.000% | |
11/6/2024 | ING Groep NV | 18,934 | $5.46M | 0.0% | -62.3% | 0.005% | |
11/6/2024 | Omnia Family Wealth LLC | 693 | $0.20M | 0.1% | N/A | 0.000% | |
11/6/2024 | Metis Global Partners LLC | 17,383 | $5.01M | 0.2% | -6.0% | 0.004% | |
11/6/2024 | Curi RMB Capital LLC | 74,053 | $21.36M | 0.5% | -1.2% | 0.018% | |
11/6/2024 | Planning Capital Management Corp | 90 | $26K | 0.0% | -56.9% | 0.000% | |
11/6/2024 | Zions Bancorporation N.A. | 2,417 | $0.70M | 0.1% | +10.3% | 0.001% | |
11/6/2024 | KBC Group NV | 174,297 | $50.27M | 0.2% | +163.6% | 0.043% | |
11/6/2024 | Huntington National Bank | 353,494 | $101.94M | 0.7% | +1.7% | 0.088% | |
11/6/2024 | Plato Investment Management Ltd | 6,849 | $1.97M | 0.2% | N/A | 0.002% | |
11/6/2024 | Cable Hill Partners LLC | 720 | $0.21M | 0.0% | -27.2% | 0.000% | |
11/6/2024 | Main Street Financial Solutions LLC | 10,471 | $3.02M | 0.3% | -4.9% | 0.003% | |
11/6/2024 | D Orazio & Associates Inc. | 736 | $0.21M | 0.0% | N/A | 0.000% | |
11/6/2024 | Kovack Advisors Inc. | 811 | $0.23M | 0.0% | N/A | 0.000% | |
11/6/2024 | Oppenheimer & Co. Inc. | 21,756 | $6.27M | 0.1% | -18.2% | 0.005% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 126,448 | $36.47M | 0.4% | +0.2% | 0.031% | |
11/6/2024 | Pinnacle Financial Partners Inc | 8,382 | $2.42M | 0.0% | +1.0% | 0.002% | |
11/6/2024 | Hartline Investment Corp | 977 | $0.28M | 0.0% | +16.0% | 0.000% | |
11/5/2024 | MQS Management LLC | 3,250 | $0.94M | 0.5% | N/A | 0.001% | |
11/5/2024 | Hamel Associates Inc. | 39,378 | $11.36M | 3.5% | -1.3% | 0.010% | |
11/5/2024 | Simmons Bank | 4,483 | $1.29M | 0.1% | -6.4% | 0.001% | |
11/5/2024 | Chase Investment Counsel Corp | 5,930 | $1.71M | 0.6% | -7.3% | 0.001% | |
11/5/2024 | Haverford Trust Co | 9,613 | $2.77M | 0.0% | +4.6% | 0.002% | |
11/5/2024 | Victory Capital Management Inc. | 322,220 | $92.93M | 0.1% | -0.8% | 0.080% | |
11/5/2024 | Missouri Trust & Investment Co | 3,118 | $0.90M | 0.3% | +31.1% | 0.001% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 10,260 | $2.96M | 0.0% | +19.4% | 0.003% | |
11/5/2024 | Hemenway Trust Co LLC | 1,900 | $0.55M | 0.0% | -5.0% | 0.000% | |
11/5/2024 | Savvy Advisors Inc. | 2,500 | $0.72M | 0.1% | N/A | 0.001% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 2,079 | $0.60M | 0.0% | +7.9% | 0.001% | |
11/5/2024 | XXEC Inc. | 22,551 | $6.50M | 4.9% | +23.0% | 0.006% | |
11/5/2024 | Platform Technology Partners | 9,018 | $2.60M | 0.8% | -0.5% | 0.002% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 999,003 | $288.10M | 0.2% | -2.5% | 0.248% | |
11/5/2024 | First National Trust Co | 11,565 | $3.34M | 0.1% | -1.6% | 0.003% | |
11/5/2024 | Harbour Investments Inc. | 2,083 | $0.60M | 0.0% | +3.3% | 0.001% | |
11/5/2024 | Apollon Wealth Management LLC | 18,940 | $5.46M | 0.2% | -0.4% | 0.005% | |
11/5/2024 | FDx Advisors Inc. | 1,041 | $0.30M | 0.1% | -5.0% | 0.000% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 11,880 | $3.43M | 0.2% | +11.3% | 0.003% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 3,406 | $0.98M | 0.1% | +14.1% | 0.001% | |
11/4/2024 | Delta Financial Advisors LLC | 7,370 | $2.13M | 0.8% | +15.8% | 0.002% | |
11/4/2024 | Catalytic Wealth RIA LLC | 2,487 | $0.72M | 0.1% | -9.4% | 0.001% | |
11/4/2024 | Chartwell Investment Partners LLC | 78,439 | $22.62M | 0.8% | -16.0% | 0.019% | |
11/4/2024 | Kennebec Savings Bank | 2,748 | $0.79M | 0.8% | N/A | 0.001% | |
11/4/2024 | Ashton Thomas Securities LLC | 448 | $0.13M | 0.0% | N/A | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 183,620 | $52.95M | 0.2% | -60.5% | 0.046% | |
11/4/2024 | State of New Jersey Common Pension Fund D | 144,845 | $41.77M | 0.2% | -3.5% | 0.036% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 3,706 | $1.07M | 0.2% | +1.1% | 0.001% | |
11/4/2024 | Crossmark Global Holdings Inc. | 22,028 | $6.35M | 0.1% | -7.3% | 0.005% | |
11/4/2024 | Tyler Stone Wealth Management | 5,724 | $1.65M | 0.3% | +99.2% | 0.001% | |
11/4/2024 | Colonial River Investments LLC | 877 | $0.25M | 0.1% | N/A | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 3,172 | $0.92M | 0.0% | +41.7% | 0.001% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 6,005 | $1.73M | 0.3% | +88.5% | 0.001% | |
11/4/2024 | Sigma Planning Corp | 5,575 | $1.61M | 0.0% | +1.5% | 0.001% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 2,842 | $0.82M | 0.0% | +24.0% | 0.001% | |
11/2/2024 | XML Financial LLC | 710 | $0.21M | 0.0% | N/A | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 1,954 | $0.56M | 0.1% | -31.5% | 0.000% | |
11/1/2024 | Atria Investments Inc | 47,724 | $13.76M | 0.2% | +5.4% | 0.012% | |
11/1/2024 | Field & Main Bank | 5,123 | $1.48M | 0.5% | +1.3% | 0.001% | |
11/1/2024 | Demars Financial Group LLC | 19,956 | $5.76M | 2.6% | +1.9% | 0.005% | |
11/1/2024 | TCTC Holdings LLC | 243,059 | $70.10M | 2.4% | -0.5% | 0.060% | |
11/1/2024 | PFS Partners LLC | 5,306 | $1.53M | 0.9% | +28.3% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 706 | $0.20M | 0.0% | N/A | 0.000% | |
11/1/2024 | Wealth Quarterback LLC | 5,648 | $1.63M | 0.8% | -11.9% | 0.001% | |
11/1/2024 | Assetmark Inc. | 66,747 | $19.25M | 0.1% | +4.7% | 0.017% | |
11/1/2024 | Verdence Capital Advisors LLC | 33,060 | $9.53M | 0.8% | +0.4% | 0.008% | |
11/1/2024 | Carson Advisory Inc. | 1,400 | $0.40M | 0.3% | -5.9% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 2,361 | $0.68M | 0.0% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 998 | $0.29M | 0.0% | +4.4% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 285 | $82K | 0.0% | N/A | 0.000% | |
11/1/2024 | Heritage Wealth Management Inc. | 13,701 | $3.95M | 1.3% | -1.8% | 0.003% | |
11/1/2024 | Stiles Financial Services Inc | 2,624 | $0.76M | 0.3% | -1.4% | 0.001% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 16,174 | $4.66M | 1.7% | +1.2% | 0.004% | |
11/1/2024 | Financial Strategies Group Inc. | 23,183 | $6.69M | 1.4% | N/A | 0.006% | |
10/31/2024 | LS Investment Advisors LLC | 52,769 | $15.22M | 2.2% | -3.9% | 0.013% | |
10/31/2024 | Confluence Investment Management LLC | 587,389 | $169.40M | 2.3% | -2.4% | 0.145% | |
10/31/2024 | Valley Brook Capital Group Inc. | 2,470 | $0.71M | 0.5% | +4.0% | 0.001% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 568 | $0.16M | 0.1% | -7.6% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,395,884 | $402.56M | 0.2% | -0.4% | 0.344% | |
10/31/2024 | Woodmont Investment Counsel LLC | 32,862 | $9.48M | 0.7% | +3.5% | 0.008% | |
10/31/2024 | Poplar Forest Capital LLC | 731 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 24,431 | $7.05M | 0.5% | +0.7% | 0.006% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 2,317 | $0.67M | 0.5% | N/A | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 16,578 | $4.78M | 0.1% | -1.7% | 0.004% | |
10/30/2024 | Maia Wealth LLC | 712 | $0.21M | 0.1% | N/A | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 4,562 | $1.32M | 0.1% | -5.2% | 0.001% | |
10/30/2024 | Radnor Capital Management LLC | 18,158 | $5.24M | 0.8% | +14.2% | 0.004% | |
10/30/2024 | Callahan Advisors LLC | 91,917 | $26.51M | 2.6% | -0.4% | 0.023% | |
10/30/2024 | Financial Security Advisor Inc. | 4,115 | $1.19M | 0.3% | -1.2% | 0.001% | |
10/30/2024 | Catalina Capital Group LLC | 2,450 | $0.71M | 0.2% | +7.3% | 0.001% | |
10/30/2024 | HMS Capital Management LLC | 10,475 | $3.02M | 1.5% | -0.8% | 0.003% | |
10/30/2024 | Crestwood Advisors Group LLC | 1,905 | $0.55M | 0.0% | +11.1% | 0.000% | |