10/31/2024 | Consilium Wealth Advisory LLC | 1,564 | $1.39M | 0.8% | +2.0% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,797 | $7.80M | 0.2% | +6.6% | 0.002% | |
10/31/2024 | Gordian Advisors LLC | 432 | $0.38M | 0.3% | N/A | 0.000% | |
10/30/2024 | Centennial Wealth Advisory LLC | 813 | $0.72M | 0.3% | +15.8% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 418 | $0.37M | 0.1% | +18.1% | 0.000% | |
10/30/2024 | Umpqua Bank | 3,930 | $3.48M | 1.3% | -1.3% | 0.001% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 314 | $0.28M | 0.0% | N/A | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 2,110 | $1.87M | 0.6% | -0.9% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 416 | $0.37M | 0.0% | -15.8% | 0.000% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 921 | $0.82M | 0.3% | +3.8% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 2,352 | $2.09M | 0.3% | +63.1% | 0.001% | |
10/30/2024 | Invictus Private Wealth LLC | 52,399 | $46.45M | 3.7% | -0.3% | 0.012% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,477 | $1.31M | 0.2% | -10.8% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 4,405 | $3.91M | 2.1% | -14.9% | 0.001% | |
10/30/2024 | Northstar Asset Management Inc. | 20,920 | $18.55M | 4.6% | -6.1% | 0.005% | |
10/30/2024 | Catalina Capital Group LLC | 2,378 | $2.11M | 0.7% | +14.7% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,847 | $1.64M | 0.1% | +5.9% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 719 | $0.64M | 0.2% | +4.1% | 0.000% | |
10/30/2024 | Balentine LLC | 1,795 | $1.59M | 0.1% | N/A | 0.000% | |
10/30/2024 | Tobias Financial Advisors Inc. | 359 | $0.32M | 0.1% | +3.5% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 8,159 | $7.23M | 2.8% | -15.0% | 0.002% | |
10/30/2024 | Bailard Inc. | 39,066 | $34.63M | 0.9% | -0.3% | 0.009% | |
10/30/2024 | Fiduciary Family Office LLC | 1,998 | $1.77M | 0.6% | -26.4% | 0.000% | |
10/30/2024 | North Star Investment Management Corp. | 11,374 | $10.08M | 0.7% | -0.5% | 0.003% | |
10/30/2024 | Financial Partners Group Inc | 2,327 | $2.06M | 0.3% | +4.5% | 0.001% | |
10/30/2024 | Falcon Wealth Planning | 2,001 | $1.77M | 0.2% | +2.6% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 4,977 | $4.41M | 0.4% | -23.5% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 81,850 | $72.56M | 1.4% | -20.2% | 0.018% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 3,075 | $2.73M | 0.6% | -8.8% | 0.001% | |
10/30/2024 | Ameritas Advisory Services LLC | 5,985 | $5.31M | 0.2% | +14.9% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 23,182 | $20.55M | 0.7% | -0.6% | 0.005% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 16,480 | $14.46M | 2.6% | +4.9% | 0.004% | |
10/30/2024 | Hanlon Investment Management Inc. | 284 | $0.25M | 0.1% | +6.4% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 56,507 | $50.10M | 1.9% | +0.9% | 0.013% | |
10/30/2024 | Arista Wealth Management LLC | 3,545 | $3.14M | 0.8% | +7.3% | 0.001% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 6,104 | $5.41M | 3.7% | -4.1% | 0.001% | |
10/30/2024 | Amalgamated Bank | 109,979 | $97.50M | 0.8% | +15.4% | 0.025% | |
10/30/2024 | Clarity Financial LLC | 35,877 | $31.81M | 3.7% | +27.8% | 0.008% | |
10/30/2024 | Sentry Investment Management LLC | 1,592 | $1.41M | 0.6% | -25.2% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 2,122 | $1.88M | 0.4% | +42.2% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 260 | $0.23M | 0.1% | -24.4% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 15,687 | $13.91M | 1.9% | -8.0% | 0.004% | |
10/30/2024 | James J. Burns & Company LLC | 745 | $0.66M | 0.1% | +34.5% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 477 | $0.42M | 0.1% | -8.6% | 0.000% | |
10/30/2024 | AlphaCentric Advisors LLC | 499 | $0.44M | 0.3% | -6.6% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 35,005 | $31.03M | 0.8% | -3.7% | 0.008% | |
10/30/2024 | Clarity Capital Partners LLC | 560 | $0.50M | 0.3% | -25.6% | 0.000% | |
10/30/2024 | Greenwood Capital Associates LLC | 690 | $0.61M | 0.1% | -3.2% | 0.000% | |
10/30/2024 | FSM Wealth Advisors LLC | 3,109 | $2.76M | 0.7% | +3.7% | 0.001% | |
10/30/2024 | Moloney Securities Asset Management LLC | 2,130 | $1.89M | 0.3% | +13.3% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 5,728 | $5.08M | 0.1% | -13.6% | 0.001% | |
10/30/2024 | Rational Advisors LLC | 3,699 | $3.28M | 0.3% | -8.4% | 0.001% | |
10/30/2024 | Capital Wealth Alliance LLC | 1,053 | $0.93M | 0.5% | -6.5% | 0.000% | |
10/30/2024 | Arlington Capital Management Inc. | 1,326 | $1.18M | 1.0% | +1.9% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 2,000 | $1.77M | 0.1% | +14.4% | 0.000% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 171,500 | $152.04M | 1.1% | -2.2% | 0.039% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 11,747 | $10.41M | 2.4% | -11.5% | 0.003% | |
10/30/2024 | PDS Planning Inc | 2,608 | $2.31M | 0.2% | +1.6% | 0.001% | |
10/30/2024 | World Equity Group Inc. | 1,364 | $1.21M | 0.4% | +14.8% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 1,559 | $1.38M | 0.5% | +49.2% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 742 | $0.66M | 0.3% | +2.2% | 0.000% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 1,275 | $1.13M | 0.5% | -3.6% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 64,201 | $56.92M | 0.6% | +9.3% | 0.014% | |
10/30/2024 | Asset Management One Co. Ltd. | 215,818 | $191.33M | 0.7% | +1.5% | 0.049% | |
10/30/2024 | National Pension Service | 812,686 | $720.46M | 0.7% | +15.4% | 0.183% | |
10/30/2024 | Silicon Valley Capital Partners | 12,522 | $11.10M | 1.4% | +0.7% | 0.003% | |
10/30/2024 | Cohen Capital Management Inc. | 5,437 | $4.82M | 0.8% | -16.1% | 0.001% | |
10/30/2024 | Chaney Capital Management Inc. | 1,021 | $0.91M | 0.5% | +2.6% | 0.000% | |
10/30/2024 | Klingenstein Fields & Co. LP | 55,145 | $48.89M | 1.9% | -2.8% | 0.012% | |
10/30/2024 | Vestor Capital LLC | 1,384 | $1.23M | 0.1% | +16.7% | 0.000% | |
10/30/2024 | Intact Investment Management Inc. | 440 | $0.39M | 0.0% | N/A | 0.000% | |
10/29/2024 | Northeast Investment Management | 97,047 | $86.03M | 3.9% | -0.6% | 0.022% | |
10/29/2024 | Roman Butler Fullerton & Co. | 2,930 | $2.62M | 0.8% | +3.2% | 0.001% | |
10/29/2024 | Citizens National Bank Trust Department | 1,838 | $1.63M | 0.3% | -1.3% | 0.000% | |
10/29/2024 | Donaldson Capital Management LLC | 86,105 | $76.33M | 2.9% | -18.0% | 0.019% | |
10/29/2024 | Kanawha Capital Management LLC | 16,044 | $14.22M | 1.0% | +2.2% | 0.004% | |
10/29/2024 | Forum Financial Management LP | 4,045 | $3.59M | 0.1% | -4.3% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 627,348 | $556.16M | 1.1% | -9.3% | 0.142% | |
10/29/2024 | Lansing Street Advisors | 339 | $0.30M | 0.1% | +31.4% | 0.000% | |
10/29/2024 | Foundation Wealth Management LLC | 926 | $0.82M | 0.6% | -2.4% | 0.000% | |
10/29/2024 | Fort L.P. | 347 | $0.31M | 0.8% | +9.1% | 0.000% | |
10/29/2024 | TrueWealth Advisors LLC | 452 | $0.40M | 0.1% | +33.3% | 0.000% | |
10/29/2024 | RWQ Financial Management Services Inc. | 1,050 | $0.93M | 0.3% | -90.4% | 0.000% | |
10/29/2024 | BSW Wealth Partners | 1,367 | $1.21M | 0.2% | +1.6% | 0.000% | |
10/29/2024 | Nvwm LLC | 3,228 | $2.86M | 0.7% | +0.9% | 0.001% | |
10/29/2024 | Angeles Wealth Management LLC | 8,918 | $7.91M | 0.7% | +9.0% | 0.002% | |
10/29/2024 | Van ECK Associates Corp | 123,292 | $110.86M | 0.1% | +8.3% | 0.028% | |
10/29/2024 | Whitener Capital Management Inc. | 2,785 | $2.47M | 0.7% | -13.9% | 0.001% | |
10/29/2024 | Prosperitas Financial LLC | 3,084 | $2.73M | 1.5% | +7.2% | 0.001% | |
10/29/2024 | GFS Advisors LLC | 665 | $0.59M | 0.1% | +121.7% | 0.000% | |
10/29/2024 | Empire Life Investments Inc. | 24,308 | $21.55M | 1.3% | -1.3% | 0.005% | |
10/29/2024 | Confluence Wealth Services Inc. | 4,518 | $4.01M | 0.3% | +3.1% | 0.001% | |
10/29/2024 | Baxter Bros Inc. | 4,851 | $4.30M | 0.6% | -1.5% | 0.001% | |
10/29/2024 | Janney Montgomery Scott LLC | 117,296 | $103.99M | 0.3% | +3.9% | 0.026% | |
10/29/2024 | Indie Asset Partners LLC | 509 | $0.45M | 0.3% | +71.4% | 0.000% | |
10/29/2024 | Prossimo Advisors LLC | 4,192 | $3.72M | 2.7% | -0.4% | 0.001% | |
10/29/2024 | REDW Wealth LLC | 1,064 | $0.94M | 0.2% | -3.4% | 0.000% | |
10/29/2024 | Pure Financial Advisors LLC | 6,306 | $5.59M | 0.1% | -6.6% | 0.001% | |
10/29/2024 | Arcadia Investment Management Corp MI | 26,427 | $23.43M | 3.9% | -3.5% | 0.006% | |
10/29/2024 | Northern Financial Advisors Inc | 1,670 | $1.48M | 1.1% | +0.7% | 0.000% | |