10/28/2024 | Congress Asset Management Co. | 201,677 | $178.67M | 1.2% | -0.2% | 0.021% | |
10/28/2024 | Petra Financial Advisors Inc. | 1,678 | $1.49M | 1.0% | -3.7% | 0.000% | |
10/28/2024 | Nikulski Financial Inc. | 2,869 | $2.54M | 0.8% | +39.7% | 0.000% | |
10/28/2024 | HM Payson & Co. | 21,953 | $19.45M | 0.3% | +1.8% | 0.002% | |
10/28/2024 | Sippican Capital Advisors | 3,444 | $3.05M | 2.1% | -0.7% | 0.000% | |
10/28/2024 | Bank Hapoalim BM | 5,365 | $4.75M | 0.7% | -3.1% | 0.001% | |
10/28/2024 | Measured Wealth Private Client Group LLC | 353 | $0.31M | 0.1% | -65.2% | 0.000% | |
10/28/2024 | Catalyst Financial Partners LLC | 4,842 | $4.29M | 0.8% | +3.6% | 0.001% | |
10/28/2024 | Tevis Investment Management | 925 | $0.82M | 0.6% | +3.2% | 0.000% | |
10/28/2024 | Goldstone Financial Group LLC | 293 | $0.26M | 0.0% | N/A | 0.000% | |
10/25/2024 | Voisard Asset Management Group Inc. | 630 | $0.56M | 0.2% | -5.4% | 0.000% | |
10/25/2024 | Financial Advocates Investment Management | 6,710 | $5.95M | 0.3% | -4.2% | 0.001% | |
10/25/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 5,121 | $4.54M | 0.4% | -1.0% | 0.001% | |
10/25/2024 | Cornerstone Wealth Group LLC | 12,563 | $11.13M | 0.9% | +2.6% | 0.001% | |
10/25/2024 | Oak Harvest Investment Services | 858 | $0.76M | 0.1% | +2.1% | 0.000% | |
10/25/2024 | Burr Financial Services LLC | 1,806 | $1.60M | 1.1% | +50.5% | 0.000% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 48,316 | $42.81M | 4.7% | -8.0% | 0.005% | |
10/25/2024 | Fiducient Advisors LLC | 313 | $0.28M | 0.0% | -60.0% | 0.000% | |
10/25/2024 | SteelPeak Wealth LLC | 5,713 | $5.06M | 0.2% | +11.3% | 0.001% | |
10/25/2024 | Diversify Wealth Management LLC | 4,683 | $4.23M | 0.4% | +4.3% | 0.000% | |
10/25/2024 | Pinnacle Associates Ltd. | 58,295 | $51.65M | 0.8% | +2.2% | 0.006% | |
10/25/2024 | First Trust Direct Indexing L.P. | 22,162 | $19.63M | 1.1% | +6.3% | 0.002% | |
10/25/2024 | WASHINGTON TRUST Co | 19,459 | $17.24M | 0.6% | +0.5% | 0.002% | |
10/25/2024 | Echo45 Advisors LLC | 521 | $0.46M | 0.3% | -8.4% | 0.000% | |
10/25/2024 | Evermay Wealth Management LLC | 4,040 | $3.58M | 0.6% | -0.8% | 0.000% | |
10/25/2024 | Gimbal Financial | 18,128 | $16.16M | 10.5% | -0.4% | 0.002% | |
10/25/2024 | New York State Teachers Retirement System | 731,424 | $648M | 1.3% | -5.0% | 0.077% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 735 | $0.65M | 0.3% | +3.2% | 0.000% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 7,195 | $6.41M | 0.1% | -3.0% | 0.001% | |
10/25/2024 | Golden State Equity Partners | 2,279 | $2.02M | 0.4% | -2.4% | 0.000% | |
10/25/2024 | AMI Asset Management Corp | 71,193 | $63.07M | 3.4% | -2.7% | 0.007% | |
10/25/2024 | Adams Diversified Equity Fund Inc. | 56,468 | $50.03M | 1.8% | -11.2% | 0.006% | |
10/25/2024 | Pathway Financial Advisers LLC | 1,022,388 | $905.77M | 8.9% | +92,759.9% | 0.108% | |
10/25/2024 | Mutual Advisors LLC | 61,563 | $54.87M | 1.5% | +0.1% | 0.006% | |
10/25/2024 | Great Diamond Partners LLC | 7,394 | $6.55M | 1.7% | -12.9% | 0.001% | |
10/25/2024 | WD Rutherford LLC | 274 | $0.24M | 0.1% | +17.1% | 0.000% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 25,488 | $22.58M | 6.9% | -1.0% | 0.003% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 11,659 | $10.33M | 0.8% | +19.6% | 0.001% | |
10/25/2024 | Avitas Wealth Management LLC | 18,090 | $16.03M | 2.3% | -0.4% | 0.002% | |
10/25/2024 | Childress Capital Advisors LLC | 2,445 | $2.17M | 0.6% | +4.5% | 0.000% | |
10/25/2024 | Highview Capital Management LLC DE | 6,763 | $5.99M | 2.4% | +2.7% | 0.001% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 10,219 | $9.05M | 0.4% | -14.0% | 0.001% | |
10/25/2024 | Lodestar Private Asset Management LLC | 1,003 | $0.89M | 0.1% | +17.6% | 0.000% | |
10/25/2024 | Jacobsen Capital Management | 1,282 | $1.14M | 0.5% | +1.9% | 0.000% | |
10/25/2024 | Fidelis Capital Partners LLC | 6,943 | $6.27M | 0.7% | -10.9% | 0.001% | |
10/25/2024 | Valmark Advisers Inc. | 5,980 | $5.30M | 0.1% | +4.3% | 0.001% | |
10/25/2024 | American Financial Advisors LLC | 13,371 | $11.85M | 1.6% | -0.1% | 0.001% | |
10/25/2024 | Davidson Capital Management Inc. | 3,538 | $3.13M | 0.9% | -12.2% | 0.000% | |
10/25/2024 | GW Henssler & Associates Ltd. | 1,047 | $0.93M | 0.1% | +1.6% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 4,617 | $4.09M | 0.9% | +3.7% | 0.000% | |
10/25/2024 | Argyle Capital Management Inc. | 11,527 | $10.21M | 4.1% | -8.7% | 0.001% | |
10/25/2024 | PBMares Wealth Management LLC | 493 | $0.44M | 0.1% | +9.6% | 0.000% | |
10/25/2024 | Strategic Blueprint LLC | 11,563 | $10.24M | 0.6% | -3.8% | 0.001% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 48,004 | $42.53M | 1.3% | -2.1% | 0.005% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 6,860 | $6.08M | 1.4% | -2.0% | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 3,237 | $2.87M | 0.4% | +3.5% | 0.000% | |
10/25/2024 | Diversify Advisory Services LLC | 8,912 | $8.10M | 0.4% | +13.1% | 0.001% | |
10/25/2024 | MBA Advisors LLC | 484 | $0.43M | 0.2% | -13.1% | 0.000% | |
10/25/2024 | Legacy Wealth Management Inc | 374 | $0.33M | 0.0% | N/A | 0.000% | |
10/25/2024 | Gibraltar Capital Management Inc. | 621 | $0.55M | 0.2% | N/A | 0.000% | |
10/25/2024 | Gateway Wealth Partners LLC | 691 | $0.61M | 0.2% | -13.5% | 0.000% | |
10/25/2024 | Signature Wealth Management Partners LLC | 411 | $0.36M | 0.3% | +42.7% | 0.000% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 7,904 | $7M | 0.8% | +26.4% | 0.001% | |
10/25/2024 | Boston Financial Mangement LLC | 5,020 | $4.45M | 0.1% | +0.3% | 0.001% | |
10/25/2024 | Traynor Capital Management Inc. | 48,032 | $42.55M | 2.6% | +12.6% | 0.005% | |
10/25/2024 | abrdn plc | 966,818 | $848.58M | 1.6% | -7.9% | 0.102% | |
10/25/2024 | SFE Investment Counsel | 450 | $0.40M | 0.1% | -11.8% | 0.000% | |
10/25/2024 | Smith Group Asset Management LLC | 2,189 | $1.94M | 0.2% | +46.6% | 0.000% | |
10/25/2024 | Cornerstone Wealth Advisors Inc. | 333 | $0.30M | 0.1% | -5.4% | 0.000% | |
10/25/2024 | Worth Financial Advisory Group LLC | 710 | $0.63M | 0.4% | N/A | 0.000% | |
10/25/2024 | Pallas Capital Advisors LLC | 16,686 | $14.87M | 0.6% | +8.6% | 0.002% | |
10/24/2024 | Hunter Associates Investment Management LLC | 8,821 | $7.82M | 1.2% | -0.8% | 0.001% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 853 | $0.76M | 0.1% | -8.1% | 0.000% | |
10/24/2024 | Orrstown Financial Services Inc. | 1,614 | $1.43M | 0.4% | +90.1% | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 234,334 | $207.61M | 1.2% | +3.3% | 0.025% | |
10/24/2024 | Morton Brown Family Wealth LLC | 173 | $0.15M | 0.1% | +260.4% | 0.000% | |
10/24/2024 | TCI Wealth Advisors Inc. | 8,196 | $7.26M | 0.6% | +0.5% | 0.001% | |
10/24/2024 | TCP Asset Management LLC | 323 | $0.29M | 0.1% | +21.9% | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 1,763 | $1.56M | 0.2% | -13.0% | 0.000% | |
10/24/2024 | Concord Wealth Partners | 5,067 | $4.49M | 0.7% | +8.9% | 0.001% | |
10/24/2024 | Asahi Life Asset Management CO. LTD. | 2,056 | $1.82M | 1.1% | +5.5% | 0.000% | |
10/24/2024 | Forbes J M & Co. LLP | 1,609 | $1.43M | 0.1% | +3.5% | 0.000% | |
10/24/2024 | Washburn Capital Management Inc. | 2,603 | $2.31M | 1.7% | -6.7% | 0.000% | |
10/24/2024 | Barrett & Company Inc. | 736 | $0.65M | 0.3% | -30.0% | 0.000% | |
10/24/2024 | Welch Group LLC | 6,548 | $5.80M | 0.3% | +3.3% | 0.001% | |
10/24/2024 | Inscription Capital LLC | 1,222 | $1.08M | 0.2% | +1.0% | 0.000% | |
10/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,366 | $3.87M | 0.6% | -19.6% | 0.000% | |
10/24/2024 | Semanteon Capital Management LP | 1,042 | $0.92M | 0.6% | N/A | 0.000% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 14,304 | $12.67M | 2.2% | +75.3% | 0.002% | |
10/24/2024 | Tower View Wealth Management LLC | 10,050 | $8.90M | 4.9% | -0.3% | 0.001% | |
10/24/2024 | Baker Tilly Wealth Management LLC | 1,131 | $1M | 0.4% | -19.6% | 0.000% | |
10/24/2024 | Family Investment Center Inc. | 377 | $0.33M | 0.1% | +16.7% | 0.000% | |
10/24/2024 | FCG Investment Co | 2,791 | $2.47M | 1.6% | +1.2% | 0.000% | |
10/24/2024 | FSA Advisors Inc. | 824 | $0.74M | 0.7% | -24.7% | 0.000% | |
10/24/2024 | IVC Wealth Advisors LLC | 1,512 | $1.34M | 0.7% | -17.1% | 0.000% | |
10/24/2024 | Kercheville Advisors LLC | 8,540 | $7.57M | 3.2% | +10.3% | 0.001% | |
10/24/2024 | First American Bank | 56,807 | $50.33M | 3.6% | -6.3% | 0.006% | |
10/24/2024 | Salomon & Ludwin LLC | 1,114 | $0.99M | 0.1% | -3.0% | 0.000% | |
10/24/2024 | Tributary Capital Management LLC | 1,387 | $1.23M | 0.1% | -4.5% | 0.000% | |
10/24/2024 | Peterson Wealth Advisors LLC | 716 | $0.63M | 0.1% | +8.5% | 0.000% | |