11/2/2024 | Costello Asset Management INC | 765 | $0.68M | 0.5% | -72.3% | 0.000% | |
11/2/2024 | Ted Buchan & Co | 2,136 | $1.89M | 0.9% | +8.6% | 0.000% | |
11/2/2024 | Transcendent Capital Group LLC | 196 | $0.17M | 0.1% | -14.4% | 0.000% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 504 | $0.45M | 0.2% | N/A | 0.000% | |
11/2/2024 | Covestor Ltd | 542 | $0.48M | 0.3% | -13.1% | 0.000% | |
11/2/2024 | Summit Wealth & Retirement Planning Inc. | 296 | $0.26M | 0.1% | N/A | 0.000% | |
11/2/2024 | Mach 1 Financial Group LLC | 798 | $0.71M | 0.4% | +22.6% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 16,003 | $14.18M | 0.3% | +0.7% | 0.002% | |
11/2/2024 | XML Financial LLC | 1,775 | $1.57M | 0.1% | +1.0% | 0.000% | |
11/2/2024 | Sustainable Insight Capital Management LLC | 15,032 | $13.32M | 6.0% | +5.9% | 0.002% | |
11/2/2024 | RKL Wealth Management LLC | 2,818 | $2.50M | 0.2% | -3.0% | 0.000% | |
11/1/2024 | Carr Financial Group Corp | 3,660 | $3.24M | 1.0% | -10.6% | 0.000% | |
11/1/2024 | GSG Advisors LLC | 412 | $0.36M | 0.1% | +24.1% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 13,065 | $11.57M | 1.4% | +48.6% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 5,177 | $4.59M | 0.5% | -21.3% | 0.001% | |
11/1/2024 | Atria Investments Inc | 45,993 | $40.75M | 0.5% | -1.4% | 0.005% | |
11/1/2024 | Essex Savings Bank | 11,328 | $10.04M | 2.5% | -6.8% | 0.001% | |
11/1/2024 | First Personal Financial Services | 301 | $0.27M | 0.1% | +24.9% | 0.000% | |
11/1/2024 | Field & Main Bank | 8,172 | $7.24M | 2.6% | +0.3% | 0.001% | |
11/1/2024 | Oxbow Advisors LLC | 1,092 | $0.97M | 0.1% | +4.4% | 0.000% | |
11/1/2024 | Objective Capital Management LLC | 336 | $0.30M | 0.2% | N/A | 0.000% | |
11/1/2024 | SilverOak Wealth Management LLC | 627 | $0.56M | 0.1% | +59.1% | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 30,982 | $27.45M | 2.6% | -1.3% | 0.003% | |
11/1/2024 | Scott & Selber Inc. | 2,119 | $1.88M | 0.6% | -0.7% | 0.000% | |
11/1/2024 | TCTC Holdings LLC | 2,665 | $2.36M | 0.1% | -5.8% | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 6,849 | $6.07M | 0.5% | +2.4% | 0.001% | |
11/1/2024 | PFS Partners LLC | 325 | $0.29M | 0.2% | -13.3% | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 11,845 | $10.49M | 0.1% | +4.3% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 1,659 | $1.47M | 0.1% | +5.1% | 0.000% | |
11/1/2024 | Wealth Quarterback LLC | 1,717 | $1.52M | 0.8% | +87.7% | 0.000% | |
11/1/2024 | Assetmark Inc. | 49,713 | $44.04M | 0.1% | +7.3% | 0.005% | |
11/1/2024 | Verdence Capital Advisors LLC | 7,154 | $6.34M | 0.5% | +7.7% | 0.001% | |
11/1/2024 | Pegasus Partners Ltd. | 1,516 | $1.34M | 0.1% | +8.1% | 0.000% | |
11/1/2024 | Carson Advisory Inc. | 1,039 | $0.92M | 0.6% | +13.9% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 405 | $0.36M | 0.1% | +60.7% | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 1,051 | $0.93M | 0.1% | +1.7% | 0.000% | |
11/1/2024 | Crumly & Associates Inc. | 456 | $0.40M | 0.1% | -32.9% | 0.000% | |
11/1/2024 | United Bank | 3,635 | $3.22M | 1.5% | -0.8% | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 427 | $0.38M | 0.0% | N/A | 0.000% | |
11/1/2024 | Shoker Investment Counsel Inc. | 679 | $0.60M | 0.2% | +2.0% | 0.000% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 1,821 | $1.61M | 0.1% | -6.8% | 0.000% | |
11/1/2024 | Holistic Planning LLC | 249 | $0.22M | 0.1% | -7.1% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 6,070 | $5.38M | 0.3% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 8,540 | $7.57M | 0.5% | +0.3% | 0.001% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 78,186 | $69.22M | 0.9% | +0.9% | 0.008% | |
11/1/2024 | Leavell Investment Management Inc. | 6,130 | $5.43M | 0.3% | +2.1% | 0.001% | |
11/1/2024 | Fiera Capital Corp | 23,172 | $20.53M | 0.1% | +2.3% | 0.002% | |
11/1/2024 | Triune Financial Partners LLC | 633 | $0.56M | 0.2% | N/A | 0.000% | |
11/1/2024 | Hollencrest Capital Management | 3,295 | $2.92M | 0.1% | +145.3% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 1,039 | $0.92M | 0.3% | +8.5% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 760 | $0.67M | 0.2% | +65.2% | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 3,029 | $2.68M | 0.8% | +5.8% | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 6,794 | $6.02M | 0.7% | +1,416.5% | 0.001% | |
11/1/2024 | Heritage Wealth Management Inc. | 10,014 | $8.87M | 2.9% | -4.4% | 0.001% | |
11/1/2024 | Gold Investment Management Ltd. | 2,887 | $2.56M | 1.1% | -30.4% | 0.000% | |
11/1/2024 | Quantum Private Wealth LLC | 696 | $0.62M | 0.2% | +27.5% | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 2,946 | $2.61M | 0.9% | -4.1% | 0.000% | |
11/1/2024 | AIA Group Ltd | 21,160 | $18.75M | 0.5% | +9.3% | 0.002% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 56,023 | $49.63M | 8.1% | +0.3% | 0.006% | |
11/1/2024 | Summit Global Investments | 16,065 | $14.23M | 0.9% | +176.4% | 0.002% | |
11/1/2024 | Bensler LLC | 14,132 | $12.52M | 1.6% | +5.8% | 0.001% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 3,384 | $3M | 0.6% | -2.9% | 0.000% | |
11/1/2024 | Winthrop Advisory Group LLC | 1,638 | $1.45M | 0.2% | -4.1% | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 1,378 | $1.22M | 0.5% | -9.7% | 0.000% | |
11/1/2024 | Vista Capital Partners Inc. | 1,719 | $1.52M | 0.2% | +60.8% | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 1,372 | $1.22M | 0.5% | -1.1% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 2,280 | $2.02M | 0.3% | -3.3% | 0.000% | |
10/31/2024 | TFB Advisors LLC | 1,977 | $1.75M | 0.5% | +2.4% | 0.000% | |
10/31/2024 | Channel Wealth LLC | 7,634 | $6.76M | 2.2% | +38.6% | 0.001% | |
10/31/2024 | Dudley Capital Management LLC | 1,544 | $1.37M | 0.7% | +29.4% | 0.000% | |
10/31/2024 | Mainstream Capital Management LLC | 269 | $0.24M | 0.2% | N/A | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 3,158 | $2.80M | 0.5% | +13.1% | 0.000% | |
10/31/2024 | Keynote Financial Services LLC | 1,775 | $1.57M | 1.2% | -12.0% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 5,254 | $4.66M | 0.7% | +64.3% | 0.001% | |
10/31/2024 | Hara Capital LLC | 65 | $58K | 0.0% | N/A | 0.000% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 482 | $0.43M | 0.0% | +14.8% | 0.000% | |
10/31/2024 | JB Capital LLC | 1,137 | $1.01M | 0.1% | +13.2% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 5,006 | $4.44M | 1.2% | +3.9% | 0.001% | |
10/31/2024 | Valley Brook Capital Group Inc. | 1,547 | $1.37M | 1.0% | +5.7% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 129,940 | $115.12M | 2.1% | -1.7% | 0.014% | |
10/31/2024 | Ascent Wealth Partners LLC | 3,890 | $3.45M | 0.5% | +18.2% | 0.000% | |
10/31/2024 | Jmac Enterprises LLC | 1,686 | $1.49M | 0.2% | +2.9% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 2,995 | $2.65M | 1.3% | -9.3% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,208,545 | $1.07B | 0.6% | +5.3% | 0.127% | |
10/31/2024 | Montecito Bank & Trust | 10,731 | $9.51M | 1.6% | +7.7% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 441 | $0.39M | 0.0% | -6.4% | 0.000% | |
10/31/2024 | Woodmont Investment Counsel LLC | 4,831 | $4.28M | 0.3% | -0.8% | 0.001% | |
10/31/2024 | WoodTrust Financial Corp | 1,935 | $1.72M | 0.2% | -17.7% | 0.000% | |
10/31/2024 | Cozad Asset Management Inc. | 18,066 | $16.01M | 1.5% | +13.8% | 0.002% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 451 | $0.40M | 0.1% | N/A | 0.000% | |
10/31/2024 | Jackson Square Capital LLC | 22,877 | $20.27M | 5.0% | -5.4% | 0.002% | |
10/31/2024 | Perkins Capital Management Inc. | 12,376 | $10.96M | 10.2% | -1.9% | 0.001% | |
10/31/2024 | Hanseatic Management Services Inc. | 1,400 | $1.24M | 1.8% | +6.0% | 0.000% | |
10/31/2024 | GGM Financials LLC | 745 | $0.66M | 0.6% | +3.6% | 0.000% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 935 | $0.83M | 0.2% | +17.3% | 0.000% | |
10/31/2024 | Advisor Resource Council | 998 | $0.88M | 0.4% | N/A | 0.000% | |
10/31/2024 | Financial Enhancement Group LLC | 1,862 | $1.65M | 0.3% | -19.4% | 0.000% | |
10/31/2024 | Graypoint LLC | 8,319 | $7.37M | 0.5% | +4.9% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 515 | $0.46M | 0.3% | N/A | 0.000% | |
10/31/2024 | Wealth Architects LLC | 1,116 | $0.99M | 0.1% | -3.2% | 0.000% | |