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% | |
10/31/2024 | Forte Capital LLC ADV | 1,622 | $1.44M | 0.2% | -5.3% | 0.000% | |
10/31/2024 | M&G PLC | 5,665 | $5.02M | 0.0% | -50.5% | 0.001% | |
10/31/2024 | D.B. Root & Company LLC | 402 | $0.36M | 0.1% | +9.5% | 0.000% | |
10/31/2024 | Spinnaker Trust | 17,855 | $15.82M | 1.0% | -1.2% | 0.002% | |
10/31/2024 | Consilium Wealth Advisory LLC | 3,982 | $3.53M | 1.9% | -12.0% | 0.000% | |
10/30/2024 | Centennial Wealth Advisory LLC | 301 | $0.27M | 0.1% | N/A | 0.000% | |
10/30/2024 | Maia Wealth LLC | 2,415 | $2.15M | 0.5% | +10.5% | 0.000% | |
10/30/2024 | Umpqua Bank | 1,505 | $1.33M | 0.5% | +96.5% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 972 | $0.86M | 0.1% | -13.4% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 86,305 | $76.46M | 2.5% | +30.5% | 0.009% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 871 | $0.77M | 0.3% | +1.9% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 12,311 | $10.91M | 1.6% | N/A | 0.001% | |
10/30/2024 | Callahan Advisors LLC | 14,881 | $13.18M | 1.3% | +2.1% | 0.002% | |
10/30/2024 | Leslie Global Wealth LLC | 400 | $0.35M | 0.2% | N/A | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 421 | $0.37M | 0.0% | +4.0% | 0.000% | |
10/30/2024 | 1834 Investment Advisors Co. | 3,538 | $3.14M | 0.4% | -18.6% | 0.000% | |
10/30/2024 | One Plus One Wealth Management LLC | 694 | $0.62M | 0.4% | -22.9% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 7,439 | $6.59M | 3.5% | +0.6% | 0.001% | |
10/30/2024 | Financial Security Advisor Inc. | 4,225 | $3.74M | 0.9% | +0.4% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 4,282 | $3.79M | 1.3% | +9.0% | 0.000% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 9,347 | $8.28M | 0.3% | +43.2% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 272 | $0.24M | 0.1% | +15.7% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 4,387 | $3.89M | 0.2% | +3.9% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 531 | $0.47M | 0.0% | -3.8% | 0.000% | |
10/30/2024 | Balentine LLC | 1,329 | $1.18M | 0.0% | +6.7% | 0.000% | |
10/30/2024 | HF Advisory Group LLC | 2,309 | $2.05M | 1.0% | -2.0% | 0.000% | |
10/30/2024 | Financial Partners Group Inc | 1,023 | $0.91M | 0.1% | +4.9% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 2,132 | $1.89M | 0.6% | +9.7% | 0.000% | |
10/30/2024 | North Star Investment Management Corp. | 8,857 | $7.85M | 0.5% | +0.2% | 0.001% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 730 | $0.65M | 0.1% | +6.7% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 35,686 | $31.62M | 0.6% | +0.4% | 0.004% | |
10/30/2024 | NorthRock Partners LLC | 4,353 | $3.86M | 0.3% | -19.4% | 0.000% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 6,139 | $5.44M | 1.2% | +1.0% | 0.001% | |
10/30/2024 | Ameritas Advisory Services LLC | 8,216 | $7.28M | 0.3% | -43.2% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 1,149 | $1.02M | 0.0% | +13.5% | 0.000% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 25,473 | $22.53M | 4.1% | -1.2% | 0.003% | |
10/30/2024 | Pittenger & Anderson Inc. | 1,285 | $1.14M | 0.0% | +13.8% | 0.000% | |
10/30/2024 | Hanlon Investment Management Inc. | 3,601 | $3.19M | 0.9% | -1.9% | 0.000% | |
10/30/2024 | Geneva Partners LLC | 8,721 | $7.73M | 3.3% | -6.0% | 0.001% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 1,059 | $0.94M | 0.6% | -19.3% | 0.000% | |
10/30/2024 | Clarity Financial LLC | 17,286 | $15.31M | 1.8% | -4.9% | 0.002% | |
10/30/2024 | Amalgamated Bank | 175,260 | $155.27M | 1.3% | +0.3% | 0.018% | |
10/30/2024 | Sentry Investment Management LLC | 3,321 | $2.94M | 1.2% | -13.4% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 600 | $0.53M | 0.1% | N/A | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 2,254 | $2M | 0.3% | -11.7% | 0.000% | |
10/30/2024 | ASB Consultores LLC | 1,125 | $1M | 0.4% | -1.7% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 63,877 | $56.59M | 1.5% | -3.8% | 0.007% | |
10/30/2024 | Clarity Capital Partners LLC | 2,103 | $1.86M | 1.1% | +582.8% | 0.000% | |
10/30/2024 | Greenwood Capital Associates LLC | 10,912 | $9.67M | 1.3% | -5.2% | 0.001% | |
10/30/2024 | FSM Wealth Advisors LLC | 1,406 | $1.25M | 0.3% | +12.9% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 6,540 | $5.79M | 0.8% | +22.0% | 0.001% | |
10/30/2024 | Rational Advisors LLC | 3,600 | $3.19M | 0.3% | -10.2% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 21,395 | $18.96M | 0.1% | -2.6% | 0.002% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 1,458 | $1.29M | 0.6% | +8.1% | 0.000% | |
10/30/2024 | Red Cedar Investment Management LLC | 10,469 | $9.28M | 1.2% | -1.0% | 0.001% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 4,369 | $3.87M | 0.2% | +6.9% | 0.000% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 311,988 | $276.40M | 1.9% | -2.2% | 0.033% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 10,073 | $8.92M | 2.0% | -3.0% | 0.001% | |
10/30/2024 | PDS Planning Inc | 5,852 | $5.18M | 0.5% | +1.5% | 0.001% | |
10/30/2024 | World Equity Group Inc. | 756 | $0.67M | 0.2% | -4.5% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 4,227 | $3.75M | 1.4% | +3.8% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 2,276 | $2.02M | 1.0% | -11.7% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 121,162 | $107.34M | 1.2% | +1.7% | 0.013% | |
10/30/2024 | Asset Management One Co. Ltd. | 360,282 | $319.19M | 1.1% | +0.4% | 0.038% | |
10/30/2024 | National Pension Service | 1,544,484 | $1.37B | 1.3% | +15.2% | 0.163% | |
10/30/2024 | Lutz Financial Services LLC | 315 | $0.28M | 0.0% | -14.4% | 0.000% | |
10/30/2024 | Cohen Capital Management Inc. | 311 | $0.28M | 0.0% | N/A | 0.000% | |
10/30/2024 | CORDA Investment Management LLC. | 1,515 | $1.34M | 0.1% | +2.6% | 0.000% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 9,556 | $8.47M | 4.3% | +1.1% | 0.001% | |
10/30/2024 | Klingenstein Fields & Co. LP | 102,277 | $90.61M | 3.6% | +9.2% | 0.011% | |
10/30/2024 | Vestor Capital LLC | 45,820 | $40.59M | 3.2% | -20.7% | 0.005% | |
10/30/2024 | Intact Investment Management Inc. | 2,580 | $2.29M | 0.1% | +27.7% | 0.000% | |
10/29/2024 | Capitol Family Office Inc. | 3,191 | $2.83M | 3.5% | -1.7% | 0.000% | |
10/29/2024 | Northeast Investment Management | 51,252 | $45.41M | 2.0% | +1.5% | 0.005% | |
10/29/2024 | Roman Butler Fullerton & Co. | 10,027 | $9.16M | 2.7% | +1.2% | 0.001% | |
10/29/2024 | Ground Swell Capital LLC | 293 | $0.26M | 0.2% | N/A | 0.000% | |
10/29/2024 | Solstein Capital LLC | 1,456 | $1.29M | 0.6% | -6.0% | 0.000% | |
10/29/2024 | Donaldson Capital Management LLC | 22,806 | $20.21M | 0.8% | -12.5% | 0.002% | |
10/29/2024 | Kanawha Capital Management LLC | 2,280 | $2.02M | 0.1% | +9.5% | 0.000% | |
10/29/2024 | KG&L Capital Management LLC | 4,733 | $4.19M | 1.4% | +4.0% | 0.000% | |
10/29/2024 | Forum Financial Management LP | 8,350 | $7.40M | 0.1% | -3.5% | 0.001% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 826,944 | $732.62M | 1.5% | +14.5% | 0.087% | |
10/29/2024 | Lansing Street Advisors | 648 | $0.58M | 0.2% | +3.3% | 0.000% | |
10/29/2024 | Fernwood Investment Management LLC | 9,060 | $8.03M | 2.6% | -3.2% | 0.001% | |
10/29/2024 | BSW Wealth Partners | 3,236 | $2.87M | 0.4% | +4.3% | 0.000% | |
10/29/2024 | Nvwm LLC | 4,972 | $4.41M | 1.1% | -2.4% | 0.001% | |
10/29/2024 | Angeles Wealth Management LLC | 4,804 | $4.26M | 0.4% | +9.0% | 0.001% | |
10/29/2024 | Emerald Advisers LLC | 1,873 | $1.66M | 0.1% | +75.2% | 0.000% | |
10/29/2024 | Van ECK Associates Corp | 269,469 | $243.40M | 0.3% | +11.8% | 0.028% | |
10/29/2024 | Whitener Capital Management Inc. | 1,863 | $1.65M | 0.5% | +16.8% | 0.000% | |
10/29/2024 | Prosperitas Financial LLC | 3,089 | $2.74M | 1.5% | +6.6% | 0.000% | |
10/29/2024 | Lodestone Wealth Management LLC | 425 | $0.38M | 0.2% | -11.6% | 0.000% | |
10/29/2024 | GFS Advisors LLC | 647 | $0.57M | 0.1% | +158.8% | 0.000% | |
10/29/2024 | Fort Pitt Capital Group LLC | 1,387 | $1.23M | 0.0% | +6.1% | 0.000% | |
10/29/2024 | Latitude Advisors LLC | 1,297 | $1.15M | 0.7% | +2.6% | 0.000% | |