10/22/2024 | Coston McIsaac & Partners | 2,415 | $1.38M | 0.4% | +4.8% | 0.000% | |
10/22/2024 | Lake Street Private Wealth LLC | 15,485 | $8.86M | 1.4% | -41.0% | 0.001% | |
10/22/2024 | Litman Gregory Wealth Management LLC | 28,849 | $16.51M | 1.4% | +0.8% | 0.001% | |
10/22/2024 | Altus Wealth Group LLC | 747 | $0.43M | 0.2% | +8.3% | 0.000% | |
10/22/2024 | TFG Advisers LLC | 1,398 | $0.80M | 0.3% | +4.2% | 0.000% | |
10/22/2024 | Hartford Investment Management Co. | 137,493 | $78.71M | 2.6% | -2.1% | 0.005% | |
10/22/2024 | Ruedi Wealth Management Inc. | 58 | $33K | 0.0% | -27.5% | 0.000% | |
10/22/2024 | Greenleaf Trust | 113,499 | $64.97M | 0.6% | +2.0% | 0.004% | |
10/22/2024 | Commerzbank Aktiengesellschaft FI | 289,008 | $165.44M | 4.4% | +8.2% | 0.011% | |
10/22/2024 | Meadow Creek Wealth Advisors LLC | 3,040 | $1.74M | 1.4% | +9.2% | 0.000% | |
10/22/2024 | Chris Bulman Inc | 495 | $0.28M | 0.2% | +4.2% | 0.000% | |
10/22/2024 | Elevated Capital Advisors LLC | 1,292 | $0.74M | 0.2% | +135.3% | 0.000% | |
10/22/2024 | Bank Pictet & Cie Europe AG | 213,872 | $122.43M | 2.9% | +3.2% | 0.008% | |
10/22/2024 | Lecap Asset Management Ltd. | 768 | $0.44M | 0.1% | -57.3% | 0.000% | |
10/22/2024 | Marietta Wealth Management LLC | 16,578 | $9.49M | 1.4% | -1.5% | 0.001% | |
10/22/2024 | Lazari Capital Management Inc. | 34,799 | $19.92M | 8.5% | -3.5% | 0.001% | |
10/22/2024 | Global X Japan Co. Ltd. | 56,055 | $32.09M | 4.1% | +19.7% | 0.002% | |
10/22/2024 | Weaver Capital Management LLC | 5,279 | $3.02M | 0.9% | +11.9% | 0.000% | |
10/22/2024 | Liberty Capital Management Inc. | 1,327 | $0.76M | 0.2% | +10.3% | 0.000% | |
10/22/2024 | Dupont Capital Management Corp | 48,113 | $27.54M | 2.3% | -10.1% | 0.002% | |
10/22/2024 | Albert D Mason Inc. | 3,440 | $1.97M | 1.3% | +1.6% | 0.000% | |
10/22/2024 | GAM Holding AG | 66,160 | $37.87M | 3.0% | -25.9% | 0.003% | |
10/22/2024 | Community Trust & Investment Co. | 56,471 | $32.33M | 2.1% | +1.8% | 0.002% | |
10/22/2024 | Saxony Capital Management LLC | 1,304 | $0.75M | 0.7% | -4.3% | 0.000% | |
10/22/2024 | Narwhal Capital Management | 50,077 | $28.67M | 2.6% | +9.7% | 0.002% | |
10/22/2024 | Segment Wealth Management LLC | 24,418 | $13.98M | 1.0% | +0.7% | 0.001% | |
10/22/2024 | Financial Insights Inc. | 1,324 | $0.76M | 0.2% | -41.8% | 0.000% | |
10/22/2024 | BLB&B Advisors LLC | 4,927 | $2.82M | 0.1% | -9.8% | 0.000% | |
10/22/2024 | Private Advisor Group LLC | 126,090 | $72.18M | 0.4% | +2.9% | 0.005% | |
10/22/2024 | Lanham O Dell & Company Inc. | 488 | $0.28M | 0.2% | +4.3% | 0.000% | |
10/22/2024 | ODonnell Financial Services LLC | 1,016 | $0.58M | 0.2% | -2.6% | 0.000% | |
10/22/2024 | Tempus Wealth Planning LLC | 2,943 | $1.69M | 0.6% | +8.4% | 0.000% | |
10/22/2024 | Stanley Laman Group Ltd. | 1,831 | $1.05M | 0.1% | +9.1% | 0.000% | |
10/22/2024 | Sebold Capital Management Inc. | 1,803 | $1.03M | 0.7% | -10.7% | 0.000% | |
10/22/2024 | Pictet North America Advisors SA | 38,235 | $21.89M | 2.2% | +1.6% | 0.002% | |
10/22/2024 | Symphony Financial Ltd. Co. | 5,702 | $3.25M | 0.5% | +14.3% | 0.000% | |
10/22/2024 | RBA Wealth Management LLC | 8,508 | $4.87M | 1.9% | N/A | 0.000% | |
10/22/2024 | Waldron Private Wealth LLC | 26,964 | $15.44M | 0.6% | +2.0% | 0.001% | |
10/22/2024 | Leo Wealth LLC | 7,642 | $4.38M | 0.4% | +17.5% | 0.000% | |
10/22/2024 | WT Wealth Management | 6,445 | $3.72M | 0.9% | -14.5% | 0.000% | |
10/22/2024 | My Personal CFO LLC | 2,692 | $1.54M | 0.8% | -4.0% | 0.000% | |
10/22/2024 | Pegasus Asset Management Inc. | 17,028 | $9.75M | 3.7% | -1.6% | 0.001% | |
10/22/2024 | Eastern Bank | 156,566 | $89.63M | 1.6% | +70.3% | 0.006% | |
10/22/2024 | My Legacy Advisors LLC | 1,329 | $0.76M | 0.3% | +17.5% | 0.000% | |
10/22/2024 | Xcel Wealth Management LLC | 5,004 | $2.86M | 0.8% | +1.2% | 0.000% | |
10/22/2024 | Signaturefd LLC | 55,302 | $31.66M | 0.6% | -0.3% | 0.002% | |
10/22/2024 | Sequoia Financial Advisors LLC | 157,388 | $90.10M | 1.0% | +27.9% | 0.006% | |
10/21/2024 | Flagship Harbor Advisors LLC | 22,198 | $12.71M | 0.7% | N/A | 0.001% | |
10/21/2024 | Dock Street Asset Management Inc. | 50,044 | $28.65M | 3.9% | +2.9% | 0.002% | |
10/21/2024 | Argus Investors Counsel Inc. | 6,474 | $3.71M | 2.4% | +4.5% | 0.000% | |
10/21/2024 | Vicus Capital | 2,675 | $1.53M | 0.1% | -38.5% | 0.000% | |
10/21/2024 | Harbor Advisory Corp MA | 359 | $0.21M | 0.1% | N/A | 0.000% | |
10/21/2024 | Traphagen Investment Advisors LLC | 3,117 | $1.78M | 0.2% | -5.3% | 0.000% | |
10/21/2024 | Kessler Investment Group LLC | 9,946 | $5.69M | 2.9% | +0.5% | 0.000% | |
10/21/2024 | Fortis Group Advisors LLC | 5,943 | $3.40M | 0.6% | -4.0% | 0.000% | |
10/21/2024 | DeDora Capital Inc. | 5,827 | $3.34M | 0.9% | +11.1% | 0.000% | |
10/21/2024 | Calton & Associates Inc. | 1,234 | $0.71M | 0.3% | -10.4% | 0.000% | |
10/21/2024 | Oakworth Capital Inc. | 752 | $0.43M | 0.0% | +34.3% | 0.000% | |
10/21/2024 | Maple Capital Management Inc. | 98,668 | $56.48M | 4.3% | -0.7% | 0.004% | |
10/21/2024 | Krane Funds Advisors LLC | 1,951 | $1.12M | 0.0% | +24.4% | 0.000% | |
10/21/2024 | Foundations Investment Advisors LLC | 51,250 | $29.34M | 0.6% | +31.5% | 0.002% | |
10/21/2024 | Telos Capital Management Inc. | 11,238 | $6.43M | 0.7% | -0.2% | 0.000% | |
10/21/2024 | Ledyard National Bank | 1,384 | $0.79M | 0.1% | +16.3% | 0.000% | |
10/21/2024 | Winch Advisory Services LLC | 7,301 | $4.18M | 1.2% | -0.8% | 0.000% | |
10/21/2024 | Precision Wealth Strategies LLC | 5,484 | $3.14M | 2.9% | +16.3% | 0.000% | |
10/21/2024 | Townsend Asset Management Corp NC ADV | 1,095 | $0.63M | 0.2% | +6.4% | 0.000% | |
10/21/2024 | Integrity Financial Corp WA | 489 | $0.28M | 0.2% | -21.1% | 0.000% | |
10/21/2024 | Waterway Wealth Management LLC | 1,137 | $0.65M | 0.3% | +146.1% | 0.000% | |
10/21/2024 | GFG Capital LLC | 26,043 | $14.91M | 3.9% | -2.9% | 0.001% | |
10/21/2024 | Evernest Financial Advisors LLC | 1,543 | $0.88M | 0.2% | +13.5% | 0.000% | |
10/21/2024 | Community Financial Services Group LLC | 13,852 | $7.93M | 1.6% | +3.2% | 0.001% | |
10/21/2024 | Plimoth Trust Co. LLC | 1,555 | $0.89M | 0.2% | -3.2% | 0.000% | |
10/21/2024 | Venture Visionary Partners LLC | 43,503 | $24.90M | 1.1% | +8.4% | 0.002% | |
10/21/2024 | Whittier Trust Co. of Nevada Inc. | 72,122 | $41.29M | 1.1% | +2.6% | 0.003% | |
10/21/2024 | Whittier Trust Co. | 186,959 | $107.02M | 1.4% | +1.9% | 0.007% | |
10/21/2024 | Stewardship Advisors LLC | 502 | $0.29M | 0.1% | N/A | 0.000% | |
10/21/2024 | Western Financial Corp CA | 7,627 | $4.37M | 2.5% | +18.7% | 0.000% | |
10/21/2024 | Palouse Capital Management Inc. | 3,153 | $1.81M | 1.1% | -2.4% | 0.000% | |
10/21/2024 | Carolina Wealth Advisors LLC | 116 | $66K | 0.0% | +48.7% | 0.000% | |
10/21/2024 | Retirement Guys Formula LLC | 3,166 | $1.81M | 0.8% | +4.4% | 0.000% | |
10/21/2024 | Border to Coast Pensions Partnership Ltd | 151,391 | $86.41M | 1.8% | +4.5% | 0.006% | |
10/21/2024 | Little House Capital LLC | 15,998 | $9.16M | 2.6% | -5.4% | 0.001% | |
10/21/2024 | Kennedy Investment Group | 2,651 | $1.52M | 0.7% | +20.0% | 0.000% | |
10/21/2024 | Genesee Capital Advisors LLC | 3,200 | $1.83M | 0.9% | -3.3% | 0.000% | |
10/21/2024 | Cassia Capital Partners LLC | 1,663 | $0.95M | 0.6% | -7.5% | 0.000% | |
10/21/2024 | Bluesphere Advisors LLC | 1,406 | $0.81M | 0.4% | +42.3% | 0.000% | |
10/21/2024 | Berry Wealth Group LP | 1,342 | $0.77M | 0.6% | +5.8% | 0.000% | |
10/21/2024 | Everence Capital Management Inc. | 54,530 | $31.22M | 2.0% | -6.4% | 0.002% | |
10/21/2024 | 1858 Wealth Management LLC | 7,088 | $4.06M | 3.3% | -1.9% | 0.000% | |
10/21/2024 | Cedar Brook Financial Partners LLC | 354 | $0.20M | 29.1% | -78.0% | 0.000% | |
10/21/2024 | Toth Financial Advisory Corp | 1,207 | $0.69M | 0.1% | +4.2% | 0.000% | |
10/21/2024 | Wealth Effects LLC | 11,645 | $6.67M | 2.3% | +0.8% | 0.000% | |
10/21/2024 | Marino Stram & Associates LLC | 2,146 | $1.23M | 0.3% | -1.2% | 0.000% | |
10/21/2024 | Castleview Partners LLC | 914 | $0.52M | 0.3% | +13.3% | 0.000% | |
10/21/2024 | Crew Capital Management Ltd. | 962 | $0.55M | 0.4% | -6.5% | 0.000% | |
10/21/2024 | AIFG Consultants Ltd. | 429 | $0.25M | 0.2% | N/A | 0.000% | |
10/21/2024 | Benin Management CORP | 4,232 | $2.42M | 0.7% | -2.3% | 0.000% | |
10/21/2024 | Prio Wealth Limited Partnership | 142,547 | $81.60M | 2.4% | -3.8% | 0.006% | |
10/21/2024 | Trilogy Capital Inc. | 4,409 | $2.52M | 0.1% | +21.0% | 0.000% | |
10/21/2024 | Koss Olinger Consulting LLC | 3,873 | $2.22M | 0.2% | -2.4% | 0.000% | |