11/1/2024 | Objective Capital Management LLC | 2,370 | $1.36M | 0.8% | N/A | 0.000% | |
11/1/2024 | Primoris Wealth Advisors LLC | 7,070 | $4.05M | 2.9% | -15.5% | 0.000% | |
11/1/2024 | SilverOak Wealth Management LLC | 4,654 | $2.66M | 0.6% | -8.5% | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 551 | $0.32M | 0.0% | -16.6% | 0.000% | |
11/1/2024 | Scott & Selber Inc. | 12,795 | $7.32M | 2.3% | -0.6% | 0.001% | |
11/1/2024 | Lindbrook Capital LLC | 16,321 | $9.34M | 0.8% | +6.9% | 0.001% | |
11/1/2024 | PFS Partners LLC | 107 | $61K | 0.0% | -30.1% | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 174,823 | $100.08M | 1.4% | +0.4% | 0.007% | |
11/1/2024 | Klingman & Associates LLC | 4,048 | $2.32M | 0.1% | -1.7% | 0.000% | |
11/1/2024 | Wealth Quarterback LLC | 2,859 | $1.64M | 0.9% | +8.8% | 0.000% | |
11/1/2024 | Assetmark Inc. | 702,759 | $402.29M | 1.1% | +17.4% | 0.028% | |
11/1/2024 | Verdence Capital Advisors LLC | 21,189 | $12.13M | 1.0% | +4.6% | 0.001% | |
11/1/2024 | Markel Group Inc. | 275,231 | $157.55M | 1.4% | +1.6% | 0.011% | |
11/1/2024 | Sequent Asset Management LLC | 361 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Beta Wealth Group Inc. | 2,511 | $1.44M | 0.6% | +502.2% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 3,345 | $1.92M | 0.2% | +22.8% | 0.000% | |
11/1/2024 | Carson Advisory Inc. | 1,688 | $0.97M | 0.6% | -3.2% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 1,052 | $0.60M | 0.2% | +56.1% | 0.000% | |
11/1/2024 | Executive Wealth Management LLC | 30,460 | $17.44M | 2.2% | +2.1% | 0.001% | |
11/1/2024 | Washington Trust Advisors Inc. | 82,907 | $47.46M | 4.1% | -0.4% | 0.003% | |
11/1/2024 | Crumly & Associates Inc. | 407 | $0.23M | 0.1% | N/A | 0.000% | |
11/1/2024 | United Bank | 5,569 | $3.19M | 1.5% | +22.2% | 0.000% | |
11/1/2024 | Seascape Capital Management | 4,977 | $2.85M | 1.0% | +773.2% | 0.000% | |
11/1/2024 | Shoker Investment Counsel Inc. | 5,092 | $2.92M | 1.0% | +4.5% | 0.000% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 2,670 | $1.53M | 0.1% | -5.3% | 0.000% | |
11/1/2024 | Applied Finance Capital Management LLC | 556,270 | $318.43M | 7.7% | +405.8% | 0.022% | |
11/1/2024 | CWA Asset Management Group LLC | 49,667 | $28.43M | 1.5% | N/A | 0.002% | |
11/1/2024 | Equitable Trust Co. | 17,045 | $9.76M | 0.6% | +62.3% | 0.001% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 217,677 | $124.58M | 1.7% | -0.8% | 0.009% | |
11/1/2024 | Beckerman Institutional LLC | 2,566 | $1.47M | 1.2% | N/A | 0.000% | |
11/1/2024 | Leavell Investment Management Inc. | 9,009 | $5.16M | 0.3% | +7.5% | 0.000% | |
11/1/2024 | Fiera Capital Corp | 30,347 | $17.37M | 0.1% | +11.3% | 0.001% | |
11/1/2024 | Hollencrest Capital Management | 7,304 | $4.18M | 0.2% | +5.4% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 2,121 | $1.21M | 0.4% | +4.9% | 0.000% | |
11/1/2024 | Strategic Family Wealth Counselors L.L.C. | 1,294 | $0.74M | 0.3% | -8.6% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 5,131 | $2.94M | 0.9% | +10.1% | 0.000% | |
11/1/2024 | Aspire Wealth Management Corp | 880 | $0.50M | 0.3% | -2.8% | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 2,237 | $1.28M | 0.8% | -1.1% | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 357 | $0.20M | 0.0% | N/A | 0.000% | |
11/1/2024 | Quantum Private Wealth LLC | 44,198 | $25.30M | 8.6% | -0.7% | 0.002% | |
11/1/2024 | Lakeshore Financial Planning Inc. | 741 | $0.42M | 0.2% | +3.9% | 0.000% | |
11/1/2024 | AIA Group Ltd | 86,644 | $49.60M | 1.3% | +5.8% | 0.003% | |
11/1/2024 | Summit Global Investments | 40,222 | $23.03M | 1.5% | -9.7% | 0.002% | |
11/1/2024 | Presidio Capital Management LLC | 661 | $0.38M | 0.2% | +7.5% | 0.000% | |
11/1/2024 | Bensler LLC | 10,030 | $5.74M | 0.7% | +460.0% | 0.000% | |
11/1/2024 | Winthrop Advisory Group LLC | 6,947 | $3.98M | 0.5% | +18.3% | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 354 | $0.20M | 0.1% | N/A | 0.000% | |
11/1/2024 | Vista Capital Partners Inc. | 596 | $0.34M | 0.0% | +31.9% | 0.000% | |
11/1/2024 | Lewis Asset Management LLC | 10,935 | $6.26M | 4.6% | -29.6% | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 1,363 | $0.78M | 0.3% | N/A | 0.000% | |
11/1/2024 | Lifestyle Asset Management Inc. | 2,961 | $1.70M | 0.9% | +4.9% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 11,679 | $6.69M | 1.0% | +111.4% | 0.000% | |
10/31/2024 | TFB Advisors LLC | 3,845 | $2.20M | 0.7% | +1.3% | 0.000% | |
10/31/2024 | ARK Investment Management LLC | 397,921 | $227.79M | 2.1% | -8.2% | 0.016% | |
10/31/2024 | Mainstream Capital Management LLC | 8,143 | $4.66M | 4.0% | N/A | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 5,916 | $3.39M | 0.6% | +16.8% | 0.000% | |
10/31/2024 | Keynote Financial Services LLC | 371 | $0.21M | 0.2% | N/A | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 12,977 | $7.43M | 1.1% | +10.0% | 0.001% | |
10/31/2024 | Western Pacific Wealth Management LP | 5,239 | $3M | 2.0% | +22.8% | 0.000% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 1,264 | $0.72M | 0.1% | -4.7% | 0.000% | |
10/31/2024 | JB Capital LLC | 11,676 | $6.68M | 0.4% | +2.3% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 3,002 | $1.72M | 1.2% | +4.5% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 92,064 | $52.70M | 1.0% | +0.5% | 0.004% | |
10/31/2024 | Olstein Capital Management L.P. | 5,200 | $2.98M | 0.5% | -13.3% | 0.000% | |
10/31/2024 | Ascent Wealth Partners LLC | 15,563 | $8.91M | 1.2% | -0.1% | 0.001% | |
10/31/2024 | Washington Trust Bank | 23,266 | $13.32M | 1.3% | -0.1% | 0.001% | |
10/31/2024 | Jmac Enterprises LLC | 1,439 | $0.82M | 0.1% | +13.8% | 0.000% | |
10/31/2024 | Castle Wealth Management LLC | 2,164 | $1.24M | 0.5% | +34.0% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 5,564 | $3.19M | 1.6% | -14.9% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 3,368,361 | $1.93B | 1.1% | +6.5% | 0.133% | |
10/31/2024 | Montecito Bank & Trust | 3,432 | $1.97M | 0.3% | +12.4% | 0.000% | |
10/31/2024 | BNC Wealth Management LLC | 14,302 | $8.19M | 3.0% | +3.9% | 0.001% | |
10/31/2024 | WoodTrust Financial Corp | 911 | $0.52M | 0.1% | -44.6% | 0.000% | |
10/31/2024 | Cozad Asset Management Inc. | 24,785 | $14.19M | 1.4% | +6.8% | 0.001% | |
10/31/2024 | Jackson Square Capital LLC | 1,256 | $0.72M | 0.2% | +65.3% | 0.000% | |
10/31/2024 | Hanseatic Management Services Inc. | 2,738 | $1.57M | 2.2% | +5.2% | 0.000% | |
10/31/2024 | David J Yvars Group | 1,456 | $0.83M | 0.5% | -10.7% | 0.000% | |
10/31/2024 | Bridgewater Advisors Inc. | 28,385 | $16.84M | 1.8% | -3.6% | 0.001% | |
10/31/2024 | Ironsides Asset Advisors LLC | 519 | $0.30M | 0.1% | N/A | 0.000% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 2,490 | $1.43M | 0.3% | +5.0% | 0.000% | |
10/31/2024 | Exencial Wealth Advisors LLC | 69,290 | $39.67M | 1.4% | -3.3% | 0.003% | |
10/31/2024 | Advisors Management Group Inc. ADV | 412 | $0.24M | 0.1% | -4.6% | 0.000% | |
10/31/2024 | Advisor Resource Council | 2,822 | $1.62M | 0.7% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 19,281 | $11.04M | 0.7% | -3.4% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,723 | $0.99M | 0.7% | N/A | 0.000% | |
10/31/2024 | Wealth Architects LLC | 17,443 | $9.99M | 1.1% | -1.0% | 0.001% | |
10/31/2024 | Forte Capital LLC ADV | 2,230 | $1.28M | 0.1% | -19.0% | 0.000% | |
10/31/2024 | M&G PLC | 721,339 | $412.61M | 2.1% | +14.6% | 0.028% | |
10/31/2024 | D.B. Root & Company LLC | 5,728 | $3.28M | 1.1% | +6.2% | 0.000% | |
10/31/2024 | JNBA Financial Advisors | 2,031 | $1.16M | 0.1% | -5.8% | 0.000% | |
10/31/2024 | Spinnaker Trust | 1,798 | $1.03M | 0.1% | +7.7% | 0.000% | |
10/31/2024 | American Capital Advisory LLC | 4,196 | $2.40M | 1.4% | -41.7% | 0.000% | |
10/31/2024 | Donald L. Hagan LLC | 5,082 | $2.91M | 1.5% | -4.0% | 0.000% | |
10/31/2024 | CV Advisors LLC | 2,889 | $1.65M | 0.8% | +479.0% | 0.000% | |
10/31/2024 | Consilium Wealth Advisory LLC | 5,621 | $3.22M | 1.8% | +3.6% | 0.000% | |
10/30/2024 | Centennial Wealth Advisory LLC | 2,149 | $1.23M | 0.5% | +9.3% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 8,684 | $4.93M | 1.2% | +13.4% | 0.000% | |
10/30/2024 | Umpqua Bank | 781 | $0.45M | 0.2% | +5.4% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 3,723 | $2.13M | 0.7% | -1.5% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 7,947 | $4.55M | 1.9% | -4.3% | 0.000% | |