11/5/2024 | Dillon & Associates Inc. | 24,274 | $11.92M | 1.7% | +1.2% | 0.007% | |
11/5/2024 | RPG Investment Advisory LLC | 31,844 | $15.64M | 2.2% | -12.7% | 0.009% | |
11/5/2024 | Geneva Capital Management LLC | 3,963 | $1.95M | 0.0% | -8.0% | 0.001% | |
11/5/2024 | Victory Capital Management Inc. | 457,024 | $224.52M | 0.2% | +2.3% | 0.128% | |
11/5/2024 | Aptus Capital Advisors LLC | 30,150 | $14.81M | 0.2% | +17.7% | 0.008% | |
11/5/2024 | Savvy Advisors Inc. | 1,004 | $0.49M | 0.1% | N/A | 0.000% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 884 | $0.43M | 0.0% | -2.2% | 0.000% | |
11/5/2024 | Proactive Wealth Strategies LLC | 887 | $0.44M | 0.2% | N/A | 0.000% | |
11/5/2024 | Verus Capital Partners LLC | 994 | $0.49M | 0.0% | -80.4% | 0.000% | |
11/5/2024 | Rakuten Securities Inc. | 175 | $86K | 0.0% | -41.1% | 0.000% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 1,450,638 | $712.66M | 0.5% | +3.5% | 0.407% | |
11/5/2024 | Baillie Gifford & Co. | 3,848,547 | $1.89B | 1.4% | +0.6% | 1.081% | |
11/5/2024 | WealthPlan Investment Management LLC | 1,983 | $0.97M | 0.1% | +34.9% | 0.001% | |
11/5/2024 | Patron Partners LLC | 1,823 | $0.90M | 0.5% | -1.2% | 0.001% | |
11/5/2024 | First National Trust Co | 12,919 | $6.35M | 0.2% | +1.5% | 0.004% | |
11/5/2024 | Harbour Investments Inc. | 1,512 | $0.74M | 0.0% | +2.6% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 10,536 | $5.18M | 0.1% | +2.2% | 0.003% | |
11/5/2024 | Vantage Investment Partners LLC | 16,480 | $8.10M | 0.7% | -13.7% | 0.005% | |
11/5/2024 | Everhart Financial Group Inc. | 3,046 | $1.50M | 0.3% | +13.7% | 0.001% | |
11/5/2024 | WCM Investment Management LLC | 1,201,311 | $575.64M | 1.3% | -1.9% | 0.337% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 786 | $0.39M | 0.0% | +13.7% | 0.000% | |
11/4/2024 | Venturi Wealth Management LLC | 1,351 | $0.66M | 0.0% | +166.5% | 0.000% | |
11/4/2024 | Jaffetilchin Investment Partners LLC | 7,859 | $3.86M | 0.3% | -1.6% | 0.002% | |
11/4/2024 | Jag Capital Management LLC | 42,502 | $20.88M | 2.5% | +10.8% | 0.012% | |
11/4/2024 | Addison Advisors LLC | 68 | $33K | 0.0% | -84.2% | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 2,259 | $1.11M | 0.2% | -1.7% | 0.001% | |
11/4/2024 | Chartwell Investment Partners LLC | 40,438 | $19.87M | 0.7% | +38.0% | 0.011% | |
11/4/2024 | Peregrine Asset Advisers Inc. | 11,795 | $5.80M | 2.0% | N/A | 0.003% | |
11/4/2024 | Ashton Thomas Securities LLC | 3,405 | $1.67M | 0.3% | +12.7% | 0.001% | |
11/4/2024 | Los Angeles Capital Management LLC | 53,789 | $26.43M | 0.1% | +230.5% | 0.015% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 503 | $0.25M | 0.1% | +4.1% | 0.000% | |
11/4/2024 | Meritage Portfolio Management | 427 | $0.21M | 0.0% | N/A | 0.000% | |
11/4/2024 | Crossmark Global Holdings Inc. | 20,675 | $10.16M | 0.2% | -4.5% | 0.006% | |
11/4/2024 | Tyler Stone Wealth Management | 1,284 | $0.63M | 0.1% | +107.1% | 0.000% | |
11/4/2024 | Kampmann Melissa S. | 6,363 | $3.13M | 2.2% | -5.1% | 0.002% | |
11/4/2024 | Colonial River Investments LLC | 440 | $0.22M | 0.1% | -86.1% | 0.000% | |
11/4/2024 | Riverstone Advisors LLC | 730 | $0.36M | 0.2% | +28.1% | 0.000% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 1,836 | $0.90M | 0.2% | +98.9% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 10,093 | $4.96M | 0.1% | -19.6% | 0.003% | |
11/4/2024 | Liberty Wealth Management LLC | 10,267 | $5.04M | 0.9% | -8.1% | 0.003% | |
11/4/2024 | Sigma Planning Corp | 8,548 | $4.20M | 0.1% | -2.9% | 0.002% | |
11/2/2024 | 17 Capital Partners LLC | 1,816 | $0.89M | 0.6% | -16.8% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 1,065 | $0.52M | 0.1% | -34.8% | 0.000% | |
11/1/2024 | Atria Investments Inc | 36,234 | $17.80M | 0.2% | -10.5% | 0.010% | |
11/1/2024 | Field & Main Bank | 3,396 | $1.67M | 0.6% | +0.7% | 0.001% | |
11/1/2024 | Objective Capital Management LLC | 951 | $0.47M | 0.3% | N/A | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 16,793 | $8.25M | 0.8% | -12.7% | 0.005% | |
11/1/2024 | Scott & Selber Inc. | 6,903 | $3.39M | 1.1% | -0.5% | 0.002% | |
11/1/2024 | Lindbrook Capital LLC | 1,345 | $0.66M | 0.1% | -15.4% | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 175,266 | $86.10M | 1.2% | +10.5% | 0.049% | |
11/1/2024 | Klingman & Associates LLC | 725 | $0.36M | 0.0% | +6.5% | 0.000% | |
11/1/2024 | Assetmark Inc. | 81,554 | $40.07M | 0.1% | +21.8% | 0.023% | |
11/1/2024 | Verdence Capital Advisors LLC | 1,494 | $0.73M | 0.1% | -12.3% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 1,748 | $0.86M | 0.1% | +15.2% | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 19,961 | $9.81M | 0.8% | -3.6% | 0.006% | |
11/1/2024 | CWA Asset Management Group LLC | 4,366 | $2.15M | 0.1% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 3,248 | $1.60M | 0.1% | -11.7% | 0.001% | |
11/1/2024 | Beckerman Institutional LLC | 604 | $0.30M | 0.3% | N/A | 0.000% | |
11/1/2024 | Leavell Investment Management Inc. | 3,531 | $1.74M | 0.1% | +0.7% | 0.001% | |
11/1/2024 | Hollencrest Capital Management | 4,377 | $2.15M | 0.1% | +0.8% | 0.001% | |
11/1/2024 | ABLE Financial Group LLC | 1,230 | $0.60M | 0.2% | N/A | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 78 | $38K | 0.0% | N/A | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 4,937 | $2.43M | 0.9% | +1.2% | 0.001% | |
11/1/2024 | AIA Group Ltd | 17,811 | $8.75M | 0.2% | -3.1% | 0.005% | |
11/1/2024 | Summit Global Investments | 623 | $0.31M | 0.0% | N/A | 0.000% | |
10/31/2024 | Sittner & Nelson LLC | 934 | $0.46M | 0.2% | -2.6% | 0.000% | |
10/31/2024 | TFB Advisors LLC | 1,718 | $0.84M | 0.3% | +4.8% | 0.000% | |
10/31/2024 | Trinity Legacy Partners LLC | 850 | $0.41M | 0.1% | -15.5% | 0.000% | |
10/31/2024 | Tandem Investment Advisors Inc. | 9,772 | $4.80M | 0.2% | -17.9% | 0.003% | |
10/31/2024 | ARK Investment Management LLC | 19,804 | $9.73M | 0.1% | -40.5% | 0.006% | |
10/31/2024 | Portside Wealth Group LLC | 1,165 | $0.57M | 0.1% | +15.5% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 8,099 | $3.98M | 0.6% | +17.4% | 0.002% | |
10/31/2024 | JB Capital LLC | 433 | $0.21M | 0.0% | -13.1% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 480 | $0.24M | 0.2% | N/A | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 5,775 | $2.84M | 0.1% | -24.3% | 0.002% | |
10/31/2024 | Principal Financial Group Inc. | 602,393 | $295.94M | 0.2% | +1.5% | 0.169% | |
10/31/2024 | BNC Wealth Management LLC | 10,545 | $5.18M | 1.9% | +5.4% | 0.003% | |
10/31/2024 | Malaga Cove Capital LLC | 4,581 | $2.25M | 0.9% | -1.3% | 0.001% | |
10/31/2024 | Graypoint LLC | 2,496 | $1.23M | 0.1% | +7.5% | 0.001% | |
10/31/2024 | Wealth Architects LLC | 464 | $0.23M | 0.0% | -77.7% | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 37,787 | $18.56M | 2.1% | -5.5% | 0.011% | |
10/31/2024 | D.B. Root & Company LLC | 837 | $0.41M | 0.1% | -18.3% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 9,873 | $4.85M | 0.1% | +98.7% | 0.003% | |
10/30/2024 | Umpqua Bank | 2,942 | $1.45M | 0.5% | -5.6% | 0.001% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 447 | $0.22M | 0.0% | -8.2% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 103,698 | $50.94M | 1.7% | -17.0% | 0.029% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,877 | $0.92M | 0.1% | -21.9% | 0.001% | |
10/30/2024 | Catalina Capital Group LLC | 2,668 | $1.31M | 0.4% | +6.6% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 656 | $0.32M | 0.0% | +7.0% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 11,191 | $5.50M | 0.5% | -1.3% | 0.003% | |
10/30/2024 | Falcon Wealth Planning | 5,693 | $2.80M | 0.3% | +0.4% | 0.002% | |
10/30/2024 | Crestwood Advisors Group LLC | 4,432 | $2.18M | 0.0% | +3.2% | 0.001% | |
10/30/2024 | NorthRock Partners LLC | 1,465 | $0.72M | 0.1% | -17.3% | 0.000% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 9,818 | $4.76M | 0.9% | +4.8% | 0.003% | |
10/30/2024 | Pittenger & Anderson Inc. | 59,644 | $29.30M | 1.1% | +0.8% | 0.017% | |
10/30/2024 | Amalgamated Bank | 76,579 | $37.62M | 0.3% | +0.8% | 0.022% | |
10/30/2024 | Sentry Investment Management LLC | 2,911 | $1.43M | 0.6% | +6.2% | 0.001% | |
10/30/2024 | United Advisor Group LLC | 2,416 | $1.19M | 0.3% | +3.6% | 0.001% | |
10/30/2024 | Central Bank & Trust Co. | 20,202 | $9.93M | 1.4% | -9.5% | 0.006% | |
10/30/2024 | ASB Consultores LLC | 844 | $0.42M | 0.2% | N/A | 0.000% | |