10/17/2024 | Aspiriant LLC | 2,885 | $1.42M | 0.1% | -1.6% | 0.000% | |
10/17/2024 | Trust Point Inc. | 6,211 | $3.07M | 0.2% | +4.2% | 0.001% | |
10/17/2024 | Aaron Wealth Advisors LLC | 5,344 | $2.64M | 0.3% | +14.2% | 0.001% | |
10/17/2024 | Stonegate Investment Group LLC | 15,898 | $7.85M | 0.2% | +2.1% | 0.002% | |
10/17/2024 | M3 Advisory Group LLC | 463 | $0.23M | 0.2% | N/A | 0.000% | |
10/17/2024 | Claro Advisors LLC | 12,931 | $6.39M | 0.6% | +259.9% | 0.001% | |
10/17/2024 | V Square Quantitative Management LLC | 15,801 | $7.80M | 1.1% | +7.2% | 0.002% | |
10/17/2024 | Sax Wealth Advisors LLC | 1,077 | $0.53M | 0.0% | +3.9% | 0.000% | |
10/17/2024 | BCS Wealth Management | 858 | $0.42M | 0.2% | +10.3% | 0.000% | |
10/17/2024 | RFG Advisory LLC | 11,900 | $5.88M | 0.2% | +29.8% | 0.001% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 2,935 | $1.45M | 0.2% | -7.4% | 0.000% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 99,125 | $48.95M | 0.5% | +3.6% | 0.011% | |
10/17/2024 | Marathon Asset Management Ltd | 116,137 | $57.37M | 1.6% | -15.4% | 0.012% | |
10/17/2024 | Bar Harbor Wealth Management | 16,347 | $8.07M | 0.5% | -3.2% | 0.002% | |
10/17/2024 | Sweet Financial Partners LLC | 6,254 | $3.09M | 0.7% | -1.3% | 0.001% | |
10/17/2024 | TruWealth Advisors LLC | 1,125 | $0.56M | 0.0% | -6.3% | 0.000% | |
10/17/2024 | Ellsworth Advisors LLC | 424 | $0.21M | 0.1% | N/A | 0.000% | |
10/17/2024 | Drake & Associates LLC | 833 | $0.41M | 0.1% | +20.2% | 0.000% | |
10/16/2024 | Trust Co. of Vermont | 60,085 | $29.67M | 1.5% | -3.4% | 0.006% | |
10/16/2024 | Secure Asset Management LLC | 473 | $0.23M | 0.0% | N/A | 0.000% | |
10/16/2024 | Trifecta Capital Advisors LLC | 90 | $44K | 0.0% | -25.0% | 0.000% | |
10/16/2024 | Bleakley Financial Group LLC | 24,428 | $12.06M | 0.4% | +0.7% | 0.003% | |
10/16/2024 | Optimum Investment Advisors | 4,855 | $2.40M | 1.0% | -0.5% | 0.001% | |
10/16/2024 | Global Retirement Partners LLC | 11,683 | $5.77M | 0.2% | +7.1% | 0.001% | |
10/16/2024 | Good Life Advisors LLC | 11,351 | $5.61M | 0.3% | +5.2% | 0.001% | |
10/16/2024 | Perigon Wealth Management LLC | 41,270 | $20.38M | 0.5% | -9.7% | 0.004% | |
10/16/2024 | Nottingham Advisors Inc. | 13,352 | $6.59M | 0.7% | -2.6% | 0.001% | |
10/16/2024 | Naviter Wealth LLC | 6,847 | $3.38M | 0.5% | -1.7% | 0.001% | |
10/16/2024 | Consolidated Capital Management LLC | 891 | $0.44M | 0.2% | -9.6% | 0.000% | |
10/16/2024 | Walter Public Investments Inc. | 40,090 | $19.80M | 3.5% | +22.2% | 0.004% | |
10/16/2024 | Cornerstone Wealth Management LLC | 4,351 | $2.15M | 0.2% | +0.5% | 0.000% | |
10/16/2024 | Bfsg LLC | 11,071 | $5.47M | 0.6% | -18.0% | 0.001% | |
10/16/2024 | B.O.S.S. Retirement Advisors LLC | 6,655 | $3.29M | 0.7% | +8.9% | 0.001% | |
10/16/2024 | AAFMAA Wealth Management & Trust LLC | 4,618 | $2.28M | 1.0% | +6.8% | 0.000% | |
10/16/2024 | Heritage Family Offices LLP | 3,971 | $1.96M | 1.0% | +27.8% | 0.000% | |
10/16/2024 | Physician Wealth Advisors Inc. | 1,644 | $0.83M | 0.1% | -8.4% | 0.000% | |
10/16/2024 | Firethorn Wealth Partners LLC | 1,292 | $0.64M | 0.3% | -1.7% | 0.000% | |
10/16/2024 | Provident Wealth Management LLC | 509 | $0.25M | 0.1% | +9.2% | 0.000% | |
10/16/2024 | Carderock Capital Management Inc. | 24,307 | $12M | 2.8% | -5.9% | 0.003% | |
10/16/2024 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 911 | $0.45M | 0.0% | -7.4% | 0.000% | |
10/16/2024 | Indiana Trust & Investment Management Co | 2,019 | $1M | 0.3% | +10.7% | 0.000% | |
10/16/2024 | Regent Peak Wealth Advisors LLC | 1,755 | $0.87M | 0.2% | +1.4% | 0.000% | |
10/16/2024 | Transform Wealth LLC | 15,083 | $7.45M | 0.5% | +1.4% | 0.002% | |
10/16/2024 | Vontobel Holding Ltd. | 1,947,699 | $961.77M | 3.1% | -4.6% | 0.210% | |
10/16/2024 | McKinley Carter Wealth Services Inc. | 20,576 | $10.16M | 0.6% | +0.3% | 0.002% | |
10/16/2024 | Sumitomo Life Insurance Co. | 27,927 | $13.79M | 0.3% | +0.9% | 0.003% | |
10/16/2024 | Peoples Financial Services CORP. | 7,131 | $3.52M | 1.6% | -13.1% | 0.001% | |
10/16/2024 | Sunpointe LLC | 1,387 | $0.69M | 0.6% | +4.8% | 0.000% | |
10/16/2024 | SeaCrest Wealth Management LLC | 2,831 | $1.40M | 0.2% | +3.9% | 0.000% | |
10/16/2024 | Stage Harbor Financial LLC | 642 | $0.32M | 0.3% | +10.3% | 0.000% | |
10/16/2024 | Stableford Capital II LLC | 5,504 | $2.76M | 1.1% | -1.5% | 0.001% | |
10/16/2024 | Safeguard Financial LLC | 716 | $0.35M | 0.1% | +15.5% | 0.000% | |
10/16/2024 | Piscataqua Savings Bank | 5,733 | $2.83M | 2.4% | -1.0% | 0.001% | |
10/16/2024 | Jamison Private Wealth Management Inc. | 222 | $0.11M | 0.0% | +28.3% | 0.000% | |
10/16/2024 | Opal Wealth Advisors LLC | 427 | $0.21M | 0.1% | -31.4% | 0.000% | |
10/16/2024 | Asset Dedication LLC | 8,458 | $4.18M | 0.3% | -13.8% | 0.001% | |
10/16/2024 | CFM Wealth Partners LLC | 12,246 | $5.90M | 1.2% | -8.1% | 0.001% | |
10/16/2024 | Cascade Investment Group Inc. | 845 | $0.42M | 0.3% | -3.3% | 0.000% | |
10/16/2024 | Braun Bostich & Associates Inc. | 867 | $0.43M | 0.3% | +20.2% | 0.000% | |
10/16/2024 | Applied Capital LLC FL | 6,088 | $3.01M | 2.3% | -0.5% | 0.001% | |
10/16/2024 | Acorn Creek Capital LLC | 560 | $0.28M | 0.1% | +7.5% | 0.000% | |
10/16/2024 | EdgeRock Capital LLC | 984 | $0.49M | 0.3% | +4.7% | 0.000% | |
10/16/2024 | Kapitalo Investimentos Ltda | 4,069 | $2.01M | 0.5% | -87.8% | 0.000% | |
10/16/2024 | ERn Financial LLC | 457 | $0.23M | 0.0% | N/A | 0.000% | |
10/16/2024 | Brady Family Wealth LLC | 1,605 | $0.79M | 0.2% | +3.2% | 0.000% | |
10/15/2024 | Foster Victor Wealth Advisors LLC | 46,770 | $23.38M | 1.6% | +2.8% | 0.005% | |
10/15/2024 | First United Bank & Trust | 4,352 | $2.15M | 0.8% | -11.1% | 0.000% | |
10/15/2024 | Regatta Capital Group LLC | 2,867 | $1.42M | 0.3% | +1.4% | 0.000% | |
10/15/2024 | Petredis Investment Advisors LLC | 8,719 | $4.31M | 0.5% | +0.3% | 0.001% | |
10/15/2024 | Prospect Financial Services LLC | 707 | $0.35M | 0.2% | N/A | 0.000% | |
10/15/2024 | Hutchens & Kramer Investment Management Group LLC | 3,615 | $1.79M | 1.0% | -11.4% | 0.000% | |
10/15/2024 | Luts & Greenleigh Group Inc. | 799 | $0.40M | 0.4% | +31.4% | 0.000% | |
10/15/2024 | Investment Advisory Group LLC | 695 | $0.34M | 0.1% | +4.5% | 0.000% | |
10/15/2024 | Dover Advisors LLC | 437 | $0.22M | 0.1% | N/A | 0.000% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 605 | $0.30M | 0.0% | +19.8% | 0.000% | |
10/15/2024 | Lockerman Financial Group Inc. | 878 | $0.43M | 0.7% | +4.9% | 0.000% | |
10/15/2024 | Cabot Wealth Management Inc. | 435 | $0.22M | 0.0% | N/A | 0.000% | |
10/15/2024 | Shulman DeMeo Asset Management LLC | 443 | $0.22M | 0.1% | N/A | 0.000% | |
10/15/2024 | RDA Financial Network | 2,951 | $1.46M | 0.5% | +3.7% | 0.000% | |
10/15/2024 | Watershed Private Wealth LLC | 589 | $0.29M | 0.1% | +5.4% | 0.000% | |
10/15/2024 | von Borstel & Associates Inc. | 571 | $0.28M | 0.2% | N/A | 0.000% | |
10/15/2024 | Swedbank AB | 1,874,568 | $925.66M | 1.2% | +14.8% | 0.202% | |
10/15/2024 | Zhang Financial LLC | 1,641 | $0.81M | 0.1% | +3.2% | 0.000% | |
10/15/2024 | Norway Savings Bank | 1,049 | $0.52M | 0.3% | -7.3% | 0.000% | |
10/15/2024 | NBC Securities Inc. | 8,065 | $3.98M | 0.3% | -2.2% | 0.001% | |
10/15/2024 | Richwood Investment Advisors LLC | 3,866 | $1.91M | 1.6% | -1.2% | 0.000% | |
10/15/2024 | Boomfish Wealth Group LLC | 5,463 | $2.70M | 1.7% | -1.1% | 0.001% | |
10/11/2024 | Creative Planning | 205,594 | $101.52M | 0.1% | +5.8% | 0.022% | |
10/11/2024 | Wesbanco Bank Inc. | 71,126 | $35.12M | 1.2% | -1.9% | 0.008% | |
10/11/2024 | CX Institutional | 9,041 | $4.46M | 0.2% | -38.6% | 0.001% | |
10/11/2024 | Harrington Investments INC | 3,225 | $1.59M | 0.9% | +14.0% | 0.000% | |
10/11/2024 | Kathleen S. Wright Associates Inc. | 601 | $0.30M | 0.1% | -11.1% | 0.000% | |
10/11/2024 | Sivia Capital Partners LLC | 1,861 | $0.92M | 0.5% | +10.4% | 0.000% | |
10/11/2024 | Grove Bank & Trust | 8,972 | $4.43M | 0.7% | +2.7% | 0.001% | |
10/11/2024 | Elmwood Wealth Management Inc. | 5,815 | $2.87M | 1.2% | -1.2% | 0.001% | |
10/11/2024 | Fiduciary Alliance LLC | 3,136 | $1.55M | 0.2% | +148.3% | 0.000% | |
10/11/2024 | ORG Partners LLC | 675 | $0.33M | 0.1% | -78.1% | 0.000% | |
10/11/2024 | Granite Harbor Advisors Inc. | 1,379 | $0.68M | 0.4% | +14.3% | 0.000% | |
10/11/2024 | Elk River Wealth Management LLC | 25,591 | $12.64M | 2.3% | +0.6% | 0.003% | |
10/11/2024 | Affinity Wealth Management LLC | 15,670 | $7.74M | 1.4% | -0.2% | 0.002% | |