11/1/2024 | Objective Capital Management LLC | 732 | $0.52M | 0.3% | N/A | 0.000% | |
11/1/2024 | Fairway Wealth LLC | 202 | $0.14M | 0.1% | -18.9% | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 2,979 | $2.11M | 0.2% | +0.7% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 1,046 | $0.74M | 0.0% | -5.2% | 0.000% | |
11/1/2024 | Assetmark Inc. | 24,769 | $17.57M | 0.0% | +11.6% | 0.006% | |
11/1/2024 | Verdence Capital Advisors LLC | 1,491 | $1.06M | 0.1% | -11.0% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 1,539 | $1.09M | 0.1% | +24.2% | 0.000% | |
11/1/2024 | Executive Wealth Management LLC | 1,380 | $0.98M | 0.1% | +67.1% | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 680 | $0.48M | 0.0% | +88.4% | 0.000% | |
11/1/2024 | Able Wealth Management LLC | 750 | $0.53M | 0.4% | -2.2% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 2,519 | $1.79M | 0.1% | N/A | 0.001% | |
11/1/2024 | Leavell Investment Management Inc. | 622 | $0.44M | 0.0% | +11.3% | 0.000% | |
11/1/2024 | Hollencrest Capital Management | 1,659 | $1.18M | 0.0% | -8.3% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 387 | $0.27M | 0.1% | -29.1% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 534 | $0.38M | 0.1% | +30.6% | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 417 | $0.30M | 0.2% | -47.0% | 0.000% | |
11/1/2024 | Quantum Private Wealth LLC | 8,441 | $5.99M | 2.0% | -3.4% | 0.002% | |
11/1/2024 | Stiles Financial Services Inc | 593 | $0.42M | 0.1% | +82.5% | 0.000% | |
11/1/2024 | AIA Group Ltd | 22,826 | $16.19M | 0.4% | +7.8% | 0.005% | |
11/1/2024 | Reik & CO. LLC | 13,122 | $9.31M | 2.2% | +4.7% | 0.003% | |
11/1/2024 | Summit Global Investments | 999 | $0.71M | 0.0% | +35.0% | 0.000% | |
11/1/2024 | Bensler LLC | 15,895 | $11.27M | 1.4% | +4.3% | 0.004% | |
11/1/2024 | Lewis Asset Management LLC | 317 | $0.23M | 0.2% | N/A | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 2,241 | $1.59M | 0.6% | -7.4% | 0.001% | |
11/1/2024 | Lifestyle Asset Management Inc. | 502 | $0.36M | 0.2% | +10.8% | 0.000% | |
10/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 1,140 | $0.81M | 0.4% | -5.2% | 0.000% | |
10/31/2024 | TFB Advisors LLC | 513 | $0.36M | 0.1% | +5.6% | 0.000% | |
10/31/2024 | Mainstream Capital Management LLC | 2,217 | $1.57M | 1.3% | N/A | 0.001% | |
10/31/2024 | Portside Wealth Group LLC | 10,652 | $7.56M | 1.3% | -1.9% | 0.002% | |
10/31/2024 | Consolidated Planning Corp | 6,750 | $4.79M | 0.7% | +36.8% | 0.002% | |
10/31/2024 | Western Pacific Wealth Management LP | 203 | $0.14M | 0.1% | N/A | 0.000% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 433 | $0.31M | 0.0% | +6.7% | 0.000% | |
10/31/2024 | JB Capital LLC | 516 | $0.37M | 0.0% | +14.2% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 1,236 | $0.88M | 0.2% | -4.5% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 8,599 | $6.10M | 0.1% | +0.4% | 0.002% | |
10/31/2024 | Mcdonald Capital Investors Inc. CA | 213,685 | $151.56M | 9.3% | -2.3% | 0.050% | |
10/31/2024 | Montecito Bank & Trust | 868 | $0.62M | 0.1% | +14.5% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,692,563 | $1.20B | 0.7% | +13.3% | 0.396% | |
10/31/2024 | Woodmont Investment Counsel LLC | 724 | $0.51M | 0.0% | -2.4% | 0.000% | |
10/31/2024 | Cozad Asset Management Inc. | 917 | $0.65M | 0.1% | +4.3% | 0.000% | |
10/31/2024 | BNC Wealth Management LLC | 2,923 | $2.07M | 0.8% | +15.5% | 0.001% | |
10/31/2024 | Jackson Square Capital LLC | 8,314 | $5.90M | 1.5% | +118.4% | 0.002% | |
10/31/2024 | Hanseatic Management Services Inc. | 1,000 | $0.71M | 1.0% | +5.0% | 0.000% | |
10/31/2024 | Malaga Cove Capital LLC | 1,584 | $1.12M | 0.5% | +1.4% | 0.000% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 703 | $0.50M | 0.1% | +4.9% | 0.000% | |
10/31/2024 | Advisor Resource Council | 485 | $0.34M | 0.2% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 4,283 | $3.04M | 0.2% | +2.7% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 941 | $0.67M | 0.5% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 2,030 | $1.44M | 0.2% | -3.3% | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 318 | $0.23M | 0.1% | -58.8% | 0.000% | |
10/31/2024 | M&G PLC | 24,768 | $17.56M | 0.1% | +40.8% | 0.006% | |
10/31/2024 | American Capital Advisory LLC | 1,708 | $1.21M | 0.7% | +5,237.5% | 0.000% | |
10/31/2024 | Donald L. Hagan LLC | 1,071 | $0.76M | 0.4% | +9.5% | 0.000% | |
10/31/2024 | CV Advisors LLC | 634 | $0.45M | 0.2% | N/A | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 8,898 | $6.31M | 0.2% | +9.5% | 0.002% | |
10/30/2024 | Umpqua Bank | 1,775 | $1.26M | 0.5% | -3.3% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 595 | $0.42M | 0.1% | -2.5% | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 1,144 | $0.81M | 0.1% | -1.7% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 2,412 | $1.71M | 0.6% | +9.6% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,697 | $1.20M | 0.1% | -1.8% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 1,274 | $0.90M | 0.3% | -6.6% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 293 | $0.21M | 0.0% | N/A | 0.000% | |
10/30/2024 | Balentine LLC | 647 | $0.46M | 0.0% | -12.0% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 5,212 | $3.70M | 1.4% | -1.5% | 0.001% | |
10/30/2024 | Financial Partners Group Inc | 983 | $0.70M | 0.1% | +2.6% | 0.000% | |
10/30/2024 | Austin Private Wealth LLC | 714 | $0.51M | 0.0% | +3.6% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 3,027 | $2.15M | 0.0% | +7.2% | 0.001% | |
10/30/2024 | NorthRock Partners LLC | 3,237 | $2.30M | 0.2% | -31.7% | 0.001% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 2,900 | $2.06M | 0.4% | +2.4% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 1,369 | $0.97M | 0.0% | -2.5% | 0.000% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 12,648 | $8.93M | 1.6% | +1.5% | 0.003% | |
10/30/2024 | Hanlon Investment Management Inc. | 343 | $0.24M | 0.1% | +11.0% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 2,314 | $1.64M | 0.1% | +30.5% | 0.001% | |
10/30/2024 | Geneva Partners LLC | 5,222 | $3.70M | 1.6% | N/A | 0.001% | |
10/30/2024 | Amalgamated Bank | 91,559 | $64.94M | 0.5% | -0.8% | 0.021% | |
10/30/2024 | United Advisor Group LLC | 839 | $0.60M | 0.1% | +23.0% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 3,816 | $2.71M | 0.4% | -1.2% | 0.001% | |
10/30/2024 | ASB Consultores LLC | 1,484 | $1.05M | 0.4% | -1.8% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 34,036 | $24.14M | 0.6% | -4.2% | 0.008% | |
10/30/2024 | Greenwood Capital Associates LLC | 5,606 | $3.98M | 0.5% | -1.5% | 0.001% | |
10/30/2024 | Moloney Securities Asset Management LLC | 1,096 | $0.78M | 0.1% | N/A | 0.000% | |
10/30/2024 | Solitude Financial Services | 400 | $0.28M | 0.1% | -20.0% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 332 | $0.24M | 0.0% | -19.8% | 0.000% | |
10/30/2024 | Rational Advisors LLC | 4,700 | $3.33M | 0.3% | -9.6% | 0.001% | |
10/30/2024 | Impax Asset Management Group plc | 16,159 | $11.46M | 0.0% | -9.5% | 0.004% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 750 | $0.54M | 0.2% | +149.2% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 813 | $0.58M | 0.0% | -76.0% | 0.000% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 169,200 | $120.01M | 0.8% | -2.1% | 0.040% | |
10/30/2024 | PDS Planning Inc | 2,130 | $1.51M | 0.1% | +2.1% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 1,020 | $0.72M | 0.3% | -17.0% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 4,947 | $3.51M | 1.3% | +3.4% | 0.001% | |
10/30/2024 | Signify Wealth | 506 | $0.36M | 0.4% | N/A | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 89,045 | $63.16M | 0.7% | +5.5% | 0.021% | |
10/30/2024 | Asset Management One Co. Ltd. | 193,498 | $137.24M | 0.5% | +0.1% | 0.045% | |
10/30/2024 | National Pension Service | 868,368 | $615.91M | 0.6% | +14.0% | 0.203% | |
10/30/2024 | Cohen Capital Management Inc. | 1,062 | $0.75M | 0.1% | +129.9% | 0.000% | |
10/30/2024 | Vestor Capital LLC | 11,976 | $8.49M | 0.7% | +37.5% | 0.003% | |
10/29/2024 | Northeast Investment Management | 5,609 | $3.98M | 0.2% | +88.6% | 0.001% | |
10/29/2024 | Roman Butler Fullerton & Co. | 1,029 | $0.73M | 0.2% | -74.4% | 0.000% | |
10/29/2024 | Citizens National Bank Trust Department | 698 | $0.50M | 0.1% | -4.3% | 0.000% | |