10/25/2024 | Voisard Asset Management Group Inc. | 6,224 | $0.76M | 0.3% | +6.9% | 0.000% | |
10/25/2024 | S.A. Mason LLC | 91,230 | $11.08M | 5.9% | +2.0% | 0.000% | |
10/25/2024 | 1620 Investment Advisors Inc. | 418 | $51K | 0.0% | +145.9% | 0.000% | |
10/25/2024 | Folger Nolan Fleming Douglas Capital Management Inc. | 75,642 | $9.19M | 0.9% | -5.5% | 0.000% | |
10/25/2024 | Boyd Wealth Management LLC | 1,700 | $0.21M | 0.1% | N/A | 0.000% | |
10/25/2024 | Solidarity Wealth LLC | 13,683 | $1.66M | 0.5% | -0.9% | 0.000% | |
10/25/2024 | TNF LLC | 7,829 | $0.95M | 0.3% | +6.7% | 0.000% | |
10/25/2024 | Oak Harvest Investment Services | 58,973 | $7.16M | 1.0% | -21.6% | 0.000% | |
10/25/2024 | Burr Financial Services LLC | 514,947 | $62.54M | 44.3% | -0.4% | 0.002% | |
10/25/2024 | Hudson Valley Investment Advisors Inc. ADV | 322,486 | $39.16M | 4.3% | +628.7% | 0.001% | |
10/25/2024 | Tandem Capital Management Corp ADV | 9,595 | $1.17M | 0.6% | +29.3% | 0.000% | |
10/25/2024 | Fiducient Advisors LLC | 49,508 | $6.01M | 0.7% | -39.8% | 0.000% | |
10/25/2024 | JFS Wealth Advisors LLC | 15,247 | $1.85M | 0.1% | +15.5% | 0.000% | |
10/25/2024 | Sunburst Financial Group LLC | 32,741 | $3.98M | 1.0% | +0.5% | 0.000% | |
10/25/2024 | Diversify Wealth Management LLC | 143,263 | $17.40M | 1.5% | +69.0% | 0.001% | |
10/25/2024 | Pinnacle Associates Ltd. | 103,263 | $12.54M | 0.2% | -89.1% | 0.000% | |
10/25/2024 | First Trust Direct Indexing L.P. | 790,668 | $96.02M | 5.1% | +9.6% | 0.003% | |
10/25/2024 | WASHINGTON TRUST Co | 677,642 | $82.29M | 2.9% | -7.0% | 0.003% | |
10/25/2024 | Milestones Administradora de Recursos Ltda. | 27,434 | $3.33M | 1.3% | +55.1% | 0.000% | |
10/25/2024 | Echo45 Advisors LLC | 10,968 | $1.33M | 0.9% | -6.5% | 0.000% | |
10/25/2024 | Capstone Triton Financial Group LLC | 42,050 | $5.11M | 3.3% | -1.6% | 0.000% | |
10/25/2024 | Evermay Wealth Management LLC | 20,630 | $2.51M | 0.4% | +2.3% | 0.000% | |
10/25/2024 | New York State Teachers Retirement System | 22,815,710 | $2.77B | 5.7% | -4.0% | 0.093% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 38,565 | $4.68M | 2.2% | -6.4% | 0.000% | |
10/25/2024 | Edge Financial Advisors LLC | 4,324 | $0.53M | 0.5% | N/A | 0.000% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,285,011 | $156.05M | 1.4% | +3.0% | 0.005% | |
10/25/2024 | WestEnd Advisors LLC | 227,205 | $27.59M | 0.7% | -0.9% | 0.001% | |
10/25/2024 | Ariston Services Group | 3,569 | $0.43M | 0.4% | N/A | 0.000% | |
10/25/2024 | Golden State Equity Partners | 200,618 | $24.36M | 5.4% | -20.3% | 0.001% | |
10/25/2024 | Highline Wealth Partners LLC | 172,694 | $20.97M | 7.0% | N/A | 0.001% | |
10/25/2024 | Creekmur Asset Management LLC | 168,828 | $20.50M | 4.8% | +3.2% | 0.001% | |
10/25/2024 | GSB Wealth Management LLC | 31,852 | $3.87M | 1.0% | +4.4% | 0.000% | |
10/25/2024 | Adams Diversified Equity Fund Inc. | 1,425,000 | $173.05M | 6.4% | -11.5% | 0.006% | |
10/25/2024 | Pathway Financial Advisers LLC | 13,836 | $1.68M | 0.0% | -1.6% | 0.000% | |
10/25/2024 | Great Diamond Partners LLC | 41,492 | $5.04M | 1.3% | -24.6% | 0.000% | |
10/25/2024 | WD Rutherford LLC | 125,032 | $15.18M | 7.4% | -3.8% | 0.001% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 30,417 | $3.69M | 1.1% | +0.4% | 0.000% | |
10/25/2024 | Adell Harriman & Carpenter Inc. | 886,558 | $107.66M | 7.8% | -2.8% | 0.004% | |
10/25/2024 | Avitas Wealth Management LLC | 331,921 | $40.31M | 5.7% | +1.2% | 0.001% | |
10/25/2024 | Childress Capital Advisors LLC | 95,492 | $11.60M | 3.1% | +0.3% | 0.000% | |
10/25/2024 | Highview Capital Management LLC DE | 54,743 | $6.65M | 2.7% | +4.9% | 0.000% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 57,731 | $7.01M | 0.3% | -2.5% | 0.000% | |
10/25/2024 | Lodestar Private Asset Management LLC | 20,659 | $2.51M | 0.3% | +6.9% | 0.000% | |
10/25/2024 | Better Money Decisions LLC | 9,495 | $1.15M | 0.8% | +4.8% | 0.000% | |
10/25/2024 | Deltec Asset Management LLC | 165,540 | $20.10M | 4.0% | +1.2% | 0.001% | |
10/25/2024 | Eagle Strategies LLC | 79,442 | $9.65M | 1.7% | +5.7% | 0.000% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 58,054 | $7.05M | 7.4% | -34.3% | 0.000% | |
10/25/2024 | Fidelis Capital Partners LLC | 264,053 | $32.07M | 3.8% | +5.1% | 0.001% | |
10/25/2024 | Valmark Advisers Inc. | 131,320 | $15.95M | 0.2% | +2.2% | 0.001% | |
10/25/2024 | Bay Rivers Group | 105,070 | $12.76M | 6.3% | -3.9% | 0.000% | |
10/25/2024 | Andina Capital Management LLC | 2,353 | $0.29M | 0.2% | -39.7% | 0.000% | |
10/25/2024 | American Financial Advisors LLC | 19,399 | $2.36M | 0.3% | +3.6% | 0.000% | |
10/25/2024 | Aletheian Wealth Advisors LLC | 21,136 | $2.57M | 1.5% | -54.6% | 0.000% | |
10/25/2024 | Davidson Capital Management Inc. | 26,527 | $3.22M | 0.9% | -16.0% | 0.000% | |
10/25/2024 | GW Henssler & Associates Ltd. | 17,415 | $2.12M | 0.1% | +4.4% | 0.000% | |
10/25/2024 | Ramsay Stattman Vela & Price Inc. | 170,740 | $20.74M | 3.9% | -9.5% | 0.001% | |
10/25/2024 | Dodds Wealth LLC | 14,282 | $1.93M | 0.5% | +14.0% | 0.000% | |
10/25/2024 | Tyche Wealth Partners LLC | 72,538 | $8.81M | 2.0% | +0.5% | 0.000% | |
10/25/2024 | Hedeker Wealth LLC | 105,603 | $12.82M | 3.4% | +391.1% | 0.000% | |
10/25/2024 | Vista Finance LLC | 1,826 | $0.22M | 0.3% | N/A | 0.000% | |
10/25/2024 | PBMares Wealth Management LLC | 16,101 | $1.96M | 0.4% | -6.4% | 0.000% | |
10/25/2024 | Abich Financial Wealth Management LLC | 406 | $49K | 0.1% | -82.7% | 0.000% | |
10/25/2024 | Caldwell Sutter Capital Inc. | 4,674 | $0.57M | 0.3% | -35.7% | 0.000% | |
10/25/2024 | Farmers & Merchants Investments Inc. | 73,697 | $8.95M | 0.3% | +2.4% | 0.000% | |
10/25/2024 | Cutter & CO Brokerage Inc. | 28,568 | $3.47M | 0.8% | +18.9% | 0.000% | |
10/25/2024 | True Link Financial Advisors LLC | 2,152 | $0.26M | 0.0% | -15.6% | 0.000% | |
10/25/2024 | MONECO Advisors LLC | 96,837 | $11.76M | 1.5% | +3.6% | 0.000% | |
10/25/2024 | Diversify Advisory Services LLC | 976,640 | $118.60M | 6.3% | +7.2% | 0.004% | |
10/25/2024 | SC&H Financial Advisors Inc. | 4,994 | $0.61M | 0.1% | +64.2% | 0.000% | |
10/25/2024 | Legacy Wealth Management Inc | 4,658 | $0.57M | 0.0% | N/A | 0.000% | |
10/25/2024 | Fortitude Family Office LLC | 11,531 | $1.40M | 0.6% | +24.2% | 0.000% | |
10/25/2024 | Gibraltar Capital Management Inc. | 17,771 | $2.16M | 1.0% | +512.8% | 0.000% | |
10/25/2024 | Gateway Wealth Partners LLC | 25,246 | $3.07M | 0.8% | +18.5% | 0.000% | |
10/25/2024 | Wells Trecaso Financial Group LLC | 10,742 | $1.31M | 0.4% | +4.1% | 0.000% | |
10/25/2024 | Barry Investment Advisors LLC | 3,121 | $0.38M | 0.1% | -65.3% | 0.000% | |
10/25/2024 | Signature Wealth Management Partners LLC | 12,128 | $1.47M | 1.1% | +22.0% | 0.000% | |
10/25/2024 | China Universal Asset Management Co. Ltd. | 423,560 | $51.44M | 5.7% | +15.4% | 0.002% | |
10/25/2024 | Boston Financial Mangement LLC | 49,537 | $6.02M | 0.2% | -2.8% | 0.000% | |
10/25/2024 | abrdn plc | 22,488,225 | $2.71B | 5.0% | +3.0% | 0.092% | |
10/25/2024 | Cantor Fitzgerald Investment Advisors L.P. | 23,358 | $2.84M | 0.2% | N/A | 0.000% | |
10/25/2024 | SFE Investment Counsel | 146,492 | $17.79M | 3.7% | -4.5% | 0.001% | |
10/25/2024 | Smith Group Asset Management LLC | 62,190 | $7.55M | 0.6% | +23.1% | 0.000% | |
10/25/2024 | Worth Financial Advisory Group LLC | 22,223 | $2.70M | 1.6% | +4.5% | 0.000% | |
10/25/2024 | Pallas Capital Advisors LLC | 195,391 | $23.73M | 1.0% | +4.5% | 0.001% | |
10/24/2024 | Deepwater Asset Management LLC | 122,267 | $14.85M | 5.2% | N/A | 0.000% | |
10/24/2024 | Strategic Wealth Investment Group LLC | 198,386 | $23.21M | 2.5% | +82.4% | 0.001% | |
10/24/2024 | Orrstown Financial Services Inc. | 32,484 | $3.95M | 1.2% | +94.5% | 0.000% | |
10/24/2024 | Old Port Advisors | 56,172 | $6.82M | 1.9% | -3.2% | 0.000% | |
10/24/2024 | Autumn Glory Partners LLC | 16,820 | $2.04M | 0.8% | -2.3% | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 8,096,669 | $983.34M | 5.8% | +4.8% | 0.033% | |
10/24/2024 | Taylor & Morgan Wealth Management LLC | 29,783 | $3.62M | 2.4% | -3.7% | 0.000% | |
10/24/2024 | TCI Wealth Advisors Inc. | 52,322 | $6.35M | 0.5% | +7.9% | 0.000% | |
10/24/2024 | TCP Asset Management LLC | 8,561 | $1.04M | 0.2% | +5.2% | 0.000% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 93,726 | $11.38M | 1.5% | -6.9% | 0.000% | |
10/24/2024 | Vima LLC | 20,091 | $2.44M | 5.0% | -7.6% | 0.000% | |
10/24/2024 | Concord Wealth Partners | 213,823 | $25.97M | 4.3% | +14.7% | 0.001% | |
10/24/2024 | Vivid Wealth Management LLC | 22,363 | $2.72M | 1.4% | +2.7% | 0.000% | |
10/24/2024 | Yeomans Consulting Group Inc. | 9,808 | $1.19M | 0.4% | +11.3% | 0.000% | |
10/24/2024 | Lauer Wealth LLC | 4,245 | $0.52M | 0.4% | N/A | 0.000% | |
10/24/2024 | Investment Partners Asset Management Inc. | 24,268 | $2.95M | 2.4% | +1.4% | 0.000% | |