10/31/2024 | JNBA Financial Advisors | 11,892 | $1.44M | 0.1% | -3.5% | 0.000% | |
10/31/2024 | Dechtman Wealth Management LLC | 25,748 | $3.13M | 0.6% | +3.7% | 0.000% | |
10/31/2024 | Smart Portfolios LLC | 2,805 | $0.34M | 0.3% | +2.7% | 0.000% | |
10/31/2024 | Spinnaker Trust | 75,300 | $9.14M | 0.6% | -1.5% | 0.000% | |
10/31/2024 | American Capital Advisory LLC | 12,240 | $1.49M | 0.9% | +759.6% | 0.000% | |
10/31/2024 | CV Advisors LLC | 99,689 | $12.11M | 5.8% | -2.1% | 0.000% | |
10/31/2024 | Consilium Wealth Advisory LLC | 87,338 | $10.61M | 5.8% | +2.8% | 0.000% | |
10/31/2024 | Gordian Advisors LLC | 2,260 | $0.27M | 0.2% | +7.7% | 0.000% | |
10/31/2024 | Family Asset Management LLC | 4,336 | $0.53M | 0.3% | +3.0% | 0.000% | |
10/30/2024 | Centennial Wealth Advisory LLC | 22,313 | $2.71M | 1.1% | +46.6% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 12,507 | $1.52M | 0.4% | -2.7% | 0.000% | |
10/30/2024 | Umpqua Bank | 80,235 | $9.74M | 3.6% | -23.6% | 0.000% | |
10/30/2024 | Ballast Advisors LLC | 35,423 | $4.30M | 1.3% | -6.1% | 0.000% | |
10/30/2024 | Miller Wealth Advisors LLC | 61,622 | $7.48M | 4.1% | -1.0% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 10,632 | $1.29M | 0.5% | -4.5% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 10,687 | $1.30M | 0.1% | +15.8% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 422,225 | $51.28M | 1.7% | +79.4% | 0.002% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 68,798 | $8.36M | 2.8% | +3.4% | 0.000% | |
10/30/2024 | Callahan Advisors LLC | 106,354 | $12.92M | 1.3% | +14.6% | 0.000% | |
10/30/2024 | Summit Rock Advisors LP | 277,257 | $33.67M | 13.2% | +20.9% | 0.001% | |
10/30/2024 | Leslie Global Wealth LLC | 10,593 | $1.29M | 0.6% | +22.4% | 0.000% | |
10/30/2024 | Guidance Point Advisors LLC | 4,077 | $0.50M | 0.1% | +41.2% | 0.000% | |
10/30/2024 | Invictus Private Wealth LLC | 182,801 | $22.20M | 1.8% | +12.4% | 0.001% | |
10/30/2024 | 1834 Investment Advisors Co. | 27,087 | $3.29M | 0.4% | +2.6% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 171,573 | $20.84M | 10.9% | -0.3% | 0.001% | |
10/30/2024 | Financial Security Advisor Inc. | 36,012 | $4.37M | 1.1% | +0.3% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 107,446 | $13.05M | 4.4% | +13.6% | 0.000% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 695,676 | $84.48M | 3.3% | -4.7% | 0.003% | |
10/30/2024 | Beacon Financial Advisory LLC | 31,580 | $3.84M | 1.3% | -4.7% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,014,647 | $123.22M | 5.6% | -69.6% | 0.004% | |
10/30/2024 | Marks Group Wealth Management Inc | 23,309 | $2.83M | 0.3% | +9.5% | 0.000% | |
10/30/2024 | Balentine LLC | 51,550 | $6.26M | 0.2% | +136.1% | 0.000% | |
10/30/2024 | Long Run Wealth Advisors LLC | 75,685 | $9.19M | 2.2% | -7.8% | 0.000% | |
10/30/2024 | Tobias Financial Advisors Inc. | 11,757 | $1.43M | 0.3% | -17.5% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 56,656 | $6.88M | 2.7% | -4.6% | 0.000% | |
10/30/2024 | Bailard Inc. | 792,861 | $96.29M | 2.5% | +12.4% | 0.003% | |
10/30/2024 | HMS Capital Management LLC | 58,991 | $7.16M | 3.5% | +1.0% | 0.000% | |
10/30/2024 | Crescent Grove Advisors LLC | 37,333 | $4.53M | 0.5% | +0.9% | 0.000% | |
10/30/2024 | JFG Wealth Management LLC | 11,040 | $1.34M | 0.4% | +51.8% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 24,214 | $2.94M | 0.4% | +6.6% | 0.000% | |
10/30/2024 | North Star Investment Management Corp. | 30,745 | $3.73M | 0.3% | +3.5% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 35,874 | $4.36M | 1.4% | +3.8% | 0.000% | |
10/30/2024 | Financial Partners Group Inc | 40,530 | $4.92M | 0.7% | +5.2% | 0.000% | |
10/30/2024 | Cornerstone Capital Inc. | 17,852 | $2.17M | 0.2% | -4.9% | 0.000% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 90,993 | $11.20M | 2.4% | +5.1% | 0.000% | |
10/30/2024 | Falcon Wealth Planning | 33,788 | $4.10M | 0.5% | -4.8% | 0.000% | |
10/30/2024 | Catalyst Private Wealth LLC | 12,284 | $1.49M | 0.7% | +5.0% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 327,057 | $39.72M | 0.8% | +9.6% | 0.001% | |
10/30/2024 | NorthRock Partners LLC | 263,912 | $32.05M | 2.8% | +39.3% | 0.001% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 91,616 | $11.13M | 2.4% | -2.8% | 0.000% | |
10/30/2024 | Heritage Investors Management Corp | 522,556 | $63.46M | 2.1% | +8.5% | 0.002% | |
10/30/2024 | Ameritas Advisory Services LLC | 143,013 | $17.37M | 0.7% | -38.6% | 0.001% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 370,880 | $43.41M | 7.8% | +3.3% | 0.002% | |
10/30/2024 | Hanlon Investment Management Inc. | 37,951 | $4.61M | 1.3% | +62.1% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 95,052 | $11.54M | 0.4% | -0.5% | 0.000% | |
10/30/2024 | Geneva Partners LLC | 121,018 | $14.70M | 6.4% | -3.3% | 0.000% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 3,045 | $0.37M | 0.2% | +25.8% | 0.000% | |
10/30/2024 | Clarity Financial LLC | 146,286 | $17.77M | 2.1% | +16.9% | 0.001% | |
10/30/2024 | Amalgamated Bank | 5,204,777 | $632.07M | 5.2% | -0.5% | 0.021% | |
10/30/2024 | Sentry Investment Management LLC | 107,328 | $13.03M | 5.5% | -4.6% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 123,273 | $14.97M | 3.4% | +15.7% | 0.001% | |
10/30/2024 | Central Bank & Trust Co. | 641,559 | $77.91M | 10.7% | -6.7% | 0.003% | |
10/30/2024 | ASB Consultores LLC | 24,285 | $2.95M | 1.2% | -4.7% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 128,531 | $15.61M | 5.8% | -0.1% | 0.001% | |
10/30/2024 | James J. Burns & Company LLC | 12,998 | $1.58M | 0.3% | +145.3% | 0.000% | |
10/30/2024 | Martin Investment Management LLC | 12,120 | $1.47M | 0.4% | +1.0% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 27,169 | $3.30M | 0.4% | -1.1% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 1,946,425 | $236.37M | 6.1% | -9.1% | 0.008% | |
10/30/2024 | Greenwood Capital Associates LLC | 7,405 | $0.90M | 0.1% | -2.6% | 0.000% | |
10/30/2024 | Alterna Wealth Management Inc. | 8,544 | $1.04M | 0.9% | +22.7% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 136,142 | $16.53M | 2.2% | +18.6% | 0.001% | |
10/30/2024 | Legacy CG LLC | 38,789 | $4.71M | 1.5% | +1,194.7% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 7,547 | $0.92M | 0.0% | -12.8% | 0.000% | |
10/30/2024 | Rational Advisors LLC | 9,193 | $1.12M | 0.1% | -29.2% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 5,501,589 | $667.28M | 2.6% | +13.2% | 0.022% | |
10/30/2024 | Capital Investment Services of America Inc. | 424,570 | $51.56M | 4.9% | -17.2% | 0.002% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 21,191 | $2.57M | 1.2% | -20.1% | 0.000% | |
10/30/2024 | Arlington Capital Management Inc. | 62,318 | $7.57M | 6.3% | +2.5% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 1,675,393 | $203.46M | 11.6% | +6.5% | 0.007% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 7,186,280 | $872.70M | 6.1% | -2.2% | 0.029% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 130,572 | $15.86M | 3.6% | -32.1% | 0.001% | |
10/30/2024 | PDS Planning Inc | 132,191 | $16.05M | 1.4% | -1.3% | 0.001% | |
10/30/2024 | TKG Advisors LLC | 39,346 | $4.78M | 2.4% | +4.8% | 0.000% | |
10/30/2024 | World Equity Group Inc. | 50,211 | $6.10M | 2.2% | +17.0% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 2,389 | $0.29M | 0.1% | -6.3% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 47,393 | $5.76M | 2.2% | +3.9% | 0.000% | |
10/30/2024 | Signify Wealth | 13,864 | $1.68M | 2.1% | -42.0% | 0.000% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 30,909 | $3.75M | 1.6% | +3.5% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 4,039,598 | $490.57M | 5.3% | +5.7% | 0.016% | |
10/30/2024 | Asset Management One Co. Ltd. | 9,871,080 | $1.20B | 4.3% | -0.2% | 0.040% | |
10/30/2024 | National Pension Service | 47,220,708 | $5.73B | 5.5% | +14.9% | 0.193% | |
10/30/2024 | Lutz Financial Services LLC | 10,697 | $1.30M | 0.1% | +12.5% | 0.000% | |
10/30/2024 | Silicon Valley Capital Partners | 281,898 | $34.23M | 4.5% | +4.7% | 0.001% | |
10/30/2024 | Cohen Capital Management Inc. | 3,370 | $0.41M | 0.1% | +94.8% | 0.000% | |
10/30/2024 | CORDA Investment Management LLC. | 30,648 | $3.72M | 0.3% | -4.6% | 0.000% | |
10/30/2024 | New England Capital Financial Advisors LLC | 3,921 | $0.48M | 0.2% | +4.5% | 0.000% | |
10/30/2024 | WFA Asset Management Corp | 2,968 | $0.36M | 0.2% | +12.1% | 0.000% | |
10/30/2024 | Chaney Capital Management Inc. | 7,424 | $0.90M | 0.5% | +1.8% | 0.000% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 7,268 | $0.88M | 0.4% | +1,659.8% | 0.000% | |
10/30/2024 | Klingenstein Fields & Co. LP | 415,208 | $50.42M | 2.0% | +4.7% | 0.002% | |