11/2/2024 | Sustainable Insight Capital Management LLC | 1,499 | $0.41M | 0.2% | +66.7% | 0.000% | |
11/1/2024 | Carr Financial Group Corp | 4,822 | $1.32M | 0.4% | -5.7% | 0.001% | |
11/1/2024 | GSG Advisors LLC | 1,200 | $0.33M | 0.1% | +8.7% | 0.000% | |
11/1/2024 | Sheets Smith Wealth Management | 1,284 | $0.35M | 0.0% | -2.8% | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 1,638 | $0.45M | 0.0% | -20.6% | 0.000% | |
11/1/2024 | Atria Investments Inc | 78,979 | $21.62M | 0.3% | -24.1% | 0.008% | |
11/1/2024 | Essex Savings Bank | 4,551 | $1.25M | 0.3% | +5.2% | 0.000% | |
11/1/2024 | Field & Main Bank | 7,775 | $2.13M | 0.8% | -0.9% | 0.001% | |
11/1/2024 | Cypress Point Wealth Management LLC | 1,963 | $0.54M | 0.2% | +4.6% | 0.000% | |
11/1/2024 | TCTC Holdings LLC | 102,350 | $28.01M | 0.9% | +0.4% | 0.011% | |
11/1/2024 | Carmel Capital Partners LLC | 4,141 | $1.13M | 0.4% | N/A | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 5,782 | $1.58M | 0.1% | +3.0% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 4,044 | $1.11M | 0.0% | -14.2% | 0.000% | |
11/1/2024 | Klingman & Associates LLC | 2,778 | $0.76M | 0.0% | +94.4% | 0.000% | |
11/1/2024 | Processus Wealth & Capital Management LLC | 9,900 | $2.71M | 2.2% | -5.1% | 0.001% | |
11/1/2024 | Assetmark Inc. | 131,337 | $35.95M | 0.1% | +12.5% | 0.014% | |
11/1/2024 | Verdence Capital Advisors LLC | 2,174 | $0.60M | 0.0% | +11.2% | 0.000% | |
11/1/2024 | Pegasus Partners Ltd. | 2,272 | $0.62M | 0.1% | +13.5% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 2,941 | $0.81M | 0.3% | +83.1% | 0.000% | |
11/1/2024 | Executive Wealth Management LLC | 10,331 | $2.83M | 0.4% | -1.3% | 0.001% | |
11/1/2024 | Washington Trust Advisors Inc. | 932 | $0.26M | 0.0% | -36.3% | 0.000% | |
11/1/2024 | Bray Capital Advisors | 18,096 | $4.95M | 1.2% | -1.9% | 0.002% | |
11/1/2024 | United Bank | 7,303 | $2M | 0.9% | +1.1% | 0.001% | |
11/1/2024 | Windward Capital Management Co. CA | 197,869 | $54.16M | 4.1% | -0.1% | 0.021% | |
11/1/2024 | Shoker Investment Counsel Inc. | 1,091 | $0.30M | 0.1% | N/A | 0.000% | |
11/1/2024 | Applied Finance Capital Management LLC | 16,093 | $4.74M | 0.1% | +94.2% | 0.002% | |
11/1/2024 | Holistic Planning LLC | 888 | $0.24M | 0.1% | +22.7% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 13,772 | $3.77M | 0.2% | N/A | 0.001% | |
11/1/2024 | Equitable Trust Co. | 45,267 | $12.39M | 0.8% | -0.6% | 0.005% | |
11/1/2024 | Source Financial Advisors LLC | 812 | $0.22M | 0.1% | N/A | 0.000% | |
11/1/2024 | Hollencrest Capital Management | 127,402 | $34.87M | 1.4% | +0.3% | 0.013% | |
11/1/2024 | ABLE Financial Group LLC | 777 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Sonata Capital Group Inc. | 1,067 | $0.29M | 0.1% | -31.9% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 1,963 | $0.54M | 0.2% | +15.3% | 0.000% | |
11/1/2024 | Quantum Private Wealth LLC | 4,665 | $1.28M | 0.4% | -17.1% | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 952 | $0.26M | 0.1% | -5.6% | 0.000% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 7,868 | $2.15M | 0.8% | +1.5% | 0.001% | |
11/1/2024 | AIA Group Ltd | 24,028 | $6.58M | 0.2% | +8.9% | 0.003% | |
11/1/2024 | Summit Global Investments | 23,932 | $6.55M | 0.4% | +971.7% | 0.003% | |
11/1/2024 | Smith Thornton Advisors LLC | 1,462 | $0.40M | 0.3% | -2.7% | 0.000% | |
11/1/2024 | Lewis Asset Management LLC | 6,643 | $1.82M | 1.3% | +2.3% | 0.001% | |
11/1/2024 | Lifestyle Asset Management Inc. | 1,085 | $0.30M | 0.2% | N/A | 0.000% | |
10/31/2024 | TFB Advisors LLC | 1,986 | $0.54M | 0.2% | +3.3% | 0.000% | |
10/31/2024 | Dudley Capital Management LLC | 4,274 | $1.17M | 0.6% | +1.2% | 0.000% | |
10/31/2024 | Mainstream Capital Management LLC | 6,376 | $1.75M | 1.5% | N/A | 0.001% | |
10/31/2024 | Portside Wealth Group LLC | 4,201 | $1.15M | 0.2% | -84.8% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 754 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Western Pacific Wealth Management LP | 2,116 | $0.58M | 0.4% | -54.9% | 0.000% | |
10/31/2024 | JB Capital LLC | 1,716 | $0.47M | 0.0% | -32.2% | 0.000% | |
10/31/2024 | Keudell Morrison Wealth Management | 5,358 | $1.47M | 0.4% | -16.4% | 0.001% | |
10/31/2024 | Valley Brook Capital Group Inc. | 4,779 | $1.31M | 0.9% | +2.2% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 25,662 | $7.02M | 0.1% | -4.0% | 0.003% | |
10/31/2024 | Castle Wealth Management LLC | 5,903 | $1.62M | 0.6% | +18.5% | 0.001% | |
10/31/2024 | Montecito Bank & Trust | 3,793 | $1.04M | 0.2% | +111.3% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,582,086 | $433.03M | 0.2% | -4.8% | 0.165% | |
10/31/2024 | Woodmont Investment Counsel LLC | 18,540 | $5.08M | 0.4% | +1.6% | 0.002% | |
10/31/2024 | Cozad Asset Management Inc. | 14,274 | $3.91M | 0.4% | -0.5% | 0.001% | |
10/31/2024 | WoodTrust Financial Corp | 58,198 | $15.93M | 2.3% | +3.4% | 0.006% | |
10/31/2024 | Vickerman Investment Advisors Inc. | 15,832 | $4.33M | 1.3% | +1.5% | 0.002% | |
10/31/2024 | Jackson Square Capital LLC | 814 | $0.22M | 0.1% | N/A | 0.000% | |
10/31/2024 | David J Yvars Group | 3,380 | $0.93M | 0.6% | -79.4% | 0.000% | |
10/31/2024 | Malaga Cove Capital LLC | 3,542 | $0.97M | 0.4% | +34.2% | 0.000% | |
10/31/2024 | Exencial Wealth Advisors LLC | 58,919 | $16.13M | 0.6% | +40.4% | 0.006% | |
10/31/2024 | Advisor Resource Council | 4,033 | $1.10M | 0.5% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 8,034 | $2.20M | 0.1% | -19.2% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,132 | $0.31M | 0.2% | N/A | 0.000% | |
10/31/2024 | M&G PLC | 14,273 | $3.91M | 0.0% | +97.3% | 0.001% | |
10/31/2024 | JNBA Financial Advisors | 1,562 | $0.43M | 0.0% | -2.2% | 0.000% | |
10/31/2024 | Spinnaker Trust | 24,681 | $6.76M | 0.4% | -3.4% | 0.003% | |
10/31/2024 | Consilium Wealth Advisory LLC | 3,693 | $1.01M | 0.6% | +24.8% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 53,674 | $14.69M | 0.4% | +2.8% | 0.006% | |
10/30/2024 | Maia Wealth LLC | 5,447 | $1.56M | 0.4% | +69.2% | 0.001% | |
10/30/2024 | Umpqua Bank | 7,708 | $2.11M | 0.8% | +0.4% | 0.001% | |
10/30/2024 | Harvest Portfolios Group Inc. | 89,098 | $24.39M | 0.8% | +13.6% | 0.009% | |
10/30/2024 | Callahan Advisors LLC | 29,989 | $8.21M | 0.8% | +6.8% | 0.003% | |
10/30/2024 | 1834 Investment Advisors Co. | 3,025 | $0.83M | 0.1% | -8.3% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 3,042 | $0.83M | 0.3% | +29.3% | 0.000% | |
10/30/2024 | Northstar Asset Management Inc. | 37,485 | $10.26M | 2.5% | +2.4% | 0.004% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 2,202 | $0.60M | 0.0% | +44.0% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 2,172 | $0.59M | 0.2% | +31.9% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 38,100 | $10.43M | 1.0% | +5.1% | 0.004% | |
10/30/2024 | Long Run Wealth Advisors LLC | 1,962 | $0.54M | 0.1% | N/A | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 14,823 | $4.06M | 1.6% | -2.5% | 0.002% | |
10/30/2024 | HF Advisory Group LLC | 5,410 | $1.48M | 0.7% | +50.7% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 847 | $0.23M | 0.0% | -34.4% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 4,630 | $1.27M | 0.4% | -7.7% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 11,583 | $3.17M | 0.3% | +26.2% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 294,260 | $80.54M | 1.5% | +0.3% | 0.031% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 7,209 | $1.97M | 0.4% | +7.0% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 176,473 | $48.30M | 1.6% | +4.4% | 0.018% | |
10/30/2024 | River Road Asset Management LLC | 29,128 | $7.97M | 0.1% | +91.1% | 0.003% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 12,498 | $3.39M | 0.6% | +1.6% | 0.001% | |
10/30/2024 | Pittenger & Anderson Inc. | 85,746 | $23.47M | 0.9% | +0.1% | 0.009% | |
10/30/2024 | Amalgamated Bank | 209,077 | $57.23M | 0.5% | +2.3% | 0.022% | |
10/30/2024 | Sentry Investment Management LLC | 4,405 | $1.21M | 0.5% | +4.4% | 0.000% | |
10/30/2024 | United Advisor Group LLC | 1,715 | $0.47M | 0.1% | +95.6% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 19,934 | $5.46M | 2.0% | -11.1% | 0.002% | |
10/30/2024 | Gulf International Bank UK Ltd | 76,195 | $20.86M | 0.5% | -4.4% | 0.008% | |
10/30/2024 | Clarity Capital Partners LLC | 15,068 | $4.12M | 2.4% | +16.1% | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 6,263 | $1.71M | 0.2% | +23.5% | 0.001% | |