11/1/2024 | Lindbrook Capital LLC | 1,402 | $1.25M | 0.1% | +2.9% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 71,888 | $64.30M | 0.9% | -6.8% | 0.035% | |
11/1/2024 | Klingman & Associates LLC | 381 | $0.34M | 0.0% | N/A | 0.000% | |
11/1/2024 | Assetmark Inc. | 55,094 | $49.28M | 0.1% | +16.5% | 0.027% | |
11/1/2024 | Beta Wealth Group Inc. | 2,420 | $2.16M | 1.0% | +3.5% | 0.001% | |
11/1/2024 | Executive Wealth Management LLC | 3,309 | $2.96M | 0.4% | -1.6% | 0.002% | |
11/1/2024 | United Bank | 537 | $0.48M | 0.2% | N/A | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 303 | $0.27M | 0.0% | N/A | 0.000% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 845 | $0.76M | 0.1% | -24.2% | 0.000% | |
11/1/2024 | Holistic Planning LLC | 319 | $0.29M | 0.1% | N/A | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 3,492 | $3.12M | 0.2% | N/A | 0.002% | |
11/1/2024 | Equitable Trust Co. | 4,959 | $4.44M | 0.3% | +0.4% | 0.002% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 78,139 | $69.83M | 1.0% | -1.1% | 0.038% | |
11/1/2024 | Fiera Capital Corp | 4,062 | $3.63M | 0.0% | +17.8% | 0.002% | |
11/1/2024 | Hollencrest Capital Management | 199 | $0.18M | 0.0% | +19.2% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 93 | $83K | 0.0% | N/A | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 377 | $0.34M | 0.2% | -4.6% | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 615 | $0.55M | 0.2% | +9.8% | 0.000% | |
11/1/2024 | AIA Group Ltd | 46,595 | $41.67M | 1.1% | +142.6% | 0.023% | |
11/1/2024 | Summit Global Investments | 3,612 | $3.23M | 0.2% | -68.2% | 0.002% | |
11/1/2024 | Presidio Capital Management LLC | 470 | $0.42M | 0.3% | N/A | 0.000% | |
11/1/2024 | Lewis Asset Management LLC | 803 | $0.72M | 0.5% | -10.0% | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 1,355 | $1.21M | 0.5% | -6.9% | 0.001% | |
10/31/2024 | TFB Advisors LLC | 866 | $0.78M | 0.2% | +3.3% | 0.000% | |
10/31/2024 | Trinity Legacy Partners LLC | 6,315 | $5.97M | 1.4% | -1.8% | 0.003% | |
10/31/2024 | Portside Wealth Group LLC | 9,334 | $8.35M | 1.4% | -0.5% | 0.005% | |
10/31/2024 | Keudell Morrison Wealth Management | 841 | $0.75M | 0.2% | -5.9% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 447 | $0.40M | 0.3% | +11.2% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 4,651 | $4.16M | 0.1% | +6.9% | 0.002% | |
10/31/2024 | Washington Trust Bank | 25,448 | $22.76M | 2.2% | -0.1% | 0.012% | |
10/31/2024 | Principal Financial Group Inc. | 243,607 | $217.88M | 0.1% | -1.5% | 0.118% | |
10/31/2024 | Jackson Square Capital LLC | 412 | $0.37M | 0.1% | +9.0% | 0.000% | |
10/31/2024 | Malaga Cove Capital LLC | 1,229 | $1.10M | 0.4% | -2.3% | 0.001% | |
10/31/2024 | Advisor Resource Council | 286 | $0.26M | 0.1% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 2,503 | $2.24M | 0.1% | +6.5% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 535 | $0.48M | 0.3% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 284 | $0.25M | 0.0% | -4.1% | 0.000% | |
10/31/2024 | M&G PLC | 6,492 | $5.80M | 0.0% | +34.5% | 0.003% | |
10/31/2024 | D.B. Root & Company LLC | 878 | $0.79M | 0.3% | -20.7% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 2,634 | $2.36M | 0.1% | +37.8% | 0.001% | |
10/30/2024 | Maia Wealth LLC | 255 | $0.24M | 0.1% | N/A | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 28,789 | $25.75M | 0.9% | -0.3% | 0.014% | |
10/30/2024 | Callahan Advisors LLC | 4,097 | $3.66M | 0.4% | -2.2% | 0.002% | |
10/30/2024 | Catalina Capital Group LLC | 713 | $0.64M | 0.2% | +25.5% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 488 | $0.44M | 0.0% | +39.4% | 0.000% | |
10/30/2024 | HMS Capital Management LLC | 884 | $0.79M | 0.4% | -6.8% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 673 | $0.60M | 0.1% | +8.4% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 10,554 | $9.44M | 0.2% | +0.4% | 0.005% | |
10/30/2024 | Heritage Investors Management Corp | 23,212 | $20.76M | 0.7% | -0.1% | 0.011% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 1,458 | $1.26M | 0.2% | +1.0% | 0.001% | |
10/30/2024 | Pittenger & Anderson Inc. | 31,452 | $28.13M | 1.1% | +0.4% | 0.015% | |
10/30/2024 | Geneva Partners LLC | 5,507 | $4.93M | 2.1% | N/A | 0.003% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 588 | $0.53M | 0.4% | -12.2% | 0.000% | |
10/30/2024 | Amalgamated Bank | 44,505 | $39.81M | 0.3% | +1.0% | 0.022% | |
10/30/2024 | Sentry Investment Management LLC | 1,639 | $1.47M | 0.6% | +6.5% | 0.001% | |
10/30/2024 | Central Bank & Trust Co. | 1,054 | $0.94M | 0.1% | +2.8% | 0.001% | |
10/30/2024 | ASB Consultores LLC | 767 | $0.69M | 0.3% | +3.2% | 0.000% | |
10/30/2024 | Stoneridge Investment Partners LLC | 763 | $0.68M | 0.3% | -51.2% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 16,067 | $14.37M | 0.4% | -4.0% | 0.008% | |
10/30/2024 | Alterna Wealth Management Inc. | 230 | $0.21M | 0.2% | N/A | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 2,136 | $1.91M | 0.3% | +8.5% | 0.001% | |
10/30/2024 | Catalyst Capital Advisors LLC | 74 | $66K | 0.0% | N/A | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 71,525 | $63.97M | 0.3% | -11.0% | 0.035% | |
10/30/2024 | Capital Investment Services of America Inc. | 38,191 | $34.16M | 3.3% | -5.6% | 0.019% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 38,791 | $34.69M | 2.0% | -6.3% | 0.019% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 79,288 | $70.91M | 0.5% | -2.1% | 0.038% | |
10/30/2024 | PDS Planning Inc | 3,291 | $2.94M | 0.3% | +0.8% | 0.002% | |
10/30/2024 | Leeward Financial Partners LLC | 3,215 | $2.88M | 1.1% | +3.7% | 0.002% | |
10/30/2024 | QRG Capital Management Inc. | 12,462 | $11.15M | 0.1% | -19.1% | 0.006% | |
10/30/2024 | Asset Management One Co. Ltd. | 99,530 | $89.02M | 0.3% | +2.5% | 0.048% | |
10/30/2024 | National Pension Service | 388,583 | $347.55M | 0.3% | +14.8% | 0.189% | |
10/30/2024 | Silicon Valley Capital Partners | 10,430 | $9.33M | 1.2% | -1.0% | 0.005% | |
10/30/2024 | Klingenstein Fields & Co. LP | 26,409 | $23.62M | 0.9% | +0.8% | 0.013% | |
10/30/2024 | Vestor Capital LLC | 54 | $48K | 0.0% | N/A | 0.000% | |
10/29/2024 | Northeast Investment Management | 18,957 | $16.96M | 0.8% | +29.4% | 0.009% | |
10/29/2024 | Roman Butler Fullerton & Co. | 2,557 | $2.37M | 0.7% | +1.9% | 0.001% | |
10/29/2024 | Citizens National Bank Trust Department | 3,785 | $3.39M | 0.7% | -1.1% | 0.002% | |
10/29/2024 | Donaldson Capital Management LLC | 3,075 | $2.75M | 0.1% | N/A | 0.001% | |
10/29/2024 | Forum Financial Management LP | 528 | $0.47M | 0.0% | +3.7% | 0.000% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 173,389 | $155.08M | 0.3% | +7.4% | 0.084% | |
10/29/2024 | BSW Wealth Partners | 831 | $0.74M | 0.1% | +10.5% | 0.000% | |
10/29/2024 | Nvwm LLC | 1,348 | $1.21M | 0.3% | +2.0% | 0.001% | |
10/29/2024 | Angeles Wealth Management LLC | 1,465 | $1.31M | 0.1% | +17.4% | 0.001% | |
10/29/2024 | Van ECK Associates Corp | 12,255 | $11.12M | 0.0% | +0.8% | 0.006% | |
10/29/2024 | Latitude Advisors LLC | 252 | $0.23M | 0.1% | N/A | 0.000% | |
10/29/2024 | Confluence Wealth Services Inc. | 320 | $0.29M | 0.0% | N/A | 0.000% | |
10/29/2024 | Harbor Capital Advisors Inc. | 6,558 | $5.87M | 0.3% | -9.4% | 0.003% | |
10/29/2024 | Janney Montgomery Scott LLC | 54,890 | $49.09M | 0.1% | N/A | 0.027% | |
10/29/2024 | Pure Financial Advisors LLC | 722 | $0.65M | 0.0% | -20.7% | 0.000% | |
10/29/2024 | Arcadia Investment Management Corp MI | 13,323 | $11.92M | 2.0% | -0.9% | 0.006% | |
10/29/2024 | Janney Capital Management LLC | 16,709 | $14.94M | 1.0% | N/A | 0.008% | |
10/29/2024 | Northern Financial Advisors Inc | 2,226 | $1.99M | 1.5% | +0.7% | 0.001% | |
10/29/2024 | Conning Inc. | 1,071 | $0.96M | 0.0% | -1.6% | 0.001% | |
10/29/2024 | Optas LLC | 937 | $0.84M | 0.2% | +13.7% | 0.000% | |
10/29/2024 | Princeton Global Asset Management LLC | 168 | $0.15M | 0.0% | N/A | 0.000% | |
10/29/2024 | Lmcg Investments LLC | 16,337 | $14.61M | 0.9% | -1.3% | 0.008% | |
10/29/2024 | Key Financial Inc | 39 | $35K | 0.0% | -45.8% | 0.000% | |
10/29/2024 | Greenwich Wealth Management LLC | 1,176 | $1.05M | 0.1% | +3.1% | 0.001% | |
10/29/2024 | F M Investments LLC | 39,820 | $35.58M | 1.2% | -0.2% | 0.019% | |
10/29/2024 | Mathes Company Inc. | 5,610 | $5.02M | 1.8% | -8.1% | 0.003% | |