11/2/2024 | Costello Asset Management INC | 841 | $60K | 0.0% | +90.7% | 0.000% | |
11/2/2024 | Mach 1 Financial Group LLC | 3,055 | $0.22M | 0.1% | -13.1% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 204,703 | $14.71M | 0.3% | +0.6% | 0.005% | |
11/2/2024 | XML Financial LLC | 24,714 | $1.78M | 0.2% | -2.1% | 0.001% | |
11/1/2024 | Carr Financial Group Corp | 3,703 | $0.27M | 0.1% | +9.8% | 0.000% | |
11/1/2024 | GSG Advisors LLC | 4,222 | $0.30M | 0.1% | +12.5% | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 7,417 | $0.53M | 0.1% | -23.3% | 0.000% | |
11/1/2024 | Atria Investments Inc | 299,956 | $21.56M | 0.3% | +15.7% | 0.007% | |
11/1/2024 | Essex Savings Bank | 18,580 | $1.34M | 0.3% | +3.9% | 0.000% | |
11/1/2024 | Kerusso Capital Management LLC | 34,539 | $2.48M | 1.6% | +6.4% | 0.001% | |
11/1/2024 | Oxbow Advisors LLC | 80,003 | $5.75M | 0.6% | +1.2% | 0.002% | |
11/1/2024 | Acorn Financial Advisory Services Inc. ADV | 8,058 | $0.58M | 0.1% | -9.3% | 0.000% | |
11/1/2024 | Cypress Point Wealth Management LLC | 14,134 | $1.02M | 0.4% | +2.9% | 0.000% | |
11/1/2024 | Objective Capital Management LLC | 5,552 | $0.40M | 0.2% | N/A | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 28,860 | $2.07M | 0.2% | -30.1% | 0.001% | |
11/1/2024 | TCTC Holdings LLC | 108,979 | $7.83M | 0.3% | -6.1% | 0.003% | |
11/1/2024 | Cowa LLC | 11,019 | $0.79M | 0.4% | -1.9% | 0.000% | |
11/1/2024 | 5th Street Advisors LLC | 3,600 | $0.26M | 0.1% | N/A | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 54,156 | $3.89M | 0.1% | +1.6% | 0.001% | |
11/1/2024 | Klingman & Associates LLC | 9,072 | $0.65M | 0.0% | +32.0% | 0.000% | |
11/1/2024 | Wealth Quarterback LLC | 19,724 | $1.42M | 0.7% | +16.0% | 0.000% | |
11/1/2024 | Assetmark Inc. | 109,065 | $7.84M | 0.0% | +7.0% | 0.003% | |
11/1/2024 | Verdence Capital Advisors LLC | 47,494 | $3.41M | 0.3% | +1.7% | 0.001% | |
11/1/2024 | Verus Financial Partners Inc. | 3,993 | $0.29M | 0.0% | -4.8% | 0.000% | |
11/1/2024 | Carson Advisory Inc. | 24,044 | $1.73M | 1.1% | -8.2% | 0.001% | |
11/1/2024 | Rovin Capital UT ADV | 3,296 | $0.24M | 0.1% | N/A | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 56,561 | $4.07M | 0.4% | +0.5% | 0.001% | |
11/1/2024 | Crumly & Associates Inc. | 5,884 | $0.42M | 0.1% | -29.4% | 0.000% | |
11/1/2024 | United Bank | 80,888 | $5.81M | 2.7% | +65.4% | 0.002% | |
11/1/2024 | Shoker Investment Counsel Inc. | 39,186 | $2.82M | 0.9% | -2.9% | 0.001% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 431,463 | $31.01M | 2.8% | -1.1% | 0.010% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 172,421 | $12.39M | 2.5% | +2.9% | 0.004% | |
11/1/2024 | Holistic Planning LLC | 5,705 | $0.41M | 0.2% | +9.2% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 16,701 | $1.20M | 0.1% | N/A | 0.000% | |
11/1/2024 | Equitable Trust Co. | 110,345 | $7.93M | 0.5% | -0.3% | 0.003% | |
11/1/2024 | Leavell Investment Management Inc. | 75,232 | $5.44M | 0.3% | +9.8% | 0.002% | |
11/1/2024 | Hollencrest Capital Management | 1,202 | $86K | 0.0% | -42.2% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 3,902 | $0.28M | 0.1% | -15.8% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 1,795 | $0.13M | 0.0% | N/A | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 61,198 | $4.40M | 1.4% | -3.8% | 0.001% | |
11/1/2024 | Philip James Wealth Mangement LLC | 71,121 | $5.11M | 0.6% | N/A | 0.002% | |
11/1/2024 | Heritage Wealth Management Inc. | 29,689 | $2.13M | 0.7% | -2.0% | 0.001% | |
11/1/2024 | Stiles Financial Services Inc | 25,698 | $1.85M | 0.7% | +0.9% | 0.001% | |
11/1/2024 | Stone Point Wealth LLC | 14,110 | $1.01M | 0.3% | -1.1% | 0.000% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 17,034 | $1.22M | 0.4% | -1.7% | 0.000% | |
11/1/2024 | Financial Strategies Group Inc. | 4,354 | $0.31M | 0.1% | -10.7% | 0.000% | |
11/1/2024 | AIA Group Ltd | 39,344 | $2.83M | 0.1% | +6.9% | 0.001% | |
11/1/2024 | Reik & CO. LLC | 116,407 | $8.37M | 2.0% | -0.2% | 0.003% | |
11/1/2024 | Summit Global Investments | 138,854 | $9.98M | 0.6% | -33.5% | 0.003% | |
11/1/2024 | Smith Thornton Advisors LLC | 22,648 | $1.63M | 1.1% | +0.9% | 0.001% | |
11/1/2024 | Verity Asset Management Inc. | 19,258 | $1.34M | 0.5% | -13.4% | 0.000% | |
11/1/2024 | Lewis Asset Management LLC | 4,228 | $0.30M | 0.2% | +17.1% | 0.000% | |
11/1/2024 | Hudson Value Partners LLC | 20,081 | $1.44M | 0.6% | -3.8% | 0.000% | |
11/1/2024 | Lifestyle Asset Management Inc. | 2,880 | $0.21M | 0.1% | N/A | 0.000% | |
10/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 11,694 | $0.84M | 0.4% | +7.4% | 0.000% | |
10/31/2024 | Trinity Legacy Partners LLC | 3,017 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Beacon Harbor Wealth Advisors Inc. | 99,183 | $7.13M | 1.7% | -0.5% | 0.002% | |
10/31/2024 | Tandem Investment Advisors Inc. | 9,540 | $0.69M | 0.0% | -9.1% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 30,843 | $2.22M | 0.3% | +1.5% | 0.001% | |
10/31/2024 | Hara Capital LLC | 481 | $35K | 0.0% | N/A | 0.000% | |
10/31/2024 | JB Capital LLC | 12,480 | $0.90M | 0.1% | -5.9% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 2,806 | $0.20M | 0.1% | N/A | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 701,671 | $50.42M | 0.9% | -0.6% | 0.016% | |
10/31/2024 | Ascent Wealth Partners LLC | 2,916 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Jmac Enterprises LLC | 37,621 | $2.70M | 0.4% | -12.1% | 0.001% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 20,356 | $1.46M | 0.7% | -7.1% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 7,622,407 | $547.75M | 0.3% | -5.2% | 0.177% | |
10/31/2024 | Montecito Bank & Trust | 107,924 | $7.76M | 1.3% | -2.4% | 0.003% | |
10/31/2024 | Woodmont Investment Counsel LLC | 106,672 | $7.67M | 0.6% | +0.7% | 0.002% | |
10/31/2024 | WoodTrust Financial Corp | 10,793 | $0.78M | 0.1% | -3.7% | 0.000% | |
10/31/2024 | Cozad Asset Management Inc. | 51,677 | $3.71M | 0.4% | -3.6% | 0.001% | |
10/31/2024 | Jackson Square Capital LLC | 15,942 | $1.15M | 0.3% | -4.4% | 0.000% | |
10/31/2024 | Bridgewater Advisors Inc. | 15,713 | $1.03M | 0.1% | +9.2% | 0.000% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 4,629 | $0.33M | 0.1% | +16.2% | 0.000% | |
10/31/2024 | Baugh & Associates LLC | 4,582 | $0.33M | 0.2% | +11.5% | 0.000% | |
10/31/2024 | Advisor Resource Council | 10,697 | $0.77M | 0.3% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 36,910 | $2.65M | 0.2% | +5.2% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 3,762 | $0.27M | 0.2% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 7,719 | $0.56M | 0.1% | -9.2% | 0.000% | |
10/31/2024 | Prudent Investors Network Inc. | 2,801 | $0.20M | 0.1% | -97.5% | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 22,355 | $1.61M | 0.5% | -22.3% | 0.001% | |
10/31/2024 | M&G PLC | 2,271,872 | $163.58M | 0.8% | -10.2% | 0.053% | |
10/31/2024 | JNBA Financial Advisors | 13,486 | $0.97M | 0.1% | -5.9% | 0.000% | |
10/31/2024 | Spinnaker Trust | 17,443 | $1.25M | 0.1% | -7.5% | 0.000% | |
10/31/2024 | American Capital Advisory LLC | 1,096 | $79K | 0.0% | +55.5% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 172,720 | $12.41M | 0.4% | +11.2% | 0.004% | |
10/30/2024 | Foster & Motley Inc. | 6,233 | $0.45M | 0.0% | -5.9% | 0.000% | |
10/30/2024 | Harvest Portfolios Group Inc. | 255,822 | $18.38M | 0.6% | N/A | 0.006% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 6,588 | $0.47M | 0.2% | +3.0% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 67,788 | $4.87M | 0.7% | N/A | 0.002% | |
10/30/2024 | Callahan Advisors LLC | 51,298 | $3.69M | 0.4% | -1.9% | 0.001% | |
10/30/2024 | AHL Investment Management Inc. | 116,199 | $8.35M | 5.8% | -1.2% | 0.003% | |
10/30/2024 | Invictus Private Wealth LLC | 13,773 | $0.99M | 0.1% | -4.5% | 0.000% | |
10/30/2024 | 1834 Investment Advisors Co. | 3,819 | $0.27M | 0.0% | -57.5% | 0.000% | |
10/30/2024 | One Plus One Wealth Management LLC | 4,132 | $0.30M | 0.2% | -6.8% | 0.000% | |
10/30/2024 | Financial Security Advisor Inc. | 23,568 | $1.71M | 0.4% | +0.8% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 33,919 | $2.44M | 0.1% | +3.6% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 14,854 | $1.07M | 0.4% | -10.8% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 32,590 | $2.34M | 0.2% | -0.5% | 0.001% | |
10/30/2024 | Balentine LLC | 28,493 | $2.05M | 0.1% | +92.4% | 0.001% | |