11/5/2024 | Prime Capital Investment Advisors LLC | 8,455 | $5.23M | 0.1% | -14.4% | 0.002% | |
11/5/2024 | Hemenway Trust Co LLC | 5,252 | $3.25M | 0.3% | -8.8% | 0.001% | |
11/5/2024 | New South Capital Management Inc. | 155,845 | $96.40M | 3.9% | -1.7% | 0.041% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 8,458 | $5.23M | 0.3% | +2.8% | 0.002% | |
11/5/2024 | Proactive Wealth Strategies LLC | 733 | $0.45M | 0.3% | N/A | 0.000% | |
11/5/2024 | Platform Technology Partners | 630 | $0.39M | 0.1% | -6.1% | 0.000% | |
11/5/2024 | Meridian Management Co. | 5,703 | $3.53M | 0.9% | +1.7% | 0.001% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 1,104,441 | $683.17M | 0.5% | +1.7% | 0.289% | |
11/5/2024 | Baillie Gifford & Co. | 603,394 | $373.24M | 0.3% | -2.9% | 0.158% | |
11/5/2024 | Iyo Bank Ltd. | 10,909 | $6.75M | 2.4% | +20.3% | 0.003% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 5,332 | $3.30M | 0.1% | -46.7% | 0.001% | |
11/5/2024 | WealthPlan Investment Management LLC | 3,970 | $2.46M | 0.2% | +44.9% | 0.001% | |
11/5/2024 | WealthPLAN Partners LLC | 3,614 | $2.24M | 0.3% | -12.3% | 0.001% | |
11/5/2024 | First National Trust Co | 13,288 | $8.22M | 0.3% | -0.7% | 0.003% | |
11/5/2024 | GSA Capital Partners LLP | 1,017 | $0.63M | 0.0% | -33.7% | 0.000% | |
11/5/2024 | Waverton Investment Management Ltd | 480,216 | $296.87M | 4.9% | +11.4% | 0.126% | |
11/5/2024 | Harbour Investments Inc. | 3,457 | $2.14M | 0.1% | -2.5% | 0.001% | |
11/5/2024 | Entropy Technologies LP | 16,519 | $10.22M | 1.1% | +111.1% | 0.004% | |
11/5/2024 | Apollon Wealth Management LLC | 11,042 | $6.83M | 0.2% | +4.0% | 0.003% | |
11/5/2024 | WCM Investment Management LLC | 714,722 | $439.14M | 1.0% | -27.0% | 0.187% | |
11/5/2024 | Coalescence Partners Investment Management LP | 16,177 | $10.01M | 4.5% | -31.9% | 0.004% | |
11/4/2024 | Venturi Wealth Management LLC | 1,689 | $1.05M | 0.1% | -38.0% | 0.000% | |
11/4/2024 | Bond & Devick Financial Network Inc. | 326 | $0.20M | 0.1% | N/A | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 5,890 | $3.64M | 0.6% | +38.8% | 0.002% | |
11/4/2024 | Chartwell Investment Partners LLC | 17,496 | $10.82M | 0.4% | +45.8% | 0.005% | |
11/4/2024 | Peregrine Asset Advisers Inc. | 5,313 | $3.29M | 1.1% | +830.5% | 0.001% | |
11/4/2024 | Proffitt & Goodson Inc. | 99 | $61K | 0.0% | -21.4% | 0.000% | |
11/4/2024 | Kennebec Savings Bank | 1,231 | $0.76M | 0.8% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 1,817 | $1.12M | 0.2% | +90.3% | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 12,102 | $7.49M | 0.0% | +114.5% | 0.003% | |
11/4/2024 | Crossmark Global Holdings Inc. | 5,822 | $3.60M | 0.1% | -7.1% | 0.002% | |
11/4/2024 | Tyler Stone Wealth Management | 371 | $0.23M | 0.0% | +267.3% | 0.000% | |
11/4/2024 | Baker Avenue Asset Management LP | 20,940 | $12.95M | 0.4% | +55.5% | 0.005% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 1,712 | $1.06M | 0.2% | -4.0% | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 23,146 | $14.32M | 0.4% | +5.6% | 0.006% | |
11/4/2024 | Ownership Capital B.V. | 270,202 | $167.14M | 5.3% | -17.6% | 0.071% | |
11/4/2024 | Eagle Bluffs Wealth Management LLC | 3,714 | $2.30M | 1.2% | +0.6% | 0.001% | |
11/4/2024 | Sigma Planning Corp | 4,092 | $2.53M | 0.1% | -2.9% | 0.001% | |
11/4/2024 | Arrow Financial Corp | 8,096 | $5.01M | 0.5% | -11.8% | 0.002% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 90,504 | $55.98M | 1.1% | -0.2% | 0.024% | |
11/2/2024 | XML Financial LLC | 577 | $0.36M | 0.0% | +26.8% | 0.000% | |
11/2/2024 | RKL Wealth Management LLC | 15,136 | $9.36M | 0.8% | -1.0% | 0.004% | |
11/1/2024 | Sheets Smith Wealth Management | 2,549 | $1.58M | 0.2% | -1.5% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 1,110 | $0.69M | 0.1% | -22.8% | 0.000% | |
11/1/2024 | Atria Investments Inc | 49,238 | $30.46M | 0.4% | +5.2% | 0.013% | |
11/1/2024 | Essex Savings Bank | 1,703 | $1.05M | 0.3% | +10.5% | 0.000% | |
11/1/2024 | First Personal Financial Services | 18,886 | $11.68M | 2.5% | -0.3% | 0.005% | |
11/1/2024 | Scott & Selber Inc. | 6,351 | $3.93M | 1.2% | -0.4% | 0.002% | |
11/1/2024 | Lindbrook Capital LLC | 7,809 | $4.83M | 0.4% | -4.3% | 0.002% | |
11/1/2024 | Bridges Investment Management Inc. | 133,781 | $82.75M | 1.2% | -0.9% | 0.035% | |
11/1/2024 | Klingman & Associates LLC | 3,137 | $1.94M | 0.1% | +300.1% | 0.001% | |
11/1/2024 | Processus Wealth & Capital Management LLC | 5,905 | $3.65M | 3.0% | -2.6% | 0.002% | |
11/1/2024 | Assetmark Inc. | 35,921 | $22.22M | 0.1% | -3.2% | 0.009% | |
11/1/2024 | Verdence Capital Advisors LLC | 4,047 | $2.50M | 0.2% | +4.5% | 0.001% | |
11/1/2024 | Markel Group Inc. | 35,400 | $21.90M | 0.2% | +20.4% | 0.009% | |
11/1/2024 | Pegasus Partners Ltd. | 1,005 | $0.62M | 0.1% | +29.3% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 668 | $0.41M | 0.2% | +6.2% | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 1,286 | $0.80M | 0.1% | +6.3% | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 35,612 | $22.03M | 1.7% | -0.6% | 0.009% | |
11/1/2024 | SpiderRock Advisors LLC | 3,086 | $1.91M | 0.0% | +0.7% | 0.001% | |
11/1/2024 | Pragma Gestao DE Patrimonio Ltd. | 6,500 | $4.02M | 2.1% | -40.9% | 0.002% | |
11/1/2024 | CWA Asset Management Group LLC | 1,764 | $1.09M | 0.1% | N/A | 0.000% | |
11/1/2024 | Equitable Trust Co. | 3,583 | $2.22M | 0.1% | -28.5% | 0.001% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 57,384 | $35.47M | 0.5% | +0.9% | 0.015% | |
11/1/2024 | Leavell Investment Management Inc. | 6,392 | $3.96M | 0.2% | -1.0% | 0.002% | |
11/1/2024 | Fiera Capital Corp | 139,923 | $86.55M | 0.3% | -0.2% | 0.037% | |
11/1/2024 | Burt Wealth Advisors | 331 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 208 | $0.13M | 0.0% | N/A | 0.000% | |
11/1/2024 | AIA Group Ltd | 17,676 | $10.93M | 0.3% | +1.8% | 0.005% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 38,571 | $23.86M | 3.9% | -0.2% | 0.010% | |
11/1/2024 | Verity Asset Management Inc. | 458 | $0.28M | 0.1% | N/A | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 2,582 | $1.60M | 0.2% | -3.7% | 0.001% | |
10/31/2024 | Confluence Investment Management LLC | 84,593 | $52.33M | 0.7% | -1.6% | 0.022% | |
10/31/2024 | Portside Wealth Group LLC | 11,495 | $7.11M | 1.2% | +2.7% | 0.003% | |
10/31/2024 | Global Strategic Investment Solutions LLC | 1,841 | $1.14M | 0.1% | +3.4% | 0.000% | |
10/31/2024 | JB Capital LLC | 4,534 | $2.80M | 0.2% | -22.5% | 0.001% | |
10/31/2024 | Valley Brook Capital Group Inc. | 4,885 | $3.02M | 2.2% | +0.5% | 0.001% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 7,209 | $4.46M | 0.1% | +2.0% | 0.002% | |
10/31/2024 | Castle Wealth Management LLC | 2,767 | $1.71M | 0.7% | -1.1% | 0.001% | |
10/31/2024 | Principal Financial Group Inc. | 1,247,838 | $771.88M | 0.4% | +22.1% | 0.327% | |
10/31/2024 | Montecito Bank & Trust | 3,612 | $2.23M | 0.4% | +3.8% | 0.001% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 64,122 | $39.66M | 2.4% | -2.3% | 0.017% | |
10/31/2024 | BNC Wealth Management LLC | 2,635 | $1.63M | 0.6% | -0.9% | 0.001% | |
10/31/2024 | Jackson Square Capital LLC | 10,310 | $6.38M | 1.6% | +70.6% | 0.003% | |
10/31/2024 | US Financial Advisors LLC | 7,312 | $4.52M | 1.4% | -1.0% | 0.002% | |
10/31/2024 | Graypoint LLC | 2,992 | $1.85M | 0.1% | +1.4% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,784 | $1.10M | 0.8% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 3,864 | $2.39M | 0.3% | -3.9% | 0.001% | |
10/31/2024 | M&G PLC | 124,927 | $77.33M | 0.4% | -8.1% | 0.033% | |
10/31/2024 | Spinnaker Trust | 10,273 | $6.36M | 0.4% | -5.0% | 0.003% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,587 | $2.22M | 0.1% | +5.3% | 0.001% | |
10/30/2024 | Umpqua Bank | 4,645 | $2.87M | 1.1% | +4.6% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 1,741 | $1.08M | 0.3% | +1.5% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 5,971 | $3.69M | 0.2% | +2.4% | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 91,540 | $56.62M | 1.9% | +0.6% | 0.024% | |
10/30/2024 | 1834 Investment Advisors Co. | 1,686 | $1.04M | 0.1% | -5.9% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 1,044 | $0.65M | 0.2% | +16.6% | 0.000% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 1,127 | $0.70M | 0.0% | -5.6% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 8,820 | $5.46M | 0.5% | -7.9% | 0.002% | |
10/30/2024 | Fiduciary Family Office LLC | 1,594 | $0.99M | 0.3% | +2.4% | 0.000% | |