10/31/2024 | Bridgewater Advisors Inc. | 20,005 | $5.64M | 0.6% | +1.6% | 0.001% | |
10/31/2024 | Malaga Cove Capital LLC | 9,884 | $2.72M | 1.1% | -0.6% | 0.001% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 1,375 | $0.38M | 0.1% | +5.9% | 0.000% | |
10/31/2024 | Exencial Wealth Advisors LLC | 91,351 | $25.12M | 0.9% | -1.7% | 0.005% | |
10/31/2024 | Advisor Resource Council | 4,098 | $1.13M | 0.5% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 18,002 | $4.95M | 0.3% | +0.8% | 0.001% | |
10/31/2024 | Financial Enhancement Group LLC | 30,028 | $8.26M | 1.5% | -23.8% | 0.002% | |
10/31/2024 | Wealth Architects LLC | 2,888 | $0.79M | 0.1% | -2.2% | 0.000% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 5,204 | $1.43M | 1.0% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 3,822 | $1.05M | 0.1% | -6.2% | 0.000% | |
10/31/2024 | Prudent Investors Network Inc. | 1,290 | $0.36M | 0.1% | N/A | 0.000% | |
10/31/2024 | D.B. Root & Company LLC | 2,756 | $0.76M | 0.2% | -22.6% | 0.000% | |
10/31/2024 | M&G PLC | 870,805 | $239.47M | 1.2% | +4.3% | 0.048% | |
10/31/2024 | JNBA Financial Advisors | 2,083 | $0.57M | 0.1% | -30.2% | 0.000% | |
10/31/2024 | Spinnaker Trust | 29,521 | $8.12M | 0.5% | -0.6% | 0.002% | |
10/31/2024 | Donald L. Hagan LLC | 1,366 | $0.38M | 0.2% | +32.1% | 0.000% | |
10/30/2024 | Maia Wealth LLC | 9,109 | $2.58M | 0.6% | +11.5% | 0.000% | |
10/30/2024 | Umpqua Bank | 9,610 | $2.64M | 1.0% | +2.2% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 7,748 | $2.13M | 0.7% | -0.5% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 11,934 | $3.28M | 1.4% | -1.7% | 0.001% | |
10/30/2024 | Foster & Motley Inc. | 10,301 | $2.83M | 0.2% | +81.3% | 0.001% | |
10/30/2024 | Harvest Portfolios Group Inc. | 69,056 | $18.99M | 0.6% | +4.7% | 0.004% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 3,022 | $0.83M | 0.3% | -10.6% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 11,120 | $3.06M | 0.5% | +11.1% | 0.001% | |
10/30/2024 | Invictus Private Wealth LLC | 738 | $0.20M | 0.0% | -6.0% | 0.000% | |
10/30/2024 | 1834 Investment Advisors Co. | 5,536 | $1.52M | 0.2% | -14.3% | 0.000% | |
10/30/2024 | Wisconsin Capital Management LLC | 31,656 | $8.70M | 4.6% | +1.1% | 0.002% | |
10/30/2024 | Financial Security Advisor Inc. | 1,544 | $0.42M | 0.1% | -4.8% | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 9,926 | $2.73M | 0.9% | -1.5% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 8,590 | $2.36M | 0.1% | +3.8% | 0.000% | |
10/30/2024 | Beacon Financial Advisory LLC | 8,093 | $2.23M | 0.8% | +6.3% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 59,027 | $16.23M | 1.5% | +3.3% | 0.003% | |
10/30/2024 | Balentine LLC | 2,186 | $0.60M | 0.0% | -18.6% | 0.000% | |
10/30/2024 | Hixon Zuercher LLC | 1,991 | $0.55M | 0.2% | +3.6% | 0.000% | |
10/30/2024 | Bailard Inc. | 160,890 | $44.24M | 1.2% | -0.8% | 0.009% | |
10/30/2024 | HF Advisory Group LLC | 11,029 | $3.03M | 1.4% | +15.1% | 0.001% | |
10/30/2024 | Crescent Grove Advisors LLC | 1,406 | $0.39M | 0.0% | -3.4% | 0.000% | |
10/30/2024 | JFG Wealth Management LLC | 1,363 | $0.38M | 0.1% | +22.6% | 0.000% | |
10/30/2024 | Focused Wealth Management Inc | 1,132 | $0.31M | 0.0% | +13.9% | 0.000% | |
10/30/2024 | Fiduciary Family Office LLC | 10,489 | $2.88M | 1.0% | +18.4% | 0.001% | |
10/30/2024 | Cornerstone Capital Inc. | 150,273 | $41.32M | 3.9% | -0.3% | 0.008% | |
10/30/2024 | Falcon Wealth Planning | 1,393 | $0.38M | 0.0% | +5.7% | 0.000% | |
10/30/2024 | Austin Private Wealth LLC | 5,019 | $1.38M | 0.1% | +2.7% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 12,828 | $3.53M | 0.3% | -22.3% | 0.001% | |
10/30/2024 | Crestwood Advisors Group LLC | 342,417 | $94.15M | 1.8% | -0.1% | 0.019% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 744 | $0.21M | 0.0% | N/A | 0.000% | |
10/30/2024 | Ameritas Advisory Services LLC | 16,876 | $4.64M | 0.2% | -22.4% | 0.001% | |
10/30/2024 | Heritage Investors Management Corp | 42,370 | $11.65M | 0.4% | +3.1% | 0.002% | |
10/30/2024 | Arthur M. Cohen & Associates LLC | 9,023 | $2.50M | 0.5% | +14.0% | 0.000% | |
10/30/2024 | Hanlon Investment Management Inc. | 907 | $0.25M | 0.1% | +10.1% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 104,878 | $28.84M | 1.1% | +0.7% | 0.006% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 4,249 | $1.17M | 0.8% | -3.5% | 0.000% | |
10/30/2024 | Capital Management Corp VA | 35,433 | $9.74M | 1.7% | +1.7% | 0.002% | |
10/30/2024 | Clarity Financial LLC | 22,015 | $6.05M | 0.7% | +8.6% | 0.001% | |
10/30/2024 | Amalgamated Bank | 377,245 | $103.72M | 0.9% | +11.5% | 0.021% | |
10/30/2024 | Sentry Investment Management LLC | 9,148 | $2.52M | 1.1% | +8.0% | 0.001% | |
10/30/2024 | United Advisor Group LLC | 5,621 | $1.55M | 0.3% | +39.2% | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 41,114 | $11.30M | 1.6% | -0.3% | 0.002% | |
10/30/2024 | Yacktman Asset Management LP | 732 | $0.20M | 0.0% | N/A | 0.000% | |
10/30/2024 | ASB Consultores LLC | 5,244 | $1.44M | 0.6% | -3.2% | 0.000% | |
10/30/2024 | James J. Burns & Company LLC | 1,931 | $0.53M | 0.1% | +6.1% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 2,848 | $0.78M | 0.1% | -4.2% | 0.000% | |
10/30/2024 | AlphaCentric Advisors LLC | 690 | $0.19M | 0.1% | -6.4% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 124,553 | $34.25M | 0.9% | -4.4% | 0.007% | |
10/30/2024 | FSM Wealth Advisors LLC | 10,376 | $2.85M | 0.8% | +1.9% | 0.001% | |
10/30/2024 | Alterna Wealth Management Inc. | 3,847 | $1.06M | 0.9% | -7.9% | 0.000% | |
10/30/2024 | Moloney Securities Asset Management LLC | 17,931 | $4.93M | 0.7% | -16.3% | 0.001% | |
10/30/2024 | Legacy CG LLC | 22,669 | $6.23M | 2.0% | -1.6% | 0.001% | |
10/30/2024 | Catalyst Capital Advisors LLC | 1,855 | $0.51M | 0.0% | -86.1% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 1,123,428 | $308.25M | 1.2% | -2.7% | 0.061% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 4,952 | $1.36M | 0.6% | +2.1% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 261,166 | $71.81M | 4.1% | +16.9% | 0.014% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 611,676 | $168.18M | 1.2% | -2.2% | 0.033% | |
10/30/2024 | First National Bank of Mount Dora Trust Investment Services | 18,241 | $5.02M | 1.1% | -1.3% | 0.001% | |
10/30/2024 | PDS Planning Inc | 9,182 | $2.53M | 0.2% | +0.5% | 0.001% | |
10/30/2024 | World Equity Group Inc. | 4,105 | $1.13M | 0.4% | -72.5% | 0.000% | |
10/30/2024 | Garrison Asset Management LLC | 1,919 | $0.53M | 0.3% | +2.6% | 0.000% | |
10/30/2024 | Leeward Financial Partners LLC | 14,608 | $4.02M | 1.5% | +3.8% | 0.001% | |
10/30/2024 | Palisades Hudson Asset Management L.P. | 2,922 | $0.80M | 0.3% | +1.7% | 0.000% | |
10/30/2024 | QRG Capital Management Inc. | 215,740 | $59.32M | 0.6% | -1.7% | 0.012% | |
10/30/2024 | Asset Management One Co. Ltd. | 746,494 | $205.25M | 0.7% | +1.8% | 0.041% | |
10/30/2024 | National Pension Service | 2,959,960 | $813.84M | 0.8% | +13.8% | 0.162% | |
10/30/2024 | Silicon Valley Capital Partners | 6,565 | $1.81M | 0.2% | -76.6% | 0.000% | |
10/30/2024 | Cohen Capital Management Inc. | 37,333 | $10.27M | 1.7% | +2.4% | 0.002% | |
10/30/2024 | CORDA Investment Management LLC. | 5,568 | $1.53M | 0.1% | -4.0% | 0.000% | |
10/30/2024 | Wetzel Investment Advisors Inc. | 1,045 | $0.29M | 0.1% | -6.5% | 0.000% | |
10/30/2024 | Vestor Capital LLC | 39,654 | $10.90M | 0.9% | -66.7% | 0.002% | |
10/30/2024 | Intact Investment Management Inc. | 10,300 | $2.83M | 0.1% | +930.0% | 0.001% | |
10/30/2024 | Wheelhouse Advisory Group LLC | 730 | $0.20M | 0.1% | N/A | 0.000% | |
10/29/2024 | Cortland Associates Inc. MO | 206,112 | $56.67M | 6.9% | -1.0% | 0.011% | |
10/29/2024 | HS Management Partners LLC | 228,520 | $62.83M | 4.0% | +57.9% | 0.012% | |
10/29/2024 | Northeast Investment Management | 259,373 | $71.32M | 3.2% | -0.5% | 0.014% | |
10/29/2024 | Roman Butler Fullerton & Co. | 4,750 | $1.33M | 0.4% | +1.4% | 0.000% | |
10/29/2024 | Citizens National Bank Trust Department | 22,787 | $6.27M | 1.3% | +3.3% | 0.001% | |
10/29/2024 | Donaldson Capital Management LLC | 38,119 | $10.48M | 0.4% | +4.6% | 0.002% | |
10/29/2024 | Kanawha Capital Management LLC | 3,422 | $0.94M | 0.1% | -1.2% | 0.000% | |
10/29/2024 | KG&L Capital Management LLC | 5,355 | $1.47M | 0.5% | +144.9% | 0.000% | |
10/29/2024 | Forum Financial Management LP | 8,839 | $2.43M | 0.0% | +2.4% | 0.000% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 2,115,509 | $581.66M | 1.2% | -24.6% | 0.116% | |
10/29/2024 | Lansing Street Advisors | 752 | $0.21M | 0.1% | N/A | 0.000% | |