4/27/2024 | Weatherly Asset Management L. P. | 10,318 | $10.01M | 1.0% | +3.2% | 0.003% | |
4/26/2024 | Pinnacle Associates Ltd. | 3,445 | $3.34M | 0.1% | +1.1% | 0.001% | |
4/26/2024 | Trueblood Wealth Management LLC | 251 | $244K | 0.1% | -37.4% | 0.000% | |
4/26/2024 | Sterling Investment Counsel LLC | 271 | $263K | 0.1% | N/A | 0.000% | |
4/26/2024 | Triasima Portfolio Management inc. | 2,550 | $2.48M | 0.2% | +0.8% | 0.001% | |
4/26/2024 | McGuire Investment Group LLC | 13,891 | $13.48M | 2.0% | -0.3% | 0.004% | |
|
4/26/2024 | UMB Bank n.a. | 425 | $412K | 0.0% | +32.8% | 0.000% | |
4/26/2024 | MBA Advisors LLC | 334 | $324K | 0.2% | N/A | 0.000% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 218 | $208K | 0.2% | N/A | 0.000% | |
4/26/2024 | Rocky Mountain Advisers LLC | 42 | $41K | 0.0% | +110.0% | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 298 | $289K | 0.1% | -25.7% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 6,879 | $6.68M | 0.1% | -3.6% | 0.002% | |
4/26/2024 | YHB Investment Advisors Inc. | 104 | $101K | 0.0% | N/A | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 5,868 | $5.70M | 0.6% | +92.8% | 0.001% | |
4/26/2024 | Sage Rhino Capital LLC | 1,342 | $1.30M | 0.3% | +3.4% | 0.000% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 1,248 | $1.21M | 0.6% | +3.5% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 409 | $397K | 0.1% | -26.3% | 0.000% | |
4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 1,000 | $970K | 0.1% | -25.9% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 1,663 | $1.61M | 0.2% | -6.9% | 0.000% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 883 | $858K | 0.0% | N/A | 0.000% | |
4/26/2024 | Carr Financial Group Corp | 568 | $551K | 0.2% | -9.7% | 0.000% | |
4/26/2024 | KG&L Capital Management LLC | 2,797 | $2.71M | 1.1% | -13.5% | 0.001% | |
4/26/2024 | Verdence Capital Advisors LLC | 2,562 | $2.49M | 0.2% | +1.7% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 1,954 | $1.90M | 0.1% | -9.3% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 1,902 | $1.85M | 0.2% | +1.7% | 0.000% | |
4/25/2024 | WCM Investment Management LLC | 1,734,299 | $1.68B | 4.0% | -2.5% | 0.440% | |
4/25/2024 | Mendota Financial Group LLC | 144 | $140K | 0.1% | -41.0% | 0.000% | |
4/25/2024 | Bank of New York Mellon Corp | 236,498 | $229.51M | 0.0% | +0.1% | 0.060% | |
4/25/2024 | Equitable Trust Co. | 7,159 | $6.95M | 0.5% | +2.4% | 0.002% | |
4/25/2024 | Capital Investment Advisory Services LLC | 438 | $425K | 0.0% | +9.0% | 0.000% | |
4/25/2024 | GFS Advisors LLC | 208 | $201K | 0.0% | N/A | 0.000% | |
4/25/2024 | Aaron Wealth Advisors LLC | 1,721 | $1.67M | 0.2% | +117.0% | 0.000% | |
4/25/2024 | Valeo Financial Advisors LLC | 1,778 | $1.59M | 0.0% | +1.5% | 0.000% | |
4/25/2024 | Telos Capital Management Inc. | 8,232 | $7.99M | 0.9% | -0.6% | 0.002% | |
4/25/2024 | Freedom Day Solutions LLC | 568 | $551K | 0.2% | -5.5% | 0.000% | |
4/25/2024 | Summit Financial LLC | 729 | $708K | 0.0% | +30.2% | 0.000% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 19,047 | $18.49M | 0.1% | +22.0% | 0.005% | |
4/25/2024 | Heirloom Wealth Management | 18,062 | $17.53M | 6.0% | -24.1% | 0.005% | |
4/24/2024 | Elite Wealth Management Inc. | 4,321 | $4.19M | 0.1% | +10.2% | 0.001% | |
4/24/2024 | Leavell Investment Management Inc. | 1,804 | $1.75M | 0.1% | +9.2% | 0.000% | |
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4/24/2024 | CENTRAL TRUST Co | 5,545 | $5.38M | 0.1% | -1.5% | 0.001% | |
4/24/2024 | 1900 Wealth Management LLC | 836 | $811K | 0.1% | +35.5% | 0.000% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 110 | $107K | 0.0% | -60.6% | 0.000% | |
4/24/2024 | HMS Capital Management LLC | 550 | $534K | 0.3% | -27.0% | 0.000% | |
4/24/2024 | Dakota Wealth Management | 1,436 | $1.39M | 0.0% | +1.1% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 7,018 | $6.81M | 0.2% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 381 | $370K | 0.0% | -4.3% | 0.000% | |
4/24/2024 | Spire Wealth Management | 1,499 | $1.45M | 0.1% | +8.2% | 0.000% | |
4/24/2024 | First Pacific Financial | 1,109 | $1.08M | 0.3% | -1.9% | 0.000% | |
4/24/2024 | Essex Financial Services Inc. | 1,810 | $1.76M | 0.2% | +0.8% | 0.000% | |
4/24/2024 | Solstein Capital LLC | 810 | $786K | 0.5% | +26.6% | 0.000% | |
4/24/2024 | E Fund Management Hong Kong Co. Ltd. | 120 | $116K | 0.1% | +106.9% | 0.000% | |
4/23/2024 | North Point Portfolio Managers Corp OH | 16,644 | $16.15M | 2.7% | +0.3% | 0.004% | |
4/23/2024 | Canal Capital Management LLC | 6,165 | $5.98M | 1.0% | +12.6% | 0.002% | |
4/23/2024 | Busey Bank | 223 | $216K | 0.0% | -32.4% | 0.000% | |
4/23/2024 | BSW Wealth Partners | 727 | $706K | 0.1% | -23.2% | 0.000% | |
4/23/2024 | Bfsg LLC | 1,059 | $1.03M | 0.1% | +117.0% | 0.000% | |
4/23/2024 | Global Retirement Partners LLC | 4,871 | $4.73M | 0.2% | +2.5% | 0.001% | |
4/23/2024 | Covenant Asset Management LLC | 8,172 | $7.93M | 1.3% | +0.2% | 0.002% | |
4/23/2024 | Louisiana State Employees Retirement System | 6,800 | $6.60M | 0.1% | -2.9% | 0.002% | |
4/23/2024 | Sage Mountain Advisors LLC | 409 | $397K | 0.0% | +5.4% | 0.000% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 3,121 | $3.03M | 0.2% | +530.5% | 0.001% | |
4/23/2024 | WASHINGTON TRUST Co | 19,548 | $18.97M | 0.7% | -0.9% | 0.005% | |
4/23/2024 | Venturi Wealth Management LLC | 1,976 | $1.92M | 0.1% | -17.0% | 0.001% | |
4/23/2024 | Tyche Wealth Partners LLC | 227 | $220K | 0.1% | N/A | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 8,204 | $7.96M | 0.0% | +100.1% | 0.002% | |
4/23/2024 | Summit Trail Advisors LLC | 1,678 | $1.63M | 0.0% | -3.5% | 0.000% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 47,798 | $46.39M | 0.5% | -0.5% | 0.012% | |
4/23/2024 | Strategic Blueprint LLC | 369 | $358K | 0.0% | +13.2% | 0.000% | |
4/23/2024 | Arcadia Investment Management Corp MI | 7,117 | $6.91M | 1.2% | +0.7% | 0.002% | |
4/23/2024 | Bank of Stockton | 1,153 | $1.12M | 0.3% | +4.6% | 0.000% | |
4/23/2024 | Financial Consulate Inc. | 259 | $251K | 0.1% | N/A | 0.000% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 34,120 | $33.11M | 0.0% | -3.7% | 0.009% | |
4/23/2024 | Stonegate Investment Group LLC | 1,078 | $1.05M | 0.0% | +118.2% | 0.000% | |
4/23/2024 | Wendell David Associates Inc. | 352 | $342K | 0.0% | +6.7% | 0.000% | |
4/23/2024 | Paradiem LLC | 813 | $789K | 0.2% | -15.5% | 0.000% | |
4/22/2024 | Compound Global Advisors LLC | 5,458 | $5.30M | 0.8% | -49.0% | 0.001% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 338 | $328K | 0.0% | N/A | 0.000% | |
4/22/2024 | Confluence Wealth Services Inc. | 212 | $206K | 0.0% | N/A | 0.000% | |
4/22/2024 | Intrinsic Value Partners LLC | 1,068 | $1.04M | 1.1% | -22.8% | 0.000% | |
4/22/2024 | Nilsine Partners LLC | 507 | $492K | 0.1% | +21.6% | 0.000% | |
4/22/2024 | PFG Investments LLC | 1,927 | $1.87M | 0.1% | +39.6% | 0.000% | |
4/22/2024 | Altfest L J & Co. Inc. | 1,882 | $1.83M | 0.3% | -1.6% | 0.000% | |
4/22/2024 | Parsons Capital Management Inc. RI | 3,159 | $3.07M | 0.2% | -0.5% | 0.001% | |
4/22/2024 | Outlook Wealth Advisors LLC | 441 | $428K | 0.1% | +20.8% | 0.000% | |
4/22/2024 | Raymond James & Associates | 205,880 | $199.80M | 0.1% | +7.3% | 0.052% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 769 | $746K | 0.2% | -2.9% | 0.000% | |
4/22/2024 | Everpar Advisors LLC | 254 | $246K | 0.1% | -59.1% | 0.000% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 1,696 | $1.65M | 0.1% | -4.7% | 0.000% | |
4/19/2024 | Teamwork Financial Advisors LLC | 294 | $285K | 0.0% | -10.6% | 0.000% | |
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4/19/2024 | Veracity Capital LLC | 700 | $679K | 0.3% | +161.2% | 0.000% | |
4/19/2024 | Willis Johnson & Associates Inc. | 315 | $305K | 0.0% | N/A | 0.000% | |
4/19/2024 | Marshall Financial Group LLC | 1,721 | $1.67M | 0.5% | +4.1% | 0.000% | |
4/19/2024 | American National Bank & Trust Co. VA | 5,688 | $5.52M | 1.3% | N/A | 0.001% | |
4/19/2024 | ZRC Wealth Management LLC | 40 | $39K | 0.0% | N/A | 0.000% | |
4/19/2024 | RBA Wealth Management LLC | 6,931 | $6.73M | 2.7% | -1.7% | 0.002% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 2,714 | $2.63M | 0.7% | -4.1% | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 7,364 | $7.15M | 0.5% | +2.8% | 0.002% | |
4/19/2024 | Kovack Advisors Inc. | 748 | $726K | 0.1% | +10.3% | 0.000% | |
4/19/2024 | Taylor Frigon Capital Management LLC | 2,611 | $2.53M | 1.2% | -7.3% | 0.001% | |