5/2/2024 | Choreo LLC | 8,229 | $6.40M | 0.2% | -4.8% | 0.001% | |
5/2/2024 | Tobam | 43,604 | $33.92M | 3.0% | -23.4% | 0.005% | |
5/2/2024 | CNB Bank | 1,099 | $855K | 0.4% | +12.6% | 0.000% | |
5/2/2024 | Tokio Marine Asset Management Co. Ltd. | 44,308 | $34.47M | 1.7% | -7.3% | 0.005% | |
5/2/2024 | Sippican Capital Advisors | 3,586 | $2.79M | 2.2% | -23.3% | 0.000% | |
5/2/2024 | Harbor Advisors LLC | 900 | $700K | 0.1% | +80.0% | 0.000% | |
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5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 6,758 | $5.26M | 1.3% | -7.2% | 0.001% | |
5/2/2024 | Crown Wealth Group LLC | 3,112 | $2.42M | 1.2% | -1.7% | 0.000% | |
5/2/2024 | Mckinley Capital Management LLC | 18,654 | $14.51M | 1.7% | +10.5% | 0.002% | |
5/2/2024 | Seelaus Asset Management LLC | 465 | $362K | 0.4% | -47.8% | 0.000% | |
5/2/2024 | Moloney Securities Asset Management LLC | 5,284 | $4.11M | 0.6% | +1.8% | 0.001% | |
5/2/2024 | Rockline Wealth Management LLC | 2,540 | $1.98M | 0.7% | +25.2% | 0.000% | |
5/2/2024 | Main Street Research LLC | 3,281 | $2.55M | 0.2% | +4.8% | 0.000% | |
5/2/2024 | Valley Brook Capital Group Inc. | 1,358 | $1.06M | 0.8% | +3.6% | 0.000% | |
5/2/2024 | Palisade Asset Management LLC | 22,509 | $17.51M | 1.7% | -0.9% | 0.002% | |
5/2/2024 | Greenwood Capital Associates LLC | 12,145 | $9.45M | 1.3% | -14.7% | 0.001% | |
5/2/2024 | Schulhoff & Co. Inc. | 4,880 | $3.80M | 1.7% | -3.9% | 0.001% | |
5/2/2024 | PDS Planning Inc | 5,065 | $3.94M | 0.4% | +1.6% | 0.001% | |
5/2/2024 | Argent Advisors Inc. | 4,056 | $3.16M | 1.2% | -0.5% | 0.000% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 2,540 | $1.98M | 0.5% | -3.8% | 0.000% | |
5/2/2024 | Cross Staff Investments Inc | 2,540 | $1.98M | 1.7% | -0.8% | 0.000% | |
5/2/2024 | Hanlon Investment Management Inc. | 3,534 | $2.75M | 0.8% | +3.3% | 0.000% | |
5/2/2024 | Fortem Financial Group LLC | 1,715 | $1.34M | 0.6% | -2.6% | 0.000% | |
5/2/2024 | Westwood Wealth Management | 1,615 | $1.26M | 0.6% | N/A | 0.000% | |
5/2/2024 | High Note Wealth LLC | 3,210 | $2.50M | 0.8% | -19.5% | 0.000% | |
5/1/2024 | GLOBALT Investments LLC GA | 21,468 | $16.70M | 0.7% | -5.9% | 0.002% | |
5/1/2024 | Paces Ferry Wealth Advisors LLC | 401 | $312K | 0.2% | N/A | 0.000% | |
5/1/2024 | Stone Point Wealth LLC | 1,946 | $1.51M | 0.5% | -1.3% | 0.000% | |
5/1/2024 | Schear Investment Advisers LLC | 7,611 | $5.92M | 4.8% | -2.2% | 0.001% | |
5/1/2024 | Resonant Capital Advisors LLC | 5,359 | $4.17M | 0.4% | +16.2% | 0.001% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 4,880 | $3.80M | 2.4% | +0.4% | 0.001% | |
5/1/2024 | KFA Private Wealth Group LLC | 276 | $215K | 0.1% | N/A | 0.000% | |
5/1/2024 | 1834 Investment Advisors Co. | 4,401 | $3.42M | 0.4% | -1.0% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 314,716 | $244.84M | 0.7% | +19.1% | 0.033% | |
5/1/2024 | Peterson Wealth Services | 4,487 | $3.49M | 1.3% | N/A | 0.000% | |
5/1/2024 | Auour Investments LLC | 300 | $233K | 0.1% | N/A | 0.000% | |
5/1/2024 | Intelligence Driven Advisers LLC | 1,250 | $972K | 0.1% | -3.8% | 0.000% | |
5/1/2024 | CWS Financial Advisors LLC | 1,163 | $905K | 0.4% | -38.0% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 49,384 | $38.42M | 0.5% | -11.1% | 0.005% | |
5/1/2024 | Source Financial Advisors LLC | 748 | $582K | 0.2% | +6.1% | 0.000% | |
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5/1/2024 | Centric Wealth Management | 14,124 | $11.03M | 3.5% | +4.3% | 0.001% | |
5/1/2024 | Oak Ridge Investments LLC | 55,603 | $43.26M | 4.4% | +3.8% | 0.006% | |
5/1/2024 | Ascent Wealth Partners LLC | 1,592 | $1.21M | 0.2% | N/A | 0.000% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 333,939 | $259.79M | 0.5% | +12.0% | 0.035% | |
5/1/2024 | Prosperity Consulting Group LLC | 3,395 | $2.64M | 0.3% | +186.7% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 6,515 | $5.07M | 0.2% | +32.0% | 0.001% | |
5/1/2024 | Braun Stacey Associates Inc. | 66,304 | $51.58M | 2.0% | -0.5% | 0.007% | |
5/1/2024 | Mission Wealth Management LP | 8,689 | $6.76M | 0.2% | +20.5% | 0.001% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 294 | $229K | 0.0% | N/A | 0.000% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 385 | $300K | 0.2% | +4.1% | 0.000% | |
5/1/2024 | Parthenon LLC | 5,667 | $4.41M | 0.6% | -1.7% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 1,807 | $1.37M | 0.4% | +33.1% | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 338 | $263K | 0.1% | N/A | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 9,419 | $7.33M | 0.4% | -26.1% | 0.001% | |
5/1/2024 | Sequoia Financial Advisors LLC | 54,785 | $42.62M | 0.5% | -14.8% | 0.006% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 2,111 | $1.65M | 0.4% | +3.0% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 3,093 | $2.35M | 0.1% | N/A | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 76,282 | $59.35M | 0.4% | +0.6% | 0.008% | |
4/30/2024 | Consolidated Portfolio Review Corp | 5,782 | $4.50M | 1.2% | +1.1% | 0.001% | |
4/30/2024 | Lodestone Wealth Management LLC | 498 | $387K | 0.2% | -11.2% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 9,186 | $7.14M | 0.4% | +1.4% | 0.001% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 6,424 | $5.00M | 1.2% | -5.3% | 0.001% | |
4/30/2024 | Vantage Investment Partners LLC | 20,486 | $15.93M | 1.4% | -31.1% | 0.002% | |
4/30/2024 | Retirement Systems of Alabama | 176,000 | $136.92M | 0.5% | +0.1% | 0.019% | |
4/30/2024 | TFC Financial Management Inc. | 243 | $189K | 0.0% | -12.9% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 5,959 | $4.64M | 0.8% | -72.8% | 0.001% | |
4/30/2024 | North Star Investment Management Corp. | 9,508 | $7.40M | 0.5% | +5.6% | 0.001% | |
4/30/2024 | Longbow Finance SA | 25,205 | $19.61M | 2.0% | +73.3% | 0.003% | |
4/30/2024 | Norden Group LLC | 2,053 | $1.60M | 0.1% | +22.1% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 245,287 | $190.82M | 0.3% | +10.5% | 0.026% | |
4/30/2024 | JLB & Associates Inc. | 16,359 | $12.73M | 1.7% | -5.8% | 0.002% | |
4/30/2024 | Fortis Group Advisors LLC | 2,614 | $2.03M | 0.4% | +553.5% | 0.000% | |
4/30/2024 | Saxony Capital Management LLC | 1,824 | $1.42M | 1.7% | +19.8% | 0.000% | |
4/30/2024 | TSP Capital Management Group LLC | 20,350 | $15.83M | 5.1% | -0.2% | 0.002% | |
4/30/2024 | Beam Wealth Advisors Inc. | 848 | $660K | 0.4% | -35.9% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 38,715 | $30.12M | 0.4% | +2.9% | 0.004% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 4,945 | $3.85M | 0.9% | -0.5% | 0.001% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 3,802 | $2.96M | 0.7% | -73.2% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 105 | $82K | 0.1% | +16.7% | 0.000% | |
4/30/2024 | RF&L Wealth Management LLC | 3,884 | $3.02M | 2.3% | -7.8% | 0.000% | |
4/30/2024 | Woodward Diversified Capital LLC | 4,280 | $3.33M | 2.1% | +2.9% | 0.000% | |
4/30/2024 | Warther Private Wealth LLC | 4,225 | $3.29M | 1.5% | +26.9% | 0.000% | |
4/30/2024 | Concord Wealth Partners | 4,631 | $3.60M | 0.6% | +27.1% | 0.000% | |
4/30/2024 | Geneva Partners LLC | 8,258 | $6.42M | 2.8% | -4.6% | 0.001% | |
4/30/2024 | MN Wealth Advisors LLC | 1,902 | $1.48M | 0.9% | -2.4% | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 6,440 | $5.01M | 2.9% | -8.4% | 0.001% | |
4/30/2024 | WealthBridge Capital Management LLC | 3,273 | $2.55M | 0.9% | +5.9% | 0.000% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 532 | $414K | 0.0% | N/A | 0.000% | |
4/30/2024 | Vance Wealth Inc. | 399 | $310K | 0.1% | +9.0% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 5,330 | $4.15M | 0.2% | +6.6% | 0.001% | |
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4/30/2024 | Vest Financial LLC | 1,142 | $888K | 0.0% | N/A | 0.000% | |
4/30/2024 | Signet Investment Advisory Group Inc. | 7,474 | $5.81M | 3.2% | -2.4% | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 3,911 | $3.04M | 0.2% | +2.8% | 0.000% | |
4/30/2024 | Thomas Story & Son LLC | 2,655 | $2.07M | 0.9% | -2.7% | 0.000% | |
4/30/2024 | Camden National Bank | 1,638 | $1.27M | 0.2% | -4.7% | 0.000% | |
4/30/2024 | Caprock Group LLC | 10,740 | $8.36M | 0.5% | +8.1% | 0.001% | |
4/30/2024 | Naples Global Advisors LLC | 13,328 | $10.37M | 1.1% | -2.2% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 38,966 | $30.31M | 0.9% | -4.9% | 0.004% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 42,709 | $32.48M | 19.2% | -2.7% | 0.004% | |
4/30/2024 | Mayflower Financial Advisors LLC | 3,032 | $2.36M | 0.2% | -3.4% | 0.000% | |