5/1/2024 | Retirement Group LLC | 99,387 | $11.55M | 4.1% | -4.3% | 0.003% | |
5/1/2024 | Parthenon LLC | 187,913 | $21.84M | 2.8% | +0.4% | 0.005% | |
5/1/2024 | Bridgewater Advisors Inc. | 31,935 | $3.71M | 0.6% | -1.5% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 11,332 | $1.33M | 0.4% | -9.2% | 0.000% | |
5/1/2024 | Northcape Wealth Management LLC | 31,438 | $3.65M | 1.3% | -6.6% | 0.001% | |
5/1/2024 | Smith Group Asset Management LLC | 204,505 | $23.77M | 1.4% | -6.0% | 0.005% | |
|
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 210,785 | $24.50M | 1.8% | -2.6% | 0.005% | |
5/1/2024 | Bray Capital Advisors | 16,787 | $1.95M | 0.5% | +3.2% | 0.000% | |
5/1/2024 | Worth Financial Advisory Group LLC | 7,997 | $930K | 0.6% | +9.8% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 389,272 | $45.25M | 0.6% | +22.6% | 0.010% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 25,021 | $2.91M | 0.7% | +10.0% | 0.001% | |
5/1/2024 | Diversify Advisory Services LLC | 44,699 | $5.23M | 0.3% | N/A | 0.001% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 7,999 | $930K | 0.2% | +14.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 505,991 | $58.82M | 0.4% | +2.2% | 0.013% | |
4/30/2024 | Consolidated Portfolio Review Corp | 3,047 | $354K | 0.1% | -53.6% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 113,084 | $13.15M | 0.7% | +7.3% | 0.003% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 3,203 | $372K | 0.1% | -2.9% | 0.000% | |
4/30/2024 | Granite Harbor Advisors Inc. | 2,642 | $307K | 0.2% | +11.0% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 1,489,393 | $173.13M | 0.7% | -0.4% | 0.038% | |
4/30/2024 | TFC Financial Management Inc. | 40,939 | $4.76M | 0.8% | -0.4% | 0.001% | |
4/30/2024 | Hartline Investment Corp | 50,056 | $5.82M | 1.0% | +1,085.6% | 0.001% | |
4/30/2024 | North Star Investment Management Corp. | 59,669 | $6.94M | 0.5% | +3.5% | 0.002% | |
4/30/2024 | Fairman Group LLC | 2,261 | $263K | 0.2% | +7.5% | 0.000% | |
4/30/2024 | Longbow Finance SA | 231,655 | $26.93M | 2.7% | +30.3% | 0.006% | |
4/30/2024 | Norden Group LLC | 26,383 | $3.07M | 0.2% | +83.4% | 0.001% | |
4/30/2024 | Dillon & Associates Inc. | 1,788 | $207K | 0.0% | N/A | 0.000% | |
4/30/2024 | Culbertson A N & Co. Inc. | 68,391 | $7.95M | 1.4% | +1.9% | 0.002% | |
4/30/2024 | Van ECK Associates Corp | 601,922 | $69.97M | 0.1% | +8.3% | 0.015% | |
4/30/2024 | Fortis Group Advisors LLC | 30,469 | $3.54M | 0.7% | -3.9% | 0.001% | |
4/30/2024 | SWS Partners | 3,111 | $362K | 0.1% | +8.9% | 0.000% | |
4/30/2024 | LifePlan Financial LLC | 4,850 | $564K | 0.5% | +71.4% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 150,759 | $17.52M | 0.2% | -3.2% | 0.004% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 76,885 | $8.94M | 2.2% | -29.4% | 0.002% | |
4/30/2024 | West Bancorporation Inc. | 2,221 | $258K | 0.2% | -63.2% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 1,878 | $218K | 0.2% | +54.6% | 0.000% | |
4/30/2024 | Violich Capital Management Inc. | 27,065 | $3.15M | 0.5% | +8.2% | 0.001% | |
4/30/2024 | Woodward Diversified Capital LLC | 66,556 | $7.74M | 4.8% | +1.3% | 0.002% | |
4/30/2024 | Concord Wealth Partners | 37,923 | $4.41M | 0.8% | +17.5% | 0.001% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 25,597 | $2.98M | 0.6% | -1.6% | 0.001% | |
4/30/2024 | MN Wealth Advisors LLC | 3,194 | $371K | 0.2% | N/A | 0.000% | |
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4/30/2024 | Granite Bay Wealth Management LLC | 2,727 | $317K | 0.2% | -98.5% | 0.000% | |
4/30/2024 | Fountainhead AM LLC | 1,726 | $201K | 0.0% | N/A | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 1,828 | $213K | 0.1% | N/A | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 12,662 | $1.47M | 0.5% | +9.4% | 0.000% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 16,178 | $1.88M | 0.0% | +19.3% | 0.000% | |
4/30/2024 | JMG Financial Group Ltd. | 4,223 | $491K | 0.0% | +13.7% | 0.000% | |
4/30/2024 | Vance Wealth Inc. | 3,577 | $416K | 0.2% | +8.7% | 0.000% | |
4/30/2024 | Private Wealth Management Group LLC | 3,604 | $419K | 0.2% | -7.7% | 0.000% | |
4/30/2024 | Naples Money Management LLC | 11,595 | $1.35M | 1.3% | -17.8% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 49,793 | $5.79M | 0.3% | +16.9% | 0.001% | |
4/30/2024 | Windle Wealth LLC | 59,999 | $6.97M | 4.4% | +7.5% | 0.002% | |
4/30/2024 | Vest Financial LLC | 538,567 | $62.60M | 1.7% | +42.4% | 0.014% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 15,925 | $1.85M | 0.8% | +17.1% | 0.000% | |
4/30/2024 | Arkadios Wealth Advisors | 60,874 | $7.08M | 0.5% | -1.2% | 0.002% | |
4/30/2024 | Camden National Bank | 8,964 | $1.04M | 0.2% | -1.8% | 0.000% | |
4/30/2024 | Mill Capital Management LLC | 230,303 | $26.77M | 2.2% | -0.2% | 0.006% | |
4/30/2024 | Caprock Group LLC | 48,512 | $5.64M | 0.3% | +7.2% | 0.001% | |
4/30/2024 | Naples Global Advisors LLC | 75,481 | $8.77M | 0.9% | +1.3% | 0.002% | |
4/30/2024 | Perigon Wealth Management LLC | 128,213 | $14.90M | 0.5% | +11.1% | 0.003% | |
4/30/2024 | Mayflower Financial Advisors LLC | 36,890 | $4.29M | 0.3% | -78.2% | 0.001% | |
4/30/2024 | SkyOak Wealth LLC | 3,517 | $409K | 0.1% | +18.5% | 0.000% | |
4/30/2024 | Lakeridge Wealth Management LLC | 15,826 | $1.84M | 1.2% | -3.3% | 0.000% | |
4/30/2024 | Investment Advisory Group LLC | 13,236 | $1.54M | 0.6% | -2.7% | 0.000% | |
4/30/2024 | Argent Capital Management LLC | 7,390 | $859K | 0.0% | -3.2% | 0.000% | |
4/30/2024 | Unionview LLC | 6,133 | $713K | 0.6% | -7.5% | 0.000% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 21,220 | $2.46M | 1.5% | +2.0% | 0.001% | |
4/30/2024 | Renaissance Investment Group LLC | 18,092 | $2.10M | 0.5% | -13.8% | 0.000% | |
4/30/2024 | Stock Yards Bank & Trust Co. | 285,043 | $33.13M | 1.1% | -5.1% | 0.007% | |
4/29/2024 | Commonwealth Equity Services LLC | 2,403,648 | $279.40M | 0.5% | -4.0% | 0.061% | |
4/29/2024 | Boyd Watterson Asset Management LLC OH | 44,952 | $5.23M | 1.9% | +1.2% | 0.001% | |
4/29/2024 | Greenleaf Trust | 85,260 | $9.91M | 0.1% | +3.4% | 0.002% | |
4/29/2024 | Principal Financial Group Inc. | 5,719,339 | $664.82M | 0.4% | +4.5% | 0.144% | |
4/29/2024 | Benjamin Edwards Inc. | 27,949 | $3.25M | 0.6% | -15.8% | 0.001% | |
4/29/2024 | Crew Capital Management Ltd. | 8,254 | $959K | 0.8% | +8.1% | 0.000% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 430,225 | $50.01M | 0.9% | +0.7% | 0.011% | |
4/29/2024 | Horizon Advisory Services Inc. | 3,001 | $349K | 0.2% | N/A | 0.000% | |
4/29/2024 | Lederer & Associates Investment Counsel CA | 9,812 | $1.14M | 0.8% | +19.0% | 0.000% | |
4/29/2024 | Notis McConarty Edward | 33,660 | $3.91M | 1.5% | -11.6% | 0.001% | |
4/29/2024 | Silicon Valley Capital Partners | 66,849 | $7.77M | 1.2% | +24.0% | 0.002% | |
4/29/2024 | Aspire Wealth Management Corp | 11,156 | $1.30M | 0.8% | +6.1% | 0.000% | |
4/29/2024 | Paragon Advisors LLC | 4,994 | $581K | 0.2% | +5.8% | 0.000% | |
4/29/2024 | Meritage Portfolio Management | 70,323 | $8.17M | 0.5% | +32.7% | 0.002% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 12,076 | $1.42M | 0.3% | +10.8% | 0.000% | |
4/29/2024 | Insight Inv LLC | 19,796 | $2.30M | 2.0% | +0.8% | 0.001% | |
4/29/2024 | RWA Wealth Partners LLC | 273,532 | $31.80M | 0.4% | -0.2% | 0.007% | |
4/29/2024 | Wealthspan Partners LLC | 4,836 | $562K | 0.3% | +4.4% | 0.000% | |
4/29/2024 | Phillips Wealth Planners LLC | 6,000 | $712K | 0.8% | +5.0% | 0.000% | |
4/29/2024 | American Capital Advisory LLC | 3,233 | $355K | 0.3% | -39.7% | 0.000% | |
4/29/2024 | Tower Bridge Advisors | 41,310 | $4.80M | 0.5% | -23.2% | 0.001% | |
4/29/2024 | Crescent Grove Advisors LLC | 14,595 | $1.70M | 0.2% | -11.8% | 0.000% | |
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4/29/2024 | PBMares Wealth Management LLC | 94,728 | $11.01M | 2.9% | -0.2% | 0.002% | |
4/29/2024 | Union Savings Bank | 16,631 | $1.93M | 1.0% | -3.4% | 0.000% | |
4/29/2024 | RAM Investment Partners LLC | 2,414 | $281K | 0.1% | N/A | 0.000% | |
4/29/2024 | Nichols & Pratt Advisers LLP MA | 81,745 | $9.50M | 0.6% | -2.5% | 0.002% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 53,412 | $6.21M | 1.3% | -0.5% | 0.001% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 8,025 | $933K | 0.1% | N/A | 0.000% | |
4/29/2024 | Argyle Capital Management Inc. | 9,569 | $1.11M | 0.4% | +14.3% | 0.000% | |
4/29/2024 | Marks Group Wealth Management Inc | 29,643 | $3.45M | 0.4% | -5.1% | 0.001% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 13,646 | $1.59M | 0.4% | -22.0% | 0.000% | |
4/29/2024 | Baxter Bros Inc. | 280,911 | $32.65M | 4.2% | -0.1% | 0.007% | |