4/27/2024 | James Hambro & Partners | 908 | $820K | 0.0% | +31.2% | 0.000% | |
4/27/2024 | Artemis Wealth Advisors LLC | 11,000 | $9.94M | 1.0% | -60.7% | 0.000% | |
4/27/2024 | Guardian Financial Partners LLC | 1,390 | $1.26M | 0.9% | -25.7% | 0.000% | |
4/27/2024 | Kellett Wealth Advisors LLC | 500 | $452K | 0.3% | -32.0% | 0.000% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 2,278 | $2.06M | 0.8% | -7.4% | 0.000% | |
4/27/2024 | Vigilare Wealth Management | 1,143 | $1.03M | 0.5% | -47.3% | 0.000% | |
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4/27/2024 | Phoenix Wealth Advisors | 1,005 | $908K | 0.6% | -27.3% | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 6,525 | $5.90M | 0.7% | -5.9% | 0.000% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 4,695 | $4.24M | 1.0% | +1.6% | 0.000% | |
4/27/2024 | Conning Inc. | 21,663 | $19.57M | 0.6% | -14.6% | 0.001% | |
4/27/2024 | Fonville Wealth Management LLC | 385 | $348K | 0.2% | N/A | 0.000% | |
4/27/2024 | Finer Wealth Management Inc. | 7,479 | $6.76M | 4.4% | +8.3% | 0.000% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 2,023 | $1.83M | 0.2% | -6.3% | 0.000% | |
4/27/2024 | Signature Wealth Management Partners LLC | 920 | $831K | 0.7% | +5.4% | 0.000% | |
4/27/2024 | K.J. Harrison & Partners Inc | 8,285 | $7.49M | 1.2% | +140.1% | 0.000% | |
4/27/2024 | Capital Performance Advisors LLP | 954 | $862K | 0.3% | +60.1% | 0.000% | |
4/27/2024 | Austin Asset Management Co Inc | 77,377 | $69.92M | 15.4% | +16,155.7% | 0.003% | |
4/27/2024 | BayBridge Capital Group LLC | 1,876 | $1.70M | 1.5% | -30.9% | 0.000% | |
4/26/2024 | Pinnacle Associates Ltd. | 101,815 | $92.00M | 1.5% | -1.4% | 0.004% | |
4/26/2024 | Trueblood Wealth Management LLC | 2,189 | $1.98M | 1.1% | -34.4% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 145,483 | $131.45M | 3.9% | -7.0% | 0.006% | |
4/26/2024 | Aspen Investment Management Inc | 890 | $804K | 0.4% | N/A | 0.000% | |
4/26/2024 | Plan Group Financial LLC | 246 | $222K | 0.1% | N/A | 0.000% | |
4/26/2024 | Triasima Portfolio Management inc. | 8,645 | $7.81M | 0.7% | -37.4% | 0.000% | |
4/26/2024 | McGuire Investment Group LLC | 44,637 | $40.33M | 5.9% | -12.9% | 0.002% | |
4/26/2024 | BLB&B Advisors LLC | 60,474 | $54.64M | 3.1% | +7.3% | 0.002% | |
4/26/2024 | Planned Solutions Inc. | 1,328 | $1.20M | 0.6% | +60.2% | 0.000% | |
4/26/2024 | Conestoga Capital Advisors LLC | 350 | $316K | 0.0% | N/A | 0.000% | |
4/26/2024 | Acorn Wealth Advisors LLC | 1,624 | $1.47M | 0.8% | -9.2% | 0.000% | |
4/26/2024 | UMB Bank n.a. | 154,898 | $139.96M | 2.2% | +4.6% | 0.006% | |
4/26/2024 | Advisors Management Group Inc. ADV | 9,982 | $9.02M | 2.2% | -21.8% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 53,085 | $47.97M | 4.7% | -4.5% | 0.002% | |
4/26/2024 | MBA Advisors LLC | 1,079 | $975K | 0.5% | -3.1% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 4,653 | $4.20M | 3.2% | -0.4% | 0.000% | |
4/26/2024 | Cottonwood Capital Advisors LLC | 717 | $617K | 0.5% | -13.7% | 0.000% | |
4/26/2024 | Arcataur Capital Management LLC | 1,012 | $914K | 0.3% | -3.6% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 4,227 | $3.82M | 1.7% | +2.1% | 0.000% | |
4/26/2024 | Trevian Wealth Management LLC | 442 | $399K | 0.3% | +4.7% | 0.000% | |
4/26/2024 | Prestige Wealth Management Group LLC | 4,244 | $3.84M | 0.8% | -12.6% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 644 | $582K | 0.4% | -54.1% | 0.000% | |
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4/26/2024 | Riverbridge Partners LLC | 262,197 | $236.91M | 2.9% | -4.2% | 0.010% | |
4/26/2024 | Crestone Asset Management LLC | 949 | $857K | 0.2% | +10.5% | 0.000% | |
4/26/2024 | Northwest Bancshares Inc. | 2,736 | $2.47M | 0.4% | +34.8% | 0.000% | |
4/26/2024 | JNBA Financial Advisors | 1,148 | $1.04M | 0.1% | +14.7% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 319,158 | $288.38M | 3.2% | -2.2% | 0.013% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 5,948 | $5.37M | 1.0% | -1.7% | 0.000% | |
4/26/2024 | Augustine Asset Management Inc. | 943 | $852K | 0.4% | -1.3% | 0.000% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 5,808 | $5.25M | 2.2% | -20.5% | 0.000% | |
4/26/2024 | Horizon Financial Services LLC | 142 | $128K | 0.1% | N/A | 0.000% | |
4/26/2024 | YHB Investment Advisors Inc. | 22,749 | $20.56M | 1.8% | +1.3% | 0.001% | |
4/26/2024 | SlateStone Wealth LLC | 32,317 | $29.20M | 2.9% | +28.6% | 0.001% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 73,984 | $66.85M | 3.0% | -30.8% | 0.003% | |
4/26/2024 | Coastline Trust Co | 55,811 | $50.43M | 6.1% | -6.5% | 0.002% | |
4/26/2024 | Opus Capital Group LLC | 783 | $708K | 0.1% | -4.3% | 0.000% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 1,200 | $1.08M | 0.1% | +6.7% | 0.000% | |
4/26/2024 | First National Trust Co | 65,438 | $59.13M | 2.4% | +9.2% | 0.003% | |
4/26/2024 | Sage Rhino Capital LLC | 2,456 | $2.22M | 0.5% | -0.7% | 0.000% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 1,714 | $1.55M | 0.1% | +11.2% | 0.000% | |
4/26/2024 | Bond & Devick Financial Network Inc. | 485 | $438K | 0.2% | +9.0% | 0.000% | |
4/26/2024 | Guardian Investment Management | 10,647 | $9.62M | 7.3% | -4.4% | 0.000% | |
4/26/2024 | Clear Creek Financial Management LLC | 10,440 | $9.43M | 1.2% | +40.9% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 2,745 | $2.48M | 0.4% | -2.0% | 0.000% | |
4/26/2024 | Members Trust Co | 1,112 | $1.01M | 0.0% | +23.4% | 0.000% | |
4/26/2024 | Legacy Bridge LLC | 5,375 | $4.86M | 2.8% | -7.1% | 0.000% | |
4/26/2024 | CloudAlpha Capital Management Limited Hong Kong | 133,706 | $120.81M | 14.4% | +104.4% | 0.005% | |
4/26/2024 | Pacific Heights Asset Management LLC | 96,000 | $86.74M | 7.1% | -25.6% | 0.004% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 3,662 | $3.31M | 0.4% | +14.0% | 0.000% | |
4/26/2024 | Sumitomo Life Insurance Co. | 57,062 | $46.87M | 1.1% | +8.4% | 0.002% | |
4/26/2024 | Pioneer Trust Bank N A OR | 515 | $465K | 0.1% | -4.6% | 0.000% | |
4/26/2024 | Chicago Partners Investment Group LLC | 37,572 | $30.97M | 1.3% | -4.1% | 0.002% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 10,342 | $9.35M | 0.2% | N/A | 0.000% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 538 | $486K | 0.4% | -3.6% | 0.000% | |
4/26/2024 | Carr Financial Group Corp | 3,919 | $3.54M | 1.2% | +41.6% | 0.000% | |
4/26/2024 | MONECO Advisors LLC | 7,792 | $7.04M | 1.1% | +7.6% | 0.000% | |
4/26/2024 | LifePro Asset Management | 856 | $774K | 0.5% | +12.8% | 0.000% | |
4/26/2024 | TI Trust Inc. | 419 | $379K | 0.3% | N/A | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 22,436 | $20.27M | 1.1% | -10.5% | 0.001% | |
4/26/2024 | KG&L Capital Management LLC | 4,063 | $3.67M | 1.5% | -14.2% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 6,858 | $6.20M | 0.6% | +6.5% | 0.000% | |
4/26/2024 | Petredis Investment Advisors LLC | 42,920 | $38.78M | 4.7% | +0.6% | 0.002% | |
4/26/2024 | Pine Haven Investment Counsel Inc | 1,076 | $972K | 0.9% | -2.5% | 0.000% | |
4/26/2024 | Davies Financial Advisors Inc. | 2,489 | $2.25M | 2.3% | N/A | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 1,278 | $1.15M | 0.2% | +9.5% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 7,743 | $7.00M | 2.0% | +0.9% | 0.000% | |
4/26/2024 | Claris Advisors LLC MO | 311 | $281K | 0.1% | N/A | 0.000% | |
4/26/2024 | Terra Nova Asset Management LLC | 5,678 | $5.13M | 4.1% | -11.0% | 0.000% | |
4/26/2024 | AJ Advisors LLC | 396 | $358K | 0.2% | N/A | 0.000% | |
4/26/2024 | Triton Wealth Management PLLC | 5,713 | $5.16M | 3.4% | +7.7% | 0.000% | |
4/26/2024 | Caliber Wealth Management LLC | 336 | $304K | 0.2% | N/A | 0.000% | |
4/26/2024 | Checchi Capital Advisers LLC | 22,706 | $20.52M | 1.6% | -0.1% | 0.001% | |
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4/26/2024 | Latitude Advisors LLC | 2,169 | $1.96M | 1.2% | +22.3% | 0.000% | |
4/26/2024 | Tritonpoint Wealth LLC | 10,394 | $9.39M | 0.9% | -16.2% | 0.000% | |
4/26/2024 | Oakwell Private Wealth Management LLC | 3,811 | $3.44M | 1.0% | +3.7% | 0.000% | |
4/26/2024 | Bogart Wealth LLC | 11,140 | $10.07M | 0.5% | +5.4% | 0.000% | |
4/25/2024 | Allworth Financial LP | 44,600 | $40.30M | 0.3% | +18.7% | 0.002% | |
4/25/2024 | Alta Capital Management LLC | 35,932 | $32.47M | 2.0% | -23.4% | 0.001% | |
4/25/2024 | Bear Mountain Capital Inc. | 1,211 | $1.02M | 0.4% | -2.9% | 0.000% | |
4/25/2024 | Q3 Asset Management | 718 | $647K | 0.2% | N/A | 0.000% | |
4/25/2024 | Jacobsen Capital Management | 4,090 | $3.70M | 1.7% | +2.2% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 32,594 | $29.45M | 2.8% | -13.6% | 0.001% | |