7/26/2024 | Avion Wealth | 693 | $627K | 0.2% | +2.7% | 0.000% | |
7/26/2024 | Breakwater Capital Group | 3,146 | $2.85M | 0.6% | +7.6% | 0.000% | |
7/26/2024 | BLB&B Advisors LLC | 3,077 | $2.79M | 0.2% | +9.3% | 0.000% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 797 | $720K | 0.2% | +8.3% | 0.000% | |
7/26/2024 | Conning Inc. | 10,574 | $9.57M | 0.3% | -7.7% | 0.001% | |
7/26/2024 | Argonautica Private Wealth Management Inc. | 3,130 | $2.83M | 1.0% | +13.0% | 0.000% | |
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7/26/2024 | K.J. Harrison & Partners Inc | 9,392 | $8.50M | 1.4% | -1.1% | 0.001% | |
7/26/2024 | McClarren Financial Advisors Inc. | 1,810 | $1.64M | 1.2% | +249.4% | 0.000% | |
7/26/2024 | BCR Wealth Strategies LLC | 235 | $212K | 0.1% | N/A | 0.000% | |
7/26/2024 | Simmons Bank | 8,288 | $7.50M | 0.6% | -0.5% | 0.001% | |
7/26/2024 | ABLE Financial Group LLC | 958 | $867K | 0.3% | +6.1% | 0.000% | |
7/26/2024 | TI Trust Inc. | 2,130 | $1.93M | 1.5% | -12.5% | 0.000% | |
7/26/2024 | WealthShield Partners LLC | 3,804 | $3.44M | 0.5% | +9.8% | 0.000% | |
7/26/2024 | Checchi Capital Advisers LLC | 10,977 | $9.94M | 0.5% | +1.0% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 7,995 | $7.24M | 0.2% | +3.0% | 0.001% | |
7/26/2024 | LS Investment Advisors LLC | 2,357 | $2.13M | 0.3% | -1.1% | 0.000% | |
7/26/2024 | Park Edge Advisors LLC | 2,456 | $2.22M | 0.7% | -4.2% | 0.000% | |
7/26/2024 | Bensler LLC | 13,355 | $12.09M | 1.6% | +8.1% | 0.001% | |
7/26/2024 | Eagle Bay Advisors LLC | 765 | $692K | 0.4% | -17.2% | 0.000% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 2,027 | $1.84M | 0.3% | -7.9% | 0.000% | |
7/26/2024 | Atomi Financial Group Inc. | 5,283 | $4.78M | 0.4% | +11.6% | 0.001% | |
7/26/2024 | Wealth Advisory Solutions LLC | 16,386 | $14.84M | 4.0% | -8.9% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 167,879 | $151.99M | 0.6% | +1.5% | 0.018% | |
7/26/2024 | Crew Capital Management Ltd. | 8,097 | $7.33M | 5.9% | -1.0% | 0.001% | |
7/26/2024 | Legato Capital Management LLC | 3,077 | $2.79M | 0.4% | -25.3% | 0.000% | |
7/26/2024 | Atlantic Edge Private Wealth Management LLC | 1,258 | $1.14M | 0.4% | -2.7% | 0.000% | |
7/26/2024 | RiverPark Advisors LLC | 2,455 | $2.22M | 1.8% | +5.8% | 0.000% | |
7/26/2024 | Riverpark Capital Management LLC | 2,354 | $2.13M | 2.8% | +7.9% | 0.000% | |
7/26/2024 | Dearborn Partners LLC | 4,648 | $4.21M | 0.2% | +0.8% | 0.000% | |
7/26/2024 | GAM Holding AG | 19,301 | $17.48M | 1.3% | +34.5% | 0.002% | |
7/26/2024 | Saxony Capital Management LLC | 2,121 | $1.92M | 2.1% | +16.3% | 0.000% | |
7/26/2024 | AlphaStar Capital Management LLC | 7,799 | $7.06M | 0.7% | +7.3% | 0.001% | |
7/26/2024 | Solstein Capital LLC | 1,549 | $1.40M | 0.9% | -4.6% | 0.000% | |
7/26/2024 | Railway Pension Investments Ltd | 100,352 | $90.86M | 1.1% | -42.4% | 0.011% | |
7/26/2024 | Latitude Advisors LLC | 1,264 | $1.14M | 0.7% | -2.0% | 0.000% | |
7/26/2024 | Pioneer Trust Bank N A OR | 9,460 | $8.57M | 2.3% | +3.2% | 0.001% | |
7/26/2024 | Gold Investment Management Ltd. | 4,148 | $3.76M | 1.6% | -8.3% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 1,217 | $1.10M | 0.0% | N/A | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 368,913 | $334.01M | 0.5% | -3.6% | 0.039% | |
7/26/2024 | State of Michigan Retirement System | 276,904 | $250.70M | 1.3% | +2.7% | 0.029% | |
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7/26/2024 | Trust Co. of Virginia VA | 24,521 | $22.20M | 2.1% | -1.0% | 0.003% | |
7/26/2024 | First Command Advisory Services Inc. | 2,025 | $1.83M | 0.0% | +4.3% | 0.000% | |
7/26/2024 | Liontrust Investment Partners LLP | 25,500 | $23.09M | 0.3% | +13.3% | 0.003% | |
7/26/2024 | Callan Family Office LLC | 585 | $530K | 0.1% | +101.0% | 0.000% | |
7/26/2024 | Cohen Investment Advisors LLC | 11,822 | $10.70M | 7.4% | +3.0% | 0.001% | |
7/26/2024 | MTM Investment Management LLC | 10,794 | $9.77M | 4.0% | -2.3% | 0.001% | |
7/26/2024 | St. Johns Investment Management Company LLC | 111 | $100K | 0.0% | +117.6% | 0.000% | |
7/26/2024 | Hyman Charles D | 15,143 | $13.71M | 0.8% | -0.8% | 0.002% | |
7/26/2024 | Alpha Omega Wealth Management LLC | 2,006 | $1.82M | 0.3% | +1.1% | 0.000% | |
7/26/2024 | SlateStone Wealth LLC | 3,063 | $2.77M | 0.3% | -3.3% | 0.000% | |
7/26/2024 | Rational Advisors LLC | 4,009 | $3.63M | 0.4% | +6.9% | 0.000% | |
7/26/2024 | Bailard Inc. | 13,097 | $11.86M | 0.3% | +4.4% | 0.001% | |
7/26/2024 | Ackerman Capital Advisors LLC | 257 | $233K | 0.1% | N/A | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 6,584,285 | $5.96B | 1.1% | -2.8% | 0.693% | |
7/26/2024 | Catalyst Financial Partners LLC | 4,676 | $4.23M | 0.9% | +3.3% | 0.000% | |
7/26/2024 | Salomon & Ludwin LLC | 1,148 | $1.04M | 0.1% | -95.3% | 0.000% | |
7/26/2024 | TFG Advisers LLC | 3,302 | $2.99M | 1.2% | +3.5% | 0.000% | |
7/26/2024 | Patten Group Inc. | 3,025 | $2.74M | 0.6% | +5.7% | 0.000% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 2,393 | $2.17M | 0.8% | -1.0% | 0.000% | |
7/26/2024 | Van Strum & Towne Inc. | 5,275 | $4.78M | 1.7% | -3.7% | 0.001% | |
7/26/2024 | Proficio Capital Partners LLC | 6,582 | $5.96M | 0.6% | +1.1% | 0.001% | |
7/25/2024 | New Millennium Group LLC | 202 | $183K | 0.1% | N/A | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 4,165 | $3.77M | 0.3% | -0.7% | 0.000% | |
7/25/2024 | Hills Bank & Trust Co | 3,385 | $3.07M | 0.2% | +1.2% | 0.000% | |
7/25/2024 | Cypress Capital Group | 56,265 | $50.94M | 6.1% | -3.7% | 0.006% | |
7/25/2024 | Raymond James Trust N.A. | 34,703 | $31.42M | 0.7% | +5.3% | 0.004% | |
7/25/2024 | Wedgewood Investors Inc. PA | 899 | $814K | 1.0% | N/A | 0.000% | |
7/25/2024 | Highland Capital Management LLC | 12,498 | $11.32M | 0.7% | -6.6% | 0.001% | |
7/25/2024 | Capital Advisors Ltd. LLC | 1,404 | $1.27M | 0.2% | +3.1% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 331,402 | $300.05M | 1.3% | -1.9% | 0.035% | |
7/25/2024 | Northcape Wealth Management LLC | 7,164 | $6.49M | 2.3% | -1.7% | 0.001% | |
7/25/2024 | AMG National Trust Bank | 11,962 | $10.83M | 0.3% | +2.9% | 0.001% | |
7/25/2024 | Sigma Investment Counselors Inc. | 1,225 | $1.11M | 0.1% | -3.5% | 0.000% | |
7/25/2024 | Tempus Wealth Planning LLC | 2,359 | $2.14M | 0.9% | +3.1% | 0.000% | |
7/25/2024 | AMI Investment Management Inc. | 229 | $207K | 0.1% | N/A | 0.000% | |
7/25/2024 | POM Investment Strategies LLC | 232 | $210K | 0.2% | +54.7% | 0.000% | |
7/25/2024 | Calamos Wealth Management LLC | 31,772 | $28.77M | 1.5% | +1.9% | 0.003% | |
7/25/2024 | Access Financial Services Inc. | 321 | $291K | 0.1% | N/A | 0.000% | |
7/25/2024 | Keb Asset Management LLC | 850 | $770K | 0.3% | +70.0% | 0.000% | |
7/25/2024 | Independence Bank of Kentucky | 5,379 | $4.87M | 1.3% | +3.5% | 0.001% | |
7/25/2024 | Optas LLC | 2,601 | $2.36M | 0.6% | +4.0% | 0.000% | |
7/25/2024 | SNS Financial Group LLC | 625 | $566K | 0.1% | +27.0% | 0.000% | |
7/25/2024 | Pettinga Financial Advisors LLC | 515 | $466K | 0.1% | +17.8% | 0.000% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 3,776 | $3.42M | 0.4% | -0.4% | 0.000% | |
7/25/2024 | Spirit of America Management Corp NY | 3,365 | $3.05M | 0.6% | +3.5% | 0.000% | |
7/25/2024 | Community Financial Services Group LLC | 8,900 | $8.06M | 1.7% | +313.6% | 0.001% | |
7/25/2024 | Field & Main Bank | 8,145 | $7.37M | 2.8% | +2.1% | 0.001% | |
7/25/2024 | Moody Lynn & Lieberson LLC | 91,425 | $82.77M | 5.4% | +0.3% | 0.010% | |
7/25/2024 | Yeomans Consulting Group Inc. | 255 | $231K | 0.1% | N/A | 0.000% | |
7/25/2024 | Waypoint Capital Advisors LLC | 1,613 | $1.46M | 0.4% | +7.5% | 0.000% | |
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7/25/2024 | Tranquility Partners LLC | 946 | $856K | 0.3% | +9.5% | 0.000% | |
7/25/2024 | Institute for Wealth Management LLC. | 6,537 | $5.92M | 0.8% | -3.0% | 0.001% | |
7/25/2024 | Silvant Capital Management LLC | 93,572 | $84.72M | 3.8% | -5.1% | 0.010% | |
7/25/2024 | RPS Advisory Solutions LLC | 1,035 | $937K | 0.9% | N/A | 0.000% | |
7/25/2024 | Washburn Capital Management Inc. | 2,789 | $2.53M | 1.8% | -1.1% | 0.000% | |
7/25/2024 | Kanawha Capital Management LLC | 2,082 | $1.89M | 0.1% | +54.3% | 0.000% | |
7/25/2024 | Planning Alternatives Ltd. ADV | 543 | $492K | 0.1% | +21.5% | 0.000% | |
7/25/2024 | Red Cedar Investment Management LLC | 10,576 | $9.58M | 1.3% | -8.4% | 0.001% | |
7/25/2024 | First National Bank of Hutchinson | 1,921 | $1.74M | 1.1% | -3.0% | 0.000% | |
7/25/2024 | RFP Financial Group LLC | 1,362 | $1.23M | 0.5% | +1.0% | 0.000% | |