5/1/2024 | Janney Capital Management LLC | 80,302 | $14.49M | 1.0% | -2.7% | 0.001% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 20,650 | $3.73M | 2.3% | -1.4% | 0.000% | |
5/1/2024 | KFA Private Wealth Group LLC | 15,907 | $2.87M | 0.9% | +2.7% | 0.000% | |
5/1/2024 | 1834 Investment Advisors Co. | 29,554 | $5.33M | 0.6% | -17.5% | 0.000% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 2,311 | $0.42M | 0.1% | +33.2% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,441,266 | $440.36M | 1.3% | +1.3% | 0.024% | |
5/1/2024 | Fairhaven Wealth Management LLC | 27,741 | $5M | 1.7% | -2.5% | 0.000% | |
5/1/2024 | Precision Wealth Strategies LLC | 3,472 | $0.63M | 0.6% | +152.7% | 0.000% | |
5/1/2024 | Peterson Wealth Services | 55,362 | $9.99M | 3.6% | +0.5% | 0.001% | |
5/1/2024 | Scott & Selber Inc. | 61,065 | $11.02M | 3.7% | +0.2% | 0.001% | |
5/1/2024 | VAUGHAN & Co SECURITIES INC. | 1,321 | $0.24M | 0.2% | N/A | 0.000% | |
5/1/2024 | Intelligence Driven Advisers LLC | 4,485 | $0.81M | 0.1% | +8.3% | 0.000% | |
5/1/2024 | CWS Financial Advisors LLC | 6,708 | $1.21M | 0.5% | -14.3% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 37,960 | $6.85M | 0.1% | +13.4% | 0.000% | |
5/1/2024 | TKG Advisors LLC | 6,763 | $1.22M | 0.7% | -4.9% | 0.000% | |
5/1/2024 | Source Financial Advisors LLC | 12,324 | $2.22M | 0.7% | -8.9% | 0.000% | |
5/1/2024 | Centric Wealth Management | 22,501 | $3.94M | 1.2% | +0.9% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 39,007 | $7.04M | 0.5% | -1.2% | 0.000% | |
5/1/2024 | Oak Ridge Investments LLC | 271,123 | $48.91M | 4.9% | +4.3% | 0.003% | |
5/1/2024 | Summit Wealth Group LLC | 5,517 | $1M | 0.7% | +1.4% | 0.000% | |
5/1/2024 | Meitav Investment House Ltd. | 733,302 | $132.29M | 2.6% | -13.3% | 0.007% | |
5/1/2024 | Alta Wealth Advisors LLC | 16,086 | $2.90M | 1.5% | +0.7% | 0.000% | |
5/1/2024 | Ascent Wealth Partners LLC | 42,910 | $7.74M | 1.1% | +1.3% | 0.000% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 9,434,397 | $1.70B | 3.1% | +32.4% | 0.091% | |
5/1/2024 | Horan Capital Advisors LLC. | 6,898 | $1.24M | 0.4% | -3.7% | 0.000% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 44,823 | $8.09M | 0.6% | -6.8% | 0.000% | |
5/1/2024 | Baillie Gifford & Co. | 39,160,501 | $7.06B | 5.5% | -3.7% | 0.377% | |
5/1/2024 | Prosperity Consulting Group LLC | 55,972 | $10.10M | 1.3% | +12.5% | 0.001% | |
5/1/2024 | Colony Family Offices LLC | 11,434 | $2.06M | 0.7% | -14.2% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 83,792 | $15.12M | 0.7% | +13.3% | 0.001% | |
5/1/2024 | Braun Stacey Associates Inc. | 512,842 | $92.51M | 3.7% | -0.9% | 0.005% | |
5/1/2024 | Grant Street Asset Management Inc. | 5,076 | $0.92M | 0.3% | -2.7% | 0.000% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 14,855 | $2.68M | 0.5% | +4.4% | 0.000% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 9,749 | $1.76M | 1.0% | +0.6% | 0.000% | |
5/1/2024 | Parthenon LLC | 1,350 | $0.24M | 0.0% | -15.9% | 0.000% | |
5/1/2024 | Bridgewater Advisors Inc. | 33,087 | $5.97M | 0.9% | -2.7% | 0.000% | |
5/1/2024 | Wambolt & Associates LLC | 30,643 | $5.55M | 1.7% | +302.4% | 0.000% | |
5/1/2024 | Stegent Equity Advisors Inc. | 1,628 | $0.29M | 0.3% | N/A | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 16,131 | $2.91M | 1.5% | +124.9% | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 186,215 | $33.59M | 1.9% | -26.6% | 0.002% | |
5/1/2024 | Bray Capital Advisors | 73,823 | $13.32M | 3.4% | -0.3% | 0.001% | |
5/1/2024 | Worth Financial Advisory Group LLC | 30,302 | $5.47M | 3.8% | +3.6% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 1,089,501 | $196.52M | 2.4% | -4.6% | 0.010% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 20,976 | $3.78M | 0.9% | +1.1% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 199,686 | $36.14M | 2.1% | N/A | 0.002% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 23,017 | $4.15M | 1.1% | +14.8% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 906,856 | $163.58M | 1.2% | +2.8% | 0.009% | |
4/30/2024 | Consolidated Portfolio Review Corp | 32,501 | $5.86M | 1.5% | -15.8% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 176,661 | $31.87M | 1.6% | +5.6% | 0.002% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 23,971 | $4.32M | 1.1% | +1.0% | 0.000% | |
4/30/2024 | Vantage Investment Partners LLC | 47,792 | $8.62M | 0.8% | -13.6% | 0.000% | |
4/30/2024 | Granite Harbor Advisors Inc. | 21,069 | $3.80M | 2.6% | -0.8% | 0.000% | |
4/30/2024 | Curtis Advisory Group LLC | 39,495 | $7.12M | 2.8% | -0.2% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 3,797,262 | $684.95M | 2.6% | +0.4% | 0.037% | |
4/30/2024 | TFC Financial Management Inc. | 12,050 | $2.17M | 0.4% | +9.5% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 85,479 | $15.42M | 2.7% | -41.0% | 0.001% | |
4/30/2024 | Drexel Morgan & Co. | 1,125 | $0.20M | 0.0% | N/A | 0.000% | |
4/30/2024 | Ables Iannone Moore & Associates Inc. | 79,118 | $14.27M | 10.2% | -3.0% | 0.001% | |
4/30/2024 | Longbow Finance SA | 98,612 | $17.79M | 1.8% | -72.9% | 0.001% | |
4/30/2024 | Norden Group LLC | 85,259 | $15.38M | 1.1% | +20.9% | 0.001% | |
4/30/2024 | Dillon & Associates Inc. | 72,643 | $13.08M | 2.1% | +7.6% | 0.001% | |
4/30/2024 | Culbertson A N & Co. Inc. | 27,127 | $4.89M | 0.8% | +2.2% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 1,352,826 | $244.02M | 0.4% | -2.1% | 0.013% | |
4/30/2024 | Fortis Group Advisors LLC | 52,438 | $9.46M | 1.7% | +574.4% | 0.001% | |
4/30/2024 | SWS Partners | 31,543 | $5.69M | 1.7% | +1.0% | 0.000% | |
4/30/2024 | LifePlan Financial LLC | 6,830 | $1.23M | 1.1% | -18.7% | 0.000% | |
4/30/2024 | Saxony Capital Management LLC | 7,097 | $1.28M | 1.5% | -16.5% | 0.000% | |
4/30/2024 | Beam Wealth Advisors Inc. | 5,241 | $0.95M | 0.6% | +16.4% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 290,423 | $52.39M | 0.7% | +10.1% | 0.003% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 21,220 | $3.83M | 0.9% | +20.5% | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 19,398 | $3.50M | 2.9% | -1.7% | 0.000% | |
4/30/2024 | Foundry Financial Group Inc. | 1,543 | $0.28M | 0.2% | N/A | 0.000% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 33,801 | $6.10M | 1.5% | -25.3% | 0.000% | |
4/30/2024 | West Bancorporation Inc. | 3,643 | $0.66M | 0.4% | -16.0% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 1,597 | $0.29M | 0.2% | +85.1% | 0.000% | |
4/30/2024 | Violich Capital Management Inc. | 40,055 | $7.23M | 1.0% | +2.7% | 0.000% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 3,570 | $0.64M | 0.4% | -35.9% | 0.000% | |
4/30/2024 | Woodward Diversified Capital LLC | 18,401 | $3.32M | 2.1% | -5.2% | 0.000% | |
4/30/2024 | Warther Private Wealth LLC | 11,450 | $2.07M | 0.9% | +22.6% | 0.000% | |
4/30/2024 | Summit Place Financial Advisors LLC | 16,472 | $2.97M | 1.7% | +2.9% | 0.000% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 2,068 | $0.37M | 0.1% | -13.4% | 0.000% | |
4/30/2024 | Concord Wealth Partners | 40,114 | $7.24M | 1.3% | +27.6% | 0.000% | |
4/30/2024 | Geneva Partners LLC | 46,995 | $8.48M | 3.7% | +24.1% | 0.000% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 7,920 | $1.43M | 0.3% | -11.3% | 0.000% | |
4/30/2024 | MN Wealth Advisors LLC | 7,622 | $1.38M | 0.8% | -11.5% | 0.000% | |
4/30/2024 | SWP Financial LLC | 1,162 | $0.21M | 0.1% | N/A | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 35,181 | $6.35M | 3.6% | -98.5% | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 27,690 | $5M | 2.8% | -6.6% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 52,097 | $9.40M | 3.2% | -1.0% | 0.001% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 345,578 | $62.34M | 1.2% | +0.5% | 0.003% | |
4/30/2024 | JMG Financial Group Ltd. | 1,535 | $0.28M | 0.0% | -13.5% | 0.000% | |
4/30/2024 | Delta Financial Group Inc. | 20,381 | $3.68M | 1.1% | -0.6% | 0.000% | |
4/30/2024 | Vance Wealth Inc. | 12,727 | $2.30M | 0.9% | +43.3% | 0.000% | |
4/30/2024 | Naples Money Management LLC | 19,673 | $3.55M | 3.5% | -16.2% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 155,114 | $27.98M | 1.5% | +43.5% | 0.001% | |
4/30/2024 | Vest Financial LLC | 13,544 | $2.44M | 0.1% | N/A | 0.000% | |
4/30/2024 | Signet Investment Advisory Group Inc. | 14,436 | $2.60M | 1.4% | +0.7% | 0.000% | |
4/30/2024 | Forbes Financial Planning Inc. | 3,120 | $0.56M | 0.5% | +7.6% | 0.000% | |
4/30/2024 | Sitrin Capital Management LLC | 33,994 | $6.13M | 3.4% | -1.4% | 0.000% | |
4/30/2024 | Arkadios Wealth Advisors | 168,741 | $30.44M | 2.4% | +0.4% | 0.002% | |