1/24/2025 | Cullinan Associates Inc. | 656,812 | $164.48M | 10.6% | -12.9% | 0.004% | |
1/24/2025 | Tempus Wealth Planning LLC | 35,937 | $9M | 2.7% | +5.8% | 0.000% | |
1/24/2025 | WJ Wealth Management LLC | 17,782 | $4.45M | 1.5% | -6.9% | 0.000% | |
1/24/2025 | Flavin Financial Services Inc. | 21,551 | $5.40M | 5.1% | N/A | 0.000% | |
1/24/2025 | RBA Wealth Management LLC | 41,996 | $10.52M | 4.0% | -3.3% | 0.000% | |
1/24/2025 | Calamos Wealth Management LLC | 611,528 | $153.14M | 7.7% | +1.3% | 0.004% | |
1/24/2025 | Patron Partners LLC | 39,553 | $9.91M | 5.4% | -15.7% | 0.000% | |
1/24/2025 | Grunden Financial Advisory Inc. | 4,322 | $1.08M | 0.5% | +34.2% | 0.000% | |
1/24/2025 | Columbus Macro LLC | 33,285 | $8.34M | 1.2% | +214.3% | 0.000% | |
1/24/2025 | Dupree Financial Group LLC | 19,613 | $4.91M | 2.2% | +1.6% | 0.000% | |
1/24/2025 | Clay Northam Wealth Management LLC | 56,843 | $14.24M | 9.2% | -0.4% | 0.000% | |
1/24/2025 | Cornerstone Management Inc. | 1,427 | $0.36M | 0.1% | +39.6% | 0.000% | |
1/24/2025 | Archer Investment Management LLC | 3,684 | $0.92M | 0.6% | N/A | 0.000% | |
1/24/2025 | abrdn plc | 12,056,597 | $3.03B | 5.7% | -5.9% | 0.080% | |
1/24/2025 | Paul R. Ried Financial Group LLC | 44,735 | $11.20M | 7.9% | N/A | 0.000% | |
1/24/2025 | Trust Point Inc. | 130,045 | $32.57M | 2.3% | +6.4% | 0.001% | |
1/24/2025 | Blodgett Wealth Advisors LLC | 68,657 | $17.19M | 13.5% | +0.1% | 0.000% | |
1/24/2025 | Matisse Capital | 40,136 | $10.05M | 5.1% | -7.7% | 0.000% | |
1/24/2025 | E&G Advisors LP | 25,475 | $6.38M | 1.7% | -1.6% | 0.000% | |
1/24/2025 | Childress Capital Advisors LLC | 52,102 | $13.05M | 3.6% | +1.1% | 0.000% | |
1/24/2025 | Alliance Wealth Advisors LLC UT | 25,921 | $6.49M | 1.7% | -3.5% | 0.000% | |
1/24/2025 | F&V Capital Management LLC | 1,355 | $0.34M | 0.1% | -12.9% | 0.000% | |
1/24/2025 | GEN Financial Management INC. | 1,847 | $0.46M | 0.3% | N/A | 0.000% | |
1/24/2025 | Baltimore Washington Financial Advisors Inc. | 215,645 | $54M | 2.8% | +0.2% | 0.001% | |
1/24/2025 | Vantage Point Financial LLC | 22,048 | $5.52M | 3.0% | N/A | 0.000% | |
1/24/2025 | Fourpath Capital Management LLC | 54,754 | $13.71M | 2.5% | -0.8% | 0.000% | |
1/24/2025 | Optas LLC | 80,225 | $20.09M | 4.3% | +3.6% | 0.001% | |
1/24/2025 | GDS Wealth Management | 104,647 | $26.21M | 2.4% | +12.8% | 0.001% | |
1/24/2025 | Rheos Capital Works Inc. | 64,500 | $16.15M | 0.9% | -27.5% | 0.000% | |
1/24/2025 | Holistic Planning LLC | 15,438 | $3.87M | 1.4% | +2.6% | 0.000% | |
1/24/2025 | Hodges Capital Management Inc. | 78,782 | $19.73M | 1.2% | -2.4% | 0.001% | |
1/24/2025 | Boston Trust Walden Corp | 1,856,306 | $464.86M | 3.3% | -5.1% | 0.012% | |
1/24/2025 | EQ Wealth Advisors LLC | 1,620 | $0.41M | 0.3% | N/A | 0.000% | |
1/24/2025 | Financial Life Planners | 28,790 | $7.21M | 6.0% | N/A | 0.000% | |
1/24/2025 | Wealthspan Partners LLC | 20,499 | $5.13M | 2.5% | -1.1% | 0.000% | |
1/24/2025 | Jennison Associates LLC | 39,484,722 | $9.89B | 6.0% | -3.6% | 0.263% | |
1/24/2025 | Ogorek Anthony Joseph NY ADV | 22,135 | $5.54M | 1.8% | -1.4% | 0.000% | |
1/24/2025 | One Wealth Advisors LLC | 185,721 | $46.51M | 6.9% | -5.8% | 0.001% | |
1/24/2025 | Muirfield Wealth Advisors LLC | 14,002 | $3.51M | 2.9% | +54.2% | 0.000% | |
1/24/2025 | Leisure Capital Management | 139,879 | $35.03M | 13.7% | +72.2% | 0.001% | |
1/24/2025 | McNamara Financial Services Inc. | 4,329 | $1.08M | 0.3% | -47.1% | 0.000% | |
1/24/2025 | Leading Edge Financial Planning LLC | 2,572 | $0.64M | 0.2% | -2.6% | 0.000% | |
1/24/2025 | HFG Advisors Inc. | 4,281 | $1.07M | 0.9% | +3.9% | 0.000% | |
1/24/2025 | Prudent Investors Network Inc. | 12,386 | $3.10M | 0.9% | +41.2% | 0.000% | |
1/24/2025 | Home Federal Bank of Tennessee | 27,957 | $7M | 2.1% | -4.9% | 0.000% | |
1/24/2025 | Financial Strategies Group Inc. | 33,211 | $7.87M | 1.9% | +2.8% | 0.000% | |
1/24/2025 | Lazari Capital Management Inc. | 175,482 | $43.94M | 17.5% | +18.8% | 0.001% | |
1/24/2025 | Fiduciary Planning LLC | 14,514 | $3.64M | 1.2% | +3.6% | 0.000% | |
1/24/2025 | Asset Management Advisors LLC | 33,875 | $8.48M | 6.2% | -16.3% | 0.000% | |
1/24/2025 | Resonant Capital Advisors LLC | 79,967 | $20.03M | 1.5% | -1.6% | 0.001% | |
1/24/2025 | Lederer & Associates Investment Counsel CA | 54,607 | $13.68M | 9.5% | -3.2% | 0.000% | |
1/24/2025 | Brentview Investment Management LLC | 45,474 | $11.39M | 6.5% | N/A | 0.000% | |
1/24/2025 | Financial Partners Group Inc | 104,745 | $26.23M | 3.8% | -1.8% | 0.001% | |
1/24/2025 | Panoramic Investment Advisors LLC | 12,242 | $3.07M | 2.0% | +20.2% | 0.000% | |
1/24/2025 | Catalina Capital Group LLC | 80,303 | $20.11M | 6.6% | +3.4% | 0.001% | |
1/24/2025 | S.A. Mason LLC | 22,185 | $5.56M | 2.9% | -1.3% | 0.000% | |
1/24/2025 | JB Capital LLC | 152,572 | $38.21M | 2.1% | +0.5% | 0.001% | |
1/24/2025 | Princeton Global Asset Management LLC | 58,784 | $14.72M | 2.8% | +1.1% | 0.000% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 4,910 | $1.23M | 1.2% | N/A | 0.000% | |
1/24/2025 | Chicago Capital LLC | 531,753 | $133.16M | 3.5% | -2.6% | 0.004% | |
1/24/2025 | Means Investment CO. Inc. | 366,044 | $91.67M | 9.5% | -1.2% | 0.002% | |
1/24/2025 | Abner Herrman & Brock LLC | 103,869 | $26.01M | 3.2% | +0.8% | 0.001% | |
1/24/2025 | Better Money Decisions LLC | 16,541 | $4.14M | 2.9% | -7.3% | 0.000% | |
1/24/2025 | Family Investment Center Inc. | 10,177 | $2.55M | 0.6% | +2.1% | 0.000% | |
1/24/2025 | Magnolia Capital Advisors LLC | 6,834 | $1.71M | 0.9% | -22.2% | 0.000% | |
1/24/2025 | FSM Wealth Advisors LLC | 40,398 | $9.22M | 2.3% | +1.1% | 0.000% | |
1/24/2025 | KPP Advisory Services LLC | 61,479 | $15.40M | 3.6% | +1.8% | 0.000% | |
1/24/2025 | Sterling Manor Financial LLC | 13,193 | $3.30M | 2.3% | -2.9% | 0.000% | |
1/24/2025 | NavPoint Financial Inc. | 34,660 | $8.68M | 6.9% | +1.2% | 0.000% | |
1/24/2025 | GW Henssler & Associates Ltd. | 309,098 | $72.02M | 4.4% | -0.8% | 0.002% | |
1/24/2025 | Deepwater Asset Management LLC | 7,654 | $1.92M | 0.6% | N/A | 0.000% | |
1/24/2025 | HHM Wealth Advisors LLC | 69,289 | $17.35M | 2.4% | +25.8% | 0.000% | |
1/24/2025 | Baskin Financial Services Inc. | 337,500 | $84.52M | 6.7% | -1.7% | 0.002% | |
1/24/2025 | Sequent Asset Management LLC | 864 | $0.22M | 0.1% | N/A | 0.000% | |
1/24/2025 | Burford Brothers Inc. | 72,189 | $18.08M | 8.9% | -1.0% | 0.000% | |
1/24/2025 | Cook Wealth LLC | 28,796 | $7.21M | 3.4% | +49.4% | 0.000% | |
1/24/2025 | Willis Investment Counsel | 110,581 | $27.69M | 1.8% | +0.0% | 0.001% | |
1/24/2025 | CFM Wealth Partners LLC | 294,521 | $73.75M | 12.4% | -1.8% | 0.002% | |
1/24/2025 | Adamsbrown Wealth Consultants LLC | 27,475 | $6.88M | 2.3% | -5.3% | 0.000% | |
1/24/2025 | Stock Yards Bank & Trust Co. | 635,471 | $159.14M | 5.5% | -5.3% | 0.004% | |
1/24/2025 | Alterna Wealth Management Inc. | 19,487 | $4.88M | 4.1% | -3.9% | 0.000% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 131,109 | $32.83M | 4.2% | -4.3% | 0.001% | |
1/24/2025 | Horst & Graben Wealth Management LLC | 42,639 | $10.68M | 1.9% | -3.3% | 0.000% | |
1/24/2025 | Sunesis Advisors LLC | 2,541 | $0.64M | 0.4% | +22.1% | 0.000% | |
1/24/2025 | CGC Financial Services LLC | 15,667 | $3.92M | 1.6% | +8.0% | 0.000% | |
1/24/2025 | CENTRAL TRUST Co | 1,083,432 | $271.31M | 6.6% | -19.0% | 0.007% | |
1/24/2025 | Valley National Advisers Inc. | 121,792 | $30.50M | 5.5% | +2.0% | 0.001% | |
1/24/2025 | Level Wealth Management LLC | 3,200 | $0.80M | 0.6% | N/A | 0.000% | |
1/24/2025 | Tanglewood Wealth Management Inc. | 3,056 | $0.77M | 0.1% | +27.7% | 0.000% | |
1/24/2025 | Western Pacific Wealth Management LP | 62,378 | $15.62M | 12.6% | -6.7% | 0.000% | |
1/24/2025 | SkyOak Wealth LLC | 92,577 | $23.18M | 5.0% | +1.4% | 0.001% | |
1/24/2025 | Leverty Financial Group LLC | 2,270 | $0.57M | 0.3% | -13.4% | 0.000% | |
1/24/2025 | McAdam LLC | 81,595 | $20.43M | 1.1% | +4.1% | 0.001% | |
1/24/2025 | Riggs Asset Managment Co. Inc. | 50,677 | $12.78M | 3.4% | +0.5% | 0.000% | |
1/24/2025 | Pacific Sage Partners LLC | 34,096 | $8.54M | 1.9% | +4.1% | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 97,662 | $24.46M | 5.0% | +12.5% | 0.001% | |
1/24/2025 | Lunt Capital Management Inc. | 2,695 | $0.68M | 0.3% | -1.9% | 0.000% | |
1/24/2025 | Sutton Place Investors LLC | 35,251 | $8.83M | 5.1% | +1.6% | 0.000% | |
1/24/2025 | River Street Advisors LLC | 30,893 | $7.74M | 4.0% | -2.5% | 0.000% | |
1/24/2025 | Great Point Wealth Advisors LLC | 19,799 | $4.96M | 1.1% | +0.4% | 0.000% | |