11/2/2024 | Costello Asset Management INC | 3,041 | $1.19M | 0.8% | -1.4% | 0.001% | |
11/2/2024 | Transcendent Capital Group LLC | 1,324 | $0.52M | 0.3% | +122.5% | 0.000% | |
11/2/2024 | Houlihan Financial Resource Group Ltd. | 754 | $0.30M | 0.1% | N/A | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 98,773 | $38.63M | 0.7% | -0.3% | 0.020% | |
11/2/2024 | XML Financial LLC | 3,994 | $1.56M | 0.1% | -15.6% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 1,604 | $0.63M | 0.1% | -23.2% | 0.000% | |
11/1/2024 | Atria Investments Inc | 33,853 | $13.24M | 0.2% | -21.4% | 0.007% | |
11/1/2024 | Essex Savings Bank | 6,244 | $2.44M | 0.6% | +3.1% | 0.001% | |
11/1/2024 | First Personal Financial Services | 329 | $0.13M | 0.0% | -35.2% | 0.000% | |
11/1/2024 | Field & Main Bank | 7,828 | $3.06M | 1.1% | +0.6% | 0.002% | |
11/1/2024 | Kerusso Capital Management LLC | 4,585 | $1.79M | 1.1% | +6.4% | 0.001% | |
11/1/2024 | Objective Capital Management LLC | 1,832 | $0.72M | 0.4% | N/A | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 2,019 | $0.79M | 0.1% | -11.0% | 0.000% | |
11/1/2024 | Scott & Selber Inc. | 550 | $0.22M | 0.1% | N/A | 0.000% | |
11/1/2024 | Carmel Capital Partners LLC | 1,032 | $0.40M | 0.2% | +6.5% | 0.000% | |
11/1/2024 | Westchester Capital Management Inc. | 64,929 | $25.40M | 6.2% | -2.8% | 0.013% | |
11/1/2024 | Lindbrook Capital LLC | 4,404 | $1.72M | 0.2% | -17.1% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 5,881 | $2.30M | 0.0% | +3.1% | 0.001% | |
11/1/2024 | Wealth Quarterback LLC | 2,960 | $1.16M | 0.6% | -7.2% | 0.001% | |
11/1/2024 | Thomas Story & Son LLC | 1,350 | $0.53M | 0.2% | -20.6% | 0.000% | |
11/1/2024 | Assetmark Inc. | 16,773 | $6.56M | 0.0% | +5.3% | 0.003% | |
11/1/2024 | Verdence Capital Advisors LLC | 8,472 | $3.31M | 0.3% | +11.5% | 0.002% | |
11/1/2024 | Markel Group Inc. | 318,750 | $124.67M | 1.1% | +2.3% | 0.066% | |
11/1/2024 | Sequent Asset Management LLC | 3,498 | $1.37M | 0.7% | -6.5% | 0.001% | |
11/1/2024 | Carson Advisory Inc. | 2,535 | $0.99M | 0.6% | +3.0% | 0.001% | |
11/1/2024 | Washington Trust Advisors Inc. | 2,771 | $1.08M | 0.1% | -3.5% | 0.001% | |
11/1/2024 | Seascape Capital Management | 13,628 | $5.33M | 1.9% | -2.7% | 0.003% | |
11/1/2024 | CWA Asset Management Group LLC | 10,915 | $4.27M | 0.2% | N/A | 0.002% | |
11/1/2024 | Equitable Trust Co. | 15,271 | $5.97M | 0.4% | +1.7% | 0.003% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 97,282 | $38.04M | 0.5% | +0.9% | 0.020% | |
11/1/2024 | Leavell Investment Management Inc. | 14,178 | $5.55M | 0.3% | +18.9% | 0.003% | |
11/1/2024 | Hollencrest Capital Management | 1,203 | $0.47M | 0.0% | -16.8% | 0.000% | |
11/1/2024 | Burt Wealth Advisors | 544 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 91 | $36K | 0.0% | N/A | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 17,984 | $7.03M | 2.2% | -3.0% | 0.004% | |
11/1/2024 | Philip James Wealth Mangement LLC | 1,231 | $0.48M | 0.1% | N/A | 0.000% | |
11/1/2024 | Heritage Wealth Management Inc. | 7,146 | $2.80M | 0.9% | -1.2% | 0.001% | |
11/1/2024 | Stiles Financial Services Inc | 2,736 | $1.07M | 0.4% | +4.3% | 0.001% | |
11/1/2024 | Stone Point Wealth LLC | 6,721 | $2.63M | 0.8% | -1.4% | 0.001% | |
11/1/2024 | Summit Global Investments | 1,843 | $0.72M | 0.0% | +6.7% | 0.000% | |
11/1/2024 | Bensler LLC | 2,030 | $0.79M | 0.1% | -3.0% | 0.000% | |
11/1/2024 | Smith Thornton Advisors LLC | 597 | $0.23M | 0.2% | N/A | 0.000% | |
11/1/2024 | First National Bank & Trust Co. of Newtown | 9,589 | $3.75M | 0.7% | +0.7% | 0.002% | |
11/1/2024 | Verity Asset Management Inc. | 2,560 | $0.99M | 0.4% | -21.3% | 0.001% | |
10/31/2024 | LS Investment Advisors LLC | 38,350 | $15M | 2.2% | -0.6% | 0.008% | |
10/31/2024 | Trinity Legacy Partners LLC | 17,439 | $6.87M | 1.6% | -0.7% | 0.004% | |
10/31/2024 | Dudley Capital Management LLC | 2,161 | $0.85M | 0.4% | +10.6% | 0.000% | |
10/31/2024 | ARK Investment Management LLC | 21,612 | $8.45M | 0.1% | -11.7% | 0.004% | |
10/31/2024 | Portside Wealth Group LLC | 3,811 | $1.49M | 0.3% | -17.8% | 0.001% | |
10/31/2024 | Consolidated Planning Corp | 34,667 | $13.56M | 2.0% | -2.7% | 0.007% | |
10/31/2024 | Western Pacific Wealth Management LP | 211 | $83K | 0.1% | N/A | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 7,935 | $3.10M | 2.2% | +4.1% | 0.002% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 1,272 | $0.50M | 0.0% | -3.8% | 0.000% | |
10/31/2024 | Ascent Wealth Partners LLC | 16,324 | $6.39M | 0.9% | -1.3% | 0.003% | |
10/31/2024 | Washington Trust Bank | 2,349 | $0.92M | 0.1% | +1.2% | 0.000% | |
10/31/2024 | Jmac Enterprises LLC | 876 | $0.34M | 0.1% | +3.5% | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 1,881 | $0.74M | 0.4% | -20.5% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 729,654 | $285.38M | 0.2% | +0.7% | 0.150% | |
10/31/2024 | Woodmont Investment Counsel LLC | 2,538 | $0.99M | 0.1% | +1.2% | 0.001% | |
10/31/2024 | BNC Wealth Management LLC | 10,024 | $3.92M | 1.4% | +7.6% | 0.002% | |
10/31/2024 | WoodTrust Financial Corp | 565 | $0.22M | 0.0% | N/A | 0.000% | |
10/31/2024 | Cozad Asset Management Inc. | 7,425 | $2.90M | 0.3% | +4.3% | 0.002% | |
10/31/2024 | Jackson Square Capital LLC | 16,581 | $6.49M | 1.6% | +33.7% | 0.003% | |
10/31/2024 | Malaga Cove Capital LLC | 14,826 | $5.80M | 2.3% | -0.8% | 0.003% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 976 | $0.38M | 0.1% | +18.6% | 0.000% | |
10/31/2024 | Baugh & Associates LLC | 600 | $0.24M | 0.1% | N/A | 0.000% | |
10/31/2024 | Advisors Management Group Inc. ADV | 5,592 | $2.19M | 0.5% | -1.3% | 0.001% | |
10/31/2024 | Graypoint LLC | 10,708 | $4.19M | 0.3% | +1.1% | 0.002% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 720 | $0.28M | 0.2% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 1,744 | $0.68M | 0.1% | +3.8% | 0.000% | |
10/31/2024 | M&G PLC | 42,988 | $16.81M | 0.1% | +0.8% | 0.009% | |
10/31/2024 | D.B. Root & Company LLC | 944 | $0.37M | 0.1% | +8.8% | 0.000% | |
10/31/2024 | Concurrent Investment Advisors LLC | 21,826 | $8.54M | 0.3% | +11.5% | 0.004% | |
10/30/2024 | Umpqua Bank | 7,314 | $2.86M | 1.0% | -2.8% | 0.001% | |
10/30/2024 | Ballast Advisors LLC | 2,701 | $1.06M | 0.3% | -3.9% | 0.001% | |
10/30/2024 | Harvest Portfolios Group Inc. | 46,362 | $18.13M | 0.6% | -12.6% | 0.009% | |
10/30/2024 | Foster & Motley Inc. | 16,659 | $6.52M | 0.4% | +0.9% | 0.003% | |
10/30/2024 | Radnor Capital Management LLC | 8,362 | $3.27M | 0.5% | N/A | 0.002% | |
10/30/2024 | Callahan Advisors LLC | 55,346 | $21.65M | 2.1% | 0.0% | 0.011% | |
10/30/2024 | Financial Security Advisor Inc. | 518 | $0.20M | 0.1% | N/A | 0.000% | |
10/30/2024 | Catalina Capital Group LLC | 2,691 | $1.05M | 0.4% | +10.1% | 0.001% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 4,421 | $1.73M | 0.1% | -4.0% | 0.001% | |
10/30/2024 | Beacon Financial Advisory LLC | 1,937 | $0.76M | 0.3% | -3.2% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 2,050 | $0.80M | 0.1% | -8.2% | 0.000% | |
10/30/2024 | Balentine LLC | 3,359 | $1.31M | 0.1% | +389.7% | 0.001% | |
10/30/2024 | Hixon Zuercher LLC | 23,180 | $9.07M | 3.6% | -2.0% | 0.005% | |
10/30/2024 | Focused Wealth Management Inc | 7,668 | $3M | 0.4% | +0.6% | 0.002% | |
10/30/2024 | Fiduciary Family Office LLC | 2,952 | $1.16M | 0.4% | -10.8% | 0.001% | |
10/30/2024 | MinichMacGregor Wealth Management LLC | 1,226 | $0.48M | 0.1% | +2.3% | 0.000% | |
10/30/2024 | Austin Private Wealth LLC | 1,305 | $0.51M | 0.0% | -5.5% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 21,728 | $8.50M | 0.2% | +1.0% | 0.004% | |
10/30/2024 | NorthRock Partners LLC | 5,318 | $2.08M | 0.2% | -9.1% | 0.001% | |
10/30/2024 | Global Wealth Management Investment Advisory Inc. | 12,334 | $4.82M | 1.0% | +3.2% | 0.003% | |
10/30/2024 | Ameritas Advisory Services LLC | 16,462 | $6.44M | 0.3% | -10.2% | 0.003% | |
10/30/2024 | Heritage Investors Management Corp | 130,477 | $51.03M | 1.7% | -4.1% | 0.027% | |
10/30/2024 | Hanlon Investment Management Inc. | 1,262 | $0.49M | 0.1% | +16.3% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 37,370 | $14.62M | 0.5% | +0.5% | 0.008% | |
10/30/2024 | Clarity Financial LLC | 597 | $0.23M | 0.0% | N/A | 0.000% | |
10/30/2024 | Amalgamated Bank | 104,213 | $40.76M | 0.3% | +4.6% | 0.021% | |
10/30/2024 | Sentry Investment Management LLC | 2,367 | $0.93M | 0.4% | +6.6% | 0.000% | |