7/26/2024 | WealthShield Partners LLC | 4,015 | $3.41M | 0.5% | +4.9% | 0.001% | |
7/26/2024 | Checchi Capital Advisers LLC | 10,141 | $8.62M | 0.4% | +0.4% | 0.002% | |
7/26/2024 | Financial Connections Group Inc. | 46 | $39K | 0.0% | +557.1% | 0.000% | |
7/26/2024 | MWA Asset Management | 4,240 | $3.60M | 2.6% | -1.1% | 0.001% | |
7/26/2024 | Worth Financial Advisory Group LLC | 247 | $0.21M | 0.1% | N/A | 0.000% | |
7/26/2024 | Hall Capital Management Co. Inc. | 5,977 | $5.08M | 2.4% | -2.1% | 0.001% | |
7/26/2024 | Harbour Investments Inc. | 9,136 | $7.77M | 0.3% | +2.9% | 0.002% | |
7/26/2024 | Bensler LLC | 11,638 | $9.89M | 1.3% | -4.4% | 0.003% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 3,575 | $3.04M | 0.4% | +11.6% | 0.001% | |
7/26/2024 | AustralianSuper Pty Ltd | 20,124 | $17.11M | 0.1% | -1.2% | 0.005% | |
7/26/2024 | Atomi Financial Group Inc. | 10,403 | $8.84M | 0.7% | +26.6% | 0.002% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 120,352 | $102.30M | 0.4% | +0.3% | 0.027% | |
7/26/2024 | Integrity Wealth Solutions LLC | 271 | $0.23M | 0.1% | -26.0% | 0.000% | |
7/26/2024 | Legato Capital Management LLC | 2,243 | $1.91M | 0.3% | -36.0% | 0.001% | |
7/26/2024 | Summit Securities Group LLC | 59 | $50K | 0.0% | N/A | 0.000% | |
7/26/2024 | RiverPark Advisors LLC | 2,008 | $1.71M | 1.4% | -3.0% | 0.000% | |
7/26/2024 | Dearborn Partners LLC | 57,048 | $48.49M | 2.1% | -1.3% | 0.013% | |
7/26/2024 | GAM Holding AG | 14,908 | $12.67M | 1.0% | +9.1% | 0.003% | |
7/26/2024 | AlphaStar Capital Management LLC | 2,184 | $1.86M | 0.2% | +3.2% | 0.000% | |
7/26/2024 | Solstein Capital LLC | 2,236 | $1.90M | 1.2% | -4.2% | 0.001% | |
7/26/2024 | Latitude Advisors LLC | 331 | $0.28M | 0.2% | -6.2% | 0.000% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 2,254 | $1.92M | 0.0% | +488.5% | 0.001% | |
7/26/2024 | Mitsubishi UFJ Asset Management UK Ltd. | 700 | $0.60M | 0.3% | -30.0% | 0.000% | |
7/26/2024 | Allspring Global Investments Holdings LLC | 100,848 | $85.72M | 0.1% | -36.5% | 0.023% | |
7/26/2024 | State of Michigan Retirement System | 178,369 | $151.61M | 0.8% | +12.9% | 0.040% | |
7/26/2024 | Trust Co. of Virginia VA | 12,786 | $10.87M | 1.0% | +3.4% | 0.003% | |
7/26/2024 | First Command Advisory Services Inc. | 1,652 | $1.40M | 0.0% | -4.6% | 0.000% | |
7/26/2024 | Liontrust Investment Partners LLP | 41,818 | $35.55M | 0.5% | +146.0% | 0.009% | |
7/26/2024 | Callan Family Office LLC | 521 | $0.44M | 0.1% | N/A | 0.000% | |
7/26/2024 | Hyman Charles D | 72,988 | $62.04M | 3.5% | +0.3% | 0.016% | |
7/26/2024 | St. Johns Investment Management Company LLC | 1,871 | $1.59M | 0.8% | +8.2% | 0.000% | |
7/26/2024 | SlateStone Wealth LLC | 12,335 | $10.49M | 1.1% | -2.1% | 0.003% | |
7/26/2024 | Rational Advisors LLC | 4,039 | $3.43M | 0.3% | +4.5% | 0.001% | |
7/26/2024 | Bailard Inc. | 39,175 | $33.30M | 0.9% | -1.3% | 0.009% | |
7/26/2024 | Verdence Capital Advisors LLC | 14,349 | $12.20M | 1.1% | -0.1% | 0.003% | |
7/26/2024 | Paulson Wealth Management Inc. | 1,470 | $1.25M | 0.4% | +1.9% | 0.000% | |
7/26/2024 | AlphaCentric Advisors LLC | 534 | $0.45M | 0.3% | +70.6% | 0.000% | |
7/26/2024 | Bank of New York Mellon Corp | 4,814,861 | $4.09B | 0.8% | -8.8% | 1.086% | |
7/26/2024 | Catalyst Financial Partners LLC | 2,006 | $1.71M | 0.4% | +4.6% | 0.000% | |
7/26/2024 | Bristlecone Advisors LLC | 29,298 | $24.90M | 2.1% | -4.2% | 0.007% | |
7/26/2024 | Salomon & Ludwin LLC | 744 | $0.63M | 0.1% | -24.8% | 0.000% | |
7/26/2024 | TFG Advisers LLC | 8,898 | $7.56M | 2.9% | -1.7% | 0.002% | |
7/26/2024 | EFG Asset Management North America Corp. | 7,592 | $6.45M | 1.1% | -3.8% | 0.002% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 8,499 | $7.22M | 2.8% | +1.3% | 0.002% | |
7/26/2024 | IMA Advisory Services Inc. | 259 | $0.22M | 0.1% | N/A | 0.000% | |
7/26/2024 | Obsidian Personal Planning Solutions LLC | 1,118 | $0.95M | 0.6% | -4.3% | 0.000% | |
7/25/2024 | New Millennium Group LLC | 1,808 | $1.54M | 1.0% | -40.8% | 0.000% | |
7/25/2024 | First Heartland Consultants Inc. | 2,022 | $1.72M | 0.1% | +4.3% | 0.000% | |
7/25/2024 | Addison Capital Co | 1,098 | $0.93M | 0.4% | -12.0% | 0.000% | |
7/25/2024 | MinichMacGregor Wealth Management LLC | 369 | $0.31M | 0.1% | N/A | 0.000% | |
7/25/2024 | Hills Bank & Trust Co | 8,806 | $7.49M | 0.6% | -1.8% | 0.002% | |
7/25/2024 | Cypress Capital Group | 8,386 | $7.13M | 0.9% | -0.6% | 0.002% | |
7/25/2024 | Raymond James Trust N.A. | 23,058 | $19.60M | 0.5% | +3.6% | 0.005% | |
7/25/2024 | TNF LLC | 886 | $0.74M | 0.3% | +145.4% | 0.000% | |
7/25/2024 | WD Rutherford LLC | 6,305 | $5.36M | 2.7% | -10.1% | 0.001% | |
7/25/2024 | Highland Capital Management LLC | 39,921 | $33.93M | 2.0% | +2.9% | 0.009% | |
7/25/2024 | Capital Advisors Ltd. LLC | 1,328 | $1.13M | 0.1% | +2.2% | 0.000% | |
7/25/2024 | Calamos Advisors LLC | 108,748 | $92.44M | 0.4% | -1.9% | 0.025% | |
7/25/2024 | Aljian Capital Management LLC | 54,120 | $46M | 15.3% | -1.0% | 0.012% | |
7/25/2024 | Northcape Wealth Management LLC | 6,774 | $5.76M | 2.1% | -0.9% | 0.002% | |
7/25/2024 | AMG National Trust Bank | 4,765 | $4.05M | 0.1% | +10.1% | 0.001% | |
7/25/2024 | Sigma Investment Counselors Inc. | 16,013 | $13.61M | 0.7% | +0.3% | 0.004% | |
7/25/2024 | Tempus Wealth Planning LLC | 1,470 | $1.25M | 0.5% | +6.7% | 0.000% | |
7/25/2024 | AMI Investment Management Inc. | 244 | $0.21M | 0.1% | N/A | 0.000% | |
7/25/2024 | POM Investment Strategies LLC | 239 | $0.20M | 0.2% | +16.0% | 0.000% | |
7/25/2024 | Calamos Wealth Management LLC | 6,392 | $5.43M | 0.3% | -2.2% | 0.001% | |
7/25/2024 | Access Financial Services Inc. | 294 | $0.25M | 0.1% | N/A | 0.000% | |
7/25/2024 | Independence Bank of Kentucky | 1,504 | $1.28M | 0.3% | +33.1% | 0.000% | |
7/25/2024 | Optas LLC | 2,362 | $2.01M | 0.5% | +2.7% | 0.001% | |
7/25/2024 | Clear Creek Financial Management LLC | 5,181 | $4.40M | 0.5% | -2.6% | 0.001% | |
7/25/2024 | SNS Financial Group LLC | 1,480 | $1.26M | 0.1% | +1.8% | 0.000% | |
7/25/2024 | Levy Wealth Management Group LLC | 300 | $0.26M | 0.1% | N/A | 0.000% | |
7/25/2024 | Pinnacle Wealth Management Advisory Group LLC | 5,007 | $4.26M | 0.4% | +3.3% | 0.001% | |
7/25/2024 | Spirit of America Management Corp NY | 6,781 | $5.76M | 1.2% | -0.7% | 0.002% | |
7/25/2024 | Community Financial Services Group LLC | 14,706 | $12.50M | 2.7% | -5.4% | 0.003% | |
7/25/2024 | Field & Main Bank | 5,028 | $4.27M | 1.6% | -1.3% | 0.001% | |
7/25/2024 | Yeomans Consulting Group Inc. | 549 | $0.47M | 0.2% | +29.5% | 0.000% | |
7/25/2024 | Vivid Wealth Management LLC | 2,415 | $2.05M | 1.1% | N/A | 0.001% | |
7/25/2024 | Tranquility Partners LLC | 7,279 | $6.19M | 2.4% | -0.9% | 0.002% | |
7/25/2024 | Retirement Solution LLC | 457 | $0.39M | 0.1% | -34.1% | 0.000% | |
7/25/2024 | Tanager Wealth Management LLP | 250 | $0.21M | 0.0% | N/A | 0.000% | |
7/25/2024 | Sterling Investment Counsel LLC | 1,806 | $1.54M | 0.6% | -6.2% | 0.000% | |
7/25/2024 | Institute for Wealth Management LLC. | 9,127 | $7.76M | 1.0% | +7.5% | 0.002% | |
7/25/2024 | Silvant Capital Management LLC | 15,827 | $13.45M | 0.6% | -0.8% | 0.004% | |
7/25/2024 | Washburn Capital Management Inc. | 3,000 | $2.55M | 1.8% | +3.4% | 0.001% | |
7/25/2024 | Kanawha Capital Management LLC | 15,699 | $13.34M | 1.0% | +3.9% | 0.004% | |
7/25/2024 | Planning Alternatives Ltd. ADV | 250 | $0.21M | 0.0% | N/A | 0.000% | |
7/25/2024 | Red Cedar Investment Management LLC | 4,431 | $3.77M | 0.5% | +22.5% | 0.001% | |
7/25/2024 | Etesian Wealth Advisors Inc. | 7,022 | $5.97M | 3.4% | +0.6% | 0.002% | |
7/25/2024 | Mn Services Vermogensbeheer B.V. | 175,400 | $149.09M | 1.1% | -2.0% | 0.040% | |
7/25/2024 | Banque Pictet & Cie SA | 7,830 | $6.66M | 0.1% | -16.8% | 0.002% | |
7/25/2024 | First Merchants Corp | 23,689 | $20.14M | 0.8% | -4.6% | 0.005% | |
7/25/2024 | AMI Asset Management Corp | 58,577 | $49.79M | 2.7% | -3.3% | 0.013% | |
7/25/2024 | Bank of Stockton | 7,311 | $6.21M | 2.0% | -0.4% | 0.002% | |
7/25/2024 | Waypoint Wealth Partners Inc. | 1,421 | $1.21M | 0.4% | -3.9% | 0.000% | |
7/25/2024 | Tributary Capital Management LLC | 915 | $0.78M | 0.1% | -3.2% | 0.000% | |
7/25/2024 | Atlantic Union Bankshares Corp | 8,862 | $7.53M | 0.5% | +56.6% | 0.002% | |
7/25/2024 | Capital Insight Partners LLC | 1,182 | $1.01M | 0.2% | +12.3% | 0.000% | |
7/24/2024 | McAdam LLC | 640 | $0.54M | 0.0% | +14.7% | 0.000% | |
7/24/2024 | Argent Capital Management LLC | 3,145 | $2.67M | 0.1% | +0.6% | 0.001% | |