5/1/2024 | Precision Wealth Strategies LLC | 2,011 | $1.47M | 1.4% | N/A | 0.000% | |
5/1/2024 | Peterson Wealth Services | 14,228 | $10.42M | 3.8% | -6.2% | 0.003% | |
5/1/2024 | CWS Financial Advisors LLC | 594 | $0.44M | 0.2% | -26.3% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 3,477 | $2.55M | 0.0% | -15.2% | 0.001% | |
5/1/2024 | Ballast Advisors LLC | 2,042 | $1.50M | 0.5% | +2.2% | 0.000% | |
5/1/2024 | Centric Wealth Management | 1,721 | $1.24M | 0.4% | +66.6% | 0.000% | |
5/1/2024 | Oak Ridge Investments LLC | 15,958 | $11.69M | 1.2% | +3.8% | 0.004% | |
5/1/2024 | Meitav Investment House Ltd. | 74,854 | $54.85M | 1.1% | -41.7% | 0.017% | |
5/1/2024 | Alta Wealth Advisors LLC | 4,627 | $3.39M | 1.7% | -0.5% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 442,220 | $323.98M | 0.6% | -10.4% | 0.100% | |
5/1/2024 | Horan Capital Advisors LLC. | 743 | $0.54M | 0.2% | -8.3% | 0.000% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 6,271 | $4.59M | 0.3% | -21.5% | 0.001% | |
5/1/2024 | Prosperity Consulting Group LLC | 5,073 | $3.72M | 0.5% | +5.6% | 0.001% | |
5/1/2024 | Avior Wealth Management LLC | 6,849 | $5.02M | 0.2% | +11.8% | 0.002% | |
5/1/2024 | Rempart Asset Management Inc. | 44,781 | $32.81M | 6.3% | -5.3% | 0.010% | |
5/1/2024 | Braun Stacey Associates Inc. | 25,372 | $18.59M | 0.7% | -4.9% | 0.006% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 7,525 | $5.51M | 1.0% | -6.7% | 0.002% | |
5/1/2024 | Parthenon LLC | 1,228 | $0.90M | 0.1% | -4.7% | 0.000% | |
5/1/2024 | Wambolt & Associates LLC | 6,302 | $4.55M | 1.4% | -3.3% | 0.001% | |
5/1/2024 | Northcape Wealth Management LLC | 6,833 | $5.01M | 1.8% | -0.9% | 0.002% | |
5/1/2024 | Flynn Zito Capital Management LLC | 854 | $0.63M | 0.3% | N/A | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 51,817 | $37.96M | 2.2% | +28.5% | 0.012% | |
5/1/2024 | Bray Capital Advisors | 9,674 | $7.09M | 1.8% | -1.8% | 0.002% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 1,861 | $1.37M | 0.3% | -6.7% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 24,837 | $17.91M | 1.1% | N/A | 0.006% | |
4/30/2024 | Private Advisor Group LLC | 59,972 | $43.94M | 0.3% | +7.0% | 0.014% | |
4/30/2024 | Consolidated Portfolio Review Corp | 632 | $0.46M | 0.1% | -64.7% | 0.000% | |
4/30/2024 | Lodestone Wealth Management LLC | 1,556 | $1.14M | 0.6% | -1.1% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 5,025 | $3.67M | 0.2% | +4.7% | 0.001% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 570 | $0.42M | 0.1% | +6.5% | 0.000% | |
4/30/2024 | Vantage Investment Partners LLC | 11,263 | $8.26M | 0.7% | -12.3% | 0.003% | |
4/30/2024 | Granite Harbor Advisors Inc. | 290 | $0.21M | 0.1% | N/A | 0.000% | |
4/30/2024 | Hartline Investment Corp | 3,446 | $2.52M | 0.4% | -65.5% | 0.001% | |
4/30/2024 | Curtis Advisory Group LLC | 1,924 | $1.41M | 0.5% | -1.0% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 219,037 | $160.47M | 0.6% | +0.2% | 0.049% | |
4/30/2024 | North Star Investment Management Corp. | 11,481 | $8.41M | 0.6% | +1.2% | 0.003% | |
4/30/2024 | Fairman Group LLC | 200 | $0.15M | 0.1% | -44.4% | 0.000% | |
4/30/2024 | Longbow Finance SA | 9,230 | $6.76M | 0.7% | N/A | 0.002% | |
4/30/2024 | Norden Group LLC | 2,418 | $1.77M | 0.1% | +35.3% | 0.001% | |
4/30/2024 | Dillon & Associates Inc. | 6,634 | $4.86M | 0.8% | +3.8% | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 102,399 | $75.02M | 0.1% | +7.2% | 0.023% | |
4/30/2024 | Fortis Group Advisors LLC | 7,309 | $5.36M | 1.0% | +871.9% | 0.002% | |
4/30/2024 | Saxony Capital Management LLC | 548 | $0.40M | 0.5% | +16.3% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 16,719 | $12.25M | 0.2% | +29.9% | 0.004% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 7,887 | $5.78M | 1.4% | +8.4% | 0.002% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 2,326 | $1.70M | 0.4% | -10.4% | 0.001% | |
4/30/2024 | Haverford Financial Services Inc. | 19,136 | $14.02M | 4.0% | -28.3% | 0.004% | |
4/30/2024 | West Bancorporation Inc. | 1,446 | $1.06M | 0.7% | -1.3% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 166 | $0.12M | 0.1% | +124.3% | 0.000% | |
4/30/2024 | Cordatus Wealth Management LLC | 3,952 | $2.90M | 2.1% | +0.8% | 0.001% | |
4/30/2024 | Violich Capital Management Inc. | 62,192 | $45.56M | 6.5% | +2.6% | 0.014% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 297 | $0.22M | 0.1% | -62.6% | 0.000% | |
4/30/2024 | Warther Private Wealth LLC | 310 | $0.23M | 0.1% | N/A | 0.000% | |
4/30/2024 | Summit Place Financial Advisors LLC | 2,359 | $1.73M | 1.0% | -0.6% | 0.001% | |
4/30/2024 | Concord Wealth Partners | 3,365 | $2.47M | 0.4% | +20.0% | 0.001% | |
4/30/2024 | MN Wealth Advisors LLC | 657 | $0.48M | 0.3% | -6.4% | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 1,224 | $0.90M | 0.5% | -98.4% | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 2,648 | $1.94M | 1.1% | -10.0% | 0.001% | |
4/30/2024 | WealthBridge Capital Management LLC | 847 | $0.62M | 0.2% | -8.2% | 0.000% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 2,091 | $1.53M | 0.0% | +51.7% | 0.000% | |
4/30/2024 | Delta Financial Group Inc. | 2,734 | $2M | 0.6% | +1.8% | 0.001% | |
4/30/2024 | Vance Wealth Inc. | 950 | $0.70M | 0.3% | +3.7% | 0.000% | |
4/30/2024 | Private Wealth Management Group LLC | 168 | $0.12M | 0.1% | +17.5% | 0.000% | |
4/30/2024 | Joel Isaacson & Co. LLC | 3,553 | $2.60M | 0.1% | +8.0% | 0.001% | |
4/30/2024 | Vest Financial LLC | 737 | $0.54M | 0.0% | N/A | 0.000% | |
4/30/2024 | Signet Investment Advisory Group Inc. | 1,495 | $1.10M | 0.6% | -2.2% | 0.000% | |
4/30/2024 | Sitrin Capital Management LLC | 9,572 | $7.01M | 3.8% | -2.6% | 0.002% | |
4/30/2024 | Arkadios Wealth Advisors | 3,104 | $2.27M | 0.2% | -0.8% | 0.001% | |
4/30/2024 | Tandem Investment Advisors Inc. | 55,111 | $40.38M | 1.6% | -26.5% | 0.012% | |
4/30/2024 | Thomas Story & Son LLC | 19,172 | $14.05M | 5.9% | -0.2% | 0.004% | |
4/30/2024 | Camden National Bank | 20,210 | $14.81M | 2.6% | -6.9% | 0.005% | |
4/30/2024 | Bull Street Advisors LLC | 8,520 | $6.24M | 3.0% | -0.7% | 0.002% | |
4/30/2024 | Caprock Group LLC | 7,157 | $5.24M | 0.3% | +0.4% | 0.002% | |
4/30/2024 | Naples Global Advisors LLC | 2,498 | $1.83M | 0.2% | -3.8% | 0.001% | |
4/30/2024 | Perigon Wealth Management LLC | 19,962 | $14.63M | 0.4% | -3.4% | 0.005% | |
4/30/2024 | Hutchens & Kramer Investment Management Group LLC | 467 | $0.34M | 0.2% | +5.2% | 0.000% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 388 | $0.28M | 0.1% | -3.5% | 0.000% | |
4/30/2024 | Mayflower Financial Advisors LLC | 1,888 | $1.38M | 0.1% | +2.2% | 0.000% | |
4/30/2024 | SkyOak Wealth LLC | 925 | $0.68M | 0.2% | +23.3% | 0.000% | |
4/30/2024 | Madison Wealth Partners Inc | 1,021 | $0.75M | 0.3% | +1.9% | 0.000% | |
4/30/2024 | M3 Advisory Group LLC | 828 | $0.61M | 0.6% | +34.0% | 0.000% | |
4/30/2024 | Lakeridge Wealth Management LLC | 713 | $0.52M | 0.3% | -6.6% | 0.000% | |
4/30/2024 | Independent Family Office LLC | 626 | $0.46M | 0.2% | +9.8% | 0.000% | |
4/30/2024 | Unionview LLC | 2,078 | $1.52M | 1.3% | -0.7% | 0.000% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 1,282 | $0.94M | 0.6% | +4.4% | 0.000% | |
4/30/2024 | OFI Invest Asset Management | 59,194 | $40.16M | 1.1% | +2.7% | 0.013% | |
4/30/2024 | Renaissance Investment Group LLC | 24,774 | $18.15M | 4.2% | +0.1% | 0.006% | |
4/30/2024 | Stock Yards Bank & Trust Co. | 58,262 | $42.69M | 1.4% | -14.2% | 0.013% | |
4/30/2024 | Claret Asset Management Corp | 5,144 | $3.77M | 0.6% | -0.5% | 0.001% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 8,390 | $6.15M | 2.4% | +2.1% | 0.002% | |
4/29/2024 | Commonwealth Equity Services LLC | 402,875 | $295.16M | 0.5% | +4.2% | 0.091% | |
4/29/2024 | FAS Wealth Partners Inc. | 6,124 | $4.49M | 0.4% | +0.5% | 0.001% | |
4/29/2024 | Field & Main Bank | 5,096 | $3.73M | 1.5% | -2.4% | 0.001% | |
4/29/2024 | Greenleaf Trust | 15,922 | $11.67M | 0.1% | -1.1% | 0.004% | |
4/29/2024 | Principal Financial Group Inc. | 1,353,514 | $991.63M | 0.6% | -1.8% | 0.305% | |
4/29/2024 | Benjamin Edwards Inc. | 10,992 | $8.05M | 1.6% | +5.3% | 0.002% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 69,618 | $51M | 0.9% | +3.1% | 0.016% | |
4/29/2024 | Lederer & Associates Investment Counsel CA | 2,571 | $1.88M | 1.3% | -1.2% | 0.001% | |
4/29/2024 | Silicon Valley Capital Partners | 12,583 | $9.22M | 1.4% | +10.3% | 0.003% | |
4/29/2024 | Castle Wealth Management LLC | 1,077 | $0.79M | 0.4% | -7.6% | 0.000% | |