4/18/2024 | SeaCrest Wealth Management LLC | 2,401 | $1.29M | 0.2% | +2.7% | 0.002% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 548 | $0.29M | 0.1% | N/A | 0.000% | |
4/18/2024 | InTrack Investment Management Inc | 1,496 | $0.80M | 0.6% | -29.0% | 0.001% | |
4/18/2024 | MV Capital Management Inc. | 139 | $75K | 0.0% | -40.9% | 0.000% | |
4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 384 | $0.21M | 0.1% | N/A | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 90,606 | $48.64M | 0.1% | +5.6% | 0.069% | |
4/18/2024 | Oak Thistle LLC | 481 | $0.26M | 0.2% | N/A | 0.000% | |
4/18/2024 | Claro Advisors LLC | 2,065 | $1.11M | 0.2% | +2.7% | 0.002% | |
4/18/2024 | Miracle Mile Advisors LLC | 561 | $0.30M | 0.0% | +11.8% | 0.000% | |
4/18/2024 | Kowal Investment Group LLC | 445 | $0.24M | 0.1% | N/A | 0.000% | |
4/18/2024 | Diversified Trust Co | 7,570 | $4.06M | 0.1% | +14.0% | 0.006% | |
4/18/2024 | Aviance Capital Partners LLC | 620 | $0.33M | 0.0% | N/A | 0.000% | |
4/18/2024 | Chapin Davis Inc. | 1,838 | $0.99M | 0.4% | -3.0% | 0.001% | |
4/18/2024 | Seaside Wealth Management Inc. | 377 | $0.20M | 0.1% | N/A | 0.000% | |
4/18/2024 | MorganRosel Wealth Management LLC | 1,902 | $1.02M | 0.4% | -3.2% | 0.001% | |
4/18/2024 | Successful Portfolios LLC | 384 | $0.21M | 0.1% | N/A | 0.000% | |
4/18/2024 | LVW Advisors LLC | 1,764 | $0.95M | 0.2% | -4.2% | 0.001% | |
4/18/2024 | SteelPeak Wealth LLC | 3,313 | $1.78M | 0.1% | +22.3% | 0.003% | |
4/17/2024 | Trilogy Capital Inc. | 522 | $0.28M | 0.0% | N/A | 0.000% | |
4/17/2024 | Cornerstone Wealth Group LLC | 648 | $0.35M | 0.0% | +12.7% | 0.000% | |
4/17/2024 | New Mexico Educational Retirement Board | 8,752 | $4.70M | 0.2% | +24.1% | 0.007% | |
4/17/2024 | Fox Hill Wealth Management | 3,412 | $1.83M | 1.2% | -2.2% | 0.003% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 18,888 | $10.14M | 0.5% | +0.8% | 0.014% | |
4/16/2024 | Toth Financial Advisory Corp | 17,148 | $9.21M | 1.2% | -6.3% | 0.013% | |
4/16/2024 | WD Rutherford LLC | 3,505 | $1.88M | 1.0% | -4.3% | 0.003% | |
4/16/2024 | OneAscent Financial Services LLC | 920 | $0.50M | 0.1% | -28.5% | 0.001% | |
4/16/2024 | New England Research & Management Inc. | 1,550 | $0.83M | 0.4% | N/A | 0.001% | |
4/16/2024 | Kathmere Capital Management LLC | 2,468 | $1.33M | 0.2% | +7.2% | 0.002% | |
4/16/2024 | DeDora Capital Inc. | 967 | $0.52M | 0.2% | N/A | 0.001% | |
4/16/2024 | Register Financial Advisors LLC | 54 | $29K | 0.0% | N/A | 0.000% | |
4/16/2024 | Capital Asset Advisory Services LLC | 680 | $0.37M | 0.0% | -8.8% | 0.001% | |
4/16/2024 | Artemis Investment Management LLP | 196,444 | $105.42M | 1.3% | -23.1% | 0.149% | |
4/16/2024 | Hennessy Advisors Inc. | 5,600 | $3.01M | 0.1% | N/A | 0.004% | |
4/16/2024 | Buckley Wealth Management LLC | 1,608 | $0.86M | 0.3% | +3.1% | 0.001% | |
4/16/2024 | Transform Wealth LLC | 19,826 | $10.66M | 1.0% | +2.7% | 0.015% | |
4/16/2024 | 180 Wealth Advisors LLC | 1,443 | $0.78M | 0.1% | N/A | 0.001% | |
4/16/2024 | Thrive Wealth Management LLC | 951 | $0.51M | 0.1% | +5.7% | 0.001% | |
4/16/2024 | Seed Wealth Management Inc. | 1,474 | $0.79M | 0.8% | -3.3% | 0.001% | |
4/16/2024 | Scharf Investments LLC | 508,859 | $273.18M | 7.4% | -3.1% | 0.387% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 182,018 | $97.72M | 0.3% | -4.4% | 0.139% | |
4/16/2024 | ERn Financial LLC | 397 | $0.21M | 0.0% | N/A | 0.000% | |
4/16/2024 | Mosley Wealth Management | 579 | $0.31M | 0.3% | -3.7% | 0.000% | |
4/15/2024 | Signet Financial Management LLC | 3,797 | $2.04M | 0.3% | N/A | 0.003% | |
4/15/2024 | Sar Wealth Management Group LLC | 1,860 | $1M | 0.9% | -9.5% | 0.001% | |
4/15/2024 | Cairn Investment Group Inc. | 3,835 | $2.06M | 1.2% | -1.5% | 0.003% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 1,426 | $0.77M | 0.0% | +43.6% | 0.001% | |
4/15/2024 | Brookstone Capital Management | 7,306 | $3.92M | 0.1% | -14.4% | 0.006% | |
4/15/2024 | Sunbelt Securities Inc. | 846 | $0.45M | 0.1% | +10.9% | 0.001% | |
4/15/2024 | RMR Wealth Builders | 464 | $0.25M | 0.0% | +5.2% | 0.000% | |
4/15/2024 | Atlas Capital Advisors LLC | 5,758 | $3.09M | 0.5% | -2.2% | 0.004% | |
4/15/2024 | Eagle Rock Investment Company LLC | 3,717 | $2M | 0.4% | N/A | 0.003% | |
4/15/2024 | IAM Advisory LLC | 3,935 | $2.11M | 0.6% | +1.6% | 0.003% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 1,531 | $0.82M | 0.1% | +7.7% | 0.001% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 734 | $0.39M | 0.1% | N/A | 0.001% | |
4/15/2024 | Thompson Investment Management Inc. | 11,725 | $6.30M | 1.0% | -2.8% | 0.009% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 743 | $0.40M | 0.2% | -16.0% | 0.001% | |
4/12/2024 | Riverview Trust Co | 91 | $49K | 0.0% | N/A | 0.000% | |
4/12/2024 | Gateway Investment Advisers LLC | 4,284 | $2.30M | 0.0% | +13.9% | 0.003% | |
4/12/2024 | CGN Advisors LLC | 5,528 | $2.97M | 0.4% | -1.1% | 0.004% | |
4/12/2024 | Navalign LLC | 3,625 | $1.95M | 0.6% | -4.7% | 0.003% | |
4/12/2024 | Global Assets Advisory LLC | 13,949 | $7.49M | 0.0% | N/A | 0.011% | |
4/12/2024 | Range Financial Group LLC | 673 | $0.36M | 0.2% | +6.2% | 0.001% | |
4/12/2024 | Carlson Capital Management | 1,630 | $0.88M | 0.0% | -33.1% | 0.001% | |
4/12/2024 | Global Trust Asset Management LLC | 5,319 | $2.86M | 1.2% | -1.2% | 0.004% | |
4/12/2024 | CHICAGO TRUST Co NA | 8,005 | $4.30M | 0.9% | -2.5% | 0.006% | |
4/12/2024 | Northwest Investment Counselors LLC | 6,221 | $3.34M | 0.8% | -4.5% | 0.005% | |
4/12/2024 | Lbmc Investment Advisors LLC | 430 | $0.23M | 0.0% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 11,261 | $6.05M | 0.1% | +6.5% | 0.009% | |
4/11/2024 | Opal Wealth Advisors LLC | 846 | $0.45M | 0.2% | +34.3% | 0.001% | |
4/11/2024 | Contravisory Investment Management Inc. | 28,786 | $15.45M | 3.4% | -5.2% | 0.022% | |
4/11/2024 | Unique Wealth LLC | 1,189 | $0.64M | 0.2% | +46.2% | 0.001% | |
4/11/2024 | International Assets Investment Management LLC | 71,658 | $38.47M | 1.1% | +0.0% | 0.055% | |
4/11/2024 | Central Bank & Trust Co. | 1,370 | $0.74M | 0.1% | -4.6% | 0.001% | |
4/11/2024 | Gulf International Bank UK Ltd | 11,194 | $6.01M | 0.2% | +0.5% | 0.009% | |
4/11/2024 | Meyer Handelman Co. | 112,697 | $60.50M | 2.1% | -3.8% | 0.086% | |
4/11/2024 | RFG Advisory LLC | 1,890 | $1.02M | 0.0% | +16.0% | 0.001% | |
4/11/2024 | Wynn Capital LLC | 4,045 | $2.17M | 1.7% | -5.3% | 0.003% | |
4/11/2024 | Shilanski & Associates Inc. | 5,275 | $2.83M | 1.0% | -4.3% | 0.004% | |
4/10/2024 | Partnership Wealth Management LLC | 181 | $97K | 0.1% | -18.8% | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 5,453 | $2.93M | 0.0% | +27.1% | 0.004% | |
4/10/2024 | Wedmont Private Capital | 1,719 | $0.91M | 0.1% | +4.0% | 0.001% | |
4/10/2024 | Banque Cantonale Vaudoise | 8,021 | $4.31M | 0.2% | -25.8% | 0.006% | |
4/10/2024 | Legacy Private Trust Co. | 16,477 | $8.85M | 0.6% | -3.2% | 0.013% | |
4/10/2024 | Czech National Bank | 23,121 | $12.41M | 0.2% | -0.8% | 0.018% | |
4/10/2024 | Fulton Bank N.A. | 7,684 | $4.13M | 0.2% | -1.0% | 0.006% | |
4/10/2024 | Perpetual Ltd | 1,779 | $0.96M | 0.0% | +7.4% | 0.001% | |
4/9/2024 | Montecito Bank & Trust | 2,627 | $1.41M | 0.3% | -16.7% | 0.002% | |
4/9/2024 | Alaska Permanent Fund Corp | 27,211 | $14.61M | 0.2% | +121.9% | 0.021% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 687 | $0.37M | 0.0% | +5.0% | 0.001% | |
4/9/2024 | Rise Advisors LLC | 74 | $40K | 0.0% | N/A | 0.000% | |
4/9/2024 | Abner Herrman & Brock LLC | 6,173 | $3.31M | 0.4% | -4.2% | 0.005% | |
4/9/2024 | Mather Group LLC. | 652 | $0.35M | 0.0% | -3.1% | 0.000% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 5,922 | $3.18M | 0.3% | -3.3% | 0.005% | |
4/8/2024 | Pensionfund Sabic | 2,950 | $1.58M | 0.5% | -26.3% | 0.002% | |
4/5/2024 | First Hawaiian Bank | 4,301 | $2.31M | 0.1% | -2.7% | 0.003% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 9,846 | $5.29M | 1.6% | -10.7% | 0.007% | |
4/5/2024 | GAMMA Investing LLC | 811 | $0.44M | 0.1% | +22.9% | 0.001% | |
4/5/2024 | Insight Wealth Strategies LLC | 4,047 | $2.17M | 0.3% | +3.3% | 0.003% | |
4/5/2024 | CWM LLC | 5,590 | $3M | 0.0% | +13.1% | 0.004% | |
4/4/2024 | Cullen Investment Group LTD. | 835 | $0.45M | 0.1% | -3.6% | 0.001% | |