5/1/2024 | Janney Capital Management LLC | 99,970 | $42.06M | 2.8% | -16.2% | 0.001% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 11,025 | $4.64M | 2.9% | +1.7% | 0.000% | |
5/1/2024 | KFA Private Wealth Group LLC | 7,958 | $3.35M | 1.0% | +4.8% | 0.000% | |
5/1/2024 | 1834 Investment Advisors Co. | 64,169 | $27M | 3.2% | -8.5% | 0.001% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 8,525 | $3.59M | 0.9% | +2.0% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 2,076,192 | $873.50M | 2.6% | -0.4% | 0.028% | |
5/1/2024 | Fairhaven Wealth Management LLC | 19,576 | $8.24M | 2.8% | +3.8% | 0.000% | |
5/1/2024 | Precision Wealth Strategies LLC | 3,050 | $1.28M | 1.2% | +3.2% | 0.000% | |
5/1/2024 | Peterson Wealth Services | 16,195 | $6.81M | 2.5% | +3.9% | 0.000% | |
5/1/2024 | Scott & Selber Inc. | 48,042 | $20.21M | 6.9% | +0.2% | 0.001% | |
5/1/2024 | CWS Financial Advisors LLC | 16,498 | $6.94M | 2.8% | -15.5% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 76,508 | $32.19M | 0.5% | -0.4% | 0.001% | |
5/1/2024 | TKG Advisors LLC | 2,474 | $1.04M | 0.6% | +26.0% | 0.000% | |
5/1/2024 | Source Financial Advisors LLC | 10,235 | $4.31M | 1.3% | -4.6% | 0.000% | |
5/1/2024 | Ballast Advisors LLC | 27,064 | $11.39M | 3.8% | -0.5% | 0.000% | |
5/1/2024 | Centric Wealth Management | 15,990 | $6.23M | 1.9% | +24.5% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 26,910 | $11.32M | 0.8% | +1.0% | 0.000% | |
5/1/2024 | Oak Ridge Investments LLC | 234,111 | $98.50M | 9.9% | +4.0% | 0.003% | |
5/1/2024 | Alta Wealth Advisors LLC | 9,634 | $4.05M | 2.1% | +1.2% | 0.000% | |
5/1/2024 | Ascent Wealth Partners LLC | 45,358 | $19.08M | 2.8% | +1.6% | 0.001% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 6,885,031 | $2.90B | 5.3% | +34.7% | 0.093% | |
5/1/2024 | Horan Capital Advisors LLC. | 37,684 | $15.86M | 5.6% | -9.6% | 0.001% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 21,059 | $8.86M | 0.7% | -3.4% | 0.000% | |
5/1/2024 | Baillie Gifford & Co. | 4,856,895 | $2.04B | 1.6% | -5.6% | 0.065% | |
5/1/2024 | Financial Guidance Group Inc. | 3,118 | $1.31M | 0.9% | -3.7% | 0.000% | |
5/1/2024 | Prosperity Consulting Group LLC | 29,885 | $12.57M | 1.6% | +15.4% | 0.000% | |
5/1/2024 | Colony Family Offices LLC | 668 | $0.28M | 0.1% | N/A | 0.000% | |
5/1/2024 | Shariaportfolio Inc. | 735 | $0.31M | 0.2% | -15.1% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 64,318 | $27.06M | 1.3% | +27.8% | 0.001% | |
5/1/2024 | Rempart Asset Management Inc. | 84,630 | $35.61M | 6.8% | -0.6% | 0.001% | |
5/1/2024 | Braun Stacey Associates Inc. | 344,868 | $145.09M | 5.7% | -2.1% | 0.005% | |
5/1/2024 | Retirement Group LLC | 4,709 | $1.98M | 0.7% | +6.5% | 0.000% | |
5/1/2024 | Matisse Capital | 18,546 | $7.80M | 3.8% | -0.2% | 0.000% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 23,980 | $10.09M | 1.8% | -3.8% | 0.000% | |
5/1/2024 | ORBA Wealth Advisors L.L.C. | 13,221 | $5.56M | 3.1% | +2.6% | 0.000% | |
5/1/2024 | Parthenon LLC | 258,828 | $108.89M | 13.8% | -1.5% | 0.003% | |
5/1/2024 | Bridgewater Advisors Inc. | 26,374 | $11.10M | 1.7% | +2.2% | 0.000% | |
5/1/2024 | Wambolt & Associates LLC | 30,324 | $12.88M | 3.9% | +5.0% | 0.000% | |
5/1/2024 | Starfox Financial Services LLC | 580 | $0.24M | 0.2% | -5.4% | 0.000% | |
5/1/2024 | Stegent Equity Advisors Inc. | 2,812 | $1.18M | 1.2% | +42.2% | 0.000% | |
5/1/2024 | Northcape Wealth Management LLC | 18,420 | $7.75M | 2.8% | -6.1% | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 20,126 | $8.47M | 4.4% | +99.9% | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 221,303 | $93.11M | 5.3% | -9.5% | 0.003% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 13,023 | $5.48M | 0.4% | -0.8% | 0.000% | |
5/1/2024 | Envision Financial Planning LLC | 507 | $0.21M | 0.2% | N/A | 0.000% | |
5/1/2024 | Bray Capital Advisors | 30,510 | $12.84M | 3.3% | -2.9% | 0.000% | |
5/1/2024 | Worth Financial Advisory Group LLC | 13,168 | $5.54M | 3.8% | +3.0% | 0.000% | |
5/1/2024 | McCarthy & Cox | 1,811 | $0.76M | 0.3% | N/A | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 522,442 | $219.80M | 2.7% | +0.9% | 0.007% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 19,497 | $8.21M | 2.0% | +1.0% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 89,263 | $37.90M | 2.2% | N/A | 0.001% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 42,193 | $17.75M | 4.7% | -1.7% | 0.001% | |
5/1/2024 | DecisionPoint Financial LLC | 7,591 | $3.08M | 1.2% | +2.6% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 575,190 | $241.99M | 1.7% | -0.2% | 0.008% | |
4/30/2024 | Findlay Park Partners LLP | 1,685,410 | $709.09M | 6.5% | -1.7% | 0.023% | |
4/30/2024 | Consolidated Portfolio Review Corp | 20,797 | $8.75M | 2.3% | -17.6% | 0.000% | |
4/30/2024 | Lodestone Wealth Management LLC | 14,232 | $5.99M | 3.2% | +1.0% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 107,264 | $45.19M | 2.3% | +3.9% | 0.001% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 8,617 | $3.63M | 0.9% | -2.0% | 0.000% | |
4/30/2024 | Vantage Investment Partners LLC | 105,478 | $44.38M | 4.0% | +27.1% | 0.001% | |
4/30/2024 | Granite Harbor Advisors Inc. | 5,827 | $2.45M | 1.7% | +8.5% | 0.000% | |
4/30/2024 | Curtis Advisory Group LLC | 4,326 | $1.82M | 0.7% | +0.9% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 2,898,005 | $1.22B | 4.7% | -0.4% | 0.039% | |
4/30/2024 | TFC Financial Management Inc. | 14,567 | $6.13M | 1.1% | -1.9% | 0.000% | |
4/30/2024 | Hartline Investment Corp | 35,445 | $14.91M | 2.6% | -61.3% | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 101,690 | $42.78M | 3.1% | +0.7% | 0.001% | |
4/30/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 32,218 | $13.56M | 9.8% | -4.2% | 0.000% | |
4/30/2024 | Drexel Morgan & Co. | 30,129 | $12.68M | 2.6% | +0.4% | 0.000% | |
4/30/2024 | Ables Iannone Moore & Associates Inc. | 14,564 | $6.13M | 4.4% | -1.4% | 0.000% | |
4/30/2024 | Fairman Group LLC | 1,844 | $0.78M | 0.7% | -13.5% | 0.000% | |
4/30/2024 | Longbow Finance SA | 186,395 | $78.42M | 7.9% | +0.6% | 0.003% | |
4/30/2024 | Norden Group LLC | 45,769 | $19.26M | 1.4% | +18.8% | 0.001% | |
4/30/2024 | Culbertson A N & Co. Inc. | 91,184 | $38.36M | 6.6% | -3.2% | 0.001% | |
4/30/2024 | Van ECK Associates Corp | 914,619 | $384.80M | 0.6% | +1.2% | 0.012% | |
4/30/2024 | JLB & Associates Inc. | 70,906 | $29.83M | 4.0% | -3.5% | 0.001% | |
4/30/2024 | Fortis Group Advisors LLC | 16,561 | $6.97M | 1.3% | +176.2% | 0.000% | |
4/30/2024 | SWS Partners | 3,398 | $1.43M | 0.4% | +50.3% | 0.000% | |
4/30/2024 | Privium Fund Management B.V. | 10,400 | $4.38M | 1.2% | -35.0% | 0.000% | |
4/30/2024 | Saxony Capital Management LLC | 4,361 | $1.84M | 2.2% | +7.2% | 0.000% | |
4/30/2024 | Beam Wealth Advisors Inc. | 3,578 | $1.51M | 0.9% | -5.3% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 276,627 | $116.38M | 1.5% | +2.8% | 0.004% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 26,530 | $11.16M | 2.7% | +5.5% | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 952 | $0.40M | 0.3% | -9.5% | 0.000% | |
4/30/2024 | Foundry Financial Group Inc. | 1,685 | $0.71M | 0.5% | +36.0% | 0.000% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 66,669 | $28.05M | 7.0% | -27.9% | 0.001% | |
4/30/2024 | SWAN Capital LLC | 1,050 | $0.44M | 0.3% | -5.6% | 0.000% | |
4/30/2024 | Haverford Financial Services Inc. | 55,016 | $23.15M | 6.7% | -0.4% | 0.001% | |
4/30/2024 | West Bancorporation Inc. | 9,746 | $4.10M | 2.7% | -10.8% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 1,484 | $0.62M | 0.4% | +44.9% | 0.000% | |
4/30/2024 | Violich Capital Management Inc. | 183,111 | $77.04M | 11.0% | +3.0% | 0.002% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 3,976 | $1.67M | 1.1% | -11.2% | 0.000% | |
4/30/2024 | Woodward Diversified Capital LLC | 21,363 | $8.99M | 5.6% | +1.7% | 0.000% | |
4/30/2024 | Warther Private Wealth LLC | 33,638 | $14.15M | 6.3% | +2.1% | 0.000% | |
4/30/2024 | Summit Place Financial Advisors LLC | 17,780 | $7.48M | 4.4% | +1.3% | 0.000% | |
4/30/2024 | Valley Forge Investment Consultants Inc. ADV | 1,306 | $0.55M | 0.2% | +8.5% | 0.000% | |
4/30/2024 | Concord Wealth Partners | 37,487 | $15.77M | 2.8% | +19.5% | 0.001% | |
4/30/2024 | Geneva Partners LLC | 23,824 | $10.02M | 4.4% | +14.4% | 0.000% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 3,536 | $1.49M | 0.3% | -29.4% | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 13,460 | $5.66M | 3.2% | -98.4% | 0.000% | |
4/30/2024 | Fountainhead AM LLC | 5,429 | $2.28M | 0.6% | -1.1% | 0.000% | |