1/24/2025 | Cullinan Associates Inc. | 262,014 | $43.93M | 2.8% | -6.9% | 0.011% | |
1/24/2025 | Tempus Wealth Planning LLC | 1,715 | $0.29M | 0.1% | +9.2% | 0.000% | |
1/24/2025 | Flavin Financial Services Inc. | 12,044 | $2.02M | 1.9% | N/A | 0.001% | |
1/24/2025 | First Dallas Securities Inc. | 2,065 | $0.35M | 0.1% | -6.7% | 0.000% | |
1/24/2025 | RBA Wealth Management LLC | 29,048 | $4.87M | 1.9% | +0.3% | 0.001% | |
1/24/2025 | Calamos Wealth Management LLC | 22,855 | $3.83M | 0.2% | +35.0% | 0.001% | |
1/24/2025 | Calamos Advisors LLC | 538,830 | $90.34M | 0.4% | +0.2% | 0.023% | |
1/24/2025 | Dupree Financial Group LLC | 2,756 | $0.46M | 0.2% | +5.3% | 0.000% | |
1/24/2025 | abrdn plc | 2,787,737 | $464.73M | 0.9% | -6.6% | 0.118% | |
1/24/2025 | Trust Point Inc. | 25,098 | $4.21M | 0.3% | +7.6% | 0.001% | |
1/24/2025 | Blodgett Wealth Advisors LLC | 7,480 | $1.25M | 1.0% | -6.3% | 0.000% | |
1/24/2025 | Childress Capital Advisors LLC | 8,773 | $1.47M | 0.4% | -12.2% | 0.000% | |
1/24/2025 | Alliance Wealth Advisors LLC UT | 5,438 | $0.91M | 0.2% | +32.5% | 0.000% | |
1/24/2025 | Vantage Point Financial LLC | 4,619 | $0.77M | 0.4% | N/A | 0.000% | |
1/24/2025 | Optas LLC | 5,731 | $0.96M | 0.2% | +3.7% | 0.000% | |
1/24/2025 | GDS Wealth Management | 23,915 | $4.01M | 0.4% | +46.9% | 0.001% | |
1/24/2025 | Holistic Planning LLC | 16,868 | $2.83M | 1.0% | +0.6% | 0.001% | |
1/24/2025 | Hodges Capital Management Inc. | 8,250 | $1.38M | 0.1% | -11.8% | 0.000% | |
1/24/2025 | Boston Trust Walden Corp | 256,934 | $43.08M | 0.3% | -0.3% | 0.011% | |
1/24/2025 | Financial Life Planners | 441 | $74K | 0.1% | N/A | 0.000% | |
1/24/2025 | Jennison Associates LLC | 460,262 | $77.16M | 0.0% | -24.3% | 0.020% | |
1/24/2025 | Muirfield Wealth Advisors LLC | 1,700 | $0.29M | 0.2% | N/A | 0.000% | |
1/24/2025 | Leisure Capital Management | 17,472 | $2.93M | 1.1% | -0.6% | 0.001% | |
1/24/2025 | McNamara Financial Services Inc. | 2,208 | $0.37M | 0.1% | -29.4% | 0.000% | |
1/24/2025 | Rice Partnership LLC | 15,284 | $2.56M | 0.5% | -1.3% | 0.001% | |
1/24/2025 | Home Federal Bank of Tennessee | 23,168 | $3.88M | 1.1% | -1.5% | 0.001% | |
1/24/2025 | Financial Strategies Group Inc. | 34,748 | $5.51M | 1.3% | +8.0% | 0.001% | |
1/24/2025 | Resonant Capital Advisors LLC | 23,937 | $4.01M | 0.3% | +2.0% | 0.001% | |
1/24/2025 | Financial Partners Group Inc | 3,136 | $0.53M | 0.1% | +4.5% | 0.000% | |
1/24/2025 | Catalina Capital Group LLC | 12,282 | $2.06M | 0.7% | +7.2% | 0.001% | |
1/24/2025 | S.A. Mason LLC | 14,201 | $2.38M | 1.3% | +0.7% | 0.001% | |
1/24/2025 | JB Capital LLC | 8,256 | $1.38M | 0.1% | -2.9% | 0.000% | |
1/24/2025 | Princeton Global Asset Management LLC | 27,808 | $4.66M | 0.9% | +0.9% | 0.001% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 1,950 | $0.33M | 0.3% | N/A | 0.000% | |
1/24/2025 | Chicago Capital LLC | 35,784 | $6M | 0.2% | -1.5% | 0.002% | |
1/24/2025 | Abner Herrman & Brock LLC | 39,045 | $6.55M | 0.8% | -2.0% | 0.002% | |
1/24/2025 | Magnolia Capital Advisors LLC | 1,957 | $0.33M | 0.2% | -5.0% | 0.000% | |
1/24/2025 | FSM Wealth Advisors LLC | 5,016 | $0.81M | 0.2% | +2.9% | 0.000% | |
1/24/2025 | KPP Advisory Services LLC | 11,812 | $1.98M | 0.5% | +8.2% | 0.001% | |
1/24/2025 | HHM Wealth Advisors LLC | 11,912 | $2M | 0.3% | +13.4% | 0.001% | |
1/24/2025 | Sequent Asset Management LLC | 5,089 | $0.85M | 0.4% | -5.9% | 0.000% | |
1/24/2025 | Red Tortoise LLC | 867 | $0.15M | 0.1% | -69.0% | 0.000% | |
1/24/2025 | CFM Wealth Partners LLC | 9,391 | $1.57M | 0.3% | +11.5% | 0.000% | |
1/24/2025 | Stock Yards Bank & Trust Co. | 193,121 | $32.38M | 1.1% | -4.4% | 0.008% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 14,423 | $2.42M | 0.3% | -0.8% | 0.001% | |
1/24/2025 | Horst & Graben Wealth Management LLC | 15,796 | $2.65M | 0.5% | +171.3% | 0.001% | |
1/24/2025 | CGC Financial Services LLC | 631 | $0.11M | 0.0% | +12.9% | 0.000% | |
1/24/2025 | CENTRAL TRUST Co | 213,304 | $35.76M | 0.9% | -9.3% | 0.009% | |
1/24/2025 | Valley National Advisers Inc. | 6,507 | $1.09M | 0.2% | +1.2% | 0.000% | |
1/24/2025 | Western Pacific Wealth Management LP | 474 | $79K | 0.1% | -70.3% | 0.000% | |
1/24/2025 | SkyOak Wealth LLC | 25,712 | $4.31M | 0.9% | -2.4% | 0.001% | |
1/24/2025 | McAdam LLC | 5,562 | $0.93M | 0.1% | +6.9% | 0.000% | |
1/24/2025 | Riggs Asset Managment Co. Inc. | 1,392 | $0.23M | 0.1% | -4.2% | 0.000% | |
1/24/2025 | Round Rock Advisors LLC | 5,781 | $0.97M | 0.2% | +60.4% | 0.000% | |
1/24/2025 | Sutton Place Investors LLC | 12,967 | $2.17M | 1.3% | +0.9% | 0.001% | |
1/24/2025 | River Street Advisors LLC | 7,145 | $1.20M | 0.6% | -1.2% | 0.000% | |
1/24/2025 | U.S. Capital Wealth Advisors LLC | 83,599 | $14.02M | 0.4% | +4.3% | 0.004% | |
1/24/2025 | Greenleaf Trust | 108,083 | $18.12M | 0.2% | +1.3% | 0.005% | |
1/24/2025 | Golden State Equity Partners | 8,152 | $1.37M | 0.3% | +49.6% | 0.000% | |
1/24/2025 | Avantra Family Wealth Inc. | 1,862 | $0.31M | 0.3% | N/A | 0.000% | |
1/24/2025 | Berry Wealth Group LP | 3,243 | $0.54M | 0.8% | +5.0% | 0.000% | |
1/24/2025 | Spire Wealth Management | 67,157 | $11.26M | 0.3% | N/A | 0.003% | |
1/24/2025 | PBMares Wealth Management LLC | 6,444 | $1.08M | 0.2% | +1.4% | 0.000% | |
1/24/2025 | Five Oceans Advisors | 2,246 | $0.38M | 0.2% | -44.6% | 0.000% | |
1/24/2025 | Journey Strategic Wealth LLC | 18,754 | $3.14M | 0.1% | +37.9% | 0.001% | |
1/24/2025 | Osborne Partners Capital Management LLC | 76,104 | $12.76M | 0.7% | -0.3% | 0.003% | |
1/24/2025 | Sylvest Advisors LLC | 3,245 | $0.54M | 0.3% | N/A | 0.000% | |
1/24/2025 | Clearview Wealth Advisors LLC | 2,449 | $0.41M | 0.3% | -7.4% | 0.000% | |
1/24/2025 | Tritonpoint Wealth LLC | 32,149 | $5.39M | 0.5% | -4.3% | 0.001% | |
1/24/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 1,423 | $0.24M | 0.0% | +8.6% | 0.000% | |
1/24/2025 | Founders Capital Management LLC | 6,560 | $1.10M | 0.2% | -1.9% | 0.000% | |
1/24/2025 | Comprehensive Financial Consultants Institutional Inc. | 9,466 | $1.59M | 0.6% | -1.3% | 0.000% | |
1/24/2025 | Tokio Marine Asset Management Co. Ltd. | 66,355 | $11.12M | 0.4% | +2.7% | 0.003% | |
1/24/2025 | Inlet Private Wealth LLC | 11,093 | $1.86M | 0.5% | -6.7% | 0.000% | |
1/24/2025 | Coerente Capital Management | 17,196 | $2.88M | 0.5% | -1.0% | 0.001% | |
1/24/2025 | Symphony Financial Ltd. Co. | 12,837 | $2.08M | 0.3% | -12.8% | 0.001% | |
1/24/2025 | Stableford Capital II LLC | 5,756 | $0.97M | 0.4% | -1.7% | 0.000% | |
1/24/2025 | Abundance Wealth Counselors | 10,647 | $1.79M | 0.4% | +2.3% | 0.000% | |
1/24/2025 | Independence Bank of Kentucky | 50,424 | $8.45M | 1.3% | +11.1% | 0.002% | |
1/24/2025 | Alpha Omega Wealth Management LLC | 14,828 | $2.49M | 0.5% | -1.9% | 0.001% | |
1/24/2025 | SeaBridge Investment Advisors LLC | 2,006 | $0.34M | 0.1% | N/A | 0.000% | |
1/24/2025 | KG&L Capital Management LLC | 107,469 | $18.01M | 5.8% | +5.2% | 0.005% | |
1/24/2025 | Dohj LLC | 8,765 | $1.47M | 0.3% | +9.2% | 0.000% | |
1/24/2025 | China Universal Asset Management Co. Ltd. | 15,516 | $2.60M | 0.2% | -52.8% | 0.001% | |
1/24/2025 | Verus Financial Partners Inc. | 2,451 | $0.39M | 0.0% | -14.0% | 0.000% | |
1/24/2025 | Concord Wealth Partners | 20,833 | $3.49M | 0.6% | -22.7% | 0.001% | |
1/24/2025 | Concord Asset Management LLC VA | 16,846 | $2.82M | 0.6% | -28.4% | 0.001% | |
1/24/2025 | Waldron Private Wealth LLC | 42,517 | $7.13M | 0.3% | +0.4% | 0.002% | |
1/24/2025 | Everett Harris & Co. CA | 56,071 | $9.40M | 0.1% | +1.1% | 0.002% | |
1/24/2025 | Clear Creek Financial Management LLC | 5,664 | $0.95M | 0.1% | +7.0% | 0.000% | |
1/24/2025 | N.E.W. Advisory Services LLC | 86,526 | $14.51M | 1.4% | -1.4% | 0.004% | |
1/23/2025 | Heck Capital Advisors LLC | 25,415 | $4.26M | 0.3% | N/A | 0.001% | |
1/23/2025 | Oxler Private Wealth LLC | 2,261 | $0.38M | 0.1% | -4.8% | 0.000% | |
1/23/2025 | TriaGen Wealth Management LLC | 4,957 | $0.83M | 0.3% | -11.0% | 0.000% | |
1/23/2025 | Austin Private Wealth LLC | 7,368 | $1.24M | 0.1% | +12.2% | 0.000% | |
1/23/2025 | Great Diamond Partners LLC | 12,917 | $2.17M | 0.6% | -1.8% | 0.001% | |
1/23/2025 | Caprock Group LLC | 62,779 | $10.53M | 0.3% | +3.3% | 0.003% | |
1/23/2025 | Turtle Creek Wealth Advisors LLC | 35,095 | $5.88M | 1.4% | +5.6% | 0.001% | |
1/23/2025 | New Wave Wealth Advisors LLC | 274 | $46K | 0.0% | N/A | 0.000% | |
1/23/2025 | Southern Capital Advisors LLC | 22,395 | $3.76M | 2.1% | +0.3% | 0.001% | |