5/2/2024 | Better Money Decisions LLC | 576 | $280K | 0.2% | N/A | 0.000% | |
5/2/2024 | Presilium Private Wealth LLC | 1,201 | $583K | 0.2% | +37.7% | 0.000% | |
5/2/2024 | Mitchell Mcleod Pugh & Williams Inc. | 3,304 | $1.60M | 0.4% | +16.1% | 0.000% | |
5/2/2024 | Crown Wealth Group LLC | 1,887 | $916K | 0.5% | +13.3% | 0.000% | |
5/2/2024 | Mckinley Capital Management LLC | 45,595 | $22.14M | 2.7% | -4.3% | 0.002% | |
5/2/2024 | Lewis Asset Management LLC | 15,398 | $7.48M | 6.2% | -9.5% | 0.001% | |
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5/2/2024 | Moloney Securities Asset Management LLC | 9,361 | $4.55M | 0.7% | -34.4% | 0.000% | |
5/2/2024 | Hunter Associates Investment Management LLC | 2,093 | $1.02M | 0.2% | +5.4% | 0.000% | |
5/2/2024 | Rockline Wealth Management LLC | 14,742 | $7.16M | 2.5% | +6.5% | 0.001% | |
5/2/2024 | Main Street Research LLC | 92,104 | $44.72M | 3.0% | +1.8% | 0.004% | |
5/2/2024 | Valley Brook Capital Group Inc. | 2,713 | $1.32M | 1.0% | +10.8% | 0.000% | |
5/2/2024 | Hollencrest Capital Management | 5,460 | $2.65M | 0.1% | -68.9% | 0.000% | |
5/2/2024 | Palisade Asset Management LLC | 110 | $53K | 0.0% | N/A | 0.000% | |
5/2/2024 | Hussman Strategic Advisors Inc. | 8,400 | $4.08M | 0.9% | -46.7% | 0.000% | |
5/2/2024 | PDS Planning Inc | 9,272 | $4.50M | 0.5% | +4.5% | 0.000% | |
5/2/2024 | Regent Peak Wealth Advisors LLC | 4,568 | $2.22M | 0.6% | -4.9% | 0.000% | |
5/2/2024 | Hanlon Investment Management Inc. | 1,692 | $822K | 0.2% | +24.3% | 0.000% | |
5/2/2024 | Fortem Financial Group LLC | 6,948 | $3.37M | 1.5% | +0.9% | 0.000% | |
5/2/2024 | Westwood Wealth Management | 24,473 | $11.88M | 5.8% | +297.9% | 0.001% | |
5/1/2024 | STF Management LP | 22,623 | $10.99M | 4.8% | -2.1% | 0.001% | |
5/1/2024 | GLOBALT Investments LLC GA | 21,605 | $10.49M | 0.4% | -3.8% | 0.001% | |
5/1/2024 | Capital Investment Counsel Inc | 10,438 | $5.07M | 0.9% | -6.7% | 0.000% | |
5/1/2024 | Tanager Wealth Management LLP | 9,784 | $4.75M | 0.8% | -27.5% | 0.000% | |
5/1/2024 | Paces Ferry Wealth Advisors LLC | 4,124 | $2.00M | 1.3% | -8.9% | 0.000% | |
5/1/2024 | Wakefield Asset Management LLLP | 7,784 | $3.78M | 1.3% | -19.2% | 0.000% | |
5/1/2024 | Schear Investment Advisers LLC | 5,342 | $2.59M | 2.1% | +25.9% | 0.000% | |
5/1/2024 | Resonant Capital Advisors LLC | 8,086 | $3.93M | 0.3% | +40.0% | 0.000% | |
5/1/2024 | Connecticut Wealth Management LLC | 3,465 | $1.68M | 0.1% | -44.3% | 0.000% | |
5/1/2024 | Blackhawk Capital Partners LLC. | 15,627 | $7.59M | 4.7% | -0.7% | 0.001% | |
5/1/2024 | KFA Private Wealth Group LLC | 1,557 | $756K | 0.2% | +12.1% | 0.000% | |
5/1/2024 | 1834 Investment Advisors Co. | 3,479 | $1.69M | 0.2% | -36.9% | 0.000% | |
5/1/2024 | Janney Montgomery Scott LLC | 407,081 | $197.67M | 0.6% | +4.5% | 0.016% | |
5/1/2024 | Fairhaven Wealth Management LLC | 484 | $235K | 0.1% | N/A | 0.000% | |
5/1/2024 | Precision Wealth Strategies LLC | 4,289 | $2.08M | 2.0% | +25.0% | 0.000% | |
5/1/2024 | Peterson Wealth Services | 1,004 | $487K | 0.2% | +4.6% | 0.000% | |
5/1/2024 | Scott & Selber Inc. | 12,600 | $6.12M | 2.1% | +0.4% | 0.000% | |
5/1/2024 | Intelligence Driven Advisers LLC | 2,579 | $1.25M | 0.2% | +6.4% | 0.000% | |
5/1/2024 | Blue Trust Inc. | 6,626 | $3.22M | 0.0% | +19.5% | 0.000% | |
5/1/2024 | Source Financial Advisors LLC | 7,415 | $3.60M | 1.1% | -4.3% | 0.000% | |
5/1/2024 | Ballast Advisors LLC | 3,661 | $1.78M | 0.6% | +3.2% | 0.000% | |
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5/1/2024 | Centric Wealth Management | 1,027 | $499K | 0.2% | +4.1% | 0.000% | |
5/1/2024 | Klingman & Associates LLC | 3,950 | $1.92M | 0.1% | +2.7% | 0.000% | |
5/1/2024 | Oak Ridge Investments LLC | 68,215 | $33.12M | 3.3% | +4.1% | 0.003% | |
5/1/2024 | Meitav Investment House Ltd. | 246,370 | $119.65M | 2.3% | -19.3% | 0.010% | |
5/1/2024 | Ascent Wealth Partners LLC | 8,544 | $4.15M | 0.6% | N/A | 0.000% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 2,564,770 | $1.25B | 2.3% | +17.7% | 0.101% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 584 | $284K | 0.0% | +31.5% | 0.000% | |
5/1/2024 | Baillie Gifford & Co. | 6,101,501 | $2.96B | 2.3% | +14.0% | 0.239% | |
5/1/2024 | Prosperity Consulting Group LLC | 6,364 | $3.09M | 0.4% | +17.8% | 0.000% | |
5/1/2024 | Avior Wealth Management LLC | 24,907 | $12.09M | 0.6% | +3.3% | 0.001% | |
5/1/2024 | Braun Stacey Associates Inc. | 144,873 | $70.35M | 2.8% | +0.8% | 0.006% | |
5/1/2024 | Retirement Group LLC | 647 | $314K | 0.1% | +19.2% | 0.000% | |
5/1/2024 | DORCHESTER WEALTH MANAGEMENT Co | 2,579 | $1.25M | 0.2% | -1.7% | 0.000% | |
5/1/2024 | Parthenon LLC | 78,635 | $38.18M | 4.8% | -0.6% | 0.003% | |
5/1/2024 | Bridgewater Advisors Inc. | 22,645 | $11.00M | 1.6% | +12.9% | 0.001% | |
5/1/2024 | Wambolt & Associates LLC | 2,749 | $1.35M | 0.4% | +6.8% | 0.000% | |
5/1/2024 | Northcape Wealth Management LLC | 606 | $294K | 0.1% | -45.2% | 0.000% | |
5/1/2024 | Flynn Zito Capital Management LLC | 2,318 | $1.13M | 0.6% | +28.8% | 0.000% | |
5/1/2024 | Smith Group Asset Management LLC | 119,480 | $58.02M | 3.3% | -11.7% | 0.005% | |
5/1/2024 | Worth Financial Advisory Group LLC | 1,713 | $832K | 0.6% | +7.5% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 108,836 | $52.85M | 0.7% | -17.1% | 0.004% | |
5/1/2024 | Lineweaver Wealth Advisors LLC | 2,651 | $1.29M | 0.3% | +9.6% | 0.000% | |
5/1/2024 | Diversify Advisory Services LLC | 46,562 | $22.88M | 1.3% | N/A | 0.002% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 8,723 | $4.24M | 1.1% | +234.1% | 0.000% | |
4/30/2024 | Private Advisor Group LLC | 109,012 | $52.93M | 0.4% | -5.0% | 0.004% | |
4/30/2024 | Consolidated Portfolio Review Corp | 7,358 | $3.57M | 0.9% | +87.2% | 0.000% | |
4/30/2024 | J.W. Cole Advisors Inc. | 27,986 | $13.60M | 0.7% | -3.0% | 0.001% | |
4/30/2024 | Vantage Investment Partners LLC | 24,899 | $12.10M | 1.1% | N/A | 0.001% | |
4/30/2024 | Granite Harbor Advisors Inc. | 6,620 | $3.22M | 2.2% | -2.8% | 0.000% | |
4/30/2024 | Retirement Systems of Alabama | 794,892 | $385.98M | 1.5% | -1.5% | 0.031% | |
4/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,594 | $1.75M | 0.3% | -4.8% | 0.000% | |
4/30/2024 | North Star Investment Management Corp. | 6,752 | $3.28M | 0.2% | +7.4% | 0.000% | |
4/30/2024 | Fairman Group LLC | 968 | $470K | 0.4% | -15.0% | 0.000% | |
4/30/2024 | Longbow Finance SA | 54,988 | $26.70M | 2.7% | N/A | 0.002% | |
4/30/2024 | Norden Group LLC | 12,293 | $5.97M | 0.4% | +172.3% | 0.000% | |
4/30/2024 | Dillon & Associates Inc. | 12,369 | $6.01M | 0.9% | +0.4% | 0.000% | |
4/30/2024 | Van ECK Associates Corp | 340,357 | $165.27M | 0.2% | +6.5% | 0.013% | |
4/30/2024 | Fortis Group Advisors LLC | 13,917 | $6.76M | 1.2% | +470.6% | 0.001% | |
4/30/2024 | SWS Partners | 5,850 | $2.84M | 0.8% | -17.1% | 0.000% | |
4/30/2024 | Saxony Capital Management LLC | 1,157 | $562K | 0.7% | +7.7% | 0.000% | |
4/30/2024 | Beam Wealth Advisors Inc. | 1,012 | $492K | 0.3% | +20.5% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 41,149 | $19.98M | 0.3% | +3.8% | 0.002% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 11,551 | $5.61M | 1.4% | +11.9% | 0.000% | |
4/30/2024 | Outfitter Financial LLC | 7,810 | $3.79M | 3.1% | -2.1% | 0.000% | |
4/30/2024 | Foundry Financial Group Inc. | 596 | $289K | 0.2% | N/A | 0.000% | |
4/30/2024 | Mitchell Sinkler & Starr PA | 3,618 | $1.76M | 0.4% | -13.0% | 0.000% | |
4/30/2024 | Valued Wealth Advisors LLC | 559 | $271K | 0.2% | +132.9% | 0.000% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 1,367 | $664K | 0.4% | -21.6% | 0.000% | |
4/30/2024 | Woodward Diversified Capital LLC | 3,547 | $1.72M | 1.1% | -8.7% | 0.000% | |
4/30/2024 | Concord Wealth Partners | 11,206 | $5.44M | 1.0% | +31.9% | 0.000% | |
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4/30/2024 | Geneva Partners LLC | 24,507 | $11.90M | 5.3% | -0.9% | 0.001% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 1,656 | $804K | 0.2% | -18.3% | 0.000% | |
4/30/2024 | University of Texas Texas AM Investment Managment Co. | 185 | $90K | 0.0% | N/A | 0.000% | |
4/30/2024 | MN Wealth Advisors LLC | 1,590 | $772K | 0.5% | -16.8% | 0.000% | |
4/30/2024 | Granite Bay Wealth Management LLC | 2,158 | $1.05M | 0.6% | -98.5% | 0.000% | |
4/30/2024 | AFT Forsyth & Company Inc. | 4,219 | $2.05M | 1.2% | -3.2% | 0.000% | |
4/30/2024 | WealthBridge Capital Management LLC | 3,691 | $1.79M | 0.6% | -1.2% | 0.000% | |
4/30/2024 | Harel Insurance Investments & Financial Services Ltd. | 24,989 | $12.13M | 0.2% | +11.6% | 0.001% | |
4/30/2024 | Delta Financial Group Inc. | 3,473 | $1.69M | 0.5% | -4.1% | 0.000% | |
4/30/2024 | Vance Wealth Inc. | 2,679 | $1.30M | 0.5% | +4.3% | 0.000% | |