5/8/2024 | Washington Trust Advisors Inc. | 57,005 | $2.85M | 0.3% | -3.1% | 0.001% | |
5/8/2024 | QRG Capital Management Inc. | 937,484 | $46.79M | 0.6% | +0.2% | 0.023% | |
5/8/2024 | Headlands Technologies LLC | 8,457 | $422K | 0.1% | -21.4% | 0.000% | |
5/8/2024 | Legacy Capital Group California Inc. | 18,992 | $948K | 0.3% | -1.8% | 0.000% | |
5/8/2024 | New Republic Capital LLC | 12,072 | $603K | 0.4% | +2.8% | 0.000% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 213,759 | $10.67M | 0.1% | -9.6% | 0.005% | |
|
5/8/2024 | Semus Wealth Partners LLC | 8,860 | $442K | 0.4% | -3.6% | 0.000% | |
5/8/2024 | Delta Financial Advisors LLC | 7,810 | $390K | 0.2% | -5.0% | 0.000% | |
5/8/2024 | Thoroughbred Financial Services LLC | 55,159 | $2.75M | 0.3% | -38.5% | 0.001% | |
5/8/2024 | Donoghue Forlines LLC | 33,343 | $1.66M | 0.5% | +18.7% | 0.001% | |
5/7/2024 | Arnhold LLC | 433,013 | $21.61M | 2.3% | -1.2% | 0.011% | |
5/7/2024 | Meeder Advisory Services Inc. | 57,809 | $2.89M | 0.3% | -5.0% | 0.001% | |
5/7/2024 | Meeder Asset Management Inc. | 11,397 | $569K | 0.0% | -83.5% | 0.000% | |
5/7/2024 | NorthRock Partners LLC | 31,328 | $1.56M | 0.1% | +22.4% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 123,337 | $6.16M | 0.2% | +1.0% | 0.003% | |
5/7/2024 | Fiduciary Family Office LLC | 17,606 | $879K | 0.3% | +14.8% | 0.000% | |
5/7/2024 | Abbrea Capital LLC | 46,152 | $2.30M | 0.3% | -19.0% | 0.001% | |
5/7/2024 | Sei Investments Co. | 1,795,440 | $89.62M | 0.1% | +0.5% | 0.044% | |
5/7/2024 | White Lighthouse Investment Management Inc. | 6,000 | $299K | 0.1% | -6.3% | 0.000% | |
5/7/2024 | Redmond Asset Management LLC | 45,621 | $2.28M | 0.7% | -4.0% | 0.001% | |
5/7/2024 | Chilton Capital Management LLC | 17,187 | $858K | 0.0% | +1.9% | 0.000% | |
5/7/2024 | Stonebrook Private Inc. | 61,006 | $3.05M | 0.9% | +6.3% | 0.002% | |
5/7/2024 | Concurrent Investment Advisors LLC | 150,474 | $7.51M | 0.3% | -12.8% | 0.004% | |
5/7/2024 | RPG Investment Advisory LLC | 138,040 | $6.89M | 1.0% | +2.7% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 13,304 | $664K | 0.1% | +76.3% | 0.000% | |
5/7/2024 | Keudell Morrison Wealth Management | 20,078 | $1.00M | 0.3% | -2.5% | 0.000% | |
5/7/2024 | Anchor Capital Advisors LLC | 54,709 | $2.73M | 0.1% | -6.0% | 0.001% | |
5/7/2024 | Reynders McVeigh Capital Management LLC | 23,180 | $1.16M | 0.1% | -5.8% | 0.001% | |
5/7/2024 | Allegheny Financial Group LTD | 11,867 | $592K | 0.2% | -11.1% | 0.000% | |
5/7/2024 | Montag A & Associates Inc. | 133,853 | $6.68M | 0.3% | -1.4% | 0.003% | |
5/7/2024 | Redwood Wealth Management Group LLC | 10,615 | $530K | 0.6% | -18.3% | 0.000% | |
5/7/2024 | Foyston Gordon & Payne Inc | 165,165 | $8.24M | 2.0% | -17.9% | 0.004% | |
5/7/2024 | WealthPLAN Partners LLC | 7,385 | $369K | 0.0% | +3.0% | 0.000% | |
5/7/2024 | Keating Investment Counselors Inc. | 4,475 | $223K | 0.1% | -53.6% | 0.000% | |
5/7/2024 | Clifford Capital Partners LLC | 202,642 | $10.11M | 2.7% | +2.8% | 0.005% | |
5/7/2024 | BOS Asset Management LLC | 12,234 | $611K | 0.3% | -2.2% | 0.000% | |
5/7/2024 | KCM Investment Advisors LLC | 101,660 | $5.07M | 0.2% | -6.3% | 0.003% | |
5/7/2024 | Tectonic Advisors LLC | 129,601 | $6.47M | 0.5% | +11.1% | 0.003% | |
5/7/2024 | Smithfield Trust Co | 36,392 | $1.81M | 0.1% | -8.1% | 0.001% | |
5/7/2024 | Oppenheimer & Close LLC | 86,508 | $4.32M | 3.7% | -1.2% | 0.002% | |
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5/7/2024 | Swiss National Bank | 12,169,000 | $607.36M | 0.4% | -3.9% | 0.301% | |
5/7/2024 | NTV Asset Management LLC | 72,994 | $3.64M | 0.6% | -2.1% | 0.002% | |
5/7/2024 | Forsta AP Fonden | 1,181,200 | $58.95M | 0.5% | +8.4% | 0.029% | |
5/7/2024 | Highland Capital Management LLC | 197,227 | $9.84M | 0.6% | -3.8% | 0.005% | |
5/7/2024 | Illinois Municipal Retirement Fund | 591,722 | $29.53M | 0.5% | +36.8% | 0.015% | |
5/7/2024 | Zevenbergen Capital Investments LLC | 129,225 | $6.45M | 0.1% | -27.8% | 0.003% | |
5/7/2024 | Advantage Trust Co | 1,350 | $67K | 0.0% | +285.7% | 0.000% | |
5/7/2024 | Capital Wealth Planning LLC | 3,832,439 | $191.28M | 2.0% | -17.9% | 0.095% | |
5/7/2024 | Benedetti & Gucer Inc. | 7,670 | $383K | 0.2% | -28.9% | 0.000% | |
5/7/2024 | Nvwm LLC | 24,434 | $1.22M | 0.3% | +4.2% | 0.001% | |
5/7/2024 | Equity Investment Corp | 1,128,571 | $56.33M | 1.4% | +0.5% | 0.028% | |
5/7/2024 | Nelson Capital Management LLC | 120,110 | $6.00M | 1.1% | +1.9% | 0.003% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 820,951 | $40.97M | 0.6% | -9.9% | 0.020% | |
5/7/2024 | PFG Advisors | 21,311 | $1.06M | 0.1% | +3.7% | 0.001% | |
5/7/2024 | Oppenheimer & Co. Inc. | 470,140 | $23.47M | 0.4% | -8.0% | 0.012% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 7,740 | $386K | 0.0% | -13.5% | 0.000% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 278,195 | $13.89M | 0.4% | +7.8% | 0.007% | |
5/7/2024 | Brooklyn Investment Group | 12,154 | $608K | 0.3% | -2.8% | 0.000% | |
5/7/2024 | Hilltop National Bank | 20,077 | $1.00M | 0.3% | N/A | 0.000% | |
5/7/2024 | Wealthspire Advisors LLC | 70,096 | $3.50M | 0.0% | -8.5% | 0.002% | |
5/7/2024 | Retirement Planning Co of New England Inc. | 7,950 | $397K | 0.2% | -7.6% | 0.000% | |
5/7/2024 | Empowered Funds LLC | 524,666 | $26.19M | 0.5% | +25.1% | 0.013% | |
5/7/2024 | AIA Group Ltd | 1,300,151 | $64.89M | 2.1% | +25.1% | 0.032% | |
5/7/2024 | Stokes Family Office LLC | 53,018 | $2.65M | 0.3% | +6.7% | 0.001% | |
5/6/2024 | LSV Asset Management | 10,660,504 | $532.07M | 1.1% | -5.5% | 0.263% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 585,815 | $29.24M | 0.1% | +13.4% | 0.014% | |
5/6/2024 | Empirical Finance LLC | 149,733 | $7.47M | 0.5% | +3.4% | 0.004% | |
5/6/2024 | CFO4Life Group LLC | 28,589 | $1.43M | 0.3% | -4.2% | 0.001% | |
5/6/2024 | OLD Second National Bank of Aurora | 39,186 | $1.96M | 0.5% | -1.2% | 0.001% | |
5/6/2024 | Tweedy Browne Co LLC | 242,254 | $12.09M | 0.6% | -0.9% | 0.006% | |
5/6/2024 | SYM FINANCIAL Corp | 4,854 | $242K | 0.0% | -29.2% | 0.000% | |
5/6/2024 | Ballast Inc. | 22,916 | $1.14M | 0.4% | +8.9% | 0.001% | |
5/6/2024 | Capital City Trust Co. FL | 24,692 | $1.23M | 0.3% | -9.4% | 0.001% | |
5/6/2024 | Minneapolis Portfolio Management Group LLC | 467,268 | $23.32M | 3.2% | -5.1% | 0.012% | |
5/6/2024 | VitalStone Financial LLC | 1,593 | $79K | 0.1% | +84.4% | 0.000% | |
5/6/2024 | Advisory Services Network LLC | 258,983 | $12.93M | 0.3% | +13.9% | 0.006% | |
5/6/2024 | Staley Capital Advisers Inc. | 727,165 | $36.29M | 1.7% | -2.2% | 0.018% | |
5/6/2024 | Manchester Capital Management LLC | 30,218 | $1.51M | 0.2% | +10.8% | 0.001% | |
5/6/2024 | TFG Advisers LLC | 42,375 | $2.12M | 0.8% | +3.9% | 0.001% | |
5/6/2024 | Bard Financial Services Inc. | 205,500 | $10.26M | 1.1% | +0.6% | 0.005% | |
5/6/2024 | Ruedi Wealth Management Inc. | 1,454 | $73K | 0.0% | +17.6% | 0.000% | |
5/6/2024 | Oxbow Advisors LLC | 8,254 | $412K | 0.1% | +15.8% | 0.000% | |
5/6/2024 | John G Ullman & Associates Inc. | 358,678 | $17.90M | 2.7% | -2.0% | 0.009% | |
5/6/2024 | Cohen Capital Management Inc. | 218,967 | $10.93M | 1.9% | +0.7% | 0.005% | |
5/6/2024 | Broderick Brian C | 5,370 | $268K | 0.1% | -5.3% | 0.000% | |
5/6/2024 | Hemenway Trust Co LLC | 7,925 | $396K | 0.0% | -5.4% | 0.000% | |
5/6/2024 | Texas Permanent School Fund Corp | 840,027 | $41.93M | 0.3% | +0.4% | 0.021% | |
5/4/2024 | Hemington Wealth Management | 6,346 | $317K | 0.1% | +13.7% | 0.000% | |
5/4/2024 | Howland Capital Management LLC | 15,515 | $774K | 0.0% | -8.0% | 0.000% | |
5/4/2024 | SPC Financial Inc. | 58,873 | $2.94M | 0.3% | +3.6% | 0.001% | |
AI “wealth window” is closing June 25th (Ad) Today, I’m making my boldest prediction ever.
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5/4/2024 | Geneos Wealth Management Inc. | 42,373 | $2.12M | 0.1% | -3.0% | 0.001% | |
5/4/2024 | Essex LLC | 62,469 | $3.12M | 0.7% | -4.0% | 0.002% | |
5/4/2024 | 9258 Wealth Management LLC | 51,633 | $2.58M | 0.4% | +1.9% | 0.001% | |
5/4/2024 | Valley Wealth Managers Inc. | 425,545 | $21.24M | 1.6% | -1.4% | 0.011% | |
5/4/2024 | Buck Wealth Strategies LLC | 161,026 | $8.04M | 2.8% | +5.4% | 0.004% | |
5/4/2024 | Affinity Investment Advisors LLC | 16,975 | $847K | 0.6% | -44.9% | 0.000% | |
5/4/2024 | Commonwealth Retirement Investments LLC | 120,303 | $6.00M | 2.9% | -9.1% | 0.003% | |
5/4/2024 | Csenge Advisory Group | 37,582 | $1.88M | 0.1% | -15.8% | 0.001% | |
5/4/2024 | Richardson Financial Services Inc. | 1,161 | $58K | 0.0% | -65.1% | 0.000% | |
5/3/2024 | Signaturefd LLC | 104,665 | $5.22M | 0.1% | -7.8% | 0.003% | |