5/7/2024 | Metis Global Partners LLC | 138,945 | $125.55M | 4.6% | +0.3% | 0.006% | |
5/7/2024 | Empowered Funds LLC | 71,262 | $64.39M | 1.2% | +23.0% | 0.003% | |
5/7/2024 | Defender Capital LLC. | 1,405 | $1.27M | 0.4% | +40.5% | 0.000% | |
5/7/2024 | AIA Group Ltd | 37,413 | $33.81M | 1.1% | -12.7% | 0.001% | |
5/7/2024 | Motive Wealth Advisors | 2,298 | $2.08M | 1.3% | +70.2% | 0.000% | |
5/7/2024 | Stokes Family Office LLC | 1,617 | $1.46M | 0.2% | +44.1% | 0.000% | |
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5/6/2024 | Quantbot Technologies LP | 2,355 | $2.13M | 0.1% | -69.6% | 0.000% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 120,485 | $108.87M | 0.4% | +15.7% | 0.005% | |
5/6/2024 | Empirical Finance LLC | 88,207 | $79.70M | 4.9% | +3.5% | 0.004% | |
5/6/2024 | ORG Partners LLC | 880 | $795K | 1.5% | -89.5% | 0.000% | |
5/6/2024 | CFO4Life Group LLC | 3,099 | $2.80M | 0.5% | +1.8% | 0.000% | |
5/6/2024 | OLD Second National Bank of Aurora | 14,964 | $13.52M | 3.5% | -9.9% | 0.001% | |
5/6/2024 | Concord Investment Counsel Inc. | 28,967 | $26.17M | 9.5% | N/A | 0.001% | |
5/6/2024 | Custos Family Office LLC | 362 | $327K | 0.2% | N/A | 0.000% | |
5/6/2024 | HBC Financial Services PLLC | 33 | $30K | 0.0% | N/A | 0.000% | |
5/6/2024 | SYM FINANCIAL Corp | 1,316 | $1.19M | 0.2% | -15.5% | 0.000% | |
5/6/2024 | MGB Wealth Management LLC | 6,166 | $5.57M | 2.3% | -0.6% | 0.000% | |
5/6/2024 | Davidson Capital Management Inc. | 3,986 | $3.60M | 1.2% | -18.3% | 0.000% | |
5/6/2024 | Ballast Inc. | 665 | $601K | 0.2% | +10.6% | 0.000% | |
5/6/2024 | Kades & Cheifetz LLC | 1,921 | $1.74M | 1.1% | -11.5% | 0.000% | |
5/6/2024 | Gallacher Capital Management LLC | 792 | $716K | 0.4% | -29.7% | 0.000% | |
5/6/2024 | Capital City Trust Co. FL | 11,044 | $9.98M | 2.8% | +76.9% | 0.000% | |
5/6/2024 | LCM Capital Management Inc | 5,812 | $5.25M | 3.4% | +0.8% | 0.000% | |
5/6/2024 | VitalStone Financial LLC | 2,492 | $2.25M | 1.7% | -20.0% | 0.000% | |
5/6/2024 | Advisory Services Network LLC | 116,955 | $105.68M | 2.3% | +15.6% | 0.005% | |
5/6/2024 | Staley Capital Advisers Inc. | 27,069 | $24.46M | 1.1% | +3.2% | 0.001% | |
5/6/2024 | Manchester Capital Management LLC | 10,094 | $9.12M | 1.1% | +19.0% | 0.000% | |
5/6/2024 | Mittelman Wealth Management | 544 | $492K | 0.3% | N/A | 0.000% | |
5/6/2024 | TFG Advisers LLC | 7,129 | $6.44M | 2.5% | -0.8% | 0.000% | |
5/6/2024 | Bard Financial Services Inc. | 17,660 | $15.96M | 1.7% | -10.0% | 0.001% | |
5/6/2024 | Oxbow Advisors LLC | 1,553 | $1.40M | 0.2% | -25.6% | 0.000% | |
5/6/2024 | Advisory Alpha LLC | 8,710 | $7.87M | 0.3% | +21.1% | 0.000% | |
5/6/2024 | Mitchell Capital Management Co. | 35,348 | $31.94M | 6.1% | -3.0% | 0.001% | |
5/6/2024 | DiNuzzo Private Wealth Inc. | 165 | $149K | 0.0% | +35.2% | 0.000% | |
5/6/2024 | Flossbach Von Storch AG | 16,595 | $15.00M | 0.1% | -2.8% | 0.001% | |
5/6/2024 | Advisors Capital Management LLC | 62,906 | $56.84M | 1.0% | +44.6% | 0.003% | |
5/6/2024 | Grandfield & Dodd LLC | 1,487 | $1.34M | 0.1% | -12.4% | 0.000% | |
5/6/2024 | Delaney Dennis R | 8,662 | $7.83M | 4.3% | -1.8% | 0.000% | |
5/6/2024 | Broderick Brian C | 27,658 | $24.99M | 5.3% | -5.0% | 0.001% | |
5/6/2024 | First Long Island Investors LLC | 57,654 | $52.09M | 4.3% | -17.3% | 0.002% | |
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5/6/2024 | Hemenway Trust Co LLC | 55,230 | $49.90M | 4.3% | -4.7% | 0.002% | |
5/6/2024 | Texas Permanent School Fund Corp | 510,613 | $461.37M | 3.6% | +0.1% | 0.020% | |
5/6/2024 | Lesa Sroufe & Co | 289 | $262K | 0.2% | N/A | 0.000% | |
5/6/2024 | Biechele Royce Advisors | 650 | $588K | 0.2% | -14.6% | 0.000% | |
5/4/2024 | Hemington Wealth Management | 1,655 | $1.50M | 0.5% | -35.1% | 0.000% | |
5/4/2024 | Blue Square Asset Management LLC | 3,664 | $3.31M | 2.2% | -29.5% | 0.000% | |
5/4/2024 | Financial Connections Group Inc. | 59 | $54K | 0.1% | -92.8% | 0.000% | |
5/4/2024 | Howland Capital Management LLC | 25,817 | $23.33M | 1.1% | +455.9% | 0.001% | |
5/4/2024 | SPC Financial Inc. | 979 | $885K | 0.1% | -37.0% | 0.000% | |
5/4/2024 | Disciplined Equity Management Inc. | 1,940 | $1.75M | 1.2% | -41.1% | 0.000% | |
5/4/2024 | PrairieView Partners LLC | 388 | $351K | 0.0% | +35.7% | 0.000% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 473 | $428K | 0.2% | +2.6% | 0.000% | |
5/4/2024 | Noesis Capital Mangement Corp | 572 | $517K | 0.1% | -59.5% | 0.000% | |
5/4/2024 | Vista Capital Partners Inc. | 464 | $419K | 0.1% | N/A | 0.000% | |
5/4/2024 | Geneos Wealth Management Inc. | 13,835 | $12.50M | 0.6% | +1.4% | 0.001% | |
5/4/2024 | Essex LLC | 3,884 | $3.51M | 0.8% | -51.0% | 0.000% | |
5/4/2024 | DAVENPORT & Co LLC | 153,979 | $138.82M | 0.9% | -2.4% | 0.006% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 12,885 | $11.64M | 3.4% | -19.2% | 0.001% | |
5/4/2024 | 9258 Wealth Management LLC | 41,958 | $37.91M | 5.9% | -0.1% | 0.002% | |
5/4/2024 | Valley Wealth Managers Inc. | 1,753 | $1.58M | 0.1% | +23.4% | 0.000% | |
5/4/2024 | Avalon Advisory Group | 261 | $236K | 0.1% | N/A | 0.000% | |
5/4/2024 | Team Hewins LLC | 25,784 | $23.30M | 3.2% | -6.2% | 0.001% | |
5/4/2024 | Ogorek Anthony Joseph NY ADV | 485 | $438K | 0.2% | +29.3% | 0.000% | |
5/4/2024 | Affinity Investment Advisors LLC | 1,371 | $1.24M | 0.9% | N/A | 0.000% | |
5/4/2024 | Paulson Wealth Management Inc. | 723 | $653K | 0.2% | -6.6% | 0.000% | |
5/4/2024 | Csenge Advisory Group | 24,859 | $22.46M | 1.3% | -0.9% | 0.001% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 3,926 | $3.55M | 1.9% | -3.3% | 0.000% | |
5/4/2024 | Eos Management L.P. | 4,590 | $4.15M | 1.7% | +39.0% | 0.000% | |
5/4/2024 | Richardson Financial Services Inc. | 2,217 | $2.00M | 1.4% | +18.1% | 0.000% | |
5/4/2024 | Capital Management Associates NY | 2,000 | $1.81M | 2.2% | -11.1% | 0.000% | |
5/3/2024 | Signaturefd LLC | 56,907 | $51.42M | 1.1% | +3.7% | 0.002% | |
5/3/2024 | FDx Advisors Inc. | 5,893 | $5.33M | 0.8% | -55.1% | 0.000% | |
5/3/2024 | Integris Wealth Management LLC | 306 | $276K | 0.1% | N/A | 0.000% | |
5/3/2024 | Embree Financial Group | 5,973 | $5.40M | 1.1% | +25.3% | 0.000% | |
5/3/2024 | VeraBank N.A. | 310 | $280K | 0.1% | N/A | 0.000% | |
5/3/2024 | CV Advisors LLC | 10,582 | $9.56M | 5.4% | -16.5% | 0.000% | |
5/3/2024 | STAR Financial Bank | 1,032 | $932K | 0.8% | +4.3% | 0.000% | |
5/3/2024 | Clarity Capital Partners LLC | 7,037 | $6.36M | 4.2% | +4.0% | 0.000% | |
5/3/2024 | Carson Advisory Inc. | 694 | $627K | 0.4% | -28.5% | 0.000% | |
5/3/2024 | Catalina Capital Group LLC | 8,585 | $7.76M | 3.2% | +87.4% | 0.000% | |
5/3/2024 | Southern Capital Advisors LLC | 564 | $510K | 0.3% | -84.9% | 0.000% | |
5/3/2024 | TFB Advisors LLC | 6,501 | $5.40M | 1.9% | +31.2% | 0.000% | |
5/3/2024 | Mediolanum International Funds Ltd | 362,923 | $327.54M | 5.4% | N/A | 0.015% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 15,773 | $14.25M | 2.9% | +22.4% | 0.001% | |
5/3/2024 | RIA Advisory Group LLC | 877 | $792K | 0.3% | N/A | 0.000% | |
5/3/2024 | Larson Financial Group LLC | 14,775 | $13.35M | 1.0% | +4.0% | 0.001% | |
5/3/2024 | Callan Capital LLC | 4,865 | $4.40M | 0.4% | -81.9% | 0.000% | |
5/3/2024 | MRA Advisory Group | 3,032 | $2.74M | 1.6% | -13.5% | 0.000% | |
5/3/2024 | WealthTrust Asset Management LLC | 3,634 | $3.28M | 2.5% | -4.9% | 0.000% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,996 | $1.80M | 0.2% | +11.6% | 0.000% | |
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5/3/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,116 | $1.01M | 0.3% | -19.2% | 0.000% | |
5/3/2024 | Westchester Capital Management Inc. | 314 | $284K | 0.1% | +18.9% | 0.000% | |
5/3/2024 | Rehmann Capital Advisory Group | 11,357 | $10.26M | 0.8% | -0.5% | 0.000% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 1,808,679 | $1.63B | 5.3% | -3.8% | 0.072% | |
5/3/2024 | Etfidea LLC | 545 | $493K | 0.2% | N/A | 0.000% | |
5/3/2024 | Commerce Bank | 502,975 | $454.47M | 3.0% | -3.2% | 0.020% | |
5/3/2024 | BCU Wealth Advisors LLC | 283 | $256K | 0.2% | N/A | 0.000% | |
5/3/2024 | Wellington Shields & Co. LLC | 6,858 | $6.20M | 2.1% | +12.8% | 0.000% | |
5/3/2024 | Lutz Financial Services LLC | 713 | $644K | 0.1% | +11.2% | 0.000% | |
5/3/2024 | AA Financial Advisors LLC | 2,912 | $2.63M | 1.1% | N/A | 0.000% | |