5/13/2024 | Alerus Financial NA | 48,341 | $13.49M | 1.0% | -2.8% | 0.003% | |
5/13/2024 | Rockport Wealth LLC | 3,537 | $0.99M | 0.3% | N/A | 0.000% | |
5/13/2024 | PAX Financial Group LLC | 3,169 | $0.88M | 0.2% | -3.8% | 0.000% | |
5/13/2024 | Penobscot Investment Management Company Inc. | 70,696 | $19.73M | 2.1% | +1.4% | 0.004% | |
5/11/2024 | Brogan Financial Inc. | 823 | $0.23M | 0.2% | N/A | 0.000% | |
5/11/2024 | Bahl & Gaynor Inc. | 37,685 | $10.52M | 0.1% | +1.3% | 0.002% | |
5/11/2024 | MAS Advisors LLC | 747 | $0.21M | 0.2% | N/A | 0.000% | |
5/11/2024 | Lcnb Corp | 1,023 | $0.29M | 0.1% | -20.2% | 0.000% | |
5/11/2024 | Davis R M Inc. | 278,011 | $77.59M | 1.6% | +0.1% | 0.015% | |
5/11/2024 | Resurgent Financial Advisors LLC | 5,950 | $1.66M | 0.9% | +153.2% | 0.000% | |
5/11/2024 | Covestor Ltd | 1,563 | $0.44M | 0.3% | +12.9% | 0.000% | |
5/11/2024 | Elevatus Welath Management | 15,321 | $4.28M | 1.7% | +6.2% | 0.001% | |
5/11/2024 | Beaumont Financial Advisors LLC | 70,154 | $19.58M | 1.6% | +0.3% | 0.004% | |
5/11/2024 | Exencial Wealth Advisors LLC | 97,102 | $27.10M | 1.0% | +1.0% | 0.005% | |
5/11/2024 | Cynosure Group LLC | 3,083 | $0.86M | 0.2% | -87.6% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 2,166 | $0.60M | 0.0% | +3.5% | 0.000% | |
5/11/2024 | NWK Group Inc. | 35,765 | $9.98M | 4.7% | +2.6% | 0.002% | |
5/11/2024 | Catalytic Wealth RIA LLC | 15,209 | $4.25M | 0.8% | +33.2% | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 16,645 | $4.65M | 0.4% | -51.5% | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 7,764 | $2.17M | 0.1% | -36.0% | 0.000% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 2,024 | $0.57M | 0.0% | +36.5% | 0.000% | |
5/11/2024 | Nicola Wealth Management LTD. | 96,000 | $26.79M | 3.0% | -9.4% | 0.005% | |
5/11/2024 | Cercano Management LLC | 258,188 | $72.06M | 2.0% | +20.6% | 0.014% | |
5/11/2024 | Patten & Patten Inc. TN | 111,263 | $31.05M | 2.2% | +1.6% | 0.006% | |
5/10/2024 | Ontario Teachers Pension Plan Board | 8,954 | $2.50M | 0.0% | N/A | 0.000% | |
5/10/2024 | Osaic Holdings Inc. | 603,466 | $168.48M | 0.4% | -26.4% | 0.033% | |
5/10/2024 | Blue Barn Wealth LLC | 2,773 | $0.77M | 0.4% | +22.2% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 53,333 | $14.88M | 1.6% | -4.6% | 0.003% | |
5/10/2024 | Acadian Asset Management LLC | 24,522 | $6.84M | 0.0% | -38.3% | 0.001% | |
5/10/2024 | Bristol Gate Capital Partners Inc. | 335,087 | $93.52M | 4.4% | -0.2% | 0.018% | |
5/10/2024 | South Street Advisors LLC | 72,955 | $20.36M | 3.2% | -3.9% | 0.004% | |
5/10/2024 | Capital Management Corp VA | 35,247 | $9.84M | 1.9% | -9.7% | 0.002% | |
5/10/2024 | Fiducient Advisors LLC | 5,789 | $1.62M | 0.3% | N/A | 0.000% | |
5/10/2024 | TIAA Trust National Association | 192,260 | $53.66M | 0.2% | -13.2% | 0.011% | |
5/10/2024 | Vanguard Group Inc. | 142,202,830 | $39.69B | 0.8% | +0.6% | 7.775% | |
5/10/2024 | Alera Investment Advisors LLC | 4,942 | $1.38M | 0.2% | -11.1% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 90,000 | $25.12M | 1.0% | -5.8% | 0.005% | |
5/10/2024 | Viawealth LLC | 725 | $0.20M | 0.1% | N/A | 0.000% | |
5/10/2024 | Spirepoint Private Client LLC | 30,415 | $8.49M | 1.3% | N/A | 0.002% | |
5/10/2024 | Westfield Capital Management Co. LP | 1,019,994 | $284.66M | 1.5% | -6.1% | 0.056% | |
5/10/2024 | Intech Investment Management LLC | 74,458 | $20.78M | 0.3% | +24.1% | 0.004% | |
5/10/2024 | Cooper Haims Advisors LLC | 1,302 | $0.36M | 0.2% | +5.8% | 0.000% | |
5/10/2024 | Clearstead Trust LLC | 23,279 | $6.50M | 1.7% | -13.6% | 0.001% | |
5/10/2024 | Nicolet Advisory Services LLC | 5,297 | $1.47M | 0.1% | +7.6% | 0.000% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 1,313,735 | $366.48M | 0.8% | -5.6% | 0.072% | |
5/10/2024 | Jupiter Asset Management Ltd. | 681,211 | $190.11M | 1.8% | -2.1% | 0.037% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 13,075 | $3.65M | 0.5% | -1.0% | 0.001% | |
5/10/2024 | Te Ahumairangi Investment Management Ltd | 35,890 | $10.02M | 1.7% | -0.7% | 0.002% | |
5/10/2024 | Tiff Advisory Services LLC | 24,113 | $6.73M | 3.0% | +5.4% | 0.001% | |
5/10/2024 | Towercrest Capital Management | 2,426 | $0.68M | 0.1% | +2.1% | 0.000% | |
5/10/2024 | First Foundation Advisors | 18,887 | $5.27M | 0.2% | -8.5% | 0.001% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 778 | $0.22M | 0.1% | -90.2% | 0.000% | |
5/10/2024 | M&G Plc | 1,174,909 | $327.80M | 2.0% | N/A | 0.064% | |
5/10/2024 | Homestead Advisers Corp | 294,874 | $82.29M | 1.9% | -12.7% | 0.016% | |
5/10/2024 | Banco Santander S.A. | 196,783 | $54.92M | 0.7% | -7.6% | 0.011% | |
5/10/2024 | CCLA Investment Management | 566,283 | $158.22M | 2.4% | +1.4% | 0.031% | |
5/10/2024 | Tocqueville Asset Management L.P. | 89,358 | $24.94M | 0.4% | -1.5% | 0.005% | |
5/10/2024 | J.Safra Asset Management Corp | 1,227 | $0.34M | 0.0% | +26.0% | 0.000% | |
5/10/2024 | Motco | 36,778 | $10.26M | 0.6% | -0.3% | 0.002% | |
5/10/2024 | Truepoint Inc. | 1,864 | $0.52M | 0.0% | -63.8% | 0.000% | |
5/10/2024 | J. L. Bainbridge & Co. Inc. | 720 | $0.20M | 0.0% | N/A | 0.000% | |
5/10/2024 | TCTC Holdings LLC | 28,231 | $7.88M | 0.3% | +1.1% | 0.002% | |
5/10/2024 | 1ST Source Bank | 13,537 | $3.78M | 0.2% | -0.7% | 0.001% | |
5/10/2024 | Cumberland Partners Ltd | 152,709 | $42.62M | 3.1% | -0.1% | 0.008% | |
5/10/2024 | Lindenwold Advisors INC | 5,397 | $1.51M | 0.8% | -3.2% | 0.000% | |
5/10/2024 | Taylor Hoffman Wealth Management | 745 | $0.21M | 0.1% | N/A | 0.000% | |
5/10/2024 | GM Advisory Group LLC | 11,287 | $3.15M | 0.2% | +2.9% | 0.001% | |
5/10/2024 | Nwam LLC | 10,161 | $2.81M | 0.2% | -6.6% | 0.001% | |
5/10/2024 | Anthracite Investment Company Inc. | 6,000 | $1.67M | 0.6% | N/A | 0.000% | |
5/10/2024 | Banco BTG Pactual S.A. | 4,469 | $1.25M | 0.2% | -54.6% | 0.000% | |
5/10/2024 | Gratus Wealth Advisors LLC | 3,828 | $1.04M | 0.2% | -3.0% | 0.000% | |
5/9/2024 | Forum Financial Management LP | 12,406 | $3.46M | 0.1% | -0.5% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 3,375 | $0.94M | 0.4% | -14.4% | 0.000% | |
5/9/2024 | Barden Capital Management Inc. | 6,680 | $1.86M | 1.8% | -20.3% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 42,566 | $11.88M | 1.8% | +2.9% | 0.002% | |
5/9/2024 | Delos Wealth Advisors LLC | 267 | $75K | 0.1% | +71.2% | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 51,736 | $14.44M | 1.0% | -0.3% | 0.003% | |
5/9/2024 | Brighton Jones LLC | 13,850 | $3.87M | 0.1% | +5.4% | 0.001% | |
5/9/2024 | Trillium Asset Management LLC | 125,676 | $35.07M | 0.9% | +22.5% | 0.007% | |
5/9/2024 | ProVise Management Group LLC | 52,851 | $14.75M | 1.3% | +2.6% | 0.003% | |
5/9/2024 | Leo Wealth LLC | 7,431 | $2.07M | 0.2% | +30.4% | 0.000% | |
5/9/2024 | Private Portfolio Partners LLC | 4,353 | $1.22M | 0.3% | -2.0% | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 193,810 | $54.09M | 0.6% | -3.4% | 0.011% | |
5/9/2024 | Wilkins Investment Counsel Inc. | 6,702 | $1.87M | 0.3% | -10.7% | 0.000% | |
5/9/2024 | Blair William & Co. IL | 2,193,399 | $612.13M | 1.9% | +0.0% | 0.120% | |
5/9/2024 | Lord Abbett & CO. LLC | 221,515 | $61.82M | 0.2% | -1.9% | 0.012% | |
5/9/2024 | Renasant Bank | 6,703 | $1.87M | 1.3% | +7.5% | 0.000% | |
5/9/2024 | HBK Sorce Advisory LLC | 25,283 | $7.06M | 0.2% | +4.5% | 0.001% | |
5/9/2024 | Midwest Professional Planners LTD. | 9,086 | $2.54M | 0.9% | +19.4% | 0.000% | |
5/9/2024 | Zevin Asset Management LLC | 99,704 | $27.83M | 4.6% | -2.9% | 0.005% | |
5/9/2024 | Kingsview Wealth Management LLC | 110,480 | $30.83M | 0.8% | +7.4% | 0.006% | |
5/9/2024 | Condor Capital Management | 26,237 | $7.32M | 0.7% | -1.6% | 0.001% | |
5/9/2024 | Zega Financial LLC | 5,272 | $1.47M | 0.5% | -3.0% | 0.000% | |
5/9/2024 | JBR Co Financial Management Inc | 1,583 | $0.44M | 0.4% | +3.7% | 0.000% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 3,928 | $1.10M | 0.0% | +25.6% | 0.000% | |
5/9/2024 | Delta Investment Management LLC | 7,260 | $2.03M | 0.5% | -1.8% | 0.000% | |
5/9/2024 | Ledyard National Bank | 46,717 | $13.04M | 1.3% | -1.5% | 0.003% | |
5/9/2024 | TBH Global Asset Management LLC | 14,144 | $3.95M | 0.8% | +27.2% | 0.001% | |
5/9/2024 | D Orazio & Associates Inc. | 5,886 | $1.64M | 0.3% | +1.4% | 0.000% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 962 | $0.27M | 0.0% | +5.7% | 0.000% | |