12/19/2024 | Independent Solutions Wealth Management LLC | 12,895 | $2.14M | 0.5% | -1.4% | 0.000% | |
12/18/2024 | IMS Capital Management | 13,708 | $2.27M | 1.0% | +1.0% | 0.000% | |
12/17/2024 | Hiley Hunt Wealth Management | 1,347 | $0.22M | 0.1% | -9.5% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 2,770 | $0.46M | 0.2% | -24.1% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 2,643,889 | $438.49M | 1.4% | -12.8% | 0.022% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 170,397 | $28.26M | 0.8% | -14.1% | 0.001% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 8,625 | $1.43M | 0.5% | +1.5% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 47,077 | $7.81M | 2.9% | +12.1% | 0.000% | |
12/11/2024 | 1ST Source Bank | 103,624 | $17.19M | 1.0% | -1.5% | 0.001% | |
12/11/2024 | Alternative Investment Advisors LLC. | 11,063 | $1.84M | 1.0% | +3.4% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 17,621 | $2.92M | 0.8% | +8.7% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 12,936 | $2.15M | 0.6% | +24.3% | 0.000% | |
12/9/2024 | FFG Partners LLC | 77,642 | $12.88M | 4.5% | +1.6% | 0.001% | |
12/6/2024 | Logan Capital Management Inc. | 151,131 | $25.07M | 1.0% | -1.9% | 0.001% | |
12/6/2024 | Retirement Systems of Alabama | 2,047,211 | $339.53M | 1.3% | -4.9% | 0.017% | |
12/3/2024 | Oddo BHF Asset Management Sas | 217,577 | $36.09M | 1.8% | N/A | 0.002% | |
12/3/2024 | Garde Capital Inc. | 53,440 | $8.86M | 0.6% | +1.2% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 1,472 | $0.24M | 0.1% | N/A | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 4,718 | $0.78M | 0.2% | -27.0% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 3,387 | $0.56M | 0.2% | -37.0% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,763 | $0.46M | 0.0% | +15.3% | 0.000% | |
11/29/2024 | American Trust | 24,429 | $4.05M | 0.3% | +156.0% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 23,168,200 | $3.82B | 1.1% | -1.2% | 0.189% | |
11/26/2024 | Decatur Capital Management Inc. | 83,021 | $13.77M | 6.3% | +0.1% | 0.001% | |
11/26/2024 | Asset Advisors Investment Management LLC | 126,306 | $20.95M | 2.2% | +1.3% | 0.001% | |
11/26/2024 | Peapack Gladstone Financial Corp | 833,248 | $138.20M | 2.0% | -0.8% | 0.007% | |
11/25/2024 | Synovus Financial Corp | 362,616 | $60.14M | 0.7% | -4.2% | 0.003% | |
11/25/2024 | Castellan Group | 4,990 | $0.83M | 0.3% | -5.7% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 31,853 | $5.28M | 1.6% | -3.5% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 236,632 | $39.25M | 0.7% | +226.7% | 0.002% | |
11/25/2024 | Arvest Bank Trust Division | 40,237 | $6.67M | 0.4% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 19,224 | $3.19M | 0.3% | -4.1% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 181,209 | $30.05M | 0.7% | +290.2% | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 923,329 | $152.13M | 1.0% | +13.1% | 0.008% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 86,509 | $14.35M | 0.9% | -1.1% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 476,053 | $78.95M | 2.5% | -7.9% | 0.004% | |
11/22/2024 | Boyar Asset Management Inc. | 9,880 | $1.64M | 1.1% | +2.3% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 24,704 | $4.10M | 1.7% | N/A | 0.000% | |
11/22/2024 | Saratoga Research & Investment Management | 932,640 | $154.68M | 6.8% | -3.3% | 0.008% | |
11/22/2024 | Fulcrum Equity Management | 2,924 | $0.49M | 0.4% | +42.1% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 99,520 | $16.51M | 1.6% | +5.6% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 1,305 | $0.22M | 0.1% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 48,254 | $8M | 3.9% | -6.2% | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 137,669 | $22.70M | 4.0% | +19.2% | 0.001% | |
11/21/2024 | SkyView Investment Advisors LLC | 2,306 | $0.38M | 0.1% | +6.0% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 83,368 | $13.83M | 3.0% | -5.9% | 0.001% | |
11/20/2024 | Diamant Asset Management Inc. | 41,004 | $6.80M | 4.3% | -0.2% | 0.000% | |
11/20/2024 | SOA Wealth Advisors LLC. | 37,379 | $6.20M | 1.2% | +0.5% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 42,560 | $7.08M | 1.5% | -0.5% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 1,179,655 | $195.65M | 10.8% | -22.5% | 0.010% | |
11/20/2024 | Bard Financial Services Inc. | 57,980 | $9.62M | 1.1% | -10.6% | 0.000% | |
11/20/2024 | Passumpsic Savings Bank | 4,700 | $0.78M | 0.5% | +38.0% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 9,867 | $1.64M | 0.2% | -5.6% | 0.000% | |
11/19/2024 | Invst LLC | 25,475 | $4.23M | 0.5% | -3.5% | 0.000% | |
11/19/2024 | Citizens Business Bank | 58,513 | $9.70M | 2.0% | -1.4% | 0.000% | |
11/19/2024 | Discipline Wealth Solutions LLC | 3,798 | $0.63M | 0.3% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 1,115,331 | $184.98M | 0.6% | -0.6% | 0.009% | |
11/19/2024 | Unigestion Holding SA | 92,199 | $15.29M | 0.7% | +550.1% | 0.001% | |
11/19/2024 | Second Line Capital LLC | 5,206 | $0.86M | 0.2% | -72.0% | 0.000% | |
11/19/2024 | TCW Group Inc. | 420,437 | $69.73M | 0.6% | +0.1% | 0.003% | |
11/19/2024 | Hohimer Wealth Management LLC | 43,897 | $7.28M | 1.6% | +25.3% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 86,135 | $14.29M | 1.4% | +18.8% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 31,412 | $5.22M | 0.3% | -4.3% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 111,705 | $18.53M | 0.5% | -5.7% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 14,185 | $2.35M | 0.5% | -8.4% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 17,080 | $2.83M | 1.2% | +93.3% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 54,024 | $8.96M | 0.7% | N/A | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 1,242,497 | $206.07M | 1.8% | -3.8% | 0.010% | |
11/18/2024 | Toronto Dominion Bank | 3,966,227 | $657.80M | 1.2% | -6.0% | 0.032% | |
11/18/2024 | Empire Financial Management Company LLC | 20,186 | $3.35M | 1.0% | -27.6% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 8,240 | $1.37M | 0.7% | -91.6% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 133,823 | $22.39M | 0.5% | +16.6% | 0.001% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 27,321 | $4.53M | 2.2% | +44.6% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 4,856 | $0.81M | 0.8% | +10.6% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 32,539 | $5.40M | 1.3% | +3.2% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 9,828 | $1.63M | 0.8% | -0.9% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 5,140 | $0.90M | 1.3% | -23.6% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 15,189 | $2.52M | 1.6% | -4.7% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 99,345 | $16.48M | 2.9% | -1.2% | 0.001% | |
11/18/2024 | Menlo Advisors LLC | 65,870 | $10.92M | 5.6% | -0.8% | 0.001% | |
11/18/2024 | First Dallas Securities Inc. | 5,046 | $0.84M | 0.3% | +44.7% | 0.000% | |
11/18/2024 | Ashford Capital Management Inc. | 13,920 | $2.31M | 0.3% | -3.2% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 134,030,679 | $22.15B | 1.8% | +2.0% | 1.095% | |
11/15/2024 | Foyston Gordon & Payne Inc | 100,332 | $16.64M | 4.2% | -8.5% | 0.001% | |
11/15/2024 | MidWestOne Financial Group Inc. | 19,794 | $3.28M | 0.5% | -6.7% | 0.000% | |
11/15/2024 | Insight Inv LLC | 16,700 | $2.77M | 2.3% | +2.1% | 0.000% | |
11/15/2024 | Goodman Advisory Group LLC | 43,064 | $7.14M | 2.0% | +2.0% | 0.000% | |
11/15/2024 | Valued Retirements Inc. | 2,620 | $0.44M | 0.6% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 12,532 | $2.08M | 0.7% | +118.9% | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 85,291 | $14.15M | 4.3% | -3.0% | 0.001% | |
11/15/2024 | Clarity Asset Management Inc. | 340 | $56K | 0.0% | -52.5% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 37,521 | $6.22M | 1.3% | -11.8% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 29,706 | $4.93M | 1.8% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 117,651 | $19.51M | 0.6% | +0.7% | 0.001% | |
11/15/2024 | Conway Capital Management Inc. | 26,205 | $4.35M | 2.1% | N/A | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 77,319 | $12.82M | 1.7% | +1.7% | 0.001% | |
11/15/2024 | Executive Wealth Management LLC | 48,734 | $8.08M | 0.6% | +13.8% | 0.000% | |
11/15/2024 | Abel Hall LLC | 5,694 | $0.94M | 0.6% | +2.5% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 7,905 | $1.31M | 1.0% | N/A | 0.000% | |
11/15/2024 | Raelipskie Partnership | 14,873 | $2.47M | 1.2% | +9.4% | 0.000% | |