12/19/2024 | Independent Solutions Wealth Management LLC | 33,025 | $6.15M | 1.4% | -1.3% | 0.000% | |
12/18/2024 | IMS Capital Management | 48,008 | $8.95M | 4.0% | +2.3% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 4,300 | $0.80M | 0.5% | +10.8% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 7,317 | $1.36M | 0.5% | +41.1% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 1,450,042 | $270.19M | 0.8% | -32.4% | 0.014% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 405,060 | $74.76M | 2.1% | -15.8% | 0.004% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 3,598 | $0.67M | 0.3% | -3.3% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 12,922 | $2.41M | 0.9% | +75.7% | 0.000% | |
12/11/2024 | 1ST Source Bank | 88,922 | $16.57M | 0.9% | -0.3% | 0.001% | |
12/11/2024 | Alternative Investment Advisors LLC. | 10,164 | $1.89M | 1.0% | +2.2% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 25,410 | $4.74M | 1.3% | +4.3% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 3,786 | $0.71M | 0.6% | N/A | 0.000% | |
12/9/2024 | Milestone Resources Group Ltd | 1,183,916 | $220.60M | 7.7% | +31.9% | 0.011% | |
12/9/2024 | FFG Partners LLC | 61,275 | $11.42M | 4.0% | +0.3% | 0.001% | |
12/6/2024 | Logan Capital Management Inc. | 381,860 | $71.15M | 2.9% | -1.4% | 0.004% | |
12/6/2024 | Retirement Systems of Alabama | 3,709,868 | $691.26M | 2.6% | -0.1% | 0.035% | |
12/4/2024 | Dantai Capital Ltd | 30,415 | $5.67M | 7.2% | +10.6% | 0.000% | |
12/3/2024 | Garde Capital Inc. | 111,690 | $20.81M | 1.4% | -2.9% | 0.001% | |
12/3/2024 | Denver PWM LLC | 1,398 | $0.26M | 0.1% | -28.3% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 1,285 | $0.24M | 0.1% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 327,145 | $60.96M | 6.8% | N/A | 0.003% | |
12/2/2024 | Capasso Planning Partners LLC | 10,644 | $1.98M | 0.6% | -19.3% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 17,405 | $3.24M | 0.9% | +13.4% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 4,038 | $0.75M | 0.1% | -26.7% | 0.000% | |
11/29/2024 | American Trust | 34,722 | $6.47M | 0.5% | -3.8% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 47,156,540 | $8.84B | 2.5% | +0.5% | 0.448% | |
11/26/2024 | Decatur Capital Management Inc. | 61,766 | $11.51M | 5.3% | +0.1% | 0.001% | |
11/26/2024 | Asset Advisors Investment Management LLC | 116,869 | $21.78M | 2.3% | +1.3% | 0.001% | |
11/26/2024 | Tri Ri Asset Management Corp | 52,706 | $9.82M | 5.0% | N/A | 0.001% | |
11/26/2024 | Peapack Gladstone Financial Corp | 535,535 | $99.79M | 1.4% | -0.1% | 0.005% | |
11/25/2024 | Synovus Financial Corp | 406,242 | $75.70M | 0.9% | -1.2% | 0.004% | |
11/25/2024 | Optimist Retirement Group LLC | 47,990 | $8.94M | 4.0% | N/A | 0.000% | |
11/25/2024 | Blankinship & Foster LLC | 6,930 | $1.29M | 0.2% | +216.4% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 26,879 | $5.01M | 1.5% | -3.4% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 298,678 | $55.65M | 1.0% | +61.8% | 0.003% | |
11/25/2024 | Arvest Bank Trust Division | 16,830 | $3.14M | 0.2% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 95,460 | $17.79M | 1.4% | -3.0% | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 214,305 | $39.93M | 1.0% | +118.7% | 0.002% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 386,165 | $71.95M | 2.3% | -0.8% | 0.004% | |
11/22/2024 | Capstone Capital LLC | 1,424 | $0.27M | 0.2% | +16.2% | 0.000% | |
11/22/2024 | Sculati Wealth Management LLC | 37,930 | $6.84M | 2.8% | +0.3% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 21,130 | $3.94M | 1.6% | N/A | 0.000% | |
11/22/2024 | Fulcrum Equity Management | 2,605 | $0.49M | 0.4% | -32.7% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 66,237 | $12.34M | 1.2% | +4.7% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 3,863 | $0.72M | 0.4% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 11,580 | $2.16M | 1.1% | -2.9% | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 27,897 | $5.17M | 0.9% | +88.4% | 0.000% | |
11/21/2024 | Wealthquest Corp | 14,556 | $2.70M | 0.2% | +4.2% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 16,217 | $3.02M | 0.5% | +1.3% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 84,088 | $15.67M | 3.4% | -2.0% | 0.001% | |
11/20/2024 | Westside Investment Management Inc. | 54,073 | $10.05M | 2.1% | +1.2% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 62,791 | $11.70M | 0.6% | -17.7% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 55,215 | $10.29M | 1.2% | -5.4% | 0.001% | |
11/20/2024 | Passumpsic Savings Bank | 21,858 | $4.07M | 2.7% | -2.2% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 17,008 | $3.17M | 0.4% | -7.5% | 0.000% | |
11/19/2024 | Invst LLC | 25,543 | $4.76M | 0.6% | -15.3% | 0.000% | |
11/19/2024 | Citizens Business Bank | 43,655 | $8.13M | 1.7% | -0.9% | 0.000% | |
11/19/2024 | M&T Bank Corp | 2,420,354 | $450.99M | 1.5% | -4.0% | 0.023% | |
11/19/2024 | Unigestion Holding SA | 19,784 | $3.69M | 0.2% | +17.4% | 0.000% | |
11/19/2024 | Second Line Capital LLC | 20,523 | $3.82M | 1.0% | +141.1% | 0.000% | |
11/19/2024 | TCW Group Inc. | 2,358,623 | $439.48M | 3.8% | +2.0% | 0.022% | |
11/19/2024 | Hohimer Wealth Management LLC | 37,417 | $6.97M | 1.5% | +0.5% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 122,716 | $22.87M | 2.2% | +2.1% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 62,676 | $11.69M | 0.8% | +2.1% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 144,339 | $26.90M | 0.8% | +5.7% | 0.001% | |
11/18/2024 | Hobbs Group Advisors LLC | 7,624 | $1.42M | 0.5% | -1.3% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 20,806 | $3.88M | 0.8% | -8.3% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 19,550 | $3.64M | 1.5% | +29.1% | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 1,729,676 | $322.29M | 2.8% | -2.2% | 0.016% | |
11/18/2024 | Asset Allocation Strategies LLC | 3,491 | $0.65M | 0.2% | +2.2% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 91,571 | $17.06M | 1.7% | +13.4% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 5,005,385 | $932.65M | 1.6% | +6.1% | 0.048% | |
11/18/2024 | Continental Investors Services Inc. | 3,839 | $0.71M | 1.5% | -10.2% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 28,801 | $5.37M | 1.7% | -14.4% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 43,790 | $8.16M | 2.9% | -47.6% | 0.000% | |
11/18/2024 | Neo Ivy Capital Management | 21,022 | $3.92M | 1.3% | -38.9% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 127,714 | $23.80M | 11.7% | -0.6% | 0.001% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 6,210 | $1.16M | 0.8% | -1.7% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 24,922 | $4.64M | 1.9% | +1.0% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 361,907 | $68.27M | 1.5% | +9.1% | 0.003% | |
11/18/2024 | Twin Lakes Capital Management LLC | 16,755 | $3.12M | 1.7% | -0.4% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 45,942 | $8.56M | 4.2% | -2.2% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 42,293 | $7.88M | 7.5% | +0.1% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 43,933 | $8.19M | 1.9% | -1.9% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 31,509 | $5.87M | 2.8% | +2.4% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 4,399 | $0.82M | 1.2% | +9.7% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 1,480 | $0.28M | 0.2% | -43.1% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 189,727 | $35.35M | 6.3% | -0.5% | 0.002% | |
11/18/2024 | First Dallas Securities Inc. | 28,238 | $5.26M | 2.2% | +12.5% | 0.000% | |
11/18/2024 | JDM Financial Group LLC | 2,224 | $0.41M | 0.2% | +5.0% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 199,915,046 | $37.12B | 3.0% | +3.4% | 1.901% | |
11/15/2024 | MidWestOne Financial Group Inc. | 21,337 | $3.98M | 0.5% | -1.7% | 0.000% | |
11/15/2024 | Insight Inv LLC | 16,790 | $3.13M | 2.6% | -0.7% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 112,410 | $20.95M | 1.7% | +9.6% | 0.001% | |
11/15/2024 | Valued Retirements Inc. | 4,605 | $0.86M | 1.2% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 16,338 | $3.04M | 1.1% | +0.4% | 0.000% | |
11/15/2024 | Disciplined Growth Investors Inc. MN | 1,260 | $0.24M | 0.0% | N/A | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 29,957 | $5.58M | 1.7% | +10.4% | 0.000% | |
11/15/2024 | Clarity Asset Management Inc. | 750 | $0.14M | 0.1% | +150.0% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 22,119 | $4.12M | 0.9% | -0.7% | 0.000% | |