12/19/2024 | Independent Solutions Wealth Management LLC | 20,817 | $18.45M | 4.2% | +2.5% | 0.005% | |
12/18/2024 | IMS Capital Management | 3,816 | $3.38M | 1.5% | +0.6% | 0.001% | |
12/17/2024 | Hiley Hunt Wealth Management | 673 | $0.60M | 0.3% | -17.5% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 631 | $0.56M | 0.2% | -21.4% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 213,972 | $189.69M | 0.6% | -13.3% | 0.048% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 23,734 | $20.94M | 0.6% | -12.8% | 0.005% | |
12/12/2024 | Legacy Wealth Management LLC MS | 4,033 | $3.58M | 1.3% | +2.7% | 0.001% | |
12/11/2024 | 1ST Source Bank | 12,184 | $10.80M | 0.6% | -0.2% | 0.003% | |
12/10/2024 | DGS Capital Management LLC | 756 | $0.67M | 0.2% | +12.8% | 0.000% | |
12/9/2024 | FFG Partners LLC | 23,814 | $21.11M | 7.3% | +0.5% | 0.005% | |
12/6/2024 | Logan Capital Management Inc. | 2,858 | $2.53M | 0.1% | -2.1% | 0.001% | |
12/6/2024 | Retirement Systems of Alabama | 145,811 | $129.26M | 0.5% | -15.1% | 0.033% | |
12/3/2024 | Oddo BHF Asset Management Sas | 10,760 | $9.54M | 0.5% | N/A | 0.002% | |
12/3/2024 | Garde Capital Inc. | 3,954 | $3.51M | 0.2% | +4.3% | 0.001% | |
12/2/2024 | Inspire Trust Co. N.A. | 2,700 | $2.39M | 0.7% | +12.8% | 0.001% | |
11/29/2024 | American Trust | 7,808 | $6.92M | 0.6% | -12.2% | 0.002% | |
11/29/2024 | Old North State Trust LLC | 2,299 | $2.04M | 1.7% | +1.1% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 988,380 | $879.42M | 0.2% | -1.3% | 0.223% | |
11/26/2024 | Asset Advisors Investment Management LLC | 56,178 | $49.80M | 5.2% | -1.9% | 0.013% | |
11/26/2024 | Peapack Gladstone Financial Corp | 93,486 | $82.88M | 1.2% | -3.0% | 0.021% | |
11/25/2024 | Synovus Financial Corp | 37,093 | $32.89M | 0.4% | -1.2% | 0.008% | |
11/25/2024 | Tidal Investments LLC | 25,231 | $22.37M | 0.2% | +30.2% | 0.006% | |
11/25/2024 | Blankinship & Foster LLC | 18,258 | $16.19M | 2.7% | +5,552.6% | 0.004% | |
11/25/2024 | Cim Investment Management Inc. | 2,696 | $2.39M | 0.7% | -2.7% | 0.001% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 10,459 | $9.27M | 0.2% | +214.7% | 0.002% | |
11/25/2024 | Arvest Bank Trust Division | 433 | $0.38M | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 12,008 | $10.65M | 0.3% | +14.3% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 119,942 | $115.63M | 0.7% | +15.3% | 0.027% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 7,390 | $6.55M | 0.4% | -6.7% | 0.002% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 54,046 | $47.91M | 1.5% | -4.7% | 0.012% | |
11/22/2024 | Sculati Wealth Management LLC | 3,649 | $3.24M | 1.3% | +0.3% | 0.001% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 244 | $0.22M | 0.1% | N/A | 0.000% | |
11/22/2024 | Fulcrum Equity Management | 633 | $0.56M | 0.5% | +76.8% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 7,996 | $7.09M | 0.7% | +2.0% | 0.002% | |
11/21/2024 | Chelsea Counsel Co. | 8,907 | $7.90M | 3.9% | -8.9% | 0.002% | |
11/21/2024 | Wealthquest Corp | 331 | $0.29M | 0.0% | -44.6% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 7,481 | $6.63M | 1.4% | +20.1% | 0.002% | |
11/20/2024 | Diamant Asset Management Inc. | 8,405 | $7.45M | 4.7% | -0.4% | 0.002% | |
11/20/2024 | Virtu Financial LLC | 4,400 | $3.90M | 0.2% | -13.9% | 0.001% | |
11/20/2024 | Advisory Resource Group | 1,244 | $1.10M | 0.2% | -5.3% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 7,610 | $6.75M | 0.8% | -1.6% | 0.002% | |
11/20/2024 | Passumpsic Savings Bank | 2,387 | $2.12M | 1.4% | -0.7% | 0.001% | |
11/19/2024 | McIlrath & Eck LLC | 6,429 | $5.70M | 0.7% | -1.1% | 0.001% | |
11/19/2024 | Invst LLC | 3,546 | $3.14M | 0.4% | -1.0% | 0.001% | |
11/19/2024 | Citizens Business Bank | 623 | $0.55M | 0.1% | -7.4% | 0.000% | |
11/19/2024 | M&T Bank Corp | 226,633 | $200.92M | 0.7% | -1.2% | 0.051% | |
11/19/2024 | Unigestion Holding SA | 1,089 | $0.97M | 0.0% | -49.1% | 0.000% | |
11/19/2024 | TCW Group Inc. | 199,468 | $176.83M | 1.5% | -3.5% | 0.045% | |
11/18/2024 | Soltis Investment Advisors LLC | 2,748 | $2.44M | 0.2% | +11.9% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 2,748 | $2.44M | 0.1% | -14.1% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 929 | $0.82M | 0.2% | -14.0% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 2,142 | $1.90M | 0.8% | +1.7% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 4,142 | $3.67M | 0.3% | -19.5% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 56,996 | $50.53M | 0.4% | -3.6% | 0.013% | |
11/18/2024 | Sunbelt Securities Inc. | 6,675 | $5.92M | 0.6% | +8.1% | 0.002% | |
11/18/2024 | Toronto Dominion Bank | 214,780 | $190.41M | 0.3% | -6.6% | 0.048% | |
11/18/2024 | Empire Financial Management Company LLC | 540 | $0.48M | 0.1% | -48.1% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 3,514 | $3.12M | 1.1% | N/A | 0.001% | |
11/18/2024 | Financial Avengers Inc. | 301 | $0.27M | 0.1% | +6.7% | 0.000% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 1,395 | $1.24M | 0.9% | +9.8% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 1,343 | $1.19M | 0.5% | -14.1% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 22,642 | $20.13M | 0.4% | +6.3% | 0.005% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 5,755 | $5.10M | 2.5% | -1.7% | 0.001% | |
11/18/2024 | Synergy Financial Group LTD | 1,264 | $1.12M | 1.1% | -0.9% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 17,313 | $15.35M | 3.6% | -0.5% | 0.004% | |
11/18/2024 | First Dallas Securities Inc. | 3,153 | $2.80M | 1.2% | -4.1% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 9,487,057 | $8.38B | 0.7% | +1.7% | 2.141% | |
11/15/2024 | MidWestOne Financial Group Inc. | 2,055 | $1.82M | 0.3% | -3.2% | 0.000% | |
11/15/2024 | Insight Inv LLC | 589 | $0.52M | 0.4% | +16.9% | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 665 | $0.59M | 0.2% | -42.1% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 2,623 | $2.33M | 0.5% | +0.6% | 0.001% | |
11/15/2024 | Brophy Wealth Management LLC | 1,647 | $1.46M | 0.5% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 18,987 | $16.83M | 0.5% | +0.4% | 0.004% | |
11/15/2024 | Conway Capital Management Inc. | 20,218 | $17.92M | 8.7% | N/A | 0.005% | |
11/15/2024 | Resources Management Corp CT ADV | 12,089 | $10.72M | 1.4% | -1.6% | 0.003% | |
11/15/2024 | M&T Bank Corp | 226,633 | $200.92M | 0.6% | -1.2% | 0.051% | |
11/15/2024 | Executive Wealth Management LLC | 5,358 | $4.75M | 0.4% | +1.9% | 0.001% | |
11/15/2024 | Abel Hall LLC | 456 | $0.40M | 0.3% | +6.3% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 1,538 | $1.36M | 1.0% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 4,311 | $3.98M | 0.5% | +0.6% | 0.001% | |
11/15/2024 | O Brien Greene & Co. Inc | 3,700 | $3.28M | 1.0% | -0.9% | 0.001% | |
11/15/2024 | LRI Investments LLC | 739 | $0.68M | 0.1% | +7.6% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 4,544 | $4.03M | 0.3% | +0.6% | 0.001% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 329 | $0.29M | 0.1% | +5.8% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 570 | $0.50M | 0.0% | +95.2% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 237,681 | $210.71M | 0.9% | +7.0% | 0.054% | |
11/15/2024 | SGL Investment Advisors Inc. | 357 | $0.33M | 0.2% | N/A | 0.000% | |
11/15/2024 | EWA LLC | 1,471 | $1.36M | 0.5% | +2.8% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 8,858 | $7.53M | 0.7% | -7.3% | 0.002% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 15,990 | $14.18M | 0.9% | +20.8% | 0.004% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 205,057 | $181.79M | 0.6% | +11.1% | 0.046% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 3,973 | $3.52M | 0.2% | N/A | 0.001% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 487 | $0.43M | 0.1% | +69.1% | 0.000% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 14,370 | $12.74M | 3.2% | -0.8% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 100,816 | $89.38M | 0.3% | +10.4% | 0.023% | |
11/15/2024 | Hodges Capital Management Inc. | 3,822 | $3.39M | 0.2% | -49.4% | 0.001% | |
11/15/2024 | First National Bank of Omaha | 16,522 | $14.65M | 0.9% | -4.4% | 0.004% | |
11/15/2024 | CTC Alternative Strategies Ltd. | 1,619 | $1.44M | 1.8% | N/A | 0.000% | |
11/15/2024 | Anson Funds Management LP | 728 | $0.65M | 0.0% | N/A | 0.000% | |
11/15/2024 | Legacy Investment Solutions LLC | 380 | $0.36M | 0.2% | N/A | 0.000% | |