12/19/2024 | Independent Solutions Wealth Management LLC | 872 | $0.77M | 0.2% | +6.0% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 516 | $0.46M | 0.2% | N/A | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 378,010 | $334.89M | 1.0% | -16.0% | 0.040% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 37,307 | $33.05M | 0.9% | -2.4% | 0.004% | |
12/13/2024 | Exome Asset Management LLC | 10,447 | $9.26M | 6.2% | +7.7% | 0.001% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 2,586 | $2.29M | 0.9% | -7.3% | 0.000% | |
12/11/2024 | 1ST Source Bank | 36,315 | $32.17M | 1.8% | -1.8% | 0.004% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 12,875 | $11.41M | 4.1% | -7.4% | 0.001% | |
12/10/2024 | DGS Capital Management LLC | 5,239 | $4.64M | 1.3% | +7.2% | 0.001% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 2,634 | $2.34M | 0.7% | +16.4% | 0.000% | |
12/9/2024 | FFG Partners LLC | 17,051 | $15.11M | 5.2% | +41.7% | 0.002% | |
12/6/2024 | Logan Capital Management Inc. | 32,319 | $28.63M | 1.2% | -0.4% | 0.003% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 325 | $0.29M | 0.2% | -5.8% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 170,688 | $151.22M | 0.6% | -3.1% | 0.018% | |
12/3/2024 | Oddo BHF Asset Management Sas | 38,747 | $34.33M | 1.7% | N/A | 0.004% | |
12/3/2024 | Denver PWM LLC | 71 | $63K | 0.0% | -46.2% | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 3,031 | $2.69M | 0.8% | -6.1% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 430 | $0.38M | 0.0% | -16.0% | 0.000% | |
11/29/2024 | American Trust | 2,603 | $2.31M | 0.2% | +4.6% | 0.000% | |
11/29/2024 | Old North State Trust LLC | 7,195 | $6.37M | 5.2% | -0.7% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 3,635,537 | $3.38B | 1.0% | -3.7% | 0.383% | |
11/26/2024 | Peapack Gladstone Financial Corp | 73,627 | $65.23M | 0.9% | -4.3% | 0.008% | |
11/25/2024 | Synovus Financial Corp | 109,993 | $97.45M | 1.1% | -5.2% | 0.012% | |
11/25/2024 | Tidal Investments LLC | 49,562 | $43.91M | 0.5% | +20.5% | 0.005% | |
11/25/2024 | Optimist Retirement Group LLC | 3,164 | $2.80M | 1.3% | +20.2% | 0.000% | |
11/25/2024 | Blankinship & Foster LLC | 88,046 | $78M | 12.8% | N/A | 0.009% | |
11/25/2024 | Cim Investment Management Inc. | 2,048 | $1.81M | 0.5% | -4.2% | 0.000% | |
11/25/2024 | Destination Wealth Management | 27,326 | $24.21M | 0.8% | +1,373.9% | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 40,055 | $35.49M | 0.6% | +132.7% | 0.004% | |
11/25/2024 | Arvest Bank Trust Division | 529 | $0.47M | 0.0% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 2,990 | $2.65M | 0.2% | -7.1% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 14,429 | $12.78M | 0.3% | +10.3% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 247,025 | $218.85M | 1.4% | +9.0% | 0.026% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 7,752 | $6.87M | 0.4% | +7.6% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 107,244 | $95.01M | 3.1% | -3.1% | 0.011% | |
11/22/2024 | Fulcrum Equity Management | 562 | $0.50M | 0.4% | +38.8% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 13,950 | $12.36M | 1.2% | -0.1% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 452 | $0.40M | 0.2% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 1,430 | $1.27M | 0.6% | +232.6% | 0.000% | |
11/21/2024 | Wealthquest Corp | 5,256 | $4.65M | 0.4% | +1.3% | 0.001% | |
11/21/2024 | Aldebaran Financial Inc. | 1,093 | $0.97M | 1.2% | +51.2% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 11,019 | $9.76M | 2.1% | +1.0% | 0.001% | |
11/20/2024 | SOA Wealth Advisors LLC. | 864 | $0.77M | 0.1% | +2.4% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 2,068 | $1.83M | 0.4% | -8.8% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 6,531 | $5.79M | 0.3% | +111.7% | 0.001% | |
11/20/2024 | Advisory Resource Group | 1,684 | $1.49M | 0.3% | -2.8% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 2,670 | $2.37M | 0.3% | -52.5% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 481 | $0.43M | 0.1% | +3.4% | 0.000% | |
11/19/2024 | Invst LLC | 5,552 | $4.92M | 0.6% | +3.5% | 0.001% | |
11/19/2024 | Citizens Business Bank | 725 | $0.64M | 0.1% | -32.5% | 0.000% | |
11/19/2024 | M&T Bank Corp | 266,822 | $236.39M | 0.8% | +0.7% | 0.028% | |
11/19/2024 | Unigestion Holding SA | 1,765 | $1.56M | 0.1% | -20.3% | 0.000% | |
11/19/2024 | Second Line Capital LLC | 227 | $0.20M | 0.1% | N/A | 0.000% | |
11/19/2024 | TCW Group Inc. | 11,578 | $10.26M | 0.1% | -2.3% | 0.001% | |
11/19/2024 | Hohimer Wealth Management LLC | 416 | $0.37M | 0.1% | -3.3% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 1,256 | $1.11M | 0.1% | +10.7% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 4,357 | $3.71M | 0.2% | +3.1% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 12,543 | $11.11M | 0.3% | +5.6% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 1,704 | $1.51M | 0.3% | -7.0% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 2,038 | $1.81M | 0.7% | +23.7% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 5,438 | $4.80M | 0.4% | -25.8% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 98,512 | $87.28M | 0.8% | -6.8% | 0.010% | |
11/18/2024 | Sunbelt Securities Inc. | 5,453 | $4.83M | 0.5% | +9.6% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 262,905 | $232.92M | 0.4% | -33.1% | 0.028% | |
11/18/2024 | Financial Avengers Inc. | 1,497 | $1.33M | 0.7% | -11.2% | 0.000% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 740 | $0.66M | 0.5% | +15.8% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 23,189 | $20.45M | 0.4% | -2.3% | 0.002% | |
11/18/2024 | RB Capital Management LLC | 3,835 | $3.40M | 0.8% | +29.3% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 1,570 | $1.39M | 0.7% | +4.0% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 427 | $0.38M | 0.6% | +24.5% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 3,912 | $3.47M | 1.4% | -4.7% | 0.000% | |
11/18/2024 | Ashford Capital Management Inc. | 387 | $0.34M | 0.0% | -9.4% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 17,090,971 | $15.09B | 1.2% | +0.5% | 1.800% | |
11/15/2024 | Savoie Capital LLC | 18,216 | $16.14M | 2.0% | +7.7% | 0.002% | |
11/15/2024 | Valued Retirements Inc. | 371 | $0.33M | 0.5% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 5,078 | $4.50M | 1.6% | +35.6% | 0.001% | |
11/15/2024 | Frisch Financial Group Inc. | 2,054 | $1.82M | 0.5% | -15.2% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 594 | $0.53M | 0.1% | +10.2% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 2,189 | $1.94M | 0.7% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 47,371 | $41.97M | 1.3% | -2.7% | 0.005% | |
11/15/2024 | High Falls Advisors Inc | 560 | $0.50M | 0.1% | +6.5% | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 1,710 | $1.52M | 0.2% | +16.6% | 0.000% | |
11/15/2024 | M&T Bank Corp | 266,822 | $236.39M | 0.7% | +0.7% | 0.028% | |
11/15/2024 | Executive Wealth Management LLC | 5,200 | $4.61M | 0.4% | N/A | 0.001% | |
11/15/2024 | Guardian Wealth Management Inc. | 8,076 | $7.16M | 5.0% | +0.8% | 0.001% | |
11/15/2024 | Adalta Capital Management LLC | 785 | $0.70M | 0.4% | -43.3% | 0.000% | |
11/15/2024 | Abel Hall LLC | 1,040 | $0.92M | 0.6% | +3.6% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 1,205 | $1.07M | 0.8% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 1,501 | $1.33M | 0.2% | +31.3% | 0.000% | |
11/15/2024 | O Brien Greene & Co. Inc | 904 | $0.80M | 0.2% | -5.3% | 0.000% | |
11/15/2024 | LRI Investments LLC | 3,306 | $2.93M | 0.3% | +46.9% | 0.000% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 815 | $0.72M | 0.3% | +99.3% | 0.000% | |
11/15/2024 | Peloton Wealth Strategists | 1,317 | $1.17M | 0.5% | -3.6% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 4,026 | $3.57M | 0.2% | -8.3% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 509 | $0.45M | 0.1% | +5.4% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 992 | $0.82M | 0.1% | -1.5% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 400,313 | $354.65M | 1.5% | -6.2% | 0.042% | |
11/15/2024 | SGL Investment Advisors Inc. | 272 | $0.24M | 0.1% | N/A | 0.000% | |
11/15/2024 | EWA LLC | 1,227 | $1.09M | 0.4% | +16.1% | 0.000% | |
11/15/2024 | Groupama Asset Managment | 88,465 | $0.78M | 0.0% | +0.5% | 0.009% | |