12/19/2024 | Independent Solutions Wealth Management LLC | 8,908 | $5.10M | 1.2% | +11.6% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 1,374 | $0.79M | 0.3% | +53.7% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 613,015 | $350.91M | 1.1% | +1.0% | 0.024% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 64,861 | $37.39M | 1.0% | -16.0% | 0.003% | |
12/12/2024 | Legacy Wealth Management LLC MS | 756 | $0.43M | 0.2% | N/A | 0.000% | |
12/12/2024 | SPX Gestao de Recursos Ltda | 13,500 | $7.73M | 1.0% | +33.9% | 0.001% | |
12/11/2024 | 1ST Source Bank | 5,280 | $3.02M | 0.2% | +3.4% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 12,444 | $7.12M | 1.9% | +2.7% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 1,029 | $0.59M | 0.5% | N/A | 0.000% | |
12/9/2024 | FFG Partners LLC | 14,750 | $8.44M | 2.9% | +0.8% | 0.001% | |
12/6/2024 | Logan Capital Management Inc. | 92,131 | $52.74M | 2.2% | -2.3% | 0.004% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 384 | $0.22M | 0.1% | N/A | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 717,859 | $410.93M | 1.5% | -5.1% | 0.028% | |
12/3/2024 | Garde Capital Inc. | 5,571 | $3.19M | 0.2% | -33.1% | 0.000% | |
12/3/2024 | Denver PWM LLC | 289 | $0.17M | 0.1% | -15.5% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 713 | $0.41M | 0.2% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 166,691 | $95.73M | 10.7% | N/A | 0.007% | |
12/2/2024 | Capasso Planning Partners LLC | 806 | $0.46M | 0.1% | -42.6% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 1,247 | $0.71M | 0.2% | -37.2% | 0.000% | |
11/29/2024 | American Trust | 6,930 | $3.97M | 0.3% | +112.1% | 0.000% | |
11/29/2024 | Old North State Trust LLC | 1,290 | $0.74M | 0.6% | +3.4% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 6,946,755 | $4.10B | 1.2% | +2.8% | 0.275% | |
11/26/2024 | Decatur Capital Management Inc. | 19,789 | $11.33M | 5.2% | +0.1% | 0.001% | |
11/26/2024 | Tri Ri Asset Management Corp | 24,407 | $13.97M | 7.1% | N/A | 0.001% | |
11/26/2024 | Peapack Gladstone Financial Corp | 126,425 | $72.37M | 1.0% | -3.5% | 0.005% | |
11/25/2024 | Synovus Financial Corp | 72,243 | $41.36M | 0.5% | +10.8% | 0.003% | |
11/25/2024 | Castellan Group | 1,800 | $1.03M | 0.4% | N/A | 0.000% | |
11/25/2024 | Centerstone Investors LLC | 2,411 | $1.38M | 1.3% | -15.7% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 8,687 | $4.97M | 1.5% | -2.1% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 31,212 | $17.87M | 0.3% | +201.2% | 0.001% | |
11/25/2024 | Arvest Bank Trust Division | 1,405 | $0.80M | 0.0% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 11,020 | $6.31M | 0.5% | -1.5% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 64,960 | $37.19M | 0.9% | +239.9% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 251,187 | $140.45M | 0.9% | +20.5% | 0.010% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 26,056 | $14.92M | 0.9% | +1.1% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 19,121 | $10.95M | 0.4% | -5.7% | 0.001% | |
11/22/2024 | Sculati Wealth Management LLC | 8,774 | $5.02M | 2.1% | +0.4% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 3,664 | $2.10M | 0.9% | N/A | 0.000% | |
11/22/2024 | Fulcrum Equity Management | 894 | $0.51M | 0.4% | +13.0% | 0.000% | |
11/21/2024 | Tudor Financial Inc. | 518 | $0.30M | 0.2% | N/A | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 17,048 | $9.70M | 1.7% | +9.5% | 0.001% | |
11/21/2024 | Wealthquest Corp | 629 | $0.36M | 0.0% | -8.6% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 11,149 | $6.38M | 1.1% | -1.6% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 2,853 | $1.63M | 2.0% | +10.2% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 30,741 | $17.60M | 3.8% | -0.2% | 0.001% | |
11/20/2024 | SOA Wealth Advisors LLC. | 3,219 | $1.84M | 0.4% | +9.1% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 10,672 | $6.11M | 0.3% | -66.2% | 0.000% | |
11/20/2024 | Advisory Resource Group | 4,165 | $2.38M | 0.5% | -1.4% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 9,525 | $5.45M | 0.6% | -2.3% | 0.000% | |
11/20/2024 | Passumpsic Savings Bank | 5,364 | $3.07M | 2.0% | -3.6% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 1,914 | $1.10M | 0.1% | -11.0% | 0.000% | |
11/19/2024 | Invst LLC | 4,889 | $2.80M | 0.3% | -19.8% | 0.000% | |
11/19/2024 | Unigestion Holding SA | 6,277 | $3.59M | 0.2% | -44.4% | 0.000% | |
11/19/2024 | Second Line Capital LLC | 10,222 | $5.85M | 1.6% | +23.5% | 0.000% | |
11/19/2024 | TCW Group Inc. | 555,726 | $318.12M | 2.8% | -1.0% | 0.022% | |
11/19/2024 | Hohimer Wealth Management LLC | 11,679 | $6.69M | 1.4% | +0.2% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 21,462 | $12.29M | 1.2% | +25.0% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 11,194 | $6.43M | 0.4% | +3.3% | 0.000% | |
11/18/2024 | Main Line Retirement Advisors LLC | 412 | $0.24M | 0.2% | N/A | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 41,392 | $23.69M | 0.7% | +3.0% | 0.002% | |
11/18/2024 | Hobbs Group Advisors LLC | 2,163 | $1.24M | 0.4% | +14.2% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 5,971 | $3.42M | 0.7% | -9.7% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 6,712 | $3.84M | 1.6% | -4.7% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 13,289 | $7.58M | 0.6% | N/A | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 13,570 | $7.77M | 0.8% | +0.9% | 0.001% | |
11/18/2024 | Cresta Advisors Ltd. | 3,972 | $2.27M | 1.2% | -11.2% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 1,036 | $0.59M | 0.2% | -2.4% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 8,154 | $4.67M | 1.6% | -58.0% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 1,017 | $0.58M | 0.3% | +12.9% | 0.000% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 1,100 | $0.63M | 0.4% | +66.7% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 6,221 | $3.56M | 1.5% | +34.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 64,500 | $36.96M | 0.8% | +1.5% | 0.003% | |
11/18/2024 | Gould Capital LLC | 2,877 | $1.65M | 1.1% | -2.2% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 4,565 | $2.61M | 1.3% | +6.5% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 6,595 | $3.78M | 3.6% | +1.6% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 14,754 | $8.45M | 2.0% | +1.1% | 0.001% | |
11/18/2024 | GG Group Ventures LLC | 834 | $0.48M | 0.7% | +4.0% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 350 | $0.20M | 0.1% | -75.7% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 7,923 | $4.54M | 1.9% | -5.4% | 0.000% | |
11/18/2024 | JDM Financial Group LLC | 52 | $30K | 0.0% | N/A | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 48,160,608 | $27.47B | 2.2% | +1.5% | 1.908% | |
11/15/2024 | Foyston Gordon & Payne Inc | 33,102 | $18.95M | 4.7% | +0.7% | 0.001% | |
11/15/2024 | MidWestOne Financial Group Inc. | 9,589 | $5.49M | 0.8% | -2.7% | 0.000% | |
11/15/2024 | Savoie Capital LLC | 500 | $0.29M | 0.0% | N/A | 0.000% | |
11/15/2024 | Goodman Advisory Group LLC | 3,783 | $2.17M | 0.6% | +2.2% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 27,802 | $15.92M | 1.3% | +8.6% | 0.001% | |
11/15/2024 | Valued Retirements Inc. | 850 | $0.49M | 0.7% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 10,195 | $5.84M | 2.1% | -17.6% | 0.000% | |
11/15/2024 | Sender Co & Partners Inc. | 4,260 | $2.44M | 3.0% | +402.4% | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 4,716 | $2.70M | 0.8% | -3.1% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 9,143 | $5.23M | 1.1% | -25.4% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 3,526 | $2.02M | 0.7% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 68,011 | $38.93M | 1.2% | +12.6% | 0.003% | |
11/15/2024 | High Falls Advisors Inc | 386 | $0.22M | 0.1% | N/A | 0.000% | |
11/15/2024 | Conway Capital Management Inc. | 5,717 | $3.27M | 1.6% | N/A | 0.000% | |
11/15/2024 | M&T Bank Corp | 519,872 | $297.60M | 1.0% | +4.2% | 0.021% | |
11/15/2024 | Executive Wealth Management LLC | 30,460 | $17.44M | 1.4% | +2.1% | 0.001% | |
11/15/2024 | Abel Hall LLC | 2,641 | $1.51M | 1.0% | +3.8% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 1,334 | $0.76M | 0.6% | N/A | 0.000% | |
11/15/2024 | Raelipskie Partnership | 3,346 | $1.92M | 0.9% | +7.4% | 0.000% | |