12/19/2024 | Independent Solutions Wealth Management LLC | 21,068 | $3.41M | 0.8% | +0.4% | 0.001% | |
12/16/2024 | SMART Wealth LLC | 2,152 | $0.35M | 0.1% | -18.3% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 431,066 | $69.86M | 0.2% | N/A | 0.018% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 98,183 | $15.87M | 0.4% | -16.3% | 0.004% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 3,595 | $0.58M | 0.2% | -9.0% | 0.000% | |
12/11/2024 | 1ST Source Bank | 72,015 | $11.67M | 0.7% | -9.4% | 0.003% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 42,576 | $6.90M | 2.5% | -1.2% | 0.002% | |
12/10/2024 | DGS Capital Management LLC | 5,404 | $0.88M | 0.2% | +17.5% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 2,364 | $0.38M | 0.1% | -6.2% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 4,174 | $0.68M | 0.6% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 47,122 | $7.64M | 0.3% | -1.2% | 0.002% | |
12/6/2024 | Retirement Systems of Alabama | 1,243,090 | $201.46M | 0.8% | +4.0% | 0.052% | |
12/3/2024 | Oddo BHF Asset Management Sas | 2,503 | $0.41M | 0.0% | N/A | 0.000% | |
12/3/2024 | Garde Capital Inc. | 2,009 | $0.33M | 0.0% | -3.6% | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 4,138 | $0.67M | 0.2% | -54.3% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 24,063 | $3.90M | 1.1% | +12.2% | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 2,501 | $0.41M | 0.0% | -9.8% | 0.000% | |
11/29/2024 | American Trust | 30,750 | $4.98M | 0.4% | -13.2% | 0.001% | |
11/29/2024 | Old North State Trust LLC | 7,553 | $1.22M | 1.0% | +1.6% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 16,840,069 | $2.72B | 0.8% | +11.4% | 0.699% | |
11/26/2024 | Asset Advisors Investment Management LLC | 109,932 | $17.82M | 1.9% | -9.6% | 0.005% | |
11/26/2024 | Peapack Gladstone Financial Corp | 443,934 | $71.94M | 1.0% | -1.1% | 0.018% | |
11/25/2024 | Synovus Financial Corp | 241,246 | $39.10M | 0.5% | -5.6% | 0.010% | |
11/25/2024 | Tidal Investments LLC | 186,860 | $30.28M | 0.3% | +11.1% | 0.008% | |
11/25/2024 | Cim Investment Management Inc. | 6,976 | $1.13M | 0.3% | -1.8% | 0.000% | |
11/25/2024 | PVG Asset Management Corp | 2,225 | $0.36M | 1.4% | -65.1% | 0.000% | |
11/25/2024 | Destination Wealth Management | 268,537 | $43.52M | 1.3% | +2.7% | 0.011% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 501,138 | $81.21M | 1.5% | +112.4% | 0.021% | |
11/25/2024 | Arvest Bank Trust Division | 88,490 | $14.34M | 0.8% | N/A | 0.004% | |
11/25/2024 | World Investment Advisors LLC | 82,736 | $13.41M | 0.3% | +189.5% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 444,179 | $68.92M | 0.4% | -2.8% | 0.018% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 98,988 | $16.04M | 1.0% | -3.3% | 0.004% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 259,679 | $42.08M | 1.4% | -5.7% | 0.011% | |
11/22/2024 | Sculati Wealth Management LLC | 16,334 | $2.58M | 1.1% | +0.5% | 0.001% | |
11/22/2024 | Saratoga Research & Investment Management | 532,439 | $86.29M | 3.8% | -3.5% | 0.022% | |
11/22/2024 | Fulcrum Equity Management | 3,927 | $0.64M | 0.5% | -14.5% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 90,873 | $14.73M | 1.4% | +2.0% | 0.004% | |
11/21/2024 | Tudor Financial Inc. | 5,477 | $0.89M | 0.5% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 23,624 | $3.83M | 1.9% | -4.3% | 0.001% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 50,765 | $8.18M | 1.5% | +10.1% | 0.002% | |
11/21/2024 | Wealthquest Corp | 9,162 | $1.48M | 0.1% | -5.9% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 7,187 | $1.17M | 1.4% | -15.9% | 0.000% | |
11/20/2024 | SOA Wealth Advisors LLC. | 8,323 | $1.35M | 0.3% | -0.9% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 2,914 | $0.47M | 0.0% | -60.6% | 0.000% | |
11/20/2024 | Advisory Resource Group | 28,869 | $4.68M | 1.0% | -4.1% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 100,242 | $16.25M | 1.9% | -9.7% | 0.004% | |
11/20/2024 | Passumpsic Savings Bank | 1,615 | $0.26M | 0.2% | N/A | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 2,892 | $0.47M | 0.1% | +10.7% | 0.000% | |
11/19/2024 | Invst LLC | 10,290 | $1.67M | 0.2% | +394.0% | 0.000% | |
11/19/2024 | Unigestion Holding SA | 344,977 | $55.89M | 2.7% | -16.6% | 0.014% | |
11/19/2024 | Second Line Capital LLC | 5,953 | $0.97M | 0.3% | +39.3% | 0.000% | |
11/19/2024 | TCW Group Inc. | 118,287 | $19.17M | 0.2% | +3.0% | 0.005% | |
11/19/2024 | Hohimer Wealth Management LLC | 21,775 | $3.53M | 0.8% | +1.5% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 37,577 | $6.09M | 0.6% | +3.7% | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 43,625 | $7.09M | 0.5% | -3.8% | 0.002% | |
11/18/2024 | TD Private Client Wealth LLC | 33,076 | $5.36M | 0.2% | +41.3% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 2,780 | $0.45M | 0.1% | -28.8% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 15,665 | $2.53M | 0.2% | -17.8% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 182,432 | $29.57M | 0.3% | -5.7% | 0.008% | |
11/18/2024 | Sunbelt Securities Inc. | 50,368 | $8.16M | 0.8% | -11.6% | 0.002% | |
11/18/2024 | Toronto Dominion Bank | 791,523 | $128.27M | 0.2% | -33.9% | 0.033% | |
11/18/2024 | Neo Ivy Capital Management | 1,488 | $0.24M | 0.1% | N/A | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 43,472 | $7.05M | 3.5% | +3.0% | 0.002% | |
11/18/2024 | Brown Financial Advisors | 11,425 | $1.85M | 0.8% | -15.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 48,184 | $7.78M | 0.2% | +13.7% | 0.002% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 10,426 | $1.69M | 0.8% | +5.0% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 12,032 | $1.95M | 0.5% | -6.6% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 5,396 | $0.87M | 0.4% | -14.3% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 35,975 | $5.83M | 1.0% | -2.8% | 0.001% | |
11/18/2024 | First Dallas Securities Inc. | 12,494 | $2.03M | 0.8% | -5.1% | 0.001% | |
11/18/2024 | JDM Financial Group LLC | 462 | $75K | 0.0% | +63.8% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 56,106,884 | $9.06B | 0.7% | +1.8% | 2.330% | |
11/15/2024 | Foyston Gordon & Payne Inc | 40,465 | $6.56M | 1.6% | -41.4% | 0.002% | |
11/15/2024 | MidWestOne Financial Group Inc. | 23,099 | $3.74M | 0.5% | -0.7% | 0.001% | |
11/15/2024 | Insight Inv LLC | 10,739 | $1.74M | 1.5% | -0.6% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 78,814 | $12.77M | 1.1% | +9.8% | 0.003% | |
11/15/2024 | Frisch Financial Group Inc. | 47,742 | $7.74M | 2.3% | -0.8% | 0.002% | |
11/15/2024 | Prestige Wealth Management Group LLC | 26,607 | $4.31M | 0.9% | +0.4% | 0.001% | |
11/15/2024 | Brophy Wealth Management LLC | 5,825 | $0.94M | 0.3% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 156,397 | $25.35M | 0.8% | +0.1% | 0.006% | |
11/15/2024 | High Falls Advisors Inc | 2,186 | $0.35M | 0.1% | +15.7% | 0.000% | |
11/15/2024 | Conway Capital Management Inc. | 1,575 | $0.26M | 0.1% | N/A | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 77,823 | $12.61M | 1.7% | -3.9% | 0.003% | |
11/15/2024 | Executive Wealth Management LLC | 56,020 | $9.08M | 0.7% | N/A | 0.002% | |
11/15/2024 | Guardian Wealth Management Inc. | 12,985 | $2.10M | 1.5% | +1.8% | 0.001% | |
11/15/2024 | Abel Hall LLC | 1,550 | $0.25M | 0.2% | N/A | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 4,373 | $0.71M | 0.5% | N/A | 0.000% | |
11/15/2024 | Raelipskie Partnership | 13,428 | $2.18M | 1.1% | -1.9% | 0.001% | |
11/15/2024 | Continuum Advisory LLC | 8,148 | $1.24M | 0.2% | -3.0% | 0.000% | |
11/15/2024 | O Brien Greene & Co. Inc | 6,996 | $1.13M | 0.4% | -26.9% | 0.000% | |
11/15/2024 | LRI Investments LLC | 12,442 | $1.89M | 0.2% | +1.4% | 0.001% | |
11/15/2024 | PYA Waltman Capital LLC | 39,927 | $6.47M | 2.1% | +3.1% | 0.002% | |
11/15/2024 | Peloton Wealth Strategists | 15,807 | $2.56M | 1.0% | -5.6% | 0.001% | |
11/15/2024 | Geller Advisors LLC | 17,011 | $2.76M | 0.2% | +4.5% | 0.001% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 4,002 | $0.65M | 0.2% | -4.5% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 3,591 | $0.57M | 0.0% | +6.8% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 1,245,932 | $201.92M | 0.9% | -0.1% | 0.052% | |
11/15/2024 | SGL Investment Advisors Inc. | 30,541 | $4.64M | 2.4% | N/A | 0.001% | |
11/15/2024 | EWA LLC | 2,247 | $0.34M | 0.1% | +14.8% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 78,119 | $12.66M | 1.2% | -0.9% | 0.003% | |