12/19/2024 | Independent Solutions Wealth Management LLC | 8,862 | $1.87M | 0.4% | +3.2% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 7,913 | $1.67M | 1.1% | -0.8% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 3,938 | $0.83M | 0.3% | +171.2% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 2,105,670 | $444M | 1.4% | -13.1% | 0.075% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 119,979 | $25.05M | 0.7% | -15.2% | 0.004% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 1,938 | $0.41M | 0.2% | -34.5% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 13,168 | $2.78M | 1.0% | +3.9% | 0.000% | |
12/11/2024 | 1ST Source Bank | 72,334 | $15.25M | 0.9% | -0.5% | 0.003% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 13,629 | $2.87M | 1.0% | -1.1% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 988 | $0.21M | 0.1% | N/A | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 4,189 | $0.89M | 0.3% | +2.3% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 3,178 | $0.67M | 0.6% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 112,286 | $23.68M | 1.0% | -12.9% | 0.004% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 5,875 | $1.24M | 0.8% | -5.9% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 967,142 | $203.93M | 0.8% | -4.5% | 0.034% | |
12/3/2024 | Oddo BHF Asset Management Sas | 28,603 | $6.03M | 0.3% | N/A | 0.001% | |
12/3/2024 | Garde Capital Inc. | 3,626 | $0.76M | 0.1% | -2.8% | 0.000% | |
12/3/2024 | Denver PWM LLC | 757 | $0.16M | 0.1% | -36.3% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 19,309 | $4.07M | 1.1% | +12.8% | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 1,604 | $0.34M | 0.0% | -23.8% | 0.000% | |
11/29/2024 | American Trust | 36,628 | $7.72M | 0.6% | -11.8% | 0.001% | |
11/29/2024 | Old North State Trust LLC | 4,017 | $0.85M | 0.7% | +3.0% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 15,073,193 | $3.34B | 0.9% | +7.2% | 0.535% | |
11/26/2024 | Peapack Gladstone Financial Corp | 626,101 | $132.02M | 1.9% | -0.7% | 0.022% | |
11/25/2024 | Synovus Financial Corp | 304,581 | $64.23M | 0.7% | -0.9% | 0.011% | |
11/25/2024 | Cim Investment Management Inc. | 13,187 | $2.78M | 0.8% | -2.0% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 363,152 | $76.57M | 1.4% | +57.8% | 0.013% | |
11/25/2024 | Arvest Bank Trust Division | 125,359 | $26.43M | 1.5% | N/A | 0.004% | |
11/25/2024 | Sfmg LLC | 15,455 | $3.26M | 0.3% | -0.8% | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 190,752 | $40.22M | 1.0% | +176.7% | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 716,329 | $151.05M | 1.0% | +7.8% | 0.025% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 58,248 | $12.28M | 0.7% | -0.2% | 0.002% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 427,305 | $90.10M | 2.9% | -2.1% | 0.015% | |
11/22/2024 | Boyar Asset Management Inc. | 55,946 | $11.80M | 7.6% | -0.2% | 0.002% | |
11/22/2024 | Sculati Wealth Management LLC | 20,315 | $4.07M | 1.7% | +1.5% | 0.001% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 4,539 | $0.96M | 0.4% | N/A | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 40,034 | $8.44M | 0.8% | +0.1% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 7,339 | $1.55M | 1.0% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 1,392 | $0.29M | 0.1% | -33.5% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 11,021 | $2.32M | 2.9% | +3.2% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 7,226 | $1.52M | 0.3% | +234.4% | 0.000% | |
11/20/2024 | SOA Wealth Advisors LLC. | 21,082 | $4.45M | 0.8% | +1.5% | 0.001% | |
11/20/2024 | Westside Investment Management Inc. | 5,885 | $1.24M | 0.3% | -1.0% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 3,990 | $0.84M | 0.0% | -29.3% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 48,130 | $10.15M | 1.2% | -15.8% | 0.002% | |
11/20/2024 | Passumpsic Savings Bank | 10,753 | $2.27M | 1.5% | +15.1% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 6,247 | $1.32M | 0.2% | -2.8% | 0.000% | |
11/19/2024 | Invst LLC | 15,033 | $3.17M | 0.4% | +1.4% | 0.001% | |
11/19/2024 | Citizens Business Bank | 28,333 | $5.97M | 1.2% | -2.3% | 0.001% | |
11/19/2024 | Discipline Wealth Solutions LLC | 3,699 | $0.78M | 0.4% | N/A | 0.000% | |
11/19/2024 | Second Line Capital LLC | 21,596 | $4.55M | 1.2% | +0.9% | 0.001% | |
11/19/2024 | TCW Group Inc. | 532,798 | $112.35M | 1.0% | -7.4% | 0.019% | |
11/19/2024 | Hohimer Wealth Management LLC | 5,737 | $1.21M | 0.3% | +4.7% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 32,266 | $6.80M | 0.7% | -17.4% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 28,562 | $6.03M | 0.4% | -3.5% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 94,595 | $19.95M | 0.6% | +2.0% | 0.003% | |
11/18/2024 | Hobbs Group Advisors LLC | 1,544 | $0.33M | 0.1% | +18.1% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 8,812 | $1.86M | 0.4% | -19.5% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 11,841 | $2.50M | 1.0% | -19.1% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 26,544 | $5.58M | 0.5% | N/A | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 576,669 | $121.60M | 1.1% | +15.3% | 0.020% | |
11/18/2024 | Asset Allocation Strategies LLC | 1,211 | $0.26M | 0.1% | -4.6% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 27,755 | $5.85M | 0.6% | -3.7% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 1,052,996 | $222.04M | 0.4% | -43.3% | 0.037% | |
11/18/2024 | Empire Financial Management Company LLC | 38,824 | $8.19M | 2.5% | -1.4% | 0.001% | |
11/18/2024 | Chiron Investment Management LLC | 41,508 | $8.75M | 3.1% | -9.8% | 0.001% | |
11/18/2024 | Neo Ivy Capital Management | 17,446 | $3.68M | 1.2% | N/A | 0.001% | |
11/18/2024 | Financial Avengers Inc. | 868 | $0.18M | 0.1% | +5.2% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 9,207 | $1.94M | 0.8% | -15.5% | 0.000% | |
11/18/2024 | Unconventional Investor LLC | 996 | $0.21M | 0.1% | N/A | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 90,411 | $19.23M | 0.4% | +9.9% | 0.003% | |
11/18/2024 | Twin Lakes Capital Management LLC | 13,892 | $2.93M | 1.6% | -1.2% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 9,257 | $1.95M | 0.9% | -4.9% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 25,669 | $5.41M | 1.3% | +1.2% | 0.001% | |
11/18/2024 | Orion Capital Management LLC | 8,844 | $1.87M | 0.9% | -4.0% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 14,317 | $3.02M | 1.3% | -2.9% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 58,344,186 | $12.26B | 1.0% | +0.9% | 2.072% | |
11/15/2024 | MidWestOne Financial Group Inc. | 30,684 | $6.47M | 0.9% | -0.9% | 0.001% | |
11/15/2024 | Insight Inv LLC | 13,241 | $2.79M | 2.3% | -5.6% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 64,847 | $13.67M | 1.1% | -19.9% | 0.002% | |
11/15/2024 | Valued Retirements Inc. | 1,291 | $0.27M | 0.4% | N/A | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 49,209 | $10.38M | 3.1% | -0.3% | 0.002% | |
11/15/2024 | Prestige Wealth Management Group LLC | 14,420 | $3.04M | 0.6% | -33.8% | 0.001% | |
11/15/2024 | Brophy Wealth Management LLC | 15,322 | $3.23M | 1.2% | N/A | 0.001% | |
11/15/2024 | High Falls Advisors Inc | 6,388 | $1.35M | 0.3% | +4.5% | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 125,310 | $26.42M | 3.6% | -1.0% | 0.004% | |
11/15/2024 | Executive Wealth Management LLC | 54,731 | $11.54M | 0.9% | -0.3% | 0.002% | |
11/15/2024 | Abel Hall LLC | 4,711 | $0.99M | 0.7% | -1.0% | 0.000% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 6,909 | $1.46M | 1.1% | N/A | 0.000% | |
11/15/2024 | Raelipskie Partnership | 19,264 | $4.06M | 2.0% | +3.0% | 0.001% | |
11/15/2024 | Continuum Advisory LLC | 17,531 | $3.70M | 0.5% | +1.7% | 0.001% | |
11/15/2024 | O Brien Greene & Co. Inc | 7,893 | $1.66M | 0.5% | -1.5% | 0.000% | |
11/15/2024 | LRI Investments LLC | 40,114 | $8.46M | 0.7% | +195.3% | 0.001% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 7,010 | $1.48M | 0.6% | +8.8% | 0.000% | |
11/15/2024 | PYA Waltman Capital LLC | 12,716 | $2.68M | 0.9% | +3.6% | 0.000% | |
11/15/2024 | Peloton Wealth Strategists | 36,563 | $7.71M | 3.1% | -4.6% | 0.001% | |
11/15/2024 | Geller Advisors LLC | 8,065 | $1.70M | 0.1% | +1.3% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 38,904 | $8.20M | 2.0% | +1.8% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 1,319,320 | $278.19M | 1.2% | -0.9% | 0.047% | |
11/15/2024 | SGL Investment Advisors Inc. | 28,332 | $5.97M | 3.0% | N/A | 0.001% | |