11/6/2024 | KCM Investment Advisors LLC | 14,930 | $7.12M | 0.2% | +6.6% | 0.003% | |
11/6/2024 | Empowered Funds LLC | 9,060 | $4.32M | 0.1% | +6.8% | 0.002% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 420 | $0.20M | 0.0% | N/A | 0.000% | |
11/6/2024 | Sheaff Brock Investment Advisors LLC | 704 | $0.34M | 0.0% | -4.7% | 0.000% | |
11/6/2024 | Connable Office Inc. | 10,476 | $5M | 0.5% | +0.3% | 0.002% | |
11/6/2024 | CIBC Asset Management Inc | 267,470 | $127.47M | 0.4% | +2.1% | 0.056% | |
11/6/2024 | OneDigital Investment Advisors LLC | 5,733 | $2.73M | 0.0% | -1.6% | 0.001% | |
11/6/2024 | ING Groep NV | 598,757 | $285.52M | 1.7% | +78.2% | 0.126% | |
11/6/2024 | Lifeworks Advisors LLC | 1,029 | $0.49M | 0.1% | +13.8% | 0.000% | |
11/6/2024 | MeadowBrook Investment Advisors LLC | 4,173 | $1.99M | 1.8% | -2.0% | 0.001% | |
11/6/2024 | Tokio Marine Asset Management Co. Ltd. | 18,625 | $8.88M | 0.4% | +4.6% | 0.004% | |
11/6/2024 | Metis Global Partners LLC | 23,032 | $10.98M | 0.3% | +0.6% | 0.005% | |
11/6/2024 | Curi RMB Capital LLC | 2,306 | $1.10M | 0.0% | +25.9% | 0.000% | |
11/6/2024 | Zions Bancorporation N.A. | 364 | $0.17M | 0.0% | -7.8% | 0.000% | |
11/6/2024 | KBC Group NV | 621,444 | $296.34M | 0.9% | +131.6% | 0.131% | |
11/6/2024 | Huntington National Bank | 188,642 | $89.96M | 0.7% | +4.3% | 0.040% | |
11/6/2024 | D Orazio & Associates Inc. | 815 | $0.39M | 0.1% | +4.0% | 0.000% | |
11/6/2024 | Schrum Private Wealth Management LLC | 600 | $0.29M | 0.1% | +27.1% | 0.000% | |
11/6/2024 | Oppenheimer Asset Management Inc. | 39,655 | $18.91M | 0.2% | -0.5% | 0.008% | |
11/6/2024 | Oppenheimer & Co. Inc. | 21,395 | $10.20M | 0.2% | -0.7% | 0.004% | |
11/6/2024 | Pinnacle Financial Partners Inc | 25,752 | $12.28M | 0.2% | +0.2% | 0.005% | |
11/5/2024 | Simmons Bank | 10,050 | $4.79M | 0.3% | -4.2% | 0.002% | |
11/5/2024 | Souders Financial Advisors | 10,086 | $4.81M | 0.7% | +9.8% | 0.002% | |
11/5/2024 | Haverford Trust Co | 10,196 | $4.86M | 0.0% | +3.8% | 0.002% | |
11/5/2024 | Empower Advisory Group LLC | 172,304 | $82.17M | 0.3% | +6.9% | 0.036% | |
11/5/2024 | Dillon & Associates Inc. | 490 | $0.23M | 0.0% | N/A | 0.000% | |
11/5/2024 | Victory Capital Management Inc. | 380,465 | $181.43M | 0.2% | -2.8% | 0.080% | |
11/5/2024 | Aptus Capital Advisors LLC | 51,817 | $24.71M | 0.4% | +20.1% | 0.011% | |
11/5/2024 | Cumberland Partners Ltd | 74,528 | $35.54M | 2.5% | -0.3% | 0.016% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 3,800 | $1.81M | 0.0% | -43.7% | 0.001% | |
11/5/2024 | Savvy Advisors Inc. | 1,030 | $0.49M | 0.1% | +38.3% | 0.000% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 4,816 | $2.30M | 0.1% | -5.3% | 0.001% | |
11/5/2024 | Winslow Asset Management Inc. | 18,163 | $8.66M | 1.6% | +0.4% | 0.004% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 1,475,664 | $703.69M | 0.5% | +4.6% | 0.310% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 1,100 | $0.53M | 0.0% | +29.4% | 0.000% | |
11/5/2024 | First National Trust Co | 37,554 | $17.91M | 0.7% | -0.3% | 0.008% | |
11/5/2024 | GSA Capital Partners LLP | 2,684 | $1.28M | 0.1% | N/A | 0.001% | |
11/5/2024 | Waverton Investment Management Ltd | 196,036 | $93.46M | 1.5% | +0.9% | 0.041% | |
11/5/2024 | Harbour Investments Inc. | 1,736 | $0.83M | 0.0% | +3.1% | 0.000% | |
11/5/2024 | Entropy Technologies LP | 7,300 | $3.48M | 0.4% | N/A | 0.002% | |
11/5/2024 | Apollon Wealth Management LLC | 7,966 | $3.80M | 0.1% | -7.3% | 0.002% | |
11/5/2024 | WCM Investment Management LLC | 3,424,245 | $1.64B | 3.7% | -0.9% | 0.717% | |
11/5/2024 | FDx Advisors Inc. | 1,745 | $0.83M | 0.2% | -3.4% | 0.000% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 7,780 | $3.71M | 0.3% | +8.2% | 0.002% | |
11/4/2024 | Laffer Tengler Investments Inc. | 1,356 | $0.65M | 0.1% | +4.1% | 0.000% | |
11/4/2024 | Buckingham Capital Management Inc. | 795 | $0.38M | 0.0% | -4.0% | 0.000% | |
11/4/2024 | Venturi Wealth Management LLC | 4,997 | $2.38M | 0.1% | +9.6% | 0.001% | |
11/4/2024 | Cottonwood Capital Advisors LLC | 594 | $0.28M | 0.2% | -4.0% | 0.000% | |
11/4/2024 | Catalytic Wealth RIA LLC | 1,884 | $0.90M | 0.2% | -12.4% | 0.000% | |
11/4/2024 | Patten & Patten Inc. TN | 3,283 | $1.57M | 0.1% | -23.8% | 0.001% | |
11/4/2024 | Kennebec Savings Bank | 285 | $0.14M | 0.1% | N/A | 0.000% | |
11/4/2024 | Ashton Thomas Securities LLC | 702 | $0.34M | 0.1% | N/A | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 5,267 | $2.51M | 0.0% | -27.3% | 0.001% | |
11/4/2024 | Mitchell Mcleod Pugh & Williams Inc. | 2,620 | $1.25M | 0.3% | +7.8% | 0.001% | |
11/4/2024 | Crossmark Global Holdings Inc. | 29,659 | $14.14M | 0.3% | +1.0% | 0.006% | |
11/4/2024 | Mayflower Financial Advisors LLC | 2,247 | $1.07M | 0.2% | +2.0% | 0.000% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 3,221 | $1.54M | 0.3% | +95.8% | 0.001% | |
11/4/2024 | Axxcess Wealth Management LLC | 16,636 | $7.93M | 0.2% | +6.3% | 0.003% | |
11/4/2024 | Sigma Planning Corp | 1,505 | $0.72M | 0.0% | -33.5% | 0.000% | |
11/4/2024 | Arrow Financial Corp | 397 | $0.19M | 0.0% | -17.3% | 0.000% | |
11/2/2024 | Covestor Ltd | 249 | $0.12M | 0.1% | +50.0% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 64,777 | $30.89M | 0.6% | -0.5% | 0.014% | |
11/1/2024 | Carr Financial Group Corp | 1,859 | $0.89M | 0.3% | -13.7% | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 1,941 | $0.93M | 0.1% | -21.9% | 0.000% | |
11/1/2024 | Atria Investments Inc | 30,924 | $14.75M | 0.2% | +5.3% | 0.006% | |
11/1/2024 | Field & Main Bank | 3,718 | $1.77M | 0.6% | -3.4% | 0.001% | |
11/1/2024 | TCTC Holdings LLC | 128,226 | $61.15M | 2.1% | +0.3% | 0.027% | |
11/1/2024 | Bridges Investment Management Inc. | 53,510 | $25.52M | 0.4% | +0.8% | 0.011% | |
11/1/2024 | Assetmark Inc. | 52,658 | $25.11M | 0.1% | +8.5% | 0.011% | |
11/1/2024 | Verdence Capital Advisors LLC | 1,007 | $0.48M | 0.0% | -4.9% | 0.000% | |
11/1/2024 | Markel Group Inc. | 155,000 | $73.91M | 0.7% | +8.0% | 0.032% | |
11/1/2024 | Carson Advisory Inc. | 437 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Washington Trust Advisors Inc. | 381 | $0.18M | 0.0% | -16.6% | 0.000% | |
11/1/2024 | XY Capital Ltd | 561 | $0.27M | 0.1% | N/A | 0.000% | |
11/1/2024 | Windward Capital Management Co. CA | 90,105 | $42.97M | 3.3% | -0.2% | 0.019% | |
11/1/2024 | SpiderRock Advisors LLC | 1,934 | $0.92M | 0.0% | +7.7% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 1,624 | $0.78M | 0.0% | N/A | 0.000% | |
11/1/2024 | Leavell Investment Management Inc. | 4,218 | $2.01M | 0.1% | +1.5% | 0.001% | |
11/1/2024 | Fiera Capital Corp | 474,175 | $226.12M | 0.7% | -4.1% | 0.099% | |
11/1/2024 | Hollencrest Capital Management | 212 | $0.10M | 0.0% | -65.2% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 875 | $0.42M | 0.1% | +22.7% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 91 | $43K | 0.0% | N/A | 0.000% | |
11/1/2024 | Philip James Wealth Mangement LLC | 654 | $0.31M | 0.0% | +18.3% | 0.000% | |
11/1/2024 | Heritage Wealth Management Inc. | 916 | $0.44M | 0.1% | -15.3% | 0.000% | |
11/1/2024 | Stiles Financial Services Inc | 655 | $0.31M | 0.1% | +4.3% | 0.000% | |
11/1/2024 | Stone Point Wealth LLC | 7,896 | $3.77M | 1.2% | -1.1% | 0.002% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 2,512 | $1.20M | 0.4% | -5.0% | 0.001% | |
11/1/2024 | Summit Global Investments | 1,692 | $0.81M | 0.1% | N/A | 0.000% | |
10/31/2024 | Sittner & Nelson LLC | 4,014 | $1.91M | 0.9% | -0.6% | 0.001% | |
10/31/2024 | LS Investment Advisors LLC | 21,456 | $10.23M | 1.5% | +0.3% | 0.004% | |
10/31/2024 | Confluence Investment Management LLC | 338,037 | $161.20M | 2.2% | -1.5% | 0.071% | |
10/31/2024 | Portside Wealth Group LLC | 789 | $0.38M | 0.1% | +7.1% | 0.000% | |
10/31/2024 | Consolidated Planning Corp | 6,761 | $3.22M | 0.5% | N/A | 0.001% | |
10/31/2024 | Western Pacific Wealth Management LP | 231 | $0.11M | 0.1% | -14.1% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 53,589 | $25.55M | 0.5% | +0.1% | 0.011% | |
10/31/2024 | Washington Trust Bank | 15,745 | $7.51M | 0.7% | -3.5% | 0.003% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 630 | $0.30M | 0.2% | -7.8% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,269,685 | $605.46M | 0.3% | -4.3% | 0.266% | |
10/31/2024 | Woodmont Investment Counsel LLC | 434 | $0.21M | 0.0% | N/A | 0.000% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 121,171 | $57.78M | 3.5% | -2.3% | 0.025% | |