12/19/2024 | Independent Solutions Wealth Management LLC | 3,699 | $1.83M | 0.4% | -2.1% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 203,442 | $100.46M | 0.3% | -12.6% | 0.022% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 27,950 | $13.82M | 0.4% | -8.0% | 0.003% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 516 | $0.26M | 0.1% | -25.5% | 0.000% | |
12/11/2024 | 1ST Source Bank | 11,267 | $5.56M | 0.3% | -0.3% | 0.001% | |
12/10/2024 | DGS Capital Management LLC | 2,873 | $1.42M | 0.4% | -3.0% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 655 | $0.32M | 0.1% | +5.0% | 0.000% | |
12/9/2024 | Milestone Resources Group Ltd | 3,790 | $1.87M | 0.1% | -98.0% | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 101,742 | $50.24M | 2.1% | -2.0% | 0.011% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 631 | $0.31M | 0.2% | -7.5% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 360,513 | $178.02M | 0.7% | -4.8% | 0.039% | |
11/29/2024 | American Trust | 11,157 | $5.51M | 0.5% | +13.8% | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 7,501,814 | $3.80B | 1.1% | +4.2% | 0.817% | |
11/26/2024 | Peapack Gladstone Financial Corp | 14,757 | $7.29M | 0.1% | -1.0% | 0.002% | |
11/25/2024 | Synovus Financial Corp | 41,645 | $20.56M | 0.2% | +13.2% | 0.005% | |
11/25/2024 | Cim Investment Management Inc. | 2,627 | $1.30M | 0.4% | -3.7% | 0.000% | |
11/25/2024 | Destination Wealth Management | 107,835 | $53.25M | 1.7% | -0.2% | 0.012% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 75,960 | $37.51M | 0.7% | +30.3% | 0.008% | |
11/25/2024 | Arvest Bank Trust Division | 932 | $0.46M | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 18,516 | $9.14M | 0.2% | +512.1% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 86,327 | $44.96M | 0.3% | +1.0% | 0.009% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 2,420 | $1.20M | 0.1% | -9.3% | 0.000% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 16,118 | $7.96M | 0.3% | -3.7% | 0.002% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 1,234 | $0.61M | 0.2% | N/A | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 9,345 | $4.61M | 0.4% | +1.7% | 0.001% | |
11/21/2024 | SkyView Investment Advisors LLC | 5,035 | $2.49M | 0.4% | +4.2% | 0.001% | |
11/20/2024 | Morse Asset Management Inc | 9,089 | $4.49M | 1.0% | -2.8% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 3,105 | $1.53M | 0.1% | +18.5% | 0.000% | |
11/20/2024 | Advisory Resource Group | 2,276 | $1.12M | 0.2% | +1.3% | 0.000% | |
11/20/2024 | Passumpsic Savings Bank | 4,990 | $2.46M | 1.6% | +2.9% | 0.001% | |
11/19/2024 | McIlrath & Eck LLC | 418 | $0.21M | 0.0% | -47.4% | 0.000% | |
11/19/2024 | Invst LLC | 660 | $0.33M | 0.0% | -20.4% | 0.000% | |
11/19/2024 | Citizens Business Bank | 8,794 | $4.34M | 0.9% | -1.2% | 0.001% | |
11/19/2024 | Discipline Wealth Solutions LLC | 994 | $0.49M | 0.3% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 442,429 | $218.47M | 0.7% | -4.0% | 0.048% | |
11/19/2024 | Unigestion Holding SA | 140,678 | $69.44M | 3.4% | +88.5% | 0.015% | |
11/19/2024 | TCW Group Inc. | 370,403 | $182.91M | 1.6% | -1.6% | 0.040% | |
11/18/2024 | Soltis Investment Advisors LLC | 14,419 | $7.12M | 0.7% | +5.9% | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 7,928 | $3.92M | 0.3% | -0.8% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 20,088 | $9.92M | 0.3% | +10.5% | 0.002% | |
11/18/2024 | Virtue Capital Management LLC | 2,241 | $1.11M | 0.2% | -4.4% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 1,482 | $0.73M | 0.3% | +6.3% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 3,513 | $1.73M | 0.1% | N/A | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 142,262 | $70.25M | 0.6% | -6.0% | 0.015% | |
11/18/2024 | Sunbelt Securities Inc. | 9,665 | $4.77M | 0.5% | +4.8% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 426,754 | $210.73M | 0.4% | -4.8% | 0.046% | |
11/18/2024 | Empire Financial Management Company LLC | 2,533 | $1.25M | 0.4% | +5.2% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 3,037 | $1.50M | 0.5% | -74.6% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 1,712 | $0.85M | 0.3% | +12.2% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 27,457 | $13.66M | 0.3% | +19.5% | 0.003% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 3,754 | $1.85M | 0.9% | -10.8% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 3,683 | $1.82M | 1.7% | +3.0% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 9,357 | $4.62M | 1.1% | +3.2% | 0.001% | |
11/18/2024 | McCarthy Asset Management Inc. | 2,476 | $1.22M | 0.8% | -6.5% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 18,375,053 | $9.04B | 0.7% | +2.5% | 2.002% | |
11/15/2024 | Valued Retirements Inc. | 525 | $0.26M | 0.4% | N/A | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 598 | $0.30M | 0.1% | -24.6% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 2,381 | $1.18M | 0.2% | -46.6% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 3,962 | $1.96M | 0.7% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 29,595 | $14.61M | 0.5% | -16.6% | 0.003% | |
11/15/2024 | Conway Capital Management Inc. | 20,027 | $9.89M | 4.8% | N/A | 0.002% | |
11/15/2024 | Resources Management Corp CT ADV | 4,108 | $2.03M | 0.3% | +19.0% | 0.000% | |
11/15/2024 | M&T Bank Corp | 442,429 | $218.47M | 0.6% | -4.0% | 0.048% | |
11/15/2024 | Marshfield Associates | 551,916 | $272.54M | 5.8% | +0.6% | 0.060% | |
11/15/2024 | Executive Wealth Management LLC | 14,462 | $7.14M | 0.6% | +0.6% | 0.002% | |
11/15/2024 | Guardian Wealth Management Inc. | 4,129 | $2.04M | 1.4% | +1.5% | 0.000% | |
11/15/2024 | Abel Hall LLC | 961 | $0.48M | 0.3% | -4.9% | 0.000% | |
11/15/2024 | Raelipskie Partnership | 110 | $54K | 0.0% | +120.0% | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 4,412 | $2.30M | 0.3% | +4.6% | 0.000% | |
11/15/2024 | LRI Investments LLC | 2,312 | $1.20M | 0.1% | +3.1% | 0.000% | |
11/15/2024 | Gordian Capital Singapore Pte Ltd | 5,906 | $2.92M | 1.1% | -6.7% | 0.001% | |
11/15/2024 | Peloton Wealth Strategists | 16,912 | $8.35M | 3.3% | -5.3% | 0.002% | |
11/15/2024 | Geller Advisors LLC | 7,957 | $3.93M | 0.3% | -21.9% | 0.001% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 4,238 | $2.09M | 0.5% | +2.4% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 3,286 | $1.64M | 0.1% | +43.5% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 435,485 | $215.04M | 0.9% | +6.5% | 0.047% | |
11/15/2024 | SGL Investment Advisors Inc. | 11,775 | $6.13M | 3.1% | N/A | 0.001% | |
11/15/2024 | EWA LLC | 1,019 | $0.53M | 0.2% | +11.6% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 4,376 | $2.16M | 0.2% | -11.2% | 0.000% | |
11/15/2024 | Groupama Asset Managment | 19,897 | $9.83M | 0.2% | +3.5% | 0.002% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 698,210 | $344.78M | 1.1% | +0.7% | 0.076% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 1,398 | $0.69M | 0.2% | +1.5% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 162,932 | $80.46M | 0.3% | +2.9% | 0.018% | |
11/15/2024 | First National Bank of Omaha | 13,549 | $6.69M | 0.4% | -7.9% | 0.001% | |
11/15/2024 | Legacy Investment Solutions LLC | 105 | $55K | 0.0% | N/A | 0.000% | |
11/15/2024 | Headinvest LLC | 5,257 | $2.60M | 0.5% | +2.5% | 0.001% | |
11/15/2024 | Kimelman & Baird LLC | 84,831 | $41.89M | 3.3% | -0.9% | 0.009% | |
11/15/2024 | Northeast Financial Consultants Inc | 9,944 | $4.91M | 0.2% | -2.7% | 0.001% | |
11/15/2024 | MCIA Inc | 412 | $0.22M | 0.0% | N/A | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 57,644 | $28.46M | 0.6% | +2.1% | 0.006% | |
11/15/2024 | XTX Topco Ltd | 4,093 | $2.02M | 0.1% | -30.3% | 0.000% | |
11/15/2024 | Zacks Investment Management | 43,748 | $21.60M | 0.2% | +2.1% | 0.005% | |
11/15/2024 | Zega Financial LLC | 442 | $0.22M | 0.0% | N/A | 0.000% | |
11/15/2024 | Zurich Insurance Group Ltd FI | 319,804 | $157.92M | 1.3% | +20.4% | 0.035% | |
11/15/2024 | iSAM Funds UK Ltd | 465 | $0.23M | 0.1% | N/A | 0.000% | |
11/15/2024 | DF Dent & Co. Inc. | 411,510 | $203.20M | 2.5% | -3.1% | 0.045% | |
11/15/2024 | National Bank of Canada FI | 738,751 | $364.84M | 0.4% | +46.7% | 0.080% | |
11/15/2024 | Hendershot Investments Inc. | 35,215 | $17.39M | 2.4% | +1.9% | 0.004% | |
11/15/2024 | Castleark Management LLC | 130,769 | $64.57M | 2.6% | -1.7% | 0.014% | |
11/15/2024 | Goldstream Capital Management Ltd | 842 | $0.42M | 0.1% | +45.2% | 0.000% | |