12/19/2024 | Independent Solutions Wealth Management LLC | 23,526 | $10.12M | 2.3% | -2.3% | 0.000% | |
12/18/2024 | IMS Capital Management | 22,246 | $9.57M | 4.3% | +0.1% | 0.000% | |
12/17/2024 | Hiley Hunt Wealth Management | 2,624 | $1.13M | 0.6% | -17.9% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 3,494 | $1.50M | 0.6% | -20.6% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 2,079,323 | $894.73M | 2.8% | -9.6% | 0.028% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 240,100 | $102.28M | 2.8% | -13.3% | 0.003% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 9,819 | $4.23M | 1.6% | +2.6% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 44,895 | $19.32M | 7.1% | +4.5% | 0.001% | |
12/12/2024 | SPX Gestao de Recursos Ltda | 14,300 | $6.15M | 0.8% | N/A | 0.000% | |
12/11/2024 | 1ST Source Bank | 84,509 | $36.36M | 2.1% | -0.8% | 0.001% | |
12/11/2024 | Alternative Investment Advisors LLC. | 4,735 | $2.04M | 1.1% | -53.3% | 0.000% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 2,887 | $1.24M | 0.5% | -3.2% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 23,905 | $10.29M | 2.8% | +3.5% | 0.000% | |
12/10/2024 | Garden State Investment Advisory Services LLC | 13,488 | $5.81M | 1.7% | +4.6% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 1,933 | $0.83M | 0.8% | N/A | 0.000% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 3,377 | $1.50M | 0.9% | +0.8% | 0.000% | |
12/9/2024 | FFG Partners LLC | 41,266 | $17.76M | 6.1% | +1.6% | 0.001% | |
12/6/2024 | Logan Capital Management Inc. | 194,681 | $83.77M | 3.5% | -2.1% | 0.003% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 8,109 | $3.49M | 2.3% | -0.9% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 2,691,421 | $1.16B | 4.3% | -6.1% | 0.036% | |
12/3/2024 | Garde Capital Inc. | 115,348 | $49.63M | 3.3% | -0.1% | 0.002% | |
12/3/2024 | Denver PWM LLC | 1,966 | $0.85M | 0.3% | -15.4% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 2,569 | $1.11M | 0.6% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 225,956 | $95.68M | 10.7% | N/A | 0.003% | |
12/2/2024 | Capasso Planning Partners LLC | 6,194 | $2.67M | 0.8% | -9.1% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 21,151 | $9.10M | 2.5% | +18.0% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 6,768 | $2.91M | 0.3% | -11.5% | 0.000% | |
11/29/2024 | American Trust | 41,620 | $17.91M | 1.5% | +12.5% | 0.001% | |
11/29/2024 | Old North State Trust LLC | 14,282 | $6.15M | 5.0% | +15.4% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 38,420,657 | $16.10B | 4.5% | +1.1% | 0.517% | |
11/26/2024 | Decatur Capital Management Inc. | 53,007 | $22.81M | 10.5% | +15.7% | 0.001% | |
11/26/2024 | Asset Advisors Investment Management LLC | 183,781 | $79.08M | 8.2% | -3.3% | 0.002% | |
11/26/2024 | Peapack Gladstone Financial Corp | 508,110 | $218.64M | 3.2% | -1.2% | 0.007% | |
11/25/2024 | Synovus Financial Corp | 445,759 | $191.81M | 2.2% | +8.3% | 0.006% | |
11/25/2024 | Castellan Group | 21,154 | $9.10M | 3.8% | +5.2% | 0.000% | |
11/25/2024 | Optimist Retirement Group LLC | 16,219 | $6.98M | 3.1% | +187.7% | 0.000% | |
11/25/2024 | Blankinship & Foster LLC | 36,269 | $15.61M | 2.6% | +1,972.5% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 24,408 | $10.50M | 3.1% | -3.5% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 425,374 | $183.04M | 3.3% | +52.7% | 0.006% | |
11/25/2024 | Arvest Bank Trust Division | 34,388 | $14.80M | 0.9% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 67,962 | $29.24M | 2.4% | -0.9% | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 153,683 | $66.13M | 1.6% | +180.1% | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 1,001,133 | $417.47M | 2.6% | +12.6% | 0.013% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 82,808 | $35.63M | 2.2% | +3.1% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 374,660 | $161.22M | 5.2% | -4.8% | 0.005% | |
11/22/2024 | Capstone Capital LLC | 1,667 | $0.72M | 0.6% | +5.8% | 0.000% | |
11/22/2024 | Boyar Asset Management Inc. | 46,294 | $19.92M | 12.8% | -3.6% | 0.001% | |
11/22/2024 | Sculati Wealth Management LLC | 21,599 | $9.09M | 3.7% | +4.4% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 15,611 | $6.72M | 2.7% | N/A | 0.000% | |
11/22/2024 | Saratoga Research & Investment Management | 359,519 | $154.70M | 6.8% | +1.3% | 0.005% | |
11/22/2024 | Fulcrum Equity Management | 1,656 | $0.71M | 0.6% | -31.9% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 101,089 | $43.50M | 4.1% | +1.7% | 0.001% | |
11/21/2024 | Tudor Financial Inc. | 4,119 | $1.77M | 1.1% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 23,322 | $10.04M | 4.9% | -5.2% | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 97,894 | $41.89M | 7.4% | +16.4% | 0.001% | |
11/21/2024 | Wealthquest Corp | 11,709 | $4.93M | 0.4% | -1.9% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 11,184 | $4.82M | 0.8% | +2.3% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 7,663 | $3.30M | 4.1% | +5.8% | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 67,404 | $29M | 6.3% | +42.4% | 0.001% | |
11/20/2024 | Diamant Asset Management Inc. | 28,070 | $12.08M | 7.6% | -1.4% | 0.000% | |
11/20/2024 | Virtu Financial LLC | 18,990 | $8.17M | 0.4% | -69.8% | 0.000% | |
11/20/2024 | Advisory Resource Group | 7,141 | $3.07M | 0.7% | -0.9% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 159,258 | $68.53M | 8.1% | -17.3% | 0.002% | |
11/20/2024 | Passumpsic Savings Bank | 2,832 | $1.22M | 0.8% | +69.0% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 124,788 | $53.70M | 6.9% | +18.3% | 0.002% | |
11/19/2024 | Invst LLC | 14,600 | $6.28M | 0.8% | -5.1% | 0.000% | |
11/19/2024 | Citizens Business Bank | 25,102 | $10.80M | 2.2% | -2.2% | 0.000% | |
11/19/2024 | M&T Bank Corp | 2,391,500 | $1.03B | 3.4% | -1.6% | 0.032% | |
11/19/2024 | Unigestion Holding SA | 189,607 | $81.54M | 3.9% | +27.5% | 0.003% | |
11/19/2024 | Second Line Capital LLC | 15,080 | $6.49M | 1.8% | +6.3% | 0.000% | |
11/19/2024 | TCW Group Inc. | 1,555,094 | $669.16M | 5.8% | +10.0% | 0.021% | |
11/19/2024 | Hohimer Wealth Management LLC | 69,454 | $29.89M | 6.4% | -3.7% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 146,290 | $62.95M | 6.1% | +4.1% | 0.002% | |
11/18/2024 | Rehmann Capital Advisory Group | 45,803 | $19.73M | 1.3% | -2.5% | 0.001% | |
11/18/2024 | Main Line Retirement Advisors LLC | 2,616 | $1.13M | 0.8% | +1.9% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 124,974 | $53.78M | 1.5% | +4.3% | 0.002% | |
11/18/2024 | Hobbs Group Advisors LLC | 5,483 | $2.32M | 0.8% | +1.7% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 22,468 | $9.67M | 1.9% | -20.4% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 11,705 | $5.04M | 2.0% | +0.4% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 39,170 | $16.79M | 1.4% | N/A | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 1,142,688 | $491.70M | 4.3% | -2.6% | 0.015% | |
11/18/2024 | Asset Allocation Strategies LLC | 705 | $0.30M | 0.1% | +13.2% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 40,586 | $17.46M | 1.7% | +4.4% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 4,074,497 | $1.75B | 3.1% | -17.2% | 0.055% | |
11/18/2024 | Continental Investors Services Inc. | 2,983 | $1.26M | 2.6% | +2.2% | 0.000% | |
11/18/2024 | Empire Financial Management Company LLC | 27,847 | $11.98M | 3.7% | -5.3% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 22,407 | $9.64M | 3.4% | -37.5% | 0.000% | |
11/18/2024 | Neo Ivy Capital Management | 9,132 | $3.93M | 1.3% | -38.1% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 15,667 | $6.74M | 3.3% | +1.2% | 0.000% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 8,593 | $3.70M | 2.5% | -1.2% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 11,222 | $4.83M | 2.0% | -6.4% | 0.000% | |
11/18/2024 | Unconventional Investor LLC | 604 | $0.26M | 0.2% | +14.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 876,472 | $377.06M | 8.1% | +3.0% | 0.012% | |
11/18/2024 | Gould Capital LLC | 10,542 | $4.54M | 3.0% | -0.9% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 32,394 | $13.94M | 6.8% | +0.7% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 22,005 | $9.47M | 9.0% | +23.0% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 25,346 | $10.91M | 2.5% | +0.6% | 0.000% | |
11/18/2024 | Orion Capital Management LLC | 11,676 | $5.02M | 2.4% | -2.2% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 5,022 | $2.14M | 3.2% | -11.7% | 0.000% | |
11/18/2024 | McCarthy Asset Management Inc. | 1,242 | $0.54M | 0.3% | -24.4% | 0.000% | |