12/19/2024 | Independent Solutions Wealth Management LLC | 105,906 | $12.86M | 2.9% | -1.2% | 0.000% | |
12/18/2024 | IMS Capital Management | 75,780 | $9.20M | 4.1% | -0.2% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 18,564 | $2.25M | 0.9% | +24.6% | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 9,063,701 | $1.10B | 3.4% | -4.5% | 0.037% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 1,123,345 | $136.97M | 3.8% | -18.1% | 0.005% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 2,845 | $0.35M | 0.1% | +53.0% | 0.000% | |
12/12/2024 | Legacy Wealth Management LLC MS | 42,765 | $5.19M | 1.9% | +60.5% | 0.000% | |
12/12/2024 | SPX Gestao de Recursos Ltda | 128,063 | $15.55M | 2.1% | +3.7% | 0.001% | |
12/11/2024 | 1ST Source Bank | 83,587 | $10.15M | 0.6% | -2.4% | 0.000% | |
12/11/2024 | Alternative Investment Advisors LLC. | 19,571 | $2.38M | 1.2% | +15.0% | 0.000% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 27,750 | $3.37M | 1.2% | -14.3% | 0.000% | |
12/10/2024 | DGS Capital Management LLC | 78,760 | $9.57M | 2.6% | +3.6% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 5,570 | $0.68M | 0.6% | N/A | 0.000% | |
12/9/2024 | Milestone Resources Group Ltd | 3,387,855 | $411.42M | 14.3% | -22.8% | 0.014% | |
12/6/2024 | Logan Capital Management Inc. | 153,400 | $18.63M | 0.8% | -3.0% | 0.001% | |
12/6/2024 | Retirement Systems of Alabama | 8,928,450 | $1.08B | 4.1% | -4.0% | 0.036% | |
12/4/2024 | Dantai Capital Ltd | 42,680 | $5.18M | 6.6% | -14.6% | 0.000% | |
12/3/2024 | Oddo BHF Asset Management Sas | 623,542 | $75.72M | 3.8% | N/A | 0.003% | |
12/3/2024 | Garde Capital Inc. | 50,494 | $6.13M | 0.4% | -12.6% | 0.000% | |
12/3/2024 | Denver PWM LLC | 11,105 | $1.35M | 0.5% | -9.0% | 0.000% | |
12/3/2024 | Boulder Wealth Advisors LLC | 5,605 | $0.68M | 0.4% | N/A | 0.000% | |
12/3/2024 | Oriental Harbor Investment Fund | 2,082,310 | $252.88M | 28.3% | N/A | 0.009% | |
12/2/2024 | Capasso Planning Partners LLC | 6,277 | $0.76M | 0.2% | +2.0% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 34,893 | $4.24M | 1.2% | +6.2% | 0.000% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 23,263 | $2.83M | 0.2% | +32.8% | 0.000% | |
11/29/2024 | American Trust | 58,268 | $7.08M | 0.6% | +97.2% | 0.000% | |
11/29/2024 | Old North State Trust LLC | 44,870 | $5.45M | 4.4% | -0.3% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 108,496,915 | $13.18B | 3.7% | -1.0% | 0.443% | |
11/26/2024 | Decatur Capital Management Inc. | 195,727 | $23.77M | 10.9% | +0.1% | 0.001% | |
11/26/2024 | Asset Advisors Investment Management LLC | 81,453 | $9.89M | 1.0% | +0.4% | 0.000% | |
11/26/2024 | Tri Ri Asset Management Corp | 40,969 | $4.98M | 2.5% | N/A | 0.000% | |
11/26/2024 | Peapack Gladstone Financial Corp | 324,348 | $39.39M | 0.6% | +6.8% | 0.001% | |
11/25/2024 | Synovus Financial Corp | 1,215,693 | $147.64M | 1.7% | +10.3% | 0.005% | |
11/25/2024 | Castellan Group | 53,843 | $6.54M | 2.7% | +3.9% | 0.000% | |
11/25/2024 | Cim Investment Management Inc. | 111,512 | $13.54M | 4.0% | -3.9% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 432,266 | $52.49M | 0.9% | +79.7% | 0.002% | |
11/25/2024 | Arvest Bank Trust Division | 32,619 | $3.96M | 0.2% | N/A | 0.000% | |
11/25/2024 | Sfmg LLC | 145,698 | $17.69M | 1.4% | -0.9% | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 2,957,600 | $359.17M | 2.3% | +1,097.5% | 0.012% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 330,924 | $40.19M | 1.3% | +1.1% | 0.001% | |
11/22/2024 | Capstone Capital LLC | 3,795 | $0.46M | 0.4% | +27.3% | 0.000% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 32,068 | $3.89M | 1.6% | N/A | 0.000% | |
11/22/2024 | Fulcrum Equity Management | 11,968 | $1.45M | 1.2% | +20.4% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 65,593 | $7.97M | 0.8% | -10.1% | 0.000% | |
11/21/2024 | Tudor Financial Inc. | 11,854 | $1.44M | 0.9% | N/A | 0.000% | |
11/21/2024 | Chelsea Counsel Co. | 6,915 | $0.84M | 0.4% | -21.3% | 0.000% | |
11/21/2024 | Wealthquest Corp | 18,037 | $2.11M | 0.2% | +2.4% | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 130,903 | $15.90M | 2.6% | +0.5% | 0.001% | |
11/21/2024 | Aldebaran Financial Inc. | 20,757 | $2.52M | 3.1% | -1.6% | 0.000% | |
11/21/2024 | Tri Ri Asset Management Corp | 10,253 | $1.25M | 1.4% | N/A | 0.000% | |
11/20/2024 | Morse Asset Management Inc | 202,054 | $24.54M | 5.3% | +0.7% | 0.001% | |
11/20/2024 | Diamant Asset Management Inc. | 2,030 | $0.25M | 0.2% | N/A | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 36,810 | $4.17M | 0.9% | -1.6% | 0.000% | |
11/20/2024 | Advisory Resource Group | 17,620 | $2.14M | 0.5% | +6.1% | 0.000% | |
11/20/2024 | Bard Financial Services Inc. | 80,825 | $9.82M | 1.2% | -54.1% | 0.000% | |
11/20/2024 | Passumpsic Savings Bank | 34,223 | $4.16M | 2.7% | -1.3% | 0.000% | |
11/19/2024 | McIlrath & Eck LLC | 20,365 | $2.47M | 0.3% | +18.7% | 0.000% | |
11/19/2024 | Invst LLC | 46,626 | $5.66M | 0.7% | -13.5% | 0.000% | |
11/19/2024 | Citizens Business Bank | 170,268 | $20.68M | 4.2% | -7.7% | 0.001% | |
11/19/2024 | Discipline Wealth Solutions LLC | 6,523 | $0.79M | 0.4% | N/A | 0.000% | |
11/19/2024 | M&T Bank Corp | 3,858,775 | $468.61M | 1.5% | +5.1% | 0.016% | |
11/19/2024 | Unigestion Holding SA | 67,400 | $8.19M | 0.4% | +928.9% | 0.000% | |
11/19/2024 | Second Line Capital LLC | 19,262 | $2.34M | 0.6% | -2.6% | 0.000% | |
11/19/2024 | TCW Group Inc. | 7,202,802 | $874.71M | 7.6% | -2.9% | 0.029% | |
11/19/2024 | Hohimer Wealth Management LLC | 42,986 | $5.22M | 1.1% | -11.7% | 0.000% | |
11/18/2024 | Soltis Investment Advisors LLC | 217,869 | $26.46M | 2.5% | -1.6% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 119,564 | $14.54M | 1.0% | +4.9% | 0.000% | |
11/18/2024 | Main Line Retirement Advisors LLC | 5,341 | $0.65M | 0.4% | +17.9% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 238,230 | $28.93M | 0.8% | -10.8% | 0.001% | |
11/18/2024 | Hobbs Group Advisors LLC | 11,034 | $1.34M | 0.5% | +8.9% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 80,974 | $9.83M | 4.0% | +3.6% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 194,968 | $23.51M | 2.0% | N/A | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 3,728,893 | $452.84M | 3.9% | -2.3% | 0.015% | |
11/18/2024 | Asset Allocation Strategies LLC | 6,944 | $0.84M | 0.2% | +38.1% | 0.000% | |
11/18/2024 | Sunbelt Securities Inc. | 341,655 | $41.49M | 4.1% | -3.4% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 13,865,252 | $1.68B | 3.0% | -16.8% | 0.057% | |
11/18/2024 | Empire Financial Management Company LLC | 18,243 | $2.22M | 0.7% | -19.2% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 111,878 | $13.59M | 4.8% | +2.3% | 0.000% | |
11/18/2024 | Neo Ivy Capital Management | 32,486 | $3.95M | 1.3% | -39.8% | 0.000% | |
11/18/2024 | Financial Avengers Inc. | 206,503 | $25.08M | 12.3% | -2.9% | 0.001% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 1,546 | $0.19M | 0.1% | -14.9% | 0.000% | |
11/18/2024 | Brown Financial Advisors | 34,822 | $4.23M | 1.7% | +16.4% | 0.000% | |
11/18/2024 | Unconventional Investor LLC | 11,224 | $1.36M | 0.9% | -3.4% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 630,057 | $78.34M | 1.7% | +13.0% | 0.003% | |
11/18/2024 | Gould Capital LLC | 2,563 | $0.31M | 0.2% | +10.7% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 77,577 | $9.42M | 4.6% | +17.8% | 0.000% | |
11/18/2024 | Synergy Financial Group LTD | 68,573 | $8.33M | 7.9% | +0.1% | 0.000% | |
11/18/2024 | GG Group Ventures LLC | 23,785 | $2.89M | 4.3% | -8.7% | 0.000% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 21,039 | $2.56M | 0.5% | +5.4% | 0.000% | |
11/18/2024 | First Dallas Securities Inc. | 207,314 | $25.18M | 10.5% | +0.3% | 0.001% | |
11/18/2024 | JDM Financial Group LLC | 10,871 | $1.44M | 0.8% | -1.2% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 546,079,492 | $66.10B | 5.4% | +2.2% | 2.226% | |
11/15/2024 | MidWestOne Financial Group Inc. | 8,029 | $0.98M | 0.1% | -30.4% | 0.000% | |
11/15/2024 | Goodman Advisory Group LLC | 88,524 | $10.75M | 3.1% | -11.9% | 0.000% | |
11/15/2024 | Greenwood Gearhart Inc. | 267,472 | $32.48M | 2.7% | +15.2% | 0.001% | |
11/15/2024 | Valued Retirements Inc. | 7,134 | $0.87M | 1.2% | N/A | 0.000% | |
11/15/2024 | 3Chopt Investment Partners LLC | 159,780 | $19.41M | 6.9% | +6.2% | 0.001% | |
11/15/2024 | Sender Co & Partners Inc. | 1,704 | $0.21M | 0.3% | N/A | 0.000% | |
11/15/2024 | Frisch Financial Group Inc. | 27,451 | $3.33M | 1.0% | -0.9% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 49,400 | $6M | 1.2% | -3.4% | 0.000% | |