11/5/2024 | Victory Capital Management Inc. | 1,035,627 | $213.93M | 0.2% | -6.5% | 0.114% | |
11/5/2024 | Aptus Capital Advisors LLC | 7,681 | $1.59M | 0.0% | +10.3% | 0.001% | |
11/5/2024 | Commonwealth Retirement Investments LLC | 15,020 | $3.10M | 1.3% | +1.5% | 0.002% | |
11/5/2024 | First Heartland Consultants Inc. | 1,009 | $0.21M | 0.0% | N/A | 0.000% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 18,048 | $3.73M | 0.1% | -13.4% | 0.002% | |
11/5/2024 | Savvy Advisors Inc. | 5,071 | $1.05M | 0.2% | +105.6% | 0.001% | |
11/5/2024 | Ashton Thomas Private Wealth LLC | 3,289 | $0.68M | 0.0% | +7.8% | 0.000% | |
11/5/2024 | Rakuten Securities Inc. | 127 | $26K | 0.0% | -65.1% | 0.000% | |
11/5/2024 | Sumitomo Mitsui Trust Group Inc. | 2,269,813 | $468.88M | 0.3% | +1.8% | 0.249% | |
11/5/2024 | Baillie Gifford & Co. | 2,884,380 | $595.83M | 0.4% | -3.0% | 0.316% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 25,714 | $5.31M | 0.1% | -66.0% | 0.003% | |
11/5/2024 | Patron Partners LLC | 4,142 | $0.86M | 0.5% | -1.2% | 0.000% | |
11/5/2024 | WealthPlan Investment Management LLC | 51,708 | $10.68M | 1.1% | +4.9% | 0.006% | |
11/5/2024 | First National Trust Co | 39,072 | $8.07M | 0.3% | -1.7% | 0.004% | |
11/5/2024 | WealthPLAN Partners LLC | 23,213 | $4.80M | 0.6% | -19.6% | 0.003% | |
11/5/2024 | GSA Capital Partners LLP | 4,222 | $0.87M | 0.1% | N/A | 0.000% | |
11/5/2024 | Harbour Investments Inc. | 3,171 | $0.66M | 0.0% | -3.9% | 0.000% | |
11/5/2024 | Apollon Wealth Management LLC | 34,185 | $7.06M | 0.2% | +0.9% | 0.004% | |
11/5/2024 | WCM Investment Management LLC | 10,836 | $2.27M | 0.0% | +365.3% | 0.001% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 3,851 | $0.80M | 0.1% | +10.2% | 0.000% | |
11/4/2024 | Laffer Tengler Investments Inc. | 32,188 | $6.65M | 1.3% | +2.5% | 0.004% | |
11/4/2024 | Versor Investments LP | 4,438 | $0.92M | 0.1% | N/A | 0.000% | |
11/4/2024 | Venturi Wealth Management LLC | 75,009 | $15.50M | 0.8% | -2.7% | 0.008% | |
11/4/2024 | Core Wealth Partners LLC | 1,285 | $0.27M | 0.2% | -7.9% | 0.000% | |
11/4/2024 | Chartwell Investment Partners LLC | 54,201 | $11.20M | 0.4% | +7.3% | 0.006% | |
11/4/2024 | Patten & Patten Inc. TN | 57,935 | $11.97M | 0.8% | -0.6% | 0.006% | |
11/4/2024 | Diamond Hill Capital Management Inc. | 3,110,066 | $642.45M | 2.6% | -0.7% | 0.341% | |
11/4/2024 | Kennebec Savings Bank | 579 | $0.12M | 0.1% | N/A | 0.000% | |
11/4/2024 | Los Angeles Capital Management LLC | 19,559 | $4.04M | 0.0% | +200.8% | 0.002% | |
11/4/2024 | Arvest Investments Inc. | 8,933 | $1.85M | 0.3% | -12.3% | 0.001% | |
11/4/2024 | Jensen Investment Management Inc. | 1,861,240 | $384.48M | 3.2% | -14.4% | 0.204% | |
11/4/2024 | State of New Jersey Common Pension Fund D | 333,304 | $68.85M | 0.3% | -0.2% | 0.037% | |
11/4/2024 | Crossmark Global Holdings Inc. | 148,545 | $30.69M | 0.5% | -1.3% | 0.016% | |
11/4/2024 | Baker Avenue Asset Management LP | 72,344 | $14.94M | 0.5% | +26.4% | 0.008% | |
11/4/2024 | Colonial River Investments LLC | 3,514 | $0.73M | 0.4% | -47.5% | 0.000% | |
11/4/2024 | Mayflower Financial Advisors LLC | 5,469 | $1.13M | 0.2% | +1.5% | 0.001% | |
11/4/2024 | Legacy Capital Wealth Partners LLC | 3,942 | $0.81M | 0.1% | -10.1% | 0.000% | |
11/4/2024 | Axxcess Wealth Management LLC | 16,440 | $3.40M | 0.1% | -11.4% | 0.002% | |
11/4/2024 | Disciplined Investments LLC | 3,767 | $0.78M | 0.4% | -11.3% | 0.000% | |
11/4/2024 | Sigma Planning Corp | 12,879 | $2.66M | 0.1% | -13.6% | 0.001% | |
11/4/2024 | Arrow Financial Corp | 3,668 | $0.76M | 0.1% | -9.0% | 0.000% | |
11/2/2024 | Covestor Ltd | 1,326 | $0.27M | 0.2% | -18.4% | 0.000% | |
11/2/2024 | Troy Asset Management Ltd | 183,212 | $37.85M | 1.2% | -7.5% | 0.020% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 8,884 | $1.84M | 0.0% | +10.1% | 0.001% | |
11/2/2024 | XML Financial LLC | 3,090 | $0.64M | 0.1% | +8.5% | 0.000% | |
11/2/2024 | Sustainable Insight Capital Management LLC | 1,452 | $0.30M | 0.1% | N/A | 0.000% | |
11/1/2024 | Proficio Capital Partners LLC | 2,268 | $0.47M | 0.0% | -27.4% | 0.000% | |
11/1/2024 | Atria Investments Inc | 69,694 | $14.40M | 0.2% | -8.6% | 0.008% | |
11/1/2024 | Scott & Selber Inc. | 11,143 | $2.30M | 0.7% | -0.4% | 0.001% | |
11/1/2024 | TCTC Holdings LLC | 70,755 | $14.62M | 0.5% | +1.0% | 0.008% | |
11/1/2024 | Carmel Capital Partners LLC | 1,723 | $0.36M | 0.1% | +9.3% | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 9,165 | $1.89M | 0.2% | -0.9% | 0.001% | |
11/1/2024 | Bridges Investment Management Inc. | 38,020 | $7.85M | 0.1% | -5.4% | 0.004% | |
11/1/2024 | Klingman & Associates LLC | 3,766 | $0.78M | 0.0% | +157.9% | 0.000% | |
11/1/2024 | Assetmark Inc. | 282,201 | $58.29M | 0.2% | +1.3% | 0.031% | |
11/1/2024 | Pegasus Partners Ltd. | 4,112 | $0.85M | 0.1% | -29.6% | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 1,013 | $0.21M | 0.1% | N/A | 0.000% | |
11/1/2024 | Shoker Investment Counsel Inc. | 18,124 | $3.74M | 1.3% | -2.4% | 0.002% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 51,184 | $10.57M | 2.1% | -0.9% | 0.006% | |
11/1/2024 | SpiderRock Advisors LLC | 35,092 | $7.25M | 0.1% | +10.1% | 0.004% | |
11/1/2024 | CWA Asset Management Group LLC | 44,327 | $9.16M | 0.5% | N/A | 0.005% | |
11/1/2024 | Equitable Trust Co. | 5,404 | $1.12M | 0.1% | +1.2% | 0.001% | |
11/1/2024 | AEGON ASSET MANAGEMENT UK Plc | 506,233 | $104.68M | 1.4% | -1.1% | 0.055% | |
11/1/2024 | Leavell Investment Management Inc. | 30,157 | $6.23M | 0.3% | -0.2% | 0.003% | |
11/1/2024 | Fiera Capital Corp | 18,975 | $3.92M | 0.0% | +12.5% | 0.002% | |
11/1/2024 | Hollencrest Capital Management | 2,510 | $0.52M | 0.0% | +15.1% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 1,818 | $0.38M | 0.1% | +2.9% | 0.000% | |
11/1/2024 | Capital Performance Advisors LLP | 189 | $39K | 0.0% | N/A | 0.000% | |
11/1/2024 | Physicians Financial Services Inc. | 6,699 | $1.38M | 0.4% | -5.6% | 0.001% | |
11/1/2024 | Granite Group Advisors LLC | 13,077 | $2.70M | 1.7% | -1.2% | 0.001% | |
11/1/2024 | Philip James Wealth Mangement LLC | 5,200 | $1.07M | 0.1% | +335.5% | 0.001% | |
11/1/2024 | Stiles Financial Services Inc | 17,356 | $3.59M | 1.3% | +0.5% | 0.002% | |
11/1/2024 | Palmer Knight Co | 28,049 | $5.79M | 2.5% | -0.8% | 0.003% | |
11/1/2024 | AIA Group Ltd | 367,038 | $75.82M | 2.0% | -2.9% | 0.040% | |
11/1/2024 | Summit Global Investments | 3,059 | $0.63M | 0.0% | -4.4% | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 6,344 | $1.31M | 0.5% | -35.1% | 0.001% | |
10/31/2024 | Trinity Legacy Partners LLC | 2,741 | $0.57M | 0.1% | +18.6% | 0.000% | |
10/31/2024 | Portside Wealth Group LLC | 5,352 | $1.11M | 0.2% | -11.4% | 0.001% | |
10/31/2024 | Consolidated Planning Corp | 1,819 | $0.38M | 0.1% | +44.9% | 0.000% | |
10/31/2024 | Western Pacific Wealth Management LP | 546 | $0.11M | 0.1% | -24.1% | 0.000% | |
10/31/2024 | Valley Brook Capital Group Inc. | 2,470 | $0.51M | 0.4% | -8.9% | 0.000% | |
10/31/2024 | Olstein Capital Management L.P. | 20,500 | $4.24M | 0.7% | -4.7% | 0.002% | |
10/31/2024 | Washington Trust Bank | 1,693 | $0.35M | 0.0% | N/A | 0.000% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 4,682 | $0.97M | 0.5% | -7.7% | 0.001% | |
10/31/2024 | Montecito Bank & Trust | 1,472 | $0.30M | 0.1% | -27.2% | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 1,139,043 | $235.29M | 0.1% | -13.7% | 0.125% | |
10/31/2024 | Wilkinson Global Asset Management LLC | 388,853 | $80.33M | 4.8% | +10.8% | 0.043% | |
10/31/2024 | Graypoint LLC | 31,012 | $6.41M | 0.4% | +1.1% | 0.003% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 1,159 | $0.24M | 0.2% | N/A | 0.000% | |
10/31/2024 | Wealth Architects LLC | 2,275 | $0.47M | 0.1% | +4.1% | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 9,705 | $2.01M | 0.2% | -1.6% | 0.001% | |
10/31/2024 | M&G PLC | 52,342 | $10.84M | 0.1% | +4.4% | 0.006% | |
10/31/2024 | Smart Portfolios LLC | 4,165 | $0.86M | 0.9% | -1.7% | 0.000% | |
10/31/2024 | Spinnaker Trust | 51,831 | $10.71M | 0.7% | -3.6% | 0.006% | |
10/31/2024 | Concurrent Investment Advisors LLC | 18,847 | $3.89M | 0.1% | +18.6% | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 201,196 | $41.56M | 1.4% | -7.3% | 0.022% | |
10/30/2024 | Foster & Motley Inc. | 27,601 | $5.70M | 0.4% | -10.0% | 0.003% | |
10/30/2024 | Benchmark Financial Wealth Advisors LLC | 1,742 | $0.36M | 0.1% | +24.5% | 0.000% | |
10/30/2024 | Radnor Capital Management LLC | 6,940 | $1.43M | 0.2% | N/A | 0.001% | |
10/30/2024 | Callahan Advisors LLC | 1,689 | $0.35M | 0.0% | -4.4% | 0.000% | |