12/19/2024 | Independent Solutions Wealth Management LLC | 3,361 | $572K | 0.1% | +27.2% | 0.000% | |
12/16/2024 | SMART Wealth LLC | 2,256 | $384K | 0.2% | -7.5% | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 68,812 | $11.65M | 0.3% | -7.8% | 0.005% | |
12/12/2024 | Brass Tax Wealth Management Inc. | 2,660 | $452K | 0.2% | +8.7% | 0.000% | |
12/11/2024 | 1ST Source Bank | 70,320 | $11.96M | 0.7% | -0.1% | 0.005% | |
12/6/2024 | Logan Capital Management Inc. | 102,941 | $17.51M | 0.7% | -2.2% | 0.008% | |
|
12/6/2024 | Retirement Systems of Alabama | 657,482 | $111.81M | 0.4% | +22.1% | 0.048% | |
12/3/2024 | Garde Capital Inc. | 3,009 | $512K | 0.0% | -2.3% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 12,300 | $2.09M | 0.6% | +12.4% | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 830 | $141K | 0.0% | -7.9% | 0.000% | |
11/29/2024 | American Trust | 29,191 | $4.96M | 0.4% | -12.1% | 0.002% | |
11/27/2024 | Franklin Resources Inc. | 13,021,316 | $2.29B | 0.6% | +21.1% | 0.949% | |
11/26/2024 | Peapack Gladstone Financial Corp | 422,080 | $71.77M | 1.0% | +1.1% | 0.031% | |
11/25/2024 | Synovus Financial Corp | 125,965 | $21.42M | 0.2% | +5.5% | 0.009% | |
11/25/2024 | Tidal Investments LLC | 75,719 | $12.88M | 0.1% | -13.1% | 0.006% | |
11/25/2024 | Cim Investment Management Inc. | 5,416 | $921K | 0.3% | -1.8% | 0.000% | |
11/25/2024 | Destination Wealth Management | 38,551 | $6.56M | 0.2% | +1.9% | 0.003% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 216,111 | $36.75M | 0.7% | +10.2% | 0.016% | |
11/25/2024 | Arvest Bank Trust Division | 1,827 | $311K | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 70,606 | $12.01M | 0.3% | +14.6% | 0.005% | |
11/25/2024 | Sanctuary Advisors LLC | 262,267 | $42.49M | 0.3% | -4.1% | 0.019% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 38,374 | $6.53M | 0.4% | -5.5% | 0.003% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 125,098 | $21.27M | 0.7% | -4.4% | 0.009% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 9,936 | $1.69M | 0.7% | N/A | 0.001% | |
11/22/2024 | Saratoga Research & Investment Management | 175,383 | $29.82M | 1.3% | -3.3% | 0.013% | |
11/22/2024 | Fulcrum Equity Management | 3,446 | $586K | 0.5% | -7.1% | 0.000% | |
11/21/2024 | Anchor Investment Management LLC | 23,987 | $4.08M | 0.4% | -9.0% | 0.002% | |
11/21/2024 | Tudor Financial Inc. | 3,641 | $619K | 0.4% | N/A | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 16,624 | $2.81M | 0.5% | +3.4% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 9,472 | $1.61M | 0.1% | N/A | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 70,796 | $12.04M | 1.4% | -0.9% | 0.005% | |
11/19/2024 | McIlrath & Eck LLC | 4,289 | $729K | 0.1% | -2.0% | 0.000% | |
11/19/2024 | Invst LLC | 3,003 | $511K | 0.1% | +4.6% | 0.000% | |
11/19/2024 | Citizens Business Bank | 3,821 | $650K | 0.1% | -20.2% | 0.000% | |
11/19/2024 | Unigestion Holding SA | 224,150 | $38.11M | 1.8% | +39.0% | 0.016% | |
11/19/2024 | Second Line Capital LLC | 2,314 | $394K | 0.1% | N/A | 0.000% | |
11/19/2024 | TCW Group Inc. | 397,513 | $67.60M | 0.6% | +0.6% | 0.029% | |
11/18/2024 | Soltis Investment Advisors LLC | 5,831 | $992K | 0.1% | +16.2% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 13,662 | $2.32M | 0.2% | -6.1% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 32,871 | $5.59M | 0.2% | +30.3% | 0.002% | |
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11/18/2024 | Virtue Capital Management LLC | 3,054 | $519K | 0.1% | -6.2% | 0.000% | |
11/18/2024 | Fortem Financial Group LLC | 1,917 | $326K | 0.1% | +6.5% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 12,313 | $2.09M | 0.2% | -21.3% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 103,104 | $17.53M | 0.2% | -5.7% | 0.008% | |
11/18/2024 | Sunbelt Securities Inc. | 20,089 | $3.42M | 0.3% | -6.9% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 777,482 | $132.21M | 0.2% | -9.1% | 0.057% | |
11/18/2024 | Empire Financial Management Company LLC | 11,295 | $1.92M | 0.6% | -34.1% | 0.001% | |
11/18/2024 | Neo Ivy Capital Management | 8,470 | $1.44M | 0.5% | N/A | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 61,563 | $10.46M | 0.2% | +8.2% | 0.004% | |
11/18/2024 | RB Capital Management LLC | 33,316 | $5.67M | 1.3% | -0.2% | 0.002% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 38,271 | $6.51M | 1.2% | -2.2% | 0.003% | |
11/18/2024 | First Dallas Securities Inc. | 2,845 | $484K | 0.2% | -21.9% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 30,497,268 | $5.17B | 0.4% | +1.8% | 2.223% | |
11/15/2024 | Insight Inv LLC | 13,350 | $2.27M | 1.9% | +1.5% | 0.001% | |
11/15/2024 | 3Chopt Investment Partners LLC | 12,713 | $2.16M | 0.8% | -1.3% | 0.001% | |
11/15/2024 | Frisch Financial Group Inc. | 2,531 | $430K | 0.1% | +3.0% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 4,191 | $713K | 0.1% | +4.9% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 4,932 | $839K | 0.3% | N/A | 0.000% | |
11/15/2024 | Vestcor Inc | 171,971 | $29.24M | 0.9% | -11.7% | 0.013% | |
11/15/2024 | Resources Management Corp CT ADV | 73,502 | $12.50M | 1.7% | -0.1% | 0.005% | |
11/15/2024 | Executive Wealth Management LLC | 53,261 | $9.06M | 0.7% | N/A | 0.004% | |
11/15/2024 | Guardian Wealth Management Inc. | 15,300 | $2.60M | 1.8% | +1.5% | 0.001% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 1,266 | $215K | 0.2% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 8,076 | $1.33M | 0.2% | -8.4% | 0.001% | |
11/15/2024 | O Brien Greene & Co. Inc | 1,642 | $279K | 0.1% | -20.6% | 0.000% | |
11/15/2024 | LRI Investments LLC | 9,457 | $1.56M | 0.1% | +20.7% | 0.001% | |
11/15/2024 | PYA Waltman Capital LLC | 16,328 | $2.78M | 0.9% | +6.0% | 0.001% | |
11/15/2024 | Peloton Wealth Strategists | 22,885 | $3.89M | 1.5% | -6.3% | 0.002% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 3,508 | $597K | 0.1% | +7.7% | 0.000% | |
11/15/2024 | Hamilton Capital LLC | 5,107 | $848K | 0.1% | +7.3% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 615,800 | $104.72M | 0.4% | -0.9% | 0.045% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 51,185 | $8.44M | 0.8% | -1.0% | 0.004% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 242,243 | $41.19M | 2.5% | +1.7% | 0.018% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 1,288,634 | $219.13M | 0.7% | +20.4% | 0.094% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 24,948 | $4.24M | 0.3% | +107.8% | 0.002% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 41,615 | $7.08M | 1.8% | +8.6% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 282,361 | $48.02M | 0.2% | -7.6% | 0.021% | |
11/15/2024 | First National Bank of Omaha | 133,912 | $22.77M | 1.5% | -2.2% | 0.010% | |
11/15/2024 | Montchanin Asset Management LLC | 4,055 | $690K | 0.6% | -8.0% | 0.000% | |
11/15/2024 | Dean Investment Associates LLC | 50,909 | $8.66M | 1.2% | +65.9% | 0.004% | |
11/15/2024 | Legacy Investment Solutions LLC | 190 | $31K | 0.0% | N/A | 0.000% | |
11/15/2024 | Headinvest LLC | 45,872 | $7.80M | 1.4% | -1.5% | 0.003% | |
11/15/2024 | Northeast Financial Consultants Inc | 22,995 | $3.91M | 0.2% | -0.4% | 0.002% | |
11/15/2024 | Dunhill Financial LLC | 1,813 | $308K | 0.2% | +8.8% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 124,184 | $21.12M | 0.5% | +2.4% | 0.009% | |
11/15/2024 | XTX Topco Ltd | 23,535 | $4.00M | 0.3% | +127.4% | 0.002% | |
11/15/2024 | Zacks Investment Management | 681,505 | $115.89M | 1.0% | +10.1% | 0.050% | |
11/15/2024 | iSAM Funds UK Ltd | 2,038 | $347K | 0.2% | N/A | 0.000% | |
11/15/2024 | DF Dent & Co. Inc. | 7,873 | $1.34M | 0.0% | -5.0% | 0.001% | |
11/15/2024 | National Bank of Canada FI | 1,649,371 | $280.50M | 0.3% | +32.2% | 0.120% | |
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11/15/2024 | Hendershot Investments Inc. | 106,801 | $18.16M | 2.5% | +1.5% | 0.008% | |
11/15/2024 | Glen Eagle Advisors LLC | 7,724 | $1.31M | 0.2% | -4.9% | 0.001% | |
11/15/2024 | iA Global Asset Management Inc. | 147,668 | $25.11M | 0.4% | -31.7% | 0.011% | |
11/15/2024 | EP Wealth Advisors LLC | 352,809 | $60.00M | 0.5% | +6.3% | 0.026% | |
11/15/2024 | United Services Automobile Association | 320,222 | $54.45M | 1.4% | -24.4% | 0.023% | |
11/15/2024 | Insigneo Advisory Services LLC | 10,585 | $1.80M | 0.2% | -11.0% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 151,592 | $25.78M | 0.2% | +57.8% | 0.011% | |
11/15/2024 | Voya Financial Advisors Inc. | 3,189 | $542K | 0.1% | +19.5% | 0.000% | |
11/15/2024 | Wellington Management Group LLP | 12,098,551 | $2.06B | 0.4% | +2.7% | 0.882% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 276,819 | $47.07M | 0.3% | -15.6% | 0.020% | |