1/17/2025 | Red Door Wealth Management LLC | 7,728 | $9.79M | 1.5% | +4.4% | 0.014% | |
1/17/2025 | Teamwork Financial Advisors LLC | 13,636 | $17.28M | 2.2% | +24.6% | 0.024% | |
1/17/2025 | Janney Montgomery Scott LLC | 16,252 | $20.60M | 0.1% | +27.5% | 0.029% | |
1/17/2025 | SG Americas Securities LLC | 1,355 | $1.72M | 0.0% | -56.1% | 0.002% | |
1/17/2025 | Daymark Wealth Partners LLC | 200 | $254K | 0.0% | +7.0% | 0.000% | |
1/17/2025 | Nisa Investment Advisors LLC | 14,947 | $18.94M | 0.1% | -0.5% | 0.027% | |
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1/17/2025 | Simon Quick Advisors LLC | 278 | $352K | 0.0% | +23.0% | 0.000% | |
1/17/2025 | Atomi Financial Group Inc. | 236 | $299K | 0.0% | +20.4% | 0.000% | |
1/17/2025 | Chesley Taft & Associates LLC | 2,624 | $3.33M | 0.2% | -1.5% | 0.005% | |
1/16/2025 | Legal Advantage Investments Inc. | 6,047 | $7.66M | 4.1% | -3.2% | 0.011% | |
1/16/2025 | Solidarity Wealth LLC | 1,927 | $2.44M | 0.6% | +5.5% | 0.003% | |
1/16/2025 | Aspiriant LLC | 2,013 | $2.55M | 0.1% | +0.6% | 0.004% | |
1/16/2025 | Crossmark Global Holdings Inc. | 2,584 | $3.28M | 0.1% | +20.2% | 0.005% | |
1/16/2025 | Ballentine Partners LLC | 370 | $469K | 0.0% | +4.2% | 0.001% | |
1/16/2025 | Strong Tower Advisory Services | 669 | $848K | 0.2% | +4.4% | 0.001% | |
1/16/2025 | Clarius Group LLC | 400 | $507K | 0.0% | +11.7% | 0.001% | |
1/15/2025 | Oak Ridge Investments LLC | 11,715 | $14.85M | 1.2% | +5.6% | 0.021% | |
1/15/2025 | Aaron Wealth Advisors LLC | 172 | $218K | 0.0% | -7.0% | 0.000% | |
1/15/2025 | BNC Wealth Management LLC | 4,373 | $5.54M | 1.8% | +5.6% | 0.008% | |
1/15/2025 | Smith Salley Wealth Management | 7,599 | $9.63M | 0.6% | +3.9% | 0.014% | |
1/15/2025 | HB Wealth Management LLC | 731 | $927K | 0.0% | +8.0% | 0.001% | |
1/15/2025 | Trust Co. of Vermont | 25 | $32K | 0.0% | +150.0% | 0.000% | |
1/15/2025 | Premier Path Wealth Partners LLC | 478 | $606K | 0.1% | +2.1% | 0.001% | |
1/15/2025 | TrueWealth Advisors LLC | 433 | $549K | 0.2% | +56.9% | 0.001% | |
1/15/2025 | Merit Financial Group LLC | 583 | $739K | 0.0% | +17.8% | 0.001% | |
1/15/2025 | Procyon Advisors LLC | 2,088 | $2.65M | 0.2% | +22.2% | 0.004% | |
1/15/2025 | Empirical Asset Management LLC | 5,815 | $7.37M | 0.2% | +110.2% | 0.010% | |
1/15/2025 | Ritholtz Wealth Management | 198 | $251K | 0.0% | +14.5% | 0.000% | |
1/15/2025 | Carnegie Investment Counsel | 200 | $253K | 0.0% | -16.3% | 0.000% | |
1/15/2025 | Gateway Investment Advisers LLC | 1,127 | $1.43M | 0.0% | +2.6% | 0.002% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 720 | $912K | 0.0% | +45.7% | 0.001% | |
1/14/2025 | Argent Capital Management LLC | 58,408 | $74.02M | 2.1% | -2.2% | 0.104% | |
1/14/2025 | HCR Wealth Advisors | 1,914 | $2.43M | 0.3% | N/A | 0.003% | |
1/14/2025 | CHURCHILL MANAGEMENT Corp | 5,666 | $7.18M | 0.1% | -11.6% | 0.010% | |
1/14/2025 | Rockingstone Advisors LLC | 3,023 | $3.83M | 1.7% | +0.9% | 0.005% | |
1/14/2025 | Moseley Investment Management Inc. | 250 | $317K | 0.1% | +15.2% | 0.000% | |
1/14/2025 | Park Avenue Securities LLC | 926 | $1.17M | 0.0% | +29.9% | 0.002% | |
1/14/2025 | Assenagon Asset Management S.A. | 1,008 | $1.28M | 0.0% | -6.3% | 0.002% | |
1/14/2025 | Fifth Third Wealth Advisors LLC | 496 | $629K | 0.0% | +6.2% | 0.001% | |
1/14/2025 | Oak Thistle LLC | 1,129 | $1.43M | 0.4% | +38.0% | 0.002% | |
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1/14/2025 | SeaCrest Wealth Management LLC | 663 | $840K | 0.1% | +14.3% | 0.001% | |
1/14/2025 | Tuttle Capital Management LLC | 341 | $432K | 2.5% | +34.8% | 0.001% | |
1/13/2025 | AdvisorNet Financial Inc | 823 | $1.04M | 0.1% | -20.8% | 0.001% | |
1/13/2025 | Eastern Bank | 78 | $99K | 0.0% | +1,460.0% | 0.000% | |
1/13/2025 | Wedmont Private Capital | 763 | $963K | 0.1% | +2.3% | 0.001% | |
1/13/2025 | Paragon Advisors LLC | 1,576 | $2.00M | 0.7% | +1.8% | 0.003% | |
1/13/2025 | Czech National Bank | 12,192 | $15.45M | 0.1% | +6.7% | 0.022% | |
1/10/2025 | Graypoint LLC | 239 | $303K | 0.0% | +8.1% | 0.000% | |
1/10/2025 | Harbor Capital Advisors Inc. | 162 | $205K | 0.0% | -35.7% | 0.000% | |
1/10/2025 | Baker Tilly Wealth Management LLC | 681 | $863K | 0.3% | +16.8% | 0.001% | |
1/8/2025 | Douglas Lane & Associates LLC | 81,867 | $103.75M | 1.5% | -0.6% | 0.146% | |
1/8/2025 | Fulton Bank N.A. | 249 | $316K | 0.0% | +10.7% | 0.000% | |
1/7/2025 | Diversified Trust Co | 4,017 | $5.09M | 0.1% | +5.3% | 0.007% | |
1/3/2025 | GAMMA Investing LLC | 699 | $886K | 0.1% | +18.1% | 0.001% | |
1/3/2025 | Versant Capital Management Inc | 26 | $33K | 0.0% | +225.0% | 0.000% | |
12/26/2024 | JPMorgan Chase & Co. | 1,997,827 | $2.85B | 0.2% | +9.5% | 3.553% | |
12/13/2024 | Lord Abbett & CO. LLC | 67,977 | $97.01M | 0.3% | -8.1% | 0.121% | |
12/6/2024 | Retirement Systems of Alabama | 37,280 | $53.20M | 0.2% | -10.4% | 0.066% | |
12/3/2024 | Oddo BHF Asset Management Sas | 502 | $716K | 0.0% | N/A | 0.001% | |
11/27/2024 | Franklin Resources Inc. | 205,543 | $290.15M | 0.1% | +2.2% | 0.366% | |
11/25/2024 | Tidal Investments LLC | 1,392 | $1.99M | 0.0% | -19.8% | 0.002% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 433 | $618K | 0.0% | N/A | 0.001% | |
11/25/2024 | Sanctuary Advisors LLC | 6,860 | $9.79M | 0.1% | +184.9% | 0.012% | |
11/21/2024 | Anchor Investment Management LLC | 917 | $1.31M | 0.1% | +5.0% | 0.002% | |
11/19/2024 | M&T Bank Corp | 7,270 | $10.38M | 0.0% | -3.1% | 0.013% | |
11/19/2024 | Unigestion Holding SA | 1,034 | $1.48M | 0.1% | N/A | 0.002% | |
11/19/2024 | TCW Group Inc. | 20,285 | $28.95M | 0.3% | -0.5% | 0.036% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 4,098 | $5.85M | 0.1% | -5.8% | 0.007% | |
11/18/2024 | Toronto Dominion Bank | 22,676 | $32.36M | 0.1% | -6.9% | 0.040% | |
11/18/2024 | Coldstream Capital Management Inc. | 668 | $949K | 0.0% | +11.5% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 1,133,443 | $1.61B | 0.1% | +1.7% | 2.016% | |
11/15/2024 | MidWestOne Financial Group Inc. | 141 | $201K | 0.0% | N/A | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 788 | $1.13M | 0.4% | N/A | 0.001% | |
11/15/2024 | Vestcor Inc | 1,117 | $1.59M | 0.1% | +8.9% | 0.002% | |
11/15/2024 | Resources Management Corp CT ADV | 368 | $525K | 0.1% | +234.5% | 0.001% | |
11/15/2024 | M&T Bank Corp | 7,270 | $10.38M | 0.0% | -3.1% | 0.013% | |
11/15/2024 | Barclays PLC | 137,256 | $195.88M | 0.1% | -4.2% | 0.244% | |
11/15/2024 | LRI Investments LLC | 113 | $161K | 0.0% | -9.6% | 0.000% | |
11/15/2024 | PYA Waltman Capital LLC | 11,468 | $16.37M | 5.3% | -4.0% | 0.020% | |
11/15/2024 | Public Employees Retirement System of Ohio | 24,277 | $34.65M | 0.1% | -0.8% | 0.043% | |
11/15/2024 | Meritage Group LP | 94,478 | $134.83M | 3.2% | -35.4% | 0.168% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 16,323 | $23.30M | 0.1% | +7.1% | 0.029% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 1,444 | $2.06M | 0.1% | -20.7% | 0.003% | |
11/15/2024 | MML Investors Services LLC | 5,220 | $7.45M | 0.0% | +7.9% | 0.009% | |
11/15/2024 | Dorsey Wright & Associates | 4,338 | $6.19M | 1.5% | +2.4% | 0.008% | |
11/15/2024 | Main Management ETF Advisors LLC | 776 | $1.11M | 0.1% | N/A | 0.001% | |
11/15/2024 | Orion Portfolio Solutions LLC | 1,068 | $1.52M | 0.0% | +6.1% | 0.002% | |
11/15/2024 | XTX Topco Ltd | 177 | $253K | 0.0% | N/A | 0.000% | |
11/15/2024 | Zega Financial LLC | 637 | $909K | 0.1% | -2.9% | 0.001% | |
11/15/2024 | Zimmer Partners LP | 9,000 | $12.84M | 0.2% | -10.0% | 0.016% | |
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11/15/2024 | Zurich Insurance Group Ltd FI | 94,537 | $134.92M | 1.1% | +49.7% | 0.168% | |
11/15/2024 | DF Dent & Co. Inc. | 180,017 | $256.91M | 3.1% | -5.6% | 0.320% | |
11/15/2024 | National Bank of Canada FI | 31,834 | $45.43M | 0.1% | +47.4% | 0.057% | |
11/15/2024 | iA Global Asset Management Inc. | 28,543 | $40.74M | 0.7% | +288.4% | 0.051% | |
11/15/2024 | EP Wealth Advisors LLC | 6,298 | $8.99M | 0.1% | +3.0% | 0.011% | |
11/15/2024 | Insigneo Advisory Services LLC | 332 | $473K | 0.0% | -4.0% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 4,881 | $6.97M | 0.0% | +12.7% | 0.009% | |
11/15/2024 | Voya Financial Advisors Inc. | 599 | $840K | 0.1% | -6.0% | 0.001% | |
11/15/2024 | Wellington Management Group LLP | 1,913 | $2.73M | 0.0% | +0.6% | 0.003% | |
11/15/2024 | Windacre Partnership LLC | 728,000 | $1.04B | 13.8% | +42.7% | 1.295% | |