5/12/2025 | Dillon & Associates Inc. | 266,617 | $59.19M | 8.8% | -3.1% | 0.002% | |
5/12/2025 | Capital Planning Advisors LLC | 97,032 | $21.55M | 3.3% | -2.4% | 0.001% | |
5/12/2025 | AGF Management Ltd. | 660,095 | $146.63M | 0.8% | +4.4% | 0.004% | |
5/12/2025 | Gouws Capital LLC | 16,316 | $3.62M | 2.2% | +45.8% | 0.000% | |
5/12/2025 | Trust Asset Management LLC | 174,061 | $38.66M | 3.2% | +4.3% | 0.001% | |
5/12/2025 | Public Sector Pension Investment Board | 5,368,402 | $1.19B | 5.1% | +11.6% | 0.036% | |
5/12/2025 | Eagle Global Advisors LLC | 1,087,741 | $241.62M | 9.9% | -5.2% | 0.007% | |
5/12/2025 | PCG Asset Management LLC | 19,198 | $4.26M | 4.0% | -4.5% | 0.000% | |
5/12/2025 | AIA Group Ltd | 235,680 | $52.35M | 1.3% | +20.4% | 0.002% | |
5/12/2025 | Mainsail Asset Management LLC | 20,570 | $4.57M | 3.1% | +4.6% | 0.000% | |
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5/12/2025 | Financial Engines Advisors L.L.C. | 167,436 | $37.19M | 0.1% | +7.5% | 0.001% | |
5/12/2025 | Cypress Capital Group | 200,222 | $44.48M | 5.8% | -4.3% | 0.001% | |
5/12/2025 | WP Advisors LLC | 160,735 | $35.70M | 11.9% | -6.7% | 0.001% | |
5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 68,347 | $15.26M | 1.2% | +2.4% | 0.000% | |
5/12/2025 | Motley Fool Asset Management LLC | 548,301 | $121.79M | 6.8% | +4.0% | 0.004% | |
5/12/2025 | Blueprint Financial Advisors LLC | 13,296 | $2.95M | 1.6% | N/A | 0.000% | |
5/12/2025 | Ballast Inc. | 53,631 | $11.91M | 3.4% | -2.7% | 0.000% | |
5/12/2025 | Houlihan Financial Resource Group Ltd. | 13,756 | $3.06M | 1.4% | -4.1% | 0.000% | |
5/12/2025 | Meridian Wealth Management LLC | 391,532 | $86.97M | 4.2% | +9.3% | 0.003% | |
5/12/2025 | Operose Advisors LLC | 13,745 | $3.05M | 1.0% | +2.9% | 0.000% | |
5/12/2025 | Maia Wealth LLC | 27,851 | $5.64M | 1.3% | -1.6% | 0.000% | |
5/12/2025 | Sandy Spring Bank | 468,063 | $103.97M | 4.4% | -2.4% | 0.003% | |
5/12/2025 | Motley Fool Wealth Management LLC | 17,735 | $3.94M | 0.2% | +12.0% | 0.000% | |
5/12/2025 | Independent Advisor Alliance | 960,370 | $213.33M | 7.0% | +0.9% | 0.006% | |
5/12/2025 | Staley Capital Advisers Inc. | 159,474 | $35.42M | 1.6% | -0.5% | 0.001% | |
5/12/2025 | Paulson Wealth Management Inc. | 102,114 | $22.68M | 6.4% | -2.5% | 0.001% | |
5/12/2025 | Cove Private Wealth LLC | 74,286 | $16.50M | 8.7% | +19.8% | 0.000% | |
5/12/2025 | Linscomb Wealth Inc. | 150,069 | $33.34M | 1.7% | -2.3% | 0.001% | |
5/12/2025 | First American Trust FSB | 306,530 | $68.09M | 6.3% | +17.5% | 0.002% | |
5/12/2025 | SouthState Corp | 510,677 | $113.44M | 5.2% | +49.9% | 0.003% | |
5/12/2025 | Barnett & Company Inc. | 4,122 | $916K | 0.8% | -21.2% | 0.000% | |
5/12/2025 | CCM Investment Group LLC | 98,796 | $21.53M | 2.3% | N/A | 0.001% | |
5/12/2025 | Lockheed Martin Investment Management Co. | 928,670 | $206.29M | 8.4% | -13.9% | 0.006% | |
5/12/2025 | Nuveen LLC | 78,658,813 | $17.47B | 5.3% | N/A | 0.527% | |
5/12/2025 | Scissortail Wealth Management LLC | 51,595 | $11.46M | 2.9% | -4.6% | 0.000% | |
5/12/2025 | Campion Asset Management | 18,284 | $4.06M | 3.1% | -0.7% | 0.000% | |
5/12/2025 | Cooper Financial Group | 163,310 | $36.28M | 4.8% | +5.0% | 0.001% | |
5/12/2025 | Aveo Capital Partners LLC | 15,445 | $3.43M | 0.6% | -46.4% | 0.000% | |
5/12/2025 | Virtus Family Office LLC | 1,037 | $230K | 0.3% | -11.3% | 0.000% | |
5/12/2025 | Strengthening Families & Communities LLC | 4,843 | $1.02M | 0.6% | +36.1% | 0.000% | |
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5/12/2025 | King Luther Capital Management Corp | 5,884,477 | $1.31B | 6.0% | -1.7% | 0.039% | |
5/12/2025 | Harvest Investment Advisors LLC | 2,118 | $470K | 0.3% | -12.0% | 0.000% | |
5/12/2025 | Zevenbergen Capital Investments LLC | 487,531 | $108.30M | 2.6% | -0.3% | 0.003% | |
5/12/2025 | Virtu Financial LLC | 70,644 | $15.69M | 0.9% | -6.4% | 0.000% | |
5/12/2025 | Blueprint Investment Partners LLC | 60,646 | $13.47M | 2.5% | -24.1% | 0.000% | |
5/12/2025 | Biltmore Family Office LLC | 763,563 | $169.61M | 28.9% | +0.5% | 0.005% | |
5/12/2025 | Magellan Asset Management Ltd | 932,266 | $207.08M | 2.5% | -24.9% | 0.006% | |
5/12/2025 | MSA Advisors LLC | 107,690 | $23.92M | 6.1% | +25.4% | 0.001% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 29,551 | $6.56M | 1.2% | -5.7% | 0.000% | |
5/12/2025 | Covington Investment Advisors Inc. | 136,261 | $30.27M | 4.7% | +0.0% | 0.001% | |
5/12/2025 | Polen Capital Management LLC | 2,681,114 | $595.56M | 1.9% | -56.5% | 0.018% | |
5/12/2025 | Invesco Ltd. | 66,871,300 | $14.85B | 2.8% | +1.5% | 0.448% | |
5/12/2025 | Athena Investment Management | 16,155 | $3.59M | 2.2% | -2.9% | 0.000% | |
5/12/2025 | AFT Forsyth & Company Inc. | 39,383 | $8.75M | 4.7% | -0.3% | 0.000% | |
5/12/2025 | Mizuho Markets Americas LLC | 260,000 | $57.75M | 1.2% | -40.2% | 0.002% | |
5/12/2025 | Robinson Smith Wealth Advisors LLC | 13,770 | $3.06M | 2.6% | +15.6% | 0.000% | |
5/12/2025 | Mizuho Securities USA LLC | 1,202,814 | $267.18M | 5.8% | -16.0% | 0.008% | |
5/12/2025 | Atlas Capital Advisors Inc. | 76,257 | $16.94M | 2.1% | -2.5% | 0.001% | |
5/12/2025 | Berger Financial Group Inc | 168,915 | $37.52M | 2.6% | +0.1% | 0.001% | |
5/12/2025 | Pandora Wealth Inc. | 66,666 | $14.81M | 9.7% | N/A | 0.000% | |
5/12/2025 | Sierra Summit Advisors LLC | 111,309 | $24.73M | 5.4% | +2.5% | 0.001% | |
5/12/2025 | Fiduciary Family Office LLC | 445,379 | $98.93M | 32.9% | +80,584.6% | 0.003% | |
5/12/2025 | Stonebridge Capital Management Inc. | 86,688 | $19.26M | 8.3% | -4.5% | 0.001% | |
5/12/2025 | True North Advisors LLC | 108,353 | $24.07M | 4.3% | +2.0% | 0.001% | |
5/12/2025 | Taylor Financial Group Inc. | 19,270 | $4.28M | 3.0% | +3.0% | 0.000% | |
5/12/2025 | JFG Wealth Management LLC | 15,050 | $3.34M | 0.8% | -28.7% | 0.000% | |
5/12/2025 | Johnson Financial Group LLC | 19,464 | $4.32M | 0.5% | +515.2% | 0.000% | |
5/12/2025 | Manhattan West Asset Management LLC | 70,360 | $15.63M | 4.0% | +13.0% | 0.000% | |
5/12/2025 | Benjamin Edwards Inc. | 831,258 | $184.65M | 2.6% | +1.9% | 0.006% | |
5/12/2025 | NWK Group Inc. | 61,444 | $13.65M | 6.2% | +0.1% | 0.000% | |
5/12/2025 | Covestor Ltd | 7,323 | $1.63M | 1.1% | +6.3% | 0.000% | |
5/12/2025 | Koa Wealth Management LLC | 61,819 | $13.73M | 11.1% | -7.7% | 0.000% | |
5/12/2025 | Frank Rimerman Advisors LLC | 291,940 | $64.85M | 5.1% | -1.5% | 0.002% | |
5/12/2025 | Condor Capital Management | 139,245 | $30.93M | 2.9% | -8.5% | 0.001% | |
5/12/2025 | Koss Olinger Consulting LLC | 24,852 | $5.52M | 0.5% | -6.2% | 0.000% | |
5/12/2025 | Lcnb Corp | 32,335 | $7.18M | 2.6% | -2.1% | 0.000% | |
5/12/2025 | ESL Trust Services LLC | 1,502 | $334K | 0.1% | -16.6% | 0.000% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 1,091,663 | $242.49M | 1.1% | +11.3% | 0.007% | |
5/12/2025 | Arcadia Wealth Management Inc. | 7,091 | $1.58M | 1.2% | -1.6% | 0.000% | |
5/12/2025 | Avant Capital LLC | 4,752 | $1.06M | 0.9% | -1.0% | 0.000% | |
5/12/2025 | MUFG Securities EMEA plc | 1,727,163 | $383.66M | 8.8% | -4.5% | 0.012% | |
5/12/2025 | Cynosure Group LLC | 8,115 | $1.80M | 0.2% | -16.5% | 0.000% | |
5/12/2025 | Private Wealth Advisors LLC | 11,761 | $2.61M | 0.9% | -2.1% | 0.000% | |
5/12/2025 | Measured Wealth Private Client Group LLC | 19,298 | $4.29M | 1.4% | -9.2% | 0.000% | |
5/12/2025 | Riverpark Capital Management LLC | 15,768 | $3.50M | 6.4% | +1.5% | 0.000% | |
5/12/2025 | First Western Trust Bank | 112,103 | $24.90M | 1.2% | -2.8% | 0.001% | |
5/12/2025 | Zions Bancorporation National Association UT | 129,920 | $28.86M | 1.8% | N/A | 0.001% | |
5/12/2025 | FSA Wealth Partners Inc. | 2,156 | $479K | 0.2% | N/A | 0.000% | |
5/12/2025 | Morton Community Bank | 2,351 | $522K | 0.1% | -3.8% | 0.000% | |
5/12/2025 | Townsquare Capital LLC | 908,021 | $201.70M | 2.1% | -2.8% | 0.006% | |
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5/12/2025 | Locust Wood Capital Advisers LLC | 466,107 | $103.54M | 3.3% | +23.2% | 0.003% | |
5/12/2025 | Sloy Dahl & Holst LLC | 221,780 | $49.26M | 8.6% | -12.5% | 0.001% | |
5/12/2025 | Ardent Capital Management Inc. | 136,628 | $30.35M | 13.1% | +2.8% | 0.001% | |
5/12/2025 | Founders Financial Alliance LLC | 127,474 | $28.32M | 6.9% | -1.0% | 0.001% | |
5/12/2025 | Summit Financial Strategies Inc. | 69,663 | $15.47M | 1.6% | -0.2% | 0.000% | |
5/12/2025 | Everett Harris & Co. CA | 4,307,274 | $956.78M | 12.2% | -1.0% | 0.029% | |
5/12/2025 | Truepoint Inc. | 24,681 | $5.48M | 0.1% | +36.6% | 0.000% | |
5/12/2025 | Forsta AP Fonden | 3,938,800 | $874.93M | 6.6% | -3.2% | 0.026% | |
5/12/2025 | Brookmont Capital Management | 966 | $214K | 0.1% | -9.3% | 0.000% | |
5/12/2025 | NBW Capital LLC | 68,382 | $15.19M | 3.4% | -19.3% | 0.000% | |