5/1/2025 | Mitchell Mcleod Pugh & Williams Inc. | 38,095 | $1.41M | 0.3% | +6.8% | 0.001% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 55,095 | $2.03M | 0.3% | -23.0% | 0.001% | |
5/1/2025 | Bleakley Financial Group LLC | 101,546 | $3.75M | 0.1% | -4.9% | 0.003% | |
5/1/2025 | Securian Asset Management Inc. | 199,787 | $7.37M | 0.2% | -2.6% | 0.005% | |
5/1/2025 | Key Financial Inc | 7,044 | $260K | 0.1% | +7.4% | 0.000% | |
5/1/2025 | Prudent Man Advisors LLC | 19,229 | $710K | 0.3% | +2.3% | 0.001% | |
5/1/2025 | LRI Investments LLC | 7,634 | $282K | 0.0% | -25.8% | 0.000% | |
5/1/2025 | Marks Group Wealth Management Inc | 57,732 | $2.13M | 0.2% | +3.0% | 0.002% | |
5/1/2025 | Secured Retirement Advisors LLC | 34,749 | $1.28M | 0.8% | N/A | 0.001% | |
5/1/2025 | Asset Dedication LLC | 21,076 | $778K | 0.1% | -5.5% | 0.001% | |
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5/1/2025 | CWM LLC | 1,039,361 | $38.35M | 0.2% | +6.2% | 0.027% | |
5/1/2025 | TFR Capital LLC. | 7,457 | $275K | 0.1% | N/A | 0.000% | |
5/1/2025 | Hughes Financial Services LLC | 2,091 | $77K | 0.0% | N/A | 0.000% | |
5/1/2025 | Pittenger & Anderson Inc. | 1,215 | $45K | 0.0% | -95.4% | 0.000% | |
5/1/2025 | Westmount Partners LLC | 15,328 | $566K | 0.2% | -15.0% | 0.000% | |
5/1/2025 | Louisiana State Employees Retirement System | 478,300 | $17.65M | 0.4% | -1.2% | 0.013% | |
5/1/2025 | Stephens Inc. AR | 423,725 | $15.64M | 0.2% | +25.1% | 0.011% | |
5/1/2025 | Schechter Investment Advisors LLC | 39,979 | $1.48M | 0.1% | -13.7% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 5,723,475 | $211.20M | 0.3% | -3.1% | 0.151% | |
5/1/2025 | Mutual of America Capital Management LLC | 495,637 | $18.29M | 0.2% | -0.6% | 0.013% | |
5/1/2025 | Platform Technology Partners | 7,009 | $259K | 0.1% | +6.5% | 0.000% | |
5/1/2025 | Arizona State Retirement System | 1,132,484 | $41.79M | 0.3% | +1.2% | 0.030% | |
5/1/2025 | Valued Wealth Advisors LLC | 1,466 | $54K | 0.0% | -17.9% | 0.000% | |
5/1/2025 | Northwest Capital Management Inc | 2,160 | $80K | 0.0% | -58.1% | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 13,623 | $503K | 0.0% | -22.0% | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 39,573 | $1.46M | 0.0% | -19.9% | 0.001% | |
5/1/2025 | SkyOak Wealth LLC | 9,454 | $349K | 0.1% | -9.6% | 0.000% | |
5/1/2025 | Fortem Financial Group LLC | 23,021 | $849K | 0.3% | +12.1% | 0.001% | |
5/1/2025 | IFC Advisors LLC | 6,145 | $227K | 0.0% | N/A | 0.000% | |
5/1/2025 | Park Square Financial Group LLC | 1,762 | $65K | 0.1% | -36.7% | 0.000% | |
5/1/2025 | Diversify Wealth Management LLC | 15,852 | $538K | 0.0% | -81.3% | 0.000% | |
5/1/2025 | Xponance Inc. | 547,124 | $20.19M | 0.2% | +0.6% | 0.014% | |
5/1/2025 | Kesler Norman & Wride LLC | 17,224 | $636K | 0.1% | -12.4% | 0.000% | |
5/1/2025 | Sage Rhino Capital LLC | 5,456 | $201K | 0.0% | -7.6% | 0.000% | |
5/1/2025 | Country Club Bank | 21,598 | $791K | 0.1% | +2.4% | 0.001% | |
5/1/2025 | Croban | 22,623 | $835K | 0.8% | N/A | 0.001% | |
5/1/2025 | Fidelis Capital Partners LLC | 25,907 | $878K | 0.1% | -17.1% | 0.001% | |
4/30/2025 | Investment Management Associates Inc. ADV | 273,750 | $10.10M | 4.1% | +23.3% | 0.007% | |
4/30/2025 | State of Michigan Retirement System | 1,093,489 | $40.35M | 0.2% | -1.2% | 0.029% | |
4/30/2025 | MJP Associates Inc. ADV | 22,751 | $840K | 0.2% | +24.5% | 0.001% | |
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4/30/2025 | Cerity Partners LLC | 1,121,927 | $41.40M | 0.1% | +8.3% | 0.030% | |
4/30/2025 | Hunter Associates Investment Management LLC | 8,761 | $326K | 0.1% | -16.1% | 0.000% | |
4/30/2025 | Hara Capital LLC | 10,155 | $375K | 0.3% | +53.5% | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 10,054 | $371K | 0.0% | +41.0% | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 4,380 | $162K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 1,412,535 | $52.12M | 0.3% | +6.9% | 0.037% | |
4/30/2025 | Allworth Financial LP | 88,100 | $3.25M | 0.0% | -3.2% | 0.002% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 124,299 | $4.59M | 0.7% | +1.9% | 0.003% | |
4/30/2025 | CFO4Life Group LLC | 7,862 | $290K | 0.0% | -17.8% | 0.000% | |
4/30/2025 | MainStreet Investment Advisors LLC | 79,532 | $2.94M | 0.4% | +3.1% | 0.002% | |
4/30/2025 | Rogco LP | 15,171 | $560K | 0.2% | +3,673.9% | 0.000% | |
4/30/2025 | Poinciana Advisors Group LLC | 7,672 | $283K | 0.3% | -12.1% | 0.000% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 26,771 | $988K | 0.2% | -28.5% | 0.001% | |
4/30/2025 | Leavell Investment Management Inc. | 20,105 | $742K | 0.0% | -13.6% | 0.001% | |
4/30/2025 | Quotient Wealth Partners LLC | 18,909 | $698K | 0.0% | -25.3% | 0.001% | |
4/30/2025 | Bridges Investment Management Inc. | 83,319 | $3.07M | 0.0% | -19.1% | 0.002% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 7,539 | $276K | 0.0% | -4.8% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 1,463,611 | $54.01M | 0.3% | -39.5% | 0.039% | |
4/30/2025 | Van Cleef Asset Management Inc | 462,255 | $17.06M | 1.9% | +61.5% | 0.012% | |
4/30/2025 | Topsail Wealth Management LLC | 7,945 | $293K | 0.1% | N/A | 0.000% | |
4/30/2025 | Axxcess Wealth Management LLC | 111,136 | $4.10M | 0.1% | -2.8% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 178,416 | $6.58M | 0.2% | -3.1% | 0.005% | |
4/30/2025 | Rehmann Capital Advisory Group | 36,611 | $1.35M | 0.1% | -13.0% | 0.001% | |
4/30/2025 | Harvey Capital Management Inc. | 39,800 | $1.47M | 0.4% | -14.2% | 0.001% | |
4/30/2025 | Cornerstone Planning Group LLC | 6,318 | $218K | 0.1% | +544.0% | 0.000% | |
4/30/2025 | Greenleaf Trust | 84,311 | $3.11M | 0.0% | -8.4% | 0.002% | |
4/30/2025 | Flossbach Von Storch SE | 6,790 | $251K | 0.0% | N/A | 0.000% | |
4/30/2025 | Yacktman Asset Management LP | 1,243,500 | $45.89M | 0.6% | -0.3% | 0.033% | |
4/30/2025 | Optimum Investment Advisors | 2,351 | $87K | 0.0% | -11.8% | 0.000% | |
4/30/2025 | Trek Financial LLC | 6,039 | $223K | 0.0% | -32.6% | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 4,003,389 | $143.25M | 0.3% | +1.0% | 0.106% | |
4/30/2025 | OMNI 360 Wealth Inc. | 9,090 | $335K | 0.2% | N/A | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 50,321 | $1.86M | 0.4% | -5.0% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 69,245 | $2.56M | 0.1% | -9.1% | 0.002% | |
4/30/2025 | M&T Bank Corp | 744,897 | $27.49M | 0.1% | -16.0% | 0.020% | |
4/30/2025 | 49 Wealth Management LLC | 7,137 | $263K | 0.0% | -6.3% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 45,465 | $1.68M | 0.0% | -29.1% | 0.001% | |
4/30/2025 | Stratos Wealth Advisors LLC | 6,451 | $238K | 0.0% | -30.9% | 0.000% | |
4/30/2025 | Stratos Investment Management LLC | 30,434 | $1.12M | 0.1% | +30.9% | 0.001% | |
4/30/2025 | Hourglass Capital LLC | 60,230 | $2.22M | 0.6% | +8.6% | 0.002% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 8,570 | $316K | 0.1% | +45.8% | 0.000% | |
4/30/2025 | Investment Partners LTD. | 8,081 | $298K | 0.1% | -4.0% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 1,513,995 | $55.87M | 0.1% | -56.0% | 0.040% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 93,154 | $3.44M | 0.3% | +50.0% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 14,541 | $537K | 0.0% | +4.2% | 0.000% | |
4/30/2025 | Davidson Investment Advisors | 333,207 | $12.30M | 0.6% | -1.1% | 0.009% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 147,249 | $5.43M | 1.1% | +5.8% | 0.004% | |
4/30/2025 | Abound Financial LLC | 783 | $29K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 735,251 | $27.13M | 0.5% | +37.3% | 0.019% | |
4/30/2025 | Washington Trust Bank | 317,198 | $11.71M | 1.2% | +20.3% | 0.008% | |
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4/30/2025 | Fullcircle Wealth LLC | 43,928 | $1.48M | 0.6% | +1.5% | 0.001% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 39,508 | $1.46M | 0.0% | +11.1% | 0.001% | |
4/29/2025 | Security National Bank of SO Dak | 35,713 | $1.32M | 0.7% | +9.4% | 0.001% | |
4/29/2025 | Financial Counselors Inc. | 39,491 | $1.46M | 0.0% | -9.9% | 0.001% | |
4/29/2025 | Raleigh Capital Management Inc. | 9,439 | $348K | 0.2% | -15.7% | 0.000% | |
4/29/2025 | Callan Capital LLC | 8,451 | $312K | 0.0% | +8.7% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 124,017 | $4.58M | 0.1% | -5.9% | 0.003% | |
4/29/2025 | Capital Advisors Inc. OK | 11,791 | $435K | 0.0% | +45.5% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 21,101 | $779K | 0.3% | -12.8% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 7,151,722 | $263.90M | 0.1% | -4.4% | 0.189% | |