4/30/2025 | Nisa Investment Advisors LLC | 7,531,676 | $816.37M | 4.1% | -15.0% | 0.031% | |
4/30/2025 | Alpha Financial Partners LLC | 5,123 | $555K | 0.4% | +2.8% | 0.000% | |
4/30/2025 | Topsail Wealth Management LLC | 12,143 | $1.32M | 0.3% | +19.2% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 131,718 | $14.28M | 1.9% | -7.2% | 0.001% | |
4/30/2025 | Wealth Advisory Solutions LLC | 2,945 | $319K | 0.1% | +4.6% | 0.000% | |
4/30/2025 | LBP AM SA | 3,703,815 | $401.42M | 6.2% | -7.9% | 0.015% | |
4/30/2025 | Axxcess Wealth Management LLC | 551,657 | $59.79M | 1.6% | +9.6% | 0.002% | |
4/30/2025 | New Mexico Educational Retirement Board | 1,146,380 | $124.25M | 4.5% | -2.3% | 0.005% | |
4/30/2025 | OMC Financial Services LTD | 236,832 | $25.67M | 11.5% | -6.1% | 0.001% | |
4/30/2025 | Court Place Advisors LLC | 48,232 | $5.23M | 1.7% | -1.4% | 0.000% | |
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4/30/2025 | Rehmann Capital Advisory Group | 123,694 | $13.41M | 0.8% | +5.6% | 0.001% | |
4/30/2025 | Harvey Capital Management Inc. | 478,197 | $51.83M | 13.6% | +10.7% | 0.002% | |
4/30/2025 | Lakeside Advisors INC. | 17,300 | $1.88M | 1.2% | -8.9% | 0.000% | |
4/30/2025 | Slagle Financial LLC | 71,717 | $7.77M | 3.5% | +3.3% | 0.000% | |
4/30/2025 | Chemung Canal Trust Co. | 10,029 | $1.09M | 0.2% | -43.0% | 0.000% | |
4/30/2025 | Cornerstone Planning Group LLC | 28,418 | $2.92M | 0.7% | +30.9% | 0.000% | |
4/30/2025 | Dogwood Wealth Management LLC | 15,399 | $1.67M | 0.9% | +9.4% | 0.000% | |
4/30/2025 | Brick & Kyle Associates | 167,732 | $17.96M | 8.2% | -1.1% | 0.001% | |
4/30/2025 | Arcadia Investment Management Corp MI | 186,745 | $20.24M | 3.7% | -2.2% | 0.001% | |
4/30/2025 | Principal Securities Inc. | 323,340 | $35.04M | 0.8% | +1.0% | 0.001% | |
4/30/2025 | Financial Symmetry Inc | 4,551 | $493K | 0.3% | -5.4% | 0.000% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 49,875 | $5.41M | 1.1% | -3.7% | 0.000% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 174,045 | $18.86M | 2.4% | +7.4% | 0.001% | |
4/30/2025 | Greenleaf Trust | 834,124 | $90.40M | 0.8% | -2.5% | 0.003% | |
4/30/2025 | Flossbach Von Storch SE | 248,415 | $26.92M | 0.1% | -8.8% | 0.001% | |
4/30/2025 | Silphium Asset Management Ltd | 34,037 | $3.69M | 3.0% | -8.1% | 0.000% | |
4/30/2025 | TradeWell Securities LLC. | 109,737 | $11.89M | 6.6% | +4.7% | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 88,560 | $9.60M | 4.5% | -11.1% | 0.000% | |
4/30/2025 | CORDA Investment Management LLC. | 31,298 | $3.39M | 0.3% | -1.3% | 0.000% | |
4/30/2025 | New Insight Wealth Advisors | 18,668 | $2.02M | 0.9% | +13.3% | 0.000% | |
4/30/2025 | Silverlake Wealth Management LLC | 9,934 | $1.08M | 0.4% | +25.0% | 0.000% | |
4/30/2025 | Trek Financial LLC | 44,187 | $4.79M | 0.3% | +7.9% | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 2,091,805 | $219.37M | 0.4% | +4.4% | 0.009% | |
4/30/2025 | OMNI 360 Wealth Inc. | 14,610 | $1.58M | 0.9% | +44.6% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 61,547 | $6.67M | 1.4% | +12.8% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 155,826 | $16.89M | 2.0% | +8.8% | 0.001% | |
4/30/2025 | Robocap Asset Management Ltd | 106,720 | $11.57M | 8.6% | +8.3% | 0.000% | |
4/30/2025 | SilverOak Wealth Management LLC | 9,375 | $1.02M | 0.2% | -5.6% | 0.000% | |
4/30/2025 | BXM Wealth LLC | 15,221 | $1.65M | 2.0% | +17.8% | 0.000% | |
4/30/2025 | CapWealth Advisors LLC | 7,840 | $850K | 0.1% | +8.9% | 0.000% | |
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4/30/2025 | Ridgeline Wealth Planning LLC | 2,740 | $297K | 0.3% | N/A | 0.000% | |
4/30/2025 | M&T Bank Corp | 3,692,031 | $400.14M | 1.5% | -4.5% | 0.015% | |
4/30/2025 | 49 Wealth Management LLC | 18,624 | $2.02M | 0.2% | -3.6% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 1,110,655 | $120.37M | 1.8% | -5.7% | 0.005% | |
4/30/2025 | Stratos Wealth Advisors LLC | 322,506 | $34.95M | 1.9% | -3.5% | 0.001% | |
4/30/2025 | Stratos Investment Management LLC | 180,108 | $19.52M | 1.0% | +30.1% | 0.001% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 46,491 | $5.04M | 2.6% | +56.0% | 0.000% | |
4/30/2025 | Black Diamond Financial LLC | 20,315 | $2.20M | 0.3% | +5.8% | 0.000% | |
4/30/2025 | May Hill Capital LLC | 31,524 | $3.42M | 1.3% | +6.3% | 0.000% | |
4/30/2025 | Sierra Capital LLC | 25,704 | $2.79M | 0.3% | -10.0% | 0.000% | |
4/30/2025 | NTV Asset Management LLC | 53,957 | $5.85M | 0.8% | -53.4% | 0.000% | |
4/30/2025 | Hourglass Capital LLC | 35,780 | $3.88M | 1.0% | +1.1% | 0.000% | |
4/30/2025 | Geneva Partners LLC | 118,379 | $12.83M | 6.6% | -2.1% | 0.000% | |
4/30/2025 | Navalign LLC | 48,643 | $5.27M | 1.5% | -1.5% | 0.000% | |
4/30/2025 | Garrett Wealth Advisory Group LLC | 7,003 | $759K | 0.2% | +7.7% | 0.000% | |
4/30/2025 | Sigma Investment Counselors Inc. | 173,014 | $18.75M | 1.1% | -7.4% | 0.001% | |
4/30/2025 | Brown Financial Advisory | 2,796 | $303K | 0.2% | N/A | 0.000% | |
4/30/2025 | Investment Partners LTD. | 46,919 | $5.09M | 2.1% | +0.6% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 18,292,195 | $1.98B | 2.8% | -8.0% | 0.075% | |
4/30/2025 | Consolidated Capital Management LLC | 44,141 | $4.78M | 2.0% | +5.2% | 0.000% | |
4/30/2025 | Highview Capital Management LLC DE | 53,114 | $5.76M | 2.4% | -9.0% | 0.000% | |
4/30/2025 | Bank Hapoalim BM | 14,686 | $1.59M | 0.2% | -6.0% | 0.000% | |
4/30/2025 | Ninety One SA PTY Ltd | 99,748 | $10.77M | 2.0% | -28.2% | 0.000% | |
4/30/2025 | Ninety One UK Ltd | 8,746,809 | $947.98M | 2.6% | -10.0% | 0.036% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 499,748 | $54.17M | 5.0% | +6.0% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 795,044 | $86.17M | 3.8% | +29.9% | 0.003% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 36,707 | $3.98M | 0.7% | +4.1% | 0.000% | |
4/30/2025 | Davidson Investment Advisors | 220,275 | $23.87M | 1.2% | +4,808.1% | 0.001% | |
4/30/2025 | Jessup Wealth Management Inc | 135,463 | $14.68M | 6.1% | -3.2% | 0.001% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 10,967 | $1.19M | 0.1% | +3.3% | 0.000% | |
4/30/2025 | Gibraltar Capital Management Inc. | 11,815 | $1.28M | 0.3% | -33.7% | 0.000% | |
4/30/2025 | Family Capital Management Inc. | 11,823 | $1.28M | 0.8% | +6.7% | 0.000% | |
4/30/2025 | Planning Directions Inc. | 28,201 | $3.06M | 1.3% | +134.5% | 0.000% | |
4/30/2025 | Bryant Woods Investment Advisors LLC | 8,657 | $938K | 0.5% | -37.0% | 0.000% | |
4/30/2025 | Capital Management Associates Inc | 12,912 | $1.40M | 0.3% | +98.7% | 0.000% | |
4/30/2025 | EULAV Asset Management | 400,139 | $43.37M | 1.1% | +9.0% | 0.002% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 95,553 | $10.36M | 2.0% | -7.1% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 1,649,409 | $178.76M | 3.2% | +7.2% | 0.007% | |
4/30/2025 | J Hagan Capital Inc. | 59,084 | $6.40M | 5.7% | N/A | 0.000% | |
4/30/2025 | Synergy Investment Management LLC | 14,957 | $1.62M | 0.7% | -0.8% | 0.000% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 157,085 | $17.03M | 6.0% | +3.4% | 0.001% | |
4/30/2025 | Washington Trust Bank | 214,422 | $23.24M | 2.3% | +1.0% | 0.001% | |
4/30/2025 | Fullcircle Wealth LLC | 2,816 | $306K | 0.1% | +5.4% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 449,674 | $48.74M | 1.5% | -6.8% | 0.002% | |
4/29/2025 | Pacific Point Advisors LLC | 4,000 | $434K | 0.2% | -42.9% | 0.000% | |
4/29/2025 | Jordan Park Group LLC | 58,679 | $6.36M | 0.5% | -0.8% | 0.000% | |
4/29/2025 | Richard Bernstein Advisors LLC | 455,302 | $49.35M | 1.2% | -6.9% | 0.002% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 11,256 | $1.22M | 0.3% | +20.9% | 0.000% | |
4/29/2025 | Security National Bank of SO Dak | 20,544 | $2.23M | 1.3% | +24.1% | 0.000% | |
4/29/2025 | Financial Counselors Inc. | 1,812,934 | $196.49M | 3.0% | +0.4% | 0.007% | |
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4/29/2025 | Raleigh Capital Management Inc. | 28,548 | $3.09M | 1.4% | -22.3% | 0.000% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 20,092 | $2.18M | 0.8% | +4.1% | 0.000% | |
4/29/2025 | Wood Tarver Financial Group LLC | 4,683 | $508K | 0.2% | +6.6% | 0.000% | |
4/29/2025 | YANKCOM Partnership | 28,936 | $3.14M | 1.7% | +4.0% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 244,638 | $26.51M | 0.7% | +2.7% | 0.001% | |
4/29/2025 | BOCHK Asset Management Ltd | 66,150 | $7.17M | 4.0% | -72.5% | 0.000% | |
4/29/2025 | Capital Advisors Inc. OK | 1,125,828 | $122.02M | 2.4% | -1.2% | 0.005% | |
4/29/2025 | Apex Wealth Management LLC | 4,510 | $489K | 0.4% | +122.6% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 25,835 | $2.80M | 1.0% | +25.2% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 20,994,899 | $2.28B | 0.7% | +2.4% | 0.086% | |