4/30/2025 | MJP Associates Inc. ADV | 2,878 | $994K | 0.2% | -4.5% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 35,751 | $12.34M | 0.0% | +15.6% | 0.014% | |
4/30/2025 | Allworth Financial LP | 3,938 | $1.31M | 0.0% | +6.1% | 0.002% | |
4/30/2025 | Leavell Investment Management Inc. | 9,019 | $3.11M | 0.2% | +1.4% | 0.004% | |
4/30/2025 | Quotient Wealth Partners LLC | 1,543 | $533K | 0.0% | -3.6% | 0.001% | |
4/30/2025 | Bridges Investment Management Inc. | 1,424 | $492K | 0.0% | N/A | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 65,096 | $22.47M | 0.1% | +2.1% | 0.025% | |
4/30/2025 | Axxcess Wealth Management LLC | 7,471 | $2.58M | 0.1% | -15.3% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 11,650 | $4.02M | 0.1% | +11.5% | 0.005% | |
4/30/2025 | Court Place Advisors LLC | 4,398 | $1.52M | 0.5% | +2.1% | 0.002% | |
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4/30/2025 | Greenleaf Trust | 3,731 | $1.29M | 0.0% | +12.7% | 0.001% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 103,265 | $35.39M | 0.1% | -5.8% | 0.040% | |
4/30/2025 | Personal CFO Solutions LLC | 2,160 | $746K | 0.2% | +19.1% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 1,556 | $537K | 0.0% | +12.4% | 0.001% | |
4/30/2025 | BXM Wealth LLC | 843 | $289K | 0.3% | -23.2% | 0.000% | |
4/30/2025 | M&T Bank Corp | 30,478 | $10.52M | 0.0% | +1.7% | 0.012% | |
4/30/2025 | Stratos Wealth Advisors LLC | 1,158 | $400K | 0.0% | -10.7% | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 23,625 | $8.16M | 0.1% | +3.5% | 0.009% | |
4/30/2025 | Values First Advisors Inc. | 1,223 | $421K | 0.2% | -9.1% | 0.000% | |
4/30/2025 | Black Diamond Financial LLC | 615 | $212K | 0.0% | N/A | 0.000% | |
4/30/2025 | Sigma Investment Counselors Inc. | 31,763 | $10.97M | 0.7% | -2.6% | 0.012% | |
4/30/2025 | Brown Advisory Inc. | 2,789,959 | $963.21M | 1.4% | -5.7% | 1.091% | |
4/30/2025 | Consolidated Capital Management LLC | 825 | $285K | 0.1% | N/A | 0.000% | |
4/30/2025 | Ninety One North America Inc. | 3,931 | $1.36M | 0.1% | -13.8% | 0.002% | |
4/30/2025 | Capital Management Associates Inc | 1,140 | $394K | 0.1% | N/A | 0.000% | |
4/30/2025 | EULAV Asset Management | 25,400 | $8.77M | 0.2% | +54.9% | 0.010% | |
4/30/2025 | Crossmark Global Holdings Inc. | 14,191 | $4.90M | 0.1% | -3.0% | 0.006% | |
4/30/2025 | Washington Trust Bank | 774 | $267K | 0.0% | +5.0% | 0.000% | |
4/30/2025 | Fullcircle Wealth LLC | 733 | $237K | 0.1% | +8.8% | 0.000% | |
4/29/2025 | Centennial Bank AR | 111 | $38K | 0.0% | N/A | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 6,742 | $2.33M | 0.1% | -1.1% | 0.003% | |
4/29/2025 | Raleigh Capital Management Inc. | 1,833 | $633K | 0.3% | -43.0% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,425,966 | $492.30M | 0.2% | -3.5% | 0.558% | |
4/29/2025 | Penserra Capital Management LLC | 5,615 | $1.94M | 0.0% | +257.4% | 0.002% | |
4/29/2025 | Ifrah Financial Services Inc. | 1,518 | $524K | 0.2% | -6.9% | 0.001% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 987 | $341K | 0.0% | N/A | 0.000% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 1,748 | $603K | 0.1% | -34.5% | 0.001% | |
4/29/2025 | Compton Wealth Advisory Group LLC | 1,109 | $383K | 0.1% | -30.3% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 7,629 | $2.63M | 0.1% | -4.4% | 0.003% | |
4/29/2025 | Simmons Bank | 1,828 | $631K | 0.0% | +2.2% | 0.001% | |
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4/29/2025 | HM Payson & Co. | 935 | $323K | 0.0% | +53.0% | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 1,486,977 | $513.36M | 0.1% | +2.2% | 0.581% | |
4/29/2025 | World Investment Advisors | 1,254 | $433K | 0.0% | +22.9% | 0.000% | |
4/29/2025 | Wayfinding Financial LLC | 1,027 | $354K | 0.2% | -18.0% | 0.000% | |
4/29/2025 | Brookstone Capital Management | 31,271 | $10.80M | 0.2% | +2.5% | 0.012% | |
4/29/2025 | SMART Wealth LLC | 1,851 | $639K | 0.2% | +8.6% | 0.001% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 3,250 | $1.12M | 0.0% | N/A | 0.001% | |
4/29/2025 | IFM Investors Pty Ltd | 44,909 | $15.50M | 0.2% | +8.0% | 0.018% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,008 | $2.77M | 0.0% | -23.7% | 0.003% | |
4/29/2025 | 44 Wealth Management LLC | 2,083 | $719K | 0.3% | +3.5% | 0.001% | |
4/29/2025 | Avantax Planning Partners Inc. | 2,714 | $937K | 0.0% | -21.5% | 0.001% | |
4/29/2025 | Calamos Advisors LLC | 88,636 | $30.60M | 0.1% | +1.1% | 0.035% | |
4/29/2025 | Conning Inc. | 1,376 | $475K | 0.0% | +5.1% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 2,899 | $1.00M | 0.1% | +1.1% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 2,857 | $986K | 0.0% | -2.8% | 0.001% | |
4/28/2025 | Principal Financial Group Inc. | 2,070,661 | $714.88M | 0.4% | +3.4% | 0.810% | |
4/28/2025 | Mutual Advisors LLC | 1,960 | $632K | 0.0% | +9.5% | 0.001% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 22,036 | $7.61M | 0.1% | +2.9% | 0.009% | |
4/28/2025 | Resonant Capital Advisors LLC | 629 | $217K | 0.0% | N/A | 0.000% | |
4/28/2025 | Teacher Retirement System of Texas | 85,376 | $29.48M | 0.1% | +57.0% | 0.033% | |
4/28/2025 | First Horizon Advisors Inc. | 1,542 | $533K | 0.0% | +26.3% | 0.001% | |
4/28/2025 | Private Trust Co. NA | 2,170 | $749K | 0.1% | +3.6% | 0.001% | |
4/28/2025 | Arlington Trust Co LLC | 5,844 | $2.02M | 0.4% | +46.5% | 0.002% | |
4/28/2025 | Alley Investment Management Company LLC | 60,954 | $21.04M | 2.6% | +1.6% | 0.024% | |
4/28/2025 | Pinnacle Financial Partners Inc | 2,564 | $885K | 0.0% | +9.6% | 0.001% | |
4/28/2025 | Fiduciary Group LLC | 612 | $211K | 0.0% | N/A | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 722 | $249K | 0.0% | N/A | 0.000% | |
4/28/2025 | WCM Investment Management LLC | 2,336,591 | $796.22M | 2.0% | +0.3% | 0.914% | |
4/28/2025 | Lawson Kroeker Investment Management Inc. NE | 68,258 | $23.57M | 4.3% | -3.9% | 0.027% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 291 | $100K | 0.1% | -37.4% | 0.000% | |
4/28/2025 | Keybank National Association OH | 5,809 | $2.01M | 0.0% | +44.2% | 0.002% | |
4/28/2025 | DAVENPORT & Co LLC | 16,852 | $5.82M | 0.0% | +4.3% | 0.007% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 29,951 | $10.34M | 0.1% | +6.8% | 0.012% | |
4/28/2025 | Clear Creek Financial Management LLC | 694 | $240K | 0.0% | N/A | 0.000% | |
4/28/2025 | Vontobel Holding Ltd. | 22,180 | $7.66M | 0.0% | -13.0% | 0.009% | |
4/25/2025 | Mather Group LLC. | 2,438 | $842K | 0.0% | +2.4% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 1,218 | $421K | 0.2% | +69.6% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 916 | $316K | 0.0% | N/A | 0.000% | |
4/25/2025 | Valley National Advisers Inc. | 239 | $81K | 0.0% | +162.6% | 0.000% | |
4/25/2025 | Washington Trust Advisors Inc. | 142 | $49K | 0.0% | -64.7% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 603 | $204K | 0.0% | N/A | 0.000% | |
4/25/2025 | New York State Teachers Retirement System | 179,161 | $61.85M | 0.1% | +1.6% | 0.070% | |
4/25/2025 | Amalgamated Bank | 49,152 | $16.97M | 0.1% | +1.6% | 0.019% | |
4/25/2025 | BankPlus Wealth Management LLC | 3,241 | $1.12M | 0.8% | -2.7% | 0.001% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 658 | $227K | 0.0% | N/A | 0.000% | |
4/25/2025 | Hutchens & Kramer Investment Management Group LLC | 1,022 | $353K | 0.2% | +22.4% | 0.000% | |
4/25/2025 | KBC Group NV | 153,063 | $52.84M | 0.2% | -4.0% | 0.060% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 564,304 | $194.82M | 0.1% | +0.5% | 0.221% | |
4/24/2025 | Tsfg LLC | 171 | $59K | 0.0% | +78.1% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 11,280 | $3.88M | 0.0% | +0.7% | 0.004% | |
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4/24/2025 | TCV Trust & Wealth Management Inc. | 1,518 | $524K | 0.0% | -16.5% | 0.001% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 49,546 | $16.34M | 0.0% | +37.8% | 0.019% | |
4/24/2025 | Old North State Wealth Management LLC | 1,292 | $447K | 0.2% | +18.5% | 0.001% | |
4/24/2025 | Trust Co. of Vermont | 1,362 | $470K | 0.0% | -9.7% | 0.001% | |
4/24/2025 | Diversified Trust Co | 666 | $230K | 0.0% | -71.8% | 0.000% | |
4/24/2025 | Tranquility Partners LLC | 1,672 | $577K | 0.2% | +39.8% | 0.001% | |
4/24/2025 | PDS Planning Inc | 1,043 | $360K | 0.0% | +16.1% | 0.000% | |
4/23/2025 | Chung Wu Investment Group LLC | 1,032 | $356K | 0.4% | N/A | 0.000% | |
4/23/2025 | KG&L Capital Management LLC | 24,614 | $8.50M | 2.8% | -0.2% | 0.010% | |
4/23/2025 | Balefire LLC | 1,161 | $401K | 0.1% | -5.7% | 0.000% | |