5/2/2025 | Retirement Planning Co of New England Inc. | 9,615 | $3.16M | 0.8% | N/A | 0.004% | |
5/2/2025 | Forte Capital LLC ADV | 751 | $247K | 0.0% | N/A | 0.000% | |
5/2/2025 | Pzena Investment Management LLC | 477,460 | $157.08M | 0.6% | -2.8% | 0.174% | |
5/2/2025 | Commerzbank Aktiengesellschaft FI | 10,049 | $3.31M | 0.1% | +21.9% | 0.004% | |
5/2/2025 | Forum Financial Management LP | 4,552 | $1.50M | 0.0% | -2.1% | 0.002% | |
5/2/2025 | Kingsview Wealth Management LLC | 36,493 | $12.01M | 0.2% | +4.1% | 0.013% | |
5/2/2025 | Montis Financial LLC | 747 | $246K | 0.1% | -8.2% | 0.000% | |
5/2/2025 | Bailard Inc. | 5,386 | $1.77M | 0.0% | +8.5% | 0.002% | |
5/2/2025 | Graypoint LLC | 2,727 | $897K | 0.1% | +10.9% | 0.001% | |
5/2/2025 | Verdence Capital Advisors LLC | 2,307 | $759K | 0.1% | +2.9% | 0.001% | |
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5/2/2025 | Hudock Inc. | 689 | $227K | 0.0% | N/A | 0.000% | |
5/2/2025 | Trust Investment Advisors | 3,441 | $1.13M | 0.7% | +1.6% | 0.001% | |
5/2/2025 | FWG Holdings LLC | 1,762 | $594K | 0.3% | +26.3% | 0.001% | |
5/2/2025 | James Investment Research Inc. | 6,004 | $1.98M | 0.3% | -1.9% | 0.002% | |
5/2/2025 | Summit X LLC | 2,136 | $703K | 0.1% | -9.3% | 0.001% | |
5/2/2025 | Welch & Forbes LLC | 8,914 | $2.93M | 0.0% | -6.4% | 0.003% | |
5/2/2025 | Cullen Frost Bankers Inc. | 3,898 | $1.28M | 0.0% | +4.5% | 0.001% | |
5/2/2025 | Victory Capital Management Inc. | 750,948 | $247.06M | 0.3% | +38.0% | 0.274% | |
5/2/2025 | BIP Wealth LLC | 639 | $210K | 0.0% | N/A | 0.000% | |
5/2/2025 | Schrum Private Wealth Management LLC | 633 | $208K | 0.2% | N/A | 0.000% | |
5/2/2025 | Bridgewater Advisors Inc. | 1,046 | $353K | 0.0% | N/A | 0.000% | |
5/2/2025 | Stack Financial Management Inc | 74,451 | $24.49M | 2.0% | -0.5% | 0.027% | |
5/2/2025 | Concord Asset Management LLC VA | 1,651 | $556K | 0.1% | +7.6% | 0.001% | |
5/2/2025 | Larson Financial Group LLC | 2,792 | $919K | 0.0% | -16.7% | 0.001% | |
5/2/2025 | Banyan Capital Management Inc. | 54,409 | $17.90M | 10.1% | +1.3% | 0.020% | |
5/2/2025 | Sage Mountain Advisors LLC | 1,741 | $573K | 0.0% | +9.6% | 0.001% | |
5/2/2025 | Wealthfront Advisers LLC | 22,833 | $7.51M | 0.0% | +44.0% | 0.008% | |
5/2/2025 | West Family Investments Inc. | 1,148 | $378K | 0.1% | +6.9% | 0.000% | |
5/2/2025 | Whittier Trust Co. | 6,574 | $2.16M | 0.0% | -1.6% | 0.002% | |
5/2/2025 | Cornercap Investment Counsel Inc. | 4,090 | $1.35M | 0.7% | -1.6% | 0.001% | |
5/2/2025 | Massachusetts Financial Services Co. MA | 11,654,993 | $3.83B | 1.3% | +0.9% | 4.259% | |
5/2/2025 | Dakota Wealth Management | 751 | $247K | 0.0% | -21.9% | 0.000% | |
5/2/2025 | SBI Securities Co. Ltd. | 398 | $131K | 0.0% | +18.8% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 8,975 | $2.95M | 0.1% | -4.3% | 0.003% | |
5/2/2025 | Sigma Planning Corp | 2,039 | $671K | 0.0% | +2.4% | 0.001% | |
5/2/2025 | Catalyst Financial Partners LLC | 1,102 | $363K | 0.1% | +10.0% | 0.000% | |
5/2/2025 | Signaturefd LLC | 6,487 | $2.13M | 0.0% | +16.5% | 0.002% | |
5/1/2025 | Cutter & CO Brokerage Inc. | 1,852 | $610K | 0.1% | -22.4% | 0.001% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 16,893 | $5.56M | 0.8% | N/A | 0.006% | |
5/1/2025 | Focused Investors LLC | 571,650 | $188.07M | 6.0% | -2.7% | 0.209% | |
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5/1/2025 | Florida Financial Advisors LLC | 1,018 | $335K | 0.1% | +10.7% | 0.000% | |
5/1/2025 | Securian Asset Management Inc. | 14,504 | $4.77M | 0.1% | -3.0% | 0.005% | |
5/1/2025 | Left Brain Wealth Management LLC | 11,758 | $3.87M | 1.7% | -5.4% | 0.004% | |
5/1/2025 | Prudent Man Advisors LLC | 2,548 | $838K | 0.3% | +2.2% | 0.001% | |
5/1/2025 | LRI Investments LLC | 5,104 | $1.68M | 0.1% | -2.7% | 0.002% | |
5/1/2025 | Marks Group Wealth Management Inc | 27,164 | $8.94M | 0.9% | +23.3% | 0.010% | |
5/1/2025 | Asset Dedication LLC | 1,293 | $425K | 0.0% | -8.9% | 0.000% | |
5/1/2025 | CWM LLC | 75,028 | $24.68M | 0.1% | +8.9% | 0.027% | |
5/1/2025 | Oxbow Advisors LLC | 19,642 | $6.46M | 0.7% | +2.4% | 0.007% | |
5/1/2025 | High Note Wealth LLC | 10,360 | $3.41M | 0.8% | -1.9% | 0.004% | |
5/1/2025 | Louisiana State Employees Retirement System | 14,700 | $4.84M | 0.1% | -2.0% | 0.005% | |
5/1/2025 | Fulton Breakefield Broenniman LLC | 660 | $217K | 0.0% | N/A | 0.000% | |
5/1/2025 | Stephens Inc. AR | 6,183 | $2.03M | 0.0% | -21.3% | 0.002% | |
5/1/2025 | Schechter Investment Advisors LLC | 1,702 | $560K | 0.0% | -20.6% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 496,504 | $163.35M | 0.2% | +1.8% | 0.181% | |
5/1/2025 | Mutual of America Capital Management LLC | 38,926 | $12.81M | 0.1% | -4.1% | 0.014% | |
5/1/2025 | BankPlus Trust Department | 1,111 | $366K | 0.1% | -7.5% | 0.000% | |
5/1/2025 | Arizona State Retirement System | 81,630 | $26.86M | 0.2% | +1.2% | 0.030% | |
5/1/2025 | Kathmere Capital Management LLC | 817 | $269K | 0.0% | N/A | 0.000% | |
5/1/2025 | Ballentine Partners LLC | 7,966 | $2.62M | 0.0% | +21.0% | 0.003% | |
5/1/2025 | Fortem Financial Group LLC | 1,942 | $639K | 0.2% | -32.3% | 0.001% | |
5/1/2025 | IFC Advisors LLC | 2,194 | $722K | 0.2% | +19.6% | 0.001% | |
5/1/2025 | Cortland Associates Inc. MO | 126,581 | $41.65M | 5.0% | -0.3% | 0.046% | |
5/1/2025 | Park Square Financial Group LLC | 76 | $25K | 0.0% | -66.1% | 0.000% | |
5/1/2025 | Barry Investment Advisors LLC | 666 | $219K | 0.1% | N/A | 0.000% | |
5/1/2025 | Freedom Day Solutions LLC | 3,281 | $1.08M | 0.3% | -2.2% | 0.001% | |
5/1/2025 | Diversify Wealth Management LLC | 2,011 | $678K | 0.1% | -11.7% | 0.001% | |
5/1/2025 | Xponance Inc. | 45,815 | $15.07M | 0.1% | +2.8% | 0.017% | |
5/1/2025 | Country Club Bank | 17,435 | $5.67M | 0.4% | +5.9% | 0.006% | |
5/1/2025 | Fidelis Capital Partners LLC | 3,080 | $1.03M | 0.1% | +1.6% | 0.001% | |
4/30/2025 | State of Michigan Retirement System | 234,541 | $77.16M | 0.4% | -0.5% | 0.086% | |
4/30/2025 | Cerity Partners LLC | 94,146 | $30.97M | 0.1% | +1.0% | 0.034% | |
4/30/2025 | Correct Capital Wealth Management | 1,914 | $630K | 0.1% | -44.9% | 0.001% | |
4/30/2025 | Narus Financial Partners LLC | 1,223 | $402K | 0.1% | +10.5% | 0.000% | |
4/30/2025 | Allworth Financial LP | 6,344 | $2.13M | 0.0% | +4.1% | 0.002% | |
4/30/2025 | Leavell Investment Management Inc. | 919 | $302K | 0.0% | +5.3% | 0.000% | |
4/30/2025 | Quotient Wealth Partners LLC | 868 | $286K | 0.0% | +17.6% | 0.000% | |
4/30/2025 | First Interstate Bank | 1,548 | $509K | 0.0% | +4.4% | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 100,206 | $32.97M | 0.2% | -15.8% | 0.037% | |
4/30/2025 | Van Cleef Asset Management Inc | 627 | $206K | 0.0% | N/A | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 812 | $267K | 0.0% | -6.8% | 0.000% | |
4/30/2025 | Banque Pictet & Cie SA | 46,030 | $15.14M | 0.1% | -15.9% | 0.017% | |
4/30/2025 | LBP AM SA | 31,555 | $10.38M | 0.2% | -3.2% | 0.012% | |
4/30/2025 | Axxcess Wealth Management LLC | 1,072 | $353K | 0.0% | -3.3% | 0.000% | |
4/30/2025 | New Mexico Educational Retirement Board | 13,047 | $4.29M | 0.2% | -2.2% | 0.005% | |
4/30/2025 | Rehmann Capital Advisory Group | 2,838 | $934K | 0.1% | +30.5% | 0.001% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 2,416 | $795K | 0.1% | +9.8% | 0.001% | |
4/30/2025 | Greenleaf Trust | 9,430 | $3.10M | 0.0% | +4.7% | 0.003% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 192,854 | $62.22M | 0.1% | +0.7% | 0.070% | |
4/30/2025 | M&T Bank Corp | 51,488 | $16.94M | 0.1% | -3.5% | 0.019% | |
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4/30/2025 | Stratos Wealth Partners LTD. | 5,072 | $1.67M | 0.0% | -15.8% | 0.002% | |
4/30/2025 | Stratos Wealth Advisors LLC | 1,433 | $472K | 0.0% | -12.1% | 0.001% | |
4/30/2025 | Stratos Investment Management LLC | 978 | $322K | 0.0% | -26.1% | 0.000% | |
4/30/2025 | May Hill Capital LLC | 947 | $312K | 0.1% | +5.6% | 0.000% | |
4/30/2025 | Navalign LLC | 4,774 | $1.57M | 0.4% | +2.1% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 25,018 | $8.23M | 0.0% | -8.1% | 0.009% | |
4/30/2025 | Davidson Investment Advisors | 65,196 | $21.45M | 1.1% | +21.1% | 0.024% | |
4/30/2025 | Crossmark Global Holdings Inc. | 116,249 | $38.25M | 0.7% | 0.0% | 0.042% | |
4/30/2025 | Fullcircle Wealth LLC | 760 | $254K | 0.1% | +13.8% | 0.000% | |
4/29/2025 | Centennial Bank AR | 100 | $33K | 0.0% | -23.1% | 0.000% | |