12/5/2023 | Morton Capital Management LLC CA | 5,884 | $0.48M | 0.2% | +6.3% | 0.000% | |
12/5/2023 | Austin Wealth Management LLC | 2,301 | $0.19M | 0.1% | N/A | 0.000% | |
12/4/2023 | WT Wealth Management | 15,865 | $1.29M | 0.6% | +20.0% | 0.001% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 64,401 | $5.22M | 0.1% | -15.6% | 0.004% | |
12/1/2023 | Fortis Group Advisors LLC | 374 | $30K | 0.0% | N/A | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 4,048,859 | $328.16M | 0.1% | -66.3% | 0.221% | |
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12/1/2023 | PFS Partners LLC | 1,034 | $84K | 0.1% | -27.9% | 0.000% | |
11/30/2023 | American Century Companies Inc. | 1,531,485 | $124.13M | 0.1% | -60.9% | 0.084% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 2,728 | $0.22M | 0.2% | N/A | 0.000% | |
11/30/2023 | Modera Wealth Management LLC | 108,774 | $8.82M | 0.1% | -2.6% | 0.006% | |
11/28/2023 | ASB Consultores LLC | 2,960 | $0.24M | 0.1% | N/A | 0.000% | |
11/28/2023 | Bar Harbor Wealth Management | 41,297 | $3.35M | 0.3% | +1.7% | 0.002% | |
11/28/2023 | Dakota Community Bank & Trust NA | 857 | $69K | 0.4% | +44.8% | 0.000% | |
11/27/2023 | AllSquare Wealth Management LLC | 1,326 | $0.11M | 0.1% | -18.9% | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 95,322 | $7.73M | 0.5% | -7.1% | 0.005% | |
11/27/2023 | Banque Pictet & Cie SA | 42,581 | $3.45M | 0.0% | -70.4% | 0.002% | |
11/24/2023 | Deutsche Bank AG | 5,471,711 | $443.48M | 0.3% | -14.1% | 0.299% | |
11/24/2023 | EP Wealth Advisors LLC | 554,811 | $44.97M | 0.7% | +15.4% | 0.030% | |
11/22/2023 | Public Sector Pension Investment Board | 196,001 | $15.89M | 0.1% | -32.0% | 0.011% | |
11/22/2023 | Chelsea Counsel Co. | 4,607 | $0.37M | 0.2% | -4.4% | 0.000% | |
11/22/2023 | Graham Capital Management L.P. | 61,932 | $5.02M | 0.1% | -38.1% | 0.003% | |
11/21/2023 | Invst LLC | 16,669 | $1.35M | 0.2% | +5.0% | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 53,390 | $4.33M | 0.9% | N/A | 0.003% | |
11/21/2023 | Comerica Bank | 477,907 | $38.73M | 0.2% | N/A | 0.026% | |
11/21/2023 | Braun Stacey Associates Inc. | 11,578 | $0.94M | 0.0% | -92.2% | 0.001% | |
11/21/2023 | Spears Abacus Advisors LLC | 12,709 | $1.03M | 0.1% | -1.1% | 0.001% | |
11/21/2023 | Brown Shipley& Co Ltd | 64,329 | $5.21M | 2.9% | +15.6% | 0.004% | |
11/21/2023 | Hohimer Wealth Management LLC | 6,762 | $0.55M | 0.2% | -4.3% | 0.000% | |
11/21/2023 | Tompkins Financial Corp | 7,519 | $0.61M | 0.1% | -2.1% | 0.000% | |
11/20/2023 | Silver Oak Securities Incorporated | 2,556 | $0.21M | 0.0% | -54.0% | 0.000% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 3,234 | $0.26M | 0.0% | -4.5% | 0.000% | |
11/20/2023 | Kampmann Melissa S. | 6,265 | $0.51M | 0.5% | N/A | 0.000% | |
11/20/2023 | Savoie Capital LLC | 104,297 | $8.45M | 2.2% | N/A | 0.006% | |
11/17/2023 | Diversified Trust Co | 30,825 | $2.50M | 0.1% | +15.7% | 0.002% | |
11/17/2023 | OLD National Bancorp IN | 15,479 | $1.26M | 0.0% | -14.7% | 0.001% | |
11/17/2023 | Garde Capital Inc. | 12,370 | $1M | 0.1% | -15.9% | 0.001% | |
11/16/2023 | Resources Management Corp CT ADV | 38,501 | $3.12M | 0.5% | -4.9% | 0.002% | |
11/16/2023 | Integrated Advisors Network LLC | 23,036 | $1.87M | 0.1% | -3.8% | 0.001% | |
11/16/2023 | Chesapeake Wealth Management | 10,976 | $0.89M | 0.4% | -2.7% | 0.001% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 208,574 | $16.91M | 0.2% | +2,462.6% | 0.011% | |
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11/16/2023 | Strait & Sound Wealth Management LLC | 3,400 | $0.28M | 0.2% | -12.8% | 0.000% | |
11/16/2023 | RB Capital Management LLC | 34,459 | $2.79M | 0.9% | -0.8% | 0.002% | |
11/16/2023 | Orion Capital Management LLC | 434 | $35K | 0.0% | N/A | 0.000% | |
11/16/2023 | Atticus Wealth Management LLC | 1,802 | $0.15M | 0.1% | -10.0% | 0.000% | |
11/16/2023 | Exchange Bank | 4,208 | $0.34M | 0.3% | +6.9% | 0.000% | |
11/16/2023 | Westside Investment Management Inc. | 12,361 | $1M | 0.3% | -11.6% | 0.001% | |
11/16/2023 | VitalStone Financial LLC | 1,247 | $0.11M | 0.1% | -15.6% | 0.000% | |
11/16/2023 | BRYN MAWR TRUST Co | 77,571 | $6.29M | 0.3% | -1.3% | 0.004% | |
11/16/2023 | Mine & Arao Wealth Creation & Management LLC. | 5,984 | $0.49M | 0.3% | -9.1% | 0.000% | |
11/16/2023 | McIlrath & Eck LLC | 2,245 | $0.18M | 0.0% | -8.3% | 0.000% | |
11/16/2023 | Employees Retirement System of Texas | 642,798 | $52.10M | 0.8% | +69.2% | 0.035% | |
11/16/2023 | Harbour Investments Inc. | 22,362 | $1.81M | 0.1% | +5.9% | 0.001% | |
11/16/2023 | Horizon Family Wealth Inc. | 3,634 | $0.30M | 0.1% | +11.3% | 0.000% | |
11/16/2023 | McDonough Capital Management Inc | 7,211 | $0.59M | 0.6% | -15.9% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 22,905 | $1.86M | 0.2% | +31.9% | 0.001% | |
11/16/2023 | First Foundation Advisors | 118,953 | $9.64M | 0.5% | -48.3% | 0.007% | |
11/16/2023 | Public Employees Retirement System of Ohio | 919,785 | $74.55M | 0.3% | -7.6% | 0.050% | |
11/16/2023 | Greenwood Gearhart Inc. | 132,504 | $10.74M | 1.3% | +3.7% | 0.007% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 20,148 | $1.63M | 0.0% | -7.7% | 0.001% | |
11/16/2023 | Elmwood Wealth Management Inc. | 14,670 | $1.19M | 0.6% | -0.9% | 0.001% | |
11/16/2023 | Spouting Rock Asset Management LLC | 95,669 | $7.75M | 2.5% | +30.9% | 0.005% | |
11/16/2023 | Studio Investment Management LLC | 23,087 | $1.87M | 0.5% | +21.3% | 0.001% | |
11/16/2023 | American Trust | 35,278 | $2.86M | 0.2% | +6.3% | 0.002% | |
11/16/2023 | Pacific Center for Financial Services | 5,868 | $0.48M | 0.2% | +44.7% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 107,708 | $8.73M | 0.4% | -4.3% | 0.006% | |
11/16/2023 | Fairfield Bush & CO. | 6,534 | $0.53M | 0.3% | -62.0% | 0.000% | |
11/16/2023 | Advisors Capital Management LLC | 362,082 | $29.35M | 0.7% | +4.6% | 0.020% | |
11/16/2023 | Morgan Stanley | 44,318,444 | $3.59B | 0.4% | +0.4% | 2.422% | |
11/16/2023 | Essex Financial Services Inc. | 15,315 | $1.24M | 0.1% | -7.2% | 0.001% | |
11/16/2023 | Front Row Advisors LLC | 881 | $71K | 0.0% | -86.5% | 0.000% | |
11/16/2023 | Journey Advisory Group LLC | 18,568 | $1.51M | 0.2% | -8.5% | 0.001% | |
11/16/2023 | Penserra Capital Management LLC | 10,238 | $0.83M | 0.0% | -13.5% | 0.001% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 128,897 | $10.45M | 1.1% | +6.9% | 0.007% | |
11/15/2023 | Integrated Wealth Concepts LLC | 81,247 | $6.59M | 0.1% | +3.0% | 0.004% | |
11/15/2023 | Holderness Investments Co. | 5,388 | $0.44M | 0.2% | -11.6% | 0.000% | |
11/15/2023 | Roanoke Asset Management Corp NY | 35,803 | $2.90M | 1.2% | +1.5% | 0.002% | |
11/15/2023 | Townsquare Capital LLC | 185,892 | $15.07M | 0.3% | -3.9% | 0.010% | |
11/15/2023 | Ramirez Asset Management Inc. | 800 | $65K | 0.0% | N/A | 0.000% | |
11/15/2023 | Jag Capital Management LLC | 32,119 | $2.60M | 0.3% | +3.9% | 0.002% | |
11/15/2023 | WealthPlan Investment Management LLC | 5,123 | $0.42M | 0.1% | -4.9% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 167,244 | $13.56M | 0.1% | -7.4% | 0.009% | |
11/15/2023 | Toroso Investments LLC | 75,936 | $6.16M | 0.2% | +47.4% | 0.004% | |
11/15/2023 | iA Global Asset Management Inc. | 125,761 | $10.19M | 0.2% | N/A | 0.007% | |
11/15/2023 | The Manufacturers Life Insurance Company | 4,035,861 | $327.11M | 0.2% | +14.1% | 0.221% | |
11/15/2023 | V Wealth Advisors LLC | 7,470 | $0.61M | 0.5% | -29.1% | 0.000% | |
11/15/2023 | Dana Investment Advisors Inc. | 18,261 | $1.48M | 0.1% | +26.3% | 0.001% | |
11/15/2023 | Crestwood Advisors Group LLC | 245,330 | $19.88M | 0.5% | +39.8% | 0.013% | |
11/15/2023 | Geo Capital Gestora de Recursos Ltd | 87,338 | $7.08M | 6.6% | +11.1% | 0.005% | |
11/15/2023 | Old North State Trust LLC | 5,298 | $0.43M | 0.3% | -5.4% | 0.000% | |
11/15/2023 | Hall Private Wealth Advisors | 7,365 | $0.60M | 0.4% | -2.4% | 0.000% | |
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11/15/2023 | Baker Avenue Asset Management LP | 2,107 | $0.17M | 0.0% | -33.2% | 0.000% | |
11/15/2023 | Cito Capital Group LLC | 25,690 | $2.08M | 1.0% | +8.0% | 0.001% | |
11/15/2023 | Industrial Alliance Investment Management Inc. | 7,553 | $0.61M | 0.3% | +74.0% | 0.000% | |
11/15/2023 | Royal London Asset Management Ltd. | 744,847 | $60.38M | 0.2% | +5.5% | 0.041% | |
11/15/2023 | Regal Partners Ltd | 307,384 | $24.91M | 5.6% | -14.6% | 0.017% | |
11/15/2023 | Round Hill Asset Management | 88,847 | $7.20M | 4.7% | -1.8% | 0.005% | |
11/15/2023 | Schroder Investment Management Group | 1,099,331 | $89.10M | 0.1% | -15.6% | 0.060% | |
11/15/2023 | Scotia Capital Inc. | 1,290,037 | $104.56M | 0.8% | -3.7% | 0.071% | |
11/15/2023 | Sei Investments Co. | 431,678 | $34.99M | 0.1% | -13.5% | 0.024% | |
11/15/2023 | JT Stratford LLC | 7,316 | $0.59M | 0.2% | -23.8% | 0.000% | |