5/1/2025 | Cahaba Wealth Management Inc. | 5,408 | $897K | 0.1% | +6.1% | 0.000% | |
5/1/2025 | Greatmark Investment Partners Inc. | 117,298 | $19.45M | 2.7% | +4.5% | 0.005% | |
5/1/2025 | Drystone LLC | 21,745 | $3.61M | 3.6% | +8.7% | 0.001% | |
5/1/2025 | TFR Capital LLC. | 4,423 | $734K | 0.3% | +104.6% | 0.000% | |
5/1/2025 | Hughes Financial Services LLC | 689 | $106K | 0.0% | N/A | 0.000% | |
5/1/2025 | Oxbow Advisors LLC | 43,405 | $7.20M | 0.8% | +4.5% | 0.002% | |
5/1/2025 | Pittenger & Anderson Inc. | 86,239 | $14.30M | 0.5% | +4.2% | 0.004% | |
5/1/2025 | Iron Horse Wealth Management LLC | 3,396 | $563K | 0.2% | +3.0% | 0.000% | |
5/1/2025 | TruNorth Capital Management LLC | 1,660 | $275K | 0.1% | +87.8% | 0.000% | |
5/1/2025 | Cardinal Strategic Wealth Guidance | 3,500 | $580K | 0.2% | -24.9% | 0.000% | |
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5/1/2025 | Westmount Partners LLC | 13,143 | $2.18M | 0.7% | -5.8% | 0.001% | |
5/1/2025 | Fulton Breakefield Broenniman LLC | 21,284 | $3.53M | 0.3% | -31.0% | 0.001% | |
5/1/2025 | Stephens Inc. AR | 202,712 | $33.62M | 0.5% | +0.2% | 0.008% | |
5/1/2025 | Satovsky Asset Management LLC | 2,398 | $391K | 0.1% | -3.3% | 0.000% | |
5/1/2025 | Schechter Investment Advisors LLC | 12,987 | $2.15M | 0.2% | +19.6% | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 3,192,169 | $529.39M | 0.8% | -2.5% | 0.133% | |
5/1/2025 | Financial Security Advisor Inc. | 44,719 | $7.42M | 1.9% | +0.6% | 0.002% | |
5/1/2025 | Sentinel Trust Co. LBA | 10,431 | $1.73M | 0.2% | -10.6% | 0.000% | |
5/1/2025 | Mutual of America Capital Management LLC | 300,968 | $49.91M | 0.6% | -2.5% | 0.013% | |
5/1/2025 | FDx Advisors Inc. | 3,931 | $652K | 0.2% | -6.7% | 0.000% | |
5/1/2025 | Platform Technology Partners | 22,054 | $3.66M | 1.1% | -3.7% | 0.001% | |
5/1/2025 | BankPlus Trust Department | 3,010 | $499K | 0.2% | +11.1% | 0.000% | |
5/1/2025 | Arizona State Retirement System | 706,572 | $117.18M | 0.7% | +1.0% | 0.029% | |
5/1/2025 | FUKOKU MUTUAL LIFE INSURANCE Co | 129,733 | $21.52M | 1.6% | +0.3% | 0.005% | |
5/1/2025 | Nikulski Financial Inc. | 1,346 | $223K | 0.1% | -5.6% | 0.000% | |
5/1/2025 | Mathes Company Inc. | 2,043 | $339K | 0.1% | -43.0% | 0.000% | |
5/1/2025 | Kathmere Capital Management LLC | 33,140 | $5.50M | 0.5% | +46.0% | 0.001% | |
5/1/2025 | Ballentine Partners LLC | 59,040 | $9.79M | 0.2% | +2.1% | 0.002% | |
5/1/2025 | Focused Wealth Management Inc | 10,018 | $1.66M | 0.2% | +1.4% | 0.000% | |
5/1/2025 | Stillwater Wealth Management Group | 2,324 | $385K | 0.3% | -8.0% | 0.000% | |
5/1/2025 | SkyOak Wealth LLC | 3,531 | $586K | 0.1% | +15.2% | 0.000% | |
5/1/2025 | PYA Waltman Capital LLC | 40,885 | $6.78M | 2.1% | +2.0% | 0.002% | |
5/1/2025 | Riversedge Advisors LLC | 4,244 | $704K | 0.2% | -4.3% | 0.000% | |
5/1/2025 | Fortem Financial Group LLC | 1,590 | $264K | 0.1% | N/A | 0.000% | |
5/1/2025 | IFC Advisors LLC | 2,955 | $490K | 0.1% | -62.3% | 0.000% | |
5/1/2025 | Quest 10 Wealth Builders Inc. | 1,312 | $218K | 0.2% | -42.8% | 0.000% | |
5/1/2025 | Lane & Associates LLC | 3,985 | $661K | 0.4% | +2.1% | 0.000% | |
5/1/2025 | Harmony Asset Management LLC | 9,854 | $1.63M | 0.7% | -34.6% | 0.000% | |
5/1/2025 | Applied Capital LLC FL | 11,787 | $1.96M | 1.5% | -1.3% | 0.000% | |
5/1/2025 | Austin Wealth Management LLC | 1,987 | $308K | 0.1% | +26.6% | 0.000% | |
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5/1/2025 | Callahan Advisors LLC | 125,052 | $20.74M | 2.0% | +1.9% | 0.005% | |
5/1/2025 | Park Square Financial Group LLC | 2,201 | $365K | 0.3% | -3.7% | 0.000% | |
5/1/2025 | Cromwell Holdings LLC | 5,205 | $863K | 0.6% | +11.2% | 0.000% | |
5/1/2025 | Marshall Financial Group Inc. ADV | 15,189 | $2.52M | 0.8% | -3.8% | 0.001% | |
5/1/2025 | Gateway Wealth Partners LLC | 2,729 | $453K | 0.1% | +17.4% | 0.000% | |
5/1/2025 | Barry Investment Advisors LLC | 44,697 | $7.41M | 2.0% | -1.7% | 0.002% | |
5/1/2025 | Freedom Day Solutions LLC | 2,934 | $487K | 0.1% | -5.2% | 0.000% | |
5/1/2025 | Diversify Wealth Management LLC | 23,008 | $3.59M | 0.3% | +16.8% | 0.001% | |
5/1/2025 | ADE LLC | 1,669 | $277K | 0.2% | -27.6% | 0.000% | |
5/1/2025 | Xponance Inc. | 389,563 | $64.61M | 0.6% | +0.1% | 0.016% | |
5/1/2025 | Kesler Norman & Wride LLC | 55,415 | $9.19M | 1.7% | +6.5% | 0.002% | |
5/1/2025 | Country Club Bank | 109,420 | $17.91M | 1.2% | +1.0% | 0.005% | |
5/1/2025 | Fingerlakes Wealth Management Inc. | 2,373 | $394K | 0.3% | -19.3% | 0.000% | |
5/1/2025 | Fidelis Capital Partners LLC | 32,609 | $5.04M | 0.5% | +8.8% | 0.001% | |
4/30/2025 | Seamount Financial Group Inc. | 4,494 | $745K | 0.5% | +2.1% | 0.000% | |
4/30/2025 | Clarity Wealth Advisors LLC | 25,892 | $4.29M | 1.2% | +3.4% | 0.001% | |
4/30/2025 | Genus Capital Management Inc. | 1,470 | $244K | 0.0% | -194.8% | 0.000% | |
4/30/2025 | Mar Vista Investment Partners LLC | 184,786 | $30.65M | 2.5% | -16.8% | 0.008% | |
4/30/2025 | Ramsay Stattman Vela & Price Inc. | 75,515 | $12.52M | 2.4% | +0.6% | 0.003% | |
4/30/2025 | Weil Company Inc. | 9,703 | $1.61M | 0.5% | -0.7% | 0.000% | |
4/30/2025 | FIDELIS iM LLC | 1,261 | $209K | 0.1% | N/A | 0.000% | |
4/30/2025 | Burford Brothers Inc. | 17,162 | $2.85M | 1.4% | +91.8% | 0.001% | |
4/30/2025 | CFC Planning Co LLC | 17,354 | $2.88M | 3.2% | +30.7% | 0.001% | |
4/30/2025 | State of Michigan Retirement System | 679,067 | $112.62M | 0.6% | 0.0% | 0.028% | |
4/30/2025 | Sharkey Howes & Javer | 1,512 | $251K | 0.0% | -36.3% | 0.000% | |
4/30/2025 | MJP Associates Inc. ADV | 5,994 | $994K | 0.2% | +10.0% | 0.000% | |
4/30/2025 | Bernardo Wealth Planning LLC | 6,493 | $1.08M | 0.3% | +2.4% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 1,772,112 | $293.89M | 0.6% | +23.1% | 0.074% | |
4/30/2025 | Phillips Financial Management LLC | 2,112 | $350K | 0.0% | +21.3% | 0.000% | |
4/30/2025 | Israel Discount Bank of New York | 1,381 | $229K | 0.2% | N/A | 0.000% | |
4/30/2025 | Hunter Associates Investment Management LLC | 49,161 | $8.15M | 1.3% | -1.1% | 0.002% | |
4/30/2025 | Lountzis Asset Management LLC | 2,512 | $390K | 0.1% | +12.2% | 0.000% | |
4/30/2025 | Correct Capital Wealth Management | 14,187 | $2.35M | 0.4% | +27.5% | 0.001% | |
4/30/2025 | Hara Capital LLC | 10,897 | $1.81M | 1.2% | +325.7% | 0.000% | |
4/30/2025 | Vision Capital Management Inc. | 57,698 | $9.57M | 1.4% | +4.4% | 0.002% | |
4/30/2025 | Peoples Bank OH | 2,652 | $440K | 0.3% | -48.6% | 0.000% | |
4/30/2025 | Code Waechter LLC | 4,546 | $754K | 0.6% | +11.3% | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 48,459 | $8.04M | 0.9% | -10.8% | 0.002% | |
4/30/2025 | Alps Advisors Inc. | 227,707 | $37.76M | 0.2% | -0.1% | 0.009% | |
4/30/2025 | Round Rock Advisors LLC | 9,681 | $1.61M | 0.3% | +1.9% | 0.000% | |
4/30/2025 | Allworth Financial LP | 329,321 | $51.02M | 0.3% | +1.8% | 0.014% | |
4/30/2025 | Aurdan Capital Management LLC | 26,516 | $4.40M | 1.7% | -27.6% | 0.001% | |
4/30/2025 | Stonebrook Private Inc. | 23,070 | $3.83M | 1.0% | +3.0% | 0.001% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 52,724 | $8.74M | 1.3% | -4.6% | 0.002% | |
4/30/2025 | Rock Point Advisors LLC | 6,058 | $1.01M | 0.3% | +2.1% | 0.000% | |
4/30/2025 | CFO4Life Group LLC | 9,154 | $1.52M | 0.3% | -10.1% | 0.000% | |
4/30/2025 | MainStreet Investment Advisors LLC | 74,703 | $12.39M | 1.8% | -3.7% | 0.003% | |
4/30/2025 | tru Independence LLC | 24,206 | $4.01M | 1.2% | -2.0% | 0.001% | |
4/30/2025 | Rogco LP | 10,912 | $1.81M | 0.7% | +1.1% | 0.000% | |
4/30/2025 | Poinciana Advisors Group LLC | 10,828 | $1.80M | 1.9% | -10.0% | 0.000% | |
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4/30/2025 | Alpine Woods Capital Investors LLC | 29,057 | $4.82M | 1.2% | -5.6% | 0.001% | |
4/30/2025 | Ascent Capital Management LLC | 1,773 | $294K | 0.3% | +19.3% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 40,364 | $6.69M | 0.3% | +5.4% | 0.002% | |
4/30/2025 | Quotient Wealth Partners LLC | 12,811 | $2.13M | 0.1% | +5.9% | 0.001% | |
4/30/2025 | Main Street Research LLC | 12,806 | $2.12M | 0.1% | +20.4% | 0.001% | |
4/30/2025 | Bridges Investment Management Inc. | 74,698 | $12.39M | 0.2% | -7.3% | 0.003% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 24,242 | $3.97M | 0.7% | +0.5% | 0.001% | |
4/30/2025 | First Interstate Bank | 9,718 | $1.61M | 0.1% | -8.1% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 732,785 | $121.53M | 0.6% | -5.9% | 0.030% | |
4/30/2025 | Van Cleef Asset Management Inc | 21,185 | $3.51M | 0.4% | -8.1% | 0.001% | |