11/29/2023 | Quantum Financial Advisors LLC | 4,060 | $0.63M | 0.2% | +18.2% | 0.000% | |
11/28/2023 | ASB Consultores LLC | 4,561 | $0.71M | 0.3% | -48.4% | 0.000% | |
11/28/2023 | Bar Harbor Wealth Management | 246,622 | $38.41M | 3.1% | -0.3% | 0.010% | |
11/27/2023 | Obsidian Personal Planning Solutions LLC | 3,007 | $0.47M | 0.4% | -4.5% | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 158,429 | $24.68M | 1.7% | +1.6% | 0.007% | |
11/27/2023 | Banque Pictet & Cie SA | 209,444 | $32.62M | 0.4% | -18.3% | 0.009% | |
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11/24/2023 | Deutsche Bank AG | 12,052,583 | $1.88B | 1.2% | -16.0% | 0.501% | |
11/24/2023 | EP Wealth Advisors LLC | 452,831 | $70.53M | 1.1% | +7,613.0% | 0.019% | |
11/22/2023 | Polar Capital Holdings Plc | 370,662 | $57.73M | 0.4% | -19.0% | 0.015% | |
11/22/2023 | Public Sector Pension Investment Board | 257,941 | $40.17M | 0.3% | -33.1% | 0.011% | |
11/22/2023 | Chelsea Counsel Co. | 28,371 | $4.42M | 2.3% | -26.6% | 0.001% | |
11/22/2023 | Connors Investor Services Inc. | 82,974 | $12.92M | 1.6% | -4.1% | 0.003% | |
11/22/2023 | Verity Asset Management Inc. | 3,203 | $0.50M | 0.4% | -17.4% | 0.000% | |
11/21/2023 | Invst LLC | 10,337 | $1.61M | 0.2% | +5.3% | 0.000% | |
11/21/2023 | Auxier Asset Management | 76,265 | $11.88M | 2.0% | -3.8% | 0.003% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 18,324 | $2.85M | 2.5% | N/A | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 8,612 | $1.34M | 0.3% | N/A | 0.000% | |
11/21/2023 | Comerica Bank | 967,785 | $150.73M | 0.8% | -59.6% | 0.040% | |
11/21/2023 | Braun Stacey Associates Inc. | 2,725 | $0.42M | 0.0% | -5.3% | 0.000% | |
11/21/2023 | Spears Abacus Advisors LLC | 53,244 | $8.29M | 0.7% | -2.2% | 0.002% | |
11/21/2023 | Carlson Capital Management | 13,912 | $2.17M | 0.1% | +1.4% | 0.001% | |
11/21/2023 | Brown Shipley& Co Ltd | 3,369 | $0.53M | 0.3% | -8.1% | 0.000% | |
11/21/2023 | Hohimer Wealth Management LLC | 16,773 | $2.61M | 0.7% | -2.2% | 0.001% | |
11/21/2023 | Tompkins Financial Corp | 33,823 | $5.27M | 0.8% | +1.4% | 0.001% | |
11/20/2023 | Silver Oak Securities Incorporated | 3,819 | $0.60M | 0.1% | -25.5% | 0.000% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 4,114 | $0.64M | 0.1% | -63.0% | 0.000% | |
11/20/2023 | Kampmann Melissa S. | 23,591 | $3.67M | 3.5% | N/A | 0.001% | |
11/17/2023 | Granite Harbor Advisors Inc. | 6,609 | $1.03M | 0.8% | +5.9% | 0.000% | |
11/17/2023 | Diversified Trust Co | 149,400 | $23.27M | 0.9% | -9.5% | 0.006% | |
11/17/2023 | OLD National Bancorp IN | 136,011 | $21.18M | 0.6% | -6.2% | 0.006% | |
11/17/2023 | Garde Capital Inc. | 1,784 | $0.28M | 0.0% | -64.7% | 0.000% | |
11/17/2023 | Seelaus Asset Management LLC | 3,391 | $0.53M | 0.6% | -5.6% | 0.000% | |
11/17/2023 | Athena Investment Management | 8,529 | $1.33M | 1.0% | -7.0% | 0.000% | |
11/17/2023 | Jacobs Levy Equity Management Inc. | 4,358 | $0.68M | 0.0% | +14.8% | 0.000% | |
11/16/2023 | Resources Management Corp CT ADV | 87,480 | $13.63M | 2.2% | -2.7% | 0.004% | |
11/16/2023 | CM Wealth Advisors LLC | 2,860 | $0.42M | 0.2% | -26.8% | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 65,041 | $10.13M | 0.6% | -4.1% | 0.003% | |
11/16/2023 | Creative Planning | 1,037,577 | $161.60M | 0.2% | +11.4% | 0.043% | |
11/16/2023 | Revisor Wealth Management LLC | 4,204 | $0.66M | 0.6% | N/A | 0.000% | |
11/16/2023 | Chesapeake Wealth Management | 8,849 | $1.38M | 0.6% | -3.8% | 0.000% | |
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11/16/2023 | Strait & Sound Wealth Management LLC | 9,263 | $1.44M | 1.2% | +26.1% | 0.000% | |
11/16/2023 | Orion Capital Management LLC | 7,626 | $1.19M | 0.8% | -14.2% | 0.000% | |
11/16/2023 | Atticus Wealth Management LLC | 8,266 | $1.29M | 0.5% | -1.3% | 0.000% | |
11/16/2023 | Monograph Wealth Advisors LLC | 6,618 | $1.03M | 0.2% | +128.9% | 0.000% | |
11/16/2023 | Exchange Bank | 27,368 | $4.26M | 4.1% | -2.9% | 0.001% | |
11/16/2023 | Westside Investment Management Inc. | 4,725 | $0.74M | 0.2% | +5.9% | 0.000% | |
11/16/2023 | Blueprint Investment Partners LLC | 6,277 | $0.98M | 0.3% | +371.6% | 0.000% | |
11/16/2023 | Brooks Moore & Associates Inc. | 34,887 | $5.43M | 4.1% | -2.2% | 0.001% | |
11/16/2023 | BRYN MAWR TRUST Co | 242,772 | $37.81M | 1.7% | -1.8% | 0.010% | |
11/16/2023 | McCarthy Asset Management Inc. | 14,399 | $2.24M | 1.6% | -1.6% | 0.001% | |
11/16/2023 | Obsidian Personal Planning Solutions LLC | 3,150 | $0.52M | 0.7% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 25,032 | $3.90M | 0.2% | -8.1% | 0.001% | |
11/16/2023 | Horizon Family Wealth Inc. | 3,687 | $0.57M | 0.2% | N/A | 0.000% | |
11/16/2023 | High Falls Advisors Inc | 2,758 | $0.43M | 0.1% | -15.3% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 31,435 | $4.90M | 0.5% | -25.8% | 0.001% | |
11/16/2023 | First Foundation Advisors | 53,006 | $8.26M | 0.4% | +3.1% | 0.002% | |
11/16/2023 | Public Employees Retirement System of Ohio | 1,294,416 | $201.61M | 0.9% | -12.7% | 0.054% | |
11/16/2023 | Greenwood Gearhart Inc. | 66,660 | $10.38M | 1.2% | +3.6% | 0.003% | |
11/16/2023 | Maripau Wealth Management LLC | 1,331 | $0.21M | 0.2% | N/A | 0.000% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 67,475 | $10.51M | 0.2% | -1.7% | 0.003% | |
11/16/2023 | Elmwood Wealth Management Inc. | 7,524 | $1.17M | 0.6% | -4.1% | 0.000% | |
11/16/2023 | Studio Investment Management LLC | 26,356 | $4.11M | 1.1% | +7.8% | 0.001% | |
11/16/2023 | American Trust | 42,635 | $6.64M | 0.5% | -2.7% | 0.002% | |
11/16/2023 | Pacific Center for Financial Services | 1,553 | $0.24M | 0.1% | +107.1% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 100,411 | $15.64M | 0.7% | -1.3% | 0.004% | |
11/16/2023 | Fairfield Bush & CO. | 15,427 | $2.40M | 1.6% | -60.8% | 0.001% | |
11/16/2023 | Advisors Capital Management LLC | 298,750 | $46.53M | 1.2% | -21.5% | 0.012% | |
11/16/2023 | Morgan Stanley | 41,245,101 | $6.42B | 0.7% | -1.0% | 1.713% | |
11/16/2023 | Essex Financial Services Inc. | 67,046 | $10.44M | 1.2% | -7.6% | 0.003% | |
11/16/2023 | Front Row Advisors LLC | 9,058 | $1.41M | 0.6% | -6.9% | 0.000% | |
11/16/2023 | Journey Advisory Group LLC | 44,897 | $6.99M | 1.0% | -26.5% | 0.002% | |
11/15/2023 | Penserra Capital Management LLC | 540,811 | $84.23M | 1.7% | -41.3% | 0.022% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 90,302 | $14.07M | 1.5% | +4.9% | 0.004% | |
11/15/2023 | Integrated Wealth Concepts LLC | 112,635 | $17.54M | 0.3% | -3.0% | 0.005% | |
11/15/2023 | Holderness Investments Co. | 19,482 | $3.03M | 1.2% | -1.4% | 0.001% | |
11/15/2023 | Townsquare Capital LLC | 107,394 | $16.73M | 0.3% | -1.1% | 0.004% | |
11/15/2023 | Ramirez Asset Management Inc. | 7,576 | $1.18M | 0.3% | N/A | 0.000% | |
11/15/2023 | Jag Capital Management LLC | 3,063 | $0.48M | 0.1% | -48.2% | 0.000% | |
11/15/2023 | WealthPlan Investment Management LLC | 58,199 | $9.07M | 1.1% | +411.6% | 0.002% | |
11/15/2023 | Hamilton Capital LLC | 4,558 | $0.71M | 0.1% | +5.8% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 465,122 | $72.44M | 0.3% | -7.0% | 0.019% | |
11/15/2023 | Toroso Investments LLC | 136,816 | $21.31M | 0.6% | +15.2% | 0.006% | |
11/15/2023 | iA Global Asset Management Inc. | 402,239 | $62.65M | 1.0% | +18.2% | 0.017% | |
11/15/2023 | The Manufacturers Life Insurance Company | 3,009,885 | $468.79M | 0.3% | -7.6% | 0.125% | |
11/15/2023 | V Wealth Advisors LLC | 1,964 | $0.31M | 0.2% | -84.7% | 0.000% | |
11/15/2023 | Brick & Kyle Associates | 22,783 | $3.55M | 1.9% | -0.9% | 0.001% | |
11/15/2023 | Dana Investment Advisors Inc. | 106,403 | $16.57M | 0.8% | +125.4% | 0.004% | |
11/15/2023 | Crestwood Advisors Group LLC | 406,436 | $63.30M | 1.7% | -7.5% | 0.017% | |
11/15/2023 | Annandale Capital LLC | 19,171 | $2.99M | 0.7% | +6.8% | 0.001% | |
11/15/2023 | Objective Capital Management LLC | 2,671 | $0.42M | 0.4% | -22.9% | 0.000% | |
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11/15/2023 | GSA Capital Partners LLP | 2,803 | $0.44M | 0.0% | N/A | 0.000% | |
11/15/2023 | KB Financial Partners LLC | 918 | $0.14M | 0.0% | -38.7% | 0.000% | |
11/15/2023 | Old North State Trust LLC | 8,745 | $1.36M | 1.1% | -7.0% | 0.000% | |
11/15/2023 | Baker Avenue Asset Management LP | 8,653 | $1.35M | 0.1% | -14.0% | 0.000% | |
11/15/2023 | Cito Capital Group LLC | 14,993 | $2.34M | 1.1% | -0.8% | 0.001% | |
11/15/2023 | Industrial Alliance Investment Management Inc. | 6,671 | $1.04M | 0.5% | +125.4% | 0.000% | |
11/15/2023 | Royal London Asset Management Ltd. | 1,566,483 | $244.05M | 0.8% | -7.0% | 0.065% | |
11/15/2023 | Rainsberger Wealth Advisors Inc. | 14,584 | $2.27M | 1.4% | +2.6% | 0.001% | |
11/15/2023 | Schroder Investment Management Group | 1,944,733 | $302.89M | 0.4% | -10.7% | 0.081% | |
11/15/2023 | Scotia Capital Inc. | 1,170,834 | $182.38M | 1.3% | -1.8% | 0.049% | |