12/6/2023 | VisionPoint Advisory Group LLC | 24,489 | $3.55M | 1.5% | +8.8% | 0.001% | |
12/6/2023 | David R. Rahn & Associates Inc. | 1,576 | $0.23M | 0.1% | N/A | 0.000% | |
12/6/2023 | Grant Street Asset Management Inc. | 5,514 | $0.80M | 0.3% | -3.1% | 0.000% | |
12/6/2023 | Raleigh Capital Management Inc. | 8,151 | $1.18M | 0.6% | +0.8% | 0.000% | |
12/6/2023 | Fragasso Group Inc. | 14,848 | $2.15M | 0.2% | -1.2% | 0.001% | |
12/4/2023 | WT Wealth Management | 12,471 | $1.81M | 0.8% | +7.4% | 0.000% | |
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12/1/2023 | Dimension Capital Management LLC | 3,944 | $0.57M | 0.1% | +9.5% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 162,967 | $23.63M | 0.6% | +2.4% | 0.006% | |
12/1/2023 | Fortis Group Advisors LLC | 3,647 | $0.53M | 0.2% | +9.0% | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 42,421,711 | $6.15B | 1.2% | +12.2% | 1.467% | |
12/1/2023 | PFS Partners LLC | 1,098 | $0.16M | 0.1% | -12.4% | 0.000% | |
11/30/2023 | American Century Companies Inc. | 4,458,124 | $646.52M | 0.5% | -1.0% | 0.154% | |
11/30/2023 | Fidelity D & D Bancorp Inc. | 7,019 | $1.02M | 1.0% | N/A | 0.000% | |
11/30/2023 | Modera Wealth Management LLC | 260,705 | $37.81M | 0.6% | -3.3% | 0.009% | |
11/29/2023 | Quantum Financial Advisors LLC | 5,953 | $0.86M | 0.3% | +35.6% | 0.000% | |
11/28/2023 | ASB Consultores LLC | 8,144 | $1.18M | 0.5% | -30.3% | 0.000% | |
11/28/2023 | IMA Wealth Inc. | 27,018 | $3.92M | 1.0% | -1.8% | 0.001% | |
11/28/2023 | Bar Harbor Wealth Management | 86,241 | $12.51M | 1.0% | -1.9% | 0.003% | |
11/28/2023 | Dakota Community Bank & Trust NA | 3,236 | $0.47M | 3.0% | +2.9% | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 197,763 | $28.68M | 1.9% | +0.8% | 0.007% | |
11/27/2023 | Banque Pictet & Cie SA | 39,731 | $5.76M | 0.1% | -70.0% | 0.001% | |
11/24/2023 | Deutsche Bank AG | 13,325,406 | $1.93B | 1.2% | -12.0% | 0.461% | |
11/24/2023 | EP Wealth Advisors LLC | 624,712 | $90.60M | 1.4% | +108.2% | 0.022% | |
11/22/2023 | Polar Capital Holdings Plc | 261,277 | $37.89M | 0.3% | -0.4% | 0.009% | |
11/22/2023 | Public Sector Pension Investment Board | 824,949 | $119.63M | 0.9% | +4.0% | 0.029% | |
11/22/2023 | Connors Investor Services Inc. | 77,345 | $11.22M | 1.4% | +0.5% | 0.003% | |
11/22/2023 | Graham Capital Management L.P. | 117,610 | $17.06M | 0.4% | +450.5% | 0.004% | |
11/21/2023 | Invst LLC | 12,785 | $1.85M | 0.3% | +8.2% | 0.000% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 29,663 | $4.30M | 3.8% | N/A | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 84,520 | $12.26M | 2.6% | N/A | 0.003% | |
11/21/2023 | Comerica Bank | 1,267,455 | $183.81M | 1.0% | +3,025.7% | 0.044% | |
11/21/2023 | Braun Stacey Associates Inc. | 208,740 | $30.27M | 1.4% | +1.2% | 0.007% | |
11/21/2023 | Spears Abacus Advisors LLC | 219,808 | $31.88M | 2.7% | -0.4% | 0.008% | |
11/21/2023 | Rooted Wealth Advisors Inc. | 2,048 | $0.31M | 0.2% | -6.0% | 0.000% | |
11/21/2023 | Carlson Capital Management | 5,765 | $0.84M | 0.0% | +4.7% | 0.000% | |
11/21/2023 | Brown Shipley& Co Ltd | 54,927 | $7.97M | 4.4% | +10.1% | 0.002% | |
11/21/2023 | Hohimer Wealth Management LLC | 39,393 | $5.71M | 1.6% | -1.7% | 0.001% | |
11/21/2023 | Tompkins Financial Corp | 74,682 | $10.83M | 1.7% | +9.1% | 0.003% | |
11/20/2023 | Silver Oak Securities Incorporated | 4,871 | $0.71M | 0.1% | -14.6% | 0.000% | |
11/20/2023 | Willow Creek Wealth Management Inc. | 2,261 | $0.33M | 0.0% | -23.7% | 0.000% | |
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11/20/2023 | Kampmann Melissa S. | 18,322 | $2.66M | 2.6% | N/A | 0.001% | |
11/20/2023 | Savoie Capital LLC | 9,084 | $1.32M | 0.3% | N/A | 0.000% | |
11/17/2023 | Granite Harbor Advisors Inc. | 4,352 | $0.63M | 0.5% | +2.4% | 0.000% | |
11/17/2023 | Diversified Trust Co | 84,353 | $12.23M | 0.5% | -26.8% | 0.003% | |
11/17/2023 | OLD National Bancorp IN | 207,728 | $30.13M | 0.9% | -2.5% | 0.007% | |
11/17/2023 | Garde Capital Inc. | 4,655 | $0.68M | 0.1% | -34.9% | 0.000% | |
11/17/2023 | Spartan Planning & Wealth Management | 1,058 | $0.15M | 0.2% | N/A | 0.000% | |
11/17/2023 | Seelaus Asset Management LLC | 2,029 | $0.29M | 0.3% | -53.5% | 0.000% | |
11/17/2023 | SkyView Investment Advisors LLC | 548 | $79K | 0.0% | -96.6% | 0.000% | |
11/17/2023 | Jacobs Levy Equity Management Inc. | 4,557 | $0.66M | 0.0% | +20.0% | 0.000% | |
11/16/2023 | Resources Management Corp CT ADV | 137,907 | $20M | 3.3% | -1.4% | 0.005% | |
11/16/2023 | CM Wealth Advisors LLC | 3,765 | $0.56M | 0.3% | -45.0% | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 81,994 | $11.89M | 0.7% | -1.9% | 0.003% | |
11/16/2023 | Mezzasalma Advisors LLC | 2,151 | $0.31M | 0.2% | +3.3% | 0.000% | |
11/16/2023 | Creative Planning | 1,147,696 | $166.44M | 0.2% | +14.2% | 0.040% | |
11/16/2023 | Chesapeake Wealth Management | 11,871 | $1.72M | 0.7% | -4.0% | 0.000% | |
11/16/2023 | Strait & Sound Wealth Management LLC | 10,114 | $1.47M | 1.3% | +40.4% | 0.000% | |
11/16/2023 | RB Capital Management LLC | 23,632 | $3.43M | 1.1% | +0.6% | 0.001% | |
11/16/2023 | Orion Capital Management LLC | 9,714 | $1.41M | 0.9% | -12.0% | 0.000% | |
11/16/2023 | Monograph Wealth Advisors LLC | 17,040 | $2.47M | 0.5% | N/A | 0.001% | |
11/16/2023 | Exchange Bank | 13,720 | $1.99M | 1.9% | +2.8% | 0.000% | |
11/16/2023 | Camarda Financial Advisors LLC | 11,414 | $1.66M | 1.1% | N/A | 0.000% | |
11/16/2023 | Westside Investment Management Inc. | 5,529 | $0.80M | 0.2% | +5.7% | 0.000% | |
11/16/2023 | Blueprint Investment Partners LLC | 15,706 | $2.28M | 0.7% | +3.9% | 0.001% | |
11/16/2023 | VitalStone Financial LLC | 253 | $37K | 0.0% | -45.5% | 0.000% | |
11/16/2023 | Brooks Moore & Associates Inc. | 32,287 | $4.68M | 3.5% | -1.4% | 0.001% | |
11/16/2023 | Cravens & Co Advisors LLC | 6,057 | $0.88M | 0.8% | +2.7% | 0.000% | |
11/16/2023 | BRYN MAWR TRUST Co | 238,184 | $34.54M | 1.5% | -0.1% | 0.008% | |
11/16/2023 | Owen LaRue LLC | 25,189 | $3.65M | 4.0% | +70.7% | 0.001% | |
11/16/2023 | Mine & Arao Wealth Creation & Management LLC. | 20,111 | $2.92M | 1.8% | +0.8% | 0.001% | |
11/16/2023 | Obsidian Personal Planning Solutions LLC | 1,994 | $0.29M | 0.4% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 43,360 | $6.29M | 0.3% | +2.3% | 0.001% | |
11/16/2023 | High Falls Advisors Inc | 5,560 | $0.81M | 0.2% | +1.9% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 31,582 | $4.58M | 0.5% | -3.4% | 0.001% | |
11/16/2023 | First Foundation Advisors | 158,508 | $22.99M | 1.1% | -8.3% | 0.005% | |
11/16/2023 | Public Employees Retirement System of Ohio | 1,509,143 | $218.86M | 1.0% | -6.4% | 0.052% | |
11/16/2023 | Greenwood Gearhart Inc. | 94,551 | $13.71M | 1.6% | +1.4% | 0.003% | |
11/16/2023 | Maripau Wealth Management LLC | 1,546 | $0.22M | 0.2% | N/A | 0.000% | |
11/16/2023 | Elmwood Wealth Management Inc. | 11,465 | $1.66M | 0.8% | -3.2% | 0.000% | |
11/16/2023 | Studio Investment Management LLC | 23,977 | $3.48M | 1.0% | +5.3% | 0.001% | |
11/16/2023 | American Trust | 44,873 | $6.51M | 0.5% | -8.6% | 0.002% | |
11/16/2023 | Pacific Center for Financial Services | 3,274 | $0.48M | 0.2% | -17.1% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 150,952 | $21.89M | 0.9% | -1.1% | 0.005% | |
11/16/2023 | Fairfield Bush & CO. | 31,597 | $4.58M | 3.0% | -36.0% | 0.001% | |
11/16/2023 | Advisors Capital Management LLC | 380,185 | $55.14M | 1.4% | +1.2% | 0.013% | |
11/16/2023 | Morgan Stanley | 62,941,343 | $9.13B | 0.9% | +0.3% | 2.177% | |
11/16/2023 | Essex Financial Services Inc. | 62,544 | $9.07M | 1.1% | +27.9% | 0.002% | |
11/16/2023 | Front Row Advisors LLC | 12,105 | $1.76M | 0.8% | +4.2% | 0.000% | |
11/16/2023 | Journey Advisory Group LLC | 71,252 | $10.33M | 1.5% | +2.4% | 0.002% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 153,907 | $22.32M | 2.5% | +1.4% | 0.005% | |
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11/15/2023 | Integrated Wealth Concepts LLC | 110,673 | $16.05M | 0.3% | +0.9% | 0.004% | |
11/15/2023 | Holderness Investments Co. | 19,342 | $2.81M | 1.1% | -0.8% | 0.001% | |
11/15/2023 | Wunderlich Capital Managemnt | 22,884 | $3.32M | 1.6% | -0.8% | 0.001% | |
11/15/2023 | Townsquare Capital LLC | 145,780 | $21.14M | 0.4% | -3.7% | 0.005% | |
11/15/2023 | Ramirez Asset Management Inc. | 14,258 | $2.07M | 0.4% | N/A | 0.000% | |
11/15/2023 | WealthPlan Investment Management LLC | 22,605 | $3.28M | 0.4% | +132,870.6% | 0.001% | |
11/15/2023 | Hamilton Capital LLC | 4,617 | $0.67M | 0.1% | -4.8% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 399,025 | $57.87M | 0.2% | +1.8% | 0.014% | |
11/15/2023 | Toroso Investments LLC | 73,882 | $10.71M | 0.3% | +12.9% | 0.003% | |
11/15/2023 | FSA Wealth Management LLC | 2,984 | $0.43M | 0.2% | +3.8% | 0.000% | |