4/30/2025 | Cerity Partners LLC | 777,309 | $22.18M | 0.0% | +1.7% | 0.035% | |
4/30/2025 | Hara Capital LLC | 10,269 | $293K | 0.2% | -23.7% | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 1,752,158 | $49.99M | 0.3% | +7.0% | 0.079% | |
4/30/2025 | Leavell Investment Management Inc. | 137,952 | $3.94M | 0.2% | +26.1% | 0.006% | |
4/30/2025 | Quotient Wealth Partners LLC | 10,355 | $295K | 0.0% | +11.8% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 256,553 | $7.32M | 0.0% | -4.6% | 0.012% | |
4/30/2025 | Moloney Securities Asset Management LLC | 9,655 | $275K | 0.0% | -4.4% | 0.000% | |
4/30/2025 | Axxcess Wealth Management LLC | 70,383 | $2.01M | 0.1% | +4.5% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 90,280 | $2.58M | 0.1% | -2.0% | 0.004% | |
4/30/2025 | Cornerstone Planning Group LLC | 2,890 | $77K | 0.0% | +32.4% | 0.000% | |
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4/30/2025 | MeadowBrook Investment Advisors LLC | 8,562 | $244K | 0.2% | -20.5% | 0.000% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 95,395 | $2.72M | 0.4% | +0.8% | 0.004% | |
4/30/2025 | Greenleaf Trust | 62,982 | $1.80M | 0.0% | +3.8% | 0.003% | |
4/30/2025 | Silverlake Wealth Management LLC | 69,488 | $1.98M | 0.7% | +4.7% | 0.003% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 642,495 | $17.88M | 0.0% | +12.7% | 0.029% | |
4/30/2025 | Personal CFO Solutions LLC | 8,056 | $230K | 0.0% | -13.8% | 0.000% | |
4/30/2025 | AlphaStar Capital Management LLC | 21,909 | $625K | 0.1% | +4.8% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 39,222 | $1.12M | 0.0% | +45.3% | 0.002% | |
4/30/2025 | BXM Wealth LLC | 14,421 | $411K | 0.5% | -25.7% | 0.001% | |
4/30/2025 | M&T Bank Corp | 174,038 | $4.97M | 0.0% | -5.3% | 0.008% | |
4/30/2025 | 49 Wealth Management LLC | 10,447 | $298K | 0.0% | N/A | 0.000% | |
4/30/2025 | Stratos Wealth Partners LTD. | 65,916 | $1.88M | 0.0% | -9.5% | 0.003% | |
4/30/2025 | Stratos Wealth Advisors LLC | 18,603 | $531K | 0.0% | -12.9% | 0.001% | |
4/30/2025 | Hourglass Capital LLC | 300,760 | $8.58M | 2.2% | -0.7% | 0.014% | |
4/30/2025 | Sigma Investment Counselors Inc. | 91,683 | $2.62M | 0.2% | -5.6% | 0.004% | |
4/30/2025 | Brown Advisory Inc. | 1,004,855 | $28.67M | 0.0% | -0.9% | 0.045% | |
4/30/2025 | Alpha Cubed Investments LLC | 15,030 | $429K | 0.0% | +55.9% | 0.001% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 10,153 | $290K | 0.1% | +13.2% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 111,731 | $3.19M | 0.1% | +0.8% | 0.005% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 901,204 | $25.71M | 0.8% | +127.2% | 0.041% | |
4/29/2025 | Financial Counselors Inc. | 12,473 | $356K | 0.0% | +14.3% | 0.001% | |
4/29/2025 | Raleigh Capital Management Inc. | 17,739 | $506K | 0.2% | -8.1% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 23,902 | $682K | 0.0% | +14.8% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 4,621,872 | $131.86M | 0.0% | +2.5% | 0.208% | |
4/29/2025 | Hexagon Capital Partners LLC | 22,480 | $641K | 0.1% | -3.4% | 0.001% | |
4/29/2025 | Drake & Associates LLC | 16,891 | $482K | 0.1% | +29.2% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 27,298 | $779K | 0.0% | -47.2% | 0.001% | |
4/29/2025 | Argentarii LLC | 83,253 | $2.38M | 1.2% | +32.4% | 0.004% | |
4/29/2025 | Jackson Wealth Management LLC | 118,882 | $3.39M | 0.4% | -2.7% | 0.005% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 20,956 | $598K | 0.1% | +5.2% | 0.001% | |
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4/29/2025 | Compass Wealth Management LLC | 74,085 | $2.11M | 0.5% | -31.2% | 0.003% | |
4/29/2025 | Sierra Ocean LLC | 873 | $25K | 0.0% | +927.1% | 0.000% | |
4/29/2025 | Proffitt & Goodson Inc. | 8,871 | $253K | 0.0% | -5.6% | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 125,327 | $3.58M | 0.1% | +9.7% | 0.006% | |
4/29/2025 | Simmons Bank | 14,972 | $427K | 0.0% | -7.1% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 13,649,104 | $389.41M | 0.1% | -0.6% | 0.614% | |
4/29/2025 | SL Advisors LLC | 47,472 | $1.35M | 2.3% | -0.9% | 0.002% | |
4/29/2025 | Elite Financial Inc. | 4,070 | $116K | 0.1% | N/A | 0.000% | |
4/29/2025 | World Investment Advisors | 57,629 | $1.64M | 0.0% | -21.0% | 0.003% | |
4/29/2025 | Truist Financial Corp | 1,747,091 | $49.85M | 0.1% | -1.1% | 0.079% | |
4/29/2025 | Capital Investment Advisory Services LLC | 47,484 | $1.36M | 0.1% | +7.0% | 0.002% | |
4/29/2025 | Brookstone Capital Management | 459,486 | $13.11M | 0.2% | -6.1% | 0.021% | |
4/29/2025 | Catalyst Capital Advisors LLC | 779,263 | $22.23M | 0.5% | +4.0% | 0.035% | |
4/29/2025 | Global Wealth Management Investment Advisory Inc. | 46,536 | $1.33M | 0.3% | -6.4% | 0.002% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 1,803,086 | $51.45M | 3.5% | -1.5% | 0.081% | |
4/29/2025 | Huntleigh Advisors Inc. | 20,746 | $592K | 0.1% | -3.1% | 0.001% | |
4/29/2025 | IFM Investors Pty Ltd | 616,682 | $17.59M | 0.2% | +6.1% | 0.028% | |
4/29/2025 | GF Fund Management CO. LTD. | 25,148 | $717K | 0.0% | N/A | 0.001% | |
4/29/2025 | OneDigital Investment Advisors LLC | 26,700 | $762K | 0.0% | -44.9% | 0.001% | |
4/29/2025 | Fisher Funds Management LTD | 2,005,914 | $57.23M | 1.4% | -12.0% | 0.090% | |
4/29/2025 | Silver Oak Securities Incorporated | 15,326 | $435K | 0.0% | -9.1% | 0.001% | |
4/29/2025 | Calamos Advisors LLC | 511,337 | $14.59M | 0.1% | +1.1% | 0.023% | |
4/29/2025 | Cohen Investment Advisors LLC | 143,707 | $4.10M | 2.4% | +1.9% | 0.006% | |
4/29/2025 | Aviance Capital Partners LLC | 11,752 | $335K | 0.0% | +16.8% | 0.001% | |
4/29/2025 | Conning Inc. | 19,922 | $568K | 0.0% | +27.4% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 24,815 | $708K | 0.0% | +8.3% | 0.001% | |
4/28/2025 | North Capital Inc. | 1,725 | $49K | 0.0% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 639,466 | $18.24M | 0.1% | +3.4% | 0.029% | |
4/28/2025 | Principal Financial Group Inc. | 3,669,592 | $104.69M | 0.1% | +62.4% | 0.165% | |
4/28/2025 | MBM Wealth Consultants LLC | 14,069 | $401K | 0.1% | +9.6% | 0.001% | |
4/28/2025 | Mutual Advisors LLC | 92,092 | $2.47M | 0.1% | -7.0% | 0.004% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 167,827 | $4.79M | 0.1% | +1.3% | 0.008% | |
4/28/2025 | Smart Money Group LLC | 9,386 | $268K | 0.2% | -19.1% | 0.000% | |
4/28/2025 | Teacher Retirement System of Texas | 385,113 | $10.99M | 0.0% | +226.4% | 0.017% | |
4/28/2025 | First Horizon Advisors Inc. | 12,772 | $364K | 0.0% | +10.5% | 0.001% | |
4/28/2025 | Novem Group | 28,036 | $800K | 0.1% | +21.9% | 0.001% | |
4/28/2025 | Weaver Consulting Group | 9,241 | $264K | 0.1% | -7.8% | 0.000% | |
4/28/2025 | Private Trust Co. NA | 28,866 | $824K | 0.1% | -16.5% | 0.001% | |
4/28/2025 | Pinnacle Financial Partners Inc | 64,737 | $1.84M | 0.0% | -4.4% | 0.003% | |
4/28/2025 | Fiduciary Group LLC | 16,925 | $483K | 0.0% | +5.9% | 0.001% | |
4/28/2025 | Miller Howard Investments Inc. NY | 1,290,732 | $36.83M | 1.2% | -5.4% | 0.058% | |
4/28/2025 | Krane Funds Advisors LLC | 10,776 | $307K | 0.0% | N/A | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 9,293 | $265K | 0.0% | +16.7% | 0.000% | |
4/28/2025 | Sippican Capital Advisors | 54,065 | $1.54M | 1.2% | -7.0% | 0.002% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 78,504 | $2.26M | 2.2% | +2.6% | 0.004% | |
4/28/2025 | Keybank National Association OH | 441,385 | $12.59M | 0.1% | -7.7% | 0.020% | |
4/28/2025 | Rossby Financial LCC | 56,005 | $1.50M | 0.6% | +1.7% | 0.003% | |
4/28/2025 | DAVENPORT & Co LLC | 258,000 | $7.36M | 0.0% | +18.3% | 0.012% | |
4/28/2025 | Summit Trail Advisors LLC | 42,856 | $1.22M | 0.0% | +11.5% | 0.002% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 304,111 | $8.68M | 0.1% | +1.7% | 0.014% | |
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4/28/2025 | Clear Creek Financial Management LLC | 21,234 | $606K | 0.1% | -10.5% | 0.001% | |
4/28/2025 | Cidel Asset Management Inc. | 17,537 | $500K | 0.0% | -8.4% | 0.001% | |
4/28/2025 | RKL Wealth Management LLC | 24,928 | $711K | 0.1% | -5.0% | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 66,543 | $1.90M | 0.0% | +82.3% | 0.003% | |
4/25/2025 | JNBA Financial Advisors | 1,000 | $29K | 0.0% | +669.2% | 0.000% | |
4/25/2025 | Mather Group LLC. | 12,435 | $355K | 0.0% | +8.1% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 9,188 | $262K | 0.1% | N/A | 0.000% | |
4/25/2025 | Deseret Mutual Benefit Administrators | 4,480 | $128K | 0.1% | -9.2% | 0.000% | |
4/25/2025 | Smallwood Wealth Investment Management LLC | 2,868 | $82K | 0.1% | N/A | 0.000% | |
4/25/2025 | CHURCHILL MANAGEMENT Corp | 495,952 | $14.15M | 0.2% | +2.0% | 0.022% | |