4/30/2025 | State of Michigan Retirement System | 55,630 | $11.64M | 0.1% | -0.5% | 0.030% | |
4/30/2025 | Cerity Partners LLC | 54,192 | $11.34M | 0.0% | -8.9% | 0.029% | |
4/30/2025 | DMC Group LLC | 2,259 | $473K | 0.4% | -21.3% | 0.001% | |
4/30/2025 | Allworth Financial LP | 3,677 | $795K | 0.0% | -1.6% | 0.002% | |
4/30/2025 | Stonebrook Private Inc. | 3,306 | $692K | 0.2% | +5.0% | 0.002% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 14,844 | $3.11M | 0.4% | -3.9% | 0.008% | |
4/30/2025 | Sharpepoint LLC | 13,253 | $2.93M | 2.6% | +2.6% | 0.007% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 33,839 | $7.08M | 1.8% | -10.8% | 0.018% | |
4/30/2025 | Leavell Investment Management Inc. | 7,743 | $1.62M | 0.1% | -4.6% | 0.004% | |
4/30/2025 | Bridges Investment Management Inc. | 6,177 | $1.29M | 0.0% | -28.4% | 0.003% | |
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4/30/2025 | Nisa Investment Advisors LLC | 36,442 | $7.63M | 0.0% | -7.5% | 0.019% | |
4/30/2025 | Moloney Securities Asset Management LLC | 2,680 | $561K | 0.1% | -13.7% | 0.001% | |
4/30/2025 | Axxcess Wealth Management LLC | 4,972 | $1.04M | 0.0% | -2.7% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 8,880 | $1.86M | 0.1% | -2.2% | 0.005% | |
4/30/2025 | Cornerstone Planning Group LLC | 182 | $39K | 0.0% | +323.3% | 0.000% | |
4/30/2025 | Brick & Kyle Associates | 22,660 | $4.76M | 2.2% | +1.0% | 0.012% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 11,352 | $2.38M | 0.3% | +3.7% | 0.006% | |
4/30/2025 | Greenleaf Trust | 3,379 | $707K | 0.0% | -9.1% | 0.002% | |
4/30/2025 | Yacktman Asset Management LP | 550,506 | $115.23M | 1.5% | -8.4% | 0.293% | |
4/30/2025 | Personal CFO Solutions LLC | 2,056 | $430K | 0.1% | +7.7% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 1,687 | $353K | 0.0% | -22.4% | 0.001% | |
4/30/2025 | M&T Bank Corp | 13,432 | $2.81M | 0.0% | -0.5% | 0.007% | |
4/30/2025 | Stratos Wealth Partners LTD. | 10,610 | $2.22M | 0.0% | +8.8% | 0.006% | |
4/30/2025 | Stratos Investment Management LLC | 11,870 | $2.49M | 0.1% | +19.0% | 0.006% | |
4/30/2025 | Brown Advisory Inc. | 26,662 | $5.58M | 0.0% | -19.6% | 0.014% | |
4/30/2025 | Harbour Investment Management LLC | 13,143 | $2.75M | 1.2% | -1.4% | 0.007% | |
4/30/2025 | Washington Trust Bank | 53,082 | $11.11M | 1.1% | +6.9% | 0.028% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 2,400 | $502K | 0.0% | -1.9% | 0.001% | |
4/29/2025 | Richard Bernstein Advisors LLC | 12,015 | $2.52M | 0.1% | -3.3% | 0.006% | |
4/29/2025 | Financial Counselors Inc. | 1,414 | $296K | 0.0% | N/A | 0.001% | |
4/29/2025 | Raleigh Capital Management Inc. | 2,543 | $532K | 0.2% | +59.5% | 0.001% | |
4/29/2025 | Callan Capital LLC | 1,107 | $232K | 0.0% | +5.0% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 9,057 | $1.90M | 0.1% | +28.1% | 0.005% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,262,240 | $264.20M | 0.1% | +7.7% | 0.672% | |
4/29/2025 | Penserra Capital Management LLC | 9,675 | $2.02M | 0.0% | +70.0% | 0.005% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 15,181 | $3.18M | 0.2% | -4.0% | 0.008% | |
4/29/2025 | Meridian Investment Counsel Inc. | 9,400 | $1.97M | 0.6% | +2.6% | 0.005% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 1,376 | $288K | 0.0% | +23.0% | 0.001% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 6,800 | $1.42M | 0.3% | -3.9% | 0.004% | |
4/29/2025 | Core Alternative Capital | 17,297 | $3.62M | 0.9% | -6.8% | 0.009% | |
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4/29/2025 | Novare Capital Management LLC | 46,971 | $9.83M | 0.9% | +2.3% | 0.025% | |
4/29/2025 | Concurrent Investment Advisors LLC | 26,606 | $5.57M | 0.1% | +37.2% | 0.014% | |
4/29/2025 | Simmons Bank | 1,907 | $399K | 0.0% | -17.3% | 0.001% | |
4/29/2025 | HM Payson & Co. | 503,112 | $105.31M | 1.8% | +7.5% | 0.268% | |
4/29/2025 | Bank of New York Mellon Corp | 2,703,197 | $565.81M | 0.1% | -15.9% | 1.440% | |
4/29/2025 | World Investment Advisors | 32,851 | $6.88M | 0.2% | -3.8% | 0.018% | |
4/29/2025 | Wayfinding Financial LLC | 362 | $75K | 0.0% | N/A | 0.000% | |
4/29/2025 | Strategic Blueprint LLC | 1,018 | $213K | 0.0% | +6.4% | 0.001% | |
4/29/2025 | Brookstone Capital Management | 12,183 | $2.55M | 0.0% | +236.5% | 0.006% | |
4/29/2025 | Catalyst Capital Advisors LLC | 527 | $110K | 0.0% | +45.2% | 0.000% | |
4/29/2025 | Huntleigh Advisors Inc. | 4,325 | $905K | 0.2% | +2.1% | 0.002% | |
4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 75,830 | $15.87M | 0.9% | -0.4% | 0.040% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 19,513 | $4.08M | 0.1% | +36.3% | 0.010% | |
4/29/2025 | IFM Investors Pty Ltd | 19,933 | $4.17M | 0.0% | +30.1% | 0.011% | |
4/29/2025 | OneDigital Investment Advisors LLC | 5,665 | $1.19M | 0.0% | +8.8% | 0.003% | |
4/29/2025 | 44 Wealth Management LLC | 10,581 | $2.22M | 0.8% | +19.4% | 0.006% | |
4/29/2025 | Avantax Planning Partners Inc. | 1,800 | $377K | 0.0% | +4.6% | 0.001% | |
4/29/2025 | Calamos Advisors LLC | 123,751 | $25.90M | 0.1% | +3.6% | 0.066% | |
4/29/2025 | Leeward Investments LLC MA | 35,312 | $7.39M | 0.4% | +7.0% | 0.019% | |
4/29/2025 | Goelzer Investment Management Inc. | 1,001 | $210K | 0.0% | N/A | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,966 | $412K | 0.0% | -3.9% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 7,719 | $1.62M | 0.0% | +6.0% | 0.004% | |
4/28/2025 | Principal Financial Group Inc. | 213,951 | $44.78M | 0.0% | -1.2% | 0.114% | |
4/28/2025 | Mutual Advisors LLC | 4,390 | $949K | 0.0% | -2.8% | 0.002% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 16,185 | $3.39M | 0.1% | -0.6% | 0.009% | |
4/28/2025 | Capital Investment Counsel Inc | 1,355 | $284K | 0.0% | N/A | 0.001% | |
4/28/2025 | Teacher Retirement System of Texas | 36,530 | $7.65M | 0.0% | +226.5% | 0.019% | |
4/28/2025 | First Horizon Advisors Inc. | 49,711 | $10.41M | 0.3% | -0.1% | 0.026% | |
4/28/2025 | Private Trust Co. NA | 1,254 | $262K | 0.0% | +29.1% | 0.001% | |
4/28/2025 | Pinnacle Financial Partners Inc | 36,197 | $7.58M | 0.2% | +0.3% | 0.019% | |
4/28/2025 | Aaron Wealth Advisors LLC | 1,278 | $267K | 0.0% | N/A | 0.001% | |
4/28/2025 | Coastline Trust Co | 2,304 | $482K | 0.1% | -24.0% | 0.001% | |
4/28/2025 | NovaPoint Capital LLC | 16,568 | $3.47M | 1.1% | +3.0% | 0.009% | |
4/28/2025 | Keybank National Association OH | 15,884 | $3.33M | 0.0% | +1.7% | 0.008% | |
4/28/2025 | DAVENPORT & Co LLC | 628,626 | $131.33M | 0.8% | +18.9% | 0.335% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 22,443 | $4.70M | 0.0% | +1.6% | 0.012% | |
4/28/2025 | Clear Creek Financial Management LLC | 1,328 | $278K | 0.0% | N/A | 0.001% | |
4/28/2025 | Cidel Asset Management Inc. | 1,624 | $340K | 0.0% | +6.6% | 0.001% | |
4/28/2025 | Vontobel Holding Ltd. | 1,455 | $305K | 0.0% | +22.7% | 0.001% | |
4/25/2025 | Mather Group LLC. | 930 | $195K | 0.0% | +6.7% | 0.000% | |
4/25/2025 | Koshinski Asset Management Inc. | 1,688 | $353K | 0.0% | +3.1% | 0.001% | |
4/25/2025 | WASHINGTON TRUST Co | 1,358 | $284K | 0.0% | +89.1% | 0.001% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 3,434 | $719K | 0.1% | -14.6% | 0.002% | |
4/25/2025 | Canandaigua National Trust Co of Florida | 961 | $201K | 0.2% | N/A | 0.001% | |
4/25/2025 | New York State Teachers Retirement System | 140,436 | $29.40M | 0.1% | -7.1% | 0.075% | |
4/25/2025 | Amalgamated Bank | 37,060 | $7.76M | 0.1% | +1.1% | 0.020% | |
4/25/2025 | Verity Asset Management Inc. | 2,620 | $549K | 0.2% | +68.9% | 0.001% | |
4/25/2025 | BankPlus Wealth Management LLC | 2,061 | $432K | 0.3% | +6.0% | 0.001% | |
4/25/2025 | Citizens National Bank Trust Department | 6,524 | $1.37M | 0.3% | +13.3% | 0.003% | |
4/25/2025 | Stonebridge Financial Group LLC | 18,325 | $3.84M | 0.4% | +7.4% | 0.010% | |
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4/25/2025 | McGuire Investment Group LLC | 10,139 | $2.12M | 0.3% | +2.2% | 0.005% | |
4/25/2025 | Aljian Capital Management LLC | 8,271 | $1.73M | 0.4% | +6.8% | 0.004% | |
4/25/2025 | Capital Advisors Wealth Management LLC | 2,172 | $455K | 0.1% | -4.4% | 0.001% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 524,327 | $109.75M | 0.1% | +0.7% | 0.279% | |
4/24/2025 | Golden State Wealth Management LLC | 299 | $63K | 0.0% | +50.3% | 0.000% | |
4/24/2025 | Mendel Capital Management LLC | 4,720 | $988K | 0.6% | +3.0% | 0.003% | |
4/24/2025 | Confluence Wealth Services Inc. | 1,269 | $274K | 0.0% | -78.1% | 0.001% | |
4/24/2025 | CWC Advisors LLC. | 4,112 | $861K | 0.5% | +58.4% | 0.002% | |
4/24/2025 | Sunbelt Securities Inc. | 4,427 | $927K | 0.1% | -1.3% | 0.002% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 2,321,324 | $486.90M | 0.8% | +15.5% | 1.237% | |