5/1/2025 | SteelPeak Wealth LLC | 88,238 | $7.99M | 0.3% | +111.2% | 0.003% | |
5/1/2025 | Diversify Wealth Management LLC | 31,134 | $2.64M | 0.2% | +53.4% | 0.001% | |
5/1/2025 | Xponance Inc. | 626,496 | $56.23M | 0.5% | +3.8% | 0.025% | |
5/1/2025 | Country Club Bank | 88,719 | $7.92M | 0.5% | +2.0% | 0.004% | |
5/1/2025 | Fidelis Capital Partners LLC | 37,083 | $3.07M | 0.3% | -20.4% | 0.001% | |
4/30/2025 | Genus Capital Management Inc. | 3,859 | $346K | 0.1% | -186.2% | 0.000% | |
4/30/2025 | Ramsay Stattman Vela & Price Inc. | 23,439 | $2.10M | 0.4% | -22.0% | 0.001% | |
4/30/2025 | Processus Wealth & Capital Management LLC | 15,322 | $1.38M | 1.2% | +2.1% | 0.001% | |
4/30/2025 | State of Michigan Retirement System | 719,290 | $64.56M | 0.4% | 0.0% | 0.029% | |
4/30/2025 | MJP Associates Inc. ADV | 19,661 | $1.77M | 0.3% | +5.5% | 0.001% | |
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4/30/2025 | Cerity Partners LLC | 1,985,822 | $178.28M | 0.4% | +11.9% | 0.079% | |
4/30/2025 | Alan B Lancz & Associates Inc. | 12,804 | $1.15M | 1.2% | -3.8% | 0.001% | |
4/30/2025 | DMC Group LLC | 9,482 | $851K | 0.7% | -21.9% | 0.000% | |
4/30/2025 | Peoples Bank OH | 8,200 | $736K | 0.5% | -5.9% | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 1,272 | $114K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 337,601 | $30.30M | 0.2% | +0.8% | 0.013% | |
4/30/2025 | Allworth Financial LP | 104,192 | $9.35M | 0.1% | +14.2% | 0.004% | |
4/30/2025 | Stonebrook Private Inc. | 35,066 | $3.15M | 0.8% | -1.6% | 0.001% | |
4/30/2025 | Parr Mcknight Wealth Management Group LLC | 41,280 | $3.71M | 0.5% | +11.2% | 0.002% | |
4/30/2025 | CFO4Life Group LLC | 2,797 | $251K | 0.0% | +6.3% | 0.000% | |
4/30/2025 | tru Independence LLC | 50,977 | $4.58M | 1.4% | +4.9% | 0.002% | |
4/30/2025 | Rogco LP | 8,446 | $758K | 0.3% | +4.2% | 0.000% | |
4/30/2025 | Alpine Woods Capital Investors LLC | 33,047 | $2.97M | 0.7% | -25.5% | 0.001% | |
4/30/2025 | Peddock Capital Advisors LLC | 10,145 | $911K | 0.2% | -11.5% | 0.000% | |
4/30/2025 | Forza Wealth Management LLC | 10,761 | $966K | 0.4% | +1.3% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 43,744 | $3.96M | 0.2% | -13.6% | 0.002% | |
4/30/2025 | Quotient Wealth Partners LLC | 8,069 | $724K | 0.0% | -12.7% | 0.000% | |
4/30/2025 | Main Street Research LLC | 9,230 | $836K | 0.1% | -4.5% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 56,446 | $5.07M | 0.1% | -4.6% | 0.002% | |
4/30/2025 | Mraz Amerine & Associates Inc. | 2,728 | $243K | 0.0% | N/A | 0.000% | |
4/30/2025 | First Interstate Bank | 12,222 | $1.10M | 0.1% | -13.0% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 677,428 | $61.36M | 0.3% | -21.4% | 0.027% | |
4/30/2025 | Van Cleef Asset Management Inc | 19,358 | $1.74M | 0.2% | -7.9% | 0.001% | |
4/30/2025 | Topsail Wealth Management LLC | 4,865 | $441K | 0.1% | +129.6% | 0.000% | |
4/30/2025 | Moloney Securities Asset Management LLC | 43,599 | $3.91M | 0.5% | +211.7% | 0.002% | |
4/30/2025 | Banque Pictet & Cie SA | 1,114,571 | $100.04M | 0.8% | -7.3% | 0.044% | |
4/30/2025 | LBP AM SA | 344,424 | $30.92M | 0.5% | -6.6% | 0.014% | |
4/30/2025 | Axxcess Wealth Management LLC | 68,214 | $6.12M | 0.2% | -8.5% | 0.003% | |
4/30/2025 | New Mexico Educational Retirement Board | 118,186 | $10.61M | 0.4% | -2.2% | 0.005% | |
4/30/2025 | Twelve Points Wealth Management LLC | 17,339 | $1.56M | 0.4% | +10.0% | 0.001% | |
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4/30/2025 | Court Place Advisors LLC | 27,617 | $2.48M | 0.8% | -4.7% | 0.001% | |
4/30/2025 | Rehmann Capital Advisory Group | 32,795 | $2.94M | 0.2% | -0.5% | 0.001% | |
4/30/2025 | Chemung Canal Trust Co. | 47,192 | $4.24M | 0.9% | -15.7% | 0.002% | |
4/30/2025 | Cornerstone Planning Group LLC | 2,922 | $262K | 0.1% | +37.8% | 0.000% | |
4/30/2025 | Aspen Wealth Strategies LLC | 2,748 | $247K | 0.2% | +11.4% | 0.000% | |
4/30/2025 | Brick & Kyle Associates | 65,322 | $5.76M | 2.6% | -2.8% | 0.003% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 33,832 | $3.04M | 0.6% | +0.5% | 0.001% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 11,659 | $1.05M | 0.1% | +6.6% | 0.000% | |
4/30/2025 | Greenleaf Trust | 96,886 | $8.70M | 0.1% | -6.3% | 0.004% | |
4/30/2025 | Optimum Investment Advisors | 4,800 | $431K | 0.2% | -6.8% | 0.000% | |
4/30/2025 | CORDA Investment Management LLC. | 410,363 | $36.83M | 2.9% | +29.4% | 0.016% | |
4/30/2025 | Trek Financial LLC | 17,929 | $1.61M | 0.1% | +9.8% | 0.001% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 5,390,606 | $481.00M | 0.9% | -0.7% | 0.214% | |
4/30/2025 | OMNI 360 Wealth Inc. | 2,685 | $241K | 0.1% | +14.4% | 0.000% | |
4/30/2025 | Personal CFO Solutions LLC | 53,822 | $4.83M | 1.0% | -0.7% | 0.002% | |
4/30/2025 | AlphaStar Capital Management LLC | 20,937 | $1.88M | 0.2% | +2.4% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 86,240 | $7.74M | 0.2% | -2.8% | 0.003% | |
4/30/2025 | CapWealth Advisors LLC | 230,364 | $20.68M | 2.2% | +7.3% | 0.009% | |
4/30/2025 | Stratos Wealth Partners LTD. | 161,018 | $14.45M | 0.2% | -6.0% | 0.006% | |
4/30/2025 | Stratos Wealth Advisors LLC | 21,774 | $1.96M | 0.1% | -44.9% | 0.001% | |
4/30/2025 | Liberty One Investment Management LLC | 42,522 | $3.82M | 0.4% | +17.3% | 0.002% | |
4/30/2025 | Stratos Investment Management LLC | 112,002 | $10.05M | 0.5% | +147.4% | 0.004% | |
4/30/2025 | Black Diamond Financial LLC | 4,899 | $440K | 0.1% | -3.9% | 0.000% | |
4/30/2025 | May Hill Capital LLC | 5,058 | $454K | 0.2% | -16.1% | 0.000% | |
4/30/2025 | Navalign LLC | 14,118 | $1.27M | 0.4% | +3.8% | 0.001% | |
4/30/2025 | Sigma Investment Counselors Inc. | 4,754 | $427K | 0.0% | -29.9% | 0.000% | |
4/30/2025 | Investment Partners LTD. | 5,189 | $466K | 0.2% | +10.1% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 1,289,465 | $115.74M | 0.2% | -44.4% | 0.051% | |
4/30/2025 | ARGA Investment Management LP | 128,160 | $11.50M | 0.4% | N/A | 0.005% | |
4/30/2025 | Bank Hapoalim BM | 26,754 | $2.40M | 0.3% | +31.6% | 0.001% | |
4/30/2025 | Ninety One UK Ltd | 56,695 | $5.09M | 0.0% | +26.0% | 0.002% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 56,566 | $5.12M | 0.5% | +13.8% | 0.002% | |
4/30/2025 | Alpha Cubed Investments LLC | 68,262 | $6.13M | 0.3% | -70.2% | 0.003% | |
4/30/2025 | Gibraltar Capital Management Inc. | 79,551 | $7.14M | 1.5% | +35.5% | 0.003% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 48,956 | $4.39M | 0.5% | -2.8% | 0.002% | |
4/30/2025 | Family Capital Management Inc. | 3,779 | $339K | 0.2% | +43.2% | 0.000% | |
4/30/2025 | Dupree Financial Group LLC | 4,769 | $428K | 0.2% | -3.1% | 0.000% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 6,257 | $562K | 0.1% | -75.7% | 0.000% | |
4/30/2025 | Interchange Capital Partners LLC | 9,482 | $851K | 0.2% | -14.1% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 250,008 | $22.44M | 0.4% | +3.0% | 0.010% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 28,294 | $2.54M | 0.9% | -5.5% | 0.001% | |
4/30/2025 | Washington Trust Bank | 138,872 | $12.47M | 1.2% | +1.7% | 0.006% | |
4/29/2025 | Centennial Bank AR | 10,287 | $923K | 0.4% | -13.1% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 32,888 | $2.95M | 0.1% | +27.8% | 0.001% | |
4/29/2025 | Richard Bernstein Advisors LLC | 39,005 | $3.50M | 0.1% | -2.1% | 0.002% | |
4/29/2025 | Financial Counselors Inc. | 705,128 | $63.29M | 1.0% | +14.0% | 0.028% | |
4/29/2025 | Raleigh Capital Management Inc. | 6,300 | $565K | 0.3% | -51.2% | 0.000% | |
4/29/2025 | YANKCOM Partnership | 15,015 | $1.35M | 0.7% | +9.9% | 0.001% | |
4/29/2025 | Callan Capital LLC | 11,927 | $1.07M | 0.1% | -3.8% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 78,174 | $7.02M | 0.2% | +13.4% | 0.003% | |
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4/29/2025 | BOCHK Asset Management Ltd | 1,787 | $160K | 0.1% | N/A | 0.000% | |
4/29/2025 | OLD Republic International Corp | 613,600 | $55.08M | 2.1% | +0.9% | 0.024% | |
4/29/2025 | Capital Advisors Inc. OK | 6,792 | $610K | 0.0% | -7.6% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 24,914 | $2.24M | 0.8% | -9.0% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 5,044,840 | $452.83M | 0.1% | -21.9% | 0.200% | |
4/29/2025 | Roffman Miller Associates Inc. PA | 199,999 | $17.95M | 1.1% | +3.0% | 0.008% | |
4/29/2025 | Hexagon Capital Partners LLC | 10,581 | $950K | 0.2% | +63.0% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 2,221 | $198K | 0.0% | -74.0% | 0.000% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 27,574 | $2.48M | 1.2% | -19.2% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 31,541 | $2.83M | 0.1% | -60.3% | 0.001% | |