12/1/2023 | B. Riley Wealth Advisors Inc. | 162,575 | $16.86M | 0.5% | -3.9% | 0.006% | |
12/1/2023 | Wellington Management Group LLP | 82,442,666 | $8.49B | 1.7% | +6.7% | 3.253% | |
11/30/2023 | American Century Companies Inc. | 1,671,202 | $172.05M | 0.1% | -12.1% | 0.066% | |
11/30/2023 | Modera Wealth Management LLC | 55,151 | $5.68M | 0.1% | -1.6% | 0.002% | |
11/28/2023 | ASB Consultores LLC | 3,483 | $0.36M | 0.1% | -51.3% | 0.000% | |
11/28/2023 | IMA Wealth Inc. | 28,933 | $2.98M | 0.8% | -2.4% | 0.001% | |
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11/28/2023 | Bar Harbor Wealth Management | 136,991 | $14.10M | 1.1% | -1.1% | 0.005% | |
11/28/2023 | Dakota Community Bank & Trust NA | 3,424 | $0.35M | 2.2% | -5.9% | 0.000% | |
11/27/2023 | AllSquare Wealth Management LLC | 3,749 | $0.39M | 0.2% | +11.9% | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 129,257 | $13.31M | 0.9% | +1.2% | 0.005% | |
11/27/2023 | Banque Pictet & Cie SA | 867,923 | $89.35M | 1.0% | +2.8% | 0.034% | |
11/24/2023 | Deutsche Bank AG | 19,324,002 | $1.99B | 1.3% | -10.2% | 0.763% | |
11/24/2023 | EP Wealth Advisors LLC | 187,888 | $19.34M | 0.3% | +808.5% | 0.007% | |
11/22/2023 | Public Sector Pension Investment Board | 1,577,393 | $162.39M | 1.2% | +45.3% | 0.062% | |
11/22/2023 | Connors Investor Services Inc. | 123,527 | $12.70M | 1.6% | -0.6% | 0.005% | |
11/22/2023 | Graham Capital Management L.P. | 68,655 | $7.07M | 0.2% | N/A | 0.003% | |
11/22/2023 | Verity Asset Management Inc. | 7,668 | $0.79M | 0.6% | -2.7% | 0.000% | |
11/21/2023 | Auxier Asset Management | 124,131 | $12.78M | 2.2% | +0.1% | 0.005% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 25,963 | $2.67M | 2.4% | N/A | 0.001% | |
11/21/2023 | Oak Grove Capital LLC | 20,160 | $2.08M | 0.7% | +15.2% | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 23,574 | $2.43M | 0.5% | N/A | 0.001% | |
11/21/2023 | Comerica Bank | 1,140,296 | $117.39M | 0.6% | -66.5% | 0.045% | |
11/21/2023 | Braun Stacey Associates Inc. | 220,618 | $22.71M | 1.1% | -2.8% | 0.009% | |
11/21/2023 | Spears Abacus Advisors LLC | 12,869 | $1.33M | 0.1% | -5.9% | 0.001% | |
11/21/2023 | Tompkins Financial Corp | 90,318 | $9.30M | 1.5% | +11.2% | 0.004% | |
11/20/2023 | Silver Oak Securities Incorporated | 4,808 | $0.50M | 0.1% | +17.4% | 0.000% | |
11/17/2023 | OLD National Bancorp IN | 133,327 | $13.73M | 0.4% | -1.7% | 0.005% | |
11/17/2023 | Spartan Planning & Wealth Management | 2,307 | $0.24M | 0.3% | N/A | 0.000% | |
11/17/2023 | Seelaus Asset Management LLC | 10,541 | $1.09M | 1.2% | -1.9% | 0.000% | |
11/17/2023 | SkyView Investment Advisors LLC | 7,073 | $0.73M | 0.3% | -55.5% | 0.000% | |
11/17/2023 | Jacobs Levy Equity Management Inc. | 117,405 | $12.09M | 0.1% | N/A | 0.005% | |
11/16/2023 | Schubert & Co | 3,044 | $0.31M | 0.3% | -26.3% | 0.000% | |
11/16/2023 | Resources Management Corp CT ADV | 19,441 | $2M | 0.3% | +13.8% | 0.001% | |
11/16/2023 | Integrated Advisors Network LLC | 47,898 | $4.93M | 0.3% | -5.8% | 0.002% | |
11/16/2023 | Creative Planning | 893,239 | $91.96M | 0.1% | +27.7% | 0.035% | |
11/16/2023 | Revisor Wealth Management LLC | 2,227 | $0.23M | 0.2% | N/A | 0.000% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 4,106 | $0.42M | 0.0% | +963.7% | 0.000% | |
11/16/2023 | Orion Capital Management LLC | 6,528 | $0.67M | 0.4% | -9.1% | 0.000% | |
11/16/2023 | Ashford Capital Management Inc. | 57,365 | $5.91M | 0.9% | -1.4% | 0.002% | |
11/16/2023 | Blueprint Investment Partners LLC | 7,282 | $0.75M | 0.2% | -38.1% | 0.000% | |
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11/16/2023 | Brooks Moore & Associates Inc. | 47,742 | $4.92M | 3.7% | +2.8% | 0.002% | |
11/16/2023 | BRYN MAWR TRUST Co | 147,120 | $15.15M | 0.7% | -0.6% | 0.006% | |
11/16/2023 | Owen LaRue LLC | 15,784 | $1.63M | 1.8% | -50.2% | 0.001% | |
11/16/2023 | McIlrath & Eck LLC | 4,025 | $0.41M | 0.1% | +7.4% | 0.000% | |
11/16/2023 | Panoramic Investment Advisors LLC | 5,280 | $0.54M | 0.5% | N/A | 0.000% | |
11/16/2023 | Obsidian Personal Planning Solutions LLC | 2,690 | $0.28M | 0.4% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 19,716 | $2.03M | 0.1% | +1.4% | 0.001% | |
11/16/2023 | Horizon Family Wealth Inc. | 4,446 | $0.46M | 0.2% | N/A | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 15,330 | $1.58M | 0.2% | -5.6% | 0.001% | |
11/16/2023 | First Foundation Advisors | 20,777 | $2.14M | 0.1% | -3.1% | 0.001% | |
11/16/2023 | Beaird Harris Wealth Management LLC | 1,433 | $0.15M | 0.0% | +9.6% | 0.000% | |
11/16/2023 | Public Employees Retirement System of Ohio | 1,419,562 | $146.14M | 0.7% | -6.8% | 0.056% | |
11/16/2023 | Greenwood Gearhart Inc. | 153,061 | $15.76M | 1.9% | +2.0% | 0.006% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 54,839 | $5.65M | 0.1% | +0.8% | 0.002% | |
11/16/2023 | Studio Investment Management LLC | 47,293 | $4.90M | 1.4% | -4.1% | 0.002% | |
11/16/2023 | American Trust | 4,059 | $0.42M | 0.0% | -53.2% | 0.000% | |
11/16/2023 | FineMark National Bank & Trust | 133,249 | $13.72M | 0.6% | -3.4% | 0.005% | |
11/16/2023 | Fairfield Bush & CO. | 13,147 | $1.35M | 0.9% | -44.1% | 0.001% | |
11/16/2023 | Advisors Capital Management LLC | 68,941 | $7.10M | 0.2% | +2.2% | 0.003% | |
11/16/2023 | Morgan Stanley | 38,594,793 | $3.97B | 0.4% | -1.5% | 1.523% | |
11/16/2023 | Essex Financial Services Inc. | 36,599 | $3.77M | 0.4% | -1.8% | 0.001% | |
11/16/2023 | Journey Advisory Group LLC | 44,470 | $4.58M | 0.7% | +2.2% | 0.002% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 123,845 | $12.75M | 1.4% | +1.6% | 0.005% | |
11/15/2023 | Integrated Wealth Concepts LLC | 82,584 | $8.50M | 0.1% | -3.9% | 0.003% | |
11/15/2023 | Holderness Investments Co. | 36,202 | $3.73M | 1.5% | -0.8% | 0.001% | |
11/15/2023 | Townsquare Capital LLC | 386,796 | $39.82M | 0.7% | +0.6% | 0.015% | |
11/15/2023 | Ramirez Asset Management Inc. | 17,768 | $1.83M | 0.4% | N/A | 0.001% | |
11/15/2023 | WealthPlan Investment Management LLC | 10,232 | $1.05M | 0.1% | +3,477.6% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 581,911 | $59.91M | 0.2% | -3.2% | 0.023% | |
11/15/2023 | Toroso Investments LLC | 102,788 | $10.58M | 0.3% | -5.7% | 0.004% | |
11/15/2023 | iA Global Asset Management Inc. | 121,695 | $12.53M | 0.2% | +28.2% | 0.005% | |
11/15/2023 | The Manufacturers Life Insurance Company | 4,479,600 | $461.18M | 0.3% | +7.4% | 0.177% | |
11/15/2023 | V Wealth Advisors LLC | 6,755 | $0.70M | 0.6% | -66.2% | 0.000% | |
11/15/2023 | Brick & Kyle Associates | 60,872 | $6.27M | 3.3% | -0.6% | 0.002% | |
11/15/2023 | Dana Investment Advisors Inc. | 208,429 | $21.46M | 1.1% | +21.3% | 0.008% | |
11/15/2023 | Crestwood Advisors Group LLC | 120,918 | $12.45M | 0.3% | +11.3% | 0.005% | |
11/15/2023 | Objective Capital Management LLC | 4,810 | $0.50M | 0.4% | -2.5% | 0.000% | |
11/15/2023 | Adalta Capital Management LLC | 89,200 | $9.25M | 6.3% | +0.2% | 0.004% | |
11/15/2023 | Alethea Capital Management LLC | 5,703 | $0.59M | 0.7% | -31.4% | 0.000% | |
11/15/2023 | Old North State Trust LLC | 9,763 | $1.01M | 0.8% | -6.8% | 0.000% | |
11/15/2023 | Baker Avenue Asset Management LP | 9,230 | $0.95M | 0.0% | -2.7% | 0.000% | |
11/15/2023 | Cito Capital Group LLC | 20,256 | $2.10M | 1.0% | +2.0% | 0.001% | |
11/15/2023 | Industrial Alliance Investment Management Inc. | 7,947 | $0.82M | 0.4% | +151.2% | 0.000% | |
11/15/2023 | Royal Bank of Canada | 13,275,923 | $1.37B | 0.4% | -7.2% | 0.524% | |
11/15/2023 | Royal London Asset Management Ltd. | 1,119,964 | $115.35M | 0.4% | +5.2% | 0.044% | |
11/15/2023 | Rainsberger Wealth Advisors Inc. | 13,436 | $1.38M | 0.8% | +2.7% | 0.001% | |
11/15/2023 | Redwood Grove Capital LLC | 88,700 | $9.13M | 3.7% | +6.0% | 0.004% | |
11/15/2023 | Riggs Asset Managment Co. Inc. | 17,293 | $1.78M | 0.6% | -1.9% | 0.001% | |
11/15/2023 | Round Hill Asset Management | 90,395 | $9.31M | 6.1% | -2.3% | 0.004% | |
11/15/2023 | Schroder Investment Management Group | 7,140,162 | $735.08M | 1.1% | -3.7% | 0.282% | |
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11/15/2023 | Scotia Capital Inc. | 254,486 | $26.20M | 0.2% | -27.7% | 0.010% | |
11/15/2023 | Sei Investments Co. | 1,517,525 | $156.23M | 0.3% | +0.7% | 0.060% | |
11/15/2023 | Seven Eight Capital LP | 115,677 | $11.91M | 1.4% | N/A | 0.005% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 2,606 | $0.27M | 0.1% | N/A | 0.000% | |
11/15/2023 | Shepherd Kaplan Krochuk LLC | 8,859 | $0.91M | 0.8% | -7.4% | 0.000% | |
11/15/2023 | JT Stratford LLC | 6,220 | $0.64M | 0.2% | -48.3% | 0.000% | |
11/15/2023 | Jackson Wealth Management LLC | 46,199 | $4.76M | 0.7% | +0.7% | 0.002% | |
11/15/2023 | Kelly Lawrence W & Associates Inc. CA | 69,928 | $7.20M | 1.9% | -0.8% | 0.003% | |
11/15/2023 | Kennedy Capital Management LLC | 12,573 | $1.29M | 0.0% | +16.7% | 0.000% | |
11/15/2023 | KPP Advisory Services LLC | 10,451 | $1.08M | 0.4% | N/A | 0.000% | |