4/30/2025 | Greenleaf Trust | 12,485 | $3.53M | 0.0% | +2.9% | 0.002% | |
4/30/2025 | Trek Financial LLC | 1,079 | $305K | 0.0% | -18.8% | 0.000% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 703,819 | $194.75M | 0.4% | -7.7% | 0.120% | |
4/30/2025 | Personal CFO Solutions LLC | 2,604 | $737K | 0.1% | +10.7% | 0.000% | |
4/30/2025 | Valeo Financial Advisors LLC | 3,922 | $1.11M | 0.0% | +7.9% | 0.001% | |
4/30/2025 | M&T Bank Corp | 59,310 | $16.79M | 0.1% | -5.2% | 0.010% | |
4/30/2025 | Stratos Wealth Partners LTD. | 62,233 | $17.61M | 0.3% | -3.0% | 0.011% | |
4/30/2025 | Stratos Wealth Advisors LLC | 9,222 | $2.61M | 0.1% | -1.6% | 0.002% | |
4/30/2025 | Liberty One Investment Management LLC | 1,394 | $394K | 0.0% | +7.0% | 0.000% | |
4/30/2025 | Stratos Investment Management LLC | 1,970 | $558K | 0.0% | +8.7% | 0.000% | |
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4/30/2025 | Lee Johnson Capital Management LLC | 12,891 | $3.65M | 1.9% | N/A | 0.002% | |
4/30/2025 | Sigma Investment Counselors Inc. | 11,486 | $3.25M | 0.2% | -0.7% | 0.002% | |
4/30/2025 | Brown Advisory Inc. | 4,888,372 | $1.38B | 2.0% | -10.7% | 0.834% | |
4/30/2025 | Highview Capital Management LLC DE | 11,303 | $3.20M | 1.3% | +2.4% | 0.002% | |
4/30/2025 | Ninety One UK Ltd | 203,017 | $57.46M | 0.2% | +16.8% | 0.035% | |
4/30/2025 | Davidson Investment Advisors | 84,890 | $24.03M | 1.2% | -16.7% | 0.014% | |
4/30/2025 | Gibraltar Capital Management Inc. | 17,200 | $4.87M | 1.1% | N/A | 0.003% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 10,914 | $3.09M | 0.6% | -9.6% | 0.002% | |
4/30/2025 | Interchange Capital Partners LLC | 2,103 | $595K | 0.2% | +3.4% | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 114,495 | $32.40M | 0.6% | +10.5% | 0.020% | |
4/30/2025 | Washington Trust Bank | 1,134 | $321K | 0.0% | +6.4% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 31,011 | $8.78M | 0.3% | +0.7% | 0.005% | |
4/29/2025 | Financial Counselors Inc. | 43,116 | $12.20M | 0.2% | -3.0% | 0.007% | |
4/29/2025 | Byrne Financial Freedom LLC | 805 | $228K | 0.1% | -10.0% | 0.000% | |
4/29/2025 | Callan Capital LLC | 899 | $254K | 0.0% | N/A | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 11,298 | $3.20M | 0.1% | +4.7% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,776,534 | $502.78M | 0.2% | -0.6% | 0.303% | |
4/29/2025 | Hexagon Capital Partners LLC | 197 | $56K | 0.0% | +239.7% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 3,873 | $1.10M | 0.0% | -27.6% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 545 | $154K | 0.0% | -50.8% | 0.000% | |
4/29/2025 | Cloud Capital Management LLC | 326 | $92K | 0.1% | N/A | 0.000% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 799 | $226K | 0.0% | N/A | 0.000% | |
4/29/2025 | Concurrent Investment Advisors LLC | 5,892 | $1.67M | 0.0% | -3.0% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 4,083,882 | $1.16B | 0.2% | -10.0% | 0.697% | |
4/29/2025 | World Investment Advisors | 7,245 | $2.05M | 0.1% | +7.7% | 0.001% | |
4/29/2025 | Wayfinding Financial LLC | 205 | $58K | 0.0% | N/A | 0.000% | |
4/29/2025 | Truist Financial Corp | 426,337 | $120.66M | 0.2% | +26.2% | 0.073% | |
4/29/2025 | Eukles Asset Management | 19,837 | $5.61M | 2.5% | +8.8% | 0.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 3,308 | $936K | 0.1% | +1.6% | 0.001% | |
4/29/2025 | Impax Asset Management Group plc | 133,753 | $37.85M | 0.2% | +100.6% | 0.023% | |
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4/29/2025 | Kintegral Advisory LLC | 13,022 | $3.69M | 0.6% | -32.9% | 0.002% | |
4/29/2025 | Catalyst Capital Advisors LLC | 527 | $149K | 0.0% | +45.2% | 0.000% | |
4/29/2025 | SMART Wealth LLC | 3,091 | $875K | 0.3% | +26.2% | 0.001% | |
4/29/2025 | Deroy & Devereaux Private Investment Counsel Inc. | 92,750 | $26.25M | 1.5% | -0.6% | 0.016% | |
4/29/2025 | IFM Investors Pty Ltd | 118,283 | $33.48M | 0.3% | +8.0% | 0.020% | |
4/29/2025 | OneDigital Investment Advisors LLC | 17,772 | $5.03M | 0.1% | -8.7% | 0.003% | |
4/29/2025 | Fisher Funds Management LTD | 100,485 | $28.44M | 0.7% | +3.9% | 0.017% | |
4/29/2025 | Silver Oak Securities Incorporated | 4,877 | $1.36M | 0.1% | +27.8% | 0.001% | |
4/29/2025 | Aviance Capital Partners LLC | 17,868 | $5.06M | 0.7% | +3.5% | 0.003% | |
4/29/2025 | Conning Inc. | 16,247 | $4.60M | 0.2% | -20.9% | 0.003% | |
4/29/2025 | Checchi Capital Advisers LLC | 6,370 | $1.80M | 0.1% | +1.9% | 0.001% | |
4/28/2025 | D.A. Davidson & CO. | 18,545 | $5.25M | 0.0% | +4.5% | 0.003% | |
4/28/2025 | Principal Financial Group Inc. | 4,938,546 | $1.40B | 0.8% | -2.5% | 0.842% | |
4/28/2025 | Mutual Advisors LLC | 3,983 | $1.06M | 0.0% | +20.2% | 0.001% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 50,358 | $14.25M | 0.3% | +0.3% | 0.009% | |
4/28/2025 | ZWJ Investment Counsel Inc. | 185,940 | $52.62M | 2.1% | -3.4% | 0.032% | |
4/28/2025 | Resonant Capital Advisors LLC | 25,208 | $7.13M | 0.5% | +0.4% | 0.004% | |
4/28/2025 | Teacher Retirement System of Texas | 208,281 | $58.95M | 0.2% | -40.7% | 0.036% | |
4/28/2025 | First Horizon Advisors Inc. | 2,226 | $630K | 0.0% | -3.2% | 0.000% | |
4/28/2025 | Revisor Wealth Management LLC | 2,040 | $577K | 0.3% | N/A | 0.000% | |
4/28/2025 | Private Trust Co. NA | 9,688 | $2.74M | 0.3% | -5.3% | 0.002% | |
4/28/2025 | Arlington Trust Co LLC | 6,530 | $1.85M | 0.4% | -0.7% | 0.001% | |
4/28/2025 | Physician Wealth Advisors Inc. | 231 | $65K | 0.0% | -32.5% | 0.000% | |
4/28/2025 | Pinnacle Financial Partners Inc | 5,693 | $1.53M | 0.0% | -2.8% | 0.001% | |
4/28/2025 | Fiduciary Group LLC | 2,634 | $745K | 0.1% | -5.4% | 0.000% | |
4/28/2025 | Aaron Wealth Advisors LLC | 7,009 | $1.98M | 0.2% | +3.9% | 0.001% | |
4/28/2025 | First Bank & Trust | 12,984 | $3.68M | 0.7% | -0.6% | 0.002% | |
4/28/2025 | FSM Wealth Advisors LLC | 1,778 | $503K | 0.1% | +6.9% | 0.000% | |
4/28/2025 | Coastline Trust Co | 7,919 | $2.24M | 0.3% | +3.4% | 0.001% | |
4/28/2025 | Oregon Pacific Wealth Management LLC | 930 | $263K | 0.3% | -7.2% | 0.000% | |
4/28/2025 | Harbour Trust & Investment Management Co | 2,404 | $680K | 0.1% | -17.1% | 0.000% | |
4/28/2025 | Keybank National Association OH | 73,683 | $20.85M | 0.1% | -0.2% | 0.013% | |
4/28/2025 | DAVENPORT & Co LLC | 5,728 | $1.62M | 0.0% | +16.1% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 77,813 | $22.02M | 0.2% | +3.8% | 0.013% | |
4/28/2025 | Cidel Asset Management Inc. | 1,685 | $477K | 0.0% | -6.0% | 0.000% | |
4/28/2025 | Impact Investors Inc | 4,056 | $1.15M | 0.9% | -2.6% | 0.001% | |
4/28/2025 | Smith Group Asset Management LLC | 93,973 | $26.60M | 2.0% | +869.6% | 0.016% | |
4/28/2025 | WT Asset Management Ltd | 60,000 | $16.98M | 2.0% | N/A | 0.010% | |
4/28/2025 | Vontobel Holding Ltd. | 766,365 | $216.89M | 0.8% | -0.7% | 0.131% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 2,251 | $596K | 0.2% | -22.4% | 0.000% | |
4/28/2025 | ABLE Financial Group LLC | 870 | $246K | 0.1% | N/A | 0.000% | |
4/25/2025 | Mather Group LLC. | 12,340 | $3.49M | 0.0% | +106.3% | 0.002% | |
4/25/2025 | Alta Advisers Ltd | 3,036 | $859K | 0.4% | +56.8% | 0.001% | |
4/25/2025 | Hixon Zuercher LLC | 8,102 | $2.29M | 0.8% | N/A | 0.001% | |
4/25/2025 | Smith Salley Wealth Management | 8,070 | $2.28M | 0.1% | +4.0% | 0.001% | |
4/25/2025 | Koshinski Asset Management Inc. | 2,570 | $727K | 0.1% | N/A | 0.000% | |
4/25/2025 | J.Safra Asset Management Corp | 307 | $87K | 0.0% | -30.9% | 0.000% | |
4/25/2025 | Red Door Wealth Management LLC | 2,413 | $683K | 0.1% | +2.8% | 0.000% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 7,473 | $2.12M | 0.2% | -4.3% | 0.001% | |
4/25/2025 | Valley National Advisers Inc. | 322 | $90K | 0.0% | +159.7% | 0.000% | |
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4/25/2025 | Washington Trust Advisors Inc. | 599 | $170K | 0.0% | N/A | 0.000% | |
4/25/2025 | Jacobsen Capital Management | 933 | $264K | 0.1% | +7.0% | 0.000% | |
4/25/2025 | Ameritas Advisory Services LLC | 1,727 | $478K | 0.0% | -48.7% | 0.000% | |
4/25/2025 | New Wave Wealth Advisors LLC | 1,863 | $527K | 0.2% | +5.7% | 0.000% | |
4/25/2025 | New York State Teachers Retirement System | 492,298 | $139.33M | 0.3% | -2.3% | 0.084% | |
4/25/2025 | Monument Capital Management | 14,087 | $3.99M | 1.2% | +2.4% | 0.002% | |
4/25/2025 | Amalgamated Bank | 128,971 | $36.50M | 0.3% | +1.5% | 0.022% | |
4/25/2025 | BankPlus Wealth Management LLC | 3,704 | $1.05M | 0.8% | -2.2% | 0.001% | |
4/25/2025 | Wealthstar Advisors LLC | 2,038 | $577K | 0.3% | +17.1% | 0.000% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 901 | $255K | 0.0% | N/A | 0.000% | |