4/27/2024 | Riverwater Partners LLC | 826 | $351K | 0.3% | -3.6% | 0.000% | |
4/27/2024 | James Hambro & Partners | 199,324 | $84.69M | 4.0% | +6.0% | 0.062% | |
4/27/2024 | Tenon Financial LLC | 928 | $395K | 0.3% | N/A | 0.000% | |
4/27/2024 | Conning Inc. | 1,865 | $793K | 0.0% | -3.9% | 0.001% | |
4/27/2024 | K.J. Harrison & Partners Inc | 15,653 | $6.66M | 1.0% | -5.7% | 0.005% | |
4/26/2024 | Pinnacle Associates Ltd. | 2,579 | $1.10M | 0.0% | +2.5% | 0.001% | |
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4/26/2024 | Trueblood Wealth Management LLC | 1,161 | $494K | 0.3% | -9.6% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 18,924 | $8.05M | 0.2% | -8.0% | 0.006% | |
4/26/2024 | BLB&B Advisors LLC | 22,989 | $9.78M | 0.6% | +1.4% | 0.007% | |
4/26/2024 | UMB Bank n.a. | 7,817 | $3.33M | 0.1% | -6.6% | 0.002% | |
4/26/2024 | Highview Capital Management LLC DE | 2,803 | $1.19M | 0.5% | +9.7% | 0.001% | |
4/26/2024 | Prestige Wealth Management Group LLC | 1,036 | $441K | 0.1% | -48.8% | 0.000% | |
4/26/2024 | Riverbridge Partners LLC | 187,200 | $79.64M | 1.0% | -4.0% | 0.058% | |
4/26/2024 | Yousif Capital Management LLC | 60,531 | $25.75M | 0.3% | -3.0% | 0.019% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 2,264 | $963K | 0.2% | -2.8% | 0.001% | |
4/26/2024 | YHB Investment Advisors Inc. | 117 | $50K | 0.0% | N/A | 0.000% | |
4/26/2024 | SlateStone Wealth LLC | 2,212 | $941K | 0.1% | N/A | 0.001% | |
4/26/2024 | First National Trust Co | 14,594 | $6.21M | 0.3% | -4.0% | 0.005% | |
4/26/2024 | Members Trust Co | 2,182 | $928K | 0.0% | -3.4% | 0.001% | |
4/26/2024 | Sumitomo Life Insurance Co. | 18,869 | $7.79M | 0.2% | +30.5% | 0.006% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 1,316 | $560K | 0.0% | N/A | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 1,422 | $605K | 0.1% | +4.6% | 0.000% | |
4/26/2024 | Heritage Wealth Management Inc. Texas | 1,364 | $580K | 0.4% | -5.2% | 0.000% | |
4/26/2024 | Financial Insights Inc. | 1,644 | $699K | 0.2% | -12.5% | 0.001% | |
4/26/2024 | Tritonpoint Wealth LLC | 1,911 | $813K | 0.1% | -13.1% | 0.001% | |
4/26/2024 | Bogart Wealth LLC | 19,059 | $8.11M | 0.4% | +73.9% | 0.006% | |
4/25/2024 | Alta Capital Management LLC | 103,417 | $44.00M | 2.7% | -1.1% | 0.032% | |
4/25/2024 | Lindbrook Capital LLC | 2,171 | $924K | 0.1% | +1.8% | 0.001% | |
4/25/2024 | New York State Teachers Retirement System | 293,622 | $124.92M | 0.3% | -3.2% | 0.092% | |
4/25/2024 | Center for Financial Planning Inc. | 2,108 | $897K | 0.1% | +5.5% | 0.001% | |
4/25/2024 | Bank of New York Mellon Corp | 2,211,930 | $941.07M | 0.2% | -7.6% | 0.691% | |
4/25/2024 | Strategy Asset Managers LLC | 789 | $336K | 0.1% | +6.9% | 0.000% | |
4/25/2024 | Kinneret Advisory LLC | 19,514 | $8.30M | 0.8% | -0.3% | 0.006% | |
4/25/2024 | Bridges Investment Management Inc. | 80,419 | $34.21M | 1.1% | +1.6% | 0.025% | |
4/25/2024 | Equitable Trust Co. | 53,829 | $22.90M | 1.6% | -24.5% | 0.017% | |
4/25/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 297,250 | $126.47M | 0.4% | -9.1% | 0.093% | |
4/25/2024 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 55,700 | $23.70M | 0.3% | +1.6% | 0.017% | |
4/25/2024 | Aaron Wealth Advisors LLC | 2,724 | $1.16M | 0.2% | -2.4% | 0.001% | |
4/25/2024 | Whalen Wealth Management Inc. | 504 | $214K | 0.2% | N/A | 0.000% | |
4/25/2024 | Peterson Financial Group Inc. | 6,064 | $2.58M | 1.5% | +59.7% | 0.002% | |
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4/25/2024 | Freedom Day Solutions LLC | 7,315 | $3.11M | 1.1% | -2.7% | 0.002% | |
4/25/2024 | Summit Financial LLC | 3,163 | $1.35M | 0.1% | -3.0% | 0.001% | |
4/24/2024 | Private Trust Co. NA | 4,062 | $1.73M | 0.2% | +0.6% | 0.001% | |
4/24/2024 | Leavell Investment Management Inc. | 1,399 | $595K | 0.0% | -3.0% | 0.000% | |
4/24/2024 | Verity & Verity LLC | 31,128 | $13.24M | 3.3% | N/A | 0.010% | |
4/24/2024 | CENTRAL TRUST Co | 8,439 | $3.59M | 0.1% | -1.7% | 0.003% | |
4/24/2024 | V Square Quantitative Management LLC | 7,147 | $3.04M | 0.5% | +22.8% | 0.002% | |
4/24/2024 | Adams Diversified Equity Fund Inc. | 39,600 | $16.85M | 0.6% | -49.7% | 0.012% | |
4/24/2024 | Premier Path Wealth Partners LLC | 1,625 | $691K | 0.1% | -2.3% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 6,479 | $2.76M | 0.1% | N/A | 0.002% | |
4/24/2024 | NBT Bank N A NY | 4,453 | $1.90M | 0.1% | -6.3% | 0.001% | |
4/24/2024 | Childress Capital Advisors LLC | 781 | $332K | 0.1% | -3.1% | 0.000% | |
4/24/2024 | Avitas Wealth Management LLC | 4,107 | $1.75M | 0.3% | -0.7% | 0.001% | |
4/24/2024 | Spire Wealth Management | 19,037 | $8.10M | 0.3% | +3.2% | 0.006% | |
4/24/2024 | Assenagon Asset Management S.A. | 102,474 | $43.60M | 0.1% | -62.9% | 0.032% | |
4/23/2024 | Dupont Capital Management Corp | 28,249 | $12.02M | 1.0% | +27.1% | 0.009% | |
4/23/2024 | Bell Bank | 3,164 | $1.35M | 0.1% | -12.7% | 0.001% | |
4/23/2024 | Busey Bank | 643 | $274K | 0.0% | +5.2% | 0.000% | |
4/23/2024 | BSW Wealth Partners | 1,118 | $476K | 0.1% | +92.1% | 0.000% | |
4/23/2024 | Carderock Capital Management Inc. | 19,337 | $8.23M | 2.3% | -11.8% | 0.006% | |
4/23/2024 | Global Retirement Partners LLC | 598 | $254K | 0.0% | -9.9% | 0.000% | |
4/23/2024 | Louisiana State Employees Retirement System | 18,700 | $7.96M | 0.2% | -4.6% | 0.006% | |
4/23/2024 | Sage Mountain Advisors LLC | 1,030 | $438K | 0.0% | +22.5% | 0.000% | |
4/23/2024 | United Asset Strategies Inc. | 2,300 | $979K | 0.1% | +8.3% | 0.001% | |
4/23/2024 | WASHINGTON TRUST Co | 47,590 | $20.25M | 0.7% | +3.4% | 0.015% | |
4/23/2024 | Venturi Wealth Management LLC | 2,945 | $1.25M | 0.1% | -9.4% | 0.001% | |
4/23/2024 | Rational Advisors LLC | 196 | $83K | 0.0% | N/A | 0.000% | |
4/23/2024 | Silver Lake Advisory LLC | 552 | $235K | 0.1% | N/A | 0.000% | |
4/23/2024 | Oak Harbor Wealth Partners LLC | 1,524 | $649K | 0.2% | +1.9% | 0.000% | |
4/23/2024 | Amalgamated Bank | 67,013 | $28.51M | 0.2% | -15.4% | 0.021% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 3,131 | $1.33M | 0.1% | +263.6% | 0.001% | |
4/23/2024 | New Mexico Educational Retirement Board | 16,286 | $6.93M | 0.2% | -4.7% | 0.005% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 316 | $134K | 0.0% | +18.4% | 0.000% | |
4/23/2024 | Fifth Third Bancorp | 118,739 | $50.52M | 0.2% | -1.5% | 0.037% | |
4/23/2024 | Wesbanco Bank Inc. | 1,359 | $578K | 0.0% | +16.9% | 0.000% | |
4/23/2024 | Summit Trail Advisors LLC | 2,275 | $968K | 0.0% | +11.4% | 0.001% | |
4/23/2024 | Principle Wealth Partners LLC | 1,188 | $505K | 0.0% | +26.7% | 0.000% | |
4/23/2024 | Duncker Streett & Co. Inc. | 11,100 | $4.72M | 0.9% | +4.0% | 0.003% | |
4/23/2024 | Clio Asset Management LLC | 27,491 | $11.70M | 8.5% | -5.7% | 0.009% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,763 | $1.15M | 0.0% | -17.4% | 0.001% | |
4/23/2024 | Cigna Investments Inc. New | 3,377 | $1.44M | 0.3% | -1.7% | 0.001% | |
4/23/2024 | Revisor Wealth Management LLC | 1,793 | $776K | 0.3% | +151.5% | 0.001% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 263,072 | $111.92M | 0.2% | +2.6% | 0.082% | |
4/23/2024 | Stonegate Investment Group LLC | 1,480 | $630K | 0.0% | -10.5% | 0.000% | |
4/23/2024 | Sapient Capital LLC | 842 | $358K | 0.0% | +57.7% | 0.000% | |
4/22/2024 | Compound Global Advisors LLC | 10,864 | $4.62M | 0.7% | -18.0% | 0.003% | |
4/22/2024 | Confluence Wealth Services Inc. | 2,222 | $945K | 0.1% | +27.9% | 0.001% | |
4/22/2024 | Invera Wealth Advisors LLC | 7,983 | $3.30M | 2.7% | -0.5% | 0.002% | |
4/22/2024 | Nilsine Partners LLC | 1,042 | $443K | 0.1% | -8.9% | 0.000% | |
4/22/2024 | PFG Investments LLC | 1,320 | $562K | 0.0% | +23.9% | 0.000% | |
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4/22/2024 | Sterling Investment Management LLC | 5,874 | $2.50M | 1.8% | +1.8% | 0.002% | |
4/22/2024 | Altfest L J & Co. Inc. | 7,562 | $3.22M | 0.5% | -0.7% | 0.002% | |
4/22/2024 | Parsons Capital Management Inc. RI | 4,173 | $1.78M | 0.1% | -2.3% | 0.001% | |
4/22/2024 | Raymond James & Associates | 757,396 | $322.23M | 0.2% | -0.2% | 0.236% | |
4/22/2024 | Windmill Hill Asset Management Ltd | 6,711 | $2.86M | 1.0% | +6.7% | 0.002% | |
4/22/2024 | Accordant Advisory Group Inc | 304 | $129K | 0.1% | N/A | 0.000% | |
4/22/2024 | Professional Advisory Services Inc. | 31,540 | $13.42M | 1.8% | -1.7% | 0.010% | |
4/22/2024 | EFG Asset Management Americas Corp. | 11,189 | $4.76M | 1.4% | -30.2% | 0.003% | |
4/22/2024 | Progressive Investment Management Corp | 30,403 | $12.94M | 3.5% | -1.7% | 0.009% | |
4/22/2024 | Arthur M. Cohen & Associates LLC | 2,108 | $897K | 0.2% | +1.9% | 0.001% | |