4/30/2025 | Ramsay Stattman Vela & Price Inc. | 18,205 | $515K | 0.1% | -13.8% | 0.000% | |
4/30/2025 | Joseph Group Capital Management | 181,674 | $5.14M | 2.0% | -12.3% | 0.003% | |
4/30/2025 | State of Michigan Retirement System | 2,365,113 | $66.89M | 0.4% | -72.1% | 0.033% | |
4/30/2025 | MJP Associates Inc. ADV | 31,116 | $880K | 0.2% | +23.8% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 1,669,519 | $47.21M | 0.1% | +3.3% | 0.023% | |
4/30/2025 | Code Waechter LLC | 14,786 | $418K | 0.3% | N/A | 0.000% | |
4/30/2025 | Telos Capital Management Inc. | 14,788 | $418K | 0.0% | N/A | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 9,760 | $276K | 0.1% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 1,209,570 | $34.21M | 0.2% | -8.7% | 0.017% | |
4/30/2025 | Round Rock Advisors LLC | 9,328 | $264K | 0.0% | N/A | 0.000% | |
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4/30/2025 | Allworth Financial LP | 1,478,015 | $40.69M | 0.2% | +3.8% | 0.021% | |
4/30/2025 | Stonebrook Private Inc. | 11,202 | $317K | 0.1% | +10.7% | 0.000% | |
4/30/2025 | Sharpepoint LLC | 87,354 | $2.39M | 2.1% | +17.1% | 0.001% | |
4/30/2025 | Rock Point Advisors LLC | 169,734 | $4.80M | 1.5% | -19.5% | 0.002% | |
4/30/2025 | CFO4Life Group LLC | 34,638 | $980K | 0.2% | +11.9% | 0.000% | |
4/30/2025 | tru Independence LLC | 255,802 | $7.23M | 2.2% | +0.2% | 0.004% | |
4/30/2025 | Pineridge Advisors LLC | 3,626 | $103K | 0.0% | -39.1% | 0.000% | |
4/30/2025 | Forza Wealth Management LLC | 32,744 | $926K | 0.4% | +1.7% | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 56,467 | $1.60M | 0.1% | +11.6% | 0.001% | |
4/30/2025 | Quotient Wealth Partners LLC | 45,825 | $1.30M | 0.0% | +3.1% | 0.001% | |
4/30/2025 | Main Street Research LLC | 15,693 | $444K | 0.0% | +27.1% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 38,653 | $1.09M | 0.0% | -7.9% | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 3,004,508 | $84.97M | 0.4% | +89.0% | 0.042% | |
4/30/2025 | Moloney Securities Asset Management LLC | 80,313 | $2.27M | 0.3% | -21.6% | 0.001% | |
4/30/2025 | LBP AM SA | 453,295 | $12.82M | 0.2% | -36.8% | 0.006% | |
4/30/2025 | Axxcess Wealth Management LLC | 150,280 | $4.25M | 0.1% | -36.6% | 0.002% | |
4/30/2025 | New Mexico Educational Retirement Board | 335,362 | $9.48M | 0.3% | -1.9% | 0.005% | |
4/30/2025 | Twelve Points Wealth Management LLC | 13,237 | $374K | 0.1% | -24.9% | 0.000% | |
4/30/2025 | Court Place Advisors LLC | 23,876 | $675K | 0.2% | +1.8% | 0.000% | |
4/30/2025 | Rehmann Capital Advisory Group | 51,549 | $1.46M | 0.1% | +5.8% | 0.001% | |
4/30/2025 | Lakeside Advisors INC. | 94,030 | $2.66M | 1.8% | -3.0% | 0.001% | |
4/30/2025 | Slagle Financial LLC | 67,111 | $1.90M | 0.8% | -7.1% | 0.001% | |
4/30/2025 | Cornerstone Planning Group LLC | 11,109 | $302K | 0.1% | +100.4% | 0.000% | |
4/30/2025 | Aspen Wealth Strategies LLC | 11,343 | $321K | 0.2% | -5.7% | 0.000% | |
4/30/2025 | MeadowBrook Investment Advisors LLC | 5,656 | $160K | 0.1% | -10.3% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 134,350 | $3.80M | 0.1% | +0.5% | 0.002% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 55,437 | $1.57M | 0.3% | +1.7% | 0.001% | |
4/30/2025 | Greenleaf Trust | 158,237 | $4.48M | 0.0% | +5.9% | 0.002% | |
4/30/2025 | Flossbach Von Storch SE | 21,160 | $598K | 0.0% | N/A | 0.000% | |
4/30/2025 | Optimum Investment Advisors | 26,176 | $740K | 0.3% | -10.6% | 0.000% | |
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4/30/2025 | Silverlake Wealth Management LLC | 62,716 | $1.77M | 0.7% | +2.5% | 0.001% | |
4/30/2025 | Trek Financial LLC | 59,106 | $1.67M | 0.1% | +202.1% | 0.001% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 2,402,421 | $68.12M | 0.1% | +0.5% | 0.033% | |
4/30/2025 | AlphaStar Capital Management LLC | 89,934 | $2.54M | 0.3% | +3.7% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 137,602 | $3.89M | 0.1% | -3.8% | 0.002% | |
4/30/2025 | CapWealth Advisors LLC | 15,359 | $434K | 0.0% | +3.8% | 0.000% | |
4/30/2025 | M&T Bank Corp | 1,006,647 | $28.47M | 0.1% | -3.7% | 0.014% | |
4/30/2025 | 49 Wealth Management LLC | 23,730 | $671K | 0.1% | N/A | 0.000% | |
4/30/2025 | Exane Asset Management | 278,956 | $8.52M | 4.9% | N/A | 0.004% | |
4/30/2025 | Stratos Wealth Partners LTD. | 221,314 | $6.26M | 0.1% | -7.9% | 0.003% | |
4/30/2025 | Stratos Wealth Advisors LLC | 50,660 | $1.43M | 0.1% | -16.9% | 0.001% | |
4/30/2025 | Stratos Investment Management LLC | 16,275 | $460K | 0.0% | +74.1% | 0.000% | |
4/30/2025 | Liberty One Investment Management LLC | 1,002,592 | $28.35M | 2.9% | N/A | 0.014% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 12,633 | $357K | 0.2% | -3.1% | 0.000% | |
4/30/2025 | NTV Asset Management LLC | 68,986 | $1.95M | 0.3% | -2.0% | 0.001% | |
4/30/2025 | Hourglass Capital LLC | 194,750 | $5.51M | 1.4% | +1.5% | 0.003% | |
4/30/2025 | Investment Partners LTD. | 10,107 | $286K | 0.1% | -17.9% | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 267,801 | $7.57M | 0.0% | -2.5% | 0.004% | |
4/30/2025 | Alpha Cubed Investments LLC | 31,679 | $896K | 0.0% | +37.4% | 0.000% | |
4/30/2025 | Horst & Graben Wealth Management LLC | 15,319 | $433K | 0.1% | +3.0% | 0.000% | |
4/30/2025 | Capital Management Associates Inc | 17,618 | $498K | 0.1% | N/A | 0.000% | |
4/30/2025 | Dupree Financial Group LLC | 218,990 | $6.19M | 2.5% | +1.0% | 0.003% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 46,335 | $1.31M | 0.3% | +7.7% | 0.001% | |
4/30/2025 | Interchange Capital Partners LLC | 7,097 | $201K | 0.1% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 959,354 | $27.13M | 0.5% | +8.6% | 0.013% | |
4/30/2025 | Gilliland Jeter Wealth Management LLC | 289,708 | $8.19M | 2.9% | +3.2% | 0.004% | |
4/29/2025 | Centennial Bank AR | 8,736 | $247K | 0.1% | -13.0% | 0.000% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 743,222 | $21.02M | 0.6% | -1.5% | 0.010% | |
4/29/2025 | Richard Bernstein Advisors LLC | 153,097 | $4.33M | 0.1% | -4.9% | 0.002% | |
4/29/2025 | Financial Counselors Inc. | 81,846 | $2.32M | 0.0% | -2.2% | 0.001% | |
4/29/2025 | Raleigh Capital Management Inc. | 49,372 | $1.40M | 0.6% | -28.3% | 0.001% | |
4/29/2025 | Callan Capital LLC | 32,988 | $933K | 0.1% | +13.0% | 0.000% | |
4/29/2025 | TD Private Client Wealth LLC | 130,632 | $3.69M | 0.1% | -25.0% | 0.002% | |
4/29/2025 | Capital Advisors Inc. OK | 19,188 | $543K | 0.0% | -23.9% | 0.000% | |
4/29/2025 | Heritage Wealth Management Inc. | 97,800 | $2.77M | 0.9% | -3.3% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 12,998,517 | $367.60M | 0.1% | +5.3% | 0.181% | |
4/29/2025 | Hexagon Capital Partners LLC | 51,109 | $1.45M | 0.3% | -4.9% | 0.001% | |
4/29/2025 | Penserra Capital Management LLC | 49,117 | $1.39M | 0.0% | -30.3% | 0.001% | |
4/29/2025 | Chilton Capital Management LLC | 26,937 | $762K | 0.0% | -2.4% | 0.000% | |
4/29/2025 | Ifrah Financial Services Inc. | 19,909 | $563K | 0.2% | -4.5% | 0.000% | |
4/29/2025 | Traveka Wealth LLC | 11,088 | $314K | 0.2% | +4.5% | 0.000% | |
4/29/2025 | Pure Portfolios Holdings LLC | 10,417 | $295K | 0.1% | -9.1% | 0.000% | |
4/29/2025 | Tradewinds LLC. | 36,776 | $1.04M | 0.3% | +5.3% | 0.001% | |
4/29/2025 | Cloud Capital Management LLC | 1,953 | $54K | 0.0% | N/A | 0.000% | |
4/29/2025 | Jackson Wealth Management LLC | 17,912 | $507K | 0.1% | N/A | 0.000% | |
4/29/2025 | Meridian Investment Counsel Inc. | 42,991 | $1.22M | 0.4% | -1.1% | 0.001% | |
4/29/2025 | McGlone Suttner Wealth Management Inc. | 23,902 | $676K | 0.1% | +9.6% | 0.000% | |
4/29/2025 | Viewpoint Capital Management LLC | 47,392 | $1.34M | 0.7% | +7.3% | 0.001% | |
4/29/2025 | CoreFirst Bank & Trust | 13,554 | $383K | 0.2% | +3.3% | 0.000% | |
4/29/2025 | Sierra Ocean LLC | 3,550 | $100K | 0.1% | +13.0% | 0.000% | |
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4/29/2025 | Lee Danner & Bass Inc. | 81,309 | $2.30M | 0.2% | +134.4% | 0.001% | |
4/29/2025 | NORTHSTAR ASSET MANAGEMENT Co LLC | 11,700 | $331K | 0.1% | -5.6% | 0.000% | |
4/29/2025 | Core Alternative Capital | 1,021 | $29K | 0.0% | +125.4% | 0.000% | |
4/29/2025 | Sutton Place Investors LLC | 8,048 | $228K | 0.2% | N/A | 0.000% | |
4/29/2025 | Novare Capital Management LLC | 33,255 | $940K | 0.1% | +3.7% | 0.000% | |
4/29/2025 | Adell Harriman & Carpenter Inc. | 155,119 | $4.39M | 0.3% | +4.0% | 0.002% | |
4/29/2025 | Concurrent Investment Advisors LLC | 313,653 | $8.87M | 0.2% | +12.8% | 0.004% | |
4/29/2025 | Wheelhouse Advisory Group LLC | 23,572 | $667K | 0.4% | -2.7% | 0.000% | |
4/29/2025 | Simmons Bank | 46,973 | $1.33M | 0.1% | -1.6% | 0.001% | |
4/29/2025 | HM Payson & Co. | 23,568 | $666K | 0.0% | +13.2% | 0.000% | |