12/8/2023 | CCM Investment Advisers LLC | 58,272 | $13.40M | 1.8% | -0.5% | 0.003% | |
12/8/2023 | Raleigh Capital Management Inc. | 1,528 | $0.35M | 0.2% | +3.2% | 0.000% | |
12/7/2023 | Dagco Inc. | 72,192 | $16.61M | 4.2% | +749.8% | 0.004% | |
12/7/2023 | Financial Insights Inc. | 6,939 | $1.63M | 0.6% | N/A | 0.000% | |
12/6/2023 | VisionPoint Advisory Group LLC | 2,435 | $0.56M | 0.2% | +160.4% | 0.000% | |
12/6/2023 | David R. Rahn & Associates Inc. | 1,930 | $0.44M | 0.2% | +124.7% | 0.000% | |
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12/6/2023 | Grant Street Asset Management Inc. | 1,656 | $0.38M | 0.2% | -4.3% | 0.000% | |
12/6/2023 | Raleigh Capital Management Inc. | 1,528 | $0.35M | 0.2% | +3.2% | 0.000% | |
12/6/2023 | Fragasso Group Inc. | 36,156 | $8.32M | 0.9% | -2.6% | 0.002% | |
12/5/2023 | Advisory Resource Group | 2,160 | $0.50M | 0.1% | -2.0% | 0.000% | |
12/4/2023 | WT Wealth Management | 6,792 | $1.56M | 0.7% | -0.8% | 0.000% | |
12/1/2023 | Dimension Capital Management LLC | 1,412 | $0.33M | 0.1% | -43.3% | 0.000% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 98,492 | $22.65M | 0.6% | +3.5% | 0.005% | |
12/1/2023 | Fortis Group Advisors LLC | 24,667 | $5.56M | 1.7% | -0.7% | 0.001% | |
12/1/2023 | Wellington Management Group LLP | 19,242,995 | $4.43B | 0.9% | -4.4% | 1.034% | |
11/30/2023 | American Century Companies Inc. | 8,134,976 | $1.87B | 1.4% | +0.2% | 0.437% | |
11/30/2023 | Scarborough Advisors LLC | 881 | $0.20M | 0.0% | N/A | 0.000% | |
11/30/2023 | Modera Wealth Management LLC | 134,265 | $30.88M | 0.5% | +1.5% | 0.007% | |
11/29/2023 | Quantum Financial Advisors LLC | 4,499 | $1.04M | 0.3% | +63.0% | 0.000% | |
11/28/2023 | ASB Consultores LLC | 2,800 | $0.64M | 0.3% | -5.8% | 0.000% | |
11/28/2023 | IMA Wealth Inc. | 13,047 | $3M | 0.8% | -0.8% | 0.001% | |
11/28/2023 | Bar Harbor Wealth Management | 12,127 | $2.79M | 0.2% | -10.7% | 0.001% | |
11/27/2023 | Okabena Investment Services Inc. | 6,480 | $1.49M | 1.2% | -26.6% | 0.000% | |
11/27/2023 | Trust Co. of Vermont | 51,964 | $11.95M | 0.8% | +7.3% | 0.003% | |
11/27/2023 | Banque Pictet & Cie SA | 692,551 | $159.29M | 1.9% | -41.0% | 0.037% | |
11/24/2023 | EP Wealth Advisors LLC | 210,412 | $48.40M | 0.7% | +190.4% | 0.011% | |
11/22/2023 | Polar Capital Holdings Plc | 341,197 | $78.48M | 0.6% | -15.1% | 0.018% | |
11/22/2023 | Public Sector Pension Investment Board | 871,711 | $200.50M | 1.4% | +76.9% | 0.047% | |
11/22/2023 | Connors Investor Services Inc. | 58,989 | $13.56M | 1.7% | +7.3% | 0.003% | |
11/22/2023 | Graham Capital Management L.P. | 35,343 | $8.13M | 0.2% | -34.8% | 0.002% | |
11/21/2023 | Invst LLC | 3,649 | $0.84M | 0.1% | +2.1% | 0.000% | |
11/21/2023 | GUNN & Co INVESTMENT MANAGEMENT INC. | 12,829 | $2.95M | 2.6% | N/A | 0.001% | |
11/21/2023 | Allen Mooney & Barnes Investment Advisors LLC | 18,011 | $4.14M | 0.9% | N/A | 0.001% | |
11/21/2023 | Comerica Bank | 642,738 | $147.84M | 0.8% | +165.2% | 0.035% | |
11/21/2023 | Braun Stacey Associates Inc. | 5,650 | $1.30M | 0.1% | -0.9% | 0.000% | |
11/21/2023 | Carlson Capital Management | 3,405 | $0.78M | 0.0% | +1.5% | 0.000% | |
11/21/2023 | Brown Shipley& Co Ltd | 41,823 | $9.62M | 5.3% | +7.0% | 0.002% | |
11/21/2023 | Hohimer Wealth Management LLC | 19,109 | $4.40M | 1.3% | -1.5% | 0.001% | |
11/20/2023 | Silver Oak Securities Incorporated | 3,766 | $0.87M | 0.2% | -10.0% | 0.000% | |
11/20/2023 | Savoie Capital LLC | 8,500 | $1.96M | 0.5% | N/A | 0.000% | |
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11/17/2023 | Diversified Trust Co | 78,838 | $18.13M | 0.7% | -0.4% | 0.004% | |
11/17/2023 | OLD National Bancorp IN | 141,789 | $32.61M | 0.9% | +0.6% | 0.008% | |
11/17/2023 | Garde Capital Inc. | 2,514 | $0.58M | 0.0% | -48.2% | 0.000% | |
11/17/2023 | Spartan Planning & Wealth Management | 1,372 | $0.32M | 0.4% | N/A | 0.000% | |
11/17/2023 | SkyView Investment Advisors LLC | 17,669 | $4.06M | 1.7% | -21.0% | 0.001% | |
11/17/2023 | Jacobs Levy Equity Management Inc. | 12,537 | $2.88M | 0.0% | +1,188.5% | 0.001% | |
11/16/2023 | Resources Management Corp CT ADV | 8,030 | $1.85M | 0.3% | -3.3% | 0.000% | |
11/16/2023 | CM Wealth Advisors LLC | 1,956 | $0.48M | 0.3% | -66.6% | 0.000% | |
11/16/2023 | Integrated Advisors Network LLC | 24,301 | $5.59M | 0.3% | -2.0% | 0.001% | |
11/16/2023 | Mezzasalma Advisors LLC | 26,722 | $6.15M | 3.8% | +1.4% | 0.001% | |
11/16/2023 | Creative Planning | 519,481 | $119.49M | 0.2% | +7.8% | 0.028% | |
11/16/2023 | Ironwood Investment Management LLC | 3,337 | $0.77M | 0.5% | -4.7% | 0.000% | |
11/16/2023 | Revisor Wealth Management LLC | 4,047 | $0.93M | 0.8% | N/A | 0.000% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 8,599 | $1.98M | 0.0% | +1,148.0% | 0.000% | |
11/16/2023 | RB Capital Management LLC | 22,445 | $5.16M | 1.6% | +2.5% | 0.001% | |
11/16/2023 | Monograph Wealth Advisors LLC | 4,512 | $1.04M | 0.2% | N/A | 0.000% | |
11/16/2023 | Exchange Bank | 1,694 | $0.39M | 0.4% | +24.0% | 0.000% | |
11/16/2023 | Camarda Financial Advisors LLC | 6,751 | $1.55M | 1.0% | +8.0% | 0.000% | |
11/16/2023 | Blueprint Investment Partners LLC | 5,738 | $1.32M | 0.4% | -3.7% | 0.000% | |
11/16/2023 | BRYN MAWR TRUST Co | 86,047 | $19.79M | 0.9% | -0.5% | 0.005% | |
11/16/2023 | Owen LaRue LLC | 8,655 | $1.99M | 2.2% | +29.7% | 0.000% | |
11/16/2023 | Mine & Arao Wealth Creation & Management LLC. | 12,334 | $2.84M | 1.7% | +5.1% | 0.001% | |
11/16/2023 | McCarthy Asset Management Inc. | 2,848 | $0.66M | 0.5% | +22.2% | 0.000% | |
11/16/2023 | Employees Retirement System of Texas | 15,252 | $3.51M | 0.1% | -27.8% | 0.001% | |
11/16/2023 | Obsidian Personal Planning Solutions LLC | 1,786 | $0.42M | 0.5% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 14,235 | $3.27M | 0.2% | -1.1% | 0.001% | |
11/16/2023 | Horizon Family Wealth Inc. | 3,135 | $0.73M | 0.3% | N/A | 0.000% | |
11/16/2023 | McDonough Capital Management Inc | 23,174 | $5.34M | 5.0% | +0.5% | 0.001% | |
11/16/2023 | High Falls Advisors Inc | 4,077 | $0.94M | 0.3% | +5.2% | 0.000% | |
11/16/2023 | Belpointe Asset Management LLC | 11,768 | $2.71M | 0.3% | +38.6% | 0.001% | |
11/16/2023 | First Foundation Advisors | 30,595 | $7.04M | 0.3% | -4.0% | 0.002% | |
11/16/2023 | Public Employees Retirement System of Ohio | 860,186 | $197.85M | 0.9% | -6.9% | 0.046% | |
11/16/2023 | Greenwood Gearhart Inc. | 57,642 | $13.26M | 1.6% | +1.1% | 0.003% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 27,796 | $6.39M | 0.1% | -5.1% | 0.001% | |
11/16/2023 | Spouting Rock Asset Management LLC | 4,146 | $0.95M | 0.3% | N/A | 0.000% | |
11/16/2023 | Studio Investment Management LLC | 2,028 | $0.47M | 0.1% | -9.3% | 0.000% | |
11/16/2023 | American Trust | 22,414 | $5.16M | 0.4% | -12.3% | 0.001% | |
11/16/2023 | FineMark National Bank & Trust | 44,175 | $10.16M | 0.4% | -0.8% | 0.002% | |
11/16/2023 | Fairfield Bush & CO. | 2,940 | $0.68M | 0.4% | -1.7% | 0.000% | |
11/16/2023 | Advisors Capital Management LLC | 176,357 | $40.56M | 1.0% | +2.8% | 0.009% | |
11/16/2023 | Morgan Stanley | 49,810,255 | $11.46B | 1.2% | -0.3% | 2.675% | |
11/16/2023 | Essex Financial Services Inc. | 22,480 | $5.17M | 0.6% | -3.6% | 0.001% | |
11/16/2023 | Journey Advisory Group LLC | 17,661 | $4.06M | 0.6% | +0.4% | 0.001% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 62,319 | $14.33M | 1.6% | +1.3% | 0.003% | |
11/15/2023 | Integrated Wealth Concepts LLC | 70,472 | $16.21M | 0.3% | -0.2% | 0.004% | |
11/15/2023 | J.P. Marvel Investment Advisors LLC | 63,598 | $14.63M | 3.1% | -0.1% | 0.003% | |
11/15/2023 | Holderness Investments Co. | 6,987 | $1.61M | 0.6% | +0.8% | 0.000% | |
11/15/2023 | Wunderlich Capital Managemnt | 15,755 | $3.62M | 1.8% | -1.8% | 0.001% | |
11/15/2023 | Townsquare Capital LLC | 252,872 | $58.16M | 1.1% | +0.9% | 0.014% | |
11/15/2023 | Ramirez Asset Management Inc. | 9,845 | $2.26M | 0.5% | N/A | 0.001% | |
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11/15/2023 | Jag Capital Management LLC | 15,697 | $3.61M | 0.4% | +613.5% | 0.001% | |
11/15/2023 | WealthPlan Investment Management LLC | 5,564 | $1.28M | 0.2% | +60.5% | 0.000% | |
11/15/2023 | Hamilton Capital LLC | 2,737 | $0.63M | 0.0% | +4.5% | 0.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 178,707 | $41.10M | 0.2% | -3.5% | 0.010% | |
11/15/2023 | Toroso Investments LLC | 103,670 | $23.85M | 0.7% | +8.6% | 0.006% | |
11/15/2023 | FSA Wealth Management LLC | 957 | $0.22M | 0.1% | +6.6% | 0.000% | |
11/15/2023 | iA Global Asset Management Inc. | 259,045 | $59.58M | 1.0% | +26.8% | 0.014% | |
11/15/2023 | The Manufacturers Life Insurance Company | 3,929,979 | $903.96M | 0.5% | +34.1% | 0.211% | |
11/15/2023 | V Wealth Advisors LLC | 11,701 | $2.69M | 2.2% | -68.5% | 0.001% | |
11/15/2023 | Brick & Kyle Associates | 18,265 | $4.20M | 2.2% | -7.2% | 0.001% | |