11/2/2024 | Costello Asset Management INC | 15,676 | $0.66M | 0.4% | -14.7% | 0.000% | |
11/2/2024 | Covestor Ltd | 7,372 | $0.31M | 0.2% | +5.9% | 0.000% | |
11/2/2024 | Mesirow Financial Investment Management Inc. | 63,936 | $2.67M | 0.1% | +1.7% | 0.002% | |
11/2/2024 | XML Financial LLC | 37,218 | $1.56M | 0.1% | -5.9% | 0.001% | |
11/1/2024 | Proficio Capital Partners LLC | 11,149 | $0.47M | 0.0% | -70.1% | 0.000% | |
11/1/2024 | Atria Investments Inc | 388,282 | $16.22M | 0.2% | -2.5% | 0.010% | |
11/1/2024 | Essex Savings Bank | 20,541 | $0.86M | 0.2% | -2.7% | 0.001% | |
11/1/2024 | Oxbow Advisors LLC | 5,408 | $0.23M | 0.0% | -38.1% | 0.000% | |
11/1/2024 | Tompkins Financial Corp | 5,558 | $0.23M | 0.0% | -42.0% | 0.000% | |
11/1/2024 | TCTC Holdings LLC | 542,208 | $22.65M | 0.8% | -3.8% | 0.014% | |
11/1/2024 | Fairway Wealth LLC | 1,117 | $47K | 0.0% | -20.4% | 0.000% | |
11/1/2024 | Lindbrook Capital LLC | 32,853 | $1.37M | 0.1% | +26.2% | 0.001% | |
11/1/2024 | PFS Partners LLC | 2,277 | $95K | 0.1% | -21.1% | 0.000% | |
11/1/2024 | Bridges Investment Management Inc. | 109,306 | $4.57M | 0.1% | -29.9% | 0.003% | |
11/1/2024 | Klingman & Associates LLC | 6,638 | $0.28M | 0.0% | -9.0% | 0.000% | |
11/1/2024 | Processus Wealth & Capital Management LLC | 44,934 | $1.88M | 1.5% | +0.7% | 0.001% | |
11/1/2024 | Assetmark Inc. | 2,501,326 | $104.48M | 0.3% | +2.4% | 0.065% | |
11/1/2024 | Verdence Capital Advisors LLC | 57,736 | $2.41M | 0.2% | +8.2% | 0.001% | |
11/1/2024 | Verus Financial Partners Inc. | 5,316 | $0.22M | 0.0% | N/A | 0.000% | |
11/1/2024 | Rovin Capital UT ADV | 11,614 | $0.49M | 0.2% | -26.4% | 0.000% | |
11/1/2024 | Crumly & Associates Inc. | 14,384 | $0.60M | 0.2% | -6.1% | 0.000% | |
11/1/2024 | United Bank | 37,649 | $1.57M | 0.7% | -1.6% | 0.001% | |
11/1/2024 | Windward Capital Management Co. CA | 253,099 | $10.57M | 0.8% | +0.2% | 0.007% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 326,569 | $13.64M | 2.7% | -2.3% | 0.008% | |
11/1/2024 | Applied Finance Capital Management LLC | 44,604 | $1.86M | 0.0% | +8.2% | 0.001% | |
11/1/2024 | Holistic Planning LLC | 6,274 | $0.26M | 0.1% | -15.9% | 0.000% | |
11/1/2024 | Equitable Trust Co. | 18,014 | $0.75M | 0.0% | +26.6% | 0.000% | |
11/1/2024 | CWA Asset Management Group LLC | 226,125 | $9.45M | 0.5% | N/A | 0.006% | |
11/1/2024 | Leavell Investment Management Inc. | 27,563 | $1.15M | 0.1% | -4.9% | 0.001% | |
11/1/2024 | Fiera Capital Corp | 95,192 | $3.98M | 0.0% | +7.3% | 0.002% | |
11/1/2024 | Easterly Investment Partners LLC | 187,031 | $7.81M | 0.6% | +30.5% | 0.005% | |
11/1/2024 | Hollencrest Capital Management | 1,649 | $69K | 0.0% | +27.9% | 0.000% | |
11/1/2024 | ABLE Financial Group LLC | 45,626 | $1.91M | 0.6% | +16.0% | 0.001% | |
11/1/2024 | Capital Performance Advisors LLP | 7,522 | $0.31M | 0.1% | N/A | 0.000% | |
11/1/2024 | Granite Group Advisors LLC | 54,084 | $2.26M | 1.5% | -1.1% | 0.001% | |
11/1/2024 | Philip James Wealth Mangement LLC | 10,750 | $0.45M | 0.1% | N/A | 0.000% | |
11/1/2024 | Heritage Wealth Management Inc. | 24,688 | $1.03M | 0.3% | -1.8% | 0.001% | |
11/1/2024 | Stiles Financial Services Inc | 22,717 | $0.95M | 0.3% | +41.5% | 0.001% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 90,724 | $3.79M | 1.4% | +3.7% | 0.002% | |
11/1/2024 | AIA Group Ltd | 114,694 | $4.79M | 0.1% | -11.7% | 0.003% | |
11/1/2024 | J.P. Marvel Investment Advisors LLC | 54,356 | $2.27M | 0.4% | -0.9% | 0.001% | |
11/1/2024 | Summit Global Investments | 18,038 | $0.75M | 0.0% | -71.2% | 0.000% | |
11/1/2024 | Verity Asset Management Inc. | 13,073 | $0.55M | 0.2% | +19.1% | 0.000% | |
10/31/2024 | LS Investment Advisors LLC | 14,172 | $0.59M | 0.1% | +96.0% | 0.000% | |
10/31/2024 | MontVue Capital Management Inc. | 5,123 | $0.21M | 0.2% | -15.1% | 0.000% | |
10/31/2024 | Tandem Investment Advisors Inc. | 2,286,469 | $95.51M | 3.6% | 0.0% | 0.058% | |
10/31/2024 | Portside Wealth Group LLC | 25,968 | $1.09M | 0.2% | +14.2% | 0.001% | |
10/31/2024 | Consolidated Planning Corp | 6,700 | $0.28M | 0.0% | -47.3% | 0.000% | |
10/31/2024 | Hara Capital LLC | 8,174 | $0.34M | 0.2% | +45.2% | 0.000% | |
10/31/2024 | JB Capital LLC | 416,676 | $17.41M | 1.0% | +5.5% | 0.011% | |
10/31/2024 | Keudell Morrison Wealth Management | 18,845 | $0.79M | 0.2% | -9.1% | 0.000% | |
10/31/2024 | Kornitzer Capital Management Inc. KS | 443,787 | $18.54M | 0.3% | -0.3% | 0.011% | |
10/31/2024 | Olstein Capital Management L.P. | 111,000 | $4.64M | 0.8% | +23.3% | 0.003% | |
10/31/2024 | Washington Trust Bank | 269,708 | $11.27M | 1.1% | +1.6% | 0.007% | |
10/31/2024 | Jmac Enterprises LLC | 30,378 | $1.27M | 0.2% | +6.3% | 0.001% | |
10/31/2024 | Deseret Mutual Benefit Administrators | 12,189 | $0.51M | 0.3% | -14.9% | 0.000% | |
10/31/2024 | Montecito Bank & Trust | 7,104 | $0.30M | 0.1% | N/A | 0.000% | |
10/31/2024 | Principal Financial Group Inc. | 8,126,494 | $339.44M | 0.2% | -12.0% | 0.207% | |
10/31/2024 | US Financial Advisors LLC | 5,817 | $0.24M | 0.1% | +7.8% | 0.000% | |
10/31/2024 | Advisor Resource Council | 14,630 | $0.61M | 0.3% | N/A | 0.000% | |
10/31/2024 | Graypoint LLC | 33,153 | $1.39M | 0.1% | -2.4% | 0.001% | |
10/31/2024 | Blake Schutter Theil Wealth Advisors LLC | 17,389 | $0.73M | 0.5% | N/A | 0.000% | |
10/31/2024 | Forte Capital LLC ADV | 16,932 | $0.71M | 0.1% | -5.3% | 0.000% | |
10/31/2024 | M&G PLC | 620,091 | $26.04M | 0.1% | -61.0% | 0.016% | |
10/31/2024 | JNBA Financial Advisors | 1,207 | $50K | 0.0% | -61.1% | 0.000% | |
10/31/2024 | Donald L. Hagan LLC | 45,850 | $1.92M | 1.0% | -3.0% | 0.001% | |
10/31/2024 | Concurrent Investment Advisors LLC | 58,871 | $2.46M | 0.1% | +8.5% | 0.002% | |
10/30/2024 | Maia Wealth LLC | 9,577 | $0.40M | 0.1% | +38.4% | 0.000% | |
10/30/2024 | Armor Investment Advisors LLC | 5,643 | $0.24M | 0.1% | -4.4% | 0.000% | |
10/30/2024 | Foster & Motley Inc. | 126,158 | $5.27M | 0.3% | -5.0% | 0.003% | |
10/30/2024 | Radnor Capital Management LLC | 128,905 | $5.38M | 0.8% | +10.5% | 0.003% | |
10/30/2024 | Catalina Capital Group LLC | 20,410 | $0.85M | 0.3% | +9.2% | 0.001% | |
10/30/2024 | Hardman Johnston Global Advisors LLC | 675,535 | $28.22M | 1.1% | -4.1% | 0.017% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 16,058 | $0.67M | 0.0% | +2.1% | 0.000% | |
10/30/2024 | Marks Group Wealth Management Inc | 56,639 | $2.37M | 0.2% | -0.7% | 0.001% | |
10/30/2024 | HF Advisory Group LLC | 28,279 | $1.18M | 0.5% | -6.5% | 0.001% | |
10/30/2024 | Fiduciary Family Office LLC | 36,522 | $1.53M | 0.5% | +6.0% | 0.001% | |
10/30/2024 | Garland Capital Management Inc. | 82,780 | $3.46M | 2.7% | -17.7% | 0.002% | |
10/30/2024 | Austin Private Wealth LLC | 5,404 | $0.23M | 0.0% | -24.8% | 0.000% | |
10/30/2024 | NorthRock Partners LLC | 13,033 | $0.54M | 0.0% | -7.0% | 0.000% | |
10/30/2024 | Crestwood Advisors Group LLC | 226,111 | $9.45M | 0.2% | -9.5% | 0.006% | |
10/30/2024 | Heritage Investors Management Corp | 391,122 | $16.34M | 0.5% | +0.3% | 0.010% | |
10/30/2024 | River Road Asset Management LLC | 1,013,912 | $42.35M | 0.6% | -0.2% | 0.026% | |
10/30/2024 | Hanlon Investment Management Inc. | 6,564 | $0.27M | 0.1% | +9.8% | 0.000% | |
10/30/2024 | Pittenger & Anderson Inc. | 27,279 | $1.14M | 0.0% | -2.9% | 0.001% | |
10/30/2024 | W.H. Cornerstone Investments Inc. | 27,233 | $1.14M | 0.8% | -15.4% | 0.001% | |
10/30/2024 | Clarity Financial LLC | 21,134 | $0.88M | 0.1% | +4.4% | 0.001% | |
10/30/2024 | Amalgamated Bank | 763,872 | $31.91M | 0.3% | -3.2% | 0.019% | |
10/30/2024 | United Advisor Group LLC | 5,310 | $0.22M | 0.1% | N/A | 0.000% | |
10/30/2024 | Central Bank & Trust Co. | 106,962 | $4.47M | 0.6% | -30.9% | 0.003% | |
10/30/2024 | Yacktman Asset Management LP | 1,253,500 | $52.36M | 0.5% | -11.8% | 0.032% | |
10/30/2024 | ASB Consultores LLC | 13,299 | $0.56M | 0.2% | -2.1% | 0.000% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 8,572 | $0.36M | 0.0% | -8.8% | 0.000% | |
10/30/2024 | Gulf International Bank UK Ltd | 310,394 | $12.97M | 0.3% | -4.4% | 0.008% | |
10/30/2024 | FSM Wealth Advisors LLC | 9,643 | $0.40M | 0.1% | +20.6% | 0.000% | |
10/30/2024 | Catalyst Capital Advisors LLC | 3,021 | $0.13M | 0.0% | -20.1% | 0.000% | |
10/30/2024 | Impax Asset Management Group plc | 42,919 | $1.79M | 0.0% | +145.3% | 0.001% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 5,240 | $0.22M | 0.1% | -7.3% | 0.000% | |
10/30/2024 | Quintet Private Bank Europe S.A. | 39,778 | $1.66M | 0.1% | +4.7% | 0.001% | |
10/30/2024 | Mn Services Vermogensbeheer B.V. | 1,553,300 | $64.88M | 0.5% | -2.1% | 0.040% | |