1/10/2025 | Graypoint LLC | 8,686 | $1.05M | 0.1% | +4.0% | 0.001% | |
1/10/2025 | RMR Wealth Builders | 12,347 | $1.49M | 0.2% | +203.0% | 0.001% | |
1/10/2025 | Lynch & Associates IN | 37,967 | $4.59M | 1.0% | -0.4% | 0.003% | |
1/10/2025 | Bruce G. Allen Investments LLC | 1,277 | $0.15M | 0.1% | -14.4% | 0.000% | |
1/10/2025 | Atlas Brown Inc. | 28,215 | $3.41M | 1.2% | +0.5% | 0.003% | |
1/10/2025 | CCM Investment Advisers LLC | 38,710 | $4.68M | 0.5% | -1.3% | 0.003% | |
1/10/2025 | Franklin Street Advisors Inc. NC | 209,617 | $25.32M | 1.7% | -30.9% | 0.019% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 888,668 | $104.46M | 0.2% | +43.5% | 0.079% | |
1/10/2025 | Weybosset Research & Management LLC | 143,868 | $17.38M | 5.9% | -1.1% | 0.013% | |
1/10/2025 | ORG Partners LLC | 2,442 | $0.30M | 0.0% | +45.1% | 0.000% | |
1/8/2025 | Legacy Private Trust Co. | 28,004 | $3.38M | 0.2% | +11.6% | 0.002% | |
1/8/2025 | First Hawaiian Bank | 37,154 | $4.49M | 0.1% | -1.1% | 0.003% | |
1/8/2025 | Farmers Trust Co. | 42,684 | $5.16M | 1.0% | -5.0% | 0.004% | |
1/8/2025 | Private Client Services LLC | 1,847 | $0.22M | 0.1% | N/A | 0.000% | |
1/8/2025 | Fulton Bank N.A. | 42,645 | $5.15M | 0.2% | -14.8% | 0.004% | |
1/8/2025 | International Assets Investment Management LLC | 11,233 | $1.36M | 0.1% | -99.1% | 0.001% | |
1/8/2025 | Park National Corp OH | 261,578 | $31.60M | 1.2% | -0.8% | 0.023% | |
1/7/2025 | Norway Savings Bank | 12,978 | $1.57M | 0.9% | +8.7% | 0.001% | |
1/7/2025 | First County Bank CT | 5,825 | $0.70M | 0.4% | -15.3% | 0.001% | |
1/7/2025 | Bath Savings Trust Co | 413,541 | $49.96M | 5.1% | -0.6% | 0.037% | |
1/7/2025 | Regent Peak Wealth Advisors LLC | 1,762 | $0.21M | 0.0% | -7.4% | 0.000% | |
1/7/2025 | Diversified Trust Co | 23,895 | $2.89M | 0.1% | +11.1% | 0.002% | |
1/7/2025 | Bank of New Hampshire | 53,101 | $6.42M | 1.7% | -1.7% | 0.005% | |
1/6/2025 | Canandaigua National Trust Co of Florida | 5,994 | $0.72M | 0.6% | +24.8% | 0.001% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 33,608 | $4.06M | 0.4% | -0.9% | 0.003% | |
1/6/2025 | Insight Wealth Strategies LLC | 6,187 | $0.75M | 0.1% | -4.3% | 0.001% | |
1/6/2025 | Iowa State Bank | 16,440 | $1.99M | 0.4% | +1.7% | 0.001% | |
1/6/2025 | Boltwood Capital Management | 13,151 | $1.59M | 0.5% | -2.5% | 0.001% | |
1/6/2025 | CWA Asset Management Group LLC | 3,774 | $0.46M | 0.0% | +7.3% | 0.000% | |
1/6/2025 | Legacy Wealth Management LLC MS | 38,873 | $4.70M | 1.9% | -2.9% | 0.003% | |
1/6/2025 | Nordea Investment Management AB | 7,031,237 | $850.43M | 0.9% | +13.3% | 0.625% | |
1/3/2025 | Central Pacific Bank Trust Division | 19,794 | $2.39M | 0.3% | -4.9% | 0.002% | |
1/3/2025 | Everence Capital Management Inc. | 28,443 | $3.44M | 0.2% | -24.2% | 0.003% | |
1/3/2025 | GAMMA Investing LLC | 19,965 | $2.41M | 0.2% | +10.0% | 0.002% | |
1/3/2025 | Versant Capital Management Inc | 3,699 | $0.45M | 0.1% | +36.9% | 0.000% | |
1/2/2025 | First Financial Bank Trust Division | 25,329 | $3.06M | 0.3% | -8.9% | 0.002% | |
1/2/2025 | Cacti Asset Management LLC | 1,000 | $0.12M | 0.0% | -50.0% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 1,964,220 | $230.87M | 0.1% | +3.6% | 0.175% | |
12/16/2024 | SMART Wealth LLC | 1,949 | $0.23M | 0.1% | N/A | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 750,090 | $88.17M | 0.3% | +0.6% | 0.067% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 41,883 | $4.89M | 0.1% | -38.7% | 0.004% | |
12/11/2024 | 1ST Source Bank | 59,355 | $6.98M | 0.4% | +1.2% | 0.005% | |
12/6/2024 | Retirement Systems of Alabama | 245,907 | $28.90M | 0.1% | -1.6% | 0.022% | |
12/3/2024 | Oddo BHF Asset Management Sas | 7,576 | $0.89M | 0.0% | N/A | 0.001% | |
11/29/2024 | American Trust | 57,713 | $6.78M | 0.6% | -20.7% | 0.005% | |
11/27/2024 | Franklin Resources Inc. | 7,271,499 | $837.95M | 0.2% | +9.9% | 0.647% | |
11/26/2024 | Peapack Gladstone Financial Corp | 463,308 | $54.46M | 0.8% | +1.6% | 0.041% | |
11/25/2024 | Synovus Financial Corp | 111,005 | $13.05M | 0.2% | +2.6% | 0.010% | |
11/25/2024 | Tidal Investments LLC | 63,403 | $7.45M | 0.1% | -6.3% | 0.006% | |
11/25/2024 | Destination Wealth Management | 273,139 | $32.11M | 1.0% | -3.0% | 0.024% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 238,649 | $28.05M | 0.5% | +28.7% | 0.021% | |
11/25/2024 | World Investment Advisors LLC | 71,837 | $8.44M | 0.2% | +691.6% | 0.006% | |
11/25/2024 | Sanctuary Advisors LLC | 205,156 | $24.92M | 0.2% | +53.5% | 0.018% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 1,738 | $0.20M | 0.0% | -12.5% | 0.000% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 43,195 | $5.08M | 0.2% | -2.5% | 0.004% | |
11/21/2024 | Wealthquest Corp | 2,042 | $0.24M | 0.0% | N/A | 0.000% | |
11/21/2024 | SkyView Investment Advisors LLC | 10,740 | $1.26M | 0.2% | -5.2% | 0.001% | |
11/20/2024 | Diamant Asset Management Inc. | 25,375 | $2.98M | 1.9% | -1.2% | 0.002% | |
11/19/2024 | Unigestion Holding SA | 193,153 | $22.68M | 1.1% | N/A | 0.017% | |
11/19/2024 | TCW Group Inc. | 15,483 | $1.82M | 0.0% | -2.3% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 3,070 | $0.36M | 0.0% | +28.7% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 8,958 | $1.05M | 0.1% | -1.3% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 11,736 | $1.38M | 0.0% | -13.9% | 0.001% | |
11/18/2024 | Arete Wealth Advisors LLC | 7,064 | $0.83M | 0.1% | -21.4% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 118,070 | $13.88M | 0.1% | -33.9% | 0.010% | |
11/18/2024 | Sunbelt Securities Inc. | 14,951 | $1.76M | 0.2% | -4.5% | 0.001% | |
11/18/2024 | Toronto Dominion Bank | 603,502 | $70.94M | 0.1% | +6.0% | 0.054% | |
11/18/2024 | Coldstream Capital Management Inc. | 61,189 | $7.20M | 0.2% | -8.8% | 0.005% | |
11/18/2024 | RB Capital Management LLC | 8,554 | $1.01M | 0.2% | +4.8% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 23,857,584 | $2.80B | 0.2% | +1.5% | 2.115% | |
11/15/2024 | Insight Inv LLC | 20,633 | $2.43M | 2.0% | +0.5% | 0.002% | |
11/15/2024 | Prestige Wealth Management Group LLC | 686 | $81K | 0.0% | +77.7% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 7,625 | $0.90M | 0.3% | N/A | 0.001% | |
11/15/2024 | Conway Capital Management Inc. | 5,299 | $0.62M | 0.3% | N/A | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 125,708 | $14.78M | 2.0% | -1.4% | 0.011% | |
11/15/2024 | M&T Bank Corp | 540,874 | $63.57M | 0.2% | -4.1% | 0.048% | |
11/15/2024 | Marshfield Associates | 2,328,268 | $273.67M | 5.8% | +0.1% | 0.206% | |
11/15/2024 | Executive Wealth Management LLC | 31,833 | $3.74M | 0.3% | N/A | 0.003% | |
11/15/2024 | LRI Investments LLC | 27,190 | $3.20M | 0.3% | +491.0% | 0.002% | |
11/15/2024 | Geller Advisors LLC | 8,340 | $0.98M | 0.1% | -22.4% | 0.001% | |
11/15/2024 | Hamilton Capital LLC | 2,413 | $0.27M | 0.0% | +3.9% | 0.000% | |
11/15/2024 | Public Employees Retirement System of Ohio | 517,157 | $60.79M | 0.3% | -2.3% | 0.046% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 74,535 | $8.21M | 0.8% | -0.5% | 0.007% | |
11/15/2024 | Groupama Asset Managment | 306,089 | $35.98M | 0.7% | +10.5% | 0.027% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 172,775 | $20.31M | 1.2% | +0.3% | 0.015% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 426,573 | $50.14M | 0.2% | +6.2% | 0.038% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 26,655 | $3.13M | 0.2% | N/A | 0.002% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 102,637 | $12.06M | 3.1% | +0.5% | 0.009% | |
11/15/2024 | MML Investors Services LLC | 128,476 | $15.10M | 0.1% | +13.1% | 0.011% | |
11/15/2024 | First National Bank of Omaha | 109,119 | $12.83M | 0.8% | -12.3% | 0.010% | |
11/15/2024 | Legacy Investment Solutions LLC | 247 | $30K | 0.0% | N/A | 0.000% | |
11/15/2024 | Headinvest LLC | 21,033 | $2.47M | 0.5% | -1.3% | 0.002% | |
11/15/2024 | Kimelman & Baird LLC | 340,949 | $40.08M | 3.2% | -0.7% | 0.030% | |
11/15/2024 | Dunhill Financial LLC | 3,273 | $0.39M | 0.2% | +5.4% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 74,648 | $8.77M | 0.2% | -24.3% | 0.007% | |
11/15/2024 | Zacks Investment Management | 245,700 | $28.88M | 0.3% | +31.0% | 0.022% | |
11/15/2024 | DF Dent & Co. Inc. | 6,559 | $0.77M | 0.0% | -10.0% | 0.001% | |
11/15/2024 | National Bank of Canada FI | 913,794 | $107.37M | 0.1% | +15.8% | 0.081% | |
11/15/2024 | Hendershot Investments Inc. | 250,099 | $29.40M | 4.0% | -0.2% | 0.022% | |
11/15/2024 | Glen Eagle Advisors LLC | 41,552 | $4.88M | 0.8% | -0.7% | 0.004% | |