4/29/2024 | RWA Wealth Partners LLC | 221,163 | $38.71M | 0.5% | +1.7% | 0.016% | |
4/29/2024 | Wealthspan Partners LLC | 3,417 | $598K | 0.4% | +11.0% | 0.000% | |
4/29/2024 | Phillips Wealth Planners LLC | 3,059 | $512K | 0.6% | -2.2% | 0.000% | |
4/29/2024 | American Capital Advisory LLC | 2,467 | $450K | 0.3% | +21.8% | 0.000% | |
4/29/2024 | Tower Bridge Advisors | 98,338 | $17.21M | 1.8% | -8.7% | 0.007% | |
4/29/2024 | Schaper Benz & Wise Investment Counsel Inc. WI | 14,118 | $2.47M | 0.2% | +45.5% | 0.001% | |
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4/29/2024 | Crescent Grove Advisors LLC | 2,102 | $369K | 0.0% | -18.1% | 0.000% | |
4/29/2024 | PBMares Wealth Management LLC | 7,647 | $1.34M | 0.3% | +7.1% | 0.001% | |
4/29/2024 | Brio Consultants LLC | 1,622 | $284K | 0.0% | +5.3% | 0.000% | |
4/29/2024 | Mn Services Vermogensbeheer B.V. | 551,769 | $96.57M | 0.7% | -15.3% | 0.040% | |
4/29/2024 | Union Savings Bank | 10,117 | $1.77M | 0.9% | +2.7% | 0.001% | |
4/29/2024 | Nichols & Pratt Advisers LLP MA | 360,039 | $62.92M | 4.2% | -0.9% | 0.026% | |
4/29/2024 | First National Bank & Trust Co. of Newtown | 43,232 | $7.57M | 1.5% | -1.9% | 0.003% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 9,127 | $1.61M | 0.2% | -8.2% | 0.001% | |
4/29/2024 | Guardian Wealth Advisors LLC | 4,606 | $806K | 0.5% | +6.6% | 0.000% | |
4/29/2024 | Newman Dignan & Sheerar Inc. | 17,782 | $3.11M | 0.8% | -1.7% | 0.001% | |
4/29/2024 | Baxter Bros Inc. | 19,873 | $3.48M | 0.4% | -2.3% | 0.001% | |
4/27/2024 | Weatherly Asset Management L. P. | 7,786 | $1.37M | 0.1% | +21.8% | 0.001% | |
4/27/2024 | Tenon Financial LLC | 1,498 | $262K | 0.2% | N/A | 0.000% | |
4/27/2024 | Kellett Wealth Advisors LLC | 2,051 | $359K | 0.2% | +5.9% | 0.000% | |
4/27/2024 | Vigilare Wealth Management | 6,529 | $1.14M | 0.6% | -23.0% | 0.000% | |
4/27/2024 | Nadler Financial Group Inc. | 6,648 | $1.16M | 0.1% | -2.5% | 0.000% | |
4/27/2024 | Conning Inc. | 236,615 | $41.33M | 1.4% | +16.9% | 0.017% | |
4/27/2024 | Finer Wealth Management Inc. | 15,463 | $2.71M | 1.8% | +4.3% | 0.001% | |
4/27/2024 | Foster Victor Wealth Advisors LLC | 54,888 | $9.24M | 0.8% | +5.7% | 0.004% | |
4/27/2024 | Signature Wealth Management Partners LLC | 4,669 | $817K | 0.7% | +3.3% | 0.000% | |
4/27/2024 | McCollum Christoferson Group LLC | 56,240 | $9.84M | 2.8% | -0.4% | 0.004% | |
4/26/2024 | Pinnacle Associates Ltd. | 140,460 | $24.58M | 0.4% | -0.5% | 0.010% | |
4/26/2024 | Trueblood Wealth Management LLC | 5,512 | $965K | 0.6% | +5.1% | 0.000% | |
4/26/2024 | Securian Asset Management Inc. | 80,953 | $14.17M | 0.4% | -7.0% | 0.006% | |
4/26/2024 | Aspen Investment Management Inc | 14,040 | $2.46M | 1.2% | -1.7% | 0.001% | |
4/26/2024 | BLB&B Advisors LLC | 26,577 | $4.65M | 0.3% | -5.9% | 0.002% | |
4/26/2024 | Pavion Blue Capital LLC | 40,408 | $7.07M | 3.5% | +8.2% | 0.003% | |
4/26/2024 | UMB Bank n.a. | 229,690 | $40.20M | 0.6% | -1.2% | 0.017% | |
4/26/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 11,533 | $2.04M | 0.9% | -0.7% | 0.001% | |
4/26/2024 | Advisors Management Group Inc. ADV | 1,151 | $201K | 0.0% | -6.8% | 0.000% | |
4/26/2024 | Narwhal Capital Management | 55,995 | $9.80M | 1.0% | +4.8% | 0.004% | |
4/26/2024 | MBA Advisors LLC | 6,340 | $1.11M | 0.6% | +3.6% | 0.000% | |
4/26/2024 | LifeSteps Financial Inc. | 4,004 | $701K | 0.5% | -2.4% | 0.000% | |
4/26/2024 | Highview Capital Management LLC DE | 3,779 | $661K | 0.3% | +11.4% | 0.000% | |
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4/26/2024 | Prestige Wealth Management Group LLC | 3,846 | $678K | 0.1% | -1.5% | 0.000% | |
4/26/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 19,425 | $3.40M | 2.6% | -91.7% | 0.001% | |
4/26/2024 | Riverbridge Partners LLC | 18,237 | $3.19M | 0.0% | -7.1% | 0.001% | |
4/26/2024 | Northwest Bancshares Inc. | 9,562 | $1.67M | 0.3% | +4.4% | 0.001% | |
4/26/2024 | JNBA Financial Advisors | 4,043 | $708K | 0.1% | -2.1% | 0.000% | |
4/26/2024 | Yousif Capital Management LLC | 206,029 | $36.06M | 0.4% | -0.6% | 0.015% | |
4/26/2024 | Schmidt P J Investment Management Inc. | 59,348 | $10.39M | 2.0% | +1.8% | 0.004% | |
4/26/2024 | Farmers & Merchants Trust Co of Chambersburg PA | 23,764 | $4.16M | 1.7% | +2.7% | 0.002% | |
4/26/2024 | YHB Investment Advisors Inc. | 81,926 | $14.34M | 1.2% | +0.5% | 0.006% | |
4/26/2024 | SlateStone Wealth LLC | 108,365 | $18.97M | 1.9% | +5.3% | 0.008% | |
4/26/2024 | ZWJ Investment Counsel Inc. | 14,548 | $2.55M | 0.1% | +4.6% | 0.001% | |
4/26/2024 | Opus Capital Group LLC | 4,405 | $771K | 0.1% | -3.5% | 0.000% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 121,668 | $21.29M | 1.3% | -1.1% | 0.009% | |
4/26/2024 | First National Trust Co | 85,111 | $14.90M | 0.6% | -2.8% | 0.006% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 40,861 | $7.15M | 0.5% | +3.1% | 0.003% | |
4/26/2024 | Mitchell & Pahl Private Wealth LLC | 9,797 | $1.72M | 0.9% | +4.2% | 0.001% | |
4/26/2024 | Clear Creek Financial Management LLC | 3,271 | $573K | 0.1% | +3.3% | 0.000% | |
4/26/2024 | Quantum Financial Advisors LLC | 3,517 | $616K | 0.1% | +27.0% | 0.000% | |
4/26/2024 | Members Trust Co | 6,492 | $1.14M | 0.0% | +1.6% | 0.000% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 62,078 | $10.92M | 1.4% | -9.5% | 0.005% | |
4/26/2024 | Sumitomo Life Insurance Co. | 21,138 | $3.70M | 0.1% | +4.6% | 0.002% | |
4/26/2024 | First Personal Financial Services | 35,163 | $6.15M | 1.4% | +1.6% | 0.003% | |
4/26/2024 | Pioneer Trust Bank N A OR | 61,077 | $10.69M | 3.0% | +1.0% | 0.004% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 214,655 | $37.57M | 0.9% | N/A | 0.016% | |
4/26/2024 | Patrick M Sweeney & Associates Inc. | 7,056 | $1.24M | 1.0% | +0.9% | 0.001% | |
4/26/2024 | Carr Financial Group Corp | 4,494 | $787K | 0.3% | -21.8% | 0.000% | |
4/26/2024 | Virginia Wealth Management Group Inc. | 18,188 | $3.18M | 2.6% | +5.1% | 0.001% | |
4/26/2024 | MONECO Advisors LLC | 10,646 | $1.86M | 0.3% | +42.7% | 0.001% | |
4/26/2024 | LifePro Asset Management | 3,471 | $607K | 0.4% | +3.4% | 0.000% | |
4/26/2024 | Sigma Investment Counselors Inc. | 4,244 | $743K | 0.0% | +2.7% | 0.000% | |
4/26/2024 | Verdence Capital Advisors LLC | 24,109 | $4.22M | 0.4% | -0.4% | 0.002% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 3,982 | $697K | 0.7% | -15.0% | 0.000% | |
4/26/2024 | Emerald Advisors LLC | 5,934 | $1.04M | 0.2% | +4.7% | 0.000% | |
4/26/2024 | Caliber Wealth Management LLC | 13,680 | $2.39M | 1.3% | +6.1% | 0.001% | |
4/26/2024 | Checchi Capital Advisers LLC | 13,167 | $2.30M | 0.2% | -4.0% | 0.001% | |
4/26/2024 | Latitude Advisors LLC | 2,935 | $514K | 0.3% | -13.4% | 0.000% | |
4/26/2024 | Focused Investors Fund L P | 579,000 | $101.33M | 3.2% | N/A | 0.042% | |
4/26/2024 | Tritonpoint Wealth LLC | 56,615 | $9.41M | 0.9% | -1.7% | 0.004% | |
4/26/2024 | Meridian Wealth Management LLC | 57,785 | $10.11M | 1.7% | +4.6% | 0.004% | |
4/26/2024 | Bogart Wealth LLC | 67,875 | $11.88M | 0.6% | +13.3% | 0.005% | |
4/25/2024 | Alta Capital Management LLC | 17,227 | $3.02M | 0.2% | +16.8% | 0.001% | |
4/25/2024 | Jacobsen Capital Management | 1,330 | $233K | 0.1% | -4.5% | 0.000% | |
4/25/2024 | Lindbrook Capital LLC | 38,840 | $6.80M | 0.6% | -1.3% | 0.003% | |
4/25/2024 | New York State Teachers Retirement System | 1,360,864 | $238.17M | 0.5% | -1.6% | 0.099% | |
4/25/2024 | Cardinal Strategic Wealth Guidance | 1,742 | $305K | 0.1% | -6.8% | 0.000% | |
4/25/2024 | Horrell Capital Management Inc. | 30,621 | $5.36M | 1.5% | +0.5% | 0.002% | |
4/25/2024 | One Day In July LLC | 1,564 | $274K | 0.0% | +19.8% | 0.000% | |
4/25/2024 | Values Added Financial LLC | 1,596 | $279K | 0.2% | -26.9% | 0.000% | |
4/25/2024 | Lodestar Private Asset Management LLC | 8,186 | $1.43M | 0.2% | -5.6% | 0.001% | |
4/25/2024 | Mendota Financial Group LLC | 315 | $55K | 0.0% | -33.3% | 0.000% | |
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4/25/2024 | Center for Financial Planning Inc. | 10,363 | $1.81M | 0.3% | +2.5% | 0.001% | |
4/25/2024 | TRUE Private Wealth Advisors | 29,446 | $5.15M | 0.6% | -6.8% | 0.002% | |
4/25/2024 | Adell Harriman & Carpenter Inc. | 92,613 | $16.21M | 1.3% | -6.2% | 0.007% | |
4/25/2024 | Bank of New York Mellon Corp | 14,158,262 | $2.48B | 0.5% | -0.5% | 1.030% | |
4/25/2024 | Villere ST Denis J & Co. LLC | 156,207 | $27.34M | 2.2% | -2.4% | 0.011% | |
4/25/2024 | Strategy Asset Managers LLC | 6,632 | $1.16M | 0.2% | +0.9% | 0.000% | |
4/25/2024 | Kinneret Advisory LLC | 51,310 | $9.05M | 0.9% | -0.3% | 0.004% | |
4/25/2024 | Bridges Investment Management Inc. | 94,695 | $16.57M | 0.5% | -6.5% | 0.007% | |
4/25/2024 | Osborne Partners Capital Management LLC | 57,541 | $10.07M | 0.6% | +3.4% | 0.004% | |
4/25/2024 | Equitable Trust Co. | 29,866 | $5.23M | 0.4% | +4.8% | 0.002% | |