5/15/2024 | Mount Yale Investment Advisors LLC | 4,899 | $224K | 0.0% | N/A | 0.077% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,989 | $274K | 0.0% | +12.4% | 0.094% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 382,510 | $17.47M | 0.1% | -6.7% | 5.995% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,049 | $916K | 0.0% | +23.1% | 0.314% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,201 | $146K | 0.0% | +16.7% | 0.050% | |
5/1/2024 | Diversify Advisory Services LLC | 8,263 | $376K | 0.0% | N/A | 0.130% | |
|
4/23/2024 | Strategic Blueprint LLC | 4,446 | $203K | 0.0% | N/A | 0.056% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 19,560 | $893K | 0.2% | +4.2% | 0.246% | |
4/12/2024 | Austin Private Wealth LLC | 7,345 | $333K | 0.0% | +4.4% | 0.092% | |
4/10/2024 | Park Avenue Securities LLC | 103,089 | $4.71M | 0.1% | -5.1% | 1.297% | |
2/14/2024 | Tcwp LLC | 8,474 | $371K | 1.0% | N/A | 0.065% | |
2/13/2024 | Morningstar Investment Services LLC | 16,348 | $716K | 0.0% | N/A | 0.125% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,254,887 | $54.88M | 0.0% | +25.8% | 9.557% | |
2/13/2024 | California State Teachers Retirement System | 3,706,601 | $162.09M | 0.2% | -36.2% | 28.230% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,410 | $543K | 0.0% | +26.7% | 0.095% | |
2/9/2024 | Assetmark Inc. | 19,409 | $849K | 0.0% | +28.2% | 0.148% | |
2/8/2024 | SigFig Wealth Management LLC | 11,167 | $488K | 0.0% | +32.2% | 0.085% | |
2/8/2024 | Janney Montgomery Scott LLC | 16,288 | $712K | 0.0% | +24.1% | 0.124% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,329 | $233K | 0.0% | N/A | 0.041% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 409,883 | $17.92M | 0.1% | +31.5% | 3.122% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,041 | $46K | 0.0% | N/A | 0.008% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,743 | $120K | 0.0% | +358.7% | 0.021% | |
2/6/2024 | Spire Wealth Management | 1,315 | $56K | 0.0% | +219.2% | 0.010% | |
2/6/2024 | National Bank of Canada FI | 4,195 | $181K | 0.0% | -24.2% | 0.032% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,295 | $1.37M | 0.0% | +30.8% | 0.238% | |
2/1/2024 | CWM LLC | 71,472 | $3.13M | 0.0% | -64.0% | 0.544% | |
2/1/2024 | Lindbrook Capital LLC | 800 | $35K | 0.0% | N/A | 0.006% | |
1/31/2024 | Goodwin Investment Advisory | 2,531 | $111K | 0.1% | -28.5% | 0.019% | |
1/30/2024 | Wealth Alliance | 8,105 | $354K | 0.0% | N/A | 0.062% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 18,777 | $821K | 0.2% | +63.3% | 0.143% | |
1/26/2024 | Cerity Partners LLC | 34,737 | $1.52M | 0.0% | +423.9% | 0.265% | |
1/25/2024 | MA Private Wealth | 6,453 | $282K | 0.1% | N/A | 0.049% | |
1/23/2024 | Venturi Wealth Management LLC | 2,764 | $121K | 0.0% | +80.1% | 0.021% | |
1/19/2024 | Sharkey Howes & Javer | 16,192 | $708K | 0.1% | +28.5% | 0.123% | |
1/18/2024 | Austin Private Wealth LLC | 7,036 | $308K | 0.0% | +30.6% | 0.054% | |
1/16/2024 | Wealthsource Partners LLC | 13,544 | $592K | 0.0% | +46.0% | 0.103% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,203 | $53K | 0.0% | +14,937.5% | 0.009% | |
1/10/2024 | Dfpg Investments LLC | 7,747 | $333K | 0.0% | +11.4% | 0.059% | |
11/14/2023 | California State Teachers Retirement System | 5,806,601 | $233.83M | 0.4% | -24.4% | 44.224% | |
11/13/2023 | Regal Investment Advisors LLC | 4,983 | $201K | 0.0% | N/A | 0.038% | |
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11/13/2023 | Sugarloaf Wealth Management LLC | 1,086 | $44K | 0.0% | N/A | 0.008% | |
11/13/2023 | Envestnet Asset Management Inc. | 997,363 | $40.16M | 0.0% | N/A | 7.596% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 311,757 | $12.55M | 0.1% | N/A | 2.374% | |
11/13/2023 | Wealthsource Partners LLC | 9,278 | $374K | 0.0% | N/A | 0.071% | |
11/8/2023 | Aptus Capital Advisors LLC | 2,386 | $96K | 0.0% | N/A | 0.018% | |
11/8/2023 | Janney Montgomery Scott LLC | 13,130 | $529K | 0.0% | N/A | 0.100% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,932 | $964K | 0.0% | N/A | 0.182% | |
11/8/2023 | Austin Private Wealth LLC | 5,386 | $217K | 0.0% | N/A | 0.041% | |
11/7/2023 | Goodwin Investment Advisory | 3,540 | $143K | 0.1% | N/A | 0.027% | |
11/2/2023 | Venturi Wealth Management LLC | 1,535 | $62K | 0.0% | N/A | 0.012% | |
10/31/2023 | Sharkey Howes & Javer | 12,596 | $507K | 0.1% | N/A | 0.096% | |
10/27/2023 | Assetmark Inc. | 15,138 | $610K | 0.0% | N/A | 0.115% | |
10/27/2023 | First Horizon Advisors Inc. | 2,774 | $112K | 0.0% | N/A | 0.021% | |
10/26/2023 | Park Avenue Securities LLC | 90,753 | $3.66M | 0.1% | N/A | 0.691% | |
10/24/2023 | Horst & Graben Wealth Management LLC | 11,496 | $463K | 0.1% | N/A | 0.088% | |
10/24/2023 | Bank of New York Mellon Corp | 7,455 | $300K | 0.0% | N/A | 0.057% | |
10/23/2023 | Commonwealth Equity Services LLC | 4,984 | $201K | 0.0% | N/A | 0.038% | |
10/11/2023 | CWM LLC | 198,290 | $7.99M | 0.0% | N/A | 1.510% | |
10/10/2023 | National Bank of Canada FI | 5,531 | $216K | 0.0% | -5.5% | 0.042% | |
8/14/2023 | Cerity Partners LLC | 37,862 | $1.61M | 0.0% | -4.0% | 0.288% | |
8/11/2023 | Credit Suisse AG | 1,480,000 | $62.88M | 0.1% | +5.7% | 11.272% | |
7/31/2023 | LPL Financial LLC | 9,821 | $417K | 0.0% | N/A | 0.075% | |
5/11/2023 | Cerity Partners LLC | 39,438 | $1.65M | 0.0% | +18.4% | 0.346% | |
2/13/2023 | Credit Suisse AG | 1,400,000 | $54.00M | 0.1% | N/A | 12.281% | |
1/24/2023 | National Bank of Canada FI | 5,891 | $227K | 0.0% | -41.1% | 0.052% | |
11/15/2022 | Flow Traders U.S. LLC | 277,889 | $9.41M | 0.5% | +90.1% | 2.647% | |
8/13/2022 | Flow Traders U.S. LLC | 146,214 | $5.54M | 0.3% | -14.7% | 1.274% | |
8/10/2022 | Cerity Partners LLC | 52,320 | $1.98M | 0.0% | -5.3% | 0.456% | |
5/13/2022 | Factory Mutual Insurance Co. | 2,053,970 | $92.04M | 1.2% | +27.5% | 16.399% | |
5/5/2022 | National Bank of Canada FI | 9,782 | $437K | 0.0% | N/A | 0.078% | |
4/25/2022 | Cerity Partners LLC | 55,267 | $2.18M | 0.0% | +32.4% | 0.441% | |
2/16/2022 | Flow Traders U.S. LLC | 36,595 | $1.74M | 0.1% | +55.1% | 0.299% | |
11/16/2021 | Jane Street Group LLC | 97,712 | $4.58M | 0.0% | +75.2% | 0.799% | |
11/16/2021 | Citadel Advisors LLC | 69,497 | $3.26M | 0.0% | +34.8% | 0.568% | |
11/15/2021 | Flow Traders U.S. LLC | 23,593 | $1.11M | 0.0% | -6.9% | 0.193% | |
11/15/2021 | Temasek Holdings Private Ltd | 441,688 | $20.70M | 0.1% | -44.9% | 3.613% | |
10/25/2021 | Cerity Partners LLC | 30,666 | $1.44M | 0.0% | -7.0% | 0.251% | |
8/24/2021 | Flow Traders U.S. LLC | 25,330 | $1.22M | 0.1% | N/A | 0.201% | |
8/17/2021 | Citadel Advisors LLC | 51,543 | $2.47M | 0.0% | N/A | 0.409% | |
8/16/2021 | California State Teachers Retirement System | 7,681,601 | $368.72M | 0.5% | N/A | 60.965% | |
8/16/2021 | Goldman Sachs Group Inc. | 7,784 | $374K | 0.0% | N/A | 0.062% | |
8/12/2021 | Bank of Nova Scotia | 214,800 | $10.31M | 0.0% | N/A | 1.705% | |
8/11/2021 | BlackRock Inc. | 75,000 | $3.60M | 0.0% | N/A | 0.595% | |