3/13/2024 | MONECO Advisors LLC | 15,665 | $0.97M | 0.2% | +5.6% | 0.010% | |
3/7/2024 | Objective Capital Management LLC | 8,222 | $0.51M | 0.4% | -10.3% | 0.005% | |
3/6/2024 | SageView Advisory Group LLC | 13,159 | $0.80M | 0.0% | +34.6% | 0.008% | |
3/5/2024 | Wellington Management Group LLP | 348,800 | $21.59M | 0.0% | -37.9% | 0.213% | |
3/5/2024 | Twin Focus Capital Partners LLC | 125,837 | $7.79M | 0.8% | -0.5% | 0.077% | |
3/1/2024 | ARK & TLK Investments LLC | 8,653 | $0.54M | 0.2% | N/A | 0.005% | |
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2/28/2024 | EP Wealth Advisors LLC | 5,441 | $0.34M | 0.0% | -39.3% | 0.003% | |
2/27/2024 | Beaird Harris Wealth Management LLC | 7,380 | $0.46M | 0.0% | -11.3% | 0.005% | |
2/21/2024 | Adroit Compliance LLC | 79,139 | $4.90M | 1.3% | N/A | 0.048% | |
2/20/2024 | Covenant Partners LLC | 152,253 | $9.42M | 3.0% | +4.8% | 0.093% | |
2/16/2024 | SageView Advisory Group LLC | 13,159 | $0.80M | 0.0% | +34.6% | 0.008% | |
2/16/2024 | DRW Securities LLC | 9,636 | $0.60M | 0.0% | -91.8% | 0.006% | |
2/16/2024 | Aspect Partners LLC | 12,894 | $0.80M | 0.5% | N/A | 0.008% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 52,605 | $3.26M | 0.0% | -2.7% | 0.032% | |
2/15/2024 | Peloton Wealth Strategists | 4,871 | $0.30M | 0.1% | N/A | 0.003% | |
2/15/2024 | Baker Avenue Asset Management LP | 398,192 | $24.65M | 1.0% | +13.8% | 0.243% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 412,347 | $25.52M | 0.5% | +0.1% | 0.252% | |
2/15/2024 | Coyle Financial Counsel LLC | 43,088 | $2.67M | 1.0% | +3.3% | 0.026% | |
2/15/2024 | Barclays PLC | 155,865 | $9.65M | 0.0% | -1.9% | 0.095% | |
2/15/2024 | Atlas Capital Advisors LLC | 28,365 | $1.76M | 0.3% | -8.3% | 0.017% | |
2/15/2024 | Mill Creek Capital Advisors LLC | 1,205,712 | $74.63M | 2.2% | +4.9% | 0.736% | |
2/15/2024 | Modera Wealth Management LLC | 1,900,922 | $117.67M | 1.9% | +1.6% | 1.161% | |
2/15/2024 | Nwam LLC | 10,469 | $0.65M | 0.1% | N/A | 0.006% | |
2/15/2024 | Nuveen Asset Management LLC | 207,022 | $12.82M | 0.0% | +2.4% | 0.126% | |
2/15/2024 | OLD Mission Capital LLC | 113,827 | $7.05M | 0.1% | +221.0% | 0.069% | |
2/15/2024 | Harding Loevner LP | 166,388 | $10.30M | 0.1% | N/A | 0.102% | |
2/15/2024 | Buckingham Strategic Partners LLC | 23,925 | $1.48M | 0.1% | -5.6% | 0.015% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 490,580 | $30.37M | 0.4% | +2.1% | 0.299% | |
2/15/2024 | Baird Financial Group Inc. | 134,887 | $8.35M | 0.0% | -1.3% | 0.082% | |
2/15/2024 | Biltmore Family Office LLC | 9,784 | $0.61M | 0.1% | -37.1% | 0.006% | |
2/15/2024 | Comerica Bank | 82,484 | $5.11M | 0.0% | -5.2% | 0.050% | |
2/14/2024 | Royal Bank of Canada | 255,969 | $15.85M | 0.0% | +1.7% | 0.156% | |
2/14/2024 | Continuum Advisory LLC | 16,863 | $1.04M | 0.1% | +2.4% | 0.010% | |
2/14/2024 | Pathstone Holdings LLC | 232,541 | $14.39M | 0.1% | N/A | 0.142% | |
2/14/2024 | Waverly Advisors LLC | 170,836 | $10.58M | 0.4% | -3.8% | 0.104% | |
2/14/2024 | Kestra Advisory Services LLC | 16,730 | $1.04M | 0.0% | -2.1% | 0.010% | |
2/14/2024 | Creative Planning | 5,169,029 | $319.96M | 0.5% | -1.0% | 3.156% | |
2/14/2024 | RMB Capital Management LLC | 14,311 | $0.89M | 0.0% | +21.6% | 0.009% | |
2/14/2024 | BOKF NA | 14,428 | $0.89M | 0.0% | +11.0% | 0.009% | |
2/14/2024 | Vista Investment Management | 8,670 | $0.54M | 0.2% | -12.2% | 0.005% | |
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2/14/2024 | Northwest Wealth Management LLC | 4,060 | $0.25M | 0.1% | N/A | 0.002% | |
2/14/2024 | Icon Wealth Advisors LLC | 3,362 | $0.21M | 0.0% | N/A | 0.002% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 907 | $56K | 0.1% | N/A | 0.001% | |
2/14/2024 | Visionary Wealth Advisors | 7,969 | $0.49M | 0.0% | -6.4% | 0.005% | |
2/14/2024 | Cresset Asset Management LLC | 34,640 | $2.14M | 0.0% | +6.6% | 0.021% | |
2/14/2024 | Regal Investment Advisors LLC | 45,873 | $2.84M | 0.2% | +2.3% | 0.028% | |
2/14/2024 | State of Tennessee Treasury Department | 656,424 | $40.63M | 0.2% | -46.2% | 0.401% | |
2/14/2024 | Sei Investments Co. | 13,683 | $0.85M | 0.0% | -66.9% | 0.008% | |
2/14/2024 | Vantage Financial Partners Ltd. Inc. | 12,141 | $0.75M | 0.2% | -30.2% | 0.007% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 26,555 | $1.64M | 0.2% | -7.9% | 0.016% | |
2/14/2024 | Prudential PLC | 14,507 | $0.90M | 0.0% | +19.9% | 0.009% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,443,639 | $89.36M | 0.0% | -1.5% | 0.881% | |
2/13/2024 | Stephens Inc. AR | 5,252 | $0.33M | 0.0% | -16.0% | 0.003% | |
2/13/2024 | Northern Trust Corp | 1,294,540 | $80.13M | 0.0% | -0.4% | 0.790% | |
2/13/2024 | Exencial Wealth Advisors LLC | 203,933 | $12.62M | 0.5% | -4.0% | 0.125% | |
2/13/2024 | Cetera Advisor Networks LLC | 89,169 | $5.52M | 0.0% | +8.6% | 0.054% | |
2/13/2024 | Annex Advisory Services LLC | 24,825 | $1.54M | 0.1% | N/A | 0.015% | |
2/13/2024 | Oppenheimer & Co. Inc. | 14,198 | $0.88M | 0.0% | +13.5% | 0.009% | |
2/13/2024 | Lake Street Advisors Group LLC | 763,870 | $47.28M | 3.2% | -12.3% | 0.466% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,888,833 | $240.72M | 0.0% | -0.1% | 2.374% | |
2/13/2024 | CIBC Private Wealth Group LLC | 14,772 | $0.91M | 0.0% | +118.6% | 0.009% | |
2/13/2024 | Vannoy Advisory Group Inc. | 4,541 | $0.28M | 0.2% | N/A | 0.003% | |
2/13/2024 | Kabouter Management LLC | 723,473 | $44.83M | 36.3% | -27.3% | 0.442% | |
2/13/2024 | James J. Burns & Company LLC | 21,770 | $1.35M | 0.3% | -9.0% | 0.013% | |
2/12/2024 | Adero Partners LLC | 15,622 | $0.97M | 0.1% | -4.1% | 0.010% | |
2/12/2024 | Burkett Financial Services LLC | 1,034 | $64K | 0.0% | N/A | 0.001% | |
2/12/2024 | Manhattan West Asset Management LLC | 10,848 | $0.67M | 0.2% | -73.3% | 0.007% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 17,528 | $1.09M | 0.1% | -24.7% | 0.011% | |
2/12/2024 | Goldstein Advisors LLC | 53,689 | $3.32M | 0.6% | +3.0% | 0.033% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,023 | $0.25M | 0.0% | N/A | 0.002% | |
2/12/2024 | Stifel Financial Corp | 228,740 | $14.16M | 0.0% | +0.9% | 0.140% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 28,046 | $1.74M | 0.0% | +7.1% | 0.017% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 5,572 | $0.35M | 0.0% | -4.7% | 0.003% | |
2/9/2024 | Advisory Services Network LLC | 26,096 | $1.62M | 0.0% | -18.3% | 0.016% | |
2/9/2024 | BayBridge Capital Group LLC | 14,359 | $0.88M | 0.8% | N/A | 0.009% | |
2/9/2024 | DORVAL Corp | 102,417 | $6.34M | 3.0% | N/A | 0.063% | |
2/9/2024 | SageView Advisory Group LLC | 13,159 | $0.80M | 0.0% | +34.6% | 0.008% | |
2/9/2024 | US Bancorp DE | 111,310 | $6.89M | 0.0% | +2.1% | 0.068% | |
2/9/2024 | Frazier Financial Advisors LLC | 3,220 | $0.20M | 0.2% | N/A | 0.002% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 909,805 | $56.32M | 2.0% | +383.8% | 0.555% | |
2/9/2024 | Crewe Advisors LLC | 30,033 | $1.86M | 0.3% | +2.7% | 0.018% | |
2/9/2024 | Franklin Resources Inc. | 544,045 | $33.68M | 0.0% | -13.0% | 0.332% | |
2/9/2024 | Trexquant Investment LP | 5,807 | $0.36M | 0.0% | N/A | 0.004% | |
2/9/2024 | Corient Private Wealth LLC | 675,668 | $41.82M | 0.1% | -3.7% | 0.412% | |
2/9/2024 | D.A. Davidson & CO. | 102,634 | $6.35M | 0.1% | -0.4% | 0.063% | |
2/9/2024 | Wells Fargo & Company MN | 399,310 | $24.72M | 0.0% | -2.8% | 0.244% | |
2/9/2024 | Coldstream Capital Management Inc. | 567,258 | $35.11M | 1.0% | +5.7% | 0.346% | |
2/9/2024 | UBS Group AG | 1,062,554 | $65.77M | 0.0% | -1.9% | 0.649% | |
2/9/2024 | PNC Financial Services Group Inc. | 1,985,675 | $122.91M | 0.1% | -4.1% | 1.212% | |
2/8/2024 | Allegheny Financial Group LTD | 14,032 | $0.87M | 0.3% | +54.0% | 0.009% | |
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2/8/2024 | Tortoise Investment Management LLC | 18,404 | $1.11M | 0.1% | -3.8% | 0.011% | |
2/8/2024 | Lee Financial Co | 23,023 | $1.43M | 0.3% | -18.7% | 0.014% | |
2/8/2024 | Great Lakes Advisors LLC | 110,032 | $6.81M | 0.1% | -3.9% | 0.067% | |
2/8/2024 | Navellier & Associates Inc. | 4,846 | $0.30M | 0.0% | N/A | 0.003% | |
2/8/2024 | Kingsview Wealth Management LLC | 7,474 | $0.46M | 0.0% | -44.9% | 0.005% | |
2/8/2024 | Integrity Wealth Solutions LLC | 23,119 | $1.43M | 1.0% | N/A | 0.014% | |
2/8/2024 | FCA Corp TX | 65,685 | $4.07M | 1.4% | +1.2% | 0.040% | |
2/8/2024 | Fairhaven Wealth Management LLC | 131,092 | $8.12M | 3.0% | -21.6% | 0.080% | |
2/8/2024 | Beacon Pointe Advisors LLC | 84,218 | $5.21M | 0.1% | +130.6% | 0.051% | |
2/8/2024 | Efficient Advisors LLC | 50,780 | $3.14M | 0.2% | -4.4% | 0.031% | |