8/27/2025 | Orion Porfolio Solutions LLC | 7,704 | $585K | 0.0% | +21.0% | 0.006% | |
8/26/2025 | Thrivent Financial for Lutherans | 9,872 | $746K | 0.0% | N/A | 0.007% | |
8/22/2025 | TT Capital Management LLC | 54,100 | $4.00M | 1.3% | N/A | 0.039% | |
8/20/2025 | Coppell Advisory Solutions LLC | 6,423 | $483K | 0.1% | -3.0% | 0.005% | |
8/18/2025 | Geneos Wealth Management Inc. | 10,604 | $805K | 0.0% | +101.8% | 0.008% | |
8/18/2025 | Castleark Management LLC | 236,450 | $17.95M | 0.5% | N/A | 0.169% | |
8/16/2025 | Headlands Technologies LLC | 2,866 | $218K | 0.0% | N/A | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 25,272 | $1.92M | 0.0% | +80.5% | 0.018% | |
8/15/2025 | State of Tennessee Department of Treasury | 2,827,927 | $214.64M | 0.8% | +3.9% | 2.022% | |
8/15/2025 | Captrust Financial Advisors | 14,474 | $1.10M | 0.0% | +218.7% | 0.010% | |
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8/15/2025 | United Services Automobile Association | 189,350 | $14.37M | 1.5% | -50.0% | 0.135% | |
8/15/2025 | Tidal Investments LLC | 7,950 | $601K | 0.0% | N/A | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 31,674 | $2.40M | 0.1% | -1.1% | 0.023% | |
8/15/2025 | Orion Porfolio Solutions LLC | 7,704 | $585K | 0.0% | +21.0% | 0.006% | |
8/15/2025 | MML Investors Services LLC | 387,173 | $29.39M | 0.1% | -5.6% | 0.277% | |
8/15/2025 | Great Valley Advisor Group Inc. | 5,806 | $440K | 0.0% | -73.5% | 0.004% | |
8/15/2025 | Gallagher Fiduciary Advisors LLC | 59,297,124 | $4.50B | 6.4% | +19,539.6% | 42.388% | |
8/15/2025 | Benjamin Edwards Inc. | 436,328 | $33.12M | 0.4% | +35.3% | 0.312% | |
8/15/2025 | BNP Paribas Financial Markets | 902,723 | $68.52M | 0.0% | -18.1% | 0.645% | |
8/15/2025 | Bank of America Corp DE | 2,389,158 | $181.34M | 0.0% | +0.5% | 1.708% | |
8/15/2025 | Ameriprise Financial Inc. | 732,016 | $55.50M | 0.0% | -13.1% | 0.523% | |
8/14/2025 | Jane Street Group LLC | 250,852 | $19.04M | 0.0% | -72.4% | 0.179% | |
8/14/2025 | Raymond James Financial Inc. | 694,259 | $52.69M | 0.0% | -3.4% | 0.496% | |
8/14/2025 | Alliancebernstein L.P. | 542,428 | $41.17M | 0.0% | +0.3% | 0.388% | |
8/14/2025 | BNP Paribas | 118,378 | $8.99M | 0.3% | +2,534.1% | 0.085% | |
8/14/2025 | Sei Investments Co. | 146,574 | $11.13M | 0.0% | +55.6% | 0.105% | |
8/14/2025 | Heritage Wealth Management Inc. | 4,845 | $368K | 0.1% | -23.8% | 0.003% | |
8/14/2025 | Dearborn Partners LLC | 23,968 | $1.82M | 0.1% | +77.7% | 0.017% | |
8/14/2025 | NewEdge Advisors LLC | 186,473 | $14.15M | 0.1% | +54.1% | 0.133% | |
8/14/2025 | State Street Corp | 1,121,846 | $85.15M | 0.0% | +20.6% | 0.802% | |
8/14/2025 | Cary Street Partners Financial LLC | 3,643 | $277K | 0.0% | -15.7% | 0.003% | |
8/13/2025 | Victory Financial Group LLC | 57,998 | $4.40M | 0.7% | -4.8% | 0.041% | |
8/13/2025 | Quantum Portfolio Management LLC | 8,549 | $649K | 0.3% | N/A | 0.006% | |
8/13/2025 | Cresset Asset Management LLC | 11,266 | $855K | 0.0% | -21.0% | 0.008% | |
8/13/2025 | Guggenheim Capital LLC | 121,048 | $9.19M | 0.1% | +37.9% | 0.087% | |
8/13/2025 | Invesco Ltd. | 64,985 | $4.93M | 0.0% | +0.2% | 0.046% | |
8/13/2025 | 1832 Asset Management L.P. | 357,866 | $27.16M | 0.0% | +5.3% | 0.256% | |
8/13/2025 | NYL Investors LLC | 625,629 | $47.49M | 13.1% | +1.1% | 0.447% | |
8/13/2025 | Beacon Pointe Advisors LLC | 4,317 | $328K | 0.0% | +4.3% | 0.003% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 23,951 | $1.82M | 0.0% | -70.3% | 0.017% | |
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8/13/2025 | Sumitomo Mitsui Financial Group Inc. | 81,693 | $6.20M | 0.1% | -11.0% | 0.058% | |
8/13/2025 | Fortress Financial Solutions LLC | 16,546 | $1.26M | 1.6% | +3.2% | 0.012% | |
8/12/2025 | RiverFront Investment Group LLC | 64,839 | $4.92M | 0.1% | -49.0% | 0.046% | |
8/12/2025 | XTX Topco Ltd | 8,187 | $621K | 0.0% | +99.3% | 0.006% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 4,608 | $350K | 0.0% | -13.3% | 0.003% | |
8/12/2025 | CreativeOne Wealth LLC | 4,701 | $357K | 0.0% | -91.7% | 0.003% | |
8/12/2025 | Fiducient Advisors LLC | 468,948 | $35.59M | 4.4% | +4.2% | 0.335% | |
8/12/2025 | Global Retirement Partners LLC | 16,817 | $1.28M | 0.0% | N/A | 0.012% | |
8/12/2025 | Prudential Financial Inc. | 10,865 | $832K | 0.0% | N/A | 0.008% | |
8/12/2025 | Charles Schwab Investment Management Inc. | 2,274,819 | $172.66M | 0.0% | +2.6% | 1.626% | |
8/12/2025 | MAI Capital Management | 1,198 | $91K | 0.0% | -17.2% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 219,122 | $16.63M | 0.0% | -37.3% | 0.157% | |
8/12/2025 | Prudential PLC | 40,444,804 | $3.07B | 18.7% | -52.2% | 28.912% | |
8/12/2025 | Absolute Capital Management LLC | 24,218 | $1.84M | 0.9% | -3.0% | 0.017% | |
8/12/2025 | Howe & Rusling Inc. | 369 | $28K | 0.0% | +292.6% | 0.000% | |
8/12/2025 | GDS Wealth Management | 567,222 | $43.05M | 3.1% | -8.0% | 0.405% | |
8/11/2025 | TD Waterhouse Canada Inc. | 9,794 | $741K | 0.0% | -30.5% | 0.007% | |
8/11/2025 | Anfield Capital Management LLC | 397 | $30K | 0.0% | +185.6% | 0.000% | |
8/11/2025 | Lighthouse Financial LLC | 130,698 | $9.92M | 7.6% | -0.4% | 0.093% | |
8/11/2025 | Capital Square LLC | 14,036 | $1.04M | 0.6% | -2.3% | 0.010% | |
8/11/2025 | Citigroup Inc. | 1,356,114 | $102.93M | 0.1% | +4,898.0% | 0.969% | |
8/8/2025 | Cetera Investment Advisers | 154,519 | $11.73M | 0.0% | -41.5% | 0.118% | |
8/8/2025 | WealthShield Partners LLC | 26,487 | $2.01M | 0.2% | -2.4% | 0.020% | |
8/8/2025 | Foundations Investment Advisors LLC | 2,846 | $216K | 0.0% | -21.1% | 0.002% | |
8/8/2025 | Prospect Financial Services LLC | 119,970 | $9.11M | 5.4% | -34.6% | 0.092% | |
8/8/2025 | PNC Financial Services Group Inc. | 163,392 | $12.40M | 0.0% | -19.4% | 0.125% | |
8/8/2025 | SBI Securities Co. Ltd. | 35,005 | $2.66M | 0.1% | +6.2% | 0.027% | |
8/7/2025 | Palouse Capital Management Inc. | 49,803 | $3.78M | 2.5% | +0.3% | 0.038% | |
8/7/2025 | Davidson Capital Management Inc. | 292,881 | $22.23M | 5.3% | +22.1% | 0.223% | |
8/7/2025 | Alpha Cubed Investments LLC | 8,269 | $628K | 0.0% | N/A | 0.006% | |
8/7/2025 | King Luther Capital Management Corp | 47,254 | $3.59M | 0.0% | -3.0% | 0.036% | |
8/7/2025 | PFG Advisors | 8,242 | $626K | 0.0% | -9.0% | 0.006% | |
8/7/2025 | LFA Lugano Financial Advisors SA | 7,266 | $546K | 0.3% | -4.1% | 0.006% | |
8/6/2025 | Prospera Financial Services Inc | 37,662 | $2.86M | 0.1% | -50.2% | 0.029% | |
8/5/2025 | NewSquare Capital LLC | 59,597 | $4.52M | 0.3% | +2.9% | 0.045% | |
8/5/2025 | Transatlantique Private Wealth LLC | 8,300 | $630K | 0.2% | +2.8% | 0.006% | |
8/5/2025 | Marion Wealth Management | 75,286 | $5.71M | 1.4% | +1.1% | 0.057% | |
8/5/2025 | Sigma Planning Corp | 5,482 | $416K | 0.0% | -77.7% | 0.004% | |
8/5/2025 | MMA Asset Management LLC | 28,615 | $2.17M | 0.8% | -55.9% | 0.022% | |
8/5/2025 | Palogic Value Management L.P. | 34,565 | $2.62M | 1.1% | -3.2% | 0.026% | |
8/5/2025 | Gould Asset Management LLC CA | 5,894 | $447K | 0.1% | -39.5% | 0.004% | |
8/4/2025 | AMG National Trust Bank | 180,805 | $13.72M | 0.4% | -7.3% | 0.138% | |
8/4/2025 | IFG Advisory LLC | 34,490 | $2.62M | 0.1% | -6.6% | 0.026% | |
8/4/2025 | Atria Investments Inc | 37,805 | $2.87M | 0.0% | +11.3% | 0.029% | |
8/4/2025 | Assetmark Inc. | 59,120 | $4.49M | 0.0% | -60.2% | 0.045% | |
8/4/2025 | Econ Financial Services Corp | 71,983 | $5.46M | 2.8% | +0.9% | 0.055% | |
8/4/2025 | Wealth Management Associates Inc. | 3,650 | $277K | 0.1% | -21.5% | 0.003% | |
8/1/2025 | James Investment Research Inc. | 20,652 | $1.57M | 0.2% | -2.4% | 0.016% | |
8/1/2025 | Providence First Trust Co | 146,640 | $11.13M | 3.9% | -0.2% | 0.112% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 3,235 | $246K | 0.1% | -94.7% | 0.002% | |
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8/1/2025 | First National Trust Co | 4,415 | $335K | 0.0% | -3.0% | 0.003% | |
8/1/2025 | Advisory Alpha LLC | 503,551 | $38.22M | 1.2% | -1.4% | 0.384% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 5,111 | $388K | 0.0% | N/A | 0.004% | |
8/1/2025 | Envestnet Asset Management Inc. | 336,965 | $25.57M | 0.0% | -13.2% | 0.257% | |
7/31/2025 | Nisa Investment Advisors LLC | 183,600 | $13.94M | 0.1% | +2.5% | 0.140% | |
7/31/2025 | Wealthfront Advisers LLC | 17,876 | $1.36M | 0.0% | -13.7% | 0.014% | |
7/31/2025 | Topsail Wealth Management LLC | 23,786 | $1.81M | 0.3% | +1.5% | 0.018% | |
7/31/2025 | Hobart Private Capital LLC | 5,695 | $432K | 0.1% | -79.3% | 0.004% | |
7/31/2025 | Ranch Capital Advisors Inc. | 23,844 | $1.81M | 0.8% | +9.0% | 0.018% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 4,408 | $335K | 0.0% | -40.3% | 0.003% | |