7/1/2025 | Confluence Investment Management LLC | 288,066 | $6.86M | 0.1% | +14.6% | 0.307% | |
5/28/2025 | Strs Ohio | 3,561,122 | $79.70M | 0.3% | N/A | 3.790% | |
5/27/2025 | Advisors Capital Management LLC | 704,608 | $15.77M | 0.2% | +1.4% | 0.750% | |
5/19/2025 | SCS Capital Management LLC | 605,232 | $13.55M | 0.2% | N/A | 0.644% | |
5/16/2025 | Goldman Sachs Group Inc. | 79,600 | $1.78M | 0.0% | -36.7% | 0.085% | |
5/16/2025 | Millennium Management LLC | 173,243 | $3.88M | 0.0% | -23.4% | 0.184% | |
5/16/2025 | Integrated Wealth Concepts LLC | 16,539 | $370K | 0.0% | +38.5% | 0.018% | |
5/16/2025 | Advisors Asset Management Inc. | 177,290 | $3.97M | 0.1% | +4.0% | 0.189% | |
5/15/2025 | Ares Management LLC | 1,372,689 | $30.72M | 1.9% | -11.8% | 1.461% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 8,976 | $201K | 0.0% | N/A | 0.010% | |
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5/15/2025 | FJ Capital Management LLC | 35,944 | $804K | 0.1% | N/A | 0.038% | |
5/15/2025 | Royal Bank of Canada | 124,241 | $2.78M | 0.0% | +8.0% | 0.132% | |
5/15/2025 | Clayton Partners LLC | 151,731 | $3.40M | 3.0% | -12.0% | 0.161% | |
5/15/2025 | Trexquant Investment LP | 150,630 | $3.37M | 0.0% | -8.4% | 0.160% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 16,161 | $362K | 0.0% | N/A | 0.017% | |
5/15/2025 | Callodine Capital Management LP | 1,065,076 | $23.84M | 4.0% | -0.9% | 1.133% | |
5/14/2025 | Truvestments Capital LLC | 195,348 | $4.37M | 0.9% | +53.7% | 0.208% | |
5/14/2025 | Comerica Bank | 8,255 | $185K | 0.0% | -27.9% | 0.009% | |
5/14/2025 | SVB Wealth LLC | 4,787 | $107K | 0.0% | N/A | 0.005% | |
5/14/2025 | Kestra Advisory Services LLC | 47,372 | $1.06M | 0.0% | -8.4% | 0.050% | |
5/14/2025 | 1832 Asset Management L.P. | 350,000 | $7.83M | 0.0% | -36.4% | 0.372% | |
5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 139,805 | $3.13M | 0.3% | +8.6% | 0.149% | |
5/13/2025 | Burgundy Asset Management Ltd. | 2,347,046 | $52.53M | 0.5% | +7.0% | 2.498% | |
5/13/2025 | Ethos Financial Group LLC | 40,391 | $904K | 0.1% | N/A | 0.043% | |
5/13/2025 | Raymond James Financial Inc. | 831,261 | $18.60M | 0.0% | +1.2% | 0.885% | |
5/13/2025 | RMR Capital Management LLC | 243,231 | $5.44M | 3.9% | -0.4% | 0.259% | |
5/13/2025 | Cresset Asset Management LLC | 304,206 | $6.81M | 0.0% | +1.9% | 0.324% | |
5/13/2025 | Aberdeen Group plc | 130,680 | $2.91M | 0.0% | +5.1% | 0.139% | |
5/13/2025 | HighTower Advisors LLC | 43,451 | $972K | 0.0% | +6.4% | 0.046% | |
5/12/2025 | Barnett & Company Inc. | 30,050 | $673K | 0.6% | +3.4% | 0.032% | |
5/12/2025 | Virtu Financial LLC | 9,368 | $210K | 0.0% | N/A | 0.010% | |
5/12/2025 | Invesco Ltd. | 28,365 | $635K | 0.0% | -15.1% | 0.030% | |
5/12/2025 | Benjamin Edwards Inc. | 205,012 | $4.59M | 0.1% | +2.9% | 0.218% | |
5/12/2025 | Savvy Advisors Inc. | 30,313 | $678K | 0.1% | +32.9% | 0.032% | |
5/12/2025 | Wambolt & Associates LLC | 160,515 | $3.60M | 1.2% | -0.9% | 0.171% | |
5/12/2025 | Delphi Financial Group Inc. | 45,106 | $1.01M | 0.6% | -35.7% | 0.048% | |
5/9/2025 | Chicago Partners Investment Group LLC | 22,564 | $471K | 0.0% | +16.3% | 0.024% | |
5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 5,235 | $117K | 0.0% | N/A | 0.006% | |
5/9/2025 | Plan Group Financial LLC | 38,923 | $871K | 0.3% | +99.0% | 0.041% | |
5/9/2025 | Marble Harbor Investment Counsel LLC | 11,345 | $254K | 0.0% | -47.6% | 0.012% | |
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5/9/2025 | Argent Trust Co | 106,344 | $2.38M | 0.1% | +2.8% | 0.113% | |
5/9/2025 | LGT Capital Partners LTD. | 395,000 | $8.84M | 0.4% | -39.7% | 0.420% | |
5/9/2025 | LSV Asset Management | 1,177,111 | $26.34M | 0.1% | +3.9% | 1.253% | |
5/8/2025 | Pasadena Private Wealth LLC | 11,169 | $250K | 0.0% | N/A | 0.012% | |
5/8/2025 | MGO One Seven LLC | 415,190 | $9.29M | 0.4% | +5.3% | 0.442% | |
5/8/2025 | Dearborn Partners LLC | 63,405 | $1.42M | 0.1% | +7.9% | 0.067% | |
5/7/2025 | Melia Wealth LLC | 593,749 | $13.29M | 6.9% | +1.8% | 0.632% | |
5/7/2025 | LPL Financial LLC | 603,544 | $13.51M | 0.0% | +5.2% | 0.642% | |
5/7/2025 | Allen Investment Management LLC | 1,434,920 | $32.11M | 0.4% | +24.4% | 1.527% | |
5/7/2025 | Baillie Gifford & Co. | 373,254 | $8.35M | 0.0% | +21.8% | 0.397% | |
5/6/2025 | Cetera Investment Advisers | 448,898 | $10.05M | 0.0% | +8.1% | 0.478% | |
5/6/2025 | Principle Wealth Partners LLC | 13,150 | $294K | 0.0% | N/A | 0.014% | |
5/6/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 150,536 | $3.37M | 0.0% | -22.9% | 0.160% | |
5/6/2025 | Ignite Planners LLC | 46,349 | $953K | 0.2% | +4.5% | 0.049% | |
5/5/2025 | IFP Advisors Inc | 123,052 | $2.75M | 0.1% | -2.7% | 0.131% | |
5/5/2025 | Denali Advisors LLC | 203,438 | $4.55M | 0.5% | -2.2% | 0.217% | |
5/5/2025 | Muzinich & Co. Inc. | 450,142 | $10.07M | 5.7% | +14.7% | 0.479% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 63,971 | $1.43M | 0.3% | -4.6% | 0.068% | |
5/2/2025 | Dakota Wealth Management | 36,225 | $811K | 0.0% | N/A | 0.039% | |
4/30/2025 | Cerity Partners LLC | 444,024 | $9.94M | 0.0% | -4.4% | 0.473% | |
4/30/2025 | Round Rock Advisors LLC | 274,483 | $6.14M | 1.1% | +226.7% | 0.292% | |
4/30/2025 | Stratos Wealth Partners LTD. | 9,454 | $212K | 0.0% | -11.3% | 0.010% | |
4/30/2025 | Brown Advisory Inc. | 45,868 | $1.03M | 0.0% | -12.4% | 0.049% | |
4/29/2025 | Envestnet Asset Management Inc. | 494,699 | $11.07M | 0.0% | -3.0% | 0.526% | |
4/29/2025 | Bank of New York Mellon Corp | 11,899 | $266K | 0.0% | -7.1% | 0.013% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 23,046 | $516K | 0.0% | N/A | 0.025% | |
4/29/2025 | Silver Oak Securities Incorporated | 8,126 | $182K | 0.0% | N/A | 0.009% | |
4/28/2025 | D.A. Davidson & CO. | 173,526 | $3.88M | 0.0% | +2.5% | 0.185% | |
4/28/2025 | Redmont Wealth Advisors LLC | 4,341 | $97K | 0.2% | N/A | 0.005% | |
4/28/2025 | Rossby Financial LCC | 2,980 | $62K | 0.0% | N/A | 0.003% | |
4/25/2025 | Wealthstar Advisors LLC | 129,998 | $2.91M | 1.3% | -0.5% | 0.138% | |
4/25/2025 | Naviter Wealth LLC | 115,707 | $2.64M | 0.3% | +9.2% | 0.123% | |
4/25/2025 | Essex Financial Services Inc. | 39,252 | $878K | 0.1% | +115.8% | 0.042% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 435,607 | $9.75M | 0.0% | +15.3% | 0.464% | |
4/24/2025 | Mallini Complete Financial Planning LLC | 13,028 | $292K | 0.3% | +4.5% | 0.014% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 9,019 | $201K | 0.0% | N/A | 0.010% | |
4/22/2025 | TrueMark Investments LLC | 13,535 | $303K | 0.1% | -93.8% | 0.014% | |
4/22/2025 | Canton Hathaway LLC | 48,230 | $1.08M | 0.2% | +212.2% | 0.051% | |
4/21/2025 | Riverbridge Partners LLC | 47,243 | $1.06M | 0.0% | -34.3% | 0.050% | |
4/21/2025 | Silver Oak Securities Incorporated | 8,126 | $182K | 0.0% | N/A | 0.009% | |
4/18/2025 | Cornerstone Wealth Management LLC | 46,732 | $1.05M | 0.1% | +1.2% | 0.050% | |
4/17/2025 | Janney Montgomery Scott LLC | 276,845 | $6.20M | 0.0% | +108.5% | 0.296% | |
4/17/2025 | Columbus Macro LLC | 389,272 | $8.71M | 1.2% | +8.1% | 0.416% | |
4/17/2025 | Sound Income Strategies LLC | 2,361,139 | $52.84M | 3.1% | +2.4% | 2.521% | |
4/17/2025 | Family Wealth Partners LLC | 8,977 | $201K | 0.1% | N/A | 0.010% | |
4/14/2025 | Pallas Capital Advisors LLC | 53,983 | $1.21M | 0.1% | -2.9% | 0.058% | |
4/11/2025 | Magnus Financial Group LLC | 14,406 | $322K | 0.0% | N/A | 0.015% | |
4/10/2025 | Gilman Hill Asset Management LLC | 446,976 | $10.00M | 1.7% | +382.4% | 0.477% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 104,013 | $2.33M | 0.1% | -24.2% | 0.111% | |
4/10/2025 | Romano Brothers AND Company | 17,200 | $385K | 0.0% | -34.4% | 0.018% | |
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4/9/2025 | Mirador Capital Partners LP | 21,001 | $470K | 0.1% | -44.0% | 0.022% | |
4/8/2025 | Parallel Advisors LLC | 20,708 | $463K | 0.0% | +4.3% | 0.022% | |
4/7/2025 | AdvisorNet Financial Inc | 1,800 | $40K | 0.0% | N/A | 0.002% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 195,128 | $4.16M | 0.0% | N/A | 0.208% | |
2/24/2025 | Ameriflex Group Inc. | 1,205 | $27K | 0.0% | N/A | 0.001% | |
2/18/2025 | Burgundy Asset Management Ltd. | 2,192,486 | $46.70M | 0.5% | +1.7% | 2.349% | |
2/18/2025 | Principal Street Partners LLC | 14,355 | $306K | 0.1% | N/A | 0.015% | |
2/17/2025 | Two Sigma Advisers LP | 754,586 | $16.07M | 0.0% | -13.0% | 0.809% | |
2/17/2025 | Two Sigma Investments LP | 460,690 | $9.81M | 0.0% | -16.4% | 0.494% | |
2/17/2025 | Tidal Investments LLC | 52,051 | $1.11M | 0.0% | +2.3% | 0.056% | |