4/19/2024 | BluePath Capital Management LLC | 25,541 | $1.08M | 0.8% | -11.3% | 0.018% | |
4/19/2024 | Albion Financial Group UT | 79,520 | $3.35M | 0.3% | +10.9% | 0.058% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 46,042 | $1.94M | 0.0% | +50.5% | 0.033% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 7,781 | $328K | 0.1% | +57.4% | 0.006% | |
4/18/2024 | Refined Wealth Management | 215,143 | $9.06M | 6.7% | +1.6% | 0.156% | |
4/18/2024 | Quattro Financial Advisors LLC | 8,074 | $340K | 0.1% | +19,123.8% | 0.006% | |
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4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 11,084 | $467K | 0.1% | -11.7% | 0.008% | |
4/18/2024 | Congress Wealth Management LLC DE | 429,002 | $18.07M | 0.3% | -2.4% | 0.311% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 30,975 | $1.30M | 0.4% | +41.1% | 0.022% | |
4/17/2024 | Romano Brothers AND Company | 78,290 | $3.30M | 0.5% | -0.8% | 0.057% | |
4/17/2024 | Grimes & Company Inc. | 32,153 | $1.35M | 0.0% | +1.2% | 0.023% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 96,302 | $4.06M | 0.2% | -46.6% | 0.070% | |
4/16/2024 | MCF Advisors LLC | 3,739 | $157K | 0.0% | -15.3% | 0.003% | |
4/16/2024 | Calton & Associates Inc. | 112,344 | $4.73M | 2.3% | -4.3% | 0.081% | |
4/16/2024 | Capital Asset Advisory Services LLC | 15,400 | $643K | 0.0% | +58.6% | 0.011% | |
4/16/2024 | Hengehold Capital Management LLC | 222,391 | $9.37M | 1.0% | +2.8% | 0.161% | |
4/16/2024 | Seed Wealth Management Inc. | 54,473 | $2.28M | 2.2% | -7.4% | 0.039% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 125,769 | $5.30M | 0.0% | +34.3% | 0.091% | |
4/15/2024 | WealthCare Investment Partners LLC | 8,120 | $342K | 0.2% | -8.1% | 0.006% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 14,071 | $593K | 0.0% | -77.7% | 0.010% | |
4/15/2024 | Future Financial Wealth Managment LLC | 2,105 | $89K | 0.1% | N/A | 0.002% | |
4/15/2024 | Elevated Capital Advisors LLC | 82,859 | $3.49M | 1.0% | -7.7% | 0.060% | |
4/15/2024 | McNamara Financial Services Inc. | 16,510 | $695K | 0.1% | +10.9% | 0.015% | |
4/15/2024 | Windsor Capital Management LLC | 116,410 | $4.90M | 1.5% | +0.3% | 0.106% | |
4/15/2024 | Counterpoint Mutual Funds LLC | 1,198,300 | $50.46M | 12.4% | +63.7% | 1.087% | |
4/15/2024 | Prentice Wealth Management LLC | 175,747 | $7.40M | 2.6% | +2.8% | 0.159% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 253,657 | $10.68M | 0.4% | +6.9% | 0.230% | |
4/12/2024 | Austin Private Wealth LLC | 12,145 | $508K | 0.1% | +15.2% | 0.011% | |
4/12/2024 | Global Assets Advisory LLC | 12,549 | $528K | 0.0% | N/A | 0.011% | |
4/11/2024 | City Holding Co. | 707 | $30K | 0.0% | -25.8% | 0.001% | |
4/11/2024 | RDA Financial Network | 21,194 | $892K | 0.3% | -7.7% | 0.019% | |
4/11/2024 | International Assets Investment Management LLC | 59,288 | $2.48M | 0.1% | +5.1% | 0.054% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 446,266 | $18.79M | 3.8% | -1.1% | 0.405% | |
4/11/2024 | O Connor Financial Group LLC | 134,277 | $5.65M | 3.4% | +3.9% | 0.122% | |
4/11/2024 | RFG Advisory LLC | 13,384 | $564K | 0.0% | -6.6% | 0.012% | |
4/11/2024 | Shilanski & Associates Inc. | 181,478 | $7.64M | 2.6% | +7.4% | 0.165% | |
4/10/2024 | LexAurum Advisors LLC | 5,460 | $230K | 0.1% | N/A | 0.005% | |
4/10/2024 | Fragasso Group Inc. | 184,423 | $7.77M | 0.7% | +1.9% | 0.167% | |
4/10/2024 | Park Avenue Securities LLC | 56,696 | $2.39M | 0.0% | +8.3% | 0.051% | |
4/10/2024 | KMG Fiduciary Partners LLC | 139,746 | $5.89M | 0.6% | +18.3% | 0.127% | |
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4/9/2024 | Destiny Wealth Partners LLC | 218,443 | $9.20M | 1.6% | -13.3% | 0.198% | |
4/9/2024 | Great Waters Wealth Management | 43,821 | $1.85M | 0.3% | -0.8% | 0.040% | |
4/5/2024 | Summit Financial Group Inc. | 8,085 | $340K | 0.1% | -8.6% | 0.007% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 23,390 | $981K | 0.0% | +44.4% | 0.021% | |
3/14/2024 | Leo Wealth LLC | 14,171 | $594K | 0.1% | N/A | 0.013% | |
3/13/2024 | MONECO Advisors LLC | 8,953 | $375K | 0.1% | N/A | 0.008% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,267 | $53K | 0.0% | N/A | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 1,444,150 | $60.55M | 0.0% | -7.6% | 1.310% | |
3/4/2024 | Richardson Financial Services Inc. | 20,756 | $870K | 0.8% | N/A | 0.019% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,954,862 | $165.83M | 0.0% | +67.6% | 3.589% | |
2/29/2024 | Scarborough Advisors LLC | 1,766 | $74K | 0.0% | N/A | 0.002% | |
2/26/2024 | Centaurus Financial Inc. | 86,865 | $3.64M | 0.3% | -53.6% | 0.079% | |
2/26/2024 | Integrated Advisors Network LLC | 70,723 | $2.97M | 0.2% | +11.3% | 0.064% | |
2/23/2024 | Chicago Partners Investment Group LLC | 7,199 | $302K | 0.0% | N/A | 0.007% | |
2/22/2024 | Scarborough Advisors LLC | 3,256 | $137K | 0.0% | N/A | 0.003% | |
2/21/2024 | Raleigh Capital Management Inc. | 16,508 | $692K | 0.3% | +2.4% | 0.015% | |
2/20/2024 | Voisard Asset Management Group Inc. | 600 | $25K | 0.0% | N/A | 0.001% | |
2/17/2024 | Madison Wealth Partners Inc | 16,884 | $708K | 0.3% | N/A | 0.015% | |
2/16/2024 | Price T Rowe Associates Inc. MD | 225,700 | $9.46M | 0.0% | +152.5% | 0.205% | |
2/16/2024 | Hobbs Group Advisors LLC | 1,101 | $46K | 0.0% | N/A | 0.001% | |
2/16/2024 | Harbour Investments Inc. | 11,521 | $483K | 0.0% | +7.1% | 0.010% | |
2/15/2024 | Arkos Global Advisors | 21,812 | $915K | 0.2% | +8.0% | 0.020% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 41,338 | $1.73M | 0.0% | +56.0% | 0.038% | |
2/15/2024 | LifePro Asset Management | 30,750 | $1.29M | 1.0% | -38.2% | 0.028% | |
2/15/2024 | Baker Avenue Asset Management LP | 170,218 | $7.14M | 0.3% | +8.2% | 0.154% | |
2/15/2024 | Hilltop Partners LLC | 148,683 | $6.23M | 2.5% | +14.8% | 0.135% | |
2/15/2024 | Barclays PLC | 500,000 | $20.97M | 0.0% | N/A | 0.454% | |
2/15/2024 | Mariner Investment Group LLC | 337,578 | $14.16M | 3.8% | N/A | 0.306% | |
2/15/2024 | Primoris Wealth Advisors LLC | 14,225 | $596K | 0.6% | -7.7% | 0.013% | |
2/15/2024 | Modern Wealth Management LLC | 7,591 | $318K | 0.0% | N/A | 0.007% | |
2/15/2024 | OLD Mission Capital LLC | 553,986 | $23.23M | 0.4% | N/A | 0.503% | |
2/15/2024 | Price T Rowe Associates Inc. MD | 225,700 | $9.46M | 0.0% | +152.5% | 0.205% | |
2/15/2024 | Palogic Value Management L.P. | 62,164 | $2.61M | 1.2% | +10.0% | 0.056% | |
2/15/2024 | Flow State Investments L.P. | 60,000 | $2.52M | 0.8% | -24.1% | 0.054% | |
2/15/2024 | Freedom Investment Management Inc. | 30,748 | $1.29M | 0.1% | -14.4% | 0.028% | |
2/15/2024 | Garden State Investment Advisory Services LLC | 55,004 | $2.31M | 0.9% | +9.3% | 0.050% | |
2/15/2024 | Bain Capital Credit LP | 1,376,780 | $57.73M | 10.0% | +343.8% | 1.249% | |
2/15/2024 | Baird Financial Group Inc. | 18,801 | $788K | 0.0% | +171.0% | 0.017% | |
2/15/2024 | Blackstone Inc. | 366,367 | $15.36M | 0.1% | +89.9% | 0.332% | |
2/15/2024 | Comerica Bank | 31,361 | $1.32M | 0.0% | +21.6% | 0.028% | |
2/14/2024 | Royal Bank of Canada | 2,554,981 | $107.13M | 0.0% | -8.8% | 2.318% | |
2/14/2024 | Kestra Advisory Services LLC | 17,841 | $748K | 0.0% | +224.3% | 0.016% | |
2/14/2024 | Creative Planning | 434,447 | $18.22M | 0.0% | +7.0% | 0.394% | |
2/14/2024 | Vista Investment Management | 26,076 | $1.09M | 0.5% | -36.8% | 0.024% | |
2/14/2024 | Greystone Financial Group LLC | 352,238 | $14.77M | 3.4% | -4.4% | 0.320% | |
2/14/2024 | Visionary Wealth Advisors | 87,319 | $3.66M | 0.3% | -30.0% | 0.079% | |
2/14/2024 | Whitford Management LLC | 119,500 | $5.01M | 2.0% | N/A | 0.108% | |
2/14/2024 | State of Tennessee Treasury Department | 4,675,173 | $196.03M | 0.8% | +9.0% | 4.242% | |
2/14/2024 | Regal Investment Advisors LLC | 164,833 | $6.91M | 0.5% | -40.3% | 0.150% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 933 | $39K | 0.0% | N/A | 0.001% | |
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2/14/2024 | Prudential PLC | 65,550 | $2.75M | 0.0% | -18.2% | 0.059% | |
2/13/2024 | Envestnet Asset Management Inc. | 880,435 | $36.92M | 0.0% | -1.5% | 0.799% | |
2/13/2024 | Stephens Inc. AR | 46,233 | $1.94M | 0.0% | +32.9% | 0.042% | |
2/13/2024 | Exencial Wealth Advisors LLC | 97,672 | $4.10M | 0.2% | -9.8% | 0.089% | |
2/13/2024 | Cetera Advisor Networks LLC | 95,065 | $3.99M | 0.0% | -5.8% | 0.086% | |
2/13/2024 | Oppenheimer & Co. Inc. | 35,548 | $1.49M | 0.0% | +30.6% | 0.032% | |
2/13/2024 | First Trust Advisors LP | 37,582 | $1.58M | 0.0% | -1.7% | 0.034% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,954,862 | $165.83M | 0.0% | +67.6% | 3.589% | |
2/13/2024 | Cornerstone Advisory LLC | 5,631 | $236K | 0.0% | -11.5% | 0.005% | |
2/13/2024 | The Manufacturers Life Insurance Company | 177,275 | $7.43M | 0.0% | -27.1% | 0.161% | |