1/13/2025 | Pallas Capital Advisors LLC | 359,569 | $9.30M | 0.4% | -0.3% | 1.416% | |
12/26/2024 | JPMorgan Chase & Co. | 25,400 | $726K | 0.0% | N/A | 0.100% | |
11/15/2024 | Jane Street Group LLC | 126,217 | $3.61M | 0.0% | +240.9% | 0.497% | |
11/14/2024 | Flow Traders U.S. LLC | 48,894 | $1.40M | 0.1% | -67.5% | 0.192% | |
11/14/2024 | Captrust Financial Advisors | 344,968 | $9.87M | 0.0% | +10.2% | 1.358% | |
11/14/2024 | Rockefeller Capital Management L.P. | 16,274 | $465K | 0.0% | -7.2% | 0.064% | |
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11/13/2024 | The Manufacturers Life Insurance Company | 21,305,289 | $609.33M | 0.5% | -2.9% | 83.879% | |
10/31/2024 | JNBA Financial Advisors | 30,901 | $884K | 0.1% | -9.6% | 0.122% | |
10/25/2024 | TNF LLC | 9,436 | $263K | 0.1% | +5.3% | 0.037% | |
10/25/2024 | Pallas Capital Advisors LLC | 360,574 | $10.05M | 0.4% | +4.9% | 1.420% | |
10/22/2024 | Private Advisor Group LLC | 24,862 | $711K | 0.0% | -4.6% | 0.098% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,730 | $233K | 0.0% | -25.8% | 0.034% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 44,638 | $1.19M | 0.0% | -14.5% | 0.176% | |
8/15/2024 | The Manufacturers Life Insurance Company | 21,944,750 | $586.58M | 0.5% | -5.9% | 86.397% | |
8/13/2024 | Merriman Wealth Management LLC | 73,008 | $1.95M | 0.1% | -1.3% | 0.287% | |
8/12/2024 | Waterloo Capital L.P. | 36,348 | $972K | 0.1% | -22.9% | 0.143% | |
8/9/2024 | SigFig Wealth Management LLC | 20,232 | $541K | 0.0% | +6.9% | 0.080% | |
8/8/2024 | Envestnet Asset Management Inc. | 385,015 | $10.29M | 0.0% | +10.2% | 1.516% | |
8/5/2024 | Private Advisor Group LLC | 26,074 | $697K | 0.0% | +22.2% | 0.103% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,670 | $1.11M | 0.0% | +1.8% | 0.164% | |
7/26/2024 | Evensky & Katz LLC | 31,769 | $849K | 0.1% | +1.4% | 0.125% | |
7/22/2024 | Pallas Capital Advisors LLC | 343,669 | $9.31M | 0.4% | +6.0% | 1.353% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 11,763 | $279K | 0.0% | -33.8% | 0.046% | |
5/14/2024 | OLD Mission Capital LLC | 126,672 | $3.28M | 0.1% | +35.0% | 0.499% | |
4/30/2024 | Private Advisor Group LLC | 21,338 | $553K | 0.0% | -28.7% | 0.081% | |
4/30/2024 | Commonwealth Equity Services LLC | 40,937 | $1.06M | 0.0% | -2.3% | 0.155% | |
4/26/2024 | JNBA Financial Advisors | 38,561 | $1M | 0.1% | -21.7% | 0.146% | |
4/25/2024 | TNF LLC | 9,100 | $233K | 0.1% | N/A | 0.034% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 132,872 | $3.45M | 0.0% | -15.9% | 0.503% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 17,756 | $452K | 0.0% | +50.9% | 0.066% | |
2/14/2024 | Waterloo Capital L.P. | 55,741 | $1.42M | 0.2% | N/A | 0.206% | |
2/13/2024 | The Manufacturers Life Insurance Company | 23,456,290 | $596.49M | 0.4% | -2.8% | 86.875% | |
2/8/2024 | SigFig Wealth Management LLC | 16,223 | $413K | 0.0% | +4.6% | 0.060% | |
2/8/2024 | JNBA Financial Advisors | 49,264 | $1.25M | 0.1% | -9.7% | 0.182% | |
2/6/2024 | Private Advisor Group LLC | 29,942 | $761K | 0.0% | +18.4% | 0.111% | |
1/22/2024 | Pallas Capital Advisors LLC | 302,624 | $7.70M | 0.4% | -34.3% | 1.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 158,044 | $4.02M | 0.0% | -4.5% | 0.585% | |
1/16/2024 | Cooper Financial Group | 8,870 | $226K | 0.0% | -6.3% | 0.033% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,763 | $279K | 0.0% | -59.2% | 0.044% | |
11/15/2023 | The Manufacturers Life Insurance Company | 24,124,181 | $572.85M | 0.3% | -1.4% | 89.349% | |
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11/13/2023 | LPL Financial LLC | 182,285 | $4.33M | 0.0% | -50.8% | 0.675% | |
11/13/2023 | Provence Wealth Management Group | 39,716 | $943K | 0.6% | -3.3% | 0.147% | |
11/3/2023 | Private Advisor Group LLC | 25,279 | $600K | 0.0% | +26.8% | 0.094% | |
11/2/2023 | JNBA Financial Advisors | 54,566 | $1.30M | 0.2% | -4.0% | 0.202% | |
11/1/2023 | Orion Portfolio Solutions LLC | 11,535 | $274K | 0.0% | -49.7% | 0.043% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 165,419 | $3.93M | 0.0% | +22.5% | 0.613% | |
10/23/2023 | Commonwealth Equity Services LLC | 41,326 | $981K | 0.0% | -5.5% | 0.153% | |
10/13/2023 | Cooper Financial Group | 9,468 | $225K | 0.1% | -66.2% | 0.035% | |
10/13/2023 | Global Retirement Partners LLC | 1,100 | $26K | 0.0% | -29.5% | 0.004% | |
10/12/2023 | IFP Advisors Inc | 25,172 | $598K | 0.0% | +6.9% | 0.093% | |
8/11/2023 | The Manufacturers Life Insurance Company | 24,473,212 | $605.22M | 0.3% | -6.9% | 90.642% | |
8/10/2023 | Private Advisor Group LLC | 19,934 | $515K | 0.0% | N/A | 0.074% | |
8/9/2023 | Flow Traders U.S. LLC | 56,432 | $1.40M | 0.1% | -24.1% | 0.209% | |
8/4/2023 | Envestnet Asset Management Inc. | 63,414 | $1.57M | 0.0% | +4.1% | 0.235% | |
8/4/2023 | IFP Advisors Inc | 23,538 | $592K | 0.0% | +14.0% | 0.087% | |
7/31/2023 | LPL Financial LLC | 370,599 | $9.17M | 0.0% | +0.8% | 1.373% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 28,817 | $713K | 0.0% | -27.8% | 0.107% | |
7/27/2023 | SigFig Wealth Management LLC | 14,938 | $363K | 0.0% | +10.1% | 0.055% | |
7/26/2023 | Pallas Capital Advisors LLC | 437,585 | $11.08M | 0.5% | +6.1% | 1.509% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 135,045 | $3.34M | 0.0% | +34.8% | 0.466% | |
7/24/2023 | Provence Wealth Management Group | 41,055 | $1.02M | 0.6% | -15.9% | 0.142% | |
7/24/2023 | Evensky & Katz LLC | 50,610 | $1.25M | 0.1% | -1.6% | 0.175% | |
7/7/2023 | Cooper Financial Group | 27,987 | $692K | 0.2% | -33.8% | 0.097% | |
5/15/2023 | Flow Traders U.S. LLC | 74,345 | $1.80M | 0.1% | +25.7% | 0.256% | |
5/11/2023 | Cooper Financial Group | 42,259 | $1.02M | 0.3% | -15.8% | 0.146% | |
5/10/2023 | LPL Financial LLC | 367,630 | $8.91M | 0.0% | +2.7% | 1.268% | |
5/8/2023 | Global Retirement Partners LLC | 1,560 | $37K | 0.0% | +345.7% | 0.005% | |
5/3/2023 | SigFig Wealth Management LLC | 13,562 | $329K | 0.0% | +22.9% | 0.047% | |
5/3/2023 | Capital Advisors Ltd. LLC | 2,848 | $69K | 0.0% | N/A | 0.010% | |
5/2/2023 | Pallas Capital Advisors LLC | 412,484 | $9.93M | 0.9% | +3.5% | 1.422% | |
5/2/2023 | JNBA Financial Advisors | 56,895 | $1.38M | 0.2% | -6.5% | 0.196% | |
5/1/2023 | Truadvice LLC | 12,490 | $303K | 0.1% | N/A | 0.043% | |
4/27/2023 | Provence Wealth Management Group | 48,834 | $1.18M | 0.8% | -46.8% | 0.168% | |
4/20/2023 | Evensky & Katz LLC | 51,414 | $1.25M | 0.1% | +1.2% | 0.177% | |
4/18/2023 | IFP Advisors Inc | 20,650 | $519K | 0.0% | -11.0% | 0.071% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 100,184 | $2.43M | 0.0% | +539.5% | 0.345% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 53,974 | $1.25M | 0.0% | +38.1% | 0.186% | |
3/6/2023 | OLD Mission Capital LLC | 152,036 | $3.53M | 0.1% | N/A | 0.524% | |
2/21/2023 | B. Riley Wealth Advisors Inc. | 53,974 | $1.25M | 0.0% | +38.1% | 0.186% | |
2/14/2023 | Quantitative Advantage LLC | 252,583 | $5.86M | 0.9% | -7.0% | 0.871% | |
2/13/2023 | The Manufacturers Life Insurance Company | 26,398,756 | $612.19M | 0.4% | -0.7% | 91.030% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 15,666 | $363K | 0.0% | -4.2% | 0.054% | |
2/8/2023 | UBS Group AG | 5,722 | $133K | 0.0% | +1,044.4% | 0.020% | |
2/7/2023 | Commonwealth Equity Services LLC | 46,426 | $1.08M | 0.0% | -27.3% | 0.160% | |
2/7/2023 | LPL Financial LLC | 357,881 | $8.30M | 0.0% | +294.9% | 1.234% | |
2/7/2023 | IFP Advisors Inc | 23,195 | $583K | 0.0% | +479.9% | 0.080% | |
2/7/2023 | Envestnet Asset Management Inc. | 48,040 | $1.11M | 0.0% | -18.7% | 0.166% | |
2/7/2023 | JNBA Financial Advisors | 60,834 | $1.41M | 0.2% | -33.4% | 0.210% | |
2/2/2023 | Provence Wealth Management Group | 91,732 | $2.13M | 1.7% | -8.5% | 0.316% | |
1/24/2023 | Pallas Capital Advisors LLC | 398,623 | $10.10M | 1.0% | +5.6% | 1.375% | |
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1/13/2023 | Cooper Financial Group | 50,209 | $1.16M | 0.4% | -12.2% | 0.173% | |
11/22/2022 | B. Riley Wealth Advisors Inc. | 39,077 | $850K | 0.0% | +5.3% | 0.135% | |
11/15/2022 | Flow Traders U.S. LLC | 15,503 | $337K | 0.0% | N/A | 0.053% | |
11/14/2022 | Quantitative Advantage LLC | 271,669 | $5.91M | 1.0% | -1.6% | 0.937% | |
11/10/2022 | SigFig Wealth Management LLC | 11,058 | $288K | 0.0% | +24.5% | 0.038% | |
11/8/2022 | IFP Advisors Inc | 4,000 | $101K | 0.0% | N/A | 0.014% | |
11/7/2022 | JNBA Financial Advisors | 91,393 | $1.99M | 0.3% | -47.9% | 0.315% | |
11/7/2022 | Pallas Capital Advisors LLC | 377,388 | $8.16M | 0.9% | N/A | 1.301% | |
11/3/2022 | The Manufacturers Life Insurance Company | 26,594,545 | $578.39M | 0.4% | +15.3% | 91.705% | |
11/1/2022 | Brinker Capital Investments LLC | 12,363 | $269K | 0.0% | -25.0% | 0.043% | |