11/15/2024 | MML Investors Services LLC | 67,199 | $3.27M | 0.0% | -3.9% | 1.053% | |
11/15/2024 | Orion Portfolio Solutions LLC | 6,745 | $328K | 0.0% | +39.7% | 0.106% | |
11/15/2024 | Jane Street Group LLC | 17,919 | $872K | 0.0% | -34.0% | 0.281% | |
11/15/2024 | Integrated Wealth Concepts LLC | 18,893 | $919K | 0.0% | +46.8% | 0.296% | |
11/13/2024 | Townsquare Capital LLC | 5,151 | $251K | 0.0% | +8.1% | 0.081% | |
11/13/2024 | Elios Financial Group Inc. | 8,268 | $402K | 0.2% | N/A | 0.130% | |
|
11/8/2024 | First Horizon Advisors Inc. | 2,899 | $141K | 0.0% | +13.2% | 0.045% | |
11/7/2024 | Thrivent Financial for Lutherans | 25,214 | $1.23M | 0.0% | +99.0% | 0.395% | |
11/6/2024 | OneDigital Investment Advisors LLC | 16,726 | $814K | 0.0% | -6.5% | 0.262% | |
11/5/2024 | Aptus Capital Advisors LLC | 4,411 | $215K | 0.0% | -12.2% | 0.069% | |
11/1/2024 | Assetmark Inc. | 24,044 | $1.17M | 0.0% | +15.1% | 0.377% | |
10/30/2024 | Austin Private Wealth LLC | 7,187 | $350K | 0.0% | +3.5% | 0.113% | |
10/29/2024 | Janney Montgomery Scott LLC | 19,894 | $968K | 0.0% | +2.1% | 0.312% | |
10/29/2024 | Farther Finance Advisors LLC | 3,085 | $150K | 0.0% | +25.4% | 0.048% | |
10/25/2024 | Strategic Blueprint LLC | 4,227 | $206K | 0.0% | N/A | 0.066% | |
10/25/2024 | Diversify Advisory Services LLC | 7,743 | $363K | 0.0% | -9.0% | 0.121% | |
10/23/2024 | MA Private Wealth | 5,963 | $290K | 0.1% | -7.6% | 0.093% | |
10/22/2024 | International Assets Investment Management LLC | 242,911 | $118.18M | 0.0% | N/A | 3.807% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 20,242 | $985K | 0.2% | +1.6% | 0.317% | |
10/10/2024 | Factory Mutual Insurance Co. | 1,147,970 | $55.85M | 0.6% | -44.1% | 17.993% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 3,602 | $175K | 0.0% | +7.7% | 0.056% | |
10/8/2024 | CWM LLC | 92,567 | $4.50M | 0.0% | +53.4% | 1.451% | |
9/5/2024 | Sanctuary Advisors LLC | 15,460 | $693K | 0.0% | N/A | 0.242% | |
8/22/2024 | Cetera Investment Advisers | 61,581 | $2.76M | 0.0% | -2.1% | 0.965% | |
8/14/2024 | EverSource Wealth Advisors LLC | 4,530 | $208K | 0.0% | +781.3% | 0.071% | |
8/13/2024 | Tcwp LLC | 8,089 | $362K | 0.9% | -10.4% | 0.127% | |
8/13/2024 | Thrivent Financial for Lutherans | 12,671 | $567K | 0.0% | +6.3% | 0.199% | |
8/13/2024 | AE Wealth Management LLC | 8,448 | $378K | 0.0% | -4.5% | 0.132% | |
8/9/2024 | SigFig Wealth Management LLC | 11,584 | $519K | 0.0% | +4.5% | 0.182% | |
8/8/2024 | Williams Financial LLC | 42,849 | $1.95M | 0.5% | N/A | 0.672% | |
8/8/2024 | Envestnet Asset Management Inc. | 1,213,988 | $54.37M | 0.0% | -1.8% | 19.028% | |
7/31/2024 | Commonwealth Equity Services LLC | 10,464 | $469K | 0.0% | +48.5% | 0.164% | |
7/26/2024 | Bank of New York Mellon Corp | 9,487 | $425K | 0.0% | -3.0% | 0.149% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 19,923 | $892K | 0.2% | +1.9% | 0.312% | |
7/22/2024 | Atria Wealth Solutions Inc. | 28,053 | $1.26M | 0.0% | -3.2% | 0.440% | |
7/19/2024 | Williams Financial LLC | 42,849 | $1.95M | 0.0% | N/A | 0.672% | |
7/17/2024 | Sharkey Howes & Javer | 16,044 | $718K | 0.1% | -7.7% | 0.251% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 371,944 | $16.66M | 0.1% | -2.8% | 5.830% | |
7/13/2024 | Austin Private Wealth LLC | 6,944 | $311K | 0.0% | -5.5% | 0.109% | |
7/12/2024 | Diversify Advisory Services LLC | 8,512 | $386K | 0.0% | +3.0% | 0.133% | |
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7/10/2024 | CWM LLC | 60,354 | $2.70M | 0.0% | -15.6% | 0.946% | |
7/9/2024 | Park Avenue Securities LLC | 100,245 | $4.49M | 0.1% | -2.8% | 1.571% | |
5/24/2024 | Cetera Advisors LLC | 12,572 | $574K | 0.0% | +93.7% | 0.197% | |
5/24/2024 | Cetera Investment Advisers | 62,871 | $2.87M | 0.0% | +47.5% | 0.985% | |
5/16/2024 | California State Teachers Retirement System | 1,606,601 | $73.38M | 0.1% | -56.7% | 25.182% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 4,899 | $224K | 0.0% | N/A | 0.077% | |
5/8/2024 | Avantax Advisory Services Inc. | 5,989 | $274K | 0.0% | +12.4% | 0.094% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 382,510 | $17.47M | 0.1% | -6.7% | 5.995% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,049 | $916K | 0.0% | +23.1% | 0.314% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 3,201 | $146K | 0.0% | +16.7% | 0.050% | |
5/1/2024 | Diversify Advisory Services LLC | 8,263 | $376K | 0.0% | N/A | 0.130% | |
4/23/2024 | Strategic Blueprint LLC | 4,446 | $203K | 0.0% | N/A | 0.056% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 19,560 | $893K | 0.2% | +4.2% | 0.246% | |
4/12/2024 | Austin Private Wealth LLC | 7,345 | $333K | 0.0% | +4.4% | 0.092% | |
4/10/2024 | Park Avenue Securities LLC | 103,089 | $4.71M | 0.1% | -5.1% | 1.297% | |
2/14/2024 | Tcwp LLC | 8,474 | $371K | 1.0% | N/A | 0.065% | |
2/13/2024 | Morningstar Investment Services LLC | 16,348 | $716K | 0.0% | N/A | 0.125% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,254,887 | $54.88M | 0.0% | +25.8% | 9.557% | |
2/13/2024 | California State Teachers Retirement System | 3,706,601 | $162.09M | 0.2% | -36.2% | 28.230% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,410 | $543K | 0.0% | +26.7% | 0.095% | |
2/9/2024 | Assetmark Inc. | 19,409 | $849K | 0.0% | +28.2% | 0.148% | |
2/8/2024 | SigFig Wealth Management LLC | 11,167 | $488K | 0.0% | +32.2% | 0.085% | |
2/8/2024 | Janney Montgomery Scott LLC | 16,288 | $712K | 0.0% | +24.1% | 0.124% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,329 | $233K | 0.0% | N/A | 0.041% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 409,883 | $17.92M | 0.1% | +31.5% | 3.122% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,041 | $46K | 0.0% | N/A | 0.008% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,743 | $120K | 0.0% | +358.7% | 0.021% | |
2/6/2024 | Spire Wealth Management | 1,315 | $56K | 0.0% | +219.2% | 0.010% | |
2/6/2024 | National Bank of Canada FI | 4,195 | $181K | 0.0% | -24.2% | 0.032% | |
2/2/2024 | Atria Wealth Solutions Inc. | 31,295 | $1.37M | 0.0% | +30.8% | 0.238% | |
2/1/2024 | CWM LLC | 71,472 | $3.13M | 0.0% | -64.0% | 0.544% | |
2/1/2024 | Lindbrook Capital LLC | 800 | $35K | 0.0% | N/A | 0.006% | |
1/31/2024 | Goodwin Investment Advisory | 2,531 | $111K | 0.1% | -28.5% | 0.019% | |
1/30/2024 | Wealth Alliance | 8,105 | $354K | 0.0% | N/A | 0.062% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 18,777 | $821K | 0.2% | +63.3% | 0.143% | |
1/26/2024 | Cerity Partners LLC | 34,737 | $1.52M | 0.0% | +423.9% | 0.265% | |
1/25/2024 | MA Private Wealth | 6,453 | $282K | 0.1% | N/A | 0.049% | |
1/23/2024 | Venturi Wealth Management LLC | 2,764 | $121K | 0.0% | +80.1% | 0.021% | |
1/19/2024 | Sharkey Howes & Javer | 16,192 | $708K | 0.1% | +28.5% | 0.123% | |
1/18/2024 | Austin Private Wealth LLC | 7,036 | $308K | 0.0% | +30.6% | 0.054% | |
1/16/2024 | Wealthsource Partners LLC | 13,544 | $592K | 0.0% | +46.0% | 0.103% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 1,203 | $53K | 0.0% | +14,937.5% | 0.009% | |
1/10/2024 | Dfpg Investments LLC | 7,747 | $333K | 0.0% | +11.4% | 0.059% | |
11/14/2023 | California State Teachers Retirement System | 5,806,601 | $233.83M | 0.4% | -24.4% | 44.224% | |
11/13/2023 | Regal Investment Advisors LLC | 4,983 | $201K | 0.0% | N/A | 0.038% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 1,086 | $44K | 0.0% | N/A | 0.008% | |
11/13/2023 | Envestnet Asset Management Inc. | 997,363 | $40.16M | 0.0% | N/A | 7.596% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 311,757 | $12.55M | 0.1% | N/A | 2.374% | |
11/13/2023 | Wealthsource Partners LLC | 9,278 | $374K | 0.0% | N/A | 0.071% | |
11/8/2023 | Aptus Capital Advisors LLC | 2,386 | $96K | 0.0% | N/A | 0.018% | |
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11/8/2023 | Janney Montgomery Scott LLC | 13,130 | $529K | 0.0% | N/A | 0.100% | |
11/8/2023 | Atria Wealth Solutions Inc. | 23,932 | $964K | 0.0% | N/A | 0.182% | |
11/8/2023 | Austin Private Wealth LLC | 5,386 | $217K | 0.0% | N/A | 0.041% | |
11/7/2023 | Goodwin Investment Advisory | 3,540 | $143K | 0.1% | N/A | 0.027% | |
11/2/2023 | Venturi Wealth Management LLC | 1,535 | $62K | 0.0% | N/A | 0.012% | |
10/31/2023 | Sharkey Howes & Javer | 12,596 | $507K | 0.1% | N/A | 0.096% | |
10/27/2023 | Assetmark Inc. | 15,138 | $610K | 0.0% | N/A | 0.115% | |
10/27/2023 | First Horizon Advisors Inc. | 2,774 | $112K | 0.0% | N/A | 0.021% | |
10/26/2023 | Park Avenue Securities LLC | 90,753 | $3.66M | 0.1% | N/A | 0.691% | |
10/24/2023 | Horst & Graben Wealth Management LLC | 11,496 | $463K | 0.1% | N/A | 0.088% | |