8/8/2025 | Rockefeller Capital Management L.P. | 20,955 | $1.30M | 0.0% | +6.4% | 0.010% | |
8/8/2025 | Westwood Holdings Group Inc. | 3,559 | $220K | 0.0% | -13.7% | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 13,163 | $813K | 0.0% | -5.5% | 0.006% | |
8/8/2025 | Creative Planning | 16,686 | $1.03M | 0.0% | -20.9% | 0.008% | |
8/8/2025 | Avalon Trust Co | 1,154 | $71K | 0.0% | N/A | 0.001% | |
8/8/2025 | ABC Arbitrage SA | 33,982 | $2.10M | 0.2% | -50.5% | 0.016% | |
8/8/2025 | PNC Financial Services Group Inc. | 8,807 | $544K | 0.0% | -17.7% | 0.004% | |
8/8/2025 | Ironwood Investment Counsel LLC | 6,303 | $389K | 0.1% | N/A | 0.003% | |
8/7/2025 | Allworth Financial LP | 433 | $27K | 0.0% | +293.6% | 0.000% | |
8/5/2025 | Prosperity Consulting Group LLC | 6,020 | $372K | 0.0% | N/A | 0.003% | |
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8/5/2025 | Bank of Montreal Can | 12,011 | $742K | 0.0% | -10.6% | 0.006% | |
8/4/2025 | Assetmark Inc. | 119,056 | $7.36M | 0.0% | +8.8% | 0.055% | |
8/4/2025 | Arkadios Wealth Advisors | 7,346 | $454K | 0.0% | N/A | 0.003% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 5,905 | $365K | 0.0% | N/A | 0.003% | |
8/1/2025 | Envestnet Asset Management Inc. | 80,772 | $4.99M | 0.0% | -19.7% | 0.038% | |
7/31/2025 | Wealthfront Advisers LLC | 16,597 | $1.03M | 0.0% | +41.6% | 0.008% | |
7/31/2025 | Interchange Capital Partners LLC | 34,142 | $2.11M | 0.5% | +1.1% | 0.016% | |
7/31/2025 | CVA Family Office LLC | 99,966 | $6.18M | 0.9% | -3.2% | 0.046% | |
7/31/2025 | 3EDGE Asset Management LP | 711,704 | $44.01M | 2.7% | +1,657.8% | 0.331% | |
7/30/2025 | Birch Hill Investment Advisors LLC | 147,541 | $9.12M | 0.4% | +41.7% | 0.069% | |
7/30/2025 | TFB Advisors LLC | 5,096 | $315K | 0.1% | -5.6% | 0.002% | |
7/30/2025 | Exencial Wealth Advisors LLC | 47,572 | $2.94M | 0.1% | -1.0% | 0.022% | |
7/30/2025 | Retirement Planning Group LLC | 11,121 | $687K | 0.0% | +1.5% | 0.005% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 204,506 | $12.63M | 0.5% | +0.6% | 0.095% | |
7/29/2025 | Private Trust Co. NA | 6,009 | $371K | 0.0% | +143.8% | 0.003% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 5,012 | $310K | 0.0% | N/A | 0.002% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 49,354 | $3.05M | 0.0% | -83.4% | 0.023% | |
7/25/2025 | CWM LLC | 23,313 | $1.44M | 0.0% | -60.1% | 0.011% | |
7/25/2025 | Richardson Financial Services Inc. | 1,317 | $81K | 0.1% | +20.3% | 0.001% | |
7/24/2025 | Acima Private Wealth LLC | 53,970 | $3.33M | 1.1% | -2.0% | 0.025% | |
7/24/2025 | Blue Trust Inc. | 1,016 | $63K | 0.0% | +1,236.8% | 0.000% | |
7/24/2025 | Etesian Wealth Advisors Inc. | 4,595 | $284K | 0.1% | -12.2% | 0.002% | |
7/24/2025 | Leo Wealth LLC | 8,106 | $501K | 0.0% | +30.1% | 0.004% | |
7/24/2025 | US Bancorp DE | 15,691 | $969K | 0.0% | +58.8% | 0.007% | |
7/23/2025 | Joel Isaacson & Co. LLC | 3,268 | $202K | 0.0% | N/A | 0.002% | |
7/21/2025 | Custos Family Office LLC | 5,307 | $328K | 0.1% | -12.4% | 0.002% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 616,799 | $38.11M | 0.1% | -5.3% | 0.286% | |
7/18/2025 | Trust Co. of Vermont | 442 | $27K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 8,872 | $548K | 0.0% | +22.2% | 0.004% | |
7/17/2025 | HB Wealth Management LLC | 7,341 | $454K | 0.0% | N/A | 0.003% | |
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7/16/2025 | Perigon Wealth Management LLC | 25,640 | $1.58M | 0.0% | +4.4% | 0.012% | |
7/15/2025 | BigSur Wealth Management LLC | 111,590 | $6.89M | 1.7% | +2.8% | 0.052% | |
7/15/2025 | Ballentine Partners LLC | 14,960 | $924K | 0.0% | -16.0% | 0.007% | |
7/15/2025 | Norden Group LLC | 3,951 | $244K | 0.0% | N/A | 0.002% | |
7/15/2025 | Fifth Third Bancorp | 630 | $39K | 0.0% | N/A | 0.000% | |
7/14/2025 | Clear Harbor Asset Management LLC | 67,363 | $4.16M | 0.3% | +3.4% | 0.031% | |
7/11/2025 | Farther Finance Advisors LLC | 5,304 | $328K | 0.0% | -12.9% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,354 | $514K | 0.0% | N/A | 0.004% | |
7/10/2025 | Focus Financial Network Inc. | 53,902 | $3.33M | 0.1% | +7.4% | 0.025% | |
6/27/2025 | Goldman Sachs Group Inc. | 128,814 | $7.23M | 0.0% | N/A | 0.060% | |
5/21/2025 | Westbourne Investments Inc. | 3,584 | $201K | 0.1% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 37,974 | $2.13M | 0.0% | +3.3% | 0.018% | |
5/19/2025 | Jane Street Group LLC | 1,145,113 | $64.28M | 0.0% | -63.1% | 0.539% | |
5/16/2025 | Goldman Sachs Group Inc. | 128,814 | $7.23M | 0.0% | N/A | 0.061% | |
5/16/2025 | Jones Financial Companies Lllp | 8,712 | $489K | 0.0% | N/A | 0.004% | |
5/16/2025 | Permanens Capital L.P. | 144,927 | $8.14M | 1.5% | +26.7% | 0.068% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 5,673,452 | $318.45M | 1.4% | +5,576.0% | 2.671% | |
5/16/2025 | Alliancebernstein L.P. | 815,851 | $45.79M | 0.0% | -11.5% | 0.384% | |
5/16/2025 | 1607 Capital Partners LLC | 699,390 | $39.26M | 3.2% | +1.1% | 0.329% | |
5/15/2025 | EP Wealth Advisors LLC | 2,489 | $140K | 0.0% | -37.5% | 0.001% | |
5/15/2025 | Royal Bank of Canada | 35,989 | $2.02M | 0.0% | -20.3% | 0.017% | |
5/14/2025 | Ieq Capital LLC | 8,666 | $486K | 0.0% | -23.0% | 0.004% | |
5/14/2025 | Jane Street Group LLC | 1,145,113 | $64.28M | 0.0% | -63.1% | 0.554% | |
5/14/2025 | Comerica Bank | 38,758 | $2.18M | 0.0% | +1.7% | 0.019% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,661 | $655K | 0.0% | +13.7% | 0.006% | |
5/14/2025 | Douglass Winthrop Advisors LLC | 12,719 | $714K | 0.0% | N/A | 0.006% | |
5/14/2025 | Flow Traders U.S. LLC | 244,640 | $13.73M | 0.6% | -60.4% | 0.118% | |
5/14/2025 | PGIM Custom Harvest LLC | 91,400 | $5.13M | 0.1% | -5.1% | 0.044% | |
5/14/2025 | TFB Advisors LLC | 5,399 | $303K | 0.1% | -7.2% | 0.003% | |
5/13/2025 | Cresset Asset Management LLC | 5,393 | $303K | 0.0% | -15.5% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 5,197 | $292K | 0.0% | +24.8% | 0.003% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 104,660 | $5.88M | 0.2% | -50.2% | 0.051% | |
5/13/2025 | HighTower Advisors LLC | 289,677 | $16.26M | 0.0% | -25.0% | 0.140% | |
5/12/2025 | AIA Group Ltd | 775,135 | $43.51M | 1.1% | +3.0% | 0.375% | |
5/12/2025 | Maia Wealth LLC | 4,826 | $264K | 0.1% | +10.1% | 0.002% | |
5/12/2025 | JPMorgan Chase & Co. | 133,819,521 | $7.51B | 0.5% | +2.7% | 64.710% | |
5/9/2025 | Exencial Wealth Advisors LLC | 48,034 | $2.70M | 0.1% | +10.7% | 0.023% | |
5/9/2025 | Acima Private Wealth LLC | 55,094 | $3.09M | 1.1% | +1.9% | 0.027% | |
5/9/2025 | ABC Arbitrage SA | 68,592 | $3.85M | 0.7% | +107.0% | 0.033% | |
5/9/2025 | Atria Wealth Solutions Inc. | 10,741 | $603K | 0.0% | -1.7% | 0.005% | |
5/9/2025 | Bank of Nova Scotia | 18,200 | $1.02M | 0.0% | -79.0% | 0.009% | |
5/8/2025 | US Bancorp DE | 9,878 | $554K | 0.0% | -4.7% | 0.005% | |
5/7/2025 | LPL Financial LLC | 375,005 | $21.05M | 0.0% | -23.5% | 0.181% | |
5/6/2025 | Assetmark Inc. | 109,403 | $6.14M | 0.0% | -8.3% | 0.053% | |
5/6/2025 | Cetera Investment Advisers | 13,936 | $782K | 0.0% | +8.5% | 0.007% | |
5/6/2025 | AE Wealth Management LLC | 880 | $49K | 0.0% | -60.7% | 0.000% | |
5/6/2025 | Abel Hall LLC | 3,769 | $212K | 0.1% | -14.6% | 0.002% | |
5/6/2025 | Mount Lucas Management LP | 62,898 | $3.53M | 1.1% | +192.4% | 0.030% | |
5/6/2025 | Madison Asset Management LLC | 42,928 | $2.41M | 0.0% | -28.7% | 0.021% | |
5/6/2025 | Choreo LLC | 52,419 | $2.94M | 0.0% | +2.5% | 0.025% | |
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5/5/2025 | Kestra Private Wealth Services LLC | 6,357 | $357K | 0.0% | -42.4% | 0.003% | |
5/2/2025 | Larson Financial Group LLC | 925 | $52K | 0.0% | -59.7% | 0.000% | |
5/2/2025 | Wealthfront Advisers LLC | 11,719 | $658K | 0.0% | +18.6% | 0.006% | |
5/2/2025 | Leo Wealth LLC | 6,231 | $350K | 0.1% | -34.1% | 0.003% | |
5/1/2025 | LRI Investments LLC | 1,258 | $71K | 0.0% | N/A | 0.001% | |
5/1/2025 | CWM LLC | 58,371 | $3.28M | 0.0% | +57.1% | 0.028% | |
5/1/2025 | 3EDGE Asset Management LP | 40,488 | $2.29M | 0.2% | N/A | 0.020% | |
5/1/2025 | Ballentine Partners LLC | 17,803 | $999K | 0.0% | N/A | 0.009% | |
5/1/2025 | Gateway Wealth Partners LLC | 16,251 | $912K | 0.2% | -21.7% | 0.008% | |
4/30/2025 | Cerity Partners LLC | 11,764 | $660K | 0.0% | +25.6% | 0.006% | |