4/26/2024 | Sage Advisory Services Ltd.Co. | 206,784 | $12.11M | 3.3% | -10.8% | 0.101% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 102,792 | $6.02M | 0.0% | +216.8% | 0.050% | |
4/24/2024 | H&H Retirement Design & Management INC | 5,458 | $301K | 0.2% | -30.2% | 0.003% | |
4/23/2024 | Bfsg LLC | 932 | $55K | 0.0% | +2,812.5% | 0.000% | |
4/23/2024 | Venturi Wealth Management LLC | 1,678 | $98K | 0.0% | -27.2% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 1,375 | $81K | 0.0% | -72.0% | 0.001% | |
|
4/23/2024 | Strategic Blueprint LLC | 7,826 | $458K | 0.0% | N/A | 0.004% | |
4/23/2024 | Sapient Capital LLC | 12,748 | $746K | 0.0% | -26.9% | 0.006% | |
4/19/2024 | Norden Group LLC | 5,280,421 | $309.17M | 3.4% | N/A | 2.583% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,234,144 | $72.26M | 0.1% | N/A | 0.604% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 14,052 | $823K | 0.0% | N/A | 0.008% | |
4/15/2024 | Ehrlich Financial Group | 5,524 | $323K | 0.3% | -30.6% | 0.003% | |
4/15/2024 | Cooksen Wealth LLC | 5,398 | $316K | 0.3% | -12.0% | 0.003% | |
4/12/2024 | Peak Financial Advisors LLC | 107,917 | $6.32M | 3.8% | +1.0% | 0.063% | |
4/11/2024 | Fortitude Family Office LLC | 590 | $35K | 0.0% | N/A | 0.000% | |
4/10/2024 | CVA Family Office LLC | 30,483 | $1.79M | 0.3% | +53.9% | 0.018% | |
4/10/2024 | Park Avenue Securities LLC | 3,765 | $220K | 0.0% | -10.4% | 0.002% | |
4/9/2024 | Mather Group LLC. | 478 | $28K | 0.0% | N/A | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
3/22/2024 | Cooksen Wealth LLC | 6,131 | $322K | 0.4% | N/A | 0.004% | |
3/14/2024 | Leo Wealth LLC | 119,943 | $6.47M | 0.7% | N/A | 0.070% | |
3/5/2024 | Wellington Management Group LLP | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
2/28/2024 | Abel Hall LLC | 5,425 | $285K | 0.2% | N/A | 0.003% | |
2/26/2024 | Syon Capital LLC | 7,279 | $382K | 0.0% | N/A | 0.004% | |
2/14/2024 | Jacobi Capital Management LLC | 165,921 | $8.71M | 0.9% | +2.9% | 0.097% | |
2/14/2024 | Icon Wealth Advisors LLC | 12,070 | $634K | 0.1% | N/A | 0.007% | |
2/14/2024 | Sentinel Trust Co. LBA | 317,400 | $16.67M | 2.2% | +34.4% | 0.186% | |
2/13/2024 | Karpus Management Inc. | 215,871 | $11.34M | 0.3% | -1.6% | 0.126% | |
2/13/2024 | CIBC Private Wealth Group LLC | 13,510 | $710K | 0.0% | N/A | 0.008% | |
2/13/2024 | 1607 Capital Partners LLC | 320,000 | $16.81M | 1.2% | N/A | 0.187% | |
2/12/2024 | Madison Asset Management LLC | 102,926 | $5.41M | 0.1% | +1.7% | 0.060% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,204 | $63K | 0.0% | N/A | 0.001% | |
2/12/2024 | Bank of Nova Scotia | 955,300 | $50.17M | 0.1% | N/A | 0.560% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 30,864 | $1.62M | 0.1% | +10.2% | 0.018% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 2,304,930 | $121.06M | 9.9% | +256.9% | 1.350% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,450 | $1.70M | 0.0% | +5.7% | 0.019% | |
2/9/2024 | Corient Private Wealth LLC | 45,971 | $2.41M | 0.0% | -12.6% | 0.027% | |
2/9/2024 | UBS Group AG | 114,635 | $6.02M | 0.0% | +22.6% | 0.067% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,884 | $624K | 0.0% | -1.7% | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 3,982 | $209K | 0.0% | N/A | 0.002% | |
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2/8/2024 | Horizon Family Wealth Inc. | 6,743 | $354K | 0.3% | +24.0% | 0.004% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 67,047 | $3.52M | 0.0% | +2.3% | 0.039% | |
2/7/2024 | Summit Place Financial Advisors LLC | 29,845 | $1.57M | 1.0% | +3.8% | 0.017% | |
2/7/2024 | Mount Lucas Management LP | 63,406 | $3.33M | 1.0% | -1.6% | 0.037% | |
2/7/2024 | Principal Securities Inc. | 334,243 | $17.55M | 0.7% | N/A | 0.196% | |
2/7/2024 | Wealthspire Advisors LLC | 11,916 | $626K | 0.0% | N/A | 0.007% | |
2/6/2024 | Cullen Frost Bankers Inc. | 682 | $36K | 0.0% | N/A | 0.000% | |
2/6/2024 | Private Advisor Group LLC | 17,764 | $933K | 0.0% | +3.1% | 0.010% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 153,136 | $8.04M | 0.4% | +21.5% | 0.090% | |
2/6/2024 | Sapient Capital LLC | 17,450 | $916K | 0.0% | N/A | 0.010% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 183,763 | $9.65M | 2.5% | +0.9% | 0.108% | |
2/6/2024 | First Horizon Advisors Inc. | 470 | $25K | 0.0% | +446.5% | 0.000% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 12,738 | $669K | 0.0% | +61.7% | 0.007% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 6,747 | $354K | 0.1% | -50.1% | 0.004% | |
2/5/2024 | Brighton Jones LLC | 12,910 | $678K | 0.0% | N/A | 0.008% | |
2/5/2024 | Transcend Capital Advisors LLC | 31,459 | $1.65M | 0.1% | -9.9% | 0.018% | |
2/2/2024 | Truist Financial Corp | 10,607 | $557K | 0.0% | -19.3% | 0.006% | |
2/2/2024 | Spinnaker Trust | 127,234 | $6.68M | 0.5% | N/A | 0.075% | |
2/2/2024 | Syon Capital LLC | 7,356 | $386K | 0.0% | N/A | 0.004% | |
2/2/2024 | Atria Wealth Solutions Inc. | 14,896 | $782K | 0.0% | -1.5% | 0.009% | |
2/1/2024 | New York State Common Retirement Fund | 137,718 | $7.23M | 0.0% | -9.5% | 0.081% | |
2/1/2024 | Sage Advisory Services Ltd.Co. | 231,849 | $12.18M | 3.3% | +0.2% | 0.136% | |
2/1/2024 | CWM LLC | 119,908 | $6.30M | 0.0% | -14.6% | 0.070% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,680 | $88K | 0.1% | N/A | 0.001% | |
1/31/2024 | AIA Group Ltd | 691,695 | $36.33M | 1.5% | +2.4% | 0.405% | |
1/30/2024 | SVB Wealth LLC | 8,602 | $452K | 0.0% | -17.5% | 0.005% | |
1/29/2024 | Sapient Capital LLC | 17,450 | $916K | 0.0% | N/A | 0.010% | |
1/26/2024 | Cerity Partners LLC | 4,882 | $257K | 0.0% | N/A | 0.003% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 5,012 | $263K | 0.1% | N/A | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 171,268 | $9.00M | 0.0% | N/A | 0.100% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 5,821 | $306K | 0.1% | N/A | 0.003% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 1,174,380 | $61.68M | 0.1% | +1.8% | 0.688% | |
1/24/2024 | International Assets Investment Management LLC | 171,268 | $9.00M | 0.0% | N/A | 0.100% | |
1/24/2024 | Private Trust Co. NA | 4,643 | $244K | 0.0% | +5.4% | 0.003% | |
1/23/2024 | Levy Wealth Management Group LLC | 10,216 | $537K | 0.2% | +112.0% | 0.006% | |
1/23/2024 | Webster Bank N. A. | 849 | $45K | 0.0% | N/A | 0.000% | |
1/22/2024 | Bensler LLC | 305,358 | $16.04M | 2.7% | +7.6% | 0.179% | |
1/19/2024 | Fifth Third Bancorp | 4,902 | $257K | 0.0% | -5.3% | 0.003% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 5,130 | $269K | 0.1% | -6.3% | 0.003% | |
1/18/2024 | Global Retirement Partners LLC | 1,017 | $55K | 0.0% | +59.4% | 0.001% | |
1/18/2024 | Blue Trust Inc. | 747 | $37K | 0.0% | -34.8% | 0.000% | |
1/18/2024 | Clear Harbor Asset Management LLC | 46,926 | $2.47M | 0.2% | +2.2% | 0.027% | |
1/18/2024 | Good Life Advisors LLC | 33,233 | $1.75M | 0.2% | -2.3% | 0.019% | |
1/16/2024 | 3EDGE Asset Management LP | 23,408 | $1.23M | 0.1% | -30.5% | 0.014% | |
1/16/2024 | HBW Advisory Services LLC | 6,555 | $344K | 0.1% | +29.1% | 0.004% | |
1/16/2024 | Custos Family Office LLC | 8,518 | $447K | 0.2% | -2.8% | 0.005% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,376 | $230K | 0.0% | -26.3% | 0.003% | |
1/16/2024 | CVA Family Office LLC | 19,806 | $1.04M | 0.2% | +1.9% | 0.012% | |
1/16/2024 | Raymond James & Associates | 12,701 | $667K | 0.0% | -3.5% | 0.007% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 4,381 | $236K | 0.1% | N/A | 0.003% | |
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1/10/2024 | Peak Financial Advisors LLC | 106,800 | $5.61M | 3.7% | +0.2% | 0.063% | |
1/9/2024 | Interchange Capital Partners LLC | 43,202 | $2.28M | 1.7% | -5.7% | 0.025% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 729 | $38K | 0.0% | -72.0% | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 152,218 | $7.65M | 0.0% | -2.1% | 0.089% | |
11/21/2023 | Comerica Bank | 221,900 | $11.15M | 0.1% | N/A | 0.130% | |
11/16/2023 | Orion Capital Management LLC | 698 | $35K | 0.0% | N/A | 0.000% | |
11/16/2023 | Harbour Investments Inc. | 5,510 | $277K | 0.0% | +11.6% | 0.003% | |
11/16/2023 | Horizon Family Wealth Inc. | 5,439 | $273K | 0.1% | +6.7% | 0.003% | |
11/15/2023 | Baker Avenue Asset Management LP | 1,185 | $60K | 0.0% | +1,246.6% | 0.001% | |
11/15/2023 | Royal Bank of Canada | 891,177 | $44.77M | 0.0% | +48.1% | 0.522% | |