4/30/2025 | Leavell Investment Management Inc. | 8,682 | $447K | 0.0% | -11.9% | 0.005% | |
4/30/2025 | Banque Pictet & Cie SA | 80,878 | $4.16M | 0.0% | -32.1% | 0.048% | |
4/30/2025 | M&T Bank Corp | 327,525 | $16.86M | 0.1% | -17.0% | 0.193% | |
4/30/2025 | Stratos Wealth Advisors LLC | 148,778 | $7.66M | 0.4% | +6.9% | 0.088% | |
4/30/2025 | Investment Partners LTD. | 5,765 | $297K | 0.1% | -16.3% | 0.003% | |
4/30/2025 | Ninety One UK Ltd | 584,611 | $30.10M | 0.1% | -2.7% | 0.345% | |
4/30/2025 | Ninety One North America Inc. | 581,663 | $29.94M | 2.0% | -10.2% | 0.343% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 53,997 | $2.78M | 0.3% | -16.2% | 0.032% | |
4/29/2025 | Fairway Wealth LLC | 5,842 | $301K | 0.1% | +7.4% | 0.003% | |
4/29/2025 | Richard Bernstein Advisors LLC | 775,729 | $39.94M | 1.0% | -25.7% | 0.458% | |
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4/29/2025 | Financial Counselors Inc. | 7,368 | $379K | 0.0% | N/A | 0.004% | |
4/29/2025 | BOCHK Asset Management Ltd | 4,500 | $232K | 0.1% | +400.0% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 110,114 | $5.67M | 0.0% | -9.0% | 0.065% | |
4/29/2025 | Ifrah Financial Services Inc. | 5,772 | $297K | 0.1% | -42.7% | 0.003% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 39,000 | $2.01M | 0.1% | +95.0% | 0.023% | |
4/29/2025 | Rice Partnership LLC | 508,621 | $26.18M | 5.4% | -0.6% | 0.300% | |
4/29/2025 | Bank of New York Mellon Corp | 8,549,515 | $440.13M | 0.1% | +3.5% | 5.044% | |
4/29/2025 | Strategic Blueprint LLC | 4,683 | $241K | 0.0% | N/A | 0.003% | |
4/29/2025 | MBA Advisors LLC | 6,782 | $349K | 0.2% | +10.9% | 0.004% | |
4/29/2025 | Checchi Capital Advisers LLC | 124,407 | $6.40M | 0.3% | +22.0% | 0.073% | |
4/28/2025 | D.A. Davidson & CO. | 83,687 | $4.31M | 0.0% | -2.4% | 0.049% | |
4/28/2025 | Principal Financial Group Inc. | 389,675 | $20.06M | 0.0% | +2.5% | 0.230% | |
4/28/2025 | Teacher Retirement System of Texas | 5,691,576 | $293.00M | 1.2% | N/A | 3.358% | |
4/28/2025 | Coastline Trust Co | 35,248 | $1.82M | 0.2% | -4.7% | 0.021% | |
4/28/2025 | Arbor Trust Wealth Advisors LLC | 83,307 | $4.29M | 2.0% | +6.7% | 0.049% | |
4/28/2025 | Pictet North America Advisors SA | 57,666 | $2.97M | 0.3% | -3.6% | 0.034% | |
4/28/2025 | Summit Trail Advisors LLC | 20,449 | $1.05M | 0.0% | -34.2% | 0.012% | |
4/28/2025 | Vontobel Holding Ltd. | 113,269 | $5.83M | 0.0% | -38.4% | 0.067% | |
4/25/2025 | Mather Group LLC. | 2,699 | $139K | 0.0% | -17.3% | 0.002% | |
4/25/2025 | Lodestar Private Asset Management LLC | 5,327 | $274K | 0.0% | -8.6% | 0.003% | |
4/25/2025 | Spinnaker Trust | 168,852 | $8.69M | 0.6% | -28.2% | 0.100% | |
4/25/2025 | Westside Investment Management Inc. | 1,195 | $61K | 0.0% | +198.8% | 0.001% | |
4/25/2025 | Tradewinds Capital Management LLC | 11,868 | $611K | 0.2% | -14.2% | 0.007% | |
4/25/2025 | Custos Family Office LLC | 108,475 | $5.58M | 2.0% | +2.8% | 0.064% | |
4/25/2025 | New Wave Wealth Advisors LLC | 109,465 | $5.64M | 2.5% | +29.0% | 0.065% | |
4/25/2025 | Citizens National Bank Trust Department | 5,840 | $301K | 0.1% | +145.9% | 0.003% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 108,807 | $5.60M | 0.2% | -23.9% | 0.064% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 148,722 | $7.66M | 0.0% | +5.9% | 0.088% | |
4/24/2025 | Laurel Wealth Planning LLC | 4,215 | $217K | 0.1% | N/A | 0.002% | |
4/24/2025 | CWC Advisors LLC. | 15,160 | $780K | 0.4% | +136.8% | 0.009% | |
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4/24/2025 | Allspring Global Investments Holdings LLC | 336,765 | $17.34M | 0.0% | -40.1% | 0.199% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 280,026 | $14.42M | 0.0% | -6.7% | 0.165% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 4,804 | $247K | 0.0% | N/A | 0.003% | |
4/24/2025 | Canal Insurance CO | 20,000 | $1.03M | 0.2% | N/A | 0.012% | |
4/24/2025 | Etesian Wealth Advisors Inc. | 4,362 | $225K | 0.1% | -30.0% | 0.003% | |
4/24/2025 | Beacon Financial Advisory LLC | 10,948 | $564K | 0.2% | +9.8% | 0.006% | |
4/23/2025 | Golden State Wealth Management LLC | 2,200 | $113K | 0.0% | +100.0% | 0.001% | |
4/23/2025 | Financial Enhancement Group LLC | 53,248 | $2.85M | 0.4% | +211.5% | 0.031% | |
4/23/2025 | Symphony Financial Ltd. Co. | 10,456 | $551K | 0.3% | +23.3% | 0.006% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 4,032 | $208K | 0.0% | -10.8% | 0.002% | |
4/23/2025 | Oppenheimer & Co. Inc. | 34,791 | $1.79M | 0.0% | -30.2% | 0.021% | |
4/23/2025 | Continuum Advisory LLC | 702 | $36K | 0.0% | -98.5% | 0.000% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 69,141 | $3.56M | 0.0% | -53.5% | 0.041% | |
4/22/2025 | Atticus Wealth Management LLC | 17,210 | $886K | 0.3% | +435.1% | 0.010% | |
4/22/2025 | Consolidated Investment Group LLC | 33,045 | $1.70M | 0.3% | +50.2% | 0.019% | |
4/22/2025 | Savior LLC | 10,676 | $550K | 3.3% | -6.2% | 0.006% | |
4/22/2025 | GAM Holding AG | 32,910 | $1.69M | 0.1% | +58.4% | 0.019% | |
4/22/2025 | Arrow Investment Advisors LLC | 10,415 | $536K | 0.6% | -24.1% | 0.006% | |
4/21/2025 | Avior Wealth Management LLC | 15,109 | $778K | 0.0% | -17.6% | 0.009% | |
4/21/2025 | Roberts Wealth Advisors LLC | 55,712 | $2.87M | 0.9% | N/A | 0.033% | |
4/21/2025 | Blue Trust Inc. | 14,039 | $723K | 0.0% | +12.0% | 0.008% | |
4/21/2025 | GFS Advisors LLC | 6,574 | $338K | 0.1% | -29.2% | 0.004% | |
4/21/2025 | ORG Wealth Partners LLC | 2,442 | $125K | 0.0% | -19.4% | 0.001% | |
4/21/2025 | Heartwood Wealth Advisors LLC | 9,590 | $494K | 0.1% | -7.8% | 0.006% | |
4/21/2025 | Luken Investment Analytics LLC | 3,504 | $180K | 0.1% | N/A | 0.002% | |
4/18/2025 | Cornerstone Wealth Management LLC | 19,391 | $998K | 0.1% | +10.5% | 0.011% | |
4/18/2025 | Insigneo Advisory Services LLC | 6,242 | $321K | 0.0% | -15.1% | 0.004% | |
4/17/2025 | Copia Wealth Management | 19,779 | $1.02M | 0.9% | -11.9% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 18,558 | $955K | 0.0% | -20.8% | 0.011% | |
4/17/2025 | Solstein Capital LLC | 20,007 | $1.03M | 0.6% | -13.3% | 0.012% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 6,254 | $322K | 0.0% | -51.7% | 0.004% | |
4/17/2025 | North Star Investment Management Corp. | 4,941 | $254K | 0.0% | -19.7% | 0.003% | |
4/17/2025 | American Institute for Advanced Investment Management LLP | 3,970 | $204K | 0.1% | -80.2% | 0.002% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 131,735 | $6.78M | 0.0% | +175.5% | 0.077% | |
4/16/2025 | Jackson Square Capital LLC | 6,112 | $315K | 0.1% | N/A | 0.004% | |
4/16/2025 | Salem Investment Counselors Inc. | 480 | $25K | 0.0% | +166.7% | 0.000% | |
4/16/2025 | Stanley Laman Group Ltd. | 30,000 | $1.54M | 0.2% | N/A | 0.017% | |
4/16/2025 | Randolph Co Inc | 169,667 | $8.73M | 1.0% | -1.1% | 0.099% | |
4/16/2025 | Bensler LLC | 17,023 | $876K | 0.1% | -52.3% | 0.010% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 2,000 | $103K | 0.0% | N/A | 0.001% | |
4/16/2025 | Union Bancaire Privee UBP SA | 64,712 | $3.29M | 0.1% | -4.7% | 0.038% | |
4/15/2025 | Sterling Investment Management LLC | 23,739 | $1.22M | 0.9% | -2.8% | 0.014% | |
4/15/2025 | Catalyst Capital Advisors LLC | 2,484,481 | $127.90M | 2.6% | +11.6% | 1.466% | |
4/15/2025 | Integrated Advisors Network LLC | 4,465 | $230K | 0.0% | -35.5% | 0.003% | |
4/15/2025 | Oak Family Advisors LLC | 90,708 | $4.67M | 1.6% | -10.6% | 0.053% | |
4/15/2025 | SG Americas Securities LLC | 50,430 | $2.60M | 0.0% | N/A | 0.029% | |
4/15/2025 | Ameliora Wealth Management Ltd. | 92,249 | $4.75M | 1.8% | -8.1% | 0.054% | |
4/15/2025 | Fiduciary Financial Group LLC | 24,156 | $1.22M | 0.3% | -1.9% | 0.014% | |
4/14/2025 | Yousif Capital Management LLC | 727,125 | $37.43M | 0.4% | +4.3% | 0.423% | |
4/14/2025 | Farther Finance Advisors LLC | 1,136 | $58K | 0.0% | -27.5% | 0.001% | |
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4/14/2025 | NewSquare Capital LLC | 109,644 | $5.50M | 0.4% | +9.4% | 0.064% | |
4/14/2025 | Miracle Mile Advisors LLC | 73,184 | $3.77M | 0.1% | +7.4% | 0.043% | |
4/14/2025 | Patriot Financial Group Insurance Agency LLC | 48,918 | $2.52M | 0.3% | N/A | 0.028% | |
4/11/2025 | Lake Hills Wealth Management LLC | 107,259 | $5.52M | 3.8% | N/A | 0.062% | |
4/11/2025 | Prospect Financial Services LLC | 22,185 | $1.14M | 0.6% | -7.9% | 0.013% | |
4/10/2025 | Chesley Taft & Associates LLC | 34,007 | $1.75M | 0.1% | -15.9% | 0.020% | |
4/10/2025 | Boltwood Capital Management | 18,875 | $972K | 0.3% | +28.6% | 0.011% | |
4/10/2025 | Lake Street Private Wealth LLC | 102,957 | $5.30M | 0.9% | +10.0% | 0.060% | |
4/10/2025 | Lmcg Investments LLC | 40,307 | $2.08M | 0.1% | +11.3% | 0.023% | |
4/10/2025 | Portside Wealth Group LLC | 24,333 | $1.28M | 0.2% | -32.1% | 0.014% | |