7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 14,183 | $1.83M | 0.2% | +365.3% | 0.008% | |
7/7/2025 | RDA Financial Network | 23,436 | $3.01M | 0.8% | +0.8% | 0.014% | |
7/3/2025 | First Hawaiian Bank | 3,083 | $396K | 0.1% | +65.6% | 0.002% | |
6/18/2025 | Voya Investment Management LLC | 18,643 | $2.17M | 0.0% | -25.2% | 0.011% | |
6/4/2025 | First Hawaiian Bank | 1,862 | $217K | 0.0% | N/A | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 4,307 | $501K | 0.0% | +7.8% | 0.002% | |
5/20/2025 | Focus Partners Wealth | 212,826 | $24.77M | 0.1% | +4.7% | 0.123% | |
5/19/2025 | Client 1ST Advisory Group LLC | 4,717 | $549K | 0.2% | -2.1% | 0.003% | |
5/19/2025 | SCS Capital Management LLC | 26,092 | $3.04M | 0.0% | +324.0% | 0.015% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 39,594 | $4.68M | 0.0% | -19.7% | 0.023% | |
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5/16/2025 | McIlrath & Eck LLC | 298 | $35K | 0.0% | -27.0% | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 21,497 | $2.50M | 0.4% | +11.5% | 0.012% | |
5/16/2025 | Goldman Sachs Group Inc. | 771,405 | $89.78M | 0.0% | -18.2% | 0.446% | |
5/16/2025 | Kestra Investment Management LLC | 2,282 | $266K | 0.0% | N/A | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 4,707 | $548K | 0.0% | +101.0% | 0.003% | |
5/16/2025 | CKW Financial Group | 20,679 | $2.42M | 0.3% | +5.0% | 0.012% | |
5/16/2025 | Sepio Capital LP | 120,880 | $14.07M | 1.1% | -0.6% | 0.070% | |
5/16/2025 | Ruggaard & Associates LLC | 2,923 | $340K | 0.1% | +3.9% | 0.002% | |
5/16/2025 | NewEdge Advisors LLC | 10,952 | $1.28M | 0.0% | +16.9% | 0.006% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,966 | $345K | 0.0% | -3.1% | 0.002% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 14,660 | $1.71M | 0.0% | -1.0% | 0.008% | |
5/16/2025 | Eight 31 Financial LLC | 5,457 | $635K | 0.4% | +9.2% | 0.003% | |
5/16/2025 | Centerstone Investors LLC | 59,300 | $6.90M | 16.4% | N/A | 0.034% | |
5/16/2025 | Clark Capital Management Group Inc. | 3,414 | $397K | 0.0% | N/A | 0.002% | |
5/16/2025 | Brandywine Managers LLC | 293,679 | $34.18M | 41.0% | -15.0% | 0.170% | |
5/16/2025 | Brandywine Trust Co. | 61,715 | $7.18M | 1.1% | +533.2% | 0.036% | |
5/16/2025 | Alliancebernstein L.P. | 434,665 | $50.59M | 0.0% | -15.5% | 0.251% | |
5/16/2025 | AlTi Global Inc. | 81,337 | $9.47M | 0.2% | -1.3% | 0.047% | |
5/16/2025 | Angeles Investment Advisors LLC | 14,815 | $1.72M | 0.1% | -2.4% | 0.009% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 1,189,640 | $138.46M | 0.7% | -15.3% | 0.688% | |
5/15/2025 | EP Wealth Advisors LLC | 37,442 | $4.36M | 0.0% | +22.0% | 0.022% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,139 | $365K | 0.0% | -20.8% | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 3,072 | $358K | 0.0% | -3.4% | 0.002% | |
5/15/2025 | Royal Bank of Canada | 474,271 | $55.20M | 0.0% | -25.3% | 0.274% | |
5/15/2025 | MAI Capital Management | 17,455 | $2.03M | 0.0% | -4.3% | 0.010% | |
5/15/2025 | Ewing Morris & Co. Investment Partners Ltd. | 8,000 | $931K | 0.4% | -5.9% | 0.005% | |
5/15/2025 | Baird Financial Group Inc. | 22,027 | $2.56M | 0.0% | -31.7% | 0.013% | |
5/15/2025 | Activest Wealth Management | 11,765 | $1.37M | 0.4% | +5.7% | 0.007% | |
5/15/2025 | Vident Advisory LLC | 6,729 | $783K | 0.0% | -1.6% | 0.004% | |
5/15/2025 | TD Capital Management LLC | 62,807 | $7.31M | 0.7% | -0.4% | 0.036% | |
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5/15/2025 | BNP Paribas Financial Markets | 2,378,022 | $276.78M | 0.2% | -2.4% | 1.375% | |
5/14/2025 | Ieq Capital LLC | 500,305 | $58.23M | 0.5% | +303.4% | 0.289% | |
5/14/2025 | Causeway Capital Management LLC | 11,604 | $1.35M | 0.0% | -49.7% | 0.007% | |
5/14/2025 | Comerica Bank | 82,437 | $9.60M | 0.0% | -7.8% | 0.048% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 1,765 | $205K | 0.1% | N/A | 0.001% | |
5/14/2025 | Synovus Financial Corp | 4,516 | $526K | 0.0% | -83.4% | 0.003% | |
5/14/2025 | ICONIQ Capital LLC | 1,444,664 | $168.14M | 3.1% | -7.6% | 0.835% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 152,229 | $17.72M | 0.0% | +25.5% | 0.088% | |
5/14/2025 | Jasper Ridge Partners L.P. | 236,047 | $27.47M | 0.9% | +8.3% | 0.136% | |
5/14/2025 | Verger Capital Management LLC | 291,080 | $33.88M | 14.9% | +19.9% | 0.168% | |
5/14/2025 | Wescott Financial Advisory Group LLC | 40,695 | $4.74M | 0.5% | +5.8% | 0.024% | |
5/14/2025 | CW Advisors LLC | 37,659 | $4.38M | 0.1% | -0.3% | 0.022% | |
5/14/2025 | Summit Financial LLC | 16,536 | $1.93M | 0.1% | +51.3% | 0.010% | |
5/14/2025 | Partners Capital Investment Group LLP | 256,859 | $29.90M | 0.5% | +176.1% | 0.148% | |
5/14/2025 | GM Advisory Group LLC | 3,934 | $458K | 0.0% | +12.6% | 0.002% | |
5/14/2025 | GDS Wealth Management | 5,085 | $592K | 0.1% | -4.8% | 0.003% | |
5/14/2025 | Erste Asset Management GmbH | 242,955 | $28.28M | 0.4% | +4,758.1% | 0.140% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 641,303 | $74.74M | 0.8% | +37.3% | 0.371% | |
5/14/2025 | Hsbc Holdings PLC | 561,341 | $65.33M | 0.0% | +17.3% | 0.324% | |
5/14/2025 | Lee Financial Co | 41,068 | $4.78M | 0.7% | +1.4% | 0.024% | |
5/14/2025 | RWA Wealth Partners LLC | 14,410 | $1.68M | 0.0% | -8.1% | 0.008% | |
5/14/2025 | Wellington Management Group LLP | 69,202 | $8.05M | 0.0% | +79.6% | 0.040% | |
5/13/2025 | Mill Creek Capital Advisors LLC | 329,729 | $38.38M | 0.9% | -1.2% | 0.191% | |
5/13/2025 | Freestone Capital Holdings LLC | 34,719 | $4.04M | 0.2% | -4.2% | 0.020% | |
5/13/2025 | Cambiar Investors LLC | 10,347 | $1.20M | 0.1% | -39.7% | 0.006% | |
5/13/2025 | Raymond James Financial Inc. | 263,190 | $30.63M | 0.0% | -3.5% | 0.152% | |
5/13/2025 | Cresset Asset Management LLC | 173,899 | $20.24M | 0.1% | -6.3% | 0.101% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 81,403 | $9.48M | 0.0% | +194.0% | 0.047% | |
5/13/2025 | GQG Partners LLC | 8,887 | $1.03M | 0.0% | -42.6% | 0.005% | |
5/13/2025 | Prudential PLC | 766,531 | $89.22M | 0.5% | -1.5% | 0.443% | |
5/13/2025 | Rathbones Group PLC | 13,766 | $1.60M | 0.0% | +14.4% | 0.008% | |
5/13/2025 | Callan Family Office LLC | 19,770 | $2.30M | 0.2% | -20.5% | 0.011% | |
5/13/2025 | Annandale Capital LLC | 5,210 | $606K | 0.0% | +2.7% | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 473,418 | $55.10M | 0.1% | -5.1% | 0.274% | |
5/13/2025 | Peak Financial Management Inc. | 45,996 | $5.35M | 1.6% | +1.1% | 0.027% | |
5/12/2025 | Polen Capital Management LLC | 384,795 | $44.79M | 0.1% | +21.1% | 0.222% | |
5/12/2025 | Atlas Capital Advisors Inc. | 12,240 | $1.43M | 0.2% | +5.2% | 0.007% | |
5/12/2025 | Pandora Wealth Inc. | 632 | $74K | 0.0% | N/A | 0.000% | |
5/12/2025 | JFG Wealth Management LLC | 3,653 | $425K | 0.1% | -72.2% | 0.002% | |
5/12/2025 | FSA Wealth Partners Inc. | 79,665 | $9.27M | 3.5% | +2.9% | 0.046% | |
5/12/2025 | National Bank of Canada FI | 759,507 | $88.40M | 0.1% | +79.5% | 0.439% | |
5/12/2025 | Citigroup Inc. | 158,859 | $18.49M | 0.0% | -60.4% | 0.092% | |
5/12/2025 | Y.D. More Investments Ltd | 6,090 | $708K | 0.1% | +47.1% | 0.004% | |
5/9/2025 | Headlands Technologies LLC | 12,406 | $1.44M | 0.2% | -57.5% | 0.007% | |
5/9/2025 | Battery Global Advisors LLC | 2,116 | $246K | 0.1% | -16.1% | 0.001% | |
5/9/2025 | Citizens Financial Group Inc. RI | 9,331 | $1.09M | 0.0% | -10.4% | 0.005% | |
5/9/2025 | Hemington Wealth Management | 2,730 | $317K | 0.0% | -25.5% | 0.002% | |
5/9/2025 | Costello Asset Management INC | 419 | $49K | 0.0% | N/A | 0.000% | |
5/9/2025 | Plan Group Financial LLC | 110,768 | $12.89M | 4.6% | +40.5% | 0.064% | |
5/9/2025 | Allianz SE | 532,710 | $62.00M | 1.7% | -0.5% | 0.308% | |
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5/9/2025 | Blair William & Co. IL | 7,074 | $823K | 0.0% | -22.6% | 0.004% | |
5/9/2025 | Scotia Capital Inc. | 15,687 | $1.83M | 0.0% | -49.4% | 0.009% | |
5/9/2025 | Bank of Nova Scotia | 833,168 | $96.97M | 0.2% | +106.0% | 0.482% | |
5/9/2025 | Banco Santander S.A. | 237,074 | $27.59M | 0.3% | +18.6% | 0.137% | |
5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 1,867,714 | $217.39M | 6.0% | -22.1% | 1.080% | |
5/9/2025 | Privium Fund Management UK Ltd | 183,080 | $21.49M | 16.6% | +1.0% | 0.106% | |
5/9/2025 | PNC Financial Services Group Inc. | 1,261,399 | $146.81M | 0.1% | -8.9% | 0.729% | |
5/8/2025 | TIAA Trust National Association | 2,609 | $304K | 0.0% | -10.5% | 0.002% | |
5/8/2025 | Strategic Family Wealth Counselors L.L.C. | 14,274 | $1.66M | 0.5% | +0.9% | 0.008% | |
5/8/2025 | Commerce Bank | 7,366 | $857K | 0.0% | -1.2% | 0.004% | |