7/10/2025 | Baker Tilly Wealth Management LLC | 10,039 | $418K | 0.1% | +5.7% | 0.008% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 19,999 | $863K | 0.0% | +15.5% | 0.017% | |
7/9/2025 | Harbor Capital Advisors Inc. | 49,266 | $2.05M | 0.1% | +0.7% | 0.041% | |
7/8/2025 | Parallel Advisors LLC | 1,352 | $56K | 0.0% | +79.3% | 0.001% | |
7/7/2025 | Douglas Lane & Associates LLC | 5,450 | $227K | 0.0% | N/A | 0.005% | |
6/18/2025 | Voya Investment Management LLC | 32,320 | $1.17M | 0.0% | -10.6% | 0.027% | |
5/29/2025 | Rhumbline Advisers | 205,055 | $7.42M | 0.0% | -4.5% | 0.172% | |
5/28/2025 | Strs Ohio | 34,600 | $1.25M | 0.0% | N/A | 0.029% | |
5/28/2025 | Turn8 Private Wealth Inc. | 69,489 | $2.51M | 2.0% | +45.0% | 0.058% | |
5/21/2025 | Geneos Wealth Management Inc. | 710 | $26K | 0.0% | +338.3% | 0.001% | |
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5/20/2025 | Intech Investment Management LLC | 65,225 | $2.36M | 0.0% | +42.5% | 0.055% | |
5/20/2025 | Focus Partners Wealth | 463,739 | $16.78M | 0.0% | -3.0% | 0.390% | |
5/19/2025 | SCS Capital Management LLC | 265,754 | $9.62M | 0.1% | N/A | 0.223% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 119,886 | $4.34M | 0.0% | -4.4% | 0.101% | |
5/16/2025 | Empowered Funds LLC | 59,875 | $2.17M | 0.0% | +30.6% | 0.050% | |
5/16/2025 | Guardian Partners Inc. | 6,815 | $239K | 0.0% | +11.7% | 0.006% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,043,808 | $37.78M | 0.0% | +1.8% | 0.877% | |
5/16/2025 | Jones Financial Companies Lllp | 9,431 | $341K | 0.0% | +752.7% | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 10,250 | $371K | 0.0% | +285.9% | 0.009% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 71,451 | $2.59M | 0.0% | +4.6% | 0.060% | |
5/16/2025 | Integrated Wealth Concepts LLC | 32,387 | $1.17M | 0.0% | -17.4% | 0.027% | |
5/16/2025 | AQR Capital Management LLC | 7,106 | $257K | 0.0% | N/A | 0.006% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 452,082 | $16.04M | 0.1% | -35.7% | 0.380% | |
5/15/2025 | First Manhattan CO. LLC. | 60,158 | $2.17M | 0.0% | -8.9% | 0.051% | |
5/15/2025 | Royal Bank of Canada | 3,424,229 | $123.92M | 0.0% | -0.2% | 2.877% | |
5/15/2025 | Graham Capital Management L.P. | 82,478 | $2.99M | 0.1% | +34.7% | 0.069% | |
5/15/2025 | MAI Capital Management | 1,133 | $41K | 0.0% | +273.9% | 0.001% | |
5/14/2025 | Truvestments Capital LLC | 109,491 | $3.96M | 0.9% | +42.5% | 0.092% | |
5/14/2025 | Epoch Investment Partners Inc. | 1,797,568 | $65.05M | 0.3% | +10.5% | 1.510% | |
5/14/2025 | Corebridge Financial Inc. | 58,793 | $2.13M | 0.0% | -1.5% | 0.049% | |
5/14/2025 | MetLife Investment Management LLC | 69,483 | $2.52M | 0.0% | -3.9% | 0.058% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,064 | $39K | 0.0% | +117.1% | 0.001% | |
5/14/2025 | Kestra Advisory Services LLC | 29,448 | $1.07M | 0.0% | -19.5% | 0.025% | |
5/14/2025 | 1832 Asset Management L.P. | 13,184 | $477K | 0.0% | N/A | 0.011% | |
5/14/2025 | Hsbc Holdings PLC | 173,803 | $6.32M | 0.0% | +1,096.7% | 0.146% | |
5/13/2025 | Northern Trust Corp | 932,803 | $33.76M | 0.0% | -4.4% | 0.784% | |
5/13/2025 | Burgundy Asset Management Ltd. | 60,099 | $2.17M | 0.0% | N/A | 0.050% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 9,863 | $356K | 0.0% | +32.3% | 0.008% | |
5/13/2025 | Raymond James Financial Inc. | 271,490 | $9.83M | 0.0% | +1.0% | 0.228% | |
5/13/2025 | Redmond Asset Management LLC | 35,609 | $1.29M | 0.3% | -28.3% | 0.030% | |
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5/13/2025 | American Century Companies Inc. | 219,242 | $7.93M | 0.0% | -69.8% | 0.184% | |
5/13/2025 | Harbor Advisory Corp MA | 25,471 | $921K | 0.3% | +18.4% | 0.021% | |
5/13/2025 | Caitong International Asset Management Co. Ltd | 809 | $29K | 0.0% | N/A | 0.001% | |
5/13/2025 | Russell Investments Group Ltd. | 109,980 | $3.98M | 0.0% | +6.1% | 0.092% | |
5/13/2025 | HighTower Advisors LLC | 1,378,035 | $49.87M | 0.1% | +85.8% | 1.158% | |
5/12/2025 | SouthState Corp | 1,312 | $47K | 0.0% | N/A | 0.001% | |
5/12/2025 | Nuveen LLC | 828,299 | $29.97M | 0.0% | N/A | 0.696% | |
5/12/2025 | Virtu Financial LLC | 8,747 | $317K | 0.0% | N/A | 0.007% | |
5/12/2025 | Invesco Ltd. | 102,866 | $3.72M | 0.0% | +24.0% | 0.086% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 66,781 | $2.41M | 0.0% | -55.1% | 0.056% | |
5/12/2025 | Townsquare Capital LLC | 12,022 | $435K | 0.0% | +8.8% | 0.010% | |
5/12/2025 | National Bank of Canada FI | 905,516 | $31.94M | 0.0% | -0.2% | 0.761% | |
5/12/2025 | Swiss National Bank | 208,877 | $7.55M | 0.0% | -11.1% | 0.175% | |
5/12/2025 | Maryland State Retirement & Pension System | 151,539 | $5.48M | 0.1% | +1.4% | 0.127% | |
5/9/2025 | Deutsche Bank AG | 148,139 | $5.36M | 0.0% | N/A | 0.124% | |
5/9/2025 | Chicago Partners Investment Group LLC | 61,456 | $2.38M | 0.1% | -7.8% | 0.052% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 619,929 | $22.41M | 0.0% | -2.1% | 0.521% | |
5/9/2025 | Vanguard Group Inc. | 5,699,352 | $205.90M | 0.0% | +0.2% | 4.788% | |
5/9/2025 | Avalon Trust Co | 195,835 | $7.09M | 0.6% | +1.8% | 0.165% | |
5/9/2025 | Scotia Capital Inc. | 1,304,699 | $46.27M | 0.2% | +4.6% | 1.096% | |
5/9/2025 | Bank of Nova Scotia Trust Co. | 21,948 | $794K | 0.1% | -12.4% | 0.018% | |
5/9/2025 | Bank of Nova Scotia | 162,232 | $5.86M | 0.0% | +3.3% | 0.136% | |
5/9/2025 | PNC Financial Services Group Inc. | 21,521 | $779K | 0.0% | +81.4% | 0.018% | |
5/8/2025 | US Bancorp DE | 2,033 | $74K | 0.0% | -12.3% | 0.002% | |
5/8/2025 | Natixis Advisors LLC | 84,244 | $3.05M | 0.0% | -0.4% | 0.071% | |
5/8/2025 | XTX Topco Ltd | 21,244 | $769K | 0.0% | N/A | 0.018% | |
5/7/2025 | Mackenzie Financial Corp | 97,484 | $3.52M | 0.0% | -1.1% | 0.082% | |
5/7/2025 | LPL Financial LLC | 37,247 | $1.35M | 0.0% | -8.2% | 0.031% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 18,225 | $658K | 0.0% | -16.3% | 0.015% | |
5/7/2025 | TD Asset Management Inc | 1,297,388 | $46.91M | 0.0% | +11.9% | 1.090% | |
5/6/2025 | Hedeker Wealth LLC | 25,179 | $911K | 0.2% | +6.3% | 0.021% | |
5/6/2025 | Cetera Investment Advisers | 12,049 | $435K | 0.0% | +6.9% | 0.010% | |
5/6/2025 | Hamilton Point Investment Advisors LLC | 110,953 | $4.02M | 0.7% | +1.3% | 0.093% | |
5/6/2025 | AE Wealth Management LLC | 5,928 | $215K | 0.0% | -11.7% | 0.005% | |
5/6/2025 | Venturi Wealth Management LLC | 5,827 | $211K | 0.0% | N/A | 0.005% | |
5/5/2025 | Crestwood Advisors Group LLC | 8,765 | $317K | 0.0% | -6.3% | 0.007% | |
5/5/2025 | Carmel Capital Partners LLC | 32,492 | $1.18M | 0.5% | -1.6% | 0.027% | |
5/2/2025 | Parcion Private Wealth LLC | 157,083 | $5.69M | 0.5% | N/A | 0.132% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,576 | $129K | 0.0% | N/A | 0.003% | |
5/2/2025 | Edgestream Partners L.P. | 103,001 | $3.73M | 0.1% | N/A | 0.087% | |
5/1/2025 | Corrado Advisors LLC | 39,035 | $1.41M | 0.9% | N/A | 0.033% | |
5/1/2025 | Marks Group Wealth Management Inc | 10,004 | $362K | 0.0% | -2.8% | 0.008% | |
5/1/2025 | BankPlus Trust Department | 32,743 | $1.19M | 0.4% | +24.3% | 0.028% | |
5/1/2025 | Xponance Inc. | 15,136 | $548K | 0.0% | +76.9% | 0.013% | |
4/30/2025 | Weil Company Inc. | 41,187 | $1.49M | 0.4% | +346.8% | 0.035% | |
4/30/2025 | Cerity Partners LLC | 7,725 | $280K | 0.0% | N/A | 0.006% | |
4/30/2025 | Leavell Investment Management Inc. | 28,301 | $1.02M | 0.1% | +42.2% | 0.024% | |
4/30/2025 | Personal CFO Solutions LLC | 7,554 | $273K | 0.1% | N/A | 0.006% | |
4/30/2025 | Brown Advisory Inc. | 2,984,279 | $107.74M | 0.2% | N/A | 2.507% | |
4/29/2025 | TD Private Client Wealth LLC | 24,350 | $879K | 0.0% | +25.3% | 0.020% | |
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4/29/2025 | Envestnet Asset Management Inc. | 904,535 | $32.73M | 0.0% | +8.9% | 0.760% | |
4/29/2025 | Rice Partnership LLC | 132,525 | $4.80M | 1.0% | +9.9% | 0.111% | |
4/29/2025 | Concurrent Investment Advisors LLC | 19,007 | $688K | 0.0% | N/A | 0.016% | |
4/29/2025 | VAUGHAN & Co SECURITIES INC. | 17,598 | $637K | 0.4% | -2.7% | 0.015% | |
4/29/2025 | Bank of New York Mellon Corp | 341,925 | $12.37M | 0.0% | -0.2% | 0.287% | |
4/28/2025 | D.A. Davidson & CO. | 38,547 | $1.40M | 0.0% | -2.7% | 0.032% | |
4/28/2025 | Principal Financial Group Inc. | 3,194,929 | $115.62M | 0.1% | +2.7% | 2.684% | |
4/28/2025 | First Horizon Advisors Inc. | 1,198 | $43K | 0.0% | +104.1% | 0.001% | |
4/28/2025 | Baskin Financial Services Inc. | 34,626 | $1.25M | 0.1% | -4.1% | 0.029% | |
4/28/2025 | DAVENPORT & Co LLC | 68,511 | $2.47M | 0.0% | +6.0% | 0.058% | |