5/2/2025 | Saturna Capital Corp | 13,815 | $1.31M | 0.0% | -30.8% | 0.003% | |
5/2/2025 | Verdence Capital Advisors LLC | 10,558 | $1.00M | 0.1% | +106.1% | 0.002% | |
5/2/2025 | Cullen Frost Bankers Inc. | 6,733 | $639K | 0.0% | +3.7% | 0.001% | |
5/2/2025 | West Family Investments Inc. | 2,162 | $205K | 0.1% | N/A | 0.000% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 3,813 | $362K | 0.0% | -10.5% | 0.001% | |
5/2/2025 | Whittier Trust Co. | 4,396 | $417K | 0.0% | -5.9% | 0.001% | |
5/2/2025 | Dakota Wealth Management | 3,245 | $305K | 0.0% | -14.4% | 0.001% | |
5/2/2025 | Apollon Wealth Management LLC | 7,294 | $688K | 0.0% | +1.7% | 0.001% | |
5/2/2025 | Signaturefd LLC | 12,388 | $1.18M | 0.0% | +4.6% | 0.003% | |
5/1/2025 | LRI Investments LLC | 3,049 | $289K | 0.0% | -15.8% | 0.001% | |
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5/1/2025 | Marks Group Wealth Management Inc | 93,199 | $8.85M | 0.9% | +11.6% | 0.019% | |
5/1/2025 | CWM LLC | 2,503 | $238K | 0.0% | -5.7% | 0.001% | |
5/1/2025 | Stephens Inc. AR | 7,059 | $670K | 0.0% | -23.8% | 0.001% | |
5/1/2025 | Schechter Investment Advisors LLC | 3,805 | $358K | 0.0% | +2.9% | 0.001% | |
5/1/2025 | Mutual of America Capital Management LLC | 49,522 | $4.70M | 0.1% | N/A | 0.010% | |
5/1/2025 | Kathmere Capital Management LLC | 3,569 | $339K | 0.0% | +13.4% | 0.001% | |
5/1/2025 | Ballentine Partners LLC | 3,879 | $368K | 0.0% | +10.3% | 0.001% | |
4/30/2025 | Robeco Schweiz AG | 133,242 | $12.65M | 0.3% | -5.1% | 0.027% | |
4/30/2025 | MJP Associates Inc. ADV | 3,721 | $353K | 0.1% | -2.8% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 373,524 | $35.46M | 0.1% | +211.3% | 0.076% | |
4/30/2025 | Allworth Financial LP | 626 | $59K | 0.0% | -29.7% | 0.000% | |
4/30/2025 | Bridges Investment Management Inc. | 443,258 | $42.08M | 0.6% | -1.7% | 0.090% | |
4/30/2025 | Banque Pictet & Cie SA | 439,013 | $41.29M | 0.3% | +44.6% | 0.089% | |
4/30/2025 | Axxcess Wealth Management LLC | 3,013 | $286K | 0.0% | -25.3% | 0.001% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 717,086 | $68.07M | 0.1% | -1.3% | 0.145% | |
4/30/2025 | Personal CFO Solutions LLC | 4,541 | $431K | 0.1% | -6.5% | 0.001% | |
4/30/2025 | M&T Bank Corp | 88,683 | $8.42M | 0.0% | -15.9% | 0.018% | |
4/30/2025 | Brown Advisory Inc. | 9,842 | $934K | 0.0% | +3.1% | 0.002% | |
4/30/2025 | Ninety One UK Ltd | 277,157 | $26.31M | 0.1% | -9.0% | 0.056% | |
4/30/2025 | Pekin Hardy Strauss Inc. | 2,142 | $202K | 0.0% | N/A | 0.000% | |
4/30/2025 | Crossmark Global Holdings Inc. | 25,856 | $2.46M | 0.0% | +2.8% | 0.005% | |
4/30/2025 | Fullcircle Wealth LLC | 2,630 | $251K | 0.1% | +13.7% | 0.001% | |
4/29/2025 | Callan Capital LLC | 9,514 | $903K | 0.1% | +39.0% | 0.002% | |
4/29/2025 | TD Private Client Wealth LLC | 3,144 | $296K | 0.0% | -29.4% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 973,264 | $92.34M | 0.0% | -26.4% | 0.197% | |
4/29/2025 | Bank of New York Mellon Corp | 9,650,678 | $916.14M | 0.2% | +12.1% | 1.957% | |
4/29/2025 | Wayfinding Financial LLC | 803 | $76K | 0.0% | N/A | 0.000% | |
4/29/2025 | Nichols & Pratt Advisers LLP MA | 174,370 | $16.50M | 1.1% | +0.2% | 0.035% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,397 | $322K | 0.0% | -30.1% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 2,672 | $253K | 0.0% | +5.2% | 0.001% | |
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4/28/2025 | Summit Place Financial Advisors LLC | 32,798 | $3.11M | 1.8% | +4.9% | 0.007% | |
4/28/2025 | D.A. Davidson & CO. | 65,138 | $6.18M | 0.0% | -2.3% | 0.013% | |
4/28/2025 | Mutual Advisors LLC | 4,760 | $452K | 0.0% | +15.3% | 0.001% | |
4/28/2025 | Private Trust Co. NA | 1,129 | $106K | 0.0% | -11.5% | 0.000% | |
4/28/2025 | Pictet North America Advisors SA | 245,480 | $23.09M | 2.3% | +3.4% | 0.050% | |
4/28/2025 | DAVENPORT & Co LLC | 17,949 | $1.69M | 0.0% | -2.9% | 0.004% | |
4/28/2025 | Vontobel Holding Ltd. | 6,778,216 | $638.01M | 2.3% | -13.7% | 1.374% | |
4/25/2025 | First Fiduciary Investment Counsel Inc. | 129,840 | $12.33M | 2.6% | -6.6% | 0.026% | |
4/25/2025 | Augustine Asset Management Inc. | 2,170 | $206K | 0.1% | N/A | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 2,483,100 | $230.19M | 0.4% | -0.3% | 0.503% | |
4/24/2025 | Mcdaniel Terry & Co. | 245,222 | $23.28M | 2.0% | -3.8% | 0.050% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 696 | $66K | 0.0% | +53.0% | 0.000% | |
4/24/2025 | Park Place Capital Corp | 1,605 | $152K | 0.0% | -40.7% | 0.000% | |
4/24/2025 | First Merchants Corp | 16,560 | $1.57M | 0.1% | -11.1% | 0.003% | |
4/24/2025 | swisspartners Advisors Ltd | 9,600 | $911K | 0.8% | +11.6% | 0.002% | |
4/24/2025 | PDS Planning Inc | 2,436 | $231K | 0.0% | N/A | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 12,488 | $1.19M | 0.0% | +87.6% | 0.003% | |
4/23/2025 | Perigon Wealth Management LLC | 2,985 | $283K | 0.0% | -5.9% | 0.001% | |
4/23/2025 | Alpine Bank Wealth Management | 348 | $33K | 0.0% | N/A | 0.000% | |
4/23/2025 | Golden State Wealth Management LLC | 346 | $33K | 0.0% | +100.0% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 1,035 | $99K | 0.0% | +46.4% | 0.000% | |
4/23/2025 | LaFleur & Godfrey LLC | 184,051 | $17.47M | 2.4% | +0.5% | 0.037% | |
4/23/2025 | YHB Investment Advisors Inc. | 19,584 | $1.85M | 0.2% | +1.1% | 0.004% | |
4/23/2025 | Oppenheimer & Co. Inc. | 16,997 | $1.61M | 0.0% | +7.5% | 0.003% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 126,369 | $12.00M | 0.1% | -19.0% | 0.026% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,857 | $742K | 0.0% | -3.2% | 0.002% | |
4/22/2025 | 1858 Wealth Management LLC | 2,178 | $207K | 0.2% | N/A | 0.000% | |
4/22/2025 | Manning & Napier Advisors LLC | 221,257 | $21.00M | 0.3% | -49.5% | 0.045% | |
4/22/2025 | Running Oak Capital LLC | 164,253 | $15.59M | 1.9% | +18.2% | 0.033% | |
4/22/2025 | Canoe Financial LP | 381,929 | $35.95M | 0.6% | +12.1% | 0.077% | |
4/21/2025 | Shelton Wealth Management LLC | 11,405 | $1.08M | 0.6% | -1.7% | 0.002% | |
4/21/2025 | Blue Trust Inc. | 1,671 | $159K | 0.0% | +11.3% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,836 | $362K | 0.0% | -86.6% | 0.001% | |
4/21/2025 | Johnson Investment Counsel Inc. | 14,214 | $1.35M | 0.0% | -1.5% | 0.003% | |
4/21/2025 | Prentiss Smith & Co. Inc. | 70,551 | $6.70M | 4.3% | -1.1% | 0.014% | |
4/18/2025 | Birch Hill Investment Advisors LLC | 417,139 | $39.60M | 1.9% | +2.3% | 0.085% | |
4/18/2025 | Insigneo Advisory Services LLC | 5,971 | $563K | 0.1% | -6.0% | 0.001% | |
4/18/2025 | Cardinal Capital Management | 18,048 | $1.71M | 0.3% | +1.4% | 0.004% | |
4/17/2025 | Chicago Capital LLC | 9,289 | $882K | 0.0% | N/A | 0.002% | |
4/17/2025 | QRG Capital Management Inc. | 3,875 | $367K | 0.0% | +11.2% | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 2,213 | $210K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,471 | $3.84M | 0.0% | -40.0% | 0.008% | |
4/17/2025 | Bank Pictet & Cie Europe AG | 6,936 | $652K | 0.0% | +75.5% | 0.001% | |
4/17/2025 | Ritholtz Wealth Management | 2,353 | $223K | 0.0% | -9.6% | 0.000% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 6,402 | $608K | 0.0% | +15.6% | 0.001% | |
4/16/2025 | Everpar Advisors LLC | 3,389 | $322K | 0.2% | -12.3% | 0.001% | |
4/16/2025 | Capital Investment Services of America Inc. | 9,054 | $859K | 0.1% | -30.6% | 0.002% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,538 | $810K | 0.0% | -1.4% | 0.002% | |
4/16/2025 | Baker Chad R | 116,155 | $11.03M | 2.2% | +29.3% | 0.024% | |
4/15/2025 | SG Americas Securities LLC | 3,168 | $301K | 0.0% | -72.8% | 0.001% | |
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4/15/2025 | GAMMA Investing LLC | 1,428 | $136K | 0.0% | +29.3% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 1,956 | $181K | 0.0% | -28.1% | 0.000% | |
4/14/2025 | Shorepath Capital Management LLC | 60,188 | $5.71M | 4.3% | -0.5% | 0.012% | |
4/14/2025 | Park Avenue Securities LLC | 11,059 | $1.04M | 0.0% | -34.1% | 0.002% | |
4/14/2025 | Sivia Capital Partners LLC | 2,165 | $206K | 0.1% | N/A | 0.000% | |
4/11/2025 | Gateway Investment Advisers LLC | 25,128 | $2.39M | 0.0% | -7.8% | 0.005% | |
4/11/2025 | Procyon Advisors LLC | 4,675 | $444K | 0.0% | -48.0% | 0.001% | |
4/10/2025 | Chesley Taft & Associates LLC | 49,473 | $4.70M | 0.2% | -3.0% | 0.010% | |
4/10/2025 | Portside Wealth Group LLC | 3,031 | $288K | 0.1% | -26.9% | 0.001% | |
4/10/2025 | Heritage Family Offices LLP | 8,523 | $809K | 0.4% | -6.5% | 0.002% | |