5/1/2025 | Fort Sheridan Advisors LLC | 61,508 | $1.83M | 0.3% | -3.5% | 0.013% | |
5/1/2025 | Callahan Advisors LLC | 23,026 | $686K | 0.1% | +8.7% | 0.005% | |
4/30/2025 | Cerity Partners LLC | 139,702 | $4.16M | 0.0% | -0.8% | 0.030% | |
4/30/2025 | Allworth Financial LP | 5,511 | $159K | 0.0% | -19.7% | 0.001% | |
4/30/2025 | Brown Advisory Inc. | 364,628 | $10.86M | 0.0% | +8.2% | 0.079% | |
4/29/2025 | Envestnet Asset Management Inc. | 89,377 | $2.66M | 0.0% | +18.2% | 0.019% | |
4/28/2025 | North Capital Inc. | 1,161 | $35K | 0.0% | N/A | 0.000% | |
4/28/2025 | Principal Financial Group Inc. | 27,621,080 | $822.83M | 0.5% | +3.5% | 5.950% | |
4/28/2025 | Baskin Financial Services Inc. | 337,744 | $10.05M | 0.8% | -2.9% | 0.073% | |
4/28/2025 | Summit Trail Advisors LLC | 10,059 | $300K | 0.0% | -27.6% | 0.002% | |
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4/28/2025 | Cidel Asset Management Inc. | 7,114 | $212K | 0.0% | -17.1% | 0.002% | |
4/25/2025 | Verity Asset Management Inc. | 8,284 | $247K | 0.1% | -4.8% | 0.002% | |
4/24/2025 | Gold Investment Management Ltd. | 157,793 | $4.70M | 2.0% | +9.8% | 0.034% | |
4/24/2025 | Transcend Capital Advisors LLC | 18,600 | $554K | 0.0% | N/A | 0.004% | |
4/24/2025 | Tranquility Partners LLC | 82,510 | $2.46M | 0.9% | +4.1% | 0.018% | |
4/23/2025 | Sequoia Financial Advisors LLC | 518,195 | $15.44M | 0.1% | -10.8% | 0.112% | |
4/23/2025 | Value Partners Investments Inc. | 23,712 | $706K | 0.1% | +29.7% | 0.005% | |
4/23/2025 | Bessemer Group Inc. | 33,411 | $996K | 0.0% | -12.7% | 0.007% | |
4/23/2025 | Summerhill Capital Management lnc. | 235,105 | $7.00M | 9.4% | -26.1% | 0.051% | |
4/23/2025 | Oppenheimer & Co. Inc. | 45,554 | $1.36M | 0.0% | +9.4% | 0.010% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 12,152 | $362K | 0.0% | -17.5% | 0.003% | |
4/22/2025 | Tandem Capital Management Corp ADV | 41,787 | $1.25M | 0.7% | -1.5% | 0.009% | |
4/22/2025 | Intact Investment Management Inc. | 1,642,084 | $48.86M | 1.7% | -6.0% | 0.354% | |
4/22/2025 | Canton Hathaway LLC | 16,350 | $487K | 0.1% | N/A | 0.004% | |
4/22/2025 | Woodmont Investment Counsel LLC | 55,986 | $1.67M | 0.1% | -10.4% | 0.012% | |
4/22/2025 | Jamison Private Wealth Management Inc. | 58,619 | $1.75M | 0.3% | -1.6% | 0.013% | |
4/17/2025 | Janney Montgomery Scott LLC | 21,448 | $639K | 0.0% | -4.1% | 0.005% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 21,102 | $629K | 0.0% | +28.4% | 0.005% | |
4/16/2025 | Tritonpoint Wealth LLC | 151,593 | $4.52M | 0.4% | -3.8% | 0.033% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 108,737 | $3.24M | 0.1% | -3.4% | 0.023% | |
4/15/2025 | SG Americas Securities LLC | 10,744 | $320K | 0.0% | N/A | 0.002% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 25,118 | $748K | 0.0% | -3.1% | 0.005% | |
4/14/2025 | Farther Finance Advisors LLC | 2,243 | $68K | 0.0% | +565.6% | 0.000% | |
4/14/2025 | Beach Investment Counsel Inc. PA | 82,623 | $2.46M | 0.4% | -4.6% | 0.018% | |
4/11/2025 | Epiq Partners LLC | 103,187 | $3.07M | 1.6% | +13.8% | 0.022% | |
4/9/2025 | NBC Securities Inc. | 40,993 | $1.22M | 0.1% | +120,467.6% | 0.009% | |
4/9/2025 | Addenda Capital Inc. | 620,821 | $18.49M | 0.9% | -8.8% | 0.134% | |
4/8/2025 | Parallel Advisors LLC | 1,500 | $45K | 0.0% | N/A | 0.000% | |
4/7/2025 | GAMMA Investing LLC | 9,026 | $269K | 0.0% | +947.1% | 0.002% | |
4/7/2025 | AdvisorNet Financial Inc | 1,585 | $47K | 0.0% | -36.7% | 0.000% | |
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3/17/2025 | Wealth Enhancement Advisory Services LLC | 16,435 | $522K | 0.0% | -3.9% | 0.004% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 6,383 | $203K | 0.0% | -20.9% | 0.001% | |
2/20/2025 | Mackenzie Financial Corp | 8,784,509 | $278.86M | 0.4% | +8.0% | 1.893% | |
2/19/2025 | Formidable Asset Management LLC | 15,824 | $503K | 0.1% | -2.2% | 0.003% | |
2/18/2025 | JT Stratford LLC | 71,204 | $2.26M | 0.4% | +13.0% | 0.015% | |
2/17/2025 | Waverly Advisors LLC | 10,810 | $344K | 0.0% | N/A | 0.002% | |
2/17/2025 | Visionary Wealth Advisors | 10,371 | $330K | 0.0% | -15.3% | 0.002% | |
2/17/2025 | Two Sigma Investments LP | 28,849 | $917K | 0.0% | -58.3% | 0.006% | |
2/17/2025 | Toronto Dominion Bank | 3,715,628 | $117.93M | 0.2% | -7.2% | 0.801% | |
2/17/2025 | Select Equity Group L.P. | 5,124,291 | $162.90M | 0.6% | -5.6% | 1.104% | |
2/17/2025 | Royal Bank of Canada | 45,692,499 | $1.45B | 0.3% | -2.7% | 9.844% | |
2/17/2025 | ProShare Advisors LLC | 25,922 | $824K | 0.0% | -5.2% | 0.006% | |
2/17/2025 | Meketa Capital LLC | 44,747 | $1.42M | 3.2% | N/A | 0.010% | |
2/17/2025 | Investment Management Corp of Ontario | 18,000 | $572K | 0.0% | -12.2% | 0.004% | |
2/17/2025 | JARISLOWSKY FRASER Ltd | 12,097 | $384K | 0.0% | +89.0% | 0.003% | |
2/17/2025 | Focus Partners Wealth | 22,803 | $759K | 0.0% | +103.3% | 0.005% | |
2/17/2025 | Ewing Morris & Co. Investment Partners Ltd. | 58,401 | $1.92M | 0.7% | N/A | 0.013% | |
2/17/2025 | First Manhattan CO. LLC. | 2,035,266 | $64.80M | 0.2% | -2.3% | 0.438% | |
2/17/2025 | EP Wealth Advisors LLC | 20,612 | $655K | 0.0% | +14.0% | 0.004% | |
2/17/2025 | Cetera Investment Advisers | 39,968 | $1.27M | 0.0% | +6.4% | 0.009% | |
2/17/2025 | BROOKFIELD Corp ON | 4,527,616 | $143.93M | 0.9% | -3.4% | 0.975% | |
2/17/2025 | Cahill Financial Advisors Inc. | 74,713 | $2.38M | 0.3% | -0.9% | 0.016% | |
2/17/2025 | Chapman Financial Group LLC | 26,549 | $844K | 0.7% | N/A | 0.006% | |
2/17/2025 | Bank of America Corp DE | 291,842 | $9.28M | 0.0% | -16.7% | 0.063% | |
2/17/2025 | Ameriprise Financial Inc. | 46,374 | $1.47M | 0.0% | +11.0% | 0.010% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,584 | $591K | 0.0% | N/A | 0.004% | |
2/14/2025 | Guardian Capital LP | 664,287 | $21.10M | 0.8% | N/A | 0.143% | |
2/14/2025 | Leith Wheeler Investment Counsel Ltd. | 387,329 | $12.31M | 0.9% | -3.5% | 0.083% | |
2/14/2025 | Northern Trust Corp | 374,347 | $11.90M | 0.0% | +15.0% | 0.081% | |
2/14/2025 | The Manufacturers Life Insurance Company | 5,539,281 | $176.13M | 0.2% | -9.1% | 1.193% | |
2/14/2025 | Capital Analysts LLC | 4,373 | $139K | 0.0% | +85.8% | 0.001% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 6,876 | $219K | 0.0% | -37.1% | 0.001% | |
2/14/2025 | Empire Financial Management Company LLC | 36,620 | $1.16M | 0.4% | +5.5% | 0.008% | |
2/14/2025 | MGO One Seven LLC | 7,105 | $226K | 0.0% | +5.5% | 0.002% | |
2/14/2025 | Stifel Financial Corp | 81,881 | $2.60M | 0.0% | -7.2% | 0.018% | |
2/14/2025 | State of Tennessee Department of Treasury | 266,154 | $8.45M | 0.0% | +0.7% | 0.057% | |
2/14/2025 | TD Waterhouse Canada Inc. | 1,492,480 | $46.98M | 0.4% | +6.7% | 0.322% | |
2/14/2025 | Capital World Investors | 31,561,780 | $1.00B | 0.2% | +0.1% | 6.800% | |
2/13/2025 | Value Partners Investments Inc. | 18,278 | $580K | 0.3% | +7.4% | 0.004% | |
2/13/2025 | Belpointe Asset Management LLC | 11,231 | $361K | 0.0% | +6.1% | 0.002% | |
2/13/2025 | Mariner LLC | 24,255 | $771K | 0.0% | -5.0% | 0.005% | |
2/13/2025 | RE Dickinson Investment Advisors LLC | 108,822 | $3.46M | 2.0% | +1.8% | 0.023% | |
2/13/2025 | Rockefeller Capital Management L.P. | 144,122 | $4.58M | 0.0% | -1.6% | 0.031% | |
2/13/2025 | First Foundation Advisors | 84,556 | $2.69M | 0.1% | +1.7% | 0.018% | |
2/13/2025 | Scotia Capital Inc. | 6,432,381 | $202.49M | 1.1% | +2.7% | 1.386% | |
2/13/2025 | Bessemer Group Inc. | 38,256 | $1.22M | 0.0% | +9.7% | 0.008% | |
2/13/2025 | Raymond James Financial Inc. | 693,090 | $22.03M | 0.0% | N/A | 0.149% | |
2/13/2025 | Bank of Nova Scotia | 3,596,017 | $114.26M | 0.2% | -17.3% | 0.775% | |
2/13/2025 | FIL Ltd | 2,252,375 | $71.58M | 0.1% | -1.3% | 0.485% | |
2/13/2025 | Rathbones Group PLC | 24,392 | $775K | 0.0% | N/A | 0.005% | |
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2/13/2025 | Invesco Ltd. | 2,192,250 | $69.69M | 0.0% | -8.1% | 0.472% | |
2/13/2025 | Cerity Partners LLC | 140,833 | $4.71M | 0.0% | -2.3% | 0.030% | |
2/13/2025 | Peapack Gladstone Financial Corp | 43,144 | $1.37M | 0.0% | -5.1% | 0.009% | |
2/13/2025 | Russell Investments Group Ltd. | 174,812 | $5.55M | 0.0% | -41.8% | 0.038% | |
2/13/2025 | Envestnet Asset Management Inc. | 75,589 | $2.40M | 0.0% | +1.7% | 0.016% | |
2/13/2025 | Wells Fargo & Company MN | 345,823 | $10.99M | 0.0% | -9.5% | 0.075% | |
2/13/2025 | First Western Trust Bank | 11,120 | $354K | 0.0% | -15.2% | 0.002% | |
2/12/2025 | Geode Capital Management LLC | 19,064 | $606K | 0.0% | +39.5% | 0.004% | |
2/12/2025 | Franklin Resources Inc. | 77,005 | $2.45M | 0.0% | -3.8% | 0.017% | |
2/12/2025 | Cannell & Spears LLC | 139,272 | $4.43M | 0.1% | -4.6% | 0.030% | |