5/1/2025 | LRI Investments LLC | 671 | $286K | 0.0% | -26.4% | 0.000% | |
5/1/2025 | Wilkinson Global Asset Management LLC | 8,375 | $3.58M | 0.2% | +1.1% | 0.003% | |
5/1/2025 | Marks Group Wealth Management Inc | 1,663 | $712K | 0.1% | -8.7% | 0.001% | |
5/1/2025 | Mutual of America Capital Management LLC | 23,175 | $9.90M | 0.1% | -1.5% | 0.010% | |
5/1/2025 | FDx Advisors Inc. | 1,773 | $759K | 0.2% | -12.6% | 0.001% | |
5/1/2025 | Stegent Equity Advisors Inc. | 1,197 | $512K | 0.5% | -59.2% | 0.000% | |
4/30/2025 | Cerity Partners LLC | 30,218 | $12.93M | 0.0% | +14.1% | 0.012% | |
4/30/2025 | Banque Pictet & Cie SA | 7,515 | $3.18M | 0.0% | +234.0% | 0.003% | |
4/30/2025 | Axxcess Wealth Management LLC | 733 | $314K | 0.0% | +26.8% | 0.000% | |
4/30/2025 | Rehmann Capital Advisory Group | 697 | $299K | 0.0% | +3.9% | 0.000% | |
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4/30/2025 | Cornerstone Planning Group LLC | 101 | $45K | 0.0% | +140.5% | 0.000% | |
4/30/2025 | Principal Securities Inc. | 1,020 | $433K | 0.0% | +11.5% | 0.000% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 1,117 | $478K | 0.1% | +11.9% | 0.000% | |
4/30/2025 | Greenleaf Trust | 1,649 | $706K | 0.0% | -22.5% | 0.001% | |
4/30/2025 | Flossbach Von Storch SE | 49,236 | $20.89M | 0.1% | +18.7% | 0.020% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 295,571 | $125.00M | 0.2% | +0.6% | 0.122% | |
4/30/2025 | Personal CFO Solutions LLC | 2,831 | $1.21M | 0.2% | -2.0% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 1,063 | $454K | 0.0% | +4.1% | 0.000% | |
4/30/2025 | M&T Bank Corp | 22,534 | $9.64M | 0.0% | -3.8% | 0.009% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,624 | $1.55M | 0.0% | +2.1% | 0.001% | |
4/30/2025 | Exane Asset Management | 413 | $175K | 0.1% | N/A | 0.000% | |
4/30/2025 | Brown Advisory Inc. | 538 | $230K | 0.0% | -19.1% | 0.000% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 1,239 | $530K | 0.0% | -52.0% | 0.001% | |
4/30/2025 | Crossmark Global Holdings Inc. | 4,291 | $1.84M | 0.0% | +1.1% | 0.002% | |
4/29/2025 | Callan Capital LLC | 938 | $401K | 0.0% | +53.8% | 0.000% | |
4/29/2025 | Envestnet Asset Management Inc. | 281,811 | $120.38M | 0.0% | -3.6% | 0.116% | |
4/29/2025 | Cloud Capital Management LLC | 357 | $152K | 0.1% | N/A | 0.000% | |
4/29/2025 | Argentarii LLC | 3,086 | $1.32M | 0.7% | -3.6% | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 1,172 | $501K | 0.0% | N/A | 0.000% | |
4/29/2025 | Bank of New York Mellon Corp | 1,644,415 | $703.61M | 0.1% | +2.0% | 0.678% | |
4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 8,065 | $3.42M | 0.3% | +2.1% | 0.003% | |
4/29/2025 | GF Fund Management CO. LTD. | 14,067 | $6.02M | 0.1% | -47.3% | 0.006% | |
4/29/2025 | OneDigital Investment Advisors LLC | 3,329 | $1.42M | 0.0% | +3.7% | 0.001% | |
4/29/2025 | Checchi Capital Advisers LLC | 1,073 | $459K | 0.0% | +4.3% | 0.000% | |
4/28/2025 | Mutual Advisors LLC | 1,020 | $470K | 0.0% | +58.9% | 0.000% | |
4/28/2025 | Baskin Financial Services Inc. | 110,735 | $47.38M | 3.9% | -0.9% | 0.046% | |
4/28/2025 | Novem Group | 2,580 | $1.10M | 0.2% | +33.5% | 0.001% | |
4/28/2025 | WCM Investment Management LLC | 750,504 | $322.50M | 0.8% | -5.1% | 0.310% | |
4/28/2025 | Summit Trail Advisors LLC | 504 | $215K | 0.0% | N/A | 0.000% | |
4/28/2025 | Vontobel Holding Ltd. | 75,942 | $32.23M | 0.1% | -15.2% | 0.031% | |
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4/25/2025 | Benchmark Financial Wealth Advisors LLC | 735 | $314K | 0.1% | -25.5% | 0.000% | |
4/25/2025 | Perissos Private Wealth Management LLC | 1,733 | $742K | 0.7% | N/A | 0.001% | |
4/25/2025 | KBC Group NV | 5,410 | $2.32M | 0.0% | -65.3% | 0.002% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 4,535 | $1.94M | 0.0% | -15.3% | 0.002% | |
4/24/2025 | Highland Capital Management LLC | 5,050 | $2.16M | 0.1% | -7.3% | 0.002% | |
4/24/2025 | U S Global Investors Inc. | 6,485 | $2.78M | 0.4% | -5.4% | 0.003% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 4,250 | $1.83M | 0.0% | -33.6% | 0.002% | |
4/24/2025 | Artemis Investment Management LLP | 1,870 | $794K | 0.0% | -4.1% | 0.001% | |
4/24/2025 | Diversified Trust Co | 527 | $225K | 0.0% | -15.1% | 0.000% | |
4/24/2025 | Park Place Capital Corp | 405 | $173K | 0.0% | -7.5% | 0.000% | |
4/24/2025 | PDS Planning Inc | 627 | $268K | 0.0% | +6.5% | 0.000% | |
4/23/2025 | Sequoia Financial Advisors LLC | 4,599 | $1.97M | 0.0% | -0.8% | 0.002% | |
4/23/2025 | Security National Bank | 336 | $144K | 0.0% | N/A | 0.000% | |
4/23/2025 | Perigon Wealth Management LLC | 1,042 | $446K | 0.0% | -6.0% | 0.000% | |
4/23/2025 | Alpine Bank Wealth Management | 76 | $33K | 0.0% | N/A | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 8,885 | $3.80M | 0.0% | +3.5% | 0.004% | |
4/23/2025 | Independent Solutions Wealth Management LLC | 3,730 | $1.60M | 0.4% | +1.7% | 0.002% | |
4/23/2025 | Bank of Italy | 2,407,271 | $1.02B | 53.9% | +2.9% | 0.993% | |
4/23/2025 | Moran Wealth Management LLC | 534 | $226K | 0.0% | N/A | 0.000% | |
4/23/2025 | International Assets Investment Management LLC | 2,711 | $1.16M | 0.0% | +1.3% | 0.001% | |
4/23/2025 | Oppenheimer & Co. Inc. | 1,821 | $779K | 0.0% | -69.7% | 0.001% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 2,298 | $983K | 0.0% | -7.1% | 0.001% | |
4/22/2025 | Shariaportfolio Inc. | 2,316 | $991K | 0.5% | N/A | 0.001% | |
4/22/2025 | Flagship Harbor Advisors LLC | 477 | $204K | 0.0% | N/A | 0.000% | |
4/22/2025 | EWA LLC | 564 | $241K | 0.1% | +7.2% | 0.000% | |
4/22/2025 | PFG Investments LLC | 4,491 | $1.92M | 0.1% | +15.0% | 0.002% | |
4/22/2025 | Segment Wealth Management LLC | 5,524 | $2.36M | 0.2% | N/A | 0.002% | |
4/21/2025 | Blue Trust Inc. | 566 | $242K | 0.0% | +74.2% | 0.000% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,473 | $1.91M | 0.0% | -44.0% | 0.002% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 1,525 | $656K | 0.0% | +39.7% | 0.001% | |
4/18/2025 | Rakuten Securities Inc. | 273 | $117K | 0.1% | -21.1% | 0.000% | |
4/18/2025 | Insigneo Advisory Services LLC | 941 | $401K | 0.0% | +6.6% | 0.000% | |
4/17/2025 | Grove Bank & Trust | 180 | $77K | 0.0% | +200.0% | 0.000% | |
4/17/2025 | QRG Capital Management Inc. | 2,183 | $934K | 0.0% | +235.3% | 0.001% | |
4/17/2025 | Sowell Financial Services LLC | 803 | $344K | 0.0% | N/A | 0.000% | |
4/17/2025 | Janney Montgomery Scott LLC | 80,149 | $34.29M | 0.1% | -5.6% | 0.033% | |
4/17/2025 | Optas LLC | 481 | $206K | 0.0% | -7.9% | 0.000% | |
4/16/2025 | Opal Wealth Advisors LLC | 356 | $152K | 0.0% | N/A | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,074 | $1.74M | 0.0% | +21.0% | 0.002% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 5,240 | $2.24M | 0.2% | -5.2% | 0.002% | |
4/16/2025 | Marshall Financial Group LLC | 2,802 | $1.20M | 0.3% | +3.9% | 0.001% | |
4/15/2025 | Sapient Capital LLC | 67,466 | $28.60M | 0.6% | +0.2% | 0.028% | |
4/15/2025 | Fifth Third Bancorp | 424 | $181K | 0.0% | +7.9% | 0.000% | |
4/15/2025 | Simon Quick Advisors LLC | 737 | $315K | 0.0% | N/A | 0.000% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 3,436 | $1.47M | 0.2% | -15.1% | 0.001% | |
4/15/2025 | Assenagon Asset Management S.A. | 48,843 | $20.87M | 0.0% | -49.0% | 0.020% | |
4/15/2025 | SG Americas Securities LLC | 6,268 | $2.68M | 0.0% | +172.8% | 0.003% | |
4/15/2025 | Paragon Advisors LLC | 5,026 | $2.15M | 0.8% | +8.7% | 0.002% | |
4/15/2025 | Wealthcare Advisory Partners LLC | 748 | $320K | 0.0% | +52.0% | 0.000% | |
4/14/2025 | Parisi Gray Wealth Management | 1,412 | $598K | 0.2% | +7.3% | 0.001% | |
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4/14/2025 | Panoramic Capital Partners LLC | 656 | $261K | 0.2% | -13.6% | 0.000% | |
4/14/2025 | Farther Finance Advisors LLC | 839 | $361K | 0.0% | +9.7% | 0.000% | |
4/14/2025 | Portside Wealth Group LLC | 747 | $320K | 0.1% | +10.7% | 0.000% | |
4/14/2025 | Bennett Selby Investments LP | 1,917 | $820K | 0.3% | +62.3% | 0.001% | |
4/14/2025 | Park Avenue Securities LLC | 3,417 | $1.45M | 0.0% | -3.9% | 0.001% | |
4/14/2025 | SOA Wealth Advisors LLC. | 9,774 | $4.18M | 0.5% | N/A | 0.004% | |
4/14/2025 | Miracle Mile Advisors LLC | 9,069 | $3.88M | 0.1% | +0.7% | 0.004% | |
4/14/2025 | Sivia Capital Partners LLC | 545 | $233K | 0.1% | +9.2% | 0.000% | |
4/11/2025 | Gateway Investment Advisers LLC | 4,156 | $1.78M | 0.0% | -38.6% | 0.002% | |
4/11/2025 | First Affirmative Financial Network | 798 | $341K | 0.2% | +14.8% | 0.000% | |