8/5/2025 | GHP Investment Advisors Inc. | 178,603 | $7.09M | 0.3% | -0.6% | 0.239% | |
8/4/2025 | Assetmark Inc. | 8,047 | $320K | 0.0% | +191.3% | 0.011% | |
8/4/2025 | Arkadios Wealth Advisors | 7,419 | $295K | 0.0% | N/A | 0.010% | |
8/4/2025 | Migdal Insurance & Financial Holdings Ltd. | 3,450 | $137K | 0.0% | N/A | 0.005% | |
8/1/2025 | Envestnet Asset Management Inc. | 467,703 | $18.58M | 0.0% | +4.8% | 0.626% | |
7/31/2025 | Nisa Investment Advisors LLC | 18,200 | $723K | 0.0% | -41.1% | 0.024% | |
7/31/2025 | GenTrust LLC | 7,183 | $285K | 0.0% | -9.4% | 0.010% | |
7/31/2025 | Sharper & Granite LLC | 124,741 | $4.94M | 1.9% | +4.5% | 0.167% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 25,193 | $1.00M | 0.1% | -16.0% | 0.034% | |
7/30/2025 | Brookstone Capital Management | 8,300 | $330K | 0.0% | +33.4% | 0.011% | |
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7/30/2025 | Retirement Planning Group LLC | 7,605 | $302K | 0.0% | N/A | 0.010% | |
7/29/2025 | Catalyst Capital Advisors LLC | 1,552,803 | $61.68M | 1.2% | -11.9% | 2.079% | |
7/29/2025 | Stratos Wealth Advisors LLC | 170,851 | $6.79M | 0.4% | +57.1% | 0.229% | |
7/28/2025 | Lunt Capital Management Inc. | 5,091 | $202K | 0.1% | N/A | 0.007% | |
7/25/2025 | NorthRock Partners LLC | 3,425 | $136K | 0.0% | -9.9% | 0.005% | |
7/25/2025 | Prostatis Group LLC | 77,734 | $3.09M | 0.9% | N/A | 0.104% | |
7/24/2025 | Lmcg Investments LLC | 24,915 | $990K | 0.1% | -4.0% | 0.033% | |
7/24/2025 | Acima Private Wealth LLC | 20,615 | $819K | 0.3% | -2.8% | 0.028% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 31,757 | $1.26M | 0.0% | -1.1% | 0.043% | |
7/23/2025 | Vontobel Holding Ltd. | 280,764 | $11.15M | 0.0% | -6.7% | 0.376% | |
7/18/2025 | Truist Financial Corp | 7,559 | $300K | 0.0% | +5.0% | 0.010% | |
7/16/2025 | Signaturefd LLC | 17,885 | $710K | 0.0% | +1.6% | 0.024% | |
7/15/2025 | Retireful LLC | 12,478 | $496K | 0.3% | N/A | 0.016% | |
7/15/2025 | Pictet North America Advisors SA | 132,228 | $5.25M | 0.5% | -12.5% | 0.174% | |
7/10/2025 | Contravisory Investment Management Inc. | 25,697 | $1.02M | 0.2% | +4.7% | 0.034% | |
7/10/2025 | Polianta Ltd | 338,300 | $13.44M | 5.8% | N/A | 0.448% | |
7/8/2025 | Boltwood Capital Management | 12,800 | $508K | 0.1% | +12.3% | 0.017% | |
5/20/2025 | Focus Partners Wealth | 18,388 | $689K | 0.0% | -94.8% | 0.022% | |
5/19/2025 | Jane Street Group LLC | 1,597,495 | $59.86M | 0.0% | +62.2% | 1.897% | |
5/16/2025 | Everstar Asset Management LLC | 4,628 | $173K | 0.0% | N/A | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 8,775,328 | $328.81M | 0.1% | +6.2% | 11.441% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 1,723,320 | $64.57M | 0.3% | +6,770.7% | 2.047% | |
5/16/2025 | NewEdge Advisors LLC | 7,439 | $279K | 0.0% | -36.8% | 0.009% | |
5/16/2025 | Integrated Wealth Concepts LLC | 36,993 | $1.39M | 0.0% | +120.2% | 0.044% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 233,026 | $8.73M | 0.0% | +86.8% | 0.277% | |
5/15/2025 | Royal Bank of Canada | 443,292 | $16.61M | 0.0% | +10.3% | 0.526% | |
5/15/2025 | Graham Capital Management L.P. | 160,969 | $6.03M | 0.1% | N/A | 0.191% | |
5/15/2025 | Ashford Capital Management Inc. | 35,450 | $1.33M | 0.2% | N/A | 0.042% | |
5/15/2025 | Baird Financial Group Inc. | 7,465 | $280K | 0.0% | -18.8% | 0.009% | |
5/15/2025 | OLD Mission Capital LLC | 52,497 | $1.97M | 0.0% | -74.3% | 0.062% | |
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5/15/2025 | Evergreen Capital Management LLC | 38,174 | $1.43M | 0.0% | +12.6% | 0.045% | |
5/15/2025 | GKV Capital Management Co. Inc. | 30,875 | $1.16M | 0.4% | N/A | 0.037% | |
5/14/2025 | CreativeOne Wealth LLC | 6,253 | $234K | 0.0% | N/A | 0.007% | |
5/14/2025 | Jane Street Group LLC | 1,597,495 | $59.86M | 0.0% | +62.2% | 1.897% | |
5/14/2025 | Arizona PSPRS Trust | 12,100 | $453K | 0.0% | -77.6% | 0.014% | |
5/14/2025 | CSM Advisors LLC | 90,287 | $3.38M | 0.2% | -0.7% | 0.107% | |
5/14/2025 | SVB Wealth LLC | 4,600 | $172K | 0.0% | -94.4% | 0.005% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 14,911 | $559K | 0.0% | +135.9% | 0.018% | |
5/14/2025 | Flow Traders U.S. LLC | 1,815,910 | $68.04M | 2.9% | +0.3% | 2.157% | |
5/14/2025 | Tiemann Investment Advisors LLC | 22,035 | $826K | 0.4% | +11.1% | 0.026% | |
5/14/2025 | Partners Capital Investment Group LLP | 140,611 | $5.27M | 0.1% | +45.6% | 0.167% | |
5/14/2025 | PGIM Custom Harvest LLC | 186,008 | $6.97M | 0.2% | +9.2% | 0.221% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 15,294 | $575K | 0.0% | -20.1% | 0.018% | |
5/14/2025 | Hsbc Holdings PLC | 78,440 | $2.94M | 0.0% | +14.9% | 0.093% | |
5/14/2025 | RWA Wealth Partners LLC | 5,587 | $209K | 0.0% | -11.7% | 0.007% | |
5/13/2025 | Cresset Asset Management LLC | 12,019 | $450K | 0.0% | -25.0% | 0.014% | |
5/13/2025 | Global Endowment Management LP | 50,000 | $1.87M | 0.2% | -50.0% | 0.059% | |
5/13/2025 | Finley Financial LLC | 5,040 | $193K | 0.1% | -18.8% | 0.006% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 407,760 | $15.28M | 0.1% | N/A | 0.484% | |
5/13/2025 | GKV Capital Management Co. Inc. | 30,875 | $1.16M | 1.0% | N/A | 0.037% | |
5/13/2025 | Rathbones Group PLC | 345,688 | $12.95M | 0.1% | +20.2% | 0.411% | |
5/13/2025 | HighTower Advisors LLC | 266,887 | $10M | 0.0% | -22.7% | 0.317% | |
5/12/2025 | Invesco Ltd. | 22,659 | $849K | 0.0% | +1.4% | 0.027% | |
5/12/2025 | Simplex Trading LLC | 3,356 | $125K | 0.0% | N/A | 0.004% | |
5/12/2025 | Private Wealth Advisors LLC | 143,254 | $5.37M | 1.9% | +13.8% | 0.170% | |
5/12/2025 | Founders Financial Alliance LLC | 1,325 | $50K | 0.0% | N/A | 0.002% | |
5/9/2025 | Legacy Capital Group California Inc. | 24,302 | $911K | 0.3% | +4.0% | 0.029% | |
5/9/2025 | Acima Private Wealth LLC | 21,209 | $795K | 0.3% | -49.0% | 0.025% | |
5/9/2025 | ABC Arbitrage SA | 32,103 | $1.20M | 0.2% | -74.8% | 0.038% | |
5/9/2025 | Blair William & Co. IL | 8,630 | $323K | 0.0% | -4.8% | 0.010% | |
5/8/2025 | Sun Life Financial Inc. | 55,365 | $2.08M | 0.1% | -79.8% | 0.066% | |
5/7/2025 | LPL Financial LLC | 197,782 | $7.41M | 0.0% | -7.6% | 0.235% | |
5/7/2025 | HB Wealth Management LLC | 30,000 | $1.12M | 0.0% | N/A | 0.036% | |
5/7/2025 | Robinson Value Management Ltd. | 32,059 | $1.20M | 0.8% | -8.3% | 0.038% | |
5/6/2025 | Rothschild & Co Wealth Management UK Ltd | 333,519 | $12.50M | 0.2% | +6.7% | 0.396% | |
5/6/2025 | Assetmark Inc. | 2,762 | $104K | 0.0% | -21.7% | 0.003% | |
5/6/2025 | Mount Lucas Management LP | 21,123 | $791K | 0.3% | +114.1% | 0.025% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 13,376 | $501K | 0.0% | +33.5% | 0.016% | |
5/2/2025 | Graypoint LLC | 6,835 | $256K | 0.0% | -9.7% | 0.008% | |
5/2/2025 | Whittier Trust Co. | 1,000 | $37K | 0.0% | -60.0% | 0.001% | |
4/30/2025 | Trek Financial LLC | 7,825 | $293K | 0.0% | -60.5% | 0.009% | |
4/30/2025 | Valeo Financial Advisors LLC | 5,495 | $206K | 0.0% | N/A | 0.007% | |
4/30/2025 | Brown Advisory Inc. | 84,572 | $3.17M | 0.0% | +2.6% | 0.100% | |
4/30/2025 | Sharper & Granite LLC | 119,376 | $4.47M | 1.8% | -2.7% | 0.142% | |
4/29/2025 | Envestnet Asset Management Inc. | 446,246 | $16.72M | 0.0% | -2.7% | 0.530% | |
4/29/2025 | Bank of New York Mellon Corp | 71,438 | $2.68M | 0.0% | -36.2% | 0.085% | |
4/29/2025 | Wayfinding Financial LLC | 911 | $34K | 0.0% | N/A | 0.001% | |
4/29/2025 | Onyx Bridge Wealth Group LLC | 29,995 | $1.12M | 0.2% | -84.4% | 0.036% | |
4/29/2025 | Values Added Financial LLC | 5,760 | $216K | 0.1% | N/A | 0.007% | |
4/28/2025 | Arlington Trust Co LLC | 3,272 | $123K | 0.0% | N/A | 0.004% | |
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4/28/2025 | LFA Lugano Financial Advisors SA | 13,769 | $516K | 0.4% | +7.8% | 0.016% | |
4/28/2025 | Pictet North America Advisors SA | 151,201 | $5.67M | 0.6% | -53.7% | 0.180% | |
4/28/2025 | Vontobel Holding Ltd. | 301,011 | $11.28M | 0.0% | -2.4% | 0.357% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 19,272 | $724K | 0.0% | +31.1% | 0.023% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 4,814 | $180K | 0.0% | -6.3% | 0.006% | |
4/23/2025 | GHP Investment Advisors Inc. | 179,769 | $6.74M | 0.3% | -6.2% | 0.214% | |
4/23/2025 | Walkner Condon Financial Advisors LLC | 9,048 | $339K | 0.1% | -9.9% | 0.011% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,054 | $489K | 0.0% | N/A | 0.016% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 8,810 | $330K | 0.0% | -69.2% | 0.010% | |
4/18/2025 | Insigneo Advisory Services LLC | 7,380 | $277K | 0.0% | -30.3% | 0.009% | |