5/2/2025 | Bridgewater Advisors Inc. | 3,748 | $332K | 0.0% | N/A | 0.009% | |
5/2/2025 | Leo Wealth LLC | 91,978 | $8.39M | 1.2% | +31.8% | 0.210% | |
5/2/2025 | Slow Capital Inc. | 13,546 | $1.24M | 0.2% | -16.2% | 0.031% | |
5/1/2025 | ELCO Management Co. LLC | 6,909 | $630K | 0.3% | -6.7% | 0.016% | |
5/1/2025 | CWM LLC | 10,157 | $926K | 0.0% | +2.6% | 0.023% | |
5/1/2025 | Mathes Company Inc. | 2,750 | $251K | 0.1% | -30.4% | 0.006% | |
5/1/2025 | Family Firm Inc. | 21,426 | $1.95M | 0.4% | +2.3% | 0.049% | |
5/1/2025 | Barry Investment Advisors LLC | 4,843 | $442K | 0.1% | -11.9% | 0.011% | |
4/30/2025 | Clarity Wealth Advisors LLC | 38,910 | $3.55M | 1.0% | -10.5% | 0.089% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 320 | $29K | 0.0% | N/A | 0.001% | |
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4/30/2025 | New Insight Wealth Advisors | 7,278 | $664K | 0.3% | -26.6% | 0.017% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 4,300 | $392K | 0.0% | -6.1% | 0.010% | |
4/29/2025 | Richard Bernstein Advisors LLC | 1,216,879 | $110.98M | 2.7% | -3.2% | 2.785% | |
4/29/2025 | Envestnet Asset Management Inc. | 223,659 | $20.40M | 0.0% | -3.9% | 0.512% | |
4/29/2025 | Investor s Fiduciary Advisor Network LLC | 4,955 | $451K | 0.2% | +49.2% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 12,527 | $1.14M | 0.0% | -88.0% | 0.029% | |
4/29/2025 | Brookstone Capital Management | 20,103 | $1.83M | 0.0% | +4.2% | 0.046% | |
4/29/2025 | OneDigital Investment Advisors LLC | 8,422 | $768K | 0.0% | -35.2% | 0.019% | |
4/28/2025 | Money Design Co. Ltd. | 66,423 | $6.06M | 0.3% | -6.5% | 0.152% | |
4/25/2025 | Avidian Wealth Enterprises LLC | 10,000 | $912K | 0.0% | +4.1% | 0.023% | |
4/24/2025 | Patron Partners LLC | 4,898 | $447K | 0.2% | -8.2% | 0.011% | |
4/24/2025 | Transcend Capital Advisors LLC | 17,588 | $1.60M | 0.1% | -3.5% | 0.040% | |
4/23/2025 | Sequoia Financial Advisors LLC | 10,636 | $970K | 0.0% | -2.1% | 0.024% | |
4/23/2025 | Bessemer Group Inc. | 2,098 | $192K | 0.0% | -23.7% | 0.005% | |
4/23/2025 | Spire Wealth Management | 17,737 | $1.62M | 0.1% | -2.5% | 0.041% | |
4/23/2025 | Sava Infond d.o.o. | 8,500 | $775K | 0.1% | -12.9% | 0.019% | |
4/23/2025 | Valmark Advisers Inc. | 2,306 | $210K | 0.0% | N/A | 0.005% | |
4/21/2025 | Blue Trust Inc. | 4,023 | $367K | 0.0% | +207.3% | 0.009% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,267 | $207K | 0.0% | -56.8% | 0.005% | |
4/17/2025 | Janney Montgomery Scott LLC | 36,614 | $3.34M | 0.0% | -7.9% | 0.084% | |
4/17/2025 | Access Financial Services Inc. | 24,851 | $2.27M | 0.9% | N/A | 0.057% | |
4/17/2025 | Partners Wealth Management LLC | 10,547 | $962K | 1.1% | -3.3% | 0.024% | |
4/16/2025 | Opal Wealth Advisors LLC | 1,149 | $105K | 0.0% | N/A | 0.003% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 4,447 | $406K | 0.0% | -27.7% | 0.010% | |
4/16/2025 | Union Bancaire Privee UBP SA | 1,750 | $159K | 0.0% | -60.7% | 0.004% | |
4/15/2025 | CX Institutional | 346 | $32K | 0.0% | N/A | 0.001% | |
4/15/2025 | Ipsen Advisor Group LLC | 11,352 | $1.04M | 0.9% | +4.5% | 0.026% | |
4/14/2025 | Farther Finance Advisors LLC | 698 | $63K | 0.0% | +229.2% | 0.002% | |
4/14/2025 | Courier Capital LLC | 6,221 | $567K | 0.0% | +16.6% | 0.014% | |
4/14/2025 | Park Avenue Securities LLC | 20,841 | $1.90M | 0.0% | +11.3% | 0.048% | |
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4/2/2025 | Marotta Asset Management | 23,316 | $2.29M | 0.5% | +3.3% | 0.053% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 6,154 | $529K | 0.0% | +16.7% | 0.014% | |
2/26/2025 | LM Advisors LLC | 3,168 | $272K | 0.0% | N/A | 0.007% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 9,157 | $787K | 0.0% | +3.1% | 0.021% | |
2/24/2025 | Ameriflex Group Inc. | 408 | $37K | 0.0% | N/A | 0.001% | |
2/21/2025 | Vermillion Wealth Management Inc. | 348 | $30K | 0.0% | N/A | 0.001% | |
2/19/2025 | WCG Wealth Advisors LLC | 23,171 | $1.99M | 0.1% | +3.4% | 0.054% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 6,485 | $558K | 0.2% | -4.8% | 0.015% | |
2/17/2025 | Snowden Capital Advisors LLC | 14,709 | $1.27M | 0.0% | -3.1% | 0.034% | |
2/17/2025 | Royal Bank of Canada | 253,360 | $21.78M | 0.0% | -0.1% | 0.585% | |
2/17/2025 | Millennium Management LLC | 4,024 | $346K | 0.0% | N/A | 0.009% | |
2/17/2025 | Investor s Fiduciary Advisor Network LLC | 3,320 | $285K | 0.1% | N/A | 0.008% | |
2/17/2025 | Ground Swell Capital LLC | 4,017 | $345K | 0.5% | N/A | 0.009% | |
2/17/2025 | Focus Partners Wealth | 4,565 | $393K | 0.0% | -94.5% | 0.011% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 9,644 | $829K | 0.0% | +168.7% | 0.022% | |
2/17/2025 | Cresset Asset Management LLC | 19,332 | $1.66M | 0.0% | -22.1% | 0.045% | |
2/17/2025 | Cetera Investment Advisers | 35,538 | $3.06M | 0.0% | -7.7% | 0.082% | |
2/17/2025 | Captrust Financial Advisors | 12,844 | $1.10M | 0.0% | -1.4% | 0.030% | |
2/17/2025 | Cary Street Partners Financial LLC | 4,229 | $364K | 0.0% | N/A | 0.010% | |
2/17/2025 | Bank of America Corp DE | 2,556,881 | $219.82M | 0.0% | -2.9% | 5.905% | |
2/17/2025 | Ameriprise Financial Inc. | 24,373 | $2.10M | 0.0% | -19.2% | 0.056% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 15,587 | $1.34M | 0.0% | -8.4% | 0.036% | |
2/14/2025 | Jane Street Group LLC | 277,727 | $23.88M | 0.0% | +133.2% | 0.641% | |
2/14/2025 | Comerica Bank | 5,757 | $495K | 0.0% | -8.4% | 0.013% | |
2/14/2025 | Northern Trust Corp | 2,890 | $248K | 0.0% | +5.4% | 0.007% | |
2/14/2025 | Integrated Wealth Concepts LLC | 9,494 | $816K | 0.0% | -43.4% | 0.022% | |
2/14/2025 | J. Safra Sarasin Holding AG | 10,939 | $940K | 0.0% | -55.3% | 0.025% | |
2/14/2025 | Stifel Financial Corp | 14,970 | $1.29M | 0.0% | -2.6% | 0.035% | |
2/14/2025 | OneDigital Investment Advisors LLC | 12,998 | $1.12M | 0.0% | -33.9% | 0.030% | |
2/14/2025 | TD Waterhouse Canada Inc. | 6,405 | $550K | 0.0% | +9.3% | 0.015% | |
2/14/2025 | Transatlantique Private Wealth LLC | 32,484 | $2.79M | 1.1% | +7.5% | 0.075% | |
2/14/2025 | Concourse Financial Group Securities Inc. | 725 | $64K | 0.0% | -32.5% | 0.002% | |
2/13/2025 | Marshall Wace LLP | 27,328 | $2.35M | 0.0% | +39.6% | 0.063% | |
2/13/2025 | Anchor Investment Management LLC | 7,523 | $647K | 0.1% | -3.9% | 0.017% | |
2/13/2025 | Mariner LLC | 5,872 | $505K | 0.0% | +50.9% | 0.014% | |
2/13/2025 | Barclays PLC | 115,760 | $9.95M | 0.0% | -0.4% | 0.267% | |
2/13/2025 | Tiller Private Wealth Inc. | 4,110 | $353K | 0.1% | +64.4% | 0.009% | |
2/13/2025 | Rockefeller Capital Management L.P. | 41,326 | $3.55M | 0.0% | +25.6% | 0.095% | |
2/13/2025 | Scotia Capital Inc. | 23,832 | $2.05M | 0.0% | -1.4% | 0.055% | |
2/13/2025 | Phoenix Financial Ltd. | 1,199,419 | $103.11M | 1.4% | -0.1% | 2.770% | |
2/13/2025 | ELCO Management Co. LLC | 7,409 | $637K | 0.3% | -7.8% | 0.017% | |
2/13/2025 | FIL Ltd | 50,614 | $4.35M | 0.0% | +3.3% | 0.117% | |
2/13/2025 | Rathbones Group PLC | 19,024 | $1.64M | 0.0% | +494.3% | 0.044% | |
2/13/2025 | Bank of Montreal Can | 113,070 | $9.72M | 0.0% | +11.2% | 0.261% | |
2/13/2025 | Cerity Partners LLC | 4,836 | $416K | 0.0% | N/A | 0.011% | |
2/13/2025 | Envestnet Asset Management Inc. | 232,648 | $20.00M | 0.0% | -4.9% | 0.537% | |
2/13/2025 | Pilgrim Partners Asia Pte Ltd | 3,600 | $309K | 0.3% | N/A | 0.008% | |
2/13/2025 | Wells Fargo & Company MN | 242,755 | $20.87M | 0.0% | +38.8% | 0.561% | |
2/12/2025 | Arete Wealth Advisors LLC | 30,316 | $2.61M | 0.2% | +56.5% | 0.070% | |
2/12/2025 | Front Row Advisors LLC | 2,289 | $197K | 0.1% | -6.0% | 0.005% | |
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2/12/2025 | National Bank of Canada FI | 7,268 | $625K | 0.0% | -44.6% | 0.017% | |
2/12/2025 | Meridian Investment Counsel Inc. | 11,719 | $1.01M | 0.3% | -2.5% | 0.027% | |
2/12/2025 | LM Advisors LLC | 3,168 | $272K | 0.0% | N/A | 0.007% | |
2/12/2025 | Sava Infond d.o.o. | 9,760 | $839K | 0.1% | N/A | 0.023% | |
2/12/2025 | JPMorgan Chase & Co. | 569,525 | $48.96M | 0.0% | -8.7% | 1.315% | |
2/12/2025 | Ipsen Advisor Group LLC | 10,859 | $934K | 0.8% | N/A | 0.025% | |
2/11/2025 | Lynx Investment Advisory | 3,063 | $263K | 0.2% | +4.6% | 0.007% | |
2/11/2025 | Interchange Capital Partners LLC | 5,625 | $484K | 0.2% | -6.3% | 0.013% | |
2/11/2025 | Community Bank N.A. | 393 | $34K | 0.0% | -98.1% | 0.001% | |
2/11/2025 | LPL Financial LLC | 145,761 | $12.53M | 0.0% | +2.5% | 0.337% | |