8/1/2025 | Solstein Capital LLC | 18,521 | $856K | 0.4% | +36.3% | 0.028% | |
8/1/2025 | Envestnet Asset Management Inc. | 128,705 | $5.95M | 0.0% | -19.4% | 0.194% | |
7/31/2025 | Wealthfront Advisers LLC | 4,989 | $230K | 0.0% | N/A | 0.008% | |
7/31/2025 | Catalyst Capital Advisors LLC | 447,909 | $20.69M | 0.4% | -11.0% | 0.674% | |
7/31/2025 | Asset Management One Co. Ltd. | 1,914,681 | $88.46M | 0.3% | +1.1% | 2.879% | |
7/31/2025 | GenTrust LLC | 418,923 | $19.35M | 0.9% | -24.4% | 0.630% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 26,087 | $1.21M | 0.2% | +22.1% | 0.039% | |
7/30/2025 | Cookson Peirce & Co. Inc. | 6,854 | $317K | 0.0% | -4.0% | 0.010% | |
7/29/2025 | Millburn Ridgefield LLC DE | 447,909 | $20.69M | 0.5% | -11.0% | 0.676% | |
7/29/2025 | Ifrah Financial Services Inc. | 6,038 | $279K | 0.1% | N/A | 0.009% | |
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7/29/2025 | Yoffe Investment Management LLC | 4,869 | $225K | 0.3% | N/A | 0.007% | |
7/28/2025 | Lunt Capital Management Inc. | 4,505 | $208K | 0.1% | -12.2% | 0.007% | |
7/25/2025 | Community Bank N.A. | 15,319 | $708K | 0.1% | -17.8% | 0.023% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 314,413 | $14.53M | 0.0% | -1.3% | 0.474% | |
7/25/2025 | CWM LLC | 2,151 | $99K | 0.0% | +27.1% | 0.003% | |
7/25/2025 | Richardson Financial Services Inc. | 2,890 | $133K | 0.1% | -8.4% | 0.004% | |
7/24/2025 | Lmcg Investments LLC | 82,127 | $3.79M | 0.2% | -5.4% | 0.124% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 34,627 | $1.60M | 0.1% | +1.3% | 0.052% | |
7/23/2025 | Vontobel Holding Ltd. | 14,079 | $650K | 0.0% | -2.1% | 0.021% | |
7/22/2025 | MGO Private Wealth LLC | 36,653 | $1.69M | 1.1% | -10.2% | 0.055% | |
7/22/2025 | Checchi Capital Advisers LLC | 148,698 | $6.87M | 0.4% | +72.5% | 0.223% | |
7/21/2025 | Ascent Group LLC | 5,451 | $252K | 0.0% | -11.0% | 0.008% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 153,900 | $7.11M | 0.0% | -23.5% | 0.231% | |
7/18/2025 | USA Financial Formulas | 20,636 | $953K | 0.2% | N/A | 0.031% | |
7/18/2025 | Institute for Wealth Management LLC. | 4,654 | $215K | 0.0% | N/A | 0.007% | |
7/18/2025 | Brueske Advisory Services LLC | 22,009 | $1.02M | 0.7% | N/A | 0.033% | |
7/18/2025 | Truist Financial Corp | 104,843 | $4.84M | 0.0% | -0.9% | 0.157% | |
7/18/2025 | Donald L. Hagan LLC | 5,017 | $232K | 0.1% | -14.9% | 0.008% | |
7/16/2025 | TRU Independence Asset Management 2 LLC | 10,261 | $474K | 0.3% | +8.7% | 0.015% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 53,180 | $2.46M | 0.8% | N/A | 0.080% | |
7/16/2025 | Dakota Wealth Management | 8,720 | $403K | 0.0% | +40.1% | 0.013% | |
7/15/2025 | Pictet North America Advisors SA | 12,247 | $566K | 0.1% | +2.4% | 0.018% | |
7/15/2025 | Christensen King & Associates Investment Services Inc. | 6,288 | $291K | 0.1% | -4.9% | 0.009% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 10,825 | $505K | 0.0% | +33.6% | 0.016% | |
7/10/2025 | Wedmont Private Capital | 4,558 | $210K | 0.0% | N/A | 0.007% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 17,254 | $797K | 0.0% | -4.5% | 0.026% | |
7/8/2025 | Boltwood Capital Management | 5,625 | $260K | 0.1% | -9.6% | 0.008% | |
7/3/2025 | Stairway Partners LLC | 849,678 | $39.26M | 2.2% | -0.3% | 1.347% | |
5/28/2025 | Strs Ohio | 839,600 | $34.21M | 0.1% | N/A | 1.331% | |
5/28/2025 | Turn8 Private Wealth Inc. | 8,679 | $354K | 0.3% | +67.5% | 0.014% | |
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5/21/2025 | Acadian Asset Management LLC | 42,084 | $1.71M | 0.0% | +16.5% | 0.067% | |
5/16/2025 | Ascent Group LLC | 6,122 | $249K | 0.0% | -4.0% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 1,534,679 | $62.54M | 0.0% | +1.4% | 2.291% | |
5/16/2025 | New Vernon Capital Holdings II LLC | 4,121,700 | $167.96M | 0.8% | +5,813.7% | 6.440% | |
5/16/2025 | Integrated Wealth Concepts LLC | 6,934 | $283K | 0.0% | -77.5% | 0.011% | |
5/16/2025 | Concentric Capital Strategies LP | 128,675 | $5.24M | 0.5% | N/A | 0.201% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 89,927 | $3.67M | 0.0% | -1.6% | 0.141% | |
5/15/2025 | EP Wealth Advisors LLC | 3,171 | $129K | 0.0% | N/A | 0.005% | |
5/15/2025 | Obsido Oy | 44,846 | $1.83M | 1.6% | N/A | 0.070% | |
5/15/2025 | Royal Bank of Canada | 1,476,200 | $60.16M | 0.0% | -21.2% | 2.307% | |
5/15/2025 | MAI Capital Management | 2,228 | $91K | 0.0% | +266.4% | 0.003% | |
5/15/2025 | State of Wyoming | 119,011 | $4.85M | 0.6% | -2.8% | 0.186% | |
5/15/2025 | BNP Paribas Financial Markets | 1,468,325 | $59.83M | 0.0% | +317.4% | 2.294% | |
5/14/2025 | Comerica Bank | 11,320 | $461K | 0.0% | -2.5% | 0.018% | |
5/14/2025 | 1832 Asset Management L.P. | 24,214 | $987K | 0.0% | -26.9% | 0.038% | |
5/14/2025 | PGIM Custom Harvest LLC | 133,911 | $5.46M | 0.1% | +3.9% | 0.209% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 15,696 | $640K | 0.0% | -4.5% | 0.025% | |
5/14/2025 | Capital Fund Management S.A. | 117,320 | $4.78M | 0.0% | +618.9% | 0.183% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 71,506 | $2.92M | 0.0% | -15.9% | 0.112% | |
5/14/2025 | Hsbc Holdings PLC | 173,187 | $7.06M | 0.0% | -0.3% | 0.271% | |
5/14/2025 | RWA Wealth Partners LLC | 24,155 | $984K | 0.0% | N/A | 0.038% | |
5/14/2025 | Wellington Management Group LLP | 12,106 | $493K | 0.0% | -11.2% | 0.019% | |
5/14/2025 | Korea Investment CORP | 1,663,100 | $67.77M | 0.2% | +52.1% | 2.599% | |
5/13/2025 | Cresset Asset Management LLC | 10,478 | $427K | 0.0% | N/A | 0.016% | |
5/13/2025 | Cookson Peirce & Co. Inc. | 7,139 | $291K | 0.0% | -3.8% | 0.011% | |
5/13/2025 | Russell Investments Group Ltd. | 80,593 | $3.28M | 0.0% | +4.8% | 0.126% | |
5/13/2025 | HighTower Advisors LLC | 394,513 | $16.08M | 0.0% | -11.1% | 0.616% | |
5/12/2025 | Nuveen LLC | 573,130 | $23.36M | 0.0% | N/A | 0.896% | |
5/12/2025 | Lockheed Martin Investment Management Co. | 134,800 | $5.49M | 0.2% | -41.8% | 0.211% | |
5/12/2025 | JPMorgan Chase & Co. | 13,763,153 | $560.85M | 0.0% | -5.1% | 21.505% | |
5/12/2025 | National Bank of Canada FI | 30,720 | $1.26M | 0.0% | -84.8% | 0.048% | |
5/9/2025 | iA Global Asset Management Inc. | 11,481 | $468K | 0.0% | +4.7% | 0.018% | |
5/9/2025 | Blair William & Co. IL | 37,361 | $1.52M | 0.0% | -7.3% | 0.058% | |
5/9/2025 | Cumberland Advisors Inc. | 53,570 | $2.18M | 1.0% | -1.7% | 0.084% | |
5/9/2025 | Scotia Capital Inc. | 127,560 | $5.20M | 0.0% | +195.4% | 0.199% | |
5/9/2025 | Palisades Hudson Asset Management L.P. | 35,290 | $1.44M | 0.7% | -2.5% | 0.055% | |
5/9/2025 | Banco Santander S.A. | 17,315 | $706K | 0.0% | N/A | 0.027% | |
5/9/2025 | PNC Financial Services Group Inc. | 89,455 | $3.65M | 0.0% | +0.6% | 0.140% | |
5/8/2025 | US Bancorp DE | 5,286 | $215K | 0.0% | -4.7% | 0.008% | |
5/8/2025 | Eastern Bank | 2,509 | $102K | 0.0% | -75.0% | 0.004% | |
5/8/2025 | Banque Cantonale Vaudoise | 1,193 | $49K | 0.0% | N/A | 0.002% | |
5/7/2025 | Sunpointe LLC | 4,912 | $200K | 0.1% | N/A | 0.008% | |
5/7/2025 | Ameraudi Asset Management Inc. | 58,427 | $2.38M | 1.4% | -18.2% | 0.091% | |
5/7/2025 | LPL Financial LLC | 454,282 | $18.51M | 0.0% | -5.9% | 0.710% | |
5/7/2025 | BlueStem Wealth Partners LLC | 72,523 | $2.96M | 0.4% | +5.2% | 0.113% | |
5/7/2025 | Nvwm LLC | 13,142 | $536K | 0.1% | -8.5% | 0.021% | |
5/6/2025 | Moneda S.A. Administradora General de Fondos | 47,090 | $1.92M | 2.1% | +5.6% | 0.074% | |
5/6/2025 | Assetmark Inc. | 1,575,218 | $64.19M | 0.2% | 0.0% | 2.461% | |
5/6/2025 | Cetera Investment Advisers | 68,234 | $2.78M | 0.0% | -24.5% | 0.107% | |
5/6/2025 | Strategic Financial Partners Ltd. | 31,740 | $1.29M | 0.7% | -23.3% | 0.050% | |
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5/6/2025 | Richardson Financial Services Inc. | 3,154 | $129K | 0.1% | -17.5% | 0.005% | |
5/6/2025 | Sage Advisory Services Ltd.Co. | 40,330 | $1.64M | 1.0% | -58.8% | 0.063% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 4,320 | $176K | 0.0% | -63.9% | 0.007% | |
5/6/2025 | Guidance Capital Inc. | 14,831 | $635K | 0.2% | +81.9% | 0.023% | |
5/6/2025 | Choreo LLC | 5,589 | $228K | 0.0% | -34.9% | 0.009% | |
5/5/2025 | Allianz Asset Management GmbH | 213,739 | $8.71M | 0.0% | N/A | 0.334% | |
5/5/2025 | IFP Advisors Inc | 2,371 | $97K | 0.0% | -17.5% | 0.004% | |
5/5/2025 | Calton & Associates Inc. | 3,194 | $130K | 0.0% | -81.9% | 0.005% | |
5/2/2025 | Victory Capital Management Inc. | 502,069 | $20.46M | 0.0% | -43.7% | 0.784% | |
5/2/2025 | Dakota Wealth Management | 6,225 | $254K | 0.0% | N/A | 0.010% | |