11/18/2024 | Rehmann Capital Advisory Group | 2,378 | $373K | 0.0% | +4.1% | 0.010% | |
11/18/2024 | TD Private Client Wealth LLC | 8,000 | $1.26M | 0.0% | +125.3% | 0.034% | |
11/18/2024 | Sunbelt Securities Inc. | 173 | $27K | 0.0% | N/A | 0.001% | |
11/18/2024 | JDM Financial Group LLC | 2,015 | $316K | 0.2% | -34.9% | 0.009% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 408 | $64K | 0.0% | +24.8% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 4,621 | $725K | 0.0% | +31.8% | 0.020% | |
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11/15/2024 | Insigneo Advisory Services LLC | 2,275 | $357K | 0.0% | N/A | 0.010% | |
11/15/2024 | Jane Street Group LLC | 34,708 | $5.45M | 0.0% | -94.0% | 0.147% | |
11/15/2024 | SYM FINANCIAL Corp | 788 | $124K | 0.0% | +56.7% | 0.003% | |
11/15/2024 | Arizona PSPRS Trust | 127,030 | $19.93M | 0.8% | N/A | 0.538% | |
11/14/2024 | Caisse DE Depot ET Placement DU Quebec | 1,590 | $249K | 0.0% | N/A | 0.007% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 16,700 | $2.62M | 0.0% | +56.1% | 0.071% | |
11/14/2024 | BBR Partners LLC | 23,412 | $3.67M | 0.3% | -1.8% | 0.099% | |
11/13/2024 | BNP Paribas Financial Markets | 1,627 | $255K | 0.0% | -94.3% | 0.007% | |
11/13/2024 | Bank of Montreal Can | 139,810 | $21.90M | 0.0% | -21.5% | 0.592% | |
11/13/2024 | Private Trust Co. NA | 238 | $37K | 0.0% | -29.6% | 0.001% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 4,400 | $690K | 0.1% | N/A | 0.019% | |
11/12/2024 | Nwam LLC | 2,802 | $440K | 0.0% | N/A | 0.012% | |
11/12/2024 | Activest Wealth Management | 280 | $44K | 0.0% | N/A | 0.001% | |
11/12/2024 | Banco Santander S.A. | 168,842 | $26.49M | 0.3% | +27.4% | 0.715% | |
11/8/2024 | Avior Wealth Management LLC | 7,748 | $1.22M | 0.0% | -10.9% | 0.033% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 6,423 | $1.01M | 0.7% | N/A | 0.027% | |
11/7/2024 | Claro Advisors LLC | 1,411 | $221K | 0.0% | N/A | 0.006% | |
11/6/2024 | Archer Investment Corp | 203 | $32K | 0.0% | +97.1% | 0.001% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 1,300 | $204K | 0.0% | N/A | 0.006% | |
11/6/2024 | BluePointe Capital Management LLC | 35,792 | $5.62M | 3.6% | -2.1% | 0.152% | |
11/6/2024 | Arjuna Capital | 5,913 | $928K | 0.2% | N/A | 0.025% | |
11/5/2024 | Victory Capital Management Inc. | 17,324 | $2.72M | 0.0% | +246.9% | 0.073% | |
11/4/2024 | Beam Wealth Advisors Inc. | 26,529 | $4.16M | 1.3% | +2.4% | 0.112% | |
10/31/2024 | Principal Financial Group Inc. | 109,597 | $17.20M | 0.0% | +146.9% | 0.464% | |
10/31/2024 | Family Asset Management LLC | 12,922 | $2.03M | 1.2% | -1.4% | 0.055% | |
10/29/2024 | Ground Swell Capital LLC | 1,679 | $263K | 0.2% | N/A | 0.007% | |
10/29/2024 | Angeles Wealth Management LLC | 119,362 | $18.73M | 1.6% | -0.9% | 0.506% | |
10/29/2024 | Empire Life Investments Inc. | 106,700 | $16.74M | 1.0% | -12.5% | 0.452% | |
10/28/2024 | Focus Financial Network Inc. | 3,684 | $578K | 0.0% | +91.9% | 0.016% | |
10/24/2024 | J.W. Cole Advisors Inc. | 1,806 | $283K | 0.0% | -24.7% | 0.008% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 146,524 | $22.95M | 0.1% | +54.0% | 0.621% | |
10/22/2024 | BLB&B Advisors LLC | 2,242 | $352K | 0.0% | N/A | 0.010% | |
10/22/2024 | Pictet North America Advisors SA | 62,460 | $9.80M | 1.0% | +2.0% | 0.265% | |
10/18/2024 | Raymond James & Associates | 22,367 | $3.51M | 0.0% | -0.8% | 0.095% | |
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10/18/2024 | Stratos Wealth Advisors LLC | 1,543 | $242K | 0.0% | +13.7% | 0.007% | |
10/17/2024 | Claro Advisors LLC | 107,165 | $16.82M | 1.6% | N/A | 0.454% | |
10/17/2024 | CHB Investment Group LLC | 2,628 | $412K | 0.2% | N/A | 0.011% | |
10/17/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 682,092 | $107.03M | 1.2% | -5.8% | 2.890% | |
10/16/2024 | Bleakley Financial Group LLC | 54,461 | $8.55M | 0.3% | -2.0% | 0.231% | |
10/16/2024 | Vontobel Holding Ltd. | 16,754 | $2.63M | 0.0% | +10.1% | 0.071% | |
10/16/2024 | Tsfg LLC | 505 | $79K | 0.0% | N/A | 0.002% | |
10/16/2024 | Investments & Financial Planning LLC | 47,563 | $7.46M | 4.7% | +1.2% | 0.202% | |
10/15/2024 | Magnus Financial Group LLC | 2,119 | $332K | 0.0% | N/A | 0.009% | |
10/11/2024 | CX Institutional | 6,326 | $993K | 0.0% | -98.1% | 0.027% | |
10/11/2024 | Compagnie Lombard Odier SCmA | 20,886 | $3.28M | 0.1% | +43.6% | 0.089% | |
10/10/2024 | Retirement Planning Group LLC | 7,492 | $1.18M | 0.1% | -1.8% | 0.032% | |
10/9/2024 | Beaumont Financial Advisors LLC | 2,110 | $331K | 0.0% | -12.4% | 0.009% | |
10/8/2024 | Evensky & Katz LLC | 281,756 | $44.21M | 2.9% | +1.1% | 1.194% | |
10/8/2024 | Atomi Financial Group Inc. | 4,992 | $783K | 0.0% | +7.3% | 0.021% | |
10/3/2024 | SG Americas Securities LLC | 3,107 | $488K | 0.0% | +31.4% | 0.013% | |
9/5/2024 | Sanctuary Advisors LLC | 3,586 | $505K | 0.0% | N/A | 0.015% | |
8/22/2024 | Cetera Investment Advisers | 20,612 | $3.04M | 0.0% | -3.7% | 0.087% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 19,697 | $2.91M | 0.0% | +1.3% | 0.083% | |
8/16/2024 | Texas Capital Bank Wealth Management Services Inc | 4,744 | $700K | 0.1% | -25.7% | 0.020% | |
8/15/2024 | Mackenzie Financial Corp | 6,319 | $932K | 0.0% | -65.4% | 0.027% | |
8/15/2024 | AlTi Global Inc. | 6,255 | $923K | 0.0% | -1.4% | 0.027% | |
8/14/2024 | Squarepoint Ops LLC | 4,343 | $641K | 0.0% | N/A | 0.018% | |
8/14/2024 | Bank of Montreal Can | 178,003 | $26.33M | 0.0% | +135.7% | 0.754% | |
8/14/2024 | DRW Securities LLC | 9,213 | $1.36M | 0.1% | +265.3% | 0.039% | |
8/12/2024 | Blair William & Co. IL | 6,254 | $922K | 0.0% | +2.5% | 0.027% | |
8/9/2024 | Renaissance Technologies LLC | 29,500 | $4.35M | 0.0% | +1,129.2% | 0.125% | |
8/9/2024 | ICA Group Wealth Management LLC | 20,552 | $3.03M | 1.8% | +8.7% | 0.087% | |
8/8/2024 | Envestnet Asset Management Inc. | 94,962 | $14.01M | 0.0% | +11.2% | 0.402% | |
8/8/2024 | Wealthgarden F.S. LLC | 1,638 | $242K | 0.3% | N/A | 0.007% | |
8/8/2024 | Barings LLC | 293,582 | $43.30M | 1.0% | +8.9% | 1.244% | |
8/7/2024 | Angeles Wealth Management LLC | 120,427 | $17.76M | 1.7% | -10.1% | 0.510% | |
8/7/2024 | Beam Wealth Advisors Inc. | 25,899 | $3.82M | 1.2% | -2.9% | 0.110% | |
8/7/2024 | Prudential PLC | 662,530 | $97.72M | 0.7% | -2.4% | 2.807% | |
8/6/2024 | Ausdal Financial Partners Inc. | 4,996 | $737K | 0.1% | -6.2% | 0.021% | |
8/5/2024 | BBR Partners LLC | 23,844 | $3.52M | 0.3% | -21.3% | 0.101% | |
8/3/2024 | National Bank of Canada FI | 189 | $28K | 0.0% | +73.4% | 0.001% | |
8/2/2024 | Fiduciary Family Office LLC | 2,852 | $421K | 0.2% | N/A | 0.012% | |
8/1/2024 | Family Asset Management LLC | 13,099 | $1.93M | 1.2% | +22.8% | 0.056% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,146 | $3.41M | 0.0% | -29.4% | 0.098% | |
7/30/2024 | Sumitomo Mitsui DS Asset Management Company Ltd | 724,332 | $106.83M | 1.3% | -4.2% | 3.069% | |
7/29/2024 | Main Street Research LLC | 14,490 | $2.14M | 0.1% | -3.1% | 0.061% | |
7/29/2024 | Stelac Advisory Services LLC | 2,124 | $313K | 0.1% | N/A | 0.009% | |
7/29/2024 | Principal Financial Group Inc. | 44,390 | $6.55M | 0.0% | -70.7% | 0.188% | |
7/29/2024 | Banco Santander S.A. | 132,542 | $19.55M | 0.2% | +28.8% | 0.562% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 11,283 | $1.66M | 0.0% | -4.2% | 0.048% | |
7/26/2024 | Atomi Financial Group Inc. | 4,652 | $686K | 0.1% | +17.3% | 0.020% | |
7/26/2024 | Evensky & Katz LLC | 278,825 | $41.12M | 2.9% | +1.2% | 1.181% | |
7/26/2024 | Bank of New York Mellon Corp | 2,086 | $308K | 0.0% | +20.3% | 0.009% | |
7/25/2024 | Banque Pictet & Cie SA | 28,550 | $4.21M | 0.0% | -0.5% | 0.121% | |
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7/25/2024 | Pictet North America Advisors SA | 61,227 | $9.03M | 1.0% | N/A | 0.259% | |
7/19/2024 | Raymond James & Associates | 22,541 | $3.33M | 0.0% | +14.0% | 0.096% | |
7/18/2024 | Investments & Financial Planning LLC | 46,997 | $6.93M | 4.7% | +2.5% | 0.199% | |
7/18/2024 | Lorne Steinberg Wealth Management Inc. | 3,315 | $489K | 0.2% | +5.8% | 0.014% | |
7/17/2024 | Arlington Financial Advisors LLC | 4,109 | $606K | 0.1% | +1.9% | 0.017% | |
7/16/2024 | Great Valley Advisor Group Inc. | 7,586 | $1.12M | 0.0% | -1.0% | 0.032% | |
7/15/2024 | Fifth Third Securities Inc. | 24,348 | $3.59M | 0.3% | -2.2% | 0.103% | |
7/13/2024 | Retirement Planning Group LLC | 7,630 | $1.13M | 0.1% | -13.7% | 0.032% | |
7/12/2024 | SG Americas Securities LLC | 2,364 | $349K | 0.0% | -47.1% | 0.010% | |
7/11/2024 | WBH Advisory Inc. | 11,859 | $1.75M | 0.2% | +3.8% | 0.050% | |