4/27/2024 | Millburn Ridgefield Corp | 484,989 | $23.09M | 0.6% | +3.7% | 2.192% | |
4/26/2024 | First Personal Financial Services | 190,076 | $9.05M | 2.1% | +5.8% | 0.859% | |
4/23/2024 | Global Retirement Partners LLC | 5,770 | $275K | 0.0% | -7.3% | 0.026% | |
4/19/2024 | GenTrust LLC | 22,410 | $1.07M | 0.1% | -7.2% | 0.082% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,041,332 | $49.57M | 0.1% | -1.1% | 3.821% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 14,134 | $673K | 0.3% | +6.3% | 0.052% | |
|
4/11/2024 | Contravisory Investment Management Inc. | 15,250 | $726K | 0.2% | -3.1% | 0.056% | |
4/10/2024 | Banque Cantonale Vaudoise | 16,902 | $805K | 0.0% | -2.0% | 0.062% | |
4/10/2024 | Polianta Ltd | 302,700 | $14.41M | 7.0% | N/A | 1.111% | |
4/2/2024 | Marotta Asset Management | 12,878 | $613K | 0.1% | -8.3% | 0.047% | |
3/22/2024 | PNC Financial Services Group Inc. | 23,426 | $1.13M | 0.0% | -5.6% | 0.086% | |
3/5/2024 | Fisher Asset Management LLC | 53,045 | $2.56M | 0.0% | +84.3% | 0.195% | |
3/4/2024 | Richardson Financial Services Inc. | 12,218 | $590K | 0.5% | N/A | 0.045% | |
2/26/2024 | Syon Capital LLC | 158,277 | $7.64M | 0.7% | -38.3% | 0.581% | |
2/14/2024 | EHP Funds Inc. | 11,000 | $531K | 0.2% | N/A | 0.040% | |
2/14/2024 | Connectus Wealth LLC | 4,985 | $241K | 0.0% | +7.7% | 0.018% | |
2/13/2024 | 1607 Capital Partners LLC | 1,335,558 | $64.47M | 4.5% | +4.9% | 4.901% | |
2/12/2024 | Innealta Capital LLC | 60,752 | $2.93M | 1.3% | -0.5% | 0.223% | |
2/12/2024 | TD Asset Management Inc | 802,295 | $38.73M | 0.0% | -42.4% | 2.944% | |
2/12/2024 | Proquility Private Wealth Partners LLC | 34,016 | $1.64M | 0.6% | -44.9% | 0.125% | |
2/12/2024 | Hsbc Holdings PLC | 25,506 | $1.23M | 0.0% | -26.0% | 0.094% | |
2/12/2024 | Hudson Value Partners LLC | 9,436 | $455K | 0.2% | +11.1% | 0.035% | |
2/9/2024 | Assetmark Inc. | 860,849 | $41.55M | 0.2% | -1.3% | 3.159% | |
2/9/2024 | Trexquant Investment LP | 7,816 | $377K | 0.0% | N/A | 0.029% | |
2/9/2024 | Corient Private Wealth LLC | 11,634 | $562K | 0.0% | +23.1% | 0.043% | |
2/9/2024 | UBS Group AG | 285,108 | $13.76M | 0.0% | +8.9% | 1.046% | |
2/9/2024 | PNC Financial Services Group Inc. | 23,426 | $1.13M | 0.0% | -5.6% | 0.086% | |
2/8/2024 | Legacy Capital Group California Inc. | 15,561 | $751K | 0.3% | +6.4% | 0.057% | |
2/7/2024 | Mount Lucas Management LP | 15,330 | $740K | 0.2% | +34.5% | 0.056% | |
2/6/2024 | Idaho Trust Bank | 36,956 | $1.78M | 1.0% | +4.4% | 0.136% | |
2/6/2024 | Ifrah Financial Services Inc. | 4,966 | $240K | 0.1% | -5.1% | 0.018% | |
2/6/2024 | Millburn Ridgefield Corp | 467,504 | $22.57M | 0.7% | -12.5% | 1.716% | |
2/6/2024 | Fisher Asset Management LLC | 53,045 | $2.56M | 0.0% | +84.3% | 0.195% | |
2/5/2024 | Unique Wealth Strategies LLC | 4,601 | $222K | 0.1% | N/A | 0.017% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 445,217 | $21.49M | 0.1% | +0.6% | 1.634% | |
2/2/2024 | Syon Capital LLC | 158,277 | $7.64M | 0.5% | -38.3% | 0.581% | |
2/2/2024 | Atria Wealth Solutions Inc. | 16,597 | $801K | 0.0% | -14.0% | 0.061% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 73,952 | $3.57M | 0.4% | +8,449.4% | 0.271% | |
1/30/2024 | Vontobel Holding Ltd. | 678,390 | $32.75M | 0.2% | -0.2% | 2.490% | |
1/29/2024 | First Personal Financial Services | 179,711 | $8.68M | 2.1% | -2.5% | 0.659% | |
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1/25/2024 | Allspring Global Investments Holdings LLC | 1,052,437 | $50.80M | 0.1% | +1.9% | 3.862% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 172,520 | $8.33M | 0.0% | +46.8% | 0.633% | |
1/24/2024 | Stratos Wealth Partners LTD. | 6,060 | $293K | 0.0% | -11.7% | 0.022% | |
1/24/2024 | International Assets Investment Management LLC | 6,097 | $294K | 0.0% | N/A | 0.022% | |
1/22/2024 | LFA Lugano Financial Advisors SA | 14,468 | $698K | 0.5% | +51.5% | 0.053% | |
1/22/2024 | Bellecapital International Ltd. | 4,491 | $217K | 0.0% | N/A | 0.016% | |
1/18/2024 | Global Retirement Partners LLC | 6,225 | $294K | 0.0% | +17.6% | 0.023% | |
1/18/2024 | GenTrust LLC | 24,160 | $1.17M | 0.1% | +10.0% | 0.089% | |
1/16/2024 | Kingswood Wealth Advisors LLC | 4,377 | $211K | 0.0% | N/A | 0.016% | |
1/16/2024 | Alaska Wealth Advisors | 2,339 | $113K | 0.0% | -12.9% | 0.009% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,785 | $231K | 0.0% | -13.5% | 0.018% | |
1/16/2024 | Raymond James & Associates | 31,264 | $1.51M | 0.0% | -4.8% | 0.115% | |
1/16/2024 | Compagnie Lombard Odier SCmA | 18,990 | $917K | 0.0% | +28.7% | 0.070% | |
1/12/2024 | CX Institutional | 290,796 | $14.04M | 0.8% | -12.2% | 1.067% | |
1/11/2024 | AFG Fiduciary Services Limited Partnership | 11,962 | $578K | 0.5% | -3.8% | 0.044% | |
1/11/2024 | Contravisory Investment Management Inc. | 15,735 | $760K | 0.2% | +7.6% | 0.058% | |
11/30/2023 | Modera Wealth Management LLC | 163,257 | $7.11M | 0.1% | N/A | 0.599% | |
11/27/2023 | Banque Pictet & Cie SA | 5,800 | $253K | 0.0% | -98.0% | 0.021% | |
11/21/2023 | Tompkins Financial Corp | 2,200 | $96K | 0.0% | -21.4% | 0.008% | |
11/15/2023 | Evergreen Capital Management LLC | 18,726 | $816K | 0.0% | -1.2% | 0.069% | |
11/15/2023 | 1607 Capital Partners LLC | 1,273,058 | $55.47M | 4.2% | -1.1% | 4.672% | |
11/14/2023 | Qube Research & Technologies Ltd | 180,576 | $7.87M | 0.0% | -18.7% | 0.663% | |
11/14/2023 | PGIM Custom Harvest LLC | 93,150 | $4.06M | 0.1% | +36.9% | 0.342% | |
11/13/2023 | Hsbc Holdings PLC | 34,461 | $1.50M | 0.0% | -6.5% | 0.126% | |
11/13/2023 | Envestnet Asset Management Inc. | 417,761 | $18.20M | 0.0% | -5.3% | 1.533% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 442,514 | $19.28M | 0.1% | -0.6% | 1.624% | |
11/9/2023 | Catalyst Capital Advisors LLC | 534,262 | $23.28M | 0.7% | +93.0% | 1.961% | |
11/9/2023 | UBS Group AG | 261,777 | $11.41M | 0.0% | -20.5% | 0.961% | |
11/8/2023 | HighTower Advisors LLC | 142,998 | $6.22M | 0.0% | +0.5% | 0.525% | |
11/8/2023 | Idaho Trust Bank | 35,412 | $1.54M | 1.0% | +2.1% | 0.130% | |
11/8/2023 | Pathstone Family Office LLC | 10,983 | $479K | 0.0% | -71.4% | 0.040% | |
11/8/2023 | ProVise Management Group LLC | 7,547 | $329K | 0.0% | -15.7% | 0.028% | |
11/8/2023 | Atria Wealth Solutions Inc. | 19,297 | $841K | 0.0% | +7.2% | 0.071% | |
11/8/2023 | Banque Cantonale Vaudoise | 18,666 | $813K | 0.0% | +9.9% | 0.068% | |
11/8/2023 | Banco Santander S.A. | 29,691 | $1.29M | 0.0% | +16.5% | 0.109% | |
11/8/2023 | Bryn Mawr Capital Management LLC | 5,337 | $233K | 0.0% | N/A | 0.020% | |
11/7/2023 | Barclays PLC | 23,818 | $1.04M | 0.0% | -26.6% | 0.087% | |
11/7/2023 | Atria Investments Inc | 26,412 | $1.15M | 0.0% | -23.6% | 0.097% | |
11/4/2023 | Syon Capital LLC | 256,655 | $11.18M | 1.4% | N/A | 0.942% | |
11/4/2023 | Aspire Private Capital LLC | 735 | $32K | 0.0% | N/A | 0.003% | |
11/3/2023 | Lmcg Investments LLC | 22,346 | $974K | 0.1% | +61.6% | 0.082% | |
11/3/2023 | Pictet North America Advisors SA | 292,227 | $12.73M | 1.8% | +0.6% | 1.072% | |
11/2/2023 | Hudson Value Partners LLC | 8,496 | $370K | 0.2% | +10.1% | 0.031% | |
11/2/2023 | Millburn Ridgefield Corp | 534,262 | $23.28M | 0.8% | +91.7% | 1.961% | |
11/2/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 24,878 | $1.08M | 0.1% | +5.8% | 0.091% | |
11/2/2023 | Banque Pictet & Cie SA | 298,027 | $12.99M | 0.1% | +0.6% | 1.094% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,032,608 | $44.99M | 0.1% | +10.3% | 3.789% | |
10/27/2023 | Assetmark Inc. | 871,791 | $37.98M | 0.2% | +0.4% | 3.199% | |
10/27/2023 | TD Asset Management Inc | 1,393,701 | $60.72M | 0.1% | -0.1% | 5.114% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 117,510 | $5.12M | 0.0% | +12.2% | 0.431% | |
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10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,534 | $241K | 0.0% | -7.6% | 0.020% | |
10/24/2023 | Raymond James & Associates | 32,847 | $1.43M | 0.0% | -29.7% | 0.121% | |
10/23/2023 | AFG Fiduciary Services Limited Partnership | 12,439 | $548K | 0.5% | -6.4% | 0.046% | |
10/23/2023 | Compagnie Lombard Odier SCmA | 14,760 | $643K | 0.0% | +379.2% | 0.054% | |
10/23/2023 | LFA Lugano Financial Advisors SA | 9,549 | $416K | 0.4% | -50.8% | 0.035% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,227 | $402K | 0.0% | +11.0% | 0.034% | |
10/19/2023 | First Personal Financial Services | 184,284 | $8.03M | 2.1% | +0.3% | 0.676% | |
10/18/2023 | CX Institutional | 331,382 | $14.44M | 0.8% | +12.8% | 1.216% | |
10/13/2023 | Global Retirement Partners LLC | 5,295 | $228K | 0.0% | -26.7% | 0.019% | |
10/12/2023 | Polianta Ltd | 296,300 | $12.91M | 6.4% | -3.1% | 1.087% | |