1/21/2025 | Geneos Wealth Management Inc. | 8,296 | $455K | 0.0% | -3.6% | 0.004% | |
1/21/2025 | Harel Insurance Investments & Financial Services Ltd. | 470 | $26K | 0.0% | +161.1% | 0.000% | |
1/17/2025 | Avior Wealth Management LLC | 2,731 | $150K | 0.0% | +24.7% | 0.001% | |
1/17/2025 | Clear Harbor Asset Management LLC | 59,181 | $3.25M | 0.3% | +2.6% | 0.029% | |
1/16/2025 | BigSur Wealth Management LLC | 99,705 | $5.47M | 1.6% | -1.3% | 0.049% | |
1/14/2025 | Armstrong Advisory Group Inc. | 1,236 | $68K | 0.0% | N/A | 0.001% | |
1/14/2025 | Peak Financial Advisors LLC | 42,643 | $2.34M | 1.2% | -52.3% | 0.021% | |
1/13/2025 | Miracle Mile Advisors LLC | 11,345 | $623K | 0.0% | N/A | 0.006% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 13,382 | $793K | 0.0% | N/A | 0.007% | |
12/26/2024 | JPMorgan Chase & Co. | 139,003,312 | $8.24B | 0.6% | +3.5% | 68.407% | |
|
11/25/2024 | Wilmington Savings Fund Society FSB | 3,421 | $203K | 0.0% | N/A | 0.002% | |
11/25/2024 | Sanctuary Advisors LLC | 14,698 | $828K | 0.0% | -73.3% | 0.007% | |
11/15/2024 | MML Investors Services LLC | 5,949 | $353K | 0.0% | -69.9% | 0.003% | |
11/15/2024 | EP Wealth Advisors LLC | 3,185 | $189K | 0.0% | N/A | 0.002% | |
11/15/2024 | Jane Street Group LLC | 1,194,485 | $70.81M | 0.0% | +591.9% | 0.588% | |
11/15/2024 | Quantinno Capital Management LP | 16,965 | $1.01M | 0.0% | +23.7% | 0.008% | |
11/15/2024 | HighTower Advisors LLC | 445,953 | $26.42M | 0.0% | -7.6% | 0.219% | |
11/14/2024 | Icon Wealth Advisors LLC | 11,922 | $707K | 0.1% | N/A | 0.006% | |
11/14/2024 | Rockefeller Capital Management L.P. | 34,274 | $2.03M | 0.0% | +92.9% | 0.017% | |
11/14/2024 | Fiduciary Trust Co | 3,576 | $212K | 0.0% | N/A | 0.002% | |
11/13/2024 | FMR LLC | 13,534 | $802K | 0.0% | -2.0% | 0.007% | |
11/13/2024 | Private Trust Co. NA | 1,701 | $101K | 0.0% | -72.6% | 0.001% | |
11/12/2024 | Icon Wealth Advisors LLC | 735,607 | $43.61M | 1.6% | N/A | 0.362% | |
11/12/2024 | Cerity Partners OCIO LLC | 2,496,205 | $147.98M | 11.9% | -4.2% | 1.228% | |
11/12/2024 | Integrated Investment Consultants LLC | 3,407 | $202K | 0.0% | N/A | 0.002% | |
11/8/2024 | Avior Wealth Management LLC | 2,190 | $130K | 0.0% | -11.7% | 0.001% | |
11/7/2024 | AMG National Trust Bank | 4,223 | $250K | 0.0% | -9.7% | 0.002% | |
11/6/2024 | Sather Financial Group Inc | 4,714 | $279K | 0.0% | -33.3% | 0.002% | |
11/6/2024 | Mount Lucas Management LP | 57,391 | $3.40M | 1.2% | +2.1% | 0.028% | |
11/6/2024 | Evolution Wealth Advisors LLC | 3,437 | $203K | 0.0% | N/A | 0.002% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 4,134 | $245K | 0.0% | -5.6% | 0.002% | |
11/6/2024 | One Wealth Management Investment & Advisory Services LLC | 6,522 | $387K | 0.7% | +9.2% | 0.003% | |
11/5/2024 | Harbour Investments Inc. | 10,579 | $627K | 0.0% | +30.3% | 0.005% | |
11/5/2024 | FDx Advisors Inc. | 38,371 | $2.28M | 0.6% | -3.2% | 0.019% | |
11/4/2024 | Venturi Wealth Management LLC | 735 | $44K | 0.0% | -56.1% | 0.000% | |
11/1/2024 | Klingman & Associates LLC | 4,021 | $238K | 0.0% | N/A | 0.002% | |
11/1/2024 | AIA Group Ltd | 770,945 | $45.70M | 1.2% | +1.2% | 0.379% | |
10/31/2024 | Spinnaker Trust | 178,576 | $10.59M | 0.7% | +5.7% | 0.088% | |
10/30/2024 | Maia Wealth LLC | 10,749 | $598K | 0.1% | N/A | 0.005% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 194,673 | $11.54M | 0.5% | +1.7% | 0.096% | |
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10/30/2024 | AlphaCentric Advisors LLC | 8,363 | $496K | 0.4% | -3.0% | 0.004% | |
10/29/2024 | Innealta Capital LLC | 4,019 | $238K | 0.1% | -93.5% | 0.002% | |
10/29/2024 | Farther Finance Advisors LLC | 6,157 | $365K | 0.0% | +719.8% | 0.003% | |
10/28/2024 | Interchange Capital Partners LLC | 34,679 | $2.06M | 0.7% | -15.5% | 0.017% | |
10/28/2024 | Focus Financial Network Inc. | 39,929 | $2.37M | 0.1% | +14.3% | 0.020% | |
10/28/2024 | Principal Securities Inc. | 137,748 | $8.17M | 0.2% | -54.3% | 0.068% | |
10/28/2024 | US Bancorp DE | 11,037 | $654K | 0.0% | -2.9% | 0.005% | |
10/25/2024 | Gateway Wealth Partners LLC | 19,575 | $1.16M | 0.3% | +33.3% | 0.010% | |
10/25/2024 | Boston Financial Mangement LLC | 3,445 | $204K | 0.0% | N/A | 0.002% | |
10/24/2024 | Summit Place Financial Advisors LLC | 32,955 | $1.95M | 1.1% | -7.2% | 0.016% | |
10/24/2024 | Clear Harbor Asset Management LLC | 57,695 | $3.42M | 0.3% | +13.4% | 0.028% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 871,280 | $51.27M | 0.2% | +15.7% | 0.429% | |
10/23/2024 | Lake Street Advisors Group LLC | 37,044 | $2.20M | 0.1% | -8.3% | 0.018% | |
10/23/2024 | Brighton Jones LLC | 13,060 | $774K | 0.0% | +35.5% | 0.006% | |
10/22/2024 | Leo Wealth LLC | 10,022 | $594K | 0.1% | -41.8% | 0.005% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,163,122 | $68.95M | 0.1% | -2.6% | 0.572% | |
10/18/2024 | Etesian Wealth Advisors Inc. | 10,940 | $649K | 0.3% | N/A | 0.005% | |
10/18/2024 | Blue Trust Inc. | 1,362 | $77K | 0.0% | +147.6% | 0.001% | |
10/11/2024 | Creative Planning | 4,612 | $273K | 0.0% | -7.9% | 0.002% | |
10/11/2024 | Sapient Capital LLC | 8,138 | $482K | 0.0% | -33.6% | 0.004% | |
10/10/2024 | CVA Family Office LLC | 99,758 | $5.91M | 1.0% | +258.0% | 0.049% | |
10/10/2024 | Birch Hill Investment Advisors LLC | 96,060 | $5.69M | 0.3% | +9.4% | 0.047% | |
10/10/2024 | Retirement Planning Group LLC | 10,222 | $606K | 0.0% | -4.2% | 0.005% | |
10/10/2024 | Peak Financial Advisors LLC | 89,306 | $5.29M | 2.7% | -5.8% | 0.044% | |
10/8/2024 | CWM LLC | 73,199 | $4.34M | 0.0% | -9.3% | 0.036% | |
10/8/2024 | Marquette Asset Management LLC | 1,104 | $65K | 0.0% | N/A | 0.001% | |
10/8/2024 | Axiom Advisory LLC | 29,184 | $1.68M | 0.0% | +1.6% | 0.014% | |
10/8/2024 | Mather Group LLC. | 1,034 | $61K | 0.0% | -85.9% | 0.001% | |
10/5/2024 | waypoint wealth counsel | 9,151 | $542K | 0.4% | N/A | 0.005% | |
10/5/2024 | Wallace Advisory Group LLC | 44,255 | $2.50M | 1.8% | -1.4% | 0.022% | |
9/5/2024 | Sanctuary Advisors LLC | 55,054 | $3.04M | 0.0% | N/A | 0.027% | |
8/22/2024 | Cetera Investment Advisers | 50,317 | $2.84M | 0.0% | -3.6% | 0.025% | |
8/16/2024 | Gateway Wealth Partners LLC | 14,685 | $829K | 0.3% | +15.0% | 0.007% | |
8/16/2024 | Wallace Advisory Group LLC | 44,889 | $2.53M | 1.8% | N/A | 0.022% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,200 | $576K | 0.0% | +16.9% | 0.005% | |
8/16/2024 | Creative Planning | 5,008 | $283K | 0.0% | +7.9% | 0.002% | |
8/15/2024 | Mackenzie Financial Corp | 3,900 | $220K | 0.0% | N/A | 0.002% | |
8/14/2024 | Insigneo Advisory Services LLC | 9,007 | $473K | 0.0% | N/A | 0.004% | |
8/14/2024 | Bank of Montreal Can | 11,433 | $654K | 0.0% | +42.0% | 0.006% | |
8/14/2024 | Cerity Partners OCIO LLC | 2,604,954 | $147.00M | 11.3% | N/A | 1.282% | |
8/12/2024 | Brighton Jones LLC | 9,638 | $544K | 0.0% | -27.1% | 0.005% | |
8/12/2024 | Blair William & Co. IL | 37,947 | $2.14M | 0.0% | +8.4% | 0.019% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 19,404 | $1.09M | 0.0% | +76.6% | 0.010% | |
8/12/2024 | Argent Trust Co | 7,808 | $441K | 0.0% | +18.1% | 0.004% | |
8/9/2024 | Brown Brothers Harriman & Co. | 678 | $38K | 0.0% | +125.2% | 0.000% | |
8/8/2024 | Prosperity Consulting Group LLC | 46,097 | $2.60M | 0.4% | +55.3% | 0.023% | |
8/8/2024 | Envestnet Asset Management Inc. | 777,810 | $43.89M | 0.0% | -7.6% | 0.383% | |
8/8/2024 | Wealthspire Advisors LLC | 11,890 | $671K | 0.0% | +4.3% | 0.006% | |
8/8/2024 | Horizon Family Wealth Inc. | 9,147 | $516K | 0.4% | +30.6% | 0.005% | |
8/8/2024 | BOKF NA | 3,127 | $176K | 0.0% | N/A | 0.002% | |
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8/8/2024 | LPL Financial LLC | 577,354 | $32.58M | 0.0% | +3.0% | 0.284% | |
8/7/2024 | Headlands Technologies LLC | 1,274 | $72K | 0.0% | N/A | 0.001% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 45,995 | $2.60M | 0.2% | +43.6% | 0.023% | |
8/7/2024 | Choreo LLC | 50,619 | $2.85M | 0.0% | N/A | 0.025% | |
8/6/2024 | Sage Advisory Services Ltd.Co. | 209,391 | $11.82M | 3.3% | +1.3% | 0.103% | |
8/6/2024 | Mount Lucas Management LP | 56,215 | $3.17M | 0.9% | -4.5% | 0.028% | |
8/6/2024 | Norden Group LLC | 8,203 | $463K | 0.1% | +100.4% | 0.004% | |
8/6/2024 | Cullen Frost Bankers Inc. | 2,433 | $137K | 0.0% | N/A | 0.001% | |
8/2/2024 | FDx Advisors Inc. | 39,621 | $2.24M | 0.6% | -7.0% | 0.019% | |
8/1/2024 | Gilbert & Cook Inc. | 5,367 | $303K | 0.0% | -38.9% | 0.003% | |