1/17/2025 | Avior Wealth Management LLC | 21,635 | $796K | 0.0% | +15.9% | 0.007% | |
1/17/2025 | First PREMIER Bank | 14,200 | $522K | 0.1% | -15.5% | 0.005% | |
1/17/2025 | Olistico Wealth LLC | 1,364 | $50K | 0.0% | -19.0% | 0.000% | |
1/17/2025 | Janney Montgomery Scott LLC | 21,886 | $805K | 0.0% | N/A | 0.007% | |
1/17/2025 | Nisa Investment Advisors LLC | 33,300 | $1.23M | 0.0% | -90.2% | 0.011% | |
1/16/2025 | UMB Bank n.a. | 146,895 | $5.40M | 0.1% | +14.9% | 0.048% | |
|
1/16/2025 | Grove Bank & Trust | 211,675 | $7.79M | 1.1% | +32.4% | 0.069% | |
1/15/2025 | BTS Asset Management Inc. | 239,943 | $8.83M | 8.8% | -5.9% | 0.078% | |
1/15/2025 | Arkadios Wealth Advisors | 22,138 | $814K | 0.0% | +15.8% | 0.007% | |
1/14/2025 | Winch Advisory Services LLC | 27,246 | $1.00M | 0.3% | +9.8% | 0.009% | |
1/13/2025 | First Financial Corp IN | 1,188 | $44K | 0.0% | N/A | 0.000% | |
1/10/2025 | ORG Partners LLC | 2,601 | $96K | 0.0% | +19.4% | 0.001% | |
12/26/2024 | JPMorgan Chase & Co. | 63,967,523 | $2.41B | 0.2% | -304.4% | 20.884% | |
11/29/2024 | American Trust | 246,199 | $9.27M | 0.8% | +35.2% | 0.080% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,959 | $74K | 0.0% | N/A | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 33,233 | $1.25M | 0.1% | +833.5% | 0.011% | |
11/15/2024 | Continuum Advisory LLC | 8,401 | $312K | 0.0% | +11.4% | 0.003% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,650 | $213K | 0.0% | -37.3% | 0.002% | |
11/14/2024 | Flow Traders U.S. LLC | 128,034 | $4.82M | 0.2% | +151.7% | 0.042% | |
11/14/2024 | Captrust Financial Advisors | 10,627 | $400K | 0.0% | N/A | 0.003% | |
11/14/2024 | Icon Wealth Advisors LLC | 6,022 | $227K | 0.0% | N/A | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 5,188,732 | $195.36M | 0.1% | +107.5% | 1.694% | |
11/13/2024 | Loomis Sayles & Co. L P | 444,473 | $16.73M | 0.0% | +17.8% | 0.145% | |
11/13/2024 | Fisher Asset Management LLC | 283,882 | $10.69M | 0.0% | -22.0% | 0.093% | |
11/12/2024 | L & S Advisors Inc | 13,234 | $498K | 0.1% | +2.6% | 0.004% | |
11/8/2024 | First Horizon Advisors Inc. | 2,411 | $91K | 0.0% | -39.5% | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 18,672 | $703K | 0.0% | -4.8% | 0.006% | |
11/6/2024 | Euro Pacific Asset Management LLC | 14,875 | $557K | 0.1% | N/A | 0.005% | |
11/6/2024 | Diversified Portfolios Inc. | 7,795 | $293K | 0.0% | +4.5% | 0.003% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 980,014 | $36.90M | 0.5% | +4.0% | 0.320% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 5,664 | $213K | 0.0% | N/A | 0.002% | |
11/2/2024 | Transcendent Capital Group LLC | 1,292 | $49K | 0.0% | N/A | 0.000% | |
11/2/2024 | Covestor Ltd | 8,247 | $311K | 0.2% | +10.7% | 0.003% | |
10/30/2024 | United Advisor Group LLC | 6,130 | $231K | 0.1% | N/A | 0.002% | |
10/30/2024 | Moloney Securities Asset Management LLC | 7,061 | $266K | 0.0% | N/A | 0.002% | |
10/25/2024 | Strategic Blueprint LLC | 14,023 | $528K | 0.0% | +100.7% | 0.005% | |
10/25/2024 | Fortitude Family Office LLC | 708 | $27K | 0.0% | N/A | 0.000% | |
10/24/2024 | Nisa Investment Advisors LLC | 340,000 | $12.80M | 0.1% | N/A | 0.111% | |
10/24/2024 | Arkadios Wealth Advisors | 19,110 | $720K | 0.0% | +92.2% | 0.006% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 4,781 | $180K | 0.0% | -7.2% | 0.002% | |
|
10/23/2024 | BTS Asset Management Inc. | 255,101 | $9.61M | 9.2% | +1,078.8% | 0.083% | |
10/23/2024 | Grey Fox Wealth Advisors LLC | 143,820 | $5.42M | 1.5% | +30.4% | 0.047% | |
10/22/2024 | Rebalance LLC | 1,607,103 | $60.51M | 4.4% | +2.6% | 0.525% | |
10/22/2024 | Eastern Bank | 3,270 | $123K | 0.0% | N/A | 0.001% | |
10/21/2024 | Vicus Capital | 67,064 | $2.53M | 0.2% | +13.6% | 0.022% | |
10/21/2024 | Winch Advisory Services LLC | 24,804 | $934K | 0.3% | +11.5% | 0.008% | |
10/16/2024 | Sumitomo Life Insurance Co. | 64,300 | $2.42M | 0.0% | -93.6% | 0.021% | |
10/16/2024 | State of Wisconsin Board of Commissioners of Public Lands | 48,550 | $1.83M | 1.1% | -93.8% | 0.016% | |
10/10/2024 | Valeo Financial Advisors LLC | 32,500 | $1.22M | 0.0% | N/A | 0.011% | |
10/9/2024 | Pinnacle Bancorp Inc. | 1,238 | $47K | 0.0% | +429.1% | 0.000% | |
10/8/2024 | First PREMIER Bank | 16,800 | $633K | 0.2% | N/A | 0.005% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 2,381 | $90K | 0.0% | +606.5% | 0.001% | |
9/12/2024 | American Trust | 182,154 | $6.61M | 0.5% | +105.0% | 0.059% | |
8/16/2024 | Sunbelt Securities Inc. | 3,560 | $129K | 0.0% | +187.6% | 0.001% | |
8/9/2024 | One Capital Management LLC | 1,370,848 | $49.73M | 1.7% | +48.9% | 0.448% | |
8/9/2024 | Prime Capital Investment Advisors LLC | 942,286 | $34.19M | 0.5% | -1.3% | 0.308% | |
8/7/2024 | Wetzel Investment Advisors Inc. | 29,285 | $1.07M | 0.6% | +3.1% | 0.010% | |
8/7/2024 | Blue Edge Capital LLC | 104,642 | $3.80M | 0.6% | +1.8% | 0.034% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 37,657 | $1.37M | 0.1% | -28.1% | 0.012% | |
8/6/2024 | Cullen Frost Bankers Inc. | 7,537 | $273K | 0.0% | N/A | 0.002% | |
8/5/2024 | BTS Asset Management Inc. | 21,640 | $785K | 0.7% | -8.4% | 0.007% | |
8/1/2024 | TIAA Trust National Association | 17,569,430 | $638.20M | 2.0% | +166.8% | 5.736% | |
8/1/2024 | Summit Financial LLC | 19,463 | $706K | 0.0% | +89.3% | 0.006% | |
7/31/2024 | IFG Advisory LLC | 20,370 | $739K | 0.0% | +7.3% | 0.007% | |
7/30/2024 | Grey Fox Wealth Advisors LLC | 110,311 | $4.00M | 1.4% | +8.4% | 0.036% | |
7/29/2024 | UMB Bank n.a. | 117,638 | $4.27M | 0.1% | +10.0% | 0.038% | |
7/29/2024 | Arkadios Wealth Advisors | 9,943 | $361K | 0.0% | N/A | 0.003% | |
7/29/2024 | Whittier Trust Co. of Nevada Inc. | 812 | $29K | 0.0% | +71.7% | 0.000% | |
7/27/2024 | Strategic Blueprint LLC | 6,986 | $253K | 0.0% | -14.1% | 0.002% | |
7/26/2024 | Bank of New York Mellon Corp | 1,492,763 | $54.16M | 0.0% | +36.6% | 0.487% | |
7/24/2024 | Family Firm Inc. | 731 | $27K | 0.0% | N/A | 0.000% | |
7/24/2024 | Grove Bank & Trust | 143,753 | $5.22M | 0.8% | +28.5% | 0.047% | |
7/23/2024 | Vicus Capital | 59,058 | $2.14M | 0.2% | +11.6% | 0.019% | |
7/23/2024 | Diversified Portfolios Inc. | 7,461 | $271K | 0.0% | -16.3% | 0.002% | |
7/20/2024 | First Horizon Advisors Inc. | 3,987 | $145K | 0.0% | +190.2% | 0.001% | |
7/19/2024 | Sumitomo Life Insurance Co. | 1,012,100 | $36.26M | 0.8% | +130.3% | 0.330% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 963 | $35K | 0.0% | +79.0% | 0.000% | |
7/16/2024 | ORG Partners LLC | 2,220 | $80K | 0.0% | N/A | 0.001% | |
7/15/2024 | Fifth Third Securities Inc. | 152,974 | $5.55M | 0.5% | +96.5% | 0.050% | |
7/12/2024 | Hexagon Capital Partners LLC | 18,939 | $687K | 0.1% | +3.9% | 0.006% | |
7/12/2024 | Rebalance LLC | 1,566,062 | $56.82M | 4.6% | +16.5% | 0.511% | |
7/11/2024 | Manning & Napier Advisors LLC | 104,200 | $3.78M | 0.0% | N/A | 0.034% | |
7/11/2024 | Strategic Advocates LLC | 25,601 | $929K | 0.4% | +1.5% | 0.008% | |
7/9/2024 | Olistico Wealth LLC | 1,684 | $61K | 0.0% | N/A | 0.001% | |
7/9/2024 | Deane Retirement Strategies Inc. | 259,483 | $9.41M | 4.8% | +0.2% | 0.085% | |
7/8/2024 | RVW Wealth LLC | 25,174 | $913K | 0.1% | -11.4% | 0.008% | |
6/11/2024 | American Trust | 88,859 | $3.25M | 0.3% | -62.1% | 0.029% | |
5/17/2024 | Comerica Bank | 126,357 | $4.62M | 0.0% | -5.5% | 0.041% | |
5/15/2024 | SVB Wealth LLC | 5,833 | $213K | 0.0% | -19.6% | 0.002% | |
5/15/2024 | Blue Edge Capital LLC | 102,748 | $3.76M | 0.6% | +1.4% | 0.034% | |
|
5/14/2024 | OLD Mission Capital LLC | 275,300 | $10.07M | 0.2% | N/A | 0.090% | |
5/13/2024 | Bessemer Group Inc. | 5,150 | $188K | 0.0% | +1,266.0% | 0.002% | |
5/13/2024 | Rockport Wealth LLC | 66,375 | $2.43M | 0.9% | N/A | 0.022% | |
5/11/2024 | Covestor Ltd | 7,026 | $257K | 0.2% | +10.6% | 0.002% | |
5/10/2024 | TIAA Trust National Association | 6,585,459 | $240.96M | 0.7% | +81.5% | 2.150% | |
5/7/2024 | Pointe Capital Management LLC | 66,375 | $2.43M | 1.5% | +12.0% | 0.022% | |
5/7/2024 | SG Americas Securities LLC | 5,469 | $200K | 0.0% | N/A | 0.002% | |
5/4/2024 | Richardson Financial Services Inc. | 7,431 | $272K | 0.2% | -29.8% | 0.002% | |
5/3/2024 | FDx Advisors Inc. | 7,361 | $269K | 0.0% | -78.8% | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 36,316 | $1.33M | 0.0% | -17.3% | 0.012% | |