1/3/2025 | Versant Capital Management Inc | 34,994 | $1.94M | 0.4% | +4.1% | 0.018% | |
12/26/2024 | JPMorgan Chase & Co. | 44,472,238 | $2.74B | 0.2% | +0.9% | 18.474% | |
12/16/2024 | SMART Wealth LLC | 89,775 | $5.53M | 2.2% | +9.9% | 0.037% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 16,755 | $1.03M | 0.0% | +70.3% | 0.007% | |
12/9/2024 | Forthright Family Wealth Advisory LLC | 53,699 | $3.18M | 1.9% | -18.5% | 0.022% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 9,745 | $600K | 0.0% | N/A | 0.004% | |
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11/25/2024 | World Investment Advisors LLC | 96,110 | $5.92M | 0.1% | +6.5% | 0.040% | |
11/25/2024 | Sanctuary Advisors LLC | 31,332 | $1.79M | 0.0% | -34.2% | 0.013% | |
11/18/2024 | Virtue Capital Management LLC | 52,647 | $3.24M | 0.6% | N/A | 0.022% | |
11/18/2024 | Ashford Capital Management Inc. | 31,691 | $1.95M | 0.2% | -43.4% | 0.013% | |
11/15/2024 | Executive Wealth Management LLC | 160,945 | $9.91M | 0.8% | -0.1% | 0.067% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 92,200 | $5.67M | 0.0% | +2.0% | 0.038% | |
11/15/2024 | MML Investors Services LLC | 56,339 | $3.47M | 0.0% | -41.9% | 0.023% | |
11/15/2024 | Dunhill Financial LLC | 339,723 | $20.91M | 10.7% | +79.5% | 0.141% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,558 | $342K | 0.0% | N/A | 0.002% | |
11/15/2024 | National Bank of Canada FI | 13,731 | $845K | 0.0% | -80.6% | 0.006% | |
11/15/2024 | Stifel Financial Corp | 64,939 | $4.00M | 0.0% | +15.9% | 0.027% | |
11/15/2024 | Quadrature Capital Ltd | 134,903 | $8.30M | 0.2% | N/A | 0.056% | |
11/15/2024 | IHT Wealth Management LLC | 51,727 | $3.19M | 0.1% | +46.5% | 0.021% | |
11/15/2024 | Integrated Wealth Concepts LLC | 5,495 | $338K | 0.0% | -90.9% | 0.002% | |
11/15/2024 | Janus Henderson Group PLC | 5,447 | $335K | 0.0% | -47.7% | 0.002% | |
11/15/2024 | HighTower Advisors LLC | 99,742 | $6.13M | 0.0% | +74.3% | 0.041% | |
11/15/2024 | Community Bank N.A. | 9,063 | $558K | 0.1% | +240.5% | 0.004% | |
11/15/2024 | Benjamin Edwards Inc. | 89,597 | $5.51M | 0.1% | N/A | 0.037% | |
11/14/2024 | Semmax Financial Advisors Inc. | 32,685 | $1.87M | 0.5% | +60.5% | 0.014% | |
11/14/2024 | Kitching Partners LLC | 72,392 | $4.46M | 6.0% | +28.4% | 0.030% | |
11/14/2024 | Edgestream Partners L.P. | 3,461 | $213K | 0.0% | -28.4% | 0.001% | |
11/14/2024 | Captrust Financial Advisors | 6,314 | $389K | 0.0% | -8.8% | 0.003% | |
11/14/2024 | Rockefeller Capital Management L.P. | 17,891 | $1.10M | 0.0% | -5.2% | 0.007% | |
11/14/2024 | Fiduciary Trust Co | 4,112 | $253K | 0.0% | +11.1% | 0.002% | |
11/14/2024 | Bell Investment Advisors Inc | 152,870 | $9.41M | 1.7% | +1.3% | 0.064% | |
11/14/2024 | CreativeOne Wealth LLC | 34,919 | $2.15M | 0.1% | +150.1% | 0.015% | |
11/13/2024 | Freedom Investment Management Inc. | 16,656 | $1.03M | 0.1% | -5.9% | 0.007% | |
11/13/2024 | Townsquare Capital LLC | 3,787 | $233K | 0.0% | N/A | 0.002% | |
11/13/2024 | BNP Paribas Financial Markets | 15,600 | $960K | 0.0% | N/A | 0.006% | |
11/13/2024 | FMR LLC | 2,065 | $127K | 0.0% | -14.6% | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 203,168 | $12.50M | 0.1% | +2.2% | 0.084% | |
11/13/2024 | Blue Investment Partners LLC | 79,193 | $4.87M | 2.0% | +3.6% | 0.033% | |
11/13/2024 | Bank of Montreal Can | 47,579 | $2.94M | 0.0% | -1.8% | 0.020% | |
11/13/2024 | Truvestments Capital LLC | 70,569 | $4.34M | 1.2% | +17.3% | 0.029% | |
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11/13/2024 | Fisher Asset Management LLC | 997,013 | $61.36M | 0.0% | -5.2% | 0.414% | |
11/12/2024 | Summit Trail Advisors LLC | 15,830 | $974K | 0.0% | -21.1% | 0.007% | |
11/12/2024 | Kingsview Wealth Management LLC | 4,447 | $274K | 0.0% | -44.2% | 0.002% | |
11/12/2024 | Nicolet Advisory Services LLC | 7,500 | $456K | 0.0% | -14.0% | 0.003% | |
11/12/2024 | Nwam LLC | 6,186 | $381K | 0.0% | N/A | 0.003% | |
11/12/2024 | Citigroup Inc. | 1,063,058 | $65.42M | 0.0% | -19.5% | 0.442% | |
11/12/2024 | 49 Wealth Management LLC | 327,216 | $20.14M | 3.3% | +40.8% | 0.136% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 2,859,648 | $175.98M | 0.0% | -0.3% | 1.188% | |
11/12/2024 | Running Point Capital Advisors LLC | 24,236 | $1.49M | 0.6% | +3.5% | 0.010% | |
11/9/2024 | Trustmark National Bank Trust Department | 87,153 | $5.36M | 0.4% | -1.7% | 0.036% | |
11/8/2024 | EverSource Wealth Advisors LLC | 27,838 | $1.71M | 0.1% | +117.4% | 0.012% | |
11/8/2024 | Hilton Capital Management LLC | 4,650 | $286K | 0.0% | -7.0% | 0.002% | |
11/8/2024 | Rainwater Charitable Foundation | 1,051,073 | $64.68M | 30.1% | -8.5% | 0.437% | |
11/8/2024 | Commerce Bank | 70,095 | $4.31M | 0.0% | -3.5% | 0.029% | |
11/8/2024 | Avior Wealth Management LLC | 10,856 | $668K | 0.0% | -39.2% | 0.005% | |
11/8/2024 | Summit Wealth Group LLC | 18,465 | $1.14M | 0.3% | -15.8% | 0.008% | |
11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 3,600 | $222K | 0.0% | -88.4% | 0.001% | |
11/7/2024 | Pathstone Holdings LLC | 109,196 | $6.72M | 0.0% | -26.0% | 0.045% | |
11/7/2024 | Cassaday & Co Wealth Management LLC | 3,836,692 | $236.11M | 6.7% | +91.7% | 1.594% | |
11/7/2024 | Thrivent Financial for Lutherans | 4,234 | $261K | 0.0% | -37.5% | 0.002% | |
11/7/2024 | Peterson Financial Group Inc. | 2,809 | $173K | 0.7% | N/A | 0.001% | |
11/6/2024 | Accredited Investors Inc. | 276,885 | $17.04M | 1.0% | -1.1% | 0.115% | |
11/6/2024 | Insight 2811 Inc. | 57,795 | $3.56M | 1.8% | +345.4% | 0.024% | |
11/6/2024 | Empowered Funds LLC | 154,534 | $9.48M | 0.1% | +0.9% | 0.064% | |
11/6/2024 | OneDigital Investment Advisors LLC | 74,610 | $4.59M | 0.1% | -0.5% | 0.031% | |
11/6/2024 | Comprehensive Wealth Management LLC | 7,216 | $444K | 0.3% | +4.4% | 0.003% | |
11/6/2024 | Peak Asset Management LLC | 186,225 | $11.46M | 2.2% | +1.2% | 0.077% | |
11/5/2024 | Empower Advisory Group LLC | 9,694,966 | $596.63M | 2.0% | +4.3% | 4.027% | |
11/5/2024 | Moser Wealth Advisors LLC | 4,025 | $248K | 0.1% | +14.6% | 0.002% | |
11/5/2024 | Aptus Capital Advisors LLC | 800 | $49K | 0.0% | -94.8% | 0.000% | |
11/5/2024 | Prime Capital Investment Advisors LLC | 21,029 | $1.29M | 0.0% | -15.2% | 0.009% | |
11/5/2024 | Rakuten Securities Inc. | 1,448 | $89K | 0.0% | +116.4% | 0.001% | |
11/5/2024 | First National Trust Co | 97,317 | $5.99M | 0.2% | +14.9% | 0.040% | |
11/5/2024 | Harbour Investments Inc. | 141,604 | $8.71M | 0.3% | +115.3% | 0.059% | |
11/4/2024 | Mayflower Financial Advisors LLC | 25,686 | $1.58M | 0.2% | N/A | 0.011% | |
11/4/2024 | Axxcess Wealth Management LLC | 11,797 | $726K | 0.0% | N/A | 0.005% | |
11/4/2024 | Liberty Wealth Management LLC | 66,831 | $4.11M | 0.7% | -3.8% | 0.028% | |
11/2/2024 | Transcendent Capital Group LLC | 42,853 | $2.64M | 1.4% | -6.4% | 0.018% | |
11/1/2024 | Assetmark Inc. | 913,114 | $56.19M | 0.2% | +230.0% | 0.379% | |
11/1/2024 | Beta Wealth Group Inc. | 48,585 | $2.99M | 1.3% | -4.8% | 0.020% | |
11/1/2024 | Executive Wealth Management LLC | 160,945 | $9.91M | 1.3% | -0.1% | 0.067% | |
11/1/2024 | Galvin Gaustad & Stein LLC | 4,765 | $293K | 0.0% | +18.1% | 0.002% | |
11/1/2024 | SpiderRock Advisors LLC | 10,377 | $639K | 0.0% | +17.9% | 0.004% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 25,173 | $1.55M | 0.3% | +72.0% | 0.010% | |
10/31/2024 | Concurrent Investment Advisors LLC | 29,777 | $1.83M | 0.1% | -75.5% | 0.012% | |
10/30/2024 | Maia Wealth LLC | 4,911 | $286K | 0.1% | N/A | 0.002% | |
10/30/2024 | Harvest Portfolios Group Inc. | 968,913 | $59.63M | 2.0% | +30.6% | 0.402% | |
10/30/2024 | Catalyst Private Wealth LLC | 60,731 | $3.74M | 1.8% | +16.3% | 0.025% | |
10/30/2024 | Auour Investments LLC | 7,163 | $415K | 0.1% | +2.9% | 0.003% | |
10/29/2024 | Forum Financial Management LP | 106,135 | $6.53M | 0.1% | -4.3% | 0.044% | |
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10/29/2024 | Acute Investment Advisory LLC | 204,867 | $12.61M | 7.2% | N/A | 0.085% | |
10/29/2024 | Janney Montgomery Scott LLC | 140,522 | $8.65M | 0.0% | -0.8% | 0.058% | |
10/29/2024 | James Investment Research Inc. | 31,314 | $1.93M | 0.2% | +1.3% | 0.013% | |
10/29/2024 | Farther Finance Advisors LLC | 199,207 | $12.26M | 0.5% | +133.6% | 0.083% | |
10/28/2024 | Focus Financial Network Inc. | 67,329 | $4.14M | 0.2% | N/A | 0.028% | |
10/28/2024 | Principal Securities Inc. | 373,185 | $22.97M | 0.6% | +1.6% | 0.155% | |
10/28/2024 | US Bancorp DE | 1,562 | $96K | 0.0% | -56.0% | 0.001% | |
10/28/2024 | Palumbo Wealth Management LLC | 89,996 | $5.54M | 2.2% | -3.8% | 0.037% | |
10/28/2024 | E Fund Management Hong Kong Co. Ltd. | 39,001 | $2.40M | 1.4% | N/A | 0.016% | |
10/25/2024 | JFS Wealth Advisors LLC | 856 | $53K | 0.0% | N/A | 0.000% | |