1/17/2025 | Yeomans Consulting Group Inc. | 36,461 | $2.30M | 0.9% | -0.4% | 0.047% | |
1/17/2025 | Verde Capital Management | 48,866 | $3.09M | 0.9% | +8.1% | 0.063% | |
1/17/2025 | Whalen Wealth Management Inc. | 16,631 | $1.05M | 0.7% | -63.3% | 0.021% | |
1/17/2025 | Avior Wealth Management LLC | 129,917 | $8.20M | 0.3% | +4.4% | 0.167% | |
1/17/2025 | Mutual Advisors LLC | 3,608 | $229K | 0.0% | N/A | 0.005% | |
1/17/2025 | Echo45 Advisors LLC | 46,932 | $2.98M | 2.0% | -21.6% | 0.060% | |
1/17/2025 | Westside Investment Management Inc. | 2,905 | $183K | 0.0% | +26.0% | 0.004% | |
1/17/2025 | Advisory Alpha LLC | 382,726 | $24.17M | 0.9% | -0.8% | 0.492% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 40,056 | $2.55M | 0.8% | -9.4% | 0.051% | |
1/17/2025 | Atomi Financial Group Inc. | 18,849 | $1.19M | 0.1% | +39.4% | 0.024% | |
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1/16/2025 | Royal Fund Management LLC | 66,030 | $4.18M | 0.4% | -47.4% | 0.085% | |
1/16/2025 | Lam Group Inc. | 32,115 | $2.03M | 1.4% | +62.7% | 0.041% | |
1/16/2025 | Central Bank & Trust Co. | 81,685 | $5.16M | 0.8% | -1.1% | 0.105% | |
1/16/2025 | Breakwater Investment Management | 28,746 | $1.82M | 0.8% | -1.6% | 0.037% | |
1/16/2025 | Shore Point Advisors LLC | 31,177 | $1.97M | 1.1% | +6.3% | 0.040% | |
1/16/2025 | FLC Capital Advisors | 71,813 | $4.54M | 1.0% | +5.4% | 0.092% | |
1/16/2025 | UMB Bank n.a. | 4,472 | $282K | 0.0% | +213.8% | 0.006% | |
1/16/2025 | Diversify Advisory Services LLC | 16,349 | $1.03M | 0.1% | +2.9% | 0.021% | |
1/16/2025 | Diversify Wealth Management LLC | 51,901 | $3.27M | 0.3% | +15.7% | 0.067% | |
1/15/2025 | Veery Capital LLC | 31,061 | $1.96M | 0.8% | -12.7% | 0.040% | |
1/15/2025 | Ameritas Advisory Services LLC | 11,901 | $752K | 0.0% | +14.5% | 0.015% | |
1/14/2025 | Rockingstone Advisors LLC | 3,550 | $224K | 0.1% | N/A | 0.005% | |
1/14/2025 | Park Avenue Securities LLC | 8,130 | $513K | 0.0% | +14.4% | 0.010% | |
1/14/2025 | Affinity Capital Advisors LLC | 6,355 | $402K | 0.1% | -8.5% | 0.008% | |
1/14/2025 | Signal Advisors Wealth LLC | 5,215 | $329K | 0.0% | +65.0% | 0.007% | |
1/14/2025 | Hart & Patterson Financial Group LLC | 64,746 | $4.09M | 2.0% | +2.2% | 0.083% | |
1/13/2025 | AdvisorNet Financial Inc | 6,090 | $385K | 0.0% | +3.5% | 0.008% | |
1/13/2025 | Marion Wealth Management | 177,547 | $11.21M | 3.0% | +3.5% | 0.228% | |
1/13/2025 | Eagle Bay Advisors LLC | 827 | $52K | 0.0% | +111.5% | 0.001% | |
1/13/2025 | City State Bank | 101,634 | $6.42M | 2.3% | +3.3% | 0.131% | |
1/10/2025 | Ridgewood Investments LLC | 1,501 | $95K | 0.0% | +53.0% | 0.002% | |
1/10/2025 | Marotta Asset Management | 246,131 | $15.59M | 3.3% | -1.7% | 0.316% | |
1/7/2025 | FC Advisory LLC | 8,420 | $532K | 0.2% | +12.0% | 0.010% | |
1/3/2025 | Versant Capital Management Inc | 452,596 | $28.58M | 6.2% | +3.8% | 0.540% | |
12/26/2024 | JPMorgan Chase & Co. | 11,357,077 | $753.77M | 0.1% | +9.2% | 13.554% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 3,244 | $214K | 0.0% | -5.5% | 0.004% | |
11/25/2024 | World Investment Advisors LLC | 17,041 | $1.13M | 0.0% | +2.5% | 0.020% | |
11/25/2024 | Sanctuary Advisors LLC | 49,572 | $3.19M | 0.0% | -7.7% | 0.059% | |
11/19/2024 | McIlrath & Eck LLC | 210,473 | $13.97M | 1.8% | +16.3% | 0.251% | |
11/18/2024 | Soltis Investment Advisors LLC | 16,931 | $1.12M | 0.1% | -26.6% | 0.020% | |
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11/18/2024 | TD Private Client Wealth LLC | 172,681 | $11.46M | 0.3% | +15.1% | 0.206% | |
11/18/2024 | Virtue Capital Management LLC | 8,272 | $549K | 0.1% | -10.6% | 0.010% | |
11/15/2024 | Continuum Advisory LLC | 14,080 | $904K | 0.1% | +5.2% | 0.017% | |
11/15/2024 | LRI Investments LLC | 426 | $27K | 0.0% | N/A | 0.001% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 274,575 | $17.27M | 1.6% | +3.9% | 0.328% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 883 | $59K | 0.0% | -26.0% | 0.001% | |
11/15/2024 | MML Investors Services LLC | 78,605 | $5.22M | 0.0% | +11.5% | 0.094% | |
11/15/2024 | EP Wealth Advisors LLC | 620,528 | $41.18M | 0.4% | +16.4% | 0.741% | |
11/15/2024 | Stifel Financial Corp | 8,505 | $564K | 0.0% | -33.2% | 0.010% | |
11/15/2024 | SWAN Capital LLC | 84,942 | $5.64M | 2.8% | +49.1% | 0.101% | |
11/15/2024 | HighTower Advisors LLC | 100,229 | $6.65M | 0.0% | -0.2% | 0.120% | |
11/15/2024 | Benjamin Edwards Inc. | 190,992 | $12.68M | 0.2% | +10,440.4% | 0.228% | |
11/15/2024 | Kestra Investment Management LLC | 322,710 | $21.42M | 0.9% | +122.4% | 0.385% | |
11/14/2024 | Kitching Partners LLC | 65,230 | $4.33M | 5.8% | N/A | 0.078% | |
11/14/2024 | Flow Traders U.S. LLC | 16,468 | $1.09M | 0.1% | -65.8% | 0.020% | |
11/14/2024 | Captrust Financial Advisors | 49,383 | $3.28M | 0.0% | -1.9% | 0.059% | |
11/14/2024 | BNP Paribas | 21,581 | $1.43M | 0.1% | +6.6% | 0.026% | |
11/13/2024 | Townsquare Capital LLC | 79,757 | $5.29M | 0.1% | +9.4% | 0.095% | |
11/13/2024 | Transamerica Financial Advisors Inc. | 54,452 | $3.61M | 0.4% | +4.6% | 0.065% | |
11/13/2024 | BNP Paribas Financial Markets | 868 | $58K | 0.0% | N/A | 0.001% | |
11/13/2024 | D.A. Davidson & CO. | 8,923 | $592K | 0.0% | -13.6% | 0.011% | |
11/12/2024 | Cahill Financial Advisors Inc. | 10,757 | $714K | 0.1% | -18.1% | 0.013% | |
11/12/2024 | Centaurus Financial Inc. | 2,563 | $170K | 0.0% | +34.3% | 0.003% | |
11/12/2024 | Jim Saulnier & Associates LLC | 14,362 | $953K | 1.0% | N/A | 0.017% | |
11/12/2024 | GenTrust LLC | 71,406 | $4.74M | 0.2% | +6.1% | 0.085% | |
11/12/2024 | Nwam LLC | 22,829 | $1.52M | 0.1% | N/A | 0.027% | |
11/12/2024 | Citigroup Inc. | 79,762 | $5.29M | 0.0% | +27.1% | 0.095% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 67,630 | $4.49M | 0.0% | -16.6% | 0.081% | |
11/12/2024 | Running Point Capital Advisors LLC | 24,785 | $1.65M | 0.6% | -4.5% | 0.030% | |
11/8/2024 | First Horizon Advisors Inc. | 468 | $31K | 0.0% | N/A | 0.001% | |
11/8/2024 | Avior Wealth Management LLC | 124,405 | $8.26M | 0.3% | +3.0% | 0.148% | |
11/8/2024 | PNC Financial Services Group Inc. | 997,238 | $66.19M | 0.0% | +0.5% | 1.190% | |
11/8/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 230,772 | $15.32M | 1.6% | +2.6% | 0.275% | |
11/7/2024 | Whalen Wealth Management Inc. | 45,311 | $3.01M | 2.1% | +45.1% | 0.054% | |
11/7/2024 | Thrivent Financial for Lutherans | 152,217 | $10.10M | 0.0% | +19.4% | 0.182% | |
11/6/2024 | Frazier Financial Advisors LLC | 2,644 | $175K | 0.1% | +20.5% | 0.003% | |
11/6/2024 | Veery Capital LLC | 35,562 | $2.36M | 0.9% | -33.3% | 0.042% | |
11/6/2024 | Euro Pacific Asset Management LLC | 8,785 | $581K | 0.1% | N/A | 0.010% | |
11/6/2024 | TSA Wealth Managment LLC | 9,345 | $620K | 0.2% | -3.7% | 0.011% | |
11/6/2024 | Coastline Trust Co | 579 | $38K | 0.0% | N/A | 0.001% | |
11/6/2024 | OneDigital Investment Advisors LLC | 140,620 | $9.33M | 0.1% | -2.9% | 0.168% | |
11/6/2024 | Oppenheimer & Co. Inc. | 5,672 | $376K | 0.0% | +46.5% | 0.007% | |
11/5/2024 | Verus Capital Partners LLC | 3,429 | $228K | 0.0% | N/A | 0.004% | |
11/5/2024 | OVERSEA CHINESE BANKING Corp Ltd | 34,146 | $2.27M | 0.1% | -8.3% | 0.041% | |
11/4/2024 | Disciplined Investments LLC | 28,963 | $1.92M | 0.9% | -2.0% | 0.035% | |
11/1/2024 | Atria Investments Inc | 46,154 | $3.06M | 0.0% | +5.1% | 0.055% | |
11/1/2024 | Assetmark Inc. | 307,626 | $20.42M | 0.1% | -24.6% | 0.367% | |
11/1/2024 | Summit Global Investments | 8,375 | $556K | 0.0% | -2.7% | 0.010% | |
10/31/2024 | Keudell Morrison Wealth Management | 191,105 | $12.68M | 3.4% | -1.4% | 0.228% | |
10/30/2024 | White Lighthouse Investment Management Inc. | 11,842 | $786K | 0.1% | +8.9% | 0.014% | |
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10/30/2024 | Ballast Advisors LLC | 29,268 | $1.94M | 0.6% | +1.6% | 0.035% | |
10/30/2024 | Central Bank & Trust Co. | 82,591 | $5.48M | 0.8% | -3.7% | 0.099% | |
10/29/2024 | Clear Creek Financial Management LLC | 13,961 | $927K | 0.1% | -6.9% | 0.017% | |
10/29/2024 | Farther Finance Advisors LLC | 3,094 | $205K | 0.0% | +5.8% | 0.004% | |
10/28/2024 | Principal Securities Inc. | 50,221 | $3.33M | 0.1% | +4.1% | 0.060% | |
10/28/2024 | US Bancorp DE | 3,939 | $261K | 0.0% | +1,706.9% | 0.005% | |
10/28/2024 | Pacific Life Fund Advisors LLC | 424,517 | $28.18M | 2.8% | -42.3% | 0.507% | |
10/25/2024 | Financial Advocates Investment Management | 12,504 | $830K | 0.0% | -9.9% | 0.015% | |
10/25/2024 | Strategic Financial Planning Inc. | 15,522 | $1.03M | 0.7% | +4.4% | 0.019% | |
10/25/2024 | Diversify Wealth Management LLC | 44,869 | $2.89M | 0.3% | +13.2% | 0.054% | |