6/13/2024 | NBW Capital LLC | 33,901 | $966K | 0.2% | +103.0% | 0.001% | |
5/24/2024 | Cetera Advisors LLC | 28,346 | $808K | 0.0% | N/A | 0.001% | |
5/21/2024 | LRI Investments LLC | 1,034 | $29K | 0.0% | N/A | 0.000% | |
5/20/2024 | Virtu Financial LLC | 230,694 | $6.57M | 0.5% | +62.6% | 0.008% | |
5/17/2024 | Hancock Whitney Corp | 61,857 | $1.76M | 0.1% | +0.7% | 0.002% | |
5/15/2024 | LRI Investments LLC | 1,034 | $29K | 0.0% | N/A | 0.000% | |
5/11/2024 | Peak Asset Management LLC | 60,227 | $1.72M | 0.3% | -27.8% | 0.002% | |
5/10/2024 | JPMorgan Chase & Co. | 84,328,159 | $2.40B | 0.2% | +5.6% | 2.938% | |
5/10/2024 | Nicolet Advisory Services LLC | 476,265 | $13.52M | 1.4% | -5.9% | 0.017% | |
5/9/2024 | Blair William & Co. IL | 38,151 | $1.09M | 0.0% | +1.8% | 0.001% | |
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5/7/2024 | Keudell Morrison Wealth Management | 39,132 | $1.12M | 0.3% | -1.5% | 0.001% | |
5/7/2024 | Montag A & Associates Inc. | 866 | $25K | 0.0% | -69.8% | 0.000% | |
5/3/2024 | Commerce Bank | 198,373 | $5.65M | 0.0% | -5.5% | 0.007% | |
5/2/2024 | AlphaQ Advisors LLC | 102,212 | $2.91M | 1.8% | +5.0% | 0.004% | |
5/1/2024 | Janney Montgomery Scott LLC | 15,098 | $430K | 0.0% | -40.5% | 0.012% | |
5/1/2024 | BNP Paribas Financial Markets | 8,323 | $237K | 0.0% | +7,902.9% | 0.007% | |
4/30/2024 | Norden Group LLC | 401,890 | $11.45M | 0.9% | +921.8% | 0.331% | |
4/30/2024 | Turtle Creek Wealth Advisors LLC | 109,137 | $3.11M | 0.8% | +250.7% | 0.090% | |
4/25/2024 | Osborne Partners Capital Management LLC | 81,515 | $2.32M | 0.1% | -80.9% | 0.067% | |
4/23/2024 | Global Retirement Partners LLC | 1,770 | $50K | 0.0% | -49.0% | 0.001% | |
4/23/2024 | Fifth Third Bancorp | 15,287 | $436K | 0.0% | -8.0% | 0.013% | |
4/19/2024 | Everett Harris & Co. CA | 103,405 | $2.95M | 0.0% | +2.6% | 0.085% | |
4/19/2024 | Norden Group LLC | 401,890 | $11.45M | 0.1% | +921.8% | 0.331% | |
4/19/2024 | Lake Street Private Wealth LLC | 108,860 | $3.10M | 0.4% | -1.1% | 0.090% | |
4/18/2024 | Woodmont Investment Counsel LLC | 3,642 | $104K | 0.0% | N/A | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,025 | $599K | 0.0% | -19.7% | 0.017% | |
4/15/2024 | Flagstar Advisors Inc. | 28,304 | $806K | 0.2% | -2.5% | 0.023% | |
4/15/2024 | Sound Income Strategies LLC | 2,241 | $64K | 0.0% | -35.1% | 0.002% | |
4/11/2024 | Salem Investment Counselors Inc. | 54,100 | $1.54M | 0.1% | +55.8% | 0.045% | |
4/11/2024 | &PARTNERS | 7,038 | $201K | 0.0% | N/A | 0.006% | |
4/11/2024 | Rockland Trust Co. | 98,308 | $2.80M | 0.1% | -33.7% | 0.081% | |
4/11/2024 | Private Capital Management LLC | 8,294 | $210K | 0.0% | -6.8% | 0.007% | |
4/10/2024 | Inscription Capital LLC | 10,000 | $284K | 0.1% | N/A | 0.008% | |
4/2/2024 | M&R Capital Management Inc. | 1,500 | $43K | 0.0% | -50.0% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,390 | $35K | 0.0% | -75.8% | 0.001% | |
3/14/2024 | University of Chicago | 67,801 | $1.72M | 2.4% | N/A | 0.056% | |
3/6/2024 | SageView Advisory Group LLC | 12,776 | $324K | 0.0% | N/A | 0.011% | |
2/26/2024 | Centaurus Financial Inc. | 11,239 | $285K | 0.0% | -5.9% | 0.009% | |
2/26/2024 | Virtu Financial LLC | 141,844 | $3.60M | 0.3% | N/A | 0.117% | |
2/15/2024 | Greytown Advisors Inc. | 48,314 | $1.23M | 0.7% | -8.4% | 0.040% | |
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2/14/2024 | Coastwise Capital Group LLC | 12,258 | $311K | 0.3% | -11.9% | 0.010% | |
2/14/2024 | Regal Investment Advisors LLC | 51,875 | $1.32M | 0.1% | -1.1% | 0.043% | |
2/13/2024 | CIBC Private Wealth Group LLC | 7,434,116 | $188.53M | 0.4% | +2.4% | 6.131% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 12,816 | $325K | 0.0% | +6.6% | 0.011% | |
2/12/2024 | Peak Asset Management LLC | 83,464 | $2.12M | 0.5% | -38.8% | 0.069% | |
2/9/2024 | Advisory Services Network LLC | 57,909 | $1.47M | 0.0% | +6.4% | 0.048% | |
2/9/2024 | SageView Advisory Group LLC | 12,776 | $324K | 0.0% | N/A | 0.011% | |
2/9/2024 | Commerce Bank | 209,888 | $5.32M | 0.0% | -2.6% | 0.173% | |
2/9/2024 | Corient Private Wealth LLC | 52,258 | $1.33M | 0.0% | +7.3% | 0.043% | |
2/8/2024 | Independent Advisor Alliance | 12,742 | $323K | 0.0% | +20.3% | 0.011% | |
2/7/2024 | Montag A & Associates Inc. | 2,866 | $73K | 0.0% | +53.6% | 0.002% | |
2/6/2024 | Apollon Wealth Management LLC | 58,727 | $1.49M | 0.1% | -2.7% | 0.048% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 8,600 | $218K | 0.0% | -8.1% | 0.007% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 2,640 | $67K | 0.1% | N/A | 0.002% | |
2/6/2024 | Noesis Capital Mangement Corp | 258,818 | $6.56M | 1.5% | -2.9% | 0.213% | |
2/5/2024 | Brighton Jones LLC | 360,575 | $9.14M | 0.4% | -78.2% | 0.297% | |
2/5/2024 | Norden Group LLC | 39,333 | $997K | 0.2% | +225.9% | 0.032% | |
2/2/2024 | Truist Financial Corp | 19,155 | $486K | 0.0% | -18.3% | 0.016% | |
2/2/2024 | Atria Wealth Solutions Inc. | 126,856 | $3.22M | 0.0% | +9.9% | 0.105% | |
2/1/2024 | Parkside Financial Bank & Trust | 432,068 | $10.96M | 2.0% | +2.0% | 0.356% | |
2/1/2024 | CWM LLC | 2,052 | $52K | 0.0% | +367.4% | 0.002% | |
1/31/2024 | NBW Capital LLC | 16,697 | $423K | 0.1% | N/A | 0.014% | |
1/31/2024 | Tranquility Partners LLC | 26,680 | $677K | 0.3% | -5.0% | 0.022% | |
1/29/2024 | AlphaQ Advisors LLC | 97,366 | $2.47M | 1.7% | +9.9% | 0.080% | |
1/26/2024 | Stone Point Wealth LLC | 52,170 | $1.32M | 0.5% | -6.7% | 0.043% | |
1/26/2024 | Miller Howard Investments Inc. NY | 27,246 | $691K | 0.0% | N/A | 0.022% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 31,124 | $789K | 0.2% | N/A | 0.026% | |
1/25/2024 | International Assets Investment Management LLC | 87,282 | $2.21M | 0.0% | N/A | 0.072% | |
1/24/2024 | Arlington Trust Co LLC | 5,606 | $142K | 0.0% | N/A | 0.005% | |
1/24/2024 | Stratos Wealth Advisors LLC | 19,245 | $488K | 0.0% | -35.1% | 0.016% | |
1/24/2024 | International Assets Investment Management LLC | 87,282 | $2.21M | 0.0% | N/A | 0.072% | |
1/23/2024 | Smallwood Wealth Investment Management LLC | 60,463 | $1.53M | 1.3% | +2.8% | 0.050% | |
1/23/2024 | My Personal CFO LLC | 79,277 | $2.01M | 1.3% | -2.6% | 0.065% | |
1/22/2024 | Osborne Partners Capital Management LLC | 427,285 | $10.84M | 0.7% | -2.0% | 0.352% | |
1/22/2024 | Covenant Asset Management LLC | 10,789 | $274K | 0.0% | -5.3% | 0.009% | |
1/19/2024 | Flagstar Advisors Inc. | 29,020 | $736K | 0.2% | -1.8% | 0.024% | |
1/18/2024 | Everett Harris & Co. CA | 100,816 | $2.56M | 0.0% | +1.2% | 0.083% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 28,883 | $732K | 0.0% | +19.5% | 0.024% | |
1/12/2024 | Mutual Advisors LLC | 8,131 | $206K | 0.0% | N/A | 0.007% | |
1/11/2024 | Rockland Trust Co. | 148,257 | $3.76M | 0.2% | -13.5% | 0.122% | |
1/10/2024 | Sound Income Strategies LLC | 3,454 | $88K | 0.0% | N/A | 0.003% | |
1/9/2024 | Capital Asset Advisory Services LLC | 7,930 | $201K | 0.0% | N/A | 0.007% | |
1/2/2024 | M&R Capital Management Inc. | 3,000 | $76K | 0.0% | N/A | 0.002% | |
11/16/2023 | Creative Planning | 230,767 | $5.70M | 0.0% | -14.2% | 0.190% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 24,605 | $608K | 0.0% | +1,800.0% | 0.020% | |
11/15/2023 | Townsquare Capital LLC | 79,794 | $1.97M | 0.0% | +37.1% | 0.066% | |
11/15/2023 | JPMorgan Chase & Co. | 77,949,569 | $1.93B | 0.2% | +3.7% | 64.288% | |
11/15/2023 | Kepos Capital LP | 92,717 | $2.29M | 0.4% | +63.8% | 0.076% | |
11/15/2023 | Lido Advisors LLC | 10,183 | $252K | 0.0% | -40.2% | 0.008% | |
11/15/2023 | Evergreen Capital Management LLC | 477,743 | $11.80M | 0.5% | -1.0% | 0.394% | |
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11/15/2023 | Axxcess Wealth Management LLC | 8,255 | $204K | 0.0% | N/A | 0.007% | |
11/14/2023 | Parkside Financial Bank & Trust | 423,397 | $10.46M | 2.4% | +2.7% | 0.349% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 8,150 | $201K | 0.0% | N/A | 0.007% | |
11/13/2023 | Mariner LLC | 589,861 | $14.57M | 0.0% | -2.6% | 0.486% | |
11/13/2023 | LPL Financial LLC | 829,831 | $20.50M | 0.0% | +0.6% | 0.684% | |
11/13/2023 | Kestra Advisory Services LLC | 99,875 | $2.47M | 0.0% | +27.5% | 0.082% | |
11/9/2023 | Truepoint Inc. | 42,395 | $1.05M | 0.0% | +1.7% | 0.035% | |
11/9/2023 | Montag A & Associates Inc. | 1,866 | $46K | 0.0% | -21.1% | 0.002% | |
11/9/2023 | Nicolet Bankshares Inc. | 333,920 | $8.25M | 2.5% | -3.5% | 0.275% | |
11/9/2023 | Waters Parkerson & CO. LLC | 8,250 | $204K | 0.0% | N/A | 0.007% | |