4/4/2025 | Quent Capital LLC | 742,329 | $40.06M | 4.2% | +7.9% | 0.048% | |
4/3/2025 | Magnolia Capital Management Ltd. | 3,775 | $204K | 0.2% | N/A | 0.000% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 181,042 | $9.77M | 0.3% | -68.1% | 0.012% | |
4/1/2025 | Emprise Bank | 16,839 | $909K | 0.5% | -37.9% | 0.001% | |
3/24/2025 | Mascagni Wealth Management Inc. | 492 | $26K | 0.0% | N/A | 0.000% | |
3/6/2025 | Copia Wealth Management | 1,038 | $54K | 0.1% | N/A | 0.000% | |
2/26/2025 | LM Advisors LLC | 68,262 | $3.57M | 0.6% | +8.9% | 0.005% | |
2/24/2025 | Ameriflex Group Inc. | 1,572 | $83K | 0.0% | N/A | 0.000% | |
2/22/2025 | American Trust | 30,260 | $1.58M | 0.1% | +234.2% | 0.002% | |
2/19/2025 | North Star Asset Management Inc. | 68,606 | $3.58M | 0.2% | -3.3% | 0.005% | |
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2/18/2025 | Sunbelt Securities Inc. | 1,720 | $90K | 0.0% | +78.4% | 0.000% | |
2/18/2025 | Fourth Dimension Wealth LLC | 13,937 | $728K | 0.4% | N/A | 0.001% | |
2/18/2025 | Mosaic Family Wealth Partners LLC | 20,897 | $1.09M | 0.2% | +4.7% | 0.001% | |
2/18/2025 | 49 Wealth Management LLC | 487,005 | $25.43M | 3.6% | +26.7% | 0.033% | |
2/18/2025 | JDM Financial Group LLC | 13,054 | $682K | 0.4% | +8.3% | 0.001% | |
2/18/2025 | 10Elms LLP | 63,067 | $3.29M | 3.4% | N/A | 0.004% | |
2/18/2025 | Continuum Advisory LLC | 32,640 | $1.70M | 0.2% | +2.5% | 0.002% | |
2/18/2025 | Mpwm Advisory Solutions LLC | 663 | $35K | 0.0% | N/A | 0.000% | |
2/17/2025 | Vermillion & White Wealth Management Group LLC | 62,651 | $3.27M | 2.4% | +1,024.2% | 0.004% | |
2/17/2025 | Tolleson Wealth Management Inc. | 17,038 | $890K | 0.2% | -35.9% | 0.001% | |
2/17/2025 | Strategic Wealth Partners Ltd. | 6,865 | $375K | 0.0% | -8.9% | 0.000% | |
2/17/2025 | Strive Asset Management LLC | 7,724 | $403K | 0.3% | N/A | 0.001% | |
2/17/2025 | Sentinus LLC | 79,208 | $4.14M | 1.2% | +811.9% | 0.005% | |
2/17/2025 | Private Capital Management LLC | 6,561 | $343K | 0.0% | +6.2% | 0.000% | |
2/17/2025 | MainStreet Investment Advisors LLC | 9,125 | $477K | 0.1% | +72.5% | 0.001% | |
2/17/2025 | Minot DeBlois Advisors LLC | 76,644 | $4.00M | 3.7% | N/A | 0.005% | |
2/17/2025 | Lazard Asset Management LLC | 196,684 | $10.27M | 0.0% | -1.8% | 0.013% | |
2/17/2025 | Gen Wealth Partners Inc | 18,317 | $956K | 0.4% | +6.8% | 0.001% | |
2/17/2025 | Elyxium Wealth LLC | 75,607 | $3.95M | 2.4% | +4.7% | 0.005% | |
2/17/2025 | Evensky & Katz LLC | 148,286 | $7.74M | 0.5% | +0.3% | 0.010% | |
2/17/2025 | Fairview Capital Investment Management LLC | 94,815 | $4.95M | 0.3% | +0.2% | 0.006% | |
2/17/2025 | BOKF NA | 1,182 | $61K | 0.0% | -79.7% | 0.000% | |
2/17/2025 | Cahill Financial Advisors Inc. | 18,402 | $961K | 0.1% | -3.1% | 0.001% | |
2/17/2025 | Captrust Financial Advisors | 6,915,494 | $361.13M | 1.0% | +14.9% | 0.467% | |
2/17/2025 | Cary Street Partners Financial LLC | 7,595 | $397K | 0.0% | N/A | 0.001% | |
2/17/2025 | Baird Financial Group Inc. | 2,103,584 | $109.85M | 0.2% | +2.8% | 0.142% | |
2/17/2025 | BIP Wealth LLC | 11,755 | $614K | 0.0% | -3.1% | 0.001% | |
2/17/2025 | BNP Paribas Financial Markets | 166,800 | $8.71M | 0.0% | +883.7% | 0.011% | |
2/17/2025 | Ameriprise Financial Inc. | 2,294,865 | $119.83M | 0.0% | -2.3% | 0.155% | |
2/17/2025 | Alteri Wealth LLC | 17,686 | $924K | 0.3% | N/A | 0.001% | |
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2/17/2025 | Ancora Advisors LLC | 30,838 | $1.61M | 0.0% | +31.7% | 0.002% | |
2/14/2025 | Tudor Investment Corp ET AL | 188,243 | $9.83M | 0.0% | +160.7% | 0.013% | |
2/14/2025 | Marshall & Sterling Wealth Advisors Inc. | 1,201 | $63K | 0.0% | N/A | 0.000% | |
2/14/2025 | Conrad N. Hilton Foundation | 127,609 | $6.66M | 4.7% | -82.6% | 0.009% | |
2/14/2025 | Arkos Global Advisors | 252,865 | $13.21M | 1.9% | +0.3% | 0.017% | |
2/14/2025 | Integrated Wealth Concepts LLC | 575,676 | $30.06M | 0.3% | -2.9% | 0.039% | |
2/14/2025 | Syon Capital LLC | 500,982 | $26.16M | 2.4% | -14.2% | 0.034% | |
2/14/2025 | Coppell Advisory Solutions LLC | 20,593 | $1.08M | 0.2% | +58.5% | 0.001% | |
2/14/2025 | IHT Wealth Management LLC | 52,381 | $2.74M | 0.1% | -35.2% | 0.004% | |
2/13/2025 | Foster Dykema Cabot & Partners LLC | 738 | $39K | 0.0% | -50.8% | 0.000% | |
2/13/2025 | Operose Advisors LLC | 732 | $38K | 0.0% | -92.9% | 0.000% | |
2/13/2025 | United Capital Financial Advisors LLC | 2,387,221 | $124.66M | 1.1% | -0.2% | 0.161% | |
2/13/2025 | Jump Financial LLC | 21,392 | $1.12M | 0.0% | N/A | 0.001% | |
2/13/2025 | M Holdings Securities Inc. | 12,048 | $629K | 0.1% | -1.9% | 0.001% | |
2/13/2025 | Rossby Financial LCC | 4,554 | $238K | 0.1% | N/A | 0.000% | |
2/13/2025 | Keystone Financial Group | 24,836 | $1.30M | 0.1% | N/A | 0.002% | |
2/13/2025 | Nicolet Bankshares Inc. | 16,830 | $879K | 0.2% | +12.5% | 0.001% | |
2/13/2025 | Sterling Capital Management LLC | 657,837 | $34.35M | 0.5% | +90.6% | 0.044% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 31,350 | $1.64M | 0.1% | +3.2% | 0.002% | |
2/13/2025 | Blue Edge Capital LLC | 129,616 | $6.77M | 1.1% | -4.8% | 0.009% | |
2/13/2025 | Bessemer Group Inc. | 1,328,315 | $69.37M | 0.1% | +2.4% | 0.090% | |
2/13/2025 | Canopy Partners LLC | 87,261 | $4.56M | 1.7% | -5.6% | 0.006% | |
2/13/2025 | Rathbones Group PLC | 29,070 | $1.52M | 0.0% | +1.0% | 0.002% | |
2/13/2025 | Shakespeare Wealth Management LLC | 238,432 | $12.45M | 3.4% | +0.4% | 0.016% | |
2/13/2025 | Wellspring Financial Advisors LLC | 782,001 | $40.84M | 0.7% | +77.0% | 0.053% | |
2/13/2025 | Waterloo Capital L.P. | 159,080 | $8.31M | 0.9% | +27.7% | 0.011% | |
2/13/2025 | Titleist Asset Management LLC | 123,837 | $6.47M | 0.7% | +24.8% | 0.008% | |
2/13/2025 | Russell Investments Group Ltd. | 109,170 | $5.70M | 0.0% | +20.3% | 0.007% | |
2/13/2025 | Oarsman Capital Inc. | 1,797 | $94K | 0.0% | -59.6% | 0.000% | |
2/12/2025 | Atlas Capital Advisors Inc. | 124,688 | $6.51M | 0.8% | +6.8% | 0.008% | |
2/12/2025 | Disciplina Capital Management LLC | 297,740 | $15.55M | 2.6% | -0.9% | 0.020% | |
2/12/2025 | Boston Research & Management Inc. | 104,942 | $5.48M | 1.3% | +1.3% | 0.007% | |
2/12/2025 | Summit Financial LLC | 228,424 | $11.93M | 0.4% | +0.3% | 0.015% | |
2/12/2025 | C M Bidwell & Associates Ltd. | 4,967 | $259K | 0.2% | -8.1% | 0.000% | |
2/12/2025 | Retirement Investment Advisors Inc. | 1,208,701 | $63.12M | 6.7% | +5.4% | 0.082% | |
2/12/2025 | Portland Global Advisors LLC | 242,881 | $12.68M | 1.6% | +5.6% | 0.016% | |
2/12/2025 | Rock Creek Group LP | 253,273 | $13.23M | 1.1% | -2.3% | 0.017% | |
2/12/2025 | Okabena Investment Services Inc. | 38,108 | $1.99M | 0.6% | +2.2% | 0.003% | |
2/12/2025 | Mechanics Financial Corp | 71,541 | $3.74M | 1.7% | +2.1% | 0.005% | |
2/12/2025 | Brown Brothers Harriman & Co. | 64,224 | $3.35M | 0.0% | +17.3% | 0.004% | |
2/12/2025 | RiverFront Investment Group LLC | 501,283 | $26.18M | 0.6% | +8.6% | 0.034% | |
2/12/2025 | Ramirez Asset Management Inc. | 4,098 | $214K | 0.0% | +1,507.1% | 0.000% | |
2/12/2025 | LM Advisors LLC | 68,262 | $3.57M | 0.6% | +8.9% | 0.005% | |
2/12/2025 | JPMorgan Chase & Co. | 32,658,528 | $1.71B | 0.1% | -1.8% | 2.207% | |
2/12/2025 | Wells Financial Advisors INC | 815 | $43K | 0.1% | -43.3% | 0.000% | |
2/12/2025 | Heritage Wealth Advisors | 847,675 | $44.27M | 2.2% | +2.0% | 0.057% | |
2/11/2025 | TIAA Trust National Association | 43,352,361 | $2.27B | 6.9% | +1.2% | 2.929% | |
2/11/2025 | CoreFirst Bank & Trust | 49,373 | $2.58M | 1.5% | N/A | 0.003% | |
2/11/2025 | Hirtle Callaghan & Co LLC | 2,133,397 | $111.41M | 4.7% | -3.5% | 0.144% | |
2/11/2025 | M Holdings Securities Inc. | 629 | $33K | 0.0% | -94.9% | 0.000% | |
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2/11/2025 | Swan Global Investments LLC | 244,930 | $12.79M | 0.4% | -36.8% | 0.017% | |
2/11/2025 | Fi3 FINANCIAL ADVISORS LLC | 22,250 | $1.16M | 0.4% | +442.9% | 0.002% | |
2/11/2025 | Millstone Evans Group LLC | 869 | $45K | 0.0% | N/A | 0.000% | |
2/11/2025 | Wayfinding Financial LLC | 8,278 | $432K | 0.2% | N/A | 0.001% | |
2/11/2025 | TD Private Client Wealth LLC | 715,040 | $37.34M | 1.0% | +8.1% | 0.048% | |
2/11/2025 | Lee Danner & Bass Inc. | 1,678 | $88K | 0.0% | N/A | 0.000% | |
2/11/2025 | Whittier Trust Co. of Nevada Inc. | 1,001,448 | $52.30M | 1.3% | +0.2% | 0.068% | |
2/11/2025 | Whittier Trust Co. | 819,635 | $42.80M | 0.6% | -5.7% | 0.055% | |
2/11/2025 | OLD Point Trust & Financial Services N A | 698 | $36K | 0.0% | N/A | 0.000% | |
2/11/2025 | iA Global Asset Management Inc. | 338,505 | $17.68M | 0.3% | -3.4% | 0.023% | |