1/17/2025 | Avior Wealth Management LLC | 1,046 | $66K | 0.0% | +102.3% | 0.000% | |
1/17/2025 | Wesbanco Bank Inc. | 10,804 | $686K | 0.0% | +7.2% | 0.004% | |
1/17/2025 | Janney Montgomery Scott LLC | 271,767 | $17.25M | 0.0% | +4.3% | 0.094% | |
1/17/2025 | SG Americas Securities LLC | 153,092 | $9.72M | 0.0% | -42.8% | 0.053% | |
1/17/2025 | Westside Investment Management Inc. | 9,166 | $582K | 0.1% | +472.9% | 0.003% | |
1/17/2025 | Janney Capital Management LLC | 5,365 | $341K | 0.0% | -5.4% | 0.002% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 14,748 | $947K | 0.3% | -1.4% | 0.005% | |
1/17/2025 | Atomi Financial Group Inc. | 4,881 | $310K | 0.0% | N/A | 0.002% | |
1/16/2025 | Aspiriant LLC | 3,219 | $204K | 0.0% | +6.6% | 0.001% | |
1/16/2025 | Ballentine Partners LLC | 587,832 | $37.31M | 0.6% | +2.1% | 0.202% | |
|
1/16/2025 | Bridgewater Advisors Inc. | 14,776 | $936K | 0.1% | -3.4% | 0.005% | |
1/16/2025 | BigSur Wealth Management LLC | 161,455 | $10.25M | 2.9% | -8.3% | 0.056% | |
1/16/2025 | Mechanics Bank Trust Department | 12,006 | $762K | 0.1% | -4.9% | 0.004% | |
1/15/2025 | Sandy Cove Advisors LLC | 14,796 | $939K | 0.4% | -10.2% | 0.005% | |
1/15/2025 | WealthBridge Investment Counsel Inc. | 123,105 | $7.81M | 2.9% | +0.7% | 0.042% | |
1/15/2025 | Lummis Asset Management LP | 13,551 | $860K | 1.1% | -1.8% | 0.005% | |
1/15/2025 | Lake Street Private Wealth LLC | 69,283 | $4.40M | 0.7% | -14.8% | 0.024% | |
1/15/2025 | Family Wealth Partners LLC | 25,852 | $1.64M | 0.8% | +4.8% | 0.009% | |
1/15/2025 | Ritholtz Wealth Management | 35,164 | $2.23M | 0.1% | +8.5% | 0.012% | |
1/15/2025 | BFI Infinity Ltd. | 51,950 | $3.30M | 3.6% | N/A | 0.018% | |
1/14/2025 | Rockingstone Advisors LLC | 45,322 | $2.88M | 1.3% | +2.5% | 0.016% | |
1/14/2025 | Cliftonlarsonallen Wealth Advisors LLC | 40,512 | $2.57M | 0.0% | +1.9% | 0.014% | |
1/14/2025 | Presilium Private Wealth LLC | 572,551 | $36.34M | 8.4% | +7.1% | 0.197% | |
1/14/2025 | Smith Anglin Financial LLC | 7,646 | $485K | 0.0% | +4.3% | 0.003% | |
1/14/2025 | Park Avenue Securities LLC | 5,477 | $348K | 0.0% | +74.3% | 0.002% | |
1/14/2025 | Fiduciary Financial Group LLC | 12,360 | $784K | 0.2% | +13.8% | 0.004% | |
1/14/2025 | Sharper & Granite LLC | 41,154 | $2.61M | 1.1% | -4.7% | 0.014% | |
1/14/2025 | Cypress Financial Planning LLC | 12,895 | $818K | 0.3% | +1.3% | 0.004% | |
1/13/2025 | Courier Capital LLC | 220,626 | $14.00M | 1.0% | +1.1% | 0.076% | |
1/13/2025 | Miracle Mile Advisors LLC | 9,840 | $625K | 0.0% | -29.2% | 0.003% | |
1/13/2025 | Brookstone Capital Management | 3,477 | $221K | 0.0% | -21.1% | 0.001% | |
1/13/2025 | Fiduciary Alliance LLC | 7,077 | $449K | 0.0% | -4.6% | 0.002% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 118,844 | $7.54M | 0.0% | +0.5% | 0.041% | |
1/8/2025 | Collective Family Office LLC | 15,940 | $1.01M | 0.3% | -5.1% | 0.005% | |
1/8/2025 | International Assets Investment Management LLC | 6,131 | $387K | 0.0% | N/A | 0.002% | |
1/8/2025 | Innova Wealth Partners | 17,129 | $1.09M | 0.7% | N/A | 0.006% | |
1/7/2025 | Diversified Trust Co | 6,033 | $383K | 0.0% | -6.4% | 0.002% | |
1/7/2025 | Moller Wealth Partners | 112,194 | $7.12M | 1.9% | -0.2% | 0.039% | |
1/6/2025 | Stairway Partners LLC | 1,101,604 | $69.92M | 4.4% | +11.6% | 0.379% | |
1/3/2025 | Modus Advisors LLC | 430 | $27K | 0.0% | N/A | 0.000% | |
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1/3/2025 | Versant Capital Management Inc | 5,516 | $350K | 0.1% | -6.2% | 0.002% | |
12/26/2024 | JPMorgan Chase & Co. | 32,038,408 | $2.28B | 0.2% | -4.4% | 11.029% | |
12/18/2024 | Syntax Research Inc. | 666 | $47K | 0.0% | N/A | 0.000% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 39,284 | $2.79M | 0.1% | -10.4% | 0.014% | |
12/3/2024 | Garde Capital Inc. | 1,090,968 | $77.57M | 5.1% | +0.4% | 0.376% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 8,762 | $623K | 0.1% | N/A | 0.003% | |
11/27/2024 | Franklin Resources Inc. | 16,198 | $1.13M | 0.0% | +384.0% | 0.006% | |
11/26/2024 | Peapack Gladstone Financial Corp | 539,791 | $38.38M | 0.6% | -0.8% | 0.186% | |
11/25/2024 | Synovus Financial Corp | 3,602 | $256K | 0.0% | N/A | 0.001% | |
11/25/2024 | Tidal Investments LLC | 19,146 | $1.36M | 0.0% | +1.6% | 0.007% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 1,977 | $141K | 0.0% | N/A | 0.001% | |
11/25/2024 | World Investment Advisors LLC | 20,489 | $1.46M | 0.0% | N/A | 0.007% | |
11/25/2024 | Sanctuary Advisors LLC | 121,029 | $7.84M | 0.0% | +132.8% | 0.042% | |
11/20/2024 | Westside Investment Management Inc. | 1,600 | $114K | 0.0% | N/A | 0.001% | |
11/18/2024 | Sunbelt Securities Inc. | 7,781 | $553K | 0.1% | -4.0% | 0.003% | |
11/15/2024 | Executive Wealth Management LLC | 4,818 | $343K | 0.0% | N/A | 0.002% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 16,800 | $1.19M | 0.0% | +7.7% | 0.006% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 5,661 | $402K | 0.0% | -62.2% | 0.002% | |
11/15/2024 | MML Investors Services LLC | 145,850 | $10.37M | 0.0% | -19.2% | 0.050% | |
11/15/2024 | Headinvest LLC | 8,769 | $623K | 0.1% | +5.1% | 0.003% | |
11/15/2024 | Delos Wealth Advisors LLC | 461 | $33K | 0.0% | N/A | 0.000% | |
11/15/2024 | Glen Eagle Advisors LLC | 1,812 | $129K | 0.0% | +12.1% | 0.001% | |
11/15/2024 | EP Wealth Advisors LLC | 10,478 | $745K | 0.0% | -40.4% | 0.004% | |
11/15/2024 | Insigneo Advisory Services LLC | 37,964 | $2.70M | 0.3% | -7.3% | 0.013% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 14,607 | $1.04M | 0.0% | +9.2% | 0.005% | |
11/15/2024 | State Street Corp | 427,717 | $30.41M | 0.0% | -81.2% | 0.147% | |
11/15/2024 | Stifel Financial Corp | 674,380 | $47.95M | 0.1% | -2.4% | 0.232% | |
11/15/2024 | IHT Wealth Management LLC | 5,068 | $360K | 0.0% | -62.7% | 0.002% | |
11/15/2024 | Integrated Wealth Concepts LLC | 13,355 | $950K | 0.0% | +8.1% | 0.005% | |
11/15/2024 | Itau Unibanco Holding S.A. | 946,648 | $67.31M | 2.2% | -1.7% | 0.326% | |
11/15/2024 | Janus Henderson Group PLC | 739,574 | $52.58M | 0.0% | -2.1% | 0.255% | |
11/15/2024 | HighTower Advisors LLC | 1,765,844 | $125.53M | 0.2% | +1.5% | 0.608% | |
11/15/2024 | Hilltop Holdings Inc. | 3,585 | $255K | 0.0% | -42.5% | 0.001% | |
11/15/2024 | Coastwise Capital Group LLC | 3,478 | $247K | 0.2% | -12.2% | 0.001% | |
11/15/2024 | Atom Investors LP | 120,586 | $8.57M | 0.9% | +109.6% | 0.042% | |
11/14/2024 | Arete Wealth Advisors LLC | 17,525 | $1.24M | 0.1% | -44.4% | 0.006% | |
11/14/2024 | Rockefeller Capital Management L.P. | 103,204 | $7.34M | 0.0% | +7.3% | 0.036% | |
11/14/2024 | Teachers Insurance & Annuity Association of America | 1,000 | $71K | 0.1% | N/A | 0.000% | |
11/14/2024 | Fiduciary Trust Co | 151,744 | $10.79M | 0.2% | -2.5% | 0.052% | |
11/13/2024 | Glenmede Trust Co. NA | 12,785 | $909K | 0.0% | -11.3% | 0.004% | |
11/13/2024 | Freedom Investment Management Inc. | 7,853 | $558K | 0.0% | -5.4% | 0.003% | |
11/13/2024 | Townsquare Capital LLC | 96,454 | $6.86M | 0.1% | +8.9% | 0.033% | |
11/13/2024 | BNP Paribas Financial Markets | 206,090 | $14.65M | 0.0% | -9.3% | 0.071% | |
11/13/2024 | FMR LLC | 50,775 | $3.61M | 0.0% | +26.1% | 0.017% | |
11/13/2024 | D.A. Davidson & CO. | 3,301 | $235K | 0.0% | -42.2% | 0.001% | |
11/13/2024 | The Manufacturers Life Insurance Company | 5,494 | $391K | 0.0% | +64.8% | 0.002% | |
11/13/2024 | Bank of Montreal Can | 1,150,886 | $82.50M | 0.0% | +12.5% | 0.396% | |
11/13/2024 | Private Trust Co. NA | 16,515 | $1.17M | 0.1% | -2.8% | 0.006% | |
11/13/2024 | Brown Brothers Harriman & Co. | 6,509 | $463K | 0.0% | -4.8% | 0.002% | |
11/13/2024 | Fisher Asset Management LLC | 3,021,084 | $214.80M | 0.1% | -3.9% | 1.040% | |
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11/13/2024 | Estate Counselors LLC | 9,403 | $669K | 0.1% | -35.6% | 0.003% | |
11/12/2024 | Centaurus Financial Inc. | 4,165 | $296K | 0.0% | -77.6% | 0.001% | |
11/12/2024 | Sompo Asset Management Co. Ltd. | 9,812 | $698K | 0.1% | -46.3% | 0.003% | |
11/12/2024 | Penserra Capital Management LLC | 397,976 | $28.30M | 0.6% | +40.2% | 0.137% | |
11/12/2024 | Kingsview Wealth Management LLC | 3,610 | $257K | 0.0% | N/A | 0.001% | |
11/12/2024 | Advisory Services & Investments LLC | 3,001 | $213K | 0.1% | N/A | 0.001% | |
11/12/2024 | Cerity Partners LLC | 247,374 | $17.59M | 0.0% | +54.5% | 0.085% | |
11/12/2024 | GenTrust LLC | 969,431 | $68.93M | 3.4% | -2.3% | 0.334% | |
11/12/2024 | Nwam LLC | 8,425 | $599K | 0.0% | N/A | 0.003% | |
11/12/2024 | Biltmore Family Office LLC | 15,072 | $1.07M | 0.2% | N/A | 0.005% | |