5/13/2024 | O Shaughnessy Asset Management LLC | 7,833 | $1.16M | 0.0% | -1.2% | 0.003% | |
5/13/2024 | Alerus Financial NA | 17,873 | $2.64M | 0.2% | +1,005.3% | 0.007% | |
5/13/2024 | Rockport Wealth LLC | 20,809 | $3.06M | 1.1% | N/A | 0.008% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 593,073 | $87.62M | 2.5% | +1.6% | 0.219% | |
5/11/2024 | Davis R M Inc. | 1,450 | $214K | 0.0% | N/A | 0.001% | |
5/11/2024 | Resurgent Financial Advisors LLC | 2,031 | $300K | 0.2% | -46.2% | 0.001% | |
|
5/11/2024 | Covestor Ltd | 319 | $47K | 0.0% | +31.8% | 0.000% | |
5/11/2024 | Jacobi Capital Management LLC | 13,003 | $1.92M | 0.2% | -26.0% | 0.005% | |
5/11/2024 | Edgestream Partners L.P. | 20,502 | $3.03M | 0.2% | +10.9% | 0.008% | |
5/11/2024 | Ironsides Asset Advisors LLC | 1,635 | $242K | 0.1% | N/A | 0.001% | |
5/11/2024 | Patten & Patten Inc. TN | 41,462 | $6.13M | 0.4% | +11.1% | 0.015% | |
5/10/2024 | Osaic Holdings Inc. | 857,440 | $126.68M | 0.3% | -0.2% | 0.317% | |
5/10/2024 | TIAA Trust National Association | 26,184 | $3.87M | 0.0% | -3.4% | 0.010% | |
5/10/2024 | Cornerstone Advisors LLC | 24,400 | $3.61M | 0.1% | N/A | 0.009% | |
5/10/2024 | Spirepoint Private Client LLC | 11,102 | $1.64M | 0.2% | N/A | 0.004% | |
5/10/2024 | JPMorgan Chase & Co. | 14,150,320 | $2.09B | 0.2% | -3.6% | 5.229% | |
5/10/2024 | Councilmark Asset Management LLC | 1,700 | $251K | 0.2% | N/A | 0.001% | |
5/10/2024 | First Foundation Advisors | 2,003 | $296K | 0.0% | +29.1% | 0.001% | |
5/10/2024 | Banco Santander S.A. | 85,419 | $12.62M | 0.2% | +77.5% | 0.032% | |
5/10/2024 | J.Safra Asset Management Corp | 420,662 | $62.14M | 7.0% | -0.2% | 0.155% | |
5/10/2024 | Wintrust Investments LLC | 16,574 | $2.45M | 0.2% | +2.9% | 0.006% | |
5/10/2024 | Horizon Family Wealth Inc. | 5,204 | $769K | 0.6% | -24.7% | 0.002% | |
5/10/2024 | GM Advisory Group LLC | 106,111 | $15.68M | 1.1% | +5,704.8% | 0.039% | |
5/10/2024 | Nwam LLC | 22,454 | $3.20M | 0.3% | +17.5% | 0.008% | |
5/10/2024 | Gruss & Co. LLC | 5,000 | $739K | 4.1% | +25.0% | 0.002% | |
5/10/2024 | Banco BTG Pactual S.A. | 45,734 | $6.76M | 1.1% | N/A | 0.017% | |
5/10/2024 | Gratus Wealth Advisors LLC | 96,054 | $13.30M | 2.4% | -1.2% | 0.035% | |
5/9/2024 | Delos Wealth Advisors LLC | 22,909 | $3.38M | 3.8% | -35.3% | 0.008% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 31,492 | $4.65M | 0.3% | -12.9% | 0.012% | |
5/9/2024 | ProVise Management Group LLC | 12,641 | $1.87M | 0.2% | -10.4% | 0.005% | |
5/9/2024 | Private Portfolio Partners LLC | 15,052 | $2.22M | 0.5% | +6.5% | 0.006% | |
5/9/2024 | Orion Portfolio Solutions LLC | 62,308 | $9.21M | 0.1% | +26.0% | 0.023% | |
5/9/2024 | Blair William & Co. IL | 117,388 | $17.34M | 0.1% | +5.7% | 0.043% | |
5/9/2024 | HBK Sorce Advisory LLC | 4,053 | $599K | 0.0% | +3.3% | 0.001% | |
5/9/2024 | Kingsview Wealth Management LLC | 136,946 | $20.23M | 0.5% | -33.1% | 0.051% | |
5/9/2024 | Condor Capital Management | 6,208 | $917K | 0.1% | -1.6% | 0.002% | |
5/9/2024 | Zega Financial LLC | 6,554 | $968K | 0.3% | -10.4% | 0.002% | |
5/9/2024 | JBR Co Financial Management Inc | 4,971 | $734K | 0.6% | -4.4% | 0.002% | |
5/9/2024 | Ledyard National Bank | 7,876 | $1.16M | 0.1% | -3.5% | 0.003% | |
5/9/2024 | Fortis Capital Advisors LLC | 2,549 | $377K | 0.2% | +13.9% | 0.001% | |
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5/9/2024 | Interchange Capital Partners LLC | 8,267 | $1.22M | 0.8% | +5.0% | 0.003% | |
5/9/2024 | TD Asset Management Inc | 890,583 | $131.57M | 0.1% | +0.3% | 0.329% | |
5/9/2024 | Dearborn Partners LLC | 5,539 | $818K | 0.0% | +4.7% | 0.002% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 5,015 | $741K | 0.1% | +15.0% | 0.002% | |
5/9/2024 | Koshinski Asset Management Inc. | 11,545 | $1.71M | 0.2% | -29.7% | 0.004% | |
5/8/2024 | Berkshire Money Management Inc. | 31,067 | $4.59M | 0.6% | -13.9% | 0.011% | |
5/8/2024 | FPC Investment Advisory Inc. | 28,688 | $4.04M | 4.0% | N/A | 0.011% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 20,901 | $3.09M | 0.1% | +421.5% | 0.008% | |
5/8/2024 | MAI Capital Management | 199,218 | $29.43M | 0.3% | +1.2% | 0.074% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 222,226 | $32.83M | 2.0% | +3.3% | 0.082% | |
5/8/2024 | Private Wealth Advisors LLC | 81,678 | $12.07M | 4.9% | -4.8% | 0.030% | |
5/8/2024 | Sheets Smith Wealth Management | 3,411 | $504K | 0.1% | +14.5% | 0.001% | |
5/8/2024 | Financial & Tax Architects LLC | 4,563 | $674K | 0.2% | -9.5% | 0.002% | |
5/8/2024 | Bleakley Financial Group LLC | 30,235 | $4.47M | 0.1% | +1.6% | 0.011% | |
5/8/2024 | Winthrop Capital Management LLC | 54,995 | $8.12M | 3.7% | +0.2% | 0.020% | |
5/8/2024 | Heritage Wealth Advisors | 850 | $126K | 0.0% | -83.4% | 0.000% | |
5/8/2024 | Focused Wealth Management Inc | 71,898 | $10.62M | 1.6% | +5.0% | 0.027% | |
5/8/2024 | Avantax Advisory Services Inc. | 227,397 | $33.59M | 0.3% | +10.5% | 0.084% | |
5/8/2024 | US Bancorp DE | 556,870 | $82.27M | 0.1% | -1.2% | 0.206% | |
5/8/2024 | SP Asset Management LLC | 176,976 | $26.15M | 2.4% | -0.3% | 0.065% | |
5/8/2024 | Russell Investments Group Ltd. | 439 | $65K | 0.0% | +128.6% | 0.000% | |
5/8/2024 | Trademark Financial Management LLC | 5,516 | $815K | 0.7% | N/A | 0.002% | |
5/8/2024 | Headlands Technologies LLC | 4,713 | $696K | 0.2% | N/A | 0.002% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 4,149 | $613K | 0.0% | +56.1% | 0.002% | |
5/8/2024 | Thoroughbred Financial Services LLC | 2,623 | $387K | 0.0% | -20.3% | 0.001% | |
5/7/2024 | Verus Capital Partners LLC | 20,372 | $3.01M | 0.3% | -18.4% | 0.008% | |
5/7/2024 | Meeder Asset Management Inc. | 23,433 | $3.46M | 0.2% | +9.7% | 0.009% | |
5/7/2024 | NorthRock Partners LLC | 1,575 | $233K | 0.0% | -14.6% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 32,645 | $4.82M | 0.1% | +1.4% | 0.012% | |
5/7/2024 | WNY Asset Management LLC | 2,414 | $357K | 0.1% | +20.3% | 0.001% | |
5/7/2024 | Abbrea Capital LLC | 11,837 | $1.75M | 0.2% | +7.2% | 0.004% | |
5/7/2024 | Stonebrook Private Inc. | 5,730 | $847K | 0.2% | +5.7% | 0.002% | |
5/7/2024 | SilverOak Wealth Management LLC | 1,752 | $259K | 0.1% | N/A | 0.001% | |
5/7/2024 | Concurrent Investment Advisors LLC | 123,947 | $18.31M | 0.7% | +8.3% | 0.046% | |
5/7/2024 | RPG Investment Advisory LLC | 4,365 | $645K | 0.1% | +5.3% | 0.002% | |
5/7/2024 | Atomi Financial Group Inc. | 8,423 | $1.24M | 0.1% | +95.4% | 0.003% | |
5/7/2024 | Primoris Wealth Advisors LLC | 10,286 | $1.52M | 1.2% | -2.6% | 0.004% | |
5/7/2024 | WealthPLAN Partners LLC | 13,433 | $1.98M | 0.2% | -1.0% | 0.005% | |
5/7/2024 | Susquehanna International Group Ltd. | 20,158 | $2.98M | 0.7% | N/A | 0.007% | |
5/7/2024 | KCM Investment Advisors LLC | 311,332 | $45.99M | 1.7% | -1.5% | 0.115% | |
5/7/2024 | Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 24,608 | $3.64M | 5.8% | -21.9% | 0.009% | |
5/7/2024 | NTV Asset Management LLC | 5,630 | $832K | 0.1% | -8.2% | 0.002% | |
5/7/2024 | Highland Capital Management LLC | 12,605 | $1.86M | 0.1% | +22.9% | 0.005% | |
5/7/2024 | Nvwm LLC | 18,746 | $2.77M | 0.8% | -1.9% | 0.007% | |
5/7/2024 | Nelson Capital Management LLC | 19,898 | $2.94M | 0.6% | -9.2% | 0.007% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 93,384 | $13.80M | 0.2% | +101.6% | 0.035% | |
5/7/2024 | Oppenheimer & Co. Inc. | 127,885 | $18.89M | 0.3% | +11.1% | 0.047% | |
5/7/2024 | PFG Advisors | 35,058 | $5.18M | 0.4% | -48.4% | 0.013% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,725 | $550K | 0.0% | -17.6% | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 14,444 | $2.13M | 0.0% | -1.4% | 0.005% | |
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5/7/2024 | Empowered Funds LLC | 55,192 | $8.15M | 0.1% | N/A | 0.020% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 91,854 | $13.57M | 0.1% | +53.2% | 0.034% | |
5/6/2024 | Leuthold Group LLC | 26,972 | $3.99M | 0.4% | -6.4% | 0.010% | |
5/6/2024 | Advisory Services Network LLC | 83,317 | $12.31M | 0.3% | +71.9% | 0.031% | |
5/6/2024 | Advisory Alpha LLC | 388,699 | $57.42M | 2.4% | +45.9% | 0.144% | |
5/4/2024 | Howland Capital Management LLC | 2,271 | $335K | 0.0% | N/A | 0.001% | |
5/4/2024 | Beacon Bridge Wealth Partners LLC | 3,234 | $478K | 0.2% | +20.4% | 0.001% | |
5/4/2024 | Noesis Capital Mangement Corp | 4,567 | $675K | 0.1% | -2.2% | 0.002% | |
5/4/2024 | Geneos Wealth Management Inc. | 6,987 | $1.03M | 0.0% | -71.0% | 0.003% | |
5/4/2024 | Essex LLC | 24,740 | $3.66M | 0.8% | +6.5% | 0.009% | |