7/25/2025 | CWM LLC | 9,746 | $786K | 0.0% | -75.2% | 0.009% | |
7/25/2025 | Richardson Financial Services Inc. | 5,719 | $462K | 0.3% | -21.2% | 0.006% | |
7/24/2025 | Acima Private Wealth LLC | 28,104 | $2.27M | 0.8% | -1.5% | 0.027% | |
7/24/2025 | Blue Trust Inc. | 662 | $53K | 0.0% | N/A | 0.001% | |
7/21/2025 | Custos Family Office LLC | 3,951 | $319K | 0.1% | -9.1% | 0.004% | |
7/21/2025 | Greenwood Capital Associates LLC | 46,578 | $3.76M | 0.5% | +2.3% | 0.045% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 486,115 | $39.23M | 0.1% | +12.9% | 0.470% | |
7/18/2025 | Trust Co. of Vermont | 465 | $38K | 0.0% | N/A | 0.000% | |
7/18/2025 | Truist Financial Corp | 13,807 | $1.11M | 0.0% | -30.6% | 0.013% | |
7/17/2025 | HB Wealth Management LLC | 3,597 | $290K | 0.0% | N/A | 0.003% | |
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7/17/2025 | Janney Montgomery Scott LLC | 42,123 | $3.40M | 0.0% | -45.0% | 0.041% | |
7/15/2025 | TD Private Client Wealth LLC | 576 | $46K | 0.0% | -65.6% | 0.001% | |
7/15/2025 | Ballentine Partners LLC | 8,085 | $652K | 0.0% | -21.3% | 0.008% | |
7/15/2025 | Fifth Third Bancorp | 396 | $32K | 0.0% | N/A | 0.000% | |
7/14/2025 | Sowell Financial Services LLC | 8,818 | $712K | 0.0% | -16.0% | 0.009% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,180 | $585K | 0.0% | -33.8% | 0.007% | |
7/9/2025 | Sunpointe LLC | 15,749 | $1.27M | 0.5% | +6.0% | 0.015% | |
7/9/2025 | Balefire LLC | 3,165 | $255K | 0.1% | N/A | 0.003% | |
5/16/2025 | Jones Financial Companies Lllp | 668,517 | $47.84M | 0.0% | N/A | 0.641% | |
5/16/2025 | NewEdge Advisors LLC | 4,374 | $313K | 0.0% | -42.1% | 0.004% | |
5/15/2025 | Royal Bank of Canada | 158,886 | $11.37M | 0.0% | -23.9% | 0.152% | |
5/14/2025 | Comerica Bank | 23,004 | $1.65M | 0.0% | -1.8% | 0.022% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,914 | $209K | 0.0% | +18.3% | 0.003% | |
5/14/2025 | Douglass Winthrop Advisors LLC | 7,502 | $537K | 0.0% | N/A | 0.007% | |
5/14/2025 | PGIM Custom Harvest LLC | 74,078 | $5.30M | 0.1% | -3.6% | 0.071% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 43,572 | $3.12M | 0.2% | -11.2% | 0.042% | |
5/13/2025 | Raymond James Financial Inc. | 498,633 | $35.68M | 0.0% | +95.8% | 0.477% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,456 | $462K | 0.0% | +9.0% | 0.006% | |
5/13/2025 | HighTower Advisors LLC | 455,578 | $32.60M | 0.0% | -0.2% | 0.436% | |
5/12/2025 | Maia Wealth LLC | 4,017 | $285K | 0.1% | +6.4% | 0.004% | |
5/12/2025 | Atlas Capital Advisors Inc. | 87,508 | $6.26M | 0.8% | +7.1% | 0.084% | |
5/12/2025 | JPMorgan Chase & Co. | 76,406,547 | $5.47B | 0.4% | +4.1% | 73.046% | |
5/9/2025 | Acima Private Wealth LLC | 28,524 | $2.04M | 0.7% | -2.6% | 0.027% | |
5/9/2025 | Argent Trust Co | 9,094 | $651K | 0.0% | -12.1% | 0.009% | |
5/9/2025 | PNC Financial Services Group Inc. | 3,933 | $281K | 0.0% | +20.6% | 0.004% | |
5/8/2025 | SSA Swiss Advisors AG | 776 | $56K | 0.0% | N/A | 0.001% | |
5/7/2025 | LPL Financial LLC | 176,916 | $12.66M | 0.0% | +4.5% | 0.169% | |
5/6/2025 | Assetmark Inc. | 744,075 | $53.25M | 0.1% | -1.2% | 0.711% | |
5/6/2025 | Cetera Investment Advisers | 94,013 | $6.73M | 0.0% | -23.2% | 0.090% | |
5/6/2025 | AE Wealth Management LLC | 344 | $25K | 0.0% | -63.3% | 0.000% | |
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5/6/2025 | Wedbush Securities Inc. | 4,634 | $332K | 0.0% | +4.5% | 0.004% | |
5/6/2025 | Richardson Financial Services Inc. | 7,260 | $520K | 0.4% | -1.9% | 0.007% | |
5/6/2025 | Choreo LLC | 36,686 | $2.63M | 0.0% | -4.8% | 0.035% | |
5/5/2025 | Csenge Advisory Group | 4,070 | $293K | 0.0% | -12.9% | 0.004% | |
5/2/2025 | Segall Bryant & Hamill LLC | 83,673 | $5.99M | 0.1% | -11.1% | 0.080% | |
5/2/2025 | Victory Capital Management Inc. | 161,224 | $11.54M | 0.0% | -57.6% | 0.154% | |
5/1/2025 | LRI Investments LLC | 595 | $43K | 0.0% | N/A | 0.001% | |
5/1/2025 | CWM LLC | 39,359 | $2.82M | 0.0% | -14.2% | 0.038% | |
5/1/2025 | Alaska Permanent Capital Management LLC | 18,510 | $1.32M | 0.1% | -3.9% | 0.018% | |
5/1/2025 | Ballentine Partners LLC | 10,273 | $735K | 0.0% | N/A | 0.010% | |
4/30/2025 | Cerity Partners LLC | 5,394 | $386K | 0.0% | +46.9% | 0.005% | |
4/30/2025 | Allworth Financial LP | 559 | $41K | 0.0% | -31.0% | 0.001% | |
4/29/2025 | Richard Bernstein Advisors LLC | 1,658 | $119K | 0.0% | -99.8% | 0.002% | |
4/29/2025 | Cooksen Wealth LLC | 3,728 | $249K | 0.2% | +22.6% | 0.004% | |
4/29/2025 | Envestnet Asset Management Inc. | 751,543 | $53.78M | 0.0% | -15.9% | 0.718% | |
4/29/2025 | Cloud Capital Management LLC | 6,326 | $452K | 0.3% | N/A | 0.006% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 500 | $36K | 0.0% | -56.5% | 0.000% | |
4/29/2025 | OneDigital Investment Advisors LLC | 20,638 | $1.48M | 0.0% | -24.9% | 0.020% | |
4/28/2025 | Private Trust Co. NA | 8,753 | $626K | 0.1% | -2.8% | 0.008% | |
4/25/2025 | Spinnaker Trust | 125,428 | $8.98M | 0.6% | +524.8% | 0.120% | |
4/25/2025 | Custos Family Office LLC | 4,347 | $311K | 0.1% | -5.1% | 0.004% | |
4/24/2025 | Golden State Wealth Management LLC | 369 | $26K | 0.0% | N/A | 0.000% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 430,677 | $30.67M | 0.1% | -5.8% | 0.412% | |
4/23/2025 | Golden State Wealth Management LLC | 369 | $26K | 0.0% | N/A | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 31,195 | $2.23M | 0.0% | +239.2% | 0.030% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 2,832 | $203K | 0.0% | -69.9% | 0.003% | |
4/22/2025 | Innealta Capital LLC | 13,552 | $970K | 0.5% | -36.2% | 0.013% | |
4/17/2025 | Inscription Capital LLC | 6,959 | $465K | 0.1% | N/A | 0.007% | |
4/17/2025 | QRG Capital Management Inc. | 3,144 | $225K | 0.0% | N/A | 0.003% | |
4/17/2025 | Janney Montgomery Scott LLC | 76,583 | $5.48M | 0.0% | -4.0% | 0.074% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 10,843 | $776K | 0.0% | +3.7% | 0.010% | |
4/15/2025 | Sapient Capital LLC | 6,582 | $471K | 0.0% | -10.8% | 0.006% | |
4/15/2025 | Greenwood Capital Associates LLC | 45,533 | $3.26M | 0.4% | +1.6% | 0.044% | |
4/11/2025 | Ullmann Wealth Partners Group LLC | 4,325 | $309K | 0.0% | -21.7% | 0.004% | |
4/10/2025 | Financial Management Professionals Inc. | 105,320 | $7.54M | 1.0% | +11.1% | 0.102% | |
4/7/2025 | GAMMA Investing LLC | 27,908 | $2.00M | 0.0% | +8,357.0% | 0.027% | |
4/2/2025 | Marcum Wealth LLC | 5,225 | $374K | 0.0% | -4.1% | 0.005% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,461 | $738K | 0.0% | +6.5% | 0.010% | |
2/26/2025 | Yoffe Investment Management LLC | 10,650 | $752K | 1.1% | N/A | 0.010% | |
2/17/2025 | Willis Johnson & Associates Inc. | 101,160 | $7.14M | 0.5% | -22.6% | 0.093% | |
2/17/2025 | Royal Bank of Canada | 208,901 | $14.75M | 0.0% | +11.9% | 0.193% | |
2/17/2025 | Quantinno Capital Management LP | 6,991 | $493K | 0.0% | +7.6% | 0.006% | |
2/17/2025 | EP Wealth Advisors LLC | 1,845 | $130K | 0.0% | +16.0% | 0.002% | |
2/17/2025 | Cetera Investment Advisers | 122,456 | $8.64M | 0.0% | -2.9% | 0.113% | |
2/17/2025 | Citadel Advisors LLC | 7,490 | $529K | 0.0% | -73.7% | 0.007% | |
2/17/2025 | Bank of America Corp DE | 1,675,160 | $118.25M | 0.0% | -3.8% | 1.547% | |
2/17/2025 | Ameriprise Financial Inc. | 815,094 | $57.54M | 0.0% | +16.2% | 0.753% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 4,129 | $291K | 0.0% | -12.7% | 0.004% | |
2/14/2025 | Comerica Bank | 23,421 | $1.65M | 0.0% | +2.8% | 0.022% | |
2/14/2025 | Northern Trust Corp | 5,230 | $369K | 0.0% | -5.6% | 0.005% | |
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2/14/2025 | Kovitz Investment Group Partners LLC | 5,921 | $418K | 0.0% | N/A | 0.005% | |
2/14/2025 | Evercore Wealth Management LLC | 3,487 | $246K | 0.0% | N/A | 0.003% | |
2/14/2025 | Syon Capital LLC | 14,390 | $1.02M | 0.1% | +2.3% | 0.013% | |
2/14/2025 | Stifel Financial Corp | 45,771 | $3.23M | 0.0% | +34.8% | 0.042% | |
2/14/2025 | OneDigital Investment Advisors LLC | 27,496 | $1.94M | 0.0% | +41.3% | 0.025% | |
2/14/2025 | TD Waterhouse Canada Inc. | 3,473 | $245K | 0.0% | +30.3% | 0.003% | |
2/14/2025 | MML Investors Services LLC | 17,016 | $1.20M | 0.0% | -7.5% | 0.016% | |
2/13/2025 | NewEdge Advisors LLC | 7,548 | $533K | 0.0% | +5.3% | 0.007% | |
2/13/2025 | Mariner LLC | 7,811 | $551K | 0.0% | -4.7% | 0.007% | |
2/13/2025 | Elm Partners Management LLC | 408,555 | $28.84M | 2.0% | -12.6% | 0.377% | |