4/23/2024 | Fifth Third Bancorp | 844 | $56K | 0.0% | -54.4% | 0.001% | |
4/23/2024 | Sapient Capital LLC | 11,249 | $752K | 0.0% | -12.0% | 0.011% | |
4/22/2024 | Raymond James & Associates | 241,158 | $16.11M | 0.0% | +1.3% | 0.226% | |
4/19/2024 | Willis Johnson & Associates Inc. | 114,053 | $7.62M | 0.7% | +6.9% | 0.107% | |
4/15/2024 | Atlas Capital Advisors LLC | 47,562 | $3.18M | 0.5% | +15.1% | 0.048% | |
4/10/2024 | Marcum Wealth LLC | 5,851 | $391K | 0.0% | +10.1% | 0.006% | |
|
3/22/2024 | PNC Financial Services Group Inc. | 3,237 | $208K | 0.0% | -26.3% | 0.003% | |
3/22/2024 | Cooksen Wealth LLC | 3,728 | $239K | 0.3% | N/A | 0.004% | |
3/5/2024 | Twin Focus Capital Partners LLC | 7,034 | $451K | 0.0% | N/A | 0.007% | |
3/4/2024 | Richardson Financial Services Inc. | 7,712 | $494K | 0.4% | N/A | 0.008% | |
2/26/2024 | Syon Capital LLC | 17,744 | $1.14M | 0.1% | N/A | 0.018% | |
2/20/2024 | Sunpointe LLC | 4,757 | $305K | 0.4% | N/A | 0.005% | |
2/14/2024 | Icon Wealth Advisors LLC | 6,302 | $404K | 0.0% | N/A | 0.006% | |
2/13/2024 | Envestnet Asset Management Inc. | 891,479 | $57.16M | 0.0% | -1.6% | 0.906% | |
2/13/2024 | CIBC Private Wealth Group LLC | 8,278 | $531K | 0.0% | N/A | 0.008% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,156 | $74K | 0.0% | N/A | 0.001% | |
2/12/2024 | Scotia Capital Inc. | 6,162 | $395K | 0.0% | +25.7% | 0.006% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 59,723 | $3.83M | 0.3% | +7.8% | 0.061% | |
2/12/2024 | Innealta Capital LLC | 66,641 | $4.27M | 1.9% | +95.4% | 0.068% | |
2/12/2024 | Heritage Wealth Advisors | 1,131 | $73K | 0.0% | N/A | 0.001% | |
2/9/2024 | Assetmark Inc. | 724,104 | $46.43M | 0.2% | -2.1% | 0.736% | |
2/9/2024 | Corient Private Wealth LLC | 134,485 | $8.62M | 0.0% | -6.9% | 0.137% | |
2/9/2024 | UBS Group AG | 93,971 | $6.03M | 0.0% | +15.3% | 0.096% | |
2/8/2024 | Financial Advocates Investment Management | 7,130 | $436K | 0.0% | N/A | 0.007% | |
2/8/2024 | Quadrant Capital Group LLC | 5,254 | $337K | 0.0% | N/A | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 87,448 | $5.61M | 0.0% | +1.5% | 0.089% | |
2/7/2024 | Principal Securities Inc. | 561 | $36K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 8,434 | $541K | 0.0% | N/A | 0.009% | |
2/6/2024 | Cullen Frost Bankers Inc. | 432 | $28K | 0.0% | +43,100.0% | 0.000% | |
2/6/2024 | Avidian Wealth Solutions LLC | 165,772 | $10.63M | 0.7% | -2.3% | 0.169% | |
2/6/2024 | Sapient Capital LLC | 12,787 | $820K | 0.0% | N/A | 0.013% | |
2/5/2024 | RiverFront Investment Group LLC | 388,050 | $24.88M | 0.8% | +3.4% | 0.395% | |
2/5/2024 | Transcend Capital Advisors LLC | 7,485 | $480K | 0.0% | -10.7% | 0.008% | |
2/2/2024 | Truist Financial Corp | 34,332 | $2.20M | 0.0% | -1.3% | 0.035% | |
2/2/2024 | Spinnaker Trust | 21,175 | $1.36M | 0.1% | -1.8% | 0.022% | |
2/2/2024 | Syon Capital LLC | 17,762 | $1.14M | 0.1% | N/A | 0.018% | |
2/1/2024 | CWM LLC | 44,041 | $2.82M | 0.0% | +36.7% | 0.045% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 939 | $60K | 0.0% | N/A | 0.001% | |
1/30/2024 | Keel Point LLC | 43,408 | $2.78M | 0.3% | -2.9% | 0.044% | |
1/29/2024 | Elm Partners Management LLC | 225,733 | $14.47M | 1.3% | +7.3% | 0.230% | |
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1/29/2024 | Sapient Capital LLC | 12,787 | $820K | 0.0% | N/A | 0.013% | |
1/26/2024 | Turtle Creek Wealth Advisors LLC | 2,965 | $190K | 0.1% | N/A | 0.003% | |
1/25/2024 | International Assets Investment Management LLC | 105,990 | $6.80M | 0.0% | N/A | 0.108% | |
1/25/2024 | Busey Bank | 3,132 | $201K | 0.0% | N/A | 0.003% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 3,346 | $215K | 0.1% | N/A | 0.003% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 135,130 | $8.67M | 0.0% | +5.8% | 0.137% | |
1/24/2024 | International Assets Investment Management LLC | 105,990 | $6.80M | 0.0% | N/A | 0.108% | |
1/23/2024 | Webster Bank N. A. | 519 | $33K | 0.0% | N/A | 0.001% | |
1/19/2024 | Fifth Third Bancorp | 1,852 | $119K | 0.0% | -35.1% | 0.002% | |
1/16/2024 | Custos Family Office LLC | 5,386 | $345K | 0.2% | -4.3% | 0.005% | |
1/16/2024 | Raymond James & Associates | 238,143 | $15.27M | 0.0% | -4.4% | 0.242% | |
1/12/2024 | Willis Johnson & Associates Inc. | 106,730 | $6.84M | 0.6% | +5.2% | 0.109% | |
1/11/2024 | Source Financial Advisors LLC | 10,924 | $700K | 0.2% | -2.0% | 0.011% | |
1/10/2024 | Marcum Wealth LLC | 5,313 | $341K | 0.0% | -18.0% | 0.005% | |
11/16/2023 | Advisors Capital Management LLC | 21,860 | $1.27M | 0.0% | N/A | 0.022% | |
11/15/2023 | JPMorgan Chase & Co. | 77,447,980 | $4.50B | 0.5% | +2.7% | 78.747% | |
11/15/2023 | Lake Street Advisors Group LLC | 17,999 | $1.05M | 0.1% | +4.2% | 0.018% | |
11/14/2023 | Richard Bernstein Advisors LLC | 646,698 | $37.61M | 0.6% | N/A | 0.658% | |
11/14/2023 | Seven Mile Advisory | 4,051 | $236K | 0.2% | N/A | 0.004% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 2,920 | $170K | 0.0% | +15.3% | 0.003% | |
11/14/2023 | Operose Advisors LLC | 4,174 | $243K | 0.1% | N/A | 0.004% | |
11/14/2023 | PGIM Custom Harvest LLC | 58,286 | $3.39M | 0.1% | +18.9% | 0.059% | |
11/13/2023 | LPL Financial LLC | 87,455 | $5.09M | 0.0% | -3.2% | 0.089% | |
11/13/2023 | Envestnet Asset Management Inc. | 906,248 | $52.70M | 0.0% | +115.0% | 0.921% | |
11/13/2023 | PNC Financial Services Group Inc. | 4,394 | $256K | 0.0% | -33.7% | 0.004% | |
11/9/2023 | Blair William & Co. IL | 13,879 | $807K | 0.0% | +202.4% | 0.014% | |
11/9/2023 | UBS Group AG | 81,471 | $4.74M | 0.0% | +20.2% | 0.083% | |
11/9/2023 | Crewe Advisors LLC | 482 | $28K | 0.0% | -42.1% | 0.000% | |
11/8/2023 | HighTower Advisors LLC | 529,178 | $30.78M | 0.1% | +3.3% | 0.538% | |
11/8/2023 | Janney Montgomery Scott LLC | 86,117 | $5.01M | 0.0% | -1.8% | 0.088% | |
11/8/2023 | Spinnaker Trust | 21,565 | $1.25M | 0.1% | -2.3% | 0.022% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 55,421 | $3.22M | 0.3% | +0.9% | 0.056% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 6,457 | $375K | 0.0% | -60.1% | 0.007% | |
11/7/2023 | RiverFront Investment Group LLC | 375,369 | $21.83M | 0.8% | +4.0% | 0.382% | |
11/6/2023 | Victory Capital Management Inc. | 320,163 | $18.62M | 0.0% | N/A | 0.326% | |
11/4/2023 | Corient Private Wealth LLC | 144,442 | $8.40M | 0.0% | -26.9% | 0.147% | |
11/3/2023 | KCS Wealth Advisory | 12,175 | $708K | 0.3% | -43.6% | 0.012% | |
10/31/2023 | Fifth Third Bancorp | 2,853 | $166K | 0.0% | +326.5% | 0.003% | |
10/27/2023 | Assetmark Inc. | 739,466 | $43M | 0.2% | +0.9% | 0.752% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 127,730 | $7.43M | 0.0% | +4.7% | 0.130% | |
10/26/2023 | Source Financial Advisors LLC | 11,152 | $649K | 0.2% | +3.1% | 0.011% | |
10/25/2023 | Willis Johnson & Associates Inc. | 101,434 | $5.90M | 0.6% | +6.8% | 0.103% | |
10/25/2023 | Brown Advisory Inc. | 17,087 | $994K | 0.0% | +15.5% | 0.017% | |
10/24/2023 | Bank of New York Mellon Corp | 15,020 | $873K | 0.0% | +65.9% | 0.015% | |
10/24/2023 | Arlington Trust Co LLC | 11,845 | $689K | 0.3% | N/A | 0.012% | |
10/24/2023 | Raymond James & Associates | 249,111 | $14.49M | 0.0% | -0.5% | 0.253% | |
10/24/2023 | Elm Partners Management LLC | 210,328 | $12.23M | 1.3% | -8.9% | 0.214% | |
10/24/2023 | FSC Wealth Advisors LLC | 549 | $32K | 0.0% | N/A | 0.001% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,122 | $356K | 0.0% | N/A | 0.006% | |
10/23/2023 | RMR Wealth Builders | 3,612 | $210K | 0.0% | N/A | 0.004% | |
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10/23/2023 | Commonwealth Equity Services LLC | 3,762 | $219K | 0.0% | N/A | 0.004% | |
10/20/2023 | Custos Family Office LLC | 5,629 | $327K | 0.2% | -14.0% | 0.006% | |
10/18/2023 | Private Trust Co. NA | 11,255 | $654K | 0.1% | -6.6% | 0.011% | |
10/13/2023 | Avidian Wealth Solutions LLC | 169,588 | $9.86M | 0.7% | -4.5% | 0.172% | |
10/11/2023 | CWM LLC | 32,208 | $1.87M | 0.0% | -3.8% | 0.033% | |
10/11/2023 | Navalign LLC | 6,737 | $392K | 0.1% | N/A | 0.007% | |
10/10/2023 | Marcum Wealth LLC | 6,481 | $377K | 0.0% | -6.2% | 0.007% | |
10/10/2023 | Central Bank & Trust Co. | 1,287 | $75K | 0.0% | N/A | 0.001% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 1,908 | $111K | 0.0% | N/A | 0.002% | |
8/14/2023 | Gallagher Fiduciary Advisors LLC | 3,815 | $234K | 0.0% | +4.7% | 0.004% | |