5/1/2025 | CWM LLC | 52,453 | $3.23M | 0.0% | +77.7% | 0.065% | |
5/1/2025 | Gateway Wealth Partners LLC | 81,943 | $5.04M | 1.1% | +10.4% | 0.102% | |
4/29/2025 | Brass Tax Wealth Management Inc. | 20,749 | $1.28M | 0.3% | N/A | 0.026% | |
4/29/2025 | Envestnet Asset Management Inc. | 510,270 | $31.38M | 0.0% | +23.7% | 0.633% | |
4/29/2025 | Wayfinding Financial LLC | 16,127 | $991K | 0.4% | +2.6% | 0.020% | |
4/29/2025 | Olde Wealth Management LLC | 2,627 | $161K | 0.1% | N/A | 0.003% | |
4/29/2025 | Capital Investment Advisory Services LLC | 1,595 | $98K | 0.0% | N/A | 0.002% | |
4/28/2025 | Strategic Financial Concepts LLC | 12,688 | $780K | 0.1% | +13.2% | 0.016% | |
4/28/2025 | Private Trust Co. NA | 1,857 | $114K | 0.0% | +56.7% | 0.002% | |
4/24/2025 | 3Chopt Investment Partners LLC | 24,281 | $1.49M | 0.4% | -15.5% | 0.030% | |
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4/23/2025 | Perigon Wealth Management LLC | 428,037 | $26.33M | 0.7% | +17.5% | 0.531% | |
4/23/2025 | Daymark Wealth Partners LLC | 331,495 | $20.39M | 0.9% | -0.1% | 0.411% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 99,347 | $6.11M | 0.0% | +22.0% | 0.123% | |
4/22/2025 | Cobblestone Asset Management LLC | 9,419 | $579K | 0.3% | -7.8% | 0.012% | |
4/22/2025 | Advisor Resource Council | 77,886 | $4.79M | 0.4% | N/A | 0.097% | |
4/21/2025 | MN Wealth Advisors LLC | 84,363 | $5.19M | 3.0% | -22.3% | 0.103% | |
4/18/2025 | Clarius Group LLC | 89,800 | $5.52M | 0.3% | N/A | 0.110% | |
4/18/2025 | GSB Wealth Management LLC | 7,650 | $471K | 0.1% | -12.6% | 0.009% | |
4/17/2025 | Janney Montgomery Scott LLC | 712,075 | $43.80M | 0.1% | -1.2% | 0.873% | |
4/17/2025 | Lockerman Financial Group Inc. | 6,305 | $388K | 0.6% | +78.7% | 0.008% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,382 | $823K | 0.0% | -18.8% | 0.016% | |
4/16/2025 | Kelly Financial Group LLC | 467,165 | $28.73M | 4.9% | +3.4% | 0.573% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 15,746 | $953K | 0.4% | +39.7% | 0.019% | |
4/14/2025 | Pallas Capital Advisors LLC | 303,354 | $18.66M | 0.8% | +2.3% | 0.372% | |
4/14/2025 | Farther Finance Advisors LLC | 9,768 | $601K | 0.0% | +5.8% | 0.012% | |
4/14/2025 | Daymark Wealth Partners LLC | 331,495 | $20.39M | 0.7% | -0.1% | 0.406% | |
4/14/2025 | Park Avenue Securities LLC | 62,498 | $3.84M | 0.0% | +24.6% | 0.077% | |
4/11/2025 | Insight Advisors LLC PA | 15,339 | $943K | 0.2% | +4.2% | 0.019% | |
4/10/2025 | Lake Street Private Wealth LLC | 14,373 | $884K | 0.1% | -14.0% | 0.018% | |
4/8/2025 | Rothschild Investment LLC | 166,726 | $10.25M | 0.7% | +188.3% | 0.204% | |
4/7/2025 | AdvisorNet Financial Inc | 5,750 | $354K | 0.0% | -9.9% | 0.007% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 28,560 | $1.76M | 0.1% | -9.2% | 0.035% | |
3/24/2025 | Mascagni Wealth Management Inc. | 888 | $51K | 0.0% | N/A | 0.001% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 16,474 | $941K | 0.0% | N/A | 0.020% | |
2/21/2025 | Ascent Group LLC | 17,823 | $1.02M | 0.1% | -8.5% | 0.026% | |
2/21/2025 | WNY Asset Management LLC | 144,131 | $8.23M | 1.0% | -0.7% | 0.211% | |
2/17/2025 | Focus Partners Wealth | 180,149 | $10.29M | 0.0% | N/A | 0.263% | |
2/17/2025 | Cetera Investment Advisers | 173,352 | $9.90M | 0.0% | +66.9% | 0.253% | |
2/17/2025 | Cary Street Partners Financial LLC | 648 | $37K | 0.0% | N/A | 0.001% | |
2/17/2025 | Citadel Advisors LLC | 81,901 | $4.68M | 0.0% | +1,709.2% | 0.120% | |
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2/17/2025 | Bank of America Corp DE | 559,666 | $31.96M | 0.0% | -49.4% | 0.818% | |
2/17/2025 | Ameriprise Financial Inc. | 5,093 | $291K | 0.0% | N/A | 0.007% | |
2/17/2025 | Ancora Advisors LLC | 924 | $53K | 0.0% | N/A | 0.001% | |
2/17/2025 | Aptus Capital Advisors LLC | 251,747 | $14.38M | 0.2% | +15.8% | 0.368% | |
2/14/2025 | Jane Street Group LLC | 1,529,530 | $87.34M | 0.0% | +36.3% | 2.236% | |
2/14/2025 | Northern Trust Corp | 3,616 | $206K | 0.0% | -7.4% | 0.005% | |
2/14/2025 | Betterment LLC | 4,054 | $231K | 0.0% | -18.3% | 0.006% | |
2/14/2025 | Integrated Wealth Concepts LLC | 1,406,805 | $80.33M | 0.9% | +22.6% | 2.057% | |
2/14/2025 | Hsbc Holdings PLC | 8,125 | $464K | 0.0% | N/A | 0.012% | |
2/14/2025 | MML Investors Services LLC | 93,765 | $5.35M | 0.0% | +4.1% | 0.137% | |
2/14/2025 | GeoWealth Management LLC | 8,106 | $463K | 0.0% | -8.8% | 0.012% | |
2/13/2025 | Stonehaven Wealth & Tax Solutions LLC | 102,409 | $5.85M | 6.4% | N/A | 0.150% | |
2/13/2025 | CreativeOne Wealth LLC | 38,561 | $2.20M | 0.1% | -0.6% | 0.056% | |
2/13/2025 | 3Chopt Investment Partners LLC | 28,744 | $1.64M | 0.6% | +8.6% | 0.042% | |
2/13/2025 | Raymond James Financial Inc. | 124,903 | $7.13M | 0.0% | N/A | 0.183% | |
2/13/2025 | Advisory Services Network LLC | 5,039 | $288K | 0.0% | +32.7% | 0.007% | |
2/13/2025 | Envestnet Asset Management Inc. | 412,593 | $23.56M | 0.0% | +2.6% | 0.603% | |
2/12/2025 | JPMorgan Chase & Co. | 59,304,538 | $3.39B | 0.3% | +5.9% | 86.703% | |
2/12/2025 | Graney & King LLC | 63,787 | $3.64M | 2.7% | N/A | 0.093% | |
2/11/2025 | LPL Financial LLC | 405,810 | $23.17M | 0.0% | +0.3% | 0.593% | |
2/11/2025 | Wayfinding Financial LLC | 15,711 | $897K | 0.5% | +9.6% | 0.023% | |
2/10/2025 | Greenwich Wealth Management LLC | 5,772 | $330K | 0.0% | N/A | 0.008% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 14,349 | $819K | 0.0% | -4.1% | 0.021% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,500 | $828K | 0.0% | +54.8% | 0.021% | |
2/10/2025 | Farther Finance Advisors LLC | 9,231 | $527K | 0.0% | -34.8% | 0.013% | |
2/6/2025 | Vestmark Advisory Solutions Inc. | 748,537 | $42.74M | 1.5% | +17.6% | 1.094% | |
2/6/2025 | Raymond James Financial Inc. | 124,903 | $7.13M | 0.0% | N/A | 0.183% | |
2/6/2025 | Assetmark Inc. | 334,823 | $19.12M | 0.1% | -22.6% | 0.490% | |
2/6/2025 | Kelly Financial Group LLC | 451,752 | $25.80M | 9.0% | N/A | 0.660% | |
2/5/2025 | Jacobi Capital Management LLC | 67,945 | $3.88M | 0.3% | +14.9% | 0.099% | |
2/5/2025 | Private Trust Co. NA | 1,185 | $68K | 0.0% | -12.7% | 0.002% | |
2/5/2025 | Nwam LLC | 6,116 | $349K | 0.0% | -8.2% | 0.009% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 11,268 | $643K | 0.3% | +104.5% | 0.016% | |
2/4/2025 | Bank of New York Mellon Corp | 89,155 | $5.09M | 0.0% | N/A | 0.130% | |
2/4/2025 | Rothschild Investment LLC | 57,821 | $3.30M | 0.2% | +1.9% | 0.085% | |
2/3/2025 | Emerald Advisors LLC | 20,238 | $1.16M | 0.2% | +1.9% | 0.030% | |
2/3/2025 | TBH Global Asset Management LLC | 6,504 | $371K | 0.1% | -30.5% | 0.010% | |
2/3/2025 | Private Advisor Group LLC | 28,794 | $1.64M | 0.0% | +34.3% | 0.042% | |
1/31/2025 | Truist Financial Corp | 7,779 | $444K | 0.0% | N/A | 0.011% | |
1/31/2025 | 5T Wealth LLC | 79,829 | $4.56M | 2.5% | N/A | 0.117% | |
1/30/2025 | MN Wealth Advisors LLC | 108,575 | $6.20M | 3.5% | -3.2% | 0.159% | |
1/30/2025 | Strategic Financial Concepts LLC | 11,212 | $640K | 0.0% | N/A | 0.016% | |
1/29/2025 | TFB Advisors LLC | 8,957 | $511K | 0.1% | -17.4% | 0.013% | |
1/28/2025 | Strategic Financial Concepts LLC | 169,120 | $9.66M | 0.0% | N/A | 0.247% | |
1/27/2025 | Insight Advisors LLC PA | 14,726 | $840K | 0.1% | +1.2% | 0.022% | |
1/24/2025 | Richardson Financial Services Inc. | 2,697 | $154K | 0.1% | -41.3% | 0.004% | |
1/23/2025 | Gateway Wealth Partners LLC | 74,254 | $4.24M | 1.1% | +1,228.1% | 0.109% | |
1/22/2025 | Perigon Wealth Management LLC | 364,394 | $21M | 0.5% | +24.4% | 0.533% | |
1/22/2025 | Cobblestone Asset Management LLC | 10,214 | $583K | 0.4% | +23.1% | 0.015% | |
1/21/2025 | Geneos Wealth Management Inc. | 25,272 | $1.44M | 0.1% | -9.3% | 0.037% | |
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1/17/2025 | Janney Montgomery Scott LLC | 720,994 | $41.17M | 0.1% | +9.7% | 1.054% | |
1/17/2025 | Daymark Wealth Partners LLC | 331,930 | $18.95M | 0.6% | +8.4% | 0.485% | |
1/16/2025 | MassMutual Private Wealth & Trust FSB | 31,439 | $1.80M | 0.1% | +2.7% | 0.046% | |
1/15/2025 | Lake Street Private Wealth LLC | 16,722 | $955K | 0.2% | +13.0% | 0.024% | |
1/14/2025 | Ignite Planners LLC | 9,401 | $537K | 0.1% | +8.7% | 0.014% | |
1/13/2025 | AdvisorNet Financial Inc | 6,380 | $364K | 0.0% | N/A | 0.009% | |
1/13/2025 | Pallas Capital Advisors LLC | 296,475 | $16.93M | 0.7% | +1.3% | 0.433% | |
1/10/2025 | HBW Advisory Services LLC | 11,851 | $677K | 0.1% | -4.8% | 0.017% | |
12/26/2024 | JPMorgan Chase & Co. | 56,008,388 | $3.53B | 0.3% | +6.2% | 81.884% | |
11/25/2024 | World Investment Advisors LLC | 51,803 | $3.26M | 0.1% | N/A | 0.076% | |