5/14/2025 | Capital Analysts LLC | 11,342 | $926K | 0.0% | -6.5% | 0.010% | |
5/14/2025 | CWS Financial Advisors LLC | 2,620 | $214K | 0.1% | N/A | 0.002% | |
5/13/2025 | Sand Hill Global Advisors LLC | 120,388 | $9.84M | 0.4% | +2.8% | 0.111% | |
5/13/2025 | Aptus Capital Advisors LLC | 34,931 | $2.85M | 0.0% | -2.9% | 0.032% | |
5/13/2025 | Northern Trust Corp | 5,656,013 | $462.04M | 0.1% | +0.9% | 5.208% | |
5/13/2025 | Blue Edge Capital LLC | 47,909 | $3.91M | 0.6% | +9.0% | 0.044% | |
5/13/2025 | Cascade Financial Partners LLC | 11,914 | $973K | 0.1% | -17.3% | 0.011% | |
5/13/2025 | Steward Partners Investment Advisory LLC | 132,106 | $10.79M | 0.1% | -2.7% | 0.122% | |
5/13/2025 | Raymond James Financial Inc. | 158,139 | $12.92M | 0.0% | -8.7% | 0.146% | |
5/13/2025 | Cresset Asset Management LLC | 48,555 | $3.97M | 0.0% | +0.6% | 0.045% | |
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5/13/2025 | Schneider Downs Wealth Management Advisors LP | 12,229 | $999K | 0.2% | +6.3% | 0.011% | |
5/13/2025 | Waypoint Wealth Partners Inc. | 39,104 | $3.19M | 0.9% | -3.3% | 0.036% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 12,004 | $981K | 0.0% | +4.4% | 0.011% | |
5/13/2025 | Financial Network Wealth Advisors LLC | 1,204 | $98K | 0.1% | N/A | 0.001% | |
5/13/2025 | Brooklyn FI LLC | 17,113 | $1.40M | 0.4% | +5.1% | 0.016% | |
5/13/2025 | Russell Investments Group Ltd. | 1,309 | $107K | 0.0% | -14.3% | 0.001% | |
5/13/2025 | Callan Family Office LLC | 3,809 | $311K | 0.0% | -13.9% | 0.004% | |
5/13/2025 | HighTower Advisors LLC | 548,819 | $44.83M | 0.1% | -1.6% | 0.505% | |
5/13/2025 | Peak Financial Management Inc. | 8,146 | $666K | 0.2% | -2.5% | 0.008% | |
5/12/2025 | Financial Engines Advisors L.L.C. | 162,987 | $13.31M | 0.0% | -1.0% | 0.150% | |
5/12/2025 | Paulson Wealth Management Inc. | 6,256 | $511K | 0.1% | +5.8% | 0.006% | |
5/12/2025 | SouthState Corp | 3,625 | $296K | 0.0% | N/A | 0.003% | |
5/12/2025 | Cobblestone Capital Advisors LLC NY | 15,557 | $1.27M | 0.1% | -5.4% | 0.014% | |
5/12/2025 | White Lighthouse Investment Management Inc. | 19,126 | $1.56M | 0.3% | -4.1% | 0.018% | |
5/12/2025 | Atlas Capital Advisors Inc. | 1,946 | $159K | 0.0% | -17.2% | 0.002% | |
5/12/2025 | Covestor Ltd | 1,524 | $125K | 0.1% | -8.8% | 0.001% | |
5/12/2025 | JPMorgan Chase & Co. | 7,173,197 | $585.98M | 0.0% | +14.4% | 6.605% | |
5/12/2025 | Balanced Rock Investment Advisors LLC | 40,307 | $3.29M | 2.6% | +2.2% | 0.037% | |
5/12/2025 | Townsquare Capital LLC | 11,637 | $951K | 0.0% | +17.1% | 0.011% | |
5/12/2025 | Founders Financial Alliance LLC | 2,750 | $225K | 0.1% | +189.5% | 0.003% | |
5/12/2025 | National Bank of Canada FI | 22,272 | $1.85M | 0.0% | +5.5% | 0.021% | |
5/12/2025 | AlphaCore Capital LLC | 6,519 | $533K | 0.0% | N/A | 0.006% | |
5/12/2025 | Alesco Advisors LLC | 142,775 | $11.66M | 0.4% | -0.1% | 0.131% | |
5/9/2025 | Silver Oak Advisory Group Inc. | 3,251 | $265K | 0.1% | -13.3% | 0.003% | |
5/9/2025 | Deutsche Bank AG | 1,194 | $98K | 0.0% | -88.9% | 0.001% | |
5/9/2025 | Foster Dykema Cabot & Partners LLC | 2,756 | $225K | 0.0% | -77.1% | 0.003% | |
5/9/2025 | Roof Eidam Maycock Peralta LLC | 118,639 | $9.69M | 2.6% | -0.4% | 0.109% | |
5/9/2025 | Citizens Financial Group Inc. RI | 115,166 | $9.41M | 0.2% | -22.2% | 0.106% | |
5/9/2025 | Planning Alternatives Ltd. ADV | 16,276 | $1.33M | 0.2% | -6.9% | 0.015% | |
5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 744 | $61K | 0.0% | N/A | 0.001% | |
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5/9/2025 | Wealthspire Advisors LLC | 118,625 | $9.69M | 0.1% | -0.9% | 0.109% | |
5/9/2025 | Annis Gardner Whiting Capital Advisors LLC | 27,626 | $2.26M | 1.0% | +10.1% | 0.025% | |
5/9/2025 | Associated Banc Corp | 5,159 | $421K | 0.0% | +68.4% | 0.005% | |
5/9/2025 | Atria Wealth Solutions Inc. | 2,794 | $228K | 0.0% | N/A | 0.003% | |
5/9/2025 | Empower Advisory Group LLC | 5,858,225 | $478.56M | 1.6% | -1.8% | 5.394% | |
5/9/2025 | Cary Street Partners Financial LLC | 4,981 | $407K | 0.0% | N/A | 0.005% | |
5/9/2025 | Commonwealth Equity Services LLC | 1,016,204 | $83.01M | 0.1% | +3.0% | 0.936% | |
5/9/2025 | Blair William & Co. IL | 187,712 | $15.33M | 0.0% | -0.1% | 0.173% | |
5/9/2025 | Blue Sky Capital Consultants Group Inc. | 36,957 | $3.02M | 2.0% | -1.3% | 0.034% | |
5/9/2025 | PNC Financial Services Group Inc. | 621,606 | $50.78M | 0.0% | +11.9% | 0.572% | |
5/8/2025 | TIAA Trust National Association | 4,278,805 | $349.54M | 1.1% | -4.6% | 3.940% | |
5/8/2025 | Baker Avenue Asset Management LP | 5,273 | $431K | 0.0% | -33.2% | 0.005% | |
5/8/2025 | Heritage Wealth Advisors | 27,412 | $2.24M | 0.1% | +3.9% | 0.025% | |
5/8/2025 | Howland Capital Management LLC | 220,150 | $17.98M | 0.8% | -20.3% | 0.203% | |
5/8/2025 | US Bancorp DE | 825,203 | $67.41M | 0.4% | -3.1% | 0.760% | |
5/8/2025 | Elios Financial Group Inc. | 12,034 | $983K | 0.5% | -5.6% | 0.011% | |
5/8/2025 | Tarbox Family Office Inc. | 3,149 | $257K | 0.0% | -10.7% | 0.003% | |
5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 290,948 | $23.77M | 0.6% | -1.4% | 0.268% | |
5/8/2025 | Harbour Investments Inc. | 23,251 | $1.90M | 0.1% | +6.6% | 0.021% | |
5/8/2025 | RVW Wealth LLC | 69,523 | $5.68M | 0.5% | -42.5% | 0.064% | |
5/8/2025 | NorthRock Partners LLC | 14,472 | $1.18M | 0.0% | -11.3% | 0.013% | |
5/8/2025 | Modera Wealth Management LLC | 156,357 | $12.77M | 0.2% | -2.8% | 0.144% | |
5/8/2025 | Eastern Bank | 245,284 | $20.04M | 0.4% | +43.1% | 0.226% | |
5/8/2025 | First Foundation Advisors | 5,672 | $463K | 0.0% | -26.6% | 0.005% | |
5/7/2025 | JSF Financial LLC | 5,721 | $467K | 0.1% | +17.0% | 0.005% | |
5/7/2025 | Nottingham Advisors Inc. | 53,536 | $4.37M | 0.6% | -26.5% | 0.049% | |
5/7/2025 | MJT & Associates Financial Advisory Group Inc. | 1,097 | $90K | 0.1% | N/A | 0.001% | |
5/7/2025 | Facet Wealth Inc. | 79,190 | $6.82M | 0.2% | +92.4% | 0.073% | |
5/7/2025 | Stephenson & Company Inc. | 3,078 | $251K | 0.2% | +17.2% | 0.003% | |
5/7/2025 | Portland Global Advisors LLC | 16,600 | $1.36M | 0.2% | -11.7% | 0.015% | |
5/7/2025 | LPL Financial LLC | 526,658 | $43.02M | 0.0% | +2.0% | 0.485% | |
5/7/2025 | BlueStem Wealth Partners LLC | 7,456 | $609K | 0.1% | -5.1% | 0.007% | |
5/7/2025 | HB Wealth Management LLC | 23,066 | $1.88M | 0.0% | +11.3% | 0.021% | |
5/7/2025 | Brandywine Oak Private Wealth LLC | 27,652 | $2.26M | 0.2% | -6.0% | 0.025% | |
5/7/2025 | Trilogy Capital Inc. | 15,509 | $1.27M | 0.1% | -67.3% | 0.014% | |
5/6/2025 | Assetmark Inc. | 645 | $53K | 0.0% | -55.9% | 0.001% | |
5/6/2025 | Cetera Investment Advisers | 61,057 | $4.99M | 0.0% | -5.5% | 0.056% | |
5/6/2025 | Orin Green Financial LLC | 9,070 | $732K | 0.3% | +3.2% | 0.008% | |
5/6/2025 | Kelman Lazarov Inc. | 4,535 | $370K | 0.1% | -17.1% | 0.004% | |
5/6/2025 | Morling Financial Advisors LLC | 4,871 | $398K | 0.1% | +11.1% | 0.004% | |
5/6/2025 | One Wealth Advisors LLC | 20,267 | $1.66M | 0.2% | -1.1% | 0.019% | |
5/6/2025 | AE Wealth Management LLC | 580 | $47K | 0.0% | +249.4% | 0.001% | |
5/6/2025 | Accredited Investors Inc. | 62,306 | $5.09M | 0.3% | -4.3% | 0.057% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 2,684 | $219K | 0.0% | N/A | 0.002% | |
5/6/2025 | Choreo LLC | 27,468 | $2.24M | 0.0% | -4.7% | 0.025% | |
5/6/2025 | WT Wealth Management | 7,347 | $600K | 0.2% | -8.4% | 0.007% | |
5/5/2025 | Crestwood Advisors Group LLC | 4,410 | $360K | 0.0% | -15.4% | 0.004% | |
5/5/2025 | Wealth Dimensions Group Ltd. | 7,473 | $610K | 0.1% | +1.6% | 0.007% | |
5/5/2025 | WNY Asset Management LLC | 4,654 | $380K | 0.0% | +8.1% | 0.004% | |
5/5/2025 | IFP Advisors Inc | 6,125 | $500K | 0.0% | +2.6% | 0.006% | |
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5/5/2025 | 1ST Source Bank | 10,868 | $888K | 0.1% | +4.3% | 0.010% | |
5/5/2025 | Auxano Advisors LLC | 2,472 | $202K | 0.1% | N/A | 0.002% | |
5/5/2025 | Private Advisor Group LLC | 145,439 | $11.88M | 0.1% | +65.1% | 0.134% | |
5/5/2025 | JMG Financial Group Ltd. | 32,998 | $2.70M | 0.1% | -7.9% | 0.030% | |
5/2/2025 | Sachetta LLC | 3,158 | $258K | 0.1% | +43.3% | 0.003% | |
5/2/2025 | Forte Capital LLC ADV | 9,196 | $751K | 0.1% | +165.6% | 0.008% | |
5/2/2025 | Kingsview Wealth Management LLC | 3,195 | $261K | 0.0% | -13.1% | 0.003% | |
5/2/2025 | Montis Financial LLC | 23,273 | $1.90M | 0.6% | +57.1% | 0.021% | |
5/2/2025 | Bailard Inc. | 30,039 | $2.45M | 0.1% | +6.5% | 0.028% | |
5/2/2025 | Concord Wealth Partners | 1,956 | $160K | 0.0% | -45.4% | 0.002% | |