8/28/2025 | Tolleson Wealth Management Inc. | 16,698 | $1.00M | 0.2% | -10.0% | 0.001% | |
8/22/2025 | Carter Financial Group INC. | 5,895 | $354K | 0.2% | N/A | 0.000% | |
8/20/2025 | North Dallas Bank & Trust Co. | 3,410 | $205K | 0.2% | N/A | 0.000% | |
8/18/2025 | Hollencrest Capital Management | 53,691 | $3.22M | 0.1% | +0.7% | 0.003% | |
8/15/2025 | Blue Edge Capital LLC | 181,906 | $10.92M | 1.6% | +22.5% | 0.011% | |
8/15/2025 | Captrust Financial Advisors | 8,141,336 | $488.72M | 1.1% | +7.8% | 0.498% | |
8/15/2025 | Tolleson Wealth Management Inc. | 16,698 | $1.00M | 0.2% | -10.0% | 0.001% | |
8/15/2025 | Redwood Investment Management LLC | 36,597 | $2.20M | 0.2% | +246.4% | 0.002% | |
8/15/2025 | Monograph Wealth Advisors LLC | 3,501 | $210K | 0.0% | N/A | 0.000% | |
8/15/2025 | Lazard Asset Management LLC | 169,425 | $10.17M | 0.0% | -1.7% | 0.010% | |
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8/15/2025 | IHT Wealth Management LLC | 39,578 | $2.38M | 0.1% | -16.4% | 0.002% | |
8/15/2025 | BNP Paribas Financial Markets | 2,014 | $121K | 0.0% | -87.4% | 0.000% | |
8/15/2025 | Ameriprise Financial Inc. | 3,450,870 | $207.35M | 0.1% | +31.2% | 0.211% | |
8/14/2025 | Vista Capital Partners Inc. | 7,176 | $431K | 0.0% | +42.9% | 0.000% | |
8/14/2025 | Dearborn Partners LLC | 6,103 | $366K | 0.0% | +30.6% | 0.000% | |
8/14/2025 | NewEdge Advisors LLC | 1,567,448 | $94.09M | 0.5% | +45.2% | 0.096% | |
8/14/2025 | CoreFirst Bank & Trust | 58,221 | $3.50M | 2.0% | +9.0% | 0.004% | |
8/14/2025 | SVB Wealth LLC | 327,570 | $19.66M | 1.1% | -15.8% | 0.020% | |
8/14/2025 | Cary Street Partners Financial LLC | 8,992 | $540K | 0.0% | +19.1% | 0.001% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 9,053 | $543K | 0.3% | +73.5% | 0.001% | |
8/13/2025 | Portland Global Advisors LLC | 246,971 | $14.83M | 1.7% | +0.7% | 0.015% | |
8/13/2025 | Baird Financial Group Inc. | 2,235,127 | $134.18M | 0.2% | +2.6% | 0.137% | |
8/13/2025 | Crescent Grove Advisors LLC | 345,793 | $20.76M | 2.0% | +2.7% | 0.021% | |
8/13/2025 | EverSource Wealth Advisors LLC | 29,808 | $1.79M | 0.1% | +57.5% | 0.002% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 85,779 | $5.32M | 1.7% | +100.4% | 0.005% | |
8/13/2025 | Nicolet Bankshares Inc. | 17,062 | $1.02M | 0.2% | +28.9% | 0.001% | |
8/13/2025 | Wellspring Financial Advisors LLC | 651,007 | $39.08M | 0.6% | -1.9% | 0.040% | |
8/13/2025 | ARK & TLK Investments LLC | 13,429 | $806K | 0.3% | +70.6% | 0.001% | |
8/13/2025 | Fisher Asset Management LLC | 14,109 | $847K | 0.0% | -15.1% | 0.001% | |
8/13/2025 | Okabena Investment Services Inc. | 38,427 | $2.31M | 0.5% | -1.7% | 0.002% | |
8/13/2025 | Wealthquest Corp | 255,113 | $15.31M | 1.2% | +2.3% | 0.016% | |
8/13/2025 | Vermillion & White Wealth Management Group LLC | 2,635 | $158K | 0.1% | +19.6% | 0.000% | |
8/13/2025 | Russell Investments Group Ltd. | 178,380 | $10.71M | 0.0% | +30.0% | 0.011% | |
8/12/2025 | North Star Asset Management Inc. | 66,084 | $3.97M | 0.2% | -1.8% | 0.004% | |
8/12/2025 | RiverFront Investment Group LLC | 620,847 | $37.27M | 0.7% | +13.7% | 0.038% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 41,618 | $2.50M | 0.2% | +1.6% | 0.003% | |
8/12/2025 | Maripau Wealth Management LLC | 25,062 | $1.50M | 0.8% | +101.3% | 0.002% | |
8/12/2025 | Waterloo Capital L.P. | 235,101 | $14.11M | 1.1% | -8.4% | 0.014% | |
8/12/2025 | Rock Creek Group LP | 312,676 | $18.79M | 2.2% | +33.7% | 0.019% | |
8/12/2025 | Boston Research & Management Inc. | 107,008 | $6.42M | 1.5% | +1.4% | 0.007% | |
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8/12/2025 | Shakespeare Wealth Management LLC | 240,744 | $14.45M | 3.9% | -0.7% | 0.015% | |
8/12/2025 | Bahl & Gaynor Inc. | 22,018 | $1.32M | 0.0% | +39.3% | 0.001% | |
8/12/2025 | JPMorgan Chase & Co. | 42,710,758 | $2.56B | 0.2% | +16.3% | 2.611% | |
8/12/2025 | Main Management ETF Advisors LLC | 376,680 | $22.61M | 0.9% | -0.6% | 0.023% | |
8/12/2025 | Main Management LLC | 3,830 | $230K | 0.0% | -36.8% | 0.000% | |
8/11/2025 | Alteri Wealth LLC | 11,305 | $679K | 0.3% | -21.7% | 0.001% | |
8/11/2025 | Heritage Wealth Advisors | 847,755 | $50.89M | 2.4% | +0.3% | 0.052% | |
8/11/2025 | Wealthspire Advisors LLC | 1,718,854 | $103.18M | 0.6% | +3.9% | 0.106% | |
8/11/2025 | Diversified Portfolios Inc. | 42,970 | $2.58M | 0.2% | +44.2% | 0.003% | |
8/11/2025 | MainStreet Investment Advisors LLC | 14,345 | $861K | 0.1% | +14.4% | 0.001% | |
8/11/2025 | Synergy Investment Management LLC | 63,458 | $3.81M | 2.3% | +468.6% | 0.004% | |
8/11/2025 | Dorsey & Whitney Trust CO LLC | 157,041 | $9.43M | 0.5% | -0.9% | 0.010% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 20,120 | $1.21M | 0.2% | -2.0% | 0.001% | |
8/11/2025 | Western Wealth Management LLC | 28,043 | $1.68M | 0.1% | +6.7% | 0.002% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 35,000 | $2.10M | 0.2% | N/A | 0.002% | |
8/8/2025 | King Wealth Management Group | 64,644 | $3.88M | 0.5% | +3.5% | 0.004% | |
8/8/2025 | WASHINGTON TRUST Co | 300,773 | $18.06M | 0.6% | +0.5% | 0.019% | |
8/8/2025 | Renasant Bank | 5,570 | $334K | 0.2% | -13.0% | 0.000% | |
8/8/2025 | Everett Harris & Co. CA | 114,637 | $6.88M | 0.1% | -4.6% | 0.007% | |
8/8/2025 | SBI Securities Co. Ltd. | 2,266 | $136K | 0.0% | +8.0% | 0.000% | |
8/8/2025 | eCIO Inc. | 54,545 | $3.27M | 1.4% | +1.1% | 0.003% | |
8/7/2025 | 49 Wealth Management LLC | 638,902 | $38.35M | 3.9% | +18.9% | 0.039% | |
8/7/2025 | Cahill Financial Advisors Inc. | 18,421 | $1.11M | 0.1% | -2.4% | 0.001% | |
8/7/2025 | Winthrop Capital Management LLC | 78,204 | $4.70M | 1.2% | -0.5% | 0.005% | |
8/7/2025 | FDx Advisors Inc. | 189,404 | $11.37M | 3.5% | -2.9% | 0.012% | |
8/7/2025 | Rathbones Group PLC | 37,558 | $2.26M | 0.0% | +27.4% | 0.002% | |
8/7/2025 | Retirement Investment Advisors Inc. | 1,351,515 | $81.13M | 7.3% | +4.6% | 0.083% | |
8/6/2025 | AGF Management Ltd. | 14,480 | $869K | 0.0% | +3.1% | 0.001% | |
8/6/2025 | Aspect Partners LLC | 33,093 | $1.99M | 1.0% | +2.5% | 0.002% | |
8/6/2025 | Sterling Capital Management LLC | 889,624 | $53.40M | 0.8% | +22.2% | 0.055% | |
8/6/2025 | Broadview Financial Management LLC | 148,063 | $8.89M | 6.0% | +18.1% | 0.009% | |
8/6/2025 | Golden State Wealth Management LLC | 9,781 | $587K | 0.1% | +81.2% | 0.001% | |
8/6/2025 | Horan Securities Inc. | 10,553 | $633K | 0.2% | -4.9% | 0.001% | |
8/6/2025 | Atlantic Union Bankshares Corp | 70,132 | $4.21M | 0.1% | N/A | 0.004% | |
8/6/2025 | First Horizon Advisors Inc. | 143,259 | $8.60M | 0.2% | +84.8% | 0.009% | |
8/5/2025 | Fourth Dimension Wealth LLC | 13,220 | $794K | 0.3% | -9.6% | 0.001% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 1,232 | $74K | 0.0% | +28.6% | 0.000% | |
8/5/2025 | Commonwealth Retirement Investments LLC | 34,394 | $2.07M | 0.8% | +126.3% | 0.002% | |
8/5/2025 | Crestwood Advisors Group LLC | 146,840 | $8.82M | 0.2% | +3.6% | 0.009% | |
8/5/2025 | Pointe Capital Management LLC | 91,191 | $5.47M | 2.8% | +2.2% | 0.006% | |
8/5/2025 | Elyxium Wealth LLC | 51,795 | $3.11M | 1.2% | -16.8% | 0.003% | |
8/5/2025 | Next Capital Management LLC | 82,147 | $4.93M | 1.8% | +10.9% | 0.005% | |
8/5/2025 | Connable Office Inc. | 656,140 | $39.39M | 3.9% | -1.2% | 0.040% | |
8/5/2025 | Bank of New York Mellon Corp | 9,012,605 | $541.03M | 0.1% | +18.1% | 0.555% | |
8/5/2025 | Tsfg LLC | 234,202 | $14.06M | 2.5% | +91.0% | 0.014% | |
8/5/2025 | Westside Investment Management Inc. | 50,208 | $3.01M | 0.6% | -13.8% | 0.003% | |
8/5/2025 | iA Global Asset Management Inc. | 707,679 | $42.48M | 0.6% | +109.1% | 0.044% | |
8/5/2025 | TIAA Trust National Association | 33,093,734 | $1.98B | 5.2% | -9.8% | 2.038% | |
8/5/2025 | Sumitomo Life Insurance Co. | 109,800 | $6.59M | 0.4% | -37.3% | 0.007% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 18,202 | $1.09M | 0.1% | +63.9% | 0.001% | |
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8/4/2025 | MeadowBrook Investment Advisors LLC | 1,025 | $62K | 0.1% | N/A | 0.000% | |
8/4/2025 | Arkadios Wealth Advisors | 111,943 | $6.72M | 0.2% | +10.6% | 0.007% | |
8/1/2025 | Bank of Jackson Hole Trust | 67,002 | $4.02M | 2.3% | +10.5% | 0.004% | |
8/1/2025 | Motco | 1,501 | $91K | 0.0% | +114.7% | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 7,827 | $470K | 0.4% | +6.5% | 0.000% | |
8/1/2025 | Zhang Financial LLC | 3,524 | $212K | 0.0% | -11.7% | 0.000% | |
8/1/2025 | Transcend Capital Advisors LLC | 54,677 | $3.28M | 0.2% | +16.7% | 0.003% | |
8/1/2025 | Bessemer Group Inc. | 1,397,553 | $83.89M | 0.1% | +1.2% | 0.086% | |
8/1/2025 | First Command Advisory Services Inc. | 414,174 | $24.86M | 0.2% | +16.0% | 0.026% | |
8/1/2025 | MorganRosel Wealth Management LLC | 13,125 | $788K | 0.2% | +3.5% | 0.001% | |