6/5/2023 | EP Wealth Advisors LLC | 39,382 | $2.91M | 0.0% | N/A | 0.024% | |
6/5/2023 | Level Four Advisory Services LLC | 28,069 | $4.26M | 0.3% | +0.2% | 0.017% | |
6/1/2023 | Golden State Equity Partners | 2,752 | $0.42M | 0.2% | N/A | 0.002% | |
6/1/2023 | Kennedy Investment Group | 8,504 | $1.29M | 0.8% | -3.1% | 0.005% | |
5/25/2023 | Empower Advisory Group LLC | 2,490 | $0.38M | 0.0% | N/A | 0.002% | |
5/23/2023 | Old North State Trust LLC | 455 | $0.28M | 0.2% | -75.2% | 0.000% | |
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5/22/2023 | Arete Wealth Advisors LLC | 5,365 | $0.81M | 0.1% | N/A | 0.003% | |
5/22/2023 | Ameriprise Financial Inc. | 2,416,024 | $366.66M | 0.1% | -2.3% | 1.500% | |
5/22/2023 | American Trust | 5,792 | $0.88M | 0.1% | +1.8% | 0.004% | |
5/18/2023 | Guardian Wealth Advisors LLC | 64,382 | $9.77M | 2.7% | +12.0% | 0.040% | |
5/18/2023 | GSB Wealth Management LLC | 10,709 | $1.63M | 0.5% | -1.2% | 0.007% | |
5/18/2023 | Courier Capital LLC | 309,636 | $46.99M | 5.2% | -0.4% | 0.192% | |
5/18/2023 | JPMorgan Chase & Co. | 18,379,067 | $2.79B | 0.3% | -14.7% | 11.412% | |
5/18/2023 | Centaurus Financial Inc. | 10,372 | $1.57M | 0.1% | +21.0% | 0.006% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 47,394 | $7.19M | 0.2% | -34.2% | 0.029% | |
5/17/2023 | Advisory Services Network LLC | 34,182 | $5.19M | 0.1% | -1.6% | 0.021% | |
5/17/2023 | Pacific Financial Group Inc. | 37,941 | $5.76M | 4.3% | -0.5% | 0.024% | |
5/17/2023 | Rockefeller Capital Management L.P. | 229,928 | $34.89M | 0.2% | +21.2% | 0.143% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 5,043 | $0.77M | 0.0% | -8.2% | 0.003% | |
5/17/2023 | Financial Enhancement Group LLC | 39,813 | $5.98M | 1.2% | -11.3% | 0.025% | |
5/17/2023 | Thrivent Financial for Lutherans | 112,862 | $17.05M | 0.0% | -33.2% | 0.070% | |
5/17/2023 | Sunbelt Securities Inc. | 38,445 | $5.76M | 0.9% | +12.8% | 0.024% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 105,620 | $16.03M | 0.1% | -16.8% | 0.066% | |
5/16/2023 | Bbjs Financial Advisors LLC | 53,680 | $8.15M | 3.3% | +18.1% | 0.033% | |
5/16/2023 | Anson Capital Inc. | 27,980 | $4.25M | 6.9% | -26.8% | 0.017% | |
5/16/2023 | National Wealth Management Group LLC | 1,587 | $0.24M | 0.3% | N/A | 0.001% | |
5/16/2023 | Blue Edge Capital LLC | 34,507 | $5.24M | 1.1% | +430.5% | 0.021% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 7,492 | $1.14M | 0.2% | +9.4% | 0.005% | |
5/16/2023 | Total Investment Management Inc. | 7,658 | $1.16M | 0.2% | +3.0% | 0.005% | |
5/16/2023 | Ancora Advisors LLC | 3,382 | $0.51M | 0.0% | +65.5% | 0.002% | |
5/16/2023 | Wick Capital Partners LLC | 3,145 | $0.48M | 0.3% | -46.7% | 0.002% | |
5/16/2023 | Vertex Planning Partners LLC | 1,361 | $0.21M | 0.1% | -23.4% | 0.001% | |
5/16/2023 | Hancock Whitney Corp | 38,225 | $5.80M | 0.2% | -51.0% | 0.024% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 2,497 | $0.38M | 0.3% | N/A | 0.002% | |
5/16/2023 | Fort Pitt Capital Group LLC | 1,322 | $0.20M | 0.0% | -10.2% | 0.001% | |
5/16/2023 | SRS Capital Advisors Inc. | 11,220 | $1.70M | 0.2% | -13.9% | 0.007% | |
5/16/2023 | Atlas Capital Advisors LLC | 1,186 | $0.18M | 0.0% | N/A | 0.001% | |
5/16/2023 | Colony Group LLC | 104,663 | $15.88M | 0.2% | -1.3% | 0.065% | |
5/16/2023 | Apollon Wealth Management LLC | 21,806 | $3.31M | 0.2% | -0.6% | 0.014% | |
5/16/2023 | Chevy Chase Trust Holdings LLC | 4,690 | $0.71M | 0.1% | -14.6% | 0.003% | |
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5/16/2023 | Jane Street Group LLC | 29,067 | $4.41M | 0.0% | N/A | 0.018% | |
5/16/2023 | Spotlight Asset Group Inc. | 33,175 | $4.52M | 4.5% | N/A | 0.021% | |
5/16/2023 | Silvercrest Asset Management Group LLC | 7,930 | $1.20M | 0.0% | -12.1% | 0.005% | |
5/16/2023 | Snowden Capital Advisors LLC | 7,743 | $1.18M | 0.0% | +73.8% | 0.005% | |
5/16/2023 | Squarepoint Ops LLC | 68,331 | $10.37M | 0.0% | N/A | 0.042% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 16,789 | $2.55M | 0.0% | -0.6% | 0.010% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 477 | $72K | 0.0% | N/A | 0.000% | |
5/16/2023 | First Trust Advisors LP | 25,892 | $3.93M | 0.0% | -13.6% | 0.016% | |
5/16/2023 | Falcon Wealth Planning | 14,261 | $2.16M | 0.5% | -3.4% | 0.009% | |
5/16/2023 | First Horizon Advisors Inc. | 23,126 | $3.51M | 0.1% | -4.7% | 0.014% | |
5/16/2023 | GSB Wealth Management LLC | 10,709 | $1.63M | 0.6% | -1.2% | 0.007% | |
5/16/2023 | Gallagher Fiduciary Advisors LLC | 4,274 | $0.65M | 0.1% | N/A | 0.003% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 22,831 | $3.47M | 0.5% | -37.7% | 0.014% | |
5/16/2023 | Harbour Investments Inc. | 23,080 | $3.50M | 0.2% | +1.5% | 0.014% | |
5/16/2023 | HBK Sorce Advisory LLC | 13,128 | $2.99M | 0.0% | -7.3% | 0.008% | |
5/16/2023 | Avitas Wealth Management LLC | 93,777 | $14.23M | 2.8% | -34.1% | 0.058% | |
5/16/2023 | Azimuth Capital Investment Management LLC | 5,892 | $0.89M | 0.0% | -13.4% | 0.004% | |
5/16/2023 | Belpointe Asset Management LLC | 26,860 | $4.08M | 0.2% | -2.8% | 0.017% | |
5/16/2023 | Betterment LLC | 498,897 | $75.71M | 0.2% | -1.8% | 0.310% | |
5/15/2023 | SCS Capital Management LLC | 29,014 | $4.40M | 0.1% | -4.9% | 0.018% | |
5/15/2023 | Lido Advisors LLC | 877,314 | $0.13M | 0.0% | +5.0% | 0.545% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 178,558 | $27.10M | 0.7% | +51.1% | 0.111% | |
5/15/2023 | Partners Capital Investment Group LLP | 13,212 | $2.01M | 0.1% | -19.0% | 0.008% | |
5/15/2023 | Certified Advisory Corp | 5,528 | $0.84M | 0.1% | +1.2% | 0.003% | |
5/15/2023 | Fiduciary Trust Co. | 4,785 | $0.73M | 0.0% | -4.0% | 0.003% | |
5/15/2023 | Retirement Investment Advisors Inc. | 4,304 | $0.40M | 0.1% | N/A | 0.003% | |
5/15/2023 | Ambassador Advisors LLC | 1,861 | $0.28M | 0.1% | +49.1% | 0.001% | |
5/15/2023 | IHT Wealth Management LLC | 8,996 | $1.37M | 0.1% | +3.0% | 0.006% | |
5/15/2023 | Punch & Associates Investment Management Inc. | 48,167 | $7.31M | 0.5% | -2.7% | 0.030% | |
5/15/2023 | Pensionmark Financial Group LLC | 3,029 | $0.46M | 0.1% | -98.0% | 0.002% | |
5/15/2023 | Peapack Gladstone Financial Corp | 103,183 | $15.66M | 0.3% | -3.2% | 0.064% | |
5/15/2023 | Frank Rimerman Advisors LLC | 269,955 | $40.97M | 11.3% | N/A | 0.168% | |
5/15/2023 | PGIM Custom Harvest LLC | 1,789 | $0.27M | 0.0% | N/A | 0.001% | |
5/15/2023 | Nations Financial Group Inc. IA ADV | 19,316 | $2.93M | 0.3% | -0.8% | 0.012% | |
5/15/2023 | Washington Trust Bank | 1,700 | $0.26M | 0.0% | -49.5% | 0.001% | |
5/15/2023 | Two Sigma Securities LLC | 4,345 | $0.66M | 0.0% | N/A | 0.003% | |
5/15/2023 | Equitable Holdings Inc. | 335,559 | $50.92M | 0.8% | -4.4% | 0.208% | |
5/15/2023 | Manhattan West Asset Management LLC | 3,015 | $0.46M | 0.2% | N/A | 0.002% | |
5/15/2023 | Cetera Investment Advisers | 172,284 | $26.15M | 0.2% | -0.5% | 0.107% | |
5/15/2023 | Stephens Inc. AR | 12,057 | $1.83M | 0.0% | -6.3% | 0.007% | |
5/15/2023 | Evermay Wealth Management LLC | 1,372 | $0.21M | 0.0% | +28.5% | 0.001% | |
5/15/2023 | Matrix Private Capital Group LLC | 4,079 | $0.62M | 0.4% | -8.8% | 0.003% | |
5/15/2023 | Asset Management Group Inc. | 53,121 | $8.06M | 1.8% | +0.4% | 0.033% | |
5/15/2023 | First Commonwealth Financial Corp PA | 22,143 | $3.36M | 1.2% | +164.0% | 0.014% | |
5/15/2023 | Flow Traders U.S. LLC | 18,586 | $2.82M | 0.1% | N/A | 0.012% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 86,627 | $13.15M | 0.9% | -9.7% | 0.054% | |
5/15/2023 | Relative Value Partners Group LLC | 240,577 | $36.51M | 2.5% | -8.1% | 0.149% | |
5/15/2023 | Benchmark Investment Advisors LLC | 16,232 | $2.46M | 2.5% | -5.4% | 0.010% | |
5/15/2023 | Edgar Lomax Co. VA | 20,363 | $3.09M | 0.2% | -35.1% | 0.013% | |
5/12/2023 | Veritable L.P. | 124,120 | $18.84M | 0.3% | -1.1% | 0.077% | |
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5/12/2023 | Koss Olinger Consulting LLC | 265,718 | $40.33M | 5.0% | +8.7% | 0.165% | |
5/12/2023 | Prospera Financial Services Inc | 20,494 | $3.11M | 0.1% | -4.8% | 0.013% | |
5/12/2023 | Callan Family Office LLC | 77,333 | $11.74M | 2.8% | +0.4% | 0.048% | |
5/12/2023 | SVB Wealth LLC | 9,058 | $1.38M | 0.0% | -25.3% | 0.006% | |
5/12/2023 | Wetherby Asset Management Inc. | 68,684 | $10.42M | 0.6% | -4.5% | 0.043% | |
5/12/2023 | Cresset Asset Management LLC | 32,060 | $4.87M | 0.1% | +3.0% | 0.020% | |
5/12/2023 | Trail Ridge Investment Advisors LLC | 23,836 | $3.62M | 2.4% | -6.3% | 0.015% | |
5/12/2023 | Astoria Strategic Wealth Inc. | 46,367 | $7.04M | 2.7% | +8.5% | 0.029% | |
5/12/2023 | Smith Moore & CO. | 129,490 | $19.65M | 2.7% | -1.6% | 0.080% | |
5/12/2023 | Stifel Financial Corp | 2,207,615 | $335.03M | 0.5% | -10.8% | 1.371% | |