4/26/2024 | Sterling Investment Counsel LLC | 3,480 | $218K | 0.1% | N/A | 0.004% | |
4/26/2024 | Bellevue Asset Management LLC | 66,936 | $4.19M | 2.4% | +11.1% | 0.069% | |
4/26/2024 | Bogart Wealth LLC | 689,351 | $43.17M | 2.2% | +2.0% | 0.706% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 249,514 | $15.63M | 0.1% | +10.9% | 0.257% | |
4/24/2024 | Essex Financial Services Inc. | 3,487 | $218K | 0.0% | N/A | 0.004% | |
4/23/2024 | Global Retirement Partners LLC | 3,253 | $204K | 0.0% | +16.7% | 0.003% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 158,685 | $9.94M | 0.0% | +29.3% | 0.164% | |
4/22/2024 | Family Investment Center Inc. | 444,543 | $27.84M | 9.0% | -7.5% | 0.458% | |
4/18/2024 | Summit Investment Advisory Services LLC | 24,396 | $1.53M | 0.9% | +5.9% | 0.025% | |
4/18/2024 | Buffington Mohr McNeal | 249,987 | $15.65M | 2.8% | +10.2% | 0.258% | |
4/18/2024 | Woodmont Investment Counsel LLC | 2,883 | $181K | 0.0% | N/A | 0.003% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 43,049 | $2.70M | 0.0% | +23.6% | 0.044% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 3,737 | $234K | 0.1% | N/A | 0.004% | |
4/11/2024 | Security Financial Services INC. | 4,567 | $286K | 0.1% | N/A | 0.005% | |
4/10/2024 | Park Avenue Securities LLC | 69,556 | $4.36M | 0.1% | -0.5% | 0.072% | |
4/9/2024 | Richard P Slaughter Associates Inc | 190,272 | $11.92M | 2.8% | +60.5% | 0.196% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 19,838 | $1.24M | 0.0% | N/A | 0.020% | |
3/14/2024 | Leo Wealth LLC | 12,722 | $783K | 0.1% | N/A | 0.013% | |
2/13/2024 | Cetera Advisor Networks LLC | 163,023 | $9.53M | 0.1% | +11.0% | 0.168% | |
2/13/2024 | Tower Research Capital LLC TRC | 473 | $28K | 0.0% | N/A | 0.000% | |
2/13/2024 | Belpointe Asset Management LLC | 21,132 | $1.24M | 0.1% | N/A | 0.022% | |
2/13/2024 | Jones Financial Companies Lllp | 422 | $25K | 0.0% | N/A | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 17,216 | $1M | 0.0% | N/A | 0.018% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 225,015 | $13.15M | 0.1% | +5.2% | 0.232% | |
2/9/2024 | Assetmark Inc. | 1,605,493 | $93.83M | 0.3% | -4.8% | 1.657% | |
2/8/2024 | Level Four Advisory Services LLC | 53,439 | $3.12M | 0.2% | +1.2% | 0.055% | |
2/8/2024 | Kingsview Wealth Management LLC | 5,725 | $335K | 0.0% | N/A | 0.006% | |
2/8/2024 | Janney Montgomery Scott LLC | 245,076 | $14.32M | 0.0% | +1.1% | 0.253% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 13,938 | $815K | 0.0% | +65.1% | 0.014% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 4,272 | $250K | 0.0% | +14.9% | 0.004% | |
2/7/2024 | Bogart Wealth LLC | 676,154 | $39.51M | 2.2% | +3.3% | 0.698% | |
2/6/2024 | N.E.W. Advisory Services LLC | 35,361 | $2.07M | 0.2% | N/A | 0.036% | |
2/6/2024 | Private Advisor Group LLC | 244,289 | $14.28M | 0.1% | +12.4% | 0.252% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 12,310 | $719K | 0.0% | +196.7% | 0.013% | |
2/6/2024 | Bellevue Asset Management LLC | 60,233 | $3.52M | 2.1% | N/A | 0.062% | |
2/6/2024 | Commonwealth Equity Services LLC | 730,725 | $42.70M | 0.1% | +6.4% | 0.754% | |
2/6/2024 | First Horizon Advisors Inc. | 113,688 | $6.64M | 0.2% | -15.0% | 0.117% | |
2/6/2024 | Great Valley Advisor Group Inc. | 339,391 | $19.83M | 0.7% | N/A | 0.350% | |
2/5/2024 | Silver Oak Securities Incorporated | 22,081 | $1.29M | 0.2% | +75.7% | 0.023% | |
2/1/2024 | Sage Mountain Advisors LLC | 423 | $25K | 0.0% | N/A | 0.000% | |
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2/1/2024 | CWM LLC | 510,616 | $29.84M | 0.2% | +89.7% | 0.527% | |
1/30/2024 | Buffington Mohr McNeal | 226,759 | $13.25M | 2.7% | +6.4% | 0.234% | |
1/25/2024 | International Assets Investment Management LLC | 49,235 | $2.88M | 0.0% | N/A | 0.051% | |
1/24/2024 | Stratos Wealth Partners LTD. | 15,089 | $882K | 0.0% | -6.1% | 0.016% | |
1/24/2024 | International Assets Investment Management LLC | 49,235 | $2.88M | 0.0% | N/A | 0.051% | |
1/22/2024 | Pallas Capital Advisors LLC | 245,285 | $14.33M | 0.8% | +1.1% | 0.253% | |
1/18/2024 | Global Retirement Partners LLC | 2,788 | $160K | 0.0% | +69.6% | 0.003% | |
1/18/2024 | Summit Investment Advisory Services LLC | 23,041 | $1.35M | 0.8% | N/A | 0.024% | |
1/18/2024 | Lockerman Financial Group Inc. | 9,349 | $546K | 1.3% | -2.4% | 0.010% | |
1/17/2024 | Family Investment Center Inc. | 480,488 | $28.08M | 14.1% | +7.4% | 0.496% | |
1/16/2024 | HBW Advisory Services LLC | 17,989 | $1.05M | 0.2% | -10.4% | 0.019% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 122,700 | $7.17M | 0.0% | +3.3% | 0.127% | |
1/11/2024 | Shira Ridge Wealth Management | 4,048 | $237K | 0.1% | -10.9% | 0.004% | |
1/11/2024 | Wealth Alliance Advisory Group LLC | 251,361 | $14.69M | 3.8% | +3.8% | 0.259% | |
1/8/2024 | Richard P Slaughter Associates Inc | 118,515 | $6.93M | 1.7% | +86.1% | 0.122% | |
11/20/2023 | Silver Oak Securities Incorporated | 12,570 | $683K | 0.1% | +124.5% | 0.013% | |
11/15/2023 | Stonebridge Capital Advisors LLC | 668 | $36K | 0.0% | N/A | 0.001% | |
11/15/2023 | JPMorgan Chase & Co. | 73,827,903 | $4.01B | 0.4% | -5.1% | 76.206% | |
11/15/2023 | Lido Advisors LLC | 275,342 | $14.97M | 0.1% | N/A | 0.284% | |
11/13/2023 | LPL Financial LLC | 1,216,619 | $66.15M | 0.0% | +23.3% | 1.256% | |
11/13/2023 | TFB Advisors LLC | 8,642 | $470K | 0.6% | -32.0% | 0.009% | |
11/13/2023 | Envestnet Asset Management Inc. | 394,684 | $21.46M | 0.0% | -45.4% | 0.407% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 8,442 | $459K | 0.0% | N/A | 0.009% | |
11/13/2023 | Kestra Advisory Services LLC | 4,444 | $242K | 0.0% | +26.5% | 0.005% | |
11/8/2023 | Janney Montgomery Scott LLC | 242,410 | $13.18M | 0.0% | +2.1% | 0.250% | |
11/6/2023 | Buck Wealth Strategies LLC | 741 | $40K | 0.0% | N/A | 0.001% | |
11/1/2023 | Csenge Advisory Group | 24,403 | $1.33M | 0.1% | -33.0% | 0.025% | |
10/30/2023 | Bogart Wealth LLC | 654,509 | $35.59M | 2.2% | +22.3% | 0.676% | |
10/27/2023 | Assetmark Inc. | 1,685,647 | $91.65M | 0.4% | -32.0% | 1.740% | |
10/27/2023 | First Horizon Advisors Inc. | 133,801 | $7.28M | 0.3% | +7.5% | 0.138% | |
10/26/2023 | Park Avenue Securities LLC | 70,753 | $3.85M | 0.1% | -48.9% | 0.073% | |
10/25/2023 | Buffington Mohr McNeal | 213,084 | $11.59M | 2.6% | +2.8% | 0.220% | |
10/24/2023 | Stratos Wealth Partners LTD. | 16,069 | $874K | 0.0% | -27.8% | 0.017% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 118,759 | $6.46M | 0.0% | +2.0% | 0.123% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 213,888 | $11.63M | 0.1% | +6.4% | 0.221% | |
10/23/2023 | Sheets Smith Wealth Management | 533 | $29K | 0.0% | N/A | 0.001% | |
10/23/2023 | Commonwealth Equity Services LLC | 687,035 | $37.35M | 0.1% | +9.5% | 0.709% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 4,149 | $226K | 0.0% | N/A | 0.004% | |
10/20/2023 | Lockerman Financial Group Inc. | 9,575 | $521K | 1.4% | -48.4% | 0.010% | |
10/18/2023 | Private Trust Co. NA | 4,933 | $268K | 0.0% | +8.9% | 0.005% | |
10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 69,443 | $3.78M | 0.1% | N/A | 0.072% | |
10/13/2023 | Global Retirement Partners LLC | 1,644 | $87K | 0.0% | -52.9% | 0.002% | |
10/12/2023 | IFP Advisors Inc | 12,203 | $663K | 0.0% | +76.6% | 0.013% | |
10/12/2023 | HBW Advisory Services LLC | 20,080 | $1.09M | 0.2% | +60.4% | 0.021% | |
10/11/2023 | CWM LLC | 269,145 | $14.63M | 0.1% | +136.8% | 0.278% | |
10/11/2023 | Shira Ridge Wealth Management | 4,545 | $247K | 0.2% | -31.1% | 0.005% | |
10/10/2023 | Northwest Capital Management Inc | 3,715 | $202K | 0.1% | +15.3% | 0.004% | |
10/10/2023 | Wealth Alliance Advisory Group LLC | 242,135 | $13.17M | 3.9% | N/A | 0.250% | |
10/10/2023 | Richard P Slaughter Associates Inc | 63,669 | $3.46M | 0.9% | N/A | 0.066% | |
10/5/2023 | Family Investment Center Inc. | 447,347 | $24.32M | 14.7% | N/A | 0.462% | |
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8/21/2023 | Osaic Holdings Inc. | 394,909 | $22.56M | 0.0% | -1.2% | 0.408% | |
8/11/2023 | JPMorgan Chase & Co. | 77,774,664 | $4.44B | 0.5% | +0.3% | 80.279% | |
8/10/2023 | Osaic Holdings Inc. | 400,522 | $22.56M | 0.0% | +0.2% | 0.413% | |
8/10/2023 | Commonwealth Equity Services LLC | 627,391 | $35.84M | 0.1% | +0.7% | 0.648% | |
8/10/2023 | Private Advisor Group LLC | 240,619 | $13.75M | 0.1% | +22.2% | 0.248% | |
8/10/2023 | Cetera Advisors LLC | 18,267 | $1.05M | 0.0% | +108.1% | 0.019% | |
8/10/2023 | Cetera Advisor Networks LLC | 128,050 | $7.32M | 0.1% | +290.1% | 0.132% | |
8/10/2023 | Cetera Investment Advisers | 33,809 | $1.93M | 0.0% | +3.7% | 0.035% | |
8/9/2023 | Flow Traders U.S. LLC | 96,420 | $5.51M | 0.2% | -79.2% | 0.100% | |
8/8/2023 | Aveo Capital Partners LLC | 3,916 | $224K | 0.0% | -14.3% | 0.004% | |