5/22/2025 | Rollins Financial Advisors LLC | 19,003 | $1.91M | 0.3% | +4.4% | 0.015% | |
5/16/2025 | NewEdge Advisors LLC | 119,687 | $12.04M | 0.1% | -4.4% | 0.092% | |
5/16/2025 | Integrated Wealth Concepts LLC | 5,137 | $517K | 0.0% | +70.6% | 0.004% | |
5/16/2025 | Alexis Investment Partners LLC | 79,767 | $8.03M | 3.8% | +16.3% | 0.061% | |
5/15/2025 | Baird Financial Group Inc. | 18,536 | $1.87M | 0.0% | -58.5% | 0.014% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 25,401 | $2.56M | 0.0% | +3.9% | 0.019% | |
5/14/2025 | RPg Family Wealth Advisory LLC | 2,673 | $269K | 0.1% | N/A | 0.002% | |
5/14/2025 | SVB Wealth LLC | 10,153 | $1.02M | 0.0% | -52.9% | 0.008% | |
5/14/2025 | Flow Traders U.S. LLC | 68,958 | $6.94M | 0.3% | N/A | 0.053% | |
5/13/2025 | Somerset Group LLC | 21,402 | $2.15M | 2.0% | -0.5% | 0.016% | |
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5/13/2025 | Nations Financial Group Inc. IA ADV | 11,329 | $1.14M | 0.1% | +86.6% | 0.009% | |
5/13/2025 | FCA Corp TX | 13,060 | $1.31M | 0.4% | -2.1% | 0.010% | |
5/12/2025 | Staley Capital Advisers Inc. | 17,460 | $1.76M | 0.1% | +6.1% | 0.013% | |
5/12/2025 | SouthState Corp | 27,991 | $2.82M | 0.1% | +10.0% | 0.021% | |
5/12/2025 | JPMorgan Chase & Co. | 27,665,468 | $2.78B | 0.2% | +15.9% | 21.198% | |
5/9/2025 | Fi3 FINANCIAL ADVISORS LLC | 2,753 | $277K | 0.1% | +25.8% | 0.002% | |
5/9/2025 | West Michigan Advisors LLC | 23,999 | $2.42M | 0.8% | -4.7% | 0.018% | |
5/9/2025 | L & S Advisors Inc | 9,543 | $960K | 0.1% | +70.5% | 0.007% | |
5/8/2025 | Arkadios Wealth Advisors | 211,331 | $21.26M | 0.8% | +6.5% | 0.162% | |
5/7/2025 | Resolute Wealth Strategies LLC | 80,818 | $8.13M | 4.5% | -4.0% | 0.062% | |
5/7/2025 | Intellus Advisors LLC | 10,159 | $1.02M | 0.2% | N/A | 0.008% | |
5/6/2025 | Compass Financial Group Inc. | 60,348 | $6.07M | 3.1% | -1.9% | 0.046% | |
5/6/2025 | VSM Wealth Advisory LLC | 34,517 | $3.47M | 1.2% | +3.5% | 0.026% | |
5/5/2025 | Arrow Financial Corp | 18,379 | $1.85M | 0.2% | -10.7% | 0.014% | |
5/5/2025 | Archer Investment Corp | 6,399 | $644K | 0.2% | +6.3% | 0.005% | |
5/5/2025 | Migdal Insurance & Financial Holdings Ltd. | 47,700 | $4.80M | 0.1% | N/A | 0.038% | |
5/2/2025 | Whittier Trust Co. of Nevada Inc. | 21,427 | $2.16M | 0.1% | -4.3% | 0.017% | |
5/2/2025 | Whittier Trust Co. | 89,840 | $9.04M | 0.1% | -19.7% | 0.072% | |
5/2/2025 | Transcendent Capital Group LLC | 44,008 | $4.43M | 2.5% | +721.5% | 0.035% | |
5/1/2025 | LRI Investments LLC | 1,493 | $150K | 0.0% | N/A | 0.001% | |
5/1/2025 | Park Square Financial Group LLC | 256 | $26K | 0.0% | -79.8% | 0.000% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 305 | $31K | 0.0% | N/A | 0.000% | |
4/30/2025 | Leavell Investment Management Inc. | 45,758 | $4.60M | 0.2% | -2.6% | 0.036% | |
4/30/2025 | Moloney Securities Asset Management LLC | 3,997 | $402K | 0.1% | N/A | 0.003% | |
4/30/2025 | Valeo Financial Advisors LLC | 2,582 | $260K | 0.0% | -29.9% | 0.002% | |
4/30/2025 | 49 Wealth Management LLC | 72,517 | $7.30M | 0.9% | -1.7% | 0.058% | |
4/30/2025 | Synergy Investment Management LLC | 5,214 | $525K | 0.2% | -52.4% | 0.004% | |
4/29/2025 | Simmons Bank | 13,211 | $1.33M | 0.1% | -26.9% | 0.011% | |
4/29/2025 | Bank of New York Mellon Corp | 20,545 | $2.07M | 0.0% | +609.9% | 0.016% | |
4/29/2025 | Elite Financial Inc. | 90,203 | $9.08M | 4.8% | +9.1% | 0.072% | |
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4/29/2025 | Olde Wealth Management LLC | 1,667 | $167K | 0.1% | N/A | 0.001% | |
4/29/2025 | Strategic Blueprint LLC | 5,050 | $508K | 0.0% | +152.9% | 0.004% | |
4/28/2025 | Private Trust Co. NA | 9,914 | $998K | 0.1% | -5.3% | 0.008% | |
4/28/2025 | Arlington Trust Co LLC | 1,514 | $152K | 0.0% | N/A | 0.001% | |
4/28/2025 | Rossby Financial LCC | 13,396 | $1.35M | 0.6% | +94.6% | 0.011% | |
4/25/2025 | Westside Investment Management Inc. | 53,231 | $5.36M | 1.1% | -19.3% | 0.042% | |
4/25/2025 | Arbor Investment Advisors LLC | 12,459 | $1.25M | 0.2% | +4.1% | 0.010% | |
4/24/2025 | Golden State Wealth Management LLC | 977 | $98K | 0.0% | -48.8% | 0.001% | |
4/24/2025 | Mascoma Wealth Management LLC | 618 | $62K | 0.0% | -58.9% | 0.000% | |
4/24/2025 | Oakworth Capital Inc. | 2,055 | $207K | 0.0% | N/A | 0.002% | |
4/24/2025 | Klaas Financial Asset Advisors LLC | 45,750 | $4.60M | 0.8% | +103.9% | 0.036% | |
4/23/2025 | Western Wealth Management LLC | 8,538 | $859K | 0.1% | +93.3% | 0.007% | |
4/23/2025 | SOL Capital Management CO | 44,504 | $4.48M | 0.5% | +1.6% | 0.035% | |
4/23/2025 | Bessemer Group Inc. | 1,080 | $109K | 0.0% | -13.3% | 0.001% | |
4/21/2025 | HCR Wealth Advisors | 23,070 | $2.32M | 0.3% | +11.4% | 0.018% | |
4/21/2025 | Kingswood Wealth Advisors LLC | 4,470 | $450K | 0.0% | -77.6% | 0.004% | |
4/18/2025 | Creative Capital Management Investments LLC | 13,247 | $1.33M | 0.5% | -8.3% | 0.011% | |
4/17/2025 | Janney Montgomery Scott LLC | 40,357 | $4.06M | 0.0% | -18.8% | 0.032% | |
4/16/2025 | Birch Capital Management LLC | 16,383 | $1.65M | 0.9% | -10.7% | 0.013% | |
4/15/2025 | Noble Wealth Management PBC | 11,032 | $1.11M | 0.8% | +17.5% | 0.009% | |
4/15/2025 | Sanibel Captiva Trust Company Inc. | 3,076 | $310K | 0.0% | N/A | 0.002% | |
4/14/2025 | Farther Finance Advisors LLC | 23,187 | $2.32M | 0.1% | +44.3% | 0.018% | |
4/10/2025 | Financial Management Professionals Inc. | 10,306 | $1.04M | 0.1% | +8.4% | 0.008% | |
4/9/2025 | Planned Solutions Inc. | 118,392 | $11.91M | 4.8% | +3.0% | 0.090% | |
4/9/2025 | Harbor Investment Advisory LLC | 1,769 | $178K | 0.0% | +882.8% | 0.001% | |
4/9/2025 | NBC Securities Inc. | 2,961 | $297K | 0.0% | +147,950.0% | 0.002% | |
4/9/2025 | Fiduciary Alliance LLC | 24,798 | $2.50M | 0.2% | +2.8% | 0.019% | |
4/8/2025 | Beese Fulmer Investment Management Inc. | 4,800 | $483K | 0.0% | -8.0% | 0.004% | |
4/8/2025 | Parallel Advisors LLC | 1,550 | $156K | 0.0% | -75.3% | 0.001% | |
4/8/2025 | Lowe Wealth Advisors LLC | 81,278 | $8.18M | 3.5% | -1.4% | 0.062% | |
4/7/2025 | GAMMA Investing LLC | 20,124 | $2.03M | 0.0% | +9,962.0% | 0.015% | |
4/7/2025 | AdvisorNet Financial Inc | 6,697 | $674K | 0.1% | +15.2% | 0.005% | |
3/6/2025 | Elite Financial Inc. | 82,707 | $8.33M | 4.5% | N/A | 0.066% | |
2/28/2025 | Park Square Financial Group LLC | 1,266 | $127K | 0.1% | N/A | 0.001% | |
2/26/2025 | Virtue Capital Management LLC | 24,514 | $2.46M | 0.5% | -88.0% | 0.020% | |
2/24/2025 | Ameriflex Group Inc. | 1,593 | $160K | 0.1% | N/A | 0.001% | |
2/22/2025 | American Trust | 2,901 | $291K | 0.0% | N/A | 0.002% | |
2/18/2025 | 49 Wealth Management LLC | 73,781 | $7.40M | 1.1% | +46.4% | 0.063% | |
2/18/2025 | Novem Group | 27,140 | $2.72M | 0.4% | N/A | 0.023% | |
2/18/2025 | Continuum Advisory LLC | 2,784 | $279K | 0.0% | -16.3% | 0.002% | |
2/17/2025 | Sentinus LLC | 7,702 | $773K | 0.2% | N/A | 0.007% | |
2/17/2025 | Colonial Trust Co SC | 920 | $92K | 0.0% | -48.7% | 0.001% | |
2/17/2025 | Bramshill Investments LLC | 270,442 | $27.14M | 4.3% | +11.1% | 0.230% | |
2/17/2025 | Cahill Financial Advisors Inc. | 25,227 | $2.53M | 0.3% | +163.8% | 0.021% | |
2/17/2025 | Captrust Financial Advisors | 41,583 | $4.17M | 0.0% | +7.9% | 0.035% | |
2/17/2025 | Baird Financial Group Inc. | 44,708 | $4.49M | 0.0% | +79.6% | 0.038% | |
2/17/2025 | BNP Paribas Financial Markets | 32,491 | $3.26M | 0.0% | -81.7% | 0.028% | |
2/17/2025 | Ameriprise Financial Inc. | 15,767 | $1.58M | 0.0% | +258.6% | 0.013% | |
2/14/2025 | Arrow Financial Corp | 20,578 | $2.07M | 0.2% | -81.2% | 0.018% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 31,420 | $3.15M | 0.0% | +6.8% | 0.027% | |
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2/14/2025 | Integrated Wealth Concepts LLC | 3,011 | $302K | 0.0% | +25.7% | 0.003% | |
2/14/2025 | Coppell Advisory Solutions LLC | 24,689 | $2.49M | 0.4% | -6.5% | 0.021% | |
2/14/2025 | IHT Wealth Management LLC | 11,132 | $1.12M | 0.0% | +259.2% | 0.009% | |
2/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 24,439 | $2.45M | 0.0% | -6.0% | 0.019% | |
2/14/2025 | Goodman Advisory Group LLC | 54,470 | $5.47M | 1.6% | -8.8% | 0.046% | |
2/14/2025 | Alexis Investment Partners LLC | 68,615 | $6.90M | 3.4% | N/A | 0.058% | |
2/13/2025 | United Capital Financial Advisors LLC | 40,705 | $4.08M | 0.0% | -25.7% | 0.035% | |
2/13/2025 | Anchor Investment Management LLC | 6,650 | $667K | 0.1% | -4.3% | 0.006% | |
2/13/2025 | Rossby Financial LCC | 6,885 | $691K | 0.4% | N/A | 0.006% | |
2/13/2025 | Keystone Financial Group | 5,064 | $508K | 0.0% | N/A | 0.004% | |