6/7/2023 | Sweeney & Michel LLC | 941 | $0.40M | 0.2% | N/A | 0.001% | |
6/7/2023 | Atomi Financial Group Inc. | 3,037 | $1.17M | 0.7% | N/A | 0.002% | |
6/5/2023 | EP Wealth Advisors LLC | 51,995 | $3.04M | 0.1% | N/A | 0.043% | |
6/5/2023 | Level Four Advisory Services LLC | 2,318 | $0.89M | 0.1% | -2.1% | 0.002% | |
5/25/2023 | Empower Advisory Group LLC | 6,369 | $2.45M | 0.0% | N/A | 0.005% | |
5/25/2023 | Garde Capital Inc. | 450 | $0.17M | 0.0% | +36.4% | 0.000% | |
|
5/22/2023 | Arete Wealth Advisors LLC | 1,470 | $0.57M | 0.0% | N/A | 0.001% | |
5/22/2023 | Ameriprise Financial Inc. | 570,621 | $218.55M | 0.1% | -6.1% | 0.468% | |
5/22/2023 | American Trust | 20,434 | $7.88M | 0.5% | -14.0% | 0.017% | |
5/22/2023 | Prostatis Group LLC | 558 | $0.22M | 0.1% | -99.7% | 0.000% | |
5/19/2023 | AMI Investment Management Inc. | 50,573 | $19.49M | 8.9% | +4.0% | 0.041% | |
5/18/2023 | Axiom Financial Strategies LLC | 38,344 | $14.78M | 8.2% | -0.1% | 0.031% | |
5/18/2023 | GSB Wealth Management LLC | 653 | $0.21M | 0.1% | N/A | 0.001% | |
5/18/2023 | Courier Capital LLC | 1,070 | $0.41M | 0.0% | -7.8% | 0.001% | |
5/18/2023 | Titleist Asset Management LLC | 7,199 | $2.78M | 0.6% | N/A | 0.006% | |
5/18/2023 | JPMorgan Chase & Co. | 5,991,952 | $2.31B | 0.3% | -5.0% | 4.911% | |
5/18/2023 | Centaurus Financial Inc. | 5,764 | $2.22M | 0.2% | +33.7% | 0.005% | |
5/17/2023 | B. Riley Wealth Advisors Inc. | 36,798 | $14.18M | 0.4% | -15.5% | 0.030% | |
5/17/2023 | Advisory Services Network LLC | 33,813 | $13.03M | 0.4% | +50.0% | 0.028% | |
5/17/2023 | Rockefeller Capital Management L.P. | 224,464 | $86.52M | 0.4% | +24.9% | 0.184% | |
5/17/2023 | Providence Capital Advisors LLC | 109,088 | $0.28M | 0.0% | N/A | 0.089% | |
5/17/2023 | Chevy Chase Trust Holdings LLC | 13,714 | $5.29M | 0.0% | -5.3% | 0.011% | |
5/17/2023 | Apexium Financial LP | 4,520 | $1.74M | 0.2% | -3.3% | 0.004% | |
5/17/2023 | Headinvest LLC | 1,385 | $0.53M | 0.1% | -4.0% | 0.001% | |
5/17/2023 | Thrivent Financial for Lutherans | 2,969 | $1.13M | 0.0% | -3.1% | 0.002% | |
5/17/2023 | Gerber Kawasaki Wealth & Investment Management | 577 | $0.22M | 0.0% | N/A | 0.000% | |
5/16/2023 | Mercer Global Advisors Inc. ADV | 50,489 | $19.46M | 0.1% | -9.7% | 0.041% | |
5/16/2023 | Pacific Center for Financial Services | 257 | $99K | 0.0% | N/A | 0.000% | |
5/16/2023 | Waverly Advisors LLC | 1,048 | $0.40M | 0.0% | +8.5% | 0.001% | |
5/16/2023 | National Wealth Management Group LLC | 3,995 | $1.54M | 1.8% | N/A | 0.003% | |
5/16/2023 | Carolinas Wealth Consulting LLC | 673 | $0.26M | 0.1% | +79.9% | 0.001% | |
5/16/2023 | Ancora Advisors LLC | 817 | $0.32M | 0.0% | -84.1% | 0.001% | |
5/16/2023 | Vertex Planning Partners LLC | 732 | $0.28M | 0.1% | -7.8% | 0.001% | |
5/16/2023 | PCA Investment Advisory Services Inc. | 1,914 | $0.74M | 0.5% | N/A | 0.002% | |
5/16/2023 | Hollencrest Capital Management | 7,187 | $2.77M | 0.3% | -4.0% | 0.006% | |
5/16/2023 | Prestige Wealth Management Group LLC | 176 | $68K | 0.0% | -47.9% | 0.000% | |
5/16/2023 | Atlas Capital Advisors LLC | 22,889 | $8.82M | 1.4% | +12.2% | 0.019% | |
5/16/2023 | Colony Group LLC | 897 | $0.35M | 0.0% | -20.8% | 0.001% | |
5/16/2023 | Sentinus LLC | 946 | $0.37M | 0.1% | N/A | 0.001% | |
5/16/2023 | Apollon Wealth Management LLC | 5,247 | $2.02M | 0.1% | +39.2% | 0.004% | |
|
5/16/2023 | Jane Street Group LLC | 10,445 | $4.03M | 0.0% | -36.1% | 0.009% | |
5/16/2023 | Segall Bryant & Hamill LLC | 1,428 | $0.55M | 0.0% | -8.5% | 0.001% | |
5/16/2023 | SWAN Capital LLC | 34,467 | $13.29M | 12.8% | N/A | 0.028% | |
5/16/2023 | Snowden Capital Advisors LLC | 20,415 | $7.87M | 0.3% | +2.4% | 0.017% | |
5/16/2023 | Soundwatch Capital LLC | 878 | $0.34M | 0.1% | N/A | 0.001% | |
5/16/2023 | Steward Partners Investment Advisory LLC | 49,041 | $18.90M | 0.3% | -1.8% | 0.040% | |
5/16/2023 | Strategic Investment Solutions Inc. IL | 87 | $34K | 0.0% | N/A | 0.000% | |
5/16/2023 | First Horizon Advisors Inc. | 5,211 | $2.01M | 0.1% | -0.7% | 0.004% | |
5/16/2023 | Grayhawk Investment Strategies Inc. | 7,006 | $4.94M | 2.4% | -29.0% | 0.006% | |
5/16/2023 | Graves Light Lenhart Wealth Inc. | 1,310 | $0.51M | 0.1% | N/A | 0.001% | |
5/16/2023 | Harbour Investments Inc. | 25,111 | $9.68M | 0.5% | +6.6% | 0.021% | |
5/16/2023 | HBK Sorce Advisory LLC | 1,008 | $0.58M | 0.0% | -27.5% | 0.001% | |
5/16/2023 | Howe & Rusling Inc. | 501 | $0.19M | 0.0% | +7.1% | 0.000% | |
5/16/2023 | Becker Capital Management Inc. | 1,233 | $0.48M | 0.0% | N/A | 0.001% | |
5/16/2023 | BSW Wealth Partners | 1,334 | $0.51M | 0.1% | N/A | 0.001% | |
5/16/2023 | Belpointe Asset Management LLC | 9,937 | $3.83M | 0.2% | -6.4% | 0.008% | |
5/15/2023 | SCS Capital Management LLC | 32,010 | $12.34M | 0.4% | -6.4% | 0.026% | |
5/15/2023 | Lido Advisors LLC | 83,233 | $32.08M | 0.3% | +2.3% | 0.068% | |
5/15/2023 | Moneta Group Investment Advisors LLC | 6,227 | $2.40M | 0.1% | +39.2% | 0.005% | |
5/15/2023 | Johnson Investment Counsel Inc. | 27,287 | $10.52M | 0.1% | -7.3% | 0.022% | |
5/15/2023 | Certified Advisory Corp | 23,838 | $9.19M | 1.6% | -0.2% | 0.020% | |
5/15/2023 | Fiduciary Trust Co. | 27,978 | $10.79M | 0.2% | -2.6% | 0.023% | |
5/15/2023 | Synergy Asset Management LLC | 7,695 | $2.97M | 0.7% | N/A | 0.006% | |
5/15/2023 | Cornerstone Wealth Management LLC | 2,817 | $1.09M | 0.1% | N/A | 0.002% | |
5/15/2023 | Ambassador Advisors LLC | 670 | $0.26M | 0.1% | -49.1% | 0.001% | |
5/15/2023 | IHT Wealth Management LLC | 10,471 | $4.04M | 0.2% | -7.7% | 0.009% | |
5/15/2023 | Advisory Resource Group | 521 | $0.20M | 0.1% | N/A | 0.000% | |
5/15/2023 | PGIM Custom Harvest LLC | 195,484 | $75.35M | 3.1% | +2.3% | 0.160% | |
5/15/2023 | Gotham Asset Management LLC | 7,995 | $3.08M | 0.1% | N/A | 0.007% | |
5/15/2023 | Equitable Holdings Inc. | 376,576 | $145.16M | 2.3% | -9.9% | 0.309% | |
5/15/2023 | Cetera Investment Advisers | 38,631 | $14.89M | 0.1% | +12.5% | 0.032% | |
5/15/2023 | Stephens Inc. AR | 4,839 | $1.87M | 0.0% | +0.7% | 0.004% | |
5/15/2023 | Williams Jones Wealth Management LLC. | 4,933 | $1.90M | 0.0% | -1.7% | 0.004% | |
5/15/2023 | Guardian Wealth Advisors LLC NC | 968 | $0.37M | 0.1% | +1,836.0% | 0.001% | |
5/15/2023 | Nissay Asset Management Corp Japan ADV | 204,727 | $78.92M | 0.7% | N/A | 0.168% | |
5/15/2023 | Gerber Kawasaki Wealth & Investment Management | 577 | $0.22M | 0.0% | N/A | 0.000% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 2,043 | $0.79M | 0.1% | -9.0% | 0.002% | |
5/15/2023 | Cresta Advisors Ltd. | 847 | $0.33M | 0.3% | -13.1% | 0.001% | |
5/15/2023 | Flow Traders U.S. LLC | 6,014 | $2.32M | 0.1% | N/A | 0.005% | |
5/15/2023 | Freestone Capital Holdings LLC | 3,657 | $1.41M | 0.1% | -0.9% | 0.003% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 14,279 | $5.50M | 0.4% | -1.2% | 0.012% | |
5/15/2023 | HCR Wealth Advisors | 1,366 | $0.53M | 0.1% | -89.2% | 0.001% | |
5/15/2023 | ICA Group Wealth Management LLC | 17,573 | $6.77M | 1.6% | -7.2% | 0.014% | |
5/15/2023 | Mission Creek Capital Partners Inc. | 1,989 | $0.77M | 0.3% | +15.4% | 0.002% | |
5/15/2023 | Missouri Trust & Investment Co | 797 | $0.31M | 0.2% | +9.9% | 0.001% | |
5/15/2023 | Relative Value Partners Group LLC | 29,110 | $11.22M | 0.8% | -5.3% | 0.024% | |
5/15/2023 | VitalStone Financial LLC | 14,758 | $6.75M | 5.6% | +134,063.6% | 0.012% | |
5/12/2023 | Veritable L.P. | 28,970 | $11.17M | 0.2% | -0.1% | 0.024% | |
5/12/2023 | Koss Olinger Consulting LLC | 1,118 | $0.43M | 0.1% | +20.0% | 0.001% | |
5/12/2023 | Prospera Financial Services Inc | 1,210 | $0.47M | 0.0% | -4.9% | 0.001% | |
|
5/12/2023 | Private Portfolio Partners LLC | 4,241 | $1.64M | 0.4% | +3.9% | 0.003% | |
5/12/2023 | Theory Financial LLC | 10,572 | $4.08M | 2.4% | +2.5% | 0.009% | |
5/12/2023 | SVB Wealth LLC | 1,982 | $0.76M | 0.0% | -1.3% | 0.002% | |
5/12/2023 | Cresset Asset Management LLC | 32,556 | $12.55M | 0.3% | +0.5% | 0.027% | |
5/12/2023 | Stifel Financial Corp | 321,972 | $124.12M | 0.2% | +1.2% | 0.264% | |
5/12/2023 | Financial Architects Inc | 690 | $0.27M | 0.0% | -44.1% | 0.001% | |
5/12/2023 | GeoWealth Management LLC | 1,025 | $0.40M | 0.0% | +7.7% | 0.001% | |
5/12/2023 | Ciovacco Capital Management LLC | 6,929 | $2.67M | 4.1% | N/A | 0.006% | |
5/12/2023 | Nwam LLC | 2,932 | $1.13M | 0.1% | -11.8% | 0.002% | |
5/12/2023 | Kinloch Capital LLC | 9,137 | $3.52M | 2.1% | N/A | 0.007% | |