5/2/2025 | BIP Wealth LLC | 324,086 | $17.85M | 1.2% | +1.2% | 3.290% | |
5/1/2025 | Key Financial Inc | 304,163 | $16.75M | 3.6% | +2.4% | 3.088% | |
5/1/2025 | CWM LLC | 33,065 | $1.82M | 0.0% | +5,532.9% | 0.336% | |
4/30/2025 | M&T Bank Corp | 150,828 | $8.31M | 0.0% | +1.7% | 1.531% | |
4/29/2025 | Envestnet Asset Management Inc. | 25,862 | $1.42M | 0.0% | -15.7% | 0.263% | |
4/22/2025 | Altrius Capital Management Inc | 17,487 | $963K | 0.2% | +1.8% | 0.178% | |
4/22/2025 | Hubbell Strickland Wealth Management LLC | 3,934 | $217K | 0.1% | N/A | 0.040% | |
4/16/2025 | Powers Advisory Group LLC | 81,787 | $4.50M | 2.1% | -1.3% | 0.839% | |
4/14/2025 | Farther Finance Advisors LLC | 2,203 | $122K | 0.0% | N/A | 0.023% | |
4/14/2025 | Meridian Financial Partners LLC | 7,686 | $423K | 0.2% | -2.8% | 0.079% | |
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4/14/2025 | SOA Wealth Advisors LLC. | 3,340 | $184K | 0.0% | -6.5% | 0.034% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 4,110 | $203K | 0.0% | -24.8% | 0.041% | |
2/18/2025 | First Heartland Consultants Inc. | 34,306 | $1.70M | 0.2% | +169.1% | 0.343% | |
2/17/2025 | Waverly Advisors LLC | 34,374 | $1.70M | 0.0% | -1.7% | 0.344% | |
2/17/2025 | Focus Partners Wealth | 7,852 | $388K | 0.0% | N/A | 0.079% | |
2/17/2025 | Cetera Investment Advisers | 90,219 | $4.46M | 0.0% | +8.1% | 0.902% | |
2/17/2025 | Bank of America Corp DE | 170,439 | $8.43M | 0.0% | -3.9% | 1.704% | |
2/17/2025 | BIP Wealth LLC | 320,365 | $15.84M | 1.1% | +15.1% | 3.204% | |
2/17/2025 | Ameriprise Financial Inc. | 4,984 | $246K | 0.0% | N/A | 0.050% | |
2/14/2025 | Jane Street Group LLC | 15,893 | $786K | 0.0% | -27.0% | 0.159% | |
2/14/2025 | Stifel Financial Corp | 8,114 | $401K | 0.0% | -11.4% | 0.081% | |
2/14/2025 | MML Investors Services LLC | 69,190 | $3.42M | 0.0% | +5.6% | 0.692% | |
2/13/2025 | Mariner LLC | 48,803 | $2.41M | 0.0% | -7.0% | 0.488% | |
2/13/2025 | Rockefeller Capital Management L.P. | 47,735 | $2.36M | 0.0% | -2.2% | 0.477% | |
2/13/2025 | Raymond James Financial Inc. | 13,177 | $651K | 0.0% | N/A | 0.132% | |
2/13/2025 | Cerity Partners LLC | 4,929 | $244K | 0.0% | N/A | 0.049% | |
2/13/2025 | Envestnet Asset Management Inc. | 30,667 | $1.52M | 0.0% | -1.1% | 0.307% | |
2/13/2025 | Wells Fargo & Company MN | 48,827 | $2.41M | 0.0% | -68.4% | 0.488% | |
2/12/2025 | Level Four Advisory Services LLC | 4,488 | $222K | 0.0% | +16.1% | 0.045% | |
2/12/2025 | JPMorgan Chase & Co. | 356,506 | $17.63M | 0.0% | +4.8% | 3.565% | |
2/11/2025 | Congress Wealth Management LLC DE | 62,429 | $3.09M | 0.0% | +3.3% | 0.624% | |
2/11/2025 | LPL Financial LLC | 205,684 | $10.17M | 0.0% | +6.8% | 2.057% | |
2/10/2025 | Commonwealth Equity Services LLC | 125,971 | $6.23M | 0.0% | -1.8% | 1.260% | |
2/7/2025 | HighTower Advisors LLC | 11,389 | $563K | 0.0% | -11.2% | 0.114% | |
2/7/2025 | Cascade Financial Partners LLC | 199,986 | $9.89M | 1.3% | -1.5% | 2.000% | |
2/7/2025 | PNC Financial Services Group Inc. | 921 | $46K | 0.0% | -26.4% | 0.009% | |
2/6/2025 | Raymond James Financial Inc. | 13,177 | $651K | 0.0% | N/A | 0.132% | |
2/6/2025 | M&T Bank Corp | 148,281 | $7.33M | 0.0% | -0.2% | 1.483% | |
2/6/2025 | Atria Investments Inc | 32,355 | $1.60M | 0.0% | +161.7% | 0.324% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 1,243 | $61K | 0.0% | -99.0% | 0.012% | |
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2/3/2025 | Advyzon Investment Management LLC | 4,823 | $238K | 0.1% | N/A | 0.048% | |
1/31/2025 | Key Financial Inc | 296,917 | $14.68M | 3.3% | +4.8% | 2.969% | |
1/31/2025 | JFS Wealth Advisors LLC | 5,046 | $249K | 0.0% | -16.3% | 0.050% | |
1/30/2025 | JNBA Financial Advisors | 4,806 | $238K | 0.0% | -9.1% | 0.048% | |
1/29/2025 | Avidian Wealth Enterprises LLC | 118,156 | $5.84M | 0.3% | -9.1% | 1.182% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 41,424 | $2.05M | 0.1% | +6.7% | 0.414% | |
1/29/2025 | Stonebridge Financial Group LLC | 9,736 | $481K | 0.1% | N/A | 0.097% | |
1/27/2025 | Newton One Investments LLC | 2,342 | $116K | 0.0% | N/A | 0.023% | |
1/24/2025 | Golden State Equity Partners | 26,876 | $1.33M | 0.3% | -5.2% | 0.269% | |
1/23/2025 | Powers Advisory Group LLC | 82,885 | $4.10M | 2.1% | -1.2% | 0.829% | |
1/23/2025 | Evernest Financial Advisors LLC | 89,120 | $4.41M | 1.1% | -1.0% | 0.891% | |
1/21/2025 | Geneos Wealth Management Inc. | 3,708 | $183K | 0.0% | -22.2% | 0.037% | |
12/26/2024 | JPMorgan Chase & Co. | 340,286 | $18.36M | 0.0% | -5.6% | 3.403% | |
11/19/2024 | M&T Bank Corp | 148,626 | $8.02M | 0.0% | +5.4% | 1.486% | |
11/15/2024 | M&T Bank Corp | 148,626 | $8.02M | 0.0% | +5.4% | 1.486% | |
11/15/2024 | MML Investors Services LLC | 65,544 | $3.54M | 0.0% | +2.6% | 0.655% | |
11/15/2024 | Jane Street Group LLC | 21,759 | $1.17M | 0.0% | -68.8% | 0.218% | |
11/15/2024 | HighTower Advisors LLC | 12,827 | $689K | 0.0% | -6.8% | 0.128% | |
11/14/2024 | Flow Traders U.S. LLC | 16,445 | $887K | 0.0% | N/A | 0.164% | |
11/14/2024 | Rockefeller Capital Management L.P. | 48,784 | $2.63M | 0.0% | -3.9% | 0.488% | |
11/8/2024 | Howe & Rusling Inc. | 12,417 | $670K | 0.1% | -3.2% | 0.124% | |
11/8/2024 | BIP Wealth LLC | 278,248 | $15.02M | 1.0% | +18.1% | 2.782% | |
11/6/2024 | OneDigital Investment Advisors LLC | 14,069 | $759K | 0.0% | -6.2% | 0.141% | |
11/1/2024 | Atria Investments Inc | 12,363 | $667K | 0.0% | -8.0% | 0.124% | |
10/31/2024 | JNBA Financial Advisors | 5,286 | $285K | 0.0% | -3.9% | 0.053% | |
10/29/2024 | Key Financial Inc | 283,265 | $15.29M | 3.4% | +1.0% | 2.833% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 38,806 | $2.09M | 0.1% | +14.6% | 0.388% | |
10/25/2024 | Golden State Equity Partners | 28,355 | $1.53M | 0.3% | -3.6% | 0.284% | |
10/25/2024 | PBMares Wealth Management LLC | 6,169 | $333K | 0.1% | -5.6% | 0.062% | |
10/21/2024 | Evernest Financial Advisors LLC | 89,987 | $4.86M | 1.3% | +1.9% | 0.900% | |
10/19/2024 | Powers Advisory Group LLC | 83,855 | $4.53M | 2.3% | +1.4% | 0.839% | |
10/18/2024 | Blue Trust Inc. | 1,377 | $70K | 0.0% | -19.1% | 0.014% | |
10/11/2024 | Creative Planning | 2,722,436 | $146.92M | 0.1% | -2.8% | 27.224% | |
8/22/2024 | Cetera Investment Advisers | 42,598 | $2.16M | 0.0% | -31.9% | 0.426% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 88,301 | $4.48M | 0.0% | +11.8% | 0.883% | |
8/16/2024 | Creative Planning | 2,801,013 | $142.07M | 0.2% | +0.8% | 28.010% | |
8/12/2024 | Altrius Capital Management Inc | 17,090 | $867K | 0.2% | +5.2% | 0.171% | |
8/8/2024 | CoreCap Advisors LLC | 10,666 | $541K | 0.1% | N/A | 0.107% | |
8/8/2024 | Evernest Financial Advisors LLC | 88,332 | $4.48M | 2.0% | +1.6% | 0.883% | |
8/5/2024 | MCF Advisors LLC | 5,885 | $299K | 0.0% | -8.9% | 0.059% | |
7/31/2024 | Commonwealth Equity Services LLC | 128,757 | $6.53M | 0.0% | +3.4% | 1.288% | |
7/30/2024 | Key Financial Inc | 280,443 | $14.22M | 3.4% | +2.6% | 2.804% | |
7/25/2024 | First Heartland Consultants Inc. | 12,910 | $655K | 0.0% | N/A | 0.129% | |
7/24/2024 | Powers Advisory Group LLC | 82,661 | $4.19M | 2.3% | -0.5% | 0.827% | |
7/23/2024 | GYL Financial Synergies LLC | 4,405 | $223K | 0.0% | -8.7% | 0.044% | |
5/24/2024 | Cetera Advisors LLC | 8,359 | $432K | 0.0% | N/A | 0.084% | |
5/24/2024 | Cetera Investment Advisers | 62,518 | $3.23M | 0.0% | +824.3% | 0.625% | |
5/21/2024 | LRI Investments LLC | 2,085 | $108K | 0.0% | N/A | 0.021% | |
5/16/2024 | Waverly Advisors LLC | 41,162 | $2.13M | 0.1% | N/A | 0.412% | |
5/15/2024 | LRI Investments LLC | 2,085 | $109K | 0.0% | N/A | 0.021% | |
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5/4/2024 | Geneos Wealth Management Inc. | 5,504 | $285K | 0.0% | -12.1% | 0.055% | |
5/3/2024 | Avidian Wealth Solutions LLC | 134,338 | $6.95M | 0.3% | -0.3% | 1.343% | |
4/29/2024 | Commonwealth Equity Services LLC | 124,499 | $6.44M | 0.0% | -0.2% | 1.245% | |
4/23/2024 | Global Retirement Partners LLC | 838 | $43K | 0.0% | -19.5% | 0.008% | |
4/19/2024 | Powers Advisory Group LLC | 83,075 | $4.30M | 2.5% | +0.2% | 0.831% | |
4/18/2024 | Congress Wealth Management LLC DE | 60,040 | $3.11M | 0.1% | -3.2% | 0.600% | |
4/16/2024 | MCF Advisors LLC | 6,461 | $334K | 0.0% | N/A | 0.065% | |
4/10/2024 | Lantz Financial LLC | 5,088 | $263K | 0.1% | -23.7% | 0.047% | |
2/23/2024 | Chicago Partners Investment Group LLC | 4,976 | $242K | 0.0% | -29.3% | 0.046% | |
2/14/2024 | Creative Planning | 2,888,529 | $142.28M | 0.2% | -1.5% | 26.870% | |