5/2/2025 | Cullen Frost Bankers Inc. | 149,542 | $8.90M | 0.1% | +2.7% | 0.854% | |
4/30/2025 | Cerity Partners LLC | 4,397 | $262K | 0.0% | -4.7% | 0.025% | |
4/29/2025 | Envestnet Asset Management Inc. | 186,248 | $11.08M | 0.0% | +0.7% | 1.064% | |
4/29/2025 | OneDigital Investment Advisors LLC | 4,840 | $288K | 0.0% | N/A | 0.028% | |
4/28/2025 | Private Trust Co. NA | 901 | $54K | 0.0% | +69.4% | 0.005% | |
4/25/2025 | JNBA Financial Advisors | 21,265 | $1.27M | 0.1% | -16.2% | 0.121% | |
4/25/2025 | Ameritas Advisory Services LLC | 25,091 | $1.44M | 0.1% | +0.9% | 0.143% | |
4/25/2025 | Stonebridge Financial Group LLC | 108,391 | $6.45M | 0.7% | -0.7% | 0.619% | |
4/25/2025 | Parker Financial LLC | 7,669 | $456K | 0.2% | -27.0% | 0.044% | |
4/24/2025 | Philip James Wealth Mangement LLC | 23,662 | $1.41M | 0.2% | -4.8% | 0.135% | |
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4/23/2025 | Strategic Investment Advisors MI | 8,130 | $484K | 0.1% | -8.8% | 0.046% | |
4/23/2025 | Oppenheimer & Co. Inc. | 9,784 | $582K | 0.0% | -2.2% | 0.056% | |
4/22/2025 | Consolidated Planning Corp | 16,368 | $974K | 0.1% | -9.2% | 0.093% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 58,178 | $3.46M | 0.0% | -11.3% | 0.332% | |
4/21/2025 | ORG Wealth Partners LLC | 781 | $46K | 0.0% | N/A | 0.004% | |
4/17/2025 | Mason & Associates Inc | 3,460 | $206K | 0.1% | N/A | 0.020% | |
4/17/2025 | Janney Montgomery Scott LLC | 9,479 | $564K | 0.0% | -8.7% | 0.054% | |
4/17/2025 | Good Life Advisors LLC | 77,440 | $4.61M | 0.3% | +19.7% | 0.442% | |
4/17/2025 | Atlas Private Wealth Advisors | 456,583 | $27.17M | 3.8% | +64.7% | 2.608% | |
4/16/2025 | IAG Wealth Partners LLC | 290,032 | $17.26M | 2.7% | +2.4% | 1.656% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 7,110 | $423K | 0.0% | -4.4% | 0.041% | |
4/14/2025 | Rockwood Wealth Management LLC | 6,049 | $360K | 0.0% | -35.7% | 0.035% | |
4/11/2025 | AGH Wealth Advisors LLC | 45,937 | $2.74M | 2.6% | +1.6% | 0.263% | |
4/11/2025 | Ullmann Wealth Partners Group LLC | 110,247 | $6.56M | 0.9% | -7.8% | 0.632% | |
4/9/2025 | NBC Securities Inc. | 650 | $38K | 0.0% | N/A | 0.004% | |
3/21/2025 | Nestegg Advisors Inc. | 3,579 | $214K | 0.2% | N/A | 0.021% | |
2/17/2025 | Focus Partners Wealth | 8,047 | $458K | 0.0% | +56.4% | 0.050% | |
2/17/2025 | Cetera Investment Advisers | 36,769 | $2.09M | 0.0% | +0.6% | 0.228% | |
2/17/2025 | Captrust Financial Advisors | 110,514 | $6.29M | 0.0% | -2.8% | 0.684% | |
2/17/2025 | Baird Financial Group Inc. | 37,262 | $2.12M | 0.0% | +1.1% | 0.231% | |
2/17/2025 | Bank of America Corp DE | 628,382 | $35.74M | 0.0% | +1.4% | 3.889% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 18,850 | $1.07M | 0.0% | -3.6% | 0.117% | |
2/14/2025 | Comerica Bank | 16,537 | $941K | 0.0% | +2.0% | 0.102% | |
2/14/2025 | Stifel Financial Corp | 20,717 | $1.18M | 0.0% | -0.9% | 0.128% | |
2/14/2025 | Tower Research Capital LLC TRC | 3,505 | $199K | 0.0% | +62.0% | 0.022% | |
2/14/2025 | MML Investors Services LLC | 20,316 | $1.16M | 0.0% | -1.3% | 0.126% | |
2/13/2025 | MSH Capital Advisors LLC | 18,057 | $1.03M | 0.3% | N/A | 0.112% | |
2/13/2025 | Main Street Financial Solutions LLC | 39,422 | $2.24M | 0.2% | -0.5% | 0.244% | |
2/13/2025 | Regal Investment Advisors LLC | 122,613 | $6.97M | 0.5% | +9.8% | 0.759% | |
2/13/2025 | Rockefeller Capital Management L.P. | 146,995 | $8.36M | 0.0% | -0.3% | 0.910% | |
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2/13/2025 | Raymond James Financial Inc. | 258,292 | $14.69M | 0.0% | N/A | 1.598% | |
2/13/2025 | Bank of Montreal Can | 3,409 | $194K | 0.0% | -14.8% | 0.021% | |
2/13/2025 | Envestnet Asset Management Inc. | 184,958 | $10.52M | 0.0% | +9.8% | 1.145% | |
2/13/2025 | Wells Fargo & Company MN | 147,386 | $8.38M | 0.0% | -4.3% | 0.912% | |
2/12/2025 | Retirement Investment Advisors Inc. | 10,502 | $597K | 0.1% | -16.6% | 0.065% | |
2/12/2025 | JPMorgan Chase & Co. | 24,686 | $1.40M | 0.0% | +183.9% | 0.153% | |
2/11/2025 | LPL Financial LLC | 1,052,031 | $59.84M | 0.0% | -6.8% | 6.510% | |
2/10/2025 | Commonwealth Equity Services LLC | 434,432 | $24.71M | 0.0% | +3.1% | 2.688% | |
2/10/2025 | IAG Wealth Partners LLC | 283,338 | $16.12M | 2.8% | -6.4% | 1.753% | |
2/10/2025 | Farther Finance Advisors LLC | 3,806 | $216K | 0.0% | N/A | 0.024% | |
2/7/2025 | HighTower Advisors LLC | 16,980 | $966K | 0.0% | -15.8% | 0.105% | |
2/7/2025 | Independent Advisor Alliance | 4,835 | $275K | 0.0% | N/A | 0.030% | |
2/7/2025 | PNC Financial Services Group Inc. | 543,778 | $30.93M | 0.0% | +1.5% | 3.365% | |
2/6/2025 | PFG Private Wealth Management LLC | 782 | $44K | 0.0% | -99.6% | 0.005% | |
2/6/2025 | Raymond James Financial Inc. | 258,292 | $14.69M | 0.0% | N/A | 1.598% | |
2/6/2025 | Cullen Frost Bankers Inc. | 145,594 | $8.28M | 0.1% | -0.3% | 0.901% | |
2/5/2025 | Maia Wealth LLC | 23,422 | $1.40M | 0.3% | +60.2% | 0.145% | |
2/5/2025 | Private Trust Co. NA | 532 | $30K | 0.0% | N/A | 0.003% | |
2/4/2025 | Bank of New York Mellon Corp | 5,859 | $333K | 0.0% | N/A | 0.036% | |
2/4/2025 | Wharton Business Group LLC | 176,772 | $10.05M | 0.5% | -1.4% | 1.094% | |
2/3/2025 | Private Advisor Group LLC | 18,008 | $1.02M | 0.0% | -1.2% | 0.111% | |
2/3/2025 | Parker Financial LLC | 10,500 | $597K | 0.3% | -22.2% | 0.065% | |
2/3/2025 | Good Life Advisors LLC | 64,676 | $3.68M | 0.3% | -47.4% | 0.400% | |
1/31/2025 | Atria Wealth Solutions Inc. | 7,104 | $404K | 0.0% | -46.6% | 0.044% | |
1/31/2025 | Philip James Wealth Mangement LLC | 24,844 | $1.41M | 0.2% | -3.9% | 0.154% | |
1/30/2025 | JNBA Financial Advisors | 25,378 | $1.44M | 0.1% | -3.6% | 0.157% | |
1/29/2025 | Stonebridge Financial Group LLC | 109,170 | $6.21M | 0.7% | N/A | 0.676% | |
1/24/2025 | Spire Wealth Management | 33,106 | $1.88M | 0.1% | +0.9% | 0.205% | |
1/21/2025 | Atlas Private Wealth Advisors | 277,302 | $15.77M | 2.2% | +17.1% | 1.716% | |
1/17/2025 | Janney Montgomery Scott LLC | 10,377 | $590K | 0.0% | +13.5% | 0.064% | |
1/15/2025 | Ameritas Advisory Services LLC | 24,858 | $1.41M | 0.0% | -3.3% | 0.154% | |
1/15/2025 | Arkadios Wealth Advisors | 117,683 | $6.69M | 0.4% | -3.2% | 0.728% | |
1/15/2025 | Ullmann Wealth Partners Group LLC | 119,623 | $6.80M | 0.9% | -3.5% | 0.740% | |
1/13/2025 | Wedmont Private Capital | 6,223 | $352K | 0.0% | +3.7% | 0.039% | |
12/26/2024 | JPMorgan Chase & Co. | 8,695 | $507K | 0.0% | +94.7% | 0.054% | |
11/25/2024 | Sanctuary Advisors LLC | 5,064 | $311K | 0.0% | -6.6% | 0.031% | |
11/15/2024 | Orion Portfolio Solutions LLC | 4,410 | $257K | 0.0% | N/A | 0.027% | |
11/15/2024 | Jane Street Group LLC | 4,366 | $255K | 0.0% | N/A | 0.027% | |
11/15/2024 | Stifel Financial Corp | 20,899 | $1.22M | 0.0% | -1.2% | 0.129% | |
11/15/2024 | Retirement Investment Advisors Inc. | 12,598 | $735K | 0.1% | -4.5% | 0.078% | |
11/15/2024 | Mission Creek Capital Partners Inc. | 3,734 | $218K | 0.1% | N/A | 0.023% | |
11/15/2024 | Benjamin Edwards Inc. | 9,808 | $572K | 0.0% | N/A | 0.061% | |
11/14/2024 | Captrust Financial Advisors | 113,655 | $6.63M | 0.0% | -2.6% | 0.703% | |
11/14/2024 | Rockefeller Capital Management L.P. | 147,381 | $8.60M | 0.0% | +0.5% | 0.912% | |
11/13/2024 | Glenmede Trust Co. NA | 1,848 | $108K | 0.0% | +237.2% | 0.011% | |
11/13/2024 | FMR LLC | 9,293 | $542K | 0.0% | +4.0% | 0.058% | |
11/8/2024 | PNC Financial Services Group Inc. | 535,615 | $31.24M | 0.0% | +3.3% | 3.314% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 69,013 | $4.03M | 0.1% | -35.1% | 0.427% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,029 | $585K | 0.0% | -5.7% | 0.062% | |
10/31/2024 | Consolidated Planning Corp | 18,023 | $1.05M | 0.2% | -1.8% | 0.112% | |
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10/31/2024 | Advisor Resource Council | 4,192 | $244K | 0.1% | N/A | 0.026% | |
10/31/2024 | Concurrent Investment Advisors LLC | 3,655 | $213K | 0.0% | N/A | 0.023% | |
10/30/2024 | Maia Wealth LLC | 14,623 | $860K | 0.2% | N/A | 0.090% | |
10/29/2024 | IAG Wealth Partners LLC | 302,601 | $17.65M | 3.3% | +1.9% | 1.873% | |
10/28/2024 | Stephens Inc. AR | 3,523 | $205K | 0.0% | N/A | 0.022% | |
10/24/2024 | Arkadios Wealth Advisors | 121,550 | $7.09M | 0.4% | -15.2% | 0.752% | |
10/23/2024 | Mason & Associates Inc | 3,460 | $202K | 0.1% | N/A | 0.021% | |
10/22/2024 | Private Advisor Group LLC | 18,235 | $1.06M | 0.0% | -2.2% | 0.113% | |
10/22/2024 | Eastern Bank | 1,710 | $100K | 0.0% | N/A | 0.011% | |
10/18/2024 | Raymond James & Associates | 46,403 | $2.71M | 0.0% | +18.6% | 0.287% | |