5/16/2025 | Goldman Sachs Group Inc. | 6,797 | $404K | 0.0% | -26.5% | 0.039% | |
5/16/2025 | AQR Capital Management LLC | 12,148 | $723K | 0.0% | N/A | 0.069% | |
5/15/2025 | EP Wealth Advisors LLC | 3,155 | $188K | 0.0% | N/A | 0.018% | |
5/15/2025 | Royal Bank of Canada | 147,835 | $8.80M | 0.0% | -0.3% | 0.845% | |
5/15/2025 | Betterment LLC | 3,740 | $223K | 0.0% | -19.7% | 0.021% | |
5/15/2025 | Baird Financial Group Inc. | 36,926 | $2.20M | 0.0% | -0.9% | 0.211% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 22,537 | $1.34M | 0.0% | -14.3% | 0.129% | |
5/14/2025 | Kestra Advisory Services LLC | 140,663 | $8.37M | 0.0% | -4.9% | 0.804% | |
5/13/2025 | Raymond James Financial Inc. | 262,270 | $15.61M | 0.0% | +1.5% | 1.500% | |
5/13/2025 | NFP Retirement Inc. | 11,315 | $673K | 0.1% | -5.6% | 0.065% | |
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5/13/2025 | MSH Capital Advisors LLC | 13,557 | $807K | 0.2% | -24.9% | 0.078% | |
5/13/2025 | HighTower Advisors LLC | 16,291 | $969K | 0.0% | -4.1% | 0.093% | |
5/12/2025 | Maia Wealth LLC | 23,644 | $1.30M | 0.3% | +0.9% | 0.135% | |
5/12/2025 | SouthState Corp | 695 | $41K | 0.0% | N/A | 0.004% | |
5/12/2025 | Condor Capital Management | 14,937 | $889K | 0.1% | -16.0% | 0.085% | |
5/9/2025 | Wharton Business Group LLC | 179,107 | $10.66M | 0.5% | +1.3% | 1.024% | |
5/9/2025 | WealthShield Partners LLC | 6,673 | $397K | 0.1% | -5.6% | 0.038% | |
5/9/2025 | Atria Wealth Solutions Inc. | 6,611 | $393K | 0.0% | -6.9% | 0.038% | |
5/9/2025 | Horizon Family Wealth Inc. | 51,299 | $3.05M | 2.0% | +0.7% | 0.293% | |
5/9/2025 | Commonwealth Equity Services LLC | 448,817 | $26.71M | 0.0% | +3.3% | 2.566% | |
5/9/2025 | PNC Financial Services Group Inc. | 539,264 | $32.09M | 0.0% | -0.8% | 3.083% | |
5/8/2025 | Arkadios Wealth Advisors | 112,502 | $6.70M | 0.3% | -4.4% | 0.643% | |
5/7/2025 | LPL Financial LLC | 1,220,382 | $72.63M | 0.0% | +16.0% | 6.978% | |
5/6/2025 | Cetera Investment Advisers | 36,944 | $2.20M | 0.0% | +0.5% | 0.211% | |
5/6/2025 | AE Wealth Management LLC | 1,192 | $71K | 0.0% | +8,414.3% | 0.007% | |
5/5/2025 | Willner & Heller LLC | 23,972 | $1.43M | 1.3% | -4.2% | 0.137% | |
5/5/2025 | Private Advisor Group LLC | 18,218 | $1.08M | 0.0% | +1.2% | 0.104% | |
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% | |
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% | |
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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% | |
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% | |
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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% | |