1/17/2025 | Avior Wealth Management LLC | 3,832 | $182K | 0.0% | -43.4% | 0.042% | |
1/6/2025 | Canandaigua National Bank & Trust Co. | 6,274 | $297K | 0.0% | +5.4% | 0.069% | |
12/30/2024 | SK Wealth Management LLC | 22,210 | $1.07M | 0.4% | N/A | 0.245% | |
12/26/2024 | JPMorgan Chase & Co. | 45,171 | $2.03M | 0.0% | +2.5% | 0.499% | |
11/20/2024 | Virtu Financial LLC | 28,560 | $1.28M | 0.1% | +7.2% | 0.316% | |
11/15/2024 | MML Investors Services LLC | 4,632 | $208K | 0.0% | N/A | 0.051% | |
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11/15/2024 | Urban Financial Advisory Corp | 561 | $25K | 0.0% | N/A | 0.006% | |
11/15/2024 | IHT Wealth Management LLC | 9,764 | $437K | 0.0% | +2.8% | 0.108% | |
11/12/2024 | Larson Financial Group LLC | 8,578 | $384K | 0.0% | -7.8% | 0.095% | |
11/8/2024 | Commerce Bank | 25,649 | $1.15M | 0.0% | -3.5% | 0.283% | |
11/8/2024 | Avior Wealth Management LLC | 6,773 | $304K | 0.0% | -6.7% | 0.075% | |
11/8/2024 | PNC Financial Services Group Inc. | 46,130 | $2.07M | 0.0% | +0.6% | 0.510% | |
11/7/2024 | MidAtlantic Capital Management Inc. | 1,008 | $45K | 0.0% | N/A | 0.011% | |
11/7/2024 | Thrivent Financial for Lutherans | 8,054 | $361K | 0.0% | +8.7% | 0.089% | |
11/6/2024 | Neumann Capital Management LLC | 10,830 | $485K | 0.2% | +2.4% | 0.120% | |
10/31/2024 | US Financial Advisors LLC | 13,163 | $590K | 0.2% | -8.3% | 0.145% | |
10/30/2024 | RTD Financial Advisors Inc. | 18,497 | $829K | 0.1% | +40.4% | 0.204% | |
10/30/2024 | Falcon Wealth Planning | 6,618 | $297K | 0.0% | +5.3% | 0.073% | |
10/30/2024 | Ameritas Advisory Services LLC | 104,796 | $4.70M | 0.2% | +0.8% | 1.158% | |
10/29/2024 | IAG Wealth Partners LLC | 36,723 | $1.65M | 0.3% | -2.6% | 0.406% | |
10/29/2024 | Farther Finance Advisors LLC | 792 | $36K | 0.0% | -24.4% | 0.009% | |
10/28/2024 | Values Added Financial LLC | 4,990 | $224K | 0.1% | N/A | 0.055% | |
10/24/2024 | Sound Stewardship LLC | 4,551 | $204K | 0.1% | N/A | 0.050% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 6,728 | $302K | 0.0% | -12.7% | 0.074% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 12,000 | $538K | 0.0% | N/A | 0.133% | |
10/23/2024 | Allworth Financial LP | 3,690 | $165K | 0.0% | +6.9% | 0.041% | |
10/23/2024 | CENTRAL TRUST Co | 8,093 | $363K | 0.0% | +3.8% | 0.089% | |
10/22/2024 | Private Advisor Group LLC | 22,442 | $1.01M | 0.0% | -63.7% | 0.248% | |
10/19/2024 | McClarren Financial Advisors Inc. | 7,238 | $324K | 0.2% | +3,363.2% | 0.080% | |
10/18/2024 | Revolve Wealth Partners LLC | 21,919 | $982K | 0.1% | +7.3% | 0.242% | |
10/11/2024 | Creative Planning | 80,237 | $3.60M | 0.0% | -1.9% | 0.887% | |
10/9/2024 | UMB Bank n.a. | 2,475 | $111K | 0.0% | -42.0% | 0.027% | |
10/9/2024 | High Note Wealth LLC | 18,586 | $833K | 0.2% | -5.5% | 0.205% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 44,955 | $2.02M | 0.1% | -2.1% | 0.497% | |
8/22/2024 | Cetera Investment Advisers | 87,288 | $3.65M | 0.0% | +1.4% | 0.965% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 26,724 | $1.12M | 0.0% | +9.3% | 0.295% | |
8/16/2024 | Creative Planning | 81,793 | $3.42M | 0.0% | -5.7% | 0.904% | |
8/15/2024 | AlTi Global Inc. | 252,973 | $10.58M | 0.3% | +0.1% | 2.795% | |
8/14/2024 | Resources Management Corp CT ADV | 600 | $25K | 0.0% | -33.3% | 0.007% | |
8/12/2024 | WCG Wealth Advisors LLC | 30,830 | $1.29M | 0.1% | +3.9% | 0.341% | |
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8/12/2024 | Mercer Global Advisors Inc. ADV | 8,941 | $382K | 0.0% | +80.4% | 0.099% | |
8/10/2024 | Virtu Financial LLC | 26,632 | $1.11M | 0.1% | +151.0% | 0.294% | |
8/8/2024 | Thoroughbred Financial Services LLC | 4,815 | $201K | 0.0% | N/A | 0.053% | |
8/6/2024 | First Foundation Advisors | 5,604 | $234K | 0.0% | -11.8% | 0.062% | |
8/5/2024 | Private Advisor Group LLC | 61,890 | $2.59M | 0.0% | +0.4% | 0.684% | |
8/2/2024 | Larson Financial Group LLC | 9,306 | $389K | 0.0% | +7.0% | 0.103% | |
8/1/2024 | TIAA Trust National Association | 727,807 | $30.43M | 0.1% | -14.2% | 8.042% | |
8/1/2024 | Aire Advisors LLC | 5,196 | $217K | 0.0% | -6.3% | 0.057% | |
7/31/2024 | Commonwealth Equity Services LLC | 122,066 | $5.10M | 0.0% | -4.8% | 1.349% | |
7/29/2024 | UMB Bank n.a. | 4,265 | $178K | 0.0% | -24.8% | 0.047% | |
7/29/2024 | Ameritas Advisory Services LLC | 104,015 | $4.35M | 0.2% | +3.0% | 1.149% | |
7/26/2024 | Simmons Bank | 8,542 | $357K | 0.0% | -3.6% | 0.094% | |
7/26/2024 | WealthShield Partners LLC | 16,750 | $700K | 0.1% | +1.7% | 0.185% | |
7/26/2024 | Harbour Investments Inc. | 5,789 | $242K | 0.0% | +4.7% | 0.064% | |
7/26/2024 | Bank of New York Mellon Corp | 167,303 | $7.00M | 0.0% | +14.8% | 1.849% | |
7/23/2024 | Vicus Capital | 21,290 | $890K | 0.1% | +7.0% | 0.235% | |
7/22/2024 | RTD Financial Advisors Inc. | 13,177 | $551K | 0.1% | +46.6% | 0.146% | |
7/19/2024 | MONECO Advisors LLC | 6,251 | $261K | 0.0% | N/A | 0.069% | |
7/19/2024 | Revolve Wealth Partners LLC | 20,422 | $854K | 0.1% | +17.2% | 0.226% | |
7/17/2024 | SOA Wealth Advisors LLC. | 17,047 | $713K | 0.1% | -6.4% | 0.188% | |
7/17/2024 | IAG Wealth Partners LLC | 37,696 | $1.58M | 0.3% | -7.0% | 0.417% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,711 | $322K | 0.0% | -3.9% | 0.085% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 45,906 | $1.92M | 0.1% | -10.1% | 0.507% | |
7/11/2024 | Canandaigua National Bank & Trust Co. | 5,832 | $244K | 0.0% | N/A | 0.064% | |
5/24/2024 | Cetera Advisors LLC | 19,356 | $861K | 0.0% | N/A | 0.214% | |
5/24/2024 | Cetera Investment Advisers | 86,081 | $3.83M | 0.0% | +272.1% | 0.951% | |
5/20/2024 | Virtu Financial LLC | 10,611 | $472K | 0.0% | N/A | 0.117% | |
5/10/2024 | TIAA Trust National Association | 848,502 | $37.74M | 0.1% | -23.9% | 9.376% | |
5/10/2024 | First Foundation Advisors | 6,357 | $283K | 0.0% | -27.9% | 0.070% | |
5/8/2024 | Neumann Capital Management LLC | 10,480 | $466K | 0.2% | +5.3% | 0.116% | |
5/3/2024 | Larson Financial Group LLC | 8,694 | $387K | 0.0% | -4.9% | 0.096% | |
5/2/2024 | High Note Wealth LLC | 21,174 | $942K | 0.3% | -83.1% | 0.234% | |
4/30/2024 | Private Advisor Group LLC | 61,627 | $2.74M | 0.0% | +30.7% | 0.681% | |
4/29/2024 | Commonwealth Equity Services LLC | 128,196 | $5.70M | 0.0% | +7.7% | 1.417% | |
4/26/2024 | UMB Bank n.a. | 5,675 | $252K | 0.0% | -8.9% | 0.063% | |
4/25/2024 | IAG Wealth Partners LLC | 40,554 | $1.80M | 0.4% | -13.4% | 0.451% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 65,288 | $2.90M | 0.0% | -3.3% | 0.725% | |
4/15/2024 | Revolve Wealth Partners LLC | 17,428 | $775K | 0.1% | +6.2% | 0.194% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 51,056 | $2.27M | 0.1% | +3.0% | 0.567% | |
4/10/2024 | SOA Wealth Advisors LLC. | 18,221 | $810K | 0.2% | +2.1% | 0.192% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,291 | $55K | 0.0% | N/A | 0.014% | |
2/28/2024 | EP Wealth Advisors LLC | 10,354 | $438K | 0.0% | +143.1% | 0.109% | |
2/13/2024 | Jones Financial Companies Lllp | 27,599 | $1.17M | 0.0% | +8.7% | 0.291% | |
2/12/2024 | Fiduciary Trust Co | 69,767 | $2.95M | 0.0% | -2.0% | 0.734% | |
2/9/2024 | Avantax Planning Partners Inc. | 5,418 | $229K | 0.0% | -6.1% | 0.057% | |
2/9/2024 | Commerce Bank | 26,664 | $1.13M | 0.0% | -3.3% | 0.281% | |
2/9/2024 | Wells Fargo & Company MN | 877,605 | $37.15M | 0.0% | +1.7% | 9.238% | |
2/9/2024 | UBS Group AG | 220,321 | $9.33M | 0.0% | -5.0% | 2.319% | |
2/8/2024 | Beacon Pointe Advisors LLC | 43,286 | $1.83M | 0.0% | +152.0% | 0.456% | |
2/8/2024 | US Financial Advisors LLC | 13,620 | $577K | 0.2% | +7.3% | 0.143% | |
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2/7/2024 | Principal Securities Inc. | 2,732 | $116K | 0.0% | N/A | 0.029% | |
2/7/2024 | Neumann Capital Management LLC | 9,950 | $421K | 0.2% | +8.6% | 0.105% | |
2/6/2024 | Simmons Bank | 8,863 | $375K | 0.0% | -3.2% | 0.093% | |
2/6/2024 | Private Advisor Group LLC | 47,138 | $2.00M | 0.0% | +5.3% | 0.496% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 4,756 | $201K | 0.0% | N/A | 0.050% | |
2/6/2024 | Great Valley Advisor Group Inc. | 4,761 | $201K | 0.0% | N/A | 0.050% | |
2/6/2024 | New York Life Investment Management LLC | 8,173 | $346K | 0.0% | -54.3% | 0.086% | |
2/2/2024 | IAG Wealth Partners LLC | 46,829 | $1.98M | 0.5% | -83.9% | 0.493% | |
2/2/2024 | McClarren Financial Advisors Inc. | 6,651 | $282K | 0.2% | -17.9% | 0.070% | |
2/1/2024 | Vicus Capital | 20,081 | $850K | 0.1% | -3.3% | 0.211% | |