11/15/2024 | M&T Bank Corp | 3,359 | $315K | 0.0% | N/A | 0.027% | |
11/15/2024 | MML Investors Services LLC | 26,631 | $2.50M | 0.0% | +31.3% | 0.211% | |
11/15/2024 | Orion Portfolio Solutions LLC | 31,559 | $2.96M | 0.1% | +10.5% | 0.250% | |
11/15/2024 | EP Wealth Advisors LLC | 3,881 | $364K | 0.0% | N/A | 0.031% | |
11/15/2024 | Jane Street Group LLC | 8,951 | $840K | 0.0% | -72.3% | 0.071% | |
11/15/2024 | Stifel Financial Corp | 7,503 | $704K | 0.0% | +4.1% | 0.060% | |
|
11/15/2024 | Integrated Wealth Concepts LLC | 4,693 | $440K | 0.0% | -7.9% | 0.037% | |
11/15/2024 | HighTower Advisors LLC | 21,798 | $2.04M | 0.0% | -2.1% | 0.173% | |
11/15/2024 | Community Bank N.A. | 15,191 | $1.43M | 0.2% | -1.9% | 0.121% | |
11/14/2024 | Captrust Financial Advisors | 37,687 | $3.54M | 0.0% | +0.9% | 0.299% | |
11/14/2024 | Rockefeller Capital Management L.P. | 10,213 | $958K | 0.0% | -1.6% | 0.081% | |
11/13/2024 | Glenmede Trust Co. NA | 600 | $56K | 0.0% | N/A | 0.005% | |
11/13/2024 | Cadence Bank | 18,821 | $1.77M | 0.1% | -0.7% | 0.149% | |
11/13/2024 | FMR LLC | 3,959 | $371K | 0.0% | +24.3% | 0.031% | |
11/13/2024 | D.A. Davidson & CO. | 11,001 | $1.03M | 0.0% | +1.0% | 0.087% | |
11/12/2024 | Great Valley Advisor Group Inc. | 41,723 | $3.91M | 0.1% | +143.5% | 0.331% | |
11/8/2024 | Commerce Bank | 23,975 | $2.25M | 0.0% | +4.4% | 0.190% | |
11/8/2024 | Avior Wealth Management LLC | 5,089 | $477K | 0.0% | -22.8% | 0.040% | |
11/6/2024 | Frazier Financial Advisors LLC | 460 | $43K | 0.0% | N/A | 0.004% | |
11/6/2024 | Linscomb Wealth Inc. | 356,786 | $33.47M | 1.7% | -1.4% | 2.832% | |
11/5/2024 | Nations Financial Group Inc. IA ADV | 2,238 | $210K | 0.0% | N/A | 0.018% | |
11/1/2024 | Atria Investments Inc | 3,426 | $321K | 0.0% | +5.1% | 0.027% | |
10/29/2024 | Janney Montgomery Scott LLC | 22,129 | $2.08M | 0.0% | +1.1% | 0.176% | |
10/25/2024 | Edge Financial Advisors LLC | 3,008 | $282K | 0.3% | N/A | 0.024% | |
10/25/2024 | Pathway Financial Advisers LLC | 403 | $38K | 0.0% | N/A | 0.003% | |
10/25/2024 | Mutual Advisors LLC | 35,009 | $3.35M | 0.1% | -1.6% | 0.278% | |
10/25/2024 | PBMares Wealth Management LLC | 34,300 | $3.22M | 0.7% | -2.0% | 0.272% | |
10/24/2024 | J.W. Cole Advisors Inc. | 8,023 | $753K | 0.0% | +4.0% | 0.064% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 16,874 | $1.58M | 0.8% | -6.5% | 0.134% | |
10/24/2024 | Pathway Financial Advisers LLC | 403 | $38K | 0.0% | N/A | 0.003% | |
10/23/2024 | Allworth Financial LP | 1,100 | $103K | 0.0% | -12.6% | 0.009% | |
10/23/2024 | FFG Retirement Advisors LLC | 37,649 | $3.53M | 2.3% | +7.2% | 0.299% | |
10/23/2024 | Dakota Wealth Management | 42,075 | $3.95M | 0.1% | -22.6% | 0.334% | |
10/23/2024 | CENTRAL TRUST Co | 7,052 | $662K | 0.0% | +23.9% | 0.056% | |
10/22/2024 | Private Advisor Group LLC | 46,867 | $4.40M | 0.0% | -2.9% | 0.372% | |
10/18/2024 | Raymond James & Associates | 58,288 | $5.47M | 0.0% | -1.4% | 0.463% | |
10/18/2024 | Blue Trust Inc. | 400 | $38K | 0.0% | -51.0% | 0.003% | |
10/18/2024 | Precedent Wealth Partners LLC | 58,578 | $5.50M | 1.8% | -5.4% | 0.465% | |
10/16/2024 | Global Retirement Partners LLC | 14,320 | $1.34M | 0.0% | +4.5% | 0.114% | |
10/16/2024 | Good Life Advisors LLC | 48,614 | $4.56M | 0.3% | +1.5% | 0.386% | |
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10/15/2024 | Oxinas Partners Wealth Management LLC | 9,730 | $913K | 0.6% | -3.0% | 0.077% | |
10/15/2024 | NBC Securities Inc. | 6,906 | $647K | 0.1% | +40.5% | 0.055% | |
10/11/2024 | Creative Planning | 20,605 | $1.93M | 0.0% | +0.7% | 0.164% | |
10/11/2024 | Elk River Wealth Management LLC | 6,172 | $579K | 0.1% | -6.0% | 0.049% | |
10/10/2024 | Webster Bank N. A. | 2,510 | $235K | 0.0% | -8.1% | 0.020% | |
10/9/2024 | Maltin Wealth Management Inc. | 4,329 | $406K | 0.2% | -16.9% | 0.034% | |
10/8/2024 | CWM LLC | 910,979 | $85.45M | 0.4% | -4.7% | 7.230% | |
10/8/2024 | Saxon Interests Inc. | 2,140 | $201K | 0.1% | N/A | 0.017% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 10,682 | $1.00M | 0.0% | +2.7% | 0.085% | |
9/5/2024 | Sanctuary Advisors LLC | 7,360 | $618K | 0.0% | N/A | 0.058% | |
8/22/2024 | Cetera Investment Advisers | 361,087 | $30.54M | 0.1% | -0.5% | 2.866% | |
8/21/2024 | Truist Financial Corp | 20,319 | $1.72M | 0.0% | +6.9% | 0.161% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 4,560 | $386K | 0.0% | -32.1% | 0.036% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 7,878 | $666K | 0.0% | -42.3% | 0.063% | |
8/16/2024 | NewEdge Advisors LLC | 25,528 | $2.16M | 0.0% | N/A | 0.203% | |
8/16/2024 | Creative Planning | 20,463 | $1.73M | 0.0% | +0.8% | 0.162% | |
8/12/2024 | Blair William & Co. IL | 20,005 | $1.69M | 0.0% | +79.1% | 0.159% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 6,123 | $518K | 0.0% | -4.2% | 0.049% | |
8/8/2024 | Envestnet Asset Management Inc. | 99,819 | $8.44M | 0.0% | +18.0% | 0.792% | |
8/8/2024 | Main Street Financial Solutions LLC | 7,912 | $669K | 0.1% | -9.1% | 0.063% | |
8/8/2024 | Nelson Capital Management LLC | 5,275 | $446K | 0.1% | N/A | 0.042% | |
8/8/2024 | Linscomb Wealth Inc. | 361,981 | $30.62M | 1.6% | -1.4% | 2.873% | |
8/8/2024 | LPL Financial LLC | 434,121 | $36.72M | 0.0% | -10.1% | 3.445% | |
8/6/2024 | Clearwater Capital Advisors LLC | 6,433 | $544K | 0.1% | -4.4% | 0.051% | |
8/6/2024 | Savant Capital LLC | 7,549 | $639K | 0.0% | +77.7% | 0.060% | |
8/5/2024 | Private Advisor Group LLC | 48,275 | $4.08M | 0.0% | +83.4% | 0.383% | |
8/5/2024 | Bordeaux Wealth Advisors LLC | 6,226 | $527K | 0.1% | N/A | 0.049% | |
8/3/2024 | National Bank of Canada FI | 4,588 | $387K | 0.0% | -63.0% | 0.036% | |
8/2/2024 | FFG Retirement Advisors LLC | 35,121 | $2.97M | 2.1% | -2.6% | 0.279% | |
8/2/2024 | Larson Financial Group LLC | 381 | $32K | 0.0% | N/A | 0.003% | |
7/31/2024 | Elk River Wealth Management LLC | 6,567 | $556K | 0.1% | -2.9% | 0.052% | |
7/31/2024 | Commonwealth Equity Services LLC | 29,041 | $2.46M | 0.0% | -7.6% | 0.230% | |
7/31/2024 | IFG Advisory LLC | 5,729 | $485K | 0.0% | N/A | 0.045% | |
7/31/2024 | Rothschild Investment LLC | 416 | $35K | 0.0% | N/A | 0.003% | |
7/30/2024 | Hantz Financial Services Inc. | 413 | $35K | 0.0% | N/A | 0.003% | |
7/30/2024 | Key Financial Inc | 470 | $40K | 0.0% | N/A | 0.004% | |
7/26/2024 | First Command Advisory Services Inc. | 640 | $54K | 0.0% | -99.1% | 0.005% | |
7/26/2024 | Bank of New York Mellon Corp | 4,991 | $422K | 0.0% | -37.5% | 0.040% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 18,050 | $1.53M | 0.8% | -10.0% | 0.143% | |
7/23/2024 | Precedent Wealth Partners LLC | 61,939 | $5.24M | 2.1% | -12.6% | 0.492% | |
7/22/2024 | Dakota Wealth Management | 54,389 | $4.60M | 0.1% | -13.5% | 0.432% | |
7/19/2024 | Raymond James & Associates | 59,090 | $5.00M | 0.0% | +3.8% | 0.469% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 17,402 | $1.47M | 0.0% | +37.8% | 0.138% | |
7/16/2024 | Ferguson Wellman Capital Management Inc. | 3,141 | $266K | 0.0% | -20.8% | 0.025% | |
7/16/2024 | Great Valley Advisor Group Inc. | 17,136 | $1.45M | 0.0% | +14.7% | 0.136% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 2,607 | $221K | 0.0% | +5.2% | 0.021% | |
7/16/2024 | Wedmont Private Capital | 2,691 | $235K | 0.0% | N/A | 0.021% | |
7/16/2024 | Sequoia Financial Advisors LLC | 3,314 | $280K | 0.0% | -7.1% | 0.026% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 10,404 | $880K | 0.0% | +7.6% | 0.083% | |
7/15/2024 | PFG Private Wealth Management LLC | 700 | $59K | 0.0% | N/A | 0.006% | |
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7/13/2024 | Evanson Asset Management LLC | 85,276 | $7.21M | 0.6% | -4.0% | 0.677% | |
7/10/2024 | CWM LLC | 956,096 | $80.88M | 0.4% | -6.5% | 7.588% | |
5/24/2024 | Cetera Advisor Networks LLC | 252,269 | $21.86M | 0.1% | -3.5% | 2.002% | |
5/24/2024 | Cetera Advisors LLC | 107,995 | $9.36M | 0.1% | +10.5% | 0.857% | |
5/24/2024 | Cetera Investment Advisers | 362,937 | $31.45M | 0.1% | +5,415.8% | 2.880% | |
5/21/2024 | LRI Investments LLC | 885 | $77K | 0.0% | N/A | 0.007% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 6,717 | $582K | 0.0% | +17.5% | 0.053% | |
5/16/2024 | Waverly Advisors LLC | 11,634 | $1.01M | 0.0% | N/A | 0.092% | |
5/15/2024 | LRI Investments LLC | 885 | $76K | 0.0% | N/A | 0.007% | |
5/15/2024 | Linscomb Wealth Inc. | 367,115 | $31.81M | 1.6% | -0.9% | 2.914% | |