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% | |
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% | |
10/16/2024 | Good Life Advisors LLC | 122,942 | $7.17M | 0.4% | +115.9% | 0.761% | |
10/16/2024 | SeaCrest Wealth Management LLC | 4,366 | $255K | 0.0% | N/A | 0.027% | |
10/15/2024 | Ullmann Wealth Partners Group LLC | 123,919 | $7.23M | 0.9% | +1.7% | 0.767% | |
10/11/2024 | Wesbanco Bank Inc. | 4,569 | $266K | 0.0% | N/A | 0.028% | |
10/9/2024 | Atlas Private Wealth Advisors | 236,866 | $13.82M | 2.0% | -27.4% | 1.466% | |
9/5/2024 | Sanctuary Advisors LLC | 5,419 | $298K | 0.0% | N/A | 0.034% | |
8/22/2024 | Cetera Investment Advisers | 37,427 | $2.06M | 0.0% | -4.6% | 0.232% | |
8/16/2024 | Regal Investment Advisors LLC | 100,630 | $5.54M | 0.4% | +4.6% | 0.623% | |
8/14/2024 | EverSource Wealth Advisors LLC | 1,295 | $75K | 0.0% | -26.1% | 0.008% | |
8/13/2024 | Garden State Investment Advisory Services LLC | 3,694 | $203K | 0.1% | N/A | 0.023% | |
8/13/2024 | Retirement Investment Advisors Inc. | 13,196 | $726K | 0.1% | N/A | 0.082% | |
8/8/2024 | Envestnet Asset Management Inc. | 146,364 | $8.06M | 0.0% | +5.5% | 0.906% | |
8/8/2024 | Parallel Advisors LLC | 35,150 | $1.94M | 0.0% | -0.6% | 0.218% | |
8/8/2024 | Parker Financial LLC | 16,542 | $922K | 0.5% | -7.5% | 0.102% | |
8/8/2024 | Ullmann Wealth Partners Group LLC | 121,805 | $6.70M | 1.0% | -2.5% | 0.754% | |
8/8/2024 | Horizon Family Wealth Inc. | 50,425 | $2.78M | 2.1% | +0.6% | 0.312% | |
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8/8/2024 | LPL Financial LLC | 1,083,031 | $59.61M | 0.0% | +11.6% | 6.702% | |
8/6/2024 | Fiducient Advisors LLC | 15,465 | $851K | 0.1% | N/A | 0.096% | |
8/6/2024 | Cullen Frost Bankers Inc. | 144,845 | $7.97M | 0.1% | -0.5% | 0.896% | |
8/5/2024 | Private Advisor Group LLC | 18,647 | $1.03M | 0.0% | -1.0% | 0.115% | |
7/31/2024 | Spire Wealth Management | 28,502 | $1.57M | 0.1% | -11.6% | 0.176% | |
7/31/2024 | Commonwealth Equity Services LLC | 367,359 | $20.22M | 0.0% | +377.7% | 2.273% | |
7/29/2024 | Arkadios Wealth Advisors | 143,363 | $7.89M | 0.5% | +10.3% | 0.887% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 49,008 | $2.70M | 0.0% | +75.5% | 0.303% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 210,107 | $11.56M | 0.0% | +17.9% | 1.300% | |
7/19/2024 | Western Wealth Management LLC | 16,582 | $913K | 0.1% | -1.2% | 0.103% | |
7/19/2024 | Raymond James & Associates | 39,140 | $2.15M | 0.0% | -1.3% | 0.242% | |
7/17/2024 | IAG Wealth Partners LLC | 296,838 | $16.34M | 3.3% | N/A | 1.837% | |
7/16/2024 | ORG Partners LLC | 797 | $44K | 0.0% | N/A | 0.005% | |
7/12/2024 | Atlas Private Wealth Advisors | 326,168 | $17.95M | 2.9% | +84.2% | 2.018% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,753 | $95K | 0.0% | +35.4% | 0.011% | |
5/24/2024 | Cetera Advisors LLC | 9,015 | $511K | 0.0% | N/A | 0.056% | |
5/24/2024 | Cetera Investment Advisers | 39,212 | $2.22M | 0.0% | +357.5% | 0.243% | |
5/16/2024 | Waverly Advisors LLC | 17,658 | $1.00M | 0.0% | N/A | 0.110% | |
5/10/2024 | TCTC Holdings LLC | 6,547 | $371K | 0.0% | -18.8% | 0.041% | |
5/10/2024 | Horizon Family Wealth Inc. | 50,131 | $2.84M | 2.2% | +0.5% | 0.313% | |
5/9/2024 | Condor Capital Management | 18,155 | $1.03M | 0.1% | -36.7% | 0.113% | |
5/7/2024 | Oppenheimer & Co. Inc. | 10,718 | $607K | 0.0% | +2.4% | 0.067% | |
5/3/2024 | MRA Advisory Group | 3,777 | $214K | 0.1% | -14.0% | 0.024% | |
5/3/2024 | GSA Capital Partners LLP | 8,335 | $472K | 0.0% | -28.7% | 0.052% | |
5/2/2024 | Consolidated Planning Corp | 18,351 | $1.04M | 0.2% | -3.8% | 0.114% | |
5/1/2024 | Janney Montgomery Scott LLC | 11,150 | $632K | 0.0% | -2.4% | 0.070% | |
5/1/2024 | Prosperity Consulting Group LLC | 26,498 | $1.50M | 0.2% | N/A | 0.165% | |
4/30/2024 | Private Advisor Group LLC | 18,844 | $1.07M | 0.0% | +10.1% | 0.117% | |
4/30/2024 | HB Wealth Management LLC | 4,386 | $249K | 0.0% | N/A | 0.027% | |
4/29/2024 | Commonwealth Equity Services LLC | 76,895 | $4.36M | 0.0% | +5.1% | 0.479% | |
4/26/2024 | JNBA Financial Advisors | 28,240 | $1.60M | 0.2% | -5.6% | 0.180% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 27,932 | $1.58M | 0.0% | +3.2% | 0.178% | |
4/24/2024 | Spire Wealth Management | 32,243 | $1.83M | 0.1% | +2.1% | 0.206% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 178,223 | $10.10M | 0.0% | +0.5% | 1.136% | |
4/19/2024 | Financial Perspectives Inc | 5,380 | $305K | 0.1% | -14.0% | 0.034% | |
4/19/2024 | Advisor Resource Council | 4,192 | $238K | 0.1% | N/A | 0.027% | |
4/17/2024 | Grimes & Company Inc. | 3,912 | $222K | 0.0% | N/A | 0.025% | |
4/10/2024 | LexAurum Advisors LLC | 3,832 | $217K | 0.1% | N/A | 0.023% | |
3/22/2024 | PNC Financial Services Group Inc. | 497,922 | $25.27M | 0.0% | -7.5% | 3.007% | |
3/22/2024 | Cooksen Wealth LLC | 52,311 | $2.65M | 3.0% | N/A | 0.316% | |
3/6/2024 | Willner & Heller LLC | 24,752 | $1.26M | 1.4% | N/A | 0.149% | |
2/12/2024 | Condor Capital Management | 28,667 | $1.46M | 0.2% | +22.2% | 0.173% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 27,059 | $1.37M | 0.0% | -9.2% | 0.163% | |
2/9/2024 | Frazier Financial Advisors LLC | 661 | $34K | 0.0% | N/A | 0.004% | |
2/9/2024 | UBS Group AG | 523,510 | $26.56M | 0.0% | -0.1% | 3.161% | |
2/9/2024 | PNC Financial Services Group Inc. | 497,922 | $25.27M | 0.0% | -7.5% | 3.007% | |
2/8/2024 | Retirement Investment Advisors Inc. | 13,417 | $681K | 0.1% | -32.5% | 0.081% | |
2/8/2024 | Horizon Family Wealth Inc. | 49,895 | $2.53M | 2.1% | +0.5% | 0.301% | |
2/8/2024 | JNBA Financial Advisors | 29,916 | $1.52M | 0.2% | -6.7% | 0.181% | |
2/7/2024 | Wharton Business Group LLC | 180,417 | $9.15M | 0.5% | -12.1% | 1.089% | |
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2/6/2024 | Cullen Frost Bankers Inc. | 146,826 | $7.45M | 0.1% | -1.2% | 0.887% | |
2/6/2024 | Private Advisor Group LLC | 17,123 | $869K | 0.0% | +36.4% | 0.103% | |
2/1/2024 | Financial Perspectives Inc | 6,259 | $318K | 0.1% | +5.5% | 0.038% | |
2/1/2024 | Criterion Capital Advisors LLC | 3,155 | $160K | 0.1% | N/A | 0.019% | |
1/31/2024 | Western Wealth Management LLC | 16,858 | $855K | 0.1% | -12.5% | 0.102% | |
1/31/2024 | Cambridge Trust Co. | 1,710 | $87K | 0.0% | -19.0% | 0.010% | |
1/29/2024 | Koshinski Asset Management Inc. | 5,240 | $266K | 0.0% | N/A | 0.032% | |
1/26/2024 | Cerity Partners LLC | 4,584 | $232K | 0.0% | N/A | 0.028% | |
1/24/2024 | Arkadios Wealth Advisors | 129,944 | $6.59M | 0.6% | +9.8% | 0.785% | |
1/18/2024 | Parker Financial LLC | 19,813 | $1.01M | 0.6% | -5.0% | 0.120% | |