5/14/2024 | Advisors Asset Management Inc. | 4,035 | $175K | 0.0% | +159.5% | 0.053% | |
5/14/2024 | EP Wealth Advisors LLC | 28,794 | $1.25M | 0.0% | -12.0% | 0.379% | |
5/14/2024 | Payden & Rygel Investment Group | 4,553 | $198K | 0.0% | N/A | 0.060% | |
5/10/2024 | Kelman Lazarov Inc. | 268,905 | $11.67M | 2.3% | -8.7% | 3.538% | |
5/9/2024 | Portland Global Advisors LLC | 24,196 | $1.05M | 0.1% | N/A | 0.323% | |
5/8/2024 | TSA Wealth Managment LLC | 49,411 | $2.14M | 0.9% | +0.8% | 0.659% | |
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5/7/2024 | Retirement Solution Inc. | 14,018 | $608K | 0.2% | -5.7% | 0.184% | |
5/7/2024 | Shared Vision Wealth Group LLC | 4,823 | $209K | 0.1% | -6.7% | 0.063% | |
5/2/2024 | Argent Advisors Inc. | 20,755 | $901K | 0.4% | +14.3% | 0.273% | |
4/30/2024 | LifePlan Financial LLC | 33,090 | $1.44M | 1.3% | +23.3% | 0.435% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 30,439 | $1.32M | 0.3% | -2.0% | 0.401% | |
4/30/2024 | Perigon Wealth Management LLC | 8,562 | $372K | 0.0% | +18.1% | 0.113% | |
4/30/2024 | Mayflower Financial Advisors LLC | 18,876 | $819K | 0.1% | +2.8% | 0.248% | |
4/26/2024 | McGuire Investment Group LLC | 114,350 | $4.96M | 0.7% | N/A | 1.505% | |
4/23/2024 | Global Retirement Partners LLC | 996 | $43K | 0.0% | N/A | 0.013% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 152,611 | $6.62M | 0.0% | +4.8% | 2.008% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 34,670 | $1.50M | 0.3% | +8.5% | 0.456% | |
4/19/2024 | Level Financial Advisors | 6,485 | $281K | 0.1% | -17.9% | 0.085% | |
4/19/2024 | DMC Group LLC | 37,584 | $1.63M | 1.4% | +5.6% | 0.495% | |
4/19/2024 | Northland Capital Management LLC | 409,684 | $17.78M | 12.4% | +0.3% | 5.391% | |
4/18/2024 | Myecfo LLC | 57,164 | $2.48M | 1.5% | +15.2% | 0.752% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 121,759 | $5.28M | 0.2% | +17.9% | 1.602% | |
4/16/2024 | Cypress Wealth Services LLC | 18,453 | $801K | 0.2% | +1.4% | 0.243% | |
4/13/2024 | Hoxton Planning & Management LLC | 9,800 | $425K | 0.2% | +4.0% | 0.129% | |
4/13/2024 | Wallace Advisory Group LLC | 20,463 | $905K | 0.6% | N/A | 0.269% | |
4/11/2024 | Fort Pitt Capital Group LLC | 791,646 | $34.35M | 1.1% | +9.0% | 10.416% | |
4/9/2024 | Mather Group LLC. | 4,611 | $204K | 0.0% | -16.6% | 0.061% | |
4/3/2024 | Dentgroup LLC | 6,655 | $289K | 0.2% | +5.0% | 0.072% | |
2/29/2024 | Tortoise Investment Management LLC | 3,318 | $147K | 0.0% | +14.1% | 0.036% | |
2/28/2024 | EP Wealth Advisors LLC | 32,734 | $1.45M | 0.0% | -1.9% | 0.354% | |
2/23/2024 | Beacon Financial Group | 5,737 | $254K | 0.0% | N/A | 0.062% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 9,467 | $419K | 0.4% | N/A | 0.102% | |
2/14/2024 | CFS Investment Advisory Services LLC | 11,978 | $530K | 0.1% | +25.3% | 0.129% | |
2/12/2024 | StoneX Group Inc. | 13,214 | $585K | 0.1% | -6.1% | 0.143% | |
2/12/2024 | Focus Financial Network Inc. ADV | 21,790 | $964K | 0.0% | N/A | 0.236% | |
2/12/2024 | Cape Investment Advisory Inc. | 608 | $27K | 0.0% | +259.8% | 0.007% | |
2/9/2024 | Orion Portfolio Solutions LLC | 60,801 | $2.67M | 0.0% | N/A | 0.657% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 65,720 | $2.91M | 0.0% | N/A | 0.710% | |
2/9/2024 | WBI Investments LLC | 35,440 | $1.57M | 0.3% | -13.2% | 0.383% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,485 | $66K | 0.0% | +84.7% | 0.016% | |
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2/9/2024 | TSA Wealth Managment LLC | 49,021 | $2.17M | 1.0% | N/A | 0.530% | |
2/8/2024 | Tortoise Investment Management LLC | 613 | $27K | 0.0% | -78.9% | 0.007% | |
2/8/2024 | Kickstand Ventures LLC. | 43,583 | $1.93M | 0.6% | +86.3% | 0.471% | |
2/8/2024 | Quotient Wealth Partners LLC | 39,091 | $1.73M | 0.1% | N/A | 0.423% | |
2/8/2024 | Shared Vision Wealth Group LLC | 5,171 | $229K | 0.2% | N/A | 0.056% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 11,626 | $514K | 0.0% | +27.1% | 0.126% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 16,109 | $713K | 0.4% | +5.5% | 0.174% | |
2/6/2024 | Family Asset Management LLC | 15,425 | $683K | 0.5% | -37.5% | 0.167% | |
2/6/2024 | Private Advisor Group LLC | 38,662 | $1.71M | 0.0% | -2.1% | 0.418% | |
2/6/2024 | Merit Financial Group LLC | 13,354 | $591K | 0.0% | N/A | 0.144% | |
2/6/2024 | First Horizon Advisors Inc. | 679 | $30K | 0.0% | +495.6% | 0.007% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 27,645 | $1.22M | 0.1% | +74.5% | 0.299% | |
2/6/2024 | Prosperity Planning Inc. | 173,624 | $7.68M | 2.9% | +10.3% | 1.877% | |
2/5/2024 | Mather Group LLC. | 5,528 | $245K | 0.0% | N/A | 0.060% | |
2/5/2024 | Transcend Capital Advisors LLC | 5,033 | $223K | 0.0% | N/A | 0.054% | |
2/5/2024 | Matrix Trust Co | 2,507 | $111K | 0.0% | N/A | 0.027% | |
2/5/2024 | Alliance Wealth Advisors LLC UT | 24,232 | $1.07M | 0.4% | N/A | 0.262% | |
2/2/2024 | Retirement Solution Inc. | 14,860 | $658K | 0.2% | -2.6% | 0.161% | |
2/1/2024 | Kelman Lazarov Inc. | 294,536 | $13.03M | 2.8% | -26.7% | 3.184% | |
1/31/2024 | Bigelow Investment Advisors LLC | 65,490 | $2.90M | 1.6% | -8.0% | 0.708% | |
1/30/2024 | LifePlan Financial LLC | 26,844 | $1.19M | 1.2% | N/A | 0.290% | |
1/30/2024 | Hoxton Planning & Management LLC | 9,424 | $417K | 0.2% | N/A | 0.102% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 31,955 | $1.41M | 0.3% | N/A | 0.345% | |
1/29/2024 | Baystate Wealth Management LLC | 1,845 | $82K | 0.0% | +177.4% | 0.020% | |
1/29/2024 | Perigon Wealth Management LLC | 7,249 | $321K | 0.0% | N/A | 0.078% | |
1/26/2024 | Cerity Partners LLC | 49,154 | $2.18M | 0.0% | N/A | 0.531% | |
1/25/2024 | Pinnacle Bancorp Inc. | 4,197 | $186K | 0.1% | -56.9% | 0.045% | |
1/25/2024 | Strategic Blueprint LLC | 9,551 | $423K | 0.0% | N/A | 0.103% | |
1/25/2024 | Firethorn Wealth Partners LLC | 7,990 | $354K | 0.2% | N/A | 0.086% | |
1/24/2024 | Park Place Capital Corp | 855 | $38K | 0.0% | N/A | 0.009% | |
1/24/2024 | Northland Capital Management LLC | 408,525 | $18.08M | 12.1% | N/A | 4.416% | |
1/24/2024 | International Assets Investment Management LLC | 2,434 | $108K | 0.0% | N/A | 0.026% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 1,844 | $82K | 0.0% | +106.0% | 0.020% | |
1/23/2024 | Farmers & Merchants Investments Inc. | 103,299 | $4.57M | 0.2% | +95.1% | 1.117% | |
1/23/2024 | Level Financial Advisors Inc. | 7,896 | $349K | 0.2% | +35.6% | 0.085% | |
1/22/2024 | Mayflower Financial Advisors LLC | 18,354 | $812K | 0.1% | +64.0% | 0.198% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 5,287 | $234K | 0.0% | +7.0% | 0.057% | |
1/18/2024 | Wooster Corthell Wealth Management Inc. | 31,053 | $1.37M | 0.3% | -33.9% | 0.332% | |
1/18/2024 | First National Corp MA ADV | 9,037 | $400K | 0.1% | +25.7% | 0.097% | |
1/18/2024 | Planned Solutions Inc. | 16,887 | $747K | 0.3% | N/A | 0.181% | |
1/16/2024 | Myecfo LLC | 49,635 | $2.20M | 1.4% | +3.2% | 0.531% | |
1/16/2024 | 3EDGE Asset Management LP | 1,152,032 | $50.98M | 4.0% | N/A | 12.321% | |
1/16/2024 | Portside Wealth Group LLC | 49,972 | $2.21M | 0.4% | N/A | 0.534% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 145,656 | $6.45M | 0.0% | -2.6% | 1.558% | |
1/16/2024 | Raymond James & Associates | 11,782 | $521K | 0.0% | -13.1% | 0.126% | |
1/16/2024 | Wealthsource Partners LLC | 61,629 | $2.73M | 0.2% | -15.0% | 0.659% | |
1/12/2024 | Fortitude Family Office LLC | 832 | $37K | 0.0% | N/A | 0.009% | |
1/12/2024 | FFG Retirement Advisors LLC | 152,494 | $6.75M | 5.2% | N/A | 1.631% | |
1/11/2024 | Ausdal Financial Partners Inc. | 4,626 | $205K | 0.0% | N/A | 0.049% | |
1/11/2024 | Cypress Wealth Services LLC | 18,197 | $805K | 0.2% | +168.1% | 0.195% | |
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1/11/2024 | Baker Tilly Wealth Management LLC | 15,428 | $683K | 0.1% | N/A | 0.165% | |
1/11/2024 | DMC Group LLC | 35,603 | $1.58M | 1.5% | -1.7% | 0.381% | |
1/11/2024 | IVC Wealth Advisors LLC | 4,700 | $208K | 0.1% | N/A | 0.050% | |
1/10/2024 | North Star Investment Management Corp. | 15,126 | $669K | 0.1% | -18.7% | 0.162% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 80,044 | $3.54M | 0.4% | -5.2% | 0.856% | |
1/10/2024 | Dfpg Investments LLC | 5,269 | $232K | 0.0% | N/A | 0.056% | |
1/9/2024 | WBH Advisory Inc. | 13,905 | $615K | 0.1% | -49.0% | 0.149% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 28,693 | $1.27M | 0.5% | N/A | 0.370% | |
1/2/2024 | Dentgroup LLC | 6,340 | $281K | 0.2% | N/A | 0.082% | |
11/24/2023 | Deutsche Bank AG | 256,482 | $10.72M | 0.0% | -10.5% | 3.309% | |