5/24/2024 | Cetera Advisors LLC | 2,183 | $305K | 0.0% | N/A | 0.037% | |
5/24/2024 | Cetera Investment Advisers | 24,202 | $3.38M | 0.0% | N/A | 0.414% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 13,338 | $1.87M | 0.0% | -38.5% | 0.228% | |
5/9/2024 | SageView Advisory Group LLC | 9,473 | $1.33M | 0.1% | N/A | 0.162% | |
5/8/2024 | Avantax Advisory Services Inc. | 2,026 | $283K | 0.0% | -7.5% | 0.035% | |
5/7/2024 | Allegheny Financial Group LTD | 3,693 | $516K | 0.2% | -27.7% | 0.063% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 4,423 | $618K | 0.0% | +2.2% | 0.076% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,298 | $741K | 0.0% | -62.5% | 0.091% | |
5/1/2024 | Janney Montgomery Scott LLC | 4,572 | $639K | 0.0% | -11.7% | 0.078% | |
4/30/2024 | Perigon Wealth Management LLC | 1,783 | $249K | 0.0% | +12.4% | 0.030% | |
4/29/2024 | Commonwealth Equity Services LLC | 13,347 | $1.87M | 0.0% | +25.9% | 0.228% | |
4/29/2024 | RWA Wealth Partners LLC | 38,037 | $5.32M | 0.1% | +0.8% | 0.650% | |
4/27/2024 | Phoenix Wealth Advisors | 15,998 | $2.24M | 1.4% | +13.4% | 0.273% | |
4/26/2024 | Crestone Asset Management LLC | 149,807 | $20.95M | 4.2% | +18.9% | 2.561% | |
4/25/2024 | WestHill Financial Advisors Inc. | 53,253 | $7.45M | 1.8% | +4.2% | 0.910% | |
4/24/2024 | 1900 Wealth Management LLC | 7,501 | $1.05M | 0.1% | -25.1% | 0.128% | |
4/19/2024 | IVC Wealth Advisors LLC | 8,713 | $1.22M | 0.7% | -3.2% | 0.149% | |
4/18/2024 | Congress Wealth Management LLC DE | 56,181 | $7.86M | 0.1% | +0.8% | 0.960% | |
4/18/2024 | Miracle Mile Advisors LLC | 7,195 | $1.01M | 0.0% | -18.4% | 0.123% | |
4/18/2024 | Fifth Third Securities Inc. | 11,395 | $1.59M | 0.2% | -0.9% | 0.195% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,900 | $406K | 0.0% | +4.1% | 0.050% | |
4/12/2024 | AdvisorNet Financial Inc | 14,359 | $2.01M | 0.2% | +15.8% | 0.245% | |
4/10/2024 | McLean Asset Management Corp | 4,905 | $676K | 0.2% | +5.6% | 0.084% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 10,721 | $1.50M | 1.0% | +1.8% | 0.178% | |
2/15/2024 | Bragg Financial Advisors Inc | 89,284 | $12.19M | 0.6% | -1.8% | 1.481% | |
2/13/2024 | Vawter Financial Ltd. | 3,945 | $539K | 0.4% | +2.5% | 0.065% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 21,717 | $2.97M | 0.5% | +4.9% | 0.360% | |
2/12/2024 | Roundview Capital LLC | 6,179 | $844K | 0.1% | -39.3% | 0.102% | |
2/9/2024 | Advisory Services Network LLC | 4,137 | $565K | 0.0% | N/A | 0.069% | |
2/9/2024 | Commerce Bank | 10,360 | $1.42M | 0.0% | -67.7% | 0.172% | |
2/9/2024 | Wealth Dimensions Group Ltd. | 14,497 | $1.98M | 0.6% | -5.6% | 0.240% | |
2/9/2024 | Corient Private Wealth LLC | 7,430 | $1.02M | 0.0% | -15.3% | 0.123% | |
2/8/2024 | Allegheny Financial Group LTD | 5,107 | $698K | 0.2% | +59.9% | 0.085% | |
2/8/2024 | Beacon Pointe Advisors LLC | 2,587 | $353K | 0.0% | +5.5% | 0.043% | |
2/8/2024 | Janney Montgomery Scott LLC | 5,178 | $707K | 0.0% | -9.0% | 0.086% | |
2/7/2024 | Avantax Advisory Services Inc. | 2,191 | $299K | 0.0% | -6.8% | 0.036% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,145 | $1.93M | 0.0% | -16.0% | 0.235% | |
2/6/2024 | Crestone Asset Management LLC | 125,943 | $17.20M | 3.9% | +11.3% | 2.089% | |
2/6/2024 | Private Advisor Group LLC | 9,617 | $1.31M | 0.0% | -64.2% | 0.159% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 2,785 | $380K | 0.0% | -79.3% | 0.046% | |
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2/6/2024 | Red Cedar Investment Management LLC | 38,275 | $5.23M | 0.8% | +0.6% | 0.635% | |
2/5/2024 | Savant Capital LLC | 53,569 | $7.32M | 0.1% | -15.2% | 0.888% | |
2/5/2024 | Vance Wealth Inc. | 2,801 | $383K | 0.2% | -45.7% | 0.046% | |
2/2/2024 | Truist Financial Corp | 4,438 | $606K | 0.0% | +12.8% | 0.074% | |
2/2/2024 | Rodgers & Associates LTD | 17,846 | $2.44M | 0.3% | +5.7% | 0.296% | |
2/2/2024 | Atria Wealth Solutions Inc. | 5,463 | $746K | 0.0% | -29.2% | 0.091% | |
2/1/2024 | Parkside Financial Bank & Trust | 7,144 | $976K | 0.2% | +2.1% | 0.118% | |
2/1/2024 | 1900 Wealth Management LLC | 10,018 | $1.37M | 0.1% | -50.1% | 0.166% | |
2/1/2024 | RWA Wealth Partners LLC | 37,733 | $5.15M | 0.1% | N/A | 0.626% | |
1/31/2024 | Institute for Wealth Management LLC. | 10,961 | $1.50M | 0.2% | +42.9% | 0.182% | |
1/31/2024 | WestHill Financial Advisors Inc. | 51,087 | $6.98M | 1.8% | +1.4% | 0.847% | |
1/30/2024 | Phoenix Wealth Advisors | 14,109 | $1.92M | 1.3% | +13.2% | 0.234% | |
1/30/2024 | TRUE Private Wealth Advisors | 1,650 | $225K | 0.0% | N/A | 0.027% | |
1/30/2024 | SVB Wealth LLC | 6,684 | $913K | 0.0% | +100.0% | 0.111% | |
1/29/2024 | ORG Partners LLC | 1,106 | $151K | 0.0% | N/A | 0.018% | |
1/29/2024 | Perigon Wealth Management LLC | 1,586 | $217K | 0.0% | N/A | 0.026% | |
1/25/2024 | HC Advisors LLC | 3,417 | $467K | 0.3% | -29.1% | 0.057% | |
1/24/2024 | International Assets Investment Management LLC | 1,776 | $243K | 0.0% | N/A | 0.029% | |
1/23/2024 | FAS Wealth Partners Inc. | 2,549 | $348K | 0.0% | +7.3% | 0.042% | |
1/22/2024 | Strategies Wealth Advisors LLC | 1,505 | $206K | 0.0% | N/A | 0.025% | |
1/22/2024 | Miracle Mile Advisors LLC | 8,820 | $1.21M | 0.0% | -48.3% | 0.146% | |
1/19/2024 | AdvisorNet Financial Inc | 12,404 | $1.69M | 0.2% | +149.7% | 0.206% | |
1/16/2024 | Raymond James & Associates | 14,809 | $2.02M | 0.0% | +1.9% | 0.246% | |
1/12/2024 | Carl Stuart Investment Advisor Inc. | 12,997 | $1.78M | 1.2% | N/A | 0.216% | |
1/11/2024 | IVC Wealth Advisors LLC | 9,005 | $1.23M | 0.8% | -47.0% | 0.149% | |
1/10/2024 | Cornerstone Wealth Management LLC | 2,804 | $383K | 0.0% | -10.3% | 0.047% | |
1/8/2024 | McLean Asset Management Corp | 4,646 | $614K | 0.2% | +39.2% | 0.077% | |
12/20/2023 | Vawter Financial Ltd. | 3,850 | $460K | 0.5% | -11.5% | 0.062% | |
11/15/2023 | First Citizens Asset Management Inc. | 7,738 | $924K | 0.4% | -1.3% | 0.125% | |
11/15/2023 | Lido Advisors LLC | 2,976 | $355K | 0.0% | -30.1% | 0.048% | |
11/14/2023 | Operose Advisors LLC | 7,418 | $886K | 0.4% | N/A | 0.120% | |
11/14/2023 | Parkside Financial Bank & Trust | 6,998 | $835K | 0.2% | +14.4% | 0.113% | |
11/13/2023 | LPL Financial LLC | 78,679 | $9.39M | 0.0% | +4.2% | 1.269% | |
11/13/2023 | WestHill Financial Advisors Inc. | 50,378 | $6.02M | 1.8% | +8.0% | 0.813% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 16,848 | $2.01M | 0.0% | N/A | 0.272% | |
11/13/2023 | Kestra Advisory Services LLC | 35,791 | $4.27M | 0.0% | -0.7% | 0.577% | |
11/13/2023 | PNC Financial Services Group Inc. | 574 | $69K | 0.0% | +1,266.7% | 0.009% | |
11/9/2023 | UBS Group AG | 47,410 | $5.66M | 0.0% | -14.2% | 0.765% | |
11/8/2023 | HighTower Advisors LLC | 25,186 | $3.01M | 0.0% | -3.8% | 0.406% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,693 | $680K | 0.0% | +4.1% | 0.092% | |
11/8/2023 | Atria Wealth Solutions Inc. | 7,716 | $921K | 0.0% | -4.3% | 0.124% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 24,492 | $2.92M | 0.0% | +0.5% | 0.395% | |
11/8/2023 | Oppenheimer & Co. Inc. | 4,121 | $492K | 0.0% | +49.5% | 0.066% | |
11/8/2023 | Kestra Private Wealth Services LLC | 3,000 | $358K | 0.0% | +15.4% | 0.048% | |
11/7/2023 | Savant Capital LLC | 63,141 | $7.54M | 0.1% | +30.6% | 1.018% | |
11/7/2023 | Cornerstone Wealth Management LLC | 3,126 | $373K | 0.0% | +13.3% | 0.050% | |
11/6/2023 | Phoenix Wealth Advisors | 12,465 | $1.49M | 0.9% | +2.3% | 0.201% | |
11/3/2023 | Tobias Financial Advisors Inc. | 7,661 | $915K | 0.2% | -2.2% | 0.124% | |
11/3/2023 | Vance Wealth Inc. | 5,162 | $616K | 0.3% | +2.1% | 0.083% | |
10/30/2023 | First Citizens Bank & Trust Co. | 2,241 | $268K | 0.0% | -99.2% | 0.036% | |
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10/30/2023 | Congress Wealth Management LLC DE | 55,817 | $6.66M | 0.1% | N/A | 0.900% | |
10/30/2023 | Red Cedar Investment Management LLC | 38,045 | $4.54M | 0.7% | -3.1% | 0.614% | |
10/27/2023 | Crestone Asset Management LLC | 113,145 | $13.51M | 3.2% | +5.0% | 1.825% | |
10/25/2023 | Miracle Mile Advisors LLC | 17,074 | $2.04M | 0.1% | -32.1% | 0.275% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,514 | $1.14M | 0.0% | +16.4% | 0.153% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,730 | $1.16M | 0.0% | +5.7% | 0.157% | |
10/19/2023 | Jmac Enterprises LLC | 21,879 | $2.61M | 0.6% | +2.3% | 0.353% | |
10/17/2023 | Rodgers & Associates LTD | 16,886 | $2.02M | 0.3% | -0.6% | 0.272% | |
10/17/2023 | 1900 Wealth Management LLC | 20,066 | $2.40M | 0.2% | +13.3% | 0.324% | |
10/13/2023 | Institute for Wealth Management LLC. | 7,671 | $916K | 0.2% | +11.0% | 0.124% | |