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% | |
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% | |
1/31/2024 | Institute for Wealth Management LLC. | 5,716 | $242K | 0.0% | -9.2% | 0.060% | |
1/30/2024 | Avior Wealth Management LLC | 11,970 | $507K | 0.0% | +6.8% | 0.126% | |
1/29/2024 | Baystate Wealth Management LLC | 3,302 | $140K | 0.0% | -79.3% | 0.035% | |
1/29/2024 | Cook Wealth Management Group LLC | 14,111 | $593K | 0.4% | +43.3% | 0.149% | |
1/29/2024 | Money Design Co. Ltd. | 42,984 | $1.82M | 0.1% | +36.6% | 0.452% | |
1/24/2024 | CENTRAL TRUST Co | 8,652 | $366K | 0.0% | -15.3% | 0.091% | |
1/24/2024 | Allworth Financial LP | 3,478 | $147K | 0.0% | -50.7% | 0.037% | |
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1/24/2024 | International Assets Investment Management LLC | 4,445 | $188K | 0.0% | +1,162.8% | 0.047% | |
1/23/2024 | WealthShield Partners LLC | 17,447 | $739K | 0.1% | -19.1% | 0.184% | |
1/23/2024 | ERTS Wealth Advisors LLC | 5,385 | $228K | 0.0% | N/A | 0.057% | |
1/23/2024 | TIAA Trust National Association | 1,114,842 | $47.19M | 0.2% | -13.1% | 11.735% | |
1/22/2024 | LFA Lugano Financial Advisors SA | 51,921 | $2.20M | 1.7% | +37.5% | 0.547% | |
1/17/2024 | High Note Wealth LLC | 125,386 | $5.31M | 2.0% | -2.5% | 1.320% | |
1/17/2024 | Sound Stewardship LLC | 5,787 | $245K | 0.2% | -23.7% | 0.061% | |
1/17/2024 | RTD Financial Advisors Inc. | 8,918 | $377K | 0.1% | +3.3% | 0.094% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 67,487 | $2.86M | 0.0% | +11.4% | 0.710% | |
1/16/2024 | Raymond James & Associates | 11,350 | $480K | 0.0% | -26.2% | 0.119% | |
1/12/2024 | Revolve Wealth Partners LLC | 16,407 | $694K | 0.1% | +35.2% | 0.173% | |
1/11/2024 | GenWealth Group Inc. | 17,182 | $727K | 0.2% | N/A | 0.181% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 49,583 | $2.01M | 0.1% | +2.4% | 0.522% | |
1/11/2024 | Marshall Financial Group LLC | 4,949 | $209K | 0.1% | -17.2% | 0.052% | |
1/10/2024 | Financial Network Wealth Management LLC | 29,933 | $1.27M | 0.5% | -3.2% | 0.315% | |
11/24/2023 | EP Wealth Advisors LLC | 4,259 | $156K | 0.0% | N/A | 0.045% | |
11/16/2023 | First Foundation Advisors | 11,539 | $423K | 0.0% | +60.7% | 0.121% | |
11/15/2023 | Lido Advisors LLC | 37,008 | $1.36M | 0.0% | -49.8% | 0.390% | |
11/14/2023 | Jones Financial Companies Lllp | 25,391 | $931K | 0.0% | +4.0% | 0.267% | |
11/14/2023 | Tower Research Capital LLC TRC | 13,268 | $486K | 0.0% | +95.0% | 0.140% | |
11/13/2023 | LPL Financial LLC | 367,210 | $13.46M | 0.0% | +3.3% | 3.865% | |
11/13/2023 | WCG Wealth Advisors LLC | 30,242 | $1.17M | 0.1% | -3.3% | 0.318% | |
11/13/2023 | US Financial Advisors LLC | 12,698 | $466K | 0.2% | +8.1% | 0.134% | |
11/9/2023 | UBS Group AG | 231,856 | $8.50M | 0.0% | +0.9% | 2.441% | |
11/8/2023 | HighTower Advisors LLC | 22,037 | $809K | 0.0% | +15.0% | 0.232% | |
11/8/2023 | New York Life Investment Management LLC | 17,872 | $655K | 0.0% | +32.3% | 0.188% | |
11/6/2023 | Avantax Planning Partners Inc. | 5,768 | $211K | 0.0% | -21.4% | 0.061% | |
11/6/2023 | McClarren Financial Advisors Inc. | 8,097 | $296K | 0.3% | -32.2% | 0.085% | |
11/4/2023 | NBC Securities Inc. | 13,045 | $478K | 0.1% | N/A | 0.137% | |
11/3/2023 | WealthSpring Partners LLC | 11,792 | $432K | 0.3% | +3.1% | 0.124% | |
11/3/2023 | Private Advisor Group LLC | 44,763 | $1.64M | 0.0% | -3.1% | 0.471% | |
10/31/2023 | Allworth Financial LP | 7,057 | $259K | 0.0% | +139.8% | 0.074% | |
10/31/2023 | Cook Wealth Management Group LLC | 9,850 | $335K | 0.3% | +85.2% | 0.104% | |
10/30/2023 | Aire Advisors LLC | 5,546 | $203K | 0.1% | -6.5% | 0.058% | |
10/30/2023 | Money Design Co. Ltd. | 31,459 | $1.15M | 0.1% | -6.0% | 0.331% | |
10/27/2023 | TIAA Trust National Association | 1,282,671 | $47.02M | 0.2% | N/A | 13.502% | |
10/26/2023 | CENTRAL TRUST Co | 10,215 | $374K | 0.0% | -3.5% | 0.108% | |
10/26/2023 | High Note Wealth LLC | 128,655 | $4.72M | 1.9% | -1.4% | 1.354% | |
10/25/2023 | WealthShield Partners LLC | 21,564 | $791K | 0.1% | +18.0% | 0.227% | |
10/24/2023 | Bank of New York Mellon Corp | 110,294 | $4.04M | 0.0% | +8.1% | 1.161% | |
10/24/2023 | IAG Wealth Partners LLC | 290,846 | $10.66M | 3.0% | +0.9% | 3.062% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 60,594 | $2.22M | 0.0% | -13.2% | 0.638% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,129 | $701K | 0.0% | -5.6% | 0.201% | |
10/23/2023 | Vicus Capital | 20,769 | $761K | 0.1% | -1.6% | 0.219% | |
10/23/2023 | LFA Lugano Financial Advisors SA | 37,764 | $1.38M | 1.2% | +23.2% | 0.398% | |
10/23/2023 | Commonwealth Equity Services LLC | 119,838 | $4.39M | 0.0% | +6.0% | 1.261% | |
10/19/2023 | RTD Financial Advisors Inc. | 8,635 | $317K | 0.0% | -13.1% | 0.091% | |
10/18/2023 | UMB Bank n.a. | 6,353 | $233K | 0.0% | +12.1% | 0.067% | |
10/18/2023 | CX Institutional | 6,216 | $228K | 0.0% | -67.1% | 0.065% | |
10/17/2023 | Avior Wealth Management LLC | 11,211 | $411K | 0.0% | -10.6% | 0.118% | |
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10/13/2023 | Institute for Wealth Management LLC. | 6,295 | $231K | 0.0% | -41.5% | 0.066% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 48,402 | $1.77M | 0.1% | +9.4% | 0.509% | |
10/10/2023 | Revolve Wealth Partners LLC | 12,137 | $445K | 0.1% | +10.0% | 0.128% | |
10/10/2023 | SOA Wealth Advisors LLC. | 17,615 | $646K | 0.2% | +3.5% | 0.185% | |
10/5/2023 | Falcon Wealth Planning | 5,706 | $209K | 0.0% | N/A | 0.060% | |
9/21/2023 | Baystate Wealth Management LLC | 15,727 | $614K | 0.0% | -37.6% | 0.166% | |
8/17/2023 | Vicus Capital | 21,102 | $824K | 0.1% | +8.9% | 0.222% | |
8/10/2023 | IAG Wealth Partners LLC | 288,326 | $11.25M | 3.0% | +20.5% | 3.035% | |
8/10/2023 | Commonwealth Equity Services LLC | 113,075 | $4.41M | 0.0% | +12.9% | 1.190% | |
8/10/2023 | Private Advisor Group LLC | 46,184 | $1.80M | 0.0% | +100.4% | 0.486% | |