5/16/2024 | Waverly Advisors LLC | 350,980 | $83.65M | 2.0% | +24.3% | 1.768% | |
5/15/2024 | Wick Capital Partners LLC | 3,378 | $805K | 0.8% | -5.6% | 0.017% | |
5/14/2024 | Delap Wealth Advisory LLC | 1,130 | $269K | 0.1% | -50.0% | 0.006% | |
5/14/2024 | Pitcairn Co. | 1,107 | $264K | 0.0% | N/A | 0.006% | |
5/13/2024 | Hilltop Partners LLC | 276,617 | $65.92M | 23.6% | +30.8% | 1.394% | |
5/13/2024 | Ameritas Investment Partners Inc. | 3,024 | $721K | 0.0% | -3.8% | 0.015% | |
|
5/11/2024 | Hirtle Callaghan & Co LLC | 107,165 | $25.54M | 1.1% | -1.7% | 0.540% | |
5/10/2024 | TIAA Trust National Association | 1,042 | $248K | 0.0% | -24.0% | 0.005% | |
5/10/2024 | Vanguard Group Inc. | 34,303 | $8.18M | 0.0% | +3.5% | 0.173% | |
5/9/2024 | SageView Advisory Group LLC | 10,520 | $2.51M | 0.1% | +50.8% | 0.053% | |
5/9/2024 | Endowment Wealth Management Inc. | 10,968 | $2.61M | 2.0% | +18.6% | 0.055% | |
5/8/2024 | Cozad Asset Management Inc. | 35,124 | $8.37M | 0.9% | -1.2% | 0.177% | |
5/8/2024 | MAI Capital Management | 126,067 | $30.04M | 0.3% | +8.3% | 0.635% | |
5/8/2024 | Bleakley Financial Group LLC | 7,137 | $1.70M | 0.0% | +10.4% | 0.036% | |
5/8/2024 | Avantax Advisory Services Inc. | 23,963 | $5.71M | 0.1% | +1.1% | 0.121% | |
5/7/2024 | Anson Capital Inc. | 11,566 | $2.76M | 4.0% | -2.5% | 0.058% | |
5/7/2024 | Wealthspire Advisors LLC | 5,362 | $1.28M | 0.0% | +9.5% | 0.027% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 15,355 | $3.66M | 0.0% | +7.8% | 0.077% | |
5/4/2024 | Geneos Wealth Management Inc. | 145 | $35K | 0.0% | N/A | 0.001% | |
5/2/2024 | Goelzer Investment Management Inc. | 1,389 | $331K | 0.0% | -6.8% | 0.007% | |
5/2/2024 | Choreo LLC | 30,582 | $7.29M | 0.2% | +42.4% | 0.154% | |
5/1/2024 | Daido Life Insurance Co. | 372,383 | $88.75M | 9.4% | -23.1% | 1.876% | |
5/1/2024 | Sequoia Financial Advisors LLC | 4,037 | $962K | 0.0% | -21.8% | 0.020% | |
4/30/2024 | Private Advisor Group LLC | 2,140 | $510K | 0.0% | -3.4% | 0.011% | |
4/29/2024 | Commonwealth Equity Services LLC | 17,318 | $4.13M | 0.0% | -25.5% | 0.087% | |
4/29/2024 | American Capital Advisory LLC | 5,519 | $1.32M | 1.0% | +207.0% | 0.028% | |
4/27/2024 | Vigilare Wealth Management | 18,634 | $4.44M | 2.2% | -42.3% | 0.094% | |
4/27/2024 | Nadler Financial Group Inc. | 8,685 | $2.07M | 0.3% | +17.0% | 0.044% | |
4/26/2024 | Opus Capital Group LLC | 58,588 | $13.96M | 2.0% | -6.5% | 0.295% | |
4/26/2024 | Brown Financial Advisory | 12,597 | $3.00M | 2.3% | -3.8% | 0.063% | |
4/25/2024 | Capital Investment Advisory Services LLC | 1,306 | $311K | 0.0% | +4.7% | 0.007% | |
4/25/2024 | Aaron Wealth Advisors LLC | 25,227 | $6.01M | 0.9% | +6.3% | 0.127% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 6,854 | $1.63M | 0.0% | +30.4% | 0.035% | |
4/24/2024 | Zhang Financial LLC | 15,467 | $3.69M | 0.3% | +17.9% | 0.078% | |
4/24/2024 | Landmark Wealth Management LLC | 5,821 | $1.39M | 0.6% | -5.8% | 0.029% | |
4/24/2024 | Simplicity Wealth LLC | 7,137 | $1.70M | 0.0% | N/A | 0.036% | |
4/23/2024 | Global Retirement Partners LLC | 39,744 | $9.47M | 0.4% | +10.6% | 0.200% | |
4/23/2024 | Arbor Investment Advisors LLC | 56,165 | $13.39M | 2.0% | +6.5% | 0.283% | |
4/23/2024 | Spectrum Asset Management Inc. NB CA | 9,204 | $2.19M | 0.9% | -75.3% | 0.046% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 177,091 | $42.20M | 0.1% | +46.1% | 0.892% | |
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4/22/2024 | Strategic Financial Concepts LLC | 4,874 | $1.16M | 0.3% | -1.3% | 0.025% | |
4/22/2024 | Parsons Capital Management Inc. RI | 2,790 | $665K | 0.0% | +26.0% | 0.014% | |
4/22/2024 | Raymond James & Associates | 162,362 | $38.69M | 0.0% | -4.9% | 0.818% | |
4/22/2024 | Stegner Investment Associates Inc. | 62,283 | $14.84M | 10.9% | +0.3% | 0.314% | |
4/18/2024 | Sherrill & Hutchins Financial Advisory Inc | 183,903 | $43.83M | 39.9% | -2.1% | 0.926% | |
4/16/2024 | Thrive Wealth Management LLC | 34,091 | $8.13M | 1.7% | -7.2% | 0.172% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 110,296 | $26.29M | 0.1% | -1.3% | 0.556% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 9,228 | $2.20M | 0.1% | -4.9% | 0.046% | |
4/15/2024 | Lpwm LLC | 19,638 | $4.60M | 1.7% | +4.1% | 0.099% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 887 | $211K | 0.0% | N/A | 0.004% | |
4/12/2024 | Flower City Capital | 193,243 | $46.05M | 30.6% | +11.8% | 0.974% | |
4/12/2024 | Austin Private Wealth LLC | 330,064 | $78.03M | 9.0% | -5.6% | 1.663% | |
4/12/2024 | Nova R Wealth Inc. | 18,446 | $4.40M | 2.3% | +6.4% | 0.093% | |
4/12/2024 | CMH Wealth Management LLC | 17,420 | $4.15M | 1.1% | -2.0% | 0.088% | |
4/12/2024 | AdvisorNet Financial Inc | 4,684 | $1.12M | 0.1% | +40.8% | 0.024% | |
4/12/2024 | Cherrydale Wealth Management LLC | 27,116 | $6.46M | 3.0% | +66.3% | 0.137% | |
4/11/2024 | Royal Fund Management LLC | 49,650 | $11.84M | 1.2% | -4.4% | 0.250% | |
4/10/2024 | Park Avenue Securities LLC | 2,093 | $499K | 0.0% | +3.9% | 0.011% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 2,354 | $561K | 0.3% | +120.6% | 0.012% | |
4/9/2024 | Welch Group LLC | 4,369 | $1.04M | 0.1% | -2.8% | 0.022% | |
4/2/2024 | Heartwood Wealth Advisors LLC | 128,065 | $30.52M | 3.8% | N/A | 0.651% | |
3/22/2024 | PNC Financial Services Group Inc. | 500 | $108K | 0.0% | N/A | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 8,813 | $1.91M | 0.1% | -13.0% | 0.045% | |
3/14/2024 | Golden Road Advisors LLC | 3,520 | $764K | 0.7% | N/A | 0.018% | |
3/6/2024 | SageView Advisory Group LLC | 6,974 | $1.56M | 0.1% | N/A | 0.035% | |
3/1/2024 | Goldman Sachs Group Inc. | 298,934 | $64.85M | 0.0% | +21.5% | 1.520% | |
2/16/2024 | O Dell Group LLC | 885 | $192K | 0.1% | N/A | 0.004% | |
2/14/2024 | Waverly Advisors LLC | 282,429 | $61.27M | 2.3% | -0.1% | 1.436% | |
2/14/2024 | Retirement Capital Strategies | 1,749 | $379K | 0.2% | +6.6% | 0.009% | |
2/13/2024 | Cetera Advisor Networks LLC | 29,686 | $6.44M | 0.0% | -5.6% | 0.151% | |
2/13/2024 | Tower Research Capital LLC TRC | 135 | $29K | 0.0% | +154.7% | 0.001% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 109,043 | $23.66M | 1.1% | +8.3% | 0.554% | |
2/13/2024 | Anson Capital Inc. | 11,857 | $2.57M | 4.2% | +16.3% | 0.060% | |
2/13/2024 | Jones Financial Companies Lllp | 9,690 | $2.10M | 0.0% | +14.1% | 0.049% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 1,044 | $226K | 0.0% | +11.1% | 0.005% | |
2/12/2024 | American Investment Services Inc. | 4,246 | $921K | 0.2% | +14.2% | 0.022% | |
2/12/2024 | Relative Value Partners Group LLC | 7,731 | $1.68M | 0.1% | +0.7% | 0.039% | |
2/12/2024 | Stifel Financial Corp | 231,041 | $50.13M | 0.1% | +23.2% | 1.175% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 2,408 | $522K | 0.0% | +12.4% | 0.012% | |
2/12/2024 | Glassman Wealth Services | 1,813 | $393K | 0.1% | N/A | 0.009% | |
2/9/2024 | SageView Advisory Group LLC | 6,974 | $1.56M | 0.1% | N/A | 0.035% | |
2/9/2024 | Commerce Bank | 6,642 | $1.44M | 0.0% | +40.4% | 0.034% | |
2/9/2024 | Assetmark Inc. | 657 | $143K | 0.0% | +14.7% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 2,333 | $506K | 0.0% | +11.0% | 0.012% | |
2/9/2024 | Wells Fargo & Company MN | 153,724 | $33.35M | 0.0% | -5.1% | 0.782% | |
2/9/2024 | Coldstream Capital Management Inc. | 39,187 | $8.50M | 0.2% | +8.4% | 0.199% | |
2/9/2024 | CBIZ Investment Advisory Services LLC | 62,719 | $13.14M | 1.0% | -5.4% | 0.319% | |
2/9/2024 | UBS Group AG | 629,237 | $136.51M | 0.0% | +9.0% | 3.199% | |
2/8/2024 | SigFig Wealth Management LLC | 92,789 | $20.13M | 0.8% | -26.6% | 0.472% | |
2/8/2024 | Stegner Investment Associates Inc. | 62,076 | $13.47M | 10.7% | +0.8% | 0.316% | |
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2/8/2024 | Kingsview Wealth Management LLC | 1,153 | $250K | 0.0% | -44.8% | 0.006% | |
2/8/2024 | Beacon Pointe Advisors LLC | 136,669 | $29.65M | 0.4% | -2.0% | 0.695% | |
2/8/2024 | Kickstand Ventures LLC. | 3,710 | $805K | 0.2% | N/A | 0.019% | |
2/8/2024 | US Financial Advisors LLC | 16,920 | $3.67M | 1.4% | -0.3% | 0.086% | |
2/7/2024 | Avantax Advisory Services Inc. | 23,697 | $5.14M | 0.1% | -3.5% | 0.120% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 14,241 | $3.09M | 0.0% | +0.7% | 0.072% | |
2/7/2024 | JFS Wealth Advisors LLC | 1,627 | $353K | 0.0% | -25.3% | 0.008% | |
2/7/2024 | Johnson Investment Counsel Inc. | 2,575 | $559K | 0.0% | +47.1% | 0.013% | |
2/7/2024 | Endowment Wealth Management Inc. | 9,251 | $2.01M | 1.7% | +0.7% | 0.047% | |
2/7/2024 | Ethos Financial Group LLC | 5,589 | $1.21M | 0.3% | +111.4% | 0.028% | |