5/13/2024 | Shakespeare Wealth Management LLC | 69,213 | $2.46M | 0.7% | -5.4% | 0.074% | |
4/18/2024 | Hexagon Capital Partners LLC | 2,581 | $92K | 0.0% | +37.6% | 0.003% | |
4/11/2024 | Fortitude Family Office LLC | 57,667 | $2.05M | 1.4% | +41.1% | 0.065% | |
4/1/2024 | Appleton Partners Inc. MA | 8,600 | $305K | 0.0% | N/A | 0.010% | |
2/20/2024 | Able Wealth Management LLC | 2,043 | $71K | 0.1% | N/A | 0.002% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 5,834 | $203K | 0.0% | N/A | 0.007% | |
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2/6/2024 | Howe & Rusling Inc. | 2,020 | $70K | 0.0% | +301.6% | 0.002% | |
2/5/2024 | Hexagon Capital Partners LLC | 1,876 | $65K | 0.0% | +351.0% | 0.002% | |
2/5/2024 | Savant Capital LLC | 23,409 | $816K | 0.0% | +1.9% | 0.026% | |
1/18/2024 | Planned Solutions Inc. | 992 | $35K | 0.0% | N/A | 0.001% | |
1/16/2024 | Bangor Savings Bank | 1,100 | $38K | 0.0% | N/A | 0.001% | |
1/12/2024 | Fortitude Family Office LLC | 40,861 | $1.42M | 1.1% | N/A | 0.046% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 248,152 | $8.45M | 0.3% | +39.7% | 0.279% | |
1/10/2024 | Moller Financial Services | 86,255 | $3.01M | 0.8% | +7.6% | 0.097% | |
11/24/2023 | EP Wealth Advisors LLC | 4,110 | $132K | 0.0% | N/A | 0.005% | |
11/15/2023 | Integrated Wealth Concepts LLC | 79,499 | $2.56M | 0.0% | +1.2% | 0.090% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 71,855 | $2.31M | 0.8% | +1.9% | 0.081% | |
11/13/2023 | Asset Dedication LLC | 48,240 | $1.54M | 0.1% | -13.0% | 0.054% | |
11/1/2023 | Annex Advisory Services LLC | 10,957 | $352K | 0.0% | -7.4% | 0.012% | |
10/12/2023 | AdvisorNet Financial Inc | 1,821 | $59K | 0.0% | +467.3% | 0.002% | |
8/22/2023 | Asset Dedication LLC | 55,437 | $1.83M | 0.2% | -4.3% | 0.062% | |
8/14/2023 | United Capital Financial Advisers LLC | 797,121 | $26.46M | 0.1% | +1.0% | 0.898% | |
8/11/2023 | Shakespeare Wealth Management Inc. | 70,503 | $2.34M | 0.8% | -9.1% | 0.079% | |
8/9/2023 | Flow Traders U.S. LLC | 110,403 | $3.66M | 0.2% | -69.2% | 0.125% | |
8/3/2023 | Jackson Creek Investment Advisors LLC | 22,205 | $737K | 0.3% | -6.5% | 0.025% | |
7/26/2023 | Arlington Partners LLC | 1,129 | $37K | 0.0% | N/A | 0.001% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 8,921 | $296K | 0.0% | +9.2% | 0.010% | |
5/15/2023 | Flow Traders U.S. LLC | 358,914 | $11.89M | 0.5% | +1,175.4% | 0.413% | |
5/5/2023 | Assetmark Inc. | 1,570 | $52K | 0.0% | +32.6% | 0.002% | |
5/3/2023 | Integrated Wealth Concepts LLC | 96,377 | $3.19M | 0.1% | +4.7% | 0.111% | |
5/2/2023 | Jackson Creek Investment Advisors LLC | 23,749 | $787K | 0.3% | -4.0% | 0.027% | |
4/24/2023 | Asset Dedication LLC | 57,915 | $1.91M | 0.2% | -0.8% | 0.067% | |
2/13/2023 | Shakespeare Wealth Management Inc. | 85,840 | $2.68M | 1.0% | +11.4% | 0.099% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 8,018 | $251K | 0.0% | +4.5% | 0.009% | |
2/6/2023 | Princeton Global Asset Management LLC | 10,535 | $329K | 0.1% | +5.3% | 0.012% | |
2/6/2023 | Jackson Creek Investment Advisors LLC | 24,747 | $774K | 0.3% | +3.5% | 0.029% | |
2/3/2023 | Ellevest Inc. | 1,068 | $33K | 0.0% | N/A | 0.001% | |
2/2/2023 | Alera Investment Advisors LLC | 17,246 | $539K | 0.1% | N/A | 0.020% | |
1/20/2023 | Miracle Mile Advisors LLC | 143,609 | $4.49M | 0.2% | +1.0% | 0.166% | |
1/19/2023 | Asset Dedication LLC | 58,407 | $1.82M | 0.2% | -2.8% | 0.068% | |
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1/18/2023 | Godsey & Gibb Inc. | 1,707 | $53K | 0.0% | N/A | 0.002% | |
1/10/2023 | Lbmc Investment Advisors LLC | 7,061 | $221K | 0.0% | N/A | 0.008% | |
1/4/2023 | Bartlett & Co. LLC | 811 | $25K | 0.0% | +391.5% | 0.001% | |
12/30/2022 | Versant Capital Management Inc | 5,432 | $148K | 0.1% | +10.6% | 0.006% | |
11/15/2022 | Flow Traders U.S. LLC | 22,636 | $615K | 0.0% | -78.3% | 0.027% | |
11/14/2022 | United Capital Financial Advisers LLC | 800,720 | $21.77M | 0.1% | +0.9% | 0.949% | |
11/14/2022 | OLD Mission Capital LLC | 52,186 | $1.42M | 0.0% | +143.6% | 0.062% | |
11/9/2022 | Jackson Creek Investment Advisors LLC | 23,908 | $650K | 0.3% | +5.0% | 0.028% | |
10/27/2022 | Asset Dedication LLC | 60,103 | $1.63M | 0.2% | N/A | 0.071% | |
10/24/2022 | Miracle Mile Advisors LLC | 142,160 | $3.87M | 0.2% | +3.0% | 0.168% | |
10/17/2022 | Hexagon Capital Partners LLC | 1,853 | $50K | 0.0% | N/A | 0.002% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 7,670 | $209K | 0.0% | N/A | 0.009% | |
8/23/2022 | Captrust Financial Advisors | 2,575 | $78K | 0.0% | +1,379.9% | 0.003% | |
8/13/2022 | Flow Traders U.S. LLC | 104,146 | $3.17M | 0.2% | -11.1% | 0.128% | |
8/12/2022 | United Capital Financial Advisers LLC | 793,616 | $24.13M | 0.1% | +0.2% | 0.976% | |
8/8/2022 | Integrated Wealth Concepts LLC | 77,448 | $2.36M | 0.1% | N/A | 0.095% | |
8/8/2022 | Alera Investment Advisors LLC | 18,630 | $567K | 0.2% | N/A | 0.023% | |
8/8/2022 | Strategic Wealth Investment Group LLC | 12,112 | $368K | 0.1% | N/A | 0.015% | |
8/5/2022 | OLD Mission Capital LLC | 21,421 | $651K | 0.0% | -35.7% | 0.026% | |
8/4/2022 | Princeton Global Asset Management LLC | 10,186 | $310K | 0.1% | -4.1% | 0.013% | |
8/2/2022 | Versant Capital Management Inc | 4,910 | $149K | 0.1% | -11.6% | 0.006% | |
7/28/2022 | True North Advisors LLC | 58,848 | $1.79M | 0.6% | -3.9% | 0.073% | |
7/15/2022 | Miracle Mile Advisors LLC | 137,994 | $4.20M | 0.2% | +14.4% | 0.175% | |
5/16/2022 | United Capital Financial Advisers LLC | 792,205 | $28.03M | 0.1% | +1.3% | 1.005% | |
5/12/2022 | True North Advisors LLC | 61,224 | $2.17M | 0.6% | -16.1% | 0.078% | |
5/11/2022 | Nvwm LLC | 1,850 | $65K | 0.0% | N/A | 0.002% | |
5/9/2022 | Lansing Street Advisors | 925 | $32K | 0.0% | N/A | 0.001% | |
5/6/2022 | Princeton Global Asset Management LLC | 10,617 | $376K | 0.1% | +4.2% | 0.014% | |
5/3/2022 | Fort Washington Investment Advisors Inc. OH | 8,765 | $310K | 0.0% | N/A | 0.011% | |
5/3/2022 | Jackson Creek Investment Advisors LLC | 22,697 | $803K | 0.3% | -35.0% | 0.030% | |
4/28/2022 | Foster & Motley Inc. | 6,203 | $219K | 0.0% | -31.1% | 0.008% | |
4/25/2022 | Miracle Mile Advisors LLC | 120,591 | $4.27M | 0.2% | +3.9% | 0.160% | |
4/21/2022 | Asset Dedication LLC | 67,185 | $2.37M | 0.3% | -4.0% | 0.089% | |
3/17/2022 | Lbmc Investment Advisors LLC | 7,061 | $264K | 0.0% | -10.5% | 0.009% | |
2/18/2022 | Rather & Kittrell Inc. | 1,240 | $45K | 0.0% | N/A | 0.002% | |
2/11/2022 | True North Advisors LLC | 73,008 | $2.73M | 0.5% | N/A | 0.097% | |
2/10/2022 | OLD Mission Capital LLC | 34,058 | $1.27M | 0.1% | -24.7% | 0.046% | |
2/9/2022 | Baird Financial Group Inc. | 6,321 | $236K | 0.0% | N/A | 0.008% | |
2/2/2022 | Princeton Global Asset Management LLC | 10,185 | $381K | 0.1% | -4.2% | 0.014% | |
2/1/2022 | Jackson Creek Investment Advisors LLC | 34,897 | $1.31M | 0.5% | -5.7% | 0.047% | |
1/25/2022 | Foster & Motley Inc. | 9,009 | $337K | 0.0% | -22.0% | 0.012% | |
1/21/2022 | Asset Dedication LLC | 70,008 | $2.61M | 0.3% | +4.9% | 0.095% | |
1/20/2022 | Parallel Advisors LLC | 1,738 | $65K | 0.0% | -88.6% | 0.002% | |
1/18/2022 | Miracle Mile Advisors LLC | 116,047 | $4.34M | 0.2% | +3.6% | 0.158% | |
1/12/2022 | IFP Advisors Inc | 1,314 | $50K | 0.0% | -61.1% | 0.002% | |
1/10/2022 | Shakespeare Wealth Management Inc. | 83,578 | $4.52M | 1.6% | +11.2% | 0.114% | |
1/6/2022 | Vigilant Capital Management LLC | 2,809 | $105K | 0.0% | +4,581.7% | 0.004% | |
11/17/2021 | Wealth Quarterback LLC | 1,101 | $42K | 0.0% | N/A | 0.002% | |
11/16/2021 | United Capital Financial Advisers LLC | 749,611 | $29.02M | 0.1% | +5.3% | 1.051% | |
11/15/2021 | Lbmc Investment Advisors LLC | 7,893 | $272K | 0.0% | +18.7% | 0.011% | |
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11/12/2021 | OLD Mission Capital LLC | 45,233 | $1.75M | 0.1% | N/A | 0.063% | |
11/3/2021 | Princeton Global Asset Management LLC | 412 | $41K | 0.1% | -96.1% | 0.001% | |
11/2/2021 | Cambridge Investment Research Advisors Inc. | 5,546 | $215K | 0.0% | N/A | 0.008% | |
11/1/2021 | Miracle Mile Advisors LLC | 111,976 | $4.34M | 0.2% | +3.5% | 0.158% | |
10/29/2021 | Foster & Motley Inc. | 11,551 | $447K | 0.0% | -19.7% | 0.016% | |
10/6/2021 | IFP Advisors Inc | 3,379 | $135K | 0.0% | +234.2% | 0.005% | |
8/13/2021 | United Capital Financial Advisers LLC | 712,219 | $27.96M | 0.1% | -5.6% | 1.026% | |
8/12/2021 | Strategic Blueprint LLC | 9,682 | $380K | 0.1% | -7.7% | 0.014% | |
8/11/2021 | Baird Financial Group Inc. | 5,289 | $208K | 0.0% | -48.9% | 0.008% | |
8/6/2021 | Parallel Advisors LLC | 7,656 | $300K | 0.0% | +13.6% | 0.011% | |