5/9/2024 | SageView Advisory Group LLC | 3,819 | $396K | 0.0% | N/A | 0.118% | |
5/4/2024 | 9258 Wealth Management LLC | 2,028 | $210K | 0.0% | N/A | 0.062% | |
4/23/2024 | Financial Consulate Inc. | 74,117 | $7.69M | 2.3% | +9.9% | 2.281% | |
4/22/2024 | Rainey & Randall Investment Management Inc. | 89,664 | $9.30M | 2.2% | +2.0% | 2.759% | |
4/19/2024 | Retirement Guys Formula LLC | 43,593 | $4.52M | 2.2% | +1.8% | 1.211% | |
4/19/2024 | Hudson Capital Management LLC | 28,785 | $2.99M | 1.0% | +2.9% | 0.800% | |
|
4/9/2024 | Great Waters Wealth Management | 3,626 | $376K | 0.1% | -24.3% | 0.101% | |
4/3/2024 | Stairway Partners LLC | 243,665 | $25.26M | 2.0% | -0.2% | 6.768% | |
2/12/2024 | Fortress Wealth Management Inc. | 4,699 | $475K | 0.3% | -4.1% | 0.131% | |
2/9/2024 | Commerce Bank | 22,988 | $2.32M | 0.0% | -2.3% | 0.639% | |
2/9/2024 | Wells Fargo & Company MN | 88,973 | $8.99M | 0.0% | -16.2% | 2.471% | |
2/8/2024 | Brown Advisory Inc. | 4,613 | $466K | 0.0% | -2.3% | 0.128% | |
2/8/2024 | Beacon Pointe Advisors LLC | 28,579 | $2.89M | 0.0% | -0.4% | 0.794% | |
2/6/2024 | Merit Financial Group LLC | 6,160 | $623K | 0.0% | -30.5% | 0.171% | |
2/2/2024 | Addison Advisors LLC | 9,580 | $968K | 0.4% | +1.6% | 0.266% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 14,800 | $1.50M | 0.0% | -1.2% | 0.411% | |
2/1/2024 | Rainey & Randall Investment Management Inc. | 87,882 | $8.88M | 2.3% | +1.4% | 2.441% | |
2/1/2024 | Nicholas Hoffman & Company LLC. | 2,782 | $281K | 0.0% | N/A | 0.077% | |
2/1/2024 | Financial Consulate Inc. | 67,417 | $6.81M | 2.2% | +7.6% | 1.873% | |
1/30/2024 | Vontobel Holding Ltd. | 334,225 | $33.78M | 0.2% | -7.0% | 9.284% | |
1/22/2024 | Retirement Guys Formula LLC | 42,804 | $4.33M | 2.3% | N/A | 1.189% | |
1/19/2024 | Great Waters Wealth Management | 4,787 | $477K | 0.1% | +2.7% | 0.133% | |
1/19/2024 | L. Roy Papp & Associates LLP | 5,160 | $522K | 0.1% | -3.6% | 0.143% | |
1/16/2024 | Raymond James & Associates | 10,419 | $1.05M | 0.0% | -10.3% | 0.289% | |
1/11/2024 | Hudson Capital Management LLC | 27,966 | $2.83M | 1.0% | +2.0% | 0.777% | |
1/3/2024 | Stairway Partners LLC | 244,137 | $24.67M | 2.5% | -0.7% | 6.782% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 14,982 | $1.46M | 0.0% | +11.6% | 0.416% | |
11/9/2023 | Deutsche Bank AG | 19,561 | $1.90M | 0.0% | -31.2% | 0.543% | |
11/8/2023 | HighTower Advisors LLC | 21,269 | $2.07M | 0.0% | +5.1% | 0.591% | |
11/8/2023 | Atria Wealth Solutions Inc. | 14,778 | $1.44M | 0.0% | +1.4% | 0.411% | |
11/8/2023 | Banco Santander S.A. | 19,512 | $1.90M | 0.0% | -37.0% | 0.542% | |
11/7/2023 | Addison Advisors LLC | 9,430 | $917K | 0.4% | +22.1% | 0.262% | |
11/3/2023 | ORG Partners LLC | 259 | $25K | 0.0% | N/A | 0.007% | |
10/27/2023 | Hudson Capital Management LLC | 27,425 | $2.67M | 0.9% | +2.6% | 0.762% | |
10/25/2023 | Brown Advisory Inc. | 4,721 | $459K | 0.0% | -2.9% | 0.131% | |
10/24/2023 | Raymond James & Associates | 11,617 | $1.13M | 0.0% | -4.8% | 0.323% | |
10/24/2023 | Financial Consulate Inc. | 62,646 | $6.09M | 2.7% | +51.5% | 1.740% | |
10/23/2023 | Sheets Smith Wealth Management | 4,622 | $449K | 0.1% | -33.3% | 0.128% | |
10/17/2023 | Rainey & Randall Investment Management Inc. | 86,710 | $8.41M | 1.6% | +10.8% | 2.409% | |
10/11/2023 | Stairway Partners LLC | 245,907 | $23.91M | 2.6% | -21.2% | 6.831% | |
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10/11/2023 | Vontobel Holding Ltd. | 359,525 | $34.96M | 0.2% | -5.4% | 9.987% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 3,799 | $369K | 0.2% | +164.7% | 0.106% | |
8/14/2023 | Jefferies Financial Group Inc. | 12,055 | $1.20M | 0.0% | +27.0% | 0.335% | |
8/10/2023 | Cetera Advisor Networks LLC | 4,706 | $467K | 0.0% | +3.5% | 0.131% | |
8/9/2023 | Flow Traders U.S. LLC | 28,460 | $2.82M | 0.1% | +24.5% | 0.791% | |
8/9/2023 | Sheets Smith Wealth Management | 6,930 | $687K | 0.1% | +4.0% | 0.193% | |
8/8/2023 | Commerce Bank | 23,661 | $2.35M | 0.0% | -3.3% | 0.657% | |
8/3/2023 | Atria Wealth Solutions Inc. | 14,578 | $1.45M | 0.0% | +0.9% | 0.405% | |
8/3/2023 | Addison Advisors LLC | 7,725 | $766K | 0.4% | -4.4% | 0.215% | |
8/1/2023 | Merit Financial Group LLC | 8,951 | $888K | 0.0% | N/A | 0.249% | |
7/31/2023 | LPL Financial LLC | 104,673 | $10.38M | 0.0% | +3.5% | 2.908% | |
7/26/2023 | Fortress Wealth Management Inc. | 5,016 | $497K | 0.3% | -2.4% | 0.139% | |
7/25/2023 | Raymond James & Associates | 12,207 | $1.21M | 0.0% | -2.5% | 0.339% | |
7/24/2023 | Vontobel Holding Ltd. | 380,236 | $37.71M | 0.2% | +2.1% | 10.562% | |
7/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 13,425 | $1.33M | 0.0% | -1.8% | 0.373% | |
7/21/2023 | Creative Planning | 6,419 | $637K | 0.0% | -4.4% | 0.178% | |
7/21/2023 | Financial Consulate Inc. | 41,354 | $4.10M | 1.7% | +15.9% | 1.149% | |
7/20/2023 | Bank Julius Baer & Co. Ltd Zurich | 13,425,416 | $1.33B | 0.0% | +98,060.5% | 372.928% | |
7/17/2023 | Retirement Guys Formula LLC | 44,172 | $4.38M | 2.5% | +221.0% | 1.227% | |
7/17/2023 | Rainey & Randall Investment Management Inc. | 78,280 | $7.76M | 2.3% | +8.8% | 2.174% | |
7/13/2023 | Hudson Capital Management LLC | 26,724 | $2.65M | 1.0% | +2.2% | 0.742% | |
7/10/2023 | Ameliora Wealth Management Ltd. | 1,435 | $142K | 0.1% | -50.0% | 0.040% | |
7/10/2023 | Stairway Partners LLC | 312,008 | $30.94M | 2.7% | +0.5% | 8.667% | |
5/26/2023 | Sheets Smith Wealth Management | 6,663 | $669K | 0.1% | N/A | 0.183% | |
5/15/2023 | PGIM Custom Harvest LLC | 14,882 | $1.49M | 0.1% | -1.5% | 0.408% | |
5/15/2023 | Cullen Capital Management LLC | 9,591 | $962K | 0.0% | -17.4% | 0.263% | |
5/15/2023 | Flow Traders U.S. LLC | 22,867 | $2.30M | 0.1% | +340.9% | 0.626% | |
5/12/2023 | Itau Unibanco Holding S.A. | 12,500 | $1.25M | 0.1% | N/A | 0.342% | |
5/11/2023 | Financial Advocates Investment Management | 9,080 | $911K | 0.1% | +5.6% | 0.249% | |
5/10/2023 | Resources Investment Advisors LLC. | 61,007 | $6.12M | 0.1% | -9.8% | 1.671% | |
5/10/2023 | LPL Financial LLC | 101,171 | $10.15M | 0.0% | +19.2% | 2.772% | |
5/10/2023 | Banco Santander S.A. | 35,942 | $3.61M | 0.1% | -27.1% | 0.985% | |
5/9/2023 | Addison Advisors LLC | 8,082 | $811K | 0.5% | +8.1% | 0.221% | |
5/8/2023 | Arlington Financial Advisors LLC | 4,279 | $429K | 0.2% | -19.8% | 0.117% | |
5/4/2023 | Commerce Bank | 24,459 | $2.45M | 0.0% | -1.3% | 0.670% | |
4/25/2023 | Great Waters Wealth Management | 4,744 | $467K | 0.1% | -7.1% | 0.130% | |
4/24/2023 | Rainey & Randall Investment Management Inc. | 71,956 | $7.22M | 2.3% | +12.6% | 1.971% | |
4/20/2023 | Fortress Wealth Management Inc. | 5,137 | $515K | 0.4% | -41.1% | 0.141% | |
4/18/2023 | Retirement Guys Formula LLC | 13,762 | $1.38M | 1.0% | N/A | 0.377% | |
4/18/2023 | Hudson Capital Management LLC | 26,138 | $2.62M | 1.0% | +2.5% | 0.716% | |
4/17/2023 | Financial Consulate Inc. | 35,671 | $3.58M | 1.2% | +19.9% | 0.977% | |
4/14/2023 | Raymond James & Associates | 12,517 | $1.26M | 0.0% | +10.8% | 0.343% | |
4/12/2023 | Vontobel Holding Ltd. | 372,521 | $37.38M | 0.2% | -1.7% | 10.206% | |
4/4/2023 | Stairway Partners LLC | 310,368 | $31.14M | 2.7% | +7.1% | 8.868% | |
3/6/2023 | OLD Mission Capital LLC | 61,778 | $5.93M | 0.2% | -39.9% | 1.765% | |
2/27/2023 | Kalos Management Inc. | 424 | $41K | 0.1% | N/A | 0.012% | |
2/13/2023 | Atria Wealth Solutions Inc. | 14,453 | $1.39M | 0.0% | -4.1% | 0.413% | |
2/10/2023 | Creative Planning | 8,277 | $795K | 0.0% | -14.3% | 0.236% | |
2/10/2023 | CoreCap Advisors LLC | 1,770 | $170K | 0.0% | N/A | 0.051% | |
2/10/2023 | Commerce Bank | 24,771 | $2.38M | 0.0% | -4.8% | 0.708% | |
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2/9/2023 | HighTower Advisors LLC | 20,290 | $1.94M | 0.0% | -1.6% | 0.580% | |
2/8/2023 | Raymond James & Associates | 11,298 | $1.09M | 0.0% | -2.6% | 0.323% | |
2/7/2023 | Addison Advisors LLC | 7,477 | $718K | 0.4% | -12.5% | 0.214% | |
2/7/2023 | LPL Financial LLC | 84,865 | $8.15M | 0.0% | +118.5% | 2.425% | |
2/7/2023 | Envestnet Asset Management Inc. | 2,890 | $278K | 0.0% | -18.4% | 0.083% | |
2/3/2023 | Great Waters Wealth Management | 5,109 | $543K | 0.1% | N/A | 0.146% | |
2/2/2023 | Resources Investment Advisors LLC. | 67,652 | $6.50M | 0.2% | -28.1% | 1.933% | |
1/31/2023 | Birch Hill Investment Advisors LLC | 2,121 | $204K | 0.0% | N/A | 0.061% | |
1/24/2023 | Bank Julius Baer & Co. Ltd Zurich | 13,677 | $1.31M | 0.0% | -21.5% | 0.391% | |
1/19/2023 | Arlington Financial Advisors LLC | 5,335 | $512K | 0.2% | N/A | 0.152% | |