5/9/2024 | Charles Schwab Investment Advisory Inc. | 11,384,812 | $565.26M | 0.8% | -3.8% | 32.904% | |
5/8/2024 | Avantax Advisory Services Inc. | 12,638 | $627K | 0.0% | -2.5% | 0.037% | |
5/8/2024 | US Bancorp DE | 72,886 | $3.62M | 0.0% | -0.8% | 0.211% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,194 | $208K | 0.0% | -41.4% | 0.012% | |
5/4/2024 | Geneos Wealth Management Inc. | 8,126 | $403K | 0.0% | -8.5% | 0.023% | |
5/3/2024 | Larson Financial Group LLC | 1,413 | $70K | 0.0% | +68.8% | 0.004% | |
|
5/3/2024 | Callan Capital LLC | 121,693 | $6.04M | 0.5% | -8.2% | 0.352% | |
4/30/2024 | Private Advisor Group LLC | 11,336 | $563K | 0.0% | +6.0% | 0.033% | |
4/29/2024 | Commonwealth Equity Services LLC | 45,656 | $2.27M | 0.0% | +31.0% | 0.132% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 15,544 | $772K | 0.0% | N/A | 0.045% | |
4/24/2024 | Spire Wealth Management | 23,096 | $1.15M | 0.0% | -7.6% | 0.067% | |
4/23/2024 | Fifth Third Bancorp | 789 | $39K | 0.0% | N/A | 0.002% | |
4/22/2024 | Drive Wealth Management LLC | 26,126 | $1.30M | 0.4% | +19.5% | 0.076% | |
4/20/2024 | KWB Wealth | 68,821 | $3.42M | 0.5% | -72.3% | 0.199% | |
4/19/2024 | RTD Financial Advisors Inc. | 158,794 | $7.88M | 1.1% | -1.2% | 0.459% | |
4/19/2024 | Cornerstone Wealth Management LLC | 32,359 | $1.61M | 0.1% | +9.0% | 0.094% | |
4/18/2024 | Verum Partners LLC | 65,048 | $3.23M | 1.1% | -2.2% | 0.188% | |
4/18/2024 | Woodmont Investment Counsel LLC | 1,400 | $70K | 0.0% | N/A | 0.004% | |
4/18/2024 | Breakwater Capital Group | 68,554 | $3.40M | 0.9% | +1.4% | 0.198% | |
4/18/2024 | Arlington Financial Advisors LLC | 182,661 | $9.07M | 2.0% | -1.0% | 0.528% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 50,439 | $2.50M | 0.0% | +71.3% | 0.146% | |
4/15/2024 | Atlas Capital Advisors LLC | 25,453 | $1.26M | 0.2% | -3.7% | 0.074% | |
4/15/2024 | Flagstar Advisors Inc. | 16,868 | $838K | 0.2% | +50.4% | 0.049% | |
4/13/2024 | Retirement Planning Group LLC | 82,102 | $4.08M | 0.3% | -0.4% | 0.237% | |
4/12/2024 | Charles Schwab Trust Co | 303,542 | $15.07M | 1.4% | -3.1% | 0.877% | |
4/11/2024 | Paragon Capital Management Ltd | 7,111 | $353K | 0.1% | N/A | 0.020% | |
4/10/2024 | Johnson & White Wealth Management LLC | 263,061 | $13.06M | 9.5% | +11.4% | 0.748% | |
4/9/2024 | Lowe Wealth Advisors LLC | 14,741 | $732K | 0.3% | -1.8% | 0.042% | |
2/26/2024 | Integrated Advisors Network LLC | 25,292 | $1.20M | 0.1% | +5.8% | 0.072% | |
2/13/2024 | Oppenheimer & Co. Inc. | 23,245 | $1.10M | 0.0% | +1.8% | 0.066% | |
2/13/2024 | Belpointe Asset Management LLC | 20,000 | $948K | 0.1% | N/A | 0.057% | |
2/12/2024 | Fiduciary Trust Co | 11,629 | $551K | 0.0% | N/A | 0.033% | |
2/12/2024 | Parallel Advisors LLC | 5,261 | $249K | 0.0% | -7.7% | 0.015% | |
2/12/2024 | Fortis Capital Advisors LLC | 20,000 | $948K | 0.5% | N/A | 0.057% | |
2/9/2024 | Johnson Financial Group Inc. | 798 | $38K | 0.0% | +305.1% | 0.002% | |
2/9/2024 | Orion Portfolio Solutions LLC | 10,099 | $478K | 0.0% | -12.6% | 0.029% | |
2/9/2024 | US Bancorp DE | 73,472 | $3.48M | 0.0% | -11.4% | 0.209% | |
2/9/2024 | Corient Private Wealth LLC | 611,310 | $28.97M | 0.1% | +0.5% | 1.739% | |
2/9/2024 | Wells Fargo & Company MN | 313,118 | $14.84M | 0.0% | -5.2% | 0.891% | |
2/8/2024 | Financial Advocates Investment Management | 44,674 | $2.13M | 0.1% | -12.4% | 0.127% | |
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2/8/2024 | Advisor OS LLC | 26,311 | $1.25M | 0.2% | +9.8% | 0.075% | |
2/7/2024 | Avantax Advisory Services Inc. | 12,963 | $614K | 0.0% | -2.9% | 0.037% | |
2/7/2024 | JFS Wealth Advisors LLC | 14,714 | $697K | 0.1% | -4.1% | 0.042% | |
2/7/2024 | NBC Securities Inc. | 1,549 | $73K | 0.0% | N/A | 0.004% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 11,838,920 | $561.09M | 0.8% | +1.9% | 33.681% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,155 | $339K | 0.0% | +26.6% | 0.020% | |
2/6/2024 | Private Advisor Group LLC | 10,697 | $507K | 0.0% | -32.1% | 0.030% | |
2/6/2024 | Spire Wealth Management | 24,984 | $1.15M | 0.0% | +10.7% | 0.071% | |
2/6/2024 | Avidian Wealth Solutions LLC | 5,607 | $266K | 0.0% | -31.5% | 0.016% | |
2/5/2024 | Savant Capital LLC | 15,846 | $751K | 0.0% | -22.6% | 0.045% | |
2/3/2024 | Cedar Point Capital Partners LLC | 27,324 | $1.30M | 1.1% | N/A | 0.078% | |
2/2/2024 | Callan Capital LLC | 132,523 | $6.28M | 0.6% | -7.8% | 0.377% | |
2/1/2024 | Larson Financial Group LLC | 837 | $40K | 0.0% | -63.8% | 0.002% | |
2/1/2024 | Foster & Motley Inc. | 16,512 | $783K | 0.1% | -4.4% | 0.047% | |
1/31/2024 | Red Tortoise LLC | 38,155 | $1.81M | 1.0% | +0.7% | 0.109% | |
1/31/2024 | Archer Investment Corp | 64,018 | $3.03M | 1.0% | -2.6% | 0.182% | |
1/29/2024 | McNamara Financial Services Inc. | 6,325 | $300K | 0.1% | N/A | 0.018% | |
1/26/2024 | Cerity Partners LLC | 20,619 | $977K | 0.0% | +132.2% | 0.059% | |
1/26/2024 | Geneos Wealth Management Inc. | 8,880 | $421K | 0.0% | -7.8% | 0.025% | |
1/24/2024 | Arlington Trust Co LLC | 565 | $27K | 0.0% | N/A | 0.002% | |
1/24/2024 | Private Trust Co. NA | 650 | $31K | 0.0% | -52.5% | 0.002% | |
1/24/2024 | Breakwater Capital Group | 67,585 | $3.13M | 0.9% | +1.1% | 0.192% | |
1/22/2024 | Drive Wealth Management LLC | 21,859 | $1.04M | 0.3% | +13.6% | 0.062% | |
1/19/2024 | Foster Victor Wealth Advisors LLC | 86,959 | $4.11M | 0.4% | -8.0% | 0.247% | |
1/19/2024 | Flagstar Advisors Inc. | 11,212 | $531K | 0.2% | N/A | 0.032% | |
1/18/2024 | Chilton Capital Management LLC | 1,040 | $49K | 0.0% | -24.4% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 3,308 | $144K | 0.0% | +376.0% | 0.009% | |
1/18/2024 | Verum Partners LLC | 66,523 | $3.15M | 1.2% | -6.4% | 0.189% | |
1/17/2024 | Johnson & White Wealth Management LLC | 236,168 | $11.19M | 9.3% | +0.8% | 0.672% | |
1/17/2024 | RTD Financial Advisors Inc. | 160,768 | $7.62M | 1.1% | -0.9% | 0.457% | |
1/16/2024 | HBW Advisory Services LLC | 4,447 | $211K | 0.0% | -5.5% | 0.013% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,370 | $444K | 0.0% | -52.5% | 0.027% | |
1/16/2024 | Prairiewood Capital LLC | 14,700 | $697K | 0.4% | -3.8% | 0.042% | |
1/16/2024 | Retirement Planning Group LLC | 82,402 | $3.91M | 0.3% | -9.9% | 0.234% | |
1/11/2024 | Aries Wealth Management | 20,061 | $951K | 0.3% | +9.5% | 0.057% | |
1/11/2024 | KWB Wealth | 248,085 | $11.76M | 1.7% | +46.3% | 0.706% | |
1/10/2024 | Cornerstone Wealth Management LLC | 29,689 | $1.41M | 0.1% | +13.8% | 0.084% | |
1/10/2024 | Charles Schwab Trust Co | 313,214 | $14.84M | 1.5% | +3.5% | 0.891% | |
1/9/2024 | Arlington Financial Advisors LLC | 184,537 | $8.75M | 2.6% | +1.5% | 0.525% | |
1/5/2024 | Lowe Wealth Advisors LLC | 15,006 | $711K | 0.4% | +4.2% | 0.043% | |
11/16/2023 | Integrated Advisors Network LLC | 23,910 | $1.04M | 0.1% | +4.0% | 0.068% | |
11/15/2023 | Scotia Capital Inc. | 11,461 | $499K | 0.0% | -17.8% | 0.033% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 41,389 | $1.80M | 0.6% | +2.1% | 0.118% | |
11/15/2023 | Glenmede Trust Co. NA | 66,756 | $2.91M | 0.0% | +1.1% | 0.190% | |
11/14/2023 | Three Bridge Wealth Advisors LLC | 24,683 | $1.07M | 0.4% | +7.9% | 0.070% | |
11/13/2023 | Mariner LLC | 29,755 | $1.30M | 0.0% | +5.1% | 0.085% | |
11/13/2023 | LPL Financial LLC | 682,312 | $29.70M | 0.0% | +24.6% | 1.941% | |
11/13/2023 | Rathbones Group PLC | 14,600 | $636K | 0.0% | N/A | 0.042% | |
11/13/2023 | Cambria Investment Management L.P. | 6,418 | $279K | 0.0% | -3.7% | 0.018% | |
11/13/2023 | Invesco Ltd. | 4,621,159 | $201.16M | 0.1% | -2.2% | 13.147% | |
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11/13/2023 | Envestnet Asset Management Inc. | 309,169 | $13.46M | 0.0% | +21.3% | 0.880% | |
11/9/2023 | Hardy Reed LLC | 7,923 | $345K | 0.1% | N/A | 0.023% | |
11/9/2023 | UBS Group AG | 69,947 | $3.05M | 0.0% | +3.9% | 0.199% | |
11/8/2023 | HighTower Advisors LLC | 77,182 | $3.36M | 0.0% | +5.3% | 0.220% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 11,618,335 | $505.75M | 0.8% | -2.5% | 33.054% | |
11/8/2023 | Archer Investment Corp | 65,736 | $2.86M | 1.0% | +0.9% | 0.187% | |
11/8/2023 | Spire Wealth Management | 22,574 | $983K | 0.0% | +46.2% | 0.064% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 42,686 | $1.86M | 0.0% | +3.2% | 0.121% | |
11/7/2023 | Savant Capital LLC | 20,461 | $891K | 0.0% | +2.1% | 0.058% | |
11/7/2023 | Cornerstone Wealth Management LLC | 26,087 | $1.14M | 0.1% | +13.4% | 0.074% | |