5/17/2024 | Comerica Bank | 2,797 | $54K | 0.0% | +98.2% | 0.004% | |
5/16/2024 | Waverly Advisors LLC | 102,744 | $2.00M | 0.0% | -2.2% | 0.165% | |
5/14/2024 | OLD Mission Capital LLC | 187,069 | $3.64M | 0.1% | N/A | 0.300% | |
5/9/2024 | Orion Portfolio Solutions LLC | 1,336,706 | $26.01M | 0.3% | -52.0% | 2.140% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 25,939,683 | $504.79M | 0.7% | -2.7% | 41.537% | |
5/8/2024 | Avantax Advisory Services Inc. | 300,564 | $5.85M | 0.1% | -49.9% | 0.481% | |
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5/2/2024 | Daiwa Securities Group Inc. | 765,500 | $14.90M | 0.1% | +54.5% | 1.226% | |
5/1/2024 | Sequoia Financial Advisors LLC | 38,909 | $757K | 0.0% | -18.8% | 0.062% | |
4/30/2024 | Private Advisor Group LLC | 66,094 | $1.29M | 0.0% | +32.1% | 0.106% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 20,524 | $407K | 0.1% | -34.5% | 0.033% | |
4/23/2024 | Global Retirement Partners LLC | 4,781 | $93K | 0.0% | N/A | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 11,319 | $220K | 0.0% | N/A | 0.018% | |
4/22/2024 | Drive Wealth Management LLC | 99,476 | $1.94M | 0.5% | +53.0% | 0.159% | |
4/22/2024 | Edge Financial Advisors LLC | 40,860 | $796K | 0.7% | N/A | 0.065% | |
4/20/2024 | KWB Wealth | 149,317 | $2.91M | 0.4% | -17.3% | 0.239% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 239,575 | $4.66M | 0.0% | -15.2% | 0.384% | |
4/15/2024 | Flagstar Advisors Inc. | 10,818 | $211K | 0.1% | +7.7% | 0.017% | |
4/12/2024 | Ignite Planners LLC | 13,681 | $266K | 0.1% | -3.8% | 0.022% | |
4/11/2024 | Paragon Capital Management Ltd | 18,298 | $356K | 0.1% | N/A | 0.027% | |
4/10/2024 | Johnson & White Wealth Management LLC | 201,078 | $3.91M | 2.8% | +16.7% | 0.294% | |
4/10/2024 | One Plus One Wealth Management LLC | 258,870 | $5.04M | 2.9% | -24.2% | 0.378% | |
4/9/2024 | Lowe Wealth Advisors LLC | 41,023 | $798K | 0.4% | +11.0% | 0.060% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,688 | $32K | 0.0% | +352.5% | 0.002% | |
2/12/2024 | Goldstein Advisors LLC | 529,542 | $10.11M | 1.7% | +0.8% | 0.774% | |
2/12/2024 | Fiduciary Trust Co | 63,619 | $1.22M | 0.0% | N/A | 0.093% | |
2/12/2024 | Sar Wealth Management Group LLC | 14,804 | $283K | 0.3% | N/A | 0.022% | |
2/9/2024 | Johnson Financial Group Inc. | 1,782 | $34K | 0.0% | +538.7% | 0.003% | |
2/9/2024 | Sepio Capital LP | 87,103 | $1.66M | 0.1% | +217.5% | 0.127% | |
2/9/2024 | Orion Portfolio Solutions LLC | 2,782,675 | $52.40M | 0.6% | +0.2% | 4.065% | |
2/9/2024 | Corient Private Wealth LLC | 29,401 | $562K | 0.0% | +17.0% | 0.043% | |
2/9/2024 | Wells Fargo & Company MN | 533,198 | $10.18M | 0.0% | -19.7% | 0.779% | |
2/8/2024 | SigFig Wealth Management LLC | 96,207 | $1.84M | 0.1% | +0.8% | 0.141% | |
2/8/2024 | Lmcg Investments LLC | 17,211 | $329K | 0.0% | +5.9% | 0.025% | |
2/7/2024 | Avantax Advisory Services Inc. | 599,971 | $11.46M | 0.1% | -5.5% | 0.877% | |
2/7/2024 | JFS Wealth Advisors LLC | 15,906 | $304K | 0.0% | -3.2% | 0.023% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 26,672,444 | $509.44M | 0.7% | +1.6% | 38.966% | |
2/6/2024 | Apollon Wealth Management LLC | 18,323 | $350K | 0.0% | N/A | 0.027% | |
2/6/2024 | Private Advisor Group LLC | 50,049 | $956K | 0.0% | +19.7% | 0.073% | |
2/6/2024 | First Horizon Advisors Inc. | 2,513 | $48K | 0.0% | N/A | 0.004% | |
2/1/2024 | Foster & Motley Inc. | 205,027 | $3.92M | 0.3% | -3.2% | 0.300% | |
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2/1/2024 | Capital Investment Advisory Services LLC | 8,559 | $163K | 0.0% | +7.1% | 0.013% | |
2/1/2024 | CWM LLC | 7,608 | $145K | 0.0% | +27.3% | 0.011% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 31,342 | $599K | 0.1% | -2.6% | 0.046% | |
1/31/2024 | Daiwa Securities Group Inc. | 495,500 | $9.46M | 0.1% | -49.0% | 0.724% | |
1/30/2024 | Signet Financial Management LLC | 11,278 | $215K | 0.0% | -14.6% | 0.016% | |
1/26/2024 | Cerity Partners LLC | 48,935 | $934K | 0.0% | +268.6% | 0.071% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,347 | $64K | 0.0% | -30.7% | 0.005% | |
1/26/2024 | Sequoia Financial Advisors LLC | 47,945 | $916K | 0.0% | +46.6% | 0.070% | |
1/22/2024 | Drive Wealth Management LLC | 65,023 | $1.24M | 0.4% | -20.9% | 0.095% | |
1/22/2024 | One Plus One Wealth Management LLC | 341,682 | $6.53M | 4.0% | +145.1% | 0.499% | |
1/19/2024 | Flagstar Advisors Inc. | 10,042 | $192K | 0.1% | N/A | 0.015% | |
1/17/2024 | Johnson & White Wealth Management LLC | 172,274 | $3.29M | 2.7% | +4.8% | 0.252% | |
1/16/2024 | Raymond James & Associates | 134,620 | $2.57M | 0.0% | -12.2% | 0.197% | |
1/16/2024 | Wealthsource Partners LLC | 27,769 | $530K | 0.0% | -12.6% | 0.041% | |
1/11/2024 | Aries Wealth Management | 135,984 | $2.60M | 0.9% | +25.6% | 0.199% | |
1/11/2024 | KWB Wealth | 180,454 | $3.45M | 0.5% | +8.2% | 0.264% | |
1/10/2024 | Charles Schwab Trust Co | 80,117 | $1.53M | 0.2% | -12.3% | 0.117% | |
1/9/2024 | Ignite Planners LLC | 14,222 | $268K | 0.1% | -12.3% | 0.021% | |
1/9/2024 | Arlington Financial Advisors LLC | 556,415 | $10.63M | 3.2% | N/A | 0.813% | |
1/5/2024 | Lowe Wealth Advisors LLC | 36,960 | $706K | 0.3% | +4.0% | 0.054% | |
11/15/2023 | Ameriprise Financial Inc. | 2,234,400 | $39.69M | 0.0% | +0.5% | 3.264% | |
11/14/2023 | Waverly Advisors LLC | 2,091,805 | $37.28M | 1.6% | -5.7% | 3.056% | |
11/13/2023 | Mariner LLC | 32,362 | $577K | 0.0% | -4.1% | 0.047% | |
11/13/2023 | LPL Financial LLC | 204,699 | $3.65M | 0.0% | -16.0% | 0.299% | |
11/13/2023 | Rathbones Group PLC | 32,180 | $573K | 0.0% | N/A | 0.047% | |
11/13/2023 | Invesco Ltd. | 1,093,797 | $19.49M | 0.0% | +9.2% | 1.598% | |
11/13/2023 | FMR LLC | 1,767,995 | $31.51M | 0.0% | -4.8% | 2.583% | |
11/8/2023 | HighTower Advisors LLC | 622,120 | $11.07M | 0.0% | -1.8% | 0.909% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 26,240,430 | $467.60M | 0.7% | -2.1% | 38.335% | |
11/8/2023 | Sequoia Financial Advisors LLC | 32,714 | $583K | 0.0% | +5.1% | 0.048% | |
11/8/2023 | Sepio Capital LP | 27,437 | $489K | 0.0% | -67.7% | 0.040% | |
11/8/2023 | Avantax Advisory Services Inc. | 634,938 | $11.32M | 0.1% | +0.5% | 0.928% | |
11/8/2023 | Cidel Asset Management Inc. | 362,677 | $6.46M | 0.3% | +4.8% | 0.530% | |
11/8/2023 | Oppenheimer & Co. Inc. | 24,075 | $429K | 0.0% | +8.4% | 0.035% | |
11/3/2023 | Larson Financial Group LLC | 4,021 | $72K | 0.0% | +9,473.8% | 0.006% | |
11/3/2023 | Private Advisor Group LLC | 41,801 | $745K | 0.0% | +73.7% | 0.061% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,304 | $291K | 0.0% | +8.5% | 0.024% | |
11/2/2023 | JFS Wealth Advisors LLC | 16,435 | $293K | 0.0% | -5.3% | 0.024% | |
11/1/2023 | Orion Portfolio Solutions LLC | 2,778,271 | $49.51M | 0.6% | -49.3% | 4.059% | |
11/1/2023 | Wealthfront Advisers LLC | 13,243 | $236K | 0.0% | -27.8% | 0.019% | |
10/24/2023 | Bank of New York Mellon Corp | 1,223,987 | $21.81M | 0.0% | N/A | 1.788% | |
10/24/2023 | Foster & Motley Inc. | 211,886 | $3.78M | 0.3% | -0.6% | 0.310% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,334 | $220K | 0.0% | -4.9% | 0.018% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 12,843 | $229K | 0.0% | -17.7% | 0.019% | |
10/23/2023 | Lowe Wealth Advisors LLC | 35,535 | $633K | 0.3% | -2.2% | 0.052% | |
10/20/2023 | Charles Schwab Trust Co | 91,311 | $1.63M | 0.2% | +13.6% | 0.133% | |
10/18/2023 | Goldstein Advisors LLC | 525,324 | $9.36M | 1.9% | +4.1% | 0.767% | |
10/17/2023 | DAVENPORT & Co LLC | 35,426 | $631K | 0.0% | +3.1% | 0.052% | |
10/16/2023 | Rothschild Investment LLC IL | 332,243 | $5.92M | 0.5% | -5.6% | 0.485% | |
10/12/2023 | One Plus One Wealth Management LLC | 139,415 | $2.48M | 1.6% | -50.5% | 0.204% | |
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10/12/2023 | Johnson & White Wealth Management LLC | 164,390 | $2.93M | 2.6% | +1.5% | 0.240% | |
10/11/2023 | Kathmere Capital Management LLC | 120,491 | $2.15M | 0.3% | -1.2% | 0.176% | |
10/11/2023 | Drive Wealth Management LLC | 82,231 | $1.47M | 0.5% | N/A | 0.120% | |
10/11/2023 | Ignite Planners LLC | 16,223 | $282K | 0.1% | N/A | 0.024% | |
10/11/2023 | KWB Wealth | 166,819 | $3.11M | 0.5% | -3.1% | 0.244% | |
8/17/2023 | Orion Portfolio Solutions LLC | 5,476,866 | $102.09M | 1.1% | +97.1% | 8.001% | |
8/14/2023 | Orion Portfolio Solutions LLC | 2,665,998 | $102.09M | 1.1% | -4.0% | 3.895% | |
8/14/2023 | Cerity Partners LLC | 51,582 | $962K | 0.0% | +74.1% | 0.075% | |
8/11/2023 | Cidel Asset Management Inc. | 346,230 | $6.45M | 0.3% | +2.4% | 0.506% | |
8/11/2023 | Baird Financial Group Inc. | 152,442 | $2.84M | 0.0% | +3.4% | 0.223% | |