4/23/2024 | TrueWealth Advisors LLC | 5,071 | $369K | 0.1% | -15.4% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 186,404 | $13.57M | 0.0% | +10.7% | 2.026% | |
4/22/2024 | PFG Investments LLC | 114,022 | $8.30M | 0.5% | N/A | 1.239% | |
4/22/2024 | Parsons Capital Management Inc. RI | 22,650 | $1.65M | 0.1% | +9.0% | 0.246% | |
4/22/2024 | CKW Financial Group | 457,687 | $33.14M | 4.3% | +7.5% | 4.975% | |
4/16/2024 | Asio Capital LLC | 12,021 | $875K | 0.2% | +4.4% | 0.162% | |
|
4/16/2024 | Wealth Enhancement Advisory Services LLC | 150,818 | $10.98M | 0.0% | -1.3% | 2.038% | |
4/10/2024 | Legacy Private Trust Co. | 34,028 | $2.48M | 0.2% | -7.4% | 0.460% | |
4/5/2024 | First Hawaiian Bank | 43,159 | $3.14M | 0.1% | +2.3% | 0.583% | |
4/2/2024 | M&R Capital Management Inc. | 787 | $57K | 0.0% | +74.1% | 0.011% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,000 | $67K | 0.0% | N/A | 0.014% | |
3/6/2024 | SageView Advisory Group LLC | 7,696 | $521K | 0.0% | -72.3% | 0.104% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 88,436 | $5.93M | 0.9% | N/A | 1.195% | |
2/13/2024 | Exencial Wealth Advisors LLC | 4,070 | $273K | 0.0% | +8.0% | 0.055% | |
2/13/2024 | Belpointe Asset Management LLC | 6,728 | $451K | 0.0% | -17.2% | 0.091% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 79,905 | $5.36M | 0.4% | -0.8% | 1.080% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,049 | $537K | 0.0% | -63.3% | 0.109% | |
2/9/2024 | SageView Advisory Group LLC | 7,696 | $521K | 0.0% | -72.3% | 0.104% | |
2/9/2024 | Corient Private Wealth LLC | 7,020 | $471K | 0.0% | N/A | 0.095% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 39,553 | $2.65M | 0.1% | +1.0% | 0.535% | |
2/6/2024 | Family Asset Management LLC | 3,453 | $232K | 0.2% | N/A | 0.047% | |
2/6/2024 | Spire Wealth Management | 12,616 | $839K | 0.0% | -5.7% | 0.170% | |
2/5/2024 | Jackson Creek Investment Advisors LLC | 14,693 | $985K | 0.4% | -1.9% | 0.199% | |
2/2/2024 | Private Wealth Partners LLC | 5,250 | $352K | 0.0% | -9.5% | 0.071% | |
2/2/2024 | Abbrea Capital LLC | 22,150 | $1.50M | 0.2% | +5.0% | 0.299% | |
2/1/2024 | CWM LLC | 14,848 | $996K | 0.0% | N/A | 0.201% | |
1/30/2024 | Sierra Capital LLC | 48,807 | $3.27M | 0.5% | +31.4% | 0.660% | |
1/29/2024 | Consolidated Portfolio Review Corp | 117,863 | $7.90M | 1.8% | +12.3% | 1.593% | |
1/29/2024 | ORG Partners LLC | 135,699 | $9.10M | 1.5% | N/A | 1.834% | |
1/29/2024 | Perigon Wealth Management LLC | 25,056 | $1.68M | 0.1% | N/A | 0.339% | |
1/26/2024 | CKW Financial Group | 425,674 | $28.55M | 4.0% | -0.6% | 5.752% | |
1/24/2024 | Stratos Wealth Partners LTD. | 5,813 | $390K | 0.0% | -84.8% | 0.079% | |
1/24/2024 | Stratos Wealth Advisors LLC | 5,320 | $357K | 0.0% | +20.9% | 0.072% | |
1/22/2024 | Princeton Global Asset Management LLC | 11,746 | $788K | 0.2% | -2.2% | 0.159% | |
1/22/2024 | Country Club Bank GFN | 8,590 | $578K | 0.0% | +2.4% | 0.116% | |
1/22/2024 | Parsons Capital Management Inc. RI | 20,777 | $1.39M | 0.1% | +25.0% | 0.281% | |
1/18/2024 | Great Lakes Retirement Inc. | 330,477 | $22.16M | 3.6% | -6.5% | 4.466% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 168,362 | $11.29M | 0.0% | -4.2% | 2.275% | |
1/16/2024 | Raymond James & Associates | 11,474 | $769K | 0.0% | -1.6% | 0.155% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 3,252 | $216K | 0.0% | N/A | 0.044% | |
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1/11/2024 | AFG Fiduciary Services Limited Partnership | 3,330 | $222K | 0.2% | N/A | 0.045% | |
1/11/2024 | Asio Capital LLC | 11,515 | $777K | 0.2% | +11.2% | 0.156% | |
1/11/2024 | Raymond James Trust N.A. | 3,875 | $260K | 0.0% | N/A | 0.052% | |
1/11/2024 | Pflug Koory LLC | 6,857 | $460K | 0.2% | -3.4% | 0.093% | |
1/9/2024 | IFP Advisors Inc | 160,921 | $10.79M | 0.5% | +5.8% | 2.175% | |
1/9/2024 | First Hawaiian Bank | 42,177 | $2.83M | 0.1% | +1.3% | 0.570% | |
1/8/2024 | Richard P Slaughter Associates Inc | 4,131 | $277K | 0.1% | -11.7% | 0.056% | |
11/15/2023 | Knightsbridge Asset Management LLC | 16,598 | $991K | 0.3% | +62.2% | 0.224% | |
11/14/2023 | Tower Research Capital LLC TRC | 5,517 | $330K | 0.0% | N/A | 0.075% | |
11/14/2023 | Sterneck Capital Management LLC | 4,350 | $260K | 0.2% | -12.1% | 0.059% | |
11/13/2023 | Consolidated Portfolio Review Corp | 104,912 | $6.27M | 1.5% | +1.9% | 1.418% | |
11/13/2023 | LPL Financial LLC | 75,049 | $4.48M | 0.0% | +9.5% | 1.014% | |
11/13/2023 | Provence Wealth Management Group | 500 | $30K | 0.0% | N/A | 0.007% | |
11/9/2023 | SPC Financial Inc. | 81,054 | $4.84M | 0.5% | -0.5% | 1.095% | |
11/9/2023 | Boston Financial Mangement LLC | 5,265 | $314K | 0.0% | N/A | 0.071% | |
11/8/2023 | Aptus Capital Advisors LLC | 1,863 | $111K | 0.0% | -13.7% | 0.025% | |
11/8/2023 | HighTower Advisors LLC | 36,217 | $2.17M | 0.0% | -1.3% | 0.489% | |
11/8/2023 | Spire Wealth Management | 13,376 | $799K | 0.0% | -5.2% | 0.181% | |
11/8/2023 | Dorsey & Whitney Trust CO LLC | 80,530 | $4.81M | 0.4% | -0.8% | 1.088% | |
11/8/2023 | Exencial Wealth Advisors LLC | 3,770 | $225K | 0.0% | N/A | 0.051% | |
11/7/2023 | Private Wealth Partners LLC | 5,800 | $346K | 0.0% | -11.0% | 0.078% | |
11/6/2023 | Parsons Capital Management Inc. RI | 16,627 | $993K | 0.1% | +31.0% | 0.225% | |
11/3/2023 | SageView Advisory Group LLC | 27,798 | $1.66M | 0.1% | -8.8% | 0.376% | |
11/1/2023 | Orion Portfolio Solutions LLC | 21,909 | $1.31M | 0.0% | +13.6% | 0.296% | |
10/31/2023 | Abbrea Capital LLC | 21,105 | $1.26M | 0.2% | +8.0% | 0.285% | |
10/31/2023 | Asio Capital LLC | 10,354 | $618K | 0.2% | +2.4% | 0.140% | |
10/30/2023 | Barnett & Company Inc. | 3,723 | $222K | 0.2% | -76.7% | 0.050% | |
10/27/2023 | Princeton Global Asset Management LLC | 12,007 | $717K | 0.2% | +1.5% | 0.162% | |
10/24/2023 | Bouchey Financial Group Ltd | 6,807 | $407K | 0.0% | -12.8% | 0.092% | |
10/24/2023 | Stratos Wealth Partners LTD. | 38,319 | $2.29M | 0.0% | N/A | 0.518% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 175,807 | $10.50M | 0.0% | -21.4% | 2.376% | |
10/24/2023 | Raymond James & Associates | 11,663 | $697K | 0.0% | +7.4% | 0.158% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,106 | $663K | 0.0% | +64.6% | 0.150% | |
10/20/2023 | Country Club Bank GFN | 8,390 | $502K | 0.0% | N/A | 0.113% | |
10/19/2023 | CKW Financial Group | 428,340 | $25.59M | 3.9% | +1.5% | 5.788% | |
10/13/2023 | Global Retirement Partners LLC | 11,505 | $677K | 0.0% | -8.9% | 0.155% | |
10/12/2023 | IFP Advisors Inc | 152,043 | $9.08M | 0.4% | -5.5% | 2.055% | |
10/11/2023 | Legacy Private Trust Co. | 40,317 | $2.41M | 0.2% | -20.7% | 0.545% | |
10/10/2023 | Richard P Slaughter Associates Inc | 4,679 | $279K | 0.1% | -16.6% | 0.063% | |
8/14/2023 | IFP Advisors Inc | 160,857 | $10.06M | 0.4% | +1.6% | 2.174% | |
8/14/2023 | Cerity Partners LLC | 84,919 | $5.31M | 0.0% | +1.5% | 1.148% | |
8/11/2023 | SageView Advisory Group LLC | 30,480 | $1.91M | 0.1% | N/A | 0.412% | |
8/10/2023 | WESCAP Management Group Inc. | 69,965 | $4.37M | 1.5% | -1.9% | 0.933% | |
8/10/2023 | AlphaCore Capital LLC | 609 | $38K | 0.0% | N/A | 0.008% | |
8/9/2023 | Spire Wealth Management | 14,109 | $882K | 0.0% | -14.4% | 0.188% | |
8/4/2023 | IFP Advisors Inc | 160,857 | $7.09M | 0.3% | +1.6% | 2.145% | |
8/3/2023 | Asio Capital LLC | 10,115 | $632K | 0.2% | +4.7% | 0.135% | |
8/3/2023 | SPC Financial Inc. | 81,449 | $5.09M | 0.6% | +31.9% | 1.086% | |
8/3/2023 | Private Wealth Partners LLC | 6,520 | $408K | 0.0% | N/A | 0.087% | |
8/3/2023 | Great Lakes Retirement Inc. | 362,244 | $22.65M | 4.0% | -2.2% | 4.830% | |
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8/2/2023 | Barnett & Company Inc. | 15,948 | $997K | 0.7% | +239.3% | 0.213% | |
8/1/2023 | Kistler Tiffany Companies LLC | 73,631 | $4.60M | 0.7% | -1.2% | 0.982% | |
8/1/2023 | Abbrea Capital LLC | 19,550 | $1.22M | 0.2% | +3.0% | 0.261% | |
7/31/2023 | LPL Financial LLC | 68,534 | $4.29M | 0.0% | -11.2% | 0.914% | |
7/31/2023 | Ausdal Financial Partners Inc. | 3,624 | $227K | 0.0% | -5.9% | 0.048% | |
7/31/2023 | Sierra Capital LLC | 36,994 | $2.31M | 0.4% | +17.5% | 0.493% | |
7/31/2023 | TrueWealth Advisors LLC | 6,077 | $380K | 0.2% | +4.4% | 0.081% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 223,569 | $13.98M | 0.0% | +2.0% | 2.981% | |
7/21/2023 | Creative Planning | 10,062 | $629K | 0.0% | -19.4% | 0.134% | |
7/18/2023 | CKW Financial Group | 422,195 | $26.40M | 3.9% | -10.9% | 5.629% | |