4/18/2024 | MBM Wealth Consultants LLC | 224,444 | $11.39M | 4.0% | +1.7% | 0.430% | |
4/18/2024 | Requisite Capital Management LLC | 55,495 | $2.82M | 0.6% | -9.0% | 0.106% | |
4/18/2024 | Naviter Wealth LLC | 4,550 | $231K | 0.0% | -85.2% | 0.009% | |
4/18/2024 | CAP Partners LLC | 4,829 | $245K | 0.2% | N/A | 0.009% | |
4/18/2024 | Shira Ridge Wealth Management | 20,455 | $1.04M | 0.6% | -4.5% | 0.039% | |
4/18/2024 | Narus Financial Partners LLC | 57,312 | $2.91M | 1.2% | +7.1% | 0.110% | |
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4/18/2024 | Skyline Advisors Inc. | 35,990 | $1.83M | 0.8% | -3.9% | 0.069% | |
4/18/2024 | Roberts Wealth Advisors LLC | 13,090 | $662K | 0.2% | -27.5% | 0.025% | |
4/17/2024 | Gradient Capital Advisors LLC | 13,256 | $673K | 0.2% | -15.1% | 0.025% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 36,743 | $1.86M | 0.8% | +1.9% | 0.070% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 17,219 | $874K | 0.2% | -1.6% | 0.033% | |
4/16/2024 | Webster Bank N. A. | 11,816 | $600K | 0.1% | +4.4% | 0.023% | |
4/16/2024 | Financial Management Professionals Inc. | 19,307 | $980K | 0.1% | N/A | 0.037% | |
4/16/2024 | Kathmere Capital Management LLC | 86,588 | $4.39M | 0.5% | -15.2% | 0.166% | |
4/16/2024 | Atlantic Union Bankshares Corp | 5,343 | $271K | 0.0% | -13.4% | 0.010% | |
4/16/2024 | Transform Wealth LLC | 133,755 | $6.79M | 0.6% | +106.1% | 0.256% | |
4/16/2024 | Harbor Group Inc. | 5,062 | $257K | 0.1% | +27.7% | 0.010% | |
4/16/2024 | Tarbox Family Office Inc. | 9,807 | $498K | 0.1% | N/A | 0.019% | |
4/16/2024 | Sunburst Financial Group LLC | 149,389 | $7.56M | 2.1% | -21.8% | 0.286% | |
4/16/2024 | IMZ Advisory Inc | 111,699 | $5.67M | 2.9% | +23.6% | 0.214% | |
4/16/2024 | Chesley Taft & Associates LLC | 39,835 | $2.02M | 0.1% | -4.8% | 0.076% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 79,842 | $4.05M | 0.0% | -25.7% | 0.153% | |
4/16/2024 | ERn Financial LLC | 29,534 | $1.50M | 0.3% | +24.7% | 0.057% | |
4/15/2024 | Signet Financial Management LLC | 76,555 | $3.88M | 0.5% | -5.1% | 0.147% | |
4/15/2024 | Sandbox Financial Partners LLC | 47,265 | $2.40M | 1.0% | +1.9% | 0.091% | |
4/15/2024 | WealthCare Investment Partners LLC | 11,679 | $593K | 0.3% | +115.8% | 0.022% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 35,755 | $1.81M | 0.1% | +12.7% | 0.069% | |
4/15/2024 | Aletheian Wealth Advisors LLC | 4,016 | $204K | 0.1% | N/A | 0.008% | |
4/15/2024 | Lpwm LLC | 48,390 | $2.45M | 0.9% | +16.2% | 0.093% | |
4/15/2024 | IAM Advisory LLC | 8,707 | $442K | 0.1% | -51.6% | 0.017% | |
4/15/2024 | Windsor Capital Management LLC | 6,789 | $344K | 0.1% | +8.3% | 0.013% | |
4/15/2024 | Kwmg LLC | 31,413 | $1.59M | 0.2% | +4.1% | 0.060% | |
4/13/2024 | Priebe Wealth Holdings LLC | 21,322 | $1.08M | 0.8% | -38.3% | 0.041% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 76,805 | $3.90M | 0.1% | +2.7% | 0.147% | |
4/12/2024 | AdvisorNet Financial Inc | 27,434 | $1.39M | 0.1% | +209.2% | 0.053% | |
4/11/2024 | Security Financial Services INC. | 21,652 | $1.10M | 0.2% | -6.7% | 0.042% | |
4/11/2024 | Opal Wealth Advisors LLC | 144,767 | $7.35M | 2.5% | +13.6% | 0.278% | |
4/11/2024 | Cooper Financial Group | 110,946 | $5.63M | 0.9% | -11.6% | 0.213% | |
4/11/2024 | MJP Associates Inc. ADV | 315,174 | $15.99M | 3.5% | +8.8% | 0.604% | |
4/11/2024 | RFG Advisory LLC | 11,789 | $598K | 0.0% | +16.2% | 0.023% | |
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4/10/2024 | Park Avenue Securities LLC | 7,322 | $372K | 0.0% | +25.8% | 0.014% | |
4/10/2024 | Apella Capital LLC | 15,642 | $792K | 0.0% | -5.3% | 0.030% | |
4/10/2024 | Sunflower Bank N.A. | 191,282 | $9.71M | 2.2% | +9.1% | 0.367% | |
4/10/2024 | Legacy Private Trust Co. | 57,049 | $2.90M | 0.2% | -13.5% | 0.109% | |
4/10/2024 | Perennial Advisors LLC | 69,158 | $3.51M | 0.8% | +17.7% | 0.133% | |
4/10/2024 | BKA Wealth Consulting Inc. | 8,745 | $444K | 0.6% | N/A | 0.017% | |
4/9/2024 | Collective Family Office LLC | 72,124 | $3.66M | 1.2% | -43.6% | 0.143% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 9,458 | $480K | 0.0% | -6.6% | 0.019% | |
4/9/2024 | New Capital Management LP | 28,610 | $1.45M | 0.4% | -14.5% | 0.057% | |
4/5/2024 | GAMMA Investing LLC | 979 | $50K | 0.0% | N/A | 0.002% | |
4/1/2024 | Appleton Partners Inc. MA | 181,911 | $9.23M | 0.7% | -0.2% | 0.360% | |
3/22/2024 | Cooksen Wealth LLC | 1,000 | $51K | 0.1% | N/A | 0.002% | |
3/15/2024 | Skyline Advisors Inc. | 37,438 | $1.90M | 0.9% | N/A | 0.074% | |
2/29/2024 | Tortoise Investment Management LLC | 8,500 | $431K | 0.1% | N/A | 0.017% | |
2/28/2024 | EP Wealth Advisors LLC | 101,385 | $5.14M | 0.1% | +7.7% | 0.201% | |
2/26/2024 | Integrated Advisors Network LLC | 53,308 | $2.71M | 0.2% | -60.2% | 0.105% | |
2/20/2024 | Able Wealth Management LLC | 26,935 | $1.37M | 1.2% | N/A | 0.053% | |
2/16/2024 | D L Carlson Investment Group Inc. | 114,730 | $5.82M | 1.2% | +21.7% | 0.227% | |
2/16/2024 | Harbour Investments Inc. | 10,710 | $543K | 0.0% | +342.7% | 0.021% | |
2/16/2024 | Clarity Asset Management Inc. | 34,951 | $1.77M | 1.4% | N/A | 0.069% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 116,320 | $5.90M | 0.0% | +7.0% | 0.230% | |
2/15/2024 | Townsquare Capital LLC | 4,844 | $246K | 0.0% | -15.3% | 0.010% | |
2/15/2024 | Websterrogers Financial Advisors LLC | 110,131 | $5.59M | 2.3% | -22.1% | 0.218% | |
2/15/2024 | Modern Wealth Management LLC | 80,772 | $4.10M | 0.5% | N/A | 0.160% | |
2/15/2024 | Nwam LLC | 20,677 | $1.05M | 0.1% | -32.5% | 0.041% | |
2/15/2024 | Freedom Investment Management Inc. | 58,900 | $2.99M | 0.2% | N/A | 0.117% | |
2/15/2024 | Comerica Bank | 5,500 | $279K | 0.0% | -21.7% | 0.011% | |
2/14/2024 | Royal Bank of Canada | 122,837 | $6.23M | 0.0% | +2.1% | 0.243% | |
2/14/2024 | Pathstone Holdings LLC | 10,000 | $507K | 0.0% | N/A | 0.020% | |
2/14/2024 | Kestra Advisory Services LLC | 12,413 | $630K | 0.0% | -5.1% | 0.025% | |
2/14/2024 | Creative Planning | 62,187 | $3.16M | 0.0% | -10.6% | 0.123% | |
2/14/2024 | Vista Investment Management | 13,600 | $690K | 0.3% | -9.3% | 0.027% | |
2/14/2024 | Core Wealth Advisors Inc. | 48,963 | $2.49M | 0.9% | +10.0% | 0.097% | |
2/14/2024 | Sentinel Trust Co. LBA | 14,860 | $754K | 0.1% | +50.1% | 0.029% | |
2/13/2024 | Morningstar Investment Services LLC | 145,210 | $7.36M | 0.0% | +153.0% | 0.287% | |
2/13/2024 | Envestnet Asset Management Inc. | 327,296 | $16.61M | 0.0% | +34.4% | 0.647% | |
2/13/2024 | Vawter Financial Ltd. | 80,723 | $4.10M | 3.2% | +0.6% | 0.160% | |
2/13/2024 | Cetera Advisor Networks LLC | 65,181 | $3.31M | 0.0% | +280.7% | 0.129% | |
2/13/2024 | Per Stirling Capital Management LLC. | 25,285 | $1.28M | 0.2% | +122.3% | 0.050% | |
2/13/2024 | Fairview Capital Investment Management LLC | 62,675 | $3.18M | 0.2% | +59.5% | 0.124% | |
2/13/2024 | STAR Financial Bank | 4,897 | $248K | 0.2% | -35.3% | 0.010% | |
2/13/2024 | Peapack Gladstone Financial Corp | 55,565 | $2.82M | 0.0% | +6.8% | 0.110% | |
2/13/2024 | CWA Asset Management Group LLC | 493,838 | $25.06M | 1.7% | +58.0% | 0.977% | |
2/13/2024 | FinTrust Capital Advisors LLC | 19,473 | $988K | 0.2% | -32.2% | 0.039% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 34,555 | $1.75M | 1.7% | N/A | 0.068% | |
2/12/2024 | Tradition Wealth Management LLC | 41,350 | $2.10M | 0.2% | +60.9% | 0.082% | |
2/12/2024 | TD Capital Management LLC | 119,508 | $6.06M | 0.7% | -6.3% | 0.236% | |
2/12/2024 | Fiduciary Trust Co | 1,456,283 | $73.89M | 1.2% | +18.9% | 2.881% | |
2/12/2024 | Boston Family Office LLC | 10,477 | $532K | 0.0% | -48.8% | 0.021% | |
2/12/2024 | Focus Financial Network Inc. ADV | 64,846 | $3.30M | 0.1% | N/A | 0.128% | |
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2/12/2024 | Stifel Financial Corp | 148,357 | $7.53M | 0.0% | -0.3% | 0.293% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 11,859 | $602K | 0.0% | -3.9% | 0.023% | |
2/9/2024 | Orion Portfolio Solutions LLC | 159,695 | $8.11M | 0.1% | +5.3% | 0.316% | |
2/9/2024 | Starfox Financial Services LLC | 16,191 | $822K | 0.8% | -35.2% | 0.032% | |
2/9/2024 | BayBridge Capital Group LLC | 24,295 | $1.23M | 1.1% | N/A | 0.048% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 64,854 | $3.29M | 0.0% | -68.5% | 0.128% | |
2/9/2024 | Franklin Resources Inc. | 153,287 | $7.78M | 0.0% | +16.4% | 0.303% | |
2/9/2024 | Corient Private Wealth LLC | 494,775 | $25.11M | 0.0% | +3.8% | 0.979% | |
2/9/2024 | Wells Fargo & Company MN | 963,543 | $48.89M | 0.0% | +21.5% | 1.906% | |
2/9/2024 | UBS Group AG | 778,850 | $39.52M | 0.0% | +14.0% | 1.541% | |