4/25/2024 | Cambridge Investment Research Advisors Inc. | 237,998 | $6.55M | 0.0% | +0.9% | 2.587% | |
4/24/2024 | First Pacific Financial | 29,005 | $798K | 0.2% | -4.1% | 0.315% | |
4/16/2024 | Colorado Capital Management Inc. | 177,769 | $4.89M | 2.8% | +23.7% | 1.932% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 107,854 | $2.97M | 0.0% | +13.6% | 1.172% | |
4/15/2024 | Orgel Wealth Management LLC | 72,293 | $1.99M | 0.1% | +12.7% | 0.786% | |
4/15/2024 | McNamara Financial Services Inc. | 20,305 | $558K | 0.1% | -4.1% | 0.221% | |
|
4/12/2024 | AdvisorNet Financial Inc | 9,131 | $251K | 0.0% | +6.9% | 0.099% | |
4/11/2024 | Pioneer Wealth Management Group | 35,565 | $978K | 0.6% | +3.3% | 0.387% | |
4/10/2024 | Abacus Wealth Partners LLC | 1,038,071 | $28.55M | 4.8% | +3.4% | 12.213% | |
2/13/2024 | Lake Street Advisors Group LLC | 192,095 | $5.18M | 0.3% | +0.3% | 2.260% | |
2/12/2024 | Perella Weinberg Partners Capital Management LP | 54,864 | $1.48M | 0.1% | -58.0% | 0.645% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 235,936 | $6.36M | 0.0% | -8.4% | 2.776% | |
2/9/2024 | Assetmark Inc. | 28,746 | $775K | 0.0% | +9.2% | 0.338% | |
2/9/2024 | UBS Group AG | 230,047 | $6.20M | 0.0% | -10.2% | 2.706% | |
2/8/2024 | Greenup Street Wealth Management LLC | 16,071 | $433K | 0.1% | +42.0% | 0.189% | |
2/8/2024 | Haverford Trust Co | 20,000 | $539K | 0.0% | -7.0% | 0.235% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 135,239 | $3.65M | 0.0% | +2.0% | 1.591% | |
2/7/2024 | Abacus Wealth Partners LLC | 1,003,711 | $27.05M | 4.6% | +7.3% | 11.808% | |
2/6/2024 | Private Advisor Group LLC | 29,300 | $790K | 0.0% | -21.2% | 0.345% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 64,010 | $1.73M | 0.1% | +3.4% | 0.753% | |
2/5/2024 | Mission Wealth Management LP | 117,738 | $3.17M | 0.1% | +7.8% | 1.385% | |
2/2/2024 | Golden State Equity Partners | 12,135 | $327K | 0.1% | +4.7% | 0.143% | |
2/2/2024 | Evolution Advisers Inc. | 39,819 | $1.06M | 0.7% | +4.4% | 0.468% | |
2/1/2024 | Cable Hill Partners LLC | 129,480 | $3.38M | 0.4% | +17.5% | 1.523% | |
1/30/2024 | Bear Mountain Capital Inc. | 3,497 | $90K | 0.0% | N/A | 0.041% | |
1/29/2024 | Brooklyn FI LLC | 13,180 | $355K | 0.2% | N/A | 0.155% | |
1/29/2024 | McNamara Financial Services Inc. | 21,179 | $571K | 0.1% | +3.1% | 0.249% | |
1/25/2024 | BSW Wealth Partners | 32,960 | $888K | 0.2% | N/A | 0.388% | |
1/25/2024 | TFC Financial Management Inc. | 107,024 | $2.88M | 0.6% | +1,294.4% | 1.259% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,167 | $220K | 0.0% | N/A | 0.096% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 16,716 | $450K | 0.0% | +2.9% | 0.197% | |
1/24/2024 | Allworth Financial LP | 1,069 | $29K | 0.0% | -71.2% | 0.013% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 12,526 | $338K | 0.1% | -7.6% | 0.147% | |
1/23/2024 | WealthShield Partners LLC | 6,699 | $181K | 0.0% | -23.0% | 0.079% | |
1/23/2024 | Better Money Decisions LLC | 17,284 | $466K | 0.4% | +49.2% | 0.203% | |
1/23/2024 | TIAA Trust National Association | 1,193,098 | $32.15M | 0.1% | -8.8% | 14.036% | |
1/19/2024 | Colorado Capital Management Inc. | 143,695 | $3.87M | 2.5% | +16.4% | 1.691% | |
1/18/2024 | First Pacific Financial | 30,235 | $815K | 0.3% | -5.0% | 0.356% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 9,582 | $258K | 0.0% | -4.4% | 0.113% | |
1/16/2024 | Raymond James & Associates | 9,259 | $250K | 0.0% | N/A | 0.109% | |
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1/11/2024 | Whittier Trust Co. | 38,176 | $1.03M | 0.0% | +71.6% | 0.449% | |
1/10/2024 | Pioneer Wealth Management Group | 34,442 | $928K | 0.6% | +21.1% | 0.405% | |
11/14/2023 | Richard Bernstein Advisors LLC | 20,008 | $525K | 0.0% | N/A | 0.235% | |
11/13/2023 | Abacus Wealth Partners LLC | 935,477 | $24.53M | 7.6% | +1.8% | 11.006% | |
11/13/2023 | Citizens Financial Group Inc. RI | 15,219 | $399K | 0.0% | +7.6% | 0.179% | |
11/13/2023 | Envestnet Asset Management Inc. | 122,194 | $3.20M | 0.0% | -52.6% | 1.438% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 132,623 | $3.48M | 0.0% | N/A | 1.560% | |
11/9/2023 | One Capital Management LLC | 11,553 | $303K | 0.0% | -36.8% | 0.136% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 16,248 | $426K | 0.0% | +2.5% | 0.191% | |
11/9/2023 | UBS Group AG | 256,311 | $6.72M | 0.0% | +2.5% | 3.015% | |
11/9/2023 | Carson Advisory Inc. | 13,161 | $345K | 0.3% | -2.9% | 0.155% | |
11/8/2023 | HighTower Advisors LLC | 34,797 | $910K | 0.0% | +188.8% | 0.409% | |
11/8/2023 | Greenup Street Wealth Management LLC | 11,317 | $297K | 0.1% | +5.2% | 0.133% | |
11/8/2023 | Better Money Decisions LLC | 11,587 | $304K | 0.3% | +36.6% | 0.136% | |
11/7/2023 | Pioneer Wealth Management Group | 28,438 | $746K | 0.6% | +2.6% | 0.335% | |
11/6/2023 | Vestmark Advisory Solutions Inc. | 61,883 | $1.62M | 0.1% | +8.8% | 0.728% | |
11/6/2023 | Financial Connections Group Inc. | 2,851 | $74K | 0.1% | N/A | 0.034% | |
11/6/2023 | Avantax Planning Partners Inc. | 28,463 | $746K | 0.0% | -7.9% | 0.335% | |
11/3/2023 | Private Advisor Group LLC | 37,187 | $975K | 0.0% | +3.1% | 0.437% | |
11/1/2023 | Wealthfront Advisers LLC | 703,147 | $18.44M | 0.1% | +19.7% | 8.272% | |
10/31/2023 | Cook Wealth Management Group LLC | 10,454 | $263K | 0.2% | N/A | 0.123% | |
10/27/2023 | Assetmark Inc. | 26,321 | $690K | 0.0% | +26.7% | 0.310% | |
10/27/2023 | Cable Hill Partners LLC | 110,211 | $2.89M | 0.4% | +3.3% | 1.297% | |
10/27/2023 | TIAA Trust National Association | 1,307,993 | $34.30M | 0.1% | N/A | 15.388% | |
10/27/2023 | Colorado Capital Management Inc. | 123,437 | $3.24M | 2.5% | +11.3% | 1.452% | |
10/27/2023 | Whittier Trust Co. | 22,244 | $583K | 0.0% | +89.1% | 0.262% | |
10/26/2023 | Orgel Wealth Management LLC | 64,078 | $1.68M | 0.1% | -6.3% | 0.754% | |
10/25/2023 | WealthShield Partners LLC | 8,699 | $228K | 0.0% | -6.8% | 0.102% | |
10/25/2023 | Creative Capital Management Investments LLC | 1,115 | $29K | 0.0% | N/A | 0.013% | |
10/24/2023 | Legacy Financial Group LLC | 5,362 | $141K | 0.0% | N/A | 0.063% | |
10/24/2023 | Mission Wealth Management LP | 109,226 | $2.86M | 0.1% | +2.5% | 1.285% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 257,605 | $6.75M | 0.0% | -12.6% | 3.031% | |
10/23/2023 | First Pacific Financial | 31,823 | $834K | 0.4% | -6.9% | 0.374% | |
10/23/2023 | TFC Financial Management Inc. | 7,675 | $201K | 0.0% | N/A | 0.090% | |
10/20/2023 | Golden State Equity Partners | 11,585 | $304K | 0.1% | +45.4% | 0.136% | |
10/20/2023 | Lockerman Financial Group Inc. | 9,969 | $261K | 0.7% | +6.6% | 0.117% | |
10/18/2023 | UMB Bank n.a. | 30,734 | $806K | 0.0% | +2.5% | 0.362% | |
10/18/2023 | CX Institutional | 9,798 | $257K | 0.0% | -47.8% | 0.115% | |
10/12/2023 | RVW Wealth LLC | 11,124 | $292K | 0.0% | +4.7% | 0.131% | |
8/14/2023 | Tolleson Wealth Management Inc. | 36,867 | $1.01M | 0.2% | +93.1% | 0.434% | |
8/14/2023 | Redwood Financial Network Corp | 9,502 | $259K | 0.2% | +15.5% | 0.112% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 11,635 | $318K | 0.0% | -79.5% | 0.137% | |
8/10/2023 | US Bancorp DE | 7,091 | $194K | 0.0% | -84.7% | 0.083% | |
8/10/2023 | Private Advisor Group LLC | 36,066 | $985K | 0.0% | -10.9% | 0.424% | |
8/10/2023 | Financial Architects Inc | 22,298 | $609K | 0.1% | -4.1% | 0.262% | |
8/9/2023 | Flow Traders U.S. LLC | 9,140 | $250K | 0.0% | -65.5% | 0.108% | |
8/7/2023 | Modera Wealth Management LLC | 13,719 | $375K | 0.0% | N/A | 0.161% | |
8/7/2023 | Greenup Street Wealth Management LLC | 10,753 | $294K | 0.1% | N/A | 0.127% | |
8/7/2023 | Vestmark Advisory Solutions Inc. | 56,886 | $1.55M | 0.1% | +10.6% | 0.669% | |
8/4/2023 | Envestnet Asset Management Inc. | 257,529 | $7.03M | 0.0% | -0.3% | 3.030% | |
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8/4/2023 | Citizens Financial Group Inc. RI | 14,142 | $386K | 0.0% | +18.9% | 0.166% | |
8/4/2023 | Mission Wealth Management LP | 106,563 | $2.91M | 0.1% | -5.6% | 1.254% | |
8/3/2023 | Penobscot Wealth Management | 7,790 | $213K | 0.2% | N/A | 0.092% | |
8/3/2023 | WealthShield Partners LLC | 9,331 | $255K | 0.0% | -20.8% | 0.110% | |
7/31/2023 | LPL Financial LLC | 73,420 | $2.01M | 0.0% | +3.2% | 0.864% | |
7/31/2023 | TIAA FSB | 1,658,713 | $45.30M | 0.2% | -15.6% | 19.514% | |
7/28/2023 | Brooklyn FI LLC | 19,917 | $544K | 0.3% | N/A | 0.234% | |
7/28/2023 | Carson Advisory Inc. | 13,561 | $370K | 0.2% | -11.1% | 0.160% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 10,021 | $274K | 0.0% | N/A | 0.118% | |
7/25/2023 | WealthPlan Investment Management LLC | 336 | $189K | 0.0% | -90.3% | 0.004% | |