7/26/2024 | Harbour Investments Inc. | 7,613 | $170K | 0.0% | -9.3% | 0.053% | |
7/25/2024 | Pineridge Advisors LLC | 8,508 | $190K | 0.1% | -9.7% | 0.059% | |
7/24/2024 | McAdam LLC | 35,442 | $793K | 0.0% | -20.1% | 0.246% | |
7/23/2024 | RMR Wealth Builders | 33,182 | $742K | 0.1% | +13.8% | 0.230% | |
7/22/2024 | Dakota Wealth Management | 261,450 | $5.85M | 0.1% | -3.2% | 1.816% | |
7/18/2024 | Naples Global Advisors LLC | 50,685 | $1.13M | 0.1% | -7.6% | 0.352% | |
|
7/16/2024 | Envestnet Portfolio Solutions Inc. | 17,361 | $388K | 0.0% | -10.3% | 0.121% | |
7/16/2024 | Roman Butler Fullerton & Co. | 17,209 | $384K | 0.1% | N/A | 0.120% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 47,109 | $1.05M | 0.0% | +4.8% | 0.327% | |
7/12/2024 | Cliftonlarsonallen Wealth Advisors LLC | 13,724 | $307K | 0.0% | -11.5% | 0.095% | |
7/10/2024 | CWM LLC | 1,346 | $30K | 0.0% | N/A | 0.009% | |
7/9/2024 | Fragasso Financial Advisors Inc | 216,325 | $4.84M | 0.4% | -33.8% | 1.502% | |
7/8/2024 | FC Advisory LLC | 11,191 | $250K | 0.1% | -4.4% | 0.078% | |
5/24/2024 | Cetera Advisors LLC | 24,685 | $553K | 0.0% | N/A | 0.171% | |
5/24/2024 | Cetera Investment Advisers | 83,843 | $1.88M | 0.0% | +62.2% | 0.582% | |
5/17/2024 | Pineridge Advisors LLC | 9,422 | $211K | 0.1% | -11.1% | 0.064% | |
5/16/2024 | Jane Street Group LLC | 283,090 | $6.34M | 0.0% | -67.5% | 1.932% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 17,591 | $380K | 0.0% | -9.9% | 0.120% | |
5/10/2024 | First Foundation Advisors | 138,674 | $3.11M | 0.1% | -21.1% | 0.947% | |
5/8/2024 | Avantax Advisory Services Inc. | 11,111 | $249K | 0.0% | +6.4% | 0.076% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,355 | $434K | 0.0% | -17.8% | 0.132% | |
5/6/2024 | Kades & Cheifetz LLC | 78,155 | $1.75M | 1.1% | -4.4% | 0.533% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 15,511 | $348K | 0.0% | -85.2% | 0.106% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 26,229 | $588K | 0.0% | -9.7% | 0.179% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,279 | $230K | 0.0% | -23.3% | 0.070% | |
5/1/2024 | Auour Investments LLC | 14,264 | $320K | 0.1% | +25.0% | 0.097% | |
5/1/2024 | Private Advisor Group LLC | 21,409 | $480K | 0.0% | +2.4% | 0.146% | |
4/30/2024 | HB Wealth Management LLC | 10,739 | $241K | 0.0% | N/A | 0.073% | |
4/30/2024 | Naples Global Advisors LLC | 54,875 | $1.23M | 0.1% | -7.5% | 0.375% | |
4/29/2024 | Commonwealth Equity Services LLC | 87,782 | $1.97M | 0.0% | -1.7% | 0.599% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 10,400 | $233K | 0.0% | N/A | 0.071% | |
4/24/2024 | Dakota Wealth Management | 270,013 | $6.05M | 0.2% | +83.1% | 1.843% | |
4/23/2024 | Global Retirement Partners LLC | 1,302 | $29K | 0.0% | -34.6% | 0.009% | |
4/23/2024 | McAdam LLC | 44,385 | $995K | 0.1% | -4.9% | 0.303% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 98,442 | $2.21M | 0.0% | -3.3% | 0.672% | |
4/19/2024 | Willis Johnson & Associates Inc. | 110,433 | $2.48M | 0.2% | +5.2% | 0.754% | |
4/18/2024 | Breakwater Capital Group | 77,088 | $1.73M | 0.4% | -9.4% | 0.526% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 108,661 | $2.44M | 0.1% | +4.3% | 0.742% | |
4/15/2024 | Hobart Private Capital LLC | 9,949 | $223K | 0.1% | -33.3% | 0.068% | |
4/15/2024 | RMR Wealth Builders | 29,169 | $654K | 0.1% | +26.6% | 0.199% | |
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4/10/2024 | Fragasso Group Inc. | 326,909 | $7.33M | 0.6% | -23.9% | 1.857% | |
4/9/2024 | Mather Group LLC. | 4,996 | $111K | 0.0% | N/A | 0.028% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 19,523 | $432K | 0.0% | +11.0% | 0.111% | |
3/5/2024 | Processus Wealth & Capital Management LLC | 12,570 | $278K | 0.3% | N/A | 0.071% | |
3/1/2024 | Pineridge Advisors LLC | 10,602 | $235K | 0.1% | N/A | 0.060% | |
2/29/2024 | Tortoise Investment Management LLC | 15,967 | $353K | 0.0% | -38.7% | 0.091% | |
2/14/2024 | Visionary Wealth Advisors | 83,988 | $1.86M | 0.1% | -24.6% | 0.477% | |
2/13/2024 | Stephens Inc. AR | 65,353 | $1.45M | 0.0% | +1.2% | 0.371% | |
2/12/2024 | Clear Rock Advisors LLC | 10,206 | $225K | 0.1% | N/A | 0.058% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 12,444 | $275K | 0.0% | -11.9% | 0.071% | |
2/9/2024 | Eagle Global Advisors LLC | 14,884 | $329K | 0.0% | +15.5% | 0.085% | |
2/9/2024 | LWS Wealth Advisors Inc. | 22,575 | $500K | 0.2% | N/A | 0.128% | |
2/9/2024 | 1620 Investment Advisors Inc. | 11,585 | $256K | 0.3% | +9.1% | 0.066% | |
2/9/2024 | Wells Fargo & Company MN | 1,000,861 | $22.15M | 0.0% | -21.7% | 5.687% | |
2/8/2024 | Tortoise Investment Management LLC | 15,967 | $353K | 0.0% | -38.7% | 0.091% | |
2/8/2024 | Kingsview Wealth Management LLC | 14,224 | $315K | 0.0% | +6.0% | 0.081% | |
2/8/2024 | Innova Wealth Partners | 23,576 | $522K | 0.4% | -22.3% | 0.134% | |
2/7/2024 | NBC Securities Inc. | 6,516 | $144K | 0.0% | -49.9% | 0.037% | |
2/7/2024 | Principal Securities Inc. | 17,268 | $382K | 0.0% | N/A | 0.098% | |
2/6/2024 | RMR Wealth Builders | 23,049 | $510K | 0.1% | N/A | 0.131% | |
2/6/2024 | Private Advisor Group LLC | 20,910 | $463K | 0.0% | +21.4% | 0.119% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 104,198 | $2.31M | 0.1% | +16.9% | 0.592% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,012 | $45K | 0.0% | -32.2% | 0.011% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 18,254 | $404K | 0.0% | -17.1% | 0.104% | |
2/5/2024 | Kestra Private Wealth Services LLC | 12,808 | $283K | 0.0% | -24.7% | 0.073% | |
2/5/2024 | McAdam LLC | 46,653 | $1.03M | 0.1% | +8.1% | 0.265% | |
2/2/2024 | Truist Financial Corp | 168,930 | $3.74M | 0.0% | -4.9% | 0.960% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 29,041 | $643K | 0.0% | N/A | 0.165% | |
2/1/2024 | Foster & Motley Inc. | 13,030 | $288K | 0.0% | N/A | 0.074% | |
2/1/2024 | Sigma Planning Corp | 14,979 | $331K | 0.0% | -69.0% | 0.085% | |
1/30/2024 | Allen Capital Group LLC | 20,558 | $455K | 0.1% | -22.3% | 0.117% | |
1/30/2024 | Capital Analysts LLC | 1,525 | $34K | 0.0% | -99.6% | 0.009% | |
1/30/2024 | Dakota Wealth Management | 147,507 | $3.26M | 0.1% | +2.5% | 0.838% | |
1/30/2024 | MBM Wealth Consultants LLC | 14,092 | $312K | 0.1% | +5.0% | 0.080% | |
1/30/2024 | Kades & Cheifetz LLC | 81,716 | $1.81M | 1.3% | -7.5% | 0.464% | |
1/24/2024 | Sowell Financial Services LLC | 93,877 | $2.08M | 0.1% | -0.9% | 0.533% | |
1/24/2024 | Auour Investments LLC | 11,408 | $250K | 0.1% | -35.2% | 0.065% | |
1/24/2024 | Breakwater Capital Group | 85,059 | $1.87M | 0.5% | +11.1% | 0.483% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 15,280 | $338K | 0.1% | N/A | 0.087% | |
1/23/2024 | StrategIQ Financial Group LLC | 31,421 | $695K | 0.1% | +28.3% | 0.179% | |
1/19/2024 | PFG Advisors | 16,860 | $373K | 0.0% | -6.8% | 0.096% | |
1/19/2024 | Occidental Asset Management LLC | 25,811 | $571K | 0.1% | -32.3% | 0.147% | |
1/18/2024 | Global Retirement Partners LLC | 1,991 | $44K | 0.0% | +52.9% | 0.011% | |
1/18/2024 | Hobart Private Capital LLC | 14,912 | $330K | 0.1% | N/A | 0.085% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 101,770 | $2.25M | 0.0% | -10.4% | 0.578% | |
1/12/2024 | Global Strategic Investment Solutions LLC | 341,180 | $7.55M | 0.9% | +8.9% | 1.939% | |
1/12/2024 | Willis Johnson & Associates Inc. | 104,972 | $2.32M | 0.2% | +7.7% | 0.596% | |
1/11/2024 | Naples Global Advisors LLC | 59,300 | $1.31M | 0.1% | -32.9% | 0.337% | |
1/11/2024 | BCS Wealth Management | 9,416 | $208K | 0.1% | N/A | 0.054% | |
1/11/2024 | Revisor Wealth Management LLC | 18,264 | $404K | 0.5% | N/A | 0.104% | |
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1/11/2024 | Dynamic Advisor Solutions LLC | 44,877 | $994K | 0.0% | -14.7% | 0.255% | |
1/8/2024 | Fragasso Group Inc. | 429,551 | $9.51M | 0.9% | N/A | 2.441% | |
1/3/2024 | FC Advisory LLC | 11,916 | $264K | 0.1% | N/A | 0.068% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 17,591 | $380K | 0.0% | -2.8% | 0.100% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 767,993 | $16.60M | 0.1% | +25.6% | 4.364% | |
11/14/2023 | Trustmark National Bank Trust Department | 39,609 | $856K | 0.1% | -12.4% | 0.225% | |
11/13/2023 | Visionary Wealth Advisors | 111,417 | $2.41M | 0.2% | -9.1% | 0.633% | |
11/13/2023 | LPL Financial LLC | 514,680 | $11.13M | 0.0% | +65.6% | 2.924% | |
11/13/2023 | Envestnet Asset Management Inc. | 856,244 | $18.51M | 0.0% | +10.0% | 4.865% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 23,516 | $508K | 0.0% | N/A | 0.134% | |