4/23/2024 | Regatta Capital Group LLC | 7,943 | $326K | 0.1% | -13.6% | 0.178% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 246,146 | $10.11M | 0.0% | +319.1% | 5.531% | |
4/22/2024 | Raymond James & Associates | 332,681 | $13.67M | 0.0% | +7.4% | 7.476% | |
4/18/2024 | Shira Ridge Wealth Management | 127,704 | $5.25M | 3.0% | -2.7% | 2.870% | |
4/18/2024 | Optas LLC | 12,351 | $507K | 0.1% | +37.8% | 0.278% | |
4/17/2024 | Stephens Consulting LLC | 2,810 | $115K | 0.0% | N/A | 0.063% | |
|
4/16/2024 | Dohj LLC | 41,258 | $1.70M | 0.4% | +33.4% | 0.927% | |
4/16/2024 | Tarbox Family Office Inc. | 6,562 | $270K | 0.0% | +4.5% | 0.147% | |
4/15/2024 | Affiance Financial LLC | 19,795 | $813K | 0.2% | -47.2% | 0.445% | |
4/10/2024 | Pathway Financial Advisors LLC | 6,038 | $248K | 0.1% | N/A | 0.201% | |
4/8/2024 | RVW Wealth LLC | 48,021 | $1.97M | 0.2% | -26.0% | 1.601% | |
4/5/2024 | Hilltop Wealth Advisors LLC | 11,466 | $471K | 0.2% | -29.1% | 0.382% | |
3/26/2024 | Napatree Capital LLC | 8,374 | $316K | 0.3% | N/A | 0.279% | |
2/23/2024 | Chicago Partners Investment Group LLC | 5,493 | $204K | 0.0% | N/A | 0.183% | |
2/20/2024 | Voisard Asset Management Group Inc. | 2,449 | $92K | 0.1% | N/A | 0.082% | |
2/9/2024 | Congress Wealth Management LLC DE | 17,936 | $677K | 0.0% | +10.7% | 0.598% | |
2/9/2024 | Advisory Services Network LLC | 40,067 | $1.51M | 0.0% | +0.9% | 1.336% | |
2/9/2024 | Franklin Resources Inc. | 80,334 | $3.03M | 0.0% | +69.5% | 2.678% | |
2/9/2024 | D.A. Davidson & CO. | 15,966 | $602K | 0.0% | +63.9% | 0.532% | |
2/9/2024 | Coldstream Capital Management Inc. | 21,887 | $826K | 0.0% | +28.5% | 0.730% | |
2/8/2024 | First United Bank & Trust | 12,665 | $478K | 0.2% | +57.0% | 0.422% | |
2/8/2024 | JNBA Financial Advisors | 51,334 | $1.94M | 0.2% | +5.4% | 1.711% | |
2/7/2024 | One Capital Management LLC | 14,849 | $560K | 0.0% | +2.6% | 0.495% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 43,103 | $1.63M | 0.1% | +25.2% | 1.437% | |
2/7/2024 | Wrapmanager Inc. | 52,519 | $1.98M | 0.6% | N/A | 1.751% | |
2/2/2024 | Dohj LLC | 30,923 | $1.17M | 0.3% | +121.8% | 1.031% | |
2/2/2024 | Truist Financial Corp | 7,714 | $291K | 0.0% | +12.4% | 0.257% | |
2/2/2024 | Alesco Advisors LLC | 5,675 | $214K | 0.0% | N/A | 0.189% | |
2/2/2024 | Gould Asset Management LLC CA | 31,910 | $1.20M | 0.3% | +13.4% | 1.064% | |
2/2/2024 | Bailard Inc. | 195,419 | $7.37M | 0.2% | -1.2% | 6.514% | |
2/1/2024 | Armbruster Capital Management Inc. | 8,525 | $322K | 0.1% | +8.9% | 0.284% | |
1/31/2024 | Opes Wealth Management LLC | 18,130 | $684K | 0.2% | +39.9% | 0.604% | |
1/29/2024 | Baystate Wealth Management LLC | 28,933 | $1.09M | 0.1% | N/A | 0.964% | |
1/29/2024 | Financial Council Asset Management Inc | 5,596 | $211K | 0.1% | N/A | 0.187% | |
1/26/2024 | Optas LLC | 8,962 | $338K | 0.1% | -54.2% | 0.299% | |
1/25/2024 | Eastern Bank | 129,945 | $4.90M | 0.2% | +1.7% | 4.332% | |
1/24/2024 | Mascoma Wealth Management LLC | 10,420 | $393K | 0.1% | -29.3% | 0.347% | |
1/23/2024 | Better Money Decisions LLC | 14,698 | $554K | 0.5% | +65.4% | 0.490% | |
1/22/2024 | Regatta Capital Group LLC | 9,188 | $347K | 0.1% | -9.0% | 0.306% | |
1/18/2024 | Sage Financial Group Inc. | 20,832 | $786K | 0.1% | +19.1% | 0.694% | |
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1/17/2024 | Hilltop Wealth Advisors LLC | 16,173 | $610K | 0.3% | +15.9% | 0.539% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 58,738 | $2.22M | 0.0% | +55.8% | 1.958% | |
1/16/2024 | Raymond James & Associates | 309,693 | $11.68M | 0.0% | +18.1% | 10.323% | |
1/11/2024 | Whittier Trust Co. | 20,167 | $761K | 0.0% | +13.9% | 0.672% | |
1/11/2024 | GenWealth Group Inc. | 18,545 | $700K | 0.2% | N/A | 0.618% | |
1/11/2024 | Shira Ridge Wealth Management | 131,293 | $4.95M | 3.0% | -1.1% | 4.376% | |
1/8/2024 | RVW Wealth LLC | 64,912 | $2.45M | 0.3% | -33.0% | 2.164% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 34,423 | $1.17M | 0.1% | +79.9% | 1.147% | |
11/13/2023 | Mariner LLC | 51,255 | $1.74M | 0.0% | +27.3% | 1.709% | |
11/8/2023 | D.A. Davidson & CO. | 9,743 | $330K | 0.0% | +6.4% | 0.325% | |
11/8/2023 | Better Money Decisions LLC | 8,884 | $301K | 0.3% | +4.0% | 0.296% | |
11/7/2023 | Topel & Distasi Wealth Management LLC | 11,610 | $393K | 0.2% | +8.9% | 0.387% | |
11/6/2023 | MONECO Advisors LLC | 6,358 | $215K | 0.1% | N/A | 0.212% | |
11/4/2023 | Fortis Capital Management LLC | 20,609 | $698K | 0.2% | +26.4% | 0.687% | |
11/3/2023 | Opes Wealth Management LLC | 12,955 | $439K | 0.1% | N/A | 0.432% | |
11/2/2023 | JNBA Financial Advisors | 48,710 | $1.65M | 0.2% | +4.0% | 1.624% | |
11/2/2023 | Coldstream Capital Management Inc. | 17,032 | $577K | 0.0% | +17.0% | 0.568% | |
10/31/2023 | Optas LLC | 19,562 | $663K | 0.2% | +151.1% | 0.652% | |
10/30/2023 | Congress Wealth Management LLC DE | 16,208 | $549K | 0.0% | +26.8% | 0.540% | |
10/30/2023 | Regatta Capital Group LLC | 10,100 | $342K | 0.1% | -17.1% | 0.337% | |
10/27/2023 | Whittier Trust Co. | 17,707 | $600K | 0.0% | N/A | 0.590% | |
10/24/2023 | Bailard Inc. | 197,816 | $6.70M | 0.2% | +2.3% | 6.594% | |
10/24/2023 | Stratos Wealth Partners LTD. | 9,007 | $305K | 0.0% | N/A | 0.300% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 37,694 | $1.28M | 0.0% | -1.4% | 1.256% | |
10/24/2023 | Raymond James & Associates | 262,139 | $8.88M | 0.0% | +9.6% | 8.738% | |
10/24/2023 | Gould Asset Management LLC CA | 28,130 | $953K | 0.3% | +5.6% | 0.938% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 15,721 | $532K | 0.0% | +6.8% | 0.524% | |
10/23/2023 | Commonwealth Equity Services LLC | 28,300 | $959K | 0.0% | +14.8% | 0.943% | |
10/17/2023 | Eastern Bank | 127,814 | $4.33M | 0.2% | -2.4% | 4.260% | |
10/16/2023 | Hilltop Wealth Advisors LLC | 13,955 | $473K | 0.4% | +10.8% | 0.465% | |
10/13/2023 | Mascoma Wealth Management LLC | 14,738 | $499K | 0.2% | -22.9% | 0.491% | |
10/13/2023 | Tarbox Family Office Inc. | 6,529 | $221K | 0.0% | N/A | 0.218% | |
10/12/2023 | RVW Wealth LLC | 96,902 | $3.28M | 0.4% | -26.5% | 3.230% | |
10/12/2023 | Sage Financial Group Inc. | 17,496 | $593K | 0.1% | +6.2% | 0.583% | |
10/11/2023 | Affiance Financial LLC | 37,088 | $1.26M | 0.5% | +3.9% | 1.236% | |
10/11/2023 | Koss Olinger Consulting LLC | 101,014 | $3.42M | 0.5% | N/A | 3.367% | |
10/11/2023 | Shira Ridge Wealth Management | 132,816 | $4.50M | 3.0% | +0.9% | 4.427% | |
8/11/2023 | D.A. Davidson & CO. | 9,159 | $326K | 0.0% | +8.7% | 0.305% | |
8/10/2023 | WFA of San Diego LLC | 791 | $28K | 0.0% | N/A | 0.026% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 19,133 | $682K | 0.0% | N/A | 0.638% | |
8/10/2023 | Cetera Advisors LLC | 18,900 | $673K | 0.0% | +16.2% | 0.630% | |
8/10/2023 | Cetera Advisor Networks LLC | 7,763 | $277K | 0.0% | -41.3% | 0.259% | |
8/9/2023 | Better Money Decisions LLC | 8,545 | $304K | 0.2% | +6.7% | 0.285% | |
8/9/2023 | Flow Traders U.S. LLC | 11,929 | $425K | 0.0% | +61.2% | 0.398% | |
8/9/2023 | Alesco Advisors LLC | 5,675 | $202K | 0.0% | N/A | 0.189% | |
8/8/2023 | Weil Company Inc. | 5,822 | $207K | 0.1% | -10.5% | 0.194% | |
8/7/2023 | Gould Asset Management LLC CA | 26,630 | $949K | 0.3% | +7.0% | 0.888% | |
8/7/2023 | Wells Financial Advisors INC | 965 | $34K | 0.0% | N/A | 0.032% | |
8/7/2023 | Biltmore Family Office LLC | 31,248 | $1.11M | 0.2% | +26.8% | 1.042% | |
8/4/2023 | Fortis Capital Management LLC | 16,299 | $581K | 0.2% | -12.6% | 0.543% | |
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8/3/2023 | JNBA Financial Advisors | 46,841 | $1.67M | 0.2% | +8.1% | 1.561% | |
8/3/2023 | CWM LLC | 1,066 | $38K | 0.0% | -77.0% | 0.036% | |
8/3/2023 | Coldstream Capital Management Inc. | 14,556 | $518K | 0.0% | +86.1% | 0.485% | |
8/2/2023 | JSF Financial LLC | 5,895 | $210K | 0.1% | N/A | 0.197% | |
8/1/2023 | Truist Financial Corp | 5,647 | $201K | 0.0% | N/A | 0.188% | |
7/31/2023 | LPL Financial LLC | 17,257 | $615K | 0.0% | +8.9% | 0.575% | |
7/28/2023 | First Republic Investment Management Inc. | 5,838 | $208K | 0.0% | N/A | 0.195% | |
7/27/2023 | Sage Financial Group Inc. | 16,474 | $587K | 0.1% | +53.2% | 0.549% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 38,247 | $1.36M | 0.0% | +4.0% | 1.275% | |
7/25/2023 | Raymond James & Associates | 239,254 | $8.52M | 0.0% | +17.7% | 7.975% | |