2/15/2024 | Mercer Global Advisors Inc. ADV | 8,918 | $209K | 0.0% | -89.0% | 0.045% | |
11/28/2023 | IMA Wealth Inc. | 21,998 | $517K | 0.1% | -57.4% | 0.110% | |
11/21/2023 | Comerica Bank | 2,860 | $67K | 0.0% | N/A | 0.014% | |
11/15/2023 | Integrated Wealth Concepts LLC | 189,713 | $4.46M | 0.1% | -8.6% | 0.949% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 80,776 | $1.90M | 0.0% | -16.3% | 0.404% | |
11/15/2023 | Royal Bank of Canada | 36,594 | $860K | 0.0% | -14.1% | 0.183% | |
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11/15/2023 | Ameriprise Financial Inc. | 29,691 | $698K | 0.0% | -73.3% | 0.148% | |
11/14/2023 | Tyler Stone Wealth Management | 8,422 | $198K | 0.1% | -4.8% | 0.042% | |
11/14/2023 | Private Advisory Group LLC | 17,087 | $402K | 0.1% | +3.2% | 0.085% | |
11/13/2023 | Asset Dedication LLC | 320,769 | $7.53M | 0.6% | -0.8% | 1.604% | |
11/13/2023 | Stifel Financial Corp | 69,896 | $1.64M | 0.0% | -75.1% | 0.349% | |
11/13/2023 | Mariner LLC | 113,187 | $2.66M | 0.0% | -49.8% | 0.566% | |
11/13/2023 | LPL Financial LLC | 554,771 | $13.04M | 0.0% | -1.6% | 2.774% | |
11/13/2023 | Invesco Ltd. | 8,791 | $207K | 0.0% | -60.0% | 0.044% | |
11/13/2023 | Envestnet Asset Management Inc. | 934,290 | $21.96M | 0.0% | +1.6% | 4.671% | |
11/9/2023 | UBS Group AG | 81,688 | $1.92M | 0.0% | -93.3% | 0.408% | |
11/8/2023 | HighTower Advisors LLC | 78,789 | $1.85M | 0.0% | -6.5% | 0.394% | |
11/8/2023 | AlphaStar Capital Management LLC | 27,483 | $646K | 0.1% | -18.0% | 0.137% | |
11/8/2023 | Atria Wealth Solutions Inc. | 164,560 | $3.87M | 0.1% | -6.3% | 0.823% | |
11/8/2023 | WealthBridge Capital Management LLC | 23,682 | $557K | 0.2% | +2.4% | 0.118% | |
11/7/2023 | Masso Torrence Wealth Management Inc. | 89,559 | $2.11M | 1.6% | -11.1% | 0.448% | |
11/7/2023 | Oder Investment Management LLC | 176,686 | $4.15M | 4.5% | -1.9% | 0.883% | |
11/7/2023 | Glass Jacobson Investment Advisors llc | 116,867 | $2.75M | 1.3% | -16.0% | 0.584% | |
11/7/2023 | Wealthstar Advisors LLC | 16,842 | $396K | 0.2% | -21.4% | 0.084% | |
11/6/2023 | Wealthspire Advisors LLC | 91,779 | $2.16M | 0.0% | -2.1% | 0.459% | |
11/6/2023 | Buck Wealth Strategies LLC | 1,429 | $34K | 0.0% | N/A | 0.007% | |
11/6/2023 | Pacific Wealth Strategies Group Inc. | 38,629 | $908K | 1.0% | -6.2% | 0.193% | |
11/3/2023 | MGO One Seven LLC | 24,546 | $577K | 0.0% | +11.9% | 0.123% | |
11/3/2023 | Private Advisor Group LLC | 51,833 | $1.22M | 0.0% | -12.5% | 0.259% | |
10/30/2023 | Evexia Wealth LLC | 30,767 | $722K | 0.4% | +9.0% | 0.152% | |
10/27/2023 | Gradient Investments LLC | 43,546 | $1.02M | 0.0% | -12.5% | 0.216% | |
10/26/2023 | Sound Stewardship LLC | 86,108 | $2.02M | 1.4% | -3.8% | 0.426% | |
10/25/2023 | Gill Capital Partners LLC | 103,545 | $2.43M | 1.1% | -48.9% | 0.513% | |
10/25/2023 | SFE Investment Counsel | 18,100 | $425K | 0.1% | -61.3% | 0.090% | |
10/25/2023 | Ironwood Wealth Management LLC. | 199,616 | $4.69M | 1.9% | -35.0% | 0.988% | |
10/24/2023 | Patton Albertson Miller Group LLC | 43,155 | $1.01M | 0.2% | -2.8% | 0.214% | |
10/24/2023 | J.W. Cole Advisors Inc. | 8,729 | $205K | 0.0% | -41.9% | 0.043% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 381,210 | $8.96M | 0.0% | -0.8% | 1.887% | |
10/24/2023 | Raymond James & Associates | 67,434 | $1.59M | 0.0% | +13.9% | 0.334% | |
10/24/2023 | FinTrust Capital Advisors LLC | 6,434 | $151K | 0.0% | -11.1% | 0.032% | |
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10/24/2023 | Cambridge Investment Research Advisors Inc. | 142,533 | $3.35M | 0.0% | -3.0% | 0.706% | |
10/23/2023 | Commonwealth Equity Services LLC | 145,359 | $3.42M | 0.0% | -14.3% | 0.720% | |
10/20/2023 | Atwood & Palmer Inc. | 2,910 | $68K | 0.0% | -98.1% | 0.014% | |
10/18/2023 | Advisory Alpha LLC | 297,488 | $6.99M | 0.4% | +11.2% | 1.465% | |
10/18/2023 | Private Trust Co. NA | 1,916 | $45K | 0.0% | +287.1% | 0.009% | |
10/17/2023 | S.E.E.D. Planning Group LLC | 139,808 | $3.29M | 1.3% | -36.5% | 0.689% | |
10/17/2023 | Nalls Sherbakoff Group LLC | 8,121 | $191K | 0.2% | -12.4% | 0.040% | |
10/16/2023 | Leavell Investment Management Inc. | 16,180 | $380K | 0.0% | -8.1% | 0.078% | |
10/16/2023 | RFG Advisory LLC | 29,010 | $682K | 0.0% | -3.3% | 0.139% | |
10/13/2023 | Retirement Solution Inc. | 94,271 | $2.22M | 0.7% | -5.5% | 0.453% | |
10/13/2023 | Collective Family Office LLC | 16,671 | $392K | 0.2% | -51.5% | 0.080% | |
10/13/2023 | Global Retirement Partners LLC | 6,707 | $158K | 0.0% | -28.9% | 0.032% | |
10/12/2023 | BCS Wealth Management | 134,255 | $3.16M | 1.3% | -5.3% | 0.645% | |
10/12/2023 | Horizons Wealth Management | 31,553 | $742K | 0.5% | -51.2% | 0.152% | |
10/11/2023 | Ronald Blue Trust Inc. | 1,587 | $37K | 0.0% | N/A | 0.008% | |
10/11/2023 | AE Wealth Management LLC | 162,406 | $3.82M | 0.0% | +3.2% | 0.781% | |
10/11/2023 | CWM LLC | 9,080 | $213K | 0.0% | +527.9% | 0.044% | |
10/5/2023 | Foundations Investment Advisors LLC | 32,092 | $754K | 0.0% | +22.5% | 0.130% | |
10/5/2023 | Mirador Capital Partners LP | 1,467,301 | $34.49M | 7.8% | -13.0% | 5.965% | |
10/5/2023 | Quad Cities Investment Group LLC | 16,449 | $387K | 0.3% | -14.4% | 0.067% | |
9/12/2023 | Farther Finance Advisors LLC | 34,452 | $810K | 0.2% | -41.5% | 0.140% | |
8/24/2023 | Arlington Capital Management Inc. | 18,370 | $432K | 0.4% | +16.6% | 0.075% | |
8/22/2023 | Segment Wealth Management LLC | 16,290 | $383K | 0.0% | -4.7% | 0.066% | |
8/22/2023 | Asset Dedication LLC | 323,408 | $7.60M | 0.6% | +11.9% | 1.315% | |
8/21/2023 | Osaic Holdings Inc. | 206,102 | $4.85M | 0.0% | +5.8% | 0.838% | |
8/15/2023 | Equitable Holdings Inc. | 30,540 | $718K | 0.0% | -48.8% | 0.124% | |
8/15/2023 | Wells Fargo & Company MN | 736,325 | $17.31M | 0.0% | -9.4% | 2.993% | |
8/15/2023 | IMA Wealth Inc. | 51,601 | $1.21M | 0.3% | -91.5% | 0.210% | |
8/15/2023 | Integrated Wealth Concepts LLC | 207,571 | $4.88M | 0.1% | -27.8% | 0.844% | |
8/15/2023 | Wealthsource Partners LLC | 133,439 | $3.14M | 0.2% | +0.4% | 0.542% | |
8/15/2023 | Captrust Financial Advisors | 22,848 | $537K | 0.0% | -31.9% | 0.093% | |
8/15/2023 | Tyler Stone Wealth Management | 8,848 | $208K | 0.1% | N/A | 0.036% | |
8/15/2023 | Royal Bank of Canada | 42,602 | $1.00M | 0.0% | -5.0% | 0.173% | |
8/15/2023 | Stifel Financial Corp | 280,978 | $6.61M | 0.0% | +2.3% | 1.142% | |
8/15/2023 | Citadel Advisors LLC | 31,255 | $735K | 0.0% | +195.1% | 0.127% | |
8/14/2023 | United Capital Financial Advisers LLC | 779,763 | $18.33M | 0.1% | -7.1% | 3.170% | |
8/14/2023 | Mirador Capital Partners LP | 1,686,626 | $39.65M | 9.4% | -18.0% | 6.856% | |
8/14/2023 | IFP Advisors Inc | 3,091 | $73K | 0.0% | -97.0% | 0.013% | |
8/14/2023 | MML Investors Services LLC | 166,948 | $3.93M | 0.0% | +30.7% | 0.679% | |
8/14/2023 | Thrivent Financial for Lutherans | 83,312 | $1.96M | 0.0% | +10.8% | 0.339% | |
8/11/2023 | Renaissance Technologies LLC | 12,200 | $287K | 0.0% | -18.4% | 0.050% | |
8/11/2023 | Kestra Advisory Services LLC | 20,750 | $488K | 0.0% | -24.5% | 0.084% | |
8/11/2023 | Masso Torrence Wealth Management Inc. | 100,711 | $2.37M | 1.7% | -12.6% | 0.409% | |
8/11/2023 | Flaharty Asset Management LLC | 35,725 | $840K | 0.1% | -15.6% | 0.145% | |
8/10/2023 | Osaic Holdings Inc. | 206,102 | $4.85M | 0.0% | +5.8% | 0.838% | |
8/10/2023 | WFA of San Diego LLC | 4,925 | $116K | 0.1% | N/A | 0.020% | |
8/10/2023 | Commonwealth Equity Services LLC | 169,524 | $3.99M | 0.0% | -2.9% | 0.689% | |
8/10/2023 | Private Advisor Group LLC | 59,215 | $1.39M | 0.0% | -13.2% | 0.241% | |
8/10/2023 | Cetera Advisors LLC | 483,735 | $11.37M | 0.2% | -1.7% | 1.966% | |
8/10/2023 | Cetera Advisor Networks LLC | 14,238 | $335K | 0.0% | -17.0% | 0.058% | |
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8/10/2023 | Wintrust Investments LLC | 20,400 | $480K | 0.0% | -24.2% | 0.083% | |
8/9/2023 | Oder Investment Management LLC | 180,035 | $4.23M | 4.6% | N/A | 0.732% | |
8/9/2023 | Spire Wealth Management | 1,076 | $25K | 0.0% | -41.5% | 0.004% | |
8/9/2023 | Flow Traders U.S. LLC | 56,901 | $1.34M | 0.1% | N/A | 0.231% | |
8/8/2023 | Geneos Wealth Management Inc. | 9,909 | $233K | 0.0% | +19.5% | 0.040% | |
8/8/2023 | Blue Barn Wealth LLC | 152,956 | $3.60M | 2.3% | -2.5% | 0.622% | |
8/8/2023 | Prospera Financial Services Inc | 132,389 | $3.11M | 0.1% | -5.0% | 0.538% | |
8/4/2023 | Envestnet Asset Management Inc. | 919,562 | $21.62M | 0.0% | -0.8% | 3.738% | |
8/4/2023 | Rebalance LLC | 106,996 | $2.52M | 0.2% | -15.4% | 0.435% | |
8/4/2023 | Carnegie Capital Asset Management LLC | 8,580 | $202K | 0.0% | -31.3% | 0.035% | |