4/24/2024 | Simplicity Wealth LLC | 5,196 | $409K | 0.0% | N/A | 0.005% | |
4/23/2024 | Bfsg LLC | 1,506 | $118K | 0.0% | N/A | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 259,565 | $20.41M | 0.8% | +9.8% | 0.242% | |
4/23/2024 | Fifth Third Bancorp | 824 | $65K | 0.0% | -70.9% | 0.001% | |
4/23/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,806 | $288K | 0.0% | -12.5% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 142,517 | $11.21M | 0.0% | +23.7% | 0.133% | |
|
4/23/2024 | Sapient Capital LLC | 5,892 | $463K | 0.0% | +16.1% | 0.005% | |
4/22/2024 | Raymond James & Associates | 669,084 | $52.62M | 0.0% | +64.7% | 0.624% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 2,728 | $215K | 0.1% | N/A | 0.003% | |
4/18/2024 | Verum Partners LLC | 22,538 | $1.77M | 0.6% | -28.0% | 0.021% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,266 | $100K | 0.0% | -98.6% | 0.001% | |
4/18/2024 | Congress Wealth Management LLC DE | 386,008 | $30.36M | 0.5% | -0.7% | 0.360% | |
4/18/2024 | Golden Road Advisors LLC | 51,572 | $4.06M | 3.4% | +2.6% | 0.048% | |
4/18/2024 | Fifth Third Securities Inc. | 137,914 | $10.85M | 1.1% | -0.8% | 0.129% | |
4/18/2024 | Optas LLC | 114,455 | $9.00M | 2.5% | +1.9% | 0.107% | |
4/16/2024 | Moisand Fitzgerald Tamayo LLC | 3,896 | $306K | 0.0% | -33.4% | 0.004% | |
4/16/2024 | Financial Management Professionals Inc. | 851 | $67K | 0.0% | N/A | 0.001% | |
4/16/2024 | Indiana Trust & Investment Management CO | 9,407 | $740K | 0.3% | -2.8% | 0.009% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 253,602 | $19.94M | 0.1% | +3.0% | 0.237% | |
4/16/2024 | Advocacy Wealth Management Services LLC | 26,855 | $2.11M | 0.2% | -80.9% | 0.025% | |
4/15/2024 | Cairn Investment Group Inc. | 29,717 | $2.34M | 1.3% | +8.5% | 0.028% | |
4/15/2024 | Hillman Co. | 131,536 | $10.34M | 4.8% | +136.8% | 0.123% | |
4/15/2024 | Wealthcare Capital Management LLC | 8,893 | $699K | 0.1% | -25.8% | 0.008% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 68,597 | $5.39M | 0.2% | +12.7% | 0.064% | |
4/15/2024 | Corundum Group Inc. | 41,304 | $3.25M | 1.6% | +42.8% | 0.039% | |
4/15/2024 | RFG Holdings Inc. | 6,014 | $474K | 0.2% | -46.1% | 0.006% | |
4/15/2024 | Lpwm LLC | 22,369 | $1.72M | 0.6% | -0.7% | 0.021% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,933 | $938K | 0.1% | +5.5% | 0.011% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 238,031 | $18.72M | 2.5% | -8.9% | 0.222% | |
4/12/2024 | Global Assets Advisory LLC | 19,548 | $1.54M | 0.0% | N/A | 0.018% | |
4/12/2024 | Steph & Co. | 523 | $41K | 0.0% | -53.6% | 0.000% | |
4/11/2024 | SignalPoint Asset Management LLC | 4,225 | $332K | 0.1% | +8.6% | 0.004% | |
4/11/2024 | RFG Advisory LLC | 21,781 | $1.71M | 0.1% | N/A | 0.020% | |
4/10/2024 | Marcum Wealth LLC | 10,378 | $816K | 0.1% | -1.5% | 0.010% | |
4/10/2024 | Bromfield Sneider Wealth Advisors | 20,374 | $1.60M | 1.0% | +20.5% | 0.019% | |
4/10/2024 | Ridgewood Investments LLC | 28,661 | $2.25M | 1.2% | +4.1% | 0.027% | |
4/10/2024 | Wedmont Private Capital | 29,296 | $2.28M | 0.2% | -1.0% | 0.027% | |
4/9/2024 | Deane Retirement Strategies Inc. | 328 | $26K | 0.0% | N/A | 0.000% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 22,363 | $1.76M | 1.1% | +4.2% | 0.020% | |
3/22/2024 | PNC Financial Services Group Inc. | 934,859 | $67.82M | 0.1% | +3.0% | 0.852% | |
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3/19/2024 | M3 Advisory Group LLC | 21,003 | $1.52M | 1.8% | N/A | 0.019% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 18,952 | $1.38M | 0.0% | -2.6% | 0.017% | |
3/14/2024 | Golden Road Advisors LLC | 50,277 | $3.65M | 3.5% | N/A | 0.046% | |
3/1/2024 | Goldman Sachs Group Inc. | 682,372 | $49.50M | 0.0% | -7.2% | 0.622% | |
2/23/2024 | Regal Wealth Group Inc. | 4,596 | $331K | 0.2% | N/A | 0.004% | |
2/21/2024 | Garde Capital Inc. | 1,478 | $107K | 0.0% | N/A | 0.001% | |
2/20/2024 | Wellington Wealth Strategies LLC. | 4,604 | $334K | 0.3% | N/A | 0.004% | |
2/15/2024 | Comerica Bank | 428,636 | $31.09M | 0.1% | +2.0% | 0.391% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 379 | $27K | 0.0% | N/A | 0.000% | |
2/14/2024 | Cullen Capital Management LLC | 14,000 | $1.02M | 0.0% | N/A | 0.013% | |
2/14/2024 | Cairn Investment Group Inc. | 27,392 | $1.99M | 1.2% | -7.8% | 0.025% | |
2/14/2024 | Personal CFO Solutions LLC | 10,973 | $796K | 0.1% | N/A | 0.010% | |
2/14/2024 | Westwood Holdings Group Inc. | 84,335 | $6.12M | 0.1% | -18.4% | 0.077% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 41,693 | $3.02M | 0.2% | +164.0% | 0.038% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,242,132 | $162.64M | 0.1% | +2.7% | 2.043% | |
2/13/2024 | Cetera Advisor Networks LLC | 202,954 | $14.72M | 0.1% | +1.3% | 0.185% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,201 | $87K | 0.0% | +353.2% | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 33,940 | $2.46M | 0.1% | -27.8% | 0.031% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 8,302 | $602K | 0.0% | N/A | 0.008% | |
2/13/2024 | Jones Financial Companies Lllp | 1,646 | $119K | 0.0% | N/A | 0.002% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 269,681 | $19.56M | 3.1% | +10.0% | 0.246% | |
2/12/2024 | Condor Capital Management | 378,705 | $27.47M | 2.9% | -0.3% | 0.345% | |
2/12/2024 | New Republic Capital LLC | 718 | $52K | 0.0% | -52.9% | 0.001% | |
2/12/2024 | Elevatus Welath Management | 7,417 | $538K | 0.2% | -50.0% | 0.007% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,784 | $347K | 0.0% | +11.2% | 0.004% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 6,393 | $464K | 0.0% | -6.5% | 0.006% | |
2/12/2024 | Hsbc Holdings PLC | 48,059 | $3.49M | 0.0% | +48.2% | 0.044% | |
2/9/2024 | Congress Wealth Management LLC DE | 388,550 | $28.19M | 0.5% | -0.6% | 0.354% | |
2/9/2024 | Advisory Services Network LLC | 5,605 | $407K | 0.0% | -5.4% | 0.005% | |
2/9/2024 | Commerce Bank | 116,010 | $8.42M | 0.1% | +40.5% | 0.106% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 30,524 | $2.21M | 0.0% | +11.5% | 0.028% | |
2/9/2024 | Wealth Dimensions Group Ltd. | 244,262 | $17.72M | 5.6% | +0.1% | 0.223% | |
2/9/2024 | CreativeOne Wealth LLC | 6,788 | $492K | 0.0% | +11.5% | 0.006% | |
2/9/2024 | Corient Private Wealth LLC | 24,321 | $1.76M | 0.0% | -5.4% | 0.022% | |
2/9/2024 | D.A. Davidson & CO. | 24,863 | $1.80M | 0.0% | -5.7% | 0.023% | |
2/9/2024 | Wells Fargo & Company MN | 904,300 | $65.60M | 0.0% | -0.9% | 0.824% | |
2/9/2024 | UBS Group AG | 2,616,087 | $189.77M | 0.1% | +27.2% | 2.384% | |
2/9/2024 | PNC Financial Services Group Inc. | 934,859 | $67.82M | 0.1% | +3.0% | 0.852% | |
2/8/2024 | Brown Advisory Inc. | 100,196 | $7.27M | 0.0% | +9.3% | 0.091% | |
2/8/2024 | Level Four Advisory Services LLC | 6,798 | $493K | 0.0% | +8.6% | 0.006% | |
2/8/2024 | NorthRock Partners LLC | 13,435 | $975K | 0.1% | -1.0% | 0.012% | |
2/8/2024 | Beacon Pointe Advisors LLC | 102,170 | $7.41M | 0.1% | -12.4% | 0.093% | |
2/8/2024 | Savvy Advisors Inc. | 5,389 | $391K | 0.4% | N/A | 0.005% | |
2/8/2024 | Empire Life Investments Inc. | 22,491 | $1.63M | 0.1% | -68.3% | 0.020% | |
2/8/2024 | Wealthcare Capital Management LLC | 11,983 | $869K | 0.1% | -50.7% | 0.011% | |
2/8/2024 | Janney Montgomery Scott LLC | 1,737,071 | $126.01M | 0.4% | +1.6% | 1.583% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,247 | $816K | 0.0% | +6.8% | 0.010% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 5,961 | $432K | 0.0% | -92.5% | 0.005% | |
2/7/2024 | Principal Financial Group Inc. | 62,519 | $4.54M | 0.0% | -5.3% | 0.057% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 41,566 | $3.02M | 0.0% | +2.7% | 0.038% | |
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2/7/2024 | One Capital Management LLC | 52,186 | $3.79M | 0.1% | +1.1% | 0.048% | |
2/7/2024 | QRG Capital Management Inc. | 5,464 | $396K | 0.0% | +70.1% | 0.005% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 5,736 | $416K | 0.2% | -4.4% | 0.005% | |
2/7/2024 | Dana Investment Advisors Inc. | 10,295 | $747K | 0.0% | -5.5% | 0.009% | |
2/7/2024 | MESIROW FINANCIAL INVESTMENT MANAGEMENT Fixed Income | 99,849 | $7.24M | 10.8% | -3.0% | 0.091% | |
2/7/2024 | Principal Street Partners LLC | 8,548 | $620K | 0.1% | -50.0% | 0.008% | |
2/7/2024 | Principal Securities Inc. | 739 | $54K | 0.0% | N/A | 0.001% | |
2/7/2024 | Wealthspire Advisors LLC | 16,313 | $1.18M | 0.0% | +3.9% | 0.015% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 6,727 | $488K | 0.1% | N/A | 0.006% | |
2/6/2024 | RMR Wealth Builders | 5,529 | $401K | 0.1% | +6.0% | 0.005% | |