4/30/2025 | Topsail Wealth Management LLC | 14,472 | $1.11M | 0.2% | -9.4% | 0.096% | |
4/30/2025 | Axxcess Wealth Management LLC | 705,042 | $54.15M | 1.4% | -1.9% | 4.682% | |
4/29/2025 | Envestnet Asset Management Inc. | 51,931 | $3.99M | 0.0% | -59.6% | 0.345% | |
4/28/2025 | Axis Wealth Partners LLC | 6,726 | $517K | 0.4% | +4.0% | 0.045% | |
4/28/2025 | Sensible Financial Planning & Management LLC. | 152,234 | $11.69M | 2.3% | +7.5% | 1.011% | |
4/28/2025 | Redmont Wealth Advisors LLC | 745 | $57K | 0.1% | N/A | 0.005% | |
4/25/2025 | Mather Group LLC. | 3,655 | $281K | 0.0% | -3.6% | 0.024% | |
4/25/2025 | Wealthstar Advisors LLC | 71,068 | $5.46M | 2.5% | N/A | 0.472% | |
4/23/2025 | Creative Financial Designs Inc. ADV | 1,170 | $90K | 0.0% | +13.6% | 0.008% | |
4/23/2025 | Perigon Wealth Management LLC | 35,186 | $2.70M | 0.1% | +2.5% | 0.227% | |
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4/23/2025 | Golden State Wealth Management LLC | 9,906 | $761K | 0.1% | +101.5% | 0.064% | |
4/23/2025 | Consolidated Portfolio Review Corp | 4,783 | $367K | 0.1% | +25.4% | 0.031% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 14,599 | $1.12M | 0.0% | -1.6% | 0.094% | |
4/22/2025 | PFG Investments LLC | 11,606 | $891K | 0.1% | +6.3% | 0.075% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 2,875 | $221K | 0.0% | -96.4% | 0.019% | |
4/18/2025 | Bfsg LLC | 30,922 | $2.38M | 0.3% | +12.3% | 0.205% | |
4/14/2025 | Farther Finance Advisors LLC | 4,158 | $319K | 0.0% | N/A | 0.028% | |
4/14/2025 | Wedmont Private Capital | 999,491 | $74.67M | 3.8% | +8.6% | 6.637% | |
4/9/2025 | RFG Advisory LLC | 16,316 | $1.25M | 0.0% | +14.3% | 0.108% | |
4/9/2025 | Capital Asset Advisory Services LLC | 706,488 | $54.32M | 2.8% | -2.3% | 4.691% | |
4/9/2025 | NBC Securities Inc. | 474 | $36K | 0.0% | N/A | 0.003% | |
2/21/2025 | Vermillion Wealth Management Inc. | 1,746 | $132K | 0.1% | N/A | 0.012% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 114,708 | $8.69M | 2.0% | -14.4% | 0.787% | |
2/18/2025 | Nepc LLC | 2,455,525 | $185.91M | 5.0% | +35.5% | 16.842% | |
2/18/2025 | Note Advisors LLC | 9,310 | $705K | 0.6% | N/A | 0.064% | |
2/17/2025 | Raine Group LLC | 62,795 | $4.75M | 28.4% | +1.6% | 0.431% | |
2/17/2025 | Cetera Investment Advisers | 35,016 | $2.65M | 0.0% | -48.2% | 0.240% | |
2/17/2025 | Bank of America Corp DE | 440,977 | $33.39M | 0.0% | +1.4% | 3.025% | |
2/17/2025 | BNP Paribas | 9,389 | $711K | 0.0% | -3.7% | 0.064% | |
2/17/2025 | Ameriprise Financial Inc. | 22,472 | $1.70M | 0.0% | +49.0% | 0.154% | |
2/14/2025 | Jane Street Group LLC | 5,667 | $429K | 0.0% | N/A | 0.039% | |
2/14/2025 | Betterment LLC | 3,862 | $292K | 0.0% | +22.4% | 0.026% | |
2/14/2025 | Topsail Wealth Management LLC | 15,978 | $1.21M | 0.3% | N/A | 0.110% | |
2/14/2025 | Stifel Financial Corp | 40,710 | $3.08M | 0.0% | +0.9% | 0.279% | |
2/14/2025 | TD Waterhouse Canada Inc. | 30,436 | $2.30M | 0.0% | +0.8% | 0.209% | |
2/14/2025 | MML Investors Services LLC | 161,164 | $12.20M | 0.0% | -42.0% | 1.105% | |
2/13/2025 | Savvy Advisors Inc. | 9,502 | $719K | 0.1% | -2.7% | 0.065% | |
2/13/2025 | Townsquare Capital LLC | 114,708 | $8.69M | 0.1% | -14.4% | 0.787% | |
2/13/2025 | Raymond James Financial Inc. | 16,030 | $1.21M | 0.0% | N/A | 0.110% | |
2/13/2025 | Bank of Montreal Can | 1,376 | $104K | 0.0% | N/A | 0.009% | |
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2/13/2025 | Titleist Asset Management LLC | 39,075 | $2.96M | 0.3% | N/A | 0.268% | |
2/13/2025 | Envestnet Asset Management Inc. | 128,677 | $9.74M | 0.0% | -34.7% | 0.883% | |
2/12/2025 | National Bank of Canada FI | 21,741 | $1.65M | 0.0% | +7.3% | 0.149% | |
2/12/2025 | RWA Wealth Partners LLC | 61,188 | $4.63M | 0.1% | -2.1% | 0.420% | |
2/12/2025 | Loomis Sayles & Co. L P | 85,515 | $6.47M | 0.7% | +7.1% | 0.587% | |
2/12/2025 | JPMorgan Chase & Co. | 43,867 | $3.32M | 0.0% | +4.8% | 0.301% | |
2/12/2025 | Financial Engines Advisors L.L.C. | 137,701 | $10.43M | 0.0% | N/A | 0.944% | |
2/11/2025 | LPL Financial LLC | 95,893 | $7.26M | 0.0% | -11.9% | 0.658% | |
2/10/2025 | Axxcess Wealth Management LLC | 718,891 | $54.43M | 1.3% | +1.0% | 4.931% | |
2/10/2025 | Harbour Investments Inc. | 2,314 | $175K | 0.0% | -82.1% | 0.016% | |
2/10/2025 | Corient Private Wealth LLC | 64,722 | $4.90M | 0.0% | +2.0% | 0.444% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 80,437 | $6.09M | 0.0% | -20.4% | 0.552% | |
2/10/2025 | Commonwealth Equity Services LLC | 3,325 | $252K | 0.0% | -4.2% | 0.023% | |
2/10/2025 | EverSource Wealth Advisors LLC | 1,100 | $83K | 0.0% | N/A | 0.008% | |
2/7/2025 | King Luther Capital Management Corp | 11,303 | $856K | 0.0% | -87.3% | 0.078% | |
2/7/2025 | Axis Wealth Partners LLC | 6,467 | $490K | 0.4% | N/A | 0.044% | |
2/6/2025 | Raymond James Financial Inc. | 16,030 | $1.21M | 0.0% | N/A | 0.110% | |
2/6/2025 | Atria Investments Inc | 4,390 | $332K | 0.0% | -25.1% | 0.030% | |
2/3/2025 | Private Advisor Group LLC | 14,478 | $1.10M | 0.0% | -12.8% | 0.099% | |
1/31/2025 | Bfsg LLC | 27,527 | $2.08M | 0.2% | +2.1% | 0.189% | |
1/31/2025 | Atria Wealth Solutions Inc. | 44,335 | $3.36M | 0.0% | -7.0% | 0.304% | |
1/31/2025 | Truist Financial Corp | 41,166 | $3.12M | 0.0% | +152.1% | 0.282% | |
1/31/2025 | Sanctuary Advisors LLC | 61,919 | $4.72M | 0.0% | +0.9% | 0.425% | |
1/29/2025 | Mill Creek Capital Advisors LLC | 916,624 | $69.40M | 1.7% | +0.4% | 6.287% | |
1/29/2025 | Bristlecone Advisors LLC | 6,929 | $525K | 0.0% | +56.3% | 0.048% | |
1/28/2025 | Canvas Wealth Advisors LLC | 2,800 | $212K | 0.1% | N/A | 0.019% | |
1/28/2025 | Kestra Private Wealth Services LLC | 21,598 | $1.64M | 0.0% | -5.7% | 0.148% | |
1/28/2025 | Stephens Inc. AR | 5,450 | $413K | 0.0% | -6.0% | 0.037% | |
1/28/2025 | Seamount Financial Group Inc. | 3,951 | $299K | 0.2% | -3.8% | 0.027% | |
1/28/2025 | Golden State Wealth Management LLC | 4,916 | $372K | 0.1% | N/A | 0.034% | |
1/28/2025 | Leo Wealth LLC | 35,954 | $2.72M | 0.2% | N/A | 0.247% | |
1/27/2025 | Consolidated Portfolio Review Corp | 3,814 | $289K | 0.0% | N/A | 0.026% | |
1/24/2025 | GDS Wealth Management | 48,108 | $3.64M | 0.3% | -31.4% | 0.330% | |
1/24/2025 | Oregon Pacific Wealth Management LLC | 3,444 | $261K | 0.3% | N/A | 0.024% | |
1/24/2025 | Chicago Partners Investment Group LLC | 19,182 | $1.44M | 0.0% | +63.5% | 0.132% | |
1/22/2025 | Perigon Wealth Management LLC | 34,333 | $2.60M | 0.1% | +36.9% | 0.235% | |
1/22/2025 | Capital Asset Advisory Services LLC | 722,809 | $54.64M | 2.7% | +1.0% | 4.958% | |
1/22/2025 | PFG Investments LLC | 10,916 | $826K | 0.1% | +6.6% | 0.075% | |
1/21/2025 | RFG Advisory LLC | 14,280 | $1.08M | 0.0% | +13.6% | 0.098% | |
1/17/2025 | Mutual Advisors LLC | 4,490 | $340K | 0.0% | -11.4% | 0.031% | |
1/16/2025 | Breakwater Investment Management | 15,046 | $1.14M | 0.5% | +48.9% | 0.103% | |
1/15/2025 | Trust Co. of Vermont | 2,095 | $159K | 0.0% | N/A | 0.014% | |
1/13/2025 | Wedmont Private Capital | 919,993 | $68.92M | 3.6% | +13.6% | 6.310% | |
12/26/2024 | JPMorgan Chase & Co. | 41,864 | $3.32M | 0.0% | -9.9% | 0.306% | |
11/25/2024 | Sanctuary Advisors LLC | 61,343 | $4.70M | 0.0% | +29.2% | 0.449% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 133,986 | $10.63M | 2.6% | -8.5% | 0.981% | |
11/15/2024 | MML Investors Services LLC | 277,852 | $22.03M | 0.1% | +1.2% | 2.034% | |
11/15/2024 | National Bank of Canada FI | 20,266 | $1.61M | 0.0% | +2.9% | 0.148% | |
11/15/2024 | Raine Group LLC | 61,800 | $4.90M | 31.9% | N/A | 0.452% | |
11/15/2024 | Hilltop Holdings Inc. | 5,522 | $438K | 0.0% | N/A | 0.040% | |
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11/14/2024 | Semmax Financial Advisors Inc. | 19,124 | $1.47M | 0.4% | +9.0% | 0.140% | |
11/14/2024 | BNP Paribas | 9,745 | $773K | 0.0% | -2.4% | 0.071% | |
11/13/2024 | Townsquare Capital LLC | 133,986 | $10.63M | 0.1% | -8.5% | 0.981% | |
11/13/2024 | Loomis Sayles & Co. L P | 79,870 | $6.33M | 0.0% | +26.1% | 0.585% | |
11/8/2024 | King Luther Capital Management Corp | 89,048 | $7.06M | 0.0% | -3.1% | 0.652% | |
11/6/2024 | Mill Creek Capital Advisors LLC | 912,675 | $72.38M | 1.7% | +0.8% | 6.681% | |
11/5/2024 | Savvy Advisors Inc. | 9,762 | $774K | 0.2% | +21.9% | 0.071% | |
11/5/2024 | Harbour Investments Inc. | 12,946 | $1.03M | 0.0% | +4.7% | 0.095% | |
11/4/2024 | Addison Advisors LLC | 4,212 | $334K | 0.1% | N/A | 0.031% | |
11/4/2024 | GDS Wealth Management | 70,170 | $5.56M | 0.5% | -32.5% | 0.514% | |