4/18/2024 | Oxinas Partners Wealth Management LLC | 21,031 | $1.17M | 0.8% | +30.0% | 0.057% | |
4/18/2024 | Fidato Wealth LLC | 12,670 | $705K | 0.6% | +8.5% | 0.034% | |
4/18/2024 | Kowal Investment Group LLC | 5,450 | $303K | 0.1% | -32.1% | 0.015% | |
4/17/2024 | Trilogy Capital Inc. | 14,896 | $829K | 0.0% | -16.2% | 0.040% | |
4/17/2024 | Avalon Capital Management | 15,048 | $838K | 0.3% | +7.2% | 0.041% | |
4/16/2024 | Weaver Consulting Group | 75,453 | $4.20M | 1.6% | -0.3% | 0.205% | |
|
4/16/2024 | Capital Insight Partners LLC | 24,657 | $1.37M | 0.3% | -14.6% | 0.067% | |
4/16/2024 | Harbor Group Inc. | 27,661 | $1.54M | 0.4% | -4.5% | 0.075% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 76,490 | $4.26M | 0.0% | +2.1% | 0.208% | |
4/15/2024 | Aspiriant LLC | 414,900 | $23.10M | 1.0% | -10.6% | 1.127% | |
4/15/2024 | Brookstone Capital Management | 62,238 | $3.47M | 0.1% | -2.7% | 0.169% | |
4/15/2024 | Sunbelt Securities Inc. | 5,818 | $324K | 0.0% | +51.6% | 0.016% | |
4/15/2024 | Kingswood Wealth Advisors LLC | 11,500 | $640K | 0.1% | -2.5% | 0.031% | |
4/12/2024 | Fermata Advisors LLC | 3,615 | $201K | 0.0% | N/A | 0.010% | |
4/12/2024 | Divergent Planning LLC | 5,244 | $291K | 0.1% | -7.3% | 0.014% | |
4/12/2024 | Global Assets Advisory LLC | 1,191,466 | $66.33M | 0.2% | +5,662.8% | 3.169% | |
4/12/2024 | AdvisorNet Financial Inc | 11,813 | $658K | 0.1% | -28.7% | 0.031% | |
4/12/2024 | Lbmc Investment Advisors LLC | 79,982 | $4.45M | 0.4% | -0.5% | 0.213% | |
4/11/2024 | Unique Wealth LLC | 86,310 | $4.81M | 1.4% | +2.2% | 0.230% | |
4/11/2024 | International Assets Investment Management LLC | 4,586 | $254K | 0.0% | +7.4% | 0.012% | |
4/11/2024 | Boston Standard Wealth Management LLC | 6,980 | $389K | 0.1% | +24.3% | 0.019% | |
4/11/2024 | MCIA Inc | 10,284 | $568K | 0.2% | -9.1% | 0.027% | |
4/10/2024 | Legacy Financial Group LLC | 31,403 | $1.75M | 0.4% | N/A | 0.084% | |
4/10/2024 | Weitzel Financial Services Inc. | 6,972 | $386K | 0.2% | +15.8% | 0.019% | |
4/9/2024 | Ellenbecker Investment Group | 68,052 | $3.79M | 0.8% | +4.8% | 0.181% | |
4/9/2024 | New Capital Management LP | 8,033 | $447K | 0.1% | +2.3% | 0.021% | |
4/3/2024 | Strategic Advocates LLC | 6,774 | $377K | 0.1% | -2.7% | 0.018% | |
4/2/2024 | Stonehearth Capital Management LLC | 3,952 | $220K | 0.1% | N/A | 0.011% | |
3/6/2024 | SageView Advisory Group LLC | 13,103 | $700K | 0.0% | -6.0% | 0.035% | |
3/1/2024 | Transcendent Capital Group LLC | 723 | $38K | 0.0% | N/A | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 22,073 | $1.17M | 0.0% | -42.4% | 0.059% | |
2/26/2024 | Integrated Advisors Network LLC | 32,322 | $1.72M | 0.1% | -1.6% | 0.086% | |
2/22/2024 | Napa Wealth Management | 43,927 | $2.34M | 1.3% | N/A | 0.117% | |
2/21/2024 | Wealth Forward LLC | 102,305 | $5.44M | 4.6% | N/A | 0.272% | |
2/16/2024 | SageView Advisory Group LLC | 13,103 | $700K | 0.0% | -6.0% | 0.035% | |
2/16/2024 | Global Assets Advisory LLC | 20,675 | $1.09M | 1.4% | +2.5% | 0.055% | |
2/15/2024 | Gould Capital LLC | 7,316 | $389K | 0.3% | -7.6% | 0.019% | |
2/15/2024 | High Falls Advisors Inc | 14,755 | $785K | 0.2% | +6.3% | 0.039% | |
2/15/2024 | Encompass More Asset Management | 9,404 | $500K | 0.6% | N/A | 0.025% | |
2/15/2024 | Weitzel Financial Services Inc. | 6,020 | $318K | 0.2% | +21.3% | 0.016% | |
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2/15/2024 | Modera Wealth Management LLC | 7,364 | $392K | 0.0% | +40.6% | 0.020% | |
2/15/2024 | Gallagher Fiduciary Advisors LLC | 7,658 | $407K | 0.0% | +22.3% | 0.020% | |
2/15/2024 | Bell Investment Advisors Inc | 149,153 | $7.93M | 1.6% | -5.0% | 0.397% | |
2/15/2024 | Citadel Advisors LLC | 14,647 | $779K | 0.0% | +213.9% | 0.039% | |
2/15/2024 | Comerica Bank | 17,935 | $954K | 0.0% | +333.3% | 0.048% | |
2/14/2024 | Royal Bank of Canada | 256,911 | $13.67M | 0.0% | +40.3% | 0.683% | |
2/14/2024 | Syverson Strege & Co | 6,780 | $361K | 0.1% | -28.6% | 0.018% | |
2/14/2024 | Waverly Advisors LLC | 191,714 | $10.20M | 0.4% | +0.9% | 0.510% | |
2/14/2024 | Kestra Advisory Services LLC | 152,713 | $8.12M | 0.1% | -6.0% | 0.406% | |
2/14/2024 | Creative Planning | 26,384 | $1.40M | 0.0% | N/A | 0.070% | |
2/14/2024 | Greystone Financial Group LLC | 14,242 | $758K | 0.2% | +5.9% | 0.038% | |
2/14/2024 | Elevate Wealth Advisory Inc. | 6,402 | $341K | 0.3% | N/A | 0.017% | |
2/14/2024 | Visionary Wealth Advisors | 41,310 | $2.20M | 0.2% | -3.3% | 0.110% | |
2/14/2024 | Waterloo Capital L.P. | 33,037 | $1.76M | 0.3% | +151.1% | 0.088% | |
2/13/2024 | Envestnet Asset Management Inc. | 391,046 | $20.80M | 0.0% | +379.9% | 1.040% | |
2/13/2024 | Cetera Advisor Networks LLC | 25,363 | $1.35M | 0.0% | +1.2% | 0.067% | |
2/13/2024 | Goldman Sachs Group Inc. | 22,073 | $1.17M | 0.0% | -42.4% | 0.059% | |
2/13/2024 | Coco Enterprises LLC | 24,837 | $1.32M | 1.0% | -1.6% | 0.066% | |
2/13/2024 | FinTrust Capital Advisors LLC | 34,893 | $1.86M | 0.4% | -1.3% | 0.093% | |
2/12/2024 | Chesapeake Wealth Management | 3,960 | $211K | 0.1% | N/A | 0.011% | |
2/12/2024 | Burkett Financial Services LLC | 537 | $29K | 0.0% | N/A | 0.001% | |
2/12/2024 | Stifel Financial Corp | 259,280 | $13.79M | 0.0% | +216.3% | 0.690% | |
2/9/2024 | Advisory Services Network LLC | 2,645 | $141K | 0.0% | N/A | 0.007% | |
2/9/2024 | TBH Global Asset Management LLC | 5,125 | $273K | 0.1% | -49.4% | 0.014% | |
2/9/2024 | SageView Advisory Group LLC | 13,103 | $700K | 0.0% | -6.0% | 0.035% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 172,242 | $9.16M | 0.0% | +0.3% | 0.458% | |
2/9/2024 | Assetmark Inc. | 324,385 | $17.25M | 0.1% | -5.8% | 0.863% | |
2/9/2024 | Corient Private Wealth LLC | 40,510 | $2.16M | 0.0% | +2.1% | 0.108% | |
2/9/2024 | D.A. Davidson & CO. | 9,903 | $527K | 0.0% | +93.4% | 0.026% | |
2/9/2024 | Wells Fargo & Company MN | 2,404,813 | $127.91M | 0.0% | +270.1% | 6.396% | |
2/9/2024 | UBS Group AG | 159,853 | $8.50M | 0.0% | -23.3% | 0.425% | |
2/8/2024 | TrinityPoint Wealth LLC | 10,163 | $541K | 0.1% | -47.6% | 0.027% | |
2/8/2024 | Kingsview Wealth Management LLC | 22,066 | $1.17M | 0.0% | -27.7% | 0.059% | |
2/8/2024 | Integrity Wealth Solutions LLC | 9,606 | $511K | 0.4% | N/A | 0.026% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,203 | $330K | 0.0% | -22.6% | 0.016% | |
2/8/2024 | Efficient Advisors LLC | 6,859 | $365K | 0.0% | -15.2% | 0.018% | |
2/8/2024 | Wade G W & Inc. | 48,562 | $2.58M | 0.1% | -8.9% | 0.129% | |
2/8/2024 | Foundations Investment Advisors LLC | 5,096 | $273K | 0.0% | +19.7% | 0.014% | |
2/8/2024 | Janney Montgomery Scott LLC | 256,609 | $13.65M | 0.0% | +369.7% | 0.682% | |
2/8/2024 | Nvwm LLC | 5,182 | $276K | 0.1% | +38.6% | 0.014% | |
2/8/2024 | JNBA Financial Advisors | 856 | $46K | 0.0% | -48.9% | 0.002% | |
2/7/2024 | Avantax Advisory Services Inc. | 43,814 | $2.33M | 0.0% | +27.9% | 0.117% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 15,700 | $835K | 0.1% | +8.3% | 0.042% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,469 | $557K | 0.0% | +34.6% | 0.028% | |
2/7/2024 | Strategic Advocates LLC | 6,965 | $370K | 0.2% | -13.0% | 0.019% | |
2/7/2024 | Integrity Financial Corp WA | 26,924 | $1.43M | 1.0% | -6.7% | 0.072% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 5,360 | $285K | 0.0% | N/A | 0.014% | |
2/7/2024 | Lebenthal Global Advisors LLC | 175,964 | $9.36M | 2.2% | +1,881.4% | 0.468% | |
2/7/2024 | Van Hulzen Asset Management LLC | 5,721 | $304K | 0.0% | +14.7% | 0.015% | |
2/7/2024 | Howard Wealth Management LLC | 5,245 | $279K | 0.2% | -7.8% | 0.014% | |
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2/7/2024 | Patton Albertson Miller Group LLC | 79,179 | $4.21M | 0.7% | -0.6% | 0.211% | |
2/7/2024 | Verus Financial Partners Inc. | 11,416 | $608K | 0.1% | -6.6% | 0.030% | |
2/6/2024 | Moss Adams Wealth Advisors LLC | 5,276 | $281K | 0.1% | +19.3% | 0.014% | |
2/6/2024 | Pacific Capital Wealth Advisors Inc. | 23,335 | $1.24M | 0.3% | +3.0% | 0.062% | |
2/6/2024 | Balanced Wealth Group LLC | 7,027 | $374K | 0.2% | N/A | 0.019% | |
2/6/2024 | Peregrine Asset Advisers Inc. | 5,613 | $299K | 0.1% | -6.0% | 0.015% | |
2/6/2024 | Lincoln National Corp | 14,410 | $766K | 0.0% | +1.4% | 0.038% | |
2/6/2024 | Private Advisor Group LLC | 22,225 | $1.18M | 0.0% | +13.8% | 0.059% | |
2/6/2024 | Gallacher Capital Management LLC | 8,840 | $470K | 0.3% | +24.3% | 0.024% | |
2/6/2024 | National Bank of Canada FI | 86,788 | $4.58M | 0.0% | +95.6% | 0.231% | |