4/15/2024 | WealthCare Investment Partners LLC | 2,119 | $211K | 0.1% | -29.3% | 0.010% | |
4/9/2024 | Collective Family Office LLC | 11,223 | $1.12M | 0.4% | +287.0% | 0.052% | |
4/5/2024 | Compass Wealth Management LLC | 1,422 | $142K | 0.0% | -25.7% | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,200 | $108K | 0.0% | N/A | 0.006% | |
2/21/2024 | Wealth Forward LLC | 11,765 | $1.06M | 0.9% | N/A | 0.054% | |
2/7/2024 | Principal Securities Inc. | 4,423 | $400K | 0.0% | N/A | 0.020% | |
|
2/2/2024 | Atria Wealth Solutions Inc. | 8,560 | $774K | 0.0% | +17.5% | 0.040% | |
1/31/2024 | Zhang Financial LLC | 199,943 | $18.08M | 1.6% | +2.8% | 0.924% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,243 | $112K | 0.0% | -11.8% | 0.006% | |
1/26/2024 | Keener Financial Planning LLC | 2,278 | $206K | 0.2% | N/A | 0.011% | |
1/24/2024 | Advisors Preferred LLC | 60,043 | $5.39M | 0.9% | +164.6% | 0.278% | |
1/24/2024 | Pinnacle Wealth Management LLC | 5,603 | $507K | 0.6% | -53.5% | 0.026% | |
1/18/2024 | Blue Trust Inc. | 7,141 | $646K | 0.0% | N/A | 0.033% | |
1/18/2024 | WealthCare Investment Partners LLC | 2,997 | $270K | 0.1% | N/A | 0.014% | |
1/9/2024 | Collective Family Office LLC | 2,900 | $262K | 0.1% | N/A | 0.013% | |
1/4/2024 | Compass Wealth Management LLC | 1,915 | $173K | 0.0% | N/A | 0.009% | |
11/15/2023 | Integrated Wealth Concepts LLC | 918,450 | $74.39M | 1.3% | +3.0% | 4.246% | |
11/13/2023 | Kestra Advisory Services LLC | 34,901 | $2.83M | 0.0% | +93.3% | 0.161% | |
11/8/2023 | Atria Wealth Solutions Inc. | 7,285 | $590K | 0.0% | +59.9% | 0.034% | |
11/8/2023 | WealthBridge Capital Management LLC | 61,138 | $4.95M | 2.0% | +10.6% | 0.283% | |
11/7/2023 | Advisors Preferred LLC | 22,693 | $1.84M | 0.6% | N/A | 0.105% | |
10/24/2023 | Bank of New York Mellon Corp | 1,197,779 | $97.02M | 0.0% | -38.8% | 5.538% | |
10/24/2023 | Raymond James & Associates | 6,267 | $508K | 0.0% | +3.5% | 0.029% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 3,069 | $249K | 0.0% | N/A | 0.014% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 712,305 | $57.70M | 14.1% | -1.3% | 3.293% | |
10/11/2023 | Zhang Financial LLC | 194,533 | $15.78M | 1.6% | +0.7% | 0.899% | |
10/11/2023 | Geneos Wealth Management Inc. | 1,410 | $114K | 0.0% | -17.5% | 0.007% | |
8/11/2023 | Kestra Advisory Services LLC | 18,055 | $1.51M | 0.0% | N/A | 0.083% | |
8/10/2023 | GeoWealth Management LLC | 302 | $25K | 0.0% | N/A | 0.001% | |
8/10/2023 | Pinnacle Wealth Management LLC | 12,734 | $1.06M | 1.1% | N/A | 0.059% | |
8/9/2023 | Flow Traders U.S. LLC | 73,387 | $6.12M | 0.3% | +967.4% | 0.339% | |
8/3/2023 | Atria Wealth Solutions Inc. | 4,555 | $380K | 0.0% | +9.6% | 0.020% | |
8/3/2023 | Bank of New York Mellon Corp | 1,957,454 | $163.17M | 0.0% | -9.3% | 8.635% | |
8/1/2023 | WealthBridge Capital Management LLC | 55,273 | $4.61M | 1.8% | +1.1% | 0.244% | |
7/31/2023 | LPL Financial LLC | 36,048 | $3.01M | 0.0% | +5.8% | 0.159% | |
7/28/2023 | Retirement Income Solutions Inc | 9,587 | $799K | 0.2% | -22.5% | 0.042% | |
7/25/2023 | Raymond James & Associates | 6,057 | $505K | 0.0% | -31.9% | 0.027% | |
7/20/2023 | Exchange Traded Concepts LLC | 519,632 | $43.32M | 1.1% | N/A | 2.292% | |
7/19/2023 | Foundations Investment Advisors LLC | 10,775 | $898K | 0.0% | N/A | 0.048% | |
7/18/2023 | Zhang Financial LLC | 193,201 | $16.09M | 1.7% | -5.9% | 0.852% | |
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7/18/2023 | Sentinel Pension Advisors Inc. | 721,431 | $60.14M | 14.6% | +1.6% | 3.182% | |
5/12/2023 | Cahill Financial Advisors Inc. | 2,722 | $207K | 0.0% | N/A | 0.012% | |
5/11/2023 | Envestnet Asset Management Inc. | 8,413 | $641K | 0.0% | +2.0% | 0.037% | |
5/11/2023 | WealthBridge Capital Management LLC | 54,659 | $4.16M | 1.7% | +1.4% | 0.241% | |
5/11/2023 | Zhang Financial LLC | 205,368 | $15.64M | 1.8% | -29.0% | 0.906% | |
5/9/2023 | Bank of New York Mellon Corp | 2,158,148 | $164.34M | 0.0% | -5.1% | 9.520% | |
5/5/2023 | Retirement Income Solutions Inc | 12,366 | $942K | 0.3% | -29.7% | 0.177% | |
5/3/2023 | Integrated Wealth Concepts LLC | 864,225 | $65.81M | 1.4% | +21.2% | 12.399% | |
4/28/2023 | Sentinel Pension Advisors Inc. | 710,269 | $53.77M | 13.6% | +7.1% | 10.190% | |
4/19/2023 | Herold Advisors Inc. | 6,715 | $511K | 0.2% | -20.5% | 0.096% | |
4/14/2023 | Raymond James & Associates | 8,891 | $677K | 0.0% | N/A | 0.128% | |
2/15/2023 | Fort Point Capital Partners LLC | 12,003 | $841K | 0.1% | -1.6% | 0.172% | |
2/13/2023 | Integrated Wealth Concepts LLC | 713,252 | $50.00M | 1.4% | +3.2% | 10.233% | |
2/8/2023 | Retirement Income Solutions Inc | 17,591 | $1.23M | 0.4% | -38.7% | 0.252% | |
2/7/2023 | LPL Financial LLC | 33,787 | $2.37M | 0.0% | -32.8% | 0.485% | |
2/7/2023 | IFP Advisors Inc | 2,152 | $112K | 0.0% | +331.3% | 0.031% | |
2/7/2023 | Envestnet Asset Management Inc. | 8,246 | $578K | 0.0% | +4.9% | 0.118% | |
2/6/2023 | Sentinel Pension Advisors Inc. | 663,197 | $46.49M | 14.6% | +3.8% | 9.515% | |
1/31/2023 | WealthBridge Capital Management LLC | 53,904 | $3.78M | 1.6% | -6.8% | 0.773% | |
1/17/2023 | Zhang Financial LLC | 289,178 | $20.27M | 2.6% | -17.2% | 4.149% | |
12/8/2022 | Bank of New York Mellon Corp | 2,380,801 | $158.13M | 0.0% | +13.4% | 38.712% | |
11/15/2022 | Flow Traders U.S. LLC | 41,329 | $2.75M | 0.1% | -41.8% | 0.672% | |
11/15/2022 | Bank of New York Mellon Corp | 2,380,801 | $158.13M | 0.0% | +13.4% | 38.712% | |
11/9/2022 | Fort Point Capital Partners LLC | 12,193 | $810K | 0.1% | +3.4% | 0.198% | |
11/3/2022 | Creative Planning | 63,911 | $4.25M | 0.0% | -88.8% | 1.039% | |
11/2/2022 | Retirement Income Solutions Inc | 28,700 | $1.94M | 0.7% | -7.4% | 0.467% | |
11/1/2022 | Sentinel Pension Advisors Inc. | 638,749 | $42.43M | 14.8% | +7.3% | 10.386% | |
10/24/2022 | Annapolis Financial Services LLC | 373 | $25K | 0.0% | N/A | 0.006% | |
10/18/2022 | Zhang Financial LLC | 349,193 | $23.19M | 3.5% | +11.1% | 5.641% | |
9/16/2022 | Private Trust Co. NA | 1,314 | $92K | 0.0% | N/A | 0.022% | |
8/16/2022 | Retirement Income Solutions Inc | 30,996 | $2.17M | 0.8% | N/A | 0.519% | |
8/16/2022 | Creative Planning | 568,674 | $39.75M | 0.1% | N/A | 9.526% | |
8/13/2022 | Flow Traders U.S. LLC | 71,063 | $4.97M | 0.3% | +9.5% | 1.190% | |
8/9/2022 | SeaCrest Wealth Management LLC | 605 | $42K | 0.0% | N/A | 0.010% | |
8/9/2022 | Sentinel Pension Advisors Inc. | 595,326 | $41.61M | 14.0% | +62.8% | 9.972% | |
8/8/2022 | Walleye Capital LLC | 5,015 | $351K | 0.0% | -44.2% | 0.084% | |
8/8/2022 | Integrated Wealth Concepts LLC | 647,477 | $45.25M | 1.4% | +1.9% | 10.846% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 24,428 | $1.71M | 0.0% | +61.9% | 0.409% | |
7/14/2022 | Zhang Financial LLC | 314,246 | $21.96M | 3.5% | +27.6% | 5.126% | |
5/27/2022 | Walleye Capital LLC | 8,983 | $763K | 0.0% | N/A | 0.143% | |
5/12/2022 | Integrated Wealth Concepts LLC | 635,431 | $53.97M | 1.6% | +41.1% | 10.102% | |
5/12/2022 | Cambridge Trust Co. | 438 | $37K | 0.0% | N/A | 0.007% | |
5/11/2022 | Bank of New York Mellon Corp | 2,893,965 | $245.79M | 0.0% | +1.9% | 46.009% | |
5/9/2022 | Northwestern Mutual Wealth Management Co. | 15,085 | $1.28M | 0.0% | N/A | 0.240% | |
5/9/2022 | Herold Advisors Inc. | 8,795 | $747K | 0.3% | -5.2% | 0.140% | |
5/6/2022 | Sentinel Pension Advisors Inc. | 365,604 | $31.05M | 10.5% | N/A | 5.812% | |
5/4/2022 | Advisor Group Holdings Inc. | 10,790 | $910K | 0.0% | -9.9% | 0.170% | |
4/21/2022 | Zhang Financial LLC | 246,273 | $20.92M | 3.5% | +99.2% | 4.519% | |
4/15/2022 | WealthBridge Capital Management LLC | 44,631 | $3.79M | 1.4% | +46.0% | 0.819% | |
4/6/2022 | Advisory Resource Group | 80,885 | $6.87M | 2.1% | -59.1% | 1.484% | |
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2/15/2022 | Integrated Wealth Concepts LLC | 450,231 | $40.35M | 1.2% | +10.3% | 8.261% | |
2/14/2022 | Fort Point Capital Partners LLC | 8,188 | $734K | 0.1% | +31.2% | 0.150% | |
2/10/2022 | Zhang Financial LLC | 123,646 | $11.08M | 2.0% | +88.8% | 2.269% | |
2/8/2022 | Advisory Resource Group | 197,600 | $16.71M | 5.6% | +2.6% | 3.626% | |
2/3/2022 | Advisor Group Holdings Inc. | 11,979 | $1.07M | 0.0% | +149.9% | 0.220% | |
11/18/2021 | Bank of New York Mellon Corp | 2,531,041 | $206.46M | 0.0% | +1.7% | 50.621% | |
11/15/2021 | Flow Traders U.S. LLC | 28,667 | $2.34M | 0.1% | -72.7% | 0.637% | |
11/12/2021 | Fort Point Capital Partners LLC | 6,243 | $509K | 0.1% | N/A | 0.139% | |
11/10/2021 | Goldman Sachs Group Inc. | 22,398 | $1.83M | 0.0% | N/A | 0.498% | |
11/5/2021 | Advisory Services Network LLC | 6,870 | $560K | 0.0% | +88.7% | 0.153% | |