5/9/2024 | SageView Advisory Group LLC | 4,687 | $262K | 0.0% | N/A | 0.036% | |
5/9/2024 | Texas Yale Capital Corp. | 33,209 | $1.85M | 0.1% | +2.0% | 0.254% | |
5/9/2024 | Camelot Portfolios LLC | 13,824 | $771K | 0.8% | -22.5% | 0.106% | |
5/8/2024 | Watershed Private Wealth LLC | 5,348 | $298K | 0.1% | N/A | 0.041% | |
5/8/2024 | Thoroughbred Financial Services LLC | 6,121 | $341K | 0.0% | -20.8% | 0.047% | |
5/7/2024 | Atomi Financial Group Inc. | 6,757 | $377K | 0.0% | +17.9% | 0.052% | |
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5/7/2024 | CarsonAllaria Wealth Management Ltd. | 38,464 | $2.15M | 1.3% | +1.4% | 0.294% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 185,657 | $10.36M | 0.3% | -1.7% | 1.417% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,214 | $68K | 0.0% | +18.8% | 0.009% | |
5/3/2024 | Rehmann Capital Advisory Group | 5,213 | $291K | 0.0% | +4.7% | 0.038% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,804 | $101K | 0.0% | +40.9% | 0.013% | |
5/3/2024 | Whittier Trust Co. | 5,778 | $322K | 0.0% | -8.3% | 0.042% | |
4/30/2024 | Investment Advisory Group LLC | 4,869 | $272K | 0.1% | N/A | 0.036% | |
4/29/2024 | Commonwealth Equity Services LLC | 27,184 | $1.52M | 0.0% | +51.6% | 0.200% | |
4/26/2024 | Checchi Capital Advisers LLC | 58,209 | $3.25M | 0.3% | +4.4% | 0.428% | |
4/24/2024 | Spire Wealth Management | 12,060 | $673K | 0.0% | +8.4% | 0.089% | |
4/23/2024 | Mason & Associates Inc | 57,483 | $3.21M | 0.9% | N/A | 0.423% | |
4/23/2024 | Venturi Wealth Management LLC | 111,988 | $6.25M | 0.4% | +7.8% | 0.823% | |
4/22/2024 | HF Advisory Group LLC | 3,936 | $220K | 0.1% | N/A | 0.029% | |
4/18/2024 | Financial Strategies Group Inc. | 34,944 | $2.01M | 0.5% | -1.8% | 0.236% | |
4/18/2024 | Omega Financial Group LLC | 11,764 | $656K | 0.3% | -4.1% | 0.079% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 26,509 | $1.48M | 0.7% | -1.6% | 0.179% | |
4/15/2024 | WealthCare Investment Partners LLC | 8,338 | $465K | 0.2% | +13.2% | 0.056% | |
4/11/2024 | Maryland Capital Advisors Inc. | 19,114 | $1.07M | 0.7% | +1.6% | 0.129% | |
4/10/2024 | Apella Capital LLC | 66,575 | $3.83M | 0.2% | +17.2% | 0.450% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 5,004 | $279K | 0.0% | -6.0% | 0.034% | |
3/22/2024 | PNC Financial Services Group Inc. | 526 | $30K | 0.0% | +152.9% | 0.004% | |
2/29/2024 | Tortoise Investment Management LLC | 60,918 | $3.44M | 0.5% | -1.8% | 0.412% | |
2/21/2024 | Austin Wealth Management LLC | 13,709 | $759K | 0.2% | -4.2% | 0.093% | |
2/14/2024 | Creative Planning | 3,974,825 | $224.42M | 0.3% | +1.2% | 26.857% | |
2/14/2024 | Vista Investment Management | 18,489 | $1.04M | 0.5% | +30.6% | 0.125% | |
2/14/2024 | MGO One Seven LLC | 88,301 | $4.99M | 0.3% | +61.3% | 0.597% | |
2/14/2024 | Waddell & Associates LLC | 569,090 | $32.13M | 4.3% | +1.2% | 3.845% | |
2/12/2024 | TD Capital Management LLC | 848 | $48K | 0.0% | +136.2% | 0.006% | |
2/9/2024 | Sepio Capital LP | 44,723 | $2.53M | 0.2% | +5.2% | 0.302% | |
2/9/2024 | Corient Private Wealth LLC | 9,699 | $548K | 0.0% | +4.9% | 0.066% | |
2/9/2024 | Wells Fargo & Company MN | 138,909 | $7.84M | 0.0% | +3.7% | 0.939% | |
2/9/2024 | Thoroughbred Financial Services LLC | 7,730 | $436K | 0.0% | +5.1% | 0.052% | |
2/9/2024 | MainStreet Investment Advisors LLC | 5,324 | $301K | 0.0% | -23.9% | 0.036% | |
2/8/2024 | Financial Advocates Investment Management | 38,178 | $2.14M | 0.1% | -3.0% | 0.258% | |
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2/8/2024 | Tortoise Investment Management LLC | 61,103 | $3.34M | 0.4% | -1.5% | 0.413% | |
2/7/2024 | Shore Point Advisors LLC | 8,721 | $492K | 0.3% | +18.3% | 0.059% | |
2/7/2024 | Principal Securities Inc. | 2,106 | $119K | 0.0% | N/A | 0.014% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 188,853 | $10.66M | 0.4% | -0.3% | 1.276% | |
2/6/2024 | N.E.W. Advisory Services LLC | 170,146 | $9.61M | 1.2% | -0.5% | 1.150% | |
2/6/2024 | Private Advisor Group LLC | 5,518 | $312K | 0.0% | N/A | 0.037% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,577 | $315K | 0.0% | -71.3% | 0.038% | |
2/6/2024 | Spire Wealth Management | 11,130 | $607K | 0.0% | +4.6% | 0.075% | |
2/6/2024 | WESCAP Management Group Inc. | 76,158 | $4.30M | 1.4% | -2.7% | 0.515% | |
2/6/2024 | Merit Financial Group LLC | 14,059 | $794K | 0.0% | N/A | 0.095% | |
2/6/2024 | Montis Financial LLC | 4,062 | $229K | 0.1% | N/A | 0.027% | |
2/6/2024 | JFG Wealth Management LLC | 12,491 | $705K | 0.2% | N/A | 0.084% | |
2/6/2024 | Johnson Financial Group LLC | 27,106 | $1.53M | 0.2% | +235.8% | 0.183% | |
2/6/2024 | New York Life Investment Management LLC | 1,804,367 | $101.88M | 1.0% | +0.6% | 12.192% | |
2/5/2024 | Sequent Asset Management LLC | 3,784 | $214K | 0.1% | N/A | 0.026% | |
2/2/2024 | Valmark Advisers Inc. | 7,937 | $448K | 0.0% | N/A | 0.054% | |
2/2/2024 | Addison Advisors LLC | 7,905 | $446K | 0.2% | -3.4% | 0.053% | |
2/2/2024 | Alesco Advisors LLC | 16,598 | $937K | 0.0% | -7.7% | 0.112% | |
2/2/2024 | BIP Wealth LLC | 86,212 | $4.87M | 0.4% | +19.8% | 0.583% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 26,933 | $1.52M | 0.7% | +5.3% | 0.182% | |
1/26/2024 | Geneos Wealth Management Inc. | 1,022 | $58K | 0.0% | N/A | 0.007% | |
1/24/2024 | Stratos Wealth Partners LTD. | 37,479 | $2.12M | 0.0% | +202.3% | 0.253% | |
1/24/2024 | Allworth Financial LP | 1,757 | $99K | 0.0% | -15.7% | 0.012% | |
1/24/2024 | Sowell Financial Services LLC | 10,952 | $618K | 0.0% | -6.4% | 0.074% | |
1/24/2024 | Arkadios Wealth Advisors | 3,721 | $210K | 0.0% | N/A | 0.025% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 4,648 | $262K | 0.1% | -78.6% | 0.031% | |
1/23/2024 | Camelot Portfolios LLC | 17,846 | $1.01M | 0.6% | +16.6% | 0.121% | |
1/23/2024 | Venturi Wealth Management LLC | 103,850 | $5.86M | 0.4% | +0.6% | 0.702% | |
1/23/2024 | Parcion Private Wealth LLC | 7,256 | $410K | 0.0% | -20.6% | 0.049% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 48,819 | $2.76M | 1.0% | -1.4% | 0.330% | |
1/22/2024 | Great Point Wealth Advisors LLC | 138,269 | $7.81M | 2.0% | -2.6% | 0.934% | |
1/22/2024 | SNS Financial Group LLC | 8,815 | $498K | 0.1% | -3.5% | 0.060% | |
1/19/2024 | AdvisorNet Financial Inc | 841 | $47K | 0.0% | +11,914.3% | 0.006% | |
1/19/2024 | Life Planning Partners Inc | 6,000 | $339K | 0.3% | N/A | 0.041% | |
1/18/2024 | WealthCare Investment Partners LLC | 7,365 | $413K | 0.2% | +29.4% | 0.050% | |
1/17/2024 | Maryland Capital Advisors Inc. | 18,818 | $1.06M | 0.7% | +1.4% | 0.127% | |
1/17/2024 | New Millennium Group LLC | 8,572 | $484K | 0.4% | N/A | 0.058% | |
1/17/2024 | Sound Stewardship LLC | 9,862 | $557K | 0.4% | -4.1% | 0.067% | |
1/16/2024 | Raymond James & Associates | 7,103 | $401K | 0.0% | +11.1% | 0.048% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 67,851 | $3.83M | 0.7% | N/A | 0.458% | |
1/11/2024 | Affinity Wealth Management LLC | 324,811 | $18.34M | 3.8% | +1.3% | 2.195% | |
1/11/2024 | Omega Financial Group LLC | 12,271 | $693K | 0.3% | -6.5% | 0.083% | |
1/8/2024 | Pure Financial Advisors LLC | 93,143 | $5.26M | 0.2% | +2.5% | 0.629% | |
1/5/2024 | WealthPLAN Partners LLC | 52,994 | $2.99M | 0.3% | +2.7% | 0.358% | |
1/5/2024 | Apella Capital LLC | 56,828 | $3.17M | 0.2% | +40.2% | 0.384% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 5,324 | $301K | 0.0% | -23.9% | 0.036% | |
12/5/2023 | Austin Wealth Management LLC | 14,312 | $794K | 0.2% | N/A | 0.097% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 16,445 | $879K | 0.0% | -1.8% | 0.111% | |
11/16/2023 | Creative Planning | 3,928,544 | $210.10M | 0.3% | -1.4% | 26.544% | |
11/16/2023 | Beaird Harris Wealth Management LLC | 1,183 | $63K | 0.0% | N/A | 0.008% | |
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11/16/2023 | Essex Financial Services Inc. | 13,230 | $708K | 0.1% | +98.9% | 0.089% | |
11/15/2023 | WealthPlan Investment Management LLC | 51,585 | $2.76M | 0.3% | N/A | 0.349% | |
11/14/2023 | Rehmann Capital Advisory Group | 5,005 | $268K | 0.0% | -6.0% | 0.034% | |
11/13/2023 | Vista Investment Management | 14,153 | $757K | 0.3% | +2.0% | 0.096% | |
11/13/2023 | Mariner LLC | 277,287 | $14.83M | 0.0% | +6.2% | 1.874% | |
11/13/2023 | LPL Financial LLC | 305,045 | $16.31M | 0.0% | +84.3% | 2.061% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 49,525 | $2.65M | 1.1% | -0.8% | 0.335% | |
11/13/2023 | Checchi Capital Advisers LLC | 55,765 | $2.98M | 0.3% | +3.3% | 0.377% | |
11/9/2023 | BIP Wealth LLC | 71,969 | $3.85M | 0.4% | -11.2% | 0.486% | |
11/8/2023 | Spire Wealth Management | 10,642 | $569K | 0.0% | +4.7% | 0.072% | |