2/23/2024 | Beacon Financial Group | 1,933 | $0.20M | 0.0% | N/A | 0.129% | |
2/15/2024 | Modern Wealth Management LLC | 19,979 | $2.10M | 0.3% | N/A | 1.332% | |
2/15/2024 | Comerica Bank | 1,193 | $0.13M | 0.0% | N/A | 0.080% | |
2/14/2024 | Royal Bank of Canada | 5,134 | $0.54M | 0.0% | +11.8% | 0.342% | |
2/14/2024 | Continuum Advisory LLC | 3,172 | $0.33M | 0.0% | -4.7% | 0.211% | |
2/13/2024 | Envestnet Asset Management Inc. | 33,804 | $3.56M | 0.0% | -26.0% | 2.254% | |
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2/13/2024 | Cetera Advisor Networks LLC | 5,051 | $0.53M | 0.0% | -33.1% | 0.337% | |
2/12/2024 | Hilltop Holdings Inc. | 9,142 | $0.96M | 0.1% | +11.4% | 0.609% | |
2/9/2024 | Advisory Services Network LLC | 1,107 | $0.12M | 0.0% | N/A | 0.074% | |
2/9/2024 | US Bancorp DE | 100,854 | $10.61M | 0.0% | +40.7% | 6.724% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 4,775 | $0.50M | 0.0% | +4.4% | 0.318% | |
2/9/2024 | TSA Wealth Managment LLC | 11,963 | $1.26M | 0.6% | N/A | 0.798% | |
2/9/2024 | Hanlon Investment Management Inc. | 3,159 | $0.33M | 0.1% | -39.1% | 0.211% | |
2/9/2024 | Assetmark Inc. | 983,157 | $103.46M | 0.4% | -8.9% | 65.544% | |
2/8/2024 | AMG National Trust Bank | 2,950 | $0.31M | 0.0% | -60.5% | 0.197% | |
2/8/2024 | Kickstand Ventures LLC. | 4,119 | $0.43M | 0.1% | -17.5% | 0.275% | |
2/8/2024 | First United Bank & Trust | 623 | $66K | 0.0% | N/A | 0.042% | |
2/8/2024 | Shared Vision Wealth Group LLC | 4,922 | $0.52M | 0.3% | N/A | 0.328% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,463 | $0.36M | 0.0% | -17.5% | 0.231% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,858 | $0.51M | 0.0% | -5.6% | 0.324% | |
2/7/2024 | Principal Securities Inc. | 235 | $25K | 0.0% | N/A | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 5,079 | $0.53M | 0.0% | -101.2% | 0.339% | |
2/6/2024 | Sheets Smith Wealth Management | 9,700 | $1.02M | 0.1% | N/A | 0.647% | |
2/6/2024 | Aveo Capital Partners LLC | 34,130 | $3.59M | 0.4% | -11.6% | 2.275% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,277 | $1.71M | 0.2% | +98.6% | 1.085% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 8,136 | $0.86M | 0.1% | -5.7% | 0.542% | |
1/31/2024 | Colton Groome Financial Advisors LLC | 32,419 | $3.41M | 1.5% | +50.1% | 2.161% | |
1/25/2024 | International Assets Investment Management LLC | 2,270 | $0.24M | 0.0% | N/A | 0.151% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,009 | $0.42M | 0.0% | -16.4% | 0.267% | |
1/24/2024 | International Assets Investment Management LLC | 2,270 | $0.24M | 0.0% | N/A | 0.151% | |
1/22/2024 | Tower Wealth Partners Inc. | 3,710 | $0.39M | 0.3% | +12.6% | 0.247% | |
1/22/2024 | Mayflower Financial Advisors LLC | 2,086 | $0.22M | 0.0% | -51.0% | 0.139% | |
1/18/2024 | Wooster Corthell Wealth Management Inc. | 8,564 | $0.90M | 0.2% | -3.6% | 0.571% | |
1/16/2024 | Raymond James & Associates | 14,048 | $1.48M | 0.0% | -1.8% | 0.937% | |
1/11/2024 | Affinity Capital Advisors LLC | 4,460 | $0.47M | 0.1% | -39.2% | 0.297% | |
1/11/2024 | Cypress Wealth Services LLC | 4,152 | $0.44M | 0.1% | -14.2% | 0.277% | |
1/8/2024 | Bartlett & CO. Wealth Management LLC | 5,580 | $0.59M | 0.0% | +3.5% | 0.372% | |
11/30/2023 | Modera Wealth Management LLC | 585,014 | $58.54M | 0.9% | N/A | 39.001% | |
11/20/2023 | Silver Oak Securities Incorporated | 8,195 | $0.82M | 0.2% | -35.5% | 0.546% | |
11/15/2023 | Integrated Wealth Concepts LLC | 5,251 | $0.53M | 0.0% | N/A | 0.350% | |
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11/15/2023 | JPMorgan Chase & Co. | 535,599 | $53.59M | 0.0% | N/A | 35.707% | |
11/15/2023 | Kenfarb & CO. | 14,820 | $1.48M | 1.4% | -3.7% | 0.988% | |
11/15/2023 | Ameriprise Financial Inc. | 13,017 | $1.31M | 0.0% | -4.2% | 0.868% | |
11/13/2023 | LPL Financial LLC | 19,169 | $1.92M | 0.0% | +5.9% | 1.278% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 5,175 | $0.52M | 0.0% | -14.3% | 0.345% | |
11/13/2023 | Envestnet Asset Management Inc. | 45,698 | $4.57M | 0.0% | +433.4% | 3.047% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,146 | $0.52M | 0.0% | N/A | 0.343% | |
11/9/2023 | Biondo Investment Advisors LLC | 10,145 | $1.02M | 0.2% | +13.2% | 0.676% | |
11/9/2023 | Beaumont Capital Management LLC | 34,076 | $3.41M | 2.5% | +38.0% | 2.272% | |
11/9/2023 | Wealth Alliance | 3,736 | $0.37M | 0.1% | N/A | 0.249% | |
11/9/2023 | Blair William & Co. IL | 736 | $74K | 0.0% | +172.6% | 0.049% | |
11/9/2023 | UBS Group AG | 4,141 | $0.41M | 0.0% | -10.7% | 0.276% | |
11/8/2023 | Avantax Advisory Services Inc. | 4,196 | $0.42M | 0.0% | +16.2% | 0.280% | |
11/8/2023 | Keybank National Association OH | 39,225 | $3.93M | 0.0% | -9.1% | 2.615% | |
11/7/2023 | Merit Financial Group LLC | 7,014 | $0.70M | 0.0% | N/A | 0.468% | |
11/7/2023 | Cape Investment Advisory Inc. | 663 | $66K | 0.0% | -19.2% | 0.044% | |
11/6/2023 | Aveo Capital Partners LLC | 38,602 | $3.86M | 0.5% | +981.0% | 2.573% | |
11/6/2023 | Buck Wealth Strategies LLC | 346 | $35K | 0.0% | N/A | 0.023% | |
11/4/2023 | EverSource Wealth Advisors LLC | 394 | $39K | 0.0% | -39.4% | 0.026% | |
11/3/2023 | US Bancorp DE | 71,680 | $7.17M | 0.0% | +2.0% | 4.779% | |
11/3/2023 | RCS Financial Planning LLC | 2,832 | $0.28M | 0.2% | N/A | 0.189% | |
11/2/2023 | Family Asset Management LLC | 299 | $30K | 0.0% | N/A | 0.020% | |
11/1/2023 | Csenge Advisory Group | 26,979 | $2.70M | 0.2% | N/A | 1.799% | |
11/1/2023 | Beaumont Financial Advisors LLC | 2,577 | $0.26M | 0.0% | N/A | 0.172% | |
11/1/2023 | Modera Wealth Management LLC | 585,014 | $58.54M | 1.0% | N/A | 39.001% | |
10/30/2023 | Wooster Corthell Wealth Management Inc. | 8,881 | $0.89M | 0.2% | -6.3% | 0.592% | |
10/27/2023 | Assetmark Inc. | 1,078,996 | $107.97M | 0.4% | +1,991.6% | 71.933% | |
10/27/2023 | Whittier Trust Co. | 8,653 | $0.87M | 0.0% | -28.1% | 0.577% | |
10/25/2023 | Oldfather Financial Services LLC | 2,905 | $0.29M | 0.1% | N/A | 0.194% | |
10/24/2023 | Horst & Graben Wealth Management LLC | 4,453 | $0.45M | 0.1% | N/A | 0.297% | |
10/24/2023 | Stratos Wealth Partners LTD. | 4,796 | $0.48M | 0.0% | N/A | 0.320% | |
10/24/2023 | Raymond James & Associates | 14,311 | $1.43M | 0.0% | -4.2% | 0.954% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,575 | $0.46M | 0.0% | +13.1% | 0.305% | |
10/23/2023 | Colton Groome Financial Advisors LLC | 21,605 | $2.16M | 1.1% | +15.0% | 1.440% | |
10/18/2023 | Hanlon Investment Management Inc. | 5,189 | $0.52M | 0.2% | N/A | 0.346% | |
10/17/2023 | CreativeOne Wealth LLC | 6,808 | $0.68M | 0.0% | N/A | 0.454% | |
10/17/2023 | Firethorn Wealth Partners LLC | 2,646 | $0.27M | 0.2% | N/A | 0.176% | |
10/13/2023 | Global Retirement Partners LLC | 967 | $96K | 0.0% | +1,511.7% | 0.064% | |
10/13/2023 | Cypress Wealth Services LLC | 4,838 | $0.48M | 0.1% | N/A | 0.323% | |
10/12/2023 | Mayflower Financial Advisors LLC | 4,261 | $0.43M | 0.0% | -4.4% | 0.284% | |
10/11/2023 | AE Wealth Management LLC | 8,860 | $0.89M | 0.0% | -2.5% | 0.591% | |
10/11/2023 | Affinity Capital Advisors LLC | 7,340 | $0.73M | 0.2% | N/A | 0.489% | |
10/11/2023 | Ignite Planners LLC | 3,971 | $0.39M | 0.1% | N/A | 0.265% | |
10/10/2023 | Dentgroup LLC | 5,635 | $0.56M | 0.4% | N/A | 0.376% | |
10/10/2023 | Bartlett & Co. LLC | 5,390 | $0.54M | 0.0% | +185.2% | 0.359% | |
8/21/2023 | Osaic Holdings Inc. | 16,571 | $1.72M | 0.0% | +210.7% | 1.105% | |
8/15/2023 | Wells Fargo & Company MN | 8,697 | $0.91M | 0.0% | +53.5% | 0.580% | |
8/15/2023 | Captrust Financial Advisors | 2,000 | $0.21M | 0.0% | N/A | 0.133% | |
8/15/2023 | Hilltop Holdings Inc. | 7,509 | $0.78M | 0.1% | +54.4% | 0.501% | |
8/15/2023 | Kenfarb & CO. | 15,390 | $1.60M | 1.4% | -9.1% | 1.026% | |
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8/11/2023 | German American Bancorp Inc. | 2,207 | $0.23M | 0.0% | -20.1% | 0.147% | |
8/11/2023 | Bryn Mawr Capital Management LLC | 8,611 | $0.90M | 0.1% | +1.8% | 0.574% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 6,038 | $0.63M | 0.0% | N/A | 0.403% | |
8/10/2023 | Osaic Holdings Inc. | 18,631 | $1.72M | 0.0% | +249.4% | 1.285% | |
8/10/2023 | US Bancorp DE | 70,277 | $7.31M | 0.0% | +21.2% | 4.847% | |
8/10/2023 | Cetera Advisor Networks LLC | 3,473 | $0.36M | 0.0% | -16.1% | 0.240% | |
8/8/2023 | Aveo Capital Partners LLC | 3,571 | $0.37M | 0.0% | -3.0% | 0.246% | |
8/4/2023 | Envestnet Asset Management Inc. | 8,568 | $0.89M | 0.0% | -14.4% | 0.591% | |
8/4/2023 | EverSource Wealth Advisors LLC | 650 | $68K | 0.0% | N/A | 0.045% | |
8/3/2023 | Beaumont Capital Management LLC | 24,686 | $2.57M | 1.8% | -1.2% | 1.702% | |