4/23/2024 | Global Retirement Partners LLC | 2,835 | $130K | 0.0% | +381.3% | 0.017% | |
4/22/2024 | Bristlecone Advisors LLC | 48,177 | $2.21M | 0.2% | -4.1% | 0.296% | |
4/19/2024 | Arvest Investments Inc. | 687,992 | $31.50M | 5.0% | +1.7% | 4.950% | |
4/17/2024 | Criterion Capital Advisors LLC | 343,597 | $15.73M | 10.5% | +9.6% | 2.472% | |
4/9/2024 | Destiny Wealth Partners LLC | 237,342 | $10.87M | 1.9% | +5.6% | 1.707% | |
3/4/2024 | Vima LLC | 1,451 | $67K | 0.2% | N/A | 0.010% | |
|
3/1/2024 | Goldman Sachs Group Inc. | 3,518,627 | $162.91M | 0.0% | +11.6% | 25.314% | |
2/14/2024 | MGO One Seven LLC | 78,272 | $3.63M | 0.2% | N/A | 0.563% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,187 | $55K | 0.1% | N/A | 0.009% | |
2/13/2024 | Stephens Inc. AR | 481,083 | $22.28M | 0.4% | +0.6% | 3.461% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,518,627 | $162.91M | 0.0% | +11.6% | 25.314% | |
2/9/2024 | UBS Group AG | 199,325 | $9.23M | 0.0% | +571.8% | 1.434% | |
2/8/2024 | Haverford Trust Co | 19,879 | $921K | 0.0% | -3.0% | 0.143% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 53,978 | $2.50M | 0.0% | -0.7% | 0.388% | |
2/7/2024 | Principal Securities Inc. | 80,241 | $3.72M | 0.1% | N/A | 0.577% | |
2/7/2024 | Clearwater Capital Advisors LLC | 101,902 | $4.72M | 0.5% | -11.0% | 0.733% | |
2/6/2024 | Private Advisor Group LLC | 6,065 | $281K | 0.0% | -5.5% | 0.044% | |
2/6/2024 | Spire Wealth Management | 2,582 | $118K | 0.0% | N/A | 0.019% | |
2/6/2024 | Avidian Wealth Solutions LLC | 6,345 | $294K | 0.0% | +12.0% | 0.046% | |
2/6/2024 | Stokes Family Office LLC | 128,031 | $5.93M | 0.8% | +34.4% | 0.921% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,543 | $629K | 0.0% | +51.1% | 0.097% | |
2/1/2024 | Criterion Capital Advisors LLC | 313,390 | $14.51M | 10.5% | N/A | 2.255% | |
1/26/2024 | Executive Wealth Management LLC | 911,339 | $42.20M | 4.0% | -2.7% | 6.556% | |
1/26/2024 | White Pine Investment CO | 121,820 | $5.64M | 1.8% | +36.9% | 0.876% | |
1/25/2024 | Bristlecone Advisors LLC | 50,220 | $2.33M | 0.2% | +51.2% | 0.361% | |
1/24/2024 | Allworth Financial LP | 211,570 | $9.80M | 0.1% | +40.0% | 1.522% | |
1/24/2024 | Arvest Investments Inc. | 676,781 | $31.34M | 5.1% | N/A | 4.869% | |
1/19/2024 | Destiny Wealth Partners LLC | 224,724 | $10.28M | 1.9% | +5.0% | 1.617% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 5,567 | $258K | 0.0% | -52.4% | 0.040% | |
1/19/2024 | Manning & Napier Group LLC | 235,745 | $10.92M | 0.1% | +0.8% | 1.696% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,673 | $216K | 0.0% | -28.8% | 0.034% | |
1/16/2024 | Raymond James & Associates | 18,135 | $840K | 0.0% | -1.7% | 0.130% | |
1/10/2024 | Dfpg Investments LLC | 21,060 | $968K | 0.1% | +192.5% | 0.152% | |
1/8/2024 | Channel Wealth LLC | 109,416 | $5.07M | 2.4% | +1.8% | 0.787% | |
11/15/2023 | Legacy Advisors LLC | 6,533 | $282K | 0.0% | +14.8% | 0.047% | |
11/13/2023 | LPL Financial LLC | 359,503 | $15.53M | 0.0% | -1.6% | 2.586% | |
11/13/2023 | Regal Investment Advisors LLC | 27,735 | $1.20M | 0.1% | +7.2% | 0.200% | |
11/13/2023 | Stokes Family Office LLC | 95,245 | $4.12M | 0.5% | +1,465.0% | 0.685% | |
11/13/2023 | Laidlaw Wealth Management LLC | 12,063 | $521K | 0.1% | +47.3% | 0.087% | |
11/13/2023 | Envestnet Asset Management Inc. | 196,237 | $8.48M | 0.0% | -15.9% | 1.412% | |
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11/13/2023 | Envestnet Portfolio Solutions Inc. | 54,334 | $2.35M | 0.0% | N/A | 0.391% | |
11/8/2023 | HighTower Advisors LLC | 10,359 | $447K | 0.0% | -3.1% | 0.075% | |
11/8/2023 | Atria Wealth Solutions Inc. | 8,964 | $387K | 0.0% | +3.1% | 0.064% | |
11/7/2023 | Kingsview Wealth Management LLC | 12,513 | $541K | 0.0% | +69.1% | 0.090% | |
11/7/2023 | Executive Wealth Management LLC | 936,441 | $40.46M | 4.2% | -0.9% | 6.737% | |
11/3/2023 | Private Advisor Group LLC | 6,421 | $277K | 0.0% | -18.6% | 0.046% | |
10/31/2023 | Allworth Financial LP | 151,074 | $6.53M | 0.1% | +229.5% | 1.087% | |
10/27/2023 | White Pine Investment CO | 89,003 | $3.85M | 1.4% | +20.1% | 0.640% | |
10/24/2023 | Bank of New York Mellon Corp | 8,011 | $346K | 0.0% | +6.9% | 0.058% | |
10/24/2023 | Channel Wealth LLC | 107,491 | $4.65M | 2.6% | +16.8% | 0.773% | |
10/24/2023 | Clearwater Capital Advisors LLC | 114,501 | $4.95M | 0.6% | +42.1% | 0.824% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 6,559 | $283K | 0.0% | -88.5% | 0.047% | |
10/24/2023 | Kingswood Wealth Advisors LLC | 5,107 | $221K | 0.1% | N/A | 0.037% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 18,739 | $810K | 0.0% | +8.1% | 0.135% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,840 | $512K | 0.0% | -13.2% | 0.085% | |
10/20/2023 | Manning & Napier Group LLC | 233,958 | $10.11M | 0.1% | +1.3% | 1.683% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 11,695 | $505K | 0.1% | -28.0% | 0.084% | |
10/17/2023 | Flagship Harbor Advisors LLC | 69,790 | $3.02M | 0.3% | +0.8% | 0.502% | |
10/10/2023 | Destiny Wealth Partners LLC | 213,990 | $9.25M | 1.9% | +11.5% | 1.539% | |
8/11/2023 | Regal Investment Advisors LLC | 25,866 | $1.17M | 0.1% | -2.2% | 0.186% | |
8/10/2023 | Private Advisor Group LLC | 7,892 | $357K | 0.0% | -9.1% | 0.058% | |
8/10/2023 | Cetera Advisor Networks LLC | 24,570 | $1.11M | 0.0% | -14.4% | 0.179% | |
8/10/2023 | Cetera Investment Advisers | 35,059 | $1.59M | 0.0% | +5.0% | 0.256% | |
8/8/2023 | Clearwater Capital Advisors LLC | 80,566 | $3.65M | 0.4% | +3.9% | 0.588% | |
8/8/2023 | Haverford Trust Co | 20,489 | $927K | 0.0% | -49.7% | 0.150% | |
8/4/2023 | White Pine Investment CO | 74,119 | $3.35M | 1.2% | +30.9% | 0.541% | |
8/4/2023 | Envestnet Asset Management Inc. | 233,476 | $10.57M | 0.0% | +4.8% | 1.704% | |
8/3/2023 | Bristlecone Advisors LLC | 32,092 | $1.45M | 0.1% | +6.7% | 0.234% | |
8/2/2023 | Executive Wealth Management LLC | 944,999 | $42.77M | 4.4% | -1.1% | 6.898% | |
8/1/2023 | Truist Financial Corp | 7,577 | $343K | 0.0% | +45.7% | 0.055% | |
7/31/2023 | LPL Financial LLC | 365,166 | $16.53M | 0.0% | +2.5% | 2.665% | |
7/31/2023 | Ten Capital Wealth Advisors LLC | 54,383 | $2.46M | 0.7% | +6.4% | 0.397% | |
7/27/2023 | Seed Wealth Management Inc. | 14,400 | $652K | 0.7% | N/A | 0.105% | |
7/26/2023 | Destiny Wealth Partners LLC | 191,884 | $8.69M | 1.7% | N/A | 1.401% | |
7/26/2023 | Manning & Napier Group LLC | 230,969 | $10.45M | 0.1% | -5.8% | 1.686% | |
7/26/2023 | Channel Wealth LLC | 92,063 | $4.17M | 2.4% | +49.2% | 0.672% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 56,938 | $2.58M | 0.0% | -57.6% | 0.416% | |
7/25/2023 | Raymond James & Associates | 18,447 | $835K | 0.0% | -1.6% | 0.135% | |
7/20/2023 | Legacy Advisors LLC | 5,691 | $258K | 0.0% | +13.1% | 0.042% | |
7/18/2023 | Allworth Financial LP | 45,850 | $2.08M | 0.0% | +2.7% | 0.335% | |
7/17/2023 | Herold Advisors Inc. | 7,762 | $351K | 0.1% | +5.1% | 0.057% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 17,330 | $784K | 0.0% | -18.2% | 0.126% | |
7/11/2023 | Flagship Harbor Advisors LLC | 69,257 | $3.13M | 0.3% | +6.1% | 0.506% | |
6/14/2023 | Atria Wealth Solutions Inc. | 8,499 | $389K | 0.0% | N/A | 0.065% | |
5/22/2023 | American Trust | 20,545 | $936K | 0.1% | +78.3% | 0.158% | |
5/15/2023 | Stephens Inc. AR | 488,283 | $22.35M | 0.4% | +2.1% | 3.756% | |
5/12/2023 | Executive Wealth Management LLC | 955,178 | $43.72M | 4.9% | +10.9% | 7.348% | |
5/11/2023 | Envestnet Asset Management Inc. | 222,758 | $10.20M | 0.0% | +280.9% | 1.714% | |
5/11/2023 | Bristlecone Advisors LLC | 30,084 | $1.38M | 0.2% | +362.2% | 0.231% | |
5/10/2023 | Clearwater Capital Advisors LLC | 77,557 | $3.55M | 0.4% | +0.6% | 0.597% | |
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5/10/2023 | Private Advisor Group LLC | 8,682 | $397K | 0.0% | N/A | 0.067% | |
5/10/2023 | LPL Financial LLC | 356,208 | $16.30M | 0.0% | +173.9% | 2.740% | |
5/8/2023 | Stokes Family Office LLC | 6,086 | $279K | 0.0% | -42.9% | 0.047% | |
5/8/2023 | Avidian Wealth Solutions LLC | 5,644 | $258K | 0.0% | -12.3% | 0.043% | |
5/4/2023 | Ten Capital Wealth Advisors LLC | 51,123 | $2.34M | 0.8% | -1.2% | 0.393% | |
4/28/2023 | Harvest Group Wealth Management LLC | 147,214 | $6.74M | 4.2% | +1.9% | 1.132% | |
4/27/2023 | Channel Wealth LLC | 61,692 | $2.82M | 1.8% | N/A | 0.475% | |
4/20/2023 | Patriot Financial Group Insurance Agency LLC | 16,345 | $748K | 0.2% | -22.5% | 0.126% | |
4/19/2023 | Herold Advisors Inc. | 7,382 | $338K | 0.1% | -6.2% | 0.057% | |
4/18/2023 | Allworth Financial LP | 44,624 | $2.04M | 0.0% | -11.0% | 0.343% | |