3/19/2024 | Warren Street Wealth Advisors LLC | 212,259 | $8.68M | 4.9% | +5.6% | 0.141% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 102,703 | $4.20M | 0.1% | +19.9% | 0.068% | |
3/14/2024 | Leo Wealth LLC | 27,986 | $1.15M | 0.1% | N/A | 0.019% | |
3/4/2024 | Richardson Financial Services Inc. | 6,266 | $0.26M | 0.2% | N/A | 0.004% | |
3/1/2024 | Pineridge Advisors LLC | 591,467 | $24.20M | 8.0% | N/A | 0.393% | |
2/26/2024 | Integrated Advisors Network LLC | 71,802 | $2.94M | 0.2% | -6.3% | 0.048% | |
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2/21/2024 | Austin Wealth Management LLC | 222,060 | $8.86M | 2.4% | N/A | 0.148% | |
2/20/2024 | Nepc LLC | 381,875 | $15.62M | 0.9% | N/A | 0.254% | |
2/16/2024 | Hobbs Group Advisors LLC | 99,115 | $4.06M | 1.8% | N/A | 0.066% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 79,794 | $3.26M | 0.0% | -26.2% | 0.053% | |
2/15/2024 | Medici Capital LLC | 551,393 | $22.56M | 26.2% | +74.6% | 0.367% | |
2/15/2024 | Townsquare Capital LLC | 233,975 | $9.57M | 0.2% | -42.1% | 0.156% | |
2/15/2024 | Swmg LLC | 14,024 | $0.57M | 0.3% | -53.5% | 0.009% | |
2/15/2024 | Mission Creek Capital Partners Inc. | 67,786 | $2.77M | 0.7% | +0.5% | 0.045% | |
2/15/2024 | Nwam LLC | 13,103 | $0.54M | 0.0% | +5.5% | 0.009% | |
2/15/2024 | Financial Network Wealth Advisors LLC | 11,792 | $0.48M | 0.5% | N/A | 0.008% | |
2/15/2024 | Buckingham Strategic Partners LLC | 15,423 | $0.63M | 0.0% | -2.2% | 0.010% | |
2/15/2024 | Baird Financial Group Inc. | 428,922 | $17.55M | 0.0% | +2.1% | 0.285% | |
2/15/2024 | Cohen & Steers Inc. | 983,161 | $40.22M | 0.1% | -15.1% | 0.654% | |
2/15/2024 | Comerica Bank | 26,689 | $1.09M | 0.0% | -18.5% | 0.018% | |
2/14/2024 | Royal Bank of Canada | 914,406 | $37.41M | 0.0% | -10.7% | 0.608% | |
2/14/2024 | Continuum Advisory LLC | 16,720 | $0.68M | 0.1% | -12.2% | 0.011% | |
2/14/2024 | Pathstone Holdings LLC | 10,750 | $0.44M | 0.0% | N/A | 0.007% | |
2/14/2024 | Kestra Advisory Services LLC | 31,003 | $1.27M | 0.0% | N/A | 0.021% | |
2/14/2024 | Creative Planning | 41,682 | $1.71M | 0.0% | -23.5% | 0.028% | |
2/14/2024 | Jacobi Capital Management LLC | 54,400 | $2.23M | 0.2% | -4.5% | 0.036% | |
2/14/2024 | Visionary Wealth Advisors | 22,425 | $0.92M | 0.1% | -54.0% | 0.015% | |
2/14/2024 | Sei Investments Co. | 208,451 | $8.53M | 0.0% | -87.8% | 0.139% | |
2/14/2024 | Evercore Wealth Management LLC | 72,641 | $2.97M | 0.0% | +4.0% | 0.048% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 35,525 | $1.45M | 1.4% | N/A | 0.024% | |
2/13/2024 | Envestnet Asset Management Inc. | 672,957 | $27.53M | 0.0% | -0.2% | 0.448% | |
2/13/2024 | Joseph Group Capital Management | 329,309 | $13.47M | 7.8% | -5.3% | 0.219% | |
2/13/2024 | Cetera Advisor Networks LLC | 127,907 | $5.23M | 0.0% | -10.0% | 0.085% | |
2/13/2024 | Per Stirling Capital Management LLC. | 6,730 | $0.28M | 0.1% | N/A | 0.004% | |
2/13/2024 | Copperwynd Financial LLC | 44,170 | $1.81M | 0.7% | -7.3% | 0.029% | |
2/13/2024 | Belpointe Asset Management LLC | 6,436 | $0.26M | 0.0% | +10.7% | 0.004% | |
2/13/2024 | Advanced Research Investment Solutions LLC | 132,142 | $5.41M | 3.4% | -3.1% | 0.088% | |
2/13/2024 | Coco Enterprises LLC | 169,274 | $6.93M | 5.0% | -2.5% | 0.113% | |
2/12/2024 | American Investment Services Inc. | 854,157 | $34.94M | 6.6% | +0.1% | 0.568% | |
2/12/2024 | Scotia Capital Inc. | 41,589 | $1.70M | 0.0% | +1.9% | 0.028% | |
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2/12/2024 | AMJ Financial Wealth Management | 115,710 | $4.73M | 2.0% | -50.7% | 0.077% | |
2/12/2024 | Evoke Wealth LLC | 6,355,875 | $260.02M | 5.6% | +17.0% | 4.227% | |
2/12/2024 | Laidlaw Wealth Management LLC | 8,748 | $0.36M | 0.1% | -5.0% | 0.006% | |
2/12/2024 | Stifel Financial Corp | 1,384,929 | $56.66M | 0.1% | -36.9% | 0.921% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 37,345 | $1.53M | 0.0% | +66.1% | 0.025% | |
2/12/2024 | Parallel Advisors LLC | 850 | $35K | 0.0% | -45.9% | 0.001% | |
2/12/2024 | Heritage Wealth Advisors | 8,783 | $0.36M | 0.0% | N/A | 0.006% | |
2/12/2024 | Glassman Wealth Services | 5,820 | $0.24M | 0.0% | +29,000.0% | 0.004% | |
2/9/2024 | Nomura Asset Management Co. Ltd. | 40,200 | $1.65M | 0.0% | -13.7% | 0.027% | |
2/9/2024 | Congress Wealth Management LLC DE | 1,517,193 | $62.07M | 1.1% | -16.4% | 1.009% | |
2/9/2024 | Advisory Services Network LLC | 2,220 | $91K | 0.0% | N/A | 0.001% | |
2/9/2024 | Orion Portfolio Solutions LLC | 87,340 | $3.51M | 0.0% | +21.2% | 0.058% | |
2/9/2024 | AXS Investments LLC | 5,905 | $0.24M | 0.1% | -10.0% | 0.004% | |
2/9/2024 | US Bancorp DE | 25,017 | $1.02M | 0.0% | +165.2% | 0.017% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 292,593 | $11.97M | 0.1% | +17.5% | 0.195% | |
2/9/2024 | Cassaday & Co Wealth Management LLC | 5,340,293 | $218.47M | 7.6% | +1.0% | 3.552% | |
2/9/2024 | Nemes Rush Group LLC | 3,994 | $0.16M | 0.0% | -24.4% | 0.003% | |
2/9/2024 | Franklin Resources Inc. | 73,457 | $3.01M | 0.0% | -1.2% | 0.049% | |
2/9/2024 | Assetmark Inc. | 440,083 | $18M | 0.1% | -3.1% | 0.293% | |
2/9/2024 | CreativeOne Wealth LLC | 25,410 | $1.04M | 0.1% | -18.9% | 0.017% | |
2/9/2024 | Corient Private Wealth LLC | 13,026 | $0.53M | 0.0% | +63.4% | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 750,652 | $30.71M | 0.0% | +0.3% | 0.499% | |
2/9/2024 | Balentine LLC | 2,955,360 | $120.90M | 3.9% | +1.5% | 1.966% | |
2/9/2024 | UBS Group AG | 3,321,862 | $135.90M | 0.0% | +2.6% | 2.209% | |
2/8/2024 | NDVR Inc. | 99,737 | $4.08M | 4.9% | N/A | 0.066% | |
2/8/2024 | Independent Advisor Alliance | 18,843 | $0.73M | 0.0% | +117.0% | 0.013% | |
2/8/2024 | Kingsview Wealth Management LLC | 15,954 | $0.65M | 0.0% | N/A | 0.011% | |
2/8/2024 | Managed Asset Portfolios LLC | 85,822 | $3.51M | 0.5% | +1.1% | 0.057% | |
2/8/2024 | Integrity Wealth Solutions LLC | 96,988 | $3.97M | 2.7% | N/A | 0.065% | |
2/8/2024 | Beacon Pointe Advisors LLC | 36,741 | $1.50M | 0.0% | -7.0% | 0.024% | |
2/8/2024 | Retirement Income Solutions Inc | 139,501 | $5.71M | 1.4% | N/A | 0.093% | |
2/8/2024 | Strategic Financial Services Inc | 1,501,243 | $61.42M | 4.3% | +47.1% | 0.998% | |
2/8/2024 | Foundations Investment Advisors LLC | 19,103 | $0.78M | 0.0% | N/A | 0.013% | |
2/8/2024 | Eudaimonia Partners LLC | 354,105 | $14.49M | 3.8% | -2.2% | 0.236% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,034 | $2.25M | 0.0% | +2.7% | 0.037% | |
2/8/2024 | JNBA Financial Advisors | 374,752 | $15.33M | 1.7% | -2.3% | 0.249% | |
2/7/2024 | Avantax Advisory Services Inc. | 99,656 | $4.08M | 0.0% | +1.8% | 0.066% | |
2/7/2024 | Formidable Asset Management LLC | 16,739 | $0.69M | 0.1% | N/A | 0.011% | |
2/7/2024 | Acorn Wealth Advisors LLC | 18,242 | $0.75M | 0.4% | -11.0% | 0.012% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 100,507 | $4.06M | 1.7% | +3.1% | 0.067% | |
2/7/2024 | Access Investment Management LLC | 5,370 | $0.22M | 0.1% | N/A | 0.004% | |
2/7/2024 | Principal Securities Inc. | 10,223 | $0.42M | 0.0% | N/A | 0.007% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 9,369 | $0.38M | 0.2% | +3.6% | 0.006% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 6,782 | $0.28M | 0.2% | -4.2% | 0.005% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,926,014 | $78.79M | 0.0% | N/A | 1.281% | |
2/6/2024 | Lincoln National Corp | 52,739 | $2.16M | 0.0% | +13.7% | 0.035% | |
2/6/2024 | Private Advisor Group LLC | 263,937 | $10.80M | 0.1% | +0.1% | 0.176% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 63,900 | $2.61M | 0.1% | +11.3% | 0.043% | |
2/6/2024 | Spire Wealth Management | 4,871 | $0.20M | 0.0% | -4.9% | 0.003% | |
2/6/2024 | Sheets Smith Wealth Management | 4,957 | $0.20M | 0.0% | N/A | 0.003% | |
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2/6/2024 | NavPoint Financial Inc. | 400,575 | $16.39M | 15.0% | N/A | 0.266% | |
2/6/2024 | Axxcess Wealth Management LLC | 9,536 | $0.39M | 0.0% | N/A | 0.006% | |
2/6/2024 | One Charles Private Wealth Services LLC | 36,352 | $1.49M | 0.8% | -30.6% | 0.024% | |
2/6/2024 | Merit Financial Group LLC | 34,570 | $1.41M | 0.0% | +2.7% | 0.023% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 749,528 | $30.66M | 0.6% | -48.3% | 0.499% | |
2/6/2024 | Benjamin Edwards Inc. | 47,329 | $1.94M | 0.4% | -42.5% | 0.031% | |
2/6/2024 | Great Valley Advisor Group Inc. | 642,340 | $26.28M | 0.9% | +524.6% | 0.427% | |
2/6/2024 | Essex Financial Services Inc. | 34,873 | $1.43M | 0.1% | +7.1% | 0.023% | |
2/5/2024 | Victory Capital Management Inc. | 7,546 | $0.31M | 0.0% | +4.7% | 0.005% | |
2/5/2024 | Global Wealth Management Investment Advisory Inc. | 31,182 | $1.28M | 0.3% | +4.0% | 0.021% | |