5/1/2024 | Blue Trust Inc. | 5,134 | $490K | 0.0% | -17.0% | 0.052% | |
5/1/2024 | Stegent Equity Advisors Inc. | 41,366 | $3.95M | 4.0% | -11.9% | 0.416% | |
5/1/2024 | Private Advisor Group LLC | 3,917 | $374K | 0.0% | +67.3% | 0.039% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,513 | $1.40M | 0.1% | +45.6% | 0.146% | |
4/30/2024 | Perigon Wealth Management LLC | 3,920 | $374K | 0.0% | -7.6% | 0.039% | |
4/29/2024 | Commonwealth Equity Services LLC | 34,232 | $3.27M | 0.0% | +0.5% | 0.344% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,806 | $2.08M | 0.0% | +4.1% | 0.219% | |
4/22/2024 | Laurel Wealth Planning LLC | 6,533 | $624K | 0.4% | -14.1% | 0.066% | |
4/22/2024 | Altfest L J & Co. Inc. | 7,455 | $712K | 0.1% | -6.4% | 0.075% | |
4/22/2024 | Solitude Financial Services | 69,134 | $6.60M | 3.0% | -4.4% | 0.695% | |
4/16/2024 | Courage Miller Partners LLC | 65,377 | $6.24M | 2.2% | N/A | 0.589% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 2,440 | $233K | 0.2% | -18.0% | 0.022% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 257,293 | $24.57M | 0.1% | -3.4% | 2.318% | |
4/15/2024 | Brookstone Capital Management | 2,174 | $208K | 0.0% | -17.6% | 0.020% | |
4/12/2024 | Global Assets Advisory LLC | 233,046 | $22.26M | 0.1% | N/A | 2.100% | |
4/11/2024 | International Assets Investment Management LLC | 4,350 | $419K | 0.0% | -17.9% | 0.039% | |
4/5/2024 | Carolina Wealth Advisors LLC | 7,667 | $732K | 0.4% | +7.8% | 0.069% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 51,488 | $4.69M | 0.1% | -4.3% | 0.464% | |
2/16/2024 | Hobbs Group Advisors LLC | 5,847 | $532K | 0.2% | N/A | 0.053% | |
2/14/2024 | Personal CFO Solutions LLC | 50,241 | $4.57M | 0.8% | +15.0% | 0.453% | |
2/13/2024 | Belpointe Asset Management LLC | 7,623 | $694K | 0.1% | -17.4% | 0.069% | |
2/12/2024 | Focus Financial Network Inc. ADV | 6,318 | $575K | 0.0% | N/A | 0.057% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 7,886 | $718K | 0.0% | +193.1% | 0.071% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 7,119 | $648K | 0.0% | -48.0% | 0.064% | |
2/9/2024 | Congress Wealth Management LLC DE | 22,065 | $2.01M | 0.0% | -4.0% | 0.199% | |
2/9/2024 | Valley Forge Investment Consultants Inc. ADV | 2,270 | $207K | 0.1% | N/A | 0.020% | |
2/9/2024 | Commerce Bank | 2,791 | $254K | 0.0% | N/A | 0.025% | |
2/9/2024 | Wells Fargo & Company MN | 334,684 | $30.46M | 0.0% | +44.2% | 3.015% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 45,787 | $4.17M | 0.2% | +45.4% | 0.412% | |
2/9/2024 | Laurel Wealth Planning LLC | 7,601 | $692K | 0.5% | -4.6% | 0.068% | |
2/8/2024 | Wade G W & Inc. | 51,352 | $4.67M | 0.2% | -2.0% | 0.463% | |
2/7/2024 | Avantax Advisory Services Inc. | 6,818 | $621K | 0.0% | +14.9% | 0.061% | |
2/7/2024 | Endowment Wealth Management Inc. | 4,282 | $390K | 0.3% | -19.1% | 0.039% | |
2/6/2024 | Cullen Frost Bankers Inc. | 380,329 | $34.62M | 0.5% | -3.2% | 3.426% | |
2/6/2024 | Pacific Capital Wealth Advisors Inc. | 48,473 | $4.41M | 1.1% | -10.9% | 0.437% | |
2/6/2024 | Centric Wealth Management | 5,288 | $462K | 0.1% | N/A | 0.048% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 233,493 | $21.25M | 0.0% | -4.9% | 2.104% | |
2/6/2024 | Private Advisor Group LLC | 2,342 | $213K | 0.0% | N/A | 0.021% | |
2/6/2024 | Spire Wealth Management | 2,316 | $203K | 0.0% | -41.6% | 0.021% | |
2/5/2024 | Stegent Equity Advisors Inc. | 46,972 | $4.28M | 5.1% | -18.6% | 0.423% | |
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2/5/2024 | Kestra Private Wealth Services LLC | 20,158 | $1.84M | 0.0% | +47.7% | 0.182% | |
2/2/2024 | TAP Consulting LLC | 16,422 | $1.50M | 0.4% | -6.4% | 0.148% | |
2/1/2024 | Summit Wealth & Retirement Planning Inc. | 133,097 | $12.11M | 5.1% | +0.4% | 1.199% | |
1/31/2024 | J.W. Cole Advisors Inc. | 9,967 | $907K | 0.1% | N/A | 0.090% | |
1/29/2024 | Friedenthal Financial | 939 | $85K | 0.1% | N/A | 0.008% | |
1/26/2024 | Cerity Partners LLC | 9,136 | $832K | 0.0% | -84.6% | 0.082% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,375 | $216K | 0.0% | -4.8% | 0.021% | |
1/25/2024 | International Assets Investment Management LLC | 5,298 | $482K | 0.0% | -3.8% | 0.048% | |
1/24/2024 | Stratos Wealth Partners LTD. | 3,164 | $288K | 0.0% | -13.2% | 0.029% | |
1/24/2024 | International Assets Investment Management LLC | 482,224 | $43.89M | 0.0% | +8,656.6% | 4.344% | |
1/19/2024 | West Branch Capital LLC | 3,188 | $290K | 0.1% | -7.3% | 0.029% | |
1/18/2024 | Blue Trust Inc. | 6,188 | $521K | 0.0% | -45.0% | 0.056% | |
1/18/2024 | Peak Financial Management Inc. | 76,903 | $7M | 2.4% | -3.1% | 0.693% | |
1/18/2024 | FLC Capital Advisors | 16,655 | $1.52M | 0.4% | -10.7% | 0.150% | |
1/18/2024 | Altfest L J & Co. Inc. | 7,964 | $725K | 0.1% | -44.9% | 0.072% | |
1/17/2024 | IFG Advisory LLC | 83,138 | $7.57M | 0.6% | +3.5% | 0.749% | |
1/17/2024 | Sound Stewardship LLC | 86,630 | $7.89M | 5.2% | +0.9% | 0.780% | |
1/17/2024 | Towneley Capital Management Inc DE | 59,387 | $5.41M | 1.4% | N/A | 0.535% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,949 | $1.91M | 0.0% | -7.9% | 0.189% | |
1/16/2024 | Raymond James & Associates | 5,142 | $468K | 0.0% | -21.3% | 0.046% | |
1/16/2024 | Strategic Wealth Investment Group LLC | 36,346 | $3.31M | 0.5% | +5.3% | 0.327% | |
1/12/2024 | Mutual Advisors LLC | 2,484 | $226K | 0.0% | N/A | 0.022% | |
1/11/2024 | Brookstone Capital Management | 2,638 | $240K | 0.0% | N/A | 0.024% | |
1/11/2024 | BKM Wealth Management LLC | 530 | $48K | 0.0% | N/A | 0.005% | |
1/11/2024 | BKM Wealth Management LLC | 530 | $48K | 0.0% | N/A | 0.005% | |
1/10/2024 | Advance Capital Management Inc. | 2,700 | $246K | 0.0% | +13.1% | 0.024% | |
1/10/2024 | Sound Income Strategies LLC | 857 | $78K | 0.0% | N/A | 0.008% | |
12/5/2023 | TAP Consulting LLC | 17,552 | $1.48M | 0.4% | +7.7% | 0.158% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 53,805 | $4.53M | 0.1% | -14.4% | 0.485% | |
11/16/2023 | Belpointe Asset Management LLC | 9,225 | $776K | 0.1% | -19.9% | 0.083% | |
11/15/2023 | LaSalle St. Investment Advisors LLC | 28,903 | $2.43M | 1.2% | -49.7% | 0.260% | |
11/14/2023 | Cape Cod Five Cents Savings Bank | 536,768 | $45.17M | 2.5% | +110.1% | 4.836% | |
11/13/2023 | Personal CFO Solutions LLC | 43,699 | $3.68M | 0.7% | -14.0% | 0.394% | |
11/13/2023 | Stifel Financial Corp | 21,735 | $1.83M | 0.0% | +17.6% | 0.196% | |
11/13/2023 | Mariner LLC | 5,851 | $492K | 0.0% | +16.2% | 0.053% | |
11/13/2023 | LPL Financial LLC | 240,514 | $20.24M | 0.0% | +48.1% | 2.167% | |
11/13/2023 | Envestnet Asset Management Inc. | 112,292 | $9.45M | 0.0% | -4.3% | 1.012% | |
11/9/2023 | UBS Group AG | 79,859 | $6.72M | 0.0% | +62.1% | 0.719% | |
11/8/2023 | Wade G W & Inc. | 52,402 | $4.41M | 0.2% | +10.6% | 0.472% | |
11/8/2023 | HighTower Advisors LLC | 9,717 | $820K | 0.0% | -6.7% | 0.088% | |
11/8/2023 | Pine Valley Investments Ltd Liability Co | 13,699 | $1.15M | 0.1% | N/A | 0.123% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 245,507 | $20.66M | 0.0% | -4.1% | 2.212% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,936 | $500K | 0.0% | +7.1% | 0.053% | |
11/8/2023 | Kestra Private Wealth Services LLC | 13,651 | $1.15M | 0.0% | +3.7% | 0.123% | |
11/4/2023 | Pacific Capital Wealth Advisors Inc. | 54,428 | $4.58M | 1.3% | +1.5% | 0.490% | |
11/4/2023 | Strategic Wealth Investment Group LLC | 34,509 | $2.90M | 0.5% | +2.2% | 0.311% | |
11/4/2023 | Jackson Creek Investment Advisors LLC | 5,064 | $426K | 0.2% | +3.5% | 0.046% | |
11/2/2023 | Cullen Frost Bankers Inc. | 392,897 | $33.06M | 0.6% | -0.8% | 3.540% | |
11/1/2023 | Vanguard Capital Wealth Advisors | 3,074 | $259K | 0.2% | -6.1% | 0.028% | |
11/1/2023 | Orion Portfolio Solutions LLC | 2,465 | $207K | 0.0% | N/A | 0.022% | |
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11/1/2023 | Wealthfront Advisers LLC | 49,936 | $4.20M | 0.0% | +13.7% | 0.450% | |
10/31/2023 | Endowment Wealth Management Inc. | 5,292 | $445K | 0.4% | -5.5% | 0.048% | |
10/30/2023 | Congress Wealth Management LLC DE | 22,975 | $1.93M | 0.0% | -13.5% | 0.207% | |
10/27/2023 | Laurel Wealth Planning LLC | 7,964 | $670K | 0.5% | -8.7% | 0.072% | |
10/26/2023 | Altfest L J & Co. Inc. | 14,458 | $1.22M | 0.2% | -11.4% | 0.130% | |
10/26/2023 | Sound Stewardship LLC | 85,875 | $7.23M | 4.9% | -1.5% | 0.774% | |
10/25/2023 | Summit Wealth & Retirement Planning Inc. | 132,563 | $11.16M | 4.5% | +4.8% | 1.194% | |
10/25/2023 | Stegent Equity Advisors Inc. | 57,690 | $4.86M | 6.1% | -39.2% | 0.520% | |
10/25/2023 | Peak Financial Management Inc. | 79,374 | $6.68M | 1.8% | +4.8% | 0.715% | |
10/24/2023 | Stratos Wealth Partners LTD. | 3,646 | $307K | 0.0% | N/A | 0.033% | |