4/26/2024 | Emerald Advisors LLC | 24,760 | $849K | 0.2% | +2.7% | 0.023% | |
4/25/2024 | IAG Wealth Partners LLC | 561,453 | $19.25M | 4.1% | -6.3% | 0.531% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 325,528 | $11.16M | 0.0% | -11.3% | 0.308% | |
4/24/2024 | 1900 Wealth Management LLC | 478,488 | $16.41M | 1.5% | -61.7% | 0.453% | |
4/24/2024 | Round Rock Advisors LLC | 19,373 | $664K | 0.2% | -3.8% | 0.018% | |
4/24/2024 | Archford Capital Strategies LLC | 151,727 | $5.20M | 0.9% | +49.0% | 0.144% | |
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4/23/2024 | Global Retirement Partners LLC | 21,486 | $737K | 0.0% | +4.9% | 0.020% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 417,510 | $14.32M | 0.0% | -1.6% | 0.395% | |
4/22/2024 | PFG Investments LLC | 18,878 | $647K | 0.0% | +2.0% | 0.018% | |
4/22/2024 | Parsons Capital Management Inc. RI | 25,746 | $883K | 0.1% | -1.4% | 0.024% | |
4/22/2024 | Drive Wealth Management LLC | 69,215 | $2.37M | 0.7% | +19.8% | 0.065% | |
4/22/2024 | Raymond James & Associates | 401,814 | $13.78M | 0.0% | -3.1% | 0.380% | |
4/22/2024 | Edge Financial Advisors LLC | 88,916 | $3.03M | 2.7% | N/A | 0.084% | |
4/18/2024 | Capital Advisors Ltd. LLC | 73,052 | $2.51M | 0.3% | -3.9% | 0.069% | |
4/18/2024 | Farmers & Merchants Investments Inc. | 2,217 | $76K | 0.0% | N/A | 0.002% | |
4/18/2024 | Morris Financial Concepts Inc. | 4,778 | $164K | 0.1% | +13.1% | 0.005% | |
4/17/2024 | Winthrop Advisory Group LLC | 126,156 | $4.33M | 0.6% | +1.7% | 0.119% | |
4/17/2024 | Baker Ellis Asset Management LLC | 318,481 | $10.92M | 1.6% | +2.3% | 0.301% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 430,843 | $14.77M | 0.8% | +9.8% | 0.408% | |
4/16/2024 | Financial Management Professionals Inc. | 999,184 | $34.26M | 5.0% | +4.9% | 0.945% | |
4/16/2024 | Kathmere Capital Management LLC | 62,622 | $2.15M | 0.2% | -2.6% | 0.059% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 236,202 | $8.10M | 0.0% | -12.3% | 0.231% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 174,748 | $5.99M | 0.2% | +2.2% | 0.171% | |
4/15/2024 | Brookstone Capital Management | 6,705 | $230K | 0.0% | N/A | 0.007% | |
4/13/2024 | Retirement Planning Group LLC | 211,843 | $7.26M | 0.6% | -0.4% | 0.207% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 100,823 | $3.46M | 0.1% | +2.9% | 0.099% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 5,929 | $203K | 0.0% | N/A | 0.006% | |
4/12/2024 | Harbor Investment Advisory LLC | 1,417 | $49K | 0.0% | +665.9% | 0.001% | |
4/11/2024 | RFG Advisory LLC | 7,098 | $243K | 0.0% | N/A | 0.007% | |
4/10/2024 | LexAurum Advisors LLC | 320,352 | $10.99M | 2.8% | +2.4% | 0.314% | |
4/10/2024 | Atwood & Palmer Inc. | 386,196 | $13.24M | 1.0% | -1.8% | 0.378% | |
4/10/2024 | American National Bank | 441,519 | $15.14M | 2.0% | +2.6% | 0.432% | |
4/9/2024 | Richard P Slaughter Associates Inc | 32,244 | $1.11M | 0.3% | -20.5% | 0.032% | |
4/9/2024 | Destiny Wealth Partners LLC | 16,978 | $582K | 0.1% | +54.9% | 0.017% | |
4/5/2024 | Insight Wealth Strategies LLC | 709,845 | $24.34M | 3.6% | +0.4% | 0.695% | |
4/1/2024 | Appleton Partners Inc. MA | 438,032 | $15.02M | 1.2% | +0.7% | 0.429% | |
3/6/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
3/1/2024 | Goldman Sachs Group Inc. | 5,502,932 | $180.17M | 0.0% | -5.3% | 5.390% | |
2/16/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
2/16/2024 | Trail Ridge Investment Advisors LLC | 368,341 | $12.03M | 7.4% | -1.1% | 0.361% | |
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2/15/2024 | OLD Mission Capital LLC | 264,336 | $8.63M | 0.2% | +125.9% | 0.259% | |
2/14/2024 | Regal Investment Advisors LLC | 114,857 | $3.75M | 0.3% | +1.1% | 0.112% | |
2/14/2024 | Security National Bank | 1,264 | $41K | 0.0% | N/A | 0.001% | |
2/13/2024 | Envestnet Asset Management Inc. | 2,654,425 | $86.69M | 0.0% | -2.1% | 2.600% | |
2/13/2024 | Stephens Inc. AR | 35,940 | $1.17M | 0.0% | +2.2% | 0.035% | |
2/13/2024 | Cetera Advisor Networks LLC | 366,784 | $11.98M | 0.1% | -0.9% | 0.359% | |
2/13/2024 | Goldman Sachs Group Inc. | 5,502,932 | $180.17M | 0.0% | -5.3% | 5.390% | |
2/13/2024 | Prudent Man Advisors LLC | 6,831 | $223K | 0.1% | -42.1% | 0.007% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 990 | $32K | 0.0% | N/A | 0.001% | |
2/12/2024 | Legacy Advisors LLC | 24,337 | $798K | 0.1% | +1.4% | 0.024% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 15,924 | $520K | 0.0% | +17.6% | 0.016% | |
2/12/2024 | Hilltop Holdings Inc. | 7,454 | $243K | 0.0% | N/A | 0.007% | |
2/9/2024 | Orion Portfolio Solutions LLC | 131,520 | $4.29M | 0.0% | -6.0% | 0.129% | |
2/9/2024 | SageView Advisory Group LLC | 107,573 | $3.52M | 0.1% | -20.8% | 0.105% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 367,149 | $11.99M | 0.1% | +2.5% | 0.360% | |
2/9/2024 | EverSource Wealth Advisors LLC | 251,699 | $8.22M | 0.8% | +0.6% | 0.247% | |
2/9/2024 | Corient Private Wealth LLC | 2,544,043 | $83.09M | 0.2% | +9.2% | 2.492% | |
2/9/2024 | Wells Fargo & Company MN | 19,383,222 | $633.06M | 0.2% | +0.0% | 18.985% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 260,203 | $8.50M | 0.5% | +1.0% | 0.255% | |
2/9/2024 | UBS Group AG | 990,440 | $32.35M | 0.0% | +2.8% | 0.970% | |
2/8/2024 | SigFig Wealth Management LLC | 4,119,057 | $134.53M | 5.1% | +0.9% | 4.034% | |
2/8/2024 | American National Bank | 430,448 | $14.06M | 2.2% | +14.7% | 0.422% | |
2/8/2024 | Haverford Trust Co | 120,253 | $3.93M | 0.0% | +2.5% | 0.118% | |
2/8/2024 | FCA Corp TX | 213,426 | $6.97M | 2.4% | -13.4% | 0.209% | |
2/8/2024 | Strategic Financial Services Inc | 990,545 | $32.35M | 2.3% | -4.5% | 0.970% | |
2/8/2024 | Janney Montgomery Scott LLC | 55,486 | $1.81M | 0.0% | +1.5% | 0.054% | |
2/8/2024 | Horizon Family Wealth Inc. | 342,708 | $11.19M | 9.4% | +4.6% | 0.336% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 594,661 | $19.42M | 0.1% | -0.8% | 0.582% | |
2/7/2024 | Principal Securities Inc. | 782,237 | $25.55M | 1.0% | N/A | 0.766% | |
2/7/2024 | Patton Albertson Miller Group LLC | 15,872 | $518K | 0.1% | -49.6% | 0.016% | |
2/6/2024 | Lincoln National Corp | 31,167 | $1.02M | 0.0% | +26.5% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 55,185 | $1.80M | 0.0% | -4.9% | 0.054% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 170,987 | $5.58M | 0.2% | +9.7% | 0.167% | |
2/6/2024 | Avidian Wealth Solutions LLC | 107,659 | $3.52M | 0.2% | +1.4% | 0.105% | |
2/6/2024 | Stokes Family Office LLC | 22,427 | $732K | 0.1% | -1.6% | 0.022% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,803,041 | $58.89M | 0.1% | +2.9% | 1.766% | |
2/5/2024 | First Ascent Asset Management LLC | 252,509 | $8.25M | 0.9% | +3.9% | 0.247% | |
2/5/2024 | Ledyard National Bank | 460,119 | $15.03M | 1.5% | +3.8% | 0.451% | |
2/5/2024 | Fernwood Investment Management LLC | 42,503 | $1.39M | 0.4% | +11.4% | 0.042% | |
2/5/2024 | Cora Capital Advisors LLC | 17,712 | $578K | 0.3% | -8.0% | 0.017% | |
2/5/2024 | Brio Consultants LLC | 717,132 | $23.42M | 4.2% | -0.2% | 0.702% | |
2/2/2024 | IAG Wealth Partners LLC | 599,284 | $19.57M | 4.5% | -11.2% | 0.587% | |
2/2/2024 | Truist Financial Corp | 63,234 | $2.07M | 0.0% | -19.5% | 0.062% | |
2/2/2024 | Callan Capital LLC | 837,903 | $27.37M | 2.6% | -2.7% | 0.821% | |
2/2/2024 | Herold Advisors Inc. | 8,120 | $265K | 0.1% | -95.7% | 0.008% | |
2/2/2024 | Atria Wealth Solutions Inc. | 119,199 | $3.91M | 0.0% | +6.7% | 0.117% | |
2/2/2024 | Capital Advisors Ltd. LLC | 75,989 | $2.48M | 0.3% | -1.1% | 0.074% | |
2/1/2024 | 1900 Wealth Management LLC | 1,250,276 | $40.83M | 3.7% | -32.2% | 1.225% | |
2/1/2024 | Kelman Lazarov Inc. | 919,713 | $30.04M | 6.5% | -1.6% | 0.901% | |
2/1/2024 | CWM LLC | 198,376 | $6.48M | 0.0% | +15.2% | 0.194% | |
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1/30/2024 | Elmwood Wealth Management Inc. | 52,471 | $1.71M | 1.2% | -12.8% | 0.051% | |
1/29/2024 | NewEdge Wealth LLC | 8,426 | $275K | 0.0% | N/A | 0.008% | |
1/29/2024 | Morris Financial Concepts Inc. | 4,224 | $138K | 0.1% | +287.2% | 0.004% | |
1/29/2024 | Plan Group Financial LLC | 7,072 | $231K | 0.2% | -40.2% | 0.007% | |
1/29/2024 | Perigon Wealth Management LLC | 14,535 | $475K | 0.0% | +2.5% | 0.014% | |
1/29/2024 | Round Rock Advisors LLC | 20,133 | $658K | 0.2% | -29.8% | 0.020% | |
1/29/2024 | Signature Estate & Investment Advisors LLC | 142,335 | $4.65M | 0.1% | +3.1% | 0.139% | |
1/26/2024 | Cerity Partners LLC | 851,172 | $27.80M | 0.0% | N/A | 0.834% | |
1/26/2024 | Executive Wealth Management LLC | 1,127,867 | $36.84M | 3.5% | +1.2% | 1.105% | |
1/26/2024 | Dopkins Wealth Management LLC | 30,266 | $989K | 0.8% | +8.1% | 0.030% | |