4/17/2024 | Trilogy Capital Inc. | 77,809 | $2.53M | 0.1% | +33.5% | 0.344% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 34,115 | $1.11M | 0.0% | -18.5% | 0.151% | |
4/15/2024 | Signet Financial Management LLC | 42,879 | $1.39M | 0.2% | +3.8% | 0.190% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 61,219 | $1.99M | 0.1% | -1.8% | 0.271% | |
4/15/2024 | Aspiriant LLC | 8,315 | $270K | 0.0% | -9.8% | 0.037% | |
4/12/2024 | Austin Private Wealth LLC | 20,328 | $656K | 0.1% | +25.0% | 0.090% | |
|
4/12/2024 | Carlson Capital Management | 8,562 | $278K | 0.0% | -87.2% | 0.038% | |
4/11/2024 | RFG Advisory LLC | 35,602 | $1.16M | 0.0% | -3.8% | 0.158% | |
4/11/2024 | Boston Standard Wealth Management LLC | 10,193 | $331K | 0.1% | +7.9% | 0.045% | |
4/10/2024 | Park Avenue Securities LLC | 173,617 | $5.64M | 0.1% | +7.0% | 0.768% | |
4/9/2024 | Mather Group LLC. | 33,576 | $1.07M | 0.0% | -1.3% | 0.149% | |
4/4/2024 | Advance Capital Management Inc. | 12,482 | $405K | 0.0% | +5.8% | 0.055% | |
3/22/2024 | PNC Financial Services Group Inc. | 224,619 | $7.13M | 0.0% | -1.0% | 0.994% | |
3/5/2024 | Wellington Management Group LLP | 20,698 | $657K | 0.0% | -46.6% | 0.092% | |
3/4/2024 | Richardson Financial Services Inc. | 23,728 | $754K | 0.7% | N/A | 0.105% | |
2/21/2024 | Raleigh Capital Management Inc. | 24,440 | $776K | 0.4% | +10.7% | 0.108% | |
2/21/2024 | Austin Wealth Management LLC | 22,588 | $699K | 0.2% | -23.6% | 0.100% | |
2/16/2024 | Harbour Investments Inc. | 39,611 | $1.26M | 0.1% | +2.6% | 0.175% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 31,456 | $999K | 0.0% | -30.1% | 0.139% | |
2/15/2024 | Townsquare Capital LLC | 112,408 | $3.57M | 0.1% | -0.7% | 0.497% | |
2/15/2024 | Freedom Investment Management Inc. | 13,691 | $435K | 0.0% | N/A | 0.061% | |
2/15/2024 | Baird Financial Group Inc. | 35,916 | $1.14M | 0.0% | -7.8% | 0.159% | |
2/15/2024 | Citadel Advisors LLC | 22,374 | $711K | 0.0% | N/A | 0.099% | |
2/14/2024 | Royal Bank of Canada | 20,331 | $645K | 0.0% | +97.8% | 0.090% | |
2/14/2024 | Creative Planning | 425,108 | $13.50M | 0.0% | -2.2% | 1.881% | |
2/13/2024 | Envestnet Asset Management Inc. | 753,168 | $23.92M | 0.0% | +3.5% | 3.333% | |
2/13/2024 | Northern Trust Corp | 23,850 | $757K | 0.0% | -2.8% | 0.106% | |
2/13/2024 | Cetera Advisor Networks LLC | 467,909 | $14.86M | 0.1% | -5.6% | 2.070% | |
2/9/2024 | Orion Portfolio Solutions LLC | 32,589 | $1.02M | 0.0% | +13.9% | 0.144% | |
2/9/2024 | Weil Company Inc. | 27,296 | $867K | 0.4% | -1.4% | 0.121% | |
2/9/2024 | Commerce Bank | 435,596 | $13.84M | 0.1% | -34.0% | 1.927% | |
2/9/2024 | Balboa Wealth Partners | 6,340 | $201K | 0.1% | N/A | 0.028% | |
2/9/2024 | Assetmark Inc. | 640,629 | $20.35M | 0.1% | -0.6% | 2.835% | |
2/9/2024 | Corient Private Wealth LLC | 12,956 | $411K | 0.0% | N/A | 0.057% | |
2/9/2024 | Wells Fargo & Company MN | 288,314 | $9.16M | 0.0% | -20.8% | 1.276% | |
2/9/2024 | UBS Group AG | 135,865 | $4.32M | 0.0% | +1.6% | 0.601% | |
2/9/2024 | PNC Financial Services Group Inc. | 224,619 | $7.13M | 0.0% | -1.0% | 0.994% | |
2/8/2024 | Efficient Advisors LLC | 25,641 | $814K | 0.1% | -12.7% | 0.113% | |
2/8/2024 | Janney Montgomery Scott LLC | 9,437 | $300K | 0.0% | -42.1% | 0.042% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 424,982 | $13.50M | 2.0% | +14.0% | 1.880% | |
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2/8/2024 | Advisor OS LLC | 19,495 | $619K | 0.1% | -10.9% | 0.086% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 221,074 | $7.02M | 0.0% | +40.9% | 0.978% | |
2/7/2024 | VisionPoint Advisory Group LLC | 1,453 | $46K | 0.0% | +96.4% | 0.006% | |
2/7/2024 | Accredited Investors Inc. | 42,554 | $1.35M | 0.1% | -31.1% | 0.188% | |
2/7/2024 | Principal Securities Inc. | 1,180 | $37K | 0.0% | N/A | 0.005% | |
2/6/2024 | Cullen Frost Bankers Inc. | 359,753 | $11.43M | 0.2% | +4.1% | 1.592% | |
2/6/2024 | N.E.W. Advisory Services LLC | 443,249 | $14.08M | 1.7% | +1.3% | 1.961% | |
2/6/2024 | Apollon Wealth Management LLC | 19,482 | $619K | 0.0% | +1.8% | 0.086% | |
2/6/2024 | Private Advisor Group LLC | 17,632 | $560K | 0.0% | -175.1% | 0.078% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 62,362 | $1.98M | 0.1% | +39.3% | 0.276% | |
2/6/2024 | Spire Wealth Management | 23,094 | $703K | 0.0% | +5.2% | 0.102% | |
2/6/2024 | Axxcess Wealth Management LLC | 16,356 | $519K | 0.0% | +4.7% | 0.072% | |
2/6/2024 | M&T Bank Corp | 31,936 | $1.01M | 0.0% | -10.4% | 0.141% | |
2/6/2024 | Merit Financial Group LLC | 7,962 | $253K | 0.0% | N/A | 0.035% | |
2/6/2024 | Aveo Capital Partners LLC | 21,080 | $670K | 0.1% | -2.6% | 0.093% | |
2/5/2024 | Savant Capital LLC | 106,830 | $3.39M | 0.0% | -2.2% | 0.473% | |
2/5/2024 | Mission Wealth Management LP | 42,336 | $1.35M | 0.0% | +39.9% | 0.187% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 33,428 | $1.06M | 0.3% | +2.4% | 0.148% | |
2/5/2024 | McAdam LLC | 81,103 | $2.58M | 0.2% | +39.2% | 0.359% | |
2/2/2024 | Valmark Advisers Inc. | 38,557 | $1.23M | 0.0% | +1.5% | 0.171% | |
2/2/2024 | BIP Wealth LLC | 92,384 | $2.93M | 0.2% | +11.5% | 0.409% | |
2/2/2024 | Atria Wealth Solutions Inc. | 15,934 | $506K | 0.0% | +92.0% | 0.071% | |
2/2/2024 | JMG Financial Group Ltd. | 6,329 | $201K | 0.0% | N/A | 0.028% | |
2/1/2024 | Aspire Private Capital LLC | 89,544 | $2.84M | 0.8% | -2.8% | 0.396% | |
2/1/2024 | CWM LLC | 20,852 | $662K | 0.0% | +441.9% | 0.092% | |
2/1/2024 | Annapolis Financial Services LLC | 120,470 | $3.83M | 1.0% | -20.7% | 0.533% | |
1/30/2024 | Eagle Bluffs Wealth Management LLC | 91,039 | $2.89M | 2.0% | +1.4% | 0.403% | |
1/30/2024 | Signet Financial Management LLC | 41,295 | $1.31M | 0.2% | +5.9% | 0.183% | |
1/30/2024 | Capital Analysts LLC | 6,543 | $208K | 0.0% | +19.5% | 0.029% | |
1/30/2024 | Keel Point LLC | 26,712 | $848K | 0.1% | -4.7% | 0.118% | |
1/29/2024 | Simplicity Solutions LLC | 24,107 | $766K | 0.0% | +9.0% | 0.107% | |
1/29/2024 | Baystate Wealth Management LLC | 420,275 | $13.35M | 1.0% | +3.3% | 1.860% | |
1/26/2024 | Cerity Partners LLC | 485,874 | $15.43M | 0.0% | +135.0% | 2.150% | |
1/26/2024 | Aspiriant LLC | 9,217 | $293K | 0.0% | -28.8% | 0.041% | |
1/25/2024 | RFG Advisory LLC | 37,024 | $1.18M | 0.0% | +3.2% | 0.164% | |
1/24/2024 | Stratos Wealth Partners LTD. | 6,595 | $209K | 0.0% | -7.3% | 0.029% | |
1/24/2024 | GFS Advisors LLC | 13,449 | $427K | 0.1% | -10.3% | 0.060% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 79,885 | $2.54M | 0.6% | +431.4% | 0.353% | |
1/23/2024 | Upper Left Wealth Management LLC | 35,633 | $1.13M | 1.1% | +3.3% | 0.158% | |
1/23/2024 | Corrigan Financial Inc. | 306,186 | $9.72M | 2.9% | +0.6% | 1.355% | |
1/23/2024 | TIAA Trust National Association | 330,903 | $10.51M | 0.0% | -10.0% | 1.464% | |
1/23/2024 | Private Ocean LLC | 21,475 | $682K | 0.1% | -4.9% | 0.095% | |
1/22/2024 | Landmark Wealth Management LLC | 10,869 | $345K | 0.2% | +7.9% | 0.048% | |
1/22/2024 | Financial Management Network Inc. | 10,471 | $325K | 0.1% | -8.4% | 0.046% | |
1/19/2024 | Worth Financial Advisory Group LLC | 6,891 | $219K | 0.2% | N/A | 0.030% | |
1/19/2024 | Quent Capital LLC | 13,436 | $427K | 0.1% | +5.2% | 0.059% | |
1/19/2024 | Hibernia Wealth Partners LLC | 62,561 | $1.99M | 1.5% | N/A | 0.277% | |
1/18/2024 | Global Retirement Partners LLC | 41,966 | $1.28M | 0.1% | +25.2% | 0.186% | |
1/18/2024 | Austin Private Wealth LLC | 16,267 | $517K | 0.1% | -3.0% | 0.072% | |
1/18/2024 | Moisand Fitzgerald Tamayo LLC | 4,664 | $148K | 0.0% | -23.1% | 0.021% | |
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1/17/2024 | RTD Financial Advisors Inc. | 133,523 | $4.24M | 0.6% | -2.9% | 0.591% | |
1/16/2024 | Portside Wealth Group LLC | 17,037 | $541K | 0.1% | -10.5% | 0.075% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 44,155 | $1.40M | 0.0% | -3.0% | 0.195% | |
1/16/2024 | Carlson Capital Management | 66,697 | $2.12M | 0.1% | -1.5% | 0.295% | |
1/16/2024 | Eclectic Associates Inc. ADV | 13,967 | $444K | 0.2% | -2.9% | 0.062% | |
1/12/2024 | CX Institutional | 177,420 | $5.64M | 0.3% | +2.4% | 0.785% | |
1/12/2024 | Apeiron RIA LLC | 6,746 | $214K | 0.1% | N/A | 0.030% | |
1/12/2024 | Trilogy Capital Inc. | 58,265 | $1.85M | 0.1% | +39.8% | 0.258% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 8,841 | $281K | 0.0% | +14.4% | 0.039% | |
1/10/2024 | Strategic Investment Advisors MI | 6,739 | $214K | 0.0% | -5.3% | 0.030% | |