7/26/2024 | Walkner Condon Financial Advisors LLC | 99,202 | $3.15M | 0.7% | +6.2% | 0.501% | |
7/26/2024 | Worth Financial Advisory Group LLC | 11,324 | $359K | 0.2% | +9.7% | 0.057% | |
7/26/2024 | Harbour Investments Inc. | 45,785 | $1.45M | 0.0% | +14.9% | 0.231% | |
7/25/2024 | Upper Left Wealth Management LLC | 33,341 | $1.06M | 1.0% | -4.6% | 0.168% | |
7/24/2024 | McAdam LLC | 75,244 | $2.39M | 0.1% | -3.6% | 0.380% | |
7/22/2024 | Atria Wealth Solutions Inc. | 56,394 | $1.79M | 0.0% | +258.9% | 0.285% | |
|
7/22/2024 | CarsonAllaria Wealth Management Ltd. | 129,631 | $4.11M | 2.5% | -1.3% | 0.655% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 93,943 | $2.98M | 1.7% | +1.1% | 0.474% | |
7/20/2024 | Continuum Advisory LLC | 3,137 | $100K | 0.0% | -37.2% | 0.016% | |
7/20/2024 | Accredited Investors Inc. | 41,782 | $1.33M | 0.1% | -0.8% | 0.211% | |
7/18/2024 | Portside Wealth Group LLC | 15,747 | $500K | 0.1% | -3.1% | 0.080% | |
7/18/2024 | Pure Financial Advisors LLC | 85,977 | $2.73M | 0.1% | -7.3% | 0.434% | |
7/17/2024 | Annapolis Financial Services LLC | 120,853 | $3.84M | 1.2% | +0.3% | 0.610% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 333,999 | $10.60M | 0.0% | +22.8% | 1.687% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 29,647 | $941K | 0.0% | -13.1% | 0.150% | |
7/15/2024 | Aspire Private Capital LLC | 83,011 | $2.64M | 0.7% | +3.7% | 0.419% | |
7/15/2024 | RFG Advisory LLC | 35,181 | $1.12M | 0.0% | -1.2% | 0.178% | |
7/13/2024 | Austin Private Wealth LLC | 20,948 | $665K | 0.1% | +3.0% | 0.106% | |
7/10/2024 | Csenge Advisory Group | 16,475 | $523K | 0.0% | +3.1% | 0.083% | |
7/10/2024 | Simplicity Wealth LLC | 30,613 | $972K | 0.0% | +2.6% | 0.155% | |
7/9/2024 | Park Avenue Securities LLC | 182,848 | $5.80M | 0.1% | +5.3% | 0.923% | |
5/24/2024 | Cetera Advisor Networks LLC | 469,300 | $15.24M | 0.1% | +0.3% | 2.370% | |
5/24/2024 | Cetera Advisors LLC | 16,024 | $520K | 0.0% | -14.8% | 0.081% | |
5/24/2024 | Cetera Investment Advisers | 502,317 | $16.32M | 0.0% | +2,721.2% | 2.537% | |
5/23/2024 | Austin Wealth Management LLC | 21,732 | $704K | 0.2% | -3.8% | 0.110% | |
5/15/2024 | Ascent Group LLC | 19,315 | $627K | 0.1% | -4.8% | 0.098% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,236 | $722K | 0.0% | +36.0% | 0.112% | |
5/14/2024 | CreativeOne Wealth LLC | 16,988 | $552K | 0.0% | -4.8% | 0.086% | |
5/14/2024 | Crewe Advisors LLC | 3,704 | $120K | 0.0% | +3,461.5% | 0.019% | |
5/14/2024 | Pitcairn Co. | 20,833 | $677K | 0.0% | N/A | 0.105% | |
5/10/2024 | Osaic Holdings Inc. | 371,919 | $12.08M | 0.0% | +180.4% | 1.878% | |
5/10/2024 | TIAA Trust National Association | 333,072 | $10.82M | 0.0% | +0.7% | 1.682% | |
5/10/2024 | Nicolet Advisory Services LLC | 10,025 | $325K | 0.0% | -8.6% | 0.051% | |
5/7/2024 | TCI Wealth Advisors Inc. | 8,930 | $290K | 0.0% | -11.8% | 0.045% | |
5/7/2024 | CarsonAllaria Wealth Management Ltd. | 131,291 | $4.26M | 2.7% | +4.0% | 0.663% | |
5/7/2024 | Empowered Funds LLC | 59,578 | $1.94M | 0.0% | N/A | 0.301% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 272,018 | $8.84M | 0.0% | +23.0% | 1.374% | |
5/4/2024 | Richardson Financial Services Inc. | 22,358 | $726K | 0.5% | -5.8% | 0.113% | |
5/3/2024 | Larson Financial Group LLC | 21,955 | $713K | 0.1% | -4.2% | 0.111% | |
5/3/2024 | Commerce Bank | 459,876 | $14.94M | 0.1% | +5.6% | 2.323% | |
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5/2/2024 | USAdvisors Wealth Management LLC | 12,227 | $398K | 0.1% | -4.7% | 0.062% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 23,816 | $774K | 0.0% | N/A | 0.120% | |
5/1/2024 | Mission Wealth Management LP | 48,094 | $1.56M | 0.0% | +13.6% | 0.243% | |
5/1/2024 | Worth Financial Advisory Group LLC | 10,318 | $335K | 0.2% | +49.7% | 0.052% | |
4/30/2024 | Private Advisor Group LLC | 15,359 | $499K | 0.0% | -12.9% | 0.078% | |
4/29/2024 | Commonwealth Equity Services LLC | 123,545 | $4.01M | 0.0% | +2.0% | 0.624% | |
4/24/2024 | Simplicity Wealth LLC | 29,826 | $969K | 0.0% | N/A | 0.151% | |
4/24/2024 | Spire Wealth Management | 26,064 | $847K | 0.0% | +12.9% | 0.132% | |
4/23/2024 | Global Retirement Partners LLC | 53,274 | $1.73M | 0.1% | +26.9% | 0.269% | |
4/23/2024 | McAdam LLC | 78,028 | $2.53M | 0.2% | -3.8% | 0.394% | |
4/22/2024 | Corrigan Financial Inc. | 301,594 | $9.80M | 2.5% | -1.5% | 1.523% | |
4/22/2024 | Outlook Wealth Advisors LLC | 11,391 | $370K | 0.1% | -13.1% | 0.058% | |
4/22/2024 | Eagle Bluffs Wealth Management LLC | 92,916 | $3.02M | 1.9% | +2.1% | 0.469% | |
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% | |
3/4/2024 | 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% | |
2/13/2024 | 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 | Wells Fargo & Company MN | 288,314 | $9.16M | 0.0% | -20.8% | 1.276% | |
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 | Pinnacle Wealth Planning Services Inc. | 424,982 | $13.50M | 2.0% | +14.0% | 1.880% | |
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% | |
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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% | |