7/26/2024 | Harbour Investments Inc. | 7,801 | $463K | 0.0% | +6.0% | 0.037% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 11,547 | $686K | 0.1% | -3.8% | 0.055% | |
7/26/2024 | Bank of New York Mellon Corp | 44,984 | $2.67M | 0.0% | -3.6% | 0.213% | |
7/25/2024 | Tempus Wealth Planning LLC | 6,258 | $372K | 0.2% | +31.7% | 0.030% | |
7/24/2024 | JB Capital LLC | 6,382 | $379K | 0.0% | -6.4% | 0.030% | |
7/24/2024 | Goldstein Advisors LLC | 3,532 | $210K | 0.0% | N/A | 0.017% | |
|
7/24/2024 | My Legacy Advisors LLC | 9,307 | $553K | 0.2% | N/A | 0.044% | |
7/23/2024 | Concourse Financial Group Securities Inc. | 15,928 | $946K | 0.1% | +9.6% | 0.075% | |
7/23/2024 | Keystone Financial Services | 21,145 | $1.26M | 0.5% | +4.1% | 0.100% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 86,060 | $5.11M | 1.0% | -1.5% | 0.407% | |
7/22/2024 | Atria Wealth Solutions Inc. | 147,017 | $8.73M | 0.1% | -3.8% | 0.695% | |
7/20/2024 | First Horizon Advisors Inc. | 12,819 | $762K | 0.0% | -4.0% | 0.061% | |
7/20/2024 | Continuum Advisory LLC | 3,387 | $201K | 0.0% | +24.2% | 0.016% | |
7/19/2024 | Williams Financial LLC | 196,506 | $11.23M | 0.1% | +5,435.4% | 0.929% | |
7/19/2024 | Hoxton Planning & Management LLC | 6,136 | $365K | 0.2% | -4.7% | 0.029% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 9,490 | $566K | 0.5% | N/A | 0.045% | |
7/17/2024 | Sharkey Howes & Javer | 73,474 | $4.37M | 0.7% | -4.7% | 0.347% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 1,700,426 | $101.02M | 0.4% | -3.9% | 8.040% | |
7/16/2024 | ORG Partners LLC | 1,224 | $73K | 0.0% | N/A | 0.006% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,202 | $250K | 0.0% | N/A | 0.020% | |
7/16/2024 | Maia Wealth LLC | 18,045 | $1.11M | 0.3% | N/A | 0.085% | |
7/13/2024 | Austin Private Wealth LLC | 32,405 | $1.93M | 0.2% | -8.5% | 0.153% | |
7/12/2024 | Diversify Advisory Services LLC | 38,675 | $2.34M | 0.1% | -0.4% | 0.183% | |
7/11/2024 | U.S. Capital Wealth Advisors LLC | 8,539 | $507K | 0.0% | +28.6% | 0.040% | |
7/10/2024 | Buttonwood Financial Group LLC | 12,537 | $746K | 0.4% | +5.8% | 0.059% | |
7/10/2024 | CWM LLC | 569,112 | $33.81M | 0.2% | -14.8% | 2.691% | |
7/9/2024 | Park Avenue Securities LLC | 496,129 | $29.47M | 0.4% | -1.9% | 2.346% | |
7/2/2024 | Transcend Capital Advisors LLC | 7,264 | $432K | 0.0% | -11.1% | 0.034% | |
5/24/2024 | Cetera Advisors LLC | 58,145 | $3.34M | 0.0% | +92.3% | 0.275% | |
5/24/2024 | Cetera Investment Advisers | 285,757 | $16.41M | 0.0% | +46.9% | 1.351% | |
5/17/2024 | Citizens Financial Group Inc. RI | 3,868 | $222K | 0.0% | N/A | 0.018% | |
5/17/2024 | Comerica Bank | 4,674 | $268K | 0.0% | -5.6% | 0.022% | |
5/16/2024 | California State Teachers Retirement System | 3,859,591 | $221.58M | 0.3% | -47.6% | 18.249% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 19,515 | $1.12M | 0.0% | +34.6% | 0.092% | |
5/16/2024 | High Falls Advisors Inc | 4,858 | $279K | 0.1% | -6.4% | 0.023% | |
5/14/2024 | CreativeOne Wealth LLC | 15,001 | $861K | 0.0% | +197.4% | 0.071% | |
5/9/2024 | Orion Portfolio Solutions LLC | 22,751 | $1.31M | 0.0% | +4.2% | 0.108% | |
5/8/2024 | Avantax Advisory Services Inc. | 24,379 | $1.40M | 0.0% | +31.5% | 0.115% | |
5/7/2024 | Concurrent Investment Advisors LLC | 15,142 | $869K | 0.0% | -5.9% | 0.072% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 1,769,853 | $101.61M | 0.4% | -5.2% | 8.368% | |
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5/6/2024 | Advisory Services Network LLC | 74,294 | $4.27M | 0.1% | -1.8% | 0.351% | |
5/4/2024 | Buck Wealth Strategies LLC | 9,090 | $522K | 0.2% | N/A | 0.043% | |
5/1/2024 | Janney Montgomery Scott LLC | 97,495 | $5.60M | 0.0% | +6.2% | 0.461% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 14,539 | $835K | 0.1% | +19.6% | 0.069% | |
5/1/2024 | Diversify Advisory Services LLC | 38,839 | $2.22M | 0.1% | N/A | 0.184% | |
4/30/2024 | Perigon Wealth Management LLC | 17,307 | $994K | 0.0% | +12.2% | 0.082% | |
4/29/2024 | Commonwealth Equity Services LLC | 32,947 | $1.89M | 0.0% | +5.0% | 0.156% | |
4/26/2024 | RCS Financial Planning LLC | 5,448 | $313K | 0.2% | +3.6% | 0.026% | |
4/24/2024 | Simplicity Wealth LLC | 5,209 | $299K | 0.0% | N/A | 0.021% | |
4/24/2024 | Spire Wealth Management | 6,719 | $386K | 0.0% | -10.1% | 0.027% | |
4/23/2024 | Venturi Wealth Management LLC | 12,643 | $726K | 0.0% | -8.0% | 0.051% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 5,757 | $331K | 0.1% | +22.3% | 0.023% | |
4/22/2024 | Horst & Graben Wealth Management LLC | 87,352 | $5.02M | 1.0% | +6.6% | 0.350% | |
4/19/2024 | Tempus Wealth Planning LLC | 4,752 | $273K | 0.1% | N/A | 0.019% | |
4/18/2024 | Claro Advisors LLC | 6,182 | $355K | 0.1% | N/A | 0.025% | |
4/16/2024 | Dohj LLC | 14,608 | $839K | 0.2% | +2.5% | 0.059% | |
4/13/2024 | Hoxton Planning & Management LLC | 6,439 | $370K | 0.2% | -4.2% | 0.026% | |
4/12/2024 | Factory Mutual Insurance Co. | 1,053,908 | $60.51M | 0.7% | -50.4% | 4.224% | |
4/12/2024 | Austin Private Wealth LLC | 35,405 | $2.01M | 0.2% | +6.4% | 0.142% | |
4/11/2024 | Buttonwood Financial Group LLC | 11,846 | $680K | 0.4% | +30.4% | 0.047% | |
4/10/2024 | Park Avenue Securities LLC | 505,712 | $29.03M | 0.4% | -1.4% | 2.027% | |
4/10/2024 | Williams Financial LLC | 3,550 | $204K | 0.1% | N/A | 0.014% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 14,494 | $759K | 0.0% | -25.7% | 0.044% | |
2/23/2024 | Beacon Financial Group | 8,267 | $433K | 0.1% | +29.0% | 0.025% | |
2/14/2024 | Tcwp LLC | 48,682 | $2.55M | 7.2% | +13.9% | 0.147% | |
2/14/2024 | MGO One Seven LLC | 48,682 | $2.55M | 0.1% | N/A | 0.147% | |
2/14/2024 | Regal Investment Advisors LLC | 25,798 | $1.35M | 0.1% | +13.7% | 0.078% | |
2/14/2024 | CFS Investment Advisory Services LLC | 4,819 | $252K | 0.0% | N/A | 0.015% | |
2/13/2024 | Morningstar Investment Services LLC | 71,735 | $3.77M | 0.0% | +316.5% | 0.217% | |
2/13/2024 | Envestnet Asset Management Inc. | 5,816,634 | $304.44M | 0.1% | +22.9% | 17.573% | |
2/13/2024 | California State Teachers Retirement System | 7,359,591 | $385.20M | 0.5% | -32.2% | 22.234% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 60,812 | $3.18M | 0.0% | +31.0% | 0.184% | |
2/9/2024 | Advisory Services Network LLC | 75,653 | $3.96M | 0.1% | +3.9% | 0.229% | |
2/9/2024 | Orion Portfolio Solutions LLC | 21,824 | $1.14M | 0.0% | +29.7% | 0.066% | |
2/9/2024 | EverSource Wealth Advisors LLC | 2,690 | $141K | 0.0% | +10.2% | 0.008% | |
2/9/2024 | Assetmark Inc. | 90,679 | $4.75M | 0.0% | +27.7% | 0.274% | |
2/9/2024 | CreativeOne Wealth LLC | 5,044 | $264K | 0.0% | +9.8% | 0.015% | |
2/8/2024 | SigFig Wealth Management LLC | 50,917 | $2.67M | 0.1% | +24.1% | 0.154% | |
2/8/2024 | Janney Montgomery Scott LLC | 91,781 | $4.80M | 0.0% | +54.3% | 0.277% | |
2/8/2024 | RCS Financial Planning LLC | 5,259 | $275K | 0.2% | +17.2% | 0.016% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,541 | $970K | 0.0% | +20.8% | 0.056% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 1,866,249 | $97.68M | 0.4% | +24.6% | 5.638% | |
2/7/2024 | JFS Wealth Advisors LLC | 4,802 | $251K | 0.0% | N/A | 0.015% | |
2/7/2024 | Principal Securities Inc. | 711 | $37K | 0.0% | N/A | 0.002% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 12,161 | $637K | 0.0% | +373.0% | 0.037% | |
2/6/2024 | Apollon Wealth Management LLC | 8,188 | $429K | 0.0% | N/A | 0.025% | |
2/6/2024 | Spire Wealth Management | 7,473 | $397K | 0.0% | +86.5% | 0.023% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,842 | $201K | 0.0% | N/A | 0.012% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 6,860 | $359K | 0.0% | +30.8% | 0.021% | |
2/6/2024 | First Horizon Advisors Inc. | 14,207 | $744K | 0.0% | +13.5% | 0.043% | |
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2/5/2024 | Kestra Private Wealth Services LLC | 6,854 | $359K | 0.0% | +23.8% | 0.021% | |
2/5/2024 | Transcend Capital Advisors LLC | 6,994 | $366K | 0.0% | +12.4% | 0.021% | |
2/2/2024 | Dohj LLC | 14,254 | $746K | 0.2% | N/A | 0.043% | |
2/2/2024 | Atria Wealth Solutions Inc. | 157,616 | $8.25M | 0.1% | +31.3% | 0.476% | |
2/1/2024 | CWM LLC | 747,806 | $39.14M | 0.2% | +5.8% | 2.259% | |
1/31/2024 | Oliver Lagore Vanvalin Investment Group | 2,314 | $121K | 0.0% | +29.4% | 0.007% | |
1/31/2024 | Goodwin Investment Advisory | 12,182 | $638K | 0.3% | -28.9% | 0.037% | |
1/30/2024 | Wealth Alliance | 39,564 | $2.07M | 0.3% | +13.4% | 0.120% | |
1/30/2024 | SVB Wealth LLC | 5,091 | $266K | 0.0% | -15.5% | 0.015% | |
1/30/2024 | Capital Analysts LLC | 5,099 | $267K | 0.0% | +22.8% | 0.015% | |