3/15/2024 | B. Riley Wealth Advisors Inc. | 14,494 | $0.76M | 0.0% | -25.7% | 0.044% | |
2/23/2024 | Beacon Financial Group | 8,267 | $0.43M | 0.1% | +29.0% | 0.025% | |
2/16/2024 | Harbour Investments Inc. | 7,433 | $0.39M | 0.0% | +88.7% | 0.022% | |
2/15/2024 | High Falls Advisors Inc | 5,192 | $0.27M | 0.1% | N/A | 0.016% | |
2/15/2024 | Townsquare Capital LLC | 21,243 | $1.11M | 0.0% | +19.0% | 0.064% | |
2/15/2024 | Comerica Bank | 4,952 | $0.26M | 0.0% | +32.1% | 0.015% | |
|
2/14/2024 | Royal Bank of Canada | 77,222 | $4.04M | 0.0% | +74.4% | 0.233% | |
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 | $0.25M | 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 | Cetera Advisor Networks LLC | 58,471 | $3.06M | 0.0% | +29.5% | 0.177% | |
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 | $0.14M | 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 | $0.26M | 0.0% | +9.8% | 0.015% | |
2/9/2024 | UBS Group AG | 9,920 | $0.52M | 0.0% | +75.4% | 0.030% | |
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 | $0.28M | 0.2% | +17.2% | 0.016% | |
2/7/2024 | Avantax Advisory Services Inc. | 18,541 | $0.97M | 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 | $0.25M | 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 | $0.64M | 0.0% | +373.0% | 0.037% | |
2/6/2024 | Apollon Wealth Management LLC | 8,188 | $0.43M | 0.0% | N/A | 0.025% | |
2/6/2024 | Spire Wealth Management | 7,473 | $0.40M | 0.0% | +86.5% | 0.023% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,842 | $0.20M | 0.0% | N/A | 0.012% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 6,860 | $0.36M | 0.0% | +30.8% | 0.021% | |
2/6/2024 | First Horizon Advisors Inc. | 14,207 | $0.74M | 0.0% | +13.5% | 0.043% | |
2/5/2024 | Kestra Private Wealth Services LLC | 6,854 | $0.36M | 0.0% | +23.8% | 0.021% | |
2/5/2024 | Transcend Capital Advisors LLC | 6,994 | $0.37M | 0.0% | +12.4% | 0.021% | |
2/2/2024 | Dohj LLC | 14,254 | $0.75M | 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% | |
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1/31/2024 | Oliver Lagore Vanvalin Investment Group | 2,314 | $0.12M | 0.0% | +29.4% | 0.007% | |
1/31/2024 | Goodwin Investment Advisory | 12,182 | $0.64M | 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 | $0.27M | 0.0% | -15.5% | 0.015% | |
1/30/2024 | Capital Analysts LLC | 5,099 | $0.27M | 0.0% | +22.8% | 0.015% | |
1/30/2024 | Hoxton Planning & Management LLC | 6,723 | $0.35M | 0.2% | +25.6% | 0.020% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 81,937 | $4.29M | 0.9% | +41.4% | 0.248% | |
1/29/2024 | ORG Partners LLC | 1,535 | $80K | 0.0% | +53.0% | 0.005% | |
1/29/2024 | Keystone Financial Services | 20,660 | $1.08M | 0.5% | +35.7% | 0.062% | |
1/29/2024 | Perigon Wealth Management LLC | 15,424 | $0.81M | 0.0% | +120.5% | 0.047% | |
1/26/2024 | Cerity Partners LLC | 46,028 | $2.41M | 0.0% | +281.7% | 0.139% | |
1/25/2024 | MA Private Wealth | 30,117 | $1.58M | 0.3% | +371.4% | 0.091% | |
1/25/2024 | Strategic Blueprint LLC | 21,444 | $1.12M | 0.1% | +30.1% | 0.065% | |
1/25/2024 | One Wealth Management Investment & Advisory Services LLC | 21,243 | $1.11M | 0.5% | N/A | 0.064% | |
1/25/2024 | Centurion Wealth Management LLC | 7,727 | $0.40M | 0.2% | N/A | 0.023% | |
1/24/2024 | Stratos Wealth Advisors LLC | 20,635 | $1.08M | 0.1% | +44.4% | 0.062% | |
1/23/2024 | Venturi Wealth Management LLC | 13,745 | $0.72M | 0.1% | +38.2% | 0.042% | |
1/22/2024 | JB Capital LLC | 6,221 | $0.33M | 0.0% | +26.7% | 0.019% | |
1/19/2024 | AdvisorNet Financial Inc | 2,340 | $0.12M | 0.0% | +18.4% | 0.007% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 13,356 | $0.70M | 0.1% | +52.3% | 0.040% | |
1/19/2024 | Sharkey Howes & Javer | 80,758 | $4.23M | 0.7% | +28.3% | 0.244% | |
1/18/2024 | Austin Private Wealth LLC | 33,272 | $1.74M | 0.2% | +31.3% | 0.101% | |
1/18/2024 | Spectrum Planning & Advisory Services Inc. | 8,347 | $0.44M | 0.6% | +69.8% | 0.025% | |
1/18/2024 | West Wealth Group LLC | 14,533 | $0.76M | 0.3% | +16.4% | 0.044% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 8,680 | $0.45M | 0.1% | N/A | 0.026% | |
1/16/2024 | CoreCap Advisors LLC | 7,790 | $0.41M | 0.0% | -4.5% | 0.024% | |
1/16/2024 | Wealthsource Partners LLC | 69,232 | $3.62M | 0.2% | +17.9% | 0.209% | |
1/12/2024 | Mutual Advisors LLC | 9,691 | $0.51M | 0.0% | N/A | 0.029% | |
1/12/2024 | My Legacy Advisors LLC | 4,841 | $0.25M | 0.1% | N/A | 0.015% | |
1/12/2024 | Insight Wealth Strategies LLC | 5,058 | $0.27M | 0.0% | +18.1% | 0.015% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 5,663 | $0.30M | 0.0% | +88.0% | 0.017% | |
1/10/2024 | Dfpg Investments LLC | 38,659 | $1.99M | 0.2% | +0.6% | 0.117% | |
1/9/2024 | Capital Asset Advisory Services LLC | 3,842 | $0.20M | 0.0% | N/A | 0.012% | |
1/9/2024 | WBH Advisory Inc. | 9,188 | $0.48M | 0.1% | N/A | 0.028% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 19,515 | $0.92M | 0.0% | +154.5% | 0.059% | |
11/21/2023 | Comerica Bank | 3,748 | $0.18M | 0.0% | N/A | 0.011% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 72,447 | $3.41M | 0.0% | +1,338.0% | 0.219% | |
11/15/2023 | Integrated Wealth Concepts LLC | 50,958 | $2.40M | 0.0% | +54.8% | 0.154% | |
11/15/2023 | Townsquare Capital LLC | 17,847 | $0.84M | 0.0% | N/A | 0.054% | |
11/15/2023 | Royal Bank of Canada | 44,291 | $2.09M | 0.0% | +73.0% | 0.134% | |
11/15/2023 | JPMorgan Chase & Co. | 526,779 | $24.80M | 0.0% | +39.8% | 1.591% | |
11/14/2023 | Morningstar Investment Services LLC | 17,223 | $0.81M | 0.0% | N/A | 0.052% | |
11/14/2023 | California State Teachers Retirement System | 10,859,591 | $511.27M | 0.8% | -24.4% | 32.808% | |
11/13/2023 | LPL Financial LLC | 240,472 | $11.32M | 0.0% | +546.5% | 0.727% | |
11/13/2023 | Regal Investment Advisors LLC | 22,685 | $1.07M | 0.1% | +42.0% | 0.069% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 4,708 | $0.22M | 0.1% | +60.6% | 0.014% | |
11/13/2023 | Envestnet Asset Management Inc. | 4,733,316 | $222.85M | 0.1% | +5.2% | 14.300% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 1,497,963 | $70.52M | 0.3% | N/A | 4.526% | |
11/13/2023 | Wealthsource Partners LLC | 58,741 | $2.77M | 0.2% | +39.3% | 0.177% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 1,788 | $84K | 0.0% | +41.3% | 0.005% | |
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11/9/2023 | Wealth Alliance | 34,896 | $1.64M | 0.3% | +37.9% | 0.105% | |
11/9/2023 | UBS Group AG | 5,655 | $0.27M | 0.0% | +172.7% | 0.017% | |
11/8/2023 | Aptus Capital Advisors LLC | 11,274 | $0.53M | 0.0% | +30.2% | 0.034% | |
11/8/2023 | Janney Montgomery Scott LLC | 59,483 | $2.80M | 0.0% | +34.0% | 0.180% | |
11/8/2023 | Atria Wealth Solutions Inc. | 120,036 | $5.68M | 0.1% | +53.3% | 0.363% | |
11/8/2023 | Sowell Financial Services LLC | 11,469 | $0.54M | 0.0% | N/A | 0.035% | |
11/8/2023 | Spire Wealth Management | 4,007 | $0.19M | 0.0% | +97.0% | 0.012% | |
11/8/2023 | Austin Private Wealth LLC | 25,347 | $1.19M | 0.2% | +40.2% | 0.077% | |
11/8/2023 | Avantax Advisory Services Inc. | 15,344 | $0.72M | 0.0% | +38.6% | 0.046% | |
11/8/2023 | Keystone Financial Services | 15,223 | $0.72M | 0.4% | +39.3% | 0.046% | |