4/17/2024 | Hennion & Walsh Asset Management Inc. | 11,466 | $285K | 0.0% | N/A | 0.034% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 17,668 | $439K | 0.0% | +16.0% | 0.052% | |
4/13/2024 | Affinity Capital Advisors LLC | 172,398 | $4.29M | 1.0% | +1.3% | 0.508% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 70,000 | $1.74M | 0.1% | +16.7% | 0.206% | |
4/12/2024 | McNaughton Wealth Management LLC | 71,735 | $1.78M | 1.0% | +4.3% | 0.211% | |
4/12/2024 | Southland Equity Partners LLC | 9,950 | $247K | 0.1% | N/A | 0.029% | |
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4/11/2024 | FOCUS Wealth Advisors LLC | 35,039 | $871K | 0.5% | +77.8% | 0.140% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 23,871 | $596K | 0.3% | -9.7% | 0.096% | |
2/28/2024 | EP Wealth Advisors LLC | 795,605 | $19.87M | 0.3% | N/A | 3.189% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 438,994 | $10.97M | 0.0% | +124.0% | 1.759% | |
2/15/2024 | Dagco Inc. | 4,687 | $117K | 0.1% | N/A | 0.019% | |
2/15/2024 | Comerica Bank | 4,074 | $102K | 0.0% | -28.7% | 0.016% | |
2/14/2024 | Creative Planning | 19,489 | $487K | 0.0% | -43.1% | 0.078% | |
2/13/2024 | Envestnet Asset Management Inc. | 441,764 | $11.04M | 0.0% | +122.7% | 1.771% | |
2/13/2024 | Cetera Advisor Networks LLC | 20,059 | $501K | 0.0% | +42.4% | 0.080% | |
2/12/2024 | Stifel Financial Corp | 14,697 | $367K | 0.0% | +23.1% | 0.059% | |
2/9/2024 | Orion Portfolio Solutions LLC | 122,579 | $3.07M | 0.0% | +10.8% | 0.491% | |
2/9/2024 | Avantax Planning Partners Inc. | 26,746 | $668K | 0.0% | +117.6% | 0.107% | |
2/9/2024 | US Bancorp DE | 5,805 | $145K | 0.0% | -20.5% | 0.023% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 20,927 | $523K | 0.0% | -6.2% | 0.084% | |
2/9/2024 | Tidemark LLC | 1,148 | $29K | 0.0% | N/A | 0.005% | |
2/9/2024 | Journey Strategic Wealth LLC | 67,296 | $1.68M | 0.1% | N/A | 0.270% | |
2/9/2024 | Corient Private Wealth LLC | 9,729 | $243K | 0.0% | N/A | 0.039% | |
2/9/2024 | Wells Fargo & Company MN | 713,770 | $17.83M | 0.0% | +116.4% | 2.861% | |
2/9/2024 | UBS Group AG | 81,896 | $2.05M | 0.0% | +5.2% | 0.328% | |
2/9/2024 | Laurel Wealth Planning LLC | 10,224 | $255K | 0.2% | +14.3% | 0.041% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 9,818,357 | $245.26M | 0.4% | -28.2% | 39.352% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 15,225 | $380K | 0.0% | +5.5% | 0.061% | |
2/6/2024 | Avidian Wealth Solutions LLC | 8,113 | $203K | 0.0% | N/A | 0.033% | |
1/31/2024 | Boyd Wealth Management LLC | 15,895 | $397K | 0.2% | -93.4% | 0.064% | |
1/29/2024 | Lodestar Private Asset Management LLC | 60,673 | $1.52M | 0.2% | +27.3% | 0.243% | |
1/26/2024 | Cerity Partners LLC | 30,112 | $752K | 0.0% | N/A | 0.121% | |
1/26/2024 | Williams & Novak LLC | 47,800 | $1.19M | 1.4% | N/A | 0.192% | |
1/24/2024 | Allworth Financial LP | 190,965 | $4.77M | 0.0% | +115.0% | 0.765% | |
1/24/2024 | SteelPeak Wealth LLC | 86,726 | $2.17M | 0.1% | -41.4% | 0.348% | |
1/22/2024 | Spinnaker Investment Group LLC | 13,472 | $337K | 0.1% | N/A | 0.054% | |
1/22/2024 | Miracle Mile Advisors LLC | 843,135 | $21.06M | 0.6% | +18.8% | 3.379% | |
1/18/2024 | Global Retirement Partners LLC | 17,596 | $442K | 0.0% | -16.4% | 0.071% | |
1/16/2024 | Myecfo LLC | 8,400 | $210K | 0.1% | N/A | 0.034% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,872 | $421K | 0.0% | +12.9% | 0.068% | |
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1/16/2024 | Wealthsource Partners LLC | 117,259 | $2.93M | 0.2% | -28.6% | 0.470% | |
1/11/2024 | Affinity Capital Advisors LLC | 170,226 | $4.25M | 1.0% | +11.6% | 0.682% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 19,704 | $492K | 0.3% | -7.1% | 0.079% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 59,998 | $1.50M | 0.1% | +482.8% | 0.240% | |
1/11/2024 | Omega Financial Group LLC | 34,412 | $860K | 0.4% | -12.1% | 0.138% | |
1/11/2024 | McNaughton Wealth Management LLC | 68,755 | $1.72M | 1.0% | +18.6% | 0.276% | |
1/10/2024 | Dfpg Investments LLC | 58,520 | $1.46M | 0.1% | N/A | 0.235% | |
1/8/2024 | Pure Financial Advisors LLC | 77,222 | $1.93M | 0.1% | -43.0% | 0.310% | |
12/1/2023 | Dimension Capital Management LLC | 26,232 | $616K | 0.1% | N/A | 0.105% | |
11/21/2023 | Comerica Bank | 5,714 | $134K | 0.0% | N/A | 0.023% | |
11/16/2023 | Creative Planning | 34,229 | $803K | 0.0% | +225.6% | 0.137% | |
11/16/2023 | McIlrath & Eck LLC | 5,454 | $128K | 0.0% | N/A | 0.022% | |
11/16/2023 | First Foundation Advisors | 1,171,080 | $27.49M | 1.3% | +80.1% | 4.694% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 195,982 | $4.60M | 0.0% | N/A | 0.785% | |
11/15/2023 | Royal Bank of Canada | 13,267 | $311K | 0.0% | -10.3% | 0.053% | |
11/15/2023 | JPMorgan Chase & Co. | 542,352 | $12.73M | 0.0% | +20,304.5% | 2.174% | |
11/15/2023 | Ameriprise Financial Inc. | 193,909 | $4.55M | 0.0% | +2.0% | 0.777% | |
11/13/2023 | Stifel Financial Corp | 11,939 | $280K | 0.0% | N/A | 0.048% | |
11/13/2023 | Mariner LLC | 265,918 | $6.24M | 0.0% | +3.5% | 1.066% | |
11/13/2023 | LPL Financial LLC | 293,783 | $6.90M | 0.0% | +31.6% | 1.177% | |
11/13/2023 | FMR LLC | 375,669 | $8.82M | 0.0% | +7.9% | 1.506% | |
11/13/2023 | Envestnet Asset Management Inc. | 198,382 | $4.66M | 0.0% | +1,047.1% | 0.795% | |
11/13/2023 | Wealthsource Partners LLC | 164,167 | $3.85M | 0.3% | +83.9% | 0.658% | |
11/9/2023 | UBS Group AG | 77,872 | $1.83M | 0.0% | -22.7% | 0.312% | |
11/8/2023 | HighTower Advisors LLC | 30,085 | $703K | 0.0% | N/A | 0.121% | |
11/8/2023 | Charles Schwab Investment Advisory Inc. | 13,682,286 | $321.12M | 0.5% | +51.4% | 54.839% | |
11/8/2023 | Mattern Capital Management LLC | 24,026 | $564K | 0.1% | +19.7% | 0.096% | |
11/8/2023 | NewEdge Wealth LLC | 28,785 | $676K | 0.0% | N/A | 0.115% | |
11/8/2023 | Avantax Advisory Services Inc. | 16,483 | $387K | 0.0% | -33.6% | 0.066% | |
11/8/2023 | Keybank National Association OH | 62,874 | $1.48M | 0.0% | -14.5% | 0.252% | |
11/3/2023 | SteelPeak Wealth LLC | 147,918 | $3.47M | 0.2% | -9.9% | 0.593% | |
11/1/2023 | Orion Portfolio Solutions LLC | 110,670 | $2.60M | 0.0% | -45.3% | 0.444% | |
10/31/2023 | Allworth Financial LP | 88,822 | $2.09M | 0.0% | +14.5% | 0.356% | |
10/31/2023 | Lodestar Private Asset Management LLC | 47,680 | $1.12M | 0.2% | +7.0% | 0.191% | |
10/27/2023 | Brio Consultants LLC | 8,928 | $210K | 0.0% | -24.3% | 0.036% | |
10/25/2023 | Boyd Wealth Management LLC | 242,613 | $5.69M | 3.8% | +9.6% | 0.972% | |
10/25/2023 | Miracle Mile Advisors LLC | 709,902 | $16.66M | 0.5% | +3,577.9% | 2.845% | |
10/24/2023 | Bank of New York Mellon Corp | 58,744 | $1.38M | 0.0% | N/A | 0.235% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 22,299 | $523K | 0.0% | +9.5% | 0.089% | |
10/19/2023 | Warren Street Wealth Advisors LLC | 26,449 | $621K | 0.4% | N/A | 0.106% | |
10/13/2023 | Global Retirement Partners LLC | 21,050 | $486K | 0.0% | +11.5% | 0.084% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 14,426 | $339K | 0.0% | +62.6% | 0.058% | |
10/11/2023 | SimpliFi Inc. | 64,991 | $1.53M | 0.8% | +0.7% | 0.260% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 10,295 | $242K | 0.0% | N/A | 0.041% | |
10/11/2023 | Affinity Capital Advisors LLC | 152,530 | $3.58M | 1.0% | +179.3% | 0.611% | |
10/10/2023 | Pure Financial Advisors LLC | 135,467 | $3.18M | 0.1% | +78.9% | 0.543% | |
10/5/2023 | McNaughton Wealth Management LLC | 57,981 | $1.36M | 0.9% | -2.6% | 0.232% | |
8/21/2023 | Osaic Holdings Inc. | 61,554 | $1.52M | 0.0% | -11.6% | 0.247% | |
8/17/2023 | Orion Portfolio Solutions LLC | 202,431 | $4.99M | 0.1% | +123.8% | 0.811% | |
8/15/2023 | Wells Fargo & Company MN | 543,310 | $13.39M | 0.0% | -3.2% | 2.178% | |
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8/15/2023 | Wealthsource Partners LLC | 89,293 | $2.20M | 0.1% | +1.5% | 0.358% | |
8/14/2023 | Orion Portfolio Solutions LLC | 83,964 | $7.81M | 0.1% | -7.2% | 0.337% | |
8/14/2023 | First Foundation Advisors | 650,204 | $16.02M | 0.7% | +6,180.3% | 2.606% | |
8/14/2023 | Cerity Partners LLC | 24,752 | $610K | 0.0% | +106.6% | 0.099% | |
8/11/2023 | Ameritas Investment Partners Inc. | 10,856 | $267K | 0.0% | +40.9% | 0.044% | |
8/11/2023 | JPMorgan Chase & Co. | 2,658 | $65K | 0.0% | N/A | 0.011% | |
8/10/2023 | Osaic Holdings Inc. | 61,554 | $1.52M | 0.0% | -11.6% | 0.247% | |
8/10/2023 | Commonwealth Equity Services LLC | 12,092 | $298K | 0.0% | -46.1% | 0.048% | |
8/10/2023 | Charles Schwab Investment Advisory Inc. | 9,034,590 | $222.61M | 0.3% | -0.6% | 36.211% | |
8/9/2023 | Flow Traders U.S. LLC | 87,052 | $2.15M | 0.1% | N/A | 0.349% | |