3/15/2024 | BlueChip Wealth Advisors LLC | 11,244 | $0.85M | 0.6% | N/A | 0.008% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 13,586 | $1.02M | 0.0% | -14.7% | 0.010% | |
3/11/2024 | Red Mountain Financial LLC | 10,415 | $0.78M | 1.2% | N/A | 0.008% | |
3/6/2024 | SageView Advisory Group LLC | 9,343 | $0.71M | 0.0% | -57.2% | 0.007% | |
3/1/2024 | ARK & TLK Investments LLC | 15,587 | $1.17M | 0.4% | N/A | 0.011% | |
3/1/2024 | Goldman Sachs Group Inc. | 165,934 | $12.50M | 0.0% | +3.6% | 0.120% | |
|
2/29/2024 | Scarborough Advisors LLC | 76,399 | $5.75M | 1.2% | +1.7% | 0.055% | |
2/28/2024 | EP Wealth Advisors LLC | 18,457 | $1.39M | 0.0% | +15.2% | 0.013% | |
2/26/2024 | Integrated Advisors Network LLC | 19,305 | $1.45M | 0.1% | -1.7% | 0.014% | |
2/23/2024 | Chicago Partners Investment Group LLC | 169,101 | $12.55M | 0.6% | +11.6% | 0.122% | |
2/23/2024 | Beacon Financial Group | 2,678 | $0.20M | 0.0% | N/A | 0.002% | |
2/21/2024 | American Trust | 3,941 | $0.30M | 0.0% | -6.1% | 0.003% | |
2/20/2024 | Voisard Asset Management Group Inc. | 78,226 | $5.89M | 3.5% | N/A | 0.056% | |
2/17/2024 | Madison Wealth Partners Inc | 10,586 | $0.80M | 0.3% | +61.5% | 0.008% | |
2/16/2024 | SageView Advisory Group LLC | 9,343 | $0.71M | 0.0% | -57.2% | 0.007% | |
2/16/2024 | Harbour Investments Inc. | 14,191 | $1.07M | 0.0% | -6.3% | 0.010% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 38,851 | $2.93M | 1.9% | -1.9% | 0.028% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 519,919 | $39.16M | 0.1% | -0.8% | 0.375% | |
2/15/2024 | Venture Visionary Partners LLC | 20,883 | $1.57M | 0.1% | +78.6% | 0.015% | |
2/15/2024 | Townsquare Capital LLC | 2,835 | $0.21M | 0.0% | N/A | 0.002% | |
2/15/2024 | Front Row Advisors LLC | 6,487 | $0.49M | 0.2% | -8.4% | 0.005% | |
2/15/2024 | Moneta Group Investment Advisors LLC | 1,995,865 | $150.33M | 3.0% | +8.4% | 1.438% | |
2/15/2024 | Hilltop Partners LLC | 13,771 | $1.04M | 0.4% | -4.1% | 0.010% | |
2/15/2024 | Atlas Capital Advisors LLC | 41,585 | $3.13M | 0.5% | +3.3% | 0.030% | |
2/15/2024 | Modera Wealth Management LLC | 325,109 | $24.49M | 0.4% | -2.2% | 0.234% | |
2/15/2024 | Nwam LLC | 11,014 | $0.83M | 0.1% | +3.9% | 0.008% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 2,070 | $0.16M | 0.0% | +122.3% | 0.001% | |
2/15/2024 | Buckingham Strategic Partners LLC | 5,820 | $0.44M | 0.0% | +12.6% | 0.004% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 97,794 | $7.37M | 0.1% | -2.6% | 0.070% | |
2/15/2024 | Baird Financial Group Inc. | 90,420 | $6.81M | 0.0% | +5.0% | 0.065% | |
2/15/2024 | Comerica Bank | 6,320 | $0.48M | 0.0% | +145.2% | 0.005% | |
2/14/2024 | Royal Bank of Canada | 69,714 | $5.25M | 0.0% | +35.9% | 0.050% | |
2/14/2024 | Continuum Advisory LLC | 18,805 | $1.42M | 0.2% | -2.1% | 0.014% | |
2/14/2024 | Pathstone Holdings LLC | 13,620 | $1.03M | 0.0% | N/A | 0.010% | |
2/14/2024 | Kestra Advisory Services LLC | 48,581 | $3.66M | 0.0% | +2.5% | 0.035% | |
2/14/2024 | Vivaldi Capital Management LP | 32,015 | $2.39M | 0.7% | +17.4% | 0.023% | |
2/14/2024 | Creative Planning | 10,259,228 | $772.73M | 1.1% | +0.3% | 7.391% | |
2/14/2024 | BOKF NA | 1,094 | $82K | 0.0% | N/A | 0.001% | |
2/14/2024 | Visionary Wealth Advisors | 4,450 | $0.34M | 0.0% | -6.3% | 0.003% | |
2/14/2024 | Cresset Asset Management LLC | 91,407 | $6.89M | 0.0% | -15.8% | 0.066% | |
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2/14/2024 | Regal Investment Advisors LLC | 6,204 | $0.47M | 0.0% | +25.8% | 0.004% | |
2/14/2024 | RE Dickinson Investment Advisors LLC | 89,931 | $6.77M | 4.5% | +0.2% | 0.065% | |
2/14/2024 | Waterloo Capital L.P. | 2,707 | $0.20M | 0.0% | -49.5% | 0.002% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 55,540 | $4.18M | 0.6% | -1.7% | 0.040% | |
2/14/2024 | White Knight Strategic Wealth Advisors LLC | 5,112 | $0.39M | 0.4% | -39.2% | 0.004% | |
2/13/2024 | Envestnet Asset Management Inc. | 736,006 | $55.44M | 0.0% | -2.8% | 0.530% | |
2/13/2024 | Northern Trust Corp | 15,069 | $1.14M | 0.0% | -40.2% | 0.011% | |
2/13/2024 | Exencial Wealth Advisors LLC | 303,421 | $22.85M | 0.9% | +8.6% | 0.219% | |
2/13/2024 | Cetera Advisor Networks LLC | 253,891 | $19.12M | 0.1% | -0.2% | 0.183% | |
2/13/2024 | Per Stirling Capital Management LLC. | 12,429 | $0.94M | 0.2% | +15.3% | 0.009% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,508 | $0.19M | 0.0% | N/A | 0.002% | |
2/13/2024 | Northern Capital Management Inc. | 87,709 | $6.61M | 5.9% | -1.8% | 0.063% | |
2/13/2024 | Edge Capital Group LLC | 18,517 | $1.40M | 0.1% | -3.5% | 0.013% | |
2/13/2024 | Holderness Investments Co. | 9,230 | $0.70M | 0.2% | +9.8% | 0.007% | |
2/13/2024 | Goldman Sachs Group Inc. | 165,934 | $12.50M | 0.0% | +3.6% | 0.120% | |
2/13/2024 | Beacon Bridge Wealth Partners LLC | 54,051 | $4.07M | 2.0% | -0.4% | 0.039% | |
2/13/2024 | Jones Financial Companies Lllp | 216,743 | $16.33M | 0.0% | +1.7% | 0.156% | |
2/13/2024 | SWS Partners | 22,363 | $1.68M | 0.5% | +6.4% | 0.016% | |
2/13/2024 | Summit Financial Strategies Inc. | 607,323 | $45.74M | 7.0% | +3.6% | 0.438% | |
2/13/2024 | Paulson Wealth Management Inc. | 19,401 | $1.46M | 0.5% | +14.1% | 0.014% | |
2/13/2024 | James J. Burns & Company LLC | 74,250 | $5.59M | 1.3% | -0.5% | 0.053% | |
2/12/2024 | Clear Rock Advisors LLC | 58,504 | $4.44M | 2.0% | N/A | 0.042% | |
2/12/2024 | Clear Investment Research LLC | 14,551 | $1.10M | 1.5% | +6.1% | 0.010% | |
2/12/2024 | Condor Capital Management | 15,796 | $1.19M | 0.1% | -1.6% | 0.011% | |
2/12/2024 | Strategic Financial Planning Inc. | 27,742 | $2.09M | 1.6% | +10.8% | 0.020% | |
2/12/2024 | Burkett Financial Services LLC | 31,829 | $2.40M | 1.3% | N/A | 0.023% | |
2/12/2024 | Bush Investment Group LLC | 125,353 | $9.35M | 8.6% | N/A | 0.090% | |
2/12/2024 | Goldstein Advisors LLC | 3,833 | $0.29M | 0.0% | +6.2% | 0.003% | |
2/12/2024 | Roundview Capital LLC | 41,926 | $3.16M | 0.3% | -4.5% | 0.030% | |
2/12/2024 | Focus Financial Network Inc. ADV | 170,868 | $12.87M | 0.5% | N/A | 0.123% | |
2/12/2024 | Stifel Financial Corp | 53,832 | $4.06M | 0.0% | -1.0% | 0.039% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 13,611 | $1.03M | 0.1% | +16.8% | 0.010% | |
2/12/2024 | CAP Partners LLC | 10,203 | $0.77M | 0.8% | N/A | 0.007% | |
2/12/2024 | Human Investing LLC | 2,936 | $0.22M | 0.0% | N/A | 0.002% | |
2/12/2024 | Sculati Wealth Management LLC | 71,422 | $5.38M | 2.5% | -1.3% | 0.051% | |
2/12/2024 | Madden Advisory Services Inc. | 47,191 | $3.55M | 2.0% | +1.0% | 0.034% | |
2/12/2024 | Mitchell Sinkler & Starr PA | 4,335 | $0.33M | 0.1% | N/A | 0.003% | |
2/12/2024 | Parallel Advisors LLC | 11,492 | $0.87M | 0.0% | +2.8% | 0.008% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 34,697 | $2.61M | 0.2% | N/A | 0.025% | |
2/12/2024 | Cape Investment Advisory Inc. | 70,463 | $5.31M | 2.6% | -1.3% | 0.051% | |
2/9/2024 | Brogan Financial Inc. | 5,970 | $0.45M | 0.3% | +32.6% | 0.004% | |
2/9/2024 | Congress Wealth Management LLC DE | 66,089 | $4.98M | 0.1% | -2.5% | 0.048% | |
2/9/2024 | Hoylecohen LLC | 67,398 | $5.08M | 0.4% | +11.7% | 0.049% | |
2/9/2024 | ProVise Management Group LLC | 259,651 | $19.56M | 1.7% | -8.4% | 0.187% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,988 | $0.67M | 0.0% | -53.8% | 0.006% | |
2/9/2024 | SageView Advisory Group LLC | 9,343 | $0.71M | 0.0% | -57.2% | 0.007% | |
2/9/2024 | Valley Forge Investment Consultants Inc. ADV | 72,005 | $5.42M | 2.4% | -24.3% | 0.052% | |
2/9/2024 | US Bancorp DE | 11,175 | $0.84M | 0.0% | -1.4% | 0.008% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 222,770 | $16.78M | 0.1% | -2.7% | 0.160% | |
2/9/2024 | Oak Harbor Wealth Partners LLC | 1,036 | $78K | 0.0% | +86.7% | 0.001% | |
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2/9/2024 | InterOcean Capital Group LLC | 15,913 | $1.20M | 0.0% | -0.8% | 0.011% | |
2/9/2024 | Assetmark Inc. | 1,546 | $0.12M | 0.0% | +557.9% | 0.001% | |
2/9/2024 | Milestone Investment Advisors LLC | 155,807 | $11.74M | 3.4% | -5.3% | 0.112% | |
2/9/2024 | Corient Private Wealth LLC | 231,075 | $17.41M | 0.0% | +2.4% | 0.166% | |
2/9/2024 | Sachetta LLC | 10,507 | $0.79M | 0.4% | N/A | 0.008% | |
2/9/2024 | Wells Fargo & Company MN | 188,409 | $14.19M | 0.0% | -22.5% | 0.136% | |
2/9/2024 | Thoroughbred Financial Services LLC | 12,953 | $0.98M | 0.1% | -8.5% | 0.009% | |
2/9/2024 | Coldstream Capital Management Inc. | 48,052 | $3.62M | 0.1% | -10.7% | 0.035% | |
2/9/2024 | Blankinship & Foster LLC | 21,005 | $1.58M | 0.5% | +289.1% | 0.015% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 81,078 | $6.11M | 1.6% | +6.6% | 0.058% | |