3/6/2024 | SageView Advisory Group LLC | 13,487 | $0.35M | 0.0% | -33.1% | 0.021% | |
3/4/2024 | Vima LLC | 1,540 | $39K | 0.1% | N/A | 0.002% | |
3/1/2024 | Transcendent Capital Group LLC | 2,398 | $61K | 0.0% | N/A | 0.004% | |
2/16/2024 | SageView Advisory Group LLC | 13,487 | $0.35M | 0.0% | -33.1% | 0.021% | |
2/16/2024 | Aspect Partners LLC | 34,934 | $0.89M | 0.6% | N/A | 0.055% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 24,098 | $0.62M | 0.0% | -6.0% | 0.038% | |
|
2/15/2024 | Townsquare Capital LLC | 19,003 | $0.49M | 0.0% | -15.6% | 0.030% | |
2/15/2024 | Cape Cod Five Cents Savings Bank | 134,527 | $3.44M | 0.3% | -49.8% | 0.213% | |
2/15/2024 | Nwam LLC | 10,723 | $0.27M | 0.0% | +22.2% | 0.017% | |
2/14/2024 | Royal Bank of Canada | 177,246 | $4.53M | 0.0% | -25.2% | 0.280% | |
2/14/2024 | Continuum Advisory LLC | 54,224 | $1.39M | 0.2% | -1.4% | 0.086% | |
2/14/2024 | Pathstone Holdings LLC | 15,974 | $0.41M | 0.0% | N/A | 0.025% | |
2/14/2024 | Kestra Advisory Services LLC | 37,023 | $0.95M | 0.0% | +16.4% | 0.058% | |
2/14/2024 | Creative Planning | 25,619 | $0.66M | 0.0% | -46.7% | 0.040% | |
2/14/2024 | Jacobi Capital Management LLC | 18,963 | $0.49M | 0.0% | +8.4% | 0.030% | |
2/14/2024 | Northwest Wealth Management LLC | 21,017 | $0.54M | 0.2% | -5.3% | 0.033% | |
2/14/2024 | Mosley Wealth Management | 350,035 | $8.95M | 8.8% | N/A | 0.553% | |
2/14/2024 | Traction Financial Partners LLC | 77,480 | $1.98M | 1.3% | N/A | 0.122% | |
2/14/2024 | CFS Investment Advisory Services LLC | 37,953 | $0.97M | 0.2% | +3.6% | 0.060% | |
2/13/2024 | Envestnet Asset Management Inc. | 483,825 | $12.37M | 0.0% | -11.9% | 0.764% | |
2/13/2024 | Northern Trust Corp | 47,319 | $1.21M | 0.0% | N/A | 0.075% | |
2/13/2024 | Cetera Advisor Networks LLC | 47,506 | $1.22M | 0.0% | +3.2% | 0.075% | |
2/13/2024 | Goldman Sachs Group Inc. | 291,556 | $7.46M | 0.0% | +327.5% | 0.461% | |
2/13/2024 | Peapack Gladstone Financial Corp | 16,542 | $0.42M | 0.0% | -24.6% | 0.026% | |
2/12/2024 | Stifel Financial Corp | 11,472 | $0.29M | 0.0% | -7.5% | 0.018% | |
2/9/2024 | SageView Advisory Group LLC | 13,487 | $0.35M | 0.0% | -33.1% | 0.021% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 81,030 | $2.07M | 0.0% | -10.9% | 0.128% | |
2/9/2024 | Tidemark LLC | 4,385 | $0.11M | 0.1% | N/A | 0.007% | |
2/9/2024 | Keystone Financial Group | 86,676 | $2.22M | 0.4% | -1.9% | 0.137% | |
2/9/2024 | Wells Fargo & Company MN | 326,227 | $8.34M | 0.0% | +4.8% | 0.515% | |
2/9/2024 | UBS Group AG | 174,883 | $4.47M | 0.0% | +8.3% | 0.276% | |
2/8/2024 | Level Four Advisory Services LLC | 36,229 | $0.93M | 0.1% | +13.3% | 0.057% | |
2/8/2024 | SigFig Wealth Management LLC | 93,582 | $2.38M | 0.1% | -6.4% | 0.148% | |
2/8/2024 | Integrity Wealth Solutions LLC | 166,326 | $4.25M | 2.9% | N/A | 0.263% | |
2/8/2024 | Efficient Advisors LLC | 15,447 | $0.40M | 0.0% | -8.7% | 0.024% | |
2/8/2024 | Wealthcare Capital Management LLC | 49,592 | $1.27M | 0.1% | N/A | 0.078% | |
2/8/2024 | Foundations Investment Advisors LLC | 336,113 | $8.70M | 0.2% | -9.7% | 0.531% | |
2/8/2024 | Janney Montgomery Scott LLC | 262,796 | $6.72M | 0.0% | -4.1% | 0.415% | |
2/8/2024 | Vise Technologies Inc. | 31,892 | $0.82M | 0.2% | -4.4% | 0.050% | |
2/8/2024 | JNBA Financial Advisors | 17,807 | $0.46M | 0.1% | +43.4% | 0.028% | |
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2/7/2024 | Private Portfolio Partners LLC | 8,844 | $0.23M | 0.1% | -17.7% | 0.014% | |
2/7/2024 | Strategic Advocates LLC | 12,721 | $0.33M | 0.1% | -34.0% | 0.020% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 184,327 | $4.71M | 2.6% | -1.6% | 0.291% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 47,960 | $1.23M | 0.1% | -2.2% | 0.076% | |
2/7/2024 | Principal Securities Inc. | 2,855 | $73K | 0.0% | N/A | 0.005% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 369,801 | $9.46M | 4.9% | +142.7% | 0.584% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 3,669,268 | $93.82M | 0.1% | -3.9% | 5.797% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 394,874 | $10.10M | 0.0% | -15.3% | 0.624% | |
2/6/2024 | Lincoln National Corp | 8,091,521 | $206.90M | 3.6% | +3.3% | 12.783% | |
2/6/2024 | Private Advisor Group LLC | 132,414 | $3.39M | 0.0% | +10.0% | 0.209% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 98,391 | $2.52M | 0.1% | +354.0% | 0.155% | |
2/6/2024 | Sheets Smith Wealth Management | 22,968 | $0.59M | 0.1% | N/A | 0.036% | |
2/6/2024 | Solutions 4 Wealth Ltd | 13,540 | $0.35M | 1.1% | N/A | 0.021% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 46,768 | $1.20M | 0.3% | N/A | 0.074% | |
2/6/2024 | Great Valley Advisor Group Inc. | 919,461 | $23.51M | 0.8% | +3,228.8% | 1.453% | |
2/6/2024 | Prosperity Planning Inc. | 7,882 | $0.20M | 0.1% | N/A | 0.012% | |
2/5/2024 | Savant Capital LLC | 17,309 | $0.44M | 0.0% | -6.5% | 0.027% | |
2/5/2024 | McAdam LLC | 27,575 | $0.71M | 0.1% | -42.9% | 0.044% | |
2/2/2024 | Fulton Breakefield Broenniman LLC | 25,414 | $0.65M | 0.1% | +31.7% | 0.040% | |
2/2/2024 | Truist Financial Corp | 157,176 | $4.02M | 0.0% | -12.2% | 0.248% | |
2/2/2024 | BIP Wealth LLC | 49,859 | $1.28M | 0.1% | -8.8% | 0.079% | |
2/2/2024 | Atria Wealth Solutions Inc. | 8,397 | $0.22M | 0.0% | -76.1% | 0.013% | |
2/1/2024 | Larson Financial Group LLC | 19,884 | $0.51M | 0.0% | -4.1% | 0.031% | |
2/1/2024 | Treasure Coast Financial Planning | 223,085 | $5.70M | 4.0% | -18.2% | 0.352% | |
2/1/2024 | CWM LLC | 59,308 | $1.52M | 0.0% | -34.0% | 0.094% | |
1/31/2024 | Resonant Capital Advisors LLC | 36,383 | $0.93M | 0.1% | +12.0% | 0.057% | |
1/30/2024 | Allen Capital Group LLC | 88,871 | $2.27M | 0.4% | +2.3% | 0.140% | |
1/30/2024 | Capital Analysts LLC | 9,175 | $0.24M | 0.0% | -26.2% | 0.014% | |
1/29/2024 | Horst & Graben Wealth Management LLC | 11,454 | $0.29M | 0.1% | N/A | 0.018% | |
1/29/2024 | ORG Partners LLC | 1,718 | $44K | 0.0% | +117.5% | 0.003% | |
1/26/2024 | Cerity Partners LLC | 1,106,507 | $28.29M | 0.0% | +47.6% | 1.748% | |
1/26/2024 | Priebe Wealth Holdings LLC | 41,243 | $1.06M | 0.9% | N/A | 0.065% | |
1/26/2024 | Geneos Wealth Management Inc. | 63,332 | $1.62M | 0.1% | -17.9% | 0.100% | |
1/25/2024 | International Assets Investment Management LLC | 24,037 | $0.62M | 0.0% | N/A | 0.038% | |
1/25/2024 | Phillips Financial Management LLC | 179,191 | $4.58M | 0.4% | +0.3% | 0.283% | |
1/25/2024 | SeaBridge Investment Advisors LLC | 104,279 | $2.67M | 0.8% | +100.0% | 0.165% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,451 | $0.32M | 0.0% | N/A | 0.020% | |
1/24/2024 | Detalus Advisors LLC | 39,750 | $1.02M | 0.4% | +2.7% | 0.063% | |
1/24/2024 | Allworth Financial LP | 6,075 | $0.16M | 0.0% | -18.1% | 0.010% | |
1/24/2024 | Auour Investments LLC | 22,019 | $0.56M | 0.2% | +9.7% | 0.035% | |
1/24/2024 | International Assets Investment Management LLC | 24,037 | $0.62M | 0.0% | N/A | 0.038% | |
1/24/2024 | Tempus Wealth Planning LLC | 57,320 | $1.47M | 0.6% | +192.1% | 0.091% | |
1/23/2024 | Insight Advisors LLC PA | 112,077 | $2.87M | 0.6% | +0.5% | 0.177% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 5,226 | $0.13M | 0.0% | +9.0% | 0.008% | |
1/23/2024 | Cordant Inc. | 9,765 | $0.25M | 0.2% | -10.4% | 0.015% | |
1/23/2024 | TIAA Trust National Association | 300,604 | $7.69M | 0.0% | -10.6% | 0.475% | |
1/22/2024 | Drive Wealth Management LLC | 19,070 | $0.49M | 0.2% | -33.2% | 0.030% | |
1/19/2024 | PFG Advisors | 31,065 | $0.79M | 0.1% | +100.1% | 0.049% | |
1/19/2024 | Benchmark Wealth Management LLC | 12,347 | $0.32M | 0.2% | +4.4% | 0.020% | |
1/19/2024 | Flagstar Advisors Inc. | 110,905 | $2.84M | 0.9% | +12.7% | 0.175% | |
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1/19/2024 | ERn Financial LLC | 183,943 | $4.71M | 0.9% | +6.6% | 0.291% | |
1/18/2024 | Winch Advisory Services LLC | 12,842 | $0.33M | 0.1% | -10.6% | 0.020% | |
1/18/2024 | Global Retirement Partners LLC | 27,008 | $0.69M | 0.0% | -18.2% | 0.043% | |
1/18/2024 | Navalign LLC | 104,177 | $2.66M | 0.9% | +359.5% | 0.165% | |
1/18/2024 | Accel Wealth Management | 16,666 | $0.43M | 0.2% | -18.3% | 0.026% | |
1/18/2024 | Wooster Corthell Wealth Management Inc. | 264,475 | $6.76M | 1.6% | +61.7% | 0.418% | |
1/18/2024 | Good Life Advisors LLC | 20,500 | $0.52M | 0.1% | -27.5% | 0.032% | |
1/18/2024 | Hobart Private Capital LLC | 27,637 | $0.71M | 0.2% | -51.6% | 0.044% | |
1/18/2024 | Altfest L J & Co. Inc. | 210,156 | $5.37M | 0.8% | +1,354.0% | 0.332% | |
1/17/2024 | IFG Advisory LLC | 137,422 | $3.51M | 0.3% | +0.4% | 0.217% | |