4/23/2024 | Raymond James Financial Services Advisors Inc. | 17,019 | $1.29M | 0.0% | -19.8% | 0.018% | |
4/22/2024 | Raymond James & Associates | 3,742,248 | $284.52M | 0.2% | +3.4% | 3.917% | |
4/19/2024 | GenTrust LLC | 1,019,168 | $77.49M | 4.8% | -17.4% | 1.067% | |
4/19/2024 | Willis Johnson & Associates Inc. | 497,255 | $37.81M | 3.3% | +3.5% | 0.521% | |
4/18/2024 | Miracle Mile Advisors LLC | 3,175 | $241K | 0.0% | -32.2% | 0.003% | |
4/18/2024 | MGO Private Wealth LLC | 81,216 | $6.18M | 3.9% | -14.0% | 0.085% | |
|
4/18/2024 | Oliver Luxxe Assets LLC | 33,715 | $2.56M | 0.5% | -0.8% | 0.035% | |
4/17/2024 | Atticus Wealth Management LLC | 4,384 | $333K | 0.1% | -13.8% | 0.005% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 21,408 | $1.63M | 0.0% | -21.3% | 0.022% | |
4/15/2024 | Atlas Capital Advisors LLC | 111,914 | $8.51M | 1.3% | +4.5% | 0.117% | |
4/15/2024 | Cooksen Wealth LLC | 28,244 | $2.15M | 2.2% | +3.4% | 0.030% | |
4/13/2024 | Evanson Asset Management LLC | 31,240 | $2.38M | 0.2% | +4.6% | 0.034% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 48,161 | $3.66M | 0.1% | -4.5% | 0.052% | |
4/11/2024 | Ballentine Partners LLC | 346,829 | $26.37M | 0.5% | +2.4% | 0.376% | |
4/11/2024 | Salem Investment Counselors Inc. | 6,210 | $472K | 0.0% | -8.7% | 0.007% | |
4/11/2024 | Executive Wealth Group LLC | 32,900 | $2.43M | 0.5% | +200.4% | 0.036% | |
4/11/2024 | Moller Wealth Partners | 102,233 | $7.77M | 2.1% | -1.5% | 0.111% | |
4/11/2024 | BTC Capital Management Inc. | 15,768 | $1.20M | 0.1% | N/A | 0.017% | |
4/10/2024 | Park Avenue Securities LLC | 9,627 | $732K | 0.0% | +10.3% | 0.010% | |
4/9/2024 | Montecito Bank & Trust | 15,971 | $1.21M | 0.2% | +12.9% | 0.017% | |
4/9/2024 | Mather Group LLC. | 4,500,523 | $324.17M | 5.0% | -0.4% | 4.875% | |
3/22/2024 | PNC Financial Services Group Inc. | 215,518 | $15.52M | 0.0% | -2.8% | 0.233% | |
3/22/2024 | Cooksen Wealth LLC | 27,319 | $1.97M | 2.2% | N/A | 0.030% | |
3/21/2024 | Addis & Hill Inc | 120,668 | $9.07M | 8.1% | N/A | 0.131% | |
3/21/2024 | Grayhawk Investment Strategies Inc. | 76,600 | $5.52M | 2.9% | -7.2% | 0.083% | |
3/20/2024 | Family Wealth Partners LLC | 29,050 | $2.09M | 1.6% | N/A | 0.031% | |
3/12/2024 | Executive Wealth Group LLC | 10,953 | $789K | 0.5% | +1.9% | 0.012% | |
3/1/2024 | Goldman Sachs Group Inc. | 298,100 | $21.47M | 0.0% | +59.8% | 0.323% | |
2/28/2024 | Bbjs Financial Advisors LLC | 162,830 | $11.73M | 4.1% | +0.3% | 0.176% | |
2/21/2024 | Garde Capital Inc. | 627,503 | $45.20M | 3.4% | -3.1% | 0.680% | |
2/14/2024 | Prudential PLC | 13,410 | $966K | 0.0% | +20.8% | 0.015% | |
2/13/2024 | Envestnet Asset Management Inc. | 3,712,231 | $267.39M | 0.1% | +2.9% | 4.021% | |
2/13/2024 | Karpus Management Inc. | 383,832 | $27.65M | 0.8% | -11.0% | 0.416% | |
2/13/2024 | Stephens Inc. AR | 31,837 | $2.29M | 0.0% | +3.3% | 0.034% | |
2/13/2024 | Holderness Investments Co. | 13,305 | $958K | 0.3% | N/A | 0.014% | |
2/13/2024 | Belpointe Asset Management LLC | 10,380 | $748K | 0.1% | +240.6% | 0.011% | |
2/13/2024 | Ratio Wealth Group | 85,473 | $6.16M | 1.3% | +50.8% | 0.093% | |
2/13/2024 | Rathbones Group PLC | 148,427 | $10.69M | 0.1% | +4.8% | 0.161% | |
2/12/2024 | Partners Capital Investment Group LLP | 34,103 | $2.46M | 0.1% | +136.1% | 0.037% | |
2/12/2024 | Brown Brothers Harriman & Co. | 915 | $66K | 0.0% | N/A | 0.001% | |
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2/12/2024 | Phillips Wealth Planners LLC | 16,511 | $1.17M | 1.4% | -6.5% | 0.018% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,254 | $306K | 0.0% | N/A | 0.005% | |
2/12/2024 | Stifel Financial Corp | 149,602 | $10.78M | 0.0% | +8.1% | 0.162% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 3,997 | $288K | 0.0% | +296.1% | 0.004% | |
2/12/2024 | Glassman Wealth Services | 939 | $68K | 0.0% | +18.9% | 0.001% | |
2/9/2024 | TBH Global Asset Management LLC | 77,704 | $5.60M | 1.1% | N/A | 0.084% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 108,699 | $7.83M | 0.0% | +15.3% | 0.118% | |
2/9/2024 | JPL Wealth Management LLC | 20,900 | $1.51M | 1.1% | N/A | 0.023% | |
2/9/2024 | Assetmark Inc. | 743,179 | $53.53M | 0.2% | +3.3% | 0.805% | |
2/9/2024 | Corient Private Wealth LLC | 37,802 | $2.72M | 0.0% | +13.9% | 0.041% | |
2/9/2024 | Wells Fargo & Company MN | 560,334 | $40.36M | 0.0% | -6.4% | 0.607% | |
2/9/2024 | Discipline Wealth Solutions LLC | 4,324 | $311K | 0.3% | N/A | 0.005% | |
2/9/2024 | UBS Group AG | 928,027 | $66.85M | 0.0% | +4.2% | 1.005% | |
2/9/2024 | PNC Financial Services Group Inc. | 215,518 | $15.52M | 0.0% | -2.8% | 0.233% | |
2/8/2024 | TrinityPoint Wealth LLC | 93,112 | $6.71M | 1.2% | +3.8% | 0.101% | |
2/8/2024 | Level Four Advisory Services LLC | 88,890 | $6.40M | 0.4% | +3.9% | 0.096% | |
2/8/2024 | Zeit Capital LLC | 95,184 | $6.86M | 5.9% | -0.3% | 0.103% | |
2/8/2024 | Meridian Wealth Management LLC | 44,160 | $3.18M | 0.2% | N/A | 0.048% | |
2/8/2024 | Haverford Trust Co | 1,018,310 | $73.35M | 0.8% | -0.3% | 1.103% | |
2/8/2024 | Efficient Advisors LLC | 488,447 | $35.18M | 2.4% | -9.0% | 0.529% | |
2/8/2024 | Ameraudi Asset Management Inc. | 283,824 | $20.44M | 9.0% | -2.1% | 0.307% | |
2/8/2024 | Janney Montgomery Scott LLC | 4,190,204 | $301.82M | 1.0% | -1.7% | 4.539% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,985 | $431K | 0.0% | +28.9% | 0.006% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 23,553 | $1.70M | 0.0% | +7.5% | 0.026% | |
2/7/2024 | AGF Management Ltd. | 154,194 | $11.11M | 0.1% | -1.5% | 0.167% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 28,364 | $2.04M | 0.1% | +16.3% | 0.031% | |
2/7/2024 | Access Investment Management LLC | 63,795 | $4.60M | 1.7% | N/A | 0.069% | |
2/7/2024 | Watershed Private Wealth LLC | 10,888 | $784K | 0.4% | +55.9% | 0.012% | |
2/7/2024 | Smithfield Trust Co | 616,598 | $44.38M | 2.5% | -0.1% | 0.668% | |
2/7/2024 | Wealthspire Advisors LLC | 12,000 | $864K | 0.0% | -4.4% | 0.013% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 4,733,875 | $340.98M | 0.1% | -17.8% | 5.128% | |
2/6/2024 | Apollon Wealth Management LLC | 12,244 | $882K | 0.0% | N/A | 0.013% | |
2/6/2024 | Lincoln National Corp | 1,194,174 | $86.02M | 1.5% | +2.2% | 1.294% | |
2/6/2024 | Private Advisor Group LLC | 22,763 | $1.64M | 0.0% | -2.9% | 0.025% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 1,165 | $84K | 0.1% | N/A | 0.001% | |
2/6/2024 | Spire Wealth Management | 3,231 | $230K | 0.0% | +10.9% | 0.003% | |
2/6/2024 | National Bank of Canada FI | 61,193 | $4.37M | 0.0% | -0.3% | 0.066% | |
2/6/2024 | One Charles Private Wealth Services LLC | 19,768 | $1.42M | 0.8% | -20.3% | 0.021% | |
2/6/2024 | 9258 Wealth Management LLC | 22,695 | $1.64M | 0.3% | +3.3% | 0.025% | |
2/6/2024 | First Horizon Advisors Inc. | 1,001 | $72K | 0.0% | +28.8% | 0.001% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 20,935 | $1.51M | 0.1% | +1.6% | 0.023% | |
2/5/2024 | Victory Capital Management Inc. | 1,231,046 | $88.67M | 0.1% | +3.6% | 1.333% | |
2/5/2024 | Brandywine Oak Private Wealth LLC | 17,661 | $1.27M | 0.1% | -8.9% | 0.019% | |
2/5/2024 | Alpha Cubed Investments LLC | 20,340 | $1.47M | 0.1% | -2.7% | 0.022% | |
2/5/2024 | Certuity LLC | 2,839 | $204K | 0.0% | N/A | 0.003% | |
2/5/2024 | Ledyard National Bank | 90,102 | $6.49M | 0.7% | +1.1% | 0.098% | |
2/5/2024 | Mather Group LLC. | 4,516,429 | $325.32M | 5.1% | +5.0% | 4.892% | |
2/5/2024 | MGO Private Wealth LLC | 94,401 | $6.80M | 4.7% | -0.4% | 0.102% | |
2/5/2024 | Stonebrook Private Inc. | 4,301 | $310K | 0.1% | N/A | 0.005% | |
2/5/2024 | Transcend Capital Advisors LLC | 72,571 | $5.23M | 0.5% | +1.2% | 0.079% | |
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2/2/2024 | Addison Advisors LLC | 27,629 | $1.99M | 0.8% | +2.6% | 0.030% | |
2/2/2024 | Truist Financial Corp | 2,240,146 | $161.36M | 0.3% | -1.1% | 2.427% | |
2/2/2024 | Evolution Advisers Inc. | 443 | $32K | 0.0% | N/A | 0.000% | |
2/2/2024 | Abbrea Capital LLC | 25,194 | $1.82M | 0.3% | -8.5% | 0.027% | |
2/2/2024 | Atria Wealth Solutions Inc. | 21,536 | $1.55M | 0.0% | +22.5% | 0.023% | |
2/1/2024 | 1900 Wealth Management LLC | 99,961 | $7.20M | 0.7% | +4.6% | 0.108% | |
2/1/2024 | Signaturefd LLC | 1,428 | $103K | 0.0% | -39.0% | 0.002% | |
2/1/2024 | Verdence Capital Advisors LLC | 7,257 | $523K | 0.1% | +5.7% | 0.008% | |
1/31/2024 | Grandfield & Dodd LLC | 10,570 | $761K | 0.1% | +3.9% | 0.011% | |
1/31/2024 | ZWJ Investment Counsel Inc. | 2,915 | $210K | 0.0% | N/A | 0.003% | |