5/24/2024 | Cetera Advisors LLC | 5,907 | $453K | 0.0% | N/A | 0.046% | |
5/24/2024 | Cetera Investment Advisers | 87,844 | $6.73M | 0.0% | +68.6% | 0.686% | |
5/21/2024 | Nepc LLC | 1,759,073 | $134.78M | 4.6% | +66.7% | 13.743% | |
5/17/2024 | Semmax Financial Advisors Inc. | 16,289 | $1.23M | 0.4% | +7.1% | 0.127% | |
5/16/2024 | Jane Street Group LLC | 63,185 | $4.84M | 0.0% | +225.5% | 0.494% | |
5/14/2024 | Axxcess Wealth Management LLC | 688,971 | $52.79M | 1.4% | +2.8% | 5.383% | |
|
5/14/2024 | Sax Wealth Advisors LLC | 6,519 | $499K | 0.1% | -2.1% | 0.051% | |
5/8/2024 | Winthrop Capital Management LLC | 1,799 | $138K | 0.1% | -41.4% | 0.014% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 95,975 | $7.35M | 0.0% | -54.1% | 0.750% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 127,200 | $9.75M | 2.2% | +30.9% | 0.994% | |
5/4/2024 | Richardson Financial Services Inc. | 1,491 | $114K | 0.1% | N/A | 0.012% | |
5/2/2024 | BNP Paribas | 8,386 | $643K | 0.0% | N/A | 0.066% | |
4/30/2024 | Private Advisor Group LLC | 15,809 | $1.21M | 0.0% | -7.8% | 0.124% | |
4/30/2024 | Perigon Wealth Management LLC | 23,282 | $1.78M | 0.1% | +3.6% | 0.182% | |
4/29/2024 | RWA Wealth Partners LLC | 66,195 | $5.07M | 0.1% | -12.2% | 0.517% | |
4/24/2024 | GDS Wealth Management | 218,223 | $16.72M | 2.0% | -39.6% | 1.705% | |
4/23/2024 | Bfsg LLC | 26,207 | $2.01M | 0.3% | +12.8% | 0.205% | |
4/22/2024 | Bay Harbor Wealth Management LLC | 401 | $31K | 0.0% | N/A | 0.003% | |
4/22/2024 | Altfest L J & Co. Inc. | 4,633 | $355K | 0.1% | +8.3% | 0.036% | |
4/19/2024 | Kovack Advisors Inc. | 3,918 | $300K | 0.0% | -24.2% | 0.031% | |
4/19/2024 | Redmont Wealth Advisors LLC | 745 | $57K | 0.1% | N/A | 0.006% | |
4/16/2024 | OneAscent Wealth Management LLC | 4,254 | $326K | 0.1% | -4.6% | 0.033% | |
4/16/2024 | Capital Asset Advisory Services LLC | 692,307 | $52.32M | 3.0% | +3.0% | 5.409% | |
4/11/2024 | RFG Advisory LLC | 7,626 | $584K | 0.0% | N/A | 0.060% | |
4/10/2024 | Wedmont Private Capital | 647,449 | $49.12M | 3.6% | +7.9% | 5.058% | |
2/20/2024 | Nepc LLC | 1,055,435 | $81.79M | 4.5% | N/A | 9.013% | |
2/13/2024 | Lake Street Advisors Group LLC | 19,076 | $1.48M | 0.1% | N/A | 0.163% | |
2/13/2024 | Pinnacle Financial Group LLC IL | 4,835 | $375K | 0.2% | N/A | 0.041% | |
2/9/2024 | King Luther Capital Management Corp | 94,161 | $7.30M | 0.0% | +1.7% | 0.804% | |
2/9/2024 | Corient Private Wealth LLC | 59,995 | $4.65M | 0.0% | +0.7% | 0.512% | |
2/9/2024 | UBS Group AG | 115,087 | $8.92M | 0.0% | +61.7% | 0.983% | |
2/8/2024 | Independent Advisor Alliance | 26,688 | $2.00M | 0.1% | +100.0% | 0.228% | |
2/8/2024 | Financial Advocates Investment Management | 168,586 | $13.06M | 0.8% | +850.5% | 1.440% | |
2/7/2024 | Checchi Capital Advisers LLC | 2,830 | $219K | 0.0% | N/A | 0.024% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 209,305 | $16.22M | 0.1% | +1.6% | 1.787% | |
2/7/2024 | GDS Wealth Management | 361,018 | $27.98M | 3.8% | +6.8% | 3.083% | |
2/6/2024 | Private Advisor Group LLC | 17,146 | $1.33M | 0.0% | -4.8% | 0.146% | |
2/6/2024 | Axxcess Wealth Management LLC | 669,999 | $51.92M | 1.5% | -1.7% | 5.722% | |
2/5/2024 | Kestra Private Wealth Services LLC | 24,175 | $1.87M | 0.0% | +1.2% | 0.206% | |
2/5/2024 | Mather Group LLC. | 4,520 | $350K | 0.0% | +26.9% | 0.039% | |
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2/2/2024 | Truist Financial Corp | 4,646 | $360K | 0.0% | N/A | 0.040% | |
2/2/2024 | Kovack Advisors Inc. | 5,168 | $400K | 0.0% | -13.3% | 0.044% | |
2/2/2024 | Atria Wealth Solutions Inc. | 41,254 | $3.20M | 0.0% | +2.3% | 0.352% | |
2/2/2024 | Sensible Financial Planning & Management LLC. | 97,150 | $7.53M | 1.8% | +12.9% | 0.830% | |
2/2/2024 | Bfsg LLC | 23,224 | $1.80M | 0.3% | +1.8% | 0.198% | |
2/1/2024 | RWA Wealth Partners LLC | 75,359 | $5.84M | 0.1% | -69.8% | 0.644% | |
1/31/2024 | Dupree Financial Group LLC | 2,723 | $211K | 0.1% | N/A | 0.023% | |
1/31/2024 | Archer Investment Corp | 1,791 | $139K | 0.0% | -63.7% | 0.015% | |
1/29/2024 | Perigon Wealth Management LLC | 22,479 | $1.74M | 0.1% | +3.3% | 0.192% | |
1/25/2024 | International Assets Investment Management LLC | 31,771 | $2.46M | 0.0% | +3,045.6% | 0.271% | |
1/25/2024 | Bristlecone Advisors LLC | 4,558 | $353K | 0.0% | -4.9% | 0.039% | |
1/24/2024 | International Assets Investment Management LLC | 31,771 | $2.46M | 0.0% | +3,045.6% | 0.271% | |
1/19/2024 | Sharkey Howes & Javer | 13,126 | $1.02M | 0.2% | +57.6% | 0.112% | |
1/18/2024 | Planned Solutions Inc. | 1,478 | $115K | 0.1% | N/A | 0.013% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 11,203 | $868K | 0.0% | -3.7% | 0.096% | |
1/12/2024 | Mutual Advisors LLC | 5,928 | $459K | 0.0% | -3.4% | 0.051% | |
1/9/2024 | Capital Asset Advisory Services LLC | 672,054 | $52.08M | 3.2% | -2.1% | 5.739% | |
1/9/2024 | Wedmont Private Capital | 600,043 | $46.11M | 3.8% | +23.3% | 5.124% | |
11/21/2023 | Comerica Bank | 195,911 | $14.19M | 0.1% | N/A | 1.652% | |
11/15/2023 | Axxcess Wealth Management LLC | 681,268 | $49.36M | 1.7% | N/A | 5.744% | |
11/13/2023 | Stifel Financial Corp | 36,442 | $2.64M | 0.0% | +9.8% | 0.307% | |
11/13/2023 | Mariner LLC | 6,085 | $441K | 0.0% | -9.8% | 0.051% | |
11/13/2023 | Envestnet Asset Management Inc. | 244,153 | $17.69M | 0.0% | -51.0% | 2.059% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 206,016 | $14.93M | 0.1% | N/A | 1.737% | |
11/13/2023 | Kestra Advisory Services LLC | 3,250 | $235K | 0.0% | N/A | 0.027% | |
11/9/2023 | Fiera Capital Corp | 5,556 | $403K | 0.0% | +6.1% | 0.047% | |
11/9/2023 | UBS Group AG | 71,173 | $5.16M | 0.0% | +26.1% | 0.600% | |
11/8/2023 | Fort Point Capital Partners LLC | 16,530 | $1.20M | 0.2% | +347.6% | 0.139% | |
11/8/2023 | Atria Wealth Solutions Inc. | 40,325 | $2.92M | 0.0% | -3.8% | 0.340% | |
11/8/2023 | Kestra Private Wealth Services LLC | 23,887 | $1.73M | 0.1% | +1.6% | 0.201% | |
11/7/2023 | Sax Wealth Advisors LLC | 6,712 | $486K | 0.1% | -7.8% | 0.057% | |
11/4/2023 | NBC Securities Inc. | 474 | $34K | 0.0% | N/A | 0.004% | |
11/3/2023 | Private Advisor Group LLC | 18,019 | $1.31M | 0.0% | -12.5% | 0.152% | |
10/31/2023 | Allworth Financial LP | 469 | $34K | 0.0% | N/A | 0.004% | |
10/31/2023 | Sharkey Howes & Javer | 8,329 | $603K | 0.1% | N/A | 0.070% | |
10/30/2023 | Perigon Wealth Management LLC | 21,753 | $1.58M | 0.1% | +1.9% | 0.183% | |
10/27/2023 | Financial Advocates Investment Management | 17,736 | $1.29M | 0.1% | N/A | 0.150% | |
10/27/2023 | Sensible Financial Planning & Management LLC. | 86,073 | $6.24M | 1.6% | +24.4% | 0.726% | |
10/25/2023 | WealthShield Partners LLC | 24,812 | $1.80M | 0.3% | N/A | 0.209% | |
10/24/2023 | Independent Advisor Alliance | 13,344 | $967K | 0.0% | +2.7% | 0.113% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 11,634 | $843K | 0.0% | +25.3% | 0.098% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,481 | $687K | 0.0% | +11.6% | 0.080% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,710 | $269K | 0.0% | -8.3% | 0.031% | |
10/20/2023 | Bfsg LLC | 22,808 | $1.65M | 0.3% | +429.8% | 0.192% | |
10/19/2023 | GDS Wealth Management | 338,137 | $24.50M | 3.9% | +11.2% | 2.851% | |
10/18/2023 | Pinnacle Bancorp Inc. | 7,585 | $550K | 0.2% | +5.6% | 0.064% | |
10/18/2023 | Capital Asset Advisory Services LLC | 686,347 | $49.63M | 3.4% | +4.1% | 5.787% | |
10/16/2023 | Investment Advisory Group LLC | 3,820 | $277K | 0.1% | +7.9% | 0.032% | |
10/13/2023 | OneAscent Wealth Management LLC | 4,458 | $323K | 0.1% | +4.8% | 0.038% | |
10/11/2023 | AE Wealth Management LLC | 8,823 | $639K | 0.0% | -8.3% | 0.074% | |
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10/11/2023 | Adviser Investments LLC | 249,674 | $18.09M | 0.4% | -93.8% | 2.105% | |
10/10/2023 | National Bank of Canada FI | 9,529 | $682K | 0.0% | +8.9% | 0.080% | |
10/10/2023 | Wedmont Private Capital | 486,823 | $35.06M | 3.5% | +16.3% | 4.105% | |
10/4/2023 | International Assets Investment Management LLC | 1,010 | $69K | 0.0% | N/A | 0.009% | |
8/14/2023 | Fort Point Capital Partners LLC | 3,693 | $279K | 0.0% | +4.3% | 0.025% | |
8/14/2023 | MML Investors Services LLC | 301,349 | $22.80M | 0.1% | +74.9% | 2.000% | |
8/14/2023 | Graves Light Lenhart Wealth Inc. | 29,775 | $2.25M | 0.3% | +0.9% | 0.198% | |
8/11/2023 | Sax Wealth Advisors LLC | 7,276 | $550K | 0.1% | -11.3% | 0.048% | |
8/10/2023 | King Luther Capital Management Corp | 92,107 | $6.97M | 0.0% | +7.7% | 0.611% | |
8/10/2023 | Private Advisor Group LLC | 20,596 | $1.56M | 0.0% | -36.3% | 0.137% | |