5/24/2024 | Cetera Investment Advisers | 92,025 | $4.32M | 0.0% | +1,493.2% | 1.219% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 34,704 | $1.63M | 0.0% | -1.6% | 0.460% | |
5/4/2024 | PrairieView Partners LLC | 9,085 | $426K | 0.0% | -10.3% | 0.120% | |
5/4/2024 | Gould Asset Management LLC CA | 6,350 | $298K | 0.1% | N/A | 0.084% | |
5/4/2024 | Richardson Financial Services Inc. | 763 | $36K | 0.0% | N/A | 0.010% | |
5/2/2024 | Better Money Decisions LLC | 14,974 | $702K | 0.6% | -4.2% | 0.198% | |
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4/30/2024 | Private Wealth Management Group LLC | 23,689 | $1.11M | 0.5% | +4.7% | 0.314% | |
4/26/2024 | Robinson Smith Wealth Advisors LLC | 33,188 | $1.56M | 1.5% | +4.4% | 0.440% | |
4/23/2024 | Morton Brown Family Wealth LLC | 2,119 | $99K | 0.0% | +30.3% | 0.028% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 25,881 | $1.21M | 0.0% | -5.6% | 0.343% | |
4/22/2024 | PFG Investments LLC | 7,836 | $367K | 0.0% | N/A | 0.104% | |
4/22/2024 | Laurel Wealth Planning LLC | 55,267 | $2.59M | 1.7% | +4.5% | 0.732% | |
4/18/2024 | Omega Financial Group LLC | 15,908 | $746K | 0.3% | +9.7% | 0.212% | |
4/18/2024 | Francis Financial Inc. | 291,536 | $13.67M | 4.4% | +40.3% | 3.887% | |
4/15/2024 | Elevated Capital Advisors LLC | 4,818 | $226K | 0.1% | N/A | 0.064% | |
4/10/2024 | Aprio Wealth Management LLC | 12,186 | $571K | 0.1% | +4.0% | 0.162% | |
2/16/2024 | Clarity Asset Management Inc. | 3,643 | $172K | 0.1% | N/A | 0.051% | |
2/12/2024 | Robinson Smith Wealth Advisors LLC | 31,798 | $1.50M | 1.5% | N/A | 0.442% | |
2/9/2024 | Advisory Services Network LLC | 20,961 | $990K | 0.0% | -15.7% | 0.291% | |
2/9/2024 | Franklin Resources Inc. | 17,320 | $818K | 0.0% | +1.3% | 0.241% | |
2/9/2024 | Assetmark Inc. | 38,989 | $1.84M | 0.0% | +35.7% | 0.542% | |
2/9/2024 | Sachetta LLC | 1,940 | $92K | 0.0% | N/A | 0.027% | |
2/8/2024 | Private Wealth Management Group LLC | 22,618 | $1.07M | 0.5% | N/A | 0.314% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,203 | $246K | 0.0% | N/A | 0.072% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 35,260 | $1.67M | 0.0% | -4.6% | 0.490% | |
2/7/2024 | Berger Financial Group Inc | 17,320 | $818K | 0.1% | -29.7% | 0.241% | |
2/7/2024 | Principal Securities Inc. | 3,027 | $143K | 0.0% | N/A | 0.042% | |
2/6/2024 | Johnson Financial Group LLC | 12,177 | $575K | 0.1% | +15.7% | 0.169% | |
2/5/2024 | Kestra Private Wealth Services LLC | 7,378 | $348K | 0.0% | +5.5% | 0.102% | |
2/5/2024 | Brio Consultants LLC | 12,177 | $575K | 0.1% | +24.0% | 0.169% | |
2/2/2024 | Bank Julius Baer & Co. Ltd Zurich | 58,200 | $2.75M | 0.0% | -1.2% | 0.808% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,614 | $596K | 0.0% | -2.9% | 0.175% | |
2/1/2024 | CWM LLC | 3,003 | $142K | 0.0% | -51.9% | 0.042% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 4,340 | $205K | 0.0% | N/A | 0.060% | |
1/30/2024 | Vontobel Holding Ltd. | 15,905 | $751K | 0.0% | +3.3% | 0.221% | |
1/26/2024 | PrairieView Partners LLC | 10,132 | $479K | 0.1% | -8.0% | 0.142% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 22,079 | $1.04M | 0.2% | +6.8% | 0.309% | |
1/23/2024 | Better Money Decisions LLC | 15,633 | $738K | 0.6% | -7.3% | 0.219% | |
1/18/2024 | Francis Financial Inc. | 207,858 | $9.82M | 4.2% | +24.5% | 2.907% | |
1/18/2024 | Shotwell Rutter Baer Inc | 13,326 | $629K | 0.6% | N/A | 0.186% | |
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1/17/2024 | Aprio Wealth Management LLC | 11,713 | $553K | 0.1% | +4.2% | 0.164% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 27,406 | $1.29M | 0.0% | -15.7% | 0.383% | |
1/12/2024 | Cardinal Point Capital Management ULC | 10,394 | $491K | 0.1% | -22.9% | 0.146% | |
1/11/2024 | Stewardship Advisors LLC | 100,098 | $4.73M | 1.7% | -9.4% | 1.410% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 16,750 | $784K | 0.0% | -11.5% | 0.236% | |
1/11/2024 | Omega Financial Group LLC | 14,501 | $685K | 0.3% | -6.2% | 0.204% | |
1/11/2024 | Falcon Wealth Planning | 8,465 | $400K | 0.1% | -14.5% | 0.119% | |
11/30/2023 | Modera Wealth Management LLC | 189,717 | $8.56M | 0.1% | N/A | 2.672% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 206,605 | $9.32M | 0.0% | +47.0% | 2.910% | |
11/15/2023 | Lido Advisors LLC | 15,368 | $694K | 0.0% | +86.7% | 0.216% | |
11/13/2023 | Retirement Capital Strategies | 12,799 | $578K | 0.3% | N/A | 0.180% | |
11/13/2023 | Envestnet Asset Management Inc. | 319,191 | $14.41M | 0.0% | +8.9% | 4.496% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 36,960 | $1.67M | 0.0% | N/A | 0.521% | |
11/13/2023 | Kestra Advisory Services LLC | 7,398 | $334K | 0.0% | +13.6% | 0.104% | |
11/13/2023 | Bank Julius Baer & Co. Ltd Zurich | 58,915 | $2.66M | 0.0% | +3.1% | 0.830% | |
11/9/2023 | Betterment LLC | 974,909 | $44.00M | 0.1% | +3.4% | 13.731% | |
11/9/2023 | UBS Group AG | 52,213 | $2.36M | 0.0% | -6.0% | 0.735% | |
11/8/2023 | HighTower Advisors LLC | 35,940 | $1.62M | 0.0% | +146.9% | 0.506% | |
11/8/2023 | Better Money Decisions LLC | 16,855 | $761K | 0.7% | -1.8% | 0.237% | |
11/8/2023 | Atria Wealth Solutions Inc. | 12,993 | $586K | 0.0% | -21.7% | 0.183% | |
11/8/2023 | KilterHowling LLC | 5,056 | $228K | 0.2% | -6.5% | 0.071% | |
11/8/2023 | Kestra Private Wealth Services LLC | 6,993 | $316K | 0.0% | +23.1% | 0.098% | |
11/6/2023 | Empower Advisory Group LLC | 961,142 | $43.38M | 0.2% | +1.7% | 13.537% | |
11/3/2023 | Berger Financial Group Inc | 24,638 | $1.11M | 0.1% | -22.6% | 0.347% | |
11/1/2023 | Wealthfront Advisers LLC | 13,853 | $625K | 0.0% | +1.8% | 0.195% | |
10/27/2023 | Assetmark Inc. | 28,734 | $1.30M | 0.0% | +18.2% | 0.405% | |
10/27/2023 | Brio Consultants LLC | 9,818 | $443K | 0.1% | +11.9% | 0.138% | |
10/25/2023 | Francis Financial Inc. | 166,946 | $7.53M | 3.9% | -14.0% | 2.351% | |
10/24/2023 | Bank of New York Mellon Corp | 75,016 | $3.39M | 0.0% | N/A | 1.057% | |
10/23/2023 | Sheets Smith Wealth Management | 2,027 | $91K | 0.0% | N/A | 0.029% | |
10/23/2023 | Commonwealth Equity Services LLC | 27,690 | $1.25M | 0.0% | +5.5% | 0.390% | |
10/23/2023 | PrairieView Partners LLC | 11,014 | $497K | 0.1% | +2.4% | 0.155% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 20,679 | $933K | 0.2% | +8.4% | 0.291% | |
10/13/2023 | Cliftonlarsonallen Wealth Advisors LLC | 17,997 | $812K | 0.0% | +4.1% | 0.257% | |
10/11/2023 | Stewardship Advisors LLC | 110,524 | $4.99M | 1.9% | +3.0% | 1.579% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 18,927 | $854K | 0.0% | +2.6% | 0.270% | |
10/11/2023 | Vontobel Holding Ltd. | 15,403 | $695K | 0.0% | +3.3% | 0.220% | |
10/11/2023 | Omega Financial Group LLC | 15,463 | $698K | 0.3% | -5.3% | 0.221% | |
10/10/2023 | Aprio Wealth Management LLC | 11,243 | $507K | 0.1% | +4.5% | 0.161% | |
10/5/2023 | Falcon Wealth Planning | 9,905 | $447K | 0.1% | +10.9% | 0.142% | |
8/11/2023 | Hsbc Holdings PLC | 77,900 | $3.62M | 0.0% | -2.0% | 1.121% | |
8/10/2023 | WFA of San Diego LLC | 1,112 | $52K | 0.1% | N/A | 0.016% | |
8/10/2023 | Berger Financial Group Inc | 31,813 | $1.48M | 0.2% | -17.0% | 0.458% | |
8/10/2023 | Cardinal Point Capital Management ULC | 13,479 | $627K | 0.2% | -49.6% | 0.194% | |
8/10/2023 | Financial Architects Inc | 14,753 | $687K | 0.1% | -6.3% | 0.212% | |
8/10/2023 | Cetera Investment Advisers | 10,525 | $490K | 0.0% | N/A | 0.151% | |
8/9/2023 | Better Money Decisions LLC | 17,162 | $799K | 0.7% | +29.6% | 0.247% | |
8/9/2023 | Flow Traders U.S. LLC | 11,572 | $539K | 0.0% | -30.1% | 0.167% | |
8/9/2023 | Lido Advisors LLC | 8,231 | $383K | 0.0% | +62.0% | 0.118% | |
8/8/2023 | Archer Investment Corp | 1,078 | $50K | 0.0% | N/A | 0.016% | |
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8/8/2023 | Kestra Private Wealth Services LLC | 5,679 | $264K | 0.0% | N/A | 0.082% | |
8/8/2023 | Blue Barn Wealth LLC | 16,721 | $778K | 0.5% | -1.6% | 0.241% | |
8/4/2023 | Envestnet Asset Management Inc. | 293,207 | $13.65M | 0.0% | +127.4% | 4.219% | |
8/4/2023 | PrairieView Partners LLC | 10,752 | $500K | 0.1% | +5.2% | 0.155% | |
8/3/2023 | Atria Wealth Solutions Inc. | 16,596 | $772K | 0.0% | N/A | 0.239% | |
8/3/2023 | PFG Investments LLC | 7,407 | $345K | 0.1% | +6.5% | 0.107% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 18,439 | $858K | 0.0% | +23.6% | 0.265% | |
8/3/2023 | Tanager Wealth Management LLP | 10,595 | $493K | 0.1% | +4.7% | 0.152% | |
7/31/2023 | LPL Financial LLC | 69,072 | $3.21M | 0.0% | -3.3% | 0.994% | |
7/27/2023 | Francis Financial Inc. | 194,205 | $9.04M | 4.9% | +14.3% | 2.815% | |