5/14/2024 | CreativeOne Wealth LLC | 16,597 | $1.14M | 0.0% | N/A | 0.146% | |
5/9/2024 | Kure Advisory LLC | 80,805 | $5.54M | 4.7% | +3.9% | 0.708% | |
5/9/2024 | SageView Advisory Group LLC | 19,816 | $1.36M | 0.1% | +119.5% | 0.174% | |
5/9/2024 | Fortis Capital Advisors LLC | 6,502 | $446K | 0.2% | -45.6% | 0.057% | |
5/8/2024 | Bleakley Financial Group LLC | 25,394 | $1.74M | 0.1% | -6.9% | 0.222% | |
5/8/2024 | Heritage Wealth Advisors | 190,917 | $13.10M | 0.5% | N/A | 1.672% | |
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5/7/2024 | 49 Wealth Management LLC | 38,610 | $2.63M | 0.6% | +9.9% | 0.338% | |
5/6/2024 | Sensible Financial Planning & Management LLC. | 23,608 | $1.62M | 0.4% | -58.2% | 0.207% | |
5/4/2024 | Evolution Advisers Inc. | 996 | $69K | 0.0% | +35.9% | 0.009% | |
5/4/2024 | Keener Financial Planning LLC | 2,836 | $195K | 0.1% | +6.9% | 0.025% | |
5/4/2024 | Geneos Wealth Management Inc. | 9,202 | $631K | 0.0% | -9.5% | 0.081% | |
4/30/2024 | Perigon Wealth Management LLC | 26,507 | $1.82M | 0.1% | +3.3% | 0.234% | |
4/25/2024 | Professional Financial Advisors LLC | 56,248 | $3.86M | 1.1% | +55.6% | 0.496% | |
4/24/2024 | Simplicity Wealth LLC | 25,394 | $1.74M | 0.0% | N/A | 0.224% | |
4/23/2024 | Charter Oak Capital Management LLC | 8,341 | $572K | 0.1% | -31.1% | 0.074% | |
4/23/2024 | Applied Capital LLC | 59,015 | $4.05M | 2.4% | +16.2% | 0.521% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 97,737 | $6.71M | 0.0% | +117.1% | 0.863% | |
4/10/2024 | VanderPol Investments L.L.C. | 18,342 | $1.26M | 3.6% | +310.0% | 0.162% | |
4/10/2024 | Apella Capital LLC | 22,000 | $1.50M | 0.1% | -14.3% | 0.194% | |
4/9/2024 | Destiny Wealth Partners LLC | 10,835 | $743K | 0.1% | -50.2% | 0.096% | |
4/9/2024 | Mather Group LLC. | 680 | $47K | 0.0% | N/A | 0.006% | |
3/26/2024 | Napatree Capital LLC | 5,112 | $354K | 0.4% | N/A | 0.048% | |
3/15/2024 | VanderPol Investments L.L.C. | 4,474 | $310K | 1.1% | N/A | 0.042% | |
3/6/2024 | SageView Advisory Group LLC | 9,027 | $620K | 0.0% | -13.8% | 0.085% | |
2/14/2024 | Visionary Wealth Advisors | 59,979 | $4.15M | 0.3% | -3.9% | 0.564% | |
2/13/2024 | Belpointe Asset Management LLC | 11,958 | $828K | 0.1% | -43.3% | 0.112% | |
2/12/2024 | American Investment Services Inc. | 7,529 | $521K | 0.1% | +70.6% | 0.071% | |
2/12/2024 | Fortis Capital Advisors LLC | 11,958 | $828K | 0.4% | -43.3% | 0.112% | |
2/9/2024 | SageView Advisory Group LLC | 9,027 | $620K | 0.0% | -13.8% | 0.085% | |
2/9/2024 | D.A. Davidson & CO. | 2,919 | $202K | 0.0% | -13.6% | 0.027% | |
2/9/2024 | Sachetta LLC | 1,009 | $70K | 0.0% | N/A | 0.009% | |
2/8/2024 | Beacon Pointe Advisors LLC | 267,649 | $18.52M | 0.2% | -11.3% | 2.515% | |
2/8/2024 | Foundations Investment Advisors LLC | 7,463 | $515K | 0.0% | N/A | 0.070% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,954 | $274K | 0.0% | -8.8% | 0.037% | |
2/7/2024 | Acorn Wealth Advisors LLC | 4,971 | $344K | 0.2% | -3.6% | 0.047% | |
2/7/2024 | Bogart Wealth LLC | 423 | $29K | 0.0% | N/A | 0.004% | |
2/6/2024 | National Bank of Canada FI | 385 | $27K | 0.0% | -38.9% | 0.004% | |
2/2/2024 | Truist Financial Corp | 24,962 | $1.73M | 0.0% | +1.8% | 0.235% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,665 | $946K | 0.0% | +2.9% | 0.128% | |
2/2/2024 | Sensible Financial Planning & Management LLC. | 56,495 | $3.91M | 0.9% | +387.9% | 0.531% | |
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2/1/2024 | Capital Investment Advisory Services LLC | 420 | $29K | 0.0% | N/A | 0.004% | |
1/31/2024 | Opes Wealth Management LLC | 4,915 | $340K | 0.1% | -4.2% | 0.046% | |
1/30/2024 | Octavia Wealth Advisors LLC | 116,616 | $8.07M | 1.4% | +1.8% | 1.096% | |
1/29/2024 | Moneywise Inc. | 126,864 | $8.78M | 5.0% | -4.4% | 1.192% | |
1/29/2024 | Simplicity Solutions LLC | 27,281 | $1.89M | 0.1% | N/A | 0.256% | |
1/29/2024 | Baystate Wealth Management LLC | 44,766 | $3.10M | 0.2% | -27.5% | 0.421% | |
1/29/2024 | Perigon Wealth Management LLC | 25,648 | $1.78M | 0.1% | +3.6% | 0.241% | |
1/26/2024 | Charter Oak Capital Management LLC | 12,113 | $838K | 0.1% | -49.7% | 0.114% | |
1/26/2024 | Geneos Wealth Management Inc. | 10,167 | $704K | 0.0% | -17.1% | 0.096% | |
1/26/2024 | Keener Financial Planning LLC | 2,653 | $184K | 0.1% | N/A | 0.025% | |
1/25/2024 | International Assets Investment Management LLC | 41,526 | $2.87M | 0.0% | N/A | 0.390% | |
1/25/2024 | Bleakley Financial Group LLC | 27,281 | $1.89M | 0.1% | N/A | 0.256% | |
1/24/2024 | International Assets Investment Management LLC | 41,526 | $2.87M | 0.0% | N/A | 0.390% | |
1/19/2024 | AdvisorNet Financial Inc | 25,396 | $1.76M | 0.2% | +4.8% | 0.239% | |
1/19/2024 | Destiny Wealth Partners LLC | 21,750 | $1.49M | 0.3% | -13.9% | 0.204% | |
1/18/2024 | Sage Financial Group Inc. | 5,737 | $397K | 0.0% | +26.0% | 0.054% | |
1/18/2024 | Professional Financial Advisors LLC | 36,140 | $2.50M | 0.8% | +3.3% | 0.340% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,611 | $596K | 0.0% | -89.1% | 0.081% | |
1/12/2024 | Kure Advisory LLC | 77,783 | $5.38M | 2.8% | +7.7% | 0.731% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 4,112 | $285K | 0.0% | -96.4% | 0.039% | |
1/5/2024 | Apella Capital LLC | 25,658 | $1.76M | 0.1% | +212.5% | 0.245% | |
12/6/2023 | Citigroup Inc. | 750 | $50K | 0.0% | -57.1% | 0.007% | |
11/30/2023 | Modera Wealth Management LLC | 1,996 | $132K | 0.0% | -52.2% | 0.020% | |
11/16/2023 | Belpointe Asset Management LLC | 21,104 | $1.40M | 0.1% | -7.8% | 0.209% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 56,157 | $3.73M | 0.0% | +7.2% | 0.557% | |
11/15/2023 | Lido Advisors LLC | 10,970 | $728K | 0.0% | -22.2% | 0.109% | |
11/13/2023 | Mariner LLC | 54,428 | $3.61M | 0.0% | +2.8% | 0.539% | |
11/13/2023 | Visionary Wealth Advisors | 62,424 | $4.14M | 0.3% | -2.3% | 0.619% | |
11/13/2023 | Envestnet Asset Management Inc. | 270,484 | $17.94M | 0.0% | +77.2% | 2.681% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 4,337 | $288K | 0.0% | N/A | 0.043% | |
11/8/2023 | Atria Wealth Solutions Inc. | 13,278 | $881K | 0.0% | +4.1% | 0.132% | |
11/3/2023 | SageView Advisory Group LLC | 10,475 | $695K | 0.0% | -26.0% | 0.104% | |
11/3/2023 | Opes Wealth Management LLC | 5,130 | $340K | 0.1% | +19.3% | 0.051% | |
11/1/2023 | Stonehage Fleming Financial Services Holdings Ltd | 5,015 | $333K | 0.0% | -13.1% | 0.050% | |
10/31/2023 | Allworth Financial LP | 1,051 | $70K | 0.0% | -47.7% | 0.010% | |
10/30/2023 | Perigon Wealth Management LLC | 24,760 | $1.64M | 0.1% | +1.4% | 0.245% | |
10/30/2023 | Octavia Wealth Advisors LLC | 114,513 | $7.60M | 1.5% | +3.0% | 1.135% | |
10/27/2023 | Sensible Financial Planning & Management LLC. | 11,579 | $768K | 0.2% | -55.3% | 0.115% | |
10/26/2023 | Alpha Financial Advisors LLC | 6,042 | $401K | 0.3% | +7.6% | 0.060% | |
10/26/2023 | Baystate Wealth Management LLC | 61,748 | $4.10M | 0.3% | +14.5% | 0.612% | |
10/25/2023 | Professional Financial Advisors LLC | 34,973 | $2.32M | 1.0% | N/A | 0.347% | |
10/24/2023 | Kure Advisory LLC | 72,202 | $4.79M | 2.7% | N/A | 0.716% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 78,935 | $5.24M | 0.0% | +3.7% | 0.782% | |
10/23/2023 | Moneywise Inc. | 132,639 | $8.80M | 5.5% | +6.6% | 1.315% | |
10/23/2023 | Commonwealth Equity Services LLC | 8,933 | $593K | 0.0% | -8.9% | 0.089% | |
10/20/2023 | Evolution Advisers Inc. | 615 | $40K | 0.0% | +36.7% | 0.006% | |
10/17/2023 | Alhambra Investment Partners LLC | 9,553 | $634K | 0.4% | +86.3% | 0.095% | |
10/17/2023 | Avior Wealth Management LLC | 1,483 | $98K | 0.0% | +84.2% | 0.015% | |
10/16/2023 | Applied Capital LLC | 50,932 | $3.38M | 2.1% | -8.6% | 0.505% | |
10/12/2023 | AdvisorNet Financial Inc | 24,235 | $1.61M | 0.1% | +15.3% | 0.240% | |
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10/12/2023 | Sage Financial Group Inc. | 4,552 | $302K | 0.0% | +6.1% | 0.045% | |
10/11/2023 | Geneos Wealth Management Inc. | 12,262 | $813K | 0.0% | +168.7% | 0.122% | |
10/10/2023 | Destiny Wealth Partners LLC | 25,249 | $1.68M | 0.3% | +25.2% | 0.250% | |
10/10/2023 | Apella Capital LLC | 8,211 | $545K | 0.0% | -10.7% | 0.081% | |
10/5/2023 | Charter Oak Capital Management LLC | 24,100 | $1.60M | 0.2% | -50.8% | 0.241% | |
9/26/2023 | DecisionPoint Financial LLC | 1,884 | $129K | 0.1% | -72.5% | 0.020% | |
9/21/2023 | Baystate Wealth Management LLC | 53,943 | $3.69M | 0.3% | +8.8% | 0.558% | |
8/15/2023 | Beacon Pointe Advisors LLC | 231,895 | $15.87M | 0.3% | +51.5% | 2.401% | |
8/11/2023 | SageView Advisory Group LLC | 14,158 | $969K | 0.1% | -8.8% | 0.147% | |
8/11/2023 | Visionary Wealth Advisors | 63,910 | $4.37M | 0.4% | -2.7% | 0.662% | |