5/16/2024 | High Falls Advisors Inc | 4,643 | $436K | 0.1% | -3.5% | 0.038% | |
5/16/2024 | Sweeney & Michel LLC | 3,479 | $324K | 0.1% | N/A | 0.028% | |
5/14/2024 | CreativeOne Wealth LLC | 4,645 | $436K | 0.0% | -20.5% | 0.038% | |
5/9/2024 | Kingsview Wealth Management LLC | 27,725 | $2.60M | 0.1% | +57.9% | 0.226% | |
5/4/2024 | Csenge Advisory Group | 10,980 | $1.03M | 0.1% | -1.4% | 0.090% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 73,938 | $6.94M | 0.2% | -11.5% | 0.604% | |
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5/2/2024 | Better Money Decisions LLC | 3,957 | $371K | 0.3% | N/A | 0.032% | |
5/1/2024 | Mission Wealth Management LP | 12,698 | $1.19M | 0.0% | N/A | 0.104% | |
4/30/2024 | Private Advisor Group LLC | 8,398 | $788K | 0.0% | -3.0% | 0.069% | |
4/30/2024 | SWS Partners | 3,274 | $307K | 0.1% | +7.3% | 0.027% | |
4/30/2024 | Mayflower Financial Advisors LLC | 3,799 | $357K | 0.0% | -22.8% | 0.031% | |
4/29/2024 | Commonwealth Equity Services LLC | 57,327 | $5.38M | 0.0% | +11.7% | 0.468% | |
4/25/2024 | Allworth Financial LP | 191,218 | $17.95M | 0.1% | +4.7% | 1.561% | |
4/25/2024 | W Advisors LLC | 72,858 | $6.84M | 4.7% | -4.3% | 0.595% | |
4/25/2024 | Lodestar Private Asset Management LLC | 2,293 | $215K | 0.0% | -6.6% | 0.019% | |
4/23/2024 | Strategic Blueprint LLC | 3,607 | $339K | 0.0% | -22.8% | 0.029% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 14,298 | $1.34M | 0.0% | -19.1% | 0.117% | |
4/22/2024 | PFG Investments LLC | 3,083 | $289K | 0.0% | N/A | 0.025% | |
4/19/2024 | True Link Financial Advisors LLC | 5,926 | $556K | 0.1% | -9.9% | 0.048% | |
4/18/2024 | Horizon Wealth Management LLC | 2,214 | $208K | 0.1% | N/A | 0.018% | |
4/18/2024 | Omega Financial Group LLC | 20,976 | $1.97M | 0.8% | -11.2% | 0.171% | |
4/16/2024 | Firethorn Wealth Partners LLC | 5,124 | $481K | 0.3% | -12.3% | 0.042% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 213,872 | $20.07M | 0.1% | +5.9% | 1.746% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 5,524 | $518K | 0.0% | -11.6% | 0.045% | |
4/15/2024 | Brookstone Capital Management | 22,879 | $2.15M | 0.0% | -5.6% | 0.187% | |
4/13/2024 | Hoxton Planning & Management LLC | 2,245 | $211K | 0.1% | N/A | 0.018% | |
4/10/2024 | Park Avenue Securities LLC | 8,437 | $792K | 0.0% | -3.5% | 0.069% | |
2/15/2024 | Bluestem Financial Advisors LLC | 39,642 | $3.35M | 1.9% | -2.2% | 0.299% | |
2/14/2024 | Tcwp LLC | 7,528 | $635K | 1.8% | +3.4% | 0.057% | |
2/14/2024 | Retirement Capital Strategies | 30,051 | $2.54M | 1.1% | +0.8% | 0.227% | |
2/14/2024 | CFS Investment Advisory Services LLC | 17,943 | $1.51M | 0.3% | -1.1% | 0.135% | |
2/9/2024 | Advisory Services Network LLC | 3,626 | $306K | 0.0% | +5.0% | 0.027% | |
2/9/2024 | TSA Wealth Managment LLC | 4,874 | $411K | 0.2% | N/A | 0.037% | |
2/9/2024 | CreativeOne Wealth LLC | 5,842 | $493K | 0.0% | -10.3% | 0.044% | |
2/9/2024 | Corient Private Wealth LLC | 29,709 | $2.51M | 0.0% | +1.4% | 0.224% | |
2/8/2024 | Kingsview Wealth Management LLC | 17,561 | $1.48M | 0.0% | +2.5% | 0.133% | |
2/8/2024 | Kickstand Ventures LLC. | 21,908 | $1.85M | 0.5% | -14.1% | 0.165% | |
2/8/2024 | Apexium Financial LP | 2,772 | $234K | 0.0% | N/A | 0.021% | |
2/8/2024 | Your Advocates Ltd. LLP | 1,046 | $88K | 0.0% | +453.4% | 0.008% | |
2/8/2024 | RCS Financial Planning LLC | 2,425 | $205K | 0.1% | -21.3% | 0.018% | |
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2/8/2024 | Shared Vision Wealth Group LLC | 6,017 | $508K | 0.3% | N/A | 0.045% | |
2/7/2024 | One Capital Management LLC | 8,926 | $753K | 0.0% | +3.4% | 0.067% | |
2/7/2024 | AGF Management Ltd. | 5,100 | $430K | 0.0% | +34.2% | 0.038% | |
2/6/2024 | Private Advisor Group LLC | 8,658 | $731K | 0.0% | +28.0% | 0.065% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 6,247 | $527K | 0.0% | N/A | 0.047% | |
2/6/2024 | W Advisors LLC | 76,108 | $6.42M | 4.8% | -0.5% | 0.574% | |
2/6/2024 | Millburn Ridgefield Corp | 3,126 | $264K | 0.0% | N/A | 0.024% | |
2/6/2024 | Bank of Italy | 4,955,251 | $418.12M | 13.7% | -21.1% | 37.398% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 35,537 | $3.00M | 0.2% | +9.3% | 0.268% | |
2/5/2024 | First Ascent Asset Management LLC | 170,114 | $14.35M | 1.6% | +20.7% | 1.284% | |
2/2/2024 | Bfsg LLC | 28,475 | $2.40M | 0.3% | +0.8% | 0.215% | |
1/31/2024 | DT Investment Partners LLC | 491 | $43K | 0.0% | -56.3% | 0.004% | |
1/30/2024 | Wealth Alliance | 13,688 | $1.16M | 0.2% | -0.9% | 0.103% | |
1/30/2024 | Marino Stram & Associates LLC | 2,451 | $207K | 0.1% | N/A | 0.018% | |
1/30/2024 | United Asset Strategies Inc. | 4,674 | $394K | 0.0% | -10.6% | 0.035% | |
1/29/2024 | Lodestar Private Asset Management LLC | 2,455 | $207K | 0.0% | N/A | 0.019% | |
1/29/2024 | DHK Financial Advisors Inc. | 5,691 | $480K | 0.4% | N/A | 0.043% | |
1/26/2024 | Cerity Partners LLC | 2,910 | $246K | 0.0% | N/A | 0.022% | |
1/25/2024 | Strategic Blueprint LLC | 4,673 | $394K | 0.0% | -15.2% | 0.035% | |
1/25/2024 | Firethorn Wealth Partners LLC | 5,840 | $493K | 0.3% | -7.3% | 0.044% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,134 | $686K | 0.0% | -5.6% | 0.061% | |
1/24/2024 | Stratos Wealth Advisors LLC | 4,071 | $344K | 0.0% | -8.3% | 0.031% | |
1/24/2024 | Allworth Financial LP | 182,687 | $15.42M | 0.1% | +8.8% | 1.379% | |
1/22/2024 | SNS Financial Group LLC | 9,807 | $828K | 0.1% | +1.5% | 0.074% | |
1/22/2024 | Mayflower Financial Advisors LLC | 4,921 | $415K | 0.0% | -23.4% | 0.037% | |
1/19/2024 | True Link Financial Advisors LLC | 6,576 | $555K | 0.1% | -59.7% | 0.050% | |
1/18/2024 | McGlone Suttner Wealth Management Inc. | 1,039 | $88K | 0.0% | N/A | 0.008% | |
1/18/2024 | Values Added Financial LLC | 10,612 | $895K | 0.7% | +65.0% | 0.080% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 17,664 | $1.49M | 0.0% | +3.6% | 0.133% | |
1/16/2024 | Wealthsource Partners LLC | 99,750 | $8.42M | 0.5% | -5.7% | 0.753% | |
1/12/2024 | My Legacy Advisors LLC | 15,449 | $1.31M | 0.5% | -2.4% | 0.116% | |
1/11/2024 | Brookstone Capital Management | 24,237 | $2.05M | 0.0% | -7.8% | 0.182% | |
1/11/2024 | Orgel Wealth Management LLC | 11,727 | $990K | 0.0% | -6.4% | 0.088% | |
1/11/2024 | Affinity Capital Advisors LLC | 3,813 | $322K | 0.1% | -16.0% | 0.029% | |
1/11/2024 | Cypress Wealth Services LLC | 16,990 | $1.43M | 0.4% | -11.8% | 0.128% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 2,631 | $218K | 0.0% | N/A | 0.020% | |
1/11/2024 | Omega Financial Group LLC | 23,629 | $1.99M | 0.9% | -1.0% | 0.178% | |
12/6/2023 | Citigroup Inc. | 386 | $29K | 0.0% | -37.8% | 0.003% | |
11/16/2023 | Creative Planning | 234,980 | $17.72M | 0.0% | +3.4% | 1.621% | |
11/16/2023 | High Falls Advisors Inc | 4,501 | $339K | 0.1% | N/A | 0.031% | |
11/15/2023 | Integrated Wealth Concepts LLC | 68,907 | $5.20M | 0.1% | -13.3% | 0.475% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 476,935 | $35.97M | 0.1% | +28.9% | 3.289% | |
11/14/2023 | BOS Asset Management LLC | 2,872 | $217K | 0.2% | N/A | 0.020% | |
11/14/2023 | Mather Group LLC. | 17,715 | $1.34M | 0.0% | +107.7% | 0.122% | |
11/13/2023 | Regal Investment Advisors LLC | 3,226 | $243K | 0.0% | -17.0% | 0.022% | |
11/13/2023 | Retirement Capital Strategies | 29,820 | $2.25M | 1.1% | +298.8% | 0.206% | |
11/13/2023 | CI Investments Inc. | 5,894 | $444K | 0.0% | +7.6% | 0.041% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 32,518 | $2.46M | 0.2% | +20.1% | 0.224% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 69,355 | $5.25M | 2.2% | +8.4% | 0.478% | |
11/13/2023 | FMR LLC | 99,326 | $7.49M | 0.0% | +98.2% | 0.685% | |
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11/13/2023 | Envestnet Asset Management Inc. | 436,614 | $32.93M | 0.0% | +26.0% | 3.011% | |
11/13/2023 | Bluestem Financial Advisors LLC | 40,534 | $3.06M | 1.9% | +0.5% | 0.280% | |
11/13/2023 | Wealthsource Partners LLC | 105,813 | $7.98M | 0.5% | -1.1% | 0.730% | |
11/9/2023 | SWS Partners | 3,001 | $226K | 0.1% | -5.4% | 0.021% | |
11/9/2023 | Ellevest Inc. | 70,138 | $5.29M | 0.4% | N/A | 0.484% | |
11/9/2023 | One Capital Management LLC | 8,636 | $651K | 0.0% | +2.7% | 0.060% | |
11/9/2023 | Wealth Alliance | 13,812 | $1.04M | 0.2% | +11.5% | 0.095% | |
11/8/2023 | First Ascent Asset Management LLC | 140,953 | $10.63M | 1.4% | +12.6% | 0.972% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 7,231 | $545K | 0.0% | -18.2% | 0.050% | |
11/8/2023 | Avantax Advisory Services Inc. | 8,248 | $622K | 0.0% | N/A | 0.057% | |