5/24/2024 | Cetera Advisors LLC | 5,680 | $722K | 0.0% | N/A | 0.053% | |
5/24/2024 | Cetera Investment Advisers | 17,751 | $2.26M | 0.0% | +44.3% | 0.164% | |
5/16/2024 | California State Teachers Retirement System | 690 | $88K | 0.0% | N/A | 0.006% | |
5/14/2024 | CreativeOne Wealth LLC | 5,496 | $699K | 0.0% | N/A | 0.051% | |
5/9/2024 | Kingsview Wealth Management LLC | 20,434 | $2.60M | 0.1% | N/A | 0.196% | |
5/8/2024 | Thoroughbred Financial Services LLC | 19,102 | $2.43M | 0.2% | -3.4% | 0.184% | |
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5/6/2024 | Envestnet Portfolio Solutions Inc. | 101,931 | $12.96M | 0.0% | +6.7% | 0.980% | |
5/4/2024 | 9258 Wealth Management LLC | 29,400 | $3.74M | 0.6% | +2.4% | 0.283% | |
5/3/2024 | Nicollet Investment Management Inc. | 45,467 | $5.78M | 2.1% | +6.7% | 0.437% | |
5/2/2024 | Gilbert & Cook Inc. | 543,443 | $69.08M | 9.4% | -2.0% | 5.225% | |
5/2/2024 | Lincoln National Corp | 26,841 | $3.41M | 0.1% | -3.5% | 0.258% | |
5/1/2024 | Grant Street Asset Management Inc. | 19,645 | $2.50M | 0.8% | -2.2% | 0.189% | |
4/30/2024 | Private Advisor Group LLC | 8,810 | $1.12M | 0.0% | +194.1% | 0.085% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 7,405 | $941K | 0.2% | -7.3% | 0.071% | |
4/30/2024 | Arkadios Wealth Advisors | 64,053 | $8.14M | 0.6% | -2.6% | 0.616% | |
4/29/2024 | Commonwealth Equity Services LLC | 42,125 | $5.36M | 0.0% | -2.6% | 0.405% | |
4/26/2024 | UMB Bank n.a. | 1,001 | $127K | 0.0% | -27.3% | 0.010% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 384,402 | $48.87M | 3.3% | +5.9% | 3.696% | |
4/25/2024 | Capital Investment Advisory Services LLC | 2,000 | $254K | 0.0% | -16.7% | 0.019% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 129,254 | $16.43M | 0.1% | +38.2% | 1.267% | |
4/24/2024 | Leavell Investment Management Inc. | 13,755 | $1.75M | 0.1% | +2.6% | 0.135% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 4,795 | $610K | 0.3% | +44.4% | 0.047% | |
4/24/2024 | Pegasus Partners Ltd. | 204,016 | $25.94M | 2.7% | +8.2% | 2.000% | |
4/24/2024 | Dechtman Wealth Management LLC | 92,078 | $11.71M | 2.7% | -1.0% | 0.903% | |
4/22/2024 | Cahaba Wealth Management Inc. | 7,295 | $927K | 0.1% | -16.7% | 0.072% | |
4/19/2024 | WFA Asset Management Corp | 93,818 | $11.93M | 6.2% | +1.3% | 0.869% | |
4/16/2024 | Toth Financial Advisory Corp | 3,250 | $413K | 0.1% | +24.3% | 0.032% | |
4/16/2024 | Noble Family Wealth LLC | 29,150 | $3.71M | 1.1% | -14.6% | 0.286% | |
4/16/2024 | Dohj LLC | 216,517 | $27.52M | 7.3% | +1.0% | 2.123% | |
4/10/2024 | SOA Wealth Advisors LLC. | 7,280 | $925K | 0.2% | +18.8% | 0.071% | |
4/8/2024 | Tompkins Financial Corp | 667,208 | $84.82M | 9.6% | +3.1% | 7.713% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 3,320 | $382K | 0.2% | +27.4% | 0.038% | |
3/6/2024 | SageView Advisory Group LLC | 112,318 | $13.44M | 0.5% | -13.3% | 1.298% | |
2/16/2024 | SageView Advisory Group LLC | 112,318 | $13.44M | 0.4% | -13.3% | 1.298% | |
2/14/2024 | BOKF NA | 62,881 | $7.24M | 0.1% | +3,631.8% | 0.727% | |
2/14/2024 | Sollinda Capital Management LLC | 2,000 | $230K | 0.1% | N/A | 0.023% | |
2/14/2024 | Asset Allocation Strategies LLC | 26,036 | $3.00M | 1.2% | +23.6% | 0.301% | |
2/9/2024 | SageView Advisory Group LLC | 112,318 | $13.44M | 0.4% | -13.3% | 1.298% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 93,536 | $10.77M | 0.0% | +334.3% | 1.081% | |
2/9/2024 | Thoroughbred Financial Services LLC | 19,768 | $2.28M | 0.2% | -7.7% | 0.229% | |
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2/8/2024 | Efficient Advisors LLC | 6,411 | $738K | 0.0% | -3.5% | 0.074% | |
2/7/2024 | Avantax Advisory Services Inc. | 2,772 | $319K | 0.0% | N/A | 0.032% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 362,873 | $41.76M | 3.1% | +34.0% | 4.195% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 95,546 | $11.00M | 0.0% | +10.4% | 1.105% | |
2/7/2024 | Strategic Equity Management | 75,894 | $8.74M | 9.8% | -67.7% | 0.877% | |
2/7/2024 | Principal Securities Inc. | 3,782 | $435K | 0.0% | N/A | 0.044% | |
2/7/2024 | Ethos Financial Group LLC | 2,976 | $343K | 0.1% | -9.8% | 0.034% | |
2/6/2024 | ShoreHaven Wealth Partners LLC | 43,157 | $4.97M | 3.0% | -1.3% | 0.499% | |
2/6/2024 | Lincoln National Corp | 27,804 | $3.20M | 0.1% | +29.9% | 0.321% | |
2/6/2024 | Private Advisor Group LLC | 2,996 | $345K | 0.0% | +14.2% | 0.035% | |
2/6/2024 | 9258 Wealth Management LLC | 28,723 | $3.31M | 0.6% | +10.8% | 0.332% | |
2/5/2024 | Win Advisors Inc. | 210,162 | $24.19M | 11.0% | +1,219.7% | 2.430% | |
2/5/2024 | McAdam LLC | 2,870 | $330K | 0.0% | +8.0% | 0.033% | |
2/5/2024 | Gilbert & Cook Inc. | 554,726 | $63.84M | 9.0% | -2.0% | 6.413% | |
2/2/2024 | Dohj LLC | 214,354 | $24.67M | 7.3% | +74.2% | 2.478% | |
2/2/2024 | Valmark Advisers Inc. | 18,074 | $2.08M | 0.0% | -4.0% | 0.209% | |
2/1/2024 | Capital Investment Advisory Services LLC | 2,400 | $276K | 0.0% | -4.2% | 0.028% | |
2/1/2024 | WFA Asset Management Corp | 92,594 | $10.66M | 5.8% | +9.0% | 1.070% | |
1/31/2024 | Boyd Wealth Management LLC | 10,988 | $1.27M | 0.8% | -2.2% | 0.127% | |
1/30/2024 | Avior Wealth Management LLC | 15,561 | $1.79M | 0.1% | -22.8% | 0.180% | |
1/30/2024 | Octavia Wealth Advisors LLC | 1,857 | $214K | 0.0% | N/A | 0.021% | |
1/26/2024 | Toth Financial Advisory Corp | 2,615 | $301K | 0.0% | N/A | 0.030% | |
1/25/2024 | Grant Street Asset Management Inc. | 20,093 | $2.31M | 0.8% | -1.2% | 0.232% | |
1/25/2024 | Woodard & Co. Asset Management Group Inc. ADV | 101,725 | $11.71M | 3.4% | -13.4% | 1.176% | |
1/24/2024 | Sowell Financial Services LLC | 22,403 | $2.58M | 0.1% | N/A | 0.259% | |
1/24/2024 | Arkadios Wealth Advisors | 65,773 | $7.57M | 0.6% | -2.3% | 0.760% | |
1/23/2024 | Leavell Investment Management Inc. | 13,405 | $1.54M | 0.1% | -53.2% | 0.155% | |
1/22/2024 | First Citizens Bank & Trust Co. | 95,546 | $11.00M | 0.2% | +10.4% | 1.105% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 20,102 | $2.31M | 0.9% | -4.3% | 0.232% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 252 | $29K | 0.0% | -88.2% | 0.003% | |
1/19/2024 | Dechtman Wealth Management LLC | 93,020 | $10.71M | 2.8% | -2.4% | 1.075% | |
1/19/2024 | Forum Private Client Group LLC | 5,126 | $590K | 0.3% | N/A | 0.059% | |
1/19/2024 | Patriot Financial Group Insurance Agency LLC | 7,880 | $907K | 0.2% | -4.8% | 0.091% | |
1/18/2024 | Gradient Investments LLC | 338 | $39K | 0.0% | N/A | 0.004% | |
1/18/2024 | Wooster Corthell Wealth Management Inc. | 7,991 | $920K | 0.2% | -11.7% | 0.092% | |
1/18/2024 | KM Capital Management Ltd. | 106,681 | $12.28M | 7.1% | -6.7% | 1.233% | |
1/18/2024 | Noble Family Wealth LLC | 34,150 | $3.93M | 1.2% | -0.3% | 0.395% | |
1/18/2024 | First Pacific Financial | 2,895 | $333K | 0.1% | +25.1% | 0.033% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,978 | $573K | 0.0% | -35.5% | 0.058% | |
1/16/2024 | Raymond James & Associates | 3,908 | $450K | 0.0% | +50.8% | 0.045% | |
1/11/2024 | SOA Wealth Advisors LLC. | 6,127 | $705K | 0.2% | +20.2% | 0.071% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 80,696 | $9.29M | 0.9% | +8.1% | 0.933% | |
1/10/2024 | Cornerstone Wealth Management LLC | 2,131 | $245K | 0.0% | -4.1% | 0.025% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 767 | $88K | 0.0% | N/A | 0.009% | |
1/2/2024 | Anchor Investment Management LLC | 3,519 | $405K | 0.0% | N/A | 0.041% | |
12/6/2023 | Grant Street Asset Management Inc. | 20,337 | $2.10M | 0.8% | -9.6% | 0.235% | |
11/20/2023 | Silver Oak Securities Incorporated | 6,492 | $671K | 0.1% | -25.4% | 0.075% | |
11/17/2023 | Asset Allocation Strategies LLC | 21,065 | $2.18M | 1.0% | +7.4% | 0.244% | |
11/16/2023 | Harbour Investments Inc. | 2,210 | $228K | 0.0% | +27.8% | 0.026% | |
11/15/2023 | Integrated Wealth Concepts LLC | 34,424 | $3.56M | 0.1% | -1.6% | 0.398% | |
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11/14/2023 | Woodard & Co. Asset Management Group Inc. ADV | 117,527 | $12.15M | 4.1% | +50.7% | 1.359% | |
11/14/2023 | Pegasus Partners Ltd. | 155,506 | $16.08M | 2.3% | +29.9% | 1.798% | |
11/13/2023 | LPL Financial LLC | 194,434 | $20.10M | 0.0% | -12.0% | 2.248% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 86,572 | $8.95M | 0.0% | N/A | 1.001% | |
11/13/2023 | Kestra Advisory Services LLC | 2,496 | $258K | 0.0% | N/A | 0.029% | |
11/9/2023 | Nicollet Investment Management Inc. | 42,962 | $4.44M | 2.0% | +13.3% | 0.497% | |
11/9/2023 | UBS Group AG | 23,646 | $2.44M | 0.0% | +1.1% | 0.273% | |
11/8/2023 | HighTower Advisors LLC | 80,070 | $8.28M | 0.0% | -53.4% | 0.926% | |
11/8/2023 | 9258 Wealth Management LLC | 25,922 | $2.68M | 0.5% | -1.9% | 0.300% | |
11/8/2023 | Valmark Advisers Inc. | 18,834 | $1.95M | 0.0% | +5.0% | 0.218% | |