1/29/2025 | Great Lakes Retirement Inc. | 310,391 | $23.97M | 3.1% | -1.8% | 3.200% | |
1/29/2025 | Gladstone Institutional Advisory LLC | 41,183 | $3.18M | 0.1% | +1.0% | 0.425% | |
1/28/2025 | Stephens Inc. AR | 8,500 | $656K | 0.0% | N/A | 0.088% | |
1/28/2025 | Iron Horse Wealth Management LLC | 800 | $62K | 0.0% | +33.3% | 0.008% | |
1/27/2025 | Consolidated Portfolio Review Corp | 108,050 | $8.34M | 1.3% | -15.8% | 1.114% | |
1/27/2025 | Financial Advocates Investment Management | 2,831 | $219K | 0.0% | -33.8% | 0.029% | |
1/27/2025 | Country Club Bank | 11,416 | $881K | 0.1% | +16.0% | 0.118% | |
1/24/2025 | Financial Strategies Group Inc. | 14,082 | $1.08M | 0.3% | N/A | 0.145% | |
1/24/2025 | GPS Wealth Strategies Group LLC | 497 | $38K | 0.0% | -36.0% | 0.005% | |
1/24/2025 | Spire Wealth Management | 12,025 | $929K | 0.0% | +12.2% | 0.124% | |
|
1/22/2025 | Perigon Wealth Management LLC | 42,045 | $3.34M | 0.1% | +14.8% | 0.433% | |
1/22/2025 | Parsons Capital Management Inc. RI | 24,323 | $1.88M | 0.1% | +3.5% | 0.251% | |
1/22/2025 | CKW Financial Group | 462,280 | $35.70M | 4.4% | +0.5% | 4.766% | |
1/17/2025 | Janney Montgomery Scott LLC | 35,413 | $2.74M | 0.0% | +20.9% | 0.365% | |
1/17/2025 | AFG Fiduciary Services Limited Partnership | 2,642 | $208K | 0.1% | -13.8% | 0.027% | |
1/15/2025 | Hanseatic Management Services Inc. | 21,153 | $1.63M | 2.1% | -7.0% | 0.218% | |
1/15/2025 | TrueWealth Advisors LLC | 3,140 | $242K | 0.1% | -25.2% | 0.032% | |
1/15/2025 | Capital Advisors Wealth Management LLC | 11,798 | $911K | 0.2% | +28.7% | 0.122% | |
1/13/2025 | Accelerate Investment Advisors LLC | 2,619 | $202K | 0.2% | -54.5% | 0.027% | |
1/10/2025 | ORG Partners LLC | 165,022 | $12.74M | 1.7% | +4.0% | 1.701% | |
1/8/2025 | Legacy Private Trust Co. | 15,156 | $1.17M | 0.1% | -12.4% | 0.156% | |
1/8/2025 | First Hawaiian Bank | 46,889 | $3.62M | 0.1% | -1.5% | 0.483% | |
1/8/2025 | Sterneck Capital Management LLC | 4,376 | $338K | 0.2% | +5.5% | 0.045% | |
1/3/2025 | Central Pacific Bank Trust Division | 5,923 | $457K | 0.1% | +83.2% | 0.061% | |
12/26/2024 | JPMorgan Chase & Co. | 18,704 | $1.45M | 0.0% | +1.4% | 0.193% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 15,824 | $1.23M | 0.1% | N/A | 0.163% | |
11/18/2024 | Virtue Capital Management LLC | 11,242 | $871K | 0.2% | N/A | 0.116% | |
11/15/2024 | Goodman Advisory Group LLC | 1,277 | $99K | 0.0% | N/A | 0.013% | |
11/15/2024 | EP Wealth Advisors LLC | 41,234 | $3.20M | 0.0% | N/A | 0.425% | |
11/15/2024 | WESCAP Management Group Inc. | 66,954 | $5.19M | 1.3% | -0.5% | 0.690% | |
11/15/2024 | SageView Advisory Group LLC | 4,314 | $334K | 0.0% | -35.1% | 0.044% | |
11/15/2024 | Integrated Wealth Concepts LLC | 991,083 | $76.78M | 0.9% | +70.6% | 10.217% | |
11/15/2024 | HighTower Advisors LLC | 34,651 | $2.68M | 0.0% | -1.3% | 0.357% | |
11/13/2024 | CKW Financial Group | 460,075 | $35.45M | 4.3% | +0.5% | 4.743% | |
11/13/2024 | Rock Point Advisors LLC | 2,703 | $209K | 0.1% | N/A | 0.028% | |
11/13/2024 | FMR LLC | 2,518 | $195K | 0.0% | -35.0% | 0.026% | |
11/12/2024 | Cerity Partners LLC | 93,941 | $7.28M | 0.0% | +15.0% | 0.968% | |
11/12/2024 | Nwam LLC | 8,691 | $673K | 0.0% | N/A | 0.090% | |
11/7/2024 | MAI Capital Management | 6,586 | $510K | 0.0% | +79.1% | 0.068% | |
11/6/2024 | Signature Estate & Investment Advisors LLC | 3,895 | $302K | 0.0% | +4.1% | 0.040% | |
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11/6/2024 | OneDigital Investment Advisors LLC | 444,613 | $34.45M | 0.4% | -4.3% | 4.584% | |
11/5/2024 | Barnett & Company Inc. | 5,124 | $397K | 0.3% | +4.2% | 0.053% | |
11/5/2024 | Aptus Capital Advisors LLC | 273,019 | $21.15M | 0.3% | +20.2% | 2.815% | |
10/31/2024 | Hanseatic Management Services Inc. | 22,742 | $1.76M | 2.5% | N/A | 0.234% | |
10/31/2024 | Family Asset Management LLC | 2,585 | $200K | 0.1% | N/A | 0.027% | |
10/30/2024 | United Advisor Group LLC | 19,037 | $1.48M | 0.3% | +23.4% | 0.196% | |
10/29/2024 | Janney Montgomery Scott LLC | 29,290 | $2.27M | 0.0% | +8.8% | 0.302% | |
10/29/2024 | Private Wealth Partners LLC | 17,250 | $1.34M | 0.1% | +3.0% | 0.178% | |
10/29/2024 | Princeton Global Asset Management LLC | 13,120 | $1.02M | 0.2% | +1.4% | 0.135% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 40,762 | $3.16M | 0.2% | +0.7% | 0.420% | |
10/25/2024 | Financial Advocates Investment Management | 4,275 | $331K | 0.0% | -37.1% | 0.044% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 146,602 | $11.36M | 0.0% | -2.2% | 1.511% | |
10/24/2024 | Consolidated Portfolio Review Corp | 128,321 | $9.94M | 2.2% | +2.9% | 1.323% | |
10/23/2024 | Country Club Bank | 9,839 | $761K | 0.1% | +14.9% | 0.101% | |
10/23/2024 | Great Lakes Retirement Inc. | 316,156 | $24.49M | 3.1% | +0.4% | 3.259% | |
10/22/2024 | Iron Horse Wealth Management LLC | 600 | $46K | 0.0% | +200.0% | 0.006% | |
10/22/2024 | Sierra Capital LLC | 112,848 | $8.74M | 1.0% | +4.2% | 1.163% | |
10/19/2024 | Longview Financial Advisors Inc. | 2,807 | $217K | 0.2% | N/A | 0.029% | |
10/18/2024 | Raymond James & Associates | 40,489 | $3.14M | 0.0% | +208.7% | 0.417% | |
10/16/2024 | Global Retirement Partners LLC | 11,814 | $915K | 0.0% | -1.2% | 0.122% | |
10/16/2024 | SPC Financial Inc. | 881,576 | $68.30M | 6.0% | +0.9% | 9.088% | |
10/11/2024 | Creative Planning | 76,345 | $5.92M | 0.0% | -2.1% | 0.787% | |
10/11/2024 | ORG Partners LLC | 158,734 | $12.30M | 2.0% | +2.9% | 1.636% | |
10/11/2024 | Accelerate Investment Advisors LLC | 5,751 | $446K | 0.4% | N/A | 0.059% | |
10/10/2024 | CVA Family Office LLC | 4,399 | $341K | 0.1% | N/A | 0.045% | |
10/8/2024 | Legacy Private Trust Co. | 17,295 | $1.34M | 0.1% | -8.1% | 0.178% | |
10/7/2024 | Richard P Slaughter Associates Inc | 3,966 | $307K | 0.1% | -3.4% | 0.041% | |
10/3/2024 | Sterneck Capital Management LLC | 4,149 | $321K | 0.2% | -14.0% | 0.043% | |
10/2/2024 | M&R Capital Management Inc. | 1,054 | $82K | 0.0% | +26.4% | 0.011% | |
8/21/2024 | SPC Financial Inc. | 873,940 | $62.19M | 5.8% | +2.5% | 9.010% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 2,340 | $166K | 0.0% | +73.6% | 0.024% | |
8/16/2024 | Creative Planning | 78,002 | $5.55M | 0.0% | -2.4% | 0.804% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 13,128 | $934K | 0.0% | -21.4% | 0.135% | |
8/8/2024 | Envestnet Asset Management Inc. | 158,842 | $11.30M | 0.0% | +2.6% | 1.638% | |
8/8/2024 | WESCAP Management Group Inc. | 67,311 | $4.79M | 1.4% | +0.2% | 0.694% | |
8/8/2024 | Abbrea Capital LLC | 27,250 | $1.94M | 0.3% | +17.3% | 0.281% | |
8/8/2024 | Private Wealth Partners LLC | 16,750 | $1.19M | 0.1% | +191.3% | 0.173% | |
8/7/2024 | Dorsey & Whitney Trust CO LLC | 57,432 | $4.09M | 0.3% | -3.8% | 0.592% | |
8/2/2024 | Vawter Financial Ltd. | 6,523 | $464K | 0.3% | N/A | 0.067% | |
8/2/2024 | Jackson Creek Investment Advisors LLC | 13,358 | $950K | 0.3% | -3.3% | 0.138% | |
8/1/2024 | Consolidated Portfolio Review Corp | 124,683 | $8.87M | 2.1% | +9.5% | 1.285% | |
7/31/2024 | Aptus Capital Advisors LLC | 227,092 | $16.16M | 0.3% | +71.5% | 2.341% | |
7/31/2024 | Spire Wealth Management | 10,525 | $749K | 0.0% | +510.1% | 0.109% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,362 | $1.66M | 0.0% | +26.6% | 0.241% | |
7/29/2024 | Financial Advocates Investment Management | 6,800 | $484K | 0.0% | -4.7% | 0.070% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 3,741 | $266K | 0.0% | N/A | 0.039% | |
7/26/2024 | Sierra Capital LLC | 108,289 | $7.71M | 1.0% | -1.2% | 1.116% | |
7/24/2024 | TrueWealth Advisors LLC | 4,220 | $300K | 0.1% | -16.8% | 0.044% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 185,707 | $13.21M | 0.0% | -0.4% | 1.915% | |
7/17/2024 | Capital Advisors Wealth Management LLC | 3,393 | $241K | 0.0% | N/A | 0.035% | |
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7/16/2024 | GPS Wealth Strategies Group LLC | 777 | $55K | 0.0% | +871.3% | 0.008% | |
7/16/2024 | ORG Partners LLC | 154,211 | $10.91M | 1.4% | N/A | 1.590% | |
7/16/2024 | SJS Investment Consulting Inc. | 476 | $34K | 0.0% | N/A | 0.005% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 149,841 | $10.66M | 0.0% | -0.6% | 1.545% | |
7/2/2024 | First Hawaiian Bank | 47,236 | $3.36M | 0.1% | +9.4% | 0.487% | |
5/20/2024 | Virtu Financial LLC | 4,343 | $316K | 0.0% | N/A | 0.045% | |
5/13/2024 | Paragon Capital Management LLC | 8,475 | $617K | 0.3% | +24.4% | 0.087% | |
5/9/2024 | Great Lakes Retirement Inc. | 324,490 | $23.63M | 3.5% | -1.8% | 3.345% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 59,690 | $4.35M | 0.3% | -25.3% | 0.615% | |
5/9/2024 | SageView Advisory Group LLC | 9,828 | $716K | 0.0% | +27.7% | 0.101% | |