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% | |
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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% | |
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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% | |
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% | |
5/7/2024 | Abbrea Capital LLC | 23,225 | $1.69M | 0.2% | +4.9% | 0.252% | |
5/4/2024 | SPC Financial Inc. | 852,867 | $62.10M | 5.8% | +5.9% | 9.270% | |
5/3/2024 | Central Pacific Bank Trust Division | 2,459 | $178K | 0.0% | N/A | 0.027% | |
5/1/2024 | Janney Montgomery Scott LLC | 22,430 | $1.63M | 0.0% | N/A | 0.244% | |
4/30/2024 | Consolidated Portfolio Review Corp | 113,893 | $8.29M | 2.2% | -3.4% | 1.238% | |
4/30/2024 | Perigon Wealth Management LLC | 31,734 | $2.31M | 0.1% | +26.7% | 0.345% | |
4/30/2024 | Commonwealth Equity Services LLC | 18,456 | $1.34M | 0.0% | +54.4% | 0.201% | |
4/29/2024 | Sierra Capital LLC | 109,615 | $7.98M | 1.0% | +124.6% | 1.191% | |
4/24/2024 | Spire Wealth Management | 1,725 | $126K | 0.0% | -86.3% | 0.019% | |
4/23/2024 | TrueWealth Advisors LLC | 5,071 | $369K | 0.1% | -15.4% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 186,404 | $13.57M | 0.0% | +10.7% | 2.026% | |
4/22/2024 | PFG Investments LLC | 114,022 | $8.30M | 0.5% | N/A | 1.239% | |
4/22/2024 | Parsons Capital Management Inc. RI | 22,650 | $1.65M | 0.1% | +9.0% | 0.246% | |
4/22/2024 | CKW Financial Group | 457,687 | $33.14M | 4.3% | +7.5% | 4.975% | |
4/16/2024 | Asio Capital LLC | 12,021 | $875K | 0.2% | +4.4% | 0.162% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 150,818 | $10.98M | 0.0% | -1.3% | 2.038% | |
4/10/2024 | Legacy Private Trust Co. | 34,028 | $2.48M | 0.2% | -7.4% | 0.460% | |
4/5/2024 | First Hawaiian Bank | 43,159 | $3.14M | 0.1% | +2.3% | 0.583% | |
4/2/2024 | M&R Capital Management Inc. | 787 | $57K | 0.0% | +74.1% | 0.011% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,000 | $67K | 0.0% | N/A | 0.014% | |
3/6/2024 | SageView Advisory Group LLC | 7,696 | $521K | 0.0% | -72.3% | 0.104% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 88,436 | $5.93M | 0.9% | N/A | 1.195% | |
2/13/2024 | Exencial Wealth Advisors LLC | 4,070 | $273K | 0.0% | +8.0% | 0.055% | |
2/13/2024 | Belpointe Asset Management LLC | 6,728 | $451K | 0.0% | -17.2% | 0.091% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 79,905 | $5.36M | 0.4% | -0.8% | 1.080% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,049 | $537K | 0.0% | -63.3% | 0.109% | |
2/9/2024 | SageView Advisory Group LLC | 7,696 | $521K | 0.0% | -72.3% | 0.104% | |
2/9/2024 | Corient Private Wealth LLC | 7,020 | $471K | 0.0% | N/A | 0.095% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 39,553 | $2.65M | 0.1% | +1.0% | 0.535% | |
2/6/2024 | Family Asset Management LLC | 3,453 | $232K | 0.2% | N/A | 0.047% | |
2/6/2024 | Spire Wealth Management | 12,616 | $839K | 0.0% | -5.7% | 0.170% | |
2/5/2024 | Jackson Creek Investment Advisors LLC | 14,693 | $985K | 0.4% | -1.9% | 0.199% | |
2/2/2024 | Private Wealth Partners LLC | 5,250 | $352K | 0.0% | -9.5% | 0.071% | |
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2/2/2024 | Abbrea Capital LLC | 22,150 | $1.50M | 0.2% | +5.0% | 0.299% | |
2/1/2024 | CWM LLC | 14,848 | $996K | 0.0% | N/A | 0.201% | |
1/30/2024 | Sierra Capital LLC | 48,807 | $3.27M | 0.5% | +31.4% | 0.660% | |
1/29/2024 | Consolidated Portfolio Review Corp | 117,863 | $7.90M | 1.8% | +12.3% | 1.593% | |
1/29/2024 | ORG Partners LLC | 135,699 | $9.10M | 1.5% | N/A | 1.834% | |
1/29/2024 | Perigon Wealth Management LLC | 25,056 | $1.68M | 0.1% | N/A | 0.339% | |
1/26/2024 | CKW Financial Group | 425,674 | $28.55M | 4.0% | -0.6% | 5.752% | |
1/24/2024 | Stratos Wealth Partners LTD. | 5,813 | $390K | 0.0% | -84.8% | 0.079% | |
1/24/2024 | Stratos Wealth Advisors LLC | 5,320 | $357K | 0.0% | +20.9% | 0.072% | |
1/22/2024 | Princeton Global Asset Management LLC | 11,746 | $788K | 0.2% | -2.2% | 0.159% | |