12/26/2024 | JPMorgan Chase & Co. | 3,155,431 | $75.07M | 0.0% | +10.6% | 6.330% | |
11/15/2024 | Continuum Advisory LLC | 24,343 | $558K | 0.1% | -3.1% | 0.049% | |
11/15/2024 | Integrated Wealth Concepts LLC | 61,724 | $1.47M | 0.0% | +13.6% | 0.124% | |
11/14/2024 | Captrust Financial Advisors | 12,469 | $297K | 0.0% | N/A | 0.025% | |
11/13/2024 | Fisher Asset Management LLC | 835,668 | $19.88M | 0.0% | -19.7% | 1.676% | |
11/8/2024 | First Horizon Advisors Inc. | 12,325 | $293K | 0.0% | +12.2% | 0.025% | |
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10/29/2024 | Janney Montgomery Scott LLC | 111,231 | $2.65M | 0.0% | +0.6% | 0.224% | |
8/14/2024 | EverSource Wealth Advisors LLC | 32,528 | $754K | 0.0% | N/A | 0.067% | |
8/7/2024 | Invera Wealth Advisors LLC | 213,681 | $4.92M | 5.0% | +8.6% | 0.440% | |
7/31/2024 | Farther Finance Advisors LLC | 25,644 | $577K | 0.0% | +12.5% | 0.053% | |
7/27/2024 | Strategic Blueprint LLC | 15,803 | $359K | 0.0% | +6.1% | 0.033% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 218,223 | $4.96M | 0.0% | +24.3% | 0.450% | |
7/26/2024 | Bank of New York Mellon Corp | 343,328 | $7.80M | 0.0% | -3.0% | 0.710% | |
7/16/2024 | GPS Wealth Strategies Group LLC | 3,229 | $73K | 0.0% | +57.8% | 0.007% | |
7/16/2024 | ORG Partners LLC | 2,358 | $53K | 0.0% | N/A | 0.005% | |
7/2/2024 | Transcend Capital Advisors LLC | 13,634 | $310K | 0.0% | +4.3% | 0.028% | |
5/17/2024 | Comerica Bank | 10,410 | $239K | 0.0% | +31.1% | 0.022% | |
5/14/2024 | Payden & Rygel Investment Group | 30,697 | $706K | 0.0% | N/A | 0.064% | |
5/13/2024 | Rockport Wealth LLC | 10,127 | $233K | 0.1% | N/A | 0.021% | |
5/1/2024 | Janney Montgomery Scott LLC | 105,057 | $2.42M | 0.0% | +41.5% | 0.219% | |
4/25/2024 | Klaas Financial Asset Advisors LLC | 98,730 | $2.27M | 0.5% | +6.5% | 0.207% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 175,496 | $4.04M | 0.0% | +12.6% | 0.367% | |
4/23/2024 | Morton Brown Family Wealth LLC | 4,293 | $99K | 0.0% | +57.1% | 0.009% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 9,104 | $209K | 0.0% | +39.5% | 0.019% | |
4/23/2024 | Strategic Blueprint LLC | 14,889 | $342K | 0.0% | +5.9% | 0.031% | |
4/22/2024 | Invera Wealth Advisors LLC | 196,745 | $4.39M | 3.7% | -4.2% | 0.412% | |
3/5/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 155,854 | $3.63M | 0.0% | +10.0% | 0.348% | |
2/8/2024 | Janney Montgomery Scott LLC | 74,255 | $1.73M | 0.0% | +42.4% | 0.166% | |
2/6/2024 | Fisher Asset Management LLC | 833,367 | $19.39M | 0.0% | +2.2% | 1.862% | |
2/5/2024 | Transcend Capital Advisors LLC | 9,652 | $225K | 0.0% | N/A | 0.022% | |
1/29/2024 | ORG Partners LLC | 2,346 | $55K | 0.0% | +39.6% | 0.005% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,317 | $100K | 0.0% | N/A | 0.010% | |
1/25/2024 | Strategic Blueprint LLC | 14,063 | $327K | 0.0% | +6.3% | 0.031% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 8,846 | $206K | 0.0% | +6.8% | 0.018% | |
1/2/2024 | IMPACTfolio LLC | 322,400 | $7.50M | 4.9% | -1.8% | 0.641% | |
11/15/2023 | Baker Avenue Asset Management LP | 13,000 | $283K | 0.0% | +55.2% | 0.026% | |
11/15/2023 | Ameriprise Financial Inc. | 10,157,754 | $221.02M | 0.1% | +58.0% | 20.194% | |
11/13/2023 | Sugarloaf Wealth Management LLC | 6,524 | $142K | 0.0% | -46.5% | 0.013% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 180,155 | $3.92M | 0.0% | +14.1% | 0.358% | |
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11/8/2023 | Payden & Rygel Investment Group | 30,697 | $668K | 0.0% | N/A | 0.061% | |
11/8/2023 | Janney Montgomery Scott LLC | 52,147 | $1.14M | 0.0% | -18.0% | 0.104% | |
11/3/2023 | ORG Partners LLC | 1,681 | $37K | 0.0% | -22.0% | 0.003% | |
10/27/2023 | First Horizon Advisors Inc. | 9,037 | $197K | 0.0% | -6.2% | 0.018% | |
10/24/2023 | Bank of New York Mellon Corp | 374,689 | $8.15M | 0.0% | +721.4% | 0.766% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 141,727 | $3.08M | 0.0% | +11.7% | 0.290% | |
10/23/2023 | Commonwealth Equity Services LLC | 135,694 | $2.95M | 0.0% | +10.5% | 0.277% | |
10/18/2023 | Strategic Blueprint LLC | 13,225 | $288K | 0.0% | -24.7% | 0.027% | |
10/16/2023 | ETF Portfolio Partners Inc. | 12,084 | $263K | 0.1% | +11.9% | 0.025% | |
10/10/2023 | Wells Financial Advisors INC | 8,935 | $194K | 0.2% | +14.0% | 0.018% | |
9/12/2023 | Farther Finance Advisors LLC | 14,169 | $322K | 0.1% | +146.2% | 0.029% | |
8/14/2023 | MML Investors Services LLC | 411,501 | $9.36M | 0.1% | +5.6% | 0.853% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 157,924 | $3.59M | 0.0% | +18.4% | 0.327% | |
8/11/2023 | JPMorgan Chase & Co. | 985,697 | $22.42M | 0.0% | +810.1% | 2.043% | |
8/8/2023 | Fisher Asset Management LLC | 768,857 | $17.48M | 0.0% | +9.6% | 1.585% | |
8/8/2023 | Archer Investment Corp | 2,016 | $46K | 0.0% | +46.4% | 0.004% | |
8/3/2023 | First Horizon Advisors Inc. | 9,638 | $219K | 0.0% | +13.4% | 0.020% | |
7/28/2023 | Retirement Income Solutions Inc | 20,818 | $473K | 0.1% | +26.3% | 0.043% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 10,574 | $240K | 0.0% | -42.9% | 0.022% | |
7/26/2023 | Janney Montgomery Scott LLC | 63,628 | $1.45M | 0.0% | +22.8% | 0.130% | |
7/25/2023 | UMB Bank n.a. | 43,106 | $980K | 0.0% | N/A | 0.088% | |
7/17/2023 | Long Run Wealth Advisors LLC | 87,839 | $2.00M | 0.6% | -2.6% | 0.184% | |
7/17/2023 | Patriot Financial Group Insurance Agency LLC | 28,736 | $653K | 0.1% | +11.1% | 0.060% | |
7/17/2023 | Marshall Financial Group LLC | 17,438 | $397K | 0.1% | +4.8% | 0.036% | |
7/17/2023 | Procyon Advisors LLC | 25,158 | $572K | 0.1% | +7.7% | 0.053% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 126,929 | $2.89M | 0.0% | +41.1% | 0.278% | |
7/11/2023 | ETF Portfolio Partners Inc. | 10,802 | $246K | 0.1% | +7.1% | 0.024% | |
5/22/2023 | Ameriprise Financial Inc. | 6,383,203 | $146.90M | 0.0% | -6.9% | 14.624% | |
5/15/2023 | Financial Gravity Asset Management Inc. | 18,254 | $417K | 0.0% | N/A | 0.042% | |
5/12/2023 | Topel & Distasi Wealth Management LLC | 49,164 | $1.13M | 0.6% | +32.8% | 0.113% | |
5/12/2023 | Sound View Wealth Advisors Group LLC | 17,566 | $404K | 0.1% | N/A | 0.040% | |
5/12/2023 | MML Investors Services LLC | 389,538 | $8.97M | 0.1% | +57.2% | 0.892% | |
5/12/2023 | MONECO Advisors LLC | 20,660 | $475K | 0.1% | N/A | 0.047% | |
5/11/2023 | U.S. Capital Wealth Advisors LLC | 9,629 | $222K | 0.0% | N/A | 0.022% | |
5/11/2023 | M&T Bank Corp | 55,276 | $1.27M | 0.0% | -7.5% | 0.127% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 89,952 | $2.07M | 0.0% | +17.0% | 0.206% | |
5/11/2023 | Envestnet Asset Management Inc. | 8,689,007 | $199.98M | 0.1% | +62.8% | 19.906% | |
5/11/2023 | Commonwealth Equity Services LLC | 111,669 | $2.57M | 0.0% | +6.6% | 0.256% | |
5/11/2023 | Wealth Alliance | 17,317 | $399K | 0.1% | +65.1% | 0.040% | |
5/10/2023 | Ascent Group LLC | 13,073 | $301K | 0.0% | N/A | 0.030% | |
5/10/2023 | Resources Investment Advisors LLC. | 21,895 | $504K | 0.0% | N/A | 0.050% | |
5/10/2023 | LPL Financial LLC | 451,288 | $10.39M | 0.0% | +46.0% | 1.034% | |
5/9/2023 | Wade G W & Inc. | 9,181 | $211K | 0.0% | N/A | 0.021% | |
5/9/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 35,392 | $815K | 0.0% | +9.7% | 0.081% | |
5/9/2023 | Bigelow Investment Advisors LLC | 10,385 | $239K | 0.1% | N/A | 0.024% | |
5/9/2023 | Wedbush Securities Inc. | 13,392 | $308K | 0.0% | +42.1% | 0.031% | |
5/8/2023 | MGO One Seven LLC | 19,929 | $459K | 0.0% | N/A | 0.046% | |
5/8/2023 | Tempus Wealth Planning LLC | 10,845 | $250K | 0.1% | -32.7% | 0.025% | |
5/8/2023 | WealthShield Partners LLC | 51,305 | $1.18M | 0.2% | +24.9% | 0.118% | |
5/8/2023 | Buttonwood Financial Group LLC | 10,926 | $251K | 0.3% | N/A | 0.025% | |
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5/8/2023 | Bailard Inc. | 61,766 | $1.42M | 0.1% | -26.2% | 0.142% | |
5/5/2023 | Truist Financial Corp | 34,764 | $800K | 0.0% | -18.2% | 0.080% | |
5/5/2023 | Assetmark Inc. | 64,153 | $1.48M | 0.0% | +111.7% | 0.147% | |
5/5/2023 | Capital Analysts LLC | 4,732 | $109K | 0.0% | +74.3% | 0.011% | |
5/5/2023 | Retirement Income Solutions Inc | 16,488 | $379K | 0.1% | N/A | 0.038% | |
5/5/2023 | Cobblestone Capital Advisors LLC NY | 29,680 | $683K | 0.1% | +28.3% | 0.068% | |
5/4/2023 | MA Private Wealth | 8,990 | $207K | 0.1% | N/A | 0.021% | |
5/4/2023 | Wharton Business Group LLC | 13,360 | $307K | 0.0% | +5.0% | 0.031% | |
5/4/2023 | Acorns Advisers LLC | 683,019 | $15.72M | 0.2% | +10.9% | 1.565% | |
5/3/2023 | Perigon Wealth Management LLC | 133,142 | $3.06M | 0.2% | +102.5% | 0.305% | |