| 5/30/2024 | Peninsula Wealth LLC | 15,211 | $875K | 0.1% | -28.2% | 0.031% | |
| 5/24/2024 | Cetera Advisors LLC | 11,790 | $678K | 0.0% | N/A | 0.024% | |
| 5/24/2024 | Cetera Investment Advisers | 191,797 | $11.04M | 0.0% | +35.3% | 0.394% | |
| 5/17/2024 | Comerica Bank | 11,233 | $646K | 0.0% | +27.7% | 0.023% | |
| 5/16/2024 | Jane Street Group LLC | 350,698 | $20.18M | 0.0% | +3,083.8% | 0.720% | |
| 5/16/2024 | B. Riley Wealth Advisors Inc. | 4,767 | $261K | 0.0% | +8.9% | 0.010% | |
|
| 5/15/2024 | Manhattan West Asset Management LLC | 430,837 | $24.79M | 5.9% | -1.2% | 0.885% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 26,175 | $1.51M | 0.1% | -56.0% | 0.054% | |
| 5/14/2024 | EP Wealth Advisors LLC | 1,262,648 | $72.65M | 0.8% | -0.3% | 2.593% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 74,978 | $4.31M | 0.2% | -0.8% | 0.154% | |
| 5/14/2024 | Mattern Capital Management LLC | 10,674 | $614K | 0.1% | +3.0% | 0.022% | |
| 5/13/2024 | Safeguard Investment Advisory Group LLC | 22,857 | $1.32M | 0.4% | -13.3% | 0.047% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 25,625 | $1.47M | 0.0% | +41.2% | 0.053% | |
| 5/10/2024 | TIAA Trust National Association | 641,580 | $36.92M | 0.1% | +2.4% | 1.317% | |
| 5/10/2024 | First Foundation Advisors | 556,424 | $32.02M | 1.3% | +34.3% | 1.143% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 22,377 | $1.29M | 0.0% | -6.4% | 0.046% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 6,763 | $389K | 0.0% | -4.8% | 0.014% | |
| 5/9/2024 | SageView Advisory Group LLC | 3,580 | $206K | 0.0% | -20.9% | 0.007% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 9,582,583 | $551.38M | 0.8% | +5.5% | 19.677% | |
| 5/8/2024 | Bell Investment Advisors Inc | 54,874 | $3.16M | 0.6% | +7.9% | 0.113% | |
| 5/8/2024 | West Wealth Group LLC | 128,045 | $7.37M | 2.7% | N/A | 0.263% | |
| 5/8/2024 | Neumann Capital Management LLC | 24,020 | $1.38M | 0.5% | +57.8% | 0.049% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 18,458 | $1.06M | 0.0% | +3.1% | 0.038% | |
| 5/8/2024 | US Bancorp DE | 28,199 | $1.62M | 0.0% | +23.9% | 0.058% | |
| 5/7/2024 | Sei Investments Co. | 190,316 | $10.95M | 0.0% | +5.4% | 0.391% | |
| 5/7/2024 | Atomi Financial Group Inc. | 32,876 | $1.89M | 0.2% | +58.4% | 0.068% | |
| 5/7/2024 | Facet Wealth Inc. | 463,495 | $26.46M | 0.9% | +60.3% | 0.952% | |
| 5/7/2024 | Topel & Distasi Wealth Management LLC | 16,993 | $978K | 0.4% | +55.8% | 0.035% | |
| 5/7/2024 | Oppenheimer & Co. Inc. | 3,595 | $207K | 0.0% | -34.9% | 0.007% | |
| 5/7/2024 | PFG Advisors | 6,077 | $350K | 0.0% | +25.6% | 0.012% | |
| 5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 26,449 | $1.52M | 0.0% | -10.9% | 0.054% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 84,689 | $4.87M | 0.0% | +45.7% | 0.174% | |
| 5/4/2024 | Gould Asset Management LLC CA | 31,520 | $1.81M | 0.4% | +16.0% | 0.065% | |
| 5/4/2024 | One Degree Advisors Inc | 16,871 | $971K | 0.5% | +4.7% | 0.035% | |
| 5/3/2024 | Catalina Capital Group LLC | 5,174 | $298K | 0.1% | N/A | 0.011% | |
| 5/3/2024 | Rinkey Investments | 111,367 | $6.41M | 2.3% | +1.4% | 0.230% | |
| 5/3/2024 | Whittier Trust Co. | 74,205 | $4.27M | 0.1% | +20.0% | 0.153% | |
| 5/2/2024 | RiverFront Investment Group LLC | 9,752 | $561K | 0.0% | N/A | 0.020% | |
| 5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 16,306 | $938K | 0.0% | N/A | 0.034% | |
| 5/2/2024 | Choreo LLC | 114,332 | $6.58M | 0.2% | -1.7% | 0.236% | |
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad) In January 2021, Donald Trump silently rolled out a special gift to the American public…
One that top house republicans called “The Key To America’s Economic Future”. You just have to make this simple move before July 30, 2024. |
| 5/1/2024 | Mission Wealth Management LP | 112,885 | $6.50M | 0.2% | -0.7% | 0.233% | |
| 4/30/2024 | Curtis Advisory Group LLC | 22,030 | $1.27M | 0.5% | +12.1% | 0.045% | |
| 4/29/2024 | Commonwealth Equity Services LLC | 125,707 | $7.23M | 0.0% | +15.5% | 0.259% | |
| 4/29/2024 | RWA Wealth Partners LLC | 333,737 | $19.20M | 0.3% | +0.4% | 0.688% | |
| 4/29/2024 | Brio Consultants LLC | 304,140 | $17.50M | 3.0% | +9.2% | 0.627% | |
| 4/29/2024 | Bradley & Co. Private Wealth Management LLC | 3,205 | $184K | 0.1% | -19.6% | 0.007% | |
| 4/27/2024 | Tenon Financial LLC | 12,798 | $736K | 0.6% | N/A | 0.026% | |
| 4/26/2024 | Aspen Investment Management Inc | 6,962 | $401K | 0.2% | N/A | 0.014% | |
| 4/25/2024 | Lodestar Private Asset Management LLC | 68,941 | $3.97M | 0.6% | +3.3% | 0.142% | |
| 4/24/2024 | Spire Wealth Management | 3,026 | $174K | 0.0% | +15.9% | 0.006% | |
| 4/23/2024 | Global Retirement Partners LLC | 2,142 | $123K | 0.0% | -28.7% | 0.004% | |
| 4/23/2024 | Creative Capital Management Investments LLC | 53,570 | $3.08M | 1.6% | +2.0% | 0.110% | |
| 4/23/2024 | Raymond James Financial Services Advisors Inc. | 166,774 | $9.60M | 0.0% | +4.5% | 0.344% | |
| 4/19/2024 | Spinnaker Investment Group LLC | 57,401 | $3.30M | 0.9% | +10.4% | 0.118% | |
| 4/19/2024 | Westside Investment Management Inc. | 40,020 | $2.30M | 0.6% | +0.9% | 0.083% | |
| 4/19/2024 | True Link Financial Advisors LLC | 10,300 | $593K | 0.1% | N/A | 0.021% | |
| 4/18/2024 | Myecfo LLC | 206,092 | $11.85M | 7.0% | +7.3% | 0.425% | |
| 4/18/2024 | Shira Ridge Wealth Management | 6,018 | $346K | 0.2% | +4.4% | 0.012% | |
| 4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 12,373 | $712K | 0.2% | +38.3% | 0.026% | |
| 4/18/2024 | Raub Brock Capital Management LP | 408,745 | $23.52M | 5.0% | -2.4% | 0.843% | |
| 4/18/2024 | Miracle Mile Advisors LLC | 157,945 | $9.09M | 0.2% | -49.1% | 0.326% | |
| 4/18/2024 | RHS Financial LLC | 36,349 | $2.09M | 1.2% | +56.0% | 0.091% | |
| 4/18/2024 | Omega Financial Group LLC | 60,997 | $3.51M | 1.4% | +4.9% | 0.153% | |
| 4/18/2024 | SteelPeak Wealth LLC | 60,225 | $3.47M | 0.2% | +11.0% | 0.152% | |
| 4/16/2024 | DeDora Capital Inc. | 42,414 | $2.44M | 0.8% | +2.7% | 0.087% | |
| 4/16/2024 | Client First Capital LLC | 5,871 | $338K | 0.2% | -9.4% | 0.015% | |
| 4/16/2024 | Towerpoint Wealth LLC | 27,184 | $1.56M | 0.8% | -1.1% | 0.068% | |
| 4/16/2024 | Chesley Taft & Associates LLC | 5,100 | $293K | 0.0% | N/A | 0.013% | |
| 4/16/2024 | Wealth Enhancement Advisory Services LLC | 9,767 | $562K | 0.0% | +2.1% | 0.025% | |
| 4/16/2024 | First National Bank Sioux Falls | 6,000 | $345K | 0.2% | N/A | 0.015% | |
| 4/15/2024 | Wealthcare Advisory Partners LLC | 10,302 | $593K | 0.0% | +53.4% | 0.026% | |
| 4/15/2024 | Northeast Financial Group Inc. | 6,509 | $375K | 0.2% | +39.3% | 0.016% | |
| 4/15/2024 | Atlas Capital Advisors LLC | 5,599 | $322K | 0.1% | -17.9% | 0.014% | |
| 4/15/2024 | Ehrlich Financial Group | 56,641 | $3.26M | 2.7% | +42.9% | 0.142% | |
| 4/13/2024 | Affinity Capital Advisors LLC | 96,107 | $5.53M | 1.2% | +47.6% | 0.242% | |
| 4/12/2024 | Dynamic Advisor Solutions LLC | 84,821 | $4.88M | 0.2% | -0.5% | 0.213% | |
| 4/12/2024 | McNaughton Wealth Management LLC | 23,235 | $1.34M | 0.7% | +3.2% | 0.058% | |
| 4/12/2024 | Navalign LLC | 107,904 | $6.21M | 2.1% | +6.0% | 0.271% | |
| 4/12/2024 | Southland Equity Partners LLC | 4,318 | $248K | 0.1% | N/A | 0.011% | |
| 4/11/2024 | Paragon Capital Management Ltd | 4,327 | $249K | 0.0% | +23.3% | 0.011% | |
| 4/10/2024 | Apella Capital LLC | 25,747 | $1.47M | 0.1% | -2.5% | 0.065% | |
| 4/10/2024 | Wedmont Private Capital | 23,978 | $1.37M | 0.1% | +4.8% | 0.060% | |
| 4/5/2024 | GAMMA Investing LLC | 790 | $45K | 0.0% | +32.3% | 0.002% | |
| 4/5/2024 | VERITY Wealth Advisors | 10,915 | $628K | 0.5% | -41.9% | 0.027% | |
| 4/4/2024 | Boltwood Capital Management | 24,560 | $1.41M | 0.4% | +0.8% | 0.062% | |
| 3/21/2024 | Ariston Services Group | 17,588 | $1.02M | 1.0% | N/A | 0.044% | |
| 3/19/2024 | Warren Street Wealth Advisors LLC | 55,478 | $3.21M | 1.8% | -1.6% | 0.140% | |
| 3/15/2024 | B. Riley Wealth Advisors Inc. | 4,379 | $254K | 0.0% | -8.1% | 0.011% | |
| 3/6/2024 | SageView Advisory Group LLC | 4,527 | $261K | 0.0% | N/A | 0.011% | |
| 3/5/2024 | Fisher Asset Management LLC | 12,101 | $701K | 0.0% | +22.1% | 0.030% | |
Trump’s Gift Could Unleash $51 Billion in New Wealth (Ad) In January 2021, Donald Trump silently rolled out a special gift to the American public…
One that top house republicans called “The Key To America’s Economic Future”. You just have to make this simple move before July 30, 2024. |
| 2/28/2024 | EP Wealth Advisors LLC | 1,266,277 | $73.37M | 0.9% | +191.2% | 3.186% | |
| 2/15/2024 | Bell Investment Advisors Inc | 50,846 | $2.95M | 0.6% | +4.3% | 0.128% | |
| 2/14/2024 | LM Advisors LLC | 17,266 | $1M | 0.2% | N/A | 0.043% | |
| 2/14/2024 | Vantage Financial Partners Ltd. Inc. | 4,300 | $249K | 0.1% | N/A | 0.011% | |
| 2/13/2024 | Exencial Wealth Advisors LLC | 4,292 | $249K | 0.0% | N/A | 0.011% | |
| 2/13/2024 | Cetera Advisor Networks LLC | 105,926 | $6.14M | 0.0% | +5.2% | 0.266% | |
| 2/13/2024 | Fairview Capital Investment Management LLC | 59,475 | $3.45M | 0.2% | +16.8% | 0.150% | |
| 2/12/2024 | Manhattan West Asset Management LLC | 436,230 | $25.28M | 7.1% | -0.1% | 1.097% | |
| 2/12/2024 | Parallel Advisors LLC | 90,684 | $5.25M | 0.2% | +0.5% | 0.228% | |
| 2/12/2024 | Ndwm LLC | 7,438 | $431K | 0.4% | N/A | 0.019% | |
