11/15/2024 | Executive Wealth Management LLC | 13,717 | $831K | 0.1% | N/A | 0.098% | |
11/15/2024 | Orion Portfolio Solutions LLC | 38,614 | $2.34M | 0.1% | -10.7% | 0.277% | |
11/15/2024 | Integrated Wealth Concepts LLC | 4,553 | $276K | 0.0% | +22.3% | 0.033% | |
11/14/2024 | Rockefeller Capital Management L.P. | 22,930 | $1.39M | 0.0% | +3.6% | 0.164% | |
11/13/2024 | FMR LLC | 846,651 | $51.31M | 0.0% | +3.2% | 6.069% | |
11/12/2024 | Cerity Partners LLC | 7,060 | $428K | 0.0% | N/A | 0.051% | |
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11/8/2024 | Darwin Wealth Management LLC | 19,035 | $1.15M | 0.3% | N/A | 0.136% | |
11/8/2024 | First Horizon Advisors Inc. | 3,524 | $214K | 0.0% | N/A | 0.025% | |
11/7/2024 | Thrivent Financial for Lutherans | 575,998 | $34.91M | 0.1% | +3.5% | 4.129% | |
11/6/2024 | Spectrum Investment Advisors Inc. | 13,364 | $810K | 0.6% | +4.5% | 0.096% | |
11/6/2024 | Bouvel Investment Partners LLC | 50,132 | $3.04M | 1.1% | -1.2% | 0.359% | |
11/6/2024 | Kovack Advisors Inc. | 4,731 | $287K | 0.0% | N/A | 0.034% | |
11/4/2024 | Sigma Planning Corp | 20,438 | $1.24M | 0.0% | +3.5% | 0.147% | |
11/1/2024 | Primoris Wealth Advisors LLC | 33,171 | $2.01M | 1.4% | -0.9% | 0.238% | |
11/1/2024 | Assetmark Inc. | 2,657 | $161K | 0.0% | -6.7% | 0.019% | |
10/30/2024 | Clarity Capital Partners LLC | 10,634 | $644K | 0.4% | +6.5% | 0.076% | |
10/29/2024 | Cedar Point Capital Partners LLC | 51,487 | $3.12M | 2.1% | +1.4% | 0.369% | |
10/29/2024 | Forbes Financial Planning Inc. | 99,950 | $6.06M | 4.4% | +8.5% | 0.716% | |
10/25/2024 | Mutual Advisors LLC | 33,674 | $2.07M | 0.1% | +2.3% | 0.241% | |
10/25/2024 | Valmark Advisers Inc. | 26,507 | $1.61M | 0.0% | -5.1% | 0.190% | |
10/24/2024 | Patriot Financial Group Insurance Agency LLC | 54,979 | $3.33M | 0.4% | +6.9% | 0.394% | |
10/24/2024 | Fischer Investment Strategies LLC | 125,695 | $7.62M | 6.6% | +24.4% | 0.901% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,477 | $696K | 0.0% | +1.7% | 0.082% | |
10/22/2024 | Private Advisor Group LLC | 7,284 | $441K | 0.0% | +19.3% | 0.052% | |
10/18/2024 | Commonwealth Equity Services LLC | 897,295 | $54.38M | 0.1% | +25.5% | 6.432% | |
10/16/2024 | Prism Advisors Inc. | 159,812 | $9.69M | 2.8% | -63.6% | 1.146% | |
10/15/2024 | PFG Advisors | 47,778 | $2.90M | 0.2% | +1.2% | 0.342% | |
10/11/2024 | Creative Planning | 118,384 | $7.17M | 0.0% | -0.6% | 0.849% | |
10/9/2024 | Quotient Wealth Partners LLC | 9,391 | $569K | 0.0% | +29.4% | 0.067% | |
10/8/2024 | Atomi Financial Group Inc. | 8,596 | $521K | 0.0% | +28.6% | 0.062% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 163,423 | $9.90M | 0.3% | +3.6% | 1.171% | |
10/5/2024 | Halpern Financial Inc. | 155,686 | $9.37M | 2.4% | -10.9% | 1.116% | |
10/3/2024 | Unique Wealth LLC | 32,675 | $1.98M | 0.5% | N/A | 0.234% | |
8/22/2024 | Cetera Investment Advisers | 100,006 | $5.76M | 0.0% | +5.1% | 0.717% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,336 | $192K | 0.0% | +8.7% | 0.024% | |
8/16/2024 | Creative Planning | 119,120 | $6.86M | 0.0% | -0.4% | 0.854% | |
8/16/2024 | Clarity Asset Management Inc. | 2,266 | $130K | 0.1% | -10.2% | 0.016% | |
8/14/2024 | Fischer Investment Strategies LLC | 101,077 | $5.82M | 5.7% | +2.3% | 0.725% | |
8/13/2024 | Thrivent Financial for Lutherans | 556,692 | $32.06M | 0.1% | +7.5% | 3.991% | |
8/13/2024 | AE Wealth Management LLC | 71,606 | $4.12M | 0.0% | +16.4% | 0.513% | |
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8/8/2024 | Envestnet Asset Management Inc. | 1,104,243 | $63.59M | 0.0% | +15.7% | 7.916% | |
8/8/2024 | Thoroughbred Financial Services LLC | 8,057 | $463K | 0.0% | +72.9% | 0.058% | |
8/8/2024 | Condor Capital Management | 95,862 | $5.52M | 0.5% | +5.3% | 0.687% | |
8/8/2024 | PFG Advisors | 47,203 | $2.72M | 0.2% | +7.9% | 0.338% | |
8/7/2024 | Vantage Financial Partners LLC | 23,038 | $1.33M | 0.3% | N/A | 0.165% | |
8/6/2024 | Cullen Frost Bankers Inc. | 552 | $32K | 0.0% | N/A | 0.004% | |
8/1/2024 | Primoris Wealth Advisors LLC | 33,471 | $1.93M | 1.5% | +2.6% | 0.240% | |
8/1/2024 | Valmark Advisers Inc. | 27,928 | $1.61M | 0.0% | -8.1% | 0.200% | |
7/31/2024 | Commonwealth Equity Services LLC | 714,872 | $41.17M | 0.1% | +10.3% | 5.125% | |
7/31/2024 | Americana Partners LLC | 10,255 | $591K | 0.0% | -44.1% | 0.074% | |
7/29/2024 | Ameritas Advisory Services LLC | 13,193 | $760K | 0.0% | -2.6% | 0.095% | |
7/27/2024 | Strategic Blueprint LLC | 3,794 | $218K | 0.0% | -8.4% | 0.027% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 51,409 | $2.96M | 0.4% | +7.0% | 0.369% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 71,151 | $4.10M | 0.0% | -1.7% | 0.510% | |
7/26/2024 | Atomi Financial Group Inc. | 6,684 | $385K | 0.0% | N/A | 0.048% | |
7/25/2024 | Forbes Financial Planning Inc. | 92,118 | $5.31M | 4.2% | +13.8% | 0.660% | |
7/24/2024 | Quotient Wealth Partners LLC | 7,256 | $418K | 0.0% | N/A | 0.052% | |
7/24/2024 | LVZ Inc. | 37,164 | $2.14M | 0.3% | -8.6% | 0.266% | |
7/24/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,105 | $236K | 0.0% | +16.7% | 0.029% | |
7/22/2024 | Atria Wealth Solutions Inc. | 31,005 | $1.79M | 0.0% | +31.4% | 0.222% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 9,853 | $567K | 0.0% | +138.5% | 0.071% | |
7/16/2024 | Cedar Point Capital Partners LLC | 50,790 | $2.93M | 2.2% | +3.0% | 0.364% | |
7/16/2024 | Foguth Wealth Management LLC. | 5,905 | $340K | 0.1% | -7.6% | 0.042% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 157,688 | $9.08M | 0.3% | -14.2% | 1.130% | |
7/10/2024 | Prism Advisors Inc. | 438,882 | $25.27M | 7.7% | -2.1% | 3.146% | |
7/9/2024 | Halpern Financial Inc. | 174,649 | $10.06M | 2.8% | -1.4% | 1.252% | |
5/24/2024 | Cetera Advisors LLC | 17,339 | $989K | 0.0% | +19.9% | 0.124% | |
5/24/2024 | Cetera Investment Advisers | 95,114 | $5.43M | 0.0% | +64.8% | 0.682% | |
5/22/2024 | Cedar Point Capital Partners LLC | 49,300 | $2.81M | 2.1% | +4.1% | 0.353% | |
5/17/2024 | Comerica Bank | 2,182 | $125K | 0.0% | +33.7% | 0.016% | |
5/10/2024 | Osaic Holdings Inc. | 365,167 | $20.84M | 0.0% | -24.1% | 2.618% | |
5/9/2024 | Orion Portfolio Solutions LLC | 46,694 | $2.66M | 0.0% | -17.4% | 0.335% | |
5/9/2024 | Condor Capital Management | 91,015 | $5.19M | 0.5% | +4.6% | 0.652% | |
5/8/2024 | Thoroughbred Financial Services LLC | 4,661 | $265K | 0.0% | N/A | 0.033% | |
5/7/2024 | Primoris Wealth Advisors LLC | 32,611 | $1.86M | 1.5% | +15.1% | 0.235% | |
5/7/2024 | PFG Advisors | 43,737 | $2.50M | 0.2% | +34.8% | 0.315% | |
5/7/2024 | Spectrum Investment Advisors Inc. | 12,676 | $723K | 0.5% | +5.2% | 0.091% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,132 | $236K | 0.0% | -92.3% | 0.030% | |
5/6/2024 | CFO4Life Group LLC | 4,712 | $269K | 0.0% | -21.3% | 0.034% | |
5/6/2024 | Custos Family Office LLC | 222,364 | $12.69M | 6.5% | +1.2% | 1.600% | |
5/3/2024 | Clarity Capital Partners LLC | 9,655 | $551K | 0.4% | +108.9% | 0.069% | |
5/2/2024 | Mutual Advisors LLC | 39,213 | $2.24M | 0.1% | -6.4% | 0.282% | |
4/30/2024 | J.W. Cole Advisors Inc. | 8,055 | $460K | 0.0% | +6.1% | 0.058% | |
4/30/2024 | Hartline Investment Corp | 3,519 | $201K | 0.0% | N/A | 0.025% | |
4/30/2024 | Forbes Financial Planning Inc. | 80,940 | $4.62M | 4.0% | +12.7% | 0.582% | |
4/29/2024 | Commonwealth Equity Services LLC | 648,056 | $36.97M | 0.1% | +34.7% | 4.662% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 72,372 | $4.13M | 0.0% | -0.7% | 0.521% | |
4/24/2024 | Childress Capital Advisors LLC | 3,727 | $213K | 0.1% | N/A | 0.027% | |
4/23/2024 | Rational Advisors LLC | 21,393 | $1.22M | 0.1% | N/A | 0.154% | |
4/22/2024 | Altfest L J & Co. Inc. | 57,218 | $3.26M | 0.5% | +5.3% | 0.412% | |
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4/17/2024 | Foguth Wealth Management LLC. | 6,393 | $365K | 0.2% | N/A | 0.062% | |
4/17/2024 | Vicus Capital | 4,417 | $252K | 0.0% | -8.6% | 0.043% | |
4/16/2024 | Indiana Trust & Investment Management CO | 1,677 | $96K | 0.0% | N/A | 0.016% | |
4/16/2024 | Bouvel Investment Partners LLC | 50,422 | $2.88M | 1.2% | -0.9% | 0.487% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 183,866 | $10.49M | 0.4% | +6.8% | 1.776% | |
4/12/2024 | Traynor Capital Management Inc. | 46,878 | $2.67M | 0.2% | -15.8% | 0.453% | |
4/10/2024 | Signal Advisors Wealth LLC | 6,393 | $365K | 0.1% | +59.1% | 0.062% | |
4/9/2024 | Halpern Financial Inc. | 177,079 | $10.02M | 2.9% | -2.5% | 1.711% | |
4/5/2024 | Prism Advisors Inc. | 448,153 | $25.57M | 7.7% | +1.8% | 4.330% | |
2/20/2024 | Clarity Capital Partners LLC | 4,622 | $245K | 0.2% | N/A | 0.045% | |