11/15/2024 | Executive Wealth Management LLC | 1,069,571 | $50.61M | 4.0% | N/A | 6.522% | |
11/15/2024 | Orion Portfolio Solutions LLC | 5,764 | $273K | 0.0% | -4.2% | 0.035% | |
11/15/2024 | Jane Street Group LLC | 13,118 | $621K | 0.0% | -47.1% | 0.080% | |
11/15/2024 | Redwood Investment Management LLC | 7,007 | $332K | 0.0% | +10.3% | 0.043% | |
11/15/2024 | HighTower Advisors LLC | 65,382 | $3.09M | 0.0% | +12.1% | 0.399% | |
11/12/2024 | Centaurus Financial Inc. | 5,548 | $263K | 0.0% | N/A | 0.034% | |
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11/12/2024 | Kingsview Wealth Management LLC | 11,133 | $527K | 0.0% | +30.8% | 0.068% | |
11/12/2024 | CFS Investment Advisory Services LLC | 19,801 | $937K | 0.1% | +2.4% | 0.121% | |
11/8/2024 | Spectrum Planning & Advisory Services Inc. | 13,692 | $648K | 0.6% | +18.1% | 0.083% | |
11/7/2024 | Theory Financial LLC | 6,742 | $309K | 0.1% | +23.2% | 0.041% | |
11/6/2024 | OneDigital Investment Advisors LLC | 414,289 | $19.60M | 0.2% | N/A | 2.526% | |
11/5/2024 | Haverford Trust Co | 18,251 | $864K | 0.0% | -8.2% | 0.111% | |
11/4/2024 | Arvest Investments Inc. | 698,351 | $33.05M | 5.0% | -0.2% | 4.258% | |
10/31/2024 | Channel Wealth LLC | 181,035 | $8.57M | 2.8% | +18.6% | 1.104% | |
10/30/2024 | Maia Wealth LLC | 7,296 | $336K | 0.1% | +6.4% | 0.044% | |
10/30/2024 | Avidian Wealth Enterprises LLC | 4,696 | $222K | 0.0% | -33.6% | 0.029% | |
10/30/2024 | Austin Private Wealth LLC | 45,818 | $2.17M | 0.2% | +2.4% | 0.279% | |
10/29/2024 | White Pine Investment CO | 141,547 | $6.70M | 1.8% | +2.2% | 0.863% | |
10/28/2024 | Creative Financial Designs Inc. ADV | 9,295 | $440K | 0.0% | +1,545.1% | 0.057% | |
10/28/2024 | Principal Securities Inc. | 273,406 | $12.94M | 0.3% | +0.5% | 1.667% | |
10/28/2024 | Stephens Inc. AR | 484,423 | $22.92M | 0.3% | +0.7% | 2.954% | |
10/24/2024 | Bristlecone Advisors LLC | 51,045 | $2.42M | 0.2% | +6.5% | 0.311% | |
10/23/2024 | Allworth Financial LP | 212,446 | $10.05M | 0.1% | -5.8% | 1.295% | |
10/23/2024 | FFG Retirement Advisors LLC | 73,046 | $3.46M | 2.3% | N/A | 0.445% | |
10/22/2024 | Private Advisor Group LLC | 14,102 | $667K | 0.0% | +34.7% | 0.086% | |
10/22/2024 | My Legacy Advisors LLC | 6,721 | $318K | 0.1% | -22.2% | 0.041% | |
10/21/2024 | Horst & Graben Wealth Management LLC | 38,958 | $1.84M | 0.3% | +4.4% | 0.238% | |
10/17/2024 | Claro Advisors LLC | 15,727 | $811K | 0.1% | +111.4% | 0.096% | |
10/16/2024 | One Wealth Advisors LLC | 30,444 | $1.44M | 0.2% | N/A | 0.186% | |
10/16/2024 | Destiny Wealth Partners LLC | 250,028 | $11.83M | 2.1% | +5.0% | 1.525% | |
10/7/2024 | Alpha Financial Partners LLC | 13,610 | $644K | 0.5% | N/A | 0.083% | |
9/11/2024 | Newbridge Financial Services Group Inc. | 1,383 | $63K | 0.0% | +39.0% | 0.008% | |
9/5/2024 | Sanctuary Advisors LLC | 29,911 | $1.33M | 0.0% | N/A | 0.182% | |
8/22/2024 | Cetera Investment Advisers | 190,724 | $8.63M | 0.0% | +4.0% | 1.163% | |
8/16/2024 | Regal Investment Advisors LLC | 112,878 | $5.11M | 0.3% | -3.6% | 0.688% | |
8/14/2024 | Semmax Financial Advisors Inc. | 817 | $38K | 0.0% | N/A | 0.005% | |
8/13/2024 | AE Wealth Management LLC | 17,256 | $781K | 0.0% | N/A | 0.105% | |
8/8/2024 | Envestnet Asset Management Inc. | 672,437 | $30.43M | 0.0% | +6.1% | 4.100% | |
8/8/2024 | LPL Financial LLC | 1,413,325 | $63.95M | 0.0% | +2.1% | 8.618% | |
8/6/2024 | Clearwater Capital Advisors LLC | 115,828 | $5.24M | 0.6% | +4.0% | 0.706% | |
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8/1/2024 | West Wealth Group LLC | 12,018 | $544K | 0.2% | N/A | 0.073% | |
8/1/2024 | Claro Advisors LLC | 7,441 | $337K | 0.1% | N/A | 0.045% | |
7/31/2024 | Commonwealth Equity Services LLC | 25,253 | $1.14M | 0.0% | +22.6% | 0.154% | |
7/31/2024 | Legacy Advisors LLC | 8,344 | $378K | 0.0% | +15.1% | 0.051% | |
7/26/2024 | Harbour Investments Inc. | 2,948 | $133K | 0.0% | N/A | 0.018% | |
7/26/2024 | Patriot Financial Group Insurance Agency LLC | 4,950 | $224K | 0.0% | N/A | 0.030% | |
7/26/2024 | Bank of New York Mellon Corp | 28,961 | $1.31M | 0.0% | +4.3% | 0.177% | |
7/26/2024 | Bristlecone Advisors LLC | 47,926 | $2.17M | 0.2% | -0.5% | 0.292% | |
7/25/2024 | TNF LLC | 18,678 | $849K | 0.3% | N/A | 0.114% | |
7/25/2024 | Destiny Wealth Partners LLC | 238,076 | $10.77M | 1.9% | +0.3% | 1.452% | |
7/24/2024 | White Pine Investment CO | 138,458 | $6.27M | 1.8% | +7.3% | 0.844% | |
7/24/2024 | Herold Advisors Inc. | 7,878 | $356K | 0.1% | -8.3% | 0.048% | |
7/24/2024 | My Legacy Advisors LLC | 8,637 | $391K | 0.1% | N/A | 0.053% | |
7/23/2024 | Horst & Graben Wealth Management LLC | 37,305 | $1.69M | 0.3% | N/A | 0.227% | |
7/22/2024 | Atria Wealth Solutions Inc. | 39,423 | $1.78M | 0.0% | -1.0% | 0.240% | |
7/19/2024 | Western Financial Corp CA | 4,457 | $202K | 0.1% | N/A | 0.027% | |
7/19/2024 | Spectrum Planning & Advisory Services Inc. | 11,592 | $526K | 0.5% | N/A | 0.071% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 188,367 | $8.52M | 0.0% | +1.2% | 1.149% | |
7/16/2024 | Maia Wealth LLC | 6,857 | $313K | 0.1% | N/A | 0.042% | |
7/13/2024 | Austin Private Wealth LLC | 44,750 | $2.03M | 0.2% | N/A | 0.273% | |
7/12/2024 | Diversify Advisory Services LLC | 12,040 | $548K | 0.0% | N/A | 0.073% | |
7/11/2024 | Manning & Napier Advisors LLC | 240,728 | $10.89M | 0.1% | N/A | 1.468% | |
7/5/2024 | Stokes Family Office LLC | 17,056 | $772K | 0.1% | +16.1% | 0.104% | |
7/2/2024 | Transcend Capital Advisors LLC | 4,452 | $201K | 0.0% | N/A | 0.027% | |
5/24/2024 | Cetera Advisors LLC | 10,916 | $500K | 0.0% | N/A | 0.067% | |
5/24/2024 | Cetera Investment Advisers | 183,343 | $8.40M | 0.0% | +429.4% | 1.118% | |
5/9/2024 | Kingsview Wealth Management LLC | 8,270 | $379K | 0.0% | N/A | 0.050% | |
5/9/2024 | Clearwater Capital Advisors LLC | 111,379 | $5.10M | 0.5% | +9.3% | 0.679% | |
5/7/2024 | Stokes Family Office LLC | 14,694 | $673K | 0.1% | -88.5% | 0.090% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 186,055 | $8.52M | 0.0% | +244.7% | 1.141% | |
5/3/2024 | Avidian Wealth Solutions LLC | 8,300 | $380K | 0.0% | +30.8% | 0.051% | |
4/30/2024 | Private Advisor Group LLC | 12,069 | $553K | 0.0% | +99.0% | 0.074% | |
4/30/2024 | Perigon Wealth Management LLC | 5,018 | $230K | 0.0% | N/A | 0.031% | |
4/30/2024 | Commonwealth Equity Services LLC | 20,592 | $943K | 0.0% | +36.3% | 0.126% | |
4/27/2024 | White Pine Investment CO | 129,052 | $5.91M | 1.7% | +5.9% | 0.792% | |
4/23/2024 | Global Retirement Partners LLC | 2,835 | $130K | 0.0% | +381.3% | 0.017% | |
4/22/2024 | Bristlecone Advisors LLC | 48,177 | $2.21M | 0.2% | -4.1% | 0.296% | |
4/19/2024 | Arvest Investments Inc. | 687,992 | $31.50M | 5.0% | +1.7% | 4.950% | |
4/17/2024 | Criterion Capital Advisors LLC | 343,597 | $15.73M | 10.5% | +9.6% | 2.472% | |
4/9/2024 | Destiny Wealth Partners LLC | 237,342 | $10.87M | 1.9% | +5.6% | 1.707% | |
3/4/2024 | Vima LLC | 1,451 | $67K | 0.2% | N/A | 0.010% | |
3/1/2024 | Goldman Sachs Group Inc. | 3,518,627 | $162.91M | 0.0% | +11.6% | 25.314% | |
2/14/2024 | MGO One Seven LLC | 78,272 | $3.63M | 0.2% | N/A | 0.563% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 1,187 | $55K | 0.1% | N/A | 0.009% | |
2/13/2024 | Stephens Inc. AR | 481,083 | $22.28M | 0.4% | +0.6% | 3.461% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,518,627 | $162.91M | 0.0% | +11.6% | 25.314% | |
2/9/2024 | UBS Group AG | 199,325 | $9.23M | 0.0% | +571.8% | 1.434% | |
2/8/2024 | Haverford Trust Co | 19,879 | $921K | 0.0% | -3.0% | 0.143% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 53,978 | $2.50M | 0.0% | -0.7% | 0.388% | |
2/7/2024 | Principal Securities Inc. | 80,241 | $3.72M | 0.1% | N/A | 0.577% | |
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2/7/2024 | Clearwater Capital Advisors LLC | 101,902 | $4.72M | 0.5% | -11.0% | 0.733% | |
2/6/2024 | Private Advisor Group LLC | 6,065 | $281K | 0.0% | -5.5% | 0.044% | |
2/6/2024 | Spire Wealth Management | 2,582 | $118K | 0.0% | N/A | 0.019% | |
2/6/2024 | Avidian Wealth Solutions LLC | 6,345 | $294K | 0.0% | +12.0% | 0.046% | |
2/6/2024 | Stokes Family Office LLC | 128,031 | $5.93M | 0.8% | +34.4% | 0.921% | |
2/2/2024 | Atria Wealth Solutions Inc. | 13,543 | $629K | 0.0% | +51.1% | 0.097% | |
2/1/2024 | Criterion Capital Advisors LLC | 313,390 | $14.51M | 10.5% | N/A | 2.255% | |
1/26/2024 | Executive Wealth Management LLC | 911,339 | $42.20M | 4.0% | -2.7% | 6.556% | |
1/26/2024 | White Pine Investment CO | 121,820 | $5.64M | 1.8% | +36.9% | 0.876% | |
1/25/2024 | Bristlecone Advisors LLC | 50,220 | $2.33M | 0.2% | +51.2% | 0.361% | |