11/1/2024 | Assetmark Inc. | 555,992 | $18.98M | 0.1% | -3.6% | 2.808% | |
10/31/2024 | Portside Wealth Group LLC | 17,377 | $593K | 0.1% | +10.4% | 0.088% | |
10/31/2024 | Walkner Condon Financial Advisors LLC | 102,476 | $3.50M | 0.7% | +3.3% | 0.518% | |
10/30/2024 | Tobias Financial Advisors Inc. | 111,668 | $3.81M | 0.8% | -1.0% | 0.564% | |
10/30/2024 | Austin Private Wealth LLC | 22,264 | $760K | 0.1% | +6.3% | 0.112% | |
10/30/2024 | Landmark Wealth Management LLC | 10,444 | $356K | 0.2% | -2.9% | 0.053% | |
|
10/29/2024 | Farther Finance Advisors LLC | 4,865 | $166K | 0.0% | +178.8% | 0.025% | |
10/28/2024 | Austin Wealth Management LLC | 20,982 | $703K | 0.2% | -1.6% | 0.106% | |
10/25/2024 | Valmark Advisers Inc. | 40,347 | $1.38M | 0.0% | +0.9% | 0.204% | |
10/25/2024 | Worth Financial Advisory Group LLC | 12,290 | $419K | 0.2% | +8.5% | 0.062% | |
10/24/2024 | Hibernia Wealth Partners LLC | 51,095 | $1.74M | 0.5% | -17.8% | 0.258% | |
10/24/2024 | Richardson Financial Services Inc. | 23,148 | $736K | 0.5% | +1.8% | 0.117% | |
10/24/2024 | Modera Wealth Management LLC | 18,301 | $625K | 0.0% | +43.0% | 0.092% | |
10/22/2024 | McAdam LLC | 74,638 | $2.55M | 0.1% | -0.8% | 0.377% | |
10/22/2024 | Private Advisor Group LLC | 140,271 | $4.79M | 0.0% | -2.5% | 0.708% | |
10/21/2024 | Raleigh Capital Management Inc. | 26,322 | $898K | 0.3% | +8.3% | 0.133% | |
10/21/2024 | CarsonAllaria Wealth Management Ltd. | 122,865 | $4.19M | 2.4% | -5.2% | 0.621% | |
10/21/2024 | Castleview Partners LLC | 2,624 | $90K | 0.0% | -27.4% | 0.013% | |
10/21/2024 | Trilogy Capital Inc. | 100,204 | $3.42M | 0.2% | +7.3% | 0.506% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 17,114 | $584K | 0.1% | +6.6% | 0.086% | |
10/17/2024 | Richard W. Paul & Associates LLC | 4,306 | $147K | 0.1% | -8.3% | 0.022% | |
10/17/2024 | Aspiriant LLC | 6,294 | $215K | 0.0% | N/A | 0.032% | |
10/16/2024 | Global Retirement Partners LLC | 101,093 | $3.45M | 0.1% | +27.8% | 0.511% | |
10/16/2024 | Probity Advisors Inc. | 31,891 | $1.09M | 0.2% | -1.8% | 0.161% | |
10/16/2024 | Annapolis Financial Services LLC | 119,352 | $4.07M | 1.2% | -1.2% | 0.603% | |
10/16/2024 | Asset Dedication LLC | 10,507 | $359K | 0.0% | -21.3% | 0.053% | |
10/11/2024 | Iams Wealth Management LLC | 6,923 | $236K | 0.1% | N/A | 0.035% | |
10/11/2024 | Creative Planning | 370,700 | $12.65M | 0.0% | -4.5% | 1.872% | |
10/8/2024 | CWM LLC | 3,320 | $113K | 0.0% | -46.9% | 0.017% | |
10/8/2024 | Advance Capital Management Inc. | 8,626 | $294K | 0.0% | -4.6% | 0.044% | |
10/8/2024 | Mather Group LLC. | 30,743 | $1.05M | 0.0% | -8.4% | 0.155% | |
10/5/2024 | Corrigan Financial Inc. | 297,141 | $10.14M | 2.3% | -1.5% | 1.501% | |
10/3/2024 | Park Avenue Securities LLC | 189,624 | $6.47M | 0.1% | +3.7% | 0.958% | |
9/5/2024 | Sanctuary Advisors LLC | 26,810 | $841K | 0.0% | N/A | 0.135% | |
8/22/2024 | Cetera Investment Advisers | 502,979 | $15.97M | 0.0% | +0.1% | 2.540% | |
8/16/2024 | Wallace Advisory Group LLC | 7,186 | $228K | 0.2% | -10.0% | 0.036% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 30,995 | $984K | 0.0% | -12.7% | 0.157% | |
8/16/2024 | NewEdge Advisors LLC | 62,718 | $1.99M | 0.0% | +5.2% | 0.317% | |
8/16/2024 | Creative Planning | 388,293 | $12.32M | 0.0% | -3.3% | 1.961% | |
8/16/2024 | Ascent Group LLC | 18,042 | $573K | 0.0% | -6.6% | 0.091% | |
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8/14/2024 | Bank of Montreal Can | 35,555 | $1.16M | 0.0% | +0.9% | 0.180% | |
8/13/2024 | AE Wealth Management LLC | 28,808 | $914K | 0.0% | +4.8% | 0.145% | |
8/12/2024 | Richardson Financial Services Inc. | 22,732 | $722K | 0.5% | +1.7% | 0.115% | |
8/12/2024 | Blair William & Co. IL | 21,028 | $667K | 0.0% | -1.8% | 0.106% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 22,789 | $723K | 0.0% | -10.0% | 0.115% | |
8/10/2024 | Axxcess Wealth Management LLC | 22,609 | $718K | 0.0% | +1.7% | 0.114% | |
8/9/2024 | One Capital Management LLC | 18,144 | $576K | 0.0% | -19.4% | 0.092% | |
8/8/2024 | Envestnet Asset Management Inc. | 768,839 | $24.40M | 0.0% | 0.0% | 3.883% | |
8/8/2024 | LPL Financial LLC | 1,027,428 | $32.61M | 0.0% | +2.9% | 5.189% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 16,059 | $510K | 0.1% | -6.2% | 0.081% | |
8/6/2024 | Ballentine Partners LLC | 55,535 | $1.76M | 0.0% | -2.8% | 0.280% | |
8/6/2024 | Cullen Frost Bankers Inc. | 263,739 | $8.37M | 0.1% | -10.9% | 1.332% | |
8/6/2024 | Valtinson Bruner Financial Planning LLC | 9,139 | $290K | 0.1% | -9.0% | 0.046% | |
8/6/2024 | Savant Capital LLC | 101,541 | $3.22M | 0.0% | -3.2% | 0.513% | |
8/6/2024 | Weil Company Inc. | 36,496 | $1.16M | 0.4% | +28.6% | 0.184% | |
8/5/2024 | Private Advisor Group LLC | 143,809 | $4.57M | 0.0% | +836.3% | 0.726% | |
8/5/2024 | N.E.W. Advisory Services LLC | 425,770 | $13.51M | 1.5% | -1.3% | 2.150% | |
8/2/2024 | Larson Financial Group LLC | 17,085 | $542K | 0.0% | -22.2% | 0.086% | |
8/2/2024 | Aveo Capital Partners LLC | 20,797 | $660K | 0.1% | +5.9% | 0.105% | |
8/1/2024 | TIAA Trust National Association | 280,320 | $8.90M | 0.0% | -15.8% | 1.416% | |
8/1/2024 | Valmark Advisers Inc. | 39,987 | $1.27M | 0.0% | +2.9% | 0.202% | |
7/31/2024 | Spire Wealth Management | 27,076 | $859K | 0.0% | +3.9% | 0.137% | |
7/31/2024 | Sage Mountain Advisors LLC | 1,217 | $39K | 0.0% | +405.0% | 0.006% | |
7/31/2024 | Commonwealth Equity Services LLC | 119,699 | $3.80M | 0.0% | -3.1% | 0.605% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 27,600 | $876K | 0.0% | +15.9% | 0.139% | |
7/30/2024 | Global Financial Private Client LLC | 12,697 | $403K | 0.2% | +2.5% | 0.064% | |
7/29/2024 | Crewe Advisors LLC | 2,804 | $89K | 0.0% | -24.3% | 0.014% | |
7/26/2024 | Walkner Condon Financial Advisors LLC | 99,202 | $3.15M | 0.7% | +6.2% | 0.501% | |
7/26/2024 | Worth Financial Advisory Group LLC | 11,324 | $359K | 0.2% | +9.7% | 0.057% | |
7/26/2024 | Harbour Investments Inc. | 45,785 | $1.45M | 0.0% | +14.9% | 0.231% | |
7/25/2024 | Upper Left Wealth Management LLC | 33,341 | $1.06M | 1.0% | -4.6% | 0.168% | |
7/24/2024 | McAdam LLC | 75,244 | $2.39M | 0.1% | -3.6% | 0.380% | |
7/22/2024 | Atria Wealth Solutions Inc. | 56,394 | $1.79M | 0.0% | +258.9% | 0.285% | |
7/22/2024 | CarsonAllaria Wealth Management Ltd. | 129,631 | $4.11M | 2.5% | -1.3% | 0.655% | |
7/22/2024 | Eagle Bluffs Wealth Management LLC | 93,943 | $2.98M | 1.7% | +1.1% | 0.474% | |
7/20/2024 | Continuum Advisory LLC | 3,137 | $100K | 0.0% | -37.2% | 0.016% | |
7/20/2024 | Accredited Investors Inc. | 41,782 | $1.33M | 0.1% | -0.8% | 0.211% | |
7/18/2024 | Portside Wealth Group LLC | 15,747 | $500K | 0.1% | -3.1% | 0.080% | |
7/18/2024 | Pure Financial Advisors LLC | 85,977 | $2.73M | 0.1% | -7.3% | 0.434% | |
7/17/2024 | Annapolis Financial Services LLC | 120,853 | $3.84M | 1.2% | +0.3% | 0.610% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 333,999 | $10.60M | 0.0% | +22.8% | 1.687% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 29,647 | $941K | 0.0% | -13.1% | 0.150% | |
7/15/2024 | Aspire Private Capital LLC | 83,011 | $2.64M | 0.7% | +3.7% | 0.419% | |
7/15/2024 | RFG Advisory LLC | 35,181 | $1.12M | 0.0% | -1.2% | 0.178% | |
7/13/2024 | Austin Private Wealth LLC | 20,948 | $665K | 0.1% | +3.0% | 0.106% | |
7/10/2024 | Csenge Advisory Group | 16,475 | $523K | 0.0% | +3.1% | 0.083% | |
7/10/2024 | Simplicity Wealth LLC | 30,613 | $972K | 0.0% | +2.6% | 0.155% | |
7/9/2024 | Park Avenue Securities LLC | 182,848 | $5.80M | 0.1% | +5.3% | 0.923% | |
5/24/2024 | Cetera Advisor Networks LLC | 469,300 | $15.24M | 0.1% | +0.3% | 2.370% | |
5/24/2024 | Cetera Advisors LLC | 16,024 | $520K | 0.0% | -14.8% | 0.081% | |
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5/24/2024 | Cetera Investment Advisers | 502,317 | $16.32M | 0.0% | +2,721.2% | 2.537% | |
5/23/2024 | Austin Wealth Management LLC | 21,732 | $704K | 0.2% | -3.8% | 0.110% | |
5/15/2024 | Ascent Group LLC | 19,315 | $627K | 0.1% | -4.8% | 0.098% | |
5/14/2024 | Axxcess Wealth Management LLC | 22,236 | $722K | 0.0% | +36.0% | 0.112% | |
5/14/2024 | CreativeOne Wealth LLC | 16,988 | $552K | 0.0% | -4.8% | 0.086% | |
5/14/2024 | Crewe Advisors LLC | 3,704 | $120K | 0.0% | +3,461.5% | 0.019% | |
5/14/2024 | Pitcairn Co. | 20,833 | $677K | 0.0% | N/A | 0.105% | |
5/10/2024 | Osaic Holdings Inc. | 371,919 | $12.08M | 0.0% | +180.4% | 1.878% | |
5/10/2024 | TIAA Trust National Association | 333,072 | $10.82M | 0.0% | +0.7% | 1.682% | |
5/10/2024 | Nicolet Advisory Services LLC | 10,025 | $325K | 0.0% | -8.6% | 0.051% | |