11/1/2024 | Atria Investments Inc | 171,103 | $5.38M | 0.1% | +2.8% | 0.475% | |
11/1/2024 | Seascape Capital Management | 14,677 | $461K | 0.2% | +3.8% | 0.041% | |
10/30/2024 | Foster & Motley Inc. | 537,332 | $16.89M | 1.1% | -3.9% | 1.493% | |
10/29/2024 | Citizens National Bank Trust Department | 146,109 | $4.59M | 1.0% | -2.2% | 0.406% | |
10/29/2024 | Farther Finance Advisors LLC | 140,093 | $4.40M | 0.2% | +7.8% | 0.389% | |
10/28/2024 | Wade Financial Advisory Inc | 261,917 | $8.23M | 2.8% | +5.0% | 0.728% | |
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10/28/2024 | US Bancorp DE | 4,177 | $131K | 0.0% | -22.8% | 0.012% | |
10/25/2024 | Edge Financial Advisors LLC | 39,588 | $1.24M | 1.1% | N/A | 0.110% | |
10/25/2024 | Diversify Advisory Services LLC | 62,081 | $1.88M | 0.1% | +9.1% | 0.172% | |
10/24/2024 | Smithbridge Asset Management Inc. DE | 72,990 | $2.29M | 0.4% | -0.9% | 0.203% | |
10/24/2024 | Capital Advisors Ltd. LLC | 14,286 | $449K | 0.1% | -9.2% | 0.040% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 13,500 | $424K | 0.0% | +33.6% | 0.038% | |
10/23/2024 | Allworth Financial LP | 2,162 | $68K | 0.0% | +23.7% | 0.006% | |
10/18/2024 | Raymond James & Associates | 968,463 | $30.44M | 0.0% | +9.1% | 2.690% | |
10/16/2024 | Halbert Hargrove Global Advisors LLC | 2,860,524 | $89.91M | 4.9% | +4.8% | 7.946% | |
10/15/2024 | Cabot Wealth Management Inc. | 52,542 | $1.65M | 0.2% | +6.8% | 0.146% | |
10/11/2024 | Creative Planning | 73,384 | $2.31M | 0.0% | -1.2% | 0.204% | |
10/8/2024 | CWM LLC | 1,518,649 | $47.73M | 0.2% | -4.0% | 4.218% | |
10/8/2024 | Atomi Financial Group Inc. | 1,148,379 | $36.09M | 2.2% | +56.2% | 3.190% | |
10/4/2024 | Thrive Wealth Management LLC | 405,070 | $12.73M | 2.3% | +1.3% | 1.125% | |
9/5/2024 | Sanctuary Advisors LLC | 347,020 | $10.16M | 0.1% | N/A | 0.964% | |
8/28/2024 | Kestra Investment Management LLC | 1,074,373 | $31.40M | 2.1% | N/A | 2.984% | |
8/19/2024 | EP Wealth Advisors LLC | 6,574 | $192K | 0.0% | -31.4% | 0.018% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 29,937 | $875K | 0.0% | +2.0% | 0.083% | |
8/16/2024 | NewEdge Advisors LLC | 52,325 | $1.53M | 0.0% | +381.5% | 0.145% | |
8/16/2024 | Creative Planning | 74,243 | $2.17M | 0.0% | -1.3% | 0.206% | |
8/16/2024 | Magnolia Capital Advisors LLC | 43,612 | $1.28M | 0.0% | +84.3% | 0.121% | |
8/15/2024 | AQR Capital Management LLC | 13,419 | $392K | 0.0% | N/A | 0.037% | |
8/15/2024 | AlTi Global Inc. | 118,643 | $3.47M | 0.1% | N/A | 0.330% | |
8/14/2024 | Wescott Financial Advisory Group LLC | 12,848 | $376K | 0.0% | -12.4% | 0.036% | |
8/14/2024 | Bank of Montreal Can | 101,100 | $2.98M | 0.0% | +1,416.4% | 0.281% | |
8/13/2024 | Callan Capital LLC | 810,687 | $23.70M | 2.0% | -3.4% | 2.252% | |
8/9/2024 | SigFig Wealth Management LLC | 118,335 | $3.46M | 0.1% | -0.8% | 0.329% | |
8/8/2024 | J.W. Cole Advisors Inc. | 12,012 | $351K | 0.0% | +3.7% | 0.033% | |
8/8/2024 | Envestnet Asset Management Inc. | 627,487 | $18.34M | 0.0% | +380.2% | 1.743% | |
8/8/2024 | Meridian Management Co. | 421,989 | $12.34M | 3.4% | -7.4% | 1.172% | |
8/8/2024 | Horizon Family Wealth Inc. | 124,865 | $3.65M | 2.8% | +2.2% | 0.347% | |
8/6/2024 | DDFG Inc | 192,057 | $5.61M | 1.7% | +1.9% | 0.533% | |
8/6/2024 | Clearwater Capital Advisors LLC | 1,757,938 | $51.39M | 5.4% | -1.0% | 4.883% | |
8/6/2024 | Savant Capital LLC | 35,086 | $1.03M | 0.0% | +6.2% | 0.097% | |
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8/3/2024 | Foster & Motley Inc. | 559,188 | $16.35M | 1.1% | -3.5% | 1.553% | |
8/1/2024 | Family Asset Management LLC | 3,539 | $103K | 0.1% | N/A | 0.010% | |
7/31/2024 | Farther Finance Advisors LLC | 130,013 | $3.82M | 0.2% | +12.8% | 0.361% | |
7/31/2024 | Sage Mountain Advisors LLC | 41,814 | $1.22M | 0.1% | -1.4% | 0.116% | |
7/31/2024 | Commonwealth Equity Services LLC | 109,106 | $3.19M | 0.0% | +4.8% | 0.303% | |
7/27/2024 | HB Wealth Management LLC | 7,961 | $233K | 0.0% | -23.2% | 0.022% | |
7/26/2024 | Atomi Financial Group Inc. | 735,081 | $21.49M | 1.6% | +65.4% | 2.042% | |
7/26/2024 | Signature Estate & Investment Advisors LLC | 88,330 | $2.58M | 0.1% | N/A | 0.245% | |
7/26/2024 | First Command Advisory Services Inc. | 512,745 | $14.99M | 0.2% | +17.7% | 1.424% | |
7/25/2024 | Wade Financial Advisory Inc | 249,395 | $7.29M | 2.6% | -2.1% | 0.693% | |
7/19/2024 | Raymond James & Associates | 887,746 | $25.95M | 0.0% | -1.6% | 2.466% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 10,106 | $295K | 0.0% | -25.1% | 0.028% | |
7/16/2024 | EWG Elevate Inc. | 18,688 | $546K | 0.2% | -9.8% | 0.052% | |
7/12/2024 | Cabot Wealth Management Inc. | 49,213 | $1.44M | 0.2% | +38.9% | 0.137% | |
7/12/2024 | Diversify Advisory Services LLC | 56,902 | $1.69M | 0.1% | -3.8% | 0.158% | |
7/10/2024 | CWM LLC | 1,581,473 | $46.23M | 0.2% | +26.9% | 4.393% | |
7/9/2024 | Arden Trust Co | 972,001 | $28.41M | 4.0% | -0.8% | 2.700% | |
7/5/2024 | Stokes Family Office LLC | 557,494 | $16.30M | 1.9% | +44.2% | 1.549% | |
5/24/2024 | Cetera Advisors LLC | 8,798 | $263K | 0.0% | -9.5% | 0.024% | |
5/21/2024 | Atria Investments Inc | 168,116 | $5.02M | 0.1% | +2.8% | 0.467% | |
5/16/2024 | Jane Street Group LLC | 563,641 | $16.82M | 0.0% | +367.8% | 1.566% | |
5/15/2024 | Flow Traders U.S. LLC | 133,770 | $3.99M | 0.2% | N/A | 0.372% | |
5/14/2024 | EP Wealth Advisors LLC | 9,585 | $286K | 0.0% | -3.9% | 0.027% | |
5/9/2024 | Kingsview Wealth Management LLC | 80,415 | $2.40M | 0.1% | -3.0% | 0.223% | |
5/9/2024 | Clearwater Capital Advisors LLC | 1,775,286 | $52.98M | 5.6% | +1.1% | 4.931% | |
5/9/2024 | SageView Advisory Group LLC | 2,332 | $70K | 0.0% | -89.0% | 0.006% | |
5/7/2024 | NorthRock Partners LLC | 8,932 | $267K | 0.0% | N/A | 0.025% | |
5/7/2024 | Atomi Financial Group Inc. | 444,423 | $13.26M | 1.2% | +1,211.9% | 1.235% | |
5/7/2024 | Stokes Family Office LLC | 386,624 | $11.54M | 1.4% | -38.7% | 1.074% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 73,548 | $2.20M | 0.5% | -1.2% | 0.204% | |
5/3/2024 | Callan Capital LLC | 839,419 | $25.05M | 2.2% | -2.7% | 2.332% | |
5/3/2024 | Meridian Management Co. | 455,903 | $13.60M | 3.7% | -1.7% | 1.266% | |
5/2/2024 | First Command Advisory Services Inc. | 435,674 | $13.00M | 0.1% | +3.9% | 1.210% | |
5/2/2024 | Magnolia Capital Advisors LLC | 23,666 | $679K | 0.6% | +4.4% | 0.066% | |
5/1/2024 | Janney Montgomery Scott LLC | 18,570 | $554K | 0.0% | -7.7% | 0.052% | |
5/1/2024 | Diversify Advisory Services LLC | 59,124 | $1.76M | 0.1% | N/A | 0.164% | |
4/30/2024 | HB Wealth Management LLC | 10,361 | $309K | 0.0% | -10.4% | 0.029% | |
4/29/2024 | Commonwealth Equity Services LLC | 104,082 | $3.11M | 0.0% | -1.8% | 0.289% | |
4/29/2024 | Brio Consultants LLC | 185,573 | $5.54M | 0.9% | -3.1% | 0.515% | |
4/25/2024 | Capital Investment Advisory Services LLC | 16,159 | $482K | 0.1% | -18.0% | 0.045% | |
4/23/2024 | Sage Mountain Advisors LLC | 42,412 | $1.27M | 0.1% | +0.9% | 0.122% | |
4/22/2024 | Raymond James & Associates | 902,407 | $26.93M | 0.0% | +3.7% | 2.601% | |
4/22/2024 | Edge Financial Advisors LLC | 38,912 | $1.16M | 1.0% | N/A | 0.112% | |
4/16/2024 | Lincoln Capital Corp | 137,693 | $4.11M | 1.8% | -0.5% | 0.397% | |
4/16/2024 | Thrive Wealth Management LLC | 399,906 | $11.93M | 2.5% | +5.2% | 1.152% | |
4/15/2024 | Orgel Wealth Management LLC | 8,691 | $259K | 0.0% | -38.2% | 0.025% | |
4/10/2024 | Inscription Capital LLC | 15,705 | $467K | 0.2% | +6.7% | 0.045% | |
4/10/2024 | EWG Elevate Inc. | 20,721 | $618K | 0.2% | -5.5% | 0.060% | |
4/3/2024 | Arden Trust Co | 979,984 | $29.24M | 4.1% | -0.2% | 2.808% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,549 | $71K | 0.0% | -36.2% | 0.007% | |
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3/6/2024 | SageView Advisory Group LLC | 21,143 | $598K | 0.0% | -28.7% | 0.061% | |
2/28/2024 | EP Wealth Advisors LLC | 9,971 | $279K | 0.0% | N/A | 0.029% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 46,431 | $1.30M | 0.2% | -20.8% | 0.133% | |
2/12/2024 | Avestar Capital LLC | 43,325 | $1.21M | 0.1% | +34.8% | 0.124% | |
2/12/2024 | Meridian Management Co. | 463,988 | $13.07M | 3.7% | -67.2% | 1.329% | |
2/9/2024 | Wade Financial Advisory Inc | 263,153 | $7.38M | 2.8% | -1.0% | 0.754% | |
2/9/2024 | SageView Advisory Group LLC | 21,143 | $598K | 0.0% | -28.7% | 0.061% | |
2/9/2024 | Frazier Financial Advisors LLC | 1,062 | $30K | 0.0% | N/A | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 2,527,879 | $70.86M | 0.1% | +0.6% | 7.243% | |
2/9/2024 | Wells Fargo & Company MN | 407,379 | $11.42M | 0.0% | +0.4% | 1.167% | |