11/1/2024 | Atria Investments Inc | 16,546 | $356K | 0.0% | +12.5% | 0.023% | |
11/1/2024 | Objective Capital Management LLC | 12,196 | $262K | 0.2% | N/A | 0.017% | |
10/31/2024 | Concurrent Investment Advisors LLC | 40,285 | $866K | 0.0% | +289.0% | 0.055% | |
10/31/2024 | Family Asset Management LLC | 34,540 | $743K | 0.4% | -5.4% | 0.047% | |
10/30/2024 | Auour Investments LLC | 11,011 | $228K | 0.1% | +5.8% | 0.015% | |
10/28/2024 | Rosenberg Matthew Hamilton | 9,041 | $194K | 0.1% | +16.5% | 0.012% | |
|
10/25/2024 | MONECO Advisors LLC | 136,467 | $2.93M | 0.4% | N/A | 0.187% | |
10/24/2024 | Concord Wealth Partners | 5,384 | $116K | 0.0% | +11.1% | 0.007% | |
10/24/2024 | Sound Stewardship LLC | 9,811 | $211K | 0.1% | -16.3% | 0.013% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 852,302 | $18.32M | 0.0% | -3.5% | 1.166% | |
10/23/2024 | Legacy Wealth Asset Management LLC | 36,352 | $782K | 0.2% | -2.2% | 0.050% | |
10/23/2024 | Blackston Financial Advisory Group LLC | 9,804 | $211K | 0.1% | N/A | 0.013% | |
10/23/2024 | Boyd Watterson Asset Management LLC OH | 1,435 | $31K | 0.0% | +79.4% | 0.002% | |
10/22/2024 | Private Advisor Group LLC | 78,850 | $1.70M | 0.0% | +4.0% | 0.108% | |
10/21/2024 | Stewardship Advisors LLC | 31,081 | $668K | 0.2% | -90.9% | 0.043% | |
10/18/2024 | Raymond James & Associates | 240,142 | $5.16M | 0.0% | +21.4% | 0.329% | |
10/18/2024 | Net Worth Advisory Group | 27,680 | $595K | 0.2% | N/A | 0.038% | |
10/16/2024 | Probity Advisors Inc. | 128,887 | $2.77M | 0.5% | -20.5% | 0.176% | |
10/16/2024 | Vontobel Holding Ltd. | 397,297 | $8.54M | 0.0% | -1.9% | 0.543% | |
10/16/2024 | SeaCrest Wealth Management LLC | 60,336 | $1.30M | 0.1% | -5.9% | 0.083% | |
10/16/2024 | Proquility Private Wealth Partners LLC | 11,565 | $249K | 0.1% | -16.7% | 0.016% | |
10/11/2024 | Iams Wealth Management LLC | 9,689 | $208K | 0.1% | N/A | 0.013% | |
10/10/2024 | Annex Advisory Services LLC | 28,825 | $620K | 0.0% | -7.3% | 0.039% | |
10/10/2024 | Simplicity Wealth LLC | 22,794 | $490K | 0.0% | -72.1% | 0.031% | |
10/9/2024 | Worth Asset Management LLC | 21,982 | $473K | 0.3% | +76.0% | 0.030% | |
10/8/2024 | Omega Financial Group LLC | 106,465 | $2.29M | 0.9% | -5.5% | 0.146% | |
10/8/2024 | Versant Capital Management Inc | 138,508 | $2.98M | 0.7% | +5.9% | 0.189% | |
10/5/2024 | Great Waters Wealth Management | 26,945 | $579K | 0.1% | -5.0% | 0.037% | |
9/5/2024 | Sanctuary Advisors LLC | 62,706 | $1.24M | 0.0% | N/A | 0.086% | |
8/21/2024 | Truist Financial Corp | 10,101 | $202K | 0.0% | N/A | 0.014% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 16,824 | $336K | 0.0% | N/A | 0.023% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,799 | $76K | 0.0% | +15.8% | 0.005% | |
8/15/2024 | Oliver Lagore Vanvalin Investment Group | 76,365 | $1.53M | 0.4% | -24.1% | 0.104% | |
8/14/2024 | Evergreen Capital Management LLC | 292,327 | $5.85M | 0.2% | N/A | 0.400% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 45,675 | $913K | 0.0% | -30.1% | 0.062% | |
8/12/2024 | RPg Family Wealth Advisory LLC | 15,954 | $319K | 0.1% | +17.9% | 0.022% | |
8/10/2024 | Financial & Tax Architects LLC | 749,598 | $14.99M | 4.0% | +5.0% | 1.025% | |
8/9/2024 | Renaissance Technologies LLC | 50,200 | $1.00M | 0.0% | -50.9% | 0.069% | |
8/9/2024 | SigFig Wealth Management LLC | 167,779 | $3.36M | 0.1% | +6.6% | 0.230% | |
8/8/2024 | Prosperity Consulting Group LLC | 52,208 | $1.04M | 0.1% | -29.7% | 0.071% | |
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8/8/2024 | Envestnet Asset Management Inc. | 177,501 | $3.55M | 0.0% | -8.4% | 0.243% | |
8/6/2024 | Towercrest Capital Management | 255,438 | $5.11M | 0.8% | +3.8% | 0.349% | |
8/5/2024 | Private Advisor Group LLC | 75,820 | $1.52M | 0.0% | +237.6% | 0.104% | |
8/3/2024 | National Bank of Canada FI | 106,122 | $2.10M | 0.0% | +0.7% | 0.145% | |
8/2/2024 | Wolverine Asset Management LLC | 8,703 | $174K | 0.0% | +39.9% | 0.012% | |
8/2/2024 | Endowment Wealth Management Inc. | 30,278 | $606K | 0.4% | +2.4% | 0.041% | |
8/1/2024 | Family Asset Management LLC | 36,508 | $730K | 0.5% | -8.4% | 0.050% | |
7/31/2024 | Commonwealth Equity Services LLC | 62,203 | $1.24M | 0.0% | -10.8% | 0.085% | |
7/31/2024 | Concurrent Investment Advisors LLC | 10,357 | $207K | 0.0% | N/A | 0.014% | |
7/31/2024 | Private Ocean LLC | 116,110 | $2.32M | 0.2% | -26.9% | 0.159% | |
7/30/2024 | International Assets Investment Management LLC | 2,381 | $48K | 0.0% | N/A | 0.003% | |
7/27/2024 | Rosenberg Matthew Hamilton | 7,761 | $154K | 0.0% | -31.8% | 0.011% | |
7/26/2024 | Bank of New York Mellon Corp | 374,287 | $7.49M | 0.0% | +0.4% | 0.512% | |
7/25/2024 | First Heartland Consultants Inc. | 14,142 | $283K | 0.0% | N/A | 0.019% | |
7/22/2024 | Fifth Third Bancorp | 113,137 | $2.26M | 0.0% | +19.3% | 0.155% | |
7/22/2024 | SeaCrest Wealth Management LLC | 64,118 | $1.28M | 0.1% | -4.7% | 0.088% | |
7/20/2024 | Apollon Wealth Management LLC | 1,355,618 | $27.11M | 0.8% | +1.3% | 1.854% | |
7/19/2024 | Raymond James & Associates | 197,808 | $3.96M | 0.0% | +58.7% | 0.271% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 882,758 | $17.66M | 0.0% | -5.9% | 1.208% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 16,899 | $338K | 0.0% | +4.1% | 0.023% | |
7/15/2024 | RFG Advisory LLC | 88,135 | $1.76M | 0.1% | +16.7% | 0.121% | |
7/12/2024 | Alliance Wealth Management Group | 232,210 | $4.64M | 1.3% | +3.3% | 0.318% | |
7/12/2024 | Omega Financial Group LLC | 112,670 | $2.25M | 0.9% | -6.9% | 0.154% | |
7/12/2024 | Annex Advisory Services LLC | 31,100 | $622K | 0.0% | -8.0% | 0.043% | |
7/11/2024 | Worth Asset Management LLC | 12,490 | $250K | 0.1% | -19.5% | 0.017% | |
7/10/2024 | Simplicity Wealth LLC | 81,645 | $1.63M | 0.0% | +198.1% | 0.112% | |
7/10/2024 | Stewardship Advisors LLC | 340,238 | $6.81M | 2.2% | +5.4% | 0.465% | |
7/9/2024 | Great Waters Wealth Management | 28,368 | $567K | 0.1% | -7.4% | 0.039% | |
7/8/2024 | Versant Capital Management Inc | 130,739 | $2.62M | 0.7% | +1.1% | 0.179% | |
5/30/2024 | Peninsula Wealth LLC | 224,859 | $4.60M | 0.6% | N/A | 0.308% | |
5/24/2024 | Cetera Advisors LLC | 14,652 | $300K | 0.0% | +7.4% | 0.020% | |
5/17/2024 | Comerica Bank | 9,785 | $200K | 0.0% | -33.7% | 0.013% | |
5/17/2024 | Coppell Advisory Solutions Corp. | 187,922 | $3.85M | 0.7% | N/A | 0.257% | |
5/17/2024 | Tidal Investments LLC | 35,027 | $717K | 0.0% | +5.8% | 0.048% | |
5/16/2024 | Jane Street Group LLC | 1,580,847 | $32.34M | 0.0% | N/A | 2.163% | |
5/16/2024 | Waverly Advisors LLC | 306,905 | $6.28M | 0.1% | N/A | 0.420% | |
5/13/2024 | Windham Capital Management LLC | 110,997 | $2.27M | 1.8% | -0.9% | 0.152% | |
5/10/2024 | Towercrest Capital Management | 246,080 | $5.04M | 0.8% | -4.2% | 0.337% | |
5/9/2024 | Endowment Wealth Management Inc. | 29,569 | $605K | 0.5% | +8.7% | 0.040% | |
5/8/2024 | Financial & Tax Architects LLC | 713,763 | $14.60M | 4.0% | +7.8% | 0.976% | |
5/2/2024 | Alliance Wealth Management Group | 224,859 | $4.60M | 1.3% | -4.3% | 0.308% | |
5/1/2024 | Auour Investments LLC | 10,471 | $214K | 0.1% | N/A | 0.014% | |
5/1/2024 | Prosperity Consulting Group LLC | 74,286 | $1.52M | 0.2% | N/A | 0.102% | |
5/1/2024 | Mission Wealth Management LP | 63,592 | $1.30M | 0.0% | -2.5% | 0.087% | |
4/30/2024 | Concord Wealth Partners | 4,844 | $99K | 0.0% | +5,532.6% | 0.007% | |
4/30/2024 | Perigon Wealth Management LLC | 93,626 | $1.92M | 0.1% | -1.8% | 0.128% | |
4/30/2024 | Commonwealth Equity Services LLC | 69,705 | $1.43M | 0.0% | +4.8% | 0.095% | |
4/24/2024 | Simplicity Wealth LLC | 27,387 | $560K | 0.0% | +24.4% | 0.037% | |
4/23/2024 | Fifth Third Bancorp | 94,801 | $1.94M | 0.0% | +6.9% | 0.129% | |
4/23/2024 | Duncker Streett & Co. Inc. | 15,764 | $323K | 0.1% | -3.6% | 0.021% | |
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4/23/2024 | Revisor Wealth Management LLC | 19,183 | $394K | 0.2% | N/A | 0.026% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 237,100 | $4.85M | 0.0% | +6.0% | 0.322% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 35,786 | $732K | 0.2% | +2.7% | 0.049% | |
4/18/2024 | SeaCrest Wealth Management LLC | 67,288 | $1.38M | 0.2% | +165.5% | 0.091% | |
4/18/2024 | Omega Financial Group LLC | 121,057 | $2.48M | 1.0% | +1.0% | 0.164% | |
4/17/2024 | Trilogy Capital Inc. | 301,000 | $6.16M | 0.4% | +0.7% | 0.409% | |
4/17/2024 | Private Ocean LLC | 158,932 | $3.25M | 0.3% | -46.2% | 0.216% | |
4/16/2024 | OneAscent Financial Services LLC | 21,226 | $434K | 0.0% | +24.0% | 0.029% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 938,538 | $19.20M | 0.0% | -1.4% | 1.275% | |
4/15/2024 | Sound Income Strategies LLC | 5,893 | $121K | 0.0% | -28.0% | 0.008% | |