10/25/2024 | SteelPeak Wealth LLC | 116,748 | $2.93M | 0.1% | -2.2% | 0.339% | |
10/25/2024 | Lodestar Private Asset Management LLC | 58,137 | $1.46M | 0.2% | -10.5% | 0.169% | |
10/24/2024 | Bristlecone Advisors LLC | 3,100 | $78K | 0.0% | N/A | 0.009% | |
10/24/2024 | Mattern Capital Management LLC | 24,763 | $621K | 0.1% | +2.2% | 0.072% | |
10/23/2024 | Allworth Financial LP | 217,234 | $5.45M | 0.0% | +1.5% | 0.631% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 21,208 | $532K | 0.0% | +17.4% | 0.062% | |
|
10/23/2024 | SimpliFi Inc. | 60,706 | $1.52M | 0.7% | +0.9% | 0.176% | |
10/21/2024 | Sweeney & Michel LLC | 22,000 | $552K | 0.2% | +22.2% | 0.064% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 9,793 | $246K | 0.1% | -54.7% | 0.028% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 21,609 | $542K | 0.2% | N/A | 0.063% | |
10/17/2024 | Stratos Wealth Partners LTD. | 1,411,558 | $35.40M | 0.5% | +2.0% | 4.097% | |
10/16/2024 | Global Retirement Partners LLC | 21,119 | $530K | 0.0% | +2.4% | 0.061% | |
10/8/2024 | Atomi Financial Group Inc. | 8,054 | $202K | 0.0% | N/A | 0.023% | |
10/8/2024 | Williams & Novak LLC | 62,000 | $1.56M | 1.5% | -6.3% | 0.180% | |
10/8/2024 | Omega Financial Group LLC | 22,655 | $568K | 0.2% | -11.4% | 0.066% | |
10/8/2024 | Affinity Capital Advisors LLC | 223,857 | $5.61M | 1.1% | N/A | 0.650% | |
10/7/2024 | Miracle Mile Advisors LLC | 2,270,757 | $56.95M | 1.3% | +7.4% | 6.591% | |
10/7/2024 | GAMMA Investing LLC | 10,709 | $269K | 0.0% | N/A | 0.031% | |
9/5/2024 | Sanctuary Advisors LLC | 24,210 | $591K | 0.0% | N/A | 0.070% | |
8/19/2024 | EP Wealth Advisors LLC | 760,405 | $18.76M | 0.2% | -0.1% | 2.207% | |
8/13/2024 | Kayne Anderson Rudnick Investment Management LLC | 3,587 | $89K | 0.0% | N/A | 0.010% | |
8/8/2024 | Envestnet Asset Management Inc. | 834,585 | $20.59M | 0.0% | +30.3% | 2.423% | |
8/6/2024 | First Foundation Advisors | 1,558,333 | $38.44M | 1.5% | -7.4% | 4.523% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 21,637 | $534K | 0.1% | N/A | 0.063% | |
8/2/2024 | Mattern Capital Management LLC | 24,231 | $598K | 0.1% | +4.4% | 0.070% | |
8/2/2024 | Larson Financial Group LLC | 1,650 | $41K | 0.0% | N/A | 0.005% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,663 | $1.03M | 0.0% | +77.1% | 0.121% | |
7/30/2024 | Lodestar Private Asset Management LLC | 64,963 | $1.60M | 0.2% | +4.9% | 0.189% | |
7/25/2024 | SimpliFi Inc. | 60,187 | $1.49M | 0.7% | +2.1% | 0.175% | |
7/25/2024 | Destination Wealth Management | 25,618 | $632K | 0.0% | +69.3% | 0.074% | |
7/24/2024 | Boyd Wealth Management LLC | 197,318 | $4.87M | 2.7% | N/A | 0.573% | |
7/20/2024 | Hennion & Walsh Asset Management Inc. | 18,072 | $446K | 0.0% | +57.6% | 0.052% | |
7/18/2024 | Pure Financial Advisors LLC | 57,223 | $1.41M | 0.0% | -25.1% | 0.166% | |
7/18/2024 | Miracle Mile Advisors LLC | 2,114,241 | $52.16M | 1.3% | +32.6% | 6.137% | |
7/17/2024 | SteelPeak Wealth LLC | 119,362 | $2.95M | 0.1% | -12.9% | 0.346% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 66,297 | $1.64M | 0.1% | -5.3% | 0.192% | |
7/12/2024 | Williams & Novak LLC | 66,200 | $1.63M | 1.5% | +38.5% | 0.192% | |
7/12/2024 | Diversify Advisory Services LLC | 27,703 | $688K | 0.0% | N/A | 0.080% | |
7/12/2024 | Omega Financial Group LLC | 25,562 | $631K | 0.3% | +4.8% | 0.074% | |
5/17/2024 | Comerica Bank | 6,668 | $166K | 0.0% | +63.7% | 0.019% | |
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5/16/2024 | Sweeney & Michel LLC | 18,000 | $446K | 0.2% | N/A | 0.052% | |
5/14/2024 | Axxcess Wealth Management LLC | 24,440 | $608K | 0.0% | N/A | 0.071% | |
5/14/2024 | EP Wealth Advisors LLC | 761,344 | $18.94M | 0.2% | -4.3% | 2.210% | |
5/14/2024 | Mattern Capital Management LLC | 23,202 | $577K | 0.1% | +2.0% | 0.067% | |
5/10/2024 | First Foundation Advisors | 1,682,055 | $41.83M | 1.7% | +38.8% | 4.883% | |
5/9/2024 | Orion Portfolio Solutions LLC | 106,065 | $2.64M | 0.0% | -13.5% | 0.308% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 9,504,808 | $236.39M | 0.3% | -3.2% | 27.590% | |
4/30/2024 | Commonwealth Equity Services LLC | 23,528 | $585K | 0.0% | +30.9% | 0.068% | |
4/25/2024 | Lodestar Private Asset Management LLC | 61,901 | $1.54M | 0.2% | +2.0% | 0.182% | |
4/23/2024 | Global Retirement Partners LLC | 18,600 | $463K | 0.0% | +5.7% | 0.055% | |
4/23/2024 | Strategic Blueprint LLC | 8,432 | $210K | 0.0% | N/A | 0.025% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,594,403 | $39.65M | 1.0% | +89.1% | 4.696% | |
4/18/2024 | Omega Financial Group LLC | 24,382 | $606K | 0.2% | -29.1% | 0.072% | |
4/18/2024 | SteelPeak Wealth LLC | 136,967 | $3.41M | 0.2% | +57.9% | 0.403% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 11,466 | $285K | 0.0% | N/A | 0.034% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 17,668 | $439K | 0.0% | +16.0% | 0.052% | |
4/13/2024 | Affinity Capital Advisors LLC | 172,398 | $4.29M | 1.0% | +1.3% | 0.508% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 70,000 | $1.74M | 0.1% | +16.7% | 0.206% | |
4/12/2024 | McNaughton Wealth Management LLC | 71,735 | $1.78M | 1.0% | +4.3% | 0.211% | |
4/12/2024 | Southland Equity Partners LLC | 9,950 | $247K | 0.1% | N/A | 0.029% | |
4/11/2024 | FOCUS Wealth Advisors LLC | 35,039 | $871K | 0.5% | +77.8% | 0.140% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 23,871 | $596K | 0.3% | -9.7% | 0.096% | |
2/28/2024 | EP Wealth Advisors LLC | 795,605 | $19.87M | 0.3% | N/A | 3.189% | |
2/9/2024 | Orion Portfolio Solutions LLC | 122,579 | $3.07M | 0.0% | +10.8% | 0.491% | |
2/9/2024 | Avantax Planning Partners Inc. | 26,746 | $668K | 0.0% | +117.6% | 0.107% | |
2/9/2024 | Tidemark LLC | 1,148 | $29K | 0.0% | N/A | 0.005% | |
2/9/2024 | Journey Strategic Wealth LLC | 67,296 | $1.68M | 0.1% | N/A | 0.270% | |
2/9/2024 | Wells Fargo & Company MN | 713,770 | $17.83M | 0.0% | +116.4% | 2.861% | |
2/9/2024 | Laurel Wealth Planning LLC | 10,224 | $255K | 0.2% | +14.3% | 0.041% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 9,818,357 | $245.26M | 0.4% | -28.2% | 39.352% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 15,225 | $380K | 0.0% | +5.5% | 0.061% | |
2/6/2024 | Avidian Wealth Solutions LLC | 8,113 | $203K | 0.0% | N/A | 0.033% | |
1/31/2024 | Boyd Wealth Management LLC | 15,895 | $397K | 0.2% | -93.4% | 0.064% | |
1/29/2024 | Lodestar Private Asset Management LLC | 60,673 | $1.52M | 0.2% | +27.3% | 0.243% | |
1/26/2024 | Cerity Partners LLC | 30,112 | $752K | 0.0% | N/A | 0.121% | |
1/26/2024 | Williams & Novak LLC | 47,800 | $1.19M | 1.4% | N/A | 0.192% | |
1/24/2024 | Allworth Financial LP | 190,965 | $4.77M | 0.0% | +115.0% | 0.765% | |
1/24/2024 | SteelPeak Wealth LLC | 86,726 | $2.17M | 0.1% | -41.4% | 0.348% | |
1/22/2024 | Spinnaker Investment Group LLC | 13,472 | $337K | 0.1% | N/A | 0.054% | |
1/22/2024 | Miracle Mile Advisors LLC | 843,135 | $21.06M | 0.6% | +18.8% | 3.379% | |
1/18/2024 | Global Retirement Partners LLC | 17,596 | $442K | 0.0% | -16.4% | 0.071% | |
1/16/2024 | Myecfo LLC | 8,400 | $210K | 0.1% | N/A | 0.034% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,872 | $421K | 0.0% | +12.9% | 0.068% | |
1/16/2024 | Wealthsource Partners LLC | 117,259 | $2.93M | 0.2% | -28.6% | 0.470% | |
1/11/2024 | Affinity Capital Advisors LLC | 170,226 | $4.25M | 1.0% | +11.6% | 0.682% | |
1/11/2024 | FOCUS Wealth Advisors LLC | 19,704 | $492K | 0.3% | -7.1% | 0.079% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 59,998 | $1.50M | 0.1% | +482.8% | 0.240% | |
1/11/2024 | Omega Financial Group LLC | 34,412 | $860K | 0.4% | -12.1% | 0.138% | |
1/11/2024 | McNaughton Wealth Management LLC | 68,755 | $1.72M | 1.0% | +18.6% | 0.276% | |
1/10/2024 | Dfpg Investments LLC | 58,520 | $1.46M | 0.1% | N/A | 0.235% | |
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1/8/2024 | Pure Financial Advisors LLC | 77,222 | $1.93M | 0.1% | -43.0% | 0.310% | |
12/1/2023 | Dimension Capital Management LLC | 26,232 | $616K | 0.1% | N/A | 0.105% | |
11/16/2023 | McIlrath & Eck LLC | 5,454 | $128K | 0.0% | N/A | 0.022% | |
11/16/2023 | First Foundation Advisors | 1,171,080 | $27.49M | 1.3% | +80.1% | 4.694% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 195,982 | $4.60M | 0.0% | N/A | 0.785% | |
11/13/2023 | Mariner LLC | 265,918 | $6.24M | 0.0% | +3.5% | 1.066% | |
11/13/2023 | LPL Financial LLC | 293,783 | $6.90M | 0.0% | +31.6% | 1.177% | |
11/13/2023 | FMR LLC | 375,669 | $8.82M | 0.0% | +7.9% | 1.506% | |
11/13/2023 | Envestnet Asset Management Inc. | 198,382 | $4.66M | 0.0% | +1,047.1% | 0.795% | |
11/13/2023 | Wealthsource Partners LLC | 164,167 | $3.85M | 0.3% | +83.9% | 0.658% | |