1/21/2025 | Geneos Wealth Management Inc. | 3,869 | $185K | 0.0% | -49.0% | 0.011% | |
1/21/2025 | Cornerstone Wealth Management LLC | 44,872 | $2.15M | 0.1% | +19.9% | 0.130% | |
1/17/2025 | Cedar Point Capital Partners LLC | 33,131 | $1.59M | 1.1% | +5.6% | 0.096% | |
1/17/2025 | Verum Partners LLC | 66,884 | $3.20M | 0.9% | +12.4% | 0.193% | |
1/17/2025 | Octavia Wealth Advisors LLC | 10,961 | $525K | 0.1% | +12.7% | 0.032% | |
1/16/2025 | Charles Schwab Trust Co | 382,505 | $18.32M | 1.6% | +18.2% | 1.106% | |
1/14/2025 | KWB Wealth | 60,007 | $3.13M | 0.4% | -8.5% | 0.173% | |
1/14/2025 | Breakwater Capital Group | 72,861 | $3.49M | 0.7% | +7.3% | 0.211% | |
1/13/2025 | Johnson & White Wealth Management LLC | 344,127 | $16.43M | 9.9% | +8.9% | 0.995% | |
1/10/2025 | Lowe Wealth Advisors LLC | 17,559 | $841K | 0.4% | +4.3% | 0.051% | |
|
12/26/2024 | JPMorgan Chase & Co. | 58,438 | $3.05M | 0.0% | +21.7% | 0.169% | |
11/15/2024 | MML Investors Services LLC | 38,147 | $1.99M | 0.0% | +2.5% | 0.110% | |
11/15/2024 | Orion Portfolio Solutions LLC | 8,476 | $442K | 0.0% | -20.5% | 0.024% | |
11/15/2024 | EP Wealth Advisors LLC | 8,550 | $446K | 0.0% | +208.1% | 0.025% | |
11/15/2024 | Stifel Financial Corp | 62,407 | $3.25M | 0.0% | N/A | 0.180% | |
11/15/2024 | HighTower Advisors LLC | 84,990 | $4.43M | 0.0% | +2.6% | 0.246% | |
11/14/2024 | Captrust Financial Advisors | 125,935 | $6.57M | 0.0% | -1.4% | 0.364% | |
11/14/2024 | WFA of San Diego LLC | 11,929 | $622K | 0.5% | -10.2% | 0.034% | |
11/13/2024 | Townsquare Capital LLC | 29,222 | $1.52M | 0.0% | N/A | 0.084% | |
11/13/2024 | FMR LLC | 20,056 | $1.05M | 0.0% | +7.2% | 0.058% | |
11/12/2024 | Larson Financial Group LLC | 2,641 | $138K | 0.0% | +64.7% | 0.008% | |
11/12/2024 | Cerity Partners LLC | 30,660 | $1.60M | 0.0% | +27.8% | 0.089% | |
11/12/2024 | Flagstar Advisors Inc. | 19,857 | $1.04M | 0.3% | +4.2% | 0.057% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 11,355,161 | $591.95M | 0.1% | +2.1% | 32.818% | |
11/8/2024 | First Horizon Advisors Inc. | 3,352 | $175K | 0.0% | N/A | 0.010% | |
11/7/2024 | Vertex Planning Partners LLC | 93,368 | $4.87M | 1.2% | +131.1% | 0.270% | |
11/7/2024 | Drive Wealth Management LLC | 29,080 | $1.52M | 0.4% | +1.2% | 0.084% | |
11/6/2024 | OneDigital Investment Advisors LLC | 4,149 | $216K | 0.0% | N/A | 0.012% | |
11/6/2024 | Lifeworks Advisors LLC | 5,171 | $270K | 0.1% | -17.1% | 0.015% | |
11/5/2024 | Aptus Capital Advisors LLC | 2,697 | $141K | 0.0% | +89.4% | 0.008% | |
10/31/2024 | Hara Capital LLC | 717 | $37K | 0.0% | N/A | 0.002% | |
10/30/2024 | RTD Financial Advisors Inc. | 155,274 | $8.09M | 1.0% | -0.9% | 0.449% | |
10/30/2024 | Foster & Motley Inc. | 15,031 | $784K | 0.0% | -6.8% | 0.043% | |
10/29/2024 | Cedar Point Capital Partners LLC | 31,366 | $1.64M | 1.1% | +5.8% | 0.091% | |
10/29/2024 | Farther Finance Advisors LLC | 617 | $32K | 0.0% | +1,769.7% | 0.002% | |
10/28/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 6,670 | $348K | 0.0% | N/A | 0.019% | |
10/28/2024 | Austin Wealth Management LLC | 3,929 | $201K | 0.0% | N/A | 0.011% | |
10/25/2024 | JFS Wealth Advisors LLC | 13,850 | $722K | 0.0% | +3.6% | 0.040% | |
10/25/2024 | Integrated Advisors Network LLC | 20,884 | $1.09M | 0.1% | -17.8% | 0.060% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 52,047 | $2.71M | 0.0% | +1.3% | 0.150% | |
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10/22/2024 | Private Advisor Group LLC | 12,062 | $629K | 0.0% | +9.2% | 0.035% | |
10/22/2024 | Sequoia Financial Advisors LLC | 6,024 | $314K | 0.0% | N/A | 0.017% | |
10/18/2024 | Blue Trust Inc. | 2,108 | $103K | 0.0% | +203.3% | 0.006% | |
10/16/2024 | Cornerstone Wealth Management LLC | 37,431 | $1.95M | 0.1% | +7.9% | 0.108% | |
10/16/2024 | Verum Partners LLC | 59,530 | $3.10M | 0.9% | -1.5% | 0.172% | |
10/11/2024 | Creative Planning | 62,699 | $3.27M | 0.0% | +7.4% | 0.181% | |
10/11/2024 | Empirical Asset Management LLC | 5,716 | $298K | 0.0% | +4.2% | 0.017% | |
10/10/2024 | Retirement Planning Group LLC | 87,607 | $4.57M | 0.2% | +11.9% | 0.253% | |
10/10/2024 | Octavia Wealth Advisors LLC | 9,730 | $507K | 0.1% | -2.7% | 0.028% | |
10/9/2024 | Charles Schwab Trust Co | 323,653 | $16.87M | 1.5% | +6.4% | 0.935% | |
10/9/2024 | Moisand Fitzgerald Tamayo LLC | 477 | $25K | 0.0% | +75.4% | 0.001% | |
10/8/2024 | CWM LLC | 3,865 | $201K | 0.0% | +27.6% | 0.011% | |
10/8/2024 | Mather Group LLC. | 11,052 | $576K | 0.0% | -21.6% | 0.032% | |
10/7/2024 | KWB Wealth | 65,578 | $3.19M | 0.4% | -1.0% | 0.190% | |
10/4/2024 | Breakwater Capital Group | 67,926 | $3.54M | 0.7% | -1.2% | 0.196% | |
10/3/2024 | Johnson & White Wealth Management LLC | 315,988 | $16.47M | 14.2% | +6.0% | 0.913% | |
10/2/2024 | Lowe Wealth Advisors LLC | 16,834 | $878K | 0.4% | +2.6% | 0.049% | |
8/22/2024 | Cetera Investment Advisers | 95,878 | $4.67M | 0.0% | -6.3% | 0.277% | |
8/19/2024 | EP Wealth Advisors LLC | 2,775 | $135K | 0.0% | N/A | 0.008% | |
8/16/2024 | Creative Planning | 58,396 | $2.84M | 0.0% | +13.4% | 0.169% | |
8/16/2024 | Kathmere Capital Management LLC | 24,335 | $1.19M | 0.1% | -1.4% | 0.070% | |
8/14/2024 | Bank of Montreal Can | 110,665 | $5.64M | 0.0% | +4,335.5% | 0.320% | |
8/13/2024 | Callan Capital LLC | 117,541 | $5.72M | 0.5% | -3.4% | 0.340% | |
8/12/2024 | Carolinas Wealth Consulting LLC | 121,183 | $5.90M | 1.1% | -0.3% | 0.350% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 29,897 | $1.46M | 0.0% | +6.7% | 0.086% | |
8/9/2024 | Mesirow Financial Investment Management Inc. | 14,869 | $724K | 0.0% | -4.3% | 0.043% | |
8/8/2024 | Envestnet Asset Management Inc. | 118,763 | $5.78M | 0.0% | +9.2% | 0.343% | |
8/6/2024 | Advisor OS LLC | 43,880 | $2.14M | 0.2% | +50.8% | 0.127% | |
8/6/2024 | Savant Capital LLC | 15,239 | $742K | 0.0% | -3.8% | 0.044% | |
8/5/2024 | Private Advisor Group LLC | 11,048 | $538K | 0.0% | -2.5% | 0.032% | |
8/5/2024 | MCF Advisors LLC | 675 | $33K | 0.0% | +776.6% | 0.002% | |
8/2/2024 | Archer Investment Corp | 65,456 | $3.19M | 0.9% | -0.3% | 0.189% | |
8/1/2024 | Chilton Capital Management LLC | 640 | $31K | 0.0% | -38.5% | 0.002% | |
8/1/2024 | Drive Wealth Management LLC | 28,737 | $1.40M | 0.4% | +10.0% | 0.083% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,424 | $69K | 0.0% | N/A | 0.004% | |
7/31/2024 | Commonwealth Equity Services LLC | 46,689 | $2.27M | 0.0% | +2.3% | 0.135% | |
7/31/2024 | Private Ocean LLC | 40,616 | $1.98M | 0.2% | -3.2% | 0.117% | |
7/31/2024 | Klingman & Associates LLC | 5,727 | $279K | 0.0% | -16.4% | 0.017% | |
7/31/2024 | Rothschild Investment LLC | 20,185 | $983K | 0.1% | N/A | 0.058% | |
7/29/2024 | Financial Advocates Investment Management | 5,860 | $285K | 0.0% | -67.6% | 0.017% | |
7/26/2024 | Bank of New York Mellon Corp | 730,752 | $35.57M | 0.0% | -1.5% | 2.112% | |
7/25/2024 | Aries Wealth Management | 24,236 | $1.18M | 0.4% | +12.9% | 0.070% | |
7/23/2024 | MFA Wealth Advisors LLC | 2,925 | $142K | 0.0% | N/A | 0.008% | |
7/22/2024 | RTD Financial Advisors Inc. | 156,661 | $7.63M | 1.0% | -1.3% | 0.453% | |
7/22/2024 | Cidel Asset Management Inc. | 31,251 | $1.52M | 0.1% | +26.3% | 0.090% | |
7/19/2024 | Johnson & White Wealth Management LLC | 298,065 | $14.51M | 13.9% | +13.3% | 0.861% | |
7/18/2024 | Prairiewood Capital LLC | 14,438 | $703K | 0.3% | -1.6% | 0.042% | |
7/17/2024 | Arlington Financial Advisors LLC | 183,236 | $8.92M | 2.0% | +0.3% | 0.530% | |
7/16/2024 | Cornerstone Wealth Management LLC | 34,681 | $1.69M | 0.1% | +7.2% | 0.100% | |
7/16/2024 | Cedar Point Capital Partners LLC | 29,643 | $1.44M | 1.1% | +2.1% | 0.086% | |
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7/16/2024 | Wealth Enhancement Advisory Services LLC | 51,359 | $2.50M | 0.0% | +1.8% | 0.148% | |
7/15/2024 | Verum Partners LLC | 60,453 | $2.94M | 1.0% | -7.1% | 0.175% | |
7/13/2024 | Retirement Planning Group LLC | 78,308 | $3.81M | 0.2% | -4.6% | 0.226% | |
7/10/2024 | CWM LLC | 3,029 | $147K | 0.0% | +10.7% | 0.009% | |
7/9/2024 | Lowe Wealth Advisors LLC | 16,409 | $799K | 0.4% | +11.3% | 0.047% | |
7/9/2024 | Mather Group LLC. | 14,102 | $700K | 0.0% | +25.4% | 0.041% | |
5/24/2024 | Cetera Investment Advisers | 102,311 | $5.08M | 0.0% | +121.0% | 0.296% | |
5/22/2024 | Cedar Point Capital Partners LLC | 29,045 | $1.44M | 1.1% | +6.3% | 0.084% | |
5/21/2024 | Atria Investments Inc | 26,179 | $1.30M | 0.0% | +19.5% | 0.076% | |
5/17/2024 | Comerica Bank | 7,848 | $390K | 0.0% | -11.4% | 0.023% | |