10/31/2024 | Trademark Financial Management LLC | 28,645 | $629K | 0.5% | N/A | 0.046% | |
10/30/2024 | Foster & Motley Inc. | 184,759 | $4.06M | 0.3% | -1.2% | 0.296% | |
10/30/2024 | One Plus One Wealth Management LLC | 95,569 | $2.10M | 1.2% | -0.6% | 0.153% | |
10/29/2024 | Lmcg Investments LLC | 30,658 | $673K | 0.0% | +8.2% | 0.049% | |
10/29/2024 | Farther Finance Advisors LLC | 1,605 | $35K | 0.0% | +7,542.9% | 0.003% | |
10/25/2024 | JFS Wealth Advisors LLC | 14,533 | $319K | 0.0% | +4.7% | 0.023% | |
|
10/25/2024 | Edge Financial Advisors LLC | 89,808 | $1.97M | 1.7% | N/A | 0.144% | |
10/24/2024 | Goldstein Advisors LLC | 39,645 | $870K | 0.1% | -93.0% | 0.063% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 252,976 | $5.55M | 0.0% | +7.6% | 0.405% | |
10/23/2024 | Brighton Jones LLC | 10,285 | $226K | 0.0% | N/A | 0.016% | |
10/22/2024 | Private Advisor Group LLC | 120,895 | $2.65M | 0.0% | -1.8% | 0.194% | |
10/22/2024 | Sequoia Financial Advisors LLC | 47,487 | $1.04M | 0.0% | +19.4% | 0.076% | |
10/18/2024 | Raymond James & Associates | 128,326 | $2.82M | 0.0% | -2.0% | 0.205% | |
10/18/2024 | Net Worth Advisory Group | 35,441 | $778K | 0.2% | N/A | 0.057% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 18,066 | $397K | 0.1% | -12.3% | 0.029% | |
10/16/2024 | Asset Dedication LLC | 8,176 | $179K | 0.0% | -5.7% | 0.013% | |
10/11/2024 | Creative Planning | 88,136 | $1.94M | 0.0% | +3.5% | 0.141% | |
10/9/2024 | Charles Schwab Trust Co | 77,584 | $1.70M | 0.1% | -0.8% | 0.124% | |
10/8/2024 | CWM LLC | 3,095 | $68K | 0.0% | -57.7% | 0.005% | |
10/3/2024 | Johnson & White Wealth Management LLC | 240,520 | $5.28M | 4.5% | +6.9% | 0.385% | |
10/2/2024 | Lowe Wealth Advisors LLC | 49,204 | $1.08M | 0.5% | +13.8% | 0.079% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 2,011 | $44K | 0.0% | N/A | 0.003% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 19,485 | $395K | 0.0% | +14.9% | 0.031% | |
8/16/2024 | Creative Planning | 85,186 | $1.73M | 0.0% | +20.4% | 0.136% | |
8/16/2024 | Susquehanna International Group LLP | 239,655 | $4.85M | 0.0% | +111.9% | 0.384% | |
8/16/2024 | Kathmere Capital Management LLC | 125,307 | $2.54M | 0.3% | -1.2% | 0.201% | |
8/14/2024 | Evergreen Capital Management LLC | 13,980 | $283K | 0.0% | N/A | 0.022% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 30,557 | $619K | 0.0% | +3.7% | 0.049% | |
8/9/2024 | Lmcg Investments LLC | 28,325 | $574K | 0.0% | +69.2% | 0.045% | |
8/9/2024 | SigFig Wealth Management LLC | 95,866 | $1.94M | 0.1% | -3.3% | 0.154% | |
8/8/2024 | Envestnet Asset Management Inc. | 147,834 | $2.99M | 0.0% | -2.8% | 0.237% | |
8/7/2024 | Daiwa Securities Group Inc. | 1,195,500 | $24.21M | 0.1% | +56.2% | 1.914% | |
8/6/2024 | Asset Dedication LLC | 8,667 | $176K | 0.0% | N/A | 0.014% | |
8/5/2024 | Private Advisor Group LLC | 123,069 | $2.49M | 0.0% | +86.2% | 0.197% | |
8/3/2024 | Foster & Motley Inc. | 187,072 | $3.79M | 0.3% | -6.4% | 0.300% | |
8/1/2024 | Drive Wealth Management LLC | 71,401 | $1.45M | 0.4% | -28.2% | 0.114% | |
7/31/2024 | Rothschild Investment LLC | 178,989 | $3.63M | 0.3% | N/A | 0.287% | |
7/26/2024 | Bank of New York Mellon Corp | 1,244,628 | $25.20M | 0.0% | -1.5% | 1.993% | |
7/25/2024 | Aries Wealth Management | 203,404 | $4.12M | 1.3% | +19.5% | 0.326% | |
7/24/2024 | Goldstein Advisors LLC | 569,049 | $11.52M | 1.9% | +1.3% | 0.911% | |
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7/22/2024 | Cidel Asset Management Inc. | 405,201 | $8.21M | 0.6% | +7.5% | 0.649% | |
7/19/2024 | Johnson & White Wealth Management LLC | 224,928 | $4.56M | 4.4% | +11.9% | 0.360% | |
7/18/2024 | Prairiewood Capital LLC | 23,772 | $481K | 0.2% | -4.1% | 0.038% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 235,088 | $4.76M | 0.0% | -1.9% | 0.376% | |
7/16/2024 | Sequoia Financial Advisors LLC | 39,765 | $805K | 0.0% | +2.2% | 0.064% | |
7/9/2024 | Lowe Wealth Advisors LLC | 43,232 | $875K | 0.4% | +5.4% | 0.069% | |
5/23/2024 | Austin Wealth Management LLC | 9,940 | $210K | 0.1% | N/A | 0.016% | |
5/21/2024 | Atria Investments Inc | 53,549 | $1.04M | 0.0% | N/A | 0.086% | |
5/17/2024 | Vima LLC | 30,645 | $563K | 0.2% | N/A | 0.049% | |
5/17/2024 | Comerica Bank | 2,797 | $54K | 0.0% | +98.2% | 0.004% | |
5/16/2024 | Waverly Advisors LLC | 102,744 | $2.00M | 0.0% | -2.2% | 0.165% | |
5/14/2024 | OLD Mission Capital LLC | 187,069 | $3.64M | 0.1% | N/A | 0.300% | |
5/9/2024 | Orion Portfolio Solutions LLC | 1,336,706 | $26.01M | 0.3% | -52.0% | 2.140% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 25,939,683 | $504.79M | 0.7% | -2.7% | 41.537% | |
5/8/2024 | Avantax Advisory Services Inc. | 300,564 | $5.85M | 0.1% | -49.9% | 0.481% | |
5/2/2024 | Daiwa Securities Group Inc. | 765,500 | $14.90M | 0.1% | +54.5% | 1.226% | |
5/1/2024 | Sequoia Financial Advisors LLC | 38,909 | $757K | 0.0% | -18.8% | 0.062% | |
4/30/2024 | Private Advisor Group LLC | 66,094 | $1.29M | 0.0% | +32.1% | 0.106% | |
4/29/2024 | Onyx Bridge Wealth Group LLC | 20,524 | $407K | 0.1% | -34.5% | 0.033% | |
4/23/2024 | Global Retirement Partners LLC | 4,781 | $93K | 0.0% | N/A | 0.008% | |
4/23/2024 | Strategic Blueprint LLC | 11,319 | $220K | 0.0% | N/A | 0.018% | |
4/22/2024 | Drive Wealth Management LLC | 99,476 | $1.94M | 0.5% | +53.0% | 0.159% | |
4/22/2024 | Edge Financial Advisors LLC | 40,860 | $796K | 0.7% | N/A | 0.065% | |
4/20/2024 | KWB Wealth | 149,317 | $2.91M | 0.4% | -17.3% | 0.239% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 239,575 | $4.66M | 0.0% | -15.2% | 0.384% | |
4/15/2024 | Flagstar Advisors Inc. | 10,818 | $211K | 0.1% | +7.7% | 0.017% | |
4/12/2024 | Ignite Planners LLC | 13,681 | $266K | 0.1% | -3.8% | 0.022% | |
4/11/2024 | Paragon Capital Management Ltd | 18,298 | $356K | 0.1% | N/A | 0.027% | |
4/10/2024 | Johnson & White Wealth Management LLC | 201,078 | $3.91M | 2.8% | +16.7% | 0.294% | |
4/10/2024 | One Plus One Wealth Management LLC | 258,870 | $5.04M | 2.9% | -24.2% | 0.378% | |
4/9/2024 | Lowe Wealth Advisors LLC | 41,023 | $798K | 0.4% | +11.0% | 0.060% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,688 | $32K | 0.0% | +352.5% | 0.002% | |
2/12/2024 | Goldstein Advisors LLC | 529,542 | $10.11M | 1.7% | +0.8% | 0.774% | |
2/12/2024 | Fiduciary Trust Co | 63,619 | $1.22M | 0.0% | N/A | 0.093% | |
2/12/2024 | Sar Wealth Management Group LLC | 14,804 | $283K | 0.3% | N/A | 0.022% | |
2/9/2024 | Johnson Financial Group Inc. | 1,782 | $34K | 0.0% | +538.7% | 0.003% | |
2/9/2024 | Sepio Capital LP | 87,103 | $1.66M | 0.1% | +217.5% | 0.127% | |
2/9/2024 | Orion Portfolio Solutions LLC | 2,782,675 | $52.40M | 0.6% | +0.2% | 4.065% | |
2/9/2024 | Corient Private Wealth LLC | 29,401 | $562K | 0.0% | +17.0% | 0.043% | |
2/9/2024 | Wells Fargo & Company MN | 533,198 | $10.18M | 0.0% | -19.7% | 0.779% | |
2/8/2024 | SigFig Wealth Management LLC | 96,207 | $1.84M | 0.1% | +0.8% | 0.141% | |
2/8/2024 | Lmcg Investments LLC | 17,211 | $329K | 0.0% | +5.9% | 0.025% | |
2/7/2024 | Avantax Advisory Services Inc. | 599,971 | $11.46M | 0.1% | -5.5% | 0.877% | |
2/7/2024 | JFS Wealth Advisors LLC | 15,906 | $304K | 0.0% | -3.2% | 0.023% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 26,672,444 | $509.44M | 0.7% | +1.6% | 38.966% | |
2/6/2024 | Apollon Wealth Management LLC | 18,323 | $350K | 0.0% | N/A | 0.027% | |
2/6/2024 | Private Advisor Group LLC | 50,049 | $956K | 0.0% | +19.7% | 0.073% | |
2/6/2024 | First Horizon Advisors Inc. | 2,513 | $48K | 0.0% | N/A | 0.004% | |
2/1/2024 | Foster & Motley Inc. | 205,027 | $3.92M | 0.3% | -3.2% | 0.300% | |
2/1/2024 | Capital Investment Advisory Services LLC | 8,559 | $163K | 0.0% | +7.1% | 0.013% | |
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2/1/2024 | CWM LLC | 7,608 | $145K | 0.0% | +27.3% | 0.011% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 31,342 | $599K | 0.1% | -2.6% | 0.046% | |
1/31/2024 | Daiwa Securities Group Inc. | 495,500 | $9.46M | 0.1% | -49.0% | 0.724% | |
1/30/2024 | Signet Financial Management LLC | 11,278 | $215K | 0.0% | -14.6% | 0.016% | |
1/26/2024 | Cerity Partners LLC | 48,935 | $934K | 0.0% | +268.6% | 0.071% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,347 | $64K | 0.0% | -30.7% | 0.005% | |
1/26/2024 | Sequoia Financial Advisors LLC | 47,945 | $916K | 0.0% | +46.6% | 0.070% | |
1/22/2024 | Drive Wealth Management LLC | 65,023 | $1.24M | 0.4% | -20.9% | 0.095% | |
1/22/2024 | One Plus One Wealth Management LLC | 341,682 | $6.53M | 4.0% | +145.1% | 0.499% | |
1/19/2024 | Flagstar Advisors Inc. | 10,042 | $192K | 0.1% | N/A | 0.015% | |