11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 166,276 | $8.17M | 0.1% | -22.7% | 0.749% | |
11/2/2024 | RKL Wealth Management LLC | 154,234 | $7.58M | 0.7% | -1.5% | 0.695% | |
11/1/2024 | Assetmark Inc. | 244,403 | $12.01M | 0.0% | N/A | 1.101% | |
10/31/2024 | JB Capital LLC | 28,764 | $1.41M | 0.1% | N/A | 0.130% | |
10/31/2024 | Advisor Resource Council | 8,672 | $426K | 0.2% | N/A | 0.039% | |
10/31/2024 | LGT Financial Advisors LLC | 3,557 | $175K | 0.4% | N/A | 0.016% | |
|
10/31/2024 | Family Asset Management LLC | 19,470 | $957K | 0.6% | N/A | 0.088% | |
10/30/2024 | Ameritas Advisory Services LLC | 103,443 | $5.08M | 0.2% | -33.4% | 0.466% | |
10/28/2024 | Cambiar Investors LLC | 13,502 | $664K | 0.0% | -69.3% | 0.061% | |
10/28/2024 | Fonville Wealth Management LLC | 144,049 | $7.08M | 2.4% | +41.8% | 0.649% | |
10/28/2024 | Petra Financial Advisors Inc. | 49,710 | $2.44M | 1.6% | +278.1% | 0.224% | |
10/28/2024 | Meitav Investment House Ltd. | 18,613 | $913K | 0.0% | -1.8% | 0.084% | |
10/25/2024 | Integrated Advisors Network LLC | 123,791 | $6.08M | 0.3% | -0.3% | 0.558% | |
10/24/2024 | Colton Groome Financial Advisors LLC | 154,564 | $7.60M | 2.8% | -1.9% | 0.696% | |
10/24/2024 | ShoreHaven Wealth Partners LLC | 39,163 | $1.93M | 0.9% | -20.2% | 0.176% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 8,717 | $428K | 0.0% | +15.8% | 0.039% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 84,182 | $4.14M | 0.1% | -0.7% | 0.379% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 58,130 | $2.86M | 0.0% | +0.6% | 0.262% | |
10/23/2024 | Parcion Private Wealth LLC | 297,062 | $14.60M | 1.2% | +0.2% | 1.338% | |
10/23/2024 | West Wealth Group LLC | 4,926 | $242K | 0.1% | -5.3% | 0.022% | |
10/22/2024 | International Assets Investment Management LLC | 96,334 | $4.74M | 0.0% | +4,815.0% | 0.434% | |
10/22/2024 | Private Advisor Group LLC | 23,345 | $1.15M | 0.0% | N/A | 0.105% | |
10/22/2024 | Eastern Bank | 818,424 | $40.23M | 0.7% | +1.3% | 3.687% | |
10/22/2024 | Wooster Corthell Wealth Management Inc. | 165,407 | $8.13M | 1.7% | -14.7% | 0.745% | |
10/17/2024 | Claro Advisors LLC | 5,650 | $255K | 0.0% | +13.2% | 0.025% | |
10/11/2024 | Creative Planning | 169,149 | $8.31M | 0.0% | +0.7% | 0.762% | |
10/10/2024 | Concourse Financial Group Securities Inc. | 3,855 | $189K | 0.0% | N/A | 0.017% | |
10/10/2024 | Simplicity Wealth LLC | 12,488 | $614K | 0.1% | +73.9% | 0.056% | |
10/9/2024 | GEM Asset Management LLC | 7,175 | $347K | 0.2% | -26.9% | 0.032% | |
10/9/2024 | Kelly Financial Services LLC | 92,191 | $4.53M | 1.7% | +42.0% | 0.415% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 20,920 | $1.03M | 0.1% | N/A | 0.094% | |
10/8/2024 | Sugarloaf Wealth Management LLC | 49,459 | $2.43M | 0.5% | +1.9% | 0.223% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 28,037 | $1.38M | 0.0% | -27.9% | 0.126% | |
10/7/2024 | Miracle Mile Advisors LLC | 1,607,666 | $79.02M | 1.8% | +5.4% | 7.242% | |
10/3/2024 | Park Avenue Securities LLC | 57,648 | $2.83M | 0.0% | N/A | 0.260% | |
10/3/2024 | Pacific Wealth Management | 513,195 | $25.22M | 11.7% | +4.2% | 2.312% | |
10/2/2024 | Lowe Wealth Advisors LLC | 1,785 | $88K | 0.0% | -18.3% | 0.008% | |
9/5/2024 | Sanctuary Advisors LLC | 31,535 | $1.46M | 0.0% | N/A | 0.142% | |
8/22/2024 | Cetera Investment Advisers | 153,217 | $7.18M | 0.0% | +143.1% | 0.690% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,417 | $160K | 0.0% | +17.6% | 0.015% | |
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8/16/2024 | Creative Planning | 167,994 | $7.87M | 0.0% | -4.4% | 0.757% | |
8/14/2024 | Squarepoint Ops LLC | 9,916 | $465K | 0.0% | N/A | 0.045% | |
8/14/2024 | Treynor Bancshares Inc. | 22,351 | $1.05M | 1.1% | -48.5% | 0.101% | |
8/14/2024 | Bank of Montreal Can | 29,900 | $1.41M | 0.0% | N/A | 0.135% | |
8/13/2024 | AE Wealth Management LLC | 46,082 | $2.16M | 0.0% | N/A | 0.208% | |
8/9/2024 | Financial Life Advisors | 12,947 | $607K | 0.2% | -3.7% | 0.058% | |
8/8/2024 | Wrapmanager Inc. | 54,761 | $2.57M | 0.7% | +9.9% | 0.247% | |
8/8/2024 | LPL Financial LLC | 771,213 | $36.14M | 0.0% | -1.0% | 3.474% | |
8/7/2024 | Liberty Wealth Management LLC | 12,418 | $582K | 0.0% | N/A | 0.056% | |
8/7/2024 | Prudential PLC | 38,795 | $1.82M | 0.0% | +11.3% | 0.175% | |
8/6/2024 | Parcion Private Wealth LLC | 296,552 | $13.90M | 1.3% | +1.5% | 1.336% | |
8/1/2024 | West Wealth Group LLC | 5,199 | $244K | 0.1% | N/A | 0.023% | |
8/1/2024 | SeaBridge Investment Advisors LLC | 87,050 | $4.08M | 1.1% | +4.1% | 0.392% | |
8/1/2024 | Claro Advisors LLC | 4,989 | $234K | 0.0% | N/A | 0.022% | |
7/31/2024 | Commonwealth Equity Services LLC | 88,970 | $4.17M | 0.0% | +88.7% | 0.401% | |
7/30/2024 | Fonville Wealth Management LLC | 101,573 | $4.76M | 1.9% | +34.7% | 0.458% | |
7/30/2024 | International Assets Investment Management LLC | 1,960 | $92K | 0.0% | N/A | 0.009% | |
7/29/2024 | Ameritas Advisory Services LLC | 155,232 | $7.27M | 0.3% | -3.8% | 0.699% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 215,189 | $10.08M | 0.2% | +8.8% | 0.969% | |
7/29/2024 | Meitav Investment House Ltd. | 18,963 | $887K | 0.0% | -2.5% | 0.085% | |
7/26/2024 | Bailard Inc. | 287,946 | $13.49M | 0.4% | +2.0% | 1.297% | |
7/25/2024 | AMG National Trust Bank | 10,850 | $508K | 0.0% | +4.8% | 0.049% | |
7/25/2024 | Wooster Corthell Wealth Management Inc. | 193,882 | $9.09M | 2.1% | +1.0% | 0.873% | |
7/25/2024 | Shelter Ins Retirement Plan | 10,000 | $469K | 0.1% | N/A | 0.045% | |
7/24/2024 | ShoreHaven Wealth Partners LLC | 49,071 | $2.30M | 1.2% | +90.8% | 0.221% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 300,757 | $14.09M | 0.0% | +2.8% | 1.355% | |
7/18/2024 | Miracle Mile Advisors LLC | 1,525,771 | $71.50M | 1.7% | +12.1% | 6.873% | |
7/16/2024 | Envestnet Portfolio Solutions Inc. | 27,043 | $1.27M | 0.0% | +240.4% | 0.122% | |
7/16/2024 | ORG Partners LLC | 1,731 | $80K | 0.0% | N/A | 0.008% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 84,813 | $3.97M | 0.1% | +3.1% | 0.382% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 38,909 | $1.82M | 0.1% | -9.5% | 0.175% | |
7/10/2024 | Sterling Investment Advisors LLC ADV | 143,969 | $6.75M | 4.1% | -1.9% | 0.649% | |
7/10/2024 | Simplicity Wealth LLC | 7,181 | $337K | 0.0% | +19.2% | 0.032% | |
7/10/2024 | Pacific Wealth Management | 492,618 | $23.08M | 11.7% | +8.5% | 2.219% | |
7/9/2024 | Lowe Wealth Advisors LLC | 2,185 | $102K | 0.0% | -9.5% | 0.010% | |
7/8/2024 | Sugarloaf Wealth Management LLC | 48,518 | $2.27M | 0.5% | +21.4% | 0.219% | |
5/24/2024 | Cetera Advisors LLC | 55,145 | $2.62M | 0.0% | +171.4% | 0.248% | |
5/24/2024 | Cetera Investment Advisers | 63,034 | $2.99M | 0.0% | -5.0% | 0.284% | |
5/14/2024 | CreativeOne Wealth LLC | 34,722 | $1.65M | 0.1% | +89.2% | 0.156% | |
5/11/2024 | ESL Trust Services LLC | 37,439 | $1.78M | 0.5% | +43.8% | 0.169% | |
5/8/2024 | Avantax Advisory Services Inc. | 21,214 | $1.01M | 0.0% | +3.2% | 0.096% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,945 | $377K | 0.0% | +25.7% | 0.036% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 41,609 | $1.98M | 0.0% | -61.8% | 0.184% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 83,656 | $3.97M | 1.0% | +2.4% | 0.370% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 191,895 | $9.11M | 2.1% | +2.4% | 0.849% | |
4/29/2024 | Commonwealth Equity Services LLC | 47,150 | $2.24M | 0.0% | +65.4% | 0.209% | |
4/27/2024 | Fonville Wealth Management LLC | 75,387 | $3.58M | 1.6% | +53.3% | 0.334% | |
4/24/2024 | Simplicity Wealth LLC | 6,022 | $286K | 0.0% | N/A | 0.027% | |
4/23/2024 | Sugarloaf Wealth Management LLC | 39,952 | $1.90M | 0.4% | +8.7% | 0.177% | |
4/23/2024 | Petra Financial Advisors Inc. | 13,152 | $624K | 0.5% | +13.6% | 0.058% | |
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4/23/2024 | Raymond James Financial Services Advisors Inc. | 292,553 | $13.89M | 0.0% | +5.5% | 1.294% | |
4/19/2024 | Advisor Resource Council | 10,202 | $491K | 0.2% | -89.7% | 0.045% | |
4/18/2024 | Woodmont Investment Counsel LLC | 905 | $43K | 0.0% | N/A | 0.004% | |
4/18/2024 | Colton Groome Financial Advisors LLC | 157,472 | $7.48M | 3.0% | +6.8% | 0.697% | |
4/18/2024 | Miracle Mile Advisors LLC | 1,361,263 | $64.63M | 1.6% | -2.4% | 6.023% | |
4/18/2024 | Financial Life Advisors | 13,442 | $638K | 0.3% | -62.6% | 0.059% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 6,898 | $328K | 0.1% | -6.2% | 0.031% | |
4/15/2024 | Brookstone Capital Management | 19,756 | $938K | 0.0% | -2.7% | 0.097% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 42,994 | $2.04M | 0.1% | -8.1% | 0.210% | |
4/11/2024 | Sterling Investment Advisors LLC ADV | 146,724 | $6.97M | 4.1% | +3.3% | 0.717% | |