5/9/2024 | SageView Advisory Group LLC | 6,547 | $1.29M | 0.1% | N/A | 0.138% | |
5/8/2024 | Roffman Miller Associates Inc. PA | 2,141 | $422K | 0.0% | -3.8% | 0.045% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,424 | $1.27M | 0.1% | N/A | 0.135% | |
5/7/2024 | Allegheny Financial Group LTD | 12,074 | $2.38M | 0.7% | -22.5% | 0.254% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 6,798 | $1.34M | 0.0% | -7.2% | 0.143% | |
5/7/2024 | Oppenheimer & Co. Inc. | 3,324 | $655K | 0.0% | +2.0% | 0.070% | |
|
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,731 | $538K | 0.0% | -4.2% | 0.057% | |
5/3/2024 | Embree Financial Group | 1,538 | $303K | 0.1% | N/A | 0.032% | |
5/1/2024 | Janney Montgomery Scott LLC | 6,330 | $1.25M | 0.0% | -3.9% | 0.133% | |
4/30/2024 | Vance Wealth Inc. | 2,092 | $412K | 0.2% | -5.3% | 0.044% | |
4/30/2024 | Perigon Wealth Management LLC | 1,143 | $225K | 0.0% | N/A | 0.024% | |
4/29/2024 | Commonwealth Equity Services LLC | 10,861 | $2.14M | 0.0% | +2.8% | 0.229% | |
4/29/2024 | RWA Wealth Partners LLC | 13,440 | $2.65M | 0.0% | -1.0% | 0.283% | |
4/26/2024 | Crestone Asset Management LLC | 170,106 | $33.53M | 6.7% | +2.9% | 3.581% | |
4/26/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 13,600 | $2.68M | 0.2% | -10.9% | 0.286% | |
4/25/2024 | WestHill Financial Advisors Inc. | 38,698 | $7.63M | 1.9% | +3.0% | 0.815% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 20,913 | $4.12M | 0.0% | +2.7% | 0.440% | |
4/24/2024 | 1900 Wealth Management LLC | 4,302 | $848K | 0.1% | -21.8% | 0.091% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 21,656 | $4.27M | 0.0% | -2.1% | 0.456% | |
4/19/2024 | IVC Wealth Advisors LLC | 13,725 | $2.71M | 1.6% | +6.1% | 0.289% | |
4/18/2024 | Congress Wealth Management LLC DE | 56,141 | $11.07M | 0.2% | +0.2% | 1.182% | |
4/18/2024 | Fifth Third Securities Inc. | 15,813 | $3.12M | 0.3% | -2.0% | 0.333% | |
4/12/2024 | AdvisorNet Financial Inc | 9,370 | $1.85M | 0.2% | +14.0% | 0.197% | |
4/11/2024 | Salem Investment Counselors Inc. | 424 | $84K | 0.0% | N/A | 0.009% | |
4/2/2024 | LBJ Family Wealth Advisors Ltd. | 4,565 | $900K | 0.6% | +2.8% | 0.098% | |
2/14/2024 | Westwood Holdings Group Inc. | 338,567 | $62.14M | 0.5% | +45.4% | 7.281% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 2,100 | $385K | 0.0% | N/A | 0.045% | |
2/9/2024 | Congress Wealth Management LLC DE | 56,005 | $10.28M | 0.2% | +0.2% | 1.204% | |
2/9/2024 | Commerce Bank | 8,465 | $1.55M | 0.0% | +1.6% | 0.182% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 20,354 | $3.74M | 0.0% | N/A | 0.438% | |
2/9/2024 | Assetmark Inc. | 109,201 | $20.04M | 0.1% | -2.3% | 2.348% | |
2/9/2024 | Wells Fargo & Company MN | 52,219 | $9.59M | 0.0% | +3.8% | 1.123% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 11,652 | $2.14M | 0.1% | -17.7% | 0.251% | |
2/8/2024 | Brown Advisory Inc. | 8,292 | $1.52M | 0.0% | +43.8% | 0.178% | |
2/8/2024 | Allegheny Financial Group LTD | 15,586 | $2.86M | 0.9% | +6.8% | 0.335% | |
2/8/2024 | Janney Montgomery Scott LLC | 6,584 | $1.21M | 0.0% | -9.2% | 0.142% | |
2/7/2024 | Avantax Advisory Services Inc. | 1,365 | $251K | 0.0% | N/A | 0.029% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,851 | $523K | 0.0% | -3.2% | 0.061% | |
2/7/2024 | NBC Securities Inc. | 292 | $53K | 0.0% | +98.6% | 0.006% | |
2/7/2024 | Principal Securities Inc. | 180 | $33K | 0.0% | N/A | 0.004% | |
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2/7/2024 | Wrapmanager Inc. | 2,499 | $459K | 0.1% | N/A | 0.054% | |
2/6/2024 | Crestone Asset Management LLC | 165,290 | $30.34M | 6.9% | -6.9% | 3.555% | |
2/6/2024 | Private Advisor Group LLC | 4,376 | $803K | 0.0% | +169.3% | 0.094% | |
2/6/2024 | FourThought Financial Partners LLC | 5,024 | $922K | 0.1% | +4.4% | 0.108% | |
2/5/2024 | Mather Group LLC. | 4,326 | $794K | 0.0% | -10.7% | 0.093% | |
2/5/2024 | Vance Wealth Inc. | 2,210 | $406K | 0.2% | -9.1% | 0.048% | |
2/2/2024 | Truist Financial Corp | 14,667 | $2.69M | 0.0% | -1.3% | 0.315% | |
2/1/2024 | Parkside Financial Bank & Trust | 4,074 | $748K | 0.1% | -56.3% | 0.088% | |
2/1/2024 | 1900 Wealth Management LLC | 5,499 | $1.01M | 0.1% | -63.3% | 0.118% | |
2/1/2024 | RWA Wealth Partners LLC | 13,572 | $2.49M | 0.0% | N/A | 0.292% | |
2/1/2024 | CWM LLC | 14,817 | $2.72M | 0.0% | +7.2% | 0.319% | |
2/1/2024 | Signaturefd LLC | 337 | $62K | 0.0% | +21.7% | 0.007% | |
2/1/2024 | Powell Investment Advisors LLC | 620 | $114K | 0.1% | +55.0% | 0.013% | |
1/31/2024 | WestHill Financial Advisors Inc. | 37,581 | $6.90M | 1.8% | +1.9% | 0.808% | |
1/30/2024 | Waldron Private Wealth LLC | 4,908 | $900K | 0.0% | -1.7% | 0.106% | |
1/29/2024 | ORG Partners LLC | 817 | $150K | 0.0% | N/A | 0.018% | |
1/29/2024 | Deroy & Devereaux Private Investment Counsel Inc. | 15,265 | $2.80M | 0.2% | +7.9% | 0.328% | |
1/29/2024 | Valeo Financial Advisors LLC | 1,115 | $205K | 0.0% | N/A | 0.024% | |
1/25/2024 | HC Advisors LLC | 3,198 | $587K | 0.3% | -8.6% | 0.069% | |
1/25/2024 | Americana Partners LLC | 1,132 | $208K | 0.0% | N/A | 0.024% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,840 | $888K | 0.0% | +3.0% | 0.104% | |
1/24/2024 | Compass Ion Advisors LLC | 1,788 | $328K | 0.1% | -14.4% | 0.038% | |
1/22/2024 | Wolf Group Capital Advisors | 4,656 | $822K | 0.4% | +3.1% | 0.100% | |
1/19/2024 | AdvisorNet Financial Inc | 8,221 | $1.51M | 0.1% | +146.4% | 0.177% | |
1/18/2024 | Grey Fox Wealth Advisors LLC | 3,837 | $704K | 0.3% | +7.5% | 0.083% | |
1/17/2024 | Riversedge Advisors LLC | 26,775 | $4.91M | 1.3% | +4.9% | 0.576% | |
1/16/2024 | Simon Quick Advisors LLC | 1,542 | $283K | 0.0% | N/A | 0.033% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 22,118 | $4.06M | 0.0% | -3.9% | 0.476% | |
1/16/2024 | Raymond James & Associates | 12,957 | $2.38M | 0.0% | +1.2% | 0.279% | |
1/11/2024 | IVC Wealth Advisors LLC | 12,937 | $2.38M | 1.5% | +10.2% | 0.278% | |
1/10/2024 | Cornerstone Wealth Management LLC | 1,232 | $226K | 0.0% | N/A | 0.026% | |
11/21/2023 | Oak Grove Capital LLC | 2,000 | $326K | 0.1% | -23.1% | 0.047% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 1,738 | $283K | 0.0% | +5.3% | 0.040% | |
11/15/2023 | First Citizens Asset Management Inc. | 2,944 | $480K | 0.2% | -28.1% | 0.068% | |
11/14/2023 | Mather Group LLC. | 4,845 | $790K | 0.0% | -12.2% | 0.113% | |
11/14/2023 | Parkside Financial Bank & Trust | 9,322 | $1.52M | 0.4% | +6.6% | 0.217% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,104 | $180K | 0.0% | +295.7% | 0.026% | |
11/13/2023 | Stifel Financial Corp | 10,958 | $1.79M | 0.0% | -4.1% | 0.255% | |
11/13/2023 | LPL Financial LLC | 50,581 | $8.25M | 0.0% | -31.4% | 1.176% | |
11/13/2023 | WestHill Financial Advisors Inc. | 36,873 | $6.01M | 1.8% | +3.9% | 0.858% | |
11/13/2023 | Envestnet Asset Management Inc. | 38,821 | $6.33M | 0.0% | -13.5% | 0.903% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 2,944 | $480K | 0.0% | N/A | 0.068% | |
11/13/2023 | Kestra Advisory Services LLC | 30,295 | $4.94M | 0.0% | -0.3% | 0.705% | |
11/9/2023 | Roffman Miller Associates Inc. PA | 2,221 | $362K | 0.0% | -5.8% | 0.052% | |
11/9/2023 | UBS Group AG | 34,202 | $5.58M | 0.0% | -13.4% | 0.795% | |
11/8/2023 | HighTower Advisors LLC | 37,560 | $6.12M | 0.0% | -4.7% | 0.873% | |
11/8/2023 | Oppenheimer & Co. Inc. | 3,169 | $517K | 0.0% | +41.1% | 0.074% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 6,426 | $1.05M | 0.0% | -2.3% | 0.149% | |
11/7/2023 | Savant Capital LLC | 12,713 | $2.07M | 0.0% | N/A | 0.296% | |
11/3/2023 | Vance Wealth Inc. | 2,432 | $397K | 0.2% | -4.7% | 0.057% | |
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11/3/2023 | Private Advisor Group LLC | 1,625 | $265K | 0.0% | N/A | 0.038% | |
11/3/2023 | Compass Ion Advisors LLC | 2,088 | $341K | 0.1% | N/A | 0.049% | |
11/1/2023 | Modera Wealth Management LLC | 584,493 | $95.33M | 1.7% | +29,256.8% | 13.593% | |
10/31/2023 | Allworth Financial LP | 324 | $53K | 0.0% | -44.9% | 0.008% | |
10/30/2023 | Congress Wealth Management LLC DE | 55,916 | $9.12M | 0.2% | N/A | 1.300% | |
10/27/2023 | Assetmark Inc. | 111,825 | $18.24M | 0.1% | +4.3% | 2.601% | |
10/27/2023 | Crestone Asset Management LLC | 177,532 | $28.96M | 6.9% | -5.4% | 4.129% | |
10/26/2023 | Waldron Private Wealth LLC | 4,991 | $814K | 0.0% | -5.5% | 0.116% | |
10/25/2023 | Sutton Place Investors LLC | 1,300 | $212K | 0.3% | N/A | 0.030% | |
10/24/2023 | Bank of New York Mellon Corp | 1,468 | $239K | 0.0% | -8.1% | 0.034% | |