5/11/2024 | ESL Trust Services LLC | 8,273 | $260K | 0.1% | -16.0% | 0.091% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 201,929 | $6.36M | 0.1% | +58.0% | 2.219% | |
5/1/2024 | Cantor Fitzgerald Investment Advisors L.P. | 60,258 | $1.90M | 0.1% | +0.8% | 0.662% | |
4/29/2024 | Commonwealth Equity Services LLC | 472,499 | $14.87M | 0.0% | -7.1% | 5.192% | |
4/29/2024 | Greenleaf Trust | 77,099 | $2.43M | 0.0% | -77.2% | 0.847% | |
4/25/2024 | Osborne Partners Capital Management LLC | 458,012 | $14.42M | 0.9% | +0.8% | 4.978% | |
|
4/25/2024 | Eudaimonia Partners LLC | 17,999 | $567K | 0.1% | +3.4% | 0.196% | |
4/25/2024 | Eudaimonia Advisors LLC | 29,437 | $927K | 0.5% | +8.5% | 0.320% | |
4/23/2024 | Global Retirement Partners LLC | 2,235 | $70K | 0.0% | -67.4% | 0.024% | |
4/23/2024 | McAdam LLC | 8,598 | $271K | 0.0% | +9.2% | 0.093% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 43,685 | $1.38M | 0.0% | +4.0% | 0.475% | |
4/18/2024 | RHS Financial LLC | 8,769 | $276K | 0.2% | -9.0% | 0.095% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 28,786 | $906K | 0.0% | -23.5% | 0.313% | |
4/15/2024 | Aspiriant LLC | 135,681 | $4.27M | 0.2% | -16.7% | 1.475% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 279,600 | $8.89M | 0.2% | -41.0% | 1.839% | |
2/26/2024 | Integrated Advisors Network LLC | 14,931 | $469K | 0.0% | -4.6% | 0.098% | |
2/16/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
2/14/2024 | Personal CFO Solutions LLC | 118,067 | $3.71M | 0.6% | -1.0% | 0.777% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 97,597 | $3.07M | 2.3% | -3.9% | 0.642% | |
2/13/2024 | The Manufacturers Life Insurance Company | 926,285 | $29.10M | 0.0% | -3.4% | 6.094% | |
2/12/2024 | Avestar Capital LLC | 116,458 | $3.70M | 0.4% | +20.3% | 0.766% | |
2/12/2024 | ESL Trust Services LLC | 9,845 | $309K | 0.1% | -36.5% | 0.065% | |
2/12/2024 | Focus Financial Network Inc. ADV | 18,316 | $582K | 0.0% | N/A | 0.121% | |
2/12/2024 | Cantor Fitzgerald Investment Advisors L.P. | 59,785 | $1.88M | 0.1% | N/A | 0.393% | |
2/9/2024 | Orion Portfolio Solutions LLC | 20,363 | $643K | 0.0% | -26.2% | 0.134% | |
2/9/2024 | SageView Advisory Group LLC | 459,813 | $14.44M | 0.5% | +1,344.3% | 3.025% | |
2/9/2024 | CreativeOne Wealth LLC | 36,688 | $1.15M | 0.1% | +53.7% | 0.241% | |
2/9/2024 | Sachetta LLC | 1,229 | $39K | 0.0% | N/A | 0.008% | |
2/8/2024 | Eudaimonia Partners LLC | 17,412 | $547K | 0.1% | +15.2% | 0.115% | |
2/7/2024 | Principal Securities Inc. | 1,628 | $51K | 0.0% | N/A | 0.011% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 37,635 | $1.18M | 0.0% | -91.7% | 0.248% | |
2/6/2024 | New York Life Investment Management LLC | 1,335,576 | $41.95M | 0.4% | -3.6% | 8.787% | |
2/5/2024 | Savant Capital LLC | 116,790 | $3.67M | 0.0% | +3.4% | 0.768% | |
2/5/2024 | McAdam LLC | 7,876 | $247K | 0.0% | -16.6% | 0.052% | |
2/2/2024 | Acas LLC | 49,170 | $1.54M | 1.8% | -3.0% | 0.323% | |
2/1/2024 | Eudaimonia Advisors LLC | 27,129 | $852K | 0.6% | -2.6% | 0.178% | |
2/1/2024 | Legacy Financial Strategies LLC | 10,208 | $321K | 0.1% | -28.2% | 0.067% | |
2/1/2024 | CWM LLC | 8,396 | $264K | 0.0% | +109.0% | 0.055% | |
1/31/2024 | Greenleaf Trust | 338,690 | $10.64M | 0.1% | -87.2% | 2.228% | |
1/26/2024 | Aspiriant LLC | 162,922 | $5.12M | 0.2% | -17.0% | 1.072% | |
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1/25/2024 | Trivant Custom Portfolio Group LLC | 1,045 | $33K | 0.0% | N/A | 0.007% | |
1/24/2024 | Allworth Financial LP | 47,958 | $1.51M | 0.0% | -5.8% | 0.316% | |
1/22/2024 | Osborne Partners Capital Management LLC | 454,445 | $14.27M | 0.9% | +3.4% | 2.990% | |
1/18/2024 | Global Retirement Partners LLC | 6,863 | $216K | 0.0% | -25.7% | 0.045% | |
1/18/2024 | RHS Financial LLC | 9,631 | $303K | 0.2% | +16.1% | 0.063% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 42,020 | $1.32M | 0.0% | +37.4% | 0.276% | |
1/16/2024 | Raymond James & Associates | 95,796 | $3.01M | 0.0% | +1.3% | 0.630% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 473,974 | $14.97M | 0.4% | +53.2% | 3.118% | |
11/17/2023 | OLD National Bancorp IN | 14,994 | $474K | 0.0% | -2.1% | 0.099% | |
11/16/2023 | Integrated Advisors Network LLC | 15,647 | $494K | 0.0% | +7.2% | 0.103% | |
11/16/2023 | Belpointe Asset Management LLC | 8,090 | $256K | 0.0% | N/A | 0.053% | |
11/15/2023 | Integrated Wealth Concepts LLC | 117,132 | $3.70M | 0.1% | -2.0% | 0.771% | |
11/15/2023 | The Manufacturers Life Insurance Company | 958,643 | $30.28M | 0.0% | -2.3% | 6.307% | |
11/13/2023 | Personal CFO Solutions LLC | 119,292 | $3.77M | 0.7% | +1.4% | 0.785% | |
11/13/2023 | LPL Financial LLC | 456,171 | $14.41M | 0.0% | -1.9% | 3.001% | |
11/13/2023 | Envestnet Asset Management Inc. | 337,185 | $10.65M | 0.0% | -24.4% | 2.218% | |
11/13/2023 | Legacy Financial Strategies LLC | 14,226 | $442K | 0.1% | -9.1% | 0.094% | |
11/9/2023 | Greenleaf Trust | 2,641,038 | $83.43M | 1.0% | +0.8% | 17.375% | |
11/8/2023 | New York Life Investment Management LLC | 1,385,514 | $43.77M | 0.5% | +34.5% | 9.115% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 124,777 | $3.94M | 0.1% | +4.6% | 0.821% | |
11/7/2023 | Savant Capital LLC | 112,926 | $3.57M | 0.1% | -8.8% | 0.743% | |
11/3/2023 | SageView Advisory Group LLC | 31,837 | $1.01M | 0.1% | -17.0% | 0.209% | |
11/1/2023 | Orion Portfolio Solutions LLC | 27,590 | $872K | 0.0% | -12.8% | 0.182% | |
10/31/2023 | McAdam LLC | 9,441 | $298K | 0.0% | -6.6% | 0.062% | |
10/31/2023 | Allworth Financial LP | 50,931 | $1.61M | 0.0% | -18.6% | 0.335% | |
10/26/2023 | Osborne Partners Capital Management LLC | 439,675 | $13.89M | 1.0% | +0.9% | 2.893% | |
10/24/2023 | Acas LLC | 50,702 | $1.60M | 2.0% | +1.8% | 0.334% | |
10/24/2023 | Eudaimonia Advisors LLC | 27,848 | $880K | 0.6% | +3.0% | 0.183% | |
10/23/2023 | Commonwealth Equity Services LLC | 497,221 | $15.71M | 0.0% | -13.2% | 3.271% | |
10/20/2023 | Avestar Capital LLC | 96,784 | $3.06M | 0.4% | N/A | 0.637% | |
10/20/2023 | Modus Advisors LLC | 81,057 | $2.56M | 1.1% | -2.2% | 0.533% | |
10/18/2023 | Pinnacle Bancorp Inc. | 1,584 | $50K | 0.0% | -26.3% | 0.010% | |
10/17/2023 | CreativeOne Wealth LLC | 23,867 | $754K | 0.1% | -9.4% | 0.157% | |
10/13/2023 | Global Retirement Partners LLC | 9,240 | $291K | 0.0% | -32.2% | 0.061% | |
10/12/2023 | Wealthcare Capital Management LLC | 11,685 | $369K | 0.0% | -5.1% | 0.077% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 454,115 | $14.35M | 0.7% | -5.2% | 2.988% | |
10/10/2023 | National Bank of Canada FI | 1,305 | $41K | 0.0% | +44.2% | 0.009% | |
9/21/2023 | Baystate Wealth Management LLC | 24,795 | $774K | 0.1% | N/A | 0.163% | |
9/12/2023 | Farther Finance Advisors LLC | 59,167 | $1.85M | 0.4% | +43.8% | 0.389% | |
8/17/2023 | Imprint Wealth LLC | 167,544 | $16.75M | 0.7% | +1,602.0% | 1.102% | |
8/15/2023 | Cantor Fitzgerald L. P. | 127,609 | $3.98M | 0.1% | -2.2% | 0.840% | |
8/14/2023 | Eqis Capital Management Inc. | 10,161 | $317K | 0.0% | +45.0% | 0.067% | |
8/11/2023 | SageView Advisory Group LLC | 38,378 | $1.20M | 0.1% | +151.4% | 0.252% | |
8/11/2023 | The Manufacturers Life Insurance Company | 980,741 | $30.60M | 0.0% | +7.9% | 6.452% | |
8/11/2023 | ESL Trust Services LLC | 15,222 | $475K | 0.1% | -10.0% | 0.100% | |
8/10/2023 | GeoWealth Management LLC | 4,224 | $132K | 0.0% | -30.5% | 0.028% | |
8/10/2023 | Personal CFO Solutions LLC | 117,590 | $3.67M | 0.7% | +3.6% | 0.774% | |
8/10/2023 | Commonwealth Equity Services LLC | 573,013 | $17.88M | 0.0% | -1.6% | 3.770% | |
8/8/2023 | Arbor Capital Management Inc. ADV | 101,460 | $3.15M | 2.4% | -0.7% | 0.668% | |
8/7/2023 | New York Life Investment Management LLC | 1,030,024 | $32.14M | 0.3% | N/A | 6.776% | |
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8/4/2023 | Envestnet Asset Management Inc. | 446,126 | $13.92M | 0.0% | -12.5% | 2.935% | |
8/4/2023 | Savant Capital LLC | 123,885 | $3.87M | 0.1% | +9.1% | 0.815% | |
8/4/2023 | IFP Advisors Inc | 15,327 | $433K | 0.0% | -22.2% | 0.101% | |
8/3/2023 | CWM LLC | 4,207 | $131K | 0.0% | +47.2% | 0.028% | |
8/3/2023 | Oppenheimer Asset Management Inc. | 119,244 | $3.72M | 0.1% | -1.4% | 0.785% | |
8/2/2023 | Baystate Wealth Management LLC | 24,795 | $774K | 0.1% | N/A | 0.163% | |
8/2/2023 | McAdam LLC | 10,105 | $315K | 0.0% | -45.4% | 0.066% | |
7/31/2023 | Curi Wealth Management LLC | 13,211 | $412K | 0.1% | -93.8% | 0.087% | |
7/31/2023 | LPL Financial LLC | 465,084 | $14.51M | 0.0% | -2.2% | 3.060% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 309,285 | $9.65M | 0.2% | -13.8% | 2.118% | |