5/14/2024 | OLD Mission Capital LLC | 101,795 | $7.75M | 0.1% | +144.6% | 0.802% | |
5/7/2024 | PFG Advisors | 17,286 | $1.32M | 0.1% | +13.2% | 0.136% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 10,980 | $835K | 0.0% | +9.3% | 0.086% | |
5/4/2024 | Geneos Wealth Management Inc. | 35,251 | $2.68M | 0.1% | -6.4% | 0.278% | |
5/3/2024 | TFB Advisors LLC | 4,919 | $363K | 0.1% | +44.8% | 0.039% | |
5/2/2024 | Mutual Advisors LLC | 19,530 | $1.49M | 0.0% | +1.7% | 0.154% | |
|
5/2/2024 | Adapt Wealth Advisors LLC | 102,230 | $7.78M | 5.5% | N/A | 0.805% | |
5/2/2024 | Vantage Financial Partners LLC | 11,794 | $897K | 0.2% | +5.7% | 0.093% | |
5/1/2024 | Intelligence Driven Advisers LLC | 893,434 | $67.98M | 10.0% | +0.3% | 7.035% | |
5/1/2024 | Financial Guidance Group Inc. | 117,838 | $8.97M | 5.8% | -0.6% | 0.928% | |
4/30/2024 | Private Advisor Group LLC | 168,740 | $12.84M | 0.1% | +3.1% | 1.329% | |
4/29/2024 | Commonwealth Equity Services LLC | 115,732 | $8.81M | 0.0% | +1.4% | 0.911% | |
4/29/2024 | Brio Consultants LLC | 57,216 | $4.35M | 0.7% | -3.9% | 0.451% | |
4/23/2024 | Sweet Financial Partners LLC | 47,962 | $3.65M | 0.8% | +0.3% | 0.375% | |
4/23/2024 | McAdam LLC | 9,612 | $731K | 0.0% | +58.0% | 0.075% | |
4/22/2024 | Edge Financial Advisors LLC | 15,028 | $1.14M | 1.0% | N/A | 0.117% | |
4/20/2024 | KWB Wealth | 153,296 | $11.66M | 1.6% | -0.2% | 1.198% | |
4/19/2024 | Cornerstone Wealth Management LLC | 12,976 | $987K | 0.1% | +1.4% | 0.101% | |
4/18/2024 | Capital Advisors Ltd. LLC | 14,575 | $1.11M | 0.1% | +12.7% | 0.114% | |
4/16/2024 | Seed Wealth Management Inc. | 2,700 | $205K | 0.2% | N/A | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 71,891 | $5.47M | 0.0% | -16.6% | 0.562% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 39,491 | $3.01M | 0.1% | -43.8% | 0.309% | |
4/15/2024 | Hobart Private Capital LLC | 114,424 | $8.71M | 2.7% | -28.6% | 0.894% | |
4/15/2024 | Financial Enhancement Group LLC | 409,083 | $30.19M | 5.0% | -4.0% | 3.196% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 145,968 | $11.11M | 0.4% | +6.2% | 1.140% | |
4/12/2024 | Lane & Associates LLC | 91,427 | $6.96M | 4.4% | +1.0% | 0.714% | |
4/10/2024 | Johnson & White Wealth Management LLC | 61,847 | $4.71M | 3.4% | -4.7% | 0.414% | |
4/10/2024 | Park Avenue Securities LLC | 8,533 | $649K | 0.0% | +22.1% | 0.057% | |
4/10/2024 | Signal Advisors Wealth LLC | 7,632 | $581K | 0.1% | +11.8% | 0.051% | |
4/5/2024 | First Hawaiian Bank | 331,383 | $25.22M | 0.8% | -15.1% | 2.217% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 34,615 | $2.53M | 1.4% | -4.0% | 0.232% | |
2/27/2024 | ARQ Wealth Advisors LLC | 89,016 | $6.51M | 3.9% | +10.8% | 0.595% | |
2/10/2024 | Linscomb & Williams Inc. | 2,810 | $205K | 0.0% | N/A | 0.019% | |
2/9/2024 | 1620 Investment Advisors Inc. | 40,342 | $2.95M | 2.9% | +1.6% | 0.270% | |
2/9/2024 | Journey Strategic Wealth LLC | 25,219 | $1.84M | 0.1% | +17.9% | 0.169% | |
2/9/2024 | Assetmark Inc. | 2,737 | $200K | 0.0% | +10.9% | 0.018% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 10,044 | $734K | 0.0% | +11.6% | 0.067% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 3,450 | $252K | 0.1% | -5.7% | 0.023% | |
2/6/2024 | Private Advisor Group LLC | 163,651 | $11.96M | 0.1% | +5.8% | 1.095% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 70,300 | $5.14M | 0.2% | +32.3% | 0.470% | |
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2/6/2024 | Intelligence Driven Advisers LLC | 890,670 | $64.73M | 10.5% | -19.5% | 5.958% | |
2/6/2024 | Great Valley Advisor Group Inc. | 426,462 | $31.17M | 1.1% | +11.3% | 2.853% | |
2/5/2024 | McAdam LLC | 6,085 | $445K | 0.0% | +3.7% | 0.041% | |
2/5/2024 | Bridgewealth Advisory Group LLC | 3,278 | $240K | 0.2% | -15.5% | 0.022% | |
2/5/2024 | Vantage Financial Partners LLC | 11,156 | $815K | 0.2% | N/A | 0.075% | |
2/5/2024 | Brio Consultants LLC | 59,549 | $4.35M | 0.8% | +19.0% | 0.398% | |
2/1/2024 | Element Wealth LLC | 17,618 | $1.29M | 0.8% | +1.3% | 0.118% | |
2/1/2024 | Sage Mountain Advisors LLC | 62,562 | $4.57M | 0.5% | -4.8% | 0.418% | |
2/1/2024 | CWM LLC | 37,735 | $2.76M | 0.0% | +12.4% | 0.252% | |
1/26/2024 | Eagle Strategies LLC | 304,004 | $22.22M | 4.8% | N/A | 2.033% | |
1/26/2024 | Geneos Wealth Management Inc. | 37,655 | $2.75M | 0.1% | -10.2% | 0.252% | |
1/26/2024 | Financial Guidance Group Inc. | 118,541 | $8.66M | 6.0% | -4.0% | 0.793% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,192 | $599K | 0.0% | +13.2% | 0.055% | |
1/24/2024 | Sowell Financial Services LLC | 104,139 | $7.61M | 0.4% | -8.7% | 0.697% | |
1/24/2024 | Private Trust Co. NA | 4,245 | $310K | 0.0% | -17.0% | 0.028% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 8,340 | $610K | 0.1% | -8.5% | 0.056% | |
1/23/2024 | Levy Wealth Management Group LLC | 73,506 | $5.37M | 1.5% | -4.1% | 0.492% | |
1/19/2024 | PFG Advisors | 15,264 | $1.12M | 0.1% | +3.5% | 0.102% | |
1/18/2024 | Financial Enhancement Group LLC | 426,347 | $30.40M | 5.4% | -2.7% | 2.852% | |
1/18/2024 | TFB Advisors LLC | 3,398 | $248K | 0.1% | -53.2% | 0.023% | |
1/18/2024 | Hobart Private Capital LLC | 160,193 | $11.71M | 3.9% | -20.1% | 1.072% | |
1/17/2024 | Johnson & White Wealth Management LLC | 64,897 | $4.74M | 3.9% | -1.9% | 0.434% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 4,355 | $318K | 0.0% | -51.7% | 0.029% | |
1/12/2024 | Mutual Advisors LLC | 19,204 | $1.40M | 0.0% | +92.8% | 0.128% | |
1/12/2024 | Sweet Financial Partners LLC | 47,825 | $3.50M | 0.8% | +5.3% | 0.320% | |
1/12/2024 | CX Institutional | 174,488 | $12.75M | 0.7% | -3.0% | 1.167% | |
1/11/2024 | Orgel Wealth Management LLC | 3,915 | $286K | 0.0% | -8.9% | 0.026% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 137,480 | $9.94M | 0.4% | +45.1% | 0.920% | |
1/11/2024 | KWB Wealth | 153,528 | $11.22M | 1.6% | +12.5% | 1.027% | |
1/9/2024 | First Hawaiian Bank | 390,283 | $28.52M | 0.9% | -0.7% | 2.611% | |
11/30/2023 | ARQ Wealth Advisors LLC | 80,306 | $5.38M | 4.0% | -10.4% | 0.537% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 45,741 | $3.07M | 0.0% | -71.4% | 0.306% | |
11/15/2023 | Ameriprise Financial Inc. | 3,017,386 | $202.26M | 0.1% | -26.5% | 20.183% | |
11/14/2023 | Mutual Advisors LLC | 9,963 | $668K | 0.0% | -83.3% | 0.067% | |
11/13/2023 | Mariner LLC | 55,975 | $3.75M | 0.0% | -1.2% | 0.374% | |
11/13/2023 | LPL Financial LLC | 762,190 | $51.10M | 0.0% | -17.7% | 5.098% | |
11/13/2023 | TFB Advisors LLC | 7,259 | $487K | 0.6% | -5.6% | 0.049% | |
11/13/2023 | Envestnet Asset Management Inc. | 467,617 | $31.35M | 0.0% | +0.1% | 3.128% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 9,000 | $603K | 0.0% | N/A | 0.060% | |
11/13/2023 | Kestra Advisory Services LLC | 19,149 | $1.28M | 0.0% | +3.5% | 0.128% | |
11/9/2023 | Bridgewealth Advisory Group LLC | 3,878 | $260K | 0.3% | N/A | 0.026% | |
11/9/2023 | Betterment LLC | 6,271 | $420K | 0.0% | +19.5% | 0.042% | |
11/9/2023 | 1620 Investment Advisors Inc. | 39,710 | $2.66M | 2.9% | +1.3% | 0.266% | |
11/8/2023 | HighTower Advisors LLC | 41,427 | $2.77M | 0.0% | +1.1% | 0.277% | |
11/8/2023 | Journey Strategic Wealth LLC | 21,393 | $1.43M | 0.1% | +10.7% | 0.143% | |
11/8/2023 | Sowell Financial Services LLC | 114,055 | $7.65M | 0.5% | -31.5% | 0.763% | |
11/8/2023 | Western Wealth Management LLC | 18,467 | $1.24M | 0.1% | +2.0% | 0.124% | |
11/7/2023 | Merit Financial Group LLC | 68,294 | $4.58M | 0.1% | -19.4% | 0.457% | |
11/7/2023 | Intelligence Driven Advisers LLC | 1,106,816 | $72.63M | 12.9% | +4.7% | 7.403% | |
11/7/2023 | Addison Advisors LLC | 1,635 | $110K | 0.1% | +10.8% | 0.011% | |
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11/7/2023 | Great Valley Advisor Group Inc. | 383,038 | $25.68M | 1.1% | +10.5% | 2.562% | |
11/6/2023 | Hobart Private Capital LLC | 200,383 | $13.43M | 5.1% | +50.7% | 1.340% | |
11/4/2023 | NBC Securities Inc. | 981 | $65K | 0.0% | N/A | 0.007% | |
11/3/2023 | Private Advisor Group LLC | 154,723 | $10.37M | 0.1% | +7.9% | 1.035% | |
10/30/2023 | Nvwm LLC | 13,965 | $936K | 0.3% | +1.9% | 0.093% | |
10/27/2023 | Assetmark Inc. | 2,467 | $165K | 0.0% | +28.8% | 0.017% | |
10/27/2023 | Princeton Global Asset Management LLC | 5,418 | $363K | 0.1% | -5.7% | 0.036% | |
10/27/2023 | First Horizon Advisors Inc. | 1,628 | $109K | 0.0% | -10.5% | 0.011% | |
10/27/2023 | Brio Consultants LLC | 50,040 | $3.36M | 0.6% | -1.3% | 0.335% | |
10/26/2023 | Orgel Wealth Management LLC | 4,299 | $288K | 0.0% | -62.0% | 0.029% | |