5/15/2024 | SVB Wealth LLC | 36,369 | $1.56M | 0.0% | -18.2% | 0.128% | |
5/14/2024 | OLD Mission Capital LLC | 128,798 | $5.52M | 0.1% | +186.2% | 0.454% | |
5/10/2024 | Nicolet Advisory Services LLC | 9,495 | $405K | 0.0% | -10.8% | 0.033% | |
5/9/2024 | Brighton Jones LLC | 290,616 | $12.44M | 0.4% | +2.6% | 1.023% | |
5/9/2024 | Blair William & Co. IL | 55,648 | $2.38M | 0.0% | -7.4% | 0.196% | |
5/8/2024 | Heritage Wealth Advisors | 8,783 | $387K | 0.0% | +41,723.8% | 0.031% | |
|
5/8/2024 | Avantax Advisory Services Inc. | 14,899 | $638K | 0.0% | -10.2% | 0.052% | |
5/8/2024 | US Bancorp DE | 85,005 | $3.64M | 0.0% | +5.2% | 0.299% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 17,847 | $764K | 0.0% | +139.8% | 0.063% | |
5/3/2024 | Avidian Wealth Solutions LLC | 139,481 | $5.97M | 0.3% | +1.0% | 0.491% | |
5/3/2024 | Larson Financial Group LLC | 4,423 | $189K | 0.0% | -28.9% | 0.016% | |
5/2/2024 | First Command Advisory Services Inc. | 11,605 | $497K | 0.0% | -28.6% | 0.041% | |
5/2/2024 | USAdvisors Wealth Management LLC | 8,172 | $347K | 0.1% | -7.9% | 0.029% | |
5/2/2024 | Quent Capital LLC | 290,836 | $12.45M | 1.5% | +17.4% | 1.024% | |
5/2/2024 | PDS Planning Inc | 5,252 | $225K | 0.0% | -24.9% | 0.018% | |
5/1/2024 | Sequoia Financial Advisors LLC | 17,449 | $747K | 0.0% | -1.6% | 0.061% | |
4/30/2024 | Private Advisor Group LLC | 25,657 | $1.10M | 0.0% | -5.2% | 0.090% | |
4/30/2024 | J.W. Cole Advisors Inc. | 7,654 | $328K | 0.0% | +12.8% | 0.027% | |
4/29/2024 | FAS Wealth Partners Inc. | 1,546 | $66K | 0.0% | -47.5% | 0.005% | |
4/26/2024 | Emerald Advisors LLC | 5,364 | $230K | 0.0% | -50.1% | 0.019% | |
4/24/2024 | SOL Capital Management CO | 15,156 | $649K | 0.1% | -6.5% | 0.053% | |
4/24/2024 | Simplicity Wealth LLC | 17,859 | $765K | 0.0% | +247.4% | 0.062% | |
4/23/2024 | Addis & Hill Inc | 103,424 | $4.31M | 3.7% | +1.3% | 0.360% | |
4/23/2024 | Fifth Third Bancorp | 14,936 | $640K | 0.0% | -3.1% | 0.052% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 621,252 | $26.60M | 0.0% | +88.6% | 2.165% | |
4/22/2024 | PFG Investments LLC | 8,150 | $349K | 0.0% | N/A | 0.028% | |
4/22/2024 | Altfest L J & Co. Inc. | 40,188 | $1.72M | 0.2% | -73.0% | 0.140% | |
4/22/2024 | Raymond James & Associates | 307,338 | $13.16M | 0.0% | +39.7% | 1.071% | |
4/18/2024 | Total Wealth Planning LLC | 38,140 | $1.63M | 0.3% | -0.7% | 0.133% | |
4/18/2024 | Edmonds Duncan Registered Investment Advisors LLC | 9,476 | $406K | 0.1% | +4.6% | 0.033% | |
4/17/2024 | MPS Loria Financial Planners LLC | 10,410 | $446K | 0.1% | -15.3% | 0.036% | |
4/17/2024 | Brooklyn FI LLC | 38,393 | $1.64M | 0.7% | +2.4% | 0.134% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 25,587 | $1.10M | 0.0% | -9.3% | 0.089% | |
4/15/2024 | Flagstar Advisors Inc. | 5,650 | $242K | 0.1% | -10.9% | 0.020% | |
4/11/2024 | RFG Advisory LLC | 20,428 | $875K | 0.0% | -14.4% | 0.069% | |
4/10/2024 | Park Avenue Securities LLC | 53,587 | $2.30M | 0.0% | +5.7% | 0.181% | |
4/10/2024 | Banque Cantonale Vaudoise | 78,986 | $3.38M | 0.1% | +2.5% | 0.266% | |
4/4/2024 | Boltwood Capital Management | 7,504 | $321K | 0.1% | +16.6% | 0.025% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,716 | $119K | 0.0% | +321.7% | 0.009% | |
3/21/2024 | Addis & Hill Inc | 102,076 | $4.26M | 3.8% | N/A | 0.344% | |
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3/1/2024 | Goldman Sachs Group Inc. | 3,318,412 | $145.05M | 0.0% | -7.2% | 11.192% | |
2/26/2024 | Virtu Financial LLC | 8,608 | $376K | 0.0% | N/A | 0.029% | |
2/22/2024 | Scarborough Advisors LLC | 3,635 | $159K | 0.0% | N/A | 0.012% | |
2/14/2024 | XML Financial LLC | 105,729 | $4.62M | 0.5% | -3.9% | 0.357% | |
2/14/2024 | CFS Investment Advisory Services LLC | 5,254 | $230K | 0.0% | -11.4% | 0.018% | |
2/13/2024 | Joseph Group Capital Management | 1,643 | $72K | 0.0% | +21.9% | 0.006% | |
2/13/2024 | Goldman Sachs Group Inc. | 3,318,412 | $145.05M | 0.0% | -7.2% | 11.192% | |
2/13/2024 | Jones Financial Companies Lllp | 142,262 | $6.22M | 0.0% | -1.4% | 0.480% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 23,275 | $1.02M | 0.6% | N/A | 0.078% | |
2/12/2024 | Brown Brothers Harriman & Co. | 1,000 | $44K | 0.0% | N/A | 0.003% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,546 | $199K | 0.0% | -5.2% | 0.015% | |
2/12/2024 | Hsbc Holdings PLC | 387,473 | $16.94M | 0.0% | -22.5% | 1.307% | |
2/9/2024 | Orion Portfolio Solutions LLC | 14,753 | $642K | 0.0% | +25.4% | 0.050% | |
2/9/2024 | US Bancorp DE | 80,785 | $3.53M | 0.0% | +12.7% | 0.272% | |
2/8/2024 | Beacon Pointe Advisors LLC | 61,557 | $2.69M | 0.0% | +19.1% | 0.208% | |
2/8/2024 | Efficient Advisors LLC | 65,821 | $2.88M | 0.2% | -3.5% | 0.222% | |
2/7/2024 | Avantax Advisory Services Inc. | 16,599 | $726K | 0.0% | +12.9% | 0.056% | |
2/7/2024 | Almanack Investment Partners LLC. | 6,068 | $265K | 0.0% | -9.1% | 0.020% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 7,442 | $325K | 0.0% | -12.0% | 0.025% | |
2/7/2024 | One Capital Management LLC | 236,671 | $10.35M | 0.4% | +124.7% | 0.798% | |
2/7/2024 | JFS Wealth Advisors LLC | 115,595 | $5.05M | 0.4% | -15.5% | 0.390% | |
2/7/2024 | MPS Loria Financial Planners LLC | 12,285 | $537K | 0.2% | +2.5% | 0.041% | |
2/7/2024 | Hills Bank & Trust Co | 188,595 | $8.24M | 0.8% | +1.5% | 0.636% | |
2/7/2024 | Wealthspire Advisors LLC | 5,281 | $231K | 0.0% | N/A | 0.018% | |
2/6/2024 | Moss Adams Wealth Advisors LLC | 69,459 | $3.04M | 0.6% | +243.3% | 0.234% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,961 | $348K | 0.0% | -9.1% | 0.027% | |
2/6/2024 | N.E.W. Advisory Services LLC | 5,575 | $244K | 0.0% | -6.7% | 0.019% | |
2/6/2024 | Private Advisor Group LLC | 27,073 | $1.18M | 0.0% | -17.1% | 0.091% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 8,623 | $377K | 0.0% | -21.0% | 0.029% | |
2/6/2024 | Avidian Wealth Solutions LLC | 138,056 | $6.03M | 0.4% | -4.7% | 0.466% | |
2/6/2024 | M&T Bank Corp | 157,531 | $6.89M | 0.0% | -13.0% | 0.531% | |
2/6/2024 | Great Valley Advisor Group Inc. | 23,510 | $1.03M | 0.0% | +12.2% | 0.079% | |
2/5/2024 | Savant Capital LLC | 29,134 | $1.27M | 0.0% | -13.5% | 0.098% | |
2/5/2024 | Brighton Jones LLC | 283,279 | $12.38M | 0.5% | +21.2% | 0.955% | |
2/5/2024 | Israel Discount Bank of New York | 27,712 | $1.21M | 0.9% | -2.5% | 0.093% | |
2/5/2024 | HHM Wealth Advisors LLC | 39,315 | $1.72M | 0.3% | -22.3% | 0.133% | |
2/5/2024 | Total Wealth Planning LLC | 38,428 | $1.68M | 0.3% | -5.8% | 0.130% | |
2/2/2024 | Valmark Advisers Inc. | 94,224 | $4.12M | 0.1% | +28.0% | 0.318% | |
2/2/2024 | Truist Financial Corp | 8,644 | $378K | 0.0% | -8.1% | 0.029% | |
2/2/2024 | BIP Wealth LLC | 47,143 | $2.06M | 0.2% | -20.2% | 0.159% | |
2/2/2024 | Capital Advisors Ltd. LLC | 715 | $31K | 0.0% | -64.1% | 0.002% | |
2/1/2024 | Aspire Private Capital LLC | 6,713 | $293K | 0.1% | +85.8% | 0.023% | |
2/1/2024 | CWM LLC | 15,150 | $662K | 0.0% | +3,439.7% | 0.051% | |
2/1/2024 | First Command Advisory Services Inc. | 16,264 | $711K | 0.0% | -23.1% | 0.055% | |
1/31/2024 | J.W. Cole Advisors Inc. | 6,784 | $297K | 0.0% | N/A | 0.023% | |
1/30/2024 | SVB Wealth LLC | 44,449 | $1.94M | 0.0% | -40.7% | 0.150% | |
1/30/2024 | Capital Analysts LLC | 3,565 | $156K | 0.0% | -56.3% | 0.012% | |
1/30/2024 | Waldron Private Wealth LLC | 221,758 | $9.69M | 0.5% | -4.5% | 0.748% | |
1/29/2024 | Brooklyn FI LLC | 37,497 | $1.64M | 0.8% | -30.4% | 0.126% | |
1/29/2024 | Simplicity Wealth LLC | 5,141 | $225K | 0.1% | N/A | 0.017% | |
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1/29/2024 | Consolidated Portfolio Review Corp | 8,218 | $359K | 0.1% | -13.9% | 0.028% | |
1/29/2024 | Simplicity Solutions LLC | 8,147 | $356K | 0.0% | +33.6% | 0.027% | |
1/29/2024 | Tilson Financial Group Inc. | 7,949 | $347K | 0.2% | -24.4% | 0.027% | |
1/29/2024 | DHK Financial Advisors Inc. | 39,537 | $1.73M | 1.3% | +1.1% | 0.133% | |
1/29/2024 | Valeo Financial Advisors LLC | 5,207 | $228K | 0.0% | N/A | 0.018% | |
1/26/2024 | Cerity Partners LLC | 249,557 | $10.91M | 0.0% | +1,494.1% | 0.842% | |
1/26/2024 | Lester Murray Antman dba SimplyRich | 23,237 | $1.02M | 0.3% | N/A | 0.078% | |
1/25/2024 | RFG Advisory LLC | 23,868 | $1.04M | 0.0% | +2.6% | 0.080% | |
1/25/2024 | SOL Capital Management CO | 16,206 | $708K | 0.1% | -31.3% | 0.055% | |
1/25/2024 | International Assets Investment Management LLC | 112,816 | $4.93M | 0.0% | N/A | 0.380% | |