4/30/2024 | Lakeridge Wealth Management LLC | 2,296 | $226K | 0.1% | +12.2% | 0.161% | |
4/26/2024 | JNBA Financial Advisors | 1,520 | $149K | 0.0% | -29.6% | 0.106% | |
4/25/2024 | Osborne Partners Capital Management LLC | 3,891 | $383K | 0.0% | -34.0% | 0.272% | |
2/12/2024 | Palisades Hudson Asset Management L.P. | 7,456 | $825K | 0.4% | +13.5% | 0.457% | |
2/9/2024 | Assetmark Inc. | 4,888 | $541K | 0.0% | +99.9% | 0.300% | |
2/7/2024 | Endowment Wealth Management Inc. | 1,856 | $205K | 0.2% | N/A | 0.114% | |
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2/6/2024 | National Bank of Canada FI | 1,016 | $109K | 0.0% | +16.6% | 0.062% | |
2/6/2024 | Howe & Rusling Inc. | 563 | $62K | 0.0% | N/A | 0.035% | |
2/5/2024 | Kestra Private Wealth Services LLC | 8,082 | $894K | 0.0% | -3.3% | 0.496% | |
1/30/2024 | Flputnam Investment Management Co. | 3,969 | $439K | 0.0% | -10.7% | 0.243% | |
1/29/2024 | Money Design Co. Ltd. | 44,368 | $4.91M | 0.3% | -10.2% | 2.722% | |
1/18/2024 | Elk River Wealth Management LLC | 1,865 | $206K | 0.0% | N/A | 0.114% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 5,033 | $557K | 0.0% | -14.3% | 0.309% | |
12/6/2023 | David R. Rahn & Associates Inc. | 38,039 | $3.99M | 2.0% | -4.0% | 2.334% | |
11/8/2023 | HighTower Advisors LLC | 10,414 | $1.09M | 0.0% | -73.9% | 0.639% | |
11/8/2023 | Pathstone Family Office LLC | 8,904 | $933K | 0.0% | N/A | 0.546% | |
11/8/2023 | Kestra Private Wealth Services LLC | 8,359 | $876K | 0.0% | +3.0% | 0.513% | |
10/30/2023 | Money Design Co. Ltd. | 49,397 | $5.18M | 0.3% | -27.9% | 3.030% | |
10/27/2023 | Assetmark Inc. | 2,445 | $256K | 0.0% | N/A | 0.150% | |
10/26/2023 | Osborne Partners Capital Management LLC | 5,891 | $617K | 0.0% | -7.5% | 0.361% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,873 | $615K | 0.0% | -10.9% | 0.360% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 9,036 | $947K | 0.0% | -5.4% | 0.554% | |
10/23/2023 | Commonwealth Equity Services LLC | 2,912 | $305K | 0.0% | +15.2% | 0.179% | |
10/17/2023 | Howland Capital Management LLC | 3,820 | $400K | 0.0% | -9.5% | 0.234% | |
10/17/2023 | Flagship Harbor Advisors LLC | 42,784 | $4.48M | 0.4% | -1.6% | 2.625% | |
8/8/2023 | Kestra Private Wealth Services LLC | 8,112 | $991K | 0.0% | -28.6% | 0.498% | |
8/2/2023 | Bank of Montreal Can | 1,244 | $155K | 0.0% | N/A | 0.076% | |
7/31/2023 | LPL Financial LLC | 17,405 | $2.13M | 0.0% | -3.9% | 1.068% | |
7/28/2023 | Money Design Co. Ltd. | 68,466 | $8.37M | 0.5% | -25.3% | 3.958% | |
7/27/2023 | David R. Rahn & Associates Inc. | 39,625 | $4.84M | 2.3% | -3.8% | 2.290% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 6,591 | $805K | 0.0% | -19.9% | 0.381% | |
7/25/2023 | WealthPlan Investment Management LLC | 3,018 | $93K | 0.0% | +325.7% | 0.174% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 9,550 | $1.17M | 0.0% | -3.5% | 0.552% | |
7/11/2023 | Flagship Harbor Advisors LLC | 43,464 | $5.31M | 0.4% | +11.4% | 2.512% | |
5/15/2023 | David R. Rahn & Associates Inc. | 41,187 | $5.01M | 2.6% | N/A | 2.314% | |
5/12/2023 | HighTower Advisors LLC | 43,031 | $5.23M | 0.0% | +1.6% | 2.417% | |
5/8/2023 | WealthPlan Investment Management LLC | 709 | $86K | 0.0% | N/A | 0.040% | |
5/8/2023 | WealthShield Partners LLC | 321 | $39K | 0.0% | N/A | 0.018% | |
5/5/2023 | Howland Capital Management LLC | 4,220 | $513K | 0.0% | -12.4% | 0.237% | |
5/1/2023 | Money Concepts Capital Corp | 10,080 | $384K | 0.0% | +1,091.5% | 0.566% | |
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4/27/2023 | Money Design Co. Ltd. | 91,647 | $11.14M | 0.7% | N/A | 5.149% | |
4/24/2023 | Osborne Partners Capital Management LLC | 6,366 | $774K | 0.1% | -2.2% | 0.358% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,232 | $1M | 0.0% | -8.4% | 0.476% | |
4/12/2023 | Flagship Harbor Advisors LLC | 39,006 | $4.74M | 0.4% | -2.0% | 2.255% | |
2/9/2023 | HighTower Advisors LLC | 42,356 | $4.70M | 0.0% | +16.0% | 2.448% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 8,982 | $996K | 0.0% | -2.3% | 0.519% | |
2/8/2023 | UBS Group AG | 23,899 | $2.65M | 0.0% | +3.2% | 1.381% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 10,578 | $1.17M | 0.0% | -2.8% | 0.611% | |
2/7/2023 | LPL Financial LLC | 19,156 | $2.12M | 0.0% | -5.8% | 1.107% | |
2/1/2023 | Bank of Montreal Can | 2,026 | $242K | 0.0% | +63.4% | 0.117% | |
2/1/2023 | Kestra Private Wealth Services LLC | 12,906 | $1.43M | 0.1% | +18.2% | 0.746% | |
1/31/2023 | Flputnam Investment Management Co. | 4,649 | $515K | 0.0% | +8.0% | 0.269% | |
1/13/2023 | Flagship Harbor Advisors LLC | 39,809 | $4.41M | 0.5% | -2.4% | 2.236% | |
11/15/2022 | Signature Securities Group Corporation | 984 | $112K | 0.0% | N/A | 0.055% | |
11/15/2022 | Flow Traders U.S. LLC | 5,607 | $636K | 0.0% | -1.5% | 0.315% | |
11/14/2022 | Bienville Capital Management LLC | 3,514 | $398K | 0.2% | -6.6% | 0.197% | |
11/10/2022 | UBS Group AG | 23,156 | $2.63M | 0.0% | -5.9% | 1.301% | |
11/7/2022 | Flputnam Investment Management Co. | 4,304 | $488K | 0.0% | +24.6% | 0.242% | |
11/4/2022 | First Republic Investment Management Inc. | 2,002 | $227K | 0.0% | N/A | 0.112% | |
11/2/2022 | Rockefeller Capital Management L.P. | 5,636 | $638K | 0.0% | +2.9% | 0.317% | |
10/27/2022 | Osborne Partners Capital Management LLC | 6,506 | $738K | 0.1% | -2.5% | 0.366% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 9,191 | $1.04M | 0.0% | -7.7% | 0.516% | |
10/21/2022 | Great Valley Advisor Group Inc. | 2,025 | $230K | 0.0% | -11.8% | 0.114% | |
10/13/2022 | National Bank of Canada FI | 800 | $90K | 0.0% | +60.0% | 0.045% | |
10/13/2022 | Flagship Harbor Advisors LLC | 40,772 | $4.62M | 0.5% | +2.2% | 2.291% | |
8/23/2022 | Captrust Financial Advisors | 694 | $87K | 0.0% | +825.3% | 0.039% | |
8/15/2022 | Kestra Private Wealth Services LLC | 10,141 | $1.27M | 0.1% | +8.0% | 0.570% | |
8/15/2022 | Heritage Wealth Management LLC | 264 | $33K | 0.0% | N/A | 0.015% | |
8/13/2022 | Flow Traders U.S. LLC | 5,693 | $711K | 0.0% | +38.3% | 0.320% | |
8/12/2022 | Parcion Private Wealth LLC | 1,584 | $202K | 0.0% | -69.0% | 0.089% | |
8/11/2022 | Cetera Advisor Networks LLC | 2,682 | $335K | 0.0% | -40.7% | 0.151% | |
8/8/2022 | Flputnam Investment Management Co. | 3,455 | $431K | 0.0% | +9.0% | 0.194% | |
8/1/2022 | US Bancorp DE | 550 | $69K | 0.0% | -16.4% | 0.031% | |
8/1/2022 | Osborne Partners Capital Management LLC | 6,671 | $833K | 0.1% | -3.3% | 0.375% | |
7/19/2022 | Commonwealth Equity Services LLC | 2,656 | $331K | 0.0% | -7.6% | 0.149% | |
7/19/2022 | Great Valley Advisor Group Inc. | 2,295 | $287K | 0.0% | -9.8% | 0.129% | |
7/18/2022 | PSI Advisors LLC | 606 | $76K | 0.0% | -59.6% | 0.034% | |
7/13/2022 | Flagship Harbor Advisors LLC | 39,889 | $4.98M | 0.6% | +0.3% | 2.180% | |
7/13/2022 | ACG Wealth | 239 | $30K | 0.0% | N/A | 0.013% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 10,887 | $1.36M | 0.0% | -7.6% | 0.595% | |
7/12/2022 | Money Design Co. Ltd. | 92,400 | $11.54M | 0.9% | +11.8% | 5.049% | |
5/26/2022 | Kestra Private Wealth Services LLC | 9,388 | $1.36M | 0.1% | +66.6% | 0.513% | |
5/12/2022 | Cetera Advisor Networks LLC | 4,521 | $656K | 0.0% | -3.0% | 0.247% | |
5/12/2022 | HighTower Advisors LLC | 36,471 | $5.30M | 0.0% | -49.1% | 1.993% | |
5/12/2022 | Cambridge Investment Research Advisors Inc. | 11,779 | $1.71M | 0.0% | -5.2% | 0.644% | |
5/10/2022 | Van ECK Associates Corp | 10,343 | $1.50M | 0.0% | +124.2% | 0.565% | |
5/6/2022 | Parcion Private Wealth LLC | 5,103 | $741K | 0.1% | -39.7% | 0.279% | |
5/4/2022 | Endowment Wealth Management Inc. | 1,486 | $216K | 0.2% | +8.4% | 0.081% | |
5/4/2022 | Advisor Group Holdings Inc. | 14,709 | $2.14M | 0.0% | -31.3% | 0.804% | |
5/4/2022 | Commonwealth Equity Services LLC | 2,874 | $417K | 0.0% | -4.1% | 0.157% | |
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5/3/2022 | FinTrust Capital Advisors LLC | 276 | $40K | 0.0% | +176.0% | 0.015% | |
4/28/2022 | Flputnam Investment Management Co. | 3,170 | $460K | 0.0% | +7.6% | 0.173% | |
4/20/2022 | PSI Advisors LLC | 1,499 | $218K | 0.1% | -22.9% | 0.080% | |
4/13/2022 | Flagship Harbor Advisors LLC | 39,779 | $5.77M | 0.6% | +0.9% | 2.116% | |
4/13/2022 | Money Design Co. Ltd. | 82,648 | $12.00M | 0.8% | N/A | 4.396% | |
2/22/2022 | Tyler Stone Wealth Management | 1,024 | $164K | 0.1% | N/A | 0.054% | |
2/15/2022 | Flputnam Investment Management Co. | 2,945 | $472K | 0.0% | -10.4% | 0.157% | |
2/14/2022 | Rockefeller Capital Management L.P. | 5,786 | $926K | 0.0% | +20.9% | 0.308% | |
2/11/2022 | Prism Advisors Inc. | 1,305 | $209K | 0.1% | N/A | 0.069% | |
2/11/2022 | Endowment Wealth Management Inc. | 1,371 | $220K | 0.2% | N/A | 0.073% | |