5/17/2024 | Aspect Partners LLC | 39,303 | $1.01M | 0.8% | +12.5% | 0.079% | |
5/17/2024 | Comerica Bank | 31,891 | $817K | 0.0% | +755.4% | 0.064% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 8,249 | $205K | 0.0% | N/A | 0.016% | |
5/15/2024 | Ascent Group LLC | 50,444 | $1.29M | 0.1% | +29.7% | 0.101% | |
5/14/2024 | Advisors Asset Management Inc. | 14,367 | $368K | 0.0% | +8.6% | 0.029% | |
5/14/2024 | Northwest Wealth Management LLC | 19,688 | $504K | 0.1% | -6.3% | 0.039% | |
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5/11/2024 | Jacobi Capital Management LLC | 27,600 | $707K | 0.1% | +45.5% | 0.055% | |
5/10/2024 | TIAA Trust National Association | 276,851 | $7.09M | 0.0% | -7.9% | 0.554% | |
5/10/2024 | Nwam LLC | 11,515 | $291K | 0.0% | +7.4% | 0.023% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 3,536,643 | $90.61M | 0.1% | -3.6% | 7.073% | |
5/8/2024 | West Wealth Group LLC | 44,510 | $1.14M | 0.4% | N/A | 0.089% | |
5/8/2024 | Avantax Advisory Services Inc. | 8,413 | $216K | 0.0% | -42.6% | 0.017% | |
5/7/2024 | PFG Advisors | 26,906 | $689K | 0.1% | -13.4% | 0.054% | |
5/7/2024 | Insight Advisors LLC PA | 117,092 | $3M | 0.6% | +4.5% | 0.234% | |
5/4/2024 | Geneos Wealth Management Inc. | 62,436 | $1.60M | 0.1% | -1.4% | 0.125% | |
5/4/2024 | WBI Investments LLC | 21,108 | $541K | 0.1% | N/A | 0.042% | |
5/3/2024 | Larson Financial Group LLC | 19,095 | $489K | 0.0% | -4.0% | 0.038% | |
5/3/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,077 | $899K | 0.1% | -25.3% | 0.070% | |
5/3/2024 | Rinkey Investments | 224,399 | $5.75M | 2.1% | +2.8% | 0.449% | |
5/2/2024 | Cliftonlarsonallen Wealth Advisors LLC | 16,589 | $425K | 0.0% | -7.0% | 0.033% | |
5/2/2024 | Lincoln National Corp | 8,350,188 | $213.93M | 3.3% | +3.2% | 16.700% | |
5/1/2024 | Janney Montgomery Scott LLC | 323,777 | $8.30M | 0.0% | +23.2% | 0.648% | |
5/1/2024 | Auour Investments LLC | 23,081 | $591K | 0.2% | +4.8% | 0.046% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 107,680 | $2.76M | 0.7% | +3.3% | 0.215% | |
4/30/2024 | Private Advisor Group LLC | 129,710 | $3.32M | 0.0% | -2.0% | 0.259% | |
4/30/2024 | HB Wealth Management LLC | 9,556 | $245K | 0.0% | -16.5% | 0.019% | |
4/30/2024 | Wooster Corthell Wealth Management Inc. | 275,856 | $7.07M | 1.6% | +4.3% | 0.552% | |
4/30/2024 | Valtinson Bruner Financial Planning LLC | 599,926 | $15.37M | 6.5% | +62.2% | 1.200% | |
4/30/2024 | Commonwealth Equity Services LLC | 43,121 | $1.11M | 0.0% | -9.4% | 0.086% | |
4/26/2024 | JNBA Financial Advisors | 14,589 | $374K | 0.0% | -18.1% | 0.029% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 73,420 | $1.88M | 0.0% | -9.4% | 0.146% | |
4/24/2024 | Newbridge Financial Services Group Inc. | 2,710 | $69K | 0.0% | -49.3% | 0.005% | |
4/24/2024 | Spire Wealth Management | 3,473 | $89K | 0.0% | -53.1% | 0.007% | |
4/23/2024 | Global Retirement Partners LLC | 26,480 | $678K | 0.0% | -2.0% | 0.053% | |
4/23/2024 | Wealth Advisory Solutions LLC | 39,246 | $1.01M | 0.3% | N/A | 0.078% | |
4/23/2024 | McAdam LLC | 25,361 | $650K | 0.0% | -8.0% | 0.050% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 270,794 | $6.94M | 0.0% | +6.1% | 0.537% | |
4/22/2024 | Altfest L J & Co. Inc. | 19,006 | $487K | 0.1% | -91.0% | 0.038% | |
4/22/2024 | Drive Wealth Management LLC | 13,919 | $357K | 0.1% | -27.0% | 0.028% | |
4/20/2024 | KWB Wealth | 25,680 | $658K | 0.1% | -46.1% | 0.051% | |
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4/19/2024 | Accel Wealth Management | 15,745 | $403K | 0.2% | -5.5% | 0.031% | |
4/18/2024 | Integrity Wealth Solutions LLC | 153,455 | $3.93M | 2.6% | -7.7% | 0.304% | |
4/17/2024 | Trilogy Capital Inc. | 11,174 | $286K | 0.0% | -34.7% | 0.022% | |
4/16/2024 | Bridge Advisory LLC | 35,778 | $917K | 0.5% | -25.0% | 0.071% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 7,780 | $199K | 0.1% | -11.1% | 0.015% | |
4/16/2024 | ERn Financial LLC | 187,711 | $4.81M | 0.8% | +2.0% | 0.372% | |
4/16/2024 | Mosley Wealth Management | 317,309 | $8.13M | 7.6% | -9.3% | 0.630% | |
4/15/2024 | Wealthcare Capital Management LLC | 47,086 | $1.21M | 0.1% | -5.1% | 0.093% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 97,989 | $2.51M | 0.1% | -0.4% | 0.194% | |
4/15/2024 | Hobart Private Capital LLC | 26,695 | $684K | 0.2% | -3.4% | 0.053% | |
4/15/2024 | Flagstar Advisors Inc. | 93,235 | $2.39M | 0.7% | -15.9% | 0.185% | |
4/15/2024 | Prentice Wealth Management LLC | 277,253 | $7.10M | 2.5% | +3.9% | 0.550% | |
4/13/2024 | Priebe Wealth Holdings LLC | 10,330 | $265K | 0.2% | -75.0% | 0.016% | |
4/12/2024 | Navalign LLC | 21,425 | $549K | 0.2% | -79.4% | 0.034% | |
4/12/2024 | Southland Equity Partners LLC | 39,846 | $1.02M | 0.3% | -3.1% | 0.063% | |
4/11/2024 | Security Financial Services INC. | 72,025 | $1.85M | 0.4% | +13.3% | 0.114% | |
4/11/2024 | City State Bank | 45,355 | $1.16M | 0.5% | -21.2% | 0.072% | |
4/10/2024 | Ridgewood Investments LLC | 26,126 | $669K | 0.4% | +9.1% | 0.041% | |
4/9/2024 | Northwest Capital Management Inc | 44,352 | $1.14M | 0.4% | -11.1% | 0.070% | |
4/9/2024 | Destiny Wealth Partners LLC | 25,959 | $665K | 0.1% | -6.9% | 0.041% | |
4/2/2024 | ST Germain D J Co. Inc. | 173,465 | $4.44M | 0.2% | -31.5% | 0.274% | |
3/6/2024 | SageView Advisory Group LLC | 13,487 | $346K | 0.0% | -33.1% | 0.021% | |
3/4/2024 | Vima LLC | 1,540 | $39K | 0.1% | N/A | 0.002% | |
3/1/2024 | Transcendent Capital Group LLC | 2,398 | $61K | 0.0% | N/A | 0.004% | |
2/16/2024 | Aspect Partners LLC | 34,934 | $893K | 0.6% | N/A | 0.055% | |
2/14/2024 | Northwest Wealth Management LLC | 21,017 | $537K | 0.2% | -5.3% | 0.033% | |
2/14/2024 | Mosley Wealth Management | 350,035 | $8.95M | 8.8% | N/A | 0.553% | |
2/14/2024 | Traction Financial Partners LLC | 77,480 | $1.98M | 1.3% | N/A | 0.122% | |
2/14/2024 | CFS Investment Advisory Services LLC | 37,953 | $970K | 0.2% | +3.6% | 0.060% | |
2/13/2024 | Peapack Gladstone Financial Corp | 16,542 | $423K | 0.0% | -24.6% | 0.026% | |
2/9/2024 | SageView Advisory Group LLC | 13,487 | $346K | 0.0% | -33.1% | 0.021% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 81,030 | $2.07M | 0.0% | -10.9% | 0.128% | |
2/9/2024 | Tidemark LLC | 4,385 | $112K | 0.1% | N/A | 0.007% | |
2/9/2024 | Keystone Financial Group | 86,676 | $2.22M | 0.4% | -1.9% | 0.137% | |
2/9/2024 | Wells Fargo & Company MN | 326,227 | $8.34M | 0.0% | +4.8% | 0.515% | |
2/8/2024 | Level Four Advisory Services LLC | 36,229 | $926K | 0.1% | +13.3% | 0.057% | |
2/8/2024 | SigFig Wealth Management LLC | 93,582 | $2.38M | 0.1% | -6.4% | 0.148% | |
2/8/2024 | Integrity Wealth Solutions LLC | 166,326 | $4.25M | 2.9% | N/A | 0.263% | |
2/8/2024 | Efficient Advisors LLC | 15,447 | $395K | 0.0% | -8.7% | 0.024% | |
2/8/2024 | Wealthcare Capital Management LLC | 49,592 | $1.27M | 0.1% | N/A | 0.078% | |
2/8/2024 | Foundations Investment Advisors LLC | 336,113 | $8.70M | 0.2% | -9.7% | 0.531% | |
2/8/2024 | Janney Montgomery Scott LLC | 262,796 | $6.72M | 0.0% | -4.1% | 0.415% | |
2/8/2024 | Vise Technologies Inc. | 31,892 | $815K | 0.2% | -4.4% | 0.050% | |
2/8/2024 | JNBA Financial Advisors | 17,807 | $455K | 0.1% | +43.4% | 0.028% | |
2/7/2024 | Private Portfolio Partners LLC | 8,844 | $226K | 0.1% | -17.7% | 0.014% | |
2/7/2024 | Strategic Advocates LLC | 12,721 | $325K | 0.1% | -34.0% | 0.020% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 184,327 | $4.71M | 2.6% | -1.6% | 0.291% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 47,960 | $1.23M | 0.1% | -2.2% | 0.076% | |
2/7/2024 | Principal Securities Inc. | 2,855 | $73K | 0.0% | N/A | 0.005% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 369,801 | $9.46M | 4.9% | +142.7% | 0.584% | |
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2/6/2024 | Charles Schwab Investment Advisory Inc. | 3,669,268 | $93.82M | 0.1% | -3.9% | 5.797% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 394,874 | $10.10M | 0.0% | -15.3% | 0.624% | |
2/6/2024 | Lincoln National Corp | 8,091,521 | $206.90M | 3.6% | +3.3% | 12.783% | |
2/6/2024 | Private Advisor Group LLC | 132,414 | $3.39M | 0.0% | +10.0% | 0.209% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 98,391 | $2.52M | 0.1% | +354.0% | 0.155% | |
2/6/2024 | Sheets Smith Wealth Management | 22,968 | $587K | 0.1% | N/A | 0.036% | |
2/6/2024 | Solutions 4 Wealth Ltd | 13,540 | $346K | 1.1% | N/A | 0.021% | |
2/6/2024 | Eldridge Investment Advisors Inc. | 46,768 | $1.20M | 0.3% | N/A | 0.074% | |
2/6/2024 | Great Valley Advisor Group Inc. | 919,461 | $23.51M | 0.8% | +3,228.8% | 1.453% | |
2/6/2024 | Prosperity Planning Inc. | 7,882 | $202K | 0.1% | N/A | 0.012% | |