5/16/2024 | Waverly Advisors LLC | 1,561,258 | $61.33M | 1.4% | -4.3% | 2.547% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 3,645 | $143K | 0.0% | +59.2% | 0.006% | |
5/10/2024 | First Foundation Advisors | 844,240 | $33.16M | 1.3% | +53.1% | 1.379% | |
5/9/2024 | Orion Portfolio Solutions LLC | 22,233 | $873K | 0.0% | -38.3% | 0.036% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 20,357,310 | $799.64M | 1.1% | -3.1% | 33.247% | |
5/8/2024 | Heritage Wealth Advisors | 1,740 | $68K | 0.0% | +987.5% | 0.003% | |
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5/8/2024 | Avantax Advisory Services Inc. | 293,505 | $11.53M | 0.1% | +9.9% | 0.479% | |
5/8/2024 | US Bancorp DE | 40,843 | $1.60M | 0.0% | -14.8% | 0.067% | |
5/7/2024 | PFG Advisors | 36,039 | $1.42M | 0.1% | +13.8% | 0.059% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,580 | $337K | 0.0% | -40.4% | 0.014% | |
5/7/2024 | Wealthspire Advisors LLC | 5,294 | $208K | 0.0% | -20.6% | 0.009% | |
5/3/2024 | Larson Financial Group LLC | 8,707 | $342K | 0.0% | +9.4% | 0.014% | |
5/3/2024 | Callan Capital LLC | 292,985 | $11.51M | 1.0% | -1.4% | 0.481% | |
5/2/2024 | Fidelis Capital Partners LLC | 14,500 | $570K | 0.1% | N/A | 0.024% | |
5/2/2024 | Palisade Asset Management LLC | 970 | $38K | 0.0% | N/A | 0.002% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,269 | $207K | 0.0% | N/A | 0.009% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 2,000 | $79K | 0.0% | N/A | 0.003% | |
5/1/2024 | Diversify Advisory Services LLC | 32,878 | $1.28M | 0.1% | N/A | 0.054% | |
4/30/2024 | Private Advisor Group LLC | 43,459 | $1.71M | 0.0% | -1.3% | 0.071% | |
4/30/2024 | WealthBridge Capital Management LLC | 66,272 | $2.60M | 0.9% | +2.1% | 0.109% | |
4/30/2024 | Perigon Wealth Management LLC | 121,258 | $4.76M | 0.1% | +6.9% | 0.199% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 9,739 | $383K | 0.2% | -3.9% | 0.016% | |
4/29/2024 | Commonwealth Equity Services LLC | 277,821 | $10.91M | 0.0% | +0.2% | 0.456% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 717 | $28K | 0.0% | +169.5% | 0.001% | |
4/24/2024 | Oxler Private Wealth LLC | 20,358 | $800K | 0.3% | -2.4% | 0.034% | |
4/23/2024 | Arbor Investment Advisors LLC | 827,095 | $32.49M | 4.8% | +1.9% | 1.368% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 124,127 | $4.88M | 0.0% | -0.8% | 0.205% | |
4/22/2024 | Oakworth Capital Inc. | 3,834 | $151K | 0.0% | N/A | 0.006% | |
4/22/2024 | Raymond James & Associates | 980,138 | $38.50M | 0.0% | -2.7% | 1.621% | |
4/22/2024 | Solitude Financial Services | 8,630 | $339K | 0.2% | -90.4% | 0.014% | |
4/20/2024 | KWB Wealth | 39,007 | $1.53M | 0.2% | -19.0% | 0.065% | |
4/19/2024 | Cornerstone Wealth Management LLC | 124,601 | $4.89M | 0.4% | +3.5% | 0.206% | |
4/18/2024 | Verum Partners LLC | 25,792 | $1.01M | 0.4% | -2.1% | 0.043% | |
4/18/2024 | Arlington Financial Advisors LLC | 178,625 | $7.02M | 1.5% | -24.3% | 0.296% | |
4/17/2024 | Private Ocean LLC | 83,790 | $3.29M | 0.3% | -1.3% | 0.139% | |
4/16/2024 | Kathmere Capital Management LLC | 12,440 | $489K | 0.1% | -5.9% | 0.021% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,172,108 | $46.04M | 0.1% | +11.2% | 1.942% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 251,197 | $9.87M | 0.3% | +4.6% | 0.416% | |
4/12/2024 | West Coast Financial LLC | 6,640 | $261K | 0.0% | -6.8% | 0.011% | |
4/12/2024 | Charles Schwab Trust Co | 75,899 | $2.98M | 0.3% | -8.9% | 0.126% | |
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4/11/2024 | Boston Standard Wealth Management LLC | 40,902 | $1.61M | 0.4% | +17.7% | 0.068% | |
4/10/2024 | Johnson & White Wealth Management LLC | 168,673 | $6.63M | 4.8% | +9.5% | 0.278% | |
4/10/2024 | Legacy Private Trust Co. | 99,212 | $3.90M | 0.3% | -2.6% | 0.164% | |
4/9/2024 | Mather Group LLC. | 1,718 | $64K | 0.0% | N/A | 0.003% | |
4/5/2024 | GAMMA Investing LLC | 1,174 | $46K | 0.0% | N/A | 0.002% | |
4/5/2024 | Capital Market Strategies LLC | 8,510 | $334K | 0.3% | -3.0% | 0.014% | |
4/4/2024 | Advance Capital Management Inc. | 16,544 | $650K | 0.0% | N/A | 0.027% | |
2/14/2024 | Waverly Advisors LLC | 1,631,552 | $61.17M | 2.3% | +2.8% | 2.664% | |
2/14/2024 | Waddell & Associates LLC | 23,705 | $889K | 0.1% | +53.8% | 0.039% | |
2/14/2024 | Traction Financial Partners LLC | 10,044 | $377K | 0.3% | N/A | 0.016% | |
2/13/2024 | Exencial Wealth Advisors LLC | 9,270 | $348K | 0.0% | -5.3% | 0.015% | |
2/13/2024 | Cetera Advisor Networks LLC | 397,265 | $14.89M | 0.1% | +1.1% | 0.649% | |
2/13/2024 | Tower Research Capital LLC TRC | 832 | $31K | 0.0% | N/A | 0.001% | |
2/13/2024 | CIBC Private Wealth Group LLC | 19,570 | $734K | 0.0% | -6.6% | 0.032% | |
2/13/2024 | Laurel Wealth Advisors LLC | 3,510 | $132K | 0.0% | -10.2% | 0.006% | |
2/13/2024 | Peapack Gladstone Financial Corp | 5,825 | $218K | 0.0% | N/A | 0.010% | |
2/12/2024 | Tradition Wealth Management LLC | 14,743 | $553K | 0.1% | -7.0% | 0.024% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 41,989 | $1.57M | 0.0% | +37.5% | 0.069% | |
2/9/2024 | Johnson Financial Group Inc. | 1,061 | $40K | 0.0% | +382.3% | 0.002% | |
2/9/2024 | Advisory Services Network LLC | 32,138 | $1.21M | 0.0% | +36.0% | 0.052% | |
2/9/2024 | Orion Portfolio Solutions LLC | 36,044 | $1.32M | 0.0% | -10.1% | 0.059% | |
2/9/2024 | US Bancorp DE | 47,954 | $1.80M | 0.0% | -5.4% | 0.078% | |
2/9/2024 | Tidemark LLC | 2,189 | $82K | 0.1% | N/A | 0.004% | |
2/9/2024 | Corient Private Wealth LLC | 21,396 | $802K | 0.0% | +47.1% | 0.035% | |
2/9/2024 | D.A. Davidson & CO. | 13,556 | $508K | 0.0% | +3.4% | 0.022% | |
2/9/2024 | Sachetta LLC | 32,461 | $1.22M | 0.6% | N/A | 0.053% | |
2/9/2024 | Wells Fargo & Company MN | 699,612 | $26.23M | 0.0% | +6.1% | 1.142% | |
2/9/2024 | UBS Group AG | 640,937 | $24.03M | 0.0% | -1.6% | 1.047% | |
2/8/2024 | Financial Advocates Investment Management | 15,285 | $573K | 0.0% | -14.9% | 0.025% | |
2/8/2024 | OMNI 360 Wealth Inc. | 22,519 | $844K | 0.8% | N/A | 0.037% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,987 | $224K | 0.0% | -27.2% | 0.010% | |
2/8/2024 | Three Bridge Wealth Advisors LLC | 198,885 | $7.46M | 2.6% | -2.1% | 0.325% | |
2/7/2024 | Avantax Advisory Services Inc. | 267,149 | $10.02M | 0.1% | +23.3% | 0.436% | |
2/7/2024 | JFS Wealth Advisors LLC | 63,862 | $2.39M | 0.2% | -1.3% | 0.104% | |
2/7/2024 | NBC Securities Inc. | 1,120 | $41K | 0.0% | N/A | 0.002% | |
2/7/2024 | Accredited Investors Inc. | 257,499 | $9.65M | 0.7% | -5.1% | 0.420% | |
2/7/2024 | Principal Securities Inc. | 2,806 | $105K | 0.0% | N/A | 0.005% | |
2/7/2024 | Wealthspire Advisors LLC | 6,670 | $250K | 0.0% | N/A | 0.011% | |
2/6/2024 | Charles Schwab Investment Advisory Inc. | 21,005,608 | $787.50M | 1.1% | +4.4% | 34.300% | |
2/6/2024 | Aviance Capital Partners LLC | 10,315 | $387K | 0.1% | -4.6% | 0.017% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 14,390 | $539K | 0.0% | +2.8% | 0.023% | |
2/6/2024 | Private Advisor Group LLC | 44,046 | $1.65M | 0.0% | -4.0% | 0.072% | |
2/6/2024 | Spire Wealth Management | 8,822 | $318K | 0.0% | -12.5% | 0.014% | |
2/6/2024 | First Horizon Advisors Inc. | 1,420 | $53K | 0.0% | N/A | 0.002% | |
2/5/2024 | Savant Capital LLC | 8,748 | $328K | 0.0% | N/A | 0.014% | |
2/5/2024 | Stegent Equity Advisors Inc. | 6,272 | $235K | 0.3% | -11.3% | 0.010% | |
2/2/2024 | Marquette Asset Management LLC | 44,455 | $1.67M | 0.3% | -13.1% | 0.072% | |
2/2/2024 | New England Private Wealth Advisors LLC | 26,022 | $976K | 0.2% | -6.2% | 0.042% | |
2/2/2024 | Callan Capital LLC | 297,158 | $11.14M | 1.1% | -9.9% | 0.484% | |
1/30/2024 | Market Street Wealth Management Advisors LLC | 15,165 | $569K | 0.1% | -11.4% | 0.025% | |
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1/30/2024 | Carnegie Capital Asset Management LLC | 5,485 | $206K | 0.0% | N/A | 0.009% | |
1/29/2024 | Clarius Group LLC | 60,407 | $2.27M | 0.2% | -26.1% | 0.098% | |
1/29/2024 | Perigon Wealth Management LLC | 113,477 | $4.25M | 0.1% | +2.7% | 0.185% | |
1/29/2024 | Valeo Financial Advisors LLC | 7,797 | $292K | 0.0% | +8.4% | 0.013% | |
1/29/2024 | Arbor Investment Advisors LLC | 811,882 | $30.44M | 4.8% | +0.1% | 1.323% | |
1/26/2024 | Cerity Partners LLC | 126,532 | $4.74M | 0.0% | +23.8% | 0.206% | |
1/26/2024 | Sequoia Financial Advisors LLC | 9,226 | $346K | 0.0% | N/A | 0.015% | |
1/24/2024 | Allworth Financial LP | 945 | $35K | 0.0% | -40.6% | 0.002% | |
1/24/2024 | Mascoma Wealth Management LLC | 6,800 | $255K | 0.1% | -44.6% | 0.011% | |
1/23/2024 | WealthShield Partners LLC | 11,510 | $432K | 0.1% | +2.4% | 0.019% | |