5/24/2024 | Cetera Advisors LLC | 90,449 | $2.27M | 0.0% | N/A | 0.254% | |
5/24/2024 | Cetera Investment Advisers | 232,168 | $5.83M | 0.0% | +220.0% | 0.653% | |
5/17/2024 | Comerica Bank | 1,395 | $35K | 0.0% | -70.6% | 0.004% | |
5/17/2024 | Pineridge Advisors LLC | 4,438 | $111K | 0.0% | -67.9% | 0.012% | |
5/14/2024 | Advisors Asset Management Inc. | 6,461 | $162K | 0.0% | +168.3% | 0.018% | |
5/11/2024 | Resurgent Financial Advisors LLC | 21,045 | $528K | 0.3% | +51.7% | 0.059% | |
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5/11/2024 | Beaumont Financial Advisors LLC | 298,615 | $7.49M | 0.6% | -11.9% | 0.840% | |
5/10/2024 | Osaic Holdings Inc. | 1,343,081 | $33.70M | 0.1% | -12.3% | 3.778% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 8,555 | $215K | 0.1% | N/A | 0.024% | |
5/8/2024 | Trademark Financial Management LLC | 16,764 | $421K | 0.3% | -6.7% | 0.047% | |
5/7/2024 | Oppenheimer & Co. Inc. | 19,000 | $477K | 0.0% | +11.8% | 0.053% | |
5/3/2024 | Whittier Trust Co. | 29,913 | $751K | 0.0% | -7.0% | 0.085% | |
5/2/2024 | Mendel Money Management | 17,420 | $437K | 0.2% | -192.1% | 0.049% | |
5/1/2024 | Janney Montgomery Scott LLC | 106,895 | $2.68M | 0.0% | N/A | 0.302% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 95,858 | $2.41M | 0.2% | +7.0% | 0.271% | |
4/30/2024 | Private Advisor Group LLC | 318,569 | $7.99M | 0.1% | -20.4% | 0.901% | |
4/30/2024 | J.W. Cole Advisors Inc. | 33,355 | $837K | 0.0% | +25.3% | 0.094% | |
4/30/2024 | Hartline Investment Corp | 13,567 | $340K | 0.1% | N/A | 0.038% | |
4/30/2024 | Mainstay Capital Management LLC ADV | 965,633 | $24.23M | 4.6% | +0.1% | 2.732% | |
4/30/2024 | Arkadios Wealth Advisors | 23,822 | $598K | 0.0% | +6.0% | 0.067% | |
4/29/2024 | Commonwealth Equity Services LLC | 63,239 | $1.59M | 0.0% | +54.3% | 0.179% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 110,380 | $2.77M | 0.1% | -8.1% | 0.312% | |
4/29/2024 | Fiduciary Planning LLC | 949,570 | $23.83M | 9.0% | +2.3% | 2.701% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 204,183 | $5.12M | 0.0% | +14.7% | 0.581% | |
4/23/2024 | Lunt Capital Management Inc. | 413,064 | $10.36M | 5.2% | +273.5% | 1.175% | |
4/23/2024 | Global Retirement Partners LLC | 30,165 | $757K | 0.0% | +82.6% | 0.086% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 460,288 | $11.55M | 6.3% | N/A | 1.309% | |
4/23/2024 | Accurate Wealth Management LLC | 12,000 | $302K | 0.1% | +16.9% | 0.034% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 81,096 | $2.04M | 0.0% | -20.0% | 0.231% | |
4/18/2024 | WJ Wealth Management LLC | 139,623 | $3.50M | 1.4% | -5.6% | 0.419% | |
4/17/2024 | Fiduciary Alliance LLC | 82,599 | $2.07M | 0.4% | +14.9% | 0.248% | |
4/17/2024 | Founders Financial Securities LLC | 103,956 | $2.61M | 0.3% | N/A | 0.312% | |
4/16/2024 | Calton & Associates Inc. | 8,064 | $202K | 0.1% | N/A | 0.024% | |
4/16/2024 | Courier Capital LLC | 677,768 | $17.01M | 1.2% | -0.6% | 2.035% | |
4/10/2024 | KMG Fiduciary Partners LLC | 130,835 | $3.28M | 0.3% | +28.0% | 0.395% | |
4/10/2024 | Sunflower Bank N.A. | 529,996 | $13.30M | 3.0% | -1.2% | 1.599% | |
4/5/2024 | NBC Securities Inc. | 2,563 | $64K | 0.0% | -20.8% | 0.008% | |
3/8/2024 | ICA Group Wealth Management LLC | 13,176 | $329K | 0.1% | N/A | 0.040% | |
3/4/2024 | Vima LLC | 1,204 | $30K | 0.1% | N/A | 0.004% | |
3/1/2024 | Pineridge Advisors LLC | 13,824 | $345K | 0.1% | N/A | 0.042% | |
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2/21/2024 | WNY Asset Management LLC | 31,865 | $796K | 0.1% | +39.0% | 0.097% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 76,043 | $1.90M | 0.3% | +5.7% | 0.233% | |
2/14/2024 | Vista Investment Management | 152,734 | $3.82M | 1.8% | +12.3% | 0.467% | |
2/13/2024 | Cetera Advisor Networks LLC | 234,421 | $5.86M | 0.0% | +1,154.2% | 0.717% | |
2/13/2024 | Trademark Financial Management LLC | 17,959 | $449K | 0.3% | N/A | 0.055% | |
2/13/2024 | Holderness Investments Co. | 54,779 | $1.37M | 0.4% | -1.6% | 0.168% | |
2/13/2024 | Belpointe Asset Management LLC | 16,483 | $412K | 0.0% | -73.3% | 0.050% | |
2/12/2024 | Vectors Research Management LLC | 255,951 | $6.40M | 1.1% | -66.9% | 0.783% | |
2/12/2024 | Laidlaw Wealth Management LLC | 14,814 | $370K | 0.1% | -3.5% | 0.045% | |
2/12/2024 | Stifel Financial Corp | 483,520 | $12.08M | 0.0% | -17.6% | 1.479% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 8,650 | $216K | 0.0% | +47.9% | 0.026% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 177,955 | $4.45M | 0.0% | -14.7% | 0.544% | |
2/9/2024 | Hanlon Investment Management Inc. | 11,902 | $297K | 0.1% | N/A | 0.036% | |
2/9/2024 | Assetmark Inc. | 1,903,702 | $47.57M | 0.2% | N/A | 5.822% | |
2/9/2024 | Milestone Investment Advisors LLC | 132,740 | $3.32M | 1.0% | -41.7% | 0.406% | |
2/8/2024 | Laffer Tengler Investments Inc. | 70,628 | $1.77M | 0.5% | -3.8% | 0.216% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,334 | $408K | 0.0% | N/A | 0.050% | |
2/7/2024 | NBC Securities Inc. | 3,237 | $80K | 0.0% | N/A | 0.010% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 89,560 | $2.24M | 0.2% | -11.6% | 0.274% | |
2/6/2024 | Private Advisor Group LLC | 400,448 | $10.01M | 0.1% | +13.1% | 1.225% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 120,082 | $3.00M | 0.1% | N/A | 0.367% | |
2/6/2024 | Aveo Capital Partners LLC | 154,254 | $3.86M | 0.5% | N/A | 0.472% | |
2/6/2024 | Heritage Wealth Management LLC | 23,556 | $589K | 0.3% | N/A | 0.072% | |
2/5/2024 | HHM Wealth Advisors LLC | 26,080 | $652K | 0.1% | -15.7% | 0.080% | |
2/2/2024 | Kovack Advisors Inc. | 154,116 | $3.85M | 0.5% | -0.6% | 0.474% | |
2/2/2024 | TAP Consulting LLC | 42,952 | $1.07M | 0.3% | +1.2% | 0.132% | |
2/2/2024 | Atria Wealth Solutions Inc. | 281,356 | $7.03M | 0.1% | -8.4% | 0.866% | |
2/1/2024 | Significant Wealth Partners LLC | 19,469 | $487K | 0.4% | N/A | 0.060% | |
2/1/2024 | Sigma Planning Corp | 30,920 | $773K | 0.1% | -66.5% | 0.095% | |
2/1/2024 | CWM LLC | 12,648 | $316K | 0.0% | +348.8% | 0.039% | |
1/31/2024 | J.W. Cole Advisors Inc. | 26,615 | $665K | 0.0% | +55.5% | 0.082% | |
1/31/2024 | Beaumont Financial Advisors LLC | 338,855 | $8.47M | 0.8% | -7.5% | 1.043% | |
1/30/2024 | Lunt Capital Management Inc. | 110,592 | $2.76M | 1.4% | N/A | 0.340% | |
1/30/2024 | Capital Analysts LLC | 100,057 | $2.50M | 0.1% | +1.0% | 0.308% | |
1/30/2024 | Bison Wealth LLC | 31,072 | $776K | 0.1% | -76.1% | 0.096% | |
1/29/2024 | Meitav Investment House Ltd. | 58,267 | $1.45M | 0.0% | -6.1% | 0.179% | |
1/25/2024 | Fiduciary Planning LLC | 928,359 | $23.20M | 9.9% | +245.3% | 2.865% | |
1/25/2024 | Mainstay Capital Management LLC ADV | 964,345 | $24.10M | 4.6% | -63.0% | 2.976% | |
1/24/2024 | Stratos Wealth Partners LTD. | 12,796 | $320K | 0.0% | N/A | 0.039% | |
1/24/2024 | Arkadios Wealth Advisors | 22,484 | $562K | 0.0% | +2.1% | 0.069% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 181,521 | $4.54M | 1.9% | +23.2% | 0.560% | |
1/18/2024 | Global Retirement Partners LLC | 16,524 | $415K | 0.0% | +1,552.4% | 0.051% | |
1/17/2024 | Courier Capital LLC | 681,562 | $17.03M | 1.3% | -6.7% | 2.097% | |
1/17/2024 | IFG Advisory LLC | 48,537 | $1.21M | 0.1% | N/A | 0.149% | |
1/17/2024 | Fiduciary Alliance LLC | 71,887 | $1.80M | 0.4% | +58.2% | 0.221% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 101,383 | $2.53M | 0.0% | +10.2% | 0.312% | |
1/16/2024 | Raymond James & Associates | 19,702 | $492K | 0.0% | -6.0% | 0.061% | |
1/12/2024 | Accurate Wealth Management LLC | 10,268 | $258K | 0.1% | +18.1% | 0.032% | |
1/12/2024 | Sunflower Bank N.A. | 536,468 | $13.41M | 3.1% | +0.2% | 1.651% | |
1/11/2024 | Whittier Trust Co. | 32,151 | $803K | 0.0% | -41.9% | 0.099% | |
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12/14/2023 | WNY Asset Management LLC | 22,923 | $572K | 0.1% | N/A | 0.076% | |
12/5/2023 | TAP Consulting LLC | 42,431 | $1.06M | 0.3% | -3.7% | 0.140% | |
12/4/2023 | WT Wealth Management | 495,734 | $12.37M | 5.3% | -5.5% | 1.636% | |
11/16/2023 | Harbour Investments Inc. | 12,137 | $303K | 0.0% | +35.4% | 0.040% | |
11/16/2023 | Belpointe Asset Management LLC | 61,663 | $1.54M | 0.2% | +414.5% | 0.204% | |
11/16/2023 | First Foundation Advisors | 35,922 | $896K | 0.0% | -73.1% | 0.119% | |
11/15/2023 | Holderness Investments Co. | 55,684 | $1.39M | 0.5% | -1.2% | 0.184% | |
11/15/2023 | WealthPlan Investment Management LLC | 11,474 | $286K | 0.0% | N/A | 0.038% | |
11/15/2023 | Lido Advisors LLC | 9,632 | $240K | 0.0% | N/A | 0.032% | |
11/14/2023 | Mendel Money Management | 20,270 | $506K | 0.3% | -9.8% | 0.067% | |