5/24/2024 | Cetera Advisors LLC | 167,394 | $10.21M | 0.1% | +34.3% | 1.245% | |
5/24/2024 | Cetera Investment Advisers | 190,442 | $11.62M | 0.0% | +324.3% | 1.416% | |
5/17/2024 | Clear Point Advisors Inc. | 653 | $40K | 0.0% | -21.3% | 0.005% | |
5/16/2024 | Waverly Advisors LLC | 16,396 | $1M | 0.0% | N/A | 0.122% | |
5/10/2024 | TIAA Trust National Association | 3,389 | $207K | 0.0% | N/A | 0.025% | |
5/9/2024 | Clearwater Capital Advisors LLC | 154,295 | $9.42M | 1.0% | +0.5% | 1.147% | |
|
5/7/2024 | Insight Advisors LLC PA | 3,316 | $202K | 0.0% | -6.9% | 0.025% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 5,070 | $309K | 0.0% | -9.0% | 0.038% | |
5/4/2024 | DAVENPORT & Co LLC | 472,211 | $28.81M | 0.2% | +10.4% | 3.511% | |
5/2/2024 | Consolidated Planning Corp | 149,868 | $9.15M | 1.6% | +3.5% | 1.114% | |
5/1/2024 | Janney Montgomery Scott LLC | 47,225 | $2.88M | 0.0% | +15.9% | 0.351% | |
4/30/2024 | Private Advisor Group LLC | 169,135 | $10.32M | 0.1% | +14.3% | 1.258% | |
4/30/2024 | Culbertson A N & Co. Inc. | 46,180 | $2.82M | 0.5% | -3.0% | 0.343% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 77,661 | $4.74M | 0.0% | -1.3% | 0.577% | |
4/24/2024 | PSI Advisors LLC | 8,293 | $506K | 0.2% | -2.9% | 0.062% | |
4/24/2024 | CENTRAL TRUST Co | 21,900 | $1.34M | 0.0% | -9.6% | 0.163% | |
4/24/2024 | Oxler Private Wealth LLC | 14,319 | $874K | 0.3% | -2.1% | 0.106% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 291,593 | $17.79M | 0.0% | -29.6% | 2.168% | |
4/18/2024 | Breakwater Capital Group | 69,996 | $4.27M | 1.1% | +3.5% | 0.520% | |
4/17/2024 | Vicus Capital | 7,206 | $440K | 0.0% | -4.8% | 0.054% | |
4/15/2024 | S.A. Mason LLC | 7,079 | $432K | 0.3% | -12.4% | 0.053% | |
4/15/2024 | Sound Income Strategies LLC | 545 | $33K | 0.0% | -73.8% | 0.004% | |
4/12/2024 | Kaydan Wealth Management Inc. | 3,450 | $211K | 0.1% | N/A | 0.025% | |
4/12/2024 | Northwest Investment Counselors LLC | 535 | $33K | 0.0% | N/A | 0.004% | |
4/10/2024 | CVA Family Office LLC | 8,042 | $491K | 0.1% | -15.6% | 0.058% | |
4/9/2024 | Mather Group LLC. | 47,647 | $2.73M | 0.0% | -7.1% | 0.343% | |
4/8/2024 | RVW Wealth LLC | 19,265 | $1.18M | 0.1% | -5.4% | 0.139% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 4,644 | $267K | 0.2% | N/A | 0.033% | |
3/8/2024 | ICA Group Wealth Management LLC | 555 | $32K | 0.0% | N/A | 0.004% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,961 | $223K | 0.0% | N/A | 0.028% | |
2/15/2024 | Freedom Investment Management Inc. | 362,496 | $20.80M | 1.7% | N/A | 2.608% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 4,128 | $237K | 0.0% | +5.1% | 0.030% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 78,691 | $4.52M | 0.0% | -1.9% | 0.566% | |
2/9/2024 | Oxler Private Wealth LLC | 14,631 | $840K | 0.7% | -2.9% | 0.105% | |
2/9/2024 | Wells Fargo & Company MN | 126,006 | $7.23M | 0.0% | +5.1% | 0.907% | |
2/9/2024 | UBS Group AG | 1,126,939 | $64.68M | 0.0% | +11.9% | 8.107% | |
2/8/2024 | Janney Montgomery Scott LLC | 40,732 | $2.34M | 0.0% | +51.8% | 0.293% | |
2/7/2024 | Avantax Advisory Services Inc. | 3,706 | $213K | 0.0% | -29.9% | 0.027% | |
2/7/2024 | Theory Financial LLC | 71,812 | $4.12M | 2.2% | +2.4% | 0.517% | |
2/7/2024 | Ieq Capital LLC | 193,093 | $11.08M | 0.2% | +1.7% | 1.389% | |
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2/7/2024 | Dana Investment Advisors Inc. | 3,516 | $202K | 0.0% | N/A | 0.025% | |
2/7/2024 | Clearwater Capital Advisors LLC | 153,474 | $8.81M | 1.0% | +3.9% | 1.104% | |
2/6/2024 | Private Advisor Group LLC | 148,027 | $8.50M | 0.1% | +10.9% | 1.065% | |
2/5/2024 | Mather Group LLC. | 51,312 | $2.95M | 0.0% | -8.8% | 0.369% | |
2/5/2024 | Sargent Investment Group LLC | 5,860 | $336K | 0.1% | -9.5% | 0.042% | |
2/5/2024 | Principle Wealth Partners LLC | 3,500 | $201K | 0.0% | N/A | 0.025% | |
2/5/2024 | Consolidated Planning Corp | 144,794 | $8.31M | 1.5% | +5.6% | 1.042% | |
2/2/2024 | Truist Financial Corp | 536,560 | $30.79M | 0.0% | -4.7% | 3.860% | |
2/1/2024 | NewSquare Capital LLC | 26,360 | $1.51M | 0.1% | -17.6% | 0.190% | |
2/1/2024 | Vicus Capital | 7,569 | $434K | 0.0% | -21.4% | 0.054% | |
1/31/2024 | Western Wealth Management LLC | 16,447 | $944K | 0.1% | N/A | 0.118% | |
1/29/2024 | Lauer Wealth LLC | 90,537 | $5.16M | 4.7% | +1.1% | 0.651% | |
1/26/2024 | Cerity Partners LLC | 5,098 | $293K | 0.0% | N/A | 0.037% | |
1/26/2024 | Financial Counselors Inc. | 3,683 | $211K | 0.0% | N/A | 0.026% | |
1/26/2024 | GHP Investment Advisors Inc. | 45,476 | $2.61M | 0.1% | -3.2% | 0.327% | |
1/24/2024 | Stratos Wealth Partners LTD. | 5,648 | $324K | 0.0% | -17.0% | 0.041% | |
1/24/2024 | CENTRAL TRUST Co | 24,236 | $1.39M | 0.0% | -1.1% | 0.174% | |
1/24/2024 | Breakwater Capital Group | 67,637 | $3.85M | 1.1% | +2.2% | 0.487% | |
1/23/2024 | Insight Advisors LLC PA | 3,563 | $204K | 0.0% | N/A | 0.026% | |
1/23/2024 | StrategIQ Financial Group LLC | 16,419 | $942K | 0.1% | -9.0% | 0.118% | |
1/23/2024 | DAVENPORT & Co LLC | 427,655 | $24.54M | 0.2% | +10.4% | 3.077% | |
1/22/2024 | Great Point Wealth Advisors LLC | 157,282 | $9.03M | 2.3% | -11.6% | 1.132% | |
1/19/2024 | Fifth Third Bancorp | 580 | $33K | 0.0% | N/A | 0.004% | |
1/19/2024 | Hibernia Wealth Partners LLC | 11,454 | $657K | 0.5% | -22.7% | 0.082% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 414,086 | $23.76M | 0.0% | -4.7% | 2.979% | |
1/16/2024 | Raymond James & Associates | 24,264 | $1.39M | 0.0% | +1.1% | 0.175% | |
1/12/2024 | GPS Wealth Strategies Group LLC | 451 | $26K | 0.0% | -96.8% | 0.003% | |
1/11/2024 | Raymond James Trust N.A. | 5,578 | $320K | 0.0% | -5.4% | 0.040% | |
1/8/2024 | RVW Wealth LLC | 20,354 | $1.17M | 0.1% | -2.1% | 0.146% | |
1/5/2024 | Apella Capital LLC | 20,925 | $1.17M | 0.1% | N/A | 0.151% | |
12/7/2023 | Financial Insights Inc. | 6,936 | $330K | 0.1% | N/A | 0.050% | |
12/6/2023 | Citigroup Inc. | 643 | $33K | 0.0% | N/A | 0.005% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 87,758 | $4.45M | 0.0% | +70.2% | 0.631% | |
11/15/2023 | Theory Financial LLC | 70,118 | $3.56M | 2.1% | -4.0% | 0.504% | |
11/15/2023 | Laurel Wealth Advisors LLC | 6,284 | $319K | 0.1% | -3.1% | 0.045% | |
11/15/2023 | Truist Financial Corp | 562,728 | $28.55M | 0.0% | -10.3% | 4.048% | |
11/14/2023 | Synovus Financial Corp | 120,219 | $6.10M | 0.1% | +109.5% | 0.865% | |
11/14/2023 | Mather Group LLC. | 56,267 | $2.86M | 0.1% | +1.9% | 0.405% | |
11/13/2023 | LPL Financial LLC | 116,638 | $5.92M | 0.0% | +1.3% | 0.839% | |
11/13/2023 | Envestnet Asset Management Inc. | 151,456 | $7.69M | 0.0% | -19.7% | 1.090% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 5,664 | $287K | 0.0% | N/A | 0.041% | |
11/13/2023 | Kestra Advisory Services LLC | 36,952 | $1.88M | 0.0% | -47.0% | 0.266% | |
11/9/2023 | UBS Group AG | 1,007,468 | $51.12M | 0.0% | +35.2% | 7.248% | |
11/8/2023 | HighTower Advisors LLC | 203,607 | $10.33M | 0.0% | +1.5% | 1.465% | |
11/8/2023 | Janney Montgomery Scott LLC | 26,826 | $1.36M | 0.0% | +65.2% | 0.193% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 141,736 | $7.19M | 0.0% | -5.6% | 1.020% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,286 | $268K | 0.0% | +8.7% | 0.038% | |
11/6/2023 | Wealthspire Advisors LLC | 7,195 | $365K | 0.0% | -5.0% | 0.052% | |
11/6/2023 | Breakwater Capital Group | 66,189 | $3.18M | 1.1% | +17.2% | 0.476% | |
11/3/2023 | Private Advisor Group LLC | 133,484 | $6.77M | 0.1% | +5.8% | 0.960% | |
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11/1/2023 | Investors Research Corp | 22,970 | $1.17M | 0.3% | -2.0% | 0.165% | |
10/30/2023 | Win Advisors Inc. | 227,807 | $11.56M | 5.7% | N/A | 1.639% | |
10/26/2023 | CENTRAL TRUST Co | 24,516 | $1.24M | 0.0% | -26.2% | 0.176% | |
10/26/2023 | 3D L Capital Management LLC | 369,398 | $18.74M | 6.1% | -8.6% | 2.658% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 14,308 | $726K | 0.1% | -5.1% | 0.103% | |
10/24/2023 | Clearwater Capital Advisors LLC | 147,783 | $7.50M | 0.9% | -0.3% | 1.063% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 434,512 | $22.05M | 0.0% | +3.2% | 3.126% | |
10/24/2023 | Raymond James & Associates | 23,997 | $1.22M | 0.0% | -1.8% | 0.173% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 80,185 | $4.07M | 0.0% | -0.7% | 0.577% | |
10/23/2023 | Vicus Capital | 9,632 | $489K | 0.1% | -14.5% | 0.069% | |