5/16/2024 | Sugar Maple Asset Management LLC | 23,612 | $1.11M | 1.1% | N/A | 0.131% | |
5/9/2024 | SageView Advisory Group LLC | 20,714 | $944K | 0.0% | N/A | 0.115% | |
5/7/2024 | Nelson Capital Management LLC | 65,189 | $3.05M | 0.6% | N/A | 0.362% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 130,731 | $6.13M | 0.1% | -10.2% | 0.726% | |
5/2/2024 | Lincoln National Corp | 75,373 | $3.53M | 0.1% | +5.2% | 0.419% | |
5/2/2024 | BNP Paribas | 8,812 | $413K | 0.0% | N/A | 0.049% | |
|
5/1/2024 | Retirement Group LLC | 850 | $40K | 0.0% | +88.9% | 0.005% | |
5/1/2024 | SeaBridge Investment Advisors LLC | 11,915 | $558K | 0.1% | +43.0% | 0.066% | |
4/30/2024 | Private Advisor Group LLC | 17,996 | $843K | 0.0% | N/A | 0.100% | |
4/30/2024 | Consolidated Portfolio Review Corp | 5,142 | $241K | 0.1% | -41.4% | 0.029% | |
4/30/2024 | Naples Global Advisors LLC | 9,690 | $454K | 0.0% | -4.2% | 0.054% | |
4/29/2024 | Commonwealth Equity Services LLC | 147,853 | $6.93M | 0.0% | +5.3% | 0.817% | |
4/29/2024 | Sierra Capital LLC | 54,913 | $2.57M | 0.3% | -53.1% | 0.303% | |
4/29/2024 | Crescent Grove Advisors LLC | 31,207 | $1.46M | 0.2% | +6.3% | 0.172% | |
4/26/2024 | Clear Creek Financial Management LLC | 5,995 | $281K | 0.0% | -8.1% | 0.033% | |
4/24/2024 | Spire Wealth Management | 3,928 | $184K | 0.0% | -81.9% | 0.022% | |
4/24/2024 | Financial Freedom LLC | 3,068 | $144K | 0.1% | -14.1% | 0.017% | |
4/23/2024 | Global Retirement Partners LLC | 14,058 | $659K | 0.0% | +1,122.4% | 0.078% | |
4/23/2024 | Warner Financial Inc. | 8,778 | $411K | 0.2% | +70.5% | 0.048% | |
4/23/2024 | Petra Financial Advisors Inc. | 5,384 | $252K | 0.2% | N/A | 0.030% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 77,278 | $3.62M | 0.0% | +193.7% | 0.427% | |
4/22/2024 | PFG Investments LLC | 9,734 | $456K | 0.0% | N/A | 0.054% | |
4/18/2024 | Buffington Mohr McNeal | 25,218 | $1.18M | 0.2% | +3.5% | 0.139% | |
4/18/2024 | Woodmont Investment Counsel LLC | 3,300 | $155K | 0.0% | N/A | 0.018% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 31,220 | $1.46M | 0.0% | +28.4% | 0.172% | |
4/15/2024 | Sunbelt Securities Inc. | 3,558 | $167K | 0.0% | -30.7% | 0.020% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 7,413 | $337K | 0.0% | N/A | 0.047% | |
2/14/2024 | Northwest Wealth Management LLC | 4,451 | $202K | 0.1% | N/A | 0.028% | |
2/14/2024 | Visionary Wealth Advisors | 17,457 | $793K | 0.1% | -8.7% | 0.112% | |
2/14/2024 | Retirement Capital Strategies | 78,990 | $3.59M | 1.6% | +0.4% | 0.505% | |
2/14/2024 | Valley Financial Group Inc. | 8,419 | $382K | 0.3% | N/A | 0.054% | |
2/13/2024 | FinTrust Capital Advisors LLC | 1,500 | $68K | 0.0% | N/A | 0.010% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 25,614 | $1.16M | 0.0% | -60.8% | 0.164% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 30,302 | $1.38M | 0.8% | +4.3% | 0.194% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 6,591 | $299K | 0.0% | -17.5% | 0.042% | |
2/9/2024 | UBS Group AG | 320,639 | $14.57M | 0.0% | +3.7% | 2.049% | |
2/8/2024 | Foundations Investment Advisors LLC | 18,540 | $871K | 0.0% | N/A | 0.118% | |
2/7/2024 | Crosspoint Financial LLC | 40,857 | $1.86M | 18.4% | +8.1% | 0.261% | |
2/7/2024 | Wharton Business Group LLC | 202,015 | $9.18M | 0.5% | +1.0% | 1.291% | |
2/7/2024 | Principal Securities Inc. | 5,407 | $246K | 0.0% | N/A | 0.035% | |
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2/6/2024 | Lincoln National Corp | 71,666 | $3.26M | 0.1% | +1.2% | 0.458% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 24,306 | $1.10M | 0.0% | +17.8% | 0.155% | |
2/6/2024 | Spire Wealth Management | 21,715 | $999K | 0.0% | +5.6% | 0.139% | |
2/6/2024 | Connecticut Wealth Management LLC | 5,151 | $234K | 0.0% | N/A | 0.033% | |
2/6/2024 | Alterna Wealth Management Inc. | 11,292 | $513K | 0.6% | -8.3% | 0.072% | |
2/6/2024 | Solutions 4 Wealth Ltd | 21,938 | $997K | 3.3% | N/A | 0.140% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 924 | $42K | 0.0% | -46.4% | 0.006% | |
2/5/2024 | Triumph Capital Management | 11,789 | $536K | 0.2% | -3.1% | 0.075% | |
2/5/2024 | Penobscot Investment Management Company Inc. | 15,138 | $688K | 0.1% | -4.5% | 0.097% | |
2/5/2024 | Cora Capital Advisors LLC | 21,831 | $992K | 0.6% | +4.1% | 0.139% | |
2/2/2024 | Truist Financial Corp | 7,650 | $348K | 0.0% | -6.1% | 0.049% | |
2/1/2024 | Larson Financial Group LLC | 603 | $27K | 0.0% | +485.4% | 0.004% | |
2/1/2024 | CWM LLC | 14,329 | $651K | 0.0% | +20.6% | 0.092% | |
1/31/2024 | J.W. Cole Advisors Inc. | 5,386 | $245K | 0.0% | N/A | 0.034% | |
1/30/2024 | Crescent Grove Advisors LLC | 29,365 | $1.33M | 0.1% | +7.3% | 0.188% | |
1/30/2024 | Warner Financial Inc. | 5,147 | $234K | 0.1% | N/A | 0.033% | |
1/29/2024 | Consolidated Portfolio Review Corp | 8,774 | $399K | 0.1% | -8.0% | 0.056% | |
1/29/2024 | Ellis Investment Partners LLC | 15,627 | $710K | 0.2% | +2.0% | 0.100% | |
1/25/2024 | International Assets Investment Management LLC | 166,955 | $7.59M | 0.0% | N/A | 1.067% | |
1/25/2024 | Price Capital Management Inc. | 30,200 | $1.37M | 0.6% | N/A | 0.193% | |
1/24/2024 | International Assets Investment Management LLC | 166,955 | $7.59M | 0.0% | N/A | 1.067% | |
1/24/2024 | Mascoma Wealth Management LLC | 830 | $38K | 0.0% | -50.7% | 0.005% | |
1/23/2024 | Richard W. Paul & Associates LLC | 660 | $30K | 0.0% | N/A | 0.004% | |
1/19/2024 | ICICI Prudential Asset Management Co Ltd | 11,880 | $540K | 0.1% | -35.0% | 0.076% | |
1/19/2024 | Realta Investment Advisors | 6,573 | $299K | 0.1% | N/A | 0.042% | |
1/18/2024 | Global Retirement Partners LLC | 1,150 | $53K | 0.0% | N/A | 0.007% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 26,312 | $1.20M | 0.0% | -2.5% | 0.168% | |
1/16/2024 | Raymond James & Associates | 12,090 | $549K | 0.0% | +129.5% | 0.077% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 6,740 | $306K | 0.1% | N/A | 0.043% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 5,791 | $263K | 0.0% | -8.5% | 0.037% | |
1/11/2024 | Naples Global Advisors LLC | 10,115 | $460K | 0.1% | -2.4% | 0.065% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 12,960 | $589K | 0.1% | -3.0% | 0.083% | |
1/9/2024 | Purus Wealth Management LLC | 6,987 | $317K | 0.2% | -7.2% | 0.045% | |
1/2/2024 | Anchor Investment Management LLC | 1,243 | $56K | 0.0% | N/A | 0.008% | |
11/16/2023 | Advisors Capital Management LLC | 11,452 | $441K | 0.0% | +12.7% | 0.073% | |
11/15/2023 | Integrated Wealth Concepts LLC | 60,699 | $2.34M | 0.0% | -1.2% | 0.388% | |
11/15/2023 | Lido Advisors LLC | 113,985 | $4.39M | 0.0% | -12.6% | 0.728% | |
11/13/2023 | Mariner LLC | 16,869 | $650K | 0.0% | +75.3% | 0.108% | |
11/13/2023 | Visionary Wealth Advisors | 19,126 | $737K | 0.1% | +18.7% | 0.122% | |
11/13/2023 | LPL Financial LLC | 222,637 | $8.57M | 0.0% | +4.9% | 1.423% | |
11/13/2023 | Retirement Capital Strategies | 78,687 | $3.03M | 1.4% | -26.8% | 0.503% | |
11/13/2023 | Alterna Wealth Management Inc. | 12,317 | $474K | 0.6% | -5.9% | 0.079% | |
11/13/2023 | Kestra Advisory Services LLC | 10,882 | $419K | 0.0% | +13.9% | 0.070% | |
11/9/2023 | UBS Group AG | 309,286 | $11.91M | 0.0% | -0.3% | 1.976% | |
11/8/2023 | HighTower Advisors LLC | 10,967 | $424K | 0.0% | -45.2% | 0.070% | |
11/8/2023 | Spire Wealth Management | 20,563 | $792K | 0.0% | +13.7% | 0.131% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 148,662 | $5.73M | 0.1% | -2.0% | 0.950% | |
11/6/2023 | Wharton Business Group LLC | 200,110 | $7.71M | 0.4% | +3.2% | 1.279% | |
11/3/2023 | SageView Advisory Group LLC | 7,501 | $289K | 0.0% | +11.9% | 0.048% | |
11/1/2023 | Ellis Investment Partners LLC | 15,319 | $590K | 0.2% | -2.8% | 0.098% | |
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10/31/2023 | Fifth Third Bancorp | 900 | $35K | 0.0% | N/A | 0.006% | |
10/26/2023 | SeaBridge Investment Advisors LLC | 8,190 | $315K | 0.1% | +26.1% | 0.052% | |
10/25/2023 | Crescent Grove Advisors LLC | 27,356 | $1.05M | 0.1% | -2.0% | 0.175% | |
10/25/2023 | Buffington Mohr McNeal | 24,498 | $943K | 0.2% | +24.2% | 0.157% | |
10/24/2023 | Raymond James & Associates | 5,268 | $203K | 0.0% | N/A | 0.034% | |
10/24/2023 | Clear Creek Financial Management LLC | 6,405 | $247K | 0.0% | -7.0% | 0.041% | |
10/23/2023 | Commonwealth Equity Services LLC | 146,913 | $5.66M | 0.0% | +1.9% | 0.939% | |
10/17/2023 | Avior Wealth Management LLC | 1,689 | $65K | 0.0% | -58.0% | 0.011% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 20,626 | $794K | 0.0% | -86.8% | 0.132% | |
10/12/2023 | WealthOne LLC | 41,107 | $1.58M | 0.6% | +5.4% | 0.263% | |