5/14/2024 | Biltmore Family Office LLC | 153,024 | $4.55M | 0.9% | +22.8% | 0.564% | |
5/14/2024 | CreativeOne Wealth LLC | 146,809 | $4.37M | 0.2% | +74.0% | 0.541% | |
5/14/2024 | Owen LaRue LLC | 21,252 | $632K | 0.4% | N/A | 0.078% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 430,604 | $12.81M | 0.2% | -3.2% | 1.586% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,046 | $210K | 0.0% | N/A | 0.026% | |
5/7/2024 | Guardian Asset Advisors LLC | 17,453 | $519K | 0.4% | +7.3% | 0.064% | |
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5/7/2024 | Insight Advisors LLC PA | 54,504 | $1.62M | 0.3% | -20.0% | 0.201% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,429 | $72K | 0.0% | +17.5% | 0.009% | |
5/4/2024 | Essex LLC | 37,735 | $1.12M | 0.3% | -35.6% | 0.145% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 5,065 | $151K | 0.0% | -51.0% | 0.019% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 13,697 | $407K | 0.2% | N/A | 0.053% | |
5/2/2024 | Farrow Financial Inc. | 81,378 | $2.42M | 1.7% | +4.9% | 0.313% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 24,547 | $730K | 0.6% | -3.9% | 0.094% | |
5/2/2024 | BNP Paribas | 830 | $25K | 0.0% | N/A | 0.003% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 362,426 | $10.78M | 0.0% | +9.0% | 1.394% | |
4/30/2024 | Private Advisor Group LLC | 16,691 | $497K | 0.0% | +6.4% | 0.064% | |
4/30/2024 | North Star Investment Management Corp. | 7,070 | $210K | 0.0% | +22.5% | 0.027% | |
4/30/2024 | Joel Isaacson & Co. LLC | 11,523 | $343K | 0.0% | N/A | 0.044% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 14,609 | $435K | 0.3% | +3,946.8% | 0.056% | |
4/29/2024 | Commonwealth Equity Services LLC | 68,805 | $2.05M | 0.0% | +4.9% | 0.263% | |
4/27/2024 | Phoenix Wealth Advisors | 25,260 | $751K | 0.5% | +31.1% | 0.097% | |
4/26/2024 | Sterling Investment Counsel LLC | 21,138 | $629K | 0.3% | N/A | 0.081% | |
4/25/2024 | Simplex Trading LLC | 7,726 | $229K | 0.0% | -45.0% | 0.030% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 192,662 | $5.73M | 0.0% | -0.5% | 0.738% | |
4/24/2024 | Pinnacle Wealth Management Group Inc. | 69,635 | $2.07M | 1.5% | +1.2% | 0.267% | |
4/24/2024 | Dakota Wealth Management | 46,010 | $1.37M | 0.0% | N/A | 0.176% | |
4/24/2024 | Spire Wealth Management | 21,377 | $636K | 0.0% | N/A | 0.082% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 73,652 | $2.19M | 1.3% | -6.1% | 0.282% | |
4/23/2024 | TAP Consulting LLC | 153,942 | $4.58M | 1.0% | +220.8% | 0.589% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 236,361 | $7.03M | 0.0% | -9.6% | 0.905% | |
4/19/2024 | WealthBridge Investment Counsel Inc. | 95,400 | $2.84M | 1.1% | -0.9% | 0.365% | |
4/19/2024 | Accel Wealth Management | 23,543 | $700K | 0.3% | -5.7% | 0.090% | |
4/18/2024 | O ROURKE & COMPANY Inc | 15,815 | $471K | 0.3% | +12.1% | 0.061% | |
4/16/2024 | ERn Financial LLC | 37,363 | $1.11M | 0.2% | -3.8% | 0.143% | |
4/12/2024 | Capital Advisors Wealth Management LLC | 8,278 | $246K | 0.1% | -81.0% | 0.032% | |
4/12/2024 | Purus Wealth Management LLC | 8,948 | $266K | 0.1% | -4.6% | 0.034% | |
4/10/2024 | Banque Cantonale Vaudoise | 1,926 | $57K | 0.0% | N/A | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 511,298 | $14.99M | 0.0% | -3.5% | 2.034% | |
2/15/2024 | Biltmore Family Office LLC | 124,573 | $3.66M | 0.8% | +12.6% | 0.496% | |
2/14/2024 | Greystone Financial Group LLC | 10,821 | $317K | 0.1% | -16.6% | 0.043% | |
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2/14/2024 | NCM Capital Management LLC | 22,633 | $663K | 0.4% | +3.1% | 0.090% | |
2/13/2024 | Per Stirling Capital Management LLC. | 11,680 | $342K | 0.1% | N/A | 0.046% | |
2/13/2024 | Ratio Wealth Group | 40,631 | $1.19M | 0.3% | +6.5% | 0.162% | |
2/12/2024 | Edmond DE Rothschild Holding S.A. | 444,853 | $13.04M | 0.2% | -11.4% | 1.770% | |
2/12/2024 | Parallel Advisors LLC | 5,046 | $148K | 0.0% | +67.9% | 0.020% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 193,653 | $5.68M | 0.0% | -9.2% | 0.770% | |
2/9/2024 | CreativeOne Wealth LLC | 84,358 | $2.47M | 0.2% | -16.7% | 0.336% | |
2/9/2024 | L.M. Kohn & Company | 11,338 | $332K | 0.1% | +8.9% | 0.045% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 14,770 | $433K | 0.0% | -13.6% | 0.059% | |
2/9/2024 | PNC Financial Services Group Inc. | 511,298 | $14.99M | 0.0% | -3.5% | 2.034% | |
2/8/2024 | Level Four Advisory Services LLC | 119,615 | $3.51M | 0.2% | +5.2% | 0.476% | |
2/8/2024 | Farrow Financial Inc. | 77,550 | $2.27M | 1.7% | N/A | 0.308% | |
2/6/2024 | Private Advisor Group LLC | 15,686 | $460K | 0.0% | -14.6% | 0.062% | |
2/6/2024 | TCG Advisory Services LLC | 30,165 | $884K | 0.1% | -14.0% | 0.120% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 32,815 | $962K | 0.0% | -29.2% | 0.131% | |
2/2/2024 | TAP Consulting LLC | 47,990 | $1.41M | 0.3% | -5.8% | 0.194% | |
2/2/2024 | Simplex Trading LLC | 14,047 | $411K | 0.0% | +379.7% | 0.057% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 78,473 | $2.30M | 1.6% | -0.6% | 0.318% | |
2/1/2024 | Brendel Financial Advisors LLC | 27,945 | $819K | 0.5% | -2.5% | 0.113% | |
2/1/2024 | CWM LLC | 2,486 | $73K | 0.0% | +19.2% | 0.010% | |
2/1/2024 | Riggs Asset Managment Co. Inc. | 10,339 | $303K | 0.1% | -6.1% | 0.042% | |
1/30/2024 | Prosperity Wealth Management Inc. | 27,964 | $820K | 0.5% | -4.9% | 0.113% | |
1/30/2024 | Phoenix Wealth Advisors | 19,266 | $550K | 0.4% | +6.3% | 0.078% | |
1/29/2024 | NewEdge Wealth LLC | 42,022 | $1.23M | 0.0% | -13.3% | 0.170% | |
1/29/2024 | Essex LLC | 58,619 | $1.72M | 0.4% | -33.9% | 0.238% | |
1/26/2024 | Advisors Management Group Inc. ADV | 25,149 | $737K | 0.2% | +9.1% | 0.103% | |
1/26/2024 | Geneos Wealth Management Inc. | 2,067 | $61K | 0.0% | N/A | 0.008% | |
1/25/2024 | Price Capital Management Inc. | 61,050 | $1.79M | 0.8% | N/A | 0.249% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 332,636 | $9.75M | 0.0% | +91.8% | 1.373% | |
1/24/2024 | International Assets Investment Management LLC | 9,379 | $275K | 0.0% | N/A | 0.039% | |
1/24/2024 | O ROURKE & COMPANY Inc | 14,112 | $414K | 0.3% | +13.2% | 0.058% | |
1/24/2024 | All Season Financial Advisors Inc. | 17,032 | $499K | 0.4% | -11.2% | 0.070% | |
1/23/2024 | Insight Advisors LLC PA | 68,111 | $2.00M | 0.4% | +11.5% | 0.281% | |
1/23/2024 | Black Swift Group LLC | 159,040 | $4.66M | 1.4% | +124.0% | 0.656% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 181,890 | $5.33M | 2.2% | +7.9% | 0.751% | |
1/22/2024 | Claro Advisors LLC | 7,513 | $220K | 0.0% | N/A | 0.031% | |
1/19/2024 | ERn Financial LLC | 38,820 | $1.15M | 0.2% | -37.0% | 0.160% | |
1/18/2024 | Delta Financial Group Inc. | 7,158 | $210K | 0.1% | N/A | 0.030% | |
1/18/2024 | WealthCare Investment Partners LLC | 8,763 | $249K | 0.1% | -6.3% | 0.036% | |
1/17/2024 | Smith Anglin Financial LLC | 8,475 | $248K | 0.0% | -55.2% | 0.035% | |
1/17/2024 | Pinnacle Wealth Management Group Inc. | 68,812 | $2.02M | 1.7% | +0.8% | 0.284% | |
1/17/2024 | WealthBridge Investment Counsel Inc. | 96,300 | $2.82M | 1.1% | +1.0% | 0.398% | |
1/16/2024 | HBW Advisory Services LLC | 26,933 | $790K | 0.1% | +140.0% | 0.111% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 261,482 | $7.66M | 0.0% | +113.1% | 1.080% | |
1/16/2024 | Raymond James & Associates | 123,020 | $3.61M | 0.0% | +8.7% | 0.508% | |
1/16/2024 | Ayalon Insurance Comp Ltd. | 10,169 | $298K | 0.1% | -4.9% | 0.042% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 25,548 | $749K | 0.6% | +178.0% | 0.106% | |
1/12/2024 | Archford Capital Strategies LLC | 25,511 | $748K | 0.1% | -5.0% | 0.105% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 11,468 | $336K | 0.0% | -5.5% | 0.047% | |
12/5/2023 | TAP Consulting LLC | 50,933 | $1.24M | 0.3% | +2.7% | 0.207% | |
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11/15/2023 | Riggs Asset Managment Co. Inc. | 11,015 | $268K | 0.1% | -5.3% | 0.045% | |
11/14/2023 | NCM Capital Management LLC | 21,958 | $533K | 0.4% | +2.9% | 0.089% | |
11/14/2023 | O ROURKE & COMPANY Inc | 12,465 | $303K | 0.2% | -22.6% | 0.051% | |
11/13/2023 | LPL Financial LLC | 621,858 | $15.11M | 0.0% | -27.8% | 2.532% | |
11/13/2023 | Kestra Advisory Services LLC | 237,671 | $5.77M | 0.1% | +10.0% | 0.968% | |
11/13/2023 | PNC Financial Services Group Inc. | 530,046 | $12.88M | 0.0% | -7.1% | 2.158% | |
11/9/2023 | Oliver Lagore Vanvalin Investment Group | 16,844 | $409K | 0.2% | -34.2% | 0.069% | |
11/8/2023 | HighTower Advisors LLC | 73,641 | $1.79M | 0.0% | +10.7% | 0.300% | |
11/8/2023 | NewEdge Wealth LLC | 48,474 | $1.18M | 0.0% | -47.5% | 0.197% | |
11/8/2023 | Eagle Strategies LLC | 20,705 | $503K | 0.1% | +14.0% | 0.084% | |