5/8/2024 | Great Diamond Partners LLC | 47,716 | $1.73M | 0.4% | +1.7% | 0.606% | |
5/7/2024 | Insight Advisors LLC PA | 21,461 | $778K | 0.1% | -29.5% | 0.273% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 22,997 | $833K | 0.0% | -59.6% | 0.292% | |
5/1/2024 | Sequoia Financial Advisors LLC | 7,434 | $269K | 0.0% | -17.8% | 0.094% | |
4/30/2024 | Macroview Investment Management LLC | 13,377 | $485K | 0.5% | -17.5% | 0.170% | |
4/30/2024 | Commonwealth Equity Services LLC | 19,840 | $719K | 0.0% | +8.9% | 0.252% | |
|
4/29/2024 | Crew Capital Management Ltd. | 7,295 | $264K | 0.2% | -12.3% | 0.093% | |
4/17/2024 | Fiduciary Alliance LLC | 6,209 | $223K | 0.0% | N/A | 0.079% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 55,913 | $2.03M | 0.1% | -6.8% | 0.710% | |
4/15/2024 | CIC Wealth LLC | 18,935 | $686K | 0.2% | -12.6% | 0.241% | |
4/12/2024 | Global Assets Advisory LLC | 25,179 | $912K | 0.0% | N/A | 0.320% | |
3/22/2024 | PNC Financial Services Group Inc. | 888,568 | $31.38M | 0.0% | -2.1% | 10.654% | |
2/20/2024 | Voisard Asset Management Group Inc. | 2,009 | $71K | 0.0% | N/A | 0.024% | |
2/12/2024 | Tradition Wealth Management LLC | 2,900 | $102K | 0.0% | -19.4% | 0.035% | |
2/9/2024 | Assetmark Inc. | 11,240 | $397K | 0.0% | +98.3% | 0.135% | |
2/9/2024 | CreativeOne Wealth LLC | 26,117 | $922K | 0.1% | -38.6% | 0.313% | |
2/9/2024 | UBS Group AG | 170,505 | $6.02M | 0.0% | -2.2% | 2.044% | |
2/9/2024 | PNC Financial Services Group Inc. | 888,568 | $31.38M | 0.0% | -2.1% | 10.654% | |
2/7/2024 | Great Diamond Partners LLC | 46,897 | $1.66M | 0.4% | +22.1% | 0.562% | |
2/7/2024 | Principal Securities Inc. | 169,130 | $5.97M | 0.2% | N/A | 2.028% | |
2/7/2024 | Clearwater Capital Advisors LLC | 376,730 | $13.30M | 1.5% | -3.0% | 4.517% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 59,996 | $2.12M | 0.1% | +3.0% | 0.719% | |
2/6/2024 | Great Valley Advisor Group Inc. | 7,120 | $251K | 0.0% | N/A | 0.085% | |
2/5/2024 | Crew Capital Management Ltd. | 8,315 | $294K | 0.3% | -15.7% | 0.100% | |
2/2/2024 | Atria Wealth Solutions Inc. | 11,472 | $407K | 0.0% | -9.1% | 0.137% | |
1/30/2024 | Macroview Investment Management LLC | 16,208 | $572K | 0.7% | -8.7% | 0.193% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 34,037 | $1.21M | 0.0% | +0.9% | 0.406% | |
1/26/2024 | Sequoia Financial Advisors LLC | 9,047 | $319K | 0.0% | +6.6% | 0.105% | |
1/25/2024 | International Assets Investment Management LLC | 49,434 | $1.75M | 0.0% | N/A | 0.576% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 56,896 | $2.01M | 0.0% | +9.1% | 0.663% | |
1/24/2024 | Stratos Wealth Partners LTD. | 16,533 | $584K | 0.0% | -5.0% | 0.193% | |
1/24/2024 | International Assets Investment Management LLC | 49,434 | $1.75M | 0.0% | N/A | 0.576% | |
1/23/2024 | Insight Advisors LLC PA | 30,453 | $1.08M | 0.2% | +2.4% | 0.353% | |
1/18/2024 | Smithbridge Asset Management Inc. DE | 26,481 | $935K | 0.2% | -9.0% | 0.307% | |
1/17/2024 | Armstrong Advisory Group Inc. | 9,530 | $337K | 0.0% | -8.6% | 0.110% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 30,307 | $1.07M | 0.0% | -3.2% | 0.351% | |
1/16/2024 | Raymond James & Associates | 35,777 | $1.26M | 0.0% | +6.7% | 0.415% | |
1/12/2024 | Archford Capital Strategies LLC | 13,377 | $472K | 0.1% | -24.5% | 0.155% | |
1/12/2024 | CIC Wealth LLC | 21,663 | $765K | 0.2% | -1.9% | 0.251% | |
1/11/2024 | Worth Asset Management LLC | 5,780 | $204K | 0.1% | N/A | 0.067% | |
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1/11/2024 | Patten Group Inc. | 20,740 | $732K | 0.2% | -3.1% | 0.240% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 5,518 | $195K | 0.0% | -18.2% | 0.064% | |
11/15/2023 | Lido Advisors LLC | 126,792 | $3.88M | 0.0% | -11.3% | 1.425% | |
11/15/2023 | Glenmede Trust Co. NA | 11,582 | $355K | 0.0% | +5.1% | 0.130% | |
11/14/2023 | Operose Advisors LLC | 1,900 | $58K | 0.0% | N/A | 0.021% | |
11/13/2023 | LPL Financial LLC | 214,841 | $6.58M | 0.0% | -34.9% | 2.414% | |
11/13/2023 | Kestra Advisory Services LLC | 7,343 | $225K | 0.0% | -38.9% | 0.083% | |
11/13/2023 | PNC Financial Services Group Inc. | 907,697 | $27.80M | 0.0% | -6.8% | 10.199% | |
11/9/2023 | UBS Group AG | 174,272 | $5.34M | 0.0% | +5.0% | 1.958% | |
11/8/2023 | HighTower Advisors LLC | 25,373 | $775K | 0.0% | -1.9% | 0.285% | |
11/8/2023 | Banco Santander S.A. | 8,310 | $255K | 0.0% | -13.2% | 0.093% | |
11/7/2023 | Prosperity Financial Group Inc. | 61,235 | $1.88M | 1.5% | +4.5% | 0.688% | |
11/7/2023 | Insight Advisors LLC PA | 29,733 | $911K | 0.2% | +11.0% | 0.334% | |
11/2/2023 | Crew Capital Management Ltd. | 9,869 | $302K | 0.3% | -66.7% | 0.111% | |
10/27/2023 | Assetmark Inc. | 5,669 | $174K | 0.0% | N/A | 0.064% | |
10/27/2023 | Financial Advocates Investment Management | 13,058 | $400K | 0.0% | -12.1% | 0.147% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 52,174 | $1.60M | 0.0% | -72.7% | 0.586% | |
10/25/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 33,724 | $1.04M | 0.0% | +2.4% | 0.379% | |
10/24/2023 | Stratos Wealth Partners LTD. | 17,395 | $533K | 0.0% | -4.6% | 0.195% | |
10/24/2023 | Clearwater Capital Advisors LLC | 388,186 | $11.89M | 1.4% | -6.8% | 4.362% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 28,063 | $860K | 0.0% | -3.8% | 0.315% | |
10/23/2023 | Commonwealth Equity Services LLC | 18,313 | $561K | 0.0% | -7.9% | 0.206% | |
10/17/2023 | CreativeOne Wealth LLC | 42,554 | $1.30M | 0.1% | -13.9% | 0.478% | |
10/12/2023 | IFP Advisors Inc | 15,305 | $469K | 0.0% | -12.6% | 0.172% | |
10/11/2023 | Armstrong Advisory Group Inc. | 10,422 | $319K | 0.0% | -3.7% | 0.117% | |
10/10/2023 | EWG Elevate Inc. | 12,909 | $395K | 0.2% | -92.5% | 0.145% | |
9/12/2023 | Prosperity Financial Group Inc. | 58,594 | $2.03M | 1.8% | N/A | 0.584% | |
8/11/2023 | PNC Financial Services Group Inc. | 974,389 | $33.70M | 0.0% | -3.5% | 9.715% | |
8/10/2023 | GeoWealth Management LLC | 8,000 | $277K | 0.0% | +7.0% | 0.080% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 191,061 | $6.61M | 0.0% | -48.6% | 1.905% | |
8/10/2023 | Cetera Advisor Networks LLC | 13,536 | $468K | 0.0% | -3.7% | 0.135% | |
8/10/2023 | Cetera Investment Advisers | 16,421 | $568K | 0.0% | -5.1% | 0.164% | |
8/9/2023 | Lido Advisors LLC | 142,938 | $4.94M | 0.0% | -1.3% | 1.425% | |
8/8/2023 | Clearwater Capital Advisors LLC | 416,571 | $14.41M | 1.7% | -4.6% | 4.153% | |
8/8/2023 | Sequoia Financial Advisors LLC | 8,739 | $302K | 0.0% | +9.3% | 0.087% | |
8/7/2023 | Insight Advisors LLC PA | 26,787 | $926K | 0.2% | +214.1% | 0.267% | |
8/4/2023 | IFP Advisors Inc | 17,515 | $355K | 0.0% | -16.3% | 0.175% | |
8/3/2023 | Atria Wealth Solutions Inc. | 12,615 | $438K | 0.0% | +62.4% | 0.126% | |
8/2/2023 | Archford Capital Strategies LLC | 17,878 | $623K | 0.1% | -3.9% | 0.178% | |
8/1/2023 | Truist Financial Corp | 14,138 | $489K | 0.0% | N/A | 0.141% | |
7/31/2023 | LPL Financial LLC | 330,059 | $11.42M | 0.0% | +99.2% | 3.291% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 7,244 | $251K | 0.0% | -27.2% | 0.072% | |
7/26/2023 | Patten Group Inc. | 21,411 | $740K | 0.1% | -7.3% | 0.212% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 31,172 | $1.08M | 0.0% | +5.5% | 0.309% | |
7/25/2023 | Raymond James & Associates | 33,362 | $1.15M | 0.0% | +1.0% | 0.331% | |
7/20/2023 | International Assets Investment Management LLC | 130,951 | $2.86M | 0.4% | N/A | 1.299% | |
7/20/2023 | Crew Capital Management Ltd. | 29,627 | $1.03M | 1.2% | -30.5% | 0.294% | |
7/19/2023 | CIC Wealth LLC | 22,223 | $769K | 0.3% | -2.8% | 0.220% | |
7/18/2023 | Smithbridge Asset Management Inc. DE | 42,915 | $1.24M | 0.3% | +45.9% | 0.426% | |
7/17/2023 | Great Diamond Partners LLC | 36,892 | $1.28M | 0.3% | N/A | 0.366% | |
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7/17/2023 | Wealthcare Advisory Partners LLC | 58,235 | $2.01M | 0.1% | -2.4% | 0.578% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 29,173 | $1.01M | 0.0% | +12.3% | 0.280% | |
7/12/2023 | EWG Elevate Inc. | 172,897 | $5.98M | 2.5% | +883.9% | 1.659% | |
7/11/2023 | Worth Asset Management LLC | 39,298 | $1.36M | 1.0% | -40.6% | 0.377% | |
7/11/2023 | Good Life Advisors LLC | 7,271 | $251K | 0.0% | -5.3% | 0.070% | |
7/6/2023 | Armstrong Advisory Group Inc. | 10,818 | $374K | 0.0% | -2.7% | 0.105% | |
5/11/2023 | Brown Brothers Harriman & Co. | 2,516 | $84K | 0.0% | N/A | 0.024% | |
5/10/2023 | Clearwater Capital Advisors LLC | 436,677 | $14.53M | 1.8% | -5.1% | 4.096% | |
5/10/2023 | Ellis Investment Partners LLC | 33,231 | $1.11M | 0.3% | -4.2% | 0.312% | |
5/10/2023 | LPL Financial LLC | 165,708 | $5.52M | 0.0% | +3.0% | 1.554% | |