5/17/2024 | Citizens Financial Group Inc. RI | 3,874 | $419K | 0.0% | +6.9% | 0.067% | |
5/17/2024 | New Covenant Trust Company N.A. | 533 | $58K | 0.1% | N/A | 0.009% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 139,344 | $15.06M | 1.4% | +14.1% | 2.402% | |
5/17/2024 | Comerica Bank | 2,127 | $230K | 0.0% | +17.5% | 0.037% | |
5/16/2024 | Jane Street Group LLC | 43,456 | $4.70M | 0.0% | +11.5% | 0.749% | |
5/15/2024 | Ascent Group LLC | 4,126 | $446K | 0.0% | -14.0% | 0.071% | |
|
5/10/2024 | TIAA Trust National Association | 2,387 | $258K | 0.0% | -16.3% | 0.041% | |
5/8/2024 | Avantax Advisory Services Inc. | 136,641 | $14.76M | 0.1% | +7.1% | 2.356% | |
5/8/2024 | US Bancorp DE | 60,838 | $6.57M | 0.0% | +16.2% | 1.049% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 3,474 | $375K | 0.0% | -2.7% | 0.060% | |
5/4/2024 | WBI Investments LLC | 44,309 | $4.79M | 1.0% | N/A | 0.764% | |
5/4/2024 | Csenge Advisory Group | 10,026 | $1.08M | 0.1% | +2.9% | 0.173% | |
5/2/2024 | Hanlon Investment Management Inc. | 2,408 | $260K | 0.1% | -19.1% | 0.042% | |
4/30/2024 | Private Advisor Group LLC | 19,570 | $2.12M | 0.0% | -2.3% | 0.337% | |
4/30/2024 | J.W. Cole Advisors Inc. | 4,475 | $484K | 0.0% | -7.6% | 0.077% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 8,405 | $908K | 0.3% | +11.0% | 0.145% | |
4/26/2024 | Checchi Capital Advisers LLC | 3,661 | $396K | 0.0% | +8.5% | 0.063% | |
4/25/2024 | TRUE Private Wealth Advisors | 329,582 | $35.61M | 4.1% | -3.0% | 5.682% | |
4/23/2024 | Global Retirement Partners LLC | 753 | $81K | 0.0% | -16.6% | 0.013% | |
4/23/2024 | Mason & Associates Inc | 78,518 | $8.48M | 2.3% | N/A | 1.354% | |
4/23/2024 | United Asset Strategies Inc. | 10,860 | $1.17M | 0.1% | +3.8% | 0.187% | |
4/22/2024 | Raymond James & Associates | 148,023 | $15.99M | 0.0% | -1.1% | 2.552% | |
4/19/2024 | Arvest Investments Inc. | 99,795 | $10.78M | 1.7% | +3.4% | 1.721% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 26,091 | $2.82M | 1.0% | -2.4% | 0.454% | |
4/18/2024 | Narus Financial Partners LLC | 4,365 | $472K | 0.2% | -11.5% | 0.076% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 28,177 | $3.05M | 0.2% | +5.3% | 0.490% | |
4/15/2024 | Signet Financial Management LLC | 80,285 | $8.68M | 1.2% | -1.8% | 1.396% | |
4/12/2024 | Ignite Planners LLC | 6,841 | $733K | 0.2% | +32.9% | 0.119% | |
4/11/2024 | International Assets Investment Management LLC | 1,909 | $205K | 0.0% | -53.3% | 0.032% | |
4/10/2024 | CVA Family Office LLC | 28,722 | $3.10M | 0.6% | -1.4% | 0.479% | |
3/22/2024 | PNC Financial Services Group Inc. | 49,303 | $5.35M | 0.0% | -10.6% | 0.764% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 5,410 | $587K | 0.0% | N/A | 0.084% | |
2/12/2024 | Focus Financial Network Inc. ADV | 15,000 | $1.63M | 0.1% | N/A | 0.244% | |
2/12/2024 | Stifel Financial Corp | 321,773 | $34.89M | 0.0% | -1.1% | 5.232% | |
2/12/2024 | Hilltop Holdings Inc. | 5,035 | $546K | 0.1% | -2.9% | 0.082% | |
2/9/2024 | Eagle Global Advisors LLC | 5,715 | $620K | 0.0% | -2.0% | 0.093% | |
2/9/2024 | Hanlon Investment Management Inc. | 2,978 | $323K | 0.1% | -32.8% | 0.048% | |
2/9/2024 | Assetmark Inc. | 462,434 | $50.14M | 0.2% | -5.7% | 7.519% | |
2/9/2024 | Wells Fargo & Company MN | 109,053 | $11.83M | 0.0% | +7.7% | 1.773% | |
2/9/2024 | PNC Financial Services Group Inc. | 49,303 | $5.35M | 0.0% | -10.6% | 0.802% | |
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2/8/2024 | Shared Vision Wealth Group LLC | 2,325 | $252K | 0.2% | N/A | 0.038% | |
2/7/2024 | Avantax Advisory Services Inc. | 127,635 | $13.84M | 0.1% | +17.4% | 2.075% | |
2/7/2024 | Checchi Capital Advisers LLC | 3,375 | $366K | 0.0% | +62.0% | 0.055% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 3,571 | $387K | 0.0% | -7.6% | 0.058% | |
2/7/2024 | Dana Investment Advisors Inc. | 4,554 | $494K | 0.0% | +8.7% | 0.074% | |
2/7/2024 | Great Diamond Partners LLC | 77,428 | $8.40M | 2.1% | +2.5% | 1.259% | |
2/7/2024 | Principal Securities Inc. | 571 | $62K | 0.0% | N/A | 0.009% | |
2/6/2024 | Private Advisor Group LLC | 20,026 | $2.17M | 0.0% | -90.9% | 0.326% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 26,725 | $2.90M | 1.1% | -2.8% | 0.435% | |
2/6/2024 | Merit Financial Group LLC | 4,548 | $493K | 0.0% | N/A | 0.074% | |
2/6/2024 | Aveo Capital Partners LLC | 36,925 | $4.00M | 0.5% | -5.9% | 0.600% | |
2/5/2024 | Andina Capital Management LLC | 34,295 | $3.72M | 3.2% | N/A | 0.558% | |
2/2/2024 | Citizens Financial Group Inc. RI | 3,624 | $393K | 0.0% | -2.7% | 0.059% | |
2/2/2024 | Bryn Mawr Capital Management LLC | 1,891 | $205K | 0.0% | -7.9% | 0.031% | |
2/2/2024 | Atria Wealth Solutions Inc. | 4,570 | $496K | 0.0% | -11.9% | 0.074% | |
2/1/2024 | Sigma Planning Corp | 4,877 | $529K | 0.0% | -51.5% | 0.079% | |
2/1/2024 | CWM LLC | 284 | $31K | 0.0% | -36.3% | 0.005% | |
1/31/2024 | J.W. Cole Advisors Inc. | 4,842 | $525K | 0.0% | -3.9% | 0.079% | |
1/30/2024 | TRUE Private Wealth Advisors | 339,760 | $36.84M | 4.7% | N/A | 5.525% | |
1/30/2024 | Avior Wealth Management LLC | 8,967 | $972K | 0.1% | -31.8% | 0.146% | |
1/30/2024 | Signet Financial Management LLC | 81,724 | $8.86M | 1.3% | -7.1% | 1.329% | |
1/30/2024 | United Asset Strategies Inc. | 10,459 | $1.13M | 0.1% | +73.4% | 0.170% | |
1/30/2024 | Donaldson Capital Management LLC | 2,640 | $286K | 0.0% | +5.4% | 0.043% | |
1/26/2024 | Cerity Partners LLC | 10,262 | $1.11M | 0.0% | -10.5% | 0.167% | |
1/26/2024 | Executive Wealth Management LLC | 71,620 | $7.77M | 0.7% | -2.6% | 1.165% | |
1/25/2024 | Narus Financial Partners LLC | 4,931 | $535K | 0.3% | -6.5% | 0.080% | |
1/25/2024 | International Assets Investment Management LLC | 4,084 | $443K | 0.0% | -24.3% | 0.066% | |
1/25/2024 | RKL Wealth Management LLC | 93,017 | $10.09M | 1.1% | -5.1% | 1.512% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 20,650 | $2.24M | 0.0% | +58.8% | 0.336% | |
1/24/2024 | Stratos Wealth Partners LTD. | 3,219 | $349K | 0.0% | -5.5% | 0.052% | |
1/24/2024 | Park Place Capital Corp | 9,260 | $1.00M | 0.4% | -34.3% | 0.151% | |
1/24/2024 | International Assets Investment Management LLC | 442,844 | $48.02M | 0.0% | +8,113.0% | 7.201% | |
1/24/2024 | Arvest Investments Inc. | 96,516 | $10.47M | 1.7% | N/A | 1.569% | |
1/24/2024 | Asset Management One Co. Ltd. | 122,738 | $13.31M | 0.1% | -10.3% | 1.996% | |
1/23/2024 | TIAA Trust National Association | 2,852 | $309K | 0.0% | N/A | 0.046% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 7,572 | $821K | 0.3% | -5.4% | 0.123% | |
1/19/2024 | Sharper & Granite LLC | 11,020 | $1.20M | 0.6% | +33.8% | 0.179% | |
1/18/2024 | Global Retirement Partners LLC | 903 | $98K | 0.0% | +36.8% | 0.015% | |
1/17/2024 | Acorn Financial Advisory Services Inc. ADV | 2,480 | $269K | 0.0% | -6.9% | 0.040% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,499 | $2.55M | 0.0% | -15.5% | 0.376% | |
1/16/2024 | CVA Family Office LLC | 29,128 | $3.16M | 0.6% | +1.8% | 0.466% | |
1/16/2024 | Raymond James & Associates | 149,722 | $16.24M | 0.0% | -0.4% | 2.396% | |
1/16/2024 | Wealthsource Partners LLC | 10,945 | $1.19M | 0.1% | N/A | 0.175% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 3,560 | $384K | 0.0% | +26.7% | 0.057% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,790 | $302K | 0.0% | +37.6% | 0.045% | |
1/9/2024 | Capstone Triton Financial Group LLC | 22,404 | $2.43M | 1.8% | -18.4% | 0.358% | |
1/9/2024 | Ignite Planners LLC | 5,148 | $557K | 0.2% | N/A | 0.082% | |
1/5/2024 | Montecito Bank & Trust | 2,378 | $258K | 0.1% | -44.4% | 0.038% | |
11/15/2023 | Baker Avenue Asset Management LP | 382 | $40K | 0.0% | N/A | 0.006% | |
11/14/2023 | Rehmann Capital Advisory Group | 4,654 | $492K | 0.0% | -11.3% | 0.077% | |
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11/14/2023 | Sharper & Granite LLC | 8,235 | $871K | 0.5% | +1.9% | 0.136% | |
11/13/2023 | Jaffetilchin Investment Partners LLC | 139,728 | $14.78M | 1.6% | +1.1% | 2.310% | |
11/13/2023 | Eagle Asset Management Inc. | 2,112 | $223K | 0.0% | -59.8% | 0.035% | |
11/13/2023 | Stifel Financial Corp | 325,332 | $34.42M | 0.0% | +2.1% | 5.377% | |
11/13/2023 | Citizens Financial Group Inc. RI | 3,725 | $394K | 0.0% | N/A | 0.062% | |
11/13/2023 | Envestnet Asset Management Inc. | 56,265 | $5.95M | 0.0% | -15.8% | 0.930% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 3,865 | $409K | 0.0% | N/A | 0.064% | |
11/13/2023 | Kestra Advisory Services LLC | 9,005 | $953K | 0.0% | -16.8% | 0.149% | |
11/13/2023 | PNC Financial Services Group Inc. | 55,136 | $5.83M | 0.0% | -13.6% | 0.911% | |
11/9/2023 | Beaumont Capital Management LLC | 39,802 | $4.21M | 3.0% | +65.5% | 0.663% | |