5/1/2024 | Janney Montgomery Scott LLC | 203,115 | $8.31M | 0.0% | +31.8% | 0.149% | |
5/1/2024 | BNP Paribas Financial Markets | 1,411 | $58K | 0.0% | N/A | 0.001% | |
4/30/2024 | Arkadios Wealth Advisors | 119,965 | $4.91M | 0.4% | -2.9% | 0.088% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,800 | $74K | 0.0% | N/A | 0.001% | |
4/17/2024 | Vicus Capital | 212,013 | $8.68M | 0.8% | -3.0% | 0.177% | |
4/16/2024 | Financial Management Professionals Inc. | 81,694 | $3.34M | 0.5% | -10.5% | 0.068% | |
|
4/10/2024 | American National Bank | 2,270 | $93K | 0.0% | +278.3% | 0.002% | |
4/10/2024 | Bank of New Hampshire | 6,233 | $255K | 0.1% | -8.8% | 0.005% | |
4/1/2024 | Burkett Financial Services LLC | 469,727 | $19.23M | 9.9% | -1.9% | 0.392% | |
2/21/2024 | Garde Capital Inc. | 8,700 | $322K | 0.0% | N/A | 0.007% | |
2/14/2024 | Icon Wealth Advisors LLC | 16,452 | $608K | 0.1% | N/A | 0.014% | |
2/14/2024 | Vermillion & White Wealth Management Group LLC | 708 | $26K | 0.0% | N/A | 0.001% | |
2/12/2024 | Partners Capital Investment Group LLP | 144,063 | $5.33M | 0.1% | -26.6% | 0.120% | |
2/12/2024 | Tradition Wealth Management LLC | 475,895 | $17.60M | 1.9% | +6.8% | 0.397% | |
2/12/2024 | Burkett Financial Services LLC | 479,066 | $17.72M | 9.9% | N/A | 0.399% | |
2/9/2024 | Certified Advisory Corp | 38,682 | $1.43M | 0.2% | +74.3% | 0.032% | |
2/8/2024 | Janney Montgomery Scott LLC | 154,139 | $5.70M | 0.0% | +1.5% | 0.129% | |
2/7/2024 | Ethos Financial Group LLC | 200,565 | $7.42M | 1.6% | +2.0% | 0.167% | |
2/1/2024 | NewSquare Capital LLC | 106,050 | $3.78M | 0.4% | +11.6% | 0.088% | |
2/1/2024 | Vicus Capital | 218,659 | $8.09M | 0.8% | -2.5% | 0.182% | |
1/24/2024 | Arkadios Wealth Advisors | 123,530 | $4.57M | 0.4% | -2.6% | 0.103% | |
1/24/2024 | Private Trust Co. NA | 6,282 | $232K | 0.0% | -40.7% | 0.005% | |
1/17/2024 | Kozak & Associates Inc. | 866 | $32K | 0.0% | N/A | 0.001% | |
1/12/2024 | Financial Management Professionals Inc. | 91,258 | $3.38M | 0.5% | N/A | 0.076% | |
1/12/2024 | LVM Capital Management Ltd. MI | 9,242 | $342K | 0.0% | N/A | 0.008% | |
11/15/2023 | Ameriprise Financial Inc. | 5,661,454 | $197.60M | 0.1% | +48.1% | 4.720% | |
11/13/2023 | Certified Advisory Corp | 22,198 | $775K | 0.1% | +68.9% | 0.019% | |
11/8/2023 | Janney Montgomery Scott LLC | 151,828 | $5.30M | 0.0% | +2.0% | 0.127% | |
11/3/2023 | NewSquare Capital LLC | 94,986 | $3.19M | 0.3% | +12.8% | 0.079% | |
10/24/2023 | Bank of New York Mellon Corp | 5,818 | $203K | 0.0% | -8.4% | 0.005% | |
10/23/2023 | Vicus Capital | 224,340 | $7.83M | 0.8% | +1.6% | 0.187% | |
10/18/2023 | Private Trust Co. NA | 10,598 | $370K | 0.0% | -3.2% | 0.009% | |
10/13/2023 | S.A. Mason LLC | 7,375 | $257K | 0.2% | +4.1% | 0.006% | |
10/13/2023 | Arkadios Wealth Advisors | 126,834 | $4.43M | 0.4% | +0.8% | 0.106% | |
10/10/2023 | Bank of New Hampshire | 6,833 | $238K | 0.1% | -4.2% | 0.006% | |
8/17/2023 | Vicus Capital | 220,863 | $7.81M | 0.8% | -1.7% | 0.184% | |
8/14/2023 | United Capital Financial Advisers LLC | 6,406,633 | $226.60M | 1.2% | -1.6% | 5.341% | |
8/14/2023 | Certified Advisory Corp | 13,141 | $465K | 0.1% | N/A | 0.011% | |
8/14/2023 | Partners Capital Investment Group LLP | 187,662 | $6.64M | 0.1% | +167.2% | 0.156% | |
8/11/2023 | Baird Financial Group Inc. | 250,072 | $8.85M | 0.0% | +21.1% | 0.208% | |
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8/10/2023 | Bessemer Group Inc. | 39,087 | $1.38M | 0.0% | +365.0% | 0.033% | |
8/3/2023 | NewSquare Capital LLC | 84,171 | $2.98M | 0.3% | +8.5% | 0.075% | |
7/28/2023 | Private Trust Co. NA | 10,945 | $387K | 0.0% | +3,648.3% | 0.010% | |
7/26/2023 | Janney Montgomery Scott LLC | 148,910 | $5.27M | 0.0% | +57.3% | 0.133% | |
7/10/2023 | Financial Management Professionals Inc. | 77,495 | $2.74M | 0.5% | -2.5% | 0.069% | |
5/22/2023 | Ameriprise Financial Inc. | 3,308,847 | $116.47M | 0.0% | +7.4% | 2.956% | |
5/15/2023 | Flow Traders U.S. LLC | 57,772 | $2.03M | 0.1% | N/A | 0.051% | |
5/12/2023 | Tradition Wealth Management LLC | 370,444 | $13.04M | 1.6% | +3.4% | 0.329% | |
5/11/2023 | Icon Wealth Partners LLC | 16,452 | $579K | 0.1% | N/A | 0.015% | |
5/11/2023 | One Capital Management LLC | 375,454 | $13.22M | 0.6% | +39.1% | 0.333% | |
5/10/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 4,347 | $153K | 0.0% | +244.2% | 0.004% | |
5/10/2023 | S.A. Mason LLC | 7,085 | $249K | 0.2% | -5.3% | 0.006% | |
5/9/2023 | US Bancorp DE | 195,574 | $6.88M | 0.0% | -6.4% | 0.173% | |
5/5/2023 | Retirement Income Solutions Inc | 17,033 | $600K | 0.2% | -6.1% | 0.015% | |
5/2/2023 | Vicus Capital | 224,734 | $7.91M | 0.9% | -0.7% | 0.199% | |
5/2/2023 | Arkadios Wealth Advisors | 119,351 | $4.20M | 0.5% | -0.7% | 0.106% | |
5/1/2023 | NewSquare Capital LLC | 77,554 | $2.73M | 0.3% | +5.5% | 0.069% | |
4/28/2023 | Janney Montgomery Scott LLC | 94,664 | $3.33M | 0.0% | +20.5% | 0.084% | |
4/27/2023 | North Star Investment Management Corp. | 1,165 | $41K | 0.0% | N/A | 0.001% | |
4/20/2023 | Ethos Financial Group LLC | 195,593 | $6.89M | 2.1% | +2.2% | 0.173% | |
4/18/2023 | Vigilare Wealth Management | 5,910 | $208K | 0.1% | N/A | 0.005% | |
4/4/2023 | Bank of New Hampshire | 7,133 | $251K | 0.1% | -4.5% | 0.006% | |
2/16/2023 | United Capital Financial Advisers LLC | 6,518,965 | $210.11M | 1.2% | -4.0% | 5.782% | |
2/16/2023 | One Capital Management LLC | 269,851 | $8.70M | 0.5% | -40.3% | 0.239% | |
2/13/2023 | Baird Financial Group Inc. | 311,998 | $10.06M | 0.0% | -22.2% | 0.277% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 471,302 | $15.19M | 0.7% | +4.3% | 0.418% | |
2/9/2023 | Ethos Financial Group LLC | 191,455 | $6.17M | 2.1% | N/A | 0.170% | |
2/7/2023 | NewSquare Capital LLC | 73,503 | $2.37M | 0.3% | +5.5% | 0.065% | |
2/3/2023 | Tradition Wealth Management LLC | 358,292 | $11.55M | 1.6% | +10.5% | 0.318% | |
2/3/2023 | Ellevest Inc. | 3,161 | $102K | 0.0% | N/A | 0.003% | |
2/1/2023 | Janney Montgomery Scott LLC | 78,538 | $2.53M | 0.0% | -1.4% | 0.070% | |
1/20/2023 | Miracle Mile Advisors LLC | 127,011 | $4.09M | 0.1% | +11.2% | 0.113% | |
1/11/2023 | Financial Management Professionals Inc. | 79,477 | $2.56M | 0.5% | -25.8% | 0.070% | |
1/11/2023 | Arkadios Wealth Advisors | 120,220 | $3.88M | 0.5% | +11.9% | 0.106% | |
1/10/2023 | Bank of New Hampshire | 7,468 | $241K | 0.1% | -3.9% | 0.007% | |
11/15/2022 | Flow Traders U.S. LLC | 248,740 | $8.33M | 0.4% | N/A | 0.217% | |
11/14/2022 | United Capital Financial Advisers LLC | 6,792,602 | $227.42M | 1.3% | -3.8% | 5.930% | |
11/14/2022 | One Capital Management LLC | 452,231 | $15.14M | 0.9% | N/A | 0.395% | |
11/14/2022 | Bellwether Advisors LLC | 18,831 | $630K | 0.2% | -10.1% | 0.016% | |
11/14/2022 | OLD Mission Capital LLC | 54,976 | $1.84M | 0.1% | N/A | 0.048% | |
11/10/2022 | Strategic Advisors LLC | 96,270 | $3.22M | 0.7% | -0.7% | 0.084% | |
11/9/2022 | SVB Wealth LLC | 8,537 | $286K | 0.0% | +14.0% | 0.007% | |
11/8/2022 | Vicus Capital | 192,287 | $6.44M | 0.8% | +4.0% | 0.168% | |
11/7/2022 | Evoke Wealth LLC | 5,817 | $195K | 0.0% | N/A | 0.005% | |
11/7/2022 | Cozad Asset Management Inc. | 12,447 | $417K | 0.1% | -4.8% | 0.011% | |
11/4/2022 | BOK Financial Private Wealth Inc. | 1,384,438 | $44.77M | 6.2% | +1,732.5% | 1.209% | |
10/27/2022 | US Bancorp DE | 217,215 | $7.27M | 0.0% | -2.8% | 0.190% | |
10/27/2022 | Financial Management Professionals Inc. | 107,151 | $3.59M | 0.8% | N/A | 0.094% | |
10/25/2022 | Janney Montgomery Scott LLC | 79,692 | $2.67M | 0.0% | +11.4% | 0.070% | |
10/25/2022 | NewSquare Capital LLC | 69,698 | $2.33M | 0.3% | +0.6% | 0.061% | |
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10/24/2022 | Miracle Mile Advisors LLC | 114,198 | $3.82M | 0.2% | +4.5% | 0.100% | |
10/19/2022 | Empirical Asset Management LLC | 20,140 | $674K | 0.7% | +25.1% | 0.018% | |
10/4/2022 | AdvisorNet Financial Inc | 1,180 | $40K | 0.0% | -77.0% | 0.001% | |
8/16/2022 | Colony Group LLC | 561,036 | $19.53M | 0.3% | +3.1% | 0.493% | |
8/12/2022 | Almanack Investment Partners LLC. | 606,084 | $21.39M | 2.1% | N/A | 0.533% | |
8/12/2022 | United Capital Financial Advisers LLC | 7,060,477 | $245.78M | 1.3% | -3.1% | 6.207% | |
8/11/2022 | CoreCap Advisors LLC | 1,547 | $54K | 0.0% | N/A | 0.001% | |
8/10/2022 | MGO One Seven LLC | 6,078 | $212K | 0.0% | -58.9% | 0.005% | |
8/10/2022 | Vicus Capital | 184,872 | $6.44M | 0.7% | N/A | 0.163% | |
8/8/2022 | Baird Financial Group Inc. | 381,010 | $13.26M | 0.0% | +10.1% | 0.335% | |