5/17/2024 | Aspect Partners LLC | 49,138 | $938K | 0.7% | -2.5% | 0.259% | |
5/17/2024 | Tidal Investments LLC | 34,729 | $663K | 0.0% | +5.8% | 0.183% | |
5/9/2024 | Orion Portfolio Solutions LLC | 44,142 | $842K | 0.0% | -1.9% | 0.232% | |
5/7/2024 | Oppenheimer & Co. Inc. | 16,633 | $317K | 0.0% | N/A | 0.088% | |
5/4/2024 | Geneos Wealth Management Inc. | 41,617 | $794K | 0.0% | -5.3% | 0.219% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 17,287 | $330K | 0.2% | -7.3% | 0.091% | |
|
4/25/2024 | Financial Architects LLC | 221,736 | $4.23M | 2.9% | +4.4% | 1.167% | |
4/25/2024 | Eudaimonia Partners LLC | 53,950 | $1.03M | 0.2% | +139.6% | 0.284% | |
4/25/2024 | Eudaimonia Advisors LLC | 29,295 | $559K | 0.3% | +90.5% | 0.154% | |
4/23/2024 | Strategic Blueprint LLC | 11,273 | $215K | 0.0% | N/A | 0.059% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 139,786 | $2.67M | 0.0% | +7.7% | 0.736% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 158,860 | $3.03M | 0.2% | +10.5% | 0.712% | |
4/16/2024 | Seed Wealth Management Inc. | 53,895 | $1.01M | 1.0% | -24.5% | 0.242% | |
4/15/2024 | Sound Income Strategies LLC | 1,982,213 | $37.82M | 2.8% | +1.6% | 8.889% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 159,303 | $3.04M | 1.7% | +1.0% | 0.714% | |
4/11/2024 | International Assets Investment Management LLC | 47,500 | $892K | 0.0% | +22.0% | 0.213% | |
4/10/2024 | LexAurum Advisors LLC | 49,515 | $945K | 0.2% | +10.1% | 0.222% | |
4/10/2024 | Banque Cantonale Vaudoise | 3,020 | $58K | 0.0% | +34.2% | 0.014% | |
3/29/2024 | Kapitalo Investimentos Ltda | 150,284 | $2.78M | 0.6% | N/A | 0.674% | |
2/29/2024 | Acima Private Wealth LLC | 356,189 | $6.59M | 2.6% | +2.7% | 1.597% | |
2/16/2024 | Aspect Partners LLC | 50,422 | $933K | 0.6% | N/A | 0.226% | |
2/15/2024 | Greytown Advisors Inc. | 12,821 | $237K | 0.1% | -29.6% | 0.057% | |
2/14/2024 | Waterloo Capital L.P. | 17,927 | $332K | 0.1% | N/A | 0.080% | |
2/12/2024 | Fortress Wealth Management Inc. | 180,433 | $3.34M | 1.8% | N/A | 0.809% | |
2/12/2024 | Hilltop Holdings Inc. | 57,317 | $1.06M | 0.1% | -4.3% | 0.257% | |
2/9/2024 | Orion Portfolio Solutions LLC | 44,992 | $834K | 0.0% | N/A | 0.202% | |
2/9/2024 | AXS Investments LLC | 25,000 | $463K | 0.1% | -34.2% | 0.112% | |
2/9/2024 | Assetmark Inc. | 608,749 | $11.27M | 0.0% | +13.0% | 2.730% | |
2/9/2024 | Wells Fargo & Company MN | 1,624,951 | $30.08M | 0.0% | -4.5% | 7.287% | |
2/8/2024 | Level Four Advisory Services LLC | 128,154 | $2.37M | 0.1% | N/A | 0.575% | |
2/8/2024 | Eudaimonia Partners LLC | 22,512 | $417K | 0.1% | +36.0% | 0.101% | |
2/1/2024 | Eudaimonia Advisors LLC | 15,379 | $285K | 0.2% | -9.8% | 0.069% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 18,652 | $345K | 0.2% | -15.0% | 0.084% | |
1/29/2024 | Financial Architects LLC | 212,336 | $3.93M | 3.1% | N/A | 0.952% | |
1/26/2024 | Geneos Wealth Management Inc. | 43,938 | $813K | 0.0% | -28.5% | 0.197% | |
1/25/2024 | International Assets Investment Management LLC | 38,920 | $720K | 0.0% | N/A | 0.175% | |
1/24/2024 | International Assets Investment Management LLC | 720,409 | $13.34M | 0.0% | N/A | 3.231% | |
1/24/2024 | Seed Wealth Management Inc. | 71,395 | $1.32M | 1.3% | +7.0% | 0.320% | |
1/17/2024 | Whitcomb & Hess Inc. | 56,080 | $1.04M | 0.4% | N/A | 0.251% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 129,805 | $2.40M | 0.0% | +3.7% | 0.582% | |
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1/12/2024 | Verde Capital Management | 42,264 | $782K | 0.3% | -20.6% | 0.190% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 33,813 | $626K | 0.1% | N/A | 0.152% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 157,771 | $2.93M | 1.8% | +5.7% | 0.707% | |
1/11/2024 | LexAurum Advisors LLC | 44,968 | $832K | 0.2% | +16.3% | 0.202% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 38,875 | $720K | 0.1% | +66.8% | 0.174% | |
1/10/2024 | Sound Income Strategies LLC | 1,950,451 | $36.10M | 3.0% | +0.7% | 8.746% | |
12/6/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
11/16/2023 | Harbour Investments Inc. | 15,202 | $271K | 0.0% | -6.2% | 0.068% | |
11/14/2023 | Verde Capital Management | 53,249 | $949K | 0.4% | +2.2% | 0.239% | |
11/14/2023 | Cape Cod Five Cents Savings Bank | 395,528 | $7.05M | 0.4% | +97.5% | 1.774% | |
11/13/2023 | Cambria Investment Management L.P. | 109,668 | $1.94M | 0.2% | -86.6% | 0.492% | |
11/9/2023 | Citigroup Inc. | 57,039 | $1.02M | 0.0% | N/A | 0.256% | |
11/7/2023 | Fermata Advisors LLC | 12,395 | $221K | 0.1% | N/A | 0.056% | |
11/7/2023 | Kellett Wealth Advisors LLC | 261,574 | $4.66M | 4.0% | -7.9% | 1.173% | |
10/31/2023 | Endowment Wealth Management Inc. | 10,998 | $196K | 0.2% | -7.0% | 0.049% | |
10/30/2023 | Joseph P. Lucia & Associates LLC | 21,940 | $391K | 0.2% | -4.2% | 0.098% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 129,142 | $2.30M | 0.1% | +1.2% | 0.579% | |
10/27/2023 | Assetmark Inc. | 538,805 | $9.60M | 0.0% | -3.2% | 2.416% | |
10/26/2023 | Park Avenue Securities LLC | 10,024 | $179K | 0.0% | -28.0% | 0.045% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 3,201 | $57K | 0.0% | -68.5% | 0.014% | |
10/24/2023 | Eudaimonia Partners LLC | 16,554 | $295K | 0.1% | +13.5% | 0.074% | |
10/24/2023 | Eudaimonia Advisors LLC | 17,053 | $304K | 0.2% | +7.6% | 0.076% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 125,167 | $2.23M | 0.0% | +12.5% | 0.561% | |
10/19/2023 | Etesian Wealth Advisors Inc. | 149,237 | $2.66M | 1.8% | +5.4% | 0.669% | |
10/16/2023 | LexAurum Advisors LLC | 38,659 | $689K | 0.2% | +21.9% | 0.173% | |
10/16/2023 | Seed Wealth Management Inc. | 66,695 | $1.19M | 1.3% | -2.4% | 0.299% | |
10/12/2023 | IFP Advisors Inc | 7,900 | $141K | 0.0% | -20.6% | 0.035% | |
10/12/2023 | Paradigm Financial Partners LLC | 51,033 | $896K | 0.2% | -40.9% | 0.229% | |
10/12/2023 | Sound Income Strategies LLC | 1,937,083 | $34.52M | 3.1% | +0.8% | 8.686% | |
10/11/2023 | AE Wealth Management LLC | 10,999 | $196K | 0.0% | -63.0% | 0.049% | |
10/11/2023 | Koss Olinger Consulting LLC | 2,024,983 | $36.09M | 5.3% | +5.2% | 9.081% | |
8/11/2023 | Guggenheim Capital LLC | 46,006 | $842K | 0.0% | +10.4% | 0.206% | |
8/10/2023 | Wavelength Capital Management LLC | 318,391 | $5.83M | 6.3% | +0.4% | 1.428% | |
8/10/2023 | AXS Investments LLC | 67,000 | $1.23M | 0.3% | N/A | 0.300% | |
8/10/2023 | Cambria Investment Management L.P. | 817,416 | $14.96M | 1.2% | -3.1% | 3.666% | |
8/10/2023 | Cetera Investment Advisers | 13,611 | $249K | 0.0% | -18.7% | 0.061% | |
8/9/2023 | Flow Traders U.S. LLC | 78,893 | $1.44M | 0.1% | +115.8% | 0.354% | |
8/8/2023 | Geneos Wealth Management Inc. | 61,341 | $1.12M | 0.1% | +28.8% | 0.275% | |
8/8/2023 | Kellett Wealth Advisors LLC | 283,899 | $5.20M | 4.7% | -2.3% | 1.273% | |
8/4/2023 | Apollon Wealth Management LLC | 23,054 | $422K | 0.0% | -7.9% | 0.103% | |
8/3/2023 | Van ECK Associates Corp | 2,139 | $39K | 0.0% | +50.0% | 0.010% | |
7/31/2023 | LPL Financial LLC | 110,249 | $2.02M | 0.0% | +18.1% | 0.494% | |
7/31/2023 | Koss Olinger Consulting LLC | 1,924,035 | $35.21M | 4.1% | +4.0% | 8.628% | |
7/27/2023 | Seed Wealth Management Inc. | 68,310 | $1.25M | 1.3% | -12.0% | 0.306% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 111,229 | $2.04M | 0.0% | -10.7% | 0.499% | |
7/24/2023 | MRP Capital Investments LLC | 27,051 | $495K | 0.5% | +5.1% | 0.121% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 1,585 | $29K | 0.0% | -50.0% | 0.007% | |
7/20/2023 | International Assets Investment Management LLC | 127,172 | $2.84M | 0.4% | N/A | 0.570% | |
7/19/2023 | Eudaimonia Partners LLC | 14,587 | $267K | 0.1% | -16.9% | 0.065% | |
7/14/2023 | Park Avenue Securities LLC | 13,918 | $255K | 0.0% | -6.1% | 0.062% | |
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7/13/2023 | Verde Capital Management | 52,087 | $953K | 0.4% | +1.2% | 0.234% | |
7/13/2023 | Systelligence LLC | 449,342 | $8.22M | 2.6% | +70.1% | 2.015% | |
7/13/2023 | Paradigm Financial Partners LLC | 86,415 | $1.58M | 0.4% | -29.6% | 0.388% | |
7/13/2023 | Redhawk Wealth Advisors Inc. | 10,773 | $197K | 0.1% | N/A | 0.048% | |
7/13/2023 | Mid American Wealth Advisory Group Inc. | 21,840 | $397K | 0.3% | N/A | 0.098% | |
7/12/2023 | Beacon Capital Management LLC | 1,377 | $25K | 0.0% | +117.5% | 0.006% | |
7/10/2023 | AE Wealth Management LLC | 29,758 | $545K | 0.0% | +18.0% | 0.133% | |
7/10/2023 | Sound Income Strategies LLC | 1,922,519 | $35.18M | 3.6% | +1.4% | 8.621% | |
5/16/2023 | Ascendant Capital Management LLC | 95,500 | $1.76M | 2.3% | N/A | 0.410% | |
5/12/2023 | Koss Olinger Consulting LLC | 1,850,192 | $34.08M | 4.2% | +6.0% | 7.941% | |