4/27/2024 | White Pine Investment CO | 16,186 | $1.44M | 0.4% | +3.4% | 0.117% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 25,458 | $2.27M | 0.2% | +7.5% | 0.184% | |
4/26/2024 | Carr Financial Group Corp | 142,795 | $12.74M | 4.2% | +0.4% | 1.031% | |
4/25/2024 | Presidio Capital Management LLC | 12,476 | $1.11M | 0.8% | -95.1% | 0.090% | |
4/24/2024 | SOL Capital Management CO | 31,147 | $2.78M | 0.3% | N/A | 0.225% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 58,422 | $5.21M | 0.4% | +4.9% | 0.422% | |
|
4/23/2024 | Warner Financial Inc. | 15,642 | $1.40M | 0.7% | +18.5% | 0.113% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 50,719 | $4.52M | 0.0% | +58.9% | 0.366% | |
4/22/2024 | Raymond James & Associates | 71,513 | $6.38M | 0.0% | -12.2% | 0.516% | |
4/18/2024 | SeaCrest Wealth Management LLC | 7,532 | $672K | 0.1% | -7.4% | 0.054% | |
4/18/2024 | Oxinas Partners Wealth Management LLC | 53,865 | $4.81M | 3.1% | -4.4% | 0.385% | |
4/18/2024 | CAP Partners LLC | 51,907 | $4.63M | 4.1% | -2.1% | 0.371% | |
4/18/2024 | SteelPeak Wealth LLC | 5,368 | $479K | 0.0% | -96.0% | 0.038% | |
4/17/2024 | Fiduciary Alliance LLC | 17,020 | $1.52M | 0.3% | N/A | 0.122% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 8,049 | $683K | 0.3% | +25.5% | 0.057% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 11,500 | $1.03M | 0.0% | +3.7% | 0.082% | |
4/15/2024 | Cascade Wealth Advisors Inc | 20,608 | $1.78M | 1.5% | N/A | 0.147% | |
4/15/2024 | Flagstar Advisors Inc. | 12,511 | $1.12M | 0.3% | +27.0% | 0.089% | |
4/12/2024 | Kaydan Wealth Management Inc. | 2,309 | $206K | 0.1% | N/A | 0.016% | |
4/11/2024 | International Assets Investment Management LLC | 2,784 | $248K | 0.0% | N/A | 0.020% | |
4/11/2024 | DHJJ Financial Advisors Ltd. | 2,751 | $245K | 0.1% | +17.4% | 0.020% | |
4/11/2024 | Private Capital Management LLC | 3,561 | $301K | 0.1% | +8.5% | 0.025% | |
4/10/2024 | Banque Cantonale Vaudoise | 952 | $85K | 0.0% | N/A | 0.007% | |
4/10/2024 | Fulton Bank N.A. | 8,380 | $747K | 0.0% | N/A | 0.060% | |
4/5/2024 | Capital Market Strategies LLC | 9,372 | $836K | 0.6% | -7.7% | 0.067% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 49,900 | $4.22M | 0.1% | +699.9% | 0.381% | |
3/6/2024 | SageView Advisory Group LLC | 3,550 | $307K | 0.0% | N/A | 0.027% | |
3/1/2024 | Goldman Sachs Group Inc. | 625,323 | $52.93M | 0.0% | -51.9% | 4.773% | |
2/15/2024 | Comerica Bank | 12,552 | $1.06M | 0.0% | -8.2% | 0.096% | |
2/14/2024 | Regal Investment Advisors LLC | 8,987 | $761K | 0.1% | +21.3% | 0.069% | |
2/14/2024 | Waddell & Associates LLC | 354,873 | $30.04M | 4.0% | +1,734.4% | 2.709% | |
2/13/2024 | Ratio Wealth Group | 130,191 | $11.02M | 2.4% | +13.6% | 0.994% | |
2/12/2024 | Tradition Wealth Management LLC | 5,863 | $496K | 0.1% | +40.9% | 0.045% | |
2/12/2024 | Avestar Capital LLC | 55,348 | $4.69M | 0.5% | N/A | 0.423% | |
2/12/2024 | TD Capital Management LLC | 337 | $29K | 0.0% | N/A | 0.003% | |
2/12/2024 | Focus Financial Network Inc. ADV | 6,900 | $584K | 0.0% | N/A | 0.053% | |
2/12/2024 | CAP Partners LLC | 53,009 | $4.49M | 4.4% | N/A | 0.405% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 55,713 | $4.72M | 0.4% | +21.8% | 0.425% | |
2/9/2024 | Avantax Planning Partners Inc. | 2,373 | $201K | 0.0% | N/A | 0.018% | |
2/9/2024 | SageView Advisory Group LLC | 3,550 | $307K | 0.0% | N/A | 0.027% | |
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2/9/2024 | D.A. Davidson & CO. | 5,478 | $464K | 0.0% | N/A | 0.042% | |
2/9/2024 | UBS Group AG | 180,408 | $15.27M | 0.0% | +14.6% | 1.377% | |
2/8/2024 | First Heartland Consultants Inc. | 5,881 | $498K | 0.1% | -6.4% | 0.045% | |
2/8/2024 | Beacon Pointe Advisors LLC | 14,410 | $1.22M | 0.0% | -6.7% | 0.110% | |
2/8/2024 | Janney Montgomery Scott LLC | 18,928 | $1.60M | 0.0% | -1.2% | 0.144% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,490 | $888K | 0.0% | -1.3% | 0.080% | |
2/7/2024 | Wambolt & Associates LLC | 31,897 | $2.70M | 0.5% | -8.6% | 0.243% | |
2/7/2024 | McKinley Carter Wealth Services Inc. | 23,689 | $2.01M | 0.1% | -10.9% | 0.181% | |
2/7/2024 | Dana Investment Advisors Inc. | 9,756 | $826K | 0.0% | N/A | 0.074% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 6,413 | $553K | 0.2% | N/A | 0.049% | |
2/6/2024 | Lincoln National Corp | 3,340 | $283K | 0.0% | -5.3% | 0.025% | |
2/6/2024 | Private Advisor Group LLC | 12,408 | $1.05M | 0.0% | +11.5% | 0.095% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 11,085 | $938K | 0.0% | +19.3% | 0.085% | |
2/6/2024 | National Bank of Canada FI | 1,542 | $129K | 0.0% | N/A | 0.012% | |
2/6/2024 | Axxcess Wealth Management LLC | 252,160 | $21.34M | 0.6% | -1.8% | 1.925% | |
2/2/2024 | Truist Financial Corp | 18,613 | $1.58M | 0.0% | +54.1% | 0.142% | |
2/2/2024 | Atria Wealth Solutions Inc. | 3,226 | $273K | 0.0% | -6.8% | 0.025% | |
2/1/2024 | Sigma Planning Corp | 7,789 | $659K | 0.1% | +129.1% | 0.060% | |
2/1/2024 | CWM LLC | 1,125 | $95K | 0.0% | +47.1% | 0.009% | |
1/31/2024 | J.W. Cole Advisors Inc. | 3,826 | $324K | 0.0% | -11.9% | 0.029% | |
1/30/2024 | Rothschild & Co Wealth Management UK Ltd | 160,328 | $13.57M | 0.2% | -2.7% | 1.229% | |
1/30/2024 | Keel Point LLC | 5,371 | $455K | 0.1% | -17.9% | 0.041% | |
1/30/2024 | Bison Wealth LLC | 21,485 | $1.82M | 0.3% | +9.0% | 0.165% | |
1/30/2024 | Warner Financial Inc. | 13,200 | $1.12M | 0.6% | +28.6% | 0.101% | |
1/29/2024 | Baystate Wealth Management LLC | 1,320 | $112K | 0.0% | N/A | 0.010% | |
1/29/2024 | Curtis Advisory Group LLC | 13,588 | $1.15M | 0.5% | N/A | 0.104% | |
1/29/2024 | Meitav Investment House Ltd. | 4,300 | $364K | 0.0% | N/A | 0.033% | |
1/26/2024 | Carr Financial Group Corp | 142,156 | $12.03M | 4.5% | N/A | 1.094% | |
1/26/2024 | White Pine Investment CO | 15,651 | $1.33M | 0.4% | +3.5% | 0.120% | |
1/25/2024 | RFG Advisory LLC | 12,946 | $1.10M | 0.0% | -2.5% | 0.100% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 74,100 | $6.27M | 0.0% | N/A | 0.570% | |
1/24/2024 | SteelPeak Wealth LLC | 135,006 | $11.43M | 0.7% | N/A | 1.039% | |
1/24/2024 | Total Clarity Wealth Management Inc. | 3,131 | $265K | 0.1% | -6.9% | 0.024% | |
1/22/2024 | Zimmermann Investment Management & Planning LLC | 12,752 | $1.08M | 0.4% | -31.1% | 0.098% | |
1/22/2024 | Oxinas Partners Wealth Management LLC | 56,338 | $4.77M | 3.4% | -4.5% | 0.433% | |
1/19/2024 | AdvisorNet Financial Inc | 1,402 | $119K | 0.0% | N/A | 0.011% | |
1/19/2024 | Flagstar Advisors Inc. | 9,852 | $834K | 0.3% | N/A | 0.075% | |
1/18/2024 | SeaCrest Wealth Management LLC | 8,131 | $668K | 0.1% | -46.6% | 0.062% | |
1/18/2024 | Kaizen Financial Strategies | 2,754 | $233K | 0.2% | -9.8% | 0.021% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 31,926 | $2.70M | 0.0% | +24.6% | 0.244% | |
1/16/2024 | Raymond James & Associates | 81,434 | $6.89M | 0.0% | -1.4% | 0.622% | |
1/16/2024 | HB Wealth Management LLC | 21,309 | $1.80M | 0.0% | -4.5% | 0.163% | |
1/12/2024 | Mutual Advisors LLC | 17,262 | $1.46M | 0.1% | -39.7% | 0.132% | |
1/12/2024 | FNY Investment Advisers LLC | 385 | $32K | 0.0% | +450.0% | 0.003% | |
1/12/2024 | Archford Capital Strategies LLC | 11,423 | $967K | 0.2% | -2.9% | 0.087% | |
1/12/2024 | Presidio Capital Management LLC | 255,488 | $21.62M | 16.9% | -1.4% | 1.950% | |
1/12/2024 | Tilia Fiduciary Partners Inc. | 4,805 | $407K | 0.4% | -4.2% | 0.037% | |
1/11/2024 | Galvin Gaustad & Stein LLC | 2,635 | $223K | 0.0% | N/A | 0.020% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 5,489 | $451K | 0.0% | -23.7% | 0.042% | |
1/9/2024 | Purus Wealth Management LLC | 2,665 | $226K | 0.1% | N/A | 0.021% | |
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1/8/2024 | Capital Market Strategies LLC | 10,158 | $860K | 0.8% | -4.5% | 0.078% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 6,238 | $466K | 0.0% | -67.4% | 0.058% | |
11/16/2023 | Integrated Advisors Network LLC | 3,513 | $263K | 0.0% | -6.9% | 0.033% | |
11/15/2023 | Jackson Wealth Management LLC | 19,574 | $1.46M | 0.2% | +4.4% | 0.181% | |
11/15/2023 | Axxcess Wealth Management LLC | 256,903 | $19.21M | 0.7% | -5.3% | 2.379% | |
11/14/2023 | Frisch Financial Group Inc. | 46,770 | $3.50M | 1.4% | +1.5% | 0.433% | |
11/14/2023 | Tower Research Capital LLC TRC | 10,406 | $778K | 0.0% | N/A | 0.096% | |
11/14/2023 | Mutual Advisors LLC | 28,633 | $2.14M | 0.1% | N/A | 0.265% | |
11/13/2023 | Retirement Planning Co of New England Inc. | 4,506 | $337K | 0.2% | -14.4% | 0.042% | |
11/13/2023 | Mystic Asset Management Inc. | 9,180 | $686K | 0.4% | +29.3% | 0.085% | |