3/6/2024 | SageView Advisory Group LLC | 5,263 | $0.25M | 0.0% | -66.7% | 0.081% | |
2/16/2024 | SageView Advisory Group LLC | 5,263 | $0.25M | 0.0% | -66.7% | 0.081% | |
2/15/2024 | Faithward Advisors LLC | 7,038 | $0.32M | 0.1% | N/A | 0.108% | |
2/13/2024 | Envestnet Asset Management Inc. | 232,530 | $10.94M | 0.0% | +11.7% | 3.577% | |
2/13/2024 | Cetera Advisor Networks LLC | 10,734 | $0.51M | 0.0% | +8.0% | 0.165% | |
2/13/2024 | Intrepid Financial Planning Group LLC | 62,494 | $2.94M | 1.4% | -15.0% | 0.961% | |
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2/12/2024 | Hsbc Holdings PLC | 7,147 | $0.34M | 0.0% | +3.5% | 0.110% | |
2/9/2024 | Orion Portfolio Solutions LLC | 8,523 | $0.40M | 0.0% | -67.7% | 0.131% | |
2/9/2024 | SageView Advisory Group LLC | 5,263 | $0.25M | 0.0% | -66.7% | 0.081% | |
2/9/2024 | InterOcean Capital Group LLC | 13,088 | $0.62M | 0.0% | -12.5% | 0.201% | |
2/8/2024 | WT Wealth Management | 9,427 | $0.44M | 0.2% | -7.0% | 0.145% | |
2/7/2024 | Avantax Advisory Services Inc. | 25,940 | $1.22M | 0.0% | +22.8% | 0.399% | |
2/7/2024 | Strategic Advocates LLC | 5,941 | $0.28M | 0.1% | -65.7% | 0.091% | |
2/7/2024 | Principal Securities Inc. | 138,542 | $6.52M | 0.2% | N/A | 2.131% | |
2/6/2024 | Disciplina Capital Management LLC | 105,469 | $4.96M | 0.9% | +33.7% | 1.623% | |
2/5/2024 | Silver Oak Securities Incorporated | 16,450 | $0.77M | 0.1% | +411,150.0% | 0.253% | |
2/2/2024 | Truist Financial Corp | 13,263 | $0.62M | 0.0% | +44.6% | 0.204% | |
2/1/2024 | Telemus Capital LLC | 46,371 | $2.18M | 0.2% | -4.7% | 0.713% | |
2/1/2024 | CWM LLC | 6,815 | $0.32M | 0.0% | +13,262.7% | 0.105% | |
1/30/2024 | Octavia Wealth Advisors LLC | 325,527 | $15.32M | 2.7% | +10.8% | 5.008% | |
1/29/2024 | ORG Partners LLC | 805 | $38K | 0.0% | N/A | 0.012% | |
1/24/2024 | Seaside Wealth Management Inc. | 5,125 | $0.24M | 0.1% | +5.1% | 0.079% | |
1/23/2024 | Leavell Investment Management Inc. | 5,242 | $0.25M | 0.0% | N/A | 0.081% | |
1/22/2024 | Wolf Group Capital Advisors | 10,167 | $0.50M | 0.2% | -7.7% | 0.156% | |
1/16/2024 | Alaska Wealth Advisors | 319,297 | $15.02M | 2.5% | +3.7% | 4.912% | |
1/16/2024 | Alaska Permanent Capital Management | 746,431 | $35.11M | 2.9% | +0.2% | 11.484% | |
1/8/2024 | Horizons Wealth Management | 91,803 | $4.32M | 2.8% | +17.6% | 1.412% | |
12/4/2023 | WT Wealth Management | 10,136 | $0.52M | 0.2% | -7.2% | 0.156% | |
11/15/2023 | Ameriprise Financial Inc. | 186,075 | $9.59M | 0.0% | -4.4% | 2.863% | |
11/13/2023 | Hollencrest Capital Management | 11,398 | $0.59M | 0.1% | -10.9% | 0.175% | |
11/13/2023 | Stifel Financial Corp | 38,239 | $1.97M | 0.0% | -7.0% | 0.588% | |
11/13/2023 | LPL Financial LLC | 37,012 | $1.91M | 0.0% | -11.0% | 0.569% | |
11/13/2023 | Hsbc Holdings PLC | 6,907 | $0.36M | 0.0% | +9.3% | 0.106% | |
11/13/2023 | Envestnet Asset Management Inc. | 208,105 | $10.72M | 0.0% | +5.6% | 3.202% | |
11/9/2023 | UBS Group AG | 1,018 | $52K | 0.0% | -71.2% | 0.016% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,129 | $1.09M | 0.0% | +21.7% | 0.325% | |
11/7/2023 | Kingsview Wealth Management LLC | 16,732 | $0.86M | 0.0% | +3.4% | 0.257% | |
11/3/2023 | Intrepid Financial Planning Group LLC | 73,489 | $3.79M | 2.0% | -4.5% | 1.131% | |
11/3/2023 | SageView Advisory Group LLC | 15,788 | $0.81M | 0.0% | -95.8% | 0.243% | |
11/2/2023 | FDx Advisors Inc. | 103,277 | $5.32M | 0.4% | -2.3% | 1.589% | |
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11/1/2023 | Orion Portfolio Solutions LLC | 26,396 | $1.36M | 0.0% | +1.8% | 0.406% | |
10/31/2023 | Alaska Permanent Capital Management | 744,853 | $38.42M | 3.4% | -6.7% | 11.459% | |
10/31/2023 | Alaska Wealth Advisors | 307,903 | $15.86M | 2.5% | +29.1% | 4.737% | |
10/30/2023 | Octavia Wealth Advisors LLC | 293,902 | $15.14M | 3.1% | +3.0% | 4.522% | |
10/25/2023 | Telemus Capital LLC | 48,675 | $2.51M | 0.2% | -5.0% | 0.749% | |
10/23/2023 | Commonwealth Equity Services LLC | 7,376 | $0.38M | 0.0% | -11.0% | 0.113% | |
10/12/2023 | Horizons Wealth Management | 78,073 | $4.02M | 2.9% | +5.8% | 1.201% | |
10/11/2023 | Smith Anglin Financial LLC | 17,391 | $0.90M | 0.1% | -26.1% | 0.268% | |
10/10/2023 | Ameliora Wealth Management Ltd. | 771 | $40K | 0.0% | -98.1% | 0.012% | |
8/21/2023 | Osaic Holdings Inc. | 38,363 | $1.91M | 0.0% | -42.4% | 0.590% | |
8/17/2023 | Orion Portfolio Solutions LLC | 25,941 | $1.28M | 0.0% | +78.4% | 0.399% | |
8/15/2023 | Stifel Financial Corp | 41,135 | $2.04M | 0.0% | +8.7% | 0.633% | |
8/15/2023 | Cohen & Steers Inc. | 2,509 | $0.12M | 0.0% | -30.9% | 0.039% | |
8/14/2023 | Orion Portfolio Solutions LLC | 25,941 | $1.28M | 0.0% | +78.4% | 0.399% | |
8/14/2023 | MML Investors Services LLC | 40,690 | $2.02M | 0.0% | +4.6% | 0.626% | |
8/11/2023 | SageView Advisory Group LLC | 375,184 | $18.58M | 1.0% | +32.1% | 5.772% | |
8/11/2023 | Evergreen Wealth Solutions LLC | 6,200 | $0.31M | 0.3% | -18.7% | 0.095% | |
8/11/2023 | Kestra Advisory Services LLC | 4,243 | $0.21M | 0.0% | -5.0% | 0.065% | |
8/10/2023 | Osaic Holdings Inc. | 38,363 | $1.91M | 0.0% | -42.4% | 0.590% | |
8/10/2023 | Hollencrest Capital Management | 12,788 | $0.63M | 0.1% | +11.5% | 0.197% | |
8/10/2023 | Commonwealth Equity Services LLC | 8,286 | $0.41M | 0.0% | -18.5% | 0.127% | |
8/10/2023 | Legacy Capital Group California Inc. | 4,197 | $0.21M | 0.1% | +6.4% | 0.065% | |
8/10/2023 | Cetera Advisor Networks LLC | 10,093 | $0.50M | 0.0% | N/A | 0.155% | |
8/10/2023 | Cetera Investment Advisers | 8,425 | $0.42M | 0.0% | +10.5% | 0.130% | |
8/4/2023 | Envestnet Asset Management Inc. | 196,993 | $9.75M | 0.0% | +235.3% | 3.031% | |
8/2/2023 | Bank of Montreal Can | 59,481 | $3.05M | 0.0% | N/A | 0.894% | |
8/2/2023 | Silver Oak Securities Incorporated | 6,462 | $0.32M | 0.1% | N/A | 0.097% | |
8/1/2023 | Truist Financial Corp | 5,703 | $0.28M | 0.0% | N/A | 0.086% | |
7/31/2023 | LPL Financial LLC | 41,578 | $2.06M | 0.0% | +2.1% | 0.625% | |
7/31/2023 | Wolf Group Capital Advisors | 10,173 | $0.50M | 0.2% | +10.9% | 0.153% | |
7/28/2023 | Alaska Wealth Advisors | 238,451 | $11.81M | 1.9% | N/A | 3.586% | |
7/28/2023 | Alaska Permanent Capital Management | 798,520 | $39.54M | 3.3% | +31.1% | 12.008% | |
7/25/2023 | WT Wealth Management | 10,925 | $0.54M | 0.2% | +19.9% | 0.164% | |
7/18/2023 | Octavia Wealth Advisors LLC | 285,228 | $14.12M | 2.9% | +7.7% | 4.289% | |
7/18/2023 | Lake Street Financial LLC | 15,837 | $0.78M | 0.1% | +1.3% | 0.238% | |
7/17/2023 | FDx Advisors Inc. | 105,681 | $5.23M | 0.3% | N/A | 1.589% | |
7/10/2023 | Ameliora Wealth Management Ltd. | 40,386 | $2M | 1.2% | -16.8% | 0.607% | |
7/10/2023 | Telemus Capital LLC | 51,242 | $2.54M | 0.2% | -5.7% | 0.771% | |
7/10/2023 | Smith Anglin Financial LLC | 23,518 | $1.16M | 0.1% | -93.6% | 0.354% | |
7/3/2023 | Horizons Wealth Management | 73,817 | $3.63M | 2.6% | -4.1% | 1.110% | |
5/22/2023 | Ameriprise Financial Inc. | 258,994 | $13.34M | 0.0% | -25.3% | 4.353% | |
5/17/2023 | Advisory Services Network LLC | 804 | $41K | 0.0% | -31.6% | 0.014% | |
5/16/2023 | Jane Street Group LLC | 219,606 | $11.31M | 0.0% | -16.8% | 3.691% | |
5/16/2023 | State Street Corp | 137,521 | $7.09M | 0.0% | -15.3% | 2.311% | |
5/15/2023 | Flow Traders U.S. LLC | 28,432 | $1.47M | 0.1% | N/A | 0.478% | |
5/12/2023 | Stifel Financial Corp | 37,828 | $1.95M | 0.0% | -65.8% | 0.636% | |
5/12/2023 | MML Investors Services LLC | 38,882 | $2M | 0.0% | +4.9% | 0.653% | |
5/12/2023 | Bank of America Corp DE | 66,618 | $3.43M | 0.0% | -85.3% | 1.120% | |
5/11/2023 | Envestnet Asset Management Inc. | 58,757 | $3.03M | 0.0% | +96.1% | 0.988% | |
5/11/2023 | Commonwealth Equity Services LLC | 10,165 | $0.52M | 0.0% | -23.2% | 0.171% | |
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5/11/2023 | Legacy Capital Group California Inc. | 3,945 | $0.20M | 0.1% | N/A | 0.066% | |
5/10/2023 | LPL Financial LLC | 40,727 | $2.10M | 0.0% | -51.9% | 0.684% | |
5/9/2023 | Alaska Permanent Capital Management | 609,146 | $31.38M | 2.9% | +61.6% | 10.238% | |
5/4/2023 | Mirae Asset Global Investments Co. Ltd. | 237,891 | $12.26M | 0.0% | +146.5% | 3.998% | |
5/2/2023 | Intrepid Financial Planning Group LLC | 83,655 | $4.31M | 2.2% | -1.5% | 1.406% | |
5/2/2023 | SageView Advisory Group LLC | 284,031 | $14.63M | 0.9% | +69.1% | 4.774% | |
4/28/2023 | Avantax Advisory Services Inc. | 28,299 | $1.46M | 0.0% | +29.2% | 0.453% | |
4/28/2023 | First National Corp MA ADV | 23,983 | $1.24M | 0.3% | +25.1% | 0.384% | |
4/20/2023 | Octavia Wealth Advisors LLC | 264,934 | $13.65M | 3.1% | +6.2% | 4.239% | |
4/20/2023 | WT Wealth Management | 9,113 | $0.47M | 0.2% | -90.1% | 0.146% | |