5/4/2024 | Geneos Wealth Management Inc. | 9,407 | $592K | 0.0% | +26.2% | 0.438% | |
5/2/2024 | FinTrust Capital Advisors LLC | 2,435 | $153K | 0.0% | N/A | 0.113% | |
4/30/2024 | Commonwealth Equity Services LLC | 10,546 | $663K | 0.0% | -8.7% | 0.491% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 99,917 | $6.29M | 0.1% | N/A | 4.647% | |
2/8/2024 | Beacon Pointe Advisors LLC | 3,300 | $201K | 0.0% | N/A | 0.140% | |
2/7/2024 | One Capital Management LLC | 13,732 | $835K | 0.0% | -2.6% | 0.584% | |
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2/6/2024 | Apollon Wealth Management LLC | 3,845 | $234K | 0.0% | N/A | 0.164% | |
2/6/2024 | Private Advisor Group LLC | 4,110 | $250K | 0.0% | N/A | 0.175% | |
1/26/2024 | GHP Investment Advisors Inc. | 55,220 | $3.36M | 0.2% | -4.3% | 2.350% | |
1/26/2024 | Geneos Wealth Management Inc. | 7,456 | $453K | 0.0% | +14.3% | 0.317% | |
1/23/2024 | WealthShield Partners LLC | 3,673 | $223K | 0.0% | +39.2% | 0.156% | |
1/18/2024 | Washington Trust Advisors Inc. | 4,964 | $302K | 0.0% | -11.4% | 0.211% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 3,370 | $203K | 0.0% | N/A | 0.143% | |
11/13/2023 | Asset Dedication LLC | 1,210 | $68K | 0.0% | -86.7% | 0.051% | |
10/25/2023 | WealthShield Partners LLC | 2,639 | $148K | 0.0% | +38.8% | 0.112% | |
10/24/2023 | Bank of New York Mellon Corp | 25,272 | $1.42M | 0.0% | N/A | 1.075% | |
10/17/2023 | GHP Investment Advisors Inc. | 57,729 | $3.18M | 0.2% | -8.6% | 2.457% | |
10/11/2023 | Geneos Wealth Management Inc. | 6,526 | $366K | 0.0% | +13.0% | 0.278% | |
10/10/2023 | SOA Wealth Advisors LLC. | 880 | $49K | 0.0% | -17.9% | 0.037% | |
8/11/2023 | Smith Moore & CO. | 59,406 | $3.42M | 0.4% | -3.2% | 2.528% | |
8/9/2023 | Flow Traders U.S. LLC | 27,635 | $1.59M | 0.1% | +21.8% | 1.176% | |
8/8/2023 | Geneos Wealth Management Inc. | 5,776 | $333K | 0.0% | +8.2% | 0.246% | |
8/3/2023 | WealthShield Partners LLC | 1,901 | $109K | 0.0% | +148.2% | 0.086% | |
8/2/2023 | Bank of Montreal Can | 9,471 | $568K | 0.0% | N/A | 0.431% | |
7/31/2023 | LPL Financial LLC | 10,697 | $616K | 0.0% | -26.3% | 0.486% | |
7/28/2023 | Howland Capital Management LLC | 11,570 | $666K | 0.0% | -5.5% | 0.526% | |
7/27/2023 | Washington Trust Advisors Inc. | 5,601 | $323K | 0.0% | -41.7% | 0.255% | |
7/7/2023 | SOA Wealth Advisors LLC. | 1,072 | $62K | 0.0% | -43.7% | 0.049% | |
5/12/2023 | Smith Moore & CO. | 61,387 | $3.59M | 0.5% | -0.4% | 2.790% | |
5/11/2023 | Tacita Capital Inc | 590 | $34K | 0.0% | +76.1% | 0.027% | |
5/8/2023 | WealthShield Partners LLC | 766 | $45K | 0.0% | N/A | 0.035% | |
5/5/2023 | Howland Capital Management LLC | 12,246 | $716K | 0.0% | -2.5% | 0.557% | |
5/3/2023 | Capital Advisors Ltd. LLC | 2,234 | $131K | 0.0% | -67.1% | 0.102% | |
4/25/2023 | Geneos Wealth Management Inc. | 5,340 | $312K | 0.0% | +20.4% | 0.243% | |
4/24/2023 | Asset Dedication LLC | 9,078 | $530K | 0.0% | +2.8% | 0.413% | |
4/21/2023 | GHP Investment Advisors Inc. | 103,520 | $6.05M | 0.4% | -16.9% | 4.705% | |
3/6/2023 | OLD Mission Capital LLC | 9,429 | $523K | 0.0% | N/A | 0.429% | |
2/16/2023 | GHP Investment Advisors Inc. | 124,613 | $6.91M | 0.5% | -23.4% | 5.664% | |
2/13/2023 | Smith Moore & CO. | 61,640 | $3.42M | 0.5% | -5.4% | 2.802% | |
2/8/2023 | Washington Trust Advisors Inc. | 9,612 | $533K | 0.1% | -31.7% | 0.437% | |
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2/7/2023 | Commonwealth Equity Services LLC | 14,090 | $781K | 0.0% | -9.1% | 0.640% | |
2/7/2023 | LPL Financial LLC | 13,100 | $727K | 0.0% | +10.0% | 0.595% | |
2/7/2023 | Envestnet Asset Management Inc. | 6,634 | $368K | 0.0% | N/A | 0.302% | |
1/31/2023 | Geneos Wealth Management Inc. | 4,436 | $246K | 0.0% | +71.9% | 0.202% | |
1/30/2023 | Howland Capital Management LLC | 12,556 | $697K | 0.0% | -42.1% | 0.571% | |
1/19/2023 | Asset Dedication LLC | 8,830 | $489K | 0.0% | +17.7% | 0.401% | |
11/15/2022 | Tacita Capital Inc | 39,300 | $1.86M | 1.4% | +0.9% | 1.786% | |
11/15/2022 | Flow Traders U.S. LLC | 19,270 | $912K | 0.0% | +21.7% | 0.838% | |
11/14/2022 | Smith Moore & CO. | 65,150 | $3.09M | 0.5% | -3.3% | 2.833% | |
11/10/2022 | UBS Group AG | 64,493 | $3.05M | 0.0% | -2.0% | 2.804% | |
11/2/2022 | Rockefeller Capital Management L.P. | 10,138 | $480K | 0.0% | +17.4% | 0.441% | |
10/28/2022 | GHP Investment Advisors Inc. | 162,785 | $7.71M | 0.6% | -15.2% | 7.078% | |
10/14/2022 | Washington Trust Advisors Inc. | 14,073 | $666K | 0.1% | +6.0% | 0.612% | |
8/15/2022 | Tacita Capital Inc | 38,955 | $2.16M | 1.5% | -18.6% | 1.771% | |
8/13/2022 | Wade G W & Inc. | 8,734 | $483K | 0.0% | +2.0% | 0.397% | |
8/13/2022 | Flow Traders U.S. LLC | 15,840 | $876K | 0.0% | N/A | 0.720% | |
8/12/2022 | Smith Moore & CO. | 67,368 | $3.73M | 0.6% | -2.5% | 3.062% | |
8/11/2022 | Cetera Advisors LLC | 13,596 | $752K | 0.0% | +7.4% | 0.618% | |
8/11/2022 | GHP Investment Advisors Inc. | 191,942 | $10.62M | 0.8% | -4.7% | 8.725% | |
8/11/2022 | UBS Group AG | 65,782 | $3.64M | 0.0% | +3.4% | 2.990% | |
7/25/2022 | Washington Trust Advisors Inc. | 13,271 | $734K | 0.1% | -4.3% | 0.603% | |
7/22/2022 | Geneos Wealth Management Inc. | 1,546 | $85K | 0.0% | +60.0% | 0.070% | |
7/19/2022 | Commonwealth Equity Services LLC | 15,776 | $872K | 0.0% | -2.0% | 0.717% | |
7/19/2022 | Asset Dedication LLC | 7,502 | $416K | 0.1% | +16.2% | 0.341% | |
7/13/2022 | SOA Wealth Advisors LLC. | 1,893 | $104K | 0.0% | -32.7% | 0.086% | |
5/12/2022 | Tacita Capital Inc | 47,870 | $3.07M | 1.8% | +0.9% | 2.280% | |
5/12/2022 | Smith Moore & CO. | 69,125 | $4.44M | 0.6% | +1.5% | 3.292% | |
5/12/2022 | Cetera Advisors LLC | 12,657 | $813K | 0.0% | -4.1% | 0.603% | |
5/4/2022 | Prospera Financial Services Inc | 685 | $44K | 0.0% | N/A | 0.033% | |
5/4/2022 | Commonwealth Equity Services LLC | 16,094 | $1.03M | 0.0% | -6.4% | 0.766% | |
4/28/2022 | GHP Investment Advisors Inc. | 201,476 | $12.94M | 0.9% | +2.2% | 9.594% | |
4/21/2022 | Asset Dedication LLC | 6,454 | $414K | 0.0% | +9.2% | 0.307% | |
4/19/2022 | Joseph P. Lucia & Associates LLC | 1,913 | $123K | 0.1% | N/A | 0.091% | |
4/18/2022 | Spire Wealth Management | 428 | $27K | 0.0% | N/A | 0.020% | |
2/14/2022 | GHP Investment Advisors Inc. | 197,065 | $13.25M | 0.9% | +2.3% | 9.384% | |
2/9/2022 | First Republic Investment Management Inc. | 4,238 | $285K | 0.0% | -27.9% | 0.202% | |
2/8/2022 | Retirement Planning Co of New England Inc. | 515 | $34K | 0.0% | N/A | 0.025% | |
2/8/2022 | Smith Moore & CO. | 68,118 | $4.58M | 0.6% | +3.2% | 3.244% | |
2/4/2022 | Envestnet Asset Management Inc. | 4,123 | $277K | 0.0% | +21.1% | 0.196% | |
2/3/2022 | Advisor Group Holdings Inc. | 956 | $64K | 0.0% | -40.4% | 0.046% | |
1/31/2022 | One Capital Management LLC | 13,777 | $925K | 0.1% | -1.7% | 0.656% | |
1/26/2022 | Howland Capital Management LLC | 21,816 | $1.47M | 0.1% | -4.8% | 1.039% | |
1/24/2022 | National Bank of Canada FI | 640 | $43K | 0.0% | N/A | 0.030% | |
1/21/2022 | Asset Dedication LLC | 5,908 | $397K | 0.0% | +20.8% | 0.281% | |
1/13/2022 | SOA Wealth Advisors LLC. | 2,799 | $188K | 0.0% | +14.4% | 0.133% | |
11/16/2021 | Cetera Advisors LLC | 13,059 | $874K | 0.0% | +1.2% | 0.622% | |
11/16/2021 | Jane Street Group LLC | 56,081 | $3.75M | 0.0% | +119.8% | 2.671% | |
11/16/2021 | UBS Group AG | 61,856 | $4.14M | 0.0% | +2.0% | 2.946% | |
11/16/2021 | Beacon Pointe Advisors LLC | 3,450 | $231K | 0.0% | N/A | 0.164% | |
11/16/2021 | Citadel Advisors LLC | 62,474 | $4.18M | 0.0% | +50.9% | 2.975% | |
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11/15/2021 | One Capital Management LLC | 14,014 | $937K | 0.1% | +3.2% | 0.667% | |
11/12/2021 | Moneta Group Investment Advisors LLC | 6,875 | $460K | 0.0% | N/A | 0.327% | |
11/12/2021 | GHP Investment Advisors Inc. | 192,659 | $12.89M | 1.0% | +2.2% | 9.174% | |
11/12/2021 | Rockefeller Capital Management L.P. | 8,616 | $576K | 0.0% | +6.3% | 0.410% | |
11/8/2021 | Tacita Capital Inc | 47,820 | $3.20M | 2.0% | +2.7% | 2.277% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,604 | $107K | 0.0% | +26.3% | 0.076% | |
11/1/2021 | Well Done LLC | 3,283 | $220K | 0.0% | -4.6% | 0.156% | |
10/29/2021 | Commonwealth Equity Services LLC | 17,189 | $1.15M | 0.0% | -0.9% | 0.799% | |
10/25/2021 | Howland Capital Management LLC | 22,906 | $1.53M | 0.1% | -14.2% | 1.065% | |
10/18/2021 | Asset Dedication LLC | 4,891 | $328K | 0.0% | +8.1% | 0.227% | |