11/16/2023 | CM Wealth Advisors LLC | 20,342 | $560K | 0.3% | N/A | 1.043% | |
11/15/2023 | Lido Advisors LLC | 22,574 | $601K | 0.0% | +66.5% | 1.158% | |
11/13/2023 | Laidlaw Wealth Management LLC | 10,496 | $280K | 0.1% | -22.0% | 0.538% | |
11/8/2023 | HighTower Advisors LLC | 197,075 | $5.25M | 0.0% | +1.7% | 10.106% | |
11/8/2023 | Atria Wealth Solutions Inc. | 18,646 | $497K | 0.0% | N/A | 0.956% | |
11/8/2023 | Banque Cantonale Vaudoise | 9,501 | $253K | 0.0% | N/A | 0.487% | |
|
10/24/2023 | Raymond James Financial Services Advisors Inc. | 198,429 | $5.28M | 0.0% | +3.2% | 10.176% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,438 | $305K | 0.0% | N/A | 0.587% | |
10/18/2023 | Yoder Wealth Management Inc. | 20,773 | $553K | 0.3% | +14.0% | 1.065% | |
10/16/2023 | RFG Advisory LLC | 199,024 | $5.30M | 0.2% | +1.1% | 10.206% | |
10/13/2023 | SignalPoint Asset Management LLC | 76,044 | $2.03M | 0.5% | +1.2% | 3.900% | |
10/11/2023 | Legacy Private Trust Co. | 23,533 | $627K | 0.1% | N/A | 1.207% | |
8/14/2023 | Eqis Capital Management Inc. | 25,956 | $738K | 0.1% | -61.7% | 1.331% | |
8/11/2023 | Regal Investment Advisors LLC | 21,556 | $613K | 0.1% | +24.3% | 1.105% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 990 | $28K | 0.0% | -50.7% | 0.051% | |
8/10/2023 | Private Advisor Group LLC | 20,491 | $583K | 0.0% | -9.9% | 1.051% | |
8/9/2023 | Lido Advisors LLC | 13,556 | $386K | 0.0% | N/A | 0.695% | |
8/4/2023 | Yoder Wealth Management Inc. | 18,219 | $518K | 0.4% | +24.8% | 0.415% | |
8/3/2023 | RFG Advisory LLC | 196,936 | $5.60M | 0.2% | +2.4% | 4.486% | |
7/31/2023 | LPL Financial LLC | 69,568 | $1.98M | 0.0% | -2.4% | 1.585% | |
7/31/2023 | Verus Capital Partners LLC | 19,389 | $552K | 0.1% | -14.4% | 0.442% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 192,335 | $5.47M | 0.0% | +57.0% | 4.381% | |
7/25/2023 | Raymond James & Associates | 114,062 | $3.25M | 0.0% | -6.7% | 2.598% | |
7/13/2023 | Walker Asset Management LLC | 25,879 | $736K | 0.6% | -2.6% | 0.589% | |
7/12/2023 | SignalPoint Asset Management LLC | 75,171 | $2.14M | 0.7% | +0.6% | 1.712% | |
5/15/2023 | PGIM Custom Harvest LLC | 48,676 | $1.34M | 0.1% | -51.0% | 1.109% | |
5/12/2023 | HighTower Advisors LLC | 192,951 | $5.29M | 0.0% | +6.4% | 4.395% | |
5/10/2023 | Private Advisor Group LLC | 22,741 | $624K | 0.0% | N/A | 0.518% | |
5/9/2023 | RFG Advisory LLC | 192,265 | $5.27M | 0.3% | +9.3% | 4.380% | |
5/9/2023 | Verus Capital Partners LLC | 22,657 | $621K | 0.1% | +19.2% | 0.516% | |
5/3/2023 | Great Valley Advisor Group Inc. | 9,072 | $249K | 0.0% | N/A | 0.207% | |
4/28/2023 | Strategic Blueprint LLC | 12,021 | $330K | 0.0% | +22.6% | 0.274% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 122,519 | $3.36M | 0.0% | +20.5% | 2.791% | |
4/14/2023 | Raymond James & Associates | 122,275 | $3.35M | 0.0% | +13.5% | 2.785% | |
4/14/2023 | SignalPoint Asset Management LLC | 74,725 | $2.05M | 0.6% | +2.0% | 1.702% | |
2/16/2023 | RFG Advisory LLC | 175,908 | $5.19M | 0.3% | N/A | 10.597% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 2,000 | $50K | 0.0% | N/A | 0.120% | |
2/10/2023 | Guardian Wealth Management Inc. | 1,787 | $45K | 0.0% | N/A | 0.108% | |
2/9/2023 | HighTower Advisors LLC | 181,260 | $4.56M | 0.0% | -0.5% | 10.919% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 101,713 | $2.56M | 0.0% | +69.6% | 6.127% | |
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2/8/2023 | Raymond James & Associates | 107,700 | $2.71M | 0.0% | +284.4% | 6.488% | |
2/7/2023 | LPL Financial LLC | 58,010 | $1.46M | 0.0% | +243.6% | 3.495% | |
2/1/2023 | Walker Asset Management LLC | 26,642 | $669K | 0.6% | +5.3% | 1.605% | |
1/27/2023 | SignalPoint Asset Management LLC | 73,236 | $1.84M | 0.6% | +3.9% | 4.412% | |
1/26/2023 | Strategic Blueprint LLC | 9,806 | $246K | 0.0% | +5.7% | 0.591% | |
1/18/2023 | Private Advisor Group LLC | 19,476 | $489K | 0.0% | +49.9% | 1.362% | |
11/16/2022 | Verus Capital Partners LLC | 16,995 | $411K | 0.1% | -3.5% | 1.393% | |
11/8/2022 | IFP Advisors Inc | 1,160 | $29K | 0.0% | +238.2% | 0.097% | |
11/8/2022 | Strategic Blueprint LLC | 9,280 | $224K | 0.0% | N/A | 0.780% | |
11/8/2022 | Exencial Wealth Advisors LLC | 9,883 | $239K | 0.0% | N/A | 0.831% | |
11/4/2022 | CX Institutional | 45,232 | $1.09M | 0.1% | N/A | 3.801% | |
10/27/2022 | SignalPoint Asset Management LLC | 70,464 | $1.70M | 0.6% | -3.3% | 5.921% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 59,983 | $1.45M | 0.0% | +22.7% | 5.041% | |
10/24/2022 | Eqis Capital Management Inc. | 124,327 | $3.01M | 0.3% | -4.2% | 10.448% | |
10/14/2022 | Private Advisor Group LLC | 12,991 | $314K | 0.0% | +28.7% | 1.065% | |
8/9/2022 | Verus Capital Partners LLC | 17,616 | $483K | 0.1% | +6.0% | 1.532% | |
8/8/2022 | Eqis Capital Management Inc. | 129,786 | $3.54M | 0.4% | +1.0% | 11.286% | |
7/29/2022 | Walker Asset Management LLC | 25,290 | $689K | 0.1% | +25.9% | 2.218% | |
7/25/2022 | SignalPoint Asset Management LLC | 72,869 | $1.98M | 0.7% | +10.1% | 6.392% | |
7/25/2022 | Walker Asset Management LLC | 1,488,705 | $45.07M | 0.5% | +7,312.0% | 130.588% | |
7/13/2022 | Private Advisor Group LLC | 10,095 | $275K | 0.0% | N/A | 0.856% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 58,478 | $1.59M | 0.0% | N/A | 4.956% | |
5/17/2022 | Eqis Capital Management Inc. | 128,448 | $4.44M | 0.4% | +135.7% | 11.073% | |
5/12/2022 | HighTower Advisors LLC | 177,023 | $6.10M | 0.0% | +2.6% | 15.261% | |
5/9/2022 | SignalPoint Asset Management LLC | 66,209 | $2.29M | 0.7% | +4.6% | 5.339% | |
5/2/2022 | One Charles Private Wealth Services LLC | 6,646 | $229K | 0.1% | -26.2% | 0.523% | |
4/13/2022 | Walker Asset Management LLC | 20,085 | $694K | 0.6% | N/A | 1.435% | |
2/14/2022 | LPL Financial LLC | 174,166 | $6.24M | 0.0% | +4.5% | 13.397% | |
2/11/2022 | Bank of Montreal Can | 245,001 | $8.93M | 0.0% | N/A | 18.846% | |
2/10/2022 | HighTower Advisors LLC | 172,496 | $6.19M | 0.0% | +1.8% | 13.269% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 48,962 | $1.76M | 0.0% | +3.6% | 3.766% | |
2/8/2022 | Raymond James & Associates | 28,193 | $1.01M | 0.0% | -9.7% | 2.203% | |
1/31/2022 | SignalPoint Asset Management LLC | 63,274 | $2.27M | 0.7% | -25.9% | 5.273% | |
1/27/2022 | One Charles Private Wealth Services LLC | 9,000 | $323K | 0.2% | N/A | 0.750% | |
1/21/2022 | Kestra Private Wealth Services LLC | 11,604 | $416K | 0.0% | -40.6% | 1.036% | |
11/16/2021 | LPL Financial LLC | 166,589 | $6.33M | 0.0% | +1.6% | 15.144% | |
11/15/2021 | HighTower Advisors LLC | 169,411 | $6.45M | 0.0% | -8.8% | 15.401% | |
11/5/2021 | Advisor Group Holdings Inc. | 1,505 | $57K | 0.0% | -77.6% | 0.136% | |
11/2/2021 | Raymond James Financial Services Advisors Inc. | 47,249 | $1.80M | 0.0% | -6.0% | 4.257% | |
11/2/2021 | Raymond James & Associates | 31,224 | $1.19M | 0.0% | +6.7% | 2.813% | |
10/28/2021 | SignalPoint Asset Management LLC | 85,354 | $3.25M | 1.0% | -0.8% | 7.690% | |
10/21/2021 | Kestra Private Wealth Services LLC | 19,526 | $742K | 0.0% | +11.4% | 1.743% | |
10/12/2021 | Trinity Legacy Partners LLC | 6,606 | $251K | 0.1% | N/A | 0.606% | |
8/16/2021 | Royal Bank of Canada | 19,328 | $759K | 0.0% | +95.9% | 1.681% | |
8/13/2021 | LPL Financial LLC | 163,969 | $6.44M | 0.0% | +0.3% | 14.258% | |
8/12/2021 | Eqis Capital Management Inc. | 11,015 | $433K | 0.0% | +31.3% | 0.958% | |
8/6/2021 | HighTower Advisors LLC | 185,798 | $7.29M | 0.0% | +1.0% | 16.156% | |
8/3/2021 | SignalPoint Asset Management LLC | 86,021 | $3.38M | 1.1% | -0.8% | 7.480% | |
8/2/2021 | Advisor Group Holdings Inc. | 6,729 | $264K | 0.0% | +921.1% | 0.585% | |
8/1/2021 | Kestra Private Wealth Services LLC | 17,523 | $689K | 0.0% | N/A | 1.358% | |
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5/17/2021 | Royal Bank of Canada | 9,868 | $367K | 0.0% | +152.3% | 0.866% | |
5/14/2021 | Eqis Capital Management Inc. | 8,392 | $312K | 0.0% | N/A | 0.736% | |
5/12/2021 | UBS Group AG | 13,772 | $512K | 0.0% | +26.2% | 1.219% | |
5/10/2021 | HighTower Advisors LLC | 183,950 | $6.83M | 0.0% | N/A | 16.279% | |
5/4/2021 | Envestnet Asset Management Inc. | 10,470 | $389K | 0.0% | N/A | 0.935% | |
5/3/2021 | SignalPoint Asset Management LLC | 86,728 | $3.23M | 1.1% | -4.7% | 7.744% | |
4/5/2021 | Fulcrum Equity Management | 69,964 | $2.60M | 1.0% | N/A | 6.303% | |
3/26/2021 | Susquehanna International Group LLP | 18,215 | $576K | 0.0% | -15.4% | 1.656% | |
2/17/2021 | Jane Street Group LLC | 14,823 | $469K | 0.0% | N/A | 1.577% | |
2/16/2021 | Captrust Financial Advisors | 4,257 | $135K | 0.0% | -34.9% | 0.453% | |