4/24/2024 | Spire Wealth Management | 2,194 | $149K | 0.0% | +543.4% | 0.022% | |
4/24/2024 | Essex Financial Services Inc. | 4,101 | $278K | 0.0% | +200.0% | 0.041% | |
4/23/2024 | Global Retirement Partners LLC | 410 | $28K | 0.0% | +454.1% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 1,272 | $86K | 0.0% | +2,444.0% | 0.013% | |
4/23/2024 | Accurate Wealth Management LLC | 116,854 | $7.36M | 2.1% | N/A | 1.157% | |
4/19/2024 | Massachusetts Wealth Management | 14,835 | $1.01M | 0.7% | +197.0% | 0.724% | |
|
4/15/2024 | Wealthcare Advisory Partners LLC | 3,902 | $265K | 0.0% | N/A | 0.190% | |
4/11/2024 | Matthew Goff Investment Advisor LLC | 3,615 | $245K | 0.0% | +200.0% | 0.176% | |
3/8/2024 | Trust Co. of Vermont | 203 | $38K | 0.0% | -66.3% | 0.010% | |
3/5/2024 | Fisher Asset Management LLC | 1,207,013 | $223.78M | 0.1% | +5,562.2% | 58.879% | |
2/13/2024 | Tower Research Capital LLC TRC | 43,357 | $8.04M | 0.1% | +2,209.9% | 2.115% | |
2/13/2024 | Peapack Gladstone Financial Corp | 15,299 | $2.84M | 0.0% | -2.0% | 0.746% | |
2/9/2024 | Orion Portfolio Solutions LLC | 3,651 | $702K | 0.0% | -8.6% | 0.178% | |
2/8/2024 | Sound View Wealth Advisors Group LLC | 2,726 | $505K | 0.1% | N/A | 0.133% | |
2/8/2024 | Beacon Pointe Advisors LLC | 6,162 | $1.14M | 0.0% | -9.6% | 0.301% | |
2/8/2024 | Rock Point Advisors LLC | 1,211 | $225K | 0.1% | N/A | 0.059% | |
2/8/2024 | Janney Montgomery Scott LLC | 12,131 | $2.25M | 0.0% | +0.9% | 0.592% | |
2/7/2024 | One Capital Management LLC | 9,210 | $1.71M | 0.1% | +330.4% | 0.449% | |
2/7/2024 | Principal Securities Inc. | 677 | $126K | 0.0% | N/A | 0.033% | |
2/6/2024 | Private Advisor Group LLC | 1,362 | $253K | 0.0% | +10.8% | 0.066% | |
2/6/2024 | National Bank of Canada FI | 187 | $35K | 0.0% | +274.0% | 0.009% | |
2/6/2024 | Axxcess Wealth Management LLC | 1,116 | $207K | 0.0% | N/A | 0.054% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 1,424 | $264K | 0.0% | +18.8% | 0.069% | |
2/6/2024 | Fisher Asset Management LLC | 1,208,199 | $224.00M | 0.1% | +5,567.8% | 58.937% | |
2/6/2024 | Y.D. More Investments Ltd | 516 | $96K | 0.0% | +29.0% | 0.025% | |
2/5/2024 | RiverFront Investment Group LLC | 37,863 | $7.02M | 0.2% | +4.8% | 1.847% | |
2/5/2024 | Transcend Capital Advisors LLC | 1,124 | $208K | 0.0% | N/A | 0.055% | |
2/2/2024 | Raab & Moskowitz Asset Management LLC | 1,745 | $324K | 0.1% | +13.5% | 0.085% | |
2/2/2024 | Truist Financial Corp | 4,703 | $872K | 0.0% | +1.1% | 0.229% | |
2/2/2024 | Spinnaker Trust | 5,931 | $1.10M | 0.1% | -2.8% | 0.289% | |
2/2/2024 | Atria Wealth Solutions Inc. | 3,378 | $626K | 0.0% | +9.4% | 0.165% | |
1/31/2024 | Kraft Davis & Associates LLC | 11,206 | $2.14M | 0.6% | N/A | 0.547% | |
1/31/2024 | Institute for Wealth Management LLC. | 3,638 | $674K | 0.1% | +8.0% | 0.177% | |
1/30/2024 | Capital Analysts LLC | 1,069 | $198K | 0.0% | N/A | 0.052% | |
1/25/2024 | International Assets Investment Management LLC | 4,820 | $894K | 0.0% | N/A | 0.235% | |
1/24/2024 | International Assets Investment Management LLC | 4,820 | $894K | 0.0% | N/A | 0.235% | |
1/24/2024 | Chevy Chase Trust Holdings LLC | 10,144 | $1.88M | 0.0% | N/A | 0.495% | |
1/23/2024 | Patten & Patten Inc. TN | 5,749 | $1.07M | 0.1% | -2.2% | 0.280% | |
1/23/2024 | Welch Group LLC | 3,542 | $657K | 0.0% | N/A | 0.173% | |
1/22/2024 | Essex Savings Bank | 1,100 | $204K | 0.1% | N/A | 0.054% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 16,418 | $3.04M | 0.0% | +337.2% | 0.801% | |
1/16/2024 | Raymond James & Associates | 43,981 | $8.15M | 0.0% | -22.8% | 2.145% | |
1/12/2024 | CX Institutional | 1,392 | $258K | 0.0% | -17.9% | 0.068% | |
1/11/2024 | Bruce G. Allen Investments LLC | 1,255 | $233K | 0.2% | N/A | 0.061% | |
1/5/2024 | Capital Investment Advisors LLC | 1,268 | $235K | 0.0% | N/A | 0.062% | |
11/27/2023 | Trust Co. of Vermont | 603 | $107K | 0.0% | N/A | 0.029% | |
11/14/2023 | Tower Research Capital LLC TRC | 1,877 | $332K | 0.0% | -3.1% | 0.092% | |
11/13/2023 | LPL Financial LLC | 24,123 | $4.27M | 0.0% | -14.7% | 1.177% | |
11/13/2023 | Envestnet Asset Management Inc. | 64,031 | $11.33M | 0.0% | +135.5% | 3.123% | |
11/13/2023 | Kestra Advisory Services LLC | 1,551 | $274K | 0.0% | -3.8% | 0.076% | |
11/13/2023 | PNC Financial Services Group Inc. | 434 | $77K | 0.0% | +28.8% | 0.021% | |
11/9/2023 | One Capital Management LLC | 2,140 | $379K | 0.0% | N/A | 0.104% | |
11/9/2023 | UBS Group AG | 14,740 | $2.61M | 0.0% | -2.4% | 0.719% | |
11/8/2023 | HighTower Advisors LLC | 1,941 | $343K | 0.0% | +36.5% | 0.095% | |
11/8/2023 | Janney Montgomery Scott LLC | 12,017 | $2.13M | 0.0% | -17.0% | 0.586% | |
11/8/2023 | Atria Wealth Solutions Inc. | 3,088 | $549K | 0.0% | -56.7% | 0.151% | |
11/7/2023 | RiverFront Investment Group LLC | 36,114 | $6.39M | 0.2% | +3.9% | 1.762% | |
11/7/2023 | Merit Financial Group LLC | 10,397 | $1.84M | 0.1% | -2.8% | 0.507% | |
11/4/2023 | NBC Securities Inc. | 215 | $38K | 0.0% | N/A | 0.010% | |
11/3/2023 | SteelPeak Wealth LLC | 1,169 | $208K | 0.0% | N/A | 0.057% | |
11/1/2023 | Orion Portfolio Solutions LLC | 3,996 | $707K | 0.0% | -5.5% | 0.195% | |
10/25/2023 | Apexium Financial LP | 1,144 | $203K | 0.0% | N/A | 0.056% | |
10/25/2023 | Massachusetts Wealth Management | 5,025 | $889K | 0.8% | -4.7% | 0.245% | |
10/24/2023 | Stratos Wealth Advisors LLC | 1,863 | $330K | 0.0% | N/A | 0.091% | |
10/24/2023 | Raymond James & Associates | 56,974 | $10.08M | 0.0% | -0.4% | 2.779% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,164 | $2.33M | 0.0% | -4.4% | 0.642% | |
10/20/2023 | Family Firm Inc. | 3,335 | $590K | 0.2% | -4.0% | 0.163% | |
10/18/2023 | CX Institutional | 1,695 | $300K | 0.0% | N/A | 0.083% | |
8/10/2023 | Commonwealth Equity Services LLC | 13,773 | $2.47M | 0.0% | +1.2% | 0.656% | |
8/10/2023 | AlphaCore Capital LLC | 300 | $54K | 0.0% | N/A | 0.014% | |
8/9/2023 | Coastal Investment Advisors Inc. | 402 | $72K | 0.0% | N/A | 0.019% | |
8/8/2023 | Fisher Asset Management LLC | 41,607 | $7.45M | 0.0% | +7.1% | 1.981% | |
8/4/2023 | Envestnet Asset Management Inc. | 27,193 | $4.87M | 0.0% | -2.9% | 1.295% | |
8/3/2023 | Atria Wealth Solutions Inc. | 7,128 | $1.28M | 0.0% | +82.5% | 0.339% | |
8/3/2023 | Massachusetts Wealth Management | 5,275 | $945K | 0.9% | +5.0% | 0.251% | |
8/2/2023 | Bank of Montreal Can | 20,532 | $3.69M | 0.0% | N/A | 0.978% | |
8/1/2023 | RiverFront Investment Group LLC | 34,744 | $6.22M | 0.2% | +8.0% | 1.654% | |
8/1/2023 | Truist Financial Corp | 4,727 | $847K | 0.0% | -7.4% | 0.225% | |
8/1/2023 | Merit Financial Group LLC | 10,695 | $1.92M | 0.1% | -31.3% | 0.509% | |
8/1/2023 | Spinnaker Trust | 6,100 | $1.09M | 0.1% | -1.4% | 0.290% | |
7/31/2023 | LPL Financial LLC | 28,295 | $5.07M | 0.0% | -1.5% | 1.347% | |
7/31/2023 | Brown Advisory Inc. | 32,334 | $5.79M | 0.0% | -12.7% | 1.540% | |
7/28/2023 | First Republic Investment Management Inc. | 1,505 | $270K | 0.0% | -11.9% | 0.072% | |
7/26/2023 | Janney Montgomery Scott LLC | 14,482 | $2.59M | 0.0% | -20.5% | 0.690% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,781 | $677K | 0.0% | -11.0% | 0.180% | |
7/25/2023 | Raymond James & Associates | 57,184 | $10.24M | 0.0% | -10.3% | 2.723% | |
7/21/2023 | Creative Planning | 1,983 | $355K | 0.0% | -3.2% | 0.094% | |
7/13/2023 | Transcend Capital Advisors LLC | 1,124 | $201K | 0.0% | N/A | 0.054% | |
5/12/2023 | Private Capital Management LLC | 1,100 | $205K | 0.1% | N/A | 0.051% | |
5/12/2023 | Cahill Financial Advisors Inc. | 7,047 | $1.24M | 0.2% | -0.8% | 0.328% | |
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5/11/2023 | RMB Capital Management LLC | 1,521 | $267K | 0.0% | N/A | 0.071% | |
5/11/2023 | Commonwealth Equity Services LLC | 13,615 | $2.39M | 0.0% | +2.1% | 0.633% | |
5/10/2023 | LPL Financial LLC | 28,726 | $5.04M | 0.0% | +7.5% | 1.336% | |
5/9/2023 | Spire Wealth Management | 343 | $60K | 0.0% | +59.5% | 0.016% | |
5/9/2023 | Tower Research Capital LLC TRC | 2,055 | $360K | 0.0% | +249.5% | 0.096% | |
5/5/2023 | Truist Financial Corp | 5,103 | $895K | 0.0% | +50.5% | 0.237% | |
5/1/2023 | Fisher Asset Management LLC | 38,841 | $6.81M | 0.0% | +0.3% | 1.807% | |
5/1/2023 | Family Firm Inc. | 3,629 | $636K | 0.2% | +4.7% | 0.169% | |
4/28/2023 | Ameritas Advisory Services LLC | 385 | $68K | 0.0% | N/A | 0.018% | |
4/28/2023 | Janney Montgomery Scott LLC | 18,205 | $3.19M | 0.0% | +84.7% | 0.847% | |