3/6/2024 | SageView Advisory Group LLC | 21,143 | $0.60M | 0.0% | -28.7% | 0.061% | |
2/28/2024 | EP Wealth Advisors LLC | 9,971 | $0.28M | 0.0% | N/A | 0.029% | |
2/16/2024 | SageView Advisory Group LLC | 21,143 | $0.60M | 0.0% | -28.7% | 0.061% | |
2/15/2024 | OLD Mission Capital LLC | 21,748 | $0.61M | 0.0% | N/A | 0.062% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 29,189 | $0.82M | 0.0% | -1.2% | 0.084% | |
2/14/2024 | Royal Bank of Canada | 5,229 | $0.15M | 0.0% | +18.2% | 0.015% | |
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2/14/2024 | Kestra Advisory Services LLC | 22,250 | $0.62M | 0.0% | +51.4% | 0.064% | |
2/14/2024 | Creative Planning | 77,978 | $2.19M | 0.0% | -21.9% | 0.223% | |
2/14/2024 | Wescott Financial Advisory Group LLC | 46,431 | $1.30M | 0.2% | -20.8% | 0.133% | |
2/13/2024 | Envestnet Asset Management Inc. | 116,826 | $3.28M | 0.0% | +9.6% | 0.335% | |
2/12/2024 | Avestar Capital LLC | 43,325 | $1.21M | 0.1% | +34.8% | 0.124% | |
2/12/2024 | Meridian Management Co. | 463,988 | $13.07M | 3.7% | -67.2% | 1.329% | |
2/9/2024 | Wade Financial Advisory Inc | 263,153 | $7.38M | 2.8% | -1.0% | 0.754% | |
2/9/2024 | SageView Advisory Group LLC | 21,143 | $0.60M | 0.0% | -28.7% | 0.061% | |
2/9/2024 | US Bancorp DE | 10,800 | $0.30M | 0.0% | -52.1% | 0.031% | |
2/9/2024 | Frazier Financial Advisors LLC | 1,062 | $30K | 0.0% | N/A | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 2,527,879 | $70.86M | 0.1% | +0.6% | 7.243% | |
2/9/2024 | Wells Fargo & Company MN | 407,379 | $11.42M | 0.0% | +0.4% | 1.167% | |
2/9/2024 | UBS Group AG | 420,251 | $11.78M | 0.0% | -6.2% | 1.204% | |
2/9/2024 | PNC Financial Services Group Inc. | 2,549 | $71K | 0.0% | -36.2% | 0.007% | |
2/8/2024 | SigFig Wealth Management LLC | 123,895 | $3.47M | 0.1% | +1.2% | 0.355% | |
2/8/2024 | Strategic Financial Services Inc | 6,460,303 | $181.08M | 12.7% | +3.3% | 18.511% | |
2/8/2024 | Horizon Family Wealth Inc. | 122,371 | $3.43M | 2.9% | +10.0% | 0.351% | |
2/7/2024 | Avantax Advisory Services Inc. | 19,744 | $0.55M | 0.0% | -20.3% | 0.057% | |
2/7/2024 | Wealthspire Advisors LLC | 13,147 | $0.37M | 0.0% | -9.9% | 0.038% | |
2/7/2024 | Clearwater Capital Advisors LLC | 1,755,388 | $49.20M | 5.5% | +1.6% | 5.030% | |
2/6/2024 | Signature Resources Capital Management LLC | 1,576 | $44K | 0.0% | N/A | 0.005% | |
2/6/2024 | Stokes Family Office LLC | 630,896 | $17.68M | 2.4% | -41.7% | 1.808% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 505,413 | $14.17M | 9.6% | -2.0% | 1.448% | |
2/5/2024 | Savant Capital LLC | 32,655 | $0.92M | 0.0% | -4.1% | 0.094% | |
2/5/2024 | Brio Consultants LLC | 191,444 | $5.37M | 1.0% | -4.6% | 0.549% | |
2/2/2024 | Callan Capital LLC | 862,694 | $24.18M | 2.3% | -2.6% | 2.472% | |
2/2/2024 | Magnolia Capital Advisors LLC | 22,664 | $0.64M | 0.5% | +1.9% | 0.065% | |
2/1/2024 | GAMMA Investing LLC | 1,006 | $28K | 0.0% | N/A | 0.003% | |
2/1/2024 | Foster & Motley Inc. | 591,761 | $16.59M | 1.2% | -3.0% | 1.696% | |
2/1/2024 | Capital Investment Advisory Services LLC | 19,697 | $0.55M | 0.1% | -36.6% | 0.056% | |
2/1/2024 | CWM LLC | 1,567,231 | $43.93M | 0.2% | -45.5% | 4.491% | |
2/1/2024 | First Command Advisory Services Inc. | 419,315 | $11.75M | 0.1% | +2.1% | 1.201% | |
1/31/2024 | J.W. Cole Advisors Inc. | 11,579 | $0.33M | 0.0% | +10.9% | 0.033% | |
1/29/2024 | Seascape Capital Management | 13,062 | $0.37M | 0.2% | -3.4% | 0.037% | |
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1/29/2024 | Citizens National Bank Trust Department | 149,282 | $4.18M | 1.1% | -1.6% | 0.428% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 3,096 | $87K | 0.0% | N/A | 0.009% | |
1/26/2024 | Cerity Partners LLC | 76,937 | $2.16M | 0.0% | -2.7% | 0.220% | |
1/25/2024 | Phillips Financial Management LLC | 590,923 | $16.56M | 1.4% | -14.0% | 1.693% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 543,721 | $15.24M | 1.0% | +30.9% | 1.558% | |
1/23/2024 | Baker Ellis Asset Management LLC | 31,800 | $0.89M | 0.1% | -11.2% | 0.091% | |
1/19/2024 | AdvisorNet Financial Inc | 5,330 | $0.15M | 0.0% | -17.7% | 0.015% | |
1/18/2024 | Lincoln Capital Corp | 138,367 | $3.88M | 1.9% | -2.0% | 0.396% | |
1/16/2024 | Raymond James & Associates | 870,581 | $24.40M | 0.0% | -0.8% | 2.495% | |
1/16/2024 | Acropolis Investment Management LLC | 171,979 | $4.82M | 0.3% | +6.4% | 0.493% | |
1/12/2024 | Cedar Brook Financial Partners LLC | 85,296 | $2.38M | 0.5% | +2.5% | 0.244% | |
1/11/2024 | Orgel Wealth Management LLC | 14,056 | $0.39M | 0.0% | -93.4% | 0.040% | |
1/10/2024 | Dfpg Investments LLC | 58,017 | $1.60M | 0.1% | +1.1% | 0.166% | |
1/10/2024 | Thrive Wealth Management LLC | 380,226 | $10.66M | 2.4% | +5.3% | 1.089% | |
1/9/2024 | EWG Elevate Inc. | 21,935 | $0.62M | 0.3% | -1.8% | 0.063% | |
1/4/2024 | Arden Trust Co | 981,480 | $27.51M | 4.0% | +11.1% | 2.812% | |
12/6/2023 | Citigroup Inc. | 12,369 | $0.32M | 0.0% | +7.6% | 0.035% | |
11/16/2023 | Creative Planning | 99,874 | $2.58M | 0.0% | -5.1% | 0.286% | |
11/16/2023 | Horizon Family Wealth Inc. | 111,259 | $2.88M | 1.1% | -5.2% | 0.319% | |
11/15/2023 | Integrated Wealth Concepts LLC | 1,034,601 | $26.74M | 0.5% | +2,988.6% | 2.964% | |
11/15/2023 | Ameriprise Financial Inc. | 621,183 | $16.06M | 0.0% | +10.2% | 1.780% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 3,443 | $89K | 0.0% | +1,352.7% | 0.010% | |
11/13/2023 | Mariner LLC | 24,146 | $0.62M | 0.0% | +7.3% | 0.069% | |
11/13/2023 | Stokes Family Office LLC | 1,082,220 | $27.98M | 3.3% | -0.8% | 3.101% | |
11/13/2023 | Envestnet Asset Management Inc. | 106,574 | $2.76M | 0.0% | +4.7% | 0.305% | |
11/13/2023 | Kestra Advisory Services LLC | 14,697 | $0.38M | 0.0% | +41.4% | 0.042% | |
11/13/2023 | PNC Financial Services Group Inc. | 3,997 | $0.10M | 0.0% | +56.8% | 0.011% | |
11/9/2023 | Seascape Capital Management | 13,520 | $0.35M | 0.2% | +3.0% | 0.039% | |
11/9/2023 | Phillips Financial Management LLC | 686,798 | $17.75M | 1.7% | -8.0% | 1.968% | |
11/9/2023 | Citigroup Inc. | 12,369 | $0.32M | 0.0% | +7.6% | 0.035% | |
11/9/2023 | Wescott Financial Advisory Group LLC | 58,618 | $1.52M | 0.3% | -0.7% | 0.168% | |
11/9/2023 | UBS Group AG | 447,902 | $11.58M | 0.0% | -4.4% | 1.283% | |
11/8/2023 | HighTower Advisors LLC | 249,388 | $6.45M | 0.0% | +0.7% | 0.715% | |
11/8/2023 | Janney Montgomery Scott LLC | 19,797 | $0.51M | 0.0% | -10.5% | 0.057% | |
11/8/2023 | First Command Advisory Services Inc. | 410,728 | $10.63M | 0.1% | -8.7% | 1.177% | |
11/7/2023 | Kingsview Wealth Management LLC | 83,207 | $2.15M | 0.1% | +3.4% | 0.238% | |
11/7/2023 | Atria Investments Inc | 161,800 | $4.18M | 0.1% | +14.5% | 0.464% | |
11/7/2023 | Savant Capital LLC | 34,056 | $0.88M | 0.0% | -13.6% | 0.098% | |
11/6/2023 | Callan Capital LLC | 885,503 | $22.89M | 2.4% | -0.6% | 2.537% | |
11/4/2023 | Meridian Management Co. | 1,416,426 | $36.62M | 11.9% | +0.6% | 4.059% | |
11/4/2023 | Coulter & Justus Financial Services LLC | 515,480 | $13.33M | 9.7% | +4.8% | 1.477% | |
11/4/2023 | Aspire Private Capital LLC | 1,182 | $31K | 0.0% | -66.6% | 0.003% | |
11/4/2023 | Magnolia Capital Advisors LLC | 22,232 | $0.56M | 0.5% | -3.5% | 0.064% | |
11/4/2023 | Corient Private Wealth LLC | 2,512,435 | $64.95M | 0.1% | +2.5% | 7.199% | |
11/3/2023 | SageView Advisory Group LLC | 29,648 | $0.77M | 0.0% | -33.8% | 0.085% | |
11/3/2023 | Lincoln Capital Corp | 141,145 | $3.65M | 2.0% | -1.4% | 0.404% | |
11/2/2023 | Capital Investment Advisory Services LLC | 31,046 | $0.80M | 0.1% | -2.3% | 0.089% | |
10/27/2023 | Brio Consultants LLC | 200,682 | $5.19M | 1.0% | +3.6% | 0.575% | |
10/26/2023 | CENTRAL TRUST Co | 1,046 | $27K | 0.0% | N/A | 0.003% | |
10/26/2023 | Orgel Wealth Management LLC | 212,038 | $5.48M | 0.2% | -29.7% | 0.608% | |
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10/26/2023 | Park Avenue Securities LLC | 9,738 | $0.25M | 0.0% | N/A | 0.028% | |
10/25/2023 | Citizens National Bank Trust Department | 151,757 | $3.92M | 1.1% | -1.1% | 0.435% | |
10/25/2023 | Smithbridge Asset Management Inc. DE | 74,777 | $1.93M | 0.5% | +10.9% | 0.214% | |
10/24/2023 | J.W. Cole Advisors Inc. | 10,443 | $0.27M | 0.0% | +14.3% | 0.030% | |
10/24/2023 | Foster & Motley Inc. | 610,270 | $15.78M | 1.3% | -0.1% | 1.749% | |
10/24/2023 | Clearwater Capital Advisors LLC | 1,727,204 | $44.65M | 5.4% | +0.2% | 4.949% | |
10/24/2023 | Raymond James & Associates | 877,529 | $22.68M | 0.0% | +1.4% | 2.514% | |
10/23/2023 | Commonwealth Equity Services LLC | 102,578 | $2.65M | 0.0% | +2.8% | 0.294% | |
10/20/2023 | Avestar Capital LLC | 32,146 | $0.83M | 0.1% | +277.3% | 0.092% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 83,212 | $2.15M | 0.6% | +6.7% | 0.238% | |