4/23/2024 | Global Retirement Partners LLC | 2,249 | $168K | 0.0% | +28.2% | 0.055% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 46,198 | $3.46M | 0.0% | -16.8% | 1.124% | |
4/22/2024 | Nilsine Partners LLC | 22,541 | $1.69M | 0.2% | -6.4% | 0.548% | |
4/22/2024 | PFG Investments LLC | 2,929 | $219K | 0.0% | N/A | 0.071% | |
4/19/2024 | Accel Wealth Management | 3,633 | $272K | 0.1% | N/A | 0.088% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 7,020 | $526K | 0.0% | -2.8% | 0.171% | |
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4/15/2024 | Wealthcare Advisory Partners LLC | 8,856 | $663K | 0.0% | -25.5% | 0.215% | |
4/15/2024 | SMI Advisory Services LLC | 77,972 | $5.69M | 1.6% | N/A | 1.897% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,635 | $166K | 0.0% | -27.5% | 0.059% | |
2/12/2024 | Focus Financial Network Inc. ADV | 3,250 | $205K | 0.0% | N/A | 0.073% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 24,202 | $1.53M | 0.0% | +11.1% | 0.545% | |
2/8/2024 | Beacon Pointe Advisors LLC | 5,738 | $362K | 0.0% | -26.5% | 0.129% | |
2/8/2024 | MinichMacGregor Wealth Management LLC | 5,802 | $366K | 0.1% | -17.2% | 0.131% | |
2/7/2024 | Northwest Financial Advisors | 2,854 | $180K | 0.2% | N/A | 0.064% | |
2/6/2024 | Private Advisor Group LLC | 9,291 | $586K | 0.0% | +12.5% | 0.209% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 11,886 | $750K | 0.0% | -35.9% | 0.268% | |
2/5/2024 | Choreo LLC | 3,674 | $232K | 0.0% | N/A | 0.083% | |
2/2/2024 | Absolute Capital Management LLC | 3,500 | $221K | 0.2% | N/A | 0.079% | |
2/2/2024 | Truist Financial Corp | 45,131 | $2.85M | 0.0% | +4.8% | 1.016% | |
1/25/2024 | Western Financial Corp CA | 6,491 | $410K | 0.3% | -5.2% | 0.146% | |
1/23/2024 | DAVENPORT & Co LLC | 15,097 | $953K | 0.0% | +49.4% | 0.340% | |
1/18/2024 | Global Retirement Partners LLC | 1,754 | $108K | 0.0% | +23.5% | 0.040% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 55,520 | $3.50M | 0.0% | +2.0% | 1.250% | |
1/16/2024 | Raymond James & Associates | 75,132 | $4.74M | 0.0% | -10.3% | 1.692% | |
11/24/2023 | EP Wealth Advisors LLC | 12,086 | $610K | 0.0% | +563.3% | 0.272% | |
11/13/2023 | Stifel Financial Corp | 43,372 | $2.19M | 0.0% | +1.1% | 0.977% | |
11/13/2023 | LPL Financial LLC | 175,361 | $8.85M | 0.0% | +3.0% | 3.950% | |
11/8/2023 | HighTower Advisors LLC | 523,791 | $26.44M | 0.0% | -3.2% | 11.797% | |
11/7/2023 | Carr Financial Group Corp | 10,976 | $581K | 0.2% | +57.3% | 0.247% | |
11/3/2023 | Private Advisor Group LLC | 8,261 | $417K | 0.0% | -22.0% | 0.186% | |
11/1/2023 | Nilsine Partners LLC | 24,172 | $1.22M | 0.2% | +1.0% | 0.544% | |
10/25/2023 | Horizon Wealth Management LLC | 9,321 | $470K | 0.2% | -91.7% | 0.210% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 54,414 | $2.75M | 0.0% | +2.0% | 1.226% | |
10/24/2023 | Raymond James & Associates | 83,760 | $4.23M | 0.0% | +3.9% | 1.886% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 21,789 | $1.10M | 0.0% | -7.3% | 0.491% | |
10/23/2023 | Commonwealth Equity Services LLC | 9,051 | $457K | 0.0% | +2.8% | 0.204% | |
10/18/2023 | Private Trust Co. NA | 549 | $28K | 0.0% | -48.6% | 0.012% | |
10/17/2023 | DAVENPORT & Co LLC | 10,103 | $510K | 0.0% | +4.7% | 0.228% | |
10/16/2023 | MinichMacGregor Wealth Management LLC | 7,008 | $354K | 0.1% | -3.1% | 0.158% | |
10/13/2023 | Global Retirement Partners LLC | 1,420 | $70K | 0.0% | -72.1% | 0.032% | |
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10/12/2023 | Wealthcare Advisory Partners LLC | 18,532 | $935K | 0.0% | +10.7% | 0.417% | |
8/11/2023 | Beacon Harbor Wealth Advisors Inc. | 172,480 | $9.38M | 3.1% | N/A | 3.885% | |
8/10/2023 | Private Advisor Group LLC | 10,589 | $576K | 0.0% | -42.8% | 0.238% | |
8/10/2023 | Meitav Investment House Ltd. | 3,086 | $168K | 0.0% | N/A | 0.070% | |
8/9/2023 | Coastal Investment Advisors Inc. | 500 | $27K | 0.0% | N/A | 0.011% | |
8/8/2023 | Prospera Financial Services Inc | 17,160 | $933K | 0.0% | +13.8% | 0.386% | |
8/7/2023 | Steward Financial Group LLC | 556 | $30K | 0.0% | N/A | 0.013% | |
8/4/2023 | Advisors Preferred LLC | 487 | $26K | 0.0% | +220.4% | 0.011% | |
8/2/2023 | MAI Capital Management | 32,957 | $1.79M | 0.0% | -8.0% | 0.742% | |
8/1/2023 | Truist Financial Corp | 42,745 | $2.32M | 0.0% | N/A | 0.963% | |
7/31/2023 | LPL Financial LLC | 170,190 | $9.26M | 0.0% | +17.9% | 3.833% | |
7/31/2023 | Horizon Wealth Management LLC | 111,681 | $6.07M | 2.4% | N/A | 2.515% | |
7/28/2023 | Private Trust Co. NA | 1,068 | $58K | 0.0% | +102.7% | 0.028% | |
7/27/2023 | Western Financial Corp CA | 6,322 | $344K | 0.2% | -3.9% | 0.164% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 53,358 | $2.90M | 0.0% | -49.4% | 1.382% | |
7/25/2023 | Raymond James & Associates | 80,614 | $4.38M | 0.0% | +27.0% | 2.088% | |
7/21/2023 | Nilsine Partners LLC | 23,943 | $1.30M | 0.2% | -6.0% | 0.620% | |
7/20/2023 | Global Retirement Partners LLC | 5,095 | $277K | 0.0% | +1,381.1% | 0.132% | |
7/20/2023 | DAVENPORT & Co LLC | 9,650 | $525K | 0.0% | +5.4% | 0.250% | |
7/17/2023 | Great Diamond Partners LLC | 27,962 | $1.52M | 0.4% | N/A | 0.724% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 16,745 | $911K | 0.0% | +3.5% | 0.434% | |
7/17/2023 | Carr Financial Group Corp | 6,979 | $379K | 0.2% | N/A | 0.181% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 23,517 | $1.28M | 0.0% | +277.0% | 0.609% | |
6/5/2023 | EP Wealth Advisors LLC | 19,554 | $362K | 0.0% | N/A | 0.527% | |
5/12/2023 | HighTower Advisors LLC | 488,182 | $22.40M | 0.0% | N/A | 13.159% | |
5/10/2023 | Private Advisor Group LLC | 18,501 | $849K | 0.0% | N/A | 0.499% | |
5/10/2023 | MAI Capital Management | 35,814 | $1.64M | 0.0% | -2.3% | 0.965% | |
5/10/2023 | LPL Financial LLC | 144,406 | $6.63M | 0.0% | +110.0% | 3.892% | |
5/9/2023 | Spire Wealth Management | 1,110 | $51K | 0.0% | +500.0% | 0.030% | |
5/5/2023 | Scissortail Wealth Management LLC | 450 | $5.41B | 1.3% | N/A | 0.012% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 16,171 | $742K | 0.0% | N/A | 0.436% | |
5/4/2023 | Scissortail Wealth Management LLC | 450 | $5.41B | 0.2% | N/A | 0.012% | |
4/28/2023 | SOA Wealth Advisors LLC. | 5,150 | $236K | 0.1% | +46.5% | 0.139% | |
4/27/2023 | DAVENPORT & Co LLC | 9,157 | $420K | 0.0% | N/A | 0.247% | |
4/20/2023 | Hennion & Walsh Asset Management Inc. | 8,695 | $399K | 0.0% | N/A | 0.234% | |
4/20/2023 | Western Financial Corp CA | 6,580 | $302K | 0.2% | N/A | 0.177% | |
4/19/2023 | MinichMacGregor Wealth Management LLC | 7,158 | $328K | 0.1% | N/A | 0.193% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 105,519 | $4.84M | 0.0% | +466.8% | 2.844% | |
4/14/2023 | Raymond James & Associates | 63,489 | $2.91M | 0.0% | +539.6% | 1.711% | |
2/9/2023 | MAI Capital Management | 36,670 | $1.50M | 0.0% | -2.5% | 1.461% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 18,617 | $760K | 0.0% | -7.8% | 0.742% | |
2/7/2023 | Commonwealth Equity Services LLC | 11,721 | $478K | 0.0% | -25.6% | 0.467% | |
2/7/2023 | LPL Financial LLC | 68,775 | $2.81M | 0.0% | -36.4% | 2.740% | |
2/6/2023 | Ibex Wealth Advisors | 5,335 | $218K | 0.0% | -11.7% | 0.213% | |
2/3/2023 | CX Institutional | 6,873 | $280K | 0.0% | -55.6% | 0.274% | |
1/10/2023 | SOA Wealth Advisors LLC. | 3,515 | $143K | 0.0% | -34.4% | 0.138% | |
11/15/2022 | Belpointe Asset Management LLC | 2,780 | $103K | 0.0% | -19.4% | 0.101% | |
11/10/2022 | Tower Research Capital LLC TRC | 23,613 | $877K | 0.0% | +11.7% | 0.862% | |
11/8/2022 | Hudson Value Partners LLC | 11,550 | $429K | 0.3% | -23.4% | 0.422% | |
11/7/2022 | Spire Wealth Management | 3,819 | $142K | 0.0% | -10.6% | 0.139% | |
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11/4/2022 | CX Institutional | 15,490 | $576K | 0.0% | N/A | 0.565% | |
11/2/2022 | Rockefeller Capital Management L.P. | 1,000 | $37K | 0.0% | -50.0% | 0.036% | |
10/27/2022 | Prospera Financial Services Inc | 11,243 | $417K | 0.0% | +49.0% | 0.404% | |
10/25/2022 | Raymond James & Associates | 10,514 | $391K | 0.0% | -57.8% | 0.378% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 20,188 | $751K | 0.0% | -6.4% | 0.726% | |
8/12/2022 | LPL Financial LLC | 185,158 | $6.86M | 0.0% | +17.4% | 6.111% | |
8/9/2022 | SeaCrest Wealth Management LLC | 1,683 | $62K | 0.0% | N/A | 0.056% | |
8/8/2022 | WMG Financial Advisors LLC | 6,940 | $255K | 0.2% | -49.5% | 0.229% | |
8/8/2022 | Prospera Financial Services Inc | 7,545 | $280K | 0.0% | -33.6% | 0.249% | |
7/29/2022 | Hudson Value Partners LLC | 15,075 | $559K | 0.4% | -32.8% | 0.493% | |