4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,295,375 | $36.27M | 0.1% | -34.6% | 3.044% | |
4/22/2024 | Raymond James & Associates | 1,035,894 | $29.01M | 0.0% | -1.5% | 2.435% | |
4/19/2024 | Cornerstone Wealth Management LLC | 253,210 | $7.09M | 0.6% | +3.7% | 0.595% | |
4/17/2024 | Trilogy Capital Inc. | 1,064,898 | $29.82M | 1.7% | -6.2% | 2.503% | |
4/16/2024 | Howard Financial Services LTD. | 144,389 | $4.04M | 0.7% | -6.7% | 0.339% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,655 | $830K | 0.0% | -13.9% | 0.070% | |
|
4/15/2024 | Flagstar Advisors Inc. | 54,400 | $1.52M | 0.4% | -1.8% | 0.128% | |
4/12/2024 | Fermata Advisors LLC | 71,312 | $2.00M | 0.4% | -7.2% | 0.168% | |
4/12/2024 | AdvisorNet Financial Inc | 8,694 | $243K | 0.0% | -16.0% | 0.020% | |
4/10/2024 | KMG Fiduciary Partners LLC | 20,745 | $581K | 0.1% | -37.1% | 0.036% | |
4/3/2024 | Arden Trust Co | 662,724 | $18.56M | 2.6% | +0.2% | 1.136% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 16,389 | $449K | 0.3% | -25.4% | 0.028% | |
2/14/2024 | Bennett Associates Wealth Management | 169,900 | $4.66M | 4.5% | N/A | 0.291% | |
2/13/2024 | Vawter Financial Ltd. | 259,636 | $7.12M | 5.6% | +33.7% | 0.445% | |
2/12/2024 | Goldstein Advisors LLC | 319,036 | $8.75M | 1.5% | +1.4% | 0.547% | |
2/9/2024 | D.A. Davidson & CO. | 38,183 | $1.05M | 0.0% | -2.3% | 0.065% | |
2/9/2024 | Coldstream Capital Management Inc. | 82,819 | $2.27M | 0.1% | -45.6% | 0.142% | |
2/9/2024 | UBS Group AG | 1,998,430 | $54.80M | 0.0% | -6.5% | 3.425% | |
2/7/2024 | Avantax Advisory Services Inc. | 5,019,384 | $137.63M | 1.4% | -14.8% | 8.602% | |
2/7/2024 | Ieq Capital LLC | 9,185 | $252K | 0.0% | -25.4% | 0.016% | |
2/6/2024 | Private Advisor Group LLC | 427,929 | $11.73M | 0.1% | +1.4% | 0.733% | |
2/5/2024 | Hartford Funds Management Co LLC | 3,340,044 | $91.58M | 9.0% | -0.2% | 5.724% | |
2/2/2024 | Truist Financial Corp | 117,128 | $3.21M | 0.0% | -14.8% | 0.201% | |
2/1/2024 | Foster & Motley Inc. | 1,821,649 | $49.95M | 3.7% | +3.2% | 3.122% | |
2/1/2024 | CWM LLC | 2,570 | $70K | 0.0% | +136.2% | 0.004% | |
1/29/2024 | Baystate Wealth Management LLC | 899,400 | $24.66M | 1.8% | +3.7% | 1.541% | |
1/29/2024 | Clarius Group LLC | 637,242 | $17.47M | 1.4% | -5.9% | 1.092% | |
1/26/2024 | Cerity Partners LLC | 8,012,073 | $219.69M | 0.4% | -1.6% | 13.731% | |
1/24/2024 | Cranbrook Wealth Management LLC | 83,295 | $2.28M | 0.6% | -10.2% | 0.143% | |
1/24/2024 | Allworth Financial LP | 51,563 | $1.41M | 0.0% | -17.1% | 0.088% | |
1/24/2024 | Sowa Financial Group Inc. | 110,580 | $3.03M | 2.5% | -19.5% | 0.190% | |
1/23/2024 | DAVENPORT & Co LLC | 15,062 | $413K | 0.0% | -7.8% | 0.026% | |
1/19/2024 | AdvisorNet Financial Inc | 10,352 | $284K | 0.0% | -13.9% | 0.018% | |
1/19/2024 | Fermata Advisors LLC | 76,837 | $2.11M | 0.5% | +0.7% | 0.132% | |
1/19/2024 | Wagner Wealth Management LLC | 197,993 | $5.43M | 1.8% | +2.9% | 0.339% | |
1/19/2024 | Flagstar Advisors Inc. | 55,388 | $1.52M | 0.5% | -3.4% | 0.095% | |
1/18/2024 | Global Retirement Partners LLC | 2,088 | $56K | 0.0% | +60.6% | 0.004% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,981,042 | $54.32M | 0.1% | -0.9% | 3.395% | |
1/16/2024 | Raymond James & Associates | 1,051,319 | $28.83M | 0.0% | +0.7% | 1.802% | |
1/12/2024 | Advisor Resource Council | 8,655 | $237K | 0.0% | N/A | 0.015% | |
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1/12/2024 | Trilogy Capital Inc. | 1,135,188 | $31.13M | 1.9% | -8.1% | 1.945% | |
1/11/2024 | BKM Wealth Management LLC | 8,467 | $232K | 0.0% | N/A | 0.015% | |
1/11/2024 | Baker Tilly Wealth Management LLC | 153,048 | $4.20M | 0.7% | -39.1% | 0.262% | |
1/11/2024 | Amplius Wealth Advisors LLC | 7,546 | $207K | 0.0% | N/A | 0.013% | |
1/11/2024 | KMG Fiduciary Partners LLC | 32,970 | $904K | 0.1% | -30.2% | 0.057% | |
1/11/2024 | BKM Wealth Management LLC | 8,467 | $232K | 0.0% | N/A | 0.015% | |
1/10/2024 | Cornerstone Wealth Management LLC | 244,098 | $6.69M | 0.6% | +5.6% | 0.418% | |
1/9/2024 | Howard Financial Services LTD. | 154,736 | $4.24M | 0.8% | -8.2% | 0.265% | |
1/5/2024 | WealthPLAN Partners LLC | 190,312 | $5.22M | 0.5% | +66.3% | 0.326% | |
1/5/2024 | WealthPlan Investment Management LLC | 7,343 | $201K | 0.0% | -93.6% | 0.013% | |
1/4/2024 | Arden Trust Co | 661,206 | $18.13M | 2.7% | +1.3% | 1.133% | |
12/20/2023 | Vawter Financial Ltd. | 194,235 | $4.98M | 5.5% | -26.9% | 0.333% | |
12/6/2023 | Citigroup Inc. | 29,191 | $749K | 0.0% | -2.8% | 0.050% | |
12/1/2023 | Wellington Management Group LLP | 50,852 | $1.30M | 0.0% | -56.5% | 0.087% | |
11/16/2023 | Vawter Financial Ltd. | 61,877 | $1.59M | 6.9% | -76.7% | 0.106% | |
11/15/2023 | WealthPlan Investment Management LLC | 114,425 | $2.94M | 0.4% | +6,719.1% | 0.196% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 170,327 | $4.37M | 0.0% | N/A | 0.292% | |
11/15/2023 | Lido Advisors LLC | 179,219 | $4.60M | 0.0% | +24.7% | 0.307% | |
11/15/2023 | Evergreen Capital Management LLC | 193,640 | $4.97M | 0.2% | -1.3% | 0.332% | |
11/13/2023 | Mariner LLC | 22,584 | $579K | 0.0% | -52.2% | 0.039% | |
11/13/2023 | LPL Financial LLC | 760,087 | $19.50M | 0.0% | +12.3% | 1.303% | |
11/13/2023 | Envestnet Asset Management Inc. | 237,783 | $6.10M | 0.0% | +146.1% | 0.408% | |
11/13/2023 | WCG Wealth Advisors LLC | 1,220,091 | $31.69M | 2.3% | +5.2% | 2.091% | |
11/13/2023 | Kestra Advisory Services LLC | 58,071 | $1.49M | 0.0% | -27.2% | 0.100% | |
11/9/2023 | Citigroup Inc. | 29,191 | $749K | 0.0% | -2.8% | 0.050% | |
11/9/2023 | UBS Group AG | 2,138,063 | $54.84M | 0.0% | +11.0% | 3.664% | |
11/8/2023 | HighTower Advisors LLC | 32,716 | $839K | 0.0% | -23.5% | 0.056% | |
11/8/2023 | D.A. Davidson & CO. | 39,101 | $1.00M | 0.0% | -4.4% | 0.067% | |
11/8/2023 | Janney Montgomery Scott LLC | 10,626 | $273K | 0.0% | -5.4% | 0.018% | |
11/8/2023 | Claris Advisors LLC MO | 8,765 | $225K | 0.1% | N/A | 0.015% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 68,276 | $1.75M | 0.0% | -59.4% | 0.117% | |
11/8/2023 | Avantax Advisory Services Inc. | 5,894,027 | $151.18M | 1.7% | +1.1% | 10.101% | |
11/7/2023 | Cobblestone Capital Advisors LLC NY | 53,966 | $1.38M | 0.1% | -3.5% | 0.092% | |
11/7/2023 | Fermata Advisors LLC | 76,314 | $1.96M | 0.6% | -4.4% | 0.131% | |
11/7/2023 | Cornerstone Wealth Management LLC | 231,123 | $5.93M | 0.6% | +3.1% | 0.396% | |
11/3/2023 | Private Advisor Group LLC | 421,813 | $10.82M | 0.1% | +12.6% | 0.723% | |
11/2/2023 | Coldstream Capital Management Inc. | 152,257 | $3.91M | 0.1% | -42.0% | 0.261% | |
11/2/2023 | WealthPlan Investment Management LLC | 114,425 | $2.94M | 0.3% | +6,719.1% | 0.196% | |
10/31/2023 | Allworth Financial LP | 62,186 | $1.60M | 0.0% | -15.7% | 0.107% | |
10/27/2023 | White Pine Investment CO | 18,081 | $464K | 0.2% | -19.0% | 0.031% | |
10/26/2023 | Baystate Wealth Management LLC | 867,013 | $22.24M | 1.8% | +3.1% | 1.486% | |
10/25/2023 | KMG Fiduciary Partners LLC | 47,210 | $1.21M | 0.2% | -1.6% | 0.081% | |
10/24/2023 | Cranbrook Wealth Management LLC | 92,765 | $2.38M | 0.7% | -3.2% | 0.159% | |
10/24/2023 | Foster & Motley Inc. | 1,765,853 | $45.29M | 3.7% | +3.4% | 3.026% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 1,999,944 | $51.30M | 0.1% | +0.6% | 3.427% | |
10/24/2023 | Raymond James & Associates | 1,043,720 | $26.77M | 0.0% | +5.0% | 1.789% | |
10/23/2023 | Sowa Financial Group Inc. | 137,440 | $3.53M | 2.6% | -14.7% | 0.236% | |
10/23/2023 | Commonwealth Equity Services LLC | 147,919 | $3.79M | 0.0% | -12.7% | 0.254% | |
10/19/2023 | Clarius Group LLC | 677,136 | $17.37M | 1.7% | -8.9% | 1.160% | |
10/18/2023 | Goldstein Advisors LLC | 314,610 | $8.07M | 1.7% | +2.5% | 0.539% | |
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10/18/2023 | Wagner Wealth Management LLC | 192,462 | $4.94M | 1.8% | +8.1% | 0.330% | |
10/17/2023 | DAVENPORT & Co LLC | 16,342 | $419K | 0.0% | -15.2% | 0.028% | |
10/16/2023 | Trilogy Capital Inc. | 1,234,926 | $31.68M | 2.1% | -2.7% | 2.116% | |
10/13/2023 | Global Retirement Partners LLC | 1,300 | $32K | 0.0% | -80.5% | 0.002% | |
10/12/2023 | IFP Advisors Inc | 19,550 | $501K | 0.0% | -37.6% | 0.034% | |
10/12/2023 | AdvisorNet Financial Inc | 12,017 | $308K | 0.0% | +14.0% | 0.021% | |
10/10/2023 | Arden Trust Co | 652,729 | $16.74M | 2.8% | +10.4% | 1.119% | |
9/21/2023 | Baystate Wealth Management LLC | 840,928 | $22.13M | 1.7% | +4.0% | 1.441% | |
8/16/2023 | PCA Investment Advisory Services Inc. | 22,227 | $585K | 0.3% | -8.5% | 0.038% | |
8/14/2023 | Cerity Partners LLC | 6,757,613 | $177.86M | 0.7% | N/A | 11.581% | |