5/17/2024 | Pineridge Advisors LLC | 10,695 | $356K | 0.1% | +9.4% | 0.389% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,804 | $326K | 0.0% | -9.9% | 0.327% | |
4/30/2024 | Private Advisor Group LLC | 14,908 | $496K | 0.0% | -44.9% | 0.497% | |
4/30/2024 | HB Wealth Management LLC | 16,617 | $553K | 0.0% | -10.1% | 0.554% | |
4/30/2024 | Granite Bay Wealth Management LLC | 7,723 | $257K | 0.1% | -43.2% | 0.257% | |
4/29/2024 | Castle Wealth Management LLC | 19,644 | $654K | 0.3% | N/A | 0.655% | |
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4/24/2024 | CENTRAL TRUST Co | 60,993 | $2.03M | 0.1% | -2.8% | 2.140% | |
4/23/2024 | KLR Investment Advisors LLC | 18,013 | $577K | 0.4% | -12.9% | 0.632% | |
4/11/2024 | Private Capital Management LLC | 34,040 | $1.08M | 0.2% | +11.2% | 1.154% | |
3/1/2024 | Pineridge Advisors LLC | 9,773 | $310K | 0.1% | N/A | 0.331% | |
2/12/2024 | Avestar Capital LLC | 120,040 | $3.81M | 0.4% | +28.0% | 4.069% | |
2/8/2024 | KLR Investment Advisors LLC | 20,691 | $656K | 0.5% | -1.8% | 0.701% | |
2/7/2024 | Avantax Advisory Services Inc. | 10,887 | $345K | 0.0% | N/A | 0.369% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 12,765 | $405K | 0.0% | +97.0% | 0.433% | |
2/6/2024 | Private Advisor Group LLC | 27,059 | $858K | 0.0% | +14.6% | 0.917% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 13,174 | $418K | 0.1% | N/A | 0.447% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 16,047 | $554K | 0.2% | +147.6% | 0.544% | |
2/2/2024 | Truist Financial Corp | 6,820 | $216K | 0.0% | N/A | 0.231% | |
1/31/2024 | Opes Wealth Management LLC | 81,198 | $2.57M | 0.6% | +3.7% | 2.752% | |
1/30/2024 | Macroview Investment Management LLC | 1,215 | $39K | 0.0% | -27.1% | 0.041% | |
1/29/2024 | Granite Bay Wealth Management LLC | 13,600 | $431K | 0.0% | N/A | 0.461% | |
1/29/2024 | ORG Partners LLC | 2,401 | $76K | 0.0% | N/A | 0.081% | |
1/24/2024 | Stratos Investment Management LLC | 289,496 | $9.18M | 1.1% | +8.0% | 9.813% | |
1/24/2024 | CENTRAL TRUST Co | 62,773 | $1.99M | 0.1% | +33.9% | 2.128% | |
1/23/2024 | Trust Point Inc. | 324,075 | $10.27M | 0.8% | N/A | 10.986% | |
1/11/2024 | Raymond James Trust N.A. | 94,912 | $3.01M | 0.1% | +32.7% | 3.217% | |
1/2/2024 | Global Wealth Strategies & Associates | 1,861 | $59K | 0.0% | -99.0% | 0.063% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 6,481 | $199K | 0.0% | +40.7% | 0.220% | |
11/8/2023 | KLR Investment Advisors LLC | 21,078 | $654K | 0.6% | -3.1% | 0.715% | |
11/3/2023 | Private Advisor Group LLC | 23,616 | $725K | 0.0% | +14.4% | 0.801% | |
11/3/2023 | Opes Wealth Management LLC | 78,326 | $2.41M | 0.7% | +30.6% | 2.655% | |
10/26/2023 | CENTRAL TRUST Co | 46,884 | $1.44M | 0.0% | +11.9% | 1.589% | |
10/24/2023 | Fundamentum LLC | 268,035 | $8.23M | 1.2% | +7.0% | 9.086% | |
10/20/2023 | Global Wealth Strategies & Associates | 180,662 | $5.55M | 2.6% | +9.1% | 6.124% | |
10/20/2023 | Avestar Capital LLC | 93,805 | $2.88M | 0.4% | N/A | 3.180% | |
10/13/2023 | HB Wealth Management LLC | 18,429 | $566K | 0.0% | -43.7% | 0.625% | |
10/11/2023 | AE Wealth Management LLC | 13,273 | $408K | 0.0% | -97.0% | 0.450% | |
8/15/2023 | Private Capital Management LLC | 26,450 | $857K | 0.1% | +52.2% | 0.897% | |
8/11/2023 | Sei Investments Co. | 149,410 | $4.84M | 0.0% | +2.6% | 5.065% | |
8/10/2023 | Cary Street Partners Investment Advisory LLC | 4,606 | $149K | 0.0% | +14.8% | 0.156% | |
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8/10/2023 | Private Advisor Group LLC | 20,649 | $673K | 0.0% | +17.0% | 0.700% | |
8/10/2023 | Cetera Advisor Networks LLC | 41,858 | $1.36M | 0.0% | -3.1% | 1.419% | |
8/8/2023 | KLR Investment Advisors LLC | 21,760 | $705K | 0.6% | +3.2% | 0.738% | |
8/3/2023 | Opes Wealth Management LLC | 59,985 | $1.94M | 0.6% | +14.0% | 2.033% | |
7/26/2023 | CENTRAL TRUST Co | 41,914 | $1.36M | 0.0% | -30.4% | 1.445% | |
7/25/2023 | Raymond James & Associates | 9,452 | $306K | 0.0% | -10.8% | 0.326% | |
7/18/2023 | Fundamentum LLC | 250,471 | $8.12M | 1.2% | +6.0% | 8.637% | |
7/13/2023 | HB Wealth Management LLC | 32,720 | $1.06M | 0.0% | -40.5% | 1.128% | |
7/10/2023 | AE Wealth Management LLC | 438,382 | $14.21M | 0.1% | +20.4% | 15.117% | |
7/5/2023 | Global Wealth Strategies & Associates | 165,532 | $5.36M | 2.5% | +5.6% | 5.708% | |
5/15/2023 | KLR Investment Advisors LLC | 21,078 | $654K | 0.6% | N/A | 0.715% | |
5/11/2023 | Envestnet Asset Management Inc. | 21,939 | $681K | 0.0% | -34.7% | 0.744% | |
5/10/2023 | Private Advisor Group LLC | 17,655 | $548K | 0.0% | N/A | 0.598% | |
5/3/2023 | Raymond James Trust N.A. | 59,662 | $1.85M | 0.1% | -0.9% | 2.022% | |
5/2/2023 | Opes Wealth Management LLC | 52,605 | $1.63M | 0.5% | +7.1% | 1.783% | |
5/1/2023 | Truadvice LLC | 9,780 | $307K | 0.1% | +4.9% | 0.332% | |
5/1/2023 | Fundamentum LLC | 236,372 | $7.34M | 1.2% | +12.1% | 8.013% | |
4/19/2023 | CENTRAL TRUST Co | 60,207 | $1.87M | 0.1% | -41.8% | 2.041% | |
4/18/2023 | Macroview Investment Management LLC | 1,746 | $54K | 0.1% | -27.4% | 0.059% | |
4/14/2023 | AE Wealth Management LLC | 364,177 | $11.30M | 0.1% | +19.1% | 12.345% | |
4/14/2023 | Raymond James & Associates | 10,597 | $329K | 0.0% | -9.4% | 0.359% | |
4/13/2023 | HB Wealth Management LLC | 54,959 | $1.71M | 0.0% | -39.4% | 1.691% | |
4/3/2023 | Global Wealth Strategies & Associates | 156,761 | $4.87M | 2.5% | +13.2% | 4.823% | |
3/6/2023 | OLD Mission Capital LLC | 29,789 | $895K | 0.0% | -67.1% | 0.917% | |
2/14/2023 | Cary Street Partners Asset Management LLC | 50,801 | $1.53M | 0.3% | N/A | 1.563% | |
2/13/2023 | Heritage Wealth Management LLC | 6,294 | $189K | 0.0% | +92.9% | 0.194% | |
2/10/2023 | Good Life Advisors LLC | 38,045 | $1.14M | 0.2% | -17.5% | 1.171% | |
2/10/2023 | Sei Investments Co. | 133,170 | $4.00M | 0.0% | +4.8% | 4.098% | |
2/7/2023 | Envestnet Asset Management Inc. | 33,610 | $1.01M | 0.0% | +2.8% | 1.034% | |
2/2/2023 | Raymond James Trust N.A. | 60,224 | $1.81M | 0.1% | -4.4% | 1.853% | |
1/31/2023 | AE Wealth Management LLC | 305,858 | $9.19M | 0.1% | -1.5% | 9.411% | |
1/31/2023 | Opes Wealth Management LLC | 49,138 | $1.48M | 0.5% | -4.3% | 1.512% | |
1/26/2023 | CENTRAL TRUST Co | 103,399 | $3.11M | 0.1% | -64.6% | 3.182% | |
1/20/2023 | HB Wealth Management LLC | 90,711 | $2.72M | 0.0% | +39.1% | 2.708% | |
1/19/2023 | Fundamentun LLC | 210,837 | $6.33M | 1.1% | +4.5% | 6.294% | |
1/17/2023 | Global Wealth Strategies & Associates | 138,447 | $4.16M | 2.4% | N/A | 4.133% | |
11/15/2022 | Stonebridge Capital Advisors LLC | 1,200 | $36K | 0.0% | N/A | 0.039% | |
11/15/2022 | Cary Street Partners Investment Advisory LLC | 11,831 | $353K | 0.0% | -52.3% | 0.376% | |
11/14/2022 | Heritage Wealth Management LLC | 3,263 | $97K | 0.0% | -30.9% | 0.104% | |
11/14/2022 | OLD Mission Capital LLC | 90,647 | $2.70M | 0.1% | +101.0% | 2.878% | |
11/7/2022 | Truadvice LLC | 9,608 | $293K | 0.2% | -4.1% | 0.305% | |
11/2/2022 | Rockefeller Capital Management L.P. | 2,000 | $59K | 0.0% | N/A | 0.063% | |
11/1/2022 | Opes Wealth Management LLC | 51,324 | $1.53M | 0.6% | +0.6% | 1.629% | |
10/25/2022 | AE Wealth Management LLC | 310,372 | $9.26M | 0.1% | +172.9% | 9.699% | |
10/24/2022 | Fundamentun LLC | 201,842 | $6.02M | 1.2% | +13.0% | 6.308% | |
10/21/2022 | RHS Financial LLC | 7,415 | $221K | 0.2% | -20.3% | 0.228% | |
10/21/2022 | Great Valley Advisor Group Inc. | 10,306 | $307K | 0.0% | +4.0% | 0.317% | |
10/19/2022 | HB Wealth Management LLC | 65,191 | $1.94M | 0.0% | +42.2% | 2.006% | |
10/13/2022 | Good Life Advisors LLC | 46,139 | $1.38M | 0.2% | N/A | 1.420% | |
10/4/2022 | AdvisorNet Financial Inc | 1,200 | $36K | 0.0% | N/A | 0.040% | |
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9/6/2022 | Fundamentun LLC | 178,557 | $5.71M | 1.1% | +8.8% | 5.952% | |
8/15/2022 | Heritage Wealth Management LLC | 4,723 | $151K | 0.1% | N/A | 0.157% | |
8/11/2022 | Cetera Advisor Networks LLC | 23,453 | $749K | 0.0% | +36.5% | 0.782% | |
8/5/2022 | OLD Mission Capital LLC | 45,101 | $1.44M | 0.0% | +137.5% | 1.503% | |
8/3/2022 | Envestnet Asset Management Inc. | 15,372 | $491K | 0.0% | +87.3% | 0.512% | |
8/3/2022 | AE Wealth Management LLC | 113,722 | $3.63M | 0.0% | -0.4% | 3.791% | |
7/27/2022 | Klingman & Associates LLC | 13,435 | $429K | 0.0% | -8.5% | 0.448% | |
7/19/2022 | Great Valley Advisor Group Inc. | 9,914 | $317K | 0.0% | N/A | 0.325% | |
7/15/2022 | RHS Financial LLC | 9,303 | $297K | 0.2% | -36.0% | 0.305% | |
5/12/2022 | Cetera Advisor Networks LLC | 17,185 | $603K | 0.0% | +12.8% | 0.573% | |