5/24/2024 | Cetera Advisors LLC | 6,754 | $342K | 0.0% | N/A | 0.094% | |
5/14/2024 | Commonwealth Financial Services LLC | 23,750 | $1.20M | 0.3% | +8.7% | 0.334% | |
5/10/2024 | TIAA Trust National Association | 4,235 | $215K | 0.0% | N/A | 0.060% | |
5/10/2024 | Truepoint Inc. | 4,078 | $207K | 0.0% | N/A | 0.057% | |
5/9/2024 | Tradewinds LLC. | 4,781 | $242K | 0.2% | N/A | 0.067% | |
5/7/2024 | Facet Wealth Inc. | 4,280 | $212K | 0.0% | N/A | 0.060% | |
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5/7/2024 | Oppenheimer & Co. Inc. | 7,936 | $402K | 0.0% | +5.3% | 0.112% | |
5/1/2024 | Connecticut Wealth Management LLC | 12,300 | $624K | 0.0% | -19.9% | 0.173% | |
5/1/2024 | Prosperity Consulting Group LLC | 48,935 | $2.48M | 0.3% | N/A | 0.688% | |
4/30/2024 | J.W. Cole Advisors Inc. | 5,352 | $271K | 0.0% | +6.4% | 0.075% | |
4/29/2024 | Commonwealth Equity Services LLC | 53,459 | $2.71M | 0.0% | -2.1% | 0.752% | |
4/29/2024 | Greenleaf Trust | 1,825 | $93K | 0.0% | N/A | 0.026% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 44,115 | $2.24M | 0.0% | +123.4% | 0.637% | |
4/25/2024 | Christopher J. Hasenberg Inc | 99,984 | $5.07M | 2.5% | N/A | 1.443% | |
4/22/2024 | Berry Wealth Group LP | 4,250 | $215K | 0.2% | N/A | 0.061% | |
4/19/2024 | Valley National Advisers Inc. | 540 | $27K | 0.0% | N/A | 0.008% | |
4/16/2024 | Toth Financial Advisory Corp | 750 | $38K | 0.0% | N/A | 0.011% | |
4/15/2024 | RMR Wealth Builders | 3,985 | $202K | 0.0% | N/A | 0.058% | |
3/6/2024 | Willner & Heller LLC | 12,596 | $520K | 0.6% | N/A | 0.196% | |
2/9/2024 | Coldstream Capital Management Inc. | 147,238 | $6.07M | 0.2% | -31.0% | 2.286% | |
2/8/2024 | Pacific Sun Financial Corp | 11,955 | $493K | 0.3% | -13.8% | 0.186% | |
2/2/2024 | New England Private Wealth Advisors LLC | 196,002 | $8.09M | 1.5% | -2.0% | 3.044% | |
1/31/2024 | J.W. Cole Advisors Inc. | 5,030 | $208K | 0.0% | N/A | 0.078% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 895 | $37K | 0.0% | N/A | 0.014% | |
1/19/2024 | Compton Wealth Advisory Group LLC | 50,500 | $2.08M | 0.7% | -3.8% | 0.784% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 21,622 | $892K | 0.0% | -16.5% | 0.336% | |
1/16/2024 | Raymond James & Associates | 6,188 | $255K | 0.0% | N/A | 0.096% | |
1/12/2024 | Twelve Points Wealth Management LLC | 151,634 | $6.26M | 3.0% | +8.4% | 2.355% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 50,732 | $2.09M | 0.8% | -10.4% | 0.788% | |
12/11/2023 | Sunbelt Securities Inc. | 874 | $34K | 0.0% | +402.3% | 0.014% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 5,663 | $222K | 0.0% | +400.7% | 0.088% | |
11/27/2023 | AllSquare Wealth Management LLC | 1,525 | $60K | 0.0% | +400.0% | 0.024% | |
11/15/2023 | KPP Advisory Services LLC | 38,075 | $1.49M | 0.5% | N/A | 0.591% | |
11/14/2023 | Northeast Financial Consultants Inc | 21,000 | $823K | 0.1% | +400.0% | 0.326% | |
11/14/2023 | Tower Research Capital LLC TRC | 10,287 | $403K | 0.0% | +237.3% | 0.160% | |
11/14/2023 | Synovus Financial Corp | 8,907 | $349K | 0.0% | +401.0% | 0.138% | |
11/13/2023 | Jacobi Capital Management LLC | 7,171 | $281K | 0.0% | +418.1% | 0.111% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 8,295 | $325K | 0.0% | +400.9% | 0.129% | |
11/13/2023 | Citizens Financial Group Inc. RI | 5,471 | $214K | 0.0% | +400.1% | 0.085% | |
11/13/2023 | Mariner LLC | 13,547 | $531K | 0.0% | +556.0% | 0.210% | |
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11/13/2023 | LPL Financial LLC | 161,172 | $6.32M | 0.0% | +440.8% | 2.503% | |
11/13/2023 | Provence Wealth Management Group | 1,465 | $57K | 0.0% | N/A | 0.023% | |
11/13/2023 | WestHill Financial Advisors Inc. | 2,085 | $82K | 0.0% | +400.0% | 0.032% | |
11/13/2023 | Kestra Advisory Services LLC | 6,131 | $240K | 0.0% | +423.6% | 0.095% | |
11/9/2023 | UBS Group AG | 53,627 | $2.10M | 0.0% | +444.3% | 0.833% | |
11/8/2023 | HighTower Advisors LLC | 21,937 | $861K | 0.0% | N/A | 0.341% | |
11/8/2023 | Sowell Financial Services LLC | 15,473 | $606K | 0.0% | N/A | 0.240% | |
11/8/2023 | Spire Wealth Management | 3,119 | $122K | 0.0% | +400.6% | 0.048% | |
11/8/2023 | New England Private Wealth Advisors LLC | 199,915 | $7.84M | 1.6% | +387.4% | 3.104% | |
11/7/2023 | Merit Financial Group LLC | 6,875 | $269K | 0.0% | +400.0% | 0.107% | |
11/4/2023 | NBC Securities Inc. | 2,500 | $97K | 0.0% | N/A | 0.039% | |
11/2/2023 | Coldstream Capital Management Inc. | 213,525 | $8.37M | 0.3% | +262.2% | 3.316% | |
10/31/2023 | American Institute for Advanced Investment Management LLP | 5,485 | $215K | 0.2% | +400.0% | 0.085% | |
10/27/2023 | Princeton Global Asset Management LLC | 5,500 | $216K | 0.1% | N/A | 0.085% | |
10/26/2023 | GPS Wealth Strategies Group LLC | 1,910 | $75K | 0.0% | +400.0% | 0.030% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 25,893 | $1.02M | 0.0% | +393.2% | 0.402% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 24,184 | $948K | 0.0% | +418.1% | 0.376% | |
10/23/2023 | Commonwealth Equity Services LLC | 54,607 | $2.14M | 0.0% | +398.7% | 0.848% | |
10/19/2023 | Ballentine Partners LLC | 8,730 | $342K | 0.0% | +400.0% | 0.136% | |
10/19/2023 | Connecticut Wealth Management LLC | 15,363 | $602K | 0.0% | +399.9% | 0.239% | |
10/13/2023 | PSI Advisors LLC | 976 | $38K | 0.0% | +400.5% | 0.015% | |
10/13/2023 | Global Retirement Partners LLC | 2,680 | $102K | 0.0% | +400.0% | 0.042% | |
10/12/2023 | Horizons Wealth Management | 1,550 | $61K | 0.0% | +400.0% | 0.024% | |
10/12/2023 | Compton Wealth Advisory Group LLC | 52,500 | $2.06M | 0.7% | +400.0% | 0.815% | |
10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 765 | $30K | 0.0% | N/A | 0.012% | |
10/4/2023 | Salem Investment Counselors Inc. | 2,500 | $98K | 0.0% | +400.0% | 0.039% | |
8/11/2023 | New England Private Wealth Advisors LLC | 41,017 | $8.02M | 1.6% | -2.7% | 0.637% | |
8/10/2023 | Commonwealth Equity Services LLC | 10,950 | $2.14M | 0.0% | +3.4% | 0.170% | |
8/10/2023 | Treynor Bancshares Inc. | 1,027 | $201K | 0.1% | N/A | 0.016% | |
8/4/2023 | Parallel Advisors LLC | 250 | $49K | 0.0% | N/A | 0.004% | |
8/4/2023 | Citizens Financial Group Inc. RI | 1,094 | $214K | 0.0% | N/A | 0.017% | |
8/3/2023 | Coldstream Capital Management Inc. | 58,945 | $11.51M | 0.4% | -23.4% | 0.915% | |
8/2/2023 | Houlihan Financial Resource Group Ltd. | 3,861 | $712K | 0.0% | N/A | 0.060% | |
7/31/2023 | LPL Financial LLC | 29,801 | $5.82M | 0.0% | -37.0% | 0.463% | |
7/26/2023 | American Institute for Advanced Investment Management LLP | 1,097 | $214K | 0.2% | N/A | 0.082% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 5,250 | $1.03M | 0.0% | +12.4% | 0.392% | |
7/25/2023 | Ameritas Advisory Services LLC | 10,401 | $2.01M | 0.3% | -3.3% | 0.776% | |
7/13/2023 | Twelve Points Wealth Management LLC | 26,401 | $5.16M | 2.7% | +15.4% | 1.970% | |
7/12/2023 | Pacific Sun Financial Corp | 2,931 | $537K | 0.4% | N/A | 0.219% | |
7/11/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 11,327 | $2.21M | 1.1% | -1.5% | 0.845% | |
5/12/2023 | Financial Architects Inc | 4,028 | $738K | 0.1% | -6.3% | 0.298% | |
5/11/2023 | Envestnet Asset Management Inc. | 3,029 | $555K | 0.0% | -11.5% | 0.224% | |
5/10/2023 | LPL Financial LLC | 47,310 | $8.66M | 0.0% | +7.9% | 3.504% | |
5/5/2023 | New England Private Wealth Advisors LLC | 42,165 | $7.72M | 1.6% | -1.4% | 3.123% | |
4/28/2023 | Ameritas Advisory Services LLC | 10,755 | $1.97M | 0.1% | -45.3% | 0.797% | |
4/26/2023 | Compton Wealth Advisory Group LLC | 10,504 | $1.92M | 0.7% | +16.7% | 0.778% | |
4/21/2023 | GHP Investment Advisors Inc. | 346 | $63K | 0.0% | -18.8% | 0.026% | |
4/18/2023 | Connecticut Wealth Management LLC | 3,630 | $665K | 0.1% | -79.8% | 0.269% | |
4/18/2023 | Twelve Points Wealth Management LLC | 22,884 | $4.19M | 2.4% | +37.6% | 1.695% | |
4/18/2023 | Allworth Financial LP | 255 | $47K | 0.0% | N/A | 0.019% | |
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4/17/2023 | GPS Wealth Strategies Group LLC | 382 | $70K | 0.0% | N/A | 0.028% | |
4/4/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 11,497 | $2.11M | 1.0% | -7.1% | 0.833% | |
3/15/2023 | B. Riley Wealth Advisors Inc. | 1,125 | $201K | 0.0% | N/A | 0.081% | |
2/10/2023 | Ameritas Advisory Services LLC | 19,676 | $3.52M | 0.2% | +72.1% | 1.416% | |
2/10/2023 | Advisor Group Holdings Inc. | 14,644 | $2.62M | 0.0% | +39.1% | 1.054% | |
2/9/2023 | IMC Chicago LLC | 10,837 | $1.94M | 0.0% | -59.4% | 0.780% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 2,891 | $518K | 0.0% | +5.9% | 0.208% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 4,722 | $846K | 0.0% | -11.1% | 0.340% | |
2/8/2023 | New England Private Wealth Advisors LLC | 42,783 | $7.66M | 1.6% | -0.4% | 3.078% | |
2/8/2023 | UBS Group AG | 12,084 | $2.16M | 0.0% | -2.3% | 0.869% | |