5/24/2024 | Cetera Advisors LLC | 16,736 | $1.39M | 0.0% | +56.5% | 0.227% | |
5/24/2024 | Cetera Investment Advisers | 20,702 | $1.72M | 0.0% | N/A | 0.281% | |
5/22/2024 | BigSur Wealth Management LLC | 7,248 | $602K | 0.2% | N/A | 0.098% | |
5/17/2024 | Comerica Bank | 7,090 | $589K | 0.0% | -12.7% | 0.096% | |
5/15/2024 | Beck Capital Management LLC | 52,895 | $4.40M | 1.3% | +1,331.1% | 0.718% | |
5/14/2024 | Axxcess Wealth Management LLC | 9,570 | $795K | 0.0% | N/A | 0.130% | |
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5/11/2024 | Capital Wealth Alliance LLC | 15,663 | $1.30M | 0.8% | +37.6% | 0.213% | |
5/10/2024 | Osaic Holdings Inc. | 145,625 | $12.10M | 0.0% | -13.8% | 1.976% | |
5/10/2024 | Garrison Asset Management LLC | 5,824 | $484K | 0.3% | -8.6% | 0.079% | |
5/10/2024 | First Foundation Advisors | 4,797 | $399K | 0.0% | N/A | 0.065% | |
5/9/2024 | Blair William & Co. IL | 3,920 | $326K | 0.0% | -20.3% | 0.053% | |
5/8/2024 | FPC Investment Advisory Inc. | 35,380 | $2.97M | 2.9% | N/A | 0.480% | |
5/8/2024 | Bleakley Financial Group LLC | 6,685 | $555K | 0.0% | +2.9% | 0.091% | |
5/7/2024 | Sfmg LLC | 5,481 | $455K | 0.0% | -8.2% | 0.074% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 2,451 | $204K | 0.0% | -12.2% | 0.033% | |
5/6/2024 | VitalStone Financial LLC | 1,537 | $128K | 0.1% | -50.3% | 0.021% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,468 | $205K | 0.0% | -24.6% | 0.033% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 28,909 | $2.40M | 1.3% | +10.7% | 0.392% | |
5/2/2024 | Almanack Investment Partners LLC. | 43,533 | $3.62M | 0.6% | +15.7% | 0.591% | |
5/1/2024 | Janney Montgomery Scott LLC | 28,778 | $2.39M | 0.0% | -16.5% | 0.390% | |
4/30/2024 | Private Advisor Group LLC | 30,476 | $2.53M | 0.0% | -0.6% | 0.414% | |
4/30/2024 | HB Wealth Management LLC | 16,857 | $1.40M | 0.0% | N/A | 0.229% | |
4/29/2024 | Commonwealth Equity Services LLC | 57,185 | $4.75M | 0.0% | +7.7% | 0.776% | |
4/25/2024 | Private Wealth Group LLC | 9,094 | $756K | 0.4% | N/A | 0.123% | |
4/24/2024 | Simplicity Wealth LLC | 6,685 | $555K | 0.0% | N/A | 0.091% | |
4/24/2024 | Essex Financial Services Inc. | 3,762 | $313K | 0.0% | +6.2% | 0.051% | |
4/23/2024 | Mason & Associates Inc | 91,582 | $7.61M | 2.0% | -0.2% | 1.243% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 96,936 | $8.05M | 0.0% | -3.3% | 1.315% | |
4/22/2024 | Raymond James & Associates | 59,647 | $4.96M | 0.0% | -43.0% | 0.809% | |
4/22/2024 | MBL Wealth LLC | 18,890 | $1.57M | 0.2% | +13.6% | 0.256% | |
4/22/2024 | Strategic Advisors LLC | 17,670 | $1.47M | 0.3% | -2.6% | 0.240% | |
4/18/2024 | Requisite Capital Management LLC | 22,707 | $1.89M | 0.4% | +34.0% | 0.317% | |
4/18/2024 | Penbrook Management LLC | 8,065 | $670K | 0.4% | -2.1% | 0.113% | |
4/18/2024 | Raub Brock Capital Management LP | 95,415 | $7.93M | 1.7% | -8.2% | 1.333% | |
4/17/2024 | Fiduciary Alliance LLC | 2,785 | $233K | 0.0% | -31.9% | 0.039% | |
4/16/2024 | Courage Miller Partners LLC | 25,365 | $2.11M | 0.7% | N/A | 0.354% | |
4/16/2024 | Vanguard Capital Wealth Advisors | 3,618 | $301K | 0.2% | -7.3% | 0.051% | |
4/15/2024 | Brookstone Capital Management | 15,087 | $1.25M | 0.0% | +11.4% | 0.211% | |
4/15/2024 | Davis Investment Partners LLC | 28,625 | $2.45M | 1.1% | +149.7% | 0.400% | |
4/12/2024 | Worth Asset Management LLC | 7,896 | $656K | 0.4% | N/A | 0.110% | |
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4/11/2024 | &PARTNERS | 7,006 | $582K | 0.1% | N/A | 0.098% | |
4/11/2024 | SignalPoint Asset Management LLC | 21,165 | $1.76M | 0.5% | -4.5% | 0.296% | |
4/10/2024 | Walker Asset Management LLC | 6,530 | $543K | 0.4% | -5.1% | 0.091% | |
3/22/2024 | PNC Financial Services Group Inc. | 407 | $30K | 0.0% | N/A | 0.006% | |
2/16/2024 | Oarsman Capital Inc. | 56,655 | $4.18M | 1.1% | N/A | 0.791% | |
2/14/2024 | Vista Investment Management | 6,174 | $455K | 0.2% | N/A | 0.086% | |
2/14/2024 | VitalStone Financial LLC | 3,094 | $228K | 0.2% | N/A | 0.043% | |
2/12/2024 | Global Endowment Management LP | 4,900 | $361K | 0.0% | N/A | 0.068% | |
2/12/2024 | Tradition Wealth Management LLC | 1,769 | $130K | 0.0% | N/A | 0.025% | |
2/12/2024 | AMJ Financial Wealth Management | 4,773 | $352K | 0.1% | N/A | 0.067% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 5,184 | $382K | 0.0% | N/A | 0.072% | |
2/12/2024 | Cape Investment Advisory Inc. | 1,442 | $106K | 0.1% | N/A | 0.020% | |
2/9/2024 | Founders Financial Alliance LLC | 638 | $47K | 0.0% | N/A | 0.009% | |
2/9/2024 | ProVise Management Group LLC | 4,149 | $306K | 0.0% | N/A | 0.058% | |
2/9/2024 | Avantax Planning Partners Inc. | 4,021 | $296K | 0.0% | N/A | 0.056% | |
2/9/2024 | Wells Fargo & Company MN | 157,937 | $11.64M | 0.0% | N/A | 2.206% | |
2/9/2024 | UBS Group AG | 432,121 | $31.86M | 0.0% | N/A | 6.035% | |
2/8/2024 | Janney Montgomery Scott LLC | 34,453 | $2.54M | 0.0% | N/A | 0.481% | |
2/7/2024 | Almanack Investment Partners LLC. | 37,614 | $2.77M | 0.4% | N/A | 0.525% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 2,793 | $206K | 0.0% | N/A | 0.039% | |
2/7/2024 | Northwest Financial Advisors | 2,347 | $173K | 0.1% | N/A | 0.033% | |
2/6/2024 | Private Advisor Group LLC | 30,657 | $2.26M | 0.0% | N/A | 0.428% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,644 | $416K | 0.0% | N/A | 0.079% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 3,999 | $295K | 0.0% | N/A | 0.056% | |
2/6/2024 | Great Valley Advisor Group Inc. | 18,893 | $1.39M | 0.0% | N/A | 0.264% | |
2/6/2024 | Essex Financial Services Inc. | 3,541 | $261K | 0.0% | N/A | 0.049% | |
2/5/2024 | Vanguard Capital Wealth Advisors | 3,905 | $288K | 0.2% | N/A | 0.055% | |
2/5/2024 | Flaharty Asset Management LLC | 259,742 | $19.15M | 3.0% | N/A | 3.628% | |
2/5/2024 | Blue Chip Partners LLC | 3,044 | $224K | 0.0% | N/A | 0.043% | |
2/5/2024 | HHM Wealth Advisors LLC | 1,523 | $112K | 0.0% | N/A | 0.021% | |
2/2/2024 | Truist Financial Corp | 10,762 | $793K | 0.0% | N/A | 0.150% | |
2/1/2024 | Beaumont Asset Management L.L.C. | 6,484 | $478K | 0.3% | N/A | 0.091% | |
2/1/2024 | Garrison Asset Management LLC | 6,369 | $470K | 0.3% | N/A | 0.089% | |
2/1/2024 | Capital Investment Advisory Services LLC | 490 | $36K | 0.0% | N/A | 0.007% | |
2/1/2024 | CWM LLC | 1,505 | $111K | 0.0% | N/A | 0.021% | |
1/30/2024 | Sfmg LLC | 5,968 | $440K | 0.0% | N/A | 0.083% | |
1/30/2024 | Macroview Investment Management LLC | 19,753 | $1.46M | 1.7% | N/A | 0.276% | |
1/29/2024 | Simplicity Solutions LLC | 6,495 | $479K | 0.0% | N/A | 0.091% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 26,126 | $1.93M | 1.2% | N/A | 0.365% | |
1/29/2024 | NewEdge Wealth LLC | 3,431 | $253K | 0.0% | N/A | 0.048% | |
1/29/2024 | Friedenthal Financial | 9,241 | $681K | 0.4% | N/A | 0.129% | |
1/26/2024 | Harbor Investment Advisory LLC | 450 | $33K | 0.0% | N/A | 0.006% | |
1/26/2024 | Geneos Wealth Management Inc. | 3,274 | $241K | 0.0% | N/A | 0.046% | |
1/25/2024 | Bleakley Financial Group LLC | 6,495 | $479K | 0.0% | N/A | 0.091% | |
1/25/2024 | Raub Brock Capital Management LP | 103,940 | $7.66M | 1.6% | N/A | 1.452% | |
1/24/2024 | Stratos Wealth Partners LTD. | 36,217 | $2.67M | 0.0% | N/A | 0.506% | |
1/24/2024 | International Assets Investment Management LLC | 271,658 | $20.03M | 0.0% | N/A | 3.794% | |
1/24/2024 | Capital Wealth Alliance LLC | 11,385 | $839K | 0.6% | N/A | 0.159% | |
1/24/2024 | Private Trust Co. NA | 2,380 | $175K | 0.0% | N/A | 0.033% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 553 | $40K | 0.0% | N/A | 0.008% | |
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1/23/2024 | Denver Wealth Management Inc. | 3,687 | $272K | 0.2% | N/A | 0.051% | |
1/23/2024 | Requisite Capital Management LLC | 16,941 | $1.25M | 0.3% | N/A | 0.237% | |
1/22/2024 | Drive Wealth Management LLC | 6,151 | $453K | 0.1% | N/A | 0.086% | |
1/22/2024 | Bensler LLC | 94,058 | $6.93M | 1.2% | N/A | 1.314% | |
1/19/2024 | Strategic Advisors LLC | 18,134 | $1.34M | 0.3% | N/A | 0.253% | |
1/18/2024 | MBL Wealth LLC | 16,635 | $1.23M | 0.2% | N/A | 0.232% | |
1/18/2024 | Global Retirement Partners LLC | 425 | $30K | 0.0% | N/A | 0.006% | |
1/17/2024 | CMC Financial Group | 48,944 | $3.53M | 4.8% | N/A | 0.684% | |
1/17/2024 | SignalPoint Asset Management LLC | 22,169 | $1.63M | 0.5% | N/A | 0.310% | |
1/17/2024 | Fiduciary Alliance LLC | 4,092 | $302K | 0.1% | N/A | 0.057% | |