4/14/2025 | Farther Finance Advisors LLC | 14,640 | $332K | 0.0% | N/A | 0.325% | |
3/24/2025 | Mascagni Wealth Management Inc. | 4,192 | $95K | 0.1% | N/A | 0.093% | |
2/18/2025 | Sunbelt Securities Inc. | 7,445 | $169K | 0.0% | +89.3% | 0.165% | |
2/17/2025 | Tolleson Wealth Management Inc. | 67,570 | $1.53M | 0.3% | N/A | 1.502% | |
2/17/2025 | Redwood Investment Management LLC | 8,877 | $201K | 0.0% | N/A | 0.197% | |
2/17/2025 | Cary Street Partners Financial LLC | 8,920 | $202K | 0.0% | N/A | 0.198% | |
2/12/2025 | JPMorgan Chase & Co. | 379,118 | $8.59M | 0.0% | +15.4% | 8.425% | |
2/4/2025 | FourThought Financial Partners LLC | 114,135 | $2.59M | 0.3% | -4.4% | 2.536% | |
2/4/2025 | Commonwealth Retirement Investments LLC | 15,368 | $348K | 0.1% | N/A | 0.342% | |
12/26/2024 | JPMorgan Chase & Co. | 328,575 | $7.62M | 0.0% | +22.1% | 7.302% | |
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11/18/2024 | Sunbelt Securities Inc. | 3,932 | $91K | 0.0% | +710.7% | 0.087% | |
11/13/2024 | Private Trust Co. NA | 1,084 | $25K | 0.0% | N/A | 0.024% | |
10/9/2024 | Quotient Wealth Partners LLC | 242,044 | $5.61M | 0.2% | +5.2% | 5.379% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,451 | $405K | 0.0% | N/A | 0.388% | |
10/8/2024 | Helen Stephens Group LLC | 57,981 | $1.34M | 0.4% | +191.5% | 1.288% | |
10/8/2024 | WealthCare Investment Partners LLC | 8,801 | $203K | 0.1% | N/A | 0.196% | |
10/7/2024 | Prentice Wealth Management LLC | 281,243 | $6.52M | 1.9% | +24.3% | 6.250% | |
10/7/2024 | Cora Capital Advisors LLC | 16,000 | $371K | 0.2% | N/A | 0.356% | |
10/3/2024 | Park Avenue Securities LLC | 17,092 | $396K | 0.0% | N/A | 0.380% | |
9/5/2024 | Sanctuary Advisors LLC | 158,900 | $3.52M | 0.0% | N/A | 3.531% | |
8/21/2024 | Truist Financial Corp | 230,505 | $5.22M | 0.0% | -2.5% | 5.122% | |
8/9/2024 | Ocean Park Asset Management LLC | 95,300 | $2.16M | 0.1% | N/A | 2.118% | |
8/8/2024 | Kuhn & Co Investment Counsel | 9,330 | $211K | 0.2% | N/A | 0.207% | |
8/6/2024 | Ausdal Financial Partners Inc. | 15,798 | $358K | 0.0% | +8.5% | 0.351% | |
8/2/2024 | Mattern Capital Management LLC | 11,075 | $251K | 0.0% | -5.7% | 0.246% | |
8/1/2024 | Natixis Advisors LLC | 37,428 | $847K | 0.0% | N/A | 0.832% | |
7/31/2024 | Commonwealth Equity Services LLC | 161,807 | $3.66M | 0.0% | +112.7% | 3.596% | |
7/31/2024 | Americana Partners LLC | 22,653 | $513K | 0.0% | N/A | 0.503% | |
7/24/2024 | Quotient Wealth Partners LLC | 230,130 | $5.21M | 0.2% | +6.5% | 5.114% | |
7/24/2024 | Premier Path Wealth Partners LLC | 27,592 | $625K | 0.1% | N/A | 0.613% | |
7/11/2024 | Prentice Wealth Management LLC | 226,182 | $5.12M | 1.7% | +32.8% | 5.026% | |
7/10/2024 | Helen Stephens Group LLC | 19,889 | $450K | 0.2% | N/A | 0.442% | |
5/21/2024 | Atria Investments Inc | 103,846 | $2.33M | 0.0% | -2.1% | 2.308% | |
5/16/2024 | Dynasty Wealth Management LLC | 220,238 | $4.94M | 0.2% | N/A | 4.894% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 18,150 | $407K | 0.0% | N/A | 0.403% | |
4/29/2024 | Commonwealth Equity Services LLC | 76,076 | $1.71M | 0.0% | +11.8% | 1.811% | |
4/26/2024 | McKinley Carter Wealth Services Inc. | 9,627 | $216K | 0.0% | N/A | 0.229% | |
4/18/2024 | Diversified Trust Co | 10,000 | $224K | 0.0% | N/A | 0.357% | |
4/15/2024 | Signet Financial Management LLC | 12,107 | $272K | 0.0% | N/A | 0.432% | |
4/15/2024 | Prentice Wealth Management LLC | 170,317 | $3.82M | 1.3% | +82.8% | 6.083% | |
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4/12/2024 | CGN Advisors LLC | 9,298 | $209K | 0.0% | N/A | 0.332% | |
2/12/2024 | Beta Wealth Group Inc. | 109,192 | $2.42M | 1.3% | -20.6% | 3.900% | |
2/8/2024 | Quotient Wealth Partners LLC | 180,688 | $4.00M | 0.2% | N/A | 6.453% | |
2/6/2024 | Apollon Wealth Management LLC | 17,000 | $376K | 0.0% | N/A | 0.607% | |
2/2/2024 | Truist Financial Corp | 191,863 | $4.24M | 0.0% | -10.8% | 6.852% | |
2/1/2024 | 1900 Wealth Management LLC | 38,300 | $847K | 0.1% | N/A | 1.368% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 8,828 | $195K | 0.1% | N/A | 0.315% | |
1/22/2024 | Veracity Capital LLC | 19,800 | $438K | 0.2% | N/A | 0.707% | |
1/19/2024 | New Capital Management LP | 11,160 | $247K | 0.1% | N/A | 0.399% | |
1/11/2024 | Prentice Wealth Management LLC | 93,189 | $2.06M | 0.8% | +67.3% | 3.328% | |
11/8/2023 | Mattern Capital Management LLC | 10,740 | $220K | 0.0% | -5.8% | 0.384% | |
11/7/2023 | Atria Investments Inc | 55,541 | $1.14M | 0.0% | +1.3% | 1.984% | |
10/23/2023 | Commonwealth Equity Services LLC | 58,914 | $1.21M | 0.0% | +17.0% | 2.104% | |
10/16/2023 | Prentice Wealth Management LLC | 55,699 | $1.14M | 0.5% | +467.4% | 1.989% | |
8/11/2023 | Beta Wealth Group Inc. | 139,860 | $3.05M | 1.8% | +16.6% | 5.180% | |
8/10/2023 | Wintrust Investments LLC | 34,968 | $761K | 0.1% | N/A | 1.295% | |
8/4/2023 | Atria Investments Inc | 54,825 | $1.19M | 0.0% | N/A | 2.031% | |
8/1/2023 | Truist Financial Corp | 165,298 | $3.60M | 0.0% | +6.1% | 6.122% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 20,577 | $448K | 0.0% | N/A | 0.762% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 11,600 | $253K | 0.1% | N/A | 0.430% | |
7/6/2023 | Prentice Wealth Management LLC | 9,816 | $214K | 0.1% | N/A | 0.409% | |
5/9/2023 | Beta Wealth Group Inc. | 119,978 | $2.59M | 1.5% | +8.8% | 5.999% | |
5/5/2023 | Truist Financial Corp | 155,862 | $3.36M | 0.0% | -9.9% | 7.793% | |
4/24/2023 | Paces Ferry Wealth Advisors LLC | 9,298 | $201K | 0.2% | -11.5% | 0.465% | |
4/18/2023 | Horan Securities Inc. | 1,390 | $30K | 0.0% | -26.7% | 0.070% | |
3/6/2023 | OLD Mission Capital LLC | 3,811 | $80K | 0.0% | N/A | 0.000% | |
2/13/2023 | Beta Wealth Group Inc. | 110,232 | $2.33M | 1.6% | +3.8% | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 44,451 | $938K | 0.0% | N/A | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 29,721 | $627K | 0.0% | N/A | 0.000% | |
2/7/2023 | Condor Capital Management | 139,281 | $2.94M | 0.4% | -48.7% | 0.000% | |
2/6/2023 | Mattern Capital Management LLC | 11,910 | $251K | 0.0% | N/A | 0.000% | |
1/24/2023 | Paces Ferry Wealth Advisors LLC | 10,501 | $222K | 0.2% | N/A | 0.000% | |
1/17/2023 | Horan Securities Inc. | 1,897 | $40K | 0.0% | -82.0% | 0.000% | |
1/17/2023 | Armstrong Advisory Group Inc. | 2,163 | $46K | 0.0% | N/A | 0.000% | |
1/13/2023 | AdvisorNet Financial Inc | 1,883 | $40K | 0.0% | N/A | 0.000% | |