11/15/2024 | MML Investors Services LLC | 63,906 | $1.98M | 0.0% | -0.9% | 0.264% | |
11/15/2024 | Jane Street Group LLC | 16,848 | $521K | 0.0% | -94.6% | 0.070% | |
11/15/2024 | Stifel Financial Corp | 8,608 | $266K | 0.0% | -61.3% | 0.036% | |
11/15/2024 | IHT Wealth Management LLC | 18,523 | $573K | 0.0% | -72.3% | 0.076% | |
11/14/2024 | NCM Capital Management LLC | 24,125 | $747K | 0.4% | +1.4% | 0.100% | |
11/14/2024 | Captrust Financial Advisors | 7,267 | $225K | 0.0% | -25.8% | 0.030% | |
|
11/14/2024 | Rockefeller Capital Management L.P. | 11,094 | $343K | 0.0% | -21.3% | 0.046% | |
11/14/2024 | CreativeOne Wealth LLC | 60,756 | $1.88M | 0.1% | -52.3% | 0.251% | |
11/13/2024 | Glenmede Trust Co. NA | 3,515 | $109K | 0.0% | -25.4% | 0.015% | |
11/13/2024 | FMR LLC | 1,221 | $38K | 0.0% | +213.1% | 0.005% | |
11/8/2024 | Avior Wealth Management LLC | 9,753 | $302K | 0.0% | -59.6% | 0.040% | |
11/8/2024 | PNC Financial Services Group Inc. | 80,382 | $2.49M | 0.0% | -80.5% | 0.332% | |
11/7/2024 | Claro Advisors LLC | 6,913 | $214K | 0.0% | -6.4% | 0.029% | |
11/6/2024 | OneDigital Investment Advisors LLC | 19,125 | $592K | 0.0% | +5.6% | 0.079% | |
11/6/2024 | Black Swift Group LLC | 35,177 | $1.09M | 0.2% | -16.4% | 0.145% | |
11/4/2024 | Migdal Insurance & Financial Holdings Ltd. | 25,000 | $774K | 0.0% | -40.5% | 0.103% | |
11/2/2024 | Covestor Ltd | 1,534 | $47K | 0.0% | -27.1% | 0.006% | |
10/31/2024 | Advisors Management Group Inc. ADV | 26,552 | $822K | 0.2% | +4.3% | 0.109% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 17,653 | $544K | 0.3% | +8.3% | 0.072% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 7,964 | $246K | 0.0% | -6.7% | 0.033% | |
10/28/2024 | O ROURKE & COMPANY Inc | 16,160 | $500K | 0.3% | -4.0% | 0.066% | |
10/25/2024 | Eagle Strategies LLC | 19,816 | $613K | 0.1% | -2.3% | 0.081% | |
10/24/2024 | Farrow Financial Inc. | 79,124 | $2.45M | 1.5% | -3.9% | 0.322% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 202,799 | $6.22M | 0.0% | +25.2% | 0.826% | |
10/23/2024 | Dakota Wealth Management | 43,469 | $1.35M | 0.0% | -5.5% | 0.177% | |
10/23/2024 | Greystone Financial Group LLC | 13,095 | $405K | 0.1% | +14.6% | 0.053% | |
10/22/2024 | Private Advisor Group LLC | 22,593 | $699K | 0.0% | -7.1% | 0.092% | |
10/19/2024 | Essex LLC | 32,915 | $1.02M | 0.2% | -5.6% | 0.134% | |
10/18/2024 | Raymond James & Associates | 129,692 | $4.01M | 0.0% | -8.4% | 0.528% | |
10/18/2024 | Moss Adams Wealth Advisors LLC | 1,350,101 | $41.79M | 4.6% | +2.9% | 5.497% | |
10/17/2024 | Claro Advisors LLC | 9,631 | $298K | 0.0% | +30.4% | 0.039% | |
10/16/2024 | ERn Financial LLC | 37,931 | $1.17M | 0.2% | +1.8% | 0.154% | |
10/10/2024 | Pinnacle Wealth Management Group Inc. | 80,243 | $2.48M | 1.6% | +3.3% | 0.327% | |
10/9/2024 | TAP Consulting LLC | 144,643 | $4.48M | 0.9% | -20.3% | 0.589% | |
10/9/2024 | WealthBridge Investment Counsel Inc. | 96,400 | $2.98M | 1.1% | +0.5% | 0.392% | |
10/9/2024 | Guardian Asset Advisors LLC | 15,450 | $478K | 0.3% | -7.8% | 0.063% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,730 | $301K | 0.0% | +7.9% | 0.040% | |
10/4/2024 | HBW Advisory Services LLC | 16,836 | $521K | 0.1% | -2.0% | 0.068% | |
10/3/2024 | Granite Bay Wealth Management LLC | 339,999 | $10.52M | 5.9% | +13.5% | 1.382% | |
8/22/2024 | PVG Asset Management Corp | 11,137 | $329K | 1.3% | N/A | 0.042% | |
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8/22/2024 | Cetera Investment Advisers | 182,768 | $5.41M | 0.0% | +6.0% | 0.684% | |
8/21/2024 | Granite Bay Wealth Management LLC | 299,460 | $8.86M | 0.3% | N/A | 1.120% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 84,884 | $2.51M | 0.0% | +16.9% | 0.317% | |
8/16/2024 | Northeast Financial Consultants Inc | 40,450 | $1.20M | 0.1% | -5.3% | 0.151% | |
8/14/2024 | Bank of Montreal Can | 13,227 | $392K | 0.0% | -6.2% | 0.049% | |
8/12/2024 | Intrepid Financial Planning Group LLC | 12,448 | $368K | 0.2% | +3.4% | 0.047% | |
8/8/2024 | Envestnet Asset Management Inc. | 121,038 | $3.58M | 0.0% | -12.7% | 0.453% | |
8/8/2024 | Eagle Strategies LLC | 20,274 | $600K | 0.1% | N/A | 0.076% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 16,299 | $486K | 0.3% | +11.6% | 0.061% | |
8/8/2024 | Biltmore Family Office LLC | 158,884 | $4.70M | 0.9% | +3.8% | 0.594% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,000 | $59K | 0.0% | N/A | 0.007% | |
8/6/2024 | TAP Consulting LLC | 181,430 | $5.37M | 1.1% | +17.9% | 0.678% | |
8/6/2024 | Greystone Financial Group LLC | 11,430 | $338K | 0.1% | +3.8% | 0.043% | |
8/5/2024 | Private Advisor Group LLC | 24,331 | $720K | 0.0% | +45.8% | 0.091% | |
7/31/2024 | Aptus Capital Advisors LLC | 1,091 | $32K | 0.0% | +107.4% | 0.004% | |
7/31/2024 | Advisors Management Group Inc. ADV | 25,447 | $753K | 0.2% | +2.5% | 0.095% | |
7/31/2024 | Spire Wealth Management | 28,167 | $833K | 0.0% | +31.8% | 0.106% | |
7/31/2024 | Commonwealth Equity Services LLC | 72,040 | $2.13M | 0.0% | +4.7% | 0.270% | |
7/30/2024 | International Assets Investment Management LLC | 2,225 | $66K | 0.0% | N/A | 0.008% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 42,000 | $1.23M | 0.0% | -8.4% | 0.157% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 224,239 | $6.63M | 2.2% | +6.1% | 0.836% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 96,673 | $2.86M | 0.0% | -49.8% | 0.361% | |
7/25/2024 | Sterling Investment Counsel LLC | 21,788 | $644K | 0.3% | +3.1% | 0.081% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 14,570 | $431K | 0.2% | +6.4% | 0.054% | |
7/23/2024 | All Season Financial Advisors Inc. | 17,020 | $503K | 0.5% | +49.0% | 0.063% | |
7/23/2024 | Moss Adams Wealth Advisors LLC | 1,311,563 | $38.80M | 5.4% | N/A | 4.881% | |
7/23/2024 | Essex LLC | 34,885 | $1.03M | 0.2% | -7.6% | 0.130% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 73,080 | $2.16M | 1.2% | -0.8% | 0.272% | |
7/19/2024 | Raymond James & Associates | 141,630 | $4.19M | 0.0% | +2.9% | 0.528% | |
7/18/2024 | O ROURKE & COMPANY Inc | 16,840 | $498K | 0.3% | +6.5% | 0.063% | |
7/17/2024 | Archford Capital Strategies LLC | 24,007 | $710K | 0.1% | -5.6% | 0.089% | |
7/16/2024 | Wedmont Private Capital | 6,713 | $201K | 0.0% | N/A | 0.025% | |
7/16/2024 | Insight Advisors LLC PA | 41,676 | $1.23M | 0.2% | -23.5% | 0.155% | |
7/16/2024 | Farrow Financial Inc. | 82,317 | $2.44M | 1.7% | +1.2% | 0.307% | |
7/16/2024 | Guardian Asset Advisors LLC | 16,753 | $496K | 0.4% | -4.0% | 0.062% | |
7/15/2024 | Delta Financial Group Inc. | 8,503 | $252K | 0.1% | +18.0% | 0.032% | |
7/15/2024 | Granite Bay Wealth Management LLC | 14,344,264 | $410.69M | 4.1% | N/A | 53.444% | |
7/11/2024 | Smith Anglin Financial LLC | 8,096 | $239K | 0.0% | -4.5% | 0.030% | |
7/5/2024 | HBW Advisory Services LLC | 17,179 | $508K | 0.1% | -36.2% | 0.063% | |
5/24/2024 | Cetera Advisors LLC | 76,838 | $2.29M | 0.0% | +748.7% | 0.283% | |
5/24/2024 | Cetera Investment Advisers | 172,477 | $5.13M | 0.0% | +215.0% | 0.635% | |
5/14/2024 | Biltmore Family Office LLC | 153,024 | $4.55M | 0.9% | +22.8% | 0.564% | |
5/14/2024 | CreativeOne Wealth LLC | 146,809 | $4.37M | 0.2% | +74.0% | 0.541% | |
5/14/2024 | Owen LaRue LLC | 21,252 | $632K | 0.4% | N/A | 0.078% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 430,604 | $12.81M | 0.2% | -3.2% | 1.586% | |
5/8/2024 | Avantax Advisory Services Inc. | 7,046 | $210K | 0.0% | N/A | 0.026% | |
5/7/2024 | Guardian Asset Advisors LLC | 17,453 | $519K | 0.4% | +7.3% | 0.064% | |
5/7/2024 | Insight Advisors LLC PA | 54,504 | $1.62M | 0.3% | -20.0% | 0.201% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,429 | $72K | 0.0% | +17.5% | 0.009% | |
5/4/2024 | Essex LLC | 37,735 | $1.12M | 0.3% | -35.6% | 0.145% | |
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5/4/2024 | Riggs Asset Managment Co. Inc. | 5,065 | $151K | 0.0% | -51.0% | 0.019% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 13,697 | $407K | 0.2% | N/A | 0.053% | |
5/2/2024 | Farrow Financial Inc. | 81,378 | $2.42M | 1.7% | +4.9% | 0.313% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 24,547 | $730K | 0.6% | -3.9% | 0.094% | |
5/2/2024 | BNP Paribas | 830 | $25K | 0.0% | N/A | 0.003% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 362,426 | $10.78M | 0.0% | +9.0% | 1.394% | |
4/30/2024 | Private Advisor Group LLC | 16,691 | $497K | 0.0% | +6.4% | 0.064% | |
4/30/2024 | North Star Investment Management Corp. | 7,070 | $210K | 0.0% | +22.5% | 0.027% | |
4/30/2024 | Joel Isaacson & Co. LLC | 11,523 | $343K | 0.0% | N/A | 0.044% | |
4/30/2024 | Hazlett Burt & Watson Inc. | 14,609 | $435K | 0.3% | +3,946.8% | 0.056% | |