10/25/2024 | Valmark Advisers Inc. | 5,776 | $239K | 0.0% | +9.0% | 0.069% | |
10/22/2024 | Greenleaf Trust | 71,225 | $2.95M | 0.0% | -2.3% | 0.848% | |
10/16/2024 | Amplius Wealth Advisors LLC | 5,968 | $247K | 0.0% | -8.6% | 0.071% | |
10/9/2024 | Patten Group Inc. | 17,894 | $742K | 0.2% | N/A | 0.213% | |
10/8/2024 | Evanson Asset Management LLC | 105,771 | $4.38M | 0.3% | -2.6% | 1.259% | |
9/5/2024 | Sanctuary Advisors LLC | 9,905 | $389K | 0.0% | N/A | 0.118% | |
|
8/28/2024 | Farmers National Bank | 22,503 | $864K | 0.3% | -1.9% | 0.268% | |
8/22/2024 | Cetera Investment Advisers | 70,794 | $2.72M | 0.0% | -2.6% | 0.843% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 66,791 | $2.56M | 0.0% | -0.4% | 0.795% | |
8/9/2024 | WealthPLAN Partners LLC | 53,906 | $2.07M | 0.2% | +3.2% | 0.642% | |
8/8/2024 | Envestnet Asset Management Inc. | 159,072 | $6.10M | 0.0% | +5.1% | 1.894% | |
8/8/2024 | Wealthspire Advisors LLC | 150,367 | $5.77M | 0.1% | -4.8% | 1.790% | |
8/7/2024 | Cahill Financial Advisors Inc. | 88,946 | $3.41M | 0.5% | +7.7% | 1.059% | |
8/1/2024 | Valmark Advisers Inc. | 5,298 | $203K | 0.0% | N/A | 0.063% | |
7/31/2024 | Commonwealth Equity Services LLC | 31,170 | $1.20M | 0.0% | +2.2% | 0.371% | |
7/30/2024 | International Assets Investment Management LLC | 1,130 | $43K | 0.0% | N/A | 0.013% | |
7/26/2024 | Breakwater Capital Group | 35,615 | $1.37M | 0.3% | -5.3% | 0.424% | |
7/22/2024 | Atria Wealth Solutions Inc. | 58,908 | $2.26M | 0.0% | +1.6% | 0.701% | |
5/24/2024 | Cetera Investment Advisers | 72,676 | $2.88M | 0.0% | N/A | 0.865% | |
5/17/2024 | Comerica Bank | 14,954 | $593K | 0.0% | N/A | 0.178% | |
5/16/2024 | Jane Street Group LLC | 101,081 | $4.01M | 0.0% | +13.5% | 1.203% | |
5/15/2024 | Flow Traders U.S. LLC | 74,422 | $2.95M | 0.2% | N/A | 0.886% | |
5/9/2024 | Clearwater Capital Advisors LLC | 12,318 | $488K | 0.1% | -3.1% | 0.147% | |
5/7/2024 | WealthPLAN Partners LLC | 52,227 | $2.07M | 0.2% | +0.6% | 0.622% | |
5/7/2024 | Wealthspire Advisors LLC | 158,013 | $6.26M | 0.1% | -11.0% | 1.881% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,100 | $44K | 0.0% | -83.5% | 0.013% | |
5/2/2024 | FinTrust Capital Advisors LLC | 4,889 | $194K | 0.0% | -13.5% | 0.057% | |
5/1/2024 | Janney Montgomery Scott LLC | 5,689 | $225K | 0.0% | N/A | 0.066% | |
4/30/2024 | Commonwealth Equity Services LLC | 30,490 | $1.21M | 0.0% | +4.0% | 0.355% | |
4/29/2024 | Greenleaf Trust | 72,926 | $2.89M | 0.0% | -3.3% | 0.848% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 89,475 | $3.55M | 0.0% | -76.3% | 1.040% | |
4/18/2024 | Breakwater Capital Group | 37,607 | $1.49M | 0.4% | -1.2% | 0.331% | |
4/15/2024 | Wealthcare Capital Management LLC | 5,769 | $229K | 0.0% | -8.8% | 0.051% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 90,367 | $3.58M | 0.1% | -7.7% | 0.796% | |
4/13/2024 | Evanson Asset Management LLC | 108,628 | $4.31M | 0.3% | -1.1% | 0.957% | |
2/13/2024 | FinTrust Capital Advisors LLC | 5,653 | $220K | 0.0% | +9.4% | 0.050% | |
2/10/2024 | Linscomb & Williams Inc. | 7,396 | $288K | 0.0% | -71.0% | 0.065% | |
2/9/2024 | UBS Group AG | 163,864 | $6.37M | 0.0% | +11.0% | 1.444% | |
2/8/2024 | Beacon Pointe Advisors LLC | 219,997 | $8.56M | 0.1% | -12.8% | 1.938% | |
2/8/2024 | Savvy Advisors Inc. | 5,843 | $227K | 0.2% | N/A | 0.051% | |
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2/8/2024 | Wealthcare Capital Management LLC | 6,326 | $246K | 0.0% | N/A | 0.056% | |
2/7/2024 | Formidable Asset Management LLC | 67,056 | $2.61M | 0.6% | +27.3% | 0.591% | |
2/7/2024 | Wealthspire Advisors LLC | 177,567 | $6.91M | 0.1% | -18.7% | 1.564% | |
2/6/2024 | Private Advisor Group LLC | 12,821 | $499K | 0.0% | +6.4% | 0.113% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 97,918 | $3.81M | 0.2% | -1.4% | 0.863% | |
2/2/2024 | Atria Wealth Solutions Inc. | 58,080 | $2.26M | 0.0% | +5.2% | 0.512% | |
1/31/2024 | Greenleaf Trust | 75,398 | $2.93M | 0.0% | -1.6% | 0.664% | |
1/26/2024 | Geneos Wealth Management Inc. | 6,648 | $259K | 0.0% | -25.1% | 0.059% | |
1/26/2024 | PrairieView Partners LLC | 31,170 | $1.21M | 0.1% | -2.5% | 0.275% | |
1/25/2024 | International Assets Investment Management LLC | 43,947 | $1.71M | 0.0% | N/A | 0.387% | |
1/24/2024 | International Assets Investment Management LLC | 43,947 | $1.71M | 0.0% | N/A | 0.387% | |
1/24/2024 | Breakwater Capital Group | 38,062 | $1.44M | 0.4% | -4.5% | 0.335% | |
1/19/2024 | Fifth Third Bancorp | 2,300 | $89K | 0.0% | -22.0% | 0.020% | |
1/18/2024 | Precedent Wealth Partners LLC | 13,165 | $512K | 0.3% | N/A | 0.116% | |
1/18/2024 | Evanson Asset Management LLC | 109,848 | $4.27M | 0.4% | -0.5% | 0.968% | |
1/17/2024 | Courier Capital LLC | 5,342 | $208K | 0.0% | N/A | 0.047% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 377,914 | $14.70M | 0.0% | -2.7% | 3.330% | |
1/12/2024 | LVM Capital Management Ltd. MI | 7,985 | $311K | 0.0% | -9.1% | 0.070% | |
1/11/2024 | Amplius Wealth Advisors LLC | 6,096 | $237K | 0.0% | -51.3% | 0.054% | |
1/5/2024 | WealthPLAN Partners LLC | 51,931 | $2.02M | 0.2% | -5.7% | 0.458% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 65,994 | $2.39M | 0.0% | +16.3% | 0.581% | |
11/14/2023 | BOS Asset Management LLC | 37,274 | $1.35M | 1.0% | -13.2% | 0.328% | |
11/13/2023 | Mariner LLC | 152,577 | $5.52M | 0.0% | +36.8% | 1.344% | |
11/13/2023 | LPL Financial LLC | 686,526 | $24.85M | 0.0% | -5.7% | 6.049% | |
11/13/2023 | Envestnet Asset Management Inc. | 146,078 | $5.29M | 0.0% | +1.4% | 1.287% | |
11/9/2023 | Formidable Asset Management LLC | 52,678 | $1.91M | 0.4% | +2.2% | 0.464% | |
11/9/2023 | Greenleaf Trust | 76,604 | $2.77M | 0.0% | +4.2% | 0.675% | |
11/9/2023 | UBS Group AG | 147,565 | $5.34M | 0.0% | -5.5% | 1.300% | |
11/8/2023 | HighTower Advisors LLC | 8,408 | $305K | 0.0% | N/A | 0.074% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,971 | $216K | 0.0% | N/A | 0.053% | |
11/8/2023 | Atria Wealth Solutions Inc. | 55,193 | $2.00M | 0.0% | +3.7% | 0.486% | |
11/8/2023 | Exencial Wealth Advisors LLC | 8,313 | $301K | 0.0% | -7.3% | 0.073% | |
11/6/2023 | Wealthspire Advisors LLC | 218,410 | $7.91M | 0.1% | -75.2% | 1.924% | |
11/6/2023 | Breakwater Capital Group | 39,837 | $1.41M | 0.5% | -3.6% | 0.351% | |
11/3/2023 | Private Advisor Group LLC | 12,054 | $436K | 0.0% | +5.4% | 0.106% | |
10/31/2023 | Fifth Third Bancorp | 2,950 | $107K | 0.0% | -25.1% | 0.026% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 388,280 | $14.05M | 0.0% | +7.2% | 3.421% | |
10/24/2023 | Raymond James & Associates | 5,944 | $215K | 0.0% | +7.2% | 0.052% | |
10/24/2023 | FinTrust Capital Advisors LLC | 5,165 | $187K | 0.0% | +11.6% | 0.046% | |
10/23/2023 | Commonwealth Equity Services LLC | 31,051 | $1.12M | 0.0% | -2.8% | 0.274% | |
10/23/2023 | PrairieView Partners LLC | 31,963 | $1.16M | 0.2% | -3.4% | 0.282% | |
10/20/2023 | Evanson Asset Management LLC | 110,422 | $4.00M | 0.4% | -6.5% | 0.973% | |
10/12/2023 | IFP Advisors Inc | 5,724 | $207K | 0.0% | -10.5% | 0.050% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 99,344 | $3.60M | 0.2% | +6.6% | 0.875% | |
10/11/2023 | Geneos Wealth Management Inc. | 8,872 | $321K | 0.0% | -3.6% | 0.078% | |
10/10/2023 | Linscomb & Williams Inc. | 25,534 | $924K | 0.1% | -11.8% | 0.225% | |
9/1/2023 | Portside Wealth Group LLC | 42,904 | $1.59M | 0.1% | N/A | 0.378% | |
8/15/2023 | BOS Asset Management LLC | 42,950 | $1.59M | 1.2% | +2.9% | 0.378% | |
8/15/2023 | Beacon Pointe Advisors LLC | 206,099 | $7.61M | 0.1% | +7.7% | 1.816% | |
8/15/2023 | Cahill Financial Advisors Inc. | 68,344 | $2.53M | 0.4% | +21.3% | 0.602% | |
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8/14/2023 | Arrow Investment Advisors LLC | 164,548 | $6.08M | 4.8% | -12.6% | 1.450% | |
8/11/2023 | Baird Financial Group Inc. | 150,571 | $5.56M | 0.0% | -0.3% | 1.327% | |
8/11/2023 | Lansing Street Advisors | 2,689 | $99K | 0.1% | -55.4% | 0.024% | |
8/10/2023 | Private Advisor Group LLC | 11,438 | $423K | 0.0% | +8.8% | 0.101% | |
8/10/2023 | Cetera Advisors LLC | 25,394 | $938K | 0.0% | +3.2% | 0.224% | |
8/10/2023 | Cetera Advisor Networks LLC | 81,070 | $3.00M | 0.0% | +10.5% | 0.714% | |
8/9/2023 | Flow Traders U.S. LLC | 19,801 | $731K | 0.0% | -19.7% | 0.174% | |
8/8/2023 | Geneos Wealth Management Inc. | 9,201 | $340K | 0.0% | -11.9% | 0.081% | |
8/8/2023 | Hanlon Investment Management Inc. | 19,258 | $711K | 0.2% | +26.8% | 0.170% | |
8/4/2023 | Envestnet Asset Management Inc. | 144,099 | $5.32M | 0.0% | +4.3% | 1.270% | |