11/18/2024 | Coldstream Capital Management Inc. | 19,722 | $1.39M | 0.0% | +2.9% | 0.173% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 3,405 | $240K | 0.1% | +515.7% | 0.030% | |
11/15/2024 | Stifel Financial Corp | 4,895 | $344K | 0.0% | +24.0% | 0.043% | |
11/15/2024 | HighTower Advisors LLC | 220,509 | $15.52M | 0.0% | +1.3% | 1.934% | |
11/15/2024 | Chevy Chase Trust Holdings LLC | 6,422 | $452K | 0.0% | -20.6% | 0.056% | |
11/14/2024 | Captrust Financial Advisors | 28,106 | $1.98M | 0.0% | -6.1% | 0.247% | |
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11/13/2024 | FMR LLC | 1,457 | $103K | 0.0% | +139.6% | 0.013% | |
11/12/2024 | Great Valley Advisor Group Inc. | 4,747 | $334K | 0.0% | -17.9% | 0.042% | |
11/12/2024 | 49 Wealth Management LLC | 3,056 | $215K | 0.0% | -15.9% | 0.027% | |
11/5/2024 | Systelligence LLC | 201,315 | $14.17M | 3.5% | +1.6% | 1.766% | |
11/1/2024 | Winthrop Advisory Group LLC | 2,995 | $211K | 0.0% | N/A | 0.026% | |
10/30/2024 | Milestone Investment Advisors LLC | 17,922 | $1.26M | 0.4% | -5.8% | 0.157% | |
10/29/2024 | Opes Wealth Management LLC | 170,538 | $12.00M | 2.3% | +0.8% | 1.496% | |
10/29/2024 | James Investment Research Inc. | 15,197 | $1.07M | 0.1% | +6.2% | 0.133% | |
10/29/2024 | Chicago Partners Investment Group LLC | 22,029 | $1.55M | 0.1% | +200.0% | 0.193% | |
10/28/2024 | Values Added Financial LLC | 4,700 | $331K | 0.2% | N/A | 0.041% | |
10/25/2024 | Nicholas Hoffman & Company LLC. | 19,670 | $1.38M | 0.1% | +10.5% | 0.173% | |
10/25/2024 | Vanguard Capital Wealth Advisors | 6,226 | $438K | 0.5% | +78.3% | 0.055% | |
10/24/2024 | Sound Stewardship LLC | 198,159 | $13.94M | 7.8% | +1.1% | 1.738% | |
10/24/2024 | Valley National Advisers Inc. | 2,362 | $166K | 0.0% | -67.2% | 0.021% | |
10/21/2024 | Financial Consulate Inc. | 553,625 | $38.96M | 10.3% | +0.8% | 4.856% | |
10/18/2024 | Resonant Capital Advisors LLC | 27,398 | $1.93M | 0.1% | -1.7% | 0.240% | |
10/18/2024 | Sage Financial Management Group Inc. | 5,845 | $411K | 0.2% | N/A | 0.051% | |
10/16/2024 | SeaCrest Wealth Management LLC | 14,468 | $1.02M | 0.1% | +8.5% | 0.127% | |
10/10/2024 | CVA Family Office LLC | 52,246 | $3.68M | 0.6% | -4.5% | 0.458% | |
10/10/2024 | Carnegie Investment Counsel | 5,985 | $421K | 0.0% | -6.4% | 0.053% | |
10/10/2024 | Retirement Planning Group LLC | 6,346 | $447K | 0.0% | -38.2% | 0.056% | |
10/9/2024 | Clarius Group LLC | 28,599 | $2.01M | 0.1% | -0.5% | 0.251% | |
10/8/2024 | CWM LLC | 1,008 | $71K | 0.0% | -21.1% | 0.009% | |
10/8/2024 | Brightwater Advisory LLC | 107,155 | $7.54M | 5.6% | -5.0% | 0.940% | |
10/8/2024 | First National Corp MA ADV | 26,944 | $1.90M | 0.4% | +11.3% | 0.236% | |
10/8/2024 | Mather Group LLC. | 8,200 | $577K | 0.0% | -3.8% | 0.072% | |
10/7/2024 | Foster Group Inc. | 21,435 | $1.51M | 0.1% | +2.3% | 0.188% | |
10/5/2024 | ZRC Wealth Management LLC | 10,713 | $754K | 0.3% | -7.4% | 0.094% | |
9/23/2024 | Centaurus Financial Inc. | 2,169 | $142K | 0.0% | N/A | 0.019% | |
9/10/2024 | Brightwater Advisory LLC | 112,737 | $7.39M | 5.2% | N/A | 0.989% | |
9/5/2024 | Sanctuary Advisors LLC | 10,223 | $653K | 0.0% | N/A | 0.090% | |
8/16/2024 | Creative Planning | 14,445 | $947K | 0.0% | +4.7% | 0.127% | |
8/13/2024 | Callan Capital LLC | 454,527 | $29.81M | 2.5% | -0.5% | 3.987% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 553 | $36K | 0.0% | +252.2% | 0.005% | |
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8/12/2024 | Carolinas Wealth Consulting LLC | 15,167 | $999K | 0.2% | -6.2% | 0.133% | |
8/8/2024 | Envestnet Asset Management Inc. | 69,466 | $4.56M | 0.0% | -5.6% | 0.609% | |
8/8/2024 | Vanguard Capital Wealth Advisors | 3,491 | $229K | 0.2% | N/A | 0.031% | |
8/8/2024 | HHM Wealth Advisors LLC | 38,992 | $2.56M | 0.4% | -4.5% | 0.342% | |
8/6/2024 | Opes Wealth Management LLC | 169,153 | $11.09M | 2.3% | +0.2% | 1.484% | |
8/3/2024 | KM Capital Management Ltd. | 7,062 | $463K | 0.2% | N/A | 0.062% | |
8/3/2024 | Nicholas Hoffman & Company LLC. | 17,795 | $1.17M | 0.1% | +1.5% | 0.156% | |
8/3/2024 | Foster & Motley Inc. | 3,907 | $256K | 0.0% | +7.5% | 0.034% | |
8/2/2024 | Cozad Asset Management Inc. | 11,382 | $746K | 0.1% | +7.4% | 0.100% | |
8/1/2024 | Resonant Capital Advisors LLC | 27,867 | $1.84M | 0.1% | -0.8% | 0.244% | |
7/31/2024 | Commonwealth Equity Services LLC | 23,150 | $1.52M | 0.0% | +5.5% | 0.203% | |
7/30/2024 | Foster Group Inc. | 20,962 | $1.38M | 0.1% | +3.8% | 0.184% | |
7/30/2024 | Mezzasalma Advisors LLC | 48,896 | $3.21M | 1.4% | +77.8% | 0.429% | |
7/30/2024 | Litman Gregory Wealth Management LLC | 7,446 | $488K | 0.0% | +19.6% | 0.065% | |
7/27/2024 | Zimmermann Investment Management & Planning LLC | 3,232 | $212K | 0.1% | -28.0% | 0.028% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 163,612 | $10.73M | 0.0% | +5.6% | 1.435% | |
7/26/2024 | Townsend Asset Management Corp NC ADV | 50,824 | $3.33M | 1.3% | -0.4% | 0.446% | |
7/25/2024 | Systelligence LLC | 198,102 | $12.99M | 3.5% | -1.7% | 1.738% | |
7/25/2024 | Pineridge Advisors LLC | 1,153 | $76K | 0.0% | -32.3% | 0.010% | |
7/25/2024 | Wade Financial Advisory Inc | 15,701 | $1.03M | 0.4% | -1.4% | 0.138% | |
7/24/2024 | Sound Stewardship LLC | 196,008 | $12.85M | 7.8% | +0.2% | 1.719% | |
7/24/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 62,395 | $4.09M | 1.0% | +3.1% | 0.547% | |
7/22/2024 | Chevy Chase Trust Holdings LLC | 8,085 | $530K | 0.0% | -4.7% | 0.071% | |
7/19/2024 | Raymond James & Associates | 29,203 | $1.92M | 0.0% | +8.9% | 0.256% | |
7/17/2024 | AdvisorNet Financial Inc | 13,971 | $916K | 0.1% | +8.0% | 0.123% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 4,734 | $310K | 0.0% | N/A | 0.042% | |
7/15/2024 | MorganRosel Wealth Management LLC | 12,692 | $832K | 0.3% | -6.1% | 0.111% | |
7/15/2024 | Guardian Financial Partners LLC | 69,093 | $4.53M | 3.0% | -2.3% | 0.606% | |
7/15/2024 | Fifth Third Securities Inc. | 10,171 | $670K | 0.1% | N/A | 0.089% | |
7/12/2024 | Hexagon Capital Partners LLC | 609 | $40K | 0.0% | N/A | 0.005% | |
7/12/2024 | First National Corp MA ADV | 24,199 | $1.59M | 0.4% | -2.3% | 0.212% | |
7/10/2024 | CWM LLC | 1,278 | $84K | 0.0% | -81.8% | 0.011% | |
7/10/2024 | CVA Family Office LLC | 54,687 | $3.59M | 0.6% | -1.9% | 0.480% | |
7/9/2024 | ZRC Wealth Management LLC | 11,573 | $759K | 0.4% | -2.7% | 0.102% | |
7/9/2024 | Mather Group LLC. | 8,527 | $565K | 0.0% | -9.5% | 0.075% | |
5/17/2024 | Pineridge Advisors LLC | 1,702 | $113K | 0.0% | +12.0% | 0.015% | |
5/8/2024 | Cozad Asset Management Inc. | 10,595 | $702K | 0.1% | +5.4% | 0.093% | |
5/7/2024 | 49 Wealth Management LLC | 3,918 | $259K | 0.1% | -5.2% | 0.034% | |
5/3/2024 | Callan Capital LLC | 456,809 | $30.27M | 2.7% | -1.3% | 4.043% | |
5/3/2024 | Chevy Chase Trust Holdings LLC | 8,486 | $562K | 0.0% | -5.3% | 0.075% | |
5/1/2024 | Mission Wealth Management LP | 4,827 | $320K | 0.0% | N/A | 0.043% | |
4/30/2024 | Commonwealth Equity Services LLC | 21,938 | $1.45M | 0.0% | +9.3% | 0.194% | |
4/27/2024 | Guardian Financial Partners LLC | 70,688 | $4.68M | 3.2% | -6.7% | 0.626% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 154,948 | $10.27M | 0.0% | +15.9% | 1.371% | |
4/23/2024 | Financial Consulate Inc. | 546,597 | $36.22M | 10.7% | +0.9% | 4.837% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 113,063 | $7.49M | 0.0% | +227.7% | 1.001% | |
4/22/2024 | Nicholas Hoffman & Company LLC. | 17,536 | $1.16M | 0.1% | +37.8% | 0.155% | |
4/20/2024 | Mezzasalma Advisors LLC | 27,506 | $1.82M | 0.9% | +385.4% | 0.296% | |
4/19/2024 | ZRC Wealth Management LLC | 11,897 | $788K | 0.4% | -37.8% | 0.128% | |
4/18/2024 | SeaCrest Wealth Management LLC | 13,263 | $879K | 0.1% | -11.6% | 0.143% | |
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4/18/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 60,526 | $4.01M | 1.0% | -1.8% | 0.651% | |
4/18/2024 | MorganRosel Wealth Management LLC | 13,520 | $896K | 0.3% | -10.8% | 0.145% | |
4/13/2024 | Retirement Planning Group LLC | 10,272 | $681K | 0.1% | -5.3% | 0.110% | |
4/12/2024 | CGN Advisors LLC | 9,819 | $651K | 0.1% | -12.6% | 0.106% | |
4/12/2024 | AdvisorNet Financial Inc | 12,938 | $857K | 0.1% | +5.0% | 0.139% | |
4/12/2024 | Systelligence LLC | 201,600 | $13.36M | 3.5% | -0.3% | 2.168% | |
4/10/2024 | CVA Family Office LLC | 55,746 | $3.69M | 0.7% | -9.4% | 0.599% | |
4/9/2024 | Foster Group Inc. | 20,197 | $1.34M | 0.1% | +10.0% | 0.217% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,300 | $202K | 0.0% | -46.1% | 0.035% | |
3/1/2024 | Pineridge Advisors LLC | 1,520 | $93K | 0.0% | N/A | 0.016% | |