11/1/2024 | Cypress Point Wealth Management LLC | 128,538 | $3.16M | 1.2% | +5.9% | 0.474% | |
10/30/2024 | Landmark Wealth Management LLC | 66,251 | $1.63M | 0.7% | -2.7% | 0.244% | |
10/29/2024 | Opes Wealth Management LLC | 32,545 | $801K | 0.2% | +7.4% | 0.120% | |
10/29/2024 | Farther Finance Advisors LLC | 3,420 | $84K | 0.0% | +36.9% | 0.013% | |
10/25/2024 | Golden State Equity Partners | 17,330 | $426K | 0.1% | -2.8% | 0.064% | |
10/25/2024 | Pallas Capital Advisors LLC | 1,000,528 | $24.22M | 1.0% | +5.5% | 3.692% | |
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10/24/2024 | Wealth Enhancement Advisory Services LLC | 18,693 | $460K | 0.0% | -5.4% | 0.069% | |
10/22/2024 | Private Advisor Group LLC | 43,963 | $1.08M | 0.0% | -26.4% | 0.162% | |
10/22/2024 | Sequoia Financial Advisors LLC | 13,364 | $329K | 0.0% | -14.0% | 0.049% | |
10/21/2024 | Vicus Capital | 206,333 | $5.08M | 0.4% | +4.3% | 0.761% | |
10/21/2024 | Fortis Group Advisors LLC | 37,838 | $931K | 0.2% | +35.4% | 0.140% | |
10/19/2024 | Bernardo Wealth Planning LLC | 195,349 | $4.77M | 1.2% | -3.6% | 0.721% | |
10/18/2024 | Legacy Financial Strategies LLC | 77,658 | $1.91M | 0.4% | -22.1% | 0.287% | |
10/17/2024 | BCS Wealth Management | 41,721 | $1.03M | 0.4% | +11.0% | 0.154% | |
10/17/2024 | TruWealth Advisors LLC | 642,551 | $15.81M | 1.0% | +7.4% | 2.371% | |
10/16/2024 | Smallwood Wealth Investment Management LLC | 40,956 | $1.01M | 0.7% | N/A | 0.151% | |
10/16/2024 | Sunpointe LLC | 8,436 | $208K | 0.2% | N/A | 0.031% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 257,486 | $6.33M | 0.2% | +2.5% | 0.950% | |
10/3/2024 | Park Avenue Securities LLC | 30,942 | $761K | 0.0% | -13.4% | 0.114% | |
10/2/2024 | Massmutual Trust Co. FSB ADV | 214,342 | $5.27M | 0.2% | +12.6% | 0.791% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,517 | $61K | 0.0% | N/A | 0.009% | |
7/26/2024 | Bank of New York Mellon Corp | 299,059 | $7.23M | 0.0% | -2.9% | 1.104% | |
7/23/2024 | Vicus Capital | 197,897 | $4.79M | 0.4% | -0.9% | 0.730% | |
7/17/2024 | AdvisorNet Financial Inc | 43,614 | $1.06M | 0.1% | +2.1% | 0.161% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 190,347 | $4.60M | 0.1% | +18.6% | 0.702% | |
5/1/2024 | Janney Capital Management LLC | 61,162 | $1.49M | 0.1% | -1.2% | 0.226% | |
4/17/2024 | Vicus Capital | 199,769 | $4.87M | 0.4% | +3.3% | 0.743% | |
4/12/2024 | AdvisorNet Financial Inc | 42,731 | $1.04M | 0.1% | +2.1% | 0.159% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 160,464 | $3.91M | 0.1% | -46.4% | 0.845% | |
2/15/2024 | Bartlett & CO. Wealth Management LLC | 10,145 | $250K | 0.0% | N/A | 0.053% | |
2/14/2024 | Waterloo Capital L.P. | 11,884 | $292K | 0.0% | N/A | 0.063% | |
2/12/2024 | Stifel Financial Corp | 375,085 | $9.21M | 0.0% | +59.6% | 1.974% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 158,393 | $3.89M | 0.1% | +8.8% | 0.834% | |
2/8/2024 | Janney Capital Management LLC | 61,918 | $1.52M | 0.1% | N/A | 0.326% | |
2/1/2024 | Vicus Capital | 193,452 | $4.75M | 0.5% | +11.1% | 1.018% | |
1/19/2024 | AdvisorNet Financial Inc | 41,869 | $1.03M | 0.1% | +179.7% | 0.220% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,144,554 | $28.11M | 0.0% | +23.8% | 6.024% | |
1/16/2024 | Raymond James & Associates | 107,037 | $2.63M | 0.0% | -2.0% | 0.563% | |
1/12/2024 | New Hampshire Trust | 125,919 | $3.09M | 0.7% | N/A | 0.663% | |
1/8/2024 | Bartlett & Co. LLC | 10,145 | $250K | 0.0% | N/A | 0.053% | |
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1/3/2024 | Massmutual Trust Co. FSB ADV | 299,224 | $7.35M | 0.2% | +110.2% | 1.575% | |
11/7/2023 | Great Valley Advisor Group Inc. | 352,316 | $8.28M | 0.3% | +15.0% | 1.854% | |
11/6/2023 | Schneider Downs Wealth Management Advisors LP | 861,250 | $20.24M | 4.7% | +24.8% | 4.533% | |
11/6/2023 | Lincoln National Corp | 11,980 | $282K | 0.0% | N/A | 0.063% | |
11/6/2023 | Avantax Planning Partners Inc. | 14,504 | $341K | 0.0% | N/A | 0.076% | |
11/2/2023 | 1776 Wealth LLC | 37,379 | $878K | 0.5% | -17.6% | 0.197% | |
10/30/2023 | Bernardo Wealth Planning LLC | 93,837 | $2.21M | 0.9% | +31.1% | 0.494% | |
10/24/2023 | Bank of New York Mellon Corp | 342,992 | $8.06M | 0.0% | +755.4% | 1.805% | |
10/23/2023 | Vicus Capital | 174,062 | $4.09M | 0.4% | +6.8% | 0.916% | |
10/12/2023 | AdvisorNet Financial Inc | 14,967 | $352K | 0.0% | +1,514.6% | 0.079% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 142,323 | $3.35M | 0.1% | N/A | 0.749% | |
8/17/2023 | Vicus Capital | 162,935 | $3.97M | 0.4% | +1.1% | 0.858% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 243,147 | $5.92M | 0.3% | +13.3% | 1.280% | |
7/21/2023 | Bernardo Wealth Planning LLC | 71,601 | $1.74M | 0.7% | +15.4% | 0.421% | |
7/10/2023 | AE Wealth Management LLC | 28,966 | $706K | 0.0% | -9.0% | 0.170% | |
5/4/2023 | Ten Capital Wealth Advisors LLC | 1,500 | $37K | 0.0% | N/A | 0.009% | |
5/2/2023 | Vicus Capital | 161,087 | $3.96M | 0.4% | +34.0% | 0.965% | |
3/6/2023 | OLD Mission Capital LLC | 219,738 | $5.30M | 0.1% | N/A | 1.400% | |
1/30/2023 | Bernardo Wealth Planning LLC | 62,016 | $1.50M | 0.7% | N/A | 0.395% | |
1/24/2023 | Park Avenue Securities LLC | 13,932 | $336K | 0.0% | N/A | 0.089% | |
1/24/2023 | Saxon Interests Inc. | 77,581 | $1.90M | 1.1% | N/A | 0.497% | |
11/8/2022 | Vicus Capital | 125,683 | $2.94M | 0.3% | -7.5% | 0.967% | |
8/10/2022 | Vicus Capital | 135,914 | $3.30M | 0.4% | +28.9% | 1.182% | |
8/5/2022 | OLD Mission Capital LLC | 40,129 | $974K | 0.0% | N/A | 0.349% | |
7/25/2022 | Parisi Gray Wealth Management | 8,560 | $208K | 0.1% | -28.6% | 0.078% | |
5/11/2022 | Vicus Capital | 105,442 | $2.65M | 0.3% | +63.7% | 1.146% | |
4/15/2022 | WealthBridge Capital Management LLC | 20,913 | $525K | 0.2% | +12.7% | 0.216% | |
2/10/2022 | OLD Mission Capital LLC | 22,287 | $594K | 0.0% | N/A | 0.213% | |
2/10/2022 | Vicus Capital | 64,423 | $1.68M | 0.2% | N/A | 0.616% | |
2/8/2022 | Parisi Gray Wealth Management | 11,988 | $320K | 0.1% | N/A | 0.115% | |
11/15/2021 | Flow Traders U.S. LLC | 38,181 | $1.02M | 0.0% | -21.5% | 0.415% | |
10/7/2021 | Carroll Financial Associates Inc. | 7,316 | $195K | 0.0% | +48.8% | 0.087% | |
8/24/2021 | Flow Traders U.S. LLC | 48,651 | $1.31M | 0.1% | -13.6% | 0.649% | |
8/13/2021 | OLD Mission Capital LLC | 82,639 | $2.22M | 0.1% | N/A | 1.124% | |
5/18/2021 | Flow Traders U.S. LLC | 56,286 | $1.50M | 0.1% | +4.7% | 1.137% | |
4/30/2021 | Wealthcare Advisory Partners LLC | 3,775 | $101K | 0.0% | N/A | 0.083% | |
2/17/2021 | Jane Street Group LLC | 59,112 | $1.58M | 0.0% | +14.4% | 1.938% | |
2/17/2021 | Prestige Wealth Management Group LLC | 251,424 | $6.72M | 1.8% | +10.7% | 8.243% | |
2/12/2021 | LPL Financial LLC | 8,315 | $222K | 0.0% | -11.2% | 0.277% | |
2/12/2021 | Raymond James Financial Services Advisors Inc. | 38,430 | $1.03M | 0.0% | +87.3% | 1.281% | |
2/11/2021 | Mutual Advisors LLC | 22,534 | $602K | 0.0% | -3.1% | 0.751% | |
1/21/2021 | Schneider Downs Wealth Management Advisors LP | 349,259 | $9.34M | 2.6% | +12.1% | 12.255% | |
1/20/2021 | Kestra Advisory Services LLC | 12,221 | $327K | 0.0% | N/A | 0.429% | |