11/15/2024 | Stifel Financial Corp | 12,526 | $301K | 0.0% | -57.6% | 0.120% | |
11/14/2024 | Rockefeller Capital Management L.P. | 56,436 | $1.36M | 0.0% | +6.4% | 0.539% | |
11/14/2024 | CreativeOne Wealth LLC | 17,229 | $414K | 0.0% | +17.2% | 0.165% | |
11/13/2024 | Acorn Wealth Advisors LLC | 12,350 | $297K | 0.1% | +16.5% | 0.118% | |
11/13/2024 | Private Trust Co. NA | 6,723 | $162K | 0.0% | +95.3% | 0.064% | |
11/8/2024 | Segall Bryant & Hamill LLC | 12,612 | $303K | 0.0% | N/A | 0.120% | |
|
11/7/2024 | Napa Wealth Management | 38,758 | $932K | 0.4% | +35.3% | 0.370% | |
11/5/2024 | Paulson Wealth Management Inc. | 19,716 | $474K | 0.1% | -5.6% | 0.188% | |
10/31/2024 | Ironsides Asset Advisors LLC | 42,496 | $1.02M | 0.3% | -1.3% | 0.406% | |
10/30/2024 | Leslie Global Wealth LLC | 202,006 | $4.86M | 2.4% | +6.6% | 1.929% | |
10/29/2024 | Princeton Global Asset Management LLC | 87,747 | $2.11M | 0.4% | +1.5% | 0.838% | |
10/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 8,730 | $210K | 0.1% | -59.8% | 0.083% | |
10/24/2024 | Investment Partners Asset Management Inc. | 152,293 | $3.66M | 3.0% | +5.1% | 1.455% | |
10/23/2024 | West Michigan Advisors LLC | 10,099 | $243K | 0.1% | N/A | 0.096% | |
10/16/2024 | FLC Capital Advisors | 19,132 | $460K | 0.1% | +80.3% | 0.183% | |
10/11/2024 | Creative Planning | 171,806 | $4.13M | 0.0% | +31.1% | 1.641% | |
10/8/2024 | Strategic Wealth Partners Ltd. | 21,623 | $520K | 0.0% | -8.0% | 0.207% | |
9/5/2024 | Sanctuary Advisors LLC | 75,373 | $1.75M | 0.0% | N/A | 0.720% | |
8/21/2024 | Truist Financial Corp | 54,303 | $1.28M | 0.0% | +11.1% | 0.519% | |
8/16/2024 | Creative Planning | 131,089 | $3.10M | 0.0% | +43.6% | 1.252% | |
8/6/2024 | Ausdal Financial Partners Inc. | 54,677 | $1.29M | 0.1% | +5.1% | 0.522% | |
7/30/2024 | Integral Investment Advisors Inc. | 13,322 | $317K | 0.1% | +33.8% | 0.127% | |
7/30/2024 | International Assets Investment Management LLC | 8,960 | $212K | 0.0% | N/A | 0.086% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 48,043 | $1.14M | 0.0% | N/A | 0.459% | |
7/26/2024 | Paulson Wealth Management Inc. | 20,880 | $494K | 0.1% | -3.1% | 0.199% | |
7/17/2024 | Seed Wealth Management Inc. | 50,225 | $1.19M | 1.0% | -15.0% | 0.480% | |
7/16/2024 | FLC Capital Advisors | 10,613 | $251K | 0.1% | N/A | 0.101% | |
7/10/2024 | CWM LLC | 4,904 | $116K | 0.0% | -34.4% | 0.047% | |
7/9/2024 | Investment Partners Asset Management Inc. | 144,961 | $3.43M | 3.1% | +8.5% | 1.385% | |
5/24/2024 | Cetera Advisors LLC | 41,989 | $994K | 0.0% | +366.8% | 0.401% | |
5/24/2024 | Cetera Investment Advisers | 140,514 | $3.33M | 0.0% | -39.7% | 1.342% | |
5/20/2024 | Strategic Wealth Partners Ltd. | 26,840 | $636K | 0.1% | -3.0% | 0.256% | |
5/17/2024 | Comerica Bank | 28,762 | $681K | 0.0% | +9.0% | 0.275% | |
5/14/2024 | CreativeOne Wealth LLC | 10,216 | $242K | 0.0% | N/A | 0.097% | |
5/11/2024 | Ironsides Asset Advisors LLC | 50,236 | $1.19M | 0.4% | +311.6% | 0.479% | |
5/7/2024 | Bedel Financial Consulting Inc. | 246,054 | $5.83M | 0.9% | -3.4% | 2.348% | |
5/4/2024 | Paulson Wealth Management Inc. | 21,556 | $510K | 0.1% | -12.7% | 0.206% | |
5/1/2024 | Janney Montgomery Scott LLC | 385,656 | $9.13M | 0.0% | +28.1% | 3.680% | |
4/25/2024 | Capital Investment Advisory Services LLC | 5,285 | $125K | 0.0% | N/A | 0.050% | |
4/16/2024 | Seed Wealth Management Inc. | 59,055 | $1.40M | 1.3% | -6.0% | 0.562% | |
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4/15/2024 | Investment Partners Asset Management Inc. | 133,654 | $3.17M | 2.9% | +2.7% | 1.273% | |
2/13/2024 | Paulson Wealth Management Inc. | 24,687 | $572K | 0.2% | -71.7% | 0.253% | |
2/12/2024 | Evermay Wealth Management LLC | 4,500 | $104K | 0.0% | N/A | 0.046% | |
2/9/2024 | Corient Private Wealth LLC | 23,521 | $545K | 0.0% | -8.3% | 0.241% | |
2/8/2024 | Bedel Financial Consulting Inc. | 254,813 | $5.90M | 1.1% | +1.3% | 2.616% | |
2/8/2024 | Janney Montgomery Scott LLC | 301,074 | $6.97M | 0.0% | +2.9% | 3.091% | |
2/6/2024 | Coulter & Justus Financial Services LLC | 19,565 | $453K | 0.3% | -45.1% | 0.201% | |
2/2/2024 | Truist Financial Corp | 53,622 | $1.24M | 0.0% | -34.6% | 0.551% | |
2/1/2024 | CWM LLC | 7,478 | $173K | 0.0% | N/A | 0.077% | |
1/25/2024 | International Assets Investment Management LLC | 152,856 | $3.54M | 0.0% | N/A | 1.569% | |
1/25/2024 | Investment Partners Asset Management Inc. | 130,119 | $3.01M | 3.0% | N/A | 1.336% | |
1/25/2024 | Walter & Keenan Wealth Management LLC IN ADV | 23,707 | $549K | 0.2% | -21.4% | 0.243% | |
1/24/2024 | International Assets Investment Management LLC | 152,856 | $3.54M | 0.0% | N/A | 1.569% | |
1/24/2024 | Seed Wealth Management Inc. | 62,855 | $1.45M | 1.5% | -13.5% | 0.645% | |
1/22/2024 | Princeton Global Asset Management LLC | 89,340 | $2.07M | 0.5% | -5.8% | 0.917% | |
1/19/2024 | Columbus Macro LLC | 101,955 | $2.37M | 0.9% | N/A | 1.047% | |
1/9/2024 | Castle Rock Wealth Management LLC | 37,396 | $868K | 0.3% | -20.1% | 0.384% | |
11/16/2023 | Atticus Wealth Management LLC | 3,082 | $71K | 0.0% | -18.9% | 0.032% | |
11/13/2023 | LPL Financial LLC | 234,647 | $5.39M | 0.0% | +3.1% | 2.409% | |
11/13/2023 | Kestra Advisory Services LLC | 12,085 | $277K | 0.0% | -22.5% | 0.124% | |
11/8/2023 | Janney Montgomery Scott LLC | 292,664 | $6.72M | 0.0% | N/A | 3.005% | |
11/4/2023 | Coulter & Justus Financial Services LLC | 35,663 | $819K | 0.6% | +3.5% | 0.366% | |
11/3/2023 | Private Advisor Group LLC | 9,000 | $207K | 0.0% | -33.6% | 0.092% | |
11/1/2023 | Paulson Wealth Management Inc. | 87,167 | $2.00M | 0.7% | +1.5% | 0.895% | |
10/31/2023 | Golden Green Inc. | 25,333 | $582K | 0.6% | +11.2% | 0.260% | |
10/27/2023 | Princeton Global Asset Management LLC | 94,804 | $2.18M | 0.6% | -1.8% | 0.973% | |
10/27/2023 | Gradient Investments LLC | 3,654 | $84K | 0.0% | -67.7% | 0.038% | |
10/20/2023 | Walter & Keenan Wealth Management LLC IN ADV | 30,169 | $693K | 0.3% | -1.5% | 0.310% | |
10/16/2023 | Beacon Financial Group | 27,735 | $637K | 0.1% | -27.2% | 0.285% | |
10/16/2023 | Seed Wealth Management Inc. | 72,685 | $1.67M | 1.9% | -16.6% | 0.746% | |
10/12/2023 | RVW Wealth LLC | 3,781 | $87K | 0.0% | N/A | 0.039% | |
10/11/2023 | Castle Rock Wealth Management LLC | 46,782 | $1.04M | 0.3% | +2.9% | 0.480% | |
8/15/2023 | Ironsides Asset Advisors LLC | 18,320 | $405K | 0.2% | -3.8% | 0.188% | |
8/14/2023 | Perennial Investment Advisors LLC | 16,664 | $372K | 0.1% | +12.1% | 0.171% | |
8/10/2023 | GeoWealth Management LLC | 7,690 | $171K | 0.0% | -47.2% | 0.079% | |
8/10/2023 | Cetera Advisors LLC | 15,518 | $347K | 0.0% | -7.1% | 0.159% | |
8/10/2023 | Cetera Advisor Networks LLC | 12,198 | $272K | 0.0% | -52.8% | 0.125% | |
8/10/2023 | Cetera Investment Advisers | 27,601 | $616K | 0.0% | -77.5% | 0.283% | |
8/8/2023 | Prospera Financial Services Inc | 27,400 | $612K | 0.0% | +6.4% | 0.281% | |
8/4/2023 | Envestnet Asset Management Inc. | 104,441 | $2.33M | 0.0% | -38.1% | 1.072% | |
8/3/2023 | Texas Yale Capital Corp. | 17,631 | $394K | 0.0% | +24.8% | 0.181% | |
8/2/2023 | Acorn Wealth Advisors LLC | 10,465 | $234K | 0.2% | +15.7% | 0.107% | |
8/1/2023 | Kistler Tiffany Companies LLC | 55,405 | $1.24M | 0.2% | +66.6% | 0.569% | |
7/31/2023 | LPL Financial LLC | 227,593 | $5.08M | 0.0% | +100.7% | 2.337% | |
7/31/2023 | Coulter & Justus Financial Services LLC | 34,448 | $769K | 0.5% | -44.4% | 0.354% | |
7/28/2023 | Walter & Keenan Wealth Management LLC IN ADV | 30,633 | $684K | 0.3% | -16.3% | 0.260% | |
7/27/2023 | Seed Wealth Management Inc. | 87,120 | $1.95M | 2.1% | +90.8% | 0.740% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,861 | $42K | 0.0% | -23.5% | 0.016% | |
7/21/2023 | Byrne Asset Management LLC | 22,830 | $510K | 0.3% | -14.3% | 0.194% | |
7/21/2023 | Columbus Macro LLC | 10,467 | $234K | 0.1% | -12.0% | 0.089% | |
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7/21/2023 | Atticus Wealth Management LLC | 3,801 | $85K | 0.0% | -28.6% | 0.032% | |
7/20/2023 | Beacon Financial Group | 38,096 | $850K | 0.1% | -19.0% | 0.324% | |
7/13/2023 | Golden Green Inc. | 22,775 | $509K | 0.6% | +4.8% | 0.194% | |
7/11/2023 | Gradient Investments LLC | 11,312 | $253K | 0.0% | -99.4% | 0.096% | |
7/11/2023 | Bard Financial Services Inc. | 546,735 | $12.21M | 0.9% | +1.9% | 4.645% | |
7/11/2023 | Castle Rock Wealth Management LLC | 45,473 | $1.02M | 0.3% | -3.2% | 0.386% | |
5/12/2023 | Castle Rock Wealth Management LLC | 46,990 | $1.01M | 0.4% | N/A | 0.403% | |
5/12/2023 | Perennial Investment Advisors LLC | 14,860 | $340K | 0.1% | N/A | 0.127% | |
5/11/2023 | Golden Green Inc. | 21,734 | $497K | 0.6% | N/A | 0.186% | |
5/10/2023 | Private Advisor Group LLC | 13,297 | $304K | 0.0% | N/A | 0.114% | |