2/17/2025 | Cetera Investment Advisers | 17,371 | $692K | 0.0% | +7.3% | 0.259% | |
2/17/2025 | Bank of America Corp DE | 285,185 | $11.36M | 0.0% | -1.3% | 4.256% | |
2/17/2025 | Ameriprise Financial Inc. | 5,990 | $239K | 0.0% | N/A | 0.089% | |
2/14/2025 | Jane Street Group LLC | 602,400 | $24M | 0.0% | +201.5% | 8.991% | |
2/14/2025 | Betterment LLC | 16,260 | $648K | 0.0% | N/A | 0.243% | |
2/14/2025 | IHT Wealth Management LLC | 6,047 | $241K | 0.0% | -4.0% | 0.090% | |
2/13/2025 | Keystone Financial Group | 6,700 | $267K | 0.0% | N/A | 0.100% | |
2/13/2025 | Raymond James Financial Inc. | 37,223 | $1.48M | 0.0% | N/A | 0.556% | |
2/13/2025 | Wells Fargo & Company MN | 75,745 | $3.02M | 0.0% | +5.7% | 1.131% | |
2/11/2025 | Paces Ferry Wealth Advisors LLC | 16,360 | $652K | 0.3% | +18.2% | 0.244% | |
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2/11/2025 | LPL Financial LLC | 205,681 | $8.19M | 0.0% | -11.8% | 3.070% | |
2/10/2025 | Diversified Enterprises LLC | 5,425 | $216K | 0.0% | +5.3% | 0.081% | |
2/7/2025 | Independent Advisor Alliance | 5,190 | $207K | 0.0% | N/A | 0.077% | |
2/7/2025 | K2 Financial Inc. | 13,397 | $530K | 0.5% | N/A | 0.200% | |
2/6/2025 | Raymond James Financial Inc. | 37,223 | $1.48M | 0.0% | N/A | 0.556% | |
2/6/2025 | Jones Financial Companies Lllp | 830 | $33K | 0.0% | N/A | 0.012% | |
2/3/2025 | Private Advisor Group LLC | 7,212 | $287K | 0.0% | +5.9% | 0.108% | |
1/31/2025 | Global Retirement Partners LLC | 870 | $35K | 0.0% | -57.2% | 0.013% | |
1/31/2025 | Treasure Coast Financial Planning | 100,557 | $4.01M | 2.6% | +3.8% | 1.501% | |
1/28/2025 | Lodestar Private Asset Management LLC | 7,524 | $300K | 0.0% | -20.4% | 0.112% | |
1/27/2025 | Mather Group LLC. | 7,503,591 | $298.94M | 3.9% | +139.2% | 111.994% | |
1/23/2025 | Crews Bank & Trust | 800 | $32K | 0.0% | N/A | 0.012% | |
1/23/2025 | Allen Capital Group LLC | 23,148 | $922K | 0.1% | -2.5% | 0.345% | |
11/15/2024 | MML Investors Services LLC | 8,171 | $363K | 0.0% | +9.0% | 0.122% | |
11/15/2024 | Jane Street Group LLC | 199,823 | $8.88M | 0.0% | +33.9% | 2.982% | |
11/15/2024 | IHT Wealth Management LLC | 6,297 | $269K | 0.0% | -21.7% | 0.094% | |
11/13/2024 | FMR LLC | 3,091 | $137K | 0.0% | +259.0% | 0.046% | |
11/13/2024 | Pacific Financial Group Inc. | 10,374 | $461K | 0.3% | N/A | 0.155% | |
11/12/2024 | Allen Capital Group LLC | 23,734 | $1.05M | 0.1% | -2.8% | 0.354% | |
10/22/2024 | Private Advisor Group LLC | 6,809 | $302K | 0.0% | -44.6% | 0.102% | |
10/15/2024 | Bbjs Financial Advisors LLC | 7,690 | $342K | 0.1% | -3.2% | 0.115% | |
10/8/2024 | Mather Group LLC. | 3,137,122 | $139.35M | 1.8% | N/A | 46.823% | |
8/12/2024 | Paces Ferry Wealth Advisors LLC | 11,699 | $488K | 0.3% | +68.5% | 0.175% | |
8/5/2024 | Private Advisor Group LLC | 12,283 | $513K | 0.0% | -88.2% | 0.183% | |
8/2/2024 | Larson Financial Group LLC | 1,050 | $44K | 0.0% | N/A | 0.016% | |
7/27/2024 | Strategic Blueprint LLC | 17,967 | $750K | 0.1% | N/A | 0.268% | |
7/16/2024 | Bbjs Financial Advisors LLC | 7,941 | $332K | 0.1% | -3.4% | 0.119% | |
7/11/2024 | Cedar Mountain Advisors LLC | 213,747 | $8.92M | 2.2% | +0.5% | 3.190% | |
7/9/2024 | Lynx Investment Advisory | 1,113 | $46K | 0.0% | N/A | 0.017% | |
5/16/2024 | Jane Street Group LLC | 109,558 | $4.61M | 0.0% | +16.2% | 1.635% | |
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5/15/2024 | Flow Traders U.S. LLC | 275,124 | $11.58M | 0.6% | +24.8% | 4.106% | |
5/2/2024 | Diversified LLC | 5,124 | $216K | 0.0% | N/A | 0.076% | |
5/1/2024 | Paces Ferry Wealth Advisors LLC | 6,942 | $292K | 0.2% | N/A | 0.104% | |
4/30/2024 | Private Advisor Group LLC | 103,985 | $4.38M | 0.0% | +0.9% | 1.552% | |
4/27/2024 | Treasure Coast Financial Planning | 95,103 | $4.00M | 2.6% | +6.9% | 1.419% | |
4/25/2024 | Lodestar Private Asset Management LLC | 9,457 | $398K | 0.1% | N/A | 0.141% | |
2/9/2024 | InterOcean Capital Group LLC | 12,380 | $499K | 0.0% | -35.0% | 0.105% | |
2/8/2024 | Level Four Advisory Services LLC | 243,602 | $9.82M | 0.6% | +5.1% | 2.064% | |
2/6/2024 | Private Advisor Group LLC | 103,066 | $4.16M | 0.0% | +21.8% | 0.873% | |
2/1/2024 | Treasure Coast Financial Planning | 88,929 | $3.59M | 2.5% | +2.3% | 0.754% | |
2/1/2024 | CWM LLC | 7,707 | $311K | 0.0% | -24.2% | 0.065% | |
1/24/2024 | Private Trust Co. NA | 4,200 | $169K | 0.0% | +8.7% | 0.036% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 10,823 | $436K | 0.1% | -81.5% | 0.092% | |
1/19/2024 | Worth Financial Advisory Group LLC | 5,208 | $210K | 0.2% | -30.7% | 0.044% | |
1/16/2024 | Cedar Mountain Advisors LLC | 213,535 | $8.61M | 2.3% | -0.4% | 1.810% | |
1/16/2024 | Raymond James & Associates | 34,358 | $1.39M | 0.0% | -0.9% | 0.291% | |
1/12/2024 | Advisor Resource Council | 25,143 | $1.01M | 0.1% | N/A | 0.213% | |
11/13/2023 | Jacobi Capital Management LLC | 225,795 | $8.15M | 0.9% | +0.6% | 1.914% | |
11/13/2023 | LPL Financial LLC | 381,133 | $13.76M | 0.0% | -64.3% | 3.230% | |
11/9/2023 | Bbjs Financial Advisors LLC | 8,577 | $310K | 0.1% | -14.7% | 0.073% | |
11/6/2023 | Treasure Coast Financial Planning | 86,937 | $3.14M | 2.2% | +0.6% | 0.737% | |
11/3/2023 | Private Advisor Group LLC | 84,626 | $3.06M | 0.0% | +6.0% | 0.717% | |
11/1/2023 | Allen Capital Group LLC | 25,913 | $920K | 0.2% | -4.5% | 0.220% | |
10/30/2023 | Tradewinds Capital Management LLC | 1,378 | $50K | 0.0% | -62.8% | 0.012% | |
10/26/2023 | Castleview Partners LLC | 1,490 | $54K | 0.0% | -67.7% | 0.013% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 14,777 | $534K | 0.0% | N/A | 0.125% | |
10/23/2023 | Cedar Mountain Advisors LLC | 214,391 | $7.74M | 2.3% | +1.2% | 1.817% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 58,471 | $2.11M | 0.6% | -2.9% | 0.496% | |
10/18/2023 | Private Trust Co. NA | 3,863 | $139K | 0.0% | +51.1% | 0.033% | |
10/13/2023 | Worth Financial Advisory Group LLC | 7,516 | $271K | 0.2% | +22.5% | 0.064% | |
10/11/2023 | CWM LLC | 10,167 | $367K | 0.0% | -12.8% | 0.086% | |
10/11/2023 | KWB Wealth | 14,754 | $568K | 0.1% | -6.1% | 0.125% | |
9/12/2023 | Farther Finance Advisors LLC | 1,330 | $51K | 0.0% | +763.6% | 0.011% | |
8/21/2023 | VisionPoint Advisory Group LLC | 1,237 | $48K | 0.0% | N/A | 0.010% | |
8/14/2023 | American Trust | 87,285 | $3.36M | 0.2% | -3.9% | 0.740% | |
8/10/2023 | Osaic Holdings Inc. | 169,241 | $6.52M | 0.0% | +14.3% | 1.434% | |
8/10/2023 | GeoWealth Management LLC | 102,685 | $3.96M | 0.4% | +35.7% | 0.870% | |
8/10/2023 | Private Advisor Group LLC | 79,810 | $3.07M | 0.0% | +1.0% | 0.676% | |
8/10/2023 | Cetera Advisors LLC | 9,652 | $372K | 0.0% | N/A | 0.082% | |
8/10/2023 | Cetera Advisor Networks LLC | 9,548 | $368K | 0.0% | +5.6% | 0.081% | |
8/10/2023 | Cetera Investment Advisers | 16,062 | $619K | 0.0% | +30.0% | 0.136% | |
8/9/2023 | Coastal Investment Advisors Inc. | 3,616 | $139K | 0.0% | N/A | 0.031% | |
8/8/2023 | Jacobi Capital Management LLC | 224,407 | $8.64M | 1.0% | +2.0% | 1.902% | |
8/8/2023 | Aveo Capital Partners LLC | 33,032 | $1.27M | 0.2% | +16.5% | 0.280% | |
8/8/2023 | Balboa Wealth Partners | 15,457 | $595K | 0.2% | +48.6% | 0.131% | |
8/7/2023 | Keystone Financial Group | 6,400 | $246K | 0.0% | N/A | 0.054% | |
8/4/2023 | Envestnet Asset Management Inc. | 575,447 | $22.16M | 0.0% | +37.9% | 4.877% | |
8/4/2023 | Sandy Spring Bank | 695 | $27K | 0.0% | N/A | 0.006% | |
8/3/2023 | Atomi Financial Group Inc. | 5,407 | $208K | 0.1% | N/A | 0.046% | |
8/3/2023 | Atria Wealth Solutions Inc. | 8,369 | $322K | 0.0% | +50.5% | 0.071% | |
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8/3/2023 | CWM LLC | 11,663 | $449K | 0.0% | +171.7% | 0.099% | |
8/3/2023 | Bbjs Financial Advisors LLC | 10,054 | $387K | 0.2% | -3.9% | 0.085% | |
7/31/2023 | LPL Financial LLC | 1,067,812 | $41.12M | 0.0% | +45.7% | 9.450% | |
7/26/2023 | Raleigh Capital Management Inc. | 50,277 | $1.94M | 1.0% | +34.0% | 0.445% | |
7/25/2023 | Richard W. Paul & Associates LLC | 9,912 | $382K | 0.2% | +5.5% | 0.088% | |
7/24/2023 | KWB Wealth | 15,705 | $605K | 0.1% | N/A | 0.139% | |
7/24/2023 | Aspire Private Capital LLC | 217,668 | $8.38M | 2.7% | +28.2% | 1.926% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 60,219 | $2.32M | 0.6% | -4.9% | 0.533% | |
7/21/2023 | Austin Private Wealth LLC | 17,357 | $668K | 0.1% | +7.6% | 0.154% | |
7/21/2023 | Activest Wealth Management | 1,135 | $104K | 0.1% | N/A | 0.010% | |