7/1/2024 | Neville Rodie & Shaw Inc. | 22,990 | $4.19M | 0.3% | -2.6% | 0.022% | |
5/30/2024 | Cambridge Trust Co. | 1,213 | $223K | 0.0% | -6.5% | 0.001% | |
5/29/2024 | Soltis Investment Advisors LLC | 12,763 | $2.35M | 0.3% | +1.7% | 0.012% | |
5/24/2024 | Cetera Advisor Networks LLC | 200,776 | $36.92M | 0.2% | +5.2% | 0.188% | |
5/24/2024 | Cetera Advisors LLC | 72,166 | $13.27M | 0.1% | +19.1% | 0.068% | |
5/24/2024 | Cetera Investment Advisers | 327,152 | $60.16M | 0.1% | +424.8% | 0.306% | |
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5/24/2024 | Invst LLC | 47,726 | $8.71M | 1.0% | -0.2% | 0.045% | |
5/22/2024 | Orleans Capital Management Corp LA | 20,365 | $3.75M | 2.5% | +3.6% | 0.019% | |
5/22/2024 | BigSur Wealth Management LLC | 2,785 | $512K | 0.2% | N/A | 0.003% | |
5/21/2024 | Atria Investments Inc | 73,158 | $13.45M | 0.2% | +12.4% | 0.068% | |
5/21/2024 | LRI Investments LLC | 400 | $74K | 0.0% | N/A | 0.000% | |
5/20/2024 | Virtu Financial LLC | 16,559 | $3.05M | 0.2% | -65.2% | 0.015% | |
5/17/2024 | Advisory Resource Group | 5,327 | $980K | 0.2% | +15.5% | 0.005% | |
5/17/2024 | Jaffetilchin Investment Partners LLC | 1,166 | $214K | 0.0% | N/A | 0.001% | |
5/17/2024 | Beacon Capital Management LLC | 655 | $120K | 0.0% | +71.9% | 0.001% | |
5/17/2024 | Comerica Bank | 62,970 | $11.58M | 0.0% | -0.9% | 0.059% | |
5/17/2024 | SkyView Investment Advisors LLC | 13,532 | $2.49M | 0.5% | +7.7% | 0.013% | |
5/16/2024 | Jane Street Group LLC | 282,706 | $51.99M | 0.0% | +419.9% | 0.263% | |
5/16/2024 | Global Financial Private Client LLC | 610 | $111K | 0.0% | -11.1% | 0.001% | |
5/16/2024 | Innova Wealth Partners | 26,509 | $4.88M | 3.8% | -0.8% | 0.025% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 22,684 | $4.17M | 0.1% | +6.8% | 0.021% | |
5/16/2024 | Iron Gate Global Advisors LLC | 1,157 | $211K | 0.0% | -7.1% | 0.001% | |
5/16/2024 | BlueCrest Capital Management Ltd | 20,382 | $3.75M | 0.2% | N/A | 0.019% | |
5/16/2024 | Waverly Advisors LLC | 17,881 | $3.29M | 0.1% | +1,403.9% | 0.017% | |
5/16/2024 | Zurich Insurance Group Ltd FI | 65,104 | $11.75M | 0.1% | +2.3% | 0.061% | |
5/15/2024 | Ascent Group LLC | 3,321 | $611K | 0.1% | -48.5% | 0.003% | |
5/15/2024 | SVB Wealth LLC | 4,666 | $858K | 0.0% | +3.7% | 0.004% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 27,810 | $5.11M | 0.4% | +6.1% | 0.026% | |
5/15/2024 | Talisman Wealth Advisors LLC | 1,943 | $357K | 0.4% | -3.0% | 0.002% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 1,100 | $203K | 0.0% | N/A | 0.001% | |
5/15/2024 | BOKF NA | 2,042 | $373K | 0.0% | -4.9% | 0.002% | |
5/15/2024 | LRI Investments LLC | 400 | $71K | 0.0% | N/A | 0.000% | |
5/15/2024 | 1832 Asset Management L.P. | 19,665 | $3.62M | 0.0% | N/A | 0.018% | |
5/14/2024 | Axxcess Wealth Management LLC | 16,980 | $3.12M | 0.1% | +7.1% | 0.016% | |
5/14/2024 | EP Wealth Advisors LLC | 200,939 | $36.95M | 0.4% | +102.9% | 0.187% | |
5/14/2024 | Freestone Capital Holdings LLC | 2,048 | $377K | 0.0% | +3.0% | 0.002% | |
5/14/2024 | CreativeOne Wealth LLC | 13,594 | $2.50M | 0.1% | +190.2% | 0.013% | |
5/14/2024 | Mattern Wealth Management LLC | 2,310 | $425K | 0.1% | -9.9% | 0.002% | |
5/14/2024 | Natixis | 600,180 | $110.37M | 0.6% | +495.9% | 0.559% | |
5/14/2024 | InterOcean Capital Group LLC | 5,479 | $1.01M | 0.0% | -9.0% | 0.005% | |
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Because your money could be at risk.![](https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=8603&Placement=NativeDisplay&Source=NativeDisplay) Click here and follow the three simple steps Martin shares to protect your savings |
5/14/2024 | Pitcairn Co. | 2,260 | $416K | 0.0% | N/A | 0.002% | |
5/13/2024 | Bessemer Group Inc. | 329 | $61K | 0.0% | -94.9% | 0.000% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 892 | $164K | 0.1% | N/A | 0.001% | |
5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 1,816 | $334K | 0.0% | -46.1% | 0.002% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 5,922 | $1.09M | 0.0% | +25.6% | 0.006% | |
5/13/2024 | Alerus Financial NA | 29,318 | $5.39M | 0.4% | -43.6% | 0.027% | |
5/11/2024 | Davis R M Inc. | 38,244 | $7.03M | 0.1% | -3.7% | 0.036% | |
5/11/2024 | Beaumont Financial Advisors LLC | 7,865 | $1.45M | 0.1% | -9.7% | 0.007% | |
5/11/2024 | Ironwood Investment Counsel LLC | 1,595 | $293K | 0.1% | N/A | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 8,239 | $1.52M | 0.1% | +28.6% | 0.008% | |
5/11/2024 | Edgestream Partners L.P. | 9,247 | $1.70M | 0.1% | +60.4% | 0.009% | |
5/10/2024 | Osaic Holdings Inc. | 254,673 | $46.86M | 0.1% | -38.7% | 0.237% | |
5/10/2024 | TIAA Trust National Association | 17,578 | $3.23M | 0.0% | -1.4% | 0.016% | |
5/10/2024 | Cornerstone Advisors LLC | 15,400 | $2.83M | 0.1% | N/A | 0.014% | |
5/10/2024 | Councilmark Asset Management LLC | 2,700 | $497K | 0.4% | N/A | 0.003% | |
5/10/2024 | Banco Santander S.A. | 9,510 | $1.75M | 0.0% | -3.8% | 0.009% | |
5/10/2024 | Tocqueville Asset Management L.P. | 9,347 | $1.72M | 0.0% | -14.6% | 0.009% | |
5/10/2024 | Cumberland Partners Ltd | 2,929 | $539K | 0.0% | +2.4% | 0.003% | |
5/10/2024 | Nwam LLC | 20,285 | $3.62M | 0.3% | -1.3% | 0.019% | |
5/9/2024 | Private Portfolio Partners LLC | 1,628 | $299K | 0.1% | -4.0% | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 10,034 | $1.85M | 0.0% | +32.3% | 0.009% | |
5/9/2024 | Blair William & Co. IL | 19,389 | $3.57M | 0.0% | -3.1% | 0.018% | |
5/9/2024 | Kingsview Wealth Management LLC | 71,218 | $13.10M | 0.3% | -42.3% | 0.066% | |
5/9/2024 | Ledyard National Bank | 8,344 | $1.53M | 0.1% | -17.9% | 0.008% | |
5/9/2024 | Dearborn Partners LLC | 3,109 | $572K | 0.0% | +30.9% | 0.003% | |
5/9/2024 | Pettyjohn Wood & White Inc. | 9,138 | $1.68M | 0.3% | +4.1% | 0.009% | |
5/9/2024 | Koshinski Asset Management Inc. | 3,035 | $558K | 0.1% | N/A | 0.003% | |
5/8/2024 | Camarda Financial Advisors LLC | 69,682 | $12.81M | 5.2% | -1.7% | 0.065% | |
5/8/2024 | Private Wealth Advisors LLC | 6,022 | $1.11M | 0.5% | -28.5% | 0.006% | |
5/8/2024 | Financial & Tax Architects LLC | 3,494 | $643K | 0.2% | -8.0% | 0.003% | |
5/8/2024 | Motley Fool Wealth Management LLC | 1,142 | $210K | 0.0% | -16.9% | 0.001% | |
5/8/2024 | Advisors Preferred LLC | 1,458 | $266K | 0.0% | N/A | 0.001% | |
5/8/2024 | Avantax Advisory Services Inc. | 67,871 | $12.48M | 0.1% | +15.4% | 0.063% | |
5/8/2024 | US Bancorp DE | 297,728 | $54.75M | 0.1% | -1.1% | 0.277% | |
5/8/2024 | Russell Investments Group Ltd. | 429 | $79K | 0.0% | +20.5% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 2,669 | $491K | 0.0% | -14.7% | 0.002% | |
5/8/2024 | Headlands Technologies LLC | 2,528 | $465K | 0.1% | N/A | 0.002% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 4,890 | $899K | 0.0% | -1.5% | 0.005% | |
5/8/2024 | Thoroughbred Financial Services LLC | 1,471 | $270K | 0.0% | -10.8% | 0.001% | |
5/7/2024 | Choate Investment Advisors | 11,192 | $2.06M | 0.1% | +22.9% | 0.010% | |
5/7/2024 | Concurrent Investment Advisors LLC | 30,686 | $5.64M | 0.2% | +0.2% | 0.028% | |
5/7/2024 | Atomi Financial Group Inc. | 2,749 | $506K | 0.0% | -12.5% | 0.003% | |
5/7/2024 | Susquehanna International Group Ltd. | 3,612 | $664K | 0.2% | N/A | 0.003% | |
5/7/2024 | KCM Investment Advisors LLC | 224,063 | $41.20M | 1.5% | +0.6% | 0.208% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 96,800 | $17.80M | 0.3% | +91.4% | 0.090% | |
5/7/2024 | Oppenheimer & Co. Inc. | 13,719 | $2.52M | 0.0% | -51.2% | 0.013% | |
5/7/2024 | PFG Advisors | 5,461 | $1.00M | 0.1% | +6.0% | 0.005% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,236 | $411K | 0.0% | +20.2% | 0.002% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 1,200 | $221K | 0.0% | N/A | 0.001% | |
5/7/2024 | Wealthspire Advisors LLC | 2,937 | $540K | 0.0% | +16.9% | 0.003% | |
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5/7/2024 | SG Americas Securities LLC | 115,135 | $21.17M | 0.1% | -133.2% | 0.107% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 49,807 | $9.16M | 0.0% | +91.0% | 0.046% | |
5/6/2024 | Leuthold Group LLC | 2,831 | $521K | 0.1% | +2.4% | 0.003% | |
5/6/2024 | MGB Wealth Management LLC | 310 | $57K | 0.0% | +47.6% | 0.000% | |
5/6/2024 | Advisory Services Network LLC | 43,750 | $8.05M | 0.2% | +6.1% | 0.041% | |
5/6/2024 | Advisory Alpha LLC | 192,737 | $35.44M | 1.5% | +0.3% | 0.179% | |
5/4/2024 | Howland Capital Management LLC | 1,875 | $345K | 0.0% | N/A | 0.002% | |
5/4/2024 | Geneos Wealth Management Inc. | 2,571 | $473K | 0.0% | +28.2% | 0.002% | |
5/4/2024 | Essex LLC | 2,937 | $540K | 0.1% | -20.9% | 0.003% | |
5/4/2024 | Riggs Asset Managment Co. Inc. | 1,230 | $226K | 0.1% | -69.9% | 0.001% | |