5/2/2024 | Graypoint LLC | 10,789 | $541K | 0.0% | -39.3% | 0.087% | |
5/1/2024 | Janney Montgomery Scott LLC | 10,733 | $538K | 0.0% | +34.3% | 0.087% | |
4/5/2024 | VERITY Wealth Advisors | 15,421 | $773K | 0.6% | +53.6% | 0.150% | |
4/3/2024 | Arden Trust Co | 36,843 | $1.85M | 0.3% | +5.2% | 0.358% | |
2/13/2024 | Hirtle Callaghan & Co LLC | 7,124 | $356K | 0.0% | N/A | 0.069% | |
2/7/2024 | One Capital Management LLC | 15,227 | $761K | 0.0% | -39.7% | 0.148% | |
|
2/7/2024 | Valley Wealth Managers Inc. | 846 | $42K | 0.0% | +31.0% | 0.008% | |
2/2/2024 | Cross Staff Investments Inc | 8,000 | $400K | 0.4% | N/A | 0.078% | |
1/29/2024 | ORG Partners LLC | 1,499 | $75K | 0.0% | N/A | 0.015% | |
1/23/2024 | Integrated Investment Consultants LLC | 86,400 | $4.32M | 0.7% | N/A | 0.839% | |
1/4/2024 | VERITY Wealth Advisors | 10,038 | $502K | 0.4% | N/A | 0.097% | |
1/4/2024 | Arden Trust Co | 35,015 | $1.75M | 0.3% | -34.5% | 0.340% | |
11/15/2023 | Integrated Wealth Concepts LLC | 1,241,135 | $61.82M | 1.1% | +1,015.5% | 12.050% | |
11/8/2023 | Janney Montgomery Scott LLC | 7,990 | $398K | 0.0% | -20.0% | 0.078% | |
11/6/2023 | Aveo Capital Partners LLC | 10,021 | $499K | 0.1% | N/A | 0.097% | |
11/6/2023 | Sigma Planning Corp | 37,135 | $1.85M | 0.1% | +9.0% | 0.361% | |
11/6/2023 | Lincoln National Corp | 18,908 | $942K | 0.0% | -8.5% | 0.184% | |
10/10/2023 | Arden Trust Co | 53,425 | $2.66M | 0.4% | +41.2% | 0.519% | |
10/4/2023 | Massmutual Trust Co. FSB ADV | 8,697 | $433K | 0.0% | N/A | 0.084% | |
7/28/2023 | Hallmark Capital Management Inc. | 646 | $32K | 0.0% | -69.5% | 0.007% | |
7/21/2023 | Graypoint LLC | 17,774 | $887K | 0.1% | -9.9% | 0.192% | |
7/17/2023 | First International Bank & Trust | 21,750 | $1.09M | 0.3% | +53.7% | 0.235% | |
7/14/2023 | Arden Trust Co | 37,838 | $1.89M | 0.3% | N/A | 0.409% | |
7/10/2023 | Foster Group Inc. | 446,074 | $22.26M | 1.3% | +3.3% | 4.822% | |
7/10/2023 | Kwmg LLC | 38,946 | $1.94M | 0.2% | +6.2% | 0.421% | |
7/10/2023 | AE Wealth Management LLC | 23,402 | $1.17M | 0.0% | -45.8% | 0.253% | |
5/12/2023 | NewEdge Advisors LLC | 60,151 | $3.01M | 0.0% | -6.4% | 0.654% | |
5/11/2023 | Icon Wealth Partners LLC | 2,320 | $116K | 0.0% | N/A | 0.025% | |
5/11/2023 | One Capital Management LLC | 29,222 | $1.46M | 0.1% | -39.2% | 0.318% | |
5/3/2023 | Integrated Wealth Concepts LLC | 72,806 | $3.64M | 0.1% | -90.9% | 0.791% | |
5/2/2023 | Graypoint LLC | 19,729 | $986K | 0.1% | -11.6% | 0.214% | |
3/6/2023 | Rockefeller Capital Management L.P. | 5,296 | $263K | 0.0% | -15.9% | 0.000% | |
3/6/2023 | OLD Mission Capital LLC | 6,180 | $307K | 0.0% | N/A | 0.000% | |
2/17/2023 | Ascent Group LLC | 30,124 | $1.50M | 0.2% | +27.1% | 0.000% | |
2/14/2023 | Tobias Financial Advisors Inc. | 73,364 | $3.65M | 1.2% | +0.7% | 0.000% | |
2/13/2023 | CFS Investment Advisory Services LLC | 13,318 | $662K | 0.2% | -7.8% | 0.000% | |
2/13/2023 | Atria Wealth Solutions Inc. | 28,759 | $1.43M | 0.0% | -1.9% | 0.000% | |
2/10/2023 | Bank of America Corp DE | 3,625,878 | $180.28M | 0.0% | +1.6% | 0.000% | |
2/10/2023 | Creative Planning | 33,669 | $1.67M | 0.0% | -19.8% | 0.000% | |
2/10/2023 | Advisor Group Holdings Inc. | 44,274 | $2.20M | 0.0% | -45.7% | 0.000% | |
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2/9/2023 | First International Bank & Trust | 14,073 | $700K | 0.2% | N/A | 0.000% | |
2/9/2023 | Sowell Financial Services LLC | 25,390 | $1.26M | 0.1% | N/A | 0.000% | |
2/9/2023 | HighTower Advisors LLC | 136,517 | $6.79M | 0.0% | -16.5% | 0.000% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 11,127 | $553K | 0.0% | +29.4% | 0.000% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 39,182 | $1.95M | 0.0% | +660.7% | 0.000% | |
2/8/2023 | Donaldson Capital Management LLC | 13,824 | $687K | 0.0% | -17.5% | 0.000% | |
2/8/2023 | UBS Group AG | 251,689 | $12.51M | 0.0% | +264.5% | 0.000% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 95,086 | $4.73M | 0.0% | +1.8% | 0.000% | |
2/8/2023 | Highland Financial Advisors LLC | 27,889 | $1.39M | 0.8% | N/A | 0.000% | |
2/8/2023 | Lincoln National Corp | 21,830 | $1.09M | 0.0% | -11.5% | 0.000% | |
2/7/2023 | Eagle Global Advisors LLC | 48,750 | $2.42M | 0.2% | +1.8% | 0.000% | |
2/7/2023 | Modera Wealth Management LLC | 7,995 | $398K | 0.0% | -88.0% | 0.000% | |
2/7/2023 | Commonwealth Equity Services LLC | 24,525 | $1.22M | 0.0% | +70.3% | 0.000% | |
2/7/2023 | Benjamin F. Edwards & Company Inc. | 3,388 | $168K | 0.0% | +57.9% | 0.000% | |
2/7/2023 | LPL Financial LLC | 117,280 | $5.83M | 0.0% | +9.5% | 0.000% | |
2/7/2023 | IFP Advisors Inc | 11,732 | $582K | 0.0% | +108.4% | 0.000% | |
2/7/2023 | Envestnet Asset Management Inc. | 104,001 | $5.17M | 0.0% | +1.1% | 0.000% | |
2/7/2023 | Syverson Strege & Co | 71,746 | $3.57M | 1.6% | -14.2% | 0.000% | |
2/6/2023 | Brinker Capital Investments LLC | 44,152 | $2.20M | 0.0% | -7.0% | 0.000% | |
2/6/2023 | 1900 Wealth Management LLC | 188,980 | $9.40M | 1.0% | -22.1% | 0.000% | |
2/2/2023 | Resources Investment Advisors LLC. | 56,788 | $2.82M | 0.1% | +224.2% | 0.000% | |
2/2/2023 | Windsor Group LTD | 17,257 | $860K | 0.2% | N/A | 0.000% | |
2/1/2023 | Hohimer Wealth Management LLC | 14,283 | $710K | 0.2% | -13.7% | 0.000% | |
2/1/2023 | CWM LLC | 94,082 | $4.68M | 0.0% | -4.7% | 0.000% | |
2/1/2023 | Barber Financial Group Inc. | 13,374 | $665K | 0.2% | +110.4% | 0.000% | |
1/31/2023 | Atria Investments Inc | 25,389 | $1.26M | 0.0% | +3.4% | 0.000% | |
1/31/2023 | Kestra Advisory Services LLC | 11,955 | $594K | 0.0% | -27.1% | 0.000% | |
1/31/2023 | AE Wealth Management LLC | 39,503 | $1.96M | 0.0% | +50.0% | 0.000% | |
1/31/2023 | Source Financial Advisors LLC | 36,885 | $1.83M | 0.7% | +633.7% | 0.000% | |
1/31/2023 | Graypoint LLC | 22,316 | $1.11M | 0.1% | -8.0% | 0.000% | |
1/26/2023 | Elmwood Wealth Management Inc. | 47,635 | $2.37M | 1.2% | +3.7% | 0.000% | |
1/25/2023 | Steel Peak Wealth Management LLC | 4,764 | $237K | 0.0% | -52.7% | 0.000% | |
1/24/2023 | Kathmere Capital Management LLC | 273,490 | $13.60M | 2.4% | -11.5% | 0.000% | |
1/24/2023 | Royal Harbor Partners LLC | 19,268 | $958K | 0.6% | N/A | 0.000% | |
1/23/2023 | Lantz Financial LLC | 10,916 | $543K | 0.2% | +28.3% | 0.000% | |
1/20/2023 | Avestar Capital LLC | 18,061 | $898K | 0.2% | +6.4% | 0.000% | |
1/19/2023 | Cliftonlarsonallen Wealth Advisors LLC | 18,486 | $919K | 0.0% | N/A | 0.000% | |
1/18/2023 | Private Advisor Group LLC | 94,700 | $4.71M | 0.0% | +1,419.6% | 0.000% | |
1/17/2023 | Teamwork Financial Advisors LLC | 18,807 | $935K | 0.2% | +19.0% | 0.000% | |
1/12/2023 | Valley National Advisers Inc. | 9,843 | $490K | 0.1% | +3,984.2% | 0.000% | |
1/10/2023 | Kwmg LLC | 34,990 | $1.74M | 0.2% | +12.4% | 0.000% | |
12/5/2022 | Centaurus Financial Inc. | 55,410 | $2.75M | 0.3% | N/A | 0.000% | |
11/23/2022 | Client 1ST Advisory Group LLC | 6,321 | $314K | 0.2% | -7.3% | 0.000% | |
11/16/2022 | Ascent Group LLC | 23,701 | $1.18M | 0.1% | +308.2% | 0.000% | |
11/15/2022 | Colony Group LLC | 81,633 | $4.05M | 0.1% | +13.3% | 0.000% | |
11/15/2022 | Stokes Family Office LLC | 42,563 | $2.11M | 0.3% | -4.3% | 0.000% | |
11/15/2022 | Tobias Financial Advisors Inc. | 72,821 | $3.62M | 1.3% | +30.1% | 0.000% | |
11/14/2022 | Elmwood Wealth Management Inc. | 45,935 | $2.28M | 1.1% | +12.2% | 0.000% | |
11/14/2022 | Visionary Wealth Advisors | 60,004 | $2.98M | 0.3% | +10.3% | 0.000% | |
11/14/2022 | Laurel Wealth Advisors Inc. | 14,232 | $707K | 0.1% | N/A | 0.000% | |
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11/14/2022 | One Capital Management LLC | 27,949 | $1.39M | 0.1% | +70.8% | 0.000% | |
11/14/2022 | MML Investors Services LLC | 30,046 | $1.49M | 0.0% | +28.9% | 0.000% | |
11/14/2022 | Roble Belko & Company Inc | 13,526 | $671K | 0.2% | -46.6% | 0.000% | |
11/10/2022 | Envestnet Asset Management Inc. | 102,912 | $5.11M | 0.0% | -35.7% | 0.000% | |
11/10/2022 | Sigma Planning Corp | 33,792 | $1.68M | 0.1% | +0.9% | 0.000% | |
11/10/2022 | UBS Group AG | 69,046 | $3.43M | 0.0% | +93.5% | 0.000% | |
11/9/2022 | Bessemer Group Inc. | 21,902 | $1.09M | 0.0% | N/A | 0.000% | |
11/9/2022 | Orion Portfolio Solutions LLC | 9,232 | $458K | 0.0% | -8.6% | 0.000% | |
11/9/2022 | Syverson Strege & Co | 83,602 | $4.15M | 2.1% | +0.9% | 0.000% | |
11/8/2022 | Resources Investment Advisors LLC. | 17,517 | $870K | 0.0% | N/A | 0.000% | |