5/8/2024 | Semus Wealth Partners LLC | 35,086 | $770K | 0.6% | -18.5% | 0.077% | |
5/7/2024 | EQ LLC | 29,011 | $637K | 0.4% | +10.4% | 0.064% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 11,534 | $253K | 0.0% | N/A | 0.025% | |
5/6/2024 | Kades & Cheifetz LLC | 77,928 | $1.71M | 1.1% | +1.2% | 0.171% | |
5/3/2024 | Patron Partners LLC | 15,374 | $338K | 0.2% | -8.1% | 0.034% | |
5/2/2024 | Almanack Investment Partners LLC. | 20,345 | $447K | 0.1% | +4.4% | 0.045% | |
|
5/2/2024 | Choreo LLC | 9,538 | $209K | 0.0% | N/A | 0.021% | |
5/1/2024 | Janney Montgomery Scott LLC | 31,252 | $686K | 0.0% | -10.1% | 0.069% | |
5/1/2024 | Financial Guidance Group Inc. | 58,238 | $1.28M | 0.8% | +6.5% | 0.129% | |
4/30/2024 | Private Advisor Group LLC | 26,942 | $592K | 0.0% | -2.4% | 0.060% | |
4/29/2024 | Commonwealth Equity Services LLC | 69,090 | $1.52M | 0.0% | +12.4% | 0.154% | |
4/29/2024 | ETF Store Inc. | 325,750 | $7.15M | 4.1% | +5.4% | 0.724% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 32,000 | $703K | 0.1% | +60.0% | 0.071% | |
4/23/2024 | Cherry Creek Investment Advisors Inc. | 76,834 | $1.69M | 0.9% | N/A | 0.171% | |
4/19/2024 | DMC Group LLC | 17,092 | $375K | 0.3% | -6.0% | 0.038% | |
4/19/2024 | Lake Street Private Wealth LLC | 367,995 | $8.08M | 1.1% | +3.0% | 0.818% | |
4/18/2024 | BKM Wealth Management LLC | 82,103 | $1.80M | 0.8% | +4.1% | 0.182% | |
4/15/2024 | Ehrlich Financial Group | 18,428 | $405K | 0.3% | +9.8% | 0.037% | |
4/13/2024 | IMC Chicago LLC | 46,917 | $1.03M | 0.0% | N/A | 0.095% | |
4/13/2024 | Columbus Macro LLC | 113,817 | $2.50M | 0.9% | +0.8% | 0.231% | |
4/13/2024 | Inspirion Wealth Advisors LLC | 10,525 | $231K | 0.0% | N/A | 0.021% | |
4/10/2024 | LexAurum Advisors LLC | 9,427 | $207K | 0.1% | N/A | 0.019% | |
4/10/2024 | Inscription Capital LLC | 11,224 | $261K | 0.1% | N/A | 0.023% | |
4/10/2024 | EWG Elevate Inc. | 245,699 | $5.40M | 2.1% | +1.6% | 0.499% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 11,972 | $244K | 0.0% | -22.9% | 0.024% | |
3/14/2024 | Leo Wealth LLC | 10,542 | $227K | 0.0% | N/A | 0.021% | |
3/1/2024 | Pineridge Advisors LLC | 2,977 | $61K | 0.0% | N/A | 0.006% | |
2/26/2024 | Virtu Financial LLC | 177,384 | $3.62M | 0.3% | N/A | 0.360% | |
2/12/2024 | Stifel Financial Corp | 374,896 | $7.64M | 0.0% | -0.5% | 0.761% | |
2/8/2024 | Financial Advocates Investment Management | 37,503 | $765K | 0.0% | +3.8% | 0.076% | |
2/8/2024 | Northeast Financial Group Inc. | 16,411 | $335K | 0.2% | -48.9% | 0.033% | |
2/8/2024 | Jordan Park Group LLC | 11,566,506 | $235.84M | 16.2% | +0.9% | 23.485% | |
2/8/2024 | Janney Montgomery Scott LLC | 34,754 | $709K | 0.0% | -28.9% | 0.071% | |
2/7/2024 | EQ LLC | 26,283 | $536K | 0.4% | N/A | 0.053% | |
2/7/2024 | Almanack Investment Partners LLC. | 19,495 | $398K | 0.1% | +14.2% | 0.040% | |
2/7/2024 | Calton & Associates Inc. | 11,413 | $233K | 0.1% | N/A | 0.023% | |
2/7/2024 | Principal Securities Inc. | 13,047 | $266K | 0.0% | N/A | 0.026% | |
2/7/2024 | ETF Store Inc. | 309,131 | $6.30M | 4.1% | +6.0% | 0.628% | |
2/6/2024 | U.S. Capital Wealth Advisors LLC | 112,675 | $2.30M | 0.1% | +33.2% | 0.229% | |
2/5/2024 | Crew Capital Management Ltd. | 33,337 | $680K | 0.7% | -29.5% | 0.068% | |
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2/5/2024 | Transcend Capital Advisors LLC | 62,389 | $1.27M | 0.1% | -8.2% | 0.127% | |
2/2/2024 | Jackson Hole Capital Partners LLC | 26,880 | $548K | 0.1% | -20.3% | 0.055% | |
2/1/2024 | Brendel Financial Advisors LLC | 154,101 | $3.14M | 2.1% | +1.0% | 0.313% | |
1/30/2024 | Financial Strategies Group Inc. | 10,563 | $210K | 0.1% | -8.3% | 0.021% | |
1/30/2024 | Kades & Cheifetz LLC | 76,973 | $1.57M | 1.1% | +5.0% | 0.156% | |
1/26/2024 | Financial Guidance Group Inc. | 54,688 | $1.12M | 0.8% | +21.0% | 0.111% | |
1/25/2024 | Trivant Custom Portfolio Group LLC | 2,000 | $41K | 0.0% | -60.0% | 0.004% | |
1/24/2024 | China Universal Asset Management Co. Ltd. | 20,000 | $408K | 0.1% | -20.0% | 0.041% | |
1/19/2024 | Columbus Macro LLC | 112,877 | $2.30M | 0.9% | -1.4% | 0.229% | |
1/19/2024 | Woodmont Investment Counsel LLC | 12,116 | $247K | 0.0% | N/A | 0.025% | |
1/18/2024 | Sinecera Capital LLC | 17,153 | $350K | 0.4% | -3.4% | 0.035% | |
1/16/2024 | Raymond James & Associates | 95,708 | $1.95M | 0.0% | -4.6% | 0.194% | |
1/11/2024 | BKM Wealth Management LLC | 78,901 | $1.61M | 0.1% | N/A | 0.160% | |
1/11/2024 | DMC Group LLC | 18,174 | $371K | 0.4% | -4.8% | 0.037% | |
1/11/2024 | BKM Wealth Management LLC | 78,901 | $1.61M | 0.1% | N/A | 0.160% | |
1/9/2024 | EWG Elevate Inc. | 241,806 | $4.93M | 2.0% | N/A | 0.491% | |
11/15/2023 | Lido Advisors LLC | 17,937 | $328K | 0.0% | -5.1% | 0.036% | |
11/14/2023 | Richard Bernstein Advisors LLC | 4,007,130 | $73.25M | 1.2% | -3.6% | 8.136% | |
11/13/2023 | Stifel Financial Corp | 376,652 | $6.89M | 0.0% | -0.2% | 0.765% | |
11/13/2023 | LPL Financial LLC | 526,786 | $9.63M | 0.0% | -6.5% | 1.070% | |
11/13/2023 | Cambria Investment Management L.P. | 756,457 | $13.83M | 1.1% | -6.3% | 1.536% | |
11/13/2023 | Envestnet Asset Management Inc. | 852,561 | $15.59M | 0.0% | -1.4% | 1.731% | |
11/9/2023 | Jackson Hole Capital Partners LLC | 33,710 | $616K | 0.2% | +80.2% | 0.068% | |
11/8/2023 | Huntington National Bank | 30,403 | $556K | 0.0% | -5.3% | 0.062% | |
11/8/2023 | HighTower Advisors LLC | 68,430 | $1.25M | 0.0% | -0.9% | 0.139% | |
11/8/2023 | Janney Montgomery Scott LLC | 48,890 | $894K | 0.0% | -68.5% | 0.099% | |
11/2/2023 | Trivant Custom Portfolio Group LLC | 5,000 | $91K | 0.1% | -52.4% | 0.010% | |
11/2/2023 | Venturi Wealth Management LLC | 3,606 | $66K | 0.0% | -34.2% | 0.007% | |
11/2/2023 | Crew Capital Management Ltd. | 47,298 | $865K | 0.9% | -37.6% | 0.096% | |
10/31/2023 | Semus Wealth Partners LLC | 43,435 | $794K | 0.7% | -20.7% | 0.088% | |
10/31/2023 | China Universal Asset Management Co. Ltd. | 25,000 | $457K | 0.1% | N/A | 0.051% | |
10/30/2023 | Kades & Cheifetz LLC | 73,293 | $1.34M | 1.1% | -4.2% | 0.149% | |
10/27/2023 | Financial Advocates Investment Management | 36,143 | $661K | 0.0% | +12.1% | 0.073% | |
10/25/2023 | ETF Store Inc. | 291,565 | $5.62M | 4.0% | -1.3% | 0.592% | |
10/24/2023 | Bank of New York Mellon Corp | 219,083 | $4.01M | 0.0% | -12.4% | 0.445% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 12,220 | $223K | 0.0% | N/A | 0.025% | |
10/24/2023 | Raymond James & Associates | 100,353 | $1.83M | 0.0% | -71.3% | 0.204% | |
10/24/2023 | Private Ocean LLC | 2,200 | $40K | 0.0% | N/A | 0.004% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 39,817 | $728K | 0.0% | +4.3% | 0.081% | |
10/23/2023 | Financial Guidance Group Inc. | 45,213 | $826K | 0.6% | +10.9% | 0.092% | |
10/23/2023 | Commonwealth Equity Services LLC | 57,444 | $1.05M | 0.0% | -19.2% | 0.117% | |
10/20/2023 | Lake Street Financial LLC | 362,863 | $6.70M | 1.2% | -11.0% | 0.737% | |
10/18/2023 | Financial Strategies Group Inc. | 11,521 | $219K | 0.1% | -72.7% | 0.023% | |
10/18/2023 | NovaPoint Capital LLC | 10,793 | $197K | 0.1% | -7.3% | 0.022% | |
10/16/2023 | Columbus Macro LLC | 114,516 | $2.09M | 0.9% | -46.5% | 0.233% | |
10/12/2023 | Brendel Financial Advisors LLC | 152,563 | $2.79M | 4.1% | -13.6% | 0.310% | |
10/12/2023 | IFP Advisors Inc | 12,738 | $233K | 0.0% | -38.3% | 0.026% | |
10/11/2023 | AE Wealth Management LLC | 100,773 | $1.84M | 0.0% | -3.6% | 0.205% | |
10/11/2023 | Northeast Financial Group Inc. | 32,129 | $587K | 0.4% | -1.9% | 0.065% | |
10/10/2023 | Sinecera Capital LLC | 17,758 | $325K | 0.4% | -59.7% | 0.036% | |
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10/10/2023 | Householder Group Estate & Retirement Specialist LLC | 5,037 | $92K | 0.0% | N/A | 0.010% | |
8/30/2023 | Western Wealth Management LLC | 10,375 | $197K | 0.0% | N/A | 0.021% | |
8/15/2023 | Poehling Capital Management INC. | 76,843 | $1.46M | 0.5% | -1.6% | 0.156% | |
8/14/2023 | Redwood Financial Network Corp | 17,444 | $332K | 0.3% | +13.0% | 0.035% | |
8/14/2023 | Jordan Park Group LLC | 11,808,236 | $224.48M | 14.8% | -1.6% | 23.976% | |
8/11/2023 | Smith Moore & CO. | 28,088 | $534K | 0.1% | +10.5% | 0.057% | |
8/11/2023 | Huntington National Bank | 32,104 | $610K | 0.0% | +148.9% | 0.065% | |
8/11/2023 | V Wealth Advisors LLC | 19,194 | $365K | 0.1% | -6.6% | 0.039% | |
8/11/2023 | Northeast Financial Group Inc. | 32,760 | $623K | 0.4% | N/A | 0.067% | |
8/11/2023 | Richard Bernstein Advisors LLC | 4,157,433 | $79.03M | 1.7% | +1.5% | 8.441% | |