5/7/2024 | Montag A & Associates Inc. | 12,981 | $1.47M | 0.1% | +7.3% | 0.146% | |
5/7/2024 | PFG Advisors | 7,405 | $840K | 0.1% | -2.1% | 0.083% | |
5/7/2024 | Wealthspire Advisors LLC | 1,955 | $222K | 0.0% | N/A | 0.022% | |
5/2/2024 | Salomon & Ludwin LLC | 257 | $29K | 0.0% | N/A | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 17,590 | $2.00M | 0.0% | -1.8% | 0.198% | |
4/30/2024 | Perigon Wealth Management LLC | 1,932 | $219K | 0.0% | N/A | 0.022% | |
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4/29/2024 | Commonwealth Equity Services LLC | 17,841 | $2.02M | 0.0% | +6.4% | 0.200% | |
4/29/2024 | RWA Wealth Partners LLC | 42,610 | $4.83M | 0.1% | -0.6% | 0.479% | |
4/23/2024 | Global Retirement Partners LLC | 2,228 | $253K | 0.0% | +15.6% | 0.025% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 191,261 | $21.70M | 0.0% | -1.1% | 2.149% | |
4/18/2024 | Stordahl Capital Management Inc. | 141,228 | $16.02M | 4.0% | +6.9% | 1.587% | |
4/11/2024 | RFG Advisory LLC | 6,129 | $695K | 0.0% | N/A | 0.069% | |
4/10/2024 | SOA Wealth Advisors LLC. | 348 | $39K | 0.0% | +2,800.0% | 0.004% | |
4/9/2024 | Mather Group LLC. | 637 | $72K | 0.0% | N/A | 0.008% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,956 | $290K | 0.0% | -3.2% | 0.036% | |
2/28/2024 | EP Wealth Advisors LLC | 2,040 | $200K | 0.0% | -18.1% | 0.025% | |
2/9/2024 | Advisory Services Network LLC | 1,948 | $191K | 0.0% | N/A | 0.024% | |
2/9/2024 | Wells Fargo & Company MN | 100,127 | $9.84M | 0.0% | +37.8% | 1.217% | |
2/9/2024 | UBS Group AG | 76,788 | $7.54M | 0.0% | +8.4% | 0.933% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 6,832 | $671K | 0.0% | +560.7% | 0.083% | |
2/7/2024 | Principal Securities Inc. | 1,450 | $142K | 0.0% | N/A | 0.018% | |
2/7/2024 | Montag A & Associates Inc. | 12,096 | $1.19M | 0.1% | +25.8% | 0.147% | |
2/6/2024 | Private Advisor Group LLC | 17,912 | $1.76M | 0.0% | -1.2% | 0.218% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 22,154 | $2.18M | 0.4% | +173.9% | 0.269% | |
2/5/2024 | Savant Capital LLC | 28,372 | $2.79M | 0.0% | -1.0% | 0.345% | |
2/5/2024 | Russell Investments Group Ltd. | 370 | $36K | 0.0% | -35.7% | 0.004% | |
2/2/2024 | Rodgers & Associates LTD | 2,670 | $262K | 0.0% | -18.9% | 0.032% | |
2/1/2024 | RWA Wealth Partners LLC | 42,888 | $4.21M | 0.1% | -4.7% | 0.521% | |
2/1/2024 | Heritage Investment Group Inc. | 8,618 | $847K | 0.2% | -12.3% | 0.105% | |
1/29/2024 | Mosaic Family Wealth Partners LLC | 2,207 | $217K | 0.0% | N/A | 0.027% | |
1/29/2024 | Round Rock Advisors LLC | 8,358 | $821K | 0.2% | +13.9% | 0.102% | |
1/26/2024 | Mendel Capital Management LLC | 20,325 | $2.00M | 1.4% | +2.4% | 0.247% | |
1/25/2024 | International Assets Investment Management LLC | 90,372 | $8.88M | 0.0% | N/A | 1.098% | |
1/24/2024 | International Assets Investment Management LLC | 90,372 | $8.88M | 0.0% | N/A | 1.098% | |
1/23/2024 | Levy Wealth Management Group LLC | 2,101 | $206K | 0.1% | N/A | 0.026% | |
1/19/2024 | PFG Advisors | 7,566 | $743K | 0.1% | -6.4% | 0.092% | |
1/18/2024 | Global Retirement Partners LLC | 1,928 | $186K | 0.0% | +11.6% | 0.023% | |
1/17/2024 | Stordahl Capital Management Inc. | 132,079 | $12.97M | 3.5% | -5.5% | 1.605% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 193,374 | $19.00M | 0.0% | -1.5% | 2.350% | |
1/16/2024 | Raymond James & Associates | 18,461 | $1.81M | 0.0% | +68.2% | 0.224% | |
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1/9/2024 | Sunburst Financial Group LLC | 3,108 | $305K | 0.1% | N/A | 0.038% | |
1/8/2024 | Founders Capital Management | 673 | $66K | 0.0% | -19.5% | 0.008% | |
11/24/2023 | EP Wealth Advisors LLC | 2,490 | $225K | 0.0% | -34.4% | 0.030% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 2,917 | $263K | 0.0% | N/A | 0.035% | |
11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,034 | $93K | 0.0% | +1,595.1% | 0.013% | |
11/13/2023 | Mariner LLC | 664,791 | $60.03M | 0.2% | +0.4% | 8.078% | |
11/13/2023 | LPL Financial LLC | 114,727 | $10.36M | 0.0% | +14.6% | 1.394% | |
11/13/2023 | Kestra Advisory Services LLC | 70,147 | $6.33M | 0.1% | +1.4% | 0.852% | |
11/9/2023 | Montag A & Associates Inc. | 9,616 | $868K | 0.1% | N/A | 0.117% | |
11/9/2023 | Blair William & Co. IL | 17,328 | $1.57M | 0.0% | +2.8% | 0.211% | |
11/8/2023 | Ausdal Financial Partners Inc. | 3,232 | $292K | 0.0% | N/A | 0.039% | |
11/8/2023 | HighTower Advisors LLC | 4,435 | $400K | 0.0% | +15.6% | 0.054% | |
11/8/2023 | Keybank National Association OH | 33,141 | $2.99M | 0.0% | -2.1% | 0.403% | |
11/7/2023 | Savant Capital LLC | 28,669 | $2.59M | 0.0% | N/A | 0.348% | |
11/3/2023 | Heritage Investment Group Inc. | 9,832 | $888K | 0.2% | -1.1% | 0.119% | |
11/3/2023 | Private Advisor Group LLC | 18,125 | $1.64M | 0.0% | -2.8% | 0.220% | |
10/27/2023 | Assetmark Inc. | 1,987 | $179K | 0.0% | -46.6% | 0.024% | |
10/25/2023 | Lindbrook Capital LLC | 350 | $32K | 0.0% | -79.2% | 0.004% | |
10/25/2023 | Miracle Mile Advisors LLC | 57,264 | $5.17M | 0.2% | -0.4% | 0.696% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 196,300 | $17.73M | 0.0% | -0.8% | 2.385% | |
10/23/2023 | Trellis Advisors LLC | 17,082 | $1.54M | 0.7% | -1.0% | 0.208% | |
10/18/2023 | Morton Brown Family Wealth LLC | 1,750 | $158K | 0.1% | N/A | 0.021% | |
10/17/2023 | Rodgers & Associates LTD | 3,293 | $297K | 0.0% | +19.3% | 0.040% | |
10/16/2023 | Round Rock Advisors LLC | 7,336 | $662K | 0.3% | -1.9% | 0.089% | |
10/16/2023 | Bennett Selby Investments LP | 1,440 | $130K | 0.1% | N/A | 0.017% | |
10/13/2023 | PFG Advisors | 8,087 | $730K | 0.1% | +3.0% | 0.098% | |
10/13/2023 | Stordahl Capital Management Inc. | 139,839 | $12.63M | 3.8% | -1.2% | 1.699% | |
10/11/2023 | AE Wealth Management LLC | 2,745 | $248K | 0.0% | N/A | 0.033% | |
10/11/2023 | Adviser Investments LLC | 45,011 | $4.06M | 0.1% | -0.3% | 0.547% | |
10/10/2023 | Halpern Financial Inc. | 740 | $67K | 0.0% | -50.7% | 0.009% | |
10/10/2023 | Founders Capital Management | 836 | $75K | 0.1% | -43.7% | 0.010% | |
8/11/2023 | Baird Financial Group Inc. | 142,608 | $13.33M | 0.0% | +0.3% | 1.733% | |
8/11/2023 | Kestra Advisory Services LLC | 69,146 | $6.47M | 0.1% | -1.4% | 0.840% | |
8/11/2023 | D.A. Davidson & CO. | 32,504 | $3.04M | 0.0% | -0.7% | 0.395% | |
8/10/2023 | Commonwealth Equity Services LLC | 16,029 | $1.50M | 0.0% | -2.3% | 0.195% | |
8/10/2023 | Cary Street Partners Asset Management LLC | 7,682 | $718K | 0.1% | +6.4% | 0.093% | |
8/10/2023 | Private Advisor Group LLC | 18,639 | $1.74M | 0.0% | -2.0% | 0.226% | |
8/4/2023 | Envestnet Asset Management Inc. | 14,677 | $1.37M | 0.0% | +2.7% | 0.178% | |
8/4/2023 | IFP Advisors Inc | 450 | $63K | 0.0% | +164.7% | 0.005% | |
8/4/2023 | Adviser Investments LLC | 45,157 | $4.22M | 0.1% | +2.1% | 0.549% | |
8/1/2023 | Keybank National Association OH | 33,849 | $3.17M | 0.0% | +2.2% | 0.411% | |
7/31/2023 | LPL Financial LLC | 100,069 | $9.36M | 0.0% | -0.2% | 1.216% | |
7/27/2023 | Relaxing Retirement Coach | 26,571 | $2.48M | 0.7% | -9.4% | 0.323% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 197,818 | $18.50M | 0.0% | -1.4% | 2.378% | |
7/25/2023 | Raymond James & Associates | 11,039 | $1.03M | 0.0% | +2.3% | 0.133% | |
7/21/2023 | Stordahl Capital Management Inc. | 141,525 | $13.23M | 3.8% | +1.0% | 1.701% | |
7/20/2023 | Round Rock Advisors LLC | 7,478 | $699K | 0.3% | -4.5% | 0.090% | |
7/20/2023 | PFG Advisors | 7,849 | $734K | 0.1% | +50.3% | 0.094% | |
7/19/2023 | Rodgers & Associates LTD | 2,760 | $258K | 0.0% | N/A | 0.033% | |
7/17/2023 | Mendel Capital Management LLC | 19,841 | $1.86M | 1.5% | +3.0% | 0.238% | |
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7/13/2023 | Miracle Mile Advisors LLC | 57,504 | $5.38M | 0.2% | -8.9% | 0.691% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 5,493 | $514K | 0.0% | +2.1% | 0.066% | |
7/12/2023 | Etfidea LLC | 7,760 | $726K | 0.3% | -2.5% | 0.093% | |
7/7/2023 | Founders Capital Management | 1,484 | $139K | 0.1% | -21.7% | 0.018% | |
6/5/2023 | EP Wealth Advisors LLC | 36,700 | $5.57M | 0.1% | N/A | 0.441% | |
5/15/2023 | Cary Street Partners Asset Management LLC | 7,222 | $642K | 0.1% | +122.3% | 0.087% | |
5/12/2023 | Trellis Advisors LLC | 17,270 | $1.53M | 0.7% | +97.6% | 0.208% | |
5/12/2023 | Blair William & Co. IL | 16,858 | $1.50M | 0.0% | +97.0% | 0.203% | |
5/11/2023 | Forte Capital LLC ADV | 2,379 | $211K | 0.0% | +99.9% | 0.029% | |
5/11/2023 | Barrett & Company Inc. | 950 | $84K | 0.1% | N/A | 0.011% | |