5/9/2024 | Corrado Advisors LLC | 32,606 | $2.74M | 1.8% | -0.5% | 1.003% | |
5/8/2024 | Avantax Advisory Services Inc. | 20,562 | $1.73M | 0.0% | -4.0% | 0.633% | |
5/1/2024 | Janney Montgomery Scott LLC | 7,555 | $636K | 0.0% | +5.5% | 0.232% | |
4/16/2024 | Financial Management Professionals Inc. | 15,601 | $1.31M | 0.2% | N/A | 0.480% | |
4/15/2024 | Sunbelt Securities Inc. | 2,468 | $208K | 0.0% | +39.3% | 0.076% | |
4/11/2024 | RFG Advisory LLC | 15,566 | $1.31M | 0.0% | -1.9% | 0.479% | |
|
2/9/2024 | Journey Strategic Wealth LLC | 24,224 | $1.81M | 0.1% | -13.3% | 0.584% | |
2/9/2024 | Corient Private Wealth LLC | 67,117 | $5.01M | 0.0% | -3.3% | 1.617% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 8,172 | $610K | 0.0% | +27.9% | 0.197% | |
2/8/2024 | Janney Montgomery Scott LLC | 7,159 | $534K | 0.0% | +14.5% | 0.173% | |
2/7/2024 | Avantax Advisory Services Inc. | 21,427 | $1.60M | 0.0% | -2.4% | 0.516% | |
2/6/2024 | One Charles Private Wealth Services LLC | 3,848 | $287K | 0.2% | +15.7% | 0.093% | |
2/6/2024 | Wilbanks Smith & Thomas Asset Management LLC | 18,404 | $1.37M | 0.0% | N/A | 0.443% | |
2/1/2024 | Corrado Advisors LLC | 32,762 | $2.45M | 2.0% | +0.6% | 0.789% | |
1/31/2024 | Slow Capital Inc. | 50,048 | $3.73M | 0.6% | -2.5% | 1.206% | |
1/29/2024 | Baystate Wealth Management LLC | 491 | $37K | 0.0% | +134.9% | 0.012% | |
1/29/2024 | Money Design Co. Ltd. | 53,272 | $3.98M | 0.2% | +20.9% | 1.284% | |
1/26/2024 | Cerity Partners LLC | 26,017 | $1.94M | 0.0% | +8.9% | 0.627% | |
1/25/2024 | RFG Advisory LLC | 15,870 | $1.18M | 0.0% | N/A | 0.382% | |
1/25/2024 | International Assets Investment Management LLC | 9,778 | $730K | 0.0% | N/A | 0.236% | |
1/25/2024 | HC Advisors LLC | 28,725 | $2.14M | 1.2% | +2.2% | 0.692% | |
1/24/2024 | International Assets Investment Management LLC | 9,778 | $730K | 0.0% | N/A | 0.236% | |
1/19/2024 | Fifth Third Bancorp | 1,108 | $83K | 0.0% | -50.0% | 0.027% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 12,700 | $948K | 0.0% | -26.1% | 0.306% | |
1/16/2024 | CVA Family Office LLC | 1,950 | $146K | 0.0% | N/A | 0.047% | |
1/16/2024 | Raymond James & Associates | 5,161 | $385K | 0.0% | +2.9% | 0.124% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 2,261 | $169K | 0.0% | +12.8% | 0.054% | |
12/11/2023 | Sunbelt Securities Inc. | 1,269 | $87K | 0.0% | N/A | 0.031% | |
12/6/2023 | Citigroup Inc. | 597 | $41K | 0.0% | -75.7% | 0.014% | |
11/30/2023 | Modera Wealth Management LLC | 819,833 | $56.00M | 0.8% | N/A | 19.755% | |
11/14/2023 | Per Stirling Capital Management LLC. | 10,354 | $707K | 0.1% | +162.3% | 0.249% | |
11/14/2023 | PGIM Custom Harvest LLC | 138,746 | $9.48M | 0.3% | +12.9% | 3.343% | |
11/9/2023 | UBS Group AG | 30,094 | $2.06M | 0.0% | -1.5% | 0.725% | |
11/8/2023 | Pathstone Family Office LLC | 11,565 | $790K | 0.0% | N/A | 0.279% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,251 | $427K | 0.0% | -43.8% | 0.151% | |
11/8/2023 | Journey Strategic Wealth LLC | 27,929 | $1.91M | 0.1% | -4.8% | 0.673% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,964 | $1.50M | 0.0% | -1.7% | 0.529% | |
11/6/2023 | Corrado Advisors LLC | 32,578 | $2.23M | 1.5% | -1.0% | 0.785% | |
11/4/2023 | NBC Securities Inc. | 416 | $28K | 0.0% | N/A | 0.010% | |
11/1/2023 | Modera Wealth Management LLC | 819,833 | $56.00M | 1.0% | N/A | 19.755% | |
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10/30/2023 | Money Design Co. Ltd. | 44,070 | $3.01M | 0.2% | +17.1% | 1.062% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 17,174 | $1.17M | 0.0% | +4.6% | 0.414% | |
10/24/2023 | Raymond James & Associates | 5,017 | $343K | 0.0% | -4.1% | 0.121% | |
10/20/2023 | Slow Capital Inc. | 51,317 | $3.51M | 0.6% | -10.7% | 1.237% | |
10/20/2023 | Family Firm Inc. | 7,990 | $546K | 0.2% | -9.4% | 0.193% | |
10/11/2023 | AE Wealth Management LLC | 40,494 | $2.77M | 0.0% | -1.9% | 0.976% | |
8/15/2023 | Journey Strategic Wealth LLC | 29,324 | $2.01M | 0.1% | -8.3% | 0.707% | |
8/14/2023 | Cerity Partners LLC | 23,660 | $1.62M | 0.0% | +39.2% | 0.570% | |
8/11/2023 | Per Stirling Capital Management LLC. | 3,947 | $270K | 0.1% | N/A | 0.095% | |
8/10/2023 | Bessemer Group Inc. | 14,105 | $965K | 0.0% | -17.8% | 0.340% | |
8/10/2023 | Corrado Advisors LLC | 32,894 | $2.25M | 1.6% | +4.2% | 0.793% | |
8/10/2023 | HC Advisors LLC | 27,980 | $1.91M | 1.1% | -6.4% | 0.674% | |
8/10/2023 | Summit X LLC | 5,860 | $401K | 0.1% | -6.4% | 0.141% | |
8/9/2023 | Veritable L.P. | 11,726 | $802K | 0.0% | -5.6% | 0.283% | |
8/2/2023 | MAI Capital Management | 7,298 | $499K | 0.0% | -1.9% | 0.176% | |
8/2/2023 | Bank of Montreal Can | 51,710 | $3.59M | 0.0% | N/A | 1.246% | |
7/28/2023 | Money Design Co. Ltd. | 37,627 | $2.57M | 0.2% | -9.5% | 0.907% | |
7/27/2023 | Financial Counselors Inc. | 6,250 | $427K | 0.0% | -7.4% | 0.151% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 1,811 | $124K | 0.0% | +120.0% | 0.043% | |
7/26/2023 | National Bank of Canada FI | 2,012 | $137K | 0.0% | N/A | 0.048% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 16,419 | $1.12M | 0.0% | -1.1% | 0.391% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 4,380 | $299K | 0.0% | N/A | 0.104% | |
7/10/2023 | AE Wealth Management LLC | 41,263 | $2.82M | 0.0% | +3.3% | 0.982% | |
5/15/2023 | PGIM Custom Harvest LLC | 121,426 | $7.78M | 0.3% | +13.5% | 3.036% | |
5/12/2023 | Journey Strategic Wealth LLC | 31,974 | $2.05M | 0.2% | -8.6% | 0.799% | |
5/10/2023 | Summit X LLC | 6,264 | $401K | 0.1% | N/A | 0.157% | |
5/10/2023 | MAI Capital Management | 7,441 | $477K | 0.0% | +6.0% | 0.186% | |
5/10/2023 | Bessemer Group Inc. | 17,155 | $1.10M | 0.0% | -84.1% | 0.429% | |
5/10/2023 | Pictet Asset Management SA | 516,300 | $33.07M | 0.0% | N/A | 12.908% | |
5/9/2023 | US Bancorp DE | 5,812 | $372K | 0.0% | +3.1% | 0.145% | |
5/8/2023 | HC Advisors LLC | 29,900 | $1.92M | 1.2% | +27.1% | 0.748% | |
5/5/2023 | Destination Wealth Management | 101,423 | $6.50M | 0.2% | +4.5% | 2.536% | |
5/4/2023 | One Charles Private Wealth Services LLC | 3,318 | $213K | 0.1% | N/A | 0.083% | |
5/3/2023 | Corrado Advisors LLC | 31,565 | $2.02M | 1.3% | +3.4% | 0.789% | |
5/1/2023 | Family Firm Inc. | 8,789 | $563K | 0.2% | +25.8% | 0.220% | |
4/28/2023 | Avantax Advisory Services Inc. | 23,889 | $1.53M | 0.0% | +1.1% | 0.597% | |
4/28/2023 | Janney Montgomery Scott LLC | 11,111 | $712K | 0.0% | -11.0% | 0.278% | |
4/27/2023 | Money Design Co. Ltd. | 41,568 | $2.66M | 0.2% | -8.3% | 1.039% | |
4/26/2023 | Slow Capital Inc. | 59,015 | $3.78M | 0.7% | -0.3% | 1.475% | |
4/25/2023 | Creative Financial Designs Inc. ADV | 823 | $53K | 0.0% | N/A | 0.021% | |
4/14/2023 | AE Wealth Management LLC | 39,959 | $2.56M | 0.0% | +4.9% | 0.999% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 16,600 | $1.06M | 0.0% | +25.3% | 0.415% | |
4/14/2023 | Raymond James & Associates | 5,333 | $342K | 0.0% | -55.9% | 0.133% | |
3/6/2023 | OLD Mission Capital LLC | 1,883 | $103K | 0.0% | N/A | 0.048% | |
2/22/2023 | CVA Family Office LLC | 1,250 | $68K | 0.0% | N/A | 0.032% | |
2/13/2023 | Bessemer Group Inc. | 107,678 | $5.86M | 0.0% | +58.8% | 2.726% | |
2/13/2023 | Integrated Wealth Concepts LLC | 10,022 | $546K | 0.0% | +40.0% | 0.254% | |
2/13/2023 | Tcwp LLC | 17,411 | $948K | 0.2% | +1.6% | 0.441% | |
2/13/2023 | Destination Wealth Management | 97,050 | $5.29M | 0.2% | -3.3% | 2.457% | |
2/10/2023 | Corrado Advisors LLC | 30,537 | $1.66M | 1.2% | +7.0% | 0.773% | |
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2/9/2023 | MAI Capital Management | 7,021 | $382K | 0.0% | N/A | 0.178% | |
2/9/2023 | HC Advisors LLC | 23,525 | $1.28M | 0.9% | -20.4% | 0.596% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 13,251 | $722K | 0.0% | -4.2% | 0.335% | |
2/8/2023 | Raymond James & Associates | 12,101 | $659K | 0.0% | +103.3% | 0.306% | |
2/8/2023 | UBS Group AG | 32,679 | $1.78M | 0.0% | +1.1% | 0.827% | |
2/8/2023 | Thrivent Financial for Lutherans | 16,448 | $896K | 0.0% | +32.3% | 0.416% | |
2/7/2023 | Family Firm Inc. | 6,988 | $381K | 0.1% | -13.7% | 0.177% | |
2/7/2023 | LPL Financial LLC | 39,369 | $2.14M | 0.0% | -39.3% | 0.997% | |
2/6/2023 | Meridian Investment Counsel Inc. | 7,175 | $391K | 0.2% | -3.4% | 0.182% | |
2/1/2023 | Bank of Montreal Can | 4,578 | $258K | 0.0% | +672.0% | 0.116% | |