5/7/2024 | Choate Investment Advisors | 2,750 | $296K | 0.0% | N/A | 0.123% | |
5/7/2024 | NTV Asset Management LLC | 19,136 | $2.06M | 0.3% | -5.9% | 0.854% | |
4/30/2024 | Commonwealth Equity Services LLC | 8,639 | $929K | 0.0% | +3.9% | 0.372% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 8,777 | $944K | 0.0% | +31.2% | 0.378% | |
4/19/2024 | Valley National Advisers Inc. | 623 | $66K | 0.0% | -19.7% | 0.027% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 25,178 | $2.71M | 0.0% | -53.8% | 1.085% | |
|
4/15/2024 | Wealthcare Advisory Partners LLC | 46,558 | $5.01M | 0.2% | -3.9% | 2.007% | |
4/13/2024 | IMC Chicago LLC | 38,211 | $4.11M | 0.0% | N/A | 1.475% | |
4/5/2024 | Summit Financial Group Inc. | 6,660 | $716K | 0.3% | -12.0% | 0.257% | |
2/12/2024 | Focus Financial Network Inc. ADV | 2,132 | $229K | 0.0% | N/A | 0.082% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 21,335 | $2.29M | 0.0% | +55.3% | 0.824% | |
2/7/2024 | Theory Financial LLC | 39,869 | $4.28M | 2.3% | +1.5% | 1.539% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 48,459 | $5.20M | 0.2% | -11.8% | 1.871% | |
2/6/2024 | NTV Asset Management LLC | 20,341 | $2.18M | 0.4% | -14.2% | 0.785% | |
2/6/2024 | Axxcess Wealth Management LLC | 3,081 | $331K | 0.0% | +11.3% | 0.119% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,691 | $718K | 0.0% | -14.0% | 0.258% | |
2/2/2024 | Truist Financial Corp | 4,579 | $491K | 0.0% | -8.5% | 0.177% | |
2/1/2024 | Armbruster Capital Management Inc. | 88,052 | $9.45M | 2.2% | -7.8% | 3.400% | |
2/1/2024 | CWM LLC | 2,997 | $322K | 0.0% | +282.3% | 0.116% | |
1/26/2024 | Lester Murray Antman dba SimplyRich | 8,686 | $932K | 0.3% | N/A | 0.335% | |
1/25/2024 | International Assets Investment Management LLC | 11,582 | $1.24M | 0.0% | N/A | 0.447% | |
1/25/2024 | Valley National Advisers Inc. | 776 | $83K | 0.0% | N/A | 0.030% | |
1/24/2024 | Stratos Wealth Partners LTD. | 8,028 | $861K | 0.0% | +8.6% | 0.310% | |
1/24/2024 | International Assets Investment Management LLC | 11,582 | $1.24M | 0.0% | N/A | 0.447% | |
1/22/2024 | One Plus One Wealth Management LLC | 7,394 | $793K | 0.5% | +3.3% | 0.285% | |
1/18/2024 | Global Retirement Partners LLC | 4,238 | $423K | 0.0% | +4.4% | 0.164% | |
1/12/2024 | Twelve Points Wealth Management LLC | 12,485 | $1.34M | 0.6% | +11.1% | 0.482% | |
1/12/2024 | Summit Financial Group Inc. | 7,570 | $812K | 0.3% | -11.1% | 0.292% | |
11/27/2023 | AllSquare Wealth Management LLC | 75,545 | $6.88M | 4.4% | -0.8% | 2.917% | |
11/15/2023 | Theory Financial LLC | 39,290 | $3.58M | 2.1% | -4.8% | 1.517% | |
11/15/2023 | Axxcess Wealth Management LLC | 2,769 | $252K | 0.0% | N/A | 0.107% | |
11/13/2023 | Stifel Financial Corp | 20,143 | $1.84M | 0.0% | +2.0% | 0.778% | |
11/13/2023 | LPL Financial LLC | 112,515 | $10.25M | 0.0% | +3.7% | 4.344% | |
11/9/2023 | UBS Group AG | 50,300 | $4.58M | 0.0% | +3.5% | 1.942% | |
11/8/2023 | Janney Montgomery Scott LLC | 6,644 | $605K | 0.0% | +2.2% | 0.257% | |
11/7/2023 | Merit Financial Group LLC | 22,789 | $2.08M | 0.1% | +5.6% | 0.880% | |
11/6/2023 | NTV Asset Management LLC | 23,696 | $2.16M | 0.4% | -7.1% | 0.915% | |
10/24/2023 | Stratos Wealth Partners LTD. | 7,392 | $673K | 0.0% | -11.7% | 0.285% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,776 | $344K | 0.0% | -5.1% | 0.146% | |
10/23/2023 | Commonwealth Equity Services LLC | 10,701 | $975K | 0.0% | +3.2% | 0.413% | |
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10/17/2023 | Armbruster Capital Management Inc. | 95,451 | $8.69M | 2.2% | -1.6% | 3.685% | |
10/17/2023 | Summit Financial Group Inc. | 8,515 | $776K | 0.3% | -30.9% | 0.329% | |
10/13/2023 | Global Retirement Partners LLC | 4,060 | $357K | 0.0% | -11.0% | 0.157% | |
10/12/2023 | IFP Advisors Inc | 3,178 | $289K | 0.0% | +535.6% | 0.123% | |
10/12/2023 | One Plus One Wealth Management LLC | 7,157 | $652K | 0.4% | -11.4% | 0.276% | |
10/12/2023 | IMC Chicago LLC | 27,881 | $2.54M | 0.0% | +10.2% | 1.076% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 54,959 | $5.01M | 0.2% | -20.5% | 2.122% | |
8/10/2023 | Cetera Advisors LLC | 6,238 | $583K | 0.0% | -25.1% | 0.241% | |
8/8/2023 | Theory Financial LLC | 41,258 | $3.86M | 2.2% | +8.8% | 1.593% | |
8/3/2023 | Armbruster Capital Management Inc. | 97,012 | $9.07M | 2.2% | +1.1% | 3.746% | |
8/2/2023 | NTV Asset Management LLC | 25,496 | $2.39M | 0.4% | -9.4% | 0.988% | |
8/1/2023 | Merit Financial Group LLC | 21,579 | $2.02M | 0.1% | +291.5% | 0.836% | |
7/31/2023 | LPL Financial LLC | 108,505 | $10.15M | 0.0% | -18.2% | 4.206% | |
7/26/2023 | American Institute for Advanced Investment Management LLP | 6,501 | $608K | 0.5% | +5.7% | 0.252% | |
7/26/2023 | Janney Montgomery Scott LLC | 6,501 | $608K | 0.0% | -3.2% | 0.252% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,979 | $372K | 0.0% | -87.8% | 0.154% | |
7/20/2023 | Global Retirement Partners LLC | 4,564 | $427K | 0.0% | -8.8% | 0.177% | |
7/18/2023 | Stratos Wealth Partners LTD. | 8,374 | $783K | 0.0% | +48.1% | 0.325% | |
7/17/2023 | One Plus One Wealth Management LLC | 8,079 | $756K | 0.5% | +1.6% | 0.313% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 69,150 | $6.47M | 0.3% | +23.1% | 2.680% | |
7/17/2023 | Ayalon Insurance Comp Ltd. | 7,023 | $657K | 0.3% | -2.5% | 0.272% | |
7/14/2023 | IMC Chicago LLC | 25,308 | $2.37M | 0.0% | +68.3% | 0.981% | |
7/13/2023 | Summit Financial Group Inc. | 12,315 | $1.15M | 0.4% | -3.6% | 0.477% | |
7/13/2023 | Twelve Points Wealth Management LLC | 10,502 | $982K | 0.5% | +13.6% | 0.407% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 13,855 | $1.30M | 0.0% | -5.4% | 0.537% | |
7/12/2023 | MJP Associates Inc. ADV | 2,429 | $227K | 0.1% | -99.0% | 0.094% | |
5/18/2023 | SkyView Investment Advisors LLC | 25,951 | $2.35M | 0.6% | N/A | 0.816% | |
5/15/2023 | Gladstone Institutional Advisory LLC | 79,926 | $7.25M | 0.5% | N/A | 2.513% | |
5/12/2023 | Theory Financial LLC | 37,934 | $3.44M | 2.1% | -1.9% | 1.193% | |
5/11/2023 | Cambridge Investment Research Advisors Inc. | 14,646 | $1.33M | 0.0% | +12.0% | 0.461% | |
5/11/2023 | Legacy Capital Group California Inc. | 31,841 | $2.89M | 1.4% | N/A | 1.001% | |
5/10/2023 | Oppenheimer & Co. Inc. | 13,861 | $1.26M | 0.0% | +18.8% | 0.436% | |
5/10/2023 | LPL Financial LLC | 132,674 | $12.03M | 0.0% | +15.7% | 4.172% | |
5/9/2023 | Armbruster Capital Management Inc. | 95,959 | $8.70M | 2.2% | -1.1% | 3.018% | |
5/8/2023 | Global Retirement Partners LLC | 5,004 | $429K | 0.0% | +5.9% | 0.157% | |
5/5/2023 | Truist Financial Corp | 5,172 | $469K | 0.0% | +37.3% | 0.163% | |
5/4/2023 | Wealthcare Advisory Partners LLC | 56,160 | $5.09M | 0.2% | +4.4% | 1.766% | |
5/2/2023 | AllSquare Wealth Management LLC | 76,134 | $6.90M | 4.5% | -0.9% | 2.394% | |
5/1/2023 | Windham Capital Management LLC | 2,735 | $248K | 0.1% | +9.4% | 0.086% | |
5/1/2023 | CWM LLC | 750 | $68K | 0.0% | +29.1% | 0.024% | |
4/28/2023 | Janney Montgomery Scott LLC | 6,715 | $609K | 0.0% | +25.9% | 0.211% | |
4/28/2023 | American Institute for Advanced Investment Management LLP | 6,153 | $558K | 0.6% | +16.4% | 0.193% | |
4/27/2023 | Stratos Wealth Partners LTD. | 5,655 | $513K | 0.0% | -23.4% | 0.178% | |
4/27/2023 | Benjamin F. Edwards & Company Inc. | 4,325 | $392K | 0.0% | +103.8% | 0.136% | |
4/25/2023 | Wealth Enhancement Advisory Services LLC | 3,096 | $281K | 0.0% | N/A | 0.097% | |
4/25/2023 | Advisor OS LLC | 34,718 | $3.15M | 0.8% | +238.4% | 1.092% | |
4/24/2023 | IMC Chicago LLC | 15,040 | $1.36M | 0.0% | N/A | 0.473% | |
4/24/2023 | Ahrens Investment Partners LLC | 925 | $84K | 0.0% | -66.1% | 0.029% | |
4/18/2023 | Twelve Points Wealth Management LLC | 9,241 | $838K | 0.5% | +26.5% | 0.282% | |
4/18/2023 | MJP Associates Inc. ADV | 250,766 | $22.74M | 7.0% | -2.8% | 7.645% | |
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4/17/2023 | Ayalon Insurance Comp Ltd. | 7,205 | $653K | 0.3% | -11.6% | 0.220% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 32,605 | $2.96M | 0.0% | +454.3% | 0.994% | |
4/13/2023 | One Plus One Wealth Management LLC | 7,948 | $721K | 0.5% | -29.4% | 0.242% | |
4/12/2023 | Worth Asset Management LLC | 2,785 | $253K | 0.2% | +107.1% | 0.085% | |
4/6/2023 | Fulcrum Equity Management | 52,627 | $4.77M | 4.5% | N/A | 1.604% | |
2/21/2023 | Northwestern Mutual Wealth Management Co. | 180,905 | $15.99M | 0.0% | +69,747.5% | 5.671% | |
2/15/2023 | First Capital Advisors Group LLC. | 11,035 | $975K | 0.7% | -9.3% | 0.346% | |
2/14/2023 | AllSquare Wealth Management LLC | 76,844 | $6.79M | 4.7% | -1.6% | 2.409% | |
2/13/2023 | Wealthcare Advisory Partners LLC | 53,791 | $4.75M | 0.2% | +9.3% | 1.686% | |
2/13/2023 | Armbruster Capital Management Inc. | 96,995 | $8.57M | 2.2% | -1.1% | 3.041% | |