4/30/2024 | Concord Wealth Partners | 5,355 | $347K | 0.1% | -20.9% | 0.165% | |
4/30/2024 | Commonwealth Equity Services LLC | 14,554 | $943K | 0.0% | +5.0% | 0.449% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,839 | $119K | 0.0% | N/A | 0.057% | |
4/24/2024 | CENTRAL TRUST Co | 882 | $57K | 0.0% | -43.5% | 0.027% | |
4/18/2024 | Exchange Capital Management Inc. | 29,761 | $1.93M | 0.3% | +0.7% | 0.919% | |
4/15/2024 | WealthCare Investment Partners LLC | 14,705 | $952K | 0.5% | +32.1% | 0.454% | |
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2/9/2024 | CreativeOne Wealth LLC | 31,393 | $2.25M | 0.1% | +11.2% | 0.789% | |
2/8/2024 | Exchange Capital Management Inc. | 29,554 | $2.12M | 0.4% | +2.2% | 0.743% | |
2/7/2024 | VisionPoint Advisory Group LLC | 540 | $39K | 0.0% | N/A | 0.014% | |
2/6/2024 | MeadowBrook Investment Advisors LLC | 6,363 | $456K | 0.4% | N/A | 0.160% | |
2/6/2024 | Concord Wealth Partners | 6,771 | $486K | 0.1% | -22.8% | 0.170% | |
2/2/2024 | Spinnaker Trust | 54,203 | $3.89M | 0.3% | +1,075.8% | 1.362% | |
2/1/2024 | CWM LLC | 1,289 | $92K | 0.0% | -20.8% | 0.032% | |
1/30/2024 | Capital Analysts LLC | 20,610 | $1.48M | 0.1% | +1.4% | 0.518% | |
1/25/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
1/24/2024 | International Assets Investment Management LLC | 6,600 | $473K | 0.0% | N/A | 0.166% | |
1/24/2024 | Mascoma Wealth Management LLC | 1,165 | $84K | 0.0% | -45.9% | 0.029% | |
1/23/2024 | Better Money Decisions LLC | 3,255 | $233K | 0.2% | -18.0% | 0.082% | |
1/18/2024 | Good Life Advisors LLC | 3,721 | $267K | 0.0% | -21.3% | 0.093% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 13,422 | $963K | 0.0% | -52.0% | 0.337% | |
1/12/2024 | Archford Capital Strategies LLC | 5,117 | $367K | 0.1% | -25.2% | 0.129% | |
1/12/2024 | Independent Wealth Network Inc. | 6,819 | $489K | 0.3% | +79.9% | 0.171% | |
1/10/2024 | Creative Financial Designs Inc. ADV | 4,053 | $291K | 0.0% | +24.7% | 0.102% | |
11/30/2023 | Modera Wealth Management LLC | 17,753 | $1.20M | 0.0% | N/A | 0.446% | |
11/13/2023 | LPL Financial LLC | 176,174 | $11.88M | 0.0% | +11.0% | 4.426% | |
11/13/2023 | Kestra Advisory Services LLC | 4,570 | $308K | 0.0% | +51.4% | 0.115% | |
11/9/2023 | USAdvisors Wealth Management LLC | 8,259 | $557K | 0.2% | +7.5% | 0.208% | |
11/8/2023 | Spinnaker Trust | 4,610 | $311K | 0.0% | +65.5% | 0.116% | |
11/8/2023 | Spire Wealth Management | 1,862 | $126K | 0.0% | N/A | 0.047% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 4,480 | $302K | 0.0% | -6.2% | 0.113% | |
11/6/2023 | Phoenix Wealth Advisors | 4,358 | $294K | 0.2% | N/A | 0.109% | |
11/3/2023 | Private Advisor Group LLC | 3,378 | $228K | 0.0% | -8.3% | 0.085% | |
11/1/2023 | Wealthfront Advisers LLC | 11,010 | $743K | 0.0% | +38.3% | 0.277% | |
10/26/2023 | CENTRAL TRUST Co | 1,537 | $104K | 0.0% | +33.0% | 0.039% | |
10/25/2023 | Concord Wealth Partners | 8,769 | $592K | 0.1% | -13.4% | 0.220% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 27,978 | $1.89M | 0.0% | -40.4% | 0.703% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 11,382 | $768K | 0.0% | -4.2% | 0.286% | |
10/23/2023 | YHB Investment Advisors Inc. | 3,690 | $249K | 0.0% | -7.5% | 0.093% | |
10/23/2023 | Commonwealth Equity Services LLC | 19,769 | $1.33M | 0.0% | -17.9% | 0.497% | |
10/17/2023 | CreativeOne Wealth LLC | 28,227 | $1.90M | 0.1% | -3.6% | 0.709% | |
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10/11/2023 | Stonehearth Capital Management LLC | 57,736 | $3.90M | 2.1% | +5.7% | 1.451% | |
10/11/2023 | CWM LLC | 1,628 | $110K | 0.0% | +261.8% | 0.041% | |
10/10/2023 | WealthCare Investment Partners LLC | 11,183 | $725K | 0.4% | +7.4% | 0.281% | |
10/10/2023 | Founders Capital Management | 753 | $51K | 0.0% | -75.3% | 0.019% | |
8/21/2023 | VisionPoint Advisory Group LLC | 540 | $46K | 0.0% | N/A | 0.014% | |
8/10/2023 | GeoWealth Management LLC | 4,158 | $352K | 0.0% | +11.4% | 0.104% | |
8/10/2023 | Commonwealth Equity Services LLC | 24,071 | $2.04M | 0.0% | -16.5% | 0.605% | |
8/10/2023 | Private Advisor Group LLC | 3,682 | $312K | 0.0% | -17.9% | 0.093% | |
8/10/2023 | Cetera Advisor Networks LLC | 19,664 | $1.66M | 0.0% | +12.0% | 0.494% | |
8/10/2023 | Cetera Investment Advisers | 10,643 | $901K | 0.0% | +12.2% | 0.267% | |
8/9/2023 | Coastal Investment Advisors Inc. | 400 | $34K | 0.0% | N/A | 0.010% | |
8/8/2023 | Concord Wealth Partners | 10,124 | $857K | 0.2% | +8.3% | 0.254% | |
8/4/2023 | Envestnet Asset Management Inc. | 15,831 | $1.34M | 0.0% | +8.5% | 0.398% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 3,113 | $263K | 0.0% | -50.9% | 0.078% | |
8/3/2023 | Optimum Investment Advisors | 418 | $35K | 0.0% | -80.7% | 0.011% | |
8/3/2023 | Tobias Financial Advisors Inc. | 5,384 | $456K | 0.1% | N/A | 0.135% | |
8/3/2023 | Eagle Strategies LLC | 18,795 | $1.59M | 0.4% | -1.1% | 0.472% | |
8/2/2023 | Archford Capital Strategies LLC | 6,838 | $591K | 0.1% | -2.7% | 0.167% | |
8/2/2023 | Bank of Montreal Can | 701 | $61K | 0.0% | N/A | 0.017% | |
8/1/2023 | USAdvisors Wealth Management LLC | 7,685 | $652K | 0.3% | +28.3% | 0.187% | |
8/1/2023 | Spinnaker Trust | 2,785 | $236K | 0.0% | N/A | 0.068% | |
7/31/2023 | LPL Financial LLC | 158,785 | $13.44M | 0.0% | +0.8% | 3.873% | |
7/31/2023 | Seven Springs Wealth Group LLC | 13,812 | $1.17M | 0.6% | +1.3% | 0.337% | |
7/28/2023 | First Republic Investment Management Inc. | 4,775 | $404K | 0.0% | -9.2% | 0.116% | |
7/26/2023 | CENTRAL TRUST Co | 1,156 | $98K | 0.0% | -9.5% | 0.028% | |
7/26/2023 | Creative Financial Designs Inc. ADV | 3,173 | $268K | 0.0% | +4.3% | 0.077% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 46,979 | $3.98M | 0.0% | -25.9% | 1.146% | |
7/25/2023 | Raymond James & Associates | 2,747 | $232K | 0.0% | +8.6% | 0.067% | |
7/20/2023 | Csenge Advisory Group | 2,432 | $206K | 0.0% | N/A | 0.059% | |
7/13/2023 | WealthCare Investment Partners LLC | 10,417 | $875K | 0.5% | -6.6% | 0.254% | |
7/12/2023 | Independent Wealth Network Inc. | 3,721 | $315K | 0.2% | -4.2% | 0.091% | |
7/7/2023 | Founders Capital Management | 3,049 | $258K | 0.2% | -32.0% | 0.074% | |
7/6/2023 | Stonehearth Capital Management LLC | 54,634 | $4.62M | 2.4% | +2.1% | 1.333% | |
5/12/2023 | GeoWealth Management LLC | 3,731 | $324K | 0.0% | +12.1% | 0.091% | |
5/11/2023 | Commonwealth Equity Services LLC | 28,836 | $2.50M | 0.0% | -18.5% | 0.703% | |
5/10/2023 | Private Advisor Group LLC | 4,487 | $389K | 0.0% | N/A | 0.109% | |
5/10/2023 | LPL Financial LLC | 157,505 | $13.65M | 0.0% | +12.4% | 3.842% | |
5/10/2023 | Banco Santander S.A. | 3,630 | $315K | 0.0% | -19.2% | 0.089% | |
5/9/2023 | Seven Springs Wealth Group LLC | 13,637 | $1.18M | 0.6% | -12.9% | 0.333% | |
5/8/2023 | YHB Investment Advisors Inc. | 3,990 | $346K | 0.0% | +11.1% | 0.097% | |
5/5/2023 | Capital Analysts LLC | 18,584 | $1.61M | 0.1% | +2.8% | 0.453% | |
5/4/2023 | Great Diamond Partners LLC | 2,926 | $254K | 0.1% | N/A | 0.071% | |
5/4/2023 | Stonebridge Financial Planning Group LLC | 9,195 | $797K | 0.5% | -30.4% | 0.224% | |
5/3/2023 | Better Money Decisions LLC | 4,049 | $351K | 0.3% | -3.5% | 0.099% | |
5/3/2023 | Optimum Investment Advisors | 2,165 | $188K | 0.1% | -30.8% | 0.053% | |
5/3/2023 | Exchange Capital Management Inc. | 28,750 | $2.49M | 0.5% | +6.8% | 0.701% | |
5/1/2023 | Mascoma Wealth Management LLC | 8,044 | $659K | 0.2% | +2.6% | 0.196% | |
5/1/2023 | CWM LLC | 431 | $37K | 0.0% | +167.7% | 0.011% | |
4/28/2023 | Wealthfront Advisers LLC | 7,584 | $657K | 0.0% | -51.1% | 0.185% | |
4/26/2023 | Concord Wealth Partners | 9,344 | $810K | 0.2% | -9.3% | 0.228% | |
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4/25/2023 | Creative Financial Designs Inc. ADV | 3,042 | $264K | 0.0% | +64.2% | 0.074% | |
4/24/2023 | Toth Financial Advisory Corp | 450 | $39K | 0.0% | N/A | 0.011% | |
4/24/2023 | Eagle Strategies LLC | 19,000 | $1.65M | 0.4% | +1.1% | 0.463% | |
4/18/2023 | Allworth Financial LP | 314 | $27K | 0.0% | +161.7% | 0.008% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 63,442 | $5.50M | 0.0% | +1.1% | 1.602% | |
4/13/2023 | USAdvisors Wealth Management LLC | 5,988 | $519K | 0.2% | -4.3% | 0.151% | |
4/12/2023 | Flagship Harbor Advisors LLC | 3,606 | $313K | 0.0% | N/A | 0.091% | |
4/4/2023 | Stonehearth Capital Management LLC | 53,522 | $4.64M | 2.5% | +3.0% | 1.352% | |
2/14/2023 | Quantitative Advantage LLC | 2,680 | $220K | 0.0% | N/A | 0.068% | |
2/13/2023 | GeoWealth Management LLC | 3,328 | $273K | 0.0% | +35.6% | 0.084% | |