5/24/2024 | Cetera Investment Advisers | 45,755 | $1.56M | 0.0% | N/A | 0.432% | |
5/14/2024 | EP Wealth Advisors LLC | 71,745 | $2.45M | 0.0% | +41.1% | 0.688% | |
5/11/2024 | Beaumont Financial Advisors LLC | 31,075 | $1.06M | 0.1% | +9.7% | 0.298% | |
5/10/2024 | First Foundation Advisors | 61,943 | $2.11M | 0.1% | -0.8% | 0.594% | |
5/8/2024 | Tranquility Partners LLC | 8,727 | $298K | 0.1% | +28.1% | 0.084% | |
5/6/2024 | VitalStone Financial LLC | 19,223 | $656K | 0.5% | -5.7% | 0.184% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 13,606 | $464K | 0.0% | +38.2% | 0.130% | |
5/1/2024 | Private Advisor Group LLC | 11,744 | $401K | 0.0% | -17.4% | 0.113% | |
4/26/2024 | Mesirow Financial Investment Management Inc. | 249,174 | $8.50M | 0.2% | N/A | 2.419% | |
4/25/2024 | TRUE Private Wealth Advisors | 13,852 | $472K | 0.1% | N/A | 0.134% | |
4/25/2024 | Capital Investment Advisory Services LLC | 25,540 | $871K | 0.1% | -28.4% | 0.248% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 95,399 | $3.25M | 0.0% | -6.8% | 0.926% | |
4/24/2024 | Patton Albertson Miller Group LLC | 45,014 | $1.54M | 0.2% | +1.6% | 0.437% | |
4/23/2024 | Gradient Investments LLC | 999,547 | $34.10M | 0.8% | -4.3% | 9.704% | |
4/23/2024 | Principle Wealth Partners LLC | 726,451 | $24.78M | 1.9% | +10.2% | 7.053% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 69,685 | $2.38M | 0.0% | +8.3% | 0.677% | |
4/22/2024 | Financial Management Network Inc. | 492,649 | $16.27M | 4.1% | +7.1% | 4.783% | |
4/22/2024 | Raymond James & Associates | 194,258 | $6.63M | 0.0% | +108.6% | 1.886% | |
4/19/2024 | Lake Street Private Wealth LLC | 30,290 | $1.03M | 0.1% | +164.8% | 0.294% | |
4/18/2024 | Woodmont Investment Counsel LLC | 145,646 | $4.97M | 0.4% | +1.1% | 1.414% | |
4/17/2024 | Avalon Capital Management | 126,594 | $4.32M | 1.8% | -5.3% | 1.229% | |
4/15/2024 | Etesian Wealth Advisors Inc. | 12,176 | $415K | 0.2% | +30.3% | 0.118% | |
4/12/2024 | Allen Mooney & Barnes Investment Advisors LLC | 17,015 | $559K | 0.1% | N/A | 0.326% | |
4/9/2024 | Lowe Wealth Advisors LLC | 9,470 | $323K | 0.2% | +8.3% | 0.181% | |
3/6/2024 | SageView Advisory Group LLC | 7,619 | $237K | 0.0% | N/A | 0.146% | |
2/28/2024 | EP Wealth Advisors LLC | 50,855 | $1.60M | 0.0% | N/A | 0.974% | |
2/14/2024 | Visionary Wealth Advisors | 31,816 | $1.00M | 0.1% | N/A | 0.610% | |
2/14/2024 | VitalStone Financial LLC | 20,393 | $642K | 0.5% | -4.5% | 0.391% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 43,973 | $1.39M | 0.0% | -19.6% | 0.842% | |
2/9/2024 | Orion Portfolio Solutions LLC | 49,062 | $1.52M | 0.0% | +2.1% | 0.940% | |
2/9/2024 | SageView Advisory Group LLC | 7,619 | $237K | 0.0% | N/A | 0.146% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 102,310 | $3.22M | 0.0% | +77.0% | 1.960% | |
2/9/2024 | Balboa Wealth Partners | 9,493 | $299K | 0.1% | N/A | 0.182% | |
2/8/2024 | Apexium Financial LP | 143,866 | $4.53M | 0.3% | +478.7% | 2.756% | |
2/7/2024 | Acorn Wealth Advisors LLC | 12,913 | $407K | 0.2% | +32.6% | 0.247% | |
2/7/2024 | Soundwatch Capital LLC | 8,127 | $256K | 0.1% | N/A | 0.156% | |
2/7/2024 | Patton Albertson Miller Group LLC | 44,291 | $1.40M | 0.2% | +62.7% | 0.848% | |
2/6/2024 | Private Advisor Group LLC | 14,217 | $448K | 0.0% | +13.3% | 0.272% | |
2/5/2024 | Principle Wealth Partners LLC | 659,045 | $20.76M | 1.8% | +12.9% | 12.625% | |
2/2/2024 | IAG Wealth Partners LLC | 2,305 | $73K | 0.0% | -17.7% | 0.044% | |
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2/2/2024 | Truist Financial Corp | 48,479 | $1.53M | 0.0% | +4.8% | 0.929% | |
2/1/2024 | Capital Investment Advisory Services LLC | 35,651 | $1.12M | 0.1% | +28.0% | 0.683% | |
2/1/2024 | CWM LLC | 19,673 | $620K | 0.0% | -6.4% | 0.377% | |
1/31/2024 | Beaumont Financial Advisors LLC | 28,329 | $892K | 0.1% | +19.1% | 0.543% | |
1/31/2024 | Western Wealth Management LLC | 17,848 | $562K | 0.0% | N/A | 0.342% | |
1/31/2024 | Tranquility Partners LLC | 6,812 | $215K | 0.1% | N/A | 0.130% | |
1/30/2024 | Capital Analysts LLC | 9,300 | $293K | 0.0% | +84.9% | 0.178% | |
1/26/2024 | Randolph Co Inc | 6,356 | $200K | 0.0% | N/A | 0.122% | |
1/22/2024 | Financial Management Network Inc. | 459,937 | $14.05M | 4.1% | +7.3% | 8.811% | |
1/19/2024 | Woodmont Investment Counsel LLC | 144,003 | $4.54M | 0.4% | -1.0% | 2.759% | |
1/18/2024 | Gradient Investments LLC | 1,044,103 | $32.89M | 0.8% | -28.0% | 20.002% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 64,345 | $2.03M | 0.0% | +10.2% | 1.233% | |
1/16/2024 | Raymond James & Associates | 93,139 | $2.93M | 0.0% | +12.8% | 1.784% | |
1/12/2024 | Avalon Capital Management | 133,730 | $4.21M | 1.8% | N/A | 2.562% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 9,343 | $296K | 0.2% | N/A | 0.179% | |
1/5/2024 | Lowe Wealth Advisors LLC | 8,745 | $275K | 0.1% | +18.8% | 0.168% | |
11/16/2023 | VitalStone Financial LLC | 21,365 | $579K | 0.5% | N/A | 0.409% | |
11/16/2023 | Panoramic Investment Advisors LLC | 7,560 | $215K | 0.2% | N/A | 0.145% | |
11/16/2023 | First Foundation Advisors | 58,537 | $1.66M | 0.1% | +21.0% | 1.121% | |
11/13/2023 | Mariner LLC | 150,247 | $4.27M | 0.0% | +4.0% | 2.878% | |
11/13/2023 | LPL Financial LLC | 288,156 | $8.19M | 0.0% | +117.5% | 5.520% | |
11/8/2023 | HighTower Advisors LLC | 14,349 | $392K | 0.0% | N/A | 0.275% | |
11/7/2023 | Acorn Wealth Advisors LLC | 9,738 | $277K | 0.2% | N/A | 0.187% | |
11/3/2023 | Private Advisor Group LLC | 12,550 | $357K | 0.0% | N/A | 0.240% | |
11/1/2023 | Beaumont Financial Advisors LLC | 23,779 | $676K | 0.1% | +57.4% | 0.456% | |
11/1/2023 | Orion Portfolio Solutions LLC | 48,036 | $1.37M | 0.0% | +0.8% | 0.920% | |
10/27/2023 | Gradient Investments LLC | 1,449,820 | $41.21M | 1.1% | +1,282,926.5% | 27.774% | |
10/25/2023 | Apexium Financial LP | 24,860 | $707K | 0.1% | N/A | 0.476% | |
10/24/2023 | Woodmont Investment Counsel LLC | 145,435 | $4.13M | 0.4% | N/A | 2.786% | |
10/24/2023 | Patton Albertson Miller Group LLC | 27,219 | $774K | 0.2% | N/A | 0.521% | |
10/24/2023 | IAG Wealth Partners LLC | 2,800 | $80K | 0.0% | +35.6% | 0.054% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 58,370 | $1.66M | 0.0% | +9.4% | 1.118% | |
10/24/2023 | Raymond James & Associates | 82,572 | $2.35M | 0.0% | +197.7% | 1.582% | |
10/24/2023 | Financial Management Network Inc. | 428,631 | $11.96M | 4.0% | +27.8% | 8.211% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 57,803 | $1.64M | 0.0% | +7.3% | 1.107% | |
10/23/2023 | Commonwealth Equity Services LLC | 86,849 | $2.47M | 0.0% | +840.4% | 1.664% | |
10/12/2023 | IFP Advisors Inc | 4,546 | $129K | 0.0% | N/A | 0.087% | |
10/11/2023 | CWM LLC | 21,027 | $598K | 0.0% | -14.9% | 0.403% | |
10/11/2023 | Vista Private Wealth Partners. LLC | 265,289 | $7.46M | 3.1% | N/A | 5.082% | |
8/14/2023 | First Foundation Advisors | 48,376 | $1.45M | 0.1% | N/A | 0.927% | |
8/10/2023 | IAG Wealth Partners LLC | 2,065 | $62K | 0.0% | N/A | 0.040% | |
8/10/2023 | AlphaCore Capital LLC | 11,350 | $340K | 0.1% | N/A | 0.217% | |
8/3/2023 | CWM LLC | 24,714 | $740K | 0.0% | -4.8% | 0.473% | |
8/2/2023 | Beaumont Financial Advisors LLC | 15,104 | $452K | 0.0% | N/A | 0.289% | |
8/1/2023 | Truist Financial Corp | 16,306 | $488K | 0.0% | +42.9% | 0.312% | |
8/1/2023 | Pursue Wealth Partners LLC | 40,000 | $1.20M | 0.8% | +300.0% | 0.766% | |
7/31/2023 | LPL Financial LLC | 132,508 | $3.97M | 0.0% | +196.7% | 2.538% | |
7/31/2023 | Principle Wealth Partners LLC | 466,247 | $13.96M | 1.4% | N/A | 8.932% | |
7/28/2023 | Capital Investment Advisory Services LLC | 27,803 | $833K | 0.1% | +88.8% | 1.635% | |
7/28/2023 | Financial Management Network Inc. | 335,474 | $10.07M | 3.5% | +18.3% | 19.734% | |
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7/25/2023 | Raymond James Financial Services Advisors Inc. | 53,353 | $1.60M | 0.0% | +80.2% | 3.138% | |
7/25/2023 | Raymond James & Associates | 27,737 | $831K | 0.0% | N/A | 1.632% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 53,869 | $1.61M | 0.0% | +475.7% | 3.169% | |
7/7/2023 | Lowe Wealth Advisors LLC | 7,070 | $212K | 0.1% | N/A | 0.416% | |
5/30/2023 | BKA Wealth Consulting Inc. | 283,513 | $7.88M | 3.1% | N/A | 16.388% | |
5/9/2023 | Tower Research Capital LLC TRC | 3,629 | $103K | 0.0% | N/A | 0.210% | |
5/9/2023 | RFG Advisory LLC | 39,785 | $1.13M | 0.1% | -10.8% | 2.300% | |
5/9/2023 | Clear Investment Research LLC | 1,747 | $50K | 0.1% | N/A | 0.101% | |
5/5/2023 | Truist Financial Corp | 11,413 | $325K | 0.0% | N/A | 0.660% | |
5/1/2023 | CWM LLC | 25,960 | $738K | 0.0% | N/A | 1.501% | |