5/15/2024 | Steel Grove Capital Advisors LLC | 31,706 | $1.60M | 0.0% | +104.4% | 0.269% | |
5/14/2024 | Tiemann Investment Advisors LLC | 101,088 | $5.09M | 2.3% | +16.0% | 0.857% | |
5/11/2024 | Patten & Patten Inc. TN | 336,024 | $16.92M | 1.2% | N/A | 2.848% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 31,297 | $1.58M | 0.0% | +3.4% | 0.267% | |
5/3/2024 | Proficio Capital Partners LLC | 70,355 | $3.54M | 0.4% | +2.4% | 0.601% | |
5/2/2024 | Lionsbridge Wealth Management LLC | 11,706 | $589K | 0.5% | -50.7% | 0.100% | |
|
5/1/2024 | Janney Montgomery Scott LLC | 4,989 | $251K | 0.0% | -16.8% | 0.043% | |
4/30/2024 | Perigon Wealth Management LLC | 19,157 | $965K | 0.0% | N/A | 0.164% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,650 | $838K | 0.0% | +82.6% | 0.142% | |
4/29/2024 | Brio Consultants LLC | 52,973 | $2.67M | 0.4% | -2.7% | 0.453% | |
4/26/2024 | Sage Rhino Capital LLC | 118,016 | $5.94M | 1.4% | +30.9% | 1.009% | |
4/22/2024 | Bristlecone Advisors LLC | 97,290 | $4.90M | 0.4% | -7.4% | 0.832% | |
4/22/2024 | Raymond James & Associates | 104,807 | $5.28M | 0.0% | +7.8% | 0.896% | |
4/22/2024 | Cassia Capital Partners LLC | 115,608 | $5.82M | 3.9% | +192.9% | 0.988% | |
4/19/2024 | Wiser Wealth Management Inc | 4,018 | $202K | 0.1% | -77.8% | 0.035% | |
4/18/2024 | Capital Advisors Ltd. LLC | 9,473 | $477K | 0.1% | -16.7% | 0.082% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 165,327 | $8.33M | 1.5% | -2.4% | 1.425% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 1,013,957 | $51.06M | 0.1% | +12.6% | 8.741% | |
4/12/2024 | Navalign LLC | 4,754 | $239K | 0.1% | -30.6% | 0.041% | |
4/12/2024 | Ignite Planners LLC | 50,172 | $2.52M | 0.7% | +68.1% | 0.433% | |
4/12/2024 | AdvisorNet Financial Inc | 47,820 | $2.41M | 0.2% | +80.3% | 0.412% | |
4/10/2024 | Atwood & Palmer Inc. | 48,400 | $2.44M | 0.2% | -4.9% | 0.417% | |
4/8/2024 | Beese Fulmer Investment Management Inc. | 7,179 | $361K | 0.0% | -4.3% | 0.062% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/16/2024 | Burford Brothers Inc. | 16,823 | $841K | 0.6% | N/A | 0.145% | |
2/13/2024 | Goldman Sachs Group Inc. | 1,818,277 | $90.93M | 0.0% | -3.2% | 15.675% | |
2/12/2024 | Avestar Capital LLC | 429,191 | $21.57M | 2.4% | +212.5% | 3.700% | |
2/9/2024 | Frazier Financial Advisors LLC | 44,484 | $2.23M | 1.9% | N/A | 0.383% | |
2/9/2024 | Wells Fargo & Company MN | 428,710 | $21.44M | 0.0% | -9.7% | 3.696% | |
2/7/2024 | Gratus Capital LLC | 17,406 | $870K | 0.0% | +25.0% | 0.150% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 30,266 | $1.51M | 0.0% | -2.5% | 0.261% | |
2/7/2024 | Principal Securities Inc. | 11,975 | $599K | 0.0% | N/A | 0.103% | |
2/7/2024 | Clearwater Capital Advisors LLC | 7,014 | $351K | 0.0% | -4.6% | 0.060% | |
2/6/2024 | Spire Wealth Management | 1,180 | $59K | 0.0% | N/A | 0.010% | |
2/5/2024 | Sage Rhino Capital LLC | 90,171 | $4.51M | 1.2% | +6.5% | 0.777% | |
2/5/2024 | Adell Harriman & Carpenter Inc. | 81,522 | $4.08M | 0.4% | -39.9% | 0.703% | |
2/5/2024 | Precision Wealth Strategies LLC | 135,178 | $6.76M | 6.6% | -14.5% | 1.165% | |
2/5/2024 | Brio Consultants LLC | 54,427 | $2.72M | 0.5% | -30.4% | 0.469% | |
2/2/2024 | Private Wealth Partners LLC | 46,800 | $2.34M | 0.2% | +20.8% | 0.403% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,266 | $1.52M | 0.0% | -2.5% | 0.261% | |
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2/1/2024 | CWM LLC | 650,508 | $32.53M | 0.2% | -3.8% | 5.608% | |
1/31/2024 | Alpha Omega Wealth Management LLC | 169,420 | $8.47M | 1.4% | -6.0% | 1.461% | |
1/30/2024 | Elmwood Wealth Management Inc. | 9,513 | $476K | 0.3% | -58.4% | 0.082% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 29,480 | $1.47M | 0.4% | +110.4% | 0.254% | |
1/25/2024 | Bristlecone Advisors LLC | 105,017 | $5.25M | 0.5% | -20.5% | 0.905% | |
1/24/2024 | Mascoma Wealth Management LLC | 3,380 | $169K | 0.1% | -77.8% | 0.029% | |
1/19/2024 | AdvisorNet Financial Inc | 26,519 | $1.33M | 0.1% | +25.2% | 0.229% | |
1/19/2024 | Wagner Wealth Management LLC | 187,819 | $9.39M | 3.2% | -10.9% | 1.619% | |
1/18/2024 | Navalign LLC | 6,849 | $343K | 0.1% | -65.8% | 0.059% | |
1/18/2024 | Steel Grove Capital Advisors LLC | 15,511 | $776K | 0.1% | -9.7% | 0.134% | |
1/16/2024 | Engrave Wealth Partners LLC | 537,120 | $26.86M | 7.7% | -1.5% | 4.630% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,724 | $1.04M | 0.0% | +45.5% | 0.179% | |
1/16/2024 | Raymond James & Associates | 97,248 | $4.86M | 0.0% | +8.9% | 0.838% | |
1/16/2024 | Lionsbridge Wealth Management LLC | 23,768 | $1.19M | 1.0% | N/A | 0.205% | |
1/12/2024 | Atwood & Palmer Inc. | 50,900 | $2.55M | 0.2% | -3.9% | 0.439% | |
1/12/2024 | Fortitude Family Office LLC | 500 | $25K | 0.0% | N/A | 0.004% | |
1/11/2024 | Amplius Wealth Advisors LLC | 249,024 | $12.45M | 1.5% | N/A | 2.147% | |
1/9/2024 | Beese Fulmer Investment Management Inc. | 7,505 | $375K | 0.0% | -6.8% | 0.065% | |
1/9/2024 | Ignite Planners LLC | 29,854 | $1.49M | 0.4% | +58.2% | 0.257% | |
11/16/2023 | Financial Gravity Asset Management Inc. | 261,851 | $13.08M | 0.2% | +1,107.1% | 2.257% | |
11/16/2023 | Elmwood Wealth Management Inc. | 22,863 | $1.14M | 0.6% | -18.9% | 0.197% | |
11/14/2023 | Tiemann Investment Advisors LLC | 65,545 | $3.27M | 1.8% | +23.8% | 0.565% | |
11/14/2023 | McGowan Group Asset Management Inc. | 4,961 | $248K | 0.0% | N/A | 0.043% | |
11/13/2023 | Stifel Financial Corp | 69,095 | $3.45M | 0.0% | -1.9% | 0.596% | |
11/13/2023 | Mariner LLC | 105,129 | $5.25M | 0.0% | +9.3% | 0.906% | |
11/13/2023 | LPL Financial LLC | 76,022 | $3.80M | 0.0% | +13.1% | 0.655% | |
11/13/2023 | Regal Investment Advisors LLC | 8,880 | $443K | 0.0% | +3.4% | 0.077% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 31,057 | $1.55M | 0.0% | N/A | 0.268% | |
11/13/2023 | Kestra Advisory Services LLC | 15,619 | $780K | 0.0% | N/A | 0.135% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 14,009 | $700K | 0.2% | N/A | 0.121% | |
11/8/2023 | HighTower Advisors LLC | 255,279 | $12.74M | 0.0% | +17.4% | 2.201% | |
11/8/2023 | Atria Wealth Solutions Inc. | 31,057 | $1.55M | 0.0% | -6.7% | 0.268% | |
11/7/2023 | Adell Harriman & Carpenter Inc. | 135,631 | $6.77M | 0.7% | +1.4% | 1.169% | |
11/7/2023 | Fermata Advisors LLC | 67,568 | $3.37M | 1.0% | N/A | 0.582% | |
11/7/2023 | Private Wealth Partners LLC | 38,750 | $1.94M | 0.2% | -2.0% | 0.334% | |
11/6/2023 | Nottingham Advisors Inc. | 4,445 | $222K | 0.0% | -32.8% | 0.038% | |
11/3/2023 | KCS Wealth Advisory | 166,015 | $8.29M | 3.5% | -0.2% | 1.431% | |
11/2/2023 | Synergy Financial Group LTD | 5,564 | $278K | 0.4% | N/A | 0.048% | |
10/31/2023 | Precision Wealth Strategies LLC | 158,139 | $7.90M | 8.6% | +196.9% | 1.363% | |
10/30/2023 | Perigon Wealth Management LLC | 7,781 | $389K | 0.0% | N/A | 0.067% | |
10/27/2023 | Brio Consultants LLC | 78,164 | $3.90M | 0.7% | -0.3% | 0.674% | |
10/26/2023 | Sage Rhino Capital LLC | 84,640 | $4.23M | 1.1% | +58.2% | 0.730% | |
10/26/2023 | Gratus Capital LLC | 13,929 | $696K | 0.0% | +27.8% | 0.120% | |
10/26/2023 | Shufro Rose & Co. LLC | 27,911 | $1.39M | 0.1% | +9.3% | 0.241% | |
10/25/2023 | Highland Financial Advisors LLC | 112,181 | $5.60M | 2.9% | +2.9% | 0.967% | |
10/24/2023 | Windsor Wealth Management Inc. | 4,243 | $212K | 0.0% | N/A | 0.037% | |
10/24/2023 | Raymond James & Associates | 89,340 | $4.46M | 0.0% | +605.9% | 0.770% | |
10/24/2023 | Dakota Wealth Management | 9,018 | $450K | 0.0% | N/A | 0.078% | |
10/20/2023 | Avestar Capital LLC | 137,362 | $6.86M | 1.0% | -48.1% | 1.184% | |
10/20/2023 | Atwood & Palmer Inc. | 52,950 | $2.64M | 0.2% | -47.3% | 0.456% | |
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10/19/2023 | Wiser Wealth Management Inc | 18,086 | $903K | 0.4% | N/A | 0.156% | |
10/18/2023 | Proficio Capital Partners LLC | 62,845 | $3.14M | 0.4% | N/A | 0.542% | |
10/18/2023 | Wagner Wealth Management LLC | 210,898 | $10.53M | 3.8% | -10.0% | 1.818% | |
10/13/2023 | Mascoma Wealth Management LLC | 15,236 | $761K | 0.2% | -23.0% | 0.131% | |
10/12/2023 | AdvisorNet Financial Inc | 21,179 | $1.06M | 0.1% | -11.2% | 0.183% | |
10/11/2023 | Alpha Omega Wealth Management LLC | 180,314 | $9.01M | 1.6% | +1.4% | 1.554% | |
10/11/2023 | CWM LLC | 676,532 | $33.79M | 0.2% | -4.0% | 5.832% | |
10/11/2023 | Navalign LLC | 20,042 | $1.00M | 0.4% | N/A | 0.173% | |
10/11/2023 | Ignite Planners LLC | 18,867 | $939K | 0.3% | N/A | 0.163% | |
10/10/2023 | Green Square Capital Advisors LLC | 17,181 | $858K | 0.1% | +51.2% | 0.148% | |