5/21/2024 | Atria Investments Inc | 32,412 | $2.10M | 0.0% | +15.5% | 0.239% | |
5/15/2024 | Kestra Advisory Services LLC | 243,017 | $15.74M | 0.1% | +9.1% | 1.793% | |
5/9/2024 | Orion Portfolio Solutions LLC | 18,982 | $1.23M | 0.0% | -37.4% | 0.141% | |
5/8/2024 | Schneider Downs Wealth Management Advisors LP | 50,673 | $3.28M | 0.8% | +12.5% | 0.375% | |
5/8/2024 | Avantax Advisory Services Inc. | 197,729 | $12.81M | 0.1% | +7.7% | 1.465% | |
5/7/2024 | Chilton Capital Management LLC | 18,122 | $1.17M | 0.1% | -4.3% | 0.134% | |
|
5/7/2024 | Oppenheimer & Co. Inc. | 13,316 | $862K | 0.0% | +1.2% | 0.099% | |
5/3/2024 | Avidian Wealth Solutions LLC | 6,132 | $397K | 0.0% | -5.1% | 0.045% | |
5/2/2024 | Moloney Securities Asset Management LLC | 23,961 | $1.55M | 0.2% | -1.0% | 0.177% | |
4/30/2024 | Private Advisor Group LLC | 62,419 | $4.04M | 0.0% | -6.2% | 0.462% | |
4/30/2024 | Foundry Financial Group Inc. | 139,042 | $9.00M | 6.4% | +9.4% | 1.030% | |
4/30/2024 | Arkadios Wealth Advisors | 18,578 | $1.20M | 0.1% | -3.0% | 0.138% | |
4/29/2024 | Commonwealth Equity Services LLC | 472,350 | $30.59M | 0.1% | +0.2% | 3.499% | |
4/29/2024 | Aspire Wealth Management Corp | 7,114 | $461K | 0.3% | -2.8% | 0.053% | |
4/25/2024 | TNF LLC | 15,891 | $991K | 0.4% | +11.6% | 0.118% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 124,092 | $8.04M | 0.0% | -2.5% | 0.912% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 42,812 | $2.77M | 0.0% | -11.9% | 0.315% | |
4/22/2024 | Parsons Capital Management Inc. RI | 42,968 | $2.78M | 0.2% | +1.3% | 0.316% | |
4/17/2024 | Grimes & Company Inc. | 1,710,875 | $110.80M | 3.4% | +0.5% | 12.580% | |
4/16/2024 | OneAscent Wealth Management LLC | 6,271 | $406K | 0.2% | -4.2% | 0.046% | |
4/16/2024 | ERn Financial LLC | 39,567 | $2.56M | 0.4% | -3.4% | 0.291% | |
4/15/2024 | Sunbelt Securities Inc. | 720 | $47K | 0.0% | N/A | 0.005% | |
4/15/2024 | IAM Advisory LLC | 339,581 | $21.99M | 6.0% | -1.8% | 2.497% | |
4/15/2024 | Columbia Advisory Partners LLC | 26,099 | $1.69M | 1.7% | -4.2% | 0.192% | |
4/11/2024 | Cooper Financial Group | 110,117 | $7.13M | 1.2% | +1.0% | 0.810% | |
4/11/2024 | International Assets Investment Management LLC | 21,409 | $1.38M | 0.0% | N/A | 0.157% | |
2/9/2024 | Orion Portfolio Solutions LLC | 30,318 | $1.78M | 0.0% | +6.6% | 0.216% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 127,291 | $7.49M | 0.0% | -1.2% | 0.906% | |
2/9/2024 | Tidemark LLC | 1,320 | $78K | 0.0% | N/A | 0.009% | |
2/9/2024 | Journey Strategic Wealth LLC | 19,047 | $1.12M | 0.1% | +91.0% | 0.136% | |
2/9/2024 | Wells Fargo & Company MN | 843,235 | $49.59M | 0.0% | +4.1% | 6.002% | |
2/9/2024 | Schneider Downs Wealth Management Advisors LP | 45,027 | $2.65M | 0.7% | +6.6% | 0.320% | |
2/9/2024 | UBS Group AG | 325,958 | $19.17M | 0.0% | -0.7% | 2.320% | |
2/8/2024 | SigFig Wealth Management LLC | 23,299 | $1.37M | 0.1% | +2.7% | 0.166% | |
2/7/2024 | Avantax Advisory Services Inc. | 183,543 | $10.79M | 0.1% | +3.6% | 1.306% | |
2/7/2024 | Rossmore Private Capital | 25,750 | $1.51M | 0.2% | +4.0% | 0.183% | |
2/6/2024 | Private Advisor Group LLC | 66,546 | $3.91M | 0.0% | +23.8% | 0.474% | |
2/6/2024 | Commonwealth Equity Services LLC | 471,301 | $27.72M | 0.1% | +13.7% | 3.354% | |
2/1/2024 | CWM LLC | 1,150 | $68K | 0.0% | N/A | 0.008% | |
1/31/2024 | Goodman Advisory Group LLC | 100,354 | $5.90M | 2.0% | -26.7% | 0.714% | |
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1/30/2024 | Octavia Wealth Advisors LLC | 4,062 | $239K | 0.0% | N/A | 0.029% | |
1/30/2024 | TNF LLC | 14,235 | $857K | 0.3% | +65.0% | 0.101% | |
1/29/2024 | Simplicity Wealth LLC | 4,222 | $248K | 0.1% | N/A | 0.030% | |
1/24/2024 | Grimes & Company Inc. | 1,701,555 | $100.07M | 3.3% | +0.7% | 12.111% | |
1/24/2024 | Venture Visionary Partners LLC | 20,034 | $1.18M | 0.1% | -1.2% | 0.143% | |
1/24/2024 | Arkadios Wealth Advisors | 19,151 | $1.13M | 0.1% | -7.0% | 0.136% | |
1/23/2024 | Foundry Financial Group Inc. | 127,129 | $7.48M | 6.3% | N/A | 0.905% | |
1/22/2024 | Parsons Capital Management Inc. RI | 42,398 | $2.49M | 0.2% | -1.1% | 0.302% | |
1/22/2024 | Mayflower Financial Advisors LLC | 3,412 | $201K | 0.0% | N/A | 0.024% | |
1/19/2024 | ERn Financial LLC | 40,973 | $2.40M | 0.5% | -1.5% | 0.292% | |
1/18/2024 | Chilton Capital Management LLC | 18,943 | $1.11M | 0.1% | -1.4% | 0.135% | |
1/18/2024 | Hill Island Financial LLC | 369,369 | $21.72M | 7.4% | +2.5% | 2.629% | |
1/16/2024 | Sanchez Wealth Management Group | 393,474 | $23.14M | 8.4% | -18.1% | 2.801% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 48,574 | $2.86M | 0.0% | -0.8% | 0.346% | |
1/16/2024 | Raymond James & Associates | 11,290 | $664K | 0.0% | +15.9% | 0.080% | |
1/16/2024 | Cooper Financial Group | 109,008 | $6.41M | 1.2% | +3.6% | 0.776% | |
1/12/2024 | IAM Advisory LLC | 345,800 | $20.34M | 6.4% | -0.9% | 2.461% | |
1/11/2024 | OneAscent Wealth Management LLC | 6,549 | $385K | 0.2% | -37.9% | 0.047% | |
1/11/2024 | Amplius Wealth Advisors LLC | 23,108 | $1.36M | 0.2% | -4.4% | 0.164% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 5,906 | $342K | 0.0% | -6.7% | 0.042% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 73,572 | $3.90M | 0.0% | -3.9% | 0.524% | |
11/14/2023 | Tower Research Capital LLC TRC | 8,629 | $458K | 0.0% | +1,000.6% | 0.061% | |
11/13/2023 | Mariner LLC | 9,038 | $479K | 0.0% | -5.8% | 0.064% | |
11/13/2023 | LPL Financial LLC | 990,755 | $52.53M | 0.0% | +9.6% | 7.052% | |
11/13/2023 | Envestnet Asset Management Inc. | 155,792 | $8.26M | 0.0% | +2.0% | 1.109% | |
11/13/2023 | Kestra Advisory Services LLC | 219,762 | $11.65M | 0.1% | +42.3% | 1.564% | |
11/13/2023 | FCA Corp TX | 33,386 | $1.77M | 0.6% | +9.6% | 0.238% | |
11/9/2023 | UBS Group AG | 328,112 | $17.40M | 0.0% | -1.8% | 2.335% | |
11/8/2023 | Journey Strategic Wealth LLC | 9,974 | $529K | 0.0% | +5.6% | 0.071% | |
11/8/2023 | Avantax Advisory Services Inc. | 177,111 | $9.39M | 0.1% | +11.2% | 1.261% | |
11/7/2023 | James J. Burns & Company LLC | 6,143 | $326K | 0.1% | -24.6% | 0.044% | |
11/7/2023 | Atria Investments Inc | 21,617 | $1.15M | 0.0% | +3.3% | 0.154% | |
11/6/2023 | Schneider Downs Wealth Management Advisors LP | 42,252 | $2.24M | 0.5% | -1.4% | 0.301% | |
11/3/2023 | Private Advisor Group LLC | 53,758 | $2.85M | 0.0% | -0.7% | 0.383% | |
11/2/2023 | Capital Investment Advisory Services LLC | 54,859 | $2.91M | 0.3% | +0.7% | 0.390% | |
11/1/2023 | Orion Portfolio Solutions LLC | 28,452 | $1.51M | 0.0% | -50.0% | 0.203% | |
10/30/2023 | Aspire Wealth Management Corp | 7,318 | $388K | 0.3% | -7.2% | 0.052% | |
10/30/2023 | Win Advisors Inc. | 59,306 | $3.14M | 1.5% | N/A | 0.422% | |
10/27/2023 | Sanchez Wealth Management Group | 480,189 | $25.46M | 10.3% | +1.2% | 3.418% | |
10/26/2023 | Park Avenue Securities LLC | 5,765 | $306K | 0.0% | N/A | 0.041% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 48,962 | $2.60M | 0.0% | -3.3% | 0.348% | |
10/24/2023 | Raymond James & Associates | 9,740 | $516K | 0.0% | -5.0% | 0.069% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 128,805 | $6.83M | 0.0% | -50.6% | 0.917% | |
10/23/2023 | Commonwealth Equity Services LLC | 414,645 | $21.98M | 0.0% | +0.9% | 2.951% | |
10/20/2023 | TNF LLC | 8,629 | $454K | 0.2% | -2.4% | 0.061% | |
10/19/2023 | Grimes & Company Inc. | 1,690,201 | $89.61M | 3.5% | +1.9% | 12.030% | |
10/17/2023 | Amplius Wealth Advisors LLC | 24,176 | $1.28M | 0.2% | -8.2% | 0.172% | |
10/16/2023 | Columbia Advisory Partners LLC | 34,366 | $1.82M | 2.0% | -8.9% | 0.245% | |
10/16/2023 | Hill Island Financial LLC | 360,415 | $19.11M | 7.6% | +0.9% | 2.565% | |
10/13/2023 | Cooper Financial Group | 105,263 | $5.58M | 1.3% | +6.7% | 0.749% | |
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10/13/2023 | OneAscent Wealth Management LLC | 10,552 | $559K | 0.2% | -30.6% | 0.075% | |
10/13/2023 | Institute for Wealth Management LLC. | 15,762 | $836K | 0.2% | +2.4% | 0.112% | |
10/13/2023 | Arkadios Wealth Advisors | 20,603 | $1.09M | 0.1% | -18.3% | 0.147% | |
10/11/2023 | Goodman Advisory Group LLC | 136,818 | $7.25M | 2.7% | -29.5% | 0.974% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 6,332 | $336K | 0.0% | -4.9% | 0.045% | |
10/10/2023 | International Assets Investment Management LLC | 42,266 | $2.24M | 0.2% | N/A | 0.301% | |
10/4/2023 | International Assets Investment Management LLC | 42,266 | $2.24M | 0.2% | N/A | 0.301% | |
8/14/2023 | Perennial Investment Advisors LLC | 20,164 | $1.11M | 0.2% | -20.5% | 0.144% | |
8/11/2023 | Goodman Advisory Group LLC | 193,998 | $10.65M | 3.9% | -22.8% | 1.381% | |
8/11/2023 | Kestra Advisory Services LLC | 154,456 | $8.48M | 0.1% | +9.3% | 1.099% | |