5/8/2024 | Avantax Advisory Services Inc. | 18,983 | $943K | 0.0% | +295.7% | 0.408% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 11,553 | $574K | 0.3% | -40.0% | 0.248% | |
4/30/2024 | BlueChip Wealth Advisors LLC | 5,282 | $262K | 0.2% | -9.1% | 0.114% | |
4/18/2024 | Synergy Asset Management LLC | 4,030 | $200K | 0.0% | -37.0% | 0.087% | |
3/15/2024 | BlueChip Wealth Advisors LLC | 5,813 | $270K | 0.2% | N/A | 0.120% | |
2/13/2024 | Envestnet Asset Management Inc. | 1,536,948 | $71.39M | 0.0% | +3.1% | 31.690% | |
|
2/7/2024 | Avantax Advisory Services Inc. | 4,797 | $223K | 0.0% | N/A | 0.099% | |
1/26/2024 | Executive Wealth Management LLC | 25,214 | $1.17M | 0.1% | +3.8% | 0.520% | |
1/19/2024 | Synergy Asset Management LLC | 6,398 | $297K | 0.1% | N/A | 0.132% | |
1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 19,265 | $895K | 0.5% | +185.5% | 0.397% | |
1/11/2024 | Stewardship Advisors LLC | 271,114 | $12.59M | 4.5% | -0.7% | 5.590% | |
11/30/2023 | American Century Companies Inc. | 1,548,888 | $66.44M | 0.1% | -5.5% | 31.936% | |
11/14/2023 | Synovus Financial Corp | 37,540 | $1.61M | 0.0% | -13.1% | 0.774% | |
11/13/2023 | LPL Financial LLC | 200,682 | $8.61M | 0.0% | +6.1% | 4.138% | |
11/13/2023 | Envestnet Asset Management Inc. | 1,491,426 | $63.98M | 0.0% | +4.2% | 30.751% | |
11/7/2023 | Executive Wealth Management LLC | 24,287 | $1.04M | 0.1% | +3.0% | 0.501% | |
11/7/2023 | Atria Investments Inc | 66,793 | $2.87M | 0.1% | +1.1% | 1.377% | |
11/6/2023 | Sigma Planning Corp | 6,875 | $295K | 0.0% | +9.2% | 0.142% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 5,232 | $224K | 0.0% | -36.0% | 0.108% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 19,057 | $818K | 0.0% | +14.1% | 0.393% | |
10/13/2023 | Worth Financial Advisory Group LLC | 5,752 | $247K | 0.2% | +6.4% | 0.119% | |
8/11/2023 | Smith Moore & CO. | 8,252 | $364K | 0.0% | -26.9% | 0.170% | |
8/9/2023 | Flow Traders U.S. LLC | 22,544 | $996K | 0.0% | N/A | 0.465% | |
8/8/2023 | Synovus Financial Corp | 43,180 | $1.91M | 0.0% | +2.6% | 0.890% | |
8/4/2023 | Envestnet Asset Management Inc. | 1,431,423 | $63.22M | 0.0% | -1.9% | 29.514% | |
8/4/2023 | Atria Investments Inc | 66,090 | $2.92M | 0.1% | +1.8% | 1.363% | |
8/2/2023 | Executive Wealth Management LLC | 23,588 | $1.04M | 0.1% | +22.0% | 0.486% | |
8/2/2023 | Sigma Planning Corp | 6,298 | $278K | 0.0% | N/A | 0.130% | |
7/31/2023 | LPL Financial LLC | 189,117 | $8.35M | 0.0% | +12.2% | 3.899% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 8,179 | $361K | 0.0% | -4.2% | 0.167% | |
7/25/2023 | Raymond James & Associates | 6,172 | $273K | 0.0% | -5.4% | 0.126% | |
7/14/2023 | Leicht Financial Planning & Wealth Management Inc. | 6,748 | $298K | 0.2% | -45.8% | 0.138% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 16,695 | $737K | 0.0% | N/A | 0.341% | |
7/10/2023 | Stewardship Advisors LLC | 272,966 | $12.06M | 4.5% | -0.6% | 5.571% | |
5/12/2023 | Executive Wealth Management LLC | 19,337 | $844K | 0.1% | -7.6% | 0.411% | |
5/11/2023 | Synovus Financial Corp | 42,077 | $1.84M | 0.0% | +0.9% | 0.895% | |
5/11/2023 | American Century Companies Inc. | 1,690,101 | $73.74M | 0.1% | -0.7% | 35.960% | |
5/11/2023 | Envestnet Asset Management Inc. | 1,459,292 | $63.67M | 0.0% | +3.8% | 31.049% | |
5/10/2023 | Atria Investments Inc | 64,893 | $2.83M | 0.1% | +12.5% | 1.381% | |
5/10/2023 | LPL Financial LLC | 168,534 | $7.35M | 0.0% | +16.0% | 3.586% | |
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5/5/2023 | Leicht Financial Planning & Wealth Management Inc. | 12,460 | $544K | 0.3% | -42.0% | 0.265% | |
4/20/2023 | Worth Financial Advisory Group LLC | 5,425 | $237K | 0.2% | -82.6% | 0.115% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 8,534 | $372K | 0.0% | +21.2% | 0.182% | |
4/14/2023 | Raymond James & Associates | 6,525 | $285K | 0.0% | -42.0% | 0.139% | |
4/12/2023 | Stewardship Advisors LLC | 274,741 | $11.99M | 4.6% | -62.9% | 5.846% | |
2/13/2023 | Smith Moore & CO. | 21,529 | $858K | 0.1% | -55.9% | 0.458% | |
2/13/2023 | American Century Companies Inc. | 1,702,498 | $67.84M | 0.1% | +5.0% | 36.223% | |
2/9/2023 | Mercer Global Advisors Inc. ADV | 82,808 | $3.30M | 0.0% | N/A | 1.762% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 7,044 | $281K | 0.0% | -66.2% | 0.150% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,140 | $284K | 0.0% | -8.3% | 0.152% | |
2/7/2023 | LPL Financial LLC | 145,270 | $5.79M | 0.0% | -4.7% | 3.091% | |
2/7/2023 | Envestnet Asset Management Inc. | 1,406,505 | $56.05M | 0.0% | +14.0% | 29.926% | |
2/6/2023 | Synovus Financial Corp | 41,705 | $1.66M | 0.0% | +11.2% | 0.887% | |
2/1/2023 | Gladstone Institutional Advisory LLC | 9,400 | $375K | 0.0% | +63.5% | 0.200% | |
1/31/2023 | Atria Investments Inc | 57,662 | $2.30M | 0.0% | +1.7% | 1.227% | |
1/20/2023 | Leicht Financial Planning & Wealth Management Inc. | 21,473 | $856K | 0.6% | N/A | 0.443% | |
1/13/2023 | Stewardship Advisors LLC | 740,840 | $29.52M | 11.9% | +2.3% | 13.978% | |
11/14/2022 | OLD Mission Capital LLC | 58,194 | $2.03M | 0.1% | +38.0% | 1.141% | |
11/14/2022 | Smith Moore & CO. | 48,817 | $1.70M | 0.3% | -4.9% | 0.957% | |
11/10/2022 | Envestnet Asset Management Inc. | 1,233,607 | $42.94M | 0.0% | +12.1% | 24.188% | |
11/3/2022 | ACG Wealth | 87,294 | $3.04M | 0.7% | +12.1% | 1.712% | |
11/1/2022 | Atria Investments LLC | 56,675 | $1.97M | 0.0% | +14.0% | 1.111% | |
10/27/2022 | Synovus Financial Corp | 37,499 | $1.31M | 0.0% | +19.2% | 0.735% | |
10/25/2022 | Raymond James & Associates | 14,938 | $520K | 0.0% | -13.9% | 0.293% | |
10/25/2022 | Raymond James Financial Services Advisors Inc. | 20,850 | $726K | 0.0% | +79.8% | 0.409% | |
10/20/2022 | Gladstone Institutional Advisory LLC | 5,750 | $200K | 0.0% | +6.0% | 0.113% | |
10/13/2022 | Vista Private Wealth Partners. LLC | 81,166 | $2.89M | 1.6% | +7.2% | 1.607% | |
10/12/2022 | PCG Wealth Advisors LLC | 134,498 | $4.69M | 1.7% | +96.9% | 2.663% | |
10/11/2022 | Stewardship Advisors LLC | 724,086 | $25.21M | 10.9% | +3.0% | 14.338% | |
8/13/2022 | Flow Traders U.S. LLC | 30,940 | $1.21M | 0.1% | +31.3% | 0.631% | |
8/12/2022 | LPL Financial LLC | 271,106 | $10.61M | 0.0% | +33.6% | 5.533% | |
8/12/2022 | Smith Moore & CO. | 51,310 | $2.01M | 0.3% | +9.0% | 1.047% | |
8/11/2022 | Atria Investments LLC | 49,733 | $1.95M | 0.0% | +6.3% | 1.015% | |
8/10/2022 | Synovus Financial Corp | 31,466 | $1.23M | 0.0% | -0.8% | 0.642% | |
8/5/2022 | OLD Mission Capital LLC | 42,158 | $1.65M | 0.0% | +579.5% | 0.860% | |
8/4/2022 | Northwestern Mutual Wealth Management Co. | 1,428 | $56K | 0.0% | N/A | 0.029% | |
8/3/2022 | Envestnet Asset Management Inc. | 1,100,919 | $43.08M | 0.0% | +2.3% | 22.468% | |
7/26/2022 | Executive Wealth Management LLC | 19,945 | $780K | 0.1% | -5.5% | 0.407% | |
7/14/2022 | Brio Consultants LLC | 9,802 | $376K | 0.1% | -73.1% | 0.200% | |
7/14/2022 | Brio Consultants LLC | 9,802 | $376K | 0.1% | -73.1% | 0.200% | |
7/13/2022 | Vista Private Wealth Partners. LLC | 75,701 | $2.95M | 1.4% | +4.8% | 1.545% | |
7/13/2022 | ACG Wealth | 77,843 | $3.05M | 0.6% | +1.5% | 1.589% | |
7/13/2022 | PCG Wealth Advisors LLC | 68,311 | $2.67M | 1.9% | -3.3% | 1.394% | |
7/11/2022 | Stewardship Advisors LLC | 702,751 | $27.50M | 11.6% | +23.8% | 14.342% | |
5/12/2022 | Smith Moore & CO. | 47,057 | $2.15M | 0.3% | +15.3% | 0.980% | |
5/4/2022 | Commonwealth Equity Services LLC | 6,803 | $311K | 0.0% | +4.6% | 0.142% | |
5/4/2022 | Legacy CG LLC | 122,282 | $5.60M | 3.6% | +13.5% | 2.548% | |
5/4/2022 | Brio Consultants LLC | 36,473 | $1.67M | 0.4% | -7.1% | 0.760% | |
5/4/2022 | Envestnet Asset Management Inc. | 1,076,229 | $49.26M | 0.0% | +3.5% | 22.421% | |
5/2/2022 | Atria Investments LLC | 46,780 | $2.14M | 0.0% | N/A | 0.975% | |
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5/2/2022 | Arkadios Wealth Advisors | 9,677 | $443K | 0.1% | -33.7% | 0.202% | |
4/22/2022 | PCG Wealth Advisors LLC | 70,664 | $3.23M | 2.1% | +12.2% | 1.472% | |
4/16/2022 | Vista Private Wealth Partners. LLC | 72,204 | $3.33M | 1.3% | +3.5% | 1.504% | |
4/13/2022 | Executive Wealth Management LLC | 21,115 | $966K | 0.1% | +21.0% | 0.440% | |
4/11/2022 | Stewardship Advisors LLC | 567,576 | $25.98M | 9.6% | +68.4% | 11.825% | |
4/7/2022 | ACG Wealth | 76,669 | $3.51M | 0.7% | +1.5% | 1.597% | |
2/15/2022 | Synovus Financial Corp | 26,261 | $1.35M | 0.0% | +54.8% | 0.565% | |
2/14/2022 | LPL Financial LLC | 179,014 | $9.21M | 0.0% | +288.0% | 3.850% | |
2/10/2022 | PCG Wealth Advisors LLC | 63,006 | $3.25M | 2.3% | N/A | 1.355% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 6,880 | $354K | 0.0% | N/A | 0.148% | |