5/4/2024 | Geneos Wealth Management Inc. | 34,749 | $2.55M | 0.1% | +61.1% | 0.203% | |
5/4/2024 | 9258 Wealth Management LLC | 6,610 | $484K | 0.1% | -5.7% | 0.039% | |
5/2/2024 | Almanack Investment Partners LLC. | 40,120 | $2.94M | 0.5% | N/A | 0.235% | |
5/1/2024 | BOK Financial Private Wealth Inc. | 4,435 | $327K | 0.0% | -4.3% | 0.026% | |
5/1/2024 | Avior Wealth Management LLC | 108,667 | $7.96M | 0.4% | -35.6% | 0.635% | |
5/1/2024 | Retirement Group LLC | 20,300 | $1.49M | 0.5% | +3.5% | 0.119% | |
|
5/1/2024 | Diversify Advisory Services LLC | 9,004 | $658K | 0.0% | N/A | 0.053% | |
4/30/2024 | Private Advisor Group LLC | 77,824 | $5.70M | 0.0% | +17.7% | 0.455% | |
4/30/2024 | J.W. Cole Advisors Inc. | 15,956 | $1.17M | 0.1% | -1.8% | 0.093% | |
4/29/2024 | Commonwealth Equity Services LLC | 585,062 | $42.87M | 0.1% | -21.5% | 3.421% | |
4/26/2024 | MONECO Advisors LLC | 156,929 | $11.50M | 1.9% | +75.4% | 0.915% | |
4/26/2024 | Meridian Wealth Management LLC | 8,371 | $613K | 0.1% | +143.6% | 0.049% | |
4/24/2024 | Smith Anglin Financial LLC | 881,415 | $64.58M | 6.7% | +2.7% | 5.139% | |
4/24/2024 | Essex Financial Services Inc. | 12,370 | $906K | 0.1% | +38.4% | 0.072% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 5,495 | $403K | 0.0% | -3.8% | 0.032% | |
4/23/2024 | OxenFree Capital LLC | 10,543 | $772K | 0.7% | +2.8% | 0.061% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 184,613 | $13.53M | 0.0% | -17.9% | 1.076% | |
4/22/2024 | Parsons Capital Management Inc. RI | 3,127 | $229K | 0.0% | -11.0% | 0.018% | |
4/22/2024 | Raymond James & Associates | 618,564 | $45.32M | 0.0% | +7.9% | 3.607% | |
4/22/2024 | Accordant Advisory Group Inc | 98,296 | $7.20M | 5.4% | N/A | 0.573% | |
4/22/2024 | Edge Financial Advisors LLC | 10,850 | $804K | 0.7% | N/A | 0.063% | |
4/20/2024 | Kesler Norman & Wride LLC | 88,807 | $6.51M | 1.4% | +5.8% | 0.518% | |
4/18/2024 | Verum Partners LLC | 7,527 | $552K | 0.2% | N/A | 0.044% | |
4/18/2024 | Diversified Trust Co | 5,000 | $366K | 0.0% | N/A | 0.029% | |
4/18/2024 | Compass Ion Advisors LLC | 33,225 | $2.43M | 0.3% | +0.5% | 0.194% | |
4/18/2024 | Breakwater Capital Group | 100,970 | $7.40M | 1.9% | +7.1% | 0.589% | |
4/17/2024 | Founders Financial Securities LLC | 7,411 | $543K | 0.1% | +29.1% | 0.043% | |
4/16/2024 | Ameliora Wealth Management Ltd. | 54,104 | $3.96M | 1.8% | -2.9% | 0.315% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 29,648 | $2.17M | 0.0% | +27.7% | 0.173% | |
4/15/2024 | Revolve Wealth Partners LLC | 269,955 | $19.78M | 3.4% | +3.2% | 1.574% | |
4/15/2024 | RFG Holdings Inc. | 188,284 | $13.80M | 5.8% | -22.2% | 1.098% | |
4/15/2024 | Brookstone Capital Management | 60,545 | $4.44M | 0.1% | +5.4% | 0.353% | |
4/12/2024 | Fermata Advisors LLC | 136,889 | $10.03M | 2.3% | +3.1% | 1.074% | |
4/12/2024 | Southland Equity Partners LLC | 10,990 | $805K | 0.2% | +7.2% | 0.086% | |
4/11/2024 | International Assets Investment Management LLC | 2,866 | $210K | 0.0% | -85.7% | 0.022% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 4,885 | $330K | 0.0% | -3.6% | 0.038% | |
3/13/2024 | MONECO Advisors LLC | 89,448 | $6.04M | 1.1% | +20.1% | 0.702% | |
3/8/2024 | ICA Group Wealth Management LLC | 8,614 | $582K | 0.1% | +54.4% | 0.068% | |
3/1/2024 | Creekmur Asset Management LLC | 3,277 | $221K | 0.1% | N/A | 0.026% | |
2/26/2024 | Integrated Advisors Network LLC | 83,538 | $5.65M | 0.3% | -46.8% | 0.655% | |
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2/22/2024 | Napa Wealth Management | 14,540 | $982K | 0.5% | N/A | 0.114% | |
2/16/2024 | Aspect Partners LLC | 16,211 | $1.10M | 0.7% | N/A | 0.127% | |
2/14/2024 | MGO One Seven LLC | 45,822 | $3.10M | 0.2% | +12.8% | 0.359% | |
2/13/2024 | Oppenheimer & Co. Inc. | 23,993 | $1.62M | 0.0% | +39.2% | 0.188% | |
2/13/2024 | 360 Financial Inc. | 183,656 | $12.41M | 5.5% | +15.6% | 1.440% | |
2/13/2024 | Belpointe Asset Management LLC | 3,065 | $207K | 0.0% | N/A | 0.024% | |
2/13/2024 | Laurel Wealth Advisors LLC | 19,000 | $1.28M | 0.2% | +14.4% | 0.149% | |
2/13/2024 | TFG Advisers LLC | 10,480 | $708K | 0.3% | +12.7% | 0.082% | |
2/12/2024 | Focus Financial Network Inc. ADV | 4,168 | $282K | 0.0% | N/A | 0.033% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 29,730 | $2.01M | 0.0% | +39.6% | 0.233% | |
2/12/2024 | Parallel Advisors LLC | 6,195 | $419K | 0.0% | +32.5% | 0.049% | |
2/12/2024 | Evermay Wealth Management LLC | 700 | $47K | 0.0% | N/A | 0.005% | |
2/9/2024 | InterOcean Capital Group LLC | 140,363 | $9.48M | 0.3% | +36.6% | 1.101% | |
2/9/2024 | Certified Advisory Corp | 67,385 | $4.55M | 0.7% | +0.3% | 0.529% | |
2/9/2024 | Assetmark Inc. | 1,920 | $130K | 0.0% | N/A | 0.015% | |
2/9/2024 | D.A. Davidson & CO. | 6,230 | $421K | 0.0% | N/A | 0.049% | |
2/9/2024 | Thoroughbred Financial Services LLC | 51,779 | $3.50M | 0.3% | +8.6% | 0.406% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 69,305 | $4.68M | 0.3% | -1.7% | 0.544% | |
2/9/2024 | UBS Group AG | 315,779 | $21.34M | 0.0% | +32.0% | 2.477% | |
2/8/2024 | Kingsview Wealth Management LLC | 3,499 | $236K | 0.0% | -31.1% | 0.027% | |
2/8/2024 | Meridian Wealth Management LLC | 3,436 | $232K | 0.0% | N/A | 0.027% | |
2/8/2024 | Eudaimonia Partners LLC | 23,575 | $1.59M | 0.4% | +4.0% | 0.185% | |
2/6/2024 | Apollon Wealth Management LLC | 18,035 | $1.22M | 0.0% | +198.7% | 0.141% | |
2/6/2024 | Lincoln National Corp | 11,452 | $774K | 0.0% | -20.1% | 0.090% | |
2/6/2024 | Private Advisor Group LLC | 66,147 | $4.47M | 0.0% | +35.3% | 0.519% | |
2/6/2024 | Sheets Smith Wealth Management | 39,829 | $2.69M | 0.3% | +1.3% | 0.312% | |
2/6/2024 | 9258 Wealth Management LLC | 7,010 | $474K | 0.1% | -14.6% | 0.055% | |
2/6/2024 | Commonwealth Equity Services LLC | 745,729 | $50.39M | 0.1% | -7.3% | 5.849% | |
2/6/2024 | Essex Financial Services Inc. | 8,940 | $604K | 0.1% | N/A | 0.070% | |
2/5/2024 | MONECO Advisors LLC | 89,573 | $6.05M | 1.2% | +20.3% | 0.703% | |
2/2/2024 | Truist Financial Corp | 31,954 | $2.16M | 0.0% | +3.6% | 0.251% | |
2/1/2024 | Parkside Financial Bank & Trust | 1,000 | $68K | 0.0% | N/A | 0.008% | |
2/1/2024 | CWM LLC | 76,088 | $5.14M | 0.0% | +34.0% | 0.597% | |
1/31/2024 | J.W. Cole Advisors Inc. | 16,256 | $1.10M | 0.1% | +7.5% | 0.127% | |
1/31/2024 | Opus Capital Group LLC | 197,635 | $13.35M | 2.2% | +2.9% | 1.550% | |
1/30/2024 | Avior Wealth Management LLC | 168,639 | $11.40M | 0.7% | -2.9% | 1.323% | |
1/30/2024 | RFG Holdings Inc. | 241,972 | $16.35M | 8.3% | -5.3% | 1.898% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 3,203 | $216K | 0.1% | N/A | 0.025% | |
1/29/2024 | Koshinski Asset Management Inc. | 4,396 | $297K | 0.0% | N/A | 0.034% | |
1/25/2024 | RFG Advisory LLC | 18,189 | $1.23M | 0.0% | -1.0% | 0.143% | |
1/25/2024 | International Assets Investment Management LLC | 20,001 | $13.51M | 0.0% | N/A | 0.157% | |
1/25/2024 | Manchester Financial Inc. | 330,096 | $22.31M | 6.2% | -0.6% | 2.589% | |
1/24/2024 | CENTRAL TRUST Co | 750 | $51K | 0.0% | N/A | 0.006% | |
1/24/2024 | International Assets Investment Management LLC | 20,001 | $13.51M | 0.0% | N/A | 0.157% | |
1/24/2024 | Compass Ion Advisors LLC | 33,066 | $2.23M | 0.3% | -19.6% | 0.259% | |
1/24/2024 | Breakwater Capital Group | 94,279 | $6.34M | 1.8% | +6.0% | 0.739% | |
1/23/2024 | Beacon Financial Advisory LLC | 4,167 | $282K | 0.1% | +4.4% | 0.033% | |
1/23/2024 | Physician Wealth Advisors Inc. | 5,354 | $360K | 0.1% | +22.9% | 0.042% | |
1/19/2024 | Fermata Advisors LLC | 132,764 | $8.97M | 2.1% | +19.6% | 1.041% | |
1/19/2024 | Sharkey Howes & Javer | 7,256 | $490K | 0.1% | -35.9% | 0.057% | |
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1/17/2024 | Smith Anglin Financial LLC | 858,107 | $57.98M | 6.7% | +110.5% | 6.730% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 224,955 | $15.20M | 0.0% | +6.6% | 1.764% | |
1/16/2024 | Raymond James & Associates | 573,452 | $38.75M | 0.0% | +3.7% | 4.498% | |
1/16/2024 | Hubbell Strickland Wealth Management LLC | 3,089 | $209K | 0.1% | N/A | 0.024% | |
1/12/2024 | Mutual Advisors LLC | 11,661 | $788K | 0.0% | +13.3% | 0.091% | |
1/12/2024 | Comprehensive Wealth Management LLC | 7,149 | $483K | 0.4% | -6.2% | 0.056% | |
1/12/2024 | Revolve Wealth Partners LLC | 261,613 | $17.68M | 3.4% | +6.0% | 2.052% | |
1/11/2024 | Brookstone Capital Management | 57,461 | $3.88M | 0.1% | +2.6% | 0.451% | |
1/11/2024 | Ausdal Financial Partners Inc. | 6,022 | $407K | 0.1% | +55.1% | 0.047% | |
1/11/2024 | Kesler Norman & Wride LLC | 83,940 | $5.67M | 1.3% | +47.7% | 0.658% | |