4/25/2024 | IMA Wealth Inc. | 91,624 | $2.08M | 1.0% | -22.6% | 0.310% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 112,802 | $2.56M | 0.0% | -19.1% | 0.381% | |
4/24/2024 | 4Thought Financial Group Inc. | 33,916 | $771K | 0.5% | +18.4% | 0.115% | |
4/23/2024 | IRON Financial LLC | 37,341 | $849K | 0.5% | -15.8% | 0.125% | |
4/23/2024 | Milestone Asset Management LLC | 486,011 | $11.05M | 3.2% | +1,759.7% | 1.625% | |
4/23/2024 | Masso Torrence Wealth Management Inc. | 88,840 | $2.02M | 1.2% | +0.5% | 0.297% | |
|
4/23/2024 | Gradient Investments LLC | 44,009 | $1M | 0.0% | -3.9% | 0.147% | |
4/23/2024 | Stablepoint Partners LLC | 36,568 | $831K | 0.2% | +15.9% | 0.122% | |
4/23/2024 | Rebalance LLC | 102,167 | $2.32M | 0.2% | -2.4% | 0.342% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 403,536 | $9.17M | 0.0% | +7.9% | 1.350% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 73,025 | $1.66M | 0.1% | +1.5% | 0.244% | |
4/19/2024 | Kaye Capital Management | 277,082 | $6.30M | 2.7% | -20.2% | 0.927% | |
4/18/2024 | Mirador Capital Partners LP | 3,560,590 | $80.93M | 15.5% | +5.3% | 11.751% | |
4/18/2024 | Ironwood Financial llc | 368,209 | $8.37M | 1.9% | -17.2% | 1.215% | |
4/17/2024 | River Street Advisors LLC | 106,286 | $2.42M | 1.6% | +2.5% | 0.351% | |
4/17/2024 | Founders Financial Securities LLC | 27,161 | $617K | 0.1% | -31.0% | 0.090% | |
4/15/2024 | Brookstone Capital Management | 39,691 | $902K | 0.0% | +4.6% | 0.131% | |
4/11/2024 | Ballew Advisors Inc | 79,638 | $1.81M | 1.3% | +10.0% | 0.263% | |
4/11/2024 | RFG Advisory LLC | 46,426 | $1.06M | 0.0% | -8.3% | 0.153% | |
4/10/2024 | Park Avenue Securities LLC | 39,205 | $891K | 0.0% | -19.6% | 0.129% | |
4/10/2024 | BCS Wealth Management | 25,788 | $586K | 0.2% | -8.0% | 0.085% | |
4/9/2024 | Collective Family Office LLC | 446,638 | $10.15M | 3.3% | -0.2% | 1.469% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 10,761 | $244K | 0.0% | -35.0% | 0.033% | |
3/14/2024 | Leo Wealth LLC | 55,487 | $1.26M | 0.1% | N/A | 0.169% | |
3/13/2024 | MONECO Advisors LLC | 15,765 | $358K | 0.1% | +12.2% | 0.048% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,164,614 | $26.45M | 0.0% | N/A | 3.551% | |
2/20/2024 | GLOBALT Investments LLC GA | 40,025 | $909K | 0.0% | N/A | 0.122% | |
2/20/2024 | Voisard Asset Management Group Inc. | 15,837 | $360K | 0.2% | N/A | 0.048% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 60,419 | $1.37M | 0.0% | -29.6% | 0.184% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 139,372 | $3.17M | 0.0% | +16.7% | 0.425% | |
2/9/2024 | Wells Fargo & Company MN | 826,793 | $18.78M | 0.0% | +4.0% | 2.521% | |
2/9/2024 | UBS Group AG | 1,642,120 | $37.30M | 0.0% | +27.0% | 5.006% | |
2/8/2024 | Brown Advisory Inc. | 39,118 | $889K | 0.0% | +29.4% | 0.119% | |
2/8/2024 | Verity Asset Management Inc. | 173,794 | $3.95M | 2.5% | N/A | 0.530% | |
2/8/2024 | FCA Corp TX | 94,312 | $2.14M | 0.7% | +0.8% | 0.288% | |
2/8/2024 | Foundations Investment Advisors LLC | 45,890 | $1.04M | 0.0% | +121.0% | 0.140% | |
2/8/2024 | Janney Montgomery Scott LLC | 234,946 | $5.34M | 0.0% | -1.3% | 0.716% | |
2/7/2024 | Avantax Advisory Services Inc. | 45,625 | $1.04M | 0.0% | +2.9% | 0.139% | |
2/7/2024 | AlphaStar Capital Management LLC | 23,303 | $529K | 0.1% | +3.5% | 0.071% | |
2/7/2024 | Principal Securities Inc. | 1,091 | $25K | 0.0% | N/A | 0.003% | |
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2/7/2024 | Patton Albertson Miller Group LLC | 18,640 | $423K | 0.1% | -51.4% | 0.057% | |
2/6/2024 | Evexia Wealth LLC | 52,777 | $1.20M | 0.5% | +123.0% | 0.161% | |
2/6/2024 | Blue Barn Wealth LLC | 138,024 | $3.14M | 1.9% | N/A | 0.421% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 26,844 | $610K | 0.0% | -2.4% | 0.082% | |
2/6/2024 | Private Advisor Group LLC | 315,026 | $7.16M | 0.1% | +17.4% | 0.960% | |
2/6/2024 | TCG Advisory Services LLC | 36,008 | $818K | 0.1% | -34.2% | 0.110% | |
2/6/2024 | Y.D. More Investments Ltd | 1,408 | $32K | 0.0% | N/A | 0.004% | |
2/5/2024 | Oder Investment Management LLC | 184,952 | $4.20M | 4.2% | +1.3% | 0.564% | |
2/5/2024 | MONECO Advisors LLC | 15,765 | $358K | 0.1% | +12.2% | 0.048% | |
2/5/2024 | Kestra Private Wealth Services LLC | 16,934 | $385K | 0.0% | +90.1% | 0.052% | |
2/5/2024 | Transcend Capital Advisors LLC | 10,500 | $239K | 0.0% | -8.7% | 0.032% | |
2/5/2024 | IMA Wealth Inc. | 118,325 | $2.69M | 1.3% | -15.6% | 0.361% | |
2/2/2024 | Delta Investment Management LLC | 48,866 | $1.11M | 0.3% | +205.0% | 0.149% | |
2/2/2024 | Retirement Solution Inc. | 44,993 | $1.02M | 0.3% | -1.7% | 0.137% | |
2/2/2024 | Atria Wealth Solutions Inc. | 38,891 | $883K | 0.0% | +6.3% | 0.119% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 88,371 | $2.01M | 1.4% | -3.1% | 0.269% | |
2/1/2024 | Larson Financial Group LLC | 5,550 | $126K | 0.0% | N/A | 0.017% | |
2/1/2024 | CWM LLC | 408,364 | $9.28M | 0.0% | -34.6% | 1.245% | |
2/1/2024 | Carmel Capital Partners LLC | 8,850 | $201K | 0.1% | +39.4% | 0.027% | |
1/31/2024 | Western Wealth Management LLC | 46,885 | $1.07M | 0.1% | +60.8% | 0.143% | |
1/31/2024 | SFE Investment Counsel | 235,429 | $5.35M | 1.4% | -13.9% | 0.718% | |
1/31/2024 | OLD Second National Bank of Aurora | 267,102 | $6.07M | 1.7% | -1.1% | 0.814% | |
1/31/2024 | Key Financial Inc | 10,640 | $242K | 0.1% | +70.6% | 0.032% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 432,357 | $9.82M | 0.2% | +25.7% | 1.318% | |
1/30/2024 | Avior Wealth Management LLC | 315,455 | $7.17M | 0.4% | +1.5% | 0.962% | |
1/30/2024 | Capital Analysts LLC | 114,843 | $2.61M | 0.1% | +16.6% | 0.350% | |
1/30/2024 | Private Client Services LLC | 80,663 | $1.83M | 1.5% | N/A | 0.246% | |
1/30/2024 | River Street Advisors LLC | 103,742 | $2.36M | 1.9% | +3.8% | 0.316% | |
1/29/2024 | Friedenthal Financial | 8,532 | $194K | 0.1% | N/A | 0.026% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 5,369 | $122K | 0.0% | N/A | 0.016% | |
1/26/2024 | S.E.E.D. Planning Group LLC | 91,565 | $2.08M | 0.8% | -36.9% | 0.277% | |
1/26/2024 | Geneos Wealth Management Inc. | 26,165 | $594K | 0.0% | +17.4% | 0.079% | |
1/26/2024 | WESPAC Advisors LLC | 29,192 | $663K | 0.5% | +13.0% | 0.088% | |
1/26/2024 | Segment Wealth Management LLC | 32,770 | $744K | 0.1% | +34.0% | 0.099% | |
1/25/2024 | RFG Advisory LLC | 50,621 | $1.15M | 0.0% | -6.1% | 0.153% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 24,704 | $561K | 0.0% | N/A | 0.075% | |
1/24/2024 | Private Trust Co. NA | 1,262 | $29K | 0.0% | -44.5% | 0.004% | |
1/23/2024 | Advisory Alpha LLC | 282,918 | $6.43M | 0.3% | +1.4% | 0.855% | |
1/23/2024 | Leavell Investment Management Inc. | 22,015 | $500K | 0.0% | -22.1% | 0.067% | |
1/23/2024 | Camelot Portfolios LLC | 28,964 | $658K | 0.4% | +48.2% | 0.088% | |
1/23/2024 | Milestone Asset Management LLC | 26,134 | $594K | 0.2% | N/A | 0.079% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 195,634 | $4.44M | 1.5% | +2.1% | 0.591% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 86,614 | $1.97M | 0.8% | +1.6% | 0.262% | |
1/19/2024 | IRON Financial LLC | 44,350 | $1.01M | 0.6% | -8.0% | 0.134% | |
1/19/2024 | Mirador Capital Partners LP | 3,382,059 | $76.82M | 16.3% | +35.1% | 10.218% | |
1/18/2024 | Gradient Investments LLC | 45,807 | $1.04M | 0.0% | -9.3% | 0.138% | |
1/18/2024 | Global Retirement Partners LLC | 4,451 | $101K | 0.0% | -22.0% | 0.013% | |
1/18/2024 | Inscription Capital LLC | 12,345 | $280K | 0.1% | N/A | 0.037% | |
1/18/2024 | Ballew Advisors Inc | 72,409 | $1.64M | 1.2% | +34.0% | 0.219% | |
1/17/2024 | Sound Stewardship LLC | 91,231 | $2.07M | 1.4% | -6.2% | 0.276% | |
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1/16/2024 | Raymond James Financial Services Advisors Inc. | 374,056 | $8.50M | 0.0% | +1.7% | 1.130% | |
1/16/2024 | Raymond James & Associates | 125,617 | $2.85M | 0.0% | +190.4% | 0.380% | |
1/16/2024 | Wealthstar Advisors LLC | 18,727 | $425K | 0.1% | +8.5% | 0.057% | |
1/16/2024 | Wealthsource Partners LLC | 138,794 | $3.15M | 0.2% | +16.5% | 0.419% | |
1/12/2024 | Atwood & Palmer Inc. | 5,250 | $119K | 0.0% | -16.7% | 0.016% | |
1/11/2024 | Brookstone Capital Management | 37,944 | $862K | 0.0% | -15.9% | 0.115% | |
1/11/2024 | BCS Wealth Management | 28,029 | $637K | 0.2% | +11.9% | 0.085% | |
1/11/2024 | BKM Wealth Management LLC | 2,355 | $53K | 0.0% | N/A | 0.007% | |
1/11/2024 | BKM Wealth Management LLC | 2,355 | $53K | 0.0% | N/A | 0.007% | |
1/9/2024 | IFP Advisors Inc | 114,535 | $2.60M | 0.1% | +9.3% | 0.347% | |