1/20/2021 | Kestra Advisory Services LLC | 13,938 | $0.50M | 0.0% | +19.3% | 0.018% | |
1/20/2021 | Richard P Slaughter Associates Inc | 472,857 | $16.86M | 7.1% | +1.7% | 0.627% | |
1/20/2021 | Park Avenue Securities LLC | 33,933 | $1.21M | 0.0% | N/A | 0.045% | |
1/20/2021 | Vista Private Wealth Partners. LLC | 49,712 | $1.79M | 0.9% | N/A | 0.066% | |
1/19/2021 | Allen Capital Group LLC | 372,886 | $13.30M | 3.2% | +90.5% | 0.497% | |
1/19/2021 | Stewardship Advisors LLC | 106,473 | $3.80M | 1.5% | -56.8% | 0.142% | |
1/19/2021 | MBE Wealth Management LLC | 6,194 | $0.22M | 0.1% | N/A | 0.008% | |
1/19/2021 | Caliber Wealth Management LLC | 82,442 | $2.94M | 2.9% | N/A | 0.110% | |
1/15/2021 | Patriot Financial Group Insurance Agency LLC | 30,149 | $1.08M | 0.3% | +1.1% | 0.041% | |
1/14/2021 | Cliftonlarsonallen Wealth Advisors LLC | 1,370,186 | $48.86M | 2.4% | +21.8% | 1.844% | |
|
1/14/2021 | Professional Financial Advisors LLC | 3,230 | $0.12M | 0.1% | +101.2% | 0.004% | |
1/13/2021 | Sowell Financial Services LLC | 60,514 | $2.16M | 0.1% | +1.6% | 0.081% | |
1/11/2021 | LVM Capital Management Ltd. MI | 19,505 | $0.70M | 0.1% | +6.0% | 0.026% | |
12/29/2020 | Wealth Advisory Solutions LLC | 99,645 | $3.12M | 0.8% | -3.2% | 0.135% | |
12/10/2020 | Mercer Global Advisors Inc. ADV | 4,042,321 | $126.65M | 1.9% | +7.5% | 5.477% | |
12/3/2020 | Brinker Capital Investments LLC | 12,709 | $0.40M | 0.0% | -12.0% | 0.017% | |
11/25/2020 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,229 | $0.35M | 0.2% | +36.5% | 0.015% | |
11/20/2020 | Kathmere Capital Management LLC | 372,148 | $11.66M | 2.0% | +18.4% | 0.504% | |
11/17/2020 | Jane Street Group LLC | 141,283 | $4.43M | 0.0% | +142.3% | 0.206% | |
11/17/2020 | Sunbelt Securities Inc. | 19,390 | $0.61M | 0.2% | N/A | 0.028% | |
11/16/2020 | Financial Advisory Service Inc. | 4,000 | $0.13M | 0.0% | N/A | 0.006% | |
11/13/2020 | Equitable Holdings Inc. | 20,962 | $0.66M | 0.0% | N/A | 0.031% | |
11/13/2020 | Morgan Stanley | 831,213 | $26.04M | 0.0% | +204.8% | 1.210% | |
11/13/2020 | Baron Financial Group LLC | 48,255 | $1.51M | 1.4% | N/A | 0.070% | |
11/13/2020 | First Allied Advisory Services Inc. | 6,395 | $0.20M | 0.0% | -29.9% | 0.009% | |
11/13/2020 | MML Investors Services LLC | 235,394 | $7.38M | 0.1% | +76.7% | 0.343% | |
11/13/2020 | Cetera Advisor Networks LLC | 150,673 | $4.72M | 0.1% | -0.4% | 0.219% | |
11/13/2020 | Professional Financial Advisors LLC | 1,605 | $49K | 0.0% | N/A | 0.002% | |
11/12/2020 | Capital Analysts LLC | 22,702 | $0.71M | 0.1% | +2,675.3% | 0.033% | |
11/12/2020 | Kestra Advisory Services LLC | 11,686 | $0.37M | 0.0% | N/A | 0.017% | |
11/12/2020 | Relative Value Partners Group LLC | 8,774 | $0.28M | 0.0% | +12.9% | 0.013% | |
11/12/2020 | TFC Financial Management | 18,570 | $0.58M | 0.3% | N/A | 0.027% | |
11/10/2020 | United Services Automobile Association | 868,904 | $27.19M | 0.5% | +101.8% | 1.274% | |
11/10/2020 | River & Mercantile LLC | 46,902 | $1.47M | 0.6% | N/A | 0.069% | |
11/9/2020 | Fifth Third Bancorp | 438,724 | $13.75M | 0.1% | +2.0% | 0.643% | |
11/9/2020 | Pasadena Private Wealth LLC | 15,465 | $0.49M | 0.2% | -35.5% | 0.023% | |
11/9/2020 | Victory Capital Management Inc. | 2,576,937 | $80.74M | 0.1% | +477.7% | 3.779% | |
11/9/2020 | LPL Financial LLC | 195,427 | $6.12M | 0.0% | +138.0% | 0.287% | |
11/6/2020 | BlackRock Inc. | 427,098 | $13.38M | 0.0% | -50.8% | 0.626% | |
11/6/2020 | Chicago Partners Investment Group LLC | 67,940 | $2.14M | 0.3% | N/A | 0.100% | |
11/6/2020 | BFT Financial Group LLC | 294,579 | $8.66M | 3.6% | N/A | 0.432% | |
11/6/2020 | Janney Montgomery Scott LLC | 207,851 | $6.51M | 0.0% | +0.9% | 0.305% | |
11/5/2020 | Tobias Financial Advisors Inc. | 289,870 | $9.08M | 5.0% | +4.8% | 0.425% | |
11/5/2020 | Commonwealth Equity Services LLC | 258,211 | $8.09M | 0.0% | +3.9% | 0.379% | |
11/5/2020 | Empire Life Investments Inc. | 41,851 | $1.31M | 0.1% | -29.6% | 0.062% | |
11/4/2020 | USAdvisors Wealth Management LLC | 51,742 | $1.62M | 0.3% | +2.5% | 0.076% | |
11/4/2020 | Barber Financial Group Inc. | 18,907 | $0.59M | 0.1% | -30.8% | 0.028% | |
11/4/2020 | Raymond James Financial Services Advisors Inc. | 49,753 | $1.56M | 0.0% | -6.0% | 0.073% | |
11/4/2020 | Raymond James & Associates | 152,303 | $4.77M | 0.0% | -0.5% | 0.225% | |
11/4/2020 | Abundance Wealth Counselors | 687,232 | $21.53M | 6.2% | +1.7% | 1.014% | |
11/3/2020 | Shine Investment Advisory Services Inc. | 26,031 | $0.82M | 0.3% | -62.6% | 0.038% | |
11/3/2020 | Patton Albertson Miller Group LLC | 9,100 | $0.29M | 0.1% | -91.7% | 0.013% | |
11/3/2020 | Venturi Wealth Management LLC | 116,907 | $3.66M | 0.4% | -38.6% | 0.172% | |
11/2/2020 | Ackerman Capital Advisors LLC | 411,643 | $12.90M | 3.6% | -0.5% | 0.607% | |
11/2/2020 | D.A. Davidson & CO. | 56,210 | $1.76M | 0.0% | +12.7% | 0.083% | |
11/2/2020 | EPG Wealth Management LLC | 97,287 | $3.05M | 2.3% | +11.8% | 0.145% | |
10/30/2020 | Armbruster Capital Management Inc. | 301,608 | $9.45M | 3.6% | +0.8% | 0.448% | |
10/30/2020 | Steward Partners Investment Advisory LLC | 72,403 | $2.27M | 0.1% | +121.5% | 0.108% | |
10/29/2020 | Northeast Financial Consultants Inc | 32,185 | $1.01M | 0.1% | +1.4% | 0.048% | |
10/29/2020 | Smart Money Group LLC | 66,037 | $2.07M | 0.9% | N/A | 0.098% | |
10/29/2020 | Insight Wealth Strategies LLC | 558,778 | $17.51M | 3.2% | +25.0% | 0.830% | |
10/27/2020 | Adams Chetwood Wealth Management LLC | 132,665 | $4.16M | 4.0% | +1.0% | 0.197% | |
10/27/2020 | Princeton Global Asset Management LLC | 13,752 | $0.43M | 0.2% | +3.9% | 0.020% | |
10/26/2020 | Colonial Trust Advisors | 95,241 | $2.98M | 0.5% | +15.6% | 0.142% | |
10/26/2020 | Fifth Third Securities Inc. | 98,630 | $3.09M | 1.7% | +25.5% | 0.147% | |
10/26/2020 | Vista Wealth Management Group LLC | 33,007 | $1.03M | 0.8% | N/A | 0.049% | |
10/26/2020 | Foster Victor Wealth Advisors LLC | 21,482 | $0.67M | 0.2% | -24.5% | 0.032% | |
10/26/2020 | Merriman Wealth Management LLC | 8,310 | $0.26M | 0.0% | N/A | 0.012% | |
10/26/2020 | Syntal Capital Partners LLC | 192,086 | $6.02M | 2.7% | +0.6% | 0.285% | |
10/23/2020 | Deltec Asset Management LLC | 97,855 | $3.07M | 0.5% | N/A | 0.145% | |
10/21/2020 | Strategic Wealth Management Group LLC | 178,070 | $5.58M | 2.7% | N/A | 0.267% | |
10/21/2020 | Evensky & Katz LLC | 533,280 | $16.71M | 2.3% | -0.7% | 0.800% | |
10/21/2020 | Crumly & Associates Inc. | 165,473 | $5.18M | 4.4% | -2.4% | 0.248% | |
10/21/2020 | Patriot Financial Group Insurance Agency LLC | 29,822 | $0.93M | 0.3% | +8.0% | 0.045% | |
10/21/2020 | Tillar Wenstrup Advisors LLC | 16,084 | $0.50M | 0.3% | -2.7% | 0.024% | |
10/20/2020 | Allen Capital Group LLC | 195,737 | $6.33M | 1.6% | N/A | 0.298% | |
10/19/2020 | Well Done LLC | 103,418 | $3.24M | 0.9% | -30.1% | 0.157% | |
10/19/2020 | CWM LLC | 79,853 | $2.50M | 0.0% | +27,723.3% | 0.122% | |
10/16/2020 | Stewardship Advisors LLC | 246,573 | $7.86M | 3.9% | +51.6% | 0.375% | |
10/15/2020 | Retirement Planning Group | 898,455 | $28.15M | 4.6% | +58.6% | 1.374% | |
10/14/2020 | Epstein & White Financial LLC | 470,088 | $14.72M | 5.3% | +26.8% | 0.719% | |
10/14/2020 | Avantax Advisory Services Inc. | 34,574 | $1.08M | 0.0% | +87.8% | 0.053% | |
10/13/2020 | Cliftonlarsonallen Wealth Advisors LLC | 1,125,405 | $35.26M | 2.0% | +15.0% | 1.731% | |
10/13/2020 | Richard P Slaughter Associates Inc | 464,986 | $14.57M | 6.7% | -13.7% | 0.715% | |
10/6/2020 | Bogart Wealth LLC | 1,419 | $44K | 0.0% | -99.6% | 0.002% | |
10/5/2020 | LVM Capital Management Ltd. MI | 18,405 | $0.58M | 0.1% | +70.5% | 0.029% | |
8/19/2020 | Orion Portfolio Solutions LLC | 1,102 | $32K | 0.0% | -26.3% | 0.002% | |
8/14/2020 | Flow Traders U.S. LLC | 35,877 | $1.06M | 0.1% | N/A | 0.065% | |
8/12/2020 | Bank of New York Mellon Corp | 2,193,654 | $64.52M | 0.0% | +46.5% | 3.981% | |
8/11/2020 | Princeton Global Asset Management LLC | 13,242 | $0.39M | 0.1% | N/A | 0.024% | |
8/10/2020 | Colonial Trust Advisors | 82,397 | $2.42M | 0.4% | +11.4% | 0.150% | |
8/6/2020 | Steward Partners Investment Advisory LLC | 32,694 | $0.96M | 0.0% | +6.9% | 0.059% | |
8/5/2020 | Evensky & Katz LLC | 537,076 | $15.80M | 2.3% | +0.8% | 0.984% | |
8/3/2020 | Empire Life Investments Inc. | 59,451 | $1.75M | 0.2% | +54.2% | 0.112% | |
7/23/2020 | Janney Montgomery Scott LLC | 206,036 | $6.06M | 0.0% | +60.9% | 0.387% | |
7/20/2020 | Fifth Third Securities Inc. | 78,562 | $2.31M | 1.3% | +2.2% | 0.149% | |
7/20/2020 | Well Done LLC | 147,963 | $4.35M | 1.2% | -11.4% | 0.280% | |
7/20/2020 | Valeo Financial Advisors LLC | 924 | $27K | 0.0% | N/A | 0.002% | |
7/13/2020 | LVM Capital Management Ltd. MI | 10,795 | $0.32M | 0.1% | N/A | 0.021% | |
7/10/2020 | Patriot Financial Group Insurance Agency LLC | 27,608 | $0.81M | 0.3% | +60.6% | 0.053% | |