4/25/2024 | IAG Wealth Partners LLC | 97,928 | $5.62M | 1.2% | +0.8% | 0.147% | |
4/24/2024 | Smith Anglin Financial LLC | 1,228,113 | $70.47M | 7.3% | +3.2% | 1.839% | |
4/23/2024 | Wetzel Investment Advisors Inc. | 807 | $43K | 0.0% | -37.1% | 0.001% | |
4/23/2024 | Global Retirement Partners LLC | 138,768 | $7.96M | 0.3% | -17.0% | 0.208% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,882,064 | $107.99M | 0.2% | -27.9% | 2.818% | |
4/22/2024 | Strategic Financial Concepts LLC | 15,480 | $888K | 0.2% | N/A | 0.023% | |
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4/22/2024 | Parsons Capital Management Inc. RI | 60,782 | $3.49M | 0.2% | -1.6% | 0.091% | |
4/22/2024 | Raymond James & Associates | 239,424 | $13.74M | 0.0% | -1.2% | 0.359% | |
4/18/2024 | Capital Advisors Ltd. LLC | 58,823 | $3.38M | 0.4% | -1.4% | 0.088% | |
4/18/2024 | Choice Wealth Advisors LLC | 195,435 | $11.21M | 6.8% | -1.3% | 0.293% | |
4/17/2024 | D.B. Root & Company LLC | 102,478 | $5.88M | 2.0% | +6.7% | 0.153% | |
4/17/2024 | Trilogy Capital Inc. | 6,100 | $350K | 0.0% | -59.8% | 0.009% | |
4/17/2024 | Vicus Capital | 12,231 | $702K | 0.1% | +21.3% | 0.018% | |
4/17/2024 | Baker Ellis Asset Management LLC | 219,918 | $12.62M | 1.9% | +0.8% | 0.329% | |
4/17/2024 | Grimes & Company Inc. | 78,242 | $4.49M | 0.1% | -1.3% | 0.117% | |
4/16/2024 | Financial Management Professionals Inc. | 739,834 | $42.45M | 6.3% | +3.6% | 1.108% | |
4/16/2024 | Enzi Wealth | 661,224 | $35.81M | 16.8% | -2.3% | 0.990% | |
4/16/2024 | Pinnacle Bancorp Inc. | 1,100 | $63K | 0.0% | N/A | 0.002% | |
4/16/2024 | ERn Financial LLC | 221,010 | $12.68M | 2.2% | +0.4% | 0.331% | |
4/15/2024 | Signet Financial Management LLC | 8,900 | $511K | 0.1% | -16.4% | 0.013% | |
4/15/2024 | WealthCare Investment Partners LLC | 8,804 | $505K | 0.2% | -13.0% | 0.013% | |
4/15/2024 | Flagstar Advisors Inc. | 51,847 | $2.98M | 0.8% | -5.0% | 0.078% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 553,502 | $31.76M | 1.1% | +3.5% | 0.829% | |
4/12/2024 | Global Assets Advisory LLC | 41,639 | $2.39M | 0.0% | N/A | 0.062% | |
4/11/2024 | Cooper Financial Group | 36,230 | $2.08M | 0.3% | +125.9% | 0.054% | |
4/11/2024 | International Assets Investment Management LLC | 21,488 | $1.23M | 0.0% | N/A | 0.032% | |
4/11/2024 | &PARTNERS | 46,115 | $2.64M | 0.4% | N/A | 0.069% | |
4/11/2024 | RFG Advisory LLC | 5,238 | $301K | 0.0% | -10.3% | 0.008% | |
4/10/2024 | Fragasso Group Inc. | 134,095 | $7.69M | 0.7% | -6.9% | 0.201% | |
4/5/2024 | NBC Securities Inc. | 65,789 | $3.77M | 0.4% | +248.7% | 0.102% | |
3/4/2024 | Vima LLC | 17,921 | $944K | 2.1% | N/A | 0.028% | |
2/23/2024 | Chicago Partners Investment Group LLC | 18,866 | $979K | 0.0% | +32.9% | 0.029% | |
2/16/2024 | PCA Investment Advisory Services Inc. | 5,266 | $277K | 0.2% | -8.4% | 0.008% | |
2/15/2024 | Freedom Investment Management Inc. | 71,328 | $3.76M | 0.3% | N/A | 0.111% | |
2/15/2024 | Buckingham Strategic Wealth LLC | 469,816 | $24.74M | 0.3% | -0.5% | 0.731% | |
2/15/2024 | Comerica Bank | 20,530 | $1.08M | 0.0% | +10.2% | 0.032% | |
2/14/2024 | Enzi Wealth | 676,745 | $35.53M | 17.1% | -7.5% | 1.052% | |
2/14/2024 | Waterloo Capital L.P. | 35,143 | $1.85M | 0.3% | N/A | 0.055% | |
2/13/2024 | The Manufacturers Life Insurance Company | 4,047,767 | $213.16M | 0.1% | -4.9% | 6.295% | |
2/13/2024 | Jones Financial Companies Lllp | 2,000 | $105K | 0.0% | +302.4% | 0.003% | |
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2/12/2024 | Bank of Nova Scotia | 31,825 | $1.67M | 0.0% | -1.6% | 0.049% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 34,119 | $1.80M | 0.0% | -1.5% | 0.053% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 9,480 | $499K | 0.0% | N/A | 0.015% | |
2/10/2024 | Linscomb & Williams Inc. | 46,304 | $2.44M | 0.1% | -9.5% | 0.072% | |
2/9/2024 | FMA Wealth Management LLC | 40,816 | $2.15M | 2.0% | N/A | 0.063% | |
2/9/2024 | DORVAL Corp | 40,894 | $2.15M | 1.0% | N/A | 0.064% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 491,411 | $25.88M | 0.1% | +2.2% | 0.764% | |
2/9/2024 | Assetmark Inc. | 6,711 | $353K | 0.0% | +8.7% | 0.010% | |
2/9/2024 | CreativeOne Wealth LLC | 4,185 | $220K | 0.0% | N/A | 0.007% | |
2/9/2024 | D.A. Davidson & CO. | 91,829 | $4.84M | 0.0% | +1.5% | 0.143% | |
2/9/2024 | Wells Fargo & Company MN | 3,765,368 | $198.28M | 0.1% | +1.9% | 5.856% | |
2/9/2024 | Thoroughbred Financial Services LLC | 4,367 | $229K | 0.0% | -14.3% | 0.007% | |
2/9/2024 | Paragon Private Wealth Management LLC | 25,536 | $1.35M | 0.9% | +18.2% | 0.040% | |
2/9/2024 | UBS Group AG | 2,290,563 | $120.62M | 0.0% | +3.9% | 3.562% | |
2/8/2024 | Independent Advisor Alliance | 6,677 | $352K | 0.0% | N/A | 0.010% | |
2/8/2024 | SigFig Wealth Management LLC | 9,066 | $477K | 0.0% | +10.7% | 0.014% | |
2/8/2024 | Advisor OS LLC | 11,156 | $587K | 0.1% | -1.7% | 0.017% | |
2/7/2024 | Avantax Advisory Services Inc. | 560,469 | $29.51M | 0.3% | +4.3% | 0.872% | |
2/7/2024 | Private Portfolio Partners LLC | 9,409 | $495K | 0.1% | -4.9% | 0.015% | |
2/7/2024 | NBC Securities Inc. | 18,867 | $993K | 0.1% | +3.3% | 0.029% | |
2/7/2024 | Principal Securities Inc. | 840 | $44K | 0.0% | N/A | 0.001% | |
2/6/2024 | Lincoln National Corp | 5,956 | $314K | 0.0% | -3.4% | 0.009% | |
2/6/2024 | Private Advisor Group LLC | 1,405,860 | $74.03M | 0.6% | -1.5% | 2.186% | |
2/6/2024 | Spire Wealth Management | 2,538 | $132K | 0.0% | -10.7% | 0.004% | |
2/6/2024 | Bellevue Asset Management LLC | 825 | $43K | 0.0% | -22.5% | 0.001% | |
2/6/2024 | Commonwealth Equity Services LLC | 1,528,971 | $80.52M | 0.1% | +4.0% | 2.378% | |
2/6/2024 | Great Valley Advisor Group Inc. | 35,977 | $1.89M | 0.1% | -66.5% | 0.056% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 10,297 | $542K | 0.7% | -37.7% | 0.016% | |
2/5/2024 | Cozad Asset Management Inc. | 8,810 | $464K | 0.1% | +23.6% | 0.014% | |
2/5/2024 | Kestra Private Wealth Services LLC | 28,209 | $1.49M | 0.0% | +2.3% | 0.044% | |
2/5/2024 | Avaii Wealth Management LLC | 21,129 | $1.11M | 0.7% | +13.2% | 0.033% | |
2/5/2024 | Magnus Financial Group LLC | 24,053 | $1.27M | 0.2% | +2.5% | 0.037% | |
2/2/2024 | Valmark Advisers Inc. | 39,458 | $2.08M | 0.0% | +2.4% | 0.061% | |
2/2/2024 | IAG Wealth Partners LLC | 97,113 | $5.11M | 1.2% | -2.7% | 0.151% | |
2/2/2024 | Truist Financial Corp | 64,604 | $3.40M | 0.0% | -14.0% | 0.100% | |
2/2/2024 | Atria Wealth Solutions Inc. | 90,717 | $4.78M | 0.1% | +19.0% | 0.141% | |
2/2/2024 | Capital Advisors Ltd. LLC | 59,632 | $3.14M | 0.4% | -0.7% | 0.093% | |
2/1/2024 | CWM LLC | 3,041 | $160K | 0.0% | +8.8% | 0.005% | |
2/1/2024 | Vicus Capital | 10,081 | $531K | 0.1% | -11.1% | 0.016% | |
1/31/2024 | Onyx Bridge Wealth Group LLC | 186,518 | $9.82M | 2.0% | -50.3% | 0.290% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,284 | $68K | 0.0% | N/A | 0.002% | |
1/31/2024 | Western Wealth Management LLC | 12,488 | $658K | 0.0% | +39.0% | 0.019% | |
1/31/2024 | Flynn Zito Capital Management LLC | 137,463 | $7.24M | 4.9% | -35.2% | 0.214% | |
1/30/2024 | TNF LLC | 4,051 | $214K | 0.1% | N/A | 0.006% | |
1/30/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,465 | $235K | 0.0% | N/A | 0.007% | |
1/29/2024 | Granite Bay Wealth Management LLC | 3,530,954 | $170.79M | 1.5% | +14.4% | 5.491% | |
1/29/2024 | MRP Capital Investments LLC | 13,137 | $692K | 0.8% | -70.9% | 0.020% | |
1/26/2024 | Priebe Wealth Holdings LLC | 3,983 | $210K | 0.2% | N/A | 0.006% | |
1/26/2024 | Executive Wealth Management LLC | 217,745 | $11.47M | 1.1% | +1.4% | 0.339% | |
1/25/2024 | RFG Advisory LLC | 5,841 | $308K | 0.0% | -4.4% | 0.009% | |
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1/24/2024 | Stratos Wealth Partners LTD. | 205,833 | $10.84M | 0.2% | -2.8% | 0.320% | |
1/24/2024 | Grimes & Company Inc. | 79,307 | $4.18M | 0.1% | -2.6% | 0.123% | |
1/24/2024 | Venture Visionary Partners LLC | 5,932 | $312K | 0.0% | -27.1% | 0.009% | |
1/24/2024 | Allworth Financial LP | 8,642 | $455K | 0.0% | -14.9% | 0.013% | |
1/24/2024 | Sowell Financial Services LLC | 12,277 | $647K | 0.0% | -6.2% | 0.019% | |
1/24/2024 | Arkadios Wealth Advisors | 33,934 | $1.79M | 0.2% | -13.0% | 0.053% | |
1/24/2024 | Private Trust Co. NA | 3,295 | $174K | 0.0% | -10.7% | 0.005% | |
1/23/2024 | Baker Ellis Asset Management LLC | 218,138 | $11.49M | 1.8% | -0.6% | 0.339% | |
1/23/2024 | DAVENPORT & Co LLC | 30,813 | $1.62M | 0.0% | +5.5% | 0.048% | |
1/23/2024 | Coastline Trust Co | 9,795 | $516K | 0.1% | -16.2% | 0.015% | |