7/26/2024 | Walkner Condon Financial Advisors LLC | 4,197 | $227K | 0.0% | +6.8% | 0.075% | |
7/24/2024 | EdgeRock Capital LLC | 8,945 | $484K | 0.4% | +13.3% | 0.160% | |
7/24/2024 | Slow Capital Inc. | 13,730 | $743K | 0.1% | -2.6% | 0.245% | |
7/24/2024 | &PARTNERS | 20,449 | $1.11M | 0.0% | N/A | 0.365% | |
7/24/2024 | MN Wealth Advisors LLC | 5,989 | $324K | 0.2% | -6.1% | 0.107% | |
7/23/2024 | Precedent Wealth Partners LLC | 17,381 | $940K | 0.4% | -1.4% | 0.310% | |
|
7/23/2024 | Amplius Wealth Advisors LLC | 100,907 | $5.46M | 0.6% | -3.8% | 1.802% | |
7/22/2024 | Focus Financial Network Inc. | 24,269 | $1.35M | 0.1% | +8.4% | 0.433% | |
7/20/2024 | First Horizon Advisors Inc. | 74,069 | $4.01M | 0.1% | +3.7% | 1.323% | |
7/20/2024 | Continuum Advisory LLC | 1,398 | $76K | 0.0% | +92.8% | 0.025% | |
7/19/2024 | Raymond James & Associates | 38,467 | $2.08M | 0.0% | -11.4% | 0.687% | |
7/19/2024 | Barnes Pettey Financial Advisors LLC | 5,212 | $282K | 0.2% | N/A | 0.093% | |
7/17/2024 | Sharkey Howes & Javer | 22,879 | $1.24M | 0.2% | +81.2% | 0.409% | |
7/16/2024 | Cedar Point Capital Partners LLC | 24,082 | $1.30M | 1.0% | -0.8% | 0.430% | |
7/16/2024 | Lodestone Wealth Management LLC | 6,802 | $368K | 0.2% | -5.3% | 0.121% | |
7/16/2024 | RHS Financial LLC | 109,641 | $5.93M | 3.6% | +2.3% | 1.958% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 7,576 | $410K | 0.0% | +15.8% | 0.135% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 3,858 | $209K | 0.0% | -32.5% | 0.069% | |
7/15/2024 | Occidental Asset Management LLC | 23,001 | $1.24M | 0.2% | +5.7% | 0.411% | |
7/15/2024 | Fifth Third Securities Inc. | 7,923 | $428K | 0.0% | N/A | 0.141% | |
7/15/2024 | RFG Advisory LLC | 3,961 | $214K | 0.0% | -32.3% | 0.071% | |
7/12/2024 | Accel Wealth Management | 15,750 | $852K | 0.3% | +3.2% | 0.281% | |
6/4/2024 | Tactive Advisors LLC | 9,057 | $484K | 0.3% | N/A | 0.162% | |
5/16/2024 | Jane Street Group LLC | 95,839 | $5.12M | 0.0% | +286.8% | 1.711% | |
5/15/2024 | Linscomb Wealth Inc. | 165,612 | $8.85M | 0.5% | -2.1% | 2.957% | |
5/14/2024 | Cadence Bank | 6,637 | $355K | 0.0% | -4.1% | 0.119% | |
5/14/2024 | OLD Mission Capital LLC | 60,669 | $3.24M | 0.1% | +127.5% | 1.083% | |
5/14/2024 | CreativeOne Wealth LLC | 10,095 | $540K | 0.0% | -7.2% | 0.180% | |
5/14/2024 | Tiemann Investment Advisors LLC | 35,418 | $1.89M | 0.8% | +7.8% | 0.632% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 1,622 | $87K | 0.0% | -69.7% | 0.029% | |
5/11/2024 | Jacobi Capital Management LLC | 25,402 | $1.36M | 0.1% | N/A | 0.438% | |
5/10/2024 | Nwam LLC | 4,436 | $246K | 0.0% | N/A | 0.076% | |
5/9/2024 | Kingsview Wealth Management LLC | 19,549 | $1.05M | 0.0% | +31.8% | 0.337% | |
5/8/2024 | Avantax Advisory Services Inc. | 136,296 | $7.28M | 0.1% | +8.5% | 2.350% | |
5/7/2024 | 49 Wealth Management LLC | 439,758 | $23.55M | 5.1% | +12.3% | 7.582% | |
5/7/2024 | Wealthspire Advisors LLC | 32,847 | $1.76M | 0.0% | -31.5% | 0.566% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 1,214 | $65K | 0.0% | N/A | 0.021% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 2,820 | $151K | 0.0% | +29.5% | 0.049% | |
4/30/2024 | Private Advisor Group LLC | 21,412 | $1.14M | 0.0% | -8.8% | 0.369% | |
4/30/2024 | Lodestone Wealth Management LLC | 7,184 | $384K | 0.2% | -11.3% | 0.124% | |
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4/29/2024 | Commonwealth Equity Services LLC | 71,653 | $3.83M | 0.0% | +0.4% | 1.235% | |
4/23/2024 | Precedent Wealth Partners LLC | 17,630 | $942K | 0.4% | -4.9% | 0.304% | |
4/22/2024 | Strategic Financial Concepts LLC | 45,884 | $2.45M | 0.6% | +30.8% | 0.791% | |
4/22/2024 | Edge Financial Advisors LLC | 35,093 | $1.88M | 1.7% | N/A | 0.605% | |
4/20/2024 | KWB Wealth | 138,838 | $7.42M | 1.0% | +1.7% | 2.394% | |
4/19/2024 | Teamwork Financial Advisors LLC | 4,551 | $243K | 0.0% | -12.0% | 0.078% | |
4/19/2024 | Accel Wealth Management | 15,255 | $815K | 0.3% | -8.0% | 0.263% | |
4/18/2024 | BKM Wealth Management LLC | 13,116 | $701K | 0.3% | +2.1% | 0.226% | |
4/18/2024 | RHS Financial LLC | 107,179 | $5.73M | 3.3% | +2.0% | 1.848% | |
4/17/2024 | Trilogy Capital Inc. | 11,842 | $633K | 0.0% | -33.9% | 0.204% | |
4/16/2024 | Occidental Asset Management LLC | 21,765 | $1.16M | 0.2% | +3.2% | 0.375% | |
4/15/2024 | Signet Financial Management LLC | 14,001 | $748K | 0.1% | +77.4% | 0.241% | |
4/12/2024 | Global Assets Advisory LLC | 15,263 | $816K | 0.0% | N/A | 0.263% | |
4/11/2024 | RFG Advisory LLC | 5,847 | $312K | 0.0% | N/A | 0.101% | |
2/14/2024 | Visionary Wealth Advisors | 17,610 | $921K | 0.1% | +3.8% | 0.298% | |
2/12/2024 | Avestar Capital LLC | 27,099 | $1.42M | 0.2% | +34.3% | 0.459% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,787 | $878K | 0.0% | N/A | 0.285% | |
2/10/2024 | Linscomb & Williams Inc. | 169,129 | $8.84M | 0.5% | -6.1% | 2.867% | |
2/9/2024 | SAM Advisors LLC | 171,168 | $8.95M | 3.5% | +3.2% | 2.901% | |
2/9/2024 | CreativeOne Wealth LLC | 10,876 | $569K | 0.0% | -9.4% | 0.184% | |
2/9/2024 | Corient Private Wealth LLC | 207,815 | $10.87M | 0.0% | -9.1% | 3.522% | |
2/8/2024 | Kingsview Wealth Management LLC | 14,835 | $776K | 0.0% | +60.3% | 0.251% | |
2/8/2024 | Wade G W & Inc. | 128,646 | $6.73M | 0.2% | +1.0% | 2.180% | |
2/8/2024 | Schiavi & Co LLC | 45,065 | $2.36M | 1.0% | +403.8% | 0.764% | |
2/7/2024 | Avantax Advisory Services Inc. | 125,606 | $6.57M | 0.1% | +12.1% | 2.129% | |
2/7/2024 | Berger Financial Group Inc | 58,047 | $3.04M | 0.3% | -1.0% | 0.984% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,177 | $114K | 0.0% | -40.4% | 0.037% | |
2/7/2024 | Wealthspire Advisors LLC | 47,932 | $2.51M | 0.0% | -5.9% | 0.812% | |
2/6/2024 | EdgeRock Capital LLC | 7,899 | $411K | 0.3% | N/A | 0.134% | |
2/6/2024 | Lincoln National Corp | 6,300 | $329K | 0.0% | +7.7% | 0.107% | |
2/6/2024 | Private Advisor Group LLC | 23,483 | $1.23M | 0.0% | -13.5% | 0.398% | |
2/6/2024 | SYM FINANCIAL Corp | 2,955 | $155K | 0.0% | -11.0% | 0.050% | |
2/6/2024 | SRS Capital Advisors Inc. | 609 | $32K | 0.0% | N/A | 0.010% | |
2/6/2024 | First Horizon Advisors Inc. | 72,376 | $3.79M | 0.1% | -27.2% | 1.227% | |
2/5/2024 | Paradigm Financial Partners LLC | 8,710 | $455K | 0.1% | +17.2% | 0.148% | |
2/3/2024 | Cedar Point Capital Partners LLC | 24,314 | $1.27M | 1.1% | N/A | 0.412% | |
2/2/2024 | Atria Wealth Solutions Inc. | 38,069 | $1.99M | 0.0% | +58.9% | 0.645% | |
1/31/2024 | Slow Capital Inc. | 21,149 | $1.11M | 0.2% | -8.7% | 0.358% | |
1/30/2024 | Signet Financial Management LLC | 7,894 | $413K | 0.1% | +76.6% | 0.134% | |
1/26/2024 | Cerity Partners LLC | 180,678 | $9.45M | 0.0% | -1.6% | 3.062% | |
1/24/2024 | Stratos Wealth Partners LTD. | 4,504 | $236K | 0.0% | -18.4% | 0.076% | |
1/24/2024 | Allworth Financial LP | 24,483 | $1.28M | 0.0% | -4.6% | 0.415% | |
1/24/2024 | Private Trust Co. NA | 787 | $41K | 0.0% | -37.0% | 0.013% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 5,771 | $302K | 0.1% | N/A | 0.098% | |
1/22/2024 | Wolf Group Capital Advisors | 42,050 | $2.12M | 1.0% | +5.9% | 0.713% | |
1/19/2024 | AdvisorNet Financial Inc | 1,046 | $55K | 0.0% | -26.3% | 0.018% | |
1/19/2024 | Sharkey Howes & Javer | 18,173 | $950K | 0.2% | -15.3% | 0.308% | |
1/19/2024 | Teamwork Financial Advisors LLC | 5,171 | $270K | 0.0% | -46.2% | 0.088% | |
1/19/2024 | Occidental Asset Management LLC | 21,098 | $1.10M | 0.2% | +1.1% | 0.358% | |
1/18/2024 | Strategic Financial Concepts LLC | 35,075 | $1.83M | 1.1% | -20.9% | 0.594% | |
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1/18/2024 | Precedent Wealth Partners LLC | 18,547 | $970K | 0.5% | N/A | 0.314% | |
1/18/2024 | Accel Wealth Management | 16,577 | $867K | 0.4% | +16.5% | 0.281% | |
1/18/2024 | RHS Financial LLC | 105,093 | $5.50M | 3.5% | +8.2% | 1.781% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 15,998 | $837K | 0.0% | -9.5% | 0.271% | |
1/16/2024 | Raymond James & Associates | 58,249 | $3.05M | 0.0% | -5.0% | 0.987% | |
1/12/2024 | Empirical Asset Management LLC | 29,914 | $1.56M | 1.3% | -1.6% | 0.507% | |
1/12/2024 | Trilogy Capital Inc. | 17,919 | $937K | 0.1% | N/A | 0.304% | |
1/11/2024 | Amplius Wealth Advisors LLC | 165,866 | $8.67M | 1.0% | -69.2% | 2.811% | |
1/11/2024 | Bond & Devick Financial Network Inc. | 13,264 | $694K | 0.4% | +26.4% | 0.225% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 6,307 | $329K | 0.0% | -3.2% | 0.107% | |