5/8/2024 | Avantax Advisory Services Inc. | 1,430 | $208K | 0.0% | -19.3% | 0.016% | |
5/7/2024 | Sfmg LLC | 501,860 | $73.09M | 6.3% | +1.1% | 5.639% | |
5/4/2024 | Geneos Wealth Management Inc. | 29,626 | $4.31M | 0.2% | -8.2% | 0.333% | |
5/2/2024 | Graypoint LLC | 1,984 | $289K | 0.0% | -20.6% | 0.022% | |
5/2/2024 | Vantage Financial Partners LLC | 2,996 | $436K | 0.1% | +19.4% | 0.034% | |
5/1/2024 | Janney Montgomery Scott LLC | 16,228 | $2.36M | 0.0% | -2.3% | 0.182% | |
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5/1/2024 | Sequoia Financial Advisors LLC | 1,460 | $213K | 0.0% | -22.5% | 0.016% | |
4/30/2024 | Private Advisor Group LLC | 317,958 | $46.30M | 0.3% | +1,200.1% | 3.573% | |
4/30/2024 | Garrett Wealth Advisory Group LLC | 152,956 | $22.28M | 9.1% | +0.4% | 1.719% | |
4/29/2024 | Commonwealth Equity Services LLC | 30,062 | $4.38M | 0.0% | -20.5% | 0.338% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,513 | $220K | 0.0% | N/A | 0.017% | |
4/25/2024 | Long Run Wealth Advisors LLC | 1,500 | $218K | 0.1% | N/A | 0.017% | |
4/24/2024 | Smith Anglin Financial LLC | 1,412 | $206K | 0.0% | N/A | 0.016% | |
4/23/2024 | McAdam LLC | 13,877 | $2.02M | 0.1% | -4.4% | 0.156% | |
4/23/2024 | Strategic Blueprint LLC | 74,086 | $10.79M | 0.8% | +4.6% | 0.832% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 37,169 | $5.41M | 0.0% | +23.8% | 0.418% | |
4/22/2024 | Parsons Capital Management Inc. RI | 23,604 | $3.44M | 0.2% | +5.5% | 0.265% | |
4/22/2024 | Raymond James & Associates | 72,121 | $10.50M | 0.0% | -4.9% | 0.810% | |
4/18/2024 | Integrity Wealth Solutions LLC | 33,258 | $4.84M | 3.2% | -9.0% | 0.374% | |
4/18/2024 | Fifth Third Securities Inc. | 11,489 | $1.67M | 0.2% | -2.8% | 0.129% | |
4/17/2024 | Vicus Capital | 5,108 | $744K | 0.1% | +11.3% | 0.057% | |
4/17/2024 | Criterion Capital Advisors LLC | 4,568 | $665K | 0.4% | +2.2% | 0.051% | |
4/16/2024 | Hengehold Capital Management LLC | 6,623 | $964K | 0.1% | -13.9% | 0.074% | |
4/16/2024 | Bouvel Investment Partners LLC | 36,649 | $5.34M | 2.3% | N/A | 0.412% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 2,369 | $345K | 0.0% | -57.9% | 0.027% | |
4/15/2024 | Hobart Private Capital LLC | 3,180 | $463K | 0.1% | -92.2% | 0.036% | |
4/12/2024 | Harbor Investment Advisory LLC | 4,115 | $599K | 0.1% | +5.1% | 0.046% | |
4/12/2024 | Lbmc Investment Advisors LLC | 13,464 | $1.96M | 0.2% | +37.6% | 0.151% | |
4/11/2024 | Royal Fund Management LLC | 40,784 | $5.94M | 0.6% | -6.1% | 0.509% | |
4/2/2024 | Marotta Asset Management | 59,783 | $8.71M | 1.8% | -1.0% | 0.746% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 1,708 | $226K | 0.0% | -21.3% | 0.021% | |
2/27/2024 | ARQ Wealth Advisors LLC | 3,660 | $484K | 0.3% | +33.7% | 0.046% | |
2/14/2024 | Vista Investment Management | 35,520 | $4.69M | 2.2% | +1.2% | 0.443% | |
2/14/2024 | Connectus Wealth LLC | 13,604 | $1.80M | 0.0% | -7.2% | 0.170% | |
2/14/2024 | Waterloo Capital L.P. | 3,722 | $492K | 0.1% | N/A | 0.046% | |
2/12/2024 | Goldstein Advisors LLC | 11,488 | $1.52M | 0.3% | -2.0% | 0.143% | |
2/12/2024 | Focus Financial Network Inc. ADV | 1,926 | $254K | 0.0% | N/A | 0.024% | |
2/9/2024 | 1620 Investment Advisors Inc. | 5,294 | $699K | 0.7% | -2.5% | 0.066% | |
2/9/2024 | CreativeOne Wealth LLC | 100,972 | $13.34M | 0.9% | -5.0% | 1.261% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 5,269 | $696K | 0.0% | -26.2% | 0.066% | |
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2/8/2024 | Level Four Advisory Services LLC | 13,712 | $1.81M | 0.1% | -7.3% | 0.171% | |
2/8/2024 | American National Bank | 266 | $35K | 0.0% | N/A | 0.003% | |
2/8/2024 | Integrity Wealth Solutions LLC | 36,532 | $4.83M | 3.3% | N/A | 0.456% | |
2/8/2024 | Janney Montgomery Scott LLC | 16,612 | $2.20M | 0.0% | N/A | 0.207% | |
2/7/2024 | Avantax Advisory Services Inc. | 1,771 | $234K | 0.0% | N/A | 0.022% | |
2/7/2024 | Theory Financial LLC | 29,838 | $3.94M | 2.1% | +2.6% | 0.373% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 6,491 | $858K | 0.0% | -4.0% | 0.081% | |
2/7/2024 | NBC Securities Inc. | 3,687 | $487K | 0.0% | N/A | 0.046% | |
2/7/2024 | Principal Securities Inc. | 586 | $77K | 0.0% | N/A | 0.007% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 194 | $26K | 0.0% | N/A | 0.002% | |
2/6/2024 | Valtinson Bruner Financial Planning LLC | 3,446 | $455K | 0.2% | -2.5% | 0.043% | |
2/6/2024 | Private Advisor Group LLC | 24,456 | $3.23M | 0.0% | +151.3% | 0.305% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 5,625 | $743K | 0.0% | -3.2% | 0.070% | |
2/6/2024 | Royal Fund Management LLC | 43,451 | $5.74M | 0.6% | -8.2% | 0.542% | |
2/6/2024 | Merit Financial Group LLC | 4,846 | $640K | 0.0% | -37.6% | 0.060% | |
2/6/2024 | Riverpoint Wealth Management Holdings LLC | 10,032 | $1.33M | 0.4% | N/A | 0.125% | |
2/5/2024 | Epic Trust Investment Advisors LLC | 3,837 | $507K | 0.7% | N/A | 0.048% | |
2/5/2024 | McAdam LLC | 14,519 | $1.92M | 0.1% | -6.1% | 0.181% | |
2/1/2024 | Sage Mountain Advisors LLC | 191,606 | $25.32M | 2.9% | -0.3% | 2.392% | |
2/1/2024 | CWM LLC | 4,521 | $597K | 0.0% | +17.8% | 0.056% | |
2/1/2024 | Vicus Capital | 4,591 | $607K | 0.1% | -2.7% | 0.057% | |
2/1/2024 | Criterion Capital Advisors LLC | 4,468 | $590K | 0.4% | N/A | 0.056% | |
1/31/2024 | J.W. Cole Advisors Inc. | 2,616 | $346K | 0.0% | -8.3% | 0.033% | |
1/31/2024 | Goodman Advisory Group LLC | 72,531 | $9.58M | 3.3% | -5.5% | 0.906% | |
1/30/2024 | Sfmg LLC | 496,534 | $65.60M | 6.1% | +1.3% | 6.199% | |
1/30/2024 | Howard Capital Management Inc. | 9,403 | $1.24M | 0.2% | +13.2% | 0.117% | |
1/26/2024 | Cerity Partners LLC | 110,206 | $14.56M | 0.0% | +63.4% | 1.376% | |
1/26/2024 | Sandy Spring Bank | 9,207 | $1.22M | 0.1% | N/A | 0.115% | |
1/26/2024 | CKW Financial Group | 635 | $84K | 0.0% | N/A | 0.008% | |
1/26/2024 | Harbor Investment Advisory LLC | 3,916 | $517K | 0.1% | -23.3% | 0.049% | |
1/26/2024 | Eagle Strategies LLC | 77,548 | $10.25M | 2.2% | -72.9% | 0.968% | |
1/26/2024 | Geneos Wealth Management Inc. | 32,284 | $4.27M | 0.2% | -10.8% | 0.403% | |
1/26/2024 | Sequoia Financial Advisors LLC | 1,883 | $249K | 0.0% | N/A | 0.024% | |
1/25/2024 | Strategic Blueprint LLC | 70,829 | $9.36M | 0.8% | +5.2% | 0.884% | |
1/25/2024 | Valley National Advisers Inc. | 1,168 | $154K | 0.0% | N/A | 0.015% | |
1/23/2024 | Householder Group Estate & Retirement Specialist LLC | 10,658 | $1.41M | 0.5% | -7.2% | 0.133% | |
1/22/2024 | Princeton Global Asset Management LLC | 9,811 | $1.30M | 0.3% | +5.7% | 0.122% | |
1/22/2024 | Great Point Wealth Advisors LLC | 115,422 | $15.25M | 4.0% | -6.5% | 1.441% | |
1/22/2024 | Parsons Capital Management Inc. RI | 22,384 | $2.96M | 0.2% | +4.4% | 0.279% | |
1/19/2024 | Hengehold Capital Management LLC | 7,690 | $1.02M | 0.1% | -9.6% | 0.096% | |
1/19/2024 | Realta Investment Advisors | 2,326 | $307K | 0.1% | -3.2% | 0.029% | |
1/18/2024 | Values Added Financial LLC | 1,634 | $216K | 0.2% | N/A | 0.020% | |
1/18/2024 | Hobart Private Capital LLC | 40,901 | $5.40M | 1.8% | -8.8% | 0.511% | |
1/17/2024 | Blackston Financial Advisory Group LLC | 5,168 | $683K | 0.4% | N/A | 0.065% | |
1/16/2024 | HBW Advisory Services LLC | 15,580 | $2.06M | 0.4% | +9.6% | 0.195% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 30,023 | $3.97M | 0.0% | -25.6% | 0.375% | |
1/16/2024 | Raymond James & Associates | 75,812 | $10.02M | 0.0% | +4,401.9% | 0.946% | |
1/12/2024 | Allred Capital Management LLC | 5,565 | $735K | 0.3% | +2.5% | 0.069% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 1,805 | $238K | 0.0% | -8.4% | 0.023% | |
1/12/2024 | Mezzasalma Advisors LLC | 2,182 | $288K | 0.2% | -9.1% | 0.027% | |
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1/10/2024 | Cornerstone Wealth Management LLC | 9,598 | $1.27M | 0.1% | -2.0% | 0.120% | |
1/9/2024 | Enterprise Bank & Trust Co | 4,360 | $576K | 0.2% | N/A | 0.054% | |
1/8/2024 | Catalyst Private Wealth LLC | 1,802 | $238K | 0.1% | -13.7% | 0.022% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 2,169 | $262K | 0.0% | N/A | 0.027% | |
11/30/2023 | ARQ Wealth Advisors LLC | 2,737 | $330K | 0.2% | N/A | 0.034% | |
11/16/2023 | Integrated Advisors Network LLC | 4,160 | $502K | 0.0% | -2.8% | 0.052% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 66,531 | $8.03M | 0.0% | +105.8% | 0.831% | |
11/15/2023 | Theory Financial LLC | 29,095 | $3.51M | 2.1% | N/A | 0.363% | |
11/15/2023 | Resource Planning Group | 49,452 | $5.97M | 5.0% | +1.1% | 0.617% | |
11/14/2023 | Tower Research Capital LLC TRC | 3,750 | $453K | 0.0% | +78.4% | 0.047% | |