11/1/2024 | Lionsbridge Wealth Management LLC | 12,277 | $425K | 0.3% | N/A | 0.119% | |
10/30/2024 | Foster & Motley Inc. | 905,774 | $31.34M | 2.0% | +14.5% | 8.751% | |
10/30/2024 | United Advisor Group LLC | 59,394 | $2.06M | 0.5% | +31.4% | 0.574% | |
10/30/2024 | Clarity Capital Partners LLC | 9,816 | $340K | 0.2% | N/A | 0.095% | |
10/29/2024 | Farther Finance Advisors LLC | 892 | $31K | 0.0% | -54.8% | 0.009% | |
10/28/2024 | Focus Financial Network Inc. | 6,175 | $214K | 0.0% | N/A | 0.060% | |
|
10/25/2024 | GW Henssler & Associates Ltd. | 11,860 | $410K | 0.0% | +12.7% | 0.115% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 38,665 | $1.34M | 0.0% | N/A | 0.374% | |
10/22/2024 | Private Advisor Group LLC | 144,289 | $4.99M | 0.0% | +14.8% | 1.394% | |
10/21/2024 | Foundations Investment Advisors LLC | 9,340 | $323K | 0.0% | N/A | 0.090% | |
10/18/2024 | Warren Street Wealth Advisors LLC | 147,396 | $5.10M | 2.1% | +4.3% | 1.424% | |
10/18/2024 | TriaGen Wealth Management LLC | 260,486 | $9.01M | 3.0% | +5.3% | 2.517% | |
10/18/2024 | Raymond James & Associates | 164,433 | $5.69M | 0.0% | +8.6% | 1.589% | |
10/17/2024 | LexAurum Advisors LLC | 47,004 | $1.63M | 0.4% | +3.7% | 0.454% | |
10/15/2024 | NBC Securities Inc. | 13,911 | $481K | 0.0% | +4.8% | 0.134% | |
10/9/2024 | Fermata Advisors LLC | 58,140 | $2.01M | 0.4% | +9.6% | 0.562% | |
10/8/2024 | Atomi Financial Group Inc. | 16,435 | $569K | 0.0% | +9.3% | 0.159% | |
10/8/2024 | ALM First Financial Advisors LLC | 310,952 | $10.76M | 2.5% | +24.4% | 3.004% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 35,982 | $1.25M | 0.0% | +4.4% | 0.348% | |
10/8/2024 | Kesler Norman & Wride LLC | 132,785 | $4.59M | 0.9% | +5.8% | 1.283% | |
10/7/2024 | Smith Anglin Financial LLC | 1,988,868 | $68.82M | 6.6% | +54.1% | 19.216% | |
8/22/2024 | Cetera Investment Advisers | 207,898 | $7.15M | 0.0% | +20.4% | 2.009% | |
8/16/2024 | NewEdge Advisors LLC | 625,929 | $21.54M | 0.2% | +62.6% | 6.048% | |
8/13/2024 | Merriman Wealth Management LLC | 22,150 | $762K | 0.0% | N/A | 0.214% | |
8/13/2024 | AE Wealth Management LLC | 14,817 | $510K | 0.0% | +2.4% | 0.143% | |
8/8/2024 | Envestnet Asset Management Inc. | 184,614 | $6.35M | 0.0% | +308.9% | 1.784% | |
8/8/2024 | Frontier Asset Management LLC | 27,690 | $953K | 0.3% | +4.1% | 0.268% | |
8/5/2024 | Private Advisor Group LLC | 125,669 | $4.32M | 0.0% | N/A | 1.214% | |
8/3/2024 | Foster & Motley Inc. | 791,049 | $27.22M | 1.9% | +5.4% | 7.643% | |
8/2/2024 | Whalen Wealth Management Inc. | 80,559 | $2.77M | 2.2% | +17.2% | 0.778% | |
7/31/2024 | Commonwealth Equity Services LLC | 27,653 | $952K | 0.0% | +20.8% | 0.267% | |
7/31/2024 | Rothschild Investment LLC | 95,435 | $3.28M | 0.2% | N/A | 0.922% | |
7/31/2024 | Trademark Financial Management LLC | 14,963 | $515K | 0.4% | N/A | 0.145% | |
7/30/2024 | Empirical Finance LLC | 36,978 | $1.27M | 0.1% | +16.0% | 0.357% | |
7/29/2024 | Nations Financial Group Inc. IA ADV | 44,239 | $1.52M | 0.1% | +8.9% | 0.427% | |
7/26/2024 | Atomi Financial Group Inc. | 15,032 | $517K | 0.0% | N/A | 0.145% | |
7/26/2024 | Bank of New York Mellon Corp | 8,105 | $279K | 0.0% | +5.8% | 0.078% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 565,796 | $19.47M | 0.0% | +5.5% | 5.467% | |
7/19/2024 | Raymond James & Associates | 151,426 | $5.21M | 0.0% | +6.4% | 1.463% | |
7/19/2024 | MBL Wealth LLC | 40,692 | $1.40M | 0.2% | N/A | 0.393% | |
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7/18/2024 | TriaGen Wealth Management LLC | 247,393 | $8.51M | 3.3% | +2.9% | 2.390% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 34,451 | $1.19M | 0.0% | +8.1% | 0.333% | |
7/15/2024 | Fifth Third Securities Inc. | 45,021 | $1.59M | 0.1% | N/A | 0.435% | |
7/13/2024 | Fermata Advisors LLC | 53,059 | $1.83M | 0.4% | +8.7% | 0.513% | |
7/11/2024 | Smith Anglin Financial LLC | 1,290,477 | $44.41M | 4.5% | +1.9% | 12.468% | |
7/10/2024 | Aprio Wealth Management LLC | 42,674 | $1.47M | 0.3% | -24.5% | 0.412% | |
7/5/2024 | HBW Advisory Services LLC | 7,598 | $261K | 0.0% | N/A | 0.073% | |
5/24/2024 | Cetera Advisors LLC | 163,653 | $5.49M | 0.0% | +3.2% | 1.581% | |
5/24/2024 | Cetera Investment Advisers | 172,612 | $5.79M | 0.0% | N/A | 1.668% | |
5/15/2024 | CoreFirst Bank & Trust | 14,165 | $475K | 0.3% | +280.8% | 0.137% | |
5/7/2024 | GW Henssler & Associates Ltd. | 10,458 | $351K | 0.0% | N/A | 0.101% | |
4/30/2024 | Commonwealth Equity Services LLC | 22,883 | $768K | 0.0% | +8.2% | 0.229% | |
4/26/2024 | Opus Capital Group LLC | 161,734 | $5.43M | 0.8% | -2.1% | 1.617% | |
4/25/2024 | Whalen Wealth Management Inc. | 68,711 | $2.31M | 1.7% | N/A | 0.687% | |
4/24/2024 | Smith Anglin Financial LLC | 1,265,869 | $42.46M | 4.4% | +59.3% | 12.659% | |
4/23/2024 | TriaGen Wealth Management LLC | 240,451 | $8.07M | 3.3% | +48.4% | 2.405% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 40,611 | $1.36M | 0.1% | +4.6% | 0.406% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 536,260 | $17.99M | 0.0% | +5.8% | 5.363% | |
4/22/2024 | Raymond James & Associates | 142,321 | $4.77M | 0.0% | +5.6% | 1.423% | |
4/20/2024 | Kesler Norman & Wride LLC | 129,808 | $4.35M | 0.9% | +5.7% | 1.952% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 32,423 | $1.09M | 0.4% | +2.6% | 0.488% | |
4/12/2024 | Fermata Advisors LLC | 48,825 | $1.64M | 0.4% | +7.1% | 0.734% | |
4/10/2024 | LexAurum Advisors LLC | 42,884 | $1.44M | 0.4% | +6.0% | 0.645% | |
4/10/2024 | Aprio Wealth Management LLC | 56,488 | $1.90M | 0.4% | +18.6% | 0.849% | |
3/19/2024 | Warren Street Wealth Advisors LLC | 133,115 | $4.17M | 2.4% | +3.1% | 2.002% | |
3/18/2024 | CoreFirst Bank & Trust | 3,720 | $117K | 0.1% | N/A | 0.056% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,720 | $179K | 0.0% | N/A | 0.086% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 38,822 | $1.22M | 0.1% | +9.2% | 0.584% | |
2/7/2024 | Formidable Asset Management LLC | 39,489 | $1.24M | 0.3% | +48.8% | 0.594% | |
2/7/2024 | NBC Securities Inc. | 19,914 | $624K | 0.1% | -3.3% | 0.299% | |
2/6/2024 | Lincoln National Corp | 11,920 | $374K | 0.0% | +28.4% | 0.179% | |
2/6/2024 | Measured Wealth Private Client Group LLC | 31,601 | $991K | 0.4% | +1.9% | 0.475% | |
2/1/2024 | Foster & Motley Inc. | 650,736 | $20.40M | 1.5% | +218.5% | 9.786% | |
1/31/2024 | Western Wealth Management LLC | 46,990 | $1.47M | 0.1% | -1.7% | 0.707% | |
1/31/2024 | Opus Capital Group LLC | 165,272 | $5.18M | 0.8% | +0.2% | 2.485% | |
1/23/2024 | DAVENPORT & Co LLC | 14,986 | $470K | 0.0% | +21.5% | 0.225% | |
1/23/2024 | TriaGen Wealth Management LLC | 162,008 | $5.08M | 2.4% | -24.4% | 2.436% | |
1/19/2024 | Fermata Advisors LLC | 45,602 | $1.43M | 0.3% | +24.7% | 0.686% | |
1/17/2024 | Smith Anglin Financial LLC | 794,708 | $24.91M | 2.9% | +133.1% | 11.950% | |
1/17/2024 | Aprio Wealth Management LLC | 47,627 | $1.49M | 0.3% | +23.7% | 0.716% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 507,047 | $15.90M | 0.0% | +0.2% | 7.625% | |
1/16/2024 | Raymond James & Associates | 134,813 | $4.23M | 0.0% | +13.5% | 2.027% | |
1/11/2024 | LexAurum Advisors LLC | 40,449 | $1.27M | 0.3% | +6.6% | 0.608% | |
1/11/2024 | Kesler Norman & Wride LLC | 122,855 | $3.85M | 0.9% | +56.1% | 1.847% | |
1/5/2024 | WealthPlan Investment Management LLC | 10,011 | $314K | 0.1% | -20.2% | 0.151% | |
11/16/2023 | Blueprint Investment Partners LLC | 7,100 | $204K | 0.1% | N/A | 0.107% | |
11/15/2023 | WealthPlan Investment Management LLC | 12,551 | $360K | 0.0% | +351.8% | 0.189% | |
11/13/2023 | LPL Financial LLC | 229,316 | $6.58M | 0.0% | +12.8% | 3.448% | |
11/13/2023 | Cambria Investment Management L.P. | 1,207,532 | $34.63M | 2.8% | -5.5% | 18.158% | |
11/13/2023 | Kestra Advisory Services LLC | 25,550 | $733K | 0.0% | +3.2% | 0.384% | |
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11/13/2023 | Kesler Norman & Wride LLC | 78,717 | $2.26M | 0.6% | +217.6% | 1.184% | |
11/9/2023 | Formidable Asset Management LLC | 26,536 | $761K | 0.2% | +1.9% | 0.399% | |
11/9/2023 | Betterment LLC | 35,679 | $1.02M | 0.0% | -2.0% | 0.537% | |
11/7/2023 | Fermata Advisors LLC | 36,575 | $1.05M | 0.3% | +19.5% | 0.550% | |
11/6/2023 | Lincoln National Corp | 9,280 | $266K | 0.0% | N/A | 0.140% | |
11/4/2023 | NBC Securities Inc. | 20,596 | $590K | 0.1% | N/A | 0.310% | |
10/24/2023 | Foster & Motley Inc. | 204,281 | $5.86M | 0.5% | N/A | 3.072% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 506,107 | $14.52M | 0.0% | +12.1% | 7.611% | |
10/23/2023 | TriaGen Wealth Management LLC | 214,249 | $6.15M | 3.1% | +7.1% | 3.222% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,955 | $400K | 0.0% | +91.4% | 0.210% | |