1/21/2025 | Geneos Wealth Management Inc. | 77,752 | $4.22M | 0.1% | -25.2% | 0.645% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 17,203 | $934K | 0.0% | +11.6% | 0.143% | |
1/21/2025 | Cornerstone Wealth Management LLC | 6,125 | $333K | 0.0% | N/A | 0.051% | |
1/17/2025 | Mutual Advisors LLC | 10,566 | $592K | 0.0% | +19.7% | 0.088% | |
1/17/2025 | Janney Montgomery Scott LLC | 118,064 | $6.41M | 0.0% | +155.0% | 0.980% | |
1/17/2025 | Beaumont Financial Advisors LLC | 15,953 | $866K | 0.1% | -7.7% | 0.132% | |
1/17/2025 | Fort Washington Investment Advisors Inc. OH | 11,800 | $641K | 0.0% | N/A | 0.098% | |
1/15/2025 | Orgel Wealth Management LLC | 1,537,350 | $83.49M | 2.2% | +165.4% | 12.758% | |
1/15/2025 | Ameritas Advisory Services LLC | 9,086 | $493K | 0.0% | N/A | 0.075% | |
1/15/2025 | Arkadios Wealth Advisors | 6,403 | $348K | 0.0% | -13.2% | 0.053% | |
|
1/15/2025 | KMG Fiduciary Partners LLC | 62,106 | $3.37M | 0.3% | +8.6% | 0.515% | |
1/15/2025 | Empirical Asset Management LLC | 28,793 | $1.56M | 0.0% | -5.5% | 0.239% | |
1/15/2025 | Certified Advisory Corp | 68,099 | $3.70M | 0.4% | +6.3% | 0.565% | |
1/15/2025 | Harbor Group Inc. | 255,148 | $13.86M | 3.1% | +67.1% | 2.117% | |
1/14/2025 | Redhawk Wealth Advisors Inc. | 158,354 | $8.60M | 1.2% | +46.9% | 1.314% | |
1/14/2025 | Park Avenue Securities LLC | 8,387 | $455K | 0.0% | N/A | 0.070% | |
1/13/2025 | Thomasville National Bank | 92,416 | $5.02M | 0.4% | +0.9% | 0.767% | |
1/10/2025 | HBW Advisory Services LLC | 20,591 | $1.12M | 0.2% | +3.5% | 0.171% | |
11/27/2024 | Franklin Resources Inc. | 14,084 | $790K | 0.0% | +8.2% | 0.117% | |
11/25/2024 | Sanctuary Advisors LLC | 3,448 | $200K | 0.0% | N/A | 0.029% | |
11/15/2024 | MML Investors Services LLC | 17,987 | $1.00M | 0.0% | N/A | 0.149% | |
11/15/2024 | Orion Portfolio Solutions LLC | 12,491 | $696K | 0.0% | +15.8% | 0.104% | |
11/15/2024 | Jane Street Group LLC | 38,335 | $2.14M | 0.0% | +260.7% | 0.318% | |
11/15/2024 | Stifel Financial Corp | 137,612 | $7.67M | 0.0% | +15.0% | 1.142% | |
11/15/2024 | Integrated Wealth Concepts LLC | 9,075 | $505K | 0.0% | -15.0% | 0.075% | |
11/14/2024 | Providence Capital Advisors LLC | 1,123 | $63K | 0.0% | N/A | 0.009% | |
11/13/2024 | FMR LLC | 1,048 | $58K | 0.0% | -19.5% | 0.009% | |
11/13/2024 | Bank of Montreal Can | 105,404 | $5.86M | 0.0% | N/A | 0.875% | |
11/12/2024 | Family Capital Management Inc. | 80,398 | $4.48M | 2.9% | +2.6% | 0.667% | |
11/12/2024 | Kingsview Wealth Management LLC | 23,153 | $1.29M | 0.0% | +26.8% | 0.192% | |
11/12/2024 | Certified Advisory Corp | 64,036 | $3.57M | 0.4% | N/A | 0.531% | |
11/9/2024 | LPL Financial LLC | 2,367,312 | $131.86M | 0.1% | +28.7% | 19.646% | |
11/7/2024 | Thrivent Financial for Lutherans | 43,572 | $2.43M | 0.0% | +57.5% | 0.362% | |
11/6/2024 | KPP Advisory Services LLC | 75,366 | $4.20M | 1.0% | +69.8% | 0.625% | |
11/6/2024 | Oppenheimer & Co. Inc. | 10,238 | $570K | 0.0% | +8.5% | 0.085% | |
11/6/2024 | Pinnacle Financial Partners Inc | 4,815 | $268K | 0.0% | N/A | 0.040% | |
11/5/2024 | Harbour Investments Inc. | 16,876 | $940K | 0.0% | +41.4% | 0.140% | |
11/4/2024 | Axxcess Wealth Management LLC | 15,001 | $836K | 0.0% | N/A | 0.124% | |
11/4/2024 | Sigma Planning Corp | 7,800 | $434K | 0.0% | +34.6% | 0.065% | |
11/1/2024 | Atria Investments Inc | 37,094 | $2.07M | 0.0% | +63.4% | 0.308% | |
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11/1/2024 | Leavell Investment Management Inc. | 31,250 | $1.74M | 0.1% | +9.5% | 0.259% | |
11/1/2024 | Aspire Wealth Management Corp | 1,320 | $74K | 0.0% | +59.4% | 0.011% | |
10/31/2024 | Advisor Resource Council | 5,680 | $316K | 0.1% | N/A | 0.047% | |
10/30/2024 | Financial Partners Group Inc | 124,328 | $6.93M | 1.0% | N/A | 1.032% | |
10/30/2024 | Hazlett Burt & Watson Inc. | 20,390 | $1.14M | 0.5% | +20.8% | 0.169% | |
10/30/2024 | World Equity Group Inc. | 22,850 | $1.27M | 0.5% | -1.0% | 0.190% | |
10/29/2024 | Janney Montgomery Scott LLC | 46,307 | $2.58M | 0.0% | +14.7% | 0.384% | |
10/29/2024 | Farther Finance Advisors LLC | 3,513 | $196K | 0.0% | N/A | 0.029% | |
10/28/2024 | Focus Financial Network Inc. | 7,204 | $401K | 0.0% | N/A | 0.060% | |
10/24/2024 | Arkadios Wealth Advisors | 7,379 | $411K | 0.0% | +21.9% | 0.061% | |
10/23/2024 | Osborne Partners Capital Management LLC | 4,625 | $258K | 0.0% | N/A | 0.038% | |
10/23/2024 | Bogart Wealth LLC | 711,224 | $39.62M | 1.9% | +8.8% | 5.902% | |
10/22/2024 | Private Advisor Group LLC | 349,743 | $19.48M | 0.1% | +20.1% | 2.902% | |
10/22/2024 | Leo Wealth LLC | 85,351 | $4.75M | 0.4% | +52.2% | 0.708% | |
10/22/2024 | Signaturefd LLC | 1,620 | $90K | 0.0% | N/A | 0.013% | |
10/21/2024 | Moneywise Inc. | 59,128 | $3.29M | 1.6% | -38.5% | 0.491% | |
10/21/2024 | Financial Consulate Inc. | 306,436 | $17.07M | 4.5% | +7.3% | 2.543% | |
10/18/2024 | Raymond James & Associates | 360,278 | $20.07M | 0.0% | +5.1% | 2.990% | |
10/18/2024 | KMG Fiduciary Partners LLC | 57,214 | $3.19M | 0.3% | +369.4% | 0.475% | |
10/18/2024 | Stratos Investment Management LLC | 189,966 | $10.58M | 0.7% | +0.8% | 1.576% | |
10/17/2024 | Orgel Wealth Management LLC | 579,310 | $32.27M | 0.8% | N/A | 4.808% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 3,744 | $209K | 0.0% | N/A | 0.031% | |
10/11/2024 | Empirical Asset Management LLC | 30,467 | $1.70M | 0.2% | +20.1% | 0.253% | |
10/11/2024 | Redhawk Wealth Advisors Inc. | 107,806 | $6.01M | 0.9% | +2.8% | 0.895% | |
10/9/2024 | Beaumont Financial Advisors LLC | 17,291 | $963K | 0.1% | N/A | 0.143% | |
10/9/2024 | Harbor Group Inc. | 152,674 | $8.50M | 2.0% | +253.5% | 1.267% | |
10/8/2024 | CWM LLC | 1,035,544 | $57.68M | 0.2% | +36.1% | 8.594% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 15,414 | $859K | 0.0% | +7.5% | 0.128% | |
10/4/2024 | HBW Advisory Services LLC | 19,893 | $1.11M | 0.2% | +2.0% | 0.165% | |
8/27/2024 | KPP Advisory Services LLC | 44,383 | $2.28M | 0.6% | -49.1% | 0.368% | |
8/22/2024 | Cetera Investment Advisers | 204,603 | $10.49M | 0.0% | +3.7% | 1.698% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 111,301 | $5.71M | 0.0% | +85.0% | 0.924% | |
8/15/2024 | AQR Capital Management LLC | 8,180 | $420K | 0.0% | +49.7% | 0.068% | |
8/14/2024 | Clear Point Advisors Inc. | 14,030 | $720K | 0.6% | +8.9% | 0.116% | |
8/13/2024 | Thrivent Financial for Lutherans | 27,663 | $1.42M | 0.0% | +363.2% | 0.230% | |
8/12/2024 | ProVise Management Group LLC | 5,509 | $283K | 0.0% | N/A | 0.046% | |
8/8/2024 | Hazlett Burt & Watson Inc. | 16,884 | $866K | 0.4% | +12.6% | 0.140% | |
8/8/2024 | LPL Financial LLC | 1,839,793 | $94.36M | 0.0% | +6.2% | 15.268% | |
8/7/2024 | Redwood Financial Network Corp | 9,714 | $498K | 0.4% | +9.0% | 0.081% | |
8/6/2024 | Adapt Wealth Advisors LLC | 43,455 | $2.23M | 1.4% | N/A | 0.361% | |
8/6/2024 | Flynn Zito Capital Management LLC | 215,470 | $11.05M | 5.7% | +26.7% | 1.788% | |
8/5/2024 | Private Advisor Group LLC | 291,131 | $14.93M | 0.1% | +11.1% | 2.416% | |
7/31/2024 | Essex Financial Services Inc. | 15,555 | $798K | 0.0% | +2.1% | 0.129% | |
7/31/2024 | Strategic Equity Management | 6,212 | $319K | 0.2% | +14.8% | 0.052% | |
7/31/2024 | Sage Mountain Advisors LLC | 677 | $35K | 0.0% | +107.0% | 0.006% | |
7/31/2024 | Commonwealth Equity Services LLC | 216,678 | $11.11M | 0.0% | +119.2% | 1.798% | |
7/31/2024 | Solano Wealth Management Inc. | 45,966 | $2.36M | 1.3% | +14.0% | 0.381% | |
7/30/2024 | Integrity Financial Corp WA | 24,779 | $1.27M | 0.8% | +3.4% | 0.206% | |
7/30/2024 | International Assets Investment Management LLC | 7,369 | $378K | 0.0% | -41.4% | 0.061% | |
7/29/2024 | Arkadios Wealth Advisors | 6,055 | $311K | 0.0% | +16.2% | 0.050% | |
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7/26/2024 | Harbour Investments Inc. | 11,935 | $612K | 0.0% | +92.4% | 0.099% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 149,696 | $7.68M | 0.0% | -2.5% | 1.242% | |
7/25/2024 | First Heartland Consultants Inc. | 4,282 | $220K | 0.0% | N/A | 0.036% | |
7/23/2024 | Geneos Wealth Management Inc. | 99,371 | $5.10M | 0.2% | +11.5% | 0.825% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 1,274,133 | $65.35M | 0.1% | +0.5% | 10.574% | |
7/19/2024 | Raymond James & Associates | 342,750 | $17.58M | 0.0% | +119.1% | 2.844% | |
7/19/2024 | World Equity Group Inc. | 23,076 | $1.18M | 0.4% | -1.1% | 0.192% | |
7/17/2024 | Redhawk Wealth Advisors Inc. | 104,849 | $5.38M | 0.8% | +35.1% | 0.870% | |
7/15/2024 | Dynamic Advisor Solutions LLC | 14,345 | $736K | 0.0% | -3.7% | 0.119% | |
7/15/2024 | Aspire Private Capital LLC | 1,506 | $77K | 0.0% | -20.8% | 0.012% | |