11/1/2024 | Leavell Investment Management Inc. | 11,498 | $261K | 0.0% | -38.8% | 0.053% | |
10/29/2024 | Janney Montgomery Scott LLC | 218,021 | $4.95M | 0.0% | -4.4% | 0.996% | |
10/29/2024 | Key Financial Inc | 34,154 | $776K | 0.2% | +10.7% | 0.156% | |
10/29/2024 | Farther Finance Advisors LLC | 23,788 | $540K | 0.0% | -40.5% | 0.109% | |
10/28/2024 | Pacific Wealth Strategies Group Inc. | 83,734 | $1.90M | 1.4% | +21.8% | 0.382% | |
10/28/2024 | IRON Financial LLC | 13,571 | $308K | 0.2% | -60.8% | 0.062% | |
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10/25/2024 | Voisard Asset Management Group Inc. | 15,670 | $356K | 0.1% | -7.8% | 0.072% | |
10/25/2024 | Diversify Advisory Services LLC | 31,960 | $723K | 0.0% | -21.8% | 0.146% | |
10/25/2024 | SFE Investment Counsel | 32,564 | $740K | 0.2% | -59.5% | 0.149% | |
10/24/2024 | Sound Stewardship LLC | 47,252 | $1.07M | 0.6% | -1.4% | 0.216% | |
10/24/2024 | J.W. Cole Advisors Inc. | 15,766 | $358K | 0.0% | N/A | 0.072% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 35,119 | $798K | 0.0% | +64.4% | 0.160% | |
10/24/2024 | Masso Torrence Wealth Management Inc. | 43,902 | $997K | 0.5% | -47.8% | 0.200% | |
10/22/2024 | Rebalance LLC | 78,161 | $1.78M | 0.1% | -18.2% | 0.350% | |
10/22/2024 | Private Advisor Group LLC | 67,620 | $1.54M | 0.0% | -12.9% | 0.303% | |
10/22/2024 | Leo Wealth LLC | 59,422 | $1.35M | 0.1% | +7.1% | 0.266% | |
10/21/2024 | Foundations Investment Advisors LLC | 26,747 | $608K | 0.0% | +1.9% | 0.120% | |
10/21/2024 | Kaye Capital Management | 278,130 | $6.32M | 2.5% | -0.6% | 1.247% | |
10/21/2024 | Koss Olinger Consulting LLC | 20,764 | $472K | 0.0% | +3.1% | 0.093% | |
10/19/2024 | Werba Rubin Papier Wealth Management | 76,267 | $1.73M | 0.4% | -31.5% | 0.342% | |
10/18/2024 | AA Financial Advisors LLC | 71,133 | $1.62M | 0.5% | +2.4% | 0.319% | |
10/18/2024 | Raymond James & Associates | 164,899 | $3.75M | 0.0% | +7.1% | 0.739% | |
10/18/2024 | Net Worth Advisory Group | 13,083 | $297K | 0.1% | N/A | 0.059% | |
10/17/2024 | BCS Wealth Management | 23,030 | $523K | 0.2% | -5.7% | 0.103% | |
10/16/2024 | Quad Cities Investment Group LLC | 16,708 | $380K | 0.2% | -3.4% | 0.075% | |
10/16/2024 | Asset Dedication LLC | 349,850 | $7.95M | 0.5% | -30.1% | 1.555% | |
10/11/2024 | Stablepoint Partners LLC | 29,816 | $677K | 0.1% | -17.2% | 0.132% | |
10/10/2024 | CRA Financial Services LLC | 25,164 | $572K | 0.1% | +115.4% | 0.111% | |
10/10/2024 | Evexia Wealth LLC | 139,780 | $3.17M | 1.1% | +16.9% | 0.618% | |
10/9/2024 | Private Advisory Group LLC | 22,067 | $501K | 0.1% | -2.1% | 0.098% | |
10/8/2024 | CWM LLC | 441,953 | $10.04M | 0.0% | +0.5% | 1.956% | |
10/8/2024 | Brookstone Capital Management | 36,140 | $821K | 0.0% | +2.5% | 0.160% | |
10/8/2024 | Atomi Financial Group Inc. | 43,863 | $997K | 0.1% | +10.4% | 0.194% | |
10/8/2024 | Evanson Asset Management LLC | 10,060 | $229K | 0.0% | -13.3% | 0.044% | |
10/7/2024 | WealthBridge Capital Management LLC | 32,235 | $732K | 0.2% | +52.2% | 0.140% | |
10/7/2024 | GAMMA Investing LLC | 6,482 | $147K | 0.0% | +282.4% | 0.028% | |
10/5/2024 | Mirador Capital Partners LP | 1,721,843 | $39.12M | 7.0% | -49.8% | 7.486% | |
10/3/2024 | Park Avenue Securities LLC | 22,085 | $502K | 0.0% | -37.6% | 0.084% | |
8/22/2024 | Cetera Investment Advisers | 769,208 | $17.48M | 0.0% | -2.8% | 2.925% | |
8/21/2024 | Advisory Alpha LLC | 350,920 | $7.97M | 0.3% | +6.5% | 1.334% | |
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8/19/2024 | B. Riley Wealth Advisors Inc. | 15,955 | $362K | 0.0% | -3.6% | 0.061% | |
8/16/2024 | NewEdge Advisors LLC | 55,435 | $1.26M | 0.0% | +4.0% | 0.211% | |
8/16/2024 | Straight Path Wealth Management | 16,358 | $372K | 0.2% | +15.5% | 0.062% | |
8/15/2024 | Delta Investment Management LLC | 297,060 | $6.75M | 1.5% | +160.8% | 1.130% | |
8/13/2024 | Thrivent Financial for Lutherans | 180,555 | $4.10M | 0.0% | +23.0% | 0.687% | |
8/12/2024 | Glass Jacobson Investment Advisors llc | 84,122 | $1.91M | 0.7% | -2.5% | 0.320% | |
8/12/2024 | Mercer Global Advisors Inc. ADV | 32,994 | $750K | 0.0% | -6.6% | 0.125% | |
8/9/2024 | American Planning Services Inc. | 14,689 | $334K | 0.2% | +7.7% | 0.056% | |
8/9/2024 | Tennessee Valley Asset Management Partners | 11,962 | $272K | 0.1% | +21.1% | 0.045% | |
8/8/2024 | Envestnet Asset Management Inc. | 653,884 | $14.86M | 0.0% | +2.1% | 2.486% | |
8/7/2024 | MGO One Seven LLC | 47,333 | $1.08M | 0.1% | +49.8% | 0.180% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 7,568 | $172K | 0.0% | -89.6% | 0.029% | |
8/6/2024 | Werba Rubin Papier Wealth Management | 111,403 | $2.53M | 0.7% | -42.8% | 0.424% | |
8/6/2024 | Koss Olinger Consulting LLC | 20,143 | $458K | 0.0% | N/A | 0.077% | |
8/6/2024 | Asset Dedication LLC | 500,177 | $11.36M | 0.8% | +0.2% | 1.902% | |
8/6/2024 | SFE Investment Counsel | 80,433 | $1.83M | 0.4% | -60.9% | 0.306% | |
8/5/2024 | Private Advisor Group LLC | 77,628 | $1.76M | 0.0% | -27.5% | 0.295% | |
8/5/2024 | Blue Barn Wealth LLC | 67,939 | $1.54M | 0.9% | -22.1% | 0.258% | |
8/2/2024 | Stablepoint Partners LLC | 36,002 | $815K | 0.1% | -1.5% | 0.137% | |
8/2/2024 | Larson Financial Group LLC | 9,895 | $225K | 0.0% | +60.4% | 0.038% | |
8/2/2024 | Foundations Investment Advisors LLC | 26,236 | $596K | 0.0% | +4.0% | 0.100% | |
8/2/2024 | Founders Financial Securities LLC | 33,422 | $759K | 0.1% | +23.1% | 0.127% | |
7/31/2024 | Evexia Wealth LLC | 119,541 | $2.70M | 0.7% | +105.2% | 0.451% | |
7/31/2024 | Farther Finance Advisors LLC | 39,960 | $907K | 0.0% | -6.2% | 0.151% | |
7/31/2024 | Commonwealth Equity Services LLC | 182,864 | $4.16M | 0.0% | -8.6% | 0.690% | |
7/30/2024 | WESPAC Advisors LLC | 15,509 | $352K | 0.3% | -48.5% | 0.059% | |
7/30/2024 | Key Financial Inc | 30,839 | $701K | 0.2% | +30.1% | 0.116% | |
7/29/2024 | IRON Financial LLC | 34,632 | $787K | 0.4% | -7.3% | 0.131% | |
7/29/2024 | Migdal Insurance & Financial Holdings Ltd. | 2,110 | $48K | 0.0% | -99.5% | 0.008% | |
7/29/2024 | 4Thought Financial Group Inc. | 36,014 | $818K | 0.5% | +6.2% | 0.136% | |
7/26/2024 | Harbour Investments Inc. | 61,124 | $1.39M | 0.0% | -1.4% | 0.230% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 107,630 | $2.45M | 0.0% | -4.6% | 0.405% | |
7/26/2024 | Atomi Financial Group Inc. | 39,731 | $903K | 0.1% | N/A | 0.149% | |
7/25/2024 | Retirement Solution LLC | 44,852 | $1.02M | 0.3% | +1.4% | 0.169% | |
7/24/2024 | Sound Stewardship LLC | 47,911 | $1.09M | 0.7% | -1.7% | 0.180% | |
7/24/2024 | Unique Wealth Strategies LLC | 2,750 | $63K | 0.0% | N/A | 0.010% | |
7/23/2024 | Private Advisory Group LLC | 22,550 | $512K | 0.1% | +17.2% | 0.085% | |
7/22/2024 | Pacific Wealth Strategies Group Inc. | 68,728 | $1.56M | 1.3% | +4.0% | 0.258% | |
7/22/2024 | Atria Wealth Solutions Inc. | 40,508 | $920K | 0.0% | -14.2% | 0.152% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 84,099 | $1.91M | 1.1% | -5.3% | 0.316% | |
7/22/2024 | Horizons Wealth Management | 100,015 | $2.27M | 1.8% | -23.9% | 0.376% | |
7/22/2024 | Hobbs Group Advisors LLC | 3,445 | $78K | 0.0% | N/A | 0.013% | |
7/20/2024 | Milestone Asset Management LLC | 481,572 | $10.94M | 2.7% | -0.9% | 1.770% | |
7/19/2024 | Western Wealth Management LLC | 17,743 | $403K | 0.0% | -51.4% | 0.065% | |
7/19/2024 | Ironwood Wealth Management LLC. | 258,948 | $5.88M | 1.8% | -29.7% | 1.146% | |
7/19/2024 | Raymond James & Associates | 153,979 | $3.50M | 0.0% | +8.6% | 0.566% | |
7/19/2024 | Tennessee Valley Asset Management Partners | 11,962 | $272K | 0.1% | +21.1% | 0.044% | |
7/18/2024 | Gradient Investments LLC | 39,833 | $905K | 0.0% | -9.5% | 0.146% | |
7/18/2024 | Insight Wealth Partners LLC | 29,049 | $660K | 0.1% | -13.3% | 0.107% | |
7/18/2024 | Brookstone Capital Management | 35,262 | $802K | 0.0% | -11.2% | 0.130% | |
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7/18/2024 | S.E.E.D. Planning Group LLC | 85,080 | $1.93M | 0.7% | -7.3% | 0.313% | |
7/17/2024 | Ballew Advisors Inc | 55,659 | $1.27M | 0.9% | -30.1% | 0.199% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 21,362 | $485K | 0.0% | +14.2% | 0.076% | |
7/16/2024 | BCS Wealth Management | 24,412 | $555K | 0.3% | -5.3% | 0.087% | |
7/16/2024 | AA Financial Advisors LLC | 69,494 | $1.58M | 0.6% | -3.1% | 0.248% | |
7/15/2024 | RFG Advisory LLC | 26,795 | $609K | 0.0% | -42.3% | 0.096% | |
7/13/2024 | Mirador Capital Partners LP | 3,431,507 | $77.96M | 14.7% | -3.6% | 12.212% | |
7/12/2024 | Diversify Advisory Services LLC | 40,875 | $929K | 0.1% | N/A | 0.145% | |
7/12/2024 | Rebalance LLC | 95,564 | $2.17M | 0.2% | -6.5% | 0.340% | |
7/12/2024 | CRA Financial Services LLC | 11,684 | $265K | 0.1% | N/A | 0.042% | |