11/1/2024 | Lionsbridge Wealth Management LLC | 14,648 | $1.75M | 1.4% | N/A | 0.862% | |
11/1/2024 | Hudson Value Partners LLC | 11,774 | $1.41M | 0.5% | +4.8% | 0.693% | |
10/23/2024 | Great Lakes Retirement Inc. | 29,612 | $3.54M | 0.5% | +4.2% | 1.742% | |
10/22/2024 | Private Advisor Group LLC | 16,688 | $2.00M | 0.0% | +7.4% | 0.982% | |
10/2/2024 | American National Bank & Trust | 7,678 | $918K | 0.1% | -4.3% | 0.452% | |
9/5/2024 | Sanctuary Advisors LLC | 7,394 | $786K | 0.0% | N/A | 0.435% | |
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8/16/2024 | NewEdge Advisors LLC | 89,092 | $9.85M | 0.1% | +41.3% | 5.241% | |
8/12/2024 | SkyOak Wealth LLC | 13,008 | $1.44M | 0.3% | -11.0% | 0.765% | |
8/5/2024 | Private Advisor Group LLC | 15,545 | $1.72M | 0.0% | +14.9% | 0.914% | |
7/30/2024 | Hantz Financial Services Inc. | 335 | $37K | 0.0% | N/A | 0.020% | |
7/29/2024 | Hudson Value Partners LLC | 11,235 | $1.24M | 0.5% | +4.8% | 0.661% | |
7/23/2024 | American National Bank | 8,019 | $887K | 0.1% | -4.5% | 0.472% | |
7/9/2024 | Mather Group LLC. | 1,500 | $164K | 0.0% | N/A | 0.088% | |
5/9/2024 | Great Lakes Retirement Inc. | 27,142 | $2.97M | 0.4% | +4.2% | 1.597% | |
5/9/2024 | Hudson Value Partners LLC | 10,716 | $1.17M | 0.5% | +10.0% | 0.630% | |
4/30/2024 | Private Advisor Group LLC | 13,526 | $1.48M | 0.0% | +3.2% | 0.796% | |
4/24/2024 | Fulcrum Equity Management | 9,214 | $1.01M | 1.2% | N/A | 0.542% | |
4/10/2024 | American National Bank | 8,399 | $918K | 0.1% | +15.6% | 0.525% | |
2/12/2024 | Avestar Capital LLC | 44,519 | $4.30M | 0.5% | N/A | 2.782% | |
2/12/2024 | Hudson Value Partners LLC | 9,743 | $934K | 0.4% | +6.6% | 0.609% | |
2/8/2024 | American National Bank | 7,265 | $696K | 0.1% | -18.3% | 0.454% | |
2/5/2024 | Mach 1 Financial Group LLC | 2,213 | $212K | 0.1% | -24.0% | 0.138% | |
1/18/2024 | Great Lakes Retirement Inc. | 26,050 | $2.50M | 0.4% | +8.5% | 1.628% | |
11/9/2023 | UBS Group AG | 44,305 | $3.79M | 0.0% | -0.9% | 2.769% | |
11/8/2023 | HighTower Advisors LLC | 15,816 | $1.35M | 0.0% | -3.8% | 0.989% | |
11/8/2023 | Fort Point Capital Partners LLC | 6,748 | $577K | 0.1% | -2.2% | 0.422% | |
11/3/2023 | Private Advisor Group LLC | 13,077 | $1.12M | 0.0% | +4.5% | 0.817% | |
11/2/2023 | Hudson Value Partners LLC | 9,137 | $781K | 0.4% | N/A | 0.571% | |
11/1/2023 | Nwam LLC | 3,328 | $285K | 0.0% | +3.9% | 0.208% | |
10/25/2023 | Intellectus Partners LLC | 4,325 | $370K | 0.1% | -5.5% | 0.270% | |
10/24/2023 | SkyOak Wealth LLC | 14,608 | $1.25M | 0.4% | -3.1% | 0.913% | |
10/17/2023 | Mach 1 Financial Group LLC | 2,911 | $249K | 0.1% | -5.4% | 0.182% | |
10/10/2023 | American National Bank | 8,895 | $761K | 0.1% | -2.0% | 0.556% | |
8/14/2023 | Fort Point Capital Partners LLC | 6,898 | $589K | 0.1% | -2.4% | 0.431% | |
8/10/2023 | Nwam LLC | 3,204 | $273K | 0.0% | +18.0% | 0.200% | |
8/9/2023 | Precision Wealth Strategies LLC | 5,861 | $500K | 0.8% | -13.5% | 0.366% | |
8/9/2023 | Coastal Investment Advisors Inc. | 304 | $26K | 0.0% | N/A | 0.019% | |
8/3/2023 | Texas Yale Capital Corp. | 44,303 | $3.78M | 0.2% | -0.5% | 2.769% | |
8/3/2023 | Great Lakes Retirement Inc. | 22,650 | $1.93M | 0.3% | +3.5% | 1.416% | |
8/1/2023 | Cross Staff Investments Inc | 7,298 | $623K | 0.6% | +7.3% | 0.456% | |
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7/31/2023 | LPL Financial LLC | 22,862 | $1.95M | 0.0% | -10.7% | 1.429% | |
7/31/2023 | Intellectus Partners LLC | 4,575 | $391K | 0.1% | -10.4% | 0.286% | |
7/28/2023 | Mach 1 Financial Group LLC | 3,077 | $263K | 0.1% | N/A | 0.192% | |
7/20/2023 | SkyOak Wealth LLC | 15,074 | $1.29M | 0.4% | -7.2% | 0.942% | |
7/12/2023 | American National Bank | 9,078 | $775K | 0.1% | -4.6% | 0.567% | |
5/10/2023 | Private Advisor Group LLC | 12,568 | $967K | 0.0% | N/A | 0.739% | |
5/9/2023 | Great Lakes Retirement Inc. | 21,880 | $1.68M | 0.3% | +4.8% | 1.287% | |
5/4/2023 | Precision Wealth Strategies LLC | 6,777 | $522K | 0.8% | -10.0% | 0.399% | |
5/4/2023 | Intellectus Partners LLC | 5,107 | $393K | 0.1% | -3.9% | 0.300% | |
5/2/2023 | SkyOak Wealth LLC | 16,249 | $1.25M | 0.4% | -6.9% | 0.956% | |
4/24/2023 | Ahrens Investment Partners LLC | 32,878 | $2.53M | 1.3% | -4.3% | 1.934% | |
3/7/2023 | Great Lakes Retirement Inc. | 20,874 | $1.45M | 0.4% | N/A | 1.228% | |
2/13/2023 | Texas Yale Capital Corp. | 44,743 | $3.11M | 0.2% | +14.3% | 2.632% | |
2/9/2023 | HighTower Advisors LLC | 17,150 | $1.19M | 0.0% | +2.8% | 1.009% | |
2/9/2023 | Ahrens Investment Partners LLC | 34,355 | $2.39M | 1.1% | +1.4% | 2.021% | |
2/8/2023 | UBS Group AG | 50,903 | $3.53M | 0.0% | -2.8% | 2.994% | |
2/7/2023 | LPL Financial LLC | 26,728 | $1.86M | 0.0% | -7.3% | 1.572% | |
2/7/2023 | IFP Advisors Inc | 13,711 | $784K | 0.0% | -16.9% | 0.807% | |
2/3/2023 | CX Institutional | 99,135 | $6.88M | 0.4% | +20.6% | 5.831% | |
1/26/2023 | SkyOak Wealth LLC | 17,449 | $1.21M | 0.4% | -1.4% | 1.026% | |
1/25/2023 | Fifth Third Bancorp | 500 | $35K | 0.0% | N/A | 0.029% | |
1/10/2023 | American National Bank | 9,442 | $655K | 0.1% | +8.3% | 0.497% | |
11/10/2022 | UBS Group AG | 52,394 | $3.60M | 0.0% | -1.3% | 2.758% | |
11/8/2022 | IFP Advisors Inc | 16,495 | $935K | 0.0% | +3.0% | 0.868% | |
11/8/2022 | Texas Yale Capital Corp. | 39,152 | $2.69M | 0.2% | +1.0% | 2.061% | |
11/8/2022 | Ahrens Investment Partners LLC | 33,878 | $2.33M | 1.2% | -4.4% | 1.783% | |
11/4/2022 | CX Institutional | 82,175 | $5.65M | 0.4% | +272.2% | 4.325% | |
10/27/2022 | Coastal Investment Advisors Inc. | 384 | $26K | 0.0% | N/A | 0.020% | |
10/27/2022 | Prospera Financial Services Inc | 4,218 | $290K | 0.0% | N/A | 0.222% | |
10/25/2022 | Precision Wealth Strategies LLC | 7,654 | $535K | 0.5% | +23.0% | 0.403% | |
10/25/2022 | Raymond James & Associates | 8,195 | $563K | 0.0% | -6.7% | 0.431% | |
10/25/2022 | SkyOak Wealth LLC | 17,691 | $1.22M | 0.4% | -8.8% | 0.931% | |
10/14/2022 | Private Advisor Group LLC | 12,508 | $859K | 0.0% | -2.9% | 0.658% | |
10/5/2022 | American National Bank | 8,719 | $599K | 0.1% | +20.0% | 0.459% | |
8/11/2022 | Wagner Wealth Management LLC | 870 | $61K | 0.0% | N/A | 0.048% | |
8/11/2022 | UBS Group AG | 53,105 | $3.72M | 0.0% | -9.8% | 2.950% | |
8/4/2022 | Evoke Wealth LLC | 3,955 | $277K | 0.0% | N/A | 0.217% | |
8/2/2022 | Ahrens Investment Partners LLC | 35,432 | $2.48M | 1.1% | -19.8% | 1.968% | |
8/2/2022 | CX Institutional | 22,081 | $1.55M | 0.1% | -17.7% | 1.227% | |
7/29/2022 | Cross Staff Investments Inc | 6,542 | $482K | 0.5% | -4.8% | 0.363% | |
7/26/2022 | SkyOak Wealth LLC | 19,391 | $1.36M | 0.5% | -13.4% | 1.077% | |
7/14/2022 | Precision Wealth Strategies LLC | 6,224 | $443K | 0.3% | -47.8% | 0.346% | |
7/13/2022 | Private Advisor Group LLC | 12,888 | $903K | 0.0% | +5.3% | 0.716% | |
5/11/2022 | L & S Advisors Inc | 4,655 | $429K | 0.1% | -4.3% | 0.242% | |
5/10/2022 | Texas Yale Capital Corp. | 41,800 | $3.86M | 0.2% | -1.3% | 2.171% | |
5/10/2022 | Level Four Advisory Services LLC | 32,308 | $2.98M | 0.2% | -3.1% | 1.678% | |
5/4/2022 | Prospera Financial Services Inc | 3,916 | $361K | 0.0% | +3.6% | 0.201% | |
5/4/2022 | Precision Wealth Strategies LLC | 11,930 | $1.10M | 0.7% | -1.2% | 0.612% | |
4/28/2022 | Ahrens Investment Partners LLC | 44,187 | $4.08M | 1.3% | -8.3% | 2.237% | |
2/19/2022 | Western Pacific Wealth Management LP | 500 | $51K | 0.0% | N/A | 0.024% | |
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2/14/2022 | LPL Financial LLC | 62,933 | $6.42M | 0.0% | +10.0% | 2.997% | |
2/14/2022 | Rockefeller Capital Management L.P. | 324 | $33K | 0.0% | -31.1% | 0.015% | |
2/11/2022 | Level Four Advisory Services LLC | 33,354 | $3.40M | 0.3% | -2.0% | 1.588% | |
2/10/2022 | Private Advisor Group LLC | 12,280 | $1.25M | 0.0% | +2.8% | 0.585% | |
2/10/2022 | Texas Yale Capital Corp. | 42,350 | $4.32M | 0.2% | +1.1% | 2.017% | |
2/10/2022 | Global Endowment Management LP | 28,430 | $2.90M | 0.2% | +31.6% | 1.338% | |
2/10/2022 | HighTower Advisors LLC | 13,036 | $1.33M | 0.0% | +13.5% | 0.613% | |
2/9/2022 | Sowell Financial Services LLC | 11,484 | $1.17M | 0.1% | -3.2% | 0.540% | |
2/8/2022 | Bank of America Corp DE | 138,109 | $14.09M | 0.0% | -2.7% | 6.499% | |
2/8/2022 | Raymond James & Associates | 36,722 | $3.75M | 0.0% | +3.3% | 1.728% | |