10/29/2024 | Carmichael Hill & Associates Inc. | 7,873 | $543K | 0.2% | -5.0% | 0.184% | |
10/28/2024 | Focus Financial Network Inc. | 27,133 | $1.87M | 0.1% | -15.6% | 0.632% | |
10/28/2024 | ForthRight Wealth Management LLC | 36,167 | $2.50M | 0.8% | -5.3% | 0.843% | |
10/23/2024 | Dumont & Blake Investment Advisors LLC | 12,949 | $893K | 0.2% | -50.0% | 0.302% | |
10/23/2024 | Walker Asset Management LLC | 19,392 | $1.34M | 0.8% | -7.9% | 0.452% | |
10/23/2024 | Yoder Wealth Management Inc. | 39,519 | $2.73M | 1.6% | +2.1% | 0.921% | |
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10/22/2024 | Private Advisor Group LLC | 40,153 | $2.77M | 0.0% | +2.9% | 0.936% | |
10/11/2024 | Empirical Asset Management LLC | 7,975 | $550K | 0.1% | -8.5% | 0.186% | |
10/7/2024 | SignalPoint Asset Management LLC | 57,205 | $3.94M | 0.9% | -3.8% | 1.333% | |
10/7/2024 | Sandbox Financial Partners LLC | 18,787 | $1.30M | 0.5% | +6.0% | 0.438% | |
10/7/2024 | Davis Investment Partners LLC | 74,853 | $5.14M | 2.2% | -2.0% | 1.745% | |
10/5/2024 | Arkansas Financial Group Inc. | 38,934 | $2.69M | 0.4% | +3.8% | 0.908% | |
8/22/2024 | Cetera Investment Advisers | 88,332 | $5.42M | 0.0% | -5.6% | 2.059% | |
8/16/2024 | NewEdge Advisors LLC | 111,186 | $6.82M | 0.0% | +36,235.3% | 2.592% | |
8/16/2024 | Creative Planning | 9,583 | $587K | 0.0% | -1.8% | 0.223% | |
8/13/2024 | Joseph Group Capital Management | 102,618 | $6.29M | 3.3% | +0.4% | 2.392% | |
8/7/2024 | FRG Family Wealth Advisors LLC | 19,365 | $1.21M | 0.2% | -24.8% | 0.451% | |
8/5/2024 | Private Advisor Group LLC | 39,021 | $2.39M | 0.0% | -1.6% | 0.910% | |
7/31/2024 | Essex Financial Services Inc. | 3,287 | $202K | 0.0% | -7.3% | 0.077% | |
7/27/2024 | Strategic Blueprint LLC | 10,750 | $659K | 0.0% | -5.8% | 0.251% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 81,247 | $4.98M | 2.6% | -1.0% | 1.894% | |
7/22/2024 | Focus Financial Network Inc. | 32,156 | $2.11M | 0.1% | -2.0% | 0.750% | |
7/19/2024 | Davis Investment Partners LLC | 76,393 | $4.85M | 2.0% | +15.7% | 1.781% | |
7/16/2024 | Friedenthal Financial | 9,865 | $605K | 0.4% | -10.1% | 0.230% | |
7/13/2024 | ForthRight Wealth Management LLC | 38,193 | $2.34M | 0.8% | -3.7% | 0.890% | |
7/9/2024 | Mather Group LLC. | 500 | $32K | 0.0% | N/A | 0.012% | |
5/24/2024 | Cetera Investment Advisers | 93,556 | $6.01M | 0.0% | N/A | 2.181% | |
5/4/2024 | Geneos Wealth Management Inc. | 7,788 | $500K | 0.0% | -3.0% | 0.181% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 82,040 | $5.27M | 2.8% | -0.8% | 1.908% | |
4/30/2024 | Private Advisor Group LLC | 39,636 | $2.55M | 0.0% | -25.3% | 0.922% | |
4/30/2024 | Commonwealth Equity Services LLC | 10,149 | $652K | 0.0% | +8.7% | 0.236% | |
4/22/2024 | Rovin Capital UT ADV | 4,341 | $279K | 0.1% | -23.5% | 0.101% | |
4/22/2024 | PFG Investments LLC | 5,093 | $327K | 0.0% | +13.4% | 0.118% | |
4/19/2024 | Yoder Wealth Management Inc. | 40,400 | $2.60M | 1.7% | -3.7% | 0.940% | |
4/17/2024 | Dumont & Blake Investment Advisors LLC | 12,977 | $834K | 0.2% | -1.4% | 0.252% | |
4/16/2024 | Arkansas Financial Group Inc. | 36,208 | $2.33M | 0.4% | +6.5% | 0.703% | |
4/15/2024 | Sandbox Financial Partners LLC | 17,000 | $1.09M | 0.5% | N/A | 0.330% | |
4/15/2024 | Cascade Wealth Advisors Inc | 12,300 | $741K | 0.6% | N/A | 0.239% | |
4/15/2024 | Sunbelt Securities Inc. | 14,034 | $902K | 0.1% | +7.6% | 0.273% | |
4/15/2024 | Davis Investment Partners LLC | 66,019 | $4.07M | 1.8% | +22.4% | 1.282% | |
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4/11/2024 | SignalPoint Asset Management LLC | 59,868 | $3.85M | 1.1% | -6.0% | 1.162% | |
4/11/2024 | Sebold Capital Management Inc. | 6,250 | $402K | 0.3% | -7.7% | 0.121% | |
4/10/2024 | Walker Asset Management LLC | 21,130 | $1.36M | 0.9% | -5.2% | 0.410% | |
3/12/2024 | Rovin Capital UT ADV | 5,671 | $332K | 0.2% | N/A | 0.110% | |
2/23/2024 | Arkansas Financial Group Inc. | 34,010 | $1.99M | 0.4% | N/A | 0.660% | |
2/22/2024 | Scarborough Advisors LLC | 1,467 | $86K | 0.0% | N/A | 0.028% | |
2/13/2024 | Cetera Advisor Networks LLC | 107,011 | $6.27M | 0.0% | N/A | 2.078% | |
2/12/2024 | Focus Financial Network Inc. ADV | 34,762 | $2.04M | 0.1% | N/A | 0.675% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 32,594 | $1.91M | 0.0% | N/A | 0.633% | |
2/9/2024 | Tidemark LLC | 436 | $26K | 0.0% | N/A | 0.008% | |
2/8/2024 | Pacific Sun Financial Corp | 13,045 | $764K | 0.5% | -1.4% | 0.253% | |
2/7/2024 | Principal Securities Inc. | 2,459 | $144K | 0.0% | N/A | 0.048% | |
2/6/2024 | Private Advisor Group LLC | 53,080 | $3.11M | 0.0% | N/A | 1.031% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 4,107 | $241K | 0.0% | N/A | 0.080% | |
2/6/2024 | Spire Wealth Management | 450 | $26K | 0.0% | N/A | 0.009% | |
2/6/2024 | One Charles Private Wealth Services LLC | 4,347 | $255K | 0.1% | N/A | 0.084% | |
2/6/2024 | Essex Financial Services Inc. | 3,610 | $212K | 0.0% | N/A | 0.070% | |
2/5/2024 | HHM Wealth Advisors LLC | 2,145 | $126K | 0.0% | N/A | 0.042% | |
2/5/2024 | IMA Wealth Inc. | 3,985 | $234K | 0.1% | N/A | 0.077% | |
2/2/2024 | Yoder Wealth Management Inc. | 41,956 | $2.46M | 1.7% | N/A | 0.815% | |
2/1/2024 | Garrison Asset Management LLC | 3,447 | $202K | 0.1% | N/A | 0.067% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 1,400 | $82K | 0.1% | N/A | 0.027% | |
1/30/2024 | Allen Capital Group LLC | 58,504 | $3.43M | 0.5% | N/A | 1.136% | |
1/30/2024 | Capital Analysts LLC | 2,917 | $171K | 0.0% | N/A | 0.057% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 82,672 | $4.85M | 3.0% | N/A | 1.605% | |
1/29/2024 | Friedenthal Financial | 12,323 | $722K | 0.5% | N/A | 0.239% | |
1/26/2024 | Geneos Wealth Management Inc. | 8,032 | $471K | 0.0% | N/A | 0.156% | |
1/25/2024 | Strategic Blueprint LLC | 11,323 | $664K | 0.1% | N/A | 0.220% | |
1/24/2024 | Allworth Financial LP | 1,168 | $68K | 0.0% | N/A | 0.023% | |
1/24/2024 | Private Trust Co. NA | 7,610 | $446K | 0.1% | N/A | 0.148% | |
1/23/2024 | Carmichael Hill & Associates Inc. | 8,746 | $513K | 0.2% | N/A | 0.170% | |
1/23/2024 | Dumont & Blake Investment Advisors LLC | 13,161 | $771K | 0.2% | N/A | 0.256% | |
1/23/2024 | LVZ Inc. | 13,632 | $799K | 0.1% | N/A | 0.265% | |
1/23/2024 | ForthRight Wealth Management LLC | 41,685 | $2.44M | 0.9% | N/A | 0.809% | |
1/18/2024 | SeaCrest Wealth Management LLC | 7,391 | $434K | 0.1% | N/A | 0.144% | |
1/18/2024 | Sebold Capital Management Inc. | 6,771 | $397K | 0.3% | N/A | 0.131% | |
1/17/2024 | SignalPoint Asset Management LLC | 63,704 | $3.73M | 1.1% | N/A | 1.237% | |
1/17/2024 | PFG Investments LLC | 4,493 | $263K | 0.0% | N/A | 0.087% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 14,298 | $838K | 0.0% | N/A | 0.278% | |
1/16/2024 | Raymond James & Associates | 8,394 | $492K | 0.0% | N/A | 0.163% | |
1/12/2024 | Davis Investment Partners LLC | 53,945 | $3.15M | 1.5% | N/A | 1.047% | |
1/8/2024 | Walker Asset Management LLC | 22,299 | $1.31M | 0.9% | N/A | 0.433% | |
1/1/2024 | Sunbelt Securities Inc. | 17,067 | $865K | 0.1% | N/A | 0.331% | |