5/11/2024 | Ironwood Investment Counsel LLC | 220,589 | $12.58M | 2.2% | +12.1% | 0.150% | |
5/11/2024 | Patten & Patten Inc. TN | 3,580 | $204K | 0.0% | N/A | 0.002% | |
5/10/2024 | Kelman Lazarov Inc. | 31,934 | $1.82M | 0.4% | -1.0% | 0.022% | |
5/10/2024 | Reston Wealth Management LLC | 55,366 | $3.16M | 1.3% | +97.1% | 0.038% | |
5/9/2024 | ProVise Management Group LLC | 48,681 | $2.78M | 0.2% | -11.6% | 0.033% | |
5/9/2024 | Orion Portfolio Solutions LLC | 51,120 | $2.92M | 0.0% | -4.0% | 0.035% | |
|
5/9/2024 | SageView Advisory Group LLC | 2,953,940 | $168.46M | 8.0% | +7,131.4% | 2.009% | |
5/9/2024 | Charles Schwab Investment Advisory Inc. | 95,952,017 | $5.47B | 7.5% | +2.6% | 65.273% | |
5/8/2024 | Cozad Asset Management Inc. | 5,529 | $315K | 0.0% | N/A | 0.004% | |
5/8/2024 | Bell Investment Advisors Inc | 370,689 | $21.14M | 4.1% | +0.1% | 0.252% | |
5/8/2024 | Bleakley Financial Group LLC | 3,524 | $201K | 0.0% | N/A | 0.002% | |
5/8/2024 | Avantax Advisory Services Inc. | 15,379 | $877K | 0.0% | +122.9% | 0.010% | |
5/8/2024 | Washington Trust Advisors Inc. | 16,353 | $933K | 0.1% | -7.4% | 0.011% | |
5/8/2024 | Wealth Forward LLC | 299,594 | $17.09M | 13.4% | +3.6% | 0.204% | |
5/8/2024 | Seven Springs Wealth Group LLC | 173,362 | $9.89M | 3.8% | +3.0% | 0.118% | |
5/8/2024 | Thoroughbred Financial Services LLC | 14,996 | $855K | 0.1% | -6.0% | 0.010% | |
5/7/2024 | Horizon Investment Services LLC | 27,918 | $1.59M | 0.8% | +1.6% | 0.019% | |
5/7/2024 | PFG Advisors | 7,220 | $412K | 0.0% | +11.2% | 0.005% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 21,028 | $1.20M | 0.0% | +9.3% | 0.014% | |
5/7/2024 | Roof Eidam Maycock Peralta LLC | 62,905 | $3.59M | 1.0% | +4.1% | 0.043% | |
5/4/2024 | PrairieView Partners LLC | 47,612 | $2.72M | 0.3% | -3.0% | 0.032% | |
5/4/2024 | Geneos Wealth Management Inc. | 1,095 | $62K | 0.0% | +24.6% | 0.001% | |
5/3/2024 | Callan Capital LLC | 347,620 | $19.83M | 1.7% | -0.2% | 0.237% | |
5/3/2024 | Smith Salley Wealth Management | 5,014 | $286K | 0.0% | +7.3% | 0.003% | |
5/2/2024 | GSB Wealth Management LLC | 77,086 | $4.40M | 1.2% | +7.3% | 0.053% | |
5/2/2024 | Horan Securities Inc. | 10,442 | $596K | 0.3% | +2.3% | 0.007% | |
5/2/2024 | Lincoln National Corp | 314,017 | $17.91M | 0.3% | +2.0% | 0.214% | |
5/1/2024 | Resonant Capital Advisors LLC | 395,902 | $22.58M | 1.9% | +4.1% | 0.270% | |
5/1/2024 | Janney Montgomery Scott LLC | 20,194 | $1.15M | 0.0% | N/A | 0.014% | |
5/1/2024 | Horan Capital Advisors LLC. | 121,258 | $6.92M | 2.5% | +5.4% | 0.083% | |
5/1/2024 | Mission Wealth Management LP | 7,454 | $425K | 0.0% | N/A | 0.005% | |
5/1/2024 | Sequoia Financial Advisors LLC | 22,646 | $1.29M | 0.0% | +3.0% | 0.015% | |
4/30/2024 | Private Advisor Group LLC | 109,116 | $6.22M | 0.0% | +4.1% | 0.074% | |
4/30/2024 | JMG Financial Group Ltd. | 6,353 | $362K | 0.0% | +4.4% | 0.004% | |
4/30/2024 | Perigon Wealth Management LLC | 7,016 | $400K | 0.0% | +6.1% | 0.005% | |
4/30/2024 | Townsend Asset Management Corp NC ADV | 14,795 | $844K | 0.3% | -2.1% | 0.010% | |
4/29/2024 | Commonwealth Equity Services LLC | 160,204 | $9.14M | 0.0% | +39.8% | 0.109% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 603 | $34K | 0.0% | +179.2% | 0.000% | |
4/29/2024 | Aspire Wealth Management Corp | 11,856 | $676K | 0.4% | +6.5% | 0.008% | |
4/27/2024 | Guardian Financial Partners LLC | 9,356 | $534K | 0.4% | +10.2% | 0.006% | |
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4/27/2024 | Foster Victor Wealth Advisors LLC | 5,475 | $301K | 0.0% | -5.0% | 0.004% | |
4/26/2024 | UMB Bank n.a. | 2,030 | $116K | 0.0% | +113.7% | 0.001% | |
4/26/2024 | Prairiewood Capital LLC | 605,186 | $34.51M | 16.2% | +11.4% | 0.413% | |
4/26/2024 | Bellevue Asset Management LLC | 1,386 | $79K | 0.0% | +443.5% | 0.001% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 33,910 | $1.93M | 0.0% | +130.5% | 0.023% | |
4/24/2024 | Simplicity Wealth LLC | 3,524 | $201K | 0.0% | N/A | 0.002% | |
4/24/2024 | Spire Wealth Management | 846 | $48K | 0.0% | +375.3% | 0.001% | |
4/24/2024 | First Pacific Financial | 405,280 | $23.11M | 6.5% | +0.8% | 0.277% | |
4/24/2024 | Gemmer Asset Management LLC | 264,819 | $15.10M | 1.8% | -3.4% | 0.181% | |
4/24/2024 | Dechtman Wealth Management LLC | 93,522 | $5.33M | 1.2% | -1.9% | 0.064% | |
4/23/2024 | Fifth Third Bancorp | 652 | $37K | 0.0% | +121.0% | 0.000% | |
4/23/2024 | McAdam LLC | 165,221 | $9.42M | 0.6% | -1.4% | 0.113% | |
4/23/2024 | Warner Financial Inc. | 6,348 | $362K | 0.2% | +13.4% | 0.004% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 32,339 | $1.84M | 0.0% | +85.9% | 0.022% | |
4/22/2024 | Johnson Bixby & Associates LLC | 166,072 | $9.47M | 1.6% | +6.1% | 0.113% | |
4/22/2024 | Lakewood Asset Management LLC | 29,999 | $1.71M | 1.2% | +3.2% | 0.020% | |
4/22/2024 | Solitude Financial Services | 513,429 | $29.28M | 13.5% | +1,679.1% | 0.350% | |
4/19/2024 | Tempus Wealth Planning LLC | 7,187 | $410K | 0.2% | +3.6% | 0.005% | |
4/19/2024 | Red Tortoise LLC | 3,338 | $190K | 0.1% | -19.9% | 0.003% | |
4/19/2024 | Northland Capital Management LLC | 46,534 | $2.65M | 1.9% | +0.7% | 0.036% | |
4/18/2024 | Verum Partners LLC | 103,381 | $5.90M | 2.1% | +41.7% | 0.079% | |
4/18/2024 | Woodmont Investment Counsel LLC | 558 | $32K | 0.0% | N/A | 0.000% | |
4/18/2024 | Raub Brock Capital Management LP | 90,565 | $5.17M | 1.1% | -0.5% | 0.069% | |
4/18/2024 | Steele Capital Management Inc. | 942,090 | $53.73M | 3.1% | +3.6% | 0.720% | |
4/18/2024 | Morris Financial Concepts Inc. | 4,427 | $252K | 0.1% | -16.6% | 0.003% | |
4/18/2024 | RHS Financial LLC | 6,319 | $360K | 0.2% | -37.3% | 0.005% | |
4/18/2024 | Arlington Financial Advisors LLC | 152,704 | $8.71M | 1.9% | -54.8% | 0.117% | |
4/17/2024 | Trilogy Capital Inc. | 601,059 | $34.28M | 2.0% | N/A | 0.460% | |
4/17/2024 | Vicus Capital | 27,070 | $1.54M | 0.1% | +4.4% | 0.021% | |
4/17/2024 | Alpha Omega Wealth Management LLC | 24,724 | $1.41M | 0.3% | +4.9% | 0.019% | |
4/16/2024 | OneAscent Wealth Management LLC | 9,381 | $535K | 0.2% | +16.9% | 0.007% | |
4/16/2024 | Kathmere Capital Management LLC | 302,909 | $17.28M | 2.0% | +3.6% | 0.232% | |
4/16/2024 | Cambridge Advisors Inc. | 25,347 | $1.45M | 0.3% | +1.3% | 0.019% | |
4/16/2024 | Pasadena Private Wealth LLC | 262,418 | $14.97M | 3.4% | +1.6% | 0.201% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 102,636 | $5.85M | 0.0% | +94.9% | 0.078% | |
4/15/2024 | Janiczek Wealth Management LLC | 340,858 | $19.44M | 4.1% | +3.6% | 0.261% | |
4/15/2024 | Brookstone Capital Management | 17,918 | $1.02M | 0.0% | -12.9% | 0.014% | |
4/12/2024 | Charles Schwab Trust Co | 168,533 | $9.61M | 0.9% | -21.2% | 0.129% | |
4/12/2024 | Austin Private Wealth LLC | 21,510 | $1.20M | 0.1% | -1.0% | 0.016% | |
4/12/2024 | CGN Advisors LLC | 18,773 | $1.07M | 0.1% | +15.0% | 0.014% | |
4/12/2024 | Financial Synergies Wealth Advisors Inc. | 8,106 | $462K | 0.1% | -34.0% | 0.006% | |
4/12/2024 | True North Advisors LLC | 23,603 | $1.35M | 0.4% | -6.3% | 0.018% | |
4/11/2024 | Paragon Capital Management Ltd | 9,381 | $535K | 0.1% | N/A | 0.007% | |
4/11/2024 | Moller Wealth Partners | 527,457 | $30.08M | 8.1% | -0.9% | 0.403% | |
4/11/2024 | Sebold Capital Management Inc. | 71,397 | $4.07M | 2.7% | +8.4% | 0.055% | |
4/11/2024 | RFG Advisory LLC | 14,079 | $803K | 0.0% | -2.3% | 0.011% | |
4/10/2024 | CVA Family Office LLC | 15,178 | $866K | 0.2% | +6.3% | 0.012% | |
4/10/2024 | Park Avenue Securities LLC | 3,532 | $201K | 0.0% | -7.2% | 0.003% | |
4/10/2024 | BCS Wealth Management | 6,008 | $343K | 0.1% | +12.4% | 0.005% | |
4/10/2024 | Bruce G. Allen Investments LLC | 5,976 | $341K | 0.3% | +14.9% | 0.005% | |
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4/10/2024 | BKA Wealth Consulting Inc. | 7,254 | $414K | 0.5% | +42.5% | 0.006% | |
4/9/2024 | Collective Family Office LLC | 147,963 | $8.44M | 2.7% | +0.2% | 0.113% | |
4/1/2024 | Appleton Partners Inc. MA | 10,620 | $606K | 0.0% | +66.5% | 0.008% | |
3/22/2024 | PNC Financial Services Group Inc. | 3,671 | $203K | 0.0% | +10.1% | 0.003% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 56,871 | $3.15M | 0.1% | N/A | 0.043% | |
3/11/2024 | Red Mountain Financial LLC | 16,078 | $890K | 1.4% | N/A | 0.012% | |
3/6/2024 | SageView Advisory Group LLC | 40,849 | $2.23M | 0.1% | -61.8% | 0.031% | |
2/28/2024 | EP Wealth Advisors LLC | 11,111 | $615K | 0.0% | -4.8% | 0.008% | |
2/26/2024 | Integrated Advisors Network LLC | 3,860 | $214K | 0.0% | N/A | 0.003% | |
2/21/2024 | Wealth Forward LLC | 289,122 | $16.00M | 13.5% | N/A | 0.221% | |