5/15/2024 | Linscomb Wealth Inc. | 34,539 | $2.26M | 0.1% | +1.4% | 0.443% | |
5/14/2024 | CreativeOne Wealth LLC | 16,449 | $1.08M | 0.0% | +3.3% | 0.211% | |
5/10/2024 | First Foundation Advisors | 381,803 | $25.03M | 1.0% | +9.3% | 4.895% | |
5/9/2024 | Great Lakes Retirement Inc. | 166,530 | $10.92M | 1.6% | +0.3% | 2.135% | |
5/8/2024 | Bell Investment Advisors Inc | 56,585 | $3.71M | 0.7% | N/A | 0.725% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 51,625 | $3.38M | 0.0% | -36.7% | 0.662% | |
|
5/1/2024 | McCarthy & Cox | 132,918 | $8.71M | 3.3% | N/A | 1.704% | |
4/30/2024 | Private Advisor Group LLC | 24,756 | $1.62M | 0.0% | +12.1% | 0.317% | |
4/29/2024 | Commonwealth Equity Services LLC | 237,447 | $15.57M | 0.0% | +9.7% | 3.044% | |
4/25/2024 | Financial Architects LLC | 163,385 | $10.71M | 7.4% | +6.6% | 2.095% | |
4/24/2024 | CENTRAL TRUST Co | 11,272 | $739K | 0.0% | -11.6% | 0.145% | |
4/24/2024 | 1900 Wealth Management LLC | 250,399 | $16.41M | 1.5% | -11.1% | 3.210% | |
4/23/2024 | Global Retirement Partners LLC | 13,039 | $855K | 0.0% | -5.7% | 0.167% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 174,891 | $11.46M | 0.0% | +72.5% | 2.242% | |
4/22/2024 | Raymond James & Associates | 71,955 | $4.72M | 0.0% | -18.5% | 0.923% | |
4/22/2024 | Edge Financial Advisors LLC | 22,838 | $1.49M | 1.3% | N/A | 0.293% | |
4/18/2024 | Morris Financial Concepts Inc. | 2,345 | $154K | 0.1% | +19.1% | 0.030% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 36,469 | $2.39M | 0.0% | -7.0% | 0.468% | |
4/12/2024 | Dynamic Advisor Solutions LLC | 43,736 | $2.87M | 0.1% | -0.7% | 0.540% | |
4/10/2024 | Inscription Capital LLC | 5,877 | $378K | 0.1% | +3.5% | 0.073% | |
4/10/2024 | American National Bank | 504,448 | $33.07M | 4.4% | +4.2% | 6.228% | |
4/9/2024 | Richard P Slaughter Associates Inc | 180,934 | $11.86M | 2.8% | -43.0% | 2.234% | |
4/8/2024 | Westwind Capital | 31,128 | $2.04M | 0.5% | +3.4% | 0.384% | |
4/5/2024 | NBC Securities Inc. | 4,630 | $313K | 0.0% | +7.2% | 0.057% | |
4/3/2024 | Duncan Williams Asset Management LLC | 8,240 | $540K | 0.5% | N/A | 0.102% | |
3/1/2024 | Goldman Sachs Group Inc. | 380,994 | $24.07M | 0.0% | +0.8% | 4.704% | |
2/13/2024 | Stephens Inc. AR | 28,600 | $1.81M | 0.0% | -0.9% | 0.353% | |
2/13/2024 | Cetera Advisor Networks LLC | 64,601 | $4.08M | 0.0% | -22.7% | 0.798% | |
2/12/2024 | Focus Financial Network Inc. ADV | 89,941 | $5.71M | 0.2% | N/A | 1.110% | |
2/10/2024 | Linscomb & Williams Inc. | 34,067 | $2.15M | 0.1% | -9.9% | 0.421% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,089 | $69K | 0.0% | N/A | 0.013% | |
2/9/2024 | CreativeOne Wealth LLC | 15,931 | $1.01M | 0.1% | -14.9% | 0.197% | |
2/9/2024 | Corient Private Wealth LLC | 22,429 | $1.42M | 0.0% | -39.1% | 0.277% | |
2/8/2024 | American National Bank | 484,160 | $30.56M | 4.8% | -1.7% | 5.977% | |
2/8/2024 | Strategic Financial Services Inc | 63,946 | $4.04M | 0.3% | -2.2% | 0.789% | |
2/8/2024 | Horizon Family Wealth Inc. | 18,492 | $1.17M | 1.0% | N/A | 0.228% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 81,586 | $5.15M | 0.0% | -0.6% | 1.007% | |
2/7/2024 | Principal Securities Inc. | 104,693 | $6.61M | 0.2% | N/A | 1.293% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 2,500 | $159K | 0.0% | -15.2% | 0.031% | |
2/6/2024 | Private Advisor Group LLC | 22,075 | $1.39M | 0.0% | +14.1% | 0.273% | |
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2/5/2024 | Fernwood Investment Management LLC | 5,786 | $365K | 0.1% | +27.4% | 0.071% | |
2/2/2024 | Truist Financial Corp | 9,364 | $591K | 0.0% | -5.4% | 0.116% | |
2/1/2024 | 1900 Wealth Management LLC | 281,608 | $17.78M | 1.6% | -18.4% | 3.477% | |
1/29/2024 | Morris Financial Concepts Inc. | 1,969 | $124K | 0.1% | +105.5% | 0.024% | |
1/29/2024 | Financial Architects LLC | 153,225 | $9.67M | 7.6% | N/A | 1.892% | |
1/24/2024 | CENTRAL TRUST Co | 12,747 | $805K | 0.0% | +1.3% | 0.157% | |
1/24/2024 | Allworth Financial LP | 3,936 | $248K | 0.0% | -10.8% | 0.049% | |
1/19/2024 | Wagner Wealth Management LLC | 18,406 | $1.16M | 0.4% | +2.3% | 0.227% | |
1/18/2024 | Global Retirement Partners LLC | 13,828 | $832K | 0.0% | +26.5% | 0.171% | |
1/18/2024 | Inscription Capital LLC | 5,677 | $358K | 0.1% | -3.6% | 0.070% | |
1/18/2024 | Great Lakes Retirement Inc. | 165,951 | $10.48M | 1.7% | +2.9% | 2.049% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 101,415 | $6.40M | 0.0% | +11.5% | 1.252% | |
1/16/2024 | Raymond James & Associates | 88,322 | $5.58M | 0.0% | -42.8% | 1.090% | |
1/16/2024 | CoreCap Advisors LLC | 49,284 | $3.11M | 0.2% | +4.7% | 0.608% | |
1/12/2024 | Mutual Advisors LLC | 10,005 | $631K | 0.0% | +3.9% | 0.124% | |
1/12/2024 | Hixon Zuercher LLC | 80,144 | $5.06M | 2.3% | +2.5% | 0.989% | |
1/12/2024 | Avalon Capital Management | 14,101 | $890K | 0.4% | N/A | 0.174% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 44,029 | $2.68M | 0.1% | -0.5% | 0.544% | |
1/9/2024 | IFP Advisors Inc | 149,487 | $9.44M | 0.4% | +13.2% | 1.846% | |
1/8/2024 | Richard P Slaughter Associates Inc | 317,521 | $20.04M | 4.9% | -0.9% | 3.920% | |
1/5/2024 | Apella Capital LLC | 3,514 | $214K | 0.0% | -5.4% | 0.043% | |
1/3/2024 | Spence Asset Management | 30,119 | $1.90M | 0.5% | +11.2% | 0.372% | |
11/16/2023 | First Foundation Advisors | 297,786 | $16.63M | 0.8% | +7.7% | 3.676% | |
11/15/2023 | Lido Advisors LLC | 12,940 | $723K | 0.0% | -18.6% | 0.160% | |
11/14/2023 | Mutual Advisors LLC | 9,626 | $538K | 0.0% | +13.8% | 0.119% | |
11/13/2023 | LPL Financial LLC | 673,266 | $37.60M | 0.0% | +0.7% | 8.312% | |
11/13/2023 | Envestnet Asset Management Inc. | 276,062 | $15.42M | 0.0% | -20.4% | 3.408% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 82,046 | $4.58M | 0.0% | N/A | 1.013% | |
11/9/2023 | Betterment LLC | 645,205 | $36.04M | 0.1% | +6.1% | 7.965% | |
11/8/2023 | Herold Advisors Inc. | 24,221 | $1.35M | 0.4% | +3.3% | 0.299% | |
11/8/2023 | Atria Wealth Solutions Inc. | 15,571 | $870K | 0.0% | +6.6% | 0.192% | |
11/8/2023 | Argent Trust Co | 5,721 | $320K | 0.0% | +6.5% | 0.071% | |
11/4/2023 | NBC Securities Inc. | 4,320 | $241K | 0.0% | N/A | 0.053% | |
11/3/2023 | Private Advisor Group LLC | 19,339 | $1.08M | 0.0% | +3.4% | 0.239% | |
11/1/2023 | Wealthfront Advisers LLC | 5,038 | $281K | 0.0% | +44.6% | 0.062% | |
10/31/2023 | Allworth Financial LP | 4,415 | $247K | 0.0% | -14.9% | 0.055% | |
10/26/2023 | CENTRAL TRUST Co | 12,584 | $703K | 0.0% | +2.6% | 0.155% | |
10/25/2023 | Hixon Zuercher LLC | 78,155 | $4.37M | 2.3% | +2.8% | 0.965% | |
10/25/2023 | Concourse Financial Group Securities Inc. | 2,949 | $165K | 0.0% | N/A | 0.036% | |
10/24/2023 | Bank of New York Mellon Corp | 12,220 | $682K | 0.0% | +3.5% | 0.151% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 90,924 | $5.08M | 0.0% | +2.5% | 1.123% | |
10/24/2023 | Raymond James & Associates | 154,328 | $8.62M | 0.0% | +0.3% | 1.905% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 17,017 | $950K | 0.0% | -1.5% | 0.210% | |
10/23/2023 | Commonwealth Equity Services LLC | 186,839 | $10.44M | 0.0% | +2.2% | 2.307% | |
10/19/2023 | Patriot Financial Group Insurance Agency LLC | 7,880 | $440K | 0.1% | -19.2% | 0.097% | |
10/18/2023 | Wagner Wealth Management LLC | 17,994 | $1.01M | 0.4% | +10.1% | 0.222% | |
10/17/2023 | CreativeOne Wealth LLC | 18,712 | $1.05M | 0.1% | -21.1% | 0.231% | |
10/17/2023 | Inscription Capital LLC | 5,888 | $329K | 0.1% | +3.7% | 0.073% | |
10/17/2023 | 1900 Wealth Management LLC | 344,996 | $19.27M | 1.9% | -2.2% | 4.259% | |
10/13/2023 | Global Retirement Partners LLC | 10,934 | $595K | 0.0% | -35.2% | 0.135% | |
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10/12/2023 | IFP Advisors Inc | 132,071 | $7.38M | 0.3% | +6.7% | 1.631% | |
10/11/2023 | Spence Asset Management | 27,089 | $1.51M | 0.5% | N/A | 0.334% | |
10/11/2023 | Dynamic Advisor Solutions LLC | 44,267 | $2.47M | 0.1% | +12.1% | 0.547% | |
10/10/2023 | Linscomb & Williams Inc. | 37,816 | $2.11M | 0.1% | +1.3% | 0.467% | |
10/10/2023 | American National Bank | 492,530 | $27.51M | 4.7% | -2.0% | 6.081% | |
10/10/2023 | Richard P Slaughter Associates Inc | 320,470 | $17.90M | 4.8% | +12.6% | 3.956% | |
8/14/2023 | IFP Advisors Inc | 123,804 | $7.15M | 0.3% | +8.6% | 1.528% | |
8/14/2023 | First Foundation Advisors | 276,413 | $15.96M | 0.7% | +40.6% | 3.413% | |
8/10/2023 | Commonwealth Equity Services LLC | 182,838 | $10.56M | 0.0% | +6.2% | 2.257% | |
8/10/2023 | Private Advisor Group LLC | 18,704 | $1.12M | 0.0% | +150.6% | 0.231% | |