5/14/2024 | Axxcess Wealth Management LLC | 5,138 | $260K | 0.0% | -28.1% | 0.008% | |
5/9/2024 | Koshinski Asset Management Inc. | 4,774 | $242K | 0.0% | N/A | 0.007% | |
5/8/2024 | US Bancorp DE | 67,780 | $3.43M | 0.0% | +0.5% | 0.100% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,844 | $245K | 0.0% | -14.7% | 0.007% | |
4/30/2024 | Commonwealth Equity Services LLC | 11,443 | $580K | 0.0% | -6.8% | 0.017% | |
4/18/2024 | Woodmont Investment Counsel LLC | 518 | $26K | 0.0% | N/A | 0.001% | |
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4/18/2024 | Omega Financial Group LLC | 6,811 | $345K | 0.1% | -6.1% | 0.010% | |
4/17/2024 | Red Door Wealth Management LLC | 9,745 | $494K | 0.1% | -11.7% | 0.014% | |
4/17/2024 | Richardson Capital Management LLC | 31,436 | $1.59M | 1.3% | +1,049.4% | 0.046% | |
4/15/2024 | SMI Advisory Services LLC | 10,455 | $525K | 0.1% | -13.6% | 0.015% | |
4/13/2024 | Legacy Wealth Management Inc | 3,683,412 | $186.64M | 13.8% | -57.2% | 5.425% | |
4/10/2024 | Parkside Advisors LLC | 60,064 | $3.04M | 0.8% | -6.6% | 0.089% | |
4/10/2024 | Thomasville National Bank | 4,220 | $214K | 0.0% | -6.2% | 0.006% | |
4/9/2024 | Welch Group LLC | 7,190 | $364K | 0.0% | -11.7% | 0.011% | |
2/15/2024 | Guardian Wealth Advisors LLC NC | 26,154 | $1.21M | 0.2% | +76.4% | 0.039% | |
2/14/2024 | Visionary Wealth Advisors | 15,023 | $692K | 0.1% | -2.0% | 0.022% | |
2/14/2024 | Waddell & Associates LLC | 975,639 | $44.94M | 6.0% | -0.6% | 1.446% | |
2/12/2024 | Warwick Investment Management Inc. | 827,358 | $38.11M | 11.2% | N/A | 1.227% | |
2/12/2024 | Clear Investment Research LLC | 1,883 | $87K | 0.1% | N/A | 0.003% | |
2/12/2024 | TD Capital Management LLC | 2,508 | $116K | 0.0% | +30.5% | 0.004% | |
2/12/2024 | Focus Financial Network Inc. ADV | 8,342 | $384K | 0.0% | N/A | 0.012% | |
2/9/2024 | US Bancorp DE | 67,463 | $3.11M | 0.0% | +15.9% | 0.100% | |
2/8/2024 | Meridian Wealth Management LLC | 5,240 | $241K | 0.0% | -49.8% | 0.008% | |
2/8/2024 | Vise Technologies Inc. | 8,767 | $404K | 0.1% | -2.5% | 0.013% | |
2/6/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,681 | $262K | 0.0% | -14.9% | 0.008% | |
2/6/2024 | Axxcess Wealth Management LLC | 7,150 | $329K | 0.0% | -25.8% | 0.011% | |
2/5/2024 | McAdam LLC | 9,685 | $446K | 0.0% | -3.2% | 0.014% | |
2/2/2024 | Atria Wealth Solutions Inc. | 12,234 | $564K | 0.0% | -3.9% | 0.018% | |
2/1/2024 | MCF Advisors LLC | 4,000 | $184K | 0.0% | N/A | 0.006% | |
1/31/2024 | Red Tortoise LLC | 22,358 | $1.03M | 0.6% | +17.4% | 0.033% | |
1/26/2024 | Cerity Partners LLC | 47,923 | $2.21M | 0.0% | N/A | 0.071% | |
1/25/2024 | HBK Sorce Advisory LLC | 67,797 | $3.12M | 0.1% | -0.7% | 0.101% | |
1/25/2024 | International Assets Investment Management LLC | 24,734 | $1.14M | 0.0% | +4,506.0% | 0.037% | |
1/24/2024 | Stratos Wealth Advisors LLC | 10,134 | $467K | 0.0% | +11.3% | 0.015% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 8,608 | $396K | 0.0% | -14.6% | 0.013% | |
1/24/2024 | Allworth Financial LP | 5,635 | $260K | 0.0% | -10.9% | 0.008% | |
1/24/2024 | International Assets Investment Management LLC | 24,734 | $1.14M | 0.0% | +4,506.0% | 0.037% | |
1/23/2024 | Legacy Wealth Management Inc | 8,613,960 | $396.76M | 31.4% | +0.0% | 12.771% | |
1/23/2024 | TIAA Trust National Association | 8,413 | $388K | 0.0% | N/A | 0.012% | |
1/23/2024 | Private Ocean LLC | 796 | $37K | 0.0% | +73.4% | 0.001% | |
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1/18/2024 | Kaizen Financial Strategies | 10,467 | $482K | 0.4% | -51.4% | 0.016% | |
1/17/2024 | Sherrill & Hutchins Financial Advisory Inc | 18,800 | $866K | 0.8% | N/A | 0.028% | |
1/17/2024 | Red Door Wealth Management LLC | 11,032 | $508K | 0.1% | -6.0% | 0.016% | |
1/17/2024 | Armstrong Advisory Group Inc. | 1,246,826 | $57.43M | 5.6% | +1.7% | 1.849% | |
1/17/2024 | ZRC Wealth Management LLC | 3,332 | $153K | 0.1% | N/A | 0.005% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 8,697 | $401K | 0.0% | -4.8% | 0.013% | |
1/16/2024 | Raymond James & Associates | 9,959 | $459K | 0.0% | +53.9% | 0.015% | |
1/11/2024 | Thomasville National Bank | 4,500 | $207K | 0.0% | N/A | 0.007% | |
1/11/2024 | Omega Financial Group LLC | 7,252 | $334K | 0.1% | -18.6% | 0.011% | |
1/10/2024 | Sound Income Strategies LLC | 929 | $43K | 0.0% | N/A | 0.001% | |
1/9/2024 | Collective Family Office LLC | 23,831 | $1.10M | 0.4% | -10.2% | 0.035% | |
1/8/2024 | Pure Financial Advisors LLC | 5,547 | $255K | 0.0% | N/A | 0.008% | |
11/15/2023 | Axxcess Wealth Management LLC | 9,634 | $398K | 0.0% | -4.1% | 0.014% | |
11/14/2023 | SMI Advisory Services LLC | 12,115 | $513K | 0.2% | N/A | 0.018% | |
11/14/2023 | Tower Research Capital LLC TRC | 11,477 | $474K | 0.0% | +38.0% | 0.017% | |
11/13/2023 | Mariner LLC | 102,875 | $4.25M | 0.0% | -6.4% | 0.153% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 24,787,431 | $1.02B | 2.7% | +3.3% | 36.749% | |
11/13/2023 | Johnson Investment Counsel Inc. | 10,542 | $435K | 0.0% | +8.1% | 0.016% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 10,075 | $416K | 0.0% | -79.7% | 0.015% | |
11/9/2023 | Crewe Advisors LLC | 9,853 | $407K | 0.1% | +6.1% | 0.015% | |
11/8/2023 | Aptus Capital Advisors LLC | 14,830 | $612K | 0.0% | +22.9% | 0.022% | |
11/8/2023 | Element Wealth LLC | 3,512 | $145K | 0.1% | -16.8% | 0.005% | |
11/8/2023 | Atria Wealth Solutions Inc. | 12,726 | $526K | 0.0% | +22.2% | 0.019% | |
11/7/2023 | Waddell & Associates LLC | 981,993 | $40.56M | 5.9% | +0.9% | 1.456% | |
11/7/2023 | Acorn Wealth Advisors LLC | 5,223 | $216K | 0.1% | N/A | 0.008% | |
11/6/2023 | HBK Sorce Advisory LLC | 68,247 | $2.82M | 0.1% | -0.6% | 0.101% | |
11/4/2023 | Pinnacle Financial Partners Inc | 2,530 | $104K | 0.0% | -15.7% | 0.004% | |
11/3/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,676 | $276K | 0.0% | +11.0% | 0.010% | |
11/2/2023 | Red Tortoise LLC | 19,047 | $787K | 0.5% | +17.3% | 0.028% | |
10/31/2023 | Allworth Financial LP | 6,327 | $261K | 0.0% | +4.8% | 0.009% | |
10/25/2023 | Legacy Wealth Management Inc | 8,613,125 | $355.72M | 31.1% | -0.6% | 12.770% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 9,140 | $377K | 0.0% | -3.3% | 0.014% | |
10/24/2023 | Raymond James & Associates | 6,470 | $267K | 0.0% | +24.6% | 0.010% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,274 | $466K | 0.0% | +133.6% | 0.017% | |
10/20/2023 | U.S. Capital Wealth Advisors LLC | 6,809 | $281K | 0.0% | -11.5% | 0.010% | |
10/19/2023 | Red Door Wealth Management LLC | 11,734 | $485K | 0.1% | +6.4% | 0.017% | |
10/19/2023 | SOL Capital Management CO | 9,500 | $392K | 0.1% | -20.1% | 0.014% | |
10/18/2023 | Koshinski Asset Management Inc. | 5,298 | $219K | 0.0% | -7.7% | 0.008% | |
10/17/2023 | Meridian Wealth Management LLC | 10,440 | $431K | 0.0% | +100.5% | 0.015% | |
10/17/2023 | Cedar Brook Financial Partners LLC | 95,448 | $3.94M | 1.0% | +1.3% | 0.142% | |
10/16/2023 | Leavell Investment Management Inc. | 9,990 | $413K | 0.0% | -19.7% | 0.015% | |
10/13/2023 | Collective Family Office LLC | 26,531 | $1.10M | 0.4% | +8.4% | 0.039% | |
10/12/2023 | IFP Advisors Inc | 19,629 | $811K | 0.0% | -25.0% | 0.029% | |
10/11/2023 | Ronald Blue Trust Inc. | 792 | $34K | 0.0% | N/A | 0.001% | |
10/11/2023 | Armstrong Advisory Group Inc. | 1,225,565 | $50.62M | 5.5% | +1.9% | 1.817% | |
10/11/2023 | Omega Financial Group LLC | 8,911 | $368K | 0.2% | -7.0% | 0.013% | |
8/14/2023 | Guardian Wealth Advisors LLC NC | 11,562 | $495K | 0.1% | +35.5% | 0.017% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 23,996,209 | $1.03B | 2.6% | +3.0% | 35.576% | |
8/10/2023 | Johnson Investment Counsel Inc. | 9,751 | $417K | 0.0% | N/A | 0.014% | |
8/10/2023 | US Bancorp DE | 61,398 | $2.63M | 0.0% | +7.5% | 0.091% | |
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8/10/2023 | Cetera Advisors LLC | 10,895 | $466K | 0.0% | -11.5% | 0.016% | |
8/10/2023 | Cetera Investment Advisers | 14,705 | $629K | 0.0% | +3.1% | 0.022% | |
8/8/2023 | Vise Technologies Inc. | 9,132 | $391K | 0.1% | -23.9% | 0.014% | |
8/8/2023 | Kaizen Financial Strategies | 22,353 | $964K | 0.8% | +10.1% | 0.033% | |
8/4/2023 | HBK Sorce Advisory LLC | 68,677 | $2.94M | 0.1% | -52.1% | 0.102% | |
8/4/2023 | U.S. Capital Wealth Advisors LLC | 7,698 | $329K | 0.0% | -36.7% | 0.011% | |
8/4/2023 | IFP Advisors Inc | 26,176 | $706K | 0.0% | +25.3% | 0.039% | |
8/3/2023 | Atria Wealth Solutions Inc. | 10,415 | $446K | 0.0% | -2.3% | 0.015% | |
8/2/2023 | Bank of Montreal Can | 1,209 | $52K | 0.0% | N/A | 0.002% | |
8/2/2023 | McAdam LLC | 9,886 | $423K | 0.0% | +36.8% | 0.015% | |