5/15/2024 | Linscomb Wealth Inc. | 221,330 | $11.09M | 0.6% | -2.9% | 1.716% | |
5/14/2024 | InterOcean Capital Group LLC | 6,055 | $303K | 0.0% | N/A | 0.047% | |
5/9/2024 | Blair William & Co. IL | 10,695 | $536K | 0.0% | +5.3% | 0.083% | |
5/9/2024 | Kingsview Wealth Management LLC | 5,749 | $288K | 0.0% | -7.7% | 0.045% | |
5/8/2024 | Avantax Advisory Services Inc. | 42,559 | $2.13M | 0.0% | +2.7% | 0.330% | |
5/7/2024 | Insight Advisors LLC PA | 31,126 | $1.56M | 0.3% | -2.1% | 0.241% | |
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5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,406 | $221K | 0.0% | +9.0% | 0.034% | |
5/3/2024 | Smithbridge Asset Management Inc. DE | 57,094 | $2.86M | 0.6% | -0.5% | 0.441% | |
5/1/2024 | Leicht Financial Planning & Wealth Management Inc. | 4,390 | $220K | 0.1% | -43.1% | 0.034% | |
4/30/2024 | Private Advisor Group LLC | 68,970 | $3.46M | 0.0% | -14.8% | 0.533% | |
4/30/2024 | Culbertson A N & Co. Inc. | 62,787 | $3.15M | 0.5% | -0.8% | 0.485% | |
4/29/2024 | Commonwealth Equity Services LLC | 137,398 | $6.89M | 0.0% | -3.1% | 1.061% | |
4/24/2024 | PSI Advisors LLC | 7,311 | $366K | 0.1% | -3.9% | 0.056% | |
4/24/2024 | Oxler Private Wealth LLC | 16,782 | $841K | 0.3% | -2.1% | 0.130% | |
4/23/2024 | Precedent Wealth Partners LLC | 14,247 | $714K | 0.3% | +8.6% | 0.110% | |
4/23/2024 | Global Retirement Partners LLC | 134,191 | $6.73M | 0.3% | +28.4% | 1.036% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 182,047 | $9.12M | 0.0% | -57.8% | 1.406% | |
4/22/2024 | New Perspectives Inc | 32,371 | $1.62M | 0.9% | N/A | 0.250% | |
4/18/2024 | Claro Advisors LLC | 8,259 | $414K | 0.1% | -20.3% | 0.064% | |
4/17/2024 | Kathleen S. Wright Associates Inc. | 140,116 | $7.02M | 3.2% | -2.6% | 1.086% | |
4/16/2024 | Register Financial Advisors LLC | 1,868 | $94K | 0.0% | N/A | 0.014% | |
4/15/2024 | S.A. Mason LLC | 10,425 | $523K | 0.3% | -2.3% | 0.081% | |
4/11/2024 | &PARTNERS | 10,300 | $516K | 0.1% | +22.6% | 0.080% | |
4/11/2024 | RFG Advisory LLC | 8,011 | $402K | 0.0% | +5.1% | 0.062% | |
4/5/2024 | NBC Securities Inc. | 7,141 | $357K | 0.0% | +54.6% | 0.055% | |
2/15/2024 | Freedom Investment Management Inc. | 197,853 | $9.86M | 0.8% | N/A | 1.534% | |
2/13/2024 | Cetera Advisor Networks LLC | 196,511 | $9.79M | 0.1% | +1.5% | 1.523% | |
2/13/2024 | Essential Planning LLC. | 10,726 | $534K | 0.3% | -2.7% | 0.083% | |
2/13/2024 | Laurel Wealth Advisors LLC | 3,295 | $164K | 0.0% | +10.4% | 0.026% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 39,014 | $1.94M | 0.0% | +216.4% | 0.302% | |
2/12/2024 | Pine Valley Investments Ltd Liability Co | 6,639 | $331K | 0.0% | +10.0% | 0.051% | |
2/10/2024 | Linscomb & Williams Inc. | 227,998 | $11.36M | 0.6% | -5.7% | 1.767% | |
2/9/2024 | Nemes Rush Group LLC | 13,965 | $696K | 0.1% | +24.6% | 0.108% | |
2/9/2024 | UBS Group AG | 893,488 | $44.51M | 0.0% | +0.8% | 6.926% | |
2/8/2024 | Kingsview Wealth Management LLC | 6,230 | $310K | 0.0% | -3.5% | 0.048% | |
2/7/2024 | Avantax Advisory Services Inc. | 41,421 | $2.06M | 0.0% | -0.7% | 0.321% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 4,042 | $201K | 0.0% | N/A | 0.031% | |
2/7/2024 | NBC Securities Inc. | 4,619 | $230K | 0.0% | +20.9% | 0.036% | |
2/7/2024 | Collaborative Wealth Managment Inc. | 4,451 | $222K | 0.1% | N/A | 0.035% | |
2/7/2024 | Shore Point Advisors LLC | 283,235 | $14.11M | 8.7% | +3.6% | 2.196% | |
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2/7/2024 | Berger Financial Group Inc | 6,966 | $347K | 0.0% | -8.9% | 0.054% | |
2/6/2024 | Private Advisor Group LLC | 80,978 | $4.03M | 0.0% | +2.7% | 0.628% | |
2/6/2024 | 9258 Wealth Management LLC | 86,347 | $4.30M | 0.8% | -0.3% | 0.669% | |
2/5/2024 | Savant Capital LLC | 348,200 | $17.35M | 0.2% | -2.0% | 2.699% | |
2/2/2024 | Atria Wealth Solutions Inc. | 7,715 | $384K | 0.0% | -5.4% | 0.060% | |
2/1/2024 | NewSquare Capital LLC | 15,295 | $762K | 0.1% | -14.4% | 0.119% | |
2/1/2024 | Kathleen S. Wright Associates Inc. | 143,887 | $7.17M | 3.5% | -10.5% | 1.115% | |
1/31/2024 | Institute for Wealth Management LLC. | 4,290 | $214K | 0.0% | N/A | 0.033% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 4,001 | $199K | 0.1% | N/A | 0.031% | |
1/25/2024 | Means Investment CO. Inc. | 16,375 | $816K | 0.1% | -8.2% | 0.127% | |
1/24/2024 | International Assets Investment Management LLC | 4,534 | $226K | 0.0% | N/A | 0.035% | |
1/23/2024 | Insight Advisors LLC PA | 31,806 | $1.59M | 0.3% | -2.5% | 0.247% | |
1/22/2024 | Essex Savings Bank | 4,200 | $209K | 0.1% | N/A | 0.033% | |
1/22/2024 | Claro Advisors LLC | 10,360 | $516K | 0.1% | +2.1% | 0.080% | |
1/18/2024 | Precedent Wealth Partners LLC | 13,113 | $653K | 0.3% | N/A | 0.102% | |
1/18/2024 | Global Retirement Partners LLC | 104,505 | $4.88M | 0.2% | +27.9% | 0.810% | |
1/18/2024 | Smithbridge Asset Management Inc. DE | 57,357 | $2.86M | 0.7% | -0.5% | 0.445% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 431,859 | $21.52M | 0.0% | -2.4% | 3.348% | |
1/16/2024 | Raymond James & Associates | 42,243 | $2.11M | 0.0% | +8.3% | 0.327% | |
1/16/2024 | Leicht Financial Planning & Wealth Management Inc. | 7,709 | $384K | 0.2% | N/A | 0.060% | |
1/12/2024 | Herbst Group LLC | 34,394 | $1.71M | 1.1% | -18.9% | 0.267% | |
1/12/2024 | Sweet Financial Partners LLC | 12,000 | $598K | 0.1% | +9.1% | 0.093% | |
11/30/2023 | Modera Wealth Management LLC | 6,821 | $295K | 0.0% | N/A | 0.053% | |
11/15/2023 | Laurel Wealth Advisors LLC | 2,985 | $129K | 0.0% | +15.9% | 0.023% | |
11/14/2023 | Tyler Stone Wealth Management | 11,053 | $478K | 0.3% | -11.5% | 0.086% | |
11/13/2023 | Stifel Financial Corp | 46,844 | $2.03M | 0.0% | +0.6% | 0.363% | |
11/13/2023 | True Wealth Design LLC | 19,646 | $850K | 0.3% | -4.7% | 0.152% | |
11/13/2023 | LPL Financial LLC | 469,971 | $20.34M | 0.0% | +3.0% | 3.643% | |
11/13/2023 | Envestnet Asset Management Inc. | 135,262 | $5.85M | 0.0% | -5.1% | 1.049% | |
11/13/2023 | Kestra Advisory Services LLC | 20,853 | $902K | 0.0% | +86.3% | 0.162% | |
11/9/2023 | Nemes Rush Group LLC | 11,204 | $485K | 0.1% | +180.7% | 0.087% | |
11/9/2023 | UBS Group AG | 886,447 | $38.36M | 0.0% | -2.1% | 6.872% | |
11/8/2023 | HighTower Advisors LLC | 31,863 | $1.38M | 0.0% | -4.2% | 0.247% | |
11/8/2023 | Essential Planning LLC. | 11,023 | $477K | 0.3% | -6.8% | 0.085% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 47,907 | $2.07M | 0.0% | -2.0% | 0.371% | |
11/8/2023 | Avantax Advisory Services Inc. | 41,727 | $1.81M | 0.0% | +3.7% | 0.323% | |
11/8/2023 | Forefront Analytics LLC | 33,175 | $1.44M | 0.8% | -1.5% | 0.257% | |
11/7/2023 | Insight Advisors LLC PA | 32,623 | $1.41M | 0.3% | -2.6% | 0.253% | |
11/7/2023 | Savant Capital LLC | 355,360 | $15.38M | 0.2% | -4.4% | 2.755% | |
11/4/2023 | NBC Securities Inc. | 3,820 | $165K | 0.0% | N/A | 0.030% | |
11/3/2023 | Private Advisor Group LLC | 78,840 | $3.41M | 0.0% | +3.5% | 0.611% | |
10/26/2023 | 3D L Capital Management LLC | 201,526 | $8.72M | 2.8% | -8.7% | 1.562% | |
10/25/2023 | Smithbridge Asset Management Inc. DE | 57,638 | $2.49M | 0.6% | -40.7% | 0.447% | |
10/25/2023 | Means Investment CO. Inc. | 17,841 | $772K | 0.1% | -6.9% | 0.138% | |
10/24/2023 | Legacy Financial Group LLC | 2,578 | $112K | 0.0% | N/A | 0.020% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 442,652 | $19.15M | 0.0% | +11.2% | 3.431% | |
10/24/2023 | Raymond James & Associates | 39,022 | $1.69M | 0.0% | +127.0% | 0.302% | |
10/23/2023 | Commonwealth Equity Services LLC | 173,003 | $7.49M | 0.0% | +0.3% | 1.341% | |
10/23/2023 | Kathleen S. Wright Associates Inc. | 160,776 | $6.96M | 3.8% | -2.6% | 1.246% | |
10/17/2023 | DAVENPORT & Co LLC | 17,545 | $759K | 0.0% | +4.0% | 0.136% | |
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10/17/2023 | Flagship Harbor Advisors LLC | 14,593 | $631K | 0.1% | -3.2% | 0.113% | |
10/16/2023 | Shore Point Advisors LLC | 273,506 | $11.84M | 8.6% | +4.2% | 2.120% | |
10/16/2023 | Herbst Group LLC | 42,394 | $1.83M | 1.3% | +0.8% | 0.329% | |
10/16/2023 | RFG Advisory LLC | 7,443 | $322K | 0.0% | -21.3% | 0.058% | |
10/13/2023 | PSI Advisors LLC | 7,594 | $329K | 0.1% | -4.3% | 0.059% | |
10/13/2023 | Global Retirement Partners LLC | 81,680 | $3.43M | 0.2% | +17.5% | 0.633% | |
10/12/2023 | Horizons Wealth Management | 1,002 | $43K | 0.0% | -38.5% | 0.008% | |
10/12/2023 | Oxler Private Wealth LLC | 17,100 | $740K | 0.4% | -3.4% | 0.133% | |
10/11/2023 | AE Wealth Management LLC | 84,073 | $3.64M | 0.0% | -0.5% | 0.652% | |
10/10/2023 | Linscomb & Williams Inc. | 241,714 | $10.46M | 0.6% | -6.5% | 1.874% | |