7/23/2025 | Dohj LLC | 389,766 | $6.60M | 1.8% | +7.0% | 2.444% | |
7/23/2025 | Detalus Advisors LLC | 25,646 | $443K | 0.1% | +15.6% | 0.161% | |
7/21/2025 | Ascent Group LLC | 49,004 | $846K | 0.0% | +82.3% | 0.307% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 47,588 | $821K | 0.0% | -13.4% | 0.298% | |
7/18/2025 | PFG Investments LLC | 15,160 | $262K | 0.0% | -9.2% | 0.095% | |
7/17/2025 | Janney Capital Management LLC | 143,426 | $2.48M | 0.2% | -1.0% | 0.899% | |
7/17/2025 | Kavar Capital Partners Group LLC | 12,500 | $216K | 0.0% | N/A | 0.078% | |
7/17/2025 | Keystone Global Partners LLC | 3,354 | $58K | 0.0% | -77.7% | 0.021% | |
7/14/2025 | MY Wealth Management Inc. | 253,241 | $4.37M | 4.2% | N/A | 1.588% | |
7/10/2025 | IMPACTfolio LLC | 156,672 | $2.70M | 1.3% | +3.3% | 0.985% | |
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7/10/2025 | Wealth Enhancement Advisory Services LLC | 27,362 | $473K | 0.0% | -4.7% | 0.172% | |
7/8/2025 | Juncture Wealth Strategies LLC | 31,962 | $552K | 0.2% | +3.5% | 0.201% | |
7/8/2025 | Gradient Investments LLC | 90,573 | $1.56M | 0.0% | N/A | 0.570% | |
5/19/2025 | Jane Street Group LLC | 54,853 | $940K | 0.0% | N/A | 0.348% | |
5/16/2025 | Ascent Group LLC | 26,885 | $461K | 0.0% | N/A | 0.171% | |
5/16/2025 | Jones Financial Companies Lllp | 22,261 | $382K | 0.0% | +9.6% | 0.141% | |
5/16/2025 | Integrated Wealth Concepts LLC | 116,485 | $2.00M | 0.0% | -36.2% | 0.740% | |
5/14/2025 | Freedom Investment Management Inc. | 51,140 | $876K | 0.1% | -34.4% | 0.325% | |
5/14/2025 | Flow Traders U.S. LLC | 39,387 | $675K | 0.0% | N/A | 0.250% | |
5/14/2025 | M Holdings Securities Inc. | 613,049 | $10.51M | 1.7% | +7.9% | 3.892% | |
5/13/2025 | Keystone Global Partners LLC | 15,022 | $257K | 0.2% | N/A | 0.095% | |
5/13/2025 | HighTower Advisors LLC | 13,865 | $238K | 0.0% | -12.3% | 0.088% | |
5/12/2025 | Condor Capital Management | 214,518 | $3.68M | 0.3% | +4.4% | 1.362% | |
5/9/2025 | WealthShield Partners LLC | 15,813 | $271K | 0.0% | +218.7% | 0.100% | |
5/8/2025 | Harbour Investments Inc. | 5,091 | $87K | 0.0% | +15.0% | 0.033% | |
5/8/2025 | Arkadios Wealth Advisors | 31,200 | $535K | 0.0% | +14.3% | 0.201% | |
5/7/2025 | Prosperity Consulting Group LLC | 175,920 | $3.01M | 0.2% | -5.2% | 1.135% | |
5/7/2025 | LPL Financial LLC | 504,161 | $8.64M | 0.0% | -8.9% | 3.253% | |
5/5/2025 | IFP Advisors Inc | 8,000 | $137K | 0.0% | N/A | 0.052% | |
5/5/2025 | FAS Wealth Partners Inc. | 40,400 | $692K | 0.1% | +2.9% | 0.261% | |
5/5/2025 | Private Advisor Group LLC | 62,258 | $1.07M | 0.0% | +5.7% | 0.402% | |
4/30/2025 | Cerity Partners LLC | 197,042 | $3.38M | 0.0% | +2.3% | 1.271% | |
4/30/2025 | Allworth Financial LP | 1,771,043 | $30.11M | 0.2% | +8.4% | 11.426% | |
4/30/2025 | Axxcess Wealth Management LLC | 19,800 | $339K | 0.0% | +39.4% | 0.128% | |
4/29/2025 | Liberty Square Wealth Partners LLC | 32,509 | $557K | 0.2% | +2.0% | 0.210% | |
4/29/2025 | Envestnet Asset Management Inc. | 96,444 | $1.65M | 0.0% | -5.0% | 0.622% | |
4/28/2025 | Detalus Advisors LLC | 22,181 | $380K | 0.1% | +11.2% | 0.143% | |
4/25/2025 | IMPACTfolio LLC | 151,597 | $2.60M | 1.4% | +9.7% | 0.978% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 54,963 | $942K | 0.0% | -14.4% | 0.355% | |
4/23/2025 | Golden State Wealth Management LLC | 15,178 | $260K | 0.0% | +95.1% | 0.098% | |
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4/22/2025 | Flagship Harbor Advisors LLC | 11,131 | $191K | 0.0% | N/A | 0.072% | |
4/21/2025 | Janney Capital Management LLC | 144,874 | $2.48M | 0.2% | +0.9% | 0.935% | |
4/17/2025 | Dohj LLC | 364,304 | $6.24M | 1.4% | -0.8% | 2.350% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,721 | $492K | 0.0% | +12.5% | 0.185% | |
4/10/2025 | Brand Asset Management Group Inc. | 11,658 | $200K | 0.1% | -8.8% | 0.075% | |
4/9/2025 | Capital Asset Advisory Services LLC | 19,800 | $339K | 0.0% | +39.4% | 0.128% | |
4/9/2025 | Merit Financial Group LLC | 39,314 | $674K | 0.0% | +31.1% | 0.254% | |
3/3/2025 | Fluent Financial LLC | 17,030 | $291K | 0.1% | +45.2% | 0.107% | |
2/24/2025 | Liberty Square Wealth Partners LLC | 31,857 | $547K | 0.2% | N/A | 0.200% | |
2/18/2025 | MidWestOne Financial Group Inc. | 171,171 | $2.93M | 0.4% | +21.0% | 1.137% | |
2/17/2025 | Bank of America Corp DE | 2,831,063 | $48.38M | 0.0% | +4.3% | 18.811% | |
2/17/2025 | Ameriprise Financial Inc. | 407,821 | $6.98M | 0.0% | +32.3% | 2.710% | |
2/14/2025 | FAS Wealth Partners Inc. | 39,244 | $671K | 0.1% | +3.6% | 0.261% | |
2/14/2025 | Rehmann Capital Advisory Group | 62,113 | $1.06M | 0.1% | -6.6% | 0.413% | |
2/14/2025 | Comerica Bank | 43,927 | $751K | 0.0% | +495.0% | 0.292% | |
2/14/2025 | Prosperity Consulting Group LLC | 185,647 | $3.17M | 0.2% | -3.7% | 1.234% | |
2/14/2025 | Integrated Wealth Concepts LLC | 182,524 | $3.12M | 0.0% | +162.2% | 1.213% | |
2/14/2025 | Stifel Financial Corp | 209,624 | $3.58M | 0.0% | -2.1% | 1.393% | |
2/14/2025 | Transce3nd LLC | 10,731 | $183K | 0.1% | N/A | 0.071% | |
2/14/2025 | MML Investors Services LLC | 101,611 | $1.74M | 0.0% | -0.6% | 0.675% | |
2/14/2025 | Freedom Investment Management Inc. | 77,911 | $1.33M | 0.1% | +0.8% | 0.518% | |
2/13/2025 | M Holdings Securities Inc. | 567,971 | $9.71M | 1.5% | -0.8% | 3.774% | |
2/13/2025 | Summit Investment Advisors Inc. | 51,340 | $877K | 0.8% | +7.0% | 0.341% | |
2/13/2025 | Raymond James Financial Inc. | 73,822 | $1.26M | 0.0% | N/A | 0.491% | |
2/13/2025 | Cerity Partners LLC | 192,652 | $3.29M | 0.0% | +3.9% | 1.280% | |
2/13/2025 | Envestnet Asset Management Inc. | 101,544 | $1.74M | 0.0% | +12.1% | 0.675% | |
2/13/2025 | Wells Fargo & Company MN | 621,294 | $10.62M | 0.0% | -3.2% | 4.128% | |
2/12/2025 | JPMorgan Chase & Co. | 523,960 | $8.95M | 0.0% | +68.4% | 3.481% | |
2/11/2025 | LPL Financial LLC | 553,642 | $9.46M | 0.0% | -15.0% | 3.679% | |
2/11/2025 | M Holdings Securities Inc. | 9,707 | $166K | 0.1% | -98.3% | 0.064% | |
2/11/2025 | Sei Investments Co. | 211,622 | $3.62M | 0.0% | +3.4% | 1.406% | |
2/11/2025 | Condor Capital Management | 205,433 | $3.51M | 0.3% | +3.5% | 1.365% | |
2/10/2025 | Commonwealth Equity Services LLC | 29,592 | $506K | 0.0% | +17.2% | 0.197% | |
2/7/2025 | HighTower Advisors LLC | 15,811 | $270K | 0.0% | -9.7% | 0.105% | |
2/6/2025 | Raymond James Financial Inc. | 73,822 | $1.26M | 0.0% | N/A | 0.491% | |
2/6/2025 | Detalus Advisors LLC | 19,953 | $341K | 0.1% | -29.1% | 0.133% | |
2/6/2025 | Jones Financial Companies Lllp | 20,309 | $347K | 0.0% | +98.3% | 0.135% | |
2/5/2025 | Providence First Trust Co | 2,828 | $48K | 0.0% | N/A | 0.019% | |
2/4/2025 | WealthShield Partners LLC | 4,962 | $85K | 0.0% | -41.3% | 0.033% | |
2/4/2025 | Cherry Tree Wealth Management LLC | 12,472 | $213K | 0.1% | -5.1% | 0.083% | |
2/3/2025 | Private Advisor Group LLC | 58,891 | $1.01M | 0.0% | +30.0% | 0.391% | |
1/31/2025 | Atria Wealth Solutions Inc. | 13,162 | $225K | 0.0% | N/A | 0.087% | |
1/30/2025 | Strategic Financial Concepts LLC | 14,393 | $246K | 0.0% | N/A | 0.096% | |
1/30/2025 | Allworth Financial LP | 1,633,544 | $28.00M | 0.2% | +29.9% | 10.854% | |
1/29/2025 | PrairieView Partners LLC | 293,041 | $5.01M | 0.5% | -2.5% | 1.947% | |
1/28/2025 | Golden State Wealth Management LLC | 7,778 | $133K | 0.0% | N/A | 0.052% | |
1/28/2025 | Strategic Financial Concepts LLC | 14,393 | $246K | 0.0% | N/A | 0.096% | |
1/24/2025 | Leisure Capital Management | 23,171 | $396K | 0.2% | N/A | 0.154% | |
1/24/2025 | Evermay Wealth Management LLC | 9,472 | $162K | 0.0% | -33.9% | 0.063% | |
1/24/2025 | Dohj LLC | 367,189 | $6.28M | 1.4% | +4.1% | 2.440% | |
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1/22/2025 | PFG Investments LLC | 16,747 | $286K | 0.0% | -3.9% | 0.111% | |
1/21/2025 | Juncture Wealth Strategies LLC | 30,812 | $527K | 0.2% | -30.4% | 0.205% | |
1/17/2025 | Bartlett & CO. Wealth Management LLC | 64,178 | $1.10M | 0.0% | -6.2% | 0.426% | |
1/17/2025 | Janney Capital Management LLC | 143,606 | $2.45M | 0.2% | N/A | 0.954% | |
1/15/2025 | Arkadios Wealth Advisors | 27,300 | $467K | 0.0% | N/A | 0.181% | |
1/15/2025 | Wealthcare Advisory Partners LLC | 22,135 | $378K | 0.0% | -12.1% | 0.147% | |
1/10/2025 | ST Germain D J Co. Inc. | 5,311 | $91K | 0.0% | N/A | 0.035% | |
1/2/2025 | IMPACTfolio LLC | 138,240 | $2.36M | 1.2% | +4.7% | 0.919% | |
12/26/2024 | JPMorgan Chase & Co. | 311,121 | $5.38M | 0.0% | +10.9% | 2.067% | |
11/25/2024 | Sanctuary Advisors LLC | 101,864 | $1.75M | 0.0% | -2.5% | 0.677% | |