3/14/2024 | Leo Wealth LLC | 43,821 | $1.01M | 0.1% | N/A | 0.142% | |
3/13/2024 | MONECO Advisors LLC | 21,669 | $0.49M | 0.1% | +8.5% | 0.070% | |
3/1/2024 | Goldman Sachs Group Inc. | 752,188 | $17.10M | 0.0% | N/A | 2.442% | |
2/20/2024 | Voisard Asset Management Group Inc. | 25,661 | $0.58M | 0.4% | N/A | 0.083% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 209,990 | $4.77M | 0.0% | -16.2% | 0.682% | |
2/15/2024 | Freedom Investment Management Inc. | 11,200 | $0.26M | 0.0% | -5.2% | 0.036% | |
|
2/14/2024 | Royal Bank of Canada | 113,593 | $2.58M | 0.0% | -3.4% | 0.369% | |
2/14/2024 | Kestra Advisory Services LLC | 24,353 | $0.55M | 0.0% | +90.4% | 0.079% | |
2/14/2024 | MGO One Seven LLC | 15,699 | $0.36M | 0.0% | +39.6% | 0.051% | |
2/13/2024 | Envestnet Asset Management Inc. | 588,861 | $13.39M | 0.0% | +174.4% | 1.912% | |
2/13/2024 | Stephens Inc. AR | 21,090 | $0.48M | 0.0% | +12.7% | 0.068% | |
2/13/2024 | Cetera Advisor Networks LLC | 115,051 | $2.62M | 0.0% | +101.9% | 0.374% | |
2/13/2024 | Goldman Sachs Group Inc. | 752,188 | $17.10M | 0.0% | N/A | 2.442% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 104,561 | $2.38M | 1.1% | -11.4% | 0.339% | |
2/12/2024 | Stifel Financial Corp | 79,800 | $1.81M | 0.0% | +5.7% | 0.259% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 22,225 | $0.51M | 0.0% | +3.0% | 0.072% | |
2/12/2024 | Parallel Advisors LLC | 2,757 | $63K | 0.0% | N/A | 0.009% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 46,015 | $1.05M | 0.0% | -4.6% | 0.149% | |
2/9/2024 | Wells Fargo & Company MN | 939,589 | $21.36M | 0.0% | +4.5% | 3.051% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 51,281 | $1.17M | 0.1% | -1.3% | 0.166% | |
2/9/2024 | UBS Group AG | 305,150 | $6.94M | 0.0% | -57.4% | 0.991% | |
2/8/2024 | Brown Advisory Inc. | 29,728 | $0.68M | 0.0% | +42.8% | 0.097% | |
2/8/2024 | Verity Asset Management Inc. | 19,545 | $0.44M | 0.3% | N/A | 0.063% | |
2/8/2024 | FCA Corp TX | 44,628 | $1.01M | 0.3% | +4.7% | 0.145% | |
2/8/2024 | Janney Montgomery Scott LLC | 45,917 | $1.04M | 0.0% | -3.7% | 0.149% | |
2/7/2024 | Avantax Advisory Services Inc. | 17,507 | $0.40M | 0.0% | +7.2% | 0.057% | |
2/7/2024 | AlphaStar Capital Management LLC | 28,011 | $0.64M | 0.1% | +2.8% | 0.091% | |
2/6/2024 | Evexia Wealth LLC | 37,185 | $0.85M | 0.4% | N/A | 0.121% | |
2/6/2024 | Private Advisor Group LLC | 258,665 | $5.88M | 0.0% | +27.5% | 0.840% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 35,022 | $0.80M | 0.0% | +99.5% | 0.114% | |
2/6/2024 | TCG Advisory Services LLC | 64,453 | $1.47M | 0.1% | +13.6% | 0.209% | |
2/6/2024 | Merit Financial Group LLC | 9,477 | $0.22M | 0.0% | -93.3% | 0.031% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,755 | $40K | 0.0% | +634.3% | 0.006% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 93,151 | $2.12M | 0.1% | -14.4% | 0.302% | |
2/5/2024 | Oder Investment Management LLC | 128,206 | $2.91M | 2.9% | +24.0% | 0.416% | |
2/5/2024 | MONECO Advisors LLC | 21,424 | $0.49M | 0.1% | +8.6% | 0.070% | |
2/5/2024 | Altrius Capital Management Inc | 42,828 | $0.97M | 0.3% | +2.8% | 0.139% | |
2/5/2024 | Flaharty Asset Management LLC | 34,900 | $0.79M | 0.1% | N/A | 0.113% | |
2/2/2024 | Atria Wealth Solutions Inc. | 26,101 | $0.59M | 0.0% | +22.2% | 0.085% | |
2/1/2024 | Larson Financial Group LLC | 30,137 | $0.69M | 0.1% | +542.3% | 0.098% | |
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2/1/2024 | CWM LLC | 261,571 | $5.95M | 0.0% | -8.9% | 0.858% | |
1/31/2024 | Western Wealth Management LLC | 64,281 | $1.46M | 0.1% | +57.6% | 0.211% | |
1/31/2024 | SFE Investment Counsel | 281,300 | $6.39M | 1.7% | -7.1% | 0.922% | |
1/31/2024 | OLD Second National Bank of Aurora | 35,259 | $0.80M | 0.2% | +83.9% | 0.116% | |
1/31/2024 | Key Financial Inc | 13,584 | $0.31M | 0.1% | +59.5% | 0.045% | |
1/30/2024 | Capital Analysts LLC | 34,427 | $0.78M | 0.0% | +15.1% | 0.113% | |
1/30/2024 | Private Client Services LLC | 82,410 | $1.87M | 1.5% | N/A | 0.270% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 77,991 | $1.77M | 0.1% | -7.9% | 0.256% | |
1/30/2024 | River Street Advisors LLC | 27,756 | $0.63M | 0.5% | +83.2% | 0.091% | |
1/29/2024 | Consolidated Portfolio Review Corp | 14,827 | $0.34M | 0.1% | +8.2% | 0.049% | |
1/26/2024 | S.E.E.D. Planning Group LLC | 88,424 | $2.01M | 0.8% | -38.0% | 0.290% | |
1/26/2024 | Geneos Wealth Management Inc. | 13,822 | $0.31M | 0.0% | +58.9% | 0.045% | |
1/26/2024 | WESPAC Advisors LLC | 34,355 | $0.78M | 0.5% | +14.1% | 0.113% | |
1/26/2024 | Segment Wealth Management LLC | 33,883 | $0.77M | 0.1% | +29.7% | 0.111% | |
1/25/2024 | RFG Advisory LLC | 10,527 | $0.24M | 0.0% | N/A | 0.035% | |
1/23/2024 | Advisory Alpha LLC | 239,254 | $5.44M | 0.2% | +5.2% | 0.784% | |
1/23/2024 | Camelot Portfolios LLC | 17,378 | $0.40M | 0.2% | +50.8% | 0.057% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 115,840 | $2.63M | 1.0% | -8.2% | 0.380% | |
1/22/2024 | Legacy Financial Group LLC | 18,831 | $0.43M | 1.9% | -96.8% | 0.062% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 127,005 | $2.89M | 1.0% | +95.4% | 0.416% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 52,333 | $1.19M | 0.5% | +5.2% | 0.172% | |
1/19/2024 | IRON Financial LLC | 35,128 | $0.80M | 0.5% | -36.4% | 0.115% | |
1/19/2024 | Ironwood Wealth Management LLC. | 468,499 | $10.65M | 3.6% | -5.8% | 1.536% | |
1/19/2024 | Chatham Capital Group Inc. | 269,055 | $6.12M | 1.2% | -1.9% | 0.882% | |
1/19/2024 | Mirador Capital Partners LP | 921,758 | $20.95M | 4.4% | +2,316.6% | 3.022% | |
1/18/2024 | Gradient Investments LLC | 45,704 | $1.04M | 0.0% | +194.5% | 0.150% | |
1/18/2024 | Global Retirement Partners LLC | 3,718 | $85K | 0.0% | -27.6% | 0.012% | |
1/18/2024 | Ballew Advisors Inc | 56,525 | $1.29M | 1.0% | +32.2% | 0.185% | |
1/17/2024 | IFG Advisory LLC | 17,669 | $0.40M | 0.0% | N/A | 0.058% | |
1/17/2024 | Sterling Financial Group Inc. | 580,504 | $13.20M | 7.8% | +2.2% | 1.903% | |
1/17/2024 | Sound Stewardship LLC | 91,473 | $2.08M | 1.4% | -5.6% | 0.307% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 391,829 | $8.91M | 0.0% | +439.9% | 1.315% | |
1/16/2024 | Raymond James & Associates | 64,093 | $1.46M | 0.0% | +33.2% | 0.215% | |
1/16/2024 | Wealthstar Advisors LLC | 18,429 | $0.42M | 0.1% | +5.7% | 0.062% | |
1/16/2024 | Wealthsource Partners LLC | 138,797 | $3.16M | 0.2% | +19.5% | 0.466% | |
1/12/2024 | Atwood & Palmer Inc. | 6,150 | $0.14M | 0.0% | -8.2% | 0.021% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 8,886 | $0.20M | 0.0% | N/A | 0.030% | |
1/12/2024 | Trilogy Capital Inc. | 22,159 | $0.50M | 0.0% | N/A | 0.074% | |
1/11/2024 | Brookstone Capital Management | 38,124 | $0.87M | 0.0% | -13.8% | 0.132% | |
1/10/2024 | Quad Cities Investment Group LLC | 18,080 | $0.41M | 0.3% | +4.1% | 0.063% | |
1/9/2024 | IFP Advisors Inc | 89,947 | $2.04M | 0.1% | +23.2% | 0.311% | |
1/9/2024 | Collective Family Office LLC | 165,752 | $3.77M | 1.3% | +13.7% | 0.574% | |
1/8/2024 | Horizons Wealth Management | 130,894 | $2.98M | 1.9% | +39.0% | 0.453% | |
11/21/2023 | Comerica Bank | 18,918 | $0.43M | 0.0% | N/A | 0.037% | |
11/15/2023 | Integrated Wealth Concepts LLC | 516,131 | $11.60M | 0.2% | -3.8% | 1.000% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 250,557 | $5.63M | 0.0% | +7.1% | 0.486% | |
11/15/2023 | Royal Bank of Canada | 117,626 | $2.64M | 0.0% | +3.6% | 0.228% | |
11/15/2023 | Ameriprise Financial Inc. | 51,789 | $1.16M | 0.0% | -53.4% | 0.100% | |
11/14/2023 | Tyler Stone Wealth Management | 52,023 | $1.17M | 0.7% | +59.6% | 0.101% | |
11/14/2023 | Private Advisory Group LLC | 18,472 | $0.42M | 0.1% | +4.0% | 0.036% | |
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11/13/2023 | Wright Fund Management LLC | 550,700 | $12.38M | 0.6% | N/A | 1.067% | |
11/13/2023 | Certified Advisory Corp | 13,323 | $0.30M | 0.0% | N/A | 0.026% | |
11/13/2023 | Stifel Financial Corp | 75,468 | $1.70M | 0.0% | +2.6% | 0.146% | |
11/13/2023 | LPL Financial LLC | 710,478 | $15.97M | 0.0% | +22.0% | 1.377% | |
11/13/2023 | Robertson Stephens Wealth Management LLC | 108,759 | $2.45M | 0.2% | -32.3% | 0.211% | |
11/13/2023 | Meridian Wealth Advisors LLC | 13,902 | $0.31M | 0.1% | -10.3% | 0.027% | |
11/13/2023 | RPg Family Wealth Advisory LLC | 126,160 | $2.84M | 1.2% | +8.4% | 0.244% | |
11/13/2023 | Envestnet Asset Management Inc. | 214,604 | $4.82M | 0.0% | +30.2% | 0.416% | |
11/13/2023 | Wealthsource Partners LLC | 116,167 | $2.61M | 0.2% | +4.2% | 0.225% | |
11/13/2023 | FCA Corp TX | 42,611 | $0.96M | 0.3% | N/A | 0.083% | |