7/26/2024 | AlphaStar Capital Management LLC | 39,287 | $975K | 0.1% | +22.0% | 0.504% | |
7/26/2024 | First Command Advisory Services Inc. | 6,529 | $162K | 0.0% | +194.2% | 0.084% | |
7/26/2024 | Paulson Wealth Management Inc. | 34,560 | $858K | 0.3% | +20.2% | 0.443% | |
7/25/2024 | Hills Bank & Trust Co | 13,105 | $325K | 0.0% | N/A | 0.168% | |
7/25/2024 | Levy Wealth Management Group LLC | 10,497 | $261K | 0.1% | -16.0% | 0.135% | |
7/25/2024 | Atlantic Union Bankshares Corp | 74,114 | $1.84M | 0.1% | +15.3% | 0.950% | |
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7/24/2024 | Secure Asset Management LLC | 26,302 | $653K | 0.1% | +5.0% | 0.337% | |
7/23/2024 | Precedent Wealth Partners LLC | 37,404 | $928K | 0.4% | +1.9% | 0.480% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 15,794 | $392K | 0.2% | -38.0% | 0.202% | |
7/22/2024 | Horizons Wealth Management | 12,171 | $303K | 0.2% | -48.8% | 0.156% | |
7/22/2024 | Focus Financial Network Inc. | 74,665 | $1.86M | 0.1% | -1.5% | 0.957% | |
7/22/2024 | Hobbs Group Advisors LLC | 42,859 | $1.06M | 0.4% | N/A | 0.549% | |
7/22/2024 | Carnegie Investment Counsel | 32,412 | $804K | 0.0% | -11.6% | 0.416% | |
7/22/2024 | Denver Wealth Management Inc. | 39,324 | $976K | 0.5% | -18.3% | 0.504% | |
7/19/2024 | MONECO Advisors LLC | 15,600 | $387K | 0.1% | +90.3% | 0.200% | |
7/19/2024 | Raymond James & Associates | 87,769 | $2.18M | 0.0% | -8.1% | 1.125% | |
7/16/2024 | Cornerstone Wealth Management LLC | 38,060 | $945K | 0.1% | +5.4% | 0.488% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 82,218 | $2.04M | 0.0% | N/A | 1.054% | |
7/16/2024 | AA Financial Advisors LLC | 34,901 | $866K | 0.3% | +9.7% | 0.447% | |
7/12/2024 | Diversify Advisory Services LLC | 8,069 | $200K | 0.0% | N/A | 0.103% | |
7/12/2024 | CRA Financial Services LLC | 9,000 | $223K | 0.0% | N/A | 0.115% | |
7/10/2024 | CGN Advisors LLC | 64,540 | $1.60M | 0.2% | -10.3% | 0.827% | |
7/1/2024 | Confluence Investment Management LLC | 141,224 | $3.51M | 0.1% | -0.9% | 1.744% | |
5/16/2024 | Jane Street Group LLC | 646,033 | $16.01M | 0.0% | +646.8% | 7.976% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 17,749 | $440K | 0.1% | +48.1% | 0.219% | |
5/13/2024 | PAX Financial Group LLC | 42,408 | $1.05M | 0.2% | -7.0% | 0.524% | |
5/6/2024 | OLD Second National Bank of Aurora | 33,543 | $831K | 0.2% | -30.1% | 0.414% | |
5/4/2024 | Paulson Wealth Management Inc. | 28,749 | $712K | 0.2% | +6.7% | 0.355% | |
5/3/2024 | AA Financial Advisors LLC | 31,825 | $789K | 0.3% | +7.7% | 0.393% | |
5/2/2024 | First Command Advisory Services Inc. | 2,219 | $55K | 0.0% | N/A | 0.027% | |
5/1/2024 | Resonant Capital Advisors LLC | 73,870 | $1.83M | 0.2% | -24.7% | 0.912% | |
4/30/2024 | Private Advisor Group LLC | 52,071 | $1.29M | 0.0% | +1.2% | 0.643% | |
4/30/2024 | Foundry Financial Group Inc. | 9,790 | $243K | 0.2% | -39.2% | 0.121% | |
4/29/2024 | Commonwealth Equity Services LLC | 204,243 | $5.06M | 0.0% | -28.2% | 2.522% | |
4/26/2024 | MONECO Advisors LLC | 8,196 | $203K | 0.0% | -9.4% | 0.101% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 70,895 | $1.76M | 0.0% | +94.0% | 0.875% | |
4/23/2024 | Precedent Wealth Partners LLC | 36,719 | $910K | 0.4% | +11.8% | 0.453% | |
4/19/2024 | Cornerstone Wealth Management LLC | 36,101 | $895K | 0.1% | -7.7% | 0.440% | |
4/18/2024 | Claro Advisors LLC | 16,829 | $417K | 0.1% | -23.2% | 0.205% | |
4/18/2024 | Mirador Capital Partners LP | 30,378 | $753K | 0.1% | -20.5% | 0.370% | |
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4/17/2024 | River Street Advisors LLC | 38,012 | $942K | 0.6% | N/A | 0.464% | |
4/16/2024 | OneAscent Financial Services LLC | 266,189 | $6.60M | 0.7% | +4.6% | 3.246% | |
4/16/2024 | Webster Bank N. A. | 32,810 | $813K | 0.1% | -1.8% | 0.400% | |
4/16/2024 | Atlantic Union Bankshares Corp | 64,297 | $1.59M | 0.1% | +6.0% | 0.784% | |
4/12/2024 | CGN Advisors LLC | 71,970 | $1.78M | 0.2% | -28.2% | 0.878% | |
4/10/2024 | Sterling Financial Group Inc. | 9,366 | $232K | 0.1% | -68.2% | 0.114% | |
4/10/2024 | BCS Wealth Management | 9,644 | $239K | 0.1% | +11.7% | 0.118% | |
4/10/2024 | Lantz Financial LLC | 21,013 | $521K | 0.2% | -8.3% | 0.256% | |
4/1/2024 | Confluence Investment Management LLC | 142,489 | $3.53M | 0.0% | N/A | 1.583% | |
3/14/2024 | Leo Wealth LLC | 63,660 | $1.58M | 0.2% | N/A | 0.707% | |
3/13/2024 | MONECO Advisors LLC | 9,051 | $226K | 0.0% | N/A | 0.101% | |
2/20/2024 | Voisard Asset Management Group Inc. | 14,664 | $365K | 0.2% | N/A | 0.163% | |
2/16/2024 | Hobbs Group Advisors LLC | 43,279 | $1.08M | 0.5% | N/A | 0.481% | |
2/13/2024 | Paulson Wealth Management Inc. | 26,953 | $672K | 0.2% | +11.2% | 0.299% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 19,500 | $486K | 0.3% | N/A | 0.217% | |
2/12/2024 | Focus Financial Network Inc. ADV | 50,720 | $1.26M | 0.0% | N/A | 0.564% | |
2/12/2024 | Parallel Advisors LLC | 3,000 | $75K | 0.0% | N/A | 0.033% | |
2/9/2024 | Advisory Services Network LLC | 7,519 | $187K | 0.0% | N/A | 0.084% | |
2/9/2024 | Wells Fargo & Company MN | 390,994 | $9.74M | 0.0% | -5.8% | 4.344% | |
2/9/2024 | UBS Group AG | 250,655 | $6.25M | 0.0% | +6.0% | 2.785% | |
2/8/2024 | Brown Advisory Inc. | 24,306 | $606K | 0.0% | N/A | 0.270% | |
2/8/2024 | Beacon Pointe Advisors LLC | 21,338 | $532K | 0.0% | +82.9% | 0.237% | |
2/7/2024 | Astoria Portfolio Advisors LLC. | 50,586 | $1.25M | 0.5% | -11.1% | 0.562% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 2,725 | $68K | 0.0% | -86.4% | 0.030% | |
2/5/2024 | Savant Capital LLC | 48,121 | $1.20M | 0.0% | -38.5% | 0.535% | |
2/5/2024 | MONECO Advisors LLC | 9,051 | $226K | 0.0% | N/A | 0.101% | |
2/2/2024 | Addison Advisors LLC | 5,585 | $139K | 0.1% | -32.1% | 0.062% | |
2/1/2024 | Masso Torrence Wealth Management Inc. | 25,477 | $635K | 0.4% | -8.1% | 0.283% | |
1/31/2024 | Resonant Capital Advisors LLC | 98,067 | $2.44M | 0.2% | -5.0% | 1.090% | |
1/31/2024 | OLD Second National Bank of Aurora | 47,988 | $1.20M | 0.3% | -4.9% | 0.533% | |
1/31/2024 | Key Financial Inc | 70,865 | $1.77M | 0.5% | +16.4% | 0.787% | |
1/30/2024 | Latitude Advisors LLC | 9,313 | $232K | 0.2% | -24.9% | 0.103% | |
1/30/2024 | Avior Wealth Management LLC | 11,521 | $287K | 0.0% | -55.2% | 0.128% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 49,645 | $1.24M | 0.0% | -28.6% | 0.552% | |
1/24/2024 | Private Trust Co. NA | 21,637 | $539K | 0.1% | -5.7% | 0.240% | |
1/23/2024 | StrategIQ Financial Group LLC | 10,300 | $257K | 0.0% | +25.6% | 0.114% | |
1/23/2024 | Webster Bank N. A. | 33,415 | $833K | 0.1% | +3.5% | 0.371% | |
1/23/2024 | Denver Wealth Management Inc. | 51,926 | $1.29M | 0.7% | -2.8% | 0.577% | |
1/23/2024 | Foundry Financial Group Inc. | 16,097 | $401K | 0.3% | N/A | 0.179% | |
1/22/2024 | Secure Asset Management LLC | 24,432 | $609K | 0.2% | N/A | 0.271% | |
1/22/2024 | Claro Advisors LLC | 21,921 | $546K | 0.1% | +6.4% | 0.244% | |
1/19/2024 | Mirador Capital Partners LP | 38,222 | $952K | 0.2% | -34.1% | 0.425% | |
1/19/2024 | Atlantic Union Bankshares Corp | 60,685 | $1.51M | 0.1% | +29.0% | 0.674% | |
1/18/2024 | Precedent Wealth Partners LLC | 32,841 | $818K | 0.4% | N/A | 0.365% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 23,160 | $577K | 0.0% | -11.4% | 0.257% | |
1/16/2024 | Raymond James & Associates | 143,307 | $3.57M | 0.0% | +15.6% | 1.592% | |
1/16/2024 | Wealthsource Partners LLC | 9,332 | $233K | 0.0% | -7.4% | 0.104% | |
1/12/2024 | Lantz Financial LLC | 22,924 | $571K | 0.2% | -9.4% | 0.255% | |
1/11/2024 | OneAscent Financial Services LLC | 254,507 | $6.34M | 0.8% | N/A | 2.828% | |
1/9/2024 | Tlwm | 10,969 | $273K | 0.1% | -11.2% | 0.126% | |
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1/8/2024 | Horizons Wealth Management | 23,773 | $592K | 0.4% | +4.5% | 0.273% | |
1/5/2024 | CGN Advisors LLC | 100,170 | $2.50M | 0.3% | +4.8% | 1.151% | |
11/15/2023 | Integrated Wealth Concepts LLC | 139,375 | $3.44M | 0.1% | +12.1% | 1.659% | |
11/15/2023 | Lido Advisors LLC | 233,465 | $5.75M | 0.0% | +770.0% | 2.779% | |
11/13/2023 | Asset Dedication LLC | 107,483 | $2.65M | 0.2% | +2.5% | 1.280% | |
11/13/2023 | Stifel Financial Corp | 76,272 | $1.88M | 0.0% | -9.2% | 0.908% | |
11/13/2023 | Mariner LLC | 28,961 | $714K | 0.0% | +23.9% | 0.345% | |
11/13/2023 | LPL Financial LLC | 460,464 | $11.35M | 0.0% | +5.7% | 5.482% | |
11/9/2023 | UBS Group AG | 236,400 | $5.83M | 0.0% | +105.0% | 2.814% | |
11/8/2023 | HighTower Advisors LLC | 35,892 | $884K | 0.0% | +3.1% | 0.427% | |