5/1/2025 | Asset Dedication LLC | 38,347 | $828K | 0.1% | +7.6% | 0.518% | |
4/30/2025 | Stratos Wealth Advisors LLC | 38,954 | $841K | 0.0% | N/A | 0.526% | |
4/29/2025 | Envestnet Asset Management Inc. | 100,444 | $2.17M | 0.0% | +15.4% | 1.357% | |
4/28/2025 | Lincoln Capital Corp | 18,488 | $399K | 0.2% | -27.5% | 0.250% | |
4/25/2025 | Hills Bank & Trust Co | 340,704 | $7.35M | 0.5% | +4.2% | 4.604% | |
4/21/2025 | Avior Wealth Management LLC | 43,883 | $947K | 0.0% | -5.4% | 0.593% | |
4/17/2025 | Precedent Wealth Partners LLC | 129,822 | $2.80M | 0.8% | +74.8% | 1.754% | |
4/16/2025 | Sterling Financial Group Inc. | 27,769 | $599K | 0.2% | +10.8% | 0.375% | |
4/15/2025 | Collier Financial | 4,124 | $89K | 0.1% | -22.1% | 0.056% | |
4/14/2025 | Midland Wealth Advisors LLC | 12,633 | $273K | 0.0% | N/A | 0.171% | |
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4/4/2025 | Legacy Private Trust Co. | 90,961 | $1.96M | 0.1% | +3.0% | 1.263% | |
4/1/2025 | Confluence Investment Management LLC | 248,788 | $5.37M | 0.1% | -2.0% | 3.713% | |
3/21/2025 | Nestegg Advisors Inc. | 10,690 | $233K | 0.2% | N/A | 0.160% | |
2/19/2025 | Toronto Dominion Bank | 83,994 | $1.82M | 0.0% | N/A | 1.254% | |
2/17/2025 | Toronto Dominion Bank | 83,994 | $1.82M | 0.0% | N/A | 1.254% | |
2/17/2025 | Captrust Financial Advisors | 23,184 | $504K | 0.0% | +3.1% | 0.346% | |
2/17/2025 | Bank of America Corp DE | 207,276 | $4.50M | 0.0% | +6.0% | 3.094% | |
2/14/2025 | Jane Street Group LLC | 91,802 | $1.99M | 0.0% | +84.4% | 1.370% | |
2/14/2025 | Lido Advisors LLC | 47,500 | $1.03M | 0.0% | N/A | 0.709% | |
2/14/2025 | Beacon Pointe Advisors LLC | 15,132 | $329K | 0.0% | -13.1% | 0.226% | |
2/14/2025 | Integrated Wealth Concepts LLC | 45,232 | $982K | 0.0% | +157.7% | 0.675% | |
2/14/2025 | Stifel Financial Corp | 17,504 | $380K | 0.0% | +5.3% | 0.261% | |
2/13/2025 | Envision Financial Planning LLC | 179,520 | $3.90M | 2.0% | -7.7% | 2.679% | |
2/13/2025 | Raymond James Financial Inc. | 172,115 | $3.74M | 0.0% | N/A | 2.569% | |
2/13/2025 | Invesco Ltd. | 140,490 | $3.05M | 0.0% | -1.5% | 2.097% | |
2/13/2025 | Envestnet Asset Management Inc. | 87,020 | $1.89M | 0.0% | +68.5% | 1.299% | |
2/13/2025 | Wells Fargo & Company MN | 385,915 | $8.38M | 0.0% | -0.9% | 5.760% | |
2/12/2025 | StoneX Group Inc. | 28,748 | $624K | 0.0% | N/A | 0.429% | |
2/12/2025 | Hobbs Group Advisors LLC | 20,854 | $453K | 0.2% | +22.2% | 0.311% | |
2/11/2025 | LPL Financial LLC | 372,800 | $8.10M | 0.0% | +37.3% | 5.564% | |
2/10/2025 | Hills Bank & Trust Co | 327,128 | $7.11M | 0.5% | +477.0% | 4.883% | |
2/10/2025 | Commonwealth Equity Services LLC | 43,008 | $934K | 0.0% | +11.9% | 0.642% | |
2/7/2025 | HighTower Advisors LLC | 71,008 | $1.54M | 0.0% | +7.3% | 1.060% | |
2/7/2025 | Atlantic Union Bankshares Corp | 144,523 | $3.14M | 0.2% | +31.8% | 2.157% | |
2/6/2025 | Raymond James Financial Inc. | 172,115 | $3.74M | 0.0% | N/A | 2.569% | |
2/6/2025 | Atria Investments Inc | 129,957 | $2.82M | 0.0% | N/A | 1.940% | |
2/5/2025 | Jacobi Capital Management LLC | 11,902 | $259K | 0.0% | +5.5% | 0.178% | |
2/4/2025 | Addison Advisors LLC | 27,060 | $588K | 0.2% | -7.0% | 0.404% | |
2/4/2025 | MONECO Advisors LLC | 60,386 | $1.31M | 0.1% | +36.7% | 0.901% | |
1/31/2025 | Key Financial Inc | 116,725 | $2.54M | 0.6% | +1.8% | 1.742% | |
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1/31/2025 | Sanctuary Advisors LLC | 132,637 | $2.89M | 0.0% | N/A | 1.980% | |
1/30/2025 | Principal Securities Inc. | 4,476 | $97K | 0.0% | N/A | 0.067% | |
1/29/2025 | Collier Financial | 5,294 | $115K | 0.1% | N/A | 0.079% | |
1/29/2025 | Pineridge Advisors LLC | 98,346 | $2.14M | 0.8% | +4.3% | 1.468% | |
1/29/2025 | Wingate Wealth Advisors Inc. | 9,171 | $199K | 0.2% | N/A | 0.137% | |
1/23/2025 | Crews Bank & Trust | 9,110 | $198K | 0.0% | N/A | 0.138% | |
1/23/2025 | Asset Dedication LLC | 35,634 | $774K | 0.1% | +31.8% | 0.540% | |
1/21/2025 | Precedent Wealth Partners LLC | 74,271 | $1.61M | 0.5% | +4.0% | 1.143% | |
1/21/2025 | Lincoln Capital Corp | 25,516 | $554K | 0.2% | +3.8% | 0.393% | |
1/17/2025 | Avior Wealth Management LLC | 46,383 | $1.01M | 0.0% | +93.2% | 0.714% | |
1/15/2025 | CGN Advisors LLC | 56,074 | $1.22M | 0.1% | -4.5% | 0.863% | |
1/14/2025 | Tlwm | 23,979 | $521K | 0.1% | +3.3% | 0.369% | |
1/7/2025 | Horizons Wealth Management | 24,327 | $528K | 0.4% | +249.1% | 0.386% | |
1/2/2025 | Confluence Investment Management LLC | 253,992 | $5.52M | 0.1% | -4.2% | 4.704% | |
11/18/2024 | Hobbs Group Advisors LLC | 17,059 | $378K | 0.1% | +13.4% | 0.316% | |
11/15/2024 | MML Investors Services LLC | 13,862 | $307K | 0.0% | +8.9% | 0.257% | |
11/15/2024 | Jane Street Group LLC | 49,797 | $1.10M | 0.0% | -47.1% | 0.922% | |
11/15/2024 | Stifel Financial Corp | 16,617 | $368K | 0.0% | N/A | 0.308% | |
11/15/2024 | Integrated Wealth Concepts LLC | 17,551 | $389K | 0.0% | +6.8% | 0.325% | |
11/15/2024 | HighTower Advisors LLC | 66,186 | $1.46M | 0.0% | N/A | 1.226% | |
11/14/2024 | Flow Traders U.S. LLC | 9,363 | $207K | 0.0% | -83.0% | 0.173% | |
11/14/2024 | Captrust Financial Advisors | 22,492 | $498K | 0.0% | -28.3% | 0.417% | |
11/14/2024 | Atlantic Union Bankshares Corp | 109,657 | $2.43M | 0.1% | +33.6% | 2.031% | |
11/13/2024 | Insight Wealth Partners LLC | 134,853 | $2.99M | 0.6% | -0.8% | 2.497% | |
11/13/2024 | D.A. Davidson & CO. | 10,350 | $229K | 0.0% | +6.7% | 0.192% | |
11/8/2024 | Avior Wealth Management LLC | 24,006 | $532K | 0.0% | +180.1% | 0.445% | |
11/7/2024 | Envision Financial Planning LLC | 194,461 | $4.31M | 2.3% | +2.4% | 3.601% | |
11/4/2024 | Addison Advisors LLC | 29,105 | $645K | 0.2% | +19.8% | 0.539% | |
10/31/2024 | Confluence Investment Management LLC | 265,118 | $5.87M | 0.1% | +1,979.2% | 4.910% | |
10/30/2024 | Arlington Capital Management Inc. | 9,219 | $204K | 0.2% | N/A | 0.171% | |
10/29/2024 | Key Financial Inc | 114,675 | $2.54M | 0.6% | +4.0% | 2.164% | |
10/28/2024 | Hills Bank & Trust Co | 56,694 | $1.26M | 0.1% | N/A | 1.070% | |
10/25/2024 | MONECO Advisors LLC | 44,169 | $978K | 0.1% | +97.6% | 0.833% | |
10/23/2024 | Lincoln Capital Corp | 24,588 | $545K | 0.2% | N/A | 0.464% | |
10/22/2024 | Sterling Financial Group Inc. | 24,796 | $549K | 0.2% | +17.3% | 0.468% | |
10/18/2024 | Precedent Wealth Partners LLC | 71,393 | $1.58M | 0.5% | +21.9% | 1.347% | |
10/16/2024 | Asset Dedication LLC | 27,040 | $599K | 0.0% | +8.0% | 0.520% | |
10/8/2024 | Legacy Private Trust Co. | 88,316 | $1.96M | 0.1% | -31.3% | 1.698% | |
10/8/2024 | Tlwm | 23,220 | $514K | 0.1% | -4.1% | 0.447% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 10,042 | $219K | 0.0% | +25.6% | 0.214% | |
8/13/2024 | AE Wealth Management LLC | 69,293 | $1.51M | 0.0% | +17.1% | 1.474% | |
8/6/2024 | Asset Dedication LLC | 25,027 | $545K | 0.0% | +10.0% | 0.532% | |
7/31/2024 | Commonwealth Equity Services LLC | 33,617 | $732K | 0.0% | +12.3% | 0.731% | |
7/30/2024 | Key Financial Inc | 110,225 | $2.40M | 0.6% | +29.2% | 2.396% | |
7/26/2024 | First Command Advisory Services Inc. | 3,746 | $82K | 0.0% | +82.1% | 0.085% | |
7/25/2024 | Pineridge Advisors LLC | 98,168 | $2.14M | 0.7% | +9.8% | 2.231% | |
7/25/2024 | Atlantic Union Bankshares Corp | 82,088 | $1.79M | 0.1% | +15.7% | 1.866% | |
7/23/2024 | Precedent Wealth Partners LLC | 58,586 | $1.28M | 0.5% | +17.2% | 1.332% | |
7/22/2024 | Horizons Wealth Management | 6,595 | $145K | 0.1% | +23.4% | 0.150% | |
7/22/2024 | Hobbs Group Advisors LLC | 15,041 | $327K | 0.1% | N/A | 0.342% | |
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7/19/2024 | MONECO Advisors LLC | 22,349 | $487K | 0.1% | N/A | 0.532% | |
7/18/2024 | Insight Wealth Partners LLC | 135,972 | $2.96M | 0.5% | -1.4% | 3.237% | |
7/16/2024 | Bill Few Associates Inc. | 9,240 | $201K | 0.1% | N/A | 0.220% | |
7/15/2024 | Sterling Financial Group Inc. | 21,146 | $460K | 0.2% | +18.5% | 0.503% | |
7/10/2024 | CGN Advisors LLC | 58,788 | $1.28M | 0.1% | -12.5% | 1.400% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 9,733 | $212K | 0.1% | N/A | 0.232% | |
7/1/2024 | Confluence Investment Management LLC | 12,751 | $278K | 0.0% | -9.4% | 0.327% | |
5/17/2024 | Pineridge Advisors LLC | 89,416 | $1.98M | 0.7% | -28.2% | 2.293% | |
5/2/2024 | First Command Advisory Services Inc. | 2,057 | $46K | 0.0% | N/A | 0.053% | |
5/1/2024 | Envision Financial Planning LLC | 177,185 | $3.92M | 3.2% | +8.7% | 4.543% | |