10/24/2024 | Kavar Capital Partners Group LLC | 12,500 | $216K | 0.0% | N/A | 0.083% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 24,974 | $432K | 0.0% | N/A | 0.166% | |
10/24/2024 | PFG Investments LLC | 17,419 | $301K | 0.0% | -5.1% | 0.116% | |
10/23/2024 | Allworth Financial LP | 1,257,510 | $21.74M | 0.1% | +14.8% | 8.356% | |
10/22/2024 | Detalus Advisors LLC | 28,142 | $487K | 0.2% | -11.2% | 0.187% | |
10/18/2024 | Bartlett & CO. Wealth Management LLC | 68,403 | $1.18M | 0.0% | -9.0% | 0.455% | |
|
10/9/2024 | Juncture Wealth Strategies LLC | 44,291 | $766K | 0.3% | -18.6% | 0.294% | |
10/8/2024 | MBM Wealth Consultants LLC | 32,225 | $557K | 0.2% | -2.7% | 0.214% | |
10/5/2024 | Fluent Financial LLC | 11,730 | $203K | 0.1% | N/A | 0.078% | |
10/1/2024 | IMPACTfolio LLC | 132,024 | $2.28M | 1.2% | +1.3% | 0.877% | |
9/5/2024 | Sanctuary Advisors LLC | 104,521 | $1.77M | 0.0% | N/A | 0.694% | |
8/16/2024 | MidWestOne Financial Group Inc. | 131,478 | $2.24M | 0.4% | +38.9% | 0.874% | |
8/13/2024 | Sei Investments Co. | 190,266 | $3.24M | 0.0% | +24.1% | 1.264% | |
8/9/2024 | One Capital Management LLC | 25,710 | $437K | 0.0% | -39.7% | 0.171% | |
8/8/2024 | Prosperity Consulting Group LLC | 218,623 | $3.72M | 0.5% | -7.6% | 1.453% | |
8/8/2024 | Condor Capital Management | 196,221 | $3.34M | 0.3% | +4.2% | 1.304% | |
8/7/2024 | PFG Investments LLC | 18,363 | $312K | 0.0% | -16.2% | 0.122% | |
8/1/2024 | Willis Johnson & Associates Inc. | 245,333 | $4.17M | 0.3% | +1.4% | 1.630% | |
8/1/2024 | PrairieView Partners LLC | 300,571 | $5.11M | 0.6% | -0.3% | 1.997% | |
7/31/2024 | Commonwealth Equity Services LLC | 22,464 | $382K | 0.0% | -6.0% | 0.149% | |
7/29/2024 | FAS Wealth Partners Inc. | 36,761 | $625K | 0.1% | +2.0% | 0.244% | |
7/26/2024 | WealthShield Partners LLC | 9,962 | $169K | 0.0% | -24.1% | 0.066% | |
7/23/2024 | Vicus Capital | 12,053 | $205K | 0.0% | -73.9% | 0.080% | |
7/23/2024 | Diversified Portfolios Inc. | 93,033 | $1.58M | 0.2% | N/A | 0.618% | |
7/20/2024 | Brand Asset Management Group Inc. | 10,451 | $178K | 0.1% | N/A | 0.069% | |
7/11/2024 | Juncture Wealth Strategies LLC | 54,398 | $925K | 0.4% | -5.8% | 0.361% | |
7/2/2024 | Massmutual Trust Co. FSB ADV | 45,900 | $780K | 0.0% | +80.1% | 0.305% | |
5/17/2024 | Comerica Bank | 20,148 | $343K | 0.0% | +8.1% | 0.135% | |
5/16/2024 | Jane Street Group LLC | 1,356,703 | $23.09M | 0.0% | +146.9% | 9.105% | |
5/9/2024 | Condor Capital Management | 188,278 | $3.20M | 0.3% | +4.8% | 1.264% | |
5/7/2024 | Sei Investments Co. | 153,363 | $2.61M | 0.0% | +3.8% | 1.029% | |
5/4/2024 | PrairieView Partners LLC | 301,418 | $5.13M | 0.6% | +0.3% | 2.023% | |
5/3/2024 | Rehmann Capital Advisory Group | 68,583 | $1.17M | 0.1% | +7.9% | 0.460% | |
5/1/2024 | Janney Capital Management LLC | 148,777 | $2.53M | 0.2% | -1.2% | 0.999% | |
5/1/2024 | Cherry Tree Wealth Management LLC | 14,688 | $250K | 0.1% | -16.6% | 0.099% | |
5/1/2024 | Prosperity Consulting Group LLC | 236,601 | $4.03M | 0.5% | N/A | 1.588% | |
4/29/2024 | FAS Wealth Partners Inc. | 36,039 | $613K | 0.1% | +6.9% | 0.242% | |
4/23/2024 | Global Retirement Partners LLC | 2,385 | $41K | 0.0% | -36.3% | 0.017% | |
4/22/2024 | PFG Investments LLC | 21,918 | $373K | 0.0% | +6.5% | 0.158% | |
4/19/2024 | Willis Johnson & Associates Inc. | 242,039 | $4.12M | 0.4% | -4.9% | 1.741% | |
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4/18/2024 | Miracle Mile Advisors LLC | 16,170 | $275K | 0.0% | N/A | 0.116% | |
4/17/2024 | Vicus Capital | 46,097 | $785K | 0.1% | -3.0% | 0.332% | |
4/16/2024 | Dohj LLC | 358,373 | $6.10M | 1.6% | +44.0% | 2.578% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 40,119 | $683K | 0.0% | -9.4% | 0.289% | |
4/9/2024 | Massmutual Trust Co. FSB ADV | 25,491 | $434K | 0.0% | -7.5% | 0.167% | |
4/5/2024 | Juncture Wealth Strategies LLC | 57,718 | $982K | 0.4% | +1.6% | 0.377% | |
4/1/2024 | IMPACTfolio LLC | 130,143 | $2.22M | 1.3% | +7.6% | 0.851% | |
2/13/2024 | Joseph Group Capital Management | 14,300 | $244K | 0.1% | N/A | 0.093% | |
2/13/2024 | Jones Financial Companies Lllp | 9,828 | $168K | 0.0% | N/A | 0.064% | |
2/12/2024 | Condor Capital Management | 179,599 | $3.07M | 0.3% | +1.1% | 1.174% | |
2/12/2024 | Stifel Financial Corp | 263,153 | $4.50M | 0.0% | -1.3% | 1.720% | |
2/9/2024 | Eagle Global Advisors LLC | 28,000 | $479K | 0.0% | -9.7% | 0.183% | |
2/9/2024 | Wells Fargo & Company MN | 613,015 | $10.48M | 0.0% | +3.0% | 4.007% | |
2/8/2024 | Janney Capital Management LLC | 150,563 | $2.57M | 0.2% | -2.5% | 0.984% | |
2/8/2024 | Quotient Wealth Partners LLC | 25,920 | $443K | 0.0% | N/A | 0.169% | |
2/7/2024 | One Capital Management LLC | 42,640 | $729K | 0.0% | -30.0% | 0.279% | |
2/6/2024 | Cherry Tree Wealth Management LLC | 17,618 | $301K | 0.1% | -27.4% | 0.115% | |
2/6/2024 | Private Advisor Group LLC | 45,306 | $774K | 0.0% | +17.3% | 0.296% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 44,286 | $757K | 0.0% | -75.0% | 0.289% | |
2/2/2024 | Dohj LLC | 248,832 | $4.25M | 1.3% | N/A | 1.626% | |
2/1/2024 | Foster & Motley Inc. | 10,755 | $184K | 0.0% | N/A | 0.070% | |
2/1/2024 | CWM LLC | 4,384 | $75K | 0.0% | N/A | 0.029% | |
2/1/2024 | Vicus Capital | 47,535 | $812K | 0.1% | -28.3% | 0.311% | |
1/30/2024 | MBM Wealth Consultants LLC | 41,739 | $712K | 0.3% | -2.6% | 0.273% | |
1/26/2024 | Cerity Partners LLC | 432,753 | $7.40M | 0.0% | +710.8% | 2.828% | |
1/26/2024 | PrairieView Partners LLC | 300,581 | $5.14M | 0.6% | +99.8% | 1.965% | |
1/24/2024 | Detalus Advisors LLC | 33,351 | $570K | 0.2% | -65.1% | 0.218% | |
1/24/2024 | Prime Capital Investment Advisors LLC | 43,485 | $743K | 0.0% | +4.7% | 0.284% | |
1/24/2024 | Allworth Financial LP | 727,891 | $12.44M | 0.1% | -15.2% | 4.757% | |
1/24/2024 | Private Trust Co. NA | 46,196 | $789K | 0.1% | +926.8% | 0.302% | |
1/23/2024 | FAS Wealth Partners Inc. | 33,713 | $576K | 0.1% | -14.0% | 0.220% | |
1/18/2024 | Strategic Financial Concepts LLC | 11,012 | $188K | 0.1% | -13.8% | 0.072% | |
1/18/2024 | Global Retirement Partners LLC | 3,747 | $64K | 0.0% | -13.8% | 0.024% | |
1/17/2024 | PFG Investments LLC | 20,573 | $352K | 0.1% | -16.9% | 0.134% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 29,148 | $498K | 0.0% | +4.1% | 0.191% | |
1/16/2024 | Raymond James & Associates | 32,595 | $557K | 0.0% | +8.8% | 0.213% | |
1/12/2024 | Willis Johnson & Associates Inc. | 254,455 | $4.35M | 0.4% | +51.6% | 1.663% | |
1/11/2024 | OneAscent Financial Services LLC | 11,136 | $190K | 0.0% | N/A | 0.073% | |
1/11/2024 | FORVIS Wealth Advisors LLC | 42,380 | $724K | 0.0% | -19.0% | 0.277% | |
1/8/2024 | Juncture Wealth Strategies LLC | 56,828 | $971K | 0.4% | +6.8% | 0.371% | |
1/5/2024 | BancFirst Trust & Investment Management | 13,210 | $225K | 0.1% | N/A | 0.086% | |
1/3/2024 | Massmutual Trust Co. FSB ADV | 27,549 | $471K | 0.0% | -10.1% | 0.180% | |
1/3/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 246,337 | $4.21M | 1.5% | -7.1% | 1.610% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 10,729 | $179K | 0.0% | N/A | 0.070% | |
11/15/2023 | Integrated Wealth Concepts LLC | 137,999 | $2.30M | 0.0% | +0.7% | 0.902% | |
11/15/2023 | Axxcess Wealth Management LLC | 15,200 | $254K | 0.0% | N/A | 0.099% | |
11/14/2023 | Rehmann Capital Advisory Group | 94,435 | $1.58M | 0.1% | -0.7% | 0.617% | |
11/14/2023 | Ancora Advisors LLC | 4,611 | $77K | 0.0% | -13.2% | 0.030% | |
11/13/2023 | Stifel Financial Corp | 266,673 | $4.45M | 0.0% | -8.8% | 1.743% | |
11/13/2023 | LPL Financial LLC | 353,103 | $5.89M | 0.0% | -6.4% | 2.308% | |
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11/9/2023 | One Capital Management LLC | 60,900 | $1.02M | 0.0% | -40.3% | 0.398% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 41,531 | $693K | 0.0% | -28.8% | 0.271% | |
11/9/2023 | UBS Group AG | 395,106 | $6.59M | 0.0% | -14.5% | 2.582% | |
11/8/2023 | HighTower Advisors LLC | 30,138 | $502K | 0.0% | -9.8% | 0.197% | |
11/8/2023 | Janney Capital Management LLC | 154,346 | $2.58M | 0.2% | -3.2% | 1.009% | |
11/8/2023 | Strategic Financial Concepts LLC | 12,780 | $213K | 0.1% | +13.6% | 0.084% | |
11/7/2023 | Merit Financial Group LLC | 29,673 | $495K | 0.0% | N/A | 0.194% | |
10/31/2023 | Allworth Financial LP | 858,104 | $14.32M | 0.1% | +56.3% | 5.609% | |
10/26/2023 | FORVIS Wealth Advisors LLC | 52,293 | $873K | 0.0% | -46.6% | 0.342% | |
10/25/2023 | Willis Johnson & Associates Inc. | 167,869 | $2.80M | 0.3% | +16.7% | 1.097% | |