1/14/2025 | Rovin Capital UT ADV | 149,509 | $3.01M | 1.1% | -1.7% | 0.135% | |
1/14/2025 | Apella Capital LLC | 42,485 | $855K | 0.0% | +1.7% | 0.038% | |
1/14/2025 | S.E.E.D. Planning Group LLC | 124,370 | $2.50M | 0.8% | N/A | 0.112% | |
1/14/2025 | Laurel Wealth Advisors LLC | 52,938 | $1.07M | 0.2% | +239.8% | 0.048% | |
1/14/2025 | Park Avenue Securities LLC | 55,964 | $1.13M | 0.0% | N/A | 0.050% | |
1/14/2025 | Tlwm | 1,322,575 | $26.62M | 5.2% | +8.6% | 1.192% | |
|
1/13/2025 | BCS Wealth Management | 285,609 | $5.75M | 1.4% | +19.2% | 0.257% | |
1/13/2025 | AdvisorNet Financial Inc | 4,991 | $100K | 0.0% | +24.0% | 0.004% | |
1/13/2025 | Parisi Gray Wealth Management | 112,927 | $2.27M | 0.7% | +8.2% | 0.102% | |
1/13/2025 | Eastern Bank | 1,515,129 | $30.50M | 0.6% | -1.7% | 1.365% | |
1/13/2025 | Capital Investment Advisors LLC | 35,050 | $706K | 0.0% | +8.1% | 0.032% | |
1/13/2025 | Brookstone Capital Management | 1,481,609 | $29.83M | 0.4% | -1.2% | 1.335% | |
1/10/2025 | ORG Partners LLC | 1,688 | $34K | 0.0% | N/A | 0.002% | |
1/8/2025 | Legacy Private Trust Co. | 62,357 | $1.26M | 0.1% | -22.8% | 0.056% | |
1/7/2025 | Horizons Wealth Management | 172,745 | $3.48M | 2.7% | +6.1% | 0.157% | |
1/6/2025 | Oliver Luxxe Assets LLC | 160,765 | $3.24M | 0.6% | -2.0% | 0.146% | |
1/6/2025 | Legacy Wealth Management LLC MS | 39,805 | $801K | 0.3% | +2.1% | 0.036% | |
1/3/2025 | GAMMA Investing LLC | 22,370 | $450K | 0.0% | +164.4% | 0.023% | |
1/2/2025 | Old Port Advisors | 116,848 | $2.35M | 0.7% | +41.4% | 0.118% | |
12/26/2024 | JPMorgan Chase & Co. | 144,583 | $2.97M | 0.0% | N/A | 0.146% | |
12/12/2024 | Legacy Wealth Management LLC MS | 39,000 | $802K | 0.3% | N/A | 0.039% | |
11/25/2024 | Sanctuary Advisors LLC | 159,396 | $3.21M | 0.0% | +170.7% | 0.161% | |
11/18/2024 | Hobbs Group Advisors LLC | 50,603 | $1.04M | 0.4% | +1.1% | 0.051% | |
11/18/2024 | Arete Wealth Advisors LLC | 27,230 | $560K | 0.0% | +3.6% | 0.027% | |
11/15/2024 | MML Investors Services LLC | 392,404 | $8.07M | 0.0% | +33.7% | 0.395% | |
11/15/2024 | Orion Portfolio Solutions LLC | 111,500 | $2.29M | 0.1% | +2.5% | 0.112% | |
11/15/2024 | EP Wealth Advisors LLC | 5,155 | $106K | 0.0% | N/A | 0.005% | |
11/15/2024 | Jane Street Group LLC | 54,355 | $1.12M | 0.0% | N/A | 0.055% | |
11/15/2024 | Stifel Financial Corp | 539,442 | $11.09M | 0.0% | +7.7% | 0.543% | |
11/15/2024 | SYM FINANCIAL Corp | 185,000 | $3.80M | 0.5% | N/A | 0.186% | |
11/15/2024 | Motley Fool Wealth Management LLC | 1,078,207 | $22.17M | 1.1% | -4.2% | 1.086% | |
11/15/2024 | Integrated Wealth Concepts LLC | 150,050 | $3.09M | 0.0% | -3.9% | 0.151% | |
11/15/2024 | HighTower Advisors LLC | 155,400 | $3.19M | 0.0% | +1.6% | 0.156% | |
11/15/2024 | Benjamin Edwards Inc. | 10,345 | $213K | 0.0% | N/A | 0.010% | |
11/14/2024 | Morton Community Bank | 214,480 | $4.41M | 1.2% | +6.6% | 0.216% | |
11/14/2024 | Flow Traders U.S. LLC | 134,849 | $2.77M | 0.1% | N/A | 0.136% | |
11/14/2024 | Captrust Financial Advisors | 222,108 | $4.57M | 0.0% | +151.5% | 0.224% | |
11/14/2024 | Atlantic Union Bankshares Corp | 18,249 | $375K | 0.0% | +8.6% | 0.018% | |
11/13/2024 | Freedom Investment Management Inc. | 20,897 | $430K | 0.0% | N/A | 0.021% | |
11/13/2024 | Cynosure Group LLC | 41,794 | $859K | 0.1% | N/A | 0.042% | |
|
11/13/2024 | FMR LLC | 1,841 | $38K | 0.0% | -30.9% | 0.002% | |
11/13/2024 | Private Trust Co. NA | 7,648 | $157K | 0.0% | +79.2% | 0.008% | |
11/13/2024 | Davis R M Inc. | 307,764 | $6.33M | 0.1% | +51.3% | 0.310% | |
11/12/2024 | Larson Financial Group LLC | 13,005 | $267K | 0.0% | +92.7% | 0.013% | |
11/12/2024 | Allen Capital Group LLC | 15,494 | $319K | 0.0% | +40.4% | 0.016% | |
11/9/2024 | LPL Financial LLC | 4,595,249 | $94.48M | 0.0% | +55.7% | 4.628% | |
11/8/2024 | Prospera Private Wealth LLC | 1,846 | $38K | 0.0% | N/A | 0.002% | |
11/8/2024 | Avior Wealth Management LLC | 21,312 | $438K | 0.0% | +35.5% | 0.021% | |
11/8/2024 | First City Capital Management Inc. | 42,100 | $866K | 0.4% | +10.2% | 0.042% | |
11/8/2024 | Prospera Financial Services Inc | 83,614 | $1.72M | 0.0% | +28.3% | 0.084% | |
11/7/2024 | TrinityPoint Wealth LLC | 77,125 | $1.59M | 0.2% | +174.8% | 0.078% | |
11/6/2024 | Sawgrass Asset Management LLC | 70,420 | $1.45M | 0.2% | -1.9% | 0.071% | |
11/6/2024 | Straight Path Wealth Management | 104,278 | $2.14M | 0.9% | +9.2% | 0.105% | |
11/6/2024 | OneDigital Investment Advisors LLC | 10,833 | $223K | 0.0% | N/A | 0.011% | |
11/6/2024 | OLD Second National Bank of Aurora | 2,450 | $50K | 0.0% | N/A | 0.002% | |
11/5/2024 | Souders Financial Advisors | 135,650 | $2.79M | 0.4% | +5.6% | 0.137% | |
11/5/2024 | Aptus Capital Advisors LLC | 1,326,492 | $27.27M | 0.4% | +43.3% | 1.336% | |
11/5/2024 | Harbour Investments Inc. | 15,363 | $316K | 0.0% | +627.1% | 0.015% | |
11/4/2024 | Addison Advisors LLC | 188,238 | $3.87M | 1.1% | +17.4% | 0.190% | |
11/4/2024 | G2 Capital Management LLC OH | 76,141 | $1.57M | 0.5% | +1.2% | 0.077% | |
11/4/2024 | Sigma Planning Corp | 25,161 | $517K | 0.0% | N/A | 0.025% | |
11/1/2024 | Atria Investments Inc | 62,858 | $1.29M | 0.0% | +29.7% | 0.063% | |
11/1/2024 | Carmel Capital Partners LLC | 238,244 | $4.90M | 1.9% | +13.7% | 0.240% | |
11/1/2024 | First Fiduciary Investment Counsel Inc. | 11,080 | $228K | 0.0% | N/A | 0.011% | |
11/1/2024 | Leavell Investment Management Inc. | 50,170 | $1.03M | 0.1% | +28.6% | 0.051% | |
11/1/2024 | Comprehensive Financial Consultants Institutional Inc. | 20,168 | $415K | 0.2% | +2.5% | 0.020% | |
10/31/2024 | Concurrent Investment Advisors LLC | 202,606 | $4.17M | 0.1% | +5.7% | 0.207% | |
10/30/2024 | Legacy CG LLC | 131,961 | $2.71M | 0.9% | -6.7% | 0.135% | |
10/29/2024 | Latitude Advisors LLC | 11,093 | $228K | 0.1% | N/A | 0.011% | |
10/29/2024 | Janney Montgomery Scott LLC | 553,762 | $11.39M | 0.0% | N/A | 0.567% | |
10/29/2024 | Key Financial Inc | 27,740 | $570K | 0.1% | +96.2% | 0.028% | |
10/28/2024 | Gladstone Institutional Advisory LLC | 108,929 | $2.24M | 0.1% | +0.6% | 0.112% | |
10/28/2024 | Hills Bank & Trust Co | 2,223,070 | $45.71M | 3.5% | +2.8% | 2.277% | |
10/28/2024 | Stephens Inc. AR | 84,274 | $1.73M | 0.0% | +77.0% | 0.086% | |
10/28/2024 | Meitav Investment House Ltd. | 13,617 | $280K | 0.0% | N/A | 0.014% | |
10/25/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,265 | $26K | 0.0% | N/A | 0.001% | |
10/25/2024 | MONECO Advisors LLC | 387,957 | $7.98M | 1.0% | +102.7% | 0.399% | |
10/25/2024 | SFE Investment Counsel | 187,504 | $3.86M | 0.8% | +2.1% | 0.193% | |
10/24/2024 | Old Port Advisors | 82,624 | $1.70M | 0.5% | +16.2% | 0.085% | |
10/24/2024 | Sound Stewardship LLC | 10,053 | $207K | 0.1% | N/A | 0.010% | |
10/24/2024 | J.W. Cole Advisors Inc. | 21,844 | $449K | 0.0% | N/A | 0.022% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 143,663 | $2.95M | 0.0% | +36.9% | 0.148% | |
10/23/2024 | Country Club Bank | 210,959 | $4.35M | 0.3% | +1.2% | 0.217% | |
10/23/2024 | Sigma Investment Counselors Inc. | 21,007 | $432K | 0.0% | +15.0% | 0.022% | |
10/23/2024 | American Institute for Advanced Investment Management LLP | 10,300 | $212K | 0.1% | N/A | 0.011% | |
10/23/2024 | Hennion & Walsh Asset Management Inc. | 56,662 | $1.17M | 0.1% | +173.2% | 0.058% | |
10/22/2024 | Foundry Financial Group Inc. | 9,995 | $205K | 0.1% | N/A | 0.010% | |
10/22/2024 | Altus Wealth Group LLC | 112,935 | $2.32M | 1.0% | -14.5% | 0.116% | |
10/22/2024 | Rebalance LLC | 184,687 | $3.80M | 0.3% | +15.4% | 0.190% | |
10/22/2024 | Sterling Financial Group Inc. | 627,578 | $12.90M | 5.5% | +1.4% | 0.645% | |
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10/22/2024 | Marietta Wealth Management LLC | 291,845 | $6M | 0.9% | +1.5% | 0.300% | |
10/22/2024 | Segment Wealth Management LLC | 56,268 | $1.16M | 0.1% | -2.2% | 0.058% | |
10/22/2024 | Private Advisor Group LLC | 336,166 | $6.91M | 0.0% | +6.7% | 0.345% | |
10/22/2024 | Eastern Bank | 1,541,101 | $31.69M | 0.6% | -0.4% | 1.583% | |
10/21/2024 | Foundations Investment Advisors LLC | 29,803 | $613K | 0.0% | +60.0% | 0.031% | |
10/18/2024 | AA Financial Advisors LLC | 68,937 | $1.42M | 0.4% | +118.5% | 0.071% | |
10/18/2024 | Raymond James & Associates | 2,022,594 | $41.59M | 0.0% | +16.7% | 2.084% | |
10/18/2024 | Capital Investment Advisors LLC | 32,413 | $666K | 0.0% | -2.5% | 0.033% | |
10/18/2024 | Meridian Financial Partners LLC | 23,170 | $476K | 0.2% | N/A | 0.024% | |
10/18/2024 | Net Worth Advisory Group | 11,571 | $238K | 0.1% | N/A | 0.012% | |