5/16/2024 | Jane Street Group LLC | 392,813 | $9.56M | 0.0% | +886.3% | 4.414% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 21,829 | $531K | 0.1% | +36.4% | 0.245% | |
5/13/2024 | PAX Financial Group LLC | 42,474 | $1.03M | 0.2% | -7.0% | 0.477% | |
5/6/2024 | OLD Second National Bank of Aurora | 33,176 | $808K | 0.2% | +6.6% | 0.373% | |
5/4/2024 | Paulson Wealth Management Inc. | 28,993 | $706K | 0.2% | +6.5% | 0.326% | |
5/3/2024 | AA Financial Advisors LLC | 35,375 | $861K | 0.3% | +26.9% | 0.397% | |
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4/30/2024 | Private Advisor Group LLC | 48,163 | $1.17M | 0.0% | +6.4% | 0.541% | |
4/30/2024 | Foundry Financial Group Inc. | 10,900 | $265K | 0.2% | -36.9% | 0.122% | |
4/29/2024 | Commonwealth Equity Services LLC | 294,498 | $7.17M | 0.0% | +1.2% | 3.309% | |
4/29/2024 | Benjamin F. Edwards & Company Inc. | 15,689 | $382K | 0.0% | -21.2% | 0.176% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,800 | $44K | 0.0% | N/A | 0.020% | |
4/26/2024 | MONECO Advisors LLC | 8,536 | $208K | 0.0% | -12.0% | 0.096% | |
4/23/2024 | Precedent Wealth Partners LLC | 44,964 | $1.09M | 0.5% | +30.9% | 0.505% | |
4/18/2024 | Silverlake Wealth Management LLC | 11,024 | $268K | 0.1% | N/A | 0.124% | |
4/18/2024 | Claro Advisors LLC | 8,854 | $216K | 0.0% | -28.3% | 0.099% | |
4/17/2024 | River Street Advisors LLC | 18,594 | $453K | 0.3% | N/A | 0.209% | |
4/16/2024 | OneAscent Financial Services LLC | 195,040 | $4.75M | 0.5% | +7.9% | 2.191% | |
4/16/2024 | Webster Bank N. A. | 22,355 | $544K | 0.1% | +12.3% | 0.251% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 36,346 | $883K | 0.3% | +1.5% | 0.408% | |
4/16/2024 | Atlantic Union Bankshares Corp | 112,187 | $2.73M | 0.2% | +8.0% | 1.261% | |
4/16/2024 | Tlwm | 22,769 | $554K | 0.1% | +3.7% | 0.256% | |
4/12/2024 | CGN Advisors LLC | 71,850 | $1.75M | 0.2% | -28.3% | 0.807% | |
4/10/2024 | Sterling Financial Group Inc. | 17,367 | $423K | 0.2% | -42.1% | 0.195% | |
4/1/2024 | Confluence Investment Management LLC | 226,441 | $5.51M | 0.1% | N/A | 2.603% | |
3/14/2024 | Leo Wealth LLC | 78,313 | $1.91M | 0.2% | N/A | 0.900% | |
3/13/2024 | MONECO Advisors LLC | 9,696 | $238K | 0.0% | +11.2% | 0.111% | |
2/20/2024 | Voisard Asset Management Group Inc. | 24,800 | $608K | 0.4% | N/A | 0.285% | |
2/16/2024 | Hobbs Group Advisors LLC | 33,672 | $826K | 0.4% | N/A | 0.387% | |
2/13/2024 | Paulson Wealth Management Inc. | 27,231 | $668K | 0.2% | +13.1% | 0.313% | |
2/12/2024 | ORBA Wealth Advisors L.L.C. | 20,000 | $491K | 0.3% | N/A | 0.230% | |
2/12/2024 | Focus Financial Network Inc. ADV | 32,009 | $785K | 0.0% | N/A | 0.368% | |
2/12/2024 | Parallel Advisors LLC | 3,000 | $74K | 0.0% | N/A | 0.034% | |
2/9/2024 | Advisory Services Network LLC | 8,405 | $206K | 0.0% | N/A | 0.097% | |
2/9/2024 | Wells Fargo & Company MN | 399,018 | $9.79M | 0.0% | +2.2% | 4.586% | |
2/9/2024 | UBS Group AG | 245,288 | $6.02M | 0.0% | +8.1% | 2.819% | |
2/8/2024 | Brown Advisory Inc. | 24,920 | $611K | 0.0% | N/A | 0.286% | |
2/8/2024 | Meridian Wealth Management LLC | 15,887 | $390K | 0.0% | N/A | 0.183% | |
2/8/2024 | Beacon Pointe Advisors LLC | 24,546 | $602K | 0.0% | +58.6% | 0.282% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 19,903 | $488K | 0.0% | -12.2% | 0.229% | |
2/5/2024 | Savant Capital LLC | 61,908 | $1.52M | 0.0% | -0.9% | 0.712% | |
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2/5/2024 | MONECO Advisors LLC | 9,696 | $238K | 0.0% | +11.2% | 0.111% | |
2/2/2024 | Addison Advisors LLC | 8,250 | $202K | 0.1% | -10.4% | 0.095% | |
2/1/2024 | CWM LLC | 330,135 | $8.10M | 0.0% | +0.6% | 3.795% | |
1/31/2024 | OLD Second National Bank of Aurora | 31,132 | $764K | 0.2% | -5.4% | 0.358% | |
1/31/2024 | Key Financial Inc | 71,185 | $1.75M | 0.5% | +16.7% | 0.818% | |
1/30/2024 | Avior Wealth Management LLC | 30,004 | $736K | 0.0% | +19.0% | 0.345% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 76,855 | $1.89M | 0.1% | -24.9% | 0.883% | |
1/23/2024 | Leavell Investment Management Inc. | 10,915 | $268K | 0.0% | -7.8% | 0.125% | |
1/23/2024 | StrategIQ Financial Group LLC | 10,450 | $256K | 0.0% | N/A | 0.120% | |
1/23/2024 | Webster Bank N. A. | 19,900 | $488K | 0.1% | +23.1% | 0.229% | |
1/23/2024 | Foundry Financial Group Inc. | 17,278 | $424K | 0.4% | N/A | 0.199% | |
1/22/2024 | Secure Asset Management LLC | 23,421 | $575K | 0.2% | N/A | 0.269% | |
1/22/2024 | Claro Advisors LLC | 12,346 | $303K | 0.1% | -24.7% | 0.142% | |
1/19/2024 | Atlantic Union Bankshares Corp | 103,840 | $2.55M | 0.2% | +37.2% | 1.236% | |
1/18/2024 | Precedent Wealth Partners LLC | 34,345 | $843K | 0.4% | N/A | 0.409% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 20,290 | $498K | 0.0% | +4.1% | 0.242% | |
1/16/2024 | Raymond James & Associates | 139,356 | $3.42M | 0.0% | +19.4% | 1.659% | |
1/16/2024 | Wealthsource Partners LLC | 15,622 | $383K | 0.0% | N/A | 0.186% | |
1/11/2024 | OneAscent Financial Services LLC | 180,729 | $4.43M | 0.6% | N/A | 2.152% | |
1/10/2024 | Cornerstone Wealth Management LLC | 31,821 | $781K | 0.1% | -1.5% | 0.379% | |
1/8/2024 | Horizons Wealth Management | 34,415 | $844K | 0.6% | +6.5% | 0.415% | |
1/5/2024 | CGN Advisors LLC | 100,217 | $2.46M | 0.3% | +7.9% | 1.207% | |
11/15/2023 | Integrated Wealth Concepts LLC | 118,077 | $2.83M | 0.0% | +15.7% | 1.554% | |
11/15/2023 | Lido Advisors LLC | 38,330 | $920K | 0.0% | +2.8% | 0.504% | |
11/14/2023 | Tyler Stone Wealth Management | 4,491 | $108K | 0.1% | +11.1% | 0.059% | |
11/13/2023 | Asset Dedication LLC | 89,866 | $2.16M | 0.2% | +2.5% | 1.182% | |
11/13/2023 | LPL Financial LLC | 397,362 | $9.54M | 0.0% | +10.6% | 5.228% | |
11/9/2023 | UBS Group AG | 226,898 | $5.45M | 0.0% | +152.3% | 2.986% | |
11/7/2023 | Addison Advisors LLC | 9,205 | $221K | 0.1% | +27.8% | 0.121% | |
11/7/2023 | Cookson Peirce & Co. Inc. | 8,446 | $203K | 0.0% | -9.9% | 0.111% | |
11/7/2023 | Savant Capital LLC | 62,477 | $1.50M | 0.0% | -6.2% | 0.822% | |
11/7/2023 | Cornerstone Wealth Management LLC | 32,296 | $775K | 0.1% | +8.9% | 0.425% | |
11/6/2023 | MONECO Advisors LLC | 8,717 | $209K | 0.1% | N/A | 0.115% | |
11/3/2023 | MGO One Seven LLC | 17,368 | $417K | 0.0% | +109.9% | 0.229% | |
11/3/2023 | Private Advisor Group LLC | 45,426 | $1.09M | 0.0% | -38.9% | 0.614% | |
11/1/2023 | Key Financial Inc | 60,985 | $1.46M | 0.5% | +22.3% | 0.824% | |
10/31/2023 | Resonant Capital Advisors LLC | 85,041 | $2.04M | 0.2% | -51.8% | 1.149% | |
10/27/2023 | Astoria Portfolio Advisors LLC. | 35,692 | $854K | 0.4% | +21.6% | 0.489% | |
10/26/2023 | Clear Harbor Asset Management LLC | 8,419 | $202K | 0.0% | N/A | 0.115% | |
10/26/2023 | Hills Bank & Trust Co | 6,025 | $145K | 0.0% | N/A | 0.083% | |
10/26/2023 | WESPAC Advisors LLC | 25,512 | $612K | 0.5% | +93.4% | 0.349% | |
10/25/2023 | OLD Second National Bank of Aurora | 32,925 | $790K | 0.2% | +372.9% | 0.451% | |
10/24/2023 | Denver Wealth Management Inc. | 55,604 | $1.34M | 0.9% | -10.9% | 0.762% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 19,496 | $468K | 0.0% | +8.6% | 0.275% | |
10/24/2023 | Raymond James & Associates | 116,690 | $2.80M | 0.0% | +3.4% | 1.644% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 16,357 | $393K | 0.0% | -51.4% | 0.230% | |
10/23/2023 | Sentinel Pension Advisors Inc. | 13,002 | $312K | 0.1% | +14.8% | 0.183% | |
10/23/2023 | Commonwealth Equity Services LLC | 136,532 | $3.28M | 0.0% | +5.7% | 1.923% | |
10/20/2023 | Atlantic Union Bankshares Corp | 75,709 | $1.82M | 0.2% | +34.8% | 1.066% | |
10/19/2023 | Sterling Financial Group Inc. | 30,008 | $720K | 0.5% | +16.3% | 0.429% | |
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10/13/2023 | CGN Advisors LLC | 92,886 | $2.23M | 0.3% | +5.6% | 1.327% | |
10/12/2023 | Horizons Wealth Management | 32,305 | $775K | 0.6% | +62.6% | 0.462% | |
10/11/2023 | CWM LLC | 328,242 | $7.88M | 0.0% | +2.7% | 4.689% | |
10/11/2023 | Tlwm | 21,821 | $524K | 0.1% | +108.2% | 0.312% | |
10/11/2023 | Carnegie Capital Asset Management LLC | 102,405 | $2.46M | 0.1% | -1.9% | 1.463% | |
10/10/2023 | Confluence Investment Management LLC | 229,452 | $5.51M | 0.1% | -0.7% | 3.278% | |
9/12/2023 | Farther Finance Advisors LLC | 12,714 | $310K | 0.1% | N/A | 0.187% | |
9/7/2023 | Sterling Financial Group Inc. | 25,803 | $628K | 0.4% | +45.0% | 0.379% | |
8/24/2023 | Arlington Capital Management Inc. | 9,785 | $238K | 0.2% | +12.2% | 0.144% | |
8/22/2023 | Asset Dedication LLC | 87,672 | $2.14M | 0.2% | +10.2% | 1.289% | |