11/25/2024 | Sanctuary Advisors LLC | 99,269 | $2.35M | 0.0% | +14.1% | 1.067% | |
11/15/2024 | MML Investors Services LLC | 38,335 | $910K | 0.0% | +4.0% | 0.412% | |
11/15/2024 | Jane Street Group LLC | 51,175 | $1.22M | 0.0% | -8.0% | 0.550% | |
11/15/2024 | Stifel Financial Corp | 53,604 | $1.27M | 0.0% | +354.4% | 0.576% | |
11/15/2024 | Integrated Wealth Concepts LLC | 56,142 | $1.33M | 0.0% | +8.2% | 0.604% | |
11/15/2024 | HighTower Advisors LLC | 18,178 | $430K | 0.0% | +3.4% | 0.195% | |
|
11/15/2024 | Benjamin Edwards Inc. | 21,951 | $521K | 0.0% | N/A | 0.236% | |
11/14/2024 | Flow Traders U.S. LLC | 39,292 | $933K | 0.0% | N/A | 0.422% | |
11/14/2024 | Captrust Financial Advisors | 17,244 | $409K | 0.0% | +8.0% | 0.185% | |
11/14/2024 | Atlantic Union Bankshares Corp | 101,731 | $2.42M | 0.1% | +33.4% | 1.094% | |
11/14/2024 | CreativeOne Wealth LLC | 80,000 | $1.90M | 0.1% | N/A | 0.860% | |
11/12/2024 | Meridian Wealth Management LLC | 34,474 | $818K | 0.0% | +17.4% | 0.371% | |
11/8/2024 | Avior Wealth Management LLC | 10,488 | $249K | 0.0% | +17.9% | 0.113% | |
11/8/2024 | PNC Financial Services Group Inc. | 52,781 | $1.25M | 0.0% | +24.1% | 0.568% | |
11/6/2024 | River Street Advisors LLC | 6,527 | $155K | 0.1% | N/A | 0.070% | |
11/5/2024 | Paulson Wealth Management Inc. | 39,325 | $934K | 0.2% | +16.6% | 0.423% | |
11/5/2024 | Aptus Capital Advisors LLC | 50,894 | $1.21M | 0.0% | +9.1% | 0.547% | |
11/4/2024 | Addison Advisors LLC | 14,645 | $348K | 0.1% | +27.0% | 0.157% | |
11/1/2024 | Atria Investments Inc | 87,620 | $2.08M | 0.0% | +4.5% | 0.942% | |
10/31/2024 | Confluence Investment Management LLC | 220,159 | $5.23M | 0.1% | -5.8% | 2.367% | |
10/29/2024 | Key Financial Inc | 84,287 | $2.00M | 0.4% | +62.5% | 0.906% | |
10/28/2024 | Hills Bank & Trust Co | 5,109 | $121K | 0.0% | N/A | 0.055% | |
10/25/2024 | MONECO Advisors LLC | 44,506 | $1.06M | 0.1% | +48.4% | 0.479% | |
10/24/2024 | Clear Harbor Asset Management LLC | 18,920 | $449K | 0.0% | +11.0% | 0.203% | |
10/22/2024 | Foundry Financial Group Inc. | 8,500 | $202K | 0.1% | N/A | 0.091% | |
10/22/2024 | Private Advisor Group LLC | 28,388 | $674K | 0.0% | -30.1% | 0.305% | |
10/21/2024 | Venture Visionary Partners LLC | 15,168 | $360K | 0.0% | -20.9% | 0.163% | |
10/18/2024 | Resonant Capital Advisors LLC | 86,533 | $2.05M | 0.2% | -1.6% | 0.930% | |
10/18/2024 | AA Financial Advisors LLC | 23,441 | $556K | 0.2% | +7.8% | 0.252% | |
10/18/2024 | Raymond James & Associates | 109,777 | $2.61M | 0.0% | -24.8% | 1.180% | |
10/18/2024 | Precedent Wealth Partners LLC | 65,964 | $1.57M | 0.5% | +22.1% | 0.709% | |
10/16/2024 | Cornerstone Wealth Management LLC | 38,411 | $912K | 0.1% | +5.5% | 0.413% | |
10/16/2024 | Sentinel Pension Advisors Inc. | 30,859 | $733K | 0.1% | +9.7% | 0.332% | |
10/16/2024 | Asset Dedication LLC | 104,592 | $2.48M | 0.2% | +10.7% | 1.125% | |
10/10/2024 | Webster Bank N. A. | 13,442 | $319K | 0.0% | -30.6% | 0.145% | |
10/10/2024 | Silverlake Wealth Management LLC | 13,083 | $311K | 0.1% | +19.3% | 0.141% | |
10/8/2024 | CWM LLC | 11,420 | $271K | 0.0% | +722.2% | 0.124% | |
10/8/2024 | Legacy Private Trust Co. | 64,074 | $1.52M | 0.1% | -7.5% | 0.696% | |
10/8/2024 | Tlwm | 21,805 | $518K | 0.1% | -8.9% | 0.237% | |
9/5/2024 | Sanctuary Advisors LLC | 87,011 | $2.04M | 0.0% | N/A | 1.024% | |
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8/28/2024 | Farmers National Bank | 64,225 | $1.51M | 0.5% | -1.3% | 0.756% | |
8/21/2024 | Truist Financial Corp | 299,437 | $7.04M | 0.0% | N/A | 3.523% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 84,982 | $2.00M | 0.0% | +17.5% | 1.000% | |
8/16/2024 | NewEdge Advisors LLC | 127,504 | $3.00M | 0.0% | +4.0% | 1.500% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 19,572 | $460K | 0.0% | -19.8% | 0.230% | |
8/8/2024 | Envestnet Asset Management Inc. | 112,635 | $2.65M | 0.0% | +3.3% | 1.325% | |
8/7/2024 | Ashton Thomas Private Wealth LLC | 2,631 | $62K | 0.0% | N/A | 0.031% | |
8/6/2024 | Asset Dedication LLC | 94,522 | $2.22M | 0.2% | +5.2% | 1.112% | |
8/5/2024 | Private Advisor Group LLC | 40,595 | $954K | 0.0% | -3.7% | 0.478% | |
8/2/2024 | Midland Wealth Advisors LLC | 11,273 | $265K | 0.0% | +15.3% | 0.133% | |
8/1/2024 | Resonant Capital Advisors LLC | 87,964 | $2.07M | 0.2% | -1.9% | 1.035% | |
7/31/2024 | Commonwealth Equity Services LLC | 264,550 | $6.22M | 0.0% | +11.5% | 3.112% | |
7/30/2024 | WESPAC Advisors LLC | 17,500 | $411K | 0.3% | -50.0% | 0.206% | |
7/30/2024 | Key Financial Inc | 51,863 | $1.22M | 0.3% | +70.0% | 0.610% | |
7/26/2024 | AlphaStar Capital Management LLC | 41,181 | $968K | 0.1% | +22.5% | 0.484% | |
7/26/2024 | First Command Advisory Services Inc. | 10,744 | $252K | 0.0% | +456.4% | 0.126% | |
7/26/2024 | Paulson Wealth Management Inc. | 33,712 | $792K | 0.2% | +21.9% | 0.397% | |
7/25/2024 | Atlantic Union Bankshares Corp | 76,266 | $1.79M | 0.1% | +15.7% | 0.897% | |
7/23/2024 | Precedent Wealth Partners LLC | 54,021 | $1.27M | 0.5% | +18.0% | 0.636% | |
7/22/2024 | Masso Torrence Wealth Management Inc. | 11,953 | $281K | 0.2% | -3.4% | 0.141% | |
7/22/2024 | Hobbs Group Advisors LLC | 35,835 | $842K | 0.3% | N/A | 0.422% | |
7/22/2024 | Carnegie Investment Counsel | 31,135 | $732K | 0.0% | -2.4% | 0.366% | |
7/19/2024 | MONECO Advisors LLC | 29,994 | $705K | 0.1% | +201.6% | 0.357% | |
7/19/2024 | Raymond James & Associates | 146,033 | $3.43M | 0.0% | +2.1% | 1.738% | |
7/17/2024 | Clear Harbor Asset Management LLC | 17,045 | $400K | 0.0% | +15.1% | 0.203% | |
7/16/2024 | Cornerstone Wealth Management LLC | 36,399 | $855K | 0.1% | +4.7% | 0.433% | |
7/16/2024 | Bill Few Associates Inc. | 17,462 | $410K | 0.2% | +32.3% | 0.208% | |
7/16/2024 | Fortress Wealth Management Inc. | 27,043 | $635K | 0.3% | +5.0% | 0.322% | |
7/16/2024 | AA Financial Advisors LLC | 21,743 | $511K | 0.2% | +14.7% | 0.259% | |
7/16/2024 | Voisard Asset Management Group Inc. | 10,465 | $246K | 0.1% | +273.8% | 0.125% | |
7/15/2024 | Sterling Financial Group Inc. | 15,805 | $371K | 0.2% | -12.0% | 0.188% | |
7/12/2024 | Webster Bank N. A. | 19,360 | $455K | 0.0% | +119.8% | 0.230% | |
7/10/2024 | CGN Advisors LLC | 61,100 | $1.44M | 0.2% | -11.3% | 0.727% | |
7/9/2024 | Astoria Portfolio Advisors LLC. | 38,584 | $907K | 0.3% | +4.7% | 0.465% | |
7/2/2024 | Davis Capital Management | 14,767 | $347K | 0.3% | -8.6% | 0.187% | |
7/1/2024 | Confluence Investment Management LLC | 233,838 | $5.49M | 0.1% | -0.5% | 2.960% | |
5/21/2024 | Atria Investments Inc | 79,928 | $1.88M | 0.0% | +6.6% | 1.012% | |
5/17/2024 | Comerica Bank | 8,468 | $200K | 0.0% | +1,076.1% | 0.107% | |
5/14/2024 | CreativeOne Wealth LLC | 80,000 | $1.89M | 0.1% | N/A | 1.013% | |
5/14/2024 | Sentinel Pension Advisors Inc. | 22,932 | $540K | 0.1% | +29.5% | 0.290% | |
5/13/2024 | PAX Financial Group LLC | 43,682 | $1.03M | 0.2% | -7.2% | 0.553% | |
5/6/2024 | OLD Second National Bank of Aurora | 7,877 | $186K | 0.0% | -9.0% | 0.098% | |
5/4/2024 | Paulson Wealth Management Inc. | 27,660 | $652K | 0.2% | +8.9% | 0.364% | |
5/3/2024 | AA Financial Advisors LLC | 18,949 | $447K | 0.2% | +15.4% | 0.249% | |
5/2/2024 | First Command Advisory Services Inc. | 1,931 | $46K | 0.0% | N/A | 0.025% | |
4/30/2024 | Private Advisor Group LLC | 42,158 | $993K | 0.0% | +58.9% | 0.555% | |
4/29/2024 | Commonwealth Equity Services LLC | 237,219 | $5.59M | 0.0% | +6.1% | 3.121% | |
4/26/2024 | YHB Investment Advisors Inc. | 1,900 | $45K | 0.0% | N/A | 0.025% | |
4/26/2024 | MONECO Advisors LLC | 9,945 | $234K | 0.0% | +11.5% | 0.131% | |
4/23/2024 | Precedent Wealth Partners LLC | 45,773 | $1.08M | 0.5% | +32.1% | 0.602% | |
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4/19/2024 | Cornerstone Wealth Management LLC | 34,779 | $820K | 0.1% | +1.4% | 0.464% | |
4/18/2024 | Silverlake Wealth Management LLC | 10,968 | $258K | 0.1% | N/A | 0.146% | |
4/17/2024 | River Street Advisors LLC | 31,927 | $752K | 0.5% | N/A | 0.426% | |
4/16/2024 | OneAscent Financial Services LLC | 126,418 | $2.98M | 0.3% | +1.0% | 1.686% | |
4/16/2024 | Webster Bank N. A. | 8,810 | $208K | 0.0% | +21.3% | 0.117% | |
4/16/2024 | Astoria Portfolio Advisors LLC. | 36,862 | $866K | 0.3% | +1.3% | 0.491% | |
4/16/2024 | Atlantic Union Bankshares Corp | 65,903 | $1.55M | 0.1% | +6.1% | 0.879% | |
4/16/2024 | Tlwm | 23,934 | $564K | 0.1% | +3.2% | 0.319% | |
4/12/2024 | CGN Advisors LLC | 68,882 | $1.62M | 0.2% | -30.0% | 0.918% | |
4/10/2024 | Sterling Financial Group Inc. | 17,960 | $423K | 0.2% | -42.0% | 0.239% | |