11/15/2024 | Jane Street Group LLC | 107,127 | $3.26M | 0.0% | +5.5% | 0.739% | |
11/14/2024 | Flow Traders U.S. LLC | 71,158 | $2.17M | 0.1% | +281.8% | 0.491% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 10,231 | $311K | 0.0% | N/A | 0.071% | |
11/14/2024 | Bell Investment Advisors Inc | 149,584 | $4.55M | 0.8% | -1.2% | 1.032% | |
11/13/2024 | Avestar Capital LLC | 42,290 | $1.29M | 0.1% | -8.6% | 0.292% | |
11/13/2024 | FMR LLC | 24,524 | $746K | 0.0% | +2.4% | 0.169% | |
|
11/8/2024 | PNC Financial Services Group Inc. | 84,969 | $2.59M | 0.0% | -6.6% | 0.586% | |
11/8/2024 | Prospera Financial Services Inc | 8,769 | $267K | 0.0% | -11.7% | 0.060% | |
11/1/2024 | Assetmark Inc. | 2,123 | $65K | 0.0% | +234.3% | 0.015% | |
11/1/2024 | Burt Wealth Advisors | 673,088 | $20.48M | 5.0% | -1.1% | 4.642% | |
10/25/2024 | SteelPeak Wealth LLC | 14,807 | $450K | 0.0% | -3.2% | 0.102% | |
10/24/2024 | Lunt Capital Management Inc. | 21,798 | $663K | 0.3% | N/A | 0.150% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 7,808 | $238K | 0.0% | -38.1% | 0.054% | |
10/22/2024 | Private Advisor Group LLC | 10,384 | $316K | 0.0% | -34.9% | 0.072% | |
10/15/2024 | HTLF Bank | 289,810 | $8.82M | 1.0% | +1.2% | 1.999% | |
10/7/2024 | WealthBridge Capital Management LLC | 15,669 | $477K | 0.1% | -8.2% | 0.108% | |
10/5/2024 | Ridgewood Investments LLC | 20,778 | $632K | 0.3% | -13.6% | 0.143% | |
10/3/2024 | Johnson & White Wealth Management LLC | 159,566 | $4.85M | 4.2% | +1.3% | 1.100% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 112,525 | $3.07M | 0.0% | -11.9% | 0.776% | |
8/14/2024 | Bank of Montreal Can | 43,751 | $1.23M | 0.0% | N/A | 0.302% | |
8/13/2024 | Sei Investments Co. | 1,099,724 | $30.01M | 0.0% | -4.6% | 7.584% | |
8/8/2024 | Envestnet Asset Management Inc. | 98,878 | $2.70M | 0.0% | +15.3% | 0.682% | |
8/8/2024 | Sykon Capital LLC | 7,660 | $209K | 0.1% | -41.2% | 0.053% | |
8/8/2024 | Bell Investment Advisors Inc | 151,382 | $4.13M | 0.8% | +0.3% | 1.044% | |
8/6/2024 | Ausdal Financial Partners Inc. | 11,257 | $307K | 0.0% | -27.2% | 0.078% | |
7/29/2024 | Ridgewood Investments LLC | 24,050 | $656K | 0.4% | +1.8% | 0.166% | |
7/26/2024 | Bank of New York Mellon Corp | 1,011,695 | $27.61M | 0.0% | -0.7% | 6.977% | |
7/23/2024 | HTLF Bank | 286,452 | $7.82M | 0.9% | +1.9% | 1.976% | |
7/19/2024 | Johnson & White Wealth Management LLC | 157,518 | $4.30M | 4.1% | +1.2% | 1.086% | |
7/17/2024 | SteelPeak Wealth LLC | 15,301 | $418K | 0.0% | -12.1% | 0.106% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 12,611 | $344K | 0.0% | -7.2% | 0.087% | |
5/24/2024 | Cetera Advisors LLC | 14,451 | $406K | 0.0% | N/A | 0.100% | |
5/16/2024 | Jane Street Group LLC | 158,063 | $4.44M | 0.0% | +11.8% | 1.090% | |
5/13/2024 | Shakespeare Wealth Management LLC | 18,570 | $521K | 0.1% | -7.6% | 0.128% | |
5/8/2024 | Bell Investment Advisors Inc | 150,989 | $4.24M | 0.8% | -4.7% | 1.007% | |
5/8/2024 | Avantax Advisory Services Inc. | 43,124 | $1.21M | 0.0% | +4.3% | 0.287% | |
5/7/2024 | Sei Investments Co. | 1,152,534 | $32.35M | 0.0% | -4.5% | 7.684% | |
5/1/2024 | Wambolt & Associates LLC | 10,739 | $301K | 0.1% | -38.5% | 0.072% | |
4/30/2024 | Private Advisor Group LLC | 63,163 | $1.77M | 0.0% | +583.9% | 0.421% | |
4/30/2024 | Commonwealth Equity Services LLC | 39,927 | $1.12M | 0.0% | -5.7% | 0.266% | |
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4/23/2024 | Global Retirement Partners LLC | 4,369 | $123K | 0.0% | -32.0% | 0.029% | |
4/23/2024 | Revisor Wealth Management LLC | 21,404 | $602K | 0.3% | +110.7% | 0.143% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 76,282 | $2.14M | 0.0% | +9.1% | 0.509% | |
4/18/2024 | Congress Wealth Management LLC DE | 228,081 | $6.40M | 0.1% | +0.6% | 1.046% | |
4/18/2024 | SteelPeak Wealth LLC | 17,411 | $489K | 0.0% | +27.0% | 0.080% | |
4/12/2024 | McNaughton Wealth Management LLC | 13,605 | $382K | 0.2% | -29.5% | 0.062% | |
4/10/2024 | Johnson & White Wealth Management LLC | 155,622 | $4.37M | 3.2% | +2.0% | 0.714% | |
3/22/2024 | PNC Financial Services Group Inc. | 76,518 | $2.16M | 0.0% | -1.6% | 0.351% | |
2/22/2024 | Scarborough Advisors LLC | 1,824 | $51K | 0.0% | N/A | 0.008% | |
2/15/2024 | Bell Investment Advisors Inc | 158,364 | $4.46M | 0.9% | -11.9% | 0.726% | |
2/14/2024 | Sei Investments Co. | 1,206,438 | $33.99M | 0.1% | +3.3% | 5.534% | |
2/13/2024 | Exencial Wealth Advisors LLC | 9,023 | $254K | 0.0% | N/A | 0.041% | |
2/12/2024 | Avestar Capital LLC | 34,161 | $962K | 0.1% | +35.2% | 0.157% | |
2/12/2024 | CAP Partners LLC | 9,357 | $264K | 0.3% | N/A | 0.043% | |
2/9/2024 | Congress Wealth Management LLC DE | 226,717 | $6.39M | 0.1% | -0.4% | 1.040% | |
2/9/2024 | Assetmark Inc. | 4,361 | $123K | 0.0% | +21,705.0% | 0.020% | |
2/9/2024 | UBS Group AG | 307,976 | $8.68M | 0.0% | +872.0% | 1.413% | |
2/9/2024 | PNC Financial Services Group Inc. | 76,518 | $2.16M | 0.0% | -1.6% | 0.351% | |
2/7/2024 | Avantax Advisory Services Inc. | 41,344 | $1.17M | 0.0% | +1.2% | 0.190% | |
2/7/2024 | Wambolt & Associates LLC | 17,471 | $492K | 0.1% | -27.3% | 0.080% | |
2/7/2024 | JFS Wealth Advisors LLC | 3,887 | $109K | 0.0% | -98.5% | 0.018% | |
2/7/2024 | Principal Securities Inc. | 2,377 | $67K | 0.0% | N/A | 0.011% | |
2/6/2024 | Private Advisor Group LLC | 9,236 | $260K | 0.0% | -24.0% | 0.042% | |
2/6/2024 | National Bank of Canada FI | 30,336 | $845K | 0.0% | +4.7% | 0.139% | |
2/6/2024 | Sykon Capital LLC | 11,178 | $315K | 0.1% | N/A | 0.051% | |
2/6/2024 | Legacy Financial Advisors Inc. | 8,344 | $235K | 0.0% | N/A | 0.038% | |
2/1/2024 | Burt Wealth Advisors | 698,575 | $19.68M | 5.6% | -0.2% | 3.204% | |
2/1/2024 | Armbruster Capital Management Inc. | 108,463 | $3.06M | 0.7% | -2.0% | 0.498% | |
1/31/2024 | HTLF Bank | 286,790 | $8.08M | 1.0% | N/A | 1.316% | |
1/26/2024 | GHP Investment Advisors Inc. | 8,040 | $226K | 0.0% | -15.6% | 0.037% | |
1/25/2024 | HBK Sorce Advisory LLC | 8,220 | $232K | 0.0% | -30.3% | 0.038% | |
1/24/2024 | Stratos Wealth Partners LTD. | 9,143 | $258K | 0.0% | N/A | 0.042% | |
1/24/2024 | SteelPeak Wealth LLC | 13,708 | $386K | 0.0% | -10.6% | 0.063% | |
1/17/2024 | Johnson & White Wealth Management LLC | 152,634 | $4.30M | 3.6% | -5.5% | 0.700% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 69,912 | $1.97M | 0.0% | +14.3% | 0.321% | |
1/11/2024 | Ausdal Financial Partners Inc. | 22,713 | $640K | 0.1% | -22.0% | 0.104% | |
1/11/2024 | Ridgewood Investments LLC | 23,626 | $666K | 0.4% | -3.4% | 0.108% | |
1/11/2024 | Revisor Wealth Management LLC | 10,159 | $286K | 0.3% | -78.7% | 0.047% | |
1/11/2024 | McNaughton Wealth Management LLC | 19,306 | $544K | 0.3% | -29.9% | 0.089% | |
11/16/2023 | Revisor Wealth Management LLC | 47,724 | $1.25M | 1.1% | N/A | 0.219% | |
11/15/2023 | Sei Investments Co. | 1,167,371 | $30.47M | 0.1% | -0.8% | 5.355% | |
11/15/2023 | Shakespeare Wealth Management Inc. | 23,459 | $612K | 0.2% | -8.0% | 0.108% | |
11/14/2023 | Brown Wealth Management LLC | 24,372 | $636K | 0.3% | -53.1% | 0.112% | |
11/13/2023 | LPL Financial LLC | 201,898 | $5.27M | 0.0% | -25.1% | 0.926% | |
11/13/2023 | Invesco Ltd. | 4,787,812 | $124.95M | 0.0% | -2.0% | 21.962% | |
11/13/2023 | PNC Financial Services Group Inc. | 77,752 | $2.03M | 0.0% | -3.1% | 0.357% | |
11/8/2023 | Ausdal Financial Partners Inc. | 29,125 | $760K | 0.1% | -28.0% | 0.134% | |
11/8/2023 | Bell Investment Advisors Inc | 179,689 | $4.69M | 1.1% | -4.6% | 0.824% | |
11/8/2023 | WealthBridge Capital Management LLC | 19,093 | $498K | 0.2% | -2.1% | 0.088% | |
11/7/2023 | Wambolt & Associates LLC | 24,030 | $617K | 0.1% | -10.7% | 0.110% | |
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11/3/2023 | SteelPeak Wealth LLC | 15,325 | $400K | 0.0% | -12.0% | 0.070% | |
11/3/2023 | Private Advisor Group LLC | 12,156 | $317K | 0.0% | +3.5% | 0.056% | |
11/2/2023 | JFS Wealth Advisors LLC | 257,065 | $6.71M | 0.6% | -25.3% | 1.179% | |
10/30/2023 | Congress Wealth Management LLC DE | 227,588 | $5.94M | 0.1% | N/A | 1.044% | |
10/27/2023 | Dubuque Bank & Trust Co | 250,478 | $6.54M | 0.9% | +8.3% | 1.149% | |
10/24/2023 | Bank of New York Mellon Corp | 953,908 | $24.89M | 0.0% | N/A | 4.376% | |
10/24/2023 | Grey Fox Wealth Advisors LLC | 43,307 | $1.13M | 0.6% | -53.7% | 0.199% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 61,184 | $1.60M | 0.0% | +44.6% | 0.281% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 29,082 | $759K | 0.0% | -16.0% | 0.133% | |
10/20/2023 | Avestar Capital LLC | 25,273 | $660K | 0.1% | N/A | 0.116% | |