5/17/2024 | Comerica Bank | 3,063 | $70K | 0.0% | -83.4% | 0.008% | |
5/10/2024 | Osaic Holdings Inc. | 593,734 | $13.63M | 0.0% | +12.2% | 1.546% | |
5/10/2024 | Blue Barn Wealth LLC | 8,779 | $201K | 0.1% | N/A | 0.023% | |
5/10/2024 | Prevail Innovative Wealth Advisors LLC | 112,960 | $2.59M | 1.0% | +8.0% | 0.294% | |
5/8/2024 | Avantax Advisory Services Inc. | 21,618 | $496K | 0.0% | +23.5% | 0.056% | |
5/7/2024 | American Planning Services Inc. | 10,200 | $234K | 0.2% | N/A | 0.027% | |
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5/6/2024 | OLD Second National Bank of Aurora | 48,805 | $1.12M | 0.3% | +38.4% | 0.127% | |
5/6/2024 | Advisory Alpha LLC | 284,645 | $6.53M | 0.3% | +19.0% | 0.741% | |
5/4/2024 | Geneos Wealth Management Inc. | 23,552 | $541K | 0.0% | +70.4% | 0.061% | |
5/3/2024 | Larson Financial Group LLC | 26,406 | $606K | 0.0% | -12.4% | 0.069% | |
5/3/2024 | AA Financial Advisors LLC | 108,419 | $2.49M | 1.0% | +862.4% | 0.282% | |
5/2/2024 | Pacific Wealth Strategies Group Inc. | 63,947 | $1.47M | 1.2% | +7.2% | 0.167% | |
5/1/2024 | Janney Montgomery Scott LLC | 44,666 | $1.03M | 0.0% | -2.7% | 0.118% | |
4/30/2024 | Private Advisor Group LLC | 124,723 | $2.86M | 0.0% | -51.8% | 0.331% | |
4/30/2024 | Consolidated Portfolio Review Corp | 15,936 | $366K | 0.1% | +7.5% | 0.042% | |
4/29/2024 | Commonwealth Equity Services LLC | 196,919 | $4.52M | 0.0% | +21.4% | 0.522% | |
4/27/2024 | Glass Jacobson Investment Advisors llc | 81,258 | $1.87M | 0.7% | +55.3% | 0.217% | |
4/26/2024 | MONECO Advisors LLC | 11,625 | $267K | 0.0% | -46.4% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 79,342 | $1.82M | 0.0% | +72.4% | 0.212% | |
4/24/2024 | 4Thought Financial Group Inc. | 19,875 | $456K | 0.3% | +10.5% | 0.053% | |
4/23/2024 | IRON Financial LLC | 35,698 | $819K | 0.5% | +1.6% | 0.097% | |
4/23/2024 | Global Retirement Partners LLC | 2,481 | $57K | 0.0% | -33.3% | 0.007% | |
4/23/2024 | Gradient Investments LLC | 44,432 | $1.02M | 0.0% | -2.8% | 0.121% | |
4/23/2024 | Stablepoint Partners LLC | 218,120 | $5.01M | 1.0% | +15.5% | 0.593% | |
4/23/2024 | Rebalance LLC | 90,456 | $2.08M | 0.2% | +13.5% | 0.246% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 473,391 | $10.86M | 0.0% | +20.8% | 1.286% | |
4/23/2024 | Paradiem LLC | 99,537 | $2.28M | 0.6% | +0.9% | 0.270% | |
4/22/2024 | PFG Investments LLC | 15,936 | $366K | 0.0% | N/A | 0.043% | |
4/22/2024 | Ashton Thomas Private Wealth LLC | 208,845 | $4.79M | 0.3% | +17.2% | 0.568% | |
4/18/2024 | Mirador Capital Partners LP | 1,073,320 | $24.63M | 4.7% | +16.4% | 2.965% | |
4/18/2024 | Ironwood Financial llc | 404,773 | $9.29M | 2.1% | -13.6% | 1.118% | |
4/18/2024 | Chatham Capital Group Inc. | 290,855 | $6.68M | 1.2% | +8.1% | 0.803% | |
4/17/2024 | Trilogy Capital Inc. | 24,109 | $553K | 0.0% | +8.8% | 0.067% | |
4/17/2024 | River Street Advisors LLC | 40,202 | $923K | 0.6% | +44.8% | 0.111% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 13,256 | $304K | 0.0% | -13.9% | 0.037% | |
4/16/2024 | S.E.E.D. Planning Group LLC | 90,298 | $2.07M | 0.8% | +2.1% | 0.249% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 47,251 | $1.08M | 0.0% | +34.9% | 0.131% | |
4/15/2024 | Brookstone Capital Management | 40,728 | $935K | 0.0% | +6.8% | 0.113% | |
4/11/2024 | Ballew Advisors Inc | 64,255 | $1.47M | 1.0% | +13.7% | 0.178% | |
4/11/2024 | RFG Advisory LLC | 18,267 | $419K | 0.0% | +73.5% | 0.050% | |
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4/10/2024 | Sterling Financial Group Inc. | 778,283 | $17.86M | 8.5% | +34.1% | 2.150% | |
4/10/2024 | Park Avenue Securities LLC | 113,429 | $2.60M | 0.0% | +56.5% | 0.313% | |
4/10/2024 | Legacy Financial Group LLC | 628,474 | $14.42M | 2.9% | +3,237.4% | 1.736% | |
4/9/2024 | Richard P Slaughter Associates Inc | 9,219 | $212K | 0.1% | N/A | 0.026% | |
4/9/2024 | Collective Family Office LLC | 171,165 | $3.93M | 1.3% | +3.3% | 0.475% | |
3/14/2024 | Leo Wealth LLC | 43,821 | $1.01M | 0.1% | N/A | 0.142% | |
3/13/2024 | MONECO Advisors LLC | 21,669 | $493K | 0.1% | +8.5% | 0.070% | |
3/1/2024 | Goldman Sachs Group Inc. | 752,188 | $17.10M | 0.0% | N/A | 2.442% | |
2/20/2024 | Voisard Asset Management Group Inc. | 25,661 | $583K | 0.4% | N/A | 0.083% | |
2/13/2024 | Prevail Innovative Wealth Advisors LLC | 104,561 | $2.38M | 1.1% | -11.4% | 0.339% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 22,225 | $505K | 0.0% | +3.0% | 0.072% | |
2/12/2024 | Parallel Advisors LLC | 2,757 | $63K | 0.0% | N/A | 0.009% | |
2/9/2024 | Wells Fargo & Company MN | 939,589 | $21.36M | 0.0% | +4.5% | 3.051% | |
2/9/2024 | Gladstone Institutional Advisory LLC | 51,281 | $1.17M | 0.1% | -1.3% | 0.166% | |
2/9/2024 | UBS Group AG | 305,150 | $6.94M | 0.0% | -57.4% | 0.991% | |
2/8/2024 | Brown Advisory Inc. | 29,728 | $676K | 0.0% | +42.8% | 0.097% | |
2/8/2024 | Verity Asset Management Inc. | 19,545 | $444K | 0.3% | N/A | 0.063% | |
2/8/2024 | FCA Corp TX | 44,628 | $1.01M | 0.3% | +4.7% | 0.145% | |
2/8/2024 | Janney Montgomery Scott LLC | 45,917 | $1.04M | 0.0% | -3.7% | 0.149% | |
2/7/2024 | Avantax Advisory Services Inc. | 17,507 | $398K | 0.0% | +7.2% | 0.057% | |
2/7/2024 | AlphaStar Capital Management LLC | 28,011 | $637K | 0.1% | +2.8% | 0.091% | |
2/6/2024 | Evexia Wealth LLC | 37,185 | $850K | 0.4% | N/A | 0.121% | |
2/6/2024 | Private Advisor Group LLC | 258,665 | $5.88M | 0.0% | +27.5% | 0.840% | |
2/6/2024 | Wealthcare Advisory Partners LLC | 35,022 | $796K | 0.0% | +99.5% | 0.114% | |
2/6/2024 | TCG Advisory Services LLC | 64,453 | $1.47M | 0.1% | +13.6% | 0.209% | |
2/6/2024 | Merit Financial Group LLC | 9,477 | $215K | 0.0% | -93.3% | 0.031% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 1,755 | $40K | 0.0% | +634.3% | 0.006% | |
2/6/2024 | Robertson Stephens Wealth Management LLC | 93,151 | $2.12M | 0.1% | -14.4% | 0.302% | |
2/5/2024 | Oder Investment Management LLC | 128,206 | $2.91M | 2.9% | +24.0% | 0.416% | |
2/5/2024 | MONECO Advisors LLC | 21,424 | $487K | 0.1% | +8.6% | 0.070% | |
2/5/2024 | Altrius Capital Management Inc | 42,828 | $973K | 0.3% | +2.8% | 0.139% | |
2/5/2024 | Flaharty Asset Management LLC | 34,900 | $793K | 0.1% | N/A | 0.113% | |
2/2/2024 | Atria Wealth Solutions Inc. | 26,101 | $593K | 0.0% | +22.2% | 0.085% | |
2/1/2024 | Larson Financial Group LLC | 30,137 | $685K | 0.1% | +542.3% | 0.098% | |
2/1/2024 | CWM LLC | 261,571 | $5.95M | 0.0% | -8.9% | 0.858% | |
1/31/2024 | Western Wealth Management LLC | 64,281 | $1.46M | 0.1% | +57.6% | 0.211% | |
1/31/2024 | SFE Investment Counsel | 281,300 | $6.39M | 1.7% | -7.1% | 0.922% | |
1/31/2024 | OLD Second National Bank of Aurora | 35,259 | $801K | 0.2% | +83.9% | 0.116% | |
1/31/2024 | Key Financial Inc | 13,584 | $309K | 0.1% | +59.5% | 0.045% | |
1/30/2024 | Capital Analysts LLC | 34,427 | $783K | 0.0% | +15.1% | 0.113% | |
1/30/2024 | Private Client Services LLC | 82,410 | $1.87M | 1.5% | N/A | 0.270% | |
1/30/2024 | Carnegie Capital Asset Management LLC | 77,991 | $1.77M | 0.1% | -7.9% | 0.256% | |
1/30/2024 | River Street Advisors LLC | 27,756 | $631K | 0.5% | +83.2% | 0.091% | |
1/29/2024 | Consolidated Portfolio Review Corp | 14,827 | $337K | 0.1% | +8.2% | 0.049% | |
1/26/2024 | S.E.E.D. Planning Group LLC | 88,424 | $2.01M | 0.8% | -38.0% | 0.290% | |
1/26/2024 | Geneos Wealth Management Inc. | 13,822 | $314K | 0.0% | +58.9% | 0.045% | |
1/26/2024 | WESPAC Advisors LLC | 34,355 | $781K | 0.5% | +14.1% | 0.113% | |
1/26/2024 | Segment Wealth Management LLC | 33,883 | $770K | 0.1% | +29.7% | 0.111% | |
1/25/2024 | RFG Advisory LLC | 10,527 | $239K | 0.0% | N/A | 0.035% | |
1/23/2024 | Advisory Alpha LLC | 239,254 | $5.44M | 0.2% | +5.2% | 0.784% | |
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1/23/2024 | Camelot Portfolios LLC | 17,378 | $395K | 0.2% | +50.8% | 0.057% | |
1/23/2024 | RPg Family Wealth Advisory LLC | 115,840 | $2.63M | 1.0% | -8.2% | 0.380% | |
1/22/2024 | Legacy Financial Group LLC | 18,831 | $428K | 1.9% | -96.8% | 0.062% | |
1/22/2024 | Werba Rubin Papier Wealth Management | 127,005 | $2.89M | 1.0% | +95.4% | 0.416% | |
1/22/2024 | Glass Jacobson Investment Advisors llc | 52,333 | $1.19M | 0.5% | +5.2% | 0.172% | |
1/19/2024 | IRON Financial LLC | 35,128 | $798K | 0.5% | -36.4% | 0.115% | |
1/19/2024 | Chatham Capital Group Inc. | 269,055 | $6.12M | 1.2% | -1.9% | 0.882% | |
1/19/2024 | Mirador Capital Partners LP | 921,758 | $20.95M | 4.4% | +2,316.6% | 3.022% | |
1/18/2024 | Gradient Investments LLC | 45,704 | $1.04M | 0.0% | +194.5% | 0.150% | |
1/18/2024 | Global Retirement Partners LLC | 3,718 | $85K | 0.0% | -27.6% | 0.012% | |