4/30/2024 | SpiderRock Advisors LLC | 444,714 | $1.64M | 0.0% | N/A | 0.613% | |
2/12/2024 | Condor Capital Management | 886,024 | $3.43M | 0.4% | +9.5% | 1.221% | |
2/12/2024 | Cape Investment Advisory Inc. | 8,681 | $34K | 0.0% | N/A | 0.012% | |
2/9/2024 | D.A. Davidson & CO. | 39,640 | $153K | 0.0% | +8.2% | 0.055% | |
2/7/2024 | Ieq Capital LLC | 14,227 | $55K | 0.0% | -42.7% | 0.020% | |
2/7/2024 | Jump Financial LLC | 24,900 | $96K | 0.0% | N/A | 0.034% | |
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2/6/2024 | Private Advisor Group LLC | 11,135 | $43K | 0.0% | -26.8% | 0.015% | |
2/5/2024 | Transcend Capital Advisors LLC | 905,473 | $3.50M | 0.3% | -1.8% | 1.248% | |
2/1/2024 | Telemus Capital LLC | 1,405,715 | $5.44M | 0.4% | -8.3% | 1.937% | |
1/25/2024 | Narwhal Capital Management | 13,846 | $54K | 0.0% | N/A | 0.019% | |
1/24/2024 | International Assets Investment Management LLC | 49,412 | $191K | 0.0% | +287.5% | 0.068% | |
11/21/2023 | Almitas Capital LLC | 853,697 | $3.17M | 1.5% | +81.5% | 1.176% | |
11/15/2023 | EHP Funds Inc. | 72,096 | $267K | 0.1% | N/A | 0.099% | |
11/14/2023 | Alpine Global Management LLC | 512,774 | $1.90M | 0.5% | +157.2% | 0.707% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 139,924 | $519K | 0.0% | +177.3% | 0.193% | |
11/7/2023 | Virtus ETF Advisers LLC | 204,532 | $759K | 0.5% | +280.7% | 0.282% | |
11/6/2023 | Ieq Capital LLC | 24,822 | $92K | 0.0% | -20.9% | 0.034% | |
10/25/2023 | Telemus Capital LLC | 1,532,817 | $5.69M | 0.5% | -1.4% | 2.112% | |
10/12/2023 | Wealthcare Advisory Partners LLC | 43,936 | $163K | 0.0% | +23.1% | 0.061% | |
8/11/2023 | Almitas Capital LLC | 470,334 | $1.70M | 0.7% | +214.0% | 0.648% | |
8/10/2023 | Private Advisor Group LLC | 15,213 | $50K | 0.0% | +34.6% | 0.021% | |
8/3/2023 | Triumph Capital Management | 37,501 | $127K | 0.1% | N/A | 0.052% | |
8/3/2023 | Advisors Capital Management LLC | 194,978 | $640K | 0.0% | -6.7% | 0.269% | |
8/3/2023 | Mackenzie Financial Corp | 157,062 | $521K | 0.0% | -23.0% | 0.216% | |
7/25/2023 | Raymond James & Associates | 29,714 | $97K | 0.0% | -23.0% | 0.041% | |
7/25/2023 | Sanctuary Wealth Management L.L.C. | 61,087 | $200K | 0.2% | N/A | 0.084% | |
7/17/2023 | Wealthcare Advisory Partners LLC | 35,686 | $117K | 0.0% | N/A | 0.049% | |
7/13/2023 | Transcend Capital Advisors LLC | 931,294 | $3.06M | 0.3% | +6.5% | 1.283% | |
7/10/2023 | Telemus Capital LLC | 1,554,803 | $5.10M | 0.4% | -21.1% | 2.142% | |
7/10/2023 | AE Wealth Management LLC | 30,337 | $100K | 0.0% | N/A | 0.042% | |
6/7/2023 | Atomi Financial Group Inc. | 32,625 | $113K | 0.1% | N/A | 0.045% | |
5/16/2023 | Ares Management LLC | 4,264,290 | $14.71M | 0.8% | -2.8% | 5.876% | |
5/10/2023 | Condor Capital Management | 614,714 | $2.12M | 0.3% | +8.9% | 0.847% | |
5/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 10,448 | $36K | 0.0% | N/A | 0.014% | |
5/10/2023 | Grove Bank & Trust | 68,000 | $235K | 0.0% | -33.7% | 0.094% | |
5/8/2023 | Beaumont Financial Advisors LLC | 28,500 | $98K | 0.0% | N/A | 0.039% | |
5/4/2023 | Advisors Capital Management LLC | 209,022 | $721K | 0.0% | -3.1% | 0.288% | |
5/3/2023 | Jump Financial LLC | 16,064 | $55K | 0.0% | -53.2% | 0.022% | |
4/27/2023 | Simplicity Solutions LLC | 10,109 | $35K | 0.0% | N/A | 0.014% | |
4/24/2023 | Mackenzie Financial Corp | 203,965 | $704K | 0.0% | +40.4% | 0.281% | |
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4/19/2023 | International Assets Investment Management LLC | 12,750 | $44K | 0.0% | -44.9% | 0.018% | |
4/18/2023 | Claybrook Capital LLC | 64,164 | $221K | 0.1% | +16.1% | 0.088% | |
4/12/2023 | Transcend Capital Advisors LLC | 874,691 | $3.02M | 0.3% | +16.0% | 1.205% | |
4/12/2023 | Naviter Wealth LLC | 14,800 | $53K | 0.0% | N/A | 0.020% | |
4/11/2023 | Telemus Capital LLC | 1,970,345 | $6.80M | 0.6% | -1.1% | 2.715% | |
2/15/2023 | Ares Management LLC | 4,389,260 | $15.89M | 0.8% | -6.8% | 6.048% | |
2/15/2023 | Almitas Capital LLC | 617,014 | $2.23M | 1.0% | +267.8% | 0.850% | |
2/10/2023 | Samalin Investment Counsel LLC | 150,347 | $544K | 0.3% | +469.2% | 0.207% | |
2/9/2023 | Muzinich & Co. Inc. | 135,632 | $491K | 0.4% | -13.3% | 0.187% | |
2/7/2023 | Condor Capital Management | 564,699 | $2.04M | 0.3% | +18.4% | 0.778% | |
2/3/2023 | D.A. Davidson & CO. | 33,341 | $121K | 0.0% | -14.0% | 0.046% | |
1/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 135,632 | $491K | 0.0% | -13.3% | 0.187% | |
1/30/2023 | International Assets Investment Management LLC | 23,119 | $84K | 0.0% | +81.3% | 0.032% | |
1/25/2023 | Shufro Rose & Co. LLC | 19,061 | $69K | 0.0% | -12.5% | 0.026% | |
1/24/2023 | Claybrook Capital LLC | 55,259 | $200K | 0.1% | N/A | 0.076% | |
1/20/2023 | Transcend Capital Advisors LLC | 754,297 | $2.73M | 0.3% | +13.3% | 1.039% | |
1/13/2023 | First Heartland Consultants Inc. | 19,769 | $72K | 0.0% | N/A | 0.027% | |
1/11/2023 | Telemus Capital LLC | 1,992,645 | $7.27M | 0.7% | -4.1% | 2.746% | |
11/16/2022 | Claraphi Advisory Network LLC | 72,823 | $247K | 0.1% | -33.5% | 0.100% | |
11/14/2022 | Lokken Investment Group LLC | 14,467 | $49K | 0.0% | N/A | 0.020% | |
11/14/2022 | Virtus ETF Advisers LLC | 142,346 | $483K | 0.2% | -23.6% | 0.196% | |
11/14/2022 | Almitas Capital LLC | 167,779 | $569K | 0.4% | -40.6% | 0.231% | |
11/10/2022 | Condor Capital Management | 477,089 | $1.62M | 0.2% | +7.9% | 0.657% | |
11/1/2022 | Great West Life Assurance Co. Can | 80,399 | $271K | 0.0% | N/A | 0.110% | |
10/28/2022 | Grove Bank & Trust | 102,516 | $348K | 0.1% | +146.0% | 0.140% | |
10/26/2022 | Riverbridge Partners LLC | 149,712 | $508K | 0.0% | +2.5% | 0.205% | |
10/18/2022 | Romano Brothers AND Company | 22,656 | $77K | 0.0% | N/A | 0.031% | |
10/17/2022 | Cambridge Investment Research Advisors Inc. | 15,463 | $52K | 0.0% | -25.5% | 0.021% | |
10/17/2022 | Transcend Capital Advisors LLC | 665,754 | $2.26M | 0.2% | +2.5% | 0.910% | |
10/11/2022 | Telemus Capital LLC | 2,077,301 | $7.04M | 0.7% | -1.6% | 2.838% | |
10/7/2022 | Mackenzie Financial Corp | 159,297 | $540K | 0.0% | -20.1% | 0.218% | |
8/29/2022 | Riverbridge Partners LLC | 146,074 | $536K | 0.0% | N/A | 0.200% | |
8/13/2022 | Condor Capital Management | 442,326 | $1.62M | 0.2% | +33.8% | 0.604% | |
8/12/2022 | Virtus ETF Advisers LLC | 186,340 | $684K | 0.3% | -12.9% | 0.255% | |
8/10/2022 | Mackenzie Financial Corp | 199,388 | $732K | 0.0% | -37.6% | 0.272% | |
8/9/2022 | Lazard Asset Management LLC | 7,183 | $26K | 0.0% | N/A | 0.010% | |
8/8/2022 | TownSquare Capital LLC | 87,358 | $321K | 0.0% | +17.8% | 0.119% | |
8/8/2022 | Merit Financial Group LLC | 38,000 | $139K | 0.0% | +90.0% | 0.052% | |
8/3/2022 | CIBC Private Wealth Group LLC | 10,029 | $37K | 0.0% | N/A | 0.014% | |
8/1/2022 | Victory Capital Management Inc. | 10,360 | $38K | 0.0% | -99.9% | 0.014% | |
7/29/2022 | Grove Bank & Trust | 41,670 | $153K | 0.0% | +42.7% | 0.057% | |
7/28/2022 | D.A. Davidson & CO. | 38,482 | $141K | 0.0% | +74.4% | 0.052% | |
7/19/2022 | Commonwealth Equity Services LLC | 17,854 | $65K | 0.0% | -84.8% | 0.024% | |
7/19/2022 | Claraphi Advisory Network LLC | 109,469 | $402K | 0.1% | +12.1% | 0.149% | |
7/13/2022 | Private Advisor Group LLC | 11,343 | $42K | 0.0% | -48.9% | 0.015% | |
7/13/2022 | Cambridge Investment Research Advisors Inc. | 20,760 | $76K | 0.0% | -35.0% | 0.028% | |
7/12/2022 | Transcend Capital Advisors LLC | 649,621 | $2.38M | 0.2% | +4.0% | 0.881% | |
5/16/2022 | Samalin Investment Counsel LLC | 26,897 | $113K | 0.1% | +37.9% | 0.036% | |
5/12/2022 | Claraphi Advisory Network LLC | 97,615 | $411K | 0.1% | -5.5% | 0.132% | |
5/11/2022 | Lokken Investment Group LLC | 16,879 | $69K | 0.1% | +41.0% | 0.023% | |
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5/10/2022 | Condor Capital Management | 330,570 | $1.39M | 0.2% | +34.5% | 0.448% | |
5/10/2022 | Avidian Wealth Solutions LLC | 18,896 | $80K | 0.0% | +41.1% | 0.026% | |
5/10/2022 | Advisors Capital Management LLC | 234,667 | $988K | 0.0% | -1.3% | 0.318% | |
4/28/2022 | TownSquare Capital LLC | 74,165 | $312K | 0.0% | +3.5% | 0.100% | |
4/27/2022 | Sumitomo Mitsui Trust Holdings Inc. | 156,670 | $660K | 0.0% | -13.4% | 0.212% | |
4/26/2022 | Ieq Capital LLC | 32,964 | $139K | 0.0% | -22.6% | 0.045% | |
4/20/2022 | Transcend Capital Advisors LLC | 624,831 | $2.63M | 0.2% | +19.0% | 0.846% | |
4/18/2022 | Sanctuary Wealth Management L.L.C. | 63,918 | $269K | 0.3% | -8.8% | 0.087% | |
4/18/2022 | Spire Wealth Management | 7,529 | $32K | 0.0% | -50.0% | 0.010% | |
4/15/2022 | Wealthcare Advisory Partners LLC | 28,024 | $118K | 0.0% | +44.5% | 0.038% | |