5/15/2024 | SVB Wealth LLC | 4,050 | $204K | 0.0% | N/A | 0.024% | |
5/15/2024 | Flow Traders U.S. LLC | 104,878 | $5.29M | 0.3% | +605.1% | 0.610% | |
5/14/2024 | Owen LaRue LLC | 6,000 | $303K | 0.2% | N/A | 0.035% | |
5/9/2024 | Kingsview Wealth Management LLC | 6,943 | $350K | 0.0% | -27.4% | 0.040% | |
5/8/2024 | Russell Investments Group Ltd. | 8,516 | $430K | 0.0% | -21.6% | 0.050% | |
5/7/2024 | Oppenheimer & Co. Inc. | 13,679 | $690K | 0.0% | N/A | 0.080% | |
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5/3/2024 | Clarity Capital Partners LLC | 11,278 | $569K | 0.4% | N/A | 0.066% | |
4/30/2024 | Fortis Group Advisors LLC | 19,598 | $989K | 0.2% | N/A | 0.114% | |
4/30/2024 | Commonwealth Equity Services LLC | 18,809 | $949K | 0.0% | +37.1% | 0.109% | |
4/16/2024 | Pasadena Private Wealth LLC | 55,541 | $2.80M | 0.6% | -0.9% | 0.323% | |
4/10/2024 | Banque Cantonale Vaudoise | 700 | $35K | 0.0% | N/A | 0.004% | |
2/13/2024 | Rathbones Group PLC | 5,270 | $260K | 0.0% | -46.4% | 0.033% | |
2/12/2024 | BOCHK Asset Management Ltd | 7,200 | $354K | 0.2% | N/A | 0.045% | |
2/12/2024 | Artisan Partners Limited Partnership | 5,430 | $267K | 0.0% | -6.0% | 0.034% | |
2/9/2024 | Wells Fargo & Company MN | 149,596 | $7.37M | 0.0% | +14.0% | 0.944% | |
2/8/2024 | Kingsview Wealth Management LLC | 9,569 | $471K | 0.0% | +50.9% | 0.060% | |
2/7/2024 | Gateway Advisory LLC | 124,179 | $6.12M | 1.2% | +7.9% | 0.783% | |
2/6/2024 | Spire Wealth Management | 1,600 | $79K | 0.0% | +88.2% | 0.010% | |
2/5/2024 | Silver Oak Securities Incorporated | 27,031 | $1.33M | 0.2% | N/A | 0.171% | |
2/5/2024 | Unique Wealth Strategies LLC | 14,492 | $714K | 0.5% | N/A | 0.091% | |
2/5/2024 | Russell Investments Group Ltd. | 10,865 | $535K | 0.0% | N/A | 0.069% | |
2/2/2024 | Truist Financial Corp | 22,068 | $1.09M | 0.0% | -1.8% | 0.140% | |
2/2/2024 | Simplex Trading LLC | 2,240 | $110K | 0.0% | +683.2% | 0.014% | |
2/2/2024 | Atria Wealth Solutions Inc. | 25,901 | $1.28M | 0.0% | N/A | 0.164% | |
1/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 13,400 | $664K | 0.0% | -17.8% | 0.085% | |
1/29/2024 | NewEdge Wealth LLC | 5,071 | $250K | 0.0% | N/A | 0.032% | |
1/24/2024 | International Assets Investment Management LLC | 4,925 | $243K | 0.0% | N/A | 0.031% | |
1/19/2024 | Realta Investment Advisors | 12,356 | $609K | 0.1% | +8.9% | 0.079% | |
1/16/2024 | Raymond James & Associates | 12,010 | $592K | 0.0% | +32.1% | 0.077% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 11,465 | $565K | 0.1% | -80.4% | 0.074% | |
1/11/2024 | Pasadena Private Wealth LLC | 56,037 | $2.76M | 0.7% | N/A | 0.362% | |
1/9/2024 | IFP Advisors Inc | 32,084 | $1.58M | 0.1% | +82.0% | 0.207% | |
11/30/2023 | Modera Wealth Management LLC | 885,076 | $40.00M | 0.6% | N/A | 5.710% | |
11/14/2023 | Gateway Advisory LLC | 115,103 | $5.20M | 1.1% | +2.4% | 0.743% | |
11/14/2023 | Toronto Dominion Bank | 3,693 | $167K | 0.0% | N/A | 0.024% | |
11/13/2023 | Stifel Financial Corp | 41,655 | $1.88M | 0.0% | +4.2% | 0.269% | |
11/13/2023 | Rathbones Group PLC | 9,830 | $444K | 0.0% | N/A | 0.063% | |
11/13/2023 | Kestra Advisory Services LLC | 4,709 | $213K | 0.0% | N/A | 0.030% | |
11/9/2023 | UBS Group AG | 105,579 | $4.77M | 0.0% | +19.3% | 0.681% | |
11/9/2023 | Artisan Partners Limited Partnership | 5,778 | $261K | 0.0% | -75.9% | 0.037% | |
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11/8/2023 | Pathstone Family Office LLC | 5,500 | $249K | 0.0% | N/A | 0.035% | |
11/8/2023 | D.A. Davidson & CO. | 4,784 | $216K | 0.0% | N/A | 0.031% | |
11/8/2023 | Janney Montgomery Scott LLC | 16,463 | $744K | 0.0% | N/A | 0.106% | |
11/8/2023 | Spire Wealth Management | 850 | $38K | 0.0% | -54.1% | 0.005% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 5,789 | $262K | 0.0% | -27.6% | 0.037% | |
11/8/2023 | Avantax Advisory Services Inc. | 7,254 | $328K | 0.0% | N/A | 0.047% | |
11/8/2023 | Oppenheimer & Co. Inc. | 4,621 | $209K | 0.0% | N/A | 0.030% | |
11/7/2023 | Kingsview Wealth Management LLC | 6,343 | $287K | 0.0% | -42.5% | 0.041% | |
11/2/2023 | Cypress Capital Group | 70,839 | $3.20M | 0.5% | +87.9% | 0.457% | |
11/1/2023 | Modera Wealth Management LLC | 885,076 | $40.00M | 0.7% | N/A | 5.710% | |
10/26/2023 | Brighton Jones LLC | 11,156 | $504K | 0.0% | +67.6% | 0.075% | |
10/25/2023 | Migdal Insurance & Financial Holdings Ltd. | 16,300 | $738K | 0.0% | +68.0% | 0.109% | |
10/24/2023 | Pursue Wealth Partners LLC | 5,000 | $226K | 0.2% | N/A | 0.034% | |
10/24/2023 | Raymond James & Associates | 9,095 | $411K | 0.0% | -14.5% | 0.061% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 4,590 | $207K | 0.0% | N/A | 0.031% | |
10/23/2023 | AFG Fiduciary Services Limited Partnership | 11,722 | $533K | 0.5% | -11.3% | 0.079% | |
10/23/2023 | Commonwealth Equity Services LLC | 13,057 | $590K | 0.0% | +12.6% | 0.088% | |
10/12/2023 | IFP Advisors Inc | 17,627 | $796K | 0.0% | +2.8% | 0.120% | |
10/10/2023 | Cyndeo Wealth Partners LLC | 58,476 | $2.64M | 0.3% | -0.4% | 0.398% | |
8/11/2023 | Schroder Investment Management Group | 36,012 | $1.62M | 0.0% | -10.0% | 0.253% | |
8/10/2023 | Gateway Advisory LLC | 112,370 | $5.06M | 1.1% | +1.2% | 0.789% | |
8/10/2023 | Artisan Partners Limited Partnership | 23,995 | $1.08M | 0.0% | +18.3% | 0.168% | |
8/9/2023 | Spire Wealth Management | 1,850 | $83K | 0.0% | +117.6% | 0.013% | |
8/9/2023 | Flow Traders U.S. LLC | 8,609 | $388K | 0.0% | -69.7% | 0.060% | |
8/9/2023 | Coastal Investment Advisors Inc. | 11,351 | $511K | 0.1% | -9.6% | 0.080% | |
8/4/2023 | Parallel Advisors LLC | 2,476 | $112K | 0.0% | +399.2% | 0.017% | |
8/4/2023 | Advisors Preferred LLC | 907 | $41K | 0.0% | N/A | 0.006% | |
8/4/2023 | IFP Advisors Inc | 17,147 | $614K | 0.0% | -6.3% | 0.120% | |
7/31/2023 | LPL Financial LLC | 35,192 | $1.59M | 0.0% | +0.7% | 0.247% | |
7/28/2023 | First Republic Investment Management Inc. | 7,996 | $360K | 0.0% | -31.6% | 0.057% | |
7/27/2023 | Cyndeo Wealth Partners LLC | 58,721 | $2.65M | 0.3% | +7.9% | 0.416% | |
7/26/2023 | National Bank of Canada FI | 4,540 | $204K | 0.0% | -17.9% | 0.032% | |
7/26/2023 | Cypress Capital Group | 37,709 | $1.70M | 0.2% | +43.9% | 0.267% | |
7/25/2023 | Raymond James & Associates | 10,640 | $479K | 0.0% | +15.8% | 0.075% | |
7/24/2023 | Migdal Insurance & Financial Holdings Ltd. | 9,700 | $433K | 0.0% | +10.2% | 0.069% | |
7/21/2023 | Creative Planning | 17,874 | $805K | 0.0% | +2.2% | 0.130% | |
7/18/2023 | AFG Fiduciary Services Limited Partnership | 13,211 | $601K | 0.5% | N/A | 0.097% | |
7/14/2023 | Patriot Investment Management Group Inc. | 7,494 | $338K | 0.0% | -38.0% | 0.055% | |
6/1/2023 | Macquarie Group Ltd. | 161,005 | $6.62M | 0.0% | -41.6% | 1.167% | |
5/12/2023 | Gateway Advisory LLC | 111,018 | $4.56M | 1.0% | N/A | 0.804% | |
5/11/2023 | Gateway Advisory LLC | 4,563,962 | $4.56M | 1.0% | N/A | 33.072% | |
5/9/2023 | Spire Wealth Management | 850 | $35K | 0.0% | N/A | 0.006% | |
5/8/2023 | Evoke Wealth LLC | 8,566 | $352K | 0.0% | +14.9% | 0.062% | |
5/5/2023 | Truist Financial Corp | 11,501 | $473K | 0.0% | -9.0% | 0.083% | |
5/5/2023 | Coastal Investment Advisors Inc. | 12,563 | $516K | 0.1% | -3.8% | 0.091% | |
5/1/2023 | Migdal Insurance & Financial Holdings Ltd. | 8,800 | $358K | 0.0% | +29.4% | 0.064% | |
4/25/2023 | Cyndeo Wealth Partners LLC | 54,410 | $2.24M | 0.2% | +9.6% | 0.394% | |
4/24/2023 | Thompson Investment Management Inc. | 2,714 | $112K | 0.0% | N/A | 0.020% | |
4/21/2023 | Cyndeo Wealth Partners LLC | 54,410 | $287K | 0.0% | +9.6% | 0.394% | |
4/14/2023 | AE Wealth Management LLC | 8,369 | $344K | 0.0% | -38.9% | 0.060% | |
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4/14/2023 | Raymond James & Associates | 9,186 | $378K | 0.0% | -22.7% | 0.066% | |
2/13/2023 | Kingsview Wealth Management LLC | 29,320 | $1.24M | 0.1% | N/A | 0.210% | |
2/10/2023 | Evoke Wealth LLC | 7,456 | $315K | 0.0% | +19.2% | 0.053% | |
2/10/2023 | Coastal Investment Advisors Inc. | 13,063 | $553K | 0.1% | +6.3% | 0.094% | |
2/10/2023 | Artisan Partners Limited Partnership | 20,291 | $859K | 0.0% | -64.2% | 0.145% | |
2/9/2023 | Wealth Enhancement & Preservation of GA LLC | 5,351 | $226K | 0.4% | -11.0% | 0.038% | |
2/8/2023 | Belpointe Asset Management LLC | 617 | $26K | 0.0% | N/A | 0.004% | |
2/8/2023 | UBS Group AG | 199,607 | $8.45M | 0.0% | +1.6% | 1.431% | |
2/7/2023 | Commonwealth Equity Services LLC | 12,244 | $518K | 0.0% | +11.4% | 0.088% | |
2/7/2023 | LPL Financial LLC | 33,266 | $1.41M | 0.0% | +3.0% | 0.238% | |