5/10/2024 | Nwam LLC | 54,407 | $1.65M | 0.1% | +1.4% | 0.150% | |
5/9/2024 | Clearwater Capital Advisors LLC | 281,826 | $8.55M | 0.9% | -8.9% | 0.779% | |
5/7/2024 | Concurrent Investment Advisors LLC | 25,467 | $772K | 0.0% | +15.9% | 0.070% | |
5/7/2024 | Atomi Financial Group Inc. | 29,305 | $889K | 0.1% | -3.2% | 0.081% | |
5/7/2024 | PFG Advisors | 6,834 | $207K | 0.0% | N/A | 0.019% | |
5/7/2024 | Insight Advisors LLC PA | 14,715 | $446K | 0.1% | -8.6% | 0.041% | |
|
5/6/2024 | Envestnet Portfolio Solutions Inc. | 7,769 | $236K | 0.0% | -52.6% | 0.021% | |
5/4/2024 | Csenge Advisory Group | 8,463 | $257K | 0.0% | -4.5% | 0.023% | |
5/2/2024 | Mutual Advisors LLC | 58,107 | $1.76M | 0.1% | -1.3% | 0.161% | |
5/2/2024 | Palisade Asset Management LLC | 900 | $27K | 0.0% | N/A | 0.002% | |
4/30/2024 | Granite Bay Wealth Management LLC | 13,770 | $418K | 0.2% | -99.1% | 0.037% | |
4/29/2024 | Commonwealth Equity Services LLC | 146,724 | $4.45M | 0.0% | -26.5% | 0.393% | |
4/25/2024 | TRUE Private Wealth Advisors | 24,185 | $734K | 0.1% | +1.9% | 0.065% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 84,423 | $2.56M | 0.0% | -12.8% | 0.226% | |
4/24/2024 | Activest Wealth Management | 4,331 | $131K | 0.1% | +15,367.9% | 0.012% | |
4/23/2024 | United Asset Strategies Inc. | 36,248 | $1.10M | 0.1% | +5.8% | 0.097% | |
4/23/2024 | Gerber LLC | 98,555 | $2.99M | 2.5% | -0.8% | 0.264% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 78,578 | $2.38M | 0.0% | -5.6% | 0.211% | |
4/19/2024 | KFG Wealth Management LLC | 146,139 | $4.43M | 1.8% | -7.9% | 0.392% | |
4/17/2024 | Trilogy Capital Inc. | 12,163 | $369K | 0.0% | -21.6% | 0.033% | |
4/15/2024 | Brookstone Capital Management | 114,766 | $3.48M | 0.1% | +1.0% | 0.254% | |
4/12/2024 | Purus Wealth Management LLC | 70,813 | $2.15M | 1.1% | -4.0% | 0.157% | |
4/11/2024 | International Assets Investment Management LLC | 9,764 | $292K | 0.0% | -13.6% | 0.022% | |
4/5/2024 | NBC Securities Inc. | 2,500 | $75K | 0.0% | -44.4% | 0.006% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,588 | $44K | 0.0% | +283.6% | 0.004% | |
3/8/2024 | ICA Group Wealth Management LLC | 1,902 | $52K | 0.0% | N/A | 0.004% | |
3/5/2024 | Gerber LLC | 99,338 | $2.74M | 2.5% | N/A | 0.220% | |
3/5/2024 | Twin Focus Capital Partners LLC | 45,700 | $1.26M | 0.1% | N/A | 0.101% | |
3/4/2024 | Vima LLC | 1,465 | $40K | 0.1% | N/A | 0.003% | |
2/26/2024 | Centaurus Financial Inc. | 63,919 | $1.76M | 0.1% | N/A | 0.142% | |
2/15/2024 | HAP Trading LLC | 71,270 | $1.97M | 0.3% | N/A | 0.158% | |
2/14/2024 | Prudential PLC | 198,410 | $5.62M | 0.1% | -7.8% | 0.440% | |
2/13/2024 | Stevard LLC | 8,483 | $234K | 0.2% | N/A | 0.019% | |
2/12/2024 | StoneX Group Inc. | 10,821 | $298K | 0.0% | -4.8% | 0.024% | |
2/12/2024 | Focus Financial Network Inc. ADV | 16,437 | $453K | 0.0% | N/A | 0.036% | |
2/12/2024 | Steward Partners Investment Advisory LLC | 10,739 | $296K | 0.0% | -4.5% | 0.024% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 96,779 | $2.67M | 0.0% | -6.5% | 0.215% | |
2/9/2024 | Oxler Private Wealth LLC | 9,404 | $259K | 0.2% | N/A | 0.021% | |
2/9/2024 | UBS Group AG | 349,032 | $9.63M | 0.0% | -3.3% | 0.774% | |
2/8/2024 | Financial Advocates Investment Management | 30,018 | $828K | 0.1% | -14.5% | 0.067% | |
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2/7/2024 | Avantax Advisory Services Inc. | 23,808 | $657K | 0.0% | +13.3% | 0.053% | |
2/7/2024 | Ieq Capital LLC | 89,911 | $2.48M | 0.0% | +17.4% | 0.199% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 16,377 | $452K | 0.0% | -5.1% | 0.036% | |
2/7/2024 | BNP Paribas Financial Markets | 32,303 | $891K | 0.0% | +39.5% | 0.072% | |
2/7/2024 | Principal Securities Inc. | 893 | $25K | 0.0% | N/A | 0.002% | |
2/7/2024 | Clearwater Capital Advisors LLC | 309,347 | $8.53M | 1.0% | -16.7% | 0.686% | |
2/6/2024 | RMR Wealth Builders | 16,078 | $443K | 0.1% | -12.1% | 0.036% | |
2/6/2024 | EdgeRock Capital LLC | 6,637 | $175K | 0.1% | N/A | 0.015% | |
2/6/2024 | Private Advisor Group LLC | 23,900 | $659K | 0.0% | -5.9% | 0.053% | |
2/6/2024 | National Bank of Canada FI | 15,180 | $399K | 0.0% | +22.0% | 0.034% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 7,420 | $205K | 0.0% | N/A | 0.016% | |
2/5/2024 | Kestra Private Wealth Services LLC | 9,312 | $257K | 0.0% | N/A | 0.021% | |
2/2/2024 | Truist Financial Corp | 10,171 | $281K | 0.0% | N/A | 0.023% | |
2/2/2024 | Atria Wealth Solutions Inc. | 30,027 | $828K | 0.0% | +5.0% | 0.067% | |
2/1/2024 | CWM LLC | 54,658 | $1.51M | 0.0% | -16.4% | 0.121% | |
1/31/2024 | KFG Wealth Management LLC | 158,606 | $4.37M | 2.0% | N/A | 0.352% | |
1/30/2024 | TRUE Private Wealth Advisors | 23,740 | $655K | 0.1% | N/A | 0.053% | |
1/30/2024 | United Asset Strategies Inc. | 34,274 | $945K | 0.1% | N/A | 0.076% | |
1/30/2024 | Crescent Grove Advisors LLC | 8,322 | $230K | 0.0% | N/A | 0.018% | |
1/30/2024 | Vontobel Holding Ltd. | 8,700 | $240K | 0.0% | -17.9% | 0.019% | |
1/29/2024 | Granite Bay Wealth Management LLC | 1,569,315 | $43.28M | 0.4% | -18.7% | 3.480% | |
1/25/2024 | International Assets Investment Management LLC | 11,304 | $312K | 0.0% | N/A | 0.025% | |
1/25/2024 | Price Capital Management Inc. | 257,750 | $7.11M | 3.1% | N/A | 0.572% | |
1/24/2024 | Stratos Wealth Partners LTD. | 48,786 | $1.35M | 0.0% | -0.9% | 0.108% | |
1/24/2024 | Sowell Financial Services LLC | 42,444 | $1.17M | 0.1% | N/A | 0.094% | |
1/24/2024 | International Assets Investment Management LLC | 311,767 | $85.99M | 0.0% | N/A | 0.691% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 9,596 | $265K | 0.0% | -5.5% | 0.021% | |
1/24/2024 | All Season Financial Advisors Inc. | 20,470 | $565K | 0.5% | N/A | 0.045% | |
1/23/2024 | Insight Advisors LLC PA | 16,103 | $444K | 0.1% | N/A | 0.036% | |
1/23/2024 | Bridges Investment Management Inc. | 17,552 | $484K | 0.0% | -25.8% | 0.039% | |
1/19/2024 | AdvisorNet Financial Inc | 11,039 | $304K | 0.0% | -3.5% | 0.024% | |
1/19/2024 | Strategic Advisors LLC | 11,441 | $316K | 0.1% | -31.8% | 0.025% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 83,280 | $2.30M | 0.0% | -3.8% | 0.185% | |
1/16/2024 | Raymond James & Associates | 100,955 | $2.78M | 0.0% | +3.2% | 0.224% | |
1/16/2024 | Global Trust Asset Management LLC | 1,500 | $41K | 0.0% | N/A | 0.003% | |
1/12/2024 | Mutual Advisors LLC | 58,887 | $1.62M | 0.1% | -5.8% | 0.131% | |
1/12/2024 | Trilogy Capital Inc. | 15,519 | $428K | 0.0% | N/A | 0.034% | |
1/11/2024 | Brookstone Capital Management | 113,644 | $3.13M | 0.1% | -13.9% | 0.252% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 10,397 | $266K | 0.0% | -21.7% | 0.023% | |
1/9/2024 | Purus Wealth Management LLC | 73,762 | $2.03M | 1.2% | -2.9% | 0.164% | |
1/9/2024 | Elevated Capital Advisors LLC | 16,238 | $448K | 0.1% | -6.9% | 0.036% | |
12/6/2023 | Citigroup Inc. | 52,101 | $1.01M | 0.0% | -29.6% | 0.116% | |
11/27/2023 | Banque Pictet & Cie SA | 16,424 | $318K | 0.0% | N/A | 0.036% | |
11/13/2023 | LPL Financial LLC | 935,901 | $18.12M | 0.0% | -0.7% | 2.075% | |
11/13/2023 | Clearstead Advisors LLC | 6,722 | $130K | 0.0% | N/A | 0.015% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 17,250 | $334K | 0.0% | N/A | 0.038% | |
11/13/2023 | Prudential PLC | 215,110 | $4.12M | 0.0% | +0.5% | 0.477% | |
11/13/2023 | Kestra Advisory Services LLC | 14,010 | $271K | 0.0% | -25.6% | 0.031% | |
11/9/2023 | Atomi Financial Group Inc. | 36,560 | $708K | 0.2% | N/A | 0.081% | |
11/9/2023 | First Heartland Consultants Inc. | 14,723 | $285K | 0.0% | +21.5% | 0.033% | |
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11/9/2023 | Citigroup Inc. | 52,101 | $1.01M | 0.0% | -29.6% | 0.116% | |
11/9/2023 | UBS Group AG | 360,999 | $6.99M | 0.0% | -8.2% | 0.800% | |
11/8/2023 | HighTower Advisors LLC | 46,723 | $900K | 0.0% | +72.3% | 0.104% | |
11/8/2023 | Pathstone Family Office LLC | 25,022 | $484K | 0.0% | N/A | 0.055% | |
11/8/2023 | Atria Wealth Solutions Inc. | 28,588 | $553K | 0.0% | -27.5% | 0.063% | |
11/8/2023 | Avantax Advisory Services Inc. | 21,007 | $407K | 0.0% | -12.4% | 0.047% | |
11/7/2023 | Kingsview Wealth Management LLC | 63,735 | $1.23M | 0.0% | N/A | 0.141% | |
11/7/2023 | Prosperity Wealth Management Inc. | 11,870 | $230K | 0.1% | +10.3% | 0.026% | |
11/7/2023 | Darwin Wealth Management LLC | 10,407 | $201K | 0.1% | N/A | 0.023% | |
11/7/2023 | Clearstead Advisors LLC | 6,722 | $130K | 0.0% | N/A | 0.015% | |