4/23/2024 | Global Retirement Partners LLC | 4,194 | $158K | 0.0% | +21.6% | 0.037% | |
4/22/2024 | Nilsine Partners LLC | 56,423 | $2.13M | 0.3% | -62.3% | 0.498% | |
4/11/2024 | Contravisory Investment Management Inc. | 22,356 | $843K | 0.2% | N/A | 0.200% | |
4/10/2024 | EWG Elevate Inc. | 20,528 | $774K | 0.3% | -10.3% | 0.184% | |
2/13/2024 | Tower Research Capital LLC TRC | 1,098 | $37K | 0.0% | +5,678.9% | 0.010% | |
2/12/2024 | Innealta Capital LLC | 50,809 | $1.72M | 0.8% | -13.6% | 0.454% | |
|
2/9/2024 | Sepio Capital LP | 95,244 | $3.23M | 0.3% | -35.9% | 0.852% | |
2/9/2024 | UBS Group AG | 189,788 | $6.44M | 0.0% | +18.3% | 1.698% | |
2/8/2024 | Moran Wealth Management LLC | 234,471 | $7.96M | 0.3% | N/A | 2.097% | |
2/7/2024 | Mount Lucas Management LP | 21,810 | $740K | 0.2% | -4.9% | 0.195% | |
2/1/2024 | NewSquare Capital LLC | 163,743 | $5.56M | 0.5% | +242.2% | 1.465% | |
2/1/2024 | RWA Wealth Partners LLC | 5,961 | $202K | 0.0% | N/A | 0.053% | |
2/1/2024 | Tradewinds Capital Management LLC | 1,536 | $52K | 0.0% | -99.8% | 0.014% | |
1/30/2024 | Desjardins Global Asset Management Inc. | 15,772 | $535K | 0.1% | +8.6% | 0.141% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 18,900 | $641K | 0.0% | N/A | 0.169% | |
1/24/2024 | Nilsine Partners LLC | 149,466 | $5.07M | 0.8% | +1.5% | 1.337% | |
1/23/2024 | DAVENPORT & Co LLC | 24,300 | $824K | 0.0% | -6.3% | 0.217% | |
1/18/2024 | Global Retirement Partners LLC | 3,448 | $115K | 0.0% | +229.6% | 0.031% | |
1/9/2024 | EWG Elevate Inc. | 22,878 | $776K | 0.3% | -16.4% | 0.205% | |
11/16/2023 | American Trust | 106,342 | $3.24M | 0.3% | N/A | 0.951% | |
11/13/2023 | LPL Financial LLC | 274,445 | $8.35M | 0.0% | N/A | 2.455% | |
11/9/2023 | UBS Group AG | 160,453 | $4.88M | 0.0% | +2.9% | 1.435% | |
11/8/2023 | HighTower Advisors LLC | 59,446 | $1.81M | 0.0% | +0.9% | 0.532% | |
11/8/2023 | Idaho Trust Bank | 19,027 | $579K | 0.4% | +2.4% | 0.170% | |
11/8/2023 | Shayne & Jacobs LLC | 14,556 | $443K | 0.1% | -7.6% | 0.130% | |
11/8/2023 | Pathstone Family Office LLC | 58,098 | $1.77M | 0.0% | -72.1% | 0.520% | |
11/8/2023 | Sepio Capital LP | 148,562 | $4.52M | 0.4% | +1.4% | 1.329% | |
11/8/2023 | Atria Wealth Solutions Inc. | 39,005 | $1.19M | 0.0% | -38.4% | 0.349% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 14,537 | $442K | 0.0% | N/A | 0.130% | |
11/3/2023 | NewSquare Capital LLC | 47,856 | $1.46M | 0.2% | -71.8% | 0.428% | |
11/1/2023 | Nilsine Partners LLC | 147,261 | $4.48M | 0.7% | +1.7% | 1.317% | |
10/30/2023 | Tradewinds Capital Management LLC | 829,876 | $25.25M | 8.6% | N/A | 7.423% | |
10/23/2023 | Commonwealth Equity Services LLC | 11,463 | $349K | 0.0% | -4.0% | 0.103% | |
10/13/2023 | SG Americas Securities LLC | 15,233 | $463K | 0.0% | +3.6% | 0.136% | |
10/13/2023 | Global Retirement Partners LLC | 1,046 | $31K | 0.0% | N/A | 0.009% | |
10/11/2023 | Polaris Wealth Advisory Group LLC | 24,771 | $754K | 0.1% | -5.4% | 0.222% | |
10/10/2023 | EWG Elevate Inc. | 27,354 | $832K | 0.4% | N/A | 0.245% | |
8/22/2023 | Idaho Trust Bank | 18,588 | $592K | 0.4% | N/A | 0.166% | |
8/14/2023 | Innealta Capital LLC | 58,786 | $1.87M | 0.7% | +118.5% | 0.526% | |
8/14/2023 | MML Investors Services LLC | 173,729 | $5.53M | 0.0% | -4.5% | 1.554% | |
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8/14/2023 | Mount Lucas Management LP | 24,124 | $768K | 0.3% | -1.5% | 0.216% | |
8/14/2023 | Thrivent Financial for Lutherans | 440,371 | $13.82M | 0.0% | +11.8% | 3.939% | |
8/11/2023 | Cibc World Market Inc. | 267,982 | $8.53M | 0.0% | -10.6% | 2.397% | |
8/11/2023 | Natixis | 261,739 | $8.33M | 0.1% | N/A | 2.341% | |
8/9/2023 | Flow Traders U.S. LLC | 184,809 | $5.88M | 0.3% | N/A | 1.653% | |
8/8/2023 | Catalyst Capital Advisors LLC | 175,933 | $5.60M | 0.2% | -0.5% | 1.737% | |
8/8/2023 | AlphaCentric Advisors LLC | 4,174 | $133K | 0.1% | -12.2% | 0.041% | |
8/8/2023 | Sepio Capital LP | 146,514 | $4.66M | 0.4% | +43.3% | 1.446% | |
8/7/2023 | Polaris Wealth Advisory Group LLC | 26,187 | $834K | 0.1% | +2.3% | 0.259% | |
8/7/2023 | Desjardins Global Asset Management Inc. | 17,323 | $551K | 0.1% | +733.2% | 0.171% | |
8/4/2023 | Envestnet Asset Management Inc. | 64,938 | $2.07M | 0.0% | -18.8% | 0.641% | |
8/3/2023 | Atria Wealth Solutions Inc. | 63,314 | $2.02M | 0.0% | -4.0% | 0.625% | |
8/3/2023 | NewSquare Capital LLC | 169,639 | $5.40M | 0.6% | N/A | 1.675% | |
8/2/2023 | Hilltop Partners LLC | 290,461 | $9.25M | 3.8% | +2.1% | 2.867% | |
8/2/2023 | Bank of Montreal Can | 87,003 | $2.77M | 0.0% | N/A | 0.859% | |
7/31/2023 | Mutual Advisors LLC | 141,881 | $4.52M | 0.2% | +155.1% | 1.401% | |
7/26/2023 | Fifth Third Bancorp | 1,409 | $45K | 0.0% | N/A | 0.014% | |
7/25/2023 | Onyx Bridge Wealth Group LLC | 191,850 | $6.11M | 1.5% | +5.2% | 1.894% | |
7/21/2023 | Millburn Ridgefield Corp | 176,397 | $5.62M | 0.2% | -0.3% | 1.741% | |
7/21/2023 | Nilsine Partners LLC | 144,798 | $4.61M | 0.7% | N/A | 1.429% | |
7/20/2023 | DAVENPORT & Co LLC | 25,835 | $822K | 0.0% | N/A | 0.255% | |
7/18/2023 | Fiduciary Alliance LLC | 1,371 | $44K | 0.0% | N/A | 0.014% | |
7/17/2023 | Donald L. Hagan LLC | 6,405 | $204K | 0.1% | N/A | 0.063% | |
7/12/2023 | Trust Co. of Oklahoma | 11,935 | $380K | 0.1% | N/A | 0.118% | |
7/10/2023 | SG Americas Securities LLC | 14,699 | $468K | 0.0% | -23.8% | 0.145% | |
6/14/2023 | Atria Wealth Solutions Inc. | 65,971 | $2.01M | 0.0% | N/A | 0.624% | |
5/15/2023 | Catalyst Capital Advisors LLC | 176,756 | $5.38M | 0.2% | +16.7% | 2.357% | |
5/15/2023 | Hudson Portfolio Management LLC | 7,215 | $220K | 0.2% | N/A | 0.096% | |
5/12/2023 | Global Endowment Management LP | 45,970 | $1.40M | 0.1% | +103.0% | 0.613% | |
5/12/2023 | AlphaCentric Advisors LLC | 4,754 | $145K | 0.1% | N/A | 0.063% | |
5/11/2023 | Connectus Wealth LLC | 9,479 | $288K | 0.0% | N/A | 0.126% | |
5/10/2023 | Sepio Capital LP | 102,243 | $3.11M | 0.3% | N/A | 1.363% | |
5/9/2023 | Hilltop Partners LLC | 284,521 | $8.66M | 3.9% | N/A | 3.794% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 175,178 | $5.33M | 0.1% | N/A | 2.336% | |
5/3/2023 | Advisors Preferred LLC | 1,203 | $37K | 0.0% | N/A | 0.016% | |
5/3/2023 | Integrated Wealth Concepts LLC | 23,242 | $707K | 0.0% | N/A | 0.310% | |
5/1/2023 | Desjardins Global Asset Management Inc. | 2,079 | $63K | 0.0% | -21.6% | 0.028% | |
4/28/2023 | SG Americas Securities LLC | 19,281 | $587K | 0.0% | +16.2% | 0.257% | |
4/27/2023 | Simplex Trading LLC | 23,453 | $713K | 0.0% | +498.4% | 0.313% | |
4/25/2023 | Millburn Ridgefield Corp | 176,975 | $5.39M | 0.2% | +16.6% | 2.360% | |
4/13/2023 | EWG Elevate Inc. | 135,117 | $4.11M | 1.8% | N/A | 1.802% | |
4/11/2023 | Mutual Advisors LLC | 55,616 | $1.69M | 0.1% | N/A | 0.742% | |
4/10/2023 | Onyx Bridge Wealth Group LLC | 182,413 | $5.55M | 2.2% | N/A | 2.432% | |
3/6/2023 | OLD Mission Capital LLC | 20,422 | $550K | 0.0% | -93.5% | 0.272% | |
2/9/2023 | HighTower Advisors LLC | 51,756 | $1.40M | 0.0% | N/A | 0.690% | |
2/8/2023 | Shayne & CO. LLC | 15,745 | $424K | 0.2% | -6.6% | 0.210% | |
2/8/2023 | Desjardins Global Asset Management Inc. | 2,651 | $71K | 0.0% | N/A | 0.035% | |
2/7/2023 | Catalyst Capital Advisors LLC | 151,484 | $4.08M | 0.1% | -12.3% | 2.020% | |
2/7/2023 | Hollencrest Capital Management | 16,310 | $439K | 0.1% | +63.1% | 0.217% | |
2/3/2023 | CX Institutional | 310,299 | $8.36M | 0.5% | N/A | 4.137% | |
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2/2/2023 | SG Americas Securities LLC | 16,599 | $447K | 0.0% | N/A | 0.221% | |
2/2/2023 | Simplex Trading LLC | 3,919 | $105K | 0.0% | N/A | 0.052% | |
1/20/2023 | Millburn Ridgefield Corp | 151,726 | $4.09M | 0.2% | -12.3% | 2.023% | |
1/19/2023 | Polaris Wealth Advisory Group LLC | 25,799 | $752K | 0.1% | -3.7% | 0.344% | |
1/12/2023 | Accuvest Global Advisors | 37,724 | $1.02M | 0.3% | N/A | 0.503% | |
11/15/2022 | Pathstone Family Office LLC | 259,259 | $5.57M | 0.1% | +977.4% | 3.143% | |
11/15/2022 | Flow Traders U.S. LLC | 161,051 | $3.46M | 0.2% | N/A | 1.952% | |
11/14/2022 | Zacks Investment Management | 16,348 | $351K | 0.0% | -2.9% | 0.198% | |
11/14/2022 | OLD Mission Capital LLC | 315,612 | $6.79M | 0.2% | +678.3% | 3.826% | |
11/14/2022 | Hsbc Holdings PLC | 12,125 | $260K | 0.0% | -14.2% | 0.147% | |