4/30/2024 | Commonwealth Equity Services LLC | 14,341 | $1.43M | 0.0% | +1.3% | 0.775% | |
2/29/2024 | Acima Private Wealth LLC | 29,984 | $3.06M | 1.2% | +2.5% | 1.276% | |
2/26/2024 | Virtu Financial LLC | 37,198 | $3.80M | 0.3% | +9.3% | 1.583% | |
2/9/2024 | UBS Group AG | 93,956 | $9.59M | 0.0% | +1.3% | 3.998% | |
2/6/2024 | Leuthold Group LLC | 45,612 | $4.65M | 0.6% | +2.0% | 1.941% | |
2/2/2024 | Atria Wealth Solutions Inc. | 2,250 | $230K | 0.0% | -30.7% | 0.096% | |
|
1/26/2024 | Cerity Partners LLC | 3,411 | $348K | 0.0% | N/A | 0.145% | |
1/23/2024 | Upper Left Wealth Management LLC | 33,529 | $3.42M | 3.4% | -7.7% | 1.427% | |
11/13/2023 | Hsbc Holdings PLC | 10,814 | $1.06M | 0.0% | N/A | 0.460% | |
11/9/2023 | UBS Group AG | 92,796 | $9.07M | 0.0% | +11.2% | 3.949% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,340 | $522K | 0.0% | N/A | 0.227% | |
11/8/2023 | Atria Wealth Solutions Inc. | 3,245 | $317K | 0.0% | -72.1% | 0.138% | |
11/8/2023 | Hussman Strategic Advisors Inc. | 12,500 | $1.22M | 0.2% | -50.0% | 0.532% | |
11/7/2023 | Leuthold Group LLC | 44,726 | $4.37M | 0.6% | -3.0% | 1.903% | |
10/26/2023 | Western Pacific Wealth Management LP | 500 | $49K | 0.0% | N/A | 0.021% | |
10/24/2023 | Raymond James & Associates | 8,469 | $827K | 0.0% | -13.7% | 0.360% | |
10/23/2023 | Commonwealth Equity Services LLC | 12,073 | $1.18M | 0.0% | +1.0% | 0.514% | |
10/17/2023 | Flagship Harbor Advisors LLC | 5,070 | $495K | 0.0% | +98.8% | 0.216% | |
8/16/2023 | Glovista Investments LLC | 5,421 | $546K | 0.3% | -15.5% | 0.231% | |
8/14/2023 | Parallax Volatility Advisers L.P. | 5,280 | $532K | 0.0% | -1.9% | 0.225% | |
8/9/2023 | Flow Traders U.S. LLC | 4,774 | $481K | 0.0% | N/A | 0.191% | |
8/8/2023 | Leuthold Group LLC | 46,092 | $4.65M | 0.6% | -1.9% | 1.844% | |
8/4/2023 | Envestnet Asset Management Inc. | 17,536 | $1.77M | 0.0% | +35.0% | 0.701% | |
8/4/2023 | EverSource Wealth Advisors LLC | 980 | $99K | 0.0% | N/A | 0.039% | |
8/3/2023 | Atria Wealth Solutions Inc. | 11,651 | $1.18M | 0.0% | +5.9% | 0.466% | |
7/31/2023 | LPL Financial LLC | 16,125 | $1.63M | 0.0% | +59.6% | 0.645% | |
7/27/2023 | Virtu Financial LLC | 50,615 | $5.10M | 0.4% | +124.9% | 2.025% | |
7/27/2023 | EA Series Trust | 61,292 | $6.17M | 0.2% | N/A | 2.452% | |
7/26/2023 | Upper Left Wealth Management LLC | 36,406 | $3.67M | 4.1% | +0.3% | 1.456% | |
7/25/2023 | Raymond James & Associates | 9,819 | $990K | 0.0% | -17.6% | 0.393% | |
7/18/2023 | Stratos Wealth Partners LTD. | 2,965 | $299K | 0.0% | -83.4% | 0.119% | |
7/11/2023 | Worth Asset Management LLC | 20,265 | $2.04M | 1.6% | +21.9% | 0.811% | |
7/11/2023 | Flagship Harbor Advisors LLC | 2,550 | $257K | 0.0% | N/A | 0.102% | |
6/14/2023 | Atria Wealth Solutions Inc. | 10,998 | $1.10M | 0.0% | N/A | 0.393% | |
5/9/2023 | Obermeyer Wood Investment Counsel Lllp | 5,000 | $501K | 0.0% | -9.5% | 0.189% | |
5/9/2023 | Laffer Tengler Investments | 7,545 | $756K | 0.2% | N/A | 0.285% | |
5/8/2023 | NewEdge Wealth LLC | 3,304 | $331K | 0.0% | N/A | 0.125% | |
5/3/2023 | Advisors Preferred LLC | 861 | $87K | 0.0% | N/A | 0.032% | |
5/1/2023 | Virtu Financial LLC | 22,502 | $2.25M | 0.2% | N/A | 0.849% | |
4/27/2023 | Stratos Wealth Partners LTD. | 17,913 | $1.80M | 0.0% | +62.6% | 0.676% | |
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4/25/2023 | Upper Left Wealth Management LLC | 36,301 | $3.64M | 4.1% | -2.8% | 1.370% | |
4/18/2023 | Leuthold Group LLC | 46,969 | $4.71M | 0.6% | +2.0% | 1.772% | |
4/14/2023 | Raymond James & Associates | 11,919 | $1.19M | 0.0% | N/A | 0.450% | |
4/12/2023 | Legacy Private Trust Co. | 46,361 | $4.65M | 0.4% | +200.0% | 1.749% | |
4/12/2023 | Worth Asset Management LLC | 16,619 | $1.67M | 1.3% | +9,733.7% | 0.627% | |
2/24/2023 | Garde Capital Inc. | 1,135 | $112K | 0.0% | -80.7% | 0.039% | |
2/14/2023 | Alpine Global Management LLC | 6,672 | $659K | 0.2% | N/A | 0.230% | |
2/13/2023 | Clarity Financial LLC | 10,875 | $1.07M | 0.2% | -91.4% | 0.375% | |
2/10/2023 | Creative Planning | 7,944 | $785K | 0.0% | -28.7% | 0.274% | |
2/10/2023 | HRT Financial LP | 2,451 | $242K | 0.0% | N/A | 0.085% | |
2/10/2023 | Berkeley Capital Partners LLC | 29,022 | $2.87M | 1.1% | N/A | 1.001% | |
2/8/2023 | Obermeyer Wood Investment Counsel Lllp | 5,525 | $546K | 0.0% | -16.6% | 0.191% | |
2/8/2023 | UBS Group AG | 70,712 | $6.99M | 0.0% | -94.4% | 2.438% | |
2/7/2023 | Commonwealth Equity Services LLC | 7,318 | $723K | 0.0% | +161.1% | 0.252% | |
2/7/2023 | LPL Financial LLC | 16,204 | $1.60M | 0.0% | +291.9% | 0.559% | |
2/6/2023 | Black Diamond Financial LLC | 2,090 | $206K | 0.1% | N/A | 0.072% | |
2/3/2023 | U.S. Capital Wealth Advisors LLC | 281 | $28K | 0.0% | N/A | 0.010% | |
2/2/2023 | Q3 Asset Management | 36,409 | $3.60M | 2.4% | N/A | 1.255% | |
1/31/2023 | Leuthold Group LLC | 46,060 | $4.55M | 0.6% | +7.4% | 1.588% | |
1/27/2023 | Clearwater Capital Advisors LLC | 2,122 | $210K | 0.0% | N/A | 0.073% | |
1/25/2023 | Clarius Group LLC | 15,967 | $1.58M | 0.1% | N/A | 0.541% | |
1/24/2023 | Kathmere Capital Management LLC | 11,109 | $1.10M | 0.2% | N/A | 0.377% | |
1/18/2023 | Romano Brothers AND Company | 350 | $35K | 0.0% | N/A | 0.012% | |
1/17/2023 | Upper Left Wealth Management LLC | 37,343 | $3.69M | 4.4% | -2.9% | 1.245% | |
1/6/2023 | Legacy Private Trust Co. | 15,456 | $1.53M | 0.1% | N/A | 0.515% | |
1/5/2023 | HBW Advisory Services LLC | 2,147 | $212K | 0.1% | N/A | 0.074% | |
12/9/2022 | Obermeyer Wood Investment Counsel Lllp | 6,628 | $599K | 0.0% | N/A | 0.164% | |
11/15/2022 | Flow Traders U.S. LLC | 4,485 | $406K | 0.0% | N/A | 0.111% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 1,126 | $102K | 0.0% | N/A | 0.028% | |
11/14/2022 | AXA S.A. | 10,544 | $954K | 0.0% | N/A | 0.260% | |
11/10/2022 | Clarity Financial LLC | 127,004 | $11.49M | 2.7% | N/A | 3.136% | |
11/10/2022 | UBS Group AG | 1,255,466 | $113.54M | 0.0% | +269.6% | 30.999% | |
11/9/2022 | Westside Investment Management Inc. | 4,750 | $149.51M | 0.4% | +97.9% | 0.117% | |
11/8/2022 | O Dell Group LLC | 302 | $27K | 0.0% | +235.6% | 0.007% | |
11/4/2022 | X Square Capital LLC | 21,705 | $1.96M | 1.2% | N/A | 0.536% | |
11/2/2022 | Rockefeller Capital Management L.P. | 1,236 | $111K | 0.0% | +21.2% | 0.031% | |
11/2/2022 | Hussman Strategic Advisors Inc. | 25,000 | $2.26M | 0.4% | +25.0% | 0.667% | |
11/2/2022 | North Star Investment Management Corp. | 1,450 | $131K | 0.0% | +222.2% | 0.039% | |
11/2/2022 | Avantax Advisory Services Inc. | 2,700 | $244K | 0.0% | N/A | 0.072% | |
11/1/2022 | Upper Left Wealth Management LLC | 38,454 | $3.49M | 4.5% | -2.1% | 1.025% | |
11/1/2022 | Abundance Wealth Counselors | 2,535 | $229K | 0.1% | -49.4% | 0.064% | |
10/31/2022 | Leuthold Group LLC | 42,889 | $3.88M | 0.6% | +4.7% | 1.086% | |
10/31/2022 | Antonetti Capital Management LLC | 275 | $25K | 0.0% | N/A | 0.007% | |
10/13/2022 | Newbridge Financial Services Group Inc. | 545 | $49K | 0.0% | N/A | 0.012% | |
8/23/2022 | Garde Capital Inc. | 5,880 | $570K | 0.1% | -21.5% | 0.168% | |
8/15/2022 | Parallax Volatility Advisers L.P. | 6,280 | $608K | 0.0% | -2.0% | 0.179% | |
8/15/2022 | Clearstead Advisors LLC | 414 | $40K | 0.0% | N/A | 0.012% | |
8/11/2022 | UBS Group AG | 339,713 | $32.92M | 0.0% | +901.1% | 9.706% | |
8/10/2022 | Clarius Group LLC | 33,756 | $3.27M | 0.3% | N/A | 0.964% | |
8/5/2022 | Abundance Wealth Counselors | 5,005 | $485K | 0.1% | N/A | 0.143% | |
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8/1/2022 | Leuthold Group LLC | 40,952 | $3.97M | 0.6% | +1.8% | 1.187% | |
7/25/2022 | Saxon Interests Inc. | 10,453 | $1.01M | 0.6% | N/A | 0.303% | |
7/19/2022 | GFS Advisors LLC | 2,508 | $243K | 0.1% | N/A | 0.078% | |
7/15/2022 | Westside Investment Management Inc. | 2,400 | $68.00M | 0.2% | N/A | 0.077% | |
7/8/2022 | Upper Left Wealth Management LLC | 39,277 | $3.81M | 4.4% | +0.9% | 1.540% | |
5/27/2022 | Garde Capital Inc. | 7,495 | $769K | 0.1% | +364.1% | 0.326% | |
5/12/2022 | Oppenheimer & Co. Inc. | 2,203 | $226K | 0.0% | -37.3% | 0.086% | |
5/4/2022 | Baker Ellis Asset Management LLC | 2,000 | $205K | 0.0% | -50.0% | 0.087% | |
5/4/2022 | Leuthold Group LLC | 40,245 | $4.13M | 0.5% | -1.8% | 1.750% | |
5/4/2022 | Commonwealth Equity Services LLC | 5,956 | $611K | 0.0% | +48.9% | 0.259% | |