5/11/2024 | Ironsides Asset Advisors LLC | 6,435 | $331K | 0.1% | -7.8% | 0.097% | |
5/8/2024 | Avantax Advisory Services Inc. | 14,513 | $745K | 0.0% | +30.4% | 0.219% | |
5/1/2024 | Concourse Financial Group Securities Inc. | 16,085 | $826K | 0.1% | +16.0% | 0.243% | |
4/30/2024 | Commonwealth Equity Services LLC | 16,367 | $841K | 0.0% | -23.5% | 0.247% | |
4/24/2024 | Solstein Capital LLC | 3,525 | $181K | 0.1% | -23.6% | 0.054% | |
4/16/2024 | 180 Wealth Advisors LLC | 18,959 | $974K | 0.2% | +44.7% | 0.289% | |
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4/15/2024 | Flagstar Advisors Inc. | 6,480 | $333K | 0.1% | +67.1% | 0.099% | |
3/22/2024 | PNC Financial Services Group Inc. | 5,650 | $348K | 0.0% | -6.7% | 0.077% | |
3/8/2024 | ICA Group Wealth Management LLC | 675 | $42K | 0.0% | N/A | 0.009% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 700 | $43K | 0.0% | -95.0% | 0.010% | |
2/9/2024 | Assetmark Inc. | 5,283 | $325K | 0.0% | +104.3% | 0.072% | |
2/9/2024 | PNC Financial Services Group Inc. | 5,650 | $348K | 0.0% | -6.7% | 0.077% | |
2/7/2024 | Avantax Advisory Services Inc. | 11,126 | $685K | 0.0% | -7.8% | 0.152% | |
2/7/2024 | Advantage Trust Co | 2,000 | $123K | 0.1% | N/A | 0.027% | |
2/7/2024 | Concourse Financial Group Securities Inc. | 13,864 | $853K | 0.1% | +9.9% | 0.189% | |
2/6/2024 | Picton Mahoney Asset Management | 3,100 | $191K | 0.0% | +47.6% | 0.042% | |
2/5/2024 | Islay Capital Management LLC | 650 | $40K | 0.0% | -43.5% | 0.009% | |
2/2/2024 | Meritage Portfolio Management | 187,314 | $11.53M | 0.8% | -0.7% | 2.559% | |
2/1/2024 | CWM LLC | 552 | $34K | 0.0% | -50.6% | 0.008% | |
1/30/2024 | Vontobel Holding Ltd. | 14,150 | $871K | 0.0% | +1.8% | 0.193% | |
1/29/2024 | Money Design Co. Ltd. | 56,412 | $3.47M | 0.2% | -19.0% | 0.771% | |
1/25/2024 | International Assets Investment Management LLC | 18,773 | $1.16M | 0.0% | N/A | 0.256% | |
1/25/2024 | 180 Wealth Advisors LLC | 13,102 | $802K | 0.2% | +26.6% | 0.179% | |
1/24/2024 | International Assets Investment Management LLC | 18,773 | $1.16M | 0.0% | N/A | 0.256% | |
1/24/2024 | Private Trust Co. NA | 1,113 | $69K | 0.0% | -21.2% | 0.015% | |
1/24/2024 | Walkner Condon Financial Advisors LLC | 31,428 | $1.93M | 0.4% | +21.0% | 0.429% | |
1/23/2024 | Private Wealth Advisors LLC | 28,181 | $1.74M | 0.7% | -30.9% | 0.385% | |
1/23/2024 | U S Global Investors Inc. | 400 | $25K | 0.0% | N/A | 0.005% | |
1/23/2024 | Solstein Capital LLC | 4,615 | $284K | 0.2% | -17.6% | 0.063% | |
1/19/2024 | Flagstar Advisors Inc. | 3,879 | $239K | 0.1% | N/A | 0.053% | |
1/17/2024 | Bridge Advisory LLC | 22,555 | $1.39M | 0.7% | -7.5% | 0.308% | |
1/16/2024 | Raymond James & Associates | 5,159 | $318K | 0.0% | -25.1% | 0.070% | |
1/16/2024 | CoreCap Advisors LLC | 17,280 | $1.06M | 0.1% | +14.3% | 0.236% | |
1/12/2024 | Kraematon Investment Advisors Inc. | 16,012 | $986K | 1.1% | -15.1% | 0.219% | |
12/4/2023 | WT Wealth Management | 3,359 | $223K | 0.1% | -91.0% | 0.046% | |
11/21/2023 | Tompkins Financial Corp | 667 | $44K | 0.0% | -33.3% | 0.009% | |
11/14/2023 | Twin Focus Capital Partners LLC | 5,300 | $352K | 0.1% | N/A | 0.072% | |
11/13/2023 | LPL Financial LLC | 106,052 | $7.03M | 0.0% | -11.4% | 1.449% | |
11/13/2023 | Prudential PLC | 26,667 | $1.77M | 0.0% | +9.7% | 0.364% | |
11/13/2023 | Kestra Advisory Services LLC | 9,451 | $627K | 0.0% | +4.8% | 0.129% | |
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11/13/2023 | PNC Financial Services Group Inc. | 6,058 | $402K | 0.0% | -5.6% | 0.083% | |
11/9/2023 | Atomi Financial Group Inc. | 16,609 | $1.10M | 0.4% | +124.4% | 0.227% | |
11/9/2023 | UBS Group AG | 74,721 | $4.96M | 0.0% | -40.8% | 1.021% | |
11/8/2023 | HighTower Advisors LLC | 5,349 | $354K | 0.0% | -45.9% | 0.073% | |
11/8/2023 | Janney Montgomery Scott LLC | 5,850 | $388K | 0.0% | -2.9% | 0.080% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 3,775 | $250K | 0.0% | -5.8% | 0.052% | |
11/8/2023 | Avantax Advisory Services Inc. | 12,073 | $801K | 0.0% | -1.7% | 0.165% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 3,480 | $231K | 0.0% | -20.5% | 0.048% | |
11/1/2023 | Simplex Trading LLC | 594 | $39K | 0.0% | N/A | 0.008% | |
11/1/2023 | Congress Asset Management Co. MA | 16,885 | $1.12M | 0.0% | -3.9% | 0.231% | |
11/1/2023 | 180 Wealth Advisors LLC | 10,346 | $686K | 0.2% | +14.1% | 0.141% | |
10/30/2023 | Meritage Portfolio Management | 188,709 | $12.52M | 0.9% | -0.4% | 2.578% | |
10/30/2023 | Congress Wealth Management LLC DE | 16,715 | $1.11M | 0.0% | -4.0% | 0.228% | |
10/30/2023 | Money Design Co. Ltd. | 69,649 | $4.62M | 0.3% | -5.5% | 0.951% | |
10/27/2023 | Assetmark Inc. | 2,586 | $172K | 0.0% | N/A | 0.035% | |
10/27/2023 | Capital Advisors Ltd. LLC | 713 | $47K | 0.0% | -58.4% | 0.010% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 3,427 | $227K | 0.0% | +13.2% | 0.047% | |
10/24/2023 | Raymond James & Associates | 6,892 | $457K | 0.0% | -22.9% | 0.094% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 7,679 | $509K | 0.0% | +3.7% | 0.105% | |
10/23/2023 | Sheets Smith Wealth Management | 1,191 | $79K | 0.0% | N/A | 0.016% | |
10/20/2023 | Bridge Advisory LLC | 24,374 | $1.62M | 0.6% | +16.9% | 0.333% | |
10/20/2023 | Walkner Condon Financial Advisors LLC | 25,975 | $1.72M | 0.5% | +9.1% | 0.355% | |
10/19/2023 | Private Wealth Advisors LLC | 40,809 | $2.71M | 1.1% | N/A | 0.558% | |
10/18/2023 | UMB Bank n.a. | 572 | $38K | 0.0% | -31.8% | 0.008% | |
10/18/2023 | Proficio Capital Partners LLC | 18,565 | $1.23M | 0.2% | -13.9% | 0.254% | |
10/13/2023 | Cooper Financial Group | 9,000 | $597K | 0.1% | +5.4% | 0.123% | |
10/11/2023 | Vontobel Holding Ltd. | 13,896 | $922K | 0.0% | +32.3% | 0.190% | |
9/12/2023 | Farther Finance Advisors LLC | 11,252 | $936K | 0.2% | +28,751.3% | 0.154% | |
8/15/2023 | Brown Shipley& Co Ltd | 11,037 | $4.40M | 2.1% | +37,958.6% | 0.151% | |
8/14/2023 | Eqis Capital Management Inc. | 9,670 | $804K | 0.1% | -10.1% | 0.132% | |
8/11/2023 | Cibc World Market Inc. | 3,684 | $306K | 0.0% | -20.5% | 0.050% | |
8/11/2023 | Kestra Advisory Services LLC | 9,018 | $750K | 0.0% | +1.8% | 0.123% | |
8/11/2023 | PNC Financial Services Group Inc. | 6,415 | $533K | 0.0% | -5.3% | 0.088% | |
8/10/2023 | Kraematon Investment Advisors Inc. | 19,469 | $1.62M | 1.8% | -2.3% | 0.266% | |
8/10/2023 | Commonwealth Equity Services LLC | 21,782 | $1.81M | 0.0% | -3.2% | 0.298% | |
8/10/2023 | Cetera Investment Advisers | 2,864 | $238K | 0.0% | -43.5% | 0.039% | |
8/9/2023 | Flow Traders U.S. LLC | 4,575 | $380K | 0.0% | N/A | 0.063% | |
8/8/2023 | Catalyst Capital Advisors LLC | 907 | $75K | 0.0% | -16.6% | 0.012% | |
8/8/2023 | Pekin Hardy Strauss Inc. | 4,380 | $364K | 0.0% | +15.9% | 0.060% | |
8/7/2023 | Islay Capital Management LLC | 1,150 | $96K | 0.1% | N/A | 0.016% | |
8/7/2023 | Woodward Diversified Capital LLC | 4,052 | $337K | 0.3% | N/A | 0.055% | |
8/4/2023 | Envestnet Asset Management Inc. | 21,963 | $1.83M | 0.0% | -6.3% | 0.300% | |
8/3/2023 | Atomi Financial Group Inc. | 7,401 | $615K | 0.3% | +50.0% | 0.101% | |
8/3/2023 | Atria Wealth Solutions Inc. | 3,572 | $297K | 0.0% | -10.3% | 0.049% | |
8/3/2023 | CWM LLC | 1,102 | $92K | 0.0% | -22.1% | 0.015% | |
8/2/2023 | Bank of Montreal Can | 5,751 | $507K | 0.0% | N/A | 0.079% | |
7/31/2023 | LPL Financial LLC | 119,703 | $9.96M | 0.0% | -1.5% | 1.635% | |
7/31/2023 | Meritage Portfolio Management | 189,381 | $15.75M | 1.1% | -5.3% | 2.587% | |
7/28/2023 | Money Design Co. Ltd. | 73,696 | $6.13M | 0.4% | -7.7% | 0.947% | |
7/28/2023 | Private Trust Co. NA | 1,413 | $118K | 0.0% | -38.9% | 0.018% | |
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7/27/2023 | Congress Asset Management Co. MA | 17,576 | $1.46M | 0.0% | N/A | 0.226% | |
7/26/2023 | Capital Advisors Ltd. LLC | 1,713 | $142K | 0.0% | -36.9% | 0.022% | |
7/26/2023 | Janney Montgomery Scott LLC | 6,027 | $501K | 0.0% | -5.3% | 0.077% | |
7/26/2023 | National Bank of Canada FI | 1,003 | $79K | 0.0% | +15.7% | 0.013% | |
7/26/2023 | All Season Financial Advisors Inc. | 3,015 | $251K | 0.2% | N/A | 0.039% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 3,028 | $252K | 0.0% | -84.6% | 0.039% | |
7/25/2023 | Raymond James & Associates | 8,938 | $743K | 0.0% | -77.3% | 0.115% | |
7/25/2023 | WT Wealth Management | 37,495 | $3.12M | 1.3% | +0.8% | 0.482% | |
7/24/2023 | Vontobel Holding Ltd. | 10,500 | $873K | 0.0% | -2.8% | 0.135% | |
7/21/2023 | Walkner Condon Financial Advisors LLC | 23,815 | $1.98M | 0.5% | -6.4% | 0.306% | |