10/24/2024 | Wealth Enhancement Advisory Services LLC | 44,054 | $3.18M | 0.0% | -1.2% | 0.227% | |
10/23/2024 | Mirae Asset Global Investments Co. Ltd. | 72,127 | $5.35M | 0.0% | -38.8% | 0.372% | |
10/22/2024 | McAdam LLC | 7,826 | $566K | 0.0% | -33.6% | 0.040% | |
10/10/2024 | Octavia Wealth Advisors LLC | 5,467 | $395K | 0.0% | -3.6% | 0.028% | |
10/9/2024 | Patten Group Inc. | 2,814 | $203K | 0.0% | N/A | 0.014% | |
8/14/2024 | Insigneo Advisory Services LLC | 7,096 | $437K | 0.0% | -68.7% | 0.031% | |
|
8/14/2024 | Marshall Wace LLP | 7,060 | $474K | 0.0% | +68.1% | 0.031% | |
8/14/2024 | Bank of Montreal Can | 47,159 | $3.21M | 0.0% | +1,142.7% | 0.204% | |
8/8/2024 | Envestnet Asset Management Inc. | 25,449 | $1.71M | 0.0% | -9.1% | 0.110% | |
7/31/2024 | Blue Fin Capital Inc. | 11,009 | $739K | 0.1% | -2.5% | 0.047% | |
7/25/2024 | Upper Left Wealth Management LLC | 5,835 | $392K | 0.4% | +5.3% | 0.025% | |
7/24/2024 | McAdam LLC | 11,789 | $791K | 0.0% | -3.8% | 0.050% | |
7/24/2024 | Avalon Capital Management | 30,255 | $2.03M | 0.6% | N/A | 0.128% | |
7/23/2024 | GYL Financial Synergies LLC | 55,905 | $3.75M | 0.3% | -6.5% | 0.236% | |
5/15/2024 | Flow Traders U.S. LLC | 230,957 | $14.02M | 0.8% | +44.0% | 0.983% | |
5/14/2024 | OLD Mission Capital LLC | 214,209 | $13.01M | 0.2% | +147.2% | 0.912% | |
5/1/2024 | StoneX Group Inc. | 68,800 | $4.18M | 0.5% | N/A | 0.293% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 112,780 | $6.85M | 0.0% | N/A | 0.480% | |
4/23/2024 | McAdam LLC | 12,255 | $744K | 0.0% | -4.7% | 0.052% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 44,543 | $2.70M | 0.0% | +3.8% | 0.188% | |
4/11/2024 | City Holding Co. | 3,415 | $207K | 0.0% | +13.3% | 0.014% | |
4/10/2024 | Banque Cantonale Vaudoise | 3,364 | $204K | 0.0% | -24.6% | 0.014% | |
2/9/2024 | Advisory Services Network LLC | 3,446 | $200K | 0.0% | N/A | 0.014% | |
2/7/2024 | Arlington Capital Management Inc. | 5,207 | $302K | 0.3% | N/A | 0.021% | |
2/5/2024 | McAdam LLC | 12,856 | $745K | 0.1% | -6.1% | 0.053% | |
2/1/2024 | CWM LLC | 2,974 | $172K | 0.0% | N/A | 0.012% | |
1/30/2024 | Octavia Wealth Advisors LLC | 6,280 | $364K | 0.1% | -6.9% | 0.026% | |
1/30/2024 | SFI Advisors LLC | 31,065 | $1.80M | 1.5% | +17.5% | 0.128% | |
1/30/2024 | Syntax Research Inc. | 7,009 | $406K | 0.3% | -5.7% | 0.029% | |
1/30/2024 | Vontobel Holding Ltd. | 39,751 | $2.30M | 0.0% | +299.9% | 0.164% | |
1/24/2024 | International Assets Investment Management LLC | 2,841 | $165K | 0.0% | N/A | 0.012% | |
1/23/2024 | Upper Left Wealth Management LLC | 40,362 | $2.34M | 2.3% | +3.7% | 0.166% | |
1/19/2024 | Activest Wealth Management | 1,263 | $73K | 0.0% | N/A | 0.005% | |
1/12/2024 | Redhawk Wealth Advisors Inc. | 113,306 | $6.57M | 1.3% | -1.1% | 0.463% | |
1/11/2024 | City Holding Co. | 3,015 | $175K | 0.0% | -15.9% | 0.012% | |
11/13/2023 | Mariner LLC | 17,186 | $953K | 0.0% | +71.2% | 0.070% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,087 | $60K | 0.0% | -57.1% | 0.004% | |
11/9/2023 | UBS Group AG | 70,931 | $3.93M | 0.0% | -1.9% | 0.288% | |
11/6/2023 | GYL Financial Synergies LLC | 66,150 | $3.67M | 0.4% | -2.4% | 0.268% | |
11/1/2023 | Orion Portfolio Solutions LLC | 8,074 | $448K | 0.0% | +3.9% | 0.033% | |
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10/31/2023 | McAdam LLC | 13,686 | $759K | 0.1% | -5.6% | 0.056% | |
10/30/2023 | SFI Advisors LLC | 26,439 | $1.47M | 1.4% | +13.3% | 0.107% | |
10/30/2023 | Octavia Wealth Advisors LLC | 6,747 | $374K | 0.1% | -6.9% | 0.027% | |
10/27/2023 | B&D White Capital Company LLC | 5,132 | $285K | 0.1% | -88.8% | 0.021% | |
10/25/2023 | Upper Left Wealth Management LLC | 38,905 | $2.16M | 2.2% | +4.1% | 0.157% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 8,368 | $464K | 0.0% | -16.5% | 0.034% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 6,739 | $374K | 0.0% | -15.6% | 0.027% | |
10/19/2023 | Blue Fin Capital Inc. | 11,480 | $637K | 0.2% | -11.9% | 0.046% | |
10/13/2023 | City Holding Co. | 3,585 | $199K | 0.0% | -32.2% | 0.014% | |
10/13/2023 | Redhawk Wealth Advisors Inc. | 114,596 | $6.35M | 2.1% | +2.6% | 0.456% | |
10/12/2023 | Patten Group Inc. | 5,190 | $288K | 0.1% | +5.9% | 0.021% | |
10/11/2023 | Vontobel Holding Ltd. | 9,939 | $551K | 0.0% | -16.4% | 0.040% | |
10/10/2023 | EWG Elevate Inc. | 89,366 | $4.96M | 2.2% | -4.4% | 0.355% | |
8/18/2023 | SFI Advisors LLC | 23,331 | $1.39M | 1.3% | +7.5% | 0.086% | |
8/11/2023 | Cibc World Market Inc. | 30,479 | $1.82M | 0.0% | -0.8% | 0.112% | |
8/11/2023 | BlackRock Inc. | 8,030,116 | $478.52M | 0.0% | -0.5% | 29.577% | |
8/10/2023 | Blume Capital Management Inc. | 1,547 | $92K | 0.0% | N/A | 0.006% | |
8/10/2023 | Wintrust Investments LLC | 3,790 | $226K | 0.0% | +15.2% | 0.014% | |
8/9/2023 | Flow Traders U.S. LLC | 23,128 | $1.38M | 0.1% | +55.9% | 0.085% | |
8/9/2023 | Banque Cantonale Vaudoise | 5,268 | $314K | 0.0% | +4.2% | 0.019% | |
8/9/2023 | Coastal Investment Advisors Inc. | 665 | $40K | 0.0% | N/A | 0.002% | |
8/4/2023 | Envestnet Asset Management Inc. | 56,445 | $3.36M | 0.0% | -1.4% | 0.208% | |
8/4/2023 | B&D White Capital Company LLC | 45,790 | $2.73M | 0.9% | +2.0% | 0.169% | |
8/3/2023 | Texas Yale Capital Corp. | 19,432 | $1.16M | 0.1% | -8.1% | 0.072% | |
8/2/2023 | Bank of Montreal Can | 900 | $57K | 0.0% | N/A | 0.003% | |
8/2/2023 | McAdam LLC | 14,504 | $864K | 0.1% | -1.7% | 0.053% | |
7/31/2023 | LPL Financial LLC | 8,673 | $517K | 0.0% | -3.5% | 0.032% | |
7/31/2023 | Blue Fin Capital Inc. | 13,034 | $777K | 0.2% | -8.9% | 0.048% | |
7/26/2023 | Upper Left Wealth Management LLC | 37,384 | $2.23M | 2.5% | -0.7% | 0.138% | |
7/18/2023 | Octavia Wealth Advisors LLC | 7,247 | $432K | 0.1% | -3.2% | 0.027% | |
7/17/2023 | Harel Insurance Investments & Financial Services Ltd. | 982 | $59K | 0.0% | +1,622.8% | 0.004% | |
7/13/2023 | Redhawk Wealth Advisors Inc. | 111,733 | $6.66M | 2.0% | N/A | 0.412% | |
7/13/2023 | Twelve Points Wealth Management LLC | 14,621 | $871K | 0.5% | -1.4% | 0.054% | |
7/13/2023 | Cambridge Investment Research Advisors Inc. | 7,987 | $476K | 0.0% | +25.8% | 0.029% | |
7/12/2023 | EWG Elevate Inc. | 93,511 | $5.57M | 2.3% | +6.7% | 0.344% | |
7/10/2023 | Outlook Wealth Advisors LLC | 5,057 | $301K | 0.1% | -93.6% | 0.019% | |
5/12/2023 | Prudential PLC | 20,690 | $1.28M | 0.0% | N/A | 0.077% | |
5/12/2023 | Greenwood Capital Associates LLC | 44,333 | $2.74M | 0.4% | N/A | 0.165% | |
5/11/2023 | Insigneo Advisory Services LLC | 22,661 | $1.40M | 0.4% | N/A | 0.084% | |
5/9/2023 | Wintrust Investments LLC | 3,290 | $204K | 0.0% | N/A | 0.012% | |
5/3/2023 | B&D White Capital Company LLC | 44,880 | $2.78M | 0.9% | +931.5% | 0.167% | |
4/28/2023 | Ameritas Advisory Services LLC | 2,421 | $142K | 0.0% | N/A | 0.009% | |
4/25/2023 | Upper Left Wealth Management LLC | 37,651 | $2.33M | 2.6% | +1.4% | 0.139% | |
4/24/2023 | McAdam LLC | 14,750 | $913K | 0.1% | -36.6% | 0.054% | |
4/24/2023 | D Orazio & Associates Inc. | 4,649 | $288K | 0.1% | -66.2% | 0.017% | |
4/20/2023 | Octavia Wealth Advisors LLC | 7,487 | $463K | 0.1% | -18.0% | 0.028% | |
4/20/2023 | Banque Cantonale Vaudoise | 5,056 | $313K | 0.0% | +16.6% | 0.019% | |
4/18/2023 | Outlook Wealth Advisors LLC | 78,659 | $4.87M | 2.2% | N/A | 0.290% | |
4/14/2023 | Raymond James Financial Services Advisors Inc. | 9,866 | $611K | 0.0% | N/A | 0.036% | |
4/13/2023 | EWG Elevate Inc. | 87,626 | $5.42M | 2.3% | +16,816.2% | 0.323% | |
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4/12/2023 | Vontobel Holding Ltd. | 11,883 | $735K | 0.0% | -25.7% | 0.044% | |
3/6/2023 | OLD Mission Capital LLC | 491,327 | $27.88M | 0.8% | N/A | 2.056% | |
2/13/2023 | Financial Partners Capital Management LLC | 73,509 | $4.17M | 0.9% | N/A | 0.308% | |
2/10/2023 | Red Lighthouse Investment Management LLC | 7,188 | $408K | 0.2% | N/A | 0.030% | |
2/8/2023 | UBS Group AG | 102,544 | $5.82M | 0.0% | +156.2% | 0.429% | |
2/8/2023 | Orion Portfolio Solutions LLC | 4,218 | $239K | 0.0% | N/A | 0.018% | |
2/8/2023 | Thrivent Financial for Lutherans | 3,694 | $210K | 0.0% | -20.4% | 0.015% | |
2/8/2023 | Cambridge Investment Research Advisors Inc. | 5,497 | $312K | 0.0% | -31.2% | 0.023% | |
2/7/2023 | B&D White Capital Company LLC | 4,351 | $247K | 0.1% | N/A | 0.018% | |
2/7/2023 | LPL Financial LLC | 10,698 | $607K | 0.0% | +28.9% | 0.045% | |