4/23/2025 | Creative Financial Designs Inc. ADV | 3,020 | $98K | 0.0% | +43,042.9% | 0.025% | |
4/23/2025 | Perigon Wealth Management LLC | 20,974 | $681K | 0.0% | -16.2% | 0.177% | |
4/18/2025 | Wolf Group Capital Advisors | 7,411 | $240K | 0.1% | -37.6% | 0.063% | |
4/16/2025 | Opal Wealth Advisors LLC | 3,912 | $127K | 0.0% | N/A | 0.033% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 7,819 | $242K | 0.1% | +22.7% | 0.065% | |
4/14/2025 | Selective Wealth Management Inc. | 303,774 | $9.28M | 4.0% | -2.8% | 2.542% | |
4/11/2025 | StoneCrest Wealth Management Inc. | 95,861 | $3.11M | 2.0% | +2.9% | 0.799% | |
3/24/2025 | Mascagni Wealth Management Inc. | 3,208 | $120K | 0.1% | N/A | 0.026% | |
2/25/2025 | Armis Advisers LLC | 14,504 | $544K | 0.1% | N/A | 0.120% | |
2/18/2025 | GTS Securities LLC | 9,164 | $344K | 0.0% | +33.6% | 0.076% | |
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2/17/2025 | Two Sigma Investments LP | 50,486 | $1.89M | 0.0% | N/A | 0.416% | |
2/17/2025 | Cetera Investment Advisers | 35,387 | $1.33M | 0.0% | -18.1% | 0.292% | |
2/17/2025 | Bank of America Corp DE | 34,367 | $1.29M | 0.0% | -57.7% | 0.283% | |
2/17/2025 | Ameriprise Financial Inc. | 8,139 | $305K | 0.0% | -40.6% | 0.067% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 38,600 | $1.45M | 0.0% | N/A | 0.318% | |
2/14/2025 | Pinebridge Investments L.P. | 33,661 | $1.26M | 0.0% | +386.5% | 0.278% | |
2/14/2025 | Stifel Financial Corp | 28,582 | $1.07M | 0.0% | -18.0% | 0.236% | |
2/14/2025 | Tower Research Capital LLC TRC | 14,283 | $536K | 0.0% | +170.5% | 0.118% | |
2/14/2025 | Curi RMB Capital LLC | 374,312 | $14.04M | 0.3% | N/A | 3.086% | |
2/13/2025 | Marshall Wace LLP | 20,961 | $786K | 0.0% | N/A | 0.173% | |
2/13/2025 | O ROURKE & COMPANY Inc | 8,263 | $310K | 0.2% | +20.3% | 0.068% | |
2/13/2025 | Raymond James Financial Inc. | 150,946 | $5.66M | 0.0% | N/A | 1.244% | |
2/13/2025 | Advisory Services Network LLC | 7,874 | $295K | 0.0% | +14.6% | 0.065% | |
2/13/2025 | Sumitomo Mitsui Financial Group Inc. | 67,607 | $2.54M | 0.0% | -2.2% | 0.557% | |
2/12/2025 | Franklin Resources Inc. | 25,167 | $944K | 0.0% | +3.0% | 0.207% | |
2/12/2025 | JPMorgan Chase & Co. | 429,621 | $16.12M | 0.0% | -19.3% | 3.542% | |
2/11/2025 | LPL Financial LLC | 115,128 | $4.32M | 0.0% | -6.8% | 0.949% | |
2/10/2025 | Clearwater Capital Advisors LLC | 174,098 | $6.53M | 0.6% | -4.3% | 1.435% | |
2/10/2025 | Harbour Investments Inc. | 3,350 | $126K | 0.0% | -16.1% | 0.028% | |
2/10/2025 | Commonwealth Equity Services LLC | 14,502 | $544K | 0.0% | -17.8% | 0.120% | |
2/7/2025 | EPIQ Capital Group LLC | 59,418 | $2.23M | 0.6% | +0.7% | 0.490% | |
2/6/2025 | Raymond James Financial Inc. | 150,946 | $5.66M | 0.0% | N/A | 1.244% | |
2/5/2025 | Halbert Hargrove Global Advisors LLC | 5,702 | $214K | 0.0% | N/A | 0.047% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 6,371 | $239K | 0.1% | -21.3% | 0.053% | |
2/3/2025 | Ieq Capital LLC | 144,891 | $5.44M | 0.1% | +36.7% | 1.194% | |
2/3/2025 | Private Advisor Group LLC | 7,478 | $281K | 0.0% | -42.3% | 0.062% | |
1/30/2025 | Vontobel Holding Ltd. | 5,800 | $218K | 0.0% | -23.7% | 0.048% | |
1/29/2025 | Stonebridge Financial Group LLC | 327,021 | $12.27M | 1.4% | N/A | 2.703% | |
1/29/2025 | Summit Trail Advisors LLC | 255,743 | $9.60M | 0.4% | +24.1% | 2.114% | |
1/27/2025 | Insight Advisors LLC PA | 8,138 | $307K | 0.1% | +19.2% | 0.067% | |
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1/27/2025 | Robertson Stephens Wealth Management LLC | 5,362 | $201K | 0.0% | -15.0% | 0.044% | |
1/27/2025 | Y.D. More Investments Ltd | 3,251 | $122K | 0.0% | +170.9% | 0.027% | |
1/23/2025 | Oxler Private Wealth LLC | 10,115 | $380K | 0.1% | -31.8% | 0.084% | |
1/23/2025 | Milestone Asset Management LLC | 11,191 | $420K | 0.1% | +5.9% | 0.092% | |
1/22/2025 | Joseph P. Lucia & Associates LLC | 34,881 | $1.31M | 0.6% | +9.8% | 0.288% | |
1/15/2025 | Selective Wealth Management Inc. | 312,554 | $11.57M | 4.7% | -3.5% | 2.531% | |
1/15/2025 | Merit Financial Group LLC | 5,840 | $219K | 0.0% | N/A | 0.047% | |
1/15/2025 | Yarbrough Capital LLC | 165,470 | $6.21M | 0.2% | -5.7% | 1.340% | |
1/15/2025 | StoneCrest Wealth Management Inc. | 93,139 | $3.50M | 2.3% | +139.2% | 0.754% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 10,163 | $381K | 0.0% | +7.8% | 0.082% | |
12/26/2024 | JPMorgan Chase & Co. | 532,384 | $17.02M | 0.0% | -10.6% | 4.353% | |
11/27/2024 | Franklin Resources Inc. | 24,437 | $812K | 0.0% | +4.3% | 0.200% | |
11/15/2024 | Jane Street Group LLC | 15,293 | $489K | 0.0% | -64.6% | 0.125% | |
11/15/2024 | Stifel Financial Corp | 34,856 | $1.11M | 0.0% | -9.2% | 0.285% | |
11/12/2024 | Summit Trail Advisors LLC | 206,024 | $6.59M | 0.2% | -20.0% | 1.685% | |
10/28/2024 | O ROURKE & COMPANY Inc | 6,869 | $220K | 0.1% | -19.3% | 0.056% | |
10/28/2024 | Meitav Investment House Ltd. | 27,213 | $870K | 0.0% | -95.1% | 0.222% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 8,100 | $259K | 0.1% | -10.8% | 0.066% | |
10/25/2024 | Lodestar Private Asset Management LLC | 16,949 | $542K | 0.1% | -9.1% | 0.138% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 9,427 | $301K | 0.0% | -11.9% | 0.076% | |
10/23/2024 | PSI Advisors LLC | 820 | $26K | 0.0% | -36.6% | 0.007% | |
10/22/2024 | International Assets Investment Management LLC | 5,114 | $160K | 0.0% | +3,096.3% | 0.041% | |
10/18/2024 | Raymond James & Associates | 134,775 | $4.31M | 0.0% | +0.8% | 1.083% | |
10/11/2024 | Oxler Private Wealth LLC | 14,841 | $474K | 0.2% | -2.8% | 0.116% | |
10/9/2024 | Selective Wealth Management Inc. | 323,783 | $10.27M | 4.3% | -4.8% | 2.535% | |
10/8/2024 | StoneCrest Wealth Management Inc. | 38,941 | $1.25M | 0.9% | N/A | 0.305% | |
8/22/2024 | Cetera Investment Advisers | 53,843 | $1.70M | 0.0% | -11.5% | 0.365% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 3,547 | $112K | 0.0% | +19.8% | 0.024% | |
8/13/2024 | Summit Trail Advisors LLC | 257,508 | $8.14M | 0.2% | -37.2% | 1.743% | |
8/12/2024 | Ieq Capital LLC | 105,981 | $3.35M | 0.0% | +125.3% | 0.718% | |
8/12/2024 | Blair William & Co. IL | 11,225 | $355K | 0.0% | +49.3% | 0.076% | |
8/10/2024 | EPIQ Capital Group LLC | 65,005 | $2.05M | 0.7% | +0.9% | 0.440% | |
8/6/2024 | Clearwater Capital Advisors LLC | 158,572 | $5.01M | 0.5% | +5.5% | 1.074% | |
8/3/2024 | KM Capital Management Ltd. | 29,050 | $918K | 0.5% | -5.7% | 0.197% | |
8/2/2024 | Larson Financial Group LLC | 6,625 | $209K | 0.0% | N/A | 0.045% | |
7/31/2024 | Farther Finance Advisors LLC | 8,121 | $257K | 0.0% | +12.5% | 0.055% | |
7/31/2024 | Commonwealth Equity Services LLC | 36,198 | $1.14M | 0.0% | -37.7% | 0.246% | |
7/30/2024 | Moloney Securities Asset Management LLC | 9,453 | $299K | 0.0% | -7.0% | 0.064% | |
7/29/2024 | Meitav Investment House Ltd. | 555,950 | $17.56M | 0.3% | -3.0% | 3.774% | |
7/26/2024 | Harbour Investments Inc. | 4,184 | $132K | 0.0% | -9.1% | 0.028% | |
7/24/2024 | Joseph P. Lucia & Associates LLC | 32,029 | $1.01M | 0.5% | +7.8% | 0.217% | |
7/23/2024 | PSI Advisors LLC | 1,294 | $41K | 0.0% | -80.1% | 0.009% | |
7/17/2024 | Yarbrough Capital LLC | 175,411 | $5.54M | 0.2% | -36.3% | 1.185% | |
7/16/2024 | Insight Advisors LLC PA | 6,388 | $202K | 0.0% | N/A | 0.043% | |
7/12/2024 | Opal Wealth Advisors LLC | 3,427 | $108K | 0.0% | +107.2% | 0.022% | |
7/10/2024 | Selective Wealth Management Inc. | 340,138 | $10.53M | 4.6% | -3.6% | 2.202% | |
7/10/2024 | CWM LLC | 17,986 | $568K | 0.0% | -4.8% | 0.116% | |
7/5/2024 | HBW Advisory Services LLC | 1,001 | $32K | 0.0% | N/A | 0.006% | |
5/24/2024 | Cetera Advisors LLC | 46,090 | $1.61M | 0.0% | +125.0% | 0.262% | |
5/24/2024 | Cetera Investment Advisers | 60,825 | $2.12M | 0.0% | +51.3% | 0.346% | |
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5/14/2024 | CreativeOne Wealth LLC | 38,344 | $1.34M | 0.1% | N/A | 0.218% | |
5/10/2024 | Resolute Advisors LLC | 46,762 | $1.63M | 0.3% | -21.2% | 0.266% | |
5/9/2024 | Clearwater Capital Advisors LLC | 150,294 | $5.23M | 0.6% | +1.4% | 0.854% | |
5/9/2024 | SageView Advisory Group LLC | 27,609 | $961K | 0.0% | N/A | 0.157% | |
5/4/2024 | Joseph P. Lucia & Associates LLC | 29,719 | $1.04M | 0.6% | +1.2% | 0.167% | |
5/2/2024 | Graypoint LLC | 8,078 | $281K | 0.0% | -14.8% | 0.046% | |
5/1/2024 | Private Advisor Group LLC | 13,438 | $468K | 0.0% | -5.2% | 0.076% | |
4/30/2024 | SpiderRock Advisors LLC | 12,600 | $432K | 0.0% | N/A | 0.071% | |
4/29/2024 | Commonwealth Equity Services LLC | 58,077 | $2.02M | 0.0% | -6.5% | 0.327% | |
4/25/2024 | Lodestar Private Asset Management LLC | 18,649 | $649K | 0.1% | -25.0% | 0.105% | |