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% | |
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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% | |
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% | |
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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% | |
4/24/2024 | Oxler Private Wealth LLC | 15,285 | $532K | 0.2% | -18.9% | 0.084% | |
4/23/2024 | Twin Peaks Wealth Advisors LLC | 9,684 | $337K | 0.2% | -8.0% | 0.053% | |
4/23/2024 | Summit Trail Advisors LLC | 409,861 | $14.27M | 0.4% | N/A | 2.258% | |
4/23/2024 | StoneCrest Wealth Management Inc. | 90,072 | $3.14M | 2.7% | +2.2% | 0.496% | |
4/22/2024 | Raymond James & Associates | 133,843 | $4.66M | 0.0% | +594.0% | 0.737% | |
4/18/2024 | O ROURKE & COMPANY Inc | 8,426 | $293K | 0.2% | N/A | 0.046% | |
4/12/2024 | First PREMIER Bank | 1,594 | $56K | 0.0% | +35.8% | 0.009% | |
4/11/2024 | Opal Wealth Advisors LLC | 1,654 | $58K | 0.0% | N/A | 0.009% | |
4/11/2024 | Selective Wealth Management Inc. | 352,800 | $11.80M | 5.1% | -1.5% | 1.923% | |
4/10/2024 | First Community Trust NA | 13,010 | $453K | 0.4% | N/A | 0.070% | |
4/9/2024 | Destiny Wealth Partners LLC | 93,140 | $3.24M | 0.6% | +0.4% | 0.499% | |
3/26/2024 | Fairman Group LLC | 3,500 | $122K | 0.1% | N/A | 0.019% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,700 | $59K | 0.0% | -55.3% | 0.009% | |
3/8/2024 | ICA Group Wealth Management LLC | 5,065 | $177K | 0.0% | N/A | 0.027% | |
2/26/2024 | Centaurus Financial Inc. | 23,083 | $807K | 0.1% | N/A | 0.123% | |
2/12/2024 | Parallel Advisors LLC | 5,298 | $185K | 0.0% | +32.2% | 0.028% | |
2/9/2024 | Cambridge Investment Research Advisors Inc. | 47,347 | $1.66M | 0.0% | +4.4% | 0.251% | |
2/9/2024 | Oxler Private Wealth LLC | 18,848 | $659K | 0.5% | -5.2% | 0.100% | |
2/8/2024 | Brown Advisory Inc. | 8,000 | $280K | 0.0% | N/A | 0.042% | |
2/8/2024 | Stelac Advisory Services LLC | 3,164 | $111K | 0.1% | N/A | 0.017% | |
2/8/2024 | Ceera Investments LLC | 6,721 | $235K | 0.1% | N/A | 0.036% | |
2/8/2024 | Sumitomo Mitsui Financial Group Inc. | 82,039 | $2.87M | 0.1% | -5.6% | 0.436% | |
2/7/2024 | Northwest Financial Advisors | 2,890 | $101K | 0.1% | N/A | 0.015% | |
2/7/2024 | Clearwater Capital Advisors LLC | 148,267 | $5.18M | 0.6% | -30.5% | 0.787% | |
2/6/2024 | Private Advisor Group LLC | 14,175 | $495K | 0.0% | +46.8% | 0.075% | |
2/6/2024 | Merit Financial Group LLC | 5,940 | $208K | 0.0% | N/A | 0.032% | |
2/5/2024 | Cary Street Partners Investment Advisory LLC | 9,325 | $326K | 0.1% | +52.2% | 0.050% | |
2/2/2024 | Atria Wealth Solutions Inc. | 6,791 | $237K | 0.0% | -7.4% | 0.035% | |
2/1/2024 | CWM LLC | 21,570 | $754K | 0.0% | -4.7% | 0.112% | |
1/30/2024 | SFI Advisors LLC | 37,410 | $1.31M | 1.1% | -4.3% | 0.194% | |
1/30/2024 | Vontobel Holding Ltd. | 7,600 | $266K | 0.0% | -14.9% | 0.039% | |
1/29/2024 | Northstar Asset Management LLC | 6,830 | $239K | 0.1% | -22.2% | 0.035% | |
1/29/2024 | Joseph P. Lucia & Associates LLC | 29,379 | $1.03M | 0.6% | -1.6% | 0.152% | |
1/29/2024 | Perigon Wealth Management LLC | 22,599 | $790K | 0.0% | +1.5% | 0.117% | |
1/24/2024 | Sowell Financial Services LLC | 11,997 | $419K | 0.0% | -12.8% | 0.063% | |
1/24/2024 | International Assets Investment Management LLC | 5,592 | $195K | 0.0% | +3,395.0% | 0.030% | |
1/24/2024 | Halbert Hargrove Global Advisors LLC | 5,976 | $209K | 0.0% | N/A | 0.032% | |
1/22/2024 | StoneCrest Wealth Management Inc. | 88,130 | $3.08M | 3.0% | N/A | 0.453% | |
1/19/2024 | Destiny Wealth Partners LLC | 92,724 | $3.01M | 0.6% | +3.6% | 0.477% | |
1/18/2024 | KM Capital Management Ltd. | 52,534 | $1.84M | 1.1% | +5.6% | 0.265% | |
1/17/2024 | Twin Peaks Wealth Advisors LLC | 10,528 | $368K | 0.2% | N/A | 0.053% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 35,391 | $1.24M | 0.0% | +114.2% | 0.178% | |
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1/16/2024 | Raymond James & Associates | 19,285 | $674K | 0.0% | -9.0% | 0.097% | |
1/5/2024 | Selective Wealth Management Inc. | 358,111 | $11.64M | 5.8% | +3.5% | 1.848% | |
11/16/2023 | Belpointe Asset Management LLC | 10,018 | $297K | 0.0% | -6.2% | 0.047% | |
11/14/2023 | Tower Research Capital LLC TRC | 31,020 | $919K | 0.0% | +1,849.7% | 0.144% | |
11/14/2023 | Operose Advisors LLC | 3,430 | $102K | 0.0% | N/A | 0.016% | |
11/13/2023 | LPL Financial LLC | 226,292 | $6.71M | 0.0% | +21.6% | 1.054% | |
11/13/2023 | Kestra Advisory Services LLC | 14,132 | $419K | 0.0% | -7.7% | 0.066% | |
11/9/2023 | UBS Group AG | 108,976 | $3.23M | 0.0% | +0.4% | 0.507% | |
11/8/2023 | HighTower Advisors LLC | 62,316 | $1.84M | 0.0% | +23.7% | 0.290% | |
11/8/2023 | EPIQ Capital Group LLC | 40,851 | $1.21M | 0.6% | +3.7% | 0.190% | |