11/14/2024 | RPg Family Wealth Advisory LLC | 354,070 | $8.27M | 2.4% | +2,309.8% | 0.812% | |
11/8/2024 | First Horizon Advisors Inc. | 11,998 | $280K | 0.0% | -24.9% | 0.027% | |
10/9/2024 | Money Design Co. Ltd. | 79,807 | $1.86M | 0.1% | -1.2% | 0.176% | |
8/12/2024 | Leuthold Group LLC | 413,245 | $8.86M | 1.0% | +0.2% | 1.049% | |
8/5/2024 | BTS Asset Management Inc. | 15,620 | $335K | 0.3% | +32.8% | 0.040% | |
7/15/2024 | Fifth Third Securities Inc. | 29,044 | $622K | 0.1% | +16.9% | 0.072% | |
|
5/11/2024 | Covestor Ltd | 10,521 | $234K | 0.1% | +10.9% | 0.026% | |
5/6/2024 | Leuthold Group LLC | 412,235 | $9.17M | 1.0% | -9.3% | 1.031% | |
5/3/2024 | United Community Bank | 3,877 | $86K | 0.0% | +27.5% | 0.010% | |
5/2/2024 | Quent Capital LLC | 72,559 | $1.61M | 0.2% | +5.3% | 0.181% | |
4/22/2024 | BTS Asset Management Inc. | 11,764 | $262K | 0.2% | +11.4% | 0.029% | |
3/4/2024 | Richardson Financial Services Inc. | 1,477 | $34K | 0.0% | N/A | 0.004% | |
2/15/2024 | Comerica Bank | 58,423 | $1.35M | 0.0% | +309.4% | 0.143% | |
2/13/2024 | Fairview Capital Investment Management LLC | 34,116 | $791K | 0.0% | -15.8% | 0.084% | |
2/13/2024 | Jones Financial Companies Lllp | 25,862 | $599K | 0.0% | -6.3% | 0.063% | |
2/6/2024 | Cullen Frost Bankers Inc. | 22,991 | $533K | 0.0% | N/A | 0.056% | |
2/6/2024 | Leuthold Group LLC | 454,432 | $10.53M | 1.3% | -20.5% | 1.114% | |
2/6/2024 | First Horizon Advisors Inc. | 92,034 | $2.13M | 0.1% | +582.1% | 0.226% | |
1/31/2024 | Euro Pacific Asset Management LLC | 51,261 | $1.21M | 0.3% | -5.1% | 0.126% | |
1/29/2024 | Tennessee Valley Asset Management Partners | 11,050 | $256K | 0.1% | N/A | 0.027% | |
1/29/2024 | Money Design Co. Ltd. | 139,460 | $3.23M | 0.2% | +2.1% | 0.342% | |
1/24/2024 | Tsfg LLC | 2,118 | $49K | 0.0% | -45.5% | 0.005% | |
1/19/2024 | Quent Capital LLC | 68,908 | $1.60M | 0.2% | -82.2% | 0.160% | |
1/18/2024 | BTS Asset Management Inc. | 10,561 | $245K | 0.2% | N/A | 0.024% | |
1/17/2024 | Fiduciary Alliance LLC | 9,468 | $219K | 0.0% | -18.8% | 0.021% | |
1/11/2024 | Worth Asset Management LLC | 9,957 | $231K | 0.2% | N/A | 0.022% | |
11/16/2023 | Blueprint Investment Partners LLC | 150,708 | $3.20M | 1.0% | +17.5% | 0.355% | |
11/14/2023 | Jones Financial Companies Lllp | 27,588 | $586K | 0.0% | -11.1% | 0.067% | |
11/13/2023 | Financial Engines Advisors L.L.C. | 489,983 | $10.41M | 0.0% | -43.8% | 1.186% | |
11/7/2023 | Leuthold Group LLC | 571,779 | $12.15M | 1.7% | -30.1% | 1.426% | |
11/6/2023 | Euro Pacific Asset Management LLC | 54,038 | $1.16M | 0.3% | +7.9% | 0.135% | |
10/30/2023 | Arete Wealth Advisors LLC | 12,187 | $259K | 0.0% | N/A | 0.030% | |
10/30/2023 | Money Design Co. Ltd. | 136,536 | $2.90M | 0.2% | +1.3% | 0.340% | |
10/27/2023 | First Horizon Advisors Inc. | 13,492 | $287K | 0.0% | -22.3% | 0.034% | |
10/18/2023 | Fiduciary Alliance LLC | 11,665 | $248K | 0.0% | +21.9% | 0.029% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 1,179 | $25K | 0.0% | -35.0% | 0.003% | |
10/10/2023 | Quent Capital LLC | 386,258 | $8.20M | 1.3% | +8.0% | 0.983% | |
8/11/2023 | Financial Engines Advisors L.L.C. | 872,544 | $19.68M | 0.0% | +3.5% | 2.073% | |
8/9/2023 | Flow Traders U.S. LLC | 25,819 | $582K | 0.0% | N/A | 0.061% | |
8/9/2023 | Jones Financial Companies Lllp | 31,026 | $700K | 0.0% | -3.4% | 0.074% | |
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8/8/2023 | Leuthold Group LLC | 818,347 | $18.45M | 2.4% | -0.5% | 1.944% | |
7/28/2023 | Money Design Co. Ltd. | 134,816 | $3.04M | 0.2% | +381.6% | 0.323% | |
7/18/2023 | Fiduciary Alliance LLC | 9,568 | $216K | 0.0% | N/A | 0.022% | |
7/10/2023 | Quent Capital LLC | 357,784 | $8.07M | 1.3% | +5.5% | 0.815% | |
5/11/2023 | Jones Financial Companies Lllp | 32,132 | $743K | 0.0% | -1.4% | 0.070% | |
5/5/2023 | Assetmark Inc. | 100,564 | $2.33M | 0.0% | -44.3% | 0.217% | |
5/2/2023 | Vicus Capital | 79,951 | $1.85M | 0.2% | N/A | 0.172% | |
4/27/2023 | Money Design Co. Ltd. | 27,995 | $647K | 0.0% | +4.4% | 0.060% | |
4/26/2023 | Q3 Asset Management | 79,452 | $1.84M | 1.5% | N/A | 0.171% | |
4/18/2023 | Leuthold Group LLC | 822,308 | $19.01M | 2.5% | +0.9% | 1.720% | |
4/17/2023 | First National Bank of South Miami | 2,371 | $55K | 0.0% | -17.7% | 0.005% | |
4/6/2023 | Quent Capital LLC | 339,105 | $7.84M | 1.3% | +4.8% | 0.693% | |
3/6/2023 | OLD Mission Capital LLC | 5,930 | $133K | 0.0% | N/A | 0.012% | |
2/10/2023 | First Horizon Advisors Inc. | 54,728 | $1.23M | 0.0% | +210.3% | 0.106% | |
2/10/2023 | Fairview Capital Investment Management LLC | 49,672 | $1.11M | 0.1% | -61.5% | 0.097% | |
2/10/2023 | CoreCap Advisors LLC | 69,637 | $1.56M | 0.1% | N/A | 0.135% | |
2/2/2023 | Congress Wealth Management LLC DE | 41,718 | $936K | 0.0% | -1.4% | 0.084% | |
2/2/2023 | Silver Oak Securities Incorporated | 18,061 | $405K | 0.1% | N/A | 0.036% | |
1/31/2023 | Leuthold Group LLC | 814,684 | $18.27M | 2.5% | +32.0% | 1.585% | |
1/31/2023 | Money Design Co. Ltd. | 26,826 | $602K | 0.0% | +11.9% | 0.054% | |
1/26/2023 | Comerica Bank | 117,581 | $2.74M | 0.0% | +469.0% | 0.236% | |
1/19/2023 | Quent Capital LLC | 323,517 | $7.26M | 1.3% | -10.1% | 0.648% | |
1/18/2023 | Private Trust Co. NA | 1,602 | $36K | 0.0% | N/A | 0.003% | |
1/12/2023 | First National Bank of South Miami | 2,881 | $65K | 0.0% | -29.9% | 0.006% | |
11/15/2022 | Fairview Capital Investment Management LLC | 129,031 | $2.69M | 0.2% | -7.0% | 0.312% | |
11/15/2022 | Flow Traders U.S. LLC | 10,530 | $219K | 0.0% | N/A | 0.025% | |
11/10/2022 | Quent Capital LLC | 359,883 | $7.50M | 1.6% | +197.5% | 0.884% | |
11/10/2022 | JFG Wealth Management LLC | 17,640 | $367K | 0.1% | +12.2% | 0.043% | |
11/10/2022 | Johnson Financial Group LLC | 378,829 | $7.89M | 1.1% | +697.5% | 0.917% | |
11/9/2022 | First Horizon Advisors Inc. | 17,637 | $367K | 0.0% | -22.8% | 0.043% | |
11/9/2022 | Congress Wealth Management LLC DE | 42,308 | $881K | 0.0% | -5.5% | 0.104% | |
11/3/2022 | Jones Financial Companies Lllp | 25,335 | $528K | 0.0% | +4.2% | 0.062% | |
10/31/2022 | Leuthold Group LLC | 617,240 | $12.86M | 1.9% | +193.6% | 1.517% | |
10/31/2022 | First National Bank of South Miami | 4,110 | $86K | 0.1% | -10.5% | 0.010% | |
10/28/2022 | Comerica Bank | 20,665 | $424K | 0.0% | +28.7% | 0.051% | |
10/20/2022 | Tsfg LLC | 3,884 | $81K | 0.0% | -15.7% | 0.010% | |
10/19/2022 | Empirical Asset Management LLC | 41,607 | $867K | 0.9% | +2.1% | 0.104% | |
10/18/2022 | Money Design Co. Ltd. | 23,967 | $499K | 0.0% | -94.4% | 0.060% | |
8/12/2022 | Financial Engines Advisors L.L.C. | 153,303 | $3.55M | 0.0% | +60.0% | 0.441% | |
8/12/2022 | Congress Wealth Management LLC DE | 44,788 | $1.04M | 0.0% | -6.8% | 0.129% | |
8/12/2022 | Johnson Financial Group LLC | 47,501 | $1.10M | 0.2% | +90.9% | 0.136% | |
8/11/2022 | Baron Financial Group LLC | 153,995 | $3.57M | 2.4% | -16.3% | 0.443% | |
8/8/2022 | Quent Capital LLC | 120,973 | $2.80M | 0.6% | +814.6% | 0.348% | |
8/8/2022 | Jones Financial Companies Lllp | 24,303 | $564K | 0.0% | +35.8% | 0.070% | |
8/4/2022 | BTS Asset Management Inc. | 14,002 | $324K | 0.7% | +27.1% | 0.040% | |
8/3/2022 | Assetmark Inc. | 379,968 | $8.80M | 0.0% | +11.9% | 1.092% | |
8/2/2022 | Baystate Wealth Management LLC | 1,589 | $37K | 0.0% | -34.7% | 0.005% | |
8/2/2022 | First Horizon Advisors Inc. | 22,840 | $528K | 0.0% | N/A | 0.066% | |
8/1/2022 | Leuthold Group LLC | 210,235 | $4.87M | 0.7% | +4.3% | 0.604% | |
7/21/2022 | Savior LLC | 1,358 | $31K | 0.0% | N/A | 0.004% | |
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7/18/2022 | Empirical Asset Management LLC | 40,739 | $944K | 1.0% | +19.1% | 0.117% | |
7/13/2022 | Tsfg LLC | 4,608 | $107K | 0.0% | -31.5% | 0.013% | |
7/13/2022 | First National Bank of South Miami | 4,593 | $106K | 0.1% | -13.6% | 0.013% | |
7/12/2022 | Money Design Co. Ltd. | 430,178 | $9.96M | 0.7% | -2.6% | 1.236% | |
5/17/2022 | Fairview Capital Investment Management LLC | 120,797 | $3.14M | 0.2% | -6.8% | 0.362% | |
5/13/2022 | Baron Financial Group LLC | 183,955 | $4.79M | 2.8% | +2.6% | 0.566% | |
5/12/2022 | Financial Engines Advisors L.L.C. | 95,834 | $2.50M | 0.0% | +504.5% | 0.287% | |
5/12/2022 | Quent Capital LLC | 13,227 | $344K | 0.1% | -57.6% | 0.040% | |
5/10/2022 | Berger Financial Group Inc | 33,280 | $866K | 0.1% | +9.6% | 0.102% | |
5/9/2022 | Interactive Financial Advisors | 5,906 | $336K | 0.2% | +45.1% | 0.018% | |